Financial Director Resume Sample
Alayna Russel
9740 Farrell Fall,
San Francisco,
CA
+1 (555) 453 3151
Work Experience
Financial Director
12/2016
-
PRESENT
Houston, TX
- Provides oversight and ownership for interpreting complex accounting issues, including developing conclusions, and preparing documentation to support positions; while ensuring transparency and collaboration with all stakeholders. This responsibility necessitates strong technical accounting knowledge and ability
- Leads development and effective execution of a framework to effectively roll-out new accounting standards or changes to standards in an efficient, effective and collaborative approach, including resolution of difficult or complex issues that arise
- Monitors activities of the FASB, SEC and regulatory authorities and develop effective processes to ensure proactive communication, awareness and training to/of key stakeholders of items that impact the company
- Provide oversight to assure that processes in all areas of responsibility are adequately and effectively controlled and effective change management is in place; identifies measures and reports on meaningful process metrics to evaluate effectiveness of the team and inform process enhancement initiatives
- Owns the team’s talent-related practices including hiring, performance management, coaching, training and development, personnel changes and other related items
- Drives meaningful process changes and/or improvements to increase efficiency, to maintain credibility, and to continue to meet needs in an ever-changing business and regulatory environment, including effective communication of complex technical accounting guidance in a clear, concise and understandable manner
- Promotes an environment of partnering including open communication and transparency with internal customers
- In consultation with branch leadership, association leadership and volunteer leadership, develops short term and long range goals for all fundraising campaigns, annual and capital. Writes financial development plan to meet the goals
Financial Development Director
02/2012
-
08/2016
Philadelphia, PA
- Place fundraising strategically as part of a branch master strategic plan
- In partnership with the Executive Directors, develop and execute a comprehensive fund raising plan to advance the branch’s development program currently raising $250,000 annually with elements that include year over year growth through donor prospecting, cultivation and stewardship
- Create and implement thoughtful and streamlined administrative systems to maximize efficiency of YMCA’s development and finance operations
- Effectively utilize the Association’s Financial Development software to accurately record gifts and pledges, build complete and accurate donor histories, cultivate donors and prospective donors, and provide reports
- Directs and coordinates the West Cook YMCA’s annual campaign, capital development, and Investment programs
- Be a good steward of the YMCA’s assets to ensure financial stabilityApply by EmailJCondon@cfymca.org
- Tracks in WCY’s database all gifts and pledges by source and purpose and provides reports as needed
- Works with the WCY Communications and Marketing staff to ensure that the necessary annual communication plans are prepared and activated in order to insure members, participants, and the community understand the case for support. As well as oversees that the West Cook YMCA’s annual meeting, annual reports, newsletters, brochures and reports as related to financial development
Director, Financial Crisis Management
05/2005
-
01/2012
Philadelphia, PA
- Conceives and directs the execution of the Treasure Valley Family YMCA’s comprehensive strategy to generate financial contributions
- Manages a team at one or more sites to complete assigned deliverables; works to develop employees’ skills, evaluates performance, provides feedback, and oversees resolution of employee relations issues
- Provide useful information regarding Arlington-Mansfield Area YMCA’s impact in the community
- Contribute to the formation and execution of the Company’s strategy and business plan by providing insight into the financial performance of the sales team
- Develop a great understanding of the Company’s business
- Responsible for managing, recruiting, and training of staff and volunteers in all phases of Financial Development ; developing and executing vision, policies, and procedures for the department
- Responsible for being staff liaison to the Financial Development Committee, recruiting members, developing agenda, etc
- Responsible for planning, managing and the implementation of Capital Development and other special development initiatives while working with Board Leadership
- Responsible for planning, managing and the implementation of the Heritage Club planned giving program and other special development activities while working with Board Leadership
Education
California Miramar University
1999 - 2004
Bachelor's Degree in Finance
Professional Skills
- Excellent interpersonal skills to develop fruitful, sustainable relationships with members, volunteers, and staff
- Strong computer skills in all Microsoft applications (Word, Excel, PowerPoint, Outlook email)
- Mandarin/Cantonese reading and writing skills
- Spanish reading and writing skills
- Works well under pressure and possess effective time management skills
- Banking and/ or mortgage financial experience
- Experience driving change, providing leadership and implementing strategic financial decisions
How to write Financial Director Resume
Financial Director role is responsible for leadership, finance, organization, training, credit, database, procurement, recruiting, auditing, security.
