Finance Transformation Resume Sample
Blaze Monahan
31089 Kara Village,
Los Angeles,
CA
+1 (555) 730 3427
Work Experience
Finance Transformation Manager
12/2016
-
PRESENT
Boston, MA
- Our consultants can expect to
- Responsible for creating and maintaining a reference database that is accessible, organized, and that provides record retention and business knowledge sharing needs
- Lead selected initiatives to support the integration of the finance functions of acquired entities into the corporate finance function and business process structure
- Designing and implementing matrix reporting aligned to the business operating model
- Data cleanse exercise following defined rules and standards across the business
- Implementing a global set of data definitions (GL, CC and PC) and establishing data governance structures to support the accuracy and consistency of data
- Regular training and communication across the business
- Production of a standard suite of management reports to support Finance, cross functional stakeholders and senior leadership to allow timely and impactful decision making
Finance Transformation
09/2013
-
09/2016
Houston, TX
- Designing and implementing matrix reporting aligned to the operating model
- Assists in the evaluation of software products (where appropriate) consistent with the firm’s IT strategy and in coordination with the Corporate IT department
- Assists in the evaluation of software products (where appropriate), consistent with the firm’s IT strategy and in coordination with the Corporate IT department
- Participate in Finance Performance Improvement external client consulting engagements, which involve looking at a company’s internal finance and accounting processes and advising client on solutions around creating efficient process or improving existing processes
- Support Business Analysts with the documentation of Business Requirements and ‘as-is’ and ‘to-be’ processes
- Be an Ambassador for Change – manage relationships across a number of stakeholders to ensure that the Programme’s outputs meet the needs of the business and that, other SME’s, interested and impacted parties are engaged throughout the Programme lifecycle
- Capture and document ‘as-is’ and facilitate the creation of ‘to-be’ processes and ways of working to support ASOS as a Truly Global business
Finance Transformation Project Controller
03/2009
-
07/2013
Los Angeles, CA
- Define the ‘Change Strategy’ for Finance/2020 Transformation, including approaches, frameworks, tools and techniques
- In conjunction with the business, assess the ‘case for change’ for new initiatives to recommend next steps
- Project management and organization skills are key element of success in this role
- Approximately 15- 25% travel (approximately)
- Analysis and assessment of customers’ operating model and business drivers to identify approaches and priorities of Oracle Cloud solution delivery
- Lead the mobilization of customer’s own Cloud Adoption capabilities and provide enablement support to business stakeholders; facilitation of workshops and training sessions
- Supporting the EMEA Finance Cloud Adoption Team and Oracle customers in developing reusable assets for Finance Modern Best practice
Education
Webster University - Orlando Campus
2003 - 2008
Bachelor's Degree in Finance
Professional Skills
- Relevant work experience required for Senior Consultant roles and at least 5 years’ experience required for Manager roles and above
- Strong written and verbal communication skills, and outstanding presentation skills
- Strong data manipulation skills including Excel
- Excellent verbal and writing skills to document work and communicate with colleagues - Ability to work independently and as part of a team
- Excellent communication (written and oral) and interpersonal skills
- Excellent Power-point skills, with the ability to storyboard and produce best in class presentations
- Strong Microsoft Office (Word, Excel, & PowerPoint) skills are required
How to write Finance Transformation Resume
Finance Transformation role is responsible for finance, transformation, modeling, design, organization, payroll, retail, training, integration, database.
