Financial Services Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the financial services job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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J Will

Jayde

Will

53424 Hayden Greens

Boston

+1 (555) 581 0982

53424 Hayden Greens

Boston

Phone

p +1 (555) 581 0982

Experience Experience

Phoenix, AZ

Financial Services

Phoenix, AZ

Walker-Kuhn

Phoenix, AZ

Financial Services

Participate in workforce management; involved in employee scheduling, internal employee rotations/cross-training efforts, and performance management
Provide management information to Management/Sales Manager and agree escalation procedures
Recommends and encourages employees to seek innovative improvements to processes in order to improve team performance and effectiveness
Provide performance feedback and coaching on a regular basis to each team member in a constructive manner. Write and administer performance reviews
Support quality assurance manager in day-to-day management of the testing organization, including coaching and guiding resources with their work
Become part of the FS TAS business development team, and support the team’s engagement in TAS business development activities and initiatives
Assisting in winning work by proactively managing existing clients and contributing to winning new clients

Phoenix, AZ

Financial Services Organization

Phoenix, AZ

Lebsack Group

Phoenix, AZ

Financial Services Organization

Work with a team of professionals in providing the U.S. tax advice to asset management clients and assist them in meeting their tax compliance obligations
Support Senior QA Analyst/QA Manager in upward stakeholder management and day-to-day management of the testing activities
Develop and deliver quality transfer pricing and economic ideas with timely and responsive services/work products
Work effectively as a team, sharing responsibility, providing support, maintaining communication and updating senior team members on progress
Develop and maintain productive working relationships with client personnel
Conduct performance reviews and contribute to performance feedback for staff
Manage the work of client service team members

present

New York, NY

Client Partner, Financial Services

New York, NY

Miller, Ryan and Gottlieb

present

New York, NY

Client Partner, Financial Services

present

Solid track record working with marketing decision makers in companies and agencies
Create persuasive sales presentations using market trends, case studies and Facebook network solutions
Develop and actively manage short and long term account plans based on client brand and direct response marketing objectives
Analyze campaign performance statistics and recommend optimized media solutions
Work with C-Level employees at clients and agencies
Demonstrated success as a leader of change, achieving operational excellence by introducing new performance measures, processes and systems
Accurately and effectively manage sales pipeline in order to prioritize business opportunities and resources

Education Education

Bachelor’s Degree in Accounting

Baylor University

Bachelor’s Degree in Accounting

Skills Skills

Ability to pro-actively manage upwards to ensure that project deliverables meet the agreed timetable
Strong executive presence and proven ability to build strong working relationships with senior partners of EY, using primarily virtual communication methods
Commercially focussed – demonstrates ability to develop and maintain strong client relationships / network and sell solutions
Ideally Financial Services experience but if not, a strong, solid experience in a Corporate Tax Advisory role
Monitoring staff availability and chargeability and supporting the development of less utilised staff
Leading the growth of the practice via the sharing of knowledge and experience and the development of engagement tools and enablers
Ability to deliver in a timely manner, across multiple task and projects whilst maintaining high quality standards
Professional qualification is desirable, ACA/ CA/ ACCA or equivalent
Strong numerical, analytical and attention to detail skills
Share knowledge and experience in the team to develop colleagues and the capability of the wider firm

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Financial Services Resume Examples & Samples

Ability to effectively manage the Audit process with consideration of audit risk issues and accounting technical matters
Ability to lead fieldwork on clients sites
Business Development skills
Expertise in primary accounting frameworks (UK GAAP or IFRS)
Demonstrate expertise in using GAM
Honours degree qualified (or equivalent)
Proven experience in delivering external audit in the Financial Services industry, ideally specialising in Banking and Capital Markets

Financial Services Resume Examples & Samples

Demonstrate the ability to effectively manage the Audit process with appropriate consideration of audit risk issues and accounting technical matters
Coach other less experienced staff through sharing experience and knowledge appropriately
Contribute to effective team work in internal engagement situations
Provide on-the-job training for developing auditing skills and familiarity with the firm’s audit methodology
ACA/ CA/ ACCA (ICAEW, ICAS, Irish Institute or equivalent international qualification)
External audit experience or a wide range of experience working in the Pensions industry in a accounting role
Experience in auditing Pensions funds preferable but not required

Financial Services Resume Examples & Samples

Delivering external audit and assurance engagements in the Financial Services industry, ideally specialising in Insurance
Experience of assurance / audit work either as an external auditor, internal auditor, forensic / financial remediation work or through controls reviews / initiatives
Identifying and converting business development opportunities with non-audit clients
Project and financial management
Team leadership, coaching and development
Managing multiple major clients/projects
Deliver excellent service, bringing the full breadth of EY’s capability to support our clients
Manage engagements efficiently, delivering against budget and keeping work in progress and debtors at minimal levels
Demonstrate leadership, acting as a role model for team members, providing on-the-job coaching as well as broader developmental support
Identify and convert opportunities for business growth with non-audit clients
Adhere to the firm’s risk management policies at all times, delivering work to the highest quality
Engage in further leadership roles withinInsurance Assurance
Strong interest and commitment to understanding and developing leading edge extended assurance solutions to the Insuranceindustry clients
Intellectual rigour / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered. This includes a strong level of emotional intelligence
Appreciation (and ideally experience of some or all) of EY’s solutions / go to market abilities and how these service client needs
Ability to operate with stakeholders / manage projects which potentially span all functions within client organisations
Experience-Significant post qualification experience (Big 4 preferred)
Qualification- Internationally recognised qualification i.e. CA, ACCA, CPA or equivalent

Financial Services Resume Examples & Samples

Assign teams that will meet and exceed the clients' expectations in standards of service and client care
Demonstrate professionalism and competence in all interactions with the client
Ensure engagements are executed in accordance with the firm's methodologies and guidance, professional standards, and local legal and regulatory requirements
Approve engagement budgets and agree fees, where appropriate
Lead and coordinate the planning and management of assignments in an effective and efficient manner
Manage the delivery of other services to designated clients, where appropriate
Liaise with other service lines and other audit managers to ensure efficient utilisation of knowledge and resources to deliver services
Counsel, coach and mentor staff
Appraise staff in a constructive and timely manner and ensure all team members do the same
Relevant external audit experience in the Financial Services industry, particularly in Insurance

Financial Services Resume Examples & Samples

Desire to build / develop a career in assisting WBCM clients with controls assessments / improvements, including the provision of either a formal (assurance) or informal (findings & recommendations) opinion
Strong interest and commitment to understanding and developing leading edge extended assurance solutions to the WBCM industry clients
Intellectual rigor / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered. This includes a strong level of emotional intelligence
Market network / knowledge a benefit
At successful track record working in Wholesale Banking / Capital Markets experience having either trained in a Big 4 or a top tier bank graduate programme in audit or Finance. The ideal candidate would have a combination of professional services assurance and industry experience
Professional qualification is desirable, ACA/ CA/ ACCA or equivalent
Degree educated with a minimum 2:1 or equivalent
Strong knowledge of the spectrum of markets products – securities and derivatives across various asset classes in particular the controls / processing and sound knowledge of their accounting
Broad knowledge of front to back processes, including Front / Middle Office and support functions, in particular Product Control and Finance and their key processes
Experience of working with regulator mandated projects, such as s166 (or equivalent), either on behalf of the regulator or bank a benefit

Financial Services Resume Examples & Samples

To contribute to the efficient and successful delivery of tax services to the client
Build and maintain tax relationships with clients and provide high levels of client service
Build relationships both within the firm and externally with clients, identifying opportunities and managing expectations
Contribute to winning new work by proactively managing existing clients and contribute to winning new clients
Manage the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken
Responsible for day-to-day client liaison
Provide full tax services to a client portfolio
Relationship management skills with ability to manage client expectations
Excellent communicator in range of situations both written and oral
Ability to identify areas of risk, carry out an effective review and know when to refer upwards
Ability to solve problems creatively and pragmatically
Results orientated and willing to take on responsibility
Ability to drive things forward and work with people from across the practice
Enthusiastic and flexible attitude to work

Financial Services Enterprise Intelligence Resume Examples & Samples

Ensure client deliverables are quality focused and delivered on a timely basis
Regularly interface with client organisation at appropriate levels and be responsible for managing the relationship
Ensure effective execution of methodologies
Demonstrate business judgment in advising clients i.e. perceived value add in addition to our scope of work, yet managing risks
Utilise existing business relationships to develop business opportunities
Lead engagement teams with clear expectations from them on the engagements/ assignments
Actively develop our professionals by providing day-to-day guidance, feedback and on-the-job coaching
Live the Firm's values
Participate in recruitment and develop and help staff identify their training & development needs and encourage the potential within all staff to take on challenging opportunities
Developing and bringing to market analytics propositions and services
Analytics strategy, target operational model, analytics capability establishment method definition and execution
Development of Big Data and advanced analytics market strategy and propositions
Leadership over advanced analytics internal capability development in the areas of data science, big data analytics, natural language processing, real-time analytics
Designing and implementing Analytics Centre of Excellence capabilities
Establishment of managed service analytics capabilities
Establishment of commercially successful relationships with technology vendors
Various modelling tools and techniques – for ex. operational analytics, predictive analytics etc.Data Architecture and Governance - Including: Architecture Component Modelling, Data Warehouse, Operational Data Stores, Archive and Decommissioning
IFRS
Payments
Insurance underwriting / brokerage
Transaction reporting
OTC clearing
Risk and compliance
A first level university degree, 2:1 (or equivalent) or above. Strong preference for an analytics-related academic background – a degree in Statistics, Mathematics, Econometrics, Finance (engineering, risk modelling), Computer Science or similar. Participation in academic research initiatives is an advantage
Exposure to data science related areas in academic background is an advantage
ISEB

Financial Services Audit Managers Resume Examples & Samples

Deliver value to the client by providing knowledge, ideas and solutions for improving the business, assess legal implications
Develop and maintain an appropriate external network of business contacts
Ensure the technical correctness and presentational standard of all client deliverables
Manage the execution of the Professional Development Plans of his or her people to build their careers
Ensure that the engagement partner is informed about important audit or accounting issues on a timely basis
Significant post qualification experience (Big four preferred)
Internationally recognised qualification - CA, ACCA, CPA or equiv
Relevant external audit experience in the Financial Services industry, particularly in Asset Management

Financial Services Asset Management Audit Executives Resume Examples & Samples

Demonstrate the ability to lead and manage fieldwork on clients sites including liaising with other departments to ensure the smooth delivery of the Audit process
Demonstrate Business Development skills and identify additional sales opportunities
Demonstrate the ability to influence, change and shape the direction of a particular activity, either internally and/or externally
Provide on-the-job training for developing auditing skills and familiarity with the firm's audit methodology
External Audit experience
Relevant Financial Services industry experience - in particular, significant experience within the Asset Management industry

Financial Services Resume Examples & Samples

Current CPA or EA qualification
Degree / Masters degree in accounting or taxation (or equivalent)
Knowledge of corporate, partnership and international tax returns and related US tax laws
Experience managing cross-border teams of 2-6 people
Willingness to use initiative to learn new concepts
Demonstrated experience in leading and mentoring staff
Interest in building a team; and
A positive attitude and willingness to be a team player

Financial Services Resume Examples & Samples

Contributing to the successful delivery of projects, ensuring technical excellence
Managing the UK season for a number of FS accounts
Reviewing UK tax returns for VIPs
Drafting advisory work for review
Leading, coaching and mentoring junior members of the team; and
Strong expat tax experience across the UK tax system, and ideally exposure to the US tax system
ATT, CTA or equivalent qualification would be ideal (or breadth of knowledge equivalent to CTA)

Financial Services Resume Examples & Samples

1) Private Equity/Debt - structuring of manager and funds, in particular, carried interest arrangements
2) Alternatives - structuring of large and small hedge fund groups. including fund structuring, international tax structuring and remuneration planning
3) Traditional investment management - UK and onshore fund product structuring
Relevant tax experience either within the asset management industry, accounting firm, law firm or similar
High-level of familiarity with the asset management industry in general and private equity and debt funds in particular is a requirement
Excellent UK and international tax skills
Client focused and commercially aware
Excellent communicator both written and oral

Financial Services Resume Examples & Samples

Managing the successful delivery of projects, ensuring technical excellence and a practical and commercial approach
Managing the UK compliance season and a portfolio of UK tax returns for a variety of Insurance clients
Leading, coaching and mentoring members of the team
Significant experience across the UK tax system, and experience signing out UK tax returns

Financial Services Resume Examples & Samples

A successful track record in Wholesale Banking / Capital Markets / Retail Banking / Insurance experience gained either through a top tier consultancy (Big 4, IBM, Accenture etc) or top tier bank
Understanding of process excellence methodologies (Lean, Six Sigma)
Excellent graduate level education, minimum 2.1 degree or equivalent

Financial Services Resume Examples & Samples

Change management/transformation experience, including an understanding of how IT change supports thisUnderstanding of process excellence methodologies (Lean, Six Sigma)
Strong interest and commitment to understanding and developing leading edge finance solutions to our industry clients
Flexibility to travel to, and work in other locations

Financial Services Technology Enablement & Performance Improvement Resume Examples & Samples

Managing the successful delivery of Technology and Performance tax projects, ensuring technical excellence and practical/business driven approach taken
Leading transformation programs and the implementation of technology solutions dealing with complex tax and regulatory issues across operations and finance
Building and maintaining relationships and providing high levels of client service
Leadership of multi-disciplinary teams through phases of the technology life cycle
Assisting in winning work by proactively managing existing clients and contributing to winning new clients
Technology and Performance improvement knowledge with experience of tax projects and some experience in tax change topics including at least two of: FATCA, Common Reporting Standard, Operational Transfer Pricing, Country-by-Country reporting, Tax Authority analytics and Tax managed services
Strong networking skills to build our Tax Advisory market brand
Leadership skills with potential to progress
The ability to identify areas of risk, carry out an effective review and know when to escalate
Results orientation and be willing to take on responsibility; and
The ability to motivate a team, manager more junior staff and drive things forward and work with team members from across the practice

Financial Services Resume Examples & Samples

Banking and capital markets (including energy trading)
Insurance
Retail banking
Government (in its capacity in relation to financial services)
Technologists with experience of selecting, managing and implementing leading risk and regulatory packages
Risk technology architects with experience of solution design within the domain of market risk, credit risk, operational risk, liquidity risk and compliance
Data architects with experience of addressing the significant data challenges that underpin solutions in the risk and regulatory domain, including those up and down stream
Technical analysts with experience of risk and/or regulatory transformation
Business analysts with experience of re-engineering risk processes and organisational change
Liquidity reporting
Basel III
BCBS
P&L explain
Derivatives reform
G20 initiatives
Living wills
Grow the business and revenue line
Business and solution development aligned to client need
Deliver and lead complex and large scale client assignments
Leading proposals and bid teams
Development of their management and leadership team
Raise industry profile of themselves and the team through publications, events, briefings, etc
Leverage existing long-term trusted advisor relationships
Liaising with other EY teams and functional specialists
Technical expertise and therefore client credibility in the field of risk technology, evidenced by a track record of leading the delivery of major risk transformation programmes either as a consultant or whilst working for a major financial services organisation
Experience or involvement in large scale implementation projects – the ability to shape and lead risk change initiatives and manage a diverse set of senior stakeholders
Risk management domain knowledge (Credit Risk / Market Risk / Liquidity / Operational Risk & Control / Regulatory Risk) and experience of delivering process and people change successfully across risk organisations
Understanding of end-to-end risk management processes and capabilities, how risk organisations are structured and an understanding of the key change drivers
An emerging business development track record, based on the ability to develop sincere client relationships at a senior level with our existing and target client base
Experience of developing propositions that are current and relevant to our client – demonstration of developing business cases to change risk management organisations from a people, process and/or IT/data perspective
Prior consulting experience at a Big 4, major system integrator or top tier consulting firm; investment or retail bank; insurance or asset management firm; or, financial services regulator
Ability to manage in matrix structures in large organisations and leverage off skillsets in multiple teams
Passion to develop a genuine advisory practice as opposed to a body shop, evidenced by an all round commitment to practice development activities to complement sales and delivery
An understanding of the vendor landscape, and an enthusiasm for developing a team that is highly "vendor aware" without compromising independence – an understanding of the trends across Tier 1 and Tier 2 organisations and potential future landscape
A holistic point of view / perspective on how risk organisations are / should be responding to the challenges they face and where they need help – including how organisations can successfully manage complex change
A collegiate approach to working with colleagues of all levels in EMEIA, the US and beyond

Financial Services Resume Examples & Samples

Deliver and manage client assignments
Supporting and leading proposals and bid teams
Development of more junior team members
Develop industry profile of themselves and the team through publications, events, briefings, etc
Support team strategy implementation, marketing and sales
Experience in implementation projects – experience of designing or leading risk change and participation in large scale projects
Risk management domain knowledge and good understanding of risk practices across all risk domains and the end-to-end risk management processes with specialist knowledge in one or more risk functions - Credit Risk, Market Risk, Liquidity, Operational Risk & Control, Regulatory Risk, Risk Transformation
An awareness of how Risk Management functions operate alongside the business, finance and other support functions
Working knowledge of key risk measures, attributes and risk analytics and reporting – with an understanding of priority metrics and usage
Technical expertise and therefore client credibility in an area of risk; Credit / Market risk, Liquidity, Operational risk and control, Regulatory risk, either as a consultant or whilst working for a major financial services organisation
Business analysis experience demonstrated in a Liquidity Risk Transformation project, Credit Risk / Market Risk transformation project, Regulatory change Transformation project or Operational Risk & Control change project
An ability to develop sincere client relationships across all levels with our existing and target client base
Passion to help develop a genuine advisory practice as opposed to a body shop, evidenced by an all round commitment to practice development activities to complement sales and delivery
An understanding of the vendor landscape, and an enthusiasm for developing a team that is highly "vendor aware" without compromising independence
A view on where / how banks need to change (weaknesses / opportunities) and how risk organisations are responding to the challenges they face – where do they need help

Financial Services Resume Examples & Samples

Delivery on a client assignment
Participating in on-site EY delivery teams
Liaising with service line teams, functional specialists and Area Partners
Experience or involvement in risk change projects, including exposure to some of the key areas of the project lifecycle: project set up, requirements definition; technical requirements definition (including engagement with IT), testing and defect management, release and Go Live implementation and provision of post go live support
Risk management domain knowledge and good understanding of the major risk domains and the end-to-end risk management processes with specialist knowledge in one or more risk areas: Credit Risk, Market Risk, Liquidity, Operational Risk & Control, Regulatory Risk, Risk Transformation
Business partnering approach – demonstrate ability to build collaborative relationships across functions and teams
Strong stakeholder management skills
Strong presentational skills, including ability to run meetings, Steering Committees, Working Groups and presentations
A collegiate approach to working with colleagues of all levels in EY across multiple regions and disciplines

Financial Services Resume Examples & Samples

Strategic planning and analysis
Business analysis and functional requirement elicitation
Solution architecture
Vendor package selection
Package configuration
Successful track record in the capital markets industry, gained through roles in a top tier consultancy, a specialist financial services consultancy, a top tier bank or financial markets infrastructure firm
In depth knowledge of current market trends in Capital Markets
Product knowledge in two or more of the following: Cash Equities, Equity Derivatives, Rates, Commodities, Fixed Income, FX / MM / Treasury, Credit, Prime Brokerage
Comprehension of: The software development life cycle, and concepts such as Agile, Data models and concepts, Technical architecture, Business architecture or the major relevant regulations (Dodd Frank, EMIR/MiFID2, FATCA, Volcker, Vickers, Basel III, FTT)
Proven ability to identify, develop, take to market and deliver leading edge solutions
Ability to develop impactful written presentations and confidently run meetings with senior clients
Ability to successfully manage multiple engagements, exceed client expectations, manage commercial aspects (e.g. contracts, billing and budgets), and manage quality and risk
Maximize team performance - accountability for ensuring a collaborative and committed way for teams to work effectively together, providing coaching and leadership, and sharing knowledge

Financial Services Resume Examples & Samples

Leading one or more client engagements, with responsibility for quality of delivery as well as engagement financials
Developing long term trusted advisor relationships with our clients
Taking leading role in development of EY solutions and supporting tools and methods
Building and leading high performing teams
Demonstrating in depth knowledge and experience in one or more market areas and technical skills
Leading EY practice and people development activities
Successful track record in the capital markets industry, gained through senior roles in a top tier consultancy, a specialist financial services consultancy, a top tier bank or financial markets infrastructure firm
Experience leading projects, ideally end to end implementations
Ability to successfully deliver multiple engagements, exceed client expectations, manage commercial aspects (e.g. contracts, billing and budgets), and manage quality and risk

Financial Services Resume Examples & Samples

Successful track record in the capital markets industry, gained through a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy, or within an internal change function of a top tier bank or financial markets infrastructure firm
Experience delivering solutions including advising and supporting with small to medium sized projects, ideally end to end implementations
Good appreciation of current market trends in Capital Markets and regulatory impacts
Good understanding of one or more capital markets product areas (including OTC and exchange traded derivatives, equity and fixed income securities, commodities and FX)
Good understanding of operating model design and implementation
Good understanding of end to end process flows for the various capital markets participants (broker/dealers, asset managers, prime brokers, custodians, market infrastructure)
Experience of key investment bank functional areas, including client onboarding, settlements, trade services, prime brokerage, trade / transaction reporting, clearing, collateral management, cash management, operational risk and controls, operational metrics
UK market knowledge
Ambition to build / develop a career in EY and our Capital Markets advisory team
Strong interest and commitment to developing and delivering leading edge solutions
Show potential to develop strong client relationships
Excellent graduate level education
University degree from a leading university, 2:1 or above (or equivalent)

Financial Services Resume Examples & Samples

Team up with the best people on the most challenging Financial Services programs
Share knowledge with people known for their world-class expertise and insight
Work with global clients, locally and internationally
A successful track record in Wholesale Banking / Capital Markets / Retail Banking / Insurance experience gained either through a top tier consultancy (e.g. Big 4, IBM, Accenture) or top tier bank or a product vendor
Demonstrated ability to manage a portfolio of clients and assignments and/or leading major assignments of business and technology advisors through all phases of the compliance solution delivery life cycle, including requirements definition, architecture design, conversion and testing
Experience of developing sales collateral such as proposal responses
Large Program management and implementation planning experience
Experience in any of the following solution areas: AML Transaction Monitoring, KYC & Customer Information Management, Sanctions, Fraud, Models & Model Validation, FIU & Investigation Support, Anti-Bribery & Corruption, Surveillance and Monitoring, Regulatory Reporting, Enterprise Compliance Reporting & Governance, Regulatory Transformation, Vendor Risk, Consumer Protection
Experience with the following solution providers is a plus: Ancoa, Apama, BWise, Datamonic, DeticaNetReveal, FircoSoft, Fiserv., IBM bpm, LexisNexis, Mantas, Marklogic, MetricStream, Nice Actimize, Norkom, Palantir, Pega, RDC, SAS, Spotfire, SWIFT, Tableau, Thomson Reuters Accelus, Wolters Kluwer, Wynyard
Desire to build / develop a career in advising our clients with improvements and industry insight in the Financial Crime area
Strong interest and commitment to understanding and developing leading edge Financial Crime Prevention solutions to our industry clients
Identifying opportunities for and securing new business, including leading proposals and bid teams
Acting as a career counsellor to a small team and being involved in the recruitment process as required
Intellectual strength / flexibility to rapidly understand complex problems and rationalize these into workable solutions which can then be delivered
Appreciation of EY’s solutions / go to market abilities and how these service client needs
Further qualifications in the Compliance area are a plus (e.g. CAMS, ICA diploma)

