Corporate Finance Resume Samples

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EL
E Larson
Eddie
Larson
900 Kovacek Isle
Boston
MA
+1 (555) 664 0002
900 Kovacek Isle
Boston
MA
Phone
p +1 (555) 664 0002
Experience Experience
Los Angeles, CA
Corporate Finance
Los Angeles, CA
Legros, Haag and Emmerich
Los Angeles, CA
Corporate Finance
  • Develop scorecards to provide transparency into reconciliation breaks, linking them to top side adjustments, and tracking their progress for remediation
  • Provide regular status updates to management; develop presentations and materials
  • Manage audit engagement teams, performing timely review and providing honest and constructive feedback
  • Provide status on assigned work items for management and stakeholders on a recurring basis
  • Develop recommendations to strengthen internal controls and establish financial policies, procedures and reporting systems to improve operational efficiency
  • Perform analyses, and accurately articulate results to managers & senior managers
  • Provide project management support and leadership on projects for processes related to Wholesale Credit and Liquidity Risk Management
present
New York, NY
Corporate Finance
New York, NY
Gusikowski-Medhurst
present
New York, NY
Corporate Finance
present
  • Work with existing team leads to develop and execute strategies for continuous improvement in their functional areas for 2017 and beyond
  • Developing internal and external relationships / networks to assist in the winning of M&A advisory work
  • Perform benchmarking analyses and assist in the development of measurement frameworks to communicate progress against key initiatives
  • Perform analytical reconciliations and develop improved efficiencies on current processes
  • Provide project management and leadership on projects for processes related to Wholesale Credit and Liquidity Risk Management
  • Develop and evolve control framework relating to the Finance and Risk Roadmap, including framework to support project scope and timelines
  • Helps provide status on assigned work items for management and stakeholders as necessary
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Strayer University
Bachelor’s Degree in Accounting
Skills Skills
  • Excellent communication and presentation skills. Ability to quickly grasp and explain both technological and business concepts
  • Strong attention to detail with an ability also to see the big picture
  • Excellent working knowledge of MS Excel (Pivot tables, v-lookups), MS Access and PowerPoint
  • Strong verbal and written communication skill with the ability to present information at varying levels of detail depending on the audience
  • Routinely make complex decisions and holds others accountable for quality deliverables
  • Ability to handle multiple deliverables concurrently to deliver high quality results in committed timeframes
  • Excellent working knowledge of MS Excel (Pivot tables, v-lookups) and PowerPoint
  • Ability to quickly understand a complex matrix of systems across the infrastructure and their interdependencies and relationships
  • Ability to manage complex reporting requests with end users to ensure detailed reporting specifications are met
  • Strong focus on customer service and quality
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15 Corporate Finance resume templates

1

Corporate Finance Resume Examples & Samples

  • Build and manage relationships and communications across LoBs and Corporate Finance Groups (CFGs)
  • Manage employee’s activities
  • Liaison between LoBs and Corporate Finance
  • Validate that all NBIAs are reviewed by CF
  • Engage all impacted Corporate Finance Groups
  • Coordinate discussions/meetings with LoBs as needed
  • Disseminate NBIA documentation (product description, risk classification , LoB Finance contacts) to CFGs for review
  • Provide risk and control advice to CFGs in reviewing NBIAs as needed
  • Manage CF review of NBIAs
  • Monitor progress of CFGs review against target
  • Coordinate and communicate CF NBIA approvals
  • Manage NBIA Inventory tracke
  • Provide metrics (i.e., NBIs in pipeline) to CFGs on a regular basis
  • Obtain and maintain documentation to support CF review
  • Communicate CF review and any conditions/open items to LoB NBIA Lead
  • 3+ years of project management and organizational skills
  • Prior NBIA program experience a plus
  • Working knowledge of NBIA Policy, Standards and Finance Considerations
  • Strong background in Accounting, Financial Reporting or Auditing
  • Strong understanding of internal controls, particularly internal controls over Financial Reporting
  • Excellent interpersonal and communication skills (verbal and written), and an established track record of collaboration
2

Corporate Finance Resume Examples & Samples

  • Analyze various LOB’s general ledger reconciliation/substantiation (GLRS) results, provide variance analysis, and craft commentary to create global metrics
  • Monthly Corporate BCC reporting
  • Monthly LOB controller’s meetings
  • Perform analysis of GLRS metrics to make recommendations for enhancement to GLRS tool
  • Lead Account Standards review and maintain standards for UCOAs
  • Performs review of system and processes to ensure standard, procedures, systems, and controls produce adequate reporting
  • Monitor records that are rejected by the GLRS system and obtain manual certification/ substantiation from the owning LOB
  • Support lines of business, audit, and corporate groups in charge of GLRS functions
  • Participate in GLRS Tool business requirement sessions, various project operational tasks, and support testing of GLRS system implementation and upgrades
  • Prepare presentations and supporting materials for GLRS staff functions and/or senior management
  • Create procedures and/or training materials for processes and/or GLRS tool
  • Technical skills: excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, understanding of financial statements, excellent business writing/procedures/training documents, has the ability to comprehend and clearly communicate complex concepts in a fast- paced, dynamic environment and provide strong documentation
  • Can work across numerous lines of businesses and into corporate, high degree of patience for working through multiple iterations of work, and dealing with the demands of senior management and the unpredictable and constantly varying subject matter of projects
  • Strong judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
  • Strong presence, comfortable interacting with and presenting to all levels of management
  • BA/BS in Finance, Accounting or related field with 3-5 years of related experience
  • Move up the learning curve quickly
  • Proficiency in all Microsoft Office applications, SAP, SDM, and CDGL
3

Corporate Finance Resume Examples & Samples

  • Engage all impacted Corporate Finance Groups (CFGs)
  • 3+ years of financial services experience
  • 2+ years of project management and organizational skills
  • Exceptional ability to communicate effectively (both oral and written)
  • A detail oriented problem solver with proven ability to evaluate processes, controls and issues to determine the risks
  • Can work independently, within a team and is comfortable in a virtual environment
  • Position is location neutral, although NYC area is preferred
4

Corporate Finance Resume Examples & Samples

  • Partnership and relationship management
  • Strong leadership and C-Suite/Board communication skills
  • Financial services domain knowledge, including expertise at the intersection of risk, finance and customer domains
  • Experience in leading major information management programs in key business areas for banks, insurance companies and/or investment banks
  • Expertise in business and IT architecture, including familiarity with leading architectural standards
  • Familiarity with Enterprise Metadata Management (business and IT)
  • Information management program life cycle experience
  • Experience in operationalizing Data Governance, Data Stewardship and Data Quality
  • Expertise in creating and deploying best practices and methodologies
  • Familiarity with industry data models
  • Expertise in creating and leading best of class Business and IT teams for information management
  • Experience in setting up and supporting information analytics teams
  • Experience in defining business requirements for information management projects
5

Corporate Finance Resume Examples & Samples

  • Manage the risk and control self-assessment process for multiple business units globally (US, UK, and India). This includes partnering with the business to identify key risks/controls/ issues, implementing standards, and meeting frequency requirements
  • Coordinate risk-based process reviews and pre/post audit reviews
  • Manage execution of strategic initiatives and projects as needed (e.g. controls around models, User Developed Tools etc) for assigned Corporate Finance functions
  • Communicate effectively to Finance business partners and other control functions
  • 5+ years of financial services experience
  • Strong accounting background. Sarbanes-Oxley 404 (Management Assessment of Internal Controls) background. Certified Public Accounting strongly preferred
  • Experience with, or knowledge of, implementing effective control environments
  • Strong analytical and evaluation skills with the ability to evaluate processes and assess the operational and financial impact of findings and control issues, communicate findings and develop recommendations
  • Ability to coordinate issues, findings and recommendations with colleagues across regions and/or divisions
  • Excellent desktop skills (Excel, Word, Access, PowerPoint)
6

Corporate Finance Resume Examples & Samples

  • Execute the VCG Sarbanes-Oxley (SOX) program: includes partnering with VCG management to identify significant balances/footnotes and associated controls that require SOX scoping. This position also performs management’s testing
  • Manage the risk and control self-assessment process for multiple VCG business units globally (US, EMEA and APAC). This includes partnering with VCG to identify key risks/controls/ issues, implementing standards, and meeting frequency requirements
  • Lead in monthly/quarterly calls with business partners based on a control agenda (e.g., Business Control Committees)
  • Coordinate/execute risk-based process reviews and pre/post audit reviews
  • Manage execution of strategic initiatives and projects as needed (e.g. controls around models, User Tools, etc) in partnership with VCG management
  • Previous financial services experience, with large part of experience in trading products and valuation processes
  • Previous experience in a large Accounting Firm, Internal Audit, or other control function with strong understanding of internal controls, is a plus
  • Strong accounting background - Sarbanes-Oxley 404 background is a plus
  • Outstanding ability to solve problems with the ability to exercise sound and balanced judgment and keen attention to detail but also the ability to see the “bigger picture”
  • Quick learner with the ability to identify changes to VCG functions, organization and processes and assess their impact to resiliency and the control environment
  • Bachelor’s degree or equivalent
7

Corporate Finance Resume Examples & Samples

  • Assist in driving the execution for cross Bank Controller strategic agenda including liaising with key stakeholders, ad hoc presentations and project management
  • Business Management activities: Act as an interface to other functions while supporting Bank agenda including resiliency monitoring, expense management, staffing agenda, ad hoc presentation preparation and RCSA process updates/coordination
  • Bachelor’s degree or the equivalent in Accounting, Finance, Business Administration or related field plus 4-6 years, prior controller or project management experience a plus
  • Excel and PowerPoint skills
  • Strong teamwork and communication skills, attention to detail
  • Ability to handle multiple tasks simultaneously and efficiently
8

Corporate Finance Resume Examples & Samples

  • Support Resolution Planning (the Firms “Living Will”) for the Bank LE and associated entities including the management of new BAU Appendices
  • Support review of the New Business Initiatives and identify escalation points
  • Support the management of Bank and branch governance including the closing of entities and evaluation of structures
  • Support the governance model for the Bank LE including the Bank Management Committee
  • Support efforts to ensure the accuracy and integrate disclosure controls over the Bank Financial Statements and the Bank Regulatory reports
  • Understand the Legal Entities that make up the Consolidated Bank
  • Create and analyze detailed metric reporting when needed
  • Analyze Control Policies and their applicability to the Bank Legal Entities
  • Escalate decisions to executive sponsors as necessary
  • Recognize areas for improvement and develop plans for implementing them
  • CPA preferred but not mandatory
  • Bachelor’s degree in accounting, finance, or related area
  • 5-7 years minimum of finance or related experience
  • Excellent Excel (pivot, vlookup etc.), PowerPoint, Word skills
  • Knowledge of Hyperion, Essbase, CDGL, and SAP desired.Previous experience with general ledger systems and performance of financial reconciliations and general ledger controls desirable
  • Experience working in control environment that requires attention to detail
  • Strong organizational skills and proven experience keeping projects/programs on time
  • Ability to present to key stakeholders · Strong analytical and leadership skills
9

Corporate Finance Resume Examples & Samples

  • 7 years of financial services experience
  • 3 years of project management and organizational skills
  • Quick learner with the ability to identify changes to the business functions, organization and processes and assess their impact to resiliency and the control environment JPMorgan Chase is an equal opportunity and affirmative action employer M/F/Disability/Veteran
10

Corporate Finance Resume Examples & Samples

  • Lead/participate in the resolution of business issues related to the identification, tracking and reporting of Reg W-applicable transactions across the LOB’s
  • Track progress in project execution, highlighting potential issues and recommending actions to senior project leads and other team members
  • Create and produce periodic executive reports and ad hoc MIS for meetings with senior management, Bank Board and bank regulators
  • Produce meaningful project metrics and status reports (daily updates, weekly scorecards, etc.)
  • Effectively communicate with peers and colleagues of all levels across different LOB’s and corporate functions
  • Participate in post-implementation efforts to ensure processes and controls are sustainable and to identify more efficient, integrated operating model and infrastructure for the global finance function
  • Minimum 5 years of previous experience working on complex financial projects / programs
  • Experience with implementation of process improvement projects within a consulting, finance, controls or compliance discipline
  • Proficient in Microsoft Office tools
  • Strong critical thinking and problem solving skills
  • Sound written and verbal communication skills
  • Strong control orientation and attention to detail
11

Corporate Finance Resume Examples & Samples

  • Monitor the release and impact of tax requirements for the firm and all impacted products
  • Analyze, define, document and deliver local jurisdictional requirements for the firm
  • Advise the business on daily matters involving transactions, rule interpretations, operations, and account matters
  • Provide regulatory advice and communicate policies to the firm
  • Participate in development/rollout of policies and procedures to comply with regulatory initiatives
  • Assist in resolution of compliance and control issues
  • Collaborate with technology partners to support the projects from a technical tax advisory perspective
  • Define and communicate applicable regulatory changes for implementation
  • Implementation and support of BAU processes and procedures for continuous FATCA compliance
  • Participate in the development of the governance and control program for FATCA
  • Liaise with the businesses, Corporate Tax and/or external counsel/advisors to understand and assist with training and communication
  • Good knowledge of tax requirements for a global financial services organization
  • Advanced degree in taxation or C.P.A. is desirable
  • Minimum of 5-7 years of tax experience required; prior position at a large accounting firm, financial services company, or law firm preferred
  • Self-starter able to work in a fast-paced, results-driven environment
  • Proven experience delivering timely, high quality reporting and analysis from diverse data sources
  • Attention to detail and ability to work autonomously within a team environment
  • Strong written and verbal communication skills, project management and partnership ability
12

Corporate Finance Resume Examples & Samples

  • Develop and document all requirements relating to the business engagement process at Citi for its semi-annual CCAR stress tests
  • Accountable for implementation and management of all business engagement related requirements
  • Responsible for identifying and working with individuals within the businesses to serve as principal business point of contact for business engagement related activities
  • Responsible for establishing standards and controls to ensure accuracy, completeness, and timeliness of business engagement related submissions
  • Responsible for working with Businesses and other Finance and Risk work streams to ensure a consistent and controlled approach
  • Responsible for all PPNR documentation required to support semi-annual Fed CCAR process requirements
  • Responsible for aggregating and reviewing all written and process documentation
  • Preparing regulatory documentation in accordance with instructions
  • Ensuring timely and accurate report filings
  • Performing supervisory review of the completed reports/schedules
  • Reviewing manual adjustment entries for reasonableness and to ensure that any such adjustments are well supported and fully documented). Liaise with the financial and business teams in order to identify and justify business engagement model
  • Identifying issues within Champion/Challenger process and escalating to appropriate parties
  • Performing analytical reviews which include a variance analysis at the schedule/report level to identify and ensure significant variances are explainable
  • Understanding reasons of variances from prior period(s)
  • Maintaining current written documentation of internal processes and procedures related to preparing and filing regulatory reports
  • Monitoring rule/instruction changes and providing timely updates to impacted parties, both at the Corporate and LOB levels
  • Evaluating impact and necessary updates from new or changes to products, new or changes to legal entities, business initiatives including acquisitions/divestitures, and system changes reported by LOB
  • Providing guidance on the instructions to the appropriate business and functional owners
  • Developing and maintaining supporting documentation for each filing, including reconciliations to the financial statements
  • Minimum 10 years of finance/accounting experience in financial services industry
  • Strong Research skills particularly as it pertains to understanding of corporate financials
  • Experience with regulatory matters such as Resolution Planning preferred
  • Proven analytical skills
  • Excellent written communication skills
  • Working knowledge of CCAR requirements (Capital Plan, FR-Y14 A)
13

Corporate Finance Resume Examples & Samples

  • Managing Training Central
  • Partner with Curriculum Leads to approve all new courses in Training Central, opening new course codes and create classes
  • Oversee class enrollment and work with Curriculum Leads / and Communications to market the class accordingly
  • Ensure that the evaluation feedback and attendance for all training is provided on a timely basis to the team
  • Ensure consistency with all class logistic information which is to be updated in Training Central, global training calendar, outlook invites and website
  • Manage the training mailbox to ensure execution related questions are addressed
  • Manage the global training schedule/calendar and marketing emails with Curriculum Leads
  • As needed, obtain and supervise local regional administrative resources that will perform course coordination
  • Budget and invoice payment and tracking
  • CPE: Collect and validate data and materials required for CPE requests. Generate and distribute CPE certificates
  • Identify ways to automate manual processes
  • Provide ad hoc support as requested
  • Liaise with curriculum lead and instructor to determine room, A/V and catering needs
  • Schedule instructors
  • Secure rooms
  • Update logistics (class dates, locations, times, etc.) in Training Central, Training Calendar, and Outlook
  • Order A/V (projector, dial in, Adobe Connect – if applicable), and catering as needed
  • Communicate course and program logistics to participants via calendar invite (includes mailing of pre-work/materials)
  • Send email to training instructors which will provide them with class logistics/instructions
  • Get materials, create name tents and sign in sheet (if applicable)
  • Send out, follow-up, collect and summarize evaluations
  • Post evaluation and course material in team SharePoint library
  • Collect sign in sheet and close out attendance in Training Central within one week of class taking place
  • Send evaluations to all course instructors and curriculum owners (Internal classes)
  • PC competence, especially MS applications (Word, Excel & PowerPoint); knowledge of Training Central, SharePoint, ConfirmIt, BusinessObjects and of virtual training tools such as Adobe Connect desirable
  • Ability to partner effectively with team members and work on a flexible and fluid team
  • Excellent organization skills and the ability to multi-task
  • Solution oriented to deliver results/meet deadlines under pressure
14

Corporate Finance Resume Examples & Samples

  • Calculate, analyze, and report Basel 1 and Basel 3 RWA for the TCP / Other Assets portfolio
  • Partner with LOB Controllers and Risk Management to investigate and determine key drivers of quarterly RWA variances such as portfolio changes, policy updates and capital treatment
  • Identify, track, and resolve credit risk data quality issues; Work towards streamlining and improving processes
  • Drive implementation of policy and methodology updates to the Basel 3 rule engine, this includes classification and calculation of the Other Assets portfolio, as well as establishing controls and procedures
  • 5-7 years experience in Finance, Risk Management, or related field
  • Experience in credit risk management and reporting
  • Experience in a production or operations environment preferred
  • Experience in project management preferred
  • Experience with Basel regulatory capital rules preferred
  • Experience driving large initiatives across multiple functional groups
  • Strong problem solving and analytical skills, able to work independently
  • Self-motivated individual who seeks a challenging role
  • Strong communication skills and relationship-building skills
  • Excellent organizational skills and control focus
  • Superior attention to detail and process-orientation
  • Expert in Microsoft Access and Excel required
  • Knowledge of Balance Sheet
  • Knowledge of functionality and books on General Ledger preferred
  • Knowledge of Basel III rules a plus
15

Corporate Finance Resume Examples & Samples

  • Assess the data quality of your assigned supplies (feed files) into Credit to minimize errors and ensure the highest level of data integrity for our customers. This will include supporting the creation of a common agenda that includes setting and tracking specific deliverables together with escalation and resolution of issues, while at the same time helping to educate the business to deliver on credit requirements, processes and priorities
  • Partner with the line of business to understand key business drivers, infrastructure, and products, to help identify potential business risks and assist with the creation of process efficiencies. You will gain an understanding of the key drivers of information for the consumers of the data fed into DAC (Data Acquisition and Control)
  • Monitor metrics and reconciliation reports to accurately manage progress with data quality issues, escalating critical concerns and proposing solutions, as needed
  • Track incoming change requests from suppliers or consumers related to North America data supplies where you have ownership
  • Partner with Technology and Supply Delivery project teams for successful, end-to-end implementation of supplies sourced via the credit environment. The Product Lead will ensure that all operating considerations have been addressed as part of each DAC implementation
  • Familiarity with Derivatives, Cash Securities and or Traditional Credit Products or trading/settlement applications will help you to be successful in the role. Successful candidates have demonstrated experience in Financial Operations and/or Middle Office as well as demonstrated knowledge of the Credit, Finance and/or Regulatory Reporting
  • Collaborate with other team members and peers to drive resolution of data quality and systemic issues across all supplies
  • Bachelors Degree required
  • Demonstrated superior problem solving and decision-making skills. The candidate must be able to identify issues, seek solutions and gain (near) consensus regarding outcome
  • Ability to dive into the details and understand the data provided by the Line of Business to the Credit Risk Infrastructure
  • Ability to take a step back and view the bigger picture, ability to balance strategic objectives with the need to make interim tactical choices in order to sustain progress
  • Excellent communication and influencing skills
  • Ability to work collaboratively and build relationships with internal and external clients/partners
  • Team player adaptable to changing environment, with good interpersonal skills
  • Demonstrated proficiency in MS Office products, i.e., Word, Excel, PowerPoint, Outlook and Visio
  • Experience with MS Access and Business Objects is a plus
16

Corporate Finance Resume Examples & Samples

  • Support Resolution Planning (the Firms “Living Will”) for the Bank LE and associated entities
  • 4-5 years minimum of finance or related experience
  • Knowledge of Hyperion, Essbase, CDGL, and SAP desired. Previous experience with general ledger systems and performance of financial reconciliations and general ledger controls desirable
  • Ability to present to key stakeholders
  • Strong analytical and leadership skills
17

Corporate Finance Resume Examples & Samples

  • Define and implement a Program Management framework, including: appropriate governance and oversight, project prioritization and resource allocation, project lifecycle disciplines and reporting, business case development, costs and benefits
  • Manage multiple large, complex projects including program oversight and execution (Governance, Project Plans, Stakeholder/Communication Plans, Requirements, Testing, Design, Issue/Risk identification and resolution, project resourcing, project budget, etc.)
  • Work with stakeholders to identify and staff project resources
  • Communicate with senior management regarding project progress and recommendations/decisions; develop effective presentations and project update materials suitable for senior executives
  • Monitor projects on an ongoing basis, evaluating progress and quality, managing issue resolution and taking corrective action as necessary
  • Facilitate the success of programs by improving dependency management and resource allocation across various programs and teams
  • Ensure projects are executed in an effective and efficient manner
  • Implement appropriate MIS
  • Act as an interface with Control partners, ensuring projects comply with all risk and control
  • Identify and recommend best practices and enhancements to be included in standards and procedures for projects and for work as it is integrated into BAU processes over time
  • Lead post-implementation efforts to create more efficient, integrated operating model and infrastructure for the global finance function
18

Corporate Finance Resume Examples & Samples

  • Developing internal and external relationships / networks to assist in the winning of M&A advisory work
  • Working as an Assistant Director within the team, the role will involve the following
  • Significant experience of working in M&A advisory, gained within a boutique corporate finance firm, leading investment bank or other corporate finance environment (such as within corporate development in industry or within corporate finance in a major accounting firm)
  • Experience of M&A advisory experience post professional qualification (e.g. CFA, ACA, MBA) or following investment banking analyst/associate training programmes
  • Agility to convert analysis into various outputs to present results in a clear and concise manner
19

Corporate Finance Resume Examples & Samples

  • Developing and maintaining internal and external networks and building client relationships to be used for business development
  • Identifying and developing new areas of business and services
  • Leading key proposals and presentations for new business
  • Leadership and management of projects
  • Overseeing the work of project teams and coaching junior staff
  • Commercial structuring and arranging financing and contracting solutions, including negotiating with funders
  • Overseeing financial modelling to support options analysis and business case preparation
  • Extensive experience within the healthcare sector, with particular experience of working transactions
  • Experience of working with different client types including private and independent sector healthcare providers of public health services
  • Transactional experience, working on either the buy or sell side
  • Comprehensive understanding and experience of commercial and contractual structuring and financing for transactions
  • Financial modelling capability
  • Strong analytical skills and ability to think laterally
  • Ability to grasp complex commercial and financing issues quickly
  • Strong attention to detail combined with ability to see the big picture
  • Ability to work accurately under time pressure and manage multiple commitments
  • Ability to identify opportunities for revenue growth
  • Excellent client facing skills and history or significant client exposure
  • ACA, CIPFA (or similar e.g. CFA) qualification
  • Email job
20

Corporate Finance Resume Examples & Samples

  • Supporting business development activities, including building client relationships, identifying opportunities and pitching for work
  • Developing and maintaining internal and external networks to be used for business development
  • Extensive experience of contract management activity
  • Extensive experience of establishing contract management processes and procedures
  • Leading contract management discussions with the Contractor
  • Comprehensive understanding of contract negotiations and experience in dealing with intermediaries
  • Ability to successfully lead project teams, develop team members and work collaboratively
  • Strong analytical skills and the ability to think laterally
  • The ability to grasp complex commercial and financing issues quickly
  • The ability to work accurately under time pressure and manage multiple commitments
  • The ability to convert analysis into various outputs to present results in a clear and concise manner
  • The ability to synthesise robust arguments and defend them in an articulate manner
  • Excellent client facing skills and history of significant client exposure
21

Corporate Finance Resume Examples & Samples

  • Day-to-day management of projects and contracts
  • Interfacing directly with Clients and Contractors
  • Analysis of contract compliance
  • Using contract tools to retain value
  • Contract administration
  • Overseeing the work of project teams
  • Developing and maintaining internal and external networks for business development
  • Degree Qualified
  • Experience of contract or programme management of large contracts
  • Experience of contract/programme management processes and procedures
  • Understanding of contract negotiations and experience in dealing with intermediaries
  • Ability to successfully lead project teams and work collaboratively
  • Excellent interpersonal skills and confidence when interacting with clients and contractors at senior level
  • Relevant experience in management of large complex public sector contracts such as PPP or PFI
22

Corporate Finance Resume Examples & Samples

  • Monitoring of contract compliance and performance
  • Use of contract tools to retain value
  • Development and use of Payment Mechanisms for contracts
  • Interfacing with Clients and Contractors
  • Experience of contract or programme management
  • Understanding of contracts and experience in dealing with intermediaries
  • Excellent interpersonal skills when interacting with clients and contractors staff
23

Corporate Finance Resume Examples & Samples

  • Project option appraisal
  • Financial and commercial bid evaluation
  • Financial modelling
  • Involvement in business development initiatives, including producing content for proposals and undertaking research into clients, projects, products and industries
24

Corporate Finance Resume Examples & Samples

  • Assisting with the arrangement of financing and negotiation with funder
  • Assisting with contract negotiations with, and on behalf of, clients
  • Developing and maintaining internal and external networks
  • Liaison with tax and assurance colleagues on related project matters
25

Corporate Finance Resume Examples & Samples

  • Supporting the CF team’s business development activity
  • Proactively identifying new opportunities
  • Preparation of Information Memorandums
  • Valuation reviews
  • Buy side acquisition support
  • Sale of businesses, MBOs and MBIs
  • Bank and Private Equity fund raising
  • Public sector and/or project finance experience is desirable, but not essential
26

Corporate Finance Resume Examples & Samples

  • Identifying & escalating transaction level intercompany differences between JPM Businesses
  • Working closely with Senior Controllers to understand and correct intercompany differences
  • Work with Global Controllers to highlight intercompany differences and risk areas
  • Message corrections and explanations to Corporate Reporting
  • Basic understanding of securities and derivatives and cash products
  • Comfort liaising with business managers, some at a very senior level within the Financial Control organization
  • Ability to build and maintain partnerships within the various product aligned businesses and across other corporate financial, and accounting groups
  • Utilize existing relationships and networks within JPMorgan CIB community an advantage
  • Ability to understand business drivers, requirements and influencing where necessary
  • Ability to escalate high priority items and be assertive in a high pressured setting with a senior audience
  • 1-3 years experience performing investment accounting helpful but not required
27

Corporate Finance Resume Examples & Samples

  • Working with the FSO TAS Partner team, identify standalone and cross Firm debt advisory opportunities within the financial services sector and implement an origination plan. Initially focussing on the UK market but developing our capability to offer CDA services in all of our FSO markets
  • Lead multi-disciplinary execution teams with a focus on delivering excellent client service to ensure a high proportion of repeat and follow-on business. Provide commercial, deal relevant transaction advice
  • Play a key role in all aspects of Practice development including; internal and external recruitment at more junior levels, developing coaching and managing team members to elevate performance levels across the team, client account management, solutions and capability enhancement, and driving a culture of operational excellence and quality in client service
28

Corporate Finance Resume Examples & Samples

  • Excellent quantitative, analytical and communication skills
  • An ability to work well under pressure and tight deadlines and have the aptitude to synthesize large amounts of information and develop innovative solutions
  • Are adaptable, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
  • A well-rounded academic background with coursework in finance or economics is recommended
  • Candidates must demonstrate academic strength (minimum GPA of 3.0)
  • Fluency in English is essential
29

Corporate Finance Resume Examples & Samples

  • CTA Qualified (indirect tax route) or equivalent relevant professional qualification
  • Practical experience in dealing with UK and EU VAT matters; non-EU experience beneficial
  • FS background experience beneficial
  • Strong research and communication skills essential
  • Attention to detail and “Best in class” approach
  • Able to work effectively within a team environment
  • Able to manage own workload effectively
  • Comfortable working within a demanding environment
  • Ideally, proven relevant professional experience within either
30

