Financial Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the financial 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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D Sipes

Darrel

Sipes

9639 Clovis Court

New York

+1 (555) 791 7745

9639 Clovis Court

New York

Phone

p +1 (555) 791 7745

Experience Experience

Philadelphia, PA

Financial

Philadelphia, PA

McDermott, Hansen and Hoppe

Philadelphia, PA

Financial

Work closely with Senior Management and help impact business
Checks and controls over WM APAC management report production work
Escalate and report issues to management or other relevant stakeholders on a periodic basis
Provide support for future enhancements and upgrades
Maintain employee data changes and workflow (for expenses and general ledger)
Perform other duties and participates in special projects as assigned
Assist with audits as necessary

Boston, MA

Group Financial Controller

Boston, MA

VonRueden Group

Boston, MA

Group Financial Controller

Reviewing and analyzing new business opportunities and potential start ups. Working closely with the group function to provide in depth due diligence
Manage and drive improvements in reporting structure and reporting processes
Responsible for quarterly management reporting to MCI Chairman and MCI senior management team
Work with IFRS and develop competencies to challenge and implement new IFRS standards
Development and implementation of process improvements within EMEA and across the LLP
Developing and improving the tools and processes of reporting and consolidation of the Group
Delivery of high quality management information

present

Houston, TX

Financial Senior Analyst

Houston, TX

Sauer, Grady and Okuneva

present

Houston, TX

Financial Senior Analyst

present

Perform ad-hoc analysis and reporting to assist decision making
Contribute to team innovate and improve (continuous improvement) projects
Perform monthly and ad hoc reporting to Program Office (PO), KP-IT management and KP-IT finance community in an accurate and timely manner
Financial reporting, analysis, and management of provider incentive programs
Providing detailed financial analysis to internal and external customers on a regular and an ad hoc basis
May perform one or more of the following duties
Liaison with UTAS FP&A, ES General Managers, Site Controllers and their staff on business issues

Education Education

Bachelor’s Degree in Finance

James Madison University

Bachelor’s Degree in Finance

Skills Skills

Solid knowledge in Microsoft Office, namely Excel; VBA knowledge is a strong
Excellent knowledge of Excel and VBA, C++, C#, Matlab, Java programming languages and data interfaces
Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow
Ability to be detail oriented and accurate
Strong attention to detail
Strong knowledge of Software company’s business processes and best practices
Ability to be self-motivated, business oriented, flexible, and accountable
Strong understanding of life and annuity insurance products, including specific product knowledge of indexed deferred annuities
Strong attention to detail and accuracy
Responsible, reliable, dedicated and accountable

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Financial Plan Specialist Resume Examples & Samples

Business Degree or work related experience
1-3 years securities industry or related experience; prefer 2-3 years of securities sales experience
Able to obtain NASD Series 7 and Series 63 within 6 months; able to obtain Life & Health Insurance Licenses within 12 months; willing to also work toward NASD Series 65 or 66 and Certified Financial Planner designation

Financial Products Specialist Resume Examples & Samples

Develop knowledge and provide support on all bank deposit, cash management, and other financial products
Achieve subject matter expertise and be regarded as expert in supported services/products; including competitive positioning, best in class user experience, top competitors etc
Assist in the management of bank contracts including monthly correspondence with banks to meet contract obligations
Establish relationships with Financial Advisors by responding to inquiries and monitoring client feedback
Assist in developing objectives and determines method of gathering data for market research
Contribute in providing pricing and product refinement recommendations to management based upon market research, analysis, and knowledge in an effort to improve competitive position of bank deposit and cash management products
Support in collaboration with vendors, product managers and stakeholders to support initiatives
Assist in the creation of management presentations and support the preparation of governance reporting and routine status reporting and KPIs
Assist in ensuring the accuracy of the Potential FDIC Exposure Report and collaborate with the FDIC for proposed solutions
Maintain and modify existing models as directed
Coordinates resolutions for issues that arise from daily settlements and operational issues for key financial products and services including the FDIC, Bank Deposit Program, and other strategic programs
Document policy and procedures and adherence to required documentation
Basic level understanding and interest in financial markets and products; Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry
Basic level understanding and interest in banking products
Analytical ability to provide insight into links in information and ability to communicate key points
FDIC and application to client inquiries
Basic principles of finance and banking
Basic knowledge of Microsoft Word, Excel, PowerPoint, SharePoint, and Vizio
Building project plans and creating/maintaining project management tools
Creating and updating project schedules using automated project software
Exercise initiative and problem solving skills to independently resolve issues
Structured, logical and creative thinker, with a willingness to challenge the status quo
Establishing working relationships with the business unit(s) represented
Organization of documents and maintenance of department SharePoint site
Performing market research, developing product specifications and incorporating requirements into planning processes
Analyzing and presenting research results
Identifying and explaining trends
Managing the dissemination of product communications
Excellent communication skills both written and oral, must be comfortable working with people at multiple levels
Gather, organize, and evaluate information
Prioritize, determine tasks and resources, schedule, and leverage resources in order to stay focused and meet or exceed deadlines
Take action to meet customer needs and concerns
Communicate time frames, gather appropriate information, and evaluate results
Speak clearly and concisely, and convey information clearly and effectively through oral or written communications
Understand and educate customers while building collaborative relationships
Self-starter with a ‘can do’ attitude, high energy and ability to prioritize, take ownership and drive projects through to completion
Partner with multiple partners across the organization to accomplish departmental goals
Detail oriented while remaining focused on the global perspective
Bachelor’s Degree in Accounting/Finance (or distinguished academic status)

Associate Global Real Assets Financial Resume Examples & Samples

Fair knowledge and understanding of the IFRS reporting
Debt & Swap Fair valuations & Mark to Market calculations
Reviewing and approving funding requests
Support senior level (MD) financial controllers in onshore
Qualified CA - with minimum of six years of relevant work experience preferably in IFRS reporting
Experience in review of Financial statements and Variance analysis
Proficient to advance usage of MS Office applications. Good Excel skills (i.e. data manipulation, Macros, v-lookups, array formulas, pivot tables) and MS PowerPoint
Exposure of working in a global set up

Am-gim-financial Intermediary Liaison Resume Examples & Samples

2 to 3 years related industry experience
Series 6 or 7 FINRA licensed
Excellent verbal and written communicationsskills
Ability to work a self starter and team player, ability to thrive in multi-tasking environment
Understanding of the Sales Channels and goals
Working understanding of National Securities Clearing Corporation and its productoffering
Strong judgement and Decision making skills
Ability to travel overnight

Gwm-banker, Financial Sponsors Group Resume Examples & Samples

Responsible for sale and implementation of investment, banking and trust/estate products to core clients
Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced
Build trust with clients and effectively manage relationships
Ensure that the proposed products and services maximize the clients' needs, goals and objectives
Provide guidance to junior staff
Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
Connections within Private Banking core client space and professional centers of influence
Coachable professional with good "business sense" and an energetic/dynamic personality
Strong relationship management and team building skills; views team concept as critical to model

Kapital Financial Developer Resume Examples & Samples

MCA/BTech(CS or IT)
Should have at least 4-5yrs of development experience in any Object Oriented language
Should know Smalltalk and have worked on any IDE VisualWorks/VisualAge/Dolphin etc for at least 2yrs
Background of Investment banking will be an advantage

VP, Financial Sponsors Group Resume Examples & Samples

Required: 3 years of Associate- or Vice President-level investment banking experience in sponsor coverage, M&A, leveraged finance, or industry coverage
Preferred: Experience executing transactions with financial sponsors
Required: Strong interpersonal skills; desire for significant client and transaction responsibility; ability to understand complex financial products; proven analytical ability and attention to detail; superior written and oral communication skills
Preferred: Demonstrated leadership skills; success working in a fast-paced, team environment; mentoring and coaching experience; strong knowledge of investment banking, private equity investing, debt and equity capital markets, and/or financial products
Required: BS/BA
Preferred: Degree from leading MBA program; Series 7, 63, 79

Financial Controller NBC Universal Global Networks Latin Resume Examples & Samples

Qualified (CPA) accountant with at least 7 years of relevant accounting experience
Prior SAP experience or other ERP system essential
Experience in controllership / reporting and monthly close processes
Experience of accounting in multiple currency environments, and strong understanding of implications of foreign currency transactions on both the income statement and balance sheet
Strong communication and interpersonal skills to effectively interact at all levels of the organisation
A very high standard for accuracy of reporting and consistency of control
Highly energetic and able to work to tight deadlines
Comfortable working in a dynamic changing/growing environment: ability to prioritise and manage multiple projects
Pro-active & solution focused
Team player with a strong work ethic
Good Excel skills
US Corporation and Entertainment Industry experience advantageous
Experience of working under US GAAP
Understanding of media sector preferred but not essential
Spanish speaker preferred but not essential

VP-global Markets Financial Resource Management Resume Examples & Samples

Initially responsible for day-to-day activities such as report product and automation
Acting as Secretary to the Financial Resource Management Committee (FRMC)
Working in close collaboration with IT, GRM and Finance as part of a project plan to deliver automated reporting of Financial Resource metrics over the coming months
As experience and product knowledge develops, there will be increasing exposure to business areas, clients and strategy as the desk evolves from production of metrics to more active resource allocation and management

Financial Processing Administrator Resume Examples & Samples

Pre-screen, prepare and input all financial and various non-financial transactions by standard cut off times. Includes but is not limited to: account set-up; redemptions, purchases, switches, non-complex NIGOs (Not in Good Order), direct trade and wire order placement and settlement
Monitor and clear BPM (i.e. imaged)items within Service Level Agreements(SLA)
Apply all quality control procedures
Reconciliation and settlement of daily trades
Daily deposits and cheque processes
Update Stats Tracker/Issue Log as per Department guidelines
Message all accounts where unusual actions have occurred
Audit Transactions, question procedures, suggest improvements to processes and give accurate feedback to team members to help reduce errors and ensure a high accuracy rate
Communicate effectively with both internal and external client groups
Work with Manager to update Desk Operating Procedures and other tasks as assigned
Strong technical and analytical skills in running/debugging various applications and macros
Post Secondary Education, preferably in Business or Finance
2 years experience with in a Mutual Fund Company or Financial Institution
Completion of the Mutual Funds Operations Course
Must possess excellent communications (written & oral) skills
Strong working knowledge of Microsoft Office applications such as Word, Excel and Access

Financial Mortgage Modeling Associate Resume Examples & Samples

Develop next generation and maintain existing prepayment models using statistical tools
Work with other members of FMG to implement production quality models. Verify that newly implemented models tie to prototyped models
Directly communicate with BlackRock desk and BlackRock Solutions’ clients regarding model factors, forecasts, performance, and security valuation implications
Prepare presentations and present model content to clients
Review all model related reports and provide commentary including forecast error reviews. Be proactive regarding required model enhancements. Instruct users how to use models effectively
Recommend dial sets when particular coupons or vintages generate large forecast error
Produce a monthly write-up regarding model performance, prepayment trends, and relative value. Present to clients and desk
Assist mortgage research in developing rich/cheap models for MBS strategy platform
Manage research analysts on specific projects. Identify and ensure adequate and appropriate resources are assigned to successfully complete projects on a timely basis
Assist colleagues in testing and reviewing new models

Onemain Financial Resume Examples & Samples

Experience working in a customer service related environment
Experience in multitasking and working to achieve challenging goals
General industry knowledge – have a general understanding of industry rules and procedures (e.g. lending processes, collections practices, accounting, etc.)
Willingness to work flexible hours which may include some Saturday hours

Financial Rep Analyst Resume Examples & Samples

3 to 5 years Production Support experience
3 to 5 years of application experience or equivalent, including delivery of innovative software, and development and implementation procedures and business solutions to support a large diverse environment on a corporate wide and global scale
Relational database design knowledge, including strong SQL skills
Proficient on PeopleSoft EPM Release 9.0 and higher
Knowledge of PeopleSoft EPM Security structure workings
Experience with ETL
Experience with Oracle 10g
Experience with HP QC testing software
Essbase strongly desired
Very Good Knowledge of Microsoft tools (MS-Word, MS-Excel, Visio, etc)
Knowledge of SDLC and to effectively promote best practices in work
Ability to write Functional Requirements Document
Very good time management skills
Ability to communicate clearly and concisely, oral and written
Must be able to read and speak English fluently

O&t-financial Institution Operations Unit Head Resume Examples & Samples

Ability to work in a structured, high volume, time-sensitive and high-risk environment
Great attention to detail with strong organisational, analytical, problem-solving and multi-tasking skills
Positive attitude and a good learning ability and interest in building, sharing and improving their own knowledge base
Possesses team orientation, interpersonal and communication skills

Financial Data Specialist Resume Examples & Samples

Performing process tasks in the Billing area e.g. vendor charges/costs analysis and control, costs vs contracts validation, accruals preparation, invoices processing
Performing various ad-hoc costs reporting
Ensuring issues in processes are identified, reported and escalated as required
Building relationships and communications within UBS teams and with UBS vendors to ensure quality of service
Designing new processes and reporting as required
Suggesting and delivering process improvements

Business Developer, Financial Intermediaries Resume Examples & Samples

Create and develop long-term client relationships with potential clients or Financial Intermediaries (FIM); strengthen relationships with existing clients
Evaluate the market systematically and act as a catalyst in the development and transformation of existing client
Familiar with regulatory/licensing requirements

Financial Rep Senior Manager Resume Examples & Samples

Manage the work of analysts in the Basel Reporting Operations Wholesale COE in Tampa. Coach and mentor the team through the team leads by identifying training needs and recommending development programs
Manage the support provided by the FRO Tampa Basel Wholesale COE through relevant KPIs, metrics, as well as, constant interaction with Basel Stakeholders. Provide oversight on the Basel Wholesale COE support performed in Manila and San Jose to ensure consistent delivery of the standard Basel Reporting Operations model
Partner with key Basel Stakeholders in Finance and Risk organizations supporting the delivery of broader Citi Basel, Regulatory Capital Reporting initiatives (i.e. GENESIS Integration), as well as regulatory reporting requirements
Aligned with broader Basel Reporting Operations, Regulatory Reporting, and FRO initiative, execute on key actions related to Talent Development, Risk and Control, Re-engineering and Service Delivery. The FRO Wholesale COE Lead should coordinate and provide oversight on related initiatives, activities done in San Jose and Costa Rica to ensure consistency across the Basel Wholesale COE
Coordinate with Basel Architecture Teams to ensure delivery of operational requirements supporting efficient delivery of the Basel Reporting Operations Wholesale model
Manage resource, capacity requirements in order to effectively deliver the Basel Reporting Operations support model, support future scope expansion, as well as, align with FRO/CSS re-engineering, expense reduction requirements
Manage, participate in Internal Audit (IA) and Regulatory reviews (FED, OCC, OTC) impacting FRO Basel Reporting Operations. Qualifications
Relevant experience is required in the following key areas: Basel Regulatory (FFIEC 101), as well as, Regulatory Capital Management reporting requirements specifically on Wholesale Credit Risk Reporting. Experience in Citi-specific reporting infrastructure, as well as, reporting data standards. Experience in Risk Management
Experience in managing an operations unit requiring coordination across multiple regions and business segments
Strong communication skills specifically given the high level of senior management interaction
Bachelor's and/or Master's degree in Finance, Accounting
Experience in implementing and managing an operational process with relevant controls, reporting and metrics is required

Anti Money Laundering Financial Intelligence Team Lead Resume Examples & Samples

Analyze and interpret monthly key performance indicators and statistics to identify operational issues requiring further attention
U.S. AML Management Team and Staff
BMO Harris Financial Group U.S. LE/LOB’s – P&C, U.S., PCG and Capital Markets. Bank Examiners/Auditors
Demonstrated ability to influence others and develop a team environment. Working knowledge of applicable enterprise systems and Microsoft Office Suite

Managing Director, Financial Structuring Resume Examples & Samples

10+years of relevant experience in negotiating and structuring financial transactions
Minimum of 10 years of financial services industry experience in a corporate lending environment with solid achievements in developing business
Experience with complex credit transactions including Cross border, Syndication, and Capital Markets, Equity and Subordinated Debt
Excellent knowledge of the bank’s financial solution products and services
Credit Qualified with Limits (in depth) – Sub Debt, Equity and Risk Based Limits
In-depth understanding of Financing Guidelines, Commercial Lending Process, and supporting processes and technology
Education- CA/MBA/CFA

Financial Statement Accountant Resume Examples & Samples

Preparing full financial statements including balance sheet, income statement, statement of changes, cash flows, schedule of investments and footnote disclosures
Performing audit coordination by reviewing and providing appropriate supporting documents such as the interim audit and year end audit packages to the auditors and participating in audit calls
Financial Statement training and development
Strong knowledge of accounting concepts and current accounting principles
Knowledge of the recent accounting pronouncements including ASC820, ASC815 and ASU 2011-11
Professionalism and responsiveness during interaction with auditors for funds
Working with various products including bonds, swaps, CDOs, ABS, equities, options, FX, repos, and futures
Four year degree in accounting required
CPA or CFA candidate a plus
4-6 years previous accounting and supervisory experience required
Previous industry with financial services hedge funds/fund of funds
Willingness to learn new systems, concepts and broaden knowledge in the industry
Individual who takes initiative and ownership of assigned responsibilities

SF Financial Resume Examples & Samples

Minimum of one year successful sales experience in a salary plus incentive environment with individual sales goals where you routinely met or exceeded defined goals and accountabilities
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Demonstrated leadership and assertiveness

Financial Plaza Resume Examples & Samples

Ability to work within established policies, procedures and guidelines
Identifying customer needs and referring financial products and services
Consistently seeking to delight our customers and delivering exceptional customer service with a positive attitude
Building customer loyalty; establishing customer relationships through courtesy and friendliness, including addressing each customer by name
Contributing to a positive team environment in the banking center through teamwork, team spirit and coaching
May be required to work Saturdays and or extended hoursQualifications
Minimum of six months customer service experience
Previous experience with cross-selling, upselling, and/or referring products
Previous banking/financial services/teller experience

SF Financial Resume Examples & Samples

BCM II ensures customers needs are met by executing lobby leadership
A minimum of three years recent experience leading, managing, motivating, and developing a team, including sales associates, to meet and exceed assigned goals, within a goal based and/or results driven environment
Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction
Ability to effectively manage multiple responsibilities and priorities
Pass pre-employment assessments

SF Financial Resume Examples & Samples

Responsible for assisting the manager with resource management, operational excellence, managing partnerships, associate development and proficiency, building and retaining customer relationships
Maintain the highest level of customer service in all actions and interactions
Treat all customers equally and fairly
May be required to work weekends and/or extended hours and regular reliable attendance is critical.Qualifications
A minimum of two years recent experience leading, managing, motivating, and developing a team, including sales associates, to meet and exceed assigned goals, within a goal based and/or results driven environment
Operations, Risk and Compliance experience, preferred

Group Financial Reward Analytics Director Resume Examples & Samples

Provide direct ad-hoc support to the Reward and Performance Director covering a wide range of reward issues from a financial and analytical perspective
Work with their team to design, build and maintain analytical tools to enable clear and prompt support to Barclays’ senior leadership
Be aware of and able to support other work being undertaken across the Group Reward Analytics team
Strong focus on client service
High degree of technical competence in Finance and an analytics role: questions, challenges and constantly improves MI
Ability to leverage effectively across multiple areas and teams within the organisation
Ability to design, carry out and interpret analysis from large data sets into simple, clear messages
High proficiency with Microsoft Excel
Execution focussed – gets things done
Delivers significantly on quality – sometimes within very tight time-frames
Drives to achieve stretch objectives
Quality, high standards & controls
Team-player, collaborative
Experience of working with senior executives
Experience of working in a complex, multi-business organisation and sufficiently politically sensitive/astute
Highly organised, high attention to detail, accurate and meticulous
Prior experience in a Reward analytical/financial role, ideally in a complex global company (FTSE 100 or equivalent)
Ability to assimilate and communicate complex financial data to support business decision making
Ability to acquire skills quickly to interrogate systems e.g. SAP, Access and provide clear information for use by management
Experience of banking remuneration
Experience of working in a technical team operating in a fast-paced environment

Internships Financial Shared Service Center Resume Examples & Samples

Support team in day to day business
Participate in project meetings
Support documentation of new processes/setup in SAP
Support team members in preparation of the future setup of SAP CO-Objects and SAP Chart of Account
Maintain changes in the system for CO-Objects, CO hierarchies and COA

VP, Financial P & A Lead Analyst Resume Examples & Samples

Bachelor's degree in Accounting, Finance or Business Administration, professional accounting certification and/or MBA preferred
At least 7 years of relevant experience in financial services, preferably in a large complex organization with responsibilities across multiple businesses and geographies
5 years of proven team management skills
Spanish is a significant benefit

Senior Application Plan Manager Pipeline & Financial Mgmt System for M&A Resume Examples & Samples

Understand the details of the Banking business
Maintain a good relationship with key sponsors
Capture of business requirements and use cases (including screen designs)
Driving requirements through user due diligence and sign off
Partner with developers to ensure requirements are implemented as per specification
Test case validation & some test case writing (although there is an off-shore testing team)
QA co-ordination (some personal testing time will also be required)
Ownership of System Testing (SIT) – testing the development against the requirements specification
UAT Co-ordination (with various user groups across businesses and regions)
Deployment management
Troubleshooting of issues including working with Level 1 + 2 support teams and business users
Demonstrable experience of Business Analysis experience
Previous line mangement experienced desirable
Experience of Financial Services, Debt Capital Markets, Personal Loans, Prime Brokerage, Equities and or securitised products preferred
Previous experience in an end user client facing business analyst role
Previous experience on solution design through client problem statements
University Bachelor degree or equivalent
Proven experience of the full SDLC and the problems faced during the delivery process and have pre-defined but yet flexible tool kit for dealing with such issues
First Class communication and presentation skills
Emotionally resilient
Able to challenge requirements made by the business as well as design decisions made by developers
Well rounded technologist

Financial Controller Analyst Resume Examples & Samples

Responsible for the timely and accurate booking and reconciliation of hypothetical taxes for employees on international assignment
Working as part of a team to produce compensation related statutory account disclosures for the a number of the groups EMEA subsidiary legal entities reporting under UK GAAP, IFRS and Irish GAAP
Reconciler responsibility for certain 3R’s balance sheet and P&L accounts related to the above mentioned processes, reporting variances and issues to management on a monthly basis and resolving issues and queries that arise
Interaction with management reporting and legal entity controller groups across both infrastructure and business unit areas, responding to queries and providing support for and analysis of compensation movements for monthly infrastructure and BU P&L reporting
Liaison with a variety of groups and individuals (including payroll controllers in the US, Far East and within all European regions, HR, legal entity controllers, accounting policy and tax groups) in agreeing payroll policy, changes in processes, discussing payroll related issues and rollout of changes to payroll systems
As part of the team would have input on technical accounting questions and issues related to compensation areas with particular focus on UK v US GAAP reporting requirements
The successful candidate should be able to demonstrate a rounded commercial approach to controllership and reporting, with proven skills in chasing issues through many layers to discover root causes, and be confident in managing relationships across a wide variety of stakeholders and business areas
Ability to manage work load effectively, develop practical solutions to problems whilst balancing multiple issues and priorities appropriately
Previous experience dealing with compensation accounting is an advantage combined with systems experience of Filegate, 3Rs, Omega and GPS
Able to build good relationships with stakeholders and manage projects which impact a variety of business and finance areas
Have the flexibility required to work in a dynamic environment under tight deadlines

Financial Controller Croatia Resume Examples & Samples

Manage monthly financial reporting for adidas Croatia to adidas Group
Support the management of company’s P&L: assist in controlling cost, ensure profitability targets are met, support business decisions with insightful financial analysis
Drive and support planning processes: provide analysis, ensure accuracy and data consistency of the forecasting process as well as Sales and Opex budgeting process
Assist in various financial projects, demonstrating judgment and thorough understanding of the business
Support financial audit and credit control process
Ensure compliance with Group policies, statutory and tax legislations and reporting requirements
Fluency in Croatian and English
Experience of work in SAP and advanced use of Excel
Excellent knowledge of IFRS
Excellent communication and organizing skills, Analytical mindset balanced with business understanding
Bachelor’s degree (B. A.) in Finance/Accounting/Economics
Post graduate studies, Advanced business degree, MBA or ACCA will be considered an asset
Minimum of three (3) years of relevant experience, preferably within a multinational environment

Bloomberg Intelligence Financial Regulation Senior Analyst Resume Examples & Samples

Identify, prioritize, research, and track key regulation and legislation for the financial services industry; maintain them in the form of watch lists
Analyze this and related content (e.g., significant enforcement actions) for trends, impact, implications and expected next steps
Facilitate research and analysis between all relevant Bloomberg analysts, including those at BI, BGOV and BNA
Collaborate with peers in other geographies to compare and contrast financial regulation across major regions
Author and co-author summaries on watch lists items and related actions for use in the BI function and other functions on the Bloomberg terminal
Write research on a regular basis and communicate it to relevant Bloomberg terminal clients via phone calls, in-person meetings, and online chat
Engage in primary research, including regular dialogue with regulatory agency staffers, companies and associations, and related participants
Identify, support and maintain critical policy-related data and functionality on the Bloomberg terminal
JD degree preferred
Must have 7+ years experience as a compliance officer, agency official or regulatory lawyer with familiarity with in the following regulatory areas: Asia Commission, Asia Securities and Markets Authority
Must have prior experience with following proposed laws, rules and regulations and analyzing their potential impact on various types of regulated entities
Must have strong analysis, primary research and writing skills
Must be a self-starter and independent thinker
Must be a team player and willing to collaborate with the team and other BI industry analysts
Must be willing to travel to regional offices as needed

