Customer Finance Resume Samples

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J Stroman

Jillian

Stroman

689 Florence Mountain

Boston

+1 (555) 387 0047

689 Florence Mountain

Boston

Phone

p +1 (555) 387 0047

Experience Experience

Boston, MA

Customer Finance Analyst

Boston, MA

Christiansen-Kub

Boston, MA

Customer Finance Analyst

Work with Customer Category Managers and Customer Business Leads to prepare and present all aspects of the monthly trade scrub
Work in revenue reporting systems and trade management system to pull information for reporting and analysis
Provide financial and business analysis on Customer Business Team activities and initiatives, including Go to Market initiatives and incremental sales programs
Controls & Process Improvements
Developing amazing relationships with key stakeholders/business partners internally and externally
Customer Performance Analysis & Reporting
Support the Customer Business Team to manage to their budgeted spending levels and ensure overspends are avoided

Boston, MA

Customer Finance Manager

Boston, MA

Zulauf, Smith and Gottlieb

Boston, MA

Customer Finance Manager

Create, drive and execute financing solutions to key customers and independent dealers
Perform financial study and develop business case to assess new business opportunities
Provide financial support for Customer/Channel groups to plan/control/manage their budget for marketing, operating and capital expenses
Manage and execute financing discussions / negotiations with banks, independent dealers, key customers, etc
Perform marketing rebate forecast for BP and RE routines
Assist Customer/Channel groups in financial analysis for decision support purpose to ensure effective marketing investments
Assess and mitigate the (credit) risks in the provided financing solutions

present

Chicago, IL

Business Administrator Customer Finance

Chicago, IL

Abbott Inc

present

Chicago, IL

Business Administrator Customer Finance

present

Development of accounting setup in group leasing system together with Financial Control
Development of internal reporting package to CF stakeholders
Accounting and reporting in CC9804 and CC6441, including monthly closing procedure
Ensuring compliance with accounting standards and guidelines
Netting responsible for CC9804 and CC6441
Budgeting, planning and forecasting
Accounting, financial controlling (incl. reporting) for Sandvik Credit South Africa Pty Ltd as well as back office back up for that entity

Education Education

Bachelor’s Degree in Finance

Indiana University

Bachelor’s Degree in Finance

Skills Skills

Attention to detail, organization, reliability and follow through
Excellent analytical skills
Strong computer skills, show propensity to learn new programs quickly. Software includes but is not limited to: MS Excel, MS Access, AS400, Advanced MS Excel skills with experience using and creating Pivot Tables, VLOOKUP, IF Statements, and Conditional Formatting
Solid customer service skills and problem solving skills
Experience, working knowledge of sales or customer service, and deductions and credits
Strong computer skills, show propensity to learn new programs quickly. Software includes but is not limited to: MS Excel, MS Access, AS400, Accenture CAS, Advanced MS Excel skills with experience using and creating Pivot Tables, VLOOKUP, IF Statements, and Conditional Formatting
Ability to present to small groups
Strong interpersonal and communication skills, both written and verbal
Well-developed problem solving skills
Excel or other MS software experience

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15 Customer Finance resume templates

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Customer Finance Manager, CPG Resume Examples & Samples

Creates and implements processes and tools used in financial controls. Develops and distributes all required business unit or department reporting. Establishes report content, format, frequency and distribution schedules, and convenes review meetings. Ensures integrity and managerial usefulness of operational and sub-system reports. May develop and implement training programs in cost/price and financial analysis and auditing. May participate in or lead cost and price discussions with external or internal parties
Works with cross-functional teams to set targets, develop plans, conduct analyses, measure results and improve processes. Consults with senior management to present data, propose solutions and identify opportunities for improvement
Applicable industry experience (5 years)
Making recommendations to decision makers (5 years)
Project management (3 years)
Ability to develop and maintain effective working relationships
Business analysis skills, with the ability to see implications and provide consultative solutions and recommendations

