Finance Operations Associate Resume Samples

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A Bechtelar

Adelle

Bechtelar

871 Corine Manors

Detroit

+1 (555) 890 1609

871 Corine Manors

Detroit

Phone

p +1 (555) 890 1609

Experience Experience

Boston, MA

Finance Operations Associate

Boston, MA

Oberbrunner, Schmidt and Armstrong

Boston, MA

Finance Operations Associate

Communicate with senior management regarding project progress and recommendations/decisions; develop presentations and materials
Work closely with exceptions, remediation and controls team to implement solutions and workflows
Adhere to service level standards and work towards development of a service culture of ‘Excellence’
Identify process and/or system improvement opportunities, recommend solutions, obtain necessary approval and assist with implementation
Perform revenue share calculations and reconciliations
Coordinate asset transfer between clients, custodians, and investment managers and maintain account records
Complete subscription and redemption documentation, track share class information, and monitor manager liquidity provisions on behalf of the client

Chicago, IL

Finance & Operations Associate

Chicago, IL

Stiedemann and Sons

Chicago, IL

Finance & Operations Associate

Supporting the Deputy Executive Director in budgeting and accounting and work with the accountant to prepare comprehensive monthly financial statements and budget analysis
Producing all budgets and reports for grants and contracts in accordance with corresponding terms and conditions
Tracking and maintaining all received grant funding; this includes preparation of progress reports, budget management and expense tracking, and management of employees’ time spent on each grant
Supporting the Deputy Executive Director in the areas of human resources and technology, including coordinating the implementation of services, policies, and programs
Working with Department Directors to develop strategies and internal policies and procedures for the effective and efficient flow of information across departments and to the Board
Perform under pressure in a deadline oriented environment. Effectively manage competing priorities and prioritize workload
Participate and support in projects, such as continuous improvements & standardization activities, process migrations or System Testing’s with Developers

present

Boston, MA

Equity Finance Operations Associate

Boston, MA

Hudson Inc

present

Boston, MA

Equity Finance Operations Associate

present

Maintaining and supporting operational activities related to equities, listed options, futures and OTC swap trading activity on the desk
Supporting our accounting department with monthly reconciliations and yearly audits
Calculating and reconciling daily profit and loss
Identifying process improvement opportunities to increase accuracy, efficiency and timeliness related to desk processes, procedures, or systems used to support daily activities
Continually monitoring and refining workflow and business processes to improve/enhance the settlement process
Developing and maintaining strong relationships with internal departments and external organizations to answer questions and resolve issues
Supporting PnL generation, maintenance and related variance analysis

Education Education

Bachelor’s Degree in Accounting

California State University, Fullerton

Bachelor’s Degree in Accounting

Skills Skills

Ability to handle multiple deliverables concurrently to deliver high quality results in committed timeframes
Quick learner, adaptable and able to use own initiative
Quick learner, adaptable and able to use own initiatives
Quality driven with excellent attention to detail
Strong will to deliver excellent quality
Strong attention to detail and highly organized
A strong will to deliver excellent quality
Able to work collaboratively and build strong partnerships with clients and colleagues at all levels
Accountability – Holds self and others accountable for results
Client business focused; able to work collaboratively and build strong partnerships with clients and colleagues at all levels

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15 Finance Operations Associate resume templates

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Finance Operations, Associate Resume Examples & Samples

Designing, developing, deploying, and maintaining analytic applications and data structures needed for modeling and forecasting
Automating model execution, standardizing inputs and outputs to improve process
Creating technical and user documentation
Develop and maintain comprehensive controls to ensure processes are executing as designed
Utilize SAS, SQL, Oracle and MS Office analysis tools to complete analysis requirements
Ad-Hoc Reporting
Interacting with technology to support deployment consistent with control requirements
Bachelor's or Advanced degree in a relevant discipline like Statistics, Economics, Finance or a related quantitative discipline preferred
Data mining skills and proficient in the following applications: Microsoft Word, Excel, and PowerPoint,SAS, Enterprise Guide and SQL
Must have knowledge of SAS programming language including: Base SAS, SAS Macro language, SAS SQL, and SAS GRAPH
Must have experience developing and implementing programmed systems in the Unix and Windows environments
At least 3 years experience with Unix shell scripting
At least 3 years experience designing and developing highly efficient SAS code for use in automated data processing systems on Unix based platforms
At least one year experience with SQL in a relational database environment
Experience in developing reporting processes for complex initiatives
Flexible and able to handle multiple tasks in a fast paced changing environment

