Finance & Business Management Resume Samples

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AM
A MacGyver
Aric
MacGyver
6692 Jordi Crossing
New York
NY
+1 (555) 513 7359
6692 Jordi Crossing
New York
NY
Phone
p +1 (555) 513 7359
Experience Experience
Detroit, MI
TS CS&I Finance & Business Management
Detroit, MI
Shanahan, Schmidt and Stoltenberg
Detroit, MI
TS CS&I Finance & Business Management
  • Assist in key sales finance initiatives including Global account planning, deal control/revenue realization, attrition and compliance reporting
  • Communicate global initiatives to Business Management community and act as liaison to compile feedback and status of sales initiatives
  • Analyze TS Sales scorecard performance and their components for outliers, trends and themes
  • Responsible for ensuring data accuracy and assisting in data testing and migration between CRM platforms and data warehouses
  • Assist with the annual target setting and allocation process. Will include interaction with sales execs, product and finance partners
  • Hyperion Essbase and Paragon planning software a plus
  • Drive strategic analysis, such as top client reviews, coverage strategies with the broader banking teams, and pipeline analysis
Boston, MA
Manager, Finance & Business Management
Boston, MA
Wehner, Beier and Harvey
Boston, MA
Manager, Finance & Business Management
  • Partner with stakeholders in establishing cost targets and in gaining alignment on program objectives and financial targets
  • Foster continuous improvements in communication and alignment with Global, Regional and brand stakeholders to better influence planning choices
  • Monitor performance against fiscal plans and prepare estimate updates, with key focus on SMA&P spend
  • Collaborate with the North America Controller’s team on the preparation, consolidation and reporting of the monthly channel and product category estimates
  • Support strategic planning efforts for Online, Canada and Puerto Rico to ensure that our business objectives are aligned and that decision making is supported with sufficient and comprehensive analysis
  • Collaborate on the development and consolidation of fiscal year plans and estimates in line with financial targets and corporate growth expectations
  • Direct staff and personal efforts to provide financial support to each of the business areas. Specifically, support the Field Sales, Sales Operations and Education teams with creation of budgets, establishment of spending goals, monitoring and reporting of results and scenario planning
present
Los Angeles, CA
CIB Global Finance & Business Management Senior Country Business Manager for Middle East & Turkey
Los Angeles, CA
Botsford Inc
present
Los Angeles, CA
CIB Global Finance & Business Management Senior Country Business Manager for Middle East & Turkey
present
  • Work with senior business managers to organize client and business events
  • Manage, develop and guide staff across the support functions
  • Develop, mentor and train junior staff to be the future leaders at JPMorgan
  • Drive completion of the client on-boarding process, adjustments to the operating model and the remediation/renewal efforts
  • Manage the controls agenda, partnering with product resources, as necessary (credit, operational, market risk monitoring)
  • Track client agenda including performance/client planning
  • Act as senior liaison for any client event management for events (e.g. Middle East Leadership Forum)
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Oregon State University
Bachelor’s Degree in Accounting
Skills Skills
  • Has a keen sense of attention to detail and delivers high quality results
  • Strong communication style
  • Professional client handling and relationship building
  • Ability to navigate complex technology systems
  • Full competency in diary management, can apply good judgment and has an understanding of competing priorities and conflicts, solution orientation
  • Extensive Diary Management to 1 MD and 4 ED’s
  • Management of expense processing through Concur, reimbursement and account reconciliations
  • General administration duties (Room bookings, filing, faxing)
  • Partnership with Assistants across the group to provide coverage for absence
  • Exhibits a positive, constructive attitude and a calm and composed manner. Ability to work in pressured environment and partner effectively with peers. Exhibits high levels of punctuality and reliability
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8 Finance & Business Management resume templates

1

Cib-treasury Services Finance & Business Management Internship Resume Examples & Samples

  • Advanced Excel and PowerPoint Skills
  • Ability to organize and prioritize, and seek guidance in managing multiple priorities
  • Desire to work in a dynamic and growing business in a key emerging market
  • Graduation in June 2015 or later
2

