Transaction Support Resume Sample
Ferne Heathcote
5858 Hegmann Underpass,
Phoenix,
AZ
+1 (555) 903 4949
Work Experience
Transaction Support Specialist
10/2015
-
PRESENT
Phoenix, AZ
- Understand and demonstrate the department mission
- Maintain a level of knowledge around the process & changes
- Prioritize work tasks and issues
- Job Responsibilities (What needs to be done?)
- Robust analysis of the financials and assessing the impact on the transaction
- Share your technical and other knowledge with your team and the department and draw upon previous experience
- Logical and methodical approach with ability to think laterally
Finance Partner, EM&T Transaction Support
12/2011
-
05/2015
Dallas, TX
- Expert knowledge of Excel (with basic knowledge of charts/ graphs/ pivot table/ macros). An eye for detail. Ability to read, intepret financial statements and perform data analysis. Good understanding of accounting concept
- Manage own time to budget and communicate progress against plan to Project Lead
- Handle small projects involving 2-3 analysts
- CA with 0-2 yrs exp./MBAs with 2+ years of exp./ Advanced Commerce graduate with 4+ years
- Expert knowledge of Excel (with basic knowledge of charts/ graphs / pivot table / macros
- Read, interpret financial statements and perform data analysis. Good understanding of accounting concept
- Focus our service delivery on the client’s needs and priorities. Build deep client knowledge and harness this to deliver value
- Have an ACA, ACCA or equivalent qualification
Junior Transaction Support Analyst
08/2006
-
07/2011
Boston, MA
- Change-oriented with a flexible approach
- Effective time manager, able to keep calm when under pressure to meet deadlines
- Excel spread-sheeting skills
- Flexible to hours
- Responsible for day to day activity reporting and transaction processing for CCC’s public and private placement bond portfolio
- Review all positions to ensure accurate booking in both the firm’s financial and risk books and records
- Proactively enforce quality control over the bonds in CCC’s portfolio by reviewing indicative and reference data, monitoring monthly interest payments and working with finance and control groups ensuring accuracy of daily profits and losses
- Preparation of excel sheets, graphs, charts etc. from information provided in hard copies and information downloaded from data sites
- Analysis of financial data sourced from financial statements and supporting schedules
Education
Globe University / Minnesota School of Business
2001 - 2005
Bachelor's Degree in Accounting
Professional Skills
- General knowledge of accounting with strong analytical, problem solving, and decision-making skills
- Strong written and verbal Portuguese communication skills
- Strong leadership, organizational and problem resolution skills, ability to work with diverse groups
- Proactive and creative approach, strong analytical skills with good sense of humor and ability to create and maintain a balanced, positive work environment
- Prior data entry experience in a professional setting
- Have strong transaction experience, including financial due diligence (buy and sell side)
- Have strong transaction experience, including financial due diligence
How to write Transaction Support Resume
Transaction Support role is responsible for research, general, organizational, accounting, commercial, analytical, finance, compensation, reporting, insurance.
To write great resume for transaction support job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Transaction Support Resume
The section contact information is important in your transaction support 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 Support Resume
The section work experience is an essential part of your transaction support 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 support 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 support position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Transaction Support resume experience can include:
- Self-motivated and an excellent team player who possesses outstanding interpersonal and organizational skills
- Possess highly developed commercial acumen and project management skills
- Relationship building skills and a “client service orientated” background
- Strong collaboration experience with partners/senior leaders and teams
- Have experience of managing the client relationship and using this to create new business opportunities
- Have experience of managing the client relationship and supporting business development
Education on a Transaction Support Resume
Make sure to make education a priority on your transaction support resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your transaction support 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 Support Resume
When listing skills on your transaction support 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 support skills:
- Effective verbal and written communication skills. Ability to successfully interface with customers, third parties and key internal stakeholders
- Good organizational and communication skills to manage
- Have strong experience of managing Financial Due Diligence cases
- Previous experience working with SAP, previous use of BPC or BCS consolidation tools
- Evidence of Transaction Support experience in current role
- Evidence of Transaction Support experience / advice in current role
List of Typical Experience For a Transaction Support Resume
1
Experience For Transaction Support Specialist Resume
- Challenging and developing international projects with global clients
- Inspiring leadership with low hierarchy among colleagues and partners
- Performing a variety of tasks
- Have a successful track record of selling and delivering real estate transaction support services
- Knowledge of the close process, reporting, and disclosure requirements for SEC registrants
- ‘Live’ our shared culture and values at all times and encourage your team members to do the same
- Gather, verify and assess information, and formulate views
2
Experience For Manager of Technical Accounting Transaction Support Resume
- Assumes responsibility for the VOCC when the manager is scheduled off, or otherwise unavailable. Provides shift leadership with a demonstrated ability to motivate the team
