strategic reviews, ad-hoc analysis), Responsible for outlook and budget processes, including working with businesses, finance and other supporting functions to manage targets, timetables, documentations and identifying risks / opportunities, Perform financial analysis and provide insight to senior management with the goal of improving business performance (e.g. To present yourself as . Based on related analytical insights, develop and deliver recommendations/options to Senior Management, Utilize financial modeling to support the organization in the evaluation of economics surrounding strategic and operational business activities utilizing concepts including IRR, NPV, payback, and risk adjusted impacts, Assist with the timely execution and delivery of financial information and all related support relevant to the Company's FP&A calendar and quarter-end close processes and procedures, including: monthly actual/forecast/variance analysis of revenue, gross margin, capital and all other expenditures, multi-year financial plans, as well as all necessary financial information to support Executive Staff and Board financial presentations, Initiate/support process and control improvements for increased efficiency and effectiveness of data, Maintain highest integrity with regard to the Company's financial accounting and reporting policies; strong partnership with Accounting team on same, Improving awareness for Waddell & Reeds financial planning process, products, tools and resources, Increasing the effective use of our financial planning and investment tools in closing sales opportunities, Providing sales strategies, selling techniques and closing methods to field sales force, Delivering outstanding customer experiences to our field sales force, BA/BS degree (preferably in a related field such as business, finance, financial planning or management), Series 7, 66 (or 63 and 65), Life, Health and Variable insurance licenses (or obtained within 6 months of hire), 6+ years of financial services industry experience, 1-3 years successful team management experience preferred, Proven ability to provide effective management and leadership to internal sales teams, Experience maintaining contact relationship management systems, Ability to handle multiple tasks effectively, Experience training people individually and during group presentations, Prior experience supervising a sales or sales support team, Solid knowledge of financial planning process, related software programs, tools and resources, Other professional designations or advanced degrees like (MBA, MSM, MFP, CFP, ChFC, CLU, etc. Using tax and investment strategies to develop financial plans for businesses, organizations or individuals. Willingness to handle multiple tasks simultaneously and changing priorities, Multifunctional experience in Finance, including, but not limited to, Cost accounting, Revenue mapping, Treasury, Controllership, Desire to drive continuous process improvements, Demonstrated analytical and critical thinking skills, Need to be confident with the ability to persuade and influence others, Results oriented Autonomous and self driven with an act as owner mentality. This includes monitoring departmental costs ; managing cost allocations and recharges. Write a convincing summary for Financial Advisor resume The first step in your job application is to submit a professional resume. Earned numerous awards, including Rookie of the Year, Top Producer of the Year, Trainer of the Year (twice) and HEART, awarded to the salesperson who best exemplifies the total package of expertise, knowledge, humor, and caring attitude. Worked closely with admissions and career advisors to ensure students completed degree programs. Thank you very much for your time. Template 2 of 3: Financial Aid Advisor Resume Example Financial aid advisors work specifically in academic settings, meaning you'll need to have (or build) an understanding of student loans, scholarships, and grants. Providing solutions, communicating risks and opportunities to key business partners, Financial results that maximize sales, inventory, and bottom line profitability, Learn and become proficient in relevant Planning systems, Develop monthly vendor, financial class, and departmental pre-season plans for sales, markdowns, receipts, markups, gross margin, stock, and all financial metrics by channel and execute in PACE planning system, Project in-season operating forecasts through the official monthly ROF process for all financial metrics. Collaborate with subject matter experts, provide quality financial analytics and exercise judgment to drive optimum solutions for complex issues. For more advanced questions, be able to research solutions and/or work with other department members or specialists to find an answer, Be familiar with various planning documents, including account statements, annuity contracts, Social Security benefit estimates, life insurance policy documents, tax returns, etc, Help create written articles for clients as well as other professionals on a variety of financial planning topics, Provide internal support for other department members who may be traveling, Bachelors degree in Business or Finance preferred. Expertise in Personal Financial Planning, Investment Performance Measurement, Asset Allocation, and presentation of financial management concepts to clients through consultative and illustrative methods. Providing support to the Financial Planning Lead on the co-ordination, consolidation and presentation of the plan, Supporting the core business units in financial planning activities and acting as key point of contact, Preparing and consolidating financial forecasts and models as required, Providing detailed analysis and information required by the management team to assess the financial planning implications of the Price Control decision, Ensuring the appropriate allocation of overhead costs across the businesses in line with the rules set out by the Regulator, Working with the commercial team to ensure maximised revenue from unregulated contracts, Developing and maintaining financial reporting to support commercial agreements, Developing and monitoring of financial KPI's, Maintaining data input into financial planning tool, Providing business support for the financial planning tool, Ensuring potential financial exposure on entering new supplier contracts is effectively assessed to minimize financial risk, Providing financial information and support for benchmarking analysis as required, Other duties as required from time to time, Relevant third level degree or equivalent