CFO Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the cfo 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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A Hermann

Athena

Hermann

919 Mabelle Underpass

Houston

+1 (555) 600 7636

919 Mabelle Underpass

Houston

Phone

p +1 (555) 600 7636

Experience Experience

Los Angeles, CA

CFO

Los Angeles, CA

Rempel, Rosenbaum and Monahan

Los Angeles, CA

CFO

Directs, oversees and participates in the development of the Department’s work plan including fiscal, accounting, reporting, and cash management
Manage, oversee and develop internal finance functions, including FP&A, Accounting, and Corporate Development
Interact with other managers to provide consultative support to planning initiatives
Represents the association to outside groups and organizations; participates in professional groups and committees; provides technical assistance as necessary
Directly manage and develop finance staff
Provides leadership in the development for the continuous evaluation of short and long-term strategic financial objectives
Provide executive management with advice on the financial implications of business activities

Boston, MA

Division CFO

Boston, MA

Abshire-Gulgowski

Boston, MA

Division CFO

Working Capital Management
Ensures that each facility assigned has a qualified Facility CFO that has been properly trained. Participates in recruiting of Facility CFO’s. Provides Facility CFO with ongoing feedback of performance including any necessary PIPs or corrective actions
Reviews managed care contracting and other business development activities to ensure net revenue maximization
Ensures Facility CFO prepares annual capital budgets timely and that Capital Equipment Requests are completed accurately and incompliance with Acadia policies. Ensures that Facility CFO records assets and related depreciation accurately and in compliance with Acadia policies
Participates in the Monthly Operating Reviews with Acadia Senior Management and provides explanations and insight for each facility assigned
The CFO has the ultimate responsibility for providing timely and accurate financial information to the Division President, Region, and Corporate and is responsible for assuring that Corporate policies and procedures, as defined in the Corporate Operations Manual, are carried out
The CFO is responsible for ensuring that efficient policies and procedures and the proper internal controls are in place and for ensuring the accuracy of the division’s financial reporting processes

present

Los Angeles, CA

Executive Assistant to CFO

Los Angeles, CA

Wuckert, DuBuque and Pouros

present

Los Angeles, CA

Executive Assistant to CFO

present

Providing back-up for other Administrative Assistants, including CEO’s Executive Assistant
Processing paperwork to move/transition/onboard employees, including phone, cubicle/office space, network access, etc
Establishes, develops, maintains and update's filing system for the CEO and CFO and the department
Creates and develops visual presentations for meetings, publications, leadership news
Working closely with the CFO and other members of Senior Management under time-sensitive deadlines
Extensive scheduling, expense reporting and work flow management
Establish and maintain effective and cooperative professional business relationships with all levels of management, employees and outside clients

Education Education

Bachelor’s Degree in Accounting

Washington State University

Bachelor’s Degree in Accounting

Skills Skills

CPA License
15+ years Controller/CFO responsibilities in the high-end restaurant/Hospitality business
Proficiency with Variance Analysis, Month-end Close, Management Reporting, General Ledger, GAAP, Financial Statement Preparation and Reporting, Corporate Accounting, Consolidations
A strong foundation in financial accounting
Knowledge of FP&A
Fluent in Japanese, business level English
Broad financial accounting and project accounting experience. Demonstrated ability to develop and implement control systems necessary in a changing business environment. Cash management and banking relations experience. The ability to translate complex financial concepts to individuals at all levels within the organization. Solid experience with completing audit activities and managing financial reporting, budget development and related analysis
15+ years of public/private, hands-on related accounting experience in a small team environment
5+ years in public-mid size company as an advisor
Responsible for all accounting, financial reporting, analysis, capital management

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VP Global Wealth Management Deposits CFO Team Resume Examples & Samples

Work within and across LOBs to
Manage the deposits outlook and plan processes
Support the deposits business by providing analytical reporting that supports business development and key business initiatives
Engage with the Treasury teams, within LOB and Corporate, on various deposit portfolio investment decisions and liquidity reporting requirements
Coordinate and engage cross functional teams to understand and apply requirements correctly for liquidity reporting as requirements change / refine – Basel, Stress and 4G
Lead the LOBs efforts on LRI (Liquidity Risk Infrastructure) to ensure reporting out of LRI is accurate and the platform is leveraged appropriately for liquidity and other reporting
Key member of the AM ALCO
Partner from a deposits perspective in CCAR modeling and lead the submission of results
Partner with the Credit CFO team to support / enhance efficiency initiatives
Ability to take ownership and work independently as well as on a team
Strong analytical and financial skills, with ability to synthesize and interpret data – detail oriented but able to see the big picture
Interact and communicate clearly and confidently with all levels of management, including the most senior level of Global Wealth Management
Minimum 5 years work experience, primarily in financial services
Experience working in banking product
Bachelors degree required (business or economics-related major preferred, or equivalent work experience in finance and/or a financial services firm)

AM Korea CFO Resume Examples & Samples

Legal Entity Control – Local and US regulatory reporting and accounting supervision and advisory services and tax reporting. Advisory to local business managers on relevant local regulations, ratios and permissible activities within the location. Oversee day to day Finance operation like expense processing and execute month end closing process
Management Information Services – providing timely, accurate control reporting on revenues, expenses, and other control indicators to management on a regular basis, coordinating with overseas offices and preparing budgets
Business Control – Dedicated resources to support the various asset management businesses in terms of profitability reporting, and facilitating new products and business opportunities and decisions. Projects – Financial System implementation and enhancement as well as ad hoc projects
Local regulatory reporting team Leader in covering local regulatory reporting requirements
More than seven years experiences in Finance area of Asset Management or related Industry/ Financial Institution including Asset Management audit experience (above Senior Manager level) in big 4 accounting firms (CPA holder)
Expertise in local regulatory reporting/regulation related
Strong Leadership & Interpersonal skills
Strong Korean & English communication skills
Asset Management Products/Accounting/Local Regulation Knowledge
Strong PC skill in Excel

VP Global Wealth Management Credit & Banking CFO Team Resume Examples & Samples

Manage the quarterly attestation of various SEC and regulatory reports on behalf of GWM Credit
Coordinate and engage cross-functional teams to understand and apply requirements correctly for regulatory reporting
Ensure that GWM reports accurate credit exposures on firm-wide regulatory reports
Assist in the development and implementation of the Comprehensive Capital Analysis and Review (CCAR) submission, Liquidity Risk Infrastructure (LRI) and the Liquidity Coverage Ratio (LCR) reporting and monitoring framework
Analyze and explain changes in the credit portfolio that impact reported results
Develop and put into practice a standard and well understood process for ensuring accurate and timely reporting
Partner with other team members to improve key processes and quality control
Perform ad-hoc analysis of other tactical and strategic issues
Provide support with current team deliverables including deposit, lending and credit cost forecasting
Strong analytical and financial skills, with ability to synthesize and interpret data
Ability to communicate and summarize key findings to management in a logical way
Well organized and detail oriented; the quantity of information and requests require someone who has a proven ability to stay organized and structured in a fast-moving environment
Sense of urgency; this person recognizes the importance of not only completing a task, but with the understanding that many of the tasks/requests are time sensitive
Ability to prioritize; given that many of the tasks are time sensitive, ability to prioritize and multi-task is critical
Ability to maintain communication and partnership with many key stakeholders that extend far beyond the Credit Finance team
Minimum 5 years of experience, primarily in financial services
Experience working in credit
Bachelors degree required (business or economics-related major preferred, or equivalent work experience in accounting/finance and/or a financial services firm)
CPA a plus

CFO Resume Examples & Samples

Playing a leadership role in developing strategic and financial plans, including Long Range Planning, annual budgets, and quarterly updates
Driving business operating mechanisms to monitor and improve key financial metrics such as sales, discretionary costs, and cash
Supporting business growth opportunities in areas such as acquisitions, partnerships, and direct-to-video productions
Leading and driving controllership efforts throughout finance and operating functions. Maintaining compliance with statutory and tax requirements and ensuring verification of SOX 404 processes/controls
Leading monthly and quarterly close processes, ensuring accurate reporting of financial metrics and results
Fostering relationships with peers in operating functions to influence and optimize business results
Providing overall leadership, vision setting, and coaching for members of the finance team, fostering an inclusive team environment
BA/BS 4-year degree in business, accounting or finance (CPA and/or MBA preferred)
15+ years of finance experience (international experience a plus), preferably in the film industry or in retail supply chain businesses with International
Ability to set vision for finance organization and manage multiple priorities
Strong interpersonal and team building skills, ability to work with a diverse team and influence both peers and subordinates
Experience managing a team of professionals in an international environment, proven leadership capabilities
Demonstrated analytical strength and process mindset, ability to identify and resolve key issues quickly
Strong understanding of and commitment to controllership principles; process and system awareness, including the ability to identify and mitigate control weaknesses
Excellent communication skills and a pro-active approach to building working relationships
Good understanding of supply chain and finance IT platforms, prefer experience with enterprise-wide system implementations
Commitment and a willingness to work long hours where required
Ability to work in a fast, dynamic environment, and prioritize competing priorities

CFO, Asset Management Americas Resume Examples & Samples

Develop, implement and oversee a cost-appropriate, “best in class” finance strategy for the Asset Management business across Americas, in alignment with Group’s strategy
Enhance overall financial control
Assist in delivering against key metrics (CER, ROE etc)
All statutory and regulatory reporting delivered accurately and on time
Continue the development of industry leading MI to aid decision making – commercial, forward looking analyses with external comparisons
Coordinate local finance structures towards a standard cohesive and effective structure, following global guidelines and leveraging best practice
Develop and implement strategies that appropriately oversee and drive P&L and Balance Sheet Management decisions
Lead pricing and business profitability analysis, to include the support for new product launches
Critically evaluate the performance of the business initiatives, developing proposals and scenarios to support the decision process
Develop robust competitor analysis
Responsible for all AMG Americas’ financial reporting – financial, regulatory, management information, product profitability, ROP etc
Analyse and develop internal management reporting, and ad hoc papers for AMG Americas, supporting the business management
Play a strategic role in evaluating success of core strategies and key investments. Preparation of Capital Plans and oversight of regulatory allocated capital
Ensure proactive cost base management
Develop tools and reports that identify key business drivers and associated KPIs that guide management decisions. Continually seek better ways to convert financial/non-financial data into intelligence that may lead to business performance improvement
Ensure financial controls are in place and governance is maintained
Ensure there is appropriate review and oversight of all management and statutory legal entity accounts and that the financial control teams are held accountable
Effective planning and organisation to ensure possible problems are anticipated and resolved to ensure deadlines and standards are adhered to
The CFO AMG Americas is key part of AMG management team. The role should provide financial oversight to all countries in North and Latin America
Integral part of a team providing performance and financial management, control and support to senior management
Previous experience of analyzing and interpreting results
Technical accounting knowledge, which can be used to interpretate and apply policies to new situations / products
A high level of accounting and analytical skills will be required at this level
Experience of financial control processes and procedures
Knowledge of asset management products and related regulatory, legislative and competitor environment
HSBC accounting systems and infrastructure
Qualified accountant with experience in a variety of FP&A and financial control roles
Excellent communication and interpersonal skills with ability to communicate well with all levels of staff, including senior and/or executive management, to include strong business writing skills
Proven ability to meet tight reporting deadlines
Ability to prioritise and solve complex problems
Strong understanding of business issues and the drivers of business performance
Self-confidence and credibility in representing the department
Self-motivated and capable of working effectively as part of a team
Strong problem-solving and analytical skills with a commercial bias
Supervisory skills and sensitivity to other staff, works well in teams
Proven influencing skills
Good understanding of the regulatory and legislative framework

VP-cfo Discovery Resume Examples & Samples

Lead the networks financial planning and analysis function, and support the network team on content marketing and other resource allocation decisions
Partner with network team and production management to accurately forecast and control content cash flows
Routinely evaluate content investment performance and programming strategies
Work with network and ad sales teams to maximize ad revenue opportunities
Lead expense management across the network
Support divisional finance teams in design and implementation of effective decision support processes and tools
Manage network finance staff

CFO Resume Examples & Samples

CPA License
15+ years Controller/CFO responsibilities in the high-end restaurant/Hospitality business
Proficiency with Variance Analysis, Month-end Close, Management Reporting, General Ledger, GAAP, Financial Statement Preparation and Reporting, Corporate Accounting, Consolidations

CFO Resume Examples & Samples

Prior experience as a financial executive
8+ years of experience across a broad range of functional finance areas including finance, accounting and controls, financial planning and analysis, budgeting, investor relations, treasury, and tax
Experience working with management information systems and information technology issues
Direct experience and knowledge of SEC reporting requirements and corporate governance best practices
An advanced degree, such as an MBA, and a CPA preferred
Construction experience required

CFO, Americas Region Resume Examples & Samples

Partnering with the Americas Region General Manager and regional management team to ensure that the region meets its financial objectives
Leading the planning, budgeting, and forecasting processes for the region
Evaluating the profitability of product categories, geographic territories, and sales channels, brands and customers
Partnering with the sales organization to reduce selling expenses
Leading the management of regional inventory levels, reviewing demand forecasts and identifying opportunities to improve inventory turnover
Developing annual capital plans. Reviewing capital requests
Providing thorough financial analysis (vs. AOP and prior periods) and accurate forecasts for presentation in Monthly Business Reviews and AOP discussions
Analyzing components of gross profit dilution and developing detailed plans to improve margin performance
Participating in operational and sales meetings to provide effective decision support and translate current operational plans into accurate financial forecasts
Working through the finance directors in Mexico and Brazil to provide effective decision support and operational controls

CFO Resume Examples & Samples

Provides leadership in the development for the continuous evaluation of short and long-term strategic financial objectives
Ensure credibility of Finance group by providing timely and accurate analysis of budgets, financial trends and forecasts
Take hands-on lead position of developing, implementing, and maintaining a comprehensive job cost system
Direct and oversee all aspects of the Finance & Accounting functions of the organization
Evaluates and advises on the impact of long range planning, introduction of new programs/ strategies and regulatory action
Establish and maintain strong relationships with senior executives so as to identify their needs and seek full range of business solutions
Provide executive management with advice on the financial implications of business activities
Manage processes for financial forecasting, budgets and consolidation and reporting to the Company
Provide recommendations to strategically enhance financial performance and business opportunities
Ensure that effective internal controls are in place and applicable government regulatory laws and rules for financial and tax reporting

Ib Coo & Ib Cfo Resume Examples & Samples

Assisting in the development of strategic initiatives in conjunction with the IB COO / IB CFO which have an impact on the Investment Bank as a whole and / or the IB COO & IB CFO Departments
Executing business projects
Providing analytical and “hands-on” processing and administrative power
Serve as key person responsible for the development, implementation, and ongoing management and analysis of overall “book of work” across the IB COO / IB CFO spectrum
Drive and leverage subject-matter-expertise to develop business concepts
Develop strategy documents, Excel models, and organize / articulate complex information in simple and easy to consume format
Coordinate between different initiatives, resolve bottlenecks, and support resource allocation
Proactively evaluate business needs in order to identify, mitigate, and resolve matters for the IB COO / IB CFO
Work closely with IB COO and IB CFO Management Teams to measure and drive business performance along different dimensions
Communicate, implement, track, and ensures progress is made toward achieving projects underway and new projects for IB COO & IB CFO areas
Work in close collaboration with various front-to-back and cross-functional teams including IT, Finance, Legal, Compliance, Risk, and Operations to deliver projects and initiatives
Participate and contribute to working groups and task forces which are designed to enhance the IB COO / IB CFO strategic goals
Field departmental issues and concerns and package them so that the IB COO / IB CFO can efficiently review and made decisions on next steps
Develop Excel models to support initiatives and prepare PowerPoint presentations to senior management including the IB OpCo, ExB, and BoD as necessary
Manage and outline the IB COO / IB CFO expense budgets / policies and approval matrices
Drive human capital strategy including talent acquisition, headcount management, training and development, performance management, and compensation in collaboration with HR, Finance, and other key support functions including the IB COO / IB CFO Department People Committee
Manage all facets of daily operations ensuring compliance with relevant policies / procedures including preparations of management team meeting agendas / materials and documentation of outcomes as necessary
LI-JV1*

Ib Cfo Fid , Dir Resume Examples & Samples

Capital and Liquidity Management
Solid IB experience, within an investment bank or consultancy, with strong knowledge of FID products
Qualified Chartered Financial Analyst (CFA)/Accountant with holistic financial knowledge (e.g. Background in Treasury, Planning and Analysis or Product Control)
Excellent comprehension of regulatory capital and liquidity requirements, and forward regulatory changes
Exceptionally solid commercial and rigorous financial acumen

Cfo / ceo Resume Examples & Samples

Strong budgeting forecasting experience
8+ years' experience as a CFO/CEO/Controller in a construction/architecture/design firm
CPA

China Cfo Resume Examples & Samples

Preferred sector experience will include technology and experience of a channel distribution model
A track record of leading a World class finance function in a dynamic, collaborative, matrix environment
A track record of leadership in accomplishing cross functional initiatives
A track record of leveraging new technology as an early adopter
Commercial experience in working with, and successfully influencing sales force leaders
Experience in the use of incentive strategies to drive performance
Highest levels of integrity and dependability
A high impact leader and natural change agent
A driver of change through people, process and technology
A high energy self starter
Ability to build relationships internally with the leaders and stakeholders; and externally with investors and advisers
Exceptional presentation/communication skills again both internal and external

Regional CFO Resume Examples & Samples

Ensure accurate and timely recording of accounting transactions and the administration of accounting procedures in accordance with Corporate Accounting Policies to include the preparation of monthly income statements, balance sheets and monthly operating metrics, and provide leadership in developing budgets and forecasts
Generate, analyze and report appropriate financial and operating data in order to assist units with performance measurement and decision making
Provide strategic financial advice to management, where appropriate and desired, via analytical methods
Provide sound leadership and management to Finance staff within Midwest region while implementing the regionalized financial support structure
Communicate effectively with Senior Leadership on all financial matters
Review the recording and reporting of transactions in the general ledger and support systems
Responsible for the oversight of the preparation of monthly financial results
Prepare annual budget and accompanying forecast variance analysis including development and management of monthly forecasting models for assigned units
Additional responsibilities as assigned
Bachelor’s degree required; in Accounting, Finance or relevant field, or CPA/CMA
A minimum of 8 years of relevant work experience including knowledge and application of accounting principles
Demonstrated ability to effectively communicate financial information while working in a decentralized environment involving communication with remote sites
Must maintain current required licenses and certifications relevant to field of expertise
Experience working in a matrix management reporting structure is highly desired with ability to continually prioritize tasks and information requests
Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology; preferred proficiency in Oracle or general business and accounting software including Microsoft office products
Must be able to travel based on business needs

Cfo-hotel Resume Examples & Samples

Strong in devising accounting and audit programs
Have business mind to assess where likelihood of weakness/errors and defalcations in any company and suggest strategies
Should be a team leader and should guide the entire team to achieve organizational objectives
Budgets, Budgetary Control, Cash Flow Management, MIS, Operational Procedures and establishing policies, devising adequate computerized systems to suit the business requirements of the Organization
Responsible for automation of the work and process flow of the organization devising and implementing cost saving and control measures

CFO Resume Examples & Samples

Prepare and present monthly and yearly financials to the board
Ensure annual budgets align with the company's strategic plan and goals
Provide leadership on all financial, tax, banking, government and risk management efforts
Oversee all international finance and accounting operations and future expansion to foreign markets
Supervise staff of 7-14
Bachelor degree in finance, accounting or related field
At least 10 years of progressive experience including at least 4 years at the Controller/CFO level
Experience in a company with annual revenues exceeding $175 million desired
Experience with international operations desired
Manufacturing and/or distribution experience a plus
MBA/CPA a plus

Executive Assistant to CFO Resume Examples & Samples

This position will involve managing a complex senior executivecalendar that includes scheduling meetings and travel, video conferences, trainings (off-site and/or internal), and group events
Drafting correspondence, calendaring meetings, answering and screening executive's phone calls and directing inquiries to the proper party within the team
Act as a lead on the facilitating and coordination of communications and administrative procedures across the Finance team
Providing back up assistance to other administrative support team members as needed
Can-do attitude; must be proactive and solution oriented, looking for ways to add value and assist the team
Ability to work well under pressure and respond to tight deadlines

CFO Resume Examples & Samples

Manage finance team of 5 people in Japan
Responsible for all accounting, regulatory reporting, FP&A and tax within Japan
Manage relationships with regulators and external stakeholders in Japan
Report directly to the Country Head locally and Asia CFO functionally
Take leading role in internal projects such as business restructuring and prepare financial reports for projects
Respond to ad-hoc queries from senior management, regional offices and headquarters
A strong foundation in financial accounting
Knowledge of tax rules and requirements
Knowledge of FP&A
Fluent in Japanese, business level English

Assistant VP Global Ibd Cfo Function Resume Examples & Samples

Self-starter attitude with a high tolerance for ambiguity
Thorough understanding of accounting and corporate financial reporting, with preexisting knowledge of the analytics and valuation of Financial Institutions a plus
Intellectual curiosity and confidence in proposing solutions and articulating complex issues
Ability to work with stakeholders across multiple lines of business
Ability to deliver high quality output in a fast-paced environment with a very senior audience, while retaining a high level of attention to detail and accuracy
Knowledge of the existing and new regulatory standards (CCAR, Basel and Dodd-Frank rules) a plus
LI-SL1*

CFO Resume Examples & Samples

Accounting Degree
15+ years of public/private, hands-on related accounting experience in a small team environment
5+ years in public-mid size company as an advisor

CFO Change Resume Examples & Samples

Completing feasibility studies to determine the scope and timetable for delivery of a new business project (Deliverables include; Impact on Finance of proposed CFO architecture, Budget request, Proposed timetable for CFO implementation)
Determining the CFO system architecture to be deployed for the specific requirements of the new business initiative (Recommended CFO system/process architecture)
Gather detailed data and functional requirements to support PC/FA processes, document in clear, concise and comprehensive manner, and articulate to IT teams for their understanding
Determining the CFO requirements and the solutioning of those requirements through system set up, configuration and development (Deliverables include; Business requirement document)
Conduct working group meeting, business requirement gathering workshops and UAT status update meetings with PC/FA users and IT teams
Preparing test plans and co-ordinate the execution of user acceptance testing by the Financial Accounting and Product Control departments providing CFO services for the new business initiative (Deliverables include; Test plan, Test cases with expected results, Defect register and resolution plan)
Determining and co-ordinating the execution of system deployment in a production environment
Complete post implementation reviews to determine Day 2 resolution of sub-optimal processes in solutioning CFO requirements (Deliverables include management of a sub-optimal process register and resolution plan)
Provide prompt and concise status updates to project managers, including accurate progress updates and escalation of risks, issues and dependencies in respective areas of responsibilities
Support project managers in defining project plans, developing project artefacts and managing stakeholders
Conduct training to end users on changed processes and new applications, where applicable