Emeia Financial Services Pursuit Leader Resume Examples & Samples

Take a leading role in the qualification of potential pursuits to ensure resources are focused appropriately and in alignment with the agreed upon priority clients
Lead and drive the development of the pursuit strategy by ensuring the client team fully understand the client needs and can clearly articulate the benefits of the EY solution and our value proposition
Manage the BD support team taking responsibility for all aspects of sales support provided during a pursuit. (Proposal strategy, and project manage workstreams)
Deliver or participate in training to up-skill the client and/or BD teams in pursuit best practice
Where appropriate, lead or participate in client meetings to ensure the BD function is taking a leading role in winning revenue
Conduct one to one and team coaching sessions to ensure the team fully understand the client needs, the EY solution and can clearly articulate their role, experience and credentials in a convincing, winning manner
Contribute to the engagement economics decision to ensure the appropriate pricing options are challenged and positively articulated providing the best return for the firm and value for the client
Deep understanding and experience of pursuits utilising winning sales strategies and resources
Experienceleading large teams of key stakeholders (firm leadership) in complex, cross border (global), high value sales
Coaching upwards of more senior people and history of achieving results through others
Ability to work in a collaborative team environment that may require hands on project management
Major account management experience including responsibility for client relationships, service levels, solution development and developing revenue targets
Commercially astute, able to operate at board level
Versatility in working with a European team and with knowledge of European languages is preferable, especially English

Financial Services Marketing Executive Resume Examples & Samples

Responsible for the deployment of thought leadership including the production of toolkits and distribution lists for each campaign
Support the senior manager (s) with ad-hoc activity (events and e-campaigns) when required
Liaising with key stakeholders
Support for getting content on or out through EY’s e-platforms
A minimum of 2-3 years marketing experience
Energetic, personable, team player with a flexible, “can do” attitude

Financial Services Resume Examples & Samples

Experienced tax practitioner - with Funds tax background as highlighted above
US Funds knowledge
FS industry and product knowledge preferred
Negotiation skills, able to sustain opinion and handle challenges
Team player with ability to create, sustain and lead effective teams
Client driven and strategically and commercially aware
Excellent communicator in a range of situations both written and oral
Current CPA or EA qualification / ACA / CA / Tax Inspectors with full Technical Training course / Law qualification / CTA (or breadth of knowledge equivalent to CTA); or
Masters degree in accounting or taxation (or equivalent)

Financial Services Resume Examples & Samples

Successful track record in Programme or Project Test Management gained through a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy, a top tier bank, insurer and/or a capital markets infrastructure firm (e.g. exchange, clearing house)
Proven thought leader in testing or related business transformation discipline
Managing a portfolio of clients and assignments and/or leading major assignments
Developing long-term trusted advisor relationships and managing key EY accounts
Monitoring staff availability and chargeability and supporting the development of less utilised staff
Managing assignment teams and third parties
Test management
Test strategy and planning
Business acceptance testing
Experience of SDLC
Knowledge/experience of the major tools commonly encountered during testing
Demonstrate strong leadership expertise across engagement and practice teams

Financial Services Resume Examples & Samples

Managing on-site EY teams
Relentless focus on quality
Strong leadership skills and a team mentality
Take personal responsibility for exceptional standards of delivery and management of risk

Financial Services Executive IT Advisory Resume Examples & Samples

Developing product and service offerings to FMIs
Preparing high quality client facing materials
Research and analysis to support our thought leadership
Proposal development
Implementation management
Your time will be split working at EYs London office and working directly with EY and client teams at client sites. Hence you will need to be flexible and happy to travel. Whilst many of our clients are based in Canary Wharf and the City of London, our work often takes us to overseas
Experience or exposure to FMI organisations (trading venues, CCPs, CSDs) and capital markets products; cash, ETD and OTC (IRS CDS, FX)
Good knowledge of trading, clearing and settlement (not necessarily all)
Proven capability to develop impactful presentations and contribute effectively in meeting situations with senior client stakeholders
Appreciation of the forces acting on FMI firms, i.e. the competitive landscape and tensions, regulatory impact, operating model changes etc
Understanding of FMI clients (i.e. brokers, custodians, asset managers) and their demands on FMIs
Delivering successfully in FMI or investment banking environments
Managing small to medium sized projects, ideally end to end implementations
Demonstrable experience of business or IT change (knowledge of relevant systems desirable)
Executing requirements capture
Ability to produce superior, high quality consultancy deliverables using Visio, Powerpoint, Excel and Word (Aris would also be beneficial)
Able to define a structured approach, even in the face of ambiguity
Committed, with an unrelenting drive for quality
Committed team player and collegiate nature
Excellent interpersonal skills (fluent English is required)
Ability to work effectively with demanding clients
Academic qualifications
Ideally minimum 2:1 or equivalent
Ideally from a leading university
Ideally in a business or technical discipline
Additional IT, business or finance qualifications would be beneficial but not essential

Financial Services Resume Examples & Samples

General Ledger, consolidation and EPM projects
Product accounting solution implementations
Data warehousing and data management
Finance, Risk and Treasury integration
Leading the growth of the practice via the sharing of knowledge and experience and the development of engagement tools and enablers
Developing individuals through coaching, mentoring and structured career paths
A background in Finance, Risk/Regulation or Treasury
Hands-on consulting experience at a Big 4, major systems integrator or top tier consulting firm within financial services: Banking & Capital Markets, Insurance and Re-insurance, Asset Management
SAP Insurance Finance packages (e.g. SAP Insurance Analyser)
SAP ERP
Oracle eBusiness Suite
Oracle Essbase

Financial Services Resume Examples & Samples

Ensure client satisfaction by providing timely, value-added services that meet or exceed expectation
Share knowledge and experience in the team to develop colleagues and the capability of the wider firm
A strong team mentality
Take personal responsibility for delivery

Financial Services IT Advisory Resume Examples & Samples

Support client proposals and bid team activity
Support and deliver insurance technology client assignments
Build long-term trusted advisor relationships with client staff
Build and develop insurance and technology skills
Working flexibly within the team to support the achievement of common goals
Strong consulting skills
Industry focus in our or several of our insurance markets
Core general insurance processing system (Claims, policy admin, billing)
Core Life systems
WRAP platforms
Underwriting tools
Business process management technology , method and tools
Digital technologies customer journey
Ambition to build / develop a career in advising Insurance clients
Strong interest and commitment to developing and delivering leading edge solutions to industry clients
The potential to develop strong client relationships
The intellectual strength / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered
Ability to develop and deliver high quality output against stated project objectives and meet tight deadlines
High level of drive, commitment to achieving solutions, and ability to work under pressure
Ability to develop impactful written presentations and participate effectively in meetings with senior clients

Financial Services Resume Examples & Samples

Operationalising strategy – picking up following exit of strategy houses to operationalise the strategic ambitions through a measureable series of initiatives
Consulting experience in the delivery of regulatory initiatives; RDR, Auto-enrolment, remediation, Section 166 requirements
Or consulting/business experience in the customer space; Direct to consumer offerings and technologies; customer analytics and segmentation, persistency or retention initiatives, migration and reregistration of assets
Business transformation from organisational design, transition planning and implementation
Operating Model design and planning activity
Cost reduction initiatives
Operational Improvement
Business process optimisation
Programme Management
System implementation

Financial Services Operations Advisory Resume Examples & Samples

Ambition to build / develop a career in advising asset management clients
Strong interest and commitment to developing and delivering leading edge solutions to asset management industry clients
Shows potential to develop strong client relationships
Intellectual strength / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered
Team player who openly supports, encourages and shares knowledge with colleagues
Flexibility to travel to, and work in, other locations is essential
Understanding of asset management functions and processes in Operations and inter-relationships with Front Office, Service Providers
Experience of one or more asset management applications and understanding of overall software development lifecycle would be advantageous
Operations change management / transformation experience, including an understanding of IT, spanning some / all of the following areas
Operating Model Design - Target Operating Model, Business Operating Model, Organisational Design, Functional Architecture, Locational Model, Application Architecture, Sourcing Models, Onshoring / Offshoring, Insourcing / Outsourcing
Process Improvement - Business Process Re-engineering (BPR), Business Process Transformation, Workflow, Exception Processing, Process Control Review and Design, Six Sigma, Lean, Process Modelling, Process Mapping, Process Flow Definition & Design,
Business Requirements Definition - Functional Requirements Definition, Use Case Definition, System / Package Requirements Definition, Business Analysis, Vendor Selection
Data Architecture, Data Quality and Data Governance Process Review / Design
Business Case Design – Cost / Benefit Analysis, Numeric Analysis, Scenario Analysis
Roadmap Design – Project / Programme Planning, Estimation, Prioritisation

Financial Services Executive, Risk Advisory Resume Examples & Samples

Research the latest UK and international regulatory developments and our clients' response
Maintain an educational programme to continually develop personal skills
Able to work effectively in teams
Strong academic background including a Bachelor's degree in Finance, Economics, Accounting, Engineering or a related field
An Accounting, risk management or similar professional qualification may be an advantage
Experience in or exposure to the following is desirable: Working at the regulator on prudential matters
Regulatory reporting within a regulated institution
RRP
Credit risk management
Market risk management
Asset and liability management
Banking or asset management industry and products
"Self starter" with proactive approach
Previous consulting experience would be ideal, but is not essential

Financial Services Resume Examples & Samples

Take responsibility for contributing to the smooth delivery of solutions to clients
Effectively manage the audit process with appropriate consideration of risk and regulations
Demonstrate strong commercial awareness consisting of the latest industry knowledge and trends
Work in high performing teams made up from across the FSO assurance space and beyond
Identify areas requiring improvement in the clients business processes and possible recommendations, preparing and delivering the Management Letter

Financial Services Executive Resume Examples & Samples

Manage to completion the technical delivery and reporting for projects for which you are the coordinator
Interact with clients during and at final stages of projects
Contribute to projects as a topic / subject matter specialist (if not acting as coordinator)
Play your part in the development of intellectual property to support sales-oriented client interaction; and
Grow your own client-site network of contacts
As a counsellor yourself, you will attend and participate in the review committees reviewing the overall performance of the team
Play a role in team administration tasks - such as feedback, counselling, finance, recruitment, learning, etc

Financial Services Resume Examples & Samples

Support the account teams for key audit accounts
Support the client teams and enhance the service levels provided, while minimising the proportion of non-technical time spent by the senior team on engagement management
Experience of working in a similar support function
Experience of coordinating or managing a project or account
Strong administration skills
Strong organisational skills

Financial Services Resume Examples & Samples

ATT, CTA or equivalent qualification (or breadth of knowledge equivalent to)
Expatriate Tax experience in UK & US tax jurisdictions
LI-MANUAL-POST-JOB*

Financial Services Executive, Life Actuarial Resume Examples & Samples

Liability Valuation & Reserving
Capital and Risk Management
Mergers & Acquisition Advice
Economic Value Management
Customer Analytics
Pension Liability and accrual valuation
Experience in business development
Participate in Actuarial engagements
Contribute to people initiatives, including recruiting, retaining and training actuarial professionals Maintain an educational program to continually develop personal skills
Able to manage and work effectively in teams

Financial Services Resume Examples & Samples

Preparing accurate assurance documentation for review
Responsibility for nominated audit area(s) and/or delivery and completion of smaller clients
Study for ACCA and demonstrate technical/financial knowledge and skills gained
Develop an effective working relationship with client staff
Be proactive about own learning and development

Financial Services Enterprise Intelligence Manager Resume Examples & Samples

A university degree, preferably in computer science, engineering, business and information or similar, with a minimum of a 2:1 (or equivalent), and ideally an MBA or MSc
Relevant technical and delivery experience within, or working as a consultant/advisor to, a financial services organisation
Experience with range of data tools, for example: SAS, Teradata, AbInitio, MarkLogic, Spotfire, Tablaue, Claudera, Informatica, Qlikview

Financial Services Human Capital Resume Examples & Samples

Assisting in winning work by proactively managing existing clients, and contributing to winning new clients
Managing the successful delivery of projects, ensuring technical excellence and a practical/business driven approach is taken
Contributing to successfully extracting maximum value for both EY and clients from the services delivered; and

Student Financial Services Systems Specialist Resume Examples & Samples

Devise, assist and offer guidance to administration in implementing policies and procedures to maintain data availability, integrity, data sanitization, data lifecycle management and compliance, including but not limited to: Appointment PLUS, DocuWare, ECSI, ELM, LincDoc, Communication Management, Web Advisor and Business Objects
Responsible for management of Student Aid Internet Gateway (SAIG) mailbox and file transmissions including but not limited to: ISIRS, Entrance & Exit Counseling Interviews, MPNs, export and import of both Pell and Direct Loan record origination and disbursement files; create and generate ongoing error reports to ensure data integrity
Manage origination and disbursement for all Federal and State financial aid programs; Identify, track and resolve COD rejects pertaining to Direct Loans and Pell Grants; ensure propriety of all information and the development and implementation of effective borrower communications and default management tools
Responsible for identifying business and data challenges, finding opportunities to streamline existing technical procedures and identifying ways in which technology can leverage the strategy of the department, assisting in the implementation and support of information technology solutions
Ensure Federal, State, and other financial aid drawdowns are performed in a timely and accurate manner; manage inbound and outbound file transmissions relating to student financial service data; work closely with the business office and controller to properly post Financial Aid awards to student accounts
Assist in planning , developing and implement best practice solutions and re-engineer business process designs while simultaneously managing several projects to measure scope, scheduling, and cost to maximize effectiveness
Participate in or manage special project teams at the discretion of the Deputy Director, related to improving overall efficiencies of delivering information services
Ensure proper user access and security of Colleague and Web Advisor databases; generate and export Perkins loan files to ECSI and import response files accurately and timely
3-5 years of experience working with ERP Student Information Systems, with strong preference given to Ellucian Colleague experts
Knowledge of Federal and State financial regulations and external financial aid management systems (COD, NSLDS, ELM, SAIG and TD Client, etc.)
Excellent analytical, organizational, communication and technical skills
Ability to work collaboratively with members of Pratt’s Information Technology area and entire Pratt community
Advanced knowledge of MS Windows, MS Office, MS Visio and MS Project

Financial Services Coordinator Resume Examples & Samples

Provide customer satisfaction excellence
Ensure customers experience a professional/courteous branch visit
Provide high quality support to Financial Service Manager/Sales Specialist teams
Schedule/monitor appointments; direct walk-in customer, telephone, fax, referral & mail traffic
Apply sales principles & techniques
Identify sales opportunities & refer likely clients to BMO Group of Companies for other new business
Provide sales administrative support to Community Market Team Sales Team for personal lending/investment/G/L suspense account activities
Partner with Service Team to achieve National Svc Standards
Use formal & informal opportunities to coach & be coached
Contribute as integral member of the team to achieve Community goals

Financial Services Resume Examples & Samples

CPA is required
Knowledge of US GAAP and auditing practices
Experience in consolidation procedures preferred
Planning and organizational skills are a must

Financial Services Resume Examples & Samples

Display the ability to lead audits
Display knowledge of the pensions or insurance sector
Be a qualified accountant (ACA or equivelant)

Financial Services Resume Examples & Samples

Sound knowledge and experience of leading audits within the pensions sector
Sound knowledge and the ability to advise clients on IFRS and / or UKGAAP regulations with a Financial Services setting
Understanding of GAM and GAMX

International Financial Services Banker Resume Examples & Samples

Proficient in French and Arabic
Knowledge of Global markets, especially European and Middle Eastern regions
Must have or obtain (within first 90 days) Series 7, 66,Life & Health
Bachelors degree in finance, business or a related field is preferred
At least two years sales experience in the financial services industry and heavy customer contact is strongly recommended
Strong knowledge of bank or investment products and procedures
PC skills such as MicrosoftOutlook, Word and Excel are required

Financial Services Resume Examples & Samples

Assisting in developing client relationships with the Partner team - leading on particurlary jobs
Review of work prepared by more junior staff
Strong technical skills and keen to develop further
Professional qualification: ACA/ACCA/ATT/CTA or
Ideally Financial Services experience but if not, a strong, solid experience in a Corporate Tax Advisory role

Financial Services Resume Examples & Samples

Managing the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken
Providing insightful, industry specific advice to clients on a range of operational tax issues including FATCA, QI and UK domestic operational taxes
Building relationships both within the firm and externally with clients, identifying opportunities and managing expectations; and
Experience in an FS tax environment and a thorough understanding of operational tax issues

South East Asia Financial Services Resume Examples & Samples

Ensuring internal clients and staff are informed of relevant legal and regulatory developments and their implications, particularly as relates to financial services
Liaising with internal clients, outside legal counsel and staff to manage legal risk, including contractual negotiations, local licensing and regulatory issues and compliance with relevant laws
Resolving issues relating to suitability of transactions and external clients, franchise protection and sound management of conflicts of interests
Advising on Investment Banking transactions (capital markets, advisory and M&A), and providing advice to the Firm’s Sales and Trading and Wealth Management divisions
Assisting with training and preparation of procedures/policies
Engaging with colleagues in other regions (e.g. EMEA and U.S.) to ensure consistent practices across the Firm; and
Participating in industry working groups. *LI-JG1
Financial Services / Capital Markets / Corporate lawyer with approximately 5+ years post qualification experience with a reputable international or Singapore law firm, or in-house at an international investment bank
Excellent communication and team skills
International and South East Asia experience in financial markets/capital markets transactions and related documentation and regulatory aspects
Strong legal background in financial services regulations is preferred
Working knowledge of US securities law is preferred
Knowledge of derivatives is preferred
Fluency in a South East Asian language will be an added advantage

Financial Services Resume Examples & Samples

An understanding of what an audit and some previous audit experience OR an accountancy background preferred
Strong motivation to study towards the ACCA qualification
Task management skills
Questioning and listening skills
IT skills
Strong communicating skills
Team working skill
GCSE/Standard Grade or equivalent: 6 grade C's or above, including English Language & Maths
A levels/Highers or equivalent : 220 UCAS points

Financial Services Resume Examples & Samples

Strategy planning and PMO for implementation
Establish TTOC as a governance and enablement channel for FSO Tax P/D group which will include
Management of bi-weekly TTOC meetings with key stakeholders and CoE
Development and delivery of communications plan to increase business awareness
Management of CoE/TTOC Sharepoint site
PMO across the program of client tax enablement initiatives under development under TTOC oversight. Supporting execution from concept to build to client delivery
Operational oversight for CoE and Champions network
Preparing regular communications of market wins and events
PMO to high priority initiatives across the EMEIA Tax community
Support EMEIA BD with campaign and sales initiatives for IT Enablement

Financial Services Resume Examples & Samples

Managing the successful delivery of tax projects, ensuring technical excellence and a practical/business driven approach
Managing the end to end process for the clients in your compliance & reporting portfolio, which will include opportunity identification right through to delivery and billing
Working with a wide range of junior technical staff both in our UK and Indian teams
Managing upwards
Providing insightful, industry specific advice to clients on a range of tax issues
Building relationships both within the firm and externally with clients,
Identifying opportunities; and
Experience in an FS tax environment (preferred)
A thorough understanding of UK direct tax issues
Experience of working in a compliance and reporting environment, focusing on one or both of UK Corporation Tax and UK Partnerships
Tax audit experience
Project management experience
A commitment to deliver results
A desire to take on responsibility; and

Financial Services Resume Examples & Samples

Involvement in the successful delivery of XBRL and iXBRL projects, ensuring technical excellence and a practical/business driven approach
Involvement in the end to end process for the clients in your portfolio, which will include opportunity identification right through to delivery and billing
Being the day to day contact for the clients and client handlers in your portfolio
Providing insightful, industry specific advice to clients on a range of electronic data reporting issues
The ability to manage projects with numerous deliverables and a number of different stakeholders
Ideally an understanding of UK financial reporting, including UKGAAP, IFRS and the new GAAPS coming in from 2015
A commitment to deliver results; and
A desire to take on responsibility

Financial Services Resume Examples & Samples

Engage in further leadership roles within Insurance Assurance
Strong interest and commitment to understanding and developing leading edge extended assurance solutions to the Insurance industry clients
Experience - Significant post qualification experience (Big 4 preferred)
Qualification - Internationally recognised qualification i.e. CA, ACCA, CPA or equivalent

Financial Services Coordinator Resume Examples & Samples

Passion for helping customers
Sales and service oriented with a demonstrated ability to proactively listen, identify sales opportunities and solve problems
Solid multitasking skills

Marketing Analytics Analyst Financial Services Resume Examples & Samples

Marketing & Channel Analysis
Pricing Analysis
Risk / Reward analysis
Propensity & response modeling
Excel or SAS-based Financial / NPV modeling

Emeia FSO Financial Services Key Account Director Resume Examples & Samples

Related work experience, ideally, in financial or professional services organisation, audit experience a plus
Demonstrable ability to facilitate the identification and shaping of opportunities across Service Lines
Fluency in business English is required
Professional, confident and outgoing
Confidence to network with clients and host events
Genuine account management capabilities
A robust and resilient disposition
Ability to function as part of a team
Organised and self-disciplined
Calm and capable - able to juggle conflicting demands on time and prioritise effectively
High degree of accuracy

Financial Services Audit Partner Resume Examples & Samples

Overseeing all aspects of audit, review, and/or compilation engagements for the financial service client base
Consulting with clients on business issues
Continuing to bring in new business
Building out existing business
10+ years of Middle Market CPA firm experience
Transferable book of business

Financial Services Audit Senior Resume Examples & Samples

Financial statement audits, reviews and compilations within the real estate sector
Real estate private equity and fair value reporting
Audit engagements from start to finish
Audit of the balance sheet and income statements for the companies and Involvement with the evaluation of internal controls
4+ years of experience in a quality public accounting firm
Experience managing audits, reviews and compilations in financial services industries and for private equity clients
Broker Dealer experience

Financial Services Audit Senior Resume Examples & Samples

Advise clients on various economic and legal risks in their given industry, applying GAAP and GAAS consistently
Analyze generally accepted alternative accounting procedures
Draft potentially complex financial statements and disclosures
Document, validate, test and assess various control systems
Train and supervise associates
CPA Firm experience
Experience auditing in Financial Services (hedge funds, broker dealers or private equity)
Solid GAAP and GAAS knowledge

Financial Services Assistant, Mmo Rppc Nhc Resume Examples & Samples

Fair understanding of the specific process / products
Experience in handling process and / or customer request/queries is preferred
Good interpersonal skill and teamwork spirit

Financial Services Resume Examples & Samples

Lead and manage ITRA engagements
Manage financial aspects of client engagements and communicate significant issues, fees, and estimates to complete to partners and clients
Build strong internal relationships within both our Advisory and Assurance practices
Be seen as a subject matter resource in the Banking industry as it relates to ITRA services and assurance and attestation methodologies
Contribute to people initiatives including recruiting, retaining and training ITRA professionals
IT Risk & Assurance
IT external audit support including Financial audit IT integration
IT internal audit
Third party reporting, e.g. SOC1, AAF 01/06, SOC2
IT Risk framework development or execution
IT Controls design and/ or assessment
Experience of the IT elements of regulatory reviews (e.g S166, client money, Sarbanes Oxley 404, Solvency II or Basel II)
IT elements of Supplier Risk Management
IT programme governance and Control
Automated, application and IT dependent business controls

Financial Services Resume Examples & Samples

Manager client engagements and internal projects
Work effectively as a team member sharing responsibility, providing support, maintaining communication, and updating senior team members on progress
Preparing reports and schedules that will be delivered to clients and other parties
Identify and escalate potential business opportunities for EY
Manage, coach and support associate team members on your assignments
Contribute to people initiatives including recruiting and retaining ITRA professionals

Financial Services Resume Examples & Samples

Good stakeholder management of senior client personnel
Assist in the execution and day to day leadership of a portfolio of client projects
Monitor and manage client engagement budgets
Coach and support associate team members on your assignments
IT Assurance and IT Risk
IT programme governance and Controls

Financial Services Coordinator Resume Examples & Samples

Proficient level knowledge of:Everyday Banking, Investments, Self-Management & Teamwork
Functional level knowledge of:Relationship Sales & Management, Personal Lending
Introductory level knowledge of:Trust Services, Commercial Lending, and Commercial Cash Management

Head of Audit Financial Services Resume Examples & Samples

Continue to develop and strengthen the internal audit plan and to assess key risks for the future
To provide updates to the audit committee and wider risk & compliance teams
Be a regulatory expert able to advise the business on any changes
Mentoring more junior staff, contributing to their development as well as advising senior staff, promoting managerial excellence
Conduct ad hoc tasks / projects
Degree Qualification in relevant discipline + any post graduate qualifications
Strong knowledge of the Banking industry from an Audit / Risk background
Experienced people leader with the ability to develop and engage a large team

