Transaction Support Resume Samples
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Transaction Support Resume Samples
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ES
E Satterfield
Eulalia
Satterfield
123 Marcus Drives
Los Angeles
CA
+1 (555) 256 4679
123 Marcus Drives
Los Angeles
CA
Phone
p
+1 (555) 256 4679
Experience
Experience
Detroit, MI
Transaction Support Manager
Detroit, MI
Nicolas-Runolfsson
Detroit, MI
Transaction Support Manager
- Generate new business opportunities. Identify business development opportunities and assist Partners and Senior Managers on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the target company
- Manage and participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers. Analyse financial/operational results of targets through reviewing accounting records and conducting interviews with management. Prepare/evaluate pro forma financial information
- Build and develop internal and external networks through personal contacts
- Take responsibility for own learning and development, provide coaching to others, and participate in upward feedback
- Project manage teams and work closely with all members as well as forming strong internal links within transaction support, the rest of transaction advisory services and other service lines both in the Firm and internationally to form multi-disciplinary teams
- Understand the key business drivers, co-developing our approach with the client, agreeing value measurements with the client, providing value to the client through insights, factual conclusions and advice
- Supervise staff effectively. Provide constructive feedback/training and conduct performance reviews. Understand/follow workplace policies
New York, NY
Team Lead Transaction Support
New York, NY
Kuphal-Olson
New York, NY
Team Lead Transaction Support
- Follow documented support procedures, managing each issue through resolution and ensuring that there is sufficient turnover to support a seamless transition to the oncoming shift
- Track update and resolve all assigned incidents, changes and problem reports in the incident management system, ensuring that documentation is thorough, accurate and meets a standard of high quality
- Properly escalate incidents in a timely manner per support guidelines and procedures
- Proactively monitor, recognize, analyze, isolate and/or resolve documented hardware and software problems utilizing a variety of hardware and software testing tools and techniques
- Liaise with L2 support groups and/or development groups to collaborate on the resolution of incidents
- Support project schedules and changes
- Responsible for the internal and external communication of issues to management, other internal support groups and the customers via pages, email broadcasts or phone
present
Phoenix, AZ
TAS Top Jobs-executive, Transaction Support
Phoenix, AZ
Bahringer-Corkery
present
Phoenix, AZ
TAS Top Jobs-executive, Transaction Support
present
- Develop internal and external networks through personal contacts
- Take responsibility for own learning and development provide coaching to others, and participate in upward feedback
- Work closely with members of the team, sharing responsibility for the project, providing support, and communicating all issues, conclusions, and one's progress
- Take joint ownership of your own learning and development, provide coaching to others, and participate in upward feedback
- Play a participatory role in business plan initiatives (e.g. key accounts, recruitment, client service framework)
- Used to working under pressure
- Drive process of gathering, verifying and analysing information, and formulating views and conclusions
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of Memphis
Bachelor’s Degree in Accounting
Skills
Skills
- Strong work initiative and the ability to adapt to new challenges and ideas
- Strong word, excel and PowerPoint skills
- Excellent analytical, IT and interpersonal abilities
- Ability to work well within a team
- Demonstrate a keen interest in financial services activity
- Effective written and verbal communication
- Commercial awareness gained through relevant experience (either from within an Audit or Transaction Support role)
- ACA, ACCA or equivalent qualified
5 Transaction Support resume templates
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1
TAS Top Jobs-executive, Transaction Support Resume Examples & Samples
- Play a participatory role in business plan initiatives (e.g. key accounts, recruitment, client service framework)
- Regular liaison with the target as well as the client at all levels
- Work closely with members of the team, sharing responsibility for the project, providing support, and communicating all issues, conclusions, and one's progress
- Participate in the preparation of deliverables including reports, presentations and discussions with the client
- Develop internal and external networks through personal contacts
- Liaise effectively with other departments within EY and with other advisers
- Drive process of gathering, verifying and analysing information, and formulating views and conclusions
- Thrive on close teamwork, including sharing responsibility for projects. This will also involve effective liaison with other departments within EY and other advisors
- Develop internal and external networks through personal contacts and previous experience
2
CCC Transaction Support Analyst Resume Examples & Samples
- Responsible for day to day activity reporting and transaction processing for CCC’s public and private placement bond portfolio
- Review all positions to ensure accurate booking in both the firm’s financial and risk books and records
- Service bond and investment transactions for on-going funding and maintenance
- Work as a liaison between bond transactors, trustees and operations to ensure accurate booking and handling of issues
- Proactively enforce quality control over the bonds in CCC’s portfolio by reviewing indicative and reference data, monitoring monthly interest payments and working with finance and control groups ensuring accuracy of daily profits and losses
- Develop metrics around transaction processing, construction tracking, and overall data quality
- Identify efficiency improvements in all operational and financial aspects of the business
- Facilitate data requests from internal teams as well as from regulators, borrowers, and other third parties
- Project related work to support our banking, asset management, risk management and structuring teams on multiple technology initiatives to improve STP processing on multifamily rental construction, land, commercial, national lending, and investments to developers
