Finance Division Resume Sample
Kristofer Lubowitz
15249 Marvin Curve,
Chicago,
IL
+1 (555) 226 9341
Work Experience
Application Administrator, Finance Division
04/2018
-
PRESENT
Houston, TX
- Product risk management, including credit limit and settlement risk monitoring, limit exception management, risk exposure analysis and reporting, and post-trade risk management processes. All of these areas are critical to GS’ ability to effectively monitor and manage the risks we take across the counterparties with whom we trade
- Counterparty evaluation, including assessing and monitoring the creditworthiness of the firm’s trading counterparties and borrowers by completing fulsome reviews of their financial and business profiles
- Monitor the trading activity; highlight and report unusual activity
- Identify any trades booked incorrectly in the firm’s trade processing systems
- Interact with traders and their management
- Liaise with Operations in problem solving capacity
- Assess risk inherent in trading positions, whether market, compliance or reputational risk etc
- Prepare daily P&L’s for trading desks, involving pricing reviews to ensure reasonable valuation of inventory, and substantial use of the firm’s accounting systems
Finance Division
03/2012
-
11/2017
Chicago, IL
- Source securities/derivatives pricing and perform validation
- Calculate estimate fund NAVs and review official NAVs calculated by external accounting agent
- Perform oversight on external vendors including accounting agent, trustee banks, fund accounting system vendor, printing companies
- Work closely with other Federation teams including IMD Product Controllers, Operations, Fund Service, Shareholders Service for seamless fund operation
- Discuss funds’ performance with Portfolio Managers to see if there are anomalies
- Prepare and review fund financial statements
- Support Real Estate Investment business managed by GSAM
Assistant Treasurer, Finance Division
06/2009
-
10/2011
San Francisco, CA
- Perform independent price verification on trading inventories
- Month-end procedures preparing accounts for posting to the firm’s general ledger
- Maintain the books and records for the firm’s Indonesian subsidiaries and support other entities in the region
- Assess the credit and financial strength of the firm’s trading counterparts to determine acceptable levels of credit exposure
- Coordinate with the firm’s business units, Legal, Operations and Compliance departments to ensure appropriate documentation, limits and risk mitigates to protect against a counterpart default and minimize potential losses
- Manage month-end process to properly reflect the Balance Sheet, P&L and Owner’s Equity
- Work closely with global members of the BSCRG to collect relevant feedback and identify and resolve issues arising during the conflict check process while managing deal teams’ expectations around outcome and turnaround time
- Maintain the BSCRG’s proprietary database which documents and tracks situations cleared or pending clearance
Education
Oklahoma State University - Tulsa
2005 - 2009
Bachelor's Degree in Finance
Professional Skills
- Excellent interpersonal skills, client relationship and communication skills, both written and verbal
- Strong tax effect accounting skills
- Excellent PC skills (particularly Excel) and highly numerate
- Problem solving, analytical and quantitative skills are critical for this role
- Business Level written and spoken English communication skills
- Min 3 years of professional accounting/tax experience
- Work effectively with the Business and other Federation teams, including Operations, Risk, Tax, Technology and Treasury
How to write Finance Division Resume
Finance Division role is responsible for english, tax, accounting, japanese, excel, finance, credit, securities, database, printing.