TS CS&I Finance & Business Management Resume Examples & Samples

  • Analyze and Publish weekly and monthly financial reporting for TS Global Sales. Reports include new sales performance, pipeline data, client attrition and win loss analysis
  • Create presentations that help communicate sales performance and strategic vision to the global sales community. Includes summarizing deal highlights, sales forecasting and progress against initiatives
  • Communicate global initiatives to Business Management community and act as liaison to compile feedback and status of sales initiatives
  • Assist with the weekly Executive Decision Making Committee (DMC) meetings by creating financial models to evaluate our largest, most critical deals for profitability, risk tolerance and compliance
  • Assist in key sales finance initiatives including Global account planning, deal control/revenue realization, attrition and compliance reporting
  • Analyze TS Sales scorecard performance and their components for outliers, trends and themes
  • Drive strategic analysis, such as top client reviews, coverage strategies with the broader banking teams, and pipeline analysis
  • Responsible for ensuring data accuracy and assisting in data testing and migration between CRM platforms and data warehouses
  • Assist with the annual target setting and allocation process. Will include interaction with sales execs, product and finance partners
  • Strong MS Office skills with an emphasis on Excel and PowerPoint
  • High level of resourcefulness and passion for problem solving
  • Ability to convert large amounts of data into meaningful, actionable analysis
  • Team player who positively influences peers by leading through example
  • Hyperion Essbase and Paragon planning software a plus
  • Knowledge of Treasury Services products
  • Bachelor’s Degree in Finance, Accounting or Economics
  • 3+ years professional experience in corporate finance
3

Finance Business Management Resume Examples & Samples

  • 3+ years of Consumer Financial Services experience, Auto Finance experience preferred (loan and Lease)
  • Experience with Compliance/RCSA and Phoenix system preferred
  • Strong interpersonal skills with ability to interact with all levels of management
  • Strong teamwork and negotiation skills
  • Self-directed; ability to work autonomously to meet deadlines, as well as work effectively in teams/cross functional groups
  • Computer Skills, including Word, Excel and Powerpoint
4

Manager, Finance & Business Management Resume Examples & Samples

  • Evaluating investment choices and levels, ensuring investments support brand and regional strategies, are aligned with the greatest growth opportunities, meet profit objectives and best maximize ROI. Including post-investment evaluation of resource allocation to determine if desired results were achieved
  • Direct staff and personal efforts to provide financial support to each of the business areas. Specifically, support the Field Sales, Sales Operations and Education teams with creation of budgets, establishment of spending goals, monitoring and reporting of results and scenario planning
  • Collaborate with the North America Controller’s team on the preparation, consolidation and reporting of the monthly channel and product category estimates
  • Support Regional Finance initiatives and implementation plans, serving as a subject matter expert for the Clinique brand and for specific business areas (e.g. Sales and Education). Ensure planning tools meet evolving needs
  • Foster continuous improvements in communication and alignment with Global, Regional and brand stakeholders to better influence planning choices
  • Partner with stakeholders in establishing cost targets and in gaining alignment on program objectives and financial targets
  • Support strategic planning efforts for Online, Canada and Puerto Rico to ensure that our business objectives are aligned and that decision making is supported with sufficient and comprehensive analysis
  • Collaborate on the development and consolidation of fiscal year plans and estimates in line with financial targets and corporate growth expectations
  • Monitor performance against fiscal plans and prepare estimate updates, with key focus on SMA&P spend
  • Prepare, analyze and distribute direct contribution P&Ls for key launches, franchises and product lines. Develop new reporting in conjunction with A&P team members to best monitor performance and track progress against financial and strategic objectives
  • Ensure branded planning decks, tools and budgets are fairly stated, and that planning materials are granular including launch, franchise, product line, key account and door distribution strategy details to facilitate meaningful and efficient analysis and reporting
  • Lead, train and oversee Finance team members responsible for business analysis and insights
  • Prepare and issue Channel and Product Category P&Ls (in partnership with the Gross Margin team) and prepare supplemental reporting, variance analyses, commentaries, etc
  • Prepare and/or evaluate forecast reconciliations and usage plans for promotional inventory, collateral, In Store Visual and Special Events to ensure these expenses and investment levels are aligned with brand strategies, best complement media and marketing investments and are NOP-accretive. Ensure financial models are aligned with usage plans and investment levels
  • Undergraduate degree in finance/accounting
  • 5 years plus experience in finance, accounting or analysis required
  • Experience in a fast moving consumer products industry, retail or grocery a plus
  • Excellent analytical skills required and strong Excel/access/database skills necessary
  • Ability to collaborate and drive cross-functional consensus and strong communication and presentation skills necessary
5