To write great resume for finance transformation job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Finance Transformation Resume
The section contact information is important in your finance transformation 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 Transformation Resume
The section work experience is an essential part of your finance transformation 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 transformation 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 transformation position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Finance Transformation resume experience can include:
- Excellent modeling skills are essential
- Experience engaging and interacting with senior leaders to convey strategies, objectives, priorities, project scope, risks and periodic updates
- Progressive experience in audit, operations, financial reporting or similar experience
- Contributing to and maintaining the finance transformation strategic priorities
- Working with the team & business to determine appropriate project prioritisation
- Experience evaluating systems, controls and operations, as well as leading projects and teams
Education on a Finance Transformation Resume
Make sure to make education a priority on your finance transformation resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your finance transformation 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 Transformation Resume
When listing skills on your finance transformation 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 transformation skills:
- Problem solving – Strong problem-solving skills as demonstrated in prior professional efforts
- Strong written and verbal communication skills and ability to articulate, write and present information in a clear and understandable manner
- Communication skills commensurate with engaging in transformation initiatives and leading and driving change in an organization
- Strong knowledge of accounting, reporting and consolidation process
- Finance/Accounting experience with 5+ years of experience in a project-based environment
- Experience with BI and visualization tools like Tableau, Power BI, and Domo) Experience using Smartsheet or SharePoint is desired
List of Typical Experience For a Finance Transformation Resume
1
Experience For Finance Transformation Manager Resume
- Working with the Finance Transformations teams and the Programme Directors in deploying interim and long-term projects with
- Owning the cost/benefit analysis financial models across all finance projects
- Lead Transition projects - work across functions and regions to establish “as is” states, clearly structuring and communicating findings to stakeholders
- Ad hoc activities such as providing content / compiling the Monthly newsletter
- Attitude and aptitude to thrive in a fast-moving, rewarding and dynamic environment
- Economics and Finance/Accountancy/Banking, Commerce or equivalent
- Expertise with multiple analytic tools including Microsoft Excel
- Establish performance measures and service level agreements (SLA’s) as needed and penalties for non-performance and/or cost over-runs
- Delineate and clarify mutual roles and obligations of the firm, the shared services center and appropriate key performance indicators and SLA’s
2
Experience For Finance Transformation Leader Resume
- Manages a team of exempt individual contributors and/or Manager 1s for a system design or re-design by monitoring and/or setting performance goals and objectives, staffing project teams, and ensuring timely and effective delivery of various finance systems and processes
- Scans the commercial environment to understand the latest applications available for an area of specialty
- Provides direction and ensures global alignment with counterparts on a global scale
- Have the ability to lead and manage Global organization level change initiatives
- Have a result and business oriented mind-set
3
Experience For Finance Transformation Analyst Resume
- Be the strategic change leader that develops and implements programs and projects required to establish a world-class finance support organization
- Initiate and coordinate programs to create a work environment for employees that drives a customer orientated culture, employee engagement and encourage continuous learning and development
- Clearly define project objectives and formulate Transformation Project Plans with timelines, milestone deliverables, critical path analysis and resource requirements
- Obtain buy in from sponsors and stakeholders and implement a robust review and communication process for updates, tracking key performance indicators, issue resolution and alignment
- Project manage transition projects including the obtaining and allocation of resources including staff hiring and onboarding activities, and the transitioning of activities including discovery, work shadowing, transitioning, stabilization and sign off
- Drive cross functional Continuous Improvement by implementing Lean Principles and establish a robust feedback program to ensure progress are measured and gaps are identified in a timely manner
4
Experience For Finance Transformation Senior Analyst Resume
- Align team activities and processes with global processes and the internal Taxonomy driving standardization and adherence to internal policies
- Connect with business finance on a regular basis to identify performance gaps and develop and implement corrective actions