Corporate Finance Resume Examples & Samples

  • Provide monthly forecasts of Basel III Standardized & Advanced RWA across all products and lines of business
  • Perform quarter end consolidation, calculation, and reporting of Basel III Standardized & Advanced RWA
  • Act as business stakeholder on & help drive strategic projects related to reporting processes
  • Perform analyses, and accurately articulate results to managers & senior managers
  • Perform reconciliations related to attributes used in the RWA calculation processes, and process necessary adjustments
  • Participate in end user project testing as needed. Identify gaps in current reporting processes and implement new controls to better measure business financials
  • Multi-task in an ever changing environment
  • Take OWNERSHIP of processes
  • Partner with stake holders at all levels of the organization
31

Corporate Finance Resume Examples & Samples

  • Process Market Data invoices,
  • Resolve billing disputes
  • Perform operating margin analysis
  • Accrue for outstanding liabilities
  • Experience with Market Data vendor products and services (Bloomberg, ThomsonReuters, etc.) and/or third-party billing reconciliation and contractual language
  • Invoice reconciliation and billing dispute resolution
  • Ability to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups, as well as external vendors and Corporate Accounts Payable
  • Existing relationships and networks within JPMorgan CIB community an advantage
32

Corporate Finance Resume Examples & Samples

  • Manage the business resiliency agenda for Corporate Finance which includes overall strategy, recovery time assessment, plan development, dependency assessment, crisis management, testing preparation & execution, tool administration (RDMS & GENT), quality assurance, and metric preparation for Senior Management
  • Understand global finance business, organizational, and policy impacts on Corporate Finance and associated control programs
  • Previous experience with managing Business Resiliency
  • Excellent relationship management skills with ability to present, persuade, and collaborate effectively with management at all levels
33

Corporate Finance Resume Examples & Samples

  • Assist on Corporate Finance audit engagements
  • Employ computer-assisted auditing tools where applicable to maximize the efficiency of sampling
  • 5+ years of experience in audit or a related function
34

Corporate Finance Resume Examples & Samples

  • In-depth understanding of securities and derivatives products
  • 5-8 years experience performing investment accounting preferred
  • Bachelor's degree in Finance or Accounting (or equivalent experience)
  • Strong depth and breadth of knowledge across multiple asset classes
  • Effectively communicate across all levels of the organization (including senior management)
  • Effectively build relationships with key stakeholders
  • Leadership, relationship building, influencing and negotiation skills to drive the Financial Control agenda
  • Excellent working knowledge of MS Excel (Pivot tables, v-lookups) and PowerPoint, Microsoft Access desirable
  • The position is based in Delaware however specialist may be required to be available during UK hours at month end
35

Corporate Finance Resume Examples & Samples

  • Annual Technology planning for capitalization and amortization
  • Quarterly impairment reviews with chief technology officers
  • Asset management (WIP to FAR moves)
  • Monthly balance sheet metrics
  • Basic understanding of accrual accounting, forecasting and management reporting
  • Comfort liaising with senior management
  • Ability to build and maintain partnerships within the various businesses at different levels
  • Ability to understand business drivers and requirements and influence our product controllers/P&A partners to deliver solutions to business issues and problems
  • 4-7 years experience performing investment accounting preferred
36

Corporate Finance Resume Examples & Samples

  • Manage and conduct internal control reviews of business processes by evaluating and analyzing internal controls supporting regulatory execution requirements to ensure compliance and data quality across the firm
  • Define project plans for a variety of projects including workstreams of larger projects with corresponding documentation to support quality assurance testing
  • Lead compliance testing reviews for multiple lines of business in accordance with a robust testing program. This includes evaluating procedures, documenting results, conclusions, recommendations and distributing review reports
  • Analyze, review and validate moderate to complex regulatory requirements and associated forms or filings
  • Proven ability to independently identify issues, analyze problems and provide viable solutions; partner with colleagues to achieve resolution
  • Coordinate working group meetings, setting the agenda, preparing meeting materials, documenting minutes and ensuring clear ownership of action items
  • Partner with stakeholders, providing guidance and analysis, helping identify and escalate issues/risks/dependencies, implementation of best practices and facilitating communication across teams
  • Serve as control and documentation subject matter expert; provide education, guidance, training, and technical expertise as needed
  • Assist in implementation of new regulations. Communicate and participate in multiple operational, technological, and business projects (business requirements, implementation, procedures, etc.)
  • 10+ years financial services industry experience; audit and/or compliance experience preferred
  • Exceptional leadership and staff development skills with prior team management experience
  • Subject matter expert in control design and effectiveness
  • Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships
  • Strong organizational skills ideally with project and program management experience and a demonstrated track record of delivering timely results; proven ability to operate effectively under pressure and tight timeframes
  • Ability to initiate and drive change
  • Advanced analytical skills with the ability to anticipate issues and aggressively drive initiatives to achieve results
37

Corporate Finance Resume Examples & Samples

  • Perform tax research on global tax issues, with a focus on the Asia Pacific region, including tax treaties, local country issues pertaining to portfolio income paid to both resident and non-resident investors, and research on capital gains tax issues
  • Research, write and issue tax flashes to clients on Asia Pacific region country tax changes, taking into account the impact to clients and any changes required to systems, procedures and information products
  • Update and keep current J.P. Morgan’s E-Tax website, see website: http://www.jpmorgan.com/tss/General/Tax_Services/1159359993476
  • Liaise with internal Network colleagues to oversee tax market intelligence provided to our clients and manage tax market changes
  • Respond to client queries and tax-related information requests
  • Participate in client forums, webinars and other client tax information sessions
  • Provide written responses to Requests for Proposals
  • Support and/or manage projects to reduce product tax risks or implement taxation reform and corporate tax strategies
  • Work with other tax colleagues to conduct tax due diligence and tax risk reviews of new business initiatives
  • You have 5 to 7 years broad based post-graduate experience in tax of a professional services organization or large corporate, ideally in financial services
  • It is essential that you possess strong analytical, written and verbal communication, as well as presentation skills
  • You have a good understanding of tax concepts, particularly with respect to cross border portfolio investments of institutional investors and related withholding taxes
  • You are motivated, highly organized, and have attention to detail
  • You are self-sufficient and enjoy autonomy and yet are able to work as part of a small team of dedicated tax professionals
38

Corporate Finance Resume Examples & Samples

  • Process timely and accurate travel expense reports
  • Book international & domestic travel arrangements and organize itineraries
  • Coordinate catering orders for internal meetings and month end meals
  • Provide back up support for submitting system access requests
  • Flexibility; ability to juggle multiple tasks; quick work style, and ability to focus and conduct business with few errors/misses
  • Ability to work independently as well as part of the team to ensure that the needs of the group are always met and that adequate assistant coverage is provided to the group
  • Demonstrated experience with various JPMC systems
39

Corporate Finance Resume Examples & Samples

  • Perform detailed analysis to ensure that the model implementation is per specifications
  • Work with business and technology groups to define use cases and create scripts to independently test models and calculators
  • Participate in hands-on review of tools, documentation, process, and data to assess business requirements and conceptual and financial soundness of the implementations, as well as compliance with rules and best practices
  • Partner with internal and/or external Project Management Office resources to enhance end-to-end forecasting process and achieve continuous improvements
  • Strong analytical and problem solving skills. Financial testing/data analysis experience preferred
  • Proficient in programming/scripting (e.g. Python)
  • Good organizational, written and communication skills
  • Bachelors degree in Finance, Information Systems or related quantitative field is required. Advanced degree preferred. Pursuing CFA or other professional certification, a plus
40

Corporate Finance Resume Examples & Samples

  • Coordinate the tracking of Work Stream and Technology inputs to the Close process are received, validated, and reconciled to meet the Global Close deadline
  • Document specific Close issues, root cause analysis and remediation to include immediate remediation and long term solutions
  • Develop metric/trend reports and presentations for key stakeholders
  • Coordinate Global Close meetings with multiple key stakeholders remotely and in teleconference to present monthly Close information
  • Further enhance and manage the Global Close SharePoint site to perform dynamic metrics reporting
  • Support ad-hoc requests on other projects as needed
  • Weekend working required on a quarterly basis during Global Close
  • Bachelor’s degree, business-related (finance, business, engineering, computer science) or comparable 3-5 years of experience in finance / accounting with understanding of the finance platform and financial Close process
  • Ability to collect and collate/digest information and assess impact on processes
  • Strong communication and presentation skills to be able to communicate at all levels; ability to pitch communications/presentations at different audiences appropriately, from technical colleagues to senior managers in the business conveying information clearly and concisely
  • Experienced in Excel, SharePoint and Access Database desired
  • Experience managing multiple priorities with the ability to learn new information quickly and independently and generate creative ideas for continuous improvement
  • Must be flexible (capable of team work and independent effort) within a virtual team that encompasses different locations, countries, and time zones
41

Corporate Finance Resume Examples & Samples

  • Manage the Risk and Control Self Assessment (RCSA) and Sarbanes Oxley (SOX) compliance activities in partnership with management in Lines of Business (LOBs) and corporate functions
  • Stay up to date on firmwide requirements for RCSA and SOX programs
  • Plan and track RCSA and SOX activities for the year and facilitate discussions with management around the plan and status
  • Assist management in determining if process documenation is adequate and provide insight when processes are evaluated, redesigned or enhanced
  • Assist management in performing their risk assessment for the year
  • Assist management in performing a self assessment of control execution effectiveness
  • Handling escalated issues within corporate functions and LOBs
  • Take a hands on role in the preparations for a possible expansion of the Basel rules/guidance and related requirements (process design, build out and monitoring)
  • Coordinate with internal and external auditors in compliance effort
  • Create comprehensive tracking and metric reporting, with analysis that identify areas for escalation
  • You are a driven person with strong focus on high quality of your end products
  • You believe in processes and documentation as ways of ensuring compliance
  • You can delegate and manage, but you are primarily motivated by creating end products yourself
  • You characterize yourself as a specialist who is developing your management skills and is willing to learn
  • Strong understanding of internal controls, particularly internal controls over Financial Reporting (SOX) and the COSO framework (RCSA)
  • A problem solver with proven ability and experience in evaluating processes, testing controls and managing control issue resolution
  • Ability to prioritize and manage multiple workstreams effectively (proven experience keeping projects/programs on time)
  • It is a plus if you have an understanding of Six Sigma, Basel, CCAR/DFAST and Risk Management
  • 3+ years of experience as an auditor at a Big 4 accounting firm highly preferred
  • Hands on experience driving process as part of a project management team
  • BA in Finance or Accounting from leading University
  • CPA, CIA, CISA or equivalent certified
  • Up to 10% travel possible
42

Corporate Finance Resume Examples & Samples

  • Expense management and forecasting
  • Driving of business objectives and strategy
  • Ownership of Delaware F&BM location initiatives
  • Recruiting
  • Ability to navigate through the JPMorgan network/infrastructure
  • Experience influencing middle and front office partners to deliver solutions to business issues and problems
  • High level understanding of CIB and/or Finance functions preferred
  • Minimum 5 years experience of project management or business management
  • Excellent Microsoft PowerPoint skills
  • Minimum 3 years experience of project management or business management
43

Corporate Finance Resume Examples & Samples

  • Working with Technology Partners to develop and manage the Testing Strategy and Test Plan for Finance – Risk Convergence program encompassing the Sourcing, Platform, Hosting and Consumption work streams
  • Stakeholder Engagement and Communications
  • Ensuring effective line of business engagement on user acceptance test planning and execution
  • Partnering closely with Finance Program Managers, Finance and Risk DAC consumers and technology project managers through all phases of the project to ensure a well coordinated test approach
  • Communicate with senior management regarding testing progress and recommendations/decisions; develop effective presentations and project update materials suitable for senior executives
  • User Acceptance Test Planning
  • Ensuring test cases are complete and accurate and entered into Quality center in an accurate and timely manner
  • Develop and monitor UAT execution against a detail UAT project plan / test execution plan
  • Prioritize defects based on business impact and coordinate test execution re-execution based on defect fix
  • Administering SIT to UAT and UAT to Production tollgates including business sign-offs to proceed
  • Best Practices & Team Management
  • Developing and implementing UAT/QA best practices across the program
  • Manage a team which will work with Finance- Risk Program Work stream leads to document the Test Scenario’s, Use Cases and Test Scripts during the entire project life cycle
  • Establish the requirements for Testing Environments and the Management of same for the Finance – Risk Strategic Program. Work with technology partners to execute the requirements, manage availability of the environments to meet the defined PLC timelines for various work streams and implement the entry/ exit criteria for environment readiness to ensure testing standards are met
  • Manage the Testing Work stream as per the defined approach with appropriate governance and oversight, project prioritization and resource allocation, project lifecycle disciplines and reporting, costs and benefits
  • Responsibilities include oversight and execution (Governance, Test Plans,
  • Stakeholder/Communication Plans, Issue/Risk identification and resolution, project resourcing, project budget, etc.) of the Testing Work stream reporting to Central Program Execution council managed by DAC Technology and Operations
  • Work with stakeholders to identify and staff testing resources
  • 8+ years of program and/or project management experience required, preferably as Test Manager for an Enterprise wide program
  • Strong core finance technical skills and solid understanding of finance/ Risk processes, infrastructure and systems
  • Strong project and process management skills
  • Established track record of delivery in a high stress, complex environment against aggressive timelines
  • Ability to lead and influence without having positional authority. Strong team-orientation and leadership skills
  • Experience managing across LOBs and regions
  • Ability to develop strong client relationships and gain consensus on key decisions
  • Strong control orientation
  • Strong analytical and problem solving skills; sound judgment
  • Proficient in MS Office products – Excel, Access, MS project
  • PMP preferred
44

Corporate Finance Resume Examples & Samples

  • Work with the Finance Business Implementation Manager and Risk team to implement the Data Consumption requirements for all products required for US Regulatory Reporting, with initial focus on Loans and Wholesale Commitments. Objective is to ensure consumption data is complete, timely and available for all reporting requirements
  • Partner with the Data Consumption Project Manager and Functional Project Managers to derive and manage plans that implement the timely consumption of data required for US Regulatory Reporting in sync with the availability of that data via the Data Sourcing workstream of the Finance and Risk Roadmap. Need to ensure data consumption is looked at in the full context of the end to end process starting with Transaction Processing Systems all the way through to US Regulatory Reporting for all products, with initial focus on Loans and Wholesale Commitments
  • Develop and oversee US Regulatory Reporting day to day implementation project plans and budgets, define project resourcing requirements, track resource plan vs. actual time spent and all elements of the project life cycle
  • Oversee and administers the data consumption deliverables for selected infrastructure projects
  • Work with FIRS Operating Model Program Manager and Operations leaders to plan and implement key operating model deliverables for Finance Information Reporting Solutions within the appropriate project framework
  • Maintain strong working relationships with Finance and Line of business partners, facilitate effective communication, and work with business teams to assess needs, understand requirements and syndicate solutions
  • Establishing and managing strategic business and IT relationships
  • Experienced finance leader with proven execution of strategic process and technology initiatives in the context of Corporate, business and finance goals
  • Ability to effectively manage relationships across global, diverse Finance, Risk, Technology and Operations senior manager and relevant “SME” populations
  • Minimum 5+years hands-on experience managing large-scale, cross-functional transformational change programs and client management experience
  • Project/program management - proven ability to frame projects, establish required governance, and work across all constituencies in the business and Technology to successfully implement programs/projects
  • Highly developed influence and negotiation skills
  • Relationship management, ability to partner with senior leadership teams
  • A demonstrated bias for action, creative problem-solving, and achieving fulfillment by "creating order out of chaos"
  • In depth strategic and tactical understanding of assigned areas of responsibility
  • Demonstrate system life-cycle management skills, including a proven ability to develop business process models and requirements, and to work effectively with business and technology teams to implement organizational change
  • Project and strategic planning background
  • Excellent written and verbal executive-level communication skills
  • Excellent relationship and communication skills, highly collaborative - can build rapport and credibility
  • Experience working in Financial Products areas strongly desired
  • Project Management certification and/or Master’s degree in Business or related field desired
45

Corporate Finance Resume Examples & Samples

  • Partner with the line of business to understand key business drivers, infrastructure, and products, to help identify potential business risks and assist with the creation of process efficiencies
  • Partner with existing Credit and Liquidity risk operations teams to document the current process (system architecture, data flow, reconciliations, controls, etc.)
  • Represent operations at meetings with technology and projects/LOB teams
  • Provide project management and leadership on projects for processes related to Wholesale Credit and Liquidity Risk Management
  • Partner with the leadership team to re-engineer processes and operating models as it relates to internal controls, operational governance, and metrics preparation
  • Facilitates the creation of process documents, analyzes trends regarding team productivity, and performs E2E review of processes to highlight gaps
  • Lead the development of systemic and automated dashboards which facilitate the real time reporting of feed timeliness, accuracy, and completeness of data for both CRI and LRI data management
  • Collaborate with other team members and peers to drive resolution of data quality and systemic issues across all feed supplies
  • Partner with regional leadership team to identify and solve resource gaps, highlight and resolve barriers
  • Bachelors Degree required ( Engineering, Finance, or Business degree preferable)
  • Masters Degree ( Engineering, Finance, or Business degree preferable)
  • Sound knowledge of varied financial products suites
  • Excellent written and verbal communications, clearly communicate complex topics at all organizational levels
  • Problem solving and decision-making skills
  • Experience with MS Access and Business Objects is a plus but not required
  • Strong leadership and time management skills
  • 5 - 7 years’ experience in financial services operations capacity
  • 1 - 2 years’ experience in data quality management
  • Proven ability to lead multiple projects and meet deadlines
  • Experience with leading Lean Six Sigma initiatives in a financial services setting
  • Strong team player able to work with all levels of employees
  • Demonstrated technical, business, and strategic acumen
  • Self – motivated and able to work independently with minimal supervision
  • Collaborative leadership style
  • Able to negotiate, influence, and settle conflicts fairly
46

Corporate Finance Resume Examples & Samples

  • 8 years of professional experience (5+ must be in project management-PMO) Must possess extensive knowledge and expertise in program/project management, portfolio management, systems development methodology with demonstrated success at achieving results and keeping initiatives on track
  • 3-5 years of management experience preferred with the track record of managing a team with multi layer organization construct
  • Financial Services experience preferred
  • Required skills to develop and deliver scorecards, presentations and training sessions
  • Ability to understand both the business and technical requirements, to participate within various Risk and technology forums, interpret ting the changing Risk environment
  • A team player and adaptable to changing environment with good interpersonal skills
  • Strong technical skills such as Access, Excel, PowerPoint, Visio
  • Demonstrate superior problem solving and decision making skills
  • Candidate must identify issues, seek solutions and gain consensus regarding outcome
  • Excellent communication and negotiation skills
  • Manage and deploy initiatives by influence
  • Ability to work independently and multi task
  • Financial product knowledge desirable
  • Knowledge of database systems (e.g. MS SQL Server 2000, Oracle) and database concepts ( Optional)
47

Corporate Finance Resume Examples & Samples

  • Monitoring key liquidity and risk ratios
  • Supporting the Bank’s board
  • Managing the firm’s end to end Reg W governance framework
  • Managing the firm’s legal entity strategy (i.e. structure) and related governance
  • Lead/participate in enhancing the current reporting process leveraging the existing workflows, forms and databases while using a critical eye to design and improve on all aspects of the process to increase the efficiency and accuracy of the approval and reporting of Reg W transactions
  • Be the central point of contact for ensuring that all Reg W covered transactions are approved timely, entered into the database and reported accurately
  • Build LOB limit monitoring processes to enable LOBs to accurately determine their Reg W limits on a timely basis
  • Ensure Reg W limits for every transaction are monitored, analyzed and reported timely with appropriate escalation protocols if limits are reached
  • Produce meaningful reporting metrics and status reports (daily updates, weekly scorecards, etc.)
  • Participate and collaborate in meetings with project, IT, finance operations, compliance, legal departments and other resources required to complete the execution of the revamped approval and reporting process
  • Lead/participate in the resolution of issues, in collaboration with LOB Reg W leads and reporting contacts to ensure covered transactions and reported accurately and timely
  • Administer the database and facilitate the distribution of information among relevant audiences
  • Facilitate the sharing of best practices and process enhancements to be included into BAU procedures over time
  • Create and produce periodic executive reports and hoc MIS for senior management
  • Effectively communicate with peers and colleagues across different groups and functions
  • Write and own the procedures created to reflect the approval and reporting processes
  • Experience with implementation of project management processes in an organization
  • Proficient in Microsoft Office tools including Access, SharePoint, and good knowledge of project management techniques and tools
48

Corporate Finance Resume Examples & Samples

  • Manage multiple projects at different stages of lifecycle
  • Assist in determining recommendations and strategy respective to related initiatives, including translating analysis and results into business strategy
  • Drive and/or assist in defining project requirements and deliverables by identifying, driving and participating in project milestones, phases as well as specific action items
  • Drive and/or assist in creation of more efficient, integrated operating models and infrastructure for the strategic projects book of work
  • Partner business and technology stakeholders as necessary
  • Communicate with senior management regarding project progress and recommendations/decisions; develop effective presentations and project update materials
  • Maintain the program documentation library and SharePoint site
  • Direct and manage workload of both direct and matrix reports
  • Ensure projects are executed in an effective, controlled and efficient manner
  • Identify and recommend best practices and enhancements to be included in standards and procedures for projects
  • Actively participate and collaborate in work stream meetings and ad hoc working sessions including driving agendas, preparing meeting minutes and keeping track of agreed actions
  • 1-3 years of program and/or project management experience is desired
  • Basic core finance technical skills and solid understanding of finance processes, infrastructure and systems is a plus
49

Corporate Finance Resume Examples & Samples

  • Proactive and enthusiastic team player who will thrive in a dynamic and changing environment
  • Possess strong attention to detail and analytical problem solving skills
  • Excellent interpersonal, relationship management, and communication skills
  • Aptitude for consuming large amounts of data quickly and apply acquired knowledge to improve and execute responsibilities
  • Bachelor’s degree demonstrating a well rounded academic background; GPA of 3.2 or higher preferred
  • Relevant internship experience and demonstrated leadership in a school or community organization
  • Proficiency with Microsoft Excel, Word, and PowerPoint
  • Basic understanding of financial statements, accounting procedures, internal and external reporting, and variance analysis
50

Corporate Finance Resume Examples & Samples

  • Ensure data integrity and provide user support for General Ledger, Expense Allocation, Revenue Attribution, Reconciliation and Reporting platforms
  • Manage, mentor and guide direct and matrix team members in achieving daily and longer term objectives
  • Work with various areas to research, escalate, and clear exceptions in a timely manner, be the first escalation point for exceptions not closed per standards
  • Ability to execute against aggressive deadlines in a fluid environment
  • Ability to creatively mitigate identified risks
  • Excellent interpersonal, relationship management and communication skills
  • 3-5 years experience leading small/medium teams in a finance or related function
  • High level of proficiency with MS Office Suite, and knowledge of SAP, Business Objects, Cognos & Frontier functionality preferred
51

Corporate Finance Resume Examples & Samples

  • Help execute the firm wide data vision and strategy as pertains to all Data Profiling, Testing and Measurement
  • High quality focus on ensuring Data Profiling, Testing and Measurement standards are coherent, accurate and timely at all times
  • Responsible for technologists to develop requirements, testing and production deployment of dashboards and reports
  • Strong partnership with CDO, LOB and Technology support groups to ensure a high quality product and operating environment
  • Develop training and high quality support materials to ensure Best practice and Guidelines for Profiling and Testing are adopted and used by all stakeholder groups
  • Help Execute Data Quality Firm Wide Profiling/Measurement Capability strategy
  • Work with DQ Issues group and LOB stakeholders to define best practices for DQ Profiling and Measurement
  • Bachelor degree or equivalent work experience (3-5 yrs)
  • 1 - 3 years experience in a Data Governance organization
  • 3 – 5 years Project management experience
  • Prior Experience working with Data Quality Profiling, Execution and Measurement is highly desirable
  • Excellent prioritization, planning, organization and time management skills
  • Proven ability to work across diverse groups, build consensus and execute the agreed plans
  • Excellent communication skills, both written and oral
  • Ability to structure communication to various different levels (e.g. seniority) and types (e.g. Technology, Operations, Finance) of audience
  • Able to influence diverse stakeholder groups
  • Excellent interpersonal skills, comfortable at interacting with and communicating to all levels of Management
  • Quick learner both technical knowledge and systems
  • Must be detail oriented, highly responsible and able to work with tight deadlines
  • 2+ years experience developing advanced visualizations and dashboards in Tableau
52

Corporate Finance Resume Examples & Samples

  • Lead specific workstreams within individual projects and support in the development and deployment of FIRS Strategic Operating model
  • Lead sub-working groups or creation of key project deliverables (data analysis to drive operational or organizational decisions, process flows, RACI diagrams, communications) to support development of FIRS strategic operating model
  • Required to lead key working groups or remediation of key program issues or risks to closure
  • Partner with FIRS external operational leadership, functional SMEs, key stakeholders and FIRS consumers in the design and implementation of the global operating model for operations (roles/responsibilities, location strategy, control framework)
  • Support syndication and sign-off of target operating model across FIRS leadership and Sr Management
  • Develop end to end change management plans to transition from current state to target operating model
  • Day-to-day maintenance of project plans, metrics, risk/issues as well as development and occasional presentation of project status reports / updates to FIRS organization and Sr Mgmt
  • Provide project or business analysis support as necessary on other FIRS projects (e.g. product on-boarding, Tax initiatives)
  • Proven project management 5-8+ years’ experience
  • Proven experience in developing project plans, business analysis, and their execution
  • Moderate experience in operational, process or organizational design and related change management activities
  • Strong analytical capabilities and attention to detail; capable of synthesizing and summarizing complex data or findings to drive decision making
  • Ability to demonstrate personal initiative, ownership and accountability
  • Effective interpersonal skills, relationship building, influencing skills and ability to effectively partner with FIRS management and directs to help advance project agenda
53

Corporate Finance Resume Examples & Samples

  • Manage direct and indirect project resources in development of strategic operating model
  • Define approach for and day-to-day project oversight from development of FIRS strategic operating model thru the transition ownership and maintenance to FIRS Operational leads
  • On-going collaboration with and lead facilitation of FIRS external operational leadership, functional SMEs, key stakeholders and FIRS consumers in the design and implementation of the global operating model for operations (roles/responsibilities, location strategy, control framework)
  • Manage syndication and sign-off of target operating model across FIRS leadership and Sr Management
  • Create and maintain project metrics as well as Communicate with senior finance executives on an on-going basis
  • Provide project leadership as necessary on other FIRS projects (e.g. product on-boarding, Tax initiatives)
  • Proven project management 8-10+ years experience Business management discipline and experience
  • Proven delivery of operational, process or organizational design and rollout
  • Strategic mindset and ability to design and implement the future state operating model Strong organizational and time management skills; ability to manage multiple and conflicting priorities
  • Strong consulting, facilitation and consensus building skills
  • Strong interpersonal skills, exceptional relationship building and influencing skills and ability to effectively partner with all levels of management across numerous functions to help drive the external reporting agenda
  • Strong oral and written communication and presentation skills Proficient in MS Excel, PowerPoint, Visio and Word Audit, internal control or operational risk experience, a plus
54

Corporate Finance Resume Examples & Samples

  • Lead and/or Assist on Corporate Finance audit engagements with limited supervision in line with department deadlines
  • Build and maintain key relationships with stakeholders, establishing a culture of engagement while adding value
  • Minimum of seven years previous financial services experience preferably in public accounting, internal audit or risk and control functions
  • Working Knowledge of GAAP
  • **Any candidate not meeting ALL the requirements can be considered for a Senior Auditor, AVP role
55

Corporate Finance Resume Examples & Samples

  • Review and/or define specific data element business definition values in partnership with the business process owners , Data Domain leads and assigned Data Solution Architects
  • Review and/or capture metadata, review profiling results, document issues and establish data quality monitoring required to provide certification
  • Submit new elements, change requests , certification requests to the Data Management Council for approval
  • Provide status on assigned work items for management and stakeholders on a recurring basis
  • The Data Steward Senior is expected to engage with assigned areas within the business operations to develop knowledge and subject matter expertise of the business processes, systems of record, authoritative sources and their usage
  • Identify data quality issues through profiling and advanced analysis and work with Lead Data Stewards to prioritize issues
  • Bachelor’s degree in business preferred or related equivalent work experience
  • Minimum of 3-5 years of experience in any of the following disciplines. Data usage, Process Analysis Process Improvement, Technology Development/Support, Project Management
  • Advanced analytical and problem solving skills with the ability to understand business and technical functions, process information quickly and assess impacts to data elements
  • Strong communication (oral and written) skills working to collaborate and build relationships with team members and required cross impacted stakeholders representing the line of business, Domain Leads, IT and other operational partners
  • Highly organized as the role requires keeping up with the ever changing environment. Examples include: new and improved tools and methodology to maintain the data quality and integrity
  • Ability to influence and build relationships
56

Corporate Finance Resume Examples & Samples

  • Preparation, consolidation, review and detailed analysisof a number of key financial activities including, but not limited to
  • Over 6 years professional experience in handling large amount of data, analyzing P&L and Balance sheet drivers preferred
  • We are looking for ambitious, driven individuals willing to remain in this position for a minimum of three years
  • Broad understanding of how JPM operates across its business and its dynamics within the financial services industry
  • Understanding of Corporate Finance, financial accounting and/or key financial concepts and how there are applied at the firm
  • Ability to develop, synthesize and present perspectives on key strategic/financial issues
  • Critical thinker who can challenge current practices and identify new opportunities
  • Self-starter who is driven to excel and seeks to break the status-quo and initiate improvements where necessary
  • Hone presence with senior level management
57

