Manager, Financial Control Resume Sample
Kelly Price
5641 Marquardt Burgs,
Phoenix,
AZ
+1 (555) 494 7350
Work Experience
Manager, Financial Control
05/2018
-
PRESENT
Chicago, IL
- Assist in deliver an implement Finance projects that deliver process efficiency and enhanced control
- Change management to financial control and regulatory reporting processes to support new business initiatives. Provide inputs to functional specification and participate in user acceptance testing if required
- Strong understanding of accounting and regulatory disclosure standards related to Financial Institutions with respect to IFRS
- Strong business acumen and analytical thinker. Requires attention to detail
- Strong interpersonal skills; specifically able to act as change agent, facilitator and collaborator
- Highly developed communication, interpersonal and negotiation skills are considered necessary for the success of this role
- Handle technical queries related to SAP, RACE and other Barclays finance processes
- Review all balance sheet and income statement accounts and provide signoff in INFORM. IAR items to be documented and followed up timely
- Manage intercompany eliminations of Barclaycard on a monthly basis and be the point of contact between the Group Finance team and countries
Senior Manager Financial Control
09/2012
-
11/2017
Boston, MA
- Monitor country positions of monthly results with BP&A teams, setting up calls to discuss the results and manage expectations
- Reports to Director, Financial Control
- Product Control, Risk Management, Platform Financial Control, Head Office Statutory & Regulatory Reporting, & Front Office
- Overall responsibility of accurate and complete financial information for Canadian Banking’s Assets – including mortgages, loans & leases, investment securities and goodwill
- Preparation of full set regulatory returns for the Hong Kong Monetary Authority for a locally licensed subsidiary
- Daily monitoring of internal regulatory limits
- Drives the readiness to compliance with Basel III requirements
Senior Manager, Financial Control
07/2005
-
05/2012
Detroit, MI
- Preparation of statutory accounts and Finance pack for Board Meeting
- Head Office Requirements / Reports
- Financial and Statutory reporting
- Financial month end closing
- Balance Sheet Reconciliation including SOX sign off
- Transfer Pricing and recharges, including calculation, documentation and booking
- Liaise with external tax consultants and internal tax department to carry out the tax filing activities
Education
Northwood University - Florida Campus
2001 - 2005
Bachelor's Degree in Finance
Professional Skills
- Demonstrated leadership skills with both direct reporting relationships and partnering across the organization
- Excellent problem solving, communication, and organization skills
- Demonstrated experience in building strong relationship with internal and external stake holders
- Strong PC skills, with an emphasis on Excel. Previous exposure to Oracle General Ledger would be useful (but not essential)
- Strong teamwork and collaboration skills, ability to influence
- Strong stakeholder engagement, communication and analytical skills
- Excellent written and verbal communication skills: clear and concise communication style
How to write Manager, Financial Control Resume
Manager, Financial Control role is responsible for reporting, trading, training, finance, retail, insurance, negotiation, excel, articulate, analytical.
To write great resume for manager, financial control job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Manager, Financial Control Resume
The section contact information is important in your manager, financial control 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 Manager, Financial Control Resume
The section work experience is an essential part of your manager, financial control 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 manager, financial control responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular manager, financial control position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Manager, Financial Control resume experience can include:
- Confident and articulate communicator, with strong client service skills, and control/ risk awareness
- L Validate monthly GL information to ensure financial transactions are reported as per established accounting standards
- Validate monthly GL information to ensure financial transactions are reported as per established accounting standards
- Able to prioritise and manage multiple and competing deadlines faced by the team
- Strong attention to detail, with a reliable and flexible attitude
- Appropriate post qualified experience with exposure to superannuation products and statutory reporting, tax and regulatory compliance
Education on a Manager, Financial Control Resume
Make sure to make education a priority on your manager, financial control resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager, financial control 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 Manager, Financial Control Resume
When listing skills on your manager, financial control 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 manager, financial control skills:
- Demonstrated experience driving the delivery of financial reporting and analysis and control
- Significant demonstrated experience with statutory and regulatory accounting within a wealth management environment
- Team player with communication and influencing skills
- Accounting designation or relevant related work experience
- Management of staff, including planning and coordinating priorities and deliverables for the MLL finance team; and
- Significant experience in a similar role in financial markets and products and applying accounting knowledge
List of Typical Experience For a Manager, Financial Control Resume
1
Experience For Senior Manager Financial Control Resume
- Assists with improving processes by engaging with relevant stakeholders to find better solutions and making sure sufficient controls are in place
- Close interaction with fund accountants and trade booking team to ensure correct booking of Fund activities
