Financial Operations Resume Samples

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Z Mayert

Zane

Mayert

683 Lucile Center

Philadelphia

+1 (555) 916 7852

683 Lucile Center

Philadelphia

Phone

p +1 (555) 916 7852

Experience Experience

New York, NY

Financial Operations Specialist

New York, NY

Abshire and Sons

New York, NY

Financial Operations Specialist

May provide informal assistance such as technical guidance and/or training to coworkers
Create and post work order billings, adjustments, write offs and ensure proper approval back up within SLA
Make recommendations for streamlining processes and highlight opportunities for improvements
Provides advanced operational and technical expertise to coordinate workflow
Invoice management – Daily scanning of invoices to offshore site and perform filing onsite
Address inquiries from property/fund controllers, property manager office, asset manager, etc. regarding open AR issues
Performing process tasks in the area of Finance Compensation

New York, NY

Director, Financial Operations

New York, NY

Rutherford LLC

New York, NY

Director, Financial Operations

Directs training and education to Managers on metrics and tools to improve financial performance
Prepare budgets and schedules for all contract work and provide financial analysis such as funding profiles, sales outlook, program cash position, and variance
Establish key performance metrics and milestones
Review current processes and workflows and make changes for more productive results as well as strengthen the control environment
Maintain and report performance data to division and sector management team, and the customer
Evaluates actual results against expected performance and communicates areas for improvement
Work closely with accounting to share business insights and ensure proper accounting treatment

present

San Francisco, CA

Director of Financial Operations

San Francisco, CA

Kuhlman-Blanda

present

San Francisco, CA

Director of Financial Operations

present

Trending Reports
Division Budget preparation
Provide routine reporting, data and analysis to Harvard departments outside of OTD
Routinely interface with licensees, inventors, department heads, OTD staff and commercial partners about open items or issues related to the financial administration and compliance of agreement obligations
Assist in monitoring the financial and reporting obligations related to industry sponsored research agreements
Responsible for the completion of all financial reporting in the Division. These items include Run Rate Analysis, Mid-month Projection, Flash, and special request items from different areas of the corporation
Responsible for going onsite to complete and/or assist a hospital with month-end close

Education Education

Bachelor’s Degree in Business

West Virginia University

Bachelor’s Degree in Business

Skills Skills

Basic knowledge in the field of financial markets and accountancy
Attention to detail
Advanced organizational skills, attention to detail
High level of Excel proficiency
Intermediate knowledge of computer software and hardware (i.e. Microsoft Office Suite Products)
A seasoned, experienced professional with a full understanding of area of specialization; resolves a wide range of issues in creative ways
Ability to organize and manage projects
Strong negotiation, facilitation, and presentation skills
Strong interpersonal, oral, and written communication skills
Ability to work in multiple accounting software applications

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15 Financial Operations resume templates

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Financial Operations, VP-ccb Branch P&L Resume Examples & Samples

Participate to the monthly and annual baseline releases of the Branch P&L, which includes directing discussions with the technology support groups and working with partners to prioritize enhancements, develop scope and project plans, validate results and resolve issues
Lead project teams in the creation and implementation of new business requirements, new features and/or processes designed to support overall business objectives
Identify opportunities to simplify and improve the quality, content and format of the Branch P&L reports and tool; includes proactive interaction with other areas (e.g., Sales, Metrics & Insights, Incentives, Technology, Training) to determine business needs, build requirements and implement solutions into the monthly P&L process
Analyze, identify and communicate key drivers of performance including significant monthly variances in business performance
Interact with senior management by performing ad-hoc analysis, creating presentation materials and executing requests that support Retail Banking objectives and strategies
Interact with Senior Field management (Market and Region Managers)
Direct involvement in annual baseline process including coordination of business rule changes with Field Executive Management. Critical thinking around aligning new P&L rules to business initiatives and changes in the incentive structure and branch operating environment a must
Participate to weekly team staff meetings
Decision field exception requests
Review and respond to website feedback, comments and questions
Strong Leader who is capable overseeing the work prioritization and development initiatives of 2 technology teams, managing website content and development as well as the change agenda for branches and field management
Bachelor’s degree in business, finance, MIS or an applicable discipline. MBA preferred
7+ years work experience in Finance, Technology/Operations, Management reporting along with project management experience
Ability to command respect with all levels and to influence others outside direct reporting structure
Strong working understanding of balance sheet and income statement components and how they drive financial results
Technical background with experience in management reporting
Strong analytic and communication skills (both written and oral),
Organized self-starter with ability to effectively operate in a team environment
Ability to rapidly transition from conceptual to practical application

Financial Operations Associate Resume Examples & Samples

Strong aptitude for computer systems is required. Any experience with systems automation or integration would be a plus
Positive attitude and willingness to go above and beyond in providing customer service to associates within the firm
The ability to manage multiple tasks and maintain the necessary attention to detail in a fast-paced environment
Ability to organize time and perform tasks with minimal direction. Must take ownership of assigned tasks and show initiative in identifying opportunities for positive change in the department
Deadline oriented

Financial Operations Specialist Resume Examples & Samples

Performing process tasks in the area of Finance Compensation
Providing reconciliation of P&L and BS accounts
Preparing and booking accruals
Preparing monthly reporting and analysis package
Ensuring all clients are serviced to the highest level, especially during the month end close periods

Financial Operations Specialist Resume Examples & Samples

Process and perform quality review on employee reimbursement, corporate card claims, urgent payment request
Invoice management – Daily scanning of invoices to offshore site and perform filing onsite
Perform daily journal posting, payment review, daily and monthly reconciliation
Timely execution of weekly Payment Run
Attend to queries from Business, follow through in a timely and professional manner
On-going knowledge sharing with offshore team
Prepare regular/adhoc documentation, management statistics and reports
Weekly bank statement extraction
Monthly Hard Cost Transfer and Hard Revenue Transfer settlement postings
Attend to auditors' queries and provide supporting documentation
Daily and adhoc filing and archival of documentation
Participation for adhoc Finance initiatives
Backup for teammate
Dregree graduate in Finance/Accounting/Banking with 2 to 5 years of Accounts Payables or Finance or Banking Operations experience
Solid accounting knowledge and well versed in Debit/Credit entries
Committed, mature, independent, team player
Proficient in MS Office (Excel & Powerpoint) and SAP AP Module
Candidate currently pursuing ACCA will also be considered
Ability to join within a short notice or immediate is highly preferred

Financial Operations & Risk Analyst Resume Examples & Samples

Strong Financial analysis and reporting skills
Strong written communication abilities
Very high attention to detail
Strong abilities with Excel and MS suite of products
Knowledge of BMO financial processes and systems a strong asset
Knowledge of Info Security best practices and internal control systems
Knowledge of operational risk and controls and ability to apply this knowledge to design processes
Ability to prioritize and manage multiple priorities
Ability to lead small operational projects
Knowledge of project and change management also an asset

Financial Operations Coordinator Resume Examples & Samples

3+ years of Accounts Payable or similar Accounting experience
Experience with Global Accounts Payable / Accounts Receivable invoicing
Expert understanding of accruals, cut-off and GAAP or IFRS as it relates to the AP function
Working knowledge of a major General Ledger System
SAPbyDesign experience
International Payment and Statutory experience
Payroll experience

Financial Operations Specialist Resume Examples & Samples

Supporting the process of Finance Compensation area with regards to Annual and Deferred Bonus Accruals, Bonus Audits, Trust Reporting, Pensions
Taking ownership of preparation and booking of accruals
Reconciliation of Profit & Loss and Balance Sheet accounts
Working with global UBS locations to ensure correct data is sourced
Responding to location queries and resolution of any issues raised
Reporting on process performance as required
Ensuring risks and issues in processes are identified, reported and escalated as required
Suggesting process improvements to ensure an efficient and effective process
Ensuring processes are consistent and in line with centralised model
Preparing and updating standard operating procedures

Financial Operations Graduate Resume Examples & Samples

Interest in the area of capital markets and knowledge in this regard,
Analytical skills,
Ability to work under time pressure and prioritize tasks,
Good knowledge of Microsoft Office, especially Excel (Access and VBA would be a benefit),
Teamwork skills,
Desire to develop among organization structures,
Good/very good command of English

Mortgage Banking Financial Operations Specialist Resume Examples & Samples

High School Diploma required or the equivalent. College Degree Preferred
Minimum 1 year of Closing, Mortgage Processing, and/or Underwriting Assistance, preferred
Loss mitigation and/or default experience preferredMinimum 6 months of data entry experience strongly preferred

Financial Operations Lender Services & Exposure Management Resume Examples & Samples

Flexibility with regards to hours worked
A good approach to change management on account of the team's continual growth and development
Strong communication skills as you will be expected to develop relationships with clients
Fast learner
An understanding of escalation
A desire to question existing procedures and continually seek to improve processes
A desire to go above and beyond daily responsibilities and seek to problem solve
Risk management skills
Ability to work across silos where required
Initiative

Financial Operations Associate, Home Resume Examples & Samples

Generate weekly and monthly business reviews (business actuals, annual comparisons)
Assist with forecasting and strategic planning initiatives
Partner with Home Finance during month end close (SAP interface, journal entries, accruals, etc)
Monitor Inventory Levels (receiving inventory orders, execute and reconcile inventory)
Maintain accounts payable for both NY and Personals (run invoices, reconcile credits)
Update POS catalogs as needed
Partner with Sr. Director on customized reports as needed
Monthly, quarterly, and annual sales margin analysis reporting
Monthly calculation of SIP Commissions
Sample sale reconciliation support (twice yearly)

Financial Operations Specialist Resume Examples & Samples

EPOS set up functions: Set up new client accounts including user profiles, catalog management, site configuration, membership dues and sales tax. Monitor activity and support user questions and requests on a daily basis
EPOS Training: conduct live conference call training, develop and maintain on-line training, provide customer service for daily changes to catalog, pricing and users
Perform daily/monthly activities to support ePOS
Cash Application: daily cash receipts entries into Sage 100 based on bank reports
Collaborate on PCI Compliance project
Daily bank reconciliations for cash flow purposes
Other duties as needed/assigned
Associate's degree or higher or the equivalent level of experience required
2 years of experience working in AP/AR strongly preferred

Team Lead, Financial Operations Resume Examples & Samples

Leadership and development of a team of 1-2 associates
Participate in and oversee systems testing for new marketing initiatives (such as new product or fund additions) as they relate to our Pricing and Trading processes. This includes checking the setup of new codes in our UVT System, verifying inbound and outbound test feeds and performing mock operational cycles
System maintenance such as performing unit value corrections and updating funds due to name changes
Research and resolve issues to ensure unit values are correct and Separate Account assets are aligned with Contract Holder Liabilities
Confirm trades, cash settlements and complete and/or review daily reconciliations
Perform and oversee month-end close responsibilities. This entails ensuring the production and accuracy of all reports, preparing proofs and reconciliations and distributing asset and contract holder activity information to our internal customers
Perform and oversee year-end close responsibilities. Prepare prospectus data for our registered Variable Annuities Products. Includes making changes based on auditors' comments and reviewing filings after receipt from our printing company
Various ad-hoc requests for data residing in our UVT System
Financial accounting, regulatory reporting and or accounting standards/policy. Produce timely, accurate and reliable financial information
Day-to-day focus is on resolution of complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes
Role at this level usually has full ownership for one or more processes, reports, procedures or products, and may also be considered analytical or procedural experts representing a unit or team on cross-function process or project deliverables
May supervise day-to-day work of junior level employees, but will not typically have formal management role
Roles at this level typically require an individual emerging as an expert in a specific skill set, business area or product but who remain focused primarily on daily execution
For US employees, this job is exempt and therefore not eligible for overtime
Ability to demonstrate a high degree of initiative
Managerial experience not required, but preferred

Assistant Director of Financial Operations Resume Examples & Samples

Oversee preparation and consolidation of school or unit budgets consistent with Institute policy; administer budget amendment process
Supervise the proper recording of financial transactions
Direct the preparation of financial reports and statements on both a regular scheduled and ad hoc basis
Advise management regarding the school or unit's financial status; make recommendations as appropriate
May supervise school unit administrative functions such as human resources, purchasing, etc
Plan and direct subordinate work activities; evaluate, document and provide feedback relative to individual performance
Perform other related duties as assigned
Education:Bachelor's degree in Accounting, Business or Finance or equivalent combination of education and experience
Work Experience:Six to eight years job related experience
Certifications:N/A
Skills:This job requires knowledge of accounting principles and practices as applied within a university academic, research or business unit. Also included are skills in use of related computer applications as well as supervisory, communications and analytical skills
Preferred Education:Master of Business Administration (MBA) degree

Engagement Principal, Financial Operations Resume Examples & Samples

Ascertains that company assets are properly accounted for and are adequately safeguarded from loss
Determines that accounting records are adequate, reliable and properly reflect the transactions of the organization
Measures and evaluates the effectiveness of financial and operational internal control systems
Conducts special studies of specific operations requiring the development of data, interpretation of intangible or unusual factors, summarization of findings and presentation of recommendations and suggestions
At least 8 years progressively responsible experience. To include either
Knowledge of Comcast operations or
Combination of public accounting and/or internal audit experience
Industry experience (cable, telecom, entertainment) a plus
Advanced degree (e.g. Masters Degree) a plus
Comfortable with the use of data analytics (e.g., ACL, SQL)

Caat, Financial Operations Co-op Resume Examples & Samples

Mentoring from fellow colleagues through the Empowering Future Leaders Program (EFLP) to help you navigate your experience, provide coaching, and expand your professional network
Operate with a team in conducting, planning, and completion of on-site operational and financial engagements at the corporate, divisional, regional, and local level across Cable and NBCUniversal
Participate in meetings with CAAT (Internal Audit) and Company management to assess risks across a variety of business financial and operational processes
Assist in the creation and communication of audit and advisory recommendations
Apply appropriate audit procedures to the areas reviewed to ensure that key controls are tested and all significant risks are addressed
Prepare clear and well-organized audit or advisory documentation that appropriately represents the work performed and assist in the creation and communication of engagement specific recommendations
Develop formal audit reports and presentations for distribution to executive management and senior company leaders or board members
Currently pursuing a Bachelor's degree from a United States-based college or university that has a 6 month Cooperative learning track (Sophomores, Pre-Juniors & Juniors preferred)
Major: Accounting, Finance, Economics, Business Administration
Minimum 3.4 GPA
Able to work effectively both independently and within a team environment
Strong interpersonal skills (inquisitive, extroverted, able to connect or relate with others)
Clear, articulate oral and written communication skills
Ability to work on a team

Financial Operations Technical Leader Resume Examples & Samples

Manage the team in charge of boutiques’ accountancy records
Ensure the billing of all boutiques
Manage and analyse monthly financial reports
Establish a close relationship with IT department to resolve company’s trade policies issues
Deal with the commercial team in analysing and measuring marketing campaigns’ impactfrom a financial perspective
Be the pivot between boutiques and account management team concerning to financial matters
Graduation in Economics or Management
Minimum of 3 years of professional experience in financial analysis and accountancy
Commercial experience (online or offline) ideally from a retail, brand or wholesale environment – fashion and luxury contact is a plus
Experience onmanaging small teams
Clients-orientationattitude
Ability to easily build relationships with the different players of the business
Fluency in English, both written and spoken (fluency in Italian is a plus)
Good knowledge of Microsoft Office, mainly Excel (pivots) and use of data tools to obtain and/or assess analytical information
Must be well organized and proactive, with the ability to handle multiple tasks at a fast pace
Excellent sense of prioritization and timing
International experience is highly desirable

