Financial Management Resume Sample
Sydnee Raynor
11214 Runolfsdottir Camp,
Chicago,
IL
+1 (555) 862 1307
Work Experience
Director, Financial Management
03/2016
-
PRESENT
Philadelphia, PA
- Master's or Ph.D in Quantitative Finance, Mathematics, Engineering or Computer Science
- Solid organizational skills with ability to provide high quality output during constrained timelines
- Accountable for quarterly testing and reporting of compliance to CIBC policies for Internal Audit including user access, contracts, security controls, corporate credit card monitoring, etc. Oversee & review testing process by Analyst
- Accountable to confirm CIBC policies are communicated, implemented and adhered to in terms of integrity, consistency and accuracy. Update processes as required. Deficiency management for Internal Audit and support regulatory reviews on matters related to IA deficiencies including coordination with GORM
- Highly integrated financial planning and budgeting across Digital and Tech
- Strategic thinking and thought leadership on critical business initiatives
- Transparent cost allocations for Line of Business partners
- Define and set the roadmap for our Tech Cost Transformation agenda
- Robust financial and data analysis to support executive level decision making
Financial Management
07/2010
-
09/2015
Phoenix, AZ
- Requisitioning and receiving
- Billing and deposits
- Payroll and cost allocations
- Budget implementation and monitoring
- In collaboration with Risk Management, operationalize and maintain TDBG’s insurance risk management discipline to provide financial oversight and challenge over TDIGI, Product Development, Reserving, Pricing and Reinsurance Program
- Part CA/CPA/CIMA qualified
- Work with the Program’s Program Control Team to created reports including those to track scope of work order items for each building, spend rates, Program performance, etc
Financial Management LDP Internship
04/2003
-
04/2010
New York, NY
- Continuous process improvement, automation and enhanced data integration
- Plan and direct DASNY’s investment program and accounting functions
- Oversee the maintenance of DASNY’s financial and accounting records in accordance with Generally Accepted Accounting Principles (GAAP)
- Ensure compliance with financial aspects of bond documents, MOU’s and other financial documents/agreements
- Oversees all aspects of DASNY’s annual audit activities including preparation of DASNY’s financial statements preparation of an extensive Management Discussion and Analysis (MD&A), managing the annual audit schedule and ensure reporting deadlines are met
- Compliance activities required by the State and for the financial statement audits conducted at the University
- Develop, maintain and disseminate CPD financial and record keeping guidelines, policy and procedures, which ensure compliance with the UW and State statutes
Education
Doane University - Crete Campus
1998 - 2002
Bachelor's Degree in Accounting
Professional Skills
- Strong written and oral communication skills including experience with messaging or presentation skills for executive audiences using PowerPoint
- Proficient in MS Office applications with advanced skills in MS Excel and/or other database management software skills
- Excellent coaching and consulting skills
- Strong Excel skills, including Pivot table for analysis of data, is essential
- Strong business acumen and complex problem solving skills
- Strong people management skills with a desire to pursue best practices in a challenging team environment
- Strong report presentation development skills with MS PowerPoint to facilitate messaging for executive management audiences
How to write Financial Management Resume
Financial Management role is responsible for financial, analytical, excel, finance, analytics, powerpoint, consulting, analysis, clients, software.
To write great resume for financial management job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Management Resume
The section contact information is important in your financial management 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 Management Resume
The section work experience is an essential part of your financial management 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 management 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 management position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Management resume experience can include:
- Measure, analyze and report to ICF’s President/COO, the CFO, and Olson Executive Leadership on integration activities and progress against financial and operational goals
- Excellent written and verbal communication skills as well as a high attention to detail
- Very good analytical and organizational skills
- Strong to expert level skills with MS Excel, such as pivot tables, VLOOKUP, “IF” statements, etc
- Applies integrative thinking skills to current challenges and opportunities facing Capital One and the broader financial services industry
- Strong teaming abilities, as well as demonstration of effective virtual teaming
Education on a Financial Management Resume
Make sure to make education a priority on your financial management resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial management 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 Management Resume
When listing skills on your financial management 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 management skills:
- Help lead advisory teams solving complex strategic and tactical problems requiring excellent quantitative analysis skills
- Proven ability to work effectively leading or contributing to cross-team projects
- Strong skills in MS Access, MS Excel, pivot tables, VBA, and/or programming logic (such as “if” statements, loops, boolean functions, vlookups, etc.)