Excel / VBA Financial Solutions Specialist Resume Examples & Samples

Developing customized solutions for Bloomberg clients and prospects
Directly impacting sales through developed applications and direct customer interaction
Building broad-reaching Excel-based solutions to be published in a global Template Library
Assisting the Bloomberg Sales Force in promoting our Excel Add-In and newly created templates
Liaising with the Bloomberg Product Development teams to document product gaps and drive product enhancements

Onemain Financial Resume Examples & Samples

Train, coach and motivate all staff members
Participate in the career development of each employee, including training of consumer lending products and services
Provide exceptional service to ensure customer satisfaction and ensure continued relationships with OneMain Financial
Manage collection activities including consulting with customers on loan payments for past due accounts

Financial Resource Management Resume Examples & Samples

Proficiency in MS Office tools. Ability to automate processes via the use of VBA and other efficiency tools is an added advantage
Experience in Management Consulting or in the support function (Risk/Finance) of an Investment Bank
Grasp of Investment Banking products and business model and an understanding of the Risk, Finance and Operations functions that support the Front Office
Familiarity with various Financial Resources of a bank such as capital and balance sheet is an added advantage
Understanding of data management structures and appreciation of how it flows through various banking systems

Business Developer Financial Intermediaries UK Resume Examples & Samples

Acquire new Financial Intermediaries in the United Kingdom by systematically prospecting the market and taking full ownership and responsibility for the onboarding of new FIMs
Development of long-term, sustainable and profitable relationships with UK FIMs on a strategic level
Work-out of FIM-specific solutions, as well as development of new products and solutions based on market/FIM needs
Provide high quality investment advice based on the FIM's investment strategy and approach in close collaboration with the in-desk Investment Specialist

Equity Financial Resources Controller Resume Examples & Samples

Working with manager to execute on Financial Resources agenda for Institutional Equity Division Product Control organization
Develop and produce reports on balance sheet, daily cash flow, and liquidity movements to for BU and Finance management
Contribute to ongoing firm-wide projects to renovate funding PnL, capital, and balance sheet processes
Assist in forecasting/budgeting process
5-10 years of accounting/finance experience in financial services industry
Ability to work independently with guidance from managers
Strong oral and written communications
Strong technical skills including high level of proficiency with Microsoft Excel
Experience with equity & funding markets preferred
Experience with B/S and Cash Flow reporting and analysis preferred

Financial Statement Accountant Resume Examples & Samples

Working with auditors to prepare and present year-end financial accounts
Providing quarterly data for all aspects of regulatory reporting (ie PF, CPO-PQR, 13-F)
Accurate calculation of fund NAV’s
Posting accounting entries to ledger
Working with various products including bonds, swaps, CDOs,CLOs, ABS, equities, options, FX, repos, and futures
Working on a global team which is responsible for reconciling cash/securities to outside sources, pricing the fund portfolios, and calculating daily profit and loss
Assisting with researching internal differences between the accounting and trade entry systems
Strong Excel knowledge (Pivot Table, Sumif, Sumifs, Vlookup)
Strong analytical skills (ability to opine on corporate actions

Senior Analyst Global Real Assets Financial Resume Examples & Samples

Month end property financial statements review, GAAP adjustments, variance analysis, Asset and debt appraisals
Knowledge and understanding of accounting concepts like Deferred Tax & Impairment
Consultant and Indices Reporting
Detailed performance reporting for various Separate Account Clients
Support financial due diligence for property/vessel acquisition/disposition
Yearly budget review, approvals and creation of budget templates
Calculate property NAVs and IRRs
Other allied financial procedures and Adhoc requests
Communicate with various external parties and take ownership of the review of business critical financial numbers received
Qualified CA - with minimum of three years of relevant work experience preferably in IFRS reporting
Lead by initiative and out of the box thinking to address complex business issues
Ability to deliver under stiff deadlines and consistently produce high quality output

Financial Resume Examples & Samples

Perform market analysis, such as analyzing changes in 3D sales, movie ticket prices, theater admissions, P&A spends and sequel growth/decay in box office revenues
Maintain film P&L Ultimates, assist with the Annual Operating Plan and five year planning for feature film slate
Perform comparative analysis of production budgets, theatrical marketing and distribution budgets, home video budgets, and more
Analyze talent deals and potential buyback of IP rights
Evaluate home video pricing tiers and future pricing promotions
Liaise with Disney finance/deal analysis team to ensure accurate financial reporting
Prepare ad hoc reports and presentations as needed
Opportunities for additional exposure and experience in Marketing, Operations, Product Management, Brand Management, Retail and Live Events
Prior work experience in business development, finance, consulting or related field preferred
Experience in valuation, discounted cash flows, financial modeling, etc
Ability to thrive in a bottom-line focused, lean, fast, startup-like culture, and a willingness to wear many hats
Strong interest in studio entertainment business development and finance

Citi s Onemain Financial Resume Examples & Samples

Requires one to two years of directly related work experience in secretarial experience, finance experience (consumer finance preferred), or branch environment experience
Excellent analytical skills used in problem solving situations. Strong Excel skills highly preferred
Must also possess excellent telephone and interpersonal skills used appropriately in dealing with co-workers, subordinates and field employees
Must have the ability to function in a fast paced environment and to manage multiple priorities
Must be able to work flexible hours. (25-32 hours per week, 8am -5pm)
Minimum 45-50 wpm typing is required

Manager AP Financial Resume Examples & Samples

Manage daily responsibilities of Asset Protection Analysts
Supervise team and assist in career development
Preparation of the monthly and annual financial Flash, reconciliation of the accounting close and accrual processes for all stores, RHQ, and capital accounts
Identify and understand variances from forecast, budget and LY, provide analytical insight into business risks and opportunities, and suggest solutions for opportunities
Assist in the preparation of the annual budget and long range plans. This includes working with business partners to ensure corporate guidelines are met, reviewing data and analysis for accuracy and ensuring a timely delivery
Supervise in-depth analysis and preparation of DCF’s and justification for all capital maintenance and growth related initiatives
Prepare capital initiatives and budget presentations including business updates, annual budgets and strategic planning initiatives
Analyze existing and new vendor contracts and work with business partners (Procurement, Legal, etc.) to create a RFP process for new vendors and technology and ensure the pricing is competitive in the marketplace
Responsible for vendor management and partnership with all asset protection related vendors
Effectively manage Service channel work orders to ensure timeliness of approval and payments. Identify and communicate implications on future performance
Review and approve capital and expense requisitions
Develop ROI analysis and create performance reports on AP programs such as APS, Black Friday Coverage, etc
Act as Asset Protection sponsor for company initiated committees that require involvement

Branch Manager One Main Financial Resume Examples & Samples

Manage branch operations and ensure compliance with all business polices/processes
Build strong, trusting relationships with new and existing customers
Drive branch performance to successfully achieve business goals and branch profitably
Current or previous experience at OneMain Financial or a similar consumer lending organization
Leadership experience with coaching and leading a team
Willingness to work flexible hours. Typical office hours are Mon, Wed and Fri – 8:30AM to 5:30PM, Tues and Thurs – 10:00AM – 7:00PM and up to 2 Saturdays per month – 9:00AM -12:00PM
Meet all state-specific mandatory licensing, certification, training, or other requirements

Financial Products Risk Manager VP Resume Examples & Samples

Ability to develop relationships cross-functionally. Team player
Strong demonstrated writing ability; to clearly and succinctly convey his/her analysis and views to an audience of senior managers
Ability to work effectively in a team setting; with demonstrated ability to manage and influence divergent views across a complex organization in the absence of direct authority
An ability to drive tasks through to completion, with periodic guidance
Eager to learn the investment-product distribution businesses within the Consumer and Private Banking businesses. Be challenged to take on responsibilities outside of direct experience
Ability to see the "big picture" without losing attention to detail. Takes pride of ownership in all deliverables. Willing to "roll up sleeves."
Flexibility in thought and approach; able to introduce creative solutions and enact reasonable judgment for complex issues that have no ‘right’ answer
Advanced proficiency in Microsoft Excel and PowerPoint
4+ years' work experience preferred; those with less experience may be considered given relevant investment product knowledge or risk management experience
Bachelor’s degree with specialization in business, finance or economics. MBA, CFA or other finance-related higher education desirable
Moderate to extensive knowledge of retail investment products and services, including asset management, alternative investments (i.e. hedge funds, private equity/real estate), and capital markets (e.g., structured notes, fixed income instruments). Genuine interest in expanding knowledge of investment products and services

Cib-china Financial Controller Resume Examples & Samples

Prepare local regulatory returns, branch financial analysis and assist in the monitoring of regulatory ratios/quotas
Prepare branch expense booking and payment. Review expense claims and ensure compliance with corporate policy and local regulatory requirements. Process payments to vendors and employees and booking in ledger
Act as the back-up of Shanghai branch regulatory reporting team
Perform monthly General Ledger reconciliation
Assist branch finance manager in providing support to internal and external audit
Prepare local tax reporting and filing in accordance with PRC tax laws
Assist branch finance manager in dealing with other support functions in the location
Participate in finance related projects (e.g. system, product)
Relevant work experience in Finance and Accounting is preferred
Ability to execute all control processes (e.g. local regulatory reporting, ledger control) in a timely manner and with a high degree of accuracy
Ability to work proactively in a team environment

Financial Holding Company Resume Examples & Samples

Provide guidance on responses to regulatory exams to ensure consistency across firm responses and that the remediation activities are achievable, discrete and can be tracked
Manage regulatory response data in the Firm’s regulatory finding database
Set-up regulatory issues and action plans in the Firm’s issue tracking system and oversee these action plans to confirm current status
Manage the development of new processes, standards, reports and technology tools for the RRO function
Liaise with technology development team on RRO tools to ensure process performance and development
Manage the regular production of information and metrics for reporting to the FHC Governance Committee, Firm Risk Committee and the Board of Directors
Oversee production of ad-hoc reports as needed for customers of regulatory response data
Liaise with key departments of the organization and internal stakeholders about ongoing statuses of remediation activities
Provide guidance and answer any questions on finding database to internal parties using technology tools
Act as a relationship manager to key departments
Provide advice and guidance concerning development and management of remediation activities
Lead and perform qualitative and quantitative analysis on regulatory findings and remediation activities
Bachelor’s Degree and 3 to 7 years related experience (knowledge of technology business requirement processes preferred)
Outstanding communication and interpersonal skills
Keen attention to detail and desire to take final ownership of content in deliverables - Highly organized
Ability to work on multiple projects and quickly grasp key concepts
Fluency with MS Office tools, including PowerPoint, Project, Excel
Finance, Capital Markets, or Risk Management experience (knowledge of audit, compliance or regulatory processes preferred)
Knowledge of new regulatory reform (e.g. Dodd Frank, Basel III)
Understanding of and familiarity with financial services industry – front /back/middle offices
Experience using IBM OpenPages

Financial Engineering Analyst Resume Examples & Samples

Strong technical background, such as mathematics, science, engineering, or finance
Familiarity with derivatives, especially equity derivatives preferred
Some modeling and programming skills preferred
Ability to work with sales & trading professionals under pressure in a fast moving and demanding environment
Strong attention to detail Intern’s main responsibilities include
Obtaining good grasps of pricing models; providing shadow pricing of equity derivatives payoffs
Assisting in the design and implementation of new Algorithmic Strategies
Preparing marketing materials for product and idea presentations
Reading through prospectuses to gain understanding of common structured payoffs

Financial Acct Analyst Resume Examples & Samples

College degree with concentration in Accounting or Finance
Or equivalent job experience
1-3 years general ledger accounting experience
Excellent problem solving and analytical skills are needed to satisfy all job functions
Strong verbal, written and interpersonal communication skills
Strong knowledge of Microsoft Office products (Excel & Word). In addition, PeopleSoft and eRecon knowledge is a plus
Must be able to meet department deadlines and adhere to corporate policies

Ishares Head of Financial Instruments Resume Examples & Samples

15+ years of experience in the area of structuring and solutions, with strong experience in dealing with clients and managing cross-functional teams
Extensive experience in a sales, product and people management role, gained within a Capital Markets environment
Candidates may have an equity or fixed income Capital Markets background
Thorough knowledge of the broad client landscape for institutional investors (insurance, sovereign, pensions, corporates, banks, asset managers)
Proven experience at setting and implementing business strategy
Delta one derivative and beta investing domain knowledge - understanding of BlackRock product set as well as competitive ETF’s, index funds and other delta one/ beta products
Technical expertise in accounting, tax, regulatory and derivative structuring
An ability to demonstrate strong leadership and people management skills with a proven track record of delivering at a strategic level
Experience of relationship building and highly evolved influencing skills across multiple functions and geographical regions, without having direct reporting line accountability
A team-player, with the ability to operate effectively in a collegiate, demanding, high performance environment
Outstanding verbal, written and interpersonal skills – the ability to articulate ideas and nuances and to inspire and motivate other members of the team. Confident and experienced public speaker with a high standard of presentation skills

Financial Account Analyst Resume Examples & Samples

Manage all financial aspects of account portfolio and maintain integrity of the information in the affiliate database. Manage monthly billing close requirements to ensure accurate and timely revenue and subscriber recognition. Ensure thorough understanding of affiliate agreements for assigned accounts and that all contractual terms are properly applied in affiliate database
Demonstrate cross-functional expertise in accrual based revenue accounting, billing, accounts receivable, cash management, collections, and contract management
Manage revenue and reconciliation process for account portfolio in the affiliate database. Maintain data and all aspects of database relating to portfolio, including uploading and reconciling remittances, launch authorizations, system merges, drops, splits, ownership changes, contract changes, variance analysis, and other related tasks
Provide timely and appropriate support to Director as needed for monthly reporting and ad-hoc analysis. Develop reporting templates to support ongoing and monthly processes. Provide additional reports and ad-hoc support for Affiliate Sales and Client Services groups and Corporate Finance on an as-needed basis
Provide in-depth, accurate and relevant subscriber and revenue data to assist all internal clients: Networks, Finance, Legal, Affiliate Sales/Marketing and Operations
Manage Network subscriber fee Accounts Receivables balances as assigned, ensuring timely review, follow up and action to minimize aged balances
Assist Director in the preparation of assigned portfolio annual budgets/forecasts and quarterly forecasts/ pacing updates. Perform monthly variance analysis of actuals to estimates to assist in P&L analysis
Develop and maintain exceptional business relationships with both external customers and internal customers (Networks, Legal, Sales/Marketing, Finance and Operations) in order to provide superior customer service
Assist in the selection and training of new team members. In addition, take a leadership role on task forces and committees designed to improve business processes
Provide assistance for NBCU Controllership policies and procedures as they relate to required SOX testing and balance sheet reconciliations
Minimum 3 years experience -4 years previous experience in financial analysis, contract interpretation/billing and accounts receivable systems
Experience with P&L, Balance sheet, and General ledger
Excellent interpersonal and customer service skills
Strong computer skills, including Excel, Word, PowerPoint; Medea database
Broad experience with database management and information retrieval

Rohq-financial Institution Head Resume Examples & Samples

Proven leadership capabilities including strong thought leadership, effective decision making, strategy development and ability to drive results
Strong listening, presentation and written communication skills, with fluency in English
Ability to work in a multi-cultural environment, manage and develop effective teams
Good background in accounting, corporate finance, financial modelling, credit and banking products
A hands-on approach is essential

Branch Manager One Main Financial Resume Examples & Samples

For GEORGIA, 1 year minimum experience processing or servicing under the Georgia Industrial Loan Act (GILA)
For MISSISSIPPI, 1 year of previous mortgage lending experience within Mississippi within the two years prior to the date of the application
For MONTANA, 3 years of related experience
For NEVADA, 3 years of related experience within the last five years
For NEW MEXICO, 2 years of verifiable experience
For NORTH CAROLINA, 3 years related experience

Financial / IT Analyst Resume Examples & Samples

Provides financial modeling and guidance on business cases and capital expense requests (CERs)
Consolidate departmental budgets for Business Unit and CIO reviews
Produce monthly and quarterly forecasts for IT departments incorporating actual results and updated assumptions
Partner with the IT colleagues to assess project financials to determine accounting treatment and impact to the financials
Produce quarterly forecasts for capital incorporating actual spend and updated assumptions
Liaise with various Corporate Accounting groups to ensure appropriate accounting treatment of IT Projects
Work with Purchasing to classify requisitions and invoices appropriately based on budgets and forecasts
Review new commitment requests for project related engagements, contractors, FTE, etc. against budget and forecast
Review current invoice status, prepare accrual entries and perform other tasks to manage the monthly and quarterly results to the forecasts
Effectively partner with FP&A IT Support Lead and IT colleagues embed processes and behavior in alignment with the company and IT long term strategy
Ensure consistency, repeatability, and transferability of activities across the budgeting and forecasting work stream
Maintain process documentation for activities which reside within team
Collaborate with the matrix finance team members within FP&A Support Services across work streams to develop a seamless cross-functional environment

Financial Plan Specialist Resume Examples & Samples

Business Degree in related field or equivalent work related experience
Minimum 3 years securities industry experience and 1+ years of financial planning experience
Series 7, 63 and 65 (or 66b in lieu of 63 and 65), Lifed, Health and Long-Term Care Insurance Licenses (or ability to obtain within 30-45 days of hire)
CRP or similar equivalent designation such as ChFC, AWMA desired
Solid understanding of the securities industry in general and various securities products
Strong understanding of financial planning products and techniques
Solid and reliable mathematical skills
Understanding of financial planning process and developing knowledge of fiduciary standards and rules and regulations covered under the Investment Adviser Act of 1940
Strong attention to detail and proofreading skills

VP, Cross Business Risk, Financial Products Resume Examples & Samples

Develop tools that will enable a Historical Simulation VaR to be efficiently computed
Integrate team’s risk models into our bespoke framework
Analyze and prepare documentation on data structures and code under direction
Assess/make recommendations in developing VaR framework and improve on computational efficiency
Keep abreast of BMO quantitative framework and front-office pricing developments
Extensive software development experience
Familiarity with financial data, basic financial theory, risk management concepts,
C#, C++,
Grid computing and High Performance Computing (HPC),
Data caching,
SQL,
Unit and regression testing
Strong business analysis capabilities,
Good interpersonal skills,
Ability to work in a team environment,

VP of Financial Audit Resume Examples & Samples

Experience with GAAP and SEC Reporting
Successful history of building and leveraging relationships
Strong project management experience
Knowledge of Sarbanes-Oxley Act of 2002
Understanding of GAAP, SEC reporting requirements, Sarbanes Oxley Act, COSO and PCAOB Rules
5+ years progressive financial audit experience in a public accounting firm or industry

Group IT Financial Controller Resume Examples & Samples

2 JOB CONTEXT This role will be facing the challenge of working between two very difference cultures within the group. While primarily based in Weybridge, the role will require regular travel to Nottingham and may require some international travel. There will be a high degree of interaction with the IT Leadership Teams in both divisions, plus the Group Shared Services Director and the Group CIO. The role will also interact with finance teams in Weybridge, Sedley and Nottingham as required and manages a small team of accountants
3 KEY RESPONSIBILITIES
Primarily business partnered to the Group CIO, responsible for assisting with the development of the Group IT Strategy and understanding the financial and value add opportunities
Partnering with the Group Shared Service Director, the Company IT Director or the other Divisions IT Director as required, to support any group initiatives in IT in terms of driving financial analysis, modelling and reporting
Ensuring rigorous financial control to any Group IT projects, to ensure cost and benefit capture throughout, by working with the finance teams in the two divisions
Identifying opportunities to leverage synergies across the Compnay Portfolio, by improving inter-divisional visibility of projects across the Group
Responsible for the accounts of an IT legal entity including monthly close, statutory accounts, accounts payable/receivable, VAT returns, balance sheet reconciliations, management reporting
Executive level management reporting for the IT Division across the Group
Performing a review of the IT Finance processes in each Division, and identifying where synergies can be achieved through the alignment in IT process such as capex approval, IT project approval, budgeting and forecasting
Management of a small team of management and financial accountants
Assisting with various ad hoc projects
4 JOB HOLDERS SPECIFICATION
A qualified accountant with PQE Experience 5.1 SPECIFIC SKILLS (eg Languages, software)
Excellent communicator at all levels and across all business functions
Ability to build strong relationships and networks across the organisation
Self-starter, motivated and ambitious
Well-developed FP&A skills
Capable of challenging in a constructive and positive manner
Able to listen and influence / persuade through weight of reasoning and character
Ability to think strategically coupled with strong delivery skills
French and/or Italian an advantage
5 EXPERIENCE
Experience of IT services
Experience in liaising with a wide range of stakeholders at different levels
6 TRAVEL
This role is UK-based but will require travel to any country or business unit within the Group

Financial Performance Measurement Analyst Resume Examples & Samples

Performance Measurement (70% of effort)
Bachelor’s degree in Finance or related field
Progress towards pursuing the #CIPM designation preferred
2 to 4 years of performance measurement experience in the financial services industry
Thorough in-depth knowledge of the securities processing and investment management industry including performance measurement and reporting
Experience in problem analysis and resolution
Very good understanding of financial markets, investment management and economic and financial concepts
Broad knowledge and understanding of products and processes related to investment management in general and to BMO Private Bank in particular
Attention to detail and priority given to risk inherent in the investment management business
Organized, resourceful, efficient, accurate and ability to prioritize and meet deadlines
Ability to identify problems and independently develop well researched and documented solutions for management approval where necessary
Good judgment and tact
Initiative, accountability and personal responsibility
Reliable, mature, team player
Solid working knowledge of PerformanceStation, FactSet, Zephyr a plus
Strong knowledge of PC applications, especially MS Excel, Word and PowerPoint

RBB Rest of Africa Financial Controller Resume Examples & Samples

Review financial statements, financial reports, special data analysis, and ad hoc information reports prepared by junior staff members
Attend regular accounting updates and conform to all newly accepted accounting standards
Review elimination and reporting of internal balances to Absa Group and to Barclays prepared by junior staff members
Challenge existing processes and controls ensuring best practice across finance
Where standard systems and tools do not meet reporting/analysis/forecasting requirements of the business, investigate alternative solutions and make comprehensive recommendations
Ensure systems are maintained in accordance with IFRS, GAAP and Generally Accepted Auditing Standards. Establish and maintain appropriate internal control safeguards in line with Absa Group requirements
The ability to build strong working relationships with other infrastructure units
Interaction with various areas across the Absa and Barclays Group in order to provide formal reporting and ad hoc query resolution to these areas
Review analyses performed by junior staff members to ensure the Rest of Africa P&L is correctly and consistently presented across our various business areas
Review analyses performed by staff members that explains the Rest of Africa Statutory Income Statement to management, Group Finance, RBB Finance, Barclays PLC, analysts and other interested stakeholders
Implement a robust General Ledger Reconciliation and Substantiation (GLRS) process and ensure that the process operates effectively for Rest of Africa RBB
Review monthly variance analysis performed by junior staff members on the Rest of Africa RBB Balance sheet
Participate in the informal coaching in the team and ensure the effective on-the-job training for junior staff
Together with the Head of Financial Control: RBB, execute the people management strategy for Financial Control
4 - 6 Years of relevant Banking and Financial Control experience
Exceptional interpersonal and team-working skills and ability to communicate at all levels
Ability to work in a pressured and unstructured environment and to cope well with the demands of working to tight deadlines
Performance orientated and client service driven
Strong report writing and presentation skills
Excellent investment banking product knowledge

Assistant Financial / Managemetn Accountant Resume Examples & Samples

Key account reconciliations
Manage the payment allocation process
Monthend responsibilities
Bank and debtor reconciliations
Assisting in the prep of monthend management information
Lodgement of claims
Payment run - weekly
Ad hoc projects as required by management

Financial Modelling Analyst Resume Examples & Samples

Support the Head of Group Business Planning in providing and delivering an effective Business planning strategy for the Group
Provide extensive financial, commercial and regulatory modelling capability for Group Centre
Lead in the design, development and documentation of complex business models and updates to existing financial models
Provide the delivery of a Group consolidated corporate plan model
Provide detailed financial modelling analysis supporting Investment appraisal and evaluation of major commercial developments
Support Group risk policy by reviewing and validating various financial models
Develop a suite of technical tools/models and methodologies to allow a deep understanding of the Business
Stay up to date with financial risk literature to ensure the Company is using the latest modelling technologies and techniques
Carry out relevant financial analysis and develop analytical techniques to support ways of presenting data / information
Project manage outcomes, issues and changes to relevant financial models
Provide technical expertise and insights into appropriate technologies for model inputs (e.g. volatilities, correlations)
Ensuring that there are assumption books and user guides for relevant models
Contribute to project teams and take responsibility for completing high quality work within agreed timescales
Support team members in developing structured reports to deliver financial KPI's and targets
A minimum of 3 years relevant PQE experience in similar business modelling role working in large complex organisations
A recognised accounting qualification
Third level qualification in an appropriate discipline. (economics, accountancy, business qualifications)
Experience of working in a commercial environment within a regulated utility would be an advantage
Experience in developing and maintaining complex financial models
Experience in delivering desired results with a proven record of delivering to deadlines
An excellent knowledge of Excel, and other tools, including MS Access and VBA
A proactive, positive, can-do attitude and the ability to think laterally are essential
Numerate/economics degree, with strong postgraduate technical background eg. statistics/mathematics
Expertise in financial mathematics and/or quantitative techniques
Experience in the implementation of analytical tools
Excellent analytical and problem solving skills, coupled with the ability to generate innovative technical solutions as required and strong attention to detail
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
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

