Financial Project Manager Resume Sample
Bernadette Feest
5147 O'Conner Harbor,
New York,
NY
+1 (555) 757 9699
Work Experience
Financial Project Manager
07/2016
-
PRESENT
San Francisco, CA
- Organizes and implements a variety of responsibilities related to the flow of materials, products, services and associated systems information
- Coordinates to ensure that Task Orders are prepared, submitted, and tracked. Monitors and provides monthly revenue and/or expense analyses on complex projects/problems in which analysis of situations or data requires an evaluation of tangible and intangible variables
- Works with the primary program managers and clinical research teams to develop internal budgets that include all projected costs applicable to the clinical research studies and projects
- Develops detailed final budgets identifying all clinical research activities, tests, and other associated activities to be performed during the conduct of the study based on the study protocol and related documents
- Identifies trends and developments in competitive environments and presents findings to senior management
- Performs financial forecasting and reconciliation of internal accounts
- Prepares, monitors and analyzes cost proposals, reports and staffing
- Reviews and approves costs related to new/proposed contracts, modifications/amendments and invoices for financial verification
Senior Financial Project Manager
12/2010
-
06/2016
Dallas, TX
- Prepares closing financial reports and obtains proper approvals from program management
- Maintains annual budget assumption documents with up-to-date information to track for actuals, approvals and estimates at completion details
- Communicates with director, senior management, program staff and NIAID DCR project officials to provide consistent and accurate information working closely with the Leidos Biomedical Research Finance team to ensure the production, change, update, or modification of various financial reports
- Monitors program process flows and works in concert with the CMRP management team to accurately document and report project updates
- Maintaining and tracking protocol budget documentation and conducting regular audits to ensure the accuracy and completeness of these records
- Works independently to assess complex clinical research studies where analysis requires an in-depth evaluation of variable factors
- BA/BS in Finance, Accounting or equivalent experience
- Communication skills that clearly present ideas, theories, and technical financial information to executives, operation, and managerial staff, both formal and informal
Project Manager, Financial Operations
04/2004
-
06/2010
Chicago, IL
- Extensive systems skills, particularly (ERP / CRM / BW), SAP R/3 (CO, FI), excel,
- Designs and builds financial models based on diverse financial sources, in order to make informed strategic decisions
- Works to improve data quality processes and report design to meet diverse and changing needs for management reporting
- Participates in the planning and development of department and non-department budgets, budget system completion, high level reviews and conducts area wide analyses for target development
- Complexity: Works independently; accountable to complete work assignments
- Lead financial reviews for the supported functional areas, presenting financial overviews and communicating success areas and areas for improvement
- Analyze financial data, defining relevant information and interpreting the results for the purpose of determining past financial performance and potential risks and opportunities for the future
- Manage capital investment budget
Education
Franciscan University of Steubenville
1998 - 2003
Bachelor's Degree in Finance
Professional Skills
- Excellent analytical and problem solving skills with strong organizational skills and attention to detail
- Strong organizational skills with the ability to work independently, prioritizing workload under pressure of competing assignments and converging deadlines
- Demonstrates advanced communication and interpersonal skills to effectively interface with management across the Health System
- Strong interpersonal skills/strong team player
- Strong time management skills and ability to set priorities and manage multiple projects concurrently
- Proficiency with computer technology and software systems including Microsoft Suite; strong Excel and modeling skills
- Excellent management and communication skills, essential
How to write Financial Project Manager Resume
Financial Project Manager role is responsible for software, modeling, financial, microsoft, leadership, organizational, interpersonal, finance, health, analytical.