CFO Resume Examples & Samples

Produce monthly financial reporting packet, including variance analysis and annual revenue/expense projections; present results quarterly to the Board of Directors
Responsible for strategic planning to ensure the continued financial stability of the organization
Create and manage annual budgets in conjunction with operations
Prepare year-end financial statements
Responsible for coordination of annual external audit
Responsible for timely filings of all federal, state, and local tax filings
Monitor cash flow and investment activities, including adherence to adopted investment policies
Responsible for managing outstanding debt and maintaining financial institution relationships
Oversee all accounting processes including payables, receivables, general journal entries, and reconciliations
Responsible for the establishment and maintenance of policies, procedures, and practices to safeguard assets as well as ensure compliance with GAAP and other applicable regulatory laws and rules for financial and tax reporting
Bachelor’s Degree in Accounting
CPA desired
8 or more years’ senior level accounting experience
Non-profit accounting experience
Excellent verbal and written communication skills, particularly in communicating financial information to non-accounting professionals
Excellent analytical and organizational skills
Strong computer skills, experience with Excel and general ledger software

Cfo-chicago Western Suburbs Resume Examples & Samples

Monitor and direct the implementation of strategic business plans
Supervise acquisition due diligence and negotiate acquisitions
Direct supervision of the Accounting Manager and Manager of Information Technology with indirect supervision of billing clerk, accounts payable clerk, accounts receivable clerk, and a staff accountant
Develop and maintain banking relationships for the company
Monitor all open legal issues involving the company
Ensure that the company complies with all legal and regulatory requirements

Executive Assistant to CFO Resume Examples & Samples

6+ years of related experience working in a corporate environment
Advanced working knowledge and skill in applications including Outlook, Word, Excel and PowerPoint, PeopleSoft
Ability to handle highly confidential matters with discretion
Ability to lead and manage others effectively
Very strong organization skills
Follow-up and time management skills
Excellent interpersonal skills and phone manner

CFO Resume Examples & Samples

Leads accounting, finance, audit, compliance, treasury, risk management and procurement
Serves as a trusted advisor to the CEO, EVP and Board of Directors and is a key member of the Executive Team
Administers and coordinates the overall financial plans, goals and policies
Responsible for timely and accurate financial records and reporting
Key liaison with auditors and regulators
Bachelor's degree in Accounting or Finance & MBA a plus
Minimum 10-15 years' financial management experience within the financial institutions industry
CPA preferred and large firm experience preferred

Cfo-international Business Resume Examples & Samples

Base on specific market requirements to review financial data, and estimate potential or actual impact of decisions with other senior managements. Play an important role in the development of long-term business plans, annual objectives, and cash flow balance, etc
Ensures compliance to US GAAP, IFRS, or other country requirements including tax rules and internal policies, and limits of authority
Develops and ensures necessary and appropriate accounting and statistical data and reports are available and compliance procedures are in place and enforced
Understand general business operations, align with company's development strategy, to use various financial tools to drive international business performance
Enable business decision capability by providing top quality decision support financial analysis for internal stakeholders
Coordinates the annual budget process as well as regularly revenue and profitability forecasting, effectively manage cost control through structured cost reduction programs
Own and manage relationships with external counter parties, including but not limited to audit firm, banks, investment banking, etc
Participate in M&A projects when required

CFO Resume Examples & Samples

Direct and oversee all the financial activities of the Agency, including preparation of current financial reports as well as summaries and forecasts for future business growth and general economic outlook
Responsible for the overall direction and management of finance, accounting, purchasing, and investments as well as overseeing facility management
Analyze and improve the strategic and operating business of the Agency through the development of strong business partner relationships with all areas of the agency
Maintains strong business acumen including knowledge of programs and services provided, local healthcare market, industry trends and best practices
Contributes insightful analysis and information focusing on the business needs of the agency
Responsible for the preparation of all financial reports including: income statements, balance sheets, tax returns and reports for government regulatory agencies such as Title X, etc
Provide timely and accurate analysis of budgets, financial reports and financial trends
In conjunction with President/CEO and Senior Leadership, ensure the preparation of Agency’s annual operating and capital budgets as well as specific budgets for foundations, grants and government contracts
Plan, organize, direct and implement systems to evaluate the organization’s fiscal function and performance in accordance with PPFA policies, accepted practices, external requirement of funders, licensing and accrediting bodies, and state and federal laws and regulations
Oversee the management of cash transactions including receipts, deposits, loans and investments
Develop and maintain a cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operating needs
Oversee payroll, accounts payable and receivable, and bank reconciliation
Bachelor’s degree in accounting, finance or business
CPA certification strongly preferred
10+ years experience managing financial systems in health care and non-profit settings
5-7 years demonstrated leadership at the senior management level
Demonstrated experience as a business partner understanding the changing healthcare environment and working in partnership to support emerging business strategies
Experience in budgeting, cost analysis, cost management and revenue forecasting
Experience supervising staff and acting as part of a strategic decision-making team
Strong software proficiency in MS Excel, Outlook and financial database software required

CIO Treasury CFO Group Resume Examples & Samples

Monitor and understand the financial components of daily cash position management and understanding the drivers of change in funding and asset deployment
Partner with other Treasury/CIO teams for weekly revenue, expense, and balance sheet forecasting, communicate the results to senior management with commentary on variances and drivers
Prepare regular legal entity and management reporting
Prepare financial analysis of various ad hoc items as required to support senior management decision process (e.g. Firm wide FX analysis, deployment alternatives review, etc.)
2 – 3 years experience in a finance/accounting role, preferably in a bank
Ability to think analytically and creatively
Knowledge of JPM’s management reporting systems (FDW, CDGL, Essbase) is preferred but not required
Strong Excel and Access skills
Strong work ethic, detail oriented

Regional CFO Resume Examples & Samples

Analyze business performance, make recommendations for improvements and measure progress. Success in the role is measured by outcomes, not reporting. Did the business improvement and accomplish its growth objectives
Manage staffing to ensure that the Affiliate advances the company's ability to excel in Financial Services Industry
Education:College degree in Accounting, Finance or Economics
Certification: CPA, MBA preferred
Experience: 5 - 7 years or more of accounting or finance related experience. Strong financial planning experience required. Previous experience in multiple Fifth Third LOBs, ALCO, Corporate finance or related experience required
Industry - Banking or Financial Services preferred
Managerial - Supervisory Experience preferred
Computer/Technical: Proficient in basic spreadsheet applications such as Excel, Microsoft Word, etc. Demonstrate ability to learn and understand various computer systems
Excellent communications, organization and follow up skills
Excellent people/relationship building skills
Ability to work both individually and as a member of a team

Cfo-fmcg-muscat Resume Examples & Samples

CPA / CMA Degree
Bachelor Degree in accounting / financial management
Master's Degree in Finance or Business Administration will be better
10 to 15 years of experience in a high managerial level from relevant function
Versatile with financial modules under an ERP environment
Fluency in English and Arabic languages
Preferred current location: Oman

CFO Resume Examples & Samples

CPA and/or MBA highly preferred
10+ years of relevant experience in nonprofit
Grants accounting experience

CFO Resume Examples & Samples

10 years of related experience
MBA and/or CPA preferred
Experience with Yardi or other property management software
Real Estate and/or nonprofit experience preferred

CFO Resume Examples & Samples

Provide vision, experience and expertise in support of the company’s future strategic plans and initiatives. Ensure internal operational processes, organization and systems are driving scalable and profitable growth
Develop financial analysis and implement predictive models to provide management personnel with insight into the organization’s operations and business plans
Deliver strategic oversight and hands-on implementation. As an example, we have departmental controllers for preparing income statements, but the CFO is required to finalize statements as well as manage our planning and budgeting process
Provide key performance indicators to ownership, leadership and appropriate management while facilitating the development of a numbers savvy management team
Work with business unit leaders to create annual business and financial plans to support corporate goals
Ensure timeliness, accuracy and usefulness of financial and management reporting for stakeholders of the Company
Maintain relationships with our banking, insurance, surety bonding, IRS and health organizations
Oversee the preparation of audited annual financial statements with CPAs
Coordinate the development and monitoring of expense and capital budgets
Ensure the annual financial goals of the company are met
Protect the assets of the company while utilizing aggressive risk management and transfer strategies
Lead the development and ensure the execution of an integrated corporate services strategy, budget and organization to effectively support business units for scalable and profitable growth
A passion for driving company success through financial performance
20+ years’ experience – ideally in financial management or auditing in the construction and/or manufacturing industry
4+ years of public accounting experience
10+ years’ experience leading Finance and working with cross functional staffs
Bachelor’s degree in Accounting or Finance with a Master’s Degree in Accounting, Finance and/or an MBA
Master’s college/university graduate with equivalent combination of skills and experience required

International Temporary Contractor, CFO Group Resume Examples & Samples

Advanced Microsoft Office Excel skills
Proficient understanding of accounting policies, internal controls, practices and general policies, procedures, guidelines and regulatory reporting requirements prevalent in the banking industry
Analytical and systematic with strong numerical skills and attention to detail
Works effectively and maintains collaborative relationships with team members and that of the other departments
Strong multi-tasking skills, proven problem solving skills, well organized and has the ability to prioritize to meet deadlines
Conducts detailed research and analysis to determine appropriate methods for addressing the causes of issues
Self-motivated, flexible and a team player
Immediate Reporting Under the control and supervision of the Sr. Financial Analyst

CFO Resume Examples & Samples

This role will develop and maintain proper internal controls on financial procedures, operations, accounting systems and functions to safeguard financial status
Furthermore, you will direct and oversee statutory reports of the companies and direct and lead the annual budget planning and forecast in China while aligning with regional and global strategies
Finally, you will also upgrade the whole financial system and coach and develop the team based on business needs

Cfo-northern Suburbs Resume Examples & Samples

Oversees the operations of the accounting department, including supervising/managing staff, for corporate accounting records and heading up the due dilligence process for all potential acquisitions (both domestic and foreign)
Maintains efficient monthly closing procedures and documented accounting policies and procedures
Reviews supporting documents and analyses and reporting packages for parent company and lending institutions in addition to directing all treasury related activities
Ensures periodic general ledger reconciliations and account analyses are completed accurately and timely
Reviews balance sheet and income statements for all assigned companies
Coordinates the consolidation of financial statements and preparation of the company’s annual report and audit committee presentations
Acts as primary interface to external auditors for the annual audit
Assists outside accounting firm on local, state, and federal tax reporting responsibilities and facilitates required payments
Designs and facilitates implementation of a robust internal control environment and maintains company delegation of authority matrix
Oversees payment of company expenditures and employee travel expenses
Performs accounting research and other financial analysis projects, as required

CFO Resume Examples & Samples

Education: Bachelor’s degree in business, accounting, finance, or equivalent; CPA or MBA highly desired
Work Experience – Minimum 10 years professional experience in accounting and financial management in a supervisory role
Knowledge and understanding of general business matters required including budget development, financial reporting, cash management, business taxes, banking and debt financing instruments
Knowledge of computer systems, including experience with system selection, implementation and project management
Knowledge in Daxko accounting highly desirable
Valid NJ Driver’s License, acceptable record, and valid NJ Motor Vehicle Insurance
Previous experience with a nonprofit organization preferred
Coordinate and direct the financial planning, budgeting, procurement, or investment activities of The Community YMCA and The Community YMCA Foundation, Inc
Develop internal control policies, guidelines, and procedures for activities such as budget administration, grant/contract administration, cash and credit management and accounting
Prepare or direct preparation of financial statements, business activity reports, grant/contract reports, financial position forecasts, annual budgets, and/or reports required by regulatory agencies
Advise management and the Board on short-term and long-term financial objectives, policies, and actions
Analyze the financial details of past, present, and expected operations in order to identify development opportunities and areas where improvement is needed
Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments
Evaluate needs for procurement of funds and investment of surpluses, and make appropriate recommendations
Lead staff training and development in budgeting and financial management areas
Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards
Supervise employees performing financial reporting, accounting, billing, collections, grant/contract administration, and budgeting duties
Coordinate audits of company (CYMCA and Foundation) accounts and financial transactions to ensure compliance with state and federal requirements and statutes
Develop and maintain relationships with banking, insurance, and non-organizational accounting personnel in order to facilitate financial activities
Monitor and evaluate the performance of accounting, IT, and other financial staff; recommend and implement personnel actions such as promotions and dismissals
Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met
Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures, and efficient control and utilization of financial resources
Receive and record requests for disbursements; authorize disbursements in accordance with policies and procedures
Prepare and or coordinate financial information so that outside accountants can complete tax returns

Me Gbs Cfo Resume Examples & Samples

Annual Operating and Capital Budgets: Coordinates development of annual operating and capital budgets consistent
Financial Accounting, Reporting, and Analysis of Operating Results
Leads preparation of financial reports necessary to show overall financial performance and analysis of monthly operating results, and coordinates development of action plans to address material variances
Educates management on how to read budget and payroll reports, identifies opportunities for improvement, and seeks input on how to improve cost and revenue management processes
Evaluates profitability of lines of business and cost effectiveness
Leads process to ensure compliance with standards of service and evaluates opportunities for re-bid work/contracts
Monitors viability/cost-effectiveness of contracts; ensures competitive purchases and contracts; rebids work as needed
Keeps abreast of related financial regulations impacting the organization
Reporting: Organizes and presents financial data; coordinates and assures accuracy of data Planning: development of long and short term operations plans including service demand analysis, resource availability analysis and cost benefit analysis of proposed capital acquisitions and staff expansions
Procurement: Interface with System’s purchasing and materials management functions to ensure that the procurement is in accordance with System policies and procedures
Revenue Cycle: Oversee activities revenue cycle departments and interfaces with applicable Corporate departments to ensure that revenue cycle is run efficiently and effectively across the entire organization
Information Technology (IT): Interfaces with Corporate IT to identify opportunities for improvement and to ensure that information technology issues are addressed timely
Continuing Education: Completes required continuous training and education, including department specific requirements
Policies and Procedures: Establishes forums and leads processes Performs other work as assigned

CFO for Chase Commerce Solutions Resume Examples & Samples

Provide strategic direction, establish financial goals and support the control agenda for the is our growing payments and merchant services business,
Individual will provide critical decision support and ensure appropriate investment allocation to achieve short and long term financial and strategic goals across the Commerce Solutions business and other LOBs
Drive the establishment of compelling economics and share gain through pricing of deals, for start-up business
Envision, design and implement the transfer pricing framework for the businesses
Negotiate with senior level executives from key merchants and partners to drive world class economics. Strategically thinking on the fly and in pressure situations. Innovative thought leadership in building risk mitigation into complex partnerships contracts
Will manage the Sub Business Unit Finance Professionals – providing vision, direction and thought leadership. Critical member of CSo leadership team
Ensure LOB legal entity and tax matters handled appropriately and merchant tax set ups are correct
Lead Forecasting, Planning and Analytics and Strategic Planning activities for the business. Activities are inclusive of annual budget, monthly forecasting, CCAR processes as well as competitive analyses, linkages of profitability dynamics to deal negotiations and the evolving payments landscape
Support a fast growing and rapidly changing business by developing insightful financial reporting and analyses to identify and size emerging trends, proactively addressing rapidly changing competitive and economic opportunities upon which we can capitalize. Swift identification of emerging competitive threats and design of offensive and defensive maneuvers
Design and develop financial reporting framework and key performance metrics for the business
Partner across the JPMC CFO organization to understand and incorporate relevant strategic objectives for each business and determine how to achieve objectives via the contract with the merchants. Objectives may include branch expansion, share shift, strategic partnerships, etc. Critical to lead and collaborate in cross-functional team efforts. Deep understanding of the interplay of economic objectives across the firm is required
Develop and lead cross-functional teams to execute key contract provisions
Partner closely with the CSo leadership team to ensure that all are aligned with objectives, reporting is “best in class” and progress is measurable and quantifiable
Guide, lead and support senior management decisions on various growth and profitability improvement initiatives
Provide ongoing coaching, development, direction to members of the finance team. Define and incubate an opportunistic vision for the business. Demonstrates mentorship and leadership to all team members and stakeholders
A Bachelor's degree in accounting, finance or related discipline
Advanced degree or professional certification
MBA and/or CPA preferred but not essential
Requires deep knowledge of the payments space, including competitive environment and emerging trends
Seeking strong business and financial acumen combined with the ability to build and leverage relationships across varied businesses, often with competing priorities that require objective facilitation towards solution
Prowess in navigating potentially conflicting interests and identifying win-win solutions for the firm will be critical for success
Track record of successfully facilitating dialogue with senior leaders, providing a point of view and navigating to common ground solutions while maintaining “buy-in” of all constituents
Deep ability to collaborate and evidence of success collaborating and influencing senior leaders and peers constructively
Ability to operate in a complex matrix environment is crucial with focus on having demonstrated this unique cultural ability in a large consumer oriented business
Preferably 15+ years of financial analysis experience
Proven ability to influence and engage senior leaders towards outcomes that balance not only financial mechanics, but enduring best practices
Proven negotiator with evidence of wins and losses whilst “building bridges”
Must have strong business knowledge overall, both within the payments and consumer/retail banking space as well as detailed knowledge of the business they support, strong decision making, leadership, management/negotiation, change management, organization, and communication (written and verbal)

CFO Resume Examples & Samples

Provide strategic financial input and leadership on decision making issues affecting the organization; i.e., evaluation of potential alliances, acquisitions and/or mergers and investments
Perform all due diligence associated with potential alliances
Participate in the development of the corporation’s plans and programs as part of the Leadership Team
Management of the accounting department and staff
Plan, develop, organize, implement, direct and evaluate the organization’s fiscal function and performance
Evaluate and advise on the impact of long range planning, introduction of new programs/strategies and regulatory action
Continual improvement of pricing and P&L
Be an advisor from the financial perspective on any contracts into which the corporation may enter
Financial planning and analysis, including developing revenue forecasts and staffing models

Attornery / CFO Resume Examples & Samples

8-15 years of experience
Experience working as a Controller, and running a finance department
Experience working as an attorney
Strong managerial experience
Bachelor degree in Accounting/Finance andJuris Doctor
Experience working for a creative company (media, advertising, software etc.)
Must be Bar admitted and in good standing

Cfo-beijing Resume Examples & Samples

Financial planning, analysis and annual budgeting
A main business partner and help to drive business objectives
Drive the continuous improvement of internal control
Manages plants day to day operation
Treasury and Tax management
Supporting CEO especially in financial aspects

Interim CFO Resume Examples & Samples

Oversee financial functions including accounting, internal controls, strategic planning, cash management, budgets, forecasting and working capital
Prepare financial results and analysis for dissemination to key stakeholders on a recurring basis
Partner with business units to help meet overall growth and profitability targets
Responsible for preparation of financial statements and providing timely and accurate analysis of results versus approved budgets/forecasts
Facilitate financial analysis and modeling to support strategic and tactical decisions
Participates in M&A process including due diligence, integration, and reporting
Optimizes the handling of banking activities and initiates strategies to enhance cash position

CFO South Africa Resume Examples & Samples

Leading the team of 17 whom have the responsibilities for :-
10 years post- qualification experience working for an internationally reputed bank’s Finance Department
Good knowledge of all Corporate and Institutional Banking Product sets
Ideally have held Country CFO or Controller Role. Experience in Regulatory reporting, Financial Control, Product Control and FP&A would be highly desirable
Typically Qualified accountant – Chartered Accountant or equivalent with significant post qualification experience
Bachelors degree or equivalent desirable
Excellent Regulatory and Financial Control Skills needed
Excellent Budgeting and planning skills
Reengineering, project and Process changes skills would be very desirable

Managing Director, Cfo-partner Card Business Resume Examples & Samples

Assess competitive threats and opportunities to existing and potential partnership opportunities; focus on developing win-win strategies to further the economic and customer goals of each party
Attract, retain and develop a team of world class finance professionals
Provide valuable consulting to Business Unit President to drive business results
Set and execute business strategy and development, accountable for profit and loss
Assess industry trends, market size and structure and competitor benchmarks and measure effectiveness to ensure Card Services delivers with "customer first" mentality, the highest quality standards, and with high sense of urgency
Partner with Business Unit leaders to set financial targets which are aggressive, achievable and tied to long term goals. Continually monitor performance against goals
Provide informative business financial information and coordinate business financial planning and budget management functions
Ensure that the business is operating within the parameters of the Partner contracts
Ensure accurate, secure and timely recording and reporting of business activities in compliance with financial and control and compliance standards
Develop and maintain working relationships with other businesses and functional groups to support business growth while balancing the appropriate controls
10+ years of broad business management experience in a Consumer Financial Services Company, Management Consultancy or Investment Bank
M&A experience preferred
Previous credit card experience preferred
Proven track record in negotiating Partner contracts
Creative thought leader, exceptional problem solving and analytical skills with proven ability to conceptualize new ideas
Bachelors Degree required, MBA or Advanced degree strongly desired
Unparalleled customer focus; able to understand customer needs, think strategically and provide innovative solutions
Results oriented CFO background with ability to identify opportunities to grow business
Proven leadership and influencing skills and ability to collaborate across a highly matrixed organization
Ability to set and manage accountabilities and expectations at all levels - team members, peers, business partners and senior and executive management
Executive presence, comfortable interacting with, presenting to and influencing senior leaders
Track record of building great teams and attracting top talent

Executive Assistant to CFO Resume Examples & Samples

Perform complex and confidential assistant functions including developing and typing written correspondence; preparing PowerPoint presentations, responding to routine external correspondence; typing memos, purchasing requisitions, payment requests and other department forms and documents
Manage calendars and schedule appointments
Screen incoming calls and correspondence and respond independently when possible
Compose and prepare confidential correspondence, reports and other complex documents
Arrange complex and detailed travel plans and itineraries, compile documents for travel-related meetings for all branches
Prepare the expense reports when necessary
Maintain confidentiality of all corporate, personnel and research matters
Send faxes and make photocopies as requested
Order office supplies and maintain supply cabinet
Candidates MUST have between 5+ years of experience as an executive assistant supporting high level executives
Advanced Microsoft Office skills including, Word, Excel, PowerPoint, Google
Knowledge of Concur expense reporting system preferred
Must have experience managing multiple phone lines
Problem solving—the ability to identify and resolve problems in a timely manner, gathering and analyzing information skillfully while maintaining confidentiality
Interpersonal skills—maintaining confidentiality, remaining open to others' ideas and exhibiting willingness to try new things
Oral communication—ability to speak clearly and persuasively and demonstrate group presentation skills
Written communication—edit work for spelling and grammar, presenting numerical data effectively and able to read and interpret written information
Planning/organizing—the ability to prioritize and plan work activities, using time efficiently
Quality control—accurate and thorough, monitoring own work to ensure quality
Adaptability—the ability to adapt to changes in the work environment, manage competing demands and able to deal with frequent change, delays or unexpected events
Dependability—consistently at work and on time, following instructions, responding to management direction and soliciting feedback to improve performance
Enthusiastic, energetic, personable and friendly as well as passionate, intelligent and knowledgeable regarding the fitness industry

