Financial Service Resume Samples
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Financial Service Resume Samples
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RR
R Rogahn
Retha
Rogahn
64505 Zboncak Island
San Francisco
CA
+1 (555) 450 1469
64505 Zboncak Island
San Francisco
CA
Phone
p
+1 (555) 450 1469
Experience
Experience
Detroit, MI
Financial Service Organization
Detroit, MI
O'Reilly-Cruickshank
Detroit, MI
Financial Service Organization
- Performance management and measurement (Key Performance Indicators (KPI), business driver-based metrics)
- Teams with the Area Finance Lead to share/obtain insights and contribute the regional view of performance and the drivers of performance
- Develop long-term client relationships and networks
- Develop and maintain productive relationships with client management
- Collaborate to plan engagement objectives and a strategy that addresses risk and performance improvement
- Develop long-term relationships and networks both internally and externally
- Identify and execute numerous improvement opportunities/best practices to support the operations of the region
Los Angeles, CA
Financial Service Associate
Los Angeles, CA
Bechtelar, Harvey and Satterfield
Los Angeles, CA
Financial Service Associate
- Support all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients
- Assist in the branch Risk Management Review process to include, but not limited to, monitoring bait money and ensuring dual control procedures are followed
- Images proof work through branch capture machine to include reviewing work and making corrections
- Other duties and special projects as assigned by Senior Management
- Performs research for customers as issues arise
- Provide back up support to FAs on alternate portfolios while FSAs are away, when necessary
- Provide high quality customer service to mass affluent customers
present
Chicago, IL
Financial Service Specialist
Chicago, IL
Hirthe, Hansen and Feest
present
Chicago, IL
Financial Service Specialist
present
- Assist customers responding to store event invitations and other marketing related activities
- Perform other duties as assigned
- Ensures a clean, safe and accident-free work environment and comply with Bank safety rules
- Process, review, and decision register referrals, Nordstrom Direct transactions, and credit line increase requests
- Troubleshoot customer inquiries regarding online enrollment, password, sign-on issues and other online related questions
- Enter, review, and decision new account applications from multiple channels: stores, online, and/or customers responding to promotional invitations
- Answer complex inbound account inquiries by applying advanced knowledge of Visa, Retail, Corporate Card, Debit, and Gift Card products
Education
Education
Bachelor’s Degree in Computer Science
Bachelor’s Degree in Computer Science
Southern Illinois University Carbondale
Bachelor’s Degree in Computer Science
Skills
Skills
- Able to work in a self-sufficient manner, operating across multiple projects, priorities and complexities
- Demonstrates the ability to challenge assumptions and decisions in an appropriate manner
- Experienced in effectively building, leading, managing and coaching a team of finance professionals
- Successful track in building and maintaining key business relationships
- A successful track record of implementing and leading key business change initiatives
- Finance Transformation, including Finance Vision, Target Operating Model, Org Design, Metrics for the Finance Function, Enterprise/Global Process Ownership
- Source System to Financial Reporting Transformation, including ERP Systems, G/L Design, Sub Ledger Design, Close Acceleration, Process Improvement, Chart of Accounts Design, Statutory and Regulatory Reporting Design, CCAR Reporting, Financial Reporting
- Inform to Manage solutions, addressing the FP&A and Management Reporting agenda including Planning, Budgeting, Forecasting, Profitability Measurement, Analytics, Cost Accounting, Cost Transparency, Driver based models, and Performance Metrics
- Sourcing to Payment solutions, addressing the Finance processes focused on the broadly defined effort to manage third party suppliers and addressable expense including Sourcing, Contracting, P2P processes, Spend Analytics, Procurement Operating Model, and Supplier Performance Management
15 Financial Service resume templates
Read our complete resume writing guides
1
Financial Service Resume Examples & Samples
- ACA / ACCA / CA / CTA / law or equivalent qualification (or breadth of knowledge equivalent to CTA)
- Experience in a tax and/or financial services environment
- An understanding of operational tax issues
- Relationship management skills with the ability to manage client expectations
- Results orientation and be willing to take on responsibility
- The ability to drive things forward and work with team members from across the practice
- Client focus and be strategically and commercially aware
- Teaming skills; and
- Enthusiasm and a flexible attitude
2
Financial Service Resume Examples & Samples
- Provision of a wide range of tax advisory services - includes; UK corporate tax issues for corporate groups, partnership issues, fund tax issues, fund structuring, international tax issues
- Research and prepare work for managers/ senior managers/ partners review
- Project management and coordination of work undertaken by overseas EY offices for UK based clients
- Contribute to the development of client relationships
- Responsibility for the technical development of more junior members of staff
- Professional qualification working towards: ACA/ACCA/ATT/CTA or
- Tax Inspectors with full Technical Training course
- Prepared to study for CTA qualification (if not already achieved)
3
Financial Service Manager Careers Specifically for s Aboriginal Peoples Resume Examples & Samples
- Complete applications and close sales as part of customer interaction
- Discuss performance and complete Coaching for Performance Assessment with BM bi-weekly
