Finance Change Resume Sample
Tad Weissnat
889 Swift Mission,
Houston,
TX
+1 (555) 233 8704
Work Experience
Finance Change COO Senior Specialist
09/2017
-
PRESENT
Philadelphia, PA
- Ensure consistent priorities and application of workflow techniques by applying a firm-wide UBS-adopted Lean methodology, including Team-by-Team and Value Stream Optimization (UBS PEX Way)
- Experience in an Business Architecture capacity
- Broad knowledge across Liquidity, Financial Accounting, Regulatory, Treasury and data required across CFO to support these processes
- IT background or experience preferable
- Data modelling knowledge or experience preferable
- Strong interpersonal skills with change, business and IT counterparts
- Understand detailed business process and work with IT partners to deliver the technology capable of supporting the business process
- Understand and challenge the IT landscape
- Ensuring Project Teams deliver by strong and clear leadership
Finance Change
04/2011
-
04/2017
Dallas, TX
- Responsible for making sure the current state processes are properly documented for Deutsche Bank’s execution of compliance with FBO Finance Reporting requirements
- Raises to the Project Manager’s attention the assumptions, dependencies, risks, and issues
- Lead planning, design, establishment and execution of financial data integration for financial and regulatory reporting of Mizuho’s U.S. entities, including banking entities, broker-dealer, swap-house, leasing and other subsidiaries
- Relevant experiences as Business Analyst working on regulatory projects/programs delivery for the Finance/Accounting department of a large investment bank
- Assist management in planning, design, establishment and execution of financial data integration for financial and regulatory reporting of Mizuho’s U.S. entities, including banking entities, broker-dealer, swap-house, leasing and other subsidiaries
- Supporting Project leads with defining and establishing an effective project inventory structure that provides insight to support ensuring change projects are appropriately equipped to bring efficient and effective delivery
- Planning, managing, monitoring and reporting on progress across project teams to support delivery
Finance Change Management, AVP
12/2007
-
11/2010
Boston, MA
- Flexible mindset and able to anticipate on continuous changing demands
- Excellent written and spoken knowledge of English; knowledge of Dutch and/or French is an asset
- Preferably experience within Finance, Lending Services or Trade Finance Services
- Perform business analysis on the FTB system solution to identify and address functionality gaps
- Finance Change works across the entire CFO division to ensure that we execute the strategic design and implementation of any major changes to our processes and systems
- In partnership with our key stakeholders, we work to create cutting-edge business solutions using our deep functional expertise. We aim to deliver strategic initiatives using leading project management and business analysis as we pursue our goal of protecting and enhancing shareholder value through optimizing the use of our financial resources
- The Finance Change department is looking for an AVP in Singapore
- This is a Business Analysis role implementing a strategic system solution for Finance as part of a large multi-region, multi-division project
- Perform data analysis for the projects ensuring the appropriate data elements are available or can be sourced
Education
American Sentinel University
2003 - 2007
Bachelor's Degree in Business
Professional Skills
- Your prior experience in regulatory reporting function with background on CCAR reporting process
- Excellent Business Analysis i.e. Requirement gathering/writing
- Business Analyst experience required with ability to work independently providing detailed and timely progress update
- Experience with Testing & Quality Management system (ALM / HP Quality Center)
- Experience around General or Sub Ledger
- Experience with systems such as SAP, Hyperion, TM1 or etc
- Finance Control experience, specifically Legal Entity reporting, consolidation accounting, month end close and daily P&L process
How to write Finance Change Resume
Finance Change role is responsible for finance, reporting, planning, architecture, equities, security, integration, securities, credit, design.
To write great resume for finance change job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Finance Change Resume
The section contact information is important in your finance change 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 Finance Change Resume
The section work experience is an essential part of your finance change 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 finance change responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular finance change position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Finance Change resume experience can include:
- Very good command of Microsoft Excel and Access is required (v-lookup, pivot, macros, and relationship database)
- Good team player?
- Owning governance outputs for UK Finance interfacing with UK Change organisation as appropriate
- Ensuring projects comply with RSA methodology and governance
- Engage with various business and IT stakeholders across CFO/CRO as part of the required data analysis and requirement gathering phase
- Support any other ongoing efforts within CFO Change as needed
Education on a Finance Change Resume
Make sure to make education a priority on your finance change resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your finance change 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 Finance Change Resume
When listing skills on your finance change 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 finance change skills:
- Build and maintain good relationships with key client and IT stakeholders at a working level
- Solid knowledge of project management discipline
- Integrating suppliers into the project and managing all parties via an integrated delivery plan
- Managing project risks, issues, dependencies, and benefits to enable the achievement of project objectives
- Sound understanding of Basel guidelines on RWA reporting for standardized approaches of Credit and Market risk along with basic understanding of CCAR reporting
- Work closely with Product Control, Treasury and Financial Accounting to understand and document data & business requirements
List of Typical Skills For a Finance Change Resume
1
Skills For Finance Change COO Senior Specialist Resume
- An opportunity to experience a truly multicultural team environment
- Facilitate User Acceptance Testing for PC and Treasury and analyze defects in collaboration with IT teams
- Perform financial data sourcing gap analysis, data analysis and solutions
- Undertake Business Analyst responsibilities on the Zurich Legal/MIS Treasury PnL Remediation Program
- Perform detailed data analysis tasks that includes: Advanced excel, MS Access or through back-end SQL access
- Working knowledge of various financial products in-terms of data sourcing, enrichments and conceptual understanding of OTC Derivatives, Security Financing, Loans, Cash Securities, Equities
- Background in Product/ Financial Control
2
Skills For Finance Change Initiatives Resume
- In Change function
- Accountancy Background with Qualification i.e. CIMA or ACCA
- Exposure to wide array of stakeholders and a key liason role between Finance line, New Business, Front Office(COO's) and IT in deploying and building solutions to time sensitive business initiatives
- Exposure to Accounting General Ledger systems like PeopleSoft General Ledger or SAP General Ledger and exposure to consolidation modules of these systems or other consolidation systems
- Knowledge of Business Process Mapping tools like Visio or Sparx
- Interact with key stakeholders globally across Treasury, LMR, MLRM, IT and various involved front office departments
- Run the interdependencies between other projects and streams of work
3
Skills For Finance Change Management, AVP Resume
- Work on end to end liquidity architecture and the impact of the in scope change
- Handle project plans for each project
- Understand and document detailed business requirements and translate business needs into technical systems and operational improvement solution
- Handle issues / risks on projects with timely critical issues and suggestions for issues resolution
- Provide periodic status reports to program lead, partners, and various governance forums
- Collaborate with other teams on cross-functional team projects
- The opportunity to interact with key partners globally across Treasury, LMR, MLRM, IT and various involved front office departments
4
Skills For Senior Finance Change Lead Resume
- Co-ordinate, plan and report for Change across Finance, scope including change generated internally within Finance and change driven by the wider Business (impacting Finance)
- Co-ordination and compilation of status and financial reporting across all Finance Change activity. The ability to identify risks and take appropriate action(s) and the implementation and maintenance of workflow management tools and practices are essential components of the role
- Role-specific Job Requirements
- The opportunity to
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