Wealth Management Branch CFO Team-manager Resume Examples & Samples

Proactively address areas of focus and produce persuasive, data informed arguments to support senior management in making intelligent decisions
Understand variety of data sources available, their limitations and advantages, and work with business and technology partners to improve them
Combine a curiosity for understanding underlying causes with advanced data visualization tools to produce clear and concise ad hoc analysis
Work across Wealth Management Business and Finance teams to develop, analyze, and execute on both revenue and expense budgets
Maintain internal reporting tools through regular monthly processes and implementing improvements to ensure accuracy and timeliness of reporting
Manage branch hierarchy, collaborating with HR department, Operations, and business management department
Microsoft Office skills with experience creating financial models and working with large data sets
Excellent interpersonal skills and the ability to interact with various areas of corporate structure including senior management levels
Ability to quickly learn and apply knowledge of proprietary software systems
Ability to understand connectedness of similar reports, processes, and systems

Cfo-pershing Resume Examples & Samples

Providing all finance related services to Pershing in Europe, including reporting to Pershing New Jersey and Bank of New York Mellon management from the UK and Chennai
Finance and treasury functions with respect to Financial Conduct Authority (“FCA”), Central Bank of Ireland (“CBI”) and the Jersey Financial Services Commission (“JFSC”) client asset and prudential rules
Preparation and maintenance of the ICAAP, ILAA and related regulatory disclosure information
Prepare and submit financial information and reports required by UK and overseas regulators
Overnight funding requirements
Application of debit interest
All other Treasury related activities for Pershing in Europe
LI-PERSH
To participate in the development and implementation of the business strategy in the UK and Europe within the specific remit of areas of responsibility
To develop and maintain enhanced profitability metrics to underpin high quality business strategy decisions and execution and in particular to support the growth of a balanced, robust and enduring profit stream
To develop and maintain a full MI process that lets management understand the interaction (and enable appropriate and timely actions to be taken) between significant business activities and Pershing’s short and long term financial targets and its financial risk appetite
To confirm the firm meets with the corporate requirements of the group as well as the strategic requirements of the Bank of New York Mellon, including agreeing and operating within its financial risk appetite
To confirm that the management of the firm is kept fully informed of the departmental strategy and other corporate issues
To communicate effectively the decisions of the Executive Committee to the managers of the firm under the responsibility of the role
To participate as a member of the boards and committees outlined in Table 1
To report to the group management in the US relating to financial strategy, budgetary and other issues
To lead the preparation and approval of the annual budget and present annual audited financial statements to the Executive Committee and relevant Boards
To confirm that
To manage staff from a task and pastoral perspective
To confirm that appropriately trained personnel are in place to execute the departmental roles
To ensure that adequate succession plans and other relevant business continuity elements are in place and effective
To propose and contribute to the promotion and remuneration prospects of staff falling under the specific responsibility of this role
To work with staff to identify training and development needs
To act as sponsor to major business initiatives and to participate in the project boards for major projects as appropriate
To confirm that no discrimination is allowed within the organisation and that the Pershing's employment policy is non-discriminatory
To review monthly financial performance and present to Executive Committee and as required, but at a minimum annually, for the Board of Directors
To maintain an understanding of the industry from regulatory and financial perspective
To maintain a working knowledge of the FCA, CBI and JFSC rules and regulations and of market practices and Exchange rules
To maintain technical/functional knowledge as required for the role
To maintain an understanding leadership and management theories and practices
To maintain an understanding of the fundamentals of workflow and systems design
Contribute to the effective governance of the EMEA region. Play an active role in regional committees and local boards, offering constructive challenge and helping to support the Committee/Board fulfil its role and responsibilities for those they are a member. Where the job holder acts as a Chair of a Board/Committee, ensure the Board/Committee is effective in all aspects of its role, facilitate and encourage informed and constructive debate on key issues and ensure that members receive relevant management information in an accurate, timely and clear form
Help to ensure that a strong governance culture is embedded within the region, that issues are escalated and cascaded appropriately and that key risks are identified, discussed and mitigated
Comply with all BNY Mellon and Pershing corporate policies and procedures, including HR policies and procedures, applicable to Pershing
Alert management immediately of any significant changes to business risks and internal control effectiveness
Notify management and/or the Chief Compliance Officer immediately on discovery of any material regulatory breach
Comply with all Security and Health & Safety policies and procedures operating within the business

CFO Resume Examples & Samples

15+ years of accounting and finance experience
SAP knowledge highly preferred
Lean/Six Sigma experience preferred
POC and/or job costing experience highly preferred
Bachelor’s degree required, MBA and CPA preferred

CFO Resume Examples & Samples

Be a business partner, lead a Finance team of 50 people to achieve business objectives
Responsible for financial planning and consolidation, including annual budget, monthly forecasting and analysis
Responsible for treasury and banking management and corporate financing
Support General Manager, especially finance related matters
Responsible for pre-IPO preparation including driving changes of Financial process and internal control as well as contact external partners like lawyers, auditors

Executive Assistant to CFO Resume Examples & Samples

Proactively manage and organize CFO’s Outlook calendar and strategically organize the CFO’s time. Schedule and set up meetings on behalf of CFO, prioritize conflicting needs and maintain sensitivity to changing priorities. Provide a “gatekeeper” and “gateway” role, creating win-win situations for direct access to the executive’s time
Service as liaison between the executive and external/internal clients and provide outstanding customer service via answering the telephone, screening incoming calls, and responding to internal and external inquiries, and make independent decisions regarding levels of priority. Respond to sensitive and highly confidential information with absolute discretion and tact
Provide end-to-end management of all domestic and international travel logistics including flight itineraries, visa requirements, hotel reservations, and car service, with personal travel preferences
Manage workflow of documents including the preparation of expense reports, payment requests, purchase orders, and other standard company forms and documents. Ensure contracts and other time sensitive materials are signed off on and approved within the guidelines, and approve requests on behalf of and as authorized by the CFO
Manage meeting and event logistics including booking and preparing rooms, audio/visual requirements, creating materials, organizing catering
Organize, create and maintain files and folders, anticipate office needs, and order all office supplies and equipment for the Office of the CFO
Perform ad hoc duties or projects as requested
5-10+ years of progressively responsible experience as an executive assistant in a fast-paced environment, preferably with a solid track record of providing senior-level administrative support for a CFO or other Finance executive (experience with Board, Earnings, Investor Relations a plus)
Exceptional multi-tasker who is flexible with change and able to shift gears quickly with a keen ability to anticipate and strategically manage competing priorities in a rapidly changing environment. Can provide examples of how she/he proactively solves problems with a solution-oriented approach and re-prioritizes their day to keep with the demands of a fast paced, ever changing environment. Adjusts constructively to setbacks and plans for change
Possess a service-oriented mindset with a proven ability to be a gatekeeper for the Executive by providing outstanding customer service to internal and external partners using tact and good judgment
Highly collaborative self-starter with a proven ability to establish strong, cross-functional, working relationships at all levels but can also take initiative and work independently and efficiently with minimal guidance and proactively seek direction where appropriate
Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with attention to detail and proven ability in keeping Executive focused and organized. Must understand the importance of meeting deadlines, paying attention to detail, and following through on assignments until final results are achieved
Possess confidence, poise and professionalism with a balanced blend of accountability, humility and authority. “Can do” positive attitude and ability to take responsibility for decisions made a must. Able to cite examples of when confidence, positivity and optimism played a role in their ability to deliver results under tight deadlines
Possess strong oral and written communication skills with the ability to convey necessary information accurately, listen effectively, and ask questions when clarification is needed
Proven ability to handle sensitive business and employee-related information with tact and diplomacy

Assistant to CFO Resume Examples & Samples

Coordinating projects across the finance function including
Monitoring milestone achievements
Prepare agendas, compile minutes and follow up on action items from CFO staff meetings
Assist in the preparation of analyses and reports for CFO utilizing Excel and PowerPoint
Coordinate CFO/Finance Department One Note/SharePoint software including developing initial infrastructure, creating and maintaining electronic file library, identifying new software capabilities and making recommendations
Provide Administrative support to CFO
Heavy calendar & phone management
International & Domestic travel coordination
Preparation of expense reports
Identify source requirements
Exercise discretion when dealing with confidential documents and various information
Exceptional organizational skills and experience managing high profile projects
Strong interpersonal skills including ability to work in a cross functional environment and communicate with all levels of the organization
Strong oral/written communication and presentation skills; ability to express complex ideas in simple terms
Self-motivated individual with a high level of intellectual curiosity and business acumen
Strong knowledge of Microsoft Outlook, Access and Excel; understanding of Excel/Access VBA and Macros, Data Modeling and Statistical Analysis a plus
Ability to adapt to change and uncertainty
Bachelor’s Degree in Accounting, Finance, or related business field
Minimum GPA 3.0

CFO Resume Examples & Samples

CPA or equivalent knowledge of accounting principles, GAAP, construction (POC) accounting
Oversee all aspects of accounting and finance for separate divisions
Ability to communicate financial and accounting concepts to non-accounting personnel
Recruit, develop and retain employees
Knowledge of construction contract law and ability to negotiate terms and conditions
Ability to seek outside counsel for legal advice and interpretations

CFO, Construction Company Resume Examples & Samples

Lead the financial control and accounting operations of the organization
Lead budgeting, forecasting, cost control, contingency planning, internal control and financial analysis
Implement internal controls
Oversee tax deadlines, tax compliance
Analyze financial information and business practices to identify areas for efficiency improvement, cost reduction and revenue enhancement

CFO Resume Examples & Samples

Develops, plans, and implements department goals and objectives
Recommends and administers policies and procedures
Prepares and presents financial reports and other necessary correspondence to Executive Director, Assistant Executive Directors and Board of Directors
Monitors all budgets related to Association activities
Directs, oversees and participates in the development of the Department’s work plan including fiscal, accounting, reporting, and cash management
Assigns work activities, projects and programs
Monitors work flow, reviews and evaluate work products, methods and procedures
Coordinates departmental activities with those of other departments and outside agencies and organizations
Plans, supervises and participates in the development and administration of the Association’s budget; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; monitors and approves expenditures; implements adjustments to the budget process
Oversees management of association properties and equipment
Member of Trustee Committee for 401(k) plan
Represents the association to outside groups and organizations; participates in professional groups and committees; provides technical assistance as necessary
Plans and monitors association risk management program and reserve funds
Plans and directs association purchasing activities
Researches and prepares financial and administrative reports and studies; prepares written correspondence as necessary
Serves as staff liaison to assigned committees
Processes all accounting including monthly reports to Governmental Relations Department
Reviews al grants reports, requests for reimbursement and related contact with governmental agencies
Maintains filing systems to accommodate efficient retrieval of documents
Coordinates and prepares information for the annual independent audit
Plans and monitors association investments and cash management activities
Hires, directs, supervises and evaluates all department staff; prepares and monitors department and assigned committee budgets; establishes and reviews department goals and objectives with Executive
May act as Executive Director as needed
Principles and practices of public accounting, finance, insurance, pension plan, and purchasing
Pertinent local, state and federal laws, rules and regulations
Budget and personnel management principles and practices
Organizational and management practices as applied to the analysis and evaluation of programs, policies and operational needs
Intermediate proficiency in Microsoft Office Suite (Excel) and financial accounting software
Plan, direct and control financial and accounting administration and operation
Prepare and administer a wide variety of budgets
Analyze problems, identify alternative solutions, project consequences of proposed actions and implement recommendations in support of goals
Interpret and apply association policies, procedures, rules and regulations
Develop and implement department policies and procedure
Gain cooperation through discussion and persuasion
Speak effectively before large audiences
Verbally articulate complex, controversial and/or sensitive information and positions
Work effectively under pressure, to exercise good judgment under conditions of stress
Make judgments and advise individuals on sensitive and confidential matters
Assist in design of new and improved accounting and record keeping systems
Establish and convey goals, objectives and policies
Supervise, evaluate, and motivate staff
Write effective, persuasive and descriptive materials
Prioritize and coordinate several projects at once, balancing requests and demands of the entire association (i.e. members, other departments/teams, the board)
Evaluate effectiveness of programs
Establish and maintain effective working relationships with staff members, association members and leaders and diverse external populations
Eight years of progressively responsible professional experience in accounting or financial management, and
Four years of administration and staff supervision responsibilities

Executive Assistant to CFO Resume Examples & Samples

Managing the day-to-day operations of the office
Arranging the schedule and appointment; ensuring that all meetings are run smoothly; Answering questions and meeting requests directed to the Director
Being responsible for key meetings in Finance and control department
Completing projects and special assignments
Preparing and editing correspondence, reports, and presentations
Working in a professional environment
Bachelor’s degree in Finance/Accounting
2 years in Finance/Accounting
Competency in Microsoft Offices
Good in English language
Strong communication, organizational, interpersonal and good management skills

Assistant to the VP for Administration & CFO Resume Examples & Samples

Bachelor’s degree or equivalent with at least five (5) years of progressively responsible executive assistant experience
Exceptional organizational skills, with the ability to prioritize tasks and multi-task and follow through on all aspects of assignments
Proficiency with desktop computer systems and office software (Office 365, Outlook, SharePoint, Word, Excel, and PowerPoint)
Ability to develop cooperative and strong relationships with trustees, various levels of senior management, faculty, colleagues, and the Caltech community
Excellent written and verbal communication skills, interpersonal skills and the ability to communicate clearly and tactfully; expertise in taking meeting minutes
Ability to be proactive in identifying potential problems and taking action to avoid them
Ability to resolve problems by interpreting and applying policies and procedures and working effectively with multiple interruptions, conflicting priorities, and tight deadlines in a calm and professional manner
Proven expertise in using discretion, diplomacy and independent judgment to derive information in communication with faculty and staff; ability to handle confidential information with discretion and tact
Well spoken, with the ability to uphold the highest standards of professionalism and confidentiality at all times
Punctual, dependable and dedicated to achieving operational excellence, down to the smallest of details
Consistently maintains a professional approach, with a willingness to take ownership and responsibility both within and outside ones job domain
Previous experience with Oracle financial system is highly desirable
Working knowledge of Institute policies and procedures relating to the academic and business operations is preferred
Broad understanding of financial and accounting principles
Experience in higher education is a plus

Executive Assistant to CFO & CMO Resume Examples & Samples

Extensive experience in providing executive support and assistance at a senior level
Experience in dealing with senior stakeholders in a highly professional manner
Experience of maintaining utmost levels of confidentiality and discretion
Advanced Microsoft Office skills essential
Advanced Keynote skills preferred
Advanced Powerpoint experience preferred
Experience in organising workshops and meetings, including preparation and distribution of agendas, papers and minutes
Experience of managing first line budgets
SAP knowledge advantageous
Industry background advantageous and/or interest in the Media & Entertainment industry

CFO Resume Examples & Samples

Serve as strategic financial partner to executive leadership team by producing actionable insights from data-driven analysis to assist in making decisions grounded in sound financial criteria
Works closely with company leaders to develop the strategic roadmap for the company by assisting in identifying new opportunities and managing all aspects of financial assessment including forecasting, ROI and performance measurement, and capital allocation and funding requirements
Serve as the voice of the company on all aspects related to overall financial performance, effectively communicating results to internal and external stakeholders
Manage and oversee the all budget, forecast and capital planning processes
Oversee the preparation and communication of quarterly and audited annual financial statements and the timely filing of all local, state and federal tax returns
Establish effective & robust internal controls. Make recommendations for automating processes and identify, acquire and implement systems to increase efficiency and accuracy of providing critical financial and operational data where necessary
Manage, oversee and develop internal finance functions, including FP&A, Accounting, and Corporate Development
Ensure finance best practices spread throughout the organization by elevating the function into the role of trusted business partner
Become a proactive, positive, cross-functional member of our Leadership team
Elite financial acumen with background in strategic finance at a large, data-driven B2B SaaS
Proven success building Finance teams
Demonstrated ability to successfully execute late-stage venture capital fundraising and/or meaningful involvement in IPO process
Experience managing and executing corporate finance/M&A transactions
Can set the right KPIs to drive the business and individual/team performance
Ability to develop, implement and maintain efficient and reliable systems/technology, processes and teams
The ability to recruit, retain, manage, lead and inspire a diverse mix of skilled and capable finance professionals
CPA or CFA preferred
MBA from top business school preferred
Ability and desire to work with employees at all levels in the organization

CFO Resume Examples & Samples

Financing Responsibilities: cash management; credit and collection; debt financing; insurance
Administrative Responsibilities: Duties of Offices held; legal contractual matters; statutory matters
Profit and Strategic Plans: test economic assumptions, assemble data, and provide financial statements. Achievement of periodic, annual and strategic plans related to legal entity
Periodic Reporting: verification of financial data; transmission, preparation of statements; analysis. Efficient, timely, and accurate reporting of affiliates financial activities, results, opportunities and exposures to the General Manager and Area Controller
Implementation of Internal Financial Controls: proper application of Alcon/Novartis policies/procedures; operation within Grants of Authority; assure integrity of company assets. Ensure adequate internal controls are effective and coordinate compliance testing as directed by SOX/NFCM requirements
Development of Thailand Finance resources
Maximize tax planning for the affiliate in conjunction with Novartis group tax advisors
7+ years of experience in finance this includes 3+ years in a business analyst role in a multinational pharmaceutical/ Medical device/ consumer goods company. Multi-country, multi-distributor experience is an advantage Excellent communications skills, face to face, written, and especially in presentations Self-motivated, smart working and results-driven Must see Finance as a leadership function, not a support function Strong analytical skills Innovative, Proactive, Hands-on Team player with customer focus Leadership skills High Integrity Willing to travel occasionally

CFO of Energ Resume Examples & Samples

Serve on, and contribute to the Executive Leadership Team developing corporate strategy in a high growth, highly transformational start-up oriented organization
Provide predictive finance modeling to support long-term strategic decisions in highly dynamic transformational industry
Integrate and manage all aspects of financial management, financial reporting, compliance, and corporate administration
Oversee financial reporting and compliance for multiple state and federal government grants and contracts
Overall responsibility for managing month end process and timetable to ensure Accounting deadlines are met
Manage forecast and operating plan
Provide manufacturing costs analysis and COGS modeling for manufacturing operations
Integrate acquired start-up into BASF finance processes; maintain appropriate internal control environment, including FRC
Manage HR functions and provide integration as necessary into BASF corporate
Advise former EnerG2 employees and managers in all BASF HR matters
Work closely with Manufacturing team to drive manufacturing cost reduction activities
Manage internal and external audits for areas of responsibility and pro-actively mitigate any control deficiencies
Ensure compliance with GAAP and corporate policies, including updates of controls
Prepare and deliver presentations to senior leadership relating to current and proposed initiatives
Minimum 10 years working in a finance function
Minimum 5 years in BASF finance function
Minimum 3 years in manufacturing cost accounting function
Minimum 5 years of BASF organization and accounting processes
Knowledge and awareness of HR principles and practices, knowledge in labor law
Small company experience preferred
Advanced Analytical and excellent financial problem solving skills
Excellent commercial and business awareness
Technical aptitude in operational finance, including FP&A (financial planning and analysis), budgeting and forecasting
Ability to see the business through the numbers and partner with a general manager to drive a P&L (profit and loss statement) is crucial
Experience and focus in accounting and manufacturing cost cutting skills
Excellent people skills
Excellent familiarity with BASF key systems i.e. SAP, Financial systems, Taleo Recruiting system and other financial systems

CFO Resume Examples & Samples

Responsible for all accounting, financial reporting, analysis, capital management
Responsible for preparing monthly, quarterly, annual unaudited financial statements
Facilitate performance of and cooperate with independent auditors and financial consultants
Directly manage and develop finance staff
Manage payroll, accounts receivable and accounts payable
Grant allocation best practices
Lead annual audit preparation activities
Cooperate and collaborate with independent auditor on A133 Federal Audits
Work directly with the COO and Program Directors to prepare budgets for grants and projects
Assist Program Directors in preparation of monthly and annual financial reporting materials and metrics for the organizations' initiatives
Implementation / oversight of internal financial / fiscal controls and overall financial policies of the organization
Overall financial management of the Organization
Financial grant management and grant requirement reporting
Responsible for day-to-day financial projection and financial management of the entire organization, including cash flow planning, availability, investment, and asset management
Track incoming grants, donations and in-kind donations
Develop and utilize forward-looking, predictive models and activity-based financial analyses to provide insight into the agency's operations and business plans for multi-year budgeting and long-term planning
Represent the company to financial partners, including financial institutions, investors, foundation executives, auditors, public officials, etc
Remain up-to-date on nonprofit audit best practices and state and federal law regarding nonprofit operations
Coordinate audits and proper tax return filing
Ensure legal and regulatory compliance regarding all financial functions
Undergraduate degree in Accounting or related field
Certified Public Accountant (CPA) in State of Florida or another jurisdiction
8+years of progressive accounting experience, preferably in a nonprofit organization with a budget of at least $50,000,000
8 years minimum experience in supervision and management
Thorough knowledge of fund accounting with prior exposure to complex accounting transactions
Knowledge and proficiency of Abila MIP Fund Accounting preferred or similar nonprofit accounting software
Ability to cooperate with other CPAs, teams, and co-workers
Ability to think strategically but is comfortable with hands-on urgent work to complex, and long term work
Excellent communication skills, including the ability present financial information effectively to the Board and non-financial staff
Project planning and execution (define project, develop appropriate work plans, drive projects to successful completion)
Very clean financial management background and history
Team building skills and long term commitment
Ability to problem solve and execute the research on strategic market or opportunities / issues
Attention to detail and strong logical reasoning
Demonstrate leadership throughout all levels of organization
Ability to adapt in a continually evolving environment and thrive in an autonomous and deadline-oriented workplace while directly managing and developing direct reports

VP & Cfo Resume Examples & Samples

Controller Operations
Cage Operations
Casino Finance
Finance and Financial Analysis
Workforce Management
Surveillance
Property Operations
Executive Assistant
A knowledgeable professional with at least ten (10) years prior experience working in a finance leadership capacity and a minimum of five (5) years in a large-scale resort/gaming environment
Previous operational experience in a high-volume, fast-paced environment
Bachelor’s Degree in a related field
Ability to effectively communicate in English, in both written and oral forms

