Director of Financial Planning Resume Samples

Description :

1. Selected by the board of directors to present the manufacturing and sourcing department’s financial results and operating metrics in a live global feed with the CEO and over 25,000 employees worldwide.
2. $20 million in DPO improvements by building a unified payment process on location with external sourcing agents across the Middle East, Asia, Europe and South America facilitating timely payment processing.
3. $8.9 million global operating profit achieved from improved revenue tracking/forecasting, accurate revenue recognition, and diligent expense management.
4. 8% accuracy achieved in capturing and reporting critical global production metrics by brand/season/month by developing and guiding implementation of new reporting tool based on consistent global methodology.
5. $5 million in operating expense reductions by limiting global travel activity and approving all crucial trips.
6. $3 million product line continuity ensured through identification of $600,000 in unrecorded material liabilities facilitating vendor payments and improved cross-functional communications.
7. $2.5 million of duplicate vendor payments discovered and correction facilitated by identifying accounts payable system and process gaps.
8. $2 million successfully negotiated and received from vendors related to prior year volume discounts through the building of collaborative discussions and win/win negotiations.
9. Undertook and successfully implemented a 4.5% increase in internal sourcing commission income globally with 0% impact on the cost of goods sold for all brands while satisfying external audit requirements.

Experience

10+ Years

Level

Senior

Education

MS

Description :

1. Leading a team of 12 finance managers/analysts, responsible for monthly/quarterly/annual financial reporting and consolidation of almost $1b in revenue for high tech, education, and healthcare industry groups.
2. Review/approve the soundness and accuracy of sox/internal audit monthly/quarterly/annual deliverables and ensure proper application of accounting, financial and operational controls.
3. Quarterly review of financial results with KPMG prior to earnings release.
4. Provide knowledge/expertise and work collaboratively with multiple teams to implement initiatives with the focus on growing revenue/profit and improving client relationships.
5. Support development of new shared service center to handle transactional accounting, ar/ap and billing.
6. Build and support effective relationships with internal and external stakeholders and organizations.
7. Lead the timely and accurate consolidation of monthly/quarterly/annual financial reporting for $200m building energy solutions group (BESG) which provided multiple services both domestic and international.

Experience

10+ Years

Level

Senior

Education

BBA

Description :

1. During my tenure as Financial Planning Director, the company achieved its first profitable month in 3 years and was profitable for 8 of the final 9 months of the year.
2. Successfully led an SKU rationalization effort that led to improved annual margins of $2.5mm and more efficient operations.
3. Developed and lead the monthly SOP process for the entire organization. Since this process was developed, fill rates have improved over 50% and expired/obsolete inventory decreased significantly.
4. Help lead our company-wide gross margin initiative through the management of product costs, sales prices, return policies, discounts, and promotions, as well as freight and warehousing costs. Since the acquisition, companywide gross margins have improved by 20%.
5. Responsible for annual planning and quarterly forecasting processes for $100mm+ consumer packaged goods organization with its own.
6. Financially and operationally support over 350 products covering four global supplement brands within many product categories including sports nutrition, VMS, anti-aging, beauty from within, and herbal teas, along with a contract manufacturing business.
7. Manage a team of demand planners and financial analysts, responsible for revenue forecasts and all financial and operational reporting including daily sales, ap/ar, aged inventory, fill rates, gap reporting, the point of sale and market data analyses, and commissions.
8. Created an executive dashboard with KPIs that is used as both the basis for executive meetings and a weekly board of directors report.
9. Directed the strategic and annual financial planning processes. Prepared periodic income, balance sheet, and cash flow forecasts, to proactively highlight significant business risks and opportunities for senior management.
10. Produced monthly variance reporting, clearly articulating the linkage between operational and financial performance.

Experience

5-7 Years

Level

Executive

Education

BS

Description :

1. As a member of strategic leadership team, use financial analysis and business acumen to provide decision support, make tactical and strategic recommendations in a variety of financial and non-financial areas at the business unit level, such as sop planning, inventory control and material planning, headcount planning, and business process improvements.
2. Provide leadership by working with business unit CFO in all aspects of financial management.
3. Oversee global FPA team in monthly consolidation, variance analysis, monthly forecasting, internal/external reporting.
4. Direct the preparation of presidents councils, budget review and financial review, planning conference, strategy review, and profit review.
5. Enforce adequate internal controls and reporting requirements, consistent with generally accepted accounting principles and Emerson CPP.
6. Develop global FPA team and provide training and support them to the world area finance team.
7. Direct preparation of facility budget, facility spending variance analysis.
8. Led monthly consolidation, variance analysis, and monthly por, internal and external reporting.
9. Led the preparation of presidents councils, budget review and financial review, planning conference, strategy review, and profit review.

Experience

10+ Years

Level

Senior

Education

MBA

Description :

1. An organizational leader of all budgeting, financial reporting and data analytics activities including management of business intelligence systems and tools. Partner with c-suite leaders to drive change based on data-driven analysis.
2. Additionally, provide reporting and support to private equity ownership group and lending institutions.
3. Facilitate and manage the annual budgeting processing including data collection.
4. Support the c-level suite in preparation of quarterly board meeting presentations including financial and operational slides as well as proofing final presentation.
5. Prepare monthly financial reporting package including variance analysis and lead monthly.
6. A key member of the ERP implementation steering committee providing guidance and advice from a data analytics and financial reporting perspective.
7. Project leader for implementation of new business intelligence platform (IBM planning).
8. Partner with the controller each month to close the financial period providing reporting support and analysis.
9. Evaluate processes and practices to drive change by consistently challenging the status.