- Strong financial analysis and modelling skills
- Strong writing and data visualization skills
- Strong Microsoft Office, Hyperion suite, Peoplesoft, Microstrategy and Tableau skills
List of Typical Experience For a Financial Management Resume
1
Experience For Director, Financial Management Resume
- Demonstrate strong financial management skills to coordinate gathering of financial data from different stakeholdes within the Location
- Demonstrated experience and skills in developing and managing large budgets, including proficiency in relevant computer applications and databases
- Solid financial management skills with attention to detail
- Strong people management skills and able to work/ manage different stakeholders
- Driven self-starter with strong analytical and communication skills, as this role requires extensive global interaction and independent work
- Intellectually curious with strong analytical skills and attention to detail
- Self-starter with strong interpersonal and collaboration skills
2
Experience For Financial Management Trainee Resume
- Effectively interact with internal business customers and corporate budget team while maintaining a high level of customer service
- Demonstrated experience in Joint High Speed Vessel (JHSV) and/or Mobile Landing Platform (MLP)/Expeditionary Transfer Dock (ESD) is desired, but not required
- Advanced MS Office skills – Excel and Powerpoint essential
- Communications skills (written/verbal) and interpersonal savvy
- Prior work experience in Risk division essential
- Obtain credit information, reports, and other necessary information to effectively evaluate prospective customers
3
Experience For Financial Management Associates Regional Operations Manager Resume
- Demonstrated experience with government agency budgetary or finance processes and key execution processes (Desired)
- A proven record of excellent academic achievement
- Experience in leading projects to implement new accounting and regulatory reporting requirements
- Experience with the client Financial processes and using the client financials systems: DORF Timekeeping System, IT Billing, Statement of Work tool, ITMS, PCAM
- Complete regular and ad-hoc analysis and reporting, business reviews, and driving the effective and efficient management of the firm’s resources
- Possess in-depth knowledge and experience in accounting standards, financial analysis, regulatory and statutory reporting/compliance requirements
- Experience in a consulting role serving cross-industry clients at a national level, or relative Finance function role(s) within industry
4
Experience For Financial Management Senior Resume
- Min 5 years of previous experience in Accounting with the exposure on senior stakeholders
- Experience using Hyperion/Smartview/PeopleSoft Financials
- Strong knowledge of budget preparation and forecasting for cost centers/expense accounts
- Experience and proficiency using PeopleSoft Financials/ Hyperion/SmartView
- Very good knowledge of MS Excel, MS Access
- Build strong relationship with Stakeholders located globally
- Progressive advisory or consulting experience within a medium or large professional services and advisory firm or major management consulting firm
- Experience in stakeholder management at all levels of the organization, particularly with colleagues in remote locations
- Strong business and financial acumen; linking operational and PMO strategy to ICF’s overall business strategy; focused on actions and outcomes
5
Experience For Financial Management Program Resume
- Experience in Financial Planning & Analysis (FP&A)
- People management experience including both direct & indirect reports
- Experience with full Federal Information Systems Controls Audit manual (FISCAM) audits and/or managing financial systems for federal agencies
- Experience using PeopleSoft Financials/ Hyperion,
6
Experience For Financial Management Dir Resume
- Demonstrated ability to produce results and solve complex problems and work on a team in a challenging environment
- At least five years of experience in governmental accounting
- Strong knowledge of financial processes, methodologies, procedures and analytical/dashboarding tools
- Good understanding of KPI's (NNM/AUM/IA)
- Min 3 years of previous experience in Accounting with the exposure to senior stakeholders
- Good understanding of technology & automation
- Criteria 2: Experience in in governance/ public financial management area-15%
- Criteria 3: experience in policy analysis and public financial management, and advisory role to senior government stakeholders – 15%
- Experience in Data Analysis
7
Experience For Financial Management SME Resume
- Experience in Professional Data Analysis
- Data Governance experience
- Data Visualization experience
- Experience with Tableau
- Strong sense of accountability, attention to detail, ownership of results and customer focus
- Strong executive presence and ability to interact with C‐Suite
8
Experience For Regional Public Financial Management Expert Resume
- Demonstrated interest and competency in Finance such as
- Working knowledge of different contracting models including Fixed Price, Time & Material, and Hardware, Software, and Maintenance/Support contracts
- Understanding and documenting financial impacts of hardware and software purchases (Day 2 Costs) associated with the project
- Converting cash based purchases to an expense basis with ability to explain accounting / financial impacts to a business & IT audience
- Conducting meetings with the SVP, VPs and Directors to provide updates on IBS’s cost analysis reports
9
Experience For Automated Financial Management Systems Analyst Resume
