Financial Lead Resume Samples
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Financial Lead Resume Samples
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IV
I Vandervort
Isabella
Vandervort
8290 Fatima Springs
Boston
MA
+1 (555) 777 8449
8290 Fatima Springs
Boston
MA
Phone
p
+1 (555) 777 8449
Experience
Experience
Chicago, IL
Financial Lead
Chicago, IL
Schmidt-Wunsch
Chicago, IL
Financial Lead
- Supports strong allocation methodology process working with Finance Manager to develop improvements
- Assists Plant Manager and Tijuana Finance leadership in the identification of financial risks and developing mitigation plans
- Develops and implements financial management processes to assure control – benchmark and incorporate best practices across Aerospace
- Drives continuous improvement and cost out activities
- Effectively manages due dates and organizes resources to comply with timely reporting
- Supports preparation of financial analysis for all new product line business proposals, capital investments, and potential new product development endeavors
- Manage institute finances (budget, forecasts, analyses and interpretation) and supports institute budget planning activities
Los Angeles, CA
Financial Services Vertical Marketing Lead
Los Angeles, CA
Huel LLC
Los Angeles, CA
Financial Services Vertical Marketing Lead
- Create simple yet inspiring ideas for DR marketers to grow their business by using Facebook
- Competitive Salary including the following benefits apply
- Closing date: 24th February 2017
- Creative thinking and thought leadership
- Develop propositions and narratives for brand customers to use Facebook for Financial Services customers to use Facebook for brand advertising
- Other Benefits Gym Pruhealth Partner Gyms
- Develop Facebook’s proposition in comparison to TV and communicate at scale to marketers in EMEA
present
Dallas, TX
VA ALM Operations Lead-brighthouse Financial
Dallas, TX
Herzog-Dach
present
Dallas, TX
VA ALM Operations Lead-brighthouse Financial
present
- Measure and monitor risk associated with separate account guarantees, using an option pricing-based valuation system
- Strong knowledge of derivatives structuring and pricing
- Lead the development of a model for hedging costs and prepare projections for financial planning purposes
- Serve as a liaison to Actuarial related to reporting, regulatory and data considerations
- Backtest and conduct economic scenario performance analysis on investment strategies under different market environments using quantitative models
- Maintain knowledge of global capital markets and provide timely updates as they relate to portfolio performance and risk management
- Lead the company’s efforts to leverage large data sets and third-party data sources to create analytical tools and data interfaces across the various functions
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Hofstra University
Bachelor’s Degree in Accounting
Skills
Skills
- Ability to handle conflict situations in a professional manner
- Excellent written and verbal communication skills
- Excellent computer skills
- Ability to prioritize work and meet reporting deadlines
- Strong interpersonal skills
- Strong customer service skills
- Proven analytical skills
- Proven leadership/training experience
15 Financial Lead resume templates
Read our complete resume writing guides
1
Financial Services Digital Solutions Lead Resume Examples & Samples
- The ability to design and architect banking, payments and mobile solutions, based on at least eight years of relevant work experience in designing internet-based software architectures that address all aspects, such as security, single sign-on, deployment, performance, caching, sizing, scalability, and service availability
- Demonstrated experience of driving from digital concept to solution through to implementation
- Knowledge of architectural frameworks and enterprise integration patterns and best practices,
- Fluency and efficiency in creating Technical Architecturze Documentation, presentations and sales pitches
- Experience with agile program management and delivery
- Demonstrated track record of solutioning and delivering large, complex digital solutions
- At least three years of hiring, developing and managing technical talent
- Experience in a consulting role in financial services
- Prior experience as a software developer
- An appreciation of user experience and digital customer engagement
- Knowledge of technology trends in banking and provide thought leadership to the business around innovative technology solutions
- Execute interactive and outcome-driven workshops to capture & document client requirements and develop solution blueprints
- Perform quality review of project deliverables. Lead work sessions and deliverable presentations with client team members
- People Management: Mentors junior consultants, engagement managers and other more junior delivery consultants on the proposal and/or delivery teams as appropriate
- Competency: Recognized as an expert in their competency and/or specific offerings
- Ability to accommodate extensive travel at times (60 - 80% or more)
- Team player, client-facing, results-oriented, strong communicator, can-do attitude and comfortable working in a highly flexible, agile and collaborative environment
2
Anti Money Laundering Financial Intelligence Team Lead-specialized Investigations Unit Resume Examples & Samples
- Technology & Operations
- BMO Harris Financial Group U.S. LE/LOB’s – P&C, U.S., PCG and Capital Markets
- Thorough knowledge and understanding of OFAC, BSA/AML, and USA PATRIOT Act along with knowledge of regulatory trends
- Working knowledge of applicable enterprise systems and Microsoft Office Suite
3
AML Financial Investigations Unit Lead Resume Examples & Samples
- Minimum five years’ experience in AML including conducting AML investigations (undertaking customer transaction reviews, open source research and preparation/review of SMRs) and higher risk customer reviews
- Experience in AML/CTF matters particularly AUSTRAC requirements
- Understanding of Australian AML/CTF laws, rules and regulations including sanctions regimes
- Familiar with AML typologies and risks associated with banking
- Basic understanding of Retail and Institutional account types and services
- Comfortable using bank host systems
- Experience in managing teams
- Tertiary qualification, additional relevant professional qualification an advantage
4
AML Financial Intelligence Group Lead Operational Effectiveness Resume Examples & Samples
- SAS, SQL, and Data Visualization Tools experience is required (Spotfire, Tableau)
- The ability to build databases in Access
- Obtaining AML related certification (i.e. CAMS) required after hire
- Demonstrated ability to work with internal data to analyze business problems and work with others to identify root causes/prepare and execute recommended solutions
- Demonstrated ability to examine the work of others to oversee compliance
5
Anti-money Laundering Financial Intelligence Team Lead-alert Adjudication Unit Resume Examples & Samples
- Oversee suspicious activity monitoring, including identification, data collection, monitoring, research; analysis and compilation of evidence to effectively support AML Program objectives
- Ensure problem escalation, mitigation and preventative measures are consistent with regulatory and enterprise requirements. Ensure that analyses, investigation and documentation comply with BSA/AML procedures and regulatory requirements. Follow-up on issues identified through the escalation process to ensure adequate resolution
- Corporate Compliance and Audit
- Strong analytical, problem solving and organizational skills
6
Financial Decision Supp Lead Resume Examples & Samples
- Strategic and tactical Planning, budgeting and forecasting. Plan, Budget, RF1/2/3: Advise on key business planning assumptions, trade-offs and opportunities based on *what if* scenarios. Provide enhanced insight on revenue and cost drivers based on understanding of competitor activities and local business knowledge. Provide clearly constructed recommendations for actions. Finalize the messaging and content for the budget presentation material
- Relations network (internal / external): Develop excellent relations and maintain regular contact with Business Unit CFO, Senior Director/Director, Business Partners and RPA
- 5+ years of experience in a financial role (essential) and a deep understanding of P & L metrics and drivers working in a global organisation
- Languages: strong English skills (spoken and written) / local languages where this is the common business language
7
CTI Financial Utility Process Lead Resume Examples & Samples
- Establish, supervise and manage and follow procedures for monthly processes e.g. Accruals, Proof of GL Accounts, Save tracker review, Intercompany charges/expenses
- Take ownership on new migration related activities – project timelines, legal requirements in place, timely knowledge transfer in place