Financial Operations Team Leader Resume Examples & Samples

Timely and consistent with the applicable rules verify of the correctness of the unit valuation of asset management company,
Ensure full and proper identify of risks in the subordinate control processes / areas
Provide the highest quality, performance of the current process and procedure in compliance with regulatory requirements and the rules and policies of Citi
Ensure effective cooperate with other units of the bank
Prepare reports and statistics on both the client's needs, the team and the department,
Active participate in the preparations for internal and external audits,
Continued support Team Leader in the field of its activities and as well as the responsibilities of the Team Leader during her/his absence,
Implement and active coordinate the process to adopt new customers / processes / solutions in a team / department

Assistant Director of Financial Operations Resume Examples & Samples

Certifications: N/A
Preferred Education:Master's of Business Administration
Preferred Work Experience: 10 years of job related experience. Strong experience with business productivity tools and methods. Supervisory experience
Preferred Certifications:Certified Public Accountant (CPA)
Management of internal budgets, resource planning, and backlog
Communication and reporting of business activity to senior leadership
Preparation of budget and expense analyses and reports
Manage internal business processes and fiscal deadlines
Revenue forecasting (business and service center operations)
Manage purchasing, receiving, and logistical operations
Project and budget setup and maintenance
Cost Transfers
Manage time & expense processes
Audit and Financial approval of travel and expense reimbursement requests
Manage compliance of business transactions/operations with Corporate/Institute P&P and federal regulations
Customer Deliverables Management
Oversight of staff operations (directly and/or indirectly)
POC for all laboratory business operations

Financial Operations Senior Products Analyst Resume Examples & Samples

Proficiency in Oracle GL & SQL
Certified Public Accountant License
Master's in Business Administration

CRS Financial Operations Head Resume Examples & Samples

Directly manage a growing team of currently 11 supporting the financial operations and vendor management activities of CRS EMEA
CRS EMEA vendor management activities and lease related maintenance activities are performed by the team in a timely and error free manner
Manage the lease admin team ensuring all CRS lease invoices are paid (and accounted for), CRS EMEA related financial journals are posted to include
6-8+ years of working experience
Minimum 2-3 years of experience in managing teams
Good IT background in areas such as MS Office, SharePoint, etc. Confident working with large datasets
Working with remote teams would be an advantage
Experience of working in international environment
Knowledge of real estate industry. (preferable not necessary)
Knowledge of Citigroup businesses and controls. (preferable not necessary)
Strong command of English, both spoken and written
Strong and proven analytical skills
Strong leadership & people management skills
Strong negotiating, strategic planning, and communications skills
Diplomatic skills
Strong project management and control techniques
Demonstrated ability to build high performing teams

Engagement Principal, Financial Operations Resume Examples & Samples

The Engagement Principal (Director-level), Financial Operations manages engagements across all aspects of CAAT's Cable Center of Excellence
Accountable for audit plan execution by managing staff during operational, financial and regulatory engagements of varying complexity and scope. Ensures all engagements are properly planned, staffed, performed and completed timely. Provides management oversight, training, review and technical guidance to the staff. Out-of-town travel approximately 50%
Demonstrates high quality verbal and written communication. Deals regularly with all levels of Company management throughout the engagements. Keeps CAAT and client Management informed of engagement status and important issues as they arise. Presents engagement findings in a persuasive and confident manner; evaluates the extent of mitigating or compensating controls. Writes clear, concise, and meaningful engagement reports and issue summaries
Stays current on changing rules and regulations both in the industry and profession. Identifies and communicates leading practices
Provides timely performance feedback to engagement team members. Serves as a mentor to staff. Provides coaching, guidance and development to engagement team members and direct reports
Actively participates in Comcast and other external community activities / service
Knowledge of Comcast operations or combination of public accounting and/or internal audit experience
CPA or other certification preferred
Proficient in use of Microsoft Office suite (e.g., Excel, PowerPoint, Visio)
Demonstrated team management experience
Demonstrated ability to work in a complex, dynamic, and fast-paced environment with strong inherent project execution skills, including: prioritizing tasks, balancing workload between multiple projects, anticipating next steps, adapting to changing situations and project scope
Strong interpersonal skills required, including: written and verbal communications, willingness to assist in areas outside of direct assignments when necessary, and commitment to self-improvement and completion of team objectives
Strong executive presence and demonstrated ability to develop and maintain executive relationships

Director of Financial Operations Resume Examples & Samples

5+ years of management experience running a large team in an Operations leadership role, including hiring, motivating, coaching, counseling, and training
Master’s Degree in Business, Management, Finance or related field
Experience with Budgeting / Forecasting / Planning, Financial / Variance Analysis, Internal / Management Reporting, and Monthly Profit & Loss
Previous Operations experience
Strong planning and forecasting background
SQL Data Querying skills

Financial Operations Lead-credit Resume Examples & Samples

Direct performance and review of credit inquiries, recommending/granting credit limit assignments, accounts receivable aging analysis, cash receipt forecasting, and other special projects
Evaluate specific credit needs and credit risk factors for each account
Perform analysis of financial statements of customers as required
Support the Sales team by actively seeking and developing partnership, understanding the business requirements and ensuring communication is maintained at the highest standards
Effectively manage credit-related support requests and escalations
Monitor and manage the automated approval workflow up to a designated credit authority
Provide training for internal Sales / Sales Ops team on invoiced revenue and credit establishment processes
Lead training for new hires and refresher training as needed
Promoting customer goodwill through professional credit management and relationship building
Maintain key process for support teams
Manage tasks for process improvements as needed
Manage credit reporting
Support key control and audit compliance activities in relation to the credit function, while ensuring integrity and compliance at all times
B.S. ideally in Finance or Accounting
Organized, detail-oriented, and ability to multi-task with limited supervision
5+ years of Commercial Credit management experience, preferably in a multinational company
Excellent communication, negotiation and public speaking skills
Team player who creates synergy within the group
Ability to thrive under pressure in order to meet deadlines
Experience with outsource providers a plus
Strong analytic, problem-solving and root cause analysis abilities, with statistical analysis foundation a plus
Experience with Oracle/Salesforce/Systems implementations
Self-Motivated and Resourceful

Financial Operations, PP Analyst Resume Examples & Samples

Provide full end-to-end P2P process support for one or more fast-growing businesses within the internal Facebook community
Work closely with key business partners to identify areas for improvement and customer-specific solutions
Provide exceptional service to the business by offering timely solutions and ensuring continuity of business
Drive metrics and identify areas of opportunity for automation and process improvement
Perform analytics on cause and effect, and recommend and implement solutions
Monitor performance of, and lead recurring review meetings with, key business partners on the health of their P2P business
Keep internal web pages up to date with training documents and relevant information
5+ years of Global P2P finance experience
Strong team player with good interpersonal skills, with a track record of successfully working with cross-functional business stakeholders
Experience with global P2P processes and regional regulatory requirements
Strong analytical skills and proficiency with Microsoft Office applications including Excel
Experience with Oracle R12 Financials a plus
BA/BS in Business, Finance, or other related field required

Financial Operations PP Analyst Resume Examples & Samples

Research, analyze, coordinate, and respond to incoming inquiries regarding status of invoices and payments
Understand the full P2P cycle to quickly identify the source of problems
Effectively work and communicate across multiple organizations and levels, spread throughout geographical locations
Be a point of contact to address internal and external escalations throughout the entire P2P cycle
Investigate, assist, and resolve supplier invoice and payment holds
Assist in special projects and other duties as assigned
BA/BS degree in business, supply chain, procurement, finance, or management preferred
2+ years of procure to pay or accounting experience desired
Self-starter with superb attention to detail
Experience with Microsoft Office applications including Excel
Experience with Oracle R12 Financials and case management solutions a plus

Financial Operations Resume Examples & Samples

Drafts and reviews monthly invoicing for account, including oversight of detailed Activity Reports accompanying each invoice; coordination with Ogilvy Finance team in billing preparation; and finalizing all invoices so that client deadlines are met. Individual will be part of the Health & Medical Group (HMG), but will serve as a bridge between HMG and the Finance Team
Because role requires direct contact with the client, he/she will need to develop an understanding of the account needs and client’s communication and business preferences
Maintains and updates account SOWs; works in client’s account system to update as needed
Responsible for validating and processing all billing and discrepancy requests in a timely fashion and according to established client and internal policies
Develops internal monthly projections for client budgets, while ensuring all team members are 100 percent billable
Responsible for accurately monitoring individual account team’s budgets on a monthly basis and providing updates to teams on how account is tracking
Follows billing procedures and adheres to company policies. Suggests changes in policies and procedures for purposes of improving the responsiveness and efficiency of the department and/or the company
Vigilant in identifying problems of all types. When a problem is identified beyond the scope of his or her functions, such information must be immediately communicated to Account Manager
Administrative department assistance as needed (i.e. team meeting scheduling and preparation, etc.)
Ad hoc project assistance on account work (writing, presentations, research)

Assistant VP for Financial Operations Resume Examples & Samples

Ensuring that key business functions, (including Payroll, Accounts Payable, Travel Reimbursements, Cash Advances, Student Accounting, and Collections) are managed effectively and that a high level of customer service is provided to meet the business needs of the university community
Ensuring that the university consistently meets or exceeds state management standards in the assigned areas of responsibility. Advising the CFO on regulatory issues impacting the university’s financial operations
Overseeing the preparation of the university’s consolidated annual financial statements including affiliated foundations and other entities reporting to the W&M Board of Visitors
Managing the annual audit process with the Auditor of Public Accounts and other audits as requested or required by governmental agencies
Significant and progressively responsible experience at an institution of higher education in accounting, financial operations or a related field
Detailed experience with complex financial and administrative enterprise resource systems
Experience working with Banner enterprise resource systems
Extensive experience in a management position at an institution of higher education in accounting or financial operations is highly desirable

Financial Operations Coordinator Resume Examples & Samples

Ensure timely receipt and accurate processing of fueling information for assigned locations, including adhoc, diversion or maintenance flights
Responsible for meeting and staying well within established deadlines. A high degree of accuracy is expected and required. Process bulk fuel deliveries where applicable
In locations where customer holds inventory, maintain accurate inventory balances and match all levels against third party statements
Research and resolve potential discrepancies in a timely manner
Interact in a professional manner on a daily basis with business partners, such as fueling agents, tank farm personnel and suppliers via telephone and/or email to obtain required information or resolve disputes
Escalate issues to Supervisor and/or Manager in a timely manner, providing appropriate documentation and detailed information for quick and accurate resolution
Review and approve vendor invoices, allowing sufficient time for internal processing well within set payment terms
Properly research cause of vendor discrepancies prior to initiating external dispute process. Inform Management if discrepancy is a result of an internal data issue, so corrective action is initiated and repetitive instances are prevented
Provide Supervisor and/or Manager with requested documentation in order to respond to any customer inquiry, dispute and/or request in a timely manner. Documentation in support of a credit and/or rebill should conform to internal guidelines set forth by Auditing
Compile all fuel documents and print consolidated barcode forms to ensure imaging department can archive the data correctly. All data must be immediately available on demand during audits, either internal or external by the customer

Director, Financial Operations Resume Examples & Samples

The position has to take actions on recognizing issues within the department, functional interdependencies and cross political silos
Given the broad departmental-wide view and being the maintainer of the SOPs for Land FinOps this role has the latitude to interpret and establish a precedent or policy (but only upon the approval/signature of the VP Financial Operations and SVP Finance Land)
Project and Process Management, and/or
International Relations

Financial Operations Coordinator Resume Examples & Samples

Determine differences between types of supplier invoices and billing documents. Analyze critical information on documents and process accordingly using correct method in system
Data entry of accounts payable invoices from suppliers and any source documents received for billing purposes
Validate SO/BSA/Trip setup information in system to determine if invoice is valid
Identification and escalation of issues regarding billing and payment discrepancies to Senior Financial Operations Coordinator or Manager of Financial Operations
Adjust supplier invoice discrepancies selecting appropriate financial treatment
Follow document management procedures as outlined by the Imaging Department
Responsible for expediting information from suppliers for timely billing
Responsible for conducting monthly vendor reconciliation to ensure all invoices have been processed and follow-up on vendor disputes
2 years experience in Accounting, Billing or Receivables

Entry Level Financial Operations Specialist Resume Examples & Samples

Managing clients’ middle and back office support services
Providing ongoing and daily operations support to client(s) across all aspects of the post trade lifecycle – trade support, settlements, collateral management, reconciliations and documentation services
Completing daily, weekly and monthly assigned tasks and reviewing other deliverables
Globally interacting with the greater OTC Derivatives, Fund Accounting, Operations and Valuation departments
Building and maintaining strong client and counterparty/prime broker relationships
Co-Managing and coordinating client due diligence meetings as needed
Assisting in the exception documentation and gap analysis process
Participating in testing new functionality for technology projects
Working with the Sales & Marketing team to support conference needs, event planning and email campaigns
Bachelors degree in Business, Finance, Accounting, Computer Science, or related field
Experience working in the financial services industry a plus
Knowledge of Fixed income and FX products a plus
OTC derivative products knowledge a strong plus
Project Management methodology and best practices a plus
Experience with documenting business processes and workflows preferred
Excellent communication skills particularly in a client facing environment
Ability to work well independently
Ability to work across multiple geographic regions
Ability to work under pressure and manage tight deadlines

Financial Operations Associate Resume Examples & Samples

Execute and monitor daily/weekly operational processes to ensure program integrity. This includes system job management, output review and analysis
Work with cross functional teams to ensure timely reconciliation and resolution of participant related issues
Deliver ongoing maintenance and monitor participants progress in rolled out Professional Management plans ensuring that strict customer service requirements are met
Provide a support the incoming and outgoing enrollment mail process
Ability to confidently communicate with both internal and external partners
Track and resolve any issues or errors identified through exceptions management
Measure and monitor operational processes to ensure superior quality
Assist in documentation of assigned responsibilities that will result in superior client service, minimal risk exposure and clean regulatory audits
Focused on teamwork, values, open communication, collaborative problem resolution and a strong sense of urgency to resolve client issues
Able to observe current processes and provide suggestions for how associated tools and processes should be enhanced
Proven ability to work with cross-functional teams, collaborating with internal and external business partners to deliver high quality results
Demonstrates consistent success in delivering impeccable customer service
Must thrive in a fast paced environment
Critical sense of detail, accountability and the ability to prioritize urgency and appropriate escalation
Strong written and verbal communication skills for working with business partners, management and regulatory bodies
Focused analytical skills geared towards critical problem detection, analysis and resolution
Moderate MS Office skills are required with heavy Excel experience
Bachelor's degree preferred or 2 - 4 years of financial services experience preferred

Financial Operations Associate Resume Examples & Samples

Participate in systems testing for new marketing initiatives (such as new product or fund additions) as they relate to our Pricing and Trading processes. This includes checking the setup of new codes on our UVT System, verifying inbound and outbound test feeds and performing mock operational cycles
Perform year-end close responsibilities. Prepare prospectus data for our registered Variable Annuities Products. Includes making changes based on auditors' comments and reviewing filings after receipt from our printing company
Participate in various projects related to process efficiencies and improvements
Proficient with Microsoft Excel - prior experience with Macros and Lookups is desired
Overtime is required during peak reporting periods and for operations related initiatives or issues

