Financial Support Resume Samples

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CD
C Dare
Cathryn
Dare
8075 Wilkinson Club
Philadelphia
PA
+1 (555) 198 6460
8075 Wilkinson Club
Philadelphia
PA
Phone
p +1 (555) 198 6460
Experience Experience
07/2016 present
Houston, TX
Financial Support Specialist
Houston, TX
Financial Support Specialist
07/2016 present
Houston, TX
Financial Support Specialist
07/2016 present
  • Manages the credit application process and works with all CIT functional areas (Credit, Operations, Pricing, Legal, etc.) as advocate for vendor
  • Performs regulatory audit checks and identifies any regulatory red flags
  • Tasked with meeting monthly budgeted volume goals and service level agreements (SLA),while remaining within CIT risk management guidelines
  • Provides final approval of all transactions prior to payment and booking (under their authority limit)
  • Tasked with meeting or exceeding monthly budgeted volume goals while remaining within CIT risk management guidelines
  • Coordinates contract adjustments where errors have been identified and confirmed
  • Tasked with meeting monthly budgeted volume goals and service level agreements(SLA),while remaining within CIT risk management guidelines
11/2011 01/2016
Los Angeles, CA
Financial Support Associate
Los Angeles, CA
Financial Support Associate
11/2011 01/2016
Los Angeles, CA
Financial Support Associate
11/2011 01/2016
  • Contribute to the wealth management, including coordinating of asset management, estate planning and risk management, in support of the financial planner
  • Create customer credits for account adjustments and customer cancellations
  • Establish and maintain effective and cooperative working relationships with Sales and Support
  • Establish and maintain effective and cooperative working relationships with sales and support
  • Work in a paperless environment and under pressure with strict deadlines
  • Identifying errors and root cause analysis of issues and providing a resolution
  • Review customer contracts and ensure the billing system reflects correct information for each customer according to contract terms
10/2006 06/2011
Dallas, TX
Financial Support Analyst
Dallas, TX
Financial Support Analyst
10/2006 06/2011
Dallas, TX
Financial Support Analyst
10/2006 06/2011
  • Supporting financial reporting & forecasting (AOP/STF cycles) of Sales & Marketing COPS
  • Supporting the annual and quarterly Marketing Incentive Plan (MIP) process
  • Suggesting developments to existing reporting and forecasting systems and processes
  • Supporting financial reporting & forecasting of Sales & Marketing COPS
  • Process time sheet data from client PRISM application and submit to Allscripts payroll for processing
  • Cost modeling for services teams, as well as working closely with Product Managers, facilitating and analyzing new product costing and go to market relevance
  • Reconcile invoices by comparing and correcting data from various sources on a monthly basis
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Illinois State University
Bachelor’s Degree in Accounting
Skills Skills
  • Strong, effective written and spoken communication skills along with excellent research and organizational skills
  • Attention to detail
  • Strong office administrative and management practices and procedures
  • Bank Cards
  • Telephony
  • Microsoft Word
  • Remedy
  • Some technical skills that could be employed in the resolution of technology-related issues
  • Retail sales/service experience
  • Evidence of and a commitment to practice a high level of confidentiality
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15 Financial Support resume templates

1

Financial Support Analyst Resume Examples & Samples

  • Supporting financial reporting & forecasting (AOP/STF cycles) of Sales & Marketing COPS
  • Suggesting developments to existing reporting and forecasting systems and processes
  • Reporting and variance investigation against brand performance, and the preparation and distribution of monthly Territory Profit Monitors (TPMs) and Brand Sales Reports (BSRs)
  • Supporting the annual and quarterly Marketing Incentive Plan (MIP) process
  • Financial / Management Accounting experience and analytical skills
  • Strong Excel skills
  • Experience in Access, SAP BW and Cognos TM1/BI
  • Good communication skills and an ability to build and develop relationships with all levels of management and people with non-financial backgrounds
  • Experience of working in other financial support roles
  • The successful applicant will be subject to background checks
2

Senior Anlst, F Program Financial Support Resume Examples & Samples

  • Provide F135 Aftermarket monthly closing analysis, monthly MML forecasts, and quarterly OMM submissions
  • Analyze F135 unbilled and overdue accounts receivable to drive improved cash performance
  • Analyze and forecast F135 inventory
  • Provide financial analysis and support for F135 proposals and contract negotiations
  • Lead role for F135 LRIP contract closeout activities
  • Prepare presentations and financial analysis for F135 program leaders and ME Finance executive team
  • Monthly support of government submittals relative to coordination and review of variance analyses
3