- Candidates who do not meet the minimum requirements will be considered an Financial Services Manager in-training until they have fully completed the requirements to become a fully qualified Financial Services Manager
4
Accountemps Financial Service Group Account Executive Resume Examples & Samples
- Accounting/Finance/Business Administrative Degree preferred
- 3+ years finance, accounting, or banking experience preferred
- Working knowledge of Excel and any prominent General Ledger or ERP accounting package preferred
5
Financial Service Coordinator Resume Examples & Samples
- 80% Administrative assistance
- Prepare correspondence for advisor signature
- Copy and track all client and practice materials including business correspondence
- Schedule client appointments and prepare agendas/ forms for appointments
- Conduct client appointment reminder calls and check-in calls on follow up items
- Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients
- Work with home office to ensure accurate account setup and resolve issues
- Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
- Maintain files and records in accordance with the records retention policy
- Order supplies and other office related items
- Manage equipment and facilities including equipment maintenance and cleaning service contracts
- Review work methods and procedures for possible quality improvements and efficiencies; implement them when appropriate
- Coordinate marketing events for the practice
- Manage the flow of wholesalers in the office. Submit/track any invoices for agreed upon payments
- Perform other allowable duties as assigned by the financial advisor(s)
- 20% Client care
- Greet clients upon arrival and extend hospitality to clients
- Set up and maintain client management system
- Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
- Document client contacts/calls
- Track client special events and make appropriate contact per established client contact model
- Review and update client information as needed for client review meetings
- Manage and resolve client service issues
- Call clients or prospects to set up meetings or appointments
- Coordinate client appreciation events and seminars
- Review and respond to emails as necessary
6
Financial Service Client Account Manager Resume Examples & Samples
- Client contact including responding to client requests, inquiries and account assistance
- Efficient and accurate execution of trades in accounts as per client or advisor’s instruction
- Education for retirement plan participants which may include travel
- Maintaining records and keeping current our CRM (Redtail)
- Administrative functions including greeting clients for meetings, answering phones, assisting clients with questions, filing, preparing correspondence and necessary account paperwork
- Handling administration of account maintenance, transfer, money movement, account changes
- Build positive and productive relationships with individual clients
- Maintain/build relationships with retirement plan contacts/administrators
- Respond to customer issues & inquiries in a timely manner
- Assist advisors with meeting preparation including presentation preparation and account maintenance and research
- Adhere to all internal as well as Broker/Dealer policies and procedures
- Must possess MO & KS Life & Health licenses
- Must possess Series 6 & 63
- Bachelor’s degree in related field or at least 3 years in financial service industry
- Ability to work with team or independently and exercise judgment in fast paced environment
- Excellent time management, problem-solving & organizational skills. Attention to detail is a must
- Basic proficiency of Outlook, Microsoft Word & Excel
7
Financial Service Manager Resume Examples & Samples
- RISR registered and lending qualified
- Branch Compliance Officer (BCO) qualified
- Brilliant at the Basics
- Excellent customer service aptitude
- Strong management, leadership and coaching capabilities
- Understands P&C Canada’s technology and processes well, able to multi-task and delegate appropriately
- Possesses intimate knowledge of all aspects of P&C Canada’s branch operations
- Understands full suite of financial products and comfortable answering questions and referring to the appropriate SME
8
Financial Service Specialist Resume Examples & Samples
- Process, review, and decision register referrals, Nordstrom Direct transactions, and credit line increase requests
- Answer complex inbound account inquiries by applying advanced knowledge of Visa, Retail, Corporate Card, Debit, and Gift Card products
- Locate account numbers for Visa, Retail, and Debit cardholders shopping in Nordstrom stores
- Answer basic inbound account inquiries and apply knowledge of Visa, Retail, Corporate Card, Debit and Gift Card products
- Troubleshoot customer inquiries regarding online enrollment, password, sign-on issues and other online related questions
9
Financial Service Associate / Personal Banker Resume Examples & Samples
- Job Requirements
- Previous success selling/upselling products and or services in a goal driven environment
- 1+ years of customer service and sales experience
- Prior banking platform experience preferred for a Financial Service Associate (FSA)
- High School diploma or equivalency required, and college degree a plus
- Intermediate working knowledge of computers
- Ability to utilize advanced branch technology including tablets, “super” ATMs and other systems effectively and engage and educate customers in using them
- Strong verbal and written communication skills and excellent listening skills
- Demonstrate ability to provide solutions for complex customer related issues
- High energy; proven ability to effectively multi-task in a fast paced environment
- Will be required to work weekends, may be required to work evening hours based on location and business needs
- Based on the role assigned, NMLS registration and successfully completing a credit check may be required
10
Financial Service Due Diligence Resume Examples & Samples
