Finance Division Job Description
Finance division
provides superior client support through excellent written and verbal communication, responsive follow through, and advocacy for client issues within internal groups.
Finance Division Duties & Responsibilities
To write an effective finance division job description, begin by listing detailed duties, responsibilities and expectations. We have included finance division job description templates that you can modify and use.
Sample responsibilities for this position include:
Handle regulatory related inquires and work closely with other regions, departments regulators to meet the regulatory requirements
Communicate analysis to prospective issuers our Investment Banking and Financing Group areas
Conduct and assist in the execution of transactions including those that are new, renewals and amendments for loans, notes, FX and derivatives This role will be responsible for checking documentation, registering / amending customers’ information under relevant systems, making instruction sheets and diarising document control check lists
OInvestment Management Division (Private Wealth Management and Asset Management)
OInvestment Banking
OMerchant Bank/Special Situations Group
OSecurities Division
Advising on changes in tax laws and regulations, and providing ad hoc advice and assistance to front, middle and back offices
Advising on internal reorganizations, remuneration and executive/ employee tax matters
Management of Greater China transfer pricing matters, and direct and indirect tax compliance including working with local advisors/Controllers on return preparation and review of tax accruals
Finance Division Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Finance Division
List any licenses or certifications required by the position: CPA, HANA, SAP, PCI, SCO, PMP, MBA, GFOA, CMA
Education for Finance Division
Typically a job would require a certain level of education.
Employers hiring for the finance division job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, MBA, Business, Education, Graduate, Business/Administration, Economics, Teaching, Communication
Skills for Finance Division
Desired skills for finance division include:
Education
Systems and procedures obtained through prior work experience
Excel
Insurance
Outlook
UCC’s
Job area typically obtained through advanced education combined with experience
• Verbal and written communication skills
Products
Services
Desired experience for finance division includes:
Qualified accountant with working knowledge in banking industry or audit in banking industry preferred
Product knowledge of commercial loans - essential
Legal / Documentation knowledge - essential
Ability to learn quickly and manage knowledgeable senior stakeholders within the firm, external advisors and regulators
Stay current on regulatory changes
Work closely with management of other areas within Compliance Risk Management routinely interact and maintain highly effective partnerships with line of business management and staff
Finance Division Examples
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Finance Division Job Description
Job Description Example
Our company is looking for a finance division. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for finance division
- Contribute to the financial planning and forecast process
- Producing ad-hoc analysis to assist FID business management and FID CFO in reviewing individual business performance providing support to product CFO's
- FID Other control
- Process improvement initiatives including centralisation of lease accounting from local Business Unit Finance teams
- Work force administrator - initiate/process transfers, resignations, short term assignments, in human resources system
- Other ad-hoc responsibilities and coverage as needed which may include participation in campus recruiting efforts, coordination of town halls, conferences and networking events, communications (webmaster, newsletter)
- Day to day management of the team (6 individuals)
- All business and management reporting
- The go to financial adviser for the division - finance and non-finance stakeholders alike
- Budgeting, forecasting, analysis and reporting on all projects within the development projects, leased property sites and any other relevant projects
Qualifications for finance division
- Manage and develop staff that consists of 7 analysts and 1 manager
- Hire and onboard employees as needed
- Provide oversight to direct reports responsible for establishing annual budgets and objectives within budget, ongoing department reporting, including ongoing forecast and trend reporting
- Collaborate with Finance Directors in Division Finance to optimize the support model and manage staff performance to provide high quality support
- Work with the Senior Manager of the Spend Management team to streamline spend reporting, forecasting, and planning processes
- Significant prior experience in leading and managing a team, including coaching, development, and managing performance
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Finance Division Job Description
Job Description Example
Our company is searching for experienced candidates for the position of finance division. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for finance division
- Own end-to-end financial planning and spend forecasting cycles for teams within IPG Division
- Lead execution of special projects on behalf of IPG Division Finance team
- Safeguard the assets and reputation of the firm by controlling and supporting the investment management division, ensuring that they are in compliance with the firm’s policies and with the rules/regulations that govern global financial markets
- Analyze actual results, preparing volume forecasts and rolling estimates, and reviewing financial transactions for accuracy and reasonableness
- Assistance with preparation of deal specific and general pitch materials, simple modeling, and participation in internal and external meetings
- Monthly financial/operations reviews – provides analysis on variance to budget, identifies major wins and focus areas, partners in developing action plans where applicable, presents monthly performance to divisional and group leadership team
- Forecasting – divisional lead for bottoms-up approach on 3 year strategic planning
- Budgeting – bottoms-up approach for all clinics assigned
- Capital Expenditures – strong partnership with Divisional Vice Presidents, Regional Directors and biomed team to prioritize, manage and track spending
- Ad Hoc requests – in partnership with Regional Directors and Division Vice Presidents, identifies opportunities for operational improvement
