Associate, Financial Resume Samples
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Associate, Financial Resume Samples
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NZ
N Zboncak
Naomi
Zboncak
7042 Brakus Overpass
Detroit
MI
+1 (555) 284 5686
7042 Brakus Overpass
Detroit
MI
Phone
p
+1 (555) 284 5686
Experience
Experience
Phoenix, AZ
Associate Financial Market Advisory Modeling & Analytics
Phoenix, AZ
Powlowski LLC
Phoenix, AZ
Associate Financial Market Advisory Modeling & Analytics
- Providing/supporting model development, model validation services, and model risk management efforts
- Provide support for business development, lead qualification and strategic product development for all
- Model development, model risk management and documentation best practices and approaches as well
- Guide project teams to create state of the art custom model development (including relevant analytics
- Work with the team in Gurgaon and New York in the valuation and risk management of portfolios of
- Product development initiatives (e.g., partner closely with FMA global business leaders to develop
- Analytical solutions to support development of product offerings in the Enterprise Risk Management area)
Chicago, IL
Senior Associate, Financial Services
Chicago, IL
Koch-Torphy
Chicago, IL
Senior Associate, Financial Services
- Manage teams of tax professionals and assistants working on client projects
- Assist with the development of risk management services, both process and technology, driven by operations, technology, and regulatory and compliance mandates
- Engage in project management activities such as project planning, fees/expense management, resource planning, status reporting, and risk/issue tracking
- Identify performance improvement opportunities
- Engage in project management activities such as project planning, fees/expense management, resource planning, status reporting, and risk and issue tracking
- Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and accounting procedures
- Identify and communicate accounting and auditing matters to senior associates, managers and partners
present
San Francisco, CA
Senior Associate, Financial Management
San Francisco, CA
Jacobson LLC
present
San Francisco, CA
Senior Associate, Financial Management
present
- Participate in business development by identifying new opportunities and assisting with proposal development
- Assist with the creation of proposals and other business development activities
- Assist with the implementation of approved technology and business process improvements within the above functions
- Work with client service partners and executives on client and engagement establishment, engagement economics, reporting and billing and collecting
- Active participation in the development of business specifications for product and industry topics listed in above bullet
- Serve as a liaison between clients and upper management
- Plan and execute day-to-day activities of Advisory engagements including business process analysis, future state process design, data and business case analysis, and provide recommendations in the areas of process improvements and risk mitigation strategies
Education
Education
Bachelor’s Degree in Accounting From
Bachelor’s Degree in Accounting From
Duke University
Bachelor’s Degree in Accounting From
Skills
Skills
- Adaptability (Proficiency)
- Able to work with tight dead-lines and able to handle the volumes in the agreed turnaround time
- Quality Orientation (Proficiency)
- Applied Learning (Proficiency)
- Customer Focus (Proficiency)
- Initiating Action (Proficiency)
- Follow Up (Proficiency)
- Contributing to Team Success (Proficiency)
- Team player with strong interpersonal skills
- Strong computer skills including Web navigation and Microsoft Office
15 Associate, Financial resume templates
Read our complete resume writing guides
1
Associate Financial Modeling Resume Examples & Samples
- Excellent Excel skills; experience with financial modeling
- Strong finance/accounting skills
- Good analytical skills and creative problem solving skills
- Thoroughness and attention to detail, high level of accuracy, and strong work ethic
- Ability to succeed in a fast-paced environment with rapidly evolving deliverables
- Knowledge of Asset Management businesses
- Bachelors degree in Finance or related discipline
2
Associate Financial Restructuring Group Resume Examples & Samples
- At least two years of investment banking or finance experience is required
- Prior restructuring, distressed investing, or similar experience is preferred but not required
- B.A. or B.S. in finance, accounting, business or applied economics and / or course work in accounting and finance is highly recommended; an MBA is not required
- Fundamental understanding of valuation theory, methodologies and applications
- Strong financial and computer skills
3
Asset Management Private Bank Associate Financial Sponsors Group Resume Examples & Samples
- The Banker Associate’s primary responsibility is enhancement of the client experience and assisting our resources to deliver a complete wealth management solution
- This role provides leverage to the Banker on daily client priorities
- Ability to support Bankers during the sales process and ongoing client management. Includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs
- Supports Banker on client hierarchy and pipeline management
- Develops understanding and assists Banker in the sale of investments, banking and trust services 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
- Coachable professional with good “business sense” and an energetic/dynamic personality
- Ability to multi-task and manage priorities effectively
- Ability to adapt to a rapidly changing business and technology environment
- Exceptional problem-solving skills
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
- Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
4
Associate, Financial Operations Resume Examples & Samples
- Primary SME contact for strategic projects and technology teams representing Finance and Risk Operations (define all business requirements)
- Partner with existing Credit and Liquidity risk operations teams to learn reconciliation and adjustments processes and identify strengths/weaknesses for consideration towards improved process on new framework
- Escalate data quality issues for remediation
- Strengthen and maintain strong relationships between data suppliers as well as data consumers
- Provide metrics/MI to senior management to measure the project development, as well as overall health of risk data flows
- Represent Finance and Risk Operations in various control forums
- Strong analytical, problem solving and decision making skills
- Process re-engineering experience – strong efficiency and control mindset
- 1-3 years experience in financial services operations capacity
5
Analyst / Associate, Financial Sponsors Resume Examples & Samples
- Manage and lead analyst involvement on work projects
- Participate in the training of analysts
- Act as a resource for the wider Global Banking Coverage, Financial Sponsors Group as directed by the Head of Financial Sponsors/Global Sector Teams
- Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
- A generalist Investment Banking/Corporate Finance background – minimum of two years of experience
- Strong quantitative and qualitative analytical skills
- Experience of financial modelling, valuation, and execution
- Exceptional academic credentials
- Bachelors Degree in Finance, Economics, Math, Engineering, or other quantitative field of study
- Series 79 licenses required. On an exception basis, a 90 day contingency may be granted solely at management's discretion. Licenses are required to discuss and sell investment with potential or existing customers
6
Actuarial Associate, Financial Modeling Resume Examples & Samples
- Degree in Actuarial Science, mathematics, finance, computer science or other quantitative related fields are preferred
- Minimum of 2 actuarial exams or related advanced degree preferred
- Ability to understand complex quantitative concepts and models
- Strong communication skills with the ability to work effectively in a team environment
- Strong Microsoft Excel/Word/Access/Powerpoint skills
- Programming experience in C++\C#\Java\Matlab language is preferred
- Ability to manage multiple priorities and deliverables
- Experience in maintaining a controlled environment and protecting sensitive information
7
Associate Financial Modeling Group Resume Examples & Samples