- Analyze financial and operational results of targets through the preparation of various analyses by reviewing accounting records and conducting interviews with management, including finance, operations, human resources and marketing. Prepare/evaluate pro forma financial information. Assist in identifying issues for purchase price reductions, deal restructuring, or deal termination. Assist management in identifying pre/post-acquisition issues. Assist in preparing reports and schedules
- Evaluate the effects of seasonal and cyclical changes on cash flow requirements. Perform industry and company research
- Develop/maintain productive working relationships with client personnel. Direct the progress of fieldwork, inform supervisors of the engagement status, and manage staff performance. Comply with EY policies and guidelines
- Develop people. Provide constructive performance feedback/training and conduct performance reviews. Foster teamwork and innovative thinking
- Commit to developing knowledge. Use technology to continually learn, share knowledge with team members, and enhance service delivery. Respect/protect client information. Maintain an educational program to continually develop skills
- Achieve growth. Understand EY and its service lines and identify opportunities to serve clients
- A bachelor's degree in accounting, business or finance, and approximately 2 years of related work experience; or a graduate degree and approximately 18 months of work experience
- A minimum of 18 months of relevant external audit experience in a public accounting firm
- Mergers and/or acquisitions transactions experience preferred
11
Financial Service Rep A/R Resume Examples & Samples
- Apply checks and reconcile account balances with client stations
- Reconcile unidentified payments, chargebacks, etc
- Follow up with division presidents and/or sales management regarding station problems
12
Financial Service Audit Manager Resume Examples & Samples
- Five (5) to seven (7) years prior work experience in public accounting
- Prior significant supervisory experience
- Sound GAAP and GAAS knowledge
- Familiarity with SEC and PCAOB reporting rules
- Possess proven solid verbal and written communication skills
- Possess excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting
- Possess executive presence - need to be able to be primary contact for the client, prepare and present presentations to clients and potential clients
- Possess client development/relationship-building skills
- Possess solid decision-making skills
- Able to resolve complex accounting issues
- Able to be responsible for business development and marketing
- Able to be responsible for engagement profitability including billings and collections
13
Financial Service Senior Associate Resume Examples & Samples
- Broad range of audits including financial, operational, compliance and IT controls
- Small to midsized financial services firms
- Accounting or auditing functions
- Understand technical issues and using available resources to enhance value to clients
- Collaborate with client and team members to effectively achieve common objectives
- Identify and define audit scope and objectives, execute audit steps, provide observations and recommendations, and developing audit reports
- Strong Microsoft product user
- Ability to multitask and work independently
- Ability to keep abreast of latest regulatory and financial services industry trends as well as information technology disciplines
14
Financial Service Rep Resume Examples & Samples
- Sells and cross-sells insurance products to new and existing Customers
- Meets with customers and prospects and develops understanding of other financial objectives and needs. Assesses customer information and suggests appropriate product and service solutions. Sells customers on value and benefits of suggested alternatives and closes sales
- Maintains strong product and sales knowledge and champions core service values. Provides guidance and training to less experienced staff
- Provides sound advice at every Customer interaction to create a positive Customer experience and ensure that the Customer’s financial needs are met
- Contributes to the ongoing improvement of the Customer Experience by leading, coaching and modeling quality service at every Customer interaction
- Responsible for meeting or exceeding specific individual sales goals
- Takes residential mortgage loan applications AND offers or negotiates terms of residential mortgage loans for compensation or gain
- Cultivates strong relationships with back office service partners to ensure delivery of high quality customer service, on-going communication needs and operational consistency
- Develops plan to achieve sales goals with assistance from management
- Provides referral and product training to non-licensed branch employees and others as needed
15
Financial Service Development Specialist Resume Examples & Samples
- Minimum 8 years’ experience in financial services
- Prior experience working in DRC (DRC residence preferred)
- Experience in microcredit
- Knowledge of USAID Development Credit Authority (DCA) requirements
- Experience in agricultural finance preferred
- Reputation for professional excellence (as evidenced by references and achievements)
- Strong written communication and effective cross-cultural interpersonal skills
- Experience working on international donor-funded development projects preferred
- Language Ability: Oral and written fluency in French required. Swahili and/or English fluency preferred
16
IVE Head-centre of Excellence for Financial Service Industries Resume Examples & Samples
- 15+ years of professional experience in Sales / Consulting / Industry Solutions experience including + 10 years enterprise software, 3-5 years value selling experience and management consulting experience preferred
- SAP product application experience and /or relevant industry/solutions experience. Industry/ business experience in one of SAP’s target Industry Clusters (like Financial Service Industries, Consumer Industries, Discrete Industries)