VP & Cfo Resume Examples & Samples

Dir Finance and Strategy (1FT)
Dir Casino Finance (1FT)
Dir Financial Planning & Analysis (1FT)
Operations Controller (1FT)
Dir Cage Operations (1FT)
Dir Surveillance (1FT)
At least 10 years prior experience working in a finance leadership capacity, of which 5 years must be

Assistant CFO & CHR Manager Resume Examples & Samples

Complete administrative and organizational support to CFO and Country HR Manager
Maintaining and coordinating management meetings and administration support
Travel arrangements such as organization of business trips, booking of flight tickets, support visas, etc
Purchasing of indirect material via SAP
Preparation of monthly/weekly reports of actuals (SAP, MS Excel) and quarterly fees allocation
Preparation of assessment centres
Attendance system
Close cooperation with CEO´s office
Advanced level for English language (both, written and

CFO, Energy Resume Examples & Samples

Manage the Hong Kong office's finance operations, including full spectrum of daily accounting function, month-end, year-end closing and preparation of consolidated financial statements
Responsible for handling the trading transactions and tax-related issues
Review the preparation of annual budget, expenses and variance analysis
Manage annual interim/annual audits
Overall supervision of company secretary and IR duties
Manage group level ad hoc M&A projects

Interim CFO Resume Examples & Samples

The preferred candidate will partner with the CEO and Senior Management on strategic issues and provide recommendations based on financial analysis and projections, cost identification and profit optimization
Participate in the ongoing strategic planning process as an integral member of the senior management team
Develop and manage annual/quarterly budgets, monitor progress and present operational metrics both internally and externally as needed
Oversee financial and operational reporting, accounting operations, payroll, purchasing, and cash and inventory control functions
Ensure that policies and procedures (internal controls) are in place to provide reasonable assurance that the company assets are protected
Ensure that company financial reports are prepared in compliance with policies and directives, US GAAP and SEC reporting requirements
Leads both internal and external audits and periodic review of the company financial records. Minimizes inventory investment by analyzing turns; recommending inventory levels and reorder points

Executive Assistant to the CFO Resume Examples & Samples

Screen telephone calls and determine which can be handled by other areas of the bank
Answer complex inquiries which require thorough knowledge of the business unit’s policies and procedures
Compose agenda and correspondence. Maintain CFO’s calendar, coordinate and arrange large and/or recurring meetings, luncheons, conferences and seminars
May prepare materials necessary for meetings, etc. Receive and greet incoming visitors in a professional manner directing them to the proper individual and assisting them with their needs
Process and coordinate accounts payable and expense vouchers. May perform personnel activities to include coordination of interviewing/screening, employee orientation and maintenance of employee profiles
Responsible for special research/project as assigned. Collect data and conduct research for the maintenance and compilation of financial/data spreadsheets and reporting
May be assigned to assist the executive in project coordination. Duties may include creating and maintaining various project plans; serving as a project coordinator and assisting in administration duties including creating and maintaining appropriate project documentation, such as schedules, meeting minutes, etc. Create and maintain status tracking reports. May assist the manager in presenting project information
10 to 15 years’ Executive Administrative experience at the C-level. Financial services experience or experience supporting a CFO preferred but not required
High school diploma required, college degree preferred
Experience arranging complex international and domestic travel, preparing expense reports and utilizing tools for currency conversions
Excellent organizational and interpersonal skills as well as problem solving, negotiation and follow-up skills
Ability to organize and coordinate multiple projects and has good verbal and written communications ability
Conversational Level Japanese language skills
Requires excellent word processing, spreadsheet and database computer skills. Strong Microsoft Word, Excel, and PowerPoint
Familiarity with financial services terminology
Proactive, self-starter
Strong calendar management

Assistant CFO Resume Examples & Samples

General Hospital Finance/Accounting Experience
Hospital Net Revenue Analysis Experience
Prefer several years of management experience

Assistant CFO Resume Examples & Samples

Strategic Analysis - Analytical Review skills and ability to make decisions based on analysis
Communication - communicates clearly and concisely. Ability to effectively interact with Hospital and FSG Management and Department Directors
Policies & Procedures - articulates knowledge and understanding of organizational policies, procedures and systems
PC skills - demonstrates proficiency in Microsoft Office applications and others as required
Financial management - applies tools and processes to successfully manage to budget
Project Management - assesses work activities and allocates resources appropriately
Prefer 2-5 years management experience

CFO Resume Examples & Samples

Qualified membership of recognized international financial institution (ACCA, HKICPA or equivalent), preferably with Big 4 audit experience
Preferable with audit and commercial experience in sizable companies
Good command of written and spoken English, Mandarin/Cantonese
Willing to work under pressure, proactively and independently

Executive Assistant to CEO, COO, & CFO Resume Examples & Samples

Minimum 5 years of experience working as an assistant or related field
Zest, grit, self-control, hope, love, social intelligence, gratitude, and a sense of humor. J
Possess a passion for the mission of KIPP NYC
Detail oriented self-starter
Outstanding written and oral communication skills
Ability to work with a sense of urgency and under pressure
Strong computer skills, including high level of proficiency in Microsoft Office (Outlook, Word, Excel and PowerPoint)
Ability to manage multiple priorities within established timeframes and demonstrates flexibility
Strong interpersonal skills and the ability to interact with various levels of management

Executive Assistant to CFO Resume Examples & Samples

Excellent written and verbal communication skills, bilingual of English and Mandarin a strong plus
Experience in a fast-paced work environment and like the challenge of many moving parts
Excellent planning, organizational, and analytical skills
Strong skill sets with Word, Excel, PowerPoint, Outlook and web applications
Ability to manage multiple demands, work independently and meet deadlines
Exceptional organizational skills and demonstrated attention to detail
Demonstrated ability to exercise absolute discretion and maintain confidentiality
Highly motivated and able to work well independently or as part of a team
Ability to work in a high pressure fast paced environment
Ability to multi-task and prioritize work, strong time management skills
8+ years' experience as an Administrative/Executive

CFO China Resume Examples & Samples

Key business partner within WB China’s senior management team. Contribute financial, local, and international business expertise to support WB’s growth initiatives. Drive the preparation and delivery of presentations for investment and business initiatives
Provide analytical framework and relevant financial reporting metrics to support WB growth targets
Lead and manage finance-related change initiatives to support WB China’s Country Manager structure
Develop WB China’s Country Manager financial planning and analysis for Corporate and Business Units to communicate financial goals, measure performance, and define direction for all lines of business

Desert Mountain States Market Cfo-phoenix Resume Examples & Samples

10+ years of relevant financial and operational management experience
5+ years of Healthcare experience
Ability to anticipate accounting, financial reporting, forecasting, and operational issues, assess their implications, determine their impact and develop and implement an appropriate action plan
Ability to work in a matrix environment with a strong ability to positively influence other functional areas
Professional maturity as evidenced by demonstrated success in various business cycles, conditions, and complex business models
Acts as a change agent within and outside finance
Bachelor's degree in accounting and/or finance
Advanced knowledge of health care industry
Candidates with finance experience must demonstrate a strong working knowledge of managerial accounting

Temporary CFO Resume Examples & Samples

Monitor and direct strategic business plans
Work with financial and tax strategies
Oversee all transactions and processing systems
Implement operational best practices
Assist in acquisition due diligence
Provide strategic recommendations to enhance financial performance and new business opportunities
Ensure effective internal controls are in place and compliance with GAAP and applicable regulatory legislation for financial and tax reporting

Executive Assistant to the EVC / CFO Resume Examples & Samples

A minimum of five years of progressively responsible administrative professional experience supporting a senior-level executive which demonstrates that the applicant has acquired the knowledge and abilities required to fulfil the duties and responsibilities of this position. Bachelor's degree preferred
Prior experience working in a higher education environment and knowledge of higher education operations is preferred
Ability to handle highly confidential and sensitive matters
Possess excellent verbal and written communication skills including accurate spelling, grammar usage, and editing skills. Have strong interpersonal skills and the ability to interact in a professional manner with all levels of staff and CSU constituencies. This position will answer and initiate calls and e-mails to and from high-level internal and external staff, public and officials. The incumbent will need to be persistent at times in order to receive required information in a timely manner
Strong problem-solving and conflict resolution skills to manage complex assignments and/or those that require balancing interests that may be at variance with each other
This position requires that a person be highly organized and very detail oriented and able to handle the EVC/CFO's detailed and complex calendar as well as multiple tasks simultaneously in a pressured environment with frequently shifting priorities and minimal supervision. Must have tolerance for ambiguity and ability to juggle multiple tasks simultaneously. Ability to take initiative and use sound judgment in completing tasks, solving problems, developing solutions, and prioritizing work. Ability to prioritize tasks to ensure completion in a timely manner to meet deadlines and expectations
A self-starter who works well independently when given basic instruction from a supervisor, and who will take initiative to develop new office processes or procedures to improve administrative efficiency, and assist with new projects and initiatives within the office as the need arises. Must work well in groups
Experience using software such as Word, Excel, PowerPoint, and Sharepoint, and be comfortable learning new software applications as required. The Executive Assistant may be asked to quickly and accurately produce charts, graphs or tables, as well as draft letters, presentations, and other documents. Be familiar with standard office equipment (printers, copy machines, scanners)
Advanced skills/experience using Microsoft Outlook to coordinate, manage, and schedule meetings as well as manage shared email boxes and contacts

Ccar CFO Attestation Lead Resume Examples & Samples

Extensive experience with control frameworks in application and/or development
Experience coordinating projects or processes across multiple teams/constituents
Control and discipline mindset: ability to identify and close risk, issues and open items
Intellectually curious with a genuine interest in knowledge gathering and problem solving
Solid analytical and problem solving skills: ability to think through and outline work processes in a thoughtful and detailed manner
Solid organizational, multitasking and prioritization skills. Ability to remain calm under pressure
Solid written and verbal communication skills with ability to prepare and present executive level presentations
Solid interpersonal and relationship developing skills
Solid leadership, influencing and facilitation skills
Knowledge of or direct experience with accounting, regulatory and controls environment
Solid PowerPoint, Excel and Word skills
Experience in Microsoft Project and Visio, a plus

Medicaid Market CFO Resume Examples & Samples

Provide monthly financial reporting of key business initiatives
Develop systems for key financial and operating initiatives, as needed, as business growth occurs and matures
The Philadelphia Market CFO will generate forecasts and analyze trends in sales, SG&A, provider performance, product line profitability, membership, medical costs, premium yields, and other areas of the business
Establishes and cultivates a strong relationship with the financial leaders in the state
Provides comprehensive balanced advice on finance policies
Frequently interacts with senior leaders, inside and outside the organization, to influence those leaders to adopt new ideas, products, and/or approaches
Develops and executes strategies that span a large business unit
Product, service or process decisions are most likely to impact multiple functions and/or customer accounts (internal or external)
Undergraduate degree in Finance or equivalent field
3 plus years of Medicaid Finance experience

CFO DC Resume Examples & Samples

Lead all aspects of the accounting function, including general accounting, financial, treasury management, and cost control, to include monitoring ongoing expense reporting and budgeting by department
Supervise the A/R, A/P, and Payroll functions
Prepare, validate, and deliver accurate and timely financial reports
Work closely with the sales & marketing department as well as inventory controls to ensure satisfactory profit margins
Focused on maintaining tax compliance and taking advantage of tax credits
Aggressively manage cash flow while coordinating financing activities with external agents
Maximize the return on all company's assets and the investment portfolio
Advanced degree and CPA preferred
Experience in the hospitality industry ideal

CFO Resume Examples & Samples

Direct the overall financial policies, procedures, staff, and other resources. Act as a strong business partner to the CEO and leadership group. This role will act as part of the senior leadership team
Ensure that effective internal controls are in place and that accounting is in accordance with GAAP/IFRS and applicable international, federal, state and local regulatory laws and rules for financial and tax reporting
Ensures that all financial covenants are met, including the compliance with all financial reporting requirements on all debt instruments
Provide timely and accurate management reporting essential to appropriate decision making
Oversees processes for financial forecasting, budgets and consolidation and reporting. Ensures processes meet the needs of the business
Responsible for selection and implementation of any technology used within the financial services group. Review of existing technology and determination of appropriate technology resources to meet the needs with the department and its stakeholders
Oversight of the development of tools and systems to provide critical financial and operational information to senior management and internal stakeholders and make actionable recommendations on both strategic and operational issues
Oversee financial functions including accounting, budgeting, credit, insurance, tax, and treasury
Oversee cash flow planning and ensure availability of funds as needed by forecasting capital, facilities, and staff requirements, identifying monetary resources, and developing action plans
Evaluate financial performance by evaluating trends, establishing critical measurements, determining productivity and quality, and providing such information on a timely basis to order to resolve potential issues or make midstream operational changes
Monitor and report on a timely basis actual financial performance through analysis and reporting of significant variances to budget. Provide update financial forecasts measuring impact on both a profitability and cash flow basis

Svp-cfo, Investor Group Resume Examples & Samples

Minimum of 15 years of finance experience in roles of increasing responsibility within a high growth, complex business with scale
Must have a strong background in finance and capital markets – an individual who understands the financial, accounting and tax implications of a broad range of transactions
Experience with capital market transactions including securitization, debt offerings, capital raises and other structured products
Financial services (asset management, brokerage) or fintech experience highly preferred
Successful track record of working closely with executive leadership in providing insight and influencing the financial implications of major business decisions, strategic objectives & M&A
A team player who works effectively in a team-based organization, collaborates cross-functionally, exercises influence at senior levels, and builds trust and credibility easily at all levels in an organization. Someone who readily builds consensus and achieves agreement on key initiatives and priorities

Division CFO Resume Examples & Samples

Full P&L responsibility for $100 million division
Manage areas of Cost Accounting & analysis and standard setting
Month-end Financial Review and Reporting
Working Capital Management
Inventory reserves
Forecasting/Budgeting
Help implement policies & procedures
Supervise staff of 4
You hold a four year degree and have at least 3 years Controllership experience in

Medicaid Missouri Market Cfo-st Louis Resume Examples & Samples

The St. Louis, Missouri Market CFO will generate forecasts and analyze trends in sales, SG&A, provider performance, product line profitability, membership, medical costs, premium yields, and other areas of the business
The position researches economic progressions to assist with the organization's financial planning; presents monthly, quarterly, annual operating results with findings and recommendations to internal stakeholders; and prepares health plan budgets and related analysis in conjunction with centralized support areas
Establish and cultivate a strong relationship with the financial leaders in the state
Manage and thoroughly monitor strategic projects that have an impact inside and outside of finance
Direct others to resolve business problems that affect multiple functions or disciplines
Contribute to the development of business strategy
8+ years broad experience in multiple Finance disciplines
2 + years Health Care industry experience, within finance
Ability to complete complex projects influence change in complicated, fast paced, matrix environment
Demonstrated success partnering with, leading and influencing multiple teams responsible for complex operations

CFO Resume Examples & Samples

Create, coordinate, and evaluate the financial programs and supporting information systems
Oversee outside accountants’ preparation of audited financials
Approve and coordinate changes and improvements in automated financial and management information systems
Preparation of financial statements, financial reports, special analysis, and information
Reports
Oversee the approval and processing of revenues and expenses, department budgets, salary updates, ledger, and account maintenance and data entry
Design and incorporate finance, accounting, billing, and auditing procedures
Establish and maintain appropriate internal control safeguards
Interact with other managers to provide consultative support to planning initiatives
Develop and direct the implementation of strategic business and/or operational plans
Ensure records systems are maintained in accordance with generally accepted auditing standards
Analyze cash flow, cost controls, and expenses to guide business leaders. Analyze financial statements to pinpoint potential weak areas
Establish and implement short- and long-range departmental goals, objectives, policies, and operating procedures
Expert in Excel
3-5 years’ experience in accounting and financial management
Experience with all aspects of the Controller function, including financial analysis, planning and reporting
Have the ability to document and improve procedures. ISO or Lean a plus!
Build financial models
Work in QuickBooks and help the transition into a more robust system in the near future

Senior VP & CFO Resume Examples & Samples

Coordinate cross-function and cross-site financial forecasting
Maintain banking and capital relationships and oversight to assure support for the company on an ongoing basis
Define and manage the company’s investment policy
Optimize the company’s global cash management strategy
Interface with and present to the Audit Committee
Management of all day-to-day and year-end accounting practices, including management’s assurance that the company’s accounting practices comply with all aspects of Sarbanes-Oxley 404
Serve as the liaison to all financial institutions, public accountants, and attorneys as appropriate
Develop and implement the finance function’s goals, policies and programs to reflect the desired standard of performance for all areas of accountability
Participate in investor relations activities
Assurance that the company has the appropriate financial controls, policies, procedures and systems in place to support its continued growth
A more sophisticated financial planning and analysis capability, which goes beyond the reporting and analysis of financial information to a capability that guides, informs, and frames the business decision, so that decisions are made with a robust sense of financial impact, prioritization, execution, and financial risk
A continued strong role for finance as a business partnering function which fundamentally helps increase shareholder value

VP & Cfo Resume Examples & Samples

Accountable for the preparation, delivery of the financial reporting and analysis functions, forecasting and planning
Establish RPS business targets (which may meet/exceed company targets) for the effective financial management and achievement of business goals, including pricing and standards. Provide strategic financial consulting and analysis to support business objectives. “Strategic Advisor” to the General Manager and the leadership team for the business, providing timely, insightful financial analysis and recommendations on how to help continue to grow the business profitably
Manage multiple bases for legal entity reporting including IFRS, US Statutory and Bermuda Stat
Provides oversight for control processes across the organization and is responsible for review and sign off of new business pricing
Financial lead on key strategic initiatives such as the “Retirement/Participant Journey” initiative across our WAM retirement businesses globally
Ensure that actuarial reserve processes are well controlled and comply with appropriate valuation standards
Manage and report on reinsured business within RPS
Monitor and report on RPS business progress in achieving financial targets established by the company and ensure that all financial reporting and analysis standards and requirements are met (DCAT, strategic planning, business plan, monthly and quarterly reporting)
Take a leading role as part of the RPS management team to develop new creative strategies to meet business objectives that are consistent with financial objectives
Provide oversight to the asset/liability management of the business
Ensure the sound management of expenses in the business unit. In particular, ensure that pricing expense factors accurately reflect current costs, expense gaps are managed, and that expenses are monitored and controlled
Manage all financial reporting and planning requirements for multiple legal entities
Manage reporting valuation and hedging processes as required for business with segregated fund guarantees (eg. guaranteed income for life product features)
Ensure timely and accurate internal and external financial reporting to provide management with sufficient MIS to make informed strategic and tactical business decisions to build on the success of the RPS business unit
Strategic Leadership and People Development: Consistently demonstrate behaviors that support John Hancock values. Challenges, coaches and enables each staff member to develop to their fullest potential and maximize their contribution to the department
20+ Years of Senior management experience in a complex, client-focused growth business
Seasoned financial professional with experience in Finance, accounting and actuarial processes within the Retirement or Wealth Management industry
Professional designation (e.g CPA, FSA CFA) a strong asset
Strong conceptual and strategic thinking ability
Strong communication skills to translate complex technical issues into fundamental concepts for use by non financial management
Strong influencing skills to influence the RPS management team and other financial, divisional, and corporate management
Ability to handle multiple complex tasks concurrently
Ability to handle ambiguity in reporting relationships and decision-making processes
Understanding of US marketplace, US and Canadian regulatory environments
Superior ability to understand financial concepts quickly and make good judgment decision based on limited information
Strong preference for role to be located in Boston

Special Assistant, Box CFO Resume Examples & Samples

As Special Assistant to the Commissioner, prepare for and travel within New York State with the Commissioner to visits with schools, constituent groups, and stakeholders. Handle all follow up assignments related to these meetings
Work closely with the Executive Deputy Commissioner and the Deputy commissioners, collect and coordinate the topics for the monthly Board of Regents annotated meeting agenda while continually updating the annotated meeting agenda as changes are needed
Collect, review and proof all monthly Board of Regents items for Commissioner and Executive Deputy Commissioner review and signature for mailing to the Board members
Act as a liaison with the Secretary to the Board of Regents on the monthly Board of Regents mailing of the Board items
Update the Board of Regents website with the Board items and slide decks for the monthly meeting
Maintain a Board of Regents look ahead spreadsheet of monthly Board items
Work closely with the Secretary to the Board of Regents, facilitate the gathering of responses and tracking of requests that come into the Executive Deputy Commissioner from Board members. Draft responses to the Board members for Executive Deputy review
Coordinate, for the Executive Deputy Commissioner, all workgroups set up by the Board and track the progress of the workgroup and their assignments including establishing a project management timeline, closely monitoring the timeline and following up daily on the progress; and
Perform other duties as assigned by the Executive Deputy Commissioner
Salary leads to $83,839 based on annual performance advances

Executive Assistant to CFO Resume Examples & Samples

Acts as key point of integration across various groups to collect and distribute information
Acts as a Liaison among the individuals in the department
Demonstrates professional phone and email etiquette skills
Meet and greet partners prior to meetings

Assistant CFO Shared Services Resume Examples & Samples

Client Services Revenue Cycle Financial Reporting
Accounting (Month End Close, Reconciliations, A/P, FTE productivity)
Payor Analysis (Logging, Modeling, Cashiering)
Payment Resolution (Clinical Appeals, Overpayments, Underpayments)
IT&S (Application Development, Operations)
Interdepartmental Dependencies for entire PAS Operations
Understanding of Bad Debt and Charity policies
Understanding of Client Services Revenue Cycle influence on Hospital Ledgers
Hospital Financial Analysis, including components of Net Revenue, Charity and Bad Debt
Budgeting process
Various Meetings with Payors, Senior Management, FSG, Hospital Management
System Interactions, Conversions, Masterfiles
Sarbanes-Oxley and Internal Audit requirements
Communication with Hospitals and Client Services Revenue Cycle Staff (varying levels of translation/interpretation/detail)
Hands-on experience interacting with CEO, COO, Division Management and multiple department directors

