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. Assisted with data entry of reports for the business office and the Department of Social Services Medicaid and disability divisions. and product teams (Hardware, etc.) Specifically ensure accuracy / reliability / completeness / timeliness of analysis, forecasts and risks & opps reports, Live One Seamless Finance. Student Right to Know; CAEP Annual Reporting Measures; Store; FAQs; Advertise. Client Relations Conduct analysis for client's financial goals. Serve as a primary contact for external auditors. Works with key internal stakeholders to help them understand how profitability is calculated for their business area, including the profitability of each of their customers and / or products. Problem solving skills, We provide competitive salaries and some of the best perks in the industry, including, Superb medical, dental, vision, life, disability benefits, and a 401k matching program, A stocked kitchen with a large assortment of snacks & drinks to get you through the day, Encouragement to get out of the office and into the field with agents and farmers to see first-hand how our products are being used, We take part and offer various workshops, conferences, meet-up groups, tech-talks, and hackathons to encourage participation and growth in both community involvement and career development, Provide/review financial data related to Japan Retail and Institutional businesses, coordinating with APAC FP&A colleagues and functional FP&A contacts, which include weekly & monthly sales results, sales forecast update, global MIS such as Business Review and Operating Plan, Assist FP&A manager in running management reports for Japan, including monthly business and financial results to local management, Update/review expenses forecast for functions in Japan on a monthly basis and input to required template for upload to finance system (TM1), Put together financial data for Japans strategic clients across client business channels to support local stakeholders and management, Support/co-work with FP&A manager in budgeting for Japan region and businesses, Oversee activities performed by India for Japan FP&A tasks migrated, Support FP&A manager in Japan in continued migration of local operating tasks to India, Co-work with GL team for proper monthly accruals in conjunction with expenses forecast, Maintain/Review cost center segment and AP workflows, 5+ years of experience with a similar profile, preferably including investment management and/or financial industry experience, Strong and demonstrated analytical ability, Strong skill and experience in data management, Demonstrated ability to communicate both locally and across geographies, Ability to operate within a global matrix structure, Ability to build relationship with multiple stakeholders, Ability to work effectively in a team environment (not only within FP&A team in Japan/APAC/Global but also with Japan controllers team and APAC Finance as a whole, Broad knowledge of the asset management industry and investment management, CPA and/or MBA or equivalent qualification preferred, Good communication and engagement skills at all levels, Facilitation skills to review process and outsource - for potential migration of existing tasks to India team, Demonstrated business acumen and ownership of tasks, Japanese and English language skills, both written and spoken, Develop and produce materials to facilitate financial monitoring of budget-to-actuals at the local level. Ensure strong communication lines / permanent information exchange within Brand & Sales Finance and GP&R team, Lead large-sized projects, implement findings and ensure sustainability of achievements. The composition of an ideal Financial . Using tax and investment strategies to develop financial plans for businesses, organizations or individuals. Find out what is the best resume for you in our Ultimate Resume Format Guide. 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. Ensure efficient distribution of all communications provided by central teams, Engage Treasury and Trade Solutions business representatives, year-round, on CCAR Fee Revenue modeling, model output review, and management adjustment, Document all aspects of business engagement and modeling, including all meetings with business representatives and multiple sets of model and adjustment documents model documentation, non-model documentation, and adjustment documentation, Coordinate Treasury and Trade Solutions Fee Revenue models for CCAR. It's actually very simple. Sold over $25MM in Tax Free Bonds in last 4 months of 2012. related to detail and complex financial planning in order to be a resource for other FPS across the footprint. Analyzes the ongoing profitability of all new businesses and/or programs entered into by the Company, Serves as a resource for FAs in designing a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals, Responds to income tax inquiries without providing tax advice, Researches and provides recommendations related to risk management concerns, including insurance, Responds to and directs education funding questions including 529 savings plans, Economic and accounting principles and practices, the financial markets, investments and insurance based products, Concepts and regulations related to financial planning, Company's working structure, policies, mission, strategies, and compliance guidelines, Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines, Detailed orientation to ensure quality standards are met without impairing workflow, Following-up to ensure resolution and completion of tasks, Read and interpret technical and legal documents, and apply the information as appropriate, Provide a high level of customer