Financial Planner Resume Sample

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FirstName LastName
Street Address
City, ST ZipCode, Country
Phone #
Email Address

A challenging career in the field of Financial Planning.
Strong background in financial planning, analysis and accounting procedures.
Experience with taxation and outlook processes.
Proficient in Microsoft Word, Excel, PowerPoint, Outlook Express, MS Exchange, Adaytum, SAP, Hyperion, Magellan, ATTRA and eVisible.
The University of Phoenix, Phoenix, AZ
Masters, Business Administration
Montclair State University, Upper Montclair, NJ
Business Administration
Concentration in Accounting
Octagon, Inc., Whippany, NJ
1999 - Present
Assistant Planning Manager
• Work with Consultant to assist in the implementation of the DataStream System for Octagon's INS Business Units.
• Aid in the coordination of the planning process and communicate with all necessary members of the INS Organization as the planning cycle evolves.
• Input plan data into the DataStream planning system.
• Update and maintain cost centres on the DataStream Web site.
• Completion of various reporting and analysis requests from Corporate and INS business managers.
• Analyze various assessments from Octagon's business partners to ensure interlock.
• Re-distribute assessments through AIV to appropriate INS business units.
• Coordinate, arrange and track budget transfers and input information into the ATV system.
• Create and maintain headcount, variations and budget transfer reports.
• Serve as liaison between the Corporate office and INS CFO.
Octagon, Inc., Whippany, NJ
1997 - 1999
Accounting Specialist
• Composed, examined and recorded financial data for Lucent acquisitions.
• Furnished financial/analytical support to Product/Market Units and Corporate office.
• Responsible for performing accounting and analysis projects as requested by the Regional Manager.
• Promoted to Assistant Planning Manager.
Octagon, Inc., Whippany, NJ
1996 - 1997
Accounting Associate
• Completed various Securities and Exchange Commission reports.
• Analyzed activity for numerous Balance Sheet accounts.
• Completed quarterly reports and requests for Price Waterhouse Cooper's.
• Prepared and analyzed tax data.
• Prepared and analyzed various journal entries.
• Promoted to Accounting Specialist.
Maxwell Management, Warren, NJ
1995 - 1996
Accounts Payable
• Entered vendor invoices into Project Management.
• Posted accounts payable, vendor and associate invoicing.
• Managed purchase order log.
• Processed invoices for payment.
• Coded vendor invoices to the ledger.
• Issued payments/checks.
Alpha Kappa Psi, National Co-Ed Business Fraternity

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Other Financial Planner Resume Sample Info

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