Finance Operations Resume Sample
Frankie Zboncak
177 Huels Turnpike,
Boston,
MA
+1 (555) 490 5319
Work Experience
Finance Operations Specialist
01/2016
-
PRESENT
Dallas, TX
- Other PO business units re operational and customer service issues, projects, change implementation or system recoveries
- Relationship builder: Ability to cultivate strong cross-functional relationships and communicate effectively with team members and business partners
- Enthusiasm and quick learning - Enthusiasm for designing and building new systems. We are looking for someone to learn the existing process, but then build/challenge it to better scale with the volume of our growth and provide reporting to our business partners
- Curiosity and passion - Our team members ask probing questions, challenge the status quo, make changes to improve processes, and have fun while doing it all; positive attitude and never settling for “good enough” are key, along with fitting into our unique company culture
- Leading the firm’s liquidity management, including forecasting future firm sources and uses of liquidity
- Curiosity and passion - Our team members ask probing questions, challenge the status quo, make changes to improve processes, and have fun while doing it all; positive attitude and never settling for “good enough” are key, along with fitting into our company culture
- Able to cultivate strong cross-functional relationships and communicate effectively with team members and business partners
Finance Operations
10/2009
-
12/2015
Dallas, TX
- Order to Cash Reporting: Develop DSO, DIOH and working capital KPI’s and executing reporting
- We serve 19 of the top 20 global asset managers
- No. 1 national market share of all private equity buyout funds
- We serve seven of the 10 largest hedge funds, seven of the top-10 U.S. Funds of funds, and upwards of 40% of the top-100 hedge funds
- Serve as corporate and/or mutual fund auditor to eight of the top 20 U.S. Investment management complexes and provide business advisory services to 17 of the top 20
- Play substantive role in enhancing relationships with Deloitte & Touche and Deloitte Tax LLP professionals
- Participate in proposal development efforts
Finance Operations Intern
02/2007
-
05/2009
Philadelphia, PA
- Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable)
- Communicate with the APAC Marketing and PR teams to obtain an understanding of services being procured from our vendors and the status/timeline of delivery of services
- Obtain, review and summarise vendor agreements
- Set-up purchase orders (PO’s) in our accounting system to ensure appropriate classification of expenses to enable financial reporting and analysis
- Work with the marketing planning and analysis (MP&A) team to track actual spending to budget. Understand, communicate and explain variances
- Manage vendors by working with Accounts Payable to ensure vendors are set-up and paid in a timely basis and resolve any billing issues
- Own the month-end close process to ensure that any unbilled service accruals are accurately captured
- Drive operational process improvements
Education
Kaplan University - Omaha Campus
2001 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Industry experience with excellent communication, administration and interpersonal skills. Demonstrate experience of working with diverse stakeholders
- Excellent organizational skills, multi-task, and prioritize work according to demands for self and others
- Computer Skills – strong ability to use technological tools effectively; knowledge of Outlook, SAP, SRM, Excel, etc
- Demonstrated leadership skills and substantial work experience in supervisory role of a business unit
- Demonstrated experience and skills in developing and managing large budgets of $25 million dollars or larger
- Advanced MS Excel skills and superior analytical skills
- Solid analytical skills including demonstrated aptitude for solving complex challenges and building deliverables using MS Excel
How to write Finance Operations Resume
Finance Operations role is responsible for interpersonal, excel, analytical, leadership, financial, finance, english, business, administration, organization.
To write great resume for finance operations job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Finance Operations Resume
The section contact information is important in your finance 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 Finance Operations Resume
The section work experience is an essential part of your finance 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 finance 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 finance operations position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Finance Operations resume experience can include:
- Business owners -- Embedded resource that understands the nature of the business they are supporting and owns finance related tasks (end to end P2P support from setting up new vendors, reviewing contracts, creating PO’s, reviewing invoices, vendor management, etc.)