Customer Finance Manager Resume Examples & Samples

Prepare by-customer P/L quarterly to track sales volume/mix/contribution margin, and analyze variance between plan and actual results
Conduct pricing analysis for global/national foodservice customers, and ensure all the process and results are in compliant with the Corporate guidelines
Assist Customer/Channel groups in financial analysis for decision support purpose to ensure effective marketing investments
Provide financial support for Customer/Channel groups to plan/control/manage their budget for marketing, operating and capital expenses
Perform marketing rebate forecast for BP and RE routines
Prepare Request for Approval (RFA) for marketing commitments requiring BU, Asia Pacific Group or headquarter approval per local chart of authority
Provide “consulting” service for day-to-day business operations to Customer/Channel Groups in terms of accounting, internal control, tax and legal matters/regulations, closely working with other functions primarily responsible for each area both at BU and Corporate level
Perform financial study and develop business case to assess new business opportunities
Higher financial/business education
Minimum 5 years of working experience in the area of finance and/or accounting
Excellent financial analysis and Excel skills
Influential communication and interpersonal skills in Japanese and English
Self-sufficient and proactive
Capable for analyzing from a wide perspective as well as foreseeing potential risks and issues in detailed process

Customer Finance Analyst Resume Examples & Samples

Prepare credit/debit memo requests and issue adjustments as directed
Provide backup information for Accounts Receivable (A/R) adjustments
Assist Managers in establishing an accurate forecast of cash receipts
Serve as a trainer for other hourly, weekly or temporary personnel as requested
Work on special projects and other assignments, as needed
SAP experience preferred; 2 yrs minimum in A/R, deductions, credits applications
Spanish fluency a must
Must be self-motivated, possess decision-making abilities, and require little supervision
Ability to handle difficult situations in a professional manner
Possess excellent computer skills, including experience with MS Excel and MS Word
Possess excellent oral and written communication skills

Customer Finance Aged Debt Executive Resume Examples & Samples

Key Account Management: Proactive administration of cash collection in line with payment terms & process flows for respective accounts and prompt retrospective chasing of overdue invoices in line with targets
Ensure all processes are followed to facilitate effective processing of deductions and give consistent ways of working across the team
Communicate in a timely manner and work with appropriate functions to ensure deductions are cleared or recovered
Ensure prompt reconciliation of credits with deductions
Business partner the Sector Controller and NAM’s to ensure we work together to manage their accounts ledger and debt
Non Key Customer Management: Debt reviews will be carried out to facilitate the interaction with the sales teams and other interested parties i.e sales finance
Build cross functional relationships: Working with the Key Business Partners listed above; develop strong two way relationships through consistent and regular communication via a mix of formal weekly meetings and ad-hoc discussions as required
Manage the team to resolve, recommend course of action to clear aged debt and implement processes and procedures to mitigate future occurrence of long term aged debt
Audit & Control: Responsible for, accurate and complete, record retention in line with company policy. Ensure SOX controls are met by providing documented justification for the processing of all manual credits
Educated to degree standard or with equivalent experience
Business Partnering & Understanding Others
Effective communication to varying audiences
Strong Influencing skills
Good numerical, analytical and logical reasoning skills
Hands on experience in Microsoft office applications
Experience in FMCG company would be beneficial
Experience in a customer facing role
Experience in order to cash environment is preferred
Fluent English - both written and spoken

Customer Finance Analyst Consumer Resume Examples & Samples

Responsible for monthly CIW (Trade Investment) reporting preparation and analysis
Working with the distributors and Business IM to ensure CIW data quality and reporting timeliness
Responsible for CIW and Trade Promotion purchase order creation and credit & debit note management
Responsible for customer sales reporting to EMEA regional management
Developing and improving CIW (Trade Spend) reporting and other internal reports
Responsible for CIW spend and accrual reconciliation
2-4 years of Financial Reporting & Analysis experience
Team player and able to take a leadership role when required
Open to new things and challenges
Experience with accounting and reporting systems (SAP, Cognos) and basic understanding of Excel Visual Basic preferred
Analytical thinker with business acumen and the ability to think strategically and creatively
Process development and project management skills preferred
Good time management skills, ability to set priorities
Strong communication and presentation skillsFinance

