Operations Professional Resume Sample
Bruce Bernier
838 Florence Pine,
Detroit,
MI
+1 (555) 202 8507
Work Experience
Senior Operations Professional
10/2016
-
PRESENT
Dallas, TX
- Strictly verify accuracy of information provided in the workflow request
- Department Helpdesk—Act as subject matter expert on Department’s system and procedures
- Contribute ideas and participate in UAT testing to streamline the department’s processes
- Maintain and ensure compliance with Dept. procedures & overall bank policies
- Document and update processes and procedures
- Conduct system training to business users
- Prepare daily reconciliations that are fully supported with source documentation in a standardized format
- Ensure the accuracy and timeliness of daily trade confirmations, settlements and customer reporting
- Strong dispute resolution and effective problem solving skills
Operations Professional
01/2012
-
09/2016
Los Angeles, CA
- Take a proactive approach with NYC Government contracts, finance and IT Managers regarding task orders, invoice processing and extensions to achieve the Experis goals of reducing AR past due balances
- Resolve invoice discrepancies to facilitate timely payment
- Resolve timesheet discrepancies and work with appropriate parties to resolve
- Maintain accurate knowledge of spend against client contracts and tasks orders
- Work with Experis to continually improve processes
- Gain frequent input from client regarding how Experis can improve its processes
- Review of QI documentation
- Assistance with regulatory reporting (ISA, OI, CRS, and QI returns)
Service Operations, Professional Asst
06/2009
-
07/2011
Phoenix, AZ
- Demonstrated customer service and continuous improvement focus
- Experience in the finance industry
- Ensure the timely receipt of client task orders, and taking decisive action when not received according to internal SLAs
- Tracking the registration of child contracts to task orders, and taking decisive action when not received according to internal SLAs
- Tracking the status of both task orders and child contracts in MS Excel to real-time stakeholder review
- Receiving weekly reports from the Experis back-office pertaining to invoice then create and maintain MS Excel spreadsheets to accurately track the status of invoices; billable, non-billable (with the root cause of the non-billable) as well as summary reports
- Manage a spreadsheet of active contractors and proactively work on getting extensions 90-days in advance of contractor termination dates
Education
Globe University / Minnesota School of Business
2004 - 2009
Bachelor's Degree in Accounting
Professional Skills
- Manages time and resources effectively through strong organization, multi-tasking, delegation time management and project management skills
- Excellent time management skills with proven attention to detail
- Excellent planning and organizational skills to ensure that work is completed efficiently
- Strong skills with MS Office Suite and software
- Proven customer service skills to create, maintain and enhance customer relationships
- Exceptional interpersonal skills capable of interacting with all levels, including outside partners, vendors and customers
- Relevant experience including operations, processing, or customer service experience
How to write Operations Professional Resume
Operations Professional role is responsible for software, retail, customer, payroll, finance, credit, securities, training, database, security.
To write great resume for operations professional job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Operations Professional Resume
The section contact information is important in your operations 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 Operations Professional Resume
The section work experience is an essential part of your operations 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 operations 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 operations professional position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Operations Professional resume experience can include:
- Assisting and interacting with customers to create luxury experiences that positively impact both sales and service
- Demonstrated proficiency in influencing and motivating teams without a direct authority, presenting data, and stakeholder management
- Experience managing an operations process and communicating with customers and trading desks and/or
- Strong background in CIP/CDD including Bank Secrecy Act/Anti-Money Laundering (BSA/AML) compliance and regulations
- Demonstrates an understanding of the business processes and functionality of the applications supported and the interfaces to and from the applications
- Pharmaceutical experience in Operations, Engineering
Education on an Operations Professional Resume
Make sure to make education a priority on your operations professional resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your operations 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 Operations Professional Resume
When listing skills on your operations 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 operations professional skills:
- Strong and effective leadership qualities
- Highly developed communication skills, both written and spoken
- Well-developed written, oral, and interpersonal communication skills
- Interface and communicate effectively with multiple stakeholder groups
- Previous retail or luxury retail experience or relevant customer related experience (i.e. hospitality, etc.)
