AVP, Operations Resume Sample
Yasmin McGlynn
92500 Williamson Port,
New York,
NY
+1 (555) 302 7947
Work Experience
Operations Lead-avp
06/2016
-
PRESENT
Detroit, MI
- Partner with management to develop and execute a strategic vision for the Firm’s direct operations and stock record platforms
- Leads process improvement initiatives and/or provides subject matter expertise to such teams to drive service quality improvement
- Provide effective leadership to direct reports incorporating performance management practices through individual performance plans, periodic reviews and feedback sessions, coaching and development. Oversee and advise direct reports on the performance management process for other employees within their group
- Provide input and expertise on large scale improvements or other projects within the organization, which includes project leadership where appropriate as well as managing the involvement of different reports on project teams
- Manage potential and actual fraud escalations based on MMT requests, as well as escalations received within Cash Management and internal partners (Legal, GRC, Service) with the intent of preventing fraud for review and inquiry
- Review of post-fraud escalations from FIU including subsequent actions (SPAD notes, BORD restrictions, recall of funds, identification of related accounts)
- Fraud reporting development, issuance and fraud trending analysis. Fraud reports include but are not limited to repeat NIGOs, UMB Fraud Losses, address changes & related disbursement requests and transactional history)
- Development and maintenance of enhance fraud policies and procedures
- Response and tracking of all inquiries escalated to the Cash Management Incident Response Team inbox
AVP, Operations
12/2011
-
05/2016
San Francisco, CA
- Development of client activity trends (dollar thresholds, locations) to ignite client alerts
- Training to Cash Management organization of how to identify fraudulent documentation and disbursement requests
- Continuous relationship building with internal partners including STO Risk, FIU, Service and Trading
- Monitoring and keeping abreast of current fraudulent trends in the industry
- Related experience in Brokerage Operations, particularly printing business and management
- Advanced to expert knowledge of the Microsoft Office product suite (Excel, Word, PowerPoint), including a strong ability to visually convey information and insights through graphs, charts, and other means
- Design innovative future states based on various departments and Advisors needs
- Partner with other areas of the firm to gather and prioritize needs and ideas (current state), design future state, and communicate to senior management
- Establish and monitor Key Performance Indicators and savings
AVP of Operations
11/2006
-
11/2011
Dallas, TX
- Facilitate and lead cultural and strategic change across functional departmental boundaries
- Lead leadership workshops on principles of lean, cultural transformation, and changing mindsets and behaviors
- Develop a team-based learning work environment along with the appropriate structure
- Assist with special projects as and when required
- Relevant Change Management, Project Management within banking and financial services. Experience working on operational initiatives is ideal
- Experience in Lean with Six Sigma (Green Belt or above) or LEC LERC 1b (or above) accreditation would be advantageous
- Experience with large-scale organisational change effort as well as proven history of strong execution and delivery
Education
New York University
2001 - 2005
Bachelor's Degree in Business Related Field
Professional Skills
- Excellent verbal and written communication skills and presentation skills to senior leadership and clients
- Strong IT Skills (Word, Excel, PowerPoint and various database applications)
- Proven success in Complex Problem Solving and Critical/Analytical Thinking, with the ability to effectively communicate across all levels of the organization
- Exceptional customer service, communication and writing skills
- Project management skills and attention to process are critical
- Strong numerical and analytical ability-proven solutions provider
- Unrelenting approach to driving deliverables forward and managing stakeholders and strong governance controls
How to write AVP, Operations Resume
AVP, Operations role is responsible for leadership, retail, finance, credit, training, database, printing, trading, payroll, equities.
To write great resume for avp, operations job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For AVP, Operations Resume
The section contact information is important in your avp, operations resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your AVP, Operations Resume
The section work experience is an essential part of your avp, operations resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous avp, operations responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular avp, operations position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative AVP, Operations resume experience can include:
- Excellent time management, communications, decision making, presentation, leadership and organizational skills
- Strong US GAAP and IFRS accounting experience
- Previous experience using Sage would be excellent!
