Financial Services Senior Manager Resume Samples

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M Lowe

Meredith

Lowe

571 Kianna Ways

Boston

+1 (555) 219 2864

571 Kianna Ways

Boston

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p +1 (555) 219 2864

Experience Experience

Los Angeles, CA

Financial Services Senior Manager

Los Angeles, CA

Stiedemann Group

Los Angeles, CA

Financial Services Senior Manager

Managing a portfolio of clients and assignments and/or leading major assignments
Identifying opportunities for and securing new business
Leading proposals and bid teams
Assist in consultancy assignments interpreting complex financial instruments
Engaging proactively with clients on all relevant business activities
Valid passport
Generate new business opportunities by participating in market facing activities and developing thought leadership materials. Understand EY and its service lines. Actively encourage team members to contribute ideas and identify opportunities to introduce EY services

Dallas, TX

Financial Services, Senior Manager

Dallas, TX

Lang Inc

Dallas, TX

Financial Services, Senior Manager

Data warehousing and data management
Developing individuals through coaching, mentoring and structured career paths
Providing quality assurance and monitoring risks
Regulatory, statutory and management reporting projects
Developing long-term trusted advisor relationships and managing key EY accounts
Managing the development and delivery of high quality technical proposals
Leading proposals and bid teams and identifying opportunities for and securing new business

present

Houston, TX

Emeia Fso-financial Services Senior Manager

Houston, TX

Hessel, Satterfield and Auer

present

Houston, TX

Emeia Fso-financial Services Senior Manager

present

Working with a wide range of people across the global practice to manage deadlines and deliver work efficiently
Working with clients to identify relevant tax opportunities; providing insightful, industry specific advice on a range of tax issues
An enthusiastic attitude and flexible approach to work
Proactively supporting the partner team in expanding the current client base
Building strong client relationships for current and target clients
Managing the end to end process for the clients in your portfolio, which will include opportunity identification right through to delivery
Ensuring a high level of client service

Education Education

Bachelor’s Degree in Computer Science

Carnegie Mellon University

Bachelor’s Degree in Computer Science

Skills Skills

Demonstrating deep technical capabilities and professional knowledge Working in an entrepreneurial environment to pave your own career path
Strong presentation skills and proficiency in the use of PowerPoint, Word and Excel
Excellent interpersonal skills and ability to work effectively within a team
Good understanding of economic or market issues and the ability to interpret their impact on clients
Possess strong interpersonal and teaming skills
Strong analytical and problem-solving skills
Excellent leadership and teaming skills
Business Intelligence and visual analytics: OBIEE, MicroStrategy, Business Objects, Cognos, Business Objects, Spotfire, Qlik, Tableau
Demonstrate strong leadership expertise across engagement and practice teams
Leading and coaching diverse teams of professionals with different backgrounds

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Emeia Fso-financial Services Senior Manager Resume Examples & Samples

Ensuring the successful delivery of tax projects, ensuring technical excellence and a practical/business driven approach
Building strong client relationships for current and target clients
Working with a wide range of people across the global practice to manage deadlines and deliver work efficiently
Working with clients to identify relevant tax opportunities; providing insightful, industry specific advice on a range of tax issues
Proactively supporting the partner team in expanding the current client base
An enthusiastic attitude and flexible approach to work
ACA / ACCA / CA / CTA / law or equivalent qualification (or breadth of knowledge equivalent)
Experience of working in a compliance and reporting environment, either within practice or industry
Strong interpersonal skills with the ability to build effective working relationships with current and potential clients
A pragmatic approach to problem solving

Financial Services Senior Manager Resume Examples & Samples

An excellent grasp of the regulatory landscape in the UK and EU, and a broad understanding of major international regulatory initiatives (e.g from the US of Basel Committee)
Experience of advising on AIFMD, MIFID II, EMIR, FSMA and other relevant laws and regulations
An understanding of Bank Regulatory capital issues and other issues affecting the banking sector, such SMR, RRP and Vickers
And understanding of trading arrangements, such as derivatives, stock-lending and repo and prime brokerage
Whilst not essential, experience of financial crime issues including AML and ABC and any involvement in conduct or fraud related investigations is relevant

