finance business partner personal statement

Finance Business Partner Cover Letter Example

The Finance Business Partner is responsible for developing and maintaining financial models, forecasting cash flow, analyzing financial results, and providing financial guidance to the organization. They may also be involved in managing risk, developing financial strategies, and helping to identify areas for cost savings.

While it may be easy to draft a resume, it may seem difficult for many to write a well-polished and attractive Cover letter. If you feel that you need a helping hand, feel free to download our Finance Business Partner Cover Letter and get a chance to impress your hiring Manager.

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• Accounting & Finance

A Finance Business Partner is a high-level financial professional who works in close collaboration with operational teams to provide financial planning, analysis, and strategic advice. They are responsible for ensuring that financial decisions are well-informed and aimed at achieving business goals. They often act as a bridge between the finance department and other departments, providing insight and expertise to help ensure that resources are allocated effectively.

What to Include in a Finance Business Partner Cover Letter?

Roles and responsibilities.

• Analyze financial performance and provide financial advice to ensure the best use of resources.
• Develop financial strategies to maximize profits.
• Monitor and analyze budget performance to ensure budget goals are met.
• Analyze financial data to identify trends and issues.
• Develop financial models and forecasts to project future performance.
• Prepare financial statements and reports to be used for decision making.
• Work closely with other departments to develop and implement financial plans .

Education & Skills

Finance business partner skills:.

• Knowledge of financial principles and practices.
• Analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Proficient with Microsoft Office Suite and financial analysis software.
• Ability to manage multiple tasks and prioritize accordingly.

Finance Business Partner Education Requirements:

• Bachelor’s or Master’s degree in Accounting, Business, Finance, or a related field.
• CPA or CFA certification preferred.

Finance Business Partner Cover Letter Example (Text Version)

Dear Mr./Ms.

I am writing in response to your recent advertisement for a Finance Business Partner. With my extensive experience managing financial operations and providing strategic business guidance, I am confident that I would be an excellent addition to your team.

Throughout my career, I have managed financial operations for prominent organizations, providing key insights that have enabled them to increase their profitability. I am highly skilled in financial modeling, data analysis, forecasting, and budgeting, and I have an excellent understanding of financial regulations and reporting requirements. I also have a proven track record of providing strategic guidance to management teams, helping to shape the future direction of the company.

In my current role as a Financial Business Analyst, I have consistently delivered outstanding results. My accomplishments include:

• Developed a comprehensive budgeting and forecasting system that increased the accuracy of financial projections by 15%.
• Minimized cost by implementing a new purchasing system, resulting in an 8% reduction in expenses and a 6% increase in profitability.
• Led the financial planning process for multiple business units, delivering accurate financial plans on time and within budget.
• Streamlined financial reporting processes, resulting in a 20% reduction in time spent on reports.
• Leveraged financial data to identify trends and make strategic business decisions, resulting in increased efficiency and cost savings.

In addition to my technical skills, I am an excellent communicator and I have the ability to explain complex financial concepts in an easy-to-understand manner. I am also a team player who can easily collaborate with other departments and build strong working relationships.

I am excited at the prospect of bringing my skills to your organization, and I am confident that I can make a positive contribution. Please find my resume attached to this letter. I look forward to discussing my application further.

Sincerely, [Your Name]

• Highlight your qualifications: Show employers why you are the ideal candidate for the role by emphasizing the key qualifications listed in the job description.
• Use concrete examples: Use concrete examples from your past experience to illustrate why you are the perfect candidate for the job.
• Demonstrate a commitment to finance: Demonstrate your commitment to finance through your past experiences and your enthusiasm for the role.
• Show your personality: Show employers why you would be a great fit for the team by highlighting your personality and enthusiasm for the job.
• Keep it short and to the point: Make sure your cover letter clearly communicates your value to the employer and is not too lengthy.

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Finance Business Partner Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the finance business partner job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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• Ownership of total Supply Chain and service accounting and reporting including all financial and operational KPI’s, budgeting and forecasting
• You will play an active role in supporting the business in using and developing the system further as well as developing the operating model
• Building and maintaining a relationship with the IT and project teams, acting in a business partnering capacity in order to provide commercial support
• Drive performance culture by challenging key stakeholders, and ensuring accurate data, forecasting and target setting
• Business planning process including full budgeting and forecasting cycle
• To define, own and drive the cycles of planning, forecasting, closing and reporting (Opex, COGS, RTB, CTB, CTP)
• Handling all aspects of the reporting and planning including preparation of presentation and commentary
• Project completion reviews to assess project performance, ensure existence of proposed business benefits and manage transition into business as usual (BAU)
• Work closely with IT Operations Management Team
• Build effective relationship with the Project Managers and the Head of Delivery and in all aspects behave as a value adding trusted finance business partner
• Present financial figures to top management at month-end and highlight risks and opportunities
• Assisting with the capitalisation of assets and forecasting the subsequent depreciation
• Provide Financial Leadership in determining strategic Business direction
• Work with the Regional Offices to ensure accurate flow-through of their activity to the Global IT summary
• Working closely with Forecasting on setting gross revenue targets
• Keep track of important KPIs/trends/events impacting the business (IMS share and volume data, payor mix, price increases, new contracts, renegotiated rebate amounts, etc) and incorporate the information into the last forecast for the year
• Assisting with prioritizing projects and maximizing return on invested capital (ROIC)
• For the quarterly close, works closely with Corporate Accounts and Finance Ops to estimate Medicaid and Managed Care rebates
• Manage the preparation of presentations for SP (POG reports), the BU, Group (CFO packs on a quarterly basis) and SP finance summarizing results and providing explanations
• Ad hoc work as necessary (e.g., finance systems work)
• 10% - Responsible for managing and developing the analyst supporting the GIBU team
• Strong Stakeholder management skills and ability to build good, effective Relationships
• Strong analytical skills, including the ability quickly to grasp the "big picture" and exhibit judgment in drawing conclusions and solving problems
• Strong attention to detail and ability to work accurately
• A strong attention to detail and commitment to quality
• Able to work on own initiative, with excellent attention to detail
• Highly personable - able to build relationships with budget holder and retain independence
• Excellent interpersonal, listening and communication skills combined with ability to condense detailed subject matter into clear and effective communications
• Strong PC modeling skills, including excellent knowledge of Microsoft Excel, Access, and SQL
• Analyse revenue, net sales and cost drivers, to provide and track actionable recommendations to ensure profitable growth
• Attention to detail and excellent Excel and data analytics

15 Finance Business Partner resume templates

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• Support BA finance task delivery mandated by Division or BA Management
• Setup, planning and monitoring of initiatives and programs with impact on financials such as P&L or Balance Sheet
• Ensure relationship management to BA Management / Program / Project heads and stakeholders and act as trusted advisor for these management team for finance related questions
• Perform finance ad-hoc tasks (e.g. preparation of ad-hoc client lists which relate to CID critical tasks which cannot be supported from off-shoring capacities
• Support BA mandated special tasks assigned by the Finance head to support deep dives and other finance related tasks (e.g. footprint setup, structure implementation, LE setup efficiency etc)
• Support for NBC cases and SAP extract business case reviews and approvals
• Support Finance projects with local preferably local participation (e.g. GMIS, Insight WM, Standard reporting/PMS) and related communication and education measurement (road shows, trainings etc)
• University degree in Business administration / controlling
• Controlling experience in banking and/or financial intermediaries, used to interact with management positions
• Excellent command on MS Office (Excel, Access, Powerpoint), Hyperion Essbase, Business Objects, SAP Business Explorer
• Good command of English; German, French and Italian are an advantage
• Hands on mentality, active communication attitude, team player

Finance Business Partner Resume Examples & Samples

• An ability to acquire skills quickly to interrogate systems e.g. SAP / TM1 etc
• Good communication skills, particularly the ability to summarise large amounts of data and present in a concise and readily understood format. Including the ability to communicate complex financial analysis to non-financial people
• Part qualified/ newly qualified accountant (those training towards accounting qualifications will be considered)
• Experience of working in a financially focused role
• Good understanding of business strategic objectives
• Good understanding of business processes and activities and the underlying cost drivers
• Qualified Accountant with two years + PQE
• Experience of working in a multi-site or multi-national business
• Excellent time management skills and the ability to juggle multiple tasks and prioritise workload appropriately
• Able to work with many stakeholders and meet their requirements
• Execute strategic objectives as articulated by the Chief Operating Officer
• Review and present financials and variance commentary at Divisional Management Committee meeting
• Implement and monitor cost control initiatives within the different functional areas within the Business Units
• Track cost savings benefits for the different centres within the Business Unit
• Allocate duties to team members where required to execute and coordinate finance activities required within the business unit
• Monitor financial trends and identify gaps, based on gaps identified, motivate requests and new ways of work to the Senior Business Partner
• Provide financial advice and guidance to line managers and business owners on new initiatives, current budget management practices and trends in expenditure in their areas of accountability
• Explain targets and take accountability for the monitoring and achievement of own and team performance objectives
• Partner with the departments and the Business Unit line managers to complete sound annual financial plans within the agreed timeframes – this includes the review of forecasts for short term, medium term plans
• Ensure that processes, control requirements and risk management frameworks that have been designed for the area are understood
• NQF Level 7: Honours/Master’s Degree BCom Accounts
• Proficient in MS Office (Word, Excel, PowerPoint and Outlook)
• Understand the commercial drivers of the business function
• Lead the development and implementation of best practice in financial processes and link across Group O&T Finance to share best practice
• Primary AP Ops client face for SMT- Michael Teo and COO- Teresa Koh
• Provide highly effective performance management information, commercially challenging key business decisions through detailed analysis of the financial and business implications of such decisions
• Prepare and ensure the completeness and accuracy of, the books and records for the respective Function / Business Units, reporting externally and to Senior Management, whilst advancing the firm's aspirations in a controlled manner
• Provide business support using accurate, timely and reliable MI / Analytics to enhance the quality of decision making. The team drives the firms overall budget process and supports regular forecasting and accurate reporting
• Partnering, Strategy & Planning (30 - 35%)
• Deep and technical business partnering – build and develop FBP relationships across Ops and Central Operations and Technology teams
• Drive the completion of the annual Budget and Planning processes, manage financial upload into BPC system ensuring most effective approach
• Production of Financial Projections to support Flash submissions and identification of Risks and Opportunities
• Ensure effective tracking of Asia financials and budgets and mitigation of risks with continuous review with key stakeholders on overall AP Ops cost shape
• Actively manage AP budgets and forecasts and highlight business challenges which will impact reasonableness of gross cost base and headcount
• Implementation and embedding specific financial targets
• Regular P&L Forecasting updates and month end P&L analysis and commentary
• Project costing, analysis and tracking such as Transform and IPP
• Ability to prioritize effectively and being able to see the macro picture
• Tenacious and control focused
• Analysis of financial and strategic requirements for the business
• Provide specialist advice to the business
• Ad-hoc finance projects
• Analysis of industry trends, growth and drivers
• Review of monthly management reports
• Financial modelling/scenario analysis
• Review business cases
• Responsible for driving and supporting strategic, financial and operational performance of the business
• Work with the Managing Director and the Senior Leadership team delivering sound financial analysis to support decision making
• Promote a better understanding of financial issues among all levels of the business by creation of a coaching programme for improving commercial and financial acumen
• Support the business with proposals to challenge profitability and cash flow
• Use commercial understanding, financial and non-financial information with local and external knowledge and experience to drive improvements in operational and strategic business performance
• Ensure good understanding of performance drivers in local business
• Monitor performance against plan for business, work with departmental heads to forecast future business performance
• Review the large projects to ensure appropriate contract accounting and controls properly exercised
• Graduate with at least five years in a senior finance role including decision support
• Fully qualified in Accountancy
• Understanding of Financial accounting and controls
• Consulting experience would be an advantage
• Confident in influencing business managers
• Ability to work on own initiative
• Data management, analysis and interpretation skills
• Awareness of wider commercial environment
• Assist the Business Finance lead in providing decision support and strategic insight to the Business Head, COO and management team
• Be the primary point of contact for a number of different Continental Europe Institutional business heads, their COOs and other key stakeholders. Offering decision support assistance and management reporting
• Manage the review Sales KPIs and performing an adjustment process to overcome system limitations
• Support the business through annual financial budgeting processes and periodic business performance reviews
• Revenue & Expense monitoring and forecasting
• Produce monthly & quietly management reporting
• Work closely with the COO team to analyse and report on weekly and monthly sales activity
• Knowledge of asset management revenue drivers would be an advantage, knowledge of financial services is essential
• Strong Excel skills - at a minimum must be competent with data manipulation, using pivot tables, vlookups, sumifs etc
• University degree in a numerical subject preferable
• Good general MS Office skills

Finance Business Partner of Operations Resume Examples & Samples

• Significant demonstrable management & leadership experience of a division or company including a strong ability to influence across lines in a matrix organisation
• Developing a clear understanding of the billing cycle, the impact on call volumes and cash flow. Identifying opportunities to improve our processes, customer service and cash flow
• Developing a clear commend of the debt path, the impact on customer service and cash flow. Segmenting our debt and driving process improvements to enhance customer service improve cash flow
• Formulate and lead the implementation of Operations finance policy and goals and develop and maintain a strong control environment
• Partner with commercial teams to meet commercial goals and objectives and ensure disciplined approach to capital investment decisions
• Partner with Financial Controller's team and other functional groups to create appropriate level of controls and ensure effective and efficient controls exist
• Lead the Operations strategic planning and forecasting process
• Preparation and ownership of management accounts and cost analysis for a number of the Group's major schemes, including responsibility for the scheme's balance sheets and cash flow reporting
• Key point of contact for the business for the provision of financial information and wider financial support in relation to their designated schemes
• Working with the ledgers team to effectively manage the sales and intercompany ledgers of their schemes
• Acting as a mentor and source of knowledge for more junior members of the management accounting team
• Ability to identify process improvements and support the continuing development of the finance function
• Qualified accountant (ACA, ACCA, CIMA) with at least 2-3 years of PQE
• Experience in the preparation of management accounts and variance analysis
• Excellent interpersonal skills and ability to communicate orally and in writing with all levels of management and non-finance personnel, including external joint venture partners
• Advanced Excel user and experience of working with complex financial models
• Construction and development industry experience ideal but not essential
• Commitment to the company values of delivering excellence, working collaboratively and doing the right thing
• Production of monthly management accounts including variance analysis
• Preparing required accruals to ensure accurate reporting of month end results
• Business partner with product teams to challenge and collate the proposed annual budget
• Produce annual budget and quarterly forecasts as per the agreed timetable and entered correctly into reporting system
• To provide analysis of KPIs, profitability and trends to identify areas of opportunity or concern

Finance Business Partner / FP&A Manager Resume Examples & Samples

• Financial analysis, forecasting and budgeting
• Strong business partnering with Sales and Marketing team
• Commercial involvement in deal making and contract negotiation
• Working closely with the APAC and Country team to drive initiatives and performance
• Working closely with internal stakeholders to achieve excellence
• Minimally a degree or professional certificate
• 10-12 years of experience in Finance and/or Accounting
• FMCG or Pharmaceutical industry experience
• Strong business acumen and good communication skills
• Experience in deal-making or contract negotiation would be a plus
• 50% Provide financial leadership by acting as the financial partner to several R&D functions. Specific responsibilities include
• Prepare functional long range finance plans that feed into program portfolio prioritization as well as program business
• 35% Serve as the lead finance representative to multiple clinical development teams. Specific responsibilities include
• 15% Lead special ad-hoc projects which could include post merger integration support to Shire future M&A deals or financial systems optimization
• Candidate must have 5+ years’ experience in a finance managerial role demonstrating strong technical and analytical skills and a track record of success working in a team-based environment
• Support Operational or Commercial Managers in delivering targets through influencing and challenging on margins
• Provide effective business partnering through building strong working relationships with Sales, Marketing
• Challenge and influence the business on costs, business cases and revenue generating activity
• Provide detailed reporting on category performance, complete with analysis of KPI's and variances
• Deliver category budgets and forecasts, ensuring there is integrity behind the numbers
• Production of the Monthly Management Accounts
• Forecasting on a rolling monthly basis
• Support the Management Team in the Business Planning process
• Financial and commercial support to Operations leaders
• Working with the Operations & Finance Teams to assess the impact of change control
• Promote strong financial control and cost control within the business
• Ad-hoc analysis and project work

Collaboration Finance Business Partner Resume Examples & Samples

• Perform as a trusted advisor, business partner and liaison to the management team
• Technical revenue recognition and offer support partnering with Revenue Accounting
• Strategize with Product and Promotions to develop incentive programs from a Finance perspective
• Direct business partnership with the Strategic Pricing and Licensing teams
• Ownership and project management of key finance initiatives
• Solid revenue accounting background (Sales-Finance/Service/Corporate Revenue preferred)
• Understanding of P&L management
• Ability to gain a functional understanding of Cisco’s collaboration platforms such as WebEx, Cisco Meeting Room, Cloud, On Premise, CUWL (Unified Communications Portfolio) and other bundled offerings
• Ability to work and succeed within a deadline-driven environment
• Candidates possessing a CPA certification will be highly considered
• Strong business partnership skills
• Track record of achievement and results orientation
• Excellent analytical and critical thinking skills
• Proven Ability to build cross functional relationships
• Advanced degree (MBA/MSA)
• 10+ years of Finance/Accounting experience
• Prior experience with Cisco's planning cycle (preferred)
• Prior experience with information technology finance and/or knowledge of project management concepts a plus
• Prior experience with Budget vs. Actual variance analysis

Finance Business Partner G&a Resume Examples & Samples

• Assist these functions in achieving their financial objectives
• Coordinating with Finance Operations and Group Finance in developing, modifying and executing finance best practices throughout these functions
• Liaison with the Management Information Team to enhance monthly management reports and improve efficiency
• Collaborate with other Finance Functions on cross-finance projects, such as development and support of an allocation methodology and refining our forecast processes
• When appropriate, support G&A functions on integration and restructuring initiatives
• Provide input to Group Reporting and Group Finance to ensure legal reporting requirements are properly disclosed
• Preparing a full cost analysis for Legal Cases in order to monitor cases that span multiple years
• Deliver value-added analysis of company benefit plans
• Collaborate with Group Finance on the development of the Global Annual Budget HR Guidelines
• Act as key point of contact between HR and Finance for coordinated communications as well collaborating to identify improvements to finance dependent processes
• Job candidate must possess a BS/BA degree in Finance or Accounting. An MBA in Finance or Management, CPA or equivalent accreditation, is preferred
• Minimum seven years of experience in a financial or management reporting position preferably in the pharmaceutical industry
• Experience of managing a team and of working in a matrix structure is desirable
• Experience with management reporting, financial analysis, budgeting, forecasting is highly preferred
• Participating on NBU product strategy teams as needed
• Participating or ensuring appropriate support for GMAc meetings as need
• Providing financial decision support
• Assist head of NBU finance in providing Investor Relations with appropriate analytics to support presentations and quarterly earnings calls; and
• Participating in ad hoc BU projects as needed
• Previous experience managing a team is preferred
• Proficiency in Microsoft Excel and PowerPoint, including Excel modeling, and experience creating presentations in PowerPoint is required
• Previous experience with SAP R3 and BW is desired
• Hyperion Financial Management / Hyperion Planning knowledge preferred
• Pharmaceutical experience is preferred
• Client Face Finance Business Partner for Compliance
• Focusing on providing both functional and Business support
• Direct ownership of a series of functions within Compliance
• Partnering with and acting as a control function for functions owned
• Day-to-day responsibility for cost reporting, MI, stakeholder management and ad hoc
• Providing support to stakeholders in both Compliance and finance
• Managing the month end position and flash process for assigned Businesses
• Month end reviews and in depth analysis for assigned functions within Compliance
• Reporting of the Compliance Change/ Strategic Invesment budget and project specific
• Adhoc analysis and MI for senior management, including headcount

Finance Business Partner Gi & Im Bu Resume Examples & Samples

• 30% - Manages and leads the financial LRP planning process as well as the annual budget for the GIBU
• Leading Budget/LRP review meetings
• Working closely with Corporate Accounts understanding Managed Care and Medicaid rebate estimates
• Working closely with the brand teams on developing marketing strategies in order to effectively allocate spend to execute the plans, coordinate with brand team to develop coupon strategies
• Working closely with the PSLs and R&D finance team in understanding components of R&D spend
• Managing the preparation of presentations for the BU as well as SP finance identifying risks/opportunities with the financial plans
• Coordinating the preparation of appropriate sensitivities
• Delegating appropriate activities to analyst on the team
• 30% - Manages and leads the monthly and quarterly close for the GIBU
• Reviewing the results for reasonableness and understanding causes for variances from budget and/or forecast
• Ensure understanding of actual vs budget/forecast GTN differences
• Identifying trends that could potentially impact ability to achieve full year results
• Responding to inquiries from Group finance on results
• Delegating appropriate activities to financial analyst on the team
• 8-10 years of experience with management reporting, financial analysis, budgeting, forecasting, and financial valuations is highly preferred
• Experience in dealing with people with a keen focus on customer service is required
• Experience working in a matrix organization preferred
• Working as part of a team is required

Finance Business Partner Ophthalmology & Co E Resume Examples & Samples

• Bachelors Degree in an accounting / financial discipline is required or equivalent experience. CPA, MBA or equivalent is desired
• 5+ years of experience with management reporting, financial analysis, budgeting, forecasting, and financial valuations is highly preferred
• Biopharmaceutical experience is preferred
• Act as a relationship-manager for the end-to-end delivery of Financial solutions to the business
• Interface between the client business and centralised functions within Finance (centres of
• Working closely with the central finance teams to design necessary reporting to support
• Provide advice to internal clients, both proactively and as requested (including such matters as
• Significant and relevant reporting, controlling, accounting experience
• Strong commercial acumen, as well as knowledge and understanding of the client business and
• Develop and prepare monthly analysis of acquisition and retention cost trends by major product type, customer segment and channel to meet needs of commercial business units and wider organisation
• Working cross functionally across the business and finance to provide mid-month outlook of customer investment cost performance to internal stakeholders
• Review of effectiveness of subsidies and promotions with business owners to include post investment analysis
• Ownership of externally reported information to Group and making sure of alignment with the internal view of costs across segments and major product lines
• Attendance at key decision forums with consumer business units and provide insight into performance drivers of costs
• Ownership of the production of insightful driver based customer investment trend analysis on a monthly/weekly basis to segment & channel leads
• Working cross functionally within the finance community and the business owners to harmonise reporting
• Financial planning & forecasting
• Qualified accountant (CIMA, ACCA,ACA) with 2+ years PQE
• Excellent PC skills with proficiency in Excel front ends
• Previous financial modelling experience
• Planning, forecasting and budgeting experience
• Working knowledge of SAP, Hyperion Enterprise, Essbase and VIP would be advantageous
• Provide Commercial Finance Support to the UK Finance and Sales team
• Analysis and review of financials to provide insight on key drivers and underlying trends
• Provide financial support and analysis for marketing investment cases across all products within the channel
• Provide financial support and analysis for launches of new Propositions and offers to the market
• Performance of post investment reviews for any propositions, offers, capex, marketing and other investments impacting the channel
• Track and monitor performance of transformation activities working with the business to ensure we have the most effective structures in place to deliver profitable revenue growth
• Responsible for the development and tracking of the UK capex budget, working in collaboration with the Finance team and Digital, Product and Strategy team
• Financial support for business cases supporting transformation across ensuring the appropriate level of challenge is provided to the business
• Produce appropriate briefings for senior / executive management
• Ad-hoc analysis to understand business drivers and resolve issues
• Revised Annual Forecast (RAF) and Medium Term Plan (MTP)
• Performance Cost Forecasting
• Review the modelling of the high level and detailed forecasts
• Prepare presentations for senior management meeting (e.g. Finance Committees, Monthly Business Reviews) with additional analysis for cribs, to assist the governance process for the IB plan, including liaising with other teams for their inputs where required
• Incorpore of new Group/regulatory requirements such as Structural Reform into the forecast processs
• Development of reporting suite and toolkit to support restructure of the Investment Bank
• Manage performance cost forecast and monthly reporting to senior management. This includes performance costs, review/challenge monthly flash reporting from Financial Control, prepare presentation of monthly performance costs deck
• Assist in competitor analysis reporting where IB quarterly results are benchmarked against the peer set. This information is reviewed by senior management and used to assist in communication to the market for external results announcement
• Other ad-hoc analysis as required
• Assertive, determined and resilient
• Well-developed communication and coaching skills
• Proven project management abilities with a track record of delivery
• Evaluate the company business with analysis on KPI and financial analysis on business performance
• Conduct market research studies and analysis to assess current market trends
• Conduct analysis to identify risks & opportunities on a monthly basis
• Work closely with Sales and Marketing to conduct sales trend analysis, pricing analysis and product mix analysis

Finance Business Partner With Administration Resume Examples & Samples

• Provide Business Partner support to a broad, diverse and senior level client base
• Measure and analyze financial performance against key metrics and provide qualitative analysis to Senior Management
• Manage annual budget and quarterly forecast processes
• Represent clients in annual McLagan Benchmark Study
• Liaise with Business Units and Business Unit Controllers on client expenses, forecast/budgets and strategic business reviews
• Manage audit of annual REM Savings Initiative Validation
• Partner with Corporate Services on presentation of quarterly firm wide transparency reviews
• Oversee Business Unit Due Diligence Reporting
• Firm wide PRA Reporting
• Manage firm wide rebate process and report to Senior Management
• Oversee compensation expense analysis and reporting
• Represent clients in MS Bank and MSPBNA regulatory reviews
• Quarterly Lobbyist reporting for the Firm
• Oversee Community Affairs philanthropy spend and provide complex accounting guidance
• Firm Management allocation weighting and monitoring
• Oversee controllable expense review
• Liaise and oversight with colleagues in Budapest on key deliverables
• Strong organizational skills and attention to detail, including the ability to coordinate, prioritize and manage multiple activities
• High self-motivation and the ability to work both independently and as an effective team member
• Ability and willingness to adapt to new challenges in a dynamic environment

Finance Business Partner With Operations Resume Examples & Samples

• Developing strong personal and team relationships across a multitude of Operations, Business and Support Services stakeholders
• Building, developing and coaching a strong finance team, promoting mobility, risk mitigation, performance recognition
• Bachelors and/or advanced degree
• 10+ year’s financial analysis / financial management experience - preferably within Financial Services
• Highly developed knowledge of - and demonstrated success in architecting / implementing - strategic and tactical data management and financial reporting solutions
• Highly developed and polished communication and influencing skills
• High level of energy, self-confidence and professionalism
• Strong desktop technology skills
• This position is part of a Finance department that supports the infrastructure functions of the firm, and specifically resides within the Corporate Support Finance (CSF) Business Partner team
• This position is an FP&A aligned role which supports the Global Operations function. The role is largely focused on the development of the cost base and headcount for the entirety of the Global Operations group, but provides support and direction to the business aligned Operations functions for Wealth Management, Institutional Securities, Asset Management - as well as other Operations shared-services functional groups
• This role will provide information and analysis to various constituents regarding the drivers of cost, as well as forward looking cost projections, productivity measures and other leading performance indicators
• The position leads the Global budget and forecast execution process - steering other CSF Finance team members and liaising with Technology and Operations teams. Furthermore, the position provides an overarching review and analysis / communication of Global Operations monthly performance results, risks and opportunities. This position also develops and maintains EUC developed databases which are integral to Budget / Forecast and other monthly / Qtrly cyclical deliverables
• The position provides the vision and drives the execution of other strategic and tactical approaches in building the technical and analytical framework / solutions in response to strategically focused senior Operations and Finance requests
• Strong interpersonal and communication skills. Demonstrated experience and success in leading and managing people in a matrix structure is a prerequisite
• Highly developed data management / technical skills - leveraging desktop applications and corporate accounting / management reporting systems and tools. - Advanced to expert level skill in Excel is critical and advanced Access experience and skills is highly desirable
• The candidate must have a demonstrated track record of success working / multi-tasking in a very demanding, fast paced and deadline driven environment
• 5-10 years of relevant experience (financial analysis and budgeting / forecasting FP&A type of role) - preferably in Financial Services. Optimally, strong expense management experience
• Minimum of a Bachelor's degree in a Finance or related field. Additional professional certifications, advanced degree a plus

VP-analytics Finance Business Partner Resume Examples & Samples

• Coordinating and delivering requested analysis of the P&L, balance sheet, key value drivers and financial performance of the cluster with responsibility for working with the business unit teams to critically assess forward looking performance
• Establishing a cross-functional analytical community to support ad-hoc deep dive analysis of portfolio's, including vintage analysis, product specific analysis and marketing optimisation
• To provide incremental band-width for key activities including M&A, strategic projects, NPV hurdle rate setting, CEO business reviews and investor relations support
• Strong commercial acumen and strategic thinking, with a deep interest in the drivers of performance within the business and a drive for high standards and continuous improvement
• Experience of developing financial goals and targets and analysing financial returns
• Excellent communication and presentation skills, with the ability to clearly synthesise large amounts of data and explain the implications for the business
• The confidence to deal effectively with senior colleagues in all parts of the business
• Strong experience of developing informal networks and building strong relationships across numerous geographies
• Monthly review of P&L, related trends and allocations. Support F/L/R/A clients in an advisory capacity regarding financial activities especially around month-end and quarter end close, Budget and Forecast cycles and client-initiated adhoc business needs. This involves working directly with the client COO and CAO teams, BU stakeholders and respective controllers and support services counterparts (including senior management levels)
• Key role in Budget & Forecasting cycles: communicate guidance and scope and lead on data gathering efforts with clients as well as the intra-departmental facilitation with support services counterparts. Responsible for coordinating dependencies via cross-functional calendars, setting timelines and managing deliverables within for required execution, data quality check points and reporting - in partnership with controllership groups (ie: comp modeling, headcount analytics, CTB/RTB activities, non-comp and allocations, and overall financial storylines)
• Assist with (non-standard) financial schedules and reporting on behalf of decision making client groups. Draft effective qualitative write-ups in support of lead business partners and clients (monthly client financial snapshots, Budget/Forecast presentations, Firm NonComp Expense management)
• Summarize key financial highlights and qualitative commentary that contributes to setting the agenda and framing the dialogue for client meetings (monthly, quarterly, YoY, plan v. actual etc…). Prepare meeting materials and/or presentations
• Assist with strategy based exercises, cost modelling, savings projections, financial business plan justifications, exit rates and multi-year planning. Participate in comp modeling, strategic metrics, analysis efforts and overall client relationship management
• Help drive the departmental agenda by coordinating with the controllership teams on day-to-day tasks and related execution. Focus on processes and provide guidance to drive value add reporting and related process efficiency enhancement efforts (globally)
• Very strong team player who is comfortable multi-tasking and works well under pressure
• Effective communicator with client facing experience
• Good facilitator, confident in working with others at all levels
• Very strong Excel and Power Point skills
• Experience in working through day-to-day tasks and project work with global teams
• Omega, Abacus System experience

