Consumer & Community Banking Finance Resume Samples

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D Swift

Donavon

Swift

60918 Jessy Lights

Los Angeles

+1 (555) 337 1072

60918 Jessy Lights

Los Angeles

Phone

p +1 (555) 337 1072

Experience Experience

Los Angeles, CA

Consumer & Community Banking Finance

Los Angeles, CA

Hudson Group

Los Angeles, CA

Consumer & Community Banking Finance

Promoting the program across Payments Business and Technology. Increase top-down adoption to support efficiency & optimization goals.
Performing detailed risk and control assessments across CCB Controllers functions and processes (to be determined & defined)
Testing the operational effectiveness of controls across CCB Controllers functions and processes
Developing recommendations to strengthen internal controls and improve operational efficiency
Performing ongoing analysis of risk trends through the development and implementation of results based metrics
Staying current with evolving industry and regulatory changes, and analyze impact to business objectives, processes, and compliance
Presenting results and status to senior management

Los Angeles, CA

Consumer & Community Banking Finance Associate

Los Angeles, CA

Runte-Mosciski

Los Angeles, CA

Consumer & Community Banking Finance Associate

Drive process improvements to enhance reporting & gain efficiencies
Provide analytical insights critical to delivering the business goals & priorities
Prepare accurate & timely monthly reports for Senior Management
Establish and maintain relationships with key finance & digital partners
Provide an accurate monthly financial forecast & regular variance analysis
Build a bottoms up 3-year financial budget
Driving data accuracy, quality and completeness – perform root cause analysis for inaccuracies and formulate/execute mitigation plan with broad collaboration

present

Los Angeles, CA

Consumer & Community Banking Finance VP

Los Angeles, CA

Sawayn-Lynch

present

Los Angeles, CA

Consumer & Community Banking Finance VP

present

Enhance the cost recovery model by capturing investment detail to increase transparency for the Lines of Business
Provide analytical insights critical to delivering business goals & priorities
Drive standardization and automation across current processes and reporting capabilities
Prepare both accurate and timely monthly reports for Digital Leadership
Shepherd Digital sponsored business cases from creation through approval and establish post-mortem reviews to confirm assumptions and track results against the pre-defined KPIs
Partner strategically with Digital Leadership in all areas of financial management – delivering an annual budget with a three-year outlook, monthly reporting & forecasting, headcount & expense management
Proactively analyze trends, research issues, respond to inquiries

Education Education

Bachelor’s Degree in Accounting

Washington State University

Bachelor’s Degree in Accounting

Skills Skills

Strong communication skills across all levels of management
Develop process improvement strategies aimed at improving the overall efficiency of the financial reporting and analytics environment
In-depth understanding of financials statements’ analyses
Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
Lead the build out and ongoing maintenance of the Auto Finance MIS infrastructure
Provide leadership and guidance on the development of the financial data warehouse for the Auto Retail and Wholesale/Commercial businesses
Work collaboratively with senior management and IT staff to develop reporting and business intelligence strategy for the Auto Retail and Wholesale/Commercial businesses
Manage and run the MIS infrastructure on a daily and monthly basis to support financial reporting
Expert-level skills in Excel, Powerpoint
Lead a diverse team consisting of financial, technical, and management staff

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Consumer & Community Banking Finance Resume Examples & Samples

Works closely with sponsors, stakeholders, and senior management to facilitate core project execution functions on initiatives that range in scope, involving moderate to high levels of risk and complexity
Demonstrates an advanced understanding of both financial accounting and quality assurance with the ability to share knowledge with peers and project team members
Assist in the general ledger month end and quarter end accounting close process. Prepare monthly reports to be submitted to management and assist in the preparation of quarterly regulatory reporting
Acting as key resource during the development and execution of a start up auto loan securitization program, specifically leading the operational accounting design for new securitization issuances and ongoing securitized portfolio activity, valuation adjustments and cash flows
Engages Corporate resources to identify accounting policy and regulatory requirements and leads in developing and implementing solutions to meet these requirements
Responsible for developing, implementing and managing efficient best practices around daily operations, reconciliations, and regulatory and financial reporting
Self motivated with strong planning, time management and multitasking skills are expected
Bachelor's degree in Accounting/Finance
5+ years of prior experience in financial accounting
Big Four accounting is a plus
Must have some prior regulatory project experience (i.e. Comprehensive Capital Analysis and Review, Resolution and Recovery)
Must be comfortable managing stakeholders of all levels and be able to develop presentations and narratives in concise format
Proficient in the following applications: Microsoft Word, Excel, Access, Project and PowerPoint
Working knowledge of SAP General Ledger, Essbase and/or Business Objects is a plus
Strong written, presentation and verbal communication skills
Strong attention to detail is required