- Close interaction with offshore Finance teams including coordination of weekly meetings to resolve outstanding queries in a timely manner
- Postgraduate accounting qualification - Chartered Accountant or equivalent is essential
- Act as a key contact for external and internal auditors and ensure that requested supporting documents and explanations are provided
2
Experience For Finance Manager, Financial Control Resume
- ACCA/CA/CPA or equivalent/ qualified
- Able to develop and manage relationships with management, traders, settlements and finance staff
- Able to work with team members across geographies
- Achievement / results orientated and able to work under pressure
- Financial management of the Banking and Financial Services (“BFS”) superannuation products ensuring complete and accurate financial, tax and regulatory reporting
- Completion of the year-end financial statement preparation, audit and lodgement for MLL including interaction with onshore and offshore finance teams, operations staff, auditors and the relevant business owners
- Prioritise tasks and be calm under pressure
- Legal Entity Controller for the MLL entity including management of capital, dividends and settlements of intergroup balances
- Monthly financial control oversight, including completeness and accuracy of statutory and business unit profit and loss and balance sheet, including reporting by Statutory Fund and Shareholders Fund
3
Experience For Senior Manager, Financial Control Resume
- Manage tax calculations and returns for an APRA regulated company including pools tax, current and deferred tax, annual income tax returns, etc)
- Responsible for implementation of the financial control framework including overseeing monthly Profit & Loss and Balance Sheet, reconciliations and understanding the process flows for booking key revenue lines and asset classification
- Preparation and review of monthly and quarterly Group Finance and Tax deliverables
- Contribute to ad hoc business aligned projects as required
- Assist with the Group audit process
4
Experience For Manager Financial Control Resume
- Assist with the LEC responsibilities including monthly review of Balance Sheet and Profit & Loss, quarterly and annual APRA returns, monthly tax calculations, and review of work prepared by a junior team member
- Ensure the delivery of the month-end close process to finalise Group consolidated financial results
- Experience within Superannuation
- Assist with financial control functions of other business areas as required
- To help transition tasks performed in Macquarie Asset Management Group for Macquarie Life Limited to other areas of the bank
- Process map current key processes and identify any risks and improvements
5
Experience For Assistant Manager, Financial Control Resume
- Work closely with the BFS offshore finance team to make sure they have sufficient knowledge of Macquarie Life Limited to take on new key processes
- Key relationship management with process owners to understand current procedures and any risks associated
- Interaction across the Financial Management Group to ensure tax and regulatory returns are completed on time and accurately as these processes transition between teams
- Close interaction with other onshore and offshore finance teams, front and back office staff
- Responsible for the preparation of disclosures and supporting analytics for Group external financial reporting requirements including the Quarterly Trading update, the Annual Financial Report and results announcement
6
Experience For Manager, Financial Control Wealth Management Resume
- Coordination and preparation for quarterly, half year and full year reporting periods, including process planning, capability management, process improvements and changes
- Review Group financial reporting results to ensure accuracy and completeness working in collaboration with regional and divisional finance teams
- Responsible for ensuring Group External Reporting Policy Guidance Notes and the Standard Operating Procedures are followed and undertake responsibilities outlined for the team in these notes and procedures
- Developing and governing the financial framework (structure and processes) to ensure the business units capture, report and provide accurate analysis of financials through to the Group on a monthly, quarterly and semi-annual basis
- Analysis of the financial information to provide the Head of Group External Reporting and senior management with valuable insight into business performance
- Review and monitor key processes in order to identify and implement process improvements to improve accuracy, reduce risk, simplify or reduce time
7
Experience For Assistant Manager Financial Control Erbb Team Resume
- Production of QAR responsibility files and agreement with divisional representatives
- Provide leadership, support and talent development opportunities for a team of financial control specialists
- Manage and review the completion of monthly account reconciliations
List of Typical Skills For a Manager, Financial Control Resume
1
Skills For Senior Manager Financial Control Resume
- Qualified or part-qualified accountant (depending on experience)
- Experience of finance operations/reporting/control (gained in industry or practice)
- Good understanding of the retail environment and construction
- Experience working with Microsoft Word, Excel, and Power Point
- Experience in Financial Institutions (FI) or in the FI group of public accounting firms
- Experience in working with Finance Departments in China
- Experience with Investran system or other portfolio tracking system asignificant asset
- Appropriate post qualified experience with exposure to statutory reporting, tax and regulatory compliance
2
Skills For Finance Manager, Financial Control Resume
- Experience with Big 4 international accounting firms (not essential)
- Prioritize and manage various activities concurrently
- Experience with systems maintenance for HFM would be advantageous
- Demonstrable experience with project and transition teams
- Strong knowledge of the RBC financial systems
- Excellent knowledge of RBC’s Financial Systems
