Financial Management Group Resume Sample
Dianna Breitenberg
4974 MacGyver Mills,
Boston,
MA
+1 (555) 406 0836
Work Experience
Executive Assistant Financial Management Group
04/2016
-
PRESENT
Philadelphia, PA
- Macquarie Capital (investment banking arm)
- Macquarie Asset Management
- Corporate and Asset Finance
- Engaging with project managers and business subject matter experts to gather requirements
- Acquiring an understanding of current state processes and business context
- Facilitating and driving workshops to gather, feedback and review business requirements
- Identify user stories and translate them into technical requirements as required
- Documenting of target business process and business readiness task list
- Supporting the business through execution of business acceptance/user acceptance test cases
Financial Management Group
09/2011
-
01/2016
Houston, TX
- Managing, reviewing and analyzing testing issues and identifying options and recommendations
- Proving accurate and timely updates to the project manager and work stream leads
- Preparation and analysis of basic daily profit and loss reports
- Communicate with other internal departments where appropriate, in particular Front Office, Operations, Settlements, Financial Control, Regulatory Reporting, Corporate Reporting and Taxation
- Financial accounting, including month end general ledger close activities
- Ensuring timely delivery of quality of work to all stakeholders including clients
- Preparation of all regulatory reports including FOCUS report, 15c3-1, 15c3-3, Federal Reserve TIC reports and 17h filings
Executive Assistant Financial Management Group
06/2006
-
06/2011
Houston, TX
- Preparation and filing of daily segregation reports for FCM
- Daily monitoring of regulatory capital usage by each business unit in the Broker Dealer to ensure there are no regulatory capital breaches
- Daily SBL deficit reporting
- Assisting in FINRA examinations and responding to queries from regulatory bodies with respect to the Broker Dealer
- Review work submitted by GFS team
- Preparation of financial statements and board reports under International Financial Reporting Standards (IFRS)
- Manage audit requirements and respond and conclude audit queries with the right level of escalation
- Assist Tax Reporting by providing legal entity performance drivers and fluctuations analysis for the preparation of tax returns and regular payments
- Postgraduate experience including experience in managing people
Education
University of Phoenix - Franklin Learning Center
2001 - 2005
Bachelor's Degree in Business
Professional Skills
- Post qualification experience with a strong focus on the technical / specialist skills
- Relevant post qualification experience with a strong focus on the technical / specialist skills mentioned above
- Good relationship building skills, capable of working effectively in cross-functional and cross-border teams
- Strong cross-function communication skills
- Strong communication, organizational, and research skills
- Strong documentation skills with the ability to develop complete, accurate and unambiguous documentation of business processes
- Demonstrated stakeholder engagement and management skills
How to write Financial Management Group Resume
Financial Management Group role is responsible for events, travel, design, reporting, equities, trading, finance, automation, reconciliations, accounting.
To write great resume for financial management group job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Management Group Resume
The section contact information is important in your financial management group 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 Management Group Resume
The section work experience is an essential part of your financial management group 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 management group 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 management group position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Management Group resume experience can include:
- Strong client service skills, and control/risk awareness
- Strong experience from within a large banking institution, working in a similar role, currently operating at a Manager level within a Tax Reporting function
- Strong background in Financial Accounting and Reporting Services (essential), inclusive of public accounting firm experience
- A strong background in financial accounting and reporting services is essential, inclusive of public accounting firm experience
- An understanding of key testing principles and proven testing experience on data-focussed projects
- Post-graduate experience including people management experience
Education on a Financial Management Group Resume
Make sure to make education a priority on your financial management group resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial management group 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 Management Group Resume
When listing skills on your financial management group 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 management group skills:
- Very strong MS Office Skills, including excellent knowledge of Excel. Knowledge of VBA desirable
- Prior experience in Consolidation / Group Reporting / Financial Statement Preparation & IFRS exposure is an added advantage
- Strong numerical and abstract reasoning skills
- Eager to learn and consolidate your skills
- Strong communication, , , organizational, and research skills
- Eager to learn and consolidate skills
List of Typical Experience For a Financial Management Group Resume
1
Experience For Junior Executive Assistant Financial Management Group Resume
- Anticipate and identify potential problems and demonstrate a proven track record in solving complex problems
- Effectively communicate and escalate up the chain when required
- Effectively communicate and escalate when required
- Executing detailed data-testing, validating results against documented requirements
- Post-graduate experience
- Train and develop new starters; lead and manage the team; conduct effective appraisals
- Review and validation of P&L on significant events
- Or more professional experience
- Prepare tax provision, effective tax rate calculations, taxable income and deferred tax computations for complex transactions
2
Experience For Executive Assistant Financial Management Group Resume
- Knowledge and experience of financial products and interest in financial markets is an advantage