- Using statistical, econometric and machine learning techniques to model behaviors of various loans, including consumer, SME or corporate
- Back testing modeling choices
- Implement the model and integrate the model into Aladdin analytical system
- Develop scalable business processes for modeling of various alternative investments
- They will have the opportunity to work on significant projects that will expand their knowledge and skills, as well as benefit BlackRock
- A master or PhD level education with a focus on math, engineering, finance, econometrics, or statistics is required. Some exposure to finance is also highly desirable
- Prior Experience of 2 to 4 years in quantitative modeling, machine learning or econometric/ statistical modeling
- Exposure to modeling technologies like R/SAS with good command over SQL and UNIX
- C/C++/Java/Perl/Python programming skills and exposure to Big Data tools are highly desirable
- Must be able to write and understand complex financial algorithms for implementing/deploying models and applications with minimal supervision
- Work with other FMG members to develop new models. Own the deployed models and verify the outcomes to be consistent
- Excellent interpersonal, leadership, and oral and written communication skills are also required
- Good programming knowledge with quantitative development and modeling exposure
- Strong desire to apply these skills to address financial problems and issues that BlackRock encounters in the course of business
- Good Knowledge of Analytical Tools and MS Office (Excel, Word and Power-point)
- Strong analytical skills, attention to detail and strong work ethics
- Possesses excellent creative and analytical skills
8
Associate Financial Development Director Resume Examples & Samples
- Bachelor’s degree in related field or equivalent combination of education and experience
- 2+ years recent full-time administrative experience in a fast-paced nonprofit setting (experience working in a development department strongly preferred)
- Demonstrate the "Character Counts" values of caring, honesty, respect and responsibility in all your dealings with members, guests, volunteers and fellow staff
- Excellent organizational, multi-tasking, and time management skills including the ability to manage multiple projects with many stakeholders at once
- Advanced proficiency with MS Office, including Word, Excel, Access and PowerPoint
- Excellent communications skills including good writing abilities and the ability to edit documents for grammar, style and punctuation
- A strong work ethic paired with the ability to adapt quickly to changing situations and circumstances
- Energetic, entrepreneurial spirit
- Ability to compose and produce professional looking documents and reports
- Inputs data into Salesforce, which is related campaign, stewardship and prospect information
- Data management of the Salesforce.com platform including data hygiene upkeep including de-duplication, owner changes, address validation, etc
- Provides administrative support to the annual giving campaigns of the YMCA Annual Campaign. Responsibilities include assisting volunteer campaigners, event volunteers, donors, prospects and other community members with YMCA related questions
- Complete duties in association with and attendance at Association events
- Maintain all electronic and hard-copy grants files, including deadlines and assist with collection and preparation of grant proposals and reports
- Work closely with the Finance Department to prepare gift reconciliations and reports
- Works with Financial Development team to achieve goals and metrics set by Financial Development and Strategic Plan
- Public speaking experience
- E-mail marketing skills and experience
9
Associate Financial Accountant Resume Examples & Samples
- Responsibility for financial accounting and general ledger maintenance including journal postings and ledger reconciliations
- Qualified or part qualified accountant - Japanese CPA, CPA/Australian Chartered Accountant, or similar preferred but not essential
- Approximately 5 years of accounting experience
10
Associate Financial Accountant Resume Examples & Samples
- Point of contact for marketing customers master data setup/updates
- Liaison for Regional Marketing team and CBG (Master Data Maintenance Team) for marketing customer data setup/updates
- Procure and prepare sufficient appropriate documentation (W9, business registration certificate, supplier template, vendor master form, etc.) for the marketing customer set-up/updates
- Submit request for marketing customer setup/updates on behalf of the requestors from the marketing team
- Perform clean-up of customer/vendor flagging in the Fund Management System per agreed cadence
- Bachelor's Degree, Professional Qualification or Post Graduate Diploma in Business / Commerce / Communications or in any relevant field
- Ability to speak and read Mandarin is an added advantage
- Good interpersonal and problem solving skills with ability to work in a fast paced team environment
- Detail oriented, proactive and able to work under pressure
- Self-starter, a team player and able to work with minimum supervision
- Focuses on delivering a positive customer experience
- Good Excel, Power Point and other Microsoft Office skills
- Experienced in SAP or other ERP systems is an added advantage
- Preferably 1-2 years working experience in customer service environment (however fresh graduates are also encouraged to apply)
11
Associate Financial Controllerq Resume Examples & Samples
- Professional Accountancy Qualification (newly Qualified)
- Strong analytical and problem-solving skills with good attention to detail
- Inquisitive nature with an eagerness to investigate and fully understand products, processes
- And issues
12
Associate, Financial Sponsors Coverage Resume Examples & Samples
- Support the business activities of the Global Banking coverage model wherever ‘event-driven’ transactions are being originated and/or executed
- Assist in the preparation of pitching materials to assist senior bankers to win mandates. Assist senior originator with the marketing efforts to clients and to ensure that pro-active client relationships are maintained
- Develop and prepare qualitative and quantitative analysis
- Promote the activities of Global Banking both within and outside the Group
- Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the furtherment of the Global Banking business
- A strong understanding of the financial markets
13
Associate Financial Market Advisory Resume Examples & Samples
- Official Institutions
- Transaction Support
- Advise clients on high-profile mandates in the financial industry with regards to complex balance sheet, risk management and strategic issues
- Liaise with the global team and serve as project manager for our client mandates across multiple internal teams and a variety of different work streams
- Manage teams and direct reports and be accountable for the quality of the project work performed by them
- Source, train and develop talent
- Serve as a senior team member of our asset class teams or analytics teams on specific mandates requiring a quantitative/analytical approach
- Provide estimates & insights related to the staffing of resources across projects
- Enforce BlackRock’s fiduciary culture of providing the highest quality service to our clients
- Strong analytical and strategic thinking with dynamic, engaging style, and exceptional written and oral communication skills
- An in-depth understanding of the banking sector and knowledge across different asset classes
- Must possess in-depth knowledge of financial markets, current macro-economic events, and financial products (fixed income, equity, derivatives)
- Strong quantitative skills using Excel, & excellent presentation skills using PowerPoint
- Ability to influence results through others – without necessarily having formal authority – as well as the capability to build solid relationships with cross-functional partners
- Capability to take an innovative approach to developing solutions; prior strategic and “solutions oriented” experience desirable
- Proven track record in leading projects and teams
- Experience in sourcing, training and developing talent
- M.B.A. in Finance; or, Bachelors in relevant field (C.F.A or progress towards is desirable)
14
Senior Associate, Financial Due Diligence Resume Examples & Samples
- Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders
- Interface with senior executives of clients and target companies