Pi Financial Services Senior Manager Resume Examples & Samples

Bring strong knowledge of Banking and Insurance operations with a deep understanding of the challenges faced in the industry
Have led operational improvement teams, driving change programmes and profitable growth · Have a clear track record in driving tangible improvements to productivity, change management, or cost and operational scalability within insurers
Bring a strong network in the industry, ideally supported with exposure to leading overseas practices (for instance the US, Europe, UK, South Africa)
Have gained experience in a consulting role within a top tier professional services firm or within a financial services organization
Have operated successfully in West Africa
Support the development of $10m FY16 sales portfolio focused on performance improvement
Lead or support business development campaigns within the Banking and Insurance industries*
Provide market commentary on macro and micro issues that are challenging the Banking and Insurance industries in West Africa
Define hypothesis solutions which respond to industry challenges that can be package to support go-to-market campaigns
Develop or enhance existing methodology to tailor for the Financial Services sector
Lead or support client engagements
Provide adequate skills transfer and build a supporting team
Engage with the EY Global FSO network and contribute to the knowledge source of the wider firm
NB:- Note that there may be a need to support initiatives or programmes of work that are outside of the Banking and Insurance industry
Demonstrable understanding of the end to end banking and insurance value chain
Demonstrable understanding of Customer and market segmentation, Customer management and operations
Demonstrable understanding of the cost and revenue levers in the banking and Insurance industries that impact the income statements
Effective Programme management experience
End to end process reengineering experience
Financial modelling and Activity based costing analysis
Issue synthesis and root cause analysis
Business case development
Maintain an educational program to continually develop personal skills of all levels of staff
Effective negotiations and influencing skills
Effective people management
Effective coaching and mentoring
Understand and follow workplace policies and procedures and communicate these to all levels of staff
Ability to engage with the wider EY Global network, Financial Services Office and Africa Region

Financial Services Senior Manager Resume Examples & Samples

Manage, coordinate, plan and deliver IT Risk & Assurance Services projects which include GRC program design, performing current state assessments, future state design, GRC process re-engineering and enhancements, GRC tool and technology implementation, risk assessments, risk metrics and dashboarding, risk convergence, IT risk and control framework design, and integrated operational risk management projects
Demonstrate excellent project management skills, inspire teamwork and responsibility with engagement team members, and use current technology and tools to enhance the effectiveness of deliverables and services
Bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience
Approximately 7 years of experience working as an IT Risk or Security professional for a financial services organization or public accounting firm or professional services firm
Willingness and ability to travel 50%
Certifications: CPA, CA, CISA, CISSP, CISM, CBCP, CIA or CFE certification is strongly desired. Non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual's professional background, area of specialization, or industry focus, we recognize that other certifications, credentials, or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY’s Area and Americas Advisory leadership

Financial Services Senior Manager Resume Examples & Samples

Coordinate, plan and deliver IT audit procedure especially focusing on complex banking, capital markets, asset management or insurance systems. Work with the team and the client to perform risk assessments, design innovative audit approaches, plan engagement objectives, manage the execution of field work and draft and deliver audit reports while complying with professional standards and addressing the risks inherent in the engagement
Demonstrate a thorough understanding of financial services processes and complex information systems and apply knowledge to client situations. Use extensive knowledge of the client's business/industry to identify technological developments and evaluate the impacts on the client's business
Approximately 7 years of experience working as an IT auditor or IT risk adviser for a public accounting firm, professional services firm or within industry
Prior experience generating new business opportunities by participating in market facing activities and developing thought leadership materials
Significant experience with internal audit risk assessment and governance, risk and compliance (GRC) methodologies, tools and enablers in the financial services sector
Direct audit experience with trading and risk management systems, product ledgers/sub-ledgers and ERP systems
Strong project management skills,
Certifications: CPA, CA, CISA, CISSP, CISM, CBCP, CIA or CFE certification is strongly desired. Non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual's professional background, area of specialization, or industry focus, we recognize that other certifications, credentials, or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of our Area and Americas Advisory Services leadership

