Financial Management Associate Resume Samples
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Financial Management Associate Resume Samples
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EW
E Wintheiser
Elisha
Wintheiser
96683 Nannie Parkways
Phoenix
AZ
+1 (555) 210 3543
96683 Nannie Parkways
Phoenix
AZ
Phone
p
+1 (555) 210 3543
Experience
Experience
Chicago, IL
Financial Management Associate
Chicago, IL
Doyle-Stamm
Chicago, IL
Financial Management Associate
- Works closely with the CSE to assist in the pricing of the engagement and to develop the planned engagement measures
- Drive forward the working capital performance of your group by devising both short and long term initiatives to achieve long term success
- Escalate key risks and provide recommendations for ways to avoid and improve to your seniors
- Escalate inventory issues to the partner/engagement manager and FMA Manager
- Works with the CSEs and administrative assistants throughout the client acceptance and engagement processes to ensure records contain
- Coordinate/organize project reviews, site visits, and workshops of performers
- Demonstrate commercial awareness and key issues driving the overall performance of your portfolio and advise recommendations for improvement
Houston, TX
Financial Management Associate Manager
Houston, TX
Bayer, Hessel and Skiles
Houston, TX
Financial Management Associate Manager
- Manage FMAs working on daily inventory accounting
- Manage the relationship and workflow between the FMA and Financial Assistant organizations. This includes resolving any conflicts, and discussing your team's performance with Financial Assistant management
- Build relationships and effective workflow management techniques across the firm
- Advise your peers and Sub-Area finance directors. This involves managing their workflow and overseeing the training for their FMAs
- Develop and foster the FMA population in one larger or multiple smaller Sub-Areas, or within a service line
- Confident in multi-tasking, to balance competing priorities
- Lead training sessions for FMAs and/or CSEs
present
Detroit, MI
Financial Management Associate Senior Associate
Detroit, MI
Lehner-Hermiston
present
Detroit, MI
Financial Management Associate Senior Associate
present
- Proactively communicate and escalate inventory issues to the Partner/Engagement Manager and FMA Manager
- Delegate financial administrative tasks to a virtual financial assistant (FA) team
- Supervise the quality and quantity of work flow within the FA group
- Delegate financial administrative tasks to a virtual Financial Assistant (FA) team
- Supervise the quality and quantity of work flow with the FA group
- Strive to be a subject matter specialist on Ernst & Young's Global Financial Information System (GFIS) engagement software, practices and policies
- Adept at taking a consultative approach in business transactions, and influencing executive decision-making
Education
Education
Bachelor’s Degree in Accuracy
Bachelor’s Degree in Accuracy
New York University
Bachelor’s Degree in Accuracy
Skills
Skills
- Strong proficiency with Microsoft Excel and Word, with an ability to learn new applications quickly and adapt to a changing working environment
- Strong proficiency with Microsoft Excel and Word programs, with an ability to learn new applications quickly
- Ability to interact well with people at all levels within the firm and a demonstrate proven ability to build strong relationships
- Highly organised with a sound attention to detail and an ability to deliver to deadlines
- Ability to multi-task and respond to quick turn-around requests
- Strong teaming abilities, with demonstrated virtual teaming ability
- Good team coordination skills and ability to drive several projects
- Able to apply knowledge or take a fresh perspective to solve complex problems and issues that arise
- Strong time management skills and a proven ability to balance multiple priorities by considering risk, importance and level of urgency
- Possesses a scientific background or knowledge with the ability to understand scientific materials/applications/vernacular
15 Financial Management Associate resume templates
Read our complete resume writing guides
1
Financial Management Associate Resume Examples & Samples
- Maximise Revenue Predictability
- Maintain good awareness of the sales pipeline and ensure correct policies, procedures and processes have been agreed on client and engagement set up; i.e. billing schedules and payment on account
- Review and investigate any materially influencing engagement code set ups
- Early involvement in advising client servers on how to optimise the financial performance on the more complex and material engagements, both within their sales pipeline and on their existing portfolio
- By constantly reviewing and assessing your portfolio, minimise adjustments to the P&L and leverage your strong relationships and commercial knowledge to identify and address any issues early on
- Review and monitor inventory across your portfolio to identify risk and provide key stakeholders up to date details on potential risks to revenue recognition and revenue day performance
- Escalate key risks and provide recommendations for ways to avoid and improve to your seniors
