Fiscal Manager Resume Sample
Blair Larson
584 Krajcik Drive,
San Francisco,
CA
+1 (555) 504 1337
Work Experience
Fiscal Manager
02/2018
-
PRESENT
Dallas, TX
- Prepares Single Audit Report for Mayor’s Finance
- Reviews and signs checks for Sheriff’s Trust Fund Accounts
- Apply general accounting principles and budgeting practices
- Understanding of auditing standards and regulatory compliance
- Working knowledge of Banner
- General computer knowledge including proficiency in word processing and spreadsheets (e.g., Word and Excel), and an understanding of database software concepts
- Conference/event planning experience
- Demonstrated ability to work independently and with limited supervision
- Collaborate on development of grant proposals and reports
Admin & Fiscal Manager
05/2011
-
11/2017
New York, NY
- Demonstrated ability to prioritize and manage multiple projects in order to meet deadlines
- Demonstrated proficiency with computer hardware and software
- Maintains division’s budgets and a billing system; monitors cash flow and fund balance
- Processes and/or supervises agency payroll and personnel actions
- Coordinates facilities issues for the agency
- Develops management systems that measure and monitor decision and section costs, revenue generation and projections, and fiscal efficiencies
- Prepares and monitors annual expense and revenue budgets. Compiles and monitors budgets. Prepares interim budget adjustments for personnel, operations, and project budgets
- Oversees the accounts receivable, accounts payable, asset tracking, long-term debt or capital lease, payroll, and purchasing functions
- Supervises staff which includes hiring, orienting, training, assigning and reviewing work performance, annual work performance appraisals, and discipline
Tax & Fiscal Accounting Manager
03/2006
-
11/2010
Phoenix, AZ
- Tracks costs and fees for correct billing and costing for contracts
- Processes journal entries and performs monthly reconciliations
- Manages accounting functions for grant funds. Monitors receipts and expenditures of grants and contracts. Prepares the annual single audit and other grant schedules
- Acts as the division's fixed and controlled asset manager
- Progressively responsible fiscal management level experience
- Demonstrated experience working with standard administrative procedures and accounting principles, practices, and techniques
- Prepares Division monthly budget monitoring summary reports
- Prepares, administers, monitors Division Administration budget
Education
Herzing University - Kenosha Campus
2001 - 2006
Bachelor's Degree in Business
Professional Skills
- Strong mathematical and financial computational skills; excellent written and verbal communication, organizational, and analytical skills
- Strong analytical, budgeting, organizational, interpersonal, and diplomacy skills
- Strong communication skills, including developing external communication documents for a wide range of audiences
- Experience working in French speaking West Africa and experience working in Senegal is an advantage
- Experience working in similar countries. Experience working in Sri Lanka is an advantage
- Advanced Excel skills to include pivot tables, vlookup, trending and forecasting
- Demonstrated experience with preparing and editing financial reports
How to write Fiscal Manager Resume
Fiscal Manager role is responsible for advanced, compensation, finance, credit, training, database, procurement, auditing, purchasing, payroll.
