Finance Operations Associate Resume Sample
Dorian Zemlak
44320 Laverne Centers,
Boston,
MA
+1 (555) 292 8649
Work Experience
Finance Operations Associate
06/2017
-
PRESENT
Dallas, TX
- Act as the first approver for financial transactions to assure: correct funding source, accurate business purpose, correct expenditure type and required backups
- Assist with sponsored project research proposal submissions and post award administration
- Support and train central administrative assistants so they are compliant with university policies and requirements
- Process Graduate Financial Systems payments, student stipends and SU-21 payments
- Provide general support to CDDRL finance manager as needed
- Monitor department credit card (travel and purchase) usage to meet the university guidelines and clear the expenses on time
- Knowledge of firm’s financial and reference data systems as well as other financial applications
Finance & Operations Associate
06/2013
-
12/2016
San Francisco, CA
- Perform a detailed review of all expense reports that are not in compliance with the Company’s Travel & Expenses policies, including review against receipts
- Participate and support in projects, such as continuous improvements & standardization activities, process migrations or System Testing’s with Developers
- Course catalogue creation and maintenance
- Closing activities - reporting and SOX controls
- Close cooperation and communication with internal and external business partners
- Global O2C cooperation and support (e.g. projects)
- Process migrations or System Testing’s with Developers
- Process and solve customer’s complaints
- Completes retrieval, dispute, and chargeback cases timely and accurately to minimize bad-debt losses
Equity Finance Operations Associate
04/2007
-
03/2013
Boston, MA
- Identifies unique attributes of each case and conducts research using Best Buy’s complex systems and through contacting any relevant internal/external partners
- Uses proper judgment for case resolution and prepares an effective response by the due date
- Effectively works and communicates with team members, supervisor, and manager
- Works cross-functionally and acts as a liaison with credit card processors and within Best Buy business partners
- Monitors aging of disputes and chargebacks to ensure timely resolution of all open cases
- Evaluates issues to ensure appropriate & timely outcome and completes necessary follow up with customers
- Identifies efficiencies, suggests process improvements, and plays an active role in the implementation
- Finance operations or comparable finance related business experience
Education
Strayer University - Knoxville Campus
2002 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Project management experience is desirable coupled with experience running meetings with demonstrated success at achieving and keeping on track
- Solid process management orientation skills
- Advanced/intermediate English skills required
- Influence – Demonstrates different influence styles as appropriate to situation while maintaining positive relationships
- Related Finance experience
- Financial Operations experience
- HR/Payroll Experience of 1 -2 years
How to write Finance Operations Associate Resume
Finance Operations Associate role is responsible for training, events, travel, research, reporting, payroll, auditing, credit, finance, software.
To write great resume for finance operations associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Finance Operations Associate Resume
The section contact information is important in your finance operations associate 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 Associate Resume
The section work experience is an essential part of your finance operations associate 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 associate 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 associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Finance Operations Associate resume experience can include:
- Tracking and maintaining all received grant funding; this includes preparation of progress reports, budget management and expense tracking, and management of employees’ time spent on each grant
- Strong interest to grow into an OD Practitioner Role and Broaden Skills in facilitation and Training
- Intermediate/Advanced written and spoken portuguese skills
- Intermediate/Advanced written and spoken English skills
- Similar financial/accounting experience
- Experience in a ticketing platform would be highly advantageous
Education on a Finance Operations Associate Resume
Make sure to make education a priority on your finance operations associate 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 associate 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 Associate Resume
When listing skills on your finance operations associate 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 associate skills:
- Planning and Organizing – Establishes a systematic course of action for self and others to assure accomplishment of multiple tasks at the same time, working with manager to determine priorities and allocating time and resources effectively
- Experience analyzing P&L statements to identify bottlenecks / areas for operations improvement
- Experience in People and Organizational Development is of advantage
- Experience in Change Management Processes is of advantage
- Experience in global financial institution, private equity or hedge fund operations
- Processing new hires and separations into payroll and proprietary systems
List of Typical Experience For a Finance Operations Associate Resume
1
Experience For Finance & Operations Associate Resume
- Strong interest to attract talent, ability to speak to interested candidates in convincing way
- Strong attention to detail and higly organized
- Work experience in Shared Service Center is an advantage
- Strong focus on execution
- Cooperate with GFSS T&E Audit team to follow the standard in T&E procedures
