Financial Resume Sample
Benedict Lakin
3232 Deven Course,
Phoenix,
AZ
+1 (555) 612 4272
Work Experience
Financial Data Associate
12/2015
-
PRESENT
Boston, MA
- Serve as a subject matter expert and advise team members and LE/LOB colleagues on current BSA/AML issues and trends to effectively apply suspicious activity monitoring processes and tools in mitigating operational risks
- BMO Harris Financial Group U.S. LE/LOB’s – P&C, U.S., PCG and Capital Markets. Bank Examiners/Auditors
- BA Finance or Accounting
- Knowledge of IFRS financial statements would be useful, but not essential
- Good prioritisation and organisational skills, and the ability to work well under pressure
- Strong accounting experience, with experience of producing and reporting P&Ls
- Experience in analysing balance sheet movements and understanding how that impacts P&L
- Good Microsoft skills (Excel and some exposure to building basic macros would be advantageous)
Financial
07/2010
-
07/2015
San Francisco, CA
- Utilize Excel and Access to launch theoretical claim queries into the system
- Review and audit claims that match the query
- Contact providers to discuss overpayments and arrange recovery
- Align operational procedures and processes with AML Program objectives to mitigate the enterprise’s exposure to money laundering risk. Provide input on the design and implementation of policies, procedures and processes utilized within Financial Intelligence
- Maintain current, detailed knowledge of anti-money laundering and anti-terrorist financing matters. Utilize in-depth understanding of BSA/AML and OFAC regulatory requirements and best practices to guide decision making in execution of enterprise-wide AML objectives
- Develop and maintain a high level of expertise in BSA, OFAC, USA PATRIOT Act and related regulations, directives and guidance
- Provide direction to Financial Intelligence and other AML staff regarding emerging issues and interpretation of regulations
Financial Accounts Assistant
12/2004
-
01/2010
Dallas, TX
- Experience with fixed income products especially securitized assets (mbs, cmbs, cdo’s, clo’s)
- Experience with derivative products would be ideal
- Confidence to challenge views/proposed decisions
- Organize and chair meetings of the newly formed Financial Forecasting Group with representatives from all lines of business and key support functions to provide governance over the key financial forecasts embedded in the Bank’s budgeting, stress-testing and capital assessment processes
- Strong expectation setting skills
- Drive Enterprise business with high-level Financial Decision Makers
- Perform routine and special audits of par and no-par provider claims to determine payment accuracy
- Make recommendations regarding the accuracy of claim payments and process improvements
Education
Upper Iowa University
1999 - 2004
Bachelor's Degree in Accounting
Professional Skills
- Demonstrate strong analytic and mathematical skills, financial analysis, reporting skills, and organizational skills
- Experience with Strong Design & coding Skills, Strong Java skills (Core Java, JMS, Spring, Jboss, Spring JPA)
- Strong independent problem solving skills and excellent communication skills required
- Strong oral and written communications skills and proven presentation skills
- Strong PC Skills required, including high level Excel skills (including: the ability to insert pivot tables, Vlookup, and conditional formatting, etc
- Analytical and problem solving skills supported by strong Excel skills
- Good MS Suite (Excel, PowerPoint, Word, etc.) skills; excellent writing and communication skills
How to write Financial Resume
Financial role is responsible for analytical, interpersonal, excel, financial, advanced, organizational, business, microsoft, technical, presentation.
