Manager, Financial Services Job Description
Manager, financial services
provides technical guidance on Generally Accepted Accounting Procedures (GAAP), GAS (Government Auditing Standards), Cost Accounting Standards (CAS) and Federal Acquisition Regulations (FAR).
Manager, Financial Services Duties & Responsibilities
To write an effective manager, financial services job description, begin by listing detailed duties, responsibilities and expectations. We have included manager, financial services job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Statement and Performance Analysis preparation for CI events that are facilitated by senior leadership
Manage Special Attention Accounts in a manner consistent with Trek’s policies by performing monthly financial statement analysis, track inventory levels, confirming monthly budget adherence, developing open-to-buy scenarios, prepare cash flow and annual budget models, monitor debt refinances, develop profitability analysis and cash projections
Be an engaged member of the Financial Services team, be committed to Continuous Improvement and make sure all actions are in line with department and corporate values and goals
Act as sales closer to procure new commercial credit accounts
Act as a liaison between dealership and internal departments on consumer retail/lease and dealer finance issues
Solicit dealer feedback on the company's customer service performance
Administer and monitor dealer compliance with lease return policies and procedures
Train dealership staff in related programs, policies and procedures
Assist in relationship management during closure and transfers of dealer lines of credit to alternative lenders (credit takeout).Collect unpaid billings, enforces curtailments and actively supports improvement of negative reserves
Monitor and reports lease and retail penetration and performance by dealership
Manager, Financial Services Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Manager, Financial Services
List any licenses or certifications required by the position: CPA, CPAR, CA, ACCA, LLM, PMP, FEMA, SAS, CFA, WBCP
Education for Manager, Financial Services
Typically a job would require a certain level of education.
Employers hiring for the manager, financial services job most commonly would prefer for their future employee to have a relevant degree such as University and Bachelor's Degree in Accounting, Finance, Business, MBA, Education, Business/Administration, Management, Financial Services, Graduate, Public Accounting
Skills for Manager, Financial Services
Desired skills for manager, financial services include:
U.S. Generally Accepted Accounting Principles Auditing Standards
Challenges faced by implementation teams along with demonstrated track record of leadership
Client management
Project management skills
Asset Management
Leading data governance and data management practices
GAAP
Capabilities
Liquidity
Regulatory Capital
Desired experience for manager, financial services includes:
A minimum of five years external management consulting experience focusing on Financial Services at a Big 4 firm, major strategy firm, or a boutique strategy firm
Bachelor's degree from an accredited college/university, preferably in Business Administration, Engineering, or other related field
A minimum of five years of experience in a consulting role (preferably with a national or global management consulting firm), and two years of experience working in banking institutions
Experience in core banking, lending, and business management processes, systems implementations, process reengineering, and requirements definition preferred
Financial Policies & Procedures Knowledge
Business Knowledge and Finance Analysis
Manager, Financial Services Examples
1
Manager, Financial Services Job Description
Job Description Example
Our growing company is hiring for a manager, financial services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, financial services
- Maintain a working knowledge of all benefits including but not limited to Military Educational benefits, corporate discounts and partnerships, scholarships, and grants
- Advise students and their families as necessary on student finance matters
- Research and provide assistance on escalated customer service issues and resolve accordingly
- Work closely with all departments and implement processes in a team environment
- Develop staff morale to be productive in a positive work environment
- Monitor, analyze and report out on staff performance
- Candidates need to be trilingual (speak French, English & Mandarin or Cantonese)
- Provide budgetary oversight of the Space Weather Technology, Research and Education Center (SWx TREC) and financial compliance of expenditures within standard University policies and procedures
- Work with CEAS faculty and technical staff of the center to create and submit all research budgets and budget justifications to the Office of Contracts and Grants (OCG) for research proposals
- Monitor all research, general, auxiliary, gift and plant speedtypes and statements to ensure proper use of funds within the center and to prevent deficits and processes any transfers to correct compliance issues or to alleviate deficits
Qualifications for manager, financial services
- Ability to work as part of a team to meet agency mission and objectives
- Ability to work effectively with agency management, employees, state agencies, auditors, and other individuals
- Advance Degree in Accounting, Business Administration or related field
- Ability to engage frontline co-workers required