CFO & Value Targeting Resume Examples & Samples

Finance process excellence and standardization
Finance shared services design and implementation
Digital Finance
CFO Assist, M&A and IPO Processes
Finance Strategy
Finance Processes Excellence
Finance Shared Services Design and Implementation
M&A Assist and IPO led Finance activities
Driving Risk and CFO agenda
Technology led Finance Transformation programs
Build the CFO & Enterprise Value Management Consulting team (erstwhile called as Finance & Enterprise Performance) in the Middle East Region – hiring the right talent, training and people development activities and mentorship
Build a high performing team focussing on Finance Consulting including Finance process improvements, M&A assist and IPO led Finance activities establishing Shared services design and implementation, divining Risk and CFO agenda along with Digital Finance capabilities
Ability to shape client leadership conversations and help selling Finance transformation deals working with senior client leadership and internal Accenture leaders
Lead large Finance transformation engagements and proven record of delivering to client expectations
Managing Senior Finance stakeholders – CFO and CFO reportee’s
MBA – Finance, CFA or CFA equivalent
Overseas or MNC working experience
12-20 years of Finance transformation experience preferably candidates from Consulting firms or Companies involved in setting up of Captive Shared Services
Functional expertise should include - Corporate Finance and Finance Strategy, M&A assist and IPO led Finance transformations, Finance Processes, Establishing Shared services or BPO Outsourcing, Driving Risk and CFO agenda, Digital Finance
Have led 2-3 large scale Finance transformations
Proven track record to have sold Finance transformation deals preferably in the Middle East market
Experience in setting up or leading Consulting practice
Functional domain expertise (2-3 areas minimum with working knowledge on rest) - Finance Consulting - Corporate Finance and Finance Strategy, M&A assist and IPO led Finance transformations, Finance Processes, Establishing Shared services or BPO Outsourcing, Driving Risk and CFO agenda, Digital Finance

CFO Resume Examples & Samples

30% 2. Financial and Business Reporting: Ensure all reporting is timely, accurate and relevant. Ensure all United Way Worldwide reporting guidelines are met. Specific areas of responsibility include: monthly and fiscal year-end financial statements, supporting schedules for the annual tax return, supporting schedules for the annual audit, donor tax receipts, ad hoc analyses
20%3. Financial Operations: Supervise finance stall to ensure all business transactions are recorded in an accurate and timely manner in accordance with Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards (FAS)
10%4. Controls: Ensure proper segregation of duties is documented and maintained throughout all processing cycles (revenue recognition, accounts receivable, accounts payable, payroll). Ensure cash is handled in a secure environment. Ensure all donor designations are disbursed in accordance with United Way policies, are appropriately authorized, and made according to donor wishes. Periodically review core processes and internal controls
Bachelor’s degree in finance or similar required
MBA and / or CPA required
7 years of financial management experience required
Non-profit financial management experience preferred
Expert knowledge in Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards (FAS)
Skilled in best business practices

Division CFO Resume Examples & Samples

The CFO has the ultimate responsibility for providing timely and accurate financial information to the Division President, Region, and Corporate and is responsible for assuring that Corporate policies and procedures, as defined in the Corporate Operations Manual, are carried out
The CFO is responsible for ensuring that efficient policies and procedures and the proper internal controls are in place and for ensuring the accuracy of the division’s financial reporting processes
The CFO will make sure the Division’s books are prepared and closed within the monthly guidelines established by the corporate office, and that the financial statements accurately reflect the Division’s operations
The CFO is also responsible for assuring that all division personnel understand the Horton philosophy and do not spend money unnecessarily
The CFO is responsible for making sure that all potential land deals meet the required corporate, regional and Division requirements. The CFO is also responsible for monitoring Development and S&B budgets to make sure there is adequate backup to support these amounts and to investigate subsequent changes
The CFO is also responsible for analyzing, improving and implementing new policies and procedures to keep up with technology enhancements and create more efficient operations
The CFO is responsible for making sure that all appropriate Division personnel are adequately trained and understand how to utilize the JDE accounting system
The CFO is directly involved in all aspects of the Division’s homebuilding operations with the authority to interact with all departments and to determine if current departmental policies are efficient and will promote the greater well being of the Division

Cfo-govcon Resume Examples & Samples

Responsible for setting all financial, contractual and information technology policies and procedures for the company
Define and monitor adherence to internal controls ensuring compliance and safeguarding of company assets
Development of annual financial budgets and financial forecasting, working closely with operations assuring that projections accomplish corporate goals
Ensure proper accounting / contracting practices and guidelines are in place to adequately complete cost proposals to meet business development needs and to meet corporate earnings expectations
Monitor and assist Contracts department policies and procedures, to ensure company is compliant with federal, state, local and contractual laws and regulations, and that mechanisms exist to elevate corporate and financial risk concerns
Develop, prepare and report financial strength of company, to Sr. Management, external stakeholders and other parties as needed
Ensure the smooth operation within all Finance & Accounting areas of responsibility, including the design of systems and processes for functional areas including cash management, accounts receivable, accounts payable, payroll, month-end close, and financial reporting
Manage relationships with external F&A service providers, including banks and treasury management organizations, investment bankers, and insurance agents
Coordinate financial and government audits, working closely with external auditors, and government agencies
Track adherence to government contracting requirements, including submission of incurred cost rate proposals and submissions
Monitor cash flow metrics, including debt levels, borrowing and compliance with lending covenants
Bachelor degree in Accounting or Finance (MBA and/or CPA is strongly preferred)
GAAP, working knowledge of the FAR, Government Contract Accounting, DCAA contractor information and Cost Accounting Standards a plus
Working knowledge of Epicore helpful
Experience working on the financing, due diligence and integration relative to mergers, acquisitions and divestitures a plus

Director / CFO Restructuring & Turnaround Resume Examples & Samples

Action oriented self-starters with entrepreneurial flair
Comfortable working independently in addition to in high performing teams
Possess excellent financial skills (often they hold recognised accounting qualifications), analytical rigour and a demonstrable track record of success as a CFO of an international business of significant size, scale and complexity
Have an understanding of operational restructuring including the optimization of all aspects of a business
Proven expertise in Turnaround and Restructuring gained in a major advisory firm
Proven experience as a CFO in an international business of significant size, scale and complexity
Experience in Turnaround Management, including business plan development, financial projections development and review, designing and implementing cash conservation guidelines and controls
Ability to conduct an initial rapid diagnostic into a company's immediate and future cash needs, product profitability, cost base, major operational issues, market position and options for restructuring
Develop fact based analysis to examine the root cause of problems through reviewing performance figures and analysing data
Experience in developing and implementing performance improvement solutions to solve under-performance on both cost and revenue lines
Robust understanding of accounting and business plan modelling
Proven experience in operational restructuring including success in a CRO role
Demonstrate recent, relevant leadership experience in a bankruptcy or turnaround situation
Collaborating with company management on interim and crisis management assignments – often undertaking the FD/CFO, or VP Ops lead roles. These roles will include designing contingency plans and implementing and managing short-term cash flow
Connections with and exposure to private equity (large and mid-cap), associated with restructuring and turnaround
A Bachelor’s degree from an accredited university
ACA / RA qualification is preferable, as is experience gained with one of the ‘Big 4’ firms is, ideally from within the Transactions and/or Corporate Recovery practices or the preferred candidate will have a combination of advisory and line management with P&L responsibility
MA or MBA degree is highly advantageous
Fluency in Dutch and English are essential and one or more European languages is highly desirable

Senior Director, CFO Services Resume Examples & Samples

Solid finance and accounting background with a preference for former CFOs, finance directors, FP&A directors, treasurers and controllers
Leading an organization through a time-sensitive project (e.g., restructuring, carve-out or acquisition) and managing the process through to completion
Improving the performance of a finance organization by upgrading staff skills, re-designing processes, or implementing new systems (NetSuite and MS Dynamics a plus)
Strong financial modeling experience and solid understanding of financial statements – development of 13 week cash flows is preferred; experience with Tableau and think-cell software is a plus
Proven experience building budgets, EBITDA forecasts, and cash forecasts to guide and support executive management decision making – experience with management reporting dashboards is a plus
International treasury and currency hedging experience is a plus
Structured project management (time, team and work-stream’s management)
Initiative and drive
Flexible and creative thinking
Ability to identify key operational performance drivers, cash flow forecasting, and flexibility to support clients with a broad array of issues
Bachelor’s Degree in Business Administration, Accounting, Finance, or related field, with ten + years of previous related financial management roles, performance improvement operations consulting, accounting diligence, or restructuring experience
MBA or other advanced degree or certification preferred (e.g., CPA, CFA, etc.)
Existing PE relationships a plus (personal or professional)

Manager, CFO Services Resume Examples & Samples

Solid understanding of finance and accounting, with a preference for former controllers and assistance controllers, finance managers and directors, FP&A managers and treasury managers
Working with team members through a time-sensitive project by structuring a work plan and managing the process through to completion
Developing findings and making strategic recommendations
Treasury / cash management experience a strong plus
Systems implementation experience a plus
Synthesizing meaningful insights from data, opinions, or facts
Strong written, oral and analytical skills
Critical thinking skills
Ability to deliver time-pressured project on-time and on-quality
Client relationship building
Bachelor’s Degree in Business Administration, Accounting, Finance, or related field, with five + years of previous related finance roles , performance improvement operations consulting, accounting diligence, or restructuring experience
Flexibility to travel up to 80% of the time

Cfo-small Growing Company, Local Candidates Resume Examples & Samples

Have a Bachelor of Science degree in Finance, Business, Accounting or Economics
Have a Healthcare background or some Healthcare experience in the recent past of resume
Have 15+ years of Accounting/Finance experience
Demonstrated leadership skills and experience in managing goals through collaboration and teamwork and leading financial reporting,
Ability to supervise staff
Have good written and verbal communication skills
Strong interpersonal and oral/written/presentation communication skills required
Only qualified candidates will be considered and contacted. Please no phone calls
Client is ready to hire asap!!!!

100

CFO Resume Examples & Samples

Bachelor's degree along with 5+ years of related experience
Hospitality experience
Experience managing large teams

101

CFO Intern Resume Examples & Samples

Perform challenging tasks in one of the several FACT related departments to offer exposure and understanding of Bayer’s financial processes and procedures to gain as much knowledge as possible in the various parts of the organization
Observe and work with experienced senior level staff to gain knowledge about procedures, methods and standards that are required for performing successfully within the FACT community
Establish a foundation for effective networking and long term relationships within the Bayer FACT community
Gain exposure to the different areas of the FACT community in order to foster the understanding and collaboration between departments necessary to function in advanced capacities
The Intern will report to the Director of Accounting Projects, QA, ICS, a member of our leadership team and become actively involved in projects/initiatives that will require technical ability to understand and apply financial and analytical knowledge to a wide range of situations with varying degrees of complexity
Providing Analyzing financial data for various Accounting purposes financial and audit support for to provide basis for decision making the U.S. organization with increased responsibility and accountability
Participating in short term projects and innovation initiatives across the organization to better leverage capabilities and expertise of the FACT community
Making decisions that align with business strategy; while improving quality, efficiency and introducing cost saving ideas
Partnering with internal and external contacts to build network and strong working relationships
Enrollment in a Bachelor’s degree program or Master’s degree program; with a minimum the completion of Sophomore year of undergraduate studies or first year of graduate studies
Educational experience should have focus within International Business Management, (Corporate) Finance, Accounting, Controlling, Auditing, General Management or relatable field. Previous Internships should be at least a minimum of two months in duration
Minimum overall GPA of 3.25 within your Bachelor/Master program preferred
High level of motivation, energy, passion for excellence, self-confidence, self-starter and the ability to work independently
Demonstrated use of financial, operational, and business judgment and the ability to adapt to changing circumstances
Demonstrated interpersonal and communication skills including an ability to interact with and establish good working relationships with diverse individuals
Advanced PC skills; experience with using Microsoft Office, Excel and PowerPoint
Behavior that exemplifies Bayer’s LIFE values
At least one semester of International studies abroad is preferred
Must be legally authorized to work in the US

102

CEO / CFO Certification Controls Co-op Resume Examples & Samples

Analyze and document key business processes
Test certification key controls
Support the quarterly certification process
Support the upgrading of departmental processes and systems

103

CEO / CFO Certification Controls Co-op Resume Examples & Samples

Working towards a degree in Business, specializing in accounting and/or finance
Interest in/working towards an accounting designation
Good problem solving capabilities

104

Cfo-multi Resume Examples & Samples

At least 3-5 yrs of Experience as a Controller/VP/CFO for a $200M+ revenue size company
Experience working in a multi-plant/location company
Good knowledge of ERP systems/Implementation
Hands-on but able to have a Macro view
Steady tenure that can partner with the President
Bachelors degree in Accounting or Business. - CPA/CMA/MBA is strongly preferred
5+ years supervisory accounting experience of a staff of 10+
Ability to train and supervise Accounting staff. - Financial reporting skills
*Please e-mail resume with references and salary history directly to Charles Stevenson at charles.stevenson@roberthalf.com Charles(dot)Stevenson(at)roberthalf(dot)com. If previously registered with Robert Half Finance, please contact your recruiter and reference JO# 00350-0008997922

105

CFO Resume Examples & Samples

Serve as a member of Executive Management on issues related to company strategy, financial management and key business imperatives
Provide guidance to Executive Management on all strategic matters related to budget management, cost benefit analysis, forecasting needs, asset maximization and securing new funding
Manage the Finance and Accounting staff
Prepare and coordinate the filing of all financial statements for the firm's public funds and their subsidiaries in compliance with SOX (where applicable), GAAP, and applicable federal, state and local regulatory laws and rules for financial and tax reporting
Work directly with the funds� auditors to facilitate a timely and efficient audit
Coordinate with the funds� external tax preparers to ensure the accurate and timely completion of tax returns including timely distribution of K-1s for unit holders
Manage all payables and receivables for the funds and their subsidiaries
Establish and maintain cash controls, including reconciling general ledgers and bank statements monthly
Prepare holding company financial statements and ensure compliance with U.S. GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting
Prepare annual operating budget and monthly financial forecasts to ensure the Company has sufficient liquidity and an appropriate capital structure to implement its business plans
Oversee the firm�s banking relationships, proactively assessing for future operational and capital needs

106

CFO Resume Examples & Samples

Prior experience as the head of a finance & accounting team
Experience overseeing financial consolidation & reporting of many locations/divisions
Experience managing the operational aspects of an organization
Proven history of process improvement, strategic leadership, and planning & execution
MBA preferred, CPA/CMA a plus

107

Medicaid Market Cfo-houston, Texas Resume Examples & Samples

The Texas Market CFO will generate forecasts and analyze trends in sales, SG&A, provider performance, product line profitability, membership, medical costs, premium yields, and other areas of the business
Member of the health plan's senior leadership team
Frequently interact with senior leaders, inside and outside the organization, to influence those leaders to adopt new ideas, products, and/or approaches
2 plus years of Health Care Finance experience

108

Cfo-intermix Resume Examples & Samples

Manages a team of about 10 people in FP&A, Company Planning, Corporate Accounting and Field Finance
Create and implement a long-range financial plan that supports the brand strategy
Engage with Intermix LT to ensure alignment and execution of brand priorities
Help manage the brand’s investment decisions, including real estate
Partner closely with Inventory Management in order to maximize margin
Drive creation of economic value by providing analysis to support resource allocation to highest returns
Manage the brand’s core financial processes: annual budget, forecasting, periodic business performance reviews, investment analyses, monthly close and internal control environment
Strong executive presence with the ability to influence across the brand and corporate finance at senior levels
Trusted advisor and thought leader on strategic issues in order to drive results
Demonstrated capability in building, motivating and inspiring teams
Strong verbal, written and formal presentation skills, including ability to communicate complex financial issues in a simple way
Strong interpersonal skills: works well as part of a cross-functional team
Reputation for objectivity and seasoned business judgment
Bachelor’s degree in finance, business or economics preferred; MBA desirable
12+ years of relevant business experience and progressive leadership required
5+ years of experience in Company Planning and/or Inventory Management required
5+ years of experience in supporting a brand required
Fashion retail experience a plus

109

CFO for Well-established & Profitable Construction Company Near Resume Examples & Samples

Stable and highly profitable organization that has been in business for over 75 years
Healthy and diverse team environment, high morale, low turnover
Team-oriented culture, highly visible role, strong leadership team that invests in its employees

110

Medicaid Market Cfo-houston, Texas Resume Examples & Samples

Work side-by side with the Business Team and / or Finance personnel within OptumHealth and / or across other aspects of UnitedHealth Group, to fully understand the business and support the financial goals and objectives
Develop and implement controls to support these goals / objectives as needed
Frequently interact with senior leaders, inside and outside the organization, to influence those leaders to adopt new ideas, products, and / or approaches
Entrepreneurial approach to developing innovative solutions to meet customer / business needs
Provide leadership to and is accountable for the performance and direction through multiple layers of management and senior level professional staff; work most often impacts a large business unit, or multiple markets / sites
Product, service or process decisions are most likely to impact multiple functions and / or customer accounts (internal or external)
BA / BS in finance, accounting or related field
8+ years of relevant financial and operational experience
2+ years of Health Care Finance experience
Exceptional financial acumen and P&L management skills
Proven experience driving business performance in a high growth environment
Extensive Medicaid Finance experience

111

Cfo-ohio / Kentucky Market Resume Examples & Samples

15 years related financial management experience including strategic and business planning, accounting and financial analysis
Extensive experience in healthcare, managed care insurance or financial services
Experience supporting a P&L

112

Executive Assistant to EVP & CFO Resume Examples & Samples

Executive calendar management of business/personal calendars with high attention to detail, accuracy and timeliness
Arrange complex domestic and international travel including all logistics, trip/meeting document preparation, and expense reporting
Coordinate internal/external meetings; reserve and prepare facilities, prepare agendas, order and organize meals as required
Develop close working relationships with the Finance Leadership Team, Executive EA Team, and other key business stakeholders across the organization to ensure strategic prioritization of the CFO’s attention
Manage department headcount information and review process including maintaining and publishing organizational chart and contact lists, and managing and maintaining org level aliases and distribution groups
Provide leadership and mentoring to other administrative staff within the Finance Leadership Team
Screen calls, relay messages and respond to inquiries as needed
Manage office equipment, supply needs, and other daily admin tasks
Demonstrate honesty, responsibility, integrity and judgment in dealing with confidential information and ensuring accurate and timely distribution of information
BS/BA degree or equivalent experience
7+ years of high level administrative experience supporting a senior executive
5+ years of experience with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Excellent organizational, analytical, anticipatory, and written communication skills
Ability to consistently and reliably be in the office during core business hours and available after hours and on weekends as needed
Solid project management, problem solving skills with ability to make independent decisions and to juggle multiple projects at once

113

Div CFO Resume Examples & Samples

Assume complete accountability for all operational (non-accounting) financial activities and accordant performance of the Division, observing appropriate governing laws where the Division does business. Embrace the fiduciary role of a chief financial officer by challenging business issues and cost structures accordingly
Work as a colleague and business partner with Divisional and Corporate Leadership, on both financial and broad-based business and strategic issues. Build trust and confidence with the Division and Corporate teams
Serve as a key member of the executive team, both at the Division and Corporate level, in providing input to management peers regarding the financial implications of all major business decisions, as well as strategic input in shaping the business objectives
Continue to improve efficiency and find ways to improve margins
Contribute to the strategic planning process and help set goals in partnership with other senior management
Implement and maintain disciplined financial planning processes and exercise effective management controls regarding revenue, expenses, capital expenditures, cash flow, ROI, EBITDA, margins, etc
Maintain finance, billing, auditing and related procedures, and maintain appropriate internal controls and safeguards. Establish and execute appropriate risk management procedures
Ensure that the Division retains a highly capable finance organization through the ongoing attraction, training and development of skilled financial professionals. Set high expectations for the team and do not accept anything less
Work with the IT function to keep financial systems up to date and capable to meet finance function needs. Assess and upgrade systems used to manage the business as needed
Has developed in finance roles of increasing responsibility culminating as the CFO of a business with more than $500 million of revenue
Has a track record of leading a Finance organization in a complex and rapidly changing business
Is proven as a strong evaluator of talent and understands how to build a team
Has experience in a healthcare services environment with an operational focus, preferably in healthcare and proven ability to improve profitability through analysis of service-line, regional and customer contribution margins providing insight and support to the management team
Is a hands-on leader with strong relationship and people skills who can command respect and confidence from all stakeholders and individuals in the organization
Is accustomed to working in a complex and entrepreneurial environment and driving a culture of hardworking, self-motivated employees with the highest level of integrity
Has a thorough understanding of finance, budgeting, and cost control principles, including GAAP
Has an undergraduate degree in finance or accounting. CPA or MBA preferred

114

California Medicaid Market Cfo-san Diego Resume Examples & Samples

Provide ongoing financial analysis of development and operational results against the budget
Work side-by side with the Business Team and/or Finance personnel across other aspects of UnitedHealth Group, to fully understand the business and support the financial goals and objectives
Develop and implement controls to support these goals/objectives as needed
Provide analysis and support for developing ideas, programs and projects
Directly supervise key financial operating personnel as required; effectively support and promote the development of staff as required
The California Medicaid Market CFO will generate budgets/forecasts and analyze trends in membership growth, SG&A, provider performance, product line profitability, medical costs, premium yields, and other areas of the business
Responsible for oversight of preparation and filing quarterly/annual NAIC financial statements and state agency specific monthly/quarterly /annual financial statements
Member of the health plan’s senior leadership team
Establish and cultivate a strong relationship with the financial leaders in the state (including DHCS and DMHC)
Provide comprehensive balanced advice on finance policies
Provide leadership to and is accountable for the performance and direction through multiple layers of management and senior level professional staff; work most often impacts a large business unit, or multiple markets/sites
Develop and execute strategies that span a large business unit
Undergraduate degree in Finance/Accounting or equivalent field
3 + years Healthcare industry experience within Finance/Accounting
Ability to complete complex projects and influence change in a complicated, fast paced, matrix environment
CPA or MBA
Prior Medi-Cal and/or medicaid finance experience

115

CFO Resume Examples & Samples

2) comprehensive knowledge of GAAP - CPA and/or MBA very highly preferred
3) current or recent Manufacturing industry experience in organizations with revenue greater than $100M and
4) previous experience in acquisitions and/or establishing financing/funding preferred

116

CFO Resume Examples & Samples

Bachelor's in Accounting or related study; CPA and/or MBA is PREFERRED BUT NOT REQUIRED
10+ years of related experience in Accounting, Finance, Reporting, Audit and/or Strategy
4+ years in managing and developing staff
BLENDED PUBLIC/PRIVATE PREFERRED BUT NOT REQUIRED
Experience reporting to an International Parent IS A HUGE PLUS NOT A MUST
Experience in Manufacturing, Consumer Products, Pharma, Chemicals, or Retail IS A HUGH PLUS