- Demonstrated consultation and influence skills with C- level. Expert knowledge of C- level decision making process management. Executive presence and deal optimization skills, Strategy/management consulting experience
- Goal-oriented, strong leadership qualities (cross-functional and multi-national teams preferred)
- Expert knowledge and ability to communicate the value selling vision and methodology. Customer facing experience. Fluency in English, any other language an asset. Fluency in the language of local markets desirable
- Sales industry knowledge
- Building credibility
- Engagement management and execution
- Critical problem solving
- Thought leadership
- Contribution to knowledge sharing
17
VP, Financial Service Center Resume Examples & Samples
- Provide leadership, guidance and strategic direction for the more than 180 employees who work at the Financial Service Center
- Ensure the timeliness and accuracy of the transactional accounting support performed at the Financial Service Center
- Ensure the adequacy of internal control over financial reporting
- Build and maintain positive relationships with the large number of internal and external customers
- Lead significant projects that support the Company enterprise-wide
- Bachelor’s Degree – Accounting or Finance required
- Master’s Degree-Accounting or Finance, MBA or CPA preferred
- 7-10+ years related to BPO or finance shared services with demonstrated experience managing complex cross functional units or groups, in a global complex matrixed environment. Offshoring or Fortune 500 experience preferred
- Experience leading large organizations successfully (in excess of 100 employees)
- Strong leadership skills, leading by example, driving employee commitment through actions, and empowering employees to reach their full potential
- Demonstrated success with meeting the needs of a wide range of employees while driving team performance, monitoring results and appropriately allocating resources
- Excellent entrepreneurial skills and ability to work independently
- Previous experience with internal control over financial reporting in finance shared services environment
- Previous experience managing implementation of technology and executing process improvements
- Experience managing customer relationships and resolving dissatisfied or difficult customer issues
- Strong interpersonal skills, with significant evidence of business partnering and leading teams
- Demonstrated competency in creating and executing on strategic plans
- Proven track record of leading large, complex projects with multiple stakeholders and driving organizational change
- A deep understanding of metrics/dashboards that drive an environment and culture of continuous improvement
- Possesses strong problem-solving, collaboration, critical thinking, team building, and presentation skills
- Results oriented with strong time management and project management skills, and must be highly organized and driven to succeed
18
Financial Service Center Manager Resume Examples & Samples
- Collaborates proactively with stakeholders across campus and with colleagues across the Office of Finance and Treasury to cultivate a positive customer experience
- Understands the goals and priorities of the functional areas within the Office of Finance and Treasury and supports those efforts through engagement with the campus community
- Partners with Office of Finance and Treasury colleagues to support and enhance financial training, communications, and the user experience
- Establishes and maintains a process for customer service data collection and analysis; regularly communicates results to colleagues and makes connections across the organization to enhance processes and procedures and improve the customer experience
- Helps communicate and translate complex financial policies and procedures to members of the campus community
19
Financial Service Organization Resume Examples & Samples
- Acts as the primary advisor for finance related matters to the Region Managing Partner and their respective leadership team of one of the fastest growing regions
- Ability to provide forward looking insights/analyses to help support critical decision making by regional leadership
- Identify and execute numerous improvement opportunities/best practices to support the operations of the region
- Ability to cultivate strong executive level relationships within the region, across the area and within the finance community
- Drives the successful implementation of the Global Finance vision, aligned with Vision 2020, and overall strategy to perform as a single common and integrated Finance organization
- Aligns the regional operating structure with the Global Finance structure and people strategy, and build finance capabilities by attracting, retaining and managing a value oriented workforce needed to support an increasingly complex operating environment
- Provides region-specific guidance and oversight to the Region Service Line Finance Advisor; promotes sharing of information and teaming across the Region FROs
- Provides region-specific guidance and oversight to the Region Markets Finance Advisor; promotes sharing of information and teaming across the other Region FROs
- Supports the Group CFO and communicates region-specific perspectives
- Teams with the Area Finance Lead to share/obtain insights and contribute the regional view of performance and the drivers of performance
- Strong analytical skills coupled with decision making capabilities are essential for the RFL role. Common areas where the RFL will apply these skills are
20
Core Business Services Financial Service Organization Senior Resourcing Manager Resume Examples & Samples
- Enhancing business performance by advocating recommendations, providing insights and managing expectations in pursuit of increasing utilization and employee engagement
- Demonstrating personal leadership and having presence, vitality and agility in leading their direct reports
- Stakeholder and relationship management – Responsible for managing key relationships within and across their region
- Resource optimization – Highlighting capability across the region and the wider business to optimize performance