- Ability to lead and sustain continuous improvement and process change required
- Strong working knowledge of Microsoft Excel, Word and Powerpoint required
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Manager, Financial Services Job Description
Job Description Example
Our company is looking for a manager, financial services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, financial services
- Facilitate strategic engagement, commercial relationships and commercial negotiations with partners
- Work closely with business teams and regional team to maintain and refine processes and tools to facilitate better engagement of partners
- Ensure partners provide highest level of service to cross functional teams and customers
- Continuous improvement of partners’ service level and efficiency through technology
- Facilitate business development and go-to-market activities for financing products with partners
- Research and keep abreast of latest trends in auto finance and insurance market
- Facilitate frontline team members to resolve operational issues with finance and insurance partners
- Facilitate the development of new joiner and refresher training to customer facing team on financial services and insurance products and services to ensure they are used effectively as a sales tool
- Proactively build and continuously improve sales enabling tools for customer facing teams to effectively communicate benefits of financing products, including but not limited to online and offline finance calculator, marketing and communication materials and training material
- Maintain close working relationship with customer facing teams at store, delivery and service center level to collect feedback on partner performance and turn them into improvement action
Qualifications for manager, financial services
- Entrepreneurial Spirit and strong business savvy
- Courageous in character and ability to challenge in an effective manner
- 5+ years in experience in Credit and Collections
- Experience performing lease and loan processing implementations specifically with packages such as CHP and/or Fidelity Information Services (FIS)
- Candidates must have a minimum of 3+ years’ experience either as a Dealer Operations Manager, Zone Manager, District Sales Manager, Fixed Operations Manager or Financial Services Manager to be considered or Comparable experience with a competitor OEM.A total of 5 or more years of progressive experience at a professional level
- Candidate must reside in the Houston, TX metro area
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Manager, Financial Services Job Description
Job Description Example
Our growing company is hiring for a manager, financial services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, financial services
- Strong verbal and written communication skills, travel may be up to 80-100%
- BS degree or higher in accounting, business management, finance or a related field or an equivalent combination of education, training and experience
- Substantial professional business or financial management experience which includes considerable grant financial management experience
- Experience in budget, financial, and general business practices
- Proven experience as business manager or relevant role with demonstrated organizational and leadership skills
- Possess the ability to research, investigate, analyze, reconcile, and evaluate large quantities of data
Qualifications for manager, financial services
- Must have a minimum of five years of hospital supervisor or management experience in registration or related department
- Strong sales skills and product knowledge
- Understanding of carrier non-renewal notices
- Broad understanding of life insurance coverage
- Broad knowledge of sales and planning
- Strong channel development and account management skills
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Manager, Financial Services Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of manager, financial services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, financial services
- Strong understanding of project management and implementation/development methodologies such as Waterfall, Agile, and Hybrid
- Proficient in Microsoft Word, Excel, PowerPoint and Project with excellent written and verbal communication and presentation skills
- Must have an MBA and 5-10 years of work experience in consulting or relevant consulting roles within FS companies
- Experience with sales cycles and providing a services approach to the sales teams and financial services customers
- Experience presenting to and managing executive relationships with customers
- Record of successfully overseeing and managing multiple accounts, including services sales cycles
Qualifications for manager, financial services
- Must have experience managing and coordinating with a variety of teams, including operations, small engagements large initiatives
- Must have experience effectively leading organizations or teams through change at a program management level
- Must have recent experience or proficiency with financial services industry projects and have “been there, done that” confidence regarding capability to deliver value and end state solutions
- A commitment to inclusion and diversity, and openness to new ideas and perspectives
- Strong communication skills to be able to work with nCino, WMP leaders, and peers, including presenting to C-level executives
- A minimum of five years of consulting experience at a recognized firm and/or retail/commercial deposits institution