To write great resume for financial job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Resume
The section contact information is important in your financial 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 Financial Resume
The section work experience is an essential part of your financial 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 financial responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial resume experience can include:
- Excellent written and verbal communication skills coupled with the ability to reason, persuade and influence with employees at all levels effectively
- Strong PC skills required with advanced Excel skills
- Demonstrate and apply strong project management skills, and use current technology and tools to enhance the effectiveness of deliverables and services
- Excellent controlling and analytical skills, and a good understanding of accounting processes and operational dependencies
- Prior job experience in a Co-Piloting (supporting some function) role OR good internships experience
- Proven experience of effectively influencing and managing senior stakeholders
Education on a Financial Resume
Make sure to make education a priority on your financial resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial 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 Financial Resume
When listing skills on your financial 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 financial skills:
- ) Good estimation skills. Strong Analytical and problem solving skills in a high-pressure environment
- Strong command of MS office tools including advanced skills in Excel and good PowerPoint skills
- Effective verbal and written communication skills and strong project management skills
- Have outstanding oral and written communication skills and excellent interpersonal skills
- Possesses solid leadership skills and ability to work successfully with a team that has diverse skills, knowledge, and educational backgrounds
- Strong MS office skills; intermediate to advanced Excel skills an added advantage
List of Typical Experience For a Financial Resume
1
Experience For Group Financial Controller Resume
- Strong interpersonal and organizational skills, and the ability to work effectively with diverse groups
- Works using own initiative and without close supervision Strong administrator with excellent administrative skills
- Demonstrates strong communication (oral and written) skills
- Relevant experience with debt capital markets (e.g., coursework and/or relevant work experience) with prior experience of financial/legal document review
- Demonstrates strong communication (oral and written) skills and business acumen
- Strong analytical skills with demonstrated ability to solve complex problems
- IT Financial Planning and Budgeting skills, with experience providing big picture oversight over multiple projects
2
Experience For Financial Data Associate Resume
- Excellent delivery and project management skills including expertise in providing advice to a range of clients and decision makers
- Good understanding of best practice controls in finance, with proven experience of building processes within teams
- Strong accounting skills, including foreign currency transactions
- Strong technical and analytical skills in running/debugging various Microsoft Office application macros
- Strong problem solving skills, and the ability to relate to top community leaders
- Prior supervision experience as well as experience working across multiple teams incl. offshore vendor staff and functions to ensure alignment
3
Experience For Financial Senior Analyst Resume
- Very strong computer skills, including: Microsoft Excel, Word, and PowerPoint
- Strong IFRS knowledge combined with solid practical experience on complex accounting matters
- Excellent technical writing, verbal communication, and presentation skills are essential
- Good report writing skills, sufficient to describe financial management information in a clear and concise manner
- Good interpersonal skills (English and Mandarin)
- Excellent communication, presentation, analytical and report writing skills required
- Strong organizational skills, detail oriented, ability to multi-task in fast pace environment
- Good interpersonal, communication, analytical, reconciliation and teamwork skills
4
Experience For Financial Business Systems Analyst Resume
- Strong PC skills in MS Office Suite and desire to learn new applications as required
- Proficient in Microsoft Office with strong expertise in Excel skills
- Prior experience utilizing various financial models and solutions to demonstrate customers’ return on investment
- Strong analytical skills, rigorous and methodical approach to complex problems solving
- Strong managerial, interpersonal, communication skills
- Technically strong actuarial skills
- Advanced Excel skills are required to support manual validation tasks which compare source data to newly designed automated solutions
- Excellent problem solving capability, exceptional critical thinking, analytical and research skills
- Excellent communication skills, with the ability to receive and convey information clearly and concisely for various mediums
5
Experience For Regional Financial Controller Resume
- Excellent interpersonal skills and ability to work with people in all disciplines and at all levels of an organization
- Use your experience and skills to assist our customers and deliver appropriate financial solutions
- Excellent MS Excel and Access Skills
- Strong communication skills e.g. ability to communicate complex issues in a clear and concise fashion
- Result-oriented and able to operate effectively under time pressure
6
Experience For Project Financial Controller Resume
- Use strong interpersonal skills to maximize application activity
- Strong MS Excel skills to include pivots and Lookups