Director of Financial Operations Resume Examples & Samples

Manage, forecast, track and budget the OTD financial patent activity and all associated accounts payable; analyze patent costs and provide data to the Director of IP to determine if OTD is getting the best value from the patent firms with which we work; potentially, involved in negotiating competitive fee arrangements with patent firms and alert the Director when firms are not living up to obligations
Manage the financial obligations of all licensing agreements, including accounts receivable (e.g., patent reimbursements, royalty and equity receipts), distributions and collections; reviewing agreements, understanding the University’s IP Policy, and specific distribution mandates; work with directors to administer the distribution of royalty income; analyze sales and royalty reports
Routinely interface with licensees, inventors, department heads, OTD staff and commercial partners about open items or issues related to the financial administration and compliance of agreement obligations
Assist in monitoring the financial and reporting obligations related to industry sponsored research agreements
Acts as the primary liaison on these matters between OTD and Harvard’s Controller’s Office, Finance and Administration Office, and Office of Financial Strategy and Planning
Provide routine reporting, data and analysis to Harvard departments outside of OTD
Work with CTDO to develop in-house financial policies and procedures in accordance with Harvard’s financial policies in the office
Conceptualize and create complex and diversified sets of management reports
Conduct business analysis as needed, specify solutions and oversee effective implementation of new systems; evaluate and find ways to improve the technology supporting the financial and business operations of OTD as well the management reporting tools used in OTD decision making activities
Knowledge of technology transfer including interplay of intellectual property, licensing agreements, royalty distributions and internal policies in a non‐profit, preferably a university (strongly preferred)
Working knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles; additional credentials such as a CPA and/or CMA are valued
Facility with computer systems and software; experience establishing, improving, and maintaining team workflows, a plus
Advanced analytical and strong modeling skills with the ability to analyze financial data and prepare financial reports, statements and projections for management
Demonstrated knowledge of accounting systems and their technology; strong desire to evolve and transition current legacy system to GAAP system within budgetary restraints
Exceptional analytical and organizational skills
Strong interpersonal leadership, excellent verbal and written communication skills
Innate penchant for figures and data interpretation
Capability to be an effective manager within a fast-paced, complex office environment that has a myriad of stakeholders, competing internal demands and complex business relationships; must be flexible, responsive, and comfortable with ambiguity
Strong interest in understanding, mastering and assessing current data systems, with the intention of determining the best way to input, analyze and store OTD data

Financial Operations Specialist Resume Examples & Samples

Decide whether or not to release new orders for shipment up to $10,000 based on specific credit risk evaluation. Make recommendation to Financial Operations Manager- AR for any order over $10,000. Deal directly with the account and Sales Associates to resolve obstacles potentially leading to the withholding of orders
Establish credit lines on new accounts and update existing credit lines up to $10,000 using trade and bank references, financial statements, internal system information and credit group contacts to identify risk. Make recommendations for changes over $10,000 to Financial Operations Manager- AR
Prepare spreadsheets and presentations to utilize in customer visits or collection efforts
Assist the Financial Operations Manager- AR in representing the department/company at creditor meetings, bankruptcy proceedings, sales presentations and cross-functional team meetings as well as serve as back up in the office during their absence
Communicate extensively with customers, Sales Associates and Customer Care regarding past due invoices, delinquent accounts, deductions and proof of delivery. Other communications may include accounting, collection agencies and attorneys. Respond to all questions and inquires relating to credit policy and credit references
Make recommendations for forced collection through collection agencies and attorneys. Monitor progress of collection efforts by third party, collection agencies and/or courts regarding bankruptcies to assure maximum collection of monies owed
File proof of claim for bankruptcy, bulk sale or assignment for benefit of creditors
Make recommendations for streamlining processes and highlight opportunities for improvements
Recommend continuous Improvements to the Senior Financial Operations Specialist
Raise unresolved functional and technical issues to Senior Financial Operations Specialist
Stay abreast of new processes and system functionality
Attend training to maintain high level of knowledge
Proficient with PC (Microsoft Word, Excel and PowerPoint)
Good oral and written communication skills (including negotiation)
Good judgment and sound decision-making ability
Must display tact, diplomacy and understanding necessary to deal with people and situations in a professional manner
Strong interpersonal persuasion
0 - 3 years of work/experience in credit/collections preferred
Travel may be required to attend trade credit meetings or customer visits
Risk Management (Credit Risk)
Delivers Consistent Results
High level of Excel proficiency
Financial Controls

Financial Operations Representative Resume Examples & Samples

Associates Degree or equivalent experience preferred
Ability to work in a fast-paced, results-oriented environment
Ability to multi-task multiple systems while listening to the customer, retrieving and sharing information, and troubleshooting issues
Superb negotiation skills with the ability to balance customer and business needs
Possess active listening skills, strong negotiation and communication skills
Willingness to learn and integrate information from company guidelines and laws related to collections
Ability to negotiate and have clear communication skills
Ability to work with escalated customers and proactively offers recommendations toward handling the call efficiently and effectively
Demonstrate the ability to take charge, initiate action and make quality decisions based on company guidelines
Ability to adapt to changes at work (new and changing products, services, policies)
Act as a positive role model while demonstrating professional behavior at all times
Must be able to work shift of 12pm-9pm Monday-Friday and every Saturday 8am-5pm or any other variation of this shift

Senior Manager of Financial Operations Resume Examples & Samples

Mentor business operations finance team on ad hoc analytics/reconciliation preparation to be provided to senior management for business decision making on an as needed, daily basis
Oversee the preparation of or prepare all requested analytics and information requested by Corp Finance to assist with preparation of accurate financial information
Continual evaluation of all business processes to assure that the proper segregation of duties and internal controls are in place. Work with finance senior management to assure that any gaps are identified
Oversee the Clinical site contract payment process to assure that all clinical study sites are paid in an accurate and timely manner. Assure that the business process provides the necessary HCP information in a streamlined format for automated Sunshine compliance reporting to appropriate government agency. Assure that the most efficient site payment process is being utilized by team and is in accordance with the executed site contracts
Oversee the financial team reviewing all contracts and note any financial concerns needing addressed within each. Assure that all contracts have appropriate payment terms and deliverables noted within. Communicate any concerns/updates with the appropriate budget manager/vendor/purchasing team for revisions
Oversee the financial team reviewing all Purchase Requests prior to submission to the Purchasing team. Communicate with submitter/budget manager any updates to the PO Request Required. Assure that all requests are approved within the budget and the appropriate funds are available
Oversee the financial team responsible for reviewing all open POs on a regular basis. When appropriate, have reconciliations performed on any outstanding balances and close any POs which have been fully utilized with no additional expense to be received from the vendor
Assure that all POs issued align to approved initiatives within the budget and have been properly funded
Assure that any new initiative request align with the individual department heads review for the new initiative process and assure than any requiring approval be properly approved
Keep Budget Managers apprised on the status of actual spend versus approved budget on an as needed basis
Summarize and note any unusual spends/variances within the forecast template and prepare commentary to be utilized for the department heads quarterly forecast
Work with budget managers on any contract/budgetary issues or concerns as analytics/research or training is needed. Implement any process improvements as needed
Responsible for identifying material/unusual spends within the budget, summarize and provide written narrative of key drivers to VP of Finance
Identify improvements as needed to any noted business process and discuss with the proper business owner. Once the process change is agreed upon by impacted parties, communicate the update out globally to assure alignment. Have written procedures updated for all updates
Bachelor’s degree, preferably in Accounting
10 years’ experience accounting/finance/contracts and 404 compliance work complete with supervisory experience
Working knowledge of the budgeting process
Internal audit experience
Good working knowledge of accounting/finance activities with an aptitude for math
Strong attention to detail as well as the “big picture”
Excellent proofreading skills
Good organization and problem-solving skills
Team player and ability to interact with individuals from multiple disciplines
Ability to work independently with minimal supervision as well as within a group/team
Strong flexibility and adaptability skills
Ability to improve and streamline processes
Ability to work well under pressure and to meet deadlines

Financial Operations Senior Associate Self Directed Brokerage Resume Examples & Samples

You will have the ability to perform thorough research at the plan level and participant level to resolve transaction discrepancies
You have the ability to take initiative and will be highly motivated to complete tasks
You communicate effectively with colleagues, management, and business partners through written and verbal correspondence
You have an eagerness to participate in the agility of the group
You have excellent customer service skills
You are an independent thinker with meticulous attention to detail

Financial Operations, PP Manager Resume Examples & Samples

By managing a team of P2P Analysts, provide leadership for the full end-to-end P2P process support of fast-growing businesses within the internal Facebook community
Monitor performance and lead recurring review meetings with, key business partners on the health of their P2P business
Perform change management and train the business and our outsourced partners on process changes and new initiatives
Ensure internal web pages are kept up to date with training documents and relevant information
Assist in the research and analysis of audit issues raised by external and internal audit
BA/BS in Supply Chain, Business, Finance, or other related field required
5+ years of global procure to pay experience
Experience leading and managing a team
Experience on global P2P processes and regional regulatory requirements
Analytics experience and proficiency with Microsoft Office applications including Excel and PowerPoint
Experience with Oracle R12 Financials

Financial Operations Director Resume Examples & Samples

~10-15 years of experience demonstrating progressive responsibilities interacting with all levels in the organization
Strong experience in global shared services organizations
Minimum 7 years of experience managing a Receivables/Billings/Payables and reconciliations
Minimum 5 years of experience leading a finance team, introducing standards of excellence and championing employee development
Minimum 5 years using Oracle Financials or other ERP Systems
Proven track record of process improvements
Excellent Spanish and English skills

Director of Financial Operations Resume Examples & Samples

Responsible for the completion of all financial reporting in the Division. These items include Run Rate Analysis, Mid-month Projection, Flash, and special request items from different areas of the corporation
Heavy involvement in preparation of Mid-month projections and Final Month-end numbers. This can include contractual package review, working with reimbursement on month-end exhibits, assisting CFO’s with explanations on variances, impromptu site visits to explore month-end discrepancies where needed
Responsible for going onsite to complete and/or assist a hospital with month-end close
Contact person for the Division on questions related to corporate reporting for the corporation and the Division
Trending Reports
Capital Management Oversight
Responsible for updating Monthly Operating Review formats with Division input
Participation in Monthly Operating Review conference calls
Monitor and assist hospitals on Margin Improvement and Revenue Enhancement Plans
Responsible for the Division Policy and Procedure Manual
Responsible for the presentation of Division’s Policies and Procedures Manual during New Hospital Orientation for the Division
Responsible for bringing together the Division VP’s thoughts on Division meetings. This includes assistance with agenda development, preparation of agenda items, and presentation binders with assistance from the Division Administrative Assistant. These meetings include CEO/CFO meetings, CFO/BOM meetings, and any other meeting agenda
Hospital Visits (Visit Reports/Recommendations)
Due Diligence
Division Budget preparation
Division hospital bonus calculations
Responsible for verification of hospital budget input
Bachelors in Accounting/Finance
Hospital Chief Financial Officer experience preferred, preferably in a for-profit setting

Financial Operations Coordinator Resume Examples & Samples

Support the supplier relationship team with the expediting of fuelling information
Assist with ensuring all invoices are processed and paid within the agreed terms
Assist with the reconciliation of the supply statements on a monthly basis and action all queries within a timely manner
Assist billing and credit control teams with queries and ad hoc problem resolution on behalf of the supplier and internal customers
Work closely with supply to build an understanding of the supplier and their location
The successful candidate should have at least one year's experience within an office environment providing either internal or external customer service and strong administration skills
Strong communication skills, numerate ability and a good eye for detail are essential
The ability to work alone but also within a team, ensuring clear communication and follow through on all aspects of the role is also essential
Experience of inputting data quickly and accurately is essential
Experience of using the Microsoft Office suite of products is essential
The ability to work in a fast paced environment and use initiative is essential
This role requires someone who is self-motivated, proactive, organised and approachable

Senior Mgr, Financial Operations Resume Examples & Samples

Lead Governance Board for PPM Product and maintain stakeholder relationships across Finance, Technology, HR and Tax
Drive portfolio and project lifecycle management (Initiative & roadmap tracking), resource capacity management, Portfolio best practices
Drive the product roadmap and prioritization of work for the EPPM program
Facilitate intake and work distribution for ad-hoc reporting and product enhancements
Manage a team of portfolio managers and analysts who support each brand with data quality assurance, reporting and training
Work closely with Finance to support forecasting and planning models for technology projects and programs
Provide critical insight to support business leaders’ decision-making for financial planning and headcount management
Enhance reporting and communication for relevant enterprise-wide metrics and KPI’S
Perform high-level analysis and subsequent recommendations for project and resource data across the technology stacks
Ensure educational resources are maintained and communicated to applicable audiences in a regular cadence
Oversee integration enhancements across corporate tools for increased employee productivity
Manage Vendor Relationship for PPM Product; including contracts, release cycles and product enhancement beta testing
Oversee onboarding and training activities for end users, including alignment across finance and technology
Adhere to key SOX Controls and internal audit reviews to maintain application and data compliance
Use test-and-learn methods to optimize portfolio management and create a collaborative community
Demonstrated success with IT Portfolio Management
Strategic and tactical business skills with a desire to use data to drive better decision making
Experience in presenting to and negotiating across executive-level roles
Demonstrated skills with Data and Financial Analysis
Ability to negotiate contract terms and scope of work with external vendors
Strong interpersonal and communication skills (written, verbal, listening and presenting)
Proven ability to prioritize workloads and to manage multiple priorities with critical deadlines
5+ years of experience in Portfolio Management within a technology-focused organization
3+ years in leading high-performing teams including a variety of technical/non-technical roles
Excellent presentation and communication skills and the ability to build and communicate a vision
Deep experience with the CA Clarity Project Portfolio Management tool or similar products used for time tracking, resource management and project management
A financial background or a working knowledge of capitalization and accounting practices
Proficient in Microsoft Office Suite (SharePoint, Project, Visio, PowerPoint, Excel) and knowledge of SQL, Business Objects and Jaspersoft Reporting software preferred
Experience with PPM processes, Agile and Waterfall methodologies and reporting preferred

Financial Operations Accountant Resume Examples & Samples

Coordinate procedure document and Visio chart updates with policy owners, organize and monitor shared network drive and Sharepoint policy site
Organize and maintain service provider contracts (binder/shared drive)
Support SOX Key Spreadsheet and Key Report policy compliance, ensuring timely completion and documentation of certifications and other requirements
Gather Key Metrics from data providers, analyze trends and research as needed
Audit support: data gathering and review for recurring-type items provided to auditors and regulators, uploads to PWC Connect system
Assist with railcar property taxes, voucher mailing and support paperwork, initial review of voucher upload files, pre-filing data analysis
Calculate railcar capitalized improvements
Reconcile railcar mileage to support customer invoicing
Distribute invoice support files or input data for customers who use third party fleet managers or special websites to process rent bills
Track sold car remarking and invoice remarking fees to equipment buyers
Handle Canadian tax splits for new assignments, running and analyzing reports, following up on Sales’ approvals and coordinating with Customer Service to complete fleet management system updates
Prepare monthly assignment updates provided to rail car hire service providers, and perform analysis as needed
Coordinate periodic certifications of spreadsheet accuracy and general ledger activity
This position is well suited to a recent college graduate or someone with a few years’ relevant experience
Understanding of GAAP and SOX internal controls, lease accounting, and capital additions and improvements
Analytical ability to exercise discretion and independent judgment and to clearly communicate findings
Extraordinarily organized, able to prioritize and multi-task in a fast-paced organization
Demonstrates excellent interpersonal skills and ability to interact with all levels in the organization
Team oriented and dependable

