Manager, Financial Services Resume Sample
Grayce Mertz
3966 Welch Forge,
Dallas,
TX
+1 (555) 486 1352
Work Experience
Manager, Financial Services
06/2015
-
PRESENT
Chicago, IL
- Review, analysis and financial preparation of capital spending projects (ACT’s, Authorization for Capital Transactions)
- Lead the planning, development of strategy and setting of objectives of the Financial Services department
- Lead the development of regional Accounts Receivable goals for outlying locations and businesses (e.g. TAG, ICCI etc.)
- Shared responsibility to manage multiple A/R portfolios
- Manage credit line authority up to $1ML
- Directing collection efforts through supervisor and staff for both Invacare and ICC. This involves
- Monitoring delinquent accounts
Operations Manager.financial Services
04/2011
-
03/2015
Boston, MA
- Enforce credit policies
- Negotiate effective payment schedules
- Manage the relationship between IVC and our 3rd party lender (DLL). This involves
- Marketing the lease programs
- Risk and recourse of the UNL pool
- Profit and loss of the portfolio
- Manage the booking and funding of the lease documents
- Develop and effectively implement strategic relationships with DLL such as to develop alternate credit options and provide liquidity for our customer base
Account Manager, Financial Services
04/2006
-
02/2011
Boston, MA
- Manage corporate bad debt allowance. This involves
- Determine specific reserves at an individual account level for HME
- Consolidate corporate bad debt allowances for multiple divisions and subsidiaries
- Prepare quarterly bad debt reporting to review performance with Director, Financial Services and CFO
- Review and discuss with independent auditors the adequacy of the corporate reserves
- Develop and monitor financial metrics to assist the Director, Financial Services and CFO in understanding the risk with the portfolio
- Develop and implement strategy to drive Invacare’s Financial Services department toward being the industry leader in the areas of process automation, credit card transactions etc
Education
Globe University / Minnesota School of Business
2002 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Business Ethics & Compliance Awareness Excellent time management /organizational skills Self Confident
- Variable license where required Strong leadership skills (5-10 years) Persistence and Resilience
- Proven account reconciliation skills
- Strong presentation, analytical and customer service skills complimented by a solutions-oriented background
- Strong written/email etiquette along with verbal/phone/communication skills
- Excellent interpersonal skills with ability to aggressively chart growth initiatives
- Outstanding skills in leadership, performance management and the ability to foster teamwork
How to write Manager, Financial Services Resume
Manager, Financial Services role is responsible for leadership, advanced, presentation, travel, insurance, recruiting, analytical, powerpoint, planning, auditing.
To write great resume for manager, financial services job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Manager, Financial Services Resume
The section contact information is important in your manager, financial services 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 Manager, Financial Services Resume
The section work experience is an essential part of your manager, financial services 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 manager, financial services responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular manager, financial services position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Manager, Financial Services resume experience can include:
- Strong presentation skills for delivery of concepts/marketing plans
- Experienced senior professional with a proven track record of performance, innovation and implementation
- Have exceptional leadership skills
- Prospecting: proven track record of penetrating accounts; reaching decision-makers and closing business
- Previous experience working on cross-functional agency/client teams
- Proven success in building positive client and/or property relationships
Education on a Manager, Financial Services Resume
Make sure to make education a priority on your manager, financial services resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your manager, financial services 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 Manager, Financial Services Resume
When listing skills on your manager, financial services 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 manager, financial services skills:
- Experience of effectively managing and collaborating with senior client stakeholders
- Outstanding communications skills (written and oral)
- Outstanding follow-up and organizational skills, ability to multi-task required
- Advanced level MS Office skills (especially Excel)
- Demonstrated ability to operate independently, with initiative, intensity and integrity