- Excellent time management, organizational and multi‐tasking skills required to effectively manage a diverse work‐load
- Strong written and verbal inter‐personal skills, effectively communicating with various internal customers and teams at different levels
- Strong interpersonal skills with ability to establish and maintain effective internal and external working relationships in a diverse environment
- High level skills and experience in management accounting, statutory reporting and finance operations
- Demonstrated track record of strong leadership experience, driving strategy and results
Education on a Finance Operations Resume
Make sure to make education a priority on your finance operations resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your finance 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 Finance Operations Resume
When listing skills on your finance 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 finance operations skills:
- Knowledge of accounting principles and procedures. Strong demonstrated fiscal/accounting skills
- Strong communication skills, proactive thinking, good sense of responsibility, flexibility, team
- Good inter-personal skills & good team spirit
- Strong problem-solving, decision-making and judgement skills
- Proven experience in effecting change, driving institutional change through effective cross group collaboration and group evangelization
- Well-organized ability to prioritize and work under pressure effectively in a demanding environment
List of Typical Experience For a Finance Operations Resume
1
Experience For Finance Operations Specialist Resume
- Excellent prioritization and delegation skills to effectively manage the high volume of workflows often under tight time pressures
- Strong analytical skills as well as strong written and oral communication skills required
- Strong organizational and time management skills to establish priorities and successfully meet competing deadlines
- Excellent communications and managementskills
- Cultivate strong and proactive cross-functional relationships and communicate effectively with team members and business partners
- Strong interpersonal and communications skills including documentation
2
Experience For Director of Finance & Operations Resume
- Comprehensive knowledge of concepts, practices, and procedures with finance operations and management. Excellent oral and written communication skills
- Leads and manages the technical and interpersonal skills training requirements for the APAC SSC team members
- Prior experience managing sub-grants required
- Delegate effectively, while still maintaining oversight over areas of responsibility
- Demonstrated experience with financial and/or budget systems (e.g. budget preparation, interpreting financial data, forecasting, etc.)
- Highly proficient PC skills (MS Office and MS projects)
3
Experience For Director of Finance Operations Resume
- Works through challenges in order to effectively deliver on commitments
- Highly strategic/critical thinking skills required
- Work with the CEO to effectively manage change within the organisation
- Experienced and accomplished systems thinker and proven ability to identify and be able to drive process improvements
- Analytical skills , well organised and an eye for detail
- Take into consideration calendar priorities based on fiscal calendar, current projects, team priorities and overall organizational team needs
- Keying in invoices to be validated for payments, entering invoices for timely payment
4
Experience For Finance & Operations Director Resume
- Willing to engage both at the strategic and execution levels when needed. Has strong grasp of details as well as big picture strategy
- Consulting experience with small business owners
- Accounting experience for supply chain operations, complex contracts, and revenue recognition
- Previous experience with: Budgeting / Forecasting / Planning; Cash Flows / Management; Financial Analysis / Reporting; and, General Ledger
- Proven expertise in finance, accounting and auditing, monitoring of grant compliance and management and the establishment of internal controls
- Excellent abilities in using IT systems, particularly accounting and business reporting software
- 5+ yrs of experience researching, analyzing and/or reporting information related to specific area of assignment
- Experience with managing expenses, reviewing contracts, purchase orders and looking for ways to optimize the workflows
5
Experience For Finance Operations Intern Resume
- Experience working on culturally diverse teams and working with counterparts from other cultures; and
- Experience working in a developing country is also desirable
- Support the Luxury AVP in overall planning, consolidation and reporting of the luxury portfolio performance in APEC
- Practice standard financial systems, including implementation of good internal controls, asset monitoring and reconciliation of all funds accounts
- Experience analyzing and auditing all T&E to ensure the policies and procedures of the company are followed
- Experience working in a Professional Service setting
6
Experience For Finance & Operations Coordinator Resume
- Direct experience with budget formulation, federal accounting structure, reporting and processes
- Demonstrated ability in successfully managing a program or business, including financial sustainability, budget development and implementation
- Evidence of flexible thinking and ability to adapt to a changing environment
- Excellent understanding of local accepted accounting principles
- Report writing experience using at least 1 of these: BI, SQL, Crystal Reports 8.5 or later, Microsoft Access
- Interpret commercial contracts. Past experience in advising / supporting commercial deals highly valued
- Experience in budgeting, forecasting and cash flow management
- Experience in end to end client accounting for lending platform
7
Experience For Associate, Finance Operations Resume
- Proficiency in 3-statement financial modeling and strong understanding of balance sheet and cash flow drivers
- Relevant working experience in an accounting environment, MNCs or Shared Service Center required
- Experiences in supporting successfully projects of all sizes including people coordination,
- Industry experience in the entertainment environment dealing with facilities, build outs, project tracking, capitalization vs. expense, rate cards, etc
- Proven track record of running and enhancing the financial operations of a portfolio
- Experience working on international development projects funded by USAID, or similar bi-lateral or multi-lateral organizations
- Extensive financial and administration experience working with non-governmental organizations
8
Experience For Finance Operations Administrator Resume
- Proven ability in the management of large integrated programs in developing countries