- Ability to multi task and straddle day to day responsibilities as well as project related work
- Individual must have excellent communication, organizational and interpersonal skills, as well as the ability to multi-task under tight deadlines
- Candidate is required to have a BA/BS
- Desire to work in a fast paced environment
- Knowledge of Capital Markets preferred
- Access and database skills (SQL knowledge) helpful but not required
3
Transaction Support Manager Resume Examples & Samples
- Help clients achieve their strategic goals, whether they are acquiring or divesting assets. You will
- Advise clients during the due diligence process to identify key value drivers, challenge assumptions about future performance and
- Work with other EY service teams to deliver an integrated service to our clients
- Likely to also work on a number of cross border assignments working with other EY offices around the world
- Bachelor's degree with at least five years of relevant work experience
- Candidates with lesser experience may be considered for Associate level
- Entrepreneurial mind set and business acumen
- Passion for helping clients achieve their potential
- Able to analyse financial and non-financial information to formulate views and conclusions
- Familiar with fundamental concepts of accounting including IFRS
- Good presentation skills and prior audit experience would be advantageous
- Possess data analysis & critical thinking skills with a flair in MS EXCEL applications
4
Analyst Transaction Support Resume Examples & Samples
- Understanding the key business drivers, co-developing our approach with the client, agreeing value measurements with the client and providing value to the client through our services and support and the deliverables we produce
- Work closely with members of the team, sharing responsibility for the project, providing support, and communicating all issues, conclusions, and one's progress
- Involves gathering, verifying and analysing information, and formulating views and conclusions
- Experience in a Transaction Services environment
- Financial and tax due diligence experience
- Experience and exposure to valuations and business modelling environment
- Business networking skills built by working with clients from one or more of the following sectors: Private Equity, Real Estate, Products and Service, Technology, Media and Telecoms
- Has worked with both buy side and sell side clients
- Participation in business development activities
- Accounting or economics degree or equivalent
5
Assistant Manager Transaction Support Resume Examples & Samples
- You will be successfully managing multiple projects and clients and this shall need strong project management and client relationship skills
- At least five years of post qualification experience in accounts and finance with some experience in transition or migration
- CA with 4-6 yrs exp./MBAs with 5-7 years of experience
6
Sales Transaction Support Manager Resume Examples & Samples
- Extensive life experience outside Hungary or in multicultural environment preferred
- Team leadership experience is an advantage
- Ability to drive completed staff work for self and team
- Ability to lead and develop a team and team members
- Time and project management skills
- Ability to make responsible and sound decisions
- Excellent oral and written English communication skills
- Advanced computer and internet applications skills
7
Senior Executive, Transaction Support Resume Examples & Samples
- Develop high quality commercial insights and deliverables through collecting and utilising relevant business and industry trend information and applying appropriate numerical and strategic analysis techniques
- Strong commercial experience and/or relevant financial services industry or transaction experience
- An effective time manager, able to keep calm when under pressure to meet deadlines
8
Director, Transaction Support Resume Examples & Samples
- A strong track record of real estate transactions across different real estate sectors. Whilst not a pre-requisite, experience of the construction sector will be of particular interest
- Ability and enthusiasm for pro-active targeting and engagement of key decision makers and influencers at targets
- Good organisational skills and self-motivation
- Real enthusiasm and passion for the sector
- An existing trackrecord of revenue generation in relation to real estate transaction services
- In turn, we will provide pro-active partner and cross-service line support to the successful candidate and would expect them to attend and contribute to the Real Estate, Hospitality and Construction Board meetings
- Develop and manage key client relationships, resulting in incremental revenues being generated for the firm
- Focus our service delivery on the client’s needs and priorities. Build deep client knowledge and harness this to deliver value
- Manage complex and challenging delivery assignments, leading engagement teams to deliver outstanding results
- Plan, prepare and review deliverables in various forms including written reports, presentations and discussions with the client
- Drive TS real estate revenues and link closely with TAS and the wider firm. Understand the capabilities of the firm and demonstrate proactive introduction of other EY services to our clients
- Build on and develop internal and external networks through personal contacts
- Play a lead role in real estate business plan initiatives (e.g. key accounts, recruitment, product innovation, thought leadership)
- As a respected senior professional you’ll communicate effectively with EY engagement partners and staff to build, manage and motivate high-performing teams
- Take responsibility for own learning and development, provide coaching to others, and foster an inclusive approach to teams and individuals
9
Senior Executive, Transaction Support Resume Examples & Samples
- Project managing teams and working closely with all members as well as forming strong internal links within transaction support and other departments in EY both in the UK and internationally to form multi-disciplinary teams
- Planning, preparing and reviewing deliverables in various forms including written reports, presentations and discussions with the client
- Building on and developing internal and external networks through personal contacts
- Understanding the capabilities of the firm and look for opportunities to sell additional services to our clients
10
Executive, Tas-transaction Support Resume Examples & Samples
- Perform industry and company research utilising online tools and publicly available information
- ACA/ACCA (or equivalent ) member and fully qualified