- Provide recommendations for potential process improvements ahead of their execution, actively participate in recommendation discussions
- Manage relevant control related activities
- Provide supporting data for monthly expense variance analysis; including review with the CTI Country Heads and Cluster Head
- Drive CTI/ICG country budget (included expense and recovery plan) based on Product Cards methodology
- Monitoring corporate policies and procedures, update regularly the relevant procedures of the Finance Utility Team. E.g. in relation to the treatment of tax on invoices
- Work closely with Entreprise Supply Chain and look for synergies
- Assist with CTI EMEA investment and tracking mechanism
- Build relationship with business customers
- Maintain smooth communication process with counterparties and senior managers
- Higher degree
- Fluent English and Hungarian language skills
- 9-10 years of Financial background preferably at a Financial Institution or Service Center
- Enhanced knowledge of Microsoft Office products, i.e. Word, Excel, PowerPoint, Visio, and Project
- Presentation and information sharing skills
8
Financial Lead Resume Examples & Samples
- Degree qualified Graduate with 7 to 10 years experience
- Accounting/Finance qualification
- Working knowledge of US GAAP, local GAAP (where relevant), revenue recognition and SOX
- Computer literate, good analytical skills with business sense
- Fluent English preferred
- Capable of dealing with management in country and various locations
- Influencing skills at all levels of the business
- Excellent communication – written & verbal
- Highly motivated and can work under pressure and tight deadline
9
Tech Lead-tools Team-financial Migration Resume Examples & Samples
- Developing and designing technical solutions based on reading and understanding business and functional requirements following the Agile process
- Producing high-quality code to meet all project deadlines and ensuring the functionality matches the requirements
- Analyzing and resolving issues found during the testing or pre-production phases of the software delivery lifecycle; coordinating changes with project team leaders and cross-work team members
- Providing technical leadership to project team members and responding to inquiries regarding errors or questions about programs
- Interacts with data architects, other tech leads, team members and project manager as required addressing technical and scheduling issues
- Suggests and implements process improvements for estimating, development and testing processes
- Responsible for insuring team designs and delivers code in alignment with published SEI & industry standards
- Work experience within financial management organization
- Self-motivation with an ability to prioritize multiple tasks
- Ability to develop a strong internal network across the platform
- Excellent collaboration, communications, negotiation, and conflict resolution skills
- Ability to think creatively and seek optimum solutions
- Ability to grasp loosely defined concepts and transform them into tangible results and key deliverables
- Very strong problem-solving skills
- Diagnostic skills with the ability to analyze technical, business and financial issues and options
- Ability to infer from previous examples, willingness to understand how an application is put together
- Action-oriented, with the ability to quickly deal with change
10
Business Process Excellence Financial Lead-multiple Locations Resume Examples & Samples
- Consolidates the financial benefits for all Process Improvement projects to provide reporting for monthly, quarterly and year end benefits
- Develops action plans and identifies/assigns resources to execute plans
- Proactively develops and maintains broad knowledge of the technical disciplines; applies broad knowledge of trends and best practices in a manner that ensures exceptional performance and results
- Green Belt certification a requirement (BB certification a plus)
- 3+ years in a finance related role
- Strong facilitation skills and the ability to build positive working relationships within a variety of organizational departments
- Strong communication and presentation skills, both written and oral
11
APM Financial Lead Resume Examples & Samples
- Serves as a top level technical or functional expert supporting one or more clients and unlimited user groups
- Performs highly specialized technical tasks associated with cutting-edge technologies
- Works with user groups to solve business problems with available technology including hardware, software, databases, and peripherals
- Applies expert functional knowledge and experience to significant business projects or processes
- May perform business development activities, including providing technical input to proposal efforts
- Provides guidance and training to less experienced staff
- May serve as a technical task or project leader
- May have supervisory responsibilities
- Maintains current knowledge of relevant developments in area of expertise
- 10-15 YEARS OF EXPERIENCE IN AREA OF EXPERTISE
12
Financial Lead Analyst Master Data-br-en Resume Examples & Samples
- At least 3 years in daily working with ERP systems, building into good understanding of main business processes in general and Item Master Data structures and elements specifically
- Professional Supply Chain experience in customer service or purchasing dept
- Good understanding of General administration,
- Basic understanding of IT Development processes and Project management
- MS office applications: Excel, Word, PowerPoint
13
Financial Analyst Lead-accounting Resume Examples & Samples
- Prepares daily, weekly, monthly and quarterly reports and performs other related duties as assigned by director, administrative team and department directors
- Other projects as assigned by Controller
- Prepares and analyzes utilization and cost data as required for regulatory reporting and new program/service submissions
- Utilizes Business Objects and PCM to extract utilization, reimbursement, and costing information from multiple sources in order to compile profitability statements by payor, product line, and physician for administrative team and department directors
- Manage and develop direct report position
14
Financial Analyst Lead / Manager Resume Examples & Samples
- Experience with financial forecasting and planning
- Ability to develop strong relationships with business partners and succeed in a team environment
- Proven track record of problem solving and process improvement implementation: ability to generate bold, creative ideas to improve performance and reduce costs
- Experience with Sensitivity Analysis
- Working knowledge of Costpoint, Cognos, TM1, and Hyperion
- Government contracting experience
- Healthcare industry experience
15
NA AIC Business Financial Transformation Lead Resume Examples & Samples
- At least 10 years experience with financial account optimization
- At least 7 years of financial analysis and profit optimization
- At least 7 years of procurement knowledge
- At least 7 years of tracking and driving financial realization
16
Financial Processing Lead Resume Examples & Samples
- Assist the financial processors in resolving questions about financial accounts in exception status
- Correctly apply payments or refunds to borrower accounts
- Prepare, maintain, report financial exception data collection; Explain the variances, identify the causes, and reconcile accounts
- Perform monthly exception financial review and reporting
- Prepare daily/weekly/monthly exception accruals
- Respond to data requests by providing supporting documentation within specified time-frame
- Utilize financial systems to their maximum potential and make reporting effective, efficient, timely, accurate, and insightful
- Structure reporting to provide effective tools that allow department supervisors to understand variances and make effective decisions around resource allocation
- Work with external auditors during periodic reviews and audits, assist in preparation of annual audit schedules and tax work papers
- Research various exception accounting issues and propose appropriate accounting treatments
- Perform other duties as assigned by leadership
- High School diploma or GED required
- Bachelors’ degree (BA) preferred
- Two years of related work experience required
- Experience working both independently and in a team-oriented, collaborative environment
- Apply analytical and problem-solving skills
- Effectively prioritize and execute tasks conforming to shifting priorities, demands and time-lines
- Ability to execute complex tasks simultaneously
- One to two years of experience in financial analysis, forecasting, and reporting is preferred
- Ability to successfully interact with all levels of management and staff; ability to communicate effectively, orally and in writing, on technical issues and financial exception analyses
