Consumer & Community Bank Finance Resume Sample
Shanny Abbott
125 Alysha Island,
Los Angeles,
CA
+1 (555) 382 7858
Work Experience
Consumer & Community Bank Finance
02/2018
-
PRESENT
San Francisco, CA
- Forecasting market level metrics in support of both CRA & Fair Lending, with focus on at risk markets
- Pricing analysis/optimization across all production channels
- Analysis & assessment of key affordable strategies
- Product/program opportunity analysis
- Reporting of key results, highlighting performance accomplishments & areas of opportunity
- Think holistically about consumer behaviors and trends
- Understand business and profitability drivers across CCB businesses
- Proactively recommend ways to improve how we analyze information and develop insights for business leaders
- Partner effectively across CCB finance, risk, marketing, and technology
Education
California State University, San Bernardino - Palm Desert Campus
2013 - 2018
Bachelor's Degree in Finance
Professional Skills
- Critical thinking and analytic skills; excellent problem solving skills; proactive and a results-oriented mindset
- Excellent time management skills with the ability to effectively prioritize and manage multiple tasks
- Strong interpersonal skills and willingness to build and foster strong professional relationships
- Strong communication skills, both written and verbal, with ability to communicate effectively at many levels of the organization
- Possesses a strong business presence and excellent communication skills; is comfortable interacting with and presenting to all levels of management
- Strong analytical, creative thinking and problem solving skills. Comfortable in building models, managing large amounts of data and identifying trends
- Experience working in teams, utilizing project management skills to juggle multiple work streams, deliverables, and constituents
How to write Consumer & Community Bank Finance Resume
Consumer & Community Bank Finance role is responsible for analytical, excel, finance, hyperion, quantitative, powerpoint, financial, advanced, creative, organization.
To write great resume for consumer & community bank finance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Consumer & Community Bank Finance Resume
The section contact information is important in your consumer & community bank finance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Consumer & Community Bank Finance Resume
The section work experience is an essential part of your consumer & community bank finance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous consumer & community bank finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular consumer & community bank finance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Consumer & Community Bank Finance resume experience can include:
- Excellent communication and presentation skills, both written and verbal; ability to tailor messaging and communicate effectively
- Strong analytical and problem solving skills with a track record of execution against deliverables
- Exceptional analytical ability and demonstrated problem solving skills
- Strong computer skills, particularly in Excel (including Essbase), PowerPoint, Word and Access
- Exceptional time management, multi-tasking and prioritization skills essential
- Excellent interpersonal skills necessary to communicate with senior leaders across the Risk & Finance organization
Education on a Consumer & Community Bank Finance Resume
Make sure to make education a priority on your consumer & community bank finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your consumer & community bank finance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Consumer & Community Bank Finance Resume
When listing skills on your consumer & community bank finance resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical consumer & community bank finance skills:
- Good prioritization and organization skills, with ability to work within a fast paced environment
- Proven problem solving, analytical and creative thinking skills
- Team player with strong organizational skills, and is capable of working in a dynamic environment and managing multiple projects with tight timelines
- Self-starter with strong critical thinking, analytical and problem solving skills
- Excellent communication, partnering and relationship building skills
- Strong quantitative and analytical skills, detail-oriented and proficient in building out analysis with minimal supervision
List of Typical Experience For a Consumer & Community Bank Finance Resume
1
Experience For Consumer & Community Bank-finance Audit Resume
- Develop and utilize technical expertise in SQL, SAS, VBA, Alteryx, and Tableau to obtain and analyze information effectively and efficiently
- Experience of related financial analytical experience
- Experience in a reporting, financial analysis, or modeling capacity
- Self-motivated individual with ability to manage tight deadlines and changing priorities
- Deep experience and extreme working with MS Excel and MS PowerPoint