Financial Services Transactions & Treasury Resume Examples & Samples

Considerable relevant tax experience either within the asset management industry, a Big-4 accounting firm, law firm or similar
High-level of familiarity with the asset management industry in general and private equity in particular is a requirement
Significant technical tax expertise
Excellent relationship management skills with the ability to manage client expectations

Financial Services Acca Trainee Pensions Audit Resume Examples & Samples

Gaining an in depth understanding of the audit process to develop knowledge
Complete work allocated by direct supervisor within agreed budget and deadlines
Gain understanding of client/business issues, e.g. by using the firm's knowledge resources
Gather and analyse data, and perform detailed audit testing
Seek opportunities to expand and share knowledge
Keep direct supervisor up to date with progress/issues
Seek feedback on personal performance and areas for improvement
Degree 2.1 or above, or suitable previous work experience in a professional role

Metrics Analyst, Business Financial Services Resume Examples & Samples

Produce various routine reports, covering volumes, capacity, productivity and cycle times for BFS Operations, gathering information from various sources / partners
Recommend / add new content to reporting as appropriate based on emerging trends and areas of concern
Monitor and report on trends
Create operational reporting to support transformational initiatives such as EPM, CPO and Regional Servicing Centres to ensure they are achieving success criteria
Develop analytically based presentations for Senior Management
Develop ad hoc analyses, presenting insights to Senior Management
Work closely with BFS Operations cross functional partners in providing analytics to support decision-making
Independently support the Transformation and Productivity team by satisfying reporting and analytic requests of other departments within BFS Operations (e.g. Both Montreal and Toronto BSC)
Strong computer skills, particularly in PowerPoint, Excel, Access and SQL Query
An understanding of Business Operations
Strong organizational abilities
Innovation, creativity
Ability to self-motivate and to motivate others
LI-IB1

Financial Services Transaction & Treasury Resume Examples & Samples

Relevant tax experience gained within a Big-4 accounting firm or law firm and within the asset management industry
Familiarity with the asset management industry in general and private equity in particular is a requirement
Creation of infrastructure debt funds
Reviewing and carrying out due diligence on the acquisition of interests in foreign managed funds
Reviewing product performance and cash flow models
Briefing external tax and legal advisers and obtaining relevant opinions
Review of company and trust tax returns
Ensuring FATCA compliance for products
Monitoring developments in tax law and advising clients of any business impact
An ability to work to tight deal deadlines
Pragmatism and the ability to solve problems creatively
Results orientation and a willingness to take on responsibility

Data Analytics Director, Financial Services Resume Examples & Samples

Leading client delivery, including managing risk to the business and ensure the project team produce the required high standard of deliverables
Managing the end to end sales lifecycle to identify opportunities and sell engagements in to target clients
Meeting a yearly sales target (circa £1.5m), selling data services
Driving team performance and team operations
Planning, shaping and leading new data propositions to exploit opportunities in the market
Building and maintaining senior relationships both internally within the PwC network and externally with clients and target clients
Support recruitment activity to grow the ARCA team and ensure we hire the best talent available in the marketplace
Understanding and experience of the technical disciplines and technology that underpins data analytics work (e.g. such as SQL, SAS, Qlikview, Tableau)
Excellence in programme management and client delivery
Selling profitable work and to manage projects to maintain expected margins
Substantial experience of working with or in the UK Financial Services industry
Understanding relevant Financial Services regulation (e.g. BCBS, CRD IV, MIFID, EMIR, AML, insider trading, fraud)
Track record of successful contract negotiations, considering risk, quality and profitability
Ability to meet sales targets, whilst maintaining expected levels of profitability and margin
Ability to identify, qualify and develop opportunities for new work
Ability to build relationships at senior levels both internally and externally and use these to open up new opportunities and accounts for our services
Ability to develop new ideas into structured, deliverable proposals and projects
Track record of leading project delivery and project teams including ability to meet deadlines, overcome challenges, manage stakeholder expectations and produce project deliverables
Ability to identify and address client needs, including developing and sustaining meaningful client relationships and understand the client’s business
Strong analytical and problem solving capabilities
Excellent stakeholder management and interpersonal skills
Excellent presentation and report writing skills
Desire to work in an exciting, yet rapidly changing environment
Understanding of statistical analytics methods and the ability to apply these in the correct circumstances
Data modelling and /or data architecture experience
Experience of business analysis tasks and approaches

Financial Services Regulation Resume Examples & Samples

Being a member of a team and/or team leader on large and small engagements - working as part of a project team on client sites and day-to-day liaison with clients
Supporting technical analysis and developing an area of specialism where you will become the 'subject matter expert'
Working with delivery teams to develop and implement the key elements of a client’s enterprise and operational risk management frameworks. Candidates should have a working understanding of the main framework elements of an operational risk approach in an insurance entity
Educated to degree level with further accountancy or other professional qualifications (ACA, CIMA, CCA or equivalent) a bonus
Prior knowledge and experience of insurance sector, including a strong understanding of risk and capital management processes and procedures
Insurance or other FS regulation experience,
Strong client handling and relationship management skills are essential as well as experience in project management
Experience of problem solving and being able to implement and deliver solutions tailored to a client’s needs
We may consider individuals who do not have insurance specific knowledge but who have broader Financial Services (FS) knowledge as there would be an appreciation for wider regulatory experience
Previous experience in a role auditing or supervising insurance companies would be particularly relevant
An ability to understand, interpret and communicate complex regulation, especially where it relates to regulatory expectation over risk management
Experience of regulatory capital,
Project assurance and project management
Experience in conduct and compliance issues faced by life and general insurers
Designing and reviewing regulatory disclosures and market reporting
Experience with risk management frameworks and governance
Understanding finance and risk process and controls
Specialist Solvency II insurance regulatory knowledge supporting the above and ability to apply it in partnership with tax, actuarial and restructuring specialists

Financial Services Regulation Resume Examples & Samples

Identifying and documenting key systems and controls for demonstrating compliance with applicable regulations
Preparing regulatory analysis and reports
Technical research, supporting the responses to consultation papers from relevant regulatory bodies,
Supporting senior team members through the development of marketing and sales activities and continuous client contact programmes with senior client staff
Relationship building and networking with clients and internally across PwC
Providing input to the debate on development and application of policy, participating in PwC’s Thought Leadership
Educated to degree level coupled with further accountancy or other professional qualifications (ACA, CIMA, CCA or equivalent)
An ability to understand, interpret and communicate complex regulation

Executive Banking Financial Services Resume Examples & Samples

Postgraduate accounting qualification, CA or CPA
2-4 years of relevant post qualification experience with a strong focus on the technical / specialist skills mentioned above
Prior experience in Consolidation / Reconcilliations / Financial Statement Preparation & IFRS exposure is a key preference
Willing to work in shifts

Avp, Audit Energy Financial Services Resume Examples & Samples

This role will contribute to the risk assessment, planning and execution for legal entity governance reporting, and other regulatory compliance audits within the areas of EFS Audit for GE Capital Audit in accordance with the established GE Capital Audit methodology and professional auditing standards
Delivery of services in accordance with the Department's policies and procedures
Partnering with the Department's business, products, and functional audit teams such as: Compliance, Risk, IT, etc., as needed
Bachelor's degree and minimum of 4 years of experience; or High School/GED and 8 years relevant experience
Understanding of the relevant regulatory requirements for the subject areas and past experience working with regulatory bodies (e.g., Fed, OCC, etc.)
Must be willing to travel up to 50% of the time
Understanding of industry leading practices within the subject areas and the ability to apply them within the GEC organization
Ability to challenge the business (including assumptions made) and influence positive change in the organization
Ability to build strong, trusting relationships with senior business stakeholders
Ability to deliver internal audit's point-of-view with respect to the subject areas
Possess strong project management skills, make sound decisions, and exhibit initiative and intuitive thinking; and

Client Partner, Financial Services Resume Examples & Samples

Help define Facebook's overall approach and focus in the vertical
Identify and prioritize business opportunities
Prospect and penetrate large organizations to obtain branded advertising
Create persuasive sales presentations using market trends, case studies and Facebook network solutions
Analyze campaign performance statistics and recommend optimized media solutions
Exceed sales, pricing and yield goals for yourself and your team
Identify training opportunities for the team and tools that would enhance sales team performance, effectiveness and client engagement
Have a strong pulse on cross-vertical challenges with campaigns, products and processes and help identify scalable solutions on behalf of the vertical
Partner with product teams and all cross-functional teams to act as point of contact and deliver collected and consolidated information that prioritizes customer requests
Hone in on vertical trends and opportunities in order to craft business cases that support any new requests and/or changes that alter product vision/roadmap

Business Lead, Financial Services Resume Examples & Samples

Increase the effectiveness of the team by recognizing opportunities for new approaches
Develop and implement best practices for client interaction, sales and services for Facebook, including a good understanding of working with advertisers and agencies
Build, train and maintain a high performing team

Client Partner, Brand, Financial Services Resume Examples & Samples

Develop vision, strategy and account plan(s) for long-term client partnerships
Build strong relationships with clients (including senior leadership), and with the media and social agencies who support them, to facilitate collaboration on marketing strategies and initiatives so that Facebook is seen as a key strategic partner, and core to their marketing plans
Identify, lead and execute business opportunities that drive short and long term revenue, developing objectives, performing forecast management, and exceeding quotas while driving significant revenue
Partner with other vertical teams on structuring and executing operational and strategic initiatives - developing work plans, synthesizing market related data, leading analysis and defining the overall business approach to Facebook’s success in the Vertical
Provide strategic thought leadership to cross-functional partners and rally them on behalf of clients to develop the tools and products necessary to drive their businesses
Develop metrics to measure the growth and performance of the sales team, and provide reports as needed
Lead strategic, solution-based selling efforts by leveraging vertical expertise, Facebook knowledge, market trends and deep knowledge of your clients
Provide best-in-class customer service and partnership, including recommendations, analysis and proactive solutions

Financial Services Resume Examples & Samples

What we are looking for
Future leaders of our team who have significant technical accounting and transaction experience
Candidates that can contribute on a proactive basis to the leadership of our group by designing and executing specific components of our market strategy
Candidates that can think creatively to identify efficient and effective solutions to issues and deliver these solutions to our clients
Individuals that can work on a collaborative basis across our practice to create relevant and insightful Thought Leadership through publications, external seminars and industry groups
Individuals who can build and maintain a network of key relationships amongst executive management at our key clients; consistently delivering excellent client service
Candidates that have experience of leading teams, coordinating the teams in which they operate and providing coaching and relevant career progression opportunities to junior team members
Candidates with experience of managing budgets and assessing the performance and efficiency of a project against targets
Experience of working with or for a financial services company or evidence of an existing network of client contracts across the industry would be beneficial
Take responsibility for all aspects of service delivery for a variety of high profile transactions
Apply your knowledge of technical accounting to develop solutions for EY to market to their clients
Develop Thought Leadership and other marketing materials in relation to emerging hot topics and engage in workshops with our clients to discuss the implications of these topics
Take responsibility for reporting project status and potential engagement issues directly to senior management at the client and the EY Partner group
Apply your industry knowledge and use your expertise in transaction structuring to coach junior team members and ensure engagements are delivered in compliance with accepted industry standards
Degree qualified ideally with a 2:1 or equivalent
Professional qualification (such as ACA or equivalent)
Post-qualified experience working with Financial Services companies either in practice or in a technical accounting function in industry
Specific practical experience of working on transactions
Specific practical experience of regulatory topics is beneficial

Psl-financial Services Resume Examples & Samples

Deliver core content (ie legal practical guidance materials) for Financial Services practitioners based on customer need
Develop new content and maintain existing content to a high standard technically and editorially
Adhere to a defined practice area approach across LexisNexis
Meet with customers as appropriate to receive feedback and to keep up to date with their needs
Support the sales and marketing function for delivery of Lexis®PSL to market
Maintain and develop own knowledge base and expertise ensuring that ‘being the expert our customers would pay to spend time with’ comes to life
Network and collaborate with the wider business to share and access existing content and to identify new business opportunities
Collaborate with the Lexis®PSL team at large supporting best practice development ie sharing of expertise and identification of potential business/product opportunities
Work on other projects as and when required

Financial Services Account Chief Technologist Resume Examples & Samples

Seeking an Account Chief Technology Officer to be a strategic member of the global account team, providing broad technical thought leadership around the HP portfolio, providing innovative and strategic ideas to the account team and customer, leveraging your knowledge of the Financial Services Industry and the common solution stacks used by customers in this vertical to address customer IT and business needs
The primary objective of this role is to be a key influencer to the customer, changing their IT vendor perceptions and preferences in favor of HP to establish an immediate and long term relationship with IT and the customer's business executives as the trusted advisor
You will focus on the customer's business challenges and goals, engaging early and proactively with the customer to position HP and HP partner solutions in the problem and solution definition phases of the solution life cycle. This will enable HP and the customer to have a holistic, co-created, innovative proposal which should increase the likelihood of a sole source HP solution and / or service that leads to sustainable share of wallet growth
You will need to establish and maintain key relationships with the customer's Chief Architect, their CIO / CTO, and their business unit executives, while leveraging internal relationships with HP Labs, HP Business Units, other HP entities and HP partners
You should be the recognized authority internally and externally on leading-edge technologies, solutions, theories, and techniques, with a proven track record of providing innovative solutions to complex and sensitive business and technological challenges
You will champion large transformation projects that affect the customers’ long-range goals and objectives to ensure that expectations are correctly set up front so that HP can achieve or exceed customer expectations upon delivery
You will also provide mentoring and guidance to BU specialty sales, presales and solution architects that support the account so that everyone is up-to-date and in sync
You are expected to share your experiences and expertise with others inside of HP
You are expected to provide thought leadership and innovative ideas and approaches to addressing the customer's needs
Meet or exceed your business revenue and margin metrics
Meet or exceed customer expectations
Maintain awareness of key Healthcare industry solutions and trends
Review trends, processes, and technologies etc. that become available then translate how they can be leveraged to address customer issues or goals
Document and share ideas across the account, complying with firewalled or NDA requirements
Develop thought leadership presentations/white papers to be distributed across the account
Share findings with broader HP Chief Technology Offers and Architects and the offices of the CTO (accounts, industry and BU's) ensuring an understanding of the realities of the marketplace and the customer
Ensure that expectations are correctly set/ managed and HP can deliver what has been promised
Identify, qualify and direct the appropriate sales teams to your identified opportunities to expand HP's footprint and revenue within the account
Bring experts into the account from HP and partners as appropriate
Be fiscally responsible
Undergraduate or Graduate degree required
15+ years of related experience
15+ years’ experience in IT, consulting, software development, solution architecture and / or sales experience
Demonstrated, sustained, results achievement
Excellent follow-through
Ability to qualify and coach sales teams on deals
Expert knowledge of emerging industry trends
At least four years of FSI industry knowledge
Expert domain knowledge across the pan-HP portfolio
Effectively collaborate; build relationships; and influence team members to work towards common objectives across functions and groups
Routinely exercise independent judgment in developing methods, techniques and criteria for achieving objectives
Handle multi-disciplinary decisions and issues beyond the bounds of the assigned engagement but within compliance of HP standards of business conduct
Regularly make strategic decisions
Be recognized as a valued resource for consultation by executive management
Demonstrate seasoned judgment in client business matters
Provide thought leadership and innovative solutions to address customer requirements and to differentiate HP from the competition

Financial Services Account Specialist Resume Examples & Samples

University or Bachelor's degree preferred
Demonstrated achievement of progressively higher quota, diversity of business customer and higher level customer interface
Detailed knowledge of key customer types or customers on given products
Typically 3-5 years of experience in specialty sales
In depth knowledge about product, service, solution and differentiators between own offerings and what competitor's offerings
Applies specialized technical product/service/ solution knowledge in working with account teams to screen and prioritize multiple leads for feasibility
Use knowledge in specialty, and consultative selling skills, to proactively help customers with making IT business decisions
Assesses solution feasibility from a technical and business perspective to determine "qualify-in"/"qualify-out" status
Solid communication and presentation skills within IT at the manager level
Product demonstration, customer training, product installation skills. (for product specialty roles)
Conceptualizes and articulates well-targeted solutions in area of specialty - product, service, solution -- from proposal to contract sign-off
Have enough knowledge about a product, service or solution to be able to qualify a deal
Negotiation of profitable deals so that HP can expand opportunities based on existing business and increase footprint and revenue
Opportunity prospecting as related to specialty area and in expanding existing client business, in order to generate leads/referrals to account team
Maintain knowledge of industry trends, associated solutions, and key partner/ISV solutions
Regular use of Siebel updating deal profile and forecasting accurately

Financial Services Channel Development Manager Resume Examples & Samples

Achievement of sales and profitability KPI’s. Win named accounts in the channel and distribution sectors and demonstrate successful implementation and growth
To produce business forecasts as required by your manager
To manage and control all customer / Dell satisfaction issues in line with company guidelines, ensuring that any customer issues are swiftly and professionally resolved
Strong knowledge of the IT industry and channel and distributor markets
Can plan & prioritize tasks to ensure commitments are met in agreed timescales
Influencing multiple stakeholders

Financial Services Account Manager Resume Examples & Samples

Achievement of sales and profitability KPI’s. Increase volume and consequently penetration of leasing in Dell
Establish credibility in the division and display knowledge and empathy with the Dell sales team/management. Work with Dell management to agree appropriate strategies penetration rates, incentives and training requirements in order to drive business growth
To coach, train and develop Dell Internal and External sales executives to the standards set by DFS
To be fully aware of and part owner in carrying out all divisional goals including margin, revenue, call behavior etc
To meet and review performance levels with each Dell team leader/management ensuring objectives are set and agreed
Proven track record of achievement in a dynamic, target driven environment
Strong knowledge of financial products e.g. loans, financial and operating leases
Strong knowledge of the IT industry and UK market
CIO & CFO level negotiating and solution selling skills
Account Management skills - can demonstrate an ability to develop business relationships and handle complex deals and structures
Experience of using a CRM tool

Financial Services Partner Development Manager Resume Examples & Samples

Achievement of targeted DFS volume and Channel mix within the targeted Partners/segments
Build close relationships with Dell PDM’s and ensure DFS value contribution and objectives will be integrated in the Dell Partner Account Plan
Build and maintain strong relationships with the Management team and sales organizations of your targeted Partners and make DFS a preferred financing partner
Deploy all relevant sales and marketing tools
Lead generation for DFS AE’s and ISR’s within the assigned and targeted partners
Participate in Quarterly Business Reviews and prepare and present DFS results, objectives and key initiatives and actions
Participate in all relevant PDM meetings to represent, promote and drive DFS
Train, support, motivate and push PDM’s, CAM’s and sales representatives of your Partners to promote and sell DFS
Work with Dell Channel management to agree appropriate strategies penetration rates, incentives and training requirements in order to drive business growth
To provide feedback to pricing, marketing and product development about DFS competitive positioning, trends, new requirements and new opportunities
A successful track record and at least 5 years of experience in selling products and solutions via channel partners
CEO & CFO level negotiating and solution selling skills
Business acumen – Ability to understand the sales process, roles and responsibilities of the interrelated functions of the business, and the competitive environment; can read, report, evaluate and react to metrics & measurements
Fluent German and English language skills (written and spoken) are mandatory

Operational Risk-financial Services Resume Examples & Samples

Project manage and oversee the implementation of the operational risk tools across the Bank
Design, build and implement robust tools for the monitoring of operational risk across the Bank, spanning diverse business lines and geographies
Collate and validate internal operational risk event data, providing analysis of same and using information to back-test the risk register
Review and disseminate external operational loss event data, providing analysis of same and assisting the business lines consider the relevance and lessons learned
Consolidate key risks into a central risk register, providing analysis on information provided therein
Monitor and report performance versus operational risk appetite statements
Act as an ambassador for operational risk within business lines, providing training & awareness sessions and on-going support as necessary
Continuous improvement of operational risk tools, as well as active involvement in other projects as required
Accountancy qualification (ACA, ACCA, CIMA or equivalent)
Minimum 3 years' experience in an Audit or Risk environment
Proven track record of developing and implementing operational risk tools in a financial services environment
Experience in risk reporting, preferably in an organisation with multiple business lines and geographies
Comfortable working as a self-starter and in a project management team or lead role

Financial Services Consult, nl Resume Examples & Samples

Must be willing and available to work any shift between 6am-8pm Monday-Friday as well as Saturday from 7am-4pm on a rotational basis
Bachelor's degree or some college with related professional designations preferred
FINRA Series 6 and 63 registrations as well as State Life Insurance licenses can be acquired through our Fast Track Program. Must successfully obtain registrations and licenses in dedicated Fast Track timeframe. *
State life insurance license preferred or must be obtained. *
Three or more years of financially-related customer contact experience. Financial Services sales experience is a plus
Ability to be nationally FINRA Registered and State Insurance Licensed by the end of three month training program required

Financial Services Risk Advisory Senior Manager Resume Examples & Samples

Develop business and lead Internal Audit and Risk Consulting engagements
For business development, you will lead proposals, lead the creation of tailored offerings and take them successfully to clients
On engagements, you will be managing teams, as well as senior client stakeholders and will be responsible for delivering high quality results on your projects through generating deep insight and impactful solutions
Actively establishing, maintaining and strengthening internal and external relationships
With guidance from partners and directors, you will take the lead in identifying and pursuing potential business opportunities for EY
Drawing on your knowledge and experience, you will create innovative insights for clients, adapt methods and practices to fit team and cultural needs, and contribute to thought leadership
You will be responsible for ensuring your engagements deliver within budget
In line with our values and commitment to quality, you will consistently drive projects to completion and ensure that work is of high quality
Lead people initiatives including recruiting, retaining and training Internal Audit & Risk Consulting professionals
Deep knowledge and experience of Internal Audit & Risk Consulting. You should have relevant recent Big 4 experience (in the last 2 years), in winning and leading major Internal Audit (e.g. Out-source, Co-source, Transformation and/or Effectiveness reviews) or Controls Improvement projects with recognised major organisations in the corporate sector
Great communication skills, verbal as well as written. An ability to communicate concisely and effectively with external, as well as internal stakeholders
Team management and client relationship management skills
Demonstrated successful business development skills in a Big 4 environment in the Internal Audit & Risk Consulting in both shaping and winning client proposals and generating sales on from existing engagements
Strong problem solving skills with the ability to understand a client problem and tailor a solution right for the client
Familiar with the quality, risk management and financial management requirements of managing projects in a Big 4 environment
Primary Degree (2.1) or above, from a leading university (preferred)
Qualified accountant (preferred)
A recognised and credible senior professional in the Internal Audit & Risk Consulting space
Significant experience in either a Big 4 in the last 2 years, and/or in an Internal Audit or Controls role in a FTSE100 and/or major global organisation in the corporate sector
Experience of leading teams to high quality delivery and proven business development record is a must

Financial Services Operations VP Resume Examples & Samples

Oversight of end-to-end delivery of the defined capabilities across the client, including, but not limited to payments processing, loan servicing and HR administration
Drive operational excellence in partnership with service delivery teams, regional leaders, and other stakeholders; including the delivery of services, costs, managing risks and delivering against SLAs
Establish relationships with IBG teams and serve as single point of contact for Capability and Verticals
Ensure that all delivery solutions meet projected costs
Lead governance for all solutions delivered to client, including periodic reviews and Quarterly Business Reviews
Participate in deal review process, ensure due diligence, and provide transparency of delivery
Ensure that capability teams are leveraging innovation which enhance performance and value to the client
Effectively perform in a matrix management role with Industry and Capability teams
Identify opportunities for the Industry teams to grow existing business and win new business
A minimum of 7 - 10 years of demonstrated experience in leading and managing delivery of banking operations (e.g., payments, lending, customer care) services
Proven ability to perform successfully in a matrix organization and working with multiple internal and external customers
A proven track record of executing large scale migration of U.S. workforce to international offshore locations
A track record of reducing costs, managing risks and delivering against SLAs within a matrixed environment leveraging technology and human capital
Strong business analytics and financial acumen
An excellent reputation of partnering with other service providers and practices; including various internal practice areas
Strong customer references; a successful record of managing and enhancing client relationships to ensure client satisfaction
Subject matter expertise in outsourcing solutions, business process redesign, innovative solutions, and organizational transformation