F Program Financial Support Specialst Resume Examples & Samples

  • Review and approval of retrofit proposals
  • Support proposal negotiations and perform risk assessments
  • Ensure execution of contracts during the month including support for the SPaRE Business Review and evaluate cost and schedule variances to ensure contract alignment
  • Reconciliation of intercompany monthly advices and accruals and timely customer billings
  • Support monthly closing and forecast for deliveries including a profit analysis for management review
  • Closure of projects upon completion of deliverables
  • Support OMM long range forecasting
  • Completion of comprehensive Estimate At Completion (EAC) reporting
  • Work with integrated team to drive process improvements
4

Senior Financial Support Specialist Resume Examples & Samples

  • Collaborate with sales, customer support, and other internal functions to resolve balances; strong interpersonal skills are essential to successfully engage in such a level of collaboration
  • Contact customers with past-due balances by email and phone to request payment and to resolve billing questions
  • Provide invoices, statements, and other documentation requested by customers
  • Understand contract and pricing arrangements with customers to verify balances are correct and collections efforts are in accordance contractual obligations
  • Work comfortably and independently in a fast-paced, entrepreneurial environment
  • Perform special projects and ad hoc analyses as needed​
  • ​Very strong Excel skills are required
  • Excellent written and verbal communication skills are required
  • Ability to work independently in a cross-functional environment with minimal supervision
  • Ability to perform under pressure with tight deadlines
  • Ability to drive results within a fast-paced and often ambiguous environment
  • Ability to plan, organize, and adapt within a multi-tasking environment
  • Experience working in an e-commerce environment with an understanding of payment industry is a plus​
5

Financial Support Specialist Resume Examples & Samples

  • Processes new transactions from initiation through booking, which includes obtaining credit information on applications, interfacing with all CIT departments through final adjudication, and communicating regularly with the originating vendor and end user
  • Tasked with meeting monthly budgeted volume goals and service level agreements(SLA),while remaining within CIT risk management guidelines
  • Responsible for transactional side of relationships and is main point of contact with vendors and CIT sales representatives
  • Manages the credit application process and works with all CIT functional areas (Credit, Operations, Pricing, Legal, etc.) as advocate for vendor
  • Creates accurate and complete documentation packages, while ensuring all transactions meet minimum CIT yield requirements
  • Processes through resolution escalated service issues identified by CIT Sales and vendors
  • Educates vendor partners and customers on CIT processes
  • Contacts potential customers to perform verbal audit prior to lease commencement
  • Performs regulatory audit checks and identifies any regulatory red flags
  • Assembles final document package and forwards for imaging and storage
  • Computer literate; proficient in Microsoft Office
  • Able to perform lease/finance calculations needed to structure transactions appropriately
  • Ability to maintains and/or builds relationships
  • Education & Experience: standard by band level or grade, across functions and businesses includes certifications need to perform essential functions of the job
  • Three to five years of financial services experience
6

Senior Analyst It-financial Support Resume Examples & Samples

  • Support Information Technology Project Managers through the financial month end process, including assisting them interpret transactional reports and helping them determine if any necessary accruals or corrections are needed
  • Assist in preparation of various reports - planning & tracking of Information Technology projects. Routinely communicate actual performance compared to forecast/authorized budgets
  • Perform periodic Ad-hoc reporting and analyses
  • Assist IT to ensure capital and O&M forecasts are properly reflected in Finance planning tools. Work with Financial Planning & Analysis department to mitigate/resolve forecasting and planning concerns
  • Liaison to Exelon finance and accounting teams with responsibilities for ensuring proper classification (O&M vs Capital) and treatment is followed, and compliance with all managerial policies
7

