Back Office Manager Resume Samples

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W Feil

Wendy

Feil

771 Lamar Lodge

Dallas

+1 (555) 633 2327

771 Lamar Lodge

Dallas

Phone

p +1 (555) 633 2327

Experience Experience

Detroit, MI

MS Back Office Access Manager

Detroit, MI

Kertzmann and Sons

Detroit, MI

MS Back Office Access Manager

Create a productive work environment for individuals
Create a productive work environment for own organization
Drive Performance Management (Process)
Drive performance management (process)
Working with People
Conduct Resource management
Drive competence management

Philadelphia, PA

Middle / Back Office Operations Manager

Philadelphia, PA

Feeney, Grant and Armstrong

Philadelphia, PA

Middle / Back Office Operations Manager

Coordinating overall work plan for US client service group operations staff, which includes managing and monitoring work in progress
Working closely with the Implementations department to ensure all new clients operations capabilities (setups, reorgs, conversions) are launched successfully and in a timely manner
Overall client satisfaction including acting as the senior client relationship manager, ensuring there is a good dialogue between client and team and clients are kept abreast of internal changes and new initiatives
Performing regular review of MIS to monitor breaks and perform root cause analysis
Working closely with India operations managers to ensure that both locations are aligned at all times
Acting as the senior client relationship manager to provide overall client satisfaction
Producing and collating management information statistics

present

Dallas, TX

Operations Manager UK / IE & Nwsc Back Office

Dallas, TX

Heller-Davis

present

Dallas, TX

Operations Manager UK / IE & Nwsc Back Office

present

Develop a result-oriented working environment within the team
Organise Best Practices sharing and implementation within the team
Measure, analyse and control process related KPIs, working with the team to continuously improve performance
Directly supervise processes and procedures to ensure we have the most efficient and controlled working environment
Responsible for team compliance with policies and guidelines
Coordinate and execute all related Operations processes and procedures to ensure that policies are fulfilled
Management and leadership of the team on a day-to-day basis through given systems and procedures

Education Education

Bachelor’s Degree in Business

California State University, Fullerton

Bachelor’s Degree in Business

Skills Skills

Solid knowledge of corporate actions
Solid knowledge of corporate actions
Advanced MS Excel knowledge
Ability to prioritize and delegate effectively
Comfortable working with technology on development initiatives
Ability to delegate effectively
Excellent oral and written skills
Prior experience with Credit, Interest and Equity Derivatives a strong
Detail- and procedure-oriented
Prior experience to Equities, Fixed Income, Futures, FX, and Options in addition to OTC a strong

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Middle / Back Office Operations Manager Resume Examples & Samples

Providing coaching, training and leadership as necessary to the client service team
Working closely with the Implementations department to ensure all new clients operations capabilities (setups, reorgs, conversions) are launched successfully and in a timely manner
Day to day interaction with other departments to prevent/resolve issues
Producing and collating management information statistics
Bachelors degree in business/finance or related discipline
5+ years experience in Accounting or Back Office Operations working for a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner
Prior experience with Credit, Interest and Equity Derivatives a strong plus
Middle/Back office experience covering trade settlements, fail control, cash, position and trade reconciliation, and client servicing
Advanced MS Excel knowledge

Middle / Back Office Operations Manager Resume Examples & Samples

5+ years OTC experience gained in Middle/ Back Office Operations or Accounting working for an Investment Bank, Prime Broker, Administrator, Investment Advisor or Financial/Retirement Planner
High proficiency in Credit, Interest, Equity and Exotic OTC products and current legislation a must
Middle/Back office experience covering trade processing, collateral, confirmations, settlements, cash, position and trade reconciliations
Prior experience to Equities, Fixed Income, Futures, FX, and Options in addition to OTC a strong plus
Prior experience with Credit, Interest and Equity Derivatives a must
Working knowledge of corporate actions
Proven track record in client servicing
Prior supervisory experience a must