Banking & Financial Services Group Payments Test Manager Resume Examples & Samples

Work closely with the project managers from Macquarie and vendors to plan, manage, track and report on testing activities for projects
Provide 'hands on' involvement in all aspects of system integration and user acceptance testing
Build and maintain test strategies and test plans to ensure successful delivery of projects
Co-ordinate others to ensure successful completion of projects
Identify and manage the interdependencies between the Payments and Core Banking programs to coordinate full end to end testing
Management and allocation of test resources to projects (including offshore and vendor resources)
Comprehensive management of test environments including: system configuration management, data management, bug tracking, issue resolution, and signoff coordination
Drive test process improvements within the team
Ensuring desired software quality level is achieved across all projects, whilst ensuring adherence to process and responsibilities as outlined in the Project Management methodology and SDLC
Guide and assist team members with the development of test cases, test data creation, test environment, and execution of test cases
Experience in driving and coaching team to risk based outcomes to ensure testing ultimately delivers timely and quality solutions
Be able to clearly articulate any residual risks in systems based on the level of testing that has been achieved in order to make collaborative Go Live decisions

Financial Services Resume Examples & Samples

Banking
Pensions
Remediation

Senior Credit Analyst Financial Services Sector Resume Examples & Samples

Hands-on constructing and maintaining credit peer groups and relative value data sets, including modeling
Facilitate research and analysis between all relevant Bloomberg analysts, including those at Bloomberg Intelligence, Bloomberg Government and Bloomberg BNA
Create and manage partnerships with key external market professionals, including clients and prospects, to identify additional commercial opportunities
Identify, support and maintain critical data and functionality on the Bloomberg terminal
7+ years of buy-or-sell side credit research experience, specializing in the Financial Services sector, specifically Insurance, Finance companies and REITs
Exceptional primary research and writing skills
Experience interpreting financial statements and performing quantitative financial, cash flow, and liquidity analysis
Knowledge of advanced concepts, practices, and procedures of finance and accounting
Marketing or business development experience
Excellent oral communication and presentation skills
Self-starter, independent thinker and collaborative team player
Strong organization skills and capable of handling multiple projects
Bachelor's Degree in Business, Finance, Accounting or related discipline or equivalent experience
CFA designation and/or MBA degree is preferred
Knowledge of the Bloomberg Terminal required

Financial Services Resume Examples & Samples

A confident communicator both with clients and your colleagues
A team player supportive of those who work with you
Committed to the quality of the work that you and your team produce
Organised, proactive and keen to try new experiences

Financial Services Resume Examples & Samples

You will conduct performance reviews and contribute to performance feedback for staff
IT Risk and Assurance
Financial audit IT integration
Third party reporting, e.g. SAS 70
IT risk and control
Experience Implementing Core Banking Solutions
Experience with one or more of the following Core Banking Applications - Temenos T24, OPICS / OPICS Plus, Misys Equation

Director, Enterprise Financial Services R R Resume Examples & Samples

US GAAP Financial statement review, including partnering with SDC
Controllers and providing input as needed
Innput and incorporation on internal controls
Development of policies & procedures, as required
Participation in monthly and/or quarterly financial statement meetings with
SDC and EFS
Oversight, review and resolution of intercompany settlements and net
Down, including monitoring disputes
Review overhead accrual inputs,
Manage GR/IR as needed to assist P2P
Manage and ensure completion/response to Audit observations, Sox
Documentations,QVC submissions and reviews
Support and execution of ad hoc projects, including Fixed Asset and
Inventory counts as needed
All other local and home office reporting requirements including 3rd party
Distributor reporting
Responsible for sign-off of Management Representative Letter
Monitor TPO and MUR agreement changes
Treasury related activities, including support for bank transaction
Posting/cash clearing (coding support due to local language/other issues)
Providing payment approvals
Setup new bank accounts and related SAP master data
Third party reporting
Liaison between outsource provider and Territory CFO
Staff development to include
Recommendations and decisions over Accounting within home office guidelines and local statutory requirements
Accounting qualification, i.e. CPA, Chartered Accountant or equivalent, required
Prior work experience within a US GAAP reporting environment required
Prior work experience supervising Accounting, Tax and Credit Department of a large Company strongly preferred
7+ years prior work experience within a similar industry preferred
Education, Professional Training, Technical Training or Certification
Ability to learn/utilize various systems and applications
SAP or other leading ERP experience a plus
Strong written and oral communication skills required
Must be a team player with strong interpersonal skills

Audit Senior Financial Services Cork Resume Examples & Samples

Newly or recently qualified accountant trained in a medium or large practice (preferable ACA)
Experience in leading Audits with at least one year’s experience working in funds’ audits
Experience in the fund’s industry especially within the accounting department is a significant advantage Excellent project management skills
Possess the ability to foster an efficient, innovative and team-oriented environment
Experience in the following areas would be an advantage
Group Consolidation
S404

100

Internal Auditors Financial Services Resume Examples & Samples

3-5 years of experience within SOX compliance
Banking & lending environment preferred, however willing to accept other industries
Straight public or public/private combo with banking a plus
CPA or CFSA,CIA is ideal

101

Manager, Enterprise Financial Services R R Resume Examples & Samples

Review and follow-up GR/IR as needed to assist P2P
Update TPO and MUR and Management fee changes
Support to complete internal and external audits, including SOX, TWIA related to accounting
Work with Audit teams to support Audit Teams and WB Compliance
Setting department objectives with subsequent follow up and tracking
5+ years prior work experience within a similar industry preferred
Supervisory experience to delegate to staff and manage staff

102

Global Client Partner, Financial Services Resume Examples & Samples

Develop thought leadership on client’s business and industry
Set long term aspiration and annual goals with a key global client
Seek to understand Client’s business objectives to ensure Facebook solutions are positioned appropriately
Accountable for the construction of a plan or Joint Business Partnership to achieve these goals, and for delivering on service expectations as per Joint Business Partnership agreement, e.g. training, workshops, measurement studies. Ultimately accountable for global revenue with that client
Lead an internal ecosystem of Country Client Partners and Account Managers and regional Global Business Managers to execute again a vision and plan for the partnership between Facebook & the client
Align with cross functional teams like Sales, Marketing, Measurement, and Pricing to ensure client expectations are managed, and delivered upon
Deliver and demand the highest levels of client service by partnering with cross regional teams to align objectives, improve relationships and processes
Set and communicate direction and prioritization of key markets and initiatives to support Client’s Facebook activities locally, regionally and globally
Collaborate with internal, cross market/regional teams to ensure product improvement, transfer knowledge region-to-region and improved process/client relationships
Partner with Client’s media and creative agencies to ensure synergies, collaboration and trusting relationships are established, towards a common goal of achieving Clients’ business objectives
Identify incremental revenue opportunities and scale accordingly and ensure Clients’ investment targets are met or exceeded
Monitor and provide timely and accurate forecasts of sales opportunities and pipelines

103

Financial Services Risk Advisory Specialist Resume Examples & Samples

CPA, CIA or any other bank audit or risk management designation
Minimum of 15 years of professional Audit experience in the banking industry or regulatory industries
Possess technical proficiency in all Bank Audit matters e.g., BSA/AML, SOX, Compliance Lending, Accounting, Operations and Product Lines
Ability to interpret regulations and laws and disseminate information
Travel flexibility
Motivated and hard-working in order to meet client deadlines and provide excellent client service

104

Financial Services Executive, Actuarial Resume Examples & Samples

Assist in the technical delivery and reporting for projects, taking ownership of at least one major workstream
Interact with clients during and at final stages of projects, to agree scoping arrangements and the consequent deliverables
Present, or assist senior management to present, to clients at senior executive and board levels
Contribute to projects as a topic / subject matter specialist (where appropriate); and
Play your part in the development of intellectual property to support sales-oriented client interaction
Develop people through effectively coaching and mentoring more junior staff; and

105

Manager Financial Advisory for Financial Services Resume Examples & Samples

Transaction accounting support
Finance function optimization (fast close, finance transformation, process review)
Support on management accounting and reporting software implementation
Controlling, Management Performance
Basel II, Basel III (LCR, NSFR), Corep support
Consolidation
Ensuring PMO so that the engagement stays on track in terms of timing, budget etc
Ensuring engagement is focused on delivering quality to the client
Ensuring that engagements are executed in accordance with the firm's methodologies and guidance, professional standards, and local legal and regulatory requirements
Commercial Support
Identifying/following up on opportunities
Preparing go-to-market material
Preparing client proposals
Giving professional and convincing presentations

106

Audit Senior Financial Services Sydney Resume Examples & Samples

Relevant qualifications (or equivalent experience), and 1 + years relevant post qualification experience in external Audit
Advanced level of computer literacy
Develops open and effective communication forums
Manages projects effectively such that engagements are completed on time, on budget and at the quality expected by the client and management
Interpersonal skills
Did you know that in the last financial year, we sent over 100 people to work in 16 different countries?
Did you know that you will be able to take advantage of discounts to a range of products and services across leading electrical, technology, retail, car hire, insurance and travel brands?
Did you know that we have an on-site gym?

107

Financial Services Marketing Executive Permanent Resume Examples & Samples

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
To prepare e- alerts using an e-campaign tool (Vuture), including proofreading, creative writing for internal and external communications as well as some related digital work
Capturing the ROI on all campaign activity
Ensuring that CRM tools are used consistently and championed
Very high degree of accuracy and attention to detail

108

Financial Services Resume Examples & Samples

Lead and deliver large-scale ITRA engagements
Manage financial aspects of client engagements and communicate significant issues, fees, and estimates to complete to Partners and Clients
Assist Partners and Directors with generating new business opportunities and building client networks and relationships
Cyber Security/ Cyber Crime assessments, implementation or cyber frameworks (e.g. NIST) – including any past experience with security operations and knowledge of SIEM solutions
Security strategy and transformation / business change / programme management / target operating modelling
Security architecture design and implementation
Security assessments, e.g. ISO27001, PCI DSS
Identity and Access Management
Data Protection and Privacy
IT Resiliency

109

Financial Services Analyst Resume Examples & Samples

Processing order release across all lines, companies and division to ensure the timely flow of merchandise
Accounts Receivable and multiple Order Processing system maintenance
PC Skills (Excel and Word)

110

Senior Accountant for Very Cool Financial Services Firm Resume Examples & Samples

Enter accounting transactions
Ensure transactions are recorded correctly (GAAP)
Maintain accounting records/data
Create, review and analyze financial statements
Maintain and review client receivables, liability, Cash, Fixed Asset and Depreciation, etc
Review expenses
Perform banking functions – pay and review bill payments, wire transfers, bank reconciliations
Review work of Accounting Assistant
Create and review client invoices
Create schedules and filings as necessary
Assist with SEC compliance
Perform research as necessary
Communicate with clients and vendors
CPA highly preferred
3-7 years of accounting background and knowledge of GAAP and Tax
Knowledge of partnership accounting preferred
Able to communicate effectively, good organization skills, ensures accuracy of work performed

111

Financial Services Leader Resume Examples & Samples

Strong banking background and success in managing some of transformational deals in FSS
Senior person with existing market CxO relationships and existing presence on the market (preferably from CZ market)
Professional track record in Banking industry topic e.g
To be sourced on the market from competition / top consulting firm (e.g. Accenture, HP, KPMG, Deloitte)
Business development and consulting skills
Experienced in sale of solution and delivery in Banking
Min 7 years experience in FSS/Banking
Preferably international experience
Consulting skills to be able to consult the issue with the client and propose solution
Experience in corporate international environment is an advantage
Czech or slovak language required
English language a must, other foreign languages are advantage
Leadership capabilities
At least 7 years experience in Experience in FSS/Banking
Czech: Fluent

112

Financial Services Innovation Leader Resume Examples & Samples

15 years of experience in design, build operations and support of Technology; with 7 years in a leadership role
Proven track record in building, recommending and leading innovation initiatives
A track record of achieving aggressive business and operational goals within a matrix environment
Strong organizational skills; the ability to create an effective strategy; the passion to direct, organize, prioritize, and motivate a team around that strategy and vision
A demonstrated open, collaborative leadership style; capable of inspiring a team despite the changing opportunities dictated by the client environment, the services industry, and from within Xerox

113

Manager Business Financial Services Resume Examples & Samples

Develop and maintain strong relationships with internal/external business partners and executive ensuring timely and effective coordination of portfolio project support activities including dashboard reporting
Co-ordinate Steering Committee executive reporting packages including gathering of materials, and distribution
Act as Privacy/AML Officer
Reports compliance and regulatory issues on a quarterly basis, compiling the information from the business
Audit issues coordination and reporting
CBRA approvals tracking
Manage OSFI audits for collection of information for onward submission
Manage the operational risk review process
Manage BFS End-User Computing activities
Enterprise Access Reporting
Coordinates business continuing and recovery planning, ensures annual updates are completed and manages call tree preparation and testing
Provide stewardship for the coordination and storage of vendor contracts/management
Engage as appropriate in Operational Risk Events and reporting that may be associated with those
Commercial Credit Central - Web page Maintenance
Administrative Support
Provide back up support for Portfolio Execution Assurance and Financial Analysis and Reporting roles
Proven organizational and time management skills with effective attention to detail and a high degree of accuracy
Experience in developing criteria for and participates in the evaluation of 3rd party vendors and software as well as due diligence exercises
Ability to effectively communicate and build rapport with team members, stakeholders and business partners
Provide support for preparation of presentations for senior management that may be used with executive audiences
Establishes an environment of cooperation, collaboration and teamwork among colleagues, business groups and IT
Ability to collaborate with manager, business partners and project manager to establish effective coordination of activities as required
Listening, Understanding and Responding
Dealing with ambiguity
Teamwork & Cooperation
Impact and Influence
Customer Service/Service Partner Orientation
MS Suite of tools (i.e. word, excel, Visio, MS Project, PowerPoint)
Knowledge of RBC Business Financial Services would be considered an asset
LI-HJ1

114

Financial Services Resume Examples & Samples

Day to day management of client teams, their activities and service delivery
Scheduling of key meetings at agreed audit timelines for both EY teams & client contacts
Reduce the amount of time and costs that technical staff spend on non-technical activities, demonstrated engagement efficiencies
Enhance communication and client service by acting as a central point of contact for all activities
Working closely with business unit, according to the Service Level Agreement, share responsibility for
Actual costs vs. budget monitoring
Regular and accurate collation of Estimate to Complete (ETC) predictions from senior account teams
Identifying areas of potential overrun, alerting senior account team
Billing schedule creation and action
Review and monitoring of engagement expenses; quantifying amounts to be billed & highlighting any anomalies
Engagement codes and preparation of Management Information to senior account teams
ERP accuracy and amendment where appropriate
Preparation of Management Information to Business Unit
Monitor costs on projects running outside core audit, across service lines
Credit control for the accounts
Plan and book staff on resource scheduler (Retain) on timely basis for main audit and ad-hoc projects; coordinate ad-hoc resourcing requirements (clash identification and resolution etc)
Prepare and distribute material for meetings, facilitate discussion, take minutes for distribution and follow up on action
Control access & input into EY secure data room
Identify, disseminate and communicate appropriate knowledge to key stakeholders
Introduce and drive new initiatives throughout, ensuring compliance and greater efficiency
Challenge the way the team works to ensure that the appropriate resource is used for the engagement teams, including ongoing management and review
Being flexible & supportive with requests for assistance
Be proactive in raising the profile of the ASA role, ensuring maximum utilisation and personal development
Become the "go-to" person by the teams for training & assistance using EY systems
Seen by the client as a central point of contact for non-technical account management queries
Day-to-day communication and management of tasks performed by the Global Talent Hub
Ensure delivery to agreed timetables and deadlines
Identify, review and submit knowledge to appropriate databases
Manage and set expectations of stakeholders and clients as appropriate
Build and maintain a network of contacts across EY in order to facilitate the best opportunities for the account
To undertake ad hoc project work at the request of the senior managers or partners (both external and internal client focused)
'A' Levels and/or further education qualification e.g. HND
Degree qualified, preferred though not essential
Preferred experience in a either a financial or professional services environment
Project management, plan, manage and prioritise work and complete projects on an accurate and timely basis – Prince 2 qualification would be desirable
Ability to pro-actively manage upwards to ensure that project deliverables meet the agreed timetable
Strong customer service focus and ability to anticipate team and client requirements and needs
Strong numerical, analytical and attention to detail skills
Receptive to change and a flexible approach
Strong PC skills in WORD, EXCEL and POWERPOINT
Excellent written, verbal, oral & presentation skills

115

Cms Industry Capability Leader Financial Services Resume Examples & Samples

Responsible for end-to-end delivery of the CMS capability within the respective industry; manage client requirements and results via CMS Service Delivery Leader’s (SDL’s - hard or dotted line). Drives operational excellence in the delivery of services, reduce costs, manage risks and delivery against SLAs (via SDL’s) Responsible to drive growth in the CMS capability focused on the Industry client needs – drive industry/client awareness and support sales on prospecting activities. Accountable for the solution costing of their defined capability within their industry business group during the sell services process Collaborate with other capability leads (either in CMS or in other capabilities) to assess new capability requirements and develop new innovation / thought leadership for the IBG or the capability. Contribute to account planning & management for CMS capability within industry business group
Participate in bid management process including bid approvals
Expert in delivery of CMS Services/ Marketing Services
Strong industry knowledge to bring CMS relevance to respective industry
Strong client facing skills, up to executive levels
Ability to build CMS solutions and present confidently to clients the benefits
Significant experience of coordinating/controlling complex, high profile programmes including cost management
Experience of leading virtual teams and people management
Experience of presenting to senior management and managing collaborative cross-functional relationships at this level

116

Data Scientists Financial Services Resume Examples & Samples

Apply statistical or machine learning techniques design, and development of processes meant to operationalize derived analytical models into business applications
Participate in the design, acquisition and completion of large EI transformation projects within the complex multinational financial services landscape (Banking / Insurance / Wealth & Asset Management)
Engage with financial services clients and identify new business opportunities driven by an innovative quantitative, data and analytics approach
Support transformation processes towards a data centric culture
Work closely together with colleagues in the domains of risk management and customer intelligence

117

Origination Manager Emeia Financial Services Resume Examples & Samples

Build and maintain a deal pipeline
Support deal generation in the team – horizon watching for likely transaction opportunities, identifying future hot sub sectors and targets, and providing research and analysis support on specific opportunities
Attend and actively contribute to regular EMEIA FSO TAS wide origination meetings
Leverage subject matter specialists to map out key players within niche industries and gather information on potential transactions
Update pipeline reports; provide ongoing direction to research activities

118

Financial Services Stamp Taxes Advisors Resume Examples & Samples

A legal background (degree or otherwise) and be accustomed to reviewing case law and undertaking statutory interpretation
A genuine interest in specialising in Stamp Taxes
Results orientated and a willingness to take on responsibility; and
A strong client focus and good client management skills

119

Financial Services Rep-mlo Resume Examples & Samples

2 years new accounts experience in the financial industry
Strong knowledge of branch operations and banking products
Experience with sales prospecting

120

Financial Services Resume Examples & Samples

Support APAC Financial Services deal generation in the team – horizon watching for likely opportunities, identifying future hot sub sectors and targets, and providing research and analysis support on specific opportunities
Attend and actively contribute to regular APAC wide origination meetings for Financial Services
Leverage subject matter specialists to map out key APAC Financial Services players within niche industries and gather information on potential transactions
Use EY Knowledge team to update pipeline reports; provide ongoing direction to research activities
Commission detailed profiles based on pipeline activities
Support speed to market in response to major developments and market events; Efficiently leverage knowledge / research resources, adding a TAS commercial perspective
Support team knowledge and engagement in business development activities and initiatives
Support FSO TAS practitioners who are preparing industry insights , case studies and go to market collateral
Provide ad hoc pitch support
Become part of the FS TAS business development team, and support the team’s engagement in TAS business development activities and initiatives
Work together with other TAS and FS analysts to ensure appropriate prioritisation and leverage of wider EY Knowledge resources to assist where possible; involve TAS Executives in developing materials
Help develop the Indian off-shore analyst capability through coaching and mentoring and leverage their input
Share knowledge within the FSO TAS team and the Global TAS Knowledge network; Maintain and frequently update knowledge documents onto the APAC FSO TAS Knowledge repository
Contribute to periodic FSO TAS Thought Leadership publications, and assist in project managing the final deliverables
Practical experience in using all relevant corporate finance research tools (eg, Thomson ONE.com, mergermarket, Capital IQ, Factiva, Standard & Poors etc)
Strong financial analysis capability and good commercial acumen
Develops and articulates a strong point of view across both the community and geographies
Confident in understanding multiple business drivers
Skilled in identifying trends that translate into key market-facing initiatives
Outstanding presentation skills
Strong executive presence and proven ability to build strong working relationships with senior partners of EY, using primarily virtual communication methods
Credible as a recognized authority when engaging with external clients and communities
Confident to build a network of internal and external contacts to help shape point of view
Takes ownership for delivering customised projects with a high degree of autonomy
Ability to work on multiple, highly-complex projects simultaneously

121

Financial Services Resume Examples & Samples

Build and maintain a deal pipeline; drive ‘go to market’ activities based on pipeline through pro-actively encouraging practitioners to explore these opportunities with clients; Leverage subject matter specialists to map out key players within niche industries and provide direction of research activities and identify potential transactions; Commission and review detailed profiles based on pipeline activities
Support speed to market in response to major developments and market events ; Regularly meet with the FS TAS leadership team to prioritise areas of focus; Efficiently leverage knowledge/research resources, adding a TAS commercial perspective
Support TAS practitioners who are preparing industry insights, case studies and go to market collateral
Lead, manage and counsel the other members of the origination hub; Develop the team’s reputation internally and externally
Acts as a role model within the business and communities and positively influence change ; Build a knowledge sharing culture amongst the newly established FS TAS community across APAC Client events and media
Help the APAC FS TAS Leader with preparing the industry content, identifying key themes of interest, speakers and attend at client events
At least 15 years of relevant experience
Deep knowledge of the Financial Services industry and the corporate finance/transactions environment
Ability to identify trends that translate into key market-facing initiatives
Ability to use both qualitative and quantitative methodologies including financial analysis skills - superior analytical capability and confidence in understanding multiple business drivers across financial services
Credibility as a recognized authority when engaging with external clients and communities
Confidence to build a network of internal and external contacts to help shape point of view
Confidence and proven ability working at a senior level in a fast-moving, client-driven environment
Proven ability to take ownership for delivering customised projects with a high degree of autonomy
Ability to manage multiple, highly-complex projects simultaneously an under time pressure
Ability to lead multidisciplinary teams, often working virtually across geographies
Experience in reviewing the work of colleagues and coaching their skill development
Succinct and structured oral and written communications skills in English

122

IT / Technology Risk-financial Services Resume Examples & Samples

Leadership: Lead a team supporting a portfolio of IT audit engagements. This
CISA qualified (Essential), and a professional qualification in finance such as
Experience of leading IT general controls and application control reviews in

123

Transaction Advisors Financial Services Resume Examples & Samples

A strong understanding of financial services sector and relevant accounting issues
A recognized financial services qualification (preferably qualified accountant)
Experience with due diligence in financial services institutions (insurance, banking, asset management, etc)
Fluent in Dutch/French and English
Strong academic record including a degree in a relevant field
Ability to work well within a team, and to lead as needed a group of high performing professionals
Effective written and verbal communication and presentation skills
Problem solver, able to work autonomously and deliver with a moderate level of supervision
Strong sense of initiative and open to new challenges and ideas

124

Financial Services Organization Resume Examples & Samples

Provide a wide range of tax advisory services for many of the world's largest financial institutions. Identify and address complex US domestic and international federal income tax issues and assists clients in strategically aligning different areas of taxation. Provide timely and high-quality services and work products that exceed client expectations
Build client relationships and demonstrate knowledge of client business
Develop budgets, determine resource requirements, and direct / monitor engagements; proactively seek opportunities to provide tax services; challenge traditional procedures used in the past; and attempt to find new approaches
Develop and guide staff and other junior tax professionals by providing effective performance feedback and ensuring team responsibilities are consistent with skills and developmental goals
Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations
Build strong internal relationships within the Financial Services tax team and across other services
Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance service delivery