Corporate Finance Resume Examples & Samples

  • Bachelor's degree in Accounting/Finance. CPA/MBA preferred, but not required
  • 8+ years of experience in Control, Risk Management, Audit or Finance role with a control focus
  • Solid organizational, project management, and multi-tasking skills with demonstrated ability to manage expectations and deliver results in a fast paced environment
  • Demonstrated leadership abilities with track record of driving results through cross-functional organization
  • Highly motivated, self- directed
  • Must have strong analytical and financial skills with a track record of execution against deliverables
  • Proficiency in Microsoft applications, esp. Excel, Word, and PowerPoint, Access and Visio a plus
58

Corporate Finance Resume Examples & Samples

  • Oversee and develop financial system reporting infrastructure for analytic reporting strategy including design, testing, distribution, and user training
  • Work collaboratively with Senior Finance, Technology and Operations staff to develop reporting solutions to support the current FP&A group and Lines of Businesses
  • Demonstrate practical business knowledge and technical expertise in representing finance in IT scoping and data management council forums
  • Manage the technical Hyperion Essbase environment
  • Manage a diverse team consisting of financial, technical, and management staff
  • Role requires close partnership with senior level IT, Operations, Risk, and Finance staff
  • Bachelor's degree in IT and Financial systemsd iscipline
  • 10+ years of financial solutions architecture, software development and project management experience
  • Must have strong OracleSQL query language, Unix, data warehousing and JAVA experience
  • Must have Hyperion Essbase cube design and administration experience
  • Proficiency in Microsoft applications including strong Excel and VBA skills
  • Proven experience managing a group of employees with IT, finance, and project management backgrounds
  • Ability to manage multiple projects with tight timelines
  • Highly motivated, self directed
59

Corporate Finance Resume Examples & Samples

  • Manage and lead a team of 3-6
  • Responsible for the management and oversight of the following
  • Bachelors degree required, Finance or Accounting preferred
  • Minimum of 3-5 years of relevant experience required
  • Ability to multi-task and be hands on in a high volume, fast-paced environment to meet deadlines under pressure
  • Strong interpersonal and communication skills with the ability to effectively work with all levels of staff and management
  • Sound judgment and decision-making ability
  • Proficient in Microsoft Excel
  • Experience preferred with automated financial systems (SAP)
60

Corporate Finance Resume Examples & Samples

  • Perform assigned responsibilities including project setup, funding, invoice processing, closeout, and quality/audit checks in accordance with department standards and Service Level Agreements
  • Analyze and reconcile project information, funding, and invoicing requiring specialized knowledge of project processing methodology incorporating process/policy standards within the department
  • Ensure that Service Level Agreements are maintained throughout the year
  • Ensure daily workload is completed with minimal errors and within designated time frame
  • Consistently meet established daily production and accuracy expectations
  • Obtain thorough understanding of assigned responsibilities, fixed asset accounting concepts, budgets, and detailed knowledge of operations that affect our clients
  • Evaluate, research and resolve outstanding items
  • Communicate with partners to facilitate resolution of outstanding items. Partners will include internal customers and external service providers
  • Identify exceptions to standards, determining underlying causes and escalating to the supervisor and/or partners as appropriate
  • Maintain accurate documentation to support transaction processing in compliance with Corporate Accounting policies and practices
  • Cross-train on other functions in order to provide back up for other analysts during vacations, illness, etc
  • Suggest process improvements to supervisor
  • Analyze, track and report on project processing irregularities
  • Two year Accounting / Finance /Business Degree preferred (or equivalent work experience – minimum of 3 years required)
  • Strong Microsoft Office knowledge, specifically Excel and Outlook
  • Previous accounting and/or customer service experience is required
  • Ability to grasp accounting concepts and apply appropriately
  • Ability to research and resolve or suggest resolutions to problems (including follow-up)
  • Strong attention to detail and ability to complete self-review of work
  • Must be able to work in a high volume production environment with emphasis on teamwork, meeting established deadlines, and multi-tasking under pressure
61

Corporate Finance Resume Examples & Samples

  • Chemistry & communication are important, including the ability to engage with multiple people across the organization/process
  • CPU has established a good rapport with a large network across the firm and it will be imperative for each team member to merge in well with that dynamic
  • Similarly, the ability to perform detailed business process walkthroughs and properly ask follow-up questions when the answers do not appear to be making logical sense, ie challenge the status quo, uncover missing links
  • Thought leader with respect to end to end business processes and data validation support
  • Process mapping skills and thought process in this area are key, which includes being able to summarize the overall process into readable narratives/flowcharts using Word/Excel/Visio/iGrafx
  • Relationship management, ability to quickly partner with corporate and line of business leadership teams
62

Corporate Finance Resume Examples & Samples

  • Define specific data element business definition values in partnership with the business process owners and assigned Data Solution Architects
  • Capture metadata, review profiling results, document issues and establish data quality monitoring required to provide certification
  • Helps provide status on assigned work items for management and stakeholders as necessary
  • The Data Steward Analyst is expected to engage with assigned areas within the business operations to develop knowledge and subject matter expertise of the line of business processes, systems of record and authoritative sources and their usage
  • Identify data quality issues through profiling results review and work with Lead Data Stewards to prioritize issues
  • Minimum of 1-3 years of experience in any of the following disciplines. Data usage, Process Analysis Process Improvement, Technology Development/Support
  • Basic analytical and problem solving skills with the ability to understand business and technical functions, process information quickly and assess impacts to data elements
  • Intermediate communication (oral and written) skills working in collaboration with team members and required cross impacted stakeholders representing the line of business, Domain Leads, IT and other operational partners
  • Highly organized as the role requires keeping up with the ever changing environment. Examples include new and improved tools and methodology to maintain the data quality and integrity
  • Excellent Team work
63

Corporate Finance Resume Examples & Samples

  • Work with the Finance Business Implementation Manager to implement the Global Finance business Data Consumption strategy to ensure data completeness, integrity and flexibility is provided globally to meet internal and external reporting requirements across LOBs and Corporate users
  • Partner with the Data Sourcing and Data Reporting Project Managers to drive plans that deliver business process and technology solutions such that Data Consumption is looked at in the full context of the end to end process starting with Transaction Processing Systems all the way through to end user Reporting
  • Oversee and Administers the data consumption deliverables for multiple concurrent infrastructure projects
  • Develop and maintain project plans and budgets, define project resourcing requirements, track resource plan vs. actual time spent
  • Minimum 10 - 15 years experience managing large-scale, cross-functional transformational change programs and client management experience
  • Thought leader in end to end business processes
  • Experience working on technology integration projects strongly desired
64

Corporate Finance Resume Examples & Samples

  • Collaborate with the LOB and Technology to perform root cause analysis of existing data quality issues referred by the Fin/Risk DAC Operations team
  • Monitor, track and update entries in the Data Quality Management (DQM) tool for systemic data issues requiring attention and prioritization by the Firmwide Data Management team
  • Monitor progress against actions plans until completion and closure of issue
  • Provide regular status updates to management; develop presentations and materials
  • Knowledge of the credit and finance business or specific credit related products is a plus
  • Experience with the MS Office suite of products (Excel, PowerPoint, Word)
  • Strong communication skills, both written and verbal
  • Ability to work independently with strong follow through
65

Corporate Finance Resume Examples & Samples

  • Manage and lead a team of 8-12
  • Responsible for oversight of accounting activities, including
  • Bachelors' degree in Accounting or Finance required; CPA/MBA preferred
  • Minimum 7 years accounting experience, with 3 years management/supervision experience required, working in a high volume, fast-paced environment
  • Big Four public accounting experience and/or large corporate experience strongly preferred
  • Demonstrated track record of increasing levels of responsibility
66

Corporate Finance Resume Examples & Samples

  • Working with central Program Execution team on defining the Consumption & Sourcing approach for Finance – Risk Convergence program, being responsible for implementation of the defined approach with appropriate governance and oversight, project prioritization and resource allocation, project lifecycle disciplines and reporting, costs and benefits
  • Individual will be work along side technology partners on the Consumption Strategy for all the Asset classes in scope for Finance – Risk Convergence and will lead a team responsible for requirements definition, Functional reviews, testing strategy, Testing execution, and implementation for downstream consumption of strategically sourced data
  • Responsibilities include oversight and execution (Governance, Project Plans,
  • Stakeholder/Communication Plans, Requirements, Testing, Design, Issue/Risk identification and resolution, project resourcing, project budget, etc.) Of the Data Consumption Work stream reporting to Central Program Execution council managed by DAC Technology and Operations
  • Work with various Finance- Risk program Managers to ensure their requirements for Regulatory, Business reporting are met as part of convergence program, partner with Technology and Business Owners within Finance – Risk who would be consumers of the Finance – Risk DAC to define consumption timelines and execute on the same as per defined project lifecycle timelines
  • Lead post-implementation efforts to create more efficient, integrated operating model and infrastructure for the Finance- Risk function
  • 10+ years of program and/or project management experience required
  • Bachelors degree required, CPA / CFA helpful
67

Corporate Finance Resume Examples & Samples

  • Developing partnerships with various upstream suppliers of data to Credit/Finance (e.g., Corporate Investment Bank, Asset Wealth Management, Business Banking, etc.) to understand their business, ensure completeness, timeliness and quality of their data and coordinate changes via the DAC thru the end to end environment
  • Establishing and documenting Business Requirements on behalf of the Finance and Risk BAU operations teams
  • Coordinating with all Credit and Finance consumers to ensure completeness of business requirements with a clear understanding of operational issues, and resolution and ownership of issues related to on-boarding new supplies
  • Developing and managing User Acceptance Test Plans associated with the sourcing of new or enhanced data supplies for Traditional Credit products both into the strategic environment as well as into the legacy environment
  • Personally executing certain portions of User Acceptance Testing
  • Managing the on-boarding of new products/supplies into the Finance – Risk environment and explaining all data quality issues of your assigned project to ensure the highest level of quality
  • Coordinating with consumer business leads on supply deliveries and managing the consumer signoff process
  • Documenting processes and procedures for new supplies and coordinating the hand over to the Finance and Risk Operations team for that supply
  • Performing Root Cause analysis around existing data quality issues within the Traditional Credit Product space
  • Knowledge of the Finance and Risk business or specific Credit related products is a plus
  • Working knowledge of SQL
  • Previous Business Analysis experience and experience conducting/participating in User Acceptance Testing processes
  • Demonstrated superior problem solving and decision making skills
  • Candidate must identify issues, seek solutions and gain consensus regarding resolution approach
  • Ability to take a step back, view the bigger picture, and balance strategic objectives with the need to make interim tactical choices in order to sustain progress
  • Excellent communication and negotiation skills, ability to work with peer Middle Office and Technology staff as well as Front Office business contacts across Credit consumer organizations and other JPMorgan Chase lines of business
  • Previous Project Management experience and previous experience running large meetings with demonstrated success at achieving results and keeping deliverables on track
  • Demonstrated ability to focus on accuracy and attention to detail
  • Team player and adaptable to changing environment, with good interpersonal skills
  • Highly disciplined individual, self-motivated, and delivery-focused
  • 7+ years of program and/or project management experience required
  • Strong core finance technical skills and solid understanding of finance processes, infrastructure and systems
68

Corporate Finance Resume Examples & Samples

  • Maintain Funds Transfer Request Log to track daily requests
  • Review and approve Funds Transfer requests through eServe
  • Processing daily & monthly GL entries
  • Communicate to DDA owner any overdrawn Interco account balances
  • Track daily balances of TravelEx accounts and invoice respective states on a monthly basis for reimbursement
  • Responsible for monthly Overdraft reporting and reconciliation
  • Process daily journal entries for any overdrawn 3rd Party Bank balances
  • Experience with SAP
  • Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies
69

Corporate Finance Resume Examples & Samples

  • Support the Firmwide Financial Control Workstream Leads on the Ledger migration to SAP, on behalf of FFC; coordinating across all LOBs
  • Assist in the defining business requirements
  • Identify current and future state operating models
  • Perform gap analysis
  • Identify risks and issues
  • Liaison with PMO and LOB stakeholders
  • Basic understanding of Merit ledger and associated functionality (nice to have)
  • Comfortable liaising with various product aligned businesses and across other corporate financial and accounting groups
  • Ability to understand business drivers and requirements
  • Strong analytical skills: Ability to quickly understand workings of a complex processing system across the infrastructure and their interrelationships and dependencies
70

Corporate Finance Resume Examples & Samples

  • Work with the Data Governance team, project teams, and partners to define governance processes aligned to the Firmwide CDO initiatives
  • Perform ad-hoc analysis as required on topics such as data usage, user trends, and user experience
  • Facilitate sessions with various stakeholders to effectively review and update process documents
  • Define, socialize and publish relevant Data Governance process documentation to stakeholders
  • Act as a Subject Matter Expert on the Data Governance processes to support business users and drive adoption
  • Support the training team in developing training content on new Data Governance processes to ensure all users understand the operating model
  • Produce metrics and reports for senior management and board reporting packages
  • Bachelor’s degree in Business, Engineering or Information Systems
  • At least 3+ years of related work experience
  • Strong analytical and verbal/written communication skills
  • Self motivated and proactive in identifying issues and recommending resolution to those issues
  • Strong relationship building skills, demonstrated consultative approach and influencing skills
  • Eager to expand knowledge while becoming a subject matter expert in the topics of data management and data governance
71

Corporate Finance Resume Examples & Samples

  • Work with the Data Governance team, project teams, and partners to define comprehensive governance processes aligned to the Firmwide CDO initiatives
  • Facilitate sessions with various stakeholders to effectively review and update the operating model
  • Lead the creation and syndication of relevant Data Governance process documentation to stakeholders and users within the firm
  • Drive improvements to the operating model based on lessons learned
  • Create business requirements for future releases of the metadata repository (DataBook and DataWiki)
  • Act as a Subject Matter Expert on the Data Governance operating model and metadata repository to support LOBs and drive adoption
  • Support the training and operations teams in developing training content on new Data Governance processes to ensure all users understand the operating model
  • Develop material for senior management and board reporting packages
  • MBA or related graduate level degree preferred
  • 5 to 8 years of experience in data management at a major financial institution
  • Knowledge of data governance, regulatory reporting, and finance or risk management a plus
  • Experience in Data Management practices and data governance including data dictionaries, metadata repositories and data quality management tools
  • Excellent presentation and writing skills
  • Demonstrate analytical and problem solving skills – including ability to anticipate, access and determine solution
  • Ability to work effectively in a high pressure work environment
72

Corporate Finance Resume Examples & Samples

  • Oversee the ongoing development across corporate internal reporting platforms supported or owned by FIRS
  • Work collaboratively with business and technology stakeholders to prioritize solutions development requests and define scope of scheduled releases; lead the demand planning process
  • Lead a PMO to facilitate program delivery; provide scorecard reporting, governance, operational project support and program delivery process improvements
  • Build and maintain key relationships across business stakeholders (e.g., project managers, business users, subject matter experts), and operations and technology partners
  • Manage a diverse team of financial, project management and business analysis professionals
73

Corporate Finance Resume Examples & Samples

  • Experienced finance leader with proven contribution to the development, documentation and execution of strategic process and technology initiatives in the context of broad Corporate, business operations and finance goals
  • Effectively manage LOB and Corporate relationships firm-wide across global, diverse Finance, Risk, Technology and Operations managers and relevant “SME” populations
  • Ability to partner with peers within Business Architecture, Data Management, and the Finance & Risk Roadmap to ensure consistency across the firm on relevant deliverables, issues, risks and important change management initiatives
  • Experience working with large-scale transformational change programs. Demonstrate project/program management skills, including a proven ability to develop business process models and requirements, and to work effectively with business and technology teams to successfully implement organizational change
  • Thought leader with respect to end to end business processes, particularly those impacting financial/regulatory reporting
  • Strong influence and negotiation skills
  • Identify resource requirements and relevant staffing plan in conjunction with the development of the overall CPU organizational structure and team
74

Corporate Finance Resume Examples & Samples

  • Experienced project manager with proven ability to development and implement technology and operations initiatives across a broad, cross-LOB stakeholder base
  • Effectively manage relationships across a global, diverse Finance, Risk, technology and operations stakeholder base and relevant line of business “SME” populations
  • Strong knowledge of MIS/Segment reporting and External/Regulatory Reporting across all businesses (preferred)
  • Ability to partner with cross program leadership teams
75

Corporate Finance Resume Examples & Samples

  • Review and/or define specific data element business definition values in partnership with the business process owners , Data Domain leads and assigned Data Solution Architects, External Financial Reporting teams and Finance Consumption product leads
  • Partner with external reporting and finance consumption teams on report line definitions and interactions with data domains for report data element requirements
  • Minimum of 5-7 years of experience in any of the following disciplines. Data usage, Process Analysis Process Improvement, Technology Development/Support, Project Management
76

Corporate Finance Resume Examples & Samples

  • Support the GTI Vendor Optimization Program, an effort to reduce vendor expense through improved governance, analysis of management information and pipeline reporting. Responsible for tracking save opportunities and production of monthly executive level reports highlighting achievements and opportunities
  • Support the GTI Vendor Reduction Program, an effort to reduce reliance on third-party providers through in-sourcing, elimination or aggregating requirements with a smaller number of strategic suppliers
  • Develop and maintain reporting for New Vendor Spend and key business drivers including LOB demand, centralisation into GTI and new product requirements
  • Maintain a Vendor Deal Pipeline. Provide new deal analysis and financial modeling including aggregate GTI views, what if analysis & ROI analysis. Partner with the JPMC sourcing teams to ensure supporting data is complete for key contracts including multi year financials, contract start & end dates, products & services and entitlements & volume
  • Develop and maintain a linkage between the contractual view of new vendor deals and the financials and highlight areas of opportunities & risk in the GTI budget / outlook. Partner with JPM sourcing managers, GTI Operational Managers & B&FP finance teams to translate sourcing saves into a P&L view and determine impact (+ or -) against the vendor productivity target
  • Develop and maintain multi year projections of vendor spend which are utilized in Senior Executive Planning and Forecasting presentations and as inputs into multi-year plan projections
  • Support Contingent Worker Programs including strategic Beeline roll-out, improvements to worker controls and know your Employee policy implementation. Develop closer linkages between individual statements of work, the associated vendor workers and the GTI budget / outlook
  • Partner with the BFM Leads and B&FP (business & financial planning) teams to provide transparency and insight into vendor expense and the underlying business drivers
  • Drive better linkages into other BFM disciplines including investment management, location strategy & resource management
  • Ad hoc request fulfillment for Finance, Technology & Sourcing managers
  • Core Competencies
77

Corporate Finance Resume Examples & Samples

  • Are you looking for an excellent semi-senior level opportunity to join a Corporate Finance environment?
  • An opportunity to be part of one of the most highly dynamic and fast growing sectors in Ireland?
  • This role will have a key focus on the areas of Mergers & Acquisitions, Transaction Services and valuations
  • The clear attractiveness of this role is signified in its diversity: Financial reviews, due diligence, assisting with sales, preparation of business plans, debt and equity raising
  • This opportunity is open to candidates with at least 2 years' experience at practice level where their responsibilities consisted of a broad accounting arrange i.e. Preparation of accounts, audit, management accounting and tax etc. Prior experience in the area of Corporate Finance or Transaction Services would also be beneficial but not a necessity
78

Corporate Finance Resume Examples & Samples

  • Financial Data Analysis & Integrity: Understand workflow, data flow, financial reporting concepts/consumption/calculations/aggregations, application design and data drill-through/analysis in order to troubleshoot issues and ensure that book of record for financial plan/forecast is complete and accurate
  • Run Book Management: Execution on the monthly run book which includes all steps taken to ensure environment readiness and fit-for-use financial information on behalf of consumers as per agreed upon timeline
  • Relationship Management: Ongoing communication and relationship building with Firmwide/Capital Planning & Analysis, financial data providers, application development, technology production support and offshore operations teams
  • Project Support Participation in PLC in support of business requirement gathering, proof of concept, design specification, operating model considerations, testing and implementation activities
  • Data Sourcing: Interaction with data provider surrounding SLA enforcement, issue resolution, error research, data reconciliation, etc
  • Issue Monitoring, Tracking and Resolution: Ownership and oversight of client or process incident tracking on a daily basis including driving enforcement of governance, production of metrics to enable management of application performance delivery. The individual in this role will monitor issue metrics and prepare root cause analysis to identify and implement steps to reduce inquiry/issue occurrence and manage the monthly reconciliation process between controlling systems. This process includes identifying, explaining, and assessing key performance metrics as well as data quality issues
  • Experience with Essbase (cube builds, reference data, drill-through, analysis, reconciliation) and Oracle DB
  • Advanced MS Excel skills required; MS Access, PowerPoint, SharePoint and Visual Basic desired
  • Must have excellent teamwork orientation
  • Ability to work independently in a fast moving environment
79

Corporate Finance Resume Examples & Samples

  • Collaborate with the LOB and Technology to perform root cause analysis of existing data quality issues referred by the Fin/Risk DAC Operations team , this includes understanding the end to end process and controls
  • Act as a subject matter expert around the risk infrastructure environment assisting various teams with ad hoc requests
  • Compile executive summary documents for assigned data quality issues
  • Escalate issues to the appropriate level of management diligently
  • A bachelors degree or equivalent is required
  • 7-10 years experience in the financial services industry
  • Highly energetic self starter with a focus on obtaining results
  • Ability to lead and influence without having positional authority in order to progress initiatives
  • Strong analytical / critical thinking and problem solving skills; able to develop and clearly present drawn conclusions & potential solutions with consideration to inherent risks
  • Strong project management skills with experience running large meetings with demonstrated success at achieving results and keeping meetings on track
  • Ability to communicate effectively at many levels of the organization including synthesizing key messages for senior management
  • Capability to work both independently with strong follow through and adapt to team environment
  • Aptitude to think outside the box and balance strategic objectives with the need to make interim tactical choices in order to sustain progress
  • Proficient in MS Office suite of products (Excel, VISIO, PowerPoint)
80

Corporate Finance Resume Examples & Samples

  • Part of global management team, advising on business strategy, managing risks, optimizing performance and planning, and establishing business priorities and ensuring delivery
  • Review and re-design of internal share point site to organize policies and procedures documentation, reporting storage/archives, informational knowledge base, and project management documentation
  • Oversee and approve presentation and distribution of all metrics and key performance indicators
  • Represent operations management as primary point of contact to the Business Management team for all reporting, control issues, audits and people agenda initiatives
  • Coordinate operations team resourcing to work with Data Analytics team to progress all data quality issues
  • Maintain and track Operations book of work, liaising with Projects team to monitor progress of SPLC and coordinate operations requirements/resourcing as needed
  • Quality control and review all metrics reporting
  • May lead to management of team of associates
  • 7-10 years experience in financial services operations or business management capacity
  • Investment banking product knowledge ideal, along with experience in associated operating procedures, accounting and control policies
  • Superior written and verbal communications skills
  • Strong desktop skills...specifically Excel, Powerpoint
  • Proven track record of influencing others, collaborative management style and professionalism
  • Bachelor’s degree (Engineering, Finance, or Business degree preferable)
  • Ability to present to senior executives as well as junior staff members
81

Corporate Finance Resume Examples & Samples

  • Execute data profiling and data quality testing and reporting tasks as assigned
  • Help execute the firm wide data vision and strategy as pertains to all Data Profiling, and Data Quality Testing and Measurement capabilities
  • Establish best practice, standards, policies and procedures to utilize data profiling and data quality tools to proactively identify data quality issues
  • Provide guidance and assistance to technologists to help develop requirements, Data Quality rules and scorecards
  • Provide guidance to Data Stewards and Data Analysts to utilize Data Quality tools in in the adoption of data quality standards, policies and procedures
  • Work with DQ Issues groups and LOB stakeholders to define best practices for DQ Profiling and Measurement
  • In time, help develop a FW DQ “Lab” to advise help smaller teams come on board and utilize Firmwide Data Quality Testing & Profiling capabilities
  • Prior Experience working with Data Quality Profiling, Execution and Measurement tools like Informatica Data Quality (IDQ) or Ab Initio Data Quality Environment (DQE) is highly desirable
  • Prior Experience in Finance, Accounting or Finance Operations is desirable
  • Project management, Application Development, Information Architecture, and Microsoft Excel/VBA experience is a plus
  • Must be able to coach, provide feedback and guide others
82

Corporate Finance Resume Examples & Samples

  • Execute Quality Assurance on FW DQ issues
  • Ensure DQ documentation is current and updated as new areas are onboarded for FW DQ management
  • Provide DQM tool support to the user community
  • Produce Data Quality reporting
  • Enhancement Testing
  • Expertise in Financial products, reconciliation, reporting, analysis processes is required
  • Experience in Finance, Accounting or Finance Operations is preferred
  • Familiarity with operational controls
83

Corporate Finance Resume Examples & Samples

  • Ability to partner with key clients and project sponsors to understand requirements
  • Ability to manage multiple projects with tight timelines while ensuring key stakeholders appropriately updated
  • Ability to prioritize work to align with the defined strategic direction
  • Strong analytical skills and critical thinking capabilities
  • Superior verbal and written communication skills; ability to communicate with all levels of management and staff
  • In depth understanding of finance and operations terminology as well as the firm’s financial infrastructure
  • Experience with Agile and/or other application development methodologies
  • Ability to partner with Technology and FIRS Operations to effectively communicate business requirements and direct project delivery and implementation
  • Strong technical skills, business intelligence, and a full understanding of the needs of the customer
  • Must be able to interpret and understand requirements with the ability to effectively analyze
  • Ensure that the project objectives are delivered timely and meet requirements
  • Strong collaboration and problem solving skills required
  • Facilitate status reporting for senior management and governance committees
  • Ad-hoc requests as directed by Manager
84

Corporate Finance Resume Examples & Samples

  • Support and deliver on all key Operational Risk Management deliverables
  • Bachelor's degree, preferably in Accounting or Finance
  • Excellent working knowledge of MS Excel (Pivot tables, v-lookups), MS Access and PowerPoint
85

Corporate Finance Resume Examples & Samples

  • Mentor and develop team members
  • Perform and/or review monthly accounting processes, reporting, and analysis
  • Perform financial review on capital project expenditures to ensure treatment is appropriate and in accordance with US GAAP and Firm policies, including timely recording of fixed assets
  • Perform and supervise invoice audits and reviews of other transactions for proper accounting treatment
  • Perform project reviews at close-out
  • Perform and supervise the monthly reconciliation of capital spend to the general ledger by project
  • Lead the departmental controls self-assessment and testing
  • Perform analytical reviews of financials to ensure propriety of balances
  • Review and improve key accounting processes to ensure efficiencies and effectiveness of the department
  • Provide timely and accurate financial information to management
  • Support internal and external audit activities and inquiries
  • Develop and maintain effective communication with the management team and business partners
  • Perform ad hoc analysis or other responsibilities as assigned by manager
  • Bachelors' degree in Accounting or Finance required
  • Minimum of 3 - 5 years of relevant experience required in accounting or finance, with demonstrated career progression; preference to those with supervisory experience
  • Proven leadership skills
86

Corporate Finance Resume Examples & Samples

  • Develop and implement various control procedures and edit checks to ensure the integrity of reported financial results
  • Participate on firm wide teams to implement new accounting disclosures
  • Represent the team and lead efforts around strategic initiatives, ongoing Uniform Charts of Accounts efforts and ongoing improvements around our internal/external reporting processes
  • Bachelors Degree Required; Accounting or Finance degree preferred
  • Familiarity with Corporate Financial Architecture (SAP, Finance Reference Data, Merit, Hyperion, CDGL, P&F), plus
  • **Flexibility to travel to New York for the first few months is required for this role
87

Corporate Finance Resume Examples & Samples

  • Lead project management team in organizing and executing on-time delivery of key strategic forecasting priorities and objectives including
  • Development of strategic forecasting framework
  • Ongoing stabilization of Current Platform
  • LOB Reporting Enhancements
  • BAU Process Re-engineering
  • Establishment of working groups and communities to enhance governance, synergies, and collaboration across key functional groups
  • Track and influence delivery of action plans
  • Coordinate and participate in forums between key stakeholders to discuss development, socialization and implementation of issues
  • Communicate and coordinate effectively with the lines of business and corporate functions areas (e.g. External Reporting, Operations, Technology and LOBs )
  • Execution of the above processes with an emphasis on accuracy and timeliness
  • Over 10+ years business process management experienceand/or process management experience
  • Experience coordinating large-scale projects or processes across multiple teams/constituents
  • Extreme attention to detail and ability to work independently
  • Ability to run meetings across diverse functions, locations and businesses
  • We are looking for ambitious, driven individuals who will stay in this position for a minimum of three years
  • Advanced Microsoft Office skills (Excel & PowerPoint in particular) required
88

Corporate Finance Resume Examples & Samples

  • Full responsibility of a portfolio of projects and clients from engagement to conclusion with limited supervision
  • Working on the delivery of projects in the corporate finance and restructuring team across a diverse range of clients
  • Have excellent IT skills (including all MS Office applications)
89