- Technical aptitude, strong interpersonal, analytical and problem solving skills
- Excellent analytic and presentation skills
- Strong organizational and interpersonal skills required to build professional relationships across the organization
- Demonstrate customer service and communication skills
- Excellent PC skills Microsoft Excel
7
Experience For Financial Audit Manager Resume
- Strong Verbal & written communication skills are required in English, Spanish & Portuguese
- Excellent skills in the use of Microsoft Office and ERP systems Communication
- Strong MS office skills including MS Outlook
- Have excellent time management skills and the ability to work in a fast-paced environment
- Advanced Excel and strong PC analytical skills
8
Experience For Financial Account Manager Resume
- Strong communication skills – stakeholders on different levels and in different parts of the organization
- Strong interpersonal skills, highly organized and efficient
- Highly effective people leadership skills which motivate for high performance
- Solid multi-tasking and time management skills
- Strong communications skills, ability to communicate and present at all levels
- Team player; very good co-operation and communication skills
- Conducting in-business operational control reviews to ensure established policies, procedures and processes are operating effectively
- Controlling and consolidating RoFo numbers in TM1 (MCI Group’s consolidation system)
9
Experience For Financial Solutions Manager Resume
- Experience working within the investment management/ financial service/ auditing/compliance/ consulting industry with a strong exposure to KYC/ AML/ CDD/ EDD
- Interest in working and optimizing financial consolidation system – hands-on experience with SAP BPC is an advantage
- Advanced Excel skills creating spreadsheets and models
- Experience with computer systems required. Experience in a customer service or training environment desired
- Advanced Excel skills - pivot tables, Vlookups & analyzing data
10
Experience For Financial Mgmt Analyst Resume
- Solid knowledge/previous experience in financial reporting/analysis and expense/cost management on multiyear, multi-million dollar projects
- Advanced skills in Microsoft Excel including pivot tables, formulas, and macros
- Exceptional communication and presentation skills working with multiple peer groups and levels of management
- General computer skills including Outlook, Word, Excel and PowerPoint
- Good understanding of operational risk and controls, preferably through experience in front line and risk roles
List of Typical Skills For a Financial Resume
1
Skills For Group Financial Controller Resume
- Possess strong analytical/planning skills, together with a strong accounting/control background
- Expert oral and written communication and presentation skills, with capability of effectively interacting with senior managers and executives
- ) Strong team player, Good Analytical and problem solving skills
- Strong and effective influence and negotiation skills
- Strong interpersonal skills and previous experience of working within a similar team
- Experience in managing small teams and the ability to operate effectively within a global organisation, working with teams across multiple entities
- Excellent analytical, organizational and abstract reasoning skills; have a natural ability for being detailed oriented and accurate with numbers and reporting
- Good planning, organization & reporting skills
2
Skills For Financial Data Associate Resume
- Very strong planning and organizing skills
- Strong project management skills with ability to establish conducive working relationships with stakeholders across different business groups
- Strong quantitative, large scale data analysis, and modeling skills
- Strong analytical skills, including the ability to analyze large data sets, identify insights, and synthesize how these insights impact business decisions
- Excellent communication skills & ability to create lasting relationships with the business
- Strong spreadsheet manipulation skills and working with Excel
- Operational controls or business process with strong analytical and problem solving skills
3
Skills For Financial Senior Analyst Resume
- Strong Excel skills and knowledge of building DCF financial models
- Excellent computer skills including proficiency in Excel and PowerPoint
- Excellent planning skills both for his/her tasks and for others
- Strong people management and interpersonal skills and working with onshore and third party teams
- Strong verbal and written communication skills; able to coordinate with regional teams without monitoring or support
4
Skills For Financial Business Systems Analyst Resume
- Fluency in English with excellent writing skills
- Prior experience in a customer services or operate role
- Strong analytical skills and the ability to assimilate and conceptualize information
- Strong time management skills in a deadline driven environment
- Good verbal and written communication skills required to interact with all levels of Bank personnel and outside contacts
5
Skills For Regional Financial Controller Resume
- Need to have very strong Math skills in Statistics, Finance, and more
- Demonstrated ability to multi-task effectively and perform at a high level in a complex environment
- Strong ability to multi-task effectively and drive performance in a highly complex environment
- Good customer service skills (this is a customer facing position)
- Excellent Writing Skills to assist Company properties in the narrative portion of the SAR
- Strong verbal, writing and organization skills
- Excellent technical skills, attention to detail and highly proactive
6
Skills For Project Financial Controller Resume
- Analytical skills, use of good judgment, attention to detail, internet savvy
- Strong experience with Accounting preferably with experience in audit firms and the banking industry
