Financial Associate Resume Samples

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M Kassulke

Minnie

Kassulke

5646 Johnson Squares

New York

+1 (555) 593 1748

5646 Johnson Squares

New York

Phone

p +1 (555) 593 1748

Experience Experience

New York, NY

Financial Associate

New York, NY

Bartoletti-Hackett

New York, NY

Financial Associate

Providing effective management support to project teams on small to medium sized projects, or assisting Project Managers on streams of other large projects
Support all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients
Create, Analyse and work closely with the client for submission of Plan and Strat Plan submissions, simulatenously working with the various client departments
Create and maintain monthly Executive Management Report (EMR); ensure conformity with greater Asset Management standards
Organize workshops to identify areas of improvement for projects, documenting recommendations and presenting them to the Management
Manage multiple work streams, project manage to ensure timely delivery on objectives, and handle a very fast-paced timeline-driven environment
Capacity to work cross-functionally to create efficiencies and develop solutions to business problems

Detroit, MI

Financial Associate Analyst

Detroit, MI

Champlin-Dare

Detroit, MI

Financial Associate Analyst

OH Checking Petty Cash Management & WAR Report
Reviews financial measures of effectiveness daily. Develops methods of tracking financial performance
Responsible for providing analytical support to the General Manager
Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management
Reports to regional program manager
OH Account Management; Payroll, AP, T&E Expenses
Additional tasks and responsibilities may be assigned at the discretion of the manager

present

Dallas, TX

Senior Financial Associate

Dallas, TX

Lakin, Vandervort and Hoppe

present

Dallas, TX

Senior Financial Associate

present

Provide consultative services to FA Team on work flows, new business development, technology and practice management.
Support the Finance Manager with the development, analysis, and forecasting of department budgets
Develop and execute business plans to help attract and retain clients.
Assist in developing presentations
Regularly gather new client accounts and build assets under management for FA Team.
Partnering with existing staff supporting the development and maintenance of client reporting
Work closely with Mattel’s Customers and monitor their websites regarding Trade Spend deductions

Education Education

Bachelor’s Degree in Accounting

The Ohio State University

Bachelor’s Degree in Accounting

Skills Skills

Strong analytical ability; creative problem solver; detail and solution oriented
Excellent presentation skills. Ability to be able to make presentations to internal stakeholders and senior level managers on the client side
Strong knowledge of PC’s and software including Microsoft Word, Excel and Outlook. Experience with Oracle Financials is desirable
Highly focused to the significance of a solid regulated environment and shows a high level of attention to detail in every part of their tasks
Basic knowledge in the field of Customer Relations. Customer service oriented, empathetic and the ability of handling irate customers
Knowledge of SAP Apex/Prism or other large ERP Accounts Payable Systems
Ability to work in a fast paced professional environment and handle multiple projects
Strong analytical skills and detail oriented
Ability to quickly pick up domain expertise
Strong understanding of basic accounting concepts

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15 Financial Associate resume templates

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CIB F&bm-senior Financial Associate Resume Examples & Samples

The primary focus of the position is to ensure the success of strategic reporting and business intelligence (BI) initiatives across banking sales finance
Specific initiatives may include dashboard development and other projects relating to sales performance scorecards, banker tools/CRM development, sales opportunity identification analytics, and client coverage and profitability reporting across the global sales force
The role will also support the generation and optimization of strategic and actionable recommendations, primarily driven through the creation of strategic dashboards (using BI tools) and the analysis of large and complex data sets
Directly building strategic dashboards to deliver information and data in efficient ways that help drive the business
Querying, managing, manipulating, synthesizing and efficiently analyzing large and complex data sets to derive strategic and actionable recommendations
Defining requirements and managing end-to-end banker tool development and ongoing enhancements to adapt to evolving business needs
Interfacing with business partners and technology teams to develop, deploy and enhance banker tool/CRM-related applications
Interacting and communicating directly with all levels of sales management, finance and other lines of business on a frequent basis
Experience developing QlikView (QV) user interfaces: Creating charts, filter boxes, list boxes, text objects, etc. Ability to apply and customize formatting using style sheets
Load script development experience: Ability to load data from multiple sources Experience using scripts to transform data for various dashboard requirements
Familiarity with section access
Superior written and verbal communication skills. Comfortable speaking, presenting, and answering questions during large meetings and conference calls
Well-developed interpersonal, organizational, problem solving and project management skills
Undergraduate and/or Master’s degree in finance, accounting, MIS, statistics, economics, mathematics or related discipline
5 years professional work experience, with 3-4 years in an analytical function
The position will require limited travel JPMorgan Chaseoffers an exceptional benefits program and a highly competitive compensation package

Financial Associate Resume Examples & Samples

P&A role for the operations team rolling up to CIB operations
Business Management support for Operations Lead in MBM
Yearly planning exercise
Allocation rules & billing models to recover function costs from supported businesses
Excellent written and oral communication and presentation skills including Excel and PowerPoint
Ability to work with teams in multiple locations across different time zones
CIB Operations MBM Finance – Associate

Financial Associate Resume Examples & Samples

Support and lead analytical, consultative projects to provide insights into business unit performance
Prepare senior management presentations for finance and business leadership to communicate financial performance and help drive strategy
Maintain and foster strong working relationships across key functional business teams and other lines of business
This role requires strong financial modeling and analytical skills; advanced level in Excel and Powerpoint
Strong interpersonal skills and willingness to build and foster strong professional relationships across functions and lines of business

Financial Associate Resume Examples & Samples

Perform direct expense and headcount reporting
Perform reporting and analysis on allocated expenses
Prepare accurate and timely consolidated monthly reports for senior Management
Collect and summarize monthly risks and opportunities
Establish and maintain relationships with internal and external stakeholders
Advanced skills in Excel and PowerPoint

Financial Associate Resume Examples & Samples

Coordinate monthly financial outlook estimates across all income statement categories; systemically upload and communicate results during the month-end close
Track, analyze and report total client positions (TCP) and associated inflows and outflows
Perform quarterly balance sheet reviews to isolate potential risks; partner effectively with legal entity controllers to research and remediate accordingly
Maintain division headcount reporting and associated commentary
Conduct monthly business reviews with peers to discuss business trends, opportunities or risks
Identify repetitive control breaks; work with partners in technology, operations, commission accounting and finance to remediate tactically or via automation
Manage off-shore team of two full-time employees and coordinate all standardized daily, weekly and monthly management reporting
Create and maintain monthly Executive Management Report (EMR); ensure conformity with greater Asset Management standards
Assist in design and creation of monthly regional and branch P&L metrics and summary packages
Bachelor’s degree in Business Administration with a preferred concentration in accounting or finance
4-6 years of relevant experience in a product or legal entity control role; securities experience preferred
Demonstrated experience interacting with core accounting and MIS reporting architecture; SAP and Hyperion Essbase are both strongly preferred
Advanced Microsoft Excel skills. The minimum proven skill set should include: vlookups, pivot tables, conditional formatting, if-statements, goal seek/solver and comfort with model construction. Experience with VBA/macros is a plus
Intermediate Microsoft PowerPoint skills (tables, charts and simple transitions)
Experience with a Universal Chart of Accounts (UCOA) and the associated legal entity reporting; previous knowledge and application of Generally Accepted Accounting Principles (GAAP) is preferred
Superior oral and written presentation skills with the ability to communicate effectively with senior management as and various functional groups within the division

Financial Associate Resume Examples & Samples

Demonstrated sales skills, preferably in investments
Advanced computer skills (Microsoft Word, Excel, and Outlook.)
Strong verbal, written, and inter-personal communication skills including influencing and negotiating skills
Advanced problem-solving ability
Results-oriented
Able to independently manage multiple demands and competing priorities
Acts as a role model - able to mentor others and work effectively as part of a team
Able to work effectively in a fast-paced, detail and deadline-oriented environment

Financial Associate Resume Examples & Samples

Enhancing engagement of balance sheet and RWA trends and metrics with business partners
Strengthening cross LOB analytics for CCB work products and deliverables, including executive management reporting presentations
Contributing to firm-wide initiatives such as CCAR, ICAAP, Mid Year Forecast, Budget
Strong analytical and communication skills, with familiarity of finance and accounting concepts
Strong judgment, professional maturity, personal integrity, and work ethic, proactive and results-oriented, fact based, courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
Works well in an ever-changing business environment

Senior Financial Associate Resume Examples & Samples

Advanced understanding of the stock market and in-depth knowledge of investments and regulatory policies and procedures
Advanced math and analytical skills, including ability to analyze client portfolios
RBC maintains consistently high credit ratings:S&P: AA-; Moody’s: Aa3; Fitch: AA; DBRS: AA (as ofJuly 2014)
Based onmarket capitalization, RBC is the 12th largest bank in the world and the sixth largest in North America. (Bloomberg as ofAugust 2014)
RBC employs more than 79,000 full-and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and44 other countries

Financial Associate Resume Examples & Samples

Preparing annual budgets and quarterly forecasts for marketing expense, including CCAR stress scenarios
Effectively analyzing marketing expense variances of actual results to budget and forecast and correlation with business drivers
Driving process improvement and innovation within marketing expense management to enhance reporting, budgeting, and forecasting and gain efficiencies
Developing automation tools to assist with forecast and expense allocation processes, including optimizing the use of our Essbase Marketing Cube
Demonstrating strong interpersonal skills for partnering with marketing and finance managers
Developing cross-functional knowledge in understanding impact of expense processes in both finance and other business areas within the bank
Demonstrating strong problem solving skills, especially in a fast-paced environment
Proactively taking ownership of financial data and elevate any issues
BS in Accounting, Finance or related discipline required (MBA preferred)
Minimum of five years of related financial analytical experience (budgeting, cost analysis)
Ability to effectively priortize multiple projects and/or critical deadlines at the same time
Advanced skills in Excel, Microsoft Office and Microsoft Access
Advanced skills in Hyperion Essbase (administration experience preferred)
Excellent Accounting principles (Accounting experience preferred)

Operations Financial Associate Resume Examples & Samples

Bachelors in Finance/Economics/Accounting or other related majors
Relevant financial/analytical experience including management consulting
Strong quantitative, critical thinking and analytic skills, confidence with finance and accounting concepts, ability to manage multiple deliverables simultaneously
Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based
Advanced skills with Excel, PowerPoint and Hyperion Essbase
No relocation assistance