Financial Operations / AP Coordinator Resume Examples & Samples

Create manual invoices when required
Maintain invoices files accurately
Organizing and validating the processed invoices and their backups for imaging purposes

Provider Partner, IPA Financial Operations Resume Examples & Samples

Align with Humana’s Integrated Care Strategy, with a personal commitment to lead and support provider claims/contracting initiatives which improve quality of care and optimal outcomes for our members
Develop and create opportunities to serve our provider partners with data insights that educate, build trust and establish confidence in our approach
Cultivate and manage relationships with IPA’s by investigating and resolving and improving claims data integrity
Track and report quality metrics with recommendations for ongoing process improvement and communication
Develop and maintain databases, directories and reporting tools which support contracting, network development, expansions and expense trending
Contribute to network configuration, contract set-ups, loading, administration and claims research as required
Serve as a strategic consultant to internal clients via thoughtful review and analysis of provider reports, identifying opportunities for quality and process improvements
Create reports that provide decision makers and compliance agencies (e.g., CMS, DMHC) with data required to make decisions and monitor company performance
Act as a conduit for communication between field contracting operations, the CA Market Leadership teams and claims operations
Represent Humana as required in the provider community, supporting our strategic initiatives and approach to improving our health care system

Director, Financial Operations, Payments Resume Examples & Samples

Optimize the customer experience through evaluation of current business rule sets, process improvements and system enhancements in partnership with Care, Retail, Treasury, and others
Reduce costs and drive efficiencies via automation, elimination and transfer of processes
Effectively partner with leaders who own aspects of customer payment flow, such as Care, Retail, Treasury, EIT, Accounting, Marketing, and Legal
Provide direction, knowledge and expertise to reduce the volume of payment exceptions
Strengthen controls in the areas of subscriber refunds, missing payments, chargebacks, returns, defaults, payment reconciliations, and others
Ensure compliance with payment industry rules and regulations
Drive analytics to automate and streamline our processes and systems
Drive resolution into areas of leakage in the payments flow, including hand-offs between payment systems, lack of system functionality, etc
Ensure the team executes core payment projects, ensuring compliance with industry rules and regulations while enhancing payment processes
Develop and maintain a strong relationship with out-source partners as well as manage vendor contracts
Bachelor degree is required with a concentration in finance, business management or IT; graduate level degree strongly desired
Progressive leadership roles in back office payment operations and payment systems
Extensive experience in payment products and services, including credit and debit cards, Automated Clearing House, NACHA, and other payments related rules and regulations
Proven track record of driving or partnering with IT on complex projects
Applies critical thinking in identifying, assessing and resolving issues
Self-starter with a drive and motivation to succeed in an ever changing highly competitive environment
Strong cross functional ability to network across an organization that is experiencing rapid growth
Sound business judgment; able to take initiative yet know when it’s necessary to escalate an issue based on the impact its outcome may have on the business
Collaborative, yet influential
Strong ability to balance competing priorities

Investments Financial Operations Specialist Resume Examples & Samples

Prepare and submit, with Financial Operations Manager, monthly Financial and Operational Combined Uniform Single (FOCUS) report filing and net capital computation and quarterly Supplemental Statement of Income (SSOI) for submission to FINRA
Monitor daily Depository Trust & Clearing Corporation (DTCC) wire transfer and allocate funds between operating and money market accounts based on upcoming expenditures
Reconcile daily and monthly demand deposit accounts
Prepare monthly accruals and tax work papers
Provide analysis of financial information, as requested
Input general ledger entries
Calculate and submit variable payments for Regional Sales Managers, Investment Counselors, Investment Associates, and BB&T Investment Services' Brokerage department
Review and approve associate expense reports
Review, obtain approval and enter Accounts Payable invoices
Review vendor payments
Reconcile wire access reports monthly
Prepare various spreadsheets for accounting and incentive payroll analysis
Bachelor's degree in Accounting or Business Administration with an accounting emphasis, or equivalent education and related training
FINRA Series 27 license (General Financial/Operations Principal)
Detail oriented with ability to meet tight deadlines
Master's degree with an accounting emphasis, or equivalent education and related training
Good communication skills and ability to understand detailed instructions
Ability to understand and apply accounting concepts
Assist the Chief Financial Officer (CFO) in all aspects of financial operations
Ability to foresee problems and recommend possible solutions

Financial Operations Senior Manager Resume Examples & Samples

Ensure that all A/P and A/R activities in support of the segment are being completed in accordance with SLA’s and other performance goals
Act as a key advisor and thinking partner to the VP Global Financial Operations related to Segment FinOps and process standardization across all segments
Support the evolution towards a target operating model based on a shared services hub in San Jose, Costa Rica
Analyze and develop recommendations for the redesign of workflow to standardize the A/P and A/R processes across segments as much as possible
Ensure escalation and timely resolution of non-routine situations
Manage, coach and motivate FinOps staff in Miami
Collaborate closely with the counterpart managing the Segment FinOps team in Costa Rica to ensure that the two teams follow the same processes, learn from each other and jointly provide a seamless service to our business customers
Support the Business Transformation project and all changes resulting from the ERP reimplementation

Assistant VP for Financial Operations Resume Examples & Samples

Ensure that key business functions, (including Payroll, Accounts Payable, Travel Reimbursements, Cash Advances, Student Accounting, and Collections) are managed effectively and provide a high level of customer service to meet the business needs of the university community
Ensure that the university consistently meets or exceeds state management standards in the assigned areas of responsibility. Advise the CFO on regulatory issues impacting the university’s financial operations
Oversee the preparation of the university’s consolidated annual financial statements including affiliated foundations and other entities reporting to the W&M Board of Visitors
Manage the annual audit process with the Auditor of Public Accounts and other audits as requested or required by governmental agencies
Experience working with an ERP system
Detailed experience with Banner ERP is highly desirable
Extensive experience in a management position at an institution of higher education in accounting, financial operations is highly desirable

Director, Financial Operations Resume Examples & Samples

Build relationships with portfolio partners leveraging the relationship and specific details of each complex account to bring quicker and more effective solutions
Develop reporting and metrics to highlight opportunities with partners to enhance understanding and influence change
Effectively partner with leaders across the business who own the relationships with the 3rd parties, such as Sales, Marketing, Device & Procurement, Legal, Engineering, etc
Evaluate, develop, and enhance Accounts Receivable departmental policies and strategic plans
Proactively monitor Accounts Receivable and provide direction, knowledge and expertise to improve collections and reduce late balances
Identify non-payment trends, report on Accounts Receivable risk, and ensure write-offs are minimal
Review current processes and workflows and make changes for more productive results as well as strengthen the control environment
Ensure the team executes well on enterprise projects to support strong customer master, billing and collections functions and to meet the overall project objectives
Enhance the 3rd party experience by sponsoring projects to advance the customer tool set
Ensure communications to senior leadership that are polished and deliver a clear and concise message
Hire, train, coach and lead a high caliber and diverse team
Bachelor’s degree is required with a concentration in Finance, Accounting or Business Management; graduate level degree strongly desired
Strong business acumen – able to identify and work with key business partners to maximize business results
Experience partnering with sales organizations using a consultative approach
Strong systems and software technical aptitude, including proficiency with Microsoft Office Suite
Demonstrated strong oral and written communication skills, and ability to interact with executive levels
Progressive leadership roles in large Accounts Receivable management is a plus
Thought leader with sound business judgment; able to take initiative yet know when it’s necessary to escalate an issue based on the impact its outcome may have on the business
Strong leadership skills and the ability to build a strong network across an organization that is experiencing rapid growth
Ability to set performance direction by translating broader business initiatives into clear team objectives and individual goals, aligning appropriately with other groups for efficient, coordinated action
Has diversity of thought and brings new ideas and innovation
Executive presence and maturity, ability to present ideas and business propositions to senior leadership
Strong managerial leadership

Director, Financial Operations Resume Examples & Samples

Work with VP levels and above to develop and model strategic updates and drive key initiatives to action (e.g. go to market strategies and new product roll-outs, sales/customer service optimization, LTV/CAC analysis, etc.)
Proactively identify areas of opportunity within the vertical and develop actionable plans to improve the business
Provide strong financial leadership to the vertical operating teams while having visibility and responsibility for overall corporate goals
Develop comprehensive monthly/quarterly reporting packages for business
Develop KPIs to be utilized by operational teams, finance and/or external parties
Prepare monthly forecasts and annual budgets
Develop financial and operational presentations for insiders and outsiders
Assist with acquisition evaluation, post-acquisition integration and financial modeling
Work closely with accounting to share business insights and ensure proper accounting treatment
Minimum 7 year’s experience in financial analysis and reporting and collaborating with operational teams; experience with SaaS, vertical software, and/or online media a plus
Knowledge of accounting and financial systems
Experience with M&A integration and analysis a plus
Strong problem solving and organizational skills, as well as attention to detail
Solid understanding of GAAP/accounting principles and concepts a plus
Ability to meet deadlines and perform multiple projects/tasks, ability to self audit

Financial Operations PP Analyst Resume Examples & Samples

3+ years of procure to pay experience desired
Solid understanding of the full procure to pay process
Fluent in Portuguese, English and Spanish

Financial Operations Specialist Resume Examples & Samples

Bachelors degree preferred; additional 2 years' experience in lieu of a degree
Minimum three years of relevant experience
Effectively utilize problem solving strategies to improve outcomes
Demonstrated ability to express complex concepts simply
Experience working with patents
Strong analytical and innovative skills for sound decision-making, problem solving and ability to work well under tight business driven deadlines
Ability to take initiative, follow-through on requests until completion, and utilize a keen attention to detail
Experience with Anaqua system or other legal systems
Demonstrated ability to work collaboratively in a group to achieve a common goal

Financial Operations Coordinator Resume Examples & Samples

Review, compare and verify invoices for price and quantity to matches the delivered figures as needed
Responsible to monitor various team mailbox and distribution groups to ensure assigned tasks are actioned daily
Escalate to Supervisor or Management any issues that you have not been able to resolve in 4 business hours

Merchant Services Financial Operations Team Lead Resume Examples & Samples

Supervise and coordinate activities for all functions and tasks performed by the financial operations staff. Primary functions and tasks of the financial operations staff include
Provide support and back-up for the financial operations staff related to daily departmental requirements
Work with internal clients to ensure all client issues are resolved in a timely manner
Manage Outlook group mailbox and resolve outstanding emails
Maintain Merchant Interchange Worksheet and Debit Card Totals Worksheet for analysis
Research out-of-balances
Review weekly reconciliations and assist in researching outstanding items
Reconcile shadow accounting entries for chargebacks/recovery
Prepare and process remit entry for merchants who remit payment for merchant fees
Assist in maintaining/updating procedures for financial operations
Initiate TSYS standard operating system (SOS) cases for settlement out-of-balances
Perform month-end activities, including preparation of reclassifying entries, accruals, and reversals
Assist Payment Services Controller with various accounting projects
Prepare Personal Development Plan on team members and present recommendations to Payment Services Controller
Assist with hiring of staff and lead responsibility for training of new staff members
Assist with the conversion of acquired merchant portfolios into processing systems. Includes participation in mapping of accounts and booking of balances
Bachelor’s degree in Accounting or Business Administration, or equivalent education
Three years banking experience
Strong analytical skills and problem solving abilities with an aptitude for numbers
Strong communication and interpersonal skills, with potential to develop strong leadership skills
Ability to travel, occasionally overnight to Wilson N.C
Knowledge of payment solutions industry, with a focus on Merchant Services
Knowledge of Operations Accounting
Experience with electronic payment processing, preferably with a financial institution
Experience supervising a team of associates
Personal drive, initiative, and the willingness to learn in a fast-paced environment
Proficiency with Peachtree accounting software

Engagement Principal, Financial Operations Resume Examples & Samples

Bachelor's Degree in Accounting or Finance (or equivalent), with solid academic credentials
Generally requires 10+ years related experience
Minimum of 8 years progressively responsible experience. To include
Advanced degree (e.g., Masters Degree) a plus

Caat Financial Operations Co-op Resume Examples & Samples

Engagement: Working on creative, innovative, and thought-provoking projects within various business units at Comcast during your cooperative experience
Currently pursuing a Bachelor's degree from a United States-based college or university that has a 6 month Cooperative learning track (Pre-Juniors, Juniors, and Seniors preferred)
Minimum 3.0 GPA
Ability to balance workload, adapt to changing situations and priorities, and be deadline-oriented
Analytical skills required to assess risks on a real-time basis
Strong PC skills and proficiency with Microsoft Office Suite
Opens, sorts, and distributes mail
Processes routine items and records
Assists with projects to ensure deadlines are met

Financial Operations Representative Resume Examples & Samples

Assign financial work assignments for the Financial Service department to meet defined customer or department service agreements
Review, categorize and distribute incoming documents to assigned team. Review information for accuracy and follow up with internal/external customers for missing or questionable data
Assign new referrals to third party vendors. Process invoices and vendor closing report accurately within defined timeline. Identify and work with vendors to resolve discrepancies
Adhere to financial controls under Sarbanes-Oxley, corporate compliance and GAAP (Generally Accepted Accounting Principles)
Deliver a “customer centric” approach by providing value to customers beyond their expectations that demonstrates the priority of the customer’s needs and promise executes
High School Diploma required, Associate’s degree in business or accounting preferred. A minimum of 6 months of progressively responsible experience in a financial services-oriented environment
Strong math/financial skills to verify system-generated benefit calculations and make manual calculations
Ability to identify opportunities to continuous improve and enhance processes within the Financial Services Team by asking why, recognizes trends, and makes suggestions based on findings
Demonstrate the ability to prioritize work and respond to changing circumstances to meet deadlines and service level agreements (SLA’s) while managing multiple priorities and tasks
Ability to process tasks within defined metrics while maintaining department objectives
Listens in order to clarify information; strong ability to send both written and verbal communication in a clear manner. Asks questions to check for understanding
Promote involvement of others in decision making. Makes constructive contributions during meetings. Ability to work independently and as a member of the team

Financial Operations Representative Resume Examples & Samples

Input basic data in departmental systems, including transactions and journal entries
Compile and consolidate data for analysis by others in unit
Maintain logs for recording and tracking transactions, e.g. for chargebacks and billings
Make copies of information; maintain files
Perform other duties and projects as assigned by management
High School diploma required; Associates degree in business or accounting preferred
A minimum of 6 months to 4 years of work experience
Ability to identify and resolve issues and present information in a clear manner

Regional Director Financial Operations Resume Examples & Samples

Minimum five (5) to seven (7) years experience preferably in the finance function of a health care services organization
Ability to communicate effectively with individuals at all levels within the organization
Ability to use computers and generate various reports, spreadsheets and other documents utilizing various software packages and systems, including Microsoft Office products and COGNOS
Ability to set priorities and forecast needs
Demonstrates strong ability to make decisions and judgments; attentive to details and assumes accountability for consequences of actions taken