Manager Middle & Back Office Developer Resume Examples & Samples

Communicate with business users from all levels of the organization (middle to back office) to gather and clarify requirements, arrange and coordinate testing
5+ years' experience as an application developer
Financial Industry experience
Strong oral and written communication in English
SDLC
Domain knowledge including

Department Manager Back Office Resume Examples & Samples

Ensure the achievement of back-office goals and strategic projects for the Department, keeping in constant connection with Corporate functions
Support the Store Manager in recruiting the back-office staff
Manage the good performance of the Back Office team
Ensure the maintenance of inventory accuracy, in line with Corporate policies and procedures
Ensure the development of motivation, sense of belonging and business involvement
Provide the Back Office team with specific trainings and coaching
Ensure appropriate Store resources coverage and supervise logistics and stock management

Middle / Back Office Client Manager Resume Examples & Samples

Managing GoTrade+ clients’ middle and back office support services
Providing ongoing and daily operations support to client(s) across all aspects of the post trade lifecycle – trade support, settlements, collateral management, reconciliations and documentation services
Completing daily, weekly and monthly assigned tasks and reviewing work product
Globally interacting with the greater OTC Derivatives, Fund Accounting, Operations and Valuation departments
Building and maintaining strong client and counterparty/PB relationships
Co-Managing and coordinating clientdue diligence meetings as needed
Assisting in the exception documentation and gap analysis process
Participating in testing new functionality for technology projects
Working with the Sales & Marketing team to support conference needs, event planning and email campaigns
Bachelors degree in Business, Finance, Computer Science or related field
Experience working in the financial services industry, preferably in a middle/back office environment necessary
Strong knowledge of fixed income and FX products a must
OTC derivative products knowledge a strong plus
Project Management methodology and best practices a must
Experience with documenting business processes and workflows
Experience translating business requirements into software requirements (writing BRD’s)
Prior experience with both technical designs and specifications throughout the project life cycle
Excellent communication skills particularly in a client facing environment
Ability to work well independently
Ability to work across multiple geographic regions
Ability to work under pressure and manage tight deadlines

Manager of Architecture, Back Office Systems Resume Examples & Samples

BA/BS Bachelor’s Degree or relevant experience in lieu of degree
A minimum of five (5) years of professional experience
A minimum of five (5) years of experience working with MS SQL and .NET
A minimum of two (2) years of IT project management experience
A minimum of two (2) years of experience with enterprise methodology practices
A minimum of two (2) years of managerial experience
MA/MS Master’s Degree

Back Office Manager Resume Examples & Samples

Develop and maintain good customer relationships with the ability to manage high volume of incidents
Responsible for ensuring contractual SLA’s are met across the program
Leadership, coaching and development of a team of back office engineers
Responsible for overall 2nd level assurance support activities, 2nd level incident management, problem management, system administration
Tertiary qualification in Engineering, IT or Computer Science
Proficiency with programming in one or more languages such as C#, Perl, Python, C++, or Visual Basic
Relevant system certifications (i.e. Digital RF Modulation, CCNA)
10 years’ experience in satellite systems including hardware, software and communications architecture (experience gained in the Australian defence force, navy would be considered highly)
5 or more years’ experience in team leadership
Knowledge of RF technologies
Strong troubleshooting and problem solving skills demonstrated by frequent and successful application of technical standards, theories, concepts and techniques

Manager Processing Deposit Back Office BPO Resume Examples & Samples

Manage a team associates that performs operational services to support our Deposit back office BPO service line for our clients
5+ years of retail banking operations / back office / general ledgers experience (required)
3+ years in operations management (required)
Strong understanding of Banking regulations (preferred)
Strong people management skills
Takes initiative
Strong written, verbal and presentation communication skills
Strategic thinking
Strong change management and change leadership
Problem analysis and resolution
A desire to drive change in a challenging, dynamic, and evolving business environment
Strong technical skills, including knowledge of Word, Excel, Power Point, Project and Visio. Additional system or program knowledge is a plus
Fiserv Account Processing and / or Fiserv solution knowledge
Understands budgetary impacts of operational expense management

