Finance & Risk Manager Job Description
Finance & Risk Manager Duties & Responsibilities
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Finance & Risk Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Finance & Risk Manager
List any licenses or certifications required by the position: PMP, CISA, CIA, PSJH, ARM, SAP, CMRA, CISM, CISSP, CPA
Education for Finance & Risk Manager
Typically a job would require a certain level of education.
Employers hiring for the finance & risk manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, MBA, Business, Economics, Management, Engineering, Education, Mathematics, Statistics
Skills for Finance & Risk Manager
Desired skills for finance & risk manager include:
Desired experience for finance & risk manager includes:
Finance & Risk Manager Examples
Finance & Risk Manager Job Description
- Ability to provide guidance and/or expertise on various assignments
- Ability to coordinate with the various business units, and provide advisory support in completing their respective documentation requirements
- Managing and implementing a Controls Assurance Plan including conducting targeted Quality Control Reviews (QCR) on effectiveness of key controls and compliance with the FCS
- Analysing results of the regular self-assessment of the Finance Control Standards (FCS) for inclusion in the Finance Operational Risk Assessments completeness based on the QCRs
- Analysing operational incidents (including their causes) to identify control framework improvements necessary or additional QCRs needed
- Analysing results of the regular self-assessment of the Finance Control Standards (FCS), completing the Finance Operational Risk Assessments and monitoring of compliance with the Financial Control Framework (FCF)
- Conducting targeted Quality Control Reviews on effectiveness of key controls and compliance with the FCS
- Co-ordinating the periodic representation process by senior management and Business Continuity Management plan for ANZ
- Collaborates to identify opportunities, and influences others to move toward meeting business objectives with speed and agility
- Approve/Recommend/Amend Risk Strategies & Transaction Requests within Delegated Lending Limits,meeting agreed timelines
- Experience in the financial services industry is strongly preferred
- Thorough knowledge of SEC and PCAOB regulatory requirements of internal control over financial reporting
- Proficient computer skills including applications within the Microsoft Office suite, including MS Word, Excel, Visio, and related MS Office applications
- Coach & Counsel Account Managers on risk
- Identify Risk issues and takes proactive action within designated portfolio by segment
- Bachelors degree Information Systems, Computer Science or related IT Audit & Control disciiplines
Finance & Risk Manager Job Description
- Develop and manage relationships with colleagues from the broader CRMA department with other areas of the firm
- Partner with the VP’s / Senior leadership of Network, End User and Security & Risk Management and their direct reports in driving the business objectives of the team
- Drive business transformation and achieving the financial plans of the group
- Understand IT spend and IT financial management including underlying financial processes and controls
- Annual and periodic budget planning, close activities and financial compliance
- Lead a staff of 2-3 across core technology areas including Network, End User services
- Track progress against financial targets and provide leadership in cost improvement and IT financial management activities with an ability to look external for benchmark and industry practices
- Understand IT pricing, billing strategies and overall IT technology strategies
- Participate with/lead leadership team operation reviews, business reviews and service management activities, and represent finance leadership across various transformation programs and business cases
- Managing with an organizational enterprise mindset and understanding the landscape for innovation
- Proficient with Microsoft Office products (including Visio)
- For the delivery of TS projects involving the delivery VP's area, monitor and report holistic portfolio status (addressing project health, scope, timelines, financials) by working closely with the PMO Portfolio Director who is responsible for the area's project portfolio (and when relevant, Program Delivery Executives responsible for Tier 1 & 2 Programs)
- Be an active member of the delivery VP's leadership team directly supporting weekly leadership team meetings and off-sites and ensure regular employee communications/staff related activities and events are planned
- Candidates will have the opportunity to travel in Emerging Markets within EMEA region (typically once or twice a year)
- Experience with project management and problem solving running complex finance processes
- Strong knowledge of Excel is a plus (e.g., pivot tables, vlookups)
Finance & Risk Manager Job Description
- Encourage creative and innovative thinking from team members while helping them to bring their ideas and career plans to fruition
- To this effect, MO ensures that the Tomcat data model effectively covers each collateral type, hedging arrangement and valuation rule
- The data model covers collateral description, third party description (incl
- In case of default, coordinate the execution process with all the parties involved