To write great resume for finance division job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Finance Division Resume
The section contact information is important in your finance division 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 Division Resume
The section work experience is an essential part of your finance division 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 division 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 division position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Finance Division resume experience can include:
- Responsible for coordinating with the Executive Office Asia Pacific’s annual budget and forecasts working alongside colleagues from other divisions and regions
- Communicate concisely and effectively and escalate issues timely
- Preparation of consolidation packages for submission to NY Head Office under US GAAP and Federal Reserve reporting
- Australian corporate tax compliance and advisory experience with a major financial services firm or a second tier / major accounting firm
- HK corporate tax compliance and advisory experience with a major financial services firm or a Big 4 accounting firm
- Display good corporate citizenship
Education on a Finance Division Resume
Make sure to make education a priority on your finance division resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your finance division 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 Division Resume
When listing skills on your finance division 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 division skills:
- Strong PC skills, particularly MS Word, MS Excel, Outlook
- Solid knowledge and experience in various functions within Finance
- Advanced PC skills, particularly with Excel and Visual Basic for Applications (VBA)
- Facilitate the consolidation of the new products proposal (memorandum) and review the document prior to presentation to the new products committee
- Improve talent and effectiveness of team members through consistent and effective use of the department’s talent management strategy
- Proficient in written & verbal communication skills
List of Typical Experience For a Finance Division Resume
1
Experience For Application Administrator, Finance Division Resume
- Month-end procedures preparing financial statements for posting to the firm's general ledger
- Self confidence to interact with internal clients
- Partner with XDIV team on large scale new business-oriented and other cross-divisional projects ensuring the new product approvals have been incorporated as part of the project scope
- Intelligently monitor trading activities to ensure the business is supported in a controlled manner
- Prepare daily P&L and other financial analysis for the firm
- Self-confidence to interact with various internal clients
- Details and controls oriented
2
Experience For AVP & Treasurer, Finance Division Resume
- Work closely with other Federation teams including IMD Product Controllers, Operations, Fund Service, Shareholders Service, Technology and Tax for seamless fund operation
- Prepare, compile and analyze financial information which is provided daily, weekly, monthly and quarterly to senior management by product, business lines and region
- Experience as a business consultant in a finance related field – establishes effective relationships with clients while offering analysis and recommending corrective actions based on emerging trends
- Effective Organizational and time management skills - effectively navigate through ambiguity, prioritizes multiple projects to meet business partner needs
- Exposure to talent and people management skills – screen/interview applicants, deliver/document performance feedback, manage/address performance issues, identify High Potential talent, recommend promotions and provide career guidance and mentorship
- Tax accounting skills
- Well-developed Excel skills
- Qualified JCPA or USCPA
List of Typical Skills For a Finance Division Resume
1
Skills For Application Administrator, Finance Division Resume
- Strong Leadership skills – ability to Lead and Manage teams
- Monitor adherence to established risk limits and ensure material risks effectively communicated to Firm’s senior management
- Good understanding of securities products
- Prioritize and organize efforts with exceptional attention to detail. Identify and address risk areas (schedule, functional, quality etc.)
- Have a strong background in programming and/or algorithms
- Strong character and control mindset, able to work under pressure
2
Skills For AVP & Treasurer, Finance Division Resume
- Self-starter, inquisitive, enthusiastic with a strong analytical mind-set
- Tax experience with property funds
- Dealing with tax compliance work including income tax, GST, duty and tax effect accounting for various GS entities doing business in Australia and New Zealand
- Dealing with tax compliance work including corporate tax, stamp duty and tax accounting for various GS entities doing business in HK and other jurisdictions
- Maintaining a broad understanding of the business and analyzing the business results, including via board reports and presentations to senior management
- Assisting in formulating payroll processes to facilitate new operations for the firm
- Being involved with tax advisory work for financial products / transfer pricing issues / other firmwide projects
- Developing controls and performing health checks of tax processes
3
Skills For Finance Division Associate Manager Resume
- Handling inquiries from regulators, inspectors and auditors
- Dealing with tax audits
- Working closely with people in different business divisions and control divisions
- Managing tax projects across departments
- Participating in industry forums to discuss topical tax issues and advocacy activities for financial services industry
- Measure and monitor liquidity risks relating to the firm’s business activities, including trading, financing, and operational activities
- Enthusiastic about being challenged on a regular basis, learning and taking responsibility
