Financial Associate Resume Sample
Ova Emard
5017 Shane Turnpike,
Philadelphia,
PA
+1 (555) 519 8534
Work Experience
Financial Associate
01/2017
-
PRESENT
Phoenix, AZ
- 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 LOB P&A teams as well as the Operations P&A team
- Perform ad hoc analysis using SAP, MIS data and Essbase
- Headcount tracking and reporting in liaison with the Business Managers, Central PMO. Regular forecasting of headcount projections to the MBM operations executive, his DRs and the Global CFO’s
- Regularly gather new client accounts and build assets under management for FA Team
- Conduct in-depth analyses of client portfolios. Research recommendations, select suitable investments based on client’s investment objectives, tolerance for risk, financial capabilities and investment potential. Promptly execute approved transactions
- Monitor and evaluate clients’ investment needs and progress by reviewing transactions, monthly statements, market research and client contact
- Promote business growth programs and services, develop detailed marketing plans for client acquisition and identify opportunities to improve sales effectiveness for FA Team
Senior Financial Associate
01/2011
-
10/2016
San Francisco, CA
- Limited partner requests
- Liaise with investors
- Assists the Director of Finance and Business Operations, Clinical Affairs and the Business Manager with the preparation of revenue and expense budgets that support the strategic and tactical plans of Clinical Affairs (MCP Administration, CPS, Clinical Informatics, Multi-Specialty)
- Assists with the chargeback process for services provided to FMCWCP on a monthly basis by populating the charge back workbook and populating monthly budget variance reports
- Assists with coordinating the financial activities for MCP Administration, CPS, Clinical Informatics, and Multi-Specialty departments, including but not limited to preparing projections, advising management of budget variances and potential solutions, and evaluating new position requests compared to budget
- Assists with the preparation of the annual merit increase calculations and processing for Clinical Affairs
- Conducts ad hoc financial analysis and applies mathematical models of financial or business conditions
Financial Associate Intern
04/2007
-
11/2010
Houston, TX
- An integral part of this role includes processing client account transfer requests and internal/external client contact
- The processing aspect encompasses a detailed review of assets to transfer and coordination with both clients and other financial institutions to ensure the expedient receipt/delivery of assets
- Answers questions, inquiries or requests from students, regarding financial aid programs and eligibility as well as alternative funding sources
- Able to independently evaluate and resolve student inquiries, issues, and problems and ensure that the appropriate action is taken to the satisfaction of the student
- Maintain telephone coverage during assigned rotation schedule and be available to answer inbound calls from students and parents
- Assist students in all aspects of the financial aid process via telephone or e-mail by delivering accurate, up-to-date information in a calm, polite, professional demeanor
- Be able to advise the student on federal/private loan/grant eligibility status and provide guidance/follow up where resolution is needed
- Proven ability to handle multiple tasks at once
- Communicate and work closely with a diversified group of people, including students, parents, staff, faculty and external/internal auditors
Education
Southwest Minnesota State University
2002 - 2006
Bachelor's Degree in Finance
Professional Skills
- Experience that demonstrated strong attention to detail and excellent written and verbal communication skills
- Strong analytical skills and excellent communications skills, both verbal and written
- Experience that demonstrated excellent organization and people / customer service skills
- Accurate computing and math skills, with basic Excel skills
- System skills need to include strong excel and if possible Hyperion Smart View. Strong systems aptitude
- Strong problem-solving skills and the ability to prioritize projects required
- Excellent computer skills including Excel (including pivot tables and VLOOKUPS) and an aptitude for building and maintaining complex workbooks
How to write Financial Associate Resume
Financial Associate role is responsible for customer, organizational, excel, basic, accounting, analytical, advanced, computer, microsoft, word.
