Financial Account Resume Sample
Randall Schaefer
294 King Route,
Chicago,
IL
+1 (555) 525 5156
Work Experience
Financial Account Specialist
08/2015
-
PRESENT
Detroit, MI
- Understand the customer’s business and market strategies and deliver against sales/net revenue targets for MasterCard products/services
- Develop strong business relationships between MasterCard and the customer’s organization including product, operations and business development
- Successfully manage the customer’s performance, ensuring that all targets and other performance metrics are met
- Develop and manage relationship between internal MasterCard partners including marketing, solution sales, TAM’s, advisors, product, legal, compliance, security, etc. in order to ensure cross-functional alignment and maximum support for the customer
- Dalian GPU (Global Proofing Utility) is under Global Finance, performing proofing compliance with Balance Sheet Substantiation Directive for APAC country. GPU’s remit includes
- Excellent attention to detail, accuracy and organization
- Working knowledge of financial and accounting procedures and practices
- Effectively communicate in writing and on the phone to all customers and staff, with strong customer service and listening skills
Power Account Financial Analyst
12/2011
-
03/2015
Phoenix, AZ
- Knowledge of integrated database software and information systems for student financial and academic data
- Projects a professional image and uses proper telephone and email etiquette
- Reviews accounts for compliance with established accounting procedures, prepares financial statements and does journal entries
- Ensures all billing is in compliance with government requirements
- Accounting/ bookkeeping experience
- Prepare and analyze financial data and reports
- Basis computer skills in word processing, spreadsheet, data management
Financial Account Coordinator
08/2006
-
09/2011
New York, NY
- Excellent ability to multi~task
- Patience when working with confused older adults
- Develop payment templates and reports that reflect the terms and conditions of current contracts and translate complex deal points into the billing system. Act as integral part of contract negotiations through the development of complex financial models and contract proposals. Work closely with Sales to identify risks and opportunities of proposals
- Other ad-hoc project work as required
- Achieve revenue plans including volume and margin objectives as communicated by Dell Bank that are in line with Dell’s lease penetration requirements across the Indirect Channel business
- Build and execute against a quarterly plan that drive revenue from existing partners whilst prospecting and growing new partner opportunities that are important to Dell’s channel strategy
- Achieve revenue plans including volume and margin objectives as communicated by Dell Bank that are in line with Dell’s lease penetration requirements across the UK Public business
- Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers
- Educate and consult to demonstrate how to use Twitter’s advertising products, best practices, how to develop effective campaigns
Education
Franciscan University of Steubenville
2000 - 2005
Master's Degree in Business
Professional Skills
- Strong communication, listening and negotiation skills
- Strong business and financial acumen; C-level negotiation skills
- Excellent verbal and written communication, negotiation, and project management skills
- Excellent Microsoft Office and presentation skills
- Certification in sales, complex sales training, sales methodologies, presentation skills, and consultative selling desirable
- Experience executing a consultative selling approach
- Experience working with local resellers in Region
How to write Financial Account Resume
Financial Account role is responsible for negotiation, reliability, database, finance, credit, securities, printing, compensation, bookkeeping, reporting.
To write great resume for financial account job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Account Resume
The section contact information is important in your financial account 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 Account Resume
The section work experience is an essential part of your financial account 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 account 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 account position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Account resume experience can include:
- Experience managing digital marketing programs for advertisers or their agencies
- Demonstrated ability to create, develop, and enhance customer relationships
- OEM-specific sales experience is beneficial but not a requirement
- Utilize key analysis experience and knowledge to analyze and report medical, contract and administrative activity
- Strong knowledge and success in business development
- Strong ability to influence and build consensus across cross-functional units, leadership levels, external partners and customer
Education on a Financial Account Resume
Make sure to make education a priority on your financial account resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial account 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 Account Resume
When listing skills on your financial account 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 account skills:
- Manage calls professionally, efficiently and with good communication skills
- Consistent, proven sales and account management experience in enterprise Financial Services
- Reviewing credit requests from the field for accuracy, validity, and proper levels of authorizations
- Two years of customer service, financial/accounting administration or other directly related experience
- Build strong working relationships with Industry, Partner and executive stakeholder teams
- Previous experience in revenue management, contractinterpretation/billing and accounts receivable systems
List of Typical Skills For a Financial Account Resume
1
Skills For Financial Account Specialist Resume
- Experience and / or Certification in Microsoft or other relevant cloud, data centre or mobility technologies recommended
- Experience with integrated database software
- Competent in business development; strong customer focus and performance orientation. Assumes accountability and responsibility
- Monitoring activity of the University’s Sponsored Project Accounting Department as it interfaces with the UPMC Hillman Cancer Center Fiscal operation
- Understanding of Business Intelligence
2
Skills For Power Account Financial Analyst Resume
- Providing investigators with monthly financial reports
- Reconciling Work Orders, Project Services, and Warranty Repair accounts for Accounting, determining if there are problems and finding solutions
- Determining and evaluating cost issues
- Working with our Latin American locations
- Processing credits to our customers
- Processing Access queries and reports
3
Skills For Financial Account Coordinator Resume
- Accounting support of DHL ITS US
- Working closely with UPMC Hillman Cancer Center Clinical Research Services to determine clinical and contract milestones achieved
- Initiating invoices and follow-up correspondence for revenue collection
- Assists in providing financial data for forecasting models for budgeting and performance comparisons
- Verification, approval, and processing of expenditures for accuracy and compliance with University and sponsoring agency guidelines
- Assists in managing student registration holds process
- Forward-thinking, with an ability for creative approaches to solve business problems
- Results-oriented and ability to perform in a fast-paced and changing environment
4
Skills For Financial Account Coordinator Senior Resume
- Assists customers by initiating loan disbursements, maintenance requests, fulfillment requests, and loan account inquiries
- Monitor activity of the University’s Research Accounting Department as it interfaces with the UPCI Fiscal operation
- Perform daily and monthly reconciliation of all related financial and bank accounts
- Manages the configuration and daily processing of the Dartmouth Card settlement system that functions as a record keeper for daily spending on the Dartmouth Card network
- Assists with back up and storage of all critical financial data
- Assists in routine customer loads and maintenance (open/close accounts)
- Monitors and manages card operations for conference and group events in conjunction with Dining Services and Conferences and Events. (Administers conference plan setup, reporting and card distribution for summer conferences.)