- Providing post-sales support on contractual issues such as license transfers, contract migrations & amendments
- Handling Travel & Expense inquiries from SAP employees
- Coordinate with Field Marketing Manager to obtain approval for marketing/advertising related invoices, including marketing certificates
- Assist Financial Reporting and FP&A teams with reporting, budgeting, and forecasting needs as they arise
2
Experience For Intern, Finance Operations Associate Resume
- Assist with managing the NTN (National Tenant Network) process by preparing check requests, refund requests, and journal entries
- Review and process high volume tickets inquiries with support for all Sales, Billing and Provisioning related issues from internal and external customers
- Manage the payment process for agent marketing allowances
- Conduction of account closing procedures for accounts payable
- Process simplification and efficiency as a part of SAP runs SAP strategy (new system testing, roll outs, adjustments)
- Cross-cultural, virtual collaboration and working with media and technology that enables this
- Drive a topic with convincing passion
- Interest and passion for own learning and development in OD
- Affiliation to people topics (HR, Recruiting, Talent Management, People Development)
3
Experience For Equity Finance Operations Associate Resume
- Enjoys speaking in front of audiences, groups of interested candidates to promote GFSS credibly
- Support AR and Sales teams on invoice discrepancies, customer records, billing research and general queries
- Proactively interact with travelers to solve possible issues related to T&E travel planning and reimbursement
- Act as single point of contact regarding T&E topics for T&E Audit team and internal customers – SAP employees
- Monitor internal quality and ensure the completeness of T&E reporting
- Prepare vendor and sales associate check requests for certain branch offices and metros
- Coordinate with Cash Receipts department to process sales associate check requests after appropriate approvals have been obtained
4
Experience For Finance Operations, Associate Resume
- Close cooperation and communication with internal customers, external vendors and SAP subsidiaries
- Responses to customer queries (internal and external)
- Fluent Written and spoken Spanish
- Support the Head of GFSS Organizational Development in the design and execution of People Development strategy for GFSS
- Close Collaboration with the Head of GFSS and GFSS Leaders, local HRBPs and other related teams in HR
5
Experience For Associate, Finance Operations Associate Resume
- Facilitate and Co-facilitate Workshops and Trainings related to this focus topic, as part of the GFSS People Agenda
- Co-Develop and Co-Create new development programs to support our people agenda in GFSS
- Oversee and develop a focus GFSS Organization Development Initiative and the related People Development program
- Executes operational (including transactional) tasks independently and deals with customers' and partners queries. Gains a good knowledge of standard processes and related transactions. Maintains good relationship with external and internal customers
- Preparation of project related documentation / working instructions
- Vendor reconciliation process
- Highly motivated and hands-on
6
Experience For Finance Operations Associate Resume
- Self- reflect and give Feedback
- Review and interpret software contracts terms and conditions, and be able to confirm validity and accuracy according internal policies in place and securing SOX compliance
- On time process of customer sales orders into SAP systems
- Generate invoices and/or credit notes on order completion
- Team player, Proactive and responsible approach to customer support
7
Experience For Finance & Operations Associate Resume
- Educate SAP travelers about T&E tools, policies and procedures (organize and hold T&E info sessions)
- Participates in the monthly close processes
- Responsible for administration of customer contract which includes the booking of a contract, invoicing customers, invoice delivery, and revenue recognition of deals booked
List of Typical Skills For a Finance Operations Associate Resume
1
Skills For Finance & Operations Associate Resume
- Filing and organization of employee documents
- Understanding of GAAP revenue recognition rules
- Understanding of a shared service centre concept
- Ticketing Support for internal and external customers
- On-going structure and execution of an activity-based-costing (ABC) system for internal transfer pricing and prototype funding
- Creates intercompany invoicing while ensuring compliance with the SAP Accounting Guidelines
- Prepare check requests for capital expenditures and assist with planning, forecasting and tracking capital expenditures for each metro
- Assist with identifying, researching and communicating variances versus forecast to finance stakeholders
2
Skills For Intern, Finance Operations Associate Resume
- Assists in I-9 indexing, approval and tracking
- Assures all revenue is booked before every month end closing and quarter end closing
- Invoice PIs/customers. Collect customer payments and make deposits. Monitor processing and online preparation of deposits using Stanford CASHNet
- Assist with tracking BioADD property and assets. Assist with ordering lab supplies
- Prepare financial reporting, investment reporting, and performance analysis of LRES vehicle with CFO/CEO on a monthly basis
3
Skills For Equity Finance Operations Associate Resume
- Assist the Finance department on the following
- Assist the Human Resources/Payroll department on the following
- Assists with all payroll processing tasks
- The creation and auditing of employee’s files
- Proficient in Microsoft Office products including Word, and Excel
- Graduated or student on a related subject (Business Administration, Accountancy, Marketing, etc.)