Corp Finance & Business Management Resume Examples & Samples

  • Existing relationships and networks within JPMorgan CIB community an advantage
  • Strong depth and breadth of knowledge across multiple asset classes
  • Effectively build relationships with key stakeholders
  • Established track record of delivery in a complex environment
  • Excellent working knowledge of MS Excel (Pivot tables, v-lookups) and PowerPoint, Microsoft Access desirable
  • The position is based in Delaware however specialist may be required to be available during UK hours at month end
6

Corp Finance & Business Management Resume Examples & Samples

  • Proactive and enthusiastic team player who will thrive in a dynamic and changing environment
  • Possess strong attention to detail and analytical problem solving skills
  • Excellent interpersonal, relationship management, and communication skills
  • Aptitude for consuming large amounts of data quickly and apply acquired knowledge to improve and execute responsibilities
  • Ability to critically challenge with the goal of identifying control issues
7

Manager Finance & Business Management Resume Examples & Samples

  • Capital investments (Counters, Line Testers, etc.)
  • Door segmentation and P&L analyses
  • Advertising, Promotion & Marketing Deck investments
  • Monthly reporting / dashboards
  • Finance / Accounting degree
  • Position requires 5+ years of related work experience, preferably in Beauty or Consumer Packaged Goods and/or Management Consulting
  • Strong quantitative and analytical skills, and strong written, oral, and presentation-based communication skills required
  • Proven problem-solving capabilities and strong oral, negotiation and presentation skills required
  • Ability to work under pressure, to multitask, to work independently and to manage one’s own work streams required
8

CIB CAO Finance & Business Management Resume Examples & Samples

  • Solid organizational skills and ability to prioritize
  • Excellent multitasking/prioritizing skills and ready to deliver under a challenging environment
  • Interacts effectively with peers and senior management
  • Process-oriented with focus on continuous streamlining/improvement
  • Possesses the ability to research issues/problems & focuses on a ‘solution-based’ approach to their work environment
  • 3 to 5 years of experience in finance/accounting, preferably in the financial services industry, P&A or CFO experience a plus
  • Excellent PC skills, including Excel and Access, as well as the ability to master the JPM internal financial systems (SAPCO, FDW, Paragon, Essbase, CIB Reporting)
  • Experience with management reporting, management information systems
  • Superior communication skills, both oral and written
  • BA in Finance / Accounting
9

VP-is & Securities Processing Tech Finance & Business Management Resume Examples & Samples

  • Expense and headcount reporting against plan/ outlook, variance analysis, tracking movements across functions/ individual business
  • Partner with technology and the Controller function to manage the CTO groups General Ledger
  • Tracking and forecasting of headcount, clearly articulating the drivers for growth/shrink in line with strategy that has been defined by the CTO
  • Partner with technology to build a financial plan and forecast within the parameters of business, location and vendor strategy
  • Support both global and regional finance reporting requirements
10

VP-equities Tech Finance & Business Management Resume Examples & Samples

  • Month end activities includes tracking, incorporating movements/ changes, data aggregation, validations, mappings and enabling reporting from PPM
  • Monthly EMR review with CTOs with analysis highlighting risk and opportunities across Plan/Forecast
  • Experience in Banking / financial services industry and working with global stake-holders
  • Strong analytical skills, effective communication abilities, proven track record of working well within teams and ability to interact with people at different levels and across countries
11

CIB F&bm-finance & Business Management Resume Examples & Samples

  • Conducting risk assessments to identify areas requiring detailed testing
  • Leading and participating in QA reviews, including developing testing strategies, executing testing, analyzing results, communicating findings to management, and obtaining corresponding action plans
  • Working with LOB and functional QA teams to facilitate consistent risk assessment and testing approaches
  • Participating in relevant governance forums and meeting regularly with Audit and Finance Control partners
  • 3+ years related experience
  • Knowledge of US Regulatory and SEC reporting requirements, external reporting control concepts, and/or financial services and related products
  • Ability to Challenge the status quo while maintaining relationships
  • Strong interpersonal skills, including the ability to lead and influence more senior stakeholders
12