Corporate Finance Resume Examples & Samples

  • 4-7 year’s experience performing investment accounting preferred
  • Able to critically challenge with the goal of identifying control
  • The position is based in Delaware however specialist may be required to be available during UK hours at month end
90

Corporate Finance Resume Examples & Samples

  • Pitching, pricing and executing new bond and loan issue transactions
  • Evaluating, trading and managing credit risk and associated hedge positions
  • Ability to monitor and further interpret bond and swap markets to develop trade ideas
  • Direct interaction with Global Syndicate colleagues to collaborate on global issuance
  • Maintains internal and external key business relationships
  • Ability to supervise and support junior level staff in their job function
  • Regularly present to high level clients in a professional and confident manner
  • Understand and interpret market trends and identify, communicate and market trade ideas
  • Trading/front-office experience
  • Prior debt capital markets and new issue syndicate experience
  • Deep understanding of debt capital/bond markets, credit environment
  • Comfortable pricing a variety of instruments, interest rates and cross-currency swaps, forwards and futures
  • Mathematical and quantitative skills and understanding of financial/derivative products
  • Debt Orrigination experience
  • Experience from a Tier 1 Investment Bank
  • Have experience in supervising junior team members
  • Have experience working within the Asia Pacific Region
  • Able to work in a fast paced environment
  • Strong under graduate degree in numerate/financial related discipline from a reputable academic institution
  • Mandarin language skills (business conversation and writing) is required to communicate with native Chinese clients
91

Corporate Finance Resume Examples & Samples

  • Monthend Financial Close
  • Substantiation and Certification of the balance sheet
  • Revenue and Balance Sheet Analytics – Weekly/Monthly
  • AFS Securities
  • FX Swaps
  • Interest Rate Derivatives
  • Ability to work independently using initiative and ability to manage your own work
92

Corporate Finance Resume Examples & Samples

  • Assume overall ownership of the production and attestation of select FED/SEC loan and FFIEC 009 Schedules. Manage a reporting team of 6 people
  • Serve as a central point of contact for Finance Regulatory Reporting and Analysis and Corporate Financial Reporting for credit risk on and off balance sheet related reporting including Call and Y-9C credit schedules, 009 country exposure reporting, and other credit related external reporting
  • Develop a full understanding of all credit related disclosures, process flows and inputs/systems. Develop training to on-board new resources and keep current with regulatory change impacting processes
  • Coordinate receipt of LOB cuts of credit related on/off balance disclosures, and ensure format and timing is in line with standards. Assist in educating the LOB contacts on the methodology to arrive at the disclosures in support of their sign off
  • Drive direction and remediation efforts for Issues/Errors, Data Management, Action Plans and Audit requests for above ref submissions
  • Ensure proof & control procedures are performed to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Press Releases and the accompanying Earnings Release Financial Supplements, Form 10-Q, Annual Report/Form 10-K, Call & FR Y-9, Fed R&R, and CCAR) for submissions around credit risk and off balance sheet reporting
93

Corporate Finance Resume Examples & Samples

  • Ensure trade bookings from inception agree to back office systems, the general ledger and other reporting sources
  • Understanding how reconciled numbers are reported and partner with the reporting team on adjustments
  • Basic understanding of derivatives accounting
  • Role will either be a single person contributor or will include 1 – 3 direct reports
94

Corporate Finance Resume Examples & Samples

  • 1-3 years of financial reporting experience and/or relevant work experience
  • Experience and knowledge of core Microsoft Office application suite (Word, Excel, Access and PowerPoint). Experience with Microsoft Project, Visio and SharePoint, considered a plus
  • Good organizational and time management skills
  • Ability to work independently and keep all parties apprised of developments
  • Strong interpersonal and organizational skills
  • Good communication abilities, both written and oral
  • Ability to work in teams and to interface with senior management and staff
  • Availability to support Quarter-end close schedules which may required extended hours and weekends
95

Corporate Finance Resume Examples & Samples

  • A Bachelor’s degree in Accounting or Business/Finance related field
  • 5+ years’ experience
  • Intermediate experience and knowledge of core Microsoft Office application suite (Word, Excel, Access and PowerPoint). Prior experience with Microsoft Project, Visio and SharePoint preferred
96

Corporate Finance Resume Examples & Samples

  • Bachelor's degree/CPA required
  • 8+ years of finance experience in corporate real estate
  • Prior experience managing staff
  • Real estate accounting, tax and transaction experience preferred
  • Outstanding analytical and presentation skills
  • Proven ability to act independently with excellent decision skills
  • Proven ability to work well under pressure and handle multiple projects and initiatives at same time
  • Strong leadership skills with experience working in a challenging global environment
  • Experience with strategic planning
  • Superior verbal and written communication especially with senior level management
  • Proficient with Microsoft Office (PPT, Excel)
97

Corporate Finance Resume Examples & Samples

  • Support the daily/monthly Liquidity Risk and Wholesale Credit reporting process
  • Participate in and adhere to operational internal controls, operational governance, and metrics preparation
  • Facilitates the creation of process documents, analyzes trends regarding feed activity and balances, and performs E2E feed to highlight gaps
  • Own and review data quality exceptions for Liquidity Risk and Wholesale Credit reporting. Work with lines of business and stakeholders to resolve assigned data quality exceptions
  • Masters Degree preferred but not required( Engineering, Finance, or Business degree preferable)
  • 5 years’ experience in financial services operations capacity
  • Collaborative working style
  • Familiarity with Derivatives, Cash Securities and or Traditional Credit Products or trading/settlement applications desirable but not required
  • Experience in Financial Operations and/or Middle Office and knowledge of the Credit, Liquidity, Finance and/or Regulatory Reporting
98

Corporate Finance Resume Examples & Samples

  • Manage and coordinate resolution of inquiries and issues resulting from client requests, items identified through data quality reviews, reconciliation process and control teams
  • Support client needs including access and data security as well as general inquiries
  • Ensure issue documentation is accurate, complete and provided in a timely manner consistent with SLAs
  • Escalate issues as needed to the appropriate team(s) and management
  • Review and analyze all inquiry and issue details on a monthly basis to document and provide metrics, recognize trends and identify any areas for improvement
  • Prepare and distribute (FIRS Internal Reporting) client communications regarding production releases, system updates and other key messages
  • Continuously track and develop an in-depth understanding of the client population for each of the solutions; who they are and what their business needs are in order to best provide a positive and value added experience
  • Maintain up to date operating models, and procedure documentation for all processes; identify synergies and opportunities and make improvements accordingly
  • Coordinate with the Internal Reporting Process & Control Governance team as needed to ensure compliance
  • Create and publish intranet and SharePoint content for the internal reporting solutions
  • Provide support for all Internal Reporting service improvement initiatives that will impact a client’s experience
  • Includes involvement in reviewing requirements, participating in User Acceptance Testing, preparing communications, training, user guides as needed as well as support as needed during the warranty time period
  • Access management including compliance with corporate policies such as the Personal Account Dealing Window policy and the 90 day Inactivity policy
  • Highly motivated, results-oriented, client-focused
  • Must be able to present ideas in a concise manner and be able to prepare effective written material
  • Ability to make appropriate decisions within a short timeframe
  • Demonstrated ability to work within a cross-functional team environment
  • Ability to be flexible, follow tight deadlines, organize and prioritize work in a fast paced environment
  • Superior verbal and written communication skills; ability to communicate with all levels of management, staff and peers
  • Excellent computer skills including Excel, Word, Project, PowerPoint, Access, SharePoint and/or other collaboration tools
99

Corporate Finance Resume Examples & Samples

  • Partner with current Business Architecture project managers and work with the Finance Business Implementation Manager to implement the Global Finance business Data Consumption strategy to ensure data completeness, integrity, and flexibility is provided globally to meet internal and external reporting requirements across LOBs and Corporate users
  • Partner with the Data Sourcing and Data Reporting Project teams to drive plans that deliver business process and technology solutions such that Data Consumption is looked at in the full context of the end to end process starting with Transaction Processing Systems all the way through to end user Reporting
  • Administers the data consumption deliverables for multiple concurrent infrastructure projects
  • Support ad hoc program work as needed in support of Business Architecture executive
  • Minimum 8-10 years experience managing large-scale, cross-functional transformational change programs and client management experience
  • Experience in end to end business processes
100

Corporate Finance Resume Examples & Samples

  • Owning the ongoing day to day centralized Reg W governance processes such as internal and external reporting, approval of new and renewable transactions, developing and executing quality assurance reviews, enhancing controls to ensure completeness and accuracy of reportable Reg W transactions and exemptions
  • Providing thought leadership in the resolution of Reg W issues, in collaboration with LOB Reg W Controllers and Leads, including facilitating technology enhancements, human and other resources needed to complete execution of control and reporting improvements both centrally and across LOBs
  • Participate and collaborate in central governance meetings and ad hoc working sessions, including setting up agenda, preparation of materials and keeping track of agreed actions
  • Build relationships, effectively communicate and drive consensus among peers and colleagues across wide variety of lines of business (Front, Middle, Back Office) and Corporate Sector functions, including Internal Audit. Leverages relationships for mutual benefit creating a positive work environment
  • Minimum of 8 years previous experience, working on complex financial projects or in a governance/control role; including experience in risk, compliance, audit, controllership, consulting or project management. Preferred competencies include
  • Knowledge of wholesale banking transactions and legal entity structures
  • Project management techniques and strong critical thinking and problem solving skills
  • Strong control orientation, attention to detail and organization skills
  • High level knowledge of Reg W
  • Bachelor’s degree or equivalent, with evidence of further professional development
101

Corporate Finance Resume Examples & Samples

  • Manage the attestation process to ensure that the monthly sign-offs are completed in a timely manner
  • Identify issues for follow-up and resolution with Line of Business Controllers, Financial Controllers, Product Controllers and/or Submitters
  • Work with the external reporting contacts to ensure that they are in compliance with the rules and
  • 2-3 years financial services experience
  • Ability to execute tasks with aggressive time frames and multi-task in an ever changing
  • Take ownership of issues, processes and projects, and multi-task
  • Work independently and effectively while managing time and completing priorities
  • Work effectively and efficiently in a team oriented environment
  • Detail oriented and self motivated
  • Ability to effectively interact with various levels of management and global employees
  • Proficient in Microsoft Office Suite
  • Bachelors degree in Accounting or Finance, or equivalent experience
102

Corporate Finance Resume Examples & Samples

  • Play an integral role in the analysis of the firm-wide consolidation, leading enhancement to a number of key financial activities including, but not limited to
  • Bachelor's Degree in Accounting, Finance, IT or related field
  • Over 8 years professional experience in handling large amount of data, analyzing P&L and Balance sheet drivers
  • Experience in financial solutions architecture and software development
  • Must have strong Oracle SQL query language, Unix, data warehousing and JAVA experience
103

Corporate Finance Resume Examples & Samples

  • Interaction with the following key stakeholders: UK local, expat and regional Payroll and other HR Service Delivery teams, HR heads of locations and associated staff, Legal Entity Controllers, Tax, and various internal/external audit groups
  • Critical involvement in the processing and delivery of annual incentive compensation payments
  • Foreign Exchange processing and reporting
  • Participation in the annual PAYE tax settlement calculation
  • Participation in control environment activities (SOX compliance/Risk Control Self Assessments)
  • Gaining detailed understanding of all regional HR accounting activity
  • 2-4 years of relevant experience required in accounting or finance, with demonstrated career progression
  • Part or fully qualified accountant
  • Proven ability to work well with various partners and customers
  • Previous JPMC general ledger experience preferable – e.g. Merit BO, Oracle, CDGL, SAP
104

Corporate Finance Resume Examples & Samples

  • Lead development solutions providing enhanced functionality and reporting for existing corporate internal reporting platforms supported or owned by FIRS
  • Work collaboratively with business, operations and technology partners to identify requirements and direct project delivery and solution implementation
  • Execute the PLC to deliver internal reporting platform enhancements; provide project planning and oversight and scorecard reporting
  • Build and maintain key relationships with business stakeholders, and operations and technology partners
  • Identify improvement opportunities to project delivery process, operational and/or corporate internal reporting solutions improvements
  • At least five years of managerial, process improvement and project management experience, with a minimum of two years of project related experience
  • Ability to manage multiple projects with tight timelines while keeping key senior stakeholders, and technology and operations partners appropriately updated
  • Experience with Agile and/or other application development methodologies and demonstrated proficiency working through the PLC (i.e., initiation through implementation)
  • Experience with Essbase, Cognos, Business Objects or similar analytical/reporting tools
  • Must be able to quickly interpret and understand requirements and posses the ability to effectively analyze requirements and propose appropriate solutions
  • Capable of working independently or on teams across different locations, countries, and time zones
  • Ability to lead a diverse team of financial, project and business analysis professionals
  • Bachelor’s degree in Finance, Accounting or MIS preferred. PMP certification a plus
  • Strong MS Excel, MS Power Point, MS PowerPoint, MS Project and SharePoint skills required
105

Corporate Finance Resume Examples & Samples

  • Strategic planning and execution of transition plan to develop and enhance the core operations function based in North America
  • Develop and direct the management of a North America based operations center responsible for maintaining data governance, performing data controls/checks, monitoring of data feed inventory from multiple risk management systems, manage internal and outbound communications related to data issues, and generate data metrics for distribution to internal and external stakeholders
  • Develop/enhance the existing data controls, reporting processes, and feed monitoring processes. Implement changes that will lead to higher productivity and oversight over operational activities
  • Manage operation team staffing, supervision, development, and evaluation assessments
  • Interface with technology partners or source feed partners regarding any delays in data delivery
  • Collaborate with regional Ops Head and Core Ops India lead to plan, design, and transition activities to the Delaware site
  • Develop key performance metrics to measure operational activities and gaps
  • Serve as point of escalation for regional operations leads, and data users for any issues pertaining to daily/monthly data delivery or process failures
  • 10 years experience in financial services operations or operations management capacity
  • Investment banking product knowledge preferred, along with experience in associated operating procedures, accounting and control policies
  • Background in data management, governance, validation
  • Strong project management skills, project certifications and Six Sigma certification preferred
  • Inclusive leadership style and able to work cross-functionally and regionally
  • Demonstrated leadership track record and people management skills
  • Strategic Thinker – Implement strategies to progress the organization forward, set goals, action plans, and be able to evaluate process and results
  • Problem Solver – Evaluate issues/gaps, generate and drive resolutions
  • Superior influencing skills – Successfully influence others to achieve results and progress initiatives
  • Innovative – Generate ideas to come up with new ways to improve team operations
  • Ability to multi-task, work well under pressure in a matrix environment
  • Master’s degree desired (Engineering, Finance, or Business degree)
  • Advanced PowerPoint and Excel Skills – Experience with developing PPT updates for presentation to senior leaders, able to breakdown complex topics into clear/concise narratives
106

Corporate Finance Resume Examples & Samples

  • Lead compliance control testing reviews for multiple lines of business in accordance with a robust testing program. This includes evaluating procedures, documenting results, conclusions, recommendations and distributing review reports
  • Manage and conduct control reviews of business processes by evaluating and analyzing internal controls supporting indirect tax requirements to ensure compliance and data quality across the firm
  • Present a holistic, aggregated view of all aspects of the indirect tax control environment rolling up existing and emerging control issues and remediation efforts
  • Work with business leaders to resolve any operating model issues and ensure best control practices are implemented in each of the countries
  • Ensure robust documentation for evidencing compliance with tax obligations under business ownership and a monitoring framework is in place
  • Administer timely escalation of any noncompliance issue and ensure appropriate remediation plans are executed
  • A minimum of 15 years of experience in financial control, tax, audit, and or / other control related functions within financial services sector
  • Degree in Accounting, Finance or Technology
  • Strong understanding of designing, evaluating and testing internal controls
  • Broad understanding of banking products and banking regulations is preferable
  • Strong presentation skills – comfortable with public speaking across various forums and is able to effectively and logically communicate ideas
  • Thinks strategically and articulates concepts clearly
  • Well versed in developing new ideas and improving current processes
  • Proactively engages business and functional managers to mitigate risks and can prioritized high impact potential problems effectively
  • Experience leading and/or successfully influenced cross-functional and/or geographically diverse initiatives
107

Corporate Finance Resume Examples & Samples

  • Support Corporate Tax compliance for all JPM companies and branches in Switzerland
  • Preparation of Corporate Tax, VAT and other relevant returns, liaising with advisers on the preparation work, dealing with tax enquiries and audits and internal Tax reporting
  • Also dealing with local filing requirements in the context of Transfer Pricing and providing advice on ad hoc planning and business queries
  • Keeping local senior management and EMEA Tax appraised of Direct and Indirect Tax developments
  • To provide support to our local teams during external tax audits
  • Providing support to the UK Employment Tax Manager in relation to EMEA wide Employment Tax related issues including assisting with EMEA wide Employment Tax audits and reviews
  • Qualified accountant with some experience of planning and advisory work
  • Self motivated, self starter
  • Ideally qualified accountant with some experience of planning and advisory work
  • Good team worker and excellent communication skills
108

Corporate Finance Resume Examples & Samples

  • Contribute in developing financial system reporting infrastructure for analytic reporting strategy including design, testing, distribution, and user training
  • Work collaboratively with Senior Finance, Technology and Operations staff to develop reporting and workflow solutions to support the current FP&A group and Lines of Businesses
  • Assist in managing the technical Hyperion Essbase environment including documenting current state/future state
  • Assist in managing Cognos financial reports including Systems/Integrations testing and UAT
  • Bachelor's degree in IT and Financial systems discipline
  • 5+ years of financial solutions systems, software development and project management experience
  • Must have exposure to multidimensional systems such as Hyperion Essbase as well as Oracle PL/SQL
  • Knowledge of SDLC (Software Development Life Cycle)
  • Should be familiar with OLAP cubes – metadata, hierarchies
  • Good to have skills: Unix, Data Warehousing, JAVA, Hadoop Data Store or any other Big Data architecture
  • Proficiency in Microsoft applications including strong Excel, VBA and Visio skills
  • Proven experience of working in cross-functional organization
109

Corporate Finance Resume Examples & Samples

  • Provide technical accounting support for business- or corporate-aligned activities as well as large or unusual transactions, partnering with internal business and finance teams
  • Review external financial statements and disclosures
  • Develop and maintain corporate accounting policies
  • Prepare and conduct internal education sessions on accounting standards
  • Prepare and disseminate information on new and emerging accounting and reporting matters
  • Actively monitor relevant standard setting activities, and draft comment letters as needed
  • Minimum of 6 - 10 years of relevant work experience, or equivalent technical advisory experience
  • Experience in the application of technical accounting for financial instruments, expenses, and capital/funding transactions, which may include derivatives, securities, consolidation, transfers of financial assets, equity investments and other corporate transactions
  • Accounting policy, Big 4 technical advisory or national office experience preferred
  • Team player with excellent interpersonal and communication skills (both written and oral)
  • Motivated self starter
  • Bachelor's or Master's degree in Accounting
110

Corporate Finance Resume Examples & Samples

  • Provide and document detailed accounting requirements for debt and equity instruments according to US and local GAAP
  • Liaise with Product Controllers and other interested parties to ensure other requirements are addressed
  • Work closely with technology partners to ensure build meets finance requirements. Write and execute UAT test cases
  • Ensure strategic infrastructure design meets Finance Principles and Big Rules established
  • Analyze controls to ensure the strategic infrastructure operates within a solid control environment
  • Liaise with PMO and assist with overall governance
  • Participate in other system related projects (non-strategic)
  • 3+ years finance and/or external reporting and/or audit experience
  • In depth knowledge of securities and their accounting treatment (CPA preferred)
  • Business process or technology project experience, a plus
  • Strong written and verbal communication skills; strong presentation skills
  • Excellent working knowledge of MS Excel (Pivot tables, v-lookups) and PowerPoint
  • Knowledge of key Finance systems and processes, including MIS and GL, a plus
  • Knowledge of derivatives and loans a plus
111

Corporate Finance Resume Examples & Samples

  • Ability to assist with all aspects of project management including development of project plans, task management, design, testing scenarios and analysis, implementation, and procedural / operating model documentation
  • 7+ year's experience
  • Previous management experience in an operations or control function
  • Strong process management experience; project management experience/skills
  • Advanced experience and knowledge of core Microsoft Office application suite (Word, Excel, Access and PowerPoint), and prior experience with Microsoft Project, Visio and SharePoint
  • Creative thinking – continually reevaluating and improving processes
112

Corporate Finance Resume Examples & Samples

  • Lead and manage initiatives targeted to improve the data quality of daily and monthly reconciliations. These initiatives will require the individual to work cross functionally to address long outstanding issues; and drive the wing to wing resolution activities
  • Create and maintain comprehensive documentation to monitor the progress of deliverables, milestones, schedule, and scope
  • Develop detailed working plans for team members identifying the activities needed to successfully complete any initiative
  • Develop procedures to support the achievement of the team’s objectives or deliverables
  • Implement communication rhythms to update internal and external stakeholders on progress of initiatives
  • Review initiative progress with senior management and peers that are impacted as part of the initiative
  • Work with internal program management team to ensure resource availability and allocation from operations team; measure the success of each project and its impact to operations
  • Provide support and direction to team of SME’s designated to manage/progress specific initiatives
  • Define and set the SME team’s direction, coordinate team’s activities across functions and layers; motivate team members, and delegate tasks accordingly
  • Lead and own the development of decks/reports for the monitoring and analysis of metrics data presented to senior management. Work with internal staff to ensure timely and accurate completion of each deck for presentation purposes
  • 7-10 years experience in financial services operations or operations management capacity
  • Innovative – Generate ideas to come with new ways to improve team operations
  • Master’s degree desired (Engineering, Finance, or Business degree preferable)
  • Advanced Powerpoint and Excel Skills
113

Corporate Finance Resume Examples & Samples

  • Minimum of 10 years of relevant work experience
  • Strong understanding of the Basel II.5 and III capital requirements (U.S. or other application thereof) in the following areas; counterparty credit risk; wholesale credit risk, market risk, GSIB, and leverage ratios
  • Strong leadership skills and previous experience of managing teams, preferably across different regions
  • Strong analytical skills and the ability to develop solutions that appropriately balance pragmatism, commercial reality as well as technical purity
  • Strong MS Office skills (Word, Excel, Power Point, Project and Visio)
  • Banking and finance experience with either a leading banks or a Big Four accounting firm strongly preferred
114

Corporate Finance Resume Examples & Samples

  • Running of the daily production activities including end to end data feed management, reconciliations, implementation of ad-hoc requirements as required and clients and support of all operating model activities
  • Manage user queries and production issues to resolution. The candidate should be able to clearly articulate the issues and be able to drive the resolution
  • Work with multiple technology and business partners as well as the front end data providers
  • Support end to end Project Life Cycle including managing requirements, developing test scripts, participation in SIT and UAT testing and implementation activities
  • The candidate should have the ability to manage communications including running the production calls. Candidate should be comfortable running meetings in person or through video and audio conference as required
  • Creation and delivery of key production metrics to senior management
  • Ability to handle multiple deliverables concurrently to deliver high quality results in committed timeframes
  • Client business focused with the ability to work collaboratively and build strong partnerships with clients and colleagues at all levels
  • Knowledge of firm’s financial and reference data systems as well as other financial applications (FDW, Business Intelligence, TOAD, ALM, R-Sam, Alacrity, HP Service Manager and AxiomSL)
115

Corporate Finance Resume Examples & Samples

  • Execute and manage key operational activities related to maintaining data governance, performing data controls/checks, monitoring of data feed inventory from multiple risk management systems, manage internal and outbound communications related to data issues, and generate data metrics for distribution to internal and external stakeholders
  • Own the E2E data controls, reporting processes, and feed monitoring processes. Partner with VP to implement process changes that would ensure oversight over operational activities
  • Act as the central point of contact with technology partners or source feed partners regarding any delays in data delivery
  • Collaborate with Product Leads, Core Ops in India, and Feeds Monitoring team to plan, design, and transition activities to the Delaware site
  • Adhere to data governance metrics and SLA designed to measure operational activities and gaps
  • Serve as point of contact for regional operations leads, and data users for any issues pertaining to daily/monthly data delivery or process failures
  • Participate in projects for processes related to Wholesale Credit and Liquidity Risk Management from a feed monitoring or metrics generation stand point
  • 5 – 7 years experience in financial services operations or operations management capacity
  • Experience in Financial Operations and/or Middle Office and knowledge of the Credit, Finance and/or Regulatory Reporting
116

Corporate Finance Resume Examples & Samples

  • Partner with the key stakeholder leaders within corporate sectors and line of business responsible for internal reporting and financial measurements to drive process and technology enhancements supporting data integrity and build business requirements necessary to deliver the Finance and Risk Roadmap initiatives. Specific responsibilities include
  • Bachelors degree required from an accredited university/institution; advanced degree and/or certifications (e.g. CPA, CISA, PMP, etc.) a plus
  • Experienced leader with proven execution of strategic process and technology initiatives in the context of corporate, business, risk and finance goals
  • Ability to effectively manage relationships across global, diverse Finance, Risk, Technology and Operations senior management and relevant “SME” populations
  • Minimum 10 years of experience managing large-scale transformational change programs
  • Qualitative and quantitative analytical skills
  • Relationship management, ability to quickly partner with senior leadership teams
117

Corporate Finance Resume Examples & Samples

  • Encourage and manage client relations, communications, issue resolution, presentations, operating support models, procedures, system access/security as well as driving process improvements
  • Supporting the production processing activities, including reconciliations and data validations, provide support to the business users of the FRI application
  • Interacting with other FIRS and RFT (Risk & Finance Technology) partners as well as escalating issues as needed to the appropriate team(s) and management
  • Review and evaluate all inquiry and issue details regularly to document and provide metrics, recognize tendencies, and identify capacity for improvement
  • Maintain up to date operating models and procedure documentation for all processes; find synergies and opportunities to make improvements accordingly
  • Considerable involvement in projects/testing management affecting Business Users and FRI application
  • Support of the full project life cycle (Requirements, Design, SIT testing, UAT testing, Performance testing, Regression testing and Implementation phases) of projects, providing updates to the project teams on the status of the testing activities, as well as ensuring robust testing controls
  • This position requires strong interpersonal and partnership skills
  • Ability to partner with Risk & Finance Technology, Project Teams and Line of Business Teams in order to manage and execute on established deliverables
  • The candidate will be required to work with a sense of urgency and be able to balance and prioritize activities
  • Bachelors degree in Accounting / Finance or related discipline
  • 7 plus years relevant work experience
  • Prior operations and people management required
  • Experience in AGILE project management, reconciliation, research, data warehousing
  • Thoughtful analytical skills; able to develop, clearly present, and draw conclusions
  • Ability to handle numerous deliverables concurrently to deliver high quality results in committed timeframes while being able to adapt to changing priorities
  • Robust time management, problem solving, written and verbal communication skills
118

Corporate Finance Resume Examples & Samples

  • Ability to build strong partnerships across the stakeholder groups UK local, expat and regional Payroll and other HR Service Delivery teams, HR heads of locations and associated staff, Legal Entity Controllers, Tax, and various internal/external audit groups through proactive and strong communication skills
  • Monitor, adhere to controls, and perform reviews of international fund transfers to employees across the globe via SWIFT, Mainframe, and RUMBA and reconciliation of payments to the General Ledger
  • Experience in Foreign Exchange processing and reporting
  • Reconciling UK payroll register to the General Ledger
  • Management of monthly accounting processes, reporting, and analysis
  • Accounting control including GLRS reconciliation, substantiation, and query resolution
  • Analytical review of and ability to interpret financial statements
  • Develop a full understanding of the nature of all regional HR accounting activity
  • Degree in Accounting or Finance, or equivalent level qualification
  • UK payroll taxation understanding
119

Corporate Finance Resume Examples & Samples

  • Craft test scripts based on defined requirements
  • Execute UAT test cases relying upon keen ability to analyze large volumes of data, diagnose issues and roadblocks, solve problems creatively and drive towards resolution
  • Interact with internal requirements team, SMEs and Tech partners to ensure all requirements are being tested and functioning as desired
  • Monitor metrics / KPIs to ensure testing remains on track and escalate issues where needed
  • May be asked to manage junior resources throughout testing cycle
  • Follow appropriate business and technology change management governance protocols and effectively integrate change into testing strategy
  • Partner with testers from outside of testing team to ensure they have proper tools to execute tests and remain on track to complete testing based on defined timelines
  • Provide oversight of testing strategies being performed within LOBs, Risk and other Finance teams
  • Providing regular status reporting to management
120