Accounting & Financial Support Resume Examples & Samples

  • 80% - Processing of invoices
  • Performs financial support in the area of accounts payable by following written instructions, verbal directions, and direction from designated AP supervisor or lead
  • Prepares Accounts Payable Invoice data for entry which includes research of PO or receiving activity, adding proper receipt documentation on or attached to invoices, and other validation steps such as reviewing data entered for accuracy in matching PO invoice quantity, amount, miscellaneous lines and coding, etc
  • Processes accounts payable invoices into the accounting system, matching to PO Line and validates accounting distributions to ensure accurate vouching was performed
  • Follows defined exception handling processes
  • Tracks time or turn backs as directed for metric reporting
  • Performs SOX controls with attention to detail including 3-way match of check to voucher package data to ensure payments to suppliers are accurate and have proper approvals, attachments, and are mailed per instructions as directed or needed to complete payment processing on designated days
  • Good written and verbal communication skills sufficient to describe the issue and request the action, using punctuation and standard verbiage provided by work instructions
  • Performs specialized calculations on invoices such as imputing Sales and Use Tax, 1099 fields for tax reporting
  • 20% - Additional Responsibilities
  • May assist in data entry of Check Requests
  • Performs other administrative duties such as opening and distributing mail, printing, filing, pulling vendor files for audit requests as required
  • Interface with AP management, internal customers, internal and external auditors to assist with identification and location of voucher information including payment, voucher, or invoice information in AP files
  • May be asked to help train new temporary workers on department standard procedure
  • Other special projects as required by management
  • Requires experience in an AP department using Oracle system and government contracting
  • Experience using scan and capture software would be a plus
  • Ability to follow written and verbal instructions to accomplish assignments of a routine and repetitive nature
  • Required to operate a computer and other business software and equipment
8

Accounting & Financial Support Resume Examples & Samples

  • Performs financial support in the area of accounts payable by following written instructions, verbal directions, and take direction from designated AP supervisor or lead
  • Follow defined exception handling processes
  • Track time or turn backs as directed for metric reporting
  • Perform SOX controls with attention to detail including 3 way match of check to voucher package data to ensure payments to suppliers are accurate and have proper approvals, attachments, and are mailed per instructions as directed or needed to complete payment processing on designated days
9

Administrative Asst-marketing & Financial Support Resume Examples & Samples

  • Clearly document job duties performed that relate to minimum qualifications, preferred qualifications, and essential job duties in the “Work Experience” section on the application. We must be able to evaluate your experience based on this information
  • Clearly outline dates of employment and hours worked per week for each employment experience listed in the Work Experience section of the Application so that we can calculate full-time experience
  • The APPLICATION is the only document that will be utilized to determine if minimum qualifications, as outlined in the job posting, have been met. The Application is considered to be the legal document on file; resumes will not be reviewed for minimum qualification requirements
  • If an Application is considered “Incomplete”, the application will be removed from consideration for the position
10

Financial Support Analyst Resume Examples & Samples

  • Prior experience in an inbound position with a contact centre
  • Prior banking experience, preferably in the Credit Union field
  • Retail sales/service experience
  • Some technical skills that could be employed in the resolution of technology-related issues
  • Telephony
  • Bank Cards
  • Remedy
11

Financial Support Specialist Resume Examples & Samples

  • Tasked with meeting or exceeding monthly budgeted volume goals while remaining within CIT risk management guidelines
  • Responsible for all new transactions from initiation through booking, which includes
  • Communicates with all levels of customer and internal CIT personnel. Works with all CIT functional areas (Credit, Operations, Pricing, Legal, Customer Service, Cash Applications, financial adjustments, etc.) as advocate for franchisee
  • Obtaining comprehensive credit information on applications, interfacing with all CIT departments through final adjudication, and communicating regularly with the originating franchisee end user
  • Efficiently and effectively manages the credit application process, acting as conduit between the CIT Sales reps, franchisee and internal CIT departments for all transactional information
  • Coordination and entry of transactional data into appropriate system
  • Will be tasked with creating accurate and complete documentation packages, while ensuring all transactions meet minimum CIT yield requirements
  • Assemble final document package and forward for imaging and storage
  • Main daily point of contact with franchisee and CIT sales representatives and ensuring all booking SLAs are met
  • Final approval of all transactions prior to payment and booking (under their role’s authority limit)
  • Responsible for all franchisee/franchisor servicing/invoicing questions throughout the life cycle of the transaction working closely with servicing colleagues to support any customer questions/issues
  • Verify key customer and transactional data is complete and accurate and meet all quality and compliance checks, while performing regulatory audits and identify any regulatory red flags
  • Perform regulatory audit and identify any regulatory red flags
  • Coordinate contract adjustments where errors have been identified and confirmed
  • Ability to maintain and/or builds relationships Education & Experience: standard by band level or grade, across functions and businesses includes certifications need to perform essential functions of the job
  • Three to Five years leasing experience
  • Experience in an industry dependent on positive customer interaction
12