Financial Product Analytics & Advanced Specialist Representative Resume Examples & Samples

Consulting with clients in real time to provide them with answers to the most in-depth questions received by the help desk
Creating content, delivering and coordinating the necessary training to our employees within the Sales and Analytics teams
Mentoring high performing individuals from the Analytics department
Working closely with the Analytics management team to improve operational efficiencies within the department
Collecting and acting upon client feedback on product to drive development
Advanced specialists have expert product knowledge so that each individual has a particular niche where they excel. Sales will leverage your diverse skills and expertise to showcase our customer services ability to go above and beyond standard expectations
Coursework in finance, economics and/or business, although all majors are welcome
Business fluency in a second language preferred
Prior experience with use of the Bloomberg Terminal
Experience in, and enthusiasm for, customer service
Experience in speaking in front of larger audiences

Executive Assistant to MNC Financial Controller k Resume Examples & Samples

Diary management and coordination of internal and external meetings
High volume travel arrangements including flight schedules, booking air tickets, hotel accommodation and visas
Preparation of reports, documentation, presentations, meeting agendas and minutes
Managing incoming calls and action voicemails
Maintain filing and handle correspondence in systematic and professional manner

Financial Investigations Analyst Resume Examples & Samples

Liaison with Citi’s UK l businesses in relation to the above
The role is based within the UK FIU, which forms part of the EMEA Regional FIU. The Head of the UK Unit is Atul Bowry who reports directly to Simon Kingsbury the EMEA Regional AML Head. The role also has a matrix report to Michelle Mcmullan, the Belfast Core Compliance AML Head
The job-holder will interact principally with other FIU members and the UK AML Compliance Officers . There will also be contact with UK law-enforcement authorities
Assist and support the London FIU team to review, approve and submit any disclosures required in relation to the investigations completed by the Barcelona Fraud Operations hub
Review and approve KYC for high-risk customers to ensure that it is complete and accurate
Familiarity with relevant AML legislation and regulatory requirements is preferred
Experience in the AML field, particularly in relation to SAR reporting and/or account opening, is essential
Experience in KYC information gathering and application of CDD/EDD requirements would be an advantage
Ability to work well under pressure and prioritise tasks
Experience of using SAR Online would be an advantage
Strong team player willing to learn and share experience with other team members

IB Legacy Financial Controller Resume Examples & Samples

Residential MBS Bonds, CDO's and CLO's
Bespoke Trades
Credit Default Swaps
Commercial MBS Origination, Bonds and Securitization
Residential Mortgage Origination Financing
CMBS Warehouse Financing
Municipal securities

Financial Adjustments Specialist Resume Examples & Samples

Research and analyze journal entries and accounting functions during rebooking transactions to ensure compliance with business rules
Review and analyze document contract rates and make updates per published rates
Make changes to customer accounts per task or customer request
Complete services requests via Siebel Services that may include but not limited to: complex rebooking, cash reapplication, cash research, , service issues,
Service as a department SME and perform task associated with implementing processes related to new programs, acquisitions, and conversions
Must submit your application for employment through gecareers.com to be considered (Internals via COS)
2Year College Degree
Previous work experience in Portfolio Services Department
1 year experience in financial services or accounting environment
Excellent communication skills interpersonal, verbal, and written
Ability to cooperate and build positive, productive relationships with internal and external customers and team members
Attention to detail; accurate and well-organized
Strong problem solving, analytical and mathematical skills
Ability to handle multiple tasks simultaneously and continually meet deadlines
Professional phone mannerisms, ability to listen and probe, determine root causes and resolve issues quickly
Ability to work with computerized systems proficient with Microsoft Word and Excel and the web

Business Developer, Financial Intermediaries Resume Examples & Samples

Evaluate the FIM market systematically (landscape/competitors) and act as a catalyst in the development & execution of market road maps, products & services for the acquisition of new FIMs and the transformation of existing FIM relationships
Create and develop long-term relationships with Financial Intermediaries (FIM) and its end clients
To work closely with internal (GFIM) specialist across different teams, divisions and booking centers to service FIMs (increase Share of Wallet)
Act in accordance with the general conditions for Business Development (within Global FIM or specific market)
Follow and adhere to the UBS code of ethics and the Cross Border regulations
Must hold appropriate qualification to advise clients for their specific market, focusing on Singapore and SEA countries; SEA language skills is a plus
Familiar with regulatory/licensing requirements in SEA
Solid knowledge of the banking business and the financial industry
An existing network of FIMs, EAMs, MFO is a plus
Good organization skills, high level of drive and commitment, able to work under pressure, capable of learning new things swiftly

Teller Financial District, Louisville Resume Examples & Samples

Handling cash and processing customer transactions
Initiating conversations with customers to uncover their needs and referring them to the appropriate business partners to meet personal and financial center referral and sales goals
Personally maintaining a balancing record, finding and correcting errors and asking for help in this process as needed
Handling customer issues with professionalism and seamlessly directing complex issues to management staff
Maintaining up-to-date knowledge of financial center policies, procedures, products and services
Performing daily office responsibilities alongside other staff members to maintain the efficient operation of the financial center
Minimum 1 year experience in a Banking, Retail, Sales or other role that involves cash handling and customer service
High school education or equivalent experience
Strong working knowledge of banking retail policies and procedures
Advanced math abilities
Computer proficiency
Ability to work a flexible schedule
Ability to lift up to 25 pounds and stand for most of your shift

Transaction Services Financial Due Diligence Managers Permanent Resume Examples & Samples

Writing financial due diligence reports for our corporate and private equity clients across a range of industry sectors
Analysing financial and non-financial business information
Identifying key value drivers and deal breakers (financial and non financial)
Managing international and multi-disciplinary teams to deliver an integrated Transactions Services product
Sharing your experience and developing other team members through the deal process
Understanding the processes in due diligence work including dealing with risk
ACA/ICAS/CPA qualified (or equivalent)
Wide range of client experience
Financial due diligence experience within an advisory practice or experience that is complimentary to doing financial due diligence; i.e. experience of analysing financial information to identify key commercial drivers, risks and opportunitiesand reviewing financial projection
Ability to identify key business issues
Experience of managing and leading teams (coaching and mentoring, providing direction)
Effective business writing and Excel skills
Analytical skills and commercial awareness; be able to provide insights to our clients to be able to provide valuable advice. Ability to identify key issues
A flexible working style, with the ability to adapt to change
Interpersonal skills (be able to quickly build collaborative relationships with a wide range of stakeholders internally and externally)
Passionate about client service
Ability to deliver under pressure
Strong communication skills (questioning and listening skills)
Proactive with regard to self development
Report writing skills
Experience working across multiple industries
Project manage medium to large assignments

Mac Cap Financial Sponsors Group Ny Associate Resume Examples & Samples

Assist in the origination and execution of 'Leveraged Capital Markets' and Financial Sponsors transactions
Produce financial modeling and credit analysis and manage internal approval processes
Understand and share knowledge of broad range of Macquarie products and services
Preferred experience in Leveraged Finance, Financial Sponsors or investment banking coverage
Proven interest in leveraged finance, Financial Sponsors, corporate finance and financial markets
Strong quantitative, written and spoken communication skills
Working knowledge of financial modeling, valuation, and credit analysis
MBA or equivalent graduate degree in a financial discipline and 1-2 years of experience; OR a Bachelors degree and 4+ years of experience in investment banking positions or comparable roles

Beijing Financial Controller Resume Examples & Samples

Work with the General Manager and asset management team to develop annual budgets, forecast and cash flow
Take the shared accountability, for the overall performance of the asset as far as reaching the budgeted numbers, with the asset management team and the EJV team
Maintain good relationship with the operational team on the ground, providing functional support as well sharing best practices, leading them to perform
Work closely with EJV team to track and maximize the mall's profit by periodically reviewing leasing contracts, business plans, budgets and forecasts with the goal of maximizing the asset value of the property
Oversee property management and leasing functions and performance
Manage the day-to-day financial activities to ensure that appropriate systems and internal controls are implemented and maintained
Be responsible for the preparation of finance related Board papers and attendance at Board meetings
Monitor to improve the financial risk management policies
Review and monitor the expenses and capex relative to budget
Relevant business operation experience in property management, leasing, marketing, and/or retail management and better have the accounting experience in an operating company in commercial real estate sector
Have the skills in change management and examining and re-engineering retail operations and procedure
Be able to demonstrate good attention to detail, good judgment showing logical decision making, and a hands on approach
Ability to motivate teams and manage resources with the level of energy, commitment and flexibility
Have the excellent organizational, strategic planning, verbal and written communication skills
Be bilingual in Mandarin and English
Be a good communicator who can present to senior management and Boards as required
Have strong analytical/numerical skills

Clearing House Financial Summer Internship Resume Examples & Samples

Build understanding of CME Group's Clearing House
Exposure to project management, scoping, monitoring, and reporting
Thoughtfully and accurately present analysis and recommendations to management
Managing multiple responsibilities for various stakeholders
Maintain routine business reports, presentations, and project analysis
Collect information and document requirements as needed
Prioritize and manage assigned projects through completion
Support ad hoc requests key to the business and strategic projects
Collaborate with staff at all levels
Progress towards a bachelor's degree with relevant coursework in business, engineering, or liberal arts
Strong communication, time management, and people skills are required
Strong Word, Excel, and PowerPoint skills are required

Financial Forecasting Manager Resume Examples & Samples

Responsible for the design, development, maintenance and delivery of financial forecasts with specific focus on new volume, non-interest income and non-interest expense forecasts and stress testing
Provide thought leadership and expertise on the design and development of quantitative models and other analytical approaches and assist in the thorough documentation of complex methodologies
Serve as a central point of contact for communicating model and methodology details to internal and external parties including regulators and auditors
Serve as a key liaison working closely and collaboratively with managers and executives within Risk and Finance and throughout the various divisions to understand business needs and deliver effective and timely analytical solutions that provide value and increase efficiencies across the organization
Identify, promote and lead enhancements to quantitative methods and improvements to analytical processes by proactively exploring and recommending opportunities to extend the scope and applicability of models or analytics as well as developing new capabilities
Contribute to the development of a robust data and analytical infrastructure for model development and portfolio analysis
Maintain a thorough knowledge of existing models and methodologies, keep up to date on best practices of modeling and regularly review analytical processes for required changes/improvements
Organize and chair meetings of the newly formed Financial Forecasting Group with representatives from all lines of business and key support functions to provide governance over the key financial forecasts embedded in the Bank’s budgeting, stress-testing and capital assessment processes
Performs all other duties as assigned
Bachelor’s Degree in a quantitative field required
Masters/Advanced Degree in Quantitative field required
8 or more years of direct related experience
4 or more years of supervisory/managerial experience
Administrative/Technical Skills/Other Information
Previous experience developing PPNR and stress testing models and methodologies
Knowledge of regulatory environment and expectations surrounding the development and use of quantitative models
Knowledge of modeling software and computational programming (e.g. SAS)
Must possess strong written and verbal communication skills for report writing, business requirement proposals, client interaction and methodology documentation
In-depth knowledge of bank operations, banking industry and factors impacting financial performance -
Possess team management skills-coaching, developing and leading others

Coordinator Specialist One Main Financial Resume Examples & Samples

Administrative and clerical support for workshops including but not limited to; assembling workshop materials, pre-work distribution, ordering meals, printing name tents, certificates, welcome packets and supporting materials
Maintains materials within the duplicating vendor Website & processes duplication requests
Processes expense reports and reconciles group credit cards
Event Coordination
Assists with running reports
Maintains records/information on databases and spreadsheets, compares items for accuracy
Assists with user acceptance testing
General office duties such as monitoring Outlook general mailboxes, filing, shipping requests, supply/material ordering, bill and invoice processing

Cib Technology Financial Applications Developer VP Ny Resume Examples & Samples

Make standard modifications to existing software applications and modules in accordance with high-level specifications, application support and industry standards
Participate in global code review, testing, QA, Level 3 support and training of new implementations
Assume ownership of particular tasks
Experience developing commercial software with User Interface (UI), during which time they will have gained experience of Object Oriented software practices
Good understanding on pricing financial products, esp. fixed income securities, and trading/risk management processes
Degree: Bachelors (or PhD/Masters) in Financial Engineering, Computer Science, Engineering, Mathematics, or a related field
Solid understanding on pricing financial products, esp. fixed income securities, and trading/risk management processes
Strong analytical/problem-solving skills
Ability to work under pressure within agreed timelines and multi-task
Control oriented

Financial Sponsors Group Coverage Banker Resume Examples & Samples

Tracking the evolution of the sponsor leverage finance market, assessing new opportunities, creating and maintaining solid business relationships with a selected group of clients, actively originating other types of transactions (hedging transactions or DCM fees), identifying entirely new and different business opportunities (M&A advisory, bond issues for portfolio companies, capital call lending facilities, etc.) and preparing management reports to summarize business activities
BBVA is a financial institution that emphasizes the client relationship. The candidate must be prepared to carry out tasks that are accretive to the client relationship in the long run
Required: Bachelor’s Degree in Business, Economics, Engineering, Math or Science
The ideal candidate will have senior level points of contact from previous relationships with private equity firms in the U.S. middle market
The ideal candidate will have superior relationship skills, strong closing skills, and a solid understanding of capital markets and the leverage finance product
In addition the ideal candidate must have a knack for identifying opportunities, moving quickly to try and secure a mandate from the client, working with business partners (loan product specialists, credit, risk, internal counsel) to produce a well-structured transaction solution. Closing skills and the ability to secure the client mandate are important
The ideal candidate will be a strong communicator and presenter, able to have clear conversations with the client and all internal business partners, and to prepare clear PowerPoint presentations for client proposals; the ideal candidate is a strong team player that can work flawlessly with all internal partners

Financial Analysts Resume Examples & Samples

2-4 year min experience as a Financial Analyst
Ability to use Excel
Ability to understand complex financial data
Telecommunication or real estate experience is a plus but not required
Investment Banking, or mergers and acquisitions is a plus
Bachelor’s Degree in accounting or finance is preferred

SVP, Financial Audit Team Leader Europe Resume Examples & Samples

Operational controllership topics including Sarbanes-Oxley, financial accounting and reporting systems, legal entity controllership, and accounting and reporting for residual, discontinued operations and trailing activities
External financial reporting to the SEC through close partnership and coordination GE’s Corporate Audit Staff who provide BU and SBU level U.S. GAAP accounting audit coverage
IFRS and other local-basis non-GAAP external financial reporting as required by local jurisdictional and statutory requirements
Regulatory financial reporting to the Federal Reserve and other regulatory authorities
Financial Planning & Analysis, financial strategy, pricing and commercial finance
Understanding the key current and emerging risks within the subject areas
Serving as the global subject matter expert on the subject areas
Oversee the development of a comprehensive audit testing plan that is in line with the CAE’s and regulatory expectations
Ensure timely completion, maintenance and execution of the annual testing plan
Provide advice and effective challenge to internal stakeholders
Identification of meaningful recommendations and serving as a change agent that will make an immediate impact in the subject areas. Expected to negotiate with Senior Management on matters which will have significant impacts on the areas managed
Providing a global point-of-view to the CAE and the SLT on GE Capital’s compliance with internal policies and procedures and the regulatory expectations with respect to the subject areas
Oversee the development of internal audit management reporting for the subject areas for external and internal stakeholders
Oversee the development of a continuous risk monitoring process relative to the subject areas
Delivery of services in accordance with the Department’s policies and procedures
Partnering with the Department’s business, product and technology audit teams, as needed
Establish and maintain ongoing relationships with headquarters business and functional leadership for the subject areas
Create, manage and maintain a high performing team of domain experts and provide effective coaching and team member development for both in house and co-sourced resources
Proactively advance integrated auditing concepts and use of technology. Closely following latest trends in own field and adapt them for application within own job and the business
Provide requested information to regulators and work to assess and validate examiner findings
Strong understanding of industry leading practices within the subject areas and the ability to apply them within the GEC organization
Ability to challenge the business and influence positive change in the organization
Ability to build strong trusting relationships with senior business stakeholders
Ability to suggest policy changes to key stakeholders that will improve GEC's overall risk and control framework/program
Ability to develop and deliver internal audit's global point-of –view with respect to the subject areas to executive management and the CAE
Ability to develop and execute a short and long term internal audit strategy taking into account industry trends, technology advances, organizational goals and regulatory expectations
Proven ability to direct personnel across multiple locations and operations and work in a matrix-type organization; proven ability to lead teams
Possess strong project management skills, make sound decisions, and exhibit initiative and intuitive thinking. Consulted often by others for advice and opinions and recognized as a leadership role model
Strong oral and written communication, presentation and facilitation skills

Financial Project Analyst Resume Examples & Samples

Subcontractor Coordination:The Finance Specialist will be responsible for working with subcontractors and/or third-party contractors (i.e., contracted directly with client) to maintain healthy budgets and to ensure subcontractors understand and comply with the invoicing process, and other contract provisions
Experience with Microsoft Excel formulas and data manipulation
Proven success in working well both in teams and independently
Experience with Sharepoint and Microsoft Project
Experience supporting major clients
Experience with project management and accounting systems (Deltek Vision preferred)
A critical thinker, with a high degree of flexibility
Ability to communicate and coordinate with various levels of personnel in multiple organizations for both internal and external clients

Licensed Financial Specailist Resume Examples & Samples

Retail banking experience preferred
Minimum of 2 years experience in the brokerage business, investor call center, insurance call center, retail banking, or other financial services. Must have demonstrated experience in consultative sales and developing customer relationships
Strong business acumen, drive for results, professional demeanor, interpersonal communication, and presentation skills
Demonstrated comfort in an environment with accountability and measurement

Financial Cnslt Assoc Resume Examples & Samples

1-3 years administrative experience is required, preferably in securities trading, operations or sales environment
Prior experience supporting financial advisors preferred
1-3 years customer service experience is preferred
Strong Computer Skills preferably on a Windows based system
Excellent interpersonal skills required
Strong verbal communication skills are required

Financial MGR Resume Examples & Samples

Strong working knowledge of general accounting, accounting systems, financial reporting and financial analysis. Excellent working knowledge of computers including spreadsheet, database management, graphics and word processing applications. Demonstrated competency in management, analytical and written and verbal communication skills. Should possess effective leadership and supervisory skills
Dedicated to not only meeting, but also exceeding the expectations and requirements of internal as well as external customers. Consistently strives to exceed goals and expectations; motivates others to accomplish results in an excellent fashion. Effectively solves problems by applying a systematic assessment of alternatives. Identifies what is important and should be focused on to achieve objectives. Communicates effectively with senior management; demonstrates a high-level of professionalism; inspires confidence and credibility. Identifies talent and hires the best available candidates whether internal or external
A degree in Accounting or Finance combined with CPA or CMA Certification and/or MBA or MPA graduate degree is preferred for this function to ensure that the manager has an adequate knowledge base to manage functions and activities within the department, to make appropriate decisions and to review reports, activities, and analysis with good judgment

Financial Cnslt Assoc Resume Examples & Samples

Excellent listening, verbal and written communication skills
Highly organized, exhibiting attention to detail in order to track and follow-up on all incoming workflow
Ability to excel in a fast paced environment
Excellent customer service and sales orientation
Knowledge of financial markets and products
Ability to learn quickly and continuously

Financial Controller L Oreal Paris Resume Examples & Samples

Over 6 year international company experience, FMCG preferred
Financial technical skill especially for the promotion analysis and figure sense
Highly organized, motivated, energetic, efficient and detail oriented
Assertive, easy going and able to work individually or as a team member
Hard-working and able to successfully meet stringent deadlines under high pressure

Financial Project Accountant L Oréal Uk Llantrisant Resume Examples & Samples

Analyse existing processes and provide business recommendations to improve operational efficiency
Evaluate business cases and track performance of new and existing projects for Corporate Finance
Work with Senior Finance Management and the IT team to implement changes ensuring timely completion, expert analysis and summarisation of results
Improving business planning and forecasting processes
Develop process documentation to high internal audit standards
Support ad hoc activities and projects where required
CIMA/ACA qualified or well progressed to gain this qualification
Proven attention to detail / accuracy
Planner / well organised
Logical approach
Can challenge the status quo
Can work autonomously

Branch Account Manager Onemain Financial Resume Examples & Samples

Minimum of two years directly related sales experience in a similar industry preferred
Effective communication skills that demonstrate the ability to work directly with people in a customer service capacity
Willingness to work flexible hours. Typical office hours are M,W,F-8:30 a.m. to 5:30 p.m., T, Th–10:00 a.m. to 7:00 p.m. Saturday 9:00 a.m. to 12:00 p.m

Financial Audit Data Analyst Resume Examples & Samples

5+ years of experience with IT or business
Knowledge of database management focusing on Microsoft SQL Server technology, including writing SQL stored procedures and data modeling through academics or practical field work in extensive data analytics or data migration projects
Experience with federal consulting preferred
Knowledge of DoD Working Capital Fund, Navy IT systems, or financial management practices from additional to basic
Ability to adapt to excel in a culture with a high degree of ambiguity
BA or BS degree in Accounting, MIS, CS, Mathematics, or a related field

Credit & Portfolio Analyst One Main Financial Resume Examples & Samples

BA/BS in a quantitative discipline plus 5 years of experience in the financial services industry (graduate education considered in lieu of experience)
Advanced SAS skills
Self-starter with strong analytical and problem solving skills
Builds partnerships across functions/regions; collaborates with others to identify problems, provide solutions, and reach agreements
Very strong organizational and project management skills and exceptional attention to detail
Advanced MS Office Skills including the ability to conduct comprehensive data analysis in Excel and presentations in PowerPoint

Cib-credit Risk Financial Sponsors Group Associate Resume Examples & Samples

Must demonstrate first rate analytical and credit skills/judgment, with an intensive 'hands on' approach to digging into the details of credit and structure
Be able to establish credibility and trust with clients, syndicate banks, business partners in the CIB and credit executives. Must be able to partner with them effectively
Proven coaching and development ability
Previous experience of reviewing and commenting on LBO loan / derivative documentation
First rate project management skills and demonstrable end to end ownership of work/projects
Excellent communication skills (both written and verbal)
Other European languages an advantage

Financial Business Systems Analyst Resume Examples & Samples

Applies subject matter expertise to guide Finance department . Provides guidance and input for finance initiatives and activities. Areas include GL, AP, Fixed Assets, Budgeting, Treasury, and Tax
Applies subject matter expertise to guide the HR department . Provides guidance and input for HR initiatives and activities. Areas include payroll, employee relations, and talent acquisition
Writes SQL queries for reporting and troubleshooting purposes
Creates and maintains Crystal reports
Creates functional and technical specifications for IT Development
Coordinates and participates in User Acceptance Tests
Provides administrator support for Financial and HR applications
Available for on-call support as needed

Financial Resume Examples & Samples

Perform month-end reporting for WM APAC
Revenue monitoring and performing daily control procedures for WM’s books and records
Prepare WM APAC management reports for various stakeholders (senior WM management, WM CFO), covering key financial indicators, profitability measurement, KPIs etc
Checks and controls over WM APAC management report production work
Maintenance of static data in MIS datamart, eg updating data files
Coordinating and submitting cost centre requests to Control Group

Financial Account Analyst Resume Examples & Samples

Support preparation for daily Data Owner IMR submission meetings by generating initial IMR information including scorecard items and incidents. Perform follow up with Data Flow Stakeholders to assure completion of action items and accurate tracking of IMRs and Incidents in-progress
Assist in the running of the daily IMR submission meetings hosted by Data Flow Operations
Assist/perform daily/weekly/monthly GENESIS operations metrics reporting
Assist in impact analysis (i.e. feeds, delivery delays, incident items) conducted by GENESIS Operations team in Tampa
Work on special projects providing operational analysis and reporting support for Local Regulatory Reporting, Full Suite, and other Finance initiatives based on consumer consumption delivery targets
Accounting background (CPA equiv.), understanding of Citi Financial systems and operational processes
Experience/understanding of Incident and Issue Management Resolution (IMR) processes
Experience working in a dynamic Operations Team Environment
Process control orientation
Microsoft Office proficiency: Word, Excel, PPT, SharePoint

Financial Applications Developer Resume Examples & Samples

Strong C++ including the STL
Exceptional software engineering and problem solving skills
A passion for design, problem solving, AND hands-on development
Experience of the full development life cycle
Pragmatic and adaptable outlook
Experience with a functional programming language is a plus

Channel Account Financial Partner Development Manager Resume Examples & Samples

Typically 5-8 years of selling experience at end-user account or partner level
Solid experience in selling to partners in a complex environment
Bilingual (French/English) required
Solid understanding of the IT industry, competing vendors, and the channel. Dimensions include competitive positioning
Solid understanding of HP's organization & operations, including key business rules, and alignment with HP GBU go-to- market strategies, partner segmentation, key programs & initiatives, structure
Solid understanding of many of HP's products, software, and services. Able to communicate the strengths of HP's offerings, and overcome objections
Effectively sells HP offerings by building strategic relationships with partner decision makers; and promoting HP programs and offerings
Develops account plans with partner to grow HP's share of the business
Partners effectively with others in the account to ensure coordinated efficient account management
Ability to motivate partner's sales force
Solid understanding of pipeline management discipline and ability to explain benefits to partners

