Financial Director Resume Samples

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L Cummerata

Lionel

Cummerata

62236 Torphy Locks

Philadelphia

+1 (555) 710 0194

62236 Torphy Locks

Philadelphia

Phone

p +1 (555) 710 0194

Experience Experience

Dallas, TX

Financial Director

Dallas, TX

Streich, Yost and Turcotte

Dallas, TX

Financial Director

Ensure the effectiveness of financial systems and internal controls to ensure that they are fit for the purpose of protecting the business and its asset base
Develop the framework for strategic planning, for its three year rolling plans and forecasts and for annual budgets, and be owner of the planning and budgeting processes
Provide the Executive and Board with easy to follow clear, meaningful and timely financial information on a weekly, monthly, quarterly basis (including re-forecasts) and ensure the timely completion of annual accounts for, as well as the external audit
Represent the company, as discussed with the CEO, at negotiation and influencing meetings with peer retailers, bankers and other stakeholder and business partners
Ensure the team has the tools, applications, infrastructure and support to do their work effectively
Develop a diverse workforce which is flexible and agile. Have mechanisms in place for staff engagement, innovation and development. Ensure that there is an active succession plan in place
Act as a role model ensuring that staff perceive the organisation as a good employer and a great place to work

Phoenix, AZ

Director, Financial Risk Management

Phoenix, AZ

Hessel, Crona and Jast

Phoenix, AZ

Director, Financial Risk Management

Provide oversight to the ALM group on risk taking and risk management practice to ensure compliance with the ALM Policy and Guideline
Lead the development and implementation of comprehensive and informative reporting to senior management
Support the Treasurer in the management of relationships with banks and external financial partners to ensure positive and productive working relationships
Lead the implementation and continued development of the new liquidity framework
Assist in the drafting of treasury policies (e.g. investment, interest rate, commodity) to ensure Bombardier adheres to best practices in treasury management
Execute Bombardier’s investment management program
Execute all of Bombardier’s trading of financial products

present

Phoenix, AZ

Senior Director, Financial Inclusion

Phoenix, AZ

Wehner and Sons

present

Phoenix, AZ

Senior Director, Financial Inclusion

present

Working collaboratively with the FI cross functional team, to align the company's overall investments for FI (commercial, philanthropic, long term, innovation)
Strong entrepreneurial spirit with the passion for leveraging disruptive innovation and strategic partnerships to accelerate the delivery of financial services to hundreds of millions of unbanked people at scale
Lead the FI philanthropic investment strategy and implementation, including developing program concepts tracking and reporting of funded programs
Serve as subject matter resource on financial inclusion, for internal and external audiences, and speak on behalf of Visa to communicate the commitment and contributions of Visa to advance financial inclusion
Lead the development of Visa's FI strategy and programs in South Asia to deliver franchise value to Visa in expanding access to the underserved emerging middle class
Lead the agenda and coordination of the regional and country Cross Functional Team on FI (sales, product, MSS, GR, marketing, CR etc) to advance shared business objectives, and manage the communications with country management to facilitate support and commitment for programs
Develop and manage commercial partnerships with organizations that are catalysts behind driving financial inclusion at scale and whose perspectives are important in shaping the FI landscape

Education Education

Bachelor’s Degree in Accounting From

Indiana University

Bachelor’s Degree in Accounting From

Skills Skills

10+ years post qualification experience (ACA, ACCA, CIMA or equivalent)
Financial and client commercial management in a media / advertising environment at a senior leadership level essential
Proven leadership and team development / mentoring and coaching experience
Strong interpersonal, verbal and written communication skills
Ability to handle multiple priorities simultaneously and to meet strict deadlines
Highly developed financial planning, budgeting and analytical skills
Ability to challenge processes and implement change
Collaborative team player, relationship builder with a can-do, highly motivated attitude
Prior experience within the media buying sector will be a distinct advantage
Merger and acquisition experience would be advantageous but not essential

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Financial Standards Director, Corp Finance Resume Examples & Samples

A minimum of a Bachelor’s Degree in Accounting or Finance combined with CPA certification is required
8+ years’ experience in accounting and financial reporting, including SEC reporting experience and controls background with proven ability to interpret technical accounting standards and regulations is required
Strong technical accounting knowledge and ability to communicate complex information clearly and concisely and to influence and negotiate on challenging projects is required
Proven management and mentoring ability and effective at facilitating high-performing teams
Advocate for talent management and development strategies
Strong business and technical acumen and ability with a history of developing strong working relationships and trust with a broad range of individuals, up to the executive level
Proven ability to manage projects to successful outcome
Strong communication skills and the ability to clearly and concisely convey complex concepts to all levels of the organization

Director, Financial & Operational Audit Resume Examples & Samples

Complete planning and risk assessment for audit engagements
Establish the scope, objectives and approach to assigned audits using a risk-based methodology that fully assesses the areas under review
Manage all aspects of the audit engagement, including budget, communication with all stakeholders, assessment and reporting, and management of the audit team including both internal resources and external subject matter experts
Provide oversight for Sabre’s Sarbanes Oxley program management
Manage staff development, training, and career planning
Work collaboratively with colleagues and business stakeholders at all levels of the organization
Manage departmental budget and resources
Minimum of 10 years of progressive experience in assessing financial/operational risks and controls
Minimum of 4 years prior Sarbanes Oxley experience
MBA or advanced degree in Accounting or Finance
Technology-related industry experience
Fluency in English with strong written, oral and presentation skills
Strong professional presence

Financial Director Resume Examples & Samples

Ensure the effectiveness of financial systems and internal controls to ensure that they are fit for the purpose of protecting the business and its asset base
Assess and manage any financial and business risks to ensure that the business remains sustainable
Develop the framework for strategic planning, for its three year rolling plans and forecasts and for annual budgets, and be owner of the planning and budgeting processes
Ensure that the company operates to high standards of corporate governance and is in compliance with all legal and regulatory requirement
Act as company secretary if required
Provide the Executive and Board with easy to follow clear, meaningful and timely financial information on a weekly, monthly, quarterly basis (including re-forecasts) and ensure the timely completion of annual accounts for, as well as the external audit
Represent the company, as discussed with the CEO, at negotiation and influencing meetings with peer retailers, bankers and other stakeholder and business partners
Lead a performance culture and deliverables in the Finance, IT/MIS and HR and Governance functions
Develop a diverse workforce which is flexible and agile. Have mechanisms in place for staff engagement, innovation and development. Ensure that there is an active succession plan in place
Act as a role model ensuring that staff perceive the organisation as a good employer and a great place to work
Qualified accountant with a relevant post graduate qualification and ten years relevant post qualification experience
Within that, a minimum of five years strategic and commercial experience is required
Experience of reporting at CEO/GM or equivalent level
Understanding and insight into the Retail Sector will be an advantage
Strong up to date knowledge of Corporate Governance, Company Law, Statutory Law, Employment Law and Currency Management
Proven management skills in planning/implementing/monitoring/evaluating & delivery

Director of Financial Capability Resume Examples & Samples

In partnership with the Head of MVA, help define and implement MVA Financial Capability strategy
Develop and run financial literacy workshops
Develop internal and external public, private, and non-profit partnerships (e.g., Department of Labor/Department of Defense to refine Transition Assistance Program, Department of Veterans Affairs, Department of Housing and Urban Development) to collaboratively address the financial capability needs of Veterans
Collaborate extensively with Global Philanthropy to identify strategic non-profit organizations that will enhance MVA’s financial capability goals (e.g., Financial Capability efforts, Community Development/Affordable Housing efforts)
Collaborate with Community Development Banking to enhance MVA’s financial capability goals
Assist with the development of internal employment policies where applicable (e.g., Guard and Reserve)
Oversee the successful execution of the 1,000 Home Awards Program and establish a sustainable housing program going forward
Master’s degree and minimum of 8-10 years experience in managing multiple projects simultaneously
Ability to work effectively with senior management to develop and execute a strategy that supports the goals of the business
Excellent relationship skills with the ability to develop strong partnerships across business functions and indirectly lead and gain consensus on process and control-related issues
Excellence in leading change
Clear ability to think and act strategically and creatively
Experience establishing and meeting goals, tracking and driving optimization opportunities, and presenting progress of the same
Strong knowledge of the firm’s LOBs, polices and initiatives
Working knowledge of audit, risk and operational management concepts, with the ability to manage the impact of policy and procedural changes, identify and address potential problems
Strong decision-making skills combined with time management and project/program management/planning skills
Experience and comfort with public speaking
Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information

