Financial Services Resume Samples and Examples

  •  Support Vendor Managed Inventory functions as customers’ needs warrant   •  Provides financial/analytical support to key constituents throughout the organization   •  Prepares business cases including financial, operation and economic analysis   •  Provide accou...

  •  Process a variety of financial aid electronic forms/paperwork and award financial aid   •  Perform the batch packaging process to pick up all students ready for packaging on a regularly scheduled basis   •  Review student aid packages to ensure accuracy, consistency, and compliance...

  •  Assists in running P&L’s (Profit and Loss), G/L (General Ledger) account detail, and Project level reports for Business Unit Controller(BUC) review; and   •  Communicate with general contractors/vendors to facilitate timely receipt of invoices   •  Receive and process invoices ...

  •  Track and reconcile all IT capital portfolio project activity monthly by project under management   •  Review monthly capital tracking activity by project with each project manager to ensure accuracy and maintain adherence to budgeted spend and proper accounting of capitalized spend   • ...

  •  Set and execute strategy for tool solutions in Finance to create step-function efficiencies within organization   •  Lead cohesive team in creation and execution of program, functional, and Financial Planning solutions to solve customer needs (automated reports, advanced analytical tools, etc.)  ...

  •  Continuously assess risk and the control environment for continuous improvement and compliance   •  Assist in researching and recording complex financial transactions   •  Manage all bookkeeping and reconciliations related to the firm   •  Prepare and analyze fi...

  •  Applications Support and Training   •  Budgeting & Financial Reporting   •  Troubleshooting and resolving issues related to applications, member utilization, and setup   •  On-Site Budgeting & Financial Consulting   •  Financial syste...

  •  Reviewing and monitoring strategic plans and participates in the development and documentation of long- and short-range planning efforts within the Logistics Systems Office   •  Providing staff direction and guidance in implementing the Logistics Systems Office financial, budget, contract, and acquisi...

  •  Experience with compliance testing, quality control/assurance processes or internal/external audits   •  Receive, request, analyze and disseminate information relating to suspicious activities in order to improve GFC’s monitoring processes and case results   •  Lead global coordina...

  •  Monitors overall payout businesses, meeting and maintaining KPI (key performance indicators) for company’s policies for the financial services group as well as the client’s requirements for processing financial transactions   •  Manages inbound and outbound email communication within SLA’s   ...

  •  Support adhoc projects (e.g., prospect pipeline, tracking prior investments, etc.) and other administrative tasks to enhance the group’s infrastructure and improve connectivity with HCP business operations   •  Consistently exhibits behavior and communication skills that demonstrate HealthCare Partner...

  •  Perform nightly close day procedures in all systems after balancing on a daily basis   •  Update Daily Revenue Summary and distribute to applicable ship management and/or shoreside operations   •  Monitor guest accounts with cash deposits and declined credit card authorizations, (c...

  •  Accident investigation and Action Plan after each accident involving Customer Finance personnel   •  Monitor and record training participation for all Safety updates   •  About 2 years’ experience working in an IT support environment/technical background   •  En...

  •  Develop reports and presentations of complex financial data and metrics for management and third parties   •  Participate as a member of a project team; support new initiatives. Make decisions determining approach to managing and completing processes   •  Contribute to unit and org...

  •  Work with payroll/procurement to create and meet deadlines that support timely payout to sales reps and customers   •  Hands-on implementation or end user experience with enterprise resource planning applications such as Oracle, SAP, Netsuite or Intacct Experience working on Agile projects defining bu...

  •  Computer literate in Microsoft Windows applications and relevant computer applications required   •  To completely run month end, ensuring that all journals are prepared & posted, reviews are completed and deadlines are adhered to   •  To prepare VAT returns and deal with HMRC ...

  •  Support the annual/monthly financial planning, forecasting, analysis and reporting   •  Analyze financial results and provide variance analysis to help the Senior Operations Manager, Finance Manager & CFO better understand operational results and impacts   •  Work closely with ...

  •  Runs audit reports within client databases to inspect data and fix exception reports as needed   •  Monitors and reconciles scrub audits across Orion customer databases   •  Compares and evaluates data within electronic system against electronic files   •  Audit...

  •  Collaborates in the development of the business’ strategies and objectives along with the Financial Leader   •  Worker’s Comp Law Specialist   •  Demonstrated ability to effectively analyze data to identify and solve problems/issues   •  A general working knowle...

  •  Strong computer skills required, including Hyperion, SAP FICO, Focus, Word and Excel   •  Creates, maintains, and updates financial databases and spreadsheets, and generates various financial reports as required   •  Participates in audits and analysis of contracts for cash reconci...

  •  Prepare annual Budget and monthly forecast of revenue, expenses, and headcount for the business units   •  Consolidate business unit financials for forecast and budget presentations   •  Track and analyze expense actuals vs. budget/forecast   •  Prepare monthly ...