To write great resume for financial director job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Director Resume
The section contact information is important in your financial director 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 Director Resume
The section work experience is an essential part of your financial director 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 director 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 director position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Director resume experience can include:
- Related financial management experience including strategic and business planning, accounting and financial analysis
- Strong understanding of general accounting, Emerson financial modeling
- Communicates regularly with campaign leadership and Board of Directors ensuring strong information flow between the groups
- Audit – ensure the liaison with external and internal audit operates satisfactorily
- Identify, suggest, monitor, and track effective medical cost analysis through coordination with medical directors, network management, underwriting, etc
- Managing the business' financial reporting systems and polices, amending current practices where appropriate to ensure accuracy in reporting
Education on a Financial Director Resume
Make sure to make education a priority on your financial director resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial director 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 Director Resume
When listing skills on your financial director 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 director skills:
- Self-starting multi-tasker, with strong organization skills. Strong analytical/quantitative skills. Strong customer service and presentation skills
- Strong presentation skills; Ability to communicate effectively with senior management
- Possess excellent leadership and organizational skills; capable of developing and executing fundraising strategies
- Strong leadership, business development, recruitment, training, and mentoring skills
- Clearly and effectively expresses ideas both verbally and in writing
- Success factors: analytical, quantitatively oriented, synthesize and communicate, organized, problem solver, handle deadlines, technical accounting skills
List of Typical Experience For a Financial Director Resume
1
Experience For Financial Development Director Resume
- Strong management skills to build and develop organization
- Direct all efforts to manage and direct an effective financial development program
- Interacting with field finance leaders
- Owning key relationships with service providers and 3rd party bodies (Tax, Accounting, Audit & Regulatory)
- Developing the annual business plan for Shareholder approval
- Responsible for planning, managing, and the implementation of the Annual Campaign and other special development initiatives while working with Board Leadership
2
Experience For Director of Financial Development Resume
- Serves as major gifts officer for the Development Office and maintains an active list of donor prospects for his/her personal cultivation, solicitation and stewardship
- Coordinates major gifts solicitations and ensures that he/she, the CEO, and Board Leadership maintain an active list of donor prospects for their personal cultivation, solicitation and stewardship
- Direct the fund-raising activities of volunteers to assure the most effective methods of soliciting and receiving large gifts
- Assist with branch board development efforts, identifying, cultivating and submitting board candidates
- Oversee the accounting operations including the design of an organizational structure adequate for achieving the department’s goals and objectives
- Works closely with the Marketing Department to sets strategy for the marketing, communication and development messages for all Development Office initiatives
- Sets strategy for all campaign efforts including: case for giving, donor cultivation, donor recognition, volunteer recruitment, volunteer engagement
- Find, retain and develop high performing finance talent. Partner NA Finance leaders in developing a dynamic talent pool, ready to transfer to business
- Develop a deep understanding of the business, including its risks, opportunities and competitive environment
3
Experience For Director, Financial Crisis Management Resume
- Drives monthly and quarterly financial reporting for Agency group, including quarterly Executive reviews
- Sets strategy for the planning of all annual recognition events for financial development
- Serves as the primary staff liaison to the Fundraising Task Force, Events Committee and any other groups, as assigned
- Coordinate campaign efforts across all Region II YMCA branches, ensuring collaboration and efficiencies where possible
- Maintain relationships with 24 Childress Klein Branch Board members, identifying opportunities to engage their talents and relationships in the campaign
- Manage the AOP(Annual Operation Plan) and budgeting process for the field
- Contribute to the co-ordination and management of the accounting function
- Manage maintenance contracts ensuring correct revenue and cost deferrals and contract renewals are processed on their anniversary date
4
Experience For Agency Financial Director Resume
- Provide financial analyses as needed, in particular for capital investments, pricing decisions and contract negotiations
- Preparation and timeous submission of the annual budget for Regional approval, conforming to defined budget guidelines and principles
- Preparation and timeous submission of the region’s annual budget for Head Office approval, conforming to defined budget guidelines and principles
- Willingness and ability to travel, including internationally
- Manage company accounting and administrative practices, in conformance with legislation and IFRS
- Liaison between Agency Operations and Corporate Finance and Accounting groups
- Coordinates visits with major donors, prospects and friends of the Y