- Ability to implement innovative approaches to presentation of analyses results through charts, graphs, and/or maps, etc
17
Senior GBS Financial Controller / Sector Lead Resume Examples & Samples
- Builds professional relationships with IBM GBS Partners, provides advices and guidance during finance end-to-end (E2E) process (starting even before contract signature, until contract end) how to achieve best results in line with signing and revenue recognition policies
- Leads discussions and organize meetings with business, accounting and other departments in order to ensure that objectives of all parties are met
- Monitors progress and measures results and efficiencies
- Leads Junior Financial Controllers to maximize operational standards/efficiency, coaches and develops team to meet targets, Key Performance Iindicators, Sarbanes-Oxley requirements, audit, provides functional guidance to team members
- Review of analyses provided by team Junior Financial Controller in regards of revenue and cost balances on monthly basis, works to resolve balances and ensures that Accounting entries and adjustments are performed by month-end close
- Monitors and analyze balance sheet, and work with local Finance team and Partners to ensure revenue and cost recognition policies are met
- Provides advice and recommendation to Europe Sector CFOs and Partners to achieve business and Sector targets in terms of signings, revenue and contract GP First contact point for Europe Sector CFO and Consolidation Managers for specific finance queries
- Provides advice and recommendation to Business Operation Manager with forecasting activities
- During month end closing periods reports daily assessments to country CFO and Europe Sector CFO
- Manages backlog validation and quarterly backlog certification activities
- Cooperation with Delivery Manager by providing expertise for complex contract reviews
- Perform ad hoc reporting as needs arise
- Perform year-to year and other occasional analyses as requested by Finance Managers and Europe CFO’s, Accounting and Audit Departments
- Supports in projects and other ad-hoc queries
18
Senior LHA Financial Team Lead Resume Examples & Samples
- At least 10 years of professional experience providing financial management and execution support to an ACAT I shipbuilding program within a NAVSEA Program Office(s) is required
- Demonstrated experience in DoD financial accounting systems, including Program Budget Information System (PBIS), NAVSEA Headquarters System (NHS), Standard Accounting and Reporting System (STARS), Mechanization of Contract Administration Services System (MOCAS), and Enterprise Resource Planning (ERP) / Navy ERP (NERP) is required
- Must be available to travel 10-15% of the time
19
Lead Technology Financial Analyst Resume Examples & Samples
- Develop an understanding of the Banks’ business models and familiarity with services provided by the internal affiliate technology organization, as well as familiarity with active technology programs and their impact to each of the Banks
- Anticipate financial impact of pending business events and changes to business strategy
- Work closely with Bank controllers to review monthly technology charges and resolve any discrepancies or invalid charges
- Prepare financial analysis and reconciliation for quarterly affiliate service review meeting
- Prepare materials and present financial results, including comparison of actuals vs. year-to-date and full-year forecast, month over month variance and key expense drivers, to senior management at various monthly and quarterly governance forums
- Establish and maintain the financial forecast for the US Banks Technology team based on staffing expectations for the year
- Present the proposed technology budget to senior management during the annual budget cycle
- Work with Bank controllers on the Bank’s annual 3-year planning exercise
- Ensure that the Bank technology procedures are aligned with current practice and regulatory requirements
- Provide financial data for relevant regulatory or audit requests, including quarterly OCC metrics and Recovery and Resolution Plan
- Lead a small team
- Five to ten years of experience in financial services or banking technology
- Experience with financial management (budgeting, forecasting, expense management, accruals, depreciation, software capitalization)
- High level of attention to detail and precision
- Strong analytic and problem solving skills
- Excellent verbal, written communication and presentation skills
- Strong leadership, coordination and facilitation skills
- Good interpersonal skills, with an ability to navigate complex organizations and build relationships
- High level of proficiency in Excel and PowerPoint, knowledge of SharePoint
- Bachelor's degree in Business, Economics, Finance or Information Technology
- Knowledge of banking products and bank regulatory environment is a plus
- Knowledge of project management methodologies and technology processes is a plus
20
Financial Services Vertical Marketing Lead Resume Examples & Samples
- The vertical marketing lead will work closely with our Global Vertical Marketing team to identify how to grow specific industry verticals – those with the potential to redefine and accelerate adoption of Facebook products across EMEA
- EMEA CROSS FUNCTIONAL topic expert (SME): Identify what markets, regions in the Financial Services Industry have the most potential for future growth
- Track or identify ways to measure market share growth and impact of these activities
- DESIGNER AND PROGRAM MANAGER FOR LOCAL MARKETING ACTIVATION: Define, lead and deliver strategic marketing initiatives for the EMEA region, in close collaboration with channel / country marketing teams, sales, marketing science and creative shop
- EMEA MARKET LEADER and Originator of Thought Leadership (Content): Proactively develop points of view / strategic activities showing how Facebook can solve key customer challenges and help transform businesses for the digital age. These will include narratives, campaigns and toolkits that sales teams can proactively pitch to their clients
- DESIGN AND DELIVER GLOBAL CAMPAIGNS and GTM materials : Create sticky, memorable frameworks for digital marketing, brand-building and performance marketing that influence how customers plan their actions across platforms
- EXTERNAL C level POC and relationship (in partnership with sales org): Accompany/Present at meetings with regional leaders, local country sales. Bringing in broader opportunities for sales to execute against. Help with large RFP/ agency/ client pitches for global / regional deals in vertical
- Develop Facebook’s proposition in comparison to TV and communicate at scale to marketers in EMEA
- Create simple yet inspiring ideas for DR marketers to grow their business by using Facebook
- Develop propositions and narratives for brand customers to use Facebook for Financial Services customers to use Facebook for brand advertising
- International outlook/experience/sensitivity is important
- A strong passion for, and expertise in Financial Services
- 10-15 years marketing experience
- Experience in sales and/or sales marketing
- Understanding of or have worked in the financial services vertical across Brand and Direct Response type marketing positions
- Understanding of digital marketing
- Understanding of traditional and digital media
- Understanding of Facebook’s suite of apps and marketing solutions
- Understanding of marketing science and measurement
- Analytical ability and comfort with data ambiguity
- Ability to influence and collaborate across the organization
- Creative thinking and thought leadership
- Senior stakeholder management
- Competitive Salary including the following benefits apply
- Medical Benefits
- Dental Benefits
- Vision Benefits
- Pension Benefits
- Life Assurance
- Ride2Work
- Childcare Benefits
- Other Benefits Gym Pruhealth Partner Gyms
- Transport
- UK Holiday Calendar
- Paid Time Off (PTO): 25 Paid vacation days per year
- Posted: 23rd January 2017
- Closing date: 24th February 2017
21
Financial Team Lead Resume Examples & Samples
- Lead, mentor and coach teams to exceptional performance
- Supervise an assigned team of operations administrators to achieve Brand identified targets
- Ensure that all customer expectations are exceeded
- Create a fun, friendly, and approachable team environment
- Provide recruiting support
- Conduct monthly, mid-year, and annual Performance Reviews
- Manage the daily operations of an operations team
- Handle the escalated customer cases
- Conduct monthly meetings with leadership on continuous improvement so that tools are available to provide the appropriate reports, statistics, and monitor logistics that will aid in serving our customers
- Be an early warning system by focusing attention on customer complaints, and reporting data
22
Financial Lead Resume Examples & Samples