117

CFO Northern Colorado / Rural Resume Examples & Samples

Provides leadership in the achievement of financial and operational performance objectives and expectations including revenue growth, operational margin targets, effective expense management and overall efficiency measures. This includes the use of analytical processes to assure the achievement of initiatives and the implementation of performance improvement opportunities in the areas of operational performance, clinical excellence, patient satisfaction and employee engagement
Provides leadership in evaluation and assessment of growth and operational initiatives as well as the evaluation, development and implementation of strategic programs and service lines, capital acquisition (including campus planning and future expansion) and technological investment. This includes the evaluation and assessment on future facility operations to ensure strong financial and operating outcomes
Supports the achievement of performance goals, defining accountabilities and providing advancement opportunities for future leaders. This includes the role of mentor for finance staff as well as increasing financial understanding throughout the facility in order to provide a framework for sound business decisions
Provides leadership, supervision, guidance and development for staff, articulating and demonstrating an expectation for continuous quality improvement, as well as continually supporting and exhibiting company values and service standards. Identifies and provides growth opportunities for staff
Strategizes and drives process improvements focused on innovative care delivery and/or operational models designed to improve clinical services, outcomes, patient throughput, and patient safety. Promotes a patient-centered, healing environment. Promotes the use and implementation of technology in the workplace in order to streamline operations, facilitate communications, and optimize work processes
Serves as the lead for the facility and its executive leadership team in assisting the Ethics & Compliance Department oversee and manage Banner’s Compliance Program and enforce Banner’s compliance policies which include, but are not limited to: serving as a compliance liaison in receiving, investigating, and addressing compliance questions and concerns; ensuring that Banner’s compliance policies and procedures are followed; assisting with compliance investigations, audits, and monitoring activities; coordinating and overseeing compliance training and the distribution of compliance policies; and, ensuring that there is no retaliation for good faith reporting of compliance questions or concerns
Ensures and fosters a high level of collaboration within a highly matrixed team environment in order to coordinate activities, review work, exchange information, and resolve problems. Champions, models, and promotes service excellence philosophies and behaviors at the facility, regional, and system levels to enhance the overall patient experience
Functions as an integral member of facility/campus operations and system leadership teams, serving in an advisory capacity to applicable staff. In collaboration with leadership team members, directs and provides oversight regarding the strategic development, implementation, and maintenance of strong, comprehensive clinical and/or operational services and programs that meet system-wide organizational growth initiatives and the needs of patient populations in the community. Fosters the development and implementation of workforce initiatives effectively. Leads and influences change at the facility, regional, and system levels

118

Medicare CFO Resume Examples & Samples

Oversees monthly close of general ledger, including coordination of various pre- and post-close activities such as journal entry review, analytical review and preparation of financial statements. Oversees the accuracy and presentation of financial reports, and that such reports comply with regulatory requirements such as U.S. generally accepted accounting principles (GAAP) and Securities Exchange Commission (SEC) regulations
Engages with and leads internal (company-wide) and external subject matter experts to ensure timely identification and resolution of accounting issues, and compliance with evolving accounting guidance
Interprets GAAP and statutory accounting principles (SSAP) and prepares or directs preparation of technical memoranda that document issues in a clear, logical and comprehensive manner
Communicates accounting issues and evolving accounting guidance ably with senior management and, as necessary, the Board of Directors; attends all quarterly Audit Committee meetings
Drives long-term strategic planning for the Finance department, including identification and supervision of special projects, such as automation and other efforts, to streamline and improve reporting processes
8+ Years
10+ Years

119

NTS CFO Resume Examples & Samples

Work as a business partner with NTS CEO and NTS Management team on both financial and broad-based business and strategic issues. Ensure the finance team takes the lead in fact based decision making and having controls in place
Own and drive the P&L for NTS in close collaboration with NTS CEO and NTS Management team. Drive cost containment and efficiency and productivity initiatives in an engaged manner. Engage with Chengdu Finance to manage Chengdu Finance costs
Lead the financial planning cycle for NTS, including cascading of targets
Ensure that the company has a lean and highly capable finance organisation through the ongoing development of skilled financial professionals locally and in Chengdu Finance, including maintaining a succession plan and talent pipeline. Ensure adherence to Damco Finance Target Operating Model
Take overall responsibility for the financial control in line with RICC framework and other Group policies and guidelines relating to Finance, Fraud and compliance matters of the Damco activities in the Area. Champion and maintain appropriate internal controls, safeguards and risk management procedures. All business and legal obligations are met and insurances are in place
Manage improvements of financial systems and processes, while ensuring robust control over financial transactions and actively mitigate underlying risks
Oversee the management and coordination of all financial reporting for the Area. Final tax and statutory accounts sign-off. Review and sign off on HFM reporting
Ensure tight management of working capital including active credit management
Responsible for the balance sheet when it comes to timely follow up, reconciliations, managing exposures, sign off and balance sheet hygiene in general

120

Regional Cfo-imea Resume Examples & Samples

Ensure the organisation, skills, processes and systems are in place to support the effective and efficient execution of Finance and Accounting tasks across the region
Establish and supervise Internal controls in all countries in the region (RICC )
Drive the timeliness and quality of monthly financial reporting, and ensure that IMEA region adheres to global guidelines for same
Provide high quality financial forecasting and budgeting, to maintain predictability in the financial reporting
Drive Financial Transparency and awareness throughout the Region
Drive Performance Management in the Region including Area/Country
Support decision making throughout the organisation based on a deep understanding of financial risks and opportunities, combined with business knowledge
Act as the Finance representative in the regional management team, providing financial expertise to the development of regional strategies and plans
Understand and communicate how value is created or destroyed in the Region, and actively drive value creation
Responsible for regional execution of global projects related to Finance and Accounting (Finance Transformation, Cost containment initiatives, building sound control environment, system implementations, Offshoring etc.)
Manage Tax and VAT compliance in close cooperation with Centre Finance avoiding unnecessary risk or cost
Ensure working capital is managed, and any associated risk is mitigated
Drive Fraud Awareness and Risk Management
Be the gatekeeper of the Regional Strategy including execution and follow up/ measurement
Overall responsible to sign off business case and financial KPI's related to Investments, Divestments, M&A or contractual commitments

121

CFO Resume Examples & Samples

Accurate and timely preparation of month end close and financial statement preparation
Attend monthly management team meetings to discuss the month’s reports and upcoming goals
Development, analysis and interpretation of statistical and accounting information in order to appraise operating results in terms of profitability, performance against budget, and other matters bearing on fiscal soundness
Manage monthly and annual budgets and cash flow forecasting
Participates in strategic business planning as well as setting financial goals and objectives
Oversee AP and AR functions; ensuring adequate cash flow to meet the company’s needs
Manage relationships with third party Insurance, Banking, and Accounting companies
Oversee employee benefit plans
Additional responsibility for leading and directing the company’s IT and HR functions

122

Market CFO Arizona / New Mexico Resume Examples & Samples

Strategic partnership with senior leadership on the creation and execution of the strategic business plan
Partner with the senior leadership team to establish profitable, sustainable, broad-based market share growth
Develop market competitive affordable products across individual, small group and large group
Improve sales & account management performance across each line of business
Establish operating cost efficiency, including all controllable and distribution expenses
Establish capital planning requirements to support the strategic business plan
Lead in identifying market financial risks & opportunities by analyzing trends in areas including membership, pricing, provider performance, medical costs and SG&A, with proposals to mitigate & exploit
Support market case specific underwriting and pricing decisions across each line of business and geography to optimize pricing/growth
Forge trust via strong internal/external relationships with the market, region, and national teams, including Pricing, Underwriting, Health Care Economics, Network Pricing, Sales, Regional Finance, and Corporate Finance to achieve market/regional goals
Lead strategic projects that have an impact inside and outside of Finance
Make enhancements to system of internal controls
7+ years of relevant financial and operational management experience
Proven experience driving business performance in a high growth environment. Entrepreneurial spirit. Always looking for opportunities to improve and grow the business
Previous managerial experience of professional finance staff
Strong working knowledge of managerial accounting

123

Vnc-area CFO Resume Examples & Samples

Work as a business partner with the Area Manager and Area Leadership Team (ALT) on both financial and broad-based business and strategic issues. Ensure the finance team takes the lead in fact based decision making and having controls in place
Own and drive the P&L for the Area in close collaboration with the ALT. Drive cost containment and efficiency and productivity initiatives in an engaged manner. Engage with GSC to manage GSC costs
Lead the financial planning cycle for the Area, including cascading of targets
Active involvement in managing change of people, structures and processes in the organisation to deliver profit, control costs and win sustainable new business
Ensure that the company has a lean and highly capable finance organisation through the ongoing development of skilled financial professionals locally and in GSC, including maintaining a succession plan and talent pipeline. Ensure adherence to Damco Finance Target Operating Model
Take overall responsibility for the control in line with RICC framework and other Group policies and guidelines relating to Finance, Fraud and compliance matters of the Damco activities in the Area. Champion and maintain appropriate internal controls, safeguards and risk management procedures in adherence to the authority matrix. All business and legal obligations are met and insurances are in place
Proper and timely follow-up on audit findings and implementation of sustainable resolutions
Monthly review and sign-off of Balance Sheet and PnL
Responsible for non-salary overhead costs (optional)
Oversee the management and coordination of all financial reporting for the Area. Final tax and statutory accounts sign-off. Review and sign off on HFM reporting (at least at year end)
Sign off on business cases for e.g. new warehouses, offices and other leases or purchases. Ensure business cases comply with the global and regional requirements in terms of content, quality and financials

124

CFO Skale Resume Examples & Samples

Ensure general management of administrative and financial areas, including the activities of financial planning, accounts payable and receivable, charging, management of company equity, administrative purchases, fiscal management, auditing, treasury routines, controllership, and budget management
Ensure the balance and financial health of the company, through control of investments, wealth, revenues and expenses, as well as guiding the preparation of annual budget and monthly reviews of costing and investment, ensuring transparency and reliability of accounting facts
Plan, analyze and monitor budget execution, cost and economic-financial studies
Managing costs, identifying wasteful factors, taking the necessary corrective actions to reduce administrative costs and operational impacts
Identify needs for changes in working methods or administrative and financial processes, evaluating the needs to implement new services, policies, rules and work procedures
Ensure the progress and quality of the operational activities regarding routines under his/her responsibility
Ensure the application of best practices to the contract administration processes with clients and suppliers
Support business areas through creation and analysis of management reports, performance indicators and conducting economic viability studies for new projects and products
Conduct benchmarking of best practices in processes, controls, legislation and rules of the Kantar Group and WPP
Be part of the Company Board Brazil to support Commercial, Financial, Organizational and Operative strategy in the short, medium and long term
Resident in Brazil
Bachelor in Business Administration, Accounting Science, Economics or some related course. MBA in Finance, Accounting
Minimum 10 years of experience in financial area, being at least 5 years in management positions
Previous experience in service companies and/or market research is desirable
Microsoft Office domain
People management / Excellent people skills
Strong organisation
Good vision of analysis
Hands-on, curious and self-motivated
Focus on quality
Team working / Team player
Strategic business vision
Openness to share know how
Solve problems creatively and seek opportunities for improvement and development
Maintain focus at all times, while being able to make decisions under complex and demanding circumstances
Be alert to changing situations, show flexibility in approach, adaptability in difficult circumstances and continuously strive to achieve a result
Influence and persuade a variety of people in changing situations
Act in the best and fullest interest of the organization at all times, irrespective of the situation
English and Spanish fluency is mandatory

125

Executive Assistant to CFO Resume Examples & Samples

Performing administrative functions, some of which are of a highly confidential nature
Flexibility of hours/responsiveness
Working closely with the CFO and other members of Senior Management under time-sensitive deadlines
Prepares presentations, reports and other confidential documents using Power Point, Excel, and Word for use by senior leadership and Board of Directors
Communicating and coordinating with various departments across the Organization
Managing calendars and schedules with authority to schedule appointments and meetings, resolving schedule conflicts as necessary
Managing travel arrangements and creating expense reports using SAP system
Executing required processes for international travel including processing VISA's, letters of invitation, etc
Composing correspondence upon request
Communicating with outside vendors
Assisting with Purchasing requisitions and goods receipts
Ordering supplies using corporate credit card and Payment.Net system
Processing paperwork to move/transition/onboard employees, including phone, cubicle/office space, network access, etc
Receives, screens and directs incoming calls, visitors, and mail
Processing overnight shipments using web-based system
Providing back-up for other Administrative Assistants, including CEO’s Executive Assistant
Maintaining departmental databases and other electronic and paper records
Acts as an intermediary to reduce intrusions on executive’s time
Establishes and maintains filing system that includes confidential personnel and customer files, in accordance with records management procedures. Responsible for retrieving filed documents and materials
Solicits, prepares and administers meeting agendas and action items
Solves practical problems and deals with a variety of concrete variables in situations where only limited standardization exists. Interprets a variety of instructions furnished in written, oral, diagram, or scheduled form
Coordinate logistics for Board of Directors meetings including flights, ground transportation, hotel, meeting arrangements, and catering
Occasionally travel with CFO and other senior management executives to provide on-site executive level support for Board of Directors’ meetings and other meetings, as required
Create and administer the Diligent Board books for the Audit and Finance Committees
Leads/manages other special projects as assigned
Serves as contact for people inside and outside the company
Responds to common inquiries or complaints from customers, regulatory agencies, or members of the business community
Participate in personnel development activities for the recruitment, development and retention of Finance staff
At least seven years related experience and/or training; or equivalent combination of education and experience
Experience supporting C-suite executive
Bachelor's degree from a four-year college or university
Public company experience
Must have strong computer skills with advanced proficiency in Microsoft Office (Word, PowerPoint, and Excel), Outlook and other business related software
Performs at high level of accountability
Must have strong organizational and research skills
Ability to prioritize, complete multiple tasks and follow through to achieve project goals
Ability to adapt to change and maintain a positive attitude
Must be self-motivated and possess the flexibility to adjust to changing priorities
Ability to function effectively in a fast-paced high-volume work environment with strong attention to detail and accuracy
Ability to exercise good judgment in handling and processing confidential information
Ability to interact with all levels of management and external customers
Models commitment to the team (administrative team and management team)
Willingness to look for opportunities to improve processes, functions and actions to maximize efficiency and customer value
Experience as administrative/executive assistant, preferably including support of individuals with global scope
Excellent organizational skills; ability to multi-task in support of multiple managers
Flexibility in schedule to allow for early morning and or evening support, if necessary
Expert in business software applications, communications tools (WebEx, video-conferencing, etc.), SharePoint or similar programs
Excellent interpersonal and relationship-building skills with all levels of the organization, including other administrative assistants
Demonstrates a high degree of professionalism and integrity

126

CFO Small Business Division Resume Examples & Samples

Position responsible for preparing, consolidating, and analyzing financial outlooks, OCR and operating results, and participating in the development of long-range and annual financial plans; Responsible for providing financial analysis and planning support for the Small Business Division, including preparing detailed analysis and presentations for SMB and NCR Leadership Team meetings
Provide strong decision support and leadership during pricing, bid reviews, outlook, OCR and revenue recognition discussions. Process set-up, creation and optimization (working cross functionally as required) on all financial processes that impact the results of the Small Business LOB
Demonstrate a solid understanding and application of various financial models and a strong knowledge of industry, competitors and NCR solution offerings across multiple countries / areas; deep understanding of revenue recognition guidance
Responsible for identifying opportunity profit pools and alternative sales solutions; Recommend pricing strategies to management considering competition, selling strategy and solution positioning
Work with multiple functional areas; Interface with multiple levels of management; breadth to cover business partnering with VP, leading business process for VP, process definition and creation to address evolving requirements, preparing results reporting and mitigating reporting for internal issues
Responsible for oversight and ongoing project work related to Small Business key processes of; OL, OCR, SLRP and Annual Plan. Responsible for defining deliverables, setting calendar and final review of the dataflow within those processes. Must have strong working knowledge of these processes and data sources, ability to direct team to investigate down to root causes and close
Other responsibilities may include mergers and acquisition activities. In addition, internationalization of the Silver product line from a financial perspective will be a continued focus
Bachelor’s Degree in Accounting, Finance, or other related Business discipline
8 - 12 years of related experience
Core understanding of SaaS modeling and key performance indicators related Cloud solutions
Self-starter with strong teaming skills and ability to develop relationships with key stakeholders across functional areas
Excellent oral and written communication and presentation skills at all levels of the organization senior management, team members, peers, and partners
Highly proficient in Microsoft applications (Excel, PowerPoint, Word); proficient in Essbase/Hyperion applications; understanding of chart of accounts design and impact on reporting
Ability to work with highly confidential information
Master’s Degree (MBA) preferred
Strong Microsoft Excel skillset
Experience with Zuora preferred
Experience with SalesForce preferred
Experience with Hyperion preferred
Preferred strong knowledge of NCR systems EDW/ERP
Extensive working knowledge of NCR key processes; OCR, OL, Plan, SLRP, etc

127

Cfo-international Middle Market Govcon Resume Examples & Samples

Deltek experience required
10+ years in progressively responsible leadership roles, preferably in the similar industry
GAAP, working knowledge of the FAR, Government Contract Accounting, DCAA contractor information and Cost Accounting
Experience working on the financing, due diligence and integration relative to mergers, acquisitions and divestitures

128

EA to CFO Resume Examples & Samples

Arranging flights and accommodation
Project work
Establish and maintain strong relationships with international teams
Work closely with the EA to CEO and other assistants and supporting when they’re away
Connecting the work and the home diary
Preparing internal and external correspondence
Taking minutes at team meetings
Managing the CFO’s schedule of external Boards
Work closely with the Head of Investor Relations to coordinate and manage the Half and full year results announcements, investor roadshows (UK and US), and Capital Markets Day
Board Meeting Coordination
Be a brand ambassador and key cultural contributor
CFO experience ideally within FTSE 100 Company or the Financial World
Business minded and strategically focussed
Able to create presentations, spreadsheets and word documents
Proactive communicator, keeping the CFO up-to-date on his priorities and making sure the calendar reflects this, wherever he is in the world

129

Executive Assistant to COO & CFO Resume Examples & Samples

Provides confidential administrative support to the COO and CFO on a daily basis
Ensures all calls, e-mails and inquiries of any nature are responded to in a timely and courteous manner
Manage COO and CFO calendars. Ensures that the daily schedule and preparation materials are compiled and coordinated
Maintains the day-to-day administration for the COO and CFO
Coordinates travel arrangements and handles conference registration
Coordinates and schedules meetings, conference calls, events, and conference rooms
Contact person representing the COO and CFO for Committees. Compiles all information for the required reports
Prioritizes and coordinates multiple tasks in an unsupervised atmosphere
Handling details of a highly confidential & critical nature
Records and produces Committee meeting minutes as needed. Maintains an accurate and historic record of all committee decisions
Composes, types and proofs correspondence, reports, timelines, memorandums and other related materials as requested by the COO and CFO
Responsible for processing vendor checks, purchase requisitions, invoices, and expense reports
Create and maintain organizational charts and phone lists
Maintains COO and CFO files including personnel files
Assists with presentations by setting up and enhancing PPT and any other media required to convey messages/presentations
Tracks Health stream and other tools to ensure compliance with required readings for the SMT and their teams
Assist with special projects as needed
High school diploma required; Bachelor's degree or coursework in secretarial science highly preferred
Knowledge of healthcare setting is preferred
Excellent knowledge of the English language and grammar is required
Substantial experience in a client-service role with minimal supervision supporting a high-level executive administrative functions in a fast-pace, high-change organization, preferably in healthcare
Demonstrated proficiency in advanced administrative skills (e.g. minutes, scheduling) and MS Office suite
Ability to type 65 wpm
Experience performing event planning helpful
Ability to prioritize many competing needs, often having to base priority on prior learned knowledge or information from Executive on their priorities
Ability to discern between information to determine underlying issue, urgency of request and impact of information provided
Communicate (both written and verbal) in a professional manner with all levels of individuals; is considered a representative of the Executive at all times
Ability to triage questions to appropriate party, or to provide answers when the information has already been learned from the subject matter expert
Ability to work as part of a team as often times the individual is also supporting a department, or provides backup support to other Executive Assistants
Requires the ability to work effectively in an environment of rapidly changing priorities
Must be a self-starter, including the ability to work independently with minimal direction/ supervision and complete assignments thoroughly/ accurately/ on time
Requires high level skill in word processing, spreadsheet and presentation applications, preferably Microsoft
Requires the ability to draft correspondence with minimal front-end input, for Executive approval
Requires the ability to handle multi-line phone systems
Must have the ability to maintain alpha-numeric and/ or color coded filing systems with a high degree of accuracy to ensure the ability to promptly retrieve

130

CFO Resume Examples & Samples

Generating the financial statements and reports in a timely manner
Managing the process for financial forecasting and budgeting
Ensure that effective internal controls are in place and are in compliance with GAAP
Manage cash flow on a daily basis including collections and management of vendors
Direct and oversee all aspects of the Finance and Accounting functions of the organization
Determine inefficiencies and create process improvements
Provide financial analysis and data for critical team members to facilitate effective decision making

131

Asia Regional CFO Resume Examples & Samples

Manage a direct team of 7 financial professionals who provide direction and decision support in financial planning, forecasting, and reporting
Partner with the Asia Pacific Services Division’s senior leadership to identify and execute actions that drive profitable growth, gain market share, improve operational efficiencies and increase productivity
Position responsible for preparing, consolidating, and analyzing financial outlooks, OCR and operating results, and leading the development of long-range and annual financial plans for the all Industry teams in Asia Pacific; Responsible for managing all financial analysis and planning support to the business leaders within retail, Financial and Hospitality within Asia Pacific, including preparing presentations for Leadership in both Asia and globally
Provide strong decision support and leadership during pricing, bid review, outlook, Accounts Receivables, OCR and revenue recognition discussions. Process set-up, creation and optimization (working cross functionally as required) on all financial processes that impact the results in Asia Pacific
Demonstrate mastery and application of various financial models and a strong knowledge of industry, competitors and NCR solution offerings across multiple countries / areas; deep understanding of revenue recognition guidance (including 97-2; SW specific guidance)
Responsible for identifying opportunity profit pools and alternative sales solutions; Recommend pricing strategies to senior management considering competition, selling strategy and solution positioning
Work with multiple functional areas; Interface with multiple levels of management; breadth to cover business partnering with business leaders in North America and beyond, leading business processes, process definition and creation to address evolving requirements, preparing results reporting and mitigating reporting internal issues
Lead monthly forecasting and weekly pulse process for the supported organizations. Decision support for finance management in plan, results reporting and forecasting
Responsible for administration and oversight of NCR’s Quota setting process for the businesses supported; governance, ongoing management, SME for guidance to NCR sales managers
Lead other team members and direct talent management matters such as talent acquisition, organizational structure, defining objectives and measuring performance, recognizing, rewarding, and creating a culture where employees are engaged
11-13 years related experience, including an understanding of GAAP Accounting

