Finance Management Job Description

Finance Management Job Description

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Finance management provides oversight and technical guidance on moderate to highly complex consulting analyses to support client business needs.

Finance Management Duties & Responsibilities

To write an effective finance management job description, begin by listing detailed duties, responsibilities and expectations. We have included finance management job description templates that you can modify and use.

Sample responsibilities for this position include:

Prepares daily fixed income and equity counterparty risk reports that highlight key aspects of the firm’s trading activity for institutional clients (banks, broker dealers, insurance companies, investment advisors, hedge funds, ) of the Fixed Income and Equity Trading desks
Compiles weekly schedules for securities underwritings in which the firm will be participating
Performs the weekly interest rate sensitivity analysis for the firm’s inventory of fixed income securities
Obtains and updates financial information on new and existing trading counterparties on a recurring basis
Completes small projects
Demonstrating excellent written and verbal communication skills, the Finance Manager is responsible for succinctly summarizing and outlining corporate performance and key variance drivers
Product Control responsibilities include calculating and validating income attribution and revenue sharing information between GIM, CIB and GWM external service providers across investment products
Provide support at month end for the revenue reporting close
Provide support for the Weekly Brokerage Flash production and help compile and distribute the information to ITLs and ACLs on a weekly basis
Provide support for the specialized daily and weekly reporting for the GIO desks quarterly reporting for the ARP, EFG businesses and ACL desks

Finance Management Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Finance Management

List any licenses or certifications required by the position: PMP, CPA, PMI, LSS, IE, MCSE, CMA, MBA, AMA, MS

Education for Finance Management

Typically a job would require a certain level of education.

Employers hiring for the finance management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, Business/Administration, Education, MBA, Engineering, Graduate, Business/Management

Skills for Finance Management

Desired skills for finance management include:

Microsoft Office
Outlook
Standard financial controls and processes
Especially Excel
Consulting companies is highly desirable
Excel
SAP Financials is highly desirable
US GAAP highly desirable
Consulting companies
Excel and MS Windows based software packages: Word

Desired experience for finance management includes:

Possess a natural curiosity for the financial markets
Self-starter who is not afraid to ask questions and is proactive in asking for additional work when assignments have been
Ready to work in Cyberjaya or Kuala Lumpur
At least 5 years of experience in financial analysis with progressively increasing responsibility and complexity of work
Exceptional report modeling and data management skills and keen sense for accuracy
Must be comfortable in a leadership role, be extremely proactive and an active participant in a team environment

Finance Management Examples

1

Finance Management Job Description

Job Description Example
Our company is growing rapidly and is looking for a finance management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance management
  • Ability to work with large datasets, including building databases and creating custom queries on request
  • Ability to understand databases and modify existing databases based on updated requirements
  • Review and analysis of business unit, divisional and regional performance, primarily focusing on revenues, operating expenses, and profitability drivers and metrics
  • Preparation of daily and weekly Profit and Loss (P&L) estimate analyses on a rotation basis
  • Contribution to month-end and quarter-end P&L consolidation processes
  • Assisting with the reporting and tracking of annual budgets and regular projections
  • Participation in a broad range of ad-hoc requests (including queries from senior management and regulators) and cross-divisional projects and initiatives
  • Proactively seeking opportunities to improve reporting processes and work products
  • Coordination with many other areas of the firm (across divisions and regions)
  • Would need to manage a team of 3
Qualifications for finance management
  • Knowledge of Financial reporting & Accounting is essential
  • Naturally inquisitive and looking to grow an understanding of the Private Banking busines
  • The ability to deal effectively and confidently with a wide range of people
  • Self motivated with a flexible attitude
  • Reconciliation and month end reporting experience
  • Product and cash flow forecast experience
2

Finance Management Job Description

Job Description Example
Our company is searching for experienced candidates for the position of finance management. 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 management
  • This role will be responsible for business plans and budgets for all the departments & businesses within China businesses include the bank's wholly owned subsidiaries, the bank's equity investments and proprietary banking in China
  • You will also lead the team to conduct financial forecasts for the next 3-10 years beyond the budgeting period
  • Besides, one of the key responsibilities is to lead the team to complete China regular management reporting and performance analysis to China leadership team and Headquarter Finance
  • Finally, you will also support the Senior Manager in terms of equity investment decision including but not limited to valuation analysis, capital injection support, public listing analysis, and competitors / macro environment analysis
  • Drive NO customization policy through providing alternatives and influencing the business users & leaders to adopt standard solutions
  • Lead the demand management process for finance enhancement requests and prioritization, coordination across other verticals for impact
  • Maintain relationships with other IT strategy teams (ITO (Inquiry To Order), BI (Business Intelligence), Engineering, MDM (Master Data Management), ) to provide support
  • Drive best practice sharing across existing SAP implementations
  • Support, advise, guide and resolve problems for business partners
  • Shadow /perform existing Finance process oriented tasks for 1 or more quarters to build knowledge and to evaluate opportunities for improvement
Qualifications for finance management
  • Basic knowledge of Word and a standard Database system
  • Minimum 3 years of working experience in a similar function
  • Strong ability to adapt to and utilise various financial and analytics systems
  • Review and approve monthly TAP + PAP billings, miscellaneous debits/credits
  • Worked 3-5 yrs in a Corporate Finance capacity
  • 3-5 years of Corporate Audit experience
3