Financial Solutions Manager Norway Resume Examples & Samples

Meet and exceed monthly and annual lease target
Provide creative deal structuring for strategic sales opportunities
Present, negotiate and close financial solutions to customers
Carry out documentation to Cisco Capitals guidelines including preparing internal paperwork needed to turn a lease transaction around (e.g. - write ups, legal term sheet etc)
Align closely with Cisco's Goals and Initiatives of the relevant fiscal year within the sales geography, specifically: leased target volumes, contribution
Communicate with and train Cisco segment Operation Director, Regional Sales Managers, Account Managers, Inside Account Managers and Service Managers with regards to Capitals financial solutions portfolio
Develop strong relationships with Regional Sales Manager's and Operation Directors within country for product and services sales
Be part of Cisco Account Managers' business planning on selected accounts
Provide an outstanding level of service to our customers, Cisco and end user
Proactively contribute to the overall Cisco customer relationship
Maintain an awareness of competitor activities
Proven strong track record in sales with experience in solution led selling of financial solutions (essential)
Confident closer able to build relationships to the highest levels (essential)
Sales "hunter": capable of working with Cisco sales force to develop green field opportunities (essential)
Sales "farmer": Cisco has superb ongoing relationships that need protecting and enhancing, so this person will bring solid account management skills and track record (essential)
Knowledge of financial and operational leasing solutions both US GAAP and local country variants (essential)
Natural leader who is happy to mentor and coach others. Works as a part of a team and not as a solo player (essential)
Is able to communicate and negotiate at board / director / CFO-level and has a track record of influencing such decision makers (essential)
Very well skilled in lease mathematics (lease calculations), familiar with lease related pricing (essential)
Excellent communication skills in English and local market language(s), both oral and in writing (essential)
Competent user of technology and computers who is comfortable using MS Word, MS Excel and MS PowerPoint to a proficient level (essential)
Knowledge of structured leasing and the ability to structure complex financial transactions (essential)
Mother tongue level Norwegian (essential)
English strong enough to work within a global company where English is the business language, attend meetings, read documentation etc (essential)
High level of presentation skills (essential)
Outstanding relationship builder and be able to expand existing relationships (essential)
Self starter and self motivator, driven by achievement (essential)
Absolute integrity (essential)
High levels of initiative (essential)
High attention to accuracy and detail (essential)
Team player (essential)
Any knowledge of IAS (advantageous)
Broad knowledge of lease documentation, be able to negotiate and explain lease documentation with/to customers (advantageous)
Accurate lease or funding forecasting (advantageous)
Experience with CRM tools like salesforce.com (advantageous)
Leasing against assets such as business machines, printing, technology etc (advantageous)
Is used to working in a small local organization within a European support structure (advantageous)

Financial Recovery Analyst Resume Examples & Samples

Working knowledge of Microsoft Excel and Access (or relational database management system)
2+ years previous Managed Care Experience
Understanding of Provider contracting and reimbursement methodologies
Claims Processing and/or Audit Experience
General understanding of financial and operational concepts (Financial Recovery)
Understanding of CPT, HCPC, and ICD-9 codes and/or Certified Coder

Financial Input Clerk Resume Examples & Samples

Responsible for daily input of control batched invoices into the A/P System
Must have the ability to reconcile invoices, keeping production constantly moving
Responsible to open, stamp, and organize incoming correspondence, invoices and statements for the Accounts Payable department
May be responsible to input single line freight and refund invoices
Prepares invoices for scanning, filing and future check matching
Will be responsible for filing and check matching
May be required to do special research projects as requested by A/P Supervisor
May be required to work in other accounting areas as needed
Overtime may be required
High School diploma or equivalent with 1 year accounting experience
Strong Computer experience with Excel, MSWord and Outlook combined with a background of on-line accounts payable software/system

Svp, Financial Audit Treasury Resume Examples & Samples

Bachelor’s degree and a minimum of 8 years of relevant experience or equivalent experience as GE program graduate or High School/GED and 12 years relevant experience; Certified Internal Auditor (CIA), Certified Public Accountant (CPA), or related certification preferred
Experience working with the relevant regulatory requirements for the subject areas and past experience desired working with regulatory bodies (e.g., Fed, OCC, etc.)
Must apply via COS (internals) or through www.gecareers.com (externals) to be considered for this position
Must be willing to comply with pre-employment screening, including but not limited to, drug testing, reference verification and background check
Must be willing to travel up to 15% of the time

Internship Financial Engineering Infrastructure Resume Examples & Samples

Development of the new lightweight object interface
Testing the lightweight interface
Building and releasing the interface across heterogeneous platforms
Exposing lightweight objects in Excel
Educating Financial Engineering in use of the lightweight interface
Assisting IT with developments using the lightweight interface

Financial Valuation Director Resume Examples & Samples

Responsible for short-term and long-term business planning
Manages practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
Business development revenue expectations by adding new clients, cross serve activity and fully executing personal marketing plan
Serve as key client contact; viewed as trusted business advisor by clients
Leads valuation employee group to meet department objectives
Serves as internal advisor on technical matters as a Subject Matter Expert
Drives a team environment; demonstrate support of management decisions and builds a positive culture
Bachelor’s degree required; Masters preferred
10 years supervisory experience
Proficient use of applicable technology including excel

100

Financial Valuation Manager Resume Examples & Samples

Coach staff on business development strategies
6 - 8 years supervisory experience
Proven high level of business integrity, client service and leadership skills

101

Financial Valuation Senior Manager Resume Examples & Samples

Responsible for practice billing and timely collection of fees
Ensure quality control standards are met
Bachelor’s degree required; Master’s degree preferred
A minimum of 8 years of valuation experience
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

102

Financial Intelligence Analyst Resume Examples & Samples

Conduct analysis on customer and transactional data to make determinations of irregular activity or customer profile changes through understanding of industry norms, historical customer activity and regulatory definitions of suspicious activity
Exercise solid judgment while examining, identifying and documenting suspicious activity behaviors and patterns. When appropriate escalate and/or refer problem accounts or customer based on applicable procedures
Assist with all other departmental tasks; such as, creation of metrics, reporting, testing, threshold analysis, tuning

103

Program Manager Global Financial Inclusion Resume Examples & Samples

Bachelor's degree (or equivalent) from top-tier institution
Minimum of 5 years of progressively responsible experience in operations/program management
Exceptional project management skills
Global or multi-national experience within the field of international development (corporate, NGO, multi-lateral) is strongly preferred
Passion for achieving social impact through market-based/shared value models
Ability to develop integrated work plans and coordinate efforts across a range of business functions
Ability to evaluate project requirements and coordinate resources to accomplish project goals
Proven success in synthesizing large data sets related to a wide variety of functional business problems
Ability to work well under pressure, achieve results in a fast-paced and dynamic environment, and to thrive under short deadlines
Ability to work within a complex and often ambiguous environment, including collaborating with and influencing various stakeholders regardless of reporting and functional lines
Team oriented, collaborative, positive, diplomatic and flexible
Proficiency in PowerPoint, Excel and Word and database management software

104

Service Associate One Main Financial Resume Examples & Samples

Ability to operate in a full service environment to resolve complex and expansive set of customer inquiries across multiple systems
Maintain detailed knowledge of a subset of product and service offerings to customers
Analyze risk areas and identify solutions to meet customer's needs
Minimum of 2 years customer service experience
Analytical skills used in problem solving situations
Ability to listen and diagnose customer problems that could be ill-defined
Ability to identify whether problems require immediate technical support, requiring User Technicians or Team Leader/Supervisor assistance
Excellent phone and interpersonal skills used appropriately in dealing with co-workers, subordinates, and field employees

105

Financial Senior Analyst With English Resume Examples & Samples

Co-ordinate country Line of Business (LOB) and Field Support Unit (FSU) input to achieve a timely and accurate country Plan or Outlook submission to XTE
Collate and consolidate country submissions
Provide senior management with suitable review material for final approval
Prepare/provide monthly reporting to senior management with comparisons to outlook/plan and prior year including appropriate analysis
Prepare ad-hoc analysis, as required, to provide accurate insight to business issues and variances to plan/outlooks/Year on Year (YoY)
Provide accurate business analysis to facilitate decision making
Areas covered by the team will include; Leasing, Graphic Communications, Customer Service Operations, Country Reporting, Head Office costs and European entity overhead costs
Must be committed to a career in Finance
Good Financial Accounting,Planning, Outlooking and Analysis skills with relevant experience and able to apply these to unfamiliar areas of business
Contributes fully to an effective team environment; demonstrates willingness to work cooperatively with others to achieve shared goals

106

Financial Regulations Analyst / Team Leader Resume Examples & Samples

Identifying and monitoring of international regulatory developments which affect the financial industry
Information research on national laws and practices in the area of tax and financial industry regulations
Analysis of identified topics affecting the financial industry and identification of potential impacts
Preparation of overview documents on monitored developments summarizing and explaining the main elements of the proposed regulations including drafting of proposed measures
Performing ad-hoc queries and conduct in-depth research and analysis
Preparation of background papers, presentations etc
Masters' degree in Law
At least 3 years of the professional experience
Proven experience in leading a small team is an asset
Exceptional analytical skills as well as ability to interpret legal/regulatory texts
Experience in writing analytical papers
Proven research and drafting skills as well as the ability to summarize legal/regulatory texts
Ability to work in a multicultural environment
Fluent written and verbal communication skills in English
Knowledge of German Spanish Italian French would be an asset

107

Financial Manger Resume Examples & Samples

To work as financial manager in business finance function, to support new business initiatives from all financial perspective
To establish project team, Liaise and work with regional finance people and other internal business partners to compete the NBI process from finance side, and ensure new business/products to be launched smoothly
To provide insightful financial analysis, assessments on various financial metrics, to help senior management decision
To be responsible for all regulatory requirements of the new business/products, develop monitoring procedure to ensure all regulatory requirements are well addressed
To closely work with treasury function on capital and funding consumption needs on new business/products
To establish accounting model as well as reporting framework for new business/products based on latest accounting policy, regulatory requirements and business requirement
To coordinate with various finance function, to establish front to back flow for the new business/products in both local and regional financial system. To organize UAT to ensure all financial information can be provided accurately
To manage operational risk within finance team, streamline process and procedures, identify risk areas and develop action plan to mitigate operational risk and improve efficiency

108

Anti Money Laundering Financial Intelligence Manager Resume Examples & Samples

Ensure appropriate and timey follow-up of identified issues
Ensure adherence to documentation requirements. Perform periodic reviews of operations and initiatives to ensure observance of enterprise and regulatory policies
Process Improvement certification preferred (e.g. Six Sigma, CMMI, etc.)

109

Director, Financial Performance Management Resume Examples & Samples

10+ years of experience in Finance or banking group
Excellent relationship management skills and an ability to establishconducive working relationships with stakeholders across different business groups
Excellent people management and motivational skills with experience in managing finance/accounting teams
Excellent analytical skills, including knowledge and understanding of the financial metrics used in evaluating line-of-business and pillar results
Excellent oral and written communication and presentation skills, with capability of effectively interacting with senior managers and executives
Demonstrated ability to take initiative, work independently and establish priorities

110

Financial Solutions Manager Resume Examples & Samples

As a seasoned professional with a wide range of experiences, this individual uses professional concepts and company objectives to resolve complex issues in creative and effective ways
Is responsible for a specific Area install base and large, complex, high visibility, strategic, or tactically important accounts
8 to 12 years of experience is preferred
A Bachelor of Arts or Sciences Degree in Finance, Business; or related field is required

111

Financial Brcm Analyst Resume Examples & Samples

As a Global business, HTS is required to undertake responsibilities for the effective implementation of the Group’s Operational Risk Framework. The Business Risk & Control Management (BRCM) team is part of the first line of defence in the business
The role holder is responsible for supporting the continual assessment of operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructuring and the impact of new technology
The importance of operational risk and control has increased over recent years and has the potential to be one of the most influential value added services available to senior management and the Group. The role holder’s ability in identifying major risk areas and key control weaknesses poses significant impact on businesses in meeting their strategic objectives
The nature of the role requires close working contact with senior executives in the Group and Region. The jobholder is required to contribute to maintaining an excellent relationship with the Regulators and industry bodies in respect of Operational Risk
The role holder must demonstrate compliance with HSBC Group standards, manuals and policies and adhere to the defined work practices, internal controls and risk management standards associated with the role
It is desirable that the role holder possesses sound knowledge on banking regulations and operations, and audit and control concepts in order to develop a set of effective standard guidelines that can be implemented. In addition, the jobholder is expected to be highly organized and to act independently and exercise broad discretion with minimal guidance and supervision
Perform analysis of SOX control design and execution, identify issues and provide consultation to Control Owners to assist them with developing appropriate solutions. Produce and distribute relevant and timely reporting and status updates on plan progress and relevant issues identified to process stakeholders with well-articulated updates to management as needed
A sound knowledge of the Group and the HTS business, including products, services, systems & processes
Business experience in a variety of roles (Corporate / Commercial Banking) centered on delivery of high quality customer service
Exposure to an operations and a control environment, such as audit or compliance
Financial, Risk, Audit, or Project Management certifications such as CPA, CISA, PMP demonstrate competency in applicable skill areas and are desired

112

Citi Financial Tech Lead Resume Examples & Samples

Partners with multiple management teams to ensure appropriate integration of functions to meet goals
Identifies and defines necessary system enhancements to deploy new products and process enhancements
Solves / works a variety of high impact, high-profile problems / projects with considerable business impact through in-depth evaluation of complex business processes, system processes and industry standards
Provides expertise in area and an advanced level of understanding of the principles of applications programming. Develops standards for coding, testing, debugging and implementation in a BI environment
Ensures application design adheres to the overall architecture blueprint
Demonstrates advanced understanding of supported main system flows
Possesses a comprehensive understanding of how own area and others (I. e. , architecture or infrastructure) collectively integrate to contribute towards achieving business objectives
Acts as advisor or coach to new or lower level analysts; allocates work
Provides in-depth and sophisticated analysis with interpretive thinking to define problems and develop innovative solutions
Directly impacts the business by influencing strategic functional decisions through advice, counsel or provided services
Persuades and influences others through strong and comprehensive communication and diplomacy skills
Bachelor’s Degree in the Computer Technology field, such as IS, IT, or Computer Science
Demonstrated 10+ years’ experience in a BI development environment
Experience with AB INITIO
Experience in various Software Development Methodologies (Waterfall, Agile, XP, Kanban, and SAFe)
Excellent English and French oral and written communication skills with the ability to communicate with technical as well as business partners
Senior level experience in a BI Apps Development role and 3-5 years acting as tech lead in data analysis with regard to data warehousing, ETL, and reporting

113

Global Financial Institution Senior Analyst Resume Examples & Samples

Assists in the implementation of the AML /CTF Compliance Program across foreign clients so the bank remains in regulatory compliance with both local jurisdictional regulations and Bancorp policies with respect of AML, Counter Terrorist Financing and Economic Sanctions
Conducts research and Assesses external sources of information and reports regarding regulatory or materially adverse news for customer risk impacts
Writes reports analyzing various AML risk factors such as host country’s AML regime risk assessment, specific, risks associated with customer’s own AML program, legal structure, ownership, customer base, systems, negative news, sanctions and PEPs
Assists in the review and consistency of client acceptance procedures/policies and risk management including identification, pre-screening and monitoring
Prepares and delivers to GFI Compliance Manager and Director of International Business (as necessary) periodic reports on AML/CTF risk management for GFI clients identifying gaps and weaknesses, where appropriate
Supports business strategy and aligns compliance activities with GFI business strategy
Contributes to design and implementation of Bancorp AML Strategies and Policies as well as other compliance strategies and policies
Performs periodic profile reviews for High Risk GFI clients. Evaluates AML Programs of correspondent clients, risk rates relationships and advise relationship managers on the content and form of the AML risk evaluation profiles
Conducts regular BSA/AML Enhanced Due Diligence (“EDD”) or Customer Due Diligence (“CDD”) reviews of foreign correspondent relationships, as necessary
Contributes to Compliance Management Framework: ensures timely reporting of significant compliance and regulatory risks exposures, significant results of compliance GFI risk assessments, findings of compliance oversight and internal auditors. Monitors the resolution of such exposures, raising trends and ensuring the development and implementation of management action plans to address risks and issues effectively
Provides specific advice on GFI matters as they arise; provide recommendations to related written guidance (policies, procedures, guidelines, standards, manuals, and so forth); and provides (or assists management in providing) appropriate training and education as required in relation to International compliance risks and requirements
Develops, adjusts and implements framework to identify, assess, prioritize, communicate and address GFI and related impacts to Fifth Third bank, in relation to on-boarding, business practices and activities, (including mergers and acquisitions, if warranted)
Manages various projects simultaneously intended to enhance the on boarding, annual reviews and account activity monitoring of foreign financial institutions located in different geographies
Performs EDD for on-boarding of Global Financial Institution (“GFI”) relationships
Reviews and maintains policies and procedures related to Foreign Correspondent Banks
Establishes and maintains contact with Foreign Correspondents’ compliance department
Possesses expert knowledge of economic, social, cultural and regulatory climates in the geographies served
Coordinates response from AML Investigations in obtaining information on GFI clients
Gathers and maintains BSA/AML documentation
Contributes to customer on-boarding and exiting decisions
Develops knowledge of Fifth Third Bank’s Correspondent relationships
Works with International Relationship Managers
Develops knowledge of International Products and Services
Works closely with GFI Compliance Manager, Compliance Officer, AML Intelligence Officer, AML Investigations and AML EDD Unit
Using developed framework, constructs detailed reports for investigative analysis
Maintains industry contacts
Education:Bachelor’s degree or commensurate work experience. High proficiency in a foreign language preferred (i.e. Spanish, Chinese, Portuguese) and English
Certifications:BSA/AML certification from financial industry groups. (ACAMS) is desired or equivalent BSA/AML experience is required. Florida International Bankers Association’s AMLCA or AMLCP is also acceptable
3 - 5 years experience in banking, preferably experience related to regulatory compliance or risk management. 2-3 years experience in international correspondent banking product sales with a major global financial institution is also highly preferred
Prior international business experience is highly preferred
Knowledge of BSA and anti-money laundering issues and other regulations
Must have excellent written and oral communications skills
Ability to construct detailed reports for investigative analysis
Ability to effectively manage time
Independent and highly self-motivated
Ability to communicate effectively with senior officials
Analytical and problem solving abilities
Must have strong PC skills including Microsoft Office (Word, Excel, Access, PowerPoint)
Ability to compose detailed Excel spreadsheets and to effectively transport data from databases and applications

114

Financial Risk Manager Resume Examples & Samples

BA degree in Actuarial Science, Mathematics, Statistics, Finance or related field, and 10+ years of related actuarial or financial experience
Demonstrates high quality leadership, judgment, organization and prioritization skills
Effectively communicates, both verbally and in writing, advanced analytical concepts to various audiences
FSA, CERA, FRM, CPA, or CFA certifications desired

115

Financial Accounts Assistant Resume Examples & Samples

Administering monthly accruals and prepayments including insurance, freight and marketing
Fixed Asset Accounting, including monitoring to plan, depreciation and reconciliation to Balance Sheet
Reviewing processes and developing improvements
Ensure compliance with the SOXA controls and processes within all areas of responsibility
You will be AAT qualified or CIMA/ACCA/ACA part-qualified
Experience of working in a finance environment
Comfortable with Excel, although not essential it would be desirable if you have worked with the JD Edwards Accounting system
With a keen eye for detail, you must be a good communicator with a proven competence of working in a team and the ability to work to tight deadlines

116

Director of Financial Resume Examples & Samples

Lead in risk identification supporting the annual audit plan
Establish the scope, objectives and approach to assigned audits
Provide oversight for Sarbanes Oxley program management
Minimum of ten years of experience in assessing financial/operational risks and controls
Minimum of four years prior Sarbanes Oxley experience
Sarbanes-Oxley program management experience
Strong written, oral and presentation skills
Strong leadership capabilities
Broad understanding of the strategies and processes for delivering solutions that support business functions
Knowledge and experience with audit standards and controls frameworks

117

Financial Sponsors Associate Resume Examples & Samples

Develop dynamic financial models for LBOs, mergers, and other capital markets transactions
Assist clients in identification, structuring and financing of leveraged buyouts, as well as the evaluation of strategic alternatives for portfolio companies
Take pride in all aspects of their work, recognizing it is a reflection not just of the firm but of themselves
View our clients as their first priority

118

Product Controller / Financial Controller Resume Examples & Samples

Prepare and distribute reconciliations: Trade data to Subledger recs; Subledger to Ledger recs, Intergroup reconciliations, other as allocated
Monitor balances in key control accounts, suspense, other as allocated
Identify the breaks, including Intergroup breaks, discrepancies and inconsistancies, document and monitor the remediation action plan for those issues
Support Month end close process
Perform system integrity checks as assigned
Prepare relevant MIS, present KPI where required
Assist with the investigation of Adhoc queries

119

Assistant Manager Leadership Development Program San Francisco Financial Resume Examples & Samples

12 months will be spent learning the fundamentals of the financial center in the following key roles: Relationship Banker, Sales and Service Specialists, Teller, Teller Operations Specialist, Operations Manager, Financial Center Manager, and Personal Banker
Must have a Bachelor’s degree from an accredited college or university with a graduation date between May 2014 and June 2015 (between May 2013 and June 2015 for Internal Associates)
Must have a strong desire to coach and lead associates to achieve results
Ability to influence and collaborate with others to achieve shared goals
Ability to understand and manage risk in a customer-centric, results-driven environment
Strong organizational skills including the ability to effectively manage multiple responsibilities and priorities
Strong communication skills (including verbal, nonverbal, written, and presentation) and active listening
Proficiency in computer skills and professional programs (for example Microsoft Office)
Availability to work weekends and/or extended hours (as late as 8:00 p.m.) as required to run the business
Ability to pass the company sponsored assessment
A minimum of 6 months experience working with internal or external customers in an administrative, professional, or customer centric environment
Demonstrated experience leading, managing, motivating, or developing a team to meet and exceed assigned goals
Bilingual (Mandarin/Cantonese) preferred
Experience in the following industries: Consumer Banking/Financial Services, Mortgage, Retail, or Hospitality

120

Manager of Financial Intelligence Resume Examples & Samples

Minimum of 10 years’ experience in Banking Services, Quality Assurance, Audit or Operations
Minimum of 5 years of experience with strong exposure to KYC/AML/CDD/EDD or due diligence teams
Bachelor's degree in business/ related discipline or equivalent work/training; professional qualification in KYC / AML such as CAMS is a big plus
Thorough knowledge of BSA and USA PATRIOT Acts
Highly independent. motivated, team player, self- starter and able to work independently

121

Financial Sponsors Coverage Banker Resume Examples & Samples

Origination of leverage finance transactions to support designated private equity clients in their activities with the objective of securing leverage finance mandates from clients at the most senior role suited to BBVA capabilities
Close and joint cooperation with the Syndicated Finance and Corporate Lending Product team is required at every step to structure the transaction, obtain necessary internal approvals, provide quick responses to clients and properly execute the transaction
Emphasis will be placed on providing professional, quick and consistent responses to clients to maintain and enhance the reputation and track record of BBVA as a reliable partner
10+ years of experience in Financial Sponsors Group and Leverage Finance positions with top-tier financial institutions
Preferred: MBA or MA/MS in Economics, Engineering, Math or Science
Knowledge of private equity industry and how private equity firms are organized and managed; working knowledge of the investment process in private equity firms
The candidate must be proficient at establishing new client relationships, maintaining existing relationships, opening doors and gaining the respect and trust of the client at all levels
Languages: English required, knowledge of Spanish is a plus

122

Product Controller / Financial Controller Resume Examples & Samples

Coordinating, preparing and running daily reconciliation reports between the settlement system and the general ledger
Daily reconciliations of equity derivative positions between the source system and the general ledger and investigation and clearance of breaks identified
Investigating, and clearing breaks and monitoring the progress in break clearance
Close liaison with IT and Settlements functions to help determine the cause of breaks
Daily review and investigation of posting failures
Reporting on the daily reconciliations process status
Review of suspense accounts on a daily / monthly basis
Detailed month-end substantiation of the accounts which are reconciled to ensure that financial reporting is accurate
Ownership / management of the month-end substantiation process for the ledger
Delivering improvements in effectiveness and efficiency of the reconciliation process
Preparing balance sheet reporting on a regular basis to the business
Ownership / management of the client unbundling process in liaison with Front Office
Performing inter-company reconciliations
Significant experience in the area of complex reconciliations
Part-qualified accountant or strong operational reconciliations experience
Investment Banking experience in Financial Control or Operations function
Knowledge and understanding of key financial markets products traded by ING
An ability to clearly understand complex reconciliation processes, identify issues as they arise and investigate these to determine the underlying problems
Delivery focused to ensure timely and accurate reporting of daily deliverables
Experience of UAT testing for complex system changes
Strong administrative / organisational skills to manage the month-end reconciliation process for the ledger
Ability to work on tasks without prompting and manage own time to meet deadlines