- Collaborate and coordinate with related projects and internal functions to align objectives and manage interdependencies ensuring good relations and communication
- Develop and own the communication strategy including decks and other communication material as required to provide status updates on projects and programs and ensure pro-active visibility on concerns and issues to ensure timely resolution
- Work with business leaders across Finance, Operations & Technology to understand WeWork’s business, growth plans, technology architecture, operational processes, internal controls and reporting requirements
5
Experience For CMT Finance Transformation Senior Manager Resume
- Work with stakeholders to develop and prioritize process and system enhancements to capitalize on the opportunities and influence senior stakeholders to sponsor the proposals based on the department’s recommendations
- Build and lead cross-functional project teams to execute on the initiatives and coordinate the planning, prioritization, design, development and deployment of new initiatives and system enhancements
- Support development of business cases where appropriate (taking vision and turning it into reality in order to drive genuine transformational change)
- Design and develop metrics and reporting to measure the success of initiatives post implementation
- Developing a strong appreciation of the strategic direction of the function, relative to current business performance of the area, in order to be able to make strong credible interventions in shaping the change portfolio
- Ensure continuous improvement in strategic execution of the Transformation and Portfolio processes
- Capability shaping and assuring execution of the strategic internal investment portfolio, delivering & realising each initiative as simply and expertly as possible
6
Experience For Accounting & Finance Transformation Lead Resume
- Ensuring that the assigned initiatives are delivered, measured & tracked within tolerances for Quality, Time & Cost against the approved Strategic Roadmap
- Ensuring a robust and consistent benefits realisation method is deployed in each initiative across Finance
- Safeguarding benefits in business cases (and in any other business justifications within scope) by ensuring these are measured & tracked and recommending action in response to under delivery
- Enjoys negotiating with people and making decisions based on facts, as well as challenging the status quo
- Enjoys a challenge where no two days are the same
- Is collaborative with colleagues
- Work closely with the newly formed Finance Center of Excellence (COE) to understand all initiatives and projects
7
Experience For Finance Transformation Mexico FP&A Transformation Lead Resume
- Stay connected with Finance BAs and Project Managers on specific initiatives to present a holistic view and act as the Single Point of Contact (SPOC) for high level communications, project timelines, business requirements, and
- Partner with global and region IT teams in the development & execution of the strategic North America IT roadmap preparing and maintaining a plan that acknowledges and considers the legacy environment, the operational and strategic
- Perform global (Regional and Central) analysis working with IT team to understand current SAP data (usage of General Ledger, Cost Centre and Profit Centre) highlighting any inconsistencies across the business for processes and reporting
- Lead the implementation of Client Accounting Target Operating Model in the Americas
- Collect Requirements for Client Accounting software implementation
- Take a hands on approach to manage project tasks, ensuring deliverables are completed in a timely manner
- Support project governance and involve stakeholders in the decision-making process
- Prepare reports and presentations to Steering Committees
8
Experience For Finance Transformation Project Controller Resume
- Make sound recommendations for governance policy and/or process changes
- Draft policy on standardised processes and best practice across the business for review and approval
- Qualified or Part-Qualified in relevant finance qualification (CIMA, ACCA, ACA)
- Highly analytical with an impeccable attention to detail
- Create Process documents, flow chart, SOPs and toolkit
9
Experience For Finance Transformation Mexico Data Quality Lead Resume
- Work with the local management teams to optimize operations and identify additional opportunities for improvement
- Identify and coordinate overlaps and interdependencies, risks and issues
- Full ownership of implementing group wide Finance transformation projects, ranging from new systems, creating new and innovative ways of working within RB, sharing your expertise on large organisational restructuring initiatives, and supporting governance
- Developing ground-breaking communications and significant change management strategies (impact assessment, business engagement) alongside being responsible for project delivery (planning, managing cross-functional activities and monitoring progress)
- Working with the Finance Director, Management Reporting teams and the Programme Manager in deploying interim and long-term projects (Integration of Meads Johnson business into group reporting systems, overhaul of reporting systems to support new Business Units’ Management Performance reporting) with
10
Experience For Manager, Finance Transformation Resume
- 2 yrs experience leading and managing project teams