- Build awareness about the importance of a smooth running financial performance and the key tools, processes and training that can support your client servers
- Ensure you effectively share your knowledge of the key risks and discussions held with client servers
- Exhibit a sound understanding of how our business targets are calculated
- Promote awareness and the levers to ensure an optimised performance of revenue days. Ensure the client teams you support understand their targets, what is required to achieve them and the impact of not achieving
- Drive forward the working capital performance of your group by devising both short and long term initiatives to achieve long term success
- Advise how to engage with clients to optimise both engagement margin and working capital
- Provide relevant and timely working capital management performance information to your key stakeholders, including gap and trend analysis to effectively influence continuous performance improvement within your portfolio
- Process & Escalation Consistency / Improvement
- Identify and escalate process improvement opportunities
- Demonstrate a positive and solution driven mind-set
- Involvement in Global Finance Transformation projects
- Understand the bigger picture
- Demonstrate commercial awareness and key issues driving the overall performance of your portfolio and advise recommendations for improvement
- Exhibit thorough understanding of key financial metrics and how these impact our cash flow and management accounts
- Supporting and educating the business through change management processes with a positive mind set
- Promote the use of the offshore Global Shared Services (GSS) team. Build successful relationships with the GSS to ensure they are effectively utilised
2
Financial Management Associate Resume Examples & Samples
- Support client teams with project pricing, budget set up and variance analysis
- Review and investigate any challenging code set ups
- Review and monitor WIP across your portfolio to identify risk and provide key stakeholders up to date details on potential exposure to WIP & debtors
- Minimise avoidable write off surprises and reduce exposure by proactive management and challenge of project recoveries. Use commercial, historical and portfolio knowledge to spot trends and address any issues early on
- Assess risk across portfolio’s, identify and surface key risks to revenue to Supervising FMA
- Increase your own and stakeholders' awareness of how recovery changes affect the business
- Ensure you maintain up-to-date and meaningful commentary across your portfolio for stakeholder visibility
3
Financial Management Associate Senior Associate Resume Examples & Samples
- Perform the daily inventory accounting functions required by the firm
- Help train other FMAs, as well as client-serving executives (CSEs)
- Proactively communicate and escalate inventory issues to the Partner/Engagement Manager and FMA Manager
- Serve as a subject matter specialist on Ernst & Young's Global Financial Information System (GFIS) engagement software, practices and policies
- Maintain multiple executive-level relationships
- Supervise the quality and quantity of work flow within the FA group
- Strong teaming abilities, with demonstrated virtual teaming ability
- Strong mentoring skills
- A minimum of 3-5 years related professional experience, with additional financial management experience beneficial
4
Financial Management Associate Senior Associate Resume Examples & Samples
- Perform the daily inventory accounting functions that are required by the firm
- Help Client Service Executives resolve potential problems or last-minute issues
- Delegate financial administrative tasks to a virtual Financial Assistant (FA) team
5
Financial Management Associate Resume Examples & Samples
- Strive to be a subject matter specialist on Ernst & Young's Global Financial Information System (GFIS) engagement software, practices and policies
- Effective delegation and time management skills
- Adept at taking a consultative approach in business transactions, and influencing executive decision-making
- Ability to prioritize tasks, to help achieve executive and Ernst & Young objectives
6
Gf-financial Management Associate Resume Examples & Samples
- Strong desire for international exposure/assignments and new business challenges at regular intervals
- Willingness to take initiative and offer creative solutions
- Commitment to excellence with a sense of urgency and excitement
- Possess a strategic and analytical mindset with a global perspective
- Ability to step outside their comfort zone
- Technologically proficient in Excel, Word and Power Point
- Strong written and verbal communication and presentation skills
- Fluency in English; Multi-lingual a plus but not mandatory
- CPA or CA a plus
7
Asia Financial Management Associate Resume Examples & Samples
- Ability to reinforce the 4 Pillars of Finance: Drive business results, Improve Finance Processes, Strengthen Control environment and Continue to make Citi a great place to work
- Eager for a career in Finance
- Geographic mobility is a must, with willingness to work in developing markets