- Significant demonstrated senior leadership experience in budget planning and management, cost control, profit and loss responsibility
- Strong experience in Customer Service & Operations (ideally 24/7 service centers)
- Able to accurately and effectively communicate policy and procedures via electronic mail, written memos and meetings
Education on an AVP, Operations Resume
Make sure to make education a priority on your avp, operations resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your avp, operations experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in AVP, Operations Resume
When listing skills on your avp, operations resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical avp, operations skills:
- Fund/portfolio consolidating or REIT financial reporting experience in public accounting
- Expert experience in strategic planning and execution. Clear evidence of sharing a vision and achieving alignment toward that objective
- Strong focus on risk & controls. Ability to identify risk in any process and ensuring that effective controls are designed
- Work effectively with leaders across the organization, as well as external partners and customers
- Communication – Be able to communicate effectively with Senior Management, internal and external auditors (FINRA) and other Departments
- Lead and build strong teams who can operate independently
List of Typical Experience For an AVP, Operations Resume
1
Experience For AVP Operations Resume
- Experience in writing SQL commands and comfort navigating databases
- Prior Customer Management exposure is important
- Exhibit and demonstrate a leadership role that promotes the company and adheres to the highest ethical standards and management philosophies
- Support and contribute toward the successful execution of projects and initiatives that support LPL’s priorities
- Or industry experience (preferably financial services) in Operations, Compliance or Risk Management
- Progressively responsible management experience in business operations capacity within the managed care/healthcare industry
2
Experience For AVP of Operations Resume
- Helps to ensure delivery of effective compliance support on new and revised business strategies and initiatives as assigned to the area
- Oversee departmental operations to ensure production efficiency, quality, service, and cost-effective management of resources
- Four (4) years of experience in supply chain management
- End-to-end customer life cycle and stake holder management experience
- Post-Graduation from an accredited institute with an experience of at least 8-12 yrs
- Directing Talent acquisition and retention efforts
3
Experience For Operations Lead-avp Resume
- Managing budgetary expenses in coordination with the Vice President
- Monitor US GAAP and IFRS developments and evaluating the impacts of new accounting and reporting rules
- Assist with accounting research efforts, including the development of position papers on accounting matters
- Assist with monitoring key contract deliverables, including taking the role of responsible person for assigned contract deliverables or other initiatives
- Assist with strategic planning activities by providing implementation support and monitoring as assigned
- Develop and update accounting policies, as well as necessary internal communications on accounting policies and US GAAP updates
- Quickly understand the scope of a project/work stream and support its objectives to 'hit the ground running'
- Develop strong understanding of distribution partners’ operational platforms and processes and become resident Blackstone expert for advisers and Blackstone inquiries
- Financial Software/Portfolio Accounting Experience
4
Experience For Avp-operations Resume
- Proven track record in leading multi-disciplinary functional Business Unit teams
- Strong fundamental understanding of MM products/Fixed Income and concepts, Liquidity management, CRR/SLR requirements
- Coordinates and prepares monthly and quarterly internal and external financial information and reporting in accordance with US GAAP and IFRS
- Lead the annual impairment testing for Investments in Real Estate
- Knowledge of inventory costing
- Proficiency with objective metrics analytics, measurement and reporting
5
Experience For AVP, Business Risk Management Operations Resume
- Overall understanding of OTC market products - FX, Bonds, Money market etc
- Clear understanding of various regulatory report submissions to RBI
- Create Vendor Operations standards, implement existing procedures
- Risk and Control functions
- Create and maintain fleet strategy playbook
- Execute a sales strategy to achieve or exceed the company’s target growth and margin requirements
6
Experience For O&T Operations AVP BIA Resume
- Evaluate the proper accounting treatment for complex or non-standard transactions and stay abreast of technical accounting issues pertaining to the real estate industry
- Provide guidance and support to corporate and operating company personnel on technical financial matters (e.g. purchase price accounting, accounting for leases, stock compensation, income taxes, impairment, environmental liabilities, acquisitions and dispositions)
- Assist in special projects related to reporting issues, budgets, acquisition and disposition activity, accounting and reporting, as they become necessary