Associate, Finance Operations Associate Resume Examples & Samples

Establishing and documenting Operational Service Level Agreements
Developing and managing User Acceptance Test Plans associated with the sourcing of new or enhanced data supplies both into the strategic environment as well as into the legacy environment
Coordinating with all Credit and Finance consumers to ensure completeness of business requirements with a clear understanding of operational issues, and resolution and ownership ofissues related to on-boarding new supplies
Previous Business Analysis experience and experience conducting/participating in User Acceptance Testing processes
Demonstrated superior problem solving and decision-making skills
Ability to take a step back, view the bigger picture, and balance strategic objectives with the need to make interim tactical choices in order to sustain progress
Previous Project Management experience and previous experience running large meetings with demonstrated success at achieving results and keeping deliverables on track
Bachelor's degree in Finance or related field

Finance Operations Associate Resume Examples & Samples

Learn the Operations functions in order to contribute to requirements development and perform testing
Support the Operating Model work stream for the program, partnering closely with colleagues across other program work streams, LOBs, Technology, Operations, and Global Treasury
Work with LOBs, Operations and Consumers to document business requirements
Develop test plans and test cases/scripts, document and monitor defects and drive resolution thereof
Assist the Operations team in the documentation of procedures and service level agreements
Develop presentations to communicate requirements and impacts to the LOBs
Transfer knowledge to the Operations team in preparation for project implementation
Provide production parallel and post implementation support to the Operations team
Oversee the activities of testers to ensure timely delivery within the project
Utilize effective written and oral communication skills to present analytical findings in a clear and concise manner
Work independently in a collaborative environment whereby you are flexible and able to leverage resources of other groups
Perform under pressure in a deadline oriented environment. Effectively manage competing priorities and prioritize workload
Meet critical deadlines throughout the project life cycle
Bachelor's degree required or equivalent experience,preferably in Accounting or Finance
5 years project management, and/or equivalent business process experience
Project management experience is desirable coupled with experiencerunning meetings with demonstrated success at achieving and keeping on track
Stronganalytical, interpretive and problem solving skills
Solid understanding of accounting principals, general ledger and sub-ledger systems
Strong working knowledge of Traditional Credit Product, Cash Securities and Derivatives products strongly preferred
Ability to interact, influence and communicate with others – peers, managers, direct reports and junior colleagues
Ability to drive and manage change and encourage others to challenge the way things are done
Ability to see the bigger picture; balance strategic objectives with the need to make interim tactical choices in order to sustain progress
Attention to detail, ability to work independently and together with others in a group
Strong interpersonal, relationship building and organizational management skills. Ability to engage with teams across diverse functions, locations and businesses
Must be a team player who is open to feedback and works well with others
Excellent working knowledge of MS Excel (Pivot tables, v-lookups), MS PowerPoint, Application Lifecycle Management (ALM). Experience with MS Project and MS Access helpful

Finance Operations, Associate Resume Examples & Samples

Minimum of five years of project management, experience in the financial services industry preferred
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
Excellent technical skills with Excel, Access, MS Project, Visio, SharePoint, etc
Experience working on compliance or regulatory related projects will be an advantage

Finance Operations Associate Resume Examples & Samples

Candidates should have a bachelor's degree in accounting, finance or related discipline and between 2 to 3 years work experience
Excellent interpersonal and Project Management skills
Strong organizational, prioritization and analytical skills
Knowledge of firm’s financial and reference data systems as well as other financial applications
Excellent business technical skills, including MS Excel, Access or other database, MS Project and Visio
SQL knowledge is preferred

Finance Operations Associate Resume Examples & Samples

Candidates should have a bachelor's degree in accounting, finance or related discipline and between 3 to 5 years work experience
Able to work collaboratively and build strong partnerships with clients and colleagues at all levels
Knowledge of financial and reference data systems as well as other financial applications
Previous finance or risk experience preferred