To write great resume for fiscal manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Fiscal Manager Resume
The section contact information is important in your fiscal 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 Fiscal Manager Resume
The section work experience is an essential part of your fiscal 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 fiscal 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 fiscal manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Fiscal Manager resume experience can include:
- Demonstrated experience with fiscal project management, including data collection/management and compliance oversight
- Providing excellent service to MSU faculty, staff and students by being proactive in avoiding and resolving problems
- Experience with grant budgeting and accounting principles, including reconciliation, budget implementation, and compiling data into reports
- Experience applying and interpreting applicable institutional, local, state, and federal regulations and related standards, guidelines, and policies
- Five (5) years of experience in budgeting and fiscal operations, to include two (2) years of management or supervisory responsibility
- Experience with grants.gov and extramural granting agencies
Education on a Fiscal Manager Resume
Make sure to make education a priority on your fiscal manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your fiscal 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 Fiscal Manager Resume
When listing skills on your fiscal 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 fiscal manager skills:
- Delegate and to effectively manage and complete multiple projects with varying levels of complexity and priority
- Understand existing programs and policies and recommend alternative methods to operate more effectively and efficiently
- Good communication and influencing skills; able to communicate clearly in order to deliver information and recommendations
- Experience coaching and developing people and building effective teams
- To express ideas clearly and effectively, orally and in writing
- Supervise effectively and maintain positive working relationships
List of Typical Experience For a Fiscal Manager Resume
1
Experience For Admin & Fiscal Manager Resume
- Progressively responsible experience with budgeting, accounting, and reporting
- Experience developing data collection instruments related to reviewing completed work of others to verify eligibility and adherence to deadlines
- Knowledge and experience working with the USDA and Uniform Guidance (federal) regulations as well as university and state regulations
- Seven (7+) or more years of financial experience in a University campus environment
- Experience in UCSD Faculty Compensation
- Extensive work experience in financial management systems required
- Extensive work experience in procurement required
- Assisting project awardees with new grants, budgets and invoicing, and budget modifications
2
Experience For Fiscal Agent Manager Resume
- Establishing and revising contracts with grant awardees
- Reviewing and approving requests for payments, requests for no cost extensions, and other actions relative to the management of the sub-accounts
- Attending WSARE regional meeting that might require in-and-out-of-state travel
- Setting up deductions and payroll adjustments
- Ensuring UM and Affiliates comply with USCIS requirements for Employment Eligibility requirements through I-9 verification and E-Verify requirements
3
Experience For Tax & Fiscal Accounting Manager Resume
- Supervises staff, which includes hiring, orienting, training,assigning and reviewing work performance, annual work performance appraisals, and discipline
- Provide on-going budgetary support and tutoring/mentoring to sub-awardees
- Manages fixed and controlled assets by performing annual inventory and monitoring the transfer of surplus property
- Manages the accounting functions to ensure proper control and recording of financial transactions
- Assists in developing departmental policies and procedures which affect budget, accounting, and other financial transactions
- Manages continuous improvement of internal accounting and administrative controls for the safeguarding of the City's assets
4
Experience For Fiscal Performance & Accountability Manager Resume
- Provides technical guidance and direction, and coordinates training for departmental staff on an on-going basis
- Verifies availability of funds before approving/issuing purchase documents
- Ensure all spending meets donor and MSU policies and accounting regulations
- Understand and identify trends in errors noted during reviews, and work with appropriate teams to prevent ongoing issues
- Monitors and tracks Division revenue, including grants
- Develops reporting methods and prepares Division Service Level and Volunteer summaries
- Develops, Prepares & Analyzes Division monthly budget monitoring summary reports
- Assists in developing financial plans to acquire revenues to cover the department's operations, debts, and major construction projects
- Serves as liaison among divisions, departments, and outside groups having an interest in financial matters
5
Experience For Assistant Fiscal Manager Resume
- Manages the development of financial analysis and advises on forecasting of revenue and expenditures
- Assists in contract negotiations and manages contracting functions and claims resolutions
- Gain insight in the market and supply chain strategies to enable better forecasting and execution of the group’s tax strategy
- Design and maintain reporting package of aITBV’s legal P&L
- Ensure smooth operation of day to day business by taking on ownership for related actions