- Work with Technology, MIS, Analytics Teams, and Finance Teams to develop an infrastructure to support dashboards that works efficiently and has strong controls
- Experience in analysis of financial performance, including variance commentary
2
Experience For Consumer & Community Bank Finance Resume
- Driving process improvements and creating efficiencies across the home lending P&A organization
- Participating in and helping build upon the broader team’s people agenda
- Gathering business and technical requirements via stakeholder interviews and upstream investigation
- Writing Business Requirements Documents
- Tracking development and deployment timelines
- Process MIS requests by creating, altering, or improving reports as well as process ad hoc reporting data requests
- Take ownership of forecasting tools and lead the forecasting process for select groups within Correspondent Home Lending
3
Experience For Consumer & Community Bank-finance Audit Resume
- Evaluate existing practices on an ongoing basis for internal financial controls
- Weekly tracking/reporting of headcount
- Capable of working in a dynamic environment with tight timelines
- Partner with Technology through all phases of the project lifecycle, including
- Complete quarterly press release and monthly reporting activities for risk weighted assets
- Participate in corporate working groups for RWA enhancements
- Perform analysis, using excel, Python, R to develop data and assumptions for capacity plans
4
Experience For Consumer & Community Bank Finance Resume
- Think creatively to create efficiencies and improve controls within the capacity planning infrastructure
- Business Case Development and Tracking
- Manage and analyze business strategic inputs and assumptions used in the forecasting model
- Help to draft model documentations and Standard Operating Procedures
- Manage the CPE Execution and Testing team responsible for rate changes
- BS in Accounting, Finance, or related discipline required
5
Experience For Consumer & Community Bank-finance Audit Resume
- Prepare and analyze actual vs. forecast/budget reporting for Dealer Services management and conduct monthly expense meetings
- Identify and drive continuous process improvement initiatives within the business and capacity planning team
- Moderate knowledge of MS Excel, Essbase and SAP, working knowledge of Beeline and ePurchase
- Support the process for all financial reporting – actuals, budget and forecast – and the methodical allocation of expenses to the appropriate business units
- Work with key partners and stakeholder to enhance existing financial processes and analytic models
- Ensure data integrity, accuracy and timeliness in all financial reporting and presentations
- Play an important role in supporting the strategic transformation of how CCB manages its technology value stream
6
Experience For Consumer & Community Bank Finance Resume
- Support forecast infrastructure by helping to collect vital data and information from MIS and sales leadership
- Redesign the operating model to transition the organization from paper reporting to interactive dashboards – developing roles and responsibilities across the organization
- Understand the variety of sources for information and how to strategically source data
- Coordinate data acquisition efforts and controls efforts across the team
- Analyze customer behaviors and business results to develop insights for the CCB Leadership Team
7
Experience For Consumer & Community Bank-finance Audit Resume
- High-level knowledge of ETL design and best practices
- Monthly Mortgage Banking Servicing Controller’s book – Assisting in the reporting and analysis of the balance sheet and income statement to present to Senior Management
- Proven ability to develop and maintain strong relationships across a variety of business partners
- Ensure Card Services delivers with a "customer first" mentality, with the highest quality standards, and with a strong sense of urgency
- Maintain DCS’ F3 models & analytics used for long-term forecasting and quarterly stress test cycles
8
Experience For Consumer & Community Bank Finance Resume
- Maintain production excel files and ensure inputs are 100% accurate
- Perform production reconciliation to Retail schedules and published HCR and FFIEC 101 reports
- Ensure published detail is timely, complete, and accurate
- Run SQL queries to research variances and work with IT for any updates
- Participate in RWA forecast process as needed
9
Experience For Consumer & Community Bank-finance Audit Resume
- Assist with additional MIS responsibilities
- Participate in meetings to engage and understand the business
- Partner with MIS to define data requirements
- Create reports and presentations to summarize results of analysis and/or capacity plans
- Think creatively to develop analysis/models to help the business
- Prepare various monthly and quarterly financial reports and analysis
- Interact with various levels of Field management (i.e., Branch Managers and Market Directors) to help them understand the mechanics of the Branch Scorecard, as well as identify key drivers of their Scorecard performance