- Documenting key accounting judgments on new transactions and on changes to accounting and regulatory environment
- Working with external advisors on transactions and obtaining local (non-US) tax advice related to the Americas ex-Canada
- Assisting with responding to revenue authority queries in audit and review situations
- Communicating with and completion of ad-hoc requests from Front Office, FMG and other support groups
- Communicating with and completion of ad-hoc requests from FMG and other support groups
- Creating and updating business requirements for new and refined requirements
3
Experience For Transaction Taxes, Financial Management Group Resume
- Documenting and owning business acceptance test cases
- Identifying and investigating unexpected behaviours / patterns in input & output data
- Working closely with the technical analysts to ensure business and functional requirements are correctly translated into technical specifications
- Documenting target business process and business readiness task list
- Coordinate the collection and reporting of business results as part of the US Management Committee reporting process
- Work with the larger regulatory reporting stream to support Macquarie’s regulatory reporting obligations in the region
- Work within the larger regulatory reporting stream to support Macquarie’s regulatory reporting obligations globally
- Full service project management - leading and engaging in all project lifecycle phases
4
Experience For Financial Management Group Resume
- Work with IT in developing and implementing appropriate technical solution
- Previous exposure to banking operations, with exposure to regulatory reporting desirable
- Previous exposure to Banking Operations; exposure to Regulatory Reporting is desirable
- Strategic mindset to manage the constantly evolving work landscape and the role of the team in supporting the business
- Respond to ad-hoc requests and contributing to projects
- Ensure compliance with Legal entity control and reporting
5
Experience For Junior Executive Assistant Financial Management Group Resume
- Prepare provision of tax, regulatory and financial reporting information as required for Macquarie Group purposes
- Previous exposure to regulatory reporting for US regulated entities
- Assist with responding to revenue authority queries where required in audit and review situations
- Support business in providing advisory support to senior management
- Liaise with the business areas and Tax Reporting and Finance teams in relation to various transactions and central tax issues that arise on a day to day basis
6
Experience For Executive Assistant Financial Management Group Resume
- Contribute to the month end general ledger close and associated reporting and commentary
- Review Reserves and the independent Price Testing process
- Develop key program artefacts, reporting and communications plans
- Manage cross functional relationships (including at the executive level) across the group
- Assist with process improvement initiatives utilising lead, six sigma methodologies
- O Regular reporting to stakeholders in London and New York Balance Sheet Management teams
- Tenacity and Problem solving
7
Experience For Transaction Taxes, Financial Management Group Resume
- Displays flexibility, tenacity and has the ability to maintain enthusiasm on long-running or difficult process re-design initiatives
- Build working relationships across all levels
- New business support & oversight, including new deal write-ups and analysis of finance impacts of new products
- Provision of specific monthly business unit level reporting
- Provision of tax, regulatory and financial reporting information as required for Macquarie Group purposes
- Aspire to be part of a high performing global team
- Leverage existing systems/templates where available to avoid duplication
- Be willing and flexible to work across different time zones to support clients
- Comfortable working in a fast pace, daily deliverable focused environment
8
Experience For Financial Management Group Resume
- Interested in building connections with teams across businesses and across the globe
- Regulatory reporting exposure is an added advantage
- Postgraduate / professional accounting qualification, preferably CPA
- Review and lodgement of daily, monthly, quarterly and annual internal / external returns for the broker-dealer and futures clearer entities as per regulatory requirements in the region
- Responsible for statutory financial reporting activities including annual financial statements and liaising with external auditors in the audit of those financial statements and regulatory calculations
- Responsibility for preparing & presenting of regional management information to Americas Corporate Centre including: review of results during the month end, and capital and funding usage
- Responsibility for preparing monthly business results for the US Management Committee
- Assist in compilation and review of business forecast assumptions in the context of past performance and current / future market conditions
9
Experience For Junior Executive Assistant Financial Management Group Resume
- Responsibility for the preparing & presenting of management information to Americas Trading businesses including: review of results during the month end, run rate analysis, portfolio analytics and capital and funding usage
- Assistance with Group forecasting and budgeting to MSG and CFM businesses
- Support business in providing advisory support to senior management in the region
- Assistance in developing business forecast assumptions in the context of past performance and current / future market conditions
- Coordinate efforts with global counterparts to ensure reporting is standardized, automated, and efficient
- Partner with counterparts to understand and challenge costs and generate cost savings ideas
10
Experience For Executive Assistant Financial Management Group Resume
- Participate in operational excellence initiatives to improve team performance via establishment of key metrics / KPIs
- Assist in compilation of business forecast assumptions in the context of past performance and current / future market conditions
- Engage with counterparts to understand and challenge costs and generate cost savings ideas
- Manage relationships with other internal departments where appropriate, in particular Front Office and Settlements, Regulatory Reporting, Corporate Reporting and Taxation
