Financial Executive Resume Samples

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G Jaskolski

Gerson

Jaskolski

843 Goyette Avenue

Houston

+1 (555) 808 3560

843 Goyette Avenue

Houston

Phone

p +1 (555) 808 3560

Experience Experience

New York, NY

Financial Executive

New York, NY

Hirthe and Sons

New York, NY

Financial Executive

Integrate within the organization to remediate and/or engage with on-going system and data projects
Work with the first line of defense Data Governance and Process Management teams, working to develop, enhance and measure governance compliance and process controls in support of on-going operations and reporting out to internal and external audits
Coordinate governance reviews of data provisioning, remediation and improvement projects
Assist in coordinating, with the Chief Financial Information Officer and Audit Services, the review of controls and data quality by all departments
Coordinate preparation and reconciliation to other data marts reporting external information to Federal regulators or shareholders
Perform research on technical data issues
Assist in communication with external auditors along with Audit Services staff and the Chief Financial Information Officer

Chicago, IL

Financial Alignment Executive

Chicago, IL

Medhurst-Reichert

Chicago, IL

Financial Alignment Executive

Understand how client manages their Revenue Cycle Organization (key metrics, workflows, etc.)
Works with clients toward process and operational improvements
Provides executive oversight to revenue cycle engagement
Manages the overall Cerner relationship across the revenue cycle Cerner and Client team
Demonstrates a strong working knowledge of Cerner solutions and services – including roadmaps and plans for innovations
Contributes ideas to the design and development of Cerner solutions and services
Help define client key strategies and current plans to execute within their Revenue Cycle Organization

present

Los Angeles, CA

Account Executive, Financial Services

Los Angeles, CA

O'Connell and Sons

present

Los Angeles, CA

Account Executive, Financial Services

present

Manage projects working with staff and vendors, including tracking financial details
Identify and work with media; demonstrate network of traditional and online media contacts
Communicate detailed and specific account information to Sales management
Provide client service support: attend meetings, meet deadlines, troubleshoot problems, draft recaps
Establishing and maintaining good relationships between Equinix and its customers at all times
Provide excellent customer service and build strong account relationships
Management & maintenance individual new business and outstanding quote pipeline

Education Education

Bachelor’s Degree in Business

Harvard University

Bachelor’s Degree in Business

Skills Skills

Strong quality orientation and organizational skills with the ability to manage multiple projects/tasks or programs simultaneously
Strong personal and professional ethics, impeccable integrity
Experience with financial systems including: GL, AP, AR, FA, Human systems, Profitability, Risk, Asset Liability Management and Liquidity and Risk Management
Excellent problem solving ability
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Proficient computer skills, including quality software applications (e.g. SPC XL, Visio, MINITAB)
Excellent interpersonal skills demonstrating the ability to effectively interact with all levels of management
Demonstrated proficiency in basic computer applications - Microsoft Office software products
Excellent negotiating, conflict management and consulting skills
Excellent communication and presentation skills

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Financial Executive Resume Examples & Samples

Manage the team and set-up and manage the processes to analyze, acquire and provision the data necessary for multiple regulatory reporting templates, schedules and packages and data to support multiple accounting and risk methodologies and calculations. Matrix management of teams analyzing, acquiring and provisioning data from multiple source systems including adherence to governance and controls to support the attestation processes for data consistency and completeness. Support the proper mapping from source to internal and external reporting and methodology requirements
Supervise Data Sourcing and Analysis Managers in establishing repeatable and sustainable processes to acquire and provision data necessary to support the Finance and Risk Organization's process and reporting needs
Manage teams in establishing appropriate data acquisition/provisioning processes in support of defined Governance, Balance and Control Methodologies
Integrate within the organization to remediate and/or engage with on-going system and data projects
Lead activities necessary to support the day-to-day operation of the Strategic Initiatives group in providing data for the Finance and Risk Organization's process and reporting needs
Work with Bank Analyzer and Business Warehouse - Business Intelligence Reporting leads to understand functional and business requirements in order to acquire the necessary data and transformations needed for processing/reporting
Work with the first line of defense Data Governance and Process Management teams, working to develop, enhance and measure governance compliance and process controls in support of on-going operations and reporting out to internal and external audits
Plan and coordinate enablement of full end-to-end testing processes for new data provisioning
Coordinate governance reviews of data provisioning, remediation and improvement projects
Assist in coordinating, with the Chief Financial Information Officer and Audit Services, the review of controls and data quality by all departments
Coordinate preparation and reconciliation to other data marts reporting external information to Federal regulators or shareholders
Assist in the preparation of periodic internal management and board of directors reports as needed
Perform research on technical data issues
Assist in communication with external auditors along with Audit Services staff and the Chief Financial Information Officer
Bachelor's degree in Business, Economics, Accounting, Computer Science or equivalent education and related training
Training in data management programs and computer programming languages with an emphasis on SAP, SAS, ABAP, BOBJ, PAL and SQL Server
Fifteen years experience in the area of data operations, management and governance
Expert knowledge in data management principals and data quality measurement techniques leveraging computer systems such as: SAS, SQL, Excel, Access, UNIX, and Forecasting Models (such as Quantitative Risk Management)
Expert knowledge of data modeling and mining technologies and processes
Previous experience leading data implementation, quality or process improvement initiatives in a financial services environment; focus on accounting, profitability, capital management, risk and financial reporting preferred
Certified Six Sigma Green Belt or equivalent quality/process improvement-related designation
Excellent interpersonal skills demonstrating the ability to effectively interact with all levels of management
Excellent negotiating, conflict management and consulting skills
Proven experience in public speaking and group facilitation
Strong quality orientation and organizational skills with the ability to manage multiple projects/tasks or programs simultaneously
Proficient computer skills, including quality software applications (e.g. SPC XL, Visio, MINITAB)
Experience in data integration and implementation
Experience in data modeling and developing traditional data warehousing and data marts supporting finance and risk data and reporting
Experience with financial systems including: GL, AP, AR, FA, Human systems, Profitability, Risk, Asset Liability Management and Liquidity and Risk Management