Channel Finance Business Partner Resume Examples & Samples

• Professional Accounting (CA, CPA)
• Technology background and experience with a US multi-national
• Cloud business and software term based licensing model experience
• Manager experience
• Providing Finance and senior client management with clear, focused and sound financial assessment and guidance (strategic insights, risks and opportunities, linkages across segments)
• Supporting Quarterly / Annual budgeting and forecasting activities (complex and time sensitive, cycle driven and continuous forward look approaches)
• Bachelors and/or advanced degree in a relevant discipline
• 2 to 5 years financial planning and analysis management experience - preferably within Financial Services
• Optimally having experience in expense management role, expense accounting knowledge
• Strong time management skills, able to prioritize, adapt and manage to deadlines
• Provide finance coverage and support to Institutional & Corporate Technology and department Senior Business Managers, COO and CIO
• Provide comprehensive financial advice and expertise; financial management support, including strategic and tactical business decision support
• Prepare reporting of monthly/quarterly financials and present insights to Technology Management in a consolidated and standardized fashion, enabling key decisions and actions
• Manage relationships and partner effectively within the global IT Finance teams
• Deriving labor rates (both compensation and consulting) during quarterly Budget/Forecast cycle; reviewing/updating fully loaded rates in Finance Systems in collaboration with the Finance IT support team
• Look for opportunities to improve or streamline existing processes/reporting
• Bachelor degree in Finance, Accounting, Economics or MIS, with 3-5 years of experience in IT Finance or FP&A
• Technology Finance experience supporting large Application Development organization, with portfolio of multi-year initiatives
• Excellent written and verbal communication skills, interpersonal and collaborative skills, and the ability to communicate finance technology concepts
• Must be a critical thinker with strong problem-solving skills
• Project management skills; financial/budget management
• Ownership of the divisional P&L
• Monthly FP&A explanation and presentation of trends/variance
• 1st point of contact for the division's finances
• Produce monthly total performance pack including Fixed Line, coordinating inputs from other team members
• Key team member for upcoming promotional or marketing activity
• Excellent time management skills and ability to work under time pressure
• Ability to influence and manage key stakeholders
• Ability to challenge effectively on budgets and forecasts
• Ability to acquire new skills quickly in order to interrogate systems
• Ability to communicate financial information and analysis to a very senior audience
• Candidates should be a fully qualified accountant or have relevant job experience
• Strong analytical ability - experience in banking / insurance or in an industry which requires complex analysis
• Experience in the preparation of financial reporting outputs
• Ability to manage work load between operational deadlines
• Ability to plan project work and deliver results to an agreed timetable
• Ability to present findings clearly, verbally and in writing
• Managing the budgeting process and forecasting processes, helping the project team manage their budget vs forecast
• Provide WIP analysis and report back on key areas of risk and opportunity
• Drive process improvement initiatives and seek to outline opportunities for potential efficiencies
• Providing support to the business on coding of purchase orders in the SRM / SAP tool
• Managing new master data requirements with the Management Information team (e.g. new cost centres, % cost allocations etc.)
• Conducting monthly accruals phasing reviews with the budget owners and assist in online phasing on SAP tool
• The ideal candidate should have 8+ years of financial analyses and detail modeling experience
• Proven ability to be flexible, manage multiple priorities, work autonomously and learn quickly in a fast environment
• SAP & Business Objects experience is a plus
• Cost accounting experience is a plus
• Must have very strong Excel skills, particularly with regard to financial modeling
• Bachelor's degree in finance or economics; MBA is preferred
• Attention to detail, accuracy, resourcefulness, analyses and follow through skills
• Ability to complete projects/reports within established deadlines
• Must have excellent communication skills, both written and verbal
• Monitor and report on the performance of a product portfolio, with a particular focus in assessing the financial impact of pricing and business volume decisions
• Market Analysis to ensure products are attractive to customers yet profitable
• Develop comprehensive financial models
• Monthly reporting of income and costs, regular forecasting and input into the annual budget
• Driving profitability across multiple product ranges and geographies
• Building close working relationships with internal customers to ensure a clear understanding of their needs for financial support
• Driving the 12-month rolling budget process, including quota target setting and product budgets
• Successfully operating as the primary contact person for cost analysis and creation of the cost budget
• Preparation of ad-hoc analysis and reporting to provide accurate and timely information in order to support commercially-sound business decisions
• Analyse price proposals on commercial viability
• Regular review of margins including the use of price-mix volume variance analysis
• Qualified accountant (ACA/CIMA/ACCA)
• Significant Commercial Business Partnering experience, preferably gained in an FMCG or commercial environment within a in a large blue chip company
• Excellent communication, interpersonal, influencing and relationship building skills
• The capability to progress to a senior leadership position within the function

Finance Business Partner International Operations Resume Examples & Samples

• Support the development of the business units or department’s annual operating budgets and the development of strategic and operating plans. Build and maintain complex financial and analytical models using advanced Excel skills and SAP Queries and automating them
• Perform due diligence for new initiatives. Perform sensitivity and incremental cost-benefit decision analyses. Provide analytical support for business initiatives. Identify, analyze, and communicate trends and issues affecting the business
• Provides analysis and feedback on financial performance and key performance measure. Provides root cause variance explanations and highlights opportunities and risks
• Provides financial information and guidance to all levels of management. Perform in-depth variance analysis between actual operating, budgets and identify and investigate any resulting variance
• Analysis of financial performance and production of management reports
• Engage and manage relationships with stakeholders
• Develop forecasting models
• Detailed business channel reporting and analysis
• Business case analysis
• Providing day to day support to the Customer Service operational teams, working with the Head of CS and his team to ensure that KPIs and costs are understood and monthly results are shared back with the Exec
• Lead on Customer Service budget & forecast cycles, working with business to ensure that these are agreed and passed to the Financial Planning team according to the agreed timetables
• Evaluate the investment priorities of the Customer Service Team, performing relevant investment appraisal and undertaking financial due diligence in measuring financial benefits
• Perform investment appraisal for other business areas as required, working with business owners to capture financial benefits, build a business case and support through the Tesco Mobile Change Process
• Collate budget for recharged sales channel costs, and work with the Shareholders to communicate and agree these in line with agreed planning timelines
• Manage all sales channel operational costs, ensuring these are identified, approved and recharged to the Shareholders in a timely & accurate manner
• Agree proportions of regular and ad hoc opex spend to recharge to Shareholders both periodically and when changes to base & scope occur and support the financial accounting team by providing details of agreed cost allocations
• Act as finance lead for coordination of all Shareholder cost recharge queries and reporting
• Supporting on other ad-hoc and regular tasks as required
• Qualified accountant with experience of commercially focussed financial analysis
• The ability to articulate the financial risks and impact of a proposal
• Experience of Business Partnering operational teams
• Ability to establish a strong working relationship across different teams
• Strong Influencing and communication skills
• Provide financial and strategic advice to the Leadership Teams in order to actively contribute to delivery of overall financial and functional performance
• Actively contribute to delivery of overall financial and business performance through effective reporting and analysis
• Establish strong business partnerships with functional senior management, budget owners and project managers by understanding the business area, objectives, needs and issues
• Educate customer groups on financial aspects of business decisions and resource allocations
• Good interpersonal skills demonstrated by creation of a network of key partners within Finance and the business
• Identify and support simplification projects and implementation of best practices
• Prepare detailed financial analysis and ad hoc reports to the Board including full KPI & sensitivity analysis and actuals v budget reporting
• A broad range of ad hoc commercial projects

Finance Business Partner ACG Finance Resume Examples & Samples

• Partner with and advise business leaders within ACG on financial decisions
• Develop reporting for various levels of ACG management and Finance stakeholders
• Work cross-functionally with Legal, HR, Accounting, Tax, etc. to support ACG
• Lead execution of special projects including M&A on behalf of ACG Finance team
• Has 5-7+ years of finance experience,
• Possesses strong business judgment and is able to frame issues in the context of the big picture,
• Thrives in a fast-paced, start-up environment but, at the same time, is able to maneuver the processes of a large public company,
• Is a self-starter that can manage projects without a lot of supervision,
• Deals well with uncertainty, complexity and change,
• Is a creative thinker that can find solutions and bring structure and process to the ambiguous,
• Is an excellent communicator and can build strong relationships with senior business leaders,
• Has the ability to influence senior business leaders, peers and cross-functional teams and,
• Has experience in forecasting, analyzing and managing budgets
• CIMA/ACCA/ACA Qualification
• Experience in financial modelling as well as significant research and analytical capabilities
• Proven commercial track record and ability to see the wider financial impact of business decision making
• Ability to communicate effectively with and influence both finance and non-finance personnel at all levels

IT Finance Business Partner Resume Examples & Samples

• Financial Planning including Budgeting (Annual) and Rolling Forecast (Monthly)
• Month end reporting - Financial Controlling, monitoring IT Transactions (IT Services & Assets) to ensure alignment with IT Accounting Key Data Structure (KDS), Accruals and maintain efficient financial data
• Build effective relationship with Head of End User Services and Head of Production Services and in all aspects behave as a value adding trusted finance business partner
• Work closely with End User Services Management Team to drive Financial Stability, accuracy of Data, Planning and Financial Analysis of new cost savings intiatives, financial impact from Central & Regional projects
• By understanding cost drivers and Business requirements of IT Services, contribute with developing new Cost saving opportunities and support in its implantation which is critical to deliver the IT Cost Leadership strategy
• Collect, understand and document relevant Business reasons to explain variances to budget, Accruals, Intercompany Charges within Maersk Group
• Ability to handle the pressures arising from meeting deadlines and targets
• Ability to Business partner across functions
• Well versed with PtP (Purchase to Pay) and AtR (Accounting to Reporting) processes
• Experienced in using SAP and Business Warehouse Reporting
• Experience with IT Industry is a distinct advantage
• Excellent knowledge of SAP and Microsoft applications especially Excel & PowerPoint
• Ability to demonstrate use of our values in the daily work
• Strong communication skills and an ability to influence decision makers and senior stakeholders
• Adaptable/Flexible approach with strong analytic mind-set
• Must be execution oriented in behavior, with strong problem solving skills and structured approach
• Communicating and translating complex financial / non-financial ideas to people outside the finance function
• Interpreting data, both financial and non-financial and understanding the impact of these on the business
• Advising and supporting on pricing decisions, provide support on tenders and contractual agreement
• Advising and challenging, where appropriate, key stakeholders in order to add value in terms of the analysis and commentary produced
• Understand the key business drivers and trends that will maximise profitability and cash generation
• Qualified Accountant (ACCA/CIMA or ACA) with post qualification experience
• Strong and confident communication skills, both orally and in writing, with the ability to interact with senior members of the business
• Experience of budgeting and forecasting discussions with senior business partners
• Strong finance skills, including experience of providing monthly management accounts

Interim Finance Business Partner, IT Resume Examples & Samples

• Develop strong and trusted partnerships with key budget holders within IT and with a commercial mind-set, provide analysis, challenge and insight on commercial finance matters and strategies – pro-actively addressing areas that may not have been previously considered including detailed supplier analysis
• Provide effective monthly management reports for key budget holders and Finance leadership team
• Support and influence key business decisions through the pro-active creation of business cases and ‘what-if’ scenario planning, ensuring there is a consistent approach applied within IT
• Ensure sufficient financial rigour is applied on all key investment decisions and post investment reviews are carried out, with learnings communicated and embedded in future assessments
• Play a key role in evaluating business performance and offering advice on the future direction to achieve business targets and KPIs. Track, report and monitor performance against these targets
• Help drive efficiencies through value adding activities by leading and delivering commercial finance analysis and identifying and managing KPIs for IT
• Oversee the financial planning process and ensure sufficient financial rigour has occurred in identifying efficiencies and cost savings
• Oversee preparation & review of documents for the OC and PMO project prioritisation
• Lead and co-ordinate delivery of the month end close and financial controlling of IT
• Maintain a balanced connection between your key budget holders and the Finance Leadership Team
• Partner with Regional Finance leads on the global overview of budgets
• Partner closely with Commercial Procurement , Marketing and Digital Commerce Finance teams and the PMO
• Manage direct / indirect reports to optimise their performance and oversee their development, both as individuals and as a team

Spanish Finance Business Partner Resume Examples & Samples

• Qualified accountant (CIMA, ACA or ACCA) with post qualification experience. This role will require an awareness of methods other than UK GAAP
• Fluent in business Spanish (essential)
• Experience of Finance Business Partnering, ideally gained in a professional services environment within a large finance function
• Drive and support Group IT
• Drive IT cost analytics
• Deliver insight into business performance
• Track transformation costs
• Feedback analytics to key stakeholders
• Challenge and influence stakeholders
• Accountancy Qualification (ACA, CIMA or equivalent)
• Experience business partnering with an IT function
• Ability to challenge and influence stakeholders
• Demonstrable ability to build and maintain relationships with key stakeholders across the business
• The ideal candidate should have 6+ years of financial analyses and detail modeling experience
• Bachelor's degree in accounting, finance or economics; MBA is preferred
• Must have excellent communication skills, both written and verbal, and strong influencing skills
• Developing effective relationships with senior managers and becoming the key business lead on all finance matters for the business areas of responsibility
• Embedding a culture of financial and commercial challenge, ensuring that all the impacts of business decisions are evaluated and communicated
• Understanding the key profit and cost drivers in the business, ensuring that risks are highlighted and mitigated in an efficient manner
• Presenting complex financial concepts in a way that can be easily understood by non-financial stakeholders
• Adding value financially and operationally to the business area and leading on initiatives in relation to Finance related issues
• Ensuring all investment projects are fully analysed and appraised
• Inputting to and advising on content and presentation of business cases prior to sign off for functional area
• ACA/ACCA/CIMA qualified
• Having big company background is a bonus
• Previous business partnering experience
• Investment appraisal and business case exposure
• Experience in reporting and planning procedures
• Demonstrable ability to communicate and influence at senior level
• Strong analytical financial management skills
• Produce financial packs
• Provide commercial acumen on business propositions and proposals
• Build relationships with key stakeholders
• Influence key stakeholders
• Financial planning and forecasting
• Financial reporting, month end, year end reporting etc
• Align business to financial reality of issues and projects
• Challenge senior managers, inlfuencing on their decisions
• Previous commercial finance experience
• Analytical experience
• Be confident with high levels of presentation skills
• Be a strong reporter
• Qualified accountant (ACA/ ACCA/ CIMA) or equivalent
• Prepare monthly review with business managers (provide budget holder with up to date information, challenge overspend / underspend)
• Support management team with costing and implementation of various change agendas and business cases
• Co-ordinate unit cost analysis while linking operational, customer and financial performance, to identify areas for focus/change
• Identify and recommend opportunities for cost reduction and/or revenue improvement
• Track and drive cost saving initiatives
• Present complex information in an accessible and meaningful way
• Manage Forecasting and Reporting activities
• Ensuring all month end activities are performed within deadline
• Guide financial analysts in resolving month end issues
• Balance sheet control
• Experience of working in the international TV production and/or format business, ideally in a multinational, multicurrency environment
• Qualified Accountant (ACA/ACCA/CIMA) or equivalent international, graduate or business-related qualification, with post-qualified experience
• Proven ability to work as a business partner to senior management, with a variety of functional responsibilities
• Strong analytical skills, including the ability quickly to grasp the "big picture" and exhibit judgment in drawing conclusions and solving problems
• Experience of working in a corporate environment undergoing significant change or growth of the underlying business
• Exposure to international accounting and ideally a thorough knowledge and experience of US GAAP applicable to revenue recognition
• Good team player with an ability to operate in a collaborative manner across business units and functions
• Strong but diplomatic character, preferably having experience in working in a multicultural environment (Fluency in Spanish is desirable)

Finance Business Partner Wealth Management Latin Resume Examples & Samples

• Manage senior client relationships as a proactive partner and independent strategic advisor to deliver end-to-end financial insights to the business
• Primary interface between the business and Finance functions
• Develop and maintain internal stakeholders relationships through collaboration and challenge to deliver a service that fulfils the business's strategic objectives
• Provide an integrated view of financial analysis combined with non-financial information to provide the business with performance transparency
• Possess strong commercial acumen, as well as knowledge and understanding of the client business and environment to contrast an internal picture with the external view
• Communicate with, and explain financial concepts to non-finance people, influence key decision-makers and support the business in strategic decision making
• Support the development of business plan
• Support the month end close process with our other finance partners
• Perform monthly inventory accounting. Explain and track the following variances; volume and material usage
• Allocate budgeted overheads to products to determine total product costs as appropriate
• Support the raw material budget process in close conjunction with technical services and operations
• Work with designated process teams in delivering meaningful information on financial performance, in particular those production variances that the process teams influence
• Ensuring that all th internal controls are maintained and that local controls are compliant with corporate polices
• Support strategic initiatives for product portfolio analysis
• Qualified Accountant (ACA/CGMA, CPA etc)
• Some related experience in a similar role would be an advantage
• Strong interpersonal skills and ability to communicate with diverse groups and individuals
• Acting as a business partner (finance) and to act as a finance representative in business management meetings
• Provide regular analysis on the balance sheet and provide transparency around financial gaps and drives around cost efficiency
• Regular MIS reporting, and roll out MIS projects
• Playing a key role partnering with business stakeholders and management teams such as the COO and driving analytics
• Implementation of key initiatives

Group Finance Business Partner Resume Examples & Samples

• Build strong relationships with the business and act as a key point of contact for all queries
• Support Senior Stakeholders with all Finance related operational and strategic topics
• Improve business performance through influencing positive changes to process improvements, communications, systems and structures
• Understand the impacts of change, and communicating these to business lines and Finance to assist the business manage change effectively
• Qualified accountant (ACA/ ACCA / CIMA) with considerable business partnering experience ideally gained in the financial services arena
• Have in depth knowledge of IFRS, UK GAAP & Solvency II
• Experience of influencing senior stakeholders
• Insurance experience
• People management and leadership experience
• Preparation of strategic analysis and advice to support decision making, with local and global real estate management, by weighing various near-to-long term investment options
• Oversight of the financial month end process working with the deployed offshore team and branch controllers to ensure accuracy and completeness of financial data. This includes detailed review of the EMEA-wide cost pool, monthly accruals, allocation processes, month end postings and reconciliations & investigation of discrepancies to ensure compliance with applicable accounting policies / standards
• Preparation of regional monthly and quarterly business unit spend reports with the involvement of the offshore team; seeking delivery process improvement opportunities
• Assist in preparation of regular and ad-hoc global spend reports
• Perform ad hoc analysis to support requests from the Business Units to provide insightful data analysis enabling the Business Units to make effective business decisions and facilitate forecasting, cost control and to assist with their presentations to senior management
• Provision of month-end & ad-hoc analysis and reporting to support branch Finance, local Business management and global real estate
• Preparation of quarterly forecasts, meeting with various teams to discuss their submissions ensuring accuracy and completeness
• Assist in a variety of projects across different clients including in-depth cost reviews, enhancements of processes and creation of adhoc reporting
• Part or fully qualified accountant with at least 2 years' experience in a relevant role (e.g. financial accounting, management reporting)
• Strong PC skills in use of Excel & PowerPoint
• Strong written and oral communication skills to deal with varied clients across multiple locations and seniority levels
• Previous experience in financial scenario analysis
• Knowledge of Real Estate Leasor/Leasee Accounting is an advantage
• Being the first line review for investment business cases/funding requests
• Acting as Finance Business Partner to all Investment Funding bodies, including Budget and Plan construction and monthly financial reporting
• Identification of potential portfolio financial risks and opportunities
• Supporting Project Accounting and Finance Partnering to major programmes
• Support the FBP and senior manager to ensure income, balance sheet, capital, impairment and costs are accurate
• Establish and build relationships with stakeholders to support the provision of quality and timely information and analysis to inform business decisions
• Support the modelling for the forecasting for FI and support the senior manager and head of partnering to manage the interlock process
• Work with Centres of Excellence to provide a full suite of Finance services to the business, and provide feedback to Centres of Excellence on performance issues, business priorities and changing strategy
• Effectively work within and maintain internal networks for the purpose of optimising business results and add insight to business decisions, using established methods of analysis
• Builds effective and collaborative relationships across the organisation
• Full understanding/application of the provision of financial advice, support and challenge to internal stakeholders, and the articulation and consideration of external reporting dynamics
• Able to identify business performance drivers e.g. margin analysis, understand investment appraisal, cost & benefits tracking, cost and transfer pricing, income reporting & budgeting & forecasting
• Demonstrates knowledge the management of accruals, performance against budget & forecasts and able to improve processes related to these
• Full understanding / application of accounting skills, particularly P&L categorisation and interaction be
• Excellent stakeholder management skills together with analytical capability combined with a critical focus on accuracy and good commercial awareness
• In addition leadership potential, a proven ability to communicate and influence effectively at more senior levels and to work collaboratively across both direct and virtual teams will be key areas of focus
• Confidently lead client meetings, building effective stakeholder relationships
• Supporting the provision of relevant financial analysis and insight to support business decisions
• Effectively work within and maintain internal networks for the purpose of optimising business results, including development of local plans, cost models and project reporting
• Deliver month end processes to produce core outputs covering project activity
• Production of standard monthly performance reporting to support client reporting and MI, and other internal stakeholders
• Manage and minimise operational risks
• Support with ensuring income received is in line with expectations and work with clients as appropriate
• Work alongside the contracts & commercials team to build an understanding of the key financial contractual and commercial implications which impact financial deliverables and interaction with clients
• Manage financial aspects of Client change requirements; Support agreed change projects and strategic reviews to deliver continuous improvement and Group policy requirements
• Prepare MI for internal and client meetings
• Manage the month end process for client charges
• Build and nurture effective networks across the bank for the purpose of optimising business and financial results
• Support with providing input to internal and external audit processes
• Fully Qualified Accountant and a proven track record gained in a range of roles, ideally including exposure to finance business partnering and commercial experience together with financial planning and analysis discipline
• Core accounting knowledge with cost and income management experience
• Commercial awareness of external markets / factors
• Project management skills and ability to implement change
• Financial strategy, organisation and planning skills
• Practical understanding of financial systems and processes
• Developed presentational skills
• Experience supporting month end and forecasting cycles
• Ability to build effective, collaborative relationships at all levels, including a willingness to challenge and to receive challenges in a collaborative and professional manner
• Exemplary professional standards, in particular to ensure that commercially sensitive information is managed effectively and not disclosed other than as required by statute or contractual terms
• Drive innovation and simplification and automation of processes to achieve a YOY 15% productivity gain
• Develop requirements that are fit-for-purpose, accurate and display an understanding of the financial implications to the project or program and manage the requirements throughout the life of the project
• Propose measures that provide input to benefit metrics
• As required, assist with activities in implementing the change and embedding BAU transition
• Deliver Projects as per Plan and Budget
• Staff Annual Leave and Absenteeism are kept at acceptable levels
• Work with the Lead Manager MI to establish and execute the financial plan and direction for the team in hubs
• Be accountable for strong stakeholder relationships by providing regular detailed reporting to stakeholders on activities of the team and processes that the roles are accountable for. Including: Project Work Undertaken, Status of regular deliverables, issues and resolution progress
• Responsible for Pro-active stakeholder management by work prioritization
• Anticipate and Escalate production related issues in team meetings and with key stakeholders
• Provide the highest possible level of customer service by ensuring all duties are processed in an accurate and timely manner to meet or exceed customer expectations
• Demonstrate ability to independently resolve complex problems and show resilience in the face of adversity
• To become a trusted advisor and integral part of the Global MI & Analytics Team
• Review and Analyze deliverables of the team to ensure reporting standards, data accuracy and validation mechanisms are followed
• Work in collaboration with on-shore teams to meet targets and Service Level Agreements of self and team
• Maintains adherence to ANZ methodology and Core Compliance
• Collaborate and network with other business units and data/information suppliers on system related information, including the Technology units
• Lead new MI Initiatives, Process Re-engineering, Optimization and Automation of existing processes and support business with ad-hoc requests/queries, new development/design
• Raise issues for consideration by line management where the issues impact policy, sensitivity of information or other material considerations
• Manage multiple BAU and project work streams
• Demonstrate strong leadership skills to manage a Team of MIS Specialists. Supervise the team in achieving team goal
• Act as a Backup for the Senior Manager and responsibilities there in
• Identify Team Training needs and prepare training plans to ensure team receives adequate development, coaching, cross-training and mentoring
• Build knowledge capability across the team through continuous learning and intra team and inter team knowledge sharing sessions
• Ensure succession and backup planning for each team member including self
• Involve the team in decision-making and motivate the team to perform well under pressure and meet tight deadlines
• Foster a high performing culture in the team and encourage team inputs in generation of innovative ideas, approach and diverse viewpoints
• Ensure confidential data and information is stored appropriately
• Ensure services comply with legislative and regulatory requirements, policies, processes and standards
• Ensure operational risks are assessed and appropriate controls are operating
• Ensure appropriate controls and governance processes are in place to ensure reporting processes are repeatable, consistent and error-free
• Ensure Team's Compliance Levels are at required standard at all times
• Demonstrated Team Leadership Experience and strong people management skills
• Time Management, Multi Tasking and Ability to Prioritize work for the team
• Well-developed interpersonal skills with the ability to communicate effectively with key stakeholders, all levels of employees and management
• High level of proficiency in Microsoft Office Tools, Excel, project management techniques
• 6+ Years of Global Markets Finance / Business Partner experience in banking domain preferably with product controlexperience
• Proven analytical, influencing and problem solving skills combined with the ability to identify risks and impacts as well as possible solutions and corrective actions
• Initiative, Proactive Can-do attitude to undertake responsibilities with Time Management and Multi-tasking Skills
• Ability to develop business strategies
• Ability to devise and follow through on profit improvement programmes
• Provision of leadership with regard to achievement of financial targets and internal control
• Ability to practically apply accounting regulations
• ACA/ACCA/CIMA Qualified
• Experience of business partnering in a previous role
• Fantastic communication skills
• Analytical and challenging mind-set
• Good understanding of budgets/budget management
• Team player who is pro-active

Finance Business Partner Infrastructure & Group Tech Services Resume Examples & Samples

• Maintain autonomy while providing a realistic view of current results along with insights into the future
• Drive the construction of statistical and financial models to identify savings opportunities for potential, including business and financial analytics, initial baseline (costs, performance) and benefit case (Opportunity Assessments)
• Assess large business cases and commercial deals in a manner that enables informed decision making and options
• Establishing strong working relationships with members on the Infrastructure Services Management, GT COO and larger CC CFO team
• Help navigate unexpected challenges and opportunities by providing alternatives utilizing domain knowledge gained through research and analysis
• Partner with the organizations implementing unit pricing and "As a Service" models to ensure a successful result
• Utilize "Standard Reporting" provide insights related to variances
• Challenge the "Status Quo" while continuously searching for ways to enhance efficiency through process improvement and interaction with our clients