- Analyze and synthesize 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
- Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management’s budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements
- Two years of experience in one of the following with a Top Ten public accounting firm: accounting, advisory, financial audit, or transaction experience
15
Senior Associate, Financial Services Resume Examples & Samples
- Execute the day-to-day activities of audit engagements of various Financial Services clients, including Securities and Exchange Commission (SEC) registrants
- Identify and communicate accounting and auditing matters to managers and partners
- Interact with clients to help ensure the information flow from the client to the audit team is efficient
16
Senior Associate, Financial Services Resume Examples & Samples
- Assist with the development of risk management services, both process and technology, driven by operations, technology, and regulatory and compliance mandates
- Four years of experience with financial operational processes, including front-office, middle-office, and back-office functions
- Bachelor’s degree in an appropriate field from an accredited college/university, MBA or advanced degree from an accredited college/university preferred
- Strong client services delivery orientation, including the demonstrated ability to take an active role executing engagements to client service standards
17
Associate Financial Market Advisory Modeling & Analytics Resume Examples & Samples
- Play a hands-on role in client project execution for customized model development, validation,
- Governance, and implementation advisory assignments – working in close collaboration with FMA
- Engagement teams – by participating in model development and data analysis
- Define and develop procedures and standards for modeling content and related documentation
- Supporting project needs, and clients’ business and model validation requirements
- Guide project teams to create state of the art custom model development (including relevant analytics
- And reporting) and accompanying model documentation to fulfil clients’ business and model validation
- Provide support for business development, lead qualification and strategic product development for all
- Projects with a custom model estimation or model validation component
- Liaise/collaborate with other modeling teams within BlackRock on related project execution, staffing and
- Resourcing
- Collaborate with FMG, Risk and Quantitative Analysis (RQA) and other related teams at BlackRock for
- Model development, model risk management and documentation best practices and approaches as well
- As on any validation-related topics pertaining to BlackRock’s proprietary models (e.g. Aladdin)
- Serve as subject matter authority on FMA model development and validation expertise, staying current on
- Latest regulatory guidance (such as CCAR, PRA, Basel etc.), industry best practices, developments, and
- Trends
- Source, train and develop talent, including customized modeling staff and technical writers, to support the
- Function
- The ideal candidate will be a modeling and analytics professional, who has demonstrated the ability to work on
- Teams executing modeling and model validation advisory projects. The ideal candidate will possess
- At least 4 years of professional experience either in developing and/or validating models using underlying
- Methodologies relevant for FMA projects (e.g. statistical, behavioral) At least 4 years of experience with
- Several scripting, data management, and / or visualization tools / programming languages, e.g. R, Python,
- Strong technical writing skills and ability to communicate, verbally and in writing, analytical concepts to a
- Range of client and internal audiences
- Background in financial services ideal; publications or experience in consulting a plus
- Familiarity with CCAR, PRA, SR 11-7/OCC 2011-12 guidance on stress testing, model risk management
- And validation is preferred
- Strong attention to detail; action-oriented attitude; and willingness to roll up sleeves
- Team player with collaborative and strong interpersonal skills; mentors and coaches resources along the
- Way; leads by example
- Superior organizational skills, self-starter and ability to perform under pressure and tight deadlines in a
- Fast-paced, high-intensity environment
- Graduate / Post-Graduate or significant coursework in an engineering, technical, and / or quantitative
- Discipline: Computer Science; Math; Statistics; Operations Research, Engineering; Physics
18
Associate Financial Director of Business Process Resume Examples & Samples
- Manage all Capital Budget Business Cases submissions and updates for the CCE organization
- Bachelor’s degree in Business with strong preference for Master’s degree in Finance, Statistics, Decision Science
- 8 to 10+ years’ progressive analytics and modeling experience, preferably within Healthcare, Financial Services or equivalent Consulting experience
- Strong background with using data from back office systems and reporting (Understanding of data structures and how data is linked)
- Previous experience and comfort in working with extremely large data sets used for modeling purposes
- Ability to present information in a variety of different formats and to a wide audience level that includes Senior Executives
- Exceptional organization skills, with the ability to work in a fast-paced environment with competing demands for resources and deadlines
- Demonstrated ability in navigating complex matrix functional relationships
- Demonstrated high level of proficiency with Excel, Word, Access and PowerPoint with ability to create all decks and analytics independently
19
Seasonal Senior Associate, Financial Services Resume Examples & Samples
- Understand and utilize KPMG’s Audit Methodology
- BA/BS degree from an accredited college/university
- Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and accounting procedures
20
Senior Associate, Financial Management Resume Examples & Samples
- Help execute financial and accounting analysis and process improvement(s) associated with one or more of the following financial management functional areas: budgeting and forecasting, financial close and consolidation, management and financial reporting, cash management and program accounting, working capital management, shared services, and/or financial transformation
- Assist with the creation of proposals and other business development activities
- Perform financial and controls transformation initiatives or process mapping in areas that include procure to pay, order to cash, plan to perform and close to report business cycles
- Plan and execute day-to-day activities of advisory engagements including, business process analysis, future state process design, data and business case analysis and provide recommendations in the areas of process improvements and risk mitigation services
- Five years of combined advisory or relevant industry experience in financial management and an understanding of complete financial analysis process
- Bachelor’s degree in Accounting, Business, Computer Science, or a related field from an accredited college/university, CPA is preferred
- Experience working with state and local governments is strongly preferred
- Experience in the development of proposals, deliverables, and reports
- Proficiency in Microsoft Word, Excel, PowerPoint, Microsoft Project, Oracle, Workday, and PeopleSoft
21
Associate, Financial Management Resume Examples & Samples
- Participate in large scale financial transformation efforts that focus on delivering operational, technical, and/or product development change, such as system and operational conversions, enhancements, process re-engineering, and new product development
- Utilize program level processes, controls, or tools utilized to manage a large scale banking initiative or merger and integration such as Project Management Office
- Manage a project lifecycle including assisting with scope definition, business case development, vendor assessment, requirements gathering, functional and technical design, testing, training, and implementation phases
- One year of diversified experience in financial management or analysis
- Bachelor’s degree from an accredited college/university, CPA is preferred
- Experience in working with state and local governments strongly preferred
- Moderate Project Management or Project Management Office experience in support of a large scale change initiative