- Develop new products and deliverables for the rapidly changing technology environment in Finance
- Maintain long-term client relationships and networks
- Finance Post Merger Integration
- Work within the Transformation Office to develop a strategy and plan for the enterprise finance transformation to align Flowserve’s finance organization to operate in the top quartile of our peer group in partnership with expert external resources
- Lead the design and execution of Finance Transformation projects while ensuring our policies, procedures, controls, and technologies are fit for purpose, are continuously improved, and provide robust compliance
- Work in partnership with the ESS Leadership Team to identify emerging themes and business critical issues that are addressed through high-quality and valued service delivery, ensuring desired organizational outcomes
- Own the data quality, integrity, and protection to deliver accurate, compliant, and reliable workforce data with corresponding workforce reporting and analytics
List of Typical Skills For a Finance Transformation Resume
1
Skills For Finance Transformation Manager Resume
- Excellent prioritization skills and ability to organize and plan effectively to meet both short and long range goals and objectives
- Leadership and interpersonal skills – Strong interpersonal and demonstrated leadership of major change initiatives
- Managerial skills – Strong people developer with a proven ability to manage, coach and inspire highly intelligent, high achieving, analytical teammates
- Strong networking skills. Ensure key stakeholders know what they need to know, when they need to know it
- Analysis – Strong financial and business analysis skillsets
- Excellent Project Management and facilitation skills, and possesses ability to manage multiple project plans successfully and simultaneously
- Planning: Strong skill in project and program planning and management
2
Skills For Finance Transformation Leader Resume
- Developed project/programme management and planning skills
- Prior transformation programme management experience including business and IT aspects
- Strong post qualification experience
- Relevant experience, with preference for relevant work experience in financial services industries
- Knowledge – Demonstrated finance transformation, operations improvement and process implementation experience
- Prior experience in Finance, Procurement, Supply Chain business operations and performance management
- Proven strong written and verbal communication capabilities
- Accounting close and consolidation improvement including analysis of journal entries and plans for soft close
3
Skills For Finance Transformation Analyst Resume
- Experience leading or managing teams and change initiatives (especially in a project management role)
- Exposure to consulting experience and managing large projects across international companies
- Experience interacting with senior level financial management executives, up to and including client CFOs and their teams
- Has demonstrated comfort in exercising ability to adapt presence and communication styles for audiences ranging from senior executives to front-line employees
- Professional experience in managing and executing large-scale finance transformational projects
- Investment and/or retail banking experience within the Finance function
- Good understanding of Derivative products and Barclays business and source system
- The ability to draw from your experience and knowledge to help clients improve their business by providing services such as
- Experience in project-based, financial management consulting engagements with clients in diverse sectors
4
Skills For Finance Transformation Senior Analyst Resume
- Relevant experience, encompassing
- Process re-engineering experience/qualifications
- Experience using Smartsheet or SharePoint is desired
- Strong understanding of statistical analysis techniques and concepts
- Experience with various accounting systems is desired like OTC
- Experience with various accounting systems is desired
- Provide thought leadership to finance and operations to challenge existing processes and facilitate migration to efficient and effective improvements
5
Skills For CMT Finance Transformation Senior Manager Resume
- Experience in working in a fast paced, global organisation
- Experience in at least one of the following focus areas
- Proven track record of achievements that exceeded goals and delivering on commitments in spite of adversity
- Excellent understanding of finance transformation, improvement best practices and methodologies
- Extensive experience in managing global finance transformation programmes
- Strong knowledge of Finance systems and architecture
6
Skills For Accounting & Finance Transformation Lead Resume
- Broad financial services experience with knowledge of Finance process, system and technologies
- Business Analysis experience/qualifications
- Project management experience within the Finance background
- Business analysis experience / qualifications
- Experience with BI and visualization tools like Tableau, Power BI, and Domo)
- Build and maintain good relationships with key stakeholders across the Group
- 5+ yrs relevant experience in the Management Consulting space
- Experience in one or more of the following areas: ◦Working in a project-based environment
- Five or more years’ experience in Budgets and Forecasts
7