- Foundational understanding of balance sheet and income statement components and how they drive financial results
10
Experience For Consumer & Community Bank Finance Resume
- Build a close partnership with business and finance partners across Card Services teams
- Develop expertise in forecasting and analyzing trends in business drivers, Card balance sheet and income statement across stress testing forecasts and BAU business planning
- Analyze performance and revenue drivers of credit card loans to influence model choice decisions
- Manage model overlays to address model deficiencies and capture new business strategies
- Help to develop, implement, and enhance the end-to-end model execution processes
- Build a close partnership with business, risk management, and finance partners across Card Services Line of Business
- Supervise the implementation of systems releases, inclusive of updated models
List of Typical Skills For a Consumer & Community Bank Finance Resume
1
Skills For Consumer & Community Bank-finance Audit Resume
- Professional maturity, strong executive presence, presentation and negotiation skills
- Outstanding PC skills (esp. Excel and PowerPoint)
- Experience in a Finance/Analytical environment required with hands on experience performing financial analysis outside of budgeting/forecasting
- High level of intellectual curiosity with exceptional problem solving / critical thinking skills
- Evaluate business needs and initiatives for special projects related to consumer lending. Apply technical/statistical skills to complete the necessary analysis
2
Skills For Consumer & Community Bank Finance Resume
- Advanced skills creating Excel Charts to visually present data
- Analytical ability and creative problem solving skills
- Partner effectively with risk, finance, technology, and corporate planning teams
- Effectively communicate with Finance, Risk, and other teams that provide inputs to the forecasting process or require outputs from the process
- Passionate problem solver and creative, critical, independent thinker with exceptional analytical skills
- Consolidating and analyzing stress testing results at a total Home Lending and legal entity level and providing concise and meaningful variance analysis
- Capable of working in a dynamic environment and delivering exceptional results in a time-sensitive manner while managing competing priorities
3
Skills For Consumer & Community Bank-finance Audit Resume
- Experience analyzing numbers (e.g. investment banking, management consulting, financial analysis)
- Update and validate BAU financial tracking reports (headcount/travel and expense/hiring pipeline/bi-weekly metrics)
- Relevant work experience in an analytical capacity (preparing reports, presentations, creating forecasts, and actionable insights)
- Relevant work experience in an analytical capacity (preparing reports, presentations, dashboards, creating forecasts and actionable insights)
- Experience in a medium to large diverse organization in Finance/Accounting and or management consulting
- Skilled at mastering / sourcing from systems (e.g., Essbase) for financial data
- Solid grasp on finance/accounting concepts
- Strong problem solving, business acumen, and intellectual curiosity
4
Skills For Consumer & Community Bank Finance Resume
- BA/BS in Finance, Economics, Accounting or related field with 3-5 years of related experience, preferably in the financial services industry
- Professional accounting experience
- Support the testing process to validate the automated forecast against the model files
- Operate as the Primary or Secondary Information Owner on Pricing systems (CPE and LAZER)
- Directly manage a talented and experienced team and invest time in coaching and development
- Strong logic-driven approach to solving problems and mitigating challenges
- Strong personal integrity and work ethic; has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
- Accounting, Finance, Mathematics, and/or Engineering
5
Skills For Consumer & Community Bank-finance Audit Resume
- Creating executive presentations and analysis for the Commercial Card leadership team focused on business growth objectives
- Creating executive-level presentations that summarize results at various levels of the organization
- Enhancing controls/risks within CCAR actuals and forecast submissions
- Managing and develop staff
- Understanding or willingness to learn SAS/SQL
- Lead the planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan, and capital stress testing
- Participation in end to end process reengineering, reviewing existing processes and identifying areas of improvement and points of control or lack of such
- Support the CCSo annual/monthly financial planning, forecasting, analysis and reporting
6
Skills For Consumer & Community Bank Finance Resume
- Analyze financial results and provide variance analysis to help the CCSo CFO prepare for monthly management meetings and monthly corporate business reviews. Provide analytic support for earnings release (Talking Points, additional back-up materials, etc.)