Financial Operations Specialist Resume Examples & Samples

Management of overall financial operations including: purchasing, interface with accounts payable, reporting functions, tracking of activity and reconciliations with W&M Banner system for all funds under SLD oversight
Administer and manage all functions associated with student fee budgets, including but not limited to: budget management, preparation of budget requests, budget distribution, payroll approvals, and contract management. Utilize TribeLink engagement platform and its associated financial tools for student organization budget management
Provide student organizations with training opportunities and advice on financial matters and processes
Stay current with, interpret, and provide direction to ensure activities comply with policies and procedures
Work with student publications and student media groups on contracts, production, fixed assets, and budgets. Serve as Contract Administrator for Procurement for student organizations recognized by the Media Council
Support efforts to develop a comprehensive leadership program for recognized clubs and organizations that include year round initiatives to help groups better meet their full potential and more effectively cultivate the leadership development process associated with co-curricular involvement, particularly as it pertains to financial matters
Associate’s degree in business or related field or an equivalent combination of education and experiences
Prior work experience demonstrating the ability to apply general accounting principles, budgeting practices and regulatory compliance
Demonstrated ability to maintain balance sheets for financial accounts, reconcile, and track expenditures
Outstanding organization skills and attention to detail
Ability to problem solve and prioritize multiple, diverse and complex responsibilities with a high degree of accuracy and nominal supervision. Position requires significant authority to act independently on financial matters
General computer knowledge including proficiency in word processing and spreadsheets (e.g., Microsoft Office and), and an understanding of database software concepts
Excellent communication skills (verbal and written) and the ability to work with varied constituencies from diverse backgrounds
Working knowledge and experience of W&M procurement and financial reporting systems including eVA Banner, and Discoverer Reporting tools
Knowledge of publishing industry, publication specifications, terminology and protocols
Working knowledge of state and W&M budget policies and procedures
Financial working experience in a college or university setting
Work experience providing excellent customer service to a wide variety of constituents

Director of Financial Operations Resume Examples & Samples

Build and retain a team of qualified associates capable of ensuring the continued growth of the company through improved productivity, know-how and automation
Continual review and improvement of departmental process effectiveness, cost management and customer focus
Ensure timely completion of department work by planning, re-distributing and increasing productivity
Ensure performance measures are met
Partner with peers, vendors, suppliers for enhanced value-added relationships, automation advancement and best practices
Establish the performance standards for associates
Be an active member of the management team by engaging in company issues, actively learning about the petroleum industry and gaining a working understanding of the company’s business operations
Ensures work is completed daily and service level agreement (SLA) is met
Ensures work is completed accurately at month end to alleviate accruals
Integrity - If others know you have uncompromising integrity, they will trust you and accept the motivations behind your actions and ideas. They will follow you
Persistence - Ability to complete tasks or continue in a course of action in spite of opposition or discouragement
Team Builder - Ability to convince a group of people to work toward a goal
Leadership - Ability to influence others to perform their jobs effectively and to be responsible for making decisions
Accuracy - Ability to perform work accurately and thoroughly
Judgment - The ability to formulate a sound decision using the available information
At least five years progressive work experience in accounting or finance and at least three years in management
Must have intermediate Excel proficiency and demonstrate the capability to use MS Word, MS PowerPoint, and Outlook. Requires good oral and written and communication skills to interact effectively with individuals internally and externally

Financial Operations Specialist Resume Examples & Samples

Monitor functions, identify and resolve issues and coordinate with other teams as well as the 3rd party outsourced provider information that is needed to complete the necessary transactions
Ensure compliance to the Accounts Payable Golden Process and implementation of any future modifications
Perform the accounts payable aging analysis
Custodian of all disbursements (e.g., EFT, wire, check) for all units in the United States that are supported by Mars Financial Services
Reconcile, analyze, research and resolve un-invoiced receipts. Recommend improvements to prevent reoccurrences
Investigate individual aged un-invoiced receipts over 120 days. For open GR that can’t be resolved, develop list of recommended write-offs and send for approval
Work with system support teams to understand available reporting tools and reports to research un-invoiced receipts. Identify areas of improvement in reporting tools and work to enhance tools wherever feasible
Insure processes are clear and agreed by key stakeholders including S&F, Commercial, plant personnel, and Accounts Payable
Monitor open goods receipt report for unusually large current open GRs that look as if they are errors. Investigate these unusual transactions and have timely corrective action taken
Ensure an adequate internal control environment is maintained. Highlight deviations from the internal control framework and make recommendations to S&F management
Create and maintain clear and detailed documentation of procedures for obtaining reports, reconciliation to the general ledger, researching and clearing of aged receivers

Financial Operations Representative Resume Examples & Samples

Provide exceptional customer service by communicating via telephone and in writing with internal and external customers regarding Agency Bill
Analyze and reconcile agent accounts. Ensure all transactions are documented in the appropriate system
Research and resolve discrepancies
Build rapport with agents and internal departments. Actively listen to customers' requests and inquires, and find solutions
Evaluate and make decisions using critical thinking skills to solve problems
Manage and utilize time effectively, as well as assist others on the team and across the organization
Input data and maintain logs for recording and tracking transactions. Monitor and ensure compliance with policy and procedures; identify trends in activities and outcomes. Ensure that accounts are balanced and reconciled
Participation in month-end closing activities
Perform cash application and cash disbursements processes and transactions, ensuring accuracy of data as assigned
Participate in and/or lead special projects as requested
Associates degree in business or accounting and a minimum of 2 years of work experience or equivalent related experience, ideally in an accounting/finance environment. Bachelor's Degree preferred
Prior billing and receivables experience is expected. Accounts payable experience is also acceptable
Strong math skills required, with knowledge of general accounting principles
Superior verbal and written communication skills required
Excellent customer service experience and skills required
Proficiency with MS Office applications and the ability to demonstrate knowledge working with spreadsheets (Excel). Previous Financial Application System experience preferred
Demonstrates knowledge of Debits and Credits, and the ability to perform reconciliations is necessary
High attention to detail with exceptional level of accuracy
Possess strong critical thinking skills and able to think outside the box

Associate Director of Financial Operations Resume Examples & Samples

Advanced degree in Business Administration, Accounting or Finance
Five (5) years in administrative management (high level budget & finance management) with a large budget in a higher education environment
Extensive knowledge of state and federal laws and regulations governing fiscal, budget and human resource practices
Understanding and knowledge of University and CSU policies and procedures pertaining to budget and finance
Extensive knowledge and experience of budget development and management; forecasting and budget cycles pertaining to the CSU system
Must be able to meet University, CSU, and State/Federal Deadlines relating to the divisions Budget/Finances
Proven ability to manage a large budget in a University/Higher Ed environment
Displays strong business acumen and integrated thinking
Excellent communication, interpersonal, organizational, analytical, and leadership and management skills
Strong strategic thinking skills
Ability to work effectively in team-based environments as well as being proactive and working independently
Proven ability to developing effective working relationships with employees and management at all levels. Demonstrated ability to communicate effectively, both orally and in writing, with a diverse population
Advanced Excel and PowerPoint (or similar programs) for financial reporting; Business presentation skills

Senior Manager of Financial Operations Resume Examples & Samples

Build a high performing, professional, responsive financial shared services organization
Develop Key Performance Indicators (KPI) for the AP, AR and Central Billing groups to evaluate performance and drive steady and continuous improvement
Interact professionally and effectively through verbal and written communication with all professional contacts (both internal and external) with emphasis on company interests
Independently prioritize and effectively accomplish multiple tasks within established timeframes and through the work of subordinates
Efficiently create complex documents and/or reports using spreadsheet, or equivalent, software
Analyze data to identify issues, opportunities and/or risks and determine the appropriate course of action
Work within the organization to build consensus and support for departmental/organizational goals and drive projects to completion
Consistently evaluate the way the company processes payments and receipts to assure that our approach is designed appropriately, balancing efficiency and cost
Evaluate new technologies/trends to determine if appropriate for the company
Support the annual Sarbanes-Oxley compliance and annual audit process through timely and thorough responses to internal and external audit requests
Review journal entries and reconciliations required for month-end accounting close, ensuring compliance with Corporate Accounting policy
Develop and maintain a constructive and cooperative working relationship with all finance groups as well as other departments
Effectively communicate and support field locations to address accounting issues or provide information as requested
Work collectively with executive management to determine and implement the deployment strategy for Oracle EBS Receivables to the Company’s locations

Director of Financial Operations Resume Examples & Samples

As the in-house OTP process owner, will optimize the OTP dedicated staff’s roles and responsibilities. Current team consists of 6 professionals
Enhance processes and controls relating to all functional areas, including but not limited to
Operations related systems and processes
Technology systems deployed to manage operations related processes (with OTP experience a plus)
A well-controlled and disciplined operations environment
Previous experience managing a support staff is required
8 or more years of demonstrated experience leading a complex operational function, with previous operations and financial controls experience preferred
Strong accounting, operations, financial reporting and internal control focus are essential
Strong analytical skills & problem solving capabilities
Proven track record solving complex operational challenges
Ability to effectively lead complex operational implementations (with OTP experience a plus) impacting multiple stakeholders in various jurisdictions
Team player with strong people management skills
Strong work ethic, ability to make decisions and can work under tight deadlines
Limited travel is required
College degree is preferred and/or equivalent professional experience
C.P.A. and/or a similar professional designation is preferred
Six Sigma credentials are a plus

Financial Operations & Analytics Director Resume Examples & Samples

Ability to set direction for large analyst team that is consistent with Conifer senior leadership vision and approach for executing strategic initiatives
Independent, logical thinker with proven ability to perform detailed data analysis and make sound decisions
Advanced troubleshooting abilities, with ability to problem solve complex issues independently within a timely fashion
Advanced ability to gather and analyze complex data, utilizing analytical reasoning
Must demonstrate excellent professional communication skills through clearly written, concise and comprehensive documentation
Experienced and comfortable making presentations to both Conifer and client Executive Leadership
Advanced ability to work well with team members and Conifer leadership, respectful of all positions at all levels, as well as complete tasks independently and professionally
Ability to effectively and professionally motivate team members and peers to meet goals
Advanced organizational, customer service, interpersonal, and time-management skills
Ability to manage multiple projects simultaneously, including resourcing
Advanced knowledge of healthcare risk management
Intermediate level skills in applications such as Microsoft Excel, Word, Power Point, Crystal Reports and EZ-Cap
4 year college degree in Business, Accounting, or 7 or more years of related experience
Extensive experience as a Financial Analyst at a manager level
Must be able to work in sitting position, use computer and answer telephone
Office Work Environment

Financial Operations Accountant Resume Examples & Samples

Bachelor's degree in Accounting or related field
Five years professional accounting experience; Enterprise Resource Planning (ERP) implementation or significant accounting process changes
Strong communication, interpersonal and customer service skills promoting tactful interactions with all constituents
Motivated individual with strong organizational and time management skills, and ability to efficiently multi task, work under pressure, handle frequent interruptions, and meet deadlines with accuracy
Demonstrated problem solving, including identifying and analyzing problems, and generating and evaluating alternative solutions
Demonstrated accountability, decisiveness, influencing and negotiation
Ability to appropriately use and apply technology in the workplace and analyze, interpret, explain and comply with policies and procedures and regulations applicable to the functional area
Ability to understand and prepare complex data analysis and present data according to user requirements
Ability to inspire and foster team commitment, spirit, pride, and trust while fostering an inclusive workplace with a commitment to professional standards and ethics in any situation
Proficiency in Microsoft Office products

Financial Operations Cost Analyst Resume Examples & Samples

Bachelor’s Degree with a concentration in engineering, mathematics, statistics, or business analysis
3+ years’ experience providing cost estimating and analysis support to Federal customer
High proficiency with applying risk methodologies to cost estimates
Proficiency with utilizing multiple cost estimating tools and/or add-ons to excel based tools
High level of proficiency with building excel-based financial models (including use of sumifs, vlookups, pivot tables, named variables, etc)
High level of proficiency with applying analytical techniques to data to identify patterns
Ability to work at the detailed level and not lose site of the big picture
Ability to summarize and effectively communicate information from the Staff to Executive level
Ability to work independently with minimal supervision and lead other analysts on large projects
Knowledge of Federal Government budgeting and acquisition process
Proficient using ACEIT (Automated Cost Estimating Integrated Tools)
ICEAA Certification
Advanced Degree in Math, Finance, or Statistics

Financial Operations Representative Resume Examples & Samples

Prepare and review data for input into financial systems
Prepare and input financial transactions such as payment or refund transactions, journal entries, and other data for various operating reports
Participate in month-end closing activities
Responsible for account balancing and reconciliation, and ensuring accuracy of data and batch transactions
Research and resolve routine issues and problems
Respond to routine inquiries from managers, employees and external customers/vendors
Maintain logs for recording and tracking transactions, e.g. billings and chargebacks
Review and validate data elements according to policy for accuracy and for compliance with internal policies
High School diploma required; Associates degree in business, finance, or accounting preferred
At least 1 year of relevant experience, ideally in an accounting/finance environment,
Working knowledge of accounting principles and strong math skills

Financial Operations Coordinator Resume Examples & Samples

Perform the entry of data into the Data Hub software
Analyze and scrub enterprise master data
Play a lead role in preventing data quality issues by performing data quality checks in source systems, identifying frequent user errors and working with business segments to strengthen user competence
Assist in the creation and maintenance of the data dictionary which will be leveraged company-wide
May be asked to act as a liaison with other project teams and IT initiatives to articulate the data governance policies and procedures and ensure they are being followed and implemented across the organization to coincide with the future state data architecture
Manage the identified data clean-up activities as a result of the data quality monitoring; clean-up must have a scheduled timeline for completeness and be cost-effective and timely
Must be familiar with common data structures of vendor and customer records
Must be able to represent the data governance organization as a key subject-matter expert
Ability to analyze reports and identify issues that need resolution

Head of Financial Operations KC Programme Resume Examples & Samples

Qualified ACA, CIMA, ACCA
Sound technical skills and an ability to work both at a detailed level and higher review level
Strong commercial bias
Naturally inquisitive with experience in managing value drivers / value based management
Experience in a deadline driven environment where quality must be maintained
Manufacturing experience advantageous, Project experience core
Confidence and communications skills to work effectively at all levels
Conduct financial analysis tasks: business case evaluations
Lead development of financial plans, forecasts and manage budgets for the Programme
Support risk management and mitigation activities
Prepare ah-hoc reports and analysis for management
Monitor and challenge Business Units financial performance
Collect and enter financial and other performance data (KPIs)
Support Business Unit financial decision-making
Manage project and programme accounting issues
Support financial analysis of bids and proposals (RCPs)
Prepares input for Audit Committee and other ad hoc Board requests

Financial Operations Coordinator Resume Examples & Samples

Administer cost venter procedures for the FP&A and Corporate Development Director
Support the Controller in coordinating all external audits with includes, among other things, assistance with presentation decks and memos, representation and engagement letters, and creation of meeting agendas and taking of notes for meetings
Provide logistical and administrative support during the pursuit and execution phases on merger and acquisition and business development opportunities, including but not limited to, helping coordinate due diligence activities and limited project management support of integration and post-integration activities
Manage all FP&A, Finance Technology and accounting contracts, ensuring they are entered into the Vendor Management process as required and coordinate renewals and filing of new contracts as appropriate
Complete high volumes of tasks and projects quickly with little to no guidance. React with the appropriate level of urgency to situations and events that require quick response or turnaround and efficiently solve difficult or complex problems that affect people within the supported departments or other related groups
Support records retention for all of Finance, including but not limited to, managing records retrieval and coordinating annual records retention
Assist onboarding new staff by requesting seating arrangement, laptop and office supplies and by planning training meetings as needed
Work with other administrative assistants to facilitate good communication and coordination among various business units and work groups
Perform other duties as requested
Bachelor’s degree preferred. Minimum of 7 years experience in an operational, business manager or administrative support capacity with at least three years experience supporting senior management level
Excellent written and verbal communication skills required with the ability to easily communicate and interact with individuals at all levels within the Bank and with outside clients and vendors. Ability to maintain confidential information with superior judgment and discretion
Excellent organizational skills required to plan, organize and schedule priorities and efficiently organize work in terms of setting and meeting priorities. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands

Director, Financial Operations Resume Examples & Samples

Management of program and product-line finance, including proposal pricing activities, EVMS and EACs where applicable. Personally engage to ensure solid program-level financial performance and ensure issues and mitigation are identified early
Prepare and analyze reports in order to ensure that contracts are within negotiated and agreed-upon parameters and government cost control guidelines
Prepare budgets and schedules for all contract work and provide financial analysis such as funding profiles, sales outlook, program cash position, and variance
Ensure adequate funding availability by maintaining accurate records of expenditures, preparing expenditure projections, and requesting additional funding from the government
Establish key performance metrics and milestones
Internal and external financial audits
Oversee the preparation of quarterly EACs
Maintain and report performance data to division and sector management team, and the customer
Investigate financial irregularities and present detailed information for audit purposes
Prepare program proposals to include; compiling cost data in compliance with RFP instructions, coordinating data input from other L-3 divisions when necessary, and assisting in preparation of proposal review charts for management review
Support various financial planning and forecasting activities, and special projects
Assists in the monthly forecast and other financial reports

Financial Operations Representative Resume Examples & Samples

Timely Input of basic data in departmental systems ensuring accuracy while meeting individual production and quality goals
Process various financial transactions such as manual invoices and check requests
Review and validate data elements according to policy for accuracy and for compliance with internal policies and resolve inconsistencies
Maintain logs for recording and tracking transactions
A minimum of 6 months of work experience

IT Financial Operations Resume Examples & Samples

Provide leadership and promote WWT Core Values and best practices
Grow and Develop members of your Team: Understand their goals and work with them to achieve, hold regular and effective 1 on 1s, provide real-time coaching and engage in difficult conversations as needed, recognize and reward the right behaviors
Provide input into team members’ compensation, hire/performance improvement/fire decisions, promotions
Proactively identify and help solves issues as part of the IT Financial Operations leadership team
Create and foster an atmosphere of mentoring, quality, diversity, collaboration and improvement by actively coaching your team members
Escalate and remove impediments from the teams to help them be as effective as possible
Work with the team to provide innovative IT solutions to business challenges that align to the Financial Operations strategy
Help with the on-going development and the support of existing business processes
Participate in the design of complex solutions, primarily within the Finance domain
Provide functional and technical leadership while promoting best practices and direction to team members
Hold the team accountable for meeting commitments while adhering to the organization's quality, methodology, and architecture standards

Data Center Financial Operations Resume Examples & Samples

Develops the financial team to support the company’s financial requirements
Interfaces with departments, senior management and business users to map out and document business reporting requirements
Supervise and develop the financial team staff
Defines staffing needs and position requirements
Communicates performance expectations
Conducts performance evaluations and provides helpful feedback
Must have demonstrated proficiency for all the responsibilities of a Senior Financial Analyst or Senior Staff Accountant
Bachelor’s degree in accounting or finance, required
Certified Public Accounting (CPA) certification preferred
Extensive knowledge of US GAAP and Financial Accounting Standards required
Advanced knowledge of Microsoft Office Suite - Word, Excel, PowerPoint, Outlook and Visio required; working knowledge of SharePoint preferred
Advanced knowledge of project based accounting and percent complete work in progress contract accounting preferred
Excellent problem-solving and strong analytical skills required
Knowledge of both quantitative and qualitative data collection, metrics & analysis required
Knowledge in developing reports from scratch using Business Objects or Crystal Reports required
10 years of experience in a finance or accounting management role required
10 years of experience in financial reporting and analysis, data mining and data analysis and data modeling techniques required

Financial Operations Specialist Resume Examples & Samples

Detail review of executed revenue contracts
Determination of appropriate US GAAP treatment of each of the contracts reviewed and recording of appropriate adjustments, as necessary
Determination of multi-element contracts and recording of corresponding adjustments for US GAAP purposes
Prepare and provide audit selection support for detail revenue contracts
Review of significant contracts for Management revenue reporting and appropriate internal classification
Coordination and reporting requirements with tax personnel for support of deferred revenue schedules
Preparation of all monthly deferred revenue recognition reconciliations and annual audit schedules for deferred and recognized revenue
Complete all US Census detail data gathering requirements and corresponding reporting, including online submissions
Provide input and review, as needed, for international contract revenue recognition guidance application
Coordination and output related to requests for SAS legal consolidation reporting and related non-disclosure agreements
Gathers, organizes and analyzes information on processes and procedures to support continuous improvement and/or solutions
Documents and communicates business processes, systems improvements and procedure changes in a timely and effective manner
Detailed research related to US GAAP revenue recognition and any pending updates/changes in the guidance
Serves as an expert resource regarding business initiatives and programs and provides general direction and structure to implement corresponding activities and processes
Ensures the smooth and effective operation of newly implemented processes or procedures and communicates the status of current projects in process to stakeholders
Ability to organize and manage projects
Strong negotiation, facilitation, and presentation skills
Strong interpersonal, oral, and written communication skills
Demonstrated ability to relate technical concepts to applications and user needs
Ability to understand departmental requirements from a business perspective and to translate these requirements into smaller sub-requirements, functions, and tasks to achieve business objectives

Director, Financial Operations Resume Examples & Samples

Bachelor's Degree, MBA preferred
Minimum 10 years of Insurance or Financial Services experience
The individual must have a solid understanding of the business, the goals and objectives of the organization and the external industry
FINRA 99 strongly preferred (or obtain after start)
Experience interacting effectively with a wide variety of both internal and external stakeholders
Proven results orientation and ability to work cross-functionally to achieve goals
Excellent relationship building skills, both internally and externally

Financial Operations Coordinator Resume Examples & Samples

Completes data entry and follow-up procedures to support a variety of accounts receivable and/or accounts payable transactions in accordance with established timeframes
Conducts peer review of various financial operations accounting transactions to comply with department policies and procedures
Monitors, troubleshoots, and responds to internal and external inquiries through financial operations shared mailboxes or other established methods
Completes updates to applicable trackers and processing manuals for portfolio of assigned work
Participates in internal and external audits as needed
Performs miscellaneous office and administrative duties as assigned
High school diploma or General education degree (GED) required plus a minimum of one year experience in administrative or financial operations support
Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding
Ability to write routine reports and correspondence
Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor
Requires basic knowledge of financial terms and principles
Ability to calculate simple figures such as percentages
Requires basic analytical skills
Basic knowledge of computer software and hardware (i.e. Microsoft Office Suite Products)

Financial Operations Representative Opportunities Resume Examples & Samples

Process various financial transactions such as bills, expense reports, receivables
Input data and maintain logs for recording and tracking transactions. Monitor compliance with policy and procedures; identify trends in activities and outcomes. Ensure that accounts are balanced and reconciled
Collect, compile, prepare and analyze data from multiple financial systems, including journal entries and other financial transactions
Serve as a liaison for assigned accounts, customers and/or vendors. May handle sensitive issues or transactions
Manage and utilize time effectively, as well as assist others within the unit, to ensure department meets required service levels for best results
Associates or Bachelor’s degree in accounting, business, or finance highly preferred
At least 6 months of work experience in an accounting/finance job function
Manage and utilize time effectively, while ensuring accuracy and attention to detail
Ability to analyze information and problem solving

Managing Director of Financial Operations Resume Examples & Samples

Financial and Operation Business Partner with the SVP for the region
“Owns” and is accountable with the SVP for the financial results & budget roll-ups of the region
Drives regional monthly operating reviews (MORs) with the regions leadership team
Drives various revenue growth and cost reduction opportunities specific to the Region and consistent with the overall objectives of the Division
Actively involved in the creation, review and approval of all financial models for Start-Ups and Acquisitions within the region
Creates strategic and operational plans/budgets
Develops regional financial forecasts and provides timely and routine updates on status of key operational and financial initiatives expecting to impact financial performance
Professional licensure desirable (CFA, CPA, CMA or other license), but not required in lieu of experience
Eight (8+) years accounting / finance experience preferably in the finance function of a health care services organization
Strong leadership abilities

Entry Level Financial Operations Resume Examples & Samples

Providing operational support to hedge fund clients engaged in various investment strategies ex. Real Estate Investment Trust (REIT), Private Equity, Global Macro, Fixed Income, Mortgage, Credit, Distressed, Long/Short, Risk/Stat/Arbitrage, Emerging markets and Fund of Funds
Building and maintaining client relationships, and serving as a liaison between clients and prime brokers/counterparties
Providing middle and back office support for the following products: equity, fixed income, swaps, bank debt, contract for differences, futures, commodities, options, FX, mortgages and repos
Addressing and researching cash / position / Market Value reconciliation exceptions
Interacting with various internal SS&C GlobeOp departments such as Fund Accounting, OTC Operations, Investor Services and IT
Wire processing related to management fees, incentive fees, fund subscriptions and redemptions, and collateral
Running cash reports and confirming payments with counterparties
Bachelors degree in Finance or related field
Solid MS Excel knowledge
Solid analytical skills and problem solving abilities
Excellent team skills and be capable of working within a group toward the completion of a single goal

Financial Operations Administrator Resume Examples & Samples

Assist in the day to day process of Expense Invoices from receipt to payment
Ensure all billing and payment processing/collection is completed in a timely and accurate fashion
Processing Store Support Office refunds
Raise Purchase Orders in SAP
Assisting in the day to day process of Fitters Invoices from receipt to payment
Raising invoices for goods/services supplied to commercial customers
Validating charges are correct at time of invoice
Accurate and timely processing of payments received
Investigation and resolution of any invoicing/payment queries
Issue Customer Statements
Input and Parking Expense/Fitters Invoices
Posting Expense/Fitters invoices once authorised
Raising urgent payments as required (BACS and Cheques)
Proposing payment runs for Expense/Fitters payments
Dealing with telephone queries relating to fitters, expenses, accounts receivable
Supplier Statement Reconciliations
Assisting with SSO Refunds
Raising Purchase orders in SAP
Ensuring any incorrect invoices are sent back to Fitters with appropriate reasons in a timely manner

Financial Operations Senior Products Financial Analyst Resume Examples & Samples

Prior data and financial analysis experience
Previous health insurance industry experience working in a Finance/Accounting department
Knowledge of Hyperion Essbase, PL/SQL, and Oracle

Director of Financial Operations Resume Examples & Samples

Identifies, develops and implements management systems (both programmatic and financial) and tools for monitoring program operations, field conditions, and challenges to ensure all activities meet technical and financial objectives and timelines
Develops and manages the Institute’s annual budget of $8M - $10M from multiple funding sources
Guides program managers/officers to ensure implementation of decisions made in management meetings and their proper execution
Leads the Institute’s operations team, which includes finance, human resources and IT responsibilities
Develops and expands partnerships and linkages by networking with potential partners including US government agencies (such as USAID,DHHS, and NIH) and international agencies such as WHO, international development agencies of other governments, and UN agencies) and through the development of grant proposals
Represents IRH within the University, liaising and meeting with representatives of different departments, including offices of contracts, accounting and human resources
Takes a lead role in establishing and/or supporting field offices so that they operate efficiently and in compliance with IRH and donor regulations
Participates in developing and managing strategic plans, work-plans, and projects with primary responsibility for budgeting and management systems
Participates with the review and preparation of cooperative agreements, grants, contracts, subawards and subcontracts
Negotiates and prepares budgets for new programs, proposals and contracts
Provides technical and management support for other activities as requested by the Institute Director

Financial Operations Business Lead Resume Examples & Samples

Coordinate all external audits which includes, but is not limited to, planning and scheduling meetings, presentation decks and memos, representation and engagement letters, organizing and uploading documentation and ensuring deadlines are met
Review, analyze and compile information for department meetings and board reports. Support pursuit and execution phases on merger and acquisition and business development opportunities, including but not limited to, due diligence activities, project management support of integration and post-integration activities
Work with Vendor Management to ensure all FP&A, Finance Technology and accounting contracts, are included into the Vendor Management process as required
Support in the management and development of department budget and forecast
Act as a problem identification and resolution resource, answers questions, provides guidance, troubleshoot, and follow up with employees and customers in resolving problems
Manage records retention for all of Finance, including but not limited to, handling records retrieval, coordinating annual records retention, providing training to the team on their responsibilities in the process and documenting current policies and procedures
Onboarding/Off boarding of staff
May be called upon to directly manage small projects
Coordinate and monitor inter-connected projects
Bachelor’s degree preferred. Minimum of 7 years’ experience in an operational or business manager capacity
Able to meet tight deadlines. Ability to work effectively in a team environment, supporting multiple projects and activities
Strong leadership skills with excellent written and verbal communication skills required with the ability to easily communicate and interact with individuals at all levels within the Bank and with outside clients and vendors
Maintains a strong knowledge of appropriate software packages, including Microsoft Word, Excel, Outlook, SharePoint and PowerPoint

Financial Operations Assistant Resume Examples & Samples

Maintains a personal, active relationship with Jesus Christ and is a consistent witness for Jesus Christ
Ensures items for payment comply with BGEA’s financial policies
Reviews items for payment for proper coding, resolving any questions prior to posting
Verifies calculations of discounts and sales and use taxes on invoices
Assists with other duties related to Payables and Receivables as assigned
Prefer some knowledge of accounts payable and accounts receivable concepts
Must acquire a thorough understanding of BGEA’s policies, including CAP
Must acquire a thorough understanding of BGEA’s financial systems
Must be able to communicate and work closely with staff at all levels of the Association
Must be able to communicate clearly and concisely in written and oral form
Must have good general office skills, including logical filing skills and use of a calculator

Financial Operations Coordinator Resume Examples & Samples

Perform daily and monthly activities for internal and external point-of-sale systems
Associate degree or higher in Finance, Accounting or Business Management or the equivalent combination of education and experience required
Minimum two years of financial operations experience required
Experience in process or project management preferred
Strong communication skills both written and verbal, and internal personal skills
Strong organizational, time management and prioritization skills
Attention to detail and ability to manage multiple projects concurrently