Financial Associate, Controller, CCB Resume Examples & Samples

Understanding, strengthening, and syndicating control processes
Participating in special, ad-hoc projects as needed
High proficiency in Microsoft Excel, Word, and Power Point
BA/BS in Finance, Economics, Accounting or other technical field

Financial Associate / Manager Resume Examples & Samples

Manage and coordinate project tasks and streams, e.g. WSS(Treasury), Oracle(AP), or Investran
Involvement in system selections and implementations, e.g. Voyanta/Asset Reporting
Coordinate vendor demos and document evaluation commentary and product comparison
Develop Traceable Business Requirements/Specification
Plan and execute data migration
Data analysis and standardization
Reconcile and validate migrated data and reports
Build test plan and coordinate UAT activities
Coordinate and work directly with Offshore BA team
Functional user support on a day-to-day basis
Act as a liaison between the finance/asset management and technology business units
Review DCF Investment Valuation models for certain asset classes (e.g. hospitality, multifamily)
Preparation of sign-offs and supporting schedules for cash/debt; provide supporting docs to Deloitte
Roll over valuation Excel files after quarter-close for next quarter
QTD expense activity reports with vendor and invoice information for quarterly expense and intercompany reconciliation
Ad-hoc reporting and coordination of efforts between RE and other groups to resolve issues related to expense reimbursement and erroneous bookings etc
System implementation experience
System selection, vendor analysis/evaluation
BI reporting tool experience
Real Estate asset management and valuation model analysis
PE/RE fund accounting and reporting experience
Strong analytical, problem solving, critical thinking and decision-making skills
Ability to multitask and deliver under tight deadlines
Self-starter that thrives on complexity and solution finding
Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word); The candidate is expected to have experience building and working with large data validation files (Pivots, V-Lookups) as well as some experience of building macros in MS Excel

Financial Associate Resume Examples & Samples

Cash-flow modeling of assets in a BREDS fund, both MS Excel and a software platform
Creation of Investor quarterly capital account statements
Calculating management fees using MS Excel
Calculation of all investor returns within the above fund(s)
Calculation of all investment returns with the above portfolio
3-5 years of experience in Back or Middle Office Private Equity, Real Estate, or Real Estate Debt
Proficiency with Microsoft Office tools
Masters in Finance, CFA, or CPA
Ability to write MS Excel macros in VB
Debt Modeling experience

Hcp Operations Financial Associate Resume Examples & Samples

Assist Client Managers in setting up and properly maintaining clients / policies, and provide periodic training on our systems (Epic). This includes significant interaction with our team in Mumbai, India who provide back office support
Provide monthly Reports to all team members and assist them with identifying potential missing / late commissions. Work with the team to follow up with the appropriate parties on missing commissions to ensure payment. Track overall identified and collected “missing cash”
Communicate with the team in order to update the New Business and Lost Business Reports as needed and ensure that new wins and losses are properly tracked and removed or added from our systems
Ensure that all monthly fee agreements that are renewing get signed and processed, including working with the team to obtain the schedule of policies and / or statements of work
Monitor all open Epic activities and work with the entire HCP team onshore and offshore to get all of their open activities addressed and closed. Ensure that all unidentified cash gets applied properly and all appropriate policies loaded prior to month-end close
Work with the Regional Finance Officer and the National Accounting Center quarterly to ensure that all of our anticipated commission amounts per policy are entered accurately and that we have all anticipated commissions that renewed reported. This includes identifying any lost business that impacts the anticipated revenue amounts as well
Attend the weekly Monthly Billing Report meeting with the financial analysts to update them on any new / lost business or business that may not recur so that they will have the accurate forecast figures to report to the Managing Partner / Upper Management
Work with the Team Leaders to collect any outstanding fee invoices before becoming bad debt and provide Team Leaders with Client Statements / invoice copies as needed
Work with Operations Assistant to address all Variance Report items to identify missing commissions in Epic and respond to all EPC3-Missing Revenue activities
Prepare the monthly HCP forecast taking into account new business, lost business, and one-time revenue items and reporting to Director of Operations and Practice Lead
Work with Director of Operations and Practice Leader on the Market Derived Income agreements with local carriers and track these to ensure that we get paid for these agreements annually
Provide any ad-hoc reporting requests and analysis as needed
Bachelor's degree or equivalent work experience; finance, accounting or business majors preferred
1 to 3 years professional experience required, preferably with an insurance institution or in the employee benefits industry
Commissions department experience preferred
Effective verbal and written communication skills, time management and prioritization skills, and able to work well under pressure to meet month-end deadlines
Able to learn tasks quickly, and show a commitment to build new skills as needed
Excellent working knowledge of Microsoft Word, Excel, PowerPoint and other computer systems
Self-motivated with the ability to work effectively as part of a team or on individually-assigned tasks in a fast-paced, dynamic environment

Financial Associate Resume Examples & Samples

Performs analysis of transactional accounting information to support decision making
Typically the first escalation point of contact for customer issues related to area of expertise
Implements and assures effective business controls through review, analysis, and verification
Assists in training and mentoring of department team
Supports the development, implementation, maintenance, and communication procedures to ensure compliance with accounting policies
Interacts with internal customers on a global basis
2 years of experiences in related areas

Financial Associate Resume Examples & Samples

Typically 2+ years of work experience, preferably in an accounting environment
Good understanding of accounting processes
Good database skills

Financial Associate Resume Examples & Samples

Typically 1+ years of work experience
Good business application skills (e.g., Microsoft Office Suite, Systems, Applications, Products (SAP)
Basic database skills

Financial Associate Resume Examples & Samples

Owns and executes accounting processes within area of expertise
Performs complex analysis of transactional accounting information to support decision making
Typically the first escalation point of contact for complex systems or policy issues related to area of expertise
Leads the implementation of new corporate-wide accounting processes and systems
Leads the development, implementation, maintenance, and communication procedures to ensure compliance with accounting policies

Financial Associate Resume Examples & Samples

3-5 years of experience with minimum 2 years of BPO Experience in third party F&A domain. Experience in O2C processes (Cash applications, Order management.) is MUST
Bachelors / Masters Degree in Commerce – Must
Deep understanding of accounting concepts and principles, working knowledge and experience on ERP systems. SAP experience would be desirable
Excellent presentation skills. Ability to be able to make presentations to internal stakeholders and senior level managers on the client side
Decision making, problem-solving and analytical skills
High tolerance of ambiguity and flexibility

Financial Associate Resume Examples & Samples

Solid interpersonal and organizational skills
Functional exposure to working in ERP’s, SAP will be an added advantage
Excellent communication skills Written & Verbal
Transition & stabilization experience will be an added advantage
Working exposure & understanding to record to report & its upstream and downstream processes
Owns and executes accounting processes in R2R domain with his / her expertise knowledge
Strong knowledge on Bank Reconciliation, Intercompany Reconciliations, Fixed Asset Accounting, Month End Closure activities and General Ledger Reconciliations
Good understanding on the corporate-wide accounting processes and systems
Understands the client business and executes the activities with utmost care
Ensure all internal controls and policies are adhered in performing the activities
Interacts with internal teams and clients on the Reconciliation open items and issues and resolve the operational issues
Prepare the operational reports and lead the operational calls/Period End Calls
Should have good understanding on the AP and AR cycle
Minimum of B.Com or equivalent degree
5 to 4.5 years of relevant work experience in R2R domain
Strong BPO F&A skills (Experts in R2R and knowledge on P2P and OTC)
Working Knowledge on the Accounting ERPs ( SAP will be an added advantage )

Financial Associate Intelligent Solutions Resume Examples & Samples

An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently, and work well in cross-functional teams
3+ years experience in a Finance, Control Function, Investment Banking, or Investor Function
Understanding and interest of key trends within the financial services and technology sector
Strong interpersonal and influencing skills and ability to interact with colleagues at all levels and achieve goals without direct control over resources
A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
Excellent and efficient skills using MS Excel and PowerPoint tools with financial modeling

Financial Associate Server Infrastructure Resume Examples & Samples

Own and lead COR and Opex for Server Infrastructure, develop forecast and budget and perform variance analysis
Work with Facebook’s capacity engineering, hardware engineering and strategy teams on long range planning models
Own and lead capacity modeling for products such as Instagram, Liverail and Oculus
Own rebate reconciliation process for critical server components
Review server infrastructure purchase requisitions and contracts to ensure accuracy and compliance with financial plan
Define and implement processes for tracking key infrastructure performance metrics
Help define and implement scalable financial processes related to month-end and quarter-end close, for network infrastructure accruals and reporting

Financial Associate Human Capital Practice Metro Resume Examples & Samples

Provide support to Financial Consultants in financial reporting, renewal analysis, and marketing activities
High proficiency in desktop computer applications; MS Excel acumen required
Driver's license required

Senior Financial Associate Resume Examples & Samples

Minimum 5-7 years industry experience
Excellent understanding of the stock market, investments and retirement plans
Working knowledge of fixed income products, equities, mutual funds, insurance and annuities
In-depth knowledge of regulatory policies and procedures and ability to analyze client portfolios
Advanced computer skills (including Microsoft Office)
Series 66 or the equivalent Series 63 and 65
State licenses consistent with those of the FA(s) this person supports
Demonstrated sales skills, preferably in investments and problem solving ability
Excellent interpersonal verbal and written communication skills
Detail orientated, strong analytical and organizational skills
Able to work effectively in a fast-paced, deadline-oriented environment
Able to mentor others
Advanced education or certificate (e.g., MBA, CPA, CFA, etc.)
RBC employs more than 79,000 employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 44 other countries

CIB F&BM Financial Associate Associate Resume Examples & Samples

Finance or Economics Education to a degree level
Fluency in English and Swedish essential
Experience of financial reporting in a multinational company, either parent consolidation or branch reporting to head office an advantage
Experience of reporting to local tax and/or financial regulators desirable
Good PC skills: Excel skills essential
Ability to manage multiple tasks simultaneously within tight timeframes
Excellent organizational skills and strong attention to deliverables
Flexible and positive attitude is needed to perform the vast variety of tasks

Financial Associate Resume Examples & Samples

Lead ad hoc and special projects for Senior Management
Assist in developing senior executive presentations
Prepare various monthly and quarterly financial reports
Become subject matter expert for assigned line of business / product or area
BS degree in relevant technical fields (e.g. Economics, Statistics and Computer Science etc.)
Experience in process improvement