125

Financial Services Resume Examples & Samples

Finance Strategy (Vision, Mission, Guiding Principles)
Enterprise Data Management/Reference Data Management
Financial Accounting and Reporting Operations/Technology
Reinsurance Accounting and Reporting Operations/Technology
Budgeting, Planning and Forecasting Operations/Technology
Performance Management and Measurement (KPIs, business driver-based metrics)
General Ledger/ERP Systems Features/Functionality
Data Warehousing Features/Functionality
Statutory Reporting Systems Features/Functionality
A degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
Design of business and technology architecture
System selection and implementation support
Data mapping and conversion
Finance transformation and accelerated close
Sub-ledger/ledger redesign
Management reporting enhancement
Business intelligence/decision support
Traded products/front/back office package implementation
Data warehousing/enterprise data design and management
Enterprise application integration
Financial planning, budgeting and forecasting
Business/Merger Integration
Business Objects
Cartesis
SunGard financial packages
Intellimatch
Smart Steam

126

Financial Services Organization Resume Examples & Samples

Demonstrate an understanding of complex transfer pricing concepts and effectively apply economic/financial knowledge to client situations
Analyze information, prepare quality, practical approaches to the client's economic situation and arrive at logical conclusions
Develop and deliver quality transfer pricing and economic ideas with timely and responsive services/work products
Prepare documentation, participate in advanced pricing agreements (APAs), defend transfer pricing in audits, work on the valuation of intangible assets and develop quality, practical planning services
Identify and pursue transfer pricing opportunities with an aim towards winning new engagements
Participate in and contribute to attaining team goals
Lead in developing recommendations and implementation plans
Manage the work of client service team members
Help people to develop through effectively supervising, coaching and mentoring staff
Contribute to people initiatives, including recruiting, retaining and training transfer pricing professionals
Maintain an educational program to develop personal skills on an ongoing basis
Understand and follow workplace policies and procedures
One or more of the following: an advanced degree in economics, law, finance, tax or accounting; or a CPA or similar certification
A minimum of five years of transfer pricing or similar experience and an understanding of complex transfer pricing concepts
Familiarity with the financial services industry
Strong managerial, organizational, project management, analytical and verbal/written communication skills
Excellent command of spoken and written English and Mandarin
The ability to thrive within a fast-paced, professional services environment

127

Robert Half Financial Services Group Account Executive Resume Examples & Samples

A degree in Accounting, Finance and/or Business Administration
Working knowledge of Microsoft Excel and any prominent General Ledger or ERP accounting package preferred
Knowledge and familiarity with accounting and finance department operations

128

Financial Services Resume Examples & Samples

Front to back business process transformation
Target Operating Model design and implementation
Assessment and enhancement of controls and operational risk framework
Analysis and implementation of changes driven by global regulatory reform
High quality delivery on a client assignment, usually as part of an on-site project team
Developing strong relationships with our clients
Identifying opportunities for new business
Liaising with service line teams, account teams and functional specialists
Managing smaller project teams or workstreams as part of larger projects, helping to oversee quality of delivery
Demonstrating knowledge and experience in one or more market areas and technical skills
Beginning to develop long term trusted advisor relationships with our clients
Managing project risk, quality and financials
Identifying and pursuing opportunities for new business
Working closely with service line teams, account teams and functional specialists
Good appreciation of current market trends in Capital Markets
Good (in depth at Manager level) understanding of one or more capital markets product areas (including OTC and exchange traded / listed derivatives, equity and fixed income securities, repo / stock lending, commodities and FX)
Experience of key investment bank functional areas, including client onboarding, front office, trading venues, confirmations, settlements, asset servicing, trade management, prime services, trade / transaction reporting, clearing, collateral management, operational risk and controls, operational metrics
Ambition to build / develop a career in advising Capital Markets clients
Commercial awareneness
Operating Model Design - Target Operating Model, Organisational Design, Functional Architecture, Locational Model, Application Architecture, Sourcing Models, Onshoring / Offshoring, Industry Utility Models
Process Improvement - Business Process Re-engineering (BPR), Business Process Management (BPM), Workflow, Exception Processing, Process Control Review and Design, Six Sigma, Lean, Process Modelling, Process Metrics
Business Requirements Definition - Functional Requirements Definition, Use Case Definition, Business Analysis
Project Management – Project / programme planning, estimation, prioritisation, stakeholder management, reporting and management of risks, issues and dependencies
Risk and Regulatory – MiFID I and II, EMIR, Dodd Frank, CSDR / T2S, FATCA / FTT / CRS, KYC / AML, RRP, Client assets
Front Office – Trading venues (exchanges, MTFs, dark pools), front office controls
Operational risk and control frameworks

129

BMC Markets Manager, Emeia Financial Services Resume Examples & Samples

Bespoke communication plans and guidance for each of our three Sector Leaders; Banking & Capital Markets, Insurance and Wealth & Asset Management, communicating wins, strategic priorities, marketing materials and encouraging collaboration within and across sectors. This includes producing regular communication updates and channels e.g. Sector newsletter, Industry Highlights, Marketing Monthly, Partner Connection and the sector collaboration space
Strategic Solutions; provide guidance on promoting and communicating our Strategic Solution offerings, as well as sub-solutions to solution leaders and Strategic Solution Sponsors. Provide ways for the firm to better understand our solution offering and make it easier for them to engage with each solution
Business Development tools; produce communication plans for our BD tools and initiatives, as well as communicate success and raise awareness at key points throughout the year
Markets community: Act as key touch point for all AIBD community calls, AC calls and BD calls and initiatives, writing scripts, creating slides and providing a steer on best practice community comms to ensure this community are informed of our vision, strategy and GPS scores / response
Hot topics; Ad-hoc ownership of fastest telling hot topics, providing bespoke communication plans to maximize each opportunity. This also includes preparing reactive comms plans when necessary
Sales Campaigns: During Q2 and Q4 project manage the planning, creation and delivery of EMEIA FSO wide sales campaigns with the guidance of leadership, finance and business development
Build networks with AIBD/Markets people at Area and within EMEIA FSO
Develop consistent approaches to Markets/AIBD communications across all service lines and countries
Lead/deliver EMEIA FSO Communications projects as required outside of AIBD (all members of the EMEIA FSO Communications Team are required to take on projects that enhance our ability to communicate within our Sub-Area)
Develop and demonstrate a deep understanding of the digital channel landscape and leverage this insight to enable the team and implement effective engagement
Share best practice
Post graduate experience in marketing, business development or communications
First class communication skills (written & verbal) – your message is clear and is understood
Ability to develop strong working relationships at a senior level and to team across boundaries (geographical and functional)
Creativity and innovation – with clear knowledge and understanding of digital channels
Strong project management skills and the ability to manage competing priorities
Working knowledge of EY and/or professional services sector desirable
Experience of working in Financial Services is also desirable
Foreign language is an added plus. (French/German/Italian/Spanish)
Please note that some foreign travel will be required mainly within continental Europe

130

Client Partner, Financial Services Resume Examples & Samples

Serve as an industry thought leader in advertising in order to drive vertical and client success leveraging Facebook’s ongoing product and technology developments
Deliver against revenue and growth targets in order to drive accelerated growth
Develop and broaden high-level collaborative and commercial relationships with 15 major clients
Be an evangelist of the shift to mobile for all Financial Service customers
Partner with other product and business development counterparts on structuring and executing operational and strategic initiatives - developing work plans, synthesizing market related data, leading analysis and defining the overall business approach

131

Financial Services Resume Examples & Samples

Demonstrable sector experience
Consulting or change management experience
Speciality knowledge in one of the following areas
Product/ proposition development or customer engagement and analytics
Regulatory agenda and organisational implications
Platform development, launch and integration
System implementation, migration improvement or decommissioning

132

Financial Services Resume Examples & Samples

Operating Model design and implementation
Management of one or more client engagements, with responsibility for quality of delivery as well as engagement financials
Identifying and leading pursuit of opportunities for new business
Leading EY practice and people development activities (e.g. recruitment, counselling)
Liaising with EY service line teams, account teams and functional specialists
Successful track record in the capital markets industry, gained through senior roles in a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy, a top tier bank or financial markets infrastructure firm
Broad knowledge of the spectrum of capital markets product areas (including OTC and exchange traded derivatives, equity and fixed income securities, commodities and FX) and in depth expertise in at least one area
Excellent understanding of end to end process flows for the various capital markets participants (broker/dealers, asset managers, prime brokers, custodians, market infrastructure)
Extensive experience of key investment bank functional areas, including client onboarding, settlements, trade services, prime brokerage, trade / transaction reporting, clearing, collateral management, cash management, operational risk and controls, operational metrics
Commercially focussed – demonstrates ability to develop and maintain strong client relationships / network and sell solutions
Ability to manage multiple senior stakeholder communities with varying levels, experiences and agendas
Regulatory and Risk Transformation – EMIR, MiFID I and II, Dodd Frank, CSDR, T2S
Process Improvement - Business Process Re-engineering (BPR), Business Process Management (BPM), Workflow, Exception Processing, Process Control Review and Design, Six Sigma, Lean, Process Modelling
Operating Model Design - Target Operating Model, Organisational Design, Functional Architecture, Locational Model, Application Architecture, Sourcing Models, Onshoring / Offshoring
Front to back controls – operational risk frameworks, governance models, control standards, control processes, metrics
Legal entity restructuring –coordination of the above areas plus legal, capital, tax, risk and regulatory input, migration planning and implementation

133

Client Partner, Financial Services Resume Examples & Samples

Help define Facebook's overall approach and focus in the Financial Services industry in Southeast Asia
Partner with other vertical teams on structuring and executing operational and strategic initiatives - developing work plans, synthesizing market related data, leading analysis and defining the overall business approach to Facebook’s success in the vertical
Navigate large, complex organizations to identify key decision makers

134

Financial Services Resume Examples & Samples

Responsible for day-to-day delivery of client liaison
Key member of one of the client service groups providing full tax services to a client portfolio
Relevant Transfer Pricing experience - strong technical skills and keen to develop further
Financial Services experience is not essential
Team player with ability to build effective relationships at all levels
Project management skills, plan and prioritise work, meet deadlines, monitor own budget
ACA / CA / Tax Inspectors with full Technical Training course / Law qualification / CTA (or breadth of knowledge equivalent to CTA)

135

Financial Services Resume Examples & Samples

Strong Indirect Tax (VAT) technical skills and keen to develop further
Ideally you will be ACA / CA with full Technical Training course / Law qualification / CTA (or breadth of knowledge equivalent to CTA)
Be a self-motivated team player
Be an excellent communicator, both written and oral, in a range of situations
Understand the tax ramifications of commercial decisions and provide insightful, industry specific advice in order to improve the efficiency of tax processes
Utilise your project management skills - plan and prioritise work and meet deadlines

136

Financial Services Resume Examples & Samples

Provide support to multi-disciplined teams of advisory professionals. Specifically, the Senior Advisor will be involved in projects covering
The measurement and management of market, credit, and operational risk; asset-liability exposures; economic capital; accounting advisory and implementation services; and supervisory/regulatory risk and compliance
Assessing the risks associated with derivatives, structured products, and financial transactions
Improving the effectiveness and design of their operations, finance, and accounting functions
Evaluating and enhancing their internal audit functions as well as the overall control environment of the institution and providing industry-focused, strategic outsourcing and co-sourcing services
Assisting in project management processes, controls, and procedures to enable project delivery
Bachelor's degree and approximately 2 years of related work experience; or a graduate degree and approximately 1-2 years of related work experience
Experience in a financial institution (e.g. commercial bank, investment bank, broker-dealer, asset manager, insurance company, energy trading company, etc.) or a professional services firm serving financial services clients
Experience in any one of the following: front, middle, or back office processes; implementation of internal controls for business processes; financial and regulatory reporting, operational risk or enterprise risk assessment, credit or market risk functions
Must have an understanding of fundamental accounting, regulatory and compliance concepts prevalent in banking and other financial institutions
Must have the ability to assess and decompose financial services industry processes utilizing a risk and control focus
Must have strong written and verbal communication skills for report writing, client presentations and interfacing with clients
Must have effective project management and teamwork skills, and the ability to work with minimal supervision
Must have PC proficiency, including MS office
Must be able to travel approximately 20-30%

137

Financial Services Administrator Resume Examples & Samples

Must have a strong ability in communicating with sales consultants within the organisation, private clients and financial product providers
Process and manage all new business applications, any existing business, correspondence, documentation and the production of client portfolios
Ability to service and resolve a variety of queries accurately and within tight deadlines
Provide a comprehensive, quality service to all of the organisation's private clients and to their team of sales consultants
Minimum of four years experience in financial services, preferably dealing with private clients
Have strong knowledge of financial wealth products
Ideally be QFA qualified or part qualified
Must have excellent administrative abilities and pay very strict attention to detail
Be able to prioritise tasks to meet tight deadlines

138

Account Manager, Banking & Financial Services Resume Examples & Samples

Develops strategies to sell sophisticated telecom solutions to clients in a regulated environment. Solutions involve complex voice, data, video and other assigned products
Develops and maintains long range account management plans for successful penetration of existing and prospective government accounts
Identifies new prospects and sales opportunities using multiple sources of sales leads. Collects information about prospects’ businesses and their needs, and meets with customers to assess needs and identify potential applications
Builds an effective consultative relationship with customers during the sales process
Provides project management oversight for all RFI’s and RFP’s for government entities
Collaborates with Sales Engineers and/or Sales Support Team to determine appropriate solutions for very large/complex customers; assesses ROI of solutions. Develops proposals and multi-media sales presentations
Makes face-to-face sales presentations to customer decision makers. Uses solution selling techniques to leverage the position of Cox and to educate and influence customers
Negotiates pricing and products with new customers. Verifies that service pricing reflects pricing structures set at the corporate level
Collaborates with Community Relations to creates and participate in opportunities to serve as a public representative and image builder of Cox in the local/county/federal communities in order to network and develop and maintain Cox’s presence; e.g. promotes and/or attends non-profit events, serves as a member of the Chamber of Commerce and other local councils
Within assigned accounts, tracks and anticipates upcoming contracts slated for expiration and proactively monitors government funding opportunities to expand or renew the base (including grants, loans and special programs) and develops and implements a renewal plan
Coordinates with local Cox Government Affairs, Cox Media, Community Relations, Corporate Government Sales, and appropriate purchasing programs to maximize sales of Cox products and services
Collaborates with Sales Manager and Director of Sales to develop forecasts, resolve issues, and identify opportunities to pursue
Documents all-government related activities
Prepares and manages forecasts, win/loss metrics and sales pipeline reporting for accounts, and provides updates as required by management
Works with Order Entry Specialist to set up orders for installation. Works with Sales Engineer and/or Sales Support Team to address any issues regarding installation or service for the customer
Prepares regular expense, sales forecasts, and sales activity reports using software designed for that purpose
Keeps customer database (Optix/BID) up to date by recording all activities, transactions, and communications with customers
Attends job-related training to increase knowledge of Cox and competitor telephony, data, wireless, and video services and offerings, customer premise equipment, networking, consultation, negotiation, and sales skills; attends strategic and/or development meetings with Sales management

139

Business Risk Lead Business Financial Services Resume Examples & Samples

Graduate degree in business or related discipline and/or MBA, CA, or other professional related qualification
Minimum 10-15 years’ experience in financial services sector with 3-5 years experience in leadership
Proven business acumen and credibility
Strong influencing, collaboration, relationship building and communication skills
Strategic mindset, with significant knowledge and understanding of RBC businesses and organization
Proven change management capabilities
Excellent analytical and problem-solving skills, inquisitive nature and comfort challenging current practices
A commitment to streamlined and effective processes for maximum business efficiency while assuring appropriate governance

140

Customer Insights Specialist EY Financial Services Organization Resume Examples & Samples

Advising and structuring optimal research methodologies to capture client insights
Interfacing with market research agencies in order to keep up to date with new trends and build a network of reliable partners (market research will not be conducted by EY)
Managing the outputs to ensure high quality standards and usable results
Enriching the outputs with additional analysis (cross-sources) and presenting the information in a clear manner
Interfacing EY’s internal data analytics team to gather additional insights
Developing and managing EY studies to be leveraged as business development material for other potential engagements
Developing, codifying and disseminating client-relevant knowledge from one’s own experience, as part of EY’s pan-European Solutions team
Supporting the further build-up of expertise by developing a strong international network within EY

141

Financial Services Organization Resume Examples & Samples

Prepare, with guidance, technically accurate reports and deliverables related to corporate tax
Assist in file documentation and retention (file set-up, referencing, description of tax filing position taken, telephone conversation documentation, notes to reviewer, etc.)
Perform basic research using appropriate tools, including legislation, databases and publications with guidance
Communicate with the client for basic information requests as well as the relevant authorities, whenever the need arises
Build strong internal relationships within International Tax and across other service lines

142

Direct Response Measurement Lead Financial Services Vertical Resume Examples & Samples

Become expert for direct response measurement best practices at Facebook via relationships with measurement team peers and product team
Scale knowledge of direct response measurement best practices across the Facebook sales team
Coach and guide sales teams to structure/lead strategic ads measurement conversations with advertising clients
Conduct in-depth standard and custom research studies for Facebook partners, leveraging internal survey and data analysis tools
Develop research to understand the relative impact of different marketing strategies on Facebook

143

Actuarial Advisory Professionals EY Financial Services Resume Examples & Samples

Master degree in a relevant field - Actuarial Science, Mathematics, Physics, Applied Statistics - or equivalent by experience in an actuarial department or a specialized consultancy
Relevant work experience in an actuarial-oriented position, in either life or non-life insurance, or in general risk management, reporting or valuation. We have opportunities at various levels of experience and for different skills and specialisms, from young graduates, to seasoned professionals
Knowledge of at least one actuarial software package is an asset (e.g. Prophet, Remetrica, ResQ, VIP, …)
Fluency in Dutch and/or French; proficient level of business English is required
Strong team spirit, balanced by a healthy sense of autonomy

144

Financial Services Risk Manager Resume Examples & Samples

Reviewing and Enhancing Client’s Risk Management Framework
Lead and supervising the consultants in delivering the projects
Eight years’ experience in financial services credit risk management. Candidates with lesser experience will be considered at Senior Associate Level
Significant relevant consulting, risk management or business expertise within a Retail/Commercial or Corporate bank
Detailed understanding of the overall credit risk management lifecycle and associated credit risk and the policies, procedures and strategies employed to manage this risk
Have strong technical and analytical skills, including knowledge of Excel and other coding software
Ability to work under own initiative and under tight deadlines, delivering high quality

145

Financial Services Risk Manager Resume Examples & Samples

Lead and grow a team within the Risk Management department for Senior Manager Level
Provide strategic sourcing services related to regulatory compliance, AML, corporate governance, enterprise risk management, internal controls and internal audit, to our clients in financial services (FS) industry
Provide advisory services to functional management and Audit Committee on business risk profile and status or trend of related business internal controls
Conduct internal audits and special reviews on complex or high risk sites, in multiple disciplines across the business

146

Senior Auditor Financial Services Resume Examples & Samples

Ensure that audit engagements are conducted in accordance with the firm's methodologies and professional standards, and local legal & regulatory requirements
Adapt the audit approach to the changing client environment
Ensure the technical accuracy and presentation standard of all client deliverables
Deliver added value to the client by sharing knowledge, ideas and providing solutions to improve the business
Keep the engagement partner informed on important audit or accounting issues, on a timely basis
Manage the delivery of other services to designated clients as appropriate
Liaise with other service lines and other audit managers to ensure efficient utilization of knowledge and resources to deliver services
Work effectively as a team member, provide support as needed, and update senior team members on progress
Build productive working relationships with client personnel through a professional interaction
Display maturity and ability to function independently in our professional dealings
Coach and supervise junior staff; coordinate the workload in various projects as applicable

147

Big Financial Services Resume Examples & Samples

ACA/ATT/CTA qualification or equivalent
Strong UK corporate tax and/or indirect tax background
Experience of working on both tax compliance and tax advisory assignments
Good tax accounting knowledge
An ability to communicate effectively both with clients and colleagues
A track record of delivering quality work for clients

148

Financial Services Organization Resume Examples & Samples

An advanced degree in law or taxation (in either case, with an emphasis in US taxation)
A minimum of 8 years of relevant experience related to providing US federal income tax advisory services gained from sizable public accounting firm with at least 3 years at a managerial level leading clients engagements (experience related to the financial services industry a plus)
Broad exposure to key areas of US international taxation issues (e.g., Subchapter C, CFC, PFIC, tax treaties)
Professional accountancy qualification
Strong negotiation skills, able to sustain opinion and handle challenges
Team player with strong oral and writing communication skills
Fluent English (proficiency in Mandarin and/or Cantonese a plus)

149

Financial Services Resume Examples & Samples

Enter education requirement
Enter experience requirement
Enter certification requirement
Enter additional requirements

150

Financial Services Resume Examples & Samples

Assist in the US tax compliance process for your clients with appropriate consideration of risk, operational, and tax technical issues
Contribute to US tax consulting projects
Research and explain the impact of current and proposed US tax legislation on asset manage clients

151

Financial Services Emeia FSO Senior Audit Managers Resume Examples & Samples

Take ownership of the execution of high quality audit work on more complex audit engagements, including management of risk, independence and professional scepticism
Manage key components of multiple audit engagements including the strategy, planning, risk assessment, team management, engagement economics and delivery of exceptional client service
Challenge the effectiveness of the audit strategy and approach for all engagements
Team effectively with other service lines
Actively engage in required consultations
Embrace feedback from internal and external inspection teams to enhance the execution of quality audits
Enhance EY’s brand positioning through strong external relationships across a network of existing and future clients
Provide strategic and relevant insight, connectivity and responsiveness to all clients that anticipates their needs
Maximise business development opportunities through leveraging networks across service lines and geographies
Maximise operational efficiency with a focus on key performance drivers and improve operational practices by leading and implementing new audit solutions and enablers
Be recognised as a respected and supportive mentor, coach and counsellor, building career value for individuals
Build and develop high performing and diverse teams by creating a trusting, supportive and inclusive team environment

152

Cmd-head of Financial Services Client Accounts Resume Examples & Samples

Lead a specialist team of account managers, helping to set strategy for client development, resource
Key accounts appropriately and ensure key insights and knowledge are shared
Coach and develops the account manager team to ensure that the right resources and skills are available to an exceptional level of service to the firms iconic accounts
Fully leverage other groups within the firm to enhance the clients PwC Experience and maximise revenue (e.g. client feedback, Pursuit coaches, national proposals panel)
Operate as an account manager on one or more key accounts; supports the development and execution of account strategy and implements effective account management processes
Consult with key stakeholders at all levels of the business to align account management support to business strategy and priority areas
Provide expert advice on account management tools and techniques and is accountable for ensuring that quality and brand standards are always upheld
Define quality standards across the team and monitors service levels so they are maintained consistently
Ensure that the account manager team continuously improves and experience, information and knowledge are shared with the team and across the business

153

Transaction Advisory Services Financial Services Industry Position Resume Examples & Samples

Understanding the key business drivers, co-developing our approach with the client, agreeing value measurements with the client, providing value to the client through insights, factual conclusions and advice
Project managing teams and working closely with all members as well as forming strong internal links within transaction support and other departments in EY both in the UK and internationally to form multi-disciplinary teams
Planning, preparing and reviewing deliverables in various forms including written reports, presentations and discussions with the client
Building on and developing internal and external networks through personal contacts
Understanding the capabilities of the firm and look for opportunities to sell additional services to our clients

154

Transaction Advisory Services Financial Services Industry Position Resume Examples & Samples

Experience in the financial industry will be considered as an advantage
Able to work effectively as a team
Committed to working under pressure and tight deadlines
Demonstrate strong numerical and financial skills and an understanding of financial statements
Seek feedback on performance and drive own development