Director of Financial Operations Resume Examples & Samples

Develop, implement and monitor the necessary and appropriate client servicing system operations in compliance with applicable guidelines, policies and procedures to ensure the efficient and prudent operation of the Plan’s client servicing activities, as well as ensuring the integrity of the client account records in compliance with state and federal regulations
Responsible for the prudent management of the Financial Operations Division including all client program account activity and assets including account contributions, payments, distributions, rollovers, investment directions, changes in ownership, relevant reporting, as well as legal agreements that affect client accounts, such as trusts
Manage operations managers and their teams; assign work, set performance expectations, assist in problem resolution and monitor progress to divisional goals. Make staffing decisions with input from subordinate managers including hiring, termination, promotion and discipline
Partner with the Chief Financial Officer (CFO) to ensure budget is followed and monitored for accuracy
Develop and track metrics for measuring efficiency of departmental processes and staff; produce reports for management on key statistics, trends, and metrics
Ensure adequate training for staff to facilitate coverage for critical departmental functions and to ensure proper general record keeping, and financial controls
With the CFO, develop and implement short-term and long-term goals and objectives for the Finance Operations departments
Communicate regularly with Financial Operations teams, CFO, Accounting and Agency management regarding critical issues, updates, and trends regarding critical issues, updates, and trends pertaining to customer communications and employees
Proactively seek to stay informed on current issues, events and Virginia529 operations that may impact Finance, Financial Operations and Customer Service
Develop and maintain relationships with higher education institutions, State agencies, financial institutions, other 529 plans, program partners and other finance professionals as appropriate
Implement financial and operating policy decisions made by the CFO, CEO, Board of Directors and its Committees
Partner with the Chief Technology Officer for the preparation and installation of data processing procedures and systems relating to the Plan’s accounting, financial and client servicing operations and propose improvements to meet management information needs
Represents Virginia529 in professional and community activities as deemed appropriate
Bachelor’s degree in Accounting, Finance, Business or related field preferred
Ten years’ experience in financial operations with increasing levels of responsibility
Professional managerial experience required, preferably with expertise in financial or higher education operations including receipt, processing and/or distribution of client assets
Experience with Commonwealth accounting and financial policies and procedures preferred
Experience with database and business accounting software preferred
Ability to adjust to shifting priorities and demands while meeting critical deadlines
Ability to build rapport and interact with coworkers, executive management, other state government employees, program partners, Board and committee members and members of the financial community
Ability to make difficult and complex decisions using and interpreting available data or information to positively impact the operations and customer experience with the Agency
Ability to read, analyze and accurately interpret general business periodicals, professional journals, technical procedures, federal and state statutes, and regulations
Ability to take initiative and responsibility for projects, promote teamwork and collaboration between staff, peers, vendors, and customers
Demonstrated ability to handle manage multiple large-scale projects with defined deadlines
Demonstrated proficiency using Microsoft Office software including Word, Excel, PowerPoint and Outlook
Excellent oral and written communication skills sufficient to explain complex financial problems and solutions to diverse audiences verbally and in writing
Exceptional attention to detail and the ability to complete tasks in an accurate and thorough manner
Ability to define problems, collect data, establish facts, develop and communicate options, and draw valid conclusions
Extensive knowledge of operational technology, best practices and procedures
Interpersonal skills to handle sensitive and confidential situations
Extensive knowledge of federal and state statutes and regulations with regard to Section 529 plans

Director of Financial Operations Resume Examples & Samples

Oversee budgets and financial reporting for JHFRE, in close coordination with the UA Business Office. This includes the $73 million annual operating budget and five-year plan, quarterly and monthly projections, and annual fiscal year close
Establish performance metrics and financial metrics across functional groups. Report revenues, expenses, reserves against monthly and YTD budgets. Analyze variances, trends, and potential shortfalls. Create monthly dashboards
Develop and maintain monthly reporting to accommodate distinct requirements of stakeholders (VP, Directors, UA Business Office, department managers and supervisors)
Develop forecasts and funding models to realistically reflect risks and opportunities, in close coordination with the UA Business Office. Analyze potential for budget impact, provide alternative solutions, and resolve problems
Evaluate and enhance cost allocation and human resources practices to achieve equity, efficiency, transparency, and continuous improvement as well as to fund strategic goals and priorities
Maintain clear business rules for reserves and carry forward balances. Map all disbursements, revenues, allocations, and reserves
Ensure department managers and supervisors adhere to all applicable policies, practices and procedures across all JHFRE units
Supervise a team of three staff members that provide fiscal support to approximately 320 staff within JHFRE
Manage cash and debt funded maintenance capital project budgets, verify project funding, monitor and reconcile project activity
Summarize recommended annual merit increases to ensure compliance with annual merit increase pool for JHFRE departments for senior leadership approval. In conjunction with HR compensation, ensure any new positions or filling of vacant positions are properly reviewed for budgetary impact and equitability
Assist the unit Directors in translating business plans into financial and administrative plans for their individual units. Monitor plans and changes to assess fiscal implications throughout the fiscal year
Provide unit Directors with instructions and answers questions relating to University policies and procedures. Serves as financial liaison between JHFRE and the academic Divisions, often in coordination with the UA Business Office
Work with the operating units to develop charge and allocation formulas based on services provided with unit manager input; budgets service credits from external/internal sources
Keep abreast of laws and regulations in the professional field to maintain up-to-date compliance with financial controls
Ensure compliance with all relevant University and/or agency regulations and restrictions
Proven leader, manager and mentor with demonstrated successful change management skills
Build and sustain positive and collaborative working relationships with a wide range of constituents
Strategic thinker with proven planning skills
An effective communicator able to exchange routine and non-routine information to staff, vendors, and internal and external clients using tact and persuasion as appropriate requiring good oral and written communication skills
Advanced knowledge in the use of financial software applications, databases, and spreadsheets
Broad knowledge of financial planning and budgeting, superb analytic skills
Expert skill level in all Microsoft Office applications. Advanced knowledge of financial software applications and spreadsheets. Proficiency with SAP preferred
Ability to work independently as well as part of a team in a high volume environment
Provide leadership that brings innovative and creative solutions for financial issues
Strong organizational skills, a flexible work style and ability to manage multiple challenging projects simultaneously in a fast-paced work environment

Financial, Operations Plant Assistant Resume Examples & Samples

Lead the monthly month-end process for the factory; understand & reduce key variances
Bachelor degree in accounting, finance or other relevant business field (required)
A minimum of 2 to 5 years of prior work experience in a similar Financial Analyst capacity
Prior experience in the consumer product goods industry desired, food or beverage company experience preferred
Advanced computer skills with proficiencies in Word & PowerPoint and experienced analysis capabilities utilizing Excel (Adv. Excel desired – vlookup, pivot tables, etc.)
Experience with ERP systems (SAP required) (Essbase preferred) (Globe/BW preferred) for developing purchase orders and financial reporting
Effective written and verbal communication skills with a strong ability to build relationships
Ability to interpret/use data effectively to generate improvement actions Demonstrated success in problem solving, forecasting, and planning

Manager of Financial Operations Resume Examples & Samples

Bachelor’s Degree required (Accounting or Finance preferred)
Advanced skills with Access and Excel
5 to 7 years of experience in a business related positions
Positive : Maintain a positive attitude by focusing on solutions and promoting a collaborative and enjoyable environment
Respectful : Value teamwork, share successes, appreciates others and communicates in a way that promotes trust
Insightful : Make timely well-considered decisions, create innovative solutions and continuously learn
Direct : Communicate clearly and objectively; don’t be afraid of difficult conversations. Raise concerns through the proper channels
Earnest : Be honest, sincere and consistent. Work hard and pursue our goals together relentlessly

Director, Financial Operations Resume Examples & Samples

Evaluates actual results against expected performance and communicates areas for improvement
Establishes, evaluates, and implements performance metrics for functions supervised. Measures and analyzes actual performance and makes recommendations for improving profitability where needed
Reviews and analyzes forecasts and recommends changes when appropriate. Updates forecasts for both current performance and new development to provide management with a current perspective of the business
Directs training and education to Managers on metrics and tools to improve financial performance
Collaborates with cross functional groups to propose and manage creative solutions for improving coordination, collaboration, and communication. Forecasts, maintains, and secures appropriate company assets
Coordinates and drives cross functional initiatives, proactively identifying dependencies and driving issues to resolution. Oversees expense budgets for unit
Collaborates with other operational departments such as tech ops, construction, business services to ensure resources are available to support their daily needs and special projects
Hires, trains, evaluates, coaches, and counsels staff
Regular, consistent and punctual attendance. Must be able to work nights and weekends, variable

Financial Operations Specialist Resume Examples & Samples

Supporting The Fund Accounting Department’s service
Working knowledge of systems, applications and office equipment
Independently administer funds within section allocation scope
Independent problem resolution within valuation process and replying to queries received from business partners in timely manner
Investigation and resolving discrepancies between Fund Accounting books and Custody/Counterparty records for both cash and securities accounts
Very good command of English
Ability to work in a dynamic environment under time pressure
Basic knowledge in the field of financial markets and accountancy
Good working knowledge of computer and MS Office required
Bachelor diploma or higher or during studies
Experience in financial institutions is an asset (incl. Summer Internship)
Knowledge of principles and how financial institutions function is an asset
Team work

Financial Operations Accountant Resume Examples & Samples

Maintain fixed asset and depreciation schedules
Prepare monthly fixed asset and inventory reconciliations
Perform month-end close activities and prepare journal entries
Perform routine reconciliations of system quantities to identify discrepancies. Analyze and resolve the discrepancies when they occur
Recommend controls for weaknesses identified
Play a key role in the annual physical inventory counts, cycle counts and periodic audits
Undergraduate degree in Accounting
Cost accounting or fixed asset accounting experience preferred
Requires knowledge of business systems and Microsoft Office applications, specifically Excel (VLookups & SumIF equations)
Well organized, detail oriented team player with proven ability to multitask effectively
Solid communication and organizational skills

100

Director Financial & Operations Management Resume Examples & Samples

Supervises and coordinates hospital statistical reports
Bachelor's Degree in Accounting or related field, required
Master's Degree, preferred
Minimum of seven (7) years of progressively responsible experience in Finance, required

101

SVP Financial Operations Resume Examples & Samples

Provide strategic financial and managerial leadership by serving on the executive team and working collaboratively with senior leadership to analyze, develop, implement, and evaluate financial and operational strategies necessary to improve efficiencies and achieve strategic objectives within the Allegheny Health Network (AHN) enterprise
Lead and coordinate the annual budget preparation process to ensure ongoing compliance with fiscal goals
Take appropriate steps, in conjunction with senior leaders, to manage spending within approved budgetary levels
Ensure that routine performance and analytic reports facilitate the identification of trends and improvement opportunities relative to approved budgets
Review and analyze cost performance including staff productivity, supply utilization, administrative costs, and variances to budget
Monitor and measure performance against internal and external benchmarks
Develop short and long-range financial plans, play an active advising role regarding organizational priorities based on strategic financial needs of AHN
Develop and implement policies, procedures and systems that promote the overall financial health of AHN, establish and maintain adequate systems of internal controls inclusive of regular cost/benefit analyses reviews to identify areas for improvement/optimization
Support the System Revenue Cycle by providing senior leadership over revenue cycle operational areas including active participation in denial management, revenue capture, and supporting managed care contacts
Participate in the negotiations and resolution of multiple opportunities based upon long-term needs and organizational values and operating principles

102

Senior Manager European Financial Operations Resume Examples & Samples

Management of a team of approximately 60 Warsaw, Poland based employees; approx. 10 of which are direct reports (6 Team Leads and 4 Analysts)
Co-ordination of daily operations and monthly closings
Ongoing validation of Solutions and Service Order Management requests and Unbilled statuses per country
Support of daily operations and assistance with issues (specific questions on contracts, processes, order booking, revenue recognition)
Partnership relationship with the Sales and Services team in support of business objectives
Direct engagement with customers to establish collaborative working relationships and address improvement opportunities
Drive leading practices and operational excellence
Coordination and cooperation with Back Office team in Bangalore, India regarding backlog, current issues and month end risks
Verification of physical invoice delivery statuses and co-operation with Collection for escalated items
Support Business Unit (BU) questions and escalations
Escalating and communicating with BU on pending Unbilled items
Ensuring team is properly trained and equipped
Assisting in testing new tools/enhancements
Timely reviews of dispute statuses and metrics
% billed on time
% of disputes to total invoice volume
Average age of disputes
Turn-around time of all requests received
Employee satisfaction
Medium to Large Global Company (high-performing) experience
3-5 years’ experience managing a Billing Operations Center
Customer facing Account Management or Project Management skills required
Strong problem solving and service delivery skills
Ability to work effectively with cross functional teams to drive resolution to issues and drive process improvement
Ability to drive results through virtual and/or cross functional teams
Outsourced exposure or experience preferred (BPO)

103

Financial Operations Specialist Resume Examples & Samples

Completes review and follow-up procedures to support a variety of accounts payable transactions in accordance with established timeframes for a dedicated client
Approve invoices for payments specific to a dedicate client
Monitor entity and property cash flows for payment release when there are cash shortages specific to the client’s portfolio
Review and manage aging invoice process based on client SLAs
Conducts peer review of financial operations accounting related transactions to comply with department policies and procedures
Identifies, troubleshoots and resolves escalated issues from Property Manager, Accounting and Vendors related to various billing issues as identified specific to client dedicated team
Participates in process improvement initiatives within financial operations focused on creating efficiencies and cost savings opportunities
Assist in the creation and training for new and existing financial operations AP team members, property managers and accounting team members as needed
May participate in the development and roll out of internal policies and procedures related to the financial operations AP team specific to the client
Provides support of functional area audits by researching and responding to specific requests for remediation based on client audit requirements
No formal supervisory responsibilities in this position
High school diploma or General education degree (GED) required. Minimum of two years of experience in administrative or financial operations support
Ability to respond to common inquiries or complaints from clients, accountants, property managers, vendors and/or supervisor/manager
Ability to understand and carry out general instructions in standard situations
Ability to solve problems in standard situations
Requires basic to intermediate analytical skills
Intermediate knowledge of computer software and hardware (i.e. Microsoft Office Suite Products)
Advanced organizational skills, attention to detail
Decisions made with general understanding of procedures and company policies to achieve set results and deadlines

104

Financial Operations Specialist Resume Examples & Samples

Completes data entry and follow-up procedures to support a variety of accounts receivable transactions in accordance with established timeframes for a dedicated client
Daily banking activities to include bank fees associated to NSF or stop payments and contacting bank regarding any bank account errors. Review banking report to AR reports to ensure all banking activity is posted
Generate wire transfer forms between accounts and send to property controller for processing
Conducts peer review of AR financial operations accounting related transactions to comply with department policies and procedures
Identifies, troubleshoots and resolves escalated issues from Property Manager, Accounting and Tenants related to various billing issues as identified specific to client dedicated team
Create and post work order billings, adjustments, write offs and ensure proper approval back up within SLA
Set up of new non-tenant property customers within the business operating system
Review of aging reports with property manager to decrease arrears and provide account analysis as needed
Research tenant billings complaints and issues to ensure resolution within SLA
Address inquiries from property/fund controllers, property manager office, asset manager, etc. regarding open AR issues
Facilitate electronic ACH enrollment form process for electronic tenant rent payment
Assist in the creation and training for new and existing financial operations AR team members, property managers and accounting team members as needed
May participate in the development and roll out of internal policies and procedures related to the AR financial operations team

105

Financial Operations Team Intern Resume Examples & Samples

Completed a minimum of 3 credit hours of Accounting or Finance courses
Microsoft Office Knowledge
Have a willingness to learn new things and possess critical thinking skill