132

Executive Assistant to CEO, CFO Resume Examples & Samples

Manage and maintain executives’ schedules, appointments, travel arrangements, and expenses
Arrange and coordinate meeting and events
Answer incoming calls, take messages, and route correspondence appropriately
Act as a point of contact between executives and internal/external clients
Order and Monitor Office Supplies
Assists board members and incoming visitors with travel arrangements and lodging as needed
Maintain an efficient documentation and filing system
Proficient in MS Office, Salesforce, and Apple computers
Handle and route incoming calls, greet visitors

133

CFO Resume Examples & Samples

Responsible for 5 – 6 commercial Employees and some 45 technical Employees (together with CEO)
Preparation, realization and control of the business plan, supervision of order income, turnover, investments, financial results and supervision
Financial statements, including without limitation, preparation of the balance sheet and the profit and loss statement in accordance with international and local accounting laws and standards
Planning, forecasting and reporting to the HQ
Planning and supervision of the headcount figures of SPOT (together with CEO)
Ensuring the adherence to applicable laws, Siemens rules and regulations, existing administrative work procedures and, as well as KPI and targets, in all departments of SPO
Management of all day to day commercial, legal, fiscal and transportation matters of SPOT
Issuing and implementing of generally applicable administrative work procedures for SPOT
Representation of CEO in his absence

134

VP & Cfo-climatec Resume Examples & Samples

Bachelor’s in Accounting, Finance, Business or a related field
POC (Percentage of Completion) Accounting
Service or Non-Manufactuing Industry with end user
Strong leadership - Leading the business, leading others, and leading self
Ability to derive and execute long term strategies to achieve growth and profitability objectives
Oversees multiple strategic initiatives that directly influence long term impact

135

Group CFO Executive Assistant Resume Examples & Samples

Fluent in German with excellent written and spoken English
University degree, preferably in finance & accounting
Analytical
Experience from project management
High level of comfort with a fast-paced environment and conflicting priorities
Natural problem-solver, self-motivated and innovative
Great sense of humor & antennae
Microsoft Office skills, particularly PowerPoint & Excel

136

CFO Resume Examples & Samples

Directing and overseeing all aspects of the finance & accounting functions
Provide leadership in the development and execution of the company�s short- and long-term strategic financial objectives
Responsible for judgments and estimates relative to revenue recognition and working capital
Work directly with project leadership and the executive operations team to ensure that commercial risks and technical accounting risks are properly managed
Maintain an effective internal controls environment in compliance with company policy, Sarbanes-Oxley, GAAP, SEC reporting requirements, and applicable federal, state and local regulatory laws
Drive effective operational and financial analysis with the use of operational data and through the creation and monitoring of key performance indicators; prepare and certify monthly financial statements and forecasting, annual budgeting and strategic business planning
Bachelors in Finance or Accounting and minimum 10 years of progressively responsible financial/management experience, with a minimum of 5 years in the Controller role
Experience in a large, publically held company is critical
CPA and/or Master’s degree in accounting, taxation, finance or business preferred
Must possess a solid track record of managing the finance function and adding value, ideally within a project management environment
Construction industry experience is a plus

137

Group CFO Resume Examples & Samples

Partner with the Chairman of the Group as well as Financial Controllers of business units
Overall responsible for finance functions of various divisions of the Group including property development & management, fashion retailing, treasury & investment
Be responsible for financial organizational functions, financial control & compliance, accounting reporting and investor relations etc
Responsible for strategic planning (both financial organizational and operational), financial projections and accounting services of the firm and report financial status directly to the chairman
Manage and direct 20 staff in Accounting team

138

Manager, CFO Services Resume Examples & Samples

Accounting and finance processes
Internal controls and Sarbanes Oxley (SOX)
Financial Reporting, including SEC reporting - Management reporting
External audit processes
Generally Accepted Accounting Principles (GAAP)
Finance strategy design and deployment
Organization and finance function effectiveness
Operational performance improvement
Finance and accounting management
Cost management
Integrated performance management
Assist in the planning and execution project phases, and supervise others as necessary to ensure the following: coordinating work efforts with the client; completion of defined deliverables; adherence to project milestones and timelines; communication of progress to all parties (internal and external); and managing team members, as necessary
Billing and collections of fees and expenses
Provide service excellence by identifying key client business issues
Determine client needs by supplementing the standard assessment techniques and tools with innovative approaches
Evaluate and validate analysis and develop recommendations for the client in the context of the overall engagement
Implement and oversee the quality of deliverables
Effectively manage the team and day-to-day relationships to ensure exceptional performance
Participate in the development and presentation of proposals for business development activities
5 years of relevant consulting or Big Four public accounting experience, at least 2-3 of which should be in management roles with progressively increasing responsibility
Bachelor’s degree in business administration, accounting, or finance; CPA required
Strong knowledge and application of GAAP - Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint)
Strong problem solving and troubleshooting skills with the ability to exercise mature judgment
Comfortable with travel

139

Intelligrated CFO Resume Examples & Samples

Help drive value creation and growth mindset in the GBE
Drive GBE to meet financial commitments
Bring a financial perspective to the decision making process (pricing, terms, stage gate, etc.)
Financial liaison with SPS and Corporate finance organization, PWC and key business partners
Actively participate on GBE leadership team
Provide financial analysis for capital projects, customer/project profitability, etc
Lead preparation of Annual Operating Plan and actively participate in the strategy development (STRAP) process
Provide valuation, due diligence and integration support to business development activities
Responsible for forecasting P&L, Balance Sheet and Cash Flow
Provide meaningful financial reports and analysis to segment, GBE and SBG leadership
Challenge team to raise performance to next level
Challenge status quo and play devil's advocate to ensure program assumptions are solid and objectives are realistic and obtainable
Strengthen balance sheet and business controls
Ensure compliance with GAAP, Corporate Accounting policy and Sarbanes Oxley
Travel will be required up to 25%
Undergraduate degree in Accounting, Finance or Business Administration
10+ years progressive finance experience with demonstrated track record in positions of increasing responsibility, including at least five (5) years experience in leadership roles
Proven leadership skills and talent development
Strong business acumen, analytical skills, and problem solving skills
Attentive to detail but able to see the large picture
Results oriented, able to lead and effect change
Comprehensive understanding of Honeywell systems and reporting requirements
Six-Sigma Greenbelt certification or equivalent process improvement background preferred
Customer focus mentality
Experience in a project business is a plus

140

CFO Resume Examples & Samples

Bachelor’s degree in business, finance or equivalent; MBA, CPA or CMA a plus
Eight or more years of substantive experience in accounting and financial management
Knowledge and understanding of general business matters required including budget development, financial reporting, cash management, business taxes, banking and debt
Experience with investment management and asset allocation preferred
Monitors monthly financial operations, prepares analysis and reports, and gives guidance to executive and operating staff. Works closely with operations staff on issues that affect financial outcome. Prepares specific recommendations
Manages the staff and oversees the operations of the accounting/finance, information systems and other assigned departments
Assures that the business office is viewed as a cooperative partner to all aspects of operations. Seen as servant leader maintaining a positive relationship with colleagues, volunteers and those they supervise. Create an environment that fosters cooperation and a genuine caring of others
Works directly with assigned committee(s) of the board to build volunteer relationships, develop policies, monitor their implementation and meet the related needs of the board
Reviews, updates, and/or develops internal control systems for the YMCA and oversees internal

141

Cfo Phit Pcah Resume Examples & Samples

Thorough knowledge of Healthcare accounting
Excellent analytical and communication skills
Working Knowledge of General Ledger systems (preferably Lawson) and the Pillar budget system and Microsoft Office Modules (Excel, Word, PowerPoint and Access)
Excellent Leadership skills

142

Senior Executive Assistant to VP & CFO Resume Examples & Samples

Plan, coordinate, and arrange schedules, calls and conference calls, meetings, travel, webinars, etc
Answer calls and e-mails, make calls, take messages, handle executive correspondence, etc
Prepare various documents and handle confidential matters in accordance with policies and procedures
Knowledge of organizational policies, procedures, and systems
Works closely with executives making sure all communication is accurate and authorized
Compose and type letters, dictation, proof reading, correspondence, filing, organization, etc
Opens, sorts, distributes mail and e-mail
Maintains strictest confidentiality
Handle multiple projects at once
Perform other duties as assigned and as requested
Minimally a Bachelor’s degree
3+ years of executive level administrative experience
Knowledge of computer software, MS Word, Excel, Powerpoint, SharePoint and Adobe
Must have the ability to communicate accurately and clearly both orally and in writing
Must have superior organizational skills and accuracy
Detail-Oriented
Ability to handle multiple projects simultaneously and set priorities

143

Divisional Cfo-mortgage Originations Resume Examples & Samples

Collaborate with business leadership on forward-looking scenario analysis, alternate strategy evaluation, and ad hoc analyses
Develop profitability models along product, customer, and delivery channel dimensions
Collaborate with business leadership to develop annual plan and budget for Mortgage Banking
Design and deliver performance reporting (e.g., segment net income, KPIs, along with pertinent variance analyses)
Prepare regular forecast updates as needed by corporate forecast process needs
Ensures compliance with applicable federal, state and local laws and regulations. Completes all required compliance training. Maintains knowledge of and adhere to Flagstar’s internal compliance policies and procedures. Takes responsibility to keep up to date with changing regulations and policies

144

Executive Assistant to the CFO Resume Examples & Samples

Prepare correspondence, gather information, prepare reports and charges for the Financial Services upper management
Coordinate payments to the various Boards of Directors, including monthly, quarterly and yearly payments, consistant with approved policy
Manage FCFS move policy. Serve as Home Office contact for Advisors and Home Office Upper Management being relocated. Serve as the liason between the moving company and Advisors/Home Office employees. Resolve disputes as necessary. Track moving expenses and related payments to moving companies to ensure conformance with written agreements. Calculate agent reimbursements (per diems and allowances) to conform with corporate policy and IRS regulations. Ensure amounts are reported accurately to the advisor/employee and IRS on 1099MISC and W-2 forms as necessary
Complete special projects as needed by management to include data gathering, analysis and presentation for executive management
Manage incoming communication and meeting requests by delegating issues to the lowest level of capable staff to increase the effectiveness of the senior Financial Services management
Manage Quality Control for new vendors in Dynamics - verifying that policies are followed and approved correctly and that 1099 information in input correctly
Keep file records current for research and auditing purposes, to ensure the completeness of records
Manage and update as necessary company HOIs 2-1 "Expense Reimbursement Requests and Business Travel" and 2-2 "Approval Authority for Expenditures". This includes being liaison between Accounts Payable personnel and other Home Office staff, ensuring processes flow smoothly and are in compliance with policy requirements. Also, ensuring the bank signature cards are up to date for all corporate bank accounts. Also has authority to approve/disapprove exceptions for reimbursement related to missing receipts, receipts over 90-days old, etc
Administer office supply policy for the Financial Services Department
Assist in preparation of A/P Coding Forms for IT Procurement, including verifying the approved forms get to Accounts Payable for processing timely
Manage the Corporate VISA policy - including verifying A/P Coding Forms are filed accurately and timely
POC for field and Home Office on a variety of subjects. Though most issues involve money in some fashion, a wide variety of questions come to the CFO office and this position is expected to work across the organization to resolve these issues. Issues may include: Vendor pmt/non-pmt history, explanation of HOIs, whom to contact regarding a charge, commission or other payment/deposit when someone doesn't know, BOD mtg & committee meeting dates, etc
Manage and verify that the Corporate Document Retention Policy is followed accurately in the Financial Services Dept. This includes the storage room in the basement of Comm III - making sure out-of-date items are shredded confidentially and timely
Keep SAMS Registrations up to date with current information for the Federal Employee Market program
Manage AAC items for Upper Management - including but not exclusive to calculating Meal per Diem rates for Meal Money, Home Office Attendee Bonus matrix, insuring that Home Office employees receive their Meal Money and Bonus checks timely prior to the AAC. Also, POC for receiving Mileage/Luggage/Parking reimbursement forms from both field and HO and ensuring they are paid correctly and timely. Also included is ensuring all personal charges for both field and HO are billed to them timely and accurately
Update monthly Destiny Call Volume spreadsheet numbers from Product Management and build invoice and send to BFDS. When payment is received ensure that it is coded correctly. Although output is reviewed monthly, this job is given general guidance in the application of company policies and accounting principles. The incumbent is expected to apply both this guidance and prior experiences to changing and/or unique situations with minimum supervision. This position has the authority to make decisions within the general guidance parameters but must recognize material situations that require management involvement
Must correctly understand and apply FCFS policy and IRS regulations to Agents' move expenses and to annual IRS 1099 preparation
Although this position does not have any direct reports, this position must be skilled at getting results and effecting change coming out of the CFO's office, throughout the organization
5+ years of senior level administrative experience required; previous experience supporting executive level preferred
5+ years of Financial Services industry (banking, investments, insurance, accounting) experience required
Must be a self-starter capable of using sound logic and analytical abilities to accurately complete varied and unique special projects as requested by management
Must be able to clearly communicate and work well with all employees, agents, and auditors
Must easily adapt to changes in duties, procedures, workloads, equipment problems, etc
Prior experience in general ledger accounting/bookkeeping, extensive knowledge of Excel, Dynamics and Microsoft Word software
A provable record of consistently sound judgment in handling confidential and/or sensitive information
Should be a self-starter requiring minimum routine supervision

145

Executive Assistant to CFO Resume Examples & Samples

Partner with the CFO, Thomson Reuters to gain an understanding of his ongoing needs and expectations
Extensive scheduling, expense reporting and work flow management
Manage / coordinate multiple recurring meetings, webcasts, and other events
Handle a variety of administrative tasks, ad hoc requests and special projects
Prepare domestic and international itineraries and travel arrangements, including procuring visas
Successfully communicate and build effective working relationships with other administrative professionals, office and building personnel, executives and others across the company
Minimum of 5 years experience providing executive level support
Must possess advanced computer skills (MS Office, Word, PowerPoint, Excel)
Familiarity with Thomson Reuters billing, travel and expense systems a plus
Experience working within fast-paced, complex, dynamic, multi-cultural business environment
Proven oral and written communication abilities: demonstrated ability to work with a wide range of sensitive and confidential issues
Thorough knowledge of general office practices; resourcefulness in gathering data and getting answers to questions
Provide consistent follow through
Detail orientation with the ability to work efficiently with complex information
Self-starter with the ability to work with minimal supervision and manage workload effectively with competing demands for resources and time
Proven organization skills including ability to shift focus between responsibilities quickly
Ability to manage and prioritize multiple tasks including a proven ability to meet aggressive deadlines

146

Executive Assistant to President & CFO Resume Examples & Samples

Administrative support to include calendar management, travel arrangements, document and meeting preparation and expense reports
Screens incoming calls, sorts and prioritizes calls and effectively relays messages
Create and maintain PowerPoint presentations for investor, client and internal meetings
Assist with preparation of quarterly board meetings and annual budget meetings to include printing and assembling documents and ensure the process of gathering materials and distribution runs smoothly
Schedule and manage quarterly earnings calls for investor relations
Distribute press releases on behalf of the company
Assist with projects as assigned
Provide backup assistance to in other administrative tasks as needed

147

Executive Assistant for CFO Resume Examples & Samples

Oversee a variety of transactions for different departments (development projects, typical real estate transactions, fund/loan transactions, etc.)
Assists in overseeing project timelines/deadlines, keeping all parties on track & reporting respective statuses to CFO
Conserves executive's time by reading, researching, preparing, editing and sending correspondence; drafting letters, documents, communications and presentations; collecting and analyzing information; initiating telecommunications. monitoring, screening, responding to and distributing incoming communications
Organizing, filing & maintaining compliance of several Fund-s and/or Company-s documents
Maintains executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel; arrange and co-ordinate meetings and events
Running errands, getting food/refreshments, etc
Managing company account profiles (utilities, insurance, vendors, etc.)
General Executive support (you may do a variety of things, and each day may be very different)
Supporting Human Resources & Hiring for the Company
Positive & upbeat, can-do attitude!
Motivated, self-starter with ability to take charge
Strong organizational & planning skills are a must!
Pays attention to detail & has ability to multi-task
Proficient in Microsoft Office (Outlook, Word, & Excel)
Ability to effectively communicate written & orally
Understanding of finance, accounting, and securities transactions a plus
At least 3 years- experience providing executive level support
Expertise in MS Word and Excel. Able to create and manage document changes, proof-reading, editing and formatting content
Basic understanding of financial statements and their structure
Some College

148

CFO Internship Resume Examples & Samples

Preparing and inputting of all accounting data and maintating general ledgers for multiple entities
Prepare monthly and quarterly Financial Accounts for multiple companies/branches within prescribed deadlines
Analysis of balance sheet and profit & loss accounts
Prepare monthly balance sheet reconciliations
Assist in preparing year end audit and production and filing of statutory accounts and annual tax computations and return
Prepare national returns (VAT, EC Sales, Intrastats etc. for review and filing)
Ensure compliance with various intercompany agreements and internal procedures
Assist with external local compliance – accounting, invoicing, corporate taxes, indirect tax, equity awards, return, vat etc; be up to date on local legislation changes and assist with implementation of necessary changes in systems and procedures
Collaborate with Upstream Partners on Projects

149

Area Cfo-mexico Resume Examples & Samples

Strong knowledge of Finance and Accounting (Chartered, Masters in Business Finance)
Demonstrates track record from similarly complex roles and dynamic business environments
Able to work effectively as part of a large global organization
Strong business partnering skills, leadership and collaboration ability
Should be persistent and have a sense of urgency
Ability to drive change management, action and results oriented
Language skills - Fluent in English, Spanish preferred
Prior DAMCO business knowledge across products and systems preferred
Financial performance (EBIT)
Reliable and transparent financial reporting
RICC compliance
Financial end-to-end dashboard
Working capital, credit and risk management
Finance talent management
Collaboration with India GSC

150

CFO Resume Examples & Samples

Overall financial operations of the facility including accounting, budgetary audits, tax and other financial planning activities within the hospital organization
Ensuring the clinic meets necessary financial regulatory and compliance requirements
Analyzing areas in planning, promoting and conducting organization-wide performance improvement activities
Provides Financial leadership to physician practice managers, directors, and officers that will enroll support, create ownership of goals, and encourage active participation in decisions that impact the practice. Develops and maintains positive relations within the community as well as with the community leaders
Previous CFO level or equivalent experience within a healthcare environment preferred
Minimum 5 years financial/accounting progressive managerial experience in healthcare environment
Ability to establish and maintain effective working relationships with hospital staff and community
Ability to maintain confidential information concerning personal, financial, or medical matters

151

CFO Resume Examples & Samples

Provide strategic management of the accounting & finance functions
Direct accounting policies, procedures, and internal controls
Recommend improvements to ensure integrity of the company's financial information
Manage the relationship with auditors
Oversee financial systems implementations
Manage relationships with investors
Identify and manage business risks and insurance requirements
Hire, train& retain accounting & finance staff

152

Cfo-magi Realty, Inc Resume Examples & Samples

Capital markets – equity/debt procurement and close
Investor reporting – confidence
Analyze investments/developments
Key leadership responsibility
Minimum of 5 years of experience assembling capital for real estate projects and funds
Solid understanding of the private equity market dynamics
Understanding of real estate markets on the national, regional, state and local levels
History of successful equity raise - minimum of $200MM +
Working knowledge of accounting information systems and software
Experience in investor reporting
Experience in analyzing investments & development
Successful track record of closing substantial volume of investments

153

VP, Cfo, Frms Resume Examples & Samples

Leadership Presence/Impact:Personally visible across the organization as a representative of leadership team and finance function. Able to communicate pertinent messages, and listen extremely well. Conveys genuine and demonstrated belief in the organization’s ability to succeed and meet it financial obstacles under the toughest of challenges. Provides strong advocacy and leadership for the finance organization including leading by example. Able to achieve results through others by gaining commitment and holding teams accountable. This individual knows how to empower the team to identify and solve problems, experienced in translating over-arching business goals into specific KPIs, while providing necessary support and mentorship
Financial Analysis and Planning Focus. Understands the importance of preparing and interpreting rigorous financial metrics in context of industry benchmarks and turning them into meaningful business insights. Keeps organization focused on key metrics that drive the business
Business Acumen – This executive is recognized as someone able to assimilate, synthesize, interpret, extrapolate and as needed communicate complex business and economic information and its impacts. Experienced in business management and has led an organization which has used current technologies for transaction processing, business intelligence, workflow, dashboards and analysis
Strategic Orientation. The successful candidate will have demonstrated the ability to develop and discuss strategic perspectives. This includes the ability to strategically assess the financial landscape, and build/execute specific strategies which may be required
Results Orientation. This individual will possess a proven track record as a decisive, action-oriented and tenacious financial leader who has successfully participated in company efforts resulting in sustained organic growth in a highly competitive market. Demonstrated ability to establish key priorities and translate business strategies into clear and logical executable tasks that clearly focus on meeting client (Internal/External) expectations. This executive readily identifies and resolves problems in a timely manner with a bias to action
Operational leadership experience in a senior financial management role
Experience with GAAP and revenue recognition in a software organization preferred
Multidimensional MIS and ERP systems knowledge and demonstrated experience leveraging these systems to improve efficiency and business insight (e.g. SAP and related reporting tools)
Demonstrated senior level experience and training in the areas of internal controls, financial statements, cash flow management, budget development and knowledge of GAAP

154

CFO, China Resume Examples & Samples

The Chief Financial Officer (“CFO”) is the accountable executive of the completeness and accuracy of the financial, statutory, tax related and regulatory reporting for SG China and its branches. In addition, as a member of the SG China exco, to assist with material or important matters in the location. The scope includes ensuring compliance with all SG’s policies that are relevant to Finance
Specific reference is made to the following
To be the Finance Accountable Executive at the Board of Directors of SG China
Accountable for entity performance monitoring, including pnl, cost, scarce resources, local capital and tax position, and opine on legal entity matters such as entity P&L, balance sheet and tax forecasting. Provides alerts or warning messages to respective business immediately of any foresee impacts to each business for the changes in the regulatory, accounting standard, and taxes
Partners with business on development strategies and provide of information needed from Finance perspective
Ultimate custodian of all internal and external client relationships as they face Finance, including external auditors, the Board of Directors and Regional /Group senior management
Works closely with all Support Functions heads and the business to ensure that financial control is maintained and the assets of the firm are safeguarded. Identify areas of control weakness and works with them to remediate
Ensure strong governance with Treasury & ALM related metrics and resources (specifically capital and liquidity) for internal/external obligations. Assisting in the understanding, assessment and planning for regulatory change as it affects businesses to ensure entity compliance with external and internal capital and liquidity requirements. Monitor impact of plans/forecasts on capital, RWA, Balance Sheet & Liquidity requirements
Drive Finance processes and systems changes as well as the target Operating Model (local, regional, Shared Services Centers) and ensure successful completion by end 2018
Support the governance change in SG China, ensure the local FIND set up, process and reportings are in line with the regional practice
Follow up the People Development Plan with the concrete actions plan for the talented staff
Zero tolerance of operational incident and regulation breach, cultivation of risk awareness culture within the team
Min 15+ years of experience within Finance Department of a sizable financial institution
Strong controllership mindset with strong business acumen
Excellent communication skill to all levels within the organization
Excellent skill in building and managing business relationship
Good command of both spoken and written English and Chinese (Mandarin)
Good command of MS Office application (Word, Excel, Powerpoint)
Good command of PeopleSoft operation (workforce management module) is an advantage
Fellow member of a CPA and Charter holder of CFA