Experience

5-7 Years

Level

Executive

Education

MBA

Description :

1. Led BDF through the sale of the company to a large private equity firm for $400m+.
2. Prepare all board of director meeting materials and accommodating analysis.
3. Report to the real estate committee on the return on investment for all potential new store locations.
4. Perform demographic, cannibalization and other analytic studies to assist in the presentation.
5. Work closely with distribution, sales, marketing, logistics, human resources and inventory departments to create efficiencies within their operating activities, assist in monitoring their day to day operations and partner with them on new initiatives.
6. Responsible for budget forecasting for all cost centers within BDF including the 70+ store locations on a monthly and ad hoc basis.
7. Lead the capital committee every month which approves all capital expenditures within BDF.
8. Relied upon heavily for all cost saving analysis and assisting in future endeavors.
9. Prepare BDF company's valuation on a bi-annual basis using the following methods: written delivered sales, transactions, the method of payment, gross margin inventory.

Experience

5-7 Years

Level

Executive

Education

BS

Description :

1. Managed budget planning, long-range planning, monthly re-forecasts, and cost management consistent with the organization's overall strategic plan.
2. Developed and led a business solutions feasibility department - played a vital role in all operational, strategic and business decision making - department became the catalyst for 300% organizational growth over a 10-year period - growing from $50 million to $150 million.
3. Engineered and implemented a pricing strategy for all products and services and maximized relationships with strategic partners including deals over $70 million.
4. Performed business case and ROI analysis for all new and existing products and services and monitored their performances accordingly.
5. Led and managed all financial analysis and valuation models in support of company's new and existing projects including scenario modeling, dilution analysis, swat, sensitivity, portfolio analysis, and other financial due diligence analysis as required.
6. Ensured a reliable and robust flow of information from finance to allow business unit vice presidents to effectively manage the financial performance of their businesses.
7. Responsible for the execution of operational cost analysis to enhance profitability and improve process efficiency.
8. Worked closely with sales, marketing, and operations management in assisting the efficient execution of budget and forecast commitments, including communication to management of both progress toward attainment and plans to effect course corrections as necessary.
9. Reviewed data on historical and future trends in performance; developed reports and provided advice counsel to management for the development of appropriate actions.

Experience

10+ Years

Level

Senior

Education

MBA

Description :

1. Develop and lead the annual financial planning process across the company, providing financial leadership to the business.
2. Responsible for preparation of the board of directors presentations and supporting documentation for the establishment and approval of annual budgets and quarterly forecasts. This includes the development of strategic and tactical policies to achieve goals.
3. Supported the leadership team on the five-year strategic planning process for global campaigns.
4. Consolidation reporting throughout domestic and international subsidiaries.
5. Evaluate the financial and strategic impact of new business opportunities.
6. Develop trend analysis and consolidation of forecasts for internationally owned entities and franchisees.
7. Monitor and manage several existing projects with tight deadlines, including independent project work.
8. Search financial opportunities to improve business, financial and budgeting processes.
9. Support reporting and analytics such as KPIs, metrics, financial reports and creating improving dashboards.

Experience

7-10 Years

Level

Management

Education

MBA

Description :

1. Manage multiple debt facilities providing in excess of $150mm in deployable capital (including term, delayed draw, and revolver facilities).
2. Implemented PE investor (Blackstone tac ops) reporting packages and bank compliance reporting including reporting financial covenants, information covenants, leverage/coverage measurement, and monitoring metrics.
3. Developed cash forecasting processes and procedures and deployed to all markets including cash burn reports, KPI packages, and flash reports.
4. Led ERP implementation project as well as the implementation of contract administration database.
5. Instituted monthly financial close processes and procedures to reduce the number of days to closing by 25%.
6. Directed integration of large asset portfolio acquisition doubling the size of the company.
7. Lead various efforts for the early stage operation such as strategic business analysis, treasury management, budgeting and forecasting, MA analytical support, and other special projects.
8. Implementing and developing business analysis tools to monitor and measure KPIs and other business performance indicators.
9. Developed investor and executive business performance reporting packages and presentations.

Experience

2-5 Years

Level

Junior

Education

MBA

Description :

1. Director of finance role managing all essential finance and operational functions of the Nike swim, sportswear, and Mexico divisions encompassing $250 million in annual revenue.
2. Lead a team of 3 financial analysts in forecasting, analysis, budgeting, and planning for respective business units.
3. Oversee monthly, quarterly, and annual financial close, including analyzing, reconciling, and reporting on sales, variances, expenses, accruals, general ledger, and reserves.
4. Restructured licensing agreement for $80 million portfolios effectively maintaining PEI royalty expenses flat as a % to net sales while increasing the licensors.
5. Report monthly/quarterly net sales and royalty estimates to the Nike management, while also developing presentations in conjunction with sales and divisional president for licensing meetings.
6. International experience with Mexico, Latin America, Canada, and European markets with ongoing financial modeling to mitigate currency exchange risks.
7. Collaborate closely with executive management and divisional presidents to strategically plan and achieve operational and financial goals.
8. Create and deliver board of directors presentations, providing recommendations on revenue and profitability growth.
9. Drive monthly business review meetings with CEO, COO, Divisional President, CFO, VP of Finance, and consultants to identify opportunities and risks.

Experience

5-7 Years

Level

Executive

Education

MBA