- Possess resiliency to work in an environment of change and competition
- Familiar with process improvement
- Ability to build and maintain excellent business relationships
- MBA with a concentration in: Accounting, Strategy, Finance, Economics, Engineering, International Business, Management or other related fields
- 3–5 years of significant, related work experience
8
Senior Financial Management Associate Resume Examples & Samples
- Produce various reports periodically to help client servicing personnel better manage their engagements
- Support individual partners in engagement management by ensuring that engagement financial information is accurate
- Challenge and advice partners to ensure that issues are surfaced, appropriate actions taken, best practice and policies are followed
- As a knowledge base on the entire engagement management process and policies
- Trainer to client servicing and practice support personnel on the various tools on engagement managements
- Bachelor Degree in Business/Accountancy or professional certifications (ACCA and equivalent) with at least 3 years of work experience
- Detailed and analytically oriented, with good sense for numbers
- Strong oral and written communication skills with the confidence and maturity to interact effectively with people from all levels
- Hands-on, proactive, confident, determined and able to multi-task
9
Financial Management Associate Resume Examples & Samples
- Suggest and implement leading practices for improving processes, for both the Finance group and the client-serving staff
- Delegate financial administrative tasks to a virtual financial assistant (FA) team
- Identify and communicate FMA/FA issues to the FMA Manager, Assistant Area Director of Finance, or Area Director of Finance, as appropriate
- Maintain a standard book of business, such as strategic growth market accounts or core accounts
- Serve as a subject matter specialist on EY's Global Financial Information System (GFIS) engagement software, practices and policies
- Serve as a coach and/or mentor to FMAs
- Bachelor's degree in Finance, Accounting or Business Administration; Master's degree beneficial
- Good delegation and time management skills
10
Financial Management Associate Resume Examples & Samples
- Ensure robust budgets are set, correct approvals sought on engagement set up and planned measures are set up
- Understand all engagement financials in Book of Business at a high level and focus on engagements / portfolios with higher materiality and risk
- Assess risk profile across portfolio’s, identify and surface key risks to revenue and shortfalls in revenue against planned measures at an engagement level
- Challenge Engagement teams on budgets and planned measures to ensure realistic targets have been set
- Escalate high risk engagements and potential future write-downs to the Supervising FMA and Operations
- Ensure Engagements are compliant with the Firm’s Client and Engagement Acceptance policies
11
Senior Financial Management Associate Resume Examples & Samples
- Produce and analyse various reports to help client servicing personnel better manage their engagements
- Challenge and advise partners to support decision making and ensure that issues are surfaced, appropriate actions taken, best practice and policies are followed
- Drive implementation of initiatives
- Good understanding of our business
12
Ey-financial Management Associate Resume Examples & Samples
- Supporting client teams with project pricing, budget set up and variance analysis
- Increasing your own and stakeholders' awareness of how recovery changes affect the business
- Ensuring you maintain up-to-date and meaningful commentary across your portfolio for stakeholder visibility
- Good team player with ability to build strong relationships with Partners/Engagement Managers and other key stakeholders
- Minimum two years’ experience in a client driven professional environment in a financial/business capacity
- Strong IT skills including advanced use of Excel, Microsoft Word, PowerPoint and Lotus Notes
13
Ey-supervising Financial Management Associate Resume Examples & Samples
- Regular, meaningful and effective review and challenge of FMA portfolio knowledge
- Surface and identify areas of current or future financial risk by utilising commercial awareness and historical knowledge
- Minimise avoidable material write off surprises and reduce exposure by enabling FMAs to proactively manage and challenge of project recovery. Be a point of escalation for further challenge and guidance
- Analyse the issues at hand and address the material risks
- Advise the Finance Controller on month end provisions for your group, using judgement, experience and information from your FMA team
- Utilise commercial awareness of your portfolio and service line to influence and improve how we engage with our clients
- Review internal processes to ensure they meet both business and finance needs
- Minimise Revenue Days
- Understand current position and undertake regular trend analysis. Focus on key problem areas to develop and drive working capital initiatives that suit the needs of the business and achieve long term success
- Produce and influence regular most likely outcome analysis