Financial Executive Resume Examples & Samples

Lead the accounting function for the Insurance subsidiaries, to include complex and high-risk areas such as IBNR reserves, reinsurance accounting and transfer of risk, direct bill reconciliation and aging, revenue recognition including premium and contingent commissions, variable pay plan compliance and business combination accounting including contingent consideration. Ensure accurate financial reporting and GAAP compliance. Consult with Insurance CFO to analyze, evaluate and provide accounting guidance in response to inquiries from auditors and regulators regarding specific transactions or issues. Develop and maintain relevant accounting policies and standards. Ensure compliance with regulatory accounting and reporting requirements, including Regulation W
Support Enterprise Risk Management and the Risk Management Organization through timely and effective identification, measurement, communication and mitigation of financial reporting and GAAP risk. Actively serve as a key participant in the first line of defense to identify emerging and inherent risks in the organization. Develop appropriate internal controls to mitigate those risks. Participate in LOB Risk Governance Committee to assist management in identifying and mitigating risk
Collaborate with Insurance CFO to proactively provide counsel to LOB on accounting issues to ensure proper accounting treatment for transactions. Implement illustrations and examples to assist LOB in understanding the accounting requirements related to new GAAP. Maintain strong working knowledge of applicable accounting pronouncements by the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), the SEC and applicable regulatory guidance from both bank regulators and Department of Insurance examiners
Collaborate with Insurance Operations division to ensure production inputs comply with policy
Design and implement adequate processes and controls to comply with relevant GAAP, prevent or detect financial reporting fraud and avoid deficiencies in internal control over financial reporting. Monitor the effectiveness of these controls. Ensure the Insurance subsidiaries are prepared for internal and external audits, carrier audits and regulatory examinations
Develop strong internal control structures and performance monitoring for off-shore Business Process Outsourcing teams
Ensure the integrity of the subsidiary general ledgers. Oversee the internal control structure of inputs to and outputs from the subsidiary general ledgers. Ensure that Insurance LOBs comply with BB&T accounting policies and standards. Oversee and coordinate month-end close. Ensure timely and accurate posting of journal entries, preparation of closing packages and management reports. Coordinate and review variance explanations and monthly results narrative for monthly close packages. Ensure timely account reconciliations in accordance with BB&T standards. Ensure intercompany transactions are properly identified and eliminated. Ensure compliance with Variable Pay compensation committee standards
Participate in Insurance LOB meetings to establish strategies, policies and processes consistent with corporate goals and develop standards of performance for use in evaluating LOB results. Participate in Insurance subsidiary board meetings and provide financial updates and reports. Provide proactive counsel to improve effectiveness and efficiency as well as accounting implications on new strategies, products and major contracts. Consult and coordinate with Insurance Senior Managers, Accounting Policy, Internal Reporting, Corporate Tax, Corporate Compliance, Investor Relations and Funds Management, among others, to facilitate the resolution of financial issues and projects
Provide leadership to facilitate the preparation of the annual profit plan and monthly forecast for BB&T Insurance subsidiaries. Prepare analyses for BB&T Insurance CEO and coordinate with all LOBs to implement plan changes
Promote process improvements related to BB&T Insurance integration strategies during the conversion and integration process for newly acquired agencies. Ensure compliance with BB&T accounting policies and standards in the pre-conversion period
Bachelor’s degree in Accounting, Business or related field
Twelve years of accounting experience in a similar field, eight years of leadership experience
Excellent problem solving ability, verbal and written communication skills, with ability to define problems and persuasively present conclusions; excellent interpersonal skills to deal effectively with associates at all levels of the organization and external entities
Demonstrated ability to work under difficult time constraints, manage multiple priorities and work independently with limited supervision as a member of a team
Demonstrated proficiency in basic computer applications - Microsoft Office software products
Ability to travel occasionally overnight
Master’s degree in Business, Accounting
In-depth knowledge of Insurance GAAP and SAP

