The candidate explains how they can apply strategic tools to
create a financial forecast and implement an action plan.
Not exact matches
Typically, these tools can automatically import
financial data from QuickBooks or other accounting software, and
create automated, simple reports to show you where a business stands at a glance in relation to
forecasts and goals.
To
create one, use your
financial or income statement monthly
forecast and a calendar year for
financial reporting, and do the following:
Both Standard & Poor's and Thomson
Financial track these
forecasts and
create an aggregate «bottoms up» number.
Financial data can help you
create forecasts, identify upcoming cash gaps, spot threats and seize opportunities.
The key to managing school finances and
creating accurate short and long - term
forecasts is a robust
financial management system, specifically designed by educators for the needs of those in the education sector.
Your advisor can
create various withdrawal scenarios based on
forecasted investment returns, inflation expectations, and other practical
financial planning considerations.
From training and developing staff to overseeing
financial controls and general accounting responsibilities, I excel at managing teams,
forecasting revenues,
creating schedules, and stimulating maximum levels of guest service and satisfaction.
Create pre-season
financial plans and ongoing
forecasts for multiple brands down to style level.
Collaborated with Credit Counselor's to
create client budgets and
forecast their potential for
financial success.
Create Resume William Moore 100 Main Street Cityplace, CA, 91019 (555) 322-7337
[email protected] Summary Qualified finance Manager who has experience in
financial analysis, government reporting, budgeting, and
forecasting.
Sample Director of Finance Resume
Create Resume QUALIFICATIONS * Seventeen years experience in management and operational issues * Extensive knowledge in all areas of finance, including cash flow management,
forecasting, and budgeting * Manage all regional operational metrics (chargeability, gross margins, revpac, etc.) *
Created and implemented
financial assurance program for current company related to global compliance audits -LSB-...] Continue Reading →
Essential job duties of a Retail Merchandiser include planning products ranges, liaising with suppliers, visiting stores, negotiating prices and quantities, finding ways to maximize profits, presenting sales
forecasts, monitoring competitor performance,
creating and implementing promotions, presenting
financial reports to managers, and coordinating junior staff.
• Perform month - end consolidation activities such as accounting for foreign branches and cash flow entries • Oversee the development of monthly management reporting packages including identifying critical
forecast gaps • Perform in - depth analysis to ensure completeness and accuracy of statistical data • Evaluate correlation among statistical data and summarize findings across clients and products • Analyze both current and past
financial data and performance to help make informed decisions for the future • Explore investment opportunities and provide feedback to management to help them decides which ones to explore further •
Create and maintain effective communication with key members to provide information regarding
financial closings and deliverables • Research and prepare variance analysis and explanations and report deliverables
Recognized in the industry for knowing how to turn a
financial goal into a reality, developing strong business plans and
creating accurate
financial forecasts.
Performed budgets,
forecasts,
financial analysis and systems implementations for 600 multi-site retail stores Implemented JD Edwards accounting package including Accounts Payable, Accounts Receivable, General Ledger and Fixed Assets Performed corporate consolidations and currency conversions expressly for the United Kingdom, Europe and the Asian countries including Japan Performed product line profitability and new product launch analysis including the sub $ 1,000 personal computer estimated to be 30 % of the 2000 annual operating plan
Created a five year strategic model including P&L, cash flow, and balance sheet that provided significant impact to the organizationâ $ ™ s future growth and communication to the analyst community Developed
financial statements and negotiated with portal and internet service providers to form Gateway.net and Gateway.com start up companies resulting in 1 million subscribers Supervised a staff of ten full time
financial analysts
Board Member — Westview Properties Corporate Secretary — Westview Properties Developed
financial models and reports to
create real - time
financial positioning data;
forecasted estate planning activity based on historical information and market trends, and ensured optimized price points for maximized profitability.
Duties that Chartered Accountants list on their resumes include analytically reviewing
financial information in order to
create strategic
financial information, and preparing annual budgets,
forecasts and cash flow analyses for multinational companies.
INTERNSHIP EXPERIENCE Allstate, Mesa, AZ, 6/2014 to 12/2014 Finance Intern • Assisted with new business process management by incorporating
financial modules • Handled cash reconciliations, payment date accounting and monthly reporting activities • Assisted in analyzing company's
financial data and performances • Evaluated capital expenditures and depreciation data • Identified
financial performance trends and assisted in developing recommendations for improvement • Reviewed
financial information and
forecasts and provided support in
creating prudent
financial models • Assisted in developing and implementing cash flow and debt management strategies • Prepared budgets and identified capital management and financing options
Responsible for
creating detailed budgets and
financial forecasts that would achieve 15 % growth in revenues consecutively over 5 years, while keeping expenses at historical levels
Created financial reporting module allowing increased operational variance reporting and
forecasting
Extensive experience in
financial reporting and cash flow management with the ability
create forecasting models for various business types.