- Managing and prioritizing the requests and deadlines within the stress testing calendar
- Support the CSo annual/monthly financial planning, forecasting, analysis and reporting
- Team subject matter expert on forecast and annual budget effort including loading and reconciling forecast data in CCB MIS environments (Hyperion Essbase)
- Manage a team of 3 individuals and provide ongoing coaching and mentoring
7
Skills For Consumer & Community Bank-finance Audit Resume
- Comfort interacting (verbally and in writing) and presenting to all levels of management
- Provide support for the Business Planning, Stress Testing in addition to monthly, weekly and daily financial reporting
- Capable of challenging the operating norm and making strategic recommendations
- Ensures data integrity and accuracy in all reporting and forecasting
- Support the Card Services annual/monthly/weekly financial planning and reporting process
- Chase Auto Finance Funds Transfer Pricing (funding) execution and strategy
8
Skills For Consumer & Community Bank Finance Resume
- Partner with the business and finance teams to ensure smooth functioning of the capacity planning process
- Participate in ongoing initiatives to enhance the efficiency and accuracy of the forecasting process
- Ownership of ad-hoc analysis and evaluation of proposals impacting Servicing profitability (e.g. buy/sell economics, P&L of business cases)
- In Finance/Accounting, management consulting or other financial/analytic roles
- Support and coordinate the automation of business planning and stress testing forecasts
- Work closely with Card CFO and CCB P&A teams to enhance existing forecasting processes
- Support the monthly/annual financial planning, forecasting, and analysis for CMS Revenue
9
Skills For Consumer & Community Bank-finance Audit Resume
- Create business cases and post implementation tracking for new marketing and technology investments
- Ensure reconciliation of existing financial systems, including general ledger and account based applications
- Collaborate with Marketing team to develop acquisition P&Ls to support marketing decisions
- In Finance/Accounting, management consulting or other financial/analytic roles
- In Financial Planning, Data Analysis and / or Management Reporting
10
Skills For Consumer & Community Bank Finance Resume
- Partner with business Planning and Analysis team to ensure smooth functioning of the process
- Comfort interacting with and presenting to all levels of management
- Support the Card Services expense annual/monthly/weekly financial planning and reporting processes
- CCAR Stress Testing analysis & reporting: CCAR, ICAAP, Risk Appetite
- Enhance current Balance Sheet forecasting and reporting processes
- Build efficiencies and expand forecasting and reporting automation efforts
- Develop and enhance analytical tools to ensure data integrity and accuracy in all reporting and forecasting
List of Typical Responsibilities For a Consumer & Community Bank Finance Resume
1
Responsibilities For Consumer & Community Bank-finance Audit Resume
- Strong interpersonal and communication (written and verbal) skills, with the ability to present information in a clear, concise manner
- Strong analytical and trouble-shooting experience
- Partner with the Risk Managers and senior-level executives in the Risk groups to effectively manage expenses on a monthly, quarterly, and annual basis
- Proficient at SQL or SAS skills
- Partner with senior-level executives in the functional management group to effectively manage expenses on a monthly, quarterly, and annual basis
- Partner effectively with various teams within the Merchant Services organization
- Work effectively in a matrixed and rapidly change environment
2
Responsibilities For Consumer & Community Bank Finance Resume
- SQL or SAS skills required
- Track record of strong analytical experience
- Strong credit card business knowledge and experience required
- Superior Microsoft Office and Hyperion Essbase skills
- Guru-level Excel and PowerPoint skills
- Proficiency in MS Office (intermediate excel and PowerPoint skills)
- Experience evaluating financial and marketing investments
- Self-starter with a proven track record in change management, business and process reengineering
3
Responsibilities For Consumer & Community Bank-finance Audit Resume
- Experience in dealing with both senior executives and their teams
- Comfortable working in an extremely fast-paced environment and an ability to self-prioritize
- Relevant work experience in an analytical capacity (preparing reports, presentations, dashboards, and/or data visualizations for various audiences)
- SQL, Tableau or similar database or data mining tool experience
- Update and validate BAU financial tracking reports (daily and weekly flashes)
- Experience in working with MIS teams to source new data & develop data-driven solutions to business problems
4
Responsibilities For Consumer & Community Bank Finance Resume
- Experience, financial services required