- Progressive accounting, finance, and operations experience
- Good risk and control awareness, able to proactively strengthen existing controls and identify potential gaps
- Experience with GL accounting ideal
- Development and maintenance of debt service model used throughout the year for forecasting, periodic validation and revisions as needed
- Experience working with legal teams
- Liaise with client service and suppliers, demonstrating good communication and professionalism
- Demonstrate an analytical and logical approach to problem solving
- Demonstrated knowledge of USAID project cycle, agency policies, regulations reporting requirements for financial management and procurement
9
Experience For Finance & Operations Resume
- Previous experience in a Senior Financial Management role leading a team of 20+
- Proven analytical and decision-making abilities
- Hands on experience using ERP MRP (SAP, JDE, MAS90, Epicor, MYOB) with commercial business unit support
- Experience managing others
- Pf Public Accounting and/or Private Industry experience
- Relationship building – ability to establish and maintain excellent relationships both internally and externally
- Direct experience with annual financial and performance reporting
- Experience managing both staff and assets in a fast-paced environment within a Federal Agency
- Demonstrated thorough understanding of higher education finance and business operations
10
Experience For Finance & Operations Assistant Resume
- Previous experience budgeting for an auxiliary enterprise
- Experience in a comparable accounting position
- Work experience with exposure to managerial accounting
- Highly ambitious graduate in finance with major in managerial accounting or proven interest in the same
- Strong database management (record keeping) ability,
- Experience of using Microsoft Office applications [Word, PowerPoint and Excel]
- Actively seeks to improve processes making them more effective and efficient
- Experience working with USAID contracts
- Experience working preferably ina multinational company
List of Typical Skills For a Finance Operations Resume
1
Skills For Finance Operations Specialist Resume
- Experience establishing performance expectations, skills and competency development plans for a team
- Strong organization skills and ability to simultaneously handle numerous tasks of varying complexity
- Excellent communication, data gathering/analysis, and presentation skills
- Prioritizes effectively amongst conflicting demands
- Excellent written and presentation skills, and a knack for describing technical information simply
- A highly motivated, self-driven individual, with the confidence to influence senior management. Excellent interpersonal skills and business partnering
- Demonstrates organisation and planning skills
- Strong motivation & interpersonal skills
- Strong analytic, communication, leadership and presentation skills
2
Skills For Director of Finance & Operations Resume
- Excellent communication skills, is able to engage and influence beyond FRA community and to drive operational excellence
- Excellent interpersonal, public relations, negotiation and diplomacy skills
- Excellent oral and written communication skills in French required
- Effective financial skills and ability to analyze historical data, day-to-day operational expenses, capital expenditures and forecast/plan/budget accordingly
- Excellent communication skills via written, verbal, and through analysis; combines analytics to support a narrative and tell the story
- Finance and IT literate with strong Excel skills
- Strong oral and written communication skills are extremely important
- A great communicator that can cultivate strong cross-functional relationships and communicate effectively with team members and business partners
- Manage time effectively, prioritizing tasks and able to work to deadlines
3
Skills For Director of Finance Operations Resume
- Excellent communication skills required. Preferrably in Cantonese, English and Mandarin
- Creative problem-solver with excellent research skills
- Proactively cultivate strong cross-functional relationships and communicate effectively
- Strong written and verbal communication skills and Customer Service
- Work in a team with a high volume department and self-motivated environment with good inter personal skills
- Apply professional and effective communication skills
- Positive attitude with strong communication skills
- Outstanding communications skills both written and oral with boardroom presence
4
Skills For Finance & Operations Director Resume
- Prior experience of leading, managing/monitoring operations teams, setting up and monitoring of required process metrics for ops team under supervision
- Strong overall operations management experience encompassing finance, budgeting and strategic planning
- Experience of developing and improving relationships to improve the overall performance and efficiency and develop strong working relationships
- Skills in process diagraming and documentation as well as data manipulation and reporting, including but not limited to Microsoft Visio, PowerPoint, and Excel
- Proven track record of success in recruiting, interviewing and skill assessment
5
Skills For Finance Operations Intern Resume
- Microsoft Office skills - Advanced Level – Formulas including nested if statements and vlookups, pivot tables, VBA programming, SQL, flowchart creation
- Demonstrated experience managing or implementing projects funded by USAID
- Proven experience in planning, executing and delivery of Sales strategies
- Demonstrated experience converting analysis into narratives through the creation of compelling and well-designed presentations
- Seven (7) or more years of relevant experience, including operations experience in a clinical setting
- Demonstrated experience in reviewing and composing contracts for professional fee services
- Knowledge of basic bookkeeping skills and terminology
- Highly developed management, supervisory and communication skills for directing a large organization of professional staff
- Creative problem-solving skills, with the ability to perform independent, thoughtful analysis around important educational issues
6
Skills For Finance & Operations Coordinator Resume
- Project management skills with focus on driving process performance
- Prior experience overseeing finance and administration for a USG-funded project of a similar size and complexity is highly desirable
- Certification in event planning or similar set of knowledge and skills
- Excellent knowledge of English and preferably a good working knowledge of Urdu
- Demonstrated experience in third party reimbursement, including managed care
- First class relationship building and management skills
- Proven experience in financial management and statutory reporting
- Communicate effectively to individual regarding expense report status and issues