- Excellent written and verbal communication and presentation skills with the ability to create and sustain meaningful client relationships
- Proficiency in Microsoft Word, Excel, PowerPoint, Microsoft Project, SAP, Cognos and/or Hyperion
22
Analyst / Associate Financial Modeling Group Resume Examples & Samples
- Analysts will be involved in solving challenging business problems using creative solutions utilizing a variety of technologies
- Provide modeling and analytical supports to internal and external clients
- A bachelor’s or master’s degree in Engineering or Computers Science from top tier institute
- Prior Experience of 3-5 years in web development with exposure towards Core Java/ J2EE / AngularJS/Spring
- Exposure to scripting technologies like PERL/Python and to SQL is must
- Work with other FMG members to develop new applications. Own the deployed applications and verify the outcomes to be consistent
- Interest towards learning about new technologies and tools
- Strong programming knowledge with web application development and design exposure
23
Associate Financial Budget Analyst Resume Examples & Samples
- Assist Manager with regard to the IS Department budget. Includes interaction with the Finance Department, as well as internal IS functions and upper management. Responsible for compiling information regarding corporate IT contract terms, prices, and specifications for all Henry Schein, Inc. software and hardware purchases. Continually maintains up-to-date information on IT contracts, and create budgeting reports for management on an annual basis. Assists in the development of, and ensures compliance with IS budgetary policies
- Maintains current information on contract details such as contract terms, prices/price increases, product maintenance, and service and warranty information. Analyze and compare vendor contract terms to other vendors and ‘industry standard’ to ensure Henry Schein is getting overall, the most competitive deal possible
- Coordinates with the Manager of Budgets and Contract Administration the Microsoft Enterprise Agreement as well as select an ESA (Enterprise Software Advisor) to assist with the overall Microsoft Purchase. Coordinate with all of our divisions and subsidiaries, domestically and globally, to ensure accurate license counts and provide the appropriate cost allocations
- Assists with tracking capital and expense dollars spent vs. actual for the entire I.T. department, as well as computer purchases for the corporation
- Validates billing for consolidated telecommunications with outside vendor
- Participates in special projects and performs other duties as required
- Meeting company standards pertaining to quantity and quality of work performed on an ongoing basis, performing all work related tasks in a manner that is in compliance with all Company policies and procedures including WorldWide Business Standards
- Adhering to Company policies, procedures, and directives regarding standards of workplace behavior in completing job duties and assignments
- 1+ years of related experience in accounting or finance by way of college or real life experience preferred, or the equivalent required
24
Associate, Financial Management Resume Examples & Samples
- Utilize program level processes, controls, or tools utilized to manage a large scale banking initiative or merger/integration such as Project Management Office
- One year of diversified background in financial management or analysis
- Bachelor’s degree from an accredited college/university; CPA preferred
- Moderate project management or Project Management Office experience in support of a large scale change initiative
- Excellent written and verbal communication and presentation skills; ability to create and sustain meaningful client relationships
- Proficient in Microsoft Word, Excel, PowerPoint, Microsoft Project, SAP, Cognos and/or Hyperion skills
- Ability to travel as needed
25
Senior Associate, Financial Services Resume Examples & Samples
- Provide tax compliance and advisory services to partnerships, corporations, and S-corporations for a variety of clients from Fortune 100 companies to emerging businesses
- Work as part of a multi-disciplinary team helping to provide industry knowledge and experience
- Build and manage client relationships
- Manage teams of tax professionals and assistants working on client projects
- Advise clients and be responsible for delivering high quality tax service and advice
- Participate in and contribute to market and business activities external to the firm
- Two years of corporate tax experience in an accounting firm, corporation and/or law firm
- Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university
- Experience with corporate taxation, consolidations and partnerships, and solid knowledge of FAS 109
- Excellent advisory and compliance skills
- Excellent verbal and written communications skills and ability to articulate complex information
- Ability to handle multiple engagements and client service teams
26
Experienced Associate Financial Services Resume Examples & Samples
- Provide timely, high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables
- Develop an understanding of the client's business, and become a Financial Services industry specialist to understand client specific needs
- Anticipate and address client concerns and escalate issues as they arise
- Ensure professional development through ongoing education
- Willingness to travel 25% of the year, depending on your clients
- BS/BA Degree in Accounting or equivalent degree
- 1+ years of current or recent experience in a public accounting environment
- Understanding of audit services with knowledge of GAAP, GAAS and FASB regulations
- Previous experience auditing Financial Services organizations
27
Associate, Financial Restructuring Resume Examples & Samples
- A Bachelor’s degree from an accredited university (an MA or MBA degree is highly advantageous)
- Fluency in Dutch is essential (other European languages are highly desirable
- Objective, fact-based approach to problem solving
- Driven by values and integrity, straight talker, builds confidence and leads by example
- Ability to thrive in a fast-paced, challenging, and uncertain environment with a high tolerance for ambiguity
- Demonstrable ability to balance a high level view with detail
- Can quickly establish credibility at both board and working capital level
- A natural ability to prioritise – especially in highly pressurised situations
28
Associate, Financial Institutions Ratings Resume Examples & Samples
- Provide analytical oversight on a portfolio of credits under the guidance of a lead analyst
- Analyze original, non-routine complex business problems on a timely, orderly and insightful manner
- Develop and maintain an understanding of industry trends and issues
- Take responsibility for completing tasks on time and deliver high quality results with little supervision
- Act as backup analyst as required by team leader, attending meetings in support of colleagues, providing cover for colleagues who are temporarily unavailable due to holidays or business travel
- Actively participate in rating committees
- Attend meetings and interact with senior management of corporations to obtain information upon which to base credit rating decisions
- Present findings and opinions to a credit rating committee
- Prepare a variety of material suitable for publication on Standard & Poor's credit portal and other media sufficient to disseminate and explain our ratings on a timely basis
- Participate in seminars and investor outreach opportunities as required
- Share specific analytical expertise, any useful know how, and ideas to improve group operations
- Be an analytical role model for junior analysts
- Maintain integrity of analytical or compliance related databases as appropriate
- Work effectively as part of a team to develop trust, respect and communication
- Maintain high ethical standards
- At least 3-5 years of experience within a large commercial bank, investment bank, investing institution or an audit company working in the field of credit analysis, ideally of financial institutions
- Have strong analytical skills with a deep understanding of financial statements and accounting concepts
- Be accurate with figures and detail orientated so as to maintain accuracy while complying with deadlines
- The ability and the desire to learn to conduct his/her own analysis and research
- The ability to work in a collaborative work environment
