Financial Professional Resume Sample
Jerod Bogan
785 Rohan Summit,
New York,
NY
+1 (555) 630 2987
Work Experience
Senior Account Executive Financial & Professional Lines
03/2016
-
PRESENT
Detroit, MI
- Coordinating the grant proposal process, reviewing proposals and awards for compliance
- Reviewing expenditures and assisting in developing spending plans, authorizing new accounts and changes to existing accounts
- Preparing sub agreements
- Managing post-award and non-sponsored funds
- Maintaining award data in Harvard’s financial systems
- Advising on best practices in research administration, participating in the development of research administration training and helps develop team members as needed
- Assisting with other ad hoc projects as they arise
- Financial Planning and Analysis, which provides analytical support for business decision-making. Assignments are business fiscal planning, financial modeling for projects or corporate initiatives, and internal reporting on Vanguard business unit performance
- Corporate Accounting, Treasury and Controllers, which prepares Vanguard's financial statements, oversees the organization’s fulfillment of financial obligations, and application of accounting policy. Assignments can include support of reporting corporate financial performance, cash management, liquidity management functions, and accounting controls
Financial Professional
04/2009
-
09/2015
Detroit, MI
- Conducting analysis on equipment data from OFA and the Harvard General Ledger
- Collecting and submitting supporting documentation needed for external and internal audits
- Utilizing reports from the effort reporting system (ecrt) to ensure compliance with the University’s effort reporting policy
- Providing analysis of salary data to mitigate effort reporting compliance risk
- Serving as back-up support for the ecrt help desk
- Assisting with the completion of the commercially sponsored research survey for the private business use tax-exempt bond analysis for IRS reporting
- Staffing University-wide meetings, including assistance with creating agendas, recording and disseminating minutes, and setting up meeting locations
- Conducting various analyses in support of the indirect cost proposal, compliance, policies, and sponsored operations
Entry Financial Professional
09/2005
-
12/2008
Boston, MA
- Fund Financial Services, which provides the middle-office, back-office, and information management support for all of Vanguard's investment products. Assignments could include fund accounting, trade support and reconciliation, treasury operations, corporate actions, and pricing functions for Vanguard's domestic and international fund and ETF products
- Internal Audit and Enterprise Risk Management, which seeks to safeguard the company by working with clients to manage business risk as either independent auditors or embedded business support. Assignments could include SAS 70 auditing, risk-based audits, and risk-control consulting within any Vanguard department and divisions
- Global Tax, which serves as a center of excellence for enterprise tax policy implementation and execution. Rotations would provide exposure to global tax considerations across Vanguard operations including fund operations and business unit operations globally
- Strategic Services, a divisional transformation hub, which offers strategic shared service functions in supplier management, corporate and real estate facilities management, and Finance technology implementation. Assignments span functional and transformation specific project management to support the evolving nature of Finance
- A supplemental Vanguard business line experience, which offers the opportunity to support a client-facing area and gain a contrasting perspective of Vanguard’s businesses
- Coordinating the management of sponsored capital equipment across all the schools
- Partnering with the Office of the Controller (OC) on the maintenance of reports generated by Oracle Fixed Assets (OFA)
- Assisting with the data collection and coordination of the bi-annual equipment inventories
- Identifying the need for and driving execution of policy development and updates
Education
Everest University - Largo Campus
1999 - 2004
Bachelor's Degree in Accounting
Professional Skills
- Corporate Financial Services,which prepares Vanguard's financial statements and provides analytical support for business decision-making. Assignments could include business planning, financial modeling for projects and corporate initiatives, and reporting corporate financial performance
- Fund Financial Services,which provides the middle-office, back-office, and information management support for all of Vanguard's investment products. Assignments could include trade support, corporate actions, proxies, and pricing functions for Vanguard's family of mutual funds
- Internal Audit, which seeks to safeguard the company by working with clients to manage business risk. Assignments could include SAS 70 auditing, risk-based audits, and risk control consulting with departments and divisions
- Strong financial skills (budgeting, accounting, A/P, A/R, reporting) demonstrated experience with NSF and NIH policies and sponsored research regulations
- Strong auditing and accounting /finance skills are required
- Excellent interpersonal, organizational, and troubleshooting skills are essential
- Strong problem solving and analytical skills with a keen eye for detail
How to write Financial Professional Resume
Financial Professional role is responsible for microsoft, excel, research, software, financial, auditing, database, customer, flexible, leadership.