- Performs periodic internal audits of revenue receipting procedures
- Knowledge of grant funding and grant policies
- Ensures funding sources are correct and authorized and amounts are correctly proportioned on all purchase documents
6
Experience For Portfolio Manager, Fiscal Sponsorship Resume
- Researches and resolves any discrepancies during reconciliation by coordination with Accounts Payable, the budget office and various departments
- Advanced proficiency in Microsoft Excel including pivot tables and advanced functions; familiarity with data query tools is helpful (Access, SQL)
- Prepares year-end budget reports for management to ensure budget compliance
- Prepares all Division journal entries for approval by Fiscal Manager
- Administers Division purchase card system for all employees
7
Experience For Fiscal Services Manager Resume
- Prepares monthly cash receipts reports for Division management
- Prepares AFIN/Cash receipts reconciliation for management review
- Reviews imprest account reconciliations for correctness
- Manages District Attorney's collection process
- Reviews and signs checks and reimbursements for Divisions contractor accounts
- Serves as a backup for the independent contractor's account
- Develop and maintain a system for financial analysis and regular reconciliation
- Prepare and review complex financial reports (in many cases requiring cost share information, correlation to technical performance, and/or forecasts and projections), statements, and invoices that comply with all regulatory requirements and industry standards
- Review and analyze cost sharing/matching, property management and procurement standards for federal regulatory compliance
8
Experience For Administrative & Fiscal Manager Resume
- Identify changing regulations and requirements as well as properly recognize unusual trends and/or transactions for further review
- Manage the timely submission of reports and invoices to satisfy institutional cash management needs and regulatory compliance
- Review, interpret and approve/deny budget reallocation request, and request to extend performance period
- Analyze cash flow, manage Letter of Credit balances
- Manage the closeout of sponsor projects, including request approval from agency for carry-over of funds, invoicing, reporting, establish record retention date, etc
- Reviews division checking account reconciliations for correctness
- Conduct new award review meetings with PI, departmental and college representatives and C&G Compliance Specialist
- Prepares, administers, and monitors Division Administration budget. Prepares monthly summary reports
- Prepares Division journal entries for approval by Fiscal Manager
9
Experience For Student Union Fiscal Manager Resume
- Projects, monitors and tracks Division revenue and expenditures
- Prepares Peoplesoft/ArtTix receipt reconciliation for management review
- Reviews checks and reimbursements for Divisions contractor accounts and event settlements
- Prepares Single Audit Report for Mayor's Finance
- Reviews and signs checks for Sheriff's Trust Fund Accounts
- Administers and manages the fiscal operations division
- Assists in the preparation of the fiscal budget and monitors all expenditures of the department
10
Experience For Manager Fiscal Affairs Resume
- Reviews the department's ordinances to be submitted to City Council
- Manages customer service function responsible for collection of fees and rates
- Assists in adherence to all applicable fiscal policies and procedures
- Coordinates the completion of major special projects as directed by the Department Fiscal Administrator
- Support the year end audit and fulfillment of auditor requirements
- Oversee tight management of hiring pools and records in our applicant tracking system and constituent database (both SalesForce platforms). Handle and own data entry and upkeep in a timely manner. Support hiring managers with position management through our human resource information system (WorkDay)
- Provide logistical management of staff development opportunities (reserving and setting up space, coordinating food and materials, creating schedule of events, managing RSVP’s) including regional on-boarding and for all-staff gatherings
- Create the method to conduct analysis of data from hiring and on-boarding experiences to identify trends and impact future strategy and rolling up data and trends to impact ongoing onboarding
- Along with the Managing Director, Talent Strategy and as needed, manage the logistics associated with annual and seasonal staff hiring (including resume screening, drafting job descriptions, conducting initial interviews, coordinate staff interview logistics)
List of Typical Skills For a Fiscal Manager Resume
1
Skills For Admin & Fiscal Manager Resume
- Demonstrated significant experience setting up financial management operations
- Advanced ability to effectively present complex finance related information both verbally and in writing in a clear and concise manner. Attention to detail
- Effectively communicate ideas and information clearly and concisely in public or one-on-one
- Advanced SAP skills to include SAePS (San Antonio E-Procurement System)
- Excellent knowledge of accounting principles and transfer pricing
- Experience preparing/monitoring Budgets
- Assist in management of multiple assignments while balancing competing priorities with attention to detail
- Experience working at the university level with grant programs
- Previous working experience on projects financed by international donors or development agencies (MCC, USAID, World Bank, Global Fund or others)
2
Skills For Fiscal Agent Manager Resume