Manager Financial Support Resume Examples & Samples

  • Partners with assigned business leader(s) in order to assist with articulating and monitoring financial goals to meet departmental goals
  • Provides financial analysis and support to assigned departments facilitate updates and reporting related to monthly results and periodic Board of Directors meetings
  • Presents and interprets various analyses for senior executives related to the impact of improvement opportunities
  • Manages special projects requiring finance knowledge to ensure projects achieve overall objectives and meet expectations in terms of cost, scope and schedule
  • Leads/Supports reporting and tracking of assigned major initiatives including partnering with the IT organization
  • Acts as liaison between assigned departments and FAP during month end and quarterly reporting to facilitate communication of summary and detailed variance commentary related to business and/or major initiative results
  • Bachelor's degree in Accounting, Finance or related field. (Required)
  • Minimum of 4 years of experience in financial analysis or accounting. (Required)
  • Experience conducting financial projects and statistical studies of a complex nature
  • Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) or similar professional certification
  • Proven knowledge of financial analysis, forecasting, strategic planning, and interpretation of financial data
  • Knowledge of advanced corporate finance concepts
  • Highly motivated and a self-starter
  • Strong understanding of accounting principles and the relationship between the balance sheet, income statement and cash flow statement
  • Excellent self-review skills and ability to gather, interpret and present information accurately to senior management
  • Strong organizational skills, ability to manage multiple projects, meet deadlines and work with minimal supervision
  • Team player, willing to learn and work with others to get the job done successfully
  • Highly proficient Microsoft Excel skills, including development and use of financial models, pivot tables, graphs, macros, and complex formulas
  • Extensive Microsoft Word, Access, Power Point, and Outlook skills
13

Financial Support Analyst, Mid Resume Examples & Samples

  • Experience in working with ERP software and SAP solutions
  • Experience in working with the US Army
  • Knowledge of GFEBS and DTS
  • Experience with accounting or finance departments in the US Army, US Army Reserves, or DoD
  • Knowledge of GCCS-A and with legacy Army systems, including DTS, STANFINS, SOMARDS, RMT, RM Online, SARRS, PBUSE, SAMS, SAAS, and ULLS
  • Possession of excellent client management skills
14

Supervisor, F Program Financial Support Resume Examples & Samples

  • Coordinate and provide guidance to the technical areas as they develop, plan, and analyze tasks
  • Ensure adherence to internal financial reporting policies
  • Provide EVMS guidance and recommendations to Program Management and participate in relevant program management meetings
  • Perform risk assessments and what-if analysis associated with task budgeting and program performance
  • Support the preparation of monthly contract deliverables (IPMR, CFSR and other monthly reports)
  • Support Monthly Program Review (MPR) preparation activities
  • Support monthly Integrated Project Management Team (IPMT)
  • Complete periodic program Estimate-At-Completion reviews
  • Support on-going compliance reviews and/or periodic process audits (e.g. DCAA, DCMA and Joint Surveillance Process)
  • Ensure the proper implementation of EVMS through the use of standardized processes, tools, and reports
  • The supervisor will also be responsible for fostering an atmosphere of learning and development
15

Financial Support Analyst Resume Examples & Samples

  • Draft Contract Change Orders(CO), Statements of Work(SOW) and corresponding amendments as needed, and follow-up with multiple departments thru execution of contract
  • Reconcile invoices by comparing and correcting data from various sources on a monthly basis
  • Validate 3rd party hours and expenses in a timely manner to prevent late billings/credits to the client
  • Ensure credits and rebills are processed accurately and timely
  • Ensure the Finance Shared Drive is updated with CO and SOW contracts, and all back-up documentation to meet audit requirements
  • Continuous interaction with both Allscripts and Client via in-person meetings, conference calls and emails
  • Investigate/analyse client inquiries in a timely manner as it relates to billing, change order (CO) and/or statement of work (SOW) contracts
  • Process time sheet data from client PRISM application and submit to Allscripts payroll for processing
  • Create requisitions to generate POs for operational expenses
  • Quarterly analysis on operational expenses to identify unnecessary/excessive expenditures
  • Assist with compiling data for annual budget preparation
  • Review financial health of account by monitoring monthly P&L and comparing actual results with budget plan and forecast
  • Maintain databases, as necessary
  • Participate in meetings and on special projects as needed
  • Associates degree or equivalent experience (finance –related preferred)
  • Proficiency in Excel (formulas, pivot tables, macros)
  • Previous financial operations experience required
  • Ability to read, analyze and interpret contracts, reconciliations and other company documents
  • Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
16