Finance Business Partner, DMG Resume Examples & Samples

• Partner with and advise business leaders within DMG on financial decisions
• Develop reporting for various levels of DMG management and Finance stakeholders
• Own the annual financial planning and spend forecasting cycles end-to-end
• Work with peers and supervise FP&A spend management team to track and roll-up complex spend profile including COGS for hardware, headcount tracking, etc
• Participate in the development and administration of the sales compensation plan
• Develop improved processes on forecast tracking, analysis, trends, etc
• Work cross-functionally with Legal, Accounting, Tax, etc. to support DMG
• Has the ability to influence senior business leaders, peers and cross-functional teams,
• Has a strong process orientation,
• Can and likes to roll up your sleeves to get the job done,
• Has a strong execution bent and,
• Has experience forecasting and budgeting both revenue and expenses
• Partial or fully qualified accountant
• Experience working as a Finance Business Partner
• Experience of month end and budgeting and forecasting processes
• Experience of investment reporting / project accounting
• Knowledge of SAP desirable but not essential
• Presenting regular MI on the allocation of all Finance investment funding and benefits tracking
• Providing input and co-ordination to the Finance investment portfolio construction and prioritisation through Budget and Planning rounds, working closely with Finance Change PMO's
• Being the first line review for investment business cases / funding requests, both challenging business cases and providing guidance to originators of the business cases. Managing funding request submissions to all Investment Funding bodies and tracking through funding approval processes
• Acting as Finance Partner to all Investment Funding bodies, including Budget and Plan construction and monthly financial reporting
• Responsible for the delivery of management accounting information to external partner, including month end close and reporting
• Understanding of sales by product with appropriate information and commentary with which to make decisions
• Production of cash flow reports with sufficient commentary to drive appropriate decision making
• Rigorous monitoring and review of financial controls (e.g. balance sheet reconciliations) and processes undertaken by financial operations team
• Capturing budgeting and forecasting detail for budget managers that allows for clear and understood accounting and reporting of financial performance and proactive review and challenge of submissions
• Supporting change across all aspects of financial policy, process and procedure during a time of growth in the organisation
• Demonstrable experience of management reporting, budgets and forecasts
• Strong stakeholder management experience and dealing with external partners
• Strong systems (ERP) knowledge including process development to support business requirements
• Good technical know-how (UK GAAP, taxation)
• Responsible for the day to day management and development of the finance team
• Balance sheet management and reconciliations and prepared in line with group policies
• Qualified Accountant (ACA / ACCA / CIMA)
• Good knowledge of UK GAAP and IFRS standards
• Clear and confident communication both written and verbal
• Thrives in a fast paced environment, working to meet deadlines
• Able to analyse data, draw relevant conclusions and communicate them clearly to senior management & colleagues
• Drive continuous improvements and ability to implement change
• Work in close partnership with the individual budget holders and the group consolidation team to provide accurate, timely and comprehensive annual budgets as well as monthly re-forecasts
• End to end service for finance (PO approvals, accruals to speaking to non-finance)/capex and
• Qualified accountant - ACCA/CIMA/ACA
• Great team fit - ESSENTIAL - Great all-rounder personality
• Generally being able to holistically review operations by coordinating and communicating
• Build understanding and work collaboratively with the UK and South East Asia teams to develop knowledge of the operational activity of the Operations and RDD areas
• Manage the monthly callover process and challenge/question reports and analysis
• Review and oversee the global product pricing process, intercompany & value chain transactions
• Assist with transition to the new consolidation system occurring in July 2016
• Manage the monthly loading process,
• Run project to improve calculations and processes around guarantee,
• Liaise with markets, the Reliability team and auditors to ensure accuracy
• In particular manage and develop central functions capex reporting
• Provide SME support on all projects relating to Central Functions
• The rest of the team are working on process improvement and as such this role will need to provide support for this programme and look at process improvement developments in the role as well
• Up to 2 year qualified (preferably ACA)
• Good technical accountant, problem solver, interested in understanding stock costing, systems reconciliations, value chain BUT equally
• Understand business from manufacturing up to markets (guarantee)
• Flexibility to travel oversees minimum 2 x a year; around 2 weeks at a time
• Able to liaise with other stakeholders of the business with ease
• Responsible for the day to day management and development of the Accounts team (5 people)
• Assisting with Bids & tenders
• Responsible for overseeing the production of the management accounts within deadlines
• Bridging the gap between finance and operations
• Co-ordination and collation of quarterly and annual budgeting and forecasting requirements for the business
• 5+ Years of FP&A experience (Preferably banking exposure)
• Proven analytical, influencing and problem solving skills combined with the ability to identify risks and impacts as well as possible solutions and corrective
• High level of proficiency in Microsoft Office Tools, Excel, project management techniques Initiative, Proactive Can-do attitude
• Well-developed interpersonal skills
• 5+ Years of VBA/ SQL/ Qlik experience , Preferred SAS exposure
• High level of proficiency in BI tools, Microsoft Office Tools, Excel, project management techniques
• Strong team player Time Management, Multi-Tasking and ability to Prioritize work
• Developing and producing MI. Which includes adapting MI to reflect continual change in the business
• Ad/hoc analytical work including financial modelling and forecasting, data analytics as well as creating presentations
• Stakeholder management including on shore finance teams as well as the TB business Manager
• Experience with Planning & Analysis, Business Partnering role, who has worked on Adhoc reporting & provide business commentary
• Bachelor’s Degree in business or other related discipline (CA, CPA also accepted) - MBA advantageous
• 10+ Years of relevant experience.Experience in managing the team. Strong management and a high level of ability to motivate staff to achieve personal and business objectives
• Must be Comfortable with working with ambiguity
• Technical exposure with strong excel & presentation skills (having exposure to SQL, VBA, BI Tools will be an advantage)
• Ad/hoc analytical work including financial modeling and forecasting, data analytics as well as creating presentations
• Stakeholder management including on shore finance teams as well as the TB business
• Involves preparation of monthly, quarterly, half yearly and annual reporting requirements within a specified time frame, to a very high quality. Accountable for the integrity of the numbers by delivering accurate, reliable and timely financial information, ensuring that the processes are streamlined & above all embedding a strong governance culture. The role requires incumbent to display technical proficiency and strong functional expertise to create end to end processes to adapt to adhoc requirements. The role requires good understanding of Global Transaction Banking to provide strong business commentary & lead performance improvement initiatives by establishing strong communication with the stakeholders
• Excellent financial and business modelling skills
• Experience in Business Partnering & working with senior stakeholders
• Strong Excel Skills – Advanced excel skills (9-10) out of 10
• Demonstrated excellent planning, co-ordinating and prioritization skills
• Masters qualification in Maths, MBA, Engineering, Finance or Statistics (mandatory)
• Sound experience modeling tools for reporting/budgeting (e.g.Analyst for loan product income or Treasury)
• Experience with statutory and regulatory accounting, management accounting or FP&A
• Understanding of financial results and business/market trends
• It requires specific portfolio analysis, sales analytics, cost analytics, capital analytics & impact assessment to upcoming regulatory & industry wise changes. This role would require the candidate to have strong product knowledge across Fixed income & commodities market product. Experience surrounding product control, business finance, valuation control and market risk management would be preferable. The role requires incumbent to display technical proficiency and strong functional expertise to create end to end analytical review to adapt to adhoc requirements. It requires strong communication, influential skill & experience to deal with senior business stakeholders will be preferred
• Master Degree in business or other related discipline (CFA, CA also accepted)
• 5+ yrs Experience in Business Partnering & working with senior stakeholders,
• It requires specific portfolio analysis, sales analytics, cost analytics, capital analytics & impact assessment to upcoming regulatory & industry wise changes. This role would require the candidate to have strong product knowledge across Fixed income & commodities market product
• Experience surrounding product control, business finance, valuation control and market risk management would be preferable. The role requires incumbent to display technical proficiency and strong functional expertise to create end to end analytical review to adapt to adhoc requirements. It requires strong communication, influential skill & experience to deal with senior business stakeholders will be preferred
• 7+ yrs Experience in Business Partnering & working with senior stakeholders
• Stakeholder management, communication and influencing skills expected high quality output, ability to drive improvements & bespoke analysis
• Experience in strategic problem solving
• Change leadership mentality
• Strong analytical, problem solving and numerical skills (you know how to figure stuff out)
• Proactive, self-motivated and able to deliver high quality results in an efficient manner and under time pressure
• Challenge certain senior management decisions, if necessary, and adhere to accounting principles and standards
• Demonstrate the ability to communicate with and explain financial concepts to non-finance people, influence key decision-makers and to think long term
• Experience in managing people effectively and working within a global environment
• Partner closely with stakeholders in the key Group Functions including M&A, Legal, Treasury & Group Finance
• Work in a cross-functional setting influencing and building key relationships
• Liaise with Financial Controllers in the relevant jurisdictions and assisting with financing subsidiaries as appropriate
• Assist with Group Management reporting as appropriate
• Assist with year-end audit
• Carry out ad hoc duties as appropriate
• ACA/ACCA/CIMA Qualified Accountant. Practice trained desirable
• Experience in a MNC setting highly advantageous
• Highly analytical with high numerical accuracy
• Excellent communication skills with an ability to influence
• Proven ability to think strategically with strong decision making abilities
• Commercial, strategic and adaptable
• Tax experience desirable but not essential
• International travel/global mobility required
• Responsible for objective Pan-E Business Division financial input
• Provide informed financial understanding and cost/profitability detail on Pan-Regional
• Ownership of the Actual results and Budget and planning process for HME Central,
• Be the principle point of contact for all finance related queries in your remit
• Assist with bids and tendering
• Co-ordinate, support and validate the preparation of forecasts and budgets
• Prepare monthly variance analysis and commentary of financial performance
• Manage and influence budget holders & stakeholders
• Prepare timely and accurate management accounts for all designated service areas
• Identify, and where appropriate, manage operational financial risks and opportunities
• Minimum of 2-3 years providing Business Partnering service
• Ability to lead and prepare management accounts, forecasts and budgets
• Strong systems skills, including Excel to Macro level
• Able to provide quality MI & analysis
• Experience of financially appraising tenders (ie understading margins) will be well regarded
• Support senior management with budgets & forecasts
• Explain financials across the business
• Support and business partner with the Group Finance Managers
• Assist in the development of budget plans
• An accountancy background - Ideally Qualified (ACCA or ACA)
• Previous experience in a similar role within the public sector
• Proven and demonstrable business partnering skills
• Strong communication and data organisation/interpretation skills
• Partner with and advise business leaders within PDG on financial decisions and execution
• Own end-to-end financial planning and spend forecasting cycles
• Lead execution of special projects on behalf of PDG Finance team
• You hold a BA/BS degree in finance, accounting or economics. An MBA is preferred, but not required
• You have 7+ years of finance experience with time spent in investment banking, corporate finance or public accounting
• You are a poised communicator
• You thrive in a team environment and practice confidence without attitude or ego; developing relationships comes naturally
• You have a strong command of “the details,” but don’t get lost in them
• You are a seasoned pro at financial modeling and analysis
• Note: position requires approx. 25% travel (to Lake Oswego, Oregon) as one primary business partner is based there
• Project Financial Performance
• Preparation and delivery of key management cost reports and recommendations, facilitating risk-based reporting and escalation
• Comprehensive understanding of programme strategy and cost drivers
• Key contributor to maintaining oversight of budgeting, forecasting and actuals reporting
• Management and delivery of budgeting and forecasting
• Provide commercial support to the Senior Management team relating to financial targets and cost efficiency drivers
• Sign off for business case models for new initiatives after analysis and approval
• Continuous business performance assessment and benchmarking against KPIs
• Development and maintenance of relationships with the shared service and group finance functions as well as external stakeholders
• Generate and apply data analytics to key cost and revenue drivers
• Minimum of 5 years relevant experience within a large or global corporate
• Experience to a business with complex reporting matrices
• Previous experience within cost accounting within a commercial environment
• Proven and developed stakeholder management skills
• Proven record in financial analysis and business case development
• Highly driven and self-motivated with strong level of autonomy
• CA/CPA qualified - preferably from Big4 or 2nd tier chartered firm
• Impeccable communication and presentation skills
• Experience with Oracle and Hyperion will be highly regarded
• Working with business owners of Marketing and Operational Teams
• Produce the marketing budget for all brand and media spend
• Produce ad-hoc analysis on marketing & operational related initiatives
• Ability to analyse impact of business decisions
• An accountancy background - Qualified Accountants (CIMA or ACA)
• Previous experience in a similar role within the Telco sector
• Proven and demonstrable business partnering skills in a Sales, Marketing or Operational function
• Strong communication and interpretation skills
• Working closely with and challenging Programme Lead to ensure accurate reporting of costs and maintaining financial control of the Programme
• Provide financial information, interpretation and guidance, which enables the programmes to understand the financial implications linked to their decisions
• Providing insightful financial commentary and analysis to ensure that Project Team and Finance Team understand the financial position
• Manage the financial risks and opportunities schedule and ensure the programme has rigorous financial control and governance
• Ensure workstream leads and PM's understand the programmes funding structure and where each cost is being funded from
• Develop a robust understanding of the programme to ensure that the workstreams are updated on any key changes within the programme to support delivery
• Support the Lead Finance Business Partner lead to manage the over all costs of the programme
• Work with Financial Control to ensure governance and control policies are adhered to and ensure such policies are adhered to within the Project area
• Update rolling forecasts monthly
• Review of transaction reports from accounting systems to ensure that costs have been coded to the correct general ledger accounts
• Assist with quarterly forecasting process
• Support Business Case submission for Cost draw down
• Provide financial support to non-finance professionals
• Build and support cost models
• Ad hoc queries; drive through to resolution
• Qualified Accountant, or QBE
• Have had experience in large programmes and be able to deal with ambiguity
• Be able to understand the financial detail and simplify this to explain to the non-financial colleagues and Senior Management
• Ability to meet demanding deadlines
• Experience in fast paced working environment
• Organisational Awareness
• ACCA, ACA, CIMA is required
• Bachelor's degree in Accounting, Finance, or related field required
• At least five years of commercial experience in finance, accounting, or auditing (previous corporate finance or public accounting experience a plus)
• Prior experience with Hyperion and/or SAP a plus
• Experience as a business partner is a plus
• Partner with the business leaders and staff to drive operating performance and act as champion for profit, cash & risk mitigation driving initiatives
• In depth understanding of a complex long term $1Bn+ contract working with the engineering, supply chain and commercial teams to improve profitability and cash flow
• Support the commercial & operating teams to help define business strategy & drive growth opportunities
• Support the medium - long range financial forecasting cycles : developing estimates, operating plans, forecasts, reviews, reports, Growth Playbook (long term plan) and SII (2 year plan)
• Liaison with Finance COEs to communicate impacts of financial aspects of complex business programmes & issues & make recommendations thereon
• Use influencing & leadership skills across the matrix to challenge key assumptions & to optimise programme financials (TG0 – 9)
• Support the development of the Hamble site Operating Plans, Growth Playbooks, SII, QMI and other forecasts
• Support the site process to identify and implement cost out initiatives
• Partner with the Cost COE to drive actionable analytics across all keys areas (e.g. product cost, cost out, inventory) and partner with the business to make viable recommendations to action
• Actively participate in the transformation to the new COE structure and continue to partner across all COE’s
• Respond to internal ad hoc requests in a knowledgeable and flexible manner whilst maintaining a focus on standardisation and automation
• Fully qualified professional accountant (CIMA/ACCA/ACA/QBE) with post qualification gained in a large company
• Demonstrated ability to develop strong cross functional relationships & networks in order to complete your work and make an impact
• Intermediate/advanced Microsoft Excel skills
• Strong interpersonal, leadership & organisational skills
• Ability to question & challenge data
• Able to fluently speak & write in English language
• Commercial business experience with ability to think strategically
• Positive 'can-do' approach
• Planning and delivery of financial analyses of the Northern European business
• Working with the commercial team to finalise margin and sales
• Assist during month end, accruals and variance analysis
• Review current business models and analyse new opportunities to drive the business
• Presenting sales and profitability analysis in monthly commercial meetings
• Collaborate with the category managers and wider finance team in relation to cost base
• CIMA qualified is desirable but not essential
• Candidate must have proven experience in the above areas
• Fashion retail experience highly desirable with international exposure
• This role will deliver the insight and analytics on the Transformation portfolio which contains multiple work streams that are pan group and will manage and communicate the programme status through MI
• A key part of the role will be engaging with the many stakeholders across the Group to help drive the strategic objectives of the Programmes through managing the risk and opportunities
• This role requires knowledge of cost approval process (cost management committee) along with providing advice and challenge into the relevant delivery / governance meetings
• Manage the Overall Simplification financial position, telling the story, including ownership of the Divisional/Portfolio Monthly MI
• Lead divisional/portfolio view of monthly Risks And Opportunities
• Communicating financial performance to key stakeholders across the finance and change communities
• Drive the content and overall financial shape of Divisional/Portfolio Quarterly Forecasts
• Providing ad hoc financial analysis, scenario analysis and MI to support and influence strategic and operational business decision making
• Build and maintain a cross functional internal network across Change teams and Finance teams
• Act as a senior source of professional expertise in the wider Investment Finance team
• Finance professional with a proven track record gained in a range of roles
• Understanding of market and industry environment (commercial awareness)
• Ability to simplify complex financial data, deliver focussed MI & messages and develop strategy
• Ability to influence and challenge stakeholders
• Ability to build effective relationships across Divisions, Finance and Change community
• Ability to lead and implement change
• Excellent planning and organisation skills
• Bachelor's degree in accounting or finance required, MBA a plus
• Five years finance/accounting experience, including financial analysis and planning, preferably in IT
• Strong Microsoft Excel skills, a technical understanding of IT, and knowledge in sourcing and procurement
• Strong understanding of IT Chargeback and allocation methodologies
• Strong organizational, prioritization, and process management skills
• Expertise in accounting and business finance activities such as budgeting, forecasting, financial modeling, variance analysis, planning, and compliance
• Experience with PeopleSoft, Clarity Budgeting, Apptio a plus
• Ability to travel 10-20% regionally
• Perform monthly close activities for the site finance function, including volume, materials usage & blend variance, plus oversight of PPV & Spend
• Support inventory reporting onsite, including some coordination of monthly and quarterly submissions
• Support site DI process for inventory and review with site leadership
• Update as required the bills of materials on SAP for any new products or any changes to existing ones
• Communicate the key production variances at the Operations meeting and also to the process teams as appropriate
• Coordinate the development of the annual business plan with the site team
• Support the month end close process with GFS and COE teams
• Support site leadership team in the financial performance of the site
• Support of the site competitiveness program with the site Opex lead
• A Qualified Accountant designation would be a preference. (ACA / CIMA / ACCA / CPA)
• Relevant accounting experience and knowledge of internal accounting, financial and operating controls in a manufacturing capacity would be an advantage
• SAP related system experience would be a distinct advantage
• Responsibility for budgeting, forecasting and variance analysis
• Customer analysis and sales forecasting alongside the sales director
• Gross Margin reporting
• Identify and assist with growth strategies
• Adaptable and open to change
• Open to travel across company sites within the UK
• Identify and implement continuous process improvements in all areas
• SME experience, ideally from a manufacturing background
• Experience of FP&A
• Advanced Excel skills (ideally to macro level) with strong system exposure
• Confident individual with excellent communication skills
• Open to occasional travel to various business sites within the UK
• Business Partnering to drive optimal business decisions, liaising with departmental FBPs to support or drive business value
• Business Partnering to manage and assist in the delivery of new systems and processes to add value to the Business and drive efficiencies
• Use commercial acumen to challenge line finance reporting
• Deliver Planning, Budgeting and Forecasting outcomes of the Group
• Deliver the Group's Financial Plan and Forecasts, including the reporting of cost saving initiatives and strategy
• Responsible for reporting Business Performance to Board, Leadership Team and Reporting Team
• Working with offshore finance teams to deliver monthly reporting
• Use insights to advise on decisions to reduce cost, and increase profit and revenue, balancing financial performance with the customer value proposition
• Use knowledge of, and insight into, available data, business issues and drivers to advise others on how to generate required reports, analysis and insights
• Provide input and challenge into decision making from both a business and financial perspective
• Supports operational business decisions and advises on action to maximise business value, taking into account wider impacts of decisions
• Challenge and support line FBPs to improve performance and reporting
• Excellent analytical skills that can be applied to a broad range of business / pharma industry issues
• Natural team player, vital to work effectively as a “cluster” team to achieve overall deadlines
• Customer service focus – desire to meet/exceed expectations in data accuracy, insight and added value to discussions
• Excellent organizational skills, ability to manage multiple demands and appropriately prioritize
• Strong communication and interpersonal skills necessary for daily interaction with senior management, both within the country and across global functions
• Commercially minded with proven skills and experience in Planning and Analytics
• Professional accountancy qualification or equivalent relevant experience (ACA/CIMA/CFA)
• Strong modelling skills, and experience with tools such as a MS Excel, FCR, CAP, etc
• Strong MS PowerPoint skills – ability to communicate the story and provide executive reporting /communication (summarise large complex amounts of data into concise value add insights)
• High attention to detai
• Provide key financial support to aid in business decision-making and strategic planning, including the preparation of forecasts, financial models, and investment analyses. Examples may include managing project accounting forecasts for the EAPE and InfoSec organizations, aiding in go/no go project decisions, assisting with resourcing/colocation strategies, cost-benefit calculations, etc
• Lead development of the spend forecast (monthly), intermediate term spend budgeting (annually), and long-term financial planning (3+ year)
• Analyze actual spending against budget/forecast and period-over-period
• Partner with financial analysts in FP&A to forecast and track the headcount (both FTEs and contractors), project spend, capitalization, depreciation and other variable spend
• Manage all closing activities for the EIS EAPE and InfoSec groups, including month-end accruals and forecast to actual analyses
• Drive continues process improvements to achieve better results
• Follow standards and ensure compliance with policies as defined by Corporate
• Lead or participate in cross-functional, intra-divisional, and/or global finance projects
• Operate as a Business Partner to all operational areas across the programme
• Act as primary financial focal point for the programme providing the management team within that area with full financial support and information to enable timely and accurate decision making
• Partner with US based finance and operational colleagues to integrate and understand both UK and US financial performance
• Utilize Earned Value Management techniques and tools to interpret, analyse and understand monthly performance information, the drivers behind any cost variances and support the preparation of mitigation and action plans to resolve any issues
• Prepare and submit timely and accurate financial reporting to the customer
• Manage the monthly and quarterly financial forecasting process across the programme
• Evaluate the potential impact of Risks and Opportunities and support operational teams to identify and implement mitigation plans
• Report programme performance including progress to plan, performance taken, and remaining effort
• Work with schedulers and business planning analysts to ensure cost integrity to the performance measurement baseline
• Support the development of performance reporting metrics and management information for use by programme leadership team
• Experience working within a operations facing finance team, acting as a Business Partner to key operational managers
• Prior experience of EVM (preferably using COBRA and Open Plan)
• Ability to train employees
• Skilled team member/contributor
• Business (Financial) Acumen
• Strong Written and Oral Communication skills
• Driving for Business Results
• IT proficient (particularly Excel, Powerpoint)
• Set-up, coordinate and managing (new) product lines with weekly and monthly Key Performance Indicators. Build and setup new processes to ensure teams are held accountable for their own results
• Work with the business teams to drive value by identifying problems and work together to solve problems which arise in the business
• Build and continuously improve the short- and midterm planning processes
• Run ad hoc analyses, review business cases around promotions, analyze performance versus goals and actively participate in projects to ensure we are taking the right decisions in our business
• Own, develop and improve finance processes, including month end closing and compliance processes
• Improve our financial tools to improve decision making
• Support on discussions with our business leaders about the strategy in your product lines, working hands on doing analyses and building business cases yourself
• Support on wider Softlines projects on an ad-hoc basis
• Degree in Business Administration, Finance or Accounting or a related field, or equivalent experience
• Experience in financial analysis, controlling or consulting, ideally in retail wholesale or FMCG industry
• Experience with coordinating finance operational activities (e.g coordination of setting up a new GL, working with other finance teams to set-up new org.’s etc)
• Strong attention to detail and have the ability to successfully manage multiple competing priorities simultaneously, though never losing sight of the big picture
• IT literate with strong MS Office skills (including a solid working knowledge of Excel and ideally experience with Access or another database management system)
• Experience in working within a matrix organization
• Proficiency in SQL, Cognos and Access would be of advantage, but not essential
• Fluent in English and while fluency in another EU language is highly valued but it is not a requirement
• Develop a business partner relationship with the Project and commercial teams that require IT and systems development
• Assist in communication and interpretation of financial data for financial and non-financial stakeholders
• Provision of incisive monthly management reporting of operating costs
• Support process and systems for the effective/efficient delivery of reporting
• Analyse actual consumption of services from major outsource partners, and maintain rolling financial forecasts
• Approve in line with OPEX budgets growth to IT Estate
• Capture actual expenditure on a monthly cycle
• Budget and forecast management of plans to meet business requirements
• Maintain ongoing achievement of synergy targets
• Assist in maintaining and developing a secure internal control environment (support team and partners in identifying risks, properly executing internal controls) to fulfil group accounting and audit requirements
• A Qualified or near Qualified accountant (ACA/ACCA/CIMA)
• Experience of accounting software such as Oracle, or similar ERP systems
• Acting as a Finance Business Partner to department heads and other senior stakeholders, providing support and challenge
• Support and challenge performance through financial analysis and commercial knowledge
• Facilitate and influence decisions through concise, well presented decision support analysis
• Lead and develop performance management process
• Provide input into the target setting process with executive team
• Facilitate quarterly refresh of gross margin forecast
• Support on key projects and ensure timely determination of margin impacts
• Understanding and explaining the key business drivers and trends that will maximize profitability whilst maintaining efficient business support
• Support the Korea office to drive and improve business performance
• Be a trusted advisor at the end of the first 6 months – establish relationships and credibility with key stakeholders and the leadership team
• Ensuring profitability and financial growth of the Kantar Insights business across Korea
• Responsible for developing pricing strategies
• Work collaboratively with the business leaders and facilitate business input into the budgeting and forecasting process
• Able to work autonomously without a direct Finance team
• Forecast performance for allocated areas
• Provide regular, appropriate and actionable analysis for the European IT Director
• Prepare and track business and investment cases, ensuring robust challenge to key business assumptions and key investment criteria (Paybacks, NV etc.)
• Product analysis and reporting for executives on IT spend and investment cases
• Assist with the annual budget process with clear responsibility for allocated areas Identify opportunities to improve performance
• Produce reporting for the International Planning team
• Provide support for pricing and bids
• Perform other tasks as directed that are commensurate with the role
• Qualified accountant (ACA, CIMA, ACCA or equivalent) with a minimum of 2 years PQE
• A proven track record in a Business Partnering role
• Confident, a self-starter, well presented and personable
• Excellent attention to detail is imperative
• Strong Excel and Finance Systems skills
• As part of a small dynamic team, must be willing to “muck in” and do what’s required to get the job done
• Responsible for the analysis of financial performance and commentary on any risks and opportunities
• Prepare the monthly reporting pack
• Work with non-finance stakeholder to manage and control budget to maximise profit
• Support the Finance Manager on identifying any new initiatives
• Newly Qualified Accountant (ACA/CIMA)
• Previous experience in a Commercial Finance desirable not essential
• Support the monthly reporting cycle including consolidation across business units at month end
• Generation of monthly reporting to assist in month end preparation and post month end analysis
• Detailed financial analysis and presentation of results and other financial information to support decision making and the wider team
• Analysis and presentation of complex financial information to fulfil senior management and divisional requests
• Monthly balance sheet review and challenge of balances and movements
• Cash and working capital management to optimise collections and minimise WIP and debtor balances through working with contract accountants
• Support the annual business planning process to set the budget for the next financial year
• Continually develop processes and improvements across the team
• Manage systems and ensure adequate controls are in place
• Support the external audit
• Minimum two years post qualified experience
• What’s in it for you?
• Partner the Advanced Manufacturing Sales Management team to provide Finance perspective and input/benchmarking to enable the team to achieve strategic goals
• Fully understand the product portfolio, the market and competitive environment as well as the business dynamics. Provide on the ground objective perspective and valuable input to the Advance Manufacturing Director and Sales Management team
• Provide key financial support to aid in business decision-making and strategic planning, including supporting forecasting, financial modeling and investment analysis processes including the preparation of forecasts, financial models, and investment analyses
• Monitors Company performance against goals to ensure Advanced Manufacturing Sales maintains accountability
• Interface with other Autodesk Corporate groups; Division Finance, Advanced Manufacturing Development, Sales Finance, Tax, Treasury, HR, Legal, FP&A, Corporate Accounting, Revenue Accounting, and Internal Audit
• Report out to Autodesk Finance forecast, budget and actuals analysis of actual revenue, billings and spending against budget/forecast as produced by Delcam Finance
• Monitor effectiveness of Finance policies, practices and processes to determine efficiency and effectiveness. Recommend improvements to achieve and deliver improved results. Implement and follow standards and policies as defined by corporate and division senior management; escalates exceptions or questionable practices to direct manager or senior management staff
• (May) lead or sponsor cross functional or intra-divisional projects for client organization or Finance, especially projects related to streamlining and/or improving processes and systems
• Qualified Accountant (ACA/ACCA/CIMA) with post-qualified experience
• Fluent in Spanish or Portuguese would be preferred
• Strong organizational skills and ability to successfully manage multiple tasks simultaneously, working under pressure and to tight deadlines
• Ability to interact effectively and to influence across all levels of management
• Ability to remain open-minded and change opinions on the basis of new information
• Strong but diplomatic character, preferably having experience in working in a multicultural environment (preferably with one or more languages, other than English)
• Produce accurate and timely reporting for a small portfolio of clients on a monthly basis
• Ensure accurate representation of the client P&Ls, post all required ledger entries, along with reconciliations of accrued and deferred income
• Review reported performance against flexed targets, and ensure that the key drivers of variances are explained
• Bachelor Degree in Accountancy, Finance or equivalent
• Minimally 5 years as a financial or business analyst in a MNC environment
• Advanced Microsoft Excel® skills
• Good interpersonal skills and ability to interact confidently with all levels of management
• Self-motivated, ability to work independently and operate in a fast paced environment
• Experience in core manufacturing finance skills (standard costing experience a plus)
• Demonstrated ability to drive continuous improvements both via systems and processes
• Demonstrated ability to work on own initiative and proactively respond to business needs
• Strong analytical skills including the use of Excel and PowerPoint as analytical and presentation tools
• Support the business to drive improved performance, partnering with stakeholders to create insight and recommending actions to help drive the business forward
• Understand and improving the profitability of our product offering, supporting the business with strategic account management and planning
• Take ownership of the budget and forecast process, producing a challenging but realistic forecast. Understand actuals vs forecast and prior year, interpreting the numbers, and providing the narrative for variances, to both a business and finance audience
• Work with the senior management team to set the pricing strategy ensuring cost rates calculated provide full recovery to the business area, and profitable projects are sold. Drive commercial awareness in the business, ensuring that pricing is competitive in the market, but still reflects the full cost of the project i.e. preventing scope creep or over servicing
• Evaluation of sales pipeline to determine priorities and interventions that could aid conversion rates and future revenue and profitability
• Manage a direct report, providing mentoring and coaching to help them develop analytical, commercial and business partnering skills/experience
• Management/oversight of month end process for business areas, ensuring no external or SoX audit failures occur
• Qualified to CIMA, ACCA or ACA level, or equivalent experience
• People management experience, and the ability to coach and mentor others
• The ability to influence company strategy, or implement improvements to existing processes
• The gravitas to build relationships and deal with tough stakeholders when required
• Technical financial capability gained from an industry role, with experience of working with balance sheets and revenue recognition
• Drive cross-functional business performance improvement projects
• Advise and guide stakeholders with business intel, value-add analysis, KPIs and target setting
• Financial analysis including variance reports, root cause counter measures, opportunity analysis, business cases and compliance
• Controlling tasks, including spend management and KPI metrics
• A relevant Master's degree probably within Finance (cand.oecon, cand.merc or similar) or SCM
• Good analytical & communication skills. Fluency in English is a requirement
• Good understanding of value chain and business models
• Structured and fact based approach
• Knowledge and/or experience with SAP/SAP BI is advantageous
• Preferably some working experience within one or more of the areas within Finance, Manufacturing or Sourcing
• Understands that we can only succeed as a team
• Strong personality and cross functional leadership skills that secure the build-up of commitment and trustworthy relationships with stakeholders in a global environment
• Proactive, open minded and self-motivated
• Customer-oriented and the ability to understand the complete business value chain seen from a customer perspective
• Strong business acumen as well as influencing skills
• Proven track record of demonstrated ability to make independent decisions and manage conflicting priorities in a fast-paced environment
• Reliable, service minded and result-oriented
• Financial Planning including Budgeting and Forecast
• Build effective relationship with senior people within Finance and IT
• Provide financial support and guidance in project business cases