123

VP, Financial Audit Resume Examples & Samples

Contribute to the direction and focus of the Finance Internal Audit team’s activities through active engagement in risk assessment, audit planning, and continuous monitoring processes
Draft audit plans, develop audit tests, and lead audit execution for all financial reporting, SOX, and regulatory reporting related processes
Identify and assess the impact of control deficiencies
Ensure effective and efficient execution of audits in conformance with professional and departmental standards, budgets, and timelines
Maintain high awareness of economic, regulatory, and business risks and issues, taking action to assure required adjustments to risk assessments, audit plans, and audit programs
Bachelors degree with 7+ years financial services experience or, in lieu of Bachelor's Degree, a minimum of 10 years relevant finance, business or related field, or equivalent experience
Currently holds or is actively pursuing CPA, CIA, FRM or other relevant professional designation
Referrals will only be eligible for the 4X special incentive referral bonus payout based on date of referral submission during SPIF program eligibility dates. All other guidelines under the WDYK program are applicable
Prior experience auditing, examining, or working in a financial/regulatory reporting function
Experience interacting with regulators and auditors strongly preferred
Ability to effectively integrate business, operational, technological, and financial components into audit work performed
Understands all relevant business technologies and their impact to the control environment
Strong written and verbal communication skills to deliver to line management high quality, actionable feedback on a variety of audit related issues
Able to work independently on multiple assignments while effectively supporting teamwork and achievement of team objectives

124

Client Executive Financial Vertical Specialist Plains Resume Examples & Samples

Responsible for selling the complete VMware solution, products, and services within a list of approximately 5 Named Select Accounts
Drive account portfolio sales strategy and establish sales cadence with the corporate account team
Become as intimate as possible with assigned accounts and bridge the gap to executives while increasing VMware mindshare
Learn and understand the assigned accounts extended business model and create offerings and solutions to meet corporate goals
Solidify existing customer accounts and elevate VMware to a more strategic position within all accounts
Adopt account portfolio sales strategy leveraging channel partners
Move the transaction through the entire sales cycle
Match the VMware solution to the customer’s business needs, challenges, and technical requirements
Develop and manage a partner strategy by selecting a set of “preferred” partners,
Develop a collaborative account plan and enable channel partners to be an extension of VMware sales force
Extensive experience negotiating large 7-figure deals with extremely complex terms, conditions, price pressures and considerations
Ability to communicate the business value and/or ROI of proposed products and solutions
Accurately forecast license bookings, specific products revenue, PSO bookings and new accounts on a weekly, monthly and quarterly basis
Utilize VMware EPIC2 values (Execution, Passion, Integrity, Customers, Community) to conduct day to day business
8+ years of experience in related software industry with at least 5 years in a selling role to large select accounts
Experience selling in both a direct and an indirect or channel driven model
Experience orchestrating complex multimillion dollar solution sales from business champion to the CEO level
Experience leading a team of professionals in sales campaigns that include sales executives, field SE’s, Inside Sales, Field Marketing, Services, Professional Services, and Channel teams
Domain experience selling in Datacenter Space. Ideally expertise across-compute, network, storage, Management and cloud
Experience selling complex solutions, requiring integration (solutions being sold and with existing customer investments) and Professional Services to execute
Proven track record of over achieving quota in a highly competitive, fast paced environment

125

Foundational Services Financial Data Snapshot Platform Senior Engineer Resume Examples & Samples

Extensive experience in object-oriented Java/Spring software development in a Unix/Linux environment
Strong understanding of algorithms, data structures, object oriented design and multi-threaded programming concepts
Working knowledge of modern development methodologies and tools (Jenkins/Maven/JIRA/Git)
Excellent problem solving and communication skills and thrives in a highly collaborative and dynamic work environment
Proficiency in SQL/NoSQL database technologies

126

Financial Due Diligence Manager Resume Examples & Samples

Responsible for the day-to-day management of core financial due diligence, identifying key risks and potential deal breakers, assessing the strengths and weaknesses of the business against industry benchmarks, and evaluating the potential transaction in the context of their clients’ investment strategy
Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact valuation and negotiation of the target company
Articulate how findings should be incorporated into the client’s valuation model and sale / purchase agreement, and provide other negotiating points
Responsible for designing tailored due diligence procedures for new assignments, including the formulation of a budget
Assist with building and maintaining client relationships and the pursuit of potential clients
5-7 years Big 4 public accounting experience – targeted within the advisory, financial audit, or transaction experience
Bachelor’s degree from an accredited college/university
MBA from an accredited college/university preferred
Licensed CPA or CA required

127

Financial Modeler Resume Examples & Samples

Designing and improving management and board reports for monthly actual results and forecasting cycles
Maintaining and upgrading the existing forecasting model
Conducting financial model reviews
Developing the Financial Modeling Framework

128

Technology Operations Technology Financial & Headcount Analysis Resume Examples & Samples

Lead the Financial Planing and Analysis function for the Business Unit: lead the business planning cycle, coordinate with various teams to meet the annual budget, identify potential areas for cost saving
Lead headcount management: Drive global headcount management of 1500+ total staff, plan and execute internal re-organization
Support senior management to explain their budget and heacount
Work on both short term, ad hoc requests as well as longer term analyses and projects
Map out processes and develop efficiencies and improvements
Role varies by initiative and may be project management related or acting as a business analyst/execution resource to management
Work closely with HCM, Finance and others as needed on a variety of projects
Strong MS Office skills, especially Excel
Broad knowledge of and interest in Financial Services, GS businesses and Technology
Results-oriented and pro-active. Ability to handle multiple, time-sensitive projects while focusing on the quality of work delivered
Highly proactive person who demonstrates initiative and ownership and can work with little direction on complicated, sensitive assignments
Strong communications skills – listening, written, and verbal
Strong presentation skills; able to put together commercial, creative presentations for management across a wide range of topics
Strong organizational skills; ability to multi-task and work under pressure and prioritize

129

Rohq Fro Financial Repporting Analyst Resume Examples & Samples

Perform ad hoc table maintenance within SLA
Develop the necessary controls to ensure integrity and quality of all maintenance output
Support projects and testing of system enhancements and new/modified feeds that affect the GL systems
Develop a strong working relationship with the internal Citi customers serviced by the unit, ensuring that high quality service standards are maintained

130

Financial Senior Accountant Resume Examples & Samples

Improve and maintain quality and consistency of key wealth management data
Implement and maintain improvements to the closing process
Improve control environment by implementing and administering additional business reviews
Analyze key business Metrics with eye towards implementing permanent enhancements to systems and processes
Support ad hoc strategic processes including cost saving initiatives
Bachelor degree required
Minimum 8 years Accounting experience
Minimum 3 years Audit or Controllership experience required
Understanding of and experience with financial reporting
Ability to understand, analyze and improve accounting processes
Understanding of and ability to improve control environment including SOX
Excellent and demonstrated business technology skills
Database and report writing experience a plus
Big 4 or large regional experience
Excellent and broad understanding of wealth and investment industries
Demonstrated commitment to continuous improvement and excellence
Knowledge financial industry regulatory reporting and compliance framework
Ability to build and maintain relationships in and outside department
Ability to demonstrate corporate and personal agility
Represents the basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications
t1- th

131

Technology Financial Risk Technology Capital Risk Engineering Associate Resume Examples & Samples

Interface with the firm’s federation and producing divisions, including Finance Controllers, Finance Risk and Securities Division Management teams
Familiarity with programming in a structured language (C++, Java, etc.)
Excellent academic background in quantitative fields - Computer Science, Applied Mathematics, Physics, Engineering, Statistics
Strong interest in enhancing the infrastructure, along with developing commercial solutions
Knowledge of data analytics, principles of risk analysis and capital regulation (e.g. CCAR) a plus
Comfort in working in highly dynamic and rapid development environment

132

Citi Financial Credit Analyst , Ont Resume Examples & Samples

Bachelor's degree in quantitative field such as accounting, statistics, economics, operations research or mathematics
1-3 years experience in financial services industry, ability to understand, interpret and analyze financial statements
Strong Microsoft Office skills including Excel, PowerPoint, Access Must possess a strong understanding of statistical tools and their application to consumer credit business
Must have good communication skills (both verbal and written) with the ability to explain technical concepts to a diverse audience in business terms
Demonstrated attention to detail to ensure accuracy and completeness of documentation is critical
Sound problem solving/analytical skills and an ability to provide business insights
Ability to propose alternative solutions to complex and unique challenges and execute to completion
Strong experience with Excel, SAS, VBA

133

Technology Financial Risk Technology Market Risk Technology Analyst Developer Resume Examples & Samples

Minimum 2 years experience in application development. (either in Java or C++)
Advanced SQL and strong database skills
A track record of detailed technical analysis, architectural and development pattern and familiarity with SDLC and tools
Experience of effective team working, on multiple projects and collaborating with a global team
Experience of working to tight deadlines in an iterative and fast paced and changeable environment
Basic understanding of financial products, front office flows
Very strong analytical skills, ability to undertake hands-on investigations, identify trends and anomalies and design and implement appropriate technical solutions
Ability to form strong functional understanding of complex business requirements
SecDB and Slang Experience
Background in front office systems, risk and financial products

134

P & a Group Manager One Main Financial Resume Examples & Samples

Minimum 10 years relevant experience in the consumer finance industry or financial services required
Exceptional financial analysis skills
Ability to use and adapt extensive models related to forecasting and expense management
Superior communication skills including presentation, public speaking and writing ability
Proven ability to interact and communicate effectively with all levels of employees and Senior Management
Strong people management and leadership skills
Proficient in all MS Office Programs
Essbase, Hyperion and Peoplesoft skills are desired

135

Executive Assistant One Main Financial Resume Examples & Samples

Provides administrative support to a senior-level executive and the supporting senior team
Handle incoming calls, respond to inquiries, clarify company policies and procedures
Prepares and reviews materials and correspondence for meetings to ensure accuracy with grammar, punctuation, etc
Coordinate frequent travel arrangements - both international and domestic
Prepare, reconcile, and track expense reports through T&E system
Order supplies and process invoices through P2P/Marketplace system
Organize and secure highly confidential company and employee information
Serve as back up support for other managers or administrative staff when required
HS Diploma or GED Equivalent, college degree preferred
Highly proficient in MS Office (Word, Excel, Outlook, and PowerPoint) - able to create professional, graphical presentations in PowerPoint, complex Excel charts including pivot tables, Word documents that include professional tables and graphics. Samples of work should be submitted online with application
Ability to gain a strong command of internal administrative support systems (P2P, Citi Travel & Expense)
A minimum of 5 years prior, relevant experience preferred
Demonstrates a high level of integrity and professionalism
Ability to work weekdays, onsite, 8:00am-5:00pm and be flexible for overtime as needed

136

Head Financial Product Analytics Resume Examples & Samples

Establish a robust framework to review financial results and commercial viability of products
Perform analytics based on data provided by Finance, COO and Distribution
Evaluate the financial data produced by Group Finance and provide input to the relevant decision making bodies
Work in close coordination with the business division's Chief Risk Officer, Chief Financial Officer and Distribution channels to provide a commercial assessment of all strategic launches requiring Proprietary Capital
Manage special projects assigned by the Global Head of Product Development and Management
Manage talent within the group by driving professional development, identifying and promoting high performers, and overseeing hiring and onboarding
Master/PhD in finance and/or investments
Strong leadership skills with a proven track record of delivering at a strategic level
15+ years of comparable industry experience
Deep understanding of the asset management industry
COO background in Asset Management an advantage
Experience and understanding of multiple asset classes
Experience in Sales Management
Proven ability to manage multiple objectives simultaneously
Excellent command of English, German and/or additional European languages is a plus
Strong communication, research and analytical skills
Ability to present effectively in one to one and one to many forums
High level of energy, determination, discipline, tenacity, and self-motivation
Strong commercial market awareness
Strongly collegiate team player who can partner across other groups, regions and lines of business
Impeccable character with high ethical and quality standards, gravitas, diplomacy, and drive

137

Financial Business Management Analyst Resume Examples & Samples

Own the financial reporting database and production of timely and accurate reporting of project financial information
Implement a customized reporting process to facilitate the fiscal budget process for ETS
Maintain manual change control log to track internal reorgs and budget transfers in/out of ETS
Prepare monthly financial MOR reports and assist in presentation to senior managers
Monitor vendor accruals in project accounting systems and coordinate with Chiefs of Staff and Vendor Manager to reconcile proper recovery of fixed price contract expenses
Provide analysis, commentary, and run-rate trending to continuously monitor the Book of Work expenses compared to approved plans
Reporting of both cash and P&L spend across the portfolio and monitoring of software capitalization credits and impairments
Background in Financial Services; Experience as IT Controller is preferred
Effective presentation skills to illustrate variances to plan across multiple levels of the organization
Advanced skills in managing large data files and analytic skills needed to report status and/or financial trends; Advanced MSExcel, MSAccess, and Business Objects
Experience working with complex Management Hierarchies and P&L account structures desired

138

Group Financial Controller Resume Examples & Samples

Responsible for UK accounting records, systems and processes
Ensuring efficient and accurate input into accounting system, including Accounts Payable, Sales Ledger, Cash book, Fixed Asset Register and General Ledger
This includes the timely payment of suppliers, Credit Control and invoicing for services
Review and authorisation of expenditure before payment in line with Corporate guidelines
Corporate Treasury and Cash management. Ensuring daily reconciliation of all Bank accounts and timely action taken on reconciling items
Responsible for Computation of compensation structures
Responsible for managing corporation tax liabilities, in conjunction with our tax advisors, ensuring correct and timely reporting and payment. Production of all taxation returns, including Corporation Tax and VAT returns
Responsible for the preparation and production of Financial Statements under IFRS for all UK corporate ensuring compliance with Group accounting policies
Ensuring compliance with FCA reporting and capital requirements
Production and development of timely and accurate management, board and Group information, developing and improving procedures
Evaluation, introduction and development of systems and control measures to improve efficiency, accuracy and timeliness of information flows
At least 8 years relevant post qualification experience within a mid-sized Financial Services company (ideally within an asset management company)
Hands on Manager with good multi-tasking skills
Experience of IFRS reporting and FCA reporting
Experience of managing a Team of both qualified and unqualified accountants
Experience of UK Tax reporting and compliance

139

Financial Controller, Greater China Resume Examples & Samples

Directly supervise 15 Finance colleagues in Hong Kong and also the local controllers in China and Taiwan
Develop robust business plan to substantiate strategic business growth via M&A, and organic profitable growth with substantial New and Expanded Business supported by Client Segmentation, Client Servicing Gap and Cross selling analysis
Devise sales incentive schemes to fuel New Business Growth x Delivered quality management reporting with optimal Budget and rolling Forecast accuracy and full compliance with group policies and statutory reporting requirements
Cashflow management
Driving Finance Transformation in Greater China to achieve Operational Excellence
Lead the Transfer Pricing and Permanent Establishment review between China, Hong Kong and Singapore

140

Mb Financial Ops Specialist Resume Examples & Samples

Mortgage knowledge/experience is preferred
Advance system knowledge of MSP, VLS and Fortracs
Previous reconciliation and/or accounting experience is a plus, but not required
Advanced problem solving and organizational skills
College degree is a plus, but not required
Requires a comprehensive knowledge of Chase mortgage servicing policies and standards
Advanced MS skills needed
Possesses excellent verbal and written communication skills
Detail oriented, independent, and works with strong sense of urgency

141

Citi Financial Servicing Bp&a Data Management Resume Examples & Samples

Represent the needs of CFS in ongoing projects in the home office from a data management perspective
Develop, automate, and monitor strategic and technology plans
Coordinate the distribution of reports/metrics to support the needs of CFS
Work with Center Managers and employees to meet data/reporting needs
Support, EVP and ACD’s better processes, regulations and practices in furthering of business strategy
Support various existing processes related to data analysis, development of monthly presentations, and reporting (as needed)
Use various data platforms and statistical tools for a variety of both regular and ad-hoc analyses
Work with cross functional teams to enhance or create new Loss Mitigation initiatives that support Business objectives
Support and complete all ad-hoc data/project requests in a timely fashion
Bachelor’s Degree preferred in a quantitative discipline or 5+ years of equivalent work experience in the financial services industry required
Must have a strong Microsoft Office skills including Excel, PowerPoint, and Access
Must have SQL knowledge
Must have SAS knowledge
Must understand Java
Must understand HTML
Must have managerial experience
Must possess a strong understanding of statistical tools and their application to consumer credit or business
Must have good communication skills (both verbal and written) and attention to detail

142

Financial Accounant Resume Examples & Samples

Month-end P&L preparation, Balance sheet reporting, Cash flow forecasting
Monthly/Quarterly compliance and filing
Various operational analysis reporting
Assist Monthly Forecasting process
Assist in supporting international subsidiaries local Tax compliance and planning
Qualified accountant - ACA/ACCA/ACMA
2-3 years PQE

143

Financial Ops Manager Resume Examples & Samples

Coordinate month-end accounting close for our international entities, working closely with our international offices and our external accountants
Prepare monthly journal entries for the international locations and global operations
Setup and maintain the general ledger and perform month end closing steps in the global system
Translate and prepare foreign entities' financials and balance sheet account reconciliations
· Assist in statutory audits and provide support to internal and external auditors
Review and analyze monthly activity for reasonableness
Ensure compliance with policies and procedures and update documentation as necessary
Prepare reports and document analysis for management review
Assist with and manage various ad hoc projects as needed

144

Group Financial Controller Resume Examples & Samples

Leading the operation of a shared service centre to provide transaction processing services to US, Australia and UK and build a high performing and engaged team
Lead the monthly management accounts process ensuring transactions, reconciliations and reviews are performed to a high standard and on time, every time
Review and develop a robust internal control environment across the US, Australia and UK
Continuously develop transactional processing systems across the Group
Production of statutory reporting requirements for all PLC reporting
Efficiently managing the year end financial reports and creation of glossy PLC statutory accounts on time and within budget
Responsible for day to day management of all tax and treasury matters including liaising with banks in relation to corporate banking arrangements, credit facility etc. and cash forecasting
Assess, coach and develop team members to ensure success

145

Financial Managment Group Resume Examples & Samples

Providing transfer pricing technical advice in relation to existing and proposed Macquarie businesses. This will involve reviewing and advising on the appropriate TP methodology, working with Finance to ensure the correct application of TP methodologies and assisting in ensuring TP documentation requirements are met
Analyse new business proposals, disposals and restructures from a TP perspective
Assist with managing and interpreting legislative change in relation to TP to ensure Macquarie remains compliant and implements necessary internal policy changes for example UK Diverted Profits Tax, OECD BEPS measures etc
Consideration of TP implications of funding arrangements for both specific transactions and also ongoing business operations
Working with the Global Transfer Pricing team to ensure TP risks are consistently and adequately managed. Focus of the role will be to ensure EMEA TP risks are identified and managed
Demonstrate broad commercial knowledge within the financial service sector
Flexibility
Welcomes and actively responds to personal feedback
Ability to develop and maintain strong internal client relationships with senior members of Tax, Finance and business personnel
Demonstrate good experience on TP technical matters, particularly within the financial services industry
Understanding of the application of TP methodologies
Actively take responsibility and ownership for matters
Open communication of issues to direct and indirect reports
Flexible approach to process change
3-6 years post qualified work experience
Experience gained within Tax division of large corporate and/or Big 4 firm or law firm

146

Quant Financial Developer Resume Examples & Samples

8+ years of experience in financial market modeling is highly desired, especially fixed income
High esperience in developing API service to expose model output to other systems and clients
3+ years of experience managing quant developers
Advanced degree in quantitative discipline (statistics, computer science, engineering, etc)
Solid understanding and experience with various data analysis/machine learning methodologies such as multivariate data analysis, regression analysis, clustering techniques, classification, and anomaly detection
Experience with analysis of large and imperfect data sets
Professional programming experience in one or more of C++/R/Python/Matlab
Solid SQL (ideally MSSQL Server) programming skills
Excellent communication skills and ability to effectively collaborate with stakeholders in other teams
Familiarity with the Bloomberg Professional Service and Bloomberg data structure

147

Private Wealth Management Rotation for Aspiring Financial Advisors Resume Examples & Samples

Research, Products and Services
Branch Rotation
Transition Team
Passionate interest in a long-term career in wealth management, ideally as a Financial Advisor with an aptitude towards sales
Bachelor’s degree in Business, Accounting, Finance, or Marketing
3 -5 years prior experience. Experience in a business or sales setting a plus
Demonstrated leadership experience with exceptional communications skills
Must have the ability to obtain the Series 7 & 66 licenses within 6 months of hire. Additionally, the ability to pass the examination portion of the CFP by the conclusion of the program

148

Financial Intelligence Specialist Resume Examples & Samples

Bachelor's Degree or equivalent work experience required
At least 5-7 years’ experience in Banking Services, branch operations, risk management, or other related function required
At least 3 years BSA/AML experience required
Solid knowledge of Bank Secrecy Act and USA PATRIOT acts

149

Financial Sector Strategist Resume Examples & Samples

Minimum 7 to 10 years financial services/ research experience
Fluency in all aspects of financial analysis and securities & asset valuation
Experience as a portfolio manager or sector strategist a plus
CFA/MBA preferred
Series 7 required 66, 86 & 87 preferred

150

Anti Money Laundering Financial Intelligence Resume Examples & Samples

Provide direction and oversight over a Financial Intelligence functional unit by managing a staff of Leads, Investigators, Analysts and/or Coordinators
Collaborate across Financial Intelligence functions, the AML Office and Legal Entities and Lines of Business (LE/LOBs) to identify opportunities to improve compliance and resolve escalated issues. Plan and implement changes to enhance effectiveness
Excellent written and verbal communication skills. Strong project management and organizational skills

151

Financial Resources Controller Resume Examples & Samples

Liaising with Legal Entity Controllers monthly to understand the overall charge – understanding of overall balances driving the charge and netting we can take
Monitoring our balance sheet on a monthly basis to assess whether incremental charge/accrual needs to be taken
Working with Fixed Income Controllers to come up with quarterly (and then monthly) divisional splits based on Bank Levy and balance sheet drivers
Calculating quarterly level 6 regional splits
Liaising with regional controllers and the business unit to communicate Bank Levy impact and drivers, leveraging understanding of balance sheet drivers and movement and additional bank levy rules
Working with business unit to assess balance sheet impact and mitigation activity – currently mainly Prime Brokerage driven
Strong academic background with undergraduate degree in Accounting or Finance
Financial product knowledge; experience with Equity and Financing products desired
Excellent analytical, problem-solving, organizational, and communication / presentation skills

152

Financial Resume Examples & Samples

Reviews annuity applications and required documents in accordance with the current Company annuity suitability guidelines, making decisions as to whether each sale will be accepted or declined based on suitability and other business guidelines
Works with agents and applicants to obtain missing or incomplete information needed to complete annuity suitability review as well as clarify additional documentation requirements
Coordinates the review or implementation of process improvements or system enhancements dealing with annuity suitability guidelines
Trains and/or advises other department members regarding process improvements or system enhancements
Ensures adherence to internal policies and procedures as well as state and federal regulatory requirements dealing with the annuity suitability review process
Learns other Compliance department functions in order to back-up Compliance department members who have primary responsibility for these functions
Responds to and resolves customer service requests according to EquiTrust policies in a prompt, efficient and professional manner for agents, agency office staff, Compliance and Legal department members and other employees
College degree in business or related field or applicable work experience commensurate with degree
Achievement of (or demonstrated work toward) industry recognized designations, such as Associate Insurance Regulatory Compliance (AIRC), Fellow/Associate Life Management Institute (FLMI/ALMI), Chartered Life Underwriter (CLU) or Certified Fraud Examiner (CFE)
Three to four years of directly-related work experience with life and annuity products, preferably in the compliance or produce development functions
Strong understanding of life and annuity insurance products, including specific product knowledge of indexed deferred annuities
Strong customer/agent service and public relations skills are necessary
Must have excellent oral and written communications skills in English
Accounting or tax background desirable
Reasonably regular and predictable attendance
Ability to prioritize workflow, establish and meet deadlines, manage multiple concurrent tasks
Advanced working knowledge of Microsoft Office and PC applications
Responsible, reliable, dedicated and accountable
Organized, multi-tasking, self-directed
Innovative and inquisitive
Professional communication and diplomacy
Intuitive, problem solver, analytical

153

Financial Captilization & Restructuring Manager Resume Examples & Samples

Manage team of 5 – 10 resources supporting key core monthly and quarterly processes
Interpret policies and create operational processes to drive Group IT financial accuracy
Investigate and influence future state process and tools to run end to end functionality
Look to create efficiencies by investigating onshore and offshore opportunities
Prepare and present to Group Technology senior management no a regular basis

154

Financial Program Coordinator Resume Examples & Samples

High School Diploma/GED
At least 2 years experience in coordinating engagements for the contracting firm
At least 1 year experience in using working knowledge of Federal acquisition laws, regulations, policies and procedures
At least 1 year experience in Excel, MS Project, and PowerPoint
English: Basic knowledge

155

Financial Controller UK Resume Examples & Samples

Strong financial & analytical skills
Prior finance training (Qualified)
Ability to operate & communicate effectively across diverse cultural and business environments
Strong written & verbal communication skills with the ability to analyse/present financial data
Experience of working with an outsourced service provider would be beneficial

156

Financial Rep Manager Resume Examples & Samples

Handle and track all daily inquiries from users via phone or electronically
Identify, redirect or escalate issues that require attention
Provide SME support on GDRS data fields and process requirements
Coordinate and conduct user training on system processes and functionalities
Setup and modify users' entitlements to the system
Maintain user documentation and guides for GDRS
Participate in user acceptance testing of enhancements and new requirements
Generate weekly reports to track data quality and completion status
Bachelor's degree in Statistics, Applied Economics or Finance required. MBA preferred
6+ years Finance and Credit Risk experience,
4+ years experience at large financial institution
Previous Supervisory experience required
Demonstrated superior people management skills
Strong proficiency in Credit Risk concepts
Basel II experience required
Must possess strong analytical background and skill sets to understand credit risk modeling and application of data
Exposure to global processes and teamwork across various locations and cultures required
Strong interpersonal/communication skills (oral and written) and confidence to work with all levels of management including GDRS Managing Director in Credit and Operational Risk Analytics group (CORA)
Solid Microsoft Excel and Access Skills required
Database and/or warehouse related skills (e.g. SQL) required
Must be proactive, goal-oriented and strategic thinker