- Participates as a leading member of the Tijuana Finance Team in driving standardized processes and processes. Recommends improvements to the Finance Mgr/Plant Controller
- Reports financial activity to product line managers, engineering managers and functional heads to support development of product line processes, controls and measurement of the product line programs and key business customer contacts
- Responsible for all financial reporting across product lines ensuring accurate and timely financial data is available monthly for review. Also provides timely divisional/plant financial reporting, while ensuring compliance with Tax and Group accounting policies
- Supports preparation of financial analysis for all new product line business proposals, capital investments, and potential new product development endeavors
- Prepares strategic plans, annual profit plans and monthly rolling forecast at plant level
- Assists Plant Manager and Tijuana Finance leadership in the identification of financial risks and developing mitigation plans
- Assists in communication of plant financial performance to Division / Aerospace leadership. Focus on performance to goals and identify areas for improvement and concern
- Supports annual certification for compliance with Sarbanes-Oxley requirements. Continuous improvement of controls and processes
- Supports strong allocation methodology process working with Finance Manager to develop improvements
- Supports local government accounting standards and regulations compliance – US, Local and IAS
- Effectively manages due dates and organizes resources to comply with timely reporting
- Develops and implements financial management processes to assure control – benchmark and incorporate best practices across Aerospace
- Drives continuous improvement and cost out activities
- Bachelor’s Degree or equivalent in Accounting, Finance or Business
- Three to five years of experience in financial management in a manufacturing environment
- Knowledge and understanding of corporate, division, and plant reporting policies and key measurements
- Strong technical expertise (US GAAP/IAS) in accounting and finance
- Proven success in managing multiple projects and ability to establish and work with cross functional teams
- Strong verbal, written and interpersonal skills
- Proven leadership and possession of problem solving and analytical skills
23
Financial Services Operations Coordinator & Team Lead Resume Examples & Samples
- Validate and process invoices from channel partners, EMC and VMware
- Prepare and deliver Master Lease Agreements, schedules and other financial contracts to DFS customers
- Maintain accurate administrative records relevant to the transaction, including critical customer and partner information
- Conduct weekly backlog reviews with team
- Attend leadership meetings to communicate status of various transactions
- Monitor weekly metrics and hold team accountable where needed
- Document policy and procedures, perform quality audits, and ensure adherence to business controls
- Assist in scheduling, staffing, and new-hire onboarding needs
- Provide coaching and mentoring to peers
- Work closely with team manager
- Previous management or supervisor experience
24
AS Financial System Lead Resume Examples & Samples
- Support of maintenance and additional projects (enhancements) in AS400
- Coordinate the Concur go live / payroll related projects in AS400
- Support month end close transmission from LA / Asia countries (approx. 80 entities)
- Specific activities throughout the month
- Up to 10% travel to Asia
- Will need to work flexible hours – when support for Asia is required
- 5 years of experience working with AS400 in a Financial environment
- Strong Accounting background (CMA, CPA)
- 7+ years of experience working with AS400 (version 12), BPCS (version 6.0.04) and ICAP (version 4) in a Financial environment
- AS400 scripting and coding writing experience
- Master’s degree or higher (Licenciatura, Maestria) in Accounting or Finance
- Bachelor’s degree in Information Technology or Financial Information Systems
- Experience communicating and working with other Areas – including Asia
25
Financial Lead Analyst, CIS Resume Examples & Samples
- Bachelor’s degree in related field from a four-year college or university with 0-3 years related experience; or equivalent combination of education and experience
- Quickly adapt to change and flexible work schedule
- Strong Metric Management Skills and Analysis
- Strong working knowledge of financial software applications programs and Microsoft Word, and Excel
- Sound background with accounting concepts and ability to apply that knowledge
- Strong customer service orientation as demonstrated in previous relevant roles
- Ability to take ownership of financial analyst project responsibilities and to focus on providing financial support to business leadership
- Previous experience in services related industry, call center environment or business process outsourcing is a plus
26
Operations Lead, NA Financial Services Resume Examples & Samples
- Drive customer service improvements to ensure team is functioning at the highest level possible
- Lead customer service team to provide optimal customer experience
- Improve cross-functional relationships by liaising and partnering with various internal teams
- Maintain Tesla Lease Trust business registrations and renewals on a state and jurisdiction level
- Maintain and improve process for vehicle insurance and title tracking
- Act as key point of contact for service vendor
- Work with IT project manager to plan and facilitate system and process improvements
27
Financial Global Process Lead Resume Examples & Samples
- Drive the global process vision for standardization while meeting operational efficiencies, customer experience and future scalability
- Cover all Align products and regions that utilize the global process
- Build alignment and commitment across functions/regions/projects
- Organize, plan & facilitate the development of new process standards and the associated procedures/training
- Actively monitor process compliance & KPIs to address inefficiencies
- Respond to strategic changes in the business impacting processes such as geographic expansion, as well as drive continuous improvement changes
- Articulates process changes to Technical team (BAs)
- Manage activities and priorities of their specific Process Team & provide feedback to direct managers
- Sets the standards for the relevant master data and works with Data Stewards to drive improvements, as needed
- Ensures that when changes to the system attributes are required solutions are scalable & compatible with the way the master is structured; approves changes
- 6+ years of professional experience with background in process improvement, Finance business processes, Operations, program management, change management and/or ERP implementation and governance
- Extensive experience with processes in Finance, Accounting or Controlling; comprehensive experience in process design and / or optimization; experience with SSCs with a finance background
- Comprehensive experience with ERP and an affinity to support the development and harmonization of supporting IT tools / environments; experience with other payables / disbursement modules are a plus
- Process improvement (LEAN, Six Sigma) or project management expertise preferred
28
Financial Services Account Team Lead Resume Examples & Samples
- Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the high-value customers
- Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries
- Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs
- Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services
- Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings
- May participate in business reviews to learn about clients’ strategic direction as well as gain a good understanding of the products and services offerings
- May communicate with clients, vendors and other departments to ensure quality service delivery and customer satisfaction
- Excellent customer service skills to build high levels of customer satisfaction
- Working knowledge of FIS products and services, as well as general banking operations and procedures
- Communicate ideas clearly and concisely and professionally both in writing and verbally. Excellent documentation skills
29
Financial Lead Analyst Resume Examples & Samples
- Assumes leadership duties when manager is unavailable or out of pocket (i.e. vacation, special projects, etcetera)
- Leads and completes high-complexity assignments that require aligning resources, completing research, developing new thinking/approaches and shaping strategic direction
- Plays a leadership role in coordinating key processes such as the budget, forecast or critical analytical projects. This may include coordinating timelines and the rollup of assumptions from other analysts and business partners, training others on the process and models used, reviewing the work of others and owning the most complex aspects of the analytical work involved