• Financial Leadership in determining strategic Business direction
• ACCA, ACA OR CIMA Qualified with at least 5 years previous experience in a commercial role
• Experience of working in a FTSE business
• Driven, capable candidate who has the ability to push back to senior people within the business whilst building strong business partnerin relationships
• Drive cross-functional business improvement projects and performance management ensuring efficient and accurate reporting that support senior management decision making
• Finance Business partnering - You will be working closely with global leads and management in Vestas, ensuring the values of COO Finance is transformed into performance and business results
• Advise, challenge and guide stakeholders with business intel, KPI and forecasting
• Financial analysis, hereunder, variance reporting, root cause counter measures, opportunity analysis, business cases and compliance
• Controlling tasks, hereunder P/L and balance reporting as well as KPI metrics
• A relevant Master's degree most likely within Finance or Controlling
• Working experience within finance, controlling, manufacturing or supply chain
• Business/Financial controlling experience within complex environments
• Knowledge and hands on experience in manufacturing controlling or costing is a preference
• Decisive and ability to drive and shape tasks
• Strong business acumen as well as customer focused influencing skills
• Reliable, service minded and result oriented
• Part /Qualified accountant (ACA, CIMA, ACCA)
• Proven costing and/or commercial finance experience
• Ability to digest and analyse multiple data sources to provide valuable insight in support of business decision making
• Excellent computer skills (including Excel at pivot, vlookups, sumifs level)
• Experience in a manufacturing / FMCG or retail environment would be a plus
• Ability to interact effectively with functional stakeholders (Commercial, Operations and R&D functions) in building management reporting tools and business partnering to drive customer focus and cost structure efficiencies
• Have a ‘hands on’ approach in a financial and commercial context
• Task management and personal organization – ability to organize own work and the work of the Costing & Commercial Finance team
• Business partnering with the Sales organisation to provide financial support on all accounts
• Supporting the Sales forecasting process and providing customer/product profitability analysis
• Giving insight and delivering financial evaluation across variables such as annual customer trading terms, fixed costs/investments and geographical regions
• Act as primary point of contact to the Sales teams in setting pricing & discount strategies, customer tenders and business partnership, supported by sound cost-margin analysis tools
• Support strengthening the Commercial finance tools in driving profitable top line growth (customer intelligence and competitive landscape, customer profitability, sales and bookings tracking, product life cycle impacts etc.)
• Ensuring effective controls and governance are in place as well
• Support SIOP implementation from a finance perspective
• Maintain a continuous assessment of risks and opportunities for each value stream within the BU in achieving its year-end financial budget/forecast and strategic objectives
• Project management support/coordination and other ad-hoc initiatives
• Part/Qualified accountant (ACA, CIMA, ACCA)
• Project analysis, including building cost/benefit trackers and ensuring resources are deployed effectively
• Have a ‘hands on’ approach in a financial and operational context
• Task management and personal organization – ability to organize own work and the work of the FP&A Finance team
• Business partnering with the Engineering function to provide financial support on all projects
• Supporting the forecasting process and providing financial analysis
• Giving insight and delivering financial evaluation across variables such as investments within value streams
• Cost Centre management – supporting the VP of Engineering
• Tracking resource allocation by project between in-house software developers vs. external contractors
• Ensuring effective controls and governance are in place
• Support implementation of a CAPEX tracking process and structure to monitor the Wireless investment needs over the year, to ensure alignment with the Strat Plan and Budget as well as assess the business priority and financial impact
• Leading role in the financial planning and analysis for the production and support functions for key existing products and predominantly new product introductions. Key point of contact in maintaining the standard setting process around costing and FP&A
• Reporting of monthly, quarterly and annual operational results for the Growth, Innovation and R&D strand of the business internationally
• Development of Long Range and Annual Operating Plans in line with Corporate and Group expectations
• Driving, coordinating and delivering/presenting the workings around the annual product budget for various sites in question to senior executives and leadership team
• Define and deliver global top-line metric definition, modelling, tracking and reporting of key growth and innovation initiatives
• Liasing closely with logistics and engineering in communicating financial implications of change scenarios through developing scorecards, dashboards, flash reports etc to drive effective management information
• Provide support to Lean and Innovation & Process functions, where applicable
• Become a key member of a small tightly knit team that will allow easy exposure to all facets of the business
• A professional accountancy qualification (ACA/CIMA/ACCA)
• Advanced Excel and Powerpoint capabilities
• Use of Financial systems (Hyperion / Oracle ) - key deliverability for reporting and planning
• Achieve agreed savings over the life of the contract
• To be involved in business and planning meetings in partnership with the heads of service and negotiate with key stakeholders and support staff to ensure agreed outcomes and timescales are achieved
• To provide the senior leadership team with decision support analysis to achieve traded services growth targets
• To work collaboratively with Heads of Service to promote business efficiency throughout the organisation and to share specialist knowledge as appropriate
• To prepare monthly income and expenditure statements, cashflow forecasts and other financial statements as required
• To be responsible for the overall stewardship and control of the financial accounts and balance sheet reconciliations
• To oversee invoicing, petty cash, and supplier payment systems
• To manage appropriate statutory returns including tax, VAT etc
• To ensure that the systems in place comply with current audit practices and that financial records are appropriately and securely kept
• Must have relevant financial experience essentially from within a Local Authority education support service
• AAT qualified or at least part qualified accountant (ACCA or CIMA) with a strong academic record and significant experience
• Must be commercially minded and able to work confidently with the senior managers who lead on the development and implementation of longer term financial plans and strategies
• A confident communicator, with strong negotiation skills
• Customer driven, collaborative and hands-on approach and able to identify pragmatic business focussed solutions to problems, ability to see the bigger picture and think through the wider implications of actions
• Positive, enthusiastic proactive team player with a flexible approach to work
• Confident self-starter with a successful track record of delivering at a senior level
• Good IT, administrative, organisational and presentation skills
• Significant professional experience of 5 years minimum
• Experience in USGAAP, SOX
• SAP R/3, FI and CO,- Usage and/or implementation
• Strong communication and interpersonal skills necessary for daily interaction with senior management, both within the country and across global corporate functions
• Ability to solve problems and think creatively – capacity to provide pragmatic solutions and have the drive and leadership to implement ideas through to successful conclusion
• Preparation and delivery of monthly management reports
• Budgeting and quarterly forecasting of revenues, costs and cash
• Work with senior management team in preparation and review of business cases, providing detailed feedback on submission, continuously work towards improving the process
• Business partnering with the Executive Leadership Team around key internal projects – scenario modelling of options to provide options on commercial decision
• Commercial assessment of business activities and projects specific to function
• Support and input towards the publication of Charging Statements, Indicative Charging Statements and Indicative Budgets. Ongoing compliance with the Charging Methodology
• Manage and report on key risks, issues and opportunities impacting internal operations in line with corporate operating model
• Other ad hoc assignments as necessary
• Highly organised and efficient
• Successful track record of business partnering, managing planning processes, challenging key stakeholders and driving outcome
• Enjoys a changing environment and working cross-functionally
• Very strong financial modelling skills
• ACA, ACCA, CIMA
• 1) Finance Business Partner for Global HR (incl. co-ordinating HR sub Functions)
• 2) Early Careers and Resourcing FBP - own all of the Financial support for these material sub functions and deliver strategic cost advice and influence to the HRLT member responsible
• 3)HR CTA, SI and SRP FBP – own and develop all financial support and reporting for these project based elements of the HR Function helping to develop and challenge business cases and accounting treatment
• Knowledge of financial industry cost drivers
• Capitalisation – experience of Governance and Policy implementation
• Highly experienced in direct costs, indirect costs management and reporting
• Excellent user of Microsoft Excel application
• Good Stake holder Management Skills & Strong Relationship building skills
• Expected to provide support to the team manager who will take accountability/responsibility of deliverables
• Able to perform good analysis, resolve problems and initiate workable innovative recommendations and solutions to take the function forward to achieve better performance efficiencies. In addition, the proposed recommendations should be good enough to be implemented by the operations/management
• Providing support and ideas to team manager which can be contributed as part of the decision making process
• Must be proficient in understanding and practice of account reconciliation
• An advantage if any knowledge on SAP / Essbase / Click View
• Qualified accountant (CA, CPA, ACCA) with extensive experience in accounting/Finance function or a Post Graduate/Graduate in Finance. Preferably with past experience in a banking industry (not essential), Shared Services environment or multi-national company
• Familiarity with SAP R/3 is a strong plus for the role
• Finance Business Partner within Group Finance Director functions
• The purpose of the role is to provide effective finance management and decision support to the Finance leadership and liaise with cluster and sub functional FBPs. The role also involves management of the financial planning process & analytics for these elements. It requires strong interpersonal skills to provide regular interaction with stakeholder teams across all Group Cost Management areas as well as business stakeholders
• Excellent user of Microsoft Excel
• Qualified accountant (CA, CPA, ACCA) preferably with past experience in a banking industry (not essential), Shared Services environment or multi-national company
• Excellent numeric, analytical and modelling skills
• Qualified accountant or relevant degree-holder (mathematical-based subject)
• Previous financial experience working in a fast moving commercial environment
• Strong presentation and communication abilities
• Develop deep understanding of business with focus on company strategy, customer investment strategies to become respected finance business partner
• Play key role in driving actions for enhancing margins, lead projects and be responsible for full delivery of the results
• Built and maintain proactive and positive interaction with business leaders to ensure effective working relationships with focus on delivery of financial results
• Job experience: 3-5 years’ experience in Commercial Controlling with focus on business partnering to sales (FMCG preffered)
• Dynamic problem solver with a high result orientation and entrepreneurial spirit
• Excellent analytical and financial modelling skills with strong attention to details and ability to work with large amount of data
• Partner with and advise business leaders within AEC Americas and Consulting BD on business and financial decisions
• Manage and monitor the deal discount approval process and analyze results
• Support sales pipeline management through Salesforce.com
• Participate in the setting of sales compensation plans and quota setting. Liaise effectively with the Global Commission Office to ensure timely and accurate administration and payments of commissions and ensuring accurate accruals are in place on a quarterly basis
• Establish effective relationship with the Financial Analyst organization to ensure support from that team is efficient, effective and timely
• Establish relationships with other groups such as Sales Ops deal desk, Legal, Revenue Accounting, Tax, etc. to support AEC Americas and Consulting BD
• Reinforce internal controls with a particular emphasis on the training and communication of revenue recognition policies and government engagement policy
• Drive efficient, standardized systems and processes, leverage worldwide best practices
• Lead Finance Business Partner for Global Risk
• Risk Central COO FBP
• Constant and ongoing liaison with Risk Global COO, and the full Risk COO Team
• Knowledge of Financial Industry cost drivers
• Capitalisation
• Highly experiences in direct costs, allocations, cost management and reporting
• Excellent user of Microsoft applications
• Diligent and active self-starter
• Expected to provide support to team lead
• Minimal supervisory oversight, and able to perform duties with minimal guidance
• Tenacious and Control focused
• Self Driven, motivated and proactive
• Excellent written and verbal skills to finance and non finance
• SAP, CAP, BPC
• Qualified Accountant with extensive experience in finance function
• Preferable with experience of Banking
• Ownership and full understanding of all dimensions of the P&L (Customer / Channel perspective)
• Developing deep understanding of business with focus on company strategy, customer investment strategies
• Business Partnering for commercial teams requiring exceptional business acumen and financial knowledge
• Support and challenge commercial teams in analysis, recommendations and implementations of business decisions related to sales,, with focus on Trade Investment
• Lead Financial dimensions of Planning / Forecasting process for Sales
• Build and maintain proactive and positive interaction with business leaders to ensure effective working relationships with focus on delivery of financial results
• Educational Background in Finance / Economics, CIMA qualification
• Ability to support and challenge commercial teams in achieving financial commitments and influence business decisions
• Dynamic problem solver with a high result orientation
• Excellent analytical and financial modelling skills
• Strong attention to details and ability to work with large amount of data
• Annual Budgeting to be done in a timely fashion
• Monthly Forecasting to be accurate with +- 3%
• Month end closing to be simple and accurate
• Continuous improves of files and suggestions on making tasks simpler
• You will manage and advise on expenses
• Ownership of the day-to-day relationship between the client-side Finance team and other key business stakeholders, and Capita Local Government Business Services and its delivery partners
• Oversight and a deep understanding of all the transactional processes within the scope of the contract ensuring that all participants understand fully their part in a process and are able to execute their role and responsibilities to meet agreed expectations
• Monitoring KPIs and ensuring the delivery of scheduled and ad-hoc reporting to tight timescales
• Provision of guidance and support to service users as required to increase efficiencies, improve consistency and compliance, and remove any blockages
• Management of small projects to deliver agreed outcomes e.g. month and year end schedules or system enhancements
• Deputising for senior management as required
• Demonstrable track record of developing and maintaining strong professional relationships at all levels
• Experience of using financial systems and automation to improve operational efficiencies
• Excellent communication and inter-personal skills are essential
• Broad experience and/or understanding of working in a transactional finance function
• Ability to manage own workload and prioritise effectively to meet tight deadlines
• Good business acumen and understanding of contract management
• Understanding of how a transactional finance function in a public sector organisation may operate
• Knowledge of local government or public sector (desirable)
• Solid MS Excel and information presentation skills
• Substantial experience in a senior finance role in a multi-national matrix organization
• Understanding of business performance management and process optimization and experience of working in these areas
• An understanding of putting internal financial results into an external market context
• Understanding of digital and services business models
• Proven capability to develop and lead high performance diverse teams
• Support Head of Finance
• Support London business unit and senior leadership team
• Develop Finance Team
• Attend VCR meeting, Audit VCRs; ensure operating units properly report contract performance
• Oversee production of monthly MAPS, overhead cost reports, profit and loss accounts, balance sheets and management accounts. Understand and report upon variances
• Preparation of cash flow forecasts, quarterly reviews, consolidation packs and annual budgets
• Drive business to optimize utilisation of working capital
• Identify areas of risk and follow up proposed solutions
• Review site based trading and cash flow forecasts
• Ensure operating units adhere to Kier standing orders and procedures
• Ensure business unit delivers quality timely, accurate information at all times
• Drive best practise
• Participation in the Sales and Operational Planning process; including representing finance in Demand and Supply reviews , quantifying the impact of scenarios to the business and providing feedback to senior management
• Responsible for Working Capital management and ensuring a clear understanding of all elements of working capital in the month to enable accurate forecasting
• Aged Stock Q&R analysis and forecasting; liaising with Quality and Supply Chain
• NRM scheduling and forecasting with Procurement
• Carry out payables and receivables forecasting
• Projects to improve accuracy and effectiveness of the finance function
• You will be the finance representative for continuous improvement projects
• Working across the JM network on systems improvement projects
• Involved in recruiting, training, developing and motivating staff to ensure they perform their duties to the best of their abilities and are prepared where appropriate for future responsibility
• Previous experience within a manufacturing organisation essential
• Dynamic and challenging with the ability to operate cross-functionally
• Self-starter with a “can do” approach and a strong team player
• 31st Dec 2016
• Provide sound financial analysis of results
• Influence and challenge business decisions and management of revenue and cost base by providing insightful financial information, including explanations of key financial performance variances and KPIs to ensure EBITDAC and growth expectations are met across the division
• To provide insight of the performance of the divisions on a regular basis, keeping key stakeholders informed of significant issues that could impact the trading performance
• Assist business in setting, monitoring and achieving divisional targets through financial analysis
• Assist business with management and operational issues as agreed
• Working with other areas of finance and the wider business and corporate services to ensure business goals are achieved
• Review, interpret and communicate monthly financial results to relevant management team
• Produce monthly rolling forecasts with a phased and full year picture to facilitate the business in managing their EBITDAC targets
• Analyse both financial and operational KPIs and provide expertise to the business to help enable the business to targets
• Liaise with the wider business to produce annual budgets
• Complete monthly analysis requirements in a timely manner
• Prepare financial modelling and business cases to support standard and ad hoc business requirements and subsequent benefit tracking
• Produce financial modelling for tenders
• To support and influence key operational & strategic decisions
• Advise on key business planning assumptions, trade-offs, risks and opportunities
• Assess and implement process improvement
• Management / Financial accounting experience
• Excellent analytical & interpretive skills
• Good communication skills (within both Finance and the Business)
• Financial reporting software knowledge desired
• Experience supporting non-accounting managers in complex financial analysis and modelling
• Proven track record of developing client relationships
• Recongini8sed rapport-building experience with internal/external stakeholders
• Evidence of effectively prioritising risks to manage concurrent workflow
• Proven experience of implementing and enhancing financial control
• Forward planning for change
• Ability to adapt to changing demands and priorities
• Able to quickly identify and resolve problems and seek advice when required
• Capable of handling and processing large amounts of data
• Ability to be able to quickly grasp and interpret salient information
• Interpret, forecast and communicate sound financial information
• MS office proficiency
• Part Qualified CIMA/ACCA or AAT qualified
• This role will contribute to the growth of Philips by driving and executing organizational and performance improvements by means of a convincing strategically aligned and solid factual plan. In addition, monitor the financial position and identify risks and opportunities to current financial projections and takes corrective actions where needed
• Support various audits and drive the importance of compliance with accounting standards & regulation
• Supporting Month End Close and sign off on Trial Statements as a Business Partner for the Philips North America Corporation
• Closely monitors high risk areas including Environmental/Asbestos, Legal cases, Health Insurance, Pension, AIG receivable etc
• Contribute to Global and Regional Improvement Projects, which could include organization changes that may need support over facets of accounting, control and compliance
• Works on problems of diverse scope, selecting methods and techniques for obtaining solutions
• Finance communicator to / from the Operating Contract to Finance
• Liaise with the client and maintain a positive client relationship throughout the delivery of daily operations of the visitor attraction
• Ensure the smooth day to day operation of the Visitor Attraction and Retail contract
• Provide accounting, reporting and financial expertise as required for the sector / contract
• Excellent cash management from transaction to revenue recognition in the P&L
• Partner with the contracts to shape and manage performance KPI’s
• Liaise with the Shared Service Centre to ensure efficient provision of service alongside contract compliance
• Work with the Senior Finance Business Partner to manage the delivery of all financial processes to their BU
• Turn complex data and concepts into workable solutions that everyone understands
• Qualified accountant and post qualification relevant experience
• Previous experience in a Finance Business Partner role
• Previous experience in maintaining client relationship
• Previous experience in the daily operations of a visitor attraction
• MS Office including Excel, Word and PowerPoint
• Manage the day to day operations of finance function
• Ensuring month end are closed on time and accurate monthly actual reporting
• Developing QPR forecasts and budget in accordance with group guidelines and deadlines
• Financial control of ledgers for compliance, reconciliation and reporting
• Preparation of management and statutory accounts including ad-hoc duties as allocated by Finance Controller
• Ensure compliance with Records Management policies
• Liaise with external auditors, internal auditors, banks and being the key person with statutory audit, corporate tax and submissions for government related matter
• Liaise with EM on intercompany recharges
• Manage cash flow forecast and BATCASH reporting and hedging exercise
• Liase with shared service lines to ensure efficient process and continuous improvements
• Preparation and delivery of monthly management and external regulatory industry reports
• Business partnering with the Executive Leadership Team around key internal projects – scenario modelling to provide options on commercial decision
• Commercial assessment of business activities and projects specific in line with DCC’s overall objectives and commercial risk profile
• Support dialogue with regulator to explain cost movements
• Develop and maintain cost models as outlined within contract terms
• Ability to develop meaningful reports for different clients group and management levels from large data sets
• Thrives in dynamic environments and working cross-functionally
• Telecommunication or energy background desirable
• Operate as a Business Partner to several key operational areas
• Act as primary financial focal point for the designated business areas providing the management team within that area with full financial support and information to enable timely and accurate decision making
• Provide financial support to the management of both core sustainment activities and over and above orders and ensure that both cost and schedule performance in both of these areas is in line with targets
• Manage the monthly and quarterly financial forecasting process across your designated business areas
• Train other members of the staff on process and policies
• Required skills & knowledge for the position
• Strong analytical and technical accounting skills
• Advanced Excel skills, including financial modeling
• Experience in Hyperion and Essbase systems a plus
• Experience in project accounting a plus
• Knowledge of Internal Control, tax and compliance
• Ability to think out of the box
• Mobility: overseas working experience is a plus
• Required Educational Background & Professional Experience
• Master degree in finance / accounting, ACCA, CPA equivalents, or MBA
• Min 10 years in F&A of large MNC(Manufacturing) of which 5 in FP&A or controlling
• Service truck optimisation
• Out-source / in-house operating model and productivity levels
• Quickstart utilisation and impact on manned conversions
• Complex capitalisation reviews
• Contract Partner rate reviews
• Strong Commercial acumen built-up through experience
• Proven ability to provide insightful delivery
• Strong planning and control discipline
• Self motivated, setting an example for others to follow
• A professional accountancy qualification (ACA/CIMA/ACCA or equivalent)
• Commercial acumen built-up through experience
• Straightforward, simple and open communication style
• Great team player with an ability to connect people to a purpose/vision
• IT - good Excel modelling, Powerpoint and Word skills are required
• Use of Financial systems (CPR / Essbase / Oracle) - key deliverability for reporting and planning
• Key Finance Business Partner for the Supply Chain and Service department
• Partner Supply Chain management effectively providing the necessary challenge and support
• Manage, coach and develop the Finance Supply Chain team
• Ensure relevant and regular reporting is provide to all stakeholders to track and monitor performance
• Provide analytical support using financial information to enable robust commercial decisions to be made
• Take ownership of the monthly and weekly reporting of operational results and KPI’s ensuring accuracy and timeliness
• Ownership of total Supply Chain and service accounting and reporting including all financial and operational KPI’s, budgeting and forecasting
• Support the management of Quality refurbished stock (service function) and hence asset turn
• Support the management of supplier fleet contracts
• Ownership of the forecasting and budgeting of stock related financials
• Provide balanced evaluation on supply chain projects and input into wider business initiatives/new business ensuring the right commercial decisions are made Identify risks in Supply Chain performance and provide early warnings to the business along with recommendations where appropriate
• Ensure business systems are used effectively to provide insightful information to Supply chain management and the wider business
• Work closely with the depots and other supply chain managers ensuring the best VfM decisions are made
• Ad hoc analysis of business initiatives including what-if / alternative scenario's
• Analysis of stock waste and liaison with service sites to identify trends and resolutions
• Develop and feed into Commercial cost-per-delivery insight providing a better view of end-to-end profitability as well as depot performance
• Ensure maximum leverage of new Supply Chain technology
• Participate and provide performance update at Supply Chain review meetings
• Carry out ad hoc analysis and investigations as required
• Timely and accurate production of month end management accounts for LHR & LGW, Ground services
• Weekly scorecard production for all sites
• Analysis of monthly performance to budget and forecast of financial and non-financial information, evaluating variance impact and identifying trends
• To provide the business with solutions / options for meeting the P&L of the departments
• To provide costing analysis for changes within the business which will have a financial impact
• Report results, variances and trends to senior management and conduct extensive analysis of the businesses results, plans, forecasts and risk strategy
• Assist with implementing and maintain internal financial controls, processes and procedures
• Preparation of accruals and prepayments and monthly reconciliation of balance sheet accounts
• Annual budget and forecasting
• Assist SVP LHR & LGW and their management team with cost reduction and revenue projects
• Provide accurate information to cost models
• To undertake any other duties as required by management
• Promote at all times, the Vision, Mission, Values of dnata
• Professional Accounting qualification - ACA/CIMA/ACCA
• Minimum of 6+ years of experience in a finance business partnering role
• Analytical with the ability to produce detailed management reports
• Strong influencer
• Safety driven
• Must hold a relevant professional accounting qualification
• Experience within an insurance environment is essential, working closely with both senior internal stakeholders and external customers
• Proven ability to anticipate business performance issues/opportunities and recommend appropriate action
• Lead the production and consolidation of the detailed annual budgets/plans and monthly reforecasts predominantly for the Head Office functions, with a focus on expenses
• Responsible for month end reporting output from the team, with support from junior analysts
• Responsible for producing ad-hoc analysis to meet evolving business requirements. Participate in the decision making process in the evaluation of performance and the impact of different initiatives
• Responsible for coordination with the Corporate Planning Team to feed assumptions into the overall Group budgets/plans and provide requested analysis and commentary for presentation to the Group Board
• Manage key inputs into the Financial Reporting Team for associated activities including monthly accruals and provisions, reconciliations, and preparation of monthly reports
• Qualified accountant with experience of working alongside business functions outside of Finance
• Must have excellent communication skills and a desire to understand different operational areas and business activities
• Must be able to respond and adapt to rapidly changing business needs
• To review the financial business case for all investment projects undertaken by your business and to monitor benefits by gathering data and calculating costs, benefits and post implementation review
• To provide support and analysis on a range of technical issues in connection with the Financial and Management Accounts e.g. variance/trend analysis (actuals v budget) makeup of specific costs etc
• To provide competitor analysis on a quarterly basis to support decision making
• Lead in CFO/Finance mission statement updates, provide commentary to the performance metrics and actions
• Proven experience of working in a financially focused role
• An ability to acquire skills quickly to interrogate systems e.g. TM1
• Produce and consolidate detailed annual budgets/plans and monthly reforecasts predominantly for the IT function, Project Management Office and Head of Change, and including operational expenditure and capital investments
• Develop analysis to support plans, including scenario and what-if analysis
• Work with Heads of Departments to produce/develop variance analysis and MI to understand the key drivers of the result and track overall performance against plan
• Undertake and present ad-hoc analysis to meet evolving business requirements and to support the COO and the Group Executive Committee in evaluation of operational performance and the impact of different operational initiatives
• Provide financial expertise in the undertaking of capital investment appraisals and cost benefit analysis (CBAs) for major projects, assist the Executive in project prioritisation through review and challenge of plans, and ensure post implementation benefit realisation is accurately tracked and reflected in wider financial plans
• Work closely with the Corporate Planning Team to feed assumptions into the overall Group budgets/plans and provide requested analysis and commentary for presentation to the Group Board
• Provide input to the Financial Reporting Team for associated activities including monthly accruals and provisions, capitalisation of development costs, reconciliations, and preparation of monthly reports
• Highlight developing trends and variances to forecast to senior management to ensure informed decisions can be made
• Must be able to confidently challenge and influence senior management on their plans and obtain explanations for variances to plan
• Must have strong analytical skills and experience of accounting principles relating to the treatment of capital and operational expenditure. Past experience of preparing and analysing CBAs would be an advantage
• Business Partner that partners with the leadership teams and is involved in all strategic decision making with financial impact. Primary focus is Enterprise Imaging and Software Customer Service
• Drive business performance by identifying and tracking savings and growth opportunities, together with the Business Unit teams and the Markets
• Review and approve business cases for investments and large managed service deals and make sure they support the long-term financial goals of the company
• Support the EI-CI and HIT controller in ad-hoc analysis or project work
• Drive the quarterly and annual forecast cycles for the controllable cost, together with FP&A
• Drive the monthly and quarterly reporting cycle for MPRs, together with FP&A
• Automate and simplify all forecasting models and reporting models and outsource to FP&A
• Control the R&D costs; forecast and review spend, capitalization and amortization, together with the R&D leadership team
• Ensure business integrity with adherence to FCPA and GBP in cooperation with HR and Legal
• Ensure the accurateness of the balance sheet by doing annual impairment tests on development assets and monthly BS reviews with the Accounting Ops for Foster City, Andover and Best
• Comfortable working independently in a fast-paced environment
• Strong written and oral communication skills combined with the ability to meet tight deadlines and prioritize workloads
• An understanding of finance issues in an operational environment of rapid growth
• Solid business judgment and controllership focus
• Demonstrable years of relevant, progressive finance experience
• MBA/CPA/CFA preferred
• Ability to thrive and grow quickly in a fast growing company
• Proven ability to work independently in an ambiguous environment
• Relevant finance experience in a large, multinational organization, with world-class processes
• Financial Services experience preferred
• Develop and analyse reports for performance monitoring with business commentaries
• Monitor actual performance against KPIs and analyse the variances and share insights in areas of cost management (GM Analysis of Change (AOC), Cost AOC)
• Provide support and analysis on pricing reviews
• Plays a leading role in matters related to development of management accounting systems
• Translate strategies into plans and budgets, providing commercial insights relating to future
• Lead and manage the provision of structured and insightful analysis of financial and non-financial data in order to influence and enable strategic financial
• Assist to manage and oversee the implementation of continual process improvements and
• Candidate must possess Professional Degree (eg. CIMA, ACCA) or at least a Bachelor's Degree Accountancy or equivalent
• Minimum 5 years of full spectrum financial & costing hands-on working experience in manufacturing & MNC enviroment
• Strong knowledge of spreadsheet applications and hands-on experience in ERP such as SAP
• Hands-on, self-motivated individual with the willingness to take ownership of problem
• An eyes for details and accurate with figures, strong planning and analystical skill
• Strength of character to raise and communicate issues or recommendations, ability to engage stakeholders of all levels
• Leadership quality with good people and supervisory skills and ability to manage change within the team
• Able to start work before end of this year or within short notice would be an advantage
• Build and maintain strong professional relationships with the Property and Facilities team to understand cost drivers and work together to influence financial performance
• Be a ‘champion’ for cost control and drive cost saving initiatives across the business
• Finance lead for all Property and Facilities projects
• Ownership of the Property & Facilities annual capex budget
• Analysis and presentation of complex Property and financial information to fulfil senior management and divisional requests
• Drive the business planning process to set the budget for the next financial year
• Continually develop processes and improvements and ensure adequate controls are in place
• Ownership of monthly reporting, reviewing month end preparation and completing post month end analysis
• Detailed financial analysis and presentation of results and other financial information to support decision making across the wider team
• Develop and implement a monthly reporting pack including consolidation across business units to fulfil senior management and group requirements
• Build and maintain strong professional relationships with the operational teams to understand cost drivers and work together to control and influence financial performance
• Analysis and presentation operational and financial information to fulfil senior management and divisional requests
• Manage systems/processes and ensure adequate controls are in place
• Support of monthly reporting to assist in month end preparation and post month end analysis
• ACCA, ACA, CIMA part /newly qualified
• Build meaningful relationships and provide business partnering to the Claims Director and senior leadership team (SLT) on claims commercial activity, strategic change and financial / commercial impact of contracts ( CAPS)
• You’ll be accountable for the provision of timely and effective financial performance reporting and insight to support the business Directors and their teams in managing the operating expenses, income, indemnity costs, FTE and financial impact of commercial contracts
• Delivering professional advice and expertise to the claims leadership team and other stakeholders on financial and strategic issues across the cost base, project portfolio and wider commercial decision-making
• Drive continuous improvement in reporting across financial evaluation and financial planning across operating expenses, headcount, project costs and benefits and wider commercial decision making
• Provide the finance decision support to work with the Claims Directors and assist them in managing their financial targets
• Review and partner in the production of the Business Cases, Investment Appraisal and Contract Review Process to ensure the financials behind the CAPs are accurate and reflect the business case and are challenged and reviewed appropriately
• Provide clear analysis and understanding of the drivers of the underlying business activity
• Provide clarity and direction to Claims Decision Support team and develop the team through enhancing performance management and utilising development tools available
• Partner procurement to manage the financial/ commercial impact of claims commercial contracts, partner new procurement and business in new supply chain/ procurement activity, provide commercial challenge and provide financial rigour
• Qualified Accountant – ACA/ACCA/CIMA
• Ability to challenge and provide oversight to aid key strategic decision making
• Insurance experience would be preferable however not essential
• A competitive salary, benchmarked against our competitors, which will grow as you do
• Pension 9% of your base salary, you can choose to contribute less or more than this, and anything you don’t wish to put in to your pension you can take as cash instead!
• Private medical insurance (anyone can choose this through our flexible benefits scheme, and managers receive this as standard)
• Attractive holiday entitlement
• 50% off our Home, Motor and Pet insurance
• Free Travel insurance
• Free Green Flag breakdown cover
• Flexible rewards including Life insurance, income protection, critical illness insurance, personal accident insurance
• Retail card, with discounts at big name retailers
• My Discounts - a discounts website for all our employees, with great discounts, cash back savings and offers across hundreds of brilliant high street brands, travel, tickets, gym memberships and much more
• Analyse monthly reporting received from local and offshored finance teams to come up with actionable insights for the business and detect and discuss areas of divergent performance against plans
• Build and maintain good working relationships with the finance teams
• Act as the liaison between the business and the GSC based team to develop new reporting and analysis packages