Customer Finance Manager Resume Examples & Samples

4+ years of solid business experience, including accounting, finance, FP&A and sales, interacting with sales & marketing
Advanced knowledge and experience with financial concepts and reporting
Advanced understanding of consumer products businesses and go-to-market trade strategies and channel issues
Extensive experience in analyzing and integrating multiple data sources into a useful decision format, interprets data, identifies issues/opportunities, and provides solution finding leadership
Demonstrated ability to work across disciplines and customer teams to generate new processes and/or resolve issues
Excellent leadership/team building skills; excellent interpersonal skills; strong facilitation and conflict resolution skills
Very comfortable making judgment calls and decisions in an atmosphere of uncertainty and imperfect information
Advanced written and oral communication skills
Knowledge and experience of creative problem solving methods and ability to facilitate small group ideation sessions
Expertise in prioritizing and managing multiple projects/areas of responsibility simultaneously
Technical expertise with Tradewinds, Nielsen/IRI and Excel
Ability to successfully represent Hershey with external partners and customers
Ability to travel 5 - 15%
BA/BS in Accounting, Finance, Business Administration, Marketing or Equivalent degree
Minimum 4 Years’ experience in Sales Finance, Marketing Finance, Financial Planning and Analysis

Customer Finance Resume Examples & Samples

Entry and management of trade events and customer credit memos (DCMR’s) in the trade management system
Investigate the trade deduction portfolio to reconcile the assigned accounts
Experience, working knowledge of sales or customer service, and deductions and credits
Strong computer skills, show propensity to learn new programs quickly. Software includes but is not limited to: MS Excel, MS Access, AS400, Advanced MS Excel skills with experience using and creating Pivot Tables, VLOOKUP, IF Statements, and Conditional Formatting
Attention to detail, organization, reliability and follow through
Demonstrated interpersonal and communication skills, written and verbal
Bachelor’s degree in Finance or Accounting or equivalent work experience
Strong interpersonal and communication skills, both written and verbal

Customer Finance Analyst Resume Examples & Samples

Review and coding of outstanding deductions
Investigate the OS&D claims to reconcile the assigned accounts
Solid customer service skills and problem solving skills
Excel or other MS software experience
Well-developed problem solving skills
Ability to present to small groups

Customer Finance Manager Resume Examples & Samples

Strong relationship management; act as the key interface between Customer Development and Finance. Develop, and build key business relationships, and utilize influencing skills to engender greater collaboration across respective teams
Continuously improve the financial management of the relevant work-streams to enhance the quality, efficiency and effectiveness of financial reporting through the evaluation of key commercial drivers, identification of risks and opportunities, review and oversight of project reporting structures, and presentation of high-quality financial analysis
Work alongside business to set appropriate business performance measures aligned to P&L to directly influence financial outcomes. Provide regular financial analysis to monitor, assess, and communicate results to executive management
Lead Revenue Growth Management (RGM) work within MENAP by working with the EMEA RGM team and with the MENAP Commerical and Marketing teams to
Provide reporting and commentary on lead customer performance to regioanl EMEA Commercial Development
Advise Management of the financial impact of sales performance, commercial issues, project outcomes, and new business opportunities through the research, development, and recommendation of appropriate resource allocation and ensure compliance with Corporate Policies
Support internal, external and customer audit requirements as necessary
Work with the Shopper Marketing Team on consolidated promotional event forecasting and relevant trade spend allocation to ensure maximum return on investment
Ability and interest to travel extensively in the region
Trade spend or budget management across multiple territories with third party distributors
Strong negotiations skills
Strong financial process and management skills
Must be capable of thinking strategically
Strong innovative skills
Must be able to work well in cross functional teams, both as a team player and a team leader
Excellent interpersonal skills, with the ability to lead through influence
Strong skills in managing complexity
Strong problem-solving skills
Results driven
Experience working with quantitative & qualitative Research
Experience in new business development
Proven track record in developing category strategy & putting it into excellence in execution and performance
Working experience with Innovation projects, acquaintance with innovation tools & methods
Skilled in Word, Excel and Power Point
Strong analytical thinking
Strong written and oral communication skills and presentation skills
An aptitude for innovation
Well-structured, focused & setting clear priorities
Proven self-starter with strong initiative, enthusiasm for business, and results orientation
Ability to think strategically and creatively
Process and project management skills
Open to new thing
Feedback – Receiving & Giving feedback ability
Organizational Skills – Able to manage periods of heavy and conflicting demands
Proactive & Self confidentSelling Consumer