Finance Operations Associate Resume Examples & Samples

Work closely with Risk and LOB partners to identify root causes of issues, resolve them and prioritize strategic solutions
Execute data extraction and compilation, detailed analysis, data summarization and presentations highlighting potential issues and recommending actions to senior project leads and other team members
Prepare metrics and communicate promptly across key stakeholders
Work closely with exceptions, remediation and controls team to implement solutions and workflows
Participate in development, testing and roll out of technology tools
Assist in determining recommendations and strategy respective to related initiatives, including translating analysis and results into business strategy and requirements documents
Partner with team members and business / technical partners to discuss requirements, technical solution and process solutions, etc
Communicate with senior management regarding project progress and recommendations/decisions; develop presentations and materials
2-5 + years of operations and management experience
Strong core finance technical skills and solid understanding of finance processes, infrastructure and systems
Ability to lead and influence without having positional authority
Ability to multi-task, work under tight deadlines, and quickly adjust to changing priorities
Strong interpersonal skills and ability to develop strong partnerships across businesses
Strong technical skills such as Excel, PowerPoint, Visio
Ability to think outside the box and balance strategic objectives with the need to make interim tactical choices in order to sustain progress

Finance Operations Associate Resume Examples & Samples

4+ years of experience in Trade Operations and/or Accounting functions at a Hedge Fund, Investment Manager, Fund Administrator, or other Financial Services firm
Degree in Accounting, Business, Engineering, Finance, Mathematics and/or Science
Exceptional quantitative and problem-solving skills
Experience with Fixed Income, Credit; Macro; Asset Backed Securities, and Distressed Bank Debt

Finance Operations Associate Resume Examples & Samples

2 years of IT experience with 1 year minimum experience in MS-SQL Server 2008 DB & MS-BI Suite tools (SSIS, SSAS) on Wintel platforms
Understanding of various AD methodologies & the end-to-end SDLC
Up-to-date understanding of risk management & security standards and associated impacts to product designs
Ability to work well with customers of varying levels of technical expertise
Successful experience as a member of a team / project group
Problem Solving: must possess strong analytical ability, judgment and problem analysis techniques; should possess in-depth knowledge of the business unit’s functions and applications, and an excellent knowledge of system technology alternatives
Demonstrated initiative / good judgment in decision making; taking appropriate actions on databases / products according to established standards & best practices with minimal assistance; communicates, collaborates, engages, escalates, and educates stakeholders, as appropriate

Finance Operations Associate Resume Examples & Samples

Complete subscription and redemption documentation, track share class information, and monitor manager liquidity provisions on behalf of the client
Proactively support client team objectives through communication with third-party service providers. Review documentation and maintain correspondence
Coordinate asset transfer between clients, custodians, and investment managers and maintain account records
Prepare ad hoc reports
Utilize internal CA resources to support investment team activities
Provide administrative support to client teams and ASG teammates
Maintain awareness of current investment themes and client interests
Act as a secondary Advisory Services Group (ASG) contact for ASG clients, investment managers, and internal investment team staff. Collect, interpret, and organize information relating to all aspects of client portfolios
0-1 years of related work experience (preferred, but not required)
Ability to work in a time-sensitive environment and balance competing priorities
Strong analytical and organizational abilities
Able to learn quickly and adapt to new challenges
Professional, focused, and disciplined approach to work responsibilities
Experience in Microsoft Office Suite, including Excel, Outlook, and Word
Experience with Adobe PDF
Preferred knowledge of basic finance principles
All candidates must be eligible to work in the United States without sponsorship or restriction

Finance Operations Associate Resume Examples & Samples

Checking incoming orders (contractual documents, correspondence, approvals) and processing the order in the SAP system according to SOX and internal controls in place
Ensure license entitlement is correctly entered into SAP systems to allow customers to receive correct software, access and license keys
Be dedicated point of contact for both external and internal customers (Sales/Support/Commercial)
On order completion; creation of invoices & issuing of credit notes
Archiving of all related contractual documentation
Providing post sales support on contractual issues such as license transfers, contract migrations & amendments
Answering of internal/external customer queries within agreed Service Level Agreements
Experience with SAP systems is preferable but not essential
Quick learner, adaptable and able to use own initiative
Good command of MS Office (Excel-Word and Outlook)