Financial Services Senior Manager Resume Examples & Samples

Lead large scale client engagements, consistently deliver quality client services, drive high-quality work products within expected timeframes and on budget, monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes, manage expectations of client service delivery, stay abreast of current business and industry trends relevant to the client's business
Effectively lead and motivate teams with diverse skills and backgrounds, provide constructive on-the-job feedback/coaching to team members, foster an innovative and inclusive team-oriented work environment, play an active role in counselling and mentoring junior consultants within the organization
Generate new business opportunities, understand EY and its service lines and actively assess/present ways to serve clients, develop and maintain long-term client relationships and networks, develop relationships with team members across all EY practices to serve client needs
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, sector relevance is a plus
A degree with an emphasis in Business, Human Resources, Psychology, Finance, Accounting, Statistics, Economics, MIS (business perspective); Master’s degree is preferred
Approximately 7 years of experience in providing people and organization change advisory services in large-scale, end to end transformations. Areas of focus would include: Visioning and Strategy workshop design and delivery, Leadership Alignment and Development, Stakeholder Management, Communications, Operating Model and Organizational Design, Governance, Training, Competency Assessment, Workforce Strategies, Talent Management and Culture Change
Six Sigma Certification (Green Belt, Black Belt)
Willingness to travel to meet client needs; travel is estimated at 60-80%

Financial Services Senior Manager Resume Examples & Samples

Risk assessment
Program assessment and design
Lead large scale client engagements. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
Effectively lead and motivate teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counselling and mentoring junior consultants within the organization
Generate new business opportunities. Understand Ernst & Young and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all Ernst & Young practices to serve client needs
A degree in finance, economics, accounting or a related discipline; MBA or MS preferred
Analytical skills; specifically, the ability to assess and decompose financial services industry processes utilizing a risk and control focus
Prior experience in consulting preferred

Financial Services Senior Manager Resume Examples & Samples

Generate new business opportunities. Understand Ernst & Young and its service lines and actively assess/present ways to serve clients. Facilitate use of technology based tools or methodologies and identify opportunities to cross-sell services. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all Ernst & Young practices to serve client needs
A minimum of 3+ years of relevant experience with federal banking agency (Federal Reserve, Office of the Comptroller of the Currency, Office of Thrift Supervision, or the FDIC)
Consumer lending product knowledge (e.g., mortgage, auto, credit card), consumer lending life cycle knowledge (e.g., marketing, origination, pricing, risk and servicing), consumer regulation knowledge (e.g., fair lending, CRA, UDAP, TILA, RESPA)
Regulatory requirements of the Federal Reserve, OCC, OTS and/or FDIC
Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
Relevant experience leading teams and managing people in the development and delivery of client engagements, thought leadership materials, and significant practice development initiatives
Prior experience with a large consulting firm preferred or a demonstrated ability to function effectively in a fast-paced, client serving consulting environment
A valid driver's license in the US and a valid passport required; willingness and ability to travel internationally and domestically to meet client needs, estimated 80-90%

Financial Services Senior Manager Resume Examples & Samples

Lead large scale client engagements. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current regulatory, business and industry trends relevant to the client's’ business
Demonstrate deep technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate regulatory changes and business changes. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
A minimum of 6+ years of relevant experience with federal banking agency (Federal Reserve, Office of the Comptroller of the Currency, Office of Thrift Supervision) a plus
Knowledge of bank regulatory requirements, as well as compliance practices (e.g. Compliance Risk Assessment, Monitoring and Testing, Policies and Procedures)

Financial Services Senior Manager Resume Examples & Samples

Relevant experience with the SEC’s Office of Compliance Inspections and Examinations or state securities regulator is a plus
Knowledge of accounting, regulatory reporting and/or regulatory compliance software packages as well as asset management compliance practices, including monitoring and testing, as required by the Investment Advisers Act of 1940 and/or the Investment Company Act of 1940
Prior experience in consulting preferred along with effective leadership, project management and teamwork skills

Financial Services Senior Manager Resume Examples & Samples

A minimum of 6+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
A willingness and ability to travel up to 80% - 90% of the time to meet client needs
A valid driver’s license in the US
A valid passport, willingness, and ability to travel internationally preferable
Specifically, the candidate should demonstrate comprehensive understanding of more than one of the following