- Responsible for all data management of the Development Office
- Sets strategy for the recognition program for all donors in consultation with the CEO and the Board Leadership
5
Experience For Director, Financial Risk Management Resume
- Coordinates major gifts solicitations and ensures that the CEO and the Board leadership have appropriate strategies and collateral in place for solicitations
- Ensures that specific branch campaigns are in alignment with overall association strategies and that communication between branch efforts and association efforts are well coordinated
- Foundation and Grant writing expertise to assist and coordinate all grants
- Creates an Annual Campaign strategy for the Y in collaboration with executive and volunteer leadership
- Recruits volunteer leadership for overall Annual Campaign and develops an effective, comprehensive annual campaign program. Works closely with Executive leadership
6
Experience For Executive Director of Financial Development Resume
- Works with Branch Executive Directors to identify, recruit, and train branch volunteers in gift solicitation
- Establishes systems for timely and appropriate acknowledgements of donations
- Staffs and manages special events, projects and committees
- Recruits, hires, trains, directs and develops Financial Development staff and volunteers. Reviews and evaluates performance. Develops strategies to motivate staff and volunteers to achieve goals
- Serves as primary staff to the Financial Development Committee of the Board of Directors
- Develops and monitors the Financial Development Department budget
- Works with CEO on capital development plans and campaign
- Develops organizational goals and strategic plans for major gifts fundraising, balancing long-term direction and short-term requirements. Develops systems and manages resources, including the financial development budget, needed to carry out the fundraising plans. Develops appropriate fundraising policies and procedures for the association
7
Experience For Regional Financial Director Resume
- Develops processes and is actively involved in identifying, cultivating, and soliciting major gift prospects. Maintains database resource file in reference to top community leaders
- Directs and coordinates association capital development, Chairman’s Round Table annual campaign, grants and endowment programs
- Researches, prepares, coordinates and submits all proposals for grants from government sources and private foundations
- Actively engages the volunteer board in challenging conversations and decision making to advance the Y's impact. Develops strategies to increase volunteer involvement at all levels of financial development
- Provides training in fundraising to the volunteer board. Educates, motivates and provides feedback to individuals related to best practices in major gifts fundraising process
- Creates and implements effective communication strategies with compelling messages that inspire others to accomplish the mission and cause with maximum impact. Develops communication plans to ensure members, participants, and the community understand the case for support
- Represents the YMCA of Greater Whittier in the community, as needed
- Develop and implement a cause-driven, results-oriented case that aligns with association priorities, and effectively communicate the case to all members, donors and prospects
8
Experience For Director, Financial Due Diligence Resume
- Develop an Annual Campaign Action Plan, and work directly through Branch Exec and Senior Leadership Team to implement at the branch
- Work with the Exec ad Branch Board Chair to identify and recruit campaign leadership and high level volunteers for special event and major gift solicitation teams. Create job descriptions to set expectations and hold volunteers accountable
- Responsible for leading multiple board committees and volunteer structures that assist in fund-raising and cultivation. Set meetings, create agendas, and provide timely communication of action steps
- Fully responsible for the creation and facilitation of campaign trainings and producing realistic action plans for staff and volunteers
- Research and identify prospect history for donors, compile data for face-to-face fundraising efforts and track results
- Manage campaign data base in Raiser’s Edge and produce donor reports as needed
9
Experience For Senior Director, Financial Inclusion Resume
- Responsible for confidential and sensitive donor and prospect information (income levels, giving histories, net worth, etc.), ensuring all information is stored securely and shared appropriately
- Responsible for reconciling the collection of all campaign pledges and achieving budgeted annual contribution revenues
- Responsible for developing retention and growth strategies to increase annual campaign donors and sponsors
- Schedule fundraising and cultivation meetings and make face-to-face asks
- Develop and implement a comprehensive donor acknowledgement and cultivation calendar, ensuring all donors are thanked multiple times annually, in meaningful ways
- Assist in the development of all marketing campaign materials to be used in the annual campaign in concert with the YMCA of Greater Charlotte Association office
10
Experience For Assistant Financial Director Resume
- Work collaboratively with the Region II Financial Development team to secure sponsorship for Corporate Cup 5K & Half Marathon, Golfing for Good Tournament and A Night Out for Johnston Gala and help organize campaign kick offs, celebrations, donor stewardship / cultivation events, etc
- Responsible for gross revenues, expense management, and net proceeds for the Golfing For Good Tournament, securing all vendors and contractors to meet sponsorship benefits and ensure a quality day-of experience
- Participate in Association and / or branch task teams as assigned
- Serve as Manager-On-Duty (MOD) at the branch when assigned