Financial Associate Resume Examples & Samples

Monthly and quarterly management reporting including monthly results summaries, business reviews, quarterly earnings, and competitive analysis
Annual firm-wide stress testing
Leading insightful analytics related to P&Ls, forecasts, key performance indicators, and critical business issues that span the four mortgage origination channels
Conducting ad-hoc financial analytics to explain or further dissect results
Communication and strong interpersonal skills; ability to interact with employees at all tenure levels and influence / motivate colleagues to complete tasks without direct authority
BBA Finance/Accounting; advanced degree/certification preferred (MBA or CFA)
Real estate or mortgage finance experience strongly preferred
Minimum of 5+ years of progressive financial analysis and leadership experience

Financial Associate Resume Examples & Samples

Outstanding organizational, verbal, and written communication skills
Bachelors degree required, major in Math, Economics, or Finance a plus
Occasional air travel
Life & Health Insurance License a plus (required after 1 year of service)

Senior Financial Associate Resume Examples & Samples

Providing in depth financial analysis of the current lease portfolio
Performing ad-hoc analysis evaluating potential risks or opportunities
Prepare materials for periodic business reviews for senior management
Improve existing forecasting and reporting processes
BS degree in relevant technical fields (e.g. Accounting, Finance, Economics, Statistics or Computer Science)
Ability to deliver exceptional results in a time-sensitive manner while managing competing priorities
Expert in Excel and PowerPoint preferred

Senior Financial Associate Resume Examples & Samples

Bachelor's degree required
Minimum of 4-6 years of financial/accounting management experience
Ability to interpret financial data and prepare financial reports

Financial Associate Analyst Resume Examples & Samples

Determines cost of operations by establishing standard costs; collecting automated traffic enforcement and/or crash data
Identifies financial status by comparing and analyzing actual results with plans and forecasts
Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions
Attends client meetings with police officials
Works collaboratively with peer operational analyst to prepare client invoices
Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials
Contributes to team effort by accomplishing related results as needed
Performs violation processing as needed
Ability to manage time efficiently and meet deadlines
Must be computer literate with a working knowledge of Microsoft Word, Excel and PowerPoint. Must learn and become proficient with proprietary software applications for processing and data extraction
Performing the duties of this position requires the ability to walk, sit, stand, reach, talk, hear, use telephones, printers, copiers and other office equipment. May also be required to lift presentation materials, including equipment
Reports to regional program manager

Financial Associate, Global Finance Resume Examples & Samples

Monthly and quarterly reporting on all identified expense management initiatives to senior management (this would include all Tech/Non-tech initiatives and T&E expenses)
Perform data driven analytics and in-depth diagnostics on expense trends/queries
Facilitate all aspects of driving execution of the expense management agenda with key stakeholders and LOBs. This includes (but not limited to) providing meaningful commentaries for senior management, facilitation of decision making/expense policy creation through data diagnostics, partnering with stakeholders to implement policies and drive down costs etc
Identification and driving of cost save areas, feasibility assessment and spearheading projects across CCB (both strategy and execution)
In the supervisory role, managing the expense management and T&E group to ensure seamless, timely & error free deliverables. Coaching and mentoring the team as and when required. Performing all activities required in a supervisory role
Identify and implement processes to increase efficiency and quality of output
A strong mix of analytical and data management skills, as the job entails working with a large quantities of data, analyzing the data to create effective metrics and reporting (to facilitate decision making and driving expense management initiatives
Strong influencing skills and ability to concisely articulate key recommendations
Superior attention to details
Proficiency in Microsoft Excel & PowerPoint
Strong project management skills and ability to manage and partner with global stakeholders
Strong leadership and communication skills. Ability to mentor and manage a team
~JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package

Financial Associate Resume Examples & Samples

Research and analyze asset classes, portfolios, and investments of a highly complex nature, and exercise initiative and individual judgment in decision making
Maintain a solid knowledge of financial and investment principles, economics, and conditions affecting the market
Provide insight and assistance to the team related to trends and investment opportunities
Work with PAM Senior Investment Strategist on exploring new investment opportunities
Lead the proposal process for prospective clients, which entails gathering all client financial information, determining an appropriate asset allocation, developing a detailed transition strategy to minimize cost and taxes realized in transition, and creating a power-point presentation for handout as well as projection for the client meeting
Perform due diligence and recommendation of third party asset managers (separate account and/or mutual fund), including the qualitative review of the manager’s investment process and the quantitative analysis of performance attribution, portfolio characteristics, and style consistency. This includes facilitating meetings and performing onsite visits when necessary
Communicate perspectives on portfolios and managers to the PAM Investment Committee in both verbal and written format
Participate in the business development process by presenting our research process and capabilities to prospective clients
Participation in other duties/projects as assigned
Bachelor’s degree in finance, business, mathematics or other related field. Minimum of three years of investment industry experience; prior experience in investment consulting field preferred. MBA with finance concentration and/or CFA charter is preferred
Strong intellectual curiosity and tenacity required, as well as sound mathematical, statistical, computation, analytical, and research abilities
Ability to tolerate multiple assignments, work within deadlines, stay focused under pressure and produce accurate results
Ability to interpret mathematical and statistical concepts related to investment performance measurement and manager evaluation, with a high degree of accuracy and reliability
Ability to work effectively both independently and in a team environment with limited supervision
Strong written and verbal communications skills are a must
Proven professional performance in a high-pressure, high-production, numbers oriented environment. Willingness to work extra hours when required
Proficiency and experience with Microsoft Office (Powerpoint, Word, Excel, Outlook)

Project Financial Associate Resume Examples & Samples

Collecting, drafting and entering project/task financial information on monthly status reports/other reporting requirements as related to project budgets
Drafting Department of Justice conference cost requests and reports
Reviewing task budgets
Maintaining charge code list
Working with corporate project finance team to create and implement intercompany work orders
Assisting the Project Team in the preparation of various project reports as needed
Bachelor's degree required (Economics, Finance, Accounting, Business Administration) plus 4 years of experience
Average skills in MS Word and Outlook; advanced skills in MS Excel
Must have experience working independently
Below are suggestions for Professional Skills

Financial Associate, CCB Tech Finance Resume Examples & Samples

Manage total recoverable base for designated IT director towers
Develop the annual budget and monthly reforecast
Support headcount tracking deliverables
Monthly close processes, including review and validation of accruals
Analysis of CCB incoming allocations
Validation of Enterprise Technology savings
Help prepare decks and presentations for senior management including monthly business reviews
Participate in creation of business cases and spending requests
Perform ad hoc financial analysis involving expense trends and business drivers
Recommend improvements to streamline business processes and improve profitability
Excellent quantitative and analytical problem solving skills; thorough understanding of financial statements, finance practices and accounting concepts, ability to clearly communicate complex concepts to a non-financial audience, strong documentation and reporting skills
Ability to collaborate across lines of businesses and work with Corporate organizations; high degree of patience in preparing iterative work; capable of balancing multiple assignments simultaneously
Strong organizational/process/project management skills
Advanced Microsoft Word, Excel and PowerPoint
Strong Powerpoint skills/ability to pull together an executive level presentation/storyline
Experience with the basic finance applications including Retail Essbase, SAP, SDM, Concur, Mars, Apptio
BA/BS in Finance, Economics, Accounting or related field. MBA a plus

Head of Financial Associate Resume Examples & Samples

Exposures in Banking/Investment fields with Sales Management/Operations experiences
Goal committed, organized and skillful in staff coaching
Good communication/coordination skills and supporting teamwork
Able to work under pressures

Financial Associate Resume Examples & Samples

Obtain data from carrier representatives or web portals for benefit plan experience and utilization reporting
Manipulate and organize data as needed for financial analysis, client reporting, and forecasting
Enter data accurately into pre-established formats for analysis as required; assist in customizing formats as needed
Communicate with carriers and vendors; gather and analyze benefit plan renewal and marketing results; model variances of plan features and costs
Help author and structure client deliverables; including communications, spreadsheets and presentations
Ensure that transactional activities are processed in accordance with standard operating procedures
Work with clients and carriers as directed by manager via telephone and email
Develop technical expertise
Acquire on-the-job knowledge of industry concepts and approaches to Employee Benefits
Develop an awareness of the insurance carrier and vendor marketplace, and build relationships with carrier partners
May attend seminars, meetings and/other educational events to increase understanding of trends, regulations and developments in the market
Receive training from experienced consultants and assist to review client needs
Research state regulations and other regulatory compliance issues associated with Employee Benefits based on business needs

Financial Associate Resume Examples & Samples

Perform analytics related to P&Ls, forecasts, budgets and key performance indicators
Play a key role in execution of weekly and monthly forecasts, monthly close process, and yearly budget process
Partner closely with line of businesses to collect information, consolidate inputs in a meaningful way and create value added analysis around overall trend
Contribute to externally presented analytics including quarterly earnings documents and investor related questions
Partner with Mortgage Banking, CCB and Corporate Finance teams, as well as line of business P&A teams to support senior management decision making
Help drive the improved integration of reporting/data, forecasting, and analytics across MB line of businesses
Participate as a critical team member in finance driven projects that span MB
Conduct ad-hoc financial analysis based on request from senior management tea and problem solving to further breakdown results
4+ years financial planning and/or reporting experience, preferably in an analytical or forecasting capacity
Exceptional analytical, problem solving and critical thinking skills with relentless attention to details
Well organized; ability to prioritize, multi-task and meet deadlines
Enthusiastic self-starter; inquisitive/curious; ability to think outside the box and provide ideas for improvement
2+ years financial planning and/or reporting experience, preferably in an analytical or forecasting capacity

Financial Associate Resume Examples & Samples

Develop presentations – create the story/message and provide supporting data and analysis
Develop operating budgets for technology expenses and allocations on a project/team basis
Track expenses and update quarterly forecast
Update allocations and cost drivers on a quarterly basis
Review capitalization and depreciation expense details
Strong interest in technology and innovation
Strong work ethic; genuine passion for excellence
Strong analytical and quantitative skills and extremely detail-oriented
Ability to work in a fast paced environment and manage multiple projects and priorities
Ability to “see the bigger picture” and effectively communicate themes and issues to business and support managers

Financial Associate Resume Examples & Samples

Compile budgets and forecasts, understanding the nature of the operation
SAP entry and data processing
Invoice Processing, Billing Analysis etc
Timely completion of requests
Focus on TAT, SLA and service delivery
Meet or even exceed client expectations
Preparation of adhoc reports as per need
Be able to follow instructions from supervisors and clients
Work load sharing amongst team members
Be able to fit into the culture and adhere to the values of the firm
1-3 years of experience in a similar role is desirable
Bachelors Degree in Commerce or MBA with specialization in Finance
Exhibit good team playing skills
Have good communication skills
Be Focused on getting tasks done within the specified time periods
Demonstrate excellent time management especially when under pressure
Posses Basic Accounting Skills and good Communication Skills
Good numeric ability and analytical skills
Proficient with MS Excel and MS Word and have Average typing skills
Be comfortable to work in flexible shifts