- Consulting experience preferably with a period gained at a “Big Firm” consultancy and delivering at this level
List of Typical Experience For a Manager, Financial Services Resume
1
Experience For Account Manager, Financial Services Resume
- Significant experience leading a team of finance staff in a range of transactional accounting disciplines and managing time-critical finance operations
- Experience selling into the financial services sector is an asset
- Six years of experience with financial operational processes, including front-office, middle-office, and back-office functions
- Demonstrated ability to manage high volumes of client and/or supplier accounts
- Understanding and awareness of North American market environment and compliance aspects
2
Experience For Senior Manager Financial Services Resume
- Support account planning sessions, including account strategy, financial objectives and identified relationships; support the global revenue planning process
- Review credit risk in A/R portfolio by obtaining and analyzing financial statements on customers with large credit exposures greater than 100K
- Facilitate resolution of complex Ops processes, including, reaching agreement with theatres, cross-functional teams and senior management
- Assist customers in adopting cloud computing and new technologies
- Monitor and review all data changes, including but not limited to billing & payment terms
- Provide analysis and management reporting regarding these commercial relationships
- Act as primary liaison with sales organization in working jointly on significant credit exposures
- Participate in field sales training programs as well as with other related departments
3
Experience For Success Manager, Financial Services Industry Resume
- OLED – Organic light emitting diodes utilized to enhance the color quality in smartphones
- Advocate and represent the value of Qlik’s software portfolio to a broad and diverse range of prospective or existing customers
- Follow up on action items, by tracking progress against deadlines
- Lead and maintain existing management routines (e.g., property meetings, agendas, asset trackers/database, notes, etc.) to fulfill and track assets
- Help manage engagements according to KPMG’s financial and cost management policies
- Review SEC filings and research technical accounting issues as well as understand and utilize KPMG's Audit Methodology
- Key point of contact for all audit related requirements associated with client billing and payment of suppliers
4
Experience For Partner Manager, Financial Services Resume
- Financial analysis and reporting of Beeline clients’ activities and performance
- Develop and implement processes relating to large, high-volume Beeline clients and business partners
- Consumer and commercial credit underwriting
- Contract submission, execution and funding
- Conduct regular training presentations to educate sales team(s) about TFFS financial offerings and programs
- Interface with legal counsel and appropriate internal personnel to monitor accounts which require follow up after they have been placed for legal action
5
Experience For Senior Partner Manager, Financial Services Resume
- Develop and implement new processes and systems to better manage our accounts receivable investment. Work with other functional areas to lead the effective implementation of automation processes within Financial Services
- Develop and enhance the skill level of existing staff through ongoing training in significant credit and collection issues, phone etiquette, and general negotiations
- Coach and develop Financial Services Specialist III’s to enhance their analytical skills relative to financial statement analysis
- Develop and analyze management reports in areas including particular problem accounts, changes to bad debt reserve requirements, and efficiency of staff in accomplishing individual goals. Develop and implement short-term and long-term plans based on the data obtained in these reports
- Act as a liaison for Invacare with companies in our industry by participating in NACM sponsored Health Care Credit Group Meetings, Retail Credit Group, and International Credit Group meetings
6
Experience For Manager, Financial Services, Capital Markets Resume
- Work on special projects as assigned by Director, Financial Services and the CFO
- Accounts payable/ accounts receivable
- GST, FBT and other taxes
- Manages support to dealers in achieving their objectives for finance penetration, assurance product financing, retail sales, customer service and dealership financial management. Provides analysis of dealer operations, identifies improvement opportunities, makes recommendations for corrections of problems and coordinates implementation of solutions
- Ensures field supports the region's dealerships in meeting their retail, lease, assurance product and financial management objectives. Oversees the monitoring of dealer operations to assure compliance with company standards and agreements