- Contribute to business unit strategy formulation and the setting of strategic direction of the organisational unit and take ownership of the strategic execution within area of responsibility
- Monitor, analyze and provide insight into the local markets financial performance on both a reported and date of service basis
List of Typical Skills For a Financial Director Resume
1
Skills For Financial Development Director Resume
- Utilizes strategic mindset, innovative ethical behavior, and highly effective people management skills
- Excellent business communication, supervisory, organizational, and analytical skills
- Excellent presentation, Powerpoint, Excel and Word skills are an asset
- Strong leadership skills to include ability to develop and advocate for teams
- Proven experience in cultivating and soliciting leadership level gifts
- Effectively present information and respond to questions from groups of managers, peers, volunteers, customers and the general public
- Proven, effective executive level communication and facilitation
- Strong money movement experience inside USAA or externally
2
Skills For Director of Financial Development Resume
- Proven, effective executive level communications and facilitation
- Extensive senior technical account experience and demonstrable business experience in a commercial and fairly sizeable organisation
- Self starter with drive, motivation and proven history of reaching/exceeding fundraising goals
- Financial management experience including strategic and business planning, accounting and financial analysis
- Extensive experience in dealing with auditors and Boards of Directors, managing multiple stakeholders
- Previous experience in either working for or interacting with CIBC’s primary regulators would be an asset
- Experience in grant writing and reporting
- Experience with conducting simulations/table top exercises would be an asset
3
Skills For Director, Financial Crisis Management Resume
- 3 – 5 years experience in fundraising, special events, and the management/recruitment of volunteers
- Demonstrates sound judgment in making decisions
- Full ACA/CIMA/ACCA/CA accountant qualification with a proven track record of operating at Director level across multiple international countries
- Proven success as a financial director
- Qualified chartered accountant with substantial PQE experience
- Experience as an in the field of bidding, estimating, and/or contract negotiations in the commercial construction field
- BS/BA or equivalent, with five or more years fundraising experience in annual giving campaigns and special events
4
Skills For Agency Financial Director Resume
- Experience with business expansions and be able to work in a matrix environment
- Fluent in English, excellent command of at least 2 other languages
- Senior finance and accounting professional possessing 10-15 years of related experience
- Experience in leading special events
- Strong knowledge of practices and procedures within a larger design firm or related industry
- Experience in the financial management of a large business unit
- Experience with document management systems would be an asset
- Has global or multi-national experience, especially in CEMEA
- Has global or multi-national experience, especially in Asia Pacific
5
Skills For Director, Financial Risk Management Resume
- Demonstrates confidence in face-to-face solicitation
- Experience in a Listed Entity
- 5 – 7 years of experience in related field
- Experience in Financial Analysis, Valuations, Controllership or similar roles
- Experience in Healthcare Actuarial or Financial functions
- Strong ability to conduct and summarize financial and variance analyses
- Process ownership/Operational Excellence business experience
- Experience with robotic process automation
6
Skills For Executive Director of Financial Development Resume
- Experience in expense management
- Experience in Life Company and Investment Management Company
- UK and international tax experience
- Develop and maintain strong client relationships with private equity, investment bankers, CEOs and CFOs
- Working knowledge of money movement
7
Skills For Regional Financial Director Resume
- Working closely with the Marketing Department, coordinates financial development activities, sends correspondence, and communicates with the Board of Directors
- Oversee the monthly management accounting process as well as ensuring strict reporting deadlines are met and in line with stringent controls
- Sets vision for the Comprehensive Campaign working closely with CEO and Board leadership including meeting management and volunteer engagement
- Expert on US GAAP/ UK GAAP / UK Regulatory and other requirements relating to financial reporting and control
- Contribute to the design and implementation of the RRP by keeping abreast of CIBC strategic initiatives and ongoing global and national regulatory initiatives
- Assist Business Units in the implementation of the RRP testing/the RRP testing framework
- In-depth understanding of IFRS, capital and tax reporting issues
8
Skills For Director, Financial Due Diligence Resume
- Exercise sound judgement with the handling and managing of confidential information
- Track record of building & developing relationships at FD/CEO/Board Level
- Great understanding of the needs of an organisation investing in private sector companies along with international development goals
- Contribute to the development of materials/documentation for testing the Recovery Plan and provide support where necessary for specific portfolios
- Ensure that governance and supporting processes are successfully implemented
- Participate in research and analysis of evolving industry best practices in RRP
- Identify emerging product/market trend vulnerabilities and opportunities through analysis
9
Skills For Senior Director, Financial Inclusion Resume
- Support business unit competitive intelligence analysis and benchmarking
- Collaborate with Community Development Banking to enhance MVA’s financial capability goals