To write great resume for financial professional job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Professional Resume
The section contact information is important in your financial professional 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 Professional Resume
The section work experience is an essential part of your financial professional 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 professional 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 professional position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Professional resume experience can include:
- Strong ability in the use of influence and change management skills required
- Strong Excel/spreadsheet and SQL database management skills
- Input data in departmental systems using 10 key and basic keyboarding skills
- Communication and interpersonal skills, with a focus on customer relations
- Management experience and 8-10 years of related experience
- Experience in controlling, accounting, planning, reporting and conducting of analysis
Education on a Financial Professional Resume
Make sure to make education a priority on your financial professional resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial professional 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 Professional Resume
When listing skills on your financial professional 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 professional skills:
- Cost accounting experience, SAP experience and Manufacturing industry background. Good problem solving skills on the softer side
- Financial and sponsored research experience including demonstrated experience with complex financial analysis
- Strong writing skills; ability to synthesize information correctly and concisely in written form
- Seven (7) years of experience in Sales and Commissions Finance, accounting, financial planning, budgeting/forecasting, or equivalent business experience
- Solid systems experience including being a key member of large, cross-functional projects at a public company
- Superior critical thinking skills, including the ability to identify trends within raw data
List of Typical Experience For a Financial Professional Resume
1
Experience For Acceleration Into Financial Professional Program Resume
- Experience with financial reporting and financial analytics experience
- Effectively communicates and presents the critical financial matters to ED and Faculty Directors
- Expert in prioritizing tasks and matching with resources
- Experience managing complex awards and working with a variety of sponsors
- Strong current knowledge of GAAP, internal controls, and accounting procedures
- Experience with multicultural teams
- Advising and training the Berkman community in financial policies and best practices, and assisting in documenting procedures
- Conducting/facilitating internal or client facing meetings/presentation
- Understanding of gift policies and procedures, as well as financial reporting requirements on funds required
2
Experience For Finance & Sponsored Reseach Administrator Financial Professional Resume
- Determining daily cash position
- Provisioning timely, accurate and reliable financial information
- Attending necessary meetings, trainings and workshops to stay current on job-related regulations and policies
- Maintaining records of all publications, accomplishments, membership status, etc. supported by the Center
- Working knowledge of federal and non-federal regulations for sponsored research
- Managing all of the finances related to this grant, and working with other grant managers to track and document effort of all faculty supported by this grant
- Working with the Office of Sponsored Programs to assure that all required financial reports are delivered accurately and on time to the NIEHS
- Clear reconciling items by requesting or preparing cash transfers or applying to the monthly file for the upload on items to be reported to the investor
3
Experience For Senior Account Executive Financial & Professional Lines Resume
- The position is responsible for compiling the necessary data needed for completing cash settlements and cash positioning
- Develops training programs for new and existing accounting personnel
- Reviews and creates financial data providing research and data analysis. Present to manager for use in planning and decision making
- Receive industry leading tools for initial and ongoing training
- Facilitate capital planning and analysis, including project level ROI projections and performance reporting
- Prepares varied financial reports, including budget-to-actual reporting
- Reviews and approves transactions as needed, ensuring compliance and accuracy -- including invoices, journals, and personnel actions
- Perform financial modeling and analyzing data as needed
4
Experience For Financial Accountant Professional Services Resume
- Works with property management and client to define scope of accounting services needed as well as content of monthly operating report
- Assists investigators with achieving compliance with federal, state, granting agency and university regulations