- An MBA focused on Finance, Economics, Accounting, Engineering, or Mathematics is preferred. CFA accreditation a plus
- Be willing to travel, sometimes with short notice
- Be computer literate having strong Excel/Word/PowerPoint and database application skills. Ability to prepare forecasts based upon reasoned assumptions will be required
- Possess solid communication skills, verbal and written, as well as the capacity to learn and to make a contribution
- Successful candidates must have permission to work in the U.S
29
Associate, Financial Operations Resume Examples & Samples
- Business degree, in Accounting, Finance or a business degree related to Information Technology (Mgmt Information Systems)
- The ability to understand accounting business processes related to a software application
- The ability to learn an accounting software application as used by the accounting department
- The ability to work with various subject matter specialists (both accounting business processes and application related issues) with in a General Ledger software application
- The ability to learn how to identify and develop the improvement of current business process and utilize additional functionality with in an accounting software application to achieve these goals
- This position requires a good understanding of accounting ( international accounting knowledge would be a benefit)
- The ability to co-ordinate a small project (both technical and functional PeopleSoft resources) for issue resolution and process improvement (through planning, design and delivery stages)
- Working/guiding other functional and technical resources while implementing customizations or functional changes with in the General Ledger application
- Strong documentation skills pertaining to business processes and design documents
30
Associate, Financial Services Ratings Resume Examples & Samples
- Analyzing pertinent information and data necessary for determining ratings on banks and their debt issues
- Making recommendations and presenting to rating committees
- Drafting press releases, company-specific reports, and industry commentaries in a fast-paced environment with publication deadlines
- Effectively communicating to clients Standard & Poor's methodology and procedures
- Continuous monitoring of operating performance of rated companies, including reviews of public filings and private information supplied by issuers, and participation in client meetings
- Meeting with issuers and investors on analytical matters and assisting in resolving clients' analytical needs
- Contributing to Standard & Poor's global and regional analytical sectoral forums, and authoring related commentaries
- Bachelor's degree. Advanced degree, CFA charter holder or CPA is a plus
- Minimum five years of relevant experience in an analytical or research position
- A good understanding of financial markets, business environments and relevant regulations – in particular, on the banking or non-bank financial sector (finance companies, leasing companies, trust companies and other NBFI) in China
- Ability to communicate, read and write in Putonghua fluently
- Strong financial statement analysis skills and accounting knowledge
- A demonstrated ability to give effective verbal presentations to senior executives
- A highly motivated team player who can work autonomously in a global, multi-cultural and fast pace environment
- Ability to undertake rigorous analytical work and be proficient at writing analytical reports in English
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Associate Financial Business Partner Resume Examples & Samples
- Support processing month-end financial data. Participates accounting close the first 5 days a month and may require travel to Portland during this time, which may consist of inventory management, regional consolidation of results, account analysis and forecast vs. actual variance analysis. Provide day to day accounting and finance support as required
- Support due diligence for North American based acquisitions, developing valuation models, providing balance sheet detailed review, income statement flux analysis, review of internal control and potential public company fit, GAAP review of accounting practices and accounting and finance integration plan. May on occasion support acquisition efforts outside of the West-North Region
- Responsible for annual planning, five year plans and monthly forecast in the Schnitzer Steel Operations of Metals Recycling Business. Coordinates forecast approval process at a regional level and communicates information appropriately. Also assists in the support of the financial planning process (i.e. modeling, budgeting and forecasting) and with interacting proactively with general managers to build and analyze budgets that incorporate business plan objectives into basic ongoing programs. May include support for union negotiations, Board of Director presentations, and capital project analysis and follow up etc
- Develop capital commitment (AFE) for the Schnitzer Steel operations, ensure that adequate payback is expected in a reasonable amount of time, provide ROI analysis, usher AFEs through the approval process, provide/coordinate monthly progress reports on expenses and other deliverables/expectations set out in the AFE, and complete the monthly fixed asset reconciliation
- Also assists in the support of the financial planning process (i.e. modeling, budgeting and forecasting) and with interacting proactively with general managers to build and analyze budgets that incorporate business plan objectives into basic ongoing programs. May include support for union negotiations, Board of Director presentations, and capital project analysis and follow up etc
- Coordinate monthly physical inventory counts, maintain the inventory roll forward data, communicate monthly results and support operations in their efforts to improve inventory management. Coordinate monthly reviews of purchasing system cycle counts and support management in maintaining a level of accuracy
- Ensure that the AICP bonus model for the Schnitzer Steel operation is accurate, updated monthly and the results are communicated to management. Also may be asked to coordinate the AICP review process on an annual basis
- Provide analysis such as “make vs. buy” or “lease vs. buy” to the purchasing manager and maintenance manager in their efforts to select cost effective manners to procure parts and machinery. Review leases and contracts in an effort to provide lowest cost terms and conditions.Provide proactive/unsolicited consultation, interpretation and education on financial matters
- Support the development of metric to help improve productivity. Collaborate with general managers to quantify growth opportunities. Perform analyses, as requested, to support various business decisions. Collect data and work on complex phases of financial studies
- Foster an internal control environment for the Steel Pacific Operation, including
- Ongoing involvement in the design, assessment, implementation, communication and monitoring of the organization’s internal controls in accordance with regulations and laws
- Maintain policies and procedures to ensure efficient operations, maintaining adequate internal controls
- Continue to update Steel Pacific operations management on appropriate controls
- Streamline the control environment to better support operations management and maintain a well controlled environment. Continue to enhance the use of systems to reduce manual controls and reliance on operational management
- Maintain current knowledge of internal control changes and be involved with refinement of the internal control process as necessary
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Senior Associate, Financial Services Resume Examples & Samples
- Manage various data project tasks including current state information gathering, analysis and documentation
- Develop and document business requirements through client interviews, re-engineer business processes based on future state, facilitate the evaluation, selection, and implementation of data systems
- Recommend technology direction and implementation decisions based on experience, data, and banking industry best practices
- Manage teams implementing business process or technology changes for financial services clients
- Engage in project management activities such as project planning, fees/expense management, resource planning, status reporting, and risk and issue tracking
- Engage in business development activities by performing market research, creating company profiles, analyzing industry trends, and assisting with project proposals
