Financial Executive Job Description
Financial executive
provides oversight for governance and monitoring of finance system compliance in accordance with company policies, standards and SOX requirements through the development, maintenance and adherence to change control processes.
Financial Executive Duties & Responsibilities
To write an effective financial executive job description, begin by listing detailed duties, responsibilities and expectations. We have included financial executive job description templates that you can modify and use.
Sample responsibilities for this position include:
Liaise with clients, associates, insurers and others where appropriate to respond to client queries
Take ownership of client files, ensure that they are compliant and kept up to date
Preparation of financial statements under US GAAP for certain US entities within the Delaware Investments group and board reports under International Financial Reporting Standards (IFRS)
Develops strong working relationships with business and financial client leaders/executives
Presenting, analyzing, and interpreting relevant financial data to the FP&A Group VP, CFO, and/or business units and other line managers
Assist in providing leadership to the FP&A organization, developing and championing change to processes, people and systems as needed
Supporting with preparation of materials for quarterly earnings release
Partnering with specific lines of business and other corporate staff functions to collect and analyze financial data
Analysis of business plans and forecasts and providing analytic support to Investor Relations
Assist with the development and analysis of the annual budget and operating plan and developing and enhancing underlying supporting financial models
Financial Executive Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Executive
List any licenses or certifications required by the position: ACAMS, YMCA, AED, CPR, CCC, SOX
Education for Financial Executive
Typically a job would require a certain level of education.
Employers hiring for the financial executive job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Accounting, Business/Administration, Education, Technical, Communication, MBA, Marketing, Management
Skills for Financial Executive
Desired skills for financial executive include:
Client
GAAP
Insurance market and industry sector proposition
Internal control policies and procedures
Major computer software technologies
Products and services offered by Willis Towers Watson
SOX and integrating SOX requirements into business processes
Federal
Health care departments emphasizing an understanding of finance
Multi-entity integrated health care delivery system
Desired experience for financial executive includes:
Ability to process large quantities of detailed information with high levels of accuracy, productively balancing speed and quality
The ideal candidate will have 10+ years progressive finance experience, preferably with early experience in investment banking/M&A, equity research, with a focus on the media sector
Must be a seasoned executive with demonstrated consultative experience in a large dynamic fast paced corporate environment
Must be able to demonstrate prior success leading and managing a robust global finance function
Proven ability to work efficiently, effectively and proactively in a fast paced deadline orientated environment
Must have outstanding modeling skills, project management, and reengineering experience
Financial Executive Examples
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Financial Executive Job Description
Job Description Example
Our innovative and growing company is hiring for a financial executive. 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 financial executive
- Bachelor degree, ideally in the maritime field –
- Completion of further industry-related certifications and courses preferred
- Perform legal entity capital management activities including monitoring of legal entity solvency, proposing dividends, recapitalizations, and capital returns
- Direct complex sales opportunities which can include implementation plans
- Conduct in-depth analyses to determine strategic and growth opportunities including market potential, business case development, and financial implications
- Support the crafting and refinement of the businesses strategic vision
- Has an in-depth understanding of general insurance products like motor , travel offered in the Singapore market by various companies
- Produce and transmit accurate illustration
- Work with the local account teams to leverage relationships and existing account strategies
- Execute the sales process by moving new opportunities successfully through the funnel
Qualifications for financial executive
- Eight to fifteen years of proven experience with large scale Financial Services sales & account management
- Experience working with Boards of Directors, Community leaders and business partners
- Ability to build strong relationships with the business and be a trusted advisor
- Sound knowledge of banking products
- Team management experience with ability to lead and develop qualified accountants
- A minimum of a high school education or the equivalent is required
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Financial Executive Job Description
Job Description Example
Our company is looking to fill the role of financial executive. 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 financial executive
- Own / lead, sales process and client engagement through the sale, coordinating with all necessary parties (ex
- Accountable for building relationships with prospective, existing and competitive customers
- Focus on the development of new business opportunities and closing new accounts allowing us to aggressively penetrate competitive accounts leading to long term business relationships
- Develop and maintain effective relationships with internal business partners and external brokers and clients
- In collaboration with management, Develops a pipeline of prospective accounts and persistently pursues them
- Have keen insight into competitors’ strengths, weaknesses and strategies to capitalize the ability to write profitable business
- Functions as consultant and strategic partner to guide clients through future payment & revenue cycle models
- Pursue professional and personal development to ensure competitive knowledge of the financial services industry
- Maintaining and building strong relationships with customers to increase customer satisfaction and account profitability
- Contribute to a wide range of marketing and communication programs for a diverse set of clients across financial services and beyond
Qualifications for financial executive