- Participate in training in the area of business practices, university, and state regulations, and the use of data processing systems, as assigned
- Work in collaboration with our business partners to ensure accurate and timely deliverables and solving of revenue booking related issues
- Support the annual transfer price process by completing multiple assigned tasks including supply chain cleanup, entity P&L tie-out, target model & margin
5
Experience For Financial Crimes Enhanced Due Diligence & Advisory Professional Resume
- Serves as the WAPPP liaison to the Business Continuity Taskforce, assessing and reporting on unit risk management via online tool
- Prepare the closing and Outlook reports (excel and ppt. presentation) and reporting it to Area every month,
- Advanced knowledge and ability to use Microsoft Excel including pivot tables, lookup, macros and business and financial modeling
- Drive close partnership with segment finance and business teams on planning, forecasts and monthly reporting activities
- Open and image financial mail using machines
6
Experience For Senior Financial Analyst Professional Services Finance Resume
- Financial Planning and Analysis, which provides analytical support for business decision-making. Assignments can include business fiscal planning, financial modeling for new projects or corporate initiatives and internal reporting on Vanguard business unit performance
- Internal Audit & Enterprise Risk Management, which seeks to safeguard the company by working with clients to manage business risk as either independent auditors or embedded business support. Assignments could include SAS 70 auditing, risk-based audits, and risk-control consulting within any Vanguard department and divisions
- Strategic Services, a divisional hub which offers strategic shared service functions in supplier management, corporate and real estate facilities management, Finance technology implementation and leads transformation efforts in the division. Assignments span functional and specific project management in support of the evolving nature of Finance
- Retrieving bank transaction information from multiple systems
- Maintains vendor accounts and ensure timely clearance of outstanding payable and receivables
- Reconciles accounts, works closely with Corporate Accounting Department
- The position assists in the resolution of time sensitive processing transactions
- Approves voiding of checks to vendors
7
Experience For Professional, Financial Analysis Resume
- Prepares Form 1099’s for annual filing with IRS for applicable vendors
- Assists faculty with final-stage proposal review and editing
- Maintains sponsored research communications: faculty newsletter, grants website and funding announcements
- Advises investigators and support staff on established policies and procedures, interprets the terms and conditions of the sponsoring organization
- Procures IT hardware including computers, printers, and laptops, as well as program software
- Maintains a filing system
- Pass background check to obtain licensing
- Familiarity with social media, e.g. managing websites, twitter, etc. is helpful but not essential
8
Experience For Financial Controller Professional Resume
- Focus on solving problems quickly, creatively, and compliantly
- Passion for Finance as an enabling function in an organization
- Professional presence and demeanor working with colleagues and management
- Intermediate working knowledge of Microsoft Excel, Word, PowerPoint, and Adobe
- Problem-solving orientation and ability to be thorough and detail-oriented, but also summarize and convey the bigger picture
- Customer service orientation with a collegial and collaborative approach to working with others across the University
- Investor Accounting TL
- Prepares budgets, manages accounts, and oversees monthly, quarterly and year-end close
- Reviews all invoices and expenses and reconcile financial statements
9
Experience For Financial Developer Professional Services Resume
- Designs, formulates, and maintains the budget and financial accounts in consultation with the Executive Director and the budget liaison in OFS
- Performs financial analysis to forecast income and expenses
- Ensures financial compliance with University policies and procedures and applicable legal rules and regulations
- Prepares annual budgeting and planning process in conjunction with the ED; administer and review all financial plans and budgets; monitor progress and changes and keep ED abreast of financial status
- Monitors the collection and processing all gifts and pledges
10
Experience For Financial Crimes Investigations Professional Resume
- Serves as the WAPPP liaison to the HKS Financial Managers Group (FMG), and works in concert with OFS liaison to ensure compliance with Harvard University policies and procedures
- Ensures integrity and consistency of data between the HKS’s financial and accounting systems (Oracle and Crew) and WAPPP’s internal financial reports/budgets
- Oversees the processing, tracking and acknowledgement of gift income
- Manages WAPPP faculty and doctoral student research grants
- Serves as the approver for WAPPP financial transactions