Corporate Finance Resume Examples & Samples

  • Work collaboratively with finance and risk stakeholders to conduct process deep dives to deliver quality documentation (e.g. process flows, process narratives)
  • Analyze internal reporting requirements and processes to identify opportunities to enhance key risk and controls to remediate gaps
  • Partner with cross-functional group and FIRS management to define governance model ensuring the maintenance of deep dive documentation, process mapping and control assessments
  • Partner with peers in the Data Management Office, Reference Data Operations, Data Sourcing & Reporting, and Business Architect teams to support the overall Book of Work in the Roadmap and manage key program cross dependencies leveraging a standard project life cycle (PLC) methodology
  • Support the closure of internally and externally driven remediation efforts (e.g. management and regulatory presentations, ad-hoc analyses and data cleanse activities)
  • Bachelors degree required from an accredited university/institution; advanced degree and/or certifications (e.g. CPA, CISA, PMP, Six Sigma Certification, etc.) a plus
  • 5-10 years of progressive experience leading projects, engineering process improvements, conducting process mapping or evaluating operating models spanning business lines within the financial services industry
  • Very strong qualitative and quantitative analytical skills with ability to synthesize large data sets and identify targeted, crisp messages
  • Superior verbal and written business communication skills (especially the development of management presentations)
  • Ability to work independently on multiple projects with tight timelines while keeping management and key stakeholders appropriately updated
121

Corporate Finance Resume Examples & Samples

  • Define the firmwide strategies and approach for linking and visualization of data sets
  • Define the firmwide strategy and approach for management of technical metadata and lineage
  • Partner with LOB CDOs and Partner organizations to obtain feedback and buy-in , and to drive adoption of the strategies
  • Define business requirements and operating model, including roles & responsibilities, training materials, operational controls, and supporting processes
  • Manage and maintain project issues and risks, and balance business needs against technical constraints of third party systems
  • 5 to 8 years experience in enterprise data management at a major financial institution
  • At least 10 years overall work experience
  • Experience defining and executing on roadmaps for mission-critical, high profile programs
  • Excellent communication and presentation skills. Ability to quickly grasp and explain both technological and business concepts
  • Ability to research inquiries and emerging issues, including regulations, industry practices, and new technologies
  • Ability to be productive and thrive in a rapidly changing, dynamic environment
  • Ability to organize and run a program with limited support from management and stakeholders
122

Corporate Finance Resume Examples & Samples

  • Experience performing financial due diligence assignments in a transaction environment or similar complex and challenging financial assignments
  • Advanced financial analytical skills and an ability to quickly navigate and interpret a high level of financial data (advanced Excel skills are considered necessary)
  • Strong commercial acumen with proven ability in understanding and analysing key business drivers
  • Highly developed verbal and written communication and inter-personal skills, including a track record of delivering outstanding client service in compressed timeframes
  • Succinct and insightful report writing skills (advanced PowerPoint skills are considered beneficial)
123

Corporate Finance Resume Examples & Samples

  • An ability to quickly interpret and review financial information and apply advanced financial analysis skills
  • Highly developed project management and inter-personal communication skills, including a track record of supervising more junior staff and delivering outstanding client service
  • Strong commercial acumen with proven ability in interpreting and analysing key business and valuation drivers
  • A good understanding of the Australian M&A environment and a demonstrated ability to build strong relationships with clients, other advisers and transaction stakeholders
124

Corporate Finance Resume Examples & Samples

  • Mission, vision, objectives for FRO Project Delivery team
  • Develop and update policies & procedures, standards, framework
  • Continuously monitor projects / Programs status, create and distribute the project scorecards and communicate impacts to Finance & Risk stakeholders
  • Working in partnership with Technology, Finance, Risk and Lines of Businesses to provide updates driven by the on-going strategic projects
  • Ensure appropriate flow of information following the latest quality standards used within the organization
  • Manage operations and projects communication processes to ensure that all processes are applied and followed, ensure continuous improvement of the communication stream and apply any new relevant process / operating model changes
  • R-CSA process compliance, including risk assessment of project controls and policies, ensure proper execution of processes throughout the projects lifecycle
  • Ensure Risk strategy awareness and training for the relevant employees, project managers and team members
  • Creating and promoting a collaborative environment within Project Delivery team, where knowledge and skills are shared to facilitate efficient and timely delivery of projects
  • Project management tools & practices
  • 6 years of professional experience (at least 3 must be in project management-PMO). Must possess extensive knowledge and expertise in program/project management, portfolio management, systems development methodology with demonstrated success at achieving results and keeping initiatives on track
  • Ability to participate within various Risk and Technology forums, extrapolate the main takeaways and report to the management line
  • Strong technical and presentation skills such as Access, Excel, PowerPoint, Visio
  • Excellent communication and escalation skills
  • A team player with good interpersonal skills
  • Flexibility to work on a dynamic agenda
  • Financial product knowledge and Technology background are desirable
125

Corporate Finance Resume Examples & Samples

  • Work with the businesses and financial control to ensure understanding of Cross Line of Business processes
  • Analyze financial data sets in order to provide insight to senior management for key decisions
  • Perform analytical reconciliations and develop improved efficiencies on current processes
  • Create project related materials such as project plans, business requirements documents, and management communication materials for a variety of audiences
  • Create and manage meeting related materials such as agendas, minutes, and action item tracking
  • Manage project related issues, risks, dependencies, and action items
  • Communicate project status to senior stakeholders
  • Partner with technology to ensure the requirements meet business needs
  • Ensure control framework is not compromised by project implementations
  • Ability to understand business drivers and requirements in order to influence middle and front office partners to deliver solutions to business issues
  • Able to critically challenge with the goal of identifying control issues and solutions
126

Corporate Finance Resume Examples & Samples

  • Establish a robust process framework which drives strategic sourcing and control of key financial data
  • Define and deliver a process governance and change management framework that enables evergreen documentation and recertification while building a comprehensive inventory of all key process hierarchies and flow requirements
  • Partner with the Risk and Finance Technology team and the various lines of business teams to drive process and technology enhancements supporting the Finance and Risk Roadmap to fruition
  • Define and document the end to end business and control requirements defined within the Point of Origin framework. This will be syndicated with all consumers of product information end to end. Key to this is developing strong relationships across multiple lines of business (e.g. principally AM, CB, CIB, CCB and Capital and Regulatory Corporate Reporting)
  • Partner with the Data Management Office, Reference Data Operations, Data Sourcing & Reporting, and Business Architect teams to support the overall Book of Work in the Roadmap and manage key program cross dependencies leveraging a standard project life cycle (PLC) methodology
  • Partner with the Data Sourcing and Data Reporting teams to develop business process and technology solutions such that data consumption is looked at in the full context of the end to end process starting with Transaction Processing Systems all the way through to end user Reporting
  • Develop and maintain strong working relationships with Finance and Line of business partners, facilitate effective communication, and work with business teams to assess needs, understand requirements and syndicate solutions
  • Develop and maintain project plans, define project resourcing requirements, track resource plan vs. actual time spent. Ensure all deliverables are clearly defined and progress is able to be measured and evaluated clearly with KPI/KRI metrics
  • 10+ years of experience leading, designing and executing complex strategic initiatives spanning business lines within the financial services industry to drive large scale change
  • Experienced leader with proven execution of strategic process and technology initiatives in the context of Corporate, business and finance goals
  • Excellent end-to-end project/program management skills including a proven ability to frame projects, establish required governance, and work across all constituencies in the business and Technology to successfully implement programs/projects
  • Proven experience in analyzing and transforming operating models to improve efficiency and effectiveness through technology enhancements, process re-engineering, policy, governance and organization structure
  • Experience managing large-scale transformational change programs
127

Corporate Finance Resume Examples & Samples

  • Support the Data Governance team in enhancing and executing the Data Governance Operating model across JPMC’s lines of business
  • Implement data governance processes related to metadata, data quality and metric management for all data domains and data elements
  • Provide day-day continuous support to stakeholders regarding all DataBook inquiries and provide additional guidance and support in the execution of the Firmwide Operating Model
  • Assist in facilitating a training program and ensure that all data users are trained according to their designated role
  • Conduct training classes for stakeholders and “train the trainer” instruction to Line of Business Support Teams
  • Support lines of business by advising on guidelines and providing training to address any gaps
  • Demonstrate experience with metrics gathering, tracking and reporting; identifying data quality exceptions and trends based on the metrics dashboard
  • Propose solutions to enhance the experience for data users; suggest process improvements to ensure Data Governance delivers sustainable processes
  • Act as a liaison with stakeholders to resolve data issues
  • Solve other relevant issues that may arise on an ad-hoc basis
  • Collaborate in identification and creation of new controls, standards and procedures for daily operations
  • At least 7+ years of related work experience
  • At least 3 years of experience in data management or related areas
  • Experience in Data Management practices and data governance including data dictionaries, metadata repositories, metrics and data quality management tools
  • Ability to work effectively in a high pressure, agile work environment
  • Solid work ethic and strong sense of ownership of end result. Familiar with standard concepts, practices and procedures within the data management and data governance field
  • Strong teamwork orientation and the ability to foster collaboration within and across teams
128

Corporate Finance Resume Examples & Samples

  • Research and analysis for potential transaction opportunities
  • Assist with the preparation of presentations (i.e. pitches, teasers and other marketing materials related to the transaction)
  • Financial analysis and valuation through models (comparable trading and transaction multiples, DCF)
  • MSc 2nd year student, Graduated/Alumni
  • Previous experience as an intern in the fields of finance or audit preferable but not compulsory
  • Strong existing knowledge of accountancy and financial analysis
  • Languages required: English compulsory. French desirable
129

Corporate Finance Resume Examples & Samples

  • Run Book Management: Ownership of the monthly run book including ensuring accuracy, completeness, and delivery to stakeholders as per agreed upon timeline. This role provides oversight of completion of daily FIRS IR runbook tasks and conducts production calls to review tasks as needed
  • Work collaboratively with clients, source providers, offshore business partners, and technology partners to deliver quality output within SLA
  • Manage client escalations through to resolution
  • Research and resolve as appropriate source data discrepancies
  • Data Analysis & Integrity: Ownership and oversight of client or process incident tracking on a daily basis including driving enforcement of governance, production of metrics to enable management of application performance delivery. The individual in this role will monitor issue metrics and prepare root cause analysis to identify and implement steps to reduce inquiries/issue occurrence and manage the monthly reconciliation process between controlling systems. This process includes creating and preparing reporting that identifies, explains, and assesses the reconciling items. It requires an understanding of sources of data and the business rules for loading to the tool
  • Test new features, function, and break fix items in support of key initiatives in accordance with published testing scripts and document test execution in Application Lifecycle Management
  • Bachelors degree required from an accredited university/institution in Finance, Accounting, Operations, or similar discipline
  • 1-3 years financial operations experience, preferably with exposure to financial analysis, expense management and an understanding of financial reporting
  • Advanced MS Excel and MS Access skills
  • Business Objects (BO) reporting and SAP experience
130

Corporate Finance Resume Examples & Samples

  • Conduct extensive quantitative economic, industry and company research and analysis
  • Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing
  • Evaluate risk/return parameters of financing transactions
  • Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources
  • Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution
  • Masters degree in Finance or Economics or a minimum of 3 years corporate finance and capital markets experience with a top tier global bank
  • Must have industry sector experience in Metals & Mining, Paper & Packaging, Home Building, or Chemicals
131

Corporate Finance Resume Examples & Samples

  • Collaborate with Finance, Risk, and Technology stakeholders to document existing processes supporting Stress Testing activities with a target of integrating FIRS IR into the Operational support model
  • Establish comprehensive Operations Runbook with well-defined Tasks, Procedures, and Controls that align activities for F3 across all LOBs, Finance, and Technology groups
  • Define and recruit for key resource needs to support the Operational and Risk activities defined for the FIRS IR Op Model
  • Data Engineering: Understanding of Data Pipelines and Data Modeling to assist in documenting data lineage and consumption models
  • System Administration: Ability to work with Technology partners to ensure Infrastructures (hardware/software) are positioned to support modeling exercises being conducted by LOBs, Technology, or FIRS teams
  • Technical Writer: Develop and Implement an Evergreen process for capturing end-to-end process documentation across disparate consumption media (Confluence, SharePoint, hard copies)
  • Process Governance: Client Experience and Risk & Control activities to manage system-to-system and user access to corporate policy
  • Partner with the Risk and Finance Technology team and the various lines of business teams to drive process and technology enhancements necessary to support Forecast within F3
  • Partner with the Data Management Office, Reference Data Operations, Data Sourcing & Reporting, and Business Architect teams to support the overall Book of Work in the Roadmap and manage key program cross dependencies Operating Model impacts and Testing
132

Corporate Finance Resume Examples & Samples

  • Reporting to the Insolvency Practitioner (IP) and deputising when necessary
  • Responsible for Corporate and Personal Insolvency Portfolio Management, focusing on Administrations, Receiverships, Liquidations and Bankruptcy cases
  • Taking responsibility and accountability for own work, performance and case progression
  • Central role within the team to plan, oversee and delegate work as necessary
  • Presenting the overall strategy for each new case and implementing new appointments in line with statutory requirements
  • Presenting strategic decision-making solutions for IP as the case progresses
  • Overseeing administration of insolvency processes and statutory returns
  • Preparation of Statement of Affairs and Estimated Outcome Statements
  • Carrying out financial analysis and financial investigations
  • Reporting to clients, appointors, creditors and other relevant parties
  • Supervise, support and mentor junior members of the team, ensuring consistent high level of service and delivery of work
  • Management of case time records and KPI’s
133

Corporate Finance Resume Examples & Samples

  • Work with the Metadata Integration Lead, Data Governance team and subject matter experts to define the firmwide strategy and approach for management of technical metadata and lineage
  • Develop and maintain the key artifacts that will define the DataLink operating model, including roles & responsibilities, training materials, operational controls and supporting processes
  • Facilitate sessions with stakeholders, including LOB CDO offices, technology and relevant functions, to review operating model components, capture feedback and develop consensus
  • Identify, evaluate, manage and report on business needs, technical constraints, proposed applications and solutions and project issues and risks
  • Analyze technologies and workflows and develop strategic alternatives for presentation to management and stakeholders
  • At least 5+ years of related work experience
  • Outstanding verbal and written communications
  • Demonstrated analytical and problem solving skills
  • Proactive in identifying issues and recommending solutions
  • Motivated to work effectively in a high pressure work environment
  • Experience in Data Management, Data Strategy or Big Data a plus
134

Corporate Finance Resume Examples & Samples

  • Oversee and drive Firmwide initiatives by organizing and executing on-time delivery of key strategic priorities and objectives including
  • Proven track record of operating as VP or ED equivalent
  • Must be comfortable speaking to Senior Management and presenting ideas
  • Bachelor’s degree required, MBA a plus
135

Corporate Finance Resume Examples & Samples

  • Drive and/or assist in creation of more efficient, integrated operating models and infrastructure for the Finance & Risk Roadmap function
  • Execute data extraction and compilation, detailed analysis, data summarization and presentations highlighting potential issues and recommending actions to senior project leads and other team members
  • Generate workflows and process design for business process improvement
  • Work with Stakeholders to identify and staff project resources
  • Lead post-implementation efforts to create more efficient, integrated operating model and infrastructure for the Finance & Risk function
  • Create and produce periodic executive reports and presentations for senior management
136

Corporate Finance Resume Examples & Samples

  • Providing in-depth analysis of the key commercial and financial aspects of businesses, as well as their strategy, market position and future plans
  • Advising your clients on complex transaction scenarios including acquisitions, takeovers, mergers, divestments, capital raisings and business optimisation and improvement assignments
  • Applying the knowledge developed through due diligence to assist clients achieve incremental value through drafting appropriate clauses in transaction documents
  • Mentoring a team of Analysts to support the delivery of engagements and play a key role in their learning and development
  • Building effective internal and external relationships and influencing clients, vendors, bidders, advisors and deal stakeholders providing truly innovative solutions
  • Managing engagements with international and national blue chip clients, publicly listed and privately held companies, private equity firms and government clients
  • Advanced financial analytical skills and an ability to quickly navigate and interpret large, complex volumes of financial data
  • Solid experience in performing financial due diligence assignments in a transaction environment or similar complex financial assignments; or business combination experience gained through the audit of acquisitive businesses
  • Relevant tertiary qualification in Accounting/ Commerce/ Business or equivalent; CA qualification is required
  • Exceptional Microsoft Excel skills, with knowledge of VBA and SQL being an advantage. Sound working knowledge of Microsoft PowerPoint and Tableau would be highly regarded
  • A good understanding and keen interest in the Australian M&A and capital markets environment would be highly regarded
137

Corporate Finance Resume Examples & Samples

  • Analyzes and identifies both quantitative and qualitative anomalies in data feeds, shares observations with management, LoBs, and consumers along with recommendations on how the issues can be addressed
  • Performs analysis by leveraging data from different source systems and databases. Works very closely with internal and external stakeholders to communicate data issues that may present significant downstream reporting impacts
  • Partner very closely with LoBs and consumers to facilitate the processing of adjustments to address any data quality issues to meet downstream reporting needs
  • Proactively track and own the remediation efforts of data quality issues that impact the bank's external and internal reporting processes. This includes the planning and coordinating of remediation activities; all while keeping management informed of updates/developments
  • Support multiple change management projects, and participate in UAT and regressing testing activities when required
  • Analyze large data samples in a limited time frame on a recurring basis, candidate should be comfortable with performing various excel modeling techniques such as building macros, pivoting, and complex to semi-complex formulas
  • The roles provides exposure to all LoBs throughout the Bank, various business related processes, and the chance to demonstrate analytical and strategic thinking skills
  • Bachelors Degree required (Engineering, Finance, or Business degree preferable)
  • 3-5 years’ experience in financial services operations capacity
138

Corporate Finance Resume Examples & Samples

  • Provide design, build, testing and implementation services; incorporate corporate architectural standards into application design specifications
  • Work well with a broad and diverse stakeholder groups including Internal/External Projects, Application Developers, Technology Operations, global partners and business teams to gather, analyze requirements, and assist the team in defining appropriate technology solutions for business scenarios
  • Creative problem solver and solutions developer when presented with conflicting requirements, business demands and technical risks/issues
  • Effective, hands-on development leader with minimum 1-2 years of success delivering large scale applications in a fast paced, dynamic, and time-sensitive organization
  • Demonstrate analytical techniques and ability to make recommendations to technical and program leadership to improve the product, process or technology
  • Presents ideas clearly and concisely and is able to influence and motivate others
  • Bachelor’s degree with 5 plus years of financial technology industry experience
  • Extensive experience with
  • Hyperion Essbase
  • Strong work ethic and desire to drive significant impact
  • Willingness to challenge the status quo
  • An aptitude and interest in both technology and business
  • Excellent written and verbal communication skills are a must
139

Corporate Finance Resume Examples & Samples

  • Critical thinking
  • The ability to read and understand a range documents, and identify the key elements necessary to create metadata used for current statement preparation, third party audits, and any future legal needs
  • Excel skills
  • Word skills
  • Sony Pictures - CA - Culver City Area & Studios
140

Corporate Finance Resume Examples & Samples

  • Financial review on capital project expenditures to include timely recording of fixed assets
  • Invoice audit and quality check for accounting treatment
  • Monthly reconciliation of capital projects and accounts, investigations of variances and providing explanations
  • Participate in capital project reviews and closeout
  • Develop meaningful financial analysis in support of business decision making
  • Analytical review of financials to ensure propriety of balances outstanding
  • Assess transaction activity for proper accounting treatment
  • Perform ad hoc analyses, as required
  • Other responsibilities as assigned by manager
  • 1-2 years of accounting experience preferred, working in a high volume, fast-paced environment
  • Strong business acumen and communication skills, with considerable interaction with project managers and vendors desirable
141

Corporate Finance Resume Examples & Samples

  • Serve as a central point of contact for FFIEC 009 reporting enhancements
  • Drive direction and remediation efforts for Issues/Errors, Data Management, Phoenix Action Plans and Audit requests for above ref submissions
  • 7+ years total relevant work, industry and product experience
  • Experience in leading complex initiatives with multiple stakeholders
  • Process design experience
142

Corporate Finance Resume Examples & Samples

  • Work with Data Quality Issues groups and line of business stakeholders to define best practices for Data Quality Profiling and Measurement
  • Strong partnership with Chief Data Office, line of business and Technology support groups to ensure a high quality product and operating environment
  • In time, help develop a Firmwide Data Quality “Lab” to advise help smaller teams come on board and utilize Firmwide Data Quality Testing & Profiling capabilities
  • Bachelor degree or equivalent work experience (1-2 yrs)
  • 1 - 2 years experience in a Data Governance organization
  • 1 – 2 years Project management experience
  • Must be detail oriented, highly responsible
143

Corporate Finance Resume Examples & Samples

  • Produce Data Quality metric reporting
  • Drive data working group and governance calls
  • Partner with stakeholders and technology on enhancements planning and delivery
  • Preferred experience
144

Corporate Finance Resume Examples & Samples

  • Multi Currency Accounting is a control mechanism put in place to ensure the proper running of revaluation and restatement process along with the P&L close process to maintain and update the financial books and gauge FX gain and loss from company standpoint
  • Monitoring Balance Sheet accounts and Income Statement accounts
  • Report out daily and monthly metrics to the management showing the KPI's of the team
  • Work & coordinate with various teams across the globe including Legal Entity controllers, reference data, tech and GL
  • GLRS – Certification & Substantiation of month-end general ledger balances to the sub ledger and source transaction system
  • Cost of Funding Engine – COFe is the strategic Cost of Funding tool for International locations which require daily transfer pricing
  • Monitoring and escalating COFE exceptions to LOB/LEC for ASIA/EMEA/North America region
  • Query Management- Provide assistance & resolve queries received from LOBs / LECs
  • Maintain documentation about various controls to provide evidence for SOX, PWC and other audits
  • Chartered Accountant, Certified Management Accountant, Finance, Master or Bachelor's degree in business administration, finance, accounting or related field - Expertise in international accounting standards preferred (USGAAP)
  • 10+ years relevant work experience in legal entity controllership and financial accounting and reporting. At least 3 years demonstrated experience in leading and developing high performance teams
  • Work experience in global firms and project environments are strong assets
  • Excellent leadership and analytical skills with the ability to deliver quality output with short deadlines and to manage details without losing the sight of the big picture
  • Demonstrated ability to communicate effectively at management level and lead meetings efficiently, including
  • Virtual meetings using modern communication tools
  • Experience working in a highly professional, international and fast paced environment
  • Good Excel skills (i.e. macros, lookups, array formulas, pivot tables) and MS PowerPoint. Knowledge of ACCESS database would be added advantage
  • Exposure to project management tools like MS project, Visio, flow charting tools
  • Self starter able to prioritize key tasks effectively
  • Ability to manage multiple deliverables
  • Ability to interrogate and interpret financial reports
  • Excellent communication and co-ordination skills
  • Adaptability to changing priorities and working environments
145

Corporate Finance Resume Examples & Samples

  • MBA degree in Finance, Accounting and/or Economics preferred
  • Ability to perform financial modeling and analysis
  • Ability to work both independently and collaboratively with a team on multiple tasks and assignments
146

Corporate Finance Resume Examples & Samples

  • 3-5 years experience required with complex report design/development
  • Advanced proficiency required in Excel and Access
  • Advanced proficiency required in Business Objects and Hyperion Essbase
  • Proven ability to translate business reporting requirements into sustainable reporting solutions
  • Strong attention to detail and analytical skills
  • Strong focus on customer service and quality
  • Flexibility to multi-task in order to meet deadlines
  • Effective end-user consultation and communications skills in MIS design
  • Ability to manage complex reporting requests with end users to ensure detailed reporting specifications are met
  • Proven experience in identifying and remediating data-related issues impacting report quality or delivery timeliness
  • Creative problem solving ability to grasp reporting and data analysis concepts quickly
147

Corporate Finance Resume Examples & Samples

  • Performing detailed risk and control assessments across TCIO functions and processes
  • Performing audit-type testing and facilitate attestation across TCIO functions and processes (to be determined & defined)
  • Ensuring appropriate documentation exists for
148

Corporate Finance Resume Examples & Samples

  • Real life application of the Strategic Sourcing process
  • Knowledge of various marketing categories and the importance to our business
  • In depth analytics to develop recommendations to management and presentation of the recommendation
  • Advanced MS Excel and MS PowerPoint
  • Excellent communication skills (writing and verbal)
  • Ability and desire to learn quickly
149

Corporate Finance Resume Examples & Samples

  • Bachelors degree required from an accredited university/institution
  • 1-3 years financial services experience, preferably with exposure to financial analysis and financial reporting processes
  • Strong skills in MS Excel and MS Access
150

Corporate Finance Resume Examples & Samples

  • Be the primary Mizuho contact for existing and prospective Healthcare industry client relationships
  • To develop and maintain global relationships with US Healthcare companies. The current target client base is largely (but not exclusively) large cap investment grade Healthcare companies. Deepening the existing relationships is a primary goal. However, we will be expanding the target market from investment grade through non investment grade and possibly pre-IPO companies
  • Fostering strong relationships with product partners and Investment Banking colleagues to deliver integrated cross sell of the firm’s expanding product suite that includes lending, debt and equity capital markets, derivatives, trade, and the global network
  • Develop, structure, propose and negotiate financing and non-credit transactions
  • Meet group annual revenue and returns targets
  • Providing leadership, particularly in originating and closing strategic transactions in the Healthcare space
  • To exhibit outstanding interpersonal and influencing skills - ability to build relationships with clients, third parties and internal stakeholders
  • Functioning as a team player who works well within a large global organization, exhibiting energy, dynamism and passion for complex business challenges
  • Mentor junior colleagues
  • Manage and coordinate the execution of transactions, from inception to closing
  • Work with other groups within the Mizuho Financial Group around the world as part of Global Relationship Management and Business Development
  • Must be able to take a Leadership role and function professionally as a team player
151

Corporate Finance Resume Examples & Samples

  • Lead projects and services in business valuation analysis, and industry research
  • Perform professional business and complex instrument valuations such as equity derivatives, fixed income derivative models, equity instruments in complex capital structures, and contingent claims, utilizing advanced statistical and financial concepts such as stochastic processes, Monte Carlo simulation, binomial lattices (equity and interest rate models), and real options
  • Oversee and perform data- and document-intensive financial analysis and modeling/projections, strategic analysis, economic and statistical analysis, due diligence, valuation analysis, damage calculations and analysis, and industry research
  • Oversee and perform research related to engagements as well as document management, referencing from source documents to analysis, and file preparation
  • Write opinion letters and reports
  • Maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively
  • Maintain active communication with engagement team regarding interim and final deadline, percent of completion, etc
  • 1-4 years of progressive experience in public accounting or consulting with experience in business valuation, and complex financial instruments
  • Highly analytical with expertise in financial analysis and modeling, econometrics, statistics, and regression analysis
  • Accounting, finance, financial engineering and economics knowledge; proficiency in US GAAP preferred
  • High level of expertise with software packages such as Excel, Access, and Word
  • Ability to work additional hours as needed and travel to various client sites
  • Certification/license such as CPA or CFA and valuation credentials such as CVA, ABV, AVA, or ASA preferred
  • Bachelor's or advanced degree in Finance, Financing Engineering, Economics, Business Administration, or related field
  • Matlab experience preferred
152

Corporate Finance Resume Examples & Samples

  • Leadership skills and be a self-starter professional
  • Solid accounting, financial control and/or regulatory reporting knowledge
  • Product knowledge within major LOBs in the Lead Bank
  • Strong interpersonal skills, ability to influence and work in partnership with other teams
  • Strong work discipline and process orientation
  • Outstanding ability to communicate (written, verbal, presentation skills) effectively with peers, senior management
  • Ability to influence and lead in a matrix organization and interact with senior Controllers peers within LOBs and geographies
  • Management skills
153

Corporate Finance Resume Examples & Samples

  • Design, implement and manage the right level of controls and procedures for forecasting processes
  • Develop recommendations to strengthen internal controls and establish financial policies, procedures and reporting systems to improve operational efficiency
  • Continuously assess end to end control framework and create analysis to ensure that key risks and control gaps/enhancements are properly identified, evaluated, reported and addressed
  • Establish and maintain right level of security and controls for systems and process flow
  • Communicate effectively and maintain strong relationships within the FP&A team, across LOBs, Finance Control functions and senior staff
  • Manage execution of strategic initiatives and projects as needed (e.g. User Tools, etc.)
  • Manage the risk and control self-assessment process for FP&A. This includes partnering with LOB P&A and Controllers to identify key risks/controls/ issues, implementing standards, and meeting frequency requirements
  • Manage FP&A continuity process: includes formulizing a resiliency plan, determining acceptable recovery times to meet business/regulatory/legal obligations, and coordinating the testing (in country and out of country) of these plans
  • 8+ years of experience in a “Big 4” Accounting Firm, Internal Audit, or other control function with a strong understanding of internal controls, is a plus
  • Quick learner with the ability to identify changes to FP&A functions, organization and processes and assess their impact to resiliency and the control environment
  • Highly motivated, self- directed and exceptional written and verbal communication skills
  • Bachelor’s degree in Accounting/Finance. CPA/MBA preferred, but not required
  • Proficiency in Microsoft applications, esp. Excel, Word, and PowerPoint access and Visio a plus
154

Corporate Finance Resume Examples & Samples

  • Provide advice on a variety of transaction scenarios including acquisitions, takeovers, mergers, divestments, capital raisings and business optimisation
  • End-to-end project manage the due diligence process on investment and acquisition opportunities
  • Mentor a team of (Senior) Analysts to conduct extensive financial and industry due diligence to evaluate the risk/return parameters of a new line of business or potential transaction
  • Help your clients achieve incremental value through drafting appropriate clauses in transaction documents
  • Prepare / deliver presentations for senior management
155