Finance Operations Associate Resume Examples & Samples

Invoicing, issuing cancellations and credit notes
Processing invoices and timesheets from suppliers
Processing course registrations
Maintain scheduling and event data in SAP system
1st level query and complaint management
Support the hotline (incoming calls) – abandoned rate < 5%
Weekly and monthly internal monitoring and reporting, Preparation of period close
Close cooperation and communication with external and internal customers and SAP subsidiaries
Experience with SAP system is an advantage
Certificate of Secondary Education at the minimum
A strong will to deliver excellent quality
Continuous improvement of technical skills and efficiency
Responsive and customer focus with a proactive approach

Finance Operations Associate Resume Examples & Samples

Purchase Orders Management & Processing
Workflow editing
Interface to Local Purchasing across APJ and Greater China
Interface to Finance & Accounting teams in SAP Shared Services Center in Singapore and China
Vendor Master Management
Support of rollout projects
End user support
Supplier communication and support (helpdesk via ticketing system, phone)
Communication with purchasing and accounting departments
Fluent written and spoken English is a must
Flexible work style and ability to work under pressure, timeliness
Business or accounting education – Secondary Education at the minimum
Working experience within a shared service centre is an advantage
1-2 years working experience in administration preferred
Knowledge of SAP FI module is a plus

Finance Operations Associate Resume Examples & Samples

Executes operational (including transactional) tasks independently and deals with customers' queries. Gains a good knowledge of standard processes and related transactions. Maintains good relationship with external and internal customers
Hotline and/ or Ticketing Support
Preparation of process documentation / working instructions
Participates in the monthly close process including posting journal entries
Creates, posts, and reconciles intercompany transactions while ensuring compliance with the SAP Accounting Guidelines
Responsible for administration of customer contract which includes creation of customer information in SAP's systems, such as customer master data, creation of installations, customer contact information related to the booking of a contract, invoicing customers, software delivery, and revenue recognition of deals booked
Experience working within a finance related field is an advantage
Advanced written and spoken English skills
Successfully completed Secondary Education

Finance Operations Associate Resume Examples & Samples

Vendor accounts maintenance, incl. open items management
Maintenance of general ledger accounts
Posting of incoming vendor invoices
Ensuring timely payments
Administration of fixed assets (acquisitions, depreciations, disposals)
Conduction of account closing procedures for accounts payable, fixed assets
Responses to client queries (internal and external)
Close cooperation and communication with internal customers and SAP subsidiaries
Various and interesting work in brand new fancy offices directly at metro Nove Butovice
Opportunities for professional growth in Financial field

Finance Operations Associate Resume Examples & Samples

Execute audit and approval of expense reports for SAP Employees
Perform a detailed review of all expense reports that are not in compliance with the Company’s Travel & Expenses policies, including review against receipts
T&E claim filing and archiving
Follow-up with employees to obtain proper approval and support for expense items in question
Monitor status of claims in process to ensure timely approval and payment
Work with user groups to resolve questions, assess user needs, and recommend changes
Respond timely to employee follow-up questions on Travel & Expenses policy, completion of expense reports and other matters
Collection of invoices and other accounting documents
Invoice filing and archiving
Various support for the Accounting team
University degree with major in Accounting / Finance
Good spoken and written English skills
Willingness to learn and improve
Ability to work independently with self-motivation and discipline
Strong will to deliver excellent quality
Ability to work in international teams
Ability to handle stressful situations and determine right priorities
Working experience within a shared service centre
Knowledge and experience in the Travel and Expense process
Knowledge of SAP FI module and MS Office

Finance Operations Associate Resume Examples & Samples

A good aptitude for working in a demanding, fast paced environment
An ability to handle high volume workloads and prioritisation skills
A flair for learning new functions/systems quickly
A good approach to change management on account of the team’s continual growth and development
An ability to handle working in a pressurised environment
Ability to work unsupervised
A desire to go above and beyond daily responsibilities seek to problem solve
Strong sense of accountability
Leadership skills