To write great resume for financial associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Associate Resume
The section contact information is important in your financial associate 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 Financial Associate Resume
The section work experience is an essential part of your financial associate 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 financial associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Associate resume experience can include:
- Strong attention to detail, analytic skills and problem solving abilities
- Relevant professional experience required as is prior experience with financial processing
- Strong financial, managerial accounting and management skills
- Strong computer skills, currently utilizing Microsoft Office Suites (Excel)
- Very good writing and verbal communication skills
- Excellent analytical skills and ability to multi-task to perform multiple complex tasks with a superior level of attention to detail
Education on a Financial Associate Resume
Make sure to make education a priority on your financial associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial associate 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 Financial Associate Resume
When listing skills on your financial associate 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 financial associate skills:
- + Excellent computer skills including Excel (including pivot tables and VLOOKUPS) and an aptitude for building and maintaining complex workbooks
- Or 18 months experience or 18 months training in accounting &/or finance to include a basic level of experience in spreadsheet software
- Or18 months experience or 18 months training in accounting and/or finance to include a basic level of experience in spreadsheet software
- Experience or strong interest in project-based work and matrixed reporting
- Build relationships and communicate effectively across multiple levels, functions and locations
- Developing strong relationships with key partners in Product Control, Front Office, Risk, and other areas across the business
List of Typical Experience For a Financial Associate Resume
1
Experience For Senior Financial Associate Resume
- Work experience, preferably in a fast-moving consumer goods company, management consulting, or investment banking
- Demonstrated experience building, motivating, and leading teams
- Finance related experience generally required, with a strong technical expertise in database management and reporting
- Strong knowledge of PC’s and software including Microsoft Word, Excel and Outlook. Experience with Oracle Financials is desirable
- Interpersonal and organizing skills, team spirit
2
Experience For Financial Associate Analyst Resume
- Forecasting: Assist with project forecasts to aid the project team with effective financial planning
- Experience in building reports from databases, including writing formulas and creating datasets in a SQL environment
- Skill in working with complex sets of accounting and budget records, with working knowledge of accounting principles
- A commitment to providing excellent customer service and working with students
- Quantitative experience working in an insurance company or consulting firm
- Provide business unit customers high quality, efficient, and courteous service by developing and maintaining strong professional relationships
- Three years of relevant finance or accounting experience, project accounting/analysis a
- Good at identifying issues in processes/procedures and recommending solutions where approriate
3
Experience For Financial Associate Intern Resume
- Strong knowledge of the principles and practices of financial aid and/or student lending
- Prepare pre-closing reviews of results prior to review by senior finance team management
- Experience in the area of R2R, O2C, leasing cycle
- Experience in an accounting environment
- Work experience in accounting or finance
- BCom with 1 to 3 years of experience in P2P domain, Accounting and Reconciliations
4
Experience For Sptc Financial Associate Resume
- BCom/MCom 3 to 5 years of experience in Cash Apps, Accounting and Reconciliations
- Experience managing grants in a research environment
- 3 – 6 years of relevant work experience in an organization offering services to a wide range of federal, state and commercial clients
- Experience with working on SAP
- Strong working proficiency with MS Office products; specifically MS Excel (ex. ability to do pivot tables)
- Hands on experience on any ERP (SAP is Mandatory)
5
Experience For Customer Financial Associate Resume
- Financial, technical, or administrative management experience required
- Demonstrates characteristics of high potential for future developmental opportunities
- Reporting of commentary and presenting price testing results at monthly supervisory review meeting
- Overseeing all costing changes made within her/his portfolio; take the lead on solving complex salary issues
- Overseeing all costing changes made within her/his portfolio; take the lead on solving complex salary and payroll issues and discrepancies