- Provide adhoc support to producing divisions assessing impacts and providing assessments of the level of review required by the new products process
4
Skills For Finance Division Manager Resume
- Various month end procedures including preparation of accounts for posting to the general ledger
- Perform expense tracking and cost analysis to facilitate senior management decision making
- Self confidence to interact with demanding internal clients
- Provide responsive assistance to business partners. Work with the business users to ensure the smooth execution of the day-to-day application processes and monitoring of the month-end close activities
- An influential personality capable of participating significantly in industry forums and government tax consultation meetings
5
Skills For Robert Half Finance Division Director Resume
- Commitment to excellence and to developing own expertise
- Develop a broad understanding of the securities business and financial products
- Development and application of appropriate methodologies for transfer pricing for the global business, in consultation with other regions and stakeholders
- Assess the market, valuation and other risk inherent in trading positions
- Liaise with operations and other divisions within the bank in a problem solving capacity
- Enthusiastic about being challenged on a regular basis, to learn and to take responsibility
- Fluency in Japanese (both oral and in writing)
- Work with other members of the team (business analyst, report writers) and the IT partners to continuously refine and implement system improvements
6
Skills For Chief, Finance Division ES Resume
- Lead and direct daily execution of analysis and communication of financial results, development of compelling storylines and formulation of financial projections for key products, markets and initiatives
- Facilitate achievement of business objectives with guidance from the manager and other leaders; while managing multiple deadlines, accountabilities, and competing priorities
- Build financial team excellence, developing analysts’ technical financial acumen and understanding of the business to position them for rotation and career advancement
- Self-starter, inquisitive, enthusiastic and able to work independently and with minimal supervision
- Knowledge of Microsoft Office (e.g. Excel)
- Fluency in English, Japanese and Chinese are essential
- Fluency in English(business level or above)
7
Skills For Finance Division Operational Risk Controller Resume
- Self-confidence to interact with internal clients
- Knowledge of financial industry or financial products
- Knowledge of HK stamp duty on share transfers
- Direct and develop junior colleagues’ abilities
- Local regulatory reports (FSS, BOK): Understood the requirement of bank’s regulatory reports and prepared the report packages on a monthly/quarter basis
- Provide a control framework to mitigate new product-related risks to the firm
- Maintain the books and records for the firm’s subsidiaries
- Work closely with other areas within Controllers, both in Hong Kong and globally, as well as with other divisions
8
Skills For Assistant Treasurer, Finance Division Resume
- Work closely with other areas within Controllers, both in Singapore and globally, as well as with other divisions
- Maintenance of the firm’s books and records
- Calculation and management of the Regulatory Capital ratio for our regulated entities in Japan
- Committed, self-motivated and pro-active team player, with the flexibility to keep up as the business and regulations change
- Think broadly and make connections between diverse issues
- Size and manage the firm’s liquidity pool
9
Skills For ICG Finance Division Resume
- Optimize the level and composition of the firm’s capital base relative to its risk profile
- Prepare and undertake analytical review of the daily profit and loss
- Native level Japanese language
- Safeguard the assets and reputation of the firm by controlling and supporting the investment management division, as well as ensuring that they are in compliance with the firm’s policies and with the rules/regulations that govern global financial markets
- Provide assistance in various regulatory filings
- Review and analyze market risks of Fixed Income/Equity portfolios and individual trades to verify information
- Communicate directly with senior management on risk related issues. Engage traders and desk heads on market risk matters including P&L drivers, and changes in risk profile
- Assess the business and financial strength of the firm’s trading counterparts to determine acceptable levels of credit exposure and monitor credit quality
- Analyze and reconcile the balance in the fixed asset subsidiary ledger to general ledger and ensure appropriate resolution of breaks
10
Skills For Finance Division Lead-stress Test Resume
- Track expenditures in comparison to the capital budget and management authorizations for significant projects
- Responsible for accounting and managing the capital projects and fixed assets for entities across the globe in accordance with all relevant GAAPs & ensure that financial reporting of fixed assets meets applicable accounting principles and regulations
- Willingness to learn and apply new concepts
- Prepare daily P&L's for trading desks, involving pricing reviews to ensure reasonable valuation of inventory, and substantial use of the firm's accounting systems
- Perform independent price verification on trading inventories. Month-end procedures preparing accounts for posting to the firm's general ledger
- Independently lead and direct daily execution of analysis and communication of financial results, development of compelling storylines and formulation of financial projections for key products, markets and initiatives
- Serve as an independent advisor in absence of manager, assisting Regional leaders and partners in a consultative manner and identifying needs in the areas of forecasting, planning, measurement, business case development, capital management and internal controls
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