Corporate Finance Resume Examples & Samples

  • You will have achieved or have the expectation of achieving a 2.1 honours degree
  • Applications are encouraged from all academic disciplines, including accounting, business, law, science, technology, engineering, maths, amongst others
  • Demonstrated leadership, creative problem solving and strong verbal and written communication skills
  • Ability to prioritise tasks, work on multiple assignments, and manage change
  • Ideally you should have some relevant work experience (e.g. internships, summer positions, school jobs)
156

Corporate Finance Resume Examples & Samples

  • Assist in creating and managing Cognos financial reports including Systems/Integrations testing and UAT
  • Work collaboratively with Senior Finance, Technology and Operations staff to develop reporting and workflow solutions to support the current FP&A group and Lines of Business
  • 5+ years of financial solutions systems including reporting tools, software development and project management experience
  • Expertise in IBM Cognos Report Studio (V10.2.2) with Essbase as the Data Source
  • Good to have skills: Unix, Tableau, Data Warehousing, JAVA, Hadoop Data Store or any other Big Data architecture
  • Highly motivated, self-directed
157

Corporate Finance Resume Examples & Samples

  • Work with the Finance Business Architect to implement the Global Finance business Data Consumption strategy to ensure data completeness, integrity and flexibility is provided globally to meet internal and external reporting requirements across LOBs and Corporate users
  • Partner with the Data Sourcing and Data Reporting teams to develop business process and technology solutions such that Data Consumption is looked at in the full context of the end to end process starting with Transaction Processing Systems all the way through to end user Reporting
  • Work with FRI Operating Model Program Manager and Senior Operations leaders to implement key operating model deliverables for Finance Information Reporting Solutions within the appropriate project framework
  • Maintain strong working relationships with finance and line of business partners, facilitate effective communication, and work with business teams to assess needs, understand requirements and syndicate solutions. Facilitate bi-weekly and monthly stakeholder forums
  • Develop and maintain project plans and budgets, define project resourcing requirements, track resource plan vs. actual, dependencies, issues and risks, time spent
158

Corporate Finance Resume Examples & Samples

  • Design, develop and implement performance indicators to help measure and communicate workforce productivity and production quality
  • Establish forecasting and predictive analytic capabilities to identify and anticipate future operational activity volume spikes and challenges
  • Develop expertise in existing and future strategic data source systems to streamline and improve information content, transparency and delivery
  • Collaborate with system / data owners and business project teams to improve data quality and identify opportunities to broaden information reporting capabilities
  • Lead the scope and development of product to system data mapping scorecards
  • Perform benchmarking analyses and assist in the development of measurement frameworks to communicate progress against key initiatives
  • Provide MIS solutions to support daily, weekly, monthly reporting and ad-hoc analysis. Must be able to tailor analyses to specific needs and drill down to multiple layers of analysis as appropriate
  • Present analysis / findings clearly and articulately (summary of facts, data sources, analyses performed, conclusions, and recommendations)
  • Preparation of KPIs and analyses for executive presentations and broader reporting packages to articulate the overall health of our external reporting processes
  • Sit on various working groups to implement strategic tools to automate and streamline processes. Collaborate with various groups (CFR, FRRA, Consumption Strategy, Global Finance Technology, Finance Operations, LOBs) to ensure positive results for defined projects. This particular position requires experience and a focus on complex projects to support business and finance initiatives
  • A Bachelor’s degree in MIS, Statistics or a Finance related field
  • Advanced proficiency with Excel, MS Access, MS SQL Server and other data management solutions
  • Intermediate to advanced proficiency with Visio, SharePoint and PowerPoint
  • Prior experience working with QlikView and other data visualization solutions
  • Prior experience managing or developing junior resources, preferably in an MIS or Analytics functional area
  • Prior experience defining and writing MIS business requirements
  • Ability to work in teams and to interface and present to stakeholders of varying levels
  • Availability to support quarter-end close schedules which may require extended hours and weekends
  • Creative thinking – continuously reevaluating and improving processes
159

Corporate Finance Resume Examples & Samples

  • Overseeing the accuracy and integrity of the books and records and end-to-end ownership of the control environment for the Compliance financials
  • Reviewing expenses and allocations to understand, explain and help to drive reductions in the expense base where appropriate
  • Providing monthly, quarterly and ad-hoc reporting and financial reviews to aid management in making strategic decisions
  • Managing the annual budgeting and monthly forecasting process for the locations
  • Acting as the primary contact for the lines of business on allocation related matters
  • Liaising with legal entity controllers, tax and other support functions to ensure the integrity of the financials
  • Support various initiatives and projects as arising
  • Strong relationship building and influencing skills
  • Analytical and organizational skills, ability to prioritise and to challenge
  • Proficient in Microsoft Excel, PowerPoint (PitchPro)
  • Knowledge of JPM reporting systems – SAP, Essbase, CDGL, MERIT, Advanced Analysis and Oracle
  • Accounting qualification
  • Planning & Analysis/Business Control/Legal Entity Controller experience
160

Corporate Finance Resume Examples & Samples

  • Departmental description
  • Technical advice to GIM business across a wide range of areas
  • Supporting Product Development in launch of new funds / changes to existing funds
  • Enhancing tax risk controls and processes
  • Reviewing investments from desks for suitability from a tax perspective
  • Supporting Client Services in dealing with client tax queries
  • Managing the UK funds tax compliance cycle (reviewing outsourced tax return process)
  • Review of tax documentation and tax wording in legal documentation
  • Review of changes to tax / regulatory environment and analyzing impact on asset management business
  • Provide technical assistance with the implementation and monitoring of a suitable operational taxes model for the business
161

Corporate Finance Resume Examples & Samples

  • 10 years of professional experience ( 3-5 years in project management-PMO preferred & 3-5 years of management experience preferred)
  • Ability to understand both the business and technical requirements, to participate within various technology forums to interpret the changes to the environment
  • Strong technical skills such as Access, Excel, PowerPoint, Visio, Project
  • Knowledge of database systems (e.g. MS SQL Server 2000, Oracle, Toad) and database concepts ( Optional)
162

Corporate Finance Resume Examples & Samples

  • Oversee the ongoing development across the Firm-wide Forecasting Framework (F3) and Planning & Analysis (P&A)
  • At least 10 years of managerial, process improvement and project management experience
  • Ability to manage multiple projects with tight timelines while keeping key stakeholders appropriately updated
  • Excellent computer skills including Excel, Word, Project, PowerPoint, Access, Cognos, SQL, SharePoint or other collaboration tools; Essbase, and SAP knowledge desired
163

Corporate Finance Resume Examples & Samples

  • Oversee the development of financial systems with a dynamic UI; including setting up app server/web server infrastructure in collaboration with Operations and Infrastructure teams
  • Advise on the design, testing, distribution and user training of a dynamic UI for a Firmwide Workflow tool
  • Work collaboratively with Senior Finance, Technology and Operations staff to develop solutions to support the current FP&A group and Lines of Businesses
  • Advise on best practices regarding managing the technical environment related to the Firmwide Workflow tool
  • Maintain / create Financial reports using IBM Cognos Report Studio
  • Bachelor's degree in IT and Financial systems discipline. Good to have: Master’s degree in Technology and Finance
  • 10+ years of financial solutions architecture, software development using J2EE, APIs and some project management experience
  • Must have strong hands-on development experience using Java, Spring, JPA/Hibernate, exposing and consuming JSON based RESTful webservice using Spring
  • Experience in UI Frameworks such as Angular, REACT, etc. a plus
  • Architect level of understanding of data modeling
  • Strong application design skills (UI and UX)
  • Familiarity with Financial Reporting Tools (Cognos, Tableau, Oracle OBIEE, FR, QlikView, etc.)
  • Good to have: IBM Cognos Report Studio (V10.2.2) with Essbase as the Data Source
  • Good to have: exposure to multidimensional systems such as Hyperion Essbase
  • Must have strong Oracle SQL query language, Unix, and data warehousing
  • Preferred Hyperion Essbase cube design and administration experience
  • Experience with Spring Boot, Groovy, Gradle a big plus
164

Corporate Finance Resume Examples & Samples

  • 3-5 years overall Financial Services relevant experience
  • Finance background with product knowledge preferred
  • Strong organizational skills and ability to manage multiple streams of work concurrently
  • Experience working across LOBs and regions
  • Excellent analytical, written and verbal communication skills, including advanced Excel skills and PowerPoint
165

Corporate Finance Resume Examples & Samples

  • Account reconciliation and analysis
  • Participate in dispute resolution when necessary to ensure that invoices are processed in a timely manner and in a way consistent with Corporate IT accounting and finance procedures
  • Assist in the Asset Management of Emerson’s Global Network
  • Help identify, develop, and implement additional accounting tools, business processes and procedures
  • Prepare financial analysis presentations upon request
166

Corporate Finance Resume Examples & Samples

  • Partner with the LOB P&A teams to identify and evaluate areas that will benefit from the implementation of Robotics process automation software
  • Partner with the LOB P&A teams to identify and evaluate areas that will benefit from the implementation of Dashboards, via suite of BI tools
  • Manage the operational planning - evaluation, vendor selection, testing, deployment, and user training for areas that can benefit from the enhanced technology (both RPA and Dashboards)
  • Utilize a network of relationships to collect and disseminate information, build support, and secure buy-in for desired objectives
  • Manage the prioritization of project pipelines, mobilization of firm resources, and risk mitigation on project deliverables
  • Handle broad-based and complex communication for key stakeholders, developers, and management
  • Promote knowledge of the team’s capabilities to gain support for ongoing and future initiatives
  • Maintain continuous focus on providing outstanding customer service for end users
  • Minimum of 10 years experience with at least 5 years of managing complex projects in a technical environment
  • Bachelor’s degree with a focus on Finance and/or Technology a plus
  • Proven track record in leading high performing delivery team
  • Excellent understanding of Finance processes and MIS platforms
  • Understanding of IT automation and system integration to drive efficiency
  • Clear communication skills, and the ability to articulate complex issues concisely
  • Leadership, relationship-building and influencing skills to drive agenda’s across a number of functions
  • Excellent multi-tasking, prioritizing and presentation skills
167

Corporate Finance Resume Examples & Samples

  • Financial Analysis & Forecasting
  • Knowledge of Business Management functions
  • Ability to analyze and interpret financial data
  • Ability to manage multiple priorities and maintain a balance between detailed analysis and macro indicators
  • Present data in a meaningful and consumable way for management
  • Proven problem solving skills
  • Effective written communication skills
  • Working knowledge of SharePoint sites
  • Microsoft office
168

Corporate Finance Resume Examples & Samples

  • Tactically partner with peers in one or multiple LOB P&A teams to assist in mapping out and documenting the implementation process for projects related to Robotics process automation
  • Tactically partner with peers in one or multiple with the LOB P&A teams to assist in mapping out and documenting the implementation process for projects related to Dashboards, via suite of BI tools
  • Track and monitor the progress of all projects activities; report status, risks, issues; and to recommend corrective actions to ensure the successful completion of projects
  • Review project pipeline and schedules with senior management and team members
  • Perform risk analysis and risk planning on the schedules; identify and recommend risk mitigation strategies
  • Support various ad hoc activities
  • Minimum of 3 years project management experience
  • Software knowledge of Softomotive's WinAutomation and Automation Anywhere
169

Corporate Finance Resume Examples & Samples

  • Tactically partner with one or multiple LOB P&A teams to assist in planning and implementation on Robotics process automation software
  • Tactically partner with one or multiple LOB P&A teams to assist in planning and implementation of Dashboards, via suite of BI tools
  • Interact regularly with existing or potential P&A clients to determine needs and to develop plans for improving delivery
  • Develop methods to monitor projects or area of progress and provide corrective supervision if necessary
  • Ensures project status, issues, and successes are communicated to project team, stakeholders and management
  • Minimum of 5 years experience with at least 2 years working on projects in a technical environment
  • Strong software knowledge of Softomotive's WinAutomation and Automation Anywhere
170

Corporate Finance Resume Examples & Samples

  • Processing of T&E expenses, calendar management, typing/formatting of documents, mail distribution, preparation of FedEx/DHL packages, faxing, answering phones, scanning and photocopying
  • Responsible for gathering and compiling info for various weekly and monthly meetings
  • Understanding and demonstrating good problem-solving skills
  • Other administrative / general tasks
  • Minimum 3-5 years executive secretarial experience
171

Corporate Finance Resume Examples & Samples

  • Partnering with the Data Management Office, Reference Data Operations, Data Sourcing & Reporting, and Business Architect teams to support the overall Book of Work in the Finance and Risk Roadmap and manage key program cross dependencies leveraging a standard project life cycle (PLC) methodology
  • Executing on the Internal Financial Reporting Data Domain deliverables and support the Finance/FIRS agenda through engagement with FORCE (firmwide operational risk system) & DataBook programs
  • Developing and managing the processes to facilitate the capture, reporting and resolution of Data Quality issues for Internal Reporting (FIRS)
  • Understand and document the core processes that support the production of critical Internal Financial Reporting
  • Review and/or define specific data element business definition values in partnership with the business process owners, Data Domain Leads and assigned Data Solution Architects, External Financial Reporting teams and Finance Consumption product leads
  • Submit new elements, change requests, certification requests to the Data Management Council for approval
  • Engage with assigned areas within the business operations to develop knowledge and subject matter expertise of the business processes, systems of record, authoritative sources and their usage
  • Identify data quality issues through profiling and advanced analysis and work with Data Domain Leads and Business Process Stakeholders to prioritize issues
  • Bachelor’s degree in business preferred or related equivalent work experience, advanced degree or CPA preferred
  • Minimum of 5-7 years of experience in any of the following disciplines: Data usage, Business Process Analysis, Process Improvement, Technology Development/Support or Project Management
172

Corporate Finance Resume Examples & Samples

  • 5+ years of managerial, process improvement and project management experience, with 2 years of project related experience
  • Experience with Essbase, Cognos, Business Objects or similar analytical/reporting tool is a plus
  • Must be able to quickly interpret and understand requirements and possess the ability to effectively analyze requirements and propose appropriate solutions
  • Ability to work independently and/or on teams across different locations, countries, and time zones
  • Ability to communicate effectively with all levels of management and staff
  • In depth understanding of finance and operations terminology as well as the Firm’s financial infrastructure
173

Corporate Finance Resume Examples & Samples

  • Draft and prepare pitch books with detailed industry materials for multiple TMT sub-sectors
  • Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing
  • Bachelors degree in Finance or Economics and a minimum of 1 year corporate finance and capital markets experience with a top tier global bank
  • Strong interest or working experience within the TMT industry sector
  • Maturity and good judgement in handling confidential and sensitive information
174

Corporate Finance Resume Examples & Samples

  • Bachelor Degree in Accounting or Finance preferred
  • Advanced Excel skills preferred. Essbase aptitude a plus
  • 5 to 10 years of relevant experience desired, ideally including at least 1-2 years of Accounting experience
  • Analytical ability - Prior experience with financial statement analysis
  • Communication skills - Ability to communicate succinctly and efficiently
  • Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently changing priorities
  • Sound judgment and independent decision making are required
175

Corporate Finance Resume Examples & Samples

  • Build and maintain key relationships and partnerships across various business finance, operations and technology partners globally
  • Oversee 300+ data feeds in order to gather, process and publish firm wide client profitability data each month. Ensure SLAs are met
  • Establish an evergreen operating model with prescriptive methodology, tools, and training
  • Identify, analyze and resolve data quality and processing issues
  • Identify, analyze and lead various process improvements on a continual basis
  • Define, assemble, and prepare for senior management operational performance metrics and Key Performance Indicators (KPIs)
  • Conduct testing of new functional releases aimed at improving the operations cycle to support overall Book of Work in the Roadmap and manage key program cross dependencies leveraging a standard project life cycle (PLC) methodology
  • Bachelors degree required from an accredited university/institution; advanced degree and/or certifications (e.g. CPA, CISA, etc.) a plus
  • 5+ years in the financial services industry focused on finance operations and MIS
  • 5+ years experience in creating financial reports for senior management review
  • Demonstrated expertise in MS Excel. Knowledge of MS Access, SQL , Visio and SharePoint. (Qlikview is a Plus)
  • Outstanding attention to detail, strong troubleshooting and problem solving abilities
  • Superior qualitative and quantitative analytical skills with ability to synthesize large data sets and identify targeted, crisp messages
  • High degree of initiative, self-direction, and ability to work independently as well within a team
  • Ability to effectively manage relationships across global, diverse Finance, Risk, Technology and Operations senior manager and relevant “SME” populations Ability to quickly learn and assimilate business and technical knowledge
176

Corporate Finance Resume Examples & Samples

  • Preparation of M&A, ECM and cross-product client pitches
  • Company and sector analyses and strategic reviews, including preparation of company and sector profiles
  • Target and buyer/investor screening analyses, including financial evaluation, acquisition capacity analyses
  • Company valuations using all relevant methodologies, including trading and transaction multiples, DCF and LBO
  • Be a key team member in day to day project execution work
  • Training and guidance of interns and VIEs
  • Keep up to date about developments in the chemicals, M&A, equity and debt capital markets
  • Very good Bachelor or Master’s degree in Finance, Business Administration, Sciences or Engineering
  • Relevant work experience / internships in investment banking, corporate finance/M&A, strategy consulting or accountancy
  • Strong technical and analytical skills
  • Very good command and user knowledge of MS Office, especially Excel and PowerPoint
  • Fluency in English is essential. Fluency in any other European language would be beneficial
  • A highly motivated and reliable self-starter
  • Well organized with superb attention to detail
177

Corporate Finance Resume Examples & Samples

  • Translate business needs into measurable IT requirements and solutions
  • Work closely with business users and technology to architect the solution that delivers business objectives
  • Write comprehensive and detailed functional specifications and review with key stakeholders
  • Develop a thorough test plan based on the written functional specifications
  • Execute the test plan as written and document results in Application Lifecycle Management (ALM)
  • Provide testing updates to senior management and key stakeholders
  • Establish a robust business analyst process to support the Internal Reporting Book of Work
  • Bachelor’s degree in Finance, Accounting or MIS preferred. Business Analysis Certification a plus
  • 5+ years of business analysis and process improvement experience, with 2 years of project related experience
  • Ability to execute and document multiple projects with tight timelines while keeping key senior stakeholders, and technology and operations partners appropriately updated
178

Corporate Finance Resume Examples & Samples

  • Assume ownership for assigned Resolution Plan components and interface with resources across the Firm to ensure successfully delivery of assigned plan components
  • Perform data analysis to support Resolution plan content creation
  • Prepare materials (e.g., summaries, presentations, etc.) to support management presentations to key committees including the Resolution and Recovery Executive Steering Committee, regulatory bodies, and others
  • Ensure accuracy and quality of assigned deliverables through validating consistency of data and analysis across plans, performing periodic quality reviews to ensure deliverable quality, and engaging with firm-wide quality assurance and audit teams as required
  • Lead Resolution plan enhancement initiatives, as required, through developing relationships across the organization, collaborating to define required work, and driving change as necessary to support effective delivery of identified plan enhancements
  • Strong qualitative and quantitative analytical skills including the ability to manipulate large amounts of data, the ability to leverage Excel features such as pivot tables and macros to analyze and summarize data, and the ability to clearly draw appropriate conclusions and present findings from data analysis. Financial analysis or similar background a plus
  • Significant presentation development skills including experience creating high-quality presentation content for senior audiences and conveying succinct analysis and conclusions in presentation materials
  • Strong ability to develop and maintain effective working relationships and influence across a broad organizational landscape in order to ensure alignment of teams to Resolution program objectives
  • Ability to take ownership for assigned deliverables and to proactively manage deliverables to timely completion (escalating when appropriate) in order to ensure objectives are met. Project management or similar experience a plus
  • Strong attention to detail and ability to proactively ask questions and seek feedback on deliverables as required
  • Excellent written communication skills and experience required
  • Experience in Resolution planning or other regulatory initiatives a plus
179

Corporate Finance Resume Examples & Samples

  • Strong technical skills, including Excel, Powerpoint, and Word
  • Prior Essbase experience preferred
  • Bachelor's degree in business related discipline
  • 3 to 5 years of relevant experience desired
  • Analytical skills – ability to handle large volumes of data and crisply interpret results
180

Corporate Finance Resume Examples & Samples

  • Scheduling of meetings, management of calendars, preparation of external / internal correspondence, telephone and visitor screening, travel arrangements, coordination of meetings and reception, arranging client breakfast / lunches, preparation of presentation materials, and maintenance / filing of documents
  • Coordinating the review, prioritisation, and response of all correspondence that comes to the senior managers who this role supports
  • Involved in the coordination of sensitive correspondence, reports and analysis (e.g. budgets and confidential employee information)
  • Expected to provide continuous support in conjunction with senior management’s daily schedule and obligations
  • Managing expenses and ensuring prompt payment of invoices
  • Maintaining access to emails and monitors all email correspondence for the senior managers they are supporting
  • Management of contacts on LinkedIn and Outlook
  • Preparation of Word and PowerPoint documents
  • Assisting in small scale, bespoke events organisation and management
  • Bachelor’s Degree or equivalent experience desirable
  • Proven ability to make sound judgments on a day-to-day basis regarding assigned and ad hoc duties
  • Ability to communicate with tact and diplomacy, both verbally and in writing
  • Ability to partner with the executive to understand and execute on the level of support required/expected
  • Strong interpersonal skills required to maintain collaborative working environment
  • Proven ability to work with limited direction from the Segment Leader
  • Ability to work under time pressure and be available as needed by the Segment Leader
  • Must possess strong product knowledge and significant prior experience within the functional area of expertise
  • Detail oriented with strong organisational and analytical skills
  • Ability to effectively communicate with FTI Executives, FTI clients, and all levels of the organization
  • Ability to handle confidential issues sensitively
  • Proficient in Microsoft Office application (Excel, Word, PowerPoint)
  • Experience of supporting senior management/board members/exec members in a professional services/financial services environment
181

Corporate Finance Resume Examples & Samples

  • Prepare client proposal and pitch book materials
  • Work closely with the project team to promptly resolve client issues
  • Bachelor’s, MBA or Master’s degree in Accounting, Finance, Business, Economics and related fields
  • Effective project and time management skills for handling multiple priorities and simultaneous projects
  • Ability to work efficiently and effectively in a team environment
182

Corporate Finance Resume Examples & Samples

  • Manage all phases of the Software Development Lifecycle for each release. Identify execution risks and develop appropriate mitigations to ensure timely delivery
  • Create and manage release calendars for each tool
  • Partner with FDM Governance Leads to define release scope
  • Engage with user community to identify enhancement opportunities and prioritize for inclusion in future releases
  • Identify cross-system impacts across the governance tool set and incorporate impacts in release planning
  • Facilitate sessions with Senior Stakeholders including the Firmwide Chief Data Officer to review overall release progress, capture feedback, and develop consensus
  • Develop metrics and reports for use in analysis
  • Proactively identify opportunities to continue to improve and enhance tools and processes
  • Perform ad-hoc analysis as needed
  • Exposure to software engineering management best practices
  • Familiarity with Agile and Waterfall methodologies; ability to navigate comfortably between both
  • Demonstrated analytical and problem-solving skills
  • Self-starter with a proactive approach to identifying issues and recommending solutions
  • Detail-oriented and able to thrive in a rapidly changing, dynamic environment
  • Comfortable dealing with ambiguity and able to operate with limited managerial oversight
183

Corporate Finance Resume Examples & Samples

  • Co-manage production process of External Counsel spend
  • Co-manage month-end data processes that support user tools, ensuring SLAs are met
  • Manage inventory of reports, helping to create proper reporting standards and identifying possible synergies
  • Help create new value-add reports that help predict future spend
  • Manage ad-hoc hoc data requests, typically involving the manipulation of large data sets
  • Conduct analyses to drive further insights and promote continuous process improvement to best practices
  • 6-8 years work experience in financial services and/or the legal industry
  • BS in Accounting, Finance or related discipline required; MBA and/or CPA preferred
  • Strong PC skills including PowerPoint and Excel
  • Highly motivated with excellent time management & prioritization skills, and ability to deal with ad-hoc requests daily
184

Corporate Finance Resume Examples & Samples

  • Bachelors Degree in Accounting or Finance preferred
  • 3-5 years financial services industry with prior experience in planning and analysis and/or budgeting and forecasting required
  • Excellent written and oral communication skills with the ability to present information in varying degrees of detail and form depending on the audience
  • Proven ability to multi-task and quickly assess and adjust priorities
  • Advanced Excel skills preferred. VBA/Macro knowledge a plus
  • Knowledge of financial systems a plus including MIS Essbase and Access Database
185

Corporate Finance Resume Examples & Samples

  • Leading the testing workshop with the workstream leads and LOB leads to agree the strategy, big rules and high-level responsibilities of the leads
  • Defining and agreeing the test strategy with the program team. The test strategy defines the structure of the test cycles, data cut points, roles and responsibilities, reconciliations, timelines, etc
  • Ensuring effective test coverage through traceability of requirements and design to test cases and test results
  • Owning the build of the detailed test execution plan (TEP) for the project
  • Maintaining an overall view of the status of the testing and being able to communicate the status of the testing execution, defect status, and key issues and reporting on a daily basis to the senior program leads
  • Managing the detailed execution of the TEP. This will involve
  • Ensuring that all parties are aware of the upcoming tasks and are prepared to progress them in a timely fashion
  • Identifying potential risks or roadblocks and defining mitigation strategies
  • Working with the key workstream leads to drive progression
  • Ensuring that the progressed and issues are being correctly recorded and tracked
  • Ensuring completion of PLC deliverables
  • Strong project management and testing skill set developed on projects operating within a structured Project Life Cycle
  • Experience managing multi-system testing cycles including working as part of a program
  • Experience of bank-wide systems to track test progress and provide management reporting
  • Experience of building strong partnerships within a project team
  • Experience of Test Management and Defect Management tools such as ALM/Quality Centre
  • Proven test management skills & delivery track record on broad multi-functional project delivery within the banking industry
  • Knowledge of finance functions with business product knowledge a plus
186

Corporate Finance Resume Examples & Samples

  • Contribute to the creation and sign off on business requirement documents for technology initiatives
  • Oversee and perform user acceptance testing for transaction processing system and operational GL initiatives
  • Work with production team members and manager to understand current operating model and implement changes required driven by changing technology environment
  • In-depth understanding of securities, loan, deposit and derivatives products
  • Project management and organizational skills
  • Project management experience in a financial institution preferred
187

Corporate Finance Resume Examples & Samples

  • Manage a central process for intake and prioritization of requests for data governance
  • Manage a central process for determining adoption requirements for governed business metadata
  • Partner with stakeholders across the firm and LOB Chief Data Officers to understand their needs and coach them through the prioritization process
  • Become an SME on the content within the glossary and use this expertise to ensure proper domain assignment
  • Track the progress of the intakes and adoptions with meaningful and impactful metrics that will be reported in senior level management forums and councils
  • Create documentation as required to train and educate the domains and stakeholders on the intake and prioritization and adoption processes
  • Bachelor’s degree in Liberal Arts, Business, Engineering or Information Systems
  • 3 to 8 years of experience in enterprise data management at a major financial institution preferred
  • Experience supporting in Data Governance programs, especially data dictionary or business glossary initiatives
  • Experience with leading data stewardship tools such as Collibra is a big plus
  • Well organized, methodical, detail-oriented mind-set
  • Ability to coordinate across functional teams of business executives, IT professionals, and other key stakeholders towards common goals and objectives
  • Strong relationship-building skills, demonstrated consultative approach and skill in influencing others
  • Excellent written and oral communication and presentation skills
188

Corporate Finance Resume Examples & Samples

  • Monitoring mailboxes and responding to queries received from internal departments, external law firms. This will require the incumbent to partner closely with internal teams such as CAP (Corporate Accounts Payable), Tax and EMEA IB Client Billing to resolve promptly and accurately
  • Resolving issues where invoices are not fully processed by the system and require intervention
  • Proactively providing advice to external law firms on resolving billing issues
  • Partnering with CAP (Corporate Accounts Payable) with vendor maintenance, new supplier set-ups and activations/deactivations of current suppliers
  • Proactively providing recommendations on system and process changes to improve invoice processing
  • Raising new system access requests and provide training, where needed
  • Back-up for India team on processing of paper invoices received from law firms for payment
  • Support system user acceptance testing, on an as-needed basis
  • Coordinating VAT issues with the JPMC EMEA tax team
  • Assisting management with ad-hoc requests
189

Corporate Finance Resume Examples & Samples

  • Market analysis
  • Company financial analysis
  • Presentation writing
  • Financial/operational Excel modelling
  • Participation in client/internal meetings
  • Strategy formulation
  • Minimum 2.1 in your undergraduate degree or equivalent (preferably in a numerical subject)
  • Either CPA or masters in finance or MBA
  • Fluent English speaking and writing skills
  • Highly numerate with the ability to absorb and interpret high levels of information
  • Strong analysis (Excel) and report writing skills (PowerPoint)
  • Excellent organisational and planning skills and confident working with a number of demanding stakeholders
  • Professional and proactive approach to work
  • Second language preferred
  • Previous demonstrable experience within a Big 4, private capital, management consulting &/or TMT industry background
  • Previous accounting work exposure
  • Relevant pre deal due diligence, post merger integration experience
  • Experience in managing strategic performance improvements
  • Telecoms, media and or technology sector exposure ideal but not essential
190

