Financial Services Director Job Description

Financial Services Director Job Description

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Financial services director provides leadership and direction related to identifying, documenting, and assessing the company’s internal controls and procedures for financial reporting, in order to ensure ongoing compliance with the internal control provisions of the Sarbanes-Oxley Act.

Financial Services Director Duties & Responsibilities

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

Sample responsibilities for this position include:

Assist in defining risk information and tools needs for Individual Financial Services
Support the implementation and ongoing use of Governance, Risk and Compliance (GRC) tools within Individual Financial Services
Identify areas of business opportunity and growth
Develop plans to cross sell and introduce new services to current clients
Build company's positive image through taking part in professional associations and industry conferences
Participate in developing and launching of new services
Participate in the strategies and business plans for the growth of the financial services business and ensure local strategies are in line with global and regional directions
Ongoing financial analysis and support and development of industry portfolio strategy
Oversight/governance of Internal controls (XMAC, compliance with policies, controls over financials)
Assume responsibility for growing a pipeline of business and executing that pipeline

Financial Services Director Qualifications

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

Licensing or Certifications for Financial Services Director

List any licenses or certifications required by the position: CPA, FEMA, ACT, CCS, SHRM, PM, OMB, RHIT, RHIA, CCDS

Education for Financial Services Director

Typically a job would require a certain level of education.

Employers hiring for the financial services director job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, Education, Business/Administration, MBA, Management, Computer Science, Information Technology, Communication

Skills for Financial Services Director

Desired skills for financial services director include:

Occurrence reporting system and utilizes system to report potential patient safety issues
Healthcare terms and accounts receivable processes
Sarbanes-Oxley Act provisions and methodologies for achieving compliance
Accounting operations and financial frameworks
Audit methodologies and developing key internal audit deliverables
Audit reports
Control summaries
EDMC policies pertaining to the provision of student financial aid
Institute of Internal Auditors code of ethics and compliance requirements
Methodology

Desired experience for financial services director includes:

Ability to work independently partner with others
Advance degree preferred but not required
Build a team to deliver against the business plan
Provide leadership to the team and share responsibility for training and development, operational excellence and risk management
Establish excellent working relationships with the broader Financial Services Transactions Advisory team and other teams
Significant prior experience in an investment banking or corporate finance environment, with established experience of leading the execution of transactions

Financial Services Director Examples

1

Financial Services Director Job Description

Job Description Example
Our company is growing rapidly and is looking for a financial services director. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial services director
  • Define and manage appropriate key performance indicators and/or service level agreements to ensure delivery of results, as agreed with key stakeholders
  • Partners with Technology Solutions (TS) resources and international and domestic end-users to identify TS enhancement opportunities
  • Author a full range of communications, including speeches, memos, presentations, messaging documents, internal articles, by-lined content, letters, social media posts and other ad-hoc communications
  • Assist in the creation of long-term positioning and messages for Retail Financial Services, and help align the organization for consistent voice
  • Build and proactively maintain library of executive presentations, speeches and talking points specific to industry and company topics
  • Think and act proactively to develop appropriate communications pieces in anticipation of major events or company announcements, in concert with other team members
  • Work with leaders, media relations colleagues, members of the Retail Communications Committee and other partners to identify themes and story lines that can be communicated internally and externally
  • Inspiring a World Class Sales Culture through highly effective sales leadership and change management practices including but not exclusive to sales growth planning with the district leadership team, the appropriate use of sales rewards and recognition programs, and the effective use of sales readiness to enable solutions selling and sales management excellence
  • Lead business development activities such as buyer & opportunity identification, sales / value proposition material creation, proposal development, pricing / profitability modelling and statement of work creation
  • Assess customer needs and leverage the appropriate solution expertise for solution selling, solution development and implementation
Qualifications for financial services director
  • Desire to grow a business whilst being a committed member of a wider team
  • Track record of doing deals in the UK banking sector, ideally with experience across several sub sectors
  • Sound commercial judgement and an ability to generate creative solutions to problems and 'think on your feet'
  • Strong numerical and financial skills and extensive experience in building financial models and valuing businesses within challenging timescales
  • Accounts receivable, commercial finance, and reporting experience preferred
  • International finance and entertainment industry experience highly preferred
2

Financial Services Director Job Description

Job Description Example
Our company is looking to fill the role of financial services director. 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 services director
  • Oversee the creation, executive review and execution of product deployment
  • Serve as chief financial officer for the College
  • Analyze and manage Continuing Education and Revenue Based Trust Funds accounts
  • Ensure monthly account reconciliation with the University's central accounting systems for all accounts
  • Facilitate communication flow between Dean's Office and Departments regarding fiscal matters
  • Consults with campus partners and relevant compliance sources to ensure financial policies and procedures meet the growing international teaching and research needs of the university in a compliant and user friendly fashion
  • In partnership with the Provost's office and the VPIAO, proactively works with faculty, departmental administrators, and campus partners to identify international activity and to assist with planning to ensure the necessary administrative and financial support is in place
  • Collaborates with Procurement Services to develop the necessary policies and procedures, including contract language and templates to facilitate the procurement and payment of goods and services oversees
  • Partner with Procurement Services to ensure the supplier onboarding and payment processes are supportive of our activities overseas while also complying with OFAC and other regulations
  • Partners with the Travel Program, the Provost's office, and the VPIAO to support international travel policies and procedures with a special emphasis on group travel
Qualifications for financial services director
  • Must have proven management experience and skills
  • Building Strategic Relationships - Ability to build and maintain collaborative networks of strategic contacts, both internally and externally, with the specific intent of fostering teamwork and future opportunities and partnerships
  • Strategic Thinking - Ability to understand and integrate the Aboriginal market into the organization's direction and goals
  • BA/BS in Marketing/Communications/Journalism/Public Relations or other related field and a minimum of 10-12 years related experience
  • Direct experience managing highly confidential business and organizational communications
  • Excellent interpersonal skills and the ability to work well in a team environment and interact effectively with other senior-level employees and outside contacts
3