Financial Risk Manager Executive Director Resume Examples & Samples

Evaluating and assessing risk for WIM Finance, inclusive of delivering the Quarterly Quality Assurance (QA) testing program for Critical and High inherent risks, expansion of the QA program, and overall Annual RCSA review/results evaluation
Liaison with internal/external auditors, Corporate SOX and RCSA teams on reviews, inclusive of challenging issues prior to official report distribution to Senior Management
Reporting Operational Risk Incidents and evaluation of end-to-end processes to ensure appropriate/effective remediation
Lead ad-hoc projects when focused control reviews are required within WIM Finance
Provide lead information security support
Manage the WIM Finance BCP strategy
Manage the development and implementation of the Front-End Control (FEC) System
Provide control and risk leadership for WIM Finance
Bachelor’s degree in Finance or Accounting with a minimum of 10+ years of experience in auditing and/or internal control with an in-depth knowledge of risk concepts
Extensive work experience in operational risk/control-based roles, with proven ability to anticipate and identify risks and effective mitigation opportunities
Experience with the Banking/Financial Services Industry is required
Excellent analytical, technical and problem solving skills with strong attention to detail
Sound, objective judgment required. Must be able to deal with difficult and challenging control issues and be able to execute a solution in a confident and successful manner. This person will be dealing with all levels of management in the Company
Excellent verbal and written communication skills. Must display tact and diplomacy in difficult situations

MCY / WCY Financial Development Director Resume Examples & Samples

Proven successful track record in raising money from foundations, corporations and individuals with increasing dollar amounts annually with documented experience in developing and managing a prospect pipeline
Exceptional human relations with strong written and verbal communication skills with the ability and desire to build strong and lasting relationships with donors and volunteers
Excellent leadership, planning and organizational skills and the ability to manage multiple priority projects with excellent judgment and attention to detail
Ability to create and implement an internal/external marketing campaign to include donor solicitation, stewardship, impact reports, etc
Familiarity with Cobb County fundraising is preferred as is familiarity with YMCA fundraising
Ability to exercise good judgment; be a high energy team member, demonstrate initiative, and handle sensitive data in a trustworthy manner
Pass a criminal background and drug screening check
Pass an MVR and have own transportation
CPR within 30 days of employment and maintain throughout employment
In consultation with volunteer leadership and branch sr. management, develop comprehensive communication strategies for current and prospective donors
In developing all plans, will integrate the Association’s overall strategic financial development plan and follow best practices as identified by the YMCA’s Metro Chief Financial Development Officer
Financial Development & Fundraising
In partnership with the Executive Directors, develop and execute a comprehensive fund raising plan to advance the branch’s development program currently raising $250,000 annually with elements that include year over year growth through donor prospecting, cultivation and stewardship
Create, implement, train and evaluate teams of fundraisers both volunteer and staff in capital and annual campaigns and increase both the number of volunteers and amount raised in the annual campaign
Develop a strong presence in the community through effective networking, relationship-building, and storytelling
Write the case for support and be able to effectively communicate the case to volunteers, staff and donors and potential donors
Include in each master plan the capacity to reach more potential donors, business community and membership
With volunteers or key staff, make personal calls or deliver skilled presentations to various community groups, potential donors as part of an on-going cultivation plan
Include planned giving and endowment as part of a comprehensive fundraising program
In consort with the Branch Executive, help to strengthen the board by identifying and helping to recruit key board members to help with the fundraising effort
Sustain the professional discipline inherent in successful campaigns
Coordinate all foundation and corporate solicitations with the Association at large to make sure every prospective donor only gets one ask
Reviews and revises, as appropriate, the fundraising database, records, files, correspondence, etc
Communication to volunteers, donors and staff
Write and adhere to an annual department budget
Develop agenda items and attend all departmental, staff and branch meetings as assigned
Lead the branch financial development initiatives to include serving as staff liaison with board committees, community groups or other task forces as assigned
Actively participate in Metro Financial Development Cabinet and provide the primary interface with the Metro office Financial Development staff
Create, initiate and evaluate branch special events tied to the fundraising department
Uphold YMCA policies for safety, supervision, mandated reported and risk management
Demonstrate competencies and willingness to develop in cause driven leadership areas of mission advancement, collaboration, operational effectiveness and personal growth
Demonstrate the YMCA core values of honesty, caring, respect and responsibility in all dealings with members, volunteers and staff

Financial Development Director Resume Examples & Samples

Prior work within the Salesforce platform
Have the ability to provide effective customer service, and work both independently and collaboratively
Be able to work with individuals of diverse backgrounds in a pleasant and professional manner
Event planning skills and experience
Grant writing skills and experience
Database management experience
Donor prospect research and qualification experience
Functions as the lead pledge administrator for the Association, entering gifts into donor records within 24 hours of their arrival, generating acknowledgements, tracking for follow-up steps, sending pledge reminders, creating mailing lists, and developing campaign hierarchies
Support the generation of all donor communications including newsletters, social media strategies, annual reports, event invitations, and all marketing collateral related to fundraising efforts
Maintains related directories and files for all campaigns, events, major donors and fundraising activities
Provides support and assistance to branches with financial development database questions, moving forward requests for tools and resources as needed
Develop and launch CRM education program for Y staff
Create and implement thoughtful and streamlined administrative systems to maximize efficiency of YMCA’s development and finance operations
Assist in planning and executing YMCA Member and Community awareness events

Director, Financial Restructuring Group Resume Examples & Samples

Ensure credit risk is properly assessed by performing independent risk analysis and by applying the policies & lending guidelines of the Bank
Develop creative solutions to minimize risk and, wherever possible, provide support and flexibility to the client during the restructuring period
Protect the Bank’s assets by managing/using adequate risk monitoring systems and processes and by evaluating each account’s performance as it relates to the assessment and management of credit risk
Provide timely responses to clients
People manager of the Senior Analyst, FRG. Ensures credit submissions by the Senior Analyst are clear, concise, and meet required policies and standards
Establish loan pricing/ fees commensurate with the risk profile of the account
Develop and maintain effective relationships with various professional firms
Act as a reference point to others in areas of personal expertise
Maintain a high level of professionalism and contribute to a positive work environment
Superior client relationship skills; the ability to listen and to understand client needs & challenges and to recognize relationship opportunities
Collaborates with and involves key internal/external stakeholders; builds consensus. Professionally and respectfully deals with customers; considers diversity of viewpoints to be important and interacts well with diverse people and groups; ability to defuse high-tension situations
Strong commercial credit skills in order to assess risk; seeks and develops creative solutions to resolve problems
Understands and has experience lending to large companies having complex operations and capital structures within syndicated credit agreements. Knowledge of Canadian and US insolvency legislation is critical
Keeps current on latest trends through a variety of information sources, constructively challenges conventional ideas/approaches, generates new ideas/approaches
Works diligently to build and maintain a long-term relationships with the clients; demonstrates diplomacy, tact and respect in dealing with the client
Participates in associations as a source of networking and to expand areas of expertise

Senior Director of Financial Development Resume Examples & Samples

Proven experience in campaign management and or planning
Knowledge and experience in Public Relations and communications
Must have demonstrated ability to communicate well with others, be a team player and have excellent strategic leadership skills
Must have strong community relations skills
Working knowledge of giving and charitable vehicles
Significant increase in all contributed income to the association on an annual basis
Greater membership and community knowledge of the YMCA services and cause driven work
Having an established, growing, recognized and thriving endowment program
High satisfaction of services received from donors, volunteers and our Centers
Increased “outreach” services offered to the community
Deeply engaged relationships with key stakeholders of the YMCA
Being a strategically aligned and established as the communities “charity of choice.”