- Maintains critical business partner relationships, especially as it relates to more senior members of the leadership team
- Designs new analytical reports and analyses to provide insight to business trends and opportunities for improvement
- Reviews the work of others to ensure completeness/accuracy and to provide feedback
- Collects, analyzes and presents financial information to business partners identifying risks and opportunities to aid the team in meeting their specific goals. Acts as a catalyst for change by driving results and playing a strong leadership role in finding solutions/adding value
- Provides financial expertise by leading cross-functional teams, ensuring that projects are modeled appropriately and that financial ramifications are adequately considered
- Collects appropriate data as necessary to prepare ad-hoc analysis as requested by management. The types and nature of these analyses will vary according to the needs of the business. These analyses are performed to provide decision support for management in evaluating the possible outcomes of various strategic and tactical decisions
- Builds and maintains strong relationships with members of the finance team and the business partners that we support. Seeks feedback and improves performance to ensure we are driving standards of excellence
- Remains strategic in thought and provides a big-picture perspective on issues and potential solutions. Assignments include the most technically challenging analytics; requiring research or creation of new approaches
- Assesses business results and consistently identifies, recommends and drives opportunities to create value
- Assumes a lead role in team meetings. May be responsible for leading team meetings when manager is unavailable
- Shares thoughts, perspectives, questions and concerns openly and honestly ensuring your voice is heard. Encourages others to engage in dialogue and to share their thoughts, perspectives, questions and concerns
- Serves as a mentor by helping teammates see various perspectives, working through issues, finding positive responses to change and demonstrating open communication. Provides leadership to co-team members on key projects
- Passionately exhibits the values and behaviors of the Dynamic Organization, and takes ownership of strengthening our business model. Helps on board new associates, teaches and models the Dynamic Organization. Provides peer feedback, technical and soft skill support and leads in the development of application of training
- Remains current on industry trends and aspects of the field of finance and accounting that impact our ability to provide needed financial expertise to our business partners
- Bachelor’s degree in Accounting, Finance, Economics or related discipline required. CPA or MBA strongly desired
- Minimum of 7 to 9 years of broad experience in financial analysis/accounting required. Wireless operations experience a plus
- In-depth knowledge of financial principles, practices & procedures and general accounting practices & principles
- Demonstrates strong leadership capabilities. Ability to lead cross functional teams while handling multiple projects simultaneously is required
- Strong verbal and written communication skills, with an ability to communicate with all levels of the organization
- Strong project planning and management skills are a must; ability to breakdown complex problems into manageable goals is required
- Ability to synthesize various, independently generated, data points into a cohesive analysis
- Strong financial modeling capability required. Significant proficiency with Microsoft Products (Excel, Access) required
- Knowledge of SAP, Hyperion and Business Objects is a plus
- Flexibility to adapt to changing priorities in a positive and timely manner
- Alignment with the organization’s Values & Behaviors
- Cyclical/occasional/unplanned substantial overtime required
- Light travel may be required
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Enterprise Data Mgt Lead-brighthouse Financial Resume Examples & Samples
- Provide technical leadership over a set of cloud-based technologies and platforms, including
- 10-15 years of experience designing, developing, and maintaining complex, large-scale data integration/data management platforms and applications
- Expert level knowledge of data management, data integration, and Big Data technologies and platforms
- Strong vision setting, concept articulation and communications skills that would facilitate developing effective partnerships with internal customers, critical stakeholders and technical leadership teams
- Experience applying Agile delivery practices (e.g., scrum, kanban, Scaled Agile Framework) in data integration, data management and business intelligence related programs
- Demonstrated ability to coach, mentor, and develop employee and contractor team members
- Demonstrated ability to innovate, to drive projects to successful completion and to create enduring solutions to problems
- Experience with cloud-based data management/data integration platforms is beneficial
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Portfolio Financial Lead / Analyst Resume Examples & Samples
- 3+ years of project management support experience
- Strong Excel
- Resource Forecasting Experience
- PCM System
- OpPlan System
- Casemanager
- High Energy Team player
- Capable of working independently with our LOB Heads and Tech Exec
- Looking for the opportunity to grow their career and knowledge of Client Facing Platforms Technology
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Lead Flair Financial Services Resume Examples & Samples
- Minimum of 8 years of experience with Accounting and Financial Systems
- Minimum of 8 years of experience with the FLAIR sub system (CAC, DAC, DW, Payroll)
- Minimum of 5 years with functional experience with Public Sector Accounting and Financial Systems
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Financial Lead Analyst Resume Examples & Samples
- Serve as a subject matter expert and perform support functions related to running and maintaining all aspects of Essbase / Hyperion Planning Applications
- Lead efforts to develop the budget and design new analytical reports and analyses using Hyperion Planning to provide insight to business trends and opportunities for improvement
- Produce required budget templates and documentation for the annual budget for various functional areas. Provide the necessary reporting to assist cost center leaders in managing their cost center financial results, budgets and forecasts
- Develop and present recommendations to various participants on improvements to the budgeting and forecasting process
- Work with other associates in FP&A as well as the business unites to to develop and leverage best practices in budgeting, forecasting and analysis
- Partner with cost center owners to provide consistent requirements on the budgeting process
- Prepare forecasts and analyze trends within the assigned areas, incorporating the impacts of general business conditions
- Prepare innovative financial and business related analyses and research in such areas as financial and expense performance, rate of return, depreciation, working capital and investments
- Anticipate issues before they arise
- Successfully balance the needs within the various areas supported
- Actively seek resolution of issues independently by determining and understanding the causes and follow through to ensure achievement of results
- Show independent initiative where appropriate to achieve results
- Take an active role in coaching and training less-experienced associates and serves as an internal role model by positively influencing others
- Works on complex financial or business issues where analysis of situations or data requires an in-depth evaluation of variable factors or intangibles
- Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining expected results
- Determines methods and procedures on new assignments and provides guidance to others
- Assignments are broad in nature, usually requiring originality and ingenuity to complete
- Interacts independently with senior leaders to exchange insight and frame analyses
- Interprets and applies organization policy and takes the initiative and ownership to resolve issues independently
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Financial Analyst, Lead Resume Examples & Samples
- Position will be responsible for teaming with the business units and Health Services to identify trend outliers and perform the needed work to facilitate discussion and possible solutions
- Perform certain regulatory reporting exercises for both state and federal programs
- Develop new reporting tools based to satisfy needs of regions, provider relations, contracting and medical management
- Reporting of Medicare revenues and other financial data to the accounting department for monthly close activities