- Working knowledge of IT project management, hardware, software, and labor contracts
- Working knowledge of Technology Business Management concepts and chargebacks
- Presenting the results of the analysis to finance, business, and IT leadership
- Outstanding career development opportunities other business units
- Proposing corrective actions for the improvement of the financial management system process at all levels
- Support the corporate budgeting and monitoring, including control of expenses, budgeting, forecasting and management reporting
- Lead the implementation of new regulatory reporting / accounting requirements including IFRS9, IRR etc…
10
Experience For Client Financial Management / Manager Resume
- Responsible for staff training, development, coaching and mentoring
- Drives multiple projects by providing thought leadership and working closely with highly specialized subject matter experts across lines of business
- Manage and control budget planning, monitor performance and progress, financial forecasting
- Lead corporate G&A policy, procedures, process and infrastructure for forecasting, analysis and reporting
- Implement strategic polies when selecting methods, techniques, and evaluation criteria for obtaining results
- Support senior members of the P&C leadership Team across various task e.g. (i) research (ii) meeting prep and coordination (iii) note taking and summarization
- Develop and maintain a five-year Capital Budget Plan reflecting funding requests for new projects, maintenance and repair, remodels, etc
- Facilitation of at least two Project Steering Committee meetings (at least 2 minutes of the meeting)
- Willingness to question existing process and suggest/implement improvements
List of Typical Skills For a Financial Management Resume
1
Skills For Director, Financial Management Resume
- Good analytical & reporting skills, intermediate excel user
- Strong analytical and reporting skills, comfortable with advanced excel functionality
- Good strategic skills
- MBA with 4+ years of business experience in financial analysis or planning analysis OR CPA with 4+ years of public accounting experience at a national firm
- Proven experience working with senior leadership to influence results
- Strong financial cost/benefit accounting experience required
- Partner effectively with various groups across the organization to manage the portfolio
2
Skills For Financial Management Trainee Resume
- Effectively interact with internal business customers while maintaining a high level of customer service
- Work collaboratively and effectively with various stakeholders
- English and Japanese business level language skills required
- Advanced skills in Excel, PowerPoint and Word required
- Accessing Grant Thornton’s global network to bring the best experience to bear
- Improving core operations & customer experiences – capability assessment target operating model, Six Sigma / Lean analysis
- Driving digital transformation – rapid prototyping, customer experience, technology & digital solution alignment, data strategy/enablement
- Experience developing a comprehensive financial plan, providing periodic updates, reforecasting and running the plan through sensitivity analyses
3
Skills For Financial Management Associates Regional Operations Manager Resume
- Experience on researching, reporting, writing and editing manuscripts of UN and other international development partners
- Criteria 6: Experience on researching, reporting, writing and editing manuscripts of UN and other international development partners – 10%
- Adept at managing competing priorities while multi-tasking
- Experience preparing and presenting board level quality reporting
- Experience of running closing processes and managing cross-functional relationships
4
Skills For Financial Management Senior Resume
- Experience with either implementing or optimizing the revenue cycle for clients utilizing Cerner software
- Experience with either implementing or optimizing the revenue cycle for clients utilizing Epic and/or Cerner software
- Capable of planning team’s activities and prioritizing others work
- Full knowledge and past experience with Generally Accepted Accounting Principles (GAAP) practices and reporting guidelines
- Experience managing a Financial Planning & Analysis (FP&A) function
- Experience leading a team of financial and/or accounting professionals responsible for total revenue or expenses of over $10M
- Strong financial accounting understanding
- Criteria 5: Experience in working with ministries of finance, planning, and local governments– 10%
5
Skills For Financial Management Program Resume
- Functional experience in at least two of the following roles: Operations, PMO, analytics, IT or consulting
- Experience as a Controller or higher level of finance and accounting position
- Practical experience in Ministries of Finance, Planning, Local Government in Pakistan and South Asia region is an advantage
- Experience in a supporting strategic role and/or financial analysis
- Experience of working with SAP as an end-user in a finance environment
- Support IT business partner’s requests to create new positions, validating budget capacity
6
Skills For Financial Management Dir Resume
- Strong working knowledge of spreadsheet software
- Effective at managing workflow process among large teams
- Strong financial acumen and insight
- Advantageous to also have extensive Cerner training and hands-on experience
- Experience in performing revenue cycle process improvement engagements for healthcare providers
- Experience delivering presentations to groups and teams