Consumer & Community Banking Finance Resume Examples & Samples

Dealer Value Proposition analysis and accounting for established dealer groups
Work with various business units to calculate/validate fees due to clients on a monthly and quarterly basis
Adhere to time sensitive requirements for calculation, approval and payments
Prepare the necessary general ledger entries to post the transaction as well as ongoing amortization of the deferred fees
Coordinate daily funding activities with qualified intermediary for the Like Kind Exchange Program
Daily funding of lease vehicle originations and tracking of daily balances
Daily partnering with existing staff supporting Auto Lease sales tax
Monthly Florida Doc Stamp analysis and reporting for indirect loans
Assist in the general ledger month end and quarter end accounting close process
Monthly General Ledger Reconciliation and Substantiation certification of general ledger accounts
Ensure all process and procedures are reviewed and/or updated on a regular basis
Complete all required assigned training and be determined to learn, contribute and grow
3+ years of prior experience in finance and/or accounting
Prior experience in finance and/or accounting for indirect auto lending preferred
Auto Lease sales tax and Like Kind Exchange knowledge is a plus
Experience working with all levels of management and operational groups
Experience working with large data sets in a control environment
Working knowledge of SAP General Ledger is a plus
Proficient in Microsoft Office Suite with strong Excel/Access capabilities

Consumer & Community Banking Finance Resume Examples & Samples

Bachelor’s degree in Finance, Accounting, or financial systems discipline. MBA is a plus
5+ years experience in Finance, Systems, IT and/or Business Management experience
Ability to handle multiple priorities with tight timelines
Proactive, responsive, team player, self motivated, flexible
Knowledge of P&L
Strong skills in Microsoft Excel

Consumer & Community Banking Finance Resume Examples & Samples

Provide oversight and recommendations on the modification of existing systems and new applications across all consumer lines of business
Partner with the core finance and CFO teams to support financial model builds and develop future enhancements
Ensure reconciliation of existing financial systems, including general ledger and account based applications leveraging Essbase and SQL
Ability to leverage Essbase providing analysis and reporting across all levels of management, including cross line of business
Ability to understand and reconcile disparate systems with minimal supervision
Ability to analyze changes with potential impacts and provide feedback as well as possible solutions to any issues
Make changes to Essbase environments allowing different views in support of financial reporting
Administer, develop, and maintain Excel based reports and upload templates
Requires close partnership with senior level business, finance, and IT staff
Requires a strong understanding of the consumer banking industry and its key business drivers
Bachelor's degree in Finance or Accounting
Financial services experience required
Must have technical, analytical, and problem solving skills
Must have advanced Essbase experience as a user
Experience with SQL on Teradata and Oracle

Consumer & Community Banking Finance Resume Examples & Samples

Prepare analysis and schedules to support the CUSA budgeting/forecasting process
Assist with the preparation of DFAST, Internal Capital Adequacy Assessment Process (ICAAP) and Risk Appetite results for CUSA, ensuring adequate work paper documentation exists
Ensure results are in compliance with CCAR/DFAST reporting requirements
Perform reconciliations and variance analysis of DFAST forecast in accordance with established criteria
Prepare and maintain standard operating procedures for all CUSA DFAST processes
Ability to develop and implement processes to improve control framework for CUSA DFAST process
Participate in Risk Control Self Assessment (RCSA) documentation and testing
4 - 6 years financial analysis or accounting experience, credit card industry and/or regulatory experience a plus
Excellent time management skills and attention to detail
Strong interpersonal skills; ability to interact with broad scope of employees, including those at more tenured levels
Strong organization and communications skills (written and verbal)
Proficiency in Microsoft applications and Essbase

Executive Director Head of Business Management Consumer & Community Banking Finance Resume Examples & Samples