- Needs to possess a strong understanding of the Visa Corporate and Commercial Infrastructure coupled with an in-depth understanding of transaction authorization processing. Ability to quickly recognize and accurately determine the scope of impact for a high priority event
- Strong team spirit, professional and motivated colleagues
- Provides feedback to the VOCC Manager with respect to Personnel engagement and development
- Monitors the call queue to make sure that appropriate resources are allocated to minimize response time and meet all predetermined metric targets
- Proactively monitor, recognize, analyze, isolate and/or resolve impact to client production traffic
- Work closely with Subject Matter Expert teams (Pricing, Revenue Recognition, Contracts/Legal) in guiding the field on how to commercially transact deals using SAP’s internal systems
- Personal development opportunities through a wide range of international trainings
- Outbound transaction surveillance – manual withdrawals in Cash, Wrap and Home Loans
3
Experience For Senior Manager, Transaction Support Resume
- Verification of online transactions
- Enrol and complete the Risk Accreditation program to be delegated a sign off authority level to review and approve transactions
- Proposal and Price Quotes Creation
- Audit ready documentation creation and storage maintenance
- Obtain insurance verification, authorization, and precertification for physician and hospital services
- Insurance Verifiers pre-register and register patients, enter demographic data, schedule patient appointments, etc
4
Experience For Director, Transaction Support Resume
- Insurance Verifiers contact insurances via phone and online insurance payer portals
- Insurance Verifiers provide superior high volume patient customer service in a fast paced environment
- Insurance Verifiers use Microsoft Office Suite (Word/Excel/Outlook/Power Point), medical software, insurance payer portals, and type 40+WPM
- Insurance Verifiers demonstrate proficiency with Microsoft Office Suite (Word/Excel/Outlook), insurance payer portals, electronic medical records (EMR) software
- Be honest in all interactions with colleagues and customers
- Make individual choices and business decisions consistent with the values of Bose Corporation behave consistently with Bose ethical standards
- Ensure that your actions are consistent with your words
- Engage in activities that can reinforce enthusiasm and excitement in others
5
Experience For Senior Analyst Transaction Support Resume
- Display energy and action toward work
- Develop approaches or solutions that appropriately challenge the status quo within your department, organization or the corporation
- Contribute to the development of innovative ideas, products or services that ultimately enhance the company’s performance
- Inspire colleagues to think and act outside conventional boundaries
- Excellence: consistently challenge yourself to be the best
- Set high but achievable goals
- Consistently achieve results that reflect a high level of quality
6
Experience For Finance Partner, EM&T Transaction Support Resume
- Revise your expectations and work approaches to raise the level of performance
- Possess high internal standards of excellence
- Inspire others to a higher level of excellence
- Self-motivated and ability to meet project deliverables on short notice
- Exercise discretion, and judgment
7
Experience For HCM TAS Transaction Support Senior / Manager Resume
- Basic knowledge in supply chain management or industrial engineer
- 1 Core competences (Essence and Values Bose)
- Adopting a customer-orientation attitude: Demonstrate a commitment to understand, meet and exceed the needs of those who can benefit from Bose products and services
- Collaborate with colleagues to see a customer’s request or problem through to resolution
- Act in the best interest of a customer, mindful of our core values and business objectives
8
Experience For Senior Executive, Transaction Support Resume
- Engage actively in opportunities to advocate for Bose and Bose products
- Always treat customers, or potential customers, in a respectful and professional manner
- Treat others with care, consideration and dignity
- Seek and value ideas that differ from your own
- Work collaboratively to attain goals and resolve problems
9
Experience For Junior Transaction Support Analyst Resume
- Accept mistakes as a way to learn and improve
- Meet commitments to others
- Be honest but sensitive to the impact of your words
- Showing reliability: Behave in a fair and ethical manner toward others, and demonstrate a sense of corporate responsibility by acting consistently with Bose values
- Setting task priorities
- Asks specific questions
- Understands the message
- Manage smaller clients
- 2 Role competences
List of Typical Skills For a Transaction Support Resume
1
Skills For Transaction Support Specialist Resume
- Four years of prior work experience, including public accounting (preferably with a Big 4 firm) with large multi-national SEC clientele
- Strive for excellence during project delivery keeping client priorities as focus
- Client facing experience with demonstrable exposure to managing the client relationship
- Have a good understanding of methodology used in project delivery
- Have experience of managing due diligence assignments for large corporations
- Have experience of working on a global scale
- Have experience of managing the client relationship
- Have experience of working in a ‘Big 4’ environment
2
Skills For Manager of Technical Accounting Transaction Support Resume
- Have experience of working within a ‘Big 4’ environment
- Have previous demonstrable experience of managing Financial Due Diligence cases
- Previous experience of working in a ‘big 4’ environment
- Client facing experience from a professional services background
- Good understanding of Risk Advisory services
- Needs to possess a strong understanding of Incident and Problem management
3
Skills For Senior Manager, Transaction Support Resume
- Demonstrate a positive, ‘ can do ‘ attitude in carrying out responsibilities and opportunities
- Demonstrate persistence in overcoming obstacles that impede your ability to excel