Marketing Executive Financial Services Resume Examples & Samples

4 years plus experience in marketing
Have a outgoing and personable personality
KPI and target driven
Marketing or business qualification
Be able to be in a stand alone role
Have experience in dealing with all areas of a marketing department

Account Executive, Financial Resume Examples & Samples

Keep abreast of competitive trends within assigned industries
Communicate detailed and specific account information to Sales management
Act as a team player and contribute to the team’s success
Digital Expertise is preferred
Be cooperative with team members

Financial Solutions Account Executive Resume Examples & Samples

Account executive for a leading post-trade technical solution product for derivative trades
Responsible for three main tasks: new sales, account management for existing clients and client services and support
Build strong relationships with clients, ensuring that they understand the product and utilize it effectively
Encourage use of the product, providing face-to-face, phone and email support to the clients
Escalate any major issues to senior manager, and work closely with R&D to ensure that the product meets expectations and stays ahead of its competitors
Work closely with the regional and global teams to ensure the continued development of the product and markets
Understanding of either front, mid or back office in a trading house
Knowledge of financial products, in particular OTC
Strong sales skills
Well connected within the market

UK Financial Services Wealth & Asset Management Marketing Executive Resume Examples & Samples

Coordinate the execution of the Wealth & Asset Management C-suite forum programme, organising private dining forums for key wealth & asset managers in top London locations
Work as part of a team to coordinate the annual event of the UK Wealth & Asset Management Hedge Fund Symposium for up to 120 key asset managers
Assist in coordinating the overall plan for the financial year ensuring timely events are effectively targeting the asset management industry
Coordinate one off client entertaining
Working closely with senior stakeholders to ensure the overall maintenance of Interaction target lists for events (Interaction is the internal databases for recording client relationships and marketing activity)
Organise regular meetings and work with the PR team to coordinate and champion UK Wealth & Asset Management PR and social media activity
Monitor and report on client development budgets against plan on a regular basis to support management reporting for both sector and service line marketing activities
To support senior stakeholders with the development and implementation of a series of events and to manage delivery of those events from planning to execution. This will involve organisation of between 4-6 events at any one time
To prepare e-alerts using an e-campaign tool (GEMA), including proofreading, creative writing for internal and external communications as well as some related digital work
Support the team with ad-hoc activity (events and e-campaigns) when required
Identify, disseminate and communicate appropriate knowledge to all stakeholders
Introduce and drive new initiatives, ensuring compliance and greater efficiency
Be proactive in raising the profile of the Marketing Executive role, ensuring maximum utilisation and personal development
Prepare and distribute material for meetings, facilitate discussion, distribute minutes and follow up on action(s)
CIM qualified or a Bachelors degree, preferably in marketing or communications
A minimum of 2-3 years marketing experience. Prior experience in financial services, a professional services organisation is a plus
Excellent interpersonal, communication and oral skills
Excellent project management skills and experience of working with CRM systems
Event management experience
Confident, creative thinking
Confidence to network with clients, host events and network/influence senior partners
Proficient in Word, Excel, PowerPoint and database management

Account Executive, Financial Services Resume Examples & Samples

Prospecting for new business
Organising & conducting site visits
Conducting sales presentations to customer and prospects
Generation of formal quotations
Management & maintenance individual new business and outstanding quote pipeline
Provision of timely sales reports and prospect reports
Any other duties that may be required from time to time in addition to the above
Other European Language
Hunter and farmer

Account Executive Financial Services Mid Market Resume Examples & Samples

Following up on leads from the Inside Sales team
Achieve quota
New Business sales experience

Financial Services Account Executive Resume Examples & Samples

Sell and close IT leases
Meet customers, discover customer needs
Prepare proposals that will become part of Dell’s solution or stand on their own as leasing proposals
Meet regularly with Dell’s Eastern Region sales reps to review their customer portfolios, and identify
Opportunities to introduce leasing
Manage a portfolio of existing leasing customers
Onsite customer meetings are an intrinsic part of the role, and travel is a requirement. Expect 8-10 trips per month, mostly driving or commuter train, but with 1 or 2 that require a flight and overnight stay
The successful candidate will work remotely out of their home office
Candidates must live in the US Northeast, or be willing to relocate within the first 60 days
This is a great job for a real salesperson who likes to go out on calls and close deals

Senior Account Executive, Financial Services Resume Examples & Samples

5 - 7 years digital ad sales experience as an individual contributor
Demonstrated ability to consistently close sales and generate revenues
Proven track record of high level negotiation and successful internal and external relationship management
Ability to interact with a broad set of businesses and presenting both over the phone and in person
Excellent written and verbal communication skills, strong attention to detail, and good follow-through
Track record of high level negotiation and successful internal and external relationship management
3 to 5 years selling media solutions into the Financial Services vertical
Ability to navigate data and leverage analytics to make decisions