- Identify issues and reduce overall aged debt and level of queries through analysis and consultation with key stakeholders
- Educate and advise your team to drive best practice when engaging with clients
- Understand master service agreements for all key clients within your portfolio
- Identify training needs, influence training material, coordinate and deliver
14
Financial Management Associate Resume Examples & Samples
- Strong technical and IT skills including advanced use of Excel, Microsoft Word, PowerPoint and Lotus Notes
- Exceptional customer service skills with ability to demonstrate good listening skills and ability to ‘look through the customer lens’
- Customer focused and responsive with good commercial acumen/strategic thinking and an excellent communicator – both written and verbal
- Strong analytical and numeracy skills, with a high degree of accuracy, attention to detail and ability to analyse risk
15
Financial Management Associate Resume Examples & Samples
- Prioritize tasks to help achieve executive and firm objectives
- Delegate financial administrative tasks to a virtual Financial Assistant (FA) team. Follow up on work/tasks as needed
- Identify and communicate FMA/FA issues to the FMA Manager or Director Area Finance as appropriate
- Escalate inventory issues to the partner/engagement manager and FMA Manager
- Serve as a subject matter specialist in the firm's Global Financial Information System (GFIS) engagement software, practices and policies
- Coach and mentor other members of the Finance organization
- Strong proficiency with Microsoft Excel and Word programs, as well as the ability to learn new applications quickly
- Competent at taking a consultative approach in business transactions, and influencing executive decision-making
16
Financial Management Associate Resume Examples & Samples
- Help client handlers resolve potential problems or last-minute issues
- Serve as a subject matter specialist on EY’s Global Financial Tools, practices and policies
- Support and coach other Financial Management Associates in Nordic countries
- Suggest and implement leading practices for improving processes, for both the Finance group and the client-serving staff – act as a financial advisor
- Proactively communicate and escalate inventory issues to the Partner/Engagement Manager
- Supervise the C2C process in Finland and work together with the Nordic Client Engagement Account lead
- Minimum of 3-5 years related professional experience (additional financial management experience is considered a plus)
- Previous experience in project work and working in an international company as part of a virtual team is considered as a plus
- English and Finnish language skills - excellent written and verbal communication
- Excellent analytical and coordinating skills and systematic way of working combined with a customer service and continuous improvement attitude
- Strong proficiency with Microsoft Excel and Word, with an ability to learn new applications quickly and adapt to a changing working environment
17
Financial Management Associate Manager Resume Examples & Samples
- Help CSEs and FMAs to resolve potential problems
- Lead training sessions for FMAs and/or CSEs
- Serve as a subject matter specialist on EY's Global Financial Information System engagement software, practices and policies
- Drive change within your assigned Sub-Area(s)/service line
- Advise your peers and Sub-Area finance directors. This involves managing their workflow and overseeing the training for their FMAs
- Build relationships and effective workflow management techniques across the firm
- Extensive knowledge of finance functions, systems, policies and procedures
- A minimum of 5 years in a supervisory or management position. Experience supervising larger teams preferred
18
Financial Management Associate Resume Examples & Samples
- Works with the CSEs and administrative assistants throughout the client acceptance and engagement processes to ensure records contain accurate and up to date information
- Works closely with the CSE to assist in the pricing of the engagement and to develop the planned engagement measures
- Develops client and engagement economic measures
- Develops and monitors possible economic outcomes to be used in monitoring specific engagements
- Performs analysis of inventory balances. Monitors overall inventory levels and aging, and reports findings to the CSE
- Monitors client invoicing and collections, and proactively encourages billing for "out-of-scope" work
- Determines billing and collections best practices
- Works closely with the collection specialist and CSEs to ensure proper collection activities occur
19
Financial Management Associate Resume Examples & Samples
- Prepare, analyse and present reports on client activity, work in progress, debtors and engagement margin
- Liaise and assist Client Serving Staff to plan their engagements using the Firm tools, including budgets
- Frequently meet and communicate with Partners and Managers in order to successfully manage the economics of each engagement Provide advice on creation, maintenance and review of client engagement information
- Facilitate the application of critical financial policies and processes and assist in the application of change
