Finance Services Job Description

Finance Services Job Description

174 votes for Finance Services
Finance services provides financial and regulatory governance support and oversight, including identification and mitigation of financial risk and compliance and regulatory issues.

Finance Services Duties & Responsibilities

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

Sample responsibilities for this position include:

Perform Month end accounting, preparation & posting of Journals into the People Soft GL
Reporting – Statutory, Regulatory & Management reporting along with Variance analysis & commentaries
Preparation of Statutory Financial Statements including Groups' year end and half year end accounts along with relevant Notes to the Accounts
Develop Knowledge of the Business, Accounting Systems, Reconciliation policy, Finance Control Standards & Quality Framework and ensure compliance with these
Perform Knowledge based self review of work and ensure work with highest standards of Accuracy is delivered consistently
Support internal BORM / FORM Reviews of the processes, External Audit requirements, and other requests
Business Partner to the VPs of Education, Global Customer Services, and Global Technical Professional Services providing input on key business issues, including the financial impact of the business and expense to bookings impact
Drive the financial accountability within the business groups
Partner with the Global Technology Professional Services VP on an ongoing basis to evaluate asset creation and center of excellence delivery executes to the revenue, expense, headcount, and margin
Hires, supervises, trains, and developssupport servicestaff

Finance Services Qualifications

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

Licensing or Certifications for Finance Services

List any licenses or certifications required by the position: CPA, MBA, CMA, PMP, ACCA, CFA, CIMA, AAT, CA, FRM

Education for Finance Services

Typically a job would require a certain level of education.

Employers hiring for the finance services 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, Business, Business/Administration, Education, MBA, Economics, Graduate, Business/Management, Management

Skills for Finance Services

Desired skills for finance services include:

Microsoft Office and Excel skills
Financial and Accounting Procedures
Microsoft Office Suite
Internal Controls
Risk and Compliance
Relevant software and tools
Appropriate regulatory/statutory frameworks and how they impact on the insurance sectors
Methods and technologies

Desired experience for finance services includes:

Minimum 50% travel required including some overnight travel
Oversees the resolution of ER tickets related to escalated billing issues, such as Customer Refunds, missing or misapplied payments and customer equipment
Will interact with customers and other departments for the purpose of de-escalating customer billing issues
Provide daily direction and communication to employees to insure functional duties are performed in a timely, efficient and knowledgeable manner
Based on extensive knowledge and experience, provide guidance to other employees to solve problems, answer questions, and research issues that may arise within the administrative function
Hands-on general accounting and financial reporting experience (including general ledger and systems knowledge)

Finance Services Examples


Finance Services Job Description

Job Description Example
Our company is looking for a finance services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance services
  • Defining areas of opportunity, efficiency opportunities and market opportunities, through detailed financial, activity and market analysis
  • Financial planning and analysis (develop budgets
  • Update and develop key business models related to achievement goals in the area of gross margin, delivery costs, field expense, and others
  • Oversee the monthly, quarterly, and annual financial reporting and analysis functions
  • Right arm for Services GMs for short and long term strategies
  • Work in close coordination with Commercial MFs for large deals that include multi-year Service
  • Lead commercial finance analytics (eg
  • Support overall pacing and consolidation of global estimates and results
  • Identify opportunities and setup policies, procedures, workflow and controls to transition appropriate P2P, T&E processing, OM and FP&A services
  • Partner with stakeholders to obtain complete understanding of existing processes, formulate a shared services strategy for transition of appropriate activities and design policies, processes and controls to support transition
Qualifications for finance services
  • It will be essential that the Regional Finance Director have strong analytical and communication skills, experience leading/championing projects
  • Good initiative and ability to manage multiple projects
  • Good follow-through on all projects
  • Excellent computer skills (Word, Access & Excel
  • Strong academic record with minimum Bachelor’s degree in Finance, Commerce or a related discipline
  • Significant experience in a finance role within Investment Banks required