Emeia Financial Services Marketing Executive Resume Examples & Samples

Production and review of thought leadership once senior manager and manager have signed off on final content
Managing deployment of global campaigns across EMEIA and the UK, as well as EMEIA and UK generated campaigns as defined by Manager and Senior Manager
Managing the logistics of insurance events – from invitation list development to helping out at the event and supporting senior manager and manager in the development of EMEIA and UK events
Assisting with sector and solution activity planning
Working closely with the senior manager on research projects as necessary – newsletters, forums, conferences – and as requested by EMEIA leadership
Taking ownership of the EMEIA insurance intranet and internet and uploading content as required to the external UK and EMEIA websites
Taking on general tasks for the team to support campaign deployment (updating internal marketing activity database, preparing some meeting materials, updating client relationship management lists (InterAction)
Build strong relationships with senior stakeholders and Partner sponsors for each of the programmes that you are involved in
Build strong relationships with key marketing contacts in areas of focus, as well as a strong network of business contacts, including relevant service line and sector contacts
Ensure that CRM tools (e.g. InterAction, Client Connection) are updated, maximised and championed
Management, production and execution of events within the areas of focus
Creative input into the design process, liaising with internal and external design team/suppliers to ensure the production of high quality, differentiated and brand compliant campaign collateral
Proven experience of working at a marketing assistant/executive level
Demonstrable experience of supporting and delivering campaigns/programmes and events
Experience of working within a professional services partnership, or financial services business
Excellent interpersonal and communication and oral skills - in particular, strong written communications and high degree of accuracy and attention to detail
Good project management skills and experience of working with CRM systems
Energetic, personable, team player with a willingness to ‘muck in’ where necessary
Creative flair and confidence
Ability to remain calm under pressure and juggle numerous commitments at any one time
Exposure to executive level staff and the ability to develop trusted business relationships with senior internal stakeholders and external clients and suppliers

Emeia Financial Services Marketing Executive Resume Examples & Samples

To prepare e- alerts using an e-campaign tool (GEMA), including proofreading, creative writing for internal and external communications as well as some related digital work
To support the senior manager(s) in developing communication and marketing strategies for thought leadership deployment and event programme creation across EMEIA regions
To support senior stakeholders with the development and implementation of events from planning to execution, including all logistics and management
Track marketing activity against plan and spend against budget on a regular basis to support management reporting for both sector and service line marketing activities
Liaising and managing the expectations of key stakeholders
Contribute to the development and implementation of a relationship strategy designed to support the growth of priority account relationships
Proven marketing experience
Good peer networking capability
Proficient in Word, Excel, Powerpoint and database management

Financial Services Account Executive Resume Examples & Samples

Ensure coordinated management of the established book of business account
Create and develop strategies to grow revenue and achieve assigned quota goals
Ensure effective governance and management of the account relationship
Act as a champion to ensure success of the relationship
Balance day to day operations with a strategic focus on long term opportunities and risks
Ensure innovation and new business opportunities
Stay up to date on solutions, applications, offerings and ROI being seen in market
Create and maintain intimate knowledge of Equifax products, financials, sales and service performance
Work closely with the broader sales team to support account level strategy and tactics
Drive sales activity combining data, analytics, lead generation and customer segmentation/marketing services
Maintain understanding of customer business and decision-making process and needs
Develop and execute account strategies that encompasses the client’s services and core opportunities for growth

Senior Account Executive Financial Services Resume Examples & Samples

Understand your customer's business needs and offer the right Microsoft and Microsoft partner solutions to meet those needs
Demonstrate the business value of Microsoft solutions to all lines of business within your customer(s); and, therefore
Ensure that your customers are using and/or consuming the Microsoft services and products they have purchased
Orchestrate the virtual team that supports you in selling and supporting your customer(s). This includes specialist sellers, industry experts, services support and partners
Meet your revenue and priority targets by maintaining a strong pipeline and an accurate forecast

Data Analytics Executive Valuation & Business Modelling Financial Services Resume Examples & Samples

Actively involved throughout the life-cycle of an assignment – requirements definition, specification, data collection, solution design, development, documentation, implementation and user training
Designing and building complex database models to perform analysis on large diverse datasets
Working directly with clients as well as other EY specialist teams
Manages clients’ expectations in relation to deliverables
Identifies risk on the assignment, involving Director / Partner appropriately in its resolution
Qualification in Computer Science, Operational Research, Statistics, Mathematics, Engineering or highly numerate science
Visually creative, with a good understanding of UX aesthetics
Strong experience in SQL Server and MS Excel is required, plus at least one other SQL dialect (e.g. MS Access, Oracle PLSQL, MySQL)
Experience in applying analytical techniques, to calculate problems such as predictive forecasting, prescriptive action, capacity planning
Programming experience in VB, VBA, SQL stored procedures
Ability to work with clients and model users to identify their particular use case requirements, to design appropriate solutions to load data, perform complex calculations, derive corollaries and deliver interfaces tools to provide repeatable visual output