Senior Director of Financial Development Resume Examples & Samples

Associates Degree in Communication or related field and at least three years related development experience required. Bachelor's degree preferred. Experience in non-profit fundraising preferred
Working knowledge of Microsoft Office (Excel, Word, Outlook) required
Requires well-developed interpersonal skills and the demonstrated ability to project a positive image and communicate clearly, professionally and effectively through oral and written mediums with diverse groups of individuals
Requires strong project management, math, clerical and organizational skills with the ability to prioritize and manage multiple assignments from different sources while meeting deadlines
Must demonstrate initiative, strong leadership skills, and the ability to provide guidance to staff and volunteers with a variety of educational and experiential backgrounds
Requires the proven ability to maintain the highest level of confidentiality concerning member/donor records and account information, and the ability to handle sensitive material concerning the organization
Must possess reliable transportation for travel when required
Must possess and maintain within the indicated timeframe
Y Orientation, Child Abuse Prevention and Bloodborne Pathogens training within 60 days of start date
Development and lead stewardship plan for all gifts
Develop and lead strategies supporting the YMCA Annual Campaign; including establishing financial goals with approval of YMCA Executive leadership, volunteer recruitment process coordinating with the branch leadership and identify potential donors with a focus on YMCA members
Lead the staff phase of the YMCA Annual Campaign in accordance with agreed upon strategies
Lead the Major Gifts ($1,000 and above) phase of the YMCA Annual campaign in accordance with agreed upon strategies
Provides training and education for all phases of the Annual Campaign
Develops all collateral support material for all phases of the Annual Campaign, utilizing the resources of the marketing department as appropriate
Lead the Community Phase of the YMCA Annual Campaign in accordance with agreed upon strategies of Executive leadership
Lead and execute assigned special events within the Mission Advancement Department. These events may include the Annual Meeting, Golf Classic, Party with a Purpose or other related events
Leads special funding opportunities such as Giving Tuesdays
Develop and manage the Grants process on behalf of the YMCA, including identifying, applying and reporting outcomes. The Senior Development Director must execute this process in the absence of a grant writer
Assist in ensuring the Mission Advancement Department operates within budget and follows budgeting policies and procedures
Follows all policies and procedures as set by the YMCA of Dane County Handbook
Oversees strategic use of donor management software systems through effective management of the Donor Relatins Manager

Associate Director of Financial Development Resume Examples & Samples

Manage the administration of grant proposals to foundation and corporate funders including research, writing, submission and reporting
Assist with the planning, organization and execution of the Annual Campaign
Lead the Staff Campaign Cabinet and support branch efforts during the staff phase of the Annual Campaign
Lead the planning and execution of the Annual Golf Classic
Respond efficiently and accurately with information requested from both staff and volunteers
Maintain and protect all confidential information and records
Maintain current certification in CPRPR/AED/O2 and First Aid
Effectively utilize the Association’s Financial Development software to accurately record gifts and pledges, build complete and accurate donor histories, cultivate donors and prospective donors, and provide reports
Develop meaningful, mission-focused and sustainable relationships with members, donors, volunteers, and staff
Other duties as assigned by the Vice President of Financial Development and/or the Association President and CEO

Director, Financial Reptg Resume Examples & Samples

Manages the external audits of each of the Funds requiring annual audit
Manages the staff responsible for preparation of the Fund General Ledgers, reviews Fund General Ledgers
Prepares or reviews, as necessary, Fund quarterly or Annual Financial Statements
Reviews and evaluates the effect of new accounting and SEC pronouncements
Researches accounting issues and prepares summaries and explanations of various accounting items
Reviews existing and potential accounting policies for consistency and compliance with GAAP, SEC requirements and other current accounting practices
Participates in Fund tax season as necessary
External Audit process
The preparation of financial statements for a SEC registrant
Managing the audit process from a Financial Statement issuer's perspective
Project a positive, professional image both internal and with external business contacts
Be proactive and demonstrate readiness and ability to initiate action

Financial Development Director Resume Examples & Samples

Ability to relate to top community leaders
Foundation and government grant writing expertise
Experience with fundraising software
Directs and coordinates the West Cook YMCA’s annual campaign, capital development, and Investment programs
Plans and implements all West Cook YMCA special events and solicitations to include but not limited to the Annual Meeting, Golf Outing, Gala, and Member talent show
Develops strategies to increase volunteer involvement at all levels of financial development
Develops and implements moves management processes and is actively involved in identifying, cultivating, and soliciting major gift prospects
Maintains database and constituent files on all donors and top corporate, foundation and community leader prospects
Establishes and monitors the financial development department budget for the YMCA
Resources the grants writer and ensured that all proposals for grant funding from Y of the USA, government sources and private foundations are prepared and reports submitted
Represents West Cook YMCA as required by the President/CEO

Managing Director, Financial Sponsors Group Resume Examples & Samples

Establish and develop relationships with covered Sponsors
Lead a team of junior bankers in carrying out day-to-day coverage, origination and transaction management responsibilities
Develop effective calling and business development practices that optimize time and resource management, and ensure sustainable delivery of strategic ideas/solutions
Establish strong working partnerships and routines with key internal and external partners
Manage and prioritize a pipeline of financing and advisory/M&A opportunities
Leverage superior client relationship and sales skills in addition to extensive knowledge of financing, M&A solutions, and capital markets
May include direct or indirect supervision and direction of the day-to-day activities of junior bankers
Provide employees and key internal partners with timely, candid and constructive performance feedback
Develop employees to fullest potential and provide challenging opportunities that enhance career growth
7+ years of experience in Investment Banking, M&A or Leveraged Finance
Extensive knowledge and relationships with private equity groups
Strong credit, underwriting and capital markets acumen
Proven track record of success in working as part of a highly-functioning team
Demonstrable success originating and executing complex financial transactions
Bachelor's degree required (MBA preferred), ideally with concentration in Business, Finance or Accounting
FINRA Series 7 and 63 licenses preferred

Executive Director of Financial Development Resume Examples & Samples

Bachelor’s degree or equivalent required; business, nonprofit management or related field of study preferred. Master’s degree preferred
Demonstrated experience in successful six/seven figure gift requests highly preferred
Demonstrated experience in the implementation of capital and comprehensive campaigns
Demonstrated experience partnering with key volunteers and boards. Ability to relate to top community leader and diverse groups of people from all social and economic segments of the Central Florida community
Proficiency with technology, including Microsoft Office and Outlook required
Entrepreneurial team player who can multitask and meet deadlines
Energetic, flexible, organized, collaborative, and proactive; a team leader who can positively and productively impact financial development initiatives
Exceptional written, oral, interpersonal, and presentation skills and the ability to effectivelyinterface with senior management, board of directors, and staff
Education, Training, and Experience
Must have a valid driver’s license, and be willing to travel up to 70% within Central Florida
Raise $1,500,000 within first year, $3,000,000 within second year, $5,000,000 within third year
Build a strong prospect portfolio of individuals and corporations utilizing the moves management model of philanthropy to identify, engage, cultivate, solicit and steward donors
Actively manage a prospect pipeline of 150 individuals and corporations
Preserve and strengthen donor loyalty and a sense of ownership among existing boards and volunteers through implementation of strategic financial development principles
Strategically cultivate and solicit gifts to benefit Association programs and services
Work closely with Family Center Directors, members of the Financial Development team and key volunteers to develop and implement and integrated philanthropy plan
Collaborate with SVP and Family Center Executives to identify, cultivate and solicit portfolio of major gift prospects
Coordinate major gift requests as needed with Association and Foundation Boards
Lead a culture of philanthropy, ensuring engagement, inclusion and ownership
Develop and maintain key relationships between the Central Florida YMCA and the community (public and private corporations)
Create partnerships with corporate and private sector for programming capital
Attend mission, outreach and development committee meetings on a monthly basis
Work collectively with the CMO to ensure continual exposure of the YMCA vision to the media
Be a good steward of the YMCA’s assets to ensure financial stabilityApply by EmailJCondon@cfymca.org