- Minimum of 6 months experience within a telephony customer service role
- Sound, objective judgment required
- Experience using audit software Microsoft packages
- Experience of building relationships with both clients and comms planners
- Excellence in creating and delivering presentations
- Collaboration with colleagues and customers at all levels
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Financial Executive Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial executive. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial executive
- Maintain direct client interactions to meet customer needs and stay current on critical customer concerns / experiences
- Deliver fresh ideas, produce high-quality work and drive results
- Quickly grasp business objectives and recommend thoughtful strategies and tactics to achieve those objectives
- Participate in relationship building and new business efforts
- Embrace and elevate Edelman’s extraordinary culture and live the Edelman values of excellence, curiosity and courage
- Scheduling and maintaining calendars including appointments and meetings
- Scheduling travel to/from business trips including airfare, hotels, car service and taking initiative to collect receipts and submit reimbursement requests promptly
- Drafting and revising correspondence and assisting with the preparation and distribution of various reports and presentation materials including aggregating materials and formatting
- Work collaboratively with the other executive administrative assistant’s within the business
- Answers telephones, directs inquiries as appropriate, routes call to appropriate party for prompt and efficient resolution
Qualifications for financial executive
- Strong sales track record in the Financial Services / Banking / Insurance industry, or aggressive achievement record in other sales related role
- Strong demonstrable track record of overachieving sales targets
- A proactive and strategic approach to solution sales
- Demonstrable experience gained in a large, multi-national software organizations, or technology organizations with an emphasis on software sales
- Strong demonstrable track record of overachieving sales targets and working in a quarter by quarter environment
- Good knowledge of the Financial Services Industry in general, and specific knowledge around at least one Banking or Insurance sub verticals, Retail Banking, Wholesale and Investment Banking, Capital Markets, Wealth Management, Life/Health Insurance, Re-Insurance, - would be a great asset
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Financial Executive Job Description
Job Description Example
Our growing company is looking to fill the role of financial executive. 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 financial executive
- Research key client information including business strategy, financial performance, products and services, key customers, competitors, and Wall Street sentiment
- Identify and work with the client to reach the sell-side and buy-side communities
- Manages a wide range of administrative support tasks and provides general administrative assistance as necessary
- Prioritizes and manages multiple projects for the team and follow through on issues promptly and effectively
- Coordinates department's administrative activities
- Maintains documents and records following administrative policies
- Selling PlanSmart financial education to new and existing customers in assigned territory
- Own relationship with existing customer in assigned territory to increase financial education workshops
- Own relationship with GB Regional Directors and Account Executives in territory
- Work within team to support geographic sales strategy
Qualifications for financial executive
- Experience in a Consumer Products company preferred
- Highly skilled at developing, setting and analyzing business relevant metrics that identified value drivers, drives effective business decisions and identifies opportunities that lead to executable business performance enhancing initiatives
- Proven ability to act as a leader who can evaluate a situation and prescribe corrective action when necessary, and contribute to a growing company’s shifting priorities and goals
- Confident professional can articulately and persuasively present an informed point of view
- Team player who can partner with colleagues within FP&A and in other parts of the company
- Strong knowledge of financial products, for example, loans, financial and operating leases
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Financial Executive Job Description
Job Description Example
Our growing company is looking to fill the role of financial executive. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial executive
- Foster client relationships by acting as a crucial liaison between clients, the Managing Director and our internal departments
- Draft Loan and Consignment Agreements, Secured Loan Agreements, amendments, default letters and other client correspondence
- Pipeline management, forecasting and Account Planning in SFDC
- Be a driving force in the success of the company’s Enterprise goals & objectives through achieving & exceeding individual sales quota
- Qualify sales opportunities in Financial Services companies based on DocuSign’s sales methodology & metrics, to include customer fit, needs/requirements and success criteria
- Build and execute plans and strategies for each Financial Services target account
- Effectively leverage internal resources (Senior Executives, Presales, Professional Services, Legal ) in Sales Campaigns to ensure sales success
- Work effectively with your peers at DocuSign’s key partners to deliver joint value propositions for Financial Services customers
- Uncover customer needs and develop relationships with multiple Enterprise stakeholders within the assigned accounts across all Lines of Business including IT, Procurement and Senior Management
- Consistently seek new Financial Services opportunities by presenting, recommending and upsell new DocuSign products, services and partner solutions
Qualifications for financial executive
- Degree in Business, Finance, Accounting or Economics , MBA preferred
- Strong knowledge of the IT industry and Swedish Financial Services market
- Account Management skills, must be able to demonstrate an ability to develop business relationships and handle complex deals and structures
- Strong business acumen, must understand the sales process, roles and responsibilities of the interrelated functions of the business, the competitive environment and can read, report, evaluate and react to metrics & measurements
- Comprehensive financial acumen
- Understanding of the unique requirements and processes that would drive clients to finance