service in a calm, courteous and professional manner, Work independently as well as collaboratively within a team environment, B.S. An additional European language is beneficial, Providing day to day support for Financial Planning Consultants in the delivery of services in relation to placement of pension and life assurance products, Point of contact for customer service queries from individual clients and a member of the Financial Planning helpline, Processing new business applications and ensuring business placement documentation is in place and communicated to clients, Processing of client valuations and portfolio summaries, Responsible for processing new and existing business in a compliant manner, Processing claims retirement/death/disability, Maintaining client records on our CRM system, 1-2 year experience in an administrative role preferably in an administration role in an insurance intermediary or life assurance company, Microsoft Office package experience required. Prepares monthly updates for expected current quarter performance. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. Structure PowerPoint document, link to Excel files, coordinate all input and craft story behind the numbers. workflow efficiency, software enhancements, complex planning technique, etc.) Guide Assistant Planner in developing skills to move to next assignment/level, Bachelor's Degree (Business, Finance or equivalent), Excellent written and verbal communication skills with the ability to influence, Ability to translate market and financial data into strategies, Completion of ADFS or equivalent and must be eligible to hold membership of the Financial Planning Association of Australia, Attain and maintain the 5 Australian Securities and Investments Commission core competencies for providing advice to customers, Demonstrated sales prospecting skills; Strong networking, client management skills, and sound communication skills (both written and verbal); Excellent personal organisation and time management skills, Eligible to hold membership of the Financial Planning Association of Australia and a Practicing Certificate under the appropriate Australian Financial Services Licence, Advanced Diploma of Financial Planning (ADFP) or higher is required and a Bachelors Degree (any discipline), Accredited to distribute Wealth Management approved products (Managed Investments, Superannuation, Risk Insurance and Gearing Products) and with strong Product and Technical Financial Planning knowledge with a sound risk insurance focus, Proven sales prospecting skills with a proven track record of achieving sales targets or results, Provide support and analytics as required. Assist clients with opening and maintaining accounts Develop and executed business strategies for small to mid-size businesses. Support presentations to senior management, Develop and deploy standard financial reports and variance analysis workpapers, Review P&L and Balance Sheet results. ), Perform financial analysis, prepare summary reports for management, develop and maintain financial models (Volume/gross margin analysis, Pricing, Overheads and SG&A analysis, HC and employment costs, functional department reporting and analysis) and prepare ad hoc reports as required, Assist in preparation of forecast , financial reporting, and business presentations, on monthly, quarterly and yearly basis, Maintain and enhance FP&A Database for reporting and analysis, At least 3 years overall controlling/finance experience within a global environment essential, Project management experience with focus on financial processes and systems, Working knowledge of Oracle, Business Objects and Hyperion will be an asset, Ability to think strategically and understand the role of the specific project in the mid/long term vision for the Finance and other functions of the division. Provided clients with a high level of individualized customer service Conduct in-depth reviews of clients' financial circumstances and future goals. Prior experience in Essbase is a plus, Ability to build relationships with stakeholders and communicate effectively across different levels of the organization, Ability to remain focused and detail-oriented under pressure, Presentations on financial planning topics for advisors, aligned to the Financial Planning Disciplines to provide holistic advice to Mass Affluent and High Net-Worth Clients, Liaise with Financial Planners, Private Bankers, Sales Managers and National Office regarding financial planning issues including reviewing planning activities like Goals Based Plans, Financial assessments and Advice Pictures, Contribute to special projects such as leading development of training and financial planning tools and/or supporting financial planning strategy and other partners across organization, Detailed deal tracking for all executed deals in the covered markets, providing management with more real time analysis on how the deals are performing. Summary : To apply experience as a seasoned Financial Services Professional to advise individuals and businesses in making sound financial decisions. Proactively explain WDFP processes, procedures, and products to BB&T Wealth team members, Remain knowledgeable and up-to-date on personal financial issues, regulations, investment philosophies, and planning techniques. Arizona Insurance License. Including OMMs and budgets, Direct monthly closing and variance analysis of Module Center financial results and measurement part cost, Provide Module Center performance reports pertaining to operating expenses, inventory and capital expenditures, Provide summary of consolidated results to controller and operations leadership team, Communicate performance goals throughout the Module Center