- Manages the returned payment process (TouchNet, online and office credit card payments)
- Opens and closes student and employee accounts as required
5
Skills For Account Manager, Synchrony Financial Resume
- Microsoft has a flexible working culture and on an average week your time could be split between Microsoft’s offices in Reading and Paddington, customer locations in the UK and overseas and your home
- Bilingualism in English/French would be an asset
- Knowledge of the company’s products and services to enable resolution of customer inquiries
- Payments and/or consumer credit cards with a proven track record of solution selling including using functionality and entrepreneurship to differentiate and derive value/revenue
- Broad market awareness, able to think strategically, creatively and able to work collaboratively
- Building Trusted Relationships with customer decision makers, including their Chief Technology and Information Officers and within the customer’s business units
- Sharing your broad knowledge of the Microsoft Platform, competition, and the industry to create a vision of how Microsoft can be the customer’s Digital Transformation partner of choice
6
Skills For Financial Services OEM Account Manager Resume
- Previous experience in revenue management, contract interpretation/billing and accounts receivable systems
- Assist the Account Research team with printing back-up EOB’s and other pertinent payment and account information for refund requests and account credit issues
- Experienced using Salesforce.com
- Manage large customer relationships and manage through conflict, driving groups to collective business decision
- Proven track record translating marketing objectives into results for advertisers. Demonstrated experience effectively optimizing marketing campaigns by analyzing performance and recommending adjustments to key performance drivers
- Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs
7
Skills For Cib-financial Institution Account Associate Resume
- Accounts payables ( payments run, master data maintenance)
- Extra week of holiday
- Full compensation for up to 10 days absence due to illness per calendar year
- Lunch and FlexiPass vouchers covered by DHL
- Multicultural environment in modern offices
- One-time childbirth support of 2000 CZK gross
- Addresses inquiries and performs account maintenance on loan accounts
- Completes loan transactions and identifies opportunities to service loan accounts to best meet each caller’s personal needs
- A sense of urgency and enthusiasm to deliver results quickly and overachieve against revenue targets
8
Skills For Financial Services Account Associate Senior Resume
- A self-starter and able to work independently within a matrixed organization
- Support Senior Sales in client onboarding activities including but not limited to client due diligence in accordance with J.P. Morgan’s internal guidelines in AML and KYCs, accurate recording pricing and billing structures and efficient implementation process
- Post-award management of grant and clinical trial funds
- Provide investigators with monthly financial reports
- Management of non-sponsored research accounts that relate to specific faculty members and coordination of reporting between all accounts within a faculty member’s portfolio
- With input from investigators, independently formulate complex budgets and budget justifications reflective of the proposed research
- Work closely with UPCI Clinical Research Services to determine clinical and contract milestones achieved
9
Skills For Financial Services Channel Account Manager Resume
- Initiate invoices and follow-up correspondence for revenue collection
- With input from investigators and assistance from Senior Financial Account Coordinators or Manager, formulating complex budgets and budget justifications reflective of the proposed research
- Participate as a key team player by supporting operations as needed
- Provides support and problem resolution to clients, local offices, and other banking staff
- Acknowledge and appropriately greet and assist customer in a timely manner
- Attend to customer questions, complaints and concerns immediately and facilitate satisfactory resolution
10
Skills For Financial Account Rep Resume
- Effectively present, discuss and/or address customer concerns and requests in a way that conveys an image of quality and superior understanding of customer needs
- Works with other Consultants, CIT staff and affiliated consulting organizations in answering any customer question
- Research answers to questions using a variety of manuals and resources
- Familiarize self with the research and information resources and knowledge bases at hand
- Stay abreast of current news, financial information, problems, changes and updates relevant to our user community
- Follow systems and procedures outlined by client and company
- Make appropriate changes to ensure compliance with MAR, regulatory and other organization requirements
- Analyzes and reconciles bank statements to transaction registers
- 6 Self-sickness days
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