- Researches returned item transactions and resolves issues with the transactions
- Verify and input funds transfer ACH and/or Wire transactions
List of Typical Skills For a Financial Professional Resume
1
Skills For Acceleration Into Financial Professional Program Resume
- Excellent written and verbal communication skills and ability to work effectively in deadline-driven environment required
- Strong analytical ability as well as excellent written and oral communication skills
- Strong strategic and systems thinking skills required
- Process development / process efficiency skills and experience in maintaining policies
- Demonstrated technical aptitude along with the ability to communicate with and effectively present to business users including executives
- Excellent customer relations skills, communication and follow through
- Problem solving skills and ability to be flexible required
2
Skills For Finance & Sponsored Reseach Administrator Financial Professional Resume
- Advanced desktop application skills including exceptional Microsoft Excel abilities
- Superior skills in Excel and other applications in Microsoft Office Suite
- Experience in treasury working with cash management, banking, account reconciliation, with industry knowledge required
- Work collaboratively in a matrix environment, while developing effective relationships and achieving results required
- Experience using SAP or other financial planning systems
- Strong understanding of U.S. GAAP and Internal Controls
- Shift priorities quickly based on assessment of risk, while maintaining organization and control
- Experience in Finance/Accounting
- Related experience in a Sales or Marketing environment
3
Skills For Senior Account Executive Financial & Professional Lines Resume
- Lead projects and manage multiple priorities on concurrent basis by demonstrating ability to meet deadlines
- Professional presence with strong leadership, management, networking
- Individual experienced with managing global cash management, reconciliation, disbursements and data analytics
- Experience in financial instruments and modeling theory
- Experience in banking industry
- Team-oriented, with experience collaborating with diverse teams
4
Skills For Financial Accountant Professional Services Resume
- Preferably with experience in handling audit
- Receives, validates and enters information
- Produce monthly consolidated property, plant and equipment; lease and commitments expenditure schedules
- Able to meet deadlines and prioritize multiple projects
- Good demeanor and presence required
- A market to work with to build a strong client base
- Individual who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures
5
Skills For Financial Crimes Enhanced Due Diligence & Advisory Professional Resume
- Pre-award experience in academic or related setting required
- Experience providing detailed analysis of financial data
- Direct accounting, financial management, data analysis, and/or grants management experience
- Proven ability to utilize multiple financial systems and applications
- Experience auditing or responding to an audit is very helpful
6
Skills For Senior Financial Analyst Professional Services Finance Resume
- Independent and professional judgment and prioritization
- Initiative and ability to maintain excellent records, understand and respond to client/customer requirements
- Strong analytical, interpersonal, and organizational capabilities
- Individual who possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures
- Draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
7
Skills For Professional, Financial Analysis Resume
- Individual who possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic future
- Individual who possesses integrity and a strong work ethic
- Educational, sales, and/or negotiation experience
- Experience with credit card merchant systems
- Proven ability to work independently and competently handle multiple
- Possesses integrity, a strong work ethic and the desire to help others plan for and protect their economic futures
8
Skills For Financial Controller Professional Resume
- Draws upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships
- Manufacturing industry experience
- Coordinate (including calendar preparation), consolidate and analyze the annual budget process and its monthly reviews,
- Provide oversight of the fee billing controls to ensure the control structure is adequate, effective and efficient
- Manager experience
- Experience with hedge funds or private equity funds investor allocations, management fee, and performance fee calculations
9
Skills For Financial Developer Professional Services Resume
- Reviews processes and makes recommendations to implement effective changes in procedures and policies
- Strong ability to direct and motivate others required
- Strong ability to analyze, understand and communicate complex issues and trends required
- Working with the Associate Director of Finance and Grants Administration in monitoring and reconciling post-award expenditures/invoices
- Creating budget reconciliation and forecasting reports, and using these reports to meet regularly with the PIs to review their financial situations