- Operational treasury functions for MIM Delaware Investments including bank wire payments preparation approval process oversight, administration of banks web based systems, preparation of monthly bank reconciliations, daily and monthly cash projections and bank account maintenance
- Post-graduate experience
- State abandoned property administration for all Macquarie US based legal entities
- Fixed Asset (FA) accounting for MIM Delaware Investments including FA reconciliations, manual FA accounting maintenance, monthly preparation of FA roll forward, and FA impairment analysis
List of Typical Skills For a Financial Management Group Resume
1
Skills For Junior Executive Assistant Financial Management Group Resume
- Detail-oriented with good intuitive reasoning and project management skills
- Post CPA qualification experience including 4+ years of people management experience
- Experience including 4+ years of people management experience
- Strong background in financial markets and trading businesses required. Experience with commodities products and physical commodities beneficial
- Strong background in financial products and trading businesses. Experience with equities products beneficial
- Eager to learn and develop your skills
- Great organization skills and a willingness to learn
2
Skills For Executive Assistant Financial Management Group Resume
- Effectively escalate up the chain when required
- Post-CPA qualification experience or 7-10 years of experience for non CPAs (i.e. with an MBA or equivalent)
- Poised & relationship-oriented, works effectively in cross-functional & cross-border teams
- Proven experience to deliver System based projects and change initiatives
- Researching a broad range of substantive tax issues, including consolidated return rules, international tax (with a focus on inbound), subchapter C
- Researching a broad range of substantive tax issues, including consolidated return rules and international tax issues (with a focus on inbound)
- Ensuring Macquarie’s goals and values are demonstrated in all work performed
3
Skills For Transaction Taxes, Financial Management Group Resume
- Building effective business and support area networks
- Coordinate statutory reporting activities including tax compliance for non consolidated funds or entities where applicable
- Strong background in Financial Accounting and Reporting Services (essential)
- Continuously challenging and improving processes to ensure client service is delivered in an effective manner
- Statutory reporting activities including tax compliance for non consolidated fund or entities where applicable
- Relevant accounting experience in financial services
- Strong attention to detail, embedding a quality focus within the team
- Good understanding of the key elements of a financial control environment via external/internal audit, operational risk or financial control roles
4
Skills For Financial Management Group Resume
- Knowledge of indirect tax for large companies & consolidated groups, which includes tax accounting and compliance
- Experience in a similar tax reporting role
- Experience in a tax role in a law firm or accounting firm
- Experience in a tax role in a law firm, large multinational corporation or accounting firm
- Experience with month end accounting close
- Experience as a business analyst working on regulatory change projects and/or new platform implementations
5
Skills For Junior Executive Assistant Financial Management Group Resume
- Experience having worked on regulatory capital and liquidity projects
- Experience working with Agile would be advantageous
- Familiarity with Data modelling EBA taxonomy and / or Axiom, as well as experience with Agile would be highly advantageous
- Relevant Product Control, Market Risk, Price testing/Valuation industry experience
- Curious about how the business operates
- Administrative experience within a financial services firm or similar
- Excellent attention to detail and efficiency, and the ability to be flexible
- Post-qualification experience in the financial services industry
- A strong adherence to timelines and attention to detail is mandatory
6
Skills For Executive Assistant Financial Management Group Resume
- Strong vision for the function with a desire to lead and guide others to achieve goals and objectives
- Manage own work schedule and drive own work priorities
- Curious about how the business operates and why things are done
- Finance or taxation experience within a shared services environment an advantage (but not essential)
- Post qualification experience in financial services
7
Skills For Transaction Taxes, Financial Management Group Resume
- Big 4 firm experience is an added advantage
- Strong client service work ethic, with an ability to negotiate with and influence
- Demonstrate capability and willingness to be "hands-on"
- Work experience preferably in the financial services industry
- Finance experience within a shared services environment an advantage (but not essential)
8
Skills For Financial Management Group Resume
- Determine the cost/benefit of proposed solutions to help prioritize efforts
- Post qualification experience
- Extensive project management experience, across varied projects
- Skilled in Operational Excellence toolkit an advantage – Lean, six sigma, kaizen etc
- Partnering with Group Treasury on developing ad-hoc financial information for use in driving funding and tax efficiencies in the region
- Developing, implementing and presenting comprehensive business reporting deliverables to key stakeholders
- Developing, implementing and presenting comprehensive P&L Explain deliverables to Senior Business and Support Area stakeholders
9
Skills For Junior Executive Assistant Financial Management Group Resume
- Trading teams providing clients with prices over agricultural products, metals, freight and iron ore
- Partnering with business to drive the reporting and resolution of expense management related queries
- Supporting and working with senior members of the Business Unit Tax Advisory Group on both business unit issues and transactions and central tax issues
- Ongoing management of various data input sources required for producing returns and submissions
- Analyzing and interpreting businesses key balance sheet and profit and loss items
10
Skills For Executive Assistant Financial Management Group Resume
- Speaking with and supporting the businesses on a regular basis
- Reviewing and negotiating the tax provisions in ordinary course business agreements (e.g., loan agreements and purchase agreements, etc.)