• Support in driving local Area and/or GSC efficiency/improvement projects
• Support Area Finance Manager in target setting and ROFO across the Area, as well as monitoring and follow up on the results
• Take an active role in designing plans for improving area performance and objectives on cross functional basis
• Participate in ad hoc projects to support key initiatives. This includes the creation of business cases for appropriate projects and ensuring these are signed off by relevant stakeholders per the authority matrix
• Strategically partner with the Directors within the business and senior leadership team on commercial activity, strategic change and financial/ commercial impact of contracts ( CAPS)
• Lead the provision of timely and effective financial performance reporting and insight to support the business directors and their teams in managing the Operating expenses, FTE and financial impact of commercial contracts
• Deliver and lead the strategic advice and expertise to the functional business area leadership teams and other stakeholders on financial and strategic issues across the cost base, project portfolio and wider commercial decision-making
• Strategically drive reporting across financial evaluation and financial planning to support the wider commercial decision making process
• Provide , shape and lead the delivery of strategic cost insight and financial modelling of different business scenarios to support the leadership team in delivering their objectives
• Lead the cost and benefit identification and tracking process to ensure the cost reduction agenda of the organisation is achieved and benefits realised and delivered as planned
• Provide thought leadership, clarity and direction to a small Decision Support Team and develop the team through enhancing performance management and utilising development tools available
• Strategically partner with the procurement team to manage the financial/commercial impact of contracts, provide commercial challenge and provide financial rigour through out the entire procurement process
• Senior Finance Business Partnering experience essential
• Commercial Outsourcing / Contract awareness Essential
• Take an active role in designing plans for achieving cluster performance and objectives on cross functional basis. Ensure high quality analytical support for Must Win Battles materialization
• Work with Cluster Leadership Team and in particular the Operation Manager as well as Liner Operations Cluster to proactively improve performance and create alignment between the overall strategy for Operation and Cluster execution
• Based on standardized Maersk Line Operating System data, act as a facilitator to analyze and challenge performance, ensure shortfalls in performance and opportunities for high performance are uncovered and that robust benefit tracking is in place
• Take an active part in Asia Pacific Business Partner forum thereby ensuring that best practices are shared and applied in order to constantly raise the bar for value adding Finance Business Partnering
• Ensure decision making is based on robust data and is underpinned by logical assumptions
• Inland profitability: Analysis of inland profitability and develop an understanding of how profitability is dependent on end to end profitability to quantify the value of any trade-offs being made
• Cost recovery: Ensure highest possible cost recovery where applicable i.e. Equipment, Maintenance & Repair, Foodgrade etc
• Utilization: Analysis of utilization of fixed commitments such as block trains, trucking, feeders etc. including schedule reliability
• Cost Savings: Arrange and facilitate cost workshops with the Operation team to create action plans on how to meet and exceed targets
• Business cases: Participate in preparation of business cases in cross functional collaboration with other business partners and functional managers Fact Based Reporting analysis and identification of behavioral impact on costs such as development in equipment stocks, empty flows etc. In addition, the business partner is the super user of Fact Based Reporting - Cost Management
• Target setting: Participate in annual cost savings plan and target setting for Operation and ensure that both short- and long-term strategic priorities are catered for Performance management of agreed upon actions to ensure that each action can be measured on a concrete outcome be it savings, additional revenue etc
• Maersk Line Operating System: Responsible for providing the required data and analytics for weekly/monthly flow of Maersk Line Operating System including Operating Performance Reviews. Communicate performance throughout the organization using standard report and global reports to ensure everyone has the same understanding of operational performance. Ensure standardized reporting landscape is in place and applied on a weekly, monthly and quarterly basis
• Best practices: Share and ensure local adoption of best practices across Clusters, Regions and Centre including cross-regional work assignments and acting as a focal point for Region and Centre standardization initiatives
• Working with the Operational business partners, create the annual consolidated budget plan and deliver monthly management information that supports delivery of the plan through readily available, reliable KPIs
• Provide financial analysis and business support to ensure Management has the right level of information and analysis that adapts to the current business performance
• Provide quality business analysis, identifying key variances, their drivers and action plans to drive above plan results
• Engage with central finance and other finance Business Partners, sharing best practice and delivering valued support to the Business with consistency and efficiency
• Oversee regular cost centre review meetings ensuring tight control on expenditure in line with plan and forecast
• Proactively recommend opportunities to further enhance revenue, operating margin & cash and cost controls
• Cultivate and structure the local teams to ensure they have a commercial understanding of the business and its challenges and therefore create useful management information not just data. Ensure reports have summaries of the call to action from the information presented
• Develop the talent within the team and support any training requirements
• Hold an in-depth and/or breadth of expertise in own discipline and broad knowledge of other disciplines within the finance/commercial function
• Anticipate internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements
• Solve unique and complex problems that have a broad impact on the business
• Contribute to the development of functional strategy
• Lead project teams to achieve milestones and objectives
• Progression to this level is typically restricted on the basis of business requirements
• Operate with broad latitude in a complex environment
• Strong analytical skills, with a high level of attention to detail
• Ability to interpret data and convert into meaningful management information
• Exceptional communication and presentation skills, including oral & written
• Must have ability to build relationships, and challenge at senior level effectively
• Qualified finance professional (or equivalent)
• Willing to travel to Peterborough and Mitcham
• Oversee the development of the AOP (Annual Operating Plan) for 40+ distribution centers considering input from all functions (e.g., Logistics, Operations, and Procurement) and bridging to top-down guidance. This includes full P&L, select Balance Sheet accounts, Capital Expenditure planning, and Headcount planning
• Oversee monthly and FY P&L forecasting
• Oversee the rebate process (both vendors and customers). Oversee the monthly rebate accrual and make adjustments as rebate programs change. Ensure that Balance Sheet accruals are properly stated
• Develop a cohesive and comprehensive strategy for harmonizing business policies across multiple acquisitions including (but not limited to) Sales Commissions and other incentives, Credit and Collections, Pricing, Outbound Shipping, and Standard Costing
• Develop and implement a vision for merging acquired companies onto one ERP platform
• Review gross margins and propose/implement opportunities for improvement
• Deliver monthly MPR (Management Performance Review) reporting package with analysis of results
• Analyze and improve business processes to ensure an effective control environment and adherence to financial policies, procedures, and limits of authority
• Ad hoc analysis. As the business changes and grows, the Finance Business Partner will be required to financially evaluate new initiatives
• Develop and communicate recommendations to senior leaders to improve business results and add value to the organization
• Minimum 15 year’s of experience; last 3-5 years in a Finance Leadership role
• Demonstrated leadership success
• Demonstrated success managing long-term projects
• Acquisitions experience conducting due diligence and/or post-acquisition integration
• 28 days annual leave, plus bank holidays, with the opportunity to buy and sell additional leave,
• Pension contributions of up to 12%
• Life Assurance 3 x annual salary
• Comprehensive training and development, including study support
• Staff recognition scheme
• Basic knowledge of BPCS & JDE
• Demonstrated business skills executed with integrity and independent commercial judgment
• Experience working in the Finance function in a global organisation
• Support the Senior Finance Partner, Site Leadership Team, Specialised Management Accounting Service (SMAS) and business on all financial matters
• Support month-end closing activities, including internal and Above Site financial reporting
• Support the preparation and submission of the 3/1 Plans, Latest Estimates, including Working Capital and Capital Budgets
• Product costing annually and ad-hoc, supported by MAS where appropriate
• Provide expert advice to customer groups by proactively identifying opportunities and raising challenges to meet business objectives and mitigate risks
• Provide financial analysis using internal and external information and benchmarking as appropriate. Consider wider supply chain where relevant
• 1) Ensure high quality financial reporting accurate accounting and a SOX compliant environment
• 2) Drive key finance processes (long range plan, budget, latest forecasts), insightful management reporting beyond financial performance
• 3) Drive performance management in close partnership with the General Manager for CANADA, i.e., implement corrective actions to optimize financial results
• 4) Provide strategic and tactical decision support to the commercial team through analytical support and ultimately drive fast, but fact based decision making
• 5) Develop and coach the finance team to provide best in class financial support
• 6) Coordinate specific activities around the BAXALTA integration (legal entity merger, SAP implementation)
• Provide accurate, timely, and relevant financial and management reporting information and ensure this is done in accordance with governance guidelines to fulfil internal control, SOX and Stewardship obligations
• Provide financial support and insightful monthly analysis on BMA's operations and projects to drive improved financial performance
• Completion of monthly deliverables including (but not limited) to accruals, analysis and reporting
• Identify and implement opportunities for the continual improvement within the department
• To become a business partner of influence to BMA operations
• Responsible for providing the analytics to support delivery of the BGE Lean Six Sigma programme, as well as providing high-quality decision-making support to the Programme Sponsor
• Extract, interpret and understand the key drivers of performance across all areas of the business in order to frame selected initiatives and ensure they are deliverable in line with operational plans
• Provide analytical support to provide insight into delivery of the programme for BGE, as well as benchmarking BGE against publicly available information on its industry peers
• Report on the progress of each initiative using KPIs (e.g. reduction in the number of bills cancelled and rebilled), quantifying and reporting these savings to the Financial Controller
• Provide financial analysis to support improvements in operational performance and efficiency by producing and presenting weekly performance metrics to the Financial Controller and the executive management team
• Own the process for the programme’s monthly performance review which will include presentation toy the executive management team
• Act as a key member of the Financial Controller’s Team, making a substantial input to BGE’s strategic growth and operational efficiency
• The role will involve ongoing interaction with key management including the executive management team. The successful applicant will be expected to challenge deliverables in terms of whether the approaches proposed are commercially beneficial
• Likely to have financial accountability for greater unit size / value where responsible for cost base rather than revenue generating unit
• 5+ years’ experience in forecasting and analysis for global company
• Experience working with off shore teams
• Preferred Significant BT and/or external experience in Big 4 / industry
• Sufficient knowledge of industry skills to make an impact, including non-financial skills (e.g. six sigma, process, telecommunications, contracts)
• Significant knowledge of BT wide financial process and specific financial systems to manage timelines, system issues and requirements
• CPA or Other Relevant Certifications
• Participation in the sales and operational planning process, including representing finance in demand and supply reviews
• Quantifying the impact of scenarios to the business and providing feedback to senior management
• Ensuring a clear understanding of all elements of working capital to enable accurate forecasting
• Liaising with Quality and Supply Chain regarding aged stock Q&R analysis and forecasting
• Working with procurement completing NRM scheduling and forecasting
• Responsible for projects to improve accuracy and effectiveness of the site finance function
• Finance representative for continuous improvement projects on site and across the JM network
• Assist in the recruitment, training, development and motivation of the Finance team to ensure they perform their duties to the best of their abilities and are prepared where appropriate for future responsibility
• Previous management experience with a finance function
• Experience within a manufacturing organisation
• Fully qualified CIMA, CA or ACCA
• Exposure to ERP systems and experience of improvement / change projects
• Ability to establish and maintain relationships across all levels
• Good communicator with the ability to create financial understanding for non-financial members of the team
• Ability to challenge constructively where required
• Ability to work as part of a team or independently as required
• Partner with operational heads of service to deliver accurate and timely forecasts of financial performance, taking account any potential operational risks and opportunities
• Produce accurate and timely reporting for the contract on a monthly basis
• Ensure accurate representation of monthly P&L performance, posting all required ledger entries, reviewing the ledger to understand costs and supporting your transactions with appropriate reconciliations
• Build and maintain strong professional relationships across the business to influence financial performance and understand the contract, price and cost drivers and challenge assumptions where necessary
• Review forecast against Business Plan and previous forecast targets, and ensure key drivers of variances are clearly understood
• Deliver monthly scheduled and ad-hoc reporting to tight deadlines
• Recently qualified accountant (ACCA or CIMA)
• Previous experience in accounting role (industry or practice)
• Diligent, attention to detail, willing to challenge
• Experience of Business & Reporting systems (SAP desirable)
• Able to act on own initiative
• Ability to manage own workload and prioritise effectively to meet tight reporting deadlines
• Bachelor's in business administration with concentration in Finance or Economics
• Minimum 5 years of work experience in financial analysis, budgeting or Business Partnering
• High sense of commitment
• Analytical and planning skills
• Advanced Excel and financial modelling skills
• SAP knowledge is preferred
• Monthly review of data to understand product/brand performance, identifying any gaps versus forecast and potential impact on the P&L. Suggest action to maximize opportunity/minimize loss
• Challenge pricing decisions through price/volume sensitivity analysis in order to optimize profitability; comparing value/volume forecast in current scenario vs. new prices scenario
• Work closely with commercial team to ensure proper pricing approval governance is followed and pricing information is timely updated in corresponding systems and approval workflows
• Support definition of commercial policies (terms, conditions, discount) vs. WS and Pharmacies
• Evaluate Direct to Pharmacy opportunities (cost-benefit assessment)
• Understand the customer base/channel analysis and the profits that key customers deliver, suggesting changes to overly advantageous conditions
• Implementation of Gross to Net related initiatives
• Drive margin enhancement through innovative. initiatives of cost control; using internal and external benchmarking (where available) to understand best-in-class cost management
• Review the performance of the To Market and In Market sales and trends
• Prepare and distribute financial results and MI that meets both IRR finance and business requirements
• Communicate results, risks and opportunities effectively to both finance and business leaders
• Lead the preparation of forecasts and the annual plan for the RCS Americas Segment
• Present results and other important communications to the RCS Americas Leadership Team
• Provide appropriate analysis to support cost review activities
• Provide finance support on acquisitions, integrations and internal restructuring
• Perform and manage internal transfers of revenue and NOI in accordance with finance and business requirements and communicate impact to office and regional leads impact on their monthly results of these adjustments
• Develop detailed knowledge of main value drivers, KPIs and initiatives
• Lead the monthly RCS Americas Division Level Forecast calls and provide commentary
• Provide recommendations to RCS Americas Leadership to assist in improving financial efficiency and results
• Prepare and present monthly updates to the RCS Americas Leadership Team
• Assist is modelling and support of various new business initiatives
• Assist in annual bill rate process
• Delivery of a range of monthly management reporting packs for the Retail business ensuring the financial information and KPIs are agreed and efficiently reported, analysed and acted upon to improve performance
• Cost management of the Retail business. Challenging and promoting effective and efficient spend. Implementation of Improved Reporting to facilitate improved decision making in areas such as Cost Management and Capital Investment
• Streamlining and Standardisation of Daily and Monthly Reporting
• Support and develop the delivery of integrated finance budgeting and reforecasting models. Support the preparation of the LTPs
• Delivering proactive ad-hoc financial analysis to support BU decision making by the planning and development manager in relation to new shop development
• Escalation of any apparent weaknesses in financial or other controls and providing recommendations for these weaknesses
• Liaising with other finance teams and the BU to ensure all finance services are delivered efficiently whilst supporting other team members in completing tasks
• Working with the Retail Business Analytics teams to identify areas for deeper analysis considerations or input towards strategic projects
• Ad hoc projects or tasks that may be assigned as required
• A qualified accountant or part qualified accountant who is commercially focussed
• Minimum of 1+ years working in a similar environment with a track record of financial reporting, planning, analysis and cost control
• Excellent business acumen and experience in business partnering & decision support teams
• Assertive and confident, able to operate credibly with senior stakeholders
• Retail and/or betting and gaming industry experience would be a distinct advantage but is not essential
• Experience of Oracle financial systems desired
• Experience with matrix organisations and possessing highly developed stakeholder management skills
• Develops strong relationships and collaborates well with team members to get things done
• Strong communicator who can deal effectively with people from a non-finance background
• Strong analytical and technical skills combined with a highly developed commercial acumen
• Strong Financial modelling skills
• Strong planning and organizational skills
• Relentless curiosity and comfortable with ambiguity
• Excellent team player, hardworking, adaptable, proactive and operates effectively in a fast paced environment
• Results oriented, with the ability to take decisions quickly when necessary and the resilience to challenge/be challenged
• Clear & precise presentation skills
• Well organised and thorough, with close attention to detail and a drive for continuous improvement
• Act as the senior representative of the Finance Enabling Function within the OU, ensuring good relationships are maintained between the OU and the EF and capabilities of the EF
• Proactively analyse, interpret and communicate OU financial data as appropriate to facilitate the effective management of the OU. Proactively identify key risks and opportunities
• Input into preparation of OU Strategic Plans, including assisting the OU in making informed decisions relating to targeted organic & acquisitive growth and divestment plans to enable the implementation and delivery of the OU 2020 Business Plan
• Support win work activities including supply of information for pre-qualifications and tenders as well as supporting and/or participating in any tender working groups, specifically linking with Head of Finance (Operations) to highlight any areas of complexities
• Keep abreast of current and potential industry developments which could have a financial impact, assessing the risk/opportunity effect and advising the OU SMT in a timely manner. Ensure the provision of accurate, relevant and timely financial information to the OU MD and management team and reports to the BU
• Monitoring of the OUs results against forecasts and budgets including reviews with the management team/department heads
• Provision of financial input and analysis. To include tax advice received from the Reporting and Tax function, in relation to new areas of work undertaken by the OU – investments, new markets, products, projects
• Ensure appropriate financial governance is applied within the OU in line with Skanska Finance Policies & Procedures
• Act as Senior Accounting Officer for the OU to ensure compliance with and advise on all matters of financial regulation including compliance with the legal requirements for VAT, income tax and corporation tax
• Monitor project data including regular attendance at F&R meetings
• Provide assistance in financial scenario modelling for both quarterly reporting and bidding, including input into any payment mechanisms in the financial model and client contract
• Responsible for the application of the correct accounting standards, systems and processes in the OU, including reconciliation of records, authorisation and actioning of payments and system permissions
• Management of capital expenditure/fixed assets where appropriate
• Reviewing/maintaining financial delegations and limits of authority within the OU
• Bachelor/Master degree in Finance, Tax, Accounting
• 3 years experience in finance area (finance analysis, accounting, taxes, auditing)
• MS office general + MS Excel upper intermediate level
• Finance / tax / accounting general background (accounting/audit certification not required)
• Good team member
• Good and easy communicator
• Work closely with G&A functional leadership to establish effective processes to monitor and report on budget, actuals and forecast
• Manage the monthly forecasting process by partnering with G&A leadership to align the forecast with the most current business assumptions
• Lead financial headcount planning and forecasting for the international business
• Lead the Monthly Operating Reviews with functional leadership highlighting the key cost drivers and risks / opportunities
• Work side-by-side with the business partners and broader finance team to establish the annual budget and Long Range Plan for several G&A functions
• Work to standardize process and reporting across international and US business
• Perform analysis and provide direction to ensure well informed investment decisions
• Provide expense forecasts and generate actual vs. budget status reports, explanation of variances, and forecasted expenses
• Collaborate with line managers and the Accounting to ensure proper expense and ensure compliance with internal controls
• Work closely with the Regional Finance Directors to support regional reporting and analytics
• Ensure SOX compliance across International markets
• Collaborate cross functionally within Finance and Accounting to ensure consistent and accurate use of financial data
• Identify and actively participate in process improvement projects and ad hoc analyses as requested
• Actively integrate our corporate planning activities with various business leaders
• Proven record building and maintaining complex Excel models for analytics, forecasting, and budgeting
• Experience working within a Pharmaceutical or Biotech company
• Experience of rare disease medicine pricing
• Experience with accounting software – HFM, BPC, Oracle and Peoplesoft
• Experience of partnering with Medical, Commercial and HR teams to forecast spend
• Proven track record of business partnering across functions and departments
• Demonstrated strong analytical skills with superior attention to detail
• Self-starter with demonstrated leadership skills and ability to meet goals given limited supervision
• Strong interpersonal skills and effective in sharing information with cross functional team members
• Proficiency with Microsoft Office Suite (especially Excel and PowerPoint)
• Excellent written/oral communication skills with ability to generate concise reports and verbal
• Part qualified in a professional accounting qualification with relevant experience
• Experience in management accounting, preferably within a large company
• Proven ability to provide commercial analysis of financial reporting and communicate with and challenge senior management confidently and credibly
• Self-motivated with the ability to plan work and prioritise resource over the long, medium and short term
• Excellent communication skills including the ability to explain complex financial matters to colleagues at all levels and/or non-finance
• Knowledge of SAP preferable
• Balance sheet and Cash flow forecasting
• Assist in the production of the Medium term Cash Budgets for the Central Finance Team
• Manage the delivery of all financial processes to their BU
• Ad-hoc projects; which may include Contract recovery investigations, implementation and benefits realisations
• The key responsibilities and duties are
• Support New Business Activities
• Excellent planning & administration skills
• To undertake monthly P&L reporting for assigned areas of responsibility
• To act as a partner with Leadership Team from assigned areas of responsibility to assist, challenge and support in business growth plans
• Be accountable for regular reporting to cost centre managers / LT tailored to suit their needs, but to a consistent standard across all cost centres with other BP’s
• To develop bespoke reporting to areas of accountability, whilst maintaining a consistent approach to cost centre management
• Support of month end close process and reporting teams through proactive analysis of trends to root cause and considering wider implications for the business and by maintaining a ready knowledge of what is happening within areas of responsibility
• Development of divisionally consistent resource modelling and forecasting tools, working alongside scheduling and S&OP teams to build accurate monthly activity and cost forecast
• To validate and further develop business metrics, identifying and building new KPI’s as appropriate
• Monitor capacity and potential constraints in the business, raising issues proactively to management
• Robustly challenge the business on efficiency and PPI projects, responsible for cost control within areas of accountability
• Liaise with S&OP and forecasting teams to identify data and requirements to support revenue forecasting models globally
• To coach and assist junior members of the team in best practice
• To undertake ad hoc duties as directed and agreed with the Head of FP&A
• Professional Accountancy Qualification (ACCA / CIMA preferred)
• Proven experience of working in a commercial or Analytical environment supporting and influencing all levels of an organization
• Ability to work both independently and in a group setting with little direction
• Experience developing financial / business models
• Advanced Excel Skills required
• Highly IT literate
• Good time management, ability to meet tight deadlines and to work under pressure
• Excellent verbal and written communication, experience presenting to management
• Flexibility to work as required at busy times
• Build and maintain strong professional relationships with the Project Management teams, Sales and Marketing, Internal Comms, and Back Office Processing teams to understand cost drivers and work together to influence financial performance
• Business Partner with client finance teams – discussing billing and improvements to transactional processes
• Ownership and development of monthly recharge model, aligning forecast and co-ordinating month end true-up postings and variance analysis
• Productivity reporting for Projects, and reviewing time recording (TRS) reports
• Provide financial leadership and decision support to the Senior Finance Business Partner and both the Programme Executive and wider Programme team
• Ensure quality in-year forecasts, budgets and medium-term forecasts are produced and ensure they are communicated, understood and accepted by all relevant stakeholders to ensure optimal performance and achievement of business targets and strategy
• Take an active role in periodic management reporting, ensuring accuracy of data generating high quality analysis and reporting. Support statutory reporting and interfacing with external auditors as necessary
• Support Business Reviews within the Programme team to drive financial delivery of commitments
• Support decision making, financial analysis and modelling for key operational, commercial and sourcing activities
• Constructively challenge, influence and coach business leaders on business performance, acting as both "sounding board" and "sparring partner"
• Continuously look to improve function and business processes, to find opportunities to save cost and reduce waste
• Qualified degree Diplom/MBA (or hold an equivalent professional qualification (e.g. CIMA, CPA, ACCA, ACA)
• Excellent communications skills (fluent in English) and ability to develop and manage stakeholder relationships across multiple functions. Have the ability to work in a matrix organisation
• Proactive, accountable, hands on and able to work on own initiative
• Strong analytical and problem solving skills, systematic and good at improving processes
• Proven track record of business partnering or working as part of business team or functional team implementing finance plans to deliver business strategies
• Strong IT skills and the ability continue to learn, proficiency in MS Office applications, good knowledge of SAP. Hyperion Financial Management experience is an advantage
• Knowledge of the Civil Aerospace industry and / or project based industrial industry
• Lead budget and forecasting processes, ensuring a rigorous and accurate process with appropriate challenge, understanding and communication of risks and issues
• Development of 3-year financial plans for each of the functions in conjunction with senior business leaders
• Produce and interpret regular financial reports and ad-hoc analysis with focus on key performance metrics, ensuring that decisions are made based on actionable insight
• Identify and embed the use of common key performance metrics, and leverage analytics to provide insight that drives action. Ensure key decision-makers are using the metrics to operate more effectively by focussing on key business drivers
• Partner closely with the wider Finance team, including centralised teams Accounting Services, Reporting & Analysis, and the Global Transaction teams
• Support, review and assess business projects, liaising with senior business executives to ensure the plans are commercially strong and financially viable. Ensure ongoing support and tracking of projects, including providing effective challenge on deliverables & milestones
• Support an effective control environment and safeguard the company’s assets
• Degree-level qualification (subject area is less important than level of rigour)
• Accountancy qualification (CPA / ACA / ACCA / CIMA)
• Focus on accounting, preparation and review of monthly financials, review of control accounts and balance sheet
• Preparation and delivery of reporting to business managers
• To be the guardian of the business performance of the company via working with the Management in an integral manner and with a cross functional business view
• Influence the company strategy and priority setting, transforming the organization into being intrinsically profit contribution minded via facilitating them with systems, insights and supportive (finance) processes guiding the performance management processes of all production and service units
• Ensure an efficient Finance and Controlling function as Finance Business Partner of the local organization to be pro-active and customer centric
• Guarantee high quality in monthly closing and reporting aspects together with local Finance team and the Financial Shared Service Center Germany
• Broad educational background in Business Administration (e.g. Bachelor or higher) ideally with specialization in the field of finance and/or controlling
• Minimum of 5 years professional experience in Finance
• Proven record of achieving productivity, adaptability and willingness to learn new things and getting things done. Thereby can create sense of urgency and energizes others
• Has a strong customer orientation and proven exposure to business, preferably closely to pharmaceutical production (manufacturing and packaging) and service functions related tasks
• Understanding the business and defining what needs to be done and is creative and supports actively. Entrepreneurial thinking: sees the big picture fast and anticipates
• Acts as change agent inside the organization by constructively challenging the status quo and leading the change process
• Has excellent communication skills, is team-oriented, structured and seeks to be understood
• SAP R/3, BI and Microsoft Office is a must as well as very good English and German language
• Financial Planning including Budgeting (Annual) and forecasting (monthly) resulting in accurate numbers
• Challenge unjustified spend and unrealistic forecast by understanding Business needs
• Provide financial support and guidance in project business cases and total cost of ownership (TCO) evaluations
• Drive and support transformation activities across the finance processes and projects
• Month end activities and reporting – Financial Controlling, monitoring IT Transactions (until Finance Transformation is complete and all transactional activities are offshored to India)
• Collect, understand and document relevant Business reasons to explain variances to budget and forecast for the projects
• To lead, develop, implement, and review finance process across supported business units
• Business partner for a specific business unit(s), providing financial support and guidance to business unit directors/managers
• To own the monthly accounting process, together with on-going forecasting and the annual business planning process for the business unit
• To lead, develop, implement, review, monitor and analyse initiatives to improve the profitability of the business unit
• To develop, implement, review, monitor and analyse initiatives to manage and mitigate business unit risks
• To lead the month end financial process for the business unit, providing insightful commentary on key monthly variances for the results and presentations where appropriate
• Produce monthly business unit financial reports and other ad-hoc reports
• To contribute on the development of any financial models to evaluate the financial case for any proposed changes or commercial developments (in addition to business performance and continual improvements)
• AAT qualified or part ACCA / CIMA qualified with good management accounting experience
• Excellent written & verbal communication skills, able to effectively negotiate & liaise at all levels with finance & non-finance personnel
• Provide finance and business stakeholder support for the areas within the Tech CTO and CIO cost base
• Apply accounting knowledge to monthly and quarterly accounting processes and report consolidated financial information to CFO team, BP&A and IS business
• Provide business support to stakeholders and business partners within the CTO and CIO areas of Technology
• Provide review and analysis of overall CTO/CIO cost base on a monthly basis including consolidated view of areas with exec commentary
• Coordinate review of risk & opps & run rates for overall cost base
• Production of monthly exec review pack for presentation at leadership team meetings
• Central coordination point for hierarchy of respective cost base and ensure it aligns to changing business structural requirements including SRP/Servco
• Produce MI required to support BP&A requests including outlook and other ad hoc requests
• Provide data sets for forecasting and budgeting using both functional/managed and consumed view of cost base
• Review reconciliation of monthly ledger view to CAP including resolution of variances
• Provide support to other areas of wider CIO function as required
• An individual with strong finance experience and analytical skills –with the drive to deliver results on both planned and unplanned deliverables
• Recognised Accountancy qualification (ACCA/ACA/CIMA) or relevant experience
• In depth experience and understanding of finance processes / controls for both functional cost reporting and consumed costs
• Excellent Excel, PowerPoint/Thinkcell, SAP skills – proven ability to develop and deliver presentations that having structure and depth is critical
• Ability to interpret financial analysis and make cost effective recommendations and challenges
• Ability to work efficiently and collaboratively in order to ensure the timely resolution of issues
• Strong communication skills to ensure effective liaison with peers and senior stakeholders
• Strong organisational and planning abilities, to ensure that diverse tasks are managed & delivered to agreed timescales and standards
• Ability to drive forward initiatives in order to maintain a more robust control process
• Proven ability to challenge decision making
• 1)Performance Management
• Ensure Operating system for performance management is active in the assigned LOC execution team
• Responsible for effective KPI deployment within assigned execution team/teams
• Partner with the execution team/teams to ensure Wildly Important Goals (WIGs) are known and pursued
• The FBP must have use a strong understanding of the cost drivers with the LOC operations and takes ownership of cost development in assigned clusters or Feedering (as applicable)
• While the GSC will be responsible for signing off the monthly financial figures to the LOC Finance and CENFIN. The GSC will report “WHAT happened”. The FBP will subsequently analyse the cost developments & cost drivers and explain “WHY” it happened
• The FBP participates in the NOPS sign-off calls with the GSC
• The FBP engages with Cluster ops/fin to stay updated on business developments that impact cost developments and challenges cost escalations
• The FBP conveys business intel to the GSC cost controllers through participating in weekly ATR engagements
• The FBP will as needed build relevant cost models to forecast and better predict cost developments in the assigned cluster with the aim of mitigating unfavourable developments
• The FBP must challenge business case or decision base assumptions and ensure that a benefit realisation check is in place for all major business cases
• The LOC Finance Business Partner must ensure that standard cost is reflecting the expected operational cost within their areas of responsibility
• The LOC FBP is responsible for coordinating all cost saving programmes for assigned cluster (SMARTOPS, GamePlan etc) and drives the follow up on these and ensure benefit realisation in the monthly report
• The FBP would contribute and help deliver on Joint cost saving plans with assigned cluster
• Must develop/co-create or implement tools (e.g. SPOT, contingency log and thresholds) to ensure assigned operational teams constantly take the optimum decisions
• The LOC FBP must assist the LOC CFO in working closely together with the Regional Finance team, driving cost recovery/reduction and ensure close alignment between the regional/country cluster and the LOC
• Actively participate in the LOC finance community to learn & share best practices as needed
• Have a working knowledge of SAP
• Results oriented, drives issues to closure
• Ability to work both independently, as well as and as part of a cross-departmental team where innovative solutions are required
• Finance representative for Australia Production Unit (APU)
• Interaction with internal corporate teams ensuring that reporting requirement are met (including 5 year plan and 2 year budget requirements)
• Variance analysis of cost and capital performance vs. targets
• Provide reporting and advice on appropriate joint venture accounting for field operations and design cost structures accordingly
• Provide Finance Business Partner support for APU including
• CPA / CA qualified or demonstrated equivalent competence
• A minimum of 5 years post graduate experience
• Experience in management accounting and related processes and systems
• Experience in financial performance and financial process management
• Exposure to broad accounting experiences such as management, financial, and systems accounting
• Experience, qualifications or knowledge of the oil and gas industry is not required but will be highly regarded
• Operate as a Business Partner to the Leadership Team of the Business Area
• Act as primary financial focal point for these area of the business providing the management team within that area with full financial support and information to enable timely and accurate decision making
• Provide financial support to the management of a number of key contracts, including owning the Estimate at Completion process for each contract
• Manage the monthly forecasting process for the business area