Senior Financial Support Specialist Resume Examples & Samples

  • Contact customers with past-due balances by email and phone to request payment and to resolve billing questions and other customer service matters
  • Good Excel skills are required
  • Ability to drive results within a fast-paced environment
  • Strong organizational and project-management skills
  • Ability to plan, organize, and adapt within a multitasking environment
17

Project Controller / Financial Support Resume Examples & Samples

  • Support the project leaders in their day to day work regarding financial matters, such as forecasting, follow-up, provisions etc
  • Provide analysis of monthly closing (external and internal project cost)
  • Prepare management information presentations and decision material
  • Lead the work with development of common methods and tools for project cost
  • Cooperating with other financial functions within Purchasing, Production units, Volvo Business Service etc
  • Administration and development of systems and tools for project forecast, time reporting etc
  • Provide general financial support within the PD organization regarding SAP-related issues
  • Master or Bachelor of Science degree in Business administration or similar
  • Structured and well organized
  • Experience in SAP/R3
  • Experience in BCS, BPS is an advantage
18

Senior Financial Support Analyst Resume Examples & Samples

  • Strong finance background in Regional/ Affiliate or PMI HQ Budgeting and/or Reporting or Financial Systems
  • Minimum two to four years experience in a PMI Finance Department
  • Good knowledge of financial analysis techniques
  • Strong knowledge and experience of computer systems (PC’s, software, Client/ Server applications)
  • Good knowledge of SAP BPC and SAP FI/CO
  • Good knowledge and experience of US GAAP
  • Good knowledge of PMI financial applications, such as GMRB
19

Financial Support Associate Resume Examples & Samples

  • Review and process high volume tickets inquiries with support for all sales, billing and provisioning related issue from internal and external customers
  • Create customer credits for account adjustments and customer cancellations
  • Review customer contracts and ensure the billing system reflects correct information for each customer according to contract terms
  • Establish and maintain effective and cooperative working relationships with sales and support
20

Lodging Financial Support Coordinator Resume Examples & Samples

  • Communicate with vendors to assist with questions and information regarding any of the programs we support
  • Determine eligibility and process requests for vendors pursuing enrollment into the Expedia Virtual Card program
  • Organize and facilitate ExpediaPay training for vendors, maintain and update user lists, and assist with reporting as needed
  • Assemble cases to certify that all information is incorporated accurately into our database
  • Conduct investigations using internal and external resources to research and determine the cause of vendor issues
  • Make necessary adjustments or updates to virtual cards to prevent decline, or to resolve the issue of declined virtual cards when research determines necessary
  • Ensure required documentation and approvals are received prior to making adjustments, changes and/or updates
  • Create, maintain, distribute and track assigned reports, projects, and other assignments as management requires
  • Maintain SLA for case resolution and as consistently meet production and quality goals
  • Exercise sound judgment on behalf of Expedia and Global Financial Operations while working with multiple vendors and departments
  • Maintain compliance with department policies and procedures
21

IT Financial Support Specialist Resume Examples & Samples

  • Bachelor’s or Master’s degree (preferably in IT/ICT)
  • Experience as an Application Administrator Specialist in a flexible, dynamic business environment
  • Experience with Navision, preferably 2009 and higher
  • Ability to take responsibility for complex tasks such as set up of administrations, migration of data, analysis of interfacing and reporting problems, set up and modification of security roles
  • Ability to execute these tasks successful individually
  • Able to work independently in worldwide teams
  • English written and verbal
  • Experience with the software below is a pre
22

IT Financial Support Trainee Resume Examples & Samples

  • Bachelor’s or Master’s degree in IT or Controlling
  • Knowledge of basic financial administration, i.e. you are familiar with understanding journal postings and connected reports
  • Good social and communicative skills
  • English both written and verbal
  • Structured, preferably with knowledge of ITIL
  • Reliable and responsible
  • Able to travel to other global Fugro offices when necessary
23