Finance Operations Associate Resume Examples & Samples

Review partner agreements and ensure they are properly administered and accounted -
Perform revenue share calculations and reconciliations
Prepare weekly/monthly/quarterly reports to support outside partner needs
Effectively align with appropriate departments and partners to provide end-to-end support of partner arrangements
Assist in month end close processes, including preparation of journal entries, reconciliations and account analysis
Assist with the sales commissions process and accounting as needed
Support audit requirements on a quarterly and annual basis
Research and resolve revenue share, commissions and accounting issues
Respond to inquiries from business partners and effectively align with them to achieve business objectives
Identify process and/or system improvement opportunities, recommend solutions, obtain necessary approval and assist with implementation
Ensure compliance in meeting Sarbanes-Oxley controls and requirements
Perform special projects as requested
Prioritize and solve problems with little direct supervision
Be aware of, and comply with, all corporate policies
Minimum 2 years of accounting and/or sales referral / commissioning experience
Excellent problem-solving and analytical skills
Strong Excel skills, with interest and aptitude to work with high volume of data. Strong Access skills a plus
Excellent customer service and communication skills in dealing with internal and external customers, both written and verbal
Ability to work with other business groups to accomplish goals
Strong knowledge of GAAP and financial reporting
Experience with Tier 1 ERP (e.g. Oracle, SAP, PeopleSoft, etc.) preferred, but not required
Extremely detail-oriented with strong follow-up skills
Able to track and analyze large amounts of data and identify new ways to perform analysis and data compilation to improve the process
Able to function independently as well as with a team effectively
Great oral and written communication skills to interact with all levels of management and external customers
Willing to work extended hours during peak periods

Finance Operations Associate Resume Examples & Samples

Perform general accounting tasks related to monthly, quarterly and year-end closing (period end procedures) such as Deferred Charges preparation and posting, Revenue Recognition, SOX controls etc
Provide reconciliation of reports and accounts, which includes Intercompany Reconciliation, Bank Reconciliation, and Balance Sheet account reviews etc
Perform Cost Accounting tasks, such as cost allocations and charging
Adhere to service level standards and work towards development of a service culture of ‘Excellence&#8217
Additional language competency would be an added advantage
Knowledge in MS Office (Outlook, Excel, Word and PowerPoint) and SAP system knowledge preferred

Finance Operations Associate Resume Examples & Samples

Manage and ensure P2P related payment activities according to P2P standard processes within GFSS responsibility plus any agreed country specific processes. These include (but are not limited too) - regular payment runs, exceptional payments, payment forecasts, direct debits / standing orders, customer reimbursement and cheque runs, along with any internal bank transfers and tax related payments with bank communication and administration
Drive standardization and simplification of in scope company codes and deliver efficiency and quality improvements of payment related operations
Preparation of payment related reports, documentation and period-end-delivery for both internal and external purposes for all company codes in scope
Ensure that the operated processes and the internal controls are SOX compliant and both tax and legally compliant for the company codes in scope
Identify and support continuous payment process improvement opportunities
Update Global Payment Process Handbook in cooperation with according Subject Matter Expert
Advanced written and spoken English

Finance Operations Associate Resume Examples & Samples

Sales order creation, maintenace and closing, upon request from local colleagues
Verification, reposting and approval of consulting activities
Support the hotline (incoming calls)
Weekly and monthly internal monitoring and reporting
Preparation and period closing activities

Finance Operations Associate Resume Examples & Samples

Advanced written and spoken English, foreign language ability (Japanese/Korean) will be an advantage
Diploma, ACCA or Degree majoring in Accounting preferred
Ability to handle stressful situations and determine the right priorities
Excellent customer care skills
Good communication and negotiation skills
Finance or Economical background is an advantage
Proficiency in Microsoft Office applications (PowerPoint, Word and Excel)
Working experience within a finance related field is an advantage
2-5 years of relevant working experience in a professional services/accounting environment with MNCs/Shared Services Centers preferred
Knowledge of SAP FI module and MS Office is an advantage