Territory Finance Business Partner Resume Examples & Samples

• Improves and drives (controls, analyses, reports) accurate and timely monthly management information processes across the territory, delivered and helped by EFO (European Finance Centre) team in Budapest, Hungary
• Coordinates and leads key planning activities for the territory, from Weekly sales forecast to Budget and Strategic Plan, delivered and helped by EFO team
• Prepares accurate and insightful monthly territory MBR (management business reviews) pack and other key management information
• Acts as a right hand person to the Territory Finance BP lead on a daily basis as well as supports in various projects and initiatives (business cases, efficiency initiatives, etc)
• Has ability to act as a back up for anyone in the 3 commercial units and HQ teams
• Centre of expertise for Commercial unit Finance BP’s and business for management reporting and finance processes
• Supports territory management decision making with insightful analysis in commercial area (sales, pricing, commercial terms)
• Be owner of commercial terms policy documents and work with CU BP to try and align / standardise ways of working and encourage best practise across territory
• Monitors and provides summary of corporate functions (legal, HR, finance, R&D etc) costs for territory (around $20m)
• Degree in Finance and/or ACCA/CIMA/similar qualification
• Good understanding of SAP, EDWH
• Excellent in Excel and PowerPoint
• Combination of both accounting/auditing and business partnering experience
• Experience working in matrix organisation
• Pro-active and independent
• Inquisitive and tenacious – looking for alternative ways to do / view / display things
• Accountable
• Self-Motivated
• Ability to influence stakeholders
• Assist in the production of the Medium term Plan and associated Cash Budgets as required
• Ensure delivery of all contractual obligations
• Ensure delivery to budget
• Ensure contractual and legislative compliance
• To deliver objectives in line with One HR
• Qualified or with extensive years relevant experience supporting FM contracts
• Being open to innovation and new ways of working and can do attitude
• Uptake and downfalls: Ensure full visibility for the cluster through global UTM reports and conduct needed analysis on uptake curves and downfall ratio developments, in order to flag gaps for TNM to act on for agile decision making. Use this for Cluster forecast of RoFo performance over coming 2-6 weeks, until central reporting on such is available
• Customer Performance: Analyse historical customer performance (in total and against MQC) down to NAC level, in order to identify shortfalls and customers who have seized shipping
• Business Cases: Ensure that complete business cases are in place for significant changes such as feeder deployment, port coverage, new inland offerings, changes in tariff structures etc. with the responsible parties (mostly LOC) and that robust benefit tracking is in place
• Demurrage and Detention: Support the Product and Charge focal by ensuring full transparency on D/D performance and underlying drivers, recommend actions to drive improvements and quantify impact of those actions. Recommend tariff levels to optimize revenue and ensure majority of customers are handled on standard terms
• Surcharges and VIP: Support the Product and Charge focal to analyse and review performance and identify areas of under/over delivery including taking an active role in deriving plans to mitigate if required
• Performance management: of agreed upon actions to ensure that each action can be measured on a concrete outcome
• MLOS: Responsible for providing required data and analytics for weekly/monthly flow of MLOS including OPRs. Communicate performance throughout the organization using standard Tiger and global Reports to ensure everyone has the same understanding of Sales performance. Standardize the reporting landscape, establishing and maintaining the standard reporting requirements on a weekly, monthly and quarterly basis
• Boxi/FBR super user: Provide training and review standard report requirements/enhancements with Region and CEN. Applications TBD
• Prepare, review and distribute monthly financial reports and executive summaries
• Track financial status of functional performance by monitoring variances from plan and rolling forecasts. Identify root cause of variances and make recommendations to mitigate gap
• Provide financial oversight, advise and rank investment decisions
• Follow, report and advise on project financial performance against plan, identify and advise on mitigation strategies
• Ensure alignment of projects fixed and variable costs to multi-year budget and forecasts
• Be the main point of contact for the Finance Department’s interface with the Engineering Department’s critical vendors regarding projects’ funding and financial matters
• Support the CFO in the developing of relevant business analytics and reporting to support the Thales e-Security WW R&D roadmap
• Support and assist in the establishment of a robust R&D projects fiscal responsibility framework consistent with Thales controls, policies and procedures
• Track headcount and open position trends and changes
• Implement and carry out appropriate governance controls
• Identify and manage the performance of internal metrics and KPI’s
• Maintain functions accruals, prepayments and other relevant adjustments
• Identify cost efficiencies and synergies
• Prepare the multi-year and annual budget & monthly reforecast process
• Prepare benchmark and other macro analysis
• Co-ordinate budget and forecast for the US legal entity by working closely with the other functional business partners
• Maintain US legal entities forecast and budget reports
• A minimum of 8 (eight) years’ experience reporting, consolidation and financial analysis
• Minimum of 5 (five) years’ experience with project methodology, governance, and management
• Thorough knowledge of tracking cost and resource utilization with analysis of impact budget, cost, and scheduled deadlines
• Experience in analysing quantitative and historical information and presenting data for decision support
• Experience with systems and process re-engineering
• Advance knowledge of Microsoft Office
• Strong knowledge of Excel and experience working with financial models
• Demonstrated abilities in Forecasting, Accounting, Financial Planning and Analysis, and Budgeting
• Strong mathematical aptitude
• Strong initiative
• Ability to complete multiple tasks and high volume of work to deadline
• Ability to prioritize and follow through on assigned tasks
• Capable of working in a matrix environment
• Problem analysis and problem resolution at both a strategic and functional levels
• Effective communications, and presentation skills, both internally and externally
• Bachelor’s degree in Accounting or Finance required. MBA or advanced degree preferred
• Experience with Oracle financial systems (HFM), iScala
• Ability to work and partner with virtual and remote teams
• Advance English oral and writing. Portuguese is a plus
• Collate and report on the Non-Recurring Costs, Cost to Complete and Earned Value
• Produce operational KPI’s to include: Sales, Product Line Profit, inventory and scrap
• Ensure correct cost allocations of material and labour
• Produce month-end financials for the Programmes; including casual analysis
• Promote Financial awareness and provide financial guidance to Programme and Operational Managers, as well as their team
• Support production of monthly forecast and annual budgets
• Experience of working within a fast paced manufacturing environment
• Knowledge of working with an integrated ERP system
• Good knowledge of Cost accounting rules and conventions
• A strong Commercial understanding
• Process Development skills
• Superb communication skills, with the ability to successfully liaise with colleagues throughout all levels of the business
• Preferably educated to Degree level
• Ideally qualified/part qualified with a recognised accounting body; CIMA desired
• Provide Financial support to multiple franchises within Puerto Rico with direct contact to the Country Lead
• Opex execution and administration related to those franchises and country
• Capex control over execution, administration and return
• Validation and approval of Financial Models for the franchises and those countries driven
• Act on price variations and identify sources of growth and opportunities
• Analyze and recommend financial proposals involving capital investments, pricing and profitability for all the franchises within the country
• Lead and support Business Plan, Stretch Goal and Other Updates (MU, JU, and NU) process for the country
• Close relationship with Country Lead as part of an advisor and finance leader role
• Responsible for leading monthly and quarterly performance reviews for the country and its franchises; ensure action plans are taken and implemented to fulfill financial commitments of the country
• Lead and implement automated tools to minimize workload and time for financial reports
• Ensure SOX Compliance for the market
• Bachelor’ degree in Accounting or Finance is required. Master’s degree in Accounting or Finance will be preferred
• At least six (6) years of strong experience in financial planning and business experience (forecast, financial analysis, reports, and variance analysis) is required
• Advanced computer skills and use of software application(s) including MS Office are required; experience in Excel and Power Point in an intermediate level is required; SAP, JD Edwards, Hyperion, and/or Essbase will be highly preferred
• Demonstrated strong leadership skills, ability to recommend and implement process improvements and excellent analytical and business partnering skills
• Fully Bilingual (English & Spanish, oral and written) is required
• This position requires up to ten percent (10%) of domestic and international travel.4790170403
• Proven experience in Finance related roles with statutory and regulatory accounting, accounting operations or FP&A experience preferably within banking or financial services environment
• Experience in modelling tools for reporting/budgeting and basic understanding financial systems and processes
• Understanding of business drivers and more micro-detailed understanding of product set
• Good understanding of financial results and business/market trends demonstrating business knowledge and acumen
• Excellent stakeholder management, communication and influencing skills
• Strong analytical skills and critical thinking, and knowledge of analytics
• Tertiary qualifications in in Business or Accounting
• Good understanding of ANZ systems, including Hyperion Financial Management and PeopleSoft General Ledger (desired)
• Support in reviewing and updating portfolio strategy in alignment with portfolio and T&L priorities
• Supporting business partner to Portfolio Managers and entity MDs/CFOs
• Ensure that the cost saving initiatives are accurately measured and work with terminals for further cost improvements
• Drive standardization and best practice sharing within Portfolio and across APMT
• Perform monthly controlling and analysis of our entities performance
• Fluent command of written and spoken English
• Ability to handle the pressures arising from having to meet deadlines and targets
• An analytical mindset and a self-starter attitude, being able to see opportunities and invite yourself to the table
• Good communication and stakeholder management skills, being able to work with both management and employees in a global organisation
• Experience with HFM / IFS is a plus
• Experience with the oil exploration industry is a distinct advantage
• Interacting through cross-functional relationships within the organization, and facilitating communication between the functions within finance to ensure accurate and predictive financial information is communicated throughout the organization
• Using knowledge of key business unit operating metrics/drivers to measure performance
• Ensuring forecast accuracy and monitoring countermeasures
• Assisting in the development of annual operating plans, long-range plans and capital planning processes
• Participating in forecasts, monthly/quarterly business reporting, variance analysis, and month-end close activities for the supported organizations
• Fostering communication and knowledge between finance and other areas of the business, and serving as an advocate for all organizations
• Enhancing the awareness and understanding of operating performance information, financial scenario planning, and the impact of management's decisions on these financial results
• Performing special projects and ad-hoc financial reporting as required
• Lead the preparation of forecasts and the annual plan for the RCS APAC Segment
• Present results and other important communications to the RCS APAC Leadership Team
• Create and communicate forward looking analysis to determine risk and opportunities to the revenue forecast
• Lead the monthly RCS APAC Division Level Forecast calls and provide commentary
• Provide recommendations to RCS APAC Leadership to assist in improving financial efficiency and results
• Fully qualified accountant (ACA, ACCA, CIMA, ICAEW or ICAS)
• Excellent analytical and IT skills, advanced Excel user
• Ability to take complex financial and performance information and translate for non-finance audiences
• Demonstrable experience gained in a fast-paced commercial environment, in a Business Partner or equivalent role
• Working with the Amplifi Global team providing financial insight to enable informed decision making through understanding and communicating key drivers of profitability on current operations and proposed initiatives
• Supporting the Financial Controller and working with the Operational Finance team to deliver the month end process with involvement in both revenue and costs and input into judgemental accounting
• Oversee delivery of high quality monthly management accounts and reporting, providing interpretation of financial analysis to enable business areas to make key decisions and achieve targets
• Identification of actions to drive financial opportunities and mitigate risks
• Work with business leaders to financially model scenarios to understand short, medium and long-term resource requirements and impact on profit
• Construction and presentation of forecasts and budgets by category of spend and team for current and future years
• Working with the Amplifi local market and regional finance teams to ensure accurate accounting and reporting of both global and local Amplifi revenue streams and contracts
• Commercial management of key contracts ensuring adherence to terms, compliance on key financial clauses and input into the negotiation of new contract spend
• Provide financial input into business cases and investment proposals for business initiatives
• Development of equitable recharging models and subsequent recharge allocations
• Identify and drive operational improvement through analysis of financial plans, management information and performance
• Assistance with audits (client, internal and external) and annual pay review processes working with HR
• Provide a wide range of on-going and ad-hoc financial support including input on commercial, financial, client, legal and other issues
• Qualified accountant (ACMA, ACA, CPA, CA) with 3+ years’ experience
• Commerce / business partnering experience required
• Financial analysis & planning experience required
• Strong relationship and stakeholder management skills, an ability to influence
• Organised, able to prioritise and meet tight deadlines with a strong ability to self-manage
• Drives financial performance of UK Domestic sector
• Develops and influences financial and business unit strategy of UK Domestic sector (UKD)
• Co-ordinates the budgetary and financial reporting activities for UKD to meet needs of all stakeholders e.g. UKD Sector Management, Leadership team, and GS Finance Centre
• Indirect management and direction setting for offshore Decision Support team
• Qualified accountant with in depth knowledge of BT finance systems and processes
• Joint and delegated financial responsibility for part of UKD financials £1.0BN revenue £328m EBITDA and FCF
• Expected to contribute to UKD financial improvement plans – winning new business and cost transformation
• Expected to take DoA from Head of Finance at appropriate times
• Sufficient knowledge of industry and BT to make a significant, positive impact on the performance of the business. Significant knowledge of BT wide financial process and specific financial systems to manage timelines, system issues and requirements. Streamline and optimise financial process to deliver efficiencies with the business
• Proactively support shaping, development and achievement of UKD strategy contributing to turnaround of business fortunes
• Drives financial performance in revenue, costs and cash and gives financial guidance to senior leadership teams and guides more junior roles
• Indirectly manages the offshore finance team supporting UKD guiding and coaching them to deliver continually improving performance and impact upon the business. Co-ordinates the consolidation and adds insight and interpretation to the financial performance and forecast data that the offshore team provide
• Acts as an agent for change within UKD as the business transforms and transitions itself
• Delivers innovation around our approach to winning new business with a measurable result of increased sales
• Manages transformation complexity with ownership for delivery of key UKD specific organisation-wide finance programmes
• Sets agendas, identifies opportunities and drives best practice and provides insight on finance work area(s) or specialism *Ownership and delivery of planning, facilitation and completion of CFO/FD sponsored finance programmes (or sponsors/guides substantial components of smaller scale programmes)
• Responsible for full financials of UKD sector
• May deal with complexity of multiple reporting systems & methods (e.g. UK & global)
• Personally accountable for financial performance of specific area of UKD P&L
• Significant Telecoms experience
• Experience of working in an international environment/Team, in a matrix organisation
• Proficient with Oracle and Hyperion
• Experience of improving Financial processes
• Experienced in commercial Finance as well as Financial reports and analysis (e.g. P&L, monthly and quarterly outlooks)
• Budgeting, forecasting & strategic planning
• Profit management
• Monthly business performance commentary including interpreting, explaining and driving performance within the business
• Create variance report on a monthly basis of the information out of the BCM system
• Analyse and explain to plant managers any factors that are driving the cost variances
• Management of key business provisions and accruals
• Investment appraisal & decision management
• Support in M&A activities & business integration
• Providing competitor and economic context for the business
• Providing ad-hoc analysis and insights on specific issues
• Point of contact between divisional businesses and SSC
• Management of product costing system)
• Controls and policies
• New customer & supplier approval including credit terms
• Inventory & work in progress control
• Fixed asset control
• Support statutory accounting & audit processes
• Support in monitoring SSC performance and governance
• Travelling up to 30%
• Compliance of the quality management system within the function
• At least Bachelor degree, with focus on Controlling
• Ideally several years’ experience with one of the big four auditing companies
• Experience as accountant
• High willingness to travel - in particular to North America
• Good knowledge in MS office tools
• Analyse and explain Energy Business performance
• Strong collaboration with the businesses to understand the financial performance
• Drive the Business profitability by challenging Business teams
• Defining financial projections for the periods to come
• Exposure to top management as well as understanding of the Group (Strategic priorities , organization, business, Key financial processes…) will facilitate your next step in the organization
• Recently Qualified Accountant or equivalent qualifications
• Excellent Analytical Knowledge
• Commercial Experience and awareness
• Advance Excel (pivot tables, lookups) and data warehouse skills
• Outgoing personality to communicate, present effectively and diplomatically with senior management
• Proactive attitude, willing to take ownership of problems and resolve them to a satisfactory conclusion within pre-determined timeframes. The ability to ask the “right” (problem/solution focused) question and be prepared to challenge senior managers’ assumptions/current status quo
• Significant experience & success in a Finance leadership role. Experience and success in people leadership, change and process improvement management
• System design and implementation experience in a global context
• Proven organizational and influencing skills
• Enhance a positive and supportive team attitude
• Excellent change and continuous improvement skills
• Thrive on working in a cohesive team with roles that can be interchange within the team
• We seek out and reward people for being straightforward, open, passionate, effective and challenging the status quo. We want our employees to reflect the diversity of the communities in which we operate. We welcome people as they are, creating an inclusive culture where all forms of diversity are seen as a real value for the company. We’re looking for people with a passion for success — on the job and beyond. See what our people have to say about working for Schneider Electric: https://youtu.be/6D2Av1uUrzY
• Previous experience of budgeting, forecasting as well as strategic or scenario planning
• Extensive experience of financial performance reporting, analysis and management
• Excellent stakeholder management and communication skills
• An expert in excel modelling
• A professional accounting qualification is a must for this role
• Working closely with Regional teams to ensure accurate and timely Reporting, Planning & Forecasting
• Financial analysis, supported by the Management Information team, to drive performance insight
• Working alongside Global Business Services (GBS), ensure that the business is provided with accurate and timely performance reporting
• Relevant post qualification business, accounting, Management Information, Planning, Finance and Investment Analysis experience
• Previous experience business partnering a supply chain function
• Experience in balancing financial and business needs to deliver business performance
• A strong performance bias and proactive outlook
• Good business awareness and an understanding of what business partners seek from Finance
• Strong and proactive communication skills are imperative to be able to discuss performance and challenges with senior management
• Experience at leading Finance teams, supporting business reporting and building relationships within BP
• Strong articulation and presentation skills
• Ability to work with ambiguity
• Graduate level (major in Accounting)
• Preferably CPA or CA
• Minimum 5 years in a finance field
• Previous experience in Financial/Planning Management role
• Experience with ABBVIE would be a definite asset
• Advanced level spreadsheet experience
• Multi-national exposure
• Graduate / post graduate with 5+ years of experience with proven skills on finance function, multi stakeholder management and global stakeholder interaction
• Must have SAP experience
• Advanced excel needed
• Drive revenue, volume management for a Sales area
• Analyse, review and drive performance on key metrics such as Quality Calls and Joint Sales Calls
• Identify market risk and opportunities using benchmarking of internal and external data; establish relevant actions with business to mititgate risks or materialize opportunities
• Ensure visbility on trade and customer profitability to sales and thereby help driving the mind-set in the organiation to target most profitable cargo
• Understand sales related processes including cross-functional touch points to act as an advisor who can point out challenges and recommendations beyond performance mgnt
• Provide understanding of trade strategy and drive relevant execution of sales activities
• Support Sales leaders to deliver on cluster strategy by proactive involvement in projects driving scoping, baseline and target setting
• Sales Incentive Program (SIP) Target setting, performance calculation and continuous performance updates to Sales Executives. Analyse the outcome for patterns behind high/low performance and use this to increase sales effectiveness
• Work closely with the Sales leader to ensure MLOS leads to effective performance reviews and improvement actions. Thereby decide together with leader the focus of the weekly MLOS discussion and focus
• Work with Regional Finance Leads and Senior Director of Finance to drive an analytical approach in setting the Strategy and Planning discussion with the CSM leadership, adding value with business knowledge and an independent opinion from the angle of financial stewardship
• Provide accurate financial analysis to facilitate decision making and future business strategies
• Ensure that global business Policies, Processes and Practices are followed
• Work with Regional Finance Leads to drives the annual budget process alongside Sales Management, providing guidance on appropriate levels of growth in terms of financials
• Works closely with GFIC (Global Finance Information Center) in India to provide timely report and analysis to Management to help business achieve top line and bottom line growth
• Work with Regional Finance Leads to Supply constant and real-time financial information to business partners on revenue streams, operating expenses, headcount and key business drivers
• Drives Compensation planning process for the Sales org, including GTM discussions, annual quota reviews, and bonus pool structure design
• Guides the Greater Business Partner Support team in providing close, reporting, ad hoc analysis support to Finance Business Partners
• Liaise between Business and other internal groups (e.g. Rev Rec, Deal Management, Legal, Credit and Collection, Source to Settle, Tax, HR) to provide guidance and interpretation of Oracle policies
• Participate in Compliance reviews and Risk assessment
• Degree holder
• 12 years’ experience in business operations or finance
• Relevant experience in enterprise software or hardware industry. Knowledge of industry and ability to articulate industry patterns and trends is a plus
• Help the Business Unit Leaders to understand their financial performance, trends and the relevant underlying drivers to support business growth and increased profitability objectives
• Newly or recently qualified (ACA, ACCA or CIMA) preferable
• Strong analytical and report-writing skills
• Strong business development acumen
• An ability to work effectively under pressure
• Personal Attributes
• Well-developed communication skills
• Ventures is a £370m+ unit established a year ago to allow for the innovative and transformational growth of its individual business areas, including Voice Services
• Voice Services is a business area within Ventures. We are the sole UK provider for all 999 emergency service calls, operating from 6 UK based call centres with over 600 agents. We are also the dominant provider for Directory Enquiries (DQ), Next Generation Text (a service for the hard of hearing) and other small services such as Operator Assistance. We operate 24 hours per day, 365 days per year and handle 39 million calls annually generating over £30m of revenue
• Our strategy has recently changed and we are now actively seeking opportunities with 3rd party customers to manage their call activity. A major new contract is expected to be signed imminently, and a further pipeline of deals is being actively managed
• Full end to end responsibility for the Voice Services P&L : month end reporting, budgeting, and commercial business cases. Annual revenue is £35m and EBITDA £25m. (Note responsibility for people cost is managed centrally within the team)
• Oversee the month end process for Voice Services ensuring accurate reporting of results and providing business insight and commentary for the Ventures Finance and Commercial teams
• Own the budgeting and outlook processes for Voice Services, setting robust targets and ensuring forecasting accuracy
• Proactively manage and prioritise all budget risks and opportunities, ensuring impacts quantified and plans implemented. Take responsibility for driving the overall performance of the P&L
• Provide financial and commercial advice on any pricing, proposition or product launch or change, through building clear business cases which model different scenarios (including call volumes, pricing options and service credits)
• Ensure senior management and stakeholders are made aware of key issues or updates on a timely basis
• Conduct adhoc analysis as required, and present findings and recommendations to the Ventures Leadership Team (management of finance and non-finance stakeholders)
• Degree level and a fully qualified accountant (eg CIMA, ACCA or ACA
• Should be a trusted and credible business partner
• Proactive in identifying issues and opportunities and driving change through the business to deliver
• Challenge thinking, ideas, performance and activities
• Hyperion system access preferable
• To report to and support the Financial Controller by providing analysis and insight to the business, ensuring key commercial information is communicated effectively in order to aid understanding and support decision making
• To be the dedicated Business Partner for a Business Unit within the Local Pubs division, supporting the Business Unit Director (BUD) and a team of Business Development Managers (BDM)
• To proactively interpret the financial performance of your Business Unit and work alongside the Operations team (BUDs and BDMs) to maximise the profitability of the Locals business
• To assist the Financial Controller in ensuring that all business decisions have financial integrity and investigate associated risks and opportunities
• To be accountable for the reported financial performance of your Business Unit, ensuring accuracy and robustness of the accounts alongside the communication of this to the Operations team
• To play a key role in the annual planning and budgeting process, requiring effective communication and engagement with various teams across the business
• CIMA / ACCA / ACA qualification desirable
• Strong spreadsheet and modelling skills
• Experience of providing financial support and challenge within Operations and Commercial functions
• Sound commercial acumen – being cost aware and seizing commercial opportunities – understanding the business requirements and challenges it faces
• Excellent analytical skills to assimilate, understand and provide insight on key pieces of financial information
• Confident in decision making and ability to deliver key financial and commercial messages successfully
• The ability to work under pressure and meet deadlines
• Well organised, with strong attention to detail
• Clear communicator, both written and in person
• Business partnering with the Regional Directors and their teams to help improve business performance and optimise costs
• Working with Procurement to ensure best value propositions are made available for the business to operate frugally in line with the Amazon management principles
• Partnering with operational teams to influence financial and operational productivity and mitigate risks
• Industry experience in e-commerce, distribution, retail, or any other state of the art Supply Chain/Logistics industrial company
• Demonstrated experience of successfully driving complex, milestone driven projects and carrying out changes across multi-country entities
• Ability to think both analytically and strategically – to go beyond the numbers and to think logically about underlying business issues
• Strong PC modeling skills including advanced proficiency in MS Excel advanced proficiency in MS Excel
• Manage the relationships and information requirements with key stakeholders in the trading and food teams ensuring accuracy, consistency and insight rich outputs from all required reports
• Undertake pro-active reviews of opportunities or risks found within trends identified through routine or bespoke reporting & development of MI
• Support performance improvements through leading business partnering engagement activities to drive focus on insights and hypotheses derived from data analysis
• Own the Retail PPM relationship with the ‘Category buying’, ‘Pricebook management’, Trading Space planning & ‘Food Service’ teams through attendance to business meetings, presenting findings and working together with stakeholders to drive improved awareness, margin management, opportunity identification whilst pro-actively challenging biases, and views with alternative perspectives
• Facilitate the CBM Dry goods review – preparing pre-reads and managing the Vulnerabilities and opportunities list
• Owning the submission of monthly forecasts of GM
• Owning the weekly estimate process to forecast, comment and communicate Shop GM
• Lead the delivery and development of any Simply Food regular or bespoke analysis through to Gross Profit in including reports required to M&S
• To undertake the necessary work to ensure accurate rebate/ credits are accrued and actuals tracked
• Lead the delivery and development of a Wild Bean Café regular or bespoke analysis through to Net Profit
• Actively seek out, attain and report on external market insights that enable powerful comparator lenses to interpret performance as well as monitoring commodity impact to trading margins
• Responsible for representing and providing insight on sales & margin performance by category, sub-category, BMC, SKU detail at relevant levels of dissemination and format
• Provide in-store promotional analysis and recommendations associated to promotional mechanics when considering impact of gross profit, supplier income and assumed volume elasticities
• Act as cover for the Retail PPM Manager & Retail and Performance Analyst - Retail
• Strong analytical skills with experience in developing and running advanced SAP queries, Excel spread sheets (including bridging/ comparative analysis)
• Proven experience of being able to provide detailed analysis, undertake data manipulation, and information representation to drive business awareness and decision making
• Proven capability to drive change and influence key internal stakeholders through effective presentation skills
• Ability to create insights from data analysis and challenge the status quo
• Strong influencing, networking and relationship building skills to work effectively with a wide range of stakeholders both within Finance and across the business
• Excellent team worker with knowledge sharing bias
• Experience of working within a Retail finance environment and usage of retail metrics to deliver commercial value
• Must be self-starter, pro-active, and calm under pressure to deliver series of value adding reports that delve through detail to provide insights and supply decision influencing commentary on key headlines
• Can demonstrate commercial acumen, backed up with significant work experience
• Developing business cases for Global innovations
• Assisting the Global Finance Manager in key innovation projects with financial analysis and strategic presentations
• Build strategic plans with the marketing team, making recommendations on how to improve profitability and growth
• Assist the marketing team with budget planning: drive behaviours and ensure accuracy of planned spend
• Monitoring Brand business performance and providing critical information and support to the global brands team
• Run monthly (or as required) meetings with key business stakeholders (IT Tower Owners)
• Ensure Towers are forecast correctly and that correct IFRS/Burberry accounting guidelines are followed – particularly in relation to capex/opex categorisation and timing of cost recognition
• Administrative activities to ensure the smooth day to day running of project financials
• Preparing periodic forecasts, variance analysis and commentaries to support senior executives
• Provide reporting and support as required for non IT stakeholders across business including Group Finance, Tax, Commercial Procurement and Shared Services
• Provide various ad hoc IT financials as and when required by the IT Tower Owners and senior executives
• Handle the month end process by processing proper accruals and reclasses to ensure proper accounting treatment for all IT M&E expenses
• Preparing the forecast for GCTO for all N3’s for the X-Level IT M&E. Holds pre forecast reviews for the N3 FM’s and ensures they are fully comfortable with the forecast and details behind it
• Approves all requisitions for IT M&E
• Produces monthly IT M&E PO trend file for all N3’s to use to support their clients
• Supporting the overall yearly budgeting / start plan process for IT M&E across all N3’s in GCTO
• Assists in supporting FM’s with business case analysis and savings analysis from major CTO (Provider) and Non CTO (Supplier) driven projections
• Assists in managing all monthly tasks that FM’s are responsible for in performing these for the N3 FM’s for GCTO: Aged accruals, balance sheet sign-off, budget transfers, reclases, and ad hoc initiatives like ServiceCO and structural changes
• You have 4+ years of work experience with emphasis in finance, budgeting and forecasting
• You demonstrate willingness to learn and obtain new knowledge and experience
• You have excellent oral and written communication skills, excellent English language proficiency
• You present exceptional interpersonal and client management skills
• You posses Strong proficiency in Excel (Macros a Plus) and PowerPoint
• You have Bachelor’s degree in accounting or finance (or equivalent)
• Work closely with all stakeholders to ensure best use of limited financial resources, providing the strategic financial insight, intelligence and support needed. Assess situations from a commercial, business or finance perspective; provide appropriate financial advice to support complex business decisions
• Support and advise on the financial aspects of complex commissioning and procurement for a portfolio of services. Play a proactive and authoritative role in all key Directorate and other discussions as required
• Proactively contribute to the delivery of a high performing, customer focused finance service to the delivery unit or commissioning area. Ensure finance is positioned to be proactive and creative, looking for ways to shape and influence directorate decisions and taking joint responsibility for the outcomes achieved as a result
• Support the provision of a well organised, reliable and professional financial reporting and advisory service and anticipate short term and long term business needs for the portfolio of services the post has responsibility for
• To ensure the service is delivered in line with relevant contractual performance indicators and commitments
• Demonstrate how finance makes a real and demonstrable difference to the delivery of the Council’s business and achievement of its priorities
• Provide strategic support and constructive challenge for requirements such as the development of delivery unit or commissioning plans, corporate priorities, service reviews, government and professional consultations, implementation of best practice models and any other such requirements
• CCAB Part Qualified or AAT qualified or experience commensurate with AAT qualification
• Participation in Continuing Professional Development
• Accounting and budgetary experience, sound knowledge of local government finance framework, accounting principles and standards, statutory requirements and relevant codes of practice
• Experience of developing productive, meaningful, trusted and positive stakeholder relationships
• Experience of working on own initiative with limited supervision or direction
• Experience of attending Member committees or other corporate/board meetings
• Extensive knowledge of financial IT systems
• Ability to analyse, interpret, understand and disseminate complex and detailed technical information in a professional and easy to understand way
• Commitment to maintain professional and ethical standards
• Providing strategic financial input and leadership to the Brazilian commercial team to drive business performance and ensure appropriate return on investment
• Leading a rigorous monthly financial review process for the Andean Region
• Identifying and explaining material budget vs actual variances
• Preparing a summary financial package for review with the country Finance Head and the local BU Heads /PM’s
• Participation on the preparation of the annual budget, and long range strategic planning for the Andean Region
• Finance and economy Degree or equivalent (ideally Master)
• Previous FBP, Finance Manager Positions
• JDEdwards, SAP R/3 usage and/or implementation
• Supporting strategic financial planning and delivery of key business initiatives
• Providing financial insight into current and future business performance
• Providing commercial finance support to business decision making processes
• Supporting the delivery of annual financial plans
• Delivering timely and relevant management information
• Working closely with the Senior Programme and Integration Manager as well as other key stakeholders in maintaining accurate financial models relating to the technology integration programme
• Develop monthly reporting tools in order to analyse business performance, including the analysis of financial results versus business case
• Work closely with the CLS CIO and department heads on BAU reporting, analysis and ad hoc tasks as required
• Work with business stakeholders to understand, analyse and track BAU and change management third party spend and ensure correct monthly invoicing
• Take a hands on approach working with the financial accounting team to ensure correct month end results particularly around cost control, accruals and intercompany recharges
• Analysis of financial results during the month end cycle and reporting to Group Finance
• Provide analysis to support business decision making
• Develop and provide timely and targeted management reporting, including relevant KPIs
• Support strategic planning processes and the delivery of operational business and finance projects
• Manage the annual budget/forecast cycles
• Develop and manage effective relationships with regional stakeholders within the Business and within Finance
• Support the business units in effective cost management
• Provide input into key accounting and judgement areas as required
• ACA/ACCA/CIMA qualified with minimum 1-2 years post qualification experience
• High degree of numeracy and strong analytical skills
• Strong interpersonal skills including the ability to influence and interact at different levels of management
• Stakeholder management experience, including defining and managing stakeholder expectations
• Commercially inquisitive
• Ability to prioritise and work well under deadlines
• Experience in providing financial support to business units
• Knowledge of Epicor, Hyperion Financial Management and Hyperion Planning financial systems
• Experience in dealing with technology departments of an organisation and/or awareness of enterprise technology
• Knowledge of the products and services provided by Computershare
• Cost analysis across different functional areas
• Building of presentations for top management decision making
• Preparation of monthly reports, budgets and forecasts on cost centers
• Optimization of complex business processes
• Building of models and models and analytical tools using excel and data warehouse / cubes
• General analysis and business cases
• Advanced use of Excel and PowerPoint
• Follow up on project execution performance
• Approval of offers to customers during the negotiation phase
• Closely following projects exposed to risks
• Estimate the development in the project portfolio
• Monthly reviews and presentations of financial performance of the Application business
• Cost analysis and setting up measures to counter possible overruns
• Development in CAPEX and FTE measures
• Ad-hoc Business Cases
• Driving Budget and Forecasting in cooperation with the Head of Application
• You will be assigned to a number of reporting entities in the Business Area and be responsible for ad-hoc analysis and inquiries
• You will be part of different internal projects e.g. process optimization projects and further development of our BI systems
• Resilience (ability to cope with time pressure and challenges)
• High degree of flexibility and ability to quickly understand new topics
• Ability to work collaboratively with other key stakeholders
• Strong engagement, presentation and communication skills
• Ability to present complex information in a simplified manner
• Strong analytical skills, Excel modelling skills and attention to detail
• Creative and innovative
• Qualified accountant or equivalent (or studying towards a professional accounting qualification)
• Experience with the identification of risks & opportunities in the P&L
• Experience in driving P&L performance improvements (e.g. closing gaps vs. target) and holding others accountable (particularly peers and senior leadership)
• Significant experience managing a large and complex set of stakeholders
• Experience in presenting to and communicating with senior Finance and non-Finance stakeholders
• Are you interested in being part of establishing a newly formed finance business partnering function?
• Are you a trusted partner who can bring strong business acumen to support our stakeholders across a complex business?
• Provide a range of financial advice and support services as assigned to assist regional teams effectively and efficiently manage their day to day business
• Assist in building financial management acumen and capability of business managers, teams and staff by establishing collaborative relationships, tailoring advice to meet business needs, coaching and contributing to training needs identification and strategies
• Assist with dissemination, explanation and analysis of quality, timely and accurate routine, cyclic and ad hoc financial management reports to the business within the assigned region to inform and support decision making
• Contribute financial expertise to directly assist the business with annual planning, budget preparation, forecasts and regular progress reporting by facilitating use of templates, tools and ensuring alignment with TAFE NSW’s strategic business directions and financial imperatives
• Conduct research, financial modelling and feasibility assessments to provide support to the business on a range of specific matters requiring financial input and expertise such as funding options, commercial strategies, project costing and business case preparation
• In collaboration with the Senior Finance Business Partner, facilitate ongoing liaison between the assigned region’s business and central specialist finance teams, coordinating appropriate support for the region and assisting with communications on finance related policies and requirements
• Reflect TAFE NSW’s values in the way you work and abide by policies and procedures to ensure a safe, healthy and inclusive work environment
• Work with the Line Manager to develop and review meaningful performance management and development plans
• Demonstrated experience in partnering with stakeholders across a complex organisation to build commercial acumen and the provision of quality financial and business advice
• Demonstrated ability to build strong and effective working relationships, influence stakeholders and coach and mentor non-financial staff to facilitate sound decision making and delivery of outcomes
• Provide a range of financial advice and support services as assigned to assist regional teams effectively and efficiently manage their day to day business operations and performance
• Act as a first level contact for the Region’s stakeholders on financial issues ranging from day to day transactions to more complex matters assisting with resolution or referral to the Senior Finance Business Partner or central finance specialist team
• Facilitate Regional stakeholder relationships such as with Head Teachers which will engender collaboration on more complex business impacting activities and projects; for example, tracking enrolments and thereby identifying and analysing viable courses for present or future development
• Facilitate business understanding and application of relevant financial management related policies, procedures and tools to ensure business operations and transactions meet relevant regulatory and TAFE NSW governance, control and compliance requirements
• Facilitate ongoing liaison between TAFE Digital’s business and central specialist finance teams, coordinating appropriate support for TAFE Digital and assisting with communications on finance related policies and requirements
• With a commercial lens, provide TAFE Digital with business strategic expertise that will enable the development and implementation of business model and the achievement of business and educational objectives across TAFE Digital
• Provide financial expertise to advise and directly assist the business with annual planning, budget preparation, forecasts and regular progress reporting by facilitating use of templates, tools and ensuring alignment with TAFE NSW’s strategic business directions and financial requirements
• Facilitate ongoing liaison between TAFE Digital business and central specialist finance teams, coordinating appropriate support for the region and assisting with communications on finance related policies and requirements
• By example, lead the development of a safe, healthy and inclusive work environment, including implementation and review of appropriate strategies and measures
• Collaborate with staff to ensure the development and regular review of meaningful individual performance management and development plans that are clearly aligned to strategic objectives and focused to develop the individual
• Develop the bottoms-up AOP (Annual Operating Plan) and bridge it to the top-down guidance. This includes full P&L, DSO, Capital Expenditure planning, and Headcount planning
• Prepare monthly and FY P&L forecasting
• Deliver monthly MPR (Management Performance Review) reporting package with deep and meaningful analysis of the results
• Combine Operational data and Financial data into meaningful analysis to drive the business results
• Develop and communicate recommendations to the Market leadership team to improve business results and add value to the organization
• Prepare acquisition business cases, perform due diligence procedures on acquisition candidates, integrate acquired companies, and track performance against the business case
• Minimum 10 year’s relevant experience (accounting base, then moving into FP&A)
• Working closely with all stakeholders providing strategic financial insight, intelligence and support needed, as well as assessing situations from a commercial, business and financial perspective
• Ensuring finance is positioned to be proactive and creative, looking for ways to advise, shape and influence commissioning and service decisions
• Promoting, developing and embedding the business partnering approach across the Council
• Liaising regularly with London Borough of Barnet Finance to understand their requirements
• CIMA/ACCA or ACA qualified with good management accounting experience
• Commercially minded management accountant, outward looking with previous pricing/project accounting experience, preferably within an engineering environment
• Experience of operating within a ‘business’ organisation taking responsibility for all financial aspects within a structured group
• Ability to work unsupervised, under own initiative with the drive to improve financial performance
• Strong interpersonal skills with the ability to work in cross-functional teams and to influence others at all levels of the organisation
• Able to present and communicate financial information to Finance and non-Finance colleagues within the Business Unit as well as to external customers
• Able to understand technical, engineering and operational issues and relate these back to financial information
• Excellent Microsoft Excel skills and other Finance system experience
• Safety first. Operate at Special Mission/ EAS in accordance with the SHE Technical standards. Identify where the SHE Technical Standards are applicable to appointed operations/tasks and apply safe systems of work identified
• Apply countermeasures identified in applicable risk assessment to appointed operations/tasks
• Preparation of all Technical Services financials for monthly reporting and forecasting, annual budget and IBP purposes, ensuring timeliness and integrity of submissions
• Provide finance support and challenge to the Technical Services team on major bid activity, modelling the cost associated with the tender solution and provide appropriate analysis, supporting notes to the Finance plan and capturing the associated risk and opportunities
• Provide contract, cost base, inventory, capital investment and asset financial support and reporting information to ensure the overall profitability of the Value Stream
• Liaise with MOD/Customer Auditors (CAAS) and/or external auditors in relating to annual pricing reviews and respond to queries raised in a timely manner
• Assist bid and finance colleagues with pipeline reporting, new business forecasts (P&L & Cash) and accounting for bid/new business overhead
• Provide challenge to the operations of the Business Unit to drive efficiency, profitability and growth
• Deliver accurate and timely month-end reporting including accruals & prepayments, generation of contract P&Ls, variance analysis and commentary for management accounts
• Assist with the preparation of the monthly balance sheet reconciliations
• Provide all necessary finance support to the BU Finance Director and GM Technical Services
• Target Setting: Coordinate target setting and quarterly RoFo process for T&L HQ to ensure that both short- and long-term strategic priorities are catered for
• Prepare and publish timely monthly financial statements
• Drive and support monthly and year-end close process
• Management reporting, including variance analysis, explanations and related proposed actions
• Manage and ensure all necessary processes and controls are in place to ensure compliance
• Drive continuous improvements
• To ensure monthly financial indicators are computed and reported timely and accurately. (Actual and forecasts)
• To ensure effective communication is held with other Finance BP
• To ensure pre-structured internal control processes are working properly
• To support commercial organization in all financial areas
• To prepare KPI Dashboard and Business Reviews and AOC
• To improve and simplify the financial controlling process
• To coordinate contractual clauses and specific issues with Legal, Accounting, and Tax Departments
• University degree in Business Administration or equivalent
• Min. 5 years of experience in an international company - specially experience in commercial controlling
• Proficiency in MS Office programs
• SAP knowledge is an asset
• Interest in understanding the business
• Ability to organize the work and work under strict deadlines
• Supporting the Wealth Finance Director with Financial Planning and Analysis (FP&A) for Mercer’s Wealth business in Australia on all finance related queries, initiatives and strategies
• Working with Financial Controllership Team to ensure accuracy in monthly results
• Reporting, Analysis and Commentary of monthly profit and loss of the business
• Lead accurate forecasting, planning and budgeting for the business
• Pro-actively participate in Business and Function initiatives
• Drive and improve financial accountability and awareness across business areas
• Be a key resource across the wider FP&A team for Pacific
• Drive continuous improvement in our finance process
• Manage an assistant analyst in day to day responsibilities
• Relevant Professional Qualifications – CA/CPA/CIMA/CFA
• 7 - 8+ years’ experience in a similar role (preferably in Investments) with a strong management accounting/finance business partner focus
• Strong analytical skills, preferably with experience in Oracle/Hyperion
• Advanced excel skills in financial modelling
• Strong communication skills and relationship skills
• Responsible for submission of timely, accurate and commercially-focused budget and QF packs, in line with agreed templates and timetables
• Challenge commercial team on business issues and revenue/cost assumptions, including demonstrable ROI on all costs incurred
• Work with commercial team to identify key commercial issues and ensure commentary highlights these issues concisely
• Demonstrate a deep, fundamental understanding of all costs in product and portfolio P&Ls, including investment/capex
• Be able to clearly advise and communicate the reasons for incurring costs, demonstrating financial/commercial returns
• Review and challenge cost budgets from a granular zero-base (i.e. building from scratch, not rolling forward prior year)
• Prepare and challenge investment/business cases
• Provide commercial and strategic insight and analysis to GBDs and BDs in setting product/portfolio strategy
• Working with Business Finance Analysts, provide support for pricing decisions including discounts, early bird rates or tiers
• Submit pricing, re-book targets and rationale to MD/FD for approval and to CEO/CFO as part of event planning cycle in line with agreed timetable
• Shared responsibility – working with commercial team – for evaluating attractiveness of acquisition/disposal proposals, including lead role in writing papers for head office
• Full responsibility for acquisition/disposal accounting and reconciliation/processing of earn-out payments
• Help commercial team to create projections based on underlying market data and customer segmentation
• Review and approve any revenue accruals over £25k
• Ensure third party contracts in place and approved by Legal
• Ensure commercial team and Business Finance Analysts have copies of contracts with third parties
• Review and approve month end flash report highlighting key variances and performance bridges
• Ensure commission structures and targets aligned to deliver budget and strategic goals
• Raise trading issues with commercial teams and propose solutions for material variances
• Support external and internal audit processes as necessary
• End to end planning, analytics and modelling across Business Units and Functions
• Medium term and strategic planning with opportunities for radical transformation of the planning process with focus on value add
• Run and manage the entire planning process for ServeCo
• Manage the monthly transfers process including updates to STP
• Project manage the annual planning cycle including setting approach, direction and managing milestones
• Manage and issue planning timetables in line with Group expectations and to ensure adequate timeframes built in for target setting, data collation, consolidation and reviews prior to submission
• Proactively manage all parties involved in the planning process (central teams, FBPs, Cross O&T teams, etc.)
• Drive the delivery of COO business targets through high quality business analysis and interpretation with recommendations and actions
• Work with the CFO and ExCo communities to scope financial targets and hold reviews that reflect meaningful business levers
• Translate high level strategy and financial targets into attainable and measurable business plans, and articulate priorities and plans to internal stakeholders
• 11) Embed the Finance TOM model and ways of working within IT ensuring optimising the use of BPC and driving efficient and accurate reporting and planning structures
• 12)Liaise and support Group taxation department in the recharge model for global projects to ensure full recovery of centre costs from the end markets
• 13) Any other Ad hoc project analysis required to support the Corporate Financial Controller and the Head of Commercial IT
• A good understanding of group and project accounting principles – ability to guide budget holders
• Ability to anticipate tax consequences of recharges in order to optimise recharge mechanism
• Ability to manage a high volume of data and present in a simple, innovative and impactful way using all current systems to simplify and automate information management. i.e SAP/ BI/BPC
• Ability to prioritise and is resilient
• Ability to identify process and reporting improvements and proactively implement solutions
• Works as an effective Business Partner with a collaborative and flexible style
• Strong communication and inter-personal skills are required to influence and challenge Budget Holders and Project Managers
• Maintains excellent working relationships with all stakeholders and is a team player (finance community, IT community)
• Provides accurate and timely information to management in respect of both monthly reporting and on an ad hoc basis
• Provide guidance to divisional heads with analysis and strategic financial guidance on their performance
• Support the DFD and Financial Controller in implementing management information for the EB business
• To lead challenge on business decisions and management of revenue and cost base by providing insightful financial information, including explanations of key financial performance variances, KPIs, and balanced scorecards to ensure EBITDAC and growth expectations are met across the division
• To provide insight to the DFD of the performance of the division on a regular basis, keeping them informed of significant issues that could impact the trading performance of the division
• To produce financial MI for the business and contribute to and gain buy-in for appropriate suggestions for improvement and change
• To lead the management of the annual budgeting, strategic planning and periodic forecasting processes
• To ensure effective consolidated planning outputs are produced, including development of these outputs where required
• To lead the development of planning processes and principles
• Work with the EB Financial Controller to implement improvements within the finance team –improving timeliness of financial reporting, suggesting and implementing improvements to procedures or ways to improve efficiency
• Working with other areas of finance, specifically Manchester & Glasgow accounting function, the wider business and corporate services to ensure business goals are achieved
• Support the implementation of new systems within the business as required
• Participation and contribution to any other finance initiatives and projects as required
• Interpret and communicate monthly financial results, ensuring that all material transactions are booked accordingly and in line with policy
• Ensures that individually and as a firm we “Treat Customers Fairly”
• Budget holders are provided with Actuals, Forecasts and Budgets that are insightful, actionable and drive the business forward
• Coordination of Forecasts and Budgets is transparent and efficient
• Achievement of budgetary targets and delivery of strategic and operational goals
• Qualified accountant with business partnering experience in a fast paced, ambitious and multinational environment within a FTSE100-sized company
• Proven experience of business partnering and commercial acumen, with proven capability to communicate financial performance to senior executives
• Strong communication, influencing, collaboration and relationship building skills across global cultures
• Clear record of being curious, robust and shrewd, driving improved financial reporting within a business
• Fluent English language skills
• Other languages an advantage
• Knowledge of the Media or Digital sectors an advantage
• Qualified Accountant – ACA / ACCA / CIMA
• A good understanding of technology
• Change / project experience
• Strong commercial experience and a consideration of the wider impact of any recommendations made
• Ability to provide challenge and guidance whilst acting as a partner to the business
• An ability to self serve and work effectively in a matrix structure
• Ambitious and a willingness to grow with the role