- Assisting the client/prospect in initiating or completing a sale as appropriate
- Creating budget reconciliation and forecasting reports, and using these reports to meet regularly with faculty to review their financial situations
- Analyzing data for variances, researching and providing explanations for the fluctuations
- Following up with any problems discovered and resolving with journals or other appropriate actions
10
Skills For Financial Crimes Investigations Professional Resume
- Monitoring post-award budgetary expenses for his/her portfolio to ensure compliance in accordance with granting agencies and University guidelines
- Reviewing and approving all expenditures
- Ensuring compliance with requirements such as effort reporting
- Meeting and exceeding service standards agreed in the client’s service agreement
- Reviewing and approving purchase orders and employee expenses
- Understanding of Hyperion database functionality
- Bring your enthusiasm, collaborative work-style, inquisitive attitude, flexibility, creativity, focus on excellence, and overall “great-to-work-with” demeanor
- Ensuring expenditures are allowable and allocated to correct funds
List of Typical Responsibilities For a Financial Professional Resume
1
Responsibilities For Acceleration Into Financial Professional Program Resume
- Managing the annual, non-competing renewals of the grant, including carry-forward requests
- Coordinating the preparation of the competing renewal, due April 1, 2018
- Monitoring appropriate allocation to sponsored awards
- Ensuring the proper allocation of salaries and stipends across a dynamic set of sponsored and core funds
- Assisting with outreach and selection activities of our annual calls for Fellows and summer interns
- Providing a single point of contact that aligns all the resources AXA has to offer to address client/prospect needs
2
Responsibilities For Finance & Sponsored Reseach Administrator Financial Professional Resume
- Identifying new potential needs in partnership with the client/prospect
- Reviews and produces financial data providing research and data analysis to present for use in planning and decision making
- Responsible for interpreting and managing management reports and schedules, financial analyses and performance reporting
- Assist University development staff and donors in navigating the various University processes involved with making gifts and establishing funds
- Assist in the development and reporting of year over year sponsored financial planning for FAS
- Oversee monthly reporting of operating expenses to departments, VPs and senior leaders
- Establish and provide daily transfer prices to international affiliates, manufacturing sites, distribution centers and US commercials on a per request basis
3
Responsibilities For Senior Account Executive Financial & Professional Lines Resume
- Support multiple customers and business lines within a fast-paced, challenging environment
- Cross train with other areas within Clearing and Settlements
- Analyze complex data, ensure data quality, perform research, understand trends, make sound recommendations for problem solving and escalate as necessary
- Perform monthly compliance reporting on various high risk sponsored research areas
- Provide technical expertise, problem-resolution, and training
- Serves as approver for PeopleSoft time reporting system
- Basic knowledge in financial instruments and modeling theory
4
Responsibilities For Financial Accountant Professional Services Resume
- Proactively contacting our clients via phone, email, and chat
- Perform month closing process of the MSUR P&L and report explanations of variations to local organization leaders and Area (in Mexico),
- Responsible for detailed review and forecasting of the Overhead expenses for the entire company (detail of account and cost center)
- Financial modeling (light)
- Propose insurance and investment products appropriate to the clients needs and ability to pay
5
Responsibilities For Financial Crimes Enhanced Due Diligence & Advisory Professional Resume
- Learn quickly and share knowledge and information
- Understand business problems and articulate information back to business owners
- Propose insurance and investment products appropriate to the clients’ needs and ability to pay
- Propose insurance and investment products appropriate to the applicant’s needs and ability to pay
- Proficiency in MS Office packages like Word,Excel,Powerpoint, MS Access
- Proficiency in ERP like SAP (especially FI)
6
Responsibilities For Senior Financial Analyst Professional Services Finance Resume
- Performs periodic quality control reviews of field locations as required by C&W ethics policy
- Participates in presentations for new assignments as a financial representative of C&W’s Client Solutions
- Collaborate with and assist faculty in some/all phases of proposal development and submission including developing/coordinating pre and/or post award budgets and advising PI’s on allowable costs, and etc. Reviews proposals to ensure that they comply with sponsor and University guidelines. Advise faculty on recommended changes