- Experience working on projects in the policy stability development, access to land and/or transport sectors is desirable
- Knowledge of the HSCP and requirements for good standing
- Extensive work experience in fiscal management or accounting required
- Additional years of experience with financial analysis and reporting
- Experience/knowledge of Cost Accounting
3
Skills For Tax & Fiscal Accounting Manager Resume
- Formulate and identify effective solutions to problems and challenges
- Demonstrate advanced proficiency with computer hardware and software
- Demonstrated technical expertise in grants and contracts, especially federal
- Knowledge and experience of project-based financial management, grants management, contract management, and procurement procedures would be an advantage
- Understanding of the principles and practices of governmental accounting; exceptional knowledge of concepts and principles of strategic planning
- Budgeting, general and managerial purchasing principles, methods and techniques
- Accounting certifications such as ACCA, CA or CPA, or equivalent specialized training
- Training of newly-hired Fiscal Managers to ensure adherence to office standards and procedures
- Fluency in English – reading, writing, and speaking
4
Skills For Fiscal Performance & Accountability Manager Resume
- Possess knowledge of standard business operations, inventory management, ordering and pricing, sales, and marketing
- Of financial and budgetary processes and systems including but not limited to purchasing and accounts payable procedures
- Active participation in accounting and budget analysis of payroll data including encumbrance data
- Reviews permanent and temporary staffing plans for future fiscal years for appropriateness and accuracy
- To analyze technical and administrative problems, to make sound recommendations for their solution, and to prepare working solutions
- Knowledge of the principles and practices of budgeting and financial management
5
Skills For Assistant Fiscal Manager Resume
- Possess knowledge of Generally Accepted Accounting Principles (GAAP)
- Knowledge of automated financial and accounting systems
- Knowledge of planning and research principles, practices, and procedures
- Analyze and evaluate accounting and financial problems, documents and reports
- Familiarity with state and federal regulations including OMB Uniform Guidance Circular
6
Skills For Portfolio Manager, Fiscal Sponsorship Resume
- Manages and oversees the agency's fiscal operations for accounting and financial processes
- Develops and manages budgets for various cost centers; pulls monthly financial reports for the cost centers
- Develops and implements policies and procedures related to financial
- Plans, develops, organizes, evaluates, and manages fiscal operations to ensure accurate financial reporting and proper allocation and processing of expenditures to include maintaining compliance with University, federal, state, and local government funding policies and administrative requirements
- Responsible for maintaining financial records for all department activities and preparing monthly reconciliation reports for all the cost centers as per university guidelines. Process budget transfers as needed
- Reviewing and approving payments or other processes as needed
7
Skills For Fiscal Services Manager Resume
- Develops and implements policies and procedures related to financial management or special projects
- Prepare monthly financial statements, primarily income statement and balance sheet
- Prepare financial projections and ad hoc reports as needed
- Manages and maintains records for all inventory
- Ensures timely and accurate administration of payroll, timesheets, certification, leave administration, etc
- Provides the College of Business Senior Academic Administrative Manager and the Assistant Dean of Fiscal Administration with the yearly budget for recurring programs and salaries
- Advises unit administrator concerning business operations and funds available for programs and department
- Balance and Maintain complex accounting records
8
Skills For Administrative & Fiscal Manager Resume
- Prepare budget to actual comparisons
- To establish and maintain effective working relationships with employees, other police personnel, City employees in other departments, other City officials, members of other criminal justice agencies, and the general public
- Build consensus among individuals and organizations representing different groups and diverse interest
- General, governmental and cost accounting principles, methods and techniques
- State Budgetary processes and Accounting Procedures
- In the operation of standard office equipment. In the operation of a personal computer
- Work closely with senior management to develop administrative and financial policies and procedures
- Managerial principles and techniques
9
Skills For Student Union Fiscal Manager Resume
- Business administration and organizational principles and techniques
- Perform financial analysis and interpretation
- Act independently and use sound judgment
- Organize workload and paperwork
- Follow County policies and procedures
- Comprehensive knowledge of economic and current business issues
- Considerable knowledge of program administration and management
- Comprehensive knowledge of federal and Arizona statutes and rules/regulations related to accounting and procurement practices, the Arizona Accounting Manual and the Arizona Procurement Code
10
Skills For Manager Fiscal Affairs Resume
- Thorough knowledge of accounting and purchasing practices and procedures
- Proficient in Microsoft Office, Quickbooks, and Google applications
- Proficient in internet/web systems (e.g. Safari, Firefox, etc.)
