Saturday, September 22, 2012

Sample Financial Planner Resume

Objective:
Highly competent, motivated, and
results-driven senior management
professional offering broad-based
experience in budgeting, forecasting,
and financial planning and analysis
complemented with strong educational
foundation. Demonstrate exceptional
ability in developing effective
strategies and plans to automate process
and continuously improve cost savings
opportunities. Offer high-caliber
expertise in establishing productive
relationships with diverse clients and
companies by providing innovative
solutions as well as in addressing
organizational development needs.
Possess keen eye for detail; enjoy
challenges and able to multitask in
fast-paced, fiercely competitive
environment. Display proficiency in
Microsoft Office Suite: Word, Access,
Outlook, Excel, and PowerPoint. 


Experience:
EMPLOYMENT HISTORY

MORGAN STANLEY - NEW YORK, NY: 2005–
PRESENT
Senior Manager–Corporate Finance
Jan 2012–Present
Direct and coordinate day-to-day
operational aspects of the business
focusing on expense analysis to the
firm’s administration and company
management functions with annual spend
of $850M. Complete and deliver
comprehensive monthly financial
PowerPoint presentations for senior
finance management and the Chief
Administrative Officer for transparency
of expenses, allocations, and headcount.
Vigorously participate in administering
the firm’s expense initiative to reduce
non-compensation expenses. Provide
expert oversight in the accounting of
the firm’s insurance policies, including
amortization. Spearhead and mentor two
employees to develop their competencies
in performing month-end close process.
Maintain frequent interaction with
department leads for quarterly expense
reviews and discussion of savings
opportunities and close monitoring of
their business. Regularly interface with
clients and department leads to meet
their requirements and provide a macro-
based Excel template that complete their
non-compensation expenses; upload the
template in an internal application.

Notable Achievements:
- Played a vital role in the
yearly budget and quarterly forecast
processes in partnership with the Human
Resource personnel for compensation
guidance and department heads for non-
compensation expenses
- Facilitated monthly in-person
meetings with department heads and
operation officers to foster positive
working relationships toward fulfillment
of corporate goals and objectives
- Seamlessly automated a standard
monthly reporting onto a web-based
platform for all departments that
include an executive summary, detailed
transactional data consolidated into
pivot tables and graphs
- Served as liaison with the HR
Comp Team for compensation assumptions
for a specified headcount population
- Completed research and report
variance drivers versus previous
scenario, from both the expense and
allocation perspective

Manager–Corporate Finance Jan
2008–Dec 2011
Accurately entered relevant financials
of the Smith Barney Joint-Venture onto
the MS platform. Reviewed financial
reports relative to budget and forecast
for compensation, direct, and allocated
expenses. Supported the monthly
compensation forecast through the
guidance of the Human Resource
Department.

Notable Achievements:
- Drove all efforts to prepare
detailed financials outlining incurred
expenses and ad hoc reports
- Earned distinction in managing
monthly compensation projections
globally including: salaries,
discretionary bonus, severance, pension,
employer taxes, and other fringes
- Entrusted in posting the general
ledger entries for expense
reclassifications and quarterly/year-end
accruals

Analyst / Associate–Corporate Finance
May 2005–Jan 2008
Responsible for all Asset Management
payments while ensuring on-time
completion of expense reports.
Facilitated various training classes on
departmental policies and procedures for
a staff of 15.

Notable Achievements:
- Presided over the initial six-
week phase of intensive training in
Budapest Hungary for a staff of 25 in a
deployment project
- Initiated the development and
implementation of the firm’s expenses to
an automated electronic universal feed

THE UPS STORE - STATEN ISLAND, NY
Manager / Senior Manager–Corporate
Finance Apr 2004–Apr 2005

Rendered high level of assistance in the
initial startup-up phase of a family-
owned business. 


Education:
EDUCATION

MASTER OF BUSINESS ADMINISTRATION (MBA),
Concentration in Management, GPA 3.5
- Wagner College, Staten Island, NY

BACHELOR OF SCIENCE IN BUSINESS
ADMINISTRATION (BSBA), Concentration in
Finance, GPA 3.2
- Wagner College, Staten Island, NY


Affiliations:
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Skills:
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Additional Information:
ACTIVITIES

Club Secretary: 2010–Present, Esquire
Men’s Golf Club
Member of Division I Golf Team: 1998–
2002 | Captain: 1999–2002, Wagner
College


Provided by OneBuckResume.

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