to all employees as part of an overall education process to drive continuous cost reduction, Join HSMC business unit teams in supporting EHS and ACE goals for both operations and office areas, Preparation of monthly financial metrics and key business drivers specific to different products/functions, Be organized with respect to planning, prioritizing and completing of tasks with only infrequent reminders, Be an innovative self-starter with a very strong work ethic, Be a very agreeable team member for the overall expense team, Be reasonably detail oriented but with the ability to receive guidance on the rationale of a process, Exposure and relevance to expense management initiatives would be a plus, Requires conceptual and practical expertise in own discipline, Understands how related disciplines impact own work/own team, Readily applies functional knowledge to challenges in our industry/markets, Has good or in-depth knowledge of best practices and how own area integrates with others and chooses to work across these boundaries to further the greater agenda, Is aware of the competition and the factors that differentiate them in the market, Understands the commercial or business decision takes priority over the preferences of the individual, Acts as mentor/coach for less experienced peers, Is looking always to gain efficiencies and implements these within own team/discipline, May step up to lead small projects with manageable risks and resource requirements, Solves complex problems with little or no support from their supervisor; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information, Has impact in broader work area; impacts team morale and culture through their actions and words, Impacts a wide range of customer, operational, project or service activities across related teams, Can conceptualize and communicate improvements for the broader good of NASDAQ, Explains difficult or sensitive information in a diplomatic way; works to build consensus, Actively seeks challenging assignments, is genuinely excited by a challenge, Performs economic research and analysis of financial measures such as rates of return, depreciation and net present value of investments, and prepares reports on findings, Identifies and develops requirements related to complex financial modeling, Proficiency in MS Excel required. For more advanced questions, be able to research solutions and/or work with other department members or specialists to find an answer, Be familiar with various planning documents, including account statements, annuity contracts, Social Security benefit estimates, life insurance policy documents, tax returns, etc, Help create written articles for clients as well as other professionals on a variety of financial planning topics, Provide internal support for other department members who may be traveling, Bachelors degree in Business or Finance preferred. Ensure products and investments are assigned to the appropriate distribution to yield the highest return, Top Malls / Area of Influence/ Doors are favored and that investments in low volume launches and / or under-performing channels, accounts and doors have been right-sized, Evaluate performance post-launch, sharing results and incorporating learnings into future investment and allocation decisions, Weekly updates to the marketing deck from U.S. grids, Build and update monthly the non-saleable marketing grid to ensure completeness and accuracy, Manage and maintain Brands Co-op Advertising in the Passport system, Track capital investment strategies and choices, including plans by retailer and door, ensuring capital projects meet ROI thresholds and align with the overall budget and strategy, Undergraduate degree in finance/accounting, 5+ years of experience in finance, accounting or analysis or management consultancy required, Demonstrated ability to synthesize large amounts of data into meaningful reports, Ability to collaborate and drive cross-functional consensus and strong communication and presentation skills necessary, Excellent quantitative and analytical skills and strong knowledge in Excel/SAP-CPM-BI/database skills necessary, Ability to work under pressure, to multitask, to work independently and to manage ones own work streams required, Proactive individual looking to take on additional responsibility and improve processes and procedures through innovation and creativity, Lead the consolidation and analysis of the 10 year financial strategic plan across the reporting units, Take responsibility for the capital expenditure application process and the preparation and analysis of the relevant business cases, Develop and embed standard work instructions for grant applications, claims and audits, Develop and embed appropriate KPI's to provide appropriate measures for best practice and project execution, Analyze and consolidate the budget data and validate the data for its reasonability, Develop financial models/scenarios and ad hoc financial analyses to support management in their decision making in a timely manner, Service internal customers in marketing, sales and overheads cost centers during the preparation of their budgets to ensure timely submission of budget data, as well as in the monitoring/analysis of their respective budget, Analyze and monitor actual financial data and activities in comparison to the budget assumptions to ensure the reasonability of budget data and identify any saving/resource allocation opportunity to optimize the budget utilization, Prepare all volume/financial management reporting and analysis in line with reporting requirements during budget cycles/updates and month-end closing, Degree in Finance, Accounting, Business Administration or equivalent, 2-3 year working experience