- Execute all company operational policies and procedures and after sales servicing to ensure store operations run effectively
List of Typical Experience For an Operations Professional Resume
1
Experience For Senior Operations Professional Resume
- To assist other operations team with processing at times of high volumes or other business demand (eg. bargain processing (trade matching and settlement messaging))
- Previous operations, processing, or customer service experience. Ability to research and resolve problems
- Administrative experience in complex project environments
- Maintaining comprehensive discount and service benefit portfolio including
- Manages risk in order to serve the financial needs of customers/clients and protect the company. Understand the Credit and Reputational risk associated with the Margin processes
- Loading of those statements into CBAM’s reconciliation tool
2
Experience For Advanced Brokerage Operations Professional Resume
- Processing of payment requests received from SIPP and offshore bond providers
- Regulatory ISA reporting and Excess Reportable Income processing
- Regular chasing of outstanding statements
- Secure SOW, MSA and all required information for accurate assignment management & back office processing for payroll and invoicing
- Commits to meeting the expectations and requirements of external customers/clients and internal business partners
- Support promotion campaign of new customer Web Portal to 500+ clients Manage the onboarding process of new clients into the Customer Web Portal
- Scan and process payments for Green Bay Auto & Home following department procedures
- Research and resolve outstanding issues with support from Green Bay when needed
3
Experience For Shared Services Operations Professional Resume
- Identify and communicate technological needs based on department growth
- Work closely with Front Office, Legal, Relationship Managers and Compliance to create a seamless workflow for newly on boarded clients
- Act as trusted advisor to regional service managers in the UKI and Nordics regions
- Acts as the regional subject matter expert on all operational procedures
- Be an effective brand ambassador, ensuring customers are greeted timely, assisted accordingly and have a memorable experience commensurate with the Tiffany brand
- Ensures hospitality area is fully stocked and clean
4
Experience For Global Accounting Operations Professional Accountant Resume
- Partner and communicate with Sales Professionals and Management to respond efficiently to customer requests, handle and follow up on merchandise transfer requests and process point sales quickly and accurately
- Assists sales team with boxing and wrapping items, replenishing POS and gifting supplies, keeping all POS stations and sales floor areas neat and organized as well as acting as a “closer” and performing all POS functions after a client’s purchase decision is finalized
- Creation of new security records in CBAM’s systems and any necessary updates to existing securities
- To fully comply with the FCA’s statement of Principle and Code of Practice for Approved Persons, as set out in the FCA’s rules
- SAP data entry and maintenance
- Worked within a project team environment
- SAP: Knowledge of the SAP system, its modules and functionalities (Ideal but not mandatory)
- Run various reports on access databases and vendor systems to provide operational processing information and take action as appropriate. Participate in various ad hoc responsibilities and project requests, as assigned
- Independently process various money out written transactions which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet or exceed service goals
5
Experience For Trade Operations Professional Analyst Resume
- Independently review and process transaction requests per instructions from client/advisor. Work with appropriate internal partners or external clients to retrieve any necessary information which is missing
- Utilize various computer applications(MMS, eWorkflow, DDD, CIF database and DocX) to research issues, identify and correct the issue root cause. Ensure effective and accurate service for clients and advisors, and communicate resolution to appropriate parties
- Participate in various team and/or department projects as assigned
- Work with other Internal departments such as Fraud and CSU
- Independently process product change requests in an accurate, timely and compliant manner
- Obtain Series 6 & Series 63 FINRA licenses
- Demonstrate an understanding of and compliance with regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients
- Analysis of implications on operational processes of regulatory changes or business developments
- Implementation of necessary changes
6
Experience For Operations Professional Markets Resume
- Review of other teams’ processes to identify where process improvements can be made
- Support for other teams to introduce changes identified
- Collection of statements of holdings where provided electronically by CBAM’s sub- custodians
- Collection of statements provided by unit trust managers
- Investigation and resolution of reconciliation discrepancies
- Independently process assignments in an accurate, timely and compliant manner
7
Experience For Virtual Operations Professional Resume
- Research and resolve complex problems
- Efficiently shift between tasks
- Respond to requests to implement on a timely basis all internal and external audit points together with any issues raised by external regulators, local Compliance/Risk or Group Compliance/Risk
- Be aware of the Operational Risks associated with your role and act in a manner that takes account of these risks and the relevant controls
- Follow the FCA’s Treating Customers Fairly (TCF) principle by adhering to all relevant internal TCF policies, considering how TCF affects your role and act in a manner which helps to ensure fair outcomes for clients