CIB CAO Finance & Business Management Resume Examples & Samples

  • Partner with Operations and Technology CFOsin constructing the multi year efficiency agenda and communicating progress against plans
  • Provide Senior Manager proper management reporting, communication and client reporting, focusing on the overall business unit performance against objectives. Proactively highlight issues and risks to the objectives, derive solutions and drive remedies to completion
  • Ensure processes are in placeto provide the proper level of transparency on expenses
  • Drive large scale productivity agendas.Identify areas of cost savings opportunity across the organization
  • Continuous review of processeswith the goal of providing timely and accurate Management Reporting
  • Provide insight and transparencyaround the technology expense base, delivery schedule, and efficiency and resource agendas
  • Experience with Finance and Accounting a must
13

CIB Global Finance & Business Management Senior Country Business Manager for Middle East & Turkey Resume Examples & Samples

  • Serve as a trusted partner to Business and Country Head’s and as a member of the leadership team be responsible for contributing towards the strategic agenda for the region
  • Provide insight and perspective into decision making process around building the MENA and Turkey franchise
  • Manage, develop and guide staff across the support functions
  • Co-ordinate closely with London and NY partners in order to support the franchise, explaining all the headwinds, challenges and issues. Be a senior escalation point when needed across the franchise and resolve bottlenecks with your senior London and NY partners
  • Implementing new frameworks and develop process efficiencies to support the business needs
  • Proactively and on request provide strategic analysis
  • Partner with finance teams and drive the financial planning process for the MENA region. Have an understanding of Legal Entity results, balance sheets and income statements
  • Input into Controls (control self assessments, compliance training, business continuity, etc.) in partnership with Compliance, HR, audit as necessary
  • Manage the controls agenda, partnering with product resources, as necessary (credit, operational, market risk monitoring)
  • Drive audit and Oversight & Controls remediation plans and ensure that the offices and LoB’s are prepared for upcoming reviews
  • Partner with Branch Business Managers to co-ordinate all line of business activities, as required
  • Co-ordinate on-the-ground with the project managers of the MENA wide build projects (Saudi, UAE, Islamic, TS, Banking, Trade, etc.)
  • Manage the relationship with regulators in partnership with Compliance
  • Co-ordinate with regional SFO and Country BM’s for the preparation and presentation of Franchise financial information
  • Ensure that appropriate governance committees are set up and work effectively (LMC, LORCCs)
  • Review adequacy of governance structures in line with the growth of the business
  • Track client agenda including performance/client planning
  • Drive completion of the client on-boarding process, adjustments to the operating model and the remediation/renewal efforts
  • Continued review office wide (LE) expenses, both direct and indirect
  • Work with various groups to deliver the technology agenda
  • Ensure completion of stats and usage in relation to iBanker, iMeet, iMemo and Dealworks in order to monitor client intensity. Drive the client agenda and ensure we are focused on the right names
  • Help coordinate senior level visits to the region (Jamie, Daniel, Viz, Carlos et. al.)
  • Provide adhoc financial and market analysis to meet business requests. This includes competitor analysis
  • Work with senior business managers to organize client and business events
  • Partner with HR on any headcount analysis and reporting, as and when needed
  • Act as senior liaison for any client event management for events (e.g. Middle East Leadership Forum)
  • Review and give input into MENA country/LoB reviews/strategies. Chair the reviews in absence of the Regional SCO and Business leads
  • Drive the completion and agenda for the MENA Regional Management Forum and Turkey LMC
  • Contribute to F&BM broader agenda
  • Develop, mentor and train junior staff to be the future leaders at JPMorgan
  • Ability to influence colleagues at all levels of seniority
  • Ability to lead and guide teams across functions and businesses to deliver on objectives
  • Strong communication skills with proactive mind set
  • Ability to operate in a fast-paced environment and to execute timely on assigned tasks
  • Adopts an organised and methodical approach to issues and tasks and applies sound, logical reasoning to complex problems
  • Strong project management skills, with a keen eye for detail and the ability to complete high quality work
  • Strong knowledge of Excel, PowerPoint and other Microsoft Office
  • Good understanding of markets and product
14