- Lead period-end close and financial reporting processes in compliance with SOX internal control framework
- Fundamental understanding of an ERP system
- Analyzes operational issues impacting the organization and determines their financial impact
- Lead and motivate cross-functional team members in planning and implementation
- Works with Marketing/Communications Department to ensure members, participants and the community understand the case for support
- Work with Medical Economics in understanding trend drivers, mitigate trend variances and build plans to meet Scoreable Action Item targets
10
Skills For Assistant Financial Director Resume
- Participate in rate review discussions with Actuarial and monthly renewal reviews with Underwriting and Account Management
- Large company exposure.Search Jobs US
- Financial Planning & Analysis-- Lead monthly reporting/analytics function for region leadership, Work closely with key business leaders to manage forecasting & budgeting processes, partners with practices and management in execution of initiatives to improve the financial performance of practices within the region
- Key Performance Indicators-- Develop methodologies and approaches to ensure key internal performance indicators are incorporated and monitored as the lead for decision support tool development
- Capital Expenditures-- Supports capital expenditure process including new project analysis and ongoing forecasting of regional capital spend
- Financial Management and Oversight--Conducts timely, thorough analysis of practices financial results, including focus on such indicators as discounts, expense analysis/control and related impact and receivables aging. Responsible for approval of practice operating expense spend, financial statement account reconciliations, and internal controls
- Business Development-- Supports specific development activities including local/regional product line analysis, projections relating to additional physician recruitment, and on-going acquisitions
- Team Leading-- Supervision/coaching of practice controllers
- MS Office--Excel, Word, PowerPoint
List of Typical Responsibilities For a Financial Director Resume
1
Responsibilities For Financial Development Director Resume
- Operate and develop development budget
- Monitoring of localbanking relationships and financing arrangements including LC discounting
- Serves as the museums primary procurement officer, directing and overseeing the procurement program and works in establishing internal policies and procedures
- Conducts and oversees internal audits for the purpose of reviewing programs and projects in support of museum operations, ensuring they are financially sound
- Works in conjunction with Executive Assistant to lend support preparing and coordinating proposals for grants from government sources and private foundations
- Support the CEO in engaging the board in conversations and decision making to advance the Y's impact the communities we serve
- Execute all of Bombardier’s trading of financial products
- Broad and comprehensive knowledge of the principles and theories of finance, accounting and/or other related business fields and disciplines
- Establishes budget and financial operating policies and procedures
2
Responsibilities For Director of Financial Development Resume
- Maintains, reviews and revises the fundraising database, records, files, correspondence, etc
- Communication and cause-driven messaging to board, volunteers, donors and staff
- Provide oversight for Sabre’s Sarbanes Oxley program management
- Team with partners and directors on proposals and business development activities
- Assess performance of senior associates and associates for engagement and year-end reviews
- Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 companies and private equity investors with a focus on private equity deals
- Eight years of experience in one of the following with a Top Ten public accounting firm: accounting, advisory, financial audit, or transaction experience along with five years of experience working for or with private equity clients
- Investigates high value domestic and international players of the Company to determine whether there is reliable information indicating that such customer’s source of funds is obtained by legitimate means or from legitimate sources
3
Responsibilities For Director, Financial Crisis Management Resume
- Directs the SAR meetings, reviews the Analysts’ minutes and submissions of the SAR narratives
- Lead the development of Visa’s FI strategy and programs in Southeast Asia to deliver franchise value to Visa by expanding access to the underserved emerging middle class
- Working collaboratively with the regional cross functional team and regional management, align and build support for the SEA’s FI strategy and investments for financial inclusion (commercial, philanthropic, long term, innovation)
- Coordinate the implementation of Visa’s FI corporate initiatives in SEA, including commercial and philanthropic programs that support Visa’s overall FI strategic direction. Provide oversight, report and communicate progress to internal and external audiences (as appropriate)
- Chair of Company’s Disclosure Committee related to all financial filings with the SEC
- Execute Bombardier’s investment management program
- Oversee the concentration of Bombardier’s cash into two cash pools, in Europe and in North America
4
Responsibilities For Agency Financial Director Resume
- Serves as an integral member of the Region’s management and leadership team
- Travel to Gensler corporate and regional offices on an as needed basis (up to 10%)
- Proficient with Microsoft Office and functionalities of corporate financial systems
- Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 companies and private equity investors with a focus on real estate deals
- Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 companies and private equity investors in the technology, media, and telecom industry sector