Bachelors degree with relevant Masters degree preferred
Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g., Field, Finance, Executive Management)
Ability to influence and advise executive management
Demonstrated ability to build and lead a high-performing team of quantitative professionals, preferably over multiple locations
Deep knowledge and understanding of financial principles and ability to link results to activities
Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time
Proficiency in Powerpoint and Excel
Business savvy and commercial judgment
~10 years of relevant Financial Services experience, preference for field management

Consumer & Community Banking Finance Resume Examples & Samples

Bachelors degree in Accounting, Finance or related discipline required
Strong interpersonal, verbal and written communication skills – ability to synthesize financial information into concise, insightful and actionable recommendations comfortable interacting with and presenting to all levels of management
Strong quantitative, critical thinking and analytic skills, confidence with finance and accounting concepts, understanding of financial statements, has the ability to comprehend and clearly communicate complex concepts in a fast-paced, dynamic environment and provide strong documentation
Knowledge of Microsoft Word, Excel, PowerPoint/PitchPro, Essbase and SAP

Consumer & Community Banking Finance Resume Examples & Samples

Develop the Program Management Office framework specific to this initiative to ensure structure and governance around business team activities, timelines/key milestones, communication plans, status reporting, executive updates, change management, issue/risk tracking and other project management disciplines as appropriate
Develop a CCB Finance capacity planning model by proactively coordinating and confirming resource engagement plan and estimated level of effort for sub- line of business (LOB) subject matter experts
Coordinate with Technology and other partners to build an integrated project plan; manage the detailed CCB Finance project plan and timeline ensuring commitment to interim milestones and measurable success criteria
Manage all phases of the project life cycle starting with initiation and demand management protocol and development of a high level project plan. Facilitate sessions for business requirements, data mapping and data gap analysis and provide functional design support. Coordinate the user testing process and issue tracking and remediation through implementation and complete a post-implementation review
Build strong relationships with sub-LOB Managers in CCB Finance and Accounting and CCB Finance MIS Leads and gain familiarity with CCB source systems, off-line accounting treatments and adjustments to understand, contribute and influence the development of strategic solutions to meet target state reporting objectives
Collaborate and coordinate with Finance Risk Roadmap Programs Leads, specifically Finance Risk Warehouse (FRW) subject matter experts on FRW data sourcing, target state strategy and development of an integrated operating model
Provide additional Program support as needed
8-10 years of Finance, Accounting, Finance Operations or Financial Systems experience, preferably in the financial services industry
Knowledge of consumer banking business, processes and financial systems/data sets preferred
Project experience required, understanding and experience with the system project life cycle; Project Management certification preferred
Proven skills managing a large-scale project, demonstrated ability to manage to plan and keep deliverables on track
Strong critical and creative thinking skills with ability synthesize information, perform analysis, interpret results and make recommendations
Highly disciplined, self-motivated, and delivery-focused individual who is able to work independently
Excellent communication, facilitation, negotiation and influencing skills
Strong organizational skills, including good judgment, work prioritization and decision making abilities
Demonstrated ability to focus on accuracy and attention to detail
Team player and adaptable to changing environment
Experience with the MS Office suite of products (Excel, PowerPoint, Word)

Consumer & Community Banking Finance Resume Examples & Samples

Supporting the CCB CFOs, Controllers and External reporting
Develop relationships and work closely with the CFOs, Controllers, Planning and Analysis team, External Reporting, Risk, Operations and other contacts within the Firm
Presenting results and status to senior management
Minimum of a bachelor’s degree in accounting and/or finance, a must
Experience working in an environment that requires attention to detail and the adherence to strict rules and standards
Strong analytical and problem solving skills; ability to present information to senior management in a concise manner
Process Analysis / Process improvement a plus
Ability to identify issues, seek solutions and gain consensus regarding outcome
Team player and self-starter
Control mindset

Consumer & Community Banking Finance Resume Examples & Samples

Analysis and reporting of loan loss reserves, modified loans, purchased credit-impaired loans. and loan write-downs
Month and quarter-end accounting for credit-risk related activities
Preparation of quarterly disclosures for SEC and regulatory filings
Ad-hoc senior management requests related to MB credit risk accounting/finance
Analyst will be introduced to various process automation projects with Management Information System (MIS) counterparts. If the analysts is proficient in technical skills, they will be given the opportunity to utilize their knowledge to improve existing processes and engage in special projects
Verbal and written communication skills across all levels of management
Adaptability in an ever-changing business environment