157

Financial Controller, Greater China Resume Examples & Samples

Overall responsibility for Greater China accounting and timely financial reporting. Partner with
10 years post-qualification experience
Ability to lead a geographically diverse organisation
Positive attitude with an ability to adapt to an ever-changing environment
Initiative and sound judgement to make appropriate and timely decisions
Exposure to insurance practice accounting and the geographies Hong Kong, China and Taiwan is preferred

158

Financial Sponsors Group Coverage Banker Resume Examples & Samples

Relationship development with this set of clients, and full offering to them of BBVA CIB products, prioritizing value-added, fee-based ones such as M&A advisory, ECM or DCM. Most business opportunities will be targeted to Financial Sponsor clients in the context of their acquisition of companies / assets and their subsequent refinancing and divestiture. However, also origination of business with such companies / assets acquired by the Financial Sponsor, primarily related to their flow business (GTB, derivatives, etc.)
Origination of leverage finance and project finance transactions to support designated private equity and infrastructure clients in their activities, with the objective of securing such finance mandates from clients at the most senior role suited to BBVA capabilities
Close and joint cooperation with the Syndicated Finance, Leverage Finance, Project Finance and Corporate Lending Product teams is required at every step to structure the transaction, obtain necessary internal approvals, provide quick responses to clients and properly execute the transaction
Travel on a regular basis to key markets in Latin America such as Colombia, Chile or Peru among others, where some of the clients are based
7+ years of experience in Financial Sponsors Group, Leverage Finance or M&A positions with top-tier financial institutions
Languages: Spanish and English required
The ideal candidate will have senior level points of contact from previous relationships with private equity and infrastructure/energy firms in the Latin America market
The ideal candidate will have strong commercial and relationship skills, deal closing skills, and a solid understanding of capital markets and the leverage finance and project finance products

159

Tech Financial Sponsors, Associate, Boston Resume Examples & Samples

Leading coverage support for leading technology-focused sponsors and transaction support in the provision of financing and advisory services
Responsibilities also include the creation and preparation of presentation and pitch materials as well as the mentoring and assisting in the development of Analysts in the Financial Sponsors Group
Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses
Significant client interaction and client development responsibilities
Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and capital markets expertise
Understanding the financial impact of decisions on the client’s organization
Coordinating the appropriate organizational resources to deliver product solutions and advice to clients
Maintaining frequent and appropriate communications with team members and product partners throughout the firm
Eventually begin to assume origination responsibilities in accordance with the strategic direction of the Financial Sponsors Group, including, but not limited to: identifying and calling on prospects; the creation, analysis and presentation of actionable ideas; and, originating new client mandates
Minimum of three years of investment banking experience, leveraged finance or M&A experience preferred
Prior sponsor coverage and/or technology sector experience is preferred, but not required
Significant client interaction and transaction experience
Demonstrated ability to work in a time sensitive environment with strong focus and attention to detail
Undergraduate Degree in Business (Accounting, Finance, Business Admin, Economics, etc.) or Liberal Arts; MBA preferred
Series 79 and 63 required (or ability to obtain within 6 months)

160

VP, Financial Sponsors, IB Resume Examples & Samples

Interact with groups across the firm, such as Leveraged Finance, Equity Capital Markets, and IBD industry groups to facilitate transactions
Track business development (collect research, analyze industry trends)
Are committed to their own personal success and the success of the institution as a whole
Understand the global nature and demands of business today
Are analytical and enjoy working with numbers and solving problems
Bachelor’s degree in Finance or closely related areas of Business Administration
Master's degree in Business Administration (preferred), 5+ years in banking position at prior investment banking institution)

161

Financial Analysts Resume Examples & Samples

Providing decision support insights to the business through financial analysis
Preparation of financial reporting packs and ensuring accuracy of financial information
Annual and monthly forecasting and budgeting
Process design and documentation in connection with major strategic projects

162

Financial Senior Analyst Resume Examples & Samples

6-8+ years of experience
License or Certification
Experience and skills necessary for this position: Accountant or Financial Analyst experience in Public or Private Accounting, with preference for Multi -channel retail experience
Decisions regarding day to day operating and financial reporting issues, and some control over decisions that would change the policies and procedures supporting the issues

163

Entry Level Financial Transaction Set-up Associate Resume Examples & Samples

Works in a timely manner to accurately enter transaction error or potentially fraudulent electronic funds transfer disputes into the designated tracking system
Inputs general ledger transactions and customer account entries utilizing TCF’s teller system
Accurately files pending and resolved disputes to ensure all compliance deadlines are met. Copies, scans and distributes disputes to other departments for additional processing as needed
Communicates effectively with both internal and external customers on related issues
Escalates exceptions to normal processing to supervisor and process customer account adjustments as appropriate to complete daily balancing procedures exercising a higher level of judgment. May identify and resolve all outstanding differences daily communicating unresolved differences to immediate supervisor
Stamps, sorts, and distributes incoming faxes and mail. Processes out-going customer letters and delivers letters to the Mail Center
Adheres to policies and procedures within the department
A minimum of 6 months or more previous work experience. Prior Electronic Transaction Dispute experience preferred
Previous experience with word processing, spreadsheet and database software

164

Entry Level Financial Transaction Researchers Resume Examples & Samples

Researches and investigates customer inquiries of error or potentially fraudulent electronic funds transfer transactions to determine TCF’s liability while complying with Federal Regulation E and TCF’s Electronic Funds Transfer Agreement
Processes adjustments to customer accounts ensuring they are completed within required time frames. Clears outstanding entries from assigned general ledger account(s)
Communicates effectively with both internal and external customers on related issues. Conducts phone interviews with customers, suspects, and external agencies to obtain information critical in determining TCF’s liability and risk exposure
Adheres to policies and procedures within the department, maintains compliance with Federal Regulation E, Minnesota State Statute 325G and TCF’s Electronic Funds Transfer Agreement and account Terms and Conditions
Works with Federal, State and Local Law Enforcement agencies to assist in the prosecution of suspects on unauthorized claims. May represent TCF in Conciliation Court or by subpoena
Prepares Unusual Activity Escalation Forms (UAEF) within the prescribed time frames/guidelines ensuring compliance with the Regulations
Escalates exceptions to normal processing to supervisor and process customer account adjustments as appropriate to complete daily balancing procedures exercising a higher level of judgment
A minimum of a High school diploma or GED is required
A minimum of 6 months experience as an Operations Specialist 1 or 2; or 12 months comparable experience. Prior Electronic Transaction Dispute experience preferred

165

AVP, Financial Audit Resume Examples & Samples

Assess inherent, control and residual risks with expertise in US GAAP, SEC, SOX, and regulatory reporting including FR Y-9C and call report
Prepare high quality audit deliverables including planning memoranda, audit programs, working papers, drafts of audit issues, and audit reports
Present audit results to various levels of Internal Audit leadership, as well as the business organization
Maintain effective working relationship with key stakeholders
Research relevant banking, regulation, reporting, and operational topics
Act as subject matter advisor and technical resource for the team
Maintain technical subject matter internal audit competency through ongoing professional development
Bachelors degree with 3+ years financial services experience or, in lieu of Bachelor's Degree, a minimum of 7 years relevant finance, business or related field, or equivalent experience
Minimum 7+ years combined internal audit, public accounting, regulatory (e.g., FRB, OCC, FDIC, etc.) or relevant banking industry experience
Knowledge and experience of US GAAP, SEC, and SOX reporting requirements and processes
Knowledge and experience with FRB BHC, OCC, and FDIC regulatory reporting requirements and related guidance
Knowledgeable and experienced in control theory and professional auditing practices
Ability to objectively identify problems and recommend solutions to complex control, financial or technical issues
Strong analytical, risk management, and problem solving skills
Strong PC Skills – MS Office suite, ACL

166

Group Financial Controller Resume Examples & Samples

Business partnering with individual business unit CEO's and Finance Managers to offer commercial support and analysis
Acting as the finance controller for smaller business units in a hands on capacity, preparing reports, budgets and forecasts. As well as reviewing the work of the larger business units, Finance Manager/Controller
Consolidating the portfolio's financial performance and reporting this to the Group Financial Director
Reviewing and analyzing new business opportunities and potential start ups. Working closely with the group function to provide in depth due diligence
Influence process improvement and innovation, offering strategic and commercial support

167

Financial Serrvices Manager Resume Examples & Samples

Meet with Customer Service Representatives to collaboratively look for opportunities to fill appointment calendar for the week
Adhere to Bank Policies and Procedures for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation, identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering
Completion of the Financial Services Manager development program at BMO or at least one year of equivalent training/experience at another financial institution
Candidates must be willing to participate in a 6 month training program to progressively gain knowledge and build their capabilities

168

Project Financial Controller Resume Examples & Samples

In partnership with the I&TS IT group and senior executives within I&TS, be responsible for leading a centre of expertise to provide financial monitoring and reporting, advice, governance, and controls over multi-year initiatives. This requires partnering with various Finance teams across Investor & Treasury Services &, Technology and Operations for invoice payments, general ledger account reconciliations and fixed asset accounting
Responsible for coordinating planning, forecasting, financial reporting and disclosures. This includes ensuring strong controls and governance are established and maintained and that all accounting changes are effectively implemented
Responsible for financial information developed during the project initiation stage and then built into PARs, Plan, Forecast and discussions with program management, executives, and HO Finance including monitoring, analysis and reporting of financial results against PAR and forecast
Responsible also for supporting the business in providing advice on the allocation of costs to the various business platforms and for proactively leading, maintaining and supporting the implementation of the cost allocation framework
Provides proactive advice to executives/senior management on program performance, cost trends, early warnings and savings opportunities
Work with Tax and Transfer Pricing Group to ensure all Cross Boarder/Legal entity agreements and tax requirements are in place, communicated, and supported and opportunities explored
20% - Business case development & support
45% - Financial reporting of I&TS IT Strategy projects / program
30% - Accounting
5% - Other / Adhoq / Inquiries

169

VP, Risk Review, Financial Risk Conformance Resume Examples & Samples

Carry out conformance reviews for Non Traded Market Risk (“NTMR”), Capital and Liquidity risks including activities within the central teams in Treasury as well as equivalent functions elsewhere
Provide assurance on compliance with the NTMR, Capital and Liquidity risk frameworks to the MD, Head of Financial Risk and value adding recommendations to the Treasury senior management team to ensure that activities are controlled but also that processes are as efficient as possible
Provide technical support on risk issues to senior management in Risk and Treasury

170

VP, President s Choice Financial Resume Examples & Samples

As a senior member of the PCF Leadership Team, contribute to the achievement of PCF business and financial objectives, including Revenue, NIAT, Funds Managed, Client Acquisition, Product Penetration, and Net Promoter scores
Provide leadership and guidance to a team of senior leaders in the setting of business goals and ensuring individual and business goals are achieved and/or exceeded. This includes attracting, aligning, motivating, and retaining a team with the competencies to meet present and future business goals
Manage significant projects as they relate to PCF’s strategies of Innovation, Distribution and Brand, which will include enhancement of online and mobile capabilities, technology; expansion of distribution network (both pavilion and alternate formats); and enhancement of the PCF client experience and overall operational effectiveness
Implement new initiatives to enhance the overall performance of PCF. Typically, these initiatives will involve business and operational strategies, integration strategies, cost management, process improvement, and related business performance across a multi-channel, Internet banking business model
Provide operational business leadership of the PCF organization including oversight of all operations and compliance activities, enhancement of processes to ensure efficiency and contribute to the client value proposition, and prioritizing opportunities within the context of PCF and CIBC business objectives
Ensure the appropriate governance processes (monitoring, metrics and management) are in place and maintain an understanding of current and emerging external trends, practices, regulations, government legislation and issues relative to deposits and payments as they pertain to CIBC and PCF
Maximize internal efficiencies, and improve business effectiveness particularly as it relates to technology, training, resource allocation, and investment decisions
Review and ensure that performance measurement and management systems/processes are effective and consistent with business needs. Ensure that financial results and other performance data are communicated with clarity and provide the information and analysis necessary to understand trends, issues, and opportunities within the business
Manage the building of relationships, negotiation of pricing and service levels, and ongoing service effectiveness with internal business partners, including Telephone Banking (Call Centre and Mortgage Sales, Retention and Service), Technology, Retail Operations , and e-Channels (ABM’s and online and mobile platforms) as well as all external vendors and suppliers
Provide effective leadership to ensure a strong team environment within PCF, with a focus on accountability for results and strong employee commitment
Act as a primary contact with designated Loblaw contacts. Contribute to the managing of our relationship and effectiveness of the overall business partnership
Provide counsel to the Senior Vice-President and/or business head(s) on a wide range of topics. Act as the Senior Vice President delegate in areas where decision authority has been given
Build strong and effective relationships within the Retail and Business Banking, other SBU’s and CIBC’s various infrastructure groups to ensure the effective resolution of problems and issues. Recommend and implement solutions to problems/issues that impede the growth and success of PCF and any Retail and Business Banking businesses as required
Build effective working relationships within the PCF Senior Leadership Team and the broader PCF Team
Foster relationships with key business partners (Technology, e-Channels, Retail Operations, Treasury, Product, Risk Management, CAM, IBCS, CIBC SI, CIBC Insurance, CIBC Customer Care ) to ensure PCF is well positioned to achieve their business and financial objectives
Negotiate and manage relationships with partners, customers, internal partners and service providers, to acquire the timely implementation and delivery of services to meet the organization’s strategic objectives
Act as a primary contact with designated senior business leaders at Loblaw (PCF partner)
Maintain relationships and regular contact with peer Executives, and the Retail and Business Banking Senior Leadership Team including the EVP, Brand and Client Relationships
As a manager of people, this job must ensure all employees within the business unit comply with all applicable CIBC and Line of Business policies, standards, guidelines and control requirements
Proven experience in financial services at the senior management level
Effective communication & relationship building skills
Strong ability to work effectively in a constantly changing environment
Excellent analytical, organizational and general management skills
Comprehensive knowledge of strategic, business and financial planning practices
Comprehensive knowledge of the practices, procedures, and principles in the field of non-branch financial services distribution - remote sales force, call centre sales, ABM and internet sales
Experienced in leading a business with significant complexity

171

Financial & Process Audit Senior Resume Examples & Samples

Bachelor’s degree is required. A major in Accounting or Finance is preferred. A professional designation such as a CPA, CIA, etc. is a plus
Grade 18 Experience Required: Two or more years experience in auditing, accounting, general banking, or information technology required. Grade 19 Experience Required: Three or more years experience in auditing, accounting, general banking, or information technology required
MS Office Products
Bilingual in English-Spanish (spoken and written) is a plus
Must be willing to travel domestically and internationally, as required

172

Onemain Financial Resume Examples & Samples

Experience in managing multiple tasks and transactions simultaneously while prioritizing work and demonstrating good organization skills
Experience in achieving challenging goals
Ability to understand and follow instructions/directions
Ability to perform individually as well as contribute positively to the Branch Team environment

173

Assistant Financial Client Manager Resume Examples & Samples

Expertise in Microsoft Excel
Proficient in creating/maintaining Excel-based models
Finance or accounting background a plus

174

Financial Client Manager Resume Examples & Samples

Bachelor’s degree required, Insurance degree a plus. MBA or equivalent business/financial skills preferred
Twelve or more years of insurance industry or comparable experience
Computer skills which include proficiency with Microsoft Word, Power Point, as well as navigation within the Internet
Intermediate to advanced Excel skills required and database and project management skills highly desirable

175

Financial Controller for Gmcs Service & Project Portfolio Resume Examples & Samples

Ensure that all initiatives, projects and services managed by GMCS are budgeted, approved and tracked in conformance to the Group's investment governance framework and in alignment to the operating plan, including tracking of project and investment costs, as well as compliance with risk control requirements
Support project managers with PMO services and oversee the PMO processes for all of GMCS ( including educating project managers on key policies, frameworks and standards to establish consistent status reports)
Assist GMCS management with defining service and portfolio strategy, including promotion of existing and new services and onboarding of new business mandates by developing presentations and supporting plans and materials
Help manage GMCS vendor relations and support contract managers with central process knowledge and services
Fulfill ad hoc requests in regards to service strategy, finance, vendor management risk control, and management support

176

Senior Analyst Global Real Assets Financial Resume Examples & Samples

Month end property/vessel financial statements review, GAAP adjustments, variance analysis, Asset and debt appraisals
Qualified CA - with minimum of 2 to 4 years of relevant work experience preferably in IFRS reporting
Proficient to advance usage of MS Office applications. Good Excel skills (i.e. data manipulation, Macros, array formulas, pivot tables) and MS PowerPoint
Ability to deliver under stiff deadlines and consistently produce high quality output and e xposure of working in a global set up

177

Branch Manager Trainee Onemain Financial Resume Examples & Samples

Provide exceptional service to ensure customer satisfaction and a continued relationship with OneMain Financial
Work as an individual contributor and as part of a team to achieve business/organizational goals
Work directly with customers through the entire lending cycle from loan application to loan closing
Ensure that all lending documents and processes are completed per internal policies /processes
Manage collection activities including processing payments and consulting with customers on loan payments for past due accounts
Bachelor’s degree in Business or a related field preferred
Experience working in a goal oriented sales environment
Willingness to transfer within the U.S. for a Branch Manager assignment

178

SF Financial Resume Examples & Samples

Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust in order to optimize sales opportunities to new and existing customers/clients
Actively use and leverage current technologies to better understand the technology solutions available to improve our customers’ financial lives
Bilingual (fluent verbal and written) skills where applicable
Ability to engage customers for long periods of time
All relationship bankers must be certified in the requirements of the role. The certification process will be designed to validate associates’ proficiency, meaning their ability to perform the critical job tasks and demonstrate the key “how” behaviors
Financial/Banking Center experience

179

Financial Modeller Resume Examples & Samples

Support the Asset Development team in providing and delivering an effective Business planning strategy for the company
Provide and support extensive financial planning, modelling, commercial and regulatory capability for Group Centre
Support the delivery of a consolidated corporate plan to Company's Board for approval
Maintain and refresh the Group Corporate Plan financial model, including delivering best practice around sensitivity analysis, scenario planning and making appropriate changes as the Company's corporate structure evolves
Take ownership and drive improvements in funding models including making appropriate changes as the Funding & Revenue Structure develops
Provide detailed financial and commercial analysis to support Business planning and Commercial & Regulatory in Investment appraisal and evaluation of major commercial developments
Provide detailed financial analysis, modelling and presentation updates to support Credit Rating agency reviews and the Company refinancing strategy
Contribute to decision making by critically analyzing and disseminating business information, assumptions, relationships and correlations from various sources across the business
A minimum 2 years relevant PQE experience in similar business planning roles working in large complex organisations
Third level qualification in an appropriate discipline
Experience of working in a similar financial planning role
Experience in identifying key business issues and drivers and an ability to analyse and resolve business issues quickly
Excellent analytical and problem solving skills, coupled with the ability to generate innovative technical solutions
Strong Interpersonal skills with the ability to communicate effectively at all levels with the organisation
Proven ability to create and develop good working relationships to facilitate the accomplishment of organisational goals and to gain the commitment of others
Excellent Excel and Power point skills
Ability to work on own initiative but also as part of a team
Ability to prioritise tasks, manage and deliver high-quality work within timeline

180

VP-financial Controller Resume Examples & Samples

Influencing or guiding other areas/projects across or related to Retail Product Control; including UKRB Retail Operations and Retail Centre
Provides technical, analytical and business knowledge and is seen as adept on financial control & reporting matters Up to date with all regulatory changes and can articulate impact to the business
Has a deep understanding of the end to end process and financial control framework and uses this to manage the team to deliver the right level of operational control
Accountable for compliance to Group Policy
Influences strategy for the Financial Reporting & Control team by drawing on their previous work experience and roles bringing fresh insight and looking for best in class solutions and processes
Responsible for keeping up to date with changes to the regulatory and compliance environment and assesses the impact to business area. Ensuring that the Business Partners are kept informed of the changes and how they impact their related business
Assures the integrity of the products and services provided
Formal accounting or business qualification e.g. ACMA, ACA, ACCA

181

Financial Managment Group Resume Examples & Samples

Liquidity risk management of European regulated entities, including liquidity policy updates, ILAA process, regular liquidity scenario analysis and monitoring of liquid asset buffers
Preparation of local quarterly board reports relating to liquidity
Keeping abreast of regulatory developments impacting liquidity management and funding. This includes the implementation of Basel III liquidity within Europe and interaction with regulatory reporting team on Liquidity returns
Providing support to businesses in the region on funding and liquidity matters. Review of new business and product approvals and facilitating dialogue with Group Treasury teams in Sydney
Dealing in Funding Instruments & monitoring of associated balance sheet risk (under supervision). Includes the issuance of short-term debt, interaction with market counterparts and associated hedging and system bookings
Providing Treasury operational support to businesses within the region
Will be tertiary qualified, preferably in a business/finance/economics or related discipline and with 2 years+ experience within banking and finance
Ideally you have been working in a UK based Treasury, with experience in Liquidity and Balance Sheet Management
Strong interest & understanding of financial and capital markets
Is comfortable interacting with business staff and resolving competing priorities
Creative and innovative thinker
Highly motivated and flexible team player

182

Financial Cost Controller Resume Examples & Samples

To develop processes and reports that ensure all time and costs are correctly allocated to each 4 week period
To produce weekly time booking and variance reports for review by work package managers
To co-ordinate and collate estimates for Compensation Events
Qualified or part qualified accountant - CIMA, ACCA, ACA or equivalent
Experience of Target price contracts, ideally NEC3 Option C
Expertise in SAP
Robust and reliable, capable of implementing controls, changes and new systems
Strong hierarchical reporting skills and more generally well developed communication skills
Be part of a team in a very challenging and changing environment
Experience of working in the Finance team of an international company

183

Project Financial Controller Resume Examples & Samples

Review all draft business case financials and provide approval prior to submission to Project Governance Office for Pre-PGC validation
Evaluate business case relative to capitalization policy and establish capitalization eligibility
Co-ordinate creation of new cost centers and project identifiers on approval of projects by the PGC
Provide financial modelling support for projects over $500K subject to RBCs funding requirement process (PARs)
Support the budgeting process, providing assistance to Project Managers, ensuring an accurate forecast and budget is produced for each project
Ensure appropriate accounting treatment for project costs, including capitalization
Perform reconciliation of reported project financials to the source accounting systems
Manage vendor invoice processing
Manage employee & contract workers, including reviewing monthly extracts from time tracking and recording the appropriate costs against each project
Calculate and perform transactions to record accruals based on contracts, SOWs, invoices, time tracking and PM consultation
Calculate and Invoice Billable costs to be recovered from clients and participating geographies
Provide management with monthly analysis of expenditures on the projects across several geographies and numerous workstreams, including actual spend versus budget and forecast; and forecasted spend versus budget
In collaboration with Project Managers develop monthly project analysis reports
Ensure that project financial management framework is broadly understood and adhered to by participants to the process across the organization
Promote awareness and educate partners on the approval process and financials analysis
Responsible for financial business case development and PAR support for all I&TS business lead and the reporting of actuals, plan and forecast for all of these Timely and accurate reporting and analysis is required by business leaders in order to assist them in making business decisions. Erroneous or late information could impact their decision making and cause negative financial results
Reports to Director, Financial Planning & Analysis
University or post-graduate degree preferred
Designation as a CA, ACCA, CIMA or CFA (or equivalent), or working toward it
Proven, extensive and demonstrable experience in project accounting for large-scale IT projects
Strong business analysis skills; ability to interpret financial information and recognize and explain the associated business implications
A good working knowledge of the Microsoft Suite of products
High level of innovative and creative thinking
Strong communication skills, both written and oral; ability to influence people (sometimes at very senior levels) and outcomes without direct authority
Exceptional interpersonal skills and strong team-player skills
Highly adaptive outlook with a willingness to work in ambiguous situations
Demonstrates strong personal initiative and self-motivation
Ability to work in a high pressure environment
Work autonomously and deliver to deadlines

184

Pensions Financial Controller Resume Examples & Samples

Responsible for the Pensions Finance Team, including the supervision of the Pensions Finance Manager who is responsible for the supervision of the Pensions Plan Accountant, Pensions Finance Analyst and Pensions Accounts Assistant
To draft / review (as necessary) and present board papers for the Trustee, Investment Committee, Property Board, Audit & Risk Committee
Manage the preparation of the PGPP and Pearson Pension Property Fund financial statements
To review the reporting data for Pearson plc’s own financial statement disclosures on a half yearly basis
Reviewing quarterly Plan expenditure analysis / forecast and commentary for presentation to the Trustee Board
Managing and reviewing the preparation of the annual Expenditure and Cashflow budgets
Managing and reviewing the preparation of short and medium term cash flow forecasts
Reviewing the monthly investment updates for circulation to the Investment Committee
Liaising with Fund Managers and Investment Consultants to provide appropriate reporting to the Investment and Property Committees
Measuring the Pension Finance Department’s performance against agreed Service Levels and reporting to the Trustee
To authorise PGPP benefit payments and administration expenses
Fully qualified Chartered Accountant with several years post qualification experience
A solid understanding of investments and pension scheme financial reporting