Financial Services Director Job Description

Job Description Example
Our company is growing rapidly and is looking for a financial services director. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial services director
  • Serve as resource to the Provost's office, the VPIAO, and to campus partners in oversight of international safety and security
  • Collaborates with the Provost's office, Real Estate, OGC and Risk Management in regard to leasing, purchasing or insuring facilities at international sites
  • Collaborates with the Office of the Dean for Research on policies and processes related to export controls and compliance
  • Collaborates with the Office of Audit and Compliance and others to ensure policies, procedures, and training support compliance with the Foreign Corrupt Practices Act and other regulations
  • Coordinates with the Asset Administration department and the Controller on issues related to accessing cash at off-campus sties, foreign bank accounts and foreign currency
  • Lead business development activities such as buyer and opportunity identification, sales and value proposition material creation, proposal development, pricing and profitability modeling, and statement of work creation in Microsoft Office applications (Word, PowerPoint, Excel)
  • Define and build solution collateral around Infrastructure and Cloud Strategy
  • Lead business development activities such as buyer and opportunity identification, sales and value proposition material creation, proposal development, pricing and profitability modelling, and statement of work creation in Microsoft Office applications such as Word, PowerPoint, and Excel
  • Manage, recruit, train, and mentor Advisory staff and adhere to professional practice requirements
  • Clearly and persuasively communicate recommendations to key project stakeholders, including client board members and senior management
Qualifications for financial services director
  • Minimum 5 years of sales management experience required
  • Ten years of experience as a technical lead or architect responsible for large scale application design and architecture for front office trading systems of a large broker-dealer (Equities, Rates or FX) or in an exchange / trading venue environment
  • Bachelor’s degree in Computer Science / Electrical and Electronic Engineering, or a related field from a top tier college/university
  • Experience in designing, developing, testing, deploying, and supporting client / exchange connectivity, OMS, algo containers, algos (pricing / hedging, investment / routing)
  • Experience with middleware / integration technologies Tibco, 29West, Solace
  • Fundamental understanding of state management and pros and cons of distributed versus centralized state management
4

Financial Services Director Job Description

Job Description Example
Our company is searching for experienced candidates for the position of financial services director. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial services director
  • Lead the overall solution delivery lifecycle from business/technical requirements, including architecture
  • Align with Partner and Financial Services Leadership to take on responsibility for key SI relationships including revenue and growth targets
  • For assigned SIs, learn what FS partner solutions are available today and where there are opportunities for additional solutions
  • Build partner Financial Services business plan, including marketing campaigns, solution performance dashboard, leadership heat maps, field and partner enablement plan and top account activity
  • Understand Partner landscape for Financial Services
  • Initial meetings with assigned partners
  • Responsible for the sales of company’s products within an assigned geographic territory and within an assigned group of named accounts within the region
  • Maintains database of customers
  • Focus and drive to deliver exceptional results
  • Management of own pipeline of new opportunities to ensure consistent target achievement
Qualifications for financial services director
  • Eight years of experience in Financial Services industry expertise in banking, insurance, or capital markets
  • Demonstrated track record of leadership, client management, and project management with an accomplished executive business development track record
  • Minimum 10+ years relevant work experience Financial Services
  • 4 year business degree required, accounting a plus
  • Ability to drive results by identifying specific profitable growth opportunities for expansions of existing products and services focus on cross selling new products and services
  • Deep consulting expertise in Capital Markets
5

Financial Services Director Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial services director. 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 services director
  • Independently establish and grow new client base
  • Accurate forecasting of monthly, quarterly achievement
  • Establish and lead virtual, often global sales and sales support teams to win key opportunities
  • Form long-term relationships with “C” level decision makers to maximise business opportunities
  • Develop and implement plans to increase penetration within existing global accounts that have no presence in EMEA in respect of cross selling opportunities, within sales and cross functionally with Client Services
  • Provide weekly/monthly reports to the RSD in an agreed format, providing detailed insight into accounts/opportunities and pipeline
  • Develop and manage internal relationships, earning the respect of colleagues at all levels across the business ensuring a cohesive internal structure
  • Work collaboratively with the US and Asia sales teams on Global opportunities
  • P&L and project execution responsibility
  • Be the nexus between market opportunity, organizational capability & solution implementation in the financial solutions area
Qualifications for financial services director
  • Ability to assess and leverage strengths of a diverse group of people to maximize team performance
  • Ability to grow people by recognizing growth areas and suggesting options to accomplish them
  • Effectively manage and communicate cash flow related issues
  • Of receivables, payables, cash balances, control mechanisms and timely deposits of all funds
  • A minimum of 6 years of related progressive experience in hotel Accounting or related field
  • Sedentary work, exerting up to 25 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or

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