Operations Back Office Manager Resume Examples & Samples

Two plus years operations, accounting or service experience
Bachelor’s degree or equivalent military experience
Strong understanding of payments, accounting and ledger posting
Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail
Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience
Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities
Flexible and able to work well under pressure in a team environment
Must be self-directed, detail oriented, positive attitude, driven, able to work independently in a team-oriented and fast paced environment
Operations management experience
Experience in a classic operations environment

MS Back Office Access Manager Resume Examples & Samples

You will ensure service delivery execution
Responsible for driving and supporting services sales
Build a productive work environment for individuals and own organization
Drive performance management (process)
Drive competence management
Conduct Resource management
Look after unit finance within your group
Education: M.SC, MBA or equivalent through experience
Min years of experience: (Recruiter to supply)
Deep understanding of Service Delivery process, models, and strategy
Knowledge of the sales process
Customer and market insight
Excellent Social and communication skills
Financial acumen and skills
Formulating strategies and concepts
Leading, supervising, and responding to change in a high pace environment

Online Deposits Back-office Operations Manager Resume Examples & Samples

Responsible for setting the strategic action plans that supports the direction and goals aligned to the back office operations teams with Goldman Sachs new online deposits platform
Overseeing back office operations teams to achieve performance goals and maintain employee satisfaction by providing leadership, communication, coaching and professional development to direct reports and their teams
Creating and supporting a highly involved team environment
Ensuring timely quality resolution of customer inquiries and escalations as appropriate
Responsible for hiring of staff and developing key business plans to ensure departmental service levels and customer satisfaction levels are achieved
Experience putting together motivational/incentive programs for representative-level teammates
Creating and maintains an environment with intense focus on customer satisfaction and professional customer support balanced with consistent achievement of standard business objectives
Working closely with cross functional partners within the Consumer and Commercial Banking Division to ensure collaboration and process efficiencies are maintained
Driving improvements in business processes and ensures optimal resource utilization and audit compliant administrative process and strategy
Overseeing and manage 3rd party vendor relationships to ensure accuracy and timeliness of service provided to consumer
Assisting in documenting business requirements that can drive business process improvements and simplification
Associates or Bachelor?s degree preferred (or equivalent military experience)
Minimum of 3 years of customer service and/or sales experience
Minimum of 5 years supervisory experience
Strong understanding of customer service experience
Customer service management experience in a consumer banking environment
Customer service experience within a startup or growing call center environment
Experience working in online banking resolutions teams or in management with bank branches

MS Back Office Access Manager Resume Examples & Samples

Ensure service delivery execution
Contribute and support services sales
Apply Service Delivery Process and Models
Apply Service delivery strategy
Create a productive work environment for individuals
Create a productive work environment for own organization
Drive Performance Management (Process)
Drive Competence Management
Conduct Resource Management
Manage unit finance
Position Qualifications

Principal Technology Solution Manager Back Office Resume Examples & Samples

Partner with Business to understand request against overall strategic plan to drive strategy, prioritization, approach, and goals of initiative
Partner with Analyst, Architecture and Business to ensure clarity on Assessment impacts for alignment with Visioning phase
Own the business relationship and drives refinement of the project vision, including business case, impacted customer segments, business problem to be solved, and technology roadmap/strategy alignment
Accountable to ensure that Inception activities (such as Feature & Epic Breakdown, MVP scope definition, VP Review and LOE assessment) are accomplished
Support to ensure that Features/Epics/User Stories all are within the scope of this project and aligned with the Business expectations and MVP
Overall accountability of design delivery for the initiative such as accountability for progress, deliverable timing and escalations
Support Delivery Manager with post design delivery phases until final initiative deployment
8+ years of IT solution leadership experience
5+ Years as experience as developer, system administrator or solution architect
Minimum of 8+ years in an Information Technology leadership role with the following: Experience in successfully developing and executing strategy for leading and operating IT systems. Experience in managing relationships with business team executives at Sr. Manager, Director, VP and SVP level. Experience in developing and maintaining architecture in alignment with business strategy
Ability to work independently and support multiple projects while meeting tight deadlines
Proven ability to solve problems creatively and resourcefully
Excellent organizational and time-management skills
Proficient with MS Office Programs and aptitude for learning new software quickly
Proven record of demonstrating proper judgment in managing difficult situations
Expert communicator who can lead and manage senior level relationships across organizational boundaries
Technical Depth
Bachelors Degree. Technology