Financial Services Senior Manager Resume Examples & Samples

Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes
Generate new business opportunities. Understand EY and its service lines and actively assess/present ways to serve clients
Bachelor's degree in computer science, engineering, accounting, finance or a related field (MBA or MS degree preferred) and approximately 8 years of related work experience or a master's degree and approximately 7 years of related work experience
Minimum of 6+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
Leading platform knowledge such as Summit, Calypso, Murex, Wall Street Systems, Simcorp Dimension, Openlink Findur
Definition of business and technical requirements, Design of business and technology architecture
System selection and implementation support, Data mapping and conversion, Quality assurance and testing, Business Process Reengineering

Financial Services Senior Manager Resume Examples & Samples

Minimum of 6+ years of relevant experience with a Federal banking agency (e.g. Federal Reserve, Office of the Comptroller of the Currency)
Work experience in the banking capital markets, asset management or insurance fields (either in a consulting role or working within business operations/managing projects within the Banking Capital Markets marketplace)
Strong analytical experience and process orientation (process documentation, mapping and redesign; business requirements documentation, root cause analysis, organizational re-design)
Strong communication, presentation, client servicing and technical writing skills as well as strong relationship development and project management skills
A valid driver's license in the US and a valid passport required. A willingness to travel, both domestically and internationally, to meet client needs

Financial Services Senior Manager Resume Examples & Samples

A degree in law, finance, accounting, or a related discipline; JD MBA or MS preferred
A minimum of 6+ years of relevant experience with federal regulatory agency (Securities and Exchange Commission, Commodities and Futures Trading Commission, Federal Reserve), self regulatory organization (FINRA, NFA, CBOE, CME), financial services organization Compliance Department, or CRCP certification
Knowledge of broker dealer, swap dealer, FCM or similar compliance practices
A valid driver's license in the US and a valid passport required; willingness and ability to travel internationally and domestically in order to meet client needs

Financial Services Senior Manager Resume Examples & Samples

A bachelor's degree (business related discipline) and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience; Six-sigma or PMI, PMP certifications or exposure to other process improvement methodologies a plus
A minimum of 6+ years of experience with leading medium to large sized projects and/or programs within the financial services industry with a large consulting firm or internal consulting organization at leading financial services corporations
Demonstrated ability to lead medium to large-sized, complex financial services projects, managing quality of deliverables, timelines, budgets, and milestones,
Demonstrated ability to develop project approaches, work plans, resource estimates, and cost estimates while establishing and maintaining client expectations through the project lifecycle including governance and scope, approach, project planning and communications programs
Past experience in managing program management offices leading transformational change projects preferred
Prior consulting experience preferred including current state/future state assessments, business process re-design, and development of target operating models
A willingness to travel, both domestically and internationally, to meet client needs; a valid driver's license in the US and a valid passport required

Financial Services Senior Manager Resume Examples & Samples

Coordinate, plan and deliver audit objectives and scope of work especially focusing on complex banking, capital markets, asset management or insurance systems, work with the team and the client to perform risk assessments, design innovative audit approaches, plan engagement objectives, manage the execution of field work and draft and deliver audit reports while complying with professional standards and addressing the risks inherent in the engagement
Demonstrate a thorough understanding of financial services processes and complex information systems and apply knowledge to client situations, use extensive knowledge of the client's business/industry to identify technological developments and evaluate the impacts on the client's business
Generate new business opportunities by participating in market facing activities and developing thought leadership materials. Understand EY and its service lines, actively encourage team members to contribute ideas and identify opportunities to introduce EY services
Bachelor's degree and approximately 8 years of related work experience; or a master's degree and approximately 7 years of related work experience-
Minimum of 6+ years of related audit or applicable financial services business experience; 5 or more years of public accounting experience preferred
Strong skills in project management and engagement closure
Successful candidates must be available to travel as needed within and outside of the U.S. and work in excess of standard hours when necessary - second language skills and international business experience are preferred