Finance Operations Associate Resume Examples & Samples

Primary and backup support role for 1 or more countries
Processing of incoming journal posting requests and ensuring accuracy when processing the requests
General accounting tasks related to monthly closing (period end procedures)
Execute reports and postings related to the general accounting activities
Support cash application process (e.g. allocation of incoming receipts, clearing of incoming and outgoing bank GLs)
Reconciliation of reports and accounts which include Intercompany reconciliation, bank reconciliation, etc
Preparation of bank reconciliation statement
Preparation of balance sheet account reviews
Creation and maintenance of CO master data, such as profit/cost center data
Perform SOX controls as documented
Support countries for SOX audit, Tax audit and external/internal audit reviews when required
Meeting KPIs set
Participate and support in projects or continuous improvements activities
Participate and support in country and process migration activities
Participate and support in process standardization activities
Relevant working experience in an accounting environment would be an added advantage
Advanced/Fluent written and spoken English
Diploma in Business or Accounting needed
Responsive and customer focus with proactive approach
Knowledge of international accounting standards (IFRS or USGAAP) would be added advantage
SAP – ISP system knowledge preferred
Aptitude for repetitive transactional system tasks and ability to work in a dynamic environment

Finance Operations Associate Resume Examples & Samples

Interface to Local Purchasing
Interface to Finance & Accounting teams
Supplier communication and support (Helpdesk via mail, phone)
Upper-intermediate written and spoken English (Portuguese is a plus)
Orientation on quality and process efficiency
Ability to work under pressure with accuracy and commitment
Teamwork spirit
Good comand of MS Office (Word, Excel, Outlook, PowerPoint)

Finance Operations Associate Resume Examples & Samples

Update reports and send the statement of accounts to each customer
Support Ad-hoc queries and participate in projects
Process and solve customer’s complaints
Analyze and investigate dispute cases to avoid complaints in future
Communication skills (verbally and written)
Ability to work in an international environment
Understanding of SAP´s goals and strategy
Results Driven
Working experience within a finance related field is an advantage (0-5 years)
Fluent written and spoken language skills of the one needed in customer contact

Intern, Finance Operations Associate Resume Examples & Samples

Act as the primary and backup support role for 1 or more countries, mainly in the area of Revenue Accounting, Expense Accounting, Intercompany Accounting, HR & Compensation Accounting, Cash & Bank Accounting and Cost Accounting
Support cash application processes (e.g. allocation of incoming receipts, clearing of incoming and outgoing bank accounts)
Perform general accounting tasks related to monthly, quarterly and year-end closing (period end
Procedures) such as Deferred Charges preparation and posting, Revenue Recognition, SOX controls etc
Participate and support in projects, such as continuous improvements & standardization activities,
Process migrations or System Testing’s with Developers
Student of Accounting or Business Administration
Relevant working experience in an accounting environment, MNCs or Shared Service Center would be an added advantage
Experience in accounting subsidiaries and knowledge of international accounting standards (IFRS or USGAAP) would be an added advantage
Excellent English communication and interpersonal skills
Aptitude for repetitive transactional system tasks and ability to work in a dynamic / virtual environment

Finance Operations Associate Resume Examples & Samples

Develop & demonstrate deep understanding of systems & processes in order to extract insights from existing data while identifying & recommending source system enhancements to improve data quality
Extract & load new data sources into SQL data mart environments using primarily EssBase/SSIS toolset, ensuring that strong data quality controls are in place
Populate existing report templates weekly/monthly and quality-check prior to submission
Develop / extend reports based on data available in data mart. Identify any missing data for future inclusion
Define, monitor & report key business metrics; implement & manage various reporting processes & dashboards using primarily SSRS, Tableau, &/or Qlikview toolsets
Provide a high level of responsiveness to ad-hoc requests, “what-if” scenario modeling, & regulatory inquiries
Utilize project management best practices to track book of work priorities, communicate updates, & manage projects to successful completion; explain data concepts & challenges clearly to non-technical stakeholders
At least 5+ years of relevant experience within MIS, Business Intelligence, &/or Analytics roles; must have expert-level, demonstrated knowledge of one or more data & business intelligence concepts including ETL, Data Modeling, SQL Query Development & Reporting Automation
Proven experience delivering timely, high quality, senior manager-level reporting & analysis from diverse, complex data sources. Attention to detail is a must with focus on executive quality presentation
Self-starter; demonstrate ability to complete assigned tasks independently with minimum supervision
Team player, excellent written & oral communications skills, project management & client partnership ability
Expert-level ability expected in SQL query writing. Advanced knowledge of MS Office tools (Excel, Pivot Tables, Access, VBA & PowerPoint)
Demonstrated knowledge of data warehousing concepts & exposure to one or more Business Intelligence toolsets & database platforms: SQL Server Reporting Services (SSRS), Tableau, Analysis Services (SSAS), Qlikview, Business Objects, SAS, Crystal, SQL/Oracle/Teradata, etc. Experience with Tableau, Qlikview a great plus
Problem Solving: must possess strong analytical ability. Probing, judgment & problem analysis techniques. Should possess & demonstrate in-depth knowledge of the business unit’s functions & applications. Excellent knowledge of system technology alternatives
Demonstrate initiative / good judgment in decision making; taking appropriate actions on databases / products according to established standards & best practices with minimal assistance; communicates, collaborates, engages, escalates & educates stakeholders as appropriate