- Degree educated in Accounting related subject
- Direct experience in the financial services sector (from within an Audit or Transaction Support role)
- Prior experience working with clients from one or more of the following sectors: Insurance, Banking or Asset management
- Experience gained from a professional services environment
- Strong analytical skills, gained from reviewing financial statements
- Experience in leading engagement teams of 5+ people
11
Transaction Support Senior Consultant Resume Examples & Samples
- Perform research, interviews, data collection and analyses of financial historical and forecasted information to understand trends, key business drivers, working capital, net debt and cash-flows and their implications on the transaction value
- Assist in preparing analysis and reports to be delivered to clients
- Liaise with other advisors e.g. tax specialists, lawyers specialists, investment bankers and other advisors on the transaction
- Supervise and guide a team to perform detailed analysis on financial information to identify deal breakers and price adjustment items
- Delegate effectively to team members
- Provide the necessary support for business development activities and prepare proposals for potential clients
12
Senior Executive, Transaction Support Resume Examples & Samples
- Experience of executing market and regulatory research within banking market
- Skills gained within a professional services firm
- Extensive experience working within Financial Services Market
- Extensive experience working on Transactions
- Financial due diligence experience with Financial Services Clients
- Skills working with buy side and sell side clients
- Strong project management experience within banking sector
- Experience in market and regulatory research within the banking market
- Masters in Accounting related degree
- Fully qualified and member of ACCA or equivalent
- European language an advantage
13
Manager Transaction Support Resume Examples & Samples
- Performing financial due diligence procedures relating to the sale and purchase of companies and businesses. Identifying issues that may be of relevance and for assessing the impact thereof on the transaction
- Working closely with members of the team, sharing responsibility for the project, providing support, and communicating all issues, conclusions, and the progress made
- Participating in the preparation of deliverables including reports, presentations and discussions with the client
- Master degree and minimum 4 years of working experience preferably in audit
- Logical and methodical approach
- Team player with the ability to build relationships at all levels
- You have the necessary competencies to perform your job independently while using professional assertiveness
- Project management skills and excel spread-sheeting skills
- Excellent trilingual Dutch/French/English
14
Transaction Support Resume Examples & Samples
- ACA, ACCA or equivalent qualified
- Commercial awareness gained through relevant experience (either from within an Audit or Transaction Support role)
- Strong academic record including a degree
- Demonstrate a keen interest in financial services activity
- Excellent analytical, IT and interpersonal abilities
- Ability to work well within a team
- Effective written and verbal communication
- Strong work initiative and the ability to adapt to new challenges and ideas
- Strong word, excel and PowerPoint skills
15
Transaction Support Resume Examples & Samples
- Manage and participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers. Analyze financial/operational results of targets through reviewing accounting records and conducting interviews with management. Prepare/evaluate pro forma financial information
- Identify issues for purchase price reductions, deal structuring or deal termination. Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements. Evaluate effects of seasonality and cyclicality on cash flow requirements. Perform industry and company research. Correlate due diligence findings with client valuations. Manage expectations of service
- Review the work of Staff and Senior employees
- Conduct timely performance reviews for Staff and Senior employees and help to develop and guide staff and other junior Transaction Support professionals by providing effective performance feedback/training and ensuring team responsibilities are consistent with skills and developmental goals. Lead by example
- Generate new business opportunities. Identify business development opportunities and assist Partners and Senior Managers on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the target company
- A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
- A degree in accounting, business, or finance preferred
- Experience consisting of a total of at least 3+ years of relevant external audit experience in a public accounting firm and/or mergers and acquisitions transactions experience, of which at least 18 months are relevant external audit experience in a public accounting firm preferred
- Hospital/Payor/Provider Healthcare accounting experience
- CPA certification or foreign equivalents or successfully passed all (4) sections of the Uniform CPA exam
- Strong analytical and interpersonal skills
- Effective written and verbal communication skills
- A dedication to teamwork
- A strong work initiative and the ability to adapt to new challenges and ideas
- The successful candidate must also be willing and able to travel, when necessary
16
Transaction Support Manager Resume Examples & Samples
- Participate in due diligence in buy and sell side engagements related to acquisitions or divestitures by private equity investor groups and strategic corporate players
- Analyse carve-out issues, as applicable relating to a buy-side or sell-side project
- Identify potential issues for purchase price adjustment, deal structuring or deal termination
- Correlate due diligence findings with client valuations. Manage expectations of service. Develop people
- Supervise staff effectively. Provide constructive feedback/training and conduct performance reviews. Understand/follow workplace policies
- Bachelor's or Master's Degree in Accounting and/or related major
- Minimum of 5 years of public accounting experience
- Minimum of 2 years due diligence experience
- Dedication to teamwork
- The successful candidate must be willing and able to travel, when necessary
17
Transaction Support Senior Manager Resume Examples & Samples
- Participate in due diligence in buy and sell side engagements related to acquisitions or divestitures by private equity investor groups and strategic corporate player
- Prepare/evaluate pro forma financial information