- Process CPL’s financial transactions (payments, reimbursements, etc.) in compliance with HKS’s financial policies and procedures and CPL’s sponsor and donor specifications and researches discrepancies as required
- Application form submissions and interaction with the Office of Research Administration, the Office of Financial Services, the Office of Sponsored Programs and other internal or external offices for timely and accurate submission
- Final financial reporting to sponsoring agencies and internal sponsored programs office
- Monthly budget reconciliations and updates
- Journal entries and cost transfers
- Submission of timely payroll changes for faculty and staff
7
Responsibilities For Professional, Financial Analysis Resume
- Providing independent post award management including evaluation of budget-to-actual performance, performing monthly financial analysis and multi year projections to PIs and to the department management
- Responsible for the oversight and management of both pre- and post-award management for HDS
- Lead for all grant management, identifies grant opportunities, and proactively leads faculty and other principal investigators through the grant process
- Serves as principle source of information/guidance for principal investigators on complex administrative and fiscal policies, procedures, and contracts
- Develops grant budget and coordinates proposal process
- Creates regular financial and sponsored research reports, provides data analysis, and forecasts
- Supports faculty financial conflict of interest compliance
- Coordinates with Harvard Office of Sponsored Programs, Internal Review Board and related research offices on necessary compliance and approvals
8
Responsibilities For Financial Controller Professional Resume
- Identifies problems and initiates or recommends remedial action
- Maintains data in financial and grant management systems
- Monitors expenses to ensure appropriate expense allocation to awards
- Advising Principal Investigators on Harvard University and CBAR policies and procedures, as well as providing expertise and guidance regarding NIH and other sponsors' rules and regulations
- Coordinating with the Associate Director of Finance and Grants Administration on other projects as needed (for example, with NIH cooperative agreements administered at the Center)
- Under the guidance of the Center Director, shaping the structure and content of the competing renewal, as well as coordinating all of the input necessary for the grant -- such as gathering relevant data and statistics, from various faculty members across the multiple cores and sub-cores, for the submission
- Assisting the Center Director with drafting and editing the content of the grant proposal
9
Responsibilities For Financial Developer Professional Services Resume
- Coordinating the facility access fund program, which provides funds for specific analyses in support of environmental health -- including review of applications, notifying recipients, and monitoring expenditures and products
- Publicizing the Center’s activities by managing the Center’s website, social media campaigns, advertising events by email and flyers, and publishing the monthly newsletter
- Coordinating NIEHS Center executive committee meetings and special events including retreats, external advisory board meetings, colloquia, seminars, etc
- Grant preparation, budget development, application form submission, and responding to sponsor requests
- Ensuring compliance with requirements such as effort reporting, submitting payroll changes for faculty and staff, completing timely journal entries as necessary, grant close-outs, etc
- Prepares budgets for each graduate program, working with core and sponsored research funds typically relying on programmatic expertise to independently develop and oversee accounts, monitor balances and reconcile accounts
- Manage and maintain complete regulatory files, including approval and sponsor correspondence
10
Responsibilities For Financial Crimes Investigations Professional Resume
- Reconcile all P&I custodial accounts on a monthly basis (activity from servicing systems and other deposits to the bank account balance)
- Understand the various loans that company services and the monetary impact on remittance being worked
- Understand the various loans that client services and the monetary impact on remittance being worked
- Accounts; interpret and administer appropriate university and sponsored research fiscal policies
- Provide proposal and award advisement including assisting with preparation of budgets and narratives for grant applications, resource and fund management; and offer procedural and regulatory advisement in alignment with sponsor, Federal, State, and university requirements to ensure compliance
- Work cooperatively with Principal Investigator and departmental staff, as well as other campus departments and personnel (such as Sponsored Projects Accounting (SPA), Office of Grants and Contracts (OCG), and Procurement Service Center (PSC))
- Provide additional contract and grant management support to ChBE faculty as needed
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