Director, Financial Institution Resume Examples & Samples

Extensive background in Commerce, Business, Accounting or Economics
Developing corporate finance knowledge base
Customer focus – ability to focus effort on delivering to client needs
Strong sales focus identifying potential opportunities and develop into profitable sales for other product areas including FX, Capital Markets, Trade and Transactional Banking services
Deep knowledge of the full transaction banking (cash, clearing, custody and trade), capabilities in A/NZ relevant to Financial Institutions
Broad relationship management experience
Demonstrating initiatives, flexibility and adaptability
Extensive knowledge of Institutional and Investment Banking products
Knowledge of and an interest in the FIG industry
Self-motivated, pro-active, and a strong team player with demonstrated ability to build solid internal and external relationships

Financial Director FP&A Resume Examples & Samples

Give sound financial and business advice to upper management
Produce accurate, timely financial reporting and analysis to divisional management and Vice President Finance and Controller
Coordinate financials and strategy for business of each division for Portfolio Business Review
ROI Analysis from R&D projects
Maintain/upgrade reporting models of the business plan to ensure adequate reporting to the divisional management and Vice President Finance and Controller
5 years experience in finance and knowledge of US GAAP
Hands-on, result-oriented in decision making and action-taking
Proficient in Excel, Word, etc
Good experience with strategic planning and development
Excellent Japanese and English ability
Strong communication skills and the ability to push back on sometimes difficult stakeholders
Passionate and driven

Director of Financial Development Resume Examples & Samples

Minimum of 2 years of experience in financial development or a related field; YMCA experience
Bachelor’s Degree from an accredited college/University
Proven success in working with an Annual Fundraising campaign which operated by the philosophy that a personal, face-to face request is best
Comfortable working with committees, board of directors, volunteers, community partners and collaborations
Ability to establish relationships with various funders, partner agencies, and corporations to develop effective, long-lasting collaborations
Lead all association special events
Ability to work well with people from different backgrounds and maintain a positive work environment
Knowledge and proven expertise in fundraising
Strong human relations and leadership skills
Strong organizational skills, attention to detail, and the capacity to work in a fast-paced environment. Ability to multi-task is needed
A passion for growth and excellence
A spirit of service

Interim Financial Director Resume Examples & Samples

Lead and coach the finance team
Oversees financial planning and analysis, including operating, capital and cash flow budgets and re-forecasts
Work with all levels of management to develop detailed budgets, and provides on-going analysis
Reports results of operations monthly, quarterly, and annually, identifying and explaining trends and variance drivers
Qualified accountants (ideally ACA / ACCA / CIMA)
The ability to build strong working relationships, face-to-face and remotely, with all levels of staff, management and key stakeholders
Proven ability to lead projects and bring them to a successful conclusion

Financial Director Resume Examples & Samples

Full responsibility and overview of financial planning, budgeting, reporting and management for the division
Responsible for the development of a multiyear strategy plan in conjunction with Commercial & Operations teams
Work closely with IT and projects teams to develop and improve all related processes and procedures
Identify potential risks and implement suitable strategies
Professional qualification with minumum 10 years experience at a senior level
Extensive control, planning and analysis experience
Must posses a strong commercial business acumen, have a hands on approach and have the ability to see the 'bigger picture'
Strong leadership and management experience

Director, Financial Crisis Management Resume Examples & Samples

Deep knowledge of economic, social and political forces, and resulting domestic and international regulatory requirements
Detailed knowledge of BMO’s legal entity structure and group inter-relationships
One or more of the following designations: MBA, CA, CMA, CGA, CFA, Ph.D

Financial Development Director Resume Examples & Samples

Plans and implements all West Cook YMCA special events and solicitations to include but not limited to the Annual Meeting, Golf Outing, Annual Gala, and Member Talent Show
Serves as primary staff to the Financial Development Committee - to include preparing materials for committee meetings
Provides training in fund raising, educates, motivates and provides feedback to individuals related to best practices in the fundraising process
Develops, publishes and instituted all appropriate fund development protocols and procedures for the West Cook YMCA
Tracks in WCY’s database all gifts and pledges by source and purpose and provides reports as needed
Works with the WCY Communications and Marketing staff to ensure that the necessary annual communication plans are prepared and activated in order to insure members, participants, and the community understand the case for support. As well as oversees that the West Cook YMCA’s annual meeting, annual reports, newsletters, brochures and reports as related to financial development

Senior Director of Financial Development Resume Examples & Samples

Bachelor’s degree in development, business, or related field
Five or more years of full-time professional financial development experience, including annual sustaining campaigns, preferably in a YMCA or other nonprofit agency
Must meet YMCA transportation guidelines
Additional experience with capital campaigns strongly preferred
Preferred history of successful event planning
Proven track record of developing authentic and deepened relationships with others, including a diversity of ages, backgrounds, positions, and abilities
Demonstrated proficiency in planning, time management, flexibility, organization, independent work, project management, team leadership, and presenting to individuals and groups
Must have excellent interpersonal and communication skills and be sensitive, adaptable, professional, personable, authentic, and articulate
Strong understanding and proven history of discretion with sensitive information
YMCA Team Leader or Multi-team/Branch Leader certification preferred
CPR certification and other required trainings within first 60 days of employment
Bilingual preferred
Conceives and directs the execution of the Treasure Valley Family YMCA’s comprehensive strategy to generate financial contributions
Develops, manages, and monitors the Financial Development (Grants and Sponsorships sustaining campaigns, and capital campaigns) budget to meet or exceed program targets
Provides leadership, training, and motivation for staff and volunteers to facilitate effective financial development programs
Conceives and directs the execution of Financial Development events (e.g. Annual Campaign Kickoff, Annual Meeting, and the Heritage Dinner)
Oversees donor relations, cultivation, acknowledgement, and stewardship efforts
Provides general oversight of Financial Development staff team and volunteers. Hires, trains, and supervises staff and volunteers in assigned areas
Supports CEO and SVP in donor relations, cultivation, and stewardship efforts
Ensures that capital campaigns are effective in both raising needed funds and development of community participation and buy-in
Assists in the development of staff across the association in effective relationship building and fundraising practices

Financial Director Resume Examples & Samples

Responsible for the integrity of the Group's financial resources, focusing on demonstrating financial outcomes and efficiencies
Build strong relationships based on trust and transparency with funding bodies and other stakeholders
Oversee the reporting of financial performance against budgets
Oversee budgetary processes and manage forecasting within the financial year
Direct and produce key strategic plans for organisational financial priorities
Identify and manage financial risks to the business, improvement of strategies, ensuring that actions are taken to meet the organisation's budget and financial targets
Ensure an appropriate financial policy framework is in place to guide the organisation's financial decision making
Oversee financial processes, controls and working capital management
Maintain oversight of all trends and funding opportunities; consideration and analysis of the external influences and opportunities affecting financial performance

Financial Director Resume Examples & Samples

Full financial control of the agency, including annual budgeting, forecasting, monthly management reporting with variance analysis and commentary, balance sheet reconciliations, credit control, cash flow management and statutory reporting
Lead the year end close process and ensure a strong control environment is maintained to achieve a clean annual audit
Quarterly board presentations of the management accounts, budget, forecasts and any policy changes
Detailed client profitability reporting and analysis to aid forecasting, contract renegotiations and pricing for new business pitches
Business partnering with the CEO, MD and the rest of the senior management team to drive growth in the business, through additional services to existing clients, winning new business and cost control
Input strategic thinking and challenge the structure and policies from both a finance and company perspective as part of the three-year business plan to ensure those objectives are financially viable
Manage all HR, legal, insurance, property and general office administration requirements
Key contact for external advisors including the bank, auditors, tax accountants, lawyers and training specialists
Ensure all tax and statutory filing/audit requirements are completed and submitted on time
Oversee the implementation and roll-out of the Pensions Auto-Enrolment scheme
Ensuring the correct maintenance, reporting and advising of the EMI and Equity arrangements
Keep abreast of all industry relevant tax and legislative reforms to ensure correct compliance and accurate revenue and cost recognition
Developing and refining "best practice" in all financial reporting and processes
10+ years post qualification experience (ACA, ACCA, CIMA or equivalent)
Financial and client commercial management in a media / advertising environment at a senior leadership level essential
Proven leadership and team development / mentoring and coaching experience
Ability to handle multiple priorities simultaneously and to meet strict deadlines
Highly developed financial planning, budgeting and analytical skills
Ability to challenge processes and implement change
Collaborative team player, relationship builder with a can-do, highly motivated attitude
Prior experience within the media buying sector will be a distinct advantage
Merger and acquisition experience would be advantageous but not essential