185

Financial Senior Analyst With English Resume Examples & Samples

Support the design and ongoing management of robust reporting, analysis and governance processes of commercial aspects of specific global EPS contract
Support creation and tracking of accurate customer proposals (Future State Designs) that achieve contractual requirements for both client and Xerox
Support accuracy and performance of P&L
Advisor, helper, facilitator for Service Delivery and Transition community
Supports his/her manager in delivering their responsibilities and liaises with internal cross functional teams
Assess profitability and savings potential of all end point state rationalisation proposals (i.e. creation of business case scenarios / financial forecasts)
Create and maintain accurate reporting and analysis of multiple aspects of global contract including (but not limited to)
Customer Guaranteed Savings modelling and control reporting
Global billing spend
PO utilisation
Forecasting (internal & client)
Performance to business case
Legacy device / Third party asset control & billing
Provide accurate customer facing reporting and analysis
Support Commercial Manager and Service Delivery team with effective P&L management, including cost base analysis, cost distribution, spend control and global invoicing reconciliation
Support Commercial Manager & Service Delivery Managers in analysis and reporting against plans / target
Provide clear and effective documentation and process guides to ensure regions understanding of and adherence to requirements of complex global contract
Strong numeracy skills and financial acumen
Previous financial Planning and Analysis experience: Planning / budgeting experience
Ability to continuously deliver high data-quality through precise working methods
Capable of working on own initiative, and ability to work across regions and functions
High level of systems experience and IT literate
Very high level of knowledge of Microsoft excel
Accounting experience desirable, not essential
Working experience with databases / MS Access and financial systems (e,g, SAP)
Understanding of Managed Print Services
Process Improvement

186

VP, Global Financial Inclusion Resume Examples & Samples

15+ years direct experience in the payments industry, focused on implementation of product solutions with Visa top clients and partnerships
In-depth understanding of financial institution issuance strategies in the U.S. and internationally
Demonstrated track record in sales and business development to drive revenue target achievements
Proven ability to think strategically and develop insights and plans to achieve vision
Natural collaborator and excellent communication skills to influence clients and internal stakeholders
Has global or multi-national experience
Strong professional and personal references

187

Technology, Financial Risk Technology Resume Examples & Samples

A variety of technologies will be used ( standard and proprietary ) including SecDB / Slang
Work with platform teams to ensure the strategic solution is adopted during design and implementation
3+ year experience
Knowledge Financial industry / Risk management background

188

Transcend Financial / Data Analysis Manager Resume Examples & Samples

Manage departmental activities to ensure accurate and timely financial and statistical reports, filings and data
Analyze and review complex financial transactions for reporting and analysis to Transcend market leaders
Analyze medical costs and operating metrics to determine areas of focus and key performance opportunities.Lead and manage special projects that may necessitate cross-functional partnerships
Prior experience within the health insurance industry
Advanced SQL experience
Strong communication skills with the ability to communicate effectively at the executive leadership level
Demonstrated ability to take data, interpret it and tell a story to assist business leaders with meeting departmental goals/outcomes
Understanding of Humana system infrastructure including: Service Fund, Medical Metrics Tools (MHAP, EIR), Enterprise Data Warehouse (EDW),and Medicare medical claims processing system (CAS) (or similar systems experience)
Previous SAS experience

189

Financial Assessments Assistant Resume Examples & Samples

The role itself is based around delivering excellent customer-focused support service to users by giving them the best possible solution and experience comply with regulatory and legislative requirements
This role is responsible for providing high standard of administrative support
You'll also need to ensure a confident and positive approach towards assisting clients, customers and users with the implementation of new technologies and processes

190

WC Financial Controller Resume Examples & Samples

To provide the Group CIO and his UK leadership team with end-to-end financial / business partner support, including decision support and commercial challenge where there is a cost and financial control implication
Ensuring effective financial control and oversight of key finance processes, including month end close and reporting (including oversight of balance sheet and cash control) and owning the IT element of group wide cost allocation, budgeting and forecasting process
Responsibility for the budgeting and forecasting process and for ensuring there is a robust financial challenge to what is submitted
Providing an all-round business partner service to the UK IT leadership; team and ensuring ownership is taken for fixing any finance related issues affecting IT
Ensuring the finance agenda is driven within the wider IT organisation and that the UK leadership is aware of finance goals and has the information it requires to track against these with regular finance reviews
Qualified accountant (ACA/ACMA/CIMA or equivalent) with significant PQE achieved in a large corporate organisation
Strong accounting and month end skills and experience, with a sound understanding of all aspects of balance sheet control
Strong knowledge of the key finance processes and how it is possible to optimise these with a view to reducing costs
Practical knowledge and experience of managing a budgeting and reforecasting process within a large corporate

191

Financial Risk Developer Resume Examples & Samples

Familiarity with Excel including macros
Agile development practices
Minimum 7+ years experience of working within a technology development environment, with an emphasis on risk systems
Candidate must be a strong team player with excellent communication skills
Strong analytical skills and enjoys solving complex technical problems
Comfortable working in high pressure environment and working to deadlines
Ability to work closely with business groups including trading, finance, technology and market risk
Self-motivated & proactive

192

Project Financial Controller Resume Examples & Samples

Ensure compliance with the Company’s financial policies and procedures to include revenue recognition policies and project set up rules
Regularly monitor assigned project performance and cost estimates to complete estimates at completion (EAC) for reasonableness against plans and actual expense rate
Coordinate with the Program/Project Manager(s) on a monthly or quarterly basis to prepare updated cost estimates to completefor revenue recognition
Facilitation of project initiation by inputting new project setups into the MIS (CostPoint)
Ensure timely intercompany invoice processing
Coordinate with the billing department to ensure project invoices are accurately prepared and timely submitted
Ensure compliance with the Company’s work-at-risk and revenue-at-risk policies Review actual project expenses for accuracy and completeness
Serve as a liaison between the business office and operations
Provide project financial analysis as required
Master’s Degree and 8+ years of relevant experience
Proficient in Microsoft Office Suite especially MS Excel
High degree of professionalism and excellent team player
Ability to multi-task and work effectively in a deadline driven environment

193

Financial Statement Translator Arabic to English Resume Examples & Samples

Knows the informal policies, procedures and practices necessary to conduct the normal function of a specific section, unit, or work area
Is aware of the role of the position and its potential impact on the working unit
Bachelor's degree in the English Language or Accounting
Accounting feedback
Approximately 2-4 years of related work experience
Proficient in Word, Excel, PowerPoint, Access

194

Entry Level Financial Planners Resume Examples & Samples

Learning how to run various aspects of Financial Planning appointments
Manage client appointments by sitting in on both new and existing client appointments and managing the workflow for the appointment
Managing the delivery of the ongoing service package for clients
Growing the existing client base and maintaining a register of prospects for the Financial Planner

195

Financial Controller, Macquarie Atlas Roads Resume Examples & Samples

Management of end to end finance processes in running the Fund, including cash management, financial reporting, tax reporting, investor reporting and compliance
Coordination of finance related ASX listing requirements and announcements
Manage and lead the Finance team including responsibility for team members' career development
Co-ordination of distribution process including treasury movements and FX hedging
Involvement in sizeable business transactions, including any asset realisations and acquisitions

196

Financial Rep Specialist Resume Examples & Samples

Analytical review, reconciliation and substantiation of the trading relationships across UBS' global locations in order to assist in the month end close for Group reporting
Delivering clean Intercompany reconciliations at trade level for reporting periods, documenting recurring issues and processes and continually improving procedures
Supporting a cross product environment within the Investment Bank, which transact in a diverse mix of underlying products and markets, resulting in a dynamic and challenging control environment
Managing the intercompany hard transfer and commissions reconciliations for the month end close, corresponding with Operations to ensure required clean-up is performed and delivered downstream for the reporting period
Managing the Intra company relationships across various legal entities: analysing, reconciling and substantiating the positions to support the close for Group and Parent bank regulatory reporting team
Manage an offshore team; includes overseeing the month end Intercompany process for IC focus areas, ensuring tight controls, addressing escalated issues, evaluating capacity utilization, evaluating performance and ensuring month end deadlines are met with complete documentation for audit purposes
Managing daily reporting, commentary and communication with key stakeholders across regions daily throughout the close
Liaising with Product Control, Change the Bank, Operations, and IT in order to improve process efficiencies for incorrect feeds and data identified in the ledger
On-going assessment of the Front to Back control environment including key projects to be delivered to senior management, to translate and align controls across, and between, Ops and Finance in order to increase cross functional controls and mitigate risk

197

VP-financial Reference Data India GSC Leader Resume Examples & Samples

Oversee the day-to-day activities of the FRD Operations, Projects & Client Services Team in India, representing the FRD in extensive operational interactions with GFI, and in related project discussions
The candidate will need to drive operational excellence in key areas to improve delivery and client service
Understanding of general ledger reference data concepts, e.g., account, business unit, legal entity
Manage a range of reference data maintenance activities in different applications
Accountable for reference data integrity, controls and improving/developing quality control processes
Supervise complex internal client requests and resolve problems, working independently with internal clients; responsible for client satisfaction
Responsible for managing a high-performing team of ~30 Team Members, Supervisors, Associates and AVPs, including recruiting, coaching and mentoring the team. Responsible for developing the careers of all members of this team
Responsible for team productivity and quality, and all associated metrics
Responsible for achieving significant process-improvement-based productivity gains, and co-leading transfer of additional US-based functions and processes to India
Partners closely and collaboratively with US-based counterpart leading comparatively-sized US team
Graduate/post-graduate degree or equivalent, preferably in Finance,
10+ years professional experience with good people management experience of a comparatively sized team
Strong understanding of general ledger concepts, e.g., account, business unit, legal entity
Knowledge of financial reference data is a plus
Must be able to effectively prioritize and multi-task
Extensive experience with MS Access, Excel and SQL is preferred
Demonstrated experience running an operational team handling high volumes to meet SLAs within monthly and month-end cycles
Firm grasp of controls, productivity and quality control concepts and metrics
Track record of achieving productivity improvements
Superior communication skills: able to communicate effectively across all levels with internal clients and partners, and senior management, both verbally and in writing
People management experience, e.g., recruiting, coaching/mentoring, delivering feedback, career development, culture-building
Flexible and adaptable to new challenges

198

Anticipated Teller Hrs-financial District Resume Examples & Samples

Minimum 6 months customer service experience required
Minimum 3 months cash handling experience preferred, unless post-high school degree program is completed or currently being pursued
Demonstrated ability to make connections, engage and educate customers
Detail-oriented, organized and ability to multi-task with an ability to follow policies, procedures, and regulatory banking requirements
Knowledge and interest in computers and ability to connect customers to available technology
Ability to work branch hours, including weekends and some evenings
High school degree, GED or foreign equivalent required

199

Accountemps MT Financial Soucing Specialist Resume Examples & Samples

Responsible for searching internal database for active/inactive candidates
Place ads on Robert Half career sites and job boards
Utilize LinkedIn and other search strategies to attract candidates
Evaluate resumes
Coordinate candidate interviews
Recruit to the candidate matrix
Search job boards for candidates
Provide excellent customer service to candidates
Manage initial candidate relationships to maintain satisfaction
Strategize with teammates to accomplish weekly business growth goals
Responsible for locating and tracking candidates working for the competition
Generate a pre-determined number of leads per day to pass along to staffing professionals
Maintain accuracy of applications through inputting necessary criteria into internal database
Bachelor's/Associate's degree preferred
0+ years’ previous experience
Strong/high proficiency in Microsoft Office suite and a high technical aptitude
Excellent communication skills, a strong work ethic, self-confidence and a high sense of urgency

200

Financial Acct Analyst Resume Examples & Samples

Bachelor's degree in Business Administration, Finance, Accounting, or closely related field
Strong computer/software skills (MS Excel Intermediate Level required – MS Access Basic Level is a plus)
Familiar with automated accounting reconciliation systems (Fiserv’s Recon Frontier desirable)
Advanced English (Written and Spoken)
Project Management/Execution skills basic to intermediate
Attention to details and accuracy on tasks executed

201

Financial Modeler Resume Examples & Samples

A successful track record of working collaboratively with various teams, business, and functional units
Must be fluent in English. Must have excellent communication skills regarding both financial and non-financial information to effectively work with staff at various levels (oral and written)
Must demonstrate self-confidence, tactfulness and diplomacy with the ability to make high-level and detailed presentations
Team player who thrives in a fast paced environment

202

VP-financial Sponsors Coverage Resume Examples & Samples

Typical work includes a mix of execution and client coverage including: valuation, financial analysis, strategic analysis, due diligence, deal financing and process management
Required to co-ordinate and work with all other product, geography and industry teams, including: Leverage Finance, M&A, Debt Capital Markets and Equity Capital Markets
Opportunity to work on a range of transaction types including: sell-side M&A, buy-side M&A, equity raising and leveraged buyouts
Experience of working within Investment Banking M&A or Sector Coverage Group ideally within a Financial Sponsors Coverage Group
Distinctive academic record: consistently highly rated versus their peer group
Highly motivated with strong people skills, self-starter, good initiative
Strong numerical aptitude & ability to multitask and run complex financial models
Interest/ ability to work across sectors, products and geographies
Comfortable with client exposure from the outset

203

Financial Planing & Analysis Business as Usual Resume Examples & Samples

Good financial analysis and management reporting background having 1-2 years (C09)/2-5 years (C10) prior work experience
Experienced in Microsoft Office (including PowerPoint & Excel)
Experience of working with financial data and knowledge of financial reporting tools. Essbase and Business Objects would be a plus
Interest in business and economic environment
Attention to detail is an essential part of the job
Adaptability, multitasking and project management skills
Interpersonal skills (ability to work with colleagues at all levels across multiple locations)

204

Financial Planing & Analysis Business as Usual Resume Examples & Samples

Chartered Accountant or MBA – Finance with at least 10 years of FP and A experience
Good financial analysis and management reporting background
Experience working with data and knowledge of financial reporting tools such as Business Objects, Essbase, and Qlickview would be a plus
Ability to effective communication
Ability to work with colleagues at all levels across multiple locations

205

Financial Modeler Resume Examples & Samples

Maintain appropriate relationships with various stakeholders and business units to communicate developments regarding new models, processes and methodologies
Responsible for the development of internal models and methodologies
Will develop business requirements related to internal models and methodologies
Responsible for developing model performance monitoring and validation techniques, including back testing
Will support technology implementations of internal tools needed to implement developed models and methodologies
Working with the Bank’s technology groups in determining the business requirements and specifications for the development of data structures for model validations and calibrations
Coordinate the writing and maintenance of robust model and process documentation that satisfies the Bank’s internal model approval functions, audit requirements and the Bank’s regulators
Requires the development of models as part of the ongoing development of risk based financial modeling tools for the bank
Additional projects & duties as assigned
BA or BS Degree required
Masters Degree in finance, economics, statistics or other related disciple highly preferred
5 or more years work experience in financial analysis and/or modeling
Strong understanding of how Treasury, Fixed Income and Derivative products are priced
Prior use of Bloomberg analytics or other financial modeling software packages
Excellent report writing skill in creating business requirement proposals, client interaction and methodology documentation
Demonstrate knowledge in risk measurement and management
Must be able to handle complex projects in a multi-tasking environment and meet dead lines with quality results

206

Valuation Financial Modelling Resume Examples & Samples

Design models to enable clients to make complex business decisions for M&A and Corporate Investments
Lead in building relationships with clients, identifying their needs and building quantitative models to support their investment decisions
Complete model testing to help clients understand their requirements
Analyse the trade-offs when making business decisions
Illustrate information and analysis through electronic modeling
Help grow the global team and strengthen the valuation services to clients
Support domestic clients in making investment decisions that allow them to penetrate global markets
Proven analytical skills and ability to work through problems logically
Experience of developing models using VBA, Microsoft Excel and other relevant programming tools
Fluent in Japanese
CPA or CFA
3+ years' experience in financial advisory related business

207

Financial Resume Examples & Samples

Bachelor Degree in Business, Finance or Accounting
Excellent communication skills and strong work ethic
Ability to maintain client & financial confidentiality
Experienced use of MS Word, Excel and Powerpoint
Ability to multitask and meet deadline oriented deliverables
2- 3 years consulting financial management
Experience with Microsoft dynamics
Previous experience with pharmacy, outcomes research or CRO services

208

Country Financial Controller Resume Examples & Samples

Manage and ensure integrity and accuracy of the US and Canadian financial and regulatory reporting for CitiFinancial Canada, including its subsidiaries and special purpose vehicles
Manage the relationships and lead the team during external as well as internal audits and regulatory examinations, and manage the outcome
Lead the preparation of annual carve-out financial statements for CitiFinancial Canada (including certain subsidiaries) and work with the Controller of parent company to help prepare its quarterly and annual consolidated financial statements
Lead the preparation of quarterly Board of Directors presentations, including business performance analysis, asset, earnings and business forecasts
Manage the Investor Reporting team supporting Securitization of consumer finance receivables
Lead the development, implementation and enhancements of internal controls, and ensure adherence to Citigroup policies and directives
Partner with other functional areas such as Loan accounting, HR, Risk, FP&A, Treasury, Tax and Legal
Act as a key resource to the business in all areas related to loan accounting and expense management
Work closely with the FP&A group in preparing monthly, quarterly and annual reports and forecasts
Present, communicate and manage finance and business issues to CFO and business managers

209

CIB Bacc-kapital Financial Developer Resume Examples & Samples

Flexibility, a desire to learn
Excellent interpersonal skills, team player
Desire to learn an OO language
An interest in financial derivatives products
Excellent business analysis and/or project management skills

210

Financial Solutions Specialist Resume Examples & Samples

Proven success in achieving sales targets,
Holds self-accountable to high levels of customer service with a focus on maintaining and building strong customer relationships,
Advanced knowledge of retail banking products and services: Day to Day Banking, Borrowing and Creditor Insurance, Self Service banking and Investments,
You are highly organized and results oriented with demonstrated flexibility in adapting to a constantly changing environment,
Strong personal ethics

211

Financial Application Specialist Resume Examples & Samples

Requires a minimum of 2-3 years of financial accounting experience in a bank or other financial institution
Leadership experience highly desirable
Bank Operations experience is a plus
Experience in a support role related to financial software is highly desirable
Experience in providing financial training to finance professionals is preferred
Experience with financial accounting systems operations
Banking Operations experience
Strong listening skills required
Experience with financial reporting
Strong analytical and troubleshooting skills are required
1) Good MS Word, Excel and PowerPoint skills required
2) Knowledge of both Hosted Environments and client\server relationships
3) Knowledge of MSSQL is preferred

212

VP of Financial Development Resume Examples & Samples

Minimum 7 years of progressively responsible professional experience in philanthropy, with a background in successful Financial Development/Fundraising
Prior experience and knowledge about the YMCA, either as an employee, member, donor or volunteer is desirable
Self-reliant, motivated, results oriented
Assist the SVP in developing an actively engaged fundraising volunteer board of directors and positions the YMCA of Central Florida as the “Charity of Choice” within the local community
Support the YMCA strategic plan through a comprehensive campaign to include annual giving, capital, planned giving and programmatic support
Ensure the legacy of the YMCA of Central Florida through a healthy endowment, serving as the lead for the Foundation and Foundation Board
Initiates and builds relationships with strategic businesses and corporations in the Central Florida area. Secures participating support for joint community projects, develops and executes community programs/ initiatives, secures and executes internal fundraising incentives across all centers and directs company’s presence and activities at community events. Is actively involved on community boards and highly visible at community events
Steward donors and board members across the association
Advocate and model inclusion and diversity throughout the Association
Facilitate tours of Central Florida YMCA operations to prospective donors and partners
Provide opportunities for the Civic and Community Leaders to participate in hosted activates, events and programs
Be a good steward of the YMCA’s assets to ensure financial stabilityApply by Emailkstrong@cfymca.org

213

Senior Actuary, Financial Risk Management Resume Examples & Samples

Delivering high quality and timely 'second line of assurance' roles to support business risk/reward optimisation and to support the Appointed Actuaries' statutory responsibilities in the life companies
Driving profitability, shareholder value and return on capital across AMP (particularly in the in the Insurance & Superannuation business) through proactive information, insights and advice to optimise outcomes; and
Proactively supporting the management of financial risk across AMP

214

Financial Anallyst Resume Examples & Samples

Proficient in Microsoft Office tools, especially Microsoft Excel, Salesforce, some SQL analysis, and Business Objects
Minimum of 1 years prior accounting experience
PC knowledge; includes spreadsheet and database software
Excellent problem solving skills and multi-tasking abilities
Good organizational skills with attention to detail
Ability to establish and maintain effective working relationships with co-workers and supervisors
Ability of handling multiple projects simultaneously
Participates in proactive team efforts to achieve departmental and company goals
Carries out any reasonable request by management of which the employee is capable of performing
Bachelor's Degree in Finance, Accounting or Business Administration with prior accounting experience required

215

Financial Audit Manager Resume Examples & Samples

Develop and manage an integrated Audit Plan to maintain a high quality audit program that addresses inherent risks in assigned areas
Lead Audit activities and execution to ensure delivery of high quality results while meeting established budgets
Optimize operational excellence through the achievement of approved measures and metrics and leading Division-wide projects
Direct Sarbanes- Oxley and external audit substantive work
Maximize employee performance and talent of Audit personnel; build team effectiveness and employee engagement within Audit division
Provide leadership and oversight to the day-to-day execution of the audit program
Bachelor's degree in Business required; Accounting or Finance preferred
CPA, CIA or relevant industry certification preferred
5+ years Fifth Third Audit or large public accounting firm experience; or 7+ years of general industry audit or related experience required; 2+ years supervisory experience required; banking or financial services experience preferred
Proficient with Microsoft Windows and other related PC applications and possess a general knowledge of automated data analysis tools and techniques
Strong leadership skills and the ability to develop a consensus among diverse groups with conflicting opinions
Ability to effectively work in a team environment and maintain professional composure in a dynamic work environment
Ability to adjust to multiple demands and changing priorities
Results and goal orientated
Ability to apply analytical thinking when problem solving and developing business solutions
Ability to maintain objectivity in all aspects of position

216

Financial Adjustments Specialist Resume Examples & Samples

High School Diploma or GED with a minimum of 1 year related customer service work experience
Experience with Microsoft Suite including: Word, Excel, PowerPoint and Outlook or comparable software application
1+ years experience in financial services or accounting environment

217

Financial Modeller Resume Examples & Samples

Be ACA Qualified
Have a minimum 2 years at a major accounting/advisory/banking firm
Have excellent excel skills and experience of developing bespoke forecasting and operational models
Be able to build merger models, company and valuation models and work with integrated P&L/balance sheet/cash flow models
Have a keen interest in deals with the drive to forge a career in corporate finance

218

Financial Engineering Summer Internship Resume Examples & Samples

Masters degree/PhD in a technical area, such as Math, Physics or Engineering
Familiarity with mathematical finance
Working knowledge of Excel, VBA
Familiarity with Python, NodeJs and mathematical packages such as Matlab or Mathematica is a plus

219

Financial Acct Analyst Resume Examples & Samples

Excellent organizational skills - there are ~ 2,000 new accounts generated each month, therefore this role requires the candidate to be able to organize in an efficient manner the replies received to ensure that 100% of all accounts have a PO and AO by the close of the cycle
Basic Accounting skills – the research performed to identify potential Owners sometimes requires research in the various NAM ledgers (TGL, CitiGL, DBS, Peoplesoft, etc.) in order to identify the journal maker Preferred
Technical or Bachelor’s degree in Accounting or Business Administration 2-3 years of experience in a Shared Service environment

220

Financial Products Application Specialists Summer Internship Resume Examples & Samples

CV & Application Form - please take time to carefully answer the additional questions as these are a critical element of you overall application
Telephone Interview - with a member of the recruitment or analytics team
Business Interviews - you will then have two further business interviews to meet with team leaders and managers. Depending on where you are travelling from, some of these stages may be carried out via video link

221

Zara.com Financial Resume Examples & Samples

Business Masters or equivalent experience
3-5 years experience in similar position
E-Commerce, logistics and sales background
Experience in Fashion Retail would be an advantage

222

Financial Data Associate Resume Examples & Samples

Participate in release testing and workflow enhancements
Evaluation of overall processes with a strong focus on improving efficiency
Track quantitative and qualitative metrics to measure process and data quality
Several years of experience in accounting or operations within the Alternative Asset Management industry or similar
Having an in-depth understanding of the GAAP close, cash flow analysis, and investor reporting
Partnership accounting and waterfall allocation experience is desirable
Experience with finance systems (Investran, Oracle, eFront, ilevel) is a plus
Outstanding communication (written and verbal), presentation, documentation, and interpersonal skills; detail-oriented
A self-starting, entrepreneurial attitude, willing to work through all obstacles to accomplish tasks

223

Corp-firs-financial Data Operations Resume Examples & Samples

1-3 years of financial reporting experience and/or relevant work experience
Bachelors degree required; Accounting or Finance degree preferred
Self motivated to take ownership of issues, processes, and projects
Strong organizational and communication abilities, both written and oral
Ability to execute tasks under aggressive timeframes and multi-task in an ever changing environment
Familiarity with Corporate Financial Architecture (SAP, GLS, Finance Reference Data, ICE, Merit, Hyperion, CDGL, P&F), plus
Availability to support Quarter-end close schedules which may require extended hours