Baam FA Financial Associate Resume Examples & Samples

Produce and review monthly Fund NAV’s and Investor allocations using FOHF and/or PE portfolio valuation platform
Develop and maintain fee calculations in accordance with fund governing documents
Review and reconcile client capital statements generated by third party administrators
Analyze and perform NAV reconciliations with various third party administrators and custodians
Assist senior team members in responding to specific client requests
Generate customized client reporting
Assist in the development, enhancement and testing support of systems
Assist in the setup and launch of new products and Funds
Collaborate with various teams across Operations including Middle Office, Treasury, Financial Reporting, Management Reporting and Regulatory Reporting
Calculation of FX Hedge rebalances
Process client capital activity and related payments
Prepare and/or review capital call and distribution calculations
Oversee service provider relationships by participation in the KPI process
4-5 years of fund, audit, or administrator experience
Knowledge of PE, hedge fund and/or fund of fund investing
Investran or other GL accounting systems experience strongly preferred

Financial Associate, CCB Finance, Easton, OH Resume Examples & Samples

Prepare forecast review documents for each forecast cycle to be distributed to operational leadership for review and discussion
Partner with business P&A team to ensure smooth functioning of the process
Knowledge of Essbase preferred

Financial Associate Resume Examples & Samples

Support forecast infrastructure by helping to collect vital data and information from MIS and operational leadership
Prepare insightful, high quality Senior Management presentations
Support ad-hoc requests from the Business and Senior Management
At least three years of related financial analytical experience
Keen eye on attention to detail
Demonstrate organizational capabilities
Ability to work autonomously within team environment
Knowledge of Excel required
Experience in retail financial services/banking industry preferred

Microsoft Dynamics AX Senior Financial Associate Resume Examples & Samples

Consulting process, tools and methodologies
Technology assessments
Referenced architecture design and best practices
Engaging with clients and developing their IT initiatives
Bachelors or Master's Degree in Accounting, Business or Computer Science
3+ years of implementation experience with Microsoft Dynamics AX
3+ years of demonstrated experience with Microsoft Dynamics AX Financial Modules
Significant experience in successfully managing three or more Dynamics AX implementations (references will be required)
Assistance with pre-sales activities including demonstrations of various AX software functions
Minimum of at least two Microsoft Dynamics AX2012 certifications (Financials)
Demonstrated ability to take initiative and manage the consulting team as well as the client team and develop strong working relationships with clients while mentoring the consultants deployed on the project
Relevant, hands-on work related experience working in a consulting environment
Desire to learn, grow and exceed both management and client expectations
Superior organizational, writing, interpersonal and communication skills, attention to details, ability to multi-task and meet deadlines
Familiarity with the Microsoft Sure Step Implementation Methodology

Financial Associate Resume Examples & Samples

Review of current processes
Design new processes
Implement and test finance processes
Solicit and document user feedback
Business transaction support
Develop training on changes
Coordinate implementation with IT

Financial Associate Resume Examples & Samples

Provide Compliance oversight consistent with University policy
Additional review of large invoices generated in Departments and Centers
Review reimbursements for Center Directors, Executive Directors, Managements Operations members, and Financial Managers
Reviews contracts for Departments and Centers over $15K
Review journal entries and upload into General Ledger
Monitor Fund balances and take corrective action as necessary
Provides support to Centers and Departments on accounting protocols and policies
Manage financial operations of Faculty Assistant (FA) group including reporting and budget monitoring
Point person for FA questions regarding financial transactions
Manage annual Faculty Support Account and Research distributions
Provide additional financial help to Faculty Assistants as required (e.g. provide a second set of eyes to complicated reconciliation issues)
Create and maintain training documentation for all Faculty Assistants. Provide training on an as needed basis on all Financial Applications
Process the Staff Payroll
Review and process paperwork from Human Resources
Run Payroll Control reports required by SAS 112 and ensure proper review & signature
Process costing changes
Maintain database for staff mobile stipends
Maintain effective internal and external client relationships
Backup for Faculty, Research Fellows, Teaching Fellows and Student and Temporary Payrolls

Financial Associate Resume Examples & Samples

Working with the ADF and Grants Administration in monitoring and reconciling post-award expenditures/invoices
Following up with any problems and resolving them with journals or other appropriate actions
Monitoring post-award expenses to ensure compliance in accordance with granting agencies and University guidelines, ensuring that expenditures are allowable and allocated to the correct funds
Advising PIs on Harvard University and CBAR policies and procedures
Relaying NIH rules and regulations to CBAR personnel
Assisting ADF with NIH cooperative agreements administered at the center
Attending necessary meetings and trainings
Assisting in the development of forms and systems to streamline financial functions
Assisting with annual Uniform Guidance audit
Assisting ADF with other projects as needed
5+ years of related experience, with 2+ of those years of experience in finance, grants management, or experience working in an academic environment required. Education beyond high school may count towards experience

Administrative & Financial Associate Resume Examples & Samples

Works closely with Research and Laboratory Sciences to ensure the efficient operation of the clinical research activities
Serves as the focal person of the unit and ensures the flow of information
Uses systems and processes to assure timely and smooth flow of work including developing and implementing project and program tracking tools
Organizes meetings, travel, and special events and prepares meeting/training materials as requested
Sets up teleconferences and meetings for internal and external communications, distributes call and meeting details, and prepares agendas and minutes for the communications
Assists research staff with sending out communications to sites and partners
Assists in the preparation and checking of Purchase Orders
Prepares and monitors monthly expenditures for projects including checking that the correct cost codes are used
Helps to check that Purchase Orders raised by projects match project budgets, in particular for the Defeat TB project in Kyrgyzstan
Assists with the reviewing of invoices and budget progress reports
Works with project leaders to resolve problems associated with expenditure and budgets
Establishes and maintains systems to monitor and track budgets and project deliverables
Ensures that the responsible activities are implemented in a timely way consistent with FHI 360’s professional standards
Consults, informs, and discusses with Director or Project Manager on assigned activities and relevant issues
Performs other relevant duties as assigned
3-5 years accounting or finance experience
Or an equivalent combination of relevant education and/or experience sufficient to successfully perform the key responsibilities of the position
Knowledge of general office practices and administrative procedures
Knowledge of concepts, practices and procedures for Generally Accepted Accounting Principles, budgeting and fiscal control
Demonstrated spreadsheet skills
Relevant software skills to include Word, PowerPoint, Excel, Outlook, website management and internet searching/researching
Resourceful through use of technology and administrative skills to resolve issues and create efficiencies and simple systems
Respond to inquiries independently and follow-up on requests in an efficient and timely manner
With minimal supervision manage high volume of work-flow effectively
Good management skills and ability to monitor projects, set up priorities, and plan for successful program implementation
Ability to verify and analyze financial data, identify errors and prepare reports
Excellent interpersonal and team work skills

Financial Associate Resume Examples & Samples

Process invoices sent electronically for payment
Work with Media Buyers to clear discrepancies
Call stations for missing and revised invoices
Clear station statements

Financial Associate Resume Examples & Samples

Good communication & customer service attitude. Good team work and open mind
Good at numbers, accounting knowledge. Can work under pressure, responsible, aggressive
Familiar with computer key-in & MS-office

Financial Associate Resume Examples & Samples

Analytical ability to investigate, diagnose and resolve customer issues
Proven and effective problem solving and decision making skills
Able to multi-task, prioritize and work independently as well as collaborate with teammates for effective workload management and to fulfill customer requirements
Knowledge of Supply Chain processes from requirements generation through receipt

Analyst, Financial Associate Resume Examples & Samples

Review monthly results from P&L reports and Balance Sheet accounts
Prepare analysis, review variances, identify issues and follow thru with affiliates, including working with CUSA Shared services
Standardization and improvement of processes and procedures
Assist in identifying and researching variances
Assist in the review and preparation of the Canon Americas budget and sales forecasts along with the related presentations to Senior Management
Prepare analysis and assist with preparation of special projects and presentations for various meetings throughout the year
Work with CUSA departments and affiliates to process credit notes and prepare information pertaining to sales incentives and marketing programs to customers
Will utilize Oracle and Hyperion
Bachelor’s Degree or equivalent experience is required
A minimum of 2 years of relevant experience is required
Strong financial experience in the following areas: P&L, analysis and forecasting
Strong excel skills are required
Excellent communication skills are required
CPA would be a plus, but not required

Financial Associate Resume Examples & Samples

Provide overall administrative, financial, and operational support and coordination to Social Marketing and Communication (SMC) staff. Facilitate internal communication by working closely with finance, contracts, operations and program staff, and other departments as needed for assigned tasks
Review all requests for payment, including staff expense reimbursements, vendor, consultant, and subcontractor invoices for accuracy and in a timely manner
Coordinate and track department project procurements, which includes the preparation of purchase orders, consultant work orders, subcontracts, travel authorizations and other procurement documents for review and approval by Finance & Operations team, in collaboration with the Contracts department & senior Manager/Directors
Review for completeness and accuracy of entries processed through the Costpoint financial system by project staff
Provide training and best practices or the Costpoint financial system to current and new project staff, as needed
Manage and maintain SMC contractual and financial files
Perform general administrative duties, including photocopying, faxing, managing mailings/shipments, monitoring and ordering of supplies, and working with Facilities and IT departments, as needed, to maintain the functionality of office copiers/printers
Assist staff with other administrative tasks as assigned

Financial Associate Resume Examples & Samples

3+ years of related experience; a combination of education and experience will be considered
College Degree in a related field strongly preferred
1+ Years of experience in academia preferred
Prior payroll or salary accounting experience strongly preferred
Prior experience with Microsoft Excel is a must
Attention to detail, prior experience with Microsoft Office, strong organizational skills, proven clear communicator in both written and verbal form
Ideal candidate is self-directed, possesses ability to use high degree of judgment, can prioritize duties and meet multiple deadlines and handle complex and sensitive confidential information with discretion
Must be a team player with a strong service-oriented attitude
Previous Harvard experience very helpful. Familiarity with Harvard financial and payroll systems, applications, and policies preferred
Knowledge of PC systems and applications preferred