- Identify potential issues for purchase price adjustments, deal structuring or deal termination
- Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements
- Use technology to continually develop knowledge and enhance EY service delivery
- Understand EY's service lines, and new opportunities for EY to serve clients. Team with other EY specialists in the delivery of cross-functional services
- Minimum of 7 years of public accounting experience
- Due diligence experience
18
Transaction Support Manager Resume Examples & Samples
- Conduct performance reviews and contribute to feedback for staff
- Build strong internal relationships with members of the Transaction Support team and other EY services
- Comply with all hygiene objectives – MDS, Goal Plan, My Development Plan, Self-assessment and feedback centre
- ‘Live’ our shared culture and values at all times and encourage your team members to do the same
- Support Vision 2020 “Highest Performing Teams” aspiration
- CA or equivalent international qualification in TS
- Understanding of purchase accounting
- Understanding of Quality & Risk Management (Q&RM) procedures
- Big 4 experience preferable
- Proven track record of working under pressure and delivering on deadlines
- Strong written and verbal communication – English
19
Senior Executive, Transaction Support Resume Examples & Samples
- Plan, prepare and review deliverables in various forms including excel databooks, written reports, presentations and discussions with the client
- Be a true business advisor to the client and establish yourself as a key client contact
- Demonstrate a keen interest in financial services activity
20
Senior Consultant Transaction Support Resume Examples & Samples
- Performing financial due diligence procedures relating to the sale and purchase of companies and businesses together with your project team. You will do this with a view to identifying risks of importance that are relevant to the perception of a contemplated transaction
- Analyzing key balance sheet components and valuation issues, for example, identifying overvalued assets and undervalued/omitted liabilities
- Quantifying tax and other non compliance exposures
- Coordinating with other advisors/investors (e.g. legal, lenders)
- Supporting the buyer's negotiating position and purchase price adjustments
- Providing input to purchase and debt agreements and other related documents
- Analyzing working capital requirements and seasonality relative to proposed target levels
- Master degree and minimum 2 years of working experience preferably in audit
- Logical and methodical approach
- Team player with the ability to build relationships at all levels
- You have the necessary competencies to perform your job independently while using professional assertiveness
- Project management skills and excel spread-sheeting skills
- Excellent trilingual Dutch/French/English
21
Sales Transaction Support RFS Coordinator Resume Examples & Samples
- Client interface for Service Governance & chairs appropriate meetings
- Provides work direction & prioritization for Delivery Center
- Complex Proposal Development, RFP, RFI, & Pricing, as needed
- Customer Satisfaction (Internal & External)
- Performs Quality Assurance Reviews currently US only
- Responsible for continuous process improvement
- Responsible for E2E process & relationships (excludes oversight for implementation)
- Incorporates new “standard” requests based on customer trending / repeatable requests
- Mitigation of issues & risks in direct relationship for the Service (not implementation)
- Responsible for updating procedures, tool, & education for Client / account team
22
Transaction Support Professionals Transaction Advisory Services Resume Examples & Samples
- Manage and participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers
- Analyse financial/operational results of targets through reviewing accounting records and conducting interviews with management
- Correlate due diligence findings with client valuations
- Manage expectations of service
- Be responsible for team management
- Identify business development opportunities and assist Partners and Senior Managers on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the target company
- A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 3-4 years of related work experience
- A degree in accounting, business, or finance preferred
- Experience consisting of a total of at least 3+ years of relevant external audit experience in a public accounting firm and/or mergers and acquisitions transactions experience, of which at least 18 months are relevant external audit experience in a public accounting firm
- CA/CPA Qualifications
- Strong analytical and interpersonal skills
- Effective written and verbal communication skills and a dedication to teamwork
- A strong work initiative and the ability to adapt to new challenges and ideas
23
Executive Transaction Support, Edinburgh Resume Examples & Samples
- Based on understanding the key business drivers, prepare analyses of historical and pro forma financial information to assess trends and fluctuations that may impact funding requirements and deal valuation
- Develop and maintain an external and internal network of contacts through personal contacts and previous client assignments
- Play a core role in business development activities such as developing pitches and proposals, preparing for and attending business development meetings with clients, and supporting the development of prioritised actions for key accounts
- Effective written and verbal communication
24
Tas-transaction Support, Senior Consultant Resume Examples & Samples
- Master's degree in Accounting, Business Administration of Finance is preffered
- At least 3 years of experience in auditing, accounting or financial due diligence
- Work well in demanding situations
- Good computer and interpersonal skills
- Excellent command of English both speaking and writting is necessary
25
Transaction Support Senior Consultant Resume Examples & Samples
- Excellent analytical, business writing and communication skills
- Familiar with local and international generally accepted accounting practice
- University graduate with at least 3 years experience in audit/reporting/controlling
- 2-3 years experience in due diligence projects is a plus
- Able to work independently as well as part of a team
- Ability to travel approximately 30% of the time
- Ability to assist with proposals and other business development efforts
- ACCA qualified or in progress
26
Administrative Clerk Customer Transaction Support Resume Examples & Samples