Skills For Finance Transformation Mexico FP&A Transformation Lead Resume
- Experience in Finance related roles in an International Environment with exposure to Industry and FP&A
- An energetic personality with a proven ability to structure, coach, guide, manage, align, motivate and develop complex teams
- Experience overcoming challenges and pitfalls in delivery of transformation programs
- Results delivery – Record of success in making quantifiable difference to prior organizations, projects or teams
- Running train the training sessions during ERP cloud deployment, and supporting post go live user hypercare
- Managing resources (including hiring support)
8
Skills For Finance Transformation Project Controller Resume
- Working with FTCs locally and globally to produce monthly project management reporting packs, MI for Working Groups and SteerCos
- Budgeting and forecasting optimization by leveraging best practice techniques
- Ensuring all projects / initiatives are managed & delivered using the governance framework
- Tracking and reporting key milestones & progress
- Advising Oracle customers on Finance Modern Best practice and helping them to adopt Best practice processes, enabled by Oracle Cloud ERP
- Running customer workshops and supporting customers in business transformation enabled by Oracle cloud products
- Partnering with the business via the defined working group, key stakeholders, IT and third parties
9
Skills For Finance Transformation Mexico Data Quality Lead Resume
- Supporting the Global Project lead in preparation for key meetings including presentations, action logs and follow ups
- Reviewing and improving current business processes, IT improvement tool and system implementation (where applicable)
- Understanding the status across all projects and identifying issues to escalate
- Summarizing and reporting on performance across all projects
- Understanding of Management Reporting best practices
- Working knowledge of SAP modules
10
Skills For Manager, Finance Transformation Resume
- Creating data definitions (General Ledger, Profit Centre and Cost Centre) for the business
- Tracking cost against budget
- Working with Oracle clients to help them adopt Best practice processes, enabled by Oracle Cloud ERP with other members of the EMEA Finance Cloud Adoption Team
- Working with Oracle customers to identify process and organisation impact of the change on their business
- Working with stakeholders across the company to collect input and share results of finance projects
- Expertise in analyzing and applying Generally Accepted Accounting Principles ("GAAP") in developing creative solutions to client's complex financial problems
- Expertise, knowledge and aptitude for developing and delivering accounting and technology services solutions
- Financial reporting transformation including the identification of key information requirements and associated reporting model
- Formulate and structure creative integrated value propositions delivering transformation benefits with outsourcing funding opportunities
List of Typical Responsibilities For a Finance Transformation Resume
1
Responsibilities For Finance Transformation Manager Resume
- Establishing or optimizing transactional processing shared service operations, including global or outsourced service delivery models
- Benchmarking finance processes and identify improvements and related benefits (i.e. business case)
- Provide project management and change management expertise to ensure the successful and timely delivery of key strategic initiatives
- Assists in the evaluation of software products (where appropriate)
- Based in Singapore, no travel required
- Support Project Lead in Concur migration activities
2
Responsibilities For Finance Transformation Leader Resume
- Prepare presentations and present findings to senior management, make recommendations based on analysis and trends
- Support individual projects with data analysis needs
- Conduct ad hoc analyses at the request of senior executives
- Independent problem-solver with the ability to understand second order implications of work and probe more deeply when presented with inconsistent or interesting findings
- Support the NA Finance Transformation Leader in the development and execution of the NA strategic transformation plan
- Lead Finance Transformation initiatives to meet cost reduction and value improvement goals. Obtain buy-in from operating and finance leaders. Oversee execution of projects necessary to achieve the objective (i.e., project plan, project status communications)
3
Responsibilities For Finance Transformation Analyst Resume
- Identify improvement opportunities and potential go-forward solution. Includes performing current state assessments (i.e., process flows, challenges), gathering business requirements, facilitating future state design workshops and documenting future state processes (i.e., RACI, desk top procedures)
- Support the transitioning of finance processes out of business units to consolidate into Shared Services Center. Includes documentation of current and future processes, and facilitation of knowledge transfer and training
- Support the development of the overall Finance Transformation change management strategy and drive changes in the Finance organization
- Certificate holder or above
- Extensive experience within operational finance (e.g. application and design of shared services and outsourcing, finance transformation, financial systems optimization, etc.)