155

Financial Services VP Resume Examples & Samples

Providing financial services to prospects/clients, e.g. peer studies, ratings advisory, pro forma, etc
Analyzing financial information to develop company specific prospecting game plan strategy
Participate as analytics team member on account and prospect teams identifying specific reinsurance solutions based on financial metrics, ratings evaluation and pro forma analysis
Work with brokers and clients to find most capital efficient reinsurance solution given regulatory, rating, and financial condition of client
Quantify benefits of reinsurance solutions for prospects/clients based on financial metrics, pro forma analysis, and BCAR capital analysis
Provide ongoing Rating Advisory advocacy for select clients. This would include review of presentation material, projection of key metrics including BCAR, coaching clients on communicating with rating agency and external parties
Be resource for clients, brokers, and analytics teams as to rating issues and trends and proactively identify issues to be addressed
Grow to a senior client facing analyst working on client analysis, RFPs, and key prospects
Strong insurance company financial and credit analysis skills
Experience with rating agency methodologies including AM Best, Standard & Poors, and others
Understanding of US insurance industry including its various sectors
Strength in analyzing insurance company financial statements (STAT and GAAP), rating agency reports, and investor materials
Understanding of types of reinsurance contracts and transactions
Strong project management skill and ability to lead projects with junior associates
Ability to demonstrate a strong Team work ethic and support colleagues
Good communication skills, confident in dealing with Management and colleagues alike
Ability to write concise, meaningful commentary
A self-starter, independent with strong intellectual curiosity
Ability to work to strict deadlines and manage multiple projects
High level of integrity and compliance
PC proficiency - Capacity to become an expert user in Microsoft Excel and Powerpoint presentations
Bachelor’s degree in Accounting or Finance or business related disciplines

156

Financial Services Organization Resume Examples & Samples

Develop and maintain productive working relationships with client personnel
Build strong internal relationships within the international tax team and across other services
An undergraduate degree, preferably with an emphasis in economics, finance or law (an advanced degree in economics, law, tax or accounting is desirable)
A minimum of 2-3 years of relevant corporate tax experience gained from the financial industry or public accounting for Seniors and 1 year of relevant experience for Staff Accountant
Team player with strong communication skills
Excellent English, fluent Mandarin and Cantonese

157

Financial Services Resume Examples & Samples

Build and maintain relationships and provide high levels of client service
Understand the tax ramifications of commercial decisions and provide insightful, industry specific advice in order to improve the efficiency of tax processes and mitigate reputation
Identify and drive forward go to market opportunities
You will be responsible for managing and developing more junior staff in the team and you will have the opportunity to take on formal counselling responsibilities
The successful candidate will have an ATT, CTA or equivalent qualification and be a specialist in indirect tax compliance in the financial services sector, with knowledge of indirect tax software

158

Nesbitt Burns Financial Services Operation Manager Resume Examples & Samples

Exceptional people and relationship management skills
Able to effectively communicate and implement change
Thorough knowledge of administrative policies as contained in Sales Administration Manual as well as those of Operations; Human Resources; Compliance; Documentation; Finance; Commissions; and Continuing Education
Proactively and professionally manages the support teams and the operational objectives of the division
Able to create strong working relationships with partners in head office and across all lines of business
Enjoys a client/business environment
Approachable and adaptable
Values development of others
Minimum 5 years’ experience managing other Admin/support staff
Seasoned knowledge of Insurance and our key business processes

159

Financial Services Resume Examples & Samples

Banking and Capital markets
Retail Banking
Finance systems architecture
General Ledger strategy
Regulatory, Statutory and Management reporting
Product Accounting solutions
Experience within Oracle applications in Financial Services – Investment or retail bank, insurance or asset management
Consulting experience at a Big 4, major system integrator or top tier consulting firm
Proven delivery in Oracle for Financial Services in one of the following
Demonstrate deep technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate to new knowledge. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
Relevant technology and programme management qualifications are extremely advantageous
Excellent leadership skills
Possess and demonstrate strong technical knowledge and competencies in his/her business area
Academic / Professional background in Financial / Management Accounting will be advantageous

160

Loan Services Financial Services Assistant Resume Examples & Samples

Utilize InfoLease and Rapport internal leasing operation systems to accurately prepare lease documents, titling (if applicable)
Work with Leasing Support Administrator Is to facilitate overall workflow for the sales force. (20%)
Assist in cross-referrals to the Bank, Small Ticket Leasing Support Center, Vendor Program and the Indirect Leasing area for
High School Diploma, GRE or equivalent education and related training
5 or more years sales support experience
Exceptional personal, verbal and written communication skills plus organizational capability
Experience in a customer service and/or sales environment
Ability to use the Loan Pricing Model in conjunction with knowledge of transaction pricing or equipment and vehicles as it
Have a working and continual knowledge of the vehicle market place, to include dealer networks, costs and options on fleet
Demonstrated ability to work within a team environment

161

Instore Financial Services Representatice Resume Examples & Samples

Identify and make appropriate referrals to other lines of business
Medical, Dental, and Vision Plans
Time away from work – vacations and holidays

162

Operations Specialist Financial Services Resume Examples & Samples

1st line monitoring and controls testing, Quality Assurance or Business assurance testing type experience
Reporting and presentation skills
Process mind-set
Experience in a UK retail banking environment including compliance and regulatory aspects
Operational risk management/compliance background
Strong evidence of working with multi-stakeholder teams with internal and external resources
Self-motivated individual

163

Service Engineer Mobile Financial Services Resume Examples & Samples

Configure and implement projects and changes mobile commerce solution offerings which include mobile banking, mobile money, payments and related offerings
Support Solution Architects with information to aid business requirements and configuration
Troubleshoot during course of projects
Carry out tests including System Integration, User Acceptance
Support presales activities, including pre-studies
Plan the implementation of the Product Configuration / Integration work
Execute Product Configuration (O)
Execute Integration work (O)
Prepare acceptance test and handover to customer
Identify and drive improvements
Post Project activities perform
University degree in Engineering, science or mathematics
At least 3 to 5 years working experience
Experience in implementation projects on mobile financial services (mobile money, mobile banking, online payments, m-commerce, digital and electronic payments systems)
Troubleshooting skills
LI-MA1

164

Client Partner, Financial Services Resume Examples & Samples

Help define Facebook's overall approach and focus in the Financial Services vertical and on specific book of business
Identify and prioritize business opportunities, build pitches & close with clients & agencies
Partner with other teams on structuring and executing operational and strategic initiatives - developing work plans, synthesizing market related data, leading analysis and defining the overall business approach to Facebook’s success in the Financial Services Vertical
Prospect and penetrate large organizations to grow their advertising spend with Facebook
Analyse campaign performance statistics, build case studies and recommend optimized media solutions
Represent Facebook at relevant Financial Services industry events
Maintain deep and up-to-date knowledge of digital Marketing, technology, and accompanying Facebook solutions
Analyse data and insights to guide strategy and implementation of Facebook
Drive education on Facebook product, company updates and share Facebook best practices as relevant to client or agencies' business

165

Manager, Enterprise Financial Services Resume Examples & Samples

Responsible for all month end close activities and coordination with BPO team including: trial balance review, journal entry adjustments, sales analysis and ensuring proper posting of revenue, financial statements and supplemental schedules, accrual schedules, balance sheet account reconciliations, and Warner Home Video reserves. Responsible for establishing and ensuring timeliness of overall monthly close activities, accuracy of close processes and management of BPO activities. Manage dates in close calendar. Ensure SOX controls are implemented and adhered to. Manage the monthly/quarterly close deliverables to FRB including Business Unit by-title submissions, management reports, footnotes, and supplemental schedules
Responsible for oversight of day to day general ledger. Duties include performing and overseeing the following; regular GL account reviews, cash clearing, and inter-company reconciliations. Prepare/review reports and analysis of sales, cost of goods sold, inventory, reserves, tax, etc. Act as liaison for the Enterprise Financial Services (“EFS”) in connection with the business unit FP&A and financial operations organizations, retained business unit departments (sales, marketing, business affairs, etc.) and various Corporate departments (FRB, Tax, MIS, Treasury, Legal, Participations)
Responsible for day-to-day activities related to By Title revenue, cost of revenue, receivables and inventory data. Manage all aspects of the relationship between EFS and retained business unit accounting organizations. Prepare and provide schedules as requested by External auditors
Develop staff into mature financial advisors with a customer service orientation toward the dependent BPO, Corporate and Business Unit groups with whom there is regular interaction. Work with supervisor to set priorities for the department and be able to help in all problem resolution matters. Make recommendations on process improvements and standardization to gain greater efficiency and effectiveness within the finance organization

166

Financial Services Resume Examples & Samples

Establish formal project plans, protocols and
1) Communication
Prepare Area meeting PPT
Be the contactpoint of Apac operation communication – say sometimes Apac’s operation leader or partner may need some statistics or information, she will be the contact
Bachelor Degree in Accounting and Finance
At least 5 years’ experience in finance related roles and management role
Previous experience in a professional service environment
Excellent project and commercial management skills
Sound understanding of the firm’s Service Lines, Go-to-market strategy and our external market
Confidence to provide a point of view and to challenge at Partner level
Ability to work successfully as part of a team and to work with multiple stakeholders at all levels
Proven ability to manage multiple agendas and always meet demanding time frames
Strong analytical skills and experience in proactive strategic analyses and financial modelling
Strong networking , problem-solving and relationship development skills

167

Financial Services Risk Manager Resume Examples & Samples

Participate as a key team member on audit projects, having responsibility for some specific areas
Assist managers in accomplishing team objectives
Produce excellent results in projects across multiple business areas and for different stakeholders
Evaluate risks within processes and mitigating controls; assess design and operational effectiveness; make recommendations for improvement; and, present to client management
Effectively handle larger and more challenging workloads on successive assignments
Ensure effective and efficient project execution to professional and EY standards, budgets, and timelines
Maintain and develop competency through ongoing professional development
Eight years’ experience in financial services risk management, internal audit, SOX and/or compliance. Candidates with lesser experience may be considered for Senior Associate positions
BA or BS in Accounting, Finance, Business, or equivalent degree
Have or taking professional certification e.g., CA, ACCA, CPA, CIA,GARP or equivalent

168

Financial Services Administrator Resume Examples & Samples

Respond to client contacts in relation to the administration and servicing of their accounts
Demonstrating strong customer orientation ensuring deadlines and service excellence standards are maintained
Answering calls in a friendly and professional manner
Making sure all aspects of any requests are fully addressed and provide relevant additional information as appropriate
Providing up-to-date information on a wide variety of subjects related to the clients account
Excellent rapport building and telephone manner required
Active listening and ability to record information onto in-house system

169

Financial Services Consult, nl Resume Examples & Samples

Bachelor’s Degree or some college with professional designations preferred
FINRA 6 and 63 registrations as well as state life insurance licenses can be acquired through our Academy program
State Life Insurance preferred or must be obtained
Three or more years of financially-related customer contact experience. Financial services sales experience is a plus
Must be available to work 8 a.m.-5 p.m. during training
Must be willing and available to work any shift between 8am-8pm Monday-Friday, as well as, Saturday from 9am-6pm on a rotational basis

170

International Financial Services Resume Examples & Samples

Supporting the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management
Supporting Advisor(s) through a variety of tasks including, but not limited to, account opening, account maintenance, gathering statements, completing documentation as well as preparing materials for client meetings
Minimum one year of financial services industry experience
Knowledge of investments, insurance, bank products, financial planning and use of financial planning tools
Ability to support multiple Advisors in multiple locations
College degree preferred

171

Energy Financial Services Resume Examples & Samples

Conduct research on the energy market (oil, gas, power and renewables) in Mexico and other Latin American countries as needed, understand market dynamics and summarize key findings
Interact with other GE business units to compile market intelligence and gain insights
Prepare briefs for leadership
Support EFS team in the completion of special projects
Field of Study: Accounting, Finance, Business Administration
Graduation year: Jul/2016 or Jul/2017
Fluent in English (100% written and spoken)
Basic financing modelling skills
Analytic skills
Intermediate Excel - Intermediate Power Point - Ability in engage in team work - Strong interest in the energy sector - Intellectual curiosity - GPA: Minimum
5/10

172

Junior Team Assistant EY Financial Services Resume Examples & Samples

Database management and filing of documents (using internal databases)
Handle incoming calls and correspondence
Order office supplies
Support with organizing internal and external events (catering, badges, welcoming the guests)
Follow up on registration & attendance to trainings
Input and follow up of ‘independence confirmations’ and offers in our internal systems
Act as a back-up to other management assistants in the team
Various related administrative and support tasks as required
Relevant Bachelor of Professional qualification
Fluent in Dutch, with excellent knowledge of business English and solid French
Proficient with MS Office (Word, Excel, PowerPoint, Outlook)
A first experience in a professional environment as an (administrative) assistant, or an internship is a plus, but we shall also consider a motivated fresh graduate
Positive, proactive attitude
Hands-on and well organized, eager to learn

173

Financial Services Organization Resume Examples & Samples

Manage engagement economics and communicate significant issues, fees and estimates-to-complete to partners and clients
Assist partners with generating new business opportunities and building client networks and relationships
Understand our service offerings and actively identify opportunities to serve clients betterr
Build strong internal relationships within the transfer pricing team and across other services
Conduct performance reviews and contribute to performance feedback for all levels of staff
One or more of the following: an advanced degree in economics, law, finance, tax or accounting; CPA or a similar certification
A minimum of seven years' transfer pricing or similar experience and an understanding of complex transfer pricing concept
Excellent managerial, organizational, project management, analytical, and verbal/written communication concepts

174

Financial Services Resume Examples & Samples

A bachelor's degree and approximately 6+ years of related work experience
A degree in computer science, engineering or a related field; MBA or MS degree preferred
Demonstrated ability to manage a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing

175

Financial Services Resume Examples & Samples

Lend specific subject matter knowledge to the design and development phase of each project, helping to give specificity to the appropriate architecture, data model, and system design and application configuration requirements
Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities; Use business process, organizational and technology capabilities and knowledge across several of the following focus areas
Bachelor's degree (computer science, engineering, or related field) and approximately 2 years of related work experience; or a graduate degree (MBA or MS preferred) and approximately 1-2 years of related work experience
Previous project experiences in

176

Digital Engagement Channels Manager Month Ftc-emeia Financial Services Resume Examples & Samples

In line with the firm’s global strategy develop a digital strategy and presence for EMEIA FSO
Develop and implement EY’s global communications channels strategy; enable input, customization and integration of messages in appropriate channels
Define concrete plans and processes to drive revenue and protect and enhance the brand
Support the delivery of consistent communications through these channels
Develop strong relationships with BMC Region and Executive team members as well as across the broader BMC organization
Manage relationships with key stakeholders in the geographies; manage competing forces and drive understanding, motivation and stakeholder value
Maintain up-to-date knowledge on brand, marketing, communications and change management issues, trends and long-term implications for EY; stay on top of social trends to properly advise the team on the implementation of new digital channels to further engage a global workforce
Project management and experience of building websites, social media and online marketing campaigns
Demonstrate consensus-building skills in a dynamic environment
Leverage communications to inspire others
Be a point of integration; enable knowledge sharing throughout BMC and EY; be able to synthesize information from others; connect facets of the business when initiating, developing and implementing marketing and communications projects
Maintain working knowledge about the change process and implementation best practices
Demonstrate knowledge, skills and abilities that add value to the business
Demonstrate knowledge, skills and abilities concerning global business fundamentals, business models, ethics, competitive analysis and cross-cultural/geographical sensitivities
Substantial brand, marketing and communications experience in a world-class global organization
Experience managing digital communications with proven and demonstrable results
Experience working as part of diverse and virtual high-performance teams
Ability to influence and build collaborative relationships with business stakeholders

177

Financial Services Due Diligence Mgr-ny Resume Examples & Samples

Analyze financial and operational results of targets through reviewing accounting records and conducting interviews with management
Identify issues for purchase price reductions, deal structuring or deal termination
Perform industry and company research
Manage expectations of transaction audit service
Understand EY's service lines and generate new opportunities for EY to serve clients

178

Financial Services Resume Examples & Samples

Perform industry and company research related to transaction audit
Correlate financial due diligence (audit) findings with client valuations
Develop people and supervise transaction audit staff effectively
An active Certified Public Accountant (CPA) certification or equivalent is preferred and required for promotion to manager
A minimum of 3 years’ public accounting experience (experience related to mergers and/or acquisitions transactions preferred)

179

Data Engineers Financial Services Resume Examples & Samples

Participate in the design, acquisition and completion of Enterprise Intelligence transformation projects within the complex landscape of our clients in the financial sector
Work closely together with colleagues from other departments, in domains such as risk management, business optimization and customer intelligence
Work closely with our clients all along the transformation project lifecycle
Design and implement technical solutions in different business line areas
Manage service levels and work together with our data scientists, providing support to our clients

180

Financial Services Resume Examples & Samples

The candidate will be responsible to assist in performance of internal control reviews and self-assessments, Assist in establishing and maintaining a sound internal control environment within AIS business units(i.e. Hedge funds, Fund of Hedge Funds, Private Equity) , in support of complex business processes including accounting, trade capture, investor services, pricing, reconciliation and technology. This will include providing support in the system access recertification process
The candidate should have strong risk assessment and analytical skills
Must have basic knowledge of fund valuations and maintain the ability to understand complex processes
The candidate will be assisting in providing the proper support to operations to ensure SSAE 16, Internal Audit and Global Compliance deliverables are met timely and with minimal impact to operations
The candidate should have strong communication and interpersonal skills; excellent organizational skills; ability to multitask and strong excel skills

181

Financial Services Business Modelling Resume Examples & Samples

Review Excel models under supervision and arrive at preliminary conclusions. i.e. prepares reports of finding
Design and build intermediate/complex models under supervision or on secondment
Understand, manipulate and interpret financial data and client information, drawing appropriate conclusions
Develop a strong understanding of Excel and auditing tools and other software packages (where appropriate)
Value businesses, shares or intellectual property as part of a small team
Appreciate context in which valuation is required by gaining an understanding of the client's business issues
You will have either an accounting qualification, CA or equivalent, or MSc in a numerical subject, combined with a high level of business awareness and a strong understanding of the kinds of factors that drive financial performance
You will have experience of financial services businesses and an understanding of the key issues facing our clients in this industry
Highly numerate with a sound grasp of Excel and a natural interest in using it to help clients to better understand their business or to make better business decisions
A track record in financial modelling, experience of working in a professional services environment, exposure to high profile transactions and financial valuation experience

182

Financial Services Independent Contractor Resume Examples & Samples

Minimum of five years working with wealthy individuals in China, defined as having ¥3.2 million in liquid net worth
Self-motivated with exceptional work ethic
Exceptional interpersonal communication skills (confident, dynamic and assertive)
Highly ethical and professional
Must be fluent in English (reading, writing, speaking)

183

Financial Services Organization Resume Examples & Samples

Work with a team of professionals in providing the U.S. tax advice to asset management clients and assist them in meeting their tax compliance obligations
Assist in preparation of US federal/state partnership tax returns and other tax compliance related matters
Assist in correspondence with the US tax authorities on clients' tax matters
Assist in FATCA related engagements and provide regulatory updates on FATCA to clients

184

Financial Services Organization Resume Examples & Samples

Participate in all testing phases, including functional, system, integration, automation and user acceptance (UAT) of computer systems or programs, including prototypes, based on and related to user or system design specifications
Apply systems analysis techniques and procedures, including consulting with users, to understand software or system functional specifications and develop testing approaches
Perform thorough analysis of requirements specifications and design documents using structured techniques to identify testable conditions
Conduct tests and undertake analysis of results to ensure that software meets or exceeds specified standards and/or client requirements
Create regression test cases for business process flows
Create test data files with valid and invalid records to thoroughly test program logic and verify system flow
Responsible for QA delivery of test scenarios, scripts and execution results
Support Senior QA Analyst/QA Manager in upward stakeholder management and day-to-day management of the testing activities
Occasional nighttime and weekend work is required for the position
Bachelor's degree in liberal arts, general business, technology or related field preferred
Strong academic record/GPA, including, without limitation, course work that EY deems relevant to this position
Financial Services/Insurance Services certifications preferred
Experience with analyzing and solving problems of a complex nature
Experience working with business, management and technology
Should work as a team player and demonstrate technical skills or knowledge
Demonstrate project management, teaming, organizational, analytical and problem-solving skills
Integrity within a professional environment and demonstrate respect for peers
Proficient in the English language, including the ability to listen, understand, read and communicate effectively both in writing and verbally in a professional environment
Willingness to learn and quick to adapt to changing requirements
Good numerical/mathematical ability
Proactive approach in identifying issues and presenting solutions and options
Flexible and willing to travel (up to 10%),as well as work in excess of standard hours when necessary based on project timelines

185

Accounting Manager Available With San Francisco Financial Services Firm-gc Resume Examples & Samples

Bachelor’s Degree in accounting
CPA or Big 4 public accounting audit experience highly desirable
Minimum 4 years of relevant experience
Highly detail oriented, diligent, and great problem solving skills

186

Financial Services Valuations Resume Examples & Samples

Successfully providing valuation services, guiding clients through challenging transactions or events in a dynamic business environment
Gaining a thorough understanding of the business being valued and its market through researching and analysis, leveraging our research tools
Identifying comparable quoted companies and transactions to use as valuation benchmarks, calculating valuation multiples and applying these to form a view on value
Performing and reviewing Discounted Cash Flow or Dividend Discount Model valuations
Driving the process of gathering and analysing information, formulating views on value and conclusions
Interacting with clients at different levels, responding to day-to-day queries, handling client relationships over the course of a project, and attending / presenting at client meetings
Ability to apply financial accounting, corporate finance, business analysis, and report writing skills in delivering valuation solutions for clients across the banking, insurance, and asset management sectors
Highly organised and able to successfully execute a valuation project from planning to delivery, including managing project economics
ACA or equivalent qualification

187

Financial Services Internship Resume Examples & Samples

Background in Finance/Business, Accounting, Statistics, Data Query/Data Management, Data Analysis, or other related fields of study
Organized and self-motivated, with an ability to prioritize time-sensitive assignments
Innovative and agile
Interest in fields relative to finance, data analysis, business planning, and development

188

Financial Services Organization Resume Examples & Samples

Understand our service offerings and actively identify opportunities to serve clients better
Contribute to people initiatives, including recruiting, retaining and training our staff
In-depth commercial, legislative and industry knowledge in financial services
Ability to apply Q&RM procedures
Relevant public accounting or industry experience
Accounting and/or legal qualification

189

Financial Services Reprentative Resume Examples & Samples

Leverage existing book of business and schedule annual and semiannual reviews with established clients
Ensure all aspects of client assets are properly insured and retirement resources are adequate to meet financial goals
Contact client business owners to ensure their business is properly protected and key employees are covered
Evaluate existing policies, wealth building products and make suitable recommendations
Meet with the customers in-person to discuss retirement and wealth accumulation goals
Discuss long term care needs and sufficient coverage to protect retirement assets
Educate clients on strategies to properly fund college education expenses for children
Provide multiple financial solutions to existing and new clients
2-3 years' experience educating, presenting and executing various insurance products, mutual funds, money markets, CD's and annuities
Self-disciplined, Motivated and ethical
Consistent work ethic
FINRA Series 6 and 63
Group 1 License
Strong desire to earn 6 figures
Ability to plan and execute weekly client meeting schedules
Strong phone communication skills
Track record of success
Associate or Bachelor's degree is preferred

190

Financial Services Consumer Credit Risk Manager Resume Examples & Samples

Managing credit risk processes, performing credit analysis and risk ratings, writing risk management policies
Driving credit policy, financial planning, portfolio management, and allowance for loan loss discussions
Selecting, designing and/or implementing and/or using consumer credit risk workflow technologies, analytics - e.g., Moody's KMV, S&P, and/or, reporting technologies, e.g., Oracle, Cognos, et al
Developing and applying consumer credit risk methodologies including obligor and facility risk rating, Basel II PD/LGD/EAD models, allowance models, and pricing models; and,
Leveraging and applying know-how of consumer loan types including mortgages, home equity,auto loans, credit cards, etc
Supervising teams to create an atmosphere of trust and seeking diverse views to encourage improvement and innovation
Answering questions and providing direction to less-experienced staff
Coaching staff including providing timely meaningful written and verbal