Consumer & Community Banking Finance Resume Examples & Samples

Prepare weekly/monthly/quarterly/annually reporting around Liquidity, Interest Rate Risk, and Funds Transfer Pricing (FTP) in order to fulfill Corporate deliverables and line of business support
Responsible for completing various control checks, reconciliations, variance analysis for deliverables
Preparation of insightful, high quality Senior Management presentations
Partner with the team during forecast and stress testing cycles, including Risk Appetite, Internal Capital Adequacy Assessment Process, and Comprehensive Capital Analysis and Review to ensure Corporate and senior management deliverables are met
Support ad hoc requests from the line of business and Senior Management
Identify and drive continuous improvement initiatives through projects and process improvements
Proficiency in Microsoft Office applications (Excel & PowerPoint in particular) required (i.e. use of pivot tables, macros, PitchPro, etc) preferred
Knowledge of retail banking and products a plus
Self starter with strong initiative, ability to take ownership and work independently as well as contribute to the broader team
Ability to multi-task and work with various members of the team on competing priorities
Demonstrate leadership and organizational capabilities

Consumer & Community Banking Finance Resume Examples & Samples

Supports Mortgage Banking CCAR Y-14M schedules A,B, and C monthly reporting
Develop appropriate management reports and analysis related to issues of the CCAR Y-14M monthly report
Perform analysis of the issues to accurately report issues/errors related to the CCAR Y-14M
Comfortable analyzing and tracking multiple lists and systems used to track issues/errors
Preparation of metrics on issues (including edit check failures) for inclusion in presentations to Executives and Steering Committee
Strong communication skills across all levels of management
Team player, effective organizer with the ability to work on multiple project/reports concurrently and customer focused
Ability to work in a fluid and changing environment, adapts to change, ability to reprioritize and regroup based on latest information
Previous ALM (Application Lifecycle Management) experience a plus
Previous Project Management experience a plus

Consumer & Community Banking Finance Resume Examples & Samples

Create multi-year forecasts for Consumer Products
Communicate actual results versus forecast during weekly meetings and at month-end
Proactively analyze actuals and research issues to identify changes in trends and communicate variances versus budget in advance of month-end
Use database query tools to extract data from the ICDW and other Databases
Work closely with product managers to model product changes, analyze impacts of changes post-implementation, and accurately incorporate trend changes into forecasts
Ensure data integrity and accuracy in all reporting and forecasting
Create business cases and other modeling related functions as needed
Perform ad hoc financial analysis and actuals research
2+ years of experience in financial analysis or related experience
Self-starter with an ability to work independently and as a team to solve problems efficiently
Excellent verbal and written communication skills to translate data into concise, insightful, and actionable recommendations
Outstanding interpersonal skills necessary to work effectively with a variety of individuals and business partners
Advanced Excel and PowerPoint skills
Working knowledge of Hyperion Essbase and Business Objects/Brio highly desired
Experience with ICDW or data base extraction a plus

Consumer & Community Banking Finance Resume Examples & Samples

Analyze impact of macro-economic variables on CCB performance
Forecast selected components of the income statement, driven by internal and external scenarios
Perform detailed variance analytics for CCB Capital and RWA drivers impacting capital ratios to enable senior management to understand key drivers of underlying results
Develop an understanding of CCB’s regulatory CCAR, Capital and RWA requirements and processes
Lead aggregation of Capital, RWA and LOB projections for CCAR, Mid Cycle Stress Testing, and internal Risk Appetite processes
Coordinate and lead preparation of Federal Reserve schedules and associated narratives
Support CCB’s initiatives to continually improve and enhance the CCAR process
Support the build-out / automation of CCAR reporting tools
Coordinate and prepare CCB’s responses to regulator questions and feedback
Monitor and address new regulatory CCAR requirements
Respond to ad-hoc analytical requests from senior management, other functions, and regulatory agencies
MBA or Master’s degree in a quantitative field
Minimum 6 years’ experience in a finance, capital management or audit function preferred
Prior Planning, CCAR or Basel regulatory capital experience (e.g. Basel I/II/III) preferred
Experience analyzing macro-economic variables preferred (impact, trends, variance)
In-depth understanding of financials statements’ analyses
Expert-level skills in Excel, Powerpoint
Experience with Hyperion Essbase preferred