- Commercial awareness gained through direct experience of the financial services sector (either from within an Audit or Transaction advisory role)
- Managing fluctuating workloads and be flexible to work additional hours at times
- Preparing executive presentations on material accounting matters
- Interacting with counterparts in various parts of the Company to provide technical accounting support
- Enrolling and complete the Risk Accreditation program to be delegated a sign off authority level to review and approve transactions
- Following through on all agreed actions within the timelines agreed and manage the client's expectations of next steps
- Involves gathering, verifying and assessing information, and formulating views and conclusions
4
Skills For Director, Transaction Support Resume
- Management of fraud cases including liaison with Banking and Financial Services (BFS) Central Fraud team (FPD), Clients and Advisers
- Take responsibility for own learning and development, provide coaching / support to others, and participate in upward feedback
- Insurance Verifiers update patient accounts with registration, insurance, demographic, scheduling, and billing data
- Technical and general accounting knowledge and ability to research FASB, SEC and other accounting literature
- Knowledge of basic Accounting Principles and
- Relationship management — maintaining a broad range of client relationships
- Analyze the financial data sourced from financial statements and supporting schedules
- Corporate Merger & Acquisition (M&A) or similar transactional exposure and an understanding of the processes involved in
5
Skills For Senior Analyst Transaction Support Resume
- Public accounting (preferably with a Big 4 firm with large multi-national SEC clientele)
- Sufficient financial competence to understand aspects relating to purchase price allocation, due diligence principles, and business case construction
- Seek mutually beneficial solutions when resolving conflicts
- Robust investigation of the financials and assessing the impact on the transaction
- Serve as an advisor to the field on best practices for quote-to-cash using SAP’s internal systems
- Modern and mobile working environment
6
Skills For Finance Partner, EM&T Transaction Support Resume
- Management of fraud cases including liaison with BFS Central Fraud team (FPD), Clients and Advisers
- Be willing to admit mistakes and take responsibility for them
- Pursue challenging and stimulation work – related endeavors
- Implement processes or procedures that challenge conventional approaches to doing your work
- ACA or equivalent qualified
- Puts oneself in other people’s shoes
7
Skills For HCM TAS Transaction Support Senior / Manager Resume
- Addresses all assigned Branch or customers’ inquiries/concerns/complaints and provides adequate prompt, courteous and knowledgeable responses and resolution within assigned timeframes and in adherence to Bank policy and procedures
- Accurately processes, post and maintain
- Understand and follow detailed instructions
- A positive attitude and the ability to work in a team environment is essential
- Analyze the financial statements and explain it to Team members
- Prepare excel sheets, graphs, charts etc. from information provided in hard copies and information downloaded from data sites
- National Office Accounting Consultation Group experience Experience in the acquisition method of accounting ("purchase accounting") under ASC 805 (FASB 141R). CPA
- Time in public accounting with a recent tour of a national office or significant leadership experience in technical accounting group for a large multi-national public company
- Deal with multiple priorities and meet deadlines
8
Skills For Senior Executive, Transaction Support Resume
- Previous commercial and analytical finance experience
- ACA qualified (or equivalent experience)
- Ensure coordination of valuation specialist and BU data input into the annual Goodwill and Indefinite Lived Intangible Impairment analysis
- Global exposure – operated in a few countries or in a regional/global role
- PC proficiency with Microsoft office suite with emphasis on Word and Excel
- Relevant years of experience in corporate finance, corporate development, mergers & acquisitions, due diligence role years’ experience in, or related field
- Experience in buy side and sell side due diligence
- A flexible approach to your work
9
Skills For Junior Transaction Support Analyst Resume
- 2 Required educational level
- ACA (or equivalent) full qualification status required with first time passes
- Fluency in multiple languages would be advantageous
- Lead annual goodwill and indefinite-lived intangible asset impairment testing including: working closely with third party valuation services, coordinating information transfer from MCBC segments and driving toward timely conclusion for SEC filing. Also includes developing and managing a tracking mechanism for assets that are at risk of impairment
- Perform quarterly internal valuation analysis/updates, as necessary
- Job impact: Qualitative measures
10
Skills For Executive, Transaction Support Resume
- Hands on experience in dealing with a wide variety of complex accounting issues and applicable US GAAP; including but not limited to revenue recognition, stock based compensation and accounting for employee benefit plans, restructuring, consolidation, financial instruments, securitizations and derivatives
- Polished communication skills, including an ability to listen to the needs of the business, research and comprehend complex matters, articulate issues in a clear and simplified manner, and present findings and recommendations in both oral and written presentations
- Lead, organize, and manage projects beginning to end that require coordinated efforts across multiple functions (e.g., Accounting, Tax, FP&A, Treasury, Legal, Operations)
- Good knowledge of LAN/PC operations and applications
- 1 Relevant experience required for the job
- Make every contact with a customer, or a potential customer, a positive and memorable experience
- Have the gravitas and experience to bring credibility to the table at the most senior levels, both in client organisations and internally
- Be an excellent communicator, both oral and written
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