- Communicates with various departments within organization as needed in regards to analysis and reporting
- Liaise with external auditors and coordinate annual audit
7
Experience For AVP IB Operations Resume
- Ad-hoc projects and analysis as assigned
- Establishes policy and procedures to assure compliance to best practices, claims management services standards, state regulations, and client service requirements
- Experience in a financial services atmosphere, specifically the registered advisory, brokerage or financial services industry
- Proficiency in PortfolioCenter and Microsoft Office programs required
- Ability and willingness to work independently in a fast-paced, mission-critical environment
- Assist MBHP project teams as assigned providing support as needed by producing narrative documents, work-plans, power-points, data analysis and other support activities to ensure quality deliverables are completed per requested due dates
- Review weekly and/or monthly data related to contract deliverables, initiatives/projects and provide summary analysis to VP or Operations as needed
8
Experience For AVP IT Operations Resume
- Attend engagement center meetings as needed to maintain a broad knowledge of the engagement center activities
- Assist with oversight and maintenance of sub-contracts as needed
- Work closely with the VP of Operations on other tasks assigned
- Responsible for overall legal collection goals with the ability to timely and accurately forecast production and cost for the department
- Versed in current technology and actively versed in process design and innovation to improve current flows
- Examine and maintain proper inventory management
- Examines daily workload volumes to prioritize work efforts including queue management, attorney placement, account updates, audits and maintain productivity standards
- Create and oversee workflows
9
Experience For AVP, Business Operations Resume
- Oversee and assist with management of support staff
- Direct and oversee employee development
- Full and consistent enforcement of company and legal department policies and procedures
- Work closely with SVP, VP and AVP to ensure all levels of management are abreast of current events
- Maintain relationship and work closely with external vendors when required
- Represent the company, as required, in court, tribunals, or in meetings with legal representatives, attorneys or other personnel
- Interact with compliance counsel to assure compliance of federal, state and local regulations
- Contribute to the successful innovative design/transformation and execution of the Service Model vision and Administrative Platform objectives; Create and implement "best in class" on-boarding and ongoing service offering to be a competitive advantage valued by distribution partners and customers
10
Experience For AVP Specialty Operations Resume
- Lead and support integrated work teams focused on the acquisition and in-force management of customers, creating a culture that is externally, client focused, leverages technology and seen as knowledgeable, flexible and acting with a sense of urgency
- Support US companies by aligning Service Operations culture to strategies and drive change that aligns with key constituents business plans across the enterprise
- Develop and execute on talent strategy at all levels including attracting, onboarding, developing, coaching and rewarding employees to ensure we have a strong and diverse workforce capable of delivering differentiated value to our customers
- Balance controls, risks, and operational effectiveness with customer experience resulting in higher, profitable customer persistency in partnership with the field and home office
- Accountable for ensuring that the right controls, monitoring, roles and structure are in place to attain goals, meet service standards, privacy and regulatory commitments and monitor risk. Examples would include: policies and procedures, training, quality assurance, audits, reporting, etc
- Ensure optimum efficiency and operational effectiveness – including developing and managing to staffing models; flexibility in capacity and resource optimization; Effectively manage expenses to ensure alignment with allocated budget
List of Typical Skills For an AVP, Operations Resume
1
Skills For AVP Operations Resume
- Strong communication, organizational skills, a positive attitude and proven ability to negotiate and influence others to obtain desired results
- Proven ability to make sound business decisions, experience developing and successfully executing strategies and plans
- Management experience providing healthcare services in urgent care or related setting –Required
- Experience working with different investment vehicles including Alternative Investments, Mutual Funds, Annuity Products and Equities
- Clear evidence of success in introducing change and assisting teams to implement change
- Oversees the interviewing of personnel and vendors to evaluate effectiveness of Vendor Operations program
- Management experience in a multi-site setting - Required
2
Skills For AVP of Operations Resume
- Relevant experience in the High-tech Space (alternatively, 24/7 Banking Operations)
- Experience in managing customer relationships on digital platforms and social media
- Overall experience of at least 8 years in the Banking/Finance industry