- Possess knowledge of general office equipment, personal computers, copiers, and scanners
- Carry out assigned tasks and projects without close supervision
List of Typical Responsibilities For a Fiscal Manager Resume
1
Responsibilities For Admin & Fiscal Manager Resume
- Transfer knowledge and skills to entities in country regarding financial and grants management systems and internal controls used by the Fiscal Agent office
- Demonstrated experience in complex fund management, purchasing, disbursements, revenue receipt management and material management
- Authorizing expenditures and purchase orders concerning WSARE program activities
- Quarterly and annual reporting for Federal and State agencies, including W2s, 1095s, 1042s, W2Gs, 941, 945, 1094 and related state reports
- Develop, implement, and ensure adherence to (1) generally accepted accounting principles and practices; (2) IRS regulations in regard to fringe benefit identification and taxation and designing and implementing systems to capture this data on campus
- Reconciliation of 100 different payroll liability accounts, ensuring all accounts are clearing as appropriate
- Review of foreign national withholding taxes and tax reporting requirements
- Advanced knowledge and understanding of internal control practices and their impact on protecting University resources
2
Responsibilities For Fiscal Agent Manager Resume
- Data entry, summary of data, processing and verification of data from the Banner HR Module into the Finance Module
- Data maintenance - Identify, analyze, and correct data errors
- Prepare specialized reports for UM and Affiliate users, regulatory agencies, and third parties
- Use of Access or SQL to prepare ad hoc reports for users as well as data review
- Approve, review and process manual checks for: extra compensation, EFT rejects, retroactive wage payments, and wage adjustments
- Preparation of fiscal year end transaction entries, footnotes, and accruals/deferrals
3
Responsibilities For Tax & Fiscal Accounting Manager Resume
- Ensure that all withheld liability amounts promptly transmit to the correct payroll vendors and creditors
- Prepare retirement/pension footnote and leave liability report for financial statements
- Supervise two 1.0 FTE classified staff members - Payroll Accountant & Payroll/Benefits Technician
- Prepares and monitors annual expense and revenue budgets. Compiles and monitors budgets. Prepares interim budget adjustments for personnel, operations, and capital project budgets
- Performs research, analysis, and planning on various fiscal issues. Prepares and presents reports, studies, analyses and recommendations. Monitors and ensures compliance with Salt Lake County policies and procedures throughout areas of assigned responsibility. Ensures fiscal compliance with generally accepted accounting principles
- Participates in negotiating resident/tenant leases, monitors contracts on an on-going basis; tracks and evaluates costs and revenues of event settlements; participates (or supervises) as CFA's fiscal representative at event settlements
- Oversees capital improvement and major maintenance budget requests for Center for the Arts; tracks expenditures against approved budget. Acts as the division's fixed and controlled asset manager
4
Responsibilities For Fiscal Performance & Accountability Manager Resume
- Oversees and supervises ArtTix fiscal operation, including assisting in developing fiscal control policies and procedures
- Ensures all CFA balance sheet, revenue, and expense accounts are properly reconciled to independent data and to County General ledger; financial statements are prepared and submitted monthly. Processes or supervises journal entries
- Develops, implements, and reviews CFA procedures for receiving, recording and depositing monies; establishes, manages, and audits imprest funds
- Oversees the accounts receivable, accounts payable, asset tracking, and purchasing functions
- Assists in evaluation and implementation of accounting systems and software
- Performs as the budget officer by compiling divisional budget requests to prepare the department's budget request; supplemental programs and equipment requests; and transfer of funds requests
5
Responsibilities For Assistant Fiscal Manager Resume
- Performs as the fiscal manager by monitoring department expenditures, revenues, and reserves
- Maintains financial records and deposits funds including but not limited to those received from the courts, forfeiture, and various fees
- Manages and oversees multiple higher-level organization fiscal operations for accounting and financial processes
- Performs as department procurement card administrator; responsible for monthly reconciliation of all department procurement card accounts