- Accurately processes, post and maintain the daily transactions originated by customers/management or a B/F system within assigned Position Authorities on the corresponding system (i.e. PEGA, SPL, On-Line Loans, etc.) as per business unit requirements
- Provide a high level of customer service, consistent with ScotiaService Standards and Customer Privacy Guidelines at all times
- Addresses all assigned Branch or customers’ inquiries/concerns/complaints and provides adequate prompt, courteous and knowledgeable responses and resolution within assigned timeframes and in adherence to Bank policy and procedures
- Prepares general correspondence relative to customer or outside enquiries that conform to Bank standards with customers and business partners
- Ensures corrective action is taken/ recommended/ escalated as appropriate as it relates to customer transactions services while maintains the confidentiality of customer information at all times
- Carefully reviews transactions and postings requested before executing on the system
- Ability to deal effectively with Branch/customer
- Good knowledge of LAN/PC operations and
- Good organizational and communication skills to
27
Manager, Transaction Support Resume Examples & Samples
- Resolving significant or complex accounting matters that may arise and determining the accounting impact of transactions on Company forecasts
- Interacting with counterparts in various part of the Company in order to resolve queries and provide accounting support
- At least four years prior work experience, including public accounting (preferably with a Big 4 firm) with large multi-national SEC clientele
- Must possess strong quantitative and analytical skills combined with solid business and financial acumen. Must be a problem solver with a natural curiosity about complex matters
28
Analyst Transaction Support Resume Examples & Samples
- Suitable academic degree (M.Sc. Tech or M.Sc. Econ.) in the field of e.g. Finance, Accounting or Economics, Industrial Management or Engineering
- Analytical mindset and social intelligence in order to work in a multicultural environment
- Excellent team working skills and willingness to contribute with your own ideas
- Ability to prioritize and work under tight deadlines
- Excellent command of Microsoft Office tools
- Fluent English and at least one Nordic language
29
Transaction Support & Investigations Consultant Resume Examples & Samples
- Investigation of transactions originating from various financial institutions
- Liaise with other financial institutions for special answers on cheques
- Review of suspect cheques and presentment requests
- Processing of dishonoured payments
- Follow through on all agreed actions within the timelines agreed and manage the client's expectations of next steps
- Previous experience in banking preferred
- Ability to work to set guidelines and procedures when required
- Key focus on risk management, understanding the implications when procedures are not followed
- Strong numeracy skills
- Tertiary qualifications, preferably with a degree in Finance or Business/ RG 146/PS 146 compliant/in progress
30
Senior Manager Transaction Support Resume Examples & Samples
- Managing client relationships at C-level, including the identification and pursuit of new business opportunities via existing networks and via developing new relationships
- Taking the lead in identifying client issues and proposing the most appropriate approach for the analysis
- Managing and coaching of engagement teams Performing financial due diligence procedures relating to the sale and purchase of companies and businesses. Identifying issues that may be of relevance and for assessing the impact thereof on the transaction
- Regular liaison with the target as well as the client at all levels
- Gathering, verifying and analyzing information, and formulating views and conclusions, and driving this process
31
Transaction Support Manager Resume Examples & Samples
- Help to create a positive learning culture for associate team members and support their development. 4. Provide support in developing and maintaining client relationships, account management, learning and development, coaching and recruitment, and other initiatives growing the market for transaction advisory services
- Understand the key business drivers, co-developing our approach with the client, agreeing value measurements with the client, providing value to the client through insights, factual conclusions and advice
- Project manage teams and work closely with all members as well as forming strong internal links within transaction support, the rest of transaction advisory services and other service lines both in the Firm and internationally to form multi-disciplinary teams
- Gather, verify and analyze information, and formulate views
- Lead a project team to plan, prepare and review deliverables in various forms including excel databooks, written reports, presentations and discussions with the client
- Plan and monitor the progress of the team
- Build and develop internal and external networks through personal contacts
- Play a role in business plan initiatives (e.g. key accounts, recruitment, client service framework)
- Share technical and other knowledge with your team
- Business development experience or commercial awareness gained through direct experience in a transaction support or external audit executive role (if previously an audit manager or senior associate)
- Excellent analytical and financial advisory skills
- Ability to work well within a team and build relationships at all levels
- Effective written and verbal communication
- Ability to keep calm when under pressure to meet deadlines
32
Transaction Support Specialist Resume Examples & Samples
- Product & Process
- Risk & Control
- Business Performance Management
- University degree/college diploma or equivalent work experience
- 2 to 3 years of related experience
- Good knowledge of standard desktop applications used by the business unit
- Good knowledge and understanding of the business unit’s key products and services, processes and controls
- Good understanding of the business unit’s risk and regulatory requirements
- Good knowledge of departmental systems and applications
- Good analytical and problem-solving skills
- Good investigation skills
- Good prioritization skills
- Good organizational skills
- Good customer service and relationship management skills
- Good written and oral communication skills
- Ability to multi-task in a fast-paced environment
33
Sales Transaction Support RFS Coordinator Resume Examples & Samples
- Creation & maintenance of RFS records & status within the strategic RFS tool (i.e., POST, PgMP, RFSOL, Notes databases, etc.)
