Financial Services Resume Samples and Examples

  •  Managing a close relationship with both on-shore and off-shore Line Control teams (PC P&L production) to ensure that daily, weekly and monthly hand-offs are efficient and that there is no gap in PC’s overall control model   •  Product Operation (PO) directors and other PO business units and lines ...

  •  Manages all financial topics, including Financial Planning and Analysis of the Company’s global distributor business   •  Problem Solving/Technical Expertise   •  Manage and direct the day to day activities of MAC’s International Finance Team members to ensure all deadlines are met...

  •  Familiarity with UNDP’s DFA and Financing Solutions toolkit with previous DFA studies considered an asset   •  Responsible for all monthly financial and management reporting, statutory and tax reporting, requirement   •  Perform analytical review of P&L, trend analysis, standar...

  •  Relevant experience in investment banking/brokerage/ custodian banking   •  Leading a senior team to transform processes and delivery, utilising an offshore delivery model, as well as supporting the ongoing transformation of the finance operating model through upskilling and utilisation of the team to...

  •  Assist in the Accounts Payable and General Accounting related activities   •  Assist the Senior Controlling Analyst in the preparation of monthly cost reports   •  Preparation of reports for the controlling team   •  Completed or progressing accounting certifica...

  •  Deliver Stock Loan transformation of Front-office order/pricing tools, trade processing and exposure management to a global platform   •  Deliver booking model and profit & loss methodology improvements to deliver transparent desk and region wise consistent transparency   •  Ma...

  •  License of Certification – Missouri Department of Insurance licensing or ability to meet the requirements for Missouri Department of Insurance licensing is required. Subject to required statutory continuing education requirements. Notary Public is required   •  Maintain an up-to-date awareness and kno...

  •  Trains outside investment advisers on how to trade their accounts through Advisor Desktop and Trade Order Management system   •  Creates and reviews curriculum used for training investment advisors and internal employees on trading platform   •  Keeps updated training documentation...

  •  Experience in analyzing, manipulating, transforming, and interpreting large amounts of data   •  Experience of working with and understanding of market data / transaction data   •  Experience of data feeds and their usage within the application environment   •  ...

  •  Understanding the implications of control issues and their potential impact on the legal entity’s financial statements and regulatory filings and ensuring issues are escalated to senior management   •  Opening new accounts and managing the chart of accounts.   •  Raise the team’s l...

  •  Strong people skills with the ability to impact and influence at all levels of Microsoft, customer and partner organizations, including at senior leadership and executive levels   •  Strong business acumen and mental agility to ramp quickly across the CCG and Finance organizations and initiatives &nbs...

  •  Financial Product knowledge and experience - preferably with direct exposure to the securities sales and trading business   •  Proven ability in data interrogation, interpretation, and presentation. Outstanding analytical skills. Be able to manage large amount of data and synthesize information from v...

  •  Manages financial analysis of medical cost   •  Provides ad-hoc analysis for senior management   •  Demonstrates understanding of the relationship between the programs’ direct labor inputs and the impact on the Business Area Overhead Rates. Manages this closely to optimize for comp...

  •  Comfort and Ability to interact with all levels of management in a professional manner   •  Attention to Detail & Highly Accurate   •  Strong Follow-up Skills & Customer Service Oriented   •  Driven to learn and continue developing skills   •&n...

  •  Perform supporting analysis for new and existing ABS transactions and funding vehicles   •  Perform tasks needed to support Corporate Finance data analytics   •  Work across Corporate Finance and with Accounting, Credit Risk, and Operations to support optimal financial execution of...

  •  Responsible for monthly KPI’s reporting and forecasting   •  Build and maintain strong relationships with the GBS and the Country and Regional Finance teams; partnering across all process and system related discussions. Supporting a process and systems environment that enables best in class operations...

  •  Assist with the management of the accounts receivable function within the region   •  Assist with the processing of month-end activities which includes the preparation and processing of month-end journal entries, processing loan and bank account entries and reconciling these accounts and executing a v...

  •  Other PO business units re operational and customer service issues, projects, change implementation or system recoveries   •  Successful and timely processing/control of Trade Finance Transactions within timeframes set   •  Customer feedback both internal and external   •...

  •  Ensure accuracy of downstream processes, including accounting and control responsibilities   •  Work with Finance COO to drive shape and timing of planning process and iterations thereof   •  Contribute to submission of budget and forecast processes   •  Annual ...

  •  Performance of monthly and intra-month Independent Price Verification (IPV) of securities on Deutsche Bank’s books and records   •  Over-sight and development of valuation methodologies, model appropriateness and reserving issues   •  Analysis and communication of key valuation unc...

  •  Understand market drivers (of those markets in which involved), market moves, and the numbers behind it all, as well as cross-asset implications   •  Act with a keen focus on BlackRock’s fiduciary responsibilities   •  Propose innovative solutions in order to improve BlackRock’s ex...

  •  Support the new deal’s model setup   •  Assist Magna’s tax and treasury departments to implement solutions as needed   •  Work well within a Fast-paced, team   •  Prepares accurate and timely financial and business related analyses, researches and forecasts fina...