Qualifications for finance division
- Prior experience in forecasting and managing Spend
- This position is located in either San Francisco or San Rafael, CA
- Independent thinker who will be proactive, assertive and professional in dealings with internal/external customers, third-party vendor partners, other RMD/RMAM teams, and senior managers
- Functional background or relevant experience in finance and accounting preferred
- At least 2 years Administrative Assistant experience
- Must be flexible and able to work well with the Administrative Support Group
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Finance Division Job Description
Job Description Example
Our company is searching for experienced candidates for the position of finance division. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance division
- Compensation – supports the development, rollout and monitoring of various bonus / profit sharing plans throughout the division
- Monthly financial/operations reviews – provide analysis on variance to budget, identify major wins and focus areas, partner in developing action plans where applicable, present analysis and recommendations
- Forecasting – support bottoms-up approach on 3 year strategic planning
- Capital Expenditures – prioritize, manage and track spending
- Joint Venture Reporting – support formal quarterly reviews with physician partners on financial performance of joint venture facilities
- Ad Hoc requests – in partnership with Regional Directors and the Division Vice President, identify opportunities for operational improvement
- Training – provide structured financial training to new field teammates and existing teammates as needed
- Support financial reporting deliverables for the division by preparing reports to ensure relevant, accurate and timely reporting while crafting insightful and value-added commentary
- Contribute to other recurring and adhoc activities, such as coordination of divisional transfer pricing documentation, adjusting year start capital, and preparing annual industry surveys
- Support divisional oversight providing quality assurance activities
Qualifications for finance division
- Minimum 4+ years of professional accounting/tax experience
- You hold a BA/BS degree in finance, accounting or economics (or related)
- You have 3-5 years of finance experience with time spent in investment banking, corporate finance, public accounting, and/or strategy consulting
- You are a poised communicator with prior experience advising senior leaders
- You thrive in a team environment and practice confidence without attitude or ego
- Basic knowledge of financial statements preparation & review
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Finance Division Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of finance division. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance division
- The review and provision of analysis on monthly Financial Services income, costs and bad debt provision, making recommendations for areas for improvement in performance
- Budgeting and forecasting Financial Services income and costs and associated bad debt costs within the financial year, and longer term for the preparation of 3 year strategic plans
- Lead, inspire and develop the Financial Services finance team, providing clear management direction and performance expectations
- Experience of working in the Financial Services sector is essential
- Ensure that there are appropriate initiatives at each facility to address hospital specific issues – skill mix, supplies, purchased service costs, medical specialist fees
- Collaborate with sub-segment, regional and center led teams to coordinate timely and accurate closing, budgeting & forecasting cycle
- Key thought-partner and advisor to the Market Teams and Division Finance Director
- Manage marketing and sales spends- maintain accountability for market-level spend accuracy within budget (SPD, A&P, EG, LMF)
- Provide analyses / inputs to enable better decision-making
- Coach market teams to make profitable decisions
Qualifications for finance division
- Minimum two years of corporate tax compliance / advisory experience in major accounting or law firm
- Analytics experience – Ability to build complex financial models
- Strong change management capabilities – demonstrates innovation & creativity to create business solutions
- Customer Relationship Management - Strong Communication, Influencing, and Relationship Building Skills
- Japanese language proficiency preferred
- Series 63 and 79 (If not already achieved, employee would be expected to sit for and pass Series 79 and 63 securities exams within the first six months of employment)
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Finance Division Job Description
Job Description Example
Our growing company is hiring for a finance division. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for finance division
- Coordinates timely certification, tracking and review of VA students to ensure internal/external compliance and accuracy
- Provides feedback to supervisors to assist in the creation of performance improvement goals and the development of training programs
- Reviews and provides feedback of financial aid coordinator files to maintain accuracy, compliance, and determine necessary training
- Provides ongoing training to the financial aid staff
- Routinely reviews, analyzes and processes reporting data
- Ensures compliance with corporate policies and procedures, ethical practices, and the guidelines of government and accrediting organization
- Manage divisional accounting requirements including accruals, invoice processing, balance sheet substantiation and allocations
- Track and monitor divisional headcount and comp
- Produce monthly, quarterly and ad-hoc financial and management reports
- Manage various ad-hoc projects/initiatives
Qualifications for finance division
- Math Background / Facility with Numbers
- BA/BS in Finance, Accounting or related field or equivalent combination of training and experience
- At least one (1) year of experience working in a university business office and/or with post-award Federal and Non-Federal grants
- Advanced knowledge of major grant administration policies, Federal Regulations (specifically Uniform Guidance and FAR), National Science Foundation grant policies and other federal funding agencies (ONR, NASA, DOE, etc), Commonwealth of Pennsylvania, and major foundations preferred
- Minimum of ten years relevant working experience and hold a comparable position today
- In addition, he/she should have experience establishing, integrating and modifying business and accounting systems, managing various aspects of information technology