Financial Associate Resume Examples & Samples

Associate’s degree in accounting and at least five years accounting experience or a minimum of seven years’ experience in accounting in lieu of a degree in a business and/or academic setting
Experience with Microsoft Office Suite required
Excellent customer service skills with an interest in training crucial
Ability to work independently and cooperatively within a team, to manage and prioritize multiple tasks successfully, and to accept new roles and quickly master new technical skills a must
Prior experience with Oracle, ASPerIN and PeopleSoft systems a plus as well as with Harvard financial systems (CREW, HCOM, HUBS and General Ledger)

Financial Associate Resume Examples & Samples

Reviews CAPS forms for data integrity including collaboration with all Schools/units to make necessary updates as needed
Prepares memos for senior leadership
Distributes capital project information to interested parties
Trains and supports users of the CAPS systems once system proficiency obtained
Completes monthly deliverables based on CAPS form data
Assists with the administration of various University wide construction committee meetings; responsibilities include distributing agendas, attending meetings, and taking notes
Participates in the support, enhancement, and testing of the automated systems
Performs complex analyses for preparation of the University’s capital plan
Works within a team and collaborates with capital planning personnel across Schools/Units
Performs other ad-hoc duties as assigned or requested
Two to three years of related financial/office experience
Bachelor’s degree in Finance, Accounting, Business or a related degree with some work experience considered
Desire to work in a team environment where each position contributes to the overall department goals and ultimate work product provided to senior key administrators of the University
Strong analytical, organizational, problem solving, customer service skills and excellent oral and written communication skills
Proficiency with Excel, Word and PowerPoint
Ability to multi-task and work under pressure in a deadline driven environment
Must be comfortable to communicate with a large diverse set of University constituents

Financial Associate Resume Examples & Samples

Review of application requirements and grant proposal preparation, including budgeting and coordination with partnering institutions
Budget reconciliations, projections, and updates for both sponsored and non-sponsored funds
Financial reporting to the sponsor in coordination with Harvard’s sponsored programs office
Coordination of timely effort reporting
Submission of timely payroll changes for project personnel
Reviewing and limited approving of accounts payable
Monitoring both SPH and subcontractor expenses to ensure appropriate expense allocation to sponsored awards
5+ years of related experience required, with 2+ of those years of experience in finance, grants management, or experience working in an academic environment. Education beyond high school may count towards experience
Bachelor's degree and/or certification in research administration, business, financial management and/or accounting preferred
Experience working in Academia preferred
Strong skills in MS Excel or similar financial spreadsheet software
Familiarity with federal circulars, Uniform Guidance, FAR, NIH and NSF policies, procedures, grants.gov, NIH commons
Financial/accounting bbackgroundand familiarity with Harvard financial systems, applications and policies preferred
Experience with research faculty preferred; experience with an international non-profit organization or university a plus

Financial Associate Resume Examples & Samples

5+ years of related experience required, with 2+ of those years of experience in finance, grants management, or experience working in an academic environment. Education beyond high school may count towards experience.
Financial/accounting background and familiarity with Harvard financial systems, applications and policies preferred
Experience with research faculty preferred; experience with an international non-profit organization or university a plus.

Financial Associate Resume Examples & Samples

Month-end close duties including journal entries (accruals, prepaid and expense transfers),
Account reconciliation and verifying accuracy of the general ledger
Assist areas of responsibilities for annual Plan and quarterly Forecasts
Monthly and quarterly variance analysis for expenses for actual results to plan/forecast and current to previous plan/forecast
4+ years finance related experience generally required, healthcare finance a plus
Finance/Financial Budgeting/1-3 Years
Finance/Financial analysis - closing, planning, forecasting processes/4-6 Years
Finance/Expense management/1-3 Years
Desktop Tools - Microsoft Excel/4-6 Years
Reporting Tools - Hyperion Enterprise/4-6 Years
Reporting Tools - Oracle Reports/4-6 Years
Communicating for Impact - ADVANCED
Maximizing Work Practices
Driving a Culture of Compliance
Self Starter able to figure things out on own but not afraid to ask questions
Collaborating for Results

Financial Associate Resume Examples & Samples

2+ years finance related experience
Intermediate to advanced experience with Excel/Access is required
SAS and/or SQL experience is a plus
Ability to manipulate large amount of data into concise analytical reports is required
Able to work independently with business areas to compile/understand information
Ability to multi-task while still producing accurate results
Healthcare, Medicare or insurance industry experience is a plus (not required)
Finance/Financial reporting and analysis/1-3 Years
Management/Management - Data tools: building and utilization/1-3 Years
Management/Management - Data analysis and interpretation/1-3 Years
Management/Management - Medicare/1-3 Years
Desktop Tools/TE Microsoft Excel/1-3 Years/Power User
Reporting Tools/SAS/1-3 Years/Power User
Database/Microsoft Access/1-3 Years/Power User
Desktop Tools/Microsoft SharePoint/1-3 Years/End User
Communicating for Impact/ADVANCED
Turning Data into Information/ADVANCED

Financial Associate Resume Examples & Samples

Fulfil the internal and external reporting obligations and internal control objectives of the Aetna International entities
Responsible for the preparation, reconciliation and maintenance of schedules and analyses supporting internal management and statutory financial information and disclosures
Provide information and assistance to facilitate the completion of annual financial audits, quarterly reviews, and regulatory financial examinations
Prepare account analyses and roll-forwards to help identify unusual trends, accounting and internal control issues, and non-standard entries. Work with appropriate responsible parties to communicate issues and resolution plans
Responsible for various elements of the entity’s monthly financial close process including: recording of journal entries, maintenance and reconciliation of financial systems, and accurate communication to management
Assists in the production of information designed to meet the entity’s capital requirements
Assist in the implementation of company initiatives including improved management information requirement, financial information system, financial planning and analysis tools, and internal control enhancements
Participate in and influence the design, operation, and enhancement and monitoring of the Company’s internal control structure including: reconciliation controls on bank accounts, general ledger accounts, subsidiary systems and financial reporting system
Ensure compliance with Aetna and AGB internal control and financial reporting guidance
Prepare and record routine journal entries. Posts ledger entries on a timely and accurate basis in line with Aetna policies and procedures
Maintaining the consolidation packages including adjustments for US GAAP
Liaising with Auditors and other external parties, from a finance perspective, as and when required
Providing Assistance for additional reports prepared at quarter end and year end, including preparation of financial statements for the UK entities under IFRS, local regulatory reports for overseas branches, quarterly tax reports, 10k reporting and IGD returns
Any other ad hoc project work as and when required
Strong education record (GCSE, A-Level, Degree or equivalents)
Part qualified, currently studying towards a professional accountancy qualification (ACCA or equivalent)
Computer literate to include aspects of Microsoft Office especially Microsoft Excel
Knowledge of accounting systems/software (e.g. Oracle)
Previous experience of working in a finance department and/or insurance preferred

Temporary Financial Associate Resume Examples & Samples

Prior experience in cost accounting and/or general accounting
Knowledge of Canadian GAAP
Must have excellent MS Excel and MS Word skills
Possess a College Diploma/Bachelor Degree in Accounting or Finance, or possess a diploma/degree in Business with a concentration in Accounting or Finance
Preferred candidates must have a minimum of two years experience in a corporate or plant accounting environment
Experience with Oracle general ledger modules is a plus
High attention to detail and the ability to work well in a team environment
Strong communication, writing, interpersonal, organizational skills and ability to interact with all levels of management
Ability to multi-task, prioritize, and manage time lines is essential

Financial Associate Resume Examples & Samples

2 years of finance related experience; emphasis on data analysis, reporting
Core Microsoft Office skills required
Experience working with large amounts of data (using Access, Hive, SQL, SAS) helpful
Hyperion experience also helpful but not required
Healthcare experience preferred but not required

Financial Associate Resume Examples & Samples

Performs clerical accounting duties within a broad scope under little supervision (e.g., invoice fees, purchase order numbers)
Reconciles and posts transactions to the general ledger
Supports moderately complex customer inquiries, typically without escalation
Provides significant support on assignments (e.g., implementing a new system)
Identifies opportunities for improvements and makes recommendations
Strong business application skills (e.g., Microsoft Office Suite, SAP)

Financial Associate Resume Examples & Samples

3+ years of related experience with 1+ years of pre/post award experience; a combination of education and experience may be considered
Bachelor’s degree and/or Certified Research Administrator (CRA) preferred
Experience with Harvard/ SPH policies and systems (GMAS/Wasabi) preferred
Sponsored Research and/or financial experience preferred
Excellent written and verbal communication skills required
Advanced Excel experience required
Good working knowledge of research compliance issues & of key federal grant regulations (OMB Circulars A-21, A-110, A-133) and other compliance issues and Harvard / SPH policies/regulations preferred
Understanding of human subject regulations, animal regulations and other research compliance areas preferred

Customer Financial Associate Resume Examples & Samples

Prepare return goods authorization for customers
Issue credit for return goods based on established policy
Bill warehouse program customers
Verify and post defective product and other miscellaneous credits
Maintain VIP and special price file
Monitor compliance and issue credits for promotional allowance program
Update and maintain trade discount accrual
Verify compliance with established trade discount program
Prepare customer reports for entry into computer
Process and post fleet rebates
Key discounts into customer files on a part number level
Resolve discrepancies with customers regarding trade discount credits
Create daily credit memo batch
Responsible for the preparation, scanning, match and merge, uploading and verification of document imaging

Financial Associate Resume Examples & Samples

A minimum of 2 years experience with an Accounting/Finance degree from 4 year college, healthcare a plus
Accounting professional should posses strong skills in GAAP, G/L, balance sheet and income statement reconciliations, and a firm understanding of the accounting cycle
Critical thinking skills and the ability to work independently while problem solving is critical

Financial Associate Resume Examples & Samples

5+ years of related experience; a combination of education and experience may be considered. Must have at 2+ years of financial experience, grants management experience, or experience working in an academic environment
Experience with Harvard/SPH policies and systems (GMAS and Wasabi) preferred
Experience with Research Faculty working on grants and contracts preferred
Working knowledge of research compliance issues & of key federal grant regulations (OMB Circulars A-110, A-21, A-133) and other compliance issues and HU/SPH policies/regulations preferred
2+ years pre- and/or post-award management experience preferred