- Having regular interaction with and providing responses to internal and external auditors for both recurring as well as one-time audits
- Performing daily accounting functions for the fund including
- Critiquing/tracking of operating and construction budgets
- Creating budget reconciliation and forecasting reports, and using these reports to meet regularly with faculty to view their financial situations
6
Experience For Financial Associate, CCB Control & Oversight Resume
- Preparing reconciliations, processing journal entries, and issuing monthly financial reports
- Maintaining and updating the shared drive files that contain annual distribution sheets and related backup documentation
- Assembling IPV reporting packs for senior management
- Establishing a pro-active approach, actively seeking to identify valuation issues for investigation and resolution
- Researching Invoice inquiries, verifying if information has been entered into the AP system
- Performing all of the operational financial tasks, account analysis and monthly or ad hoc reporting needs for the Directors
7
Experience For Temporary Financial Associate Resume
- Parking Pass requests, and work closely with OFS & Cash Management to research unidentified or missing deposit transactions
- Reviewing PCard purchases and processing receipts
- Processing of all receivables including credit cards and cash/check deposits
- Researching discrepancies & rectifying vendor issues
- Ensuring the compliance with SOX controls and Accounting Standards
- Preparing daily bank reconciliations, performing research to resolve discrepancies related to cash, check, and credit card payments
- Participating in special projects and ad-hoc reporting requests as needed
- Understanding financial systems and accounting procedures
8
Experience For Project Financial Associate Resume
- Ensuring that all salary journals/cost transfers within her/his portfolio are planned out and executed by either her/himself or the GM
- Maintaining internal control and safeguards for receipt of revenue, costs, and program budgets and actual expenditures
- Coordinating any necessary audit activity
- Processing of reimbursements and corporate card payments in Concur
- Serving as Arboretum authority on Harvard policy and federal guidelines
- Preparing credit vouchers for tuition and other checks received
- Researching chargebacks and other payment issues
- Performing ad hoc analysis based on data from General Ledger and other sources
9
Experience For CIB F&BM Financial Associate Associate Resume
- Reconciling AR Customer accounts
- Invoicing Services related to Studies
- Understanding of the market and be able to implement procedures and react appropriately to market condition changes
- Booking invoices according to company procedures
- Contacting internal and external partners
- Providing statement research
10
Experience For Financial Associate Intelligent Solutions Resume
- Verifying all procedures and services occurred in OnCore
- Researching procedures and services are budgeted
- Liaising with Global Hiring Managers ensuring appropriate budget and process controls are met
- Maintaining invoice files
- Working knowledge of computer and multiple software platforms as well as proficiency in Microsoft Office applications such as Word, Excel, Outlook
- Learn/retain knowledge of core banking/loan origination/servicing systems. Document member interactions/develop procedures for tracking/assessment
- Assists in the month end close by gathering information from the stores, running reports and helping to complete unfinished transactions
- Execute hiring, payment, and payment tracking for student work, ranging from short-term projects to long-term facilitation for major events
List of Typical Skills For a Financial Associate Resume
1
Skills For Senior Financial Associate Resume
- Excellent written and oral communication, organizational and strong analytical skills are required
- Excellent interpersonal and verbal and written communications skills
- A positive customer service attitude and good communication skills are essential
- + A positive customer service attitude and good communication skills are essential
- + Strong written and oral communication skills required
- Effective analytic and communication skills with financial acumen and attention to detail
2
Skills For Financial Associate Analyst Resume
- Strong communication, sales, organizational, and customer service skills
- Strong organizational skills; attention to detail and accuracy
- Experience working in a healthcare setting to include experience with insurance billing/coding and/or departmental charging
- Strong Understanding of accounting and finance concepts. Hands on experience on finance systems (SAP, NetSuite etc..),
- Advanced Excel skills are an asset (e.g. PivotTables, data scrubbing techniques, logic formulas, macros)
- Basic math skills, including addition, subtraction, multiplication and division
3
Skills For Financial Associate Intern Resume