Finance Manager, Customer Finance Resume Examples & Samples

Greater than five years of experience with progressive management responsibilities
Previous financial experience in CPG / Manufacturing environment required
Previous experience working within Food Service / FAFH required
Experience with SAP or other ERP system (business intelligence) a plus

Customer Finance Manager Resume Examples & Samples

Create, drive and execute financing solutions to key customers and independent dealers
Manage and execute financing discussions / negotiations with banks, independent dealers, key customers, etc
Set financing targets and plans to achieve the commercial targets for the assigned markets, i.e. making sure that financing is an integral part in the sales process
Establish, develop, and maintain a network among local and foreign banks, ECA’s, private insurance companies, etc. to facilitate the commercial targets of customer financing in your assigned markets
Assess and mitigate the (credit) risks in the provided financing solutions
Support the Director Customer Finance & Risk to develop the team and the finance offering
University degree, ideally an advanced degree such as an MBA from a recognized university
Minimum 5 years of export/trade, sales or structured finance experience gained with a financial institution or large exporter
Proven credit/financial analytical experience
Experience working in an international and multi cultural environment
Experience from leading teams is an added value
Experience of working in the commercial vehicle and/or construction equipment industry (optional)
Solid knowledge from trade/export financing and/or asset based financing
Target-driven, self-motivated and willing to take on responsibility
Analytical ability, including credit analysis
Good negotiation and commercial skills
Excellent spoken and written English skills
High standard of professionalism and operate with integrity
Team player and ability to network effectively across a diverse customer base and to build enduring relationships across functional and geographical areas

Customer Finance Manager Europe Resume Examples & Samples

Very comfortable with Financial KPIs and reading financial statements
Logical approach to evaluation of risk; focused on Solutions
Able to provide clear and fact-based analysis to support a proposed course of action
Solid spreadsheet skills including building simple cash flow models
Solid IT skills… MS Excel, Term Sync, CRM, JDEdwards or ability to learn
Financial qualification and experience in Credit Control and/or Business Advisory
Knowledge of common payment methods and accounting differences across Europe
European language(s) a distinct benefit

Customer Finance Analyst Resume Examples & Samples

Customer Performance Analysis & Reporting
Provide financial and business analysis on Customer Business Team activities and initiatives, including Go to Market initiatives and incremental sales programs
Play an integral role in the preparation of internal/external analysis used for customer presentations
Support the Customer Business Team in risk and opportunity assessment
Indirectly support daily revenue reporting and ensure data integrity available for daily reporting
Ad hoc financial analysis and reporting, including occasionally forecasting/analyzing customer profitability
Work in revenue reporting systems and trade management system to pull information for reporting and analysis
Trade Scrub
Work with Customer Category Managers and Customer Business Leads to prepare and present all aspects of the monthly trade scrub
Support the Customer Business Team to manage to their budgeted spending levels and ensure overspends are avoided
Controls & Process Improvements
Provide advice and counsel to Customer Business Team on trade spending policies and procedures. Proactively ensure on-going trade policy compliance through the execution of quarterly trade scrubs and monthly trade spending reporting
Ensure efficient systems and processes exist to facilitate financial planning, analysis and reporting to Customer Business Team & Kraft Heinz
Support Customer Business Team in validation of trade rates and funding in trade management system Support validation of customer incentive program payments (Co2Co, VIP, CORE, PVA’s etc.)
Completed Bachelor’s degree
Completion/progression towards an accounting designation or a graduate business degree (CMA/CGA/CA/MBA) preferred
Possess updated knowledge with Accounting principles
Strong analytical skills specifically in finance
Excellent Computer Skills. Proficiency in Microsoft Powerpoint and Excel
Strong and inclusive communication skills at all levels of the organization
Experience providing portfolio strategies advice and council to stakeholders
Ability to maintain a high level of confidentiality
Proven organizational and planning skills