Financial Associate Resume Examples & Samples

Manage an integrated prospect experience leveraging inbound/outbound tactics, including email / SMS marketing and messaging
Learn the operations behind email/SMS service provider(s) and act as single point of contact for all email /SMS matters
Be subject matter expert for email /SMS marketing and champion best practices within the organization
Design and execute email lead nurturing campaigns from idea creation, creative, copy, design, deployment, scheduling, segmentation, production, A/B testing, and optimization
Execute, report on and continuously optimize email marketing campaigns
De-construct competitive best practices in email marketing from leading brands
Navigate effectively from high level strategy down to tactical, email channel optimization with a focus on personalization/customization
Develop contact management strategy to influence customer experience and relationship deepening
Manage messaging stream, cadence & strategy across marketing/deepening, and account servicing emails with an understanding of impact to lifetime value
Partner with creative teams to define creative needs (e.g. write creative briefs, partner to develop effective and efficient creative templates, streamline creative development processes, etc.)
Ensure campaign objectives align to business priorities across marketing channels and deliver on financial goals
Utilize quality assurance reviews to improve email deployments and maintain health of ESP(s)
Manage multiple work streams, project manage to ensure timely delivery on objectives, and handle a very fast-paced timeline-driven environment
Manage email marketing budget with a focus on delivering optimal outcomes at efficient levels of marketing spend (CPM, CPA, MROI)
Continuous use of A/B and multivariate testing (test, learn, apply, optimize) methodology to optimize email marketing activity
Measure performance of email marketing activity with KPI's including deliverability, open, click, revenue contribution at campaign level and present to senior leadership
10+ years' experience in a business related role; minimum 5+ years' experience in digital marketing (prefer a focus on integrated demand generation)
Financial services experience is a plus and/or experience in regulated industries
Understand marketing technologies and methodologies
Demonstrable experience leading and managing email marketing and marketing database segmentation
Experience in identifying target audiences and driving qualified traffic through email / SMS campaigns that engage, inform and motivate
Passionate/knowledgeable about optimized design and user experience
Strong analytical skills and data-driven thinking
Comfortable presenting ideas to stakeholder groups and leadership -- strong written and presentation skills
Experience with A/B and multivariate tools/techniques
Experience managing and forecasting budgets and performance across marketing channels
Demonstrated ability to work with external agencies and manage day to day interactions
Innovative thinker -- willing to consider novel approaches to solving difficult problems
Energetic -- high energy, willing to work hard and enjoy success and willing take risks
Self-starter -- driven to get results, needing little or no management oversight
Passionate -- always strive for excellence and have pride in your work
Bachelor's Degree required, MBA preferred
LI-LT1

Financial Associate Resume Examples & Samples

2+ years healthcare finance, medical economics, actuarial or underwriting
Bachelor's Degree or advanced degree in Finance, Accounting, Actuarial Studies or related areas
Demonstrated ability to work independently and bring projects to completion
Experience in Excel. Access and Essbase experience a plus
Interest and ability to advance with Aetna Finance

Senior Financial Associate Resume Examples & Samples

5+ years overall finance / accounting experience required
Accounting - closing, reconciliation, general ledger /4-6 Years
Financial analysis - P&L support/4-6 Years
Financial analysis - planning, forecasting processes/4-6 Years
Financial reporting and analysis/4-6 years
Financial analysis - closing, planning, forecasting processes/4-6 Years
Financial reporting and analysis/4-6 Years
Microsoft PowerPoint/1-3 Years/End User
Microsoft Word/4-6 Years/End User
Microsoft Visio/1-3 Years/End User
Finance/Profit and Quality Vigilance/ADVANCED
General Business/Turning Data into Information/ADVANCED

Financial Associate Resume Examples & Samples

Reviewing journal entries and analyzing general ledger accounts
Prepare investment funding and expense wires
Book journal entries as needed
Reconcile high priority cash transactions
Perform quarter end close process
Unrealized Carry Calculation validation
Preparing quarterly reporting package
Prepare corporate reporting package
Assist in all aspects of preparing quarterly and audited annual reports including preparation and review workpapers and performing variance analysis
Reviewing and validating proceed/income allocations and waterfall results
Prepare capital drawdowns and distributions
Validate management Fee calculations and prepare billing statements
Work with internal valuation team to ensure data completeness
Work with technology teams to improve system functionality and validate enhancements
Monitoring the usage of credit facilities
Prepare weekly management reporting
3-5 years of related experience in public and/or private firm
Proficiency in excel required

Financial Associate Resume Examples & Samples

2 years finance related experience, healthcare a plus (generally required)
A base knowledge of Healthcare and insurance fundamentals
Experience in using Excel and Hyperion
Some experience with PowerPoint
Desire to grow and demonstrate your abilities

Financial Associate Intern Resume Examples & Samples

Payment initiation
Accounts payable compliance and workflow management, checking and submission of compliant invoices for offshore processing, resolving exceptions with vendors and business contacts as required
Accounts Payable issue resolution, including running weekly review meetings with controllers and key stakeholders
Accounts payable statement reconciliation for Key vendors, working with our vendors to ensure critical accounts are kept on an accurate and timely basis
Month end reporting, including preparation of monthly journals and underlying calculations for selected tasks, plus supporting the submission of figures to corporate for consolidation and the associated reporting
Cash flow tracking and reporting
Intercompany recharge process
General ledger account reconciliation, including provision of supporting documentation and compliance reviews of completed reconciliation of selected accounts
External audit, assisting with the preparation of selected schedules for audit and response to requests for information made by both internal and external auditors
Preparation of Visitor tracking and various National statistics returns for UK Government reporting
Record keeping/management in compliance with statutory requirements
Take ownership of selected higher complexity month end tasks, along with closing processes and submission of a couple of smaller entities
Increased involvement in the internal and external audit cycles, interaction with audit staff
Opportunity to work closely with the UK controller and Associate controllers on various Ad Hoc projects which may include areas such as process improvement work, taxation reporting and statutory returns, group entity structure & acquisitions
Increased exposure to other finance teams both within UK and the broader European & Global finance communities through inclusion in wider projects and reporting matters
LI-GB

Financial Associate Resume Examples & Samples

Prepare materials and make presentations with prospective or existing clients. Some appointments may be in unison with the Senior Advisor or on his/her own
Analyze and evaluate customer profiles to determine the needs of existing clients and prospective clients that will lead to maximum wallet share, including Chemical banking solutions
Prepare and complete customer transactions that guarantee exceptional quality and necessary attention to detail in accordance with Cetera, regulatory, and program policies and guidelines
Build and maintain positive working relationships with external and internal customers by being proactive, taking responsibility and acting on it within assigned levels
Meet established activity and achievement goals as defined by the Senior Advisor, Regional Manager and/or Program Manager
Comply with all government rules and regulations, as well as, policies of Chemical Bank & Cetera
Technical expertise and analytical skills in the areas of cash flow, education funding, investment analysis asset allocation, retirement planning, risk management, and estate analysis
Must have proficient listening, verbal and written communication skills
Proficient in Microsoft Office Products
Excellent Presentation Skills
Multi-task while maintaining attention to detail
1 to 3 years successful experience in the sales or financial field
Associates/ Bachelors preferred or must be working towards a degree

Financial Associate Resume Examples & Samples

Provide a full range of services including answering client inquiries for account and portfolio information and handling client requests, acting as the point person for client-related issues
Responsibilities include opening and maintenance of client accounts, handling account paperwork, client correspondence, trade execution, asset movement, report generation, cost basis evaluations, and other account related activities
Possess relationship management skills and cultivate a service environment targeted towards enhancing the client experience. Thorough understanding of a client service environment is required
Analyze/problem solving, both independently and with the advisors
Monitor/escalate service issues to ensure a high quality response to clients
Manage Referral Program for bank locations
Responsible for marketing initiatives with the bank charter and develop bank-related activities and training opportunities
Possess knowledge on a wide array of financial products and services
FINRA Series 7 and Series 66 preferred
Working knowledge of Microsoft Word, Excel, Outlook; knowledge of First Clearing system, Morningstar, and Bloomberg desirable
Financial Industry and/or Customer Service experience strongly preferred
Exceptional oral and written communication skills

Financial Associate Resume Examples & Samples

This position may be filled by a layoff or certification eligibility list if applicable
A background check, tax check, and BCI fingerprint check, will be required on all selected applicants
A comparative analysis and/or drug test may be a requirement of the hiring process
This position will be filled in accordance with the bargaining unit agreement if applicable

Head of Financial Associate Resume Examples & Samples

Exposures in Banking/Investment fields with sales management/operation experiences
Goal committed, organized & skillful in staff coaching
Good communication/coordination skills & supporting teamwork

Financial Associate Resume Examples & Samples

3+ years of related experience; a combination of education and experience may be considered
Bachelor's degree in related field preferred.
Previous experience with grant submittals and pre-award support is a strong plus.
Prior experience with word-processing, spreadsheets, and databases preferred

Financial Associate Resume Examples & Samples

Performs clerical accounting duties within a defined scope under moderate supervision (e.g., invoice fees, purchase order numbers)
Supports basic customer inquiries, typically without escalation
Provides basic support to an assignment (e.g. implementing a new system)
Good business application skills (e.g., Microsoft Office Suite, SAP)

Financial Associate Resume Examples & Samples

Financial reporting and analysis 
Positive attitude and an ability to adapt to an ever-changing environment
Strong analytical ability; creative problem solver; detail and solution oriented
Must be able to multi-task, to work under pressure and meet tight deadlines
Strong computer skills for using Oracle financials, Hyperion Smartview, Hyperion Essbase, Cognos and other software

Financial Associate Resume Examples & Samples

Bachelor’s degree in Accounting or comparable field and/or related years of experience
3+years related experience in accounting, preferably with accounts receivable/cash application or licensing
Exemplary attendance and job performance

Financial Associate Resume Examples & Samples

Responsible for handling the client’s actual and forecast submission in their reporting tool as per the deadlines
Create, Analyse and work closely with the client for submission of Plan and Strat Plan submissions, simulatenously working with the various client departments
Prepare, analyse and circulate monthly MIS in addition to the various ad-hoc requests as and when required
Colloborate effectively with the various HP teams and provide directions as and when required to align with the client reporting policies
Intermediate CA/ICWA/M.com preferred, we are also open to good B.Com graduates who have a flair and an attitude to learn and excel
Typically 3-5 years of experience in similar profile or working in Recording to Report module. Preference would be given to people from Apparel industry background or from manufacturing sector
Ability to apply analytical, statistical and problem solving skills
Good understanding of industry and pro-actively provide insights to the client
Strong written and verbal communication skills. Ability to effectively communicate his point of view and negotiate options
Well versed in MS office products, exposure to SAP would be preferred
Strong inter-personal and presentation skills

