[YOUR NAME], CPA Financial Planning & Analysis Leader [Email] • [Phone] • [City, State] • [LinkedIn URL] =============================================================================== PROFESSIONAL SUMMARY Corporate Finance Manager specializing in FP&A with [X] years driving financial strategy, planning, and analysis for [industry] organizations. Excel at translating complex financial data into actionable business insights. Proven track record reducing costs $[X]M+, improving forecast accuracy [X]%, and partnering with leadership to achieve strategic objectives. =============================================================================== CORE COMPETENCIES Financial Planning & Analysis • Strategic Budgeting • Forecasting & Modeling Variance Analysis • Business Partnership • Cost Management Performance Metrics & KPIs • Executive Reporting • Process Optimization Team Leadership • Systems Implementation • Data Analytics =============================================================================== PROFESSIONAL EXPERIENCE FINANCE MANAGER, FP&A [Company Name] | [City, State] | [Month/Year] – Present Strategic Planning & Analysis • Lead FP&A function supporting $[X]M revenue corporate division with [X] business units • Drive annual strategic planning process including long-range financial planning and scenario modeling • Develop comprehensive financial forecasts with [X]% accuracy rate supporting business decisions • Provide financial insights and recommendations to C-suite executives and board of directors • Analyze market trends, competitive positioning, and business performance identifying growth opportunities Budgeting & Forecasting • Oversee preparation of $[X]M annual operating budget across corporate functions • Implement rolling forecast methodology improving planning agility and forecast precision by [X]% • Coordinate quarterly reforecasting process incorporating actual results and business changes • Establish budget templates and guidelines ensuring consistency across departments • Monitor budget performance delivering monthly variance analysis with actionable insights Financial Reporting & Analysis • Produce monthly financial reporting package for executive leadership and stakeholder review • Conduct deep-dive variance analysis explaining performance gaps and recommending corrective actions • Create executive dashboards tracking key performance indicators and financial metrics • Prepare ad-hoc financial analysis supporting strategic initiatives and investment decisions • Design automated reporting tools reducing preparation time by [X] hours monthly Business Partnership & Collaboration • Partner with business unit leaders providing financial guidance and decision support • Collaborate with operations, sales, and marketing on planning and performance management • Facilitate monthly business reviews with department heads discussing results and opportunities • Support strategic projects including M&A evaluation, capital investments, and new initiatives • Build strong relationships across organization positioning finance as trusted business advisor Process Improvement & Technology • Streamlined financial planning process reducing cycle time from [X] weeks to [X] weeks • Led implementation of Adaptive Planning system improving forecast accuracy and user adoption • Automated routine reporting tasks freeing up [X] hours weekly for value-added analysis • Established financial planning best practices and standardized templates across organization Team Leadership • Manage team of [X] FP&A analysts supporting diverse business functions • Mentor team members developing analytical capabilities and financial acumen • Conduct performance reviews and establish development plans promoting career growth SENIOR FINANCIAL ANALYST [Previous Company Name] | [City, State] | [Month/Year] – [Month/Year] • Developed detailed financial models supporting strategic planning and capital allocation decisions • Performed variance analysis identifying $[X]K cost reduction opportunities • Supported annual budgeting process for $[X]M corporate budget • Created board presentation materials and executive briefings on financial performance • Collaborated with IT on system enhancements improving data accuracy and reporting efficiency • Improved forecasting process reducing errors by [X]% through enhanced methodologies FINANCIAL ANALYST [Earlier Company Name] | [City, State] | [Month/Year] – [Month/Year] • Analyzed financial results and trends providing insights to management • Assisted in budget preparation and monthly forecast updates • Prepared financial reports and presentations for department leadership • Supported ad-hoc analysis and special projects as needed =============================================================================== EDUCATION Bachelor of Science in Finance [University Name] | [City, State] | [Year] [Honors, GPA if above 3.5 and recent] =============================================================================== CERTIFICATIONS & LICENSES Certified Public Accountant (CPA) | [State Board] | [Year] [Additional certifications if applicable] =============================================================================== TECHNICAL PROFICIENCIES Planning Systems: Adaptive Insights, Anaplan, Hyperion Planning, Prophix ERP Systems: SAP S/4HANA, Oracle Cloud, NetSuite, Microsoft Dynamics Analytics: Advanced Excel, Tableau, Power BI, SQL Other: QuickBooks, Sage Intacct, Bloomberg Terminal, FactSet =============================================================================== PROFESSIONAL AFFILIATIONS • Financial Executives International (FEI) • Association for Financial Professionals (AFP) • American Institute of CPAs (AICPA)