Consumer & Community Banking Finance Associate Resume Examples & Samples

Provide an accurate monthly financial forecast & regular variance analysis
Build a bottoms up 3-year financial budget
Prepare accurate & timely monthly reports for Senior Management
Provide analytical insights critical to delivering the business goals & priorities
Establish and maintain relationships with key finance & digital partners
Demonstrate strong problem solving skills, especially in a fast-paced environment
Excellent interpersonal skills necessary to work effectively with a variety of individuals and business partners
PowerPoint experience a plus

Consumer & Community Banking Finance Resume Examples & Samples

Develop collaborative working relationships across CTO, CTO -1, Finance, CCB Shared Services and HR teams while providing business value and transparency
Provide resource management communications, planning/forecasting guidance and coordination for core business requirements
Facilitate CTO-level, proactive monitoring of headcount, budget, financials to highlight variances and reforecast plans to stay on target
3+ years of experience with an emphasis on business / data analysis
Financial Services industry experience preferred
Bachelors or Master’s Degree in Business Management / Finance / Economics / Analytics
Self-motivated, innovative thinker with the ability to derive, formulate, and develop new concepts, processes and value added activities

Consumer & Community Banking Finance Resume Examples & Samples

Annual CCAR/ICAAP/Risk Appetite stress testing submissions for CCB, including full end to end processing and analysis, PMO coordination, responding to Corporate requests, QC and QA process
Annual Budget forecast reporting process, fulfilling Corporate deliverables and partnering with LOB teams
Responsible for completing various control checks, reconciliations, and variance analysis for all deliverables
Preparation and presentation of insightful, high quality analytics to Senior Management
Partner with the BAU and Implementation teams during month end close to ensure Corporate and senior management deliverables are met

Consumer & Community Banking Finance Resume Examples & Samples

Act as liaison with Sub-LOBs, and Corporate and Others (i.e. Challenger, KEYS, Business Control Officers, MRG)
Manage and prioritize the numerous requests and deadlines
Participate and enhance Controls/Risk environment in different areas
Learn and articulate stress forecasting processes for each LOB
Interface and coordinate across teams from Card, Mortgage, Business Banking, Consumer, and Auto/Student (i.e. PMOs, Finance P&A teams, modelers)
Organize and maintain CCAR documentation centrally for CCB so it is easily accessible for future references and regulators
Bachelors' degree required
Experiences with project management tools and software are NOT required
Perform under high stress and fast paced environment
Skilled in problem solving and analytical reasoning
Proven relationship-building skills

Consumer & Community Banking Finance VP Resume Examples & Samples

Partner strategically with Digital Leadership in all areas of financial management – delivering an annual budget with a three-year outlook, monthly reporting & forecasting, headcount & expense management
Communicate with confidence and challenge when appropriate to drive efficiencies across the organization
Enhance the cost recovery model by capturing investment detail to increase transparency for the Lines of Business
Shepherd Digital sponsored business cases from creation through approval and establish post-mortem reviews to confirm assumptions and track results against the pre-defined KPIs
Drive standardization and automation across current processes and reporting capabilities
Prepare both accurate and timely monthly reports for Digital Leadership
Provide analytical insights critical to delivering business goals & priorities
Proactively analyze trends, research issues, respond to inquiries
Establish and maintain healthy relationships with key Digital and Finance partners
Bachelor’s degree in Accounting, Finance, or related discipline
Excellent interpersonal and communication skills, both written and verbal, with the ability to influence and gain trust of executive management
Capacity to manage multiple deliverables simultaneously
Thrive in fast-paced environment
Good judgment and decision making
Excellent understanding of PowerPoint, Excel, Hyperion Essbase, and SAP

Consumer & Community Banking Finance Resume Examples & Samples

Experience in Auto business is preferred
10+ years experience in Finance, Systems, IT and/or Business Management experience
Strong analytical, interpretive and problem solving skills with the ability to interpret large amounts of data and its impact in both operational and financial areas
Strong knowledge of P&L