- Enforces compliance and ensures documentation of discrepancies. Coaches/develops the field staff in integrating with dealers and internal departments to create and implement performance improvement plans
- Ensures analysis and evaluation of customer satisfaction index scores and manages assistance to dealers in developing and implementing customer satisfaction strategies. Ensures dealer training in financial, assurance products and customer satisfaction programs and procedures
- Coordinates liaison relationships between the company, affiliates and dealer in communicating corporate policies, procedures, and new program brand initiatives. Ensures a seamless cross-functional and cross affiliate image is presented to dealers in the resolution of problems or issues
- Strong interest in new technologies, innovative solutions and business changes in the market
7
Experience For Treasury Manager, Financial Services Industry Resume
- Outlines measurement solution based upon key KPI’s
- Drive the execution of FS Market Segment’s for go-to-market plans. Work closely with FS Market Segment leadership and Partners to identify business needs, determine audience/accounts, co-develop actions and timelines, and align resources in support of go-to-market activities
- Project manage go-to market activities and business development programs such as sales campaigns, growth platforms and other prioritized initiatives that support the Central Market Segment’s strategic plan, opportunity development and account management
- Oversee the FS Market Segment’s pipeline reporting and analysis; identify trends, opportunities and gaps. Determine go-to-market activities to enhance pipeline mass and velocity. Work with Partners and practitioners to ensure and enhance pipeline integrity
- Coordinate with cross functional SMEs and Geo Ops team to continuously create and improve Ops processes consistent with customer’s (global) strategy and operationalization of NBMs
- Document customer specific solutions or programs through process maps/playbooks and hand-off to Geo Ops as appropriate; build library of process maps and playbooks
- Work on highly complex problems requiring judgment in the selection of the method and technique for obtaining a solution
- Holistically review customer base with objective to improve and maximize the relationship on a semi-annual basis
8
Experience For Partner Segment Manager Financial Services Resume
- Recommend decision on non-standard requests
- Change advocate for key policies and processes for Operations
- Ensure best in class service levels to customers and partners
- 48 hour turn-around time for all documentation requests
- 24 hour turn-around time to respond to all email and telephone inquiries
- Compliance with Cisco and Capital policy and procedures
- Teslin® - durable substrate used by customers to make items such as security cards, licenses, labels, and maps
- CR-39® - plastic resin used for corrective lenses and other eyewear products
- Design Silica’s – used to thicken and reduce gloss in varnishes, lacquers, and paints
9
Experience For Senior Manager, Financial Services Operations Resume
- Independently sell Qlik’s software portfolio in the Finance and Insurance sectors in D-CH
- Maximize revenue potential in the Swiss Enterprise market directly and in collaboration with Qlik’s partners and the Alliances team
- Drive the key activities of the globally standard EY Account Management Framework
- For each account in the portfolio, drive, manage and maintain an account plan, and regularly review it against established milestones and targets
- Monitor and work with Finance to report on the accounts’ performance and results
- Liaise with Account Managers/Coordinators aligned with the account in other parts of the world
- Financial Services Product Development & Enhancements
- Ten years of experience in consulting, sales, marketing, client care, business partner relationship development, and/or technical functions within the technology industry (including related products and services)
- Understand the customer and partner’s technical requirements and work closely with the partner’s team to build profitable and successful customer outcomes
10
Experience For Account Manager, Financial Services Client Resume
- Work closely with the partner’s customer base to ensure they are successful using AWS services
- Be the primary point of contact for client’s Global Sponsorship Marketing team
- Provide subject matter expertise to multi-agency teams to support creative development and activation ideation for Major League Baseball
- Serve as subject matter expert for client’s MLB sponsorship portfolio including terms, assets, financials and property processes, procedures and structure
- Responsible for developing strategic customer relationships ensuring that all customer requirements are identified and met driving new business opportunities within accounts