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Financial Clearance Team Lead-sutter Shared Services Resume Examples & Samples
- Demonstrated experience and a proven track record in hospital registration, financial clearing and/or financial counseling as typically acquired in 3 to 5 years of experience
- Experience consistently executing Patient Access standards, processes, policies, procedures and service level agreements
- Experience leading a team in a fast-paced environment while still following standard processes and procedures
- Experience in a regional/ shared service Patient Access environment with multiple/ matrix reporting relationships preferred
- Expert knowledge of the financial clearance process
- Familiarity with general hospital management principles, practices, and procedures
- Knowledge of patient access functions in acute and non-acute settings including organization, registration, financial clearance, and financial counseling functions and how they interrelate
- Knowledge of principles, methods, and techniques related to compliant healthcare billing/collections
- Knowledge of medical terminology and coding
- Knowledge of Patient Access Patient Management information system applications, preferably EPIC
- Knowledge of system interfaces that will include Passport Eligibility, eCashiering, Paperless Registration, Hyland On Base Scanning, Search America and other applications desired
- Knowledge of reimbursement systems (DRGs, capitation, managed care, etc), the Medicare Peer Review Organization, TJC accreditation standards, state licensing requirements, and state and federal laws, standards, rules, regulations and requirements governing the confidentiality of patient information is essential
- Knowledge of work standards and productivity measures, quality control mechanisms, and workload distribution desired
- Ability to serve as a coach to others on financial clearance processes, policies, and procedures
- Demonstrates leadership skills and the ability to provide constructive feedback to team members to support continuous improvement
- Ability to effectively resolve conflicts among individuals and/or work groups
- Strong time management skills and the ability to manage frequent in-person contacts while effectively maintaining and documenting data in the patient registration/accounting systems
- Excellent verbal and written communication and active listening skills
- Accuracy and attentiveness to detail required
- Must be able to set and organize own work priorities, and adapt to change
- Must be able to work concurrently on a variety of tasks/projects in an environment that may have competing priorities, be high volume, and working with individuals having diverse personalities and work styles
- Computer proficiency skills required
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Financial Assistance Team Lead Resume Examples & Samples
- Lead team of Financial Assistance Specialists to ensure that daily responsibilities and assigned tasks are complete and maintained at performance standard levels
- Training and on-going development of new hires, assuring necessary tools and information is in place to incubate success
- Exert strong team building skills through goal-setting, motivation and follow up to reach those goals
- Evaluate and balance daily work load for specialist team
- Assist program manager with daily, monthly and ad hoc reporting as required by program and program partner
- Effectively work with program manager to assure all issues are resolved accurately and in a timely manner
- Participates in special projects and attends and/or conducts meetings in the department
- Solid knowledge of financial copay assistance programs, ACS’s contractual obligations, and department operations. Cross-trained to perform all roles within the team
- Communicates effectively and professionally with our program partners to assure the best possible service for our patients and partners
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Financial Services Marketing Lead Resume Examples & Samples
- Define and implement a Financial Services APAC marketing plan that supports the overall FS marketing strategy reflecting APAC business priorities and objectives
- Enhance Accenture’s industry network, developing new and powerful ways of engaging key clients, decision-makers and industry influencers
- Contribute both strategic thinking and hands-on marketing
- Organize and run the Financial Services marketing function in APAC, including managing marketing talent, setting plans, competition tracking, budget and reporting metrics
- Ensure an integrated approach across marketing, media, internal communications & research in APAC
- Provide guidance on marketing-related matters to the local Financial Services leadership (managing directors, practice leads, client service group leads, client account leads)
- Provide guidance and support on internal communication and driving employee engagement to the Financial Services APAC managing director
- Originate or adapt content-based marketing campaigns for relevance and impact in key market segments
- Lead efforts to develop and execute marketing programs for a defined set of specific client accounts
- Support further growth of our Consulting practices
- Act as Marketing Single Point of Contact for client account leads in Financial Services APAC
- Travel domestically/internationally up to 25%
- Bachelor's degree or other 4-year university degree
- Minimum of 12 - 15 years’ experience in integrated marketing
- >10 years’ experience executing and/or leading digital marketing programs for digital agencies or client marketing organizations, with a strong focus on client acquisition and engagement, networking strategies, digital media, cross-channel campaign management, personalization, data management, and digital analytics
- Prior experience in management consulting, technology consulting or digital agencies
- Deep industry knowledge in financial services
- Extensive digital / social media marketing experience
- Skilled at managing resources to effectively achieve marketing goals, including budgets, talent and third-party suppliers
- Professional attitude and a team player
- Executive-level presence
- Fluent in English both written and spoken; other languages a plus
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VA ALM Operations Lead-brighthouse Financial Resume Examples & Samples
- Lead the execution of variable annuity hedging strategies, including trade structuring, marketing, pricing, and execution, through coordination of internal and external stakeholders
- Respond to the complexity of the capital markets and identify opportunities to mitigate unplanned losses in hedge programs and/or maximize returns on the hedging strategies
- Coordinate, prepare, and report to senior management, the Board of Directors, governance and steering committees, external stakeholders, and regulators on variable annuity hedging strategies, hedging results, hedging costs, trade structures and economics, new products, and financial projections
- Channel feedback and questions from external stakeholders back to the technical team to be considered in model design and implementation
- Serve as a liaison to Actuarial related to reporting, regulatory and data considerations
- Coordinate and prepare memos, regulatory documentation, and white papers for various stakeholders on the variable annuity hedging strategies being proposed or deployed
- Lead the development of a model for hedging costs and prepare projections for financial planning purposes
- Prepare and distribute regular commentary on financial market macro trends and micro events articulating their impacts or potential impacts on hedging results quantified by P&L attribution
- Backtest and conduct economic scenario performance analysis on investment strategies under different market environments using quantitative models
- Lead the company’s efforts to leverage large data sets and third-party data sources to create analytical tools and data interfaces across the various functions
- Leverage academic research and industry news and trends for idea generation
- Maintain knowledge of global capital markets and provide timely updates as they relate to portfolio performance and risk management
- Support the use of sophisticated mathematical techniques, including simulation and option pricing models, to support variable annuity product designs
- Influence the pricing of various life and annuity products through evaluation of economic value and economic capital requirements
- Measure and monitor risk associated with separate account guarantees, using an option pricing-based valuation system
- Model cash flows that are sensitive to market conditions, such as lapses, transfers, flexible premium persistency, and benefit payments
- Support the development of appropriate investment and/or hedging strategies to support new product innovations