Consumer & Community Banking Finance Resume Examples & Samples

Minimum of 6 years of relevant experience (experience within Technology or Merchant Services a plus)
Financial planning, forecasting and investment planning experience
Shared service operating model experience
Strong data analytical skills, attention to detail
·Strong communication, influencing and relationship building skills; Ability to work well individually and partner effectively
Enthusiastic, self motivated and effective under pressure; flexibility and ability to prioritize requests and multi-task
Pro-active and problem solving mindset with demonstrated ability to identify, suggest and implement solutions
MS Excel Expertise – knowledge of functions and pivot tables required
Working knowledge of MS Office and PowerPoint required; experience with Essbase, SAP, Clarity, or Cognito a plus

Consumer & Community Banking Finance Resume Examples & Samples

Lead the build out and ongoing maintenance of the Auto Finance MIS infrastructure
Provide leadership and guidance on the development of the financial data warehouse for the Auto Retail and Wholesale/Commercial businesses
Work collaboratively with senior management and IT staff to develop reporting and business intelligence strategy for the Auto Retail and Wholesale/Commercial businesses
Manage and run the MIS infrastructure on a daily and monthly basis to support financial reporting
Develop process improvement strategies aimed at improving the overall efficiency of the financial reporting and analytics environment
Role requires close partnership with senior level IT, Risk, and Finance staff
Bachelor’s degree in Finance, Accounting, IT or financial systems discipline, MBA is a plus
10+ years of Finance, Systems, IT and/or Business Management experience
Demonstrated leadership abilities with track record of driving results through cross-functional organization
Proven experience managing a group of employees with IT, finance, and project management backgrounds
Highly motivated, self directed
Proficiency in Microsoft applications including strong Excel and VBA skills

Consumer & Community Banking Finance Resume Examples & Samples

Minimum of 4-6 years of financial/accounting management experience
Experience in Retail Financial Service/ banking industry preferred
Ability to multi-task and work autonomously within team environment
Strong knowledge of Excel and PowerPoint (i.e. use of pivot tables, macros, arrays, etc)
Ability to interrogate and interpret financial data and prepare financial reports

Consumer & Community Banking Finance Branch Scorecard Resume Examples & Samples

Participate in the monthly and annual baseline releases of the Branch Scorecard, which includes directing discussions with the technology support groups and working with partners to prioritize enhancements, develop scope and project plans, validate results and resolve issues
Assist project teams in the creation and implementation of new business requirements, new features and/or processes designed to support overall business objectives
Identify opportunities to simplify and improve the quality, content and format of the Branch Scorecard reports and tool; includes proactive interaction with other areas (e.g., Sales, Metrics & Insights, Incentives, Technology, Training) to determine business needs, build requirements and implement solutions into the monthly Scorecard process
Analyze, identify and communicate key drivers of performance including significant monthly variances in business performance
Interact with all levels of Field management (Branch, Market and Region Managers)
Participate in weekly team staff meetings
Research and assist in the decisions of field exception requests
Review and respond to website feedback, comments and questions
Displays leadership potential by being actively involved in the work prioritization and development initiatives of two technology teams, as well as managing website content and development
Bachelor’s degree in business, finance, MIS or an applicable discipline; MBA preferred
3+ years work experience in Finance, Technology/Operations, Management reporting
Ability to command respect with all levels and to influence others outside direct reporting structure
Strong working understanding of balance sheet and income statement components and how they drive financial results
Technical background with experience in management reporting
Strong analytic and communication skills (both written and oral)
Organized self-starter with ability to effectively operate in a team environment
Ability to rapidly transition from conceptual to practical application
Retail Banking and / or Chase Wealth Management experience preferred

Consumer & Community Banking Finance Resume Examples & Samples

Develop, build, and coordinate Executive Management communications including, but not limited to, department announcements, Town Halls, round tables, and newsletters, etc
Provide process and technical support for collaboration and knowledge management tools including SharePoint and FileNet
Manage and coordinate standard daily, weekly, and monthly deck deliverables
Previous experience with SharePoint, FileNet a plus
Demonstrable proficiency in Microsoft Office suite, especially PowerPoint
Proficient written and oral communication skills
Experience managing executive level presentations
Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across various complex businesses and key support functions
Detail oriented and ability to work in a fast paced environment

Consumer & Community Banking Finance Resume Examples & Samples

5+ years finance experience
Strong technical skills including
Excel/Essbase/Powerpoint
Strong communication skills both oral and written
Ability to work independently to meet deliverables in a dynamic environment