Financial Services Senior Manager Resume Examples & Samples

Consumer Lending (eCommerce / Mobile Banking, Deposits, ATM, Checking etc)
Auto Finance
Effectively lead and motivate teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization
Generate new business opportunities. Understand Ernst & Young and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
A degree in Business Administration, Engineering, or in a business related field; CFA, CPA and or MBA a plus
A minimum of 6+ years of experience in leading multiple large-scale operations and technology change initiatives with “brand name” consulting firms, or internal consulting organizations at leading corporations
A minimum of 6+ years experience in Financial Services, with deep domain knowledge in (consumer, mortgage -loan originations, servicing fulfillment and securitization / secondary markets , auto - finance, credit cards / payments and core banking - eCommerce/Mobile Banking, Deposits, Checking, ATM etc)
Understanding of key technology and services vendors and products supporting the lending industry
Prior experience in designing operations processes, identifying target metrics, developing business requirements for systems solutions
Ability to effectively communicate and present to senior level client executives (E- and C-Level)
Strong analytical skills; specifically, the ability to diagnose end-to-end lending originations and servicing operations to identify opportunities to improve performance and effectiveness; six-sigma certification or exposure to other process improvement methodologies a plus
Strong skills in developing business cases and financial impact of the proposed initiatives on the client’s P&L
Definition of business and technical requirements
Design of business solutions and technology solutions
Vendor selection
System selection and proof of concept
Quality assurance and testing
Package Implementation
EMC (Documentum)
Pega Systems
Tibco
ILog
JRules
Fiserv

Financial Services Senior Manager Resume Examples & Samples

Lead large scale client engagements. Consistently deliver quality client services. Drive high-quality work products within the expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
Functional knowledge related to asset-liability management, interest rate risk, funding and liquidity risk, collateral management, behavioral modelling, stress testing and scenario analysis, maturity mismatch, prepayment option modelling, sedimentation modelling, etc
Strong written and verbal communication skills for report writing, client presentations, and project management

Financial Services Senior Manager Resume Examples & Samples

Play an active role in counselling and mentoring junior consultants within the organization
Degree in computational finance, mathematics, engineering, statistics, or physics preferred
C++/Visual Basic/Excel routines and analytical programming requirements
Willingness to travel to meet client needs
Possess a valid Driver’s License in the United States

Financial Services Senior Manager Resume Examples & Samples

Own senior-level relationships with clients and interact with clients at the C-suite level. Understand the needs of client and develop new service offerings to meet their needs. Provide advice on defining / designing operations strategy, process framework guidelines, target operating models, improving business processes and supporting business integration
Lead multiple business process services that help define, identify, assess, manage and measure client capabilities
Manage team’s assessment of policies, procedures, governance, design and technology in relevant areas such as trade lifecycle, booking strategy / front office structure, Broker –Dealer operations, internal control environment, clearance and settlement, client onboarding, treasury operations, collateral management and regulatory regimes (CFTC, SEC, EMIR, FINMA, etc.)
Manage multiple engagement teams and client accounts to deliver client excellence and establish strong client relationships. This includes oversight over daily project activities, scope management and change management activities, resolving escalation from engagement teams,, review of project deliverables, and presentations to client personnel and leadership. Provide constructive on-the-job feedback to team members. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Identify opportunities and teaming that lead to new business development opportunities. Understand Ernst & Young and its service lines and actively assess/present ways to serve clients
Consistently handle complex-level technical and business concepts by the client and EY teams
Make significant contributions to the development of EY thought leadership content to advance service offerings
Contribute significantly to knowledge-share environment through active participation in communities
Strategically build trusting, mutually beneficial relationships with existing clients and client targets (C-suite level)
Play a key role in leading pursuits at target accounts
Play a significant role in recruiting, counseling families, inclusiveness initiatives and EY learning programs, webcasts and client seminars
Work with the clients to design new processes, framework and governance model for organizational and technology changes as required by the project
Actively develop staff, senior and manager advisors on the projects by supporting individuals in developing project management, industry content, and communications / presentation skills
Build deeper understanding of the selected area, research emerging industry trends and best practices and participate in practice development initiatives, such as creating points of view and proprietary engagement delivery methodologies
Drive business development opportunities as well as support cross-selling of EY’s advisory services
Bachelor’s degree in Accounting, Finance, Economics, Business or Science and Engineering – Masters, MBA and/or CPA is preferred (foreign degree acceptable); 8+ years of relevant experience in working at a financial services company or comparable experience working as an advisor to a financial services industry; of the required experience, must have at least 5 recent years of experience in Capital Markets
Have an established external brand; experience representing firms by speaking and/or publishing on Advisory methods
Must have proven ability to think broadly and globally; proven success in generating innovative, future-oriented solutions
Must have proven experience in leading small, medium and large-sized operations and technology change initiatives or system implementations with “brand name” consulting firms or internal consulting organizations at leading corporations. Team must have had outstanding client satisfaction ratings / feedback
Experience in program management in enterprise/operations transformation projects and programs. Experience includes strong communications, facilitation and presentation skills with senior stakeholders and project sponsors within an organization; project delivery skills (ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter direction and guidance, own the delivery of an engagement work stream)Must have experience in designing and implementing business and technology target operating models for large investment banking organizations at the enterprise level
Experience in researching client inquiries and emerging issues, including regulations, industry leading practice and new technologies. Demonstrate the ability to effectively lead and manage in cross functional teams to conduct the assessment and redesign of control processes and the refinement / re-engineering of operating models. Lend particular subject matter knowledge to the design and implementation of control processes and operating model changes, helping to give specificity to the appropriate process. Coordinate deployment of operational initiatives, including deployment strategy, user training and implementation
Must have experience in working with a range of financial products including derivatives, equities, and fixed income
Must have experience in working within industries including investment banking, broker-dealers, custody, fund administration, insurance