Finance Management Job Description

Job Description Example
Our growing company is looking for a finance management. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for finance management
  • Ensure there is an existing and efficient risk assessments/reassessment process and mitigation of risk profiles for sub-recipients
  • Management of sub-recipient monitoring schedules based on risk and ensuring the tracking of mitigating support corrective actions taken
  • Management and monitoring of all program cost share including grantee cost share plans and ensuring timely resolution and compliance of grantee cost share obligations
  • Management of a seamless pre-award management process including management capacity assessments, award negotiations and cost analysis
  • Drives team to focus on key financial risks and contractual solutions that drive margin expansion, strong cash positions and risk mitigation
  • Retrieving data from databases and systems such as LMRS, Position Control, Comparison database, S2K, Showcase, PDR, and Kronos Time & Attendance which may include work with mainframe systems, Access, or SQL systems
  • Developing comparison reports and distributing to appropriate audiences
  • Assisting with the testing, auditing and verifying various productivity system databases and reports to validate data and ensure high data integrity
  • Assisting with data collection, quantification, and reporting for large scale labor productivity initiatives
  • Supporting the annual labor budget process
Qualifications for finance management
  • Controllers / FP&A Experience for 5-6 years
  • Qualified Professional (CA preferred /MBA)
  • Ability to work with financial teammates across organizational boundaries to gather source data to provide an accurate and concise view of current spend by assigned supplier
  • Ability to drive complex problems to successful resolution
  • CPA with Big Four or Leading Regional Firm experience a plus
  • Intermediate to advanced technical knowledge of MS Office suite of applications
4

Finance Management Job Description

Job Description Example
Our growing company is hiring for a finance management. 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 management
  • Assisting/Supplying the upfront analytics of the PMI Operations Consulting Engagements and McKinsey Engagements
  • Data Mining in IMMS (web-based) Application to identify supply opportunities and provide analytics for internal team members use
  • Lead EDB tax saving process
  • Assess & improve return of trade investment via different GTM levers
  • Ad hoc analysis to optimize the customer relationship
  • Develop and analyze key performance indicators (KPIs) and engagement metrics, lead monthly financial reviews with Senior Executives and advise management in decision making
  • Conduct training sessions for senior management and team
  • Set and supervise performance criteria for CFM service delivery team
  • Work closely with client and engagement Senior Executives, Client Group Finance Leads (or equivalent), and other Finance Operations executives (statutory accounting)
  • Deliver Spend Optimization Financial Reporting
Qualifications for finance management
  • Knowledge of GAAP, Bank governance and SOX guidelines, capitalization & taxation rules
  • Ideally applicant will come from a Big 4 chartered firm with 3+ years post qualified experience
  • Open to applications from Working Holiday Visas
  • Strong knowledge of structured products, investment funds and financial instruments essential
  • Bachelor’s Degree in Business or technical discipline from an accredited university or college
  • Minimum of 10 years of experience in IT Global ERP Programs and/or Operations, with 5 of those years working with the finance function
5

Finance Management Job Description

Job Description Example
Our innovative and growing company is looking for a finance management. 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 management
  • Assists with training organization in Spend Optimization program and process
  • Participates in and delivers training to increase knowledge & skill
  • Lead and support specific Tier 1 projects identified as high priority by the Executive Committee
  • Lead the development of business/financial cases for specific initiatives and/or capital investments
  • Manage project financial planning (ex
  • Provide financial support and guidance and training to Cost Centre Managers
  • Modelling and forecasting for various initiatives (eg
  • Preparing the month-end/quarter-end reporting packages summarizing results for the CEO, CFO and Executive Leadership Team
  • Preparing forecast packages to provide updated outlooks for Senior Leadership
  • Preparation of quarterly Board packages
Qualifications for finance management
  • Undergraduate degree in relevant field required (Accounting, Finance, Information Systems, Business Management)
  • Previous Asset Management industry experience is a plus
  • Creative solution focused problem solving skills
  • Interest in Finance and software technology / process improvement
  • SAS knowledge preferred
  • Ability to communicate with CFOs

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