List of Typical Skills For a Manager, Financial Services Resume
1
Skills For Account Manager, Financial Services Resume
- Advanced analytical and problem solving skills with strong attention to detail
- Advanced business writing and report generation skills and experience
- Outstanding relationship management and presentation skills
- Experience in the mortgage lending business, 3+ years of experience in consumer automobile finance business or a combination
- Experience in a bank or 3+ years of experience in a financial services firm
2
Skills For Senior Manager Financial Services Resume
- Advanced skills in Microsoft Office product suite including Outlook, Excel, Word and PowerPoint
- Experience Auditing for hedge funds, broker/dealers and/or other investment companies
- Three (3) years trade credit management experience in a manufacturing or distribution environment
- Financial services, banking or similar experience required
- Experience in global business travel
- Identify and hire individuals reflective of both the FPA and true Experienced financial professional profiles
- Experience working with top Financial Services brands
- Experience in large organisations with complex accounting functions and finance systems (preferably SUN)
- Experience in digital media space
3
Skills For Success Manager, Financial Services Industry Resume
- Experience with statistical packages a +
- Extensive experience as a Facebook user and familiarity with Facebook’s ad products
- Working knowledge of corporate finance and accounting processes
- Achieving individual program revenue, renewals, and marketing sales quotas for BbOne, BlackboardPay, and CampusImpact
- Positive pragmatism: Anything is possible, but not everything is sensible
- Consistent track record of exceeding quota and driving referenceable business in Storage
- Motivate and support the development and high performance of our people through informal coaching and leadership
- Support sales strategy creation, win theme development and key buying events
4
Skills For Partner Manager, Financial Services Resume
- Integrate outcomes from work streams: solution, pricing, legal, commercial and proposal management
- Basic understanding of secured transactions
- Meet recruiting diversity objectives
- Series 6 & 26 registrations, Life/Health insurance license & P&C License
- Work with sales, technologists, designers, and project managers to identify, document and close consulting engagements for strategic solutions that leverage the Adobe Marketing Cloud (Analytics, Target, AEM, etc)
5
Skills For Senior Partner Manager, Financial Services Resume
- Building and nurturing strong relationships, both with clients and colleagues
- Collaborate with Adobe software sales to build and execute account strategies
- Assess client environment from a business process, organizational and technological perspective, and effectively communicate opportunities for change
- Gather sales requirements, generate proposals, present to customer senior management and participate in complex sales cycles
- Anticipate problems and recommend innovative solutions. Attentive to client and project team needs
- Delivery and implementation of complex business change and transformational programmes, preferably across a wide range of technical areas of expertise
6
Skills For Manager, Financial Services, Capital Markets Resume
- Skills and experience across one of more of the following service lines – Strategic Design, Change Management, Customer, Performance Improvement, Programme Management and Mergers & Acquisitions
- Inspire others and be seen as a thought leader
- Take personal accountability for business performance and outcomes
- Collaboration: How we do things is as important as what we do, so our approach is always collaborative whether working alongside our clients or together as a firm
- Sense of humour and perspective: We take our work seriously but not ourselves
7
Skills For Treasury Manager, Financial Services Industry Resume
- Prospecting: proven track record of penetrating accounts; reaching decision-makers and closing business. This is a hunter territory that requires experience and proven success opening large accounts
- Building a Business Case and Establish Value: develop and present proposals to customers with information that demonstrates the ability of the Pure Storage solution to meet the customers’ business objectives and justify the sale
- Retail and commercial auto finance experience/automotive sales and marketing at a professional level, including financial services management and commercial/consumer credit experience
- Experience in auditing, at least 5 years of experience in accounting, at least 5 years of experience in financial analysis, at least 5 years of experience in compliance or a combination
- Experience leading audits and performing in the role of auditor-in-charge
- Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Regulatory Compliance Manager (CRCM, or Certified Information Systems Auditor (CISA)
8
Skills For Partner Segment Manager Financial Services Resume
- Proven ability to drive business and documented success carrying a sales goal
- Create a collaborative environment that delivers a world class client experience
- Create a work plan to close opportunity and serve as project manager for the team
- Manage action items, coordinate key events with client and escalate issues to Sales Lead
- Plan for and manage several programs simultaneously
- Ability/desire to foster new opportunities for client support and develop new opportunities for Octagon
- Proficient in Microsoft PowerPoint, Excel + Word
- Travel and work with sales organization 30% of time
- Instil a sense of urgency and diligence across internal and customer teams
9
Skills For Senior Manager, Financial Services Operations Resume
- Business Ethics & Industry Compliance Awareness
- Passion for process and organizational change management
- Handle multiple tasks with established deadlines
- Engaging in the development and implementation of strategic sales and marketing activities, involving clients and/or business partner organizations, designed to drive incremental sales of Professional Services including Consulting, Implementations, Hosting and Remote Managed Services
- Serves as a key liaison between Professional Services and Sales, Marketing, and Alliances in supporting the development and maintenance of key customer accounts, sales and support opportunities, consulting and sales operations, and/or business partner relationships
- Provides direct Professional Services sales support through sales calls, sales tool development, and coaching in the sales force on services-focused account strategies
- Developing, promoting, and implementing the usage of best practices for efficient technology and solutions deployment
- Achieve recruiting and retention goals
10
Skills For Account Manager, Financial Services Client Resume
- Identify, sell, close and manage potential sales opportunities in active accounts
- Train and coach new financial professionals and FPAs
- Coach and counsel financial professionals to maximize their potential in the areas of productivity and culture contributions
- Leverage intellectual properties of the firm to maximize the probability of success
- Identify and develop relationships with key nominator resources
- Lead/oversee team managing all aspects of event programming from initial brainstorm through onsite execution and wrap-up, including integration with multiple clients, internal departments, and agency partners
- Manage and present numerous program documents: strategic program recommendations, status reports, event execution guides, staffing plans, wrap-up reports, etc
- Manage program budgets and be proficient in all accounting and expense procedures
- Sell and assist in development and execution of CampusImpact marketing campaigns
List of Typical Responsibilities For a Manager, Financial Services Resume
1
Responsibilities For Account Manager, Financial Services Resume
- Oversees and manages A/P processing and disbursement, including proper IRS Form 1099 filing and distribution
- Manages and leads integration and efficiency processes, along with directing additional financial projects as assigned by finance leadership
- Work closely with commercial sales leaders and key divisional stakeholders to integrate financing into the commercial strategy
- Develop product specific marketing literature for distribution to customers and sales team(s)
- Develop and execute sales/marketing strategies and plans to expand business
- Research competitor and industry activity, keeping informed of new products/promotions and other general information of interest to customers
- Team player with ability to integrate across functions (sales, marketing, finance)
- Develop risk management services, both process and technology, driven by operations, technology, and regulatory and compliance mandates
2
Responsibilities For Senior Manager Financial Services Resume
- Collaborate with Global team to develop and execute comprehensive Accounts plan
- Drive revenue, adoption, and market penetration
- Build relationships with Line of Business Leaders across a complex organization
- Lead a virtual team of solutions architects, solution deliver managers, and professional services resources in delivering AWS's value proposition for the customer
- Manage sales forecasts, opportunity pipelines, and revenue delivery for the UK portion of this Global Financial Institution
- Banks and Regulators – Central Bank
- The partner relationship, in particular the contractual aspects
- Supervise and manage all the operations of the Financial Services Team and performance of team members
- Motivate and provide guidance to the Financial Services Team’s staff (establish strategic goals, performance reviews, etc.)