with at least 3 years relevant experience, Proven ability to create and develop good working relationships to facilitate the accomplishment of work goals, coupled with the ability to gain commitment from others, Experience with identifying improvement opportunities, generating ideas and implementing solutions, Have excellent analytical skills and be able to identify and analyse problems and potential improvements, and propose and implement solutions, Ability to set up ongoing procedures to collect and review information as needed, Proactively identifying new areas of learning and using newly gained knowledge and skill on the job, Ability to set own high standards of performance and delivering desired results, Co-ordinate with the Investment Advisors to schedule financial planning meetings and reviews with existing clients, Identify opportunities to protect and enhance clients wealth, Organize and assist in meetings with insurance specialists, Submit applications, monitor & correspond with client & insurance co. through the application process, Potentially investigate all insurance inquiries, Ongoing knowledge of current market activity, Strong financial planning skills including experience preparing financial plans for clients using Horizons and Compass software or NaviPlan, Prepare finance presentations for Senior Management, Quarterly forecast and annual budgeting process, Analyze current and past trends in key performance indicators, Perform ad-hoc financial reporting and analysis on a quarterly, monthly, and or weekly basis, Contribute to the companys overall performance by evaluating processes to drive efficiencies and as well as new projects, Develop financial models and analyses to support strategic initiatives, Analyze complex financial information and reports to provide accurate and timely recommendations to management for decision making purposes, Support Senior Management Team and Departments heads with in-depth analysis, Perform risk analysis regarding new business opportunities, acquisition analysis and other projects as requested by senior management, Minimum of three years experience in finance, forecasting, planning and analysis, Maintain confidentiality regarding employees history to include employment, medical and driving records, Strong interpersonal skills (both verbal and written), Computer literate with a proficiency in Word, Excel (SQL, VBA) and Access, Answer questions related to the firms financial planning system, MoneyGuidePro, Become an expert in all planning functions of MoneyGuidePro, Proactively reach out to existing users of the software, review plans, assist with plan development, consult on plan presentation, help advisors in all aspects of planning (input, prepare advisor for presentation and annual reviews), Market to non-users of financial planning. Excellent communication, influencing and presentation skills at all levels of the organization, including senior executives and external service providers as well as the ability to manage customers expectations, Ability to support efficient decision making by facilitating discussions and meetings and managing expectations, Sound process analytical and problem solving skills, Ability to work efficiently in a global environment and across different teams, Lead, manage & coach a team of associates to deliver quality planning & reporting analytics, Drive the planning, analysis and reporting of budget spend across all Franchise Operations and BU functions, Support and drive functional level budget management and controls through robust budget review routines with LT and Operational budget owners, providing greater business insights & analysis, Lead the risks and opportunity process to support the engagement and discussions with Function Heads and ensure business updates are reflected accordingly in the planning scenarios, Ensure the delivery of all Reporting requirements, including the Dashboards for the operations, plus the management narratives on key movements versus PRE, PY and BP, Drive the financial planning submissions in the BPC Planning tool aiming to simplify and improve the planning & reporting activities, and also support the implementation of the new Global Planning tool in 2017, Lead the Headcount Management process, including Employee Cost Planning (ECP) forecasting - work with HR SBPs to streamline the reporting and management of BU headcount reporting data, Document, maintain and update budget policies and processes and secure alignment with COA, including responsibility for reporting, work with Controls & Compliance on violations and maintaining the functional/cost centre structure, Steward process excellence, efficiency and effectiveness through the application of operational excellence/lean approach, including supporting the development of KPIs, Coordinate the preparation of detailed analytical spend reports to enable Function Heads to continue the focus on Productivity, including the Zero Based Work (ZBW) activities, Other ad-hoc activities including LT reviews, presentations, productivity programs, etc. In Excel, must be proficient with pivot tables, charting, formulas, and be good at working with large data sets, Work closely with our team of Advisors and act as a liaison with various account custodians, Assist Advisors in preparation of financial plans, retirement analysis and ad hoc planning requests from clients, Involvement in pre-meeting activities and assist in follow-up correspondences, Assist in clerical tasks including service requests, account paperwork and various research projects, Accurately updating and maintaining client data in the firms CRM, Helping to analyze new integrations and services that streamline the advisor-client relationship, B.A. Ability to execute quickly as needed, Excellent software program skills, especially Excel Candidate must demonstrate the ability to utilize complex financial software applications in the tracking, modeling and analysis of financial information. To work harmoniously with superiors and subordinates hence fostering team spirit. Guide the recruiter to the conclusion that you are the best candidate for the financial planner job. Resourceful and able to work independently is required, Cantonese/Mandarin language skills required, Knowledge of Royal Bank systems including Sales & Service Platform, RBCNet would be an asset, Actively manage assigned target clients using value-based relationship managed practices, and provides ongoing financial advice leveraged from the client's financial plan, and use of financial planning software. Answer all phones calls