Transaction Services Manager Resume Sample
Khalid Zulauf
93840 Elbert Spurs,
Houston,
TX
+1 (555) 295 1328
Work Experience
Transaction Services Manager
08/2015
-
PRESENT
Boston, MA
- Strong ‘influence management’ skills
- Support the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy
- Support the motivation of staffs through constant interaction with the team. Lead by example. Be a team player
- Identify and develop high performers for next level jobs/mid management positions
- Providing support and guidance to the Department/Region on areas of improvement/concern with regard to FCC, Regulatory and BQAP controls
- Act as a Services champion to ensure that key objectives are prioritised appropriately within CMB & GBM
- Establish metrics and ensure effective tracking of HSBC’s competitor offerings and performance in comparison to HSBC
- Ensure positive client experiences through support, trade advice and best practices in relation to GTRF transactions
IPB Wire Transfer Transaction Services Manager
07/2009
-
07/2015
Phoenix, AZ
- Ensure that GTRF Services is responsive to the requirements and expectations of the Global Businesses
- Drive adoption of global initiatives and practices within a GTRF Client Services team that enable globally consistent, yet locally competitive, segmented service experience for clients and the clients’ customers
- ACA, ACCA, CPA or equivalent qualification
- Transaction Advisory Services experience ideally with some management exposure
- Strong commercial experience and/or relevant industry or transaction experience
- IT skills to an advanced level in Excel, Word and PowerPoint
- Be an effective time manager, able to keep calm when under pressure to meet deadlines
Gtrf Senior Transaction Services Manager
02/2006
-
01/2009
Philadelphia, PA
- Be a team player with the ability to build effective relationships at all levels
- Very good knowledge of processes, procedures and control functions within the managed area, as well as ensuring that employees within the managed organizational structures are acquainted with new procedures, regulations, internal regulations, and with changes to current internal regulations, procedures, Bank regulations, external regulations
- Ensuring the functioning of an operational risk management system, compliance of processes with regulations- ensuring a risk monitoring system is in place, including managing of MCA control matrix and Entitlements Review. Identifying risks in the managed processes and taking initiatives to mitigate them
- The Wires Transfer Transaction Services Manager’s is also responsible for presenting quality metrics of completion of work to senior management
- The Wires Transfer Transaction Services Manager’s role is to be well versed in IPB Tampa Operational Wires Process procedures which are alignment to the Citi Manual Payment Processing Policy, and is responsible for ensuring the unit’s procedures are compliant and updated timely if needed
- The Wire Transfer Transaction Services Manager’s is also responsible to reconcile daily work and review discrepancies
- Research industry standards and trends, target companies or other information affecting the acquisition for incorporation in diligence communications
- Write and/or review detailed reports regarding due diligence and financial analysis
Education
Everglades University
2002 - 2006
Bachelor's Degree in Business Administration
Professional Skills
- Use strong judgemental skills to identify and resolve problems whilst maintaining service performance budgets, time scales and quality of output
- Strong communication skills, including report delivery, and an ability to build client and internal relationships
- Excellent written and verbal communication skills, especially under high pressure situations
- Exposure to project management related tasks coupled with strong inter-personal communication skills
- Developing your skills to build our brand in the market through business development opportunities with existing and targeted clients
- Build your negotiating and influencing skills through participating in meetings with clients and advisors
- Leadership and interpersonal skills. Effective work within matrix and complex structure of the company
How to write Transaction Services Manager Resume
Transaction Services Manager role is responsible for travel, research, reporting, training, credit, finance, english, powerpoint, word, leadership.