- Communicate effectively with travel vendors, employees, and candidates to resolve payment processing issues
7
Skills For Associate, Finance Operations Resume
- Knowledge of DOE policies and procedures and the ability to interpret and apply policies effectively
- Highly developed financial skills
- Demonstrated contract administration and customer service experience
- Prior experience managing a team of highly-successful staff working in multiple locations/field offices
- And/or at least 3-4 years of experience in the finance or commercial areas with a proven performance track record
- Intermediate-Advance English language skills
- Fluent Written and spoken Customer language skills
8
Skills For Finance Operations Administrator Resume
- Communicate and interact effectively with management, co-workers, subordinates, and the public
- Work under tight deadlines and reflect high levels of personal organization skills
- Intermediate skills in MS Office suite of applications
- “Big 4” experience and/or equivalent audit / business controls experience
- Proven ability to successfully engage in multiple initiatives simultaneously and manage and prioritize work accordingly
- Demonstrated skill in software applications, such as MS Office Suite (WORD, Excel, Access, PowerPoint, Outlook, etc.)
- Effectively communicate across offices on two different continents
- Prior experience with BI360 and/or Tableau
9
Skills For Finance & Operations Resume
- Refined interpersonal skills; highlight relational with a natural bias towards results
- Basic skills include the ability to perform basic mathematical calculations and balance/reconcile figures
- Fluent written and spoken language skills of Italian and/or Portuguese needed in customer contact
- Demonstrated experience in the refinement and enhancement of financial systems
- Work experience in a related field coupled with many years’ experience in Financial Management
10
Skills For Finance & Operations Assistant Resume
- Strong proven track record of leadership
- Exceptional EQ (emotional intelligence) and maturity with experience managing multiple priorities
- In-house operational leadership experience, including experience in financial operations
- Collaborative working style with exceptional communication skills
- Extraordinary communication and interpersonal skills, able to work with multiple stakeholders at various levels and disciplines
List of Typical Responsibilities For a Finance Operations Resume
1
Responsibilities For Finance Operations Specialist Resume
- Lead management of wholesale LOB relationships. This includes regular reviews with wholesale partners/stakeholders to progress an agenda of data quality improvements, functionality enhancements, operational initiatives and investment priorities
- Develop an in-depth understanding of how LOBs use wholesale client data and provide information to senior managers and key firmwide committees. Lead annual client satisfaction survey process; review survey results and drive the implementation of related functionality and reporting improvements
- Implement LOB scorecards providing relevant metrics to wholes LOB stakeholders. Facilitate client/product related reporting development to ensure WCP data is accurate and complete. Provide essential information regarding wholesale client data to stakeholders and WCP users
- Serve as the primary point of contact for WCP user questions. Manage to closure all inquiries and issues identified by end users, items surfaced through data quality reviews, reconciliation process and control teams
- Drive and coordinate issues analysis to identify root causes and remediation activities in order to prevent recurrence, reduce meantime to resolution, and identify areas for improvements. Liaise with cross-impacted LOBs to ensure issues are resolved in a timely manner
- Provide leadership, coordination and communication during critical incidents involving WCP infrastructure and application to ensure the timely resolution of high impact, high volume, and high visibility problems
- Proactively cultivate strong business partner relationships and communicate effectively with team members
2
Responsibilities For Director of Finance & Operations Resume
- Meeting and/or event planning experience
- Experience of supporting a Manager, leading/coaching a team and being able to deal with a range of queries of a pay related nature
- Accustomed to multitasking, prioritising and meeting multiple tight deadlines
- Assist with preparations for Council meetings including validating and packing plaques, awards, and other material for distribution at meetings
- Experience working for a publicly traded company in Finance & Accounting
- Good understanding of Front to Back operational flow from Trade Capture through to Final Settlement
- Strong ability to communicate with internal and external customers regarding all FinOps (AP, AR, Travel & Expenses) matters
- Good grasp of GAAP accounting principles
3
Responsibilities For Director of Finance Operations Resume
- Able to understand payroll calculations and have a good knowledge of the whole payroll process including reconciliations and payments to third parties
- Preferably at least 1-year experience with Services contracting or Deal Support
- Experience working in an academic administrative office
- Experience working in the Medical Device or other healthcare related industries
- Solid financial planning background
- Experienced with accomplishing multiple tasks and high volumes of work under strict time deadlines
- Experience leading a financial management function, preferably in a government or regulatory environment
- Validation, tracking and recognition of revenue across core platforms & systems
- Experience in financial services operations capacity
4
Responsibilities For Finance & Operations Director Resume
- Experience in data quality management
- A strong passion for the entertainment industry
- Similar work experience in finance required
- Validation, tracking and recognition of revenue across core platforms
- Review and support buildout of onshore/ offshore model to optimise efficient and effective transaction processing
- Experience working as a finance and administration manager
- Experience in Sales Operations, Business Operations OR Business Finance
5
Responsibilities For Finance Operations Intern Resume
- Posting invoice entries on customer’s portal, maintaining and reconciling accounts or monitoring and supporting such activities
- Embedding regular operations reporting for activities including invoicing, expenses, payables and collections
- Implementing procedural enhancements for tracking/compiling historical data to address requests for modeling from Senior Management
- Posting of Securities Lending related journal entries to the General Ledger (cash collateral movements, dividends, billing, fees, etc.)