Finance & Business Management Resume Examples & Samples

  • Partner with the Senior Leadership Team and Directs in all areas of financial control management including planning, monthly forecasting and reporting, headcount planning and tracking, productivity tracking, run rate analysis, monitoring expenses, and cost recovery
  • Suggest and implement controls to improve efficiency & accuracy of existing processes and reporting. Build and roll out new training efforts to address knowledge gaps
  • Participate in the supply and demand management process to ensure the proper prioritization and implementation of key programs. Lead Financial Control initiatives and increase transparency around expense management and expense forecasting
  • Implement key MIS performance analytics and reporting, including monthly EMR for CIO, CTOs, and Operating Committee level client
  • Drive consumable and vendor management related expenses to ensure efficiency and continuous improvement
  • Prepare for and participate in governance forums including weekly staff, contractor and software signing parties and infrastructure review meetings
  • Coordinate Corporate Location Strategy submissions in line with Global Technology guidelines through interfacing with Technology business and Corporate Real Estate organization
  • Track all key action items and deliverables associated with governance, metrics, and business management agenda
  • 5+ years of related experience (Business Management, Financial Management, Program Management, Controls)
  • Ability to envision, influence 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
  • Ability to multi-task and adapt to changing priorities
  • Attention to detail with logical thought process
  • Ability to learn new concepts, systems, processes and initiatives
  • Self-starter with the ability to think creatively and laterally
  • Excellent task management and organizational skills
  • Proven ability to work under pressure and within an environment of rapidly changing priorities
  • Superior time management skills and ability to prioritize both day-to-day activities and longer-term projects
  • Advance knowledge of MS Excel, PowerPoint, Clarity, and SharePoint
15

Cib-cao UK Finance & Business Management Resume Examples & Samples

  • Extensive Diary Management to 1 MD and 4 ED’s
  • Set up of meetings and conference calls, internally and externally
  • Finalizing complex travel arrangements: co-ordination of flights, tickets, VISAs, accommodation and ground transportation
  • Preparing and managing complex travel itineraries
  • Phone coverage
  • Become integral part of business, understand group priorities
  • Management of expense processing through Concur, reimbursement and account reconciliations
  • General administration duties (Room bookings, filing, faxing)
  • Partnership with Assistants across the group to provide coverage for absence
  • Exhibits a positive, constructive attitude and a calm and composed manner. Ability to work in pressured environment and partner effectively with peers. Exhibits high levels of punctuality and reliability
  • Full competency in diary management, can apply good judgment and has an understanding of competing priorities and conflicts, solution orientation
  • Professional client handling and relationship building
  • Awareness of expense arena, expense systems and cost control initiatives e.g. can champion expense policy, process expenses in a timely manner and reconcile accounts accurately
  • Ability to navigate complex technology systems
  • Strong communication style
  • Can follow up effectively without prompting and keep one step ahead of arrangement and requirements
  • Has a keen sense of attention to detail and delivers high quality results
  • Can proactively, anticipate next steps and follow through to completion
  • Is a team player who can build networks and work in partnership
  • Is driven and can manage expectations through communicating proactively and often
  • Takes initiative to take on additional tasks or projects when appropriate
16

Finance / Business Management Manager Resume Examples & Samples

  • Provide business oversight, interface with applicable customers and auditors (internal and external) and assist with contract negotiations as needed to ensure sound business deals within authorized parameters are achieved
  • Interface with diverse functional areas to ensure risks are understood and financial performance is achieved
  • The successful candidate must possess an advanced understanding of Cost Accounting Standards (CAS); Federal Cost Principles including direct versus indirect, allowable vs. unallowable; Forward Pricing Rate proposals (FPRPs) development, negotiation and execution, Financial Planning to include Annual Operating Plan development and budgeting to include Capital expenditures and charitable contributions
  • Individual should be proficient at developing and motivating a productive staff in a team environment with excellent interpersonal, planning, and presentation skills
  • Bachelor's degree in Accounting/Finance/Business or a closely related field with a minimum of 6 years applicable experience (OR four additional years of relevant professional experience in lieu of degree) in Finance, Accounting or Program Control
  • Demonstrated experience directly supervising the activities of personnel
  • Proficient in Microsoft Office suite, SAP and BW
  • Ability to prioritize and adjust tasks to accomplish the program results
  • Ability to prepare and analyze data and figures
  • Ability to comprehend and analyze complex problems and develop solutions
  • Ability to perform work in an approved environment during specified work hours
  • Ability to obtain and maintain a DoD Top Secret Security Clearance
  • Proficient with Precision and FPRS
17