191

Financial Services Audit Senior Resume Examples & Samples

Demonstrate an application and solution-based approach to problem solving, referred to for research on delivery of solutions in that field on client assignments
ACA/CA/ACCA (ICAEW, ICAS, Irish Institute or equivalent international qualification) - preferably first time passes
Excellent technical expertise with proven industry knowledge
Proven and demonstrable experience in delivering external audit and assurance engagements in the Financial Services industry
Particular experience in the Insurance market

192

Financial Services Audit Manager Resume Examples & Samples

Applying extensive know-how of technical accounting and financial reporting standards
Driving the development of the audit approach, including the application of applicable auditing standards and firm audit methodology
Reinforcing firm compliance requirements and applying to client engagements
Operating with a high-degree of professional skepticism, independence, and objectivity - including considering the big picture to understand potential for fraud and material disclosure omissions; and,
Creating and managing a full implementation plan

193

Experienced Life Actuary EY Financial Services Resume Examples & Samples

A master degree in actuarial sciences
Minimum of 5 years’ experience, working in a life actuarial-oriented position within an insurance company or a consultancy firm
A solid knowledge of life pricing, life reserving techniques, Solvency II and/or MCEV
A knowledge of actuarial software (R, SAS, Prophet, Moses,…) is a plus
An understanding of economic/market issues and the ability to interpret their impact on clients
A strong team spirit, balanced by a healthy sense of autonomy
Excellent communication skills, with fluency in Dutch and/or French and proficient level of business English
A global mindset and the drive to work in international teams

194

Financial Services Resume Examples & Samples

Experienced tax practitioner – with tax background as highlighted above
Current CPA or EA / ACA / CA / Tax Inspectors with full Technical Training course / Law qualification / CTA qualification (or breadth of knowledge equivalent to CTA); or Masters degree in accounting or taxation (or equivalent)
Positive attitude and willingness to be a team player
Background in financial services, ideally working with hedge fund and private equity clients in a US tax capacity
Extensive experience in preparing and reviewing partnership tax returns and Schedules K-1
Knowledge of corporate and international tax returns and related US tax laws
Ideally experience managing cross-border teams of 2-6 people; and
Willingness to learn new concepts with minimal guidance

195

Financial Services Resume Examples & Samples

Work on the execution of a variety of projects, including non-financial statement audits, regulatory driven reviews (including those performed under the UK FSMA 2000 s166 regime), regulatory reporting assurance, general business process and controls advice, as well as trading book financial remediation
Work in complex multi-disciplinary teams, with responsibility for the overall execution of smaller projects and / or individual components of larger projects, under the guidance and direction of Managers, Directors and Partners. This will be done by drawing technical assurance, including accounting and regulatory framework, and industry knowledge as appropriate
Be flexible in your working style to encompass working both in the office, as well as at client site. UK and potentially international travel, may be required
Use expertise in assurance methodologies to perform engagements in compliance with the firm’s and industry standards
Coach other team members, share experiences, share knowledge and generate new ideas with them
Experience of process and controls, risk assurance projects, including Prudential reporting (BoE / PRA, FCA), conduct risk and senior manager / individual accountability regime, would be desirable
Background in financial services, either working with financial services clients in an Assurance capacity or in industry with a blue chip employer
Particular industry specialism experience preferable in Banking & Capital Markets and / or Insurance
Ideally holds professional qualification, either in practice ACA/ CA/ ACCA / US CPA qualified (ICAEW, ICAS, Irish Institute or equivalent international qualification) or an equivalent in industry, ACCA, CIMA

196

Financial Services Resume Examples & Samples

Understanding of wealth management functions and processes in Operations and inter-relationships with Front Office, Product Management, Risk and Finance
Experience of one or more wealth management applications and understanding of overall product or service development lifecycle would be advantageous
Customer and/or Operations change management / transformation experience, spanning some / all of the following areas
Successful track record in Wealth Management gained through a top tier consultancy (Big 4, IBM, Accenture etc..), a specialist financial services consultancy, a top tier Wealth Manager, and/or a relevant infrastructure firm (e.g. wealth management banking platforms, wrap / trading platforms)
Good understanding of one or more wealth management product or service areas (including customer segments / strategy, advisory capabilities, distribution channels, portfolio management, relationship management, product and service design)
Appreciation of major industry issues and current market trends in mass affluent and/or wealth management markets
Good understanding of wealth market segmentation, end to end sales, service and/or performance management processes
Whilst a European / global perspective is important, experience of the UK market in particular is also necessary
Ambition to build / develop a career in advising wealth management clients around Customer and Operations improvements at EY
Strong interest and commitment to developing and delivering leading edge solutions to wealth management industry clients
Market network / knowledge

197

Financial Services Sector Resume Examples & Samples

Participate in and lead due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers. Analyze financial/operational results of targets. Identify issues for purchase price reductions, deal structuring, or deal termination. Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements
Develop people. Successfully supervise, coach, and mentor all levels of staff. Conduct performance reviews and contribute to performance feedback/training. Understand/follow workplace policies
Use technology to continually develop knowledge and enhance EY's service delivery
Public audit and/or professional services experience preferred
A dedication to teamwork

198

Financial Services Rep Resume Examples & Samples

Prepare various monthly A/R reports for senior management
Special Projects as assigned by Supervisor
Must be detail oriented with strong organizational skills
Ability to communicate professionally
Excellent computer skills, especially Excel

199

Emeia Financial Services Resume Examples & Samples

Delivering the data collection and the analysis around carbon footprint, community investment numbers, and GRI compliance
Leading the non-financial audit of the Report, and ensuring the recommendations are integrated into the next year’s analysis
Supporting materiality assessment, content collection, and stakeholder engagement
Overseeing design development, and marketing, communications and distribution plan
Promote Corporate Sustainability internally and externally
Raise awareness, increase employee engagement and promote action on CS challenges and opportunities within FS, including an annual ‘Sustainability Day&#8217
Work across markets, service lines and business units (including finance, procurement, talent, operations etc) to integrate CS considerations into policies, procedures and behaviours and deliver short and long term impacts
Build a network of internal and external relationships to increase collaboration on CS initiatives with our country teams, clients and employee networks
Operational support in managing the team budget and planning
Monthly updates to the CS team lead, and to the BMC Operations Lead, as needed
Management of invoice processing, and monitoring of spends against budgets
Provide support during the year-end, and planning process
Input into other team projects like Thought Leadership, FS Insights Hub, and Sustainability Solutions development, as and when required
Management of junior staff member/s of the team (including sourcing of temporary secondments)

200

Client Partner, Financial Services Resume Examples & Samples

Serve as an industry thought leader in social media and digital advertising in order to drive vertical and client success leveraging Facebook’s ongoing product and technology developments
Develop and actively manage short and long term account plans based on client brand and direct response marketing objectives
Accurately and effectively manage sales pipeline in order to prioritize business opportunities and resources
Develop and broaden high-level collaborative relationships, including understanding and identifying contacts that manage multiple budget, (brand, DR etc.) and close large deals with up to 40 major customers
Create and present needs-based solutions and high quality answers to RFPs
Reach and exceed sales quotas while contributing to overall vertical and team goals
Create and deliver consultative sales presentations using industry knowledge, market trends, and Facebook marketing solutions
Exhibit executive presence and confidence in presenting Facebook to C-suite executives
Partner with other vertical teams on structuring and executing operational and strategic initiatives - developing work plans, synthesizing market related data, leading analysis and defining the overall business approach
Methodic coordination & communication across the various entities (PMD, agency, direct client teams)
Marketing, Brand Advertising, Direct Response, Media Sales and/or Online Advertising experience
Traditional media sales experience strongly preferred
Ability to build strong relationships with top marketing decision makers
Proven track record of successfully reaching and exceeding sales revenue goals through consultative sell
Strong understanding of Facebook user behavior and how technology works
Strong analytical and Excel skills are essential, as well as curiosity, persistence, and the ability to solve problems in a structured manner
Strong ability to apply rigor, methodologies and use technology to execute, assess, and explain complex brand and performance marketing solutions
Experience in a fast-paced startup, sales, and/or online advertising environment strongly preferred
Ability to move fast, be bold, and thrive in a dynamic, quickly-changing environment
Demonstrated ability to work and collaborate in a team setting
Dynamic, flexible, hard-working, and highly organized
Strong passion for Facebook and our mission
Fluency in English and French

201

Italian Team Leader Financial Services Resume Examples & Samples

Managing an international team of about 10 support agents
Daily, weekly and monthly reporting
Conducting review meeting with team members
Monitoring performance and providing feedback
Providing support to Senior Management
Min 3 years team management / team leader function experience from customer service, call centre
Experience in financial service or insurance industry would be an advantage
Strong time management, organizational skills
Ability to work in a pressurized environment
Strong communication, problem solving skills
Complete fluency in spoken and written English and Italian

202

Emeia Financial Services Brand Resume Examples & Samples

Ability to take ownership and personal responsibility
Excellent interpersonal communication skills - written and verbal
Strong project management and experience of leading projects, people and resources, as well as managing and coaching more junior team members
Strategic thinker who can work across all levels of an organisation, but with demonstrated practicality, commerciality and client focus
Exposure to executive level staff and the ability to develop trusted business relationships with senior internal and external clients and suppliers
Strong influencing skills at all levels within the business
Self-belief and ability to present those beliefs persuasively and with conviction
Preferably CIM qualified
Professional services experience and, ideally, knowledge of the financial services industry and international experience, would be an advantage
Proven ability to manage complex processes and/or projects at an international level
Experienced in B2B marketing and communications, preferably in professional services
Good understanding of the financial services industry
Experience managing small teams
High degree of influencing and networking skills
Outstanding communications abilities and experience
Proven ability to influence and build collaborative relationships in BMC and beyond
Ability to challenge views/perspectives while securing buy-in within BMC and beyond
Experience managing complex global programs

203

Financial Services Industry Professionals Resume Examples & Samples

Bachelor’s degree or equivalent years’ experience required
Experience with Financial Services industry
Must have Business Analyst OR Project Management experience, such as
Experience creating dashboards and reporting
Knowledge and understanding of analytical methods used to measure and communicate key performance metrics (KPIs)
Knowledge and understanding of Business Process Analysis best practices
Advanced Microsoft Office (Word, Excel, Outlook, and Access)
Must be willing to live and work in the Charlotte, NC area
Willingness to consider limited travel, if required

204

Financial Services Audit Manager Bristol Resume Examples & Samples

Demonstrate the ability to lead and manage fieldwork on client’s sites including liaising with other departments to ensure the smooth delivery of the Audit process
Demonstrate expertise in primary accounting frameworks (UK GAAP or IFRS) and in related financial reporting matters
Demonstrate expertise in using GAM to perform an assurance engagement in compliance with auditing standards
Identify areas requiring improvement in the client’s business processes and possible recommendations and prepare and deliver Management Letter to be provided to the client
Proven and demonstrable experience in delivering external audit and assurance engagements in the Financial Services industry, ideally have particular experience in the Insurance market

205

Financial Services & Solutions Resume Examples & Samples

At least a Bachelor's Degree in any Business Course (Accounting, Economics, Finance, Mgt of Financial Institutions) or Math-related
Hard-working & self-driven
Flexible on work hours
Has good communication skills (both oral and written)
Adaptability to learn and master new applications
Thrives in a changing and dynamic environment
Team-player, can work with diverse individuals collaboratively

206

Financial Services Resume Examples & Samples

Five or more years of solid experience in financial aid or student accounts preferably in a post-secondary institution
Experience with the budget process as well as an overview of A/R and A/P
Strong interpersonal skills with both faculty and student populations

207

Student Financial Services Rep Resume Examples & Samples

3 years of accounting &/or bookkeeping experience or the equivalent combination of education & experience
2 years of customer service experience or equivalent combination of education & experience
Experience working in customer service

208

Student Financial Services Rep Resume Examples & Samples

Work closely in a team environment to provide outstanding customer service via phone and email within Service Level Agreements (SLAs)
Assist students with the financial aid process by advising them on available types of financial aid
Explain to the student the status of their financial aid application, amount and sources of aid, and expected date of disbursement
Direct students to the appropriate website to complete their financial aid application (FAFSA). Actively communicate/escalate student concerns to Tier II Financial Aid and/or other departments as needed
Help train new team members
Work hours that support day, evening and weekend financial aid operations as needed
Work some holiday hours as business needs dictate
Ensure organizational policy and procedures are followed regarding security and confidentiality pertaining to the collection and/or use of Personally Identifiable Information (PII), including, but not limited to, Social Security and credit card information
Strictly adhere to organizational procedures regarding security and confidentiality of student financial and FERPA protected information
Complete other duties as assigned
Intermediate proficiency with Microsoft Office. Experience with PowerFAIDS, and Onyx CRM software preferred
Must be detail-oriented with excellent organizational skills
Must possess excellent interpersonal and communication skills
Must be able to perform multiple tasks under pressure in a fast paced environment
Must have a strong sense of urgency as well as consistently create and maintain a positive student experience
Excellent verbal and written communication skills required. Ability to successfully resolve student issues from request through resolution
Effectively work with multiple databases and student platforms. Skilled at connecting and building rapport with students from diverse backgrounds
Creative, innovative, able to work independently and in a team environment
Ability to adapt to new and rapidly changing situations. Experience in collecting and handling financially sensitive information in the strictest confidence
Minimum 1-3 years experience working in a service-oriented environment, technical support, or related field
Foreign language fluency is a plus
Familiarity with online learning technology is a plus
Bachelor’s degree and experience in student financial aid or student financial counseling preferred

209

Student Financial Services Service Center Specialist Resume Examples & Samples

Determines nature of inquiries by working with customers
Answers inquiries by clarifying desired information; researching, locating, and providing information
Resolves problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems
Maintains student accounts and service center database by entering information
Responsible for the execution of financial aid counseling of policies, requirements, and procedures
Provide superior customer service and efficiency in response to inquiries from internal and external customers
Stay informed and responsive to changing program regulations
Promote a work environment that is positive, student-centered, and compliant with established policies and procedures
Support cooperative cross-functional, cross-regional communications and dialogue by maintaining a close working relationship with campus teams, regional teams, Bursar, Internal Audit, and related groups
Ensure the security of financial aid applications, documents, systems, and students’ personally identifiable information
Effectively use information to identify and escalate issues as needed
Assume responsibility to prioritize emerging issues, handle concurrent objectives and meet deadlines
Perform other job-related duties and special projects as assigned
0-1 years financial aid & customer service experience; and/or
1-2 years call center experience desired
Develop proficiency and become a Subject Matter Expert (SME) in all areas of student finance related policies and procedures

210

Account Executive Financial Services Resume Examples & Samples

Create detailed, strategic target account plans to penetrate industry leading clients
Leverage cross-functional client and Pega resources to successfully identify and drive sales campaigns
Penetrate new accounts and grow our existing customer base in the assigned portfolio
Perform in-depth client and industry research to create compelling business cases and RFP responses
Work with partners to generate Pega value propositions and selling opportunities
Bachelor’s degree or equivalent business experience
5 to 8+ years of direct sales experience with industry-specific and/or application expertise
The ability to negotiate and explore alternatives and positions to reach outcomes that gain support and acceptance by all parties
The capability to actively listen and understand what is said and not said, and comprehend the meaning and intent
The talent to persuade and influence, using appropriate interpersonal styles and communication methods to gain acceptance of thoughts, plans, activities, services and productsKnowledge of strategic business applications in CRM, Sales, Operations, or Marketing

211

Senior Ba-financial Services Resume Examples & Samples

Senior BA
Exciting Project!
6 Month contract with potential to extend
Data Mapping
Stake holder management
Agile (beneficial)

212

Financial Services Analyst Resume Examples & Samples

Settles high volume financial transactions on a daily basis timely and accurately
Ensures proper functioning of data transfers between various system interfaces such as Netsuite, external credit card processor, and settlement banks
Reconciles daily directed funds movements with actual results reported
Enters data into system involving processing debit/credit transactions
Analyze charge backs and follow up with merchant bank and credit card issuers as needed
Reconciles various clearing and settlement General Ledger accounts at month end and provide standard or ad hoc requests for reports on clearing and settlement activity

213

Account Manager, Banking & Financial Services Resume Examples & Samples

Hands-on experience in End to end account management with Account forecasting and budgeting, managing account operations, manage overall P&L etc
Building & managing customer relationships with Business & IT stakeholders
Envisioning and creating new opportunities within existing and new businesses
Map the customer organization, reach out to new business units, creating a sales strategy for new business acquisition,
Manage end to end lead gen, sales and RFI/RFP processes. Lead financial and contract terms negotiation and outsourcing strategy for clients
Overseeing fulfilment on turnkey and staff augmentation projects
Owning P&L (revenue, margin, pipeline, receivables) and customer satisfaction
Client Relationship Management; engage with CXO, VP and Director level clients
Manage risks and issues related to the account, including delivery oversight
Requires at least 3+ years of account management and delivery in US
Stakeholder relationship and business development experience is a must with proven track record
Previous experience with account management or hunting role a must-have; responsibility for accounts involving 100+ people and budgets of $10-15 Million or greater
Solid understanding of multiple horizontal offerings within Cognizant; prior experience of understanding client requirements and mapping to Cognizant service offerings (Business Horizontals.)
Demonstrated success in planning and controlling account related activities; use of delegation and effective communication
Demonstrated leadership qualities such as conflict/issue resolution and escalation management
Excellent communication skills that would help in establishing good rapport with the client and improve Cognizant’s overall relationship with the clientele
Create customer presentations and provide support in overall opportunity management
Previous Experience in managing Fixed price and managed service model contracts (SLA’s , KPI etc)
Ability to understand client business model and proactively create opportunities to drive value
Staffing demand fulfillment

214

Account Manager, Banking & Financial Services Resume Examples & Samples

Manages the Client Relationship effectively
Effectively manages the SOW & provides status updates to clients
Manages the Account s P&L, MIS & Reporting
Forecasts and manages resource requirement optimally
Manages the team effectively. Plans and prioritizes activities for the team / Meets deadlines consistently
Ability to grow into having a Senior Executive presence – possesses an interest and passion toward engaging senior level executives in grasping and enabling fundamentals of business change through consulting solutions
Ability to work collaboratively in a virtual and highly-matrixed environment

215

Data Scientists Financial Services Resume Examples & Samples

Master in Physics, Statistics, (Applied) Mathematics, Computer Science, Data Science, Applied Sciences, (Econometric) Engineering, Actuarial Sciences, etc
Relevant professional experience (depending on the level) working with advanced analytics and data visualization techniques, ideally within the financial sector
Hands on experience in the area of Enterprise Intelligence (e.g. Data Warehousing, Data Management, Business Intelligence, Analytics, Big Data ecosystem)
Good understanding of, and practical experience with, analytical techniques and tools for predictive analytics (SAS, Enterprise Miner, Modeler, R, Python) and advanced visualization (QlikView, Tableau, Spotfire)
Programming experience with multiple tools/languages, Big Data technologies (Hadoop, Mongo DB, Neo4), and Real Time technologies (Spark, Storm…)
A one-step-ahead attitude and a strong interest in new technologies, innovative solutions and business changes in the market
Fluency in Dutch and/or French, proficient business English, and solid communication skills
You apply statistical or machine learning techniques design and development of processes meant to operationalize derived analytical models into business applications
You participate in the design, acquisition and completion of Enterprise Intelligence transformation projects
You identify added-value insights from data and build that into visualizations
You support transformation processes towards a data-centric culture
You act as a team member, collaborate with your colleagues, and update more senior team members on progress
You display maturity and the ability to function independently in our professional dealings

216

Nl-financial Services Resume Examples & Samples

Risk and control assurance around processes
Skilled Person Review management (either as a Skilled Person or someone who has delivered a remediation plan in the business)
Forensic investigation
Regulatory change analysis and delivery
Business interpretation of rules, regulations and legislation
Board governance effectiveness and overall firm governance
Business case and strategy development
Target operating model design
Programme and project management
Performance improvement
Business process redesign
Outsourcing, shared services etcetera
Implementation management and execution of business change

217

Client Partner, Financial Services Resume Examples & Samples

Exceed sales goals for yourself and your team
Bachelor’s degree in marketing or business related subject preferred
Self starter with entrepreneurial approach to work, excellent leadership, organizational and problem solving/decision making skills with minimal direction, high attention to detail
Strong interpersonal skills and proven record at working as part of a team
Background in Marketing, Media, Advertising, Sales or Consulting (the role requires a understanding of the online and traditional advertising landscape)
Sales experience with vertical knowledge & direct response marketing experience
Proven and consistent track record of executing against growth & sales targets
Proven ability presenting to and influencing top level decision makers
Facebook and Instagram user and familiarity with both Facebook and Instagram's commercial offering
Advanced data analysis skills
Experience aligning marketing solutions and measurement to client business objectives
Experience planning, delivering, and executing marketing campaigns, measurement, and creative strategy
Experience communicating insights derived from complex data to drive sales
Experience supporting the execution of account growth strategy and action plans as part of a team
Deep understanding of the Financial Services industry, specific experience preferable
Ability to take data and analytics and use the Facebook product to build a solution for our customers

218

VP, Financial Services Product Development Resume Examples & Samples

Provide executive leadership through deep subject matter expertise in consumer/retail banking, commercial banking, mortgage/lending, wealth management, and capital markets
Build a strong team through clearly defining roles, attracting, retaining, and training talent
Appraise the Financial Services market, customer opportunity, competition, radiation, and core competence to define target segments, and target accounts
Identify and propose marketing, sales, or application investments and/or reprioritization of investments that position Pega for continued success
Manage vertical marketing efforts to improve pipeline working in collaboration with other marketing teams, and staying consistent with Pega’s brand positioning
Effectively manage across functional boundaries to maximize the effectiveness and productivity of the Financial Services team
Act as an effective company spokesperson & industry domain expert with outside firms & industry analysts
BS/BA (MBA strongly preferred)
20+ years of increasing responsibility in a high growth software/technology vendor, tier one consulting firm, or industry leading financial services organization
Ability to establish and manage financials subject to approval of executive leadership and board members
Deep understanding of the Financial Services vertical and emerging trends in the market with a particular expertise in digital transformation
P&L management experience
Prior responsibility for overseeing Sales, Marketing, Business Development, Product Development, Finance, and/or Operations
Strong analytical skills and business judgment
Strong written and oral communication skills, especially the ability to articulate Pega’s capabilities and benefits to customers in the industry and differentiate Pega from competitors
Deep understanding of how technology can be applied to the industry and a technical visionary

219

Product Analyst for Mobile Financial Services Resume Examples & Samples

To lead product implementation process , including but not limited to technical integration, application development, customer experience exercise, testing and product performance monitoring
To provide necessary analysis within product development and management process, to any internal and external stakeholders
To assist it’s supervisor on revenue assurance, budget expenses, and campaign monitoring
Lead and/or driving the implementation of high-volume, low-latency applications for financial-critical systems and mobile telecommunication technology, delivering high-availability and performance
Manage all phases of the development lifecycle
Supervising well designed, testable, efficient code
Ensure designs are in compliance with specifications
Prepare and produce releases of software components
Support continuous improvement by investigating alternatives and technologies and presenting these for architectural review
Experienced with linux/unix operating system(sys admin)
Experienced with full software development life cycle
Experienced with API management
Experienced with BRD, FSD creation

220

Customer Financial Services Rep, Builder Resume Examples & Samples

Research received checks and apply cash to appropriate accounts daily
Maintain business relationship with customers to understand customer requirements and resolves issues
Liaise with customer care and field sales to gather information required for accurate billing and timely collections
Processes liens and lien waivers to allow title company to clear the title
Make recommendations on customers to include on the bad debt reserve
Demonstrated successful ability to build positive partnerships and work collaboratively with cross-functional business teams
Excellent verbal and written communication skills with the ability to interact with internal and external customers
Demonstrated successful ability to input data with a high accuracy rating, and strong attention to detail
Bachelor’s degree in business, finance, or related field