Account Executive, Financial Services Resume Examples & Samples

A minimum of 10 years of successfully selling Enterprise solutions, ideally involving database, search or analytics software
A thorough understanding of selling into the Financial Services Marketplace
A strategic outlook and structured approach to Territory and Opportunity planning
A demonstrable track record of working with third parties to exceed sales targets
An excellent communicator, highly motivated and with a passion for winningSend Jobvite

Application Services Account Executive Financial Services Resume Examples & Samples

Articulate Accenture's value proposition to the client (educating the client about the efficiencies our tools and accelerators)
'Package' unstructured pieces of work into an outlined scope
Discuss contractual and commercial constructs of relevant deals
Rapidly respond to tactical resource requirements along with an ability to address small to mid-sized projects with technical proposals
Drive incremental sales under the sponsorship of the Client Account Lead (CAL) and the Operating Group (OG) Application Services Lead, with a focus on growing the Application Services business
Be 50% chargeable to projects and 50% on business development in Year 1 and aim to be fully funded by project from year 2
Generate additional revenue as agreed with the CAL and the OG Application Services Lead
Develop and manage client relationships at the mid-management levels (below the CXO) to identify business requirements and define service requirements for new services
Leverage Global Delivery Network (GDN) capabilities to influence resourcing strategies
Work closely with the CAL, and the GDN to commit to the scope of work, schedule and cost
Manage the operational and financial performance of the incremental sales on account
Participate in account planning and forecasting activities
A technology delivery background and experience in the Financial Services industry
Extensive experience in this area including experience in a top tier IPP or equivalent global delivery service providers
Client relationship management
Selling and delivery methods and tools
Solution pursuit management
Value proposition development
Client commercial relationship management
Financial and cost management
Extensive work experience in a global delivery centre and at client sites

Account Executive, Financial Services Resume Examples & Samples

Sell advertising by utilizing consultative sales methods on assigned categories and specific accounts
Provide excellent customer service and build strong account relationships
Detailed knowledge of New York Times editions, products and sales strategies
Conceptualize, prepare and deliver sales presentations
Invest in a long-term commitment to team and category of business
Travel as business requires
Support other teams and company goals
Work under deadline constraints

Financial Executive Resume Examples & Samples

Lead the accounting function for the Insurance subsidiaries, to include complex and high-risk areas such as Incurred but Not Reported (IBNR) loss reserves, reinsurance accounting and transfer of risk, direct bill reconciliation, revenue recognition, including premium and contingent commissions, variable pay plan compliance and business combination accounting, including contingent consideration agreements
Support Enterprise Risk Management and the Risk Management Organization through timely and effective identification, measurement, communication and mitigation of financial reporting and GAAP risk
Design, implement and maintain strong internal controls

Data Analytics Executive Valuation & Business Modelling Financial Services Resume Examples & Samples

Strong experience in SQL Server, Java and MS Excel is essential
Highly numerate with a strong technical knowledge and experience of applying analytical and modelling techniques to provide insights to business issues - CV must evidence experience of analysing complex data sets (essential)
Experience of Excel Modelling - evidenced on CV (essential)
Relevant candidates will have worked in a Big 4 firm and also a Management Consultancy firm (internships/contracts etc acceptable) in recent years (essential)

Account Executive, Financial Services Resume Examples & Samples

Provide client service support: attend meetings, meet deadlines, troubleshoot problems, draft recaps
Write, edit and proofread materials ensuring quality and consistency with appropriate writing styles
Manage projects working with staff and vendors, including tracking financial details
Demonstrate understanding of and implement public engagement and social media tools
Identify and work with media; demonstrate network of traditional and online media contacts
Supervise staff junior to you on projects
Participate in new business process including research, proposal and pitch preparation

Client Executive, Financial Services Resume Examples & Samples

Meeting agreed sales revenue targets
Managing key accounts
Responding to incoming and cross-sector prospect & customer enquiries
Interfacing with other Equinix departments in order to secure new business
Management & maintenance of existing business and new business within the defined account base and outstanding quote pipeline
Establishing and maintaining good relationships between Equinix and its customers at all times
Attending external exhibitions
Maintenance of accurate customer/prospect records on Equinix database
Understanding of Business Procedures ie Finance, Marketing, Forecasting, Business Plans and Contracts
In depth knowledge of the FS sector
Hunter and farmer within defined account base

Executive Assistant Financial Services Industry Resume Examples & Samples

Performing a wide variety of administrative and support duties on behalf of the Sr. Vice President
Attend various meetings at VP�s request
Prepare timesheets and vacation requests for project teams
Prepare and submit electronic expense reports for project team
Reconcile petty cash fund and credit cards
Managing office supplies, Answering the phones, Purchasing, and some Bookkeeping