Financial Associate Resume Examples & Samples

High School Diploma or General Education Development (GED) certificate
Previous customer service experience preferred
Knowledge, abilities and skills required
Basic knowledge in the field of Customer Relations. Customer service oriented, empathetic and the ability of handling irate customers
Demonstrated writing/correspondence skills
Demonstrated verbal communication skills
Computer proficiency is a must, including Microsoft Office suite
Manage high volume workload in a calm and constructive manner
Able to multi-task and be organized
Strong sense of urgency

Senior Financial Associate Resume Examples & Samples

5+ years finance or accounting related experience (ex. reporting, budgeting, forecasting, etc.); healthcare finance a plus
Intermediate Excel Skills; ability to manipulate and present data. Advanced Excel skills desired
Strong communication skills; ability to interact and communicate with various levels of management across the company
Medicaid experience strongly desired

Financial Associate Resume Examples & Samples

Strong computer skills. Currently utilizing Microsoft Office Suites (Excel, Word and PowerPoint)
Excellent business application skills (Systems, Applications, Products (SAP)
Understanding of accounting processes

Financial Associate Resume Examples & Samples

Assist with thecentralisation of the regional work forSEA region (Singapore, Korea, Indonesia) and improve the current processeswhere required by the revised policies
Maintain the month endschedules, post month end GL journals to the point of monthly final TB on bothUS GAAP and local GAAP basis
Preparation of monthend BS reconciliations in line with Aetna policy
Assist with theQuarterly reporting for the Insurance entity in Singapore
Assist with the interimand year end audits as well as internalaudit
Relevantpractical finance experience
Strong Excelskills (Pivot Tables, Macro books and V-Look Ups)
Financial Systems such as Oracle Dynamics and Hyperion
Insurancebackground preferable

Financial Associate Resume Examples & Samples

Assist with the centralisation of the regional work for SEA region (Singapore, Korea, Indonesia) and improve the current processes where required by the revised policies
Maintain the month end schedules, post month end GL journals to the point of monthly final TB on both US GAAP and local GAAP basis
Preparation of month end BS reconciliations in line with Aetna policy
Assist with the Quarterly reporting for the Insurance entity in Singapore
Assist with the interim and year end audits for 4 legal entities as well as internal audit
Relevant practical finance experience
Strong Excel skills (Pivot Tables, Macro books and V-Look Ups)
Insurance background preferable

Financial Associate Resume Examples & Samples

Excellent written & spoken communication skills
Experience: 5 years of experience in the area of project management support within professional services
Proficiency in MS Office
Supporting the definition of small/medium project Business Cases (scope, goals, deliverables, costs, timescales, plans, dependencies, resource requirements and milestones)
Ensuring pre-scope project plan is communicated to all project stakeholders together with their individual responsibilities
Providing effective management support to project teams on small to medium sized projects, or assisting Project Managers on streams of other large projects
Co-ordination of publication, review and sign-off of major Project Management deliverables
Ensuring project plans are created and maintained, deliverables tracked against time and cost, and resource utilization is monitored
Coordination of the regular project and program level reporting cycles
Organize workshops to identify areas of improvement for projects, documenting recommendations and presenting them to the Management
Build up a repository of project templates both technical and management to support the Project Managers – use examples from current and past projects to identify best practice
Report generation following a predefined script as well as preparation of custom reports for project needs

Financial Associate Resume Examples & Samples

Bachelor’s degree in science or equivalent with a minimum of 5 years of related experience in supply chain
Excellent written/verbal, editing and presentation skills in English
Self-motivated in fast-paced environment
Ownership of processes and associated tasks
Ability to quickly pick up domain expertise
Proficiency with working on web-based tools and applications
Computer skills, including all Microsoft products
Detail oriented and process focused
Ability to manage multiple deliverables with minimum guidance and pro-actively set up communication processes with stakeholders

Financial Associate Resume Examples & Samples

Bachelor's degree in related field preferred.
Prior experience with word-processing, spreadsheets, and databases preferred.
Previous experience with Academia, International payments, and Harvard Systems is a strong plus

Financial Associate Resume Examples & Samples

Strong computation skills
Excellent business application skills (e.g. Microsoft Office Suite, SAP)
Intermediate English (written and spoken)
Strong problem solver skills

Financial Associate Resume Examples & Samples

2 - 4 years of experience (BPO/Non BPO/KPO/Financial Services Industry) F&A Domain, Expenditure Cycle, P2P, Accounts Payable
Strong understanding of basic accounting concepts
B.com, BBA graduates can apply with 50% and above marks
Well versed with soft skill : PPT’s, MS Word, MS Excel
Flexible to work on shifts – 6:30 am to 3:30 pm / 3:30 pm to 12:30 pm
Proficiency in MS Excel and ERP Systems(SAP)
Good analytical skills and should be a team player

Financial Associate Resume Examples & Samples

Typically 0-2 years of work experience
Willingness to work on large sets of data & exhibit basic data analytical skills
Experience: 0 - 2 years of experience (BPO/Non BPO/KPO/Financial Services Industry) F&A Domain, Expenditure Cycle, P2P, Accounts Payable, Accounts Receivable, Reconciliation, Transaction Tax

Financial Associate Resume Examples & Samples

Ensuring the completeness, accurate and on time reporting and analysis of Revenue and Balance Sheet
Working with the firm to evaluate & assimilate new products and strategies in a regulated manner, ensuring appropriate reporting, accounting and disclosures
Providing consistent and significant financial data to the business managers, external partners, including regulators, and other relevant internal groups
You will be conducting various analyses across the business with respect to revenue, deal structure, providing opinion on accounting and revenue reporting for new deals, and reviewing financing activity
You will assist in the completion of specific conduit slides within the overall Asset Finance monthly dashboard
You ensure the compliance with SOX controls and Accounting Standards, e.g. Failed Sales
You provide analysis and information in response to ad hoc requests from various areas throughout the firm (e.g., Front Office, Regulatory and Accounting Policy)
You possess 2 - 7 years of financial service, banking or accounting experience
You have firm understanding of US GAAP Accounting disclosures & policy
You have exposure to Asset Finance or mortgage related products such as ABS, RMBS, CMBS
You have solid PC skills including Excel, PeopleSoft Financials, as well as comfort with manipulation and presentation of financial data
Team collaborator, active, self-starter, who can be dynamic and implement process changes
Highly focused to the significance of a solid regulated environment and shows a high level of attention to detail in every part of their tasks

Financial Associate Resume Examples & Samples

Proficiency using excel (pivot tables, spreadsheet design) and outlook (calendar management, shared calendar maintenance and upkeep). Great interpersonal skills and a customer service oriented approach to work
Professional and highly organized, self-directed and self-motivated
Proven ability to manage and prioritize multiple shifting priorities independently
Excellent written, interpersonal and cross-‐cultural communication skills
Intellectual curiosity and passion for supporting the mission of the Center's work
Must be able to work and focus in an open environment with frequent disruption.
The successful candidate will possess excellent organizational skills, comfort and proficiency with excel and managing spreadsheets and budgets, proficiency with scheduling and managing calendars, and a proactive approach to work

Financial Associate Resume Examples & Samples

0 to 24 months financial, budgeting or accounting experience
Proficient navigating and maintaining databases
Knowledge of standard bookkeeping and accounting procedures
Advanced excel skills with ability to build and manipulate spreadsheets
Highly organized and able to handle multiple projects and deadlines
Must be able to supervise staff and communicate directions and expectations effectively

Financial Associate Resume Examples & Samples

0 - 24 months financial, budgeting or accounting experience
Able to produce reports and complete work within deadlines
Composition and proofreading skills

Digital Financial Associate Resume Examples & Samples

Categorize digital vendor invoices received daily via mail
Run AP reports from Mediaocean to compare against invoices
Code invoices based on key criteria
Upload invoice information into Mediaocean to allow digital investment teams to reconcile and approve invoices for payment

100

Financial Associate Resume Examples & Samples

3+ years of related work experience
CPA, CA or parts passed
Previous experience working within a Public Accounting firm

101

Financial Associate Resume Examples & Samples

1-3 years of relevant experience, preferably in the Health Care Industry/Insurance
Knowledge/understanding of Medicare a plus
Intermediate Excel Skills (ex. ability to create pivot tables, etc.). Experience with SAS is a plus

102

Financial Associate Iv-s A, Bhavani Resume Examples & Samples

Any Graduate ( Non IT )
Should have done Japanese language course from any recognized University/ Institute
Japanese-Language Proficiency Test - Level 3 or N3 minimum passed
Good English communication
Must Ok with morning Shift ( 6:30 to 3:30 )

103

Financial Associate Resume Examples & Samples

3+ years of related experience: a combination of education and experience may be considered
Bachelors degree is preferred
Attention to detail, strong communication skills and ability to interact with diverse range of faculty, students and staff

104

Financial Associate Resume Examples & Samples

Associate’s degree in Accounting
5+ years of related experience required, with at least 2 of those years of experience in finance, grants management, or experience working in an academic environment. Education beyond an Associate’s degree may count towards experience
Computer proficiency in spreadsheet and database software required
Bachelor's degree strongly preferred
Familiarity with NIH Training Grants preferred
Desire and aptitude to learn complex data query tools

105

Senior Financial Associate Resume Examples & Samples

BA/BS (Finance preferred)
1 -3 years’ work experience, preferably in a fast-moving consumer goods company, management consulting, or investment banking
Knowledge of accounting principles, credit memos, deductions
Excellent communication skills, both verbal and written, with all levels of management, internal and external
Ability to persuade and partner with a variety of functions including sales, finance and consultants
Strong organizational skills and ability to prioritize workload
High degree of initiative, drive, confidence, and resilience

106

Sptc Financial Associate Resume Examples & Samples

24 months financial, budgeting or accounting experience
Must have basic knowledge of QuickBooks
Must be proficient in MS Word and Outlook
Must be proficient in Excel with the ability to build and manipulate spreadsheets
Must have basic knowledge of accounting principles
Must be able to read and interpret state and federal policies
Must be detail oriented for accuracy of data and information
Must be able to produce reports and complete work within deadlines
Must be highly organized and able to handle multiple projects
Must have strong initiative to solve problems
Must be able to work well with interdepartmental and multidisciplinary teams and initiatives
Strong ability to communicate effectively - orally and through writing
Must be able to build rapport quickly with students, faculty, and staff
Must be able to schedule meetings and record minutes