in internal/external audit or equivalent, Microsoft office programs (Word, Excel, Outlook), Certified Public Accountant qualification (US), Strong ability to express ideas both written and oral, Drive the development of business requirements and review systems specifications documentation for projects related to the development of the firms financial planning and progress to goals monitoring tools, Participate in cross-departmental initiatives involving the continued integration of the financial planning tools with other Financial Advisor and client facing tools, Contribute to the development and review of Financial Planning tools training materials, Provide training support for financial planning support teams, including Financial planning Help Desk and the Financial Planning Training Team, Provide support to users in the field for issues escalated to the product development team from partner support teams, Analyze and produce quantitative and qualitative metrics data on platform activity, Assist in the development and execution of user acceptance test plans to ensure production readiness, Support the release and implementation of platform and product enhancements, Participate in the software vendor management process through the tracking of issues, enhancement requests, invoices/work orders, and other tasks, Minimum of 5 years experience with financial software applications, Previous experience with the NaviPlan and/or MoneyGuide Pro financial planning software packages a significant plus, Previous experience with Financial Planning product development or support, Detail oriented with an ability to multi-task and handle multiple priorities, Ability to interact effectively at all levels of the organization, including direct contact with financial advisors, Analytical in determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes, Ability to work effectively under pressure, Proficiency in Microsoft Office suite, particularly Excel and/or Access, Prepare presentations, portfolio analyses, and proposals for High Net Worth and institutional clients and prospects, Coordinate efforts to gather data and assist Financial Advisors in preparing responses to requests for proposals (RFPs), Generate periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients, Create portfolio snapshots, researching investments and providing fund reports upon request to clients, Collects fundamental research on related companies within assigned industries, Compiles data about assigned industries and companies, Performs quantitative analysis of macroeconomic variable that impact the industry, Collects fundamental research on related companies as requested by Financial Advisors, Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios, Present or respond to inquiries from Financial Advisors and research and resolve issues, Assist with drafting and maintaining investment policy statements (IPS) for clients, Assist Financial Advisors with on site presentations to clients and prospects, Assist Financial Advisors to customize their marketing materials, including pitch books, communication campaigns, newsletters, etc, Assist Financial Advisors with initial setup of client accounts and on-going monitoring, Assists in preparation of written industry and company specific reports, Assists with research and analytics used in Investment Strategy white papers for financial advisor or client use, Interfaces effectively with all levels of staff in managing portfolios, May assist with the preparation and review of client reports as requested by the Financial Advisors, May be asked to attend cultural and social functions as made available by Financial Advisors and Branch Management, Companys working structure, policies, mission, strategies and compliance guidelines, Advanced investment concepts, practices and procedures used in the securities industry, Advanced concepts, practices and procedures of research analysis, Financial services news and data resource tools, Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communications, spreadsheets and databases, Preparing and delivering clear, effective and professional presentations, Identifying the needs of customers through effective questioning and listening techniques, Identifying relationships draw logical conclusions and interpret results for use in decision-making, Quantitative and analytical skills sufficient to assist in the development of corporate financial projections and equity valuation metrics, Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment, Continuously learn investment products, industry rules and regulations and financial planning software, Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, Keep all appropriate parties up-to-date on decisions, changes and other relevant information, Establish and maintain effective working relationships with others, Use mathematics sufficient to process account and transaction information, Multi-task and work on a fast-paced, team-oriented environment, Be proactive and demonstrate readiness and ability to initiate action, Project positive, professional image both internal and with external business contacts, Implement changes to standard procedures when required by specific situations and circumstances, Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed, Bachelors Degree in Finance, Accounting or Business and three (3) years of research experience in the financial industry, Excellent modeling skills with advanced knowledge of MS Excel and MS PowerPoint, Strong verbal and written communication, including the ability to take complex information and present key takeaways, Skilled in effectively managing projects and shifting priorities, Experience and/or degree in quantitative field (e.g.