Consumer & Community Banking Finance Resume Examples & Samples

Develop financial information, analyze Mortgage Banking results and present commentary to management
Coordination of the Resolution and Recovery plans key deliverables for Mortgage Banking
Responsible for various monthly management reporting including Mortgage Banking Controller’s Book
Responsible for Legal Entity reporting and governance including rationalization and simplification initiatives
Manage the month end close process including coordination between Accounting and Finance for various reporting/forecasting purposes
Involvement with SEC and Regulatory Reporting
Provide support for various ad hoc projects and requests
Bachelor's degree in Accounting/Finance required
Minimum 2 years of accounting/finance experience required
Experience working in an environment that requires attention to detail
Ability to multi-task and coordinate multiple responsibilities within tight deadlines
Ability to work alone and in a team setting required
Knowledge of Microsoft Excel, Word and Power Point

Consumer & Community Banking Finance Resume Examples & Samples

Lead in documenting the narratives and flows related to key processes and controls within CCB, specifically focusing on Consumer and Business Banking
Lead the risk assessment and scoping process for the Consumer and Business Banking business
Bachelor's degree in Finance or Accounting required
3 to 4 years + experience in Auditing, Accounting, Internal Control and/or Finance
Big Four public accounting experience and /or CPA/CIA certification preferred, internal audit or financial reporting experience required, working knowledge of SOX 302 and 404 required
Strong understanding of internal controls, particularly internal controls over Financial Reporting
A problem solver with proven ability to evaluate processes, controls and issues to determine the inherent risks
Proven ability to communicate effectively (both oral and written), with high degree of comfort communicating with senior management, internal and external audit as well as peer groups
Strong interpersonal skills - verbal communications, written communications, with the ability to collaborate
Ability to maintain high ethical standards with a drive to achieve the right answer in difficult and/or ever changing situations
A self starter, with a drive for improvement and efficiency, thinks out of the box and is creative
Ability to work in an evolving environment, manage multiple projects and support a growing business

Consumer & Community Banking Finance Resume Examples & Samples

BS/BA in Accounting, Finance or related discipline
Minimum two years of related financial analytical experience
Detail oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
Exceptional analytical, problem solving, critical thinking, and project management skills with a proven track record of execution against deliverables
Proficiency in computer navigation and Microsoft environment. Hyperion Essbase experience preferred
Excellent oral and written communications and relationship management skills

Consumer & Community Banking Finance Resume Examples & Samples

Manage the planning, preparation and review of multiple Management reports supporting the Risk and Control Self Assessment (RCSA) program for CCB Finance and MB Finance, and the CCB Sarbanes Oxley (SOX) control program
Manage the governance, monitoring, validation, and closure of Issues and related Action Plans for CCB-Mortgage Banking Finance
Manage the planning, execution, and quality of testing for assigned processes/controls supporting the RCSA program for CCB – Controllers, inclusive of planning and testing that supports the CCB-Mortgage Banking Finance RCSA and CCB Sarbanes Oxley (SOX) control programs
Supervise staff that will be responsible for the following
Ensuring internal control reviews are planned, organized and managed appropriately
Performing detailed risk and control assessments across CCB Controllers functions and processes (to be determined & defined)
Testing the operational effectiveness of controls across CCB Controllers functions and processes
Developing recommendations to strengthen internal controls and improve operational efficiency
Performing ongoing analysis of risk trends through the development and implementation of results based metrics
Working closely with regional and / or global business and information technology colleagues across CCB as issues emerge and reporting them timely to management and other stakeholders
Establishing and maintaining strong working relationships across CCB businesses, Corporate Finance and other control groups (i.e., risk management, compliance, legal, etc.); and
Staying current with evolving industry and regulatory changes, and analyze impact to business objectives, processes, and compliance
Interaction with other CCB Finance Control Programs
The candidate must be an experienced professional who possesses strong communication skills, auditing skills, and a strong understanding of internal control systems within a financial institution. Good knowledge of the consumer retail banking business (inclusive of mortgage banking, credit card service), financial instruments and products is a plus
6 to 7 years + experience in Auditing, Accounting, Internal Control and/or Finance
BS in Accounting or Finance
Big Four public accounting experience, and/or CPA is preferred
Professional presence and mindset
Strong communication (written and verbal) and attention to detail
Minimal travel may be required