- Experience in a Capital Markets or Bank Finance Department
3
Skills For Senior Manager, Financial Control Resume
- Experience in HKMA Returns and/or SFC Returns for Capital Markets Businesses
- Good knowledge on Basle III framework
- Good command in Mandarin
- Supporting resource management and development of the team, including support and/or participation in resource sharing
- Undertaking ad hoc work and investigation arising from stakeholder requests
- Building and actively managing relationships with stakeholders
- Driving operational excellence initiatives
- Working holiday visas encouraged to apply
- Managing relationship with Finance Risk & Control to ensure success delivery of QAR programme
4
Skills For Manager Financial Control Resume
- Managing a robust control framework for all processes within remit
- Supporting agreed funded and unfunded projects
- Supporting delivery of efficiencies and culture of continuous improvement
- Managing the regulatory returns process for MLL and there Superannuation Funds
- Lead a team of 2 staff, ensuring proper training, coaching and development of the team
- Maintain the QAR macro, including the QAR rules and running on a monthly basis for AOC Reporting
- Detailed and value adding analysis with regards financial planning activity, in line with central and internal timelines
5
Skills For Assistant Manager, Financial Control Resume
- Professional Accounting qualification (Chartered Accountant (CA) or Certified Practicing Accountant (CPA) or equivalent)
- Product Control, Performance Measurement, Operations, Hedge Accounting, Front Office, Head Office Statutory & Regulatory Reporting
- Manage the review, updating and tracking of all BoS, AOC Framework and guidance documents
- Exposure to banking/financial services sector would be particularly valuable (but not essential)
- Financial management, optimisation and control of the cost base comprising, in accordance with Group policies, governance and targets
- $124 billion in banking assets
- In-depth knowledge and expertise in financial control and external reporting
6
Skills For Manager, Financial Control Wealth Management Resume
- Relevant tertiary qualification in Commerce, Accounting or Business and a post qualification (CA, CPA or equivalent) is essential
- Technical competence in relevant financial and statutory accounting standards
- CPA/CA accounting qualifications or equivalent
- Preparation of financial disclosure and Finance pack for Board Meeting
- Statistical reporting to HK Statistical Department
- Supervise a junior team member for the preparation of regulatory reporting
- Support regulatory reporting function of the Bank to ensure statutory compliance
7
Skills For Assistant Manager Financial Control Erbb Team Resume
- Support financial control team to ensure that accurate, reliable accounting records are in place and produced on a timely basis
- Monthly financial and NIE commentaries for management reporting
- Evaluate SOD reporting process, find opportunities for improvements and discuss recommendations with the right parties.
- Product Control, Performance Measurement, Operations, Front Office, Head Office Statutory & Regulatory Reporting, Platform Financial Control
- Establish a centre of expertise for GL attestation in Insurance, ensuring controls and governance
- Provide sign-offs to the on G/L attestation, escalating issues as required and actively provide alternatives for resolution
- Assist with technical accounting analysis and implementation of new products
8
Skills For Manager Financial Control Derivatives Resume
- Provide advice to regional and divisional finance teams on external reporting requirements and disclosures
- Provide training and support on BoS, AOC Framework and QAR to divisional representatives as required
- Provide suggestions for continuous improvement of QAR process, leading the changes as appropriate
- Provide clear directions and expectations
- Financial governance and management of the Group Transformation cost base, with appropriate efficiency metrics
- Identifying, and acting as a catalyst to generate optimal financial/risk/service outcomes for the short and longer term. Promoting strategic discussions and options around Group Transformation into business divisions and group
- Supporting cost optionality and transformation for businesses supported by developing a deep knowledge of the bank and divisional strategies, third party supply arrangements and technology trends
- Simplification and improvement of financial processes
- $6.7 trillion in assets under custody
9
Skills For Manager Financial Control Wholesale Finance Resume
- $8.5 trillion in assets under custody/administration
- $942 billion in assets under management
- Operational knowledge of key financial systems (HFM, SAP)
- Detailed knowledge of WM businesses, products and systems would be an asset
- Position requires constant vigilance and attention to detail in a rules-driven environment as the financial results are included in RBC’s external reporting
- Exposure to Capital Markets products
- Knowledge of RBC financial systems and associated procedures
- Preparation and review of regulatory returns for the Hong Kong Monetary Authority for Hong Kong Branch
- Support financial control functions and ensure that accurate, reliable reports are produced on a timely basis
10
Skills For Manager, Financial Control, Macquarie Capital Resume
- Accurate and timely financial reports to senior management as requested
- Manage and supervise a team of 2-3 accountants for the preparation of financial control functions and ensure that accurate, reliable reports are produced on a timely basis
- Reports to Senior Manager, Wholesale Finance
- Reports to Associate Director / Director, Wholesale Finance
- Prepare monthly Standards of Documentation to support the Capital Partners & Legacy business and second level review of SOD’s prepared by other Canadian Branch FC teams
- Prepare applicable SOX and RBC EUC documentation to ensure compliance
- Ensure accurate and complete financial information for Insurance held assets and liabilities
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