Senior Account Executive Financial Services Major Accounts Russia Resume Examples & Samples

Proven consultative sales experience in IT or Information sales at CxO level in large Financial Services accounts in Russia
Passion for value-based consultative sales approach
Track record of quota over-achievement
Proficient in account planning and understanding of territory management
Proven ability to understand enterprise wide issues and to structure innovative, integrated solutions that provide support to executives in global organizations in achieving their business goals
Established C-level contacts and understanding of the issues they face
High curiosity and ability to learn quickly; feedback-seeking
Ability to understand value based sales and strong conceptual thinking
Highly motivated; achievement-driven
High integrity, ethics and strong collaborator
Competitive; can-do attitude, views challenges as opportunities for improvement and finding solutions
Strong sense of urgency/purpose
Wants to be part of high-growth organization to grow and change with it
Business Fluent in Russian and English

Account Executive ESB Financial Services Resume Examples & Samples

At least 3+ years sales experience or strong Financial Services background
Strong direct sales experience (not Channel or Partner based)
Consistent overachievement of quota and revenue goals
Successful history of net new business sales a must

Financial Alignment Executive Resume Examples & Samples

Manages the overall Cerner relationship across the revenue cycle Cerner and Client team
Provides executive oversight to revenue cycle engagement
Delivers clarity and organization for all Revenue Cycle projects across client site
Develops strong trusted relationships with key revenue cycle advocates (CFO and VP Finance level) and related stakeholders ensuring business needs are understood and Cerner's information technology strategies are strategically enhancing
Attends Revenue Cycle steering committees
Contributes ideas to the design and development of Cerner solutions and services
Attends Revenue Cycle steering Committee meetings for assigned clients
Analyzes data to create and drive action plans
Prepares and provides scripted and unscripted presentations to small and large audiences
Working knowledge of Population Health and its effect on health care in relation to Revenue Cycle impact
Working knowledge of Connectivity/Interoperability options/solutions
Understands regulatory timelines and has ability to walk a client through a high-level plan
Understands acquisition, clinical integration, and other key strategies
Supports the revenue cycle consulting team to insure baselines are established within a project, periodic reviews of a project’s impact take place and measurable benefits are communicated to the client and within Cerner as evidence of contribution to “best practices”
Serves as the escalation point for Revenue Cycle issues requiring executive attention
Demonstrates knowledge of the team’s core processes and functions
Represents Cerner across Healthcare Finance/Industry
Demonstrates a strong working knowledge of Cerner solutions and services – including roadmaps and plans for innovations
Understand key revenue cycle departments and structure within a client’s organization
Understand how client manages their Revenue Cycle Organization (key metrics, workflows, etc.)
Ensure legacy system transition plans are in place
Help define client key strategies and current plans to execute within their Revenue Cycle Organization
Influence design decisions for existing implementations
Works with clients toward process and operational improvements
Proficient with Microsoft Office Suite and Windows
Strong business and relationship building skills
Strong collaboration, team building, and personnel development skills
Demonstrated results in managing a team preferred
Demonstrated ability to develop business opportunities
Executive-level, strategic consulting experience (ability to own senior-exec-level, major client relationships)
Understanding of Industry best-practices and financial measures
Knowledge of Revenue Cycle solutions and ability to demonstrate key capabilities
Ability to research and examine data from multiple sources and determine a recommended strategy and resolution to implement
Capability to work in a matrix organization and move initiatives forward
Ability to work independently as well as a member of a team
Excellent written and verbal communication skills at the C-Suite level
Experience with Microsoft Solutions, especially analytical tools (i.e. spreadsheets, database tools, etc.) and PowerPoint for large group presentations
Demonstrated understanding of the need for integration of the clinical process into revenue integrity/leakage strategies
Proven experience in leading revenue improvement projects, across department boundaries
Must be able to work overtime and irregular hours when needed
Bachelor’s degree or equivalent qualifying experience
7+ years of experience in Healthcare Revenue Cycle/Financial Management
3+ years’ experience as a leader in Revenue Cycle OR internal Cerner experience as a Revenue Cycle Architect
Prior consulting, project management, and/or installed client relationship experience
Healthcare, and healthcare IT industry knowledge
Ability to travel extensively (80%)
Must live in the Kansas City Metro area OR within 60 miles of an approved major airport
Experience in Revenue Cycle health care information technology (HCIT) preferred
Certification in related field (ex: CRCR – Certified Revenue Cycle Representative)
Experience in clinics or practice management setting
Cerner Revenue Cycle Solution experience