- Acts as liaison with the City's Finance and Budget Departments
- Approves requisitions and purchases
- Coordinates major purchases for equipment such as radios, vehicles, uniforms, and computers
- Provides supervision to the Fiscal Services Unit
- Manages agency payroll and personnel actions
6
Responsibilities For Portfolio Manager, Fiscal Sponsorship Resume
- Identifies, plans, and implements fiscal and administrative goals and objectives for the agency. Develops strategies for the successful achievement of goals and objectives
- Coordinates agency disaster preparation and continuity of operation plan
- Develops management systems that measure and monitor decision and section costs, revenue generation and projections for multiple funding types, and fiscal efficiencies
- Manages annual expense and revenue budgets. Compiles and monitors multiple high dollar budgets. Prepares interim budget adjustments for personnel, operations, and project budgets
- Acts as the division liaison for internal and external audits
- Oversees the accounts receivable, accounts payable, asset tracking, long-term debt or capital leases, payroll costs, and purchasing functions across multiple funds, proprietary funds, or both
7
Responsibilities For Fiscal Services Manager Resume
- Supervises multi-level staff which includes hiring, orienting, training, assigning and reviewing work performance, annual work performance appraisal, and discipline
- Ensures division's fiscal operations are in compliance with applicable rules, regulations, statutes, laws, policies and generally accepted accounting principles for governmental accounting by implementing and reviewing internal controls and performing verification and review procedures
- Manages tracking and accounting for Capital Projects
- Manages Proprietary funds and complex fee structures for full cost billing
- Performs in-depth analysis for complex journal entries and monthly reconciliations
- Manages accounting functions for high dollar grant funds. Monitors receipts and expenditures of grants and contracts and prepares the annual single audit and other grant schedules
- Acts as the division's fixed and controlled asset manager. Supervises multiple sites cash handlers and Capital & Controlled Assets Locations
- Oversees records/archive management and contract administration
- Manages office website and subsystems
8
Responsibilities For Administrative & Fiscal Manager Resume
- Establish and implement internal control mechanisms, which provide reasonable assurance to accomplish objectives related to the reliability of financial reporting, compliance with laws and regulations, and effectiveness and efficiency of operations
- Administration of grant awards and daily accounting operations involving the award management for Western SARE Chapter 1 and Chapter 3 programs, total of seven programs
- Reconciliation of project budgets
- Checking and reviewing that all proposal budgets and allowable expenditures are consistent with the WSARE call for proposals and Montana State University requirements
- Demonstrated experience with contract management
- Experience with spreadsheet, word processing, database, and email software (list software used and provide examples), with an eye towards establishing and maintaining detailed record keeping systems
- Prepares and manages QuickBooks “shadow” accounting system to provide real-time budget information
9
Responsibilities For Student Union Fiscal Manager Resume
- Knowledge in the procedures necessary to perform assigned managerial/supervisory tasks
- Ensures administrative activities are coordinated among parties and result in management having the information and resources needed to make management decisions
- Monitors and prepares reports for project and operating budgets weekly/bi-weekly to appropriate management staff
- Advises Executive Director on fiscal policies and budget status
- Plans and coordinates with Budget Office, Executive Director and other appropriate staff to determine appropriate fiscal allocations
10
Responsibilities For Manager Fiscal Affairs Resume
- Provides timely and accurate data entry to QuickBooks program
- Provides monthly reconciliation of departmental fiscal system to agency Banner system
- Provides input for fixed cost projections
- Manages daily activities of fiscal support team
- Interprets and implements agency and state policies and procedures for fiscal management by developing, communicating and monitoring policies and procedures for facilities management
- Manages daily activities of procurement support team
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