- Support the different teams included in the sales cycle to provide information about the booking of the deals
- Prepare estimates/quotes for proposed projects. Work with PIs/customers to ensure billing codes are accurate and all approvals are secured
- Prepares finance reports for clients and management
4
Skills For Finance Operations, Associate Resume
- Account Receivables: applies payments, posts and maintains all accounts receivable
- Accounts Payable: entry and payment of vendor bills
- Administers and submits invoices
- Researches and solves payment discrepancies
- Maintains an organized and secure environment for documents
- Allocates payroll cost information
5
Skills For Associate, Finance Operations Associate Resume
- Provides backup role for the Finance Coordinator
- Provides general support for Finance Department
- Assists in calculations needed for holiday pay and taxes
- Assists with the allocation of health benefits reports
- Provides general support for Human Resources Department
6
Skills For Finance Operations Associate Resume
- Work under a tight deadline, manages pressure, and maintains confidentiality of company information
- Develop and coordinate key business presentations for the JPMIS and JPMC Operating Committee and senior business management focused on JPMIS business performance and investment priorities
- Develop and implement various financial models to forecast, track, and sensitize return metrics for JPMIS budgets, prototypes, and initiatives
- Deliver on critical risk and control initiatives to drive a seamless business structure
- Advance the end to end vendor engagement process with proper third party oversight and governance
- Work in a fast paced and ambiguous environment with deadlines
- Energetic, flexible, collaborative, and proactive; a team player who can positively and productively add product impact to both strategic and tactical technology
- Deep product knowledge of Prime Finance, focused on commodities/futures products, with in-depth insight into how Operations and Technology functions within the product set
7
Skills For Finance & Operations Associate Resume
- Knowledge and experience in the Travel and Expense process an advantage
- Experience with SAP system is preferable but not essential
- Knowledge of SAP FI module an advantage
- Fluent Written and spoken Italian is mandatory
- Participates in the monthly close process
- Is responsible for contract review, process and invoicing of SAP solutions (Software, Maintenance and Cloud) for the whole Latin American region. Works actively with internal and external customers to resolve complex situations. Is the point of contact for the different line of businesses for the invoicing process
- Account analysis and calculations on amounts to be billed to customers
- Input project estimates/quotes and create project requests in iLab. Ensure that iLab is updated and maintained as work is completed on projects. Check all iLab entries for errors before billing PIs/customers
8
Skills For Intern, Finance Operations Associate Resume
- Support HR in verifying employment eligibility. Advise employees on timecard procedures and troubleshoot employee timecard issues
- Oversee daily operations and management of our core product offering
- Proactively raise issues to manager regarding financial or operational metrics
- Manage labor schedules and adjustments in Oracle
- Be point of contact for PIs/customers. Triage client needs and involve appropriate BioADD staff. Work with PIs/customers to resolve transactional inquiries and other billing-related issues. Escalate to BioADD director as needed
- Maintain BioADD finance/invoicing files. Ensure BioADD billing and invoicing procedures adhere to policies
- Proactively support client objectives through communication with third-party service providers. Review documentation and maintain correspondence
9
Skills For Equity Finance Operations Associate Resume
- Monitor/track capital call and distributions for clients with private investment programs
- Proficiency in written and spoken Japanese language required to support Japan market
- Ensure middle/back office controls are met and maintained in accordance with audit, compliance and regulatory requirements and procedures
- Participate in investor/prospective investor meetings and due diligence visits, as needed
- Responsible for all accounting and operational activities for the firm LRES funds including an LP, with multiple investors at the Master Fund level, Reconcile all positions for the fund between the admins, prime brokers and the OMS on a daily basis
- Maintain detailed capital allocation schedules across all entities
10
Skills For Finance Operations, Associate Resume
- Allocate and instruct trades between all entities and ensure proper settlement with multiple prime brokers
- Frequent interaction with and point person for fund administrator, prime broker(s) and all counterparties
- Keep detailed and organized documentation of all investor subscriptions and redemptions, including number of investors, ERISA calculations, new-issue eligibility, as well as US tax exempt vs. non-US for the Offshore Feeder
- Review fund administrator’s monthly NAV closing package, compare it to their internal shadow books, and confirm NAV for distribution to investors
- Prepare a number of monthly reports for prime brokers and various investors
- Support financial close activities and work with the controllership team to create journal entries and accruals as required
- Collaborate with numerous groups in NRT and Coldwell Banker including Facilities, Financial Planning and Analysis, Field Finance Managers, Controllership and Financial Reporting
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