- Direct, guide and influence staff in handling all types of situations to determine the most profitable and effective method of operation
- Proven ability to communicate business unit strategies and create a line of sight for the organization
- Delivering on Financial goals for the business; identifying opportunities for Growth & delivering on Growth Commitments
- Anticipating & planning for new business; preparing for infrastructure and other growth related requirements
- Identifying key cost metrics and ensuring they are optimized
- Driving Process Improvement and continuously planning for improved process performance
3
Skills For Operations Lead-avp Resume
- Reviewing process performance and reporting performance dashboards
- Investigating all instances where service level agreements and commitments are not being met
- Planning for resources based on work type and work volume projection and current available head count; and allocate responsibilities
- Ensuring adherence to SLA’s as agreed for the respective processes
- Interfacing with business side counterparts to address specific needs of advisors
- Monitoring the unit’s timely adherence to data quality protocols through dashboards and reports
- Producing metrics to illustrate business unit’s accuracy, efficiency, and timeliness
- An in-depth understanding of the group retirement business in Canada, including challenges and upcoming trends
4
Skills For Avp-operations Resume
- Partner with Business Development and Solutioning teams on commercials, pricing, winning deals
- Measure, define and monitor risk in the business portfolio. Ensure timely reporting and proactive action planning during risk events
- Knowledge of business and management principles involved in strategic planning, resource allocation, economic and accounting principles & practices
- Work closely with the IT department regarding enhancements and/or issues involving the department directly
- Responsible for overseeing and approving hours worked for payroll of hourly employees
- Impeccable judgement to manage high-impact interactions under pressure; Agile and comfortable in managing flux
- Creates Vendor Operations standards, implements existing procedures; prepares action taken reports for VP and facilitates enhancements
- Report to inquiries regarding valuation orders, unusual occurrences, report follow-up procedures, and report monthly/year-to-date comparisons
5
Skills For AVP, Business Risk Management Operations Resume
- Advocates for consistent controls as part of account opening/review process
- Work in a constantly changing environment and come up with innovative solutions
- Deep understanding of financial and workforce management
- Regular liaising with the business contact points
- Examine and review various reporting methods for legal activities
- Identify training issues, potential lost revenue and implement corrective action plans
- Assist and oversee the flow of programming within the legal software and ticket system
- Work closely with managing attorneys of the unit
- Initiate or approve recommendations regarding employment, performance ratings, promotions, salary changes and dismissals
6
Skills For O&T Operations AVP BIA Resume
- Determine staffing requirements based on budget guidance, prepare job descriptions for newly created positions and update current job descriptions as required
- Initiate and drive both innovation and continuous improvement efforts around key business processes utilizing technology as a key enabler
- Drives use of industry best practices, and leads ongoing process improvement. Defines and delivers quality initiatives
- Increase cross business unit collaboration and drive the sharing of Operational Best Practices across all Business Units and functions
- Work independently and manage multiple teams, work under pressure, and adapt to sudden changes in the work environment
7
Skills For AVP IB Operations Resume
- Highly self-motivated and self-driven with limited oversight requirements
- Certificates of Cash Management Services products and certificate on LEAN / Greenbelt on six sigma methodology is desirable
- Partner with and work effectively across functional areas and business units in a complex global organization to achieve the Department’s goals
- Quick thinker and solution-oriented; agility to work in a dynamic environment
- Work in a collaborative manner
8
Skills For AVP IT Operations Resume
- Demonstrated leadership capabilities, organizational and interpersonal skills, including ability to work effectively within a team and a fast-paced dynamic business environment
- Resolves complex or operational escalated concerns; ensure appropriate escalation paths are followed
- Selects specific topics for review, such as onerous procedures, high volume Vendor work, or other risk factors as defined by VP
- Oversees Directors who are responsible for staff scheduling to include: work assignments/rotations, employee training, employee vacations, employee breaks, overtime assignment, back-up for absent employees, and shift rotations
- Administer valid process steps and are within the required Service Level Agreement (SLA) timeframes
- Manage Vendor relationships to create and maintain a positive, productive and professional working independent contractor relationship