Global Finance & Business Management Resume Examples & Samples

  • Bachelor's degree required; with MBA/CPA preferred
  • 10+ years of public accounting/finance/operations experience, with increasing levels of responsibility
  • Experience within real estate or construction industry, contracts and sourcing, third-party vendor management, and project or operations management preferred
  • Ability to build and motivate high performance teams with a global focus
  • Outstanding analytical, problem solving, process management, and presentation skills
  • Superior relationship management, verbal and written communication skills
  • Team player, able to work well with multiple Lines of Business, Third-Party Vendors, and across a wide variety of functions
  • Demonstrated track record of process improvement and improving controls
  • Proactive attitude, self-initiator, commitment to continuous learning, willing to challenge the status quo to improve processes
18

Associate CIB CAO Finance & Business Management Resume Examples & Samples

  • Month end reporting – support month-end close by reviewing and approving prior-period adjustments
  • Maintenance of reference data
  • Support the monthly Investment Initiatives reporting process
  • The role is an individual contributor role and will not involve direct people management but will require stakeholder management skills
  • Good MS Office skills – especially MS Excel
  • Strong orientation to details and strong analytical and problem-solving skills
19

CCB Operations Finance & Business Management CRA Business Management Associate Resume Examples & Samples

  • Exposure to all aspects of running a business and development of a general management skill set, including operations, finance and strategic planning
  • Insight on how to manage and measure a business, and how to articulate performance and strategy to senior management
  • Enhanced executive-level communication skills, strategic thinking and the ability to create clear and effective presentations and messaging
  • Understanding of CCB Operations and CCB Finance/Business Management business models
  • LI-Post
  • Self starter with strong critical thinking, analytical, and communication skills
  • Ability to work independently and manage others
  • Minimum of 4 years of prior experience in a strategic or analytical role
20

CCB Operations Finance & Business Management CRA Business Management VP Resume Examples & Samples

  • Assist in executive support and reporting, organizational/process management, special projects, idea generation, ad-hoc analysis and other consultative work to be used in senior leadership decision-making and managing the direction of the business
  • Lead and coordinate multiple deliverable processes, directing resources and collaborating with partners on execution
  • Structure clear and thoughtful content for senior management
  • Manage, develop, and train junior resources, including managing their staffing
  • Provide thought leadership, and participate in senior-level meetings
  • Enhanced executive-level communication skills, strategic thinking and the ability to create and deliver clear and effective presentations and messaging
  • Insight on how to manage and measure a business, and how to articulate performance to senior management
  • Strengthened project and people management skills by working cross functionally across multiple projects in a large matrix organization
  • Understanding of CCB Operations and CCB Business Management and Finance business models
  • Significant opportunity for responsibility and growth given a new and lean team
  • Executive-level communication and presentation skills
  • Self starter with strong critical thinking and analytical skills
  • Superior attention to detail and organization skills to multi-task and manage a variety of assignments
  • Excellent PowerPoint and advanced Excel skills
  • Adaptable to change in an entrepreneurial environment
  • Knowledge of CCB Operations and CCB Operations Finance is a plus, but not required
  • Minimum of 6 years of prior experience in a strategic or analytical role with people management experience
21

Asset Management Europe Funds Finance & Business Management VP Resume Examples & Samples

  • Provide detailed financial analysis and review of European Funds activities
  • Highlight key business drivers and raise financial issues to senior management
  • Ensure that financial reports are properly reviewed and reflect clear and concise insight
  • Forecast and budget Cash flows, Revenues and Headcount
  • Produce presentations for numerous senior management meetings and business forums
  • Involvement in ad-hoc projects: new product propositions, pricing, business change
  • Maintain various MIS tools (e.g. Cash flows, P&L) with the support from other teams
  • Supervision of a junior and an offshore team
  • 4-6 years of professional experience in accounting and finance. A university degree with an accountancy qualification is required. Investment Management experience preferred
  • Organised and methodical
  • Ability to work under pressure and meet deadlines