To write great resume for financial project manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Project Manager Resume
The section contact information is important in your financial project manager 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 Project Manager Resume
The section work experience is an essential part of your financial project manager 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 project manager 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 project manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Project Manager resume experience can include:
- Proven, strong written and oral communication skills ability to communicate effectively in meetings, email and informal discussions
- Good interpersonal skills with the ability to work effectively in a team environment
- Strong Microsoft Office skills, including Word, Excel, PowerPoint, SharePoint, Visio and Access
- Influencing and relationship management skills; Leadership expertise to lead cross functional/cross divisional teams
- Proven experience coordinating with engineering teams
- Prior of project management experience with Financials Budgeting and Forecasting responsibility
Education on a Financial Project Manager Resume
Make sure to make education a priority on your financial project manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial project manager 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 Project Manager Resume
When listing skills on your financial project manager 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 project manager skills:
- Excellent verbal communication skills with the ability to interact effectively and professionally with a diverse stakeholder base
- Strong analytical and budgeting skills, and familiarity with GAAP accounting
- Demonstrated ability to effectively manage several major activities simultaneously
- Good oral and written skills with the ability to communicate complex information to a diverse audience in an understandable manner
- Strong analytical, leadership, and interpersonal skills across all levels of personnel
- Computer skills and experience with project management software/tools, in addition to proficiency in Microsoft Office suite
List of Typical Experience For a Financial Project Manager Resume
1
Experience For Senior Financial Project Manager Resume
- Run effective and efficient project management processes to drive good work prioritization and resource allocation decisions
- Self-starter – can function effectively in a less structured, independent environment
- Proven experience in business analysis, process redesign, application development,
- Prior experience leading regulatory response projects
- Business analysis, problem identification, analytical and creative problem solving skills to critically examine issues and ensure project timetable can be met
- Managing end-user support requests across all service offerings and ensure requests are fulfilled in a timely and effective manner
2
Experience For Financial Systems Project Manager Resume
- Project management/leadership experience
- Agile and Six Sigma Experience
- Escalate issues as appropriate to ensure timely and effective resolution
- Staffed and responsible for a work stream of tasks/deliverables on a complex Finance-systems implementation; project management work experiences
- Work with multiple groups and cross function team experiences
- Work experience leading projects in the Financial Services Industry
- Professional experience leading large scale projects
3
Experience For Project Manager, Financial Operations Resume
- Financial or cost management experience, in support of international development program operations
- Experience with international, non-profit organizations (larger than $10M), as well as a multi-office, multi-national environment
- Experience in global organizations
- Exercise good judgment and discretion with regard to sensitive and confidential information
- Recent experiences in financial system management and analysis
- Salary Range:Based on experience/certs + salary conversion once rolled perm
4
Experience For Senior Project Manager, Financial Capability Resume
- Use Pivot tables in Excel Experience with Collaboration Tools such as SharePoint
- Five or more years of Financial Project Management or financial analysis experience
- Broad experience with all Microsoft Office products
- Designing new standard processes, procedures and knowledge in support of future service offering transparency
- Training and coaching of resources across Canada to support execution objectives
- Communicating clearly and concisely to project teams and key stakeholders
5
Experience For Financial Project Manager Dublin Resume
- Facilitating the day-to-day coordination while adhering to Project Quality Framework standards and sponsor expectations
- Ensuring project compliance to IS Project Management processes/standards, status reporting, and project quality governance
- Acting as liaison between the assigned project resources, project delivery owner, and key stakeholders
- Acting as an interface with internal and external audit groups for project related activities
- Understanding business management of HR in a complex environment
- Develop and align Project controlling and accounting training program for the Canadian business
6
Experience For Senior Project Manager Financial Services Resume
- Lead project teams in requirements gathering, development, implementation, testing, cutover and post-go live cutover monitoring phases
- Educate and support the business through developing the framework related to best methods for financial project controlling and revenue recognition practices
- Assist business users with troubleshooting and problem solving related to financial systems
- Extensive use and understanding of the General Ledger and Budget Planning System are desirable
- BA/BS in Finance, Accounting required
- Deep understanding of more than one flavor of Microsoft products such as Excel, Access, Power BI, etc
7
Experience For Clinical Financial Project Manager Resume
- Gather requirements and drive mapping of requirements to client’s features
- Work independently to identify, qualify and help pursue additional revenue generating services opportunities at the client location
- Work with the Project Management PMO lead on PM training alignment
- Creation of financial and cost savings status reports and tracking
- Interact with BU level teams for saving opportunities and projects through completion
- Support system managers in analyzing their financials
- Knowledge of anti-money laundering and other financial crime domains
- Conducts high level business analysis involving complex business requirements and processes
8
Experience For Project Manager / Financial Analyst Resume
- Conducts research on industry practices and standards and other benchmarking data
- Develop best practices and benchmark reporting to enhance leadership decisions and communication of the value of HR
- Develop data driven metrics to support HR funding decisions across Johns Hopkins and implement new methodologies for HR services and solutions
- Serves as the point of contact between Design/Build and the MCS Controller and provides support related to financial reporting and month end close
- Prepares, analyzes and distributes monthly forecast reports, percentage of project completion, and calculating cost accrual amounts
- Manage the creation, planning, and execution of the EIS Finance Transformation and Roadmap projects
- Actively lead the development, planning and implementation of one or multiple projects. Identify and capture synergy opportunities across the enterprise
9
Experience For Financial Systems Senior Project Manager Resume
- Produce monthly financial LBEs showing actual vs fcst spend
- Progress reporting and change management processes
- Definition of program, tools, workflow and reporting within work-streams
- Manage project budget including project margin
- Creation of proposals and customer consulting
- Create professional presentations and documentation for recurring project status, health, accomplishments, key issues, and next steps
- Drive preparation of yearly budget and quarterly forecast development for the supported functional areas
- Gather relevant data from financial systems for analysis (SAP/ERP, SAP/BW, etc.)