- Obtaining, reviewing and summarizing vendor agreements
- Accounting -- Help facilitate a timely and accurate month-end close by owning the accrual process and explaining variance drivers
6
Responsibilities For Finance & Operations Coordinator Resume
- Developing talent and driving the team to develop their careers across the finance team
- Modeling/establishing new guidelines related to Council and Trophies as thresholds and Field compensation components change
- Assisting with updating new process flows related to SAP Transformation
- Updating training documentation related to Finance Operations
- Reviewing reports and analyzing procedures
- Updating cash books, reconciliation of receipts to corporate bank accounts and provider statements to our back office system
- Leading the payroll team in the daily operation of payroll processes
- Reviewing of payroll instructions and its results to ensure accuracy of the payroll cycle
- Understanding of how data management can help service internal clients
7
Responsibilities For Associate, Finance Operations Resume
- Acting as a subject matter expert and support other members of the leadership team in the development of departmental strategies and plans
- Assisting the VAT team with VAT related questions
- Liaising with business areas and 3rd parties to understand any discrepancies on revenue receipts
- Communicating and partnering with the Open Connect team to understand services being procured from our data center and telecommunication services partners
- Driving operational process improvements in Localization and other Post Production workflows
- Working with Accounts Payable to ensure vendors are setup to be paid timely and accurately
- Accounting for T&D and G&A departments (Fixed assets, Prepaids, Accruals)
8
Responsibilities For Finance Operations Administrator Resume
- Managing vendor invoicing process: ensuring timely billing, approving invoices, and working with Accounting to ensure accuracy of accrued services
- Setting-up purchase orders (PO’s) in our accounting system to ensure appropriate classification of expenses to enable financial reporting and analysis
- Working with Accounts Payable to resolve billing issues and ensure vendors are setup to be paid timely and accurately
- Using CRM platform, Andar 360, pay donor designated gifts to independent non-profit agencies
- Leading the Finance Operations team, c30 direct onshore & c30 offshore (matrixed)
- Working with the Senior Finance Officers, review assumptions and provide insights into the quarterly forecast of expenses for PL & CL
- Anticipating requests and developing applicable modeling methodology
- Provide guidance and input on workforce planning, succession planning, compensation, benchmarking, learning & development, org design, recruiting, etc..
9
Responsibilities For Finance & Operations Resume
- Preparation of period close and invoicing ensuring timely and accurate customer billing. Analyses pending billing and identifies potential quality issues
- Provide administrative support to senior managers, including scheduling of meetings, travel planning, and processing Travel and Expense reports
- Responsible for supporting sales optimization and productivity in developing and implementing processes whilst ensuring scalability in process design
- Manages financial policy planning, processes and execution for OPSR’s private and public funding streams totaling $70 Million annually
- Working in public accounting, internal audit or consulting required
- End to end P2P support (setting up new vendors, reviewing contracts, negotiating
10
Responsibilities For Finance & Operations Assistant Resume
- Provide support for Corporate Accounting statutory accounting close and reporting activities, as needed
- Prepare Order Forms based on SAP’s standard template; also reviewing, commenting on, redrafting Customer’s Agreements
- Basic Knowledge in the following: Revenue Recognition, Pricing, Contracting, Quote Support, Legal, as well as Cloud
- Ensures timely and accurate customer billing. Analyzes pending billing and identifies potential quality issues
- Provide local oversight to all opening, intraday and closing nostro positions to ensure positions are in line with LOB and Finance expectations
- Liaise with appropriate partner offices regarding financial and accounting issues
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