221

Financial Services Organization Resume Examples & Samples

Support APAC Financial Services idea generation in the team – horizon watching for likely opportunities, identifying future trends in sub sectors and targets
Take the lead in covering China FIG for strategic opportunities
Conduct research, develop strategic insights and prepare industry overviews, strategic pitches and profiles for client discussions
Work with country and market leaders within EY to undertake target identification and screening, connect ‘potential buyers and targets’, build and manage a pipeline of activities, track performance and provide competitive analysis to clients
Build internal network and meet industry experts. Actively contribute to regular APAC wide origination meetings plus business development activities for Financial Services and take lead in following-up on chosen opportunities
Take responsibility in providing coaching and training to junior research analysts in India
Strong analytical capability and good commercial acumen by identifying issues, asking the right questions, taking a logical approach to finding an answer based on research and sound analysis
Demonstrates ability to use both qualitative and quantitative methodologies including financial analysis skills
Attention to detail to ensure highest quality of work is submitted for review
Perseverance, both a team player and someone who can work independently
Succinct and structured oral and written communications skills
Good executive presence and proven ability to build strong working relationships with senior partners of EY, using primarily virtual communication methods
Proven ability working in a fast-moving, client-driven environment
Perfect English and a strong preference for fluency in Mandarin

222

Account Executive Financial Services Resume Examples & Samples

Selling software, solutions and services to various business units within a designated account
Working with other sales personnel to position and leverage sales opportunities to acquire, grow and retain customers within assigned territory
Fulfilling a wide range of requests for information from prospective customers
Qualifying the scope and level of opportunities
Prospecting within the account to uncover additional business needs
Forecasting time frames to close business
Working closely with account managers and executives to facilitate timely response to highly qualified, high revenue potential leads
Preparing standard quotations and proposal information as needed
Working with other departments to create and finalize contracts and set time schedules for services
Following up with customers to track satisfaction levels and to discover additional revenue opportunities
Developing a basic understanding of company pricing and licensing procedures
Performing other duties, as assigned
Previous sales experience in a similar role
Strong networks within the Financial Services industry
Proven sales track record in selling software solutions
Knowledge of advanced strategic sales techniques
Knowledge of hardware and/or software acquisition cycles and buying influences
Advanced knowledge of industry software and hardware terminology and concepts
Knowledge of SAS solutions and services is desirable
Strategic selling style with skills in analyzing and evaluating territory dynamics to develop and implement a sales plan
Takes initiate and lead projects
Can work effectively in a team environment as well as autonomously
Able to relate technical and business concepts to SAS applications and user needs
Willing to travel when required

223

Account Executive Financial Services Resume Examples & Samples

Generate sales for software, solutions and services into current and prospective financial services customers in Qatar & Oman
Work with sales leaders to position and leverage sales opportunities in order to acquire, grow and retain customers within the assigned territory
Fulfill a wide range of requests for information from prospective customers
Prospect within the territory & exisiting accounts to uncover new business opportunities
Identify accounts with high "close" potential
Prepare standard quotations and proposal information as required. Work closely with other departments to create and finalize contracts and set time schedules for services
Follow up with customers to track satisfaction levels and to discover additional revenue opportunities
Develop a basic understanding of company pricing and licensing procedures
Plan and implement growth plans, including sales, consulting services and education services
Work in conjunction with the strategic pricing group to negotiate contracts and bids
Direct complex sales opportunities which can include implementation plans. In such cases strong co-ordination & liason with internal and/or external professional services is required
Deliver timely and accurate sales forecasts to management

224

Financial Services Industry Analyst Resume Examples & Samples

Key Initiatives - Define the priorities of SAP internal stakeholders and prioritize the technology assets for CMI asset repository. Drive data-based global initiatives - assemble, assess, and analyze information and author competitive assets that will establish SAP as a thought leader across the markets in which we operate. Support ad-hoc research requests from SAP leadership group
Stakeholder Alignment - Establish a close working relationship and regular cadence / collaboration with senior stakeholders in Solutions/Products, Sales, COEs, Marketing, Services and work with them as valued partners while coordinating with CMI colleagues to eliminate overlap and maximize coverage. Must be comfortable communicating with IT developers, architects, and managers as well as with business managers and executives
Competitive Domain Expertise – Ensure both global and regional coverage and understanding of the FSI market and the competitive landscape including vendor share, customer demographics, solution strengths and weaknesses, win/loss, go-to-market strategies, M&A activities, etc. for both established and emerging competitors. Liaise with external industry and subjects matter experts to facilitate gathering of “offline” intelligence as well as facilitating the collection, integration and dissemination of field intelligence as appropriate
Market Intelligence Domain Expertise – Possess global and regional expertise (quantitative and qualitative) on macroeconomic insights, market segmentation and sizing, regional differentiations, and 3rd party research for Banking / Insurance. Help develop and monitor an “early warning protocol” for measuring, tracking and reporting on environmental events and developments that could impact the business
Communications – Develop and present perspectives on the key trends impacting the FSI market (for e.g. Big Data, Internet of Things (IoT) ) and relevant competitive and market research internally to the management team, general SAP community, and ecosystem
Collaboration – Collaborate with other members of Competitive and Market Intelligence team, the Corporate Strategy Group and work as one team
Work closely with stakeholders to synthesize their FSI cloud strategy requirements and provide insights that complement product execution and roadmap plans
Identify current and future customer needs by analyzing macro and strategic trends and aligning them with SAP’s current objectives or recommending how SAP should respond to these trends
Builds and maintains strategic partnerships with key decision makers internally and in partner and customer organizations
8+ years of business work experience ideally in enterprise software, strategy, business development, finance, or consulting. Bachelor’s degree in Business Administration, Engineering or Computer Science required. MBA, JD or advanced degree in related discipline preferred

225

Financial Services Resume Examples & Samples

Drive all aspects of IT Project Management, including collaboration and coordination across multiple IT and business segments
Apply a range of techniques to estimate project effort and cost
Define project value proposition, scope, work plan, resource needs, timeline and budget for IT projects
Manage resources (i.e., capital requirements and human capital) to complete projects/programs on time and within budget
Perform tasks typical of a Scrum Master (facilitate Release Planning, Sprint Planning, Sprint Review, Scrum Meetings, etc)
Conduct Program Management activities including weekly Scrum-of-Scrums, actively manage cross-functional dependencies and teams
Report project status to different stakeholder groups
Create and deliver professional presentations on project kick-offs and phase gates
Review project deliverables and ensure adherence to quality standards
Establish and control project change management processes to secure project scope
Ensure consistency and adherence to Dell standards, processes, and policies in all projects
Track project budget and resource utilization across projects which could be under different programs
Plan and execute project communications ensuring timely and accurate distribution of information, documentation, and issue resolution to all appropriate team members
Manage third party relationships in the successful achievement of project/program delivery
8+ years of experience in IT and 5+ years of Project Management experience
Proven experience leading globally distributed multi-disciplinary project teams in large enterprise IT projects using different software development methods (Scrum, Kanban, Waterfall, etc)
Education: Bachelor's Degree in Business Administration, Information Systems or Computer Science
Fluency in English (reading, writing and speaking proficiency)
Organization and prioritization skills
Advanced experience with Microsoft Project and MS Excel for planning and tracking purposes

226

Financial Services IT IT Program Manager Risk Management Resume Examples & Samples

Manage a broader portfolio of projects as well as projects within that portfolio or a highly complex project
Oversee process improvements and/or application reliability management in projects that are likely to have few precedents and may have global impact
Contribute to the development of the Program’s structure and manage aspects of the broader program activities
Independently manage multiple larger Complex projects, programs, or small portfolios that require high levels of functional integration and organizational change management
May prepare, present, distribute project, program, or portfolio information to all levels of Dell and Customer management and staff; as well as others both internal and external to the organization; represents the organization to customers, the public, government, and other external resources
Demonstrate good knowledge of different software systems, client/server architectures and various compatibility requirements
Guide the team through the development, testing and implementation stages and review the completed work effectively
Provide direction and technical expertise in design, development and systems integration
Identify resource and equipment requirements, efficient capacity planning and manage software and hardware availability
Actively map, study and address risks and issues by elaborating a mitigation/response plan and while proactively tracking its execution
Mediate internal issues and conflicting priorities among cross-functional teams to keep the team focused on delivery

227

Financial Services Account Manager Resume Examples & Samples

Achieve revenue plans including volume and margin objectives as communicated by Dell Bank that are in line with Dell’s lease penetration requirements across the UK business
Provide comprehensive account management to existing customers and demonstrate the drive and desire to identify new opportunities
Engage with Dell Account Managers and agree actions that drive DFS within all public verticals
Hold monthly Business Reviews with key Dell sales directors reviewing lease financing performance and developing growth action plans
Discuss and structure financing opportunities directly with end-users. Be competent in selling the value proposition and the TCO model allowing customers to move from a capex to opex model

228

Financial Services Resume Examples & Samples

Proactively follow up on bids and opportunities within targeted segment
Generate, follow up and close financing quotes (deal sizes of up to EUR100k)
Support DFS External Account Managers as required
Review ongoing sales pipeline regularly with Dell sales and partners and follow-up on all deals
Ensure adherence to all internal & external audit requirements
7+ years of sales experience in financing, ideally in the technology arena
Proven ability to achieve sales targets in a fast paced environment
Experience of working with SMB customers
Experience of working with technology channel partners
Strong numerical skills, ideally supported by a qualification in finance

229

Financial Services Resume Examples & Samples

Increase volume and consequently penetration of leasing in Dell
Establish credibility in the division and display knowledge and financial expertise with the Dell sales team/management
Coach, train and develop Dell sales executives and coaches to the standards set by DFS
Produce daily, weekly, monthly and quarterly business forecasts of performance by DFS & Dell team
Carrying out all divisional goals including margin, revenue, call behavior etc
Manage and control all customer / Dell satisfaction issues in line with company guidelines
Provide management information to Management/Sales Manager and agree escalation procedures

230

Area VP, Financial Services Resume Examples & Samples

Set and execute an aggressive customer acquisition strategy to generate 25%+ annual growth in revenue and bookings for the region
Maintain key customer relationships and develop and implement strategies for expanding the company's customer base
Provide detailed and accurate sales forecasting
Manage overall sales process, set appropriate metrics for sales funnel management
Plan and manage at both the strategic and operational levels
2nd or 3rd line leadership experience leading teams in commercial sales in the Northeast region of the US
Strong track record of recruiting, developing and retaining a high performing enterprise sales organization
10+ years in software and/or applications sales(ideally in a CRM, ERP and/or B2B SW company), selling primarily to the CxO level
Proven track record of building satisfied, loyal and referenceable customers
C--suite level resources, aligned with regional executives, AEs, and internal leadership teams to present a single front internally and help represent a single vision for our customers
Proven success working within a highly matrixed organization and establishing strong relationships across all functions
Strong operational and analytical abilities
Experience selling cloud based enterprise applications is strongly preferred
Bachelor degree preferred

231

Financial Services Analyst Resume Examples & Samples

Develop open-to-buy scenarios, prepare cash flow and annual budget models, monitor debt refinances, develop profitability analysis and cash projections for retailers
Request and provide analysis on annual retailer financial statements, suggest corrective action to improve efficiency and financial performance, and follow up on non-compliance
Document and analyze financial performance metrics used during a Continuous Improvement retailer event and follow up on event action items
Be an engaged member of the Financial Services team, be committed to continuous improvement where actions and attitude are in line with department and corporate values and goals
Identify areas and processes to automate & add efficiencies
Work as a team player and assist with other projects, special events and assignments as needed

232

Financial Services Practice Manager Resume Examples & Samples

Outstanding customer relationship management experience and collaboration skills
Consulting practice leadership as manager of managers; team size >30 and P&L responsibility
Deep understanding of infrastructure-as-a-service (IaaS) cloud computing transition challenges
Enterprise architecture successes including virtualization technologies & distributed architecture
Familiarity with archive, disaster recovery and business continuity in global operations
Familiarity with compliance & security standards including PCI DSS, ISO 27001, HIPAA, and NIST
Highly technical and analytical, possessing 10 or more years of IT implementation experience
3+ years in IT security, compliance & risk management, including privacy, controls, etc
BS level degree required, computer science, business or math background preferred
Visible IT Industry thought leadership on relevant topics related to enterprise IT infrastructure
Vertical industry sales and delivery experience of contemporary services and solutions
Experience with design of modern, scalable delivery models for technology consulting services
Business development experience including complex agreements w/ integrators and ISVs
International sales and delivery experience w/ global F500 enterprise customers and partners
Use of AWS services in distributed environments with Microsoft, IBM, Oracle, HP, SAP etc
Advanced degrees in engineering and/or business

233

Financial Services Rep Resume Examples & Samples

Collaboration within the call center to ensure benchmark service levels are maintained/exceeded while proactively ensuring minimal negative impact to both internal and external departmental clients
Organize daily outbound telephone communication regarding information received from bank partners concerning rejected/returned employee deposits, trace inquiries and communicate this information to said partners in a prompt, courteous fashion
Promptly facilitate delivery of client-initiated documentation such as letters of indemnity; tax adjustment forms, banking notices etc. as required

234

Client Partner, Financial Services Resume Examples & Samples

10+ years’ experience as a strategic trusted advisor working with C-Level clients
10+ years of experience in Marketing, Brand Advertising, Media Sales and/or Online
Advertising experience
At least 5 years managing client accounts
Experience on social media, reseller channels and vertical market
Experience working with marketing decision makers at traditional companies and agencies
Track record of reaching and exceeding sales revenue
Experience introducing performance measures, processes and systems

235

Financial Services Resume Examples & Samples

Delivery on client assignments
Developing long-term trusted advisor relationships with external clients and industry contacts
Supporting development of our core client solutions
Ensuring client satisfaction by providing timely, value-added services that meet or exceed expectation
Supporting the sharing of knowledge and experience with the team to develop colleagues and the capability of the firm
A successful track record in Investment Banking / Capital Markets / Insurance gained either through a top tier consultancy (Big 4, IBM, Accenture etc.) or top tier bank
Understanding of process/operational excellence methodologies

236

Solutions Architecture Leader Financial Services Global Accounts Resume Examples & Samples

As a key member of the business development and marketing team, ensure success in building and migrating applications, software and services on the AWS platform
Educate customers of all sizes on the value proposition of AWS, and participate in deep architectural discussions to ensure solutions are designed for successful deployment in the cloud
Conduct one-to-few and one-to-many training sessions to transfer knowledge to customers considering or already using AWS
Capture and share best-practice knowledge amongst the AWS solutions architect community
Author or otherwise contribute to AWS customer-facing publications such as whitepapers
Build deep relationships with senior technical individuals within customers to enable them to be cloud advocates
Act as a technical liaison between customers, service engineering teams and support
Solid experience in design/implementation/consulting experience with distributed applications
Solid experience in infrastructure architecture, database architecture and networking
Working knowledge of software development tools and methodologies
History of successful technical consulting and architecture engagements with large-scale customers or enterprises
High level of comfort communicating effectively across internal and external organizations
Technical degree; Computer Science or Math background highly desired
Demonstrated ability to adapt to new technologies and learn quickly
Experience working within software development or Internet-related industries
Experience migrating or transforming legacy customer solutions to the cloud
Familiarity with common enterprise services (Directory Services, Information Assurance, Virtual Desktop, etc.), products (i.e., Oracle, SAP) and frameworks (ITIL, Zachman, TOGAF, etc.)
Professional experience architecting/operating solutions built on AWS

237

Financial Services Intake Representative Resume Examples & Samples

Conducts initial student financial interview and/or orientations to identify and explain tuition payment options, policies and requirements for the selection of an appropriate payment plan
Facilitates the student finance intake process to ensure compliance with company financial policies and procedures. Receives and verifies financial documents for completeness and accuracy as established by extensive internal standards operating procedures, as well as, some federal regulations
Performs research in response to inquiries and concerns regarding new student clearance for class in regards to financial matters
May prepare deposit and cash posting transactions in accordance with established new student application procedures. Prepares data entries for financial systems
Communicates between multiple departments to expedite the clearance of students entering into the program
Performs initial review of student accounts, database, and file which may include conducting account reviews and verifying accounts are cleared
Performs initial setup of student accounts including coding to the appropriately assigned team and selected payment option
Under established department guidelines and circumstances, has minimal direct contact with students by letter or telephone
Performs other duties as assigned or apparent
High school graduation diploma or equivalent
Ability to communicate effectively in both written and oral formats to perform the functions listed above, using standard financial terms
Working knowledge of personal and financial software packages to enter, financial data, as well as, present information in a written or spreadsheet form as described above

238

Financial Services Regulation IT Transformation Leader Resume Examples & Samples

Advising clients in the Financial Services industry in Luxembourg, mainly for the Banking and Investment Fund business with a focus on regulatory induced changes
Conducting IT strategy analysis: design, assess and optimize operating models, build business cases, design IT strategy
Taking part in or leading system selection/ implementation projects
Managing business/ IT transformation projects: contributing to system implementations (PMO, change management, process design, parameterization, test management, migration, training)
Building a team of professionals to support our / your development in regulatory IT transformation projects
Leading our go to market efforts

239

AWS Financial Services Alliance Manager Resume Examples & Samples

Experience working with a large fortune 100 global enterprise to define product strategies, develop and execute joint sales and Go to Market (GTM) programs, especially for a PaaS platform
Engage the leadership team, field sales organization, channels and end customers to create and drive revenue opportunities for both parties
Set a strategic business development plan for target markets and ensure it's in line with the AWS strategic direction. This includes developing a detailed alliance plan and tracking the progress toward those goals
Set and manage revenue targets and work with the customer and AWS sales organizations to achieve/exceed goals
Identify specific customer segments and industry verticals to approach with a joint value proposition for using AWS
Understand the customer’s technical requirements and work closely with the internal development team to guide the direction of AWS product offerings
Manage complex contract negotiations involving legal, marketing and business terms
The right person will possess 15+ years of sales or business development experience in the software/technology industry
A minimum of 5 years managing Global Enterprise Accounts
Strong technical acumen, with a demonstrated track record of driving emerging/disruptive technologies like open source software, virtualization and Software as a Service delivery models
Ability to think and work creatively to develop unique joint value propositions and product strategy between AWS and our customers
Bachelor's degree in Science, Technology, Engineering, Math (“STEM” majors) or equivalent experience
MBA or equivalent work experience
Experience with CRM systems, data warehousing and other analytic tools to establish detailed customer metrics

240

Financial Services Resume Examples & Samples

Ability to network effectively within large organisations and build relationships with individuals and clients
Strong interpersonal skills: written, presentation and influencing
Significant Exposure to IFRS (specifically IAS39)
Significant Exposure to Hedge Accounting under current accounting standards (IAS 39)
Significant Exposure to Treasury functions at financial corporate institutions – e.g. strategy, policy, procedures and controls
Drafting of technical accounting papers
Exposure to valuation techniques for financial products
Ability to organise and work well under tight deadlines
Technically sound and an understanding and appreciation of recent accounting developments (IFRS 9, IFRS 13, etc)

241

Financial Services Resume Examples & Samples

Chart an overall course for growth in one of NCR’s highest potential business lines
Lead a team of approximately 250 product management and engineering professionals
Manage the Global P&L for Financial HW ATMs
Build and execute Hardware product roadmaps in partnership with Sales and Solutions Management in all industries
Install and own a robust, disciplined PLM process
Strong executive presence and comfort with presenting, listening and working closely with our global clients and internal teams
Work cross-functionally with the operations, manufacturing, software and services team to ensure successful delivery to the customer base
Drive Hardware product innovation to create customer and shareowner value
Understand Voice of the Customer and drive innovative products to meet their evolving needs
Bachelor’s degree in a related field preferably engineering
MBA desired but not required
10 years + experience in the technology industry with increasing roles of responsibility
Experience managing a P&L and strong financial acumen
Product Lifecycle Management expertise and a proven track record in execution
Good understanding of solution/product management methodologies and best practices
Experience with business development and managing strategic partnerships/alliances
A track record of understanding the importance of the voice of the market, delivering innovative products that meet the needs of the global marketplace and demonstrate competitive advantage
Prior experience launching successful hardware products
An agent for change and a visionary
An excellent communicator at the C-level
An expert multi-tasker
Happy in an agile, fast-paced environment
A great team player who holds everyone to high standards
In possession of a High EQ

242

Financial Services Operations Coordinator Resume Examples & Samples

Actively work with customers to answer inquiries relating to channel invoices, financial contracts, and recovery of executed documents
Coordinate with cross functional teams regarding customer and partner accounts
Solid understanding of the DFS channel, EMC and VMware business

243

Head of Financial Services Resume Examples & Samples

Full membership of a CCAB professional body or CIMA
Experience of strategic financial management, including managing complex budgets in order to enhance value for money and achieve service and corporate objectives
Demonstrable track record of development and maintaining relationships with Senior Management and Directors through matrix working
Evidence of success in leading, managing and motivating staff to achieve agreed outcomes
Experience of managing contractual commercial relationships across multiple clients
Experience of contract management including financial, commercial and operational

244

Tas-financial Services Resume Examples & Samples

We're looking for exceptional people with transaction experience in the financial services sector
Strong commercial awareness gained through direct experience of the financial services sector (either from an industry or Transaction Support role)
Strong academic record including a degree
Demonstrate a keen interest in financial services activity and to become a specialist in a particular area of financial services
Business development experience
Ability to work well within a team and build relationships at all levels
Effective written and verbal communication
Strong word, excel and PowerPoint skills
Effective time management and ability to keep calm when under pressure to meet deadlines
Have counselling skills

245

Tas-financial Services Resume Examples & Samples

We're looking for exceptional people with transaction experience
Commercial awareness gained through direct experience of the financial services sector (either from within an Audit or Transaction Support role)
Demonstrate a keen interest in financial services activity

246

Financial Services Organisation Resume Examples & Samples

Work with EY's leadership team to manage our largest and most comples accounts through the origination of new opportunities and the development of new client relationships
Manage the sales process for a portfolio of strategic opportunities per account (including identifying and closing new business)
Facilitate implementation of the relationship management process
Lead account strategy workshops and facilitate the budgeting and planning and forecasting processes on an annual basis
10+ years’ experience in a strategic sales environment, with a proven track record in selling to Banking and Capital Markets sectors
Detailed financial knowledge gained through selling complex solutions
Previous exposure to major pursuit processes

247

Financial Services Resume Examples & Samples

Work with EY's Leadership team to manage our largest and complex accounts through the origination of new opportunities and the development of new client relationships
Secure and manage firm resources to close new business opportunities
Ensure consistent pricing and contractual arrangements within the account
Conduct win/loss reviews to determine what factors caused the firm to win or lose business and proactively share this information with the account team
Coach the account team regarding the account management activities, including the account management system
10+ years’ experience in a strategic sales environment, with a proven track record selling into in the Banking or Capital Management sectors
Demonstrated experience selling to C-suite and heads of business units within Financial Services
Excellent relationship building skills and the ability to utilise networks to uncover and develop new opportunities
A proven ability to lead virtual teams brought together around an account opportunity
Ability to quickly understand complex products and broad service offerings
Program management skills to run multiple priorities/ campaigns/ client commitments concurrently

248

Financial Services Resume Examples & Samples

Recognized Bachelor's or Master's degree in Accounting, Banking and Finance, Business or other related field
At least two complete years relevant Internal Audit experience in banking, insurance and asset management, and/or in a big public accounting firm
Experience in Financial Services (banking and capital markets, insurance or asset management) preferred
Industry related certification (e.g. CPA/CA, CIA, CMA, CISA) desired
Proficiency with MS Office and Visio
Ability to perform and interpret gap analysis
Understanding of the application of Data analytics and analysis of results
Demonstrated integrity, values, principles, and work ethics
Willingness to travel on overseas assignments

249

Financial Services Assistant Resume Examples & Samples

Develop a fair understanding of the procurement end-to-end process to
Bachelor’s degree in Finance, Admin, Accounting, social sciences, economics
Being bilingual (French & English) will be a plus

250

Regional VP, Enterprise Financial Services Resume Examples & Samples

Bachelor of Science -technology and or business related
10+ years of software sales experience in an individual contributor and management role, including 7+ years sales management experience
Proven record of sales success in a similar enterprise software application environment. Ability and track record of driving business in a strategic manor for demand generation
Proven record of success in a high volume transaction sales environment. Experience selling to the enterprise
Solid understanding of the application selling/CRM space
Excellent presentation and listening skills
7+ years of experience as a front line manager
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