- Produce ad hoc analysis and reports as required
10
Experience For SAP Financial Project Manager Resume
- Lead development of operative and mid-term plans with relevant CoCe managers
- Communication skills that clearly present ideas, theories, and technical financial information to executives, operational, and managerial staff, both formal and informal
- Agile or Waterfall methodology project experience
- Strong analysis, design and implementation exposure with a focus on application development
- Successful history of analyzing customer requirements, evaluating new or existing technology, presenting recommendations, and determining implementation schedules for new or enhanced systems or applications
List of Typical Skills For a Financial Project Manager Resume
1
Skills For Senior Financial Project Manager Resume
- Proven leadership skills with the ability to make consistent, sound and effective decisions with minimal direction and a positive outlook
- Strong verbal and written communication skills with a customer-centric and front-line staff perspective
- Recent experience preparing and delivering oral/written presentations in a clear and effective fashion
- Demonstrated experience managing a portfolio of complex initiatives that spans multiple lines of business including ERP
- Previous experience within or knowledge of professional services within the engineering and design industry considered a strong asset
- Strong knowledge, understanding and experience with ERP functionalities within multi-sized project environment
- Collaborate and interact effectively with all levels of staff and management, on and off-site
- Fluent French, Portuguese, or Spanish language skills
- High analytical skills, synthetic, 'big picture' dimension
2
Skills For Financial Systems Project Manager Resume
- Work effectively with cross-functional partners
- Strong experience with integration with SaaS and cloud applications
- Prior Financial Systems PM experience
- Provide leadership and effectively communicate project status to all stakeholders
- Demonstrated experience in delivery of business change projects in a business/operational environment
3
Skills For Project Manager, Financial Operations Resume
- Accounting, AP and AR experience
- Supporting the effective delivery of requirement efforts
- Experience with financial analysis, financial reporting, cash flow analysis, budget development, and forecasting
- Experience in Agile development including coaching on agile methodologies
- Good understanding of Business processes and Accounting principles
- Demonstrates a commitment toward meeting and exceeding the needs of our customers and consistently adheres to
4
Skills For Senior Project Manager, Financial Capability Resume
- Experience with managing projects and interfacing with delivery teams
- Strong scope management (numerous projects are funded with somewhat vague scope, requiring an ability to extract critical information)
- Experience working with public and/or private donors
- Field experience especially in developing countries
- Professional, recent experience in the accounting or finance discipline with knowledge of IT or software product development industry
- Experience working in the financial services and other sectors
5
Skills For Financial Project Manager Dublin Resume
- Responsible for verifying all Subcontractor and Vendor costs prior to the distribution of subcontractor agreements, purchase orders and change orders
- Previous experience in Finance Operations and/or Finance Transformation work including work in Shared Services Centers
- Experience in a Leadership and/or Supervisory role
- Strong understanding of life, health and annuity insurance products, accounting, and financial reporting
- Provide excellent customer service to project stakeholders
- Excellent knowledge of the payments industry (at least 3 years, preferably 5 years), optional on ATM solutions
6
Skills For Senior Project Manager Financial Services Resume
- Significant IT experience, preferably in financial services
- Analytical and organizational skill
- Teamwork and good communication, personal commitment and self-motivation
- Excellent user of Excel and Power-point
- Application implementation and development experience in at least three PeopleSoft Financials modules (noted above)
- Experience using or managing Oracle EBS or equivalent ERP system
7
Skills For Clinical Financial Project Manager Resume
- Accounting process analysis and system design experience
- Experience driving projects with senior business leaders
- Previous government contract experience
- Experience with Government Regulations
- Able to work independently Solid work ethic with a desire to exceed client expectations
- Extensive experience with POC and T&M methods of revenue recognition
- Evidence of exceptional ability in project management
- Developing an in-depth understanding of each service offering
8
Skills For Project Manager / Financial Analyst Resume
- Developing an in-depth understanding of the current financial management processes, procedures, and applications to perform the supporting business operations
- Ensuring project closure including completion of lessons learned and required documentation
- Invoicing/Purchasing – Battelle and subcontractor labor
- Understanding of the difference between contracts and cooperative agreements and their relevant terms and conditions
- Ensuring proper operations turnover with impacted functional areas and Release Management
- Considering metro-Atlanta Candidates Only!
