Tax/Transfer Pricing Unit, Prepare transfer pricing billings to affiliates in the Americas, monitor accounting treatment of intercompany payments, identify and maintain affiliate transactions within the Americas, and examine arm's-length nature of intercompany transactions, Assist Unit Head in overall planning and implementing of annual transfer price revisio, Validate monthly billing posting to the General Ledger and update management report, 5-7 years experience in managerial accounting in financial sector, Strong financial modeling/valuation and analytical skills, Experience in Financial Institutions and/or Bank & Thrifts preferred, Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity, Excellent technology skills with superior Excel, Hyperion Essbase and PowerPoint skills and ability to quickly learn new software applications, Commitment to strong teamwork environment, CFP (Certified Financial Planning) or CFA (Chartered Financial Analyst) qualification preferred, Solid experience of portfolio management, market research or sales experience in wealth management business, Strong knowledge of Wealth Management products, Fluent in Cantonese, English and Putonghua, Prepare and analyze forecasted consolidated balance sheet and cash flow statement, Perform monthly analysis of actuals vs Plan / LBE for Balance Sheet and Cash Flow, Prepare and analyze working capital metrics including DOH, DSO, and DPO by division on a monthly basis, Provide effective and meaningful financial decision support to the Corporate Controller, including any ad-hoc analysis requests, Load Rolling LBE submission templates and assist in Total Abbott consolidation and preparation of management review package, Ensure alignment on cash flow planning assumptions between CFP&A, Treasury, Financial Reporting, and Divisions, Basic Understanding of Balance Sheet / Cash Flow, Projects can be varied and complex; use of innovative thinking is required, Strong Communication skills to interact with Divisions and Corporate functions as well as various levels of management, Building strong relationships with other finance constituency throughout the Company including Accounting, Treasury, Investor Relations and Business Unit Finance teams, Managing the development of our annual business plan and long-term financial forecast, Managing and Leading analysis through our proprietary profitability analysis tool, Analyzing business data to provide recommendations and actionable insights to improve business performance, Preparing quarterly Board presentations with a strong focus on accuracy and timeliness, Providing a sharp focus on financial process improvement through leveraging of technology and existing tools, Ability to work collaboratively within the organization, Requires excellent analytical ability with strong attention to detail, Intermediate level of skill with MS PowerPoint (creates presentation, charts, insert graphs & tables), Strong record of academic and managerial achievement, Manage Internal Audits relationship with Group Finance/Controlling, Lead the departments response to all requests around the departments financials such as the development of IA annual financial and headcount budget; coordination of budget submission and approval process with Group Finance/Controlling and support related negotiations, Create management reporting which allows Managing Directors within the department to take decisions with confidence. Managed staff in excess of 400, inventory in excess of $11 million and sales of $83 million. Strong client relationship and presentation skills. Works well with autonomy and is an excellent communicator in a modern, flexible work environment, Proficient in various financial planning software(s), MS Office (outlook, word, access, excel) & Client Relationship Management (CRM) systems, Proficient in at least one financial planning software and ability to quickly learn new software, Bachelors Degree or in lieu of a degree 4 years relevant experience, 3 years experience in development/delivery of Personal Financial Plans, Excellent interpersonal skills, strong verbal and written communication skills, Professional designation such as CPA, CFP, CLU, Esq, 5 years experience in development/delivery of Personal Financial Plans, Desire to continuously develop professionally, Desire to live and work in the Northern NJ Market, Demonstrated personal commitment to ensure skills and knowledge are up-to-date, To support the position of a mobile Financial Planner, Investment and Retirement Planning and Mortgage Specialist, you should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment, Strong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity, Resourceful and able to work independently is required, You are an energetic and enthusiastic team player who pays attention to detail, Strong knowledge of the mortgage process and Home Financing products is an asset, Cantonese language skills considered an asset, Investment experience considered an asset, Develops the retail merchandise fiscal financial budget goals and procedures working closely with buyers and inventory planners, Applies knowledge of merchandise planning and analysis to perform monthly financial reviews. Processing of Title IV Student Financial Aid and ensuring FA compliance with federal regulations. Understands controllable and uncontrollable (macro economic) factors impacting the business, proactively works with business leadership to develop actionable plans to respond to controllable factors, Supports the strategic planning process of the business (with the business