- Business Planning, Financial Management experience required
- Experience using PeopleSoft Financials/ Hyperion/SmartView
7
Skills For Financial Management SME Resume
- SAP and/or Oracle experience would be advantageous
- Perform accurate analysis and design effective solutions to a variety of client issues
- Maintain active communication with clients to manage expectations and communicate engagement priorities
- Experience with Microsoft Office suite of products, especially Excel and PowerPoint
- Reducing costs-to-serve – spending/earning trend analysis, product rationalization/pricing, cost containment strategies
- Understanding of the TBM Methodology would help the finance leader support the chargeback model for cloud
- Optimizing sales & service models – predictive & prescriptive sales analytics, customer segmentation, sales practice assessment, target service model
8
Skills For Regional Public Financial Management Expert Resume
- Increasing financial performance with focus on revenue potential – business integration, referral strategy, product
- Increasing financial performance with focus on revenue potential – business integration, referral strategy, product development, etc
- Working knowledge of budget preparation and forecasting for cost centers/expense accounts
- Operational Accounting (General Accounting, Cost Accounting, Budgeting & Forecasting)
- Adhere to scheduled training program assigned; attend training sessions and courses as assigned; adhere to current status on computerized training system
- Perform operational audits of homebuilding, mortgage banking and manufacturing facilities
- Lead the development plans and strategies for developing a reporting tool to capture the firm’s technology operating expenses
- Exercises judgment within broadly defined practices and policies in selecting methods, techniques, for obtaining results
9
Skills For Automated Financial Management Systems Analyst Resume
- Responsible for leading and tracking actual project benefits vs stated business case benefits
- Perform complex data analyses and modeling, as well as understanding the needs of IT operations and development
- Support the CFM executives in scheduling and recruiting for CFM service delivery team
- Develop ongoing budget performance metrics, reports and analysis providing financial guidance and recommendations to Directors and AVP
- Responsible the delivery of Invoice Reconciliation and Accrual Tracking
- Prepare and participate in CFM meetings & training sessions
10
Skills For Client Financial Management / Manager Resume
- Promote ongoing maintenance and development of staff’s technical expertise
- Non-Financial Role (Supply chain, IT, Manufacturing)
- Part-qualified or newly qualified professional accounting qualification or equivalent
- Develops analytic frameworks to solve critical questions and guide strategic decision making
- Leverages sound business judgment and logic to evaluate analytical results and formulate recommendations which include supporting rationale
- Builds relationships across the organization by partnering with peers and senior leaders throughout the company
- Thrive in a fast-paced, project-driven, results-focused environment while handling multiple assignments simultaneously
- Provide partner support in opportunity development by reviewing complex calculations
List of Typical Responsibilities For a Financial Management Resume
1
Responsibilities For Director, Financial Management Resume
- Approximately 10-12 years of relevant professional experience with additional financial management experience beneficial
- Prior experience or education in finance, economics or accounting
- Effectively interact with internal business customers while maintaining a high level of customer service
- Demonstrated ability to plan, organize and prioritize multiple tasks within a defined period
- Strong understanding of accounting concepts that include capitalization, depreciation, amortization, and useful life, accruals, and/or reversing entries
- Prepare monthly G&A expense analysis comparing current period results with prior periods, the plan and forecast
- Proven track record advising business executives
- Provide effective leadership both internally and externally to CPD
2
Responsibilities For Financial Management Trainee Resume
- Make assignments, establish deadlines and set priorities
- Collaborate with the business senior management and executives on a frequent basis with strong emphasis on customer service
- Experience providing Financial Management solutions to clients
- Experience of general ledger and balance reconciliations
- A. Validation and operationalization of the Climate Change Budget Code in KP and one other province
- Previous study/work experience abroad
- Assistance with month end reporting including data file preparation
- Assist in building and implementing programs to improve solution sets
- Assist in all aspects of proposals, including writing
3
Responsibilities For Financial Management Associates Regional Operations Manager Resume
- Provide analysis and insight into budget and spend activity, including recommendations to enhance operating efficiency
- Provide recommendations to management to establish and achieve financial objectives, including cost containment opportunities
- Ensures sound financial mgmt. discipline around standards-based cost tracking, etc
- Work in fast paced, complex, global and dynamically changing environment
- Manage Accounting Operations lead
4
Responsibilities For Financial Management Senior Resume
- Lead training sessions for other FMAs and/or CSEs
- Key financial liaison to Treasury, Financial Accounting, MAA, Facilities Services, and key academic departments