- TAFE Diploma in Accounting (or higher)
- Experience in a professional services environment in a financial/business capacity
- Intermediate MS Excel, Word, Powerpoint, Lotus Notes, and Internet Explorer proficiency
- Experience operating complex financial systems (e.g. GFIS or PeopleSoft)
- The ability to communicate at all levels
20
Uki-financial Management Associate Resume Examples & Samples
- In your role as a Financial Management Associate you will have responsibility for
- Maintaining a good awareness of the sales pipeline and ensuring correct procedures and processes have been agreed on client and engagement set up; i.e. billing schedules and payment on account
- Assessing risk across portfolio’s identify and surface key risks to revenue to Supervising FMA
- Confident, with a proven ability to challenge at all levels
- Excellent communicator – both written and oral
21
Financial Management Associate Resume Examples & Samples
- Review and monitor Inventory and variance analysis across your portfolio to identify risk and provide key stakeholders with up to date details on potential exposure to revenue and debtors
- Support client teams with project pricing; review, investigate and thoroughly challenge engagement code set ups
- Understand and influence stakeholders' awareness of how changes to revenue recognition impact the business
22
Financial Management Associate Resume Examples & Samples
- Relationship building – building strong networks, inspiring trust and have a firm understanding of business drivers of client performance
- Critical thinking and problem solving, advising on potential outcomes and exhibiting exceptional technical skills
- Strong analytical and numeracy skills, with a high degree of accuracy and attention to detail
- Strong time management skills and a proven ability to balance multiple priorities by considering risk, importance and level of urgency
- Demonstrate the ability to become an effective change lead
- Excellent communicator – both written and oral with the confidence to deliver presentations, training material and knowledge sharing. Adapting style to target audience, set appropriate context when asking questions, demonstrating ability to deliver difficult messages and drive communication to a mutual understanding
- Previous end to end working capital experience
- Able to apply knowledge or take a fresh perspective to solve complex problems and issues that arise
- Time and project management skills – able to plan and manage time effectively and flexibly to deal with key priorities
- Ability to interact well with people at all levels within the firm and a demonstrate proven ability to build strong relationships
- Strong IT skills – Word, Excel, Outlook, Powerpoint and SharePoint
- Highly organised with a sound attention to detail and an ability to deliver to deadlines
23
Financial Management Associate Resume Examples & Samples
- Corporate Financial Planning
- Business Unit Financial Planning
- Corporate Development
- MBA degree in finance or accounting
- Potential candidates must have both the skills and desire to learn and apply technical accounting/finance skills in key roles with important responsibilities
- Have strong interpersonal/communications skills
- The ability to build relationships and collaborate with associates at all levels of the Company
- A commitment to excellence
- A high level of integrity
- Candidates need to be motivated, high-potential performers who demonstrate the ability to influence and effectively lead others to achieve business results
24
Financial Management Associate Manager Assistant Director Resume Examples & Samples
- Develop and foster the FMA population in one larger or multiple smaller sub-areas or a Service Line
- Lead training sessions for other FMAs and or CSEs
- Implement best practices for process improvements for both the Finance group and the client serving staff
- Serves as a subject matter specialist in the firm's Global Financial Information System (GFIS) engagement software, practices and policies
- Manage the relationship and workflow between the FMA and Financial Assistant (FA) organizations including resolution of conflicts and consulting with the FA management team regarding effectiveness and efficiency of the FA team
- Bachelor degree in finance, accounting or business administration, a master's degree is a plus
- Minimum of 10-12 years of relevant professional experience with additional financial management experience beneficial
- Minimum of 5 years in a supervisory or management position. Experience supervising larger teams preferred
- Outstanding mentoring skills
- Excellent analytical, interpersonal and leadership skills
- Strong teaming abilities as well as demonstration of effective virtual teaming
- Strong proficiency with Microsoft Excel and Word programs as well as the ability to learn new applications quickly
- Travel may be required in order to oversee FMAs in multiple locations
- This position will require overtime averaging no less than 10 - 15 % - particularly during the month end and year-end financial close processes
- Vacation generally should not be taken during the year end close process (usually from beginning of June to mid July.)