- Experience management – Promoting identification and delivery of career experiences as part of every engagement
- Leakage management and data quality – Confirming margin is maintained and revenue recognized, and ubiquitous and accurate use of key enablers and data quality
- Continuous improvement – Supporting roll out of initiatives on behalf of the resourcing leader and identifying opportunities to improve teams performance
- Ability to drive business change and manage project in a multi-jurisdictional business
- University or diploma qualified in a field of business, HR or Finance
21
Dshs Financial Service Specialist Resume Examples & Samples
- *Note: Employees shall be advanced to Financial Services Specialist 2 after completing six months of satisfactory service as a Financial Services Specialist 1 and satisfactory completion of the Financial Services Specialist Training Plan
- Read local, State, Regional policies, procedures, memos, directives
- Must be able to communicate effectively with management, peers, clients, and the public as required to carry out the assigned duties of the position
- Six months of qualifying experience must be in a Contact Center environment
- Must be able to model professional conduct, courtesy and high stress tolerance in difficult situations
- 11570
22
Financial Service Rep Resume Examples & Samples
- Answer all incoming calls in a high quality service manner. Provide customers and potential customers of all bank branches with answers to inquiries regarding a very broad and challenging range of bank areas in an efficient and timely fashion via telephone
- Promote, cross‑sell and up‑sell bank products and services to customers over the phone in a professional manner through the discovery process
- Meet or exceed established standards of performance for service and sales
- Investigate and resolve customer problems and inquiries in a timely manner
- Use computer programs to retrieve and log information, as well as to track and resolve problem areas and complaints
- Provide management with customer and/or individual comments, suggestions or complaints. Offer solutions and work with telephone banking team to develop and implement effective solutions to ensure quality customer service and a positive working environment
- Maintain knowledge of Telephone Banking Center policies and procedures, bank products and services, and general operating procedures of entire bank
- Assemble and maintain orderly filing system of varied reference materials (including information on competitors) to aid in handling customer inquiries
- Follow up to ensure fulfillment of customer requests
- Participate in training programs to enhance service and selling skills
- Must exhibit positive team spirit and willingness to help customers, prospects, and other team members
- Perform other functions and related duties as assigned
- Promptly adhere to set working schedule
- Prior customer sales and/or service experience. Retail banking experience preferred
- Excellent telephone voice and verbal communication skills. Ability to paint pictures with words
- Excellent customer relations skills with ability to sell products, empathize and solve customer problems
- General knowledge of personal computer and keyboarding. Ability to use bank-related software and/or to work in a Windows environment preferred
- Self‑starter with good decision making skills. Able to meet deadlines and works with little direct supervision
- Product knowledge of retail deposit and loan products preferred
- Understanding of bank policies and procedures preferred
- Proven work performance
- High school diploma or equivalent. Bachelor’s degree or equivalent work experience preferred
- Able to work in a stressful environment
- Able to work and adhere to flexible schedule
- Team player. Ability to work closely with team members in a willing and professional manner
23
Financial Service Associate Resume Examples & Samples
- Strong commitment to providing exceptional customer service
- Outstanding active listening skills and the ability to engage customers to determine their unique financial needs and preferences
- Proficient PC and keyboarding skills with ability to multi-task between multiple computer applications
24
Financial Service Associate Resume Examples & Samples
- Assist with branch morning and evening duties to include opening and closing the vault, working and locking the Night Depository, setting up the Teller station with supplies and cash, and balancing the Teller window/branch
- Assist in managing operational loss within a branch to include: seeking supervisory override for transactions outside of authority, proper hold placement for loss mitigation, and superior balancing
- Adheres to professionalism standards to include demeanor, dress, and station orderliness
- Demonstrates quality customer service to include greeting customer, using their names, making eye contact, smiling, thanking for business, and offering another product or service
- May function in a mentor capacity offering guidance, instruction, and coaching to fellow Tellers enforcing policy and procedure
- Images proof work through branch capture machine to include reviewing work and making corrections
- Other duties and special projects as assigned by Senior Management
- Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act
25
Senior Account Executive Banking Financial Service Resume Examples & Samples
- 10+ years of experience in sales of complex business software / IT solutions
- Proven track record in business application software sales
- Experience in lead role of a team-selling environment
- Demonstrated success with large transactions and lengthy sales campaigns in a fast-paced, consultative and competitive market
- Business level English: Fluent
- Local language: Fluent, Business Level
- Bachelor equivalent
26
Customer Financial Service Rep Resume Examples & Samples
- Collections via calling, emailing, etc past due accounts
- Working with Supervisor for customers over their credit limit to manage credit risk