- Utilize various computer applications(MMS, eWorkflow, TDD, CIF database and DocX) to research issues, identify and correct the issue root cause. Ensure effective and accurate service for clients and advisors, and communicate resolution to appropriate parties
- Initiate calls to advisors and/or clients to validate wires and other information necessary to complete a client request
8
Experience For Accounting Operations Professional Resume
- Processing of ISA subscriptions requested by Fund Managers
- Understand the Risk and Compliance rules and how they relate to your day to day processing
- Analysis of implications on operational processes of regulatory changes or business Transfer in and out of equities, fixed income and collectives held in CBAM’s CREST account, in CBAM’s nominee or held with sub-custodians
- Transfer of stock and cash for ISA portfolios
- Internal transfers of holdings arising from changes to client status (eg. receipt of tax documentation, trust distributions, deceased, spouse to spouse transfers)
9
Experience For CIO Business Operations Professional Resume
- Reviews and approves Money Movement Requests
- The position is responsible for processing Account transfers to external firms. The associate needs to prepare the account for the transfer, understand account registrations and assets held in account
- The position processes assets, One features, disbursements and systematics
- Perform analysis on large internal and external data sets and be able to identify commonalities between them
- Develop and execute on department initiatives through strategic project management and partnerships with other business functions. Demonstrates a good working knowledge of project management techniques and applies these skills to the use of the bank's project methodology
10
Experience For Seasonal Operations Professional Glendale Resume
- Create moderate to complex queries to join data from multiple tables, merge data from different systems using Excel, and acquire a deep understanding of what the data means, in order to build and automate meaning and actionable reporting
- Perform root cause analysis and provide solution
- Data Change Requests - Action data change requests from FM’s, clients and counterparties
- Online Access - Set up and maintain client’s online access in conjunction with the DST and IST Teams
- Provide technical expertise to lead and participate in cross-functional teams to deliver objectives on time
- Liaison between project team and Operational functional leaders
- Assist the department managers with strategic initiatives and projects
- Responsible for engagement/assignment data integrity in the CAF system
- CAF set ups (New Hires, rehires, remarkets, add CAFs), CAF Maintenance (consultant updates, invoicing updates, rate changes, bill and or pay, extensions, terms) and POs/SOWs/Client Confirmations
List of Typical Skills For an Operations Professional Resume
1
Skills For Senior Operations Professional Resume
- Experience in Banking Operations to include: Know Your Customer (KYC), CIP/CDD and Data Quality
- Operations, processing, or customer service or other relevant experience
- Demonstrated proficiency in MS Office programs, including MS Project or equivalent
- Relevant experience with 3+ years in healthcare
- Solid knowledge of KYC/AML policy
- Experience with Access or other database systems
2
Skills For Advanced Brokerage Operations Professional Resume
- 0 - 1year relevant work experience
- Mutual Fund or financial services industry experience
- Previous experience of operational processes in wealth manager or private client asset management
- Good all round securities knowledge
- Operations, processing, or customer service experience
- Strong in Microsoft Excel, PowerPoint, Access, Business Objects, Toad
- Coordinating onboarding and ongoing training for technical staff
3
Skills For Shared Services Operations Professional Resume
- Providing support and training for site administrators
- Utilizing Business Objects Report writer, create and schedule ad hoc and customer reporting
- Monitoring and updating client records to reflect investment inflows
- Understanding of the Crest GUI
- Understanding of re-registration of collective investments
- Standardizing back office Service operations functions
- Managing sub-contractor and supplier relationships
4
Skills For Global Accounting Operations Professional Accountant Resume
- Opening and distribution of CBAM post
- Monitoring and resolution of client overdrafts
- Providing general support and cover to the team
- Enjoys supporting a senior executive while being part of and contributing to a broader team
- Account opening - Dealing with new application forms and setting up client accounts
5
Skills For Trade Operations Professional Analyst Resume
- Regular chasing of outstanding Unit Trust Holding Statements
- Work day and/or evening shifts according to volume forecasts
- Wide-ranging operational reporting
- Comfortable working in a fast paced environment with hands on involvement
- Works independently as a self-starter committed to delivering the highest quality and results
6
Skills For Operations Professional Markets Resume
- Develop strategies to achieve organizational goals and adapt strategy to changing conditions
- Team player willing to respond to varied requests
- Ensure all DFA regulations are being met on a daily basis
- Calculation of initial fees arising from client contributions to their accounts
- Coordination of actions arising from deceased client procedures
7
Skills For Virtual Operations Professional Resume
- Communicate with advisors to provide status updates via phone, email, and electronic messaging
- Manage a project end to end, including release management process
- Produce requirements documentation translating business requirements into functional specification for development
- Uses flowcharting tools to document system design and interfaces
- Working as Business analyst in a financial institution
- Static data maintenance - Carry out ongoing maintenance of client data
- Collection of Unit Trust Manager Holding Statements
8
Skills For Accounting Operations Professional Resume