- Essbase experience from either the user side or cube administration required
- Related financial experience
- Work with internal partners (e.g., Corporate Strategy) to articulate and quantify key priorities and investment decisions
- Prepare / consolidate / enhance presentation packages for internal business meetings and reviews
- Driving the monthly forecast process,
- Design and produce insightful and visually-appealing presentations and other reporting for senior executives through CCB
- In Financial Planning, Data Analysis and / or Management Reporting
5
Responsibilities For Consumer & Community Bank-finance Audit Resume
- Manage short and medium term automation plan for marketing investment reporting and dashboards across Card
- Reimagine marketing investment process from campaign inception and financial sizing to expense approval
- Ensure data integrity, accuracy and timeliness in all financial reporting and financial forecasting
- Proactively recommend ways to better our forecasting and simplify expense tracking and management
- Evolve financial investment decision process along with the changing marketing infrastructure and execution processes
- Capable of working in a dynamic environment and managing multiple projects within tight timelines
- Produce regular reporting on Servicing revenue and balances; analyze key drivers of period-to-period changes and provide variance commentary
- Lead effort to manage client profitability agenda including review of deal profitability with internal bank stakeholders
- Manage financial reporting and results communication for Commercial Card sub-product financials (i.e. P-Card, SUA, T&E
6
Responsibilities For Consumer & Community Bank Finance Resume
- Support forecast infrastructure by helping collect vital data and information from MIS, and operational leadership
- Partner with business P&A team (onshore/ local) to ensure smooth functioning of the process/function
- Provide leadership and recommendations on the development of the a financial data model for the Home Lending business unit
- Communicate findings in a concise and actionable manner and provide insights critical to delivering business goals
- Test Regulatory reporting platform for alignment of results to submissions completed by peer
- Manage relationship between technology, and management team, to outline timelines and milestones to align reporting with target end state
7
Responsibilities For Consumer & Community Bank-finance Audit Resume
- Identify risks in the forecasting process and work with SMEs to design and document control standards and procedures
- Support the preparation of internal and external presentations and supporting materials for the Card Services
- Support the preparation of internal and external presentations and supporting materials for senior management and ultimately the Card Finance CEO
- Create consistent and repeatable tracking of ROI across all portfolio investment types
- Produce best practices that are repeatable for marketing investment decisions across CCB
8
Responsibilities For Consumer & Community Bank Finance Resume
- Support LOB initiatives and participate in business requirement meetings, provide business requirements and assist with testing
- Capable of working in a dynamic environment, with multiple stakeholders,
- And managing multiple projects with tight timelines
- SEC or Regulatory financial reporting
- Knowledge of GAAP and financial statement reporting
- Create and edit driver trees, which capture the methodology and calculations of the forecasting process
- Produce reports and develop analytics to provide insights of forecasting results and processes to the management team
9
Responsibilities For Consumer & Community Bank-finance Audit Resume
- Support the Card Finance annual and mid-year forecasting process
- Support and/or lead ad hoc analytic projects, financial modeling and requests
- Manage the Card Finance annual and mid-year forecasting process
- Support the preparation of internal and external presentations and supporting materials for the President
- Lead quarterly portfolio marketing investment process within the Credit Card line of business
- Project manage the end-to-end Business Planning forecast process
10
Responsibilities For Consumer & Community Bank Finance Resume
- Own, coordinate, maintain, communicate and run a weekly update meeting with representatives from the various areas to complete the forecast
- Lead, Assist and coordinate meetings or communications to resolve forecasting issues or obstacle
- Support the preparation of internal and external presentations and supporting materials for the CCSo President
- Model capacity plans and provide expense data for pricing models
- Prepares presentations and supporting materials for the head of Collections, Auto Finance and Merchant Services leadership teams
- Build processes to automate and improve the availability of analytics and reporting
- Update, analysis, and present Channel P&L reporting to internal business partners
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