Customer Finance Senior Team Leader Resume Examples & Samples

Primary Financial advisor to the VP, General Manager – Canada and the Canadian leadership team. Provide financial advice and counsel on all pertinent business matters by supplying ongoing, timely, and meaningful financial analysis, both routine and as needed of business results, trade promotion, A&CP, and other expenses
Be a source of business knowledge and problem-solving capabilities to assure sound analyses, recommendations, and actionable programs that arise across a wide range of business opportunities
Lead a highly effective finance team that delivers value to the organization with expert financial analysis, business consulting services and management of effective business planning, forecasting and internal control processes.　
Foster a highly productive energetic environment in which smart risk taking and bias towards action is encouraged and rewarded
Provide work direction for direct deputies to ensure effective completion of all team tasks while providing a learning environment that encourages challenging work assignments and personal growth
Provide management oversight for the annual Customer Business Planning, A&CP and Trade Spending processes within Canada to ensure timelines are met, plans are delivered and spending is efficient.　 Identify opportunities to make the processes more efficient and effective.　
Track and evaluate Canada financial and share performance versus budget/forecasts and provide status updates to the Canadian Leadership Team including an analysis of change and recommendations for plan adjustments needed to deliver team objectives
Support functional activities per the direction of the NA Customer Development Finance Sr. Director to enhance the effectiveness of the NA financial support for Customer Development and brand marketing teams and the systems and tools employed
Ensure application of efficient and effective financial and operating controls within the Corporation.　 Promote sound internal control programs and support the Corporation's requirement for strong central financial control by reporting, to the NA Customer Development Finance Sr. Director, whenever Corporate Financial Policies or Instructions are not being followed or appear inappropriate, inadequate or out-of-date
Demonstrate a commitment to delivering breakthrough value by proactively presenting ideas to generate incremental, profitable, predictable and sustainable sales
Drive action and inspire change across functions through strong collaboration and communication
Be a strong people manager who is passionate about coaching talent and building high performing teams
8 – 10+ years proven and progressive experience in Customer Development / Analysis / 　Finance.　
Strong interpersonal, communication and presentation skills
Demonstrated leadership skills to implement team-based involvement while driving organizational goals
Exceptional ability to influence without authority
Strategic thinker willing to operate outside his/her comfort zone and has the courage to challenge the status quo
Passion to be an integral partner to the business and leadership team
Strong personal impact and communications. Ability to bring insights, support discussion and debate across the organization on key strategic issues, and generate ideas and creative frameworks
Strong interpersonal skills along with influence and change management skills.　 Ability and credibility to establish a strong network with other business unit Finance leads and business leaders
KC Consumer Business Analysis experience that enhances the incumbents network of contacts, resources, and understanding of the staff environment is desirable
Passion to be an integral partner to the business.　 Role and environment requires a person that will be an active member of the Customer leadership team

Regional Customer Finance Manager Resume Examples & Samples

Business Partnering for commercial team requiring exceptional business acumen and financial knowledge. Driving sales business decisions (especially trade spend) with financial insights
Support and challenge commercial teams in analyzing and implementing business decisions with focus on growth and margin improvement opportunities
Ownership and full understanding of all dimensions of the P&L
Educational Background in Finance / Economics, CIMA qualification would be an asset
Excellent business acumen and commercial understanding, customer and market knowledge
Ability to support and challenge commercial teams in achieving financial commitments and influence business decisions – be a key person at the decision table
Excellent communicator able to build strong working relationships

Manager, Customer Finance Resume Examples & Samples

Analyze, price, and structure finance transactions
Interface with Underwriters, JBT Sales Reps and Managers
Coordinate Financing with Customers, Banks, JBT Sales Staff
Identify and qualify financial transactions per JBTEF criteria
Manage of transactions through the funding process
Accounting, Finance or Business Degree
5 – 10 years’ experience in banking and/or lending
Understand basic financial statements
Understanding of all of the key elements of Credit and the Credit Process
Advanced pricing skills; HP12C, TValue, SuperTRUMP and/or InfoAnalysis