- Excellent influencing and leadership skills - ability to quickly build rapport, credibility and trust at senior level
- Strong oral and written communication skills and comfortable interacting at all levels of the organization
- Managing time effectively and tracking project progress against agreed goals with focus on timely delivery
- Displaying good judgment with respect to completeness of information and prioritization
- Willing and keen to learn new software skills and programmes
7
Skills For Financial Audit Manager Resume
- Experience with group closing process in a large international company, including understanding the flow from entity reporting to consolidated reporting
- Experience with group closing process in a large company - understanding the flow from entity reporting to consolidated reporting
- Expert analytical skills, including knowledge and understanding of the financial metrics used in evaluating line-of-business and pillar results
- Business experience using Procure-To-Pay tools within the staffing industry, ideally visibility into SOW processing and/or MSP experience
- Progressive experience in public accounting or consulting with experience in complex financial instruments and /or structured products
- Advanced Excel modelling skills and technique, including VBA
- Manage Superdry’s cash resources effectively and efficiently, maximising revenue whilst retaining financial flexibility
8
Skills For Financial Account Manager Resume
- Utilize consultative selling skills to proactively help customers with making IT business decisions
- Expert critical thinking and integrative skills
- Strong practical experience in banking
- Develop the strategy, plan, and processes to effectively manage data, reporting, process, and compliance activities across all country(s) business groups
- Strong technical accounting experience with exposure to US GAAP,IFRS and Sox
- Exceptional client service and communication skills to maintain outstanding Client relationship
- Excellent working knowledge of MS - Excel Strong attention to detail
- Strong exposure to Cognos/TM1 and proven track record of supporting system and functionality upgrades, and process improvements in a large-scale organization
- Well developed stakeholder management & communication skills - engaging with key stakeholders in the organization
9
Skills For Financial Solutions Manager Resume
- Experience distilling complex data analyses into succinct and effective summaries
- Fluency in English and Advanced qualification in Business German is essential along with prior experience reviewing German financial documentation
- Fluency in English is essential along with prior experience reviewing financial and/or legal documentation
- Seven to ten years of relevant experience, including three to five years of supervisory experience in Finance
- Advanced PC skills and proficiency with key applications; MS Excel, Hyperion Planning, and SAP
- Prior financial due diligence experience, preferably with Transaction Services group with Big 4 Accounting Firm
- Organizational skills, as billing analysts typically work with many different client accounts
- Communication skills are also vital for these analysts to explain relevant billing concepts to clients
- Demonstrated experience in making transition from financial expert to business advisor
10
Skills For Financial Mgmt Analyst Resume
- Possess exceptional leadership, managerial, interpersonal, analytical, data mining and project management skills
- Have proven experience with the external reporting for a large publicly listed company
- Proven experience providing professional financial and technical guidance to industrial and/or commercial organizations
- Analytical and investigation skills relating to financial transactions
- Advanced analytical, modeling, and data visualization skills
- Communicate effectively with employees at all levels demonstrating commercial awareness and common sense
List of Typical Responsibilities For a Financial Resume
1
Responsibilities For Group Financial Controller Resume
- Proven team-oriented leader skilled in building strong, effective relationships with colleagues and clients
- Strong coaching skills to enable staff to reach highest levels of performance and achieve career success
- Strong verbal and written communication skills are also vital for these analysts to explain relevant billing concepts to clients
- Responsible for the Group consolidation and ensure accurate reliable and timely group consolidation according to the group accounting policies
- Very strong accounting/consulting experience mainly focused on with Federal Financial Statement Compilation
2
Responsibilities For Financial Data Associate Resume
- Strong experience of financial accounting with detailed practical knowledge UK & ideally US GAAP regulations and IFRS
- Reviews Balance Sheet and ensures internal audit processes and controls are operating effectively
- Strong project methodology required; requirements writing and validation
- Advanced analytical, modeling, and data visualization skills within Tableau or other software
- Accountant or Financial Analyst experience in Public or Private Accounting, with preference for Multi-channel retail experience
- Period end closing experience, Strong analytical capabilities
- Strong experience and interest in products and markets, with the ability to express complex principles and concepts in understandable language
3
Responsibilities For Financial Senior Analyst Resume
- Coaching/training/teaching experience, particularly in the above areas
- Banking experience not necessary
- Forecasting experience and has generated MI commentaries (MOM, Qtr on Qtr, Act vs Forecast) for all levels of stakeholders
- Consolidating financial statements
- Undertaking in depth checks and validation to ensure that write offs are process correctly