Related Job Titles

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Crafting an Impactful Finance Manager Cover Letter

Unlock the secrets to a successful finance manager cover letter with our expert guide. Tailored for those aspiring to secure (Senior) Finance Business Partner roles, this article offers invaluable tips on creating a compelling cover letter that highlights your skills and qualifications. Learn how to make a standout first impression, address specific employer needs, and effectively present your professional experience. Perfect for finance professionals, our guide ensures your cover letter will set you apart in your job search.

Crafting an Impactful Finance Manager Cover Letter: Strategies for Senior Finance Business Partner Roles

A cover letter, like your resume, summarises who you are and why you're qualified for the (Senior) Finance Business Partner position. If you're looking for a new job, it's likely your cover letter will be your first impression. The key to a good cover letter is to address the company's needs precisely and back up why they should hire you. In this blog post, we'll go over some tips on how to write an engaging cover letter that captures hiring managers and employers' attention and gets them excited about hiring you! We also answer the most common questions to ensure that your cover letter helps you stand out.

You've been looking for a job as a (Senior) Finance Business Partner, but you can't seem to land the interview. Maybe it's time to take your cover letter up a notch?

To take the cover letter up to the next level, you want to ensure that each cover letter strengthens your pitch as the perfect (Senior) Finance Business Partner because a generic cover letter never works! Instead, you need to know precisely what the employer is looking for in a candidate. The best place to find this information is in the position advertisement. An example position advertisement has been added below:

Your Opportunity:

Join one of Australia’s most impressive teams engaged to provide strategic and financial support to their well-known, growing eCommerce group. With projects at critical stages, they need two exceptional professionals to hit the ground running for an initial eight week period (with potential to extend):

• Provide broad financial support to operational and merchandise based GM’s with a balance of P&L management, business case support and project based analysis. 
• Understand the commercial strategy and ensure plans, pricing, models and functions are aligned in this emerging business channel.
• Work with GM’s and drive profitability. 

Fast paced, dynamic and qualified professionals with experience in FMCG/Retail/Wholesale or Consulting teams will be well received.

Our client will be responsive, so we will work closely with you to ensure a quick decision and immediate start.

For more information call  NAME on NUMBER or Apply Now.

You need to match your transferable experience, personal qualities, and skills towards the daily responsibilities of the role. For example, to address the employer's need for you to provide strategic and financial support to their well-known, growing eCommerce group, offer a short, very brief sentence with pertinent information such as a personal strength of yours or the types of transferable skills you may bring to their company. It may also be beneficial to provide information about topics covered within a qualification you completed to demonstrate you will be able to do the skill with minimal training. Strong cover letters also synthesise all relevant aspects of your background in 2-3 main paragraphs. In one brief page, you will be making it clear to the hiring manager the experience and skills you can specifically bring to their company. Keep your letter concise and focused on accomplishments, so readers don't waste time figuring out what you are talking about. Remember, your cover letter is accompanied by your resume, which should speak for itself. However, there may be stand out resume examples that can easily demonstrate your ability to undertake a particular responsibility in the new job. Hiring managers have also seen many poorly constructed resumes and cover letters; therefore, the secret is to proofread! To efficiently and positively stand out, give yourself a head start by presenting how grammatically articulate and well-written you are!It is an easy mistake to make, and bad grammar reflects so poorly on your image, so always ask a friend to read what you have written before hitting APPLY!

Would You Like A DIY Cover Letter Template?

If we think about what's vital to HR or recruiters when they hire a (Senior) Finance Business Partner, they want to know three things:

• What value will you bring to the company?
• Are you proficient in your skillset?
• Are you available to take on the (Senior) Finance Business Partner position if we shortlist you?

A general framework can be followed to make it easier for you to draft your cover letters. Start with a personal branding statement, outline where you are currently working, where you have worked, and the transferable skills you can bring to the role. Next, list your qualifications and any specifics related to your suitability. These might include your transferable skills to undertake the duties if you were successful in the position.

How To Write A Cover Letter

It helps to begin your cover letter with the employer's contact information and a sentence or two about what you can offer the employer related to their role. It's crucial that your cover letter is written in the first person and addressed specifically to the person who may end up being the employer and professionally presented.

How Do I Say I Want A (Senior) Finance Business Partner Job! In My Cover Letter Samples?

There are many ways to say that you want a job without saying I NEED THE MONEY! in your cover letter. To ensure that you can provide your best impression, you want to put yourself in the hiring manager's shoes. Ask yourself, why does the hiring manager want to give the job to you? What benefit do they have in filling the position? Then, you can work backwards from there to demonstrate why you want the job. Sometimes, the hiring manager gives these reasons away in the job advertisement. For example, they might say, 'we are looking for an employee who has values which match our own.' Your reason for working with them becomes clear, 'I am eager to work with your company as your values of respect, teamwork, customer service,and innovation align with my values of honesty, working with others, communication and always finding new and improved ways of working.' The other way to say that you want the job in a cover letter is to align your relevant skills and past experiences to the benefit of the role in a short paragraph (or two). Remember, be concise. You only have one page to engage them! For example, 'Recently, I completed a Master of Public Health, gaining theoretical understanding around population health, a global healthcare and patient experiences. Therefore, I am eager to share my insights to support your team in implementing contemporary health practices.'

Thank You For The Cover Letter Sample, However, I Have No Experience!!!

If you are struggling to land a job due to a lack of experience in your chosen field, you need to be strategic. The most important thing is to be genuine and focus on what they need instead of what is motivating you to get the job. The most obvious is to explain why you believe that you would make an excellent employee, given your education or other qualifications. Other experiences you may relay include your volunteer work, school project outcomes, internship experience, or other things you have done in your life. Then, you need to describe why you think those qualities would bring to their team. For example, what are they missing by not inducting someone like yourself on their team now? It's also great if you offer any links to samples that will help illustrate your experience too! If work experience is mandatory, it would be worth your while to gain voluntary experience or complete an internship. Organisations such as the Red Cross or Salvation Army serve as great outlets to simultaneously practice your verbal, written or interpersonal skills. Social service or education providers in your area may also offer case management to help establish goals and set you up with a volunteer opportunity within your skillset. Internships represent an excellent way to explore fields of interest while getting real-world experience closer to home. However, it is essential not to take too much time off from studying because it can be difficult for anyone but recent graduates who are 'just coming out' into the world of work to get back in after an extended break.

Can you get hired as a (Senior) Finance Business Partner without a cover letter?

Most hiring managers, recruiters, and HR professionals will require you to submit a cover letter with your job application. Even if they don't request a cover letter, they will be expecting one. But put in the effort to tailor it. You will not only be wasting your time but that of the employer as well if it's not tailored specifically for the job advertised! So, can you get hired without a cover letter? Yes, however, it's always best practice to send one simply because your resume is a formal document that highlights everything you are currently doing and what you have done. The cover letter is an opportunity for you to explain who you are as a person and why you are qualified for the (Senior) Finance Business Partner position.

How can The Perfect Resume Team Help With Your Job Search?

To be successful in your job search, you need to have a compelling cover letter. It's the first thing that hiring managers will read, and it can help make or break an application. A well-written cover letter should tell the hiring manager why they want you on their team.

However, if you still don't know where to start and struggling to find some time, email us at [email protected] with your resume and link to the specific position. We can review what you have and provide some feedback so you can stop wasting your time writing generic fluff and increase your interview chances!

Alternatively, clear here to purchase a cover letter update and we will write it for you! 

Would You Like a Professional Resume Writer or Career Coach to Review Your Resume or CV?

Enter your details below. we will review what you have, provide feedback & recommend the services that suit your needs.

Finance Business Partner CV Template

Are you looking for a finance business partner cv template download our finance business partner sample template below..

Are you looking for a Finance Business Partner CV template? Then you’ve come to the right place. Here, we’ve put together an example Finance Business Partner CV for you to use when looking for your next role.

To put this together, we’ve looked at many sample CVs from previous Finance Business Partner candidates we have worked with and this document details the best bits.

The part of your CV that you cannot influence is your standard information, e.g. contact details and education. However, how you display your career history needs careful consideration. We have mapped out our suggested layout in our Finance Business Partner CV example. Each job position should detail dates of employment, employer name, and job title. Including a description of what the company does will help the reader understand the environments you have worked in.

Your role description should be split into 2 subsections of duties and achievements. It is the achievement section that will help you stand out from other candidates. When constructing this section, consider things you have done above and beyond the norm for a Finance Business Partner   position.

It is the extra value that you have delivered that will be appealing to your next employer. To put achievements into context, it is important that, where possible, you quantify these with facts and figures. Our Finance Business Partner CV template will give you some examples that people have used in the past.

Download our Finance Business Partner CV example template (MS Word)

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• Finance Business Partner CV Example

Example CV Template For a Finance Business Partner

Using a CV Template when creating a CV for a Finance Business Partner position is a helpful way of putting structure into your CV, and a great way to learn ideas.

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Personal statement.

• Cover Letter Guidance
• Finance Business Partner CV Template Overview
• Finance Business Partner CV Example Structure
• Related CV Advice

It is good practice to view several examples of CVs from your industry, so you can define what you would like to achieve. Be careful when using a CV template because the content you include needs to be unique content, tailored to your experiences as a Finance Business Partner and specifically, about your achievements. When creating your CV, a key tip is to carefully insert your personality, give an overview of your job responsibilities and share insights about your career that you are proud of.

Finance Business Partner CV Advice

It is good practice to view several examples of CVs from your industry to define what you would like to achieve. Be careful when using a CV template because the content you include needs to be unique content, tailored to your experiences as a Finance Business Partner and specifically, about your achievements. When creating your Finance Business Partner CV, a key tip is to carefully insert your personality. Key points to include are an overview of your job responsibilities and insights about elements of your career that you are proud of. When applying for a Finance Business Partner job, read the hiring manager’s Finance Business Partner job description, identify the Finance Business Partner skills mentioned in the job ad, and ensure they appear on your Finance Business Partner resume.

Finance Business Partner Personal Statement

Start with a unique personal statement tailored specifically to you. Focus on who you are, what your strengths are and share the traits that make you a standout candidate for jobs in Finance Your personal statement should summarise your CV, which should address who you are, what you have to offer, and what you are aiming for in your career. Most crucially, you need to let the hiring manager, interviewer, or employer understand the type of impact you will have in their company, should you be employed. Our CV template includes a personal statement example to help you secure a job interview. employed.

Finance Business Partner Cover Letter Guidance

When job seekers apply for a Finance Business Partner job, it is crucial to include a cover letter, even if the position is an entry-level job. The cover letter suitable for most Finance Business Partner jobs needs to fulfil three criteria. You should introduce yourself, build rapport with the recruiter, and encourage the hiring manager to invite you to an interview. When writing your cover letter, create an introduction, explain why you are applying for the job, and why they should hire you. It can be helpful to review the Finance Business Partner job description to discover the skills the employer is seeking. You can view the perfect cover letter template here.

Recommended Finance Business Partner Jobs

Cv template overview for a finance business partner.

As a Finance Business Partner, I collaborated with various departments and provided financial insight to drive business strategies and decisions. My role involved building strong relationships with stakeholders and delivering accurate and timely financial analysis. I facilitated the quarterly budget review process and annual budgeting process, as well as reviewing monthly financial performance against targets.

I also conducted financial modelling and forecasting to support the business in making informed decisions. I was responsible for identifying areas for improvement and implementing changes, while also promoting cost savings and revenue growth. Through my work, I ensured that the business made optimal financial decisions and achieved its objectives.

CV Example Work Experience for a Finance Business Partner

• Collaborating with stakeholders to understand business needs and provide financial insight.
• Reviewing financial performance against targets and identifying opportunities for improvement.
• Conducting financial modelling and forecasting to support decision-making.
• Delivering accurate and timely financial analysis.
• Managing the budget review and budgeting processes.
• Identifying cost-saving and revenue-generating opportunities.
• Staying up to date with industry trends and changes in regulations.
• Building strong relationships with internal stakeholders.
• Excellent communication and problem-solving skills.
• Strong analytical and numerical skills.
• Knowledge of accounting principles and financial reporting standards.
• Degree in finance, business, or related field.

CV Tips for a Finance Business Partner

• Demonstrating a strong understanding of the business and its financial performance.
• Providing financial expertise to support decision-making.
• Communicating financial information to stakeholders in a clear and concise manner.
• Working collaboratively with stakeholders to achieve business objectives.
• Identifying areas for improvement and implementing changes.
• Contributing to the development of business strategy.
• Ensuring compliance with accounting principles and financial reporting standards.
• Anticipating and mitigating financial risks.
• Maintaining accurate financial records and reports.
• Continuously improving financial processes and systems.

Finance Business Partner Sample Resume Format

This Finance Business Partner resume sample format will allow you to create a concise CV that includes all the elements a hiring manager will expect to see when you apply for Finance Business Partner jobs. Your work experience and education should be added in reverse chronological format, with the most recent employer and qualification appearing first. If you have little work experience, we recommend changing the order of our Finance Business Partner resume sample/cv sample, so your education is listed before your work experience. If you have no work experience, consider adapting the resume sample, where an Essential Skills section replaces the Previous Employers section.

Example Structure of a CV for a Finance Business Partner

Telephone Number | Email Address | LinkedIn Profile

Your Personal Statement

Previous Employers

Company name, job title (dates of employment).

• Job skills (Finance Business Partner skills)
• Achievements
• Awards and recognition
• Job skills (computer skills / interpersonal skills / verbal communication skills)

Education & Qualifications

University name, degree name (dates of study).

• Relevant modules

College Name

(dates of study).

• Subjects and grades

Interests & Hobbies

• Transferable skills and experience

Related CV Templates

• FP&A Manager
• Cash Manager
• Risk Manager
• Finance Director
• Commercial Finance Manager
• Budget Manager
• Branch Financial Manager
• Finance Controller
• Finance Manager
• Financial Controller
• Head of Finance
• Financial Auditor
• Costs Manager
• Finance Officer
• Risk Management Specialist
• Commercial Loan Officer
• Financial manager
• Financial Accounting Manager
• Financial Regulator

Find a Salary

Average salary.

Min: £30,000.00 Max: £72,000.00

Average Finance Business Partner Salary in UK: £51,062.00

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Key competencies for finance business partnering

• Strategy and innovation
• Future of finance

A s companies worldwide struggle with rapid geopolitical, demographic, technological, and competitive changes, finance business partnering offers an opportunity to create a strategic advantage.

The complex and volatile environment forces midlevel managers to make more operational decisions that can impact performance. In a 2018 global Gartner study , 61% of business decision-makers and finance executives reported an increase in the number of operational decisions in the past three years. More than half (57% of respondents) said operational decisions have financial implications and impact profitability.

The Gartner study suggests that poor operational decision-making could compromise upwards of 3% of operating profit before depreciation, and that is not a small number.

It is then no surprise that business leaders need and seek active partnership and collaboration from finance professionals who can understand the goals and overarching strategies of the business, analyse financial and nonfinancial information, and present recommendations to support their decision-making.

While business leaders are happy for the finance team to continue playing the roles of operator (FP&A, core finance, etc.) and steward (compliance, controls, etc.), today's leaders want finance team members to increasingly focus on being strategists (collaborate with business folks to support strategy formulation and decision-making) and catalysts (challenge the status quo and champion finance as well as enterprise-level transformation).

In a loose way, the latter two roles form the essence of finance playing the business partner role.