To write great resume for transaction services manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Transaction Services Manager Resume
The section contact information is important in your transaction services 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 Transaction Services Manager Resume
The section work experience is an essential part of your transaction services 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 transaction services 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 transaction services manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Transaction Services Manager resume experience can include:
- Strong financial analysis skills and commercial acumen with a proven ability in interpreting and analysing key business drivers
- Building positive relations with other departments at Citi - effective Networking
- Experience within a Corporate Finance or Transaction Services team, perhaps with audit or accounting services as a precursor
- Strong Knowledge banking and cards products
- Experience across various sectors and engaging with financial institutions such as banks and PE houses
- Business Combination, Variable Interest Entity and other Consolidation US GAAP accounting guidance
Education on a Transaction Services Manager Resume
Make sure to make education a priority on your transaction services manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your transaction services 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 Transaction Services Manager Resume
When listing skills on your transaction services 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 transaction services manager skills:
- Good experience of transaction services
- Good Microsoft Office experience (Word, Powerpoint, Excel)
- Previous experience of managing colleagues in delivery orientated environment
- Experience of working in transaction services
- Relevant experience in Factoring/Receivable Finance operations function
- Able to motivate and lead others in the team to cooperate and participate in achieving the desired outcome
List of Typical Experience For a Transaction Services Manager Resume
1
Experience For IPB Wire Transfer Transaction Services Manager Resume
- Excellent English communication skills are essential both in writing and verbally – conference calls are a way of life
- Exceptional stakeholder engagement and communication skills with demonstrated ability to build credibility with senior executives and business owners
- Strong experience in performing financial due diligence assignments in a transaction environment or undertaking similar complex financial assignments
- Embrace change and have a proven track record in continual process improvement
- Learning directly from partners and directors on interesting assignments
- Work side-by-side with clients on exciting deals including acquisitions, divestments and capital raisings
2
Experience For M&A Transaction Services Manager Resume
- Handles regulatory, tax & association reporting, third payment settlement, and control functions
- Provides governance and oversight over the outsourced Proofing functions to Dalian & CSIPL
- Ensure control is in place to review process documents, account owner attestation, daily/monthly exception reporting
- Mentor and coach a high-performing team
- Work alongside and supervise other BKD team members to exceed client expectations
- Heads the Control Management & Reporting and Chargeback teams in Consumer Core Operations supporting the Singapore Consumer Bank and reports into the Consumer Core Operations Head
- Works with partners in Operations & Technology, region, business, product team closely to deliver value to the business
3
Experience For Gtrf Senior Transaction Services Manager Resume
- Handles the day-to-day operations of the chargeback & settlement processing functions, review and monitor escalations and outstanding items to ensure timely resolution
- Ensures all policies and processes are updated accordingly to be audit ready
- BAO support to ensure timely and proper review and documentation of 3rd party/Citi-affiliates outsourcing requirements. (eg. ADD, TPRAP, Risk assessment, ESP and etc.)
- Conduct regular governance calls to ensure proper controls are in place and SLA/KPI are within threshold
- Review 3rd party/Citi-affiliates COB, MCA, record retention grid and entitlement grid to ensure compliance
4
Experience For Gtrf Transaction Services Manager Resume
- Review team processes to ensure proper controls are in place and constantly look out for areas where changes need to be made to ensure no control lapse and better efficiency
- Work across the NSW market with opportunity to support projects in other States
- Appreciation of data analytics, data structures and visualisations, knowledge of Tableau highly-regarded
List of Typical Skills For a Transaction Services Manager Resume
1
Skills For IPB Wire Transfer Transaction Services Manager Resume
- Very good interpersonal communication
- ACA/ACCA qualified (or equivalent), or relevant work experience
- Previous staff supervision or management experience
- Good knowledge of MS Office, in particular Word, Powerpoint and Excel
- For those involved in Capital Markets transactions a good knowledge of the relevant legislation
- Experience in transaction services or pre-deal review processes
2
Skills For M&A Transaction Services Manager Resume
- Reporting of potential key issues for our clients including identification of risk orrice factors impacting investment decisions
- Aligning with the BPO of P2P on work allocations across multilocational teams and acting as the P2P back up, covering holidays and sickness
- Participating in and enhancing the process around due diligence on the Company’s acquisitions and divestitures
- Perform and report to management regarding due diligence findings on potential acquisition targets, including assessment of deal structure, operations and historical financials, as well as key considerations impacting the deal
- Participating in the review of various aspects of the key legal closing documents, including purchase price adjustments (e.g. net debt, net working capital), stakeholder payout model, disclosure schedules, and others
- Ensuring accounts payable and accounts receivable deadlines are met while maintaining a high standard of work
- Providing transaction advisory support to technology companies
3
Skills For Gtrf Senior Transaction Services Manager Resume
- Leading continual process improvements and projects, e.g. implementing system changes and new business flows
- Provide technical research on accounting issues and new accounting standards and support internal management