- Ensures PCB is FIC compliant with all necessary process documents & approvals
- Updates Siebel & provides reports as requested by account
- Participates in account RFS calls, taking minutes, distribution, & filing of meeting minutes
- Produces RFS status reports & metrics & updates designated database by specified timeframe
- Logs RFSs that meet the Opportunity Management tracking criteria
- Ensures submission of “Win” notifications once RFS has signed (tool dependent)
34
Sales Transaction Support Immersion Program Resume Examples & Samples
- Candidates selected will begin a 3 year program which includes 1 year rotations through 3 different business segments in STS. Some of the areas we support include: Business Partner Support, Services, Software, Finance/Operations, Centers of Excellence, Strategy, Analytics and Global Execution
- As one of our global Supply Chain professionals you will support IBM's Clients within your business segment. Responsibilities may include business planning, process and systems optimization, management and measurement of supply chain activities, demand/supply planning, interface to manufacturing/logistics teams and other activities required to support IBM's software, services, solutions and hardware offerings
- Opportunities may include both domestic and international travel. The program provide opportunities including but not limited to Executive Round Tables, Volunteering, Personal Finance Classes, Socials, Mentoring, Green Belt Certification (TBD), and Leadership Training
- We are looking for candidates who excel with interpersonal skills, communication, multitasking, organizational skills, technical skills, interpersonal skills, problem-solving abilities and dependability
35
Back-office Transaction Support Resume Examples & Samples
- Monitor Data Entry queues for incoming forms
- Use OCR/PSR/AG systems as assigned duties require
- Identify form is in correct queue, in correct order, etc
- Accurately input/review customer information and form level data
- Ability to follow detailed procedures and processing guides for accuracy
- Cross train for mailroom or fax/index activities as required
- Maintain required level of productivity and accuracy
36
Back-office Transaction Support Resume Examples & Samples
- Log all incoming enquiries onto ticketing system (salesforce.com)
- Analyze enquiries submitted by employees via ticketing channels (web, email or phone) and respond in a timely manner
- Focus on First time resolution
- Required to provide regular updates on progress to requestor, via communication tools
- Follow Escalation Matrix
- Ensure achievement of service level agreements (SLA’s)
- Update and maintenance of Knowledge Base tool
- Maintain a high level of written and verbal communication
- Focus on Customer Satisfaction and Advocacy
- Provide technical support on the business applications and aim towards employee satisfaction and resolution
- Should be able to managed shift without Supervision
37
Sales Transaction Support Focal Resume Examples & Samples
- Client interface& chairs appropriate meetings
- Responsible for Audit Compliance & Interface for Business Controls
- Performs Quality Assurance Reviews
- Responsible for End to End (E2E) process & relationships
- Assists in driving consistency & standards across Sectors & accounts
- Provides input to base growth planning / forecasting
- At least three years of experience working with vendors
- Demonstrated leadership, time management and problem solving skills
- Project management certification
38
UKI Tas-transaction Support Executive Resume Examples & Samples
- ACA, ACCA or equivalent qualified
- Commercial awareness gained through relevant experience (either from within an Audit or Transaction Support role)
- Strong academic record including a degree
- Strong word, excel and PowerPoint skills
39
Team Lead Transaction Support Resume Examples & Samples
- Document and communicate critical milestones/progress of ongoing incidents at the pre-defined time points
- Assess accurately, and within pre-defined time periods, the impact of a critical/major system/application outage
- Follow documented operations processes and resolution/escalation procedures
- Resolve standard incidents within agreed timescales without escalation
- Work on multiple platforms including ticket queue, mailbox, alert console and phone calls
- Propose process/procedure improvements to better the department and services provided
- Offer effective/sound recommendations to address repetitive issues
- Understanding of Tandem System Technology
- Firewall experience and file transfer highly desirable
- Ability to quickly learn Visa proprietary as well as industry standard tools to support monitoring and response for client and Visa brand issues. Primary Tools are Netcool and Vital Signs
- Zero to 12 months of relevant experience
- Excellent verbal/written communication, organizational skills, ability to prioritize a constantly changing work load. Interpersonal skills and ability to excel as part of a team
- Uses sound judgment in determining priorities and enlisting support of other internal groups to prevent any compromise to Visa business or client service level agreements
- MS Office suite proficiency
- Required - Bachelor's degree or equivalent industry experience
- Required - Need to already possess Information Technology Infrastructure Library Foundation Certificate (ITIL), or ability to obtain within 6 months
- Required - Ability to set the tone for the entire team. Provide motivation, feedback and direction for the staff
- Required - Maintain technical expertise while developing the requisite "soft skills" required to be a people manager. Need to be able to temper Firmness and Professionalism with compassion, respect and flexibility wherever possible
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Junior Transaction Support Analyst Resume Examples & Samples
- Strong technical understanding of Visa's Corporate and Commercial networks, specifically routing/switching, tunneling, security operations/engineering, MPLS, Transaction Processing
- Understanding of Tandem System Technology
- Firewall experience and file transfer highly desirable
- Ability to quickly learn Visa proprietary as well as industry standard tools to support monitoring and response for client and Visa brand issues. Primary Tools are Netcool and Vital Signs
- Zero to 12 months of relevant experience
- Excellent verbal/written communication, organizational skills, ability to prioritize a constantly changing work load. Interpersonal skills and ability to excel as part of a high functioning global team
- Uses sound judgment in determining priorities and enlisting support of other internal groups to prevent any compromise to Visa business or client service level agreements
- MS Office suite proficiency
- Required - Bachelor's degree or equivalent industry experience
- Required - Need to already possess Information Technology Infrastructure Library Foundation Certificate (ITIL), or ability to obtain within 6 months.