Financial Accounting & Advisory Financial Services Senior Manager Resume Examples & Samples

Collaborate with the partner and client to determine a strategy that appropriately addresses risk and manages client expectations relating to deliverables
Ensure that the Financial Accounting Advisory engagement team understands the client's needs and expectations and that the work product is client-focused, clear, accurate and well-presented
A bachelor’s degree in accounting and/or other appropriate academic major and approximately 8 years of related work experience
Must have a CPA, CA designation
Deep experience serving clients on complex financial accounting matters in the in banking & capital market or Insurance industry with demonstrated experience in hedge accounting or loan loss accounting
Audit or business experience in financial statement close or the application of accounting standards
Excellent team and project management skills
Strong written and verbal communication and technical writing skills

Financial Services Senior Manager Finance Resume Examples & Samples

Significant 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
Regulatory, statutory and management reporting projects
SAP BPC and BFC
Hyperion Planning
BPM tools (e.g. Pega, IBM)
Other EPM systems (e.g. HFM), treasury systems and ERP systems (e.g. Peoplesoft)
Instil a cohesive team mentality
An accounting qualification (ACA, ACMA, ACCA) applied in a financial institution would be beneficial
Technical and programme management certification, where relevant

OCM Financial Services Senior Manager Resume Examples & Samples

Oversee the development of frameworks that support improved client future-state organizational design and alignment
Utilize job descriptions and profiles to create organizational career maps and succession plans
Link competencies and matrices covering job responsibilities and tasks, accountabilities, and competency definitions and behavioral descriptors
Oversee user adoption/training programs for technology implementation initiatives
Develop integrated, targeted and repeatable approaches to manage change leadership and work force transition aspects associated with large-scale organization transformation initiatives
Select, formulate or modify processes associated with staffing and talent management systems and processes for clients
Lead and contribute to practice development initiatives including culture building, internal community involvement, eminence, recruiting, whitepapers, etc
Responsible for business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc
Act in a mentoring capacity to support the career development of OT&T colleagues
Minimum eight (8) years relevant experience in a consulting or industry role, with at least two (2) years relevant experience in an external consulting role
Minimum four (4) years of experience leading multiple project teams simultaneously on relevant engagements
Proven experience in business development in support of related specialty areas
Bachelors’ degree
Ability to travel 80-100% of the time (Monday – Thursday/Friday)

Financial Services, Senior Manager Resume Examples & Samples

Finance systems architecture and strategy delivery
Finance operating model design and implementation
Leading proposals and bid teams and identifying opportunities for and securing new business
Managing the development and delivery of high quality technical proposals

Financial Services Senior Manager Resume Examples & Samples

Helping lead EY services in the market – business development, sales, project planning and high quality project execution
Lead EY projects with respect to
Wholesale and retail credit risk methodologies, processes and tools with leading risk practices
Policies, procedure and organizational structure required to support the credit risk management framework
Strategy and business planning for credit risk management including advising on the design of risk appetite and concentration limits for credit exposures
Risk rating frameworks, pricing and capital allocation models, and provisioning processes and models for retail and wholesale credit portfolios
Improvements in credit assessment and analysis, approval processes, administration and settlement
Improvements in credit collections and recoveries
Compliance with regulatory and statutory requirements
Implementation of credit risk management technology applications and credit risk data management, including understanding of vendor offerings
Minimum 9 years relevant experience in credit risk management, with focus on wholesale/ retail credit risk
Professional/ technical qualifications in risk management viewed favorably
Significant relevant consulting, risk management or business expertise within a Retail/ Commercial/ Corporate bank or consulting firms
Substantive content knowledge of retail and/ or wholesale credit risk management frameworks, methodologies, industry practices and technology
Has past experience in risk management frameworks, processes, governance, reporting and technology