- Ensure that interest rate and other market-related risks are properly evaluated and ROI calculations are based on an amount of economic capital reflective of these risks
- Support the preparation of the VA financial reporting package in collaboration with internal stakeholders to provide commentary explaining results to senior management
- Assess and lead the development of reports on all information pertaining to VA economic liabilities and derivative assets on multiple reporting bases (e.g., Economic, US GAAP, IFRS)
- Support internal treasury initiatives
- 10+ years of relevant work experience with increasing responsibilities demonstrating an understanding of VA ALM concepts, financial markets, and a strong record of results
- Strong knowledge of derivatives structuring and pricing
- Life and annuity actuarial projection model development experience preferred
- Strong quantitative academic background and/or CFA; PhD in related discipline preferred
- Demonstrated ability to consider multiple views in making business decisions
- Excellent communication, interpersonal, and management skills with the ability to persuade, negotiate, and arbitrate to effect change and achieve desired results
- Proficient in MS Excel, Word, and PowerPoint
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Financial Analyst Team Lead Resume Examples & Samples
- Relevant undergraduate degree with 2:1 classification or above preferred
- Excellent analytical skills, with the ability to manipulate and interpret data and present findings in a concise manner
- Previous experience of managing a team
- Previous experience of working in a professional services environment in a global firm
- Experience of SAP
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Technology Financial Lead Resume Examples & Samples
- Technology Portfolio and project financials to approved budget
- Assist in Technology budget process and alignment with Financial Planning & Analysis protocols
- Evaluate current Portfolio and project spend to budget and provide recommendations
- Support Budgetary Transactions by supporting workflow form Purchase Order requests through authorization, delivery and submission
- Support the Finance departments month end close
- Evaluate Timecard compliance and be responsible for communication and attaining compliance
- Engage Suppliers for compliance to corporate standards
- Resolve Invoice discrepancies with Suppliers
- Process improvement and Excel workbook development
- Participate in Vendor contract engagements and partner with Procurement to ensure Technology Business requirements reflect appropriate scope to deliver upon objectives
- Manage project vendors and ensure vendor engagements meet contractual obligations
- BA/BS from top-tier institution and track record of strong academic performance
- Minimum of 5 years’ experience in Procurement and/or Financial management role
- Financial modeling capabilities
- Demonstrated leadership and project management skills in a team setting
- Ability to effectively and collaboratively deliver results in cross-functional teams
- Ability to plan ahead and anticipate potential problems and adapt nimbly
- Superior written and verbal communication skills, as well as presentation and facilitation skills
- Adept at working under pressure and with short time constraints and deliver under tight deadlines
- Able to listen and interpret requirements of internal customers and verify for accuracy
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Financial KPI, Lead Resume Examples & Samples
- Apply benchmarks / conduct market analysis of industry to establish benchmark comparisons for key set of identified KPI’s and leverage these benchmarks into targets/goals
- Develop, implement and deploy a global set of KPI’s and metrics that accurately articulate business performance for past, present and forecasted future business. KPI’s need to tie day to day operational performance back into financial P/L Management
- 10+ years of experience, specifically in financial services and/or business strategy and operations required
- MBA/MS Highly desired, Undergraduate degree or equivalent combination of education preferred
- Proven track record driving cross-organizational and functional strategic initiatives and executive-level stakeholders
- Strong record of success in development and implementation of global metrics that tie directly to the levers that impact P/L performance
- Strong acumen in business models, processes, finance, and technology (i.e., core business applications)
- Ability to manage consensus at various levels and cultivate strategic internal relationships across highly matrix-ed organization, while holding people accountable
- Show business maturity, have strong presence and possess excellent written and verbal communication skills
- Proficient with defining and querying data from multiple tables and source systems, as well as synthesize data analysis into clear concise communications and/or data visualizations
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Financial Services Channel Operations Team Lead Resume Examples & Samples
- Monitor cycle times to ensure financial contracts are booked into system of record, funded, and wired in a timely manner
- Hold team accountable by tracking KPI's and implementing action plans as needed
- Conduct weekly backlog reviews with team to improve cycle times and decrease aging
- Analyze backlog on a daily basis to drive originations
- Actively work with internal and external customers to answer inquiries relating to channel invoices, financial contracts, and recovery of executed documents
- Coordinate with cross functional teams as needed to resolve outstanding customer and partner issues
- Communicate updates, process, requirements and expectations to customers and partners as needed
- Become subject matter expert of originations system and overall business process
- Handle and resolve escalations
- Extensive knowledge of finance and leasing
- Understanding of the DFS channel, EMC and VMware business
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Financial Transactions A / P Team Lead Resume Examples & Samples
- Provide guidance and leadership to team members
- Lead special projects for various financial needs
- Make decisions in coordinator’s absence
- Backup peer team lead as needed
- Distribute and monitor workload throughout the team on a daily basis
- Monitor departmental calendar for staff workload planning
- Perform quality checks on AP processor’s transactions
- Prepare and monitor daily transactions reports
- Prepare and report weekly productivity and monthly incentive reports
- Monitor work to assure timeliness benchmarks are achieved
- Ability to process general ledger adjustments in ERP System and assist with month end reporting
- Process settlement runs, prepare AP deposit of refunds and approve and process AP void checks
- Research requests for adjustments, refund checks and vendor post office returns
- Monitor issues received in AP department’s mailbox
- Participate with testing and implementing new updates and functionality in ERP System
- Resolve work issues and problems within the team on a daily basis
- Establish departmental procedures and standards, securing coordinator approval
- Attend meetings that pertain to departmental issues, with or in absence of coordinator
- Participate in Disaster Recovery Planning
- Work with team members to improve flow of information between departments
- 4 years’ work experience in a corporate Accounts Payable function required
- Experience working in an ERP system required (Workday, SAP, PeopleSoft, JD Edwards, etc)
- Experience in the health insurance industry preferred
- Proficient with Microsoft Office (Outlook, Excel, Word). Excel testing required (Excel 2010 – Standard)
- Accurate 10-key / data entry proficiency. Data entry testing required (Data Entry – Numeric (F))
- Experience with Microsoft Access preferred
- Proven analytical skills
- Ability to prioritize work and meet reporting deadlines
- Proven leadership/training experience
- Ability to handle conflict situations in a professional manner
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Financial Technology Lead Developer Resume Examples & Samples
- Analysis, design, development, testing and integration of software solutions and components to enable and support the VA Hedging & ALM platform, including
- 6+ years of experience of progressively challenging experiences in system architecture, software design and development
- Good programming practices including source code documentation, source code analysis, test driven development, source code control, configuration management, regression testing and development tools
- Object-oriented analysis, design and programming; judicious use of language features; common design patterns and programming idioms; Effective C++
- Strong coding experience in C++, C# or Python. (All three will be important.)