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Technical Accounting & Transaction Support Manager Resume Examples & Samples
- 4-6 years experience in Finance/Accounting role
- Exposure to public company (SEC-regulated) financial reporting
- US GAAP technical accounting background and passion, including (but not limited to) familiarity with ASC 350, ASC 360, ASC 420, ASC 805, ASC 810, ASC 820, ASC 830, & ASC 840
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Commercial Transaction Support Specialist Resume Examples & Samples
- Assist with Master Data clean up and correction
- Analyze and provide constructive solutions to system and process related quote-to-cash issues
- Liaise with key stakeholders to resolve commercial transactional processing issues
- Contribute to commercial transactional process, standards, methods, and tools definition and rollout
- University Degree or comparable experience
- Previous Commercial Operations and/or Transactional Processing experience is preferred
- 3-5 years of professional working experience
- Customer-facing experience is an advantage
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Senior Analyst Transaction Support Resume Examples & Samples
- Bachelor or Master’s degree in business, accounting, finance or relevant education
- Minimum 2 years of work experience preferably related to M&A, financial analysis, auditing or accounting
- Good command of Microsoft Office tools
- Analytical mindset and social intelligence in order to work in a multicultural and fast paced environment
- Innovative working methods, ambition for challenges and ability to adapt to changes
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Sales Transaction Support Immersion Program Resume Examples & Samples
- If you are looking for an internship in an exciting business environment with a well respected and innovative company please submit your resume and application
- Candidates selected will work with full time hires that are in a 3 year program which includes 1 year rotations through 3 different business segments in STS. Some of the areas we support include: Business Partner Support, Services, Software, Finance/Operations, Centers of Excellence, Strategy, Analytics and Global Execution
- As one of our global Supply Chain interns you will support IBM's Clients within your business segment. Responsibilities may include business planning, process and systems optimization, management and measurement of supply chain activities, demand/supply planning, interface to manufacturing/logistics teams and other activities required to support IBM's software, services, solutions and hardware offerings
- The program provides opportunities including but not limited to Executive Round Tables, Volunteering, Personal Finance Classes, Socials, Mentoring, Green Belt Certification (TBD), and Leadership Training
- As an intern you will be exposed to all of these exciting opportunities and see first hand the benefits of this program.We are looking for candidates who excel with interpersonal skills, communication, multitasking, organizational skills, technical skills, interpersonal skills, problem-solving abilities and dependability
- Basic knowledge in supply chain management / industrial engineering
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Finance Partner, EM&T Transaction Support Resume Examples & Samples
- To take ownership of transaction support for EM&T new business proposals
- Provide support to EM&T proposals for capital deployment; and
- Provide financial insight and analysis on the impact of new business development opportunities
- Ability to pro-actively develop positive and highly effective working relationships, influencing management on delivery and relevant strategy
- Strategic thinking – able to step away from the detail and combine data with external trends and market data to see the bigger picture
- Critical thinking and analytical skills to provide check and challenge to the business in their decision making in an effective and constructive manner
- A demonstrated ability in commercial analysis and evaluation, with strong commercial acumen to support delivery of business goals
- Strong ability to summarise complex matters and communicate effectively to influence a range of audiences
- Capable of managing multiple tasks in a high-pressure environment and engage resource across the business and finance to deliver work to tight deadlines
- Ability to identify, assess and analyse organisation wide operational risks and controls
- Experience of due diligence, transaction support, mergers and acquisitions and capital markets
- Previous experience within Trading or Financial Services firm
- Track record of building economic and financial models; presenting ideas to business leaders; assessing financial outcomes of new business opportunities as well as underpinning materials prepared with sound financial accounting and planning
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Manager of Technical Accounting Transaction Support Resume Examples & Samples
- Perform complex purchase accounting for business combinations and other merger and acquisition transactions, including identifying and valuing assets acquired and liabilities assumed in a business combination and preparing journal entries as needed
- Prepare, and/or coordinate with external valuation specialists in the preparation of, valuation models for assets acquired and liabilities assumed in merger and acquisition transactions, including intangible assets and business valuations
- Perform technical accounting research; document GAAP accounting and/or SEC reporting for mergers and acquisitions as needed
- Prepare various internal and external reporting schedules related to mergers and acquisitions
- Perform acquisition pre-close contract review to identify accounting considerations/issues, including review for consolidation or potential P&L or other significant impacts
- Perform other/non-acquisition (i.e., operational) contract review as needed
- Document conclusions in memos or otherwise
- Perform other technical accounting research as needed
- Provide guidance to division accountants on M&A-related accounting issues; direct others in the accounting needed for acquisitions
- Coordinate with Legal M&A, Business Development and/or division accountants as needed regarding pre-close contract reviews and communicate status/timing with Director of Transaction Support and other members of management on a regular basis
- Multi-task oriented
- Ability to research accounting literature and reach conclusions
- Valuation modeling skills
- Team-player
- Self-motivated; shows initiative
- CPA certification or working towards one
- Five to seven years accounting experience with at least two recent years of technical accounting experience. Four to five years of public accounting experience preferred
- Knowledge of accounting for M&A transactions including business combinations, non-controlling interests, variable interest entity and consolidation accounting a plus
- Knowledge of collaborative arrangements, lease accounting and revenue recognition accounting literature a plus
- Oracle and BPC experience a plus
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Senior Manager, Transaction Support Resume Examples & Samples
- Analyzing transaction documents with a focus on matters that may have accounting or disclosure consequences
- At least 6 years work experience, including: Public accounting (preferably with a Big 4 firm with large multi-national SEC clientele)
- Strong relationship building skills and a highly professional “client service orientation” is critical
- Must be able to interact with all levels of management