- Improving finance process and consolidation system in the BU, reducing non-value added processes and manual tasks
4
Responsibilities For Financial Business Systems Analyst Resume
- Conducting financial consolidation and controlling of Svitzer Group
- Guiding and supporting your dedicated Business Unit with complex accounting transactions, practical implementation of IFRS and consolidation issues
- Working experience in matrix organization
- Financing to businesses (advantageous) sales experience and track record of success
- Demonstrated understanding of IFRS for financial markets business activities including fair value accounting and hedge accounting
- ) in IB with the system building experiences in Electronic Trading, Quant Trading, Business Intelligent, Risk Management, and Security Lending
- Proven track record in designing, executing, and managing financial audit or financial due diligence engagements
- Hands on experience in developing and delivering solutions with front-end and backend integration using C#, .NET Framework and Entity Framework
5
Responsibilities For Regional Financial Controller Resume
- Experience in Accounting/Finance with a working knowledge of Accounting or Finance
- Experience working in the MBS domain, including P&L reporting and market risk management, as a financial and/or business analyst
- ≥ 10 years of experience in leading and working teams projects requiring cross functional collaboration and all levels of the business
- Experience mentoring staff, evaluating performance and providing candid performance feedback
- Working experience in accounting and/or business planning and analysis in multinational company
- Experience in budgeting and forecasting, as well as reporting and presentation of financial results
- Financial budgeting and reporting experience in banking or related industry
- Experience analyzing and visualizing data to inform Executive-level decision-making
6
Responsibilities For Project Financial Controller Resume
- ) Experienced in performing unit testing, user acceptance testing
- Appetite for working with complexity, yet maintaining a focus on producing simple, evidence-based analysis and solutions
- Very good understanding of EVM (or similar economic based accounting framework) and US GAAP accounting frameworks
- Experience in outsourcing / offshoring environment would be an asset
- Experience as a business consultant or business manager within CFO and/or IT with cost controlling and reporting responsibilities
- Challenge, change and improve existing practices, to bring efficiencies in the way we operate
- Perform intercompany flow analysis and consolidate the group reporting as well as stand –alone subsidiaries reporting
- Experience of implementing and upgrading systems, ideally SAP
- Assist in consolidating and preparing business reports
7
Responsibilities For Financial Audit Manager Resume
- Extensive experience in data modeling, database design, data transformation(ETL) and data warehousing
- Demonstrate an understanding of financial analysis, OMB Circular A-123, Appendix C and auditing concepts and apply them to client situations
- Consolidate annual budget, monitor cash-flow and rolling business forecasting for both current and next financial year
- Experience tailoring and summarizing information based on audience: Financial & Non-financial audience, Staff to Senior Management
- Approximately 3-5 years' relevant experience from an international auditing business and/or from controlling in a large international company
- Consolidation of eleven operating entities on a monthly basis, and as needed during the year
- Perform effective and timely audit work through rigorous risk assessment, planning, fieldwork, reporting, and follow up processes
- Experienced in thinking strategically and implementing strategic initiatives
- Qualified accountant, with strong analytics, a detail focused approach and broad technical comprehension including an understanding of IFRS and US GAAP
8
Responsibilities For Financial Account Manager Resume
- Respond to time critical issues with competing/conflicting priorities
- Experience in Asset Backed Securities (ABS) collateral analysis, cashflow modeling and bond structuring
- Strong understanding of financial markets and trading business across Foreign Exchange, Rates, Commodities, Credit asset classes
- Experience of reviewing work in Banking / Financial Services Industry in a Markets business
- Demonstrated understanding of financial markets and trading business across Foreign Exchange, Rates, Credit asset classes
- Design, develop and execute training curriculum applicable for varying levels of experience and lines of business
9
Responsibilities For Financial Solutions Manager Resume
- Have a strong understanding of internal controls and how they are operationalized in a check handling environment
- Have two years experience in financial processing (bank, billing & collections) or equivalent
- Experience in the financial services industry, including asset and wealth management, securities, or banking operations
- Previous cash and forecasting and reporting experience
- Experience working with PeopleSoft Financials and Supply Chain Management, and Human Resource Management Systems data and reporting functions
10
Responsibilities For Financial Mgmt Analyst Resume
- Experience in financial planning and forecasting
- Previous experience of responsibility for financial reporting and presenting financial & commercial information to execs
- Solve problems/draw conclusions, exhibiting judgment and a good understanding of the key issues. Able to work in a collaborative manner
- Accounting or financial reporting/management experience
- Experience and in-depth knowledge in Accounting (IFRS, alternatively US GAAP and German GAAP), Financial Reporting or Commercial Project Management
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