Senior Back Office Manager Resume Examples & Samples

Coordination, management and execution of proactive and reactive maintenance activities that require a high level of support
Responsible for overall 2nd level assurance support activities, 2nd level incident management, problem management, system administration and 2nd level billing operations
Drive incident, problem, and change management processes
Relevant system certifications (i.e. Solaris, UNIX, LINUX, CCNA)
Significant in satellite systems including hardware, software and communications architecture
5 or more years experience in team leadership
Knowledge of IP Network and IP Protocols
Ability to create and follow processes and clearly document results (ITIL)

Derivatives Back Office Manager Resume Examples & Samples

Eight to ten years of operations experience in the financial services industry
Four or more years of supervisory/management experience
Prefer at least 10 years of Interest Rate Derivatives operations experience
5 years of Interest Rate Derivative Confirmation and Settlement experience (Swaps, Swaptions, Caps/Floors, Cancellable swaps, FRAs, T-Locks, Cross Currency Swaps, and Exchange traded interest rate products)
Experience with reports as they relate to an OTC Rates business
Advanced understanding of project management and testing methodology and procedures
Strong analytical and forecasting skills
Understanding of Dodd Frank Regulations
Ability to manage multiple tasks/projects and deadlines simultaneously with limited supervision
Ability to work as a team leader and manage two to three employees
Excellent computer skills, especially Microsoft Office applications
Experience with Calypso and Pyramid Systems a plus

Operations Manager UK / IE & Nwsc Back Office Resume Examples & Samples

Management and leadership of the team on a day-to-day basis through given systems and procedures
Monitor key responsibilities of direct reports and lead them in the achievement of objectives for their area of responsibility
Assess and ensure the competency of the direct reports and reinforce accountability through Management by Objectives and monitor target achievement
Develop a result-oriented working environment within the team
Coordinate and execute all related Operations processes and procedures to ensure that policies are fulfilled
Act as the point of escalation for any non-standard cases and situations, taking a problem solving approach and a higher level of decision making to manage these situations
Directly supervise processes and procedures to ensure we have the most efficient and controlled working environment
Measure, analyse and control process related KPIs, working with the team to continuously improve performance
Responsible for team compliance with policies and guidelines
Responsible for team compliance with service level standards
Develop and maintain strong internal and external customer relationships
Organise Best Practices sharing and implementation within the team
Realise cultural change within the team towards customer focus to truly live the Customer Experience
Support the recruitment and development of talented employees for the team
Identify and evaluate risks and areas for improvement and design solutions
Analyse VGAS, DSI and CSI and transform consolidated findings in actions to optimize processes
Experienced manager, with a minimum of three years of management experience preferably in the financial services industry
Experience in leading a team within the function of Operations
Experience in working in an International environment is preferred
Demonstrate excellent staff motivational skills
Demonstrate strong staff development skills
Able to build effective teams that are able to meet both current and future challenges
Good knowledge / understanding of financial services products and services
Is strong in implementation and consequent in monitoring the execution
Demonstrates managerial effectiveness (doing the right things) and efficiency (doing things right)
Demonstrates strong interpersonal and influencing skills
Is strong in interfacing with other functions and markets
Able to build and maintain effective working relationships
Is target-driven, self-motivated and tenacious in achieving the set objectives
Experience in leading leaders is preferred
A holistic thinker
Ability to work to strict deadlines and effectively prioritise workload
High level of PC skills (Microsoft Excel, Power Point)
Good level of English (oral/written)