- Oversees the development, justification, execution and control of NMAH’s Federal and Trust budgets
- Lead the development of Visa's FI strategy and programs in Southeast Asia to deliver franchise value to Visa by expanding access to the underserved emerging middle class
- Working collaboratively with the regional cross functional team and regional management, align and build support for the SEA's FI strategy and investments for financial inclusion (commercial, philanthropic, long term, innovation)
- Coordinate the implementation of Visa's FI corporate initiatives in SEA, including commercial and philanthropic programs that support Visa's overall FI strategic direction. Provide oversight, report and communicate progress to internal and external audiences (as appropriate)
5
Responsibilities For Director, Financial Risk Management Resume
- Managing the day to day financial management of BP activity in Ghana including costs, working capital, cash management and monitoring of open credit/escrow scheme and payments
- Overseeing daily exposure, P&L and key performance metrics to ensure mark risks are properly managed with all relevant transactions (physical and paper) are accurately presented in daily management information
- Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 companies and private equity investors with a focus on financial services deals, specifically with regard to real estate
- Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 companies and private equity investors with a focus on media deals
- Running the planning program for North America
- Lead a team of 5-6 analysts
- Support the current 2 directors
6
Responsibilities For Executive Director of Financial Development Resume
- Provide decision support and analytics to to CFO
- Analyze results of operations
- Review and Explain key drivers of significant variances to plan and forecast future results
- Develop the annual profit plan in conjunction with the senior management team
- Develop Accurate cost forecasts
7
Responsibilities For Regional Financial Director Resume
- Successfully manage a number of finance managers and analysts
- Train and manage staff members to help them achieve goals set by the director
- Manage Monthly/Quarterly business review processes
- Analytics and financial decision support
- Deploy Finance best practices across USFS operations
- Perform analytical special projects as required
- Represent Risk Management in initiatives relating to US statutory income and capital management and reporting, tax management and reporting as well as IFRS at a consolidated level
8
Responsibilities For Director, Financial Due Diligence Resume
- Understand the key issues, risks and sensitivities for these reporting basis. Understand the reporting requirements as well as our internal policies to ensure that our financial and management reporting is accurate
- Provide leadership and oversight for collaboration efforts across functional areas and with Group Risk. Build a thorough understand of the processes that lead to consolidated results and any weakness – build a partnership with the first line to provide and get real time feedback during the financial close period
- Work with Marketing Director to develop marketing and promotional resources for the Y as it relates to financial development
- Develops organizational goals and strategic plans for fundraising, balancing long-term direction and short-term requirements in conjunction with the CEO
- Develops systems and manages resources, including the financial development budget, needed to carry out the fundraising plans
- Ensures the established fundraising policies and procedures for the association are being met
9
Responsibilities For Senior Director, Financial Inclusion Resume
- Study data to determine predictable trends and emerging issues
- Work with other members of the financial risk team to ensure that there is understanding of consolidated reporting issues and how these might impact ALM or product decision making
- Serve as a subject matter expert on reporting issues throughout the risk team
- Assure own professional growth through reading, study and conference attendance
- Give presentations to community groups about YMCA programs and fundraising opportunities
- Partner with the DA management team, to optimize financial performance across all facets of the business
- Contribute to the analysis and preparation of several financial reports and ensure the distribution and presentation of this information at the relevant forums
10
Responsibilities For Assistant Financial Director Resume
- Act as a people manager for more junior employees in the Finance team
- Maintain ‘Trusted Advisor’ relationship and access at key decision maker level for assigned clients
- Where leadership responsibilities are assigned, lead the client management sector team to achieve team’s business objectives and ensure ongoing development of all team members
- Support CFO in advising Executive and the Board on the financial position and performance of the Company and of actions needed (or to be avoided) to protect and enhance this
- Statutory and Regulatory Reporting – Lead process to prepare Annual Report and Accounts and Solvency II Returns for Unum and its affiliated companies. Provide technical expertise and leadership on UK accounting matters and the impact of changing regulations
- Reinsurance Accounting– Lead our reinsurance accounting activities to ensure that these meet treaty obligations
- Tax –Oversee corporate tax, VAT and IPT affairs of Unum and provide for tax planning and compliance for Unum’s various affiliates
- Financial processes & systems– Lead the development of best practice, integrated financial processes supported by relevant systems
- Comply with Unum’s Code of Conduct and other Company Policies and Procedures as appropriate to the role and drive the behaviours of others
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