- Must be self-motivated and an excellent team player who possesses outstanding interpersonal and organizational skills
- Strong technical and general accounting knowledge and ability to research FASB, SEC and other accounting literature
- CPA or equivalent required
- Big 4 national office or other substantive technical accounting experience (i.e., ASC 606 implementation team)
- Work experience within the entertainment industry
- 4 year degree - Business/ Finance/ Accounting
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Senior Manager, Transaction Support Resume Examples & Samples
- Participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers
- Analyse financial/operational results of targets through reviewing accounting records and conducting interviews with management
- Identify issues for purchase price reductions, deal structuring or deal termination
- Evaluate effects of seasonality on cash flow requirements. Perform industry and company research
- Supervise staff effectively. Provide constructive feedback/training and conduct performance reviews
- Understand/follow workplace policies
- Use technology to continually develop knowledge and enhance E&Y service delivery
- Generate new business opportunities
- Understand E&Y's service lines, and new opportunities for E&Y to serve clients
- CA or CPA certification
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Sales Transaction Support Rep Resume Examples & Samples
- Contract Creation
- Contract Renewals
- SOW Preparation
- 3 years of contract administration experience
- Strong PC Background (Word, Excel, etc)
- Proven Database transactional experience
- Facilitation and collaboration skills Must be a team player who is highly motivated & detail oriented
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Transaction Support Manager Resume Examples & Samples
- Manage and participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers. Analyse financial/operational results of targets through reviewing accounting records and conducting interviews with management. Prepare/evaluate pro forma financial information
- Lead the preparation of client deliverables including excel databook analysis, reports, presentations and discussion packs
- Identify issues for purchase price reductions, deal structuring or deal termination. Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements. Evaluate effects of seasonality and cyclicality on cash flow requirements. Perform industry and company research. Correlate due diligence findings with client valuations. Manage expectations of service
- Review the work of Staff and Senior employees
- Conduct timely performance reviews for Staff and Senior employees and help to develop and guide staff and other junior Transaction Support professionals by providing effective performance feedback/training and ensuring team responsibilities are consistent with skills and developmental goals. Lead by example
- Generate new business opportunities. Identify business development opportunities and assist Partners and Senior Managers on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the target company
- Bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
- Degree in accounting, business, or finance preferred
- Experience consisting of a total of at least 3+ years of relevant external audit experience in a accounting firm and/or Transaction Support experience, of which at least 18 months are relevant external audit experience in a public accounting firm
- ACA, ACCA or equivalent qualified
- Commercial awareness gained through relevant experience (either from within an Audit or Transaction Support role)
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Executive, FSO Transaction Support, Edinburgh Resume Examples & Samples
- Assist in researching technical accounting issues to evaluate implications on transaction valuation and structuring
- Prepare client deliverables including Excel databook analysis, reports, presentations and discussion packs
- Assist in managing the deliverables and timelines of other service lines to the assignment, gaining a good overall understanding of the key issues for the proposed transaction and the overall transaction process
- Demonstrate a keen interest in financial services companies and the current environment
- Excellent analytical, IT and interpersonal abilities
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Executive, Transaction Support, Birmingham Resume Examples & Samples
- Strong attention to detail with a logical and methodical approach
- ACA (or equivalent) qualification ideally with First Time Passes
- A passion to provide high quality service to your clients
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Executive, Transaction Support Resume Examples & Samples
- Commercial thinking and ability to analyse businesses at pace
- Team working and communication skills
- Project management and Excel skills
- Evidence of report writing skills
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Consultant, Transaction Support Group Resume Examples & Samples
- University Degree in Finance, Economics, or Accounting
- Experience in accounting, corporate finance, business valuation, investment management or budgeting is a plus
- Excellent analytical, problem solving, communication and interpersonal skills
- Fluent English (both written and speaking)
- International experience or education is a plus
- Ability and willingness to travel on business within Ukraine
- Advanced Computer skills
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HCM TAS Transaction Support Senior / Manager Resume Examples & Samples
- Manage and participate in due diligence engagements related to acquisitions by strategic corporate buyers and or private equity investor groups. Analyze financial/operational results of targets from a variety of industries, through reviewing accounting records and conducting interviews with management. Prepare/evaluate pro forma financial information
- Identify issues for purchase price considerations, deal structuring or deal termination. Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements. Evaluate effects of seasonality and cyclicality on cash flow requirements. Perform industry and company research. Correlate due diligence findings with client valuations. Manage expectations of service
- Review the work of staff and senior employees
- Conduct timely performance reviews for staff and senior employees and help to develop and guide staff and other junior Transaction Support professionals by providing effective performance feedback/training and ensuring team responsibilities are consistent with skills and development of goals. Lead by example
- Generate new business opportunities. Identify business development opportunities and assist Partners/ Executive Director and Senior Managers on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the Target company
- A bachelor’s degree in Accounting, Business or Finance is preferred and approximately 5+ years of related work experience
- Experience consisting of a total of at least 3+ years of relevant external audit experience in public accounting firms and/or mergers and acquisitions transaction experience, of which at least 18 months are relevant external audit experience in a public accounting firm
- Vietnam CPA certification or foreign equivalents (CPA Australia, etc.)
- Strong current knowledge of Vietnamese Accounting Standards and basic knowledge of IFRS
- Strong and effective English written and verbal communication skills
- A dedication to teamwork
- A strong work initiative and ability to adapt to new challenges and ideas
- The candidate must also be willing to travel, when necessary