Manager Centralized Back Office Resume Examples & Samples

Daily operational management and coaching of team (8 FTE, gradually growing over the years)
Monitoring, evaluation and troubleshooting of daily operational order management activities ensuring an appropriate order flow with compliance to organizational policies and delivering an excellent customer experience
Management of communication with customers and internal organization (e.g. Sales, Services, Application Execution Centers, Supply Chain)
Close collaboration and alignment with Finance Teams on timely invoicing, pricing and dispute resolution
Lead Continuous improvement projects together with and in close alignment with Commercial Excellence / Continuous Improvement (CS&Q) Management to improve existing order flows/processes and back-office activities
Design and implementation of the optimized set-up of Centralized Back Office in consultation with all stakeholders and compliant to organizational and legal policies and requirements and lead the internal change process
Optimization, design and execution of monthly reporting and follow-up of order management and back-office KPI’s
Identify opportunities for simplification and digitization of the customer experience and collaborate with local and global specialists and Supply Chain to deploy those opportunities across the different customer segments
Education: Minimum Bachelor’s degree (HBO) in business administration, logistics or a related field
Experience: minimum 7 years in order management or commercial customer facing role, including a minimum of 3 years in a leadership position
Strong Team Builder with Change Management skills
Strong decision making, organizational and problem solving skills with a willingness to delve deeply into complex issues. Excellent analytical skills; Detail orientation when needed as well as ability to think on strategic level
Excellent interpersonal, communication and time management skills, while keeping positive attitude and looking for win-win solutions; Strong influencing and convincing skills
Service oriented and customer focused attitude and skills. Willingness to help customers, providing outstanding experience that makes a positive difference and drives customer satisfaction
Result focused; Solid understanding of purchase order/invoice business systems
Strong knowledge of computer applications, including MS Office; Knowledge of SAP is an advantage
Strong written and oral presentation skills in English and (Native) Dutch

Middle / Back Office Operations Manager Resume Examples & Samples

Performing daily and monthly P&L review working closely with the Administrator, Trustee and Counterparties to ensure accurate and transparent financial data is reported
Liaise with our Trustee, Custodians, and Administrator to ensure accuracy of cash and positions along with distributions and asset tests in our SMA and CLO vehicles
Strong Product knowledge in regards to Bank Debt, Derivatives, FX, Asset Backed Securities and Mortgage Backed Securities is required
Oversight of break reconciliation and controls to ensure the business is provided with accurate position inventories for P&L, valuation and risk reporting for all funds
Providing assistance regarding Treasury management and Collateral relationships to the Street
Oversight and monitoring Prime Brokerage balances and verify debit and credit interest, stock loan fees and other Prime Broker charges
Build and implement processes and controls for P&L and other Risk items and escalate issues to management
Participate in initiatives or projects related to business development and reporting
Assisting in coordinating with regulatory reporting and authorities and internal and external auditors during examinations, reviews and audits
4-year college degree (Accounting or Finance preferred)
5+ years of Accounting / Finance-related work experience
CPA / CFA / MBA a plus
Knowledge of Microsoft products
Leadership and staff management experience
Previous experience in investment operations or fund administration is preferred
Strong communication skills, both verbal and written
Team player and self-starter
Detail- and procedure-oriented