- Five years of experience in a consulting role, preferably with a national or global management consulting firm, with two years of experience with banking institutions
- Experience as a developer on a data warehouse implementation team; experience in a lead role preferred
- Demonstrated experience in project management of medium- to large-scale data implementations, related process reengineering and workflow design, requirements definition, or other implementation work, travel may be up to 80-100%
- Ability to manage implementation efforts related to resource requirements, project workflow, budgets, billing and collections
- Experience in the management of business and technology change (governance) and change management process design
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Senior Associate, Financial Management Resume Examples & Samples
- Utilize technical and healthcare provider industry knowledge to identify complex client issues, broaden client relationships, and develop a reputation as a thought leader
- Lead the assessment of revenue cycle functions of healthcare providers, including preregistration, insurance verification, point-of-service cash collections, financial counseling, registration, coding, medical records, billing, account follow-up and collections, customer service, and cash posting
- Assist with the implementation of approved technology and business process improvements within the above functions
- Participate in business development by identifying new opportunities and assisting with proposal development
- Provide guidance to clients with C-level client interactions
- Relevant healthcare work experience with two years of experience in public accounting or comparable advisory services firm providing high quality client services
- Bachelor’s degree in Accounting, Business, or the equivalent from an accredited college/university; MBA from an accredited college/university, CPA, or other advanced healthcare professional credential preferred
- Experience in assessing healthcare provider revenue cycle operations and leading the implementation of the identified technology and business process improvements
- Knowledge of healthcare revenue cycle software package capabilities and functionality and strong healthcare provider industry knowledge and experience
- Demonstrated track record of team leadership and client relationship management
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Associate Financial Credit Analyst Resume Examples & Samples
- Up to 2 years work experience in: Accounting, Finance, Credit, Banking or related fields
- Credit and financial analysis experience to include reading and interpreting customer financial statements
- Experience with JD Edwards 9.0 or SAP operating system
- Experience with eCredit software or other credit software systems
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Associate, Financial Services IT Operations Resume Examples & Samples
- Advise clients on revenue enhancements or operational efficiencies/scalability through the design and implementation of customized operating models
- Assist KPMG teams through daily execution of activities, deliverables, project plans, and client presentations
- Help mentor employees to grow and develop the practice
- A minimum of two years experience in technology project management, business process, process delivery and/or information systems within an advisory firm
- Bachelor’s degree in Information Technology, Accounting, Business, Computer Science, or a related field from an accredited college/university
- Exposure to emerging technologies
- Strong background working in as a business or technical analyst with firm understanding of front to back trade flows, leading vendor systems, and industry standard post trade software packages
- Experience in leading a projects work stream within capital markets
- Ability to formulate and express ideas clearly and effectively in verbal and written presentations, travel may be up to 80-100%
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Senior Associate, Financial Management Resume Examples & Samples
- Support client partners/ engagement managers in the effective financial management of their external client engagements by ensuring that they have accurate, timely and relevant engagement financial information
- Work with client service partners and executives on client and engagement establishment, engagement economics, reporting and billing and collecting
- Responsible to advise the engagement partners/ managers to ensure that issues are appropriately resolved with best practice and client and engagement policies are followed
- Weekly engagement reporting to the relevant stakeholders by department and branch (Assurance and Advisory). This includes billing & collection management, monitoring of aging and WIP status and other Finance related projects
- Manage Ad Hoc reports to both Stakeholders and Finance Leader
- Work with Shared Services from time to time
- Handle enquiries from stakeholders/ employees
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Associate Financial Market Advisory Data Analysis & Engineering Resume Examples & Samples
- Lead execution of data onboarding, analysis, and data study supporting model and analytical development components of FMA projects across the globe, including
- 5-7 years of professional experience in analysis of large data sets and/or implementation of related databases and downstream calculators and aggregators and in managing teams of professionals conducting similar analysis
- Demonstrable experience with managing/implementing analytical production processes
- Strong working knowledge of a range of data management and visualization tools (SQL; noSQL; ggplot;),
- Working knowledge of SAS and R is must
- Background in financial services ideal
- Strong attention to detail; action-oriented attitude
- Solid verbal and written communication skills, including the ability to synthesize complex methodologies and analytical content into clear messages for a range of client and internal audiences
- Excellent problem solving abilities, intellectual curiosity and experience understanding complex issues
- Team player with collaborative and strong interpersonal skills; mentors and coaches resources along the way; leads by example
- Superior organizational skills, self-starter and ability to perform under pressure and tight deadlines in a fast-paced, high-intensity environment
- B.A. /B.S./B.E. in a relevant technical discipline: Computer Science; Math; Statistics; Engineering; Physics. Graduate degree desirable
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Senior Associate, Financial Services Resume Examples & Samples
- Manage the execution of various project tasks, including gathering data/requirements, analyzing data, documenting processes, designing solutions, and creating executive presentations
- Experience with banking data structures and data challenges, developing and maintaining metadata, and acting as a technical lead in a reporting/analytics tool implementation
- Experience in core banking, lending, and business management processes, as well as systems implementations, process reengineering, and requirements definition preferred
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Associate Financial & Operations Management Resume Examples & Samples
- Under the mentorship of assigned hospital and department leadership, participates in strategic, operational and administrative development to support goal attainment
- Partners with management to define project scope, goals, objectives, and timeline. Assists with project design and implementation
- Collaborates with management to develop tools and metrics to evaluate performance of target initiatives
- Provides data management support. Collects data for review and analysis. Prepares comparative analysis reports including trending and improvement recommendations for review by senior leadership
- Produces comprehensive executive summaries and reports. Presents data in effective, clear formats tailored to the needs of specific audiences including managers and staff
- Coordinates, evaluates and implements programs that support operational goals. Works with management, analyzes processes and assists in developing recommendations and solutions through best practices
- Assists in business strategy development. Aides in the execution of strategies approved by Senior Management; as required provides strategic insight and decision support