- Budgeting – labor hours, consumables, relocation and travel
- Developing in-depth understanding of underlying data, data structures, and business uses of data
9
Skills For Financial Systems Senior Project Manager Resume
- Maintaining current status of IT financial assets with ability to provide on-demand updates to IT leadership and central finance administration
- Defining the project charter, roles, tasks, milestones, budgets and measures of success to support the business case
- Developing project estimates and plans to manage the end-to-end project execution
- Develop and maintain various financial reports (including global sales dashboards) for forecasting, trending, budgeting and results variance analysis
- Resource management - managing hiring requests and approvals against budgets, forecasting, contract/contractor management
- Ensure successful go-live implementation of projects by identifying and managing end to end testing and implementation tasks
10
Skills For SAP Financial Project Manager Resume
- Manage/coordinate client authorizations for key position hiring, staff travel, and purchasing in conjunction with the Contracting Officer/Specialist
- Manage subcontracts (budgeting, invoicing, staffing, performance, etc.)
- Creative approach to problem-solving with the ability to focus on details while maintaining the "big picture" view
- Aware of and sensitive to working in multiple socio-economic settings and with multi-cultural groups in a developing country environment
- Provide forecasting estimates to assist in future budgeting and resource requirements
- Manage project resources, including professional services and other company resources participating in the project
- Support with identifying and resolving issues / conflicts within the project team
- Assist project team on other initiatives where required including managing small to medium sized initiatives
- Comprehensive knowledge of loan programs, including but not limited to, 7(a), 504, disaster home and disaster business loans, microloans, and SBIC programs
List of Typical Responsibilities For a Financial Project Manager Resume
1
Responsibilities For Senior Financial Project Manager Resume
- Support several large-scale, complex projects (duration >1 yr., budget >$ 1M) in line with various customer’s long-term strategies and objectives and with significant impact on Verizon Finance and IT landscape (line of sight >2 yrs.)
- Experience with SharePoint content management and publishing
- SAS, SQL or other programming experience
- Experience working in a highly collaborative environment
- Financial analysis experience on large projects
- Software project management experience
- Experience managing cross-divisional projects and professionals in a complex environment and the ability to drive results
- Develop financial models for cost sharing among Health System stakeholders and present to leadership for review, seeking approval and oversee implementation
2
Responsibilities For Financial Systems Project Manager Resume
- Success managing other Project Managers or Business Analysts, working within a highly matrixed organizational structure and within a large PMO structure
- Serve as NeighborWorks’ relationship liaison to grantees and counseling agencies
- Maintain detailed project documentation including status reports on project process
- Participate in key benchmarking studies and analyses
- Make recommendations and implement enhancements to best practices for requirements gathering and documentation to improve overall project quality
3
Responsibilities For Project Manager, Financial Operations Resume
- Manages projects involving multi-disciplinary teams
- Working knowledge of standard Microsoft Office software
- Background in financial analysis/accounting
- Knowledge of Financial Products (Fixed Income, Equities, Derivatives), within the Broker-Dealer and/or Investment Banking industries
- Manage further developments of ATMfutura MVS by Engineering based on new bank requirements
- Manage additional business opportunities in the context of ATMfutura MVS (like security extensions, monitoring, cash management, etc.)