BMW Financial Services Marketing Executive Resume Examples & Samples

Provide expert guidance for all marketing projects, events, campaigns and initiatives
Maintain all marketing materials ensuring that they are compliant with brand, legal and corporate identity standards and that there are adequate supplies
Maintain content and information on national and retailer websites ensuring that it is compliant with brand, legal and corporate identity standards
Coordinate and conduct market research activities on retailers and customers, providing high quality insight and data to inform decision making
Provide administrative support for marketing budget, through efficient generation of purchase orders and checking accuracy of supplier invoices
Maintain stakeholder relationships by attending status meetings and reporting back on projects to the relevant marketing manager
Management and development of retailer assets and communications and help to increase retailer awareness of FS marketing
Marketing campaign management
Previous marketing experience gained from within agency or inhouse
Understanding of BMW Group brands and Automotive Marketing
Marketing practices and techniques
Advertising codes of practice in UK and Ireland
Application of corporate identity standards
Strong marketing, project management and organisational skills

Financial Executive Resume Examples & Samples

Research appropriate accounting treatment and provide expert advice, on an as-needed basis, for complex transactions or financial matters for BB&T (the Corporation) to ensure compliance with GAAP. Such complex issues include, but are not limited to, the accounting for problem loans, troubled asset restructuring, and transfers of non-performing financial assets
Monitor complex accounting and reporting issues of new accounting standards promulgated by the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC) and other agencies. Research and analyze proposed accounting guidance to assess the impact to the Corporation and determine the appropriate plan of implementation. Communicate with the BU SFEs and FEs the impact these standards will have on their operations, including reviewing/authoring any related BB&T accounting policies and standards. In conjunction with SFEs and FEs, monitor the implementation of new accounting pronouncements and/or accounting policies and standards
Consult on the accounting impacting acquired loan portfolios, including performing accounting due diligence as needed; advise BU SFEs and Strategic Planning and Corporate Finance department on technical accounting issues related to valuation of acquired assets and liabilities, structuring agreements and contracts; work with merger partners and SFEs to identify merger-related and restructuring charges; provide counsel related to purchase accounting and identifiable intangible adjustments and goodwill for transactions. Participate in the review of valuation reports and challenge the appropriateness of the assumptions utilized by the valuation firm
Consult with BU SFEs and FEs on financial or accounting matters regarding acquisitions, divestitures, joint ventures, equity investments and related financial reporting. Research, document and communicate with SFEs and FEs the accounting implications of new products and services in a manner that provides management with the information necessary to make informed decisions. Consult with SFEs and FEs, as needed, on technical accounting memos
Consult with SFEs, the external auditors and examiners, if required, on new and existing credit related accounting issues to ensure agreement by all parties
As requested, participate in new hire interviews and technical assessments for senior financial positions
Represent BB&T in various banking organizations / industry groups via active participation in periodic meetings and committees to foster relationships relative to new credit related accounting standards. Use industry contacts to assess accounting standard implementation efforts. Participate in peer-bank accounting policy forums and industry professional organizations to discuss and influence significant accounting policy issues for the banking industry
Review draft of the press release and management’s discussion and analysis. Prepare the financial statement disclosure checklist on a quarterly basis. Also actively involved in the preparation of press release and Forms 10-Q and 10-K and Pillar 3 disclosures
Assist SEC Reporting with the review of SEC filings to ensure compliance with GAAP
Minimize GAAP risk through the development and presentation of accounting and financial reporting credit related "hot topics” at the periodic Accounting Policy meetings and other meetings and trainings as deemed necessary
Actively participate on the Sarbanes Oxley (SOX) Core Team evaluating, rating and monitoring the status of SOX issues
Bachelor's degree in Accounting or Finance, or equivalent education and related training
Certified Public Accountant designation or equivalent experience
Ten years of relevant accounting policy experience
Seven years of supervisory experience
Intelligent, strong and decisive leadership within an organization as a result of high integrity, intellectual clarity, and a passion for excellence; strong leadership abilities, including proactive thinking and teamwork to drive the best business decisions
Strong personal and professional ethics, impeccable integrity
High energy level and strong work ethic to meet the demands of a fast paced, goal driven environment; results orientation, which includes meeting commitments, performance metrics, and targeted and required delivery dates
Strong team orientation; eagerness to pitch in and help larger teams meet goals and responsibilities
Experience with public companies including SEC filings and accounting issues. A strong hands-on technical accounting background with the ability and willingness to work independently and in conjunction with business unit financial managers
Manage and make resource allocation decisions on multiple projects
Demonstrated proficiency in computer applications such as Microsoft Office software products, with an emphasis on spreadsheet, word processing, and database software
Master's degree in Business or Accountancy
Experience in accounting policy for a large, SEC registered financial institution or a senior manager-level public accountant with extensive bank experience

Financial Services Account Executive Resume Examples & Samples

Prepare proposals that will become part of Dell EMC’s solution or stand on their own as leasing proposals
Meet regularly with Dell’s Eastern Region sales reps to review their customer portfolios, and identify opportunities to introduce leasing
Onsite customer meetings are an intrinsic part of the role, and travel is a requirement. Expect 8-10 trips per month, mostly driving, but with 1 or 2 that require a flight and overnight stay
Candidates must live in the Great Lakes Region (MI, OH, PA)