- Demonstrated experience in a customer service / client-facing role
- Prior experience with internet databases
- Customer service and communication skills, both oral and written
- Demonstrated ability to set priorities, problem-solve, multitask and work well independently
- Demonstrated detail orientation and consistent follow-through with a proven ability and judgment to take initiative
- Previous experience with Budgeting / Forecasting / Planning and Financial / Trend / Variance Analysis
- Serve as team lead providing guidance and training to less experienced staff members
4
Skills For Sptc Financial Associate Resume
- 0 - 24 months of experience in financial, budgeting or accounting
- BS/BA in finance or accounting and 3-5 years relevant experience in a business setting, or
- Demonstrated agility working with systems and reporting
- Experience in reporting reconciling items, different schedules for IC
- Knowledge of basic accounting principles and experience building reports from a database
- Private Equity experience in a Big 4 setting
- Strong understanding of Partner Allocations, Distribution Waterfalls, IRRs, etc
- Related experience in public accounting and/or private equity fund administration
5
Skills For Customer Financial Associate Resume
- Previous experience in a Hedge Fund, Asset Management, and/or Private Equity setting
- Independent validation of the value of our trading portfolios
- Are experienced in the Business Transformation (Business Process Optimization, Requirements Engineering) in commercial or public sector
- Experience in an accounting environment
- Or 18 mos. exp. or 18 mos. trg. in accounting &/or finance to include a basic level of experience in spreadsheet software
- Banking experiences
- ICD-10 coding experience
6
Skills For Financial Associate, CCB Control & Oversight Resume
- Prioritize and handle competing deadlines
- Strong private equity knowledge
- Related experience in public and/or private firm
- Computer proficiency with Excel and a strong knowledge of MS Office suite and current technologies
- Strong attention to detail, ability to multitask, and work towards deadlines
- Proven ability to work independently and collaboratively as part of a team
- Experience with or knowledge of DoD financial management, MIPR process, and / or DAI is highly desired and nice to have (not required)
- 18-36 month office and financial preparation experience
- Accounting or finance and office administration experience
7
Skills For Temporary Financial Associate Resume
- Demonstrated appreciation for the mission of the OFA in its support of the arts and arts in education
- Grants management or related experience required
- Good sense of discretion and ability to appropriately handle confidential information
- Entering and maintaining agent/executive expense reports in the accounting system
- Providing financial data to Program Managers for financial planning and decision making
- Preparing Inter Company Netting reports for processing Settlements
- Coordinating/tracking equipment management and inventories for sponsored compliance
8
Skills For Project Financial Associate Resume
- Contributing to and supporting a team environment
- Participating in special projects and ad hoc reporting requests as needed
- Understanding of AFM Topics concerning Profit Recovery Services team
- Receiving payments and applying cash to customer accounts
- Reconciling AR Bank account and posting necessary journal entries to tie the balances
- Setting Up Accounts Receivable in Facility Billing Systems
9
Skills For CIB F&BM Financial Associate Associate Resume
- Helping to train colleagues on GMAS and GMAS operations functions
- Assisting with the creation of client invoices and the collection of payments
- Coordinating the distribution of expense reports and other financial data to relevant agents and executives
- Supporting program coordinator in events such as Orientation, Admissions Interview Days, Workshops,etc
- Responding to sponsor requests
10
Skills For Financial Associate Intelligent Solutions Resume
- Submitting payroll changes for faculty and staff
- Recording IC billings and invoices
- Accounting of Forex gain/loss on Settlement transactions
- Processing of all JE sent from business with agreed time and with 100% Quality
- Coordinating with Collections team to obtain customer and invoice information
- Reporting AR Cash Apps status
List of Typical Responsibilities For a Financial Associate Resume
1
Responsibilities For Senior Financial Associate Resume
- Customer service orientation. Teamwork and a collegial approach to working with others across the University. Excellent written and verbal communication skills
- Good interpersonal skill, attention to details and strong sense of responsibility
- Strong interpersonal, analytical and communication skills required
- Strong analytic and technical skills desired
- Grants management or related experience required. Advanced Excel Skills Required
- Excellent communication skills with the ability to work independently