Consumer & Community Banking Finance Resume Examples & Samples

Minimum of 5-7 years of relevant industry experience (experience within Data Ecosystem a plus)
Financial planning, forecasting and investment planning and management
Policy and procedure development
Strong communication, influencing and relationship building skills; Ability to work well individually and partner effectively
Strong operational skills and able to prioritize complex set of initiatives
Ability to drive cross-functional strategies and improvements
Strong organizational and time management skills; flexibility and ability to prioritize requests and multi-task
Enthusiastic, self motivated and effective under pressure
Pro-active and problem solving mindset with ability to identify, clearly present and implement solutions
Disciplined approach to managing processes and controls with a view to improvement
Advance knowledge of MS Excel, PowerPoint, Clarity, and SharePoint

Consumer & Community Banking Finance Resume Examples & Samples

At least 7-10 years of related experience (Program Management, Financial Management, Controls)
Ability to develop and implement comprehensive systems to solve organizational improvements
Excellent interpersonal skills with the ability to successfully engage and influence a broad range of individuals across various complex businesses and key support functions including direct supervision
Ability to multi-task and adapt to changing priorities
Proven ability to work under pressure and within an environment of rapidly changing priorities

Consumer & Community Banking Finance Resume Examples & Samples

Over 3 years professional experience in handling and analyzing large amounts of data
Experience in the consolidation, review, analysis and presentation of Financials
Bachelor's Degree in Accounting, Finance, Economics, or related field
Detail-oriented and ability to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
Advanced Microsoft Office skills (Excel & PowerPoint in particular)

Consumer & Community Banking Finance Resume Examples & Samples

Become a strategic, valued partner to the CCB Finance central functions as well as to control focused organizations throughout the firm (Oversight & Control, Legal, Compliance, Risk, Internal Audit.)
Communicate key messages, recommendations and responses to senior management (e.g. CCB Controller , CCB CFO), internal audit, external auditors and regulators
Partner with CCB Finance central functions in the development of the control framework for Treasury, Planning & Analysis, Controllers, Technology Finance and Operations Finance processes
Provide guidance as to best practices for an effective internal control environment appropriate for highly regulated businesses
Facilitate the semi-annual Risk Control Self Assessment (RCSA) processes across the coverage area
Drive and perform the annual control testing across the coverage area
Monitor for and communicate new Firmwide and LOB policies and guidance to partner teams
Provide feedback and guidance on model implementation and control design
Execute business resiliency planning and testing within CCB central Finance teams
Finance, Accounting or Business four-year undergraduate degree or equivalent
3+ years public accounting, internal audit, compliance or regulatory experience
Ability to understand and interpret legal debt agreements and related documents
Desire to improve and /or reengineer processes
Strong Excel spreadsheet skills
Ability to work independently and manage multiple priorities in a fast-paced environment
Strong customer service skills & excellent business writing and verbal communication skills

Consumer & Community Banking Finance Resume Examples & Samples

Contributing to the efficiency governance program that will deliver demonstrable reductions in technology expense to the three lines of business supported; Consumer, Commercial and Commerce
Responsibility to deliver the monthly Enterprise Technology Reports with fact based analysis to highlight areas to focus efficiency activity on
Develop cost/consumption drivers, metrics and KPIs to ensure tracking to targets
Creating the Tech. QBR and other Adhoc reports for Executive reviews in Payments Business, Technology and CFO
Full familiarity of Enterprise Technology cost of ownership data and tool set. – become the Subject Matter Expert and leverage this extensively in program
Partner with technology, business and finance to enable financial transparency and identify expense management opportunities
Driving data accuracy, quality and completeness – perform root cause analysis for inaccuracies and formulate/execute mitigation plan with broad collaboration
Promoting the program across Payments Business and Technology. Increase top-down adoption to support efficiency & optimization goals
Strong analytical capabilities – apply business analysis and expertise
Ability to drive successful achievement of goals and objectives
Capable of easily maneuver through the business, technology and finance landscape
Ability to cater reporting and explanation of facts to both technology as well as business partners
A good understanding of IT business model, TCOA, expense chargeback process
Possess strong client relationship skills – ability to not only engage with internal FinTech. practitioners but also with leaders in technology and business
Experience in Finance and/or Technology Business Management
Financial Chargeback, including familiarity with GL and cost recovery
Strong Excel, modeling skills, PowerPoint and TBM Tools