- Represent Operations on projects, repairs, upgrades, and facility needs which include: planning, coordination, execution, and return to service
- Lead start-up (return to service) daily meetings as a hand-off from Engineering at the completion of construction activities
- Knowledge of cGMPs and manufacturing procedures and standards
- Use multiple computer applications simultaneously to provide operational processing information and take action as appropriate
- Transmit processed payment information and perform end of day balancing to ensure all checks are accounted for and processed appropriately
- Utilize various computer applications, including the Phoenix system to research and process payments
- Excess Reportable Income processing
- Managed reporting in major project environments
- Background in Collateral Management
9
Skills For CIO Business Operations Professional Resume
- Complete daily reconciliation tasks: identify and clear breaks, communicate with custodians and clients, and prepare and review wires
- Understand business implications of decisions; display orientation to profitability; align work with strategic goals
- Travel (up to 40%) required
- Be a critical thinker and have the ability to make decisions
- Research oriented with ability to mentor others
- Computer Literacy, especially with MS Office Suite (Word, Excel, PowerPoint)
- Able to generate respectful e-mails and messages to individuals at all levels
- Proactive and polished manner
10
Skills For Seasonal Operations Professional Glendale Resume
- Previous exposure to similar roles within a wealth management or asset management firm
- Meet deadlines, both intra-day and periodic
- Work on projects in a team or individually
- Work unsupervised at times
- Previous exposure to Pulse Software, BNP Neolink and RBC Investor Services Online would be beneficial
- Knowledge and understanding of Experis operational functions, processes, and systems. Strong understanding of/experience with integrated business systems, order intake/management, time capture, payroll processing, accounts payable and receivable, invoicing, and Experis Common Operating Model
- Enhance the customer experience with hospitality and store amenities to create unique experience
- The Client Reporting Team is part of the London Operations Department and is responsible for client reporting, fee billing, cash processing
- Remains organized & positive in ambiguous and fast-paced, rapidly changing situations
List of Typical Responsibilities For an Operations Professional Resume
1
Responsibilities For Senior Operations Professional Resume
- Responsible for the Assignment life cycle which includes new client & engagements set up , terminations and extensions
- Works with BDMS, Recruiters, other field, and Shared Services. Staff to confirm correct bill/pay information
- Set up in system new hires, additional assignments, terminations, and all changes
- Reviews all pay & bill information, verifies and edits records as required
- Confirm correct product codes; confirm approved per diem; ensure FLSA & IRMP compliance, Federal, state and city regulations; validate bench records and update end dates
2
Responsibilities For Advanced Brokerage Operations Professional Resume
- Process & track specific requirements for all verticals and practices, fixed priced projects, SOWs, Perm Placement & Government
- Manage terms & extensions (45 day term report)
- Represent Operations on project teams which include: development, cost improvement, reliability, and other operation key projects
- Provides expertise in manual, semi-automated, and automated inspection techniques that meet cGMP and regulatory requirements
- Provides subject matter expertise in regulatory and customer audits
- Actively identify and implement improvements in manufacturing procedures or processes. Apply operational excellence tools supporting continuous improvement to deliver measurable gains/efficiencies
3
Responsibilities For Shared Services Operations Professional Resume
- Direct and support feasibility line trials, engineering runs, batch documentation generation/updates, validation studies, regulatory submission data, and commercial launch planning
- Supports manufacturing in trouble-shooting investigations and owning CAPA to prevent recurrence
- Provides Operations expertise in new line/processes that the role is directly associated with/responsible
- Independently process wire transaction requests
- Continually update advisors on the status of their clients' requests
- Keep a log of work performed throughout the day
- Work with internal and external business partners to research and resolve issues, troubleshoot and provide seamless service
4
Responsibilities For Global Accounting Operations Professional Accountant Resume
- Identify opportunities to improve processes, and partner with appropriate resources to implement solutions
- Additional team or department project requests, as assigned
- Ensure hospitality area is fully stocked and clean
- Assist sales team with boxing and wrapping items, personalization sales, replenishing POS and gifting supplies, keeping all POS stations and sales floor areas neat and organized as well as acting as a “closer” and performing all POS functions after a client’s purchase decision is finalized
- Assist and interacting with customers to create luxury experiences that positively impact both sales and service
- Work collaboratively with other team members to achieve sales and service goals
5
Responsibilities For Trade Operations Professional Analyst Resume
- Participate in periodic meetings with our Green Bay partners to discuss current issues and potential process improvements
- Handle sensitive and confidential material with a high level of professionalism
- Proficient in English langauge
- Other teams within the Department cover asset transfers, settlements processing, corporate actions and income collection and reconciliations and client fee calculation
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