Finance business partnering is what finance teams do when they create value by providing insights (often data-led), thus influencing their business counterparts to make better decisions.

The leadership hats I wore at Walt Disney Southeast Asia (and in companies I worked for before Disney) — including business operations, sales and distribution, general management, strategy and business development, and, of course, my core area, finance — convinced me of the difference such partnering can make to the business and, indeed, to one's own career.

Now, as a leadership coach and corporate trainer, I like to champion this partnering through workshops, where I am often asked what skillsets equip a finance professional to be a good finance business partner. My response is that it requires a set of new and enhanced skills and a change in our mindset.

But ahead of all that, it is critical to get the basics right: Do the steward and operator roles really well; deliver timely, error-free financial and operating results with unquestionable data quality. Without high-quality systems and data, you will get bogged down in reconciliations and lose insight opportunities, draining your time and credibility as an effective partner.

Next, work on the key competencies required for a finance business partner. From my own experience on both sides of the partnership and my extensive work with business leaders, I have developed a road map that I frequently use in my workshops (see the chart, "Key Competencies for a Finance Business Partner").

Key competencies for a finance business partner

These eight skillsets and six mindsets, based on my experience and conversations I have had with other CFOs, are at the very heart of successful business partnering and crucial for aspiring finance business partners.

To illustrate, a finance business partner who grasps the larger goals of the business and appreciates the changing market landscape will be able to work with the CEO and business unit heads to determine the key drivers for success in each line of business. From that, the finance business partner will arrive at a common understanding of the key performance indicators to be tracked and how they are to be computed.

If we were to think about which of the 14 competencies are flexed in this instance, those that come to mind include intellectual curiosity, commercial acumen, strategic thinking, business insight through analytics, stretching beyond the comfort zone, bias for action, and probably a few others. Depending on the industry and the specific role a finance team member plays, some of these competencies may be more important than others.

How finance business partnering worked at Disney

Here's an anonymised example of finance business partnering with sales that occurred regularly during my time at Disney:

The business case

The brand licensing business (where franchise characters are licensed to third-party merchandise brands) was facing pressure from a key customer for substantially lower royalty rates and more favourable terms for a contract renewal because of growth in volume of business over the years.

The finance business partner team partnered with the sales team to examine the merits of the customer's ask and put together a well-substantiated and compelling counterproposal by:

• Doing a market analysis (using secondary data) to substantiate this customer's market share claimed in different segments and how that had been trending, to verify the growing importance and further potential of this customer.
• Working internally with our content team across multiple lines of business to aggregate information on ongoing and planned investments to increase the appeal of the particular franchise characters (those that this customer sought to license and others we could recommend that they add on) among the target markets. This included (1) future content pipeline and marketing plans for movies/TV shows involving these characters; (2) our consumer insights team adding trend data on how consumer recall scores for these characters have gone up during the existing contract tenure with this customer; and (3) sales putting these in a presentation to show the customer how much they stand to gain by partnering with the highly saleable characters, and thereby aiding the sales team in fending off customers' aggressive ask for lower royalty rates.
• Collecting market intelligence on estimated royalty pricing by competitors (this required some sleuthing, working hand-in-hand with the sales team) and on royalty rates charged by our counterparts in other geographies for licensing the characters to similar product groups, for benchmarking purposes.
• Helping the sales team come up with a well-substantiated counteroffer that was compelling to the customer yet equitable for the company. An example would be to use multiple scenarios of step-down royalty percentages and link them to incremental sales as a win-win proposition and to compute the impact on revenue forecasts to help sales decide the baseline terms and our aspirational terms, ie, our initial offer. Or you could use your cost understanding to identify schemes and marketing support programmes that offer high value to the customer at low marginal cost to us.
• Better still (if the finance business partner has well-honed negotiation skills), supporting the sales team by participating in the actual negotiations with the customer.

Skills to learn

If you wish to equip yourself with these competencies and become an effective finance business partner, here's what you can do, starting today:

• Work to improve your commercial acumen. Understand the value chain of your organisation, and update yourself on industry developments, the competition, the economy, etc. Step out from behind your computer to walk the shop or retail floor, spend time getting to know members of the operating and sales teams, take on projects that give you cross-functional exposure, and follow trade publications and podcasts.
• Network with fellow professionals outside your organisation to share war stories and learn from each other. Join offline and online forums to learn how the latest technological developments can be leveraged to improve finance department productivity and help your business counterparts.
• Seek opportunities to learn and practise your written communication and presentation skills.

And my bonus tip for you is to reflect on what you are going to start doing to add more value and what you are going to stop doing to free up time and mind-space.

Raju Venkataraman, FCMA, CGMA , was CFO and head of strategy and business development for Disney in Southeast Asia before he became a leadership coach and corporate trainer who offers his services globally. He lives in Singapore. To comment on this article or to suggest an idea for another article, contact Sabine Vollmer, an FM magazine senior editor, at [email protected] .

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What to include in a Personal Statement

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Business Management with Accounting and Finance Personal Statement

Mathematics has sparked my curiosity from an early age. Over the years I have developed a passion for and noticed the importance of Financial Services in the modern world of commerce; thus fueling my keen desire to expand my knowledge of Mathematics by studying a Finance course at a higher education level. Currently, I am on the verge of completing the International Baccalaureate Diploma at Warwick Academy. The three Higher Level courses I currently study are: English Literature, Film Studies and Information Technology in a Global Society. English Literature helps to challenge and develop my critical thinking skills, Film Studies has the ability to enhance my already existing creative talents, and Information Technology in a Global Society increases my awareness of the relationship between humans and technology. The three Standard Level courses I study are: Spanish, Environmental Systems and Society and Mathematics. Learning Spanish will heighten my desires to travel the world, Environmental Systems and Society develops my ecological understanding of our planet, and Mathematics will help to focus my mathematics related passion and aspirations. By studying this wide variety of courses, I presuppose that I will develop into an overall well-rounded student. Additionally, throughout my entire secondary school career, I have taken additional external Mathematics classes with the Centre for Talent Youth Program to broaden my mathematical knowledge.

Leadership skills are very crucial skills to acquire in the business world. This academic year I have had the opportunity to display my leadership skills by taking on the role of President of the Warwick Academy Student Council. Personally, I feel as if nothing is more satisfying than giving back to the school community. I have also demonstrated my leadership skills through being Vice-Captain for my school sport house. These leadership opportunities have overall helped to improve my organization, communication and flexibility. Furthermore, within school, I have earned achievements such as Academic Honors, Effort Award, and the Improvement Award. Externally, I have received the Duke of Edinburgh Bronze & Silver Awards, the ABRSM Music Theory Awards Grades 1-5 and the 2014 Over 16 Sports Day Champion Girl Award.

Both inside and outside of school I participate in a wide variety of extra-curricular activities. In school, I have been an active member of nearly every sporting team offered. The sports I mainly focus on are Basketball, Volleyball and Softball; nevertheless I have still represented Warwick Academy on the Track and Field, Cross Country, Football, Badminton and Swimming teams. Not only are sports good for the body, but also for the mind. Moreover, I have also been a member of three musical bands within my school. Over the past seven years I have mastered the complex Clarinet and I have also played the piano and various percussion instruments. Music is a way for me to express the feelings that my words are unable to describe.

The extracurricular activity that I am most passionate about is fashion modeling. I have participated in numerous fashion shows and photo shoots around Bermuda and represented many local and international designers, retailers and stylists, and it has been a lifelong dream of mine to model abroad. Modeling encourages me to be confident and comfortable in my own body. Partaking in these numerous extracurricular activities has taught me time management skills, dedication and commitment, and the ability to work with others. I know that these characteristics are of high importance in financial careers, where you must meet deadlines and work cooperatively.

Moving to England to further my studies is a large step, however my infinite level of enthusiasm, determination, motivation, passion, and skills suggest that I am prepared to take on this next chapter of my life. I eagerly look forward to beginning my higher education level degree in Finance .

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Finance CV examples

When you’re looking to secure a role in finance, your CV is your first impression, so it needs to be strong.

Engaging recruiters and enticing them to interview you requires a visually pleasing CV that highlights your in-demand skills.

The below guide which contains two finance CV examples, will show you exactly how to produce your own attention-grabbing CV and land that dream job.

CV templates 

Finance Manager CV

Financial analyst CV

Accountant CV

Finance assistant CV

Financial accounting CV

Management accountant CV

The above are seven great examples of finance CVs at junior and senior level, giving you a rough idea of the style and content that need to be present in your CV.

As this guide continues, I will demonstrate how you can write your own appealing CV that highlights why you’re the ideal candidate for finance roles.

Finance CV structure

It’s vital to facilitate ease of reading in your CV by having a clear and distinct structure that enables recruiters to easily navigate your experience and knowledge.

The below infographic displays how you should be formatting information within your CV and what sections you need to include to attract recruiters’ attention.

CV formatting tips

• A CV should be no longer than 2 sides of A4, giving you enough space to display your relevancy to the sector without overwhelming recruiters
• Use bullet points, headers and sections in your CV, ensuring key information isn’t missed within large blocks of text
• Avoid over-designing your CV – avoid all imagery such as company logos and profile pictures that add no value – and stick to a muted colour pallet and sharp, clear font

Structuring your CV

Break your CV into the below sections, allowing recruiters to pinpoint specific details effortlessly:

• Contact details – Make it simple for recruiters to reach you, sticking to essential details
• Profile – A summary paragraph of your experience, qualifications and skills at the top of the page, engaging recruiters and compelling them to read further
• Work experience / Career history – Listing your previous work experience in a chronological order
• Education – Documenting any qualifications you’ve obtained, especially those most relevant to the finance industry
• Interest and hobbies – An optional section, adding hobbies and interests that add value to your CV.

I’ll now walk you through how to create each section within your own CV.

CV Contact Details

Commence your CV with your contact details, letting recruiters easily access this information without having to dig through your CV.

When producing this section you only need to include the basics :

• Phone number
• Email address
• If you have one, provide a link to your LinkedIn profile

Remove any information that isn’t required by recruiters in the decision making process such as profile photos, date of birth, marital status or full home address.

Quick tip – Change any childish email addresses and consider creating a separate professional email address for applications.

Finance CV Profile

Reserve the top of your CV for the most important information, directly underneath your contact detail include an introductory paragraph summarising your suitability for finance positions.

Stick to a paragraph between 5-10 lines, including an overview of your experience, sector specific qualifications and marketable skills.

Follow the below tips when producing your personal profile :

• It should be a concise summary, avoid going beyond 5-10 lines, you’ll be able to provide further detail later in your CV
• Remove clichés. Recruiters see hundreds of CVs so don’t blend into the crowd by adding over-used phrases such as “I’m a team player” or “I’m punctual” that add no additional value – stick to industry specific skills and knowledge
• Prior to completing your profile, research the finance industry, add core skills and keywords, tailoring yourself to the sector.

What to include in your finance CV profile?

• Previous Companies – Whether you’ve worked for a financial advisor, an investment management or planning company, within the banking industry or for an organisation as a financial assistant or advisor
• Level of your experience – Are you a recent school leaver or graduate ? Chartered accountant? or do you have management or consultancy experience
• Qualifications – Document any qualifications you have that are applicable to the finance industry such as AAT or ACA courses.
• Prominent finance skills – Accounting , forecasting, advising, reporting, trading etc.

CV profile tip:  If you worry that your spelling and grammar might not be correct, try using our quick-and-easy CV Builder  to eliminate the risk of making mistakes.

Core skills section

Beneath your CV profile, add a core skills section to highlight your strengths that match you to the finance industry, enabling recruiters to see your suitability at first glance.

This section should be made up of two to three columns of bullet points.

These should reflect the requirements of your target roles to make an instant impact when your CV is opened.

Work experience/Career history

List your work experience in reverse chronological order, starting with your current or most recent position.

Look to add depth to your most recent or relevant positions, shortening your role descriptions as you work back through your career history.

Structuring your roles

Paint a picture with your role descriptions, structuring them to highlight key aspects of your experience and breaking the information into clearly defined sections, allowing busy recruiters to find the info they need with ease.

Break each one of your role descriptions into the below three segments:

Provide context to recruiters by giving a summary of the position you had, the company you worked within or even the department you were part of.

“Working for a financial advisor in London supporting clients to select the right financial investment for their business, operating in line with legislation and external body requirements.”

Key responsibilities

Bullet point your roles and responsibilities within each position, adding any project involvement or documenting the relationships you built within the role.

• Assisted clients by directing them towards the right financial investment products based on their specific requirements.
• Collaborated with clients to discuss the best methods of asset management.

Key achievements

Display the value and impact you had within a company by documenting any key achievements .

• Developed a new credit and collection management system that reduced debt by 20%.

Towards the bottom of your CV, list any qualifications you’ve obtained starting with those that are applicable to the finance industry such as AAT or ACA courses or a degree under one of the professional awarding bodies such as ACCA , ICAEW and CIMA.

If you have space; look to also include additional qualifications such as GCSE’s, A-levels, degrees and any vocational qualifications.

Interests and hobbies

Unlike other sections within your CV, hobbies and interest are not a mandatory requirement and should only be included if it will boost your application.

Avoid generic interests such as reading, socialising and consider adding hobbies that display core skills that are required in the finance sector.

For example, soft skills such as problem solving, communication and numeracy skills can be displayed in occasions where you’ve supported the book keeping for a charitable event or been accountable for a sporting team’s charges or costs.

Essential skills for Finance CV

Each company will differ in the skills they are recruiting for but there are strengths essential within any finance position which you need to showcase in your CV.

Financial Advising – The ability to provide accurate financial advice to stakeholders or clients in line with regulations.

Financial Analysis –Evaluating businesses, projects or budgets to determine their performance or sustainability.

Cash Flow Management – Tracking money coming in or out of business, usually against a defined budget.

Budgeting – Tracking performance against budget, evaluating any risks or areas for concern.

Auditing – Auditing financial procedures or processes, providing solutions for problem areas or process improvement implementation.

Writing your finance CV

Writing  a CV that will get you hired is about more than just the experience you have within a sector, but how you display and structure this information.

It’s essential to have a visually pleasing CV that highlights your marketable skills, engaging recruiters and drawing them in to read further.

By following this guide, you’ll be able to produce a CV that gets you noticed and secures you an interview.

See also: Finance cover letter examples – Company secretary CV

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Finance business partnering guide

Thought leadership report

Published: 02 Sep 2014 Updated: 03 May 2023 Update History

Latest research

Effective finance business partners have been around for over 50 years. The involvement of finance professionals in business decision making, strategy development and driving performance is nothing new. However, we are still asked for guidance on how finance can make a greater contribution to organisational performance.

Our report,  Finance business partnering: a guide provides practical advice for those considering business partnering initiatives and those looking to improve their approach. Here we provide a brief summary of some of the ideas covered – even shorter than the executive summary.

Understanding the business is a fundamental pre-requisite for effective business partnering. Such understanding is gained through ongoing conversations, observation, research and action – action is required to gain feedback and test understanding.

Based on sound business understanding, an objective assessment of finance’s capabilities and the level of demand for business partnering services, a high-level strategy for developing the finance department can be developed, (see Figure 1).

While it may be obvious, it needs to be emphasised that finance’s capability depends on people, organisational structures, systems and processes. The report discusses how key business partnering knowledge, skills and attitudes can be developed, including commerciality and communication skills. We argue that decentralised approaches to finance business partnering better enable business support but increase the risks of finance losing its objectivity.  We also argue that finance needs to be actively involved in system and process developments across the organisation.

Finance business partnering is not necessarily right for all organisations and demand for such services is not a given.  The best way of generating demand is for finance to solve an important business issue but we also discuss some other helpful approaches.

Concerns that finance business partners may get too close to the business remain and need to be guarded against. Personal integrity, senior management support, culture, enforced value statements, whistleblowing and effective controls all have a part to play.

Successful business partners will need both perseverance and adaptability to build and maintain their influence. Perseverance to cope with inherent tensions in the role and to overcome inevitable setbacks.  And adaptability to deal with increasing demands for organisational sustainability, new approaches to outsourcing and developments in big data and analytics.

Our report  is based on discussions with members and experts, reviewing practitioner and academic research and our own experience.  As well as advice and food for thought it also includes a number of case studies.  We hope you find it useful. If you would like to comment on this report or discuss the content further, please email [email protected] .

• Download the full report

The ICAEW Library & Information Service provides access to leading business, finance and management journals.

Further reading on business partnering is available through the articles below.

• 01 Dec 2023
• Daniel Butcher
• Strategic Finance
• 01 Nov 2022
• Rebecca G.Fay, Kenneth Herbst, Josh Lobs, Norma R.Montague
• 01 Aug 2019
• Andrew Jepson
• 20 Mar 2019
• CFO Innovation Asia

You are permitted to access articles subject to the terms of use set by our suppliers and any restrictions imposed by individual publishers. Please see individual supplier pages  for full terms of use.

Finance business partnering: a guide

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Why HR and finance need to join forces

Accountants and data scientists - collaborating for success

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• Update History 02 Sep 2014 (12: 00 AM BST) First published 03 May 2023 (12: 00 AM BST) Page updated with Latest research section, adding further articles on business partnering. These new articles provide fresh insights, case studies and perspectives on this topic. Please note that the original article from 2014 has not undergone any review or updates.

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Student Good Guide

The best UK online resource for students

• Finance Personal Statement Examples

Here are two finance personal statement examples from some of the best students in undergraduate and postgraduate programmes. Both examples you can use as inspiration and motivation to write your own personal statement for university . 

Finance Personal Statement

Ever since I discovered my passion for the finance industry at a young age, I have been determined to pursue a career as a financial consultant and advisor. It is this unwavering ambition that has led me to apply for the MSc course in Finance at the esteemed London School of Economics and Political Science (LSE). I firmly believe that this course will provide me with the necessary tools and knowledge to achieve my career goals by expanding my understanding of financial products, the intricate workings of financial markets, and investment banking.

The reputation of LSE as a university of academic excellence is one of the key reasons for my decision to apply. I am aware of the university’s ability to equip students with critical analysis skills that are essential for becoming leaders in their chosen sectors. Moreover, being located in the heart of London provides unparalleled opportunities for networking and professional development in the world of business and finance. The course’s comprehensive approach, which strikes a balance between theoretical and practical modules, is also highly appealing to me.

My educational background in accounting has laid a solid foundation for my advanced studies in finance. Through my coursework in accounting, I have developed strong numerical skills and gained practical experience in management accounting and reporting roles within financial firms. It was during my studies that I discovered a particular interest in Strategic Financial Management, where I was introduced to financial products such as equities, derivatives, fixed income, and bonds, along with their significance in financial markets. Building on this knowledge, I have become a qualified accountant and have gained valuable work experience as an Associate at Deloitte, where I am part of the project management team, responsible for decision support. This role has honed my ability to work under pressure and within tight time constraints, allowing me to meet urgent and conflicting deadlines.

To stay up-to-date with the dynamic financial market, I avidly follow financial news through subscriptions to reputable media platforms such as the Financial Times, the Economist, and Bloomberg. Additionally, I engage in various hobbies such as travelling, watching movies and documentaries, and reading to broaden my knowledge and stay informed about current affairs. As a sports enthusiast, I follow tennis, football, boxing, and Formula One racing. These diverse interests have cultivated qualities such as ambition, intuition, focus, and self-discipline, which drive me to excel in any endeavour. I value the input and opinions of others, making me an effective team player, while also possessing the independence and initiative to work autonomously. I firmly believe that these qualities will contribute to my success as a finance analyst and enable me to excel academically.

Looking toward the future, I aspire to establish a reputable financial consulting firm in my home country, Nigeria. This firm would provide a range of financial services to both companies and public institutions. I recognise that achieving this goal will require years of experience, cultivating the right connections, and personal determination. Pursuing an MSc in Finance from LSE will better equip me to manage corporate, strategic, and financial opportunities, while also providing the opportunity to learn from talented professors and compete with exceptional graduates. I am convinced that this course is a crucial step toward realizing my long-term aspirations.

The increasingly evident impact of financial risk on our world has captivated my interest like never before. The interplay between the financial sector, government, and the general public dominates news stories, emphasizing the significance of understanding the industry. With my passion for finance nurtured from an early age, I have dedicated myself to attaining a comprehensive understanding of both the theoretical and practical aspects of global finance through high-level studies and extensive work experience in diverse industrial and international contexts.

Currently, in my fourth year of a degree in Finance, Risk, and Investment at Caledonian University, I have developed a strong foundation of knowledge in the field. Moreover, I have delved deeper into specific areas

Finance Personal Statement Example

Since my early years, extensive international travel has shaped my perspective on the world, particularly the stark economic contrasts between the ‘Third World’ and the ‘Western World.’ Having the privilege of experiencing different cultures and economies through my parents, who have lived in Africa, Europe, and the USA, I have developed a deep curiosity about the mechanisms that drive global economies. This curiosity has led me to pursue Economics at A Level, as I believe it is at the core of world discussions and can provide a comprehensive understanding of current news articles and their correlation to the subject.

Through my readings, such as Tim Harford’s ‘The Undercover Economist,’ I have come to appreciate the analogy that economics is like engineering, offering insights into how things work and the consequences of changing them. I see economics as an intricate puzzle, requiring economists to integrate economic theories with government policies to solve complex economic problems. Attending conferences at prestigious institutions like the University of Warwick and Oxbridge has broadened my perspective on economics, with theories like Freakonomics intriguing me and sparking a desire to explore the unexpected links between seemingly unrelated phenomena.

My passion for economics is complemented by a strong affinity for mathematics , which has been nurtured since my childhood. From playing mental maths games to tackling complex problem-solving at A Level, I have developed analytical abilities that were put to the test during a taster day at Cass Business School. Through quick thinking and effective teamwork, I excelled in a trading shares simulation, resulting in my group being the most profitable. Furthermore, my participation in a business management enterprise day at the University of the West of England allowed me to showcase my skills, leading to the recognition of the ‘Best Business Idea.’

To gain practical experience in the finance sector, I sought work opportunities that would provide me with invaluable insights. My time at Britannia Building Society exposed me to the inner workings of retail banking, allowing me to shadow the branch manager, work closely with financial planning advisors, and handle transactions at the tills. This experience introduced me to financial assets, including options for investing in bonds, shares, and increasing savings. Additionally, working at Harrison’s Accountancy and Insolvency Agency gave me valuable knowledge about liquidations and insolvencies of businesses, further solidifying my interest in pursuing a career in finance.

Staying updated with current financial affairs is crucial to me, and I regularly read the economy sections of reputable sources such as the BBC website and The Economist. Subscribing to a weekly update from RBS provides me with topical developments in the financial markets. Alongside my commitment to academic and professional pursuits, I have also developed essential skills through my job at O2 Retail. This experience has sharpened my interpersonal skills and honed my ability to negotiate mutually beneficial deals for both customers and the company. As a captain of my football team, I have learned the value of leadership, motivation, and maintaining high team morale, skills that have translated into success in class debates and the trading shares simulation at Cass Business School.

During a recent trip to Switzerland, I had the opportunity to meet with the assistant vice president at Credit Suisse, who shared insights into exchange rate processes within a leading investment bank. These conversations further solidified my understanding of the close relationship between economics and the finance sector.

Through a comprehensive study of Level Economics and practical experiences, I have been able to bridge the gap between theory and real-world situations. Engaging with professionals in the field has deepened my appreciation for the vital connection between economics and finance. I am confident that pursuing a university education will equip me with the necessary knowledge and skills to navigate the dynamic and fast-paced world of financial markets.

My passion for finance and economics was sparked by the Lehman Brothers’ bankruptcy and the subsequent financial crisis when I was 21 years old. The events of that

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Business management and finance personal statement example.

Ever since the first implementation of money it has evolved to one of the main forces that abet our society in making progress in this highly commercialized age. As a result a whole new type of relationship between people has emerged, defined shortly nowadays as business and finance. The complexity and diversity of these disciplines have always fascinated me and instigated my critical thinking. Hence my immense willingness to pursue a degree in this field of study.

My persistence and diligence at school, coupled with the supportive attitude of my teachers have led me to brilliance in all of my school studies, maintaining an excellent overall grade throughout the years. Additionally, during my education in the English Language Medium School I managed to achieve proficiency in the English language certified by my excellent performance at the CAE and TOEFL tests. Moreover, my passion for mathematics encouraged by my parents from early childhood has developed my critical thinking faculties and analytical knacks. What is more, I have been ranked in the top 5 in several mathematical competitions. After assessing my qualities my teachers have chosen me to represent my class at the Student Council. Furthermore, I am an active member of the local Interact Club in which we organize various charity events and exhibitions.

As a part of my additional studies, last year I took up a course in rhetorics, which proved to be an exceptionally valuable experience. Through the debates we carried out, I improved my abilities to express my ideas clearly and concisely and learnt to think "out of the box". In my view, these are the vital skills without which no manager could achieve success in the constantly evolving world of business.

To gain a further insight of the world of finance and business, I've worked for 3 months in an accountancy company as a public relations assistant. Thus, I had the opportunity to grasp the feeling of working in a dynamic and competitive environment. Being perpetually pressured by deadlines helped me realize the actual value of concepts such as responsibility, time management and self-discipline. Additionally, I've been chosen to take part in several conferences and workshops connected to projects under the Leonardo da Vinci Programme, which I believe is a consequence of the flexibility, open-mindedness, and desire to learn that I've proven. There I met experts from a broad range of business related areas and managed to uncover the unique essence of their jobs.

Once I turned 18 I was finally able to realize my long lasting passion - trade at the FOREX market and put to a test my quick wits and decision making at the stock exchange. I had been preparing for that moment for quite a long time by taking an avid interest in financial news, reading specialized literature and researching thoroughly the trends and specifics of the market. Eventually, this established to be an invaluable experience and further fueled my desire to study relevant subjects at a university level.

As a summer job for the last two years I have been an Entertainer at hotels in a nearby resort. What I like about this job is that I can fully express my joyful nature and spread it among the guests. Since we had to prepare lots of dance, comedy and guest-orientated shows I have highly improved my ability to work as a part of a team and have had the chance to put to action my acting skills.

All the versatile hobbies and sports I've been involved in such as web designs, Photoshop graphics, karate, swimming and football have boosted my endurance, developed my mentality and made me more passionate about everything I do.

In the light of all this, I am positive with my decision to continue my education in business and finance related disciplines in which I will be able to fully expand my enthusiasm and potential for learning.

Profile info

This personal statement was written by Mitev for application in 2009.

Mitev's Comments

So far I have offers from: Manchester - International Business, Finance and Economics Aston University - International Business and Economics University of Essex - Financial Management

Still waiting for the offers from: University of Exeter - Economics and Finance University of Southampton - Economics and Management Sciences

I'll be happy to receive some feedback. Feel free to comment, criticize etc. :)

This personal statement is unrated

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Mon, 14/11/2011 - 15:34

can you please send me email address, i need to know a few things. Thank You

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Save money as newlyweds: First comes love, then comes finances

Determining goals, establishing a budget and discussing debt are all important topics to cover when talking about finances as newlyweds.

Divorce attorney Vikki Ziegler discusses the harm financial ‘secrets’ could have on your marriage

FOX Business’ Lauren Simonetti took to the streets of New York City to get people’s take on the recent Bankrate survey that revealed 40% of Americans who are married or living with a partner commit ‘financial infidelity.’ 

After the wedding and honeymoon bliss wears off, it’s time to get back to reality.

Money is a topic that requires discussion between you and your partner, hopefully before nuptials take place. Finances can be a huge point of contention between couples, so it's important to establish a plan early on about how you both, as a married couple, are going to deal with money. 

Money is also often an awkward topic between partners, but it's vital to be honest with each other through financial conversations. After all, 44% of couples argue at least occasionally about money, according to Bankrate.

Below are tips to follow as newlyweds to help you navigate through the sticky situation of finances. 

Discussing finances is a difficult, but important conversation to have with your spouse. (  / iStock)

WHEN SHOULD I START SAVING FOR MY WEDDING?

• Put the discussion of money out there
• Determine your long-term and short-term financial goals
• Figure out how you are going to save as a couple
• Create a budget
• Adjust finances when necessary

1. Put the discussion of money out there 

When you sit down with your partner to talk about finances, put it all out there. Be 100% honest with each other, so there aren’t any surprises down the line. 

One important topic is debt. This includes everything from personal loans, credit card debt and student loans. Figure out how much you both have and come up with a plan on how you will pay it off. 

Also, talk about your spending and saving habits. What do you spend a lot of money on? Do you consider yourself a spender or a saver? How much money have you already saved? Do you have a retirement plan in place?

2. Determine your long-term and short-term financial goals 

Establish the goals that you have together, short- and long-term. 

If you have outstanding debt, one goal is probably going to be to get that paid off as soon as possible. Maybe you want to save for a down payment for a house. Do you have an emergency fund set up yet? If not, maybe one of your first goals is to get that funded. 

You can also talk about short-term money goals. This includes things like saving for a vacation or maybe a new vehicle. 

WHAT IS FINANCIAL INFIDELITY IN A MARRIAGE?

When talking about finances with your spouse, be open and transparent about things like debt and your own personal spending habits. (  / iStock)

3. Figure out how you are going to save as a couple

There are three different ways you can handle finances together. The first is doing everything jointly. The second is keeping your finances completely separate and the third is a combination of both.

Today, 43% of U.S. couples who are married, in a civil partnership or live together have only joint accounts, according to Bankrate. 

Thirty-four percent of couples have a mix of joint and separate accounts, according to the source, and 23% have completely separate accounts. 

PUTTING YOUR MONEY WHERE YOUR MARRIAGE IS: THE BEST FINANCIAL PRACTICES TO ENRICH YOUR RELATIONSHIP

The stats do show that keeping money separate as a couple is an idea posed by younger generations, with 69% of millennials keeping separate accounts, according to Bankrate.

How you and your spouse plan to handle your finances is a personal decision. Some, like Dave Ramsey, for example, believe that when a couple is married, their money should get married too, and all income should go into the same pot.

Others would rather keep things separate, although this does pose difficulty when bills and children come into play. 

Certain couples find value in a combination of both ideas.

For most couples, individuals won't have the same debts and income, which can quickly create financial imbalance and hostility towards one another. 

That is why it's so important to talk through all of these options with your partner, and determine what is best for you during the stage of your life that you’re in. Remember, you aren’t stuck to one way of doing things forever. If the method you choose isn’t working, you can always change things. 

That said, lumping everything together still remains the most popular option. 

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4. Create a budget 

Creating a budget is a great way to keep you on track with your goals and see spending habits clearly.

Whether you’ve made a budget before or not, creating one with your partner for the first time is a new experience. Even if you’ve made one as a single individual for years, it’s going to look different now that you’re married. 

When creating a budget, key things to consider are your combined income, expenses and saving plans.

Revisit your budget monthly to make sure you are on track with your goals and to make any necessary adjustments. (  / iStock)

Once you know your combined income, list out all of your expenses, including bills as well as debts that you need to pay.

Then, don’t forget to also include how much you want to save from month to month. A popular budgeting method for couples and individuals is the 50/30/20 rule, where 50% of money goes toward needs, 30% toward wants and 20% to savings. 

5. Adjust finances when necessary

An initial money conversation is great, but it should not be the only one you have. Check in with each other on a monthly or bimonthly basis to ensure changes are made and points are heard. 

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Make any adjustments you need to make in order to maintain a healthy relationship with your significant other and your finances.