Associate Director of Financial Development Resume Examples & Samples

4+ years demonstrated ability in financial development and implementation of relationship-building strategies
Degree from a four-year accredited college
Experience and demonstrated success in grant writing
Competency with electronic donor information and tracking systems
Strong verbal, writing and communications skills
Demonstrated personal and professional integrity, particularly with respect to maintaining ethical fundraising standards and assuring systems for compliance with Association policies and procedures
Demonstrated success in working as a member of a team and developing working relationships with staff, volunteers and donors
Ability to travel within the community, work evenings and weekends as needed
Ability to plan, organize and lead multiple projects, establish priorities and meet deadlines
Ability to take initiative on projects and work independently
Possess confidence and ability to work successfully with many types of personalities
Supervisory and residence camp experience a plus
Donor Cultivation, Solicitation and Recognition
Assist in the development, initiation and direction of a donor cultivation plan
Plan and implement recognition events for fundraisers as well as donors
Help to grow our annual campaign
Responsible for the development and planning of the annual campaign along with the CEO
Develop coaching and training opportunities for staff and volunteers in support of this campaign plan
Help raise funds for the annual campaign
Prepare proposals (grant requests) for the YMCA for a wide variety of purposes, including scholarships, equipment, furnishings and facility improvements
Endowment Development and Planned Gifts
Incorporate an annual endowment fund development strategy in concert with the Executive Director
Identify prospects and assure cultivation calls on major gift planned giving prospects
Develop appropriate materials including brochures and newsletters
Work to increase endowment program in both actual donors and increased awareness about the program in general
Oversee a variety of projects as assigned including the planning for and opening of a new residence camp
Along with the CEO, develop, monitor and make adjustments to the annual budget
Work to communicate the work of the YMCA to the community
Help develop newsletters, articles, press releases, brochures and any other materials needed to promote the YMCA
Plan, organize, and coordinate special events as needed
Help build and strengthen collaborations with community organizations
Help to increase our volunteer program including recruitment, training and recognition
Accept additional responsibilities

Financial Valuation Managing Director Resume Examples & Samples

Demonstrate proactive client contact; viewed as a trusted business partner
Expand business practice; cultivate new clients; increase services to existing clients including cross serving opportunities
Participate in various administrative aspects of managing business unit
Establish team environment and a positive culture
10 years of valuation experience
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Must be able to travel based on client and business needs

Transaction Advisory Financial Due Diligence Director Resume Examples & Samples

Supervise and oversee all aspects of Transactions Advisory Services (TAS) engagements throughout the transaction process, and coordinate the work performed by multiple service lines
Team with partners on proposals and business development calls
Recruit, manage, mentor, and train managers, senior associates and associates
Assess performance of managers, senior associates and associates for engagement and year-end reviews
Six to eight years of experience in the following: accounting, audit or transaction advisory services
Excellent written, presentation, leadership, and interpersonal communication skills

Transaction Advisory Financial Due Diligence Director Resume Examples & Samples

Execute financial due diligence projects, including Quality of Earnings analyses, for financial sponsors and corporate strategic clients from a variety of industries, on both the buy-side and sell-side
Recruit, manage, mentor, and train senior associates and associates
Five plus years of experience in the following: accounting, audit, or transaction advisory services. Experience in the healthcare sector is a big plus
Strong current knowledge in US GAAP, transaction advisory services, or mergers and acquisitions
Advanced level with Microsoft Office products (Excel, PowerPoint, word, etc)

Associate Director Business & Financial Affairs Resume Examples & Samples

Works collaboratively with Health System planning, leadership, and departmental leadership to develop and monitor financial components and performance metrics of the Brain Institute's strategic plan and programs
Develop a financial strategy and system to enable integrated, multidisciplinary functional service lines and clinics
Develop and implement business plans to sustain and improve the financial performance of clinical operations and research within the Brain Institute
Performs data analysis and provides financial/business planning support to clinical service line leaders and faculty practice leaders in the evaluation of opportunities for growing profitable volume, as identified in the Institute and overall Health System strategic plans
In collaboration with Institute leadership, recommends and develops routine reports/metrics that track both clinical and financial activity across the service line
Provides the Institute leadership with ad hoc reporting and analysis as requested
Accesses and utilizes clinical data from multiple data sources across the hospital systems, faculty practice, and departmental systems
Initiate and complete departmental financial projects and studies within a designated timeline
In collaboration with Brain Institute leadership, prepares, justifies and administers the Institute's budget
Responsible for the reconciliation and review of all Institute expenditures

Regional Financial Director Resume Examples & Samples

Serves as an integral member of the Region’s management and leadership team
Working with Accounting Manager, provide oversight of Project Accountants, and related finance staff, comprising a team of 8 finance professionals
Oversees billing and fee management operations in the Region and ensures that all financial activities are consistent with Gensler policies and procedures
Assists Regional Operating Officer in preparing annual operating budget and closely monitors overhead expenditures
Prepares quarterly revenue forecast with Studio Directors and Practice Area Leaders
Prepares monthly estimate of profit and loss and manages monthly close with Accounting Manager
Closely manages accounts payable, collections, overhead expenses and productivity projections
Monitors accounts receivable and assists in collection efforts when necessary
Assists Regional Operating Officer in analysis of operations and preparation of monthly operating report
Acts as a resource and financial expert within the Region
Is involved in firm wide projects and initiatives. Participates in conference calls and meetings as appropriate
Reviews vendor contracts and provides appropriate feedback regarding business terms, as required

Senior Director SP Financial COE Resume Examples & Samples

Manages a team at one or more sites to complete assigned deliverables; works to develop employees’ skills, evaluates performance, provides feedback, and oversees resolution of employee relations issues
Prioritizes requests and activities and develop schedules and workplans for projects/initiatives. Consults with business departments as needed. Ensures projects/initiatives are completed within designated time frames and tracks and reports progress to upper management. Acts as liaison between business management and IS to resolve issues and monitor results
Establishes, communicates and administers short and long-term strategies in coordination with all other IS and business senior management for assigned information technology department. Tracks and periodically reports progress to senior management. Sets and manages budget
Develops annual budgets; tracks and reports results, often for multiple departments. Tracks activities and records results on departmental scorecard and overall IT Scorecard
Represents Information Technology in cross-functional meetings and projects. Prepares for, implements and communicates new corporate initiatives and processes within assigned team
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Financial Investigation Director Resume Examples & Samples

Understands and adapts the changing of national and foreign banking jurisdiction, regulatory laws and protocols and reactive and develop solutions to ensure smooth bank transactions and fund transfers in a timely and swiftly manner
Investigates high value domestic and international players of the Company to determine whether there is reliable information indicating that such customer’s source of funds is obtained by legitimate means or from legitimate sources
Develops programs to assist high value domestic and international customers of the Company with bank transactions and fund transfers
Pre-qualifies casino credit limit lines for all domestic and international customers based on the trustful banking information and resources
Maintain and develop strong relationships with national and foreign bank accounts for casino collections
Collaborates with Corporate Collection and provide necessary with necessary bank transactions and fund transfers information
Addresses risk factors in conducting investigations, develop solutions to identify trends and implement proactive risk mitigation plans
Partners with the Executive Director Casino Credit – VIP Accounts and Director Casino Credit Executive by providing timely and accurate casino credit information
Collaborates in conjunction with Corporate Compliance, Corporate Security and Fraud departments to ensure all transactions meet industry standards
Updates the Company on current trends/FINCEN advisories related to CDD, KYC or SAR
Supports all MGM Resorts International US operations for CDD
Directs all MGM Resorts International US operations for suspicious activity review
Develops programs and methodologies to assist in the investigation of financial transactions
Creates appropriate training material on a KYC program for the company
Communicates and works closely with Casino BSA Officers at US casinos
Supports property SAR committees with financial investigations
Creates detailed reports to senior management on the review of CDD reports
Establishes/manages the company relationship with Suspicious Activity Review committees
Directs the SAR meetings, reviews the Analysts’ minutes and submissions of the SAR narratives
Updates the Company on all new Fin CEN advisories or notices for Title 31/Suspicious Activity/Casinos
Preform all other job related duties as requested
At least 7 years of experience in casino Title 31/SARC and international banking investigation
At least 2 years of experience in Casino or Financial Institution
Bachelor’s Degree in Business Management or International Business or related field and/or equivalent years of work experience, and training
Working knowledge of the Cage & Credit Systems
Work varied shifts including weekends and holidays

