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- Dynamic Leader who offers a background in Financial Planning & Analysis, Data Tracking & Analysis, Strategic Business Planning, Trends Tracking, Policy & Procedure Development, Expense Allocation & Reconciliation, Cost Controls, and Revenue Optimization; contributes talent in Team Building & Training, Client Relationship Management, and SOX & Regulatory Compliance; and exhibits an ability to see the big picture at all times.
- Visionary Professional with commendable accomplishments across financial and pricing analysis initiatives, and who can rise above challenges to increase profits, streamline key processes, and drive winning outcomes.
- Excellent Communicator who builds synergistic relationships with executive-level decision-makers, department managers, peers, and auditors; who excels in autonomous and collaborative work environments; and who leads staff by example and with integrity to develop financial models and databases to meet company needs.
Director Financial Planning & Analysis (2015 Present)
Capitalize on the opportunity to lead forward-thinking annual budget and planning processes for company-owned operations in support of this full-service provider of individual federal and state income tax preparation.
Serve as a financial partner with valuable stakeholders and business partners to monitor profits and attain goals, along with preparing forecast packages for all aspects of operations, including operating and capital budgets.
Consult with department heads to identify program changes and facilitate long-term planning to meet objectives.
Successfully prepared and reported on forecasting trends of the company s stores.
Deliver results-generating support to field management on all financial and reporting matters.
Coordinated production of monthly financial packages (income statement, balance sheet, cash flow and capital), including budget variances, along with conducting financial analysis, modeling, and key reporting.
Senior Financial Analyst (2008 2011)
Strategically steered development of mutually beneficial relationships with senior-level field managers through comprehensive weekly meetings, including providing integral recommendations on pricing strategies.
Developed a Fee Modeling System, including calculating and entering fees charged with all company-owned locations to simplify pricing structure across 32 markets and 24 states while maintaining regional individuality.
Demonstrated experience in preparing and distributing operational, financial, and ad hoc reports to meet goals.
Calculated fees for Test Initiative markets while sustaining YoY profitability.
Developed revenue models designed to assess profitability of capital investment decisions.
Designed new pricing models with Excel, and forecasted impact of market-specific pricing changes.
Co-authored SOX procedures to enforce leasing department compliance of company-owned operations.
Director Financial Systems & Analysis
Utilized broad scope of industry knowledge toward directing product level budget analysis, forecasting, and reconciliation for New York s leading neighborhood health insurance and wellness company, including performing month-end close procedures, allocating expenses, and analyzing market- and product-level costs.
Director Financial Systems & Analysis
Prepared periodic and ad hoc reports for segment and variance analysis by leveraging PeopleSoft and Hyperion.
Established cost driver database to decide allocation processes and enable MoM variance analysis.
Gathered business unit processes to develop cost driver methodology for accurate expense allocation.
Served as point-of-contact for internal / external auditors to evaluate year-end financials / procedures.
Pricing Specialist ￨ Manager
Led targeted development and management of a Rate Lock Department tasked with delivering $48 million in loans annually, including tracking and evaluating market conditions and mortgage-backed securities (MBS) market to determine lending rates and an optimal time to lock loans to ensure competitive rates and maximum profits.
Delivered quality-focused training for new employees in consumer credit analysis.
Initiated new processes for tracking changing lending parameters and requirements.
Designed and updated Excel spreadsheets detailing loan status and loan officer production.
Co-developed company policies and procedures in compliance with Mortgage Banking regulations.
Developed an Access database to store underwriting requirements for hundreds of unique loan programs.
Assistant Nasdaq Market Maker
Played a vital role in analyzing and trading Nasdaq securities to support daily trading activity through fundamental and technical analysis, including aggressively executing diverse customer and proprietary trades.
Successfully completed examinations for Series 7 and Series 55 certifications.
Master of Business Administration (Management Emphasis)
Bachelor of Science in Administration of Justice
Microsoft Office (Word, Excel, PowerPoint, Outlook, Access)
PeopleSoft Financial ￨ Hyperion ￨ Prophix ￨ Internet Applications
Excellent Professional References Provided Upon Request
Hiring Agent Name
I am seeking a challenging [ Insert Job Title ] role, and am submitting my resume for your review.
I am excited to build a rewarding career with your company, and can offer cross-functional experience in Financial Planning & Analysis, Data Tracking & Analysis, Strategic Business Planning, Trends Tracking, Policy & Procedure Development, Expense Allocation & Reconciliation, Cost Controls, and Revenue Optimization. I am also well-versed in Team Building & Training, Client Relationship Management, and SOX & Regulatory Compliance.
To complement my background, please note that I attained a Master of Business Administration (Management Emphasis) from St. Peter s College and a Bachelor of Science in Administration of Justice from Rutgers University, The State University of Xxxxxx.
Currently, as the Director of Financial Planning & Analysis for Jackson Hewitt Tax Service, I expertly lead forward-thinking annual budget and planning processes for company-owned operations in support of this full-service provider of individual federal and state income tax preparation. Within this role, I also proactively consult with department heads to identify program changes and facilitate long-term planning to meet objectives.
A sampling of my achievements include:
Successfully preparing and reporting on forecasting trends of the company s stores.
Delivering results-generating support to field management on financial and reporting matters.
Serving as a financial partner with stakeholders and business partners to monitor profits and goals.
Coordinating production of monthly financial packages (income statement, balance sheet, cash flow and capital), including budget variances, along with conducting financial analysis, modeling, and key reporting.
[ Suggestion! Address Here Any Skills / Qualifications / Achievements Relevant to the Job Posting ]. As this is just an example of my abilities, please kindly refer to my enclosed resume for additional experience.
I look forward to hearing from you, and thank you in advance for your careful consideration.
Yyyyyy x. yyyyyy
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