from students and staff. Format your resume to be printed on 8.5 by 11-inch paper. Understand the current financial scenario of the clients and analyze their cash flow, Insurance coverage, tax status and retirement plan. Maintain knowledge of regulations affecting function and work with internal departments on compliance issues. Communicate risk and opportunities, Analyze and measure financial results on sales, margin, and receipts to identify opportunity at the vendor, financial class, and department level, Develop What If scenarios and opportunity analysis to recommend and communication action to merchandise strategy and tactics, Develop self complete ongoing professional development and training. Presented and sold appropriate insurance products. Utilizing the Recommendations Letter, communicate appropriate next steps in addressing objectives and concerns from the financial plan, Attend and participate in weekly Wealth Team sales meetings as well as established WFP teleconferences, meetings, and activities, Preserve the confidential nature of clients personal financial data and obtain and share data according to BB&T policies, guidelines, and ethics requirements, Bachelors degree in financial services-related discipline such as Business, Accounting, Trust Management, Banking or Finance, or equivalent education and related experience, Ten years of professional work experience with demonstrated superior competency in area(s) of concentration of which at least seven years is specifically in the financial planning arena, Proven experience with group facilitation, presentations, and public speaking, Strong interpersonal and relationship management skills, Demonstrated proficiency in basic computer applications such as Microsoft Office software products, Enrollment in a CFP Board of Standards Registered Program - Bachelors, Masters, PhD, or Certificate, Strong communication, verbal and written, skills, The ability to give and receive candid feedback, The ability to push yourself harder than others push you, Market and sell fee-based financial planning services using established procedures, methods, and practices. Involved in developing integrated wealth management solutions per clients specific goals. Seeking position at Resnick & Sheckley Financial Services. Open with a strong financial analyst resume summary. Communicate results and concern on financial matters, Ensure USG Government Sarbanes Oxley compliance, UTC Financial Manual and other compliance matters, Standardize and monitor initial banking controls and requirements, Transfer best practices across global F135 entities, Perform analysis on funding, billing, termination liability, MAMs and EACs, Support the preparation and analysis of monthly contract deliverables used in the project management of the F135 Programs, 5+ years accountancy experience in a commercial environment, Professional qualification in the field of accountancy (ACA, ACCA, ACMA or equivalent), Knowledge of CRM, ERP and Microsoft applications, Experience with budgeting, cost estimation and analysis and fiscal management principals and procedures, Extremely Strong Excel Modelling capabilities, Capable of communicating Financial metrics to senior management, Strong Excel / PowerPoint knowledge required; Essbase proficiency preferred, Highly developed quantitative and analytical skills required, Ability to create and manage complex financial models and communicate the outputs thereof, Candidate must possess strong communication skills and be efficient, organized and highly motivated, 15+ years of financial modeling, planning, reporting and analysis experience, preferably in a product development role, Previous management experience of finance professionals, Excellent analytical, problem-solving and financial modeling skills, Experience in financial services industry, regulated trading platforms and emerging global regulatory regimes, Bachelors degree in finance, business, or financial planning. The planner resume sample incorporates phrases like "problem solver" and "financial planner," reflections of keywords in a job description. Highly skilled in client education, financial planning, and analysis. This includes a Strong Focus on Asset Consolidation, Advice Offer Assessment, Discovery, Planning and Onboarding, Ongoing Relationship and Annual and Life Event Review, Professional team player with strong telephone relationship management skills. Resumes. 10%, Creates and files reports that measure cost savings or productivity from Six Sigma projects. typically acquired through 7 - 10 years of financial advisory/sales experience with High Net Worth clients, Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group, Well-developed relationship management skills and possess the investment credibility to make persuasive recommendations to a sophisticated, knowledgeable and high net-worth client group to achieve assigned sales and asset under management targets, Well-developed knowledge of investment products (e.g., money market instruments, guaranteed investment certificates, short term and foreign currency deposits, mutual funds, government and corporate bonds, CIBC approved fixed income and asset backed securities, discount brokerage, self-directed RRSPs), Very strong interactive/presentation skills sufficient to convey both factual and conceptual information/ideas to clients and the CIBC sales force and to establish and maintain good relationships with clients and colleagues, Well-developed influencing skills sufficient to accomplish significant promotion and negotiation on CIBC's behalf and convince others of the preferred client solutions, Minimum of 5 years experience in financial planning and analysis, including budgeting, modeling and forecasting, Experience in analysis of retail sales, consumer marketing, or G&A finance is a plus, Action oriented individual who can visualize solutions and execute them efficiently and effectively, Personality which thrives in casual, fun, yet demanding work environment, Strong written and verbal communication capabilities with emphasis on communication with senior management, Strong spreadsheet modeling and presentation skills with robust knowledge of MS Excel. Pioneered several excel tracking systems to increase team efficiency and operations, Consolidated clients' financial data and created performance reports for each client meeting, Executed client's money movements such as account funding, wires, transfer, and journals, Prepared taxes for high net worth clients from year 2009 to 2010.

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