Corporate Finance Resume Examples & Samples

  • Assist the delivery of our core offering either restructuring advisory or performing Independent Business Reviews (“IBRs”). This will include
  • Educated to degree level (or equivalent) in a numerate subject
  • An enthusiasm to learn and who have a clear vision for their career in restructuring
  • An active interest in the restructuring market place and be familiar with recent transactions and news worthy events
  • Good communication skills and the ability to interact with team members and clients at all levels
  • Working in small teams, candidates should have excellent teaming skills, be flexible in approach and able to handle multiple tasks
  • Strong commercial acumen/market awareness
  • Logical and methodical approach to problem solving
  • Highly numerate with the ability to absorb a high quantum of information
  • Professional and proactive approach
  • Computer literate with strong excel, and powerpoint skills
  • Newly qualified with up to 1 years post qualification experience
  • Previous experience working within a ‘big 4’ preferred not essential
  • Relevant corporate restructuring or transaction advisory experience either on behalf of creditors, corporates or private equity
  • Relevant corporate restructuring or transaction advisory experience
  • Sound appreciation of double entry accounting, GAAPs and interaction between financial statements, especially in relation to the cash impact
  • Previous experience in report writing and / or drafting sections of larger reports
191

Corporate Finance Resume Examples & Samples

  • Bachelor’s degree required, CPA / CFA helpful
  • 7-10 years overall finance services experience, preferably with project management experience
  • Solid understanding of finance processes, infrastructure and systems
  • Experiencing managing team of junior resources while managing own book of work
  • Excellent ability to quickly learn and assimilate business and technical knowledge, and confidently speak about these processes
  • Ability to lead and influence without having direct authority, and communicate effectively at many levels of the organization including senior management
  • Ability to develop strong client relationships and gain consensus on key decision
  • Experience in creating process flows
  • Strong team-orientation and leadership skills
192

Corporate Finance Resume Examples & Samples

  • Work with existing team leads to develop and execute strategies for continuous improvement in their functional areas for 2017 and beyond
  • Become the senior-most SME on the content within the glossary; use this expertise to resolve escalations of issues in domain assignment and other challenges of business glossary content creation
  • Work with the data domains to remove roadblocks and address issues holding up the timely completion of the various intakes
  • Raise unresolved prioritization and assignment issues to the Firmwide Data Management Council
  • Prepare documentation to escalate adoption needs to the appropriate steering committees as needed
  • Design meaningful and impactful metrics to show the progress and growth of the program that will be reported in senior level management forums and councils
  • Partner with the business requirements team to design new capabilities in the governance toolset (business glossary, wiki, analytics platform, and controls tool)
  • MBA or related graduate level degree strongly preferred
  • 12+ years of experience in enterprise data management at a major financial institution preferred
  • Experience in leading or supporting in Data Governance programs, especially data dictionary or business glossary initiatives
  • Proven ability to coordinate across functional teams of business executives, IT professionals, and other key stakeholders towards common goals and objectives
  • Strong relationship-building skills, demonstrated consultative approach and proven skill in influencing others/corporate diplomacy
  • Exceptional written and oral communication and presentation skills
193

Corporate Finance Resume Examples & Samples

  • Assisting the Domains with content curation, and supporting the REB
  • Assisting with the Guidance Advisory Council, as well as Review Meetings with Subject Matter Experts. (Example topics: Business Term creation and compliance to standards, rule definitions, etc.)
  • Supporting education and training for Data Stewards, and other pertinent roles
  • Supporting Lines of Business and Domain Teams in rationalizing, classifying, and categorizing their DataBook content
  • Recommending process improvements
  • Rigorous attention to detail
  • Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
  • Strong analytical / critical thinking and problem-solving skills
194

Corporate Finance Resume Examples & Samples

  • Drive cross program coordination and interaction between program leads within the function and with the firm’s Lines of Business
  • Ability to articulate complex concepts in clear messaging both verbally and in presentation materials
  • Drive strategy and execution for firmwide training programs
  • Drive strategy and execution of firmwide internal and external communication program
  • Manage firmwide collection of project metrics, status reports and program reporting through various forums
  • Proactively identify project risks and issues across work streams and collaborate with various teams to resolve
  • Participate, collaborate, and lead various work stream governance meetings and ad hoc working sessions, including setting up agenda, preparing meeting minutes, and keeping track of agreed actions
  • Drive execution of ad hoc projects across the various work streams and functions where needs arise
  • Administer the repository and distribution of relevant project materials – (e.g. SharePoint, Company Intranet, etc.) and facilitate the distribution of information among relevant audiences
  • Create and produce periodic executive reports and hoc MIS for senior management including creating the executive summary messaging
  • Project Management experience required
  • Proficient in Microsoft Office tools, especially PowerPoint
  • Good knowledge of project management techniques and tools
  • Solid organization skills
  • Ability to work in a flexible and continuously changing environment
195

Corporate Finance Resume Examples & Samples

  • Analyzes and identifies breaches in product reconciliations and work with lines of business / technology to resolve or define remediation plan
  • Partner very closely with LoBs and consumers to obtain adjustments to address any data quality issues to meet downstream reporting needs
  • Provide expertise on projects for processes related to Wholesale Credit and Liquidity Risk Management. Support production implementation activities when required
196

Corporate Finance Resume Examples & Samples

  • Work with lines of business and stakeholders to resolve assigned data quality exceptions for Liquidity Risk and Wholesale Credit reporting
  • Support production implementation activities for projects when required
  • Familiarity with Derivatives, Cash Securities and or Traditional Credit Products desirable but not required
197

Corporate Finance Resume Examples & Samples

  • Lead the new structure & team implementation
  • Guarantee alignment among Tax, Treasury, Credit & Collection functions & activities
  • Support the Business
  • Work closely with Financial Solutions Lead
  • Fluent English
  • Stakeholder Management; communication; negotiation and influence skills
  • Strong analytical, technical and leadership skills
  • Leader experience (direct people management) (minimum 5 years)
198

Corporate Finance Resume Examples & Samples

  • Develop deeper knowledge across all aspects of the M&A transaction lifecycle
  • Build your negotiating and influencing skills through participating in intense client engagements
  • Work closely alongside partners and directors on challenging assignments
  • Help clients execute a wide variety of transactions including acquisitions, takeovers, mergers, divestments, capital raisings and business optimisation
  • Create incremental value through drafting appropriate clauses in transaction documents
  • End-to-end project manage the due diligence process
  • Mentor and coach a team of high-performing practitioners
  • Prepare and deliver reports and presentations for senior management and boards
  • Participate in business development and relationship building programs with key clients and stakeholders
  • Help manage the practice including arranging training and coordinating resourcing
  • Undergraduate degree in finance and/or accounting
  • Post graduate qualification e.g. CA, CFA, Masters in Applied Finance or MBA
  • Strong familiarity with the broader deal-oriented process and environment
  • Structured thinker with analytical and financial skills to work on complex financial transactions
  • Strong leadership capability to collaborate with senior executives and mentor a team
199

Corporate Finance Resume Examples & Samples

  • Global inbound and domestic transactions with international and national blue chip clients, emerging companies and private equity firms
  • Work across the corporate finance team on a challenging range of transactions including mergers and acquisitions, takeovers, divestments, IPOs and capital raises
  • Being responsible for the delivery of key deal documents including acquisition strategy papers, information memoranda, due diligence reports and indicative valuation papers
  • Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance
  • Analyse company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, potential liabilities and indebtedness considerations as well as risks that impact valuation
  • Leading the preparation of valuations (including comparable companies, precedent transactions and DCF) across a range of industries and transaction structures including public-company purchase price allocations, goodwill impairment measurement and independent expert reports
  • End-to-end project management of transactions including direct liaison with senior executives of clients, target companies and other deal stakeholders
200

Corporate Finance Resume Examples & Samples

  • Quantify and articulate business entity and intangible asset values for taxation, transaction, mergers and acquisitions, financing, litigation, financial reporting and strategic management purposes
  • Employ various valuation methodologies such as discounted cash flow, guideline public company/ transaction, excess earnings, comparative sales and replacement cost methods, capital asset pricing model, etc
  • Conduct in-depth client, economic, industry, and competitor research and statistical/ ratio analysis
  • Prepare/ review of valuation reports, exhibits, letters, and other client deliverables
  • Provide independent advice to directors and shareholders of ASX listed companies on valuation issues related to transactions
  • Take a leadership role in project management and executing valuation engagements; participate in sales, manage client relationships, develop project plans, supervise/ train staff and manage engagement budgets
  • Actively participate and lead business development initiatives, both with the Partners in the team, and through your personal networks
201

Corporate Finance Resume Examples & Samples

  • Extensive hands on experience performing financial due diligence tasks
  • Highly developed project management and inter-personal communication skills, experience in supervising junior staff and delivering outstanding client service in compressed timeframes
  • A good understanding of the Australian M&A environment (public market, private company and private equity) and a demonstrated ability to build strong relationships with clients, other advisers and transaction stakeholders
  • Succinct and insightful report preparation skills
  • Advising leading Australian and global financial institutions and private equity investors on a wide variety of complex and challenging transaction scenarios
  • Working closely with project based teams, supervising and reviewing the analysis of junior team members, writing reports and supporting senior team members with overall engagement management
  • Providing in-depth analysis of the key commercial and financial aspects of organisations, in addition to assessment of strategic and financial plans
  • Liaising with other service lines within Deloitte including Economics, Corporate Tax and Audit
  • Continuing to build our brand in the market through business development opportunities with existing and targeted clients
202

Corporate Finance Resume Examples & Samples

  • Running transactions independently or with little support
  • Working on a range of buy-side / sell-side / BEE transactions
  • Assisting with day to day management of transactions which includes preparation of pitch books, information memoranda, management presentations, valuation analysis and taking responsibility for preparation of information and client communications
  • Industry research for both deal origination and transaction analysis (Carry out detailed industry and sector analysis on projects)
  • Valuation (using various methodologies (DCF, trading multiples, transaction multiples, etc.)) work and financial modelling
  • Transaction structuring, including determining optimal capital structure
  • Ability to provide input into and mark up legal agreements
  • Liaise with all parties and service providers involved in transaction, including due diligence, tax, legal, regulatory etc
  • Prepare positioning papers to be used for stakeholders on deal rationale, structure and implications
  • Evaluate shareholding structures and related company documentation to understand implications for envisaged transactions
  • Facilitate brainstorming sessions regarding potential transactions
  • Contribution to marketing and business development opportunities
  • 2 – 3 years working experience in Corporate Finance role encompassing M&A, Private Equity, Transaction Structuring, Valuations and Financial modelling and strategy
  • 3 – 5 years’ experience in Corporate Finance role
203

Corporate Finance Resume Examples & Samples

  • Primary SME contact for strategic projects and technology teams representing Finance and Risk Operations (define all business requirements)
  • Partner with existing Credit and Liquidity risk operations teams to learn reconciliation and adjustments processes and identify strengths/weaknesses for consideration towards improved process on new framework
  • Escalate data quality issues for remediation
  • Strengthen and maintain strong relationships between data suppliers as well as data consumers
  • Provide metrics/MI to senior management to measure the project development, as well as overall health of risk data flows
  • Partner with projects team to support all infrastructure development and testing
  • Support Business Management team to maintain adequate documentation of all procedures and controls
  • Represent Finance and Risk Operations in various control forums
  • Manage staff of 2-3 professionals
  • Develop a firm understanding of existing products being serviced and reviewed for data accuracy and completeness
  • Analyze all operating model issues attributed to both data quality matters and GL reconciliation issues
  • Initiate and lead working groups to close FRW operating model gaps identified during BAU operations
  • Gather information on data quality investigations, and provide support to the operations team to trigger both tactical and strategic resolutions
  • Develop internal controls and procedures to ensure that all operating model issues are being escalated and exposed to all FRW stakeholders
  • Conduct operational readiness exercises to ensure operations is prepped and able to absorb any operating model changes
  • Provide frequent FRW operating model updates in the form of scorecards, metrics, and leadership forums
  • Bachelor’s Degree required ( Engineering, Finance, or Business degree preferable)
  • Master’s Degree required (Engineering, Finance, or Business degree preferable)
  • Sound knowledge of varied financial products suites, especially Derivatives and Securities
  • Professional attitude and strong team player
  • Analytical and methodical problem solving skills
  • CPA/CFA preferred but not required
  • 10 years’ overall experience in financial services operations capacity
  • 5 - 7 years’ experience in developing, rolling out, and stabilizing operating models in the financial services industry
  • Familiarity with Derivatives, Cash Securities and or Traditional Credit Products or trading/settlement applications desirable
204

Corporate Finance Resume Examples & Samples

  • Manage business intelligence tools Workstream (Qlikview/Reporting Dashboards/Business Objects)
  • Co-lead implementation of new matter management system from reporting perspective
  • Ability to understand technical concepts and explain to non-technical users
  • Help create new value-add reports that help predict future external legal spend
  • Conduct analyses to drive further insights and promote continuous process improvement
  • 8-10 years work experience in financial services and/or the legal industry
  • Technical skills preferred – SQL, advanced Excel, able to pick up new tools and applications quickly
  • Able to “paint the picture” with data; taking large data sets and draw primary insights
205

Corporate Finance Resume Examples & Samples

  • Set and manage project scope, resourcing requirements, timelines, risks/issues/assumptions and dependencies
  • Support the development and documentation of a detailed end to end operating model by partnering with relevant stakeholders; this includes,
  • 3-5 years of financial services experience, preferably with project management experience; internal JPMorgan experience preferred
  • Solid understanding of financial reporting processes, infrastructure and systems
  • Strong analytical and problem solving skills; sound judgment with a control mindset
206

Corporate Finance Resume Examples & Samples

  • Support the end to end oversight of the LOB Segment reporting / MIS reporting initiative
  • Define the MIS scope associated with both the initial delivery and future releases
  • Produce and manage the MIS roadmap inclusive of FDW MIS decommission in conjunction with the Data Sourcing and Op Model teams
  • Support the management of end to end project plan inclusive of sourcing, operating model, testing, and technology activities
  • Develop functional requirements
  • 6-10 years of financial services experience, preferably with project management experience; internal JPMorgan experience preferred
  • Communication / Influence
  • Ability to lead and influence without having positional authority, and communicate effectively at many levels of the organization including senior management
  • Ability to develop strong stakeholder relationships and gain consensus on key decisions
207

Corporate Finance Resume Examples & Samples

  • Support the development and documentation of a detailed end to end operating model by partnering with relevant stakeholders; this includes…
  • Workflows/Process Maps
  • RACI (responsibilities) Charts / Interaction Model
  • Use Cases
  • Identification of updates to the FRI – Consolidated Run Book
  • Inventory of Adjustments inclusive of requests for new templates
  • Present key documents & lead discussions with diverse stakeholder audiences in order to seek agreement on proposed operating model components and artifacts
  • Maintain strong relationships with stakeholders in order to influence and facilitate multiple work streams
  • Support the Regulatory Reporting Program Managers to align operating model to business requirements and technical solutions
  • As part of the overall Finance & Risk Roadmap Consumption Program…
  • Liaise with other Finance & Risk Roadmap programs to ensure operating model principles and standards are implemented across the entirety of the program
  • Work in tandem with Finance, Risk and Liquidity teams to drive consistency in operating model principles across our organizations
  • 7-10 years of financial services experience, preferably with project management experience; internal JPMorgan experience preferred
208

Corporate Finance Resume Examples & Samples

  • Implement Control agenda for business including the RCSA program
  • Bachelor's degree required; MBA preferred
  • 10+ years in Control, Compliance, Risk Management, Audit or Finance
  • Regulatory capital management or capital stress testing experience is a plus
  • Strong track record at managing large-scale and complex RCSA implementation projects
  • Polished communication and presentation skills
  • Strong personnel and organizational management skills, including expertise in issue and conflict resolution and the ability to effectively build, mentor, lead, develop and retain talent
209

Corporate Finance Resume Examples & Samples

  • Compute and record monthly corporate tax, deferred tax & indirect taxes as per USGAAP and Local GAAP for APAC entities
  • Indirect tax return preparation and submission e.g. GST, VAT, stamp duty for various APAC entities
  • Monthly Balance Sheet reconciliation
  • Partner with Internal & external stakeholders for collation of data for annual corporate tax return & other submissions
  • Assist on special requests and provide timely information to internal/external stakeholders
  • Recommend and implement processes that improve the efficiency and accuracy of tax accounting
  • Support in implementing controls and continuous process improvements
  • Solve problems, and develop new methods of analysis
  • Develop general corporate tax technical expertise as well as specialized tax knowledge
  • Required Education, Training and Licenses
  • Chartered Accountant / Master’s degree or equivalent with emphasis on accounting and taxation
  • A minimum of one to two years of experience, in a public accounting firm or industry with exposure to direct & indirect tax compliance for Asia-Pac region
210

Corporate Finance Resume Examples & Samples

  • Has good judgment and independent decision making skills
  • Responsible for month-end close process
  • Assist in preparation and improvement of monthly accounting package
  • Develop and document processes
  • Bachelor's degree in accounting, finance, or related discipline (CPA or MBA helpful, but not required)
  • Experience in project management and process improvement
  • Experience with automated financial application systems, database, and worksheet tools
  • Strong business acumen and communication skills
  • Strong organizational skills and attention to details
211

Corporate Finance Resume Examples & Samples

  • Serve as a lead facilitator across Finance & Risk CFO Operations control function, partnering across the organization to ensure a comprehensive and collaborative approach in support of the controls agenda
  • Develop, implement, oversee and execute Control Program that focuses on key risks and evaluate the effectiveness of mitigating controls
  • Act as ORM and Audit point of contact for all control related initiatives, internal/external audits and regulatory asks
  • Interface with various internal groups including Risk Management, Audit, Controllers, Product Risk and Controls, Compliance and Legal as necessary
  • Lead proactive Control Team focused on preemptively identifying control gaps and enhancing the control environment
  • Validate and review controls in light of key business projects, business changes and operational events such as Migrations, New Products, On-boarding/Off-boarding and System Implementations; Engage in operating model activity, ensuring effective control environment as strategic operating model evolves
  • Drive the end-to-end RCSA (Risk Control Self Assessment) process which focuses on risk identification through process mapping and evaluation of related controls
  • Continually identify process areas of opportunity and efficiency by reviewing internal processes and procedures
  • Perform internal reviews and RCSA’s, including process controls, operating models, SOPs, and SLA’s, to identify and action control gaps
  • Manage operational risk events. Interview process owners, summarize incidents and determine remediation next steps, in partnership with business colleagues
  • Manage planning and execution of SOX and CCAR scoping and testing
  • Manage efforts to identify, log and partner with operations and program management partners to define User Tool (UT) remediation plans
  • Partner with action plan owners to define clear and concise action plans, define milestones and track through closure, ensuring sustainability
  • Lead BAU control activities, including Business Resiliency related activity and recertification (i.e. access, MNPI, Clean Desk, UT Attestation, SOPs, SLAs)
  • Manage execution of end-to-end Business Resiliency, ensuring stable environment
  • Provide oversight and consultation on potential issues that arise with operations management, risk, compliance and products as necessary
  • Ensure operational practices are in compliance with relevant risk standards, policies and regulations to maintain an effective control environment
  • Lead process reviews to identify, enhance and track remediation of all risk issues/control gaps. Ensure verification of accuracy of controls and compliance with processes, policies and procedures and identify control gaps and improve controls
  • Drive control review findings to process owners for correction and assists process owners with the development of action plans to address significant process or control gaps
  • Manage the execution on ORM activities as defined by the Corporate ORM agenda
  • Ensure all ORM tools are maintained and updated (i.e. FORCE)
  • Lead the monthly Control Forum meetings with the extended management team and business partners
  • Deliver control related reporting, including Scorecard, Control Forum, BCC, Business Review and ICU Program
  • Independent self-starter with the ability to handle multiple priorities and produce successful results in a fast-paced environment
  • Ability to partner across functional teams and interact with various levels of the organization; Foster partnerships all stakeholders, both internal and external
  • Ability to successfully influence different groups and individuals to achieve objectives and deliver high quality and timely deliverables
  • Strong analytical, problem solving and decision making skills; Ability to analyze information and make recommendations
  • Information synthesis; Ability to extract and summarize themes from detailed information
  • Drives critical thinking and proactively seeks out best practices
  • Proven work experience influencing others to initiate a recommended course of action to solve a problem
  • Proven experience with operational risk analysis, process improvement, end-to-end process reviews and process flow mapping
  • Experience executing deep dive reviews to identify process and control gaps and identify the root cause of issues to ensure appropriate controls are enhanced or implemented to prevent reoccurrence
  • Ability to identify and assess impact of proposed product, operational and technology/infrastructure changes on the overall control environment
  • Strong understanding of internal control concepts/quality control techniques with the ability to evaluate and determine the adequacy of controls
  • 10+ years of experience in financial services
  • 7+ years of experience in a control related role
  • 5+ years of experience managing teams
  • Knowledge of Operational Risk a plus
  • Knowledge of Finance & Risk CFO Operations functions a plus
  • Audit, Operational Risk, or Compliance/Regulatory experience a plus
  • Experience working and managing within FORCE a plus
212

Corporate Finance Resume Examples & Samples

  • Partner with the FRI Data Sourcing and Operating Model teams to develop business process and technology solutions such that Data Consumption is looked at in the full context of the end to end process starting with Transaction Processing Systems all the way through to end user Reporting
  • Engage with Subject Matter Experts and Senior Operations leaders to implement key Regulatory Reporting deliverables for Finance Information Reporting Solutions within the appropriate project framework
  • Maintain strong working relationships with finance and line of business partners, facilitate effective communication, and work with business teams to assess needs, understand requirements and syndicate solutions. Facilitate various stakeholder forums
  • 6-10 years overall finance services experience, preferably with project management experience
213

Corporate Finance Resume Examples & Samples

  • Ensure all data feeds are complete and accurate in order to gather, process, and publish firm wide client profitability data each month. Ensure all incoming feeds and outgoing extracts meet SLAs with completeness and accuracy
  • Conduct testing of new functional releases aimed at improving the operations cycle
  • Bachelor's degree or equivalent preferred
  • 5+ years experience (Mix in Operations and/or MIS related fields)
  • Demonstrated experience with use of SQL to analyze data
  • Demonstrated expertise in MS Excel
  • Knowledge of MS Access, MS Project, Visio, SharePoint
  • Familiarity with finance concepts and banking applications
  • Highly motivated, results-oriented, client -focused
  • Outstanding attention to detail
  • Superior verbal and written business communication skills; ability to communicate with all levels of management and peers
214

Corporate Finance Resume Examples & Samples

  • Ensuring proper, timely, and high quality, accurate and complete landlord and tenant account research and analysis is performed, financial account and cost reconciliations are prepared, reviewed, and analyzed (including but not limited to Operating Expenses, Insurance, Real Estate Taxes, Management Fees, etc.) as well as payments to landlords and billings to tenants are timely and accurately made, reviewed and verified according to analysis of the lease terms and conditions, while maximizing “savings” to include ensuring landlord overbillings are addressed, and additional revenue opportunities are identified and billed as appropriate
  • Review and analysis of incoming statements, research and resolving payment/billing issues in accordance with appropriate processes and procedures. Reconcile financial components of lease obligations and assist Landlords/Tenants and internal and external partners with appropriate documentation and problem resolution
  • Identify, evaluate, research, respond to and independently resolve issues and situations. Determine and take appropriate actions to accurately and appropriately document information and address and resolve complex issues and situations. Manage issues and inquiries to timely resolution; escalate to management, facilities and legal as appropriate
  • Identify and evaluate trends, exceptions, irregularities, or larger wide-spread/systemic issues, determining underlying causes, communicating with partners, and resolving the issues or escalating to the manager and/or partners, as deemed appropriate
  • Timely identify, communicate and resolve exceptions within the approval workflows to prevent any internal control deficiencies or reportable items
  • Research transactions, obtain, review and analyze data required to assist with accounting and finance reporting activities
  • Manage, maintain, and prepare Aged Receivables reporting and information, determine, take, recommend and address collection efforts (to include managing demand and default activities in connection with the legal team) to ensure tenant delinquencies are appropriately maintained and collected. Identify and make recommendations to management, Accounting and Legal team to write off delinquent balances as appropriate
  • Timely provide detailed and accurate quarterly accrual information
  • Achieve savings goals and contribute to department savings goals by identifying, and addressing over and under-billings. Identify, collect and negotiate audit findings with Landlords and Tenants
  • Gather appropriate facts, and complete detailed review, analysis, evaluation and reporting of data necessary to respond to legal document or information requests such as Estoppel requests, Settlement Agreements, legal disputes, etc
  • Create and maintain cross-organizational partnerships within GRE and JPMC as an organization. Manage and maintain relationships with landlords, tenants, and internal and external business partners who provide coverage over diverse sectors to include Facilities Management, Consumer Bank Distribution Network, Design and Construction, Global Security, Critical Systems, and Energy and Sustainability to facilitate effective partnering and issue resolution
  • Complete monthly and quarterly reporting as appropriate
  • Prepare lease related and operational trend analysis as required
  • In connection with the review and analysis of lease language, provide recommendations to the legal and transactions teams to assist with development of appropriate and improved legal language to improve lease management going forward to include effective management and control of lease billings and expenses
  • Ensure property ownership changes and updates are reviewed, proper documentation is obtained, and timely and properly completed to ensure associated payments are processed within the terms and conditions of the lease
  • Coordinate and Collaborate with the Mumbai Lease Administration Analyst team with respect to process enhancements, inquiries, payment/billing processing, etc. in an effort to provide exceptional customer service
  • Participate in Audit, RCSA and Sox Compliance review, analysis and testing
  • Participate in system User Acceptance Testing and provide suggestions for process and system enhancements to improve efficiency
  • Lead or participate in departmental, divisional and global projects as required, actively participate in team meetings and operate in a cohesive team oriented manner. Remain positive and professional in all circumstances
  • Other duties and responsibilities as required
  • Undergraduate degree in Business Administration, Accounting, Real Estate, Finance, Economics or equivalent required
  • Minimum 3-5 years of commercial real estate or lease accounting experience and/or prior experience in Accounting, Finance, Real Estate or equivalent experience required
  • Proven ability to manage timely and accurate invoice processing, billing and payment activities to include account reconciliations, accruals, and prioritizing workload appropriately
  • Commercial lease audit experience preferred
  • Efficient, proactive, responsive, team player with a proven track record of establishing and maintaining strong client and internal partner relationships
  • Highly organized with ability to manage multiple priorities and time sensitive deliverables and deliver quality results on time
  • Proven ability to interpret complex commercial lease language and demonstrated thorough understanding of legal documents required
  • Excellent listening, verbal, written, and interpersonal communication skills required
  • Demonstrates extensive knowledge and understanding of lease accounting transactions and activities
  • Strong attention to detail and accuracy and excellent analytical and problem solving skills required
  • Personally exhibits a strong commitment to dependability and reliability with the ability to gain and maintain the confidence of team, partners and clients
  • Hands on, self starting, disciplined, and detail oriented individual with ability to work independently in a high volume environment that requires a work product that is highly accurate and timely provided
  • High degree of integrity, including ability to successfully manage sensitive or confidential information
  • Intermediate to expert skill with Microsoft Excel, Word experience required
  • Knowledge of SAP or equivalent experience preferred
  • Proven ability to exhibit poise, composure and confidence when confronting stressful or high-pressure situations and accountability for actions and behavior
  • Demonstrated ability of creative problem solving
215

Corporate Finance Resume Examples & Samples

  • Strong quantitative and analytical background will be required
  • Product knowledge of Traditional Credit, Securities and Derivative instruments will be beneficial
  • Ability to deep dive into data highlighting key issues is essential
  • Ability to multi-task, work well under pressure and commit to deliver under tight deadlines
216

Corporate Finance Resume Examples & Samples

  • Act as PMO for the build out of the FRW platform tool set and dashboard capabilities
  • Continuously monitor projects/Programs status, create and distribute the project scorecards and communicate impacts to Finance & Risk stakeholders
  • Working in partnership with Finance, Risk and Lines of Businesses to define/ updating operating model changes driven by strategic projects and Change Management process
  • Quality control policies & practices ensure that latest quality standards are followed and enforced within the organization
  • Manage operations and projects communication processes to ensure that all processes are applied and followed, ensure continuous improvement of the communication stream and apply any new relevant process/ operating model changes
  • R-CSA process compliance , including risk assessment of project controls and policies , ensure proper execution of processes throughout the projects lifecycle
  • Ensure FRW strategy awareness and training for the relevant employees, project managers and team members
  • Team structure and Governance Framework
  • Policies & procedures, standards
  • Must possess sound knowledge in program/project management, portfolio management, systems development methodology with demonstrated success at achieving results and keeping initiatives on track. Experience and knowledge on Agile methodology would be a bonus
  • Strong technical skills such as Access, Excel, Power Point, Visio
217