- Keeps the VP informed of studies in process and progress thereof, committee agenda items; discusses problems and completion of department audit procedures
9
Skills For AVP, Business Operations Resume
- Communicate with Senior Management on Departmental operations
- Working closely with the Company’s IT Department, develop & create the Department’s technology roadmap consistent with efficiencies & goals established by Enterprise
- Implement the Department’s new e-billing system and develop other processes to manage law firm and other external service provider spend in a timely, efficient & cost-effective manner
- Manage, directly and indirectly, implementation of other projects identified in the Department’s strategic plan, including its new contract management system
- Ensure effective review of new accounts and existing accounts to determine potential risk to the Bank through documentation
- Resolve exceptional problems that arise
- Provide guidance and review on individual, complex account structures, offshore companies, etc
10
Skills For AVP Specialty Operations Resume
- Responsible for quality assurance and the integrity of the “Know Your Customer/Customer Due Diligence” and account documentation to ensure the organization’s policies and procedures
- Ensure consistent and accurate client information in all related bank systems
- Maintain open lines of communication with the Business to ensure proper account documentation
- Coordinate and support BAU activity as required
- Liaison between DCT and Compliance
- Demonstrated leadership and team building skills, ability to lead large teams in a multi-site environment and manage a wide variety of changes effectively and successfully
List of Typical Responsibilities For an AVP, Operations Resume
1
Responsibilities For AVP Operations Resume
- In insurance or financial services related industry experience
- Previous experience and understanding of employee benefits; Strong understanding of service industry trends, competitive landscape, consumer, field, technology capabilities, and partner operations processes, etc
- Demonstrated ability to lead and develop leaders; Ability to motivate and hold multiple diverse operational teams across multiple brands accountable for delivering results with an external, client perspective
- Proven broad thought leadership and innovative mindset with evidence of driving and achieving meaningful actions and results
- Demonstrated success with sourcing, selection, on-boarding, assessment, development, and coaching of leaders
- Strong critical thinking skills; able to draw meaningful conclusions on the basis of a wide array of data and make effective strategic and tactical decisions and then act on them
2
Responsibilities For AVP of Operations Resume
- Exceptional executive presence to include interpersonal, verbal and written communication and proven ability to communicate and collaborate with key constituents
- Proven ability to identify solutions and influence all levels of the organization with data and analysis that includes benefits, investments, resources and risks; including strong presentation skills
- Intrinsic curiosity about the business with a desire for continuous learning and improvement; strong desire to develop self and others
- Exceptional change management orientation; demonstrated ability to lead organizations through change
- Demonstrated ability to successfully support strategy by aligning organization culture and core values in partnership with key constituents across the enterprise. Evidence of driving customer centric service and operational effectiveness
- Develops and manages the operations departmental budget
- Supervises the Operations Department staff, management, clerical, and train and engine service employees; recruits interviews, tests and selects employees to fill vacant positins and to maintain required service levels
- Coordinates with Class I's and Short Line connections for movement of trains; coordinates with other regional departments' day-to-day activities with the Operations Department
3
Responsibilities For Operations Lead-avp Resume
- Monitors compliance, writes and modifies or amends operating rules by General Order, Summary of General Order, General Notices, and Summary General Notices
- Coordinates with Traffic Manager or Customer Service to ensure service requirements are met for customers
- Compiles and keeps statistical data related to train movements, fuel, and labor
- Drives the use of lean and six sigma methodologies in the design of workflow and business processes
- Directs the standardization of processes and procedures which meet operational, financial, and customer satisfaction goals
- Monitors compliance with and effectiveness of all established procedures and processes. Identifies opportunities to refine/develop/standardize/streamline business processes
4
Responsibilities For Avp-operations Resume
- Reviews performance metrics and makes recommendations for performance improvements, reducing transaction costs or any necessary changes in the workflow and business processes
- Analyzes/monitors sales and operations activities/results against company objectives. Secures input from Senior Leadership and devises/implements adjustments to plans and programs as required to meeting company objectives
- Excellent relationship management skills. Strong evidence in ability for stakeholder relations management and collaboration