Senior Director, Financial Inclusion Resume Examples & Samples

Lead the development of Visa’s FI strategy and programs in Southeast Asia to deliver franchise value to Visa by expanding access to the underserved emerging middle class
Working collaboratively with the regional cross functional team and regional management, align and build support for the SEA’s FI strategy and investments for financial inclusion (commercial, philanthropic, long term, innovation)
Coordinate the implementation of Visa’s FI corporate initiatives in SEA, including commercial and philanthropic programs that support Visa’s overall FI strategic direction. Provide oversight, report and communicate progress to internal and external audiences (as appropriate)
Lead the FI philanthropic investment strategy and implementation, including developing program concepts tracking and reporting of funded programs
Develop and manage commercial partnerships with organizations that are catalysts behind driving financial inclusion at scale and whose perspectives are important in shaping the FI landscape
Lead the agenda and coordination of the regional and country Cross Functional Team on FI (sales, product, MSS, GR, marketing, CR etc) to advance shared business objectives, and manage the communications with country management to facilitate support and commitment for programs
Serve as subject matter resource on financial inclusion, for internal and external audiences, and speak on behalf of Visa to communicate the commitment and contributions of Visa to advance financial inclusion
Represent Visa in external events, meetings and organizations relevant to financial inclusion

Temporary Director, Financial Due Diligence Resume Examples & Samples

Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 companies and private equity investors
Eight years of experience in one of the following with a Top Ten public accounting firm: accounting, advisory, financial audit, or transaction experience
Strong current knowledge in one of the following: United States Generally Accepted Accounting Principles, Securities and Exchange Commission financial reporting issues, International Financial Reporting Standards , mergers and acquisitions, or transaction services
KPMG offers a comprehensive compensation and benefits package. KPMG, an equal opportunity employer/disability/veteran. KPMG maintains a drug-free workplace. KPMG will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable local, state or federal law (including San Francisco Ordinance number 131192). No phone calls or agencies please

Financial Director Resume Examples & Samples

Maintain effective working relationships with the external auditors regarding all financial reporting and disclosure matters, as well as expectation dates of completion of SEC filings
Have extensive interaction with Corporate Accounting, Tax Accounting, and Tax Planning and Strategy departments
Act as the Chair of Company’s Disclosure Committee related to all financial filings with the SEC
Lead and review work of a team of one manager and a staff responsible for preparation of (i) consolidated financial statements, disclosures and analysis, (ii) all financial filings with the SEC, including Forms 10-K, 10-Q, and 8-K, (iii) other external financial reporting, including annual reports to shareholders and investor relations support, (iv) external audit support schedules, (v) monthly consolidations and (vi) ad hoc financial analysis requested by the Controller
Perform technical accounting research and determine and document company positions in complex and/or judgmental accounting areas, which include business combinations/purchase accounting, stock-based compensation, restructuring activities, structured financings, derivatives, marketable securities, goodwill and intangibles impairment, other asset impairments, segment reporting, and revenue recognition
Perform technical accounting research on new accounting pronouncements; determine and document impact on the company and process for implementation
Coordinate and review work of third-party valuation experts used for purchase accounting and impairment reviews
Assist the legal department with preparation of the annual proxy statement and other non-financial SEC filings (Forms 8-K, S-8)
Prepare responses to SEC comments related to accounting and disclosure matters
Ensure the current, accurate documentation of all processes and internal controls surrounding financial reportings, disclosures, purchase accounting and intangible assets for purposes of compliance with Section 404 of the Sarbanes-Oxley Act
Must have the experience and ability to work with senior management in the development of all policies and practices related to controller activities. Must also have the ability to provide strategic financial recommendations to senior management including implications of all major policy decisions
CPA designation or other equivalent professional qualification
10+ years experience in financial reportings, accounting, and financial controls, progressive management experience in a public accounting firm or from a dynamic, publicly traded corporate financial environment
10+ years experience in SEC financial reporting experience, of which at least six years were based in a “big 4” public accounting firm. Experience should have been gained in a company noted for excellent financial management, very complex accounting, and strong financial controls

Financial Director Resume Examples & Samples

Direct reports will consist of two individuals
Maintaining effective working relationships with the external auditors regarding all financial reporting and disclosure matters, as well as expectation dates of completion of SEC filings
Extensive interaction with Corporate Accounting, Tax Accounting, and Tax Planning and Strategy departments
Chair of Company’s Disclosure Committee related to all financial filings with the SEC
Must have an ability to interface with external auditors in a manner that will professionally represent the company
CPA designation required
10+ years of financial reportings, accounting, and financial controls, progressive management experience in a public accounting firm or from a dynamic, publicly traded corporate financial environment
10+ years of SEC financial reporting experience, of which at least six years were based in a “big 4” public accounting firm. Experience should have been gained in a company noted for excellent financial management, very complex accounting, and strong financial controls
The Director of Financial Reporting must possess very strong leadership, organization, administrative, and participative management skills including the ability to build and train an outstanding organization and to effectively utilize staff
Must have excellent analytical, quantitative reasoning, and interpretive abilities
Ability to effectively interact and work with a diverse group of executives, managers, and associates
Ability to represent the company in all matters relating to the accounting function and gain respect of and interface effectively with corporate management and external auditors
Must possess excellent business acumen and pro-active operating philosophy
Should have a sense of urgency and decisiveness
Must have excellent working knowledge of the following
Revenue recognition
Marketable securities
Stock-based compensation
Segment reporting
Derivatives
Structured financings
Business combinations/purchase accounting
Goodwill and intangibles impairment
Impairment of long-lived assets
Restructuring activities

Senior Director, Financial Inclusion Resume Examples & Samples

Lead the development of Visa's FI strategy and programs in South Asia to deliver franchise value to Visa in expanding access to the underserved emerging middle class
Working collaboratively with the FI cross functional team, to align the company's overall investments for FI (commercial, philanthropic, long term, innovation)
Coordinate the implementation of Visa's FI corporate initiatives in South Asia, including commercial and philanthropic programs that support Visa's overall FI strategic direction. Provide oversight, report and communicate progress to internal and external audiences (as appropriate)
Lead the agenda and coordination of the AP/South Asia Cross Functional Team on FI (sales, product, MSS, GR, marketing, CR etc) to advance shared business objectives, and manage the communications with country management to facilitate support and commitment for programs
A minimum of 10+ years of progressively responsible experience in similar roles, including developing and executing partnership and engagement strategies
Strong entrepreneurial spirit with the passion for leveraging disruptive innovation and strategic partnerships to accelerate the delivery of financial services to hundreds of millions of unbanked people at scale
Commercially minded and strong subject matter experience in the payments industry and financial inclusion
Proven ability to set a vision for the region and gain buy in from Visa's internal stakeholders (country managers, functional heads, FI leadership team)
Proven ability to develop, cultivate and manage strategic commercial relationships and partnerships with external organizations
Ability to work independently as well as collaboratively across functions (team oriented, collaborative, diplomatic and flexible) to mobilize resources where necessary and ensure cross-function engagement
Has global or multi-national experience, especially in South Asia
Proven ability to communicate about financial inclusion, internally and externally, with precision and impact

Associate Director of Financial Assistance for Graduate Resume Examples & Samples

Experience with all aspects of Title IV aid administration and regulations in a College or University setting
3-5 years of experience in a financial aid office in an automated environment, with experience in counseling, review and verification. Prior experience in an institution of higher education working directly with students and parents is required. Progressive experience in the administration of assistance to undergraduate and graduate students, with specific experience in Federal Direct Loan program administration, as well as private educational financing
Interpersonal and organizational skills are essential
Analytical skills and attention to detail
Microsoft suite of programs: Excel, Word, Publisher, Power Point