107

Financial Associate Resume Examples & Samples

Proven experience in Networking architecture and troubleshooting
Complete or undergoing university degree in Software Engineering, Computer Maintenance or related
Experience using Excel & Word
Ability to navigate the Internet
3 Year Helpdesk and/or customer service
Talk & Type Ability
Strong Problem Solving & Follow up
Proven troubleshooting skills
Flexible with work hours
Social Media Savvy
Customer satisfaction focused
MCP or equivalent

108

Financial Associate Resume Examples & Samples

The Grants Manager/Financial Associate II is responsible for the financial and administrative management of a mid-sized portfolio consisting of one or several departmental research labs, and possibly one or more departmental service centers
Monitors and analyzes revenue and expenditures on federal and non-federal research grants, restricted accounts, gifts and other discretionary resources
Responsible for compliance and audit issues, budget submission, reporting, projections and accurate financial analysis
Monitors grants and contracts for Principal Investigator (PI) on a daily basis to ensure expenses are paid according to contract and government regulations within budget limits and timelines
Processes corrective journals to general ledger, oversees invoice payments; purchasing and corporate card transactions; vendor set-up; and gift account requests
Responsible for internal and external billings, including accounts receivable, credit vouchers, etc
Prepares financial reports for sponsored awards
Interprets award terms/conditions, Federal, non-federal and University financial/administrative policies
Assists PIs and Sponsored Programs Administration with the submission of grant proposals
Notifies PI and supervisor about funding shortfalls and plan for contingencies
Provides guidance to the faculty about department, university and sponsored policies

109

Financial Associate Resume Examples & Samples

Provisioning of reliable and meaningful financial information to the business managers, external stakeholders and other relevant internal constituents
Month end price testing in Longevity Markets and various disclosures
Consolidation of daily/weekly/monthly reports which include Profit & Loss analysis, trade vs. mark variance analysis, provision summaries, and stale mark analysis
Management reporting of various metrics including FOBO break trends, DART system usage, and Profit & Loss completion times
Providing analysis and information in response to ad hoc requests from various areas throughout the firm (e.g., Front Office, Tax, and Regulatory)
2-4 years of financial service, banking or accounting experience
PC skills including Excel, PeopleSoft Financials, and Essbase as well as comfort with manipulation and presentation of financial data
You will be a self-starter. You will also work well within a team and able to be dynamic and implement process changes
You should possess strong written and verbal communication skills

110

Financial Associate Resume Examples & Samples

The provision of reliable and meaningful financial information to the business managers, external partners and other relevant internal constituents
Profit & Loss Validation and Analysis (including clean P&L), Journal Entry and Review
Manage key risks such as interest rate and foreign exchange risks
Monthly and quarterly account ownership reconciliation, book management, legal entity and regulatory reporting and account policy implementation
Providing analysis and information in response to ad hoc requests from various areas throughout the firm (e.g. Front Office, Tax, and Regulatory)
Assisting in executing funding policy and procedures
Providing UAT support for various strategic system roll outs, as well as support for new business initiatives
You will be a self-starter, who also works well within a team and is able to be dynamic and implement process changes
Ideally 2 - 4 years of financial service, banking or accounting experience

111

Financial Associate Resume Examples & Samples

Ensuring complete, accurate and timely Profit & Loss Statement, Balance Sheets and analysis
The provision of reliable and meaningful financial information to the business managers as well as external and internal business partners
2-4 years working in the financial services, banking or accounting industry
Ideally graduated with a math based or accounting major
Derivatives Experience a plus

112

Financial Associate Resume Examples & Samples

Ensuring complete, accurate and timely Profit & Loss Statements, Balance Sheets and analysis
Commentary (Profit & Loss, price testing, inventory analysis)
PC skills including Excel, Access, Peoplesoft Financials, and Essbase as well as comfort with manipulation and presentation of financial data

113

Financial Associate Analyst Resume Examples & Samples

Responsible for providing analytical support to the General Manager
AR; Weekly AR Updates, Cisco AP Management for status, Submittal of Invoices to Cisco AP, Support all US Locations for CISCO Accounting
OH Account Management; Payroll, AP, T&E Expenses
OH Checking Petty Cash Management & WAR Report
Point of Sale Support; Systopia; coordinate POS Updates & Maintain Online Badging Info
End of Month; Balancing TDR updates in Metrics
Cisco Debit Mailer, respond to all customer inquiries and support resolutions & needs
Prepares and leads the monthly financial review with the client; providing custom reports as needed, and responds quickly to questions and requests. Assists in nurturing the relationship with the client
Prepares monthly bank account reconciliations, ensuring that discrepancies are resolved in a timely manner
Completes weekly, monthly and annual operating reports, all sales reports, special events sales billings and cash register audits for facility in a timely manner. This includes summary reports, variance reports and all food, labor and direct costs statistical reports
Supervises all accounting office functions including cash disbursements, payroll, cash receipts and general ledger accounting
Coordinates financial audits of component with internal and external auditors
Maintains compliance with ARAMARK's standards of operation, client contract and within ARAMARK's Business Conduct Policy
Manages and communicate cash flow related issues. This includes accurate and timely preparation of cash flow statements, management of receivables, payables, cash balance, control mechanism and timely deposits of all funds (weekly)
Generates Period critique reports for client and attending Accounting and Finance meetings
Responsible for working on special projects (P.O. CER Requests & Reconciliation). Responsible for addressing any operational or financial issues in Budgeting and Forecasting
Supports RDM in preparing Financial Projections
Supports FLM in weekly closing of GFF/TCS/MTK
Reviews financial measures of effectiveness daily. Develops methods of tracking financial performance
Additional tasks and responsibilities may be assigned at the discretion of the manager
Follows ARAMARK policies and procedures and safety policies
May be required to work overtime, nights, and/or weekends
Bachelor degree accounting or finance required
Must have Computer Information Systems training or experience
Requires minimum of 1-3 years of related experience
Must have experience in management or supervisory position
Computer skills necessary
Effective communication, analytical and interpersonal skills required
Must be proficient in financial calculations and have a moderate understanding of the accounting function
Must be able to use the spreadsheet as a tool in analysis

114

Financial Associate Resume Examples & Samples

Coordinates development, maintenance, implementation, and documentation of CIBMTR budget, grant and contract financial
Conducts financial analysis and applies mathematical models of financial or business conditions
Analyze appropriate funding sources and availability of funds for purchases and expenses; monitors purchase orders and key accounts on an ongoing basis
Monitor and review expenditures against the approved budget; confirm accounts and account balances
Reconcile monthly financial statements; maintain grant and contract management tools
Prepare financial analysis and projections for use in budget and strategic planning
Participate in annual budget process
Participate in grant closeout activities
Respond to routine and complex financial inquiries
Provide financial information for special projects; support CIBMTR financial reporting requirements
Process Funding Reallocation Forms for CIBMTR faculty and staff labor distribution changes
Track labor expenses by account
Prepare and submit invoicing to sponsors
Run monthly Oracle financial report package and other system reports as needed

115

Financial Associate Resume Examples & Samples

Coordinates development, maintenance, implementation, and documentation of financial operations
Analyze appropriate funding sources and availability of funds for purchases and expenses
Review and approve expenditures against the approved budget
Reconcile monthly financial statements
Prepare annual budget information
Process documentation related to department payroll
Process documentation related to accounts payable and purchasing
Provide financial information for special projects

116

Financial Associate, CCB Control & Oversight Resume Examples & Samples

Partner with the senior-level business executives in O&C and Strategy groups to actively manage expenses on a daily, monthly and annual basis
Coordinate with business partners to accurately budget and drive business accountability
Effectively analyze and communicate variances to budget, forecast, and prior periods to both Finance partners and business leaders
Work with the business to accurately allocate expenses to lines of business based on work drivers of functions supported
Ensure expense accruals are recorded on a monthly basis, as necessary
Drive process improvement to enhance reporting and gain efficiencies including creation and expansion of macros to reduce manual processes
Maintain cross-functional knowledge in understanding impact of expenses in both Finance and other areas within the bank
3-5 years of related financial experience
Excellent interpersonal skills necessary to communicate with senior leaders across O&C, Strategy and Finance
Experience in preparing reports detailing monthly performance
Hyperion Essbase, SAP, and SAS experience preferred

117

Financial Associate Resume Examples & Samples

Ensuring the complete, accurate and timely reporting and analysis of the Revenue and Balance Sheet
Working across business lines to evaluate & integrate new products and strategies in a controlled manner, ensuring appropriate reporting, accounting and disclosure
Providing reliable and meaningful financial information to the business managers, external & internal partners including regulators
Conducting various analyses across the business with respect to Turnover, Inventory Aging, Pricing, Providing opinion on accounting and revenue reporting for new deals, and reviewing securitization activity
Representing the Team on projects and system enhancements
Ensuring the compliance with SOX controls and Accounting Standards, i.e. Failed Sales
Providing analysis and information in response to ad hoc requests from various areas throughout the firm (e.g., Front Office, Tax, Regulatory and Accounting Policy)
3 years of financial service, banking or accounting experience
Comprehensive understanding of US GAAP Accounting disclosures
Exposure to mortgage related products such as ABS, RMBS, CMBS
Strong PC skills including Excel, PeopleSoft Financials, and Essbase as well as comfort with manipulation and presentation of financial data
Srong written and verbal communication skills

118

Financial Associate Resume Examples & Samples

Key responsibilities includes executing Month End Close tasks, Closing Steps, Journal Posting, Performing foreign currency analysis, process evaluation & documentation. Preparation and analysis of monthly BS schedules, reconciliations, knowledge on prepaid/accruals. Fixed Assets accounting, knowledge on creation of master data (CC/PC/IO/Assets). Intercompany Reconciliations & Follow-up process
To be able to Communicate effectively with customers via Phone & via email in order to build effective working relation
Hands on experience on any ERP (SAP would be added advantage)
Proficiency in Excel at intermediate level
2+ yr experience
Graduate in Commerce

119

Client Financial Associate Resume Examples & Samples

Day-to-Day Financial Management of Accounts
Ad hoc Reporting and Miscellaneous Client Specific Duties as Required
Adhere to FCB Health and IPG policies (SP&Ps) and procedures
0 to 2 years Accounting/Finance experience
Highly proficient in Excel (vLookup, pivot tables, etc,); database proficiency preferred
Ability to understand scope of projects assigned

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