- Highly effective communicator and has excellent attention to detail. Evidence of ability for Internal and external communications
- Defines/implements customer satisfaction metrics, analyzes findings to determine trends and implements plans to improve customer satisfaction
- Directs, develops, trains, and communicates with staff personnel. Discusses progress, provides general direction and works with staff on actual situations, providing insight and direction into the resolution and prevention of problems
- Excellent analytic abilities to plan and accomplish goals
- Knowledge of Medicare Compliance, Utilization Management and URAC standards
- Other assignments as required by Senior Management
5
Responsibilities For AVP, Business Risk Management Operations Resume
- Drive performance culture and ensure World Class Service is adopted and implemented in all parts of the organization
- Launch and foster innovation strategies inclusive of standardization and continuous improvement
- Develop and oversee internal controls to ensure accuracy, timeliness and quality of work
- Drive improvements in Employee Retention, Tenure expansion, and Engagement metrics
- Maintain maximum service levels
- Complete projects and special assignments by establishing objectives; determining priorities; managing time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to plans
- Monitors management reports on service levels, activity, customer experience and other work products of operations staff
- Excellent planning and organizing skills with ability to effectively direct/lead the business units overall service operations in order to maximize revenues and profits
- Strategic thinker with an ability to question the status quo even with senior and tenured leaders
6
Responsibilities For O&T Operations AVP BIA Resume
- Drive and manage change per the needs of the business environment
- Provides operational oversight of roll out of the program to ensure contractual compliance with all state, federal and Board requirements
- Serves as implementation lead for program, with LRE and CMHSP partners and internal business leads
- Collaborates with the CMSHP and LRE leadership teams to establish business processes that allow for improved operational efficiency across centers and the overall provider network
- Working knowledge of wireless handsets and sales channels in which they are bought/sold
7
Responsibilities For AVP IB Operations Resume
- Develops plans for managing/retaining talent within Business Operations and improve leadership strength
- Bachelors in Business Administration or Engineering
- Ressure and providing best in class solutions
- Collaborates with shared services/corporate operations team to ensure contractual requirements are met for functions performed by Beacon
- Communicates regularly on program to executive team
- Manages engagement center operations and staff
- Leads operations meetings with internal and external teams to discuss strategic initiatives, client deliverables, special projects, progress on CAPs, workflow, logistics, process improvements and other site or contract related issues
- Manages AR engagement center operations and staff
8
Responsibilities For AVP IT Operations Resume
- Leads operations meetings with internal and external teams to discuss strategic initiatives, client deliverables, special projects, progress on CAP’s, workflow, logistics, process improvements and other site or contract related issues
- Provides direction, leadership, and feedback to direct reports and the business operations team to ensure the department meets client and company expectations and standards consistently
- Payment and sanction related experience
- Ten (10) years of experience in operations management with primary focus in service delivery environment
- Partner with sending location and all internal stakeholders
- Proficient knowledge of laws, rules, regulations and procedures impacting Credit Unions/financial institutions including but not limited to: Reg E, Reg Z, Rec CC, Rec D, direct deposits, courtesy pay, negative shares, Truth-In Savings, Federal Reserve, payroll, Fedline, IRA’s and ACH
9
Responsibilities For AVP, Business Operations Resume
- Build deep client partnerships and synergies
- Cross-functional management within large teams (500+ personnel)
- Manage a multicultural workforce
- Be in compliance with company policies
- Read, write and maintain operational reports and workflows
- Sound business acumen with ability to see the big picture
10
Responsibilities For AVP Specialty Operations Resume
- Provides compliance support to Document Control area to help ensure a compliance culture
- Supports compliance and operational risk controls are in accordance with HSBC and regulatory requirements
- Overall accountability for leadership of this multifaceted team of over 240 people in 3 sites (Toronto, Waterloo and Montreal) in addition to partnering with Sun Life’s Asia Service Centre where an additional 70 people support GRS Operations
- Fosters a culture of Continuous Improvement through Sun Life’s Brighter Way management system to ensure continued value for our clients and improved productivity gains
- Escalation Management – Handle advisor/client escalations from team members and from Senior Management
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