- Researches and benchmarks best practice models to improve financial and operational efficiencies. Analyzes complex processes and assists in developing recommendations and solutions through best practices
- Prepares analytical assessments and provides recommendations
- Bachelor’s Degree in Healthcare Administration, Business, Finance or related field, required
- Minimum one (1) year related work experience or internship experience, required. Experience in healthcare industry, preferred
- Strong analytical, problem solving, organization and customer service skills, required
- Excellent verbal, written and presentation skills, required
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Associate Financial Market Advisory Modeling & Analytics Resume Examples & Samples
- Work with the team in Gurgaon and New York in the valuation and risk management of portfolios of
- Structured Finance securities
- Coordinate with the team in India and other Blackrock offices in analyzing risk analytics data and suggesting modelling changes/improvements
- Prior Experience of 3-6 years in the Financial Services Industry
- Experience with scripting, data management, and / or visualization tools / programming languages, e.g. R, Python, SAS, VBA, and SQL, with fluency in any one
- Ability to interpret performance metrics on broad Asset-Classes (Private Equity, Asset Backed Securities,
- Corp-bonds, Sovereigns, ABS, etc.) and produce specific Market commentary
- A bachelor’s degree in quantitative area such as Physical Sciences, Engineering, Economics or Mathematics from a reputed institute
- Advanced Excel skills, experience with VBA and SQL is preferable
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Associate, Financial Services, Frankfurt Resume Examples & Samples
- Analytical excellence: Assume individual financial institution client responsibilities as agreed with the analytical manager. Support global criteria revision projects. Become a capital adequacy specialist within the EMEA FI practice
- Surveillance: Arrange review meetings for all financial institutions assigned in line with financial institutions surveillance standards. Arrange and conduct ad-hoc meetings where needed due to events for all financial institutions assigned. Contribute to portfolio reviews for sector(s). Review of debt programs and assign issue ratings
- Committee: Review the assigned portfolio of financial institutions in a timely manner in line with surveillance standards. Perform ad hoc assignments supporting other analysts or practices within S&P Global
- Publications: Update and publish full rating reports and rating rationale summaries for assigned financial institutions as mandated by internal procedures. Update bank industry system reports and Industry Report Cards in line with publishing schedule. Author or co-author high quality research pieces
- Customer Service: Provide clients within portfolio responsibilities with professional services and attend in person or via conference call results presentations for assigned credits. Where the company is part of a group, coordinate with other group financial services analysts to establish a timetable for reviews. Summarise findings and conclusions (including rating implications) at management meetings and discuss with management
- Organisational Efficiency: Conduct time-efficient surveillance of credits and sectors
- Criteria coordination: Assume responsibility to coordinate criteria testing within the business and provide training across Europe
- Regulatory Capital / Risk Adjusted Capital Framework: become key contact for the EMEA FI practice for application of the RAC framework and coordinate training efforts to achieve highest quality in- and out-put
- Have proven track record in credit analysis of banks and non-banks
- Be educated to degree level in a relevant business related field and possibly MBA, CFA or advanced degree
- Have a strong interest in financial services markets and trends
- Demonstrate a strong analytical mind-set with proven ability to carry out analysis in a cross-disciplinary context
- Have the capacity to see the whole picture and foresee long term trends
- Demonstrate a deep knowledge of credit and financial analysis and accounting principles, with a strong ability to build up consistent financial projections under different scenarios
- Have ambition, initiative, innovation, and a passion for quality and accuracy
- Be able to adopt the company’s high quality and compliance standards culture in the context of a regulated activity such as ratings
- Specific knowledge about the definitions of regulatory capital and risk weights is a key benefit
- Familiarity with performing back-testing exercises and impact studies is considered an advantage
- In addition to strong analytical and financial modelling skills, very strong communication skills are a must in order to find acceptance both internally and externally
- You will be an excellent team player and communicator with the capacity to learn & make significant contribution
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Associate Financial Market Advisory Markets Resume Examples & Samples
- Must be able to write and understand complex financial algorithms for implementing methods, tools and applications
- Strong quantitative and data interpretation/manipulation skills
- MBA/FRM/CFA or progress toward a plus
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Analyst / Associate, Financial Accountant Resume Examples & Samples
- Month end processing and reporting
- Prepare month end schedules for accounts reconciliation & substantiation
- Computation, monitoring of capital ratios and daily client segregation
- Assist in department’s ad-hoc projects analyses
- Assist in preparation of tax schedules
- Approx 2-4 years relevant experience as a Financial Accountant in the securities brokerage industry or from top public accounting firms
- Self-motivated, hardworking team player, capable of working under pressure and multi-tasking
- Proficient in Word and Excel. Knowledge of Excel macros will be an added advantage
- University Degree in Accounting, Finance or related disciplines
- Holding CPA, ACCA or equivalent qualifications will be an asset
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Associate, Financial Data Solutions Resume Examples & Samples
- Work with the FDS team to deliver financial and regulatory data driven projects and deliverables
- Motivate and drive tactical team of analysts to execute project deliverables
- Assist with definition of data requirements, including documentation
- Support data sourcing for Finance and Regulatory Initiatives
- Support writing Business Requirements Documents (BRD)
- Assist with developing Data Requirements Documents (DRD) by determining what data is required to fulfill the business requirements and objectives of the finance or regulatory project
- Perform complex data analysis on compliance and transactional system databases
- Query data, perform trend analysis using customized analytical techniques, and analyze results alongside subject matter experts and team members
- Support a BI/data analytics platform within the compliance environment and work with key stakeholders to improve BI function and reduce risk to the Bank through ongoing intelligence identified from compliance data
- 3-7 years of overall professional experience
- Working knowledge of banking product(s), with primary experience in operations, accounting, regulatory reporting and/or data analysis experience required
- Specialization in Bank Accounting required
- Excellent communication skills and problem solving a must
- Experience or expertise with data analysis and BI reporting
- Knowledge on mathematical modeling or statistical analysis is a plus
- Ability to speak and write complex information and results clearly and concisely
- Should have strong collaborative, analytical, written and verbal communication (specifically technical writing) skills
- Well versed with MS Office suite of products
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Senior Associate, Financial Applications Resume Examples & Samples
- Leading the Anaplan portion of the close process ensuring delivery of accurate financials for management review
- Providing troubleshooting and financial planning system expertise to the business
- Managing or providing leading support in various Anaplan projects including optimization, upgrades, and restatements