Finance Operations Associate Resume Examples & Samples

Checking incoming orders (contractual documents, correspondence, approvals)
Answer queries via ticketing system
Be dedicated point of contact for internal customers (Sales/Support/Commercial/Controlling/Revenue Recognition )
Work experience in finance preferred
Knowledge of Order to Invoice processes is an advantage

Equity Finance Operations Associate Resume Examples & Samples

Calculating and reconciling daily profit and loss
Maintaining and supporting operational activities related to equities, listed options, futures and OTC swap trading activity on the desk
Supporting our accounting department with monthly reconciliations and yearly audits
Developing and maintaining strong relationships with internal departments and external organizations to answer questions and resolve issues
Supporting PnL generation, maintenance and related variance analysis

Finance Operations Associate Resume Examples & Samples

Act as primary or secondary Advisory Services Group (ASG) contact for ASG clients, investment managers, and internal investment team staff. Collect, interpret, and organize information relating to all aspects of client portfolios
Proactively support client objectives through communication with third-party service providers
Review documentation and maintain correspondence
Utilize manager/custodian websites to monitor client transactions
Utilize internal CA resources to support client activities
Provide administrative support to client teams
2+ years of related work experience (preferred, but not required)
All candidates must be eligible to work in the United States without sponsorship or restrictions

Finance Operations Associate Resume Examples & Samples

Work experience in finance is a plus
Minimum advanced written and spoken Italian
Good command of MS Office Package

Finance Operations Associate Resume Examples & Samples

Processing Cloud orders in the SAP system in compliance with SOX and internal controls
Ensure license entitlement is correctly entered into SAP systems to allow customers to receive correct software, access and license keys as required
Good level of basic Finance/Accounting knowledge
Entry level position, however 1-2 years related experience an advantage
Knowledge of SAP FI module is an advantage

Finance Operations Associate Resume Examples & Samples

Experience working within Accounts Payable or finance related field
Working experience within a Shared Service Centre is a plus
Experience with SAP systems are preferable but not mandatory
Graduated or studying the last year of Careers related to Economics or Finance is a plus
Fluent in English (Oral and written)
Quick learner, adaptable and able to use own initiatives

Finance Operations Associate Resume Examples & Samples

Experience working within Accounts Payable related field
Working experience within a Shared Service Centre
Experience with SAP systems are preferable but not essential
Fluent in English and Italian

Finance & Operations Associate Resume Examples & Samples

Implementing and maintaining all of the organization's financial policies and procedures (including but not limited to: audits, financial statements, payroll, lobbying, investments, expense reconciliations, campaign finance/legislative reporting and compliance, multi-state charitable registrations, business and tax registrations)
Supporting the Deputy Executive Director in budgeting and accounting and work with the accountant to prepare comprehensive monthly financial statements and budget analysis
Producing all budgets and reports for grants and contracts in accordance with corresponding terms and conditions
Tracking and maintaining all received grant funding; this includes preparation of progress reports, budget management and expense tracking, and management of employees’ time spent on each grant
Supporting the Deputy Executive Director in the areas of human resources and technology, including coordinating the implementation of services, policies, and programs
Providing project management support including preparation of documents and follow-up on timeliness and deliverables, companywide resource-tracking and business development pipeline evaluation
Working with Department Directors to develop strategies and internal policies and procedures for the effective and efficient flow of information across departments and to the Board

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