- Other Miscellaneous Collection activities (Sending statements, discussing past due accounts with sales reps, etc)
- Assist in Dispute Resolution
- Working on applying cash for customers
- Bachelor's Degree is preferred but not required
- 1-3 years of experience in Accounts Receivable or an equivalent combination of experience/education is required
27
Financial Service Segment Manager Resume Examples & Samples
- Typically 12+ years to demonstrate mastery of Service Business Management (including financial services)
- Advanced experience in several of the related disciplines of partnership management, portfolio management, and business development and planning
- Proven track record on strategic alliance and partner management and development
- High knowledge of Information Technology (IT) and services industry. Managed services experience and/or financial services preferred
- In-depth and broad knowledge of company organization, functions, culture, HP Services (HPS) services portfolio, routes to markets, and end to end processes. Unique mastery and recognized authority in area of responsibility. Need solid technical, and state-of the- art functional, or business knowledge
- Knowledge of HP Financial services culture and offerings preferred
- Demonstrated ability to lead and inspire teams, cross functional teams and business partnerships to accomplish goals under pressure situations. Strong skills in exercising independent judgment
- Ability to manage strategic partner performance, strategic alignment, and facilitate performance management
- Ability to identify and choose strategic partners to meet portfolio offerings for MS customers
- Highly developed project/ program management and change management skills. Solid understanding of business planning methods and business acumen
- Excellent presentation skills. Highly developed negotiation/ influencing skills
28
Financial Service Associate Resume Examples & Samples
- Maintains a customer service culture by focusing on customer needs through more complex customer profiling
- Ensures loan agreements and supporting documentation are complete and accurate according to policy
- Supports procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping
- Minimum of 1 year sales and/or business development experience preferred
29
Financial Service Organization Resume Examples & Samples
- Manage project teams through all phases of the technology enablement life cycle. Lend specific subject matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, and system design and interfacing requirements
- Advise clients on a variety of business process issues that help identify, assess, manage and measure the organization's capabilities. Use business process, organizational and technology capabilities and knowledge across several of the following focus areas
- A minimum of 3+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
- Experience working in a Hedge Fund, Asset Management company or as a Management Consultant in one of these companies
- Demonstrated ability to manage and supervise a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing
- Strong knowledge of and experience in supervising and executing all phases of the technology life cycle, based on proven project management and testing methodologies
- It is essential that the successful candidate possess a deep knowledge of technical architecture design and have a good understanding of technology tools and components to reasonably argue for and against all components (middleware, database, reporting tools, etc.) in financial systems architecture
- Willingness and ability to travel approximately 50-70%
30
Financial Service Organization Resume Examples & Samples
- Finance Transformation, including Finance Vision, Target Operating Model, Org Design, Metrics for the Finance Function, Enterprise/Global Process Ownership
- Source System to Financial Reporting Transformation, including ERP Systems, G/L Design, Sub Ledger Design, Close Acceleration, Process Improvement, Chart of Accounts Design, Statutory and Regulatory Reporting Design, CCAR Reporting, Financial Reporting
- Inform to Manage solutions, addressing the FP&A and Management Reporting agenda including Planning, Budgeting, Forecasting, Profitability Measurement, Analytics, Cost Accounting, Cost Transparency, Driver based models, and Performance Metrics
- Sourcing to Payment solutions, addressing the Finance processes focused on the broadly defined effort to manage third party suppliers and addressable expense including Sourcing, Contracting, P2P processes, Spend Analytics, Procurement Operating Model, and Supplier Performance Management
- A bachelor's degree and approximately 2 years of related work experience or a graduate degree and approximately 1 years of related work experience
- Experience in multiple solution areas described above
- A degree in finance, accounting, or a related business discipline
- Developing knowledge of the finance function in the Financial Services industry in the form of
31
Financial Service Organization Resume Examples & Samples
- An optimal applications portfolio and governance structure that aligns with IT strategy and business architecture
- Improvement in application performance driving higher customer (internal and external) satisfaction
- Cost reduction and better investment decisions for applications infrastructure and services
- Reduction in complexity and improvement in agility for applications to support changing business needs and risk mitigation
- Support Advisory Services by providing business development assistance, and as needed, managing project teams through agreed upon phases of the ERP project governance, requirements definition, vendor selection, risk analysis, customization, testing, implementation, and training
- Work with Advisory senior leadership to establish the Application Advisory Service offerings. EY will aggressively establish and perform many services in this area. At the same time EY may choose not to pursue certain services. Identification of focus areas along with risk mitigation strategies will be a key activity