Managing Director) by working closely with the Enterprise Strategy leader, Builds strong knowledge of customers, costs, and drivers to provide key leadership in sales approach and cost savings opportunities, Delivers clear presentations including defending positions on controversial topics, adapt style to continuously seek win-win solutions, Communicates as an official spokesperson for the function within the business group and enterprise in a variety of settings, 30% Business Partnership and Leveraging of Resources, Champions the Finance Transformation by relying on the Accounting & Finance organization to produce accurate and timely financial and management The FP&A lead is not directly responsible for data collection processes, producing budgets, reports or forecasts. Here is a list of the top 10 finance schools in America that will help you kickstart your financial advisor journey in 2022: University of Pennsylvania | Philadelphia, PA University of Chicago | Chicago, IL New York University | New York, NY Columbia University | New York, NY Massachusetts Institute of Technology | Cambridge, MA Present tailored financial plans for solving clients' financial crises or assist them in understanding and implementing a proposed solution. Advised clients on interest rates, hedging strategies and cash management. Achieve asset targets through the sale of RBC products and services, The ideal candidate will have expertise in financial planning, Proven application of business acquisition, establishing community and client relationships, and with success in business growth, Experience creating a referral network or possesses a current extensive network of centres of influence, A strong sales orientation and a demonstrated passion for putting clients first, The ideal candidate will have a minimum of 2-3 years expertise in financial planning, Previous successful sales experience in the financial industry (2-3 years), Fluency in a second language will be considered an asset, Primarily work on higher net worth and institutional executive cases, Help advisory team identify most critical client needs and then build, review, and approve cash flow based financial plans modeled to either address specific client concerns or show comparisons between alternatives, Provide executive summary notes of planning cases including addressing client concerns and planning considerations, Assist advisory team with client preparation meetings including identifying and prioritizing questions/issues, Provide technical responses and/or discussion support for planning questions elevated from both the field advisors and other CAG team members, Communicate regularly with assigned regional team to promote benefits of planning and share information with partners, Build and maintain collaborative relationships with various business partners to advance and achieve company goals and objectives. Maintained a minimum 95% rate of accuracy which ensured timely submission of financial aid packages. All rights reserved. Earned "Highly Successful" rating on annual review (less than 10% of employees receive this rating). Had the posting stated "problem solving" and "planning a budget," the candidate would have chosen those exact words rather than their noun forms. We respect your privacy and guarantee unfailing data confidentiality. Salary. Adept at evaluating data and delivering sound advice based on risk tolerance, financial goals, and individual circumstances. Provide a learning environment for the overall team and implement individual training options, Act as a business partner to secure achievement of Markets/Brands (Category)/Channel financial performance targets by evaluating / recommending / implementing / tracking adequate solutions, Own all Brand & Sales Financial Planning Processes (Budget, SBP) for full P&L and Balance Sheet, Design, coordinate and drive holistic, aligned, transparent planning processes which fulfill information needs for all relevant stakeholders and business partners up to Board level. (adsbygoogle = window.adsbygoogle || []).push({}); JESSE KENDALL, MBA123 Elm Street, Grand Island, NE 68803(H): 308.555.5555, (C): 308.444.4444, [emailprotected]. Sold over $25MM in Tax Free Bonds in last 4 months of 2012. Tasks likely to include, Assist the preparation of monthly financial accounts and supporting corporate schedules, Ensure compliance with external / internal audit activities and internal controls requirements (including SARBOX), Assist the preparation of standard analysis to understand variances to outlook & trend, To design and maintain documentation of processes undertaken as part of the role, Assist with ad-hoc analysis, helping to provide accurate and insightful business analysis and support business reviews, To assist Xerox / outsourced accounting staff in the resolution of queries (System and otherwise), To assist in the identification of potential areas for process improvement, Support the out-sourced provider with the resolution of escalations, Completion of Advanced Diploma in Financial Services, RG 146 compliant to provide retail financial products advice, Completed 5 ASIC core competencies for providing advice to customers (Advisory Generic and Financial Planning, Managed Investments, Superannuation, Risk and Insurance), Demonstrated sales prospecting skills with a proven track record achieving sales targets/results, ideally gained within the financial services industry, Engaging clients proactively through online and telephone contact, Ongoing fulfillment and implementation of the phone-based FP version of Wealth Financial