Financial Services Senior Manager Resume Examples & Samples

Client Engagement Leadership: Lead large scale client engagements. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
People Leadership: Effectively lead and motivate teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization
Business Development: Generate new business opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
Technical Leadership: Demonstrate deep technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate new knowledge. Possess in depth business acumen. Remain current on new developments in advisory services capabilities and industry knowledge

Financial Services Senior Manager Resume Examples & Samples

Coordinate, plan and deliver IT audit engagements, SOC reporting, external audits, internal audits and IT internal controls especially focusing on complex banking, capital markets, wealth & asset management or insurance systems
Work with the team and the client to develop risk assessments, design innovative audit approaches, plan engagement objectives, manage the execution of fieldwork, and draft and deliver audit reports and results, while complying with professional standards and addressing the risks inherent in the engagement
Demonstrate a thorough understanding of financial services processes and complex information systems and apply knowledge to client situations
Use extensive knowledge of the client’s business/industry to identify technological developments and evaluate the impacts on the client’s business
Generate new business opportunities by participating in market-facing activities and developing thought leadership materials
Manage engagement economics, including but not limited to budgeting, billing and fee management
A bachelor’s degree and approximately 8 years of related work experience, or a master’s degree and approximately 7 years of related work experience
A degree in business, accounting, finance, computer science, information systems, engineering or a related discipline
At least 8 years of experience working as an IT auditor or IT risk advisor for a public accounting firm or professional services firm, or comparable experience as an advisor to a financial services company
Prior experience generating new business opportunities by participating in market-facing activities and developing thought leadership materials
Significant experience with internal audit risk assessment, SOX/internal controls, Service Organization Control (SOC) reporting, tools and enablers in the financial services sector
Direct audit experience with trading and risk management systems and product ledgers/sub ledgers; prior ERP system experience is a plus
Certifications: CPA, CA, CISA, CISSP, CISM, CBCP, CIA or CFE certification is strongly desired. Non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual’s professional background, area of specialization or industry focus, we recognize that other certifications, credentials or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of our Area and Americas Advisory Services leadership

Financial Services Senior Manager Resume Examples & Samples

Willingness to learn and continuously expand technical and business skills
Strong written and verbal communication, presentation and writing skills. This must include the ability to communicate and present technical matters clearly to non-expert business personnel
Excellent interpersonal skills and ability to work effectively within a team
Leverage technology to continually learn, improve service delivery and maintain our leading edge best practices
Project management skills including ability to manage client relationships and lead teams
Good academic background, including a Bachelor and a Master degree in Statistics, Mathematics, Econometrics, Engineering, Operational Research, Economics, Finance, Computer Science or other related field with strong quantitative focus
Professional experience including

IT Financial Services Senior Manager Resume Examples & Samples

Drive and develop strategic strategies for IT including regular analysis of spend data and recommendations of best practices
Responsible for accounting transactions and controls, budget and forecasts, financial reporting and analysis
Develop and deliver effective and timely business analysis
Develop and maintain an effective control environment over areas of responsibility
Management of 10+ employees located in different geographies
Minimum of eight years’ managerial accounting experience required
Experience working for a large company with $1B+ sales required

Financial Services Senior Manager Resume Examples & Samples

Leading and coaching diverse teams of professionals with different backgrounds
Generating new business opportunities and developing long term client relationships and networks
Demonstrating deep technical capabilities and professional knowledge Working in an entrepreneurial environment to pave your own career path
Around 8 or more years of related work experience in banking, capital markets, insurance or asset management space
Practical experience in leading and managing teams through a product life cycle – requirements, design, development and testing
Ability to understand business challenges and translate them into value add analytics solutions
Prior experience in project management and client serving roles
A willingness and ability to travel to meet client needs; travel is estimated at 80%-90%