Director, Financial Risk Management Resume Examples & Samples

Assist in the drafting of treasury policies (e.g. investment, interest rate, commodity) to ensure Bombardier adheres to best practices in treasury management
Support the business segments in cash management processes to ensure adequate liquidity for the divisions
Implement and maintain appropriate controls and processes to ensure compliance with Bombardier policies, accounting practices and regulatory requirements
Counterparty risk management
IFRS financial instrument valuations and hedge effectiveness evaluation
Dodd-Frank and EMIR
Supervise three analysts with the following responsibilities
Short term cash management
Execute Bombardier’s investment management program
Oversee the concentration of Bombardier’s cash into two cash pools, in Europe and in North America
Execute all of Bombardier’s trading of financial products
Produce various reports for financial reporting and risk management purposes
Work in close collaboration the finance department to ensure proper financial disclosure on all capitalizations and initiatives lead by Treasury
Support the business segments in measuring and monitoring their financial risks and create value by recommending risk mitigation strategies
Support the Treasurer in the management of relationships with banks and external financial partners to ensure positive and productive working relationships
Work with the legal team to negotiate commercial terms for contracts governing global derivative contracts (ISDAs)
Lead the development and implementation of comprehensive and informative reporting to senior management
Act as a subject matter expert and advise senior management on issues related to financial markets
You possess a bachelor’s degree, with a specialization in finance or business
A Master’s degree in finance is considered an asset
You have a minimum of 5 to 8 years of treasury experience
You have experience in the execution of treasury transactions (foreign exchange, interest rate swaps, derivative products)
You possess a CFA or CPA professional designation
You are perfectly bilingual in both spoken and written French and English
You possess excellent knowledge of MSOffice applications and of Bloomberg and Reuters systems
You are known for your high level of personal integrity, your professionalism, your ethical conduct and your rigor
You have the ability to represent the Corporation professionally in business situations
You have the ability to work under pressure
You are able to manage multiple priorities
You demonstrate strong leadership and mentoring skills
You are a team player
Have the skill set to be considered a replacement for the Treasurer

Area Financial Director Eemea Resume Examples & Samples

Full Area Balance Sheet and P&L responsibility for operations by driving performance on the annual operating plan and budgets consistent with the Company‘s long-term strategies
Lead monthly, quarterly and annual financial closures and issuing respective financial statements for EEMEA together with a team of finance directors
Responsible for preparing short-term and long-term budgets, aligned with corporate guidelines and strategies
Assess and prioritize business growth across the regions and countries
An active member in developing overall business strategy, identify key drivers and ensure successful execution across the regions and countries
Accountable for meeting area sales and margin goals
Leverage the plan to create meaningful, actionable individual and area team goals
Acquire, allocate and sustain the necessary assets (people, investment, budget) to achieve the current and longer-term plan and strategy
Drive Key Metrics below
Master’s Degree in business administration

Director, Financial Risk Management Resume Examples & Samples

Quarter End Reporting: Assist with the reporting and communication of financial risks including Interest rate, Foreign Exchange, Liquidity and Segregate Fund Risk Management to Corporate ALCO, Executive Risk Committee, and Risk Review Committee of the Board; Support the disclosure related to hedging strategies and exposure in the Company’s financial statement notes and MD&A
Provide oversight to the ALM group on risk taking and risk management practice to ensure compliance with the ALM Policy and Guideline
Lead the implementation and continued development of the new liquidity framework
Provide oversight to Business Group on Investment Guideline and /or Investment Strategy changes
Develop and maintain quantitative methods and financial models; Conduct analysis to enhance the reporting of financial risks
Support/Lead the testing and compliance of Liquidity Contingency Plan
Support attestation validations carried out by Financial Risk Management and review of annual compliance attestations
Support Rating Agency Survey and Regular Reviews
Enhance Controls in the reporting processes and support audit request
LI-BY1

Senior Director, Financial Inclusion Resume Examples & Samples

Lead the development of Visa's FI strategy and programs to target and include small and micro merchants in Sub-Saharan Africa, Southeast Asia and Latin America
Deliver FI commercial outcomes by identifying opportunities and driving the end to end client sales process; e.g. opportunity assessment, solution development and business case development for priority opportunities and partnerships
Build the commercial case for each project consistent with the agreed FI conditions around scale, ROI, and financial inclusion impact
Develop Visa's value propositions to small merchants (global and local). This includes leading defined, and/or ad hoc teams comprised of in-country and regional Visa experts, as well as initiating consulting engagements and public domain data research
Develop sales and communication tools and establish processes for supporting regional Visa businesses to drive financial inclusion and formalization of small merchants
Provide client relationship management for global and regional supply- and value chain companies, to include fast moving consumer good companies, farming cooperatives and input suppliers
Work collaboratively with global and regional cross functional teams (MSS, product, sales, etc) and management across all key geographies in the creation of acceptance-based financial inclusion programs
Develop and manage commercial or shared-value partnerships with organizations that are catalysts behind driving financial inclusion at scale and whose perspectives are important in shaping the FI landscape
Directly manage grantees through Corporate Social Responsibility for research and educational projects that are related to small merchant inclusion
Responsible for the development of annual budget for local operations and be accountable for revenue and expense results consistent with each plan
MBA or relevant degree from top-tier institution or similar academic experience
Typically requires 10 plus years of leadership experience in payments systems and processing solutions management with specific relevant knowledge of acquirer processing and network business, as well as experience managing a P&L and budget
Demonstrated success in the creation, development, and roll-out of new product or program types in acceptance
Understanding of the key non-US market payment systems
Ability to lead cross functional teams within a multi-region matrix organization and with business partners on key tactical programs
Strong commercial acumen and solid business judgment
Strong teamwork skills and excellent collaboration skills with the ability to collaborate with inter-disciplinary groups
Results driven, flexible and Self-motivated
Domestic and international speaking experience
Excellent leadership, analytic, communication, and management skills, including

Assistant Financial Director Resume Examples & Samples

Provide leadership for all financial activities and projects
Direct workflow to ensure the timely and accurate preparation of financial information and reports
Select, train, motivate, and develop a knowledgeable and productive staff
Conduct performance appraisals, development plans, salary administration and conflict resolution
Lead large projects that could involve the coordination of several areas
Must be able to manage and prioritize several small projects at the same time
Initiate opportunities to provide technical and business expertise to business units
Bachelor’s Degree or related experience required plus 5+ years’ related experience preferred
CFA Designation and Master’s Degree preferred
Strong management and organizational skills including the ability to select, train, coach, develop and motivate team members required
Knowledge of spreadsheet and database or similar PC software packages, or the ability to learn is preferred
Aptitude in programming languages is preferred

Director, Financial Risk Management Resume Examples & Samples

Market Risk Reporting and Oversight
Leading the aggregate reporting of enterprise-wide interest rate, equity risk and real estate exposures versus limits to senior management and Board risk committees
Compiling quarterly reports to aggregate enterprise-wide Earnings-at-Risk and Capital-at-Risk (All-Risks level)
External disclosure of market risk exposures and sensitivities in the Company's financial statement notes, MD&A and AIF
Risk Tolerance Limits Monitoring Reporting
Operation and maintenance of the enterprise-wide Earnings-at-Risk (EaR) and Capital-at-Risk (CaR) stress testing program
Regular reporting of risk exposures versus limits and scenario testing results for all key risks
Risk Appetite policy – support the annual review of policy and related guidelines, review of business group operating guidelines, monitoring and validation of compliance
Assist in testing recommended changes to market risk, credit risk and insurance risk tolerance limits through the strategic and business plan processes
Compile quarterly documentation files to support annual governance and control audits by external and internal auditors
ALM oversight – Canada
Support the AVP, Financial Risk Management by providing analysis and review of planned initiatives that impact market risk exposures (interest rate, equity, real estate) for SLF Canada. This includes second line reviews and challenge of any Business Unit strategy reviews performed by the SLF Canada team
Participate in the annual review of SLF Canada PPPs (Portfolio Policies & Parameters)
Annual Strategic Planning & Business Planning & DCAT support
Lead the collection and aggregation of risk exposures to support the annual planning processes, including providing second line challenge that risk exposure growth is aligned with strategic priorities
Lead the collection and aggregation of risk exposures (if required) to support the annual DCAT process
Support ongoing ORSA initiatives, as they related to market risk
Proficient working knowledge and experience in market risk management and ALM
Product, valuation and financial reporting experience
Knowledge of and familiarity with Investments and Capital Markets
Knowledge of and familiarity with economic capital and other valuation methodologies such as risk neutral, market consistent and stochastic
Ability to explain technically complex issues in a simple and concise way
Ability to align technical solutions to business realities
Excellent relationship management and influencing skills
Strong organizational and team building skills
Strong project management skills with the ability to deliver under pressure and with multiple priorities
Experience interacting with and reporting to executive management