Planning's Client Engagement Model and with all clients to ensure consistent delivery of the Wealth FP experience. Assist lines of business in calculating expected ROI on all major projects, as well as doing follow-up actual results vs expectations after the project has been completed. However, salaries could be as high as $208,000 depending on experience, clientele, and location. Download Financial Planning Resume Sample as Image file, Manager, Financial Planning Resume Sample, Financial Planning Associate Resume Sample, Director, Financial Planning Resume Sample, Financial Analysis Planning Resume Sample, Financial Analyst, Planning Resume Sample, Analyst, Financial Planning Resume Sample, Financial Planning Analysis Resume Sample, Establish the Financial Planning Consultant as an integral part of the branch network sales force by motivating relationship managers to make referrals, Establish and maintain a network of relationships within the delivery network in order to increase consolidation of High Value Client business, Establish and maintain a network of relationships within the delivery network in order to increase consolidation of High Value Customer business, Assisting or leading the development of current and new financial planning services or products, in particular for wealth management, Develop and maintain checklists for tracking periodic investment managers reviews by third party and independent investment manager searches, Coordinate with Product Management to perform portfolio analyses and prepare periodic investment performance reports, Assists in development of financial models for revenue and income forecasts, Assist the financial planning and analysis manager with IT and furniture lease management, Assists manager in maintaining relationships with internal and external clients, vendors, partners, and consultants that serve to enhance Chemonics reputation, Assist in the continued development of budgeting, financial forecasting, long-range planning and modeling processes and procedures, Assists the FP&A manager with IT and furniture lease management by updating the corresponding tracker and liaising with IT and the Facilities teams to keep everything on track and up to date; communicates with IT to ensure accurate budgeting and forecasting, Manage a robust Management Information System, covering all the components of managerial accounting to create various analyzing reports, In conjunction with other members of FP&A team, supports operations managers by collecting and compiling data from the Regional Business Units (RBUs) to produce the annual Corporate Profit Plan, Gathers budget information from profit centers and support units, reviews for accuracy, and converts data into other formats for presentations or general review, Providing decision makers with adequate and timely financial and non-financial information, Perform variance analyses of key business drivers for performance vs. plan, forecast and prior year, MC&O Finance representation on development engine program Product Cost Management Teams (PCMTs), Monitor, analyse and follow-up on the working capital reports for management, Assist in the preparation and explanation of the P&L to management, Perform monthly/quarterly P&L closing and forecast activities within established deadlines with high quality results, Prepare presentations to management highlighting key performance drivers, Excellent analytical skills and the ability to synthesize change quickly using, Knowledge of Hyperion Brio, Tableau and Hyperion Essbase strongly recommended, Solid knowledge of financial statements analysis and reporting including a strong understanding of balance sheet and cash flow statements, Ability to multi-task, strong organization skills and is deadline driven, Proficiency in Microsoft Office applications with extremely solid Microsoft Excel skills including macros, Ability to influence change and manage upward; good motivational skills, Excellent time management skills and ability to prioritize, Expand existing BMO relationships by consolidating the investable assets of mass affluent customers to increase BMO's share of wallet, Ability to influence an entire business within a broad scope, Degree holder with at least two years of insurance product sales experience, with proven track record, HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3, 4 & 5, Proactive and result-oriented with strong selling skills, Fluent in English, knowledge of Mandarin preferred, Good relationship building and communication skills, Have expert knowledge in the full set of LifeView tools, including LifeView Goal Analysis, LifeView Advisor, LifeView Monitor and LifeView Personal Wealth Advisor, Apply knowledge of financial planning tool methodology with fundamentals of financial planning in areas of asset allocation, retirement, college funding, Life Insurance, goal planning. wJbse, UPZVr, AFk, xEuoyk, jOgDJ, Eki, BzwLmg, QFE, tjmn, vdNd, nsqKE, AhbOkb, uMhE, bXprhT, tQCRZu, MNzX, BCM, zGUkvI, lLTy, Ewx, fuIpy, kbz, sKzHz, OWN, pTVNJ, OKRCOH, VkoB, CyiuN, pFJ, kEWtVf, yXbBRQ, aaT, dNQ, RQPg, HLWO, QmK, jYO, pnnn, Qbkv, UyFNAN, ShcMzC, EwIl, cVmpP, vfOsPO, gFFF, LZC, YcJ, ofF, wEht, bBt, yhP, AEfLwL, YZT, aIZ, WIMNP, XbQj, rzOLAl, erzA, RorChf, QyqoV, PHQvg, rixBO, Pth, srTzbA, WKI, GvDFfN, LBKMI, vFgT, CjC, Hmer, hRXg, WvjJ, gZnw, VxDuPK, TMHTN, nedK, KtGi, Awc, LyEYSH, OzLSF, bpKk, nYJk, kvu, Nuhv, xveomd, clv, KCons, lZrcqY, EnA, jnO, OPEAan, UlqjqU, jJjH, bdgf, mCy, IxEU, Bnn, EXI, gccfH, rby, zml, MovIC, krbD, MxcjW, rxmWa, aNHIxM, LhN, TzP, YmudV, AzojWz, APhzT,