Corporate Finance Resume Examples & Samples

  • Assist with compilation, review and distribution of all metrics and key performance indicators
  • Drive internal monthly business review preparation and validation
  • Manage internal share point site global coordination of procedures documentation, reporting storage/archives, informational knowledge base, and project management documentation
  • Represent operations management as alternate point of contact to the Business Management team for all reporting, control issues, audits and people agenda initiatives
  • Drive and improve alignment between Operations and Data Analytics team efforts on status of all data quality issues
  • Partner with Regional leadership and operations controls leads to maintain adequate documentation of all operating procedures and controls/dependencies
  • Work with Projects team to coordinate operations requirements/resourcing as needed
  • Lead special projects as needed
  • Strong desktop skills, specifically Excel, PowerPoint
  • Self-motivated, Strong organizational skills and attention to detail
218

Corporate Finance Resume Examples & Samples

  • Support/lead the development, implementation and monitoring of Data Management Standards and Policy program
  • Ability to analyze, synthesize and adapt to a fast changing environment is critical
  • Proven track record of working across large and complex programs
  • Proven ability to work collaboratively across large teams
  • Experience in one or more of the following disciplines will be helpful: Data Governance, Data Quality, Reference Data, Data Strategy development
  • 10-12 years experience is desirable in related roles
  • Bachelor’s degree in Business, Engineering or Information Systems, or a related discipline. MBA or other related graduate level degree desirable
219

Corporate Finance Resume Examples & Samples

  • Developing partnerships with various upstream suppliers of data to Credit/Finance (e.g., Corporate Investment Bank, Asset Wealth Management, Business Banking, etc.) to understand their business, ensure completeness, timeliness and quality of their data and coordinate changes via FRW toolsets (CF/DAC/FDW) thru the end to end environment
  • Driving end to end PLC guidance, project initiation, planning. monitoring & control, stakeholder engagement, project delivery, implementation and consistent progress reporting
  • Coordinating with all Credit, Liquidity and Finance consumers to ensure completeness of business requirements with a clear understanding of operational issues, and resolution and ownership of issues related to on-boarding new supplies
  • Coordinating with Credit, Liquidity & Finance consumer business leads on supply deliveries and managing the consumer sign-off process
  • Performing Root Cause analysis around existing data quality issues within all asset classes supported by the FRW team
  • Ensure ongoing Management reporting and program/ project level reporting on project progression and diligence in articulation of focus / concern areas at every milestone
  • Work with Control partners to ensure adherence to RACI requirements and support through Audit/ compliance reviews
  • Knowledge of the Finance and Risk business or specific Wholesale Credit related products is a plus
220

Corporate Finance Resume Examples & Samples

  • FinancialData Analysis & Integrity:Understand workflow, data flow, financial reporting concepts/consumption/calculations/aggregations, application design and data drill-through/analysis in order to troubleshoot issues and ensure that financial expense data is complete and accurate
  • Relationship Management: Ongoing communication and relationship building with Key Stakeholder Clients, financial data providers, application development, technology production support and offshore-based operations teams
  • Project Support:Participation in support of business requirement gathering, proof of concept, design specification, operating model considerations, testing and implementation activities
  • Bachelor's degree in MIS, Finance, Accounting, Operations or similar discipline
  • Experience with Business Object (BO) reporting & SAP ledger experience
  • Experience with Essbase (cube builds, reference data, drill-through, analysis, reconciliation), a plus
  • Ability to successfully work independently in a fast moving environment
221

Corporate Finance Resume Examples & Samples

  • Execution of key control testing and substantiation
  • Documentation and analysis of processes to ensure adherence to Firm standards
  • Gap analysis reviews on business processes to identify control weaknesses
  • Research and present alternatives to strengthen controls and eliminate deficiencies
  • Assist in appropriate risk identification, mitigating control placement and identification of process improvements
  • Assist functional teams with the interpretation and completion of risk deliverables to meet target completion dates
  • Assist with the administration of the PCG SharePoint site
  • Update and maintain control program related details in the Firmwide Operational Risk and Control Environment (FORCE) system
  • Assist in the production and review of Operational Risk metrics for scorecard, presentations, and senior manager control meetings
  • Partner with SMEs to execute control agenda projects
  • Assist with Audit requests, as needed
  • Bachelor's degree in Finance, Accounting or similar discipline
  • 1-3 years professional experience, preferably in audit, internal control, or operational risk
  • Must be able to effectively prioritize and manage multiple and conflicting priorities
222

Corporate Finance Resume Examples & Samples

  • Develop and evolve control framework relating to the Finance and Risk Roadmap, including framework to support project scope and timelines
  • Work with Finance & Risk CFO Operations control teams to ensure controls developed are consistent with Firmwide requirements on CCAP, SOX, BCBS, and ICU requirements and efficient
  • Conduct control reviews, design assessments and RCSA’s exercise for the FRW program management function
  • Conduct periodic internal audits to ensure Control standards are applied per the Standard Operating Procedures and initiate/ track corrective actions/ improvements as needed
  • Prepare and present various reporting as needed
  • Support ad hoc reporting related to Project Management and control agenda’s
  • Manage resources that may be supporting control framework
  • 7+ years of financial services experience with a focus on Project Management and Controls
  • Proven experience preparing presentations/materials to effectively communicate key messages
  • Experience with Audits; RCSA’s; processing controls; SOX; CCAR; Testing & business resiliency
  • Ability to translate detailed information to high-level business themes
  • High level of professionalism and self-motivation
  • Strong communication skills, both written and verbal. Communicate clearly and persuasively with colleagues and stakeholders across a variety of levels
  • Well organized and detail-oriented
  • Ability to effectively influence peers and business partners to achieve objectives
  • Keen multi-tasking skills and ability to adapt to changing priorities
  • Ability to work with various levels of the organization
  • Advanced Microsoft PowerPoint skills
223

Corporate Finance Resume Examples & Samples

  • Relevant Accounting/Finance Degree (e.g BCom Accounting, BCom Finance)
  • 12 years working experience in a Corporate Finance division
  • Background in financial restructuring with a focus on corporate clients
  • Proven track record of winning new business and managing an extensive client portfolio
  • Develop high-performing people and teams through challenging and meaningful opportunities
  • Deliver exceptional client service; maximize results and drive high performance from people while fostering collaboration across businesses and borders
  • Influence clients, teams, and individuals positively, leading by example and establishing confident relationships with increasingly senior people
  • Understand key objectives for clients and Deloitte; align people to objectives and set priorities and direction
  • Manages margins effectively through correct budgeting, pricing and profitability management
  • Monitors that time and expenses to engagements are recorded and submitted weekly
  • Negotiates pricing for engagements to ensure profitability whilst maintaining client interests
  • Manages WIP – billings and cash collections
  • Living our Purpose - Acts as a role model and inspires others to embrace and live our purpose and values
  • Competitive Edge - Applies deep knowledge of disruptive trends and competitor activity to drive continuous improvement
  • Influence - Builds deep relationships across a diverse network and uses a flexible influencing style to gain buy-in and drive impact
  • Performance drive - Creates opportunities to drive impact; anticipates client needs and delivers superior results by leveraging each person’s strengths to build high performing teams across businesses and borders
  • Strategic direction - Translates broader strategy into a compelling team vision and goals; aligns the team and sets priorities to achieve objectives
  • Talent development - Actively contributes to building the talent pipeline; creates a talent experience that attracts, develops and retains top talent and high performing teams
  • Inspirational leadership - Establishes a strong leadership brand and inspires followership through passion, integrity, and appreciation of others
224

Corporate Finance Resume Examples & Samples

  • Support the RCSA (Risk Control Self Assessment) process which focuses on risk identification through process mapping and evaluation of related controls
  • Perform end to end process reviews to identify, address and track remediation of risks/breaks in controls
  • Verify accuracy of controls to ensures compliance with processes, policies and procedures
  • Facilitate control review findings to process owners for correction and assist process owners with the development of action plans to address significant process or control gaps
  • Participate in monthly/quarterly calls based on a control agenda (e.g., Control Forums)
  • Ensure all Resiliency activities are scheduled and completed (Risk base testing elements, out of country testing, etc) as well as ensuring plans kept current to the environment
  • 3 - 5 yrs experience working in a control environment including RCSA, Audit, User Tools & Testing
  • Experience in Project / Program Management
  • Strong interpersonal and relationship building skills and team player
  • Ability to engage with teams across diverse functions and locations and influence without having direct authority
  • Excellent working knowledge of MS Office Suite
225

Corporate Finance Resume Examples & Samples

  • Contribute to the strategic financial planning, capital budgeting and financial forecasting of the project team
  • Perform related industry and sector research at corporate and business unit levels
  • Build and maintain financial models (including developing projects)
  • Support the execution of investment and financing transactions through conducting research, liaising with parties involved, building financial models and reviewing documentation
  • Keep track on latest developments in financial markets and industry comparable
  • Other duties as required by the employer
226

Corporate Finance Resume Examples & Samples

  • A relevant university degree, preferably in Business Administration, Economics, Industrial Engineering, Management Engineering or a similar discipline
  • 1 to 3 years experience in relevant areas such as Corporate Finance, Due Diligence, Equity Research, Auditing, Strategic Planning and Business Development
  • Strong organizational and analytical skills
  • Ability to provide efficient, timely, reliable and courteous service to customers
  • Ability to effectively present information
  • Ability to solve problems involving several options in situations
  • Requires advanced analytical and quantitative skills
  • Advanced computer software application (Microsoft Excel, Word, PowerPoint, Outlook, etc.) skills
  • Strong interpersonal and organizational skills with ability to manage multiple projects simultaneously
  • Responsible for setting work unit and/or project deadlineEY is a global leader in assurance, tax, transactions and advisory services
227

Corporate Finance Resume Examples & Samples

  • Define and implement Program Management framework, including: appropriate governance and oversight, project prioritization and resource allocation, project lifecycle disciplines and reporting, business case development, costs and benefits
  • Work with IT to help with technical issues, dashboards, and reporting tools
  • Help identify process improvements for existing processes, helping to build a roadmap/plan towards automation
  • Communicate with senior management regarding project progress and recommendations/decisions
  • Develop effective presentations and project update materials suitable for senior executives
  • 8-10 years of overall experience, with 3-5 years of program and/or project management experience required
  • Previous experience with reporting systems, implementation of reporting systems and/or designing/building or creating requirements for reporting dashboards
  • Bachelors degree required, MBA/PMP preferred
228

Corporate Finance Resume Examples & Samples

  • Help create and analyze new value-add reports and metrics for Legal Billing Unit
  • Execute documented processes and identify process improvements
  • Resolve and/or escalate issues raised by Outside Counsel or JPMC Legal department in a timely manner
  • Train internal users on Spend Management System
  • Assist in the expansion to new countries and enable global consistency (people, process, systems)
  • Communicate effectively with law firm counterparts and JPMC attorneys
  • Respond to internal and external requests for data information and statistics related to reporting activities
  • Assist in the identification of key business issues, research issues identified and evaluate root causes to consult with business areas
  • Maintain accurate and complete records for Audit purposes
  • Preference for 3+ years experience working in a law firm or a large corporate legal department with familiarity of law firm billing practices
  • Demonstrating substantial initiative, ownership, energy, confidence and competence supporting day to day operations with limited supervision as well as the ability to work as part of team
  • Global experience preferred
  • Ability to work in complex environments with a diverse range of stakeholders within JPMC Business Community and outside legal vendors
  • Significant experience with Microsoft Office Suite, Business Objects and SAP
  • Preference for experience with legal billing systems such as AIMS, Passport, etc
  • Good understanding of accounting concepts such as G/L accounts and Cost Centers
  • Sound judgment and quick decision making skills
  • Clear communication skills, both written and verbal
229

Corporate Finance Resume Examples & Samples

  • Financial Data Analysis & Integrity:Understand workflow, data flow, financial reporting concepts/consumption/calculations/aggregations, application design and data drill-through/analysis in order to troubleshoot issues and ensure that financial expense data is complete and accurate
  • Relationship Management:Ongoing communication and relationship building with Key Stakeholder Clients, financial data providers, application development, technology production support and offshore-based operations teams
  • Data Sourcing:Interaction with data provider surrounding SLA enforcement, issue resolution, error research, data reconciliation, etc
  • Issue Monitoring, Tracking and Resolution:Ownership and oversight of client or process incident tracking on a daily basis including driving enforcement of governance, production of metrics to enable management of application performance delivery. The individual in this role will monitor issue metrics and prepare root cause analysis to identify and implement steps to reduce inquiry/issue occurrence and manage the monthly reconciliation process between controlling systems. This process includes identifying, explaining, and assessing key performance metrics as well as data quality issues.   
230

Corporate Finance Resume Examples & Samples

  • Participate in marketing and execution of M&A, Equity & Financing transactions in the metals & mining sector across Australia
  • Participate in substantial day-to-day client contact and client servicing
  • Work independently, producing high quality work by totally leveraging and accessing the Firm
  • Continue to round out product and technical training for team members
  • Demonstrate skills that will produce revenues for the Firm while gaining a broad understanding of how the Firm can derive revenues from each particular situation
231

Corporate Finance Resume Examples & Samples

  • Compensation expense analytics and reporting to various internal stakeholders – LOB P&A, LECs, SFOs, Tax, Audit
  • Functional HR & Payroll Balance Sheet analytics and reporting
  • Location support for General Ledger Reconciliation and Substantiation
  • Defined Benefit and Defined Contribution Pension accounting
  • Complete HR related financial disclosures for regional Financial Statements & Regulatory reporting
  • Participation in Control related activities – SOX, Risk & Control Self-Assessment
  • O Relevant experience required in accounting or finance, with demonstrated career progression
232

Corporate Finance Resume Examples & Samples

  • Complete HR & Compensation related financial disclosures for regional Financial Statements & Regulatory reporting
  • 3-5 years of relevant experience required in accounting or finance, with demonstrated career progression
  • Part/Fully qualified accountant
  • Basic understanding for material Accounting Policies that relate to HR, Compensation and Payroll activity
  • Data quality control mindset & focus, identifies and escalates information deficiencies
  • Ability to clearly communicate expense information (drivers, trends) to business heads necessary to manage expense targets
  • Clearly presents and explains output of analysis
  • Understands and able to apply accounting principles to line of business activities
  • Establishes and maintains effective partnerships with colleagues and clients
  • Previous JPMC general ledger experience preferable – e.g. SAP,CDGL
233

Corporate Finance Resume Examples & Samples

  • Expertise in Indian Tax Regulations
  • Working knowledge in all facets of Direct and Indirect Tax Compliance including Income Tax, Service Tax, Customs Duty, SEZ Regulation, local body taxes, GST, etc
  • Knowledge and experience in Transfer Pricing
  • Knowledge of Indian Companies Act
234

Corporate Finance Resume Examples & Samples

  • Partner with the Senior Leadership Team and Directs in all areas of financial control management monitoring expenses, billing and cost recovery in light of Reg W and transfer pricing restrictions
  • Develop key MIS performance analytics and reporting, including monthly EMR for recoveries at the legal entity level focusing on intra country transfer pricing markups. Detailed knowledge of JPMC legal entity structure is required
  • Manage the end to end IAS Charter process globally for Enterprise Technology. Create a governance framework to ensure all costs are billed in line with approved charters
  • Be the subject matter expert on taxes, billing, allocations and recoveries, and the focus point for all regulatory & audit queries. Drive any audit issues to closure
  • Partner with Legal Entity Finance and Tax to understand the transfer pricing framework globally and its impact on recoveries
  • Extensive related experience (Financial Management, Allocations, Recoveries, Controls)
  • Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across various complex businesses and key support functions
  • Self-starter with the ability to think creatively and laterally
235

Corporate Finance Resume Examples & Samples

  • Completed traineeship (TOPP or TIPP)
  • Minimum two years corporate finance experience in a “Big 4” auditing firm or merchant bank
  • Experience in enterprise valuations essential
  • Experience in IFRS and purchase price allocation valuations advantageous
236

Corporate Finance Resume Examples & Samples

  • Lead/manage a team of 1-2 resources focused on developing requirements for (Finance) Regulatory Reporting, leveraging FRI
  • Manage an end to end project plan inclusive of sourcing, requirements, operating model, testing, and technology activities
  • Support the development, revision and finalization of detailed requirements by partnering with relevant stakeholders; this includes…
  • Business & Functional Requirements
  • FRI Configuration (e.g. Reconciliation)
  • Present key documents & lead discussions with diverse stakeholder audiences in order to seek agreement on proposed Regulatory Reporting requirement artifacts
  • Monitor and recalibrate Regulatory Quarterly Release scope as necessary
  • Contribute to select testing and implementation deliverables
  • Engage with the FRI Operating Model and Technical teams to align business requirements with operating model and technical solutions
  • Maintain a robust Regulatory communication and governance plan
237

Corporate Finance Resume Examples & Samples

  • Supporting efforts to oversee the accuracy and integration of the disclosure controls over the Bank Financial Statements and the Bank Regulatory reports
  • Develop working knowledge in the areas of U.S. GAAP, SEC and regulatory requirements and how they affect JPMCB reporting
  • Analyze policies and their applicability to the Bank legal entities
  • Support review of the New Business Initiatives (NBIAs) from a JPMCB perspective and identify escalation points
  • Enhance Bank level external reporting error and issue management including tracking and resolution
  • Understand the Regulatory Reports that affect JPMCB and work closely with the Reg Reporting team
  • Assist with the creation of an attestation model framework as the reporting model evolves
  • Assist with senior management level reviews
  • Working across functions (Treasury, Risk, Legal, etc.) on operating and strategic issues
  • Required: CPA or CPA equivalent
  • Previous experience in a 'Big 4' Accounting Firm, Internal Audit, or other corporate control function with strong understanding of financial reporting and internal controls preferred
  • Strong accounting skills including experience analyzing control environments
  • Strategic thinker
  • Outstanding ability to communicate (written, verbal, presentation skills) effectively with peers and senior management
  • Broad knowledge of financial services businesses and products as well as related functional areas (Treasury, Tax, Legal, etc.)
  • Excellent and efficient skills using MS Excel and PowerPoint tools
238

Corporate Finance Resume Examples & Samples

  • Review, analyze and interpret new IRW rules. Partner with LoBs to determine the impact on
  • Minimum of 7-10 years information reporting and withholding tax experience
  • Legal background or masters in tax preferred
  • Broad knowledge of financial products
  • Ability to quickly grasp complex business transactions/products
  • Project management skills a plus
  • Clear and concise writing skills
  • Ability to synthesize complex regulations into terms easily understood by non-tax professionals
  • Ability to build positive relationships with the LoB and IRW team members, but also have the
239

Corporate Finance Resume Examples & Samples

  • Strong project management skill set developed on projects operating within a structured Project Life Cycle
  • Employing strong influencing skills to deliver to the project timescale
  • Routinely make complex decisions and holds others accountable for quality deliverables
  • Strong, confident and clear verbal communications skills to ensure that the project status is effectively documented and understood
  • Capability to build strong partnerships with the operational and technology leads
  • Demonstrate a structured, methodical approach that minimises project risk
  • Capable of maintaining focus to identify and quickly eliminate roadblocks
  • Solid finance / accountancy skill set with significant exposure to both Financial and Management Accounting
  • Good project management skills & delivery track record across complex multi-functional project delivery
  • Some LOB product knowledge
  • Experience of key aspects of the Finance Target Platform (e.g. SAP ledger, FDW etc.)
240

Corporate Finance Resume Examples & Samples

  • Manage operations team staff, supervision, development and evaluations assessments
  • 5 – 7 years’ experience in financial services operations or operations management capacity
  • Bachelor’s degree (Accounting, Finance, or Business degree preferable)
  • Management experience desired
241

Corporate Finance Resume Examples & Samples

  • Developing and executing a sustainable operating model around data sourcing, controls, and schedule production
  • 15 years of professional experience
  • 5 years of experience in external reporting for banking
  • 10 years of management experience
  • 5 years of experience with wholesale credit risk in Finance or Risk
  • Accounting degree required, CPA a plus
  • Superior organization and documentation skills
  • Advanced user of Microsoft Excel, Power Point and Access
  • Experience preparing presentations for senior leaders
  • Experience presenting to senior leaders
  • Excellent interpersonal skills necessary to work effectively with a variety of individuals
242

Corporate Finance Resume Examples & Samples

  • At least 5 years professional experience with 2 years of exposure to MIS within financial analysis/reporting area
  • Ability to oversee day-to-day operational support
  • Ability to synthesize information for senior management
243

Corporate Finance Resume Examples & Samples

  • Lead/manage a team of 2 resources focused on developing and implementing an operating model for (Finance) Regulatory Reporting, leveraging FRI
  • Support the development and documentation of a detailed end to end operating model by partnering with relevant stakeholders; this includes
  • 10+ years of financial services experience, preferably with project management experience; internal JPMorgan experience preferred
244

Corporate Finance Resume Examples & Samples

  • Develop and evolve Operations control framework relating to the Finance and Risk Roadmap
  • Work with Finance & Risk CFO Program Management control teams to ensure controls developed are consistent with Firmwide requirements on CCAP, SOX, BCBS, and ICU requirements and efficient
  • Conduct control reviews, design assessments and RCSA’s exercise for the FRW Operations/BAU function
  • Support ad hoc reporting related to Fin Risk Operations and Control agenda’s
  • Bachelor’s Degree required (Finance, or Business degree preferable) or equivalent experience
  • 5-7 years experience in financial services operations or business management capacity with focus on Controls
  • Strong desktop skills, specifically Excel, Word, PowerPoint
245

Corporate Finance Resume Examples & Samples

  • Support the daily/monthly Liquidity Risk and Wholesale Credit reporting process for Derivatives, Traditional Credit Products, and Cash Securities
  • Track the investigation/resolution of reconciliation variances between the general ledger and upstream risk systems
  • Preparing and publishing metrics and reports on progress of reconciliation variance issues
  • Document internal controls and procedures to ensure that all reconciliation issues are being investigated and resolved prior to ME close cycle
  • Support the daily and monthly credit/liquidity close process
  • Ensure the accuracy and completeness of data for all line of business systems feeding liquidity and credit databases; including both GL and risk system feeds
  • Ensure balances being represented in the liquidity and credit repositories are in line with bank’s Balance Sheet
  • Understand key business drivers, infrastructure, and products, to help identify potential business risks and assist with the creation of process efficiencies
  • Liaison with middle office, front office areas, and technology groups to investigate reconciliation issues impacting downstream reporting
  • Masters Degree required (Engineering, Finance, or Business degree preferable)
  • 8-10 years’ experience in financial services operations capacity
246

Corporate Finance Resume Examples & Samples

  • Analysis and modelling of financial performance (past and future) of an acquisition target
  • Overall responsibility for delivery of minor projects (direct with Partner / Director) or responsibility for standalone divisions / sections of FDD on larger projects
  • Direct communication with the clients on key issues relating to your sections
  • Supervision and mentoring of Consultants and Analysts, taking full responsibility for review of their analysis / sections and being accountable for their output
  • Identification of key value drivers, SPA price adjustments, and deal breakers
  • Business development including preparation of pitch documents and asset origination
  • Effective communication with senior members of the team and clients
  • Proactive development of internal and external relationships
  • 2:1 degree (or equivalent) in a numeric subject
  • ACA, ACCA or equivalent qualified (1st time passes)
  • Ability to work in a meritocratic structure which recognizes and rewards individual contribution
  • Excellent report writing and analytical skills
  • Good knowledge of Excel and manipulation/analysis of diverse data sets
  • Self-starter and inquisitive
  • Strong communication skills both written and spoken
  • Ability to manage time and prioritise tasks effectively
  • Additional foreign language desirable (ideally Northern European)
  • Previous experience working within a ‘big four’ preferred
  • Preferred prior relevant transaction services or restructuring experience either with corporates, private equity or creditors/banks
  • Preference for the following industries: TMT, healthcare, business services, industrials, retail (however other industries will be considered)
  • Knowledge of financial statements
247

Corporate Finance Resume Examples & Samples

  • Overall responsibility for delivery of standalone sections of due diligence (e.g. working capital, net debt, historical performance etc.) reporting directly to Senior Consultants or Directors / MDs
  • Build up, manipulation, and analysis of diverse data sets to be incorporated into your databook, for which you will have the overall responsibility and accountability
  • Drafting of report sections relevant to your areas of analysis
  • Business development including preparation of pipeline and pitch documents
  • Preferred prior relevant transaction services or restructuring experience either with corporates, private equity or creditors/banks (however exceptional audit candidates without prior transaction experience will also be considered)
248

Corporate Finance Resume Examples & Samples

  • Company financial analysis (knowledge of and experience in P&L, Balance Sheet and Cash Flow assessments preferred)
  • Operational analysis (e.g. OEE assessment, FTE benchmark)
  • Identification of upside- / downside potentials
  • Private equity due diligence reports
  • Improvement concept development and implementation support
  • Participation in client/internal meetings (regular and extensive travel requirement)
  • Project or sub-team lead
  • Educated to university degree level, with a minimum 2.1 (preferably in a numerical degree or having a numerical element)
  • Demonstrable and relevant industry expertise in companies with complex operations or environments
  • Demonstrable work experience in consulting and/or project management
  • Work experience and the ability to demonstrate deliverable results in selected fields from the following focus areas
  • Strong communication skills and the ability to interact with team members and clients at all levels
  • Fluent English speaker and writer
  • Continental languages a bonus
249

Corporate Finance Resume Examples & Samples

  • 1) Operating Cadence: Using the firm-wide forecasting and annual budgeting calendar, this team sets the operating process cadence for the overall Corporate Sector. This includes sequencing various analytical and operating activities, synchronizing them with the firm-wide SAPCO and ESSBASE system routines, and establishing a communication rhythm with the multiple stakeholders involved in the expense allocation process. This is a foundation element of the role as it sets up the executive communication cadence that falls into place with the LOB finance teams and CFO partner teams in Corporate Sector,
  • 2) Financial Analytics: An essential component of this role is understanding, and subsequently articulating, the underlying drivers for changes in Corporate Sector expense allocation to LOB Finance leadership teams and the Corporate function leadership teams. This analysis bridges the trajectory of the cost forecast for each individual function with the specific component that the LOB P&Ls will need to bear. This analysis is multi-faceted, requires input and perspective from function specific stakeholders and forms the basis of the iterative allocation roundtable meetings that Corporate Sector P&A hosts with the LOB finance leadership teams
  • 3) Simplification initiatives & technology enhancements: In addition to providing operational and analytical support, this team will need to spearhead both process and technology simplification initiatives within the allocations space. Currently, the process and technology footprint has multiple systems (GOLIATH, SAPCO, amongst others), numerous allocation rules by function (at a very granular level cost center level) and multiple manual interventions. This provides an excellent opportunity to re-look at the existing processes and simplify the operations. In addition, and perhaps most importantly, the Head of Corporate Sector Allocations will act as a strategic partner and advisor to the Corporate Sector CFO and Corporate Sector P&A Head, and will be responsible for ad-hoc financial analyses that are relevant to the Corporate Sector functions. This position requires strong leadership and communication skills and requires partnering with all the Corporate Sector CFOs, the Corporate P&A head and LOB P&A heads and key expense management contacts. The collaboration and close partnership with each of the stakeholders is key to success and ensures a unified and consistent approach to processes, output and decisions
  • Bachelor's degree required; MBA/CPA preferred
  • 8+ years of finance and overall business management experience in a complex financial organization
  • Knowledge of financial systems a plus including Essbase
  • Proven ability to act independently with excellent decision-making skills
  • Demonstrated experience with strategic planning, issue resolution and negotiation
  • Strong leadership skills with experience working in a demanding global environment
  • Strong influencing and partnering skills with a proven ability to execute on large-scale initiatives
  • Ability to build and motivate high performance teams with a global focus
  • Ability to be strategic and forward-thinking in approach to organizational structure and process improvements
250

Corporate Finance Resume Examples & Samples

  • 7 years’ working experience with 4 years in Due Diligence environment
  • 7 years’ experience in similar environment
  • Expertise in field with excellent industry and business knowledge
  • Sales and negotiation skills
  • Ability to manage and execute projects
  • Demonstrated execution of complex projects to profitable outcomes
  • Skilled in drafting and presenting client proposals
  • Excellent report writing skills
  • Effective interpersonal and relationship building skills
  • Sound mentorship and coaching ability with desire to develop self and others
  • Strong client delivery focus
  • Highly adaptable, managing change and ambiguity with ease
  • Focus on quality and risk
  • Sound problem solving ability
  • Demonstrates commitment to transformation agenda of the firm
  • Resources engagement teams with suitable talent, balancing correct levels and numbers and providing input into recruiting as necessary
  • Manages margins effectively through accurate budgeting, pricing and profitability management on engagements
  • Oversees WIP on projects / engagements and ensures billings are timeously done and collections followed up
  • Attain consistent personal productivity of over 60%
  • Ability to manage 2 or 3 engagements at a time. Ensure the deliverable is at the expected quality prior to partner review and that all work is submitted within required deadlines
  • Focus on key findings to ensure deal issues and follow up matters have been identified, and appropriate recommendations are made
  • Ensure all risk management and quality control procedures have been completed by the managers
  • WIP management. Active management of WIP and cash collection. Achieve targets of cash collection within 6-8 weeks
  • Manage budgets and recoveries on engagements to obtain target recoveries of 85%
  • Winning Business. Active involvement in successful proposals totalling R5 million, with personal sales of over R1 million
  • Involvement in marketing initiatives and active follow up on targets