- Knowledge of process analysis and business simplification
4
Responsibilities For Finance Transformation Senior Analyst Resume
- Work experience in operations, finance or consulting that enhances skills and understanding of business processes and change implementation, specifically finance functional transformation
- Excellent business acumen and operational maturity with strong and proven organizational skills
- Execute on large, complex, distributed (e.g., regional and global) projects
- High-value personal qualities - critical thinking and problem-solving skills, ability to influence, work in teams, resourceful, responsible, tenacious, independent, self-confident, high-energy, etc
- Strategic thinking – Visionary who can engage teams in ideating new operational and strategic innovations and identify new opportunities to grow Experian over time
5
Responsibilities For CMT Finance Transformation Senior Manager Resume
- Group Reporting or FP&A background
- Knowledge of financial systems implementation in large international companies
- Drives change and constantly challenges status quo; faces challenges with a positive attitude and not afraid to roll up the sleeves
- Collaborate with clients and other RSM practice areas
- Managers 7+ years and Senior Managers 10+ years’ experience working in Private industry or Public Sector Corporate / Finance organisations in any of the following fields: Finance, Accounting, Engineering, Data Science, Customer experience /UX design or finance transformation
6
Responsibilities For Accounting & Finance Transformation Lead Resume
- Experience working in professional services or consulting, advising CFO’s on Finance transformation, process improvements, financial planning redesign, service delivery model design and implementation, and other critical elements of the Finance function
- Superior critical thinking, design thinking, analytical, and problem-solving skills
- Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data to identify relevant issues and support findings
- Travel 65-75%
- Motivated to work and contribute in a fast-paced, team-oriented, client focused environment
- Manage the executive’s calendar and appointments, anticipate issues and proactively initiate appropriate action to ensure the most effective use of the VP’s time and ensure priority matters are addressed
- Financial process improvement along key transactional finance processes (e.g. accounts payable, account receivable, credit and collections, general accounting, fixed asset accounting, project accounting)
- Finance transformation strategy development, specifically analysis of “as-is” versus “best practice”, development on target operating model, and identification of overall transformation plan
7
Responsibilities For Finance Transformation Mexico FP&A Transformation Lead Resume
- Experience in related role
- Demonstrable experience in business development and sales
- Sufficiently agile to respond proactively as priorities change
- Knowledge of Business Process Outsourcing, and ability to articulate the BPO value proposition
- Reasonable understanding of IFRS
- Structured & organised approach to working
8
Responsibilities For Finance Transformation Project Controller Resume
- Strategic thinking – Ability to identify new opportunities to grow Experian over time
- Problem solving – ability to problem-solve and partner with businesses
- Perform Intercompany Accounting
- Maintain Accounting Master Date
- Knowledge of TM1 or other OLAP database (with a focus on data structuring)
- Knowledge of scripting language such as Python or Perl
9
Responsibilities For Finance Transformation Mexico Data Quality Lead Resume
- Perform Management Reporting
- Perform Financial Reporting
- Evidence of contribution and support of business development activities and/or prior experience in Finance, Procurement, Supply Chain operations business operations and/or performance management capacity
- Extensive knowledge of finance and accounting concepts, operational processes, systems and internal controls
- Financial and business analytical capability are fundamental. An important precursor is the requirement to understand the business performance of the area the initiative is in
- Appreciation of business strategy both in terms of derivation and also application to corporate planning and change execution
- Dedicated in playing a supportive role to help the business get there – not just an order taker
10
Responsibilities For Manager, Finance Transformation Resume
- Comfortable working at pace right across the portfolio
- Certification or training in project management tools and techniques
- Masters of Business Administration (MBA) from an accreted institution
- Responsible for managing and leading multiple projects requiring collaboration with functional leads to achieve quantifiable improvement, in efficiency, effectiveness, control environment and customer satisfaction, with a focus in finance and accounting areas, i.e., A/P, A/R, collections, payroll and other finance related areas
- Database experience with MS Access or other SQL database
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