224

Financial Resume Examples & Samples

Bachelor’s degree preferred in a business-related field (ideally Finance or Accounting) or equivalent work experience in accounting or securities industry
Financial Services industry experience
Advanced knowledge of Microsoft Word, Excel
Intermediate knowledge of Microsoft Access
Advanced knowledge of the FIS TrustDesk system (Windows and 3270)
Advanced understanding of the Financial Operations Portal
Professional attitude and ability to work well under pressure
Successful completion of Trust Education Classes
Strong analytical, organizational, and balancing skills
Ability to effectively prioritize work volume and resolve complex problems
In-depth analytical skills with strong attention to detail and accuracy
Ability to work under pressure and independently on assigned accounts
Ability to work within a team environment, with emphasis on training and leading co-workers
Expertise in being able to translate technical material in an easily understood manner to clients, auditors and co-workers
Accepts ownership of work
Strong knowledge of regulatory reporting Trust & Custody in developing Key Risk Indicators
Strong knowledge of Financial interface to the general ledger systems
Strong ability to multi-task and work within strict deadlines

225

Financial Controller Emeia Resume Examples & Samples

Lead, develop and drive efficiency around EMEA financial operations and forge strong working relationships with various departments to ensure that finance is pioneering in supporting the needs of the operating businesses
Develop, nurture and display strong leadership for the finance team from Cork while supporting sites across Europe
Manage financial, statutory and management reporting requirement for various jurisdictions in EMEA
Provide strong management information through analysis and identification of KPI's for key geographic areas whilst collaborating with various stakeholders to develop and monitor performance improvement plans
Drive implementation and improvement of financial processes for finance transactional, cash applications and other associated financial reporting support services
Liase closely with the parent company in the US in terms of overall business strategy, financial reporting compliance etc

226

Mortgage Financial Modeler Resume Examples & Samples

Actively work with issuers, investors, trustees and servicers to support complex financial models
Manage Bloomberg's deal library by monitoring the issuance market, verify timely updates of models, and support peripheral products
Use, test, and recommend updates to proprietary tools and processes used to update deals
Map data from servicing statements and loan tapes so deals can be maintained going forward
Bachelor's degree in Business, Finance, Mathematics, Engineering or Computer Science preferred
3-5 years of proven professional experience in the development of financial models or structures
Understanding of collateral amortization terms and programs
Proficiency with Excel is required
Ability to work independently as well as within a group
Effective communication and organizational skills
Experience in modeling RMBS, CMBS, ABS, or CLO deals
Experience in fixed income quantitative analytics
Programming experience (Python/Java/C++)
Experience in the development of team members in the skills of financial modeling or structuring

227

Financial Data Internship Resume Examples & Samples

Sourcing and qualifying relevant data
Updating and processing data onto the Bloomberg database in a timely manner
Responding to client queries regarding the data within assigned market
Living/Studying in Sao Paulo
Fluency in English. Fluency or advanced knowledge of Spanish is a plus
Knowledge of VBA or Python programming are a plus
Keen interest in financial markets (though experience or finance qualification not required)
Able to work 6 hours per day for the 1-2 years while in school/university

228

RAS Financial Performance Resume Examples & Samples

Partner with Global Head to assist in transforming RAS costs IT into an efficient and sustainable service delivery unit towards the IT business function and their CFO business partners
Help improve approach and methodology drawing on his/her practical experience, industry best practice and knowledge, thereby delivering quantifiable effectiveness and efficiency benefits with reporting and analysis
Ad-hoc / fast response supporting Group Technology CFO and COO requests
Partner with the business aligned performance, CFO, RAS counterparts and offshore teams to provide a comprehensive understanding of GT producer costs and billing allocations key drivers of costs and shred methodology
Ensuring that benefits are captured and reported

229

Financial Advertising Partnerships Manager Resume Examples & Samples

Leadership of the relevant client set across all platforms and brands at News UK, setting strategy, delivering on targets. Accountability for the protection and growth strategies and tactics
Developing and maintaining effective working relationships with senior staff at key account clients with the relevant Business Directors and Comms planning teams at agencies to maximise revenue. This includes understanding their business and marketing objectives, as well as category objectives and identifying potential synergies with News UK opportunities
Responsible for forecasting and reporting on revenue & share for the client set across all of our titles and platforms
Working closely with the Category Director, Head of Digital, Agency Development Heads, Heads of Trading and Solutions and the sales teams to ensure all relevant revenue targets in the given category are met
Working with the Insight and creative teams to deliver bespoke, world-class proactive partnership opportunities
Educate and evangelise clients to increase their understanding of all platforms to increase spend on our digital platforms
Delivery of key Insight pieces to drive News UK’s reputation for thought-leadership
Knowledge of all our products, services and audiences across all platforms and brands
Proactively lead the creation of major initiatives, ensuring close links with relevant commercial functions (sales, trading, solutions, strategists), Editorial and Marketing
Establish new ways of doing business direct with clients that look to extend beyond ads on the page
Manage internal stakeholders
Provide a bank of client case studies to underpin new business efforts and inform the decision about the future extension of organising Sales teams around categories
Be at the forefront of new trends and practices in direct client sales and build a leadership position for News UK
Being professional and a strong ambassador for News UK
Experience of selling to key clients directly as well as Senior Comms planning contacts at agencies
Experience in developing dynamic multi-media propositions
Forensic knowledge of the marketing discipline, media market and News UK’s products and services
Evidence of selling in major revenue projects direct to marketing clients in a sales role
Experience in creating and delivering compelling sales presentations
Track record of dynamic thinking to drive revenue
Track record of working collaboratively in a complex business environment

230

Financial Statement Risk Management Senior Resume Examples & Samples

Min. 3 years of experience in one of the areas of credit risk, market risk management, ALM, financial services audit or corporate treasury risk management
Solid knowledge in Basel II/III, banking and corporate risk framework, equity capital and regulatory capital calculation, and reporting
Familiarity with Risk Management solutions is a strong plus
Good verbal and written communication (English, Turkish) and interpersonal skills
Project Management certification preferred
SAS, E-views and excel macro knowledge is an asset

231

Treasury Financial Controller Resume Examples & Samples

Responsible for the production of accurate and complete books and records for all portfolios and SPVs ensuring compliance with all Group financial and external reporting requirements
Oversee production, analysis, explanation and reporting of the daily, weekly and monthly profit and loss
Drive the agenda for the month end close supporting the accelerated close initiative to ensure that our reporting requirements are met on a timely basis
Contribute to strategic and continuous improvement projects as well as operational excellence initiatives to improve daily functions / processes continuously
Maintain and improve the control environment within the team with focus on adherence to policies, SOX requirements as well as internal audit action points
Develop MI and KPI for management reporting purposes as well as for sharing with our internal clients - the MI may range from breaks summary to fair value hierarchy analysis. Refine these MI and KPI over time as the business evolves
Maintaining a robust control environment and ensuring appropriate judgement is applied at all times
Continuously reviewing operating processes to drive efficiencies; reducing non-core tasks, reduce duplication, ensure core production is automated
Manage stakeholder expectation, especially at key reporting periods. Ensure any issues are flagged ahead of time, be proactive in identifying issues and providing constructive solutions
Provide insightful information
Ensure the smooth execution of all external and internal deliverables
Knowledge of Products and Services
Knowledge of Business Systems and Tools
Technical Knowledge

232

UK Financial Controller Resume Examples & Samples

‘Big 4’ trained ACA with 2+ year post qualified experience
Excellent technical skills are essential (FRS 102 / IFRS / US GAAP), as is demonstrable track record in best practice management of financial close cycles, consolidations and SOX
Previous experience with Maconomy and/or Costpoint, our local financial accounting software, will be advantageous but is not essential for the right candidate. Experience with Hyperion would also be advantageous
Experience of working in an evolving, changing environments would be advantageous
Process improvement and value adding
Working in an international environment, liaising with overseas colleagues
Creating meaningful financial analysis and understanding
Play a key role in the monthly financial and management accounting processes
Prepare accounts to US GAAP requirements for submission to US Parent Company
Demonstrated proven experience with preparation and delivery of the year-end statutory Audit, including preparation of audit files, lead schedules, collation of appropriate audit evidence
Intermediate/strong MS Excel skills
French would be an advantage but not essential

233

CIB F&bm-financial Controller Resume Examples & Samples

Lead the EZB finance workstream
Coordinating amongst the team of financial controllers across EMEA (ex UK), and contributors to the EZB finance workstream
Participation in EZB Steering Committees, Project Control Committee, EZB workshops, Finance workstream meetings, and any other ad-hoc meetings as required
Identification of risks, actions, dependencies and issues impacting the delivery of the Finance objectives; and enabling resolution thereof
Monitoring of funding requirements for EZB during the project life-cycle, and management of related RCA process
Liaison with functional teams- Line of Business (LOB) controllers, Corporate Tax, Treasury, and risk management teams to ensure appropriate EZB forecast/budgets are prepared, in accordance with JPM policies and procedures
Ensuring legal entity considerations are identified, discussed, tracked, and addressed in order to ensure legal entity readiness
Ensuring effective stakeholder communication, escalating issues as they arise
Provision of business support to the EMEA regional controller
Management of other finance initiatives impacting regional controller teams, as required
Self-motivation & ownership – take full responsibility for ensuring objectives and milestones are met
Attitude - enthusiastic, resilient and able to work well under pressure
People management and influencing skills
Teamwork – develop productive working relationships with colleagues in all functions and locations
Risk management – identify and address potential risks, with appropriate escalation
Communication – effectively communicate to peers and seniors
Project management – progress / manage multiple priorities that can change at short notice
Qualified accountant/MBA/Masters in Finance
Experience of working cross border with teams in multiple locations
Excellent knowledge of accounting standards
Good knowledge of CIB products an advantage
Good knowledge/understanding of JPM policies and procedures an advantage
5+ years of accounting experience in the financial services industry
2+ years of staff management experience (project management experience an advantage)
Strong PC / systems skills/experience of large scale Finance technology implementations

234

Aml-financial Investigation Unit Head Resume Examples & Samples

At least a college graduate of any business course, preferably major in accounting or finance or possesses a law degree
Minimum 2-3 years working experience in regulatory compliance, legal or audit in the banking industry or in the financial services
Possesses a sound and working knowledge of US and local banking regulations
Meets the necessary AMLCO certification standards as set by Global AML Office and local regulatory standards, if any
Working knowledge of Compliance-related functions
General understanding of banking operations
Technical skills in Microsoft Office, specially Excel
Thorough knowledge of US and local AML regulations and related Citi Policies
General knowledge of the business--its goals and strategies
Understanding of compliance risk management concepts

235

Hub Financial Controller Resume Examples & Samples

Manage the preparation and review of balance sheet reconciliations on a timely/monthly basis for all designated entities, ensuring a robust balance sheet reconciliation process is in place and adhered to
Manage the approval of transactional tasks including reconciliations that are performed by third party resources
Manage the monthly financial close process, including finalisation of actuals, month on month analytical review, delivery of results to Divisional Financial team and appropriate governance activities to support the integrity of the actuals
Ensure the accuracy and compliance of ANZ accounting policies and processes including review of journal requests, supporting month-end activities and completing necessary checks and reconciliations to ensuring the accuracy of financial information (proactively engage Group Accounting Policy as required)
Drive project and other campus level initiatives to improve efficiency and productivity
Ensure any adverse audit findings are actioned appropriately
Graduate of Accounting, Finance/ Commerce / equivalent degree Chartered Accountant (CA) or CPA or equivalent with professional experience in Finance roles Strong analytical and technical skills with high attention to detail
Experience of reviewing work in Banking / Financial Services Industry
Demonstrated understanding of IFRS and PeopleSoft knowledge preferable
Business acumen coupled with financial prudence and customer focus
Experience with statutory and regulatory accounting within a banking / insurance environment; Ability to multi-task effectively and drive performance in a complex environment

236

Asst Hubs Financial Controller Resume Examples & Samples

Manage the preparation and review of balance sheet reconciliations for high risk GL Accounts on a timely/monthly basis for all designated entities, ensuring a robust balance sheet reconciliation process is in place and adhered to
Manage the approval of transactional tasks including reconciliations that are performed by the third party resources
Manage the accuracy of regulatory and statutory reporting functions delivered from the hubs team
Ensure the accuracy and compliance of ANZ accounting policies and processes including review of high value journal requests, supporting month-end activities and completing necessary checks and reconciliations to guarantee the accuracy of financial information (proactively engage Group Accounting Policy as required)
Ensure auditor requests and queries are responded to on a timely basis
Manage end to end process improvements and implementation for efficient personnel utilisation
Develop and Maintain effective relationships with key stakeholders (onshore Finance Controllership teams) ensuring all needs are delivered
Be the Hubs Financial Control primary point of contact for designated areas of onshore FC function and ‘own’ that relationship
Build collaborative relationships with other senior finance and other management functions in order to enable effective exchange of information required to support financial control activities
Provide valuable inputs for monthly financial result discussions with designated onshore FC teams
Ensure the accuracy of accounting outputs, by guaranteeing processes adhere to compliance and control disciplines as outlined in the Accounting Standards Manual and other Group policies and procedures
Embed simplification, standardisation and elimination of financial control activities/processes where appropriate
Accountable for driving end to end process improvement
Recruit, motivate and manage the performance of direct reports (7 ~ 8 DRs) to ensure quality output and team cohesion
Develop skills and capabilities of the teams by training, coaching, providing opportunity to perform challenging work and sharing experiences and information
Drive the ICARE values in day-to-day activities within the team
Chartered Accountant (CA) or CPA or equivalent with at least 8+ years of professional experience in Finance roles
Demonstrated people management and interpersonal skills and experience working with onshore and third party teams
Strong ability to multi-task effectively and drive performance in a high complex environment

237

Plant Financial Controller Resume Examples & Samples

Prepare and review periodic financial statements
Preparation of monthly Profit and Loss statements and cost accounting report
Present monthly financials to the CFO
Daily Reconciliation and Reporting of Sales and Margin data by Customer and Product Line
Monthly Excess and Obsolete calculation - Stock and Work in Process inventory
Coordination, Auditing, and Reconciliation of the plant's Quarterly Physical Inventories
Analyze revenues, costs, and earnings compared to budgets and explain variances
Play a key part in plant planning and forecasting by reviewing and adjusting predicted volume, sales, and productivity to reflect trends, sales rates, and cost models
Coordinated long-term planning, forecasting, and budget management
Oversee monthly financial data preparation and analysis, and presented results to management team
Conduct month-end close and cash management
Take on process improvement initiatives
Bachelor degree in Accounting or related field
8+ years of accounting experience
Strong cost accounting experience
Hands-on experience in a manufacturing company
ERP experience preferred

238

CIB F&bm-financial Controller Resume Examples & Samples

Knowledge of bank regulatory and experience in regulatory reporting is a plus
Knowledge of the Essbase / Business Object is a plus and proficiency in Excel
Some related work experience preferably from the banking industry
French speaker will be a plus
Professional written and verbal communication and interpersonal skills
An ability to multitask
An ability to work to tight deadlines

239

Financial Managment Group Resume Examples & Samples

Responsible for Balance Sheet and P&L classification for direct businesses supported – including month end reviews and GL reconciliation/substantiation
Responsible for reporting deliverables to Corporate Centre (including Direct Tax, Indirect Tax, Regulatory and Financial) – both regular and ad-hoc in nature
Responsible for implementation of the financial control framework including Business Unit specific modifications
Assisting in New Product Approvals and variations from a Finance perspective

240

Hub Financial Controller Resume Examples & Samples

Manage the hubs sign off of balance sheet reconciliations and supporting work papers on a timely basis for the designated country’s Financial Control, ensuring a robust balance sheet reconciliation process exists to support sign off from the IIB Hub Financial Controller
Manage the monthly financial close process ensuring appropriate controls and governance activities are in place to support the integrity of the actuals for the designated Hub Financial Control team
Support the Divisional Financial Control team (and the IIB HFC) by performing an analytical review of financial statements and review of high value / material transactions to ensure financial reports are accurate prior to distribution to the onshore designated Hub Financial Control team
Ensure the accuracy of and compliance with ANZ accounting policies and processes including preparation of journal requests, supporting month-end activities and completing necessary checks and reconciliations to ensure the accuracy of financial information (proactively engage Group Accounting Policy as required)
Ensure all relevant statutory and regulatory obligations are satisfied on a timely basis
Drive projects and other campus level initiatives to improve efficiency and productivity
Graduate of Accounting, Finance/ Commerce / equivalent degree and has a Chartered Accountant (CA) or CPA or equivalent with at least 8+ years of professional experience in Finance roles Strong analytical and technical skills with high attention to detail
Demonstrated experience with statutory and regulatory accounting within a banking/insurance environment
Strong business acumen coupled with financial prudence and customer focus
Ability to multi-task effectively and drive performance in a complex environment

241

VP, Financial System Resume Examples & Samples

Supporting the CCB CFOs, Controllers and External reporting
Analyzing various processes and developing and implementing improvements
Develop relationships and work closely with the CFOs, Controllers, Planning and Analysis team, External Reporting, Risk, Operations and other contacts within the Firm
Support ad-hoc analysis
Retrieving large datasets from multiple systems of record and performing analysis
Writing and reviewing business requirements for process improvements
Presenting results and status to senior management
7+ years of professional accounting and/or banking experience
Minimum of a bachelor’s degree in accounting and/or finance, a must
Experience working in an environment that requires attention to detail and the adherence to strict rules and standards
Strong analytical and problem solving skills; ability to present information to senior management in a concise manner
Strong knowledge of Excel, Access, Info One, MSP, SAP, and SQL
Process Analysis / Process improvement a plus
Ability to identify issues, seek solutions and gain consensus regarding outcome
Ability to streamline existing process and create new processes
Control mindset

242

Financial Statement Accounting Manager Resume Examples & Samples

Performing financial statement preparation and review
Working with client personnel and auditors to prepare and present year-end financial accounts
Assisting with development of financial reporting processes and tools
4+ years experience as a hedge fund accountant, product controller or auditor of hedge funds
Exceptional organizational and written/verbal communication skills
Strong Excel knowledge (Pivot Table, Sumif, Sumifs, V-lookup)

243

Financial Modeller With English Resume Examples & Samples

Develop and maintain robust financial models to support the end to end sales process and internal business case & governance process
Supporting other financial modellers when appropriate on more complex deals
Provide ad hoc analysis and financial advice to the bid team regarding all aspects of the sales negotiations such as risk, indexation and foreign exchange hedging
Prepares pricing-related reports and participates in presentations with internal teams, clients, prospects and/or vendors
Excellent communication skills regarding both financial / non-financial information and both written and spoken
Comfortable working Microsoft Excel and sometimes complex spreadsheets. Is a natural problem solver

244

Audit Financial & Process Team Leader Resume Examples & Samples

Defines and manages audit projects (e.g., resource requirements and project workflow) to meet project objectives and budgeted timeframe
Coordinates and controls fieldwork according to the audit plan
Monitors workloads of team members, adjusts and redistributes assignments accordingly
Ensures that the project is completed on time and within budget
Takes responsibility for the quality of the team’s work product
Prepares complex written documents and presentations as required
Communicates issues, actions, and impacts while maintaining strong client relationships
Acts as a resource on complex matters
Evaluates the audit team’s work. Assesses capabilities of team members and provides proactive and meaningful feedback to develop team members. Actively participates in the training of new auditors in both informal (on the job) and formal environments
Develops partnerships with clients by understanding their goals and deliverables, key business processes, technologies, risk management practices and areas of potential risk
Additional responsibilities will include participation in acquisition due diligence efforts or other special projects of a consultative nature
Education & Training: Bachelor’s degree is required. A major in Accounting or Finance is strongly preferred. A professional designation such as a CPA, CIA, etc. is required
Public accounting audit experience, preferred
Minimum of three years’ experience in audit required
Banking or other financial institution expertise preferred. Supervisory experience is required
Securities licensing is preferred
Must meet credit history and criminal background requirements associated with Financial Industry Regulatory Authority registration process, to include FBI fingerprint criminal history, review of credit report, civil litigation, liens, and other public records.
Expert in all MS Office Products
Must be willing to travel domestically and internationally, as required- estimated- 20 %

245

KIS Financial Resume Examples & Samples

Attain sales production and referral goals by working book of business, lead lists, and closing on referrals
Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities, and learn the core bank products to generate referrals back to the Community Bank where appropriate
Be an active member of the Branch team. Engage licensed and non- licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base
Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching of branch personnel, client management, service delivery and other resources in order to maximize needs- based sales production
Maintain responsibility for coaching and mentoring licensed KeyBank Relationship Managers to sell investment/annuity products to new and existing clients. Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank
Utilizing a consultative sales process and assessment tools where appropriate, provide comprehensive, needs- based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff
High School Diploma or equivalent work experience
Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space
Demonstrated ability to sell products and services to investment clients; evidence of strong sales results
Ability to use: standard office equipment, proprietary financial services systems
FINRA Series 7 and 66 (or 63 & 65); Life & Health Insurance License

246

Engagement Principal, Financial Operation Resume Examples & Samples

The Engagement Principal, Financial Operations manages engagements across all aspects CAAT's NBCUniversal Center of Excellence
Proactively leads audit planning efforts. Defines project scope and timeframe for approval by CAAT leadership. Ensure audits are resourced properly
Provides leadership and direction for the engagement team which may include multiple functional areas. Ensures that fieldwork is properly conducted and completed in accordance with the audit plan, staff is supervised, their work reviewed, follow-up work performed as necessary and that findings are communicated to CAAT and client Management
Applies problem-solving methods and data analysis to identify business issues. Writes clear meaningful audit comments and recommendations for action by management. Ensures engagement reports are issued timely and with high quality
Contributes to the operation and management of the Department in areas such as recruiting, staffing, scheduling, budgeting, presentations to management, and training. Fosters a team oriented environment that (i) develops a diverse and highly motivated professional staff with a passion for excellence, (ii) provides meaningful and challenging assignments, and (iii) recognizes and rewards outstanding performance
Proactively develops business partnerships with business management. Considered a technical expert within their Center of Excellence and provides assistance to Company management, as necessary. Assesses the impact of engagement observations and identifies themes across multiple engagement/entities
Maintains a continuous presence with clients by actively participating in key management meetings and strategic initiative steering committees in order to understand business strategies, challenges and risks
Pursues continuous professional development through training, certifications and education

247

Financial Intelligence Analyst Resume Examples & Samples

Requires at least high school diploma or GED
Requires at least 3-5 years of experience in Banking Services, branch operations, risk management or related function and two years of BSA/AML experience
At least 2 years of experience using Microsoft Office
Analytical skills, solid understanding of deposit and loan transactions
Use of good judgment, attention to detail, internet savvy
Good knowledge of Bank Secrecy Act and USA PATRIOT acts
Represents basic qualifications for the position.To be considered for this position you must at least meet the basic qualifications

248

CIB CAO Regional Financial Market Infrastructure & Agent Bank For-VP Resume Examples & Samples

Negotiate contractual arrangements and fee schedules, where applicable, and manage JPM spend with FMIs and Agent Banks
Identify risks and issues and articulate recommendations to ensure the most optimal and effective use of FMIs and Agent Banks in the markets where we operate
Participate in global projects and/or information gathering impacting FMIs and Agent Banks whether initiated by GMI or by the LOBs
Proven experience and knowledge in the payment and securities industries
Previous experience working with or dealing with FMIs and Agent Banks, and with Third Party Oversight (TPO) is preferred
Attention to detail combined with an ability to absorb a large amount of information, articulate recommendations and develop a strategic approach

249

Country Financial Institution Head Resume Examples & Samples

Manage the Financial Institutions team to achieve our budget goals, establish and maintain excellent client coverage and foster teamwork across the senior and junior bankers
Act as Citi’s and the client’s “value-added gateway” by originating and delivering Citi’s products and services to the owner, and senior levels of the client
Fully dimension the client’s wallet and identify/create opportunities for Citi to deliver
Understand clients’ business and manage the portfolio from end-to-end
Partner with Risk Management team to understand, lead and manage the risk inherent in the client portfolio and in any deal solutions
Build and execute a relationship plan, including a deal solutions pipeline for each client that will secure optimum Return on Risk Capital performance across business and credit cycles, while setting and meeting Citi’s revenue, cross-sell and capital management objectives
Liaise with relevant parts of the Citi network (locally and internationally), playing the team co-ordination role in developing and serving relationships, including the implementation of product specialist & Citi Senior calling plans
Stay informed on product knowledge/developments and deal replication ideas, introduce new opportunities to internal business partners so as to maximize Citi’s opportunity to deliver the best to our clients

250

Assistant to Financial Controller Resume Examples & Samples

Reporting, analyzing and providing constructive commentary on weekly, monthly and YTD results
Communicating effectively with the FC and the Business by sharing and interpreting information that will help to improve business performance
Direct interaction with the Partner, Director and Manager group to ensure that basic controls are being consistently applied and that unusual or weak performance is identified and challenged
Involvement with the detailed budgeting process
Involvement with the market leadership planning process
Involvement with the re-forecasting process
Look for ways to improve our approach and processes across the Segments
Building relations with the Tax SL finance teams in the other EMEIA Regions, other Service Lines and EMEIA Finance
The ETC has a core support team of 8 people and we operate a very lean structure. Therefore you will work closely with the ETC HR and Markets teams
Relevant financial experience from an accountancy or internal finance function
Ability to manage their own time and to manage the expectations of numerous stakeholders

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