Spa Director — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, executing spa and salon administration functions, overseeing sales and marketing operations, and implementing cutting - edge industry techniques and trends Collaborate in all phases of strategic planning with other members of management team, including product inventory control, marketing and sales strategies, product and service offerings, client service, event coordination, and area competition Provide continuous assessment of key markets, potential customers, and capital utilization, while furnishing oversight and guidance regarding policies and procedures, budgets and
financial forecasts, and client experience considerations Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both employee and client satisfaction, and deliver a luxurious experience to high - profile clientele Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, continued supervision of 40 staff, and the promotion of a performance - based environment leveraging individual talents for group benefit Develop and supervise support staff to aid in effective sales, marketing, and service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion, including newsletter and article distribution Ensure effective execution of all administrative, HR, and
financial aspects of business management, while analyzing and presenting important information to executive staff, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral generation, and the leveraging of cross-sales opportunities
Create and implement firm marketing and sales strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, techniques, and relevant tools, while committing to continued advanced technical education with respect to complex spa, salon, and fitness concepts and studies Act as a liaison between clients, vendors, sales and support staff, and other management partners to facilitate information flow and drive operational efficiency
NUFIC (City, ST) 2000 — 2004 Operations Supervisor • Consistently promoted for excellence in
financial management and team leadership • Selected to serve as Operations Supervisor for the Surety profit unit • Manage all operational activities ensuring efficient National Union business operations • Review business practices and procedures to effectively analyze underwriting needs • Implement operational strategies to ensure that Account Managers meet team goals •
Create monthly, quarterly and yearly reports and assist Divisional President with budgets and
forecasts • Generate premium coding and accounts receivable reports • Oversee the underwriting staff to ensure timely collection of premiums from brokers • Monitor and analyze bond system activity to remedy unfavorable bond issuance delays • Manage and train underwriting technicians ensuring compliance with all corporate protocols
IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer service, marketing, sales, and
financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as
forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees
Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for
financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for
financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity
ING US
Financial Services (Atlanta, GA) 9/2004 — 5/2006 Senior Cost Accounting Analyst • Provided cost analysis and reporting for the Corporate Cost & Budget Shared Services group • Directed the monthly / quarterly expense close, cost analysis reporting, budgeting, and
forecasting • Oversaw project accounting, reporting, and expense target setting • Coordinated support for expenses and results, monitored / tracked expenses, and
created reports • Generated monthly journal entries, expense reports,
forecasts, and budgets
Professional Experience CHARTIS (New York, NY) 2004 — 2010 Manager,
Financial Analysis • Utilize experience in accounts receivable / payable, expense control / reduction, budgeting and
forecasting •
Create, prepare, and analyze weekly and monthly GOE expense and account reports of over $ 12M • Provide Senior Executive and CFO with critical information needed to manage divisional expenses • Generate and implement new procedures to reduce expenses over budget • Conduct analysis of significant expense and account receivable items • Manage the premium and expense results for the profit centers • Provide comptrollers with monthly divisional account receivable cash
forecast of over $ 86M per month • Reduce cash
forecast variance to less than 5 % per month • Resolve and reduce receivables over a 12 month period from $ 12M to less than $ 3M per month • Establish and maintain strong relationships with vendors, underwriters, and senior executives • Control and maintain expenses to stay within budgets and
forecasts • Review and verify the validity and accuracy of accounts payable prior to approving disbursements
CPD 101: Business Enterprise Valuation CPD 102: Valuation of Property Impairments and Contamination CPD 103: Agricultural Valuation CPD 104: Hotel Valuation CPD 105: Highest and Best Use Analysis CPD 106: Multi-Family Property Valuation CPD 107: Office Property Valuation CPD 108: Seniors Facilities Valuation CPD 109: Lease Analysis CPD 110: Creative Critical Thinking: Advancing Appraisal to Strategic Advising CPD 111: Decision Analysis: Making Better Real Property Decisions CPD 112: Real Estate Consulting:
Forecasting CPD 113: Request for Proposals (RFPs) CPD 114: Valuation for
Financial Reporting - Real Property Appraisal and IFRS CPD 115: Appraisal Review CPD 116: Land Valuation CPD 117: Exposure & Marketing Time: Valuation Impacts CPD 118: Machinery and Equipment Valuation CPD 119: Urban Infrastructure Policies CPD 120: Urban Infrastructure Applications CPD 121: Submerged Land Valuation CPD 122: Expropriation Valuation CPD 123: Adjustment Support in the Direct Comparison Approach CPD 124: Residential Appraisal: Challenges and Opportunities CPD 125: Green Value — Valuing Sustainable Commercial Buildings CPD 126: Getting to Green — Energy Efficient and Sustainable Housing CPD 127: More Than Just Assessment Appeals — The Business of Property Tax Consulting CPD 128: Retail Property Valuation CPD 129: Industrial Property Valuation CPD 130: Residential Valuation Basics CPD 131: Commercial Valuation Basics CPD 132: More than Just Form - Filling:
Creating Professional Residential Appraisal Reports CPD 133: Valuing Residential Condominiums CPD 134: Rural and Remote Property Valuation CPD 135: Buy Smart: Commercial Property Acquisition CPD 136: Waterfront Residential Property Valuation (Coming soon: 2018) CPD 140: Statistics 101: Math Literacy for Real Estate Professionals CPD 141: Exploratory Data Analysis: Next Generation Appraisal Techniques CPD 142: Introduction to Multiple Regression Analysis in Real Estate CPD 143: Appraisal Valuation Models CPD 144: Geographic Information Systems and Real Estate CPD 145: Introduction to Reserve Fund Planning CPD 150: Real Property Law Basics CPD 151: Real Estate Finance Basics CPD 152:
Financial Analysis with Excel CPD 153: Entrepreneurship and Small Business Development CPD 154: Business Strategy: Managing a Profitable Real Estate Business CPD 156: Organizing and Financing a Real Estate Business CPD 155: Succession Planning for Real Estate Professionals CPD 157: Accounting and Taxation Considerations for a Real Estate Business CPD 158: Marketing and Technology Considerations for a Real Estate Business CPD 159: Human Resources Management Considerations in Real Estate (Coming Soon: 2018) CPD 160: Law and Ethical Considerations in Real Estate Business (Coming Soon: 2018) CPD 891: Fundamentals of Reserve Fund Planning CPD 899: Reserve Fund Planning Guided Case Study