- Familiarity with ITIL v3 or V4 is advantageous
- Agile Certified Scrum Master (CSM)
- Project management
4
Responsibilities For Senior Project Manager, Financial Capability Resume
- Leading activities required to maintain and complete all project documentation. Obtains appropriate level of approval for all project documentation assigned to ensure understanding of expectations among all stakeholders
- Working with Program Manager and Functional Manager(s) to select core project team and communicate staffing plan; present and gain approval from IT Leadership; execute on staffing plan
- Conducting project / phase kick-off meetings to communicate individual roles and project expectations and ensure that all project team members have the tools and training required to perform effectively
- Holding project team members accountable to on-time completion and quality of project deliverables and milestones
- Managing day-to-day activities of project team members proactively identifying and resolving issues that would present a risk to on-time implementation of the program / project
5
Responsibilities For Financial Project Manager Dublin Resume
- Establishing and maintaining working relationship across technology and business partners as appropriate: Business Planning Manager, Enterprise Program Manager, IT Project Managers, Resource and Vendor Managers
- Oversee and direct unit workload/priorities. Ensure clear unit accountabilities exist
- Participated in process improvement activities and demonstrated ability to understand business challenges and to translate them into solutions
- Through sharing technical expertise in functional area, coaches, develops, and influences others
- Manage processes that control/monitor of key drivers to achieve business goals
- Evaluate, analyze, and present financial information relative to plans and goals, benchmarks, and other data to senior management
- Develop and implement strategic direction and policy within area of responsibility
6
Responsibilities For Senior Project Manager Financial Services Resume
- Ensure unit has resources necessary to perform functions
- Knowledge of SAP Solution Manager & Service Desk
- Recommend efforts that can assist in the success of the grant project. Document lessons learned at project’s end to enhance NeighborWorks’ ability to implement similar projects or respond to similar requests to design and administer new projects in the future
- Assume Project Director’s responsibilities in their absence
- Execution of financial and performance management of all service offerings; oversight of accounting and asset management and assurance of compliance with university policies and procedures
- Approval of financial transactions, including journal entries and invoices, with a solid base of financial management acumen and financial analytical capabilities
- Developing future state and refinement of current state service cost models and rate structures in alignment with annual budget and multi-year fiscal submissions
- Gathering and documenting functional requirements, and translate requirements into solutions that support business priorities and provides a high quality user experience
7
Responsibilities For Clinical Financial Project Manager Resume
- Leading end-to-end project management, oversight and communications for all current and future service offerings
- Compliance with standards, best practices, and policies defined for the team as well as identifying opportunities for process improvement for service offering transparency
- Coordinate Annual Operating Plan budgets for subsidiary health plans
- Lead financial analysis for corporate wide health plan projects
- Maintain budget information and perform analysis for Corporate Health Plan Operations
- Work closely with Corporate Health Plan Operations and various subsidy health plans on assigned projects
- Conduct facilities lease evaluations
- Coordinate cross-functional meetings with various functional areas to meet overall stakeholder expectations and company’s objectives
- Provide functional and technical knowledge across multiple business and technical areas
8
Responsibilities For Project Manager / Financial Analyst Resume
- Weekly/Monthly Billings – Assist PD’s and PM’s to instruct billings
- Issue weekly and monthly reports to the Project Director’s to ensure accurate productivity levels are maintained for their teams and to keep them informed re project profitability
- Meet with product managers and/or business stakeholders to discuss, understand and capture requirements including project success criteria
- Utilize best practices for financial controls and results
- Experience with traditional financial management practices such as estimation, budgeting, controls, resource allocation, scope management, change management, risk management escalation, etc…
- Manage client projects; manage client expectations, communicating status to client management regularly; define issues and manage to resolution as appropriate to support 100% customer satisfaction
- Provide functional leadership on client engagements, assuming overall project management responsibility for success of the implementation
- Communicate project status accurately to client and management
9
Responsibilities For Financial Systems Senior Project Manager Resume
- Expert level proficiency in project management methodologies and software tools, such as MS Project
- Lead a project to set system and process methodologies around contract cost and revenue recognition, aligning finance teams on ETC, EAC , project budgeting and set-up – identifying, standardizing and harmonizing best practices
- Act as a financial technical resource and subject matter expert for Project Financial Controllership objectives and initiatives within WSP
- Propose roles and responsibilities RACI matrix with the PMO for optimal project execution and oversight across business lines and service delivery models
- With the PMO, lead project to identify different needs for process control of smaller projects across diverse delivery models across Canada
- Experience in a Senior Project Controller or Business Controller in a multi-sized project environment within the engineering consulting, construction or related industry
- Project management background in a matrix organization
10
Responsibilities For SAP Financial Project Manager Resume
- Communicate with fluency in French and English, with the ability to clearly communicate and influence in both languages
- Ownership of identified areas of opportunity to streamline expense line items
- Report generation and weekly presentation to stakeholders
- Project management from initial cost model through project sunset
- Manage relationships with customers
- CAMS Certification or ability to pass CAMS exam
- Proactively manage changes in project scope, identify potential problems and devise contingency plans from a cost perspective
- Support PM with development and delivery of monthly project reports, customer progress reports, customer change proposals and presentations to management, as well as internal / external customers
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