- Assist in developing applicable methodologies, tools, approaches, points of view, thought leadership and accelerators to differentiate EY in the ERP advisory market. These are shared with all EY market facing organizations to provide consistency and common platforms with which to go to market
- Team with client technology professionals, and/or third party strategic alliances to provide implementation of technology solutions
- Demonstrate quality project execution and delivery by successfully monitoring project/program team economics, performance against the job arrangement and budget, and proactively adjust scope, timing, and resources as appropriate and if necessary
- Develop people by encouraging individuals to think for themselves and take responsibility for their contributions to the team. Delegate work successfully. Conduct timely performance reviews and provide performance feedback/training. Lead by example
- Generate new business opportunities by thoroughly understanding EY and its service lines and actively assessing and presenting ways to apply knowledge and services
- Develop long-term relationships and networks both internally and externally
- Manage and supervise a team of technology professionals through all phases of the technology lifecycle, including requirements definition, architecture design, conversion and testing
- Interact and communicate effectively with finance and technology senior and middle management executives
- General ledger, accounts payable, accounts receivable, purchasing and fixed asset ERP systems features and functionality
- Industry-specific solutions provided by ERP vendors
- ERP data services including database technology and data warehousing features and functionality
- Business intelligence product features/functionality and reporting solutions
- Finance organization strategy (vision, mission, guiding principles, operations and compliance)
- Financial accounting and reporting systems operations and technology
- Budgeting, planning and forecasting operations and technology
- Performance management and measurement (Key Performance Indicators (KPI), business driver-based metrics)
- Program management including global initiatives
- Information technology architecture
- Database design
- Supply chain management
- Customer relationship management
- Product lifecycle management
- Manufacturing
- A bachelor's degree in computer science, engineering, accounting, finance or a related field (MBA or MS degree preferred)
- Experience working with ERP systems (SAP or Oracle preferred, Hyperion, JDE and PeopleSoft considered) in business operations, corporate finance or enterprise technology
- A minimum of 5 years spent in a managerial and IT/business integration role
- Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing and integrating enterprise finance with technology skills
- A proven track record of developing and mentoring junior resources through the career progression
- Knowledge of leading practices, benchmarking, peer company environments and prior advisory experience relevant to industry-specific finance and technology functions
- Prior consulting industry experience preferred
- Be willing and able to travel 50-70% of a work schedule
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Financial Service Organization Resume Examples & Samples
- Develop and maintain productive relationships with client management
- Collaborate to plan engagement objectives and a strategy that addresses risk and performance improvement
- Manage expectations of service delivery
- Stay informed of business/economic developments and their impact to the client
- Demonstrate high levels of technical and professional knowledge and quickly assimilates new knowledge
- Keep up-to-date with current developments and trends in advisory services capabilities and industry knowledge
- Deliver quality services
- Value and model excellent client service by establishing goals and implementation plans to achieve a high quality deliverables and within expected timeframes and on budget
- Monitor progress, manage risk and confirm key stakeholders are kept informed about progress and expected outcomes
- Develop people
- Provide constructive on-the-job feedback/training
- Foster an innovative and team-oriented work environment
- Commit to developing knowledge, continue to learn and share knowledge with clients and team members
- Respect/protect client information
- Develop long-term client relationships and networks
- Develop relationships with other EY team members across all practices to serve client needs
- A degree in business, finance, accounting, computer science, engineering, or a related field; MBA or master's degree preferred
- A minimum of 3+ years of experience working at a professional services firm, financial services company or comparable experience working as an advisor to a financial services company
- Approximately 4 years of experience in the financial services industry, providing advisory services in the finance function and other operational areas that impact the finance function (e.g. ; General Ledger Reconciliations, Chart of Accounts Rationalization & Design, Close to Report; Cost Reduction Initiatives, Funds Transfer Pricing, Budgeting and Planning, )
- Experience in managing Enterprise Resource Planning (ERP) implementations
- Demonstrated record in driving revenue within existing clients at the 'C' level of Fortune 500 companies
- Experience in program management for large scale business transformation projects and programs
- Work collaboratively in a team environment (knows when to lead and when to follow)
- Willingness to travel 50%
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Financial Service Organization Resume Examples & Samples
- Partner with project teams through all phases of the technology enablement life cycle. Lend specific subject matter knowledge to the design and integration phase of each project, helping to give specificity to the appropriate architecture, data model, and system design and interfacing requirements