- Consult with directors, discuss business concepts and philosophies, rate making philosophies and cost allocation and recovery methodologies
- Collect and analyze financial information throughout the year for possible mid-year adjustment and guidance in the upcoming year’s budget
- Develop project vision and set challenging personal and client service team goals
- Assist in developing drafts of client worthy materials (e.g. deliverables, memorandums, project plans, etc.),
- Understand and be able to apply generally accepted accounting principles
5
Responsibilities For Financial Management Program Resume
- Interact with senior level customer personnel on significant technical matters frequently requiring coordination across organizational lines
- Drive the regulatory reporting automation and data quality agenda
- Ensure proper compliance with all regulatory reporting requirements and deadlines
- Review, analyze, and make recommendations regarding IT spend requests to budgets
- Ad hoc reporting and analysis that address business needs, recommendations and business case creation
6
Responsibilities For Financial Management Dir Resume
- Concisely summarizing results of the review of the financials associated with the project
- Successful candidates are seen as credible subject-matter experts and advisors to C-Level executives, including CIOs and CFOs
- Take positions on key issues when preparing deliverables
- Lead benchmarking analysis for IT
- Ensure optimization and standardization of management reporting
- Champions efforts to ensure controls and compliance measures are in place for all reported financial information to help ensure financial reporting accuracy
- Partner with other Functions within the Locations to support decision and propose continuous improvement of management reporting
- Collect manufacturing and operation cost data to fulfill the monthly forecast process
- Drive consistency with other Locations to improve efficiency and avoid duplication of efforts while bringing value
7
Responsibilities For Financial Management SME Resume
- Inquisitive in nature and a passion for solving problems
- Prepare and deliver specific analyses and support for internal and external audit requirements, liaising with the auditors
- Assist with building business cases and PIRs, conduct return on investment analysis, NPV,IRR and Payback
- Administer, support, maintain and develop all project/portfolio management process enabling tools
- Global operations – a working visit to at least one AMETEK facility outside of the United States
- Qualified UK Chartered Accountant or in the process (ACA / ACCA), working in either industry or professional audit practice
- A passion for driving transformation and change
- A questioning, curious mind with a desire to continuously improve status quo
- Change the thinking of others or gain acceptance in sensitive situations without relationship damage
8
Responsibilities For Regional Public Financial Management Expert Resume
- Highly motivated and willing to work at times under pressure with tight deadlines
- Proficient in MS Office applications, Excel in particular
- Preparation of financial statements, quarterly and annually
- Financial services/wealth management knowledge essential
- Manages, coaches, and develops direct reports
9
Responsibilities For Automated Financial Management Systems Analyst Resume
- Communicates analytic insights through clear, high impact, “executive-ready” presentations
- Serves as a subject matter specialist in the firm’s global financial engagement software, practices and policies
- Assure that GIC’s trust funds and Employee Benefit and Rate Stabilization Reserves are properly maintained and that revenue and expenses are precisely documented in accordance with Chapter 32A of the Mass. General Laws
- Develop an annual agency budget and several spending plans for the Commission’s administrative budget, elderly governmental retirees’ budget, retired municipal teachers’ budget, and the municipal program budget as required by Administration and Finance, and the House and Senate Ways and Means Committees
- Prepare reports required by the Office of the State Comptroller, including but not limited to the GAAP report, OPEB report, retirees’ expense report and documents for GASB 45 requirements
- Monitor the Commission’s accounts receivable systems for municipalities; and for housing authorities, redevelopment authorities and other non-state funds to assure the collection of annual revenue in excess of $500 million
- Provide information and documentation to the Office of the State Auditor and the auditors of the State Comptroller’s Office upon their requests. Such documentation relates to Commission records as well as its report filings for GAAP, OPEB and retirees expenses
- Attend meetings and conferences conducted by the State Comptroller’s Office, the State Treasurer, Administration and Finance and other governmental bodies and represent the agency's concerns and interests in such interagency activities
- Secure agreement on budgets, and on targets for KPI’s for financial reporting
10
Responsibilities For Client Financial Management / Manager Resume
- Support CFM executives by leading cross-engagement tasks forces, as necessary
- Ensure engagement-level U.S. GAAP and local statutory compliance
- Supervise CFM team and manage service delivery
- Provide high-level support for all financial and contractual discussions with client
- Perform Quality and Service Reviews in the team, to continuously improve the quality of service delivery
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