Financial Support Center Specialist Resume Examples & Samples

  • Manage a high volume of incoming calls and emails
  • Respond promptly to finance and University policy inquiries
  • Keep detailed records of all customer interactions
  • Record details of actions taken
  • Follow up on customer interactions
  • Provide feedback on the efficiency/deficiency of processes and trends
  • Handle complaints, provide appropriate solutions and alternatives within the scope of the job responsibility
  • Find opportunities to educate the customer by clarifying policies and procedures
  • Demonstrated communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal audiences and client groups
  • Handle inbound calls, voicemails, and email contacts
  • Research customer issues using a variety of tools including a suite of Oracle and PeopleSoft products
  • Develop and maintain expertise across a range of subject areas, gaining sufficient familiarity with the associated administrative processes to be able to process customer requests accurately and efficiently
  • Work to achieve first contact resolution on every call
  • Document customer issues, accurately coding the contact and providing additional documentation as needed
24

Financial Support Analyst Resume Examples & Samples

  • 3+ years of experience in an accounting or finance department
  • 2+ years experience with internal reviews
  • Experience with an internal audit department, including performing financial audits
  • Experience with CDFM, CGFM, internal controls, audit readiness and preparedness, and Sarbanes
  • Knowledge of GCCS-A and legacy Army systems
  • Knowledge of the Army Records Information Management System (ARIMS)
25

Financial Support Associate Resume Examples & Samples

  • Client interaction, including regular client contact and communications
  • Contribute to the wealth management, including coordinating of asset management, estate planning and risk management, in support of the financial planner
  • Gathering information regarding client finances, organizing electronic case files, preparing reports, letters and other correspondence, and completing special projects as appropriate
26

Financial Support Analyst Resume Examples & Samples

  • 2+ years of experience with plant, property, and equipment
  • Knowledge of GFEBS, GCCS-A, and DTS
  • Experience with CDFM, CGFM, internal controls, audit readiness and preparedness, and Sarbanes-Oxley
27

Financial Support Associate Resume Examples & Samples

  • Serves as branches' point of contact at the Shared Services Department for their assigned branches
  • Ability to analyze, question and resolve problems
  • Identifying errors and root cause analysis of issues and providing a resolution
  • Effective liaison between cross-functional teams
  • Work in a paperless environment and under pressure with strict deadlines
  • High School Diploma or GED required, Bachelors of Arts /Bachelors of Science degree preferred
  • Must be proficient with Microsoft Office suite (ie; Outlook, Word, Excel, etc)
  • Strong written and verbal communication skills and attention to detail
  • Possess good time management skills and the ability to work independently as well as a team environment
28

Mgr Financial Support Resume Examples & Samples

  • Provides financial analysis and support to assigned departments to include facilitating updates and reporting related to monthly results and periodic Board of Directors meetings
  • Supports ongoing initiatives and helps develop metrics and tools to facilitate accountability
  • Acts as the financial and accounting resource to assigned departments
  • Manages special projects requiring finance knowledge to ensure projects achieve overall objectives and meet expectations in terms of cost, scope and schedule, including development of business models
  • Leads and supports reporting and tracking of assigned major initiatives including partnering with the IT organization
  • Acts as liaison between assigned departments and Financial Analysis and Planning (FAP) team during month end and quarterly reporting to facilitate communication of summary and detailed variance commentary related to business and/or major initiative results
  • Master’s Degree in Accounting or Finance
  • Minimum of 6 years of public (Big 4 or Tier II National) accounting experience
  • Minimum of 1 year of experience in leading an External Reporting function that involves SEC disclosure and reporting, reconciliation and accounting research
  • Prior experience working with Lawson and Essbase or similar general ledger systems, reporting tools and database tools
  • Bachelor's degree (required)
  • Minimum of 4 years of varied financial experience (required)
  • Certified Public Accounting (CPA) certification
  • Master of Business Administration (MBA) or similar advanced degree
  • Familiarity with Lawson, Essbase and Business Intelligence reporting systems
  • Ability to gain confidence from internal customers while maintaining an independent and objective perspective
  • Strong business & financial acumen
  • Demonstrated ability to lead and develop a team of strong accounting and finance professionals
  • Advanced knowledge and experience in the application and audit of generally accepted accounting principles (GAAP), SEC financial reporting and applicable regulations
  • Outstanding technical and analytical skills
  • Strong interpersonal and written communication skills for all levels of the Company, from staff and field personnel to executive management
  • Broad understanding of business dynamics including systems, personnel and business drivers
29

