Financial Services Resume Samples and Examples

  •  Develop and utilize forward looking, predictive models and activity based on financial analysis to provide insight into the organization’s operations and business plans including cash requirements & cash flow   •  Oversee and lead annual budgeting and planning process. Administer and review all fi...

  •  Help monitor and make suggestions regarding IED’s overall supervisory program and help ensure that IED activities satisfy all pertinent legal, regulatory and Firm requirements   •  Assist with application approvals and reviews of various applications owned and accessed by IED sales and trading desks L...

  •  While the Tech teams are working on the project execution (coding), work with TPM/FLASH in helping them understand the business and accounting usecases so that SD’s clearly understands their deliverables   •  Seasoned project manager with 7 years’ experience managing finance/accounting projects with a...

  •  Follow Guild’s information security policies   •  Communicate effectively with individuals/teams to ensure high quality and timely response and resolution to customers’ requests   •  Research accounts noted on quality control reviews as out of standard/policy exceptions and provide...

  •  Manage the AGL administrative staff and provide procedural oversight to administrative staff operating in the Audubon Great Lakes cost centers in aspects of their financial responsibilities, ensuring compliance with NAS policies and procedures   •  Work with appropriate staff to review expenses and im...

  •  Act as the first approver for financial transactions to assure: correct funding source, accurate business purpose, correct expenditure type and required backups   •  Assist with sponsored project research proposal submissions and post award administration   •  Support and train cen...

  •  Partner with regional CFO and Market Manager(s) to develop strategic market plans   •  Develop and present strategic insights about the market   •  Align market goals and objectives to US-wide priorities and initiatives   •  Act as thought partner to Market Mana...

  •  Participate in and lead segments of our Client Profitability development, including data quality, client analytics and MIS development   •  Performs monthly and quarterly analysis of operations’ results for all State and Regional Centers vs. plan(s)   •  Prepares financial plans in...

  •  Change Management – coordinate changes to system or base settings   •  Producing daily and monthly financial and regulatory reports for the Corporate Lending business within the established timelines   •  Performing accuracy and reasonableness checks on reports prepared while provi...

  •  Implements financial policies and procedures in support of assigned projects   •  Establishes and manages cost/schedule baselines   •  Prepares internal and external reports on the financial status of assigned programs   •  Develops and maintains both revenue re...

  •  Assust in determining accounting policy, process & technical accounting solutions for the group and the calculation of any OTT adjustments required for the Opco’s   •  Monthly consolidated sales reporting   •  Monthly review and variance analysis of all entity account submissio...

  •  Prepare, validate and/or assist in the preparation of PE accounts, PE reporting, financial statements, financial audit reporting and/or specific client reporting, including, but not limited to, accruals, monthly, quarterly, and/ or annual tax/financials packages for fund, portfolio company level and LP investor reporting...

  •  Hedge inventory positions against market risk (interest rate and credit risks) as necessary and within the guidelines of Risk Management policies   •  Continuously monitor market conditions and implement trading strategies designed to counteract changing financial conditions and mitigate any potential...

  •  Oversee the projections process, including integration into Humana’s long term planning model in 2015 and 2016   •  Coordinate review of statutory based tax calculations and process with Humana’s internal tax department   •  Leads Positively:Leads by example to cultivate a climate ...

  •  Investor Relations – Communicates with the investment community   •  Corporate Audit – Assesses and reports on the control environment   •  Strategy & Business Development – Includes new business initiatives, M&A and internal consulting   •  Completed at...

  •  Open a refi escrow and obtain all necessary information   •  Open a sale escrow and obtain all necessary information   •  Audit incoming mail/faxes, checking for completion and accuracy, addressing any issues/missing items and/or information, and determination of how to process it,...

  •  Demonstrated experience on a trading desk   •  Team player with can-do attitude   •  Experience working within a strong business/profit culture   •  Work in a fast paced trading room environment   •  Comprehensive financial markets knowledge

  •  Strong desire to learn more and develop yourself   •  Highly organized personality with the ability to prioritize multiple functions and tasks   •  Strong team player attitude that loves to bring new ideas to the table   •  Desire and attitude to excel  &nb...

  •  Team Mentoring: Supporting, Mentoring & Managing the team to achieve it’s objective   •  Lead effort to continuously improve the business planning process at the institution using independent judgement and industry best practices. Report findings and recommendations to implement continuous improve...