- Preparing internal memoranda regarding tax analysis and tax positions
- Working with senior members of the Tax Advisory group on both business unit issues and transactions and central tax issues
- Providing oversight and support on P&L production and reconciliations
- Providing timely, accurate and commercial technical accounting advice and recommendations on new transactions and business
- Working with Front Office and other support groups on new transactions
List of Typical Responsibilities For a Financial Management Group Resume
1
Responsibilities For Junior Executive Assistant Financial Management Group Resume
- Experience including a few years of people management experience
- Managing internal stakeholders
- Participate in new business product approvals, including providing financial reporting support for all new products
- Sound knowledge of the Financial/Banking Services industry & Shared Services operating models
- Regularly engage with the business to gain and maintain ongoing and in-depth understanding of the business processes
2
Responsibilities For Executive Assistant Financial Management Group Resume
- On-going review of changing processes and ensure process change updates are documented in accordance with requirements
- Production of various limit / ratio monitoring reports as per requirements within stringent timelines
- Liaise with various business divisions including risk, compliance and technology for various data requests
- Stakeholder management by providing timely data availability and business drivers for periodic movements
- Ensure transactional and asset management planning is properly reflected on tax returns and any provisions
- Review of federal, state, and local tax work papers, returns and payments prepared by outside accounting firm providers
- Interest in travelling overseas to build relationships with key stakeholders
3
Responsibilities For Transaction Taxes, Financial Management Group Resume
- Gather existing process documentation and reviews with process owners and the Business Process Analyst
- Works with business process owners and Business Process Analyst to identify potential reengineering opportunities to streamline the use of process automation
- Hold a professional accounting qualification, preferably a CPA
- Interested in building connections with teams across businesses and across the globe (from the local office and/or with travel)
- Interest in travelling within region and overseas to build relationships with key stakeholders
- Perform and review monthly MIM Delaware Investments legal entity and profitability allocations
- Researching a broad range of substantive tax issues, including consolidated return rules, international tax (with a focus on inbound), subchapter C, withholding and reporting, and fielding questions from the business and the Tax Reporting Team relating to tax reporting issues
- Liaison with the business areas and Tax Reporting and Finance teams in relation to various transactions and central tax issues that arise on a day to day basis
4
Responsibilities For Financial Management Group Resume
- Review and negotiate the tax provisions in ordinary course of business agreements (loan agreements, purchase agreements, GMRAs, ISDAs, etc.)
- Preparation and analysis of monthly performance updates and management information to Americas businesses including: review the month end results, run rate analysis, portfolio analytics and capital and funding usage
- Maintain the MacCap US pipeline and participate in monthly pipeline meetings
- Present budgets, forecasts & financial results to senior leadership across multiple industries and products
- Liaise with industry heads and senior management to develop financial and strategic plans, valuation analysis and forecast models
- Demonstrate improvement mindset through active participation in operational excellence initiatives and consider opportunities for reporting standardization and automation in conjunction with the Global team
5
Responsibilities For Junior Executive Assistant Financial Management Group Resume
- Partner with stakeholders to understand and challenge costs and generate cost savings ideas
- Create and monitor KPI’s
- Working with external advisors on transactions and obtaining local tax advice related to the Americas ex-Canada; able to vet, analyze and synthesize such advice
- Assist with responding to revenue authority queries in audit and review situations
- Review and negotiate the tax sections in ordinary course of business agreements (e.g., loan agreements and purchase agreements, etc.)