Specialty Back Office Manager Resume Examples & Samples

Partner with region and office management to provide feedback on logistical performance as it pertains to performance reviews around attendance, tardiness, accuracy and timeliness on submitting mileage reimbursements
Oversee the complete on-boarding process for the traveling Specialty assistants and ensure employee is signed up for all required workshops to meet their Essentials Program
Partner with region and office management to determine and set office specialty dates and times, maintain mapping charts/reports for team scheduling strategy for Oral Surgery, Periodontics, Orthodontics, Pedodontics and Endodontics, determine patient counts and confirm Specialty Dental Assistant team assignments for the offices
Manage and approve time-off requests for the travelling Specialty Dental Assistants, resolve any issues with attendance and/or scheduling
Adjust the travelling Dental Assistants schedule to mitigate any gaps in coverage. Ensure office and regional management is always aware of risk in inadequate coverage
Provide gap analysis and identify solutions to increase efficiency and ideal workforce ratios
Manage Specialty Connect database – Create & update office profile and personnel profiles, request personnel profiles established via IT, manage scheduling templates
Conduct frequent audits to maintain accuracy of the database
Responsible for training team members on how to use Specialty Connect
Review and approve attendance and mileage reimbursement records for the Specialty Assistants and research any discrepancies with the schedules and time sheet records. Alert management on any discrepancies
Conduct analysis on payroll spend provide recommendations on utilizing resources effectively and reducing costs such as overtime, double time, meal time penalties, etc
Review business trends, and distribute reporting and analysis on current and future staffing to the offices. Partner with Regional Leadership and Recruiting to proactively identify any future staffing needs related to turnover or market trends
Provide recommendations and implement changes related to process improvements that may change financial and patient outcomes
High School Diploma or GED, in lieu of degree 5+ years of experience in a medical and/or dental office operations
Knowledge of Microsoft Office, and other software applications

Project Back Office Manager Resume Examples & Samples

In alignment with the project team and the legal counsel give legal judgment of operational risks, respecting internal approval processes
In alignment with the project management and the legal counsel analyze and comment public tender documents and contracts
Exercise contract readings with the project teams
Create the project-related claim strategy
Initiate and support the claim and change order process in projects
In alignment with legal counsel and supply chain management support the drafting and negotiation of supplier contracts
Ensure the successful execution of contracts according to agreed commercial obligations, financial and qualitative targets
Ensure that costs are recorded in detail to provide transparent feedback / claim substantiation in order improve the enforceability of contract claims
Actively provide recommendations & advice on how to avoid any additional cost and where not possible how to minimize the costs of legitimate claims
Together with the project teams successfully win and fend off claim
Timely and sustainably document claims and change orders incl. all necessary evidence
Support the legal counsel in preparing the argumentation and evidence in arbitration and court proceedings
Ensure the correct process and tools are in place and followed
Legal/commercial training or degree in legal studies
Good knowledge of local law, especially with regard to all aspects of contract law, contract drafting and contract negotiations
Minimum 3-5 years experience in the field of contractual law and contracting and in legal support of projects in comparable companies/branches
Knowledge of and practical experience with FIDIC Yellow Book and FIDIC Red Book are essential
Experience in project business
Analytical, strategic and conceptional thinking
High level of self determined work
High motivation, active participation in subject matter and responsible involvement
Team spirit and empathy
High level of integrity and reliability
Stress resistance and result-oriented work attitude
Humorous and joyful work attitude
Excellent oral and written command of Romanian and English language

Middle / Back Office Operations Manager Resume Examples & Samples

Managing the Bonds/Derivatives team
Coordinating overall work plan for US client service group operations staff
Providing coaching, training and leadership to the client service team
Acting as the senior client relationship manager to provide overall client satisfaction
Ensuring a good dialogue between client and team including keeping clients abreast of internal changes and new initiatives
Identifying, preventing, and resolving day-to-day issues
Reviewing procedures and streamlining current processes
7+ years experience in Accounting or Back Office Operations working for a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner
Solid knowledge of corporate actions a plus
Middle/Back office experience covering trade settlements, fail control, cash, position and trade reconciliation, and client servicing a must
Prior collaboration across regions and departments a must
Comfortable working with technology on development initiatives
Ability to prioritize and delegate effectively