Executive Director of Financial Development Resume Examples & Samples

A Bachelor’s degree in a related field or equivalent; Master’s degree preferred
Eight or more years of professional experience with a background in fund raising in the YMCA or another not-for-profit preferred
Directs and coordinates association capital development, annual campaign and endowment programs
Serves as primary staff to the Financial Development Committee and other assigned committees of the Board of Directors. Develops strategies to increase volunteer involvement at all levels of financial development
Develops processes and is actively involved in identifying, cultivating, and soliciting major gift prospects. Maintains database resource file on top community leaders
Prepares and coordinates proposals for grants from government sources and private foundations
Develops systems and manages resources needed to carry out the fundraising plans. Establishes and monitors the financial development department budget for the YMCA
Tracks all gifts and pledges by source and purpose and provides reports as needed
Provides training in fund raising. Educates, motivates and provides feedback to individuals related to best practices in the fundraising process
Develops communication plans to insure members, participants, and the community understand the case for support. May plan and direct the marketing and communication plan; may plan and oversee the association annual meeting, annual reports, newsletters, brochures and reports
Represents the association as required by the CEO/President
Participates in Manager On Duty shifts as required

Agency Financial Director Resume Examples & Samples

Oversees and directs treasury, budgeting, audit, tax, accounting, purchasing, real estate, long range forecasting, and insurance activities for the organization
Directs the controller in providing and directing procedures and computer application systems necessary to maintain proper records and to afford adequate accounting controls and services
Directs the treasurer in activities such as custodian of funds, securities, and assets of the organization
Appraises the organization's financial position and issues periodic reports on organization's financial stability, liquidity, and growth
Directs and coordinates the establishment of budget programs
Coordinates tax reporting programs and investor relations activities.Analyzes, consolidates, and directs all cost accounting procedures together with other statistical and routine reports
Oversees and directs the preparation and issuance of the corporation's annual report
Directs and analyzes studies of general economic, business, and financial conditions and their impact on the organization's policies and operations
Analyzes operational issues impacting functional groups and the whole institution, and determines their financial impact
Evaluates and recommends business partnering opportunities
Establishes and maintains contacts with stockholders, financial institutions, and the investment community
Manages Policy Services Department
Ability to read, analyze, and interpret the most complex documents
Ability to respond effectively to the most sensitive inquiries or complaints
Ability to write speeches and articles using original or innovative techniques or style
Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management

Agency Financial Director Resume Examples & Samples

Ability to write using original or innovative techniques or style
Ability to make effective and persuasive arguments and presentations on controversial or complex topics to top management
Ability to apply advanced mathematical concepts and operations
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
Knowledge of Word Processing software; Spreadsheet software; Accounting software; Database software and Financial Planning Tools
Completion of a bachelor’s degree in Finance, Accounting, Mathematics or an equivalent field is required
Minimum of 10+ years of experience in Financial Operations which includes experience in Title Industry

Director of Financial Development Resume Examples & Samples

Minimum of 2 years of experience in financial development or a related field; YMCA experience preferred
Knowledge and proven expertise in fundraising, fund development, and grant-writing including reporting to funding organizations
Proven success in working with an Annual Fundraising campaign of $150,000 or more, which operated by the philosophy that a personal, face-to face request is best
Ability to establish relationships with various funders, partner agencies, corporations, trusts, and city officials and managers to develop effective, long-lasting collaborations
Assist with association special events
Ability to work cooperatively in a team environment to achieve results
Ability to think conceptually, analyze and solve problems, and demonstrate assertiveness to manage the scope and diversity of the responsibilities
Must be able to work effectively with a diversity of people, different backgrounds, abilities, opinions and all ages. Interacts regularly with members, volunteers, staff and other community leaders
Provide overall leadership for the Arlington-Mansfield Area YMCA Annual Support Campaign including coaching of volunteers and family center staff, planning, training, asking for gifts, and all aspects of campaign
Responsible for all grant writing, reporting, and communication
Manage all grant functions to insure timely submission and compliance
Work closely with family center staff to identify funding opportunities/grant opportunities to enhance YMCA programs and services
Work effectively with United Way to ensure all information is submitted on time and the Arlington-Mansfield Area YMCA remains in good standing
Accept and input donations and money within your areas of responsibility into Arlington-Mansfield Area YMCA system as well as acknowledge donors
Provide strategic planning for fundraising efforts
Effectively oversee budget assigned for Financial Development purposes
Provide useful information regarding Arlington-Mansfield Area YMCA’s impact in the community
Provide leadership for Arlington-Mansfield Area YMCA special events as assigned
Establish and maintain appropriate working relationships with staff and volunteers, community leaders and organizations
Assist in long range vision and plans for the continued success of the Association
Work effectively with Board of Directors and Financial Development committee
Represent the YMCA with key community organizations and events as required
Assist CEO in the area of capital development as needed

Accounting / Financial Director Resume Examples & Samples

Manages a financial function and associated team or teams, including development of strategy, goals and objectives. Coaches and counsels staff to facilitate professional development. Promotes the development of effective team relationships, and functions in various capacities as required to ensure the success of team efforts
Frequently interacts with senior management and peers on matters requiring internal or cross company coordination. Serves as a consultant to management in long-range planning
Develops financial strategy for supported operating companies. Identifies problems and critical issues and implements appropriate responses to meet business challenges
Leads the development, coordination, and facilitation of identifying and communicating business requirements. Assumes leadership responsibility on select projects

Financial Director Resume Examples & Samples

Lead the financial planning, forecasting and reporting of the CSDA sales organization
Contribute to the formation and execution of the Company’s strategy and business plan by providing insight into the financial performance of the sales team
Develop a sales finance team focused on business partnering and driving profitable revenue growth
Oversee the development, preparation, and presentation of both short- and long-range revenue forecasts
Perform financial analysis and other ad hoc calculations and analysis of interest to senior management
Manage monthly reporting process to drive diagnosis of results in order to explain and quantify variances
Develop key performance indicators (KPI's) and productivity metrics and incorporate them into the reporting and analysis processes to link operating results with financial results and to improve accuracy
Ensure that appropriate systems, policies, budgets, controls, and procedures are in place to ensure data and forecast accuracy
Develop a great understanding of the Company’s business
Develop strong relationships with executives and others, both within and outside the finance department, and maintain open flow of communication, enabling deep knowledge of current events in the business
Bachelor’s Degree is required, CPA or MBA strongly preferred
Minimum of 10 years of progressive management and leadership experience in finance, with experience of sales incentive plans a plus
Advanced knowledge of accounting and finance theory with the ability to perform complex financial analyses
Progressive experience in financial analysis, management reporting, accounting, budgeting, forecasting, and/or project management
Proven ability to assist in the development of systems to improve financial performance
Demonstrated performance in partnering finance with operations in driving gains in business performance, revenues, market share and profitability
Strong leadership ability, with the capacity to balance empathy with determination, staunchly defending a strategic direction while considering the position of others
Experience working “hands on” and comfortable with rapid change, quick decisions and uncertainty
An “in-the-trenches”, tactile Finance executive who is willing to immerse her or himself in the business
Demonstrated ability to lead people and get results through others
Detail-oriented executive who brings analytical traits to the organization and operates within a framework that utilizes well-defined metrics, scorecards and KPI’s

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