155

Division CFO Resume Examples & Samples

Ensures that each facility assigned has a qualified Facility CFO that has been properly trained. Participates in recruiting of Facility CFO’s. Provides Facility CFO with ongoing feedback of performance including any necessary PIPs or corrective actions
Routinely visits assigned facilities to review financial operations and provide Facility CEO, Facility CFO and Division President with feedback and guidance
Provides the Division President and other Corporate staff requested information related to the Division’s financial operations
Oversees the preparation of the monthly forecast, ensuring accuracy and validity
Ensures that monthly financial statements are completed timely and accurately. Provides guidance to the facility CFO’s during the month end close process
Ensures that all facility balance sheet accounts are reconciled on a monthly basis and in compliance with Acadia policies and standards and that any outstanding variances are identified and corrected timely. Performs required balance sheet reviews in compliance with the Internal Audit schedule
Ensures that the facility CFO prepares corporate required reports (including the Monthly Operating Report, Monthly Certifications, Corporate Disclosures, Forecasts) timely and accurately
Participates in the Monthly Operating Reviews with Acadia Senior Management and provides explanations and insight for each facility assigned
Ensures Facility CFO has implemented all Acadia accounting and business office policies and required internal controls are in place to facilitate a clean audit with no audit adjustments or deficiencies found
Provides direction to Facility CFO regarding Revenue Cycle Operations to ensure that accounts receivable are collected timely and uncompensated care is kept to a minimum. Routinely reviews revenue cycle metrics to proactively identify and address issues affecting overall performance. Reviews and follows up on any issues found by Corporate BOD’s
Ensures facility CFO maintains a thorough working knowledge of federal, state and managed care reimbursement methodologies to ensure that facility is paid accurately and revenue deductions are recorded accurately. Ensures Facility CFO provides the necessary information to prepare any required cost reports
Ensures Facilities are in compliance with Group Purchasing contract
Ensures Facility CFO prepares the annual operating budget and participates in the annual strategic planning process which serves as a basis for the budget. Ensures timeliness of preparation, reviews the budgets for accuracy and ensures that key indicators are trending appropriately. Provides ongoing analysis of variances from budget and assists the Facility CEO, Facility CFO and Division President in implementing changes needed to achieve budget goals
Ensures Facility CFO prepares annual capital budgets timely and that Capital Equipment Requests are completed accurately and incompliance with Acadia policies. Ensures that Facility CFO records assets and related depreciation accurately and in compliance with Acadia policies
Assists Facility CFO in providing financial expertise in planning new services including preparation of pro-formas
Provides guidance and assists the Facility CEO, CFO and Division President in ensuring facility is staffed appropriately and that productivity goals are met
Reviews managed care contracting and other business development activities to ensure net revenue maximization
Maintains a current knowledge of healthcare industry trends and changes and ensures facility is prepared and compliant
Bachelor’s degree in Accounting or business related field with major in Accounting
Minimum 4 years progressive successful CFO experience in a healthcare setting, previous Division CFO or Acadia Group CFO experience required
Previous Behavioral healthcare experience highly preferred
CPA or Master’s degree a plus
Demonstrates strong technical accounting and finance skills
Experience working with information technology and proficiency with software packages including Excel
Demonstrates excellent communication skills, both written and verbal
Ability to think strategically and solve problems
Ability to establish and maintain effective working relationships with facility staff, physicians and corporate staff
Ability to lead with a high degree of emotional intelligence and ethics
Ability to set priorities and expectations
Ability to make decisions under stressful situations

156

CFO Industry Solutions Group Resume Examples & Samples

Manage a team of 8 finance professionals who provide direction and decision support in financial planning, forecasting, reporting, and pricing
Partner with the ISG line of business senior leadership to identify and execute actions that drive profitable growth, gain market share, improve operational efficiencies and increase productivity
Member of the finance leadership team and the functional leadership team
Drive the annual budgeting process and monthly cost forecasts for the ISG organization
Help lead the company’s annual strategic long-range planning (SLRP) process
Build and maintain dashboards for key success metrics, ensuring consistency across each of our industries
Undergraduate Degree in Accounting or Finance, MBA from top business school preferred
Understands and is able to apply critical thinking, and strategic business and finance experience to help drive business decisions
Experience creating an integrated financial plan
Excellent oral and written communication and presentation skills at all levels of the organization – senior management, team members, peers, and partners
Requires the ability to influence the thinking of and/or gain an understanding from others in sensitive situations while maintaining a constructive dialogue
Proven capacity to establish and maintain effective working relationships
15+ years of experience in a high level finance role
Flexibility to work across multiple time zones
MBA in Accounting or Finance

157

Executive Assistant to CEO & CFO, Slotix Resume Examples & Samples

Provide complete administrative executive support and professional business skills to CEO & CFO
Receive, screen and follow-up all communications (phone, email, mail)
Compose letters, notices and e-mail responses, as appropriate
Attend meetings and listen in on phone calls as needed to take notes, organize and identify any action items needed
Multifaceted Outlook calendar management, including providing details of appointments and conference calls
Prepare extensive domestic and international travel arrangements including air, hotel and transportation reservations, mileage programs and upgrades with the ability to make frequent and last-minute changes
Prepare expense reports and track payments/invoices
Create and maintain filing systems (i.e. address book, show files), both electronic and paper
Assist with any technology issues pertaining to software, iPhone, iPad or other information technology needs
Process documents of a legal and confidential nature
Assist with preparation of financial information as directed
Manage special projects and coordinate special events, as needed
Perform other duties as requested by CEO & CFO
Minimum 5-7 years’ experience working in a corporate environment providing executive level support
Flexibility to work additional hours when necessary
Ability to multi-task, work on numerous projects simultaneously and use sound judgment in prioritizing tasks to meet deadlines
Highly organized with meticulous attention to detail
Strong computer skills and in-depth working knowledge of Microsoft Word, Excel, Power Point and Outlook
Ability to interface with all levels of the organization and maintain confidentiality
Proactive, anticipate needs and takes initiative, requires little direction
Professional appearance and presentation

158

Division CFO Resume Examples & Samples

Strategic planning combined with short and long-range goal implementation
Ensures operational profitability with sound financial performance
Analyze situations, evaluate data, recommend, and implement courses of action that would improve the functioning of the company
Prepare and administer the system's annual operation and capital budget
Evaluate performance and initiate or recommend personnel actions while maintaining good employee relations
Ensure accurate review of product line analysis, and consult with appropriate system and corporate resources
Reconciliation of all balance sheet accounts on a timely basis each month with the corporate guidelines
Prepare financial and management reports
Education: Bachelor's Degree in accounting/finance or related field required. Master's Degree from an accredited college or university, Business Administration preferred
Experience: A minimum of five (5) years as a hospital CFO and multiple years of experience in a multi-hospital financial leadership role
Additional Requirements: CPA certification preferred

159

Assistant to CFO Resume Examples & Samples

Several years of experience in secretarial / assistant work as well as experience within a globally operating company
Experienced in communicating and cooperating with senior management
Able to set priorities and well-structured working style
Manages successfully to work with people from different cultures and different superiors
Excellent German and English skills (written and spoken), any additional language an asset
Very good knowledge of MS-Office tools (Word, PowerPoint, Excel)
Lotus Notes Database/Intranet knowledge

160

CFO Resume Examples & Samples

As a member of the Executive Team, provide leadership, while maintaining the integrity of accounting procedures, records, internal controls, providing financial reporting, analysis, experience and expertise to help the Executive Team develop and implement the strategies to advance the organization’s mission and vision into the future
Prepare and manage the organization's annual budget. Develop and coordinate the budgeting process and timetable, synchronizing it with strategic planning and annual planning. Work with Executive Team colleagues to develop annual financial goals for the individual divisions
Implement and manage the indirect rates (NICRA) to ensure full cost recovery throughout the organization
Along with Grants & Contracts, support new business development through pricing reviews and strategies
Develop and regularly prepare relevant Board and Executive Team financial management dashboards and key highlights. Interpret the financial analysis and dashboard for use of the Executive team and Board members in timely decision making
Ensure the financial management system and reports are updated to support management and Program reporting needs
Develop and implement policy and procedures for accounting, finance, budget, investment, and audit systems
Oversee preparation and submission of timely monthly, quarterly, and annual financial reports, annual audit, IRS Form 990, annual A-133 audit, bi-weekly payroll, W-2, and all other required financial reporting forms
Oversee/manage relationships with external entities including banks, investment advisors, licensing and accrediting organizations, state charity registrations, insurance carriers, and external auditors
Provide primary support to the Finance and Audit committees of the Board of Directors and to various ad hoc committees of the Board as needed, working closely with the Board leadership and the CEO
Develop and implement financial and compliance risk identification and controls, systems and procedures for effective operations and timely monitoring and reporting
Supervise and mentor the Directors and Managers of Finance and Project Accounting teams
Certified Public Accountant. A Master's Degree from an accredited university in finance, management, accounting or a related field is preferred
Minimum of ten years of senior management experience in a medium-to-large sized organization, with significant budgeting, accounting and reporting responsibility. Previous experience as CFO of a small organization or as Controller of a large organization preferred
Experience working for an international development organization
Five years with U.S. government grants and contract procurement and compliance required
Significant experience with US Government indirect rate and pricing methodologies, particularly with USAID, especially overseas NGO work. Experience with other donors and international clients is highly desirable
Knowledge of specialized nonprofit industry accounting practices and procedures
Strong quantitative analysis capabilities, with the ability to read, analyze, interpret and explain complex financial data

161

Executive Assistant to the CFO Resume Examples & Samples

Highly organized and forward thinking with clear ability to multitask
Hard-working, self-motivated and flexible, with a passion to ‘get things done’ yet have fun along the way
Trustworthy, diplomatic and discrete (you will regularly be party to confidential information)
Flourishes in a creative, fast-paced environment
Enjoys collaborating and is team-oriented
Maintains high standards, self and others, desires excellence
Previous experience in similar role and ability to provide references in that respect
Proficiency in MS Office Suite including PowerPoint, Excel and Word

162

CFO Brandfriends Resume Examples & Samples

Advising the leadership team on and actively driving strategic direction
Agility to work well in a matrix business environment across a combination of global, regional, country, and cross-functional teams
Polished communications skills including an ability to listen to the needs of the business units, comprehend complex matters, articulate issues clearly and concisely, and present findings as well as recommendations in both oral and written presentations to all levels of the organization
Experience influencing, training, mentoring and leveraging the skills of yourself and others to achieve objectives and a strong commitment to growing the careers of your team
Ability to design and implement processes in support of new business initiatives and experience leading operational and process change
Experience with FP&A processes and/or analytics tools
Energy, flexibility, and desire to thrive in a fast-paced and constantly changing organization

163

Cfo-east Europe, Eeca, SEE Resume Examples & Samples

10 + years proven track record as finance business leader,
University degree in Finance
Ability to deliver budget commitment, drive business plans, monitor cash flow
Ability to prepare and maintain regular financial planning reports, monthly P&L forecast, analysis of variable business initiatives and financial results
Strong interpersonal and communications skills, demonstrated change management and leadership experience
Entrepreneurial approach that is creative, pragmatic, passionate and focused on business results

164

Executive Assistant to CFO Resume Examples & Samples

Provides administrative high-level support to the CEO and CFO
Schedules and organizes complex activities such as meetings, travel, conferences and department activities for all members of the department
Performs desktop publishing
Creates and develops visual presentations for meetings, publications, leadership news
Advances on-line research of corporations for meeting purposes
Establishes, develops, maintains and update's filing system for the CEO and CFO and the department
Sorts and distributes CEO and CFO mail
Drafts written responses or emails to colleagues and staff
Replies by phone or e-mail when necessary to CEO and CFO and coordinates communication
Responds to regularly occurring requests for information
Acts as a liaison with other departments and outside agencies, including high-level staff such as CEOs, Presidents, Senior Vice Presidents and Chiefs
Works independently and within a team on special nonrecurring and ongoing projects
Acts as lead for special projects, at the request of the CEO and CFO, which may include: planning and coordinating multiple presentations, disseminating information, direct mailings,
Types and designs general correspondences, memos, charts, tables, graphs, business plans, etc
Proofreads copy for spelling, grammar, and layout, making appropriate changes
Responsible for accuracy and clarity of all final copies
Work requires an excellent command of the English language
Must have knowledge of secretarial, office administrative procedures, and knowledge of use and operation of standard office equipment. Must have knowledge of a variety of computer software applications in word processing, spreadsheets, database, and presentation software i.e. power point
Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy
Analytical ability is required in order to gather and summarize data for reports, find solutions to various administrative problems, and prioritize work
Work requires continual attention to detail in composing, typing and proofing materials, establishing priorities and meeting deadlines
Bachelor’s degree is required or an equivalent of 5 years or more in an Executive Assistant role
The incumbent must be able to work in a fast-paced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands and to seek supervisory assistance as appropriate
The incumbent must meet the highest levels of professionalism and trustworthiness

165

Cfo-northern Pod Resume Examples & Samples

Administer or delegate and monitor the administration of budgets, approving expenditures, reviewing reports, etc
Ensure maintenance of appropriate internal controls and financial procedures
Communicate and enforce Hospital-wide and departmental policies and procedures
Develop and secure approval of a coordinated budget for areas of responsibility as well the Hospital's overall budget; guides and assists managers in the development of their budgets as necessary
Develop, approve and secure approval of policies for responsibility areas/functions and for subordinate functions/areas designated to ensure the attainment of agreed-upon goals in accordance with approved plans. Ensure the development of procedures necessary to implement approved policies
Ensure effective departmental organization, staffing levels, management control procedures, workflow patterns, record keeping and communication vehicles are maintained
Has overall financial responsibility for institution's finance areas including those areas integrated across UPMC. Traditional areas, which fall under the auspices of this function, may include revenue cycle, financial planning and control, budgeting and decision support, patient access, Health Information Management, physician services and medical records
Maintain effective relationships and communication with leaders from UPMC, Hospital Presidents, Hospital Division CFO, the Hospital Boards, management, medical staff and clinical areas in developing the Hospital's mission, strategic plans, budgets, resource allocation, operation plan and policies. Develop tools and systems to provide critical financial and operational information to the Hospital Presidents and Hospital Division CFO to make actionable recommendations on both strategy and operations
Provide the operational direction necessary to ensure efficient and effective delivery of fiscal services
Remains active in community, state and national committees to assist with Hospital outreach to the community. Monitors governmental and third-party regulatory and payment changes. Acts as lobbyist in the Hospital's interest
Responsible for selection, training, continuing education, performance evaluation and discipline of departmental management and staff
Responsible in conjunction with other members of the management team for formulating short- and long-term goals and plans for organizational components within area of responsibility, as well as the overall hospital, including the Hospital's long-range financial plan, annual budget and return on investments. Develop and implement plans to ensure long range protection of Hospital capital assets through the budgetary and strategic planning processes. Engage the hospital management team around issues, trends, and changes in operations and their financial impact
Staffs various Hospital and Board Committees. Responds to Board inquiries and direction. Advises Board of Hospital financial and property management issues
Will also have a dual matrix to corporate for oversight of the Management Reporting System within the Hospital Division for Productivity reporting
Level of knowledge equivalent to that ordinarily acquired through completion of a masters degree in business administration, CPA, or a bachelors degree and equivalent experience
Ten years of progressively more responsible experience in order to

166

Virginia Medicaid Cfo-, Baltimore Resume Examples & Samples

Work side-by side with the Business Team and/or Finance personnel within OptumHealth and/or across other aspects of UnitedHealth Group, to fully understand the business and support the financial goals and objectives
The Virginia Market CFO will generate forecasts and analyze trends in sales, SG&A, provider performance, product line profitability, membership, medical costs, premium yields, and other areas of the business
Manages and thoroughly monitors strategic projects that have an impact inside and outside of finance
Entrepreneurial approach to developing innovative solutions to meet customer/business needs
Provides leadership to and is accountable for the performance and direction through multiple layers of management and senior level professional staff; work most often impacts a large business unit, or multiple markets/sites
Directs others to resolve business problems that affect multiple functions or disciplines
Contributes to the development of business strategy
Undergraduate degree in Finance or equivalent experience
Advanced knowledge of Health Care industry (minimum of 3 years extensive healthcare finance experience)
Strong working knowledge of financial systems, statements and reports
3+ years managerial and leadership experience of a broad spectrum of professional finance staff (e.g. accounting, medical analysis, financial analysis, budgeting, actuarial, underwriting, etc.)

167

Cfo / coo Resume Examples & Samples

Ten years’ experience in a related role
BA/BS in accounting, finance, business or related discipline
CPA (preferred)
Exceptional analytical skills, including working with debt and equity financial instruments
Demonstrated ability to prepare consolidated month-end reports with narrative and assumptions
Experience effectively managing human resources, legal, insurance, and facilities functions
Proficient in Word, Excel and Outlook as well as accounting software programs
Outstanding strategic and analytical thinking skills and sound judgment
Knowledge of contract administration and legal aspects of business entities
High level accountability for financial management of assets
Property management
Ability to handle multiple simultaneous tasks and to function well under pressure
Energy, enthusiasm and an intense focus on achievement of objectives
Able to influence others to achieve desired results
Business maturity combined with sound business judgment and decision-making ability
Effective negotiation skills; and
Superior emotional intelligence, interpersonal skills and leadership abilities

168

Market Assistant CFO Resume Examples & Samples

Directs and supervises two or more of the following Accounting division functions, as delegated: accounts payable, payroll, fixed assets, general ledger (including budget control), liaison with Information Services, cash reconciliations, internal and external financial reporting
Reviews and coordinates weekly and monthly financial projections
Performs net revenue analysis including the review of the standard monthly accrual (SMA) and Medicare exhibits
Makes recommendations participates in the formulation and implementation of Department goals, objectives, policies, and procedures and hospital-wide financial policies and procedures
Responds to financial and accounting related inquiries and requests from other departments and outside agencies
Responsible for exercising normal first-line supervisory control over staff members to include interviews, hiring and promotion recommendations, training and cross-training performance appraisal and administration of discipline
Maintains a strong working knowledge of the entire Accounting Department
Performs other management and professional accounting or financial functions as required
Attends meetings as required
Demonstrates supervisory, planning, problem solving, and decision making skills and the ability to plan, coordinate, and direct work of subordinate staff
Ability to understand and interpret federal, state and local laws and regulations; contracts and other legal documents; and other authoritative sources relevant to hospital accounting, payroll, and accounts payable
Ability to use independent judgment in applying guidelines to varied situations
Ability to perform accurate and timely work in an organized and efficient manner with minimal direction, sometimes under stressful situations and short deadlines
Ability to comprehend and execute verbal and written instructions and to take instructions from several people
Performs related duties and projects as assigned
Participates in budgetary planning for departments
Ensures the market’s internal controls are sound and all Sarbanes Oxley 404 and internal controls documentation is completed and properly supported
3 years of accounting and/or financial auditing experience in positions of progressive responsibility and authority
Experience in health care finance is preferred
2 years supervisory experience is preferred
Knowledge of and cost/managerial accounting
Knowledge of GAAP relating to accounting is required
Must have an understanding of internal controls, including segregation of duties needed to maintain the proper checks and balances and to ensure the integrity of the Hospital’s accounting and related functions
Knowledge of, and experience with budgeting is preferred
Requires critical thinking skills, decisive judgment and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action

169

Regional Cfo-wamc Resume Examples & Samples

Bachelor degree in Accounting / Finance or closely related field
Extensive knowledge of Health Care Accounting practices and principles
Progressively responsible position in the Accounting profession
Familiarity with computer accounting programs
Membership and active participation in ACHE and/or other professional organization preferred
Five to seven years' experience in hospital accounting/finance required; two years in management preferred
Management of hospital financial issues related to budgeting, cash management, capital finance, and performance evaluations
Knowledge of insurance matters, regulations, reimbursement, information systems and plant operations

170

Florida Market Cfo-tampa Resume Examples & Samples

Develop market competitive affordable products across small group and large group
Establish market leading trend/affordability performance
Lead in completion of market forecasts (membership, full p&l financial, scenario modeling)
Evaluate and use technology to enhance operational efficiencies and market performance
Influence actions of peers inside and outside of Finance
Advanced knowledge of health care industry (minimum of 3 plus years experience in a Finance leadership role)
Undergraduate degree in Finance or equivalent field. MBA preferred
Ability to provide objective, analytical evaluation of health plan financial results
Experience reporting to Executive Leadership in a strategic partnership capacity
Managerial and leadership experience of a broad spectrum of professional finance staff (e.g. accounting, medical analysis, financial analysis, budgeting, actuarial, underwriting, etc.)
Excellent data analysis skills with the demonstrated ability to turn analysis into action
Able to highlight issues/problems and convey complex thoughts, written and oral, in a clear, concise and timely manner
Strong work ethic, independence and dependability; takes on broad new challenges

171

CFO Resume Examples & Samples

Produces balance sheets and budgets
Prepares and controls the operations budget and is responsible for accounting, taxation, financial statements, balance sheets, provisions and budgetary adjustments of companies
Produces and reports the balance sheet and profit and loss accounts of each company and the consolidated
Produces financial reports directed to the board of the company
Coordinates the activities of control, accounting, treasury and financial analysis
Supervises the accounting system ensuring compliance with current regulations
Control costs incurred vs budgets in the different investments in progress
Business Administration / Economics degree with solid financial and analytical skills or equivalent

172

CFO Resume Examples & Samples

Ensure credibility of organization by providing timely and accurate analysis of budgets, financial trends and forecasts
Manage processes for financial forecasting, budgets and consolidation and reporting to the company
Provide recommendations to strategically enhance financial performance
Bachelor's in Accounting, Finance or related field of study (Master's Degree preferred)
Strong experience with strategic financial planning, analysis, forecasting, modeling, budgeting and reporting
Strong interpersonal skills, ability to communicate and manage well at all levels of the organization
Experience managing people, with strong, professional communication and writing skills
Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses
Proficiency with Great Plains is preferred

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