Finance Services Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of finance services. 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 services
  • Identify opportunities for policy and process improvements and cost savings in P2P and T&E spend processing
  • Implement best practices processing metrics to monitor, manage and improve quality & efficiency
  • Provide support to the team in Bangalore for the expansion of India operations
  • Proactively monitor and evaluate process improvement opportunities, provide analysis and communicate appropriately to stakeholders
  • Coordinate and partner with suppliers and internal stakeholders to deliver best practice strategies and communications
  • Lead the yearly budget process of his / her organization in collaboration with all 3DS organizations
  • Contribute to enforcing financial planning policies and processes (Forecasts, Budget, Actual, Business reviews)
  • Help define and support implementation of KPIs necessary to monitor business performance
  • Provide standard and ad-hoc analysis and dashboards to the management of the organization he / she supports and suggest corrective actions plans as necessary
  • Contribute to analyze root cause of variances between Actual vs Budgets/Forecasts and explain them through various metrics (Analysis of Change, bridge,…)
Qualifications for finance services
  • Proven skills with MS office products and a desire to learn new systems
  • Comprehensive knowledge of all Microsoft Office applications, including Excel, Access, Word and PowerPoint
  • Five years’ work experience in Finance and/or Accounting
  • Experience with Hyperion and other reporting systems a plus
  • Proficiency with databases and pivot tables
  • Excellent planning, managerial, and problem-solving skills

Finance Services Job Description

Job Description Example
Our company is growing rapidly and is looking for a finance services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance services
  • Drive accordingly decisions and corrective action plans which result from aforementioned steps
  • Develop the Finance community with ambition and contribute to finance team members training
  • Work with IT to develop and implement systems roadmap to support Company processes and data requirements (Workday, Contract Management)
  • Collections and bad debt reserve calculation
  • Timely and accurate revenue and expense close and close efficiency improvements
  • Embody and implement the corporate PACT values
  • Proven leadership of large team providing excellent internal and external customer service
  • Strong influencing, communications and collaboration skills
  • Process orientation and experience in continuous improvement methodologies
  • 5-10 years of Shared Services management and leadership experience
Qualifications for finance services
  • Manage a strong and high performing finance team
  • Medium to Advanced Microsoft Office user (pivot tables, vlookup, ) required
  • Candidates must possess at least a Bachelor's/College Degree in Accountancy
  • Post Graduate Diploma / Master's Degree in Finance/Accountancy/Banking or equivalent or Certified Public Accountants (CPA), an advantage
  • Fresh graduates or at least 1-2 year(s) of working experience in the related field
  • High level of proficiency in MS Office (Excel, Word, Outlook)

Finance Services Job Description

Job Description Example
Our growing company is looking to fill the role of finance services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance services
  • Contribute to longer term Finance projects
  • Partner with multiple members of the domestic Disaster Cycle Services department and internal audit
  • Assist in designing effective and efficient business processes, systems, and controls
  • Assess the existing business processes and create an analysis of the key focus areas and a plan for how to proceed and gain buy in for the plan
  • Produce and present specific recommendations and assist in achieving key milestones
  • Assist with projects as needed and perform other duties as assigned
  • Process Purchase order requisitions with efficiency and accuracy
  • Process Invoices with efficiency and accuracy
  • On-line receiving of purchase orders, based upon completed work or goods received
  • Record and follow-up of on-going purchase order commitments
Qualifications for finance services
  • Willingness to travel – this is a global position and will require frequent travel from Bangalore to Santa Clara, CA
  • Must speak and write fluent Spanish
  • Proven track record and a good level of comfort with driving innovation & leading organizational changes
  • 20+ years of relevant work experience in finance / accounting
  • At least 5-7 years of experience in leading a Finance Shared Services captive unit
  • Recent experience within a Technology industry captive unit is a must

Finance Services Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of finance services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance services
  • Preparation of any required month-end reports
  • Maintenance of system records for administration of close out process
  • Reconcile invoices to internally published reports
  • Create and Publish monthly reconciliation reports
  • Assist in the management of the credit hold process for orders under $10,000
  • As a key member of the team which is responsible for the transition and application of IFRS9 you will lead the day to day management of this project
  • Ensure the team partners the business to proactively challenge and highlight issues
  • Ensure on-going positive relationships with key stakeholders
  • Technically astute and an appreciation of applicable financial reporting standards is critical
  • Highly energetic and driven to succeed
Qualifications for finance services
  • Previous experience in General Accounting dedicated role a strong plus
  • Demonstrates basic to advanced understanding of financial accounting, reporting, planning, controlling, assurance, internal control along with treasury and investment a strong plus
  • Previous experience in Accounts Payable dedicated role a strong plus
  • Proven data mining and analytical skills, knowledge of regression analyses and aptitude with SAS and SQL
  • 10+ years of financial leadership including management experience
  • Working knowledge of UNIX/Linux and Windows environments is essential

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