- Define target states of technical and functional reporting & analytics design
- Advise clients on a wide range of data management solutions
- Contribute to the execution of the practice’s growth plan
- Lead, develop and support our resources
- Creating strategies and blueprints that define the finance operating model, process automation plan, and analytic insights engine supporting the broader organization’s future vision
- Refining and optimizing the CFO's ability to organize and analyze financial, operational and external information to create substantial shareholder value
- Knowledge of Infrastructure operations, including end user, network, security and hosting services, application development and support services, IT pricing, billing and IT financial management systems is preferred
- A minimum of 8 years of financial experiences are required
- Previous experience at the Manager level is required
- Process driven individual who is able to excel in a fast-past environment and problem solve is required
- People development and talent management experience is required
- Expert knowledge of test methodologies and approaches
Finance & Risk Manager Job Description
- Lead large or multiple project teams engaged in the delivery of Source to Pay initiatives
- Develop and maintain contact with C-level clients, be an internal and external trusted advisor on new trends and best practices for Source to Pay, providing industry point-of-view and recommendations on how clients can transition to future state solutions
- Understand business drivers and opportunities as it relates to our client's business and ensure business outcomes are achieved
- Advise, design, develop and/or deliver technology solutions that support Source to Pay best practices
- Develop trusted relationships with internal and external clients, qualifying potential opportunities and/or negotiating complex deals
- Facilitate senior level workshops, evaluating improvement opportunities, new architecture design and roadmaps
- Contribute to the practice’s growth plan
- Manage engagement risk, deliverables, and project economics
- Chairing and participating in Project Working Groups, Project Review Boards and project lifecycle quality reviews
- Proactively reach out to clients and partners to build trusted advisor relationship and achieve business objectives
- Expertise in Structured Finance markets(Commercial Real Estate, ABS, CMBS, CLOs)
- Bachelor’s degree in business management, finance, economics or related field four year Finance, Business, or Mathematical Degree, or equivalent work experience
- Master’s in Accounting, Finance, Economics, Mathematics, MBA or equivalent preferred
- Proficient in Excel, MS Project, Vision, ACSS, VISIO
- Proven leadership, presentation and interpersonal skills with 2+ years of experience in managing, leading and guiding others
- Strong Project Management skills – results oriented, strong sense of urgency, proactive and flexible
Finance & Risk Manager Job Description
- Ensure education of and compliance with the security and compliance procedures of UHC, specific legislation as it relates to collections, bankruptcy and workouts
- Key role responsible for independently monitoring and evaluating the effectiveness of operational risk management for the firm’s Finance & Accounting functions across MUAH and BTMU –US
- Assess effectiveness of operational risks specific to business functions including finance and accounting processes including, but not limited to, corporate accounting, business unit controllers, financial reporting, regulatory reporting, corporate tax, legal entity transfer pricing, procurement, accounts payable, sourcing and contracts management
- Identify deficiencies, recommend corrective actions to Business Unit management, and assist to ensure remediation is accomplished in a timely manner
- Escalate significant and emerging risks to the Business Unit Risk Manager (BURM) and senior management
- Facilitate internal control testing with key stakeholders to ensure compliance with risk management policies
- Produce monthly and quarterly operational risk reporting in conjunction with the Business Unit Risk Manager’s Integrated Operational Risk Report for Financial Management for the Americas
- Manage relationships with line of business managers across 1st line Financial Management of the Americas (FMA), specifically Controller’s and Tax Services (MUB/MUAH), Financial Operations for the Americas (FOA), and Financial Planning & Analysis (FP&A)
- Build and manage relationships with other 1st and 2nd line functions, Information Systems of Americas, Americas Model Risk Management of the Americas, Operational Risk Management, Information Risk Management, and colleagues of the Risk Management of the Americas organization
- Manage relationships with Internal Audit of the Americas and Regulatory Affairs Office
- Proven ability to manage a team that provides top tier service to business partners
- Mastery of P&L and understanding of portfolio financials
- Comfortable working with cross-functional teams and working under unstructured environment
- Proficiency in financial software and systems including Excel, Access, COGNOS, and OFA
- Requires 5-10 years of experience in financial services, either within a commercial banking enterprise or Big 4 management consulting organization Big 4 or top tier management consulting experience strongly preferred
- Minimum of 7 years of combined finance and consulting experience