Director of Customer Finance Resume Examples & Samples

Seeking Export Credit Agency support for bids including optimising the supply chain and supporting post-award documentation administration
Advising commercial teams on contract terms arising from project financing requirements
Acting as an in-house financial adviser to our IES business in structuring and financing existing and future investments, including the use of limited- or non-recourse financing, reserve based lending, co-investment and other financing techniques
Working with business units to assess the viability of proposed projects and working with clients and their financial advisers to develop financing solutions that ultimately lead to contract awards to Petrofac
Maintaining and developing a network of contacts with Export Credit Agencies, multilaterals, development banks and relationship banks, and monitoring changes in the financial markets so that we can adapt to market conditions
Liaising and negotiating with lenders, investors, advisors, lawyers, senior Petrofac staff and clients
Training and educating individuals within the business development function to deliver support for its bids
The ability to develop strong working relationships across a large company and to apply intuition, experience and judgment to make sound business decisions
Confidence and strong presentation skills and a hands-on, down-to-earth approach
Excellent oral and written communication skills in English, additional language skills would be beneficial
A self-motivated and team orientated attitude with a willingness to support the broader Group Treasury function

Customer Finance Resume Examples & Samples

Strong computer skills, show propensity to learn new programs quickly. Software includes but is not limited to: MS Excel, MS Access, AS400, Accenture CAS, Advanced MS Excel skills with experience using and creating Pivot Tables, VLOOKUP, IF Statements, and Conditional Formatting
Bachelor’s degree in Finance or Accounting, or related Business degree
1-2 years relevant experience preferred
Excel and other MS software experience

Associate Customer Finance Resume Examples & Samples

Reviews all orders that come on automatic credit hold to evaluate whether they can be released or need to be escalated according to Customer Finance Policy guidelines
Responsible for collections and resolution of all past due items, including disputed items
Works directly with wholesalers as well as other Amgen departments to understand disputes and either get them resolved through credit memos or collection from the wholesaler
Escalates to Sr. Manager when unable to collect/resolve
Responsible for clearing and resolving all old credits
Prepares monthly cash forecast for US receivables collections
Prepares monthly reports on past due invoices and deductions and reviews with management
Works with Cash Application group and/or wholesaler to reconcile accounts when needed
Responsible for documenting collection efforts within software tool and following up with wholesalers and internal departments to fully resolve open past due A/R
SAP system expert for Customer Finance
Participate and contribute in SAP improvement projects
5% domestic travel is possible
Customer Service or Customer Finance (commercial credit and collections) experience
Understanding of financial statements and financial ratios
Akritiv (collection and dispute resolution software) experience

Analyst, Customer Finance Resume Examples & Samples

1 or more years in financial planning and analysis is required (if you are an internal employee, we will consider an internship in Finance)
Experience in the Consumer Packaged Goods Industry is preferred
Knowledge of consumer products, promotional strategies, retailer structure, trade funds management systems, and budget management, creativity and innovation is a plus
Advanced Excel is required (V-Lookups & Pivot Tables)
Experience working with Oracle proprietary systems and/or Trade Promotion Management and Optimization is preferred

Business Administrator Customer Finance Resume Examples & Samples

Full business administration responsibility for customer finance entitiy Sandvik Credit Pty Ltd (Australia)
Accounting, financial controlling (incl. reporting) for Sandvik Credit South Africa Pty Ltd as well as back office back up for that entity
Accounting and reporting in CC9804 and CC6441, including monthly closing procedure
Year-end audit preparation and participation in audit for CC9804 and CC6441
Netting responsible for CC9804 and CC6441
Ensuring compliance with accounting standards and guidelines
Budgeting, planning and forecasting
Group KPI and Internal Reporting (global tasks)
Setup and maintenance of new reporting package in Qlikview for Customer Finance Group
Monthly KPI reporting for Customer Finance Group
Data gathering, consolidation and presentation in monthly CF KPI report
Development of internal reporting package to CF stakeholders
Development of accounting setup in group leasing system together with Financial Control