- Serving as Lead on input schedule development, updating, and testing
- Supporting training and knowledge sharing with the business
- Supporting the annual budget process, monthly forecasts, and other reports of financial results
- Providing insights in promoting optimization of the planning process and tools
- Maintaining and building Business Planning and Consolidation/Anaplan allocation logic to support business needs
- Maintaining the Business Planning and Consolidation/Anaplan mapping tables to Consolidations
- Overseeing Anaplan security and supports user-audit requirements
- Bachelor’s degree in Finance, Accounting or a related field
- Significant experience
- Proficient with Microsoft Office Excel and experience with other Microsoft Office programs
- Knowledge and understanding of Business Planning and Consolidation or Anaplan
- Deep analytical and problem solving skills
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Associate Financial Quality Analyst Resume Examples & Samples
- You'll work with Business Analysts, Project Managers and clients to identify any client issues, improvements and test data requirements
- Work with the development team in resolving issues found during testing of software
- You will train new QA hires on our software applications and monitoring their testing efforts
- Stay informed of/follows all relevant Broadridge policies to ensure the security and privacy of data
- You will update Test Plans to ensure Broadridge's Revenue and Expense Management (formerly Bonaire) software applications meet the latest business requirements
- Perform Manual Functional & Regression on the latest revisions ensuring the software meets the clients expectations
- You'll perform testing on Oracle and SQL Server database queries
- Perform defect tracking and reporting
- You will work with operating systems like Windows, Linux and Solaris
- Reading specifications/issues to identify client requirements
- Writing test cases that will be used for testing
- Performing testing on multiple projects
- Logging issues in Bug tracker
- Communicating with Development team on these issues
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Senior Associate Financial Investigations & Dispute Resume Examples & Samples
- Bachelor's degree in Accounting, Finance, or Economics
- Minimum of 2 years of experience in providing litigation, investigation, and forensic accounting services
- Working towards, or completion of, CFE, CPA, or CFF certifications
- Flexibility to travel to clients and other firm offices
- Ability to work long hours and have flexibility to meet client deadlines
- Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues
- Master's degree in Accounting, Finance, or Economics
- CFE, CPA, or CFF certifications
- Two plus years of experience with a "Big 4" or national consulting firm providing litigation, investigation, and forensic accounting services
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Associate, Financial Resume Examples & Samples
- Adaptability (Proficiency)
- Communication (Proficiency)
- Follow Up (Proficiency)
- Quality Orientation (Proficiency)
- Applied Learning (Proficiency)
- Contributing to Team Success (Proficiency)
- Managing Work (Proficiency)
- Business / Economics graduate
- Good knowledge of SAP / EXCEL would be a plus
- Fluency in English and medium level of German
- Strong computer skills including Web navigation and Microsoft Office
- Able to work with tight dead-lines and able to handle the volumes in the agreed turnaround time
- Able to expresses thoughts clearly, adapts to different communication styles
- Strong organizational and documentation skills
- Team player with strong interpersonal skills
- Desire of continuous improvement
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Associate Financial Modeling Group Resume Examples & Samples
- Using various technologies to implement models/algorithms for various asset classes/portfolios in the Aladdin Analytical System
- Provide technology and analytical supports to internal and external clients
- A bachelor’s or master’s degree in Engineering or Computers Science from top tier institute Exposure to financial industry is desirable but not necessary
- C/C++/Java programming skills are required with around 3 – 5 years of experience
- Hands on experience on using gcc and gdb in UNIX environment
- Exposure to version control system CVS, SVN, GIT
- Exposure to scripting technologies like PERL/Python and to SQL is desirable
- Exposure to No-SQL database and Hadoop ecosystem is a plus
- Strong quantitative skills with good knowledge of mathematics is desirable but not necessary
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Associate Financial Risk-risk Advisory Resume Examples & Samples
- Helps identify changes needed in the client’s accounting and reporting infrastructures by researching shifting regulations and new accounting standards
- Enables accurate assessments and targeted transformations of client’s accounting and reporting capabilities by researching industry leading frameworks, standards, and benchmarking data
- Improves efficacy of accounting and financial reporting risk assessments by keeping in mind the client’s business and regulatory environment when collecting, organizing, and analyzing data
- Supports evaluation of clients internal controls over accounting and reporting risk by applying appropriate standards (e.g. GAAP)
- Clearly documents, validates and articulates risk and controls assessment findings that meet quality standards, and communicates them to project management in a timely manner
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CRE Associate Financial / Cost Analyst Resume Examples & Samples
- Assists in preparation of cost data for proposals and contract negotiations and preparations. (30%)
- Performs routine data collection activities using established format for monitoring project budgets and progress. (20%)
- Reviews or performs cost coding activities according to well established procedures. (10%)
- Under direct supervision, assists in analyzing work progress by calculating/ preparing various comparison reports, charts, and tables. (10%)
- Assists in monitoring progress of work per cost account to assure adherence with budget and commitment. (5%)
- Assists in updating tracking and reporting databases with project specific and overall design and construction program cost accounting information. (10%)
- May assist in initial updates to the trending of scope and cost changes and a variety of project analyses. (5%)
- Review invoices from vendors, contractors and professional services providers for completeness and accuracy. (5%)
- Administer approval process for budgets and payments. (5%)
- Under general supervision, follows up with appropriate persons including both internal and external business partners for required documentation for project costs capitalization
- Works on assignments of limited and clearly defined scope
- Follows standard practices and procedures
- Requires minimal planning and scheduling for activities that are already defined
- Contributions are usually limited to task-related activities
- Typical errors would normally result in only minor delays, inefficiencies and/or expenses
- Generally involves following established procedures, instructions, and/or manuals
- Requires occasional judgment to select from apparent alternatives
- Requires minimal decision-making
- Minimum one (1) year in a financial analysis and/or accounting role in architectural, design, contracting, project management or
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Associate, Financial Institutions Ratings Resume Examples & Samples
- Analyze a portfolio of 14 – 16 credits, largely focused on the securities broker and financial market infrastructure sectors
- Prepare for and lead meetings with senior management teams to extract and assess information important to our ratings and to explain our credit rating opinions
- Demonstrate the ability to understand and identify key factors that affect an issuer's credit rating
- At least 3-5 years of experience working in the field of credit analysis, ideally of financial institutions
- Have strong Excel/Word/PowerPoint and database application skills
- Ability to prepare forecasts based upon reasoned assumptions
- Possess solid communication skills, verbal and written
- A background/education in applied mathematics, statistics or econometrics
- An MBA focused on Finance, Economics, Accounting, Engineering, or Mathematics is preferred
- CFA accreditation a plus