Financial Support Analyst Resume Examples & Samples

  • Serves as primary assistant to the CFO, representing the Executive in interactions with and support to Country Finance teams with regards to accounting and other matters
  • Compiles excel templates for use in forecasting and budgeting cycles
  • Performs special project assignments as directed by the CFO
  • Researches on behalf of CFO laws, codes, regulations, International Accounting Standards and policies applicable to areas of responsibility related with financial reporting and general internal and external compliance
  • Extracts data from financial reports to conduct financial, statistical analysis and identify financial discrepancies and recommending appropriate solutions
  • Manages reporting dashboards, providing recommendations to business stakeholders on key findings and notable trends on financial and operational functions
  • Analyzes and reports on key leading business indicators to services and BU management
  • Cost modeling for services teams, as well as working closely with Product Managers, facilitating and analyzing new product costing and go to market relevance
  • Provides business support and analysis in creating Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR). Must drive as much as possible automation to facilitate quick turnaround time for these documents
  • Co-ordinates and/or attends finance and executive meetings and is responsible for logistics and minute taking
  • Bachelor’s Degree in Finance, Accounting, or related field
  • 2-4 years of general operational and financial exposure
  • Must be proficient in Microsoft Office particularly in intermediate PowerPoint and Excel skills
  • Strong, effective written and spoken communication skills along with excellent research and organizational skills
  • Evidence of and a commitment to practice a high level of confidentiality
  • Strong office administrative and management practices and procedures
  • Must be flexible and able to work in a quick-paced environment
  • Must be a team player and be willing to receive and act on direction and motivated to take on responsibility to completion
  • Establish and maintain highly effective working relationships with senior management. Use a high degree of tact and discretion with sensitive information to provide a high level of confidentiality
30

Financial Support Analyst Resume Examples & Samples

  • Participate in the completion of the corporate annual plan and monthly forecast processes
  • Maintain administrative oversight of the Hyperion Planning System (HPL) and provide technical support. Aid business units in leveraging the system to manage their financial information. Gather corporate guidance from subject matter experts
  • Assist in analyzing business units financial results and projections. Provide analytical support and recommendations on key financial issues
  • Support key corporate guidance/initiatives to ensure that financial projections are consistent with management's expectations
  • Prepare or assist with presentations and ad-hoc support for Management Executive Committee (MEC), Board of Directors and various levels of senior management
  • Promote process improvements in managing the planning/forecast process
  • Bachelor's degree in Business, Accounting, or Finance
  • 1 year experience managing a small to medium project
  • 1 year experience creating presentations
  • 1 Year experience using Excel; including pivot tables, graphs, charts
31

Financial Support Associate Resume Examples & Samples

  • Review and process high volume tickets inquiries with support for all Sales, Billing and Provisioning related issue from internal and external customers
  • Partner with Sales and Support teams to ensure all customer accounts are properly provisioned and billed
  • Establish and maintain effective and cooperative working relationships with Sales and Support
  • Use good judgment in balancing the ability to resolve issues and when to escalate to the appropriate person
  • Strong communication and documentation skills
  • Articulate and good writing skills
  • Energetic and dedicated
  • Strong attention to detail, goal oriented
  • Commitment to excellent customer service
  • Experience in a SAAS subscription billing a plus
  • Salesforce.com and Zuora experience a plus
  • English fluency required and ideally an additional language
  • Experience in a ticketing platform would be highly advantage
  • Sales and Support experience a plus
32

Specialist, IT Financial Support Resume Examples & Samples

  • Receive and approve invoices, assimilate invoices with purchase orders, monitor budgets to ensure availability of funds
  • Analyzes and tracks issue and resolution activities related to invoice processing
  • Manages the purchase request/purchase order process for the IT Division
  • Participate in the annual budgeting process by providing data, analysis and reporting as required
  • Assists with reporting the IT Department’s monthly accruals, financial review reports, and other IT-related expenses to department heads
  • Technical Accounting knowledge
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Financial Support Analyst Resume Examples & Samples

  • Bachelor’s Degree in Information Systems, Accounting, or other related field and 2 years of experience in Data Analysis
  • Self-motivated, strong leadership skills and excellent verbal/written skills
  • Excellent time management/organizational skills
  • Strong computer skills (i.e. Excel, Access, SQL, Macros, Visual Basic, etc.)
  • Minimum of 2 years of experience in system development and data analysis
  • Understanding of SQL programming language
  • Understanding of Visual Basic programming language
  • Understanding of MS Access queries, tables, forms, reports
  • Experience with PeopleSoft & DART