- Strategic thinking and leading changes in crisis
- Knowledge of US GAAP/SEC technical accounting and reporting requirements
- Build working relationships with product, operations, coverage and technology staff
- Thorough working knowledge of Transaction Services activities
- CA qualification (or in process of obtaining)
4
Skills For Gtrf Transaction Services Manager Resume
- An understanding of the Australian M&A environment
- Participate in the management of the Company’s equity investments and other strategic ventures
- Coordinate with Account Manager to align transactions with the client’s real estate objectives
- Collaborate with assigned business units/regions to understand and support operational requirements and expansion or contraction of the business
- Implement the transaction process to complete seamless transactions on behalf of the client and in accordance with client’s processes and procedures
5
Skills For Avp-transaction Services Manager Resume
- Source and manage third party brokers/service providers where required
- Act as the liaison between the landlord, local broker, Account Manager and Business Unit/Regional Real Estate Director
- Assist the Account Manager in the execution of Corporate Real Estate (CRE) portfolio strategy through lease renewals, new leases, sub-leases, lease terminations and land & building purchase and sales
- Prepare, review, analyze, and interpret financial analysis templates including book and cash flow projections, NPV (net present value), and/or IRR (internal rate of return) to determine the financial impact and economic value of multiple transaction scenarios
- Coordinate and execute all steps surrounding transactions including the completion of project initiation sheets, market surveys, client tours, RFPs, counterproposals, LOI, broker's opinions of value and test fits to lease execution and project closeout
6
Skills For Senior Transaction Services Manager Resume
- Maintain all transaction and forms files. Prepare reports and makes presentations to relevant parties. Prepare follow up letter to brokers and clients as required
- Monitor and maintain a real estate project tracking system to ensure timely transaction completion
- Serve as liaison with clients relative to administrative matters, including obtaining executed lease copies, scheduling meetings, and being available to respond to inquiries or receive new assignment requests
- Review commission calculations with brokers, prepare deal sheets summarizing terms of transaction, and track commission payments and annual commission income reports
- Prepare project close-out files for all completed transactions, including all transaction documents, list of project contacts, lease abstract, executed lease/agreement, and activity log
- High level of competency in MS Office (Excel & PowerPoint); experience in Tableau is advantageous
- A relevant University qualification in accounting, finance, economics
- Track project travel expenses
7
Skills For IPB Transaction Services Manager Resume
- Proven project management skills including responsibility for delivering to project timetables, and expertise in providing financial advice to a range of clients and decision makers
- Mentor and lead junior team members and support the wider corporate finance team on client engagements
- Analysis of information memoranda, business plans, publicly available information on the target business, historical trading, quality of earnings, cash flow, working capital, net debt, capital expenditure, forecasts and underlying assumptions
- Evaluation of potential synergies and post-merger integration considerations
- Review of sale and purchase agreements and financial model to reflect findings of the due diligence process
- Experience identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; and, managing engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues
- Demonstrate a thorough level of knowledge and/or proven record of success advising private firms on a broad range of complex transactions involving technical accounting, financial reporting, operational policies, processes and procedures
8
Skills For MYS Ctsm Kl-transaction Services Manager Resume
- Previous experience on a mangerial position (at least deputy)
- Very good command of English and French (spoken and written)
- Arabic language would be an asset
- Manage a process, time and human resources
- Set and complete goals
- Apprehension of development of others
- Assess a problem analytically and devise a solution in co-operation with all concerned parties
- Work in a team in an international environment
- Knowledge of HSBC’s organization structure, business products/ solutions particularly GTRF and eChannels, operations and systems/processes is desirable
9
Skills For Avp Transaction Services Manager st Shift Public Sector Lockbox Resume
- Fluent English, French knowledge as an asset
- Leads ad hoc projects as defined by supervisor
- Be able to work independently to deliver outcome and/or results
- Put forward constructive feedback and ideas on cases and issues
- Articulate individual with a high attention to detail with a results driven attitude
- Managing the operational activities of the Transactional Services team, effectively managing the team of accounts receivable and accounts payable clerks; ensuring operational backup for all roles
10
Skills For Avp-transaction Services Manager Transaction Services Resume
- Delivering a KPI-led service in the O2C, R2R, P2P and I2C flows within agreed SLA’s; producing regular reports for management that demonstrate continual KPI improvement; making and managing recommendations for further efficiencies
- Managing Cash requirements; completing bank postings and reconciliations; providing bank analysis that allows cash flow management and ensuring payment approval
- Responsible for month-end close related subledger activities and posting of journals in accordance with deadlines
- As the O2C BPO, leading O2C process improvements; managing the O2C daily activities, including credit control functions to manage all aspects of credit control risk; analysis and reporting of the Accounts Receivable balance and managing the accounts receivable transactions
- Accountable for delivering SOX compliant services and securing prompt resolution of audit weaknesses
- Responds to inquiries from the Corporate team and other stakeholders regarding financial results, special reporting requests
- Prepared and capable of getting involved in detailed transaction and accounting flows as well as stepping back to see the high level implications & key messages for senior stakeholders
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