- Prior experience working in a client facing environment
2
Responsibilities For Financial Associate Analyst Resume
- Experience: 3 years experience in Finance, preferably in a healthcare setting
- Prior experience in Research Administration
- Communication skills in a geographically-distributed and fast-paced environment
- Self-starter with problem solver skills
- Finance related experience; in healthcare, strongly desired
- Advanced general computer skills and ability to learn multiple systems
- Experience in sponsored accounts strongly desired
3
Responsibilities For Financial Associate Intern Resume
- Financial or accounting experience in creating and monitoring budgets
- Experience in utilizing systems and working with spreadsheets
- 0-24 months financial, budgeting or accounting experience
- Experience in an accounting/bookkeeping field
- Financial or accounting experience to include analysis and auditing
4
Responsibilities For Sptc Financial Associate Resume
- Experience in writing standard operating procedures for internal processes
- 12-24 months financial, budgeting, or accounting experience
- Independently process financial transactions, including vendor setups, reimbursement, corporate card payments, cross-validation requests and check deposits
- Strong working proficiency with MS Office
- Work on Consolidation & Manual Invoicing
- Finance, accounting, or administrative experience
- BCom/MCom 4 to 6 years of experience Accounting and Reconciliations
- One year Accounts Receivable, Accounts Payable, or General Accounting experience
- Relevant experience in a university technology licensing office
5
Responsibilities For Customer Financial Associate Resume
- Experience using Oracle is helpful
- Accounting and/or Finance experience
- Experience in financial servicing
- Listen to client cues and review accounts to engage in a dialogue to identify additional needs and present effective help and guidance solutions
- Demonstrate flexibility and work collaboratively with other team members to deliver high quality service and meet client expectations
- Work experience, preferably in financial services, operations, or client support is desired
- Cash Discount Allocation, Validation, Checks
- Support the income statement and cash flow consolidation of the annual budget, quarterly reforecasts and monthly close
- Experience in Balance sheet reconciliation, Month end closure etc
6
Responsibilities For Financial Associate, CCB Control & Oversight Resume
- Good user of Microsoft excel suit and knowledge of macro development would be considered highly
- Team player that can work easily within a team and good with project type assignments
- Results-driven, demonstrated enthusiasm to learn and quickly built up competence to take ownership
- Securities industry experience
- Good communication and customer service attitude
- Good team work and open minded
- Fresher or 1+ years of work experience.(preferably in Accounts Payable environment)
7
Responsibilities For Temporary Financial Associate Resume
- Accounts Receivable experience and knowledge (required)
- Related experience in public or private firm
- Grants management or related experience required
- Extensive customer service experience
- Medical clinic and oncology experience
- Three years financial and/or administrative experience is required
- Sponsored Research and/or financial experience
- Experience with Oracle finance, Excel and Word
8
Responsibilities For Project Financial Associate Resume
- Finance and Accounts Experience
- Well versed with soft skill : PPT’s, MS Word, MS Excel
- Experience in accountancy or finance
- Valuation Control or Risk experience within structured product line commensurate with the title
- Finance related experience
9
Responsibilities For CIB F&BM Financial Associate Associate Resume
- Attention to detail and strong focus on internal control
- 6+ months experience in customer service, financial or office environment
- Oversees and assists with department transactions for accuracy and completeness prior to approval
- Medical/Dental/Vision: We offer a variety of excellent medical plans, dental & vision plans, all coverage begins as of your start date
- Experience in utilizing accounting systems and working with spreadsheets
- Demonstrated ability to work in a collaborative environment to achieve agreed-upon objectives
- Perform ROI analysis on all account promotional and other trade spend programs to ensure effectiveness of spend
10
Responsibilities For Financial Associate Intelligent Solutions Resume
- +2 years of experiences in related areas
- Work experience
- Managing headcount and hiring relating processes for Global Trading Operations
- Scheduling and managing client reviews using contact management system and Microsoft Outlook
- Supporting the production of local annual accounts
- Performing cross regional back up in the Nordic team
- Tracking auto industry and used car value trends
- Processing AP and AR for multiple entities
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