- Desire and willingness to work with Microsoft technologies
- Commitment to the spirit and principles of Agile Software Development
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Financial Team Lead-prime Services Product Controller Resume Examples & Samples
- Working with the businesses and the new business product groups to evaluate & integrate new products and businesses into our financial environment in a controlled manner
- Profit & Loss Statement Validation and Analysis (including clean P&L), Journal Entry and Review
- Daily interaction and primary support for front office requests
- 2 - 4 years of financial service, banking or accounting experience
- Team player, dedicated, self-starter, who can be dynamic and see ideas through from start to finish
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EBS Functional Financial Lead Resume Examples & Samples
- Play a pivotal team leadership role to standardize, optimize, and extend the Oracle EBS software and sustain quality assurance practices
- Engage and build consensus among diverse groups of customers, business and IT leaders, finance and accounting practitioners, technical resources and peer supervisors across teams and organizations to support, identify, and recommend appropriate Oracle EBS solutions with competing business needs and priorities
- Participate in and lead Oracle EBS projects and process improvement efforts with multi-disciplinary teams ensuring alignment with BRC and IT strategic plans, policies, and procedures
- Provide Oracle EBS financial subject matter expertise for system change management and governance teams
- Organize and track progress for all Oracle EBS financial functional activities
- Are great people leaderswith experience to direct work, coach and supervise a diverse staff that focuses on engagement, good communication, open dialogue, and effective team building
- Have strong, hands-on experienceworking within Accounts Receivables, General Ledger, Cash Management, and Projects/Grants modules within Oracle EBS or comparable enterprise financial system such as PeopleSoft, JD Edwards, or SAP
- Have a demonstrated knowledge and backgroundworking with governmental financial processes and Generally Accepted Accounting Principles (GAAP)
- Have a backgrounddesigning, implementing and/or supporting enterprise financial applications such as Oracle EBS, PeopleSoft, JD Edwards, or SAP, including advanced experience with IT methodologies and best practices to configure, analyze, troubleshoot, test, and support enterprise financial systems resulting in improved and optimized business and system processes and efficiencies
- Possess strong ability to build trust and collaborative customer and peer relationships. Uses customer insights to drive and guide delivery of solutions, improvements and efficiencies. Navigate through and manage conflicting stakeholder perspectives and priorities
- Have a background in agile software development practices, quality assurance, and business process re-engineering; and have applied lean methodologies for continuous improvement
- Loves team work!
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Financial Services, Team Lead Resume Examples & Samples
- A minimum of four years' experience in Financial Aid preferred
- Be in good standing with the Department of Education; No loans in default
- Ability to make good decisions based on experience with federal processes
- Strong interpersonal communication skills required with an emphasis on problem solving and the ability to advise and make recommendations in an effective manner
- Ability to take initiative on projects with little direction or support from supervisor
- Must be well connected and able to coordinate with the team, product teams and application cross-functional groups
- Strong knowledge of the Financial Aid programs, including DOE Regulations
- Experience with WGU systems including Banner, SalesForce, and OnBase
- Experience with Microsoft Office and Windows OS, Word and Excel
- Team Leadership Experience
- Strong Oral and Written Communication Skills
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Site Financial Lead Resume Examples & Samples
- Bachelor degree in Finance/Accounting
- At least 7 years of experience in financial controlling, costing, and/or financial planning and reporting
- Pharmaceuticals experience is a plus
- Excellent command of English language (Minimum score of B2 in English test)
- Have minimum PDP rating of Strong for last year
- Provide leadership and opinion to site director and SLT by proactively identifying opportunities and raising challenges to meet business objectives and mitigate risks on the Secondary business units
- Accountable for risk identification and maintaining strong financial governance
- Ensure delivery to challenging financial targets by close financial management. Drive and support strategic transformation goals for site including embedding productivity improvements and a lean culture to deliver cost reduction & working capital initiatives
- Proven comprehension of the supply chain management model and value stream thinking to ensure a holistic business perspective
- Proactively identify business opportunities and be capable of effectively assessing and proposing valid options to management, including strategic analysis on internal and external benchmark data
- Champion simplification projects and implementation of best practices
- Support and assess capital investments, business development, due diligence, third-party deals, partnerships, business evaluation proposals. Drive focus and clarity on cost/benefit robustness and delivery of assumptions
- Manage monthly reporting, budgets, plans and forecasts and provide commentary on key variances/business drivers and any actions required.
- Responsible for quarterly judgment report decision making and year-end management certification, evaluation (not reporting), and nonstandard financial analysis and management reporting
- Manage corporate approvals (e.g, appropriate tax and transfer pricing, compliance with corporate development, investment authorization and treasury requirements)
- Support implementation of working capital, treasury and tax strategies in consultation with Corporate and COE
- Build capabilities across business partner team and develop key talent for succession
- Take joint responsibility and accountability for decisions concerning overall business and be first point of contact for business colleagues with all financial issues
- Degree of change & uncertainty; high level of influencing required in a matrix environment
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Financial Forecasting Lead Resume Examples & Samples
- 5+ years of experience with financial model execution and oversight
- Experience with modeling to both oversee scenario modeling and teach junior staff when required
- Knowledge of 3 core financial statements, including income statement, balance sheet, and cash flow statement and the linkages between them required
- Ability to efficiently and effectively communicate financial information both orally and visually, compiling Excel outputs and PowerPoint presentations to effectively convey financial insights or trends
- Ability to display an exceptional attention to detail
- Experience with investment banking preferred
- Experience with government services preferred
- Possession of excellent problem solving and analytical skills
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Financial Lead-gigafactory Resume Examples & Samples
- This role will be the lead finance business partner for all teams at Gigafactory 2 in Buffalo, NY, providing analytical support and financial insights to stakeholders across the organization
- Work closely with Gigafactory 2 construction, engineering, procurement, and operations teams to create and maintain all aspects of the Solar Roof manufacturing forecast
- Perform rigorous analyses on historical and projected financial performance
- Create financial analyses to drive strategic decision-making on manufacturing scope, capacity, location, and automation
- Provide strategic insights, hypotheses, and conclusions based upon this analysis and present to company executives
- Manage all financial reporting processes for capital investment, labor efficiency, and production costs related to the Solar Roof
- Collaborate with other members of the Tesla Finance team to forecast and improve overall product cost and profitability
- 2+ years of work experience in a fast-paced environment
- Finance, Accounting, or Business degree and/or equivalent experience
- Evidence of exceptional ability
- Demonstrated success working in an ambiguous environment and driving positive change
- Highly collaborative, team-oriented, and comfortable leading cross-functional projects to drive change
- Strong written and verbal communication skills, particularly with senior leadership
- A passion for accelerating the world’s transition to sustainable energy
- Ability to read and interpret financial statements