- Preparation and analysis of various regulatory returns for the Macquarie Bank, branches and broker dealer entities to senior management and external regulators, including non-bank entities as per regulatory requirements in the region
- Maintain strong internal relationships with the front office, risk, operations, financial control and other FMG teams
6
Responsibilities For Executive Assistant Financial Management Group Resume
- Regular preparation and updates required for process documentation
- Analyze and prepare responses to queries from stakeholders, auditors and regulators
- Work collaboratively with the teams within the service line to ensure consistent approach and quality of outputs
- Preparation, review and lodgement of monthly, quarterly and annual internal / external returns for the Macquarie Bank and Non-bank entities as per regulatory requirements in the region
- Balance sheet and P&L analysis and counterparty reconciliations of Macquarie’s business units as per return requirements
- Manage and coach the team, particularly on aspects of financial control, regulatory compliances and attention to detail
- Work on correspondence and responses to queries from clients, auditors, regulators and other service lines
- Manage client relationship and handle first level escalations; proactively seek client feedback to further improve service level standards
- A willingness to travel overseas, if necessary
7
Responsibilities For Transaction Taxes, Financial Management Group Resume
- Responsible for the sections of the indirect tax accounting process, including the preparation of tax reconciliations for material entities in the region and review calculations prepared by the GFS team
- Support the Indirect Tax Compliance process, which incorporates tax return process management, technical review of tax calculations and analysis and delivery
- The tax decision support function for the EMEA region
- Desire to achieve goals and objectives
- Work closely with the business on large data projects to define data and functional requirements, and conduct gap and impact analyses
- Liaise with IT and other technical staff to ensure that business requirements are met and are technologically viable
- Oversee a team responsible for
8
Responsibilities For Financial Management Group Resume
- O managing delivery of financial statements and other reporting obligations for MAM Funds and fund subsidiaries, including, where required, liaison with asset finance teams, external service providers, auditors and other commercial counterparties
- P&L explain - attribution, analysis and commentary on a daily and a period to date basis
- Regular interaction and risk oversight of the off-shore team based in Jacksonville, FL, who produce the daily P&Ls, key reconciliations and who run the month end process. Key responsibility to link the daily P&L and financial controls to the risk/valuation oversight of traders
- Liaise closely with Business Unit Finance, Legal Entity Controllers and Tax Advisory teams to understand and highlight potential tax technical issues with accounting positions, transactions and new products
- Supporting the Head of Regulatory Reporting with review of the Macquarie Group’s Regulatory Reporting service line within the region which includes the EMEA Regulated entities and US and Canadian broker-dealer and future clearing entities, as well as Group Australian Prudential regulatory reporting
- Close interaction with Risk Management Group, Information Technology Group, and Group Treasury required to service Macquarie’s regulatory reporting requirements
- Lead and coach team members, particularly on aspects of financial control, regulatory compliance and attention to detail
- Desire to build relationships across the business and globe and build collaboration
9
Responsibilities For Junior Executive Assistant Financial Management Group Resume
- Partner with Group Treasury sponsors to deliver the project and provide guidance and expertise to Group Treasury through project delivery
- Assist in the management and review of the compliance and reporting process for a number of funds as well as ‘on balance sheet’ entities including partnerships, blocker entities and other investment vehicles
- Work closely with MIRA and FMG Tax and finance teams and portfolio entities personnel to ensure timely and accurate receipt of tax information
- Respond to Investor Queries
- Working with external advisors on transactions and obtaining local tax advice related to the Americas ex-Canada; and vetting, analyzing and synthesizing such advice
- Communicating and collaborating with other global tax team members on new balance sheet transactions involving cross border dealings
- Willingness to travel overseas and work different time zones to support business needs
- Motivated team player who enjoys a high performance environment
- Supporting the project of focus of EMEA Capital & Liquidity Regulatory Reporting(deliver accurate monthly and quarterly reporting, sourced from business systems and available for use by consumer systems via a central repository)
10
Responsibilities For Executive Assistant Financial Management Group Resume
- Engaging with project managers, business subject matter experts and technology systems owners to supplement existing business and systems knowledge to document current and future state processes and conduct change impact analysis’
- Managing, reviewing and analysing testing issues and identifying options and recommendations
- Extensive practical knowledge in working with data for use in reporting systems, software, spreadsheets, graphs, and flow charts
- An understanding of Enterprise Data Management and data quality concepts would be desirable
- Physical teams covering base metals, freight, bulk commodities and Agricultural commodities
- Institutional, corporate, producer and funds sales covering flow business and structured price risk management solutions for metals and agriculture
- Willingness to work in different time zones to support requirements across geographies
- Coordinate multiple assignments and work independently
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