25
Financial Management Associate Resume Examples & Samples
- An associate’s or bachelor’s degree in finance, accounting or business administration
- A minimum of three (3) years of recent relevant financial management experience; prior experience in a professional services firm would be an asset
- Excellent project, time management, and problem-solving skills
- An advanced proficiency with Microsoft products (Word, Excel, etc.)
- The ability to work independently with minimal supervision and the capacity to work a flexible schedule, as some overtime will be required during peak periods
26
Financial Management Associate Resume Examples & Samples
- Liaise with Partners to ensure account roles are reflected correctly in GFIS and Portfolio
- Liaise with engagement team to plan engagements using the Firm tools, where appropriate
- Ensure that client and engagement records contain accurate and up to date information
- Communicate engagement financial status to the engagement team regularly
- Assist in the management of economics of each engagement including: analysing inventory balances and challenging ERP and Margin. "Red Flag" any potential issues
- Monitor inventory and AR levels and report large aged balances ot the EP/EM, then proactively determine, recommned and implement a solution
- Analyse reports with engagement teams
- Proactively encourage engagement teams to bill ' out of scope ' work
- Communicate leading practices in billings and collections and proactively influence EPs/EMs in the management of their book of business
- Exhibit true ownership of their book of business
- Provie training to Finance personnel and EPs/EMs in the use of engagement information management systems
- A Bachelor of Business or equivalent experience is desirable
- A TAFE Diploma in Accounting with a strong development orientation
- Management accounting experience desirable but not essential
- Reporting Analysis
- Two years experience in a professional services environment in a financial/business capacity
- Intermediate proficiency in MS Excel, Word, Powerpoint, Lotus Notes and Internet Explorer
27
Financial Management Associate Resume Examples & Samples
- One to three years experience in an accounting or finance role
- Strong Excel and PowerPoint Skills
- Overall accounting knowledge
- Flexibility to prepare and build detail analysis and prepare invoices and journal entries when needed
- Very strong communication skills
- Good team coordination skills and ability to drive several projects
- Interest for working with overseas teams and in an international environment
- Well organized, reliable, and rigorous
- Flexible on workload needs; motivated individual
- Able to work independently while reporting on progress and raising issues rapidly
28
Financial Management Associate Resume Examples & Samples
- High proficiency of Microsoft Office Programs (Excel, Word, Access, PowerPoint, SharePoint, Visio, MS Project, FrontPage)
- Possesses a scientific background or knowledge with the ability to understand scientific materials/applications/vernacular
- Excellent communication to include technical writing and editing, oral communication, interpersonal and organization skills, critical thinking, and people skills to engage performers and PMs
- Demonstrates superior customer service skills
- Ability to plan individual efforts and follow through to completion
- Ability to multi-task and respond to quick turn-around requests
- Competence to function efficiently in a high-paced, demanding work environment
- Flexible and readily adaptable to change; including changes in processes, requirements, and priorities
- Willingness to complete wide variety of tasks; everything from very technical to basic administrative tasks
29
Client Financial Management Associate Manager Resume Examples & Samples
- Bachelor's degree in Finance or Accounting OR Other business degree with 9 credit hours of Accounting
- Experience with Revenue and US GAAP
- Professional Certifications may also be required in certain geographies (i.e. CIMA/ACCA or ACA)