- A minimum of 1-2 years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
- Demonstrated ability to partner with a team of technology advisors through all phases of the technology life cycle, including requirements definition, architecture, design, development, implementation, conversion and testing
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Financial Service Organization Resume Examples & Samples
- Clarity
- Cognos
- Oracle Financials
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Customer Financial Service Manager North Asia Resume Examples & Samples
- 8 years credit management level experience
- 5 years’ experience of managing a team of direct reports
- Minimum Chinese and English spoken and written
- Demonstrate project management experience 2 years +
- Experienced in working in matrix organization
- Working within global process/policy design
- Business to business operational credit experience
- Customer and market place credit risk assessment
- Financial statement (Balance sheet and P &L) analysis experience
- Business and people performance management experience
- Change management experience
- Experience with working as business partner with business and functional executive stakeholders
- Ability to manage a team in multiple locations
- Strong work-ethic and commitment to business principles
- Ability to set priorities, delegate tasks, provide direction and support and develop a team to operate independently and proactively
- Ability to multi-task, follow through on actions agreed and attention to detail
- Full order to cash end to end process knowledge and experience
- Performance coatings business knowledge
- Fluent in 3 languages (English, Chinese + Korean or Japanese)
- Experience of AkzoNobel O2C tools - ANDM, SAP/FSCM, EBS workbench, MFGpro
- Performance management experience working with SSC
- Experience in sales / customer focused commercial role
- Excellent communication, networking and presentation skills
- Experience in at least one AkzoNobel O2C tools in another business (External) (SAP, FSCM, MFGpro, EBS)
- Experience of working within North Asia businesses
- Clear understanding of commercial focus in balanced decision making
- Financial statement analysis and assessment / judgment
- Set, meet or beat deadlines
- Degree level or equivalent (experience)
- Lean Six Sigma qualification green belt or above
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Intake Financial Service Representatives Resume Examples & Samples
- Maintains Confidentiality and Privacy
- Has clear and positive communication with internal and external AHS customers
- Has high respect for co-workers and participates as a team member
- Maintains adherence to attendance and time management on the queue
- Adheres to dress code and other hospital/departmental policies
- Attends staff meetings and alerts supervisor to out of ordinary issues
- Is receptive to supervision and feedback
- Takes appropriate initiative
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Kelly Services Is Seeking an Experienced Financial Service Rep Resume Examples & Samples
- At least 2 year of branch banking experience & sales
- The ability to work Monday - Saturday, 8:00am-4:30pm
- Strong detail-orientation and ability to multitask
- Proficiency with MS Office Suite, ability to navigate multiple computer programs and screens
- Professional and effective verbal and written communication skills, strong ability to multi-task
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Financial Service Manager Resume Examples & Samples
- Responsible for procurement of goods and services in accordance with stringent regulations and procedures for department
- Reports monthly project expenditures to department Contract Administrator for HUB reporting
- HUB Support
- Maintains department procurement card operations
- Maintains accurate data/information in department financial database to meet 'real-time' data goals
- Directs, routes and assigns purchasing related work to appropriate administrative staff within the department
- Supervises student assistant assigned to Fiscal Operations
- Reviews contracts for accuracy and encumbers funds according to documented project fops. Ensures committments do not exceed contractual limits
- Communicates effectively with staff and vendors
- Provides & assists in training on procurement/payment processes to ASU staff and other campuses as required
- Develops procedures/processes to enhance productivity and efficiencies in procurement/reporting utilizing project management software
- Experience and knowledge with TechBuy, Banner and Cognos reporting
- Certified Texas Purchaser (CTP) or Certified Texas Purchasing Manager (CTPM) and have knowledge of the state HUB program and reporting expectations. Fund Accounting knowledge and experience or a combination of is preferred
- Experience with project management programs
- Higher Education or Governmental procurement experience
- State procurement policies and guidelines preferred
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Associate Director Financial Service Institution Advisory Resume Examples & Samples
- Assume a high level of responsibility for client liaison, project management, developing deliverables, writing reports, and presentations
- Participate and supervise engagements of initial public offerings (IPO) or bonds offering in China, US, Hong Kong, and other major stock markets or Asset-backed Securities (ABS) related service
- Stay abreast of industry trends, new accounting standard, financial and regulatory reporting requirements that may have an impact on our clients
- Provide assurance and advisory services to clients in regulatory advisory, accounting, and controllership, for compliance with relevant financial reporting standards or market regulations
- Contribute to developing, growing and maintaining relationships with clients
- Participate in preparing and facilitating training for clients and team
- Participate in major client pursuits, including proposals preparation and presentations