Financial Modelling Executive Resume Examples & Samples

Stakeholder Management - every day you’ll interface with multiple stakeholders across different functions to identify underlying business drivers and appreciate context of the transaction and the client's business issues
Communication - Communicating effectively with the engagement manager, the client, and the wider team in a concerted effort towards delivering work products of the highest standard
Support - assisting senior team members in developing new business

Financial Market Utility Risk Executive Resume Examples & Samples

The FMU Risk Framework should oversee all elements of risk, including but not limited to, operational risk, credit risk, liquidity risk, legal and compliance risk. The front line unit has established governance for FMUs. The candidate, jointly with GT&O Risk will take the lead in establishing the appropriate risk oversight governance for FMUs and escalation routines within the Enterprise Risk Management Framework
Assessment of current state of FMU oversight including Compliance coverage, Legal Rulebook Reviews, GT&O Risk coverage program and identification of gaps to target state is required. Once Technology, infrastructure, policies and human resource requirements are evaluated, the candidate will take the lead in the remediation
15+ years industry experience working on developing, executing, and monitoring risk frameworks within Markets (either as 1st LOD or 2nd LOD)
Familiarity with FMUs and the role that they play for an institutions like BAML and the financial markets
Understanding of financial regulation, governance and procedures design and review, and Audit and regulator management
Results-driven with a proven track record of high quality accomplishments
Excellent communication skills; able to communicate in a direct and succinct manner internally to high level executives from various disciplines, as well as externally through interactions with industry peers and regulators
Ability to build relationships and strong partnerships at all levels of the organization
Ability to drive the work and meet deliverables on a timely basis, dealing with teams that do not report directly to the function
Experience in managing FMUs
Understanding of regulations impacting FMUs

Financial Account Executive Resume Examples & Samples

Owns the account strategy and sales opportunities
Drives upsell into the customer
Develops Relationships with CXOs and understands customer’s strategic direction
Monitors for major changes (CXO change, expansion or contraction of business etc.)
Focused on entire IT opportunity
Identifies opportunities to bring in specialists to expand the relationship
Works with Finance/SEs/ Specialists on Opportunities
Owns increasing sales and revenue on the account
Assists customers with expanding existing business
Works with support teams to resolve business issues on existing service or open orders
Owns renewing expiring services
Minimum of 3 years of outside Business to Business technology sales experience in ‘named’ accounts
Minimum of 2 years in Hosting, Cloud, sales or related high tech industry
Proficiency with the MS Applications Suite of products; Excel and PowerPoint
Demonstrated success in selling IT Infrastructure Services/ Outsourcing
Demonstrated success in selling to Financial Services or Banking clients
C-level contacts at major financial institutions based in the USA
Consultative selling experience and training
Exudes high level of personal enthusiasm, energy and drive
Opportunistic by nature
Thrives on the quest for new business deals
Adaptable and flexible
Enjoys solving problems and keeps long term goals in mind throughout process
Creative Problem solver

Senior Account Executive Financial Services Resume Examples & Samples

Penetrate new organizations/accounts and radiate new business within existing customer base in assigned portfolio
Provide insight to the customer as the basis of the commercial conversation, teaching customers something new/valuable about how to compete in their market
Work with Pega’s partners to generate Pega value propositions
BA/BS degree or equivalent business experience
8 – 10 + years of direct sales experience
Success in a sales environment and domain expertise in related industry
Ability to actively listen, hear and understand what is said and not said, and comprehend the meaning and intent
Ability to persuade and influence, using appropriate interpersonal styles and communication methods to gain acceptance of thoughts, plans, activities, services and products
Working knowledge of BPM, CRM, Case Management Software or enterprise-wide specific solutions within the related industry is preferred

Account Executive Financial Services General Business Resume Examples & Samples

Business Development of new customers
Full cycle in the field sales from qualifying, demonstrations and closing business
At least 7 years software & applications sales

Senior Account Executive Financial Services Netherlands Resume Examples & Samples

C-level IT consultative sales experience (CIO, CFO and their teams/associates)
Experience in banking or insurance is a big plus
Track record of consistent target over-achievement and Top Performance award/recognition
Experience and ability to demonstrate understanding of enterprise wide issues and aligning them to value added IT service solutions bringing business value to customers
Strong natural curiosity, ability to probe beyond 2nd/3rd level to uncover the real need
Strong conceptual value based thinking
Strong internal drive for best performance/results, sets ambitious goals to stretch potential and grow, improve
Competitive, can do attitude, solution focused, loves challenges
Collaborative, helps others and engages others to help achieve mutual goals
Acts as a mentor to less experienced team members and takes floor leadership leading by example
Feedback seeking, coachable and strong learning ability
Business fluent in Dutch and English