3
Responsibilities For Success Manager, Financial Services Industry Resume
- Establish cooperative relationships with clients, business partners, on-site Managed Services personnel, other departments, and branches serviced
- Coordinate with the general ledger and accounts payable departments to pay third party vendors per the terms of the contract
- Provide remittance information to assist in cash application
- Ensure timely and accurate exchange of information and transactions electronically
- Conduct business analysis with due diligence, substantiate the issues, recommend and implement change in methods and procedures, advise management of appropriate course of action
- Recommend and implement change in methods and procedures to achieve business goals
- Identify organizational challenges and road-blocks to efficiency and drive appropriate process change
- In a team leadership position
- Manage Financial Services operations for
4
Responsibilities For Partner Manager, Financial Services Resume
- In-life customer service management
- End of term and collection management
- Initiate and develop vendor and partner relationships to ensure optimal service levels and automation
- Develop processes and implement performance management service levels
- Pro-actively integrate and support vehicle and energy sales initiatives to drive customer satisfaction and growth
- Develop and use performance metrics to report and drive initiatives on consistent performance improvement
- Lead and develop a team of associates and professionals
- Leads and manages the Accounts Payable (A/P) and Accounts Receivable (A/R) teams
5
Responsibilities For Senior Partner Manager, Financial Services Resume
- Oversees and approves credit and collection functions including granting credit and monitoring accounts for collection, ensuring adherence to policies, and assessing and calculating periodic bad debt reserves
- Serves as Business Process Owner (“BPO”) for Order-to-Cash
- Maintains, writes, and updates policies (including SOX, domestic and global), facilitate training, ensure company compliance to policies and create training manuals for A/R and A/P teams for compliance
- Provides recommendations to leadership on educational opportunities, processes and enhancements
- Plans, directs, and coordinates activities of employee(s) to ensure goals or objectives are accomplished. Mentors, coaches, trains and develops team(s)
- Track record in managing relationships with large financial institutions, forecasting, account management, sales planning and sales operations with a track record of exceeding revenue quota and new customer adoption goals within a multinational account base
- Provide creative financial solutions for internal and external customers
6
Responsibilities For Manager, Financial Services, Capital Markets Resume
- Work directly with the sales team(s) to provide lease proposals, credit approvals, lease document packages and to close transactions in a timely and efficient manner
- Innovation and Fintech experience
- Leadership experience in financial services operations, customer interaction and external partner management
- Attend industry tradeshows, present at national and regional sales meetings and meet with customers on strategic opportunities
- Successful record of account or territory management and business development
7
Responsibilities For Treasury Manager, Financial Services Industry Resume
- The Prudential Insurance Company of America, one of the Prudential Financial Companies, is looking for men and women with leadership skills who are ready for a potentially more rewarding career. We’re seeking individuals with these attributes
- Progressive financial services experience
- Regularly required to stand; walk; sit; and talk, hear and see
- Regularly/Occasionally lift and/or move up to 10 pounds
- Activities of subordinates or contractors varied considerably in objective and content and encompassed more than one discipline. Comprehensive knowledge of consumer and commercial dealer lending and dealership financial operations. Solid knowledge of business analysis
8
Responsibilities For Partner Segment Manager Financial Services Resume
- Outstanding relationship management and presentation skills. Outstanding skills in leadership, performance management and the ability to foster teamwork. Strong decision-making skills. Possesses a results orientation and is a creative thinker. Computer proficient
- Technical expertise in several of the following: taxation, foreign currency transactions, asset management, payroll, debtor and creditor management
- Launch, manage, and grow BbOne client off-campus merchant programs
- Manage and support BlackboardPay financial aid disbursement programs
- Oversee all aspects of program maintenance, working with internal personnel to represent client needs and insure client satisfaction and peak program performance levels are met
9
Responsibilities For Senior Manager, Financial Services Operations Resume
- Tertiary qualified (Accounting/Finance) and professional membership to CPA or CA level
- Identify and implement process improvements and appropriate internal controls in the finance function
- Extensive knowledge of accounting principles and procedures, current knowledge of the accounting standards, relevant legislation (in particular the Treasury Circulars and Treasury Policy and Guidelines Papers, Public Finance and Audit Act and Public Authorities Financial Arrangements Act)
- Proven ability to create strong professional relationships with a broad range of stakeholders. Advanced interpersonal, negotiation, communication skills and a commitment to building positive business partnership relationships with customers and service providers
- Serve as day-to-day client liaison across multiple programs
10
Responsibilities For Account Manager, Financial Services Client Resume
- Serve as subject matter expert on sports industry with focus on endurance storylines, trends, athletes, and events
- 0211545-00005-00 Expires 08/02/2018
- 0211545-00001-00 Ed. 10/2011
- 0162579-00001-00 Ed. 10/2009
- Digital OTT Services
- Manages the communication, solicitation and sales closure of consumer and commercial financial products, programs and service support and training to dealerships in assigned region. Manages and coordinates the development and implementation of long and short-term marketing, promotion and retail sales plans with dealers, vendors, marketing, internal and affiliate departments
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