106

Financial Operations Admin Resume Examples & Samples

Prepare invoices for entry into Oracle Payables: Obtaining and verifying invoice approvals, verifying Supplier information and validating distribution codes using the GL chart of accounts
Process invoices into Oracle Payables: matching purchase orders in Oracle, entering Non PO invoices, calculating correct Sales and Use taxes, verifying payment status, validating invoices to make them available for payment and balancing the invoice register to the entered invoices
Process invoices into Image Now: audit invoices, match to purchase orders for indexing. If applicable enter Sales and Use taxes and Freight charges, verify appropriate approver and approval level. Route to Oracle for payment processing
Scan invoices: scanning of all invoices in their entirety in a timely fashion. All images must also be checked for clarity
Analyze Exceptions: auditing tax codes, working with the Buyers and requisitioners to correct matching price and quantity errors, working with the Receiving Dept. to correct receiving errors, investigating invoices on hold by reviewing the On Hold Report and working with Buyers and Requisitioners to resolve these items
Customer Service: assisting other departments with payment questions as well as working with Suppliers to ensure accurate and timely payments. This also includes the proper use of professional phone and email etiquette as well as appropriate face to face interaction
Meeting Month End Deadlines: timeliness of all invoices entered for each of the 2 month end cutoffs, timeliness of invoices scanned before end of cutoff day, awareness of when the cutoffs are and planning accordingly to ensure all work is completed before the cutoff
Other duties, as assigned, or as business needs require

107

Regional Head of Financial Operations & Business Controller Resume Examples & Samples

Strengthen BCO community within the region with the aim to standardize which reports are used, how we go about controlling in the CSOs, etc
Subject Matter Expert on all FINOPS matters: Provide support to CSOs, Regional OPS manager/SMEs, liaise with CENFINOPS SME, etc
Own RICC from an operational view point in the region
Go-to person for CSOs for CSO Optimisation KPIs
Ensure visibility and timely reporting of operations and operational finance processes
Assist the CEN SME to improve operational finance processes and participate in identification of opportunities to improve operational systems (Kewill, FACT)

108

Financial Operations Clerk Resume Examples & Samples

Paid holidays
Year-end bonus program
Requires HS Diploma; 2-4 years relevant work experience; or any combination of education and experience, which provides an equivalent background
AA Degree in accounting preferred
Basic Accounting experience preferred
Important information: This position is recruited for by a remote Kelly office, not your local Kelly branch. Please submit your resume to be considered for this position by pressing the “SUBMIT RESUME” button below. If you have questions about the position, you may contact the recruiter recruiting for this position (jesb917@kellyservices.com), however, your resume should be uploaded via the “SUBMIT RESUME” button included within**

109

Financial Operations Reconciler Resume Examples & Samples

Reviews assigned accounts to identify outstanding issues/variances and researches to identify root issue
Opens correction requests/tickets to appropiate areas. Follows up on outstanding items to ensure they are resolved in a timely manner. Items are aged, monitored and escalated as necessary
Processes activity/transactions as instructed
Responds to various internal and/or external requests/questions
Completes reporting as necessary
Bachelor's degree in Accounting, Finance, related field, or equivalent experience
This position may require submission of fingerprints to FINRA.- One to two years of experience in mutual fund operations preferred
MS Excel Intermediate level
MS Access - Basic to Intermediate level preferred
Ability to work within prescribed deadlines and in a team environment
Strong analytical/problem solving
Strong organization, written and verbal communication skills
Using established procedures and working under direct to general supervision, performs assigned tasks
Performs review of assigned accounts and activity to prevent risk of loss due to errors

110

Senior, Accounting & Financial Operations Resume Examples & Samples

Work with managers to develop, support, and communicate financial results
Work with business unit leaders to drive insights, while using your financial analysis and planning skills. You are considered a business partner and your contributions will make a difference
Prepare or verify and encode requisitions, invoices, entries or other transaction documents for accuracy, completeness and compliance with pertinent regulations
Approve transaction documents within designated limits; determine if funds are available for expenditures or requisitions and posts to proper account; monitor fund/account balances and notifiy appropriate personnel when limits are reached
Process travel reimbursements, purchase supplies, services, and equipment with use of purchasing card and other purchasing documents in accordance with established procurement and financial policies
Prepare and review reconciliation of financial accounts; track expenditures and revenues for specific projects and allocations and review and reconcile purchase card transactions
Reconcile payroll each period in accordance with best practices and perform activities to ensure accurate and timely recording of exceptions
Maintain knowledge of and provide guidance for all ASU policies and procedures including human resources, purchasing, accounting, travel and sponsored projects
Adhere to timelines and deadlines; maintain confidentiality
Coordinate and assume other duties or special projects as assigned or directed
Evidence of a BS in Accounting or Finance
6+ years experience in progressively responsible accounting and finance roles
4+ years experience in accounting and finance in private enterprise (for-profit) businesses
Experience developing financial plans, budgets, and variance analysis
Demonstrated knowledge of of financial statements and their interdependencies
Demonstrated knowledge of ASU accounting processes, policies, and procedures; payroll principles, practices, regulations and procedures
Experience in the use of Excel
Experience in using organizational sills and managing multiple projects with strict deadlines
Experience in communicating effectively with a broad range of diverse people from different cultures, ethnic backgrounds and abilities, to develop and maintain good working relationships
Experience in education, design, or similar people-centric or service industries
Evidence of an MBA and/or CPA
Experience in continuous improvement initiatives, root cause analysis and project management

111

Financial Operations Intern Resume Examples & Samples

Supporting the Finance department in the preparation of roaming related reports
Collaborating in finance matters with the external partnersof the company
Calculating roaming discountsboth manually and automatically
Preparing monthly closing entries in Vodafone’s SAP system
Supporting
Flexible work schedule with 20- 30 hours/week
Six-month long Internship position which helps you to gain knowledge about the processes of a multinational company
Diverse tasks in the field of financeand reporting
Opportunity to gain experience about different business operations
Further career opportunities in the field of finance and other departments

112

Financial Operations Specialist AP Resume Examples & Samples

Perform 3-Way Match Verification between Vendor Invoice, Purchase Order, & Goods Receipt
Verify Appropriate Approvals are documented before Keying Invoice for payment
Process & Post Vendor Invoice for Payment & maintain Payment Files
Process Weekly Payment Runs for Check, EFT, & Wire transactions
Ongoing Support & Training of New Vendor Setup & PO Processes for internal stakeholders
Process Intercompany Cross Charges & Use Tax reporting for Period End Close
Assist with Internal Audits & Perform any other Duties related to A/P as needed

113

Financial Operations Accountant Resume Examples & Samples

Must have legal right to work and remain in Australia without sponsorship
Requires the candidate to hold a Bachelor Degree that would allow the candidate to commence the CPA program, with CPA Australia
Intermediate skills in the areas of oral and written communications, project financial process controls, MS Office suite of applications (e.g. Word, Excel), accounts payable, general ledger and billing

114

Seasonal Financial Operations Associate Resume Examples & Samples

Faithfully upholds BGEA in prayer
Demonstrates behavior aligned with BGEA’s Mission Statement, Statement of Faith, Hallmarks, policies, and expectations
Files paid documents
Re-organizes the storage room by year
Contacts existing vendors to update or correct our billing address, and recommend electronic payments
Assists with taking photos of fixed assets
Must be able to work with initiative and minimal supervision
Must be able to communicate and work closely with staff
Must have good general office skills, including logical filing skills

115

Financial Operations Assistant Resume Examples & Samples

Responsible for billing and collection of premium
Handle both external and internal customer service inquiries daily
Research billing disputes, reconcile accounts and respond to customer requests in a timely manner
Provide payment history as needed
Communicate any customer service issues to the Supervisor
Responsible for sending follow-up inquiries on non-responsive accounts, and timely referral of accounts to the Direct Collections group
Complete Cancellation/reinstatement requests within 48 hours of receipt
Responsible for monthly review/disbursement of commission
Review all cash received for accuracy on a daily basis
Review of monthly reports to ensure accurate and timely collections
Create and maintain client files

116

Director, Financial Operations Resume Examples & Samples

Oversee and ensure Hotwire’s financial statements are prepared in compliance with all financial policies and accurately reflects the company’s financial performance
Support the merchant and agency revenue accounting for Hotwire’s products for Hot Rate Hotel, Hot Rate Car and Retail Car (prepaid and postpaid) by driving efficiency and continuous improvements for revenue and transactional operations
Lead the processes for handling supplier payments for hotel and car suppliers and financial operational processes for supplier refunds, cancellations, charge-backs, breakage and reconciliations
Lead and ensure monthly accounting close deliverables and reporting requirements are accurate and delivered on time to corporate accounting
Lead projects to ensure continuous improvement in operational processes, which will drive savings and benefits to the bottom line
Lead Hotwire’s other general accounting function to support the Hotwire legal entity, which includes inter-company accounting, cash management/reconciliation, financial reporting and balance sheet management
Work with corporate tax teams and handle the accounting implementation of occupancy tax collections based on changes to tax laws for various states, counties and other jurisdictions
Liaise with Expedia corporate accounting teams to assess and implement new accounting policies, including revenue recognition rules
Serve as point of contact for corporate internal audit to support and coordinate the Sarbanes Oxley activities
Serve as a point of contact for both internal and external audits in the periodic review of the company financial records. Responsible for the implementation of agreed upon recommendations, related to areas of responsibility, resulting from the audit findings
Lead a department of 8-12 personnel and responsible for continued development of the individuals
Work with financial systems and Hotwire’s engineering teams to maintain and develop accounting tools and systems to support financial operational requirements. Drive the validation and user testing of new features and changes to ensure accounting requirements continue to be met
Serve as subject matter expert to explain accounting concepts and technical details to non-accounting business partners at Hotwire
LI-DY1

117

Financial Operations Associate Resume Examples & Samples

Process improvement oriented
Excellent accuracy and attention to detail
Creative problem-solving, eager to find customized solutions
Confident and energetic in approach
Reliable, and your team members can count upon you
Ability to balance quality of work, focusing on Compliance/Procedure while driving efficiency
Maintaining a positive work environment is imperative
Working knowledge of MS Windows, Excel and Word
Ability to work in a fast paced metric driven environment with proficient multitasking and navigation in a windows environment
Must be able to stand long periods of time lifting / bending, and able to lift up to 25lbs

118

Associate Director, Financial Operations Resume Examples & Samples

Collaborate with Finance staff of all UMMS Business Units, as well as with internal and external stakeholders supporting the financial operations of UMMS
Review monthly, quarterly and annual financial statements for senior management and the University as required
Analyzes financial information through the use of queries, spreadsheets, databases and other reporting tools for trend analyses, forecasts and financial ratios in conjunction with the budget office and other university entities
Proactively analyzes and interprets key performance metrics, and statistical, financial and accounting information. Identifies and communicates trends, patterns and events that may be of interest or concern to leadership
Supervise the payroll and bursar’s office staff (hiring, training, performance management, evaluation and mentoring)
Review current policies and practices related to payroll and develop reporting package for executive management. Partner with Human Resources to support payroll operations
Review, develop, recommend and interpret School Fiscal policies and give direction in implementation of these policies
Possess the ability to analyze systems and processes in order to maximize operating efficiency and improve customer service while maintaining compliance with established policies
Participate in the administrative budget review and long range planning processes, acting as financial liaison providing analyses and information to management in support of these processes
Provide technical, informational and problem solving assistance to the Assistant and Associate Vice Chancellors of Finance and Administration
Keep current on new reporting requirements and regulations by studying relevant journals and attending professional seminars. Provide technical expertise on any emerging accounting and financial reporting requirements and regulations
Ability and/or commitment to working with faculty, staff, and students from diverse backgrounds in an inclusive, welcoming environment. Ability to effectively work and communicate with individuals from varied cultural backgrounds
Promote a culture of high performance and continuous improvement that values learning and a commitment to quality
Establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities, conduct annual performance appraisals, and administer salary adjustments
Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; and monitor and evaluate results
Other responsibilities as assigned
Provide project management and develop financial models to support multi-year forecasts and strategic projects
Prepare reports for external audiences (e.g. Board of Trustees) that summarize succinctly and present a clear picture of budgeted operations (revenue/expenses) and other financial information as requested
Establish effective and consultative relationships with researchers, administrative staff. Create a service-oriented financial team that works closely with UMMS staff to understand and effectively address the needs of the organization
Remain current on nonprofit and governmental financial best practices and state and federal law regulations regarding nonprofit and governmental operations
MBA or professional designation such as a CPA or CMA
5-7 years’ experience of progressively responsible experience in an accounting or finance environment
3 years of management experience
Excellent interpersonal, verbal and writing skills
Ability to present and communicate effectively with all levels of management
CPA Certification

119

Financial Operations Coordinator Resume Examples & Samples

Daily Invoicing for fuel deliveries, services, and other revenue within the department SLAs
Review and verification of all supporting documents related to invoicing customers or paying suppliers
Collaboration with other WFS Corp departments to ensure data accuracy and timely resolution of exception conditions
Point of contact to third party carriers, ensuring timely receipt of delivery and BOL information
Field questions from internal and external associates, keeping management apprised of issues and concerns while responding timely and accurately
Maintain reports and logs intended to ensure completeness of incoming data, track status of exceptions, ensure regulatory compliance
Coordinate cross functionally to improve the department’s efficiency and effectiveness
Identify opportunities for continuous process improvement
May involve testing changes to our existing system as subject matter experience increases
Over time, and as subject matter experience increase, may become involved in training and assisting new and existing associates on new processes or current processes, as needed

120

Financial Operations Specialist Resume Examples & Samples

Bachelor's degree in finance, mathematics or related field
Experience with spreadsheet, database and statistical software packages
Master's degree in health administration or business administration
5 years of combined work experience in finance or accounting in healthcare
Experience in healthcare finance operations including budgeting, productivity financial reporting and analysis, reimbursement and/or patient accounting, and compliance
Experience in a large, matrixed organization
Actuarial understanding

121

Director Financial Operations Resume Examples & Samples

Responsible for the daily financial operations of the designated acute hospital(s) within St Vincent's Health System. Works with Hospital leadership team to implement and carryout plans and programs established by St Vincent's Health system strategic priorities. Demonstrates full support of the St Vincent's Health System mission through demonstrated measurable results and conduct consistent with the mission statement and strategic plan. Provides financial guidance to managers/directors on operational performance, including expense management, productivity, action plan performance and revenue realization
Provides acute leaders with guidance on expense management, productivity analysis and correction, budgeting, forecasting and financial analysis
Reviews capital requests from leaders and coordinates accounting and strategic review with Financial Reporting and Financial Planning leaders
Support guidelines established by Financial Planning on statistical reporting by ensuring departments submit information timely and accurately. Provide statistical updates for forecasting and recommendations for annual budgeting
Recommends strategies based upon financial, accounting and industry trends. Coordinate related financial review with Financial Planning team to ensure proformas consider all financial aspects (accounting, reimbursement, strategic priorities, capital, charge reconciliation/capture)
Serves as a liaison on financial matters among hospital leadership. Ensure Financial Reporting and Financial Planning are kept abreast of emerging issues and actions
Seven years of progressively more responsible experience and two years of leadership experience required

122

Director, Financial & Operations Resume Examples & Samples

Manages internal and external financial audits of the program
Bachelor's Degree or its International Equivalent Accounting, Business Administration, Finance or Related Field; a post-graduate degree is preferred in Accounting, Finance, Business Administration or other related field relevant to the position requirements
Knowledge of and compliance to Federal Acquisition Regulations
Strong financial and operational management experience with proven management skills; and
Professional level of oral and written fluency in English language

123

Financial Operations Assistant Resume Examples & Samples

Participates in all aspects of the late filing programs including the
Assists with other Financial Operations or Member Regulation projects or tasks, as requested
High school diploma or equivalent. College degree or equivalent education or training is preferred
3 to 5 years of related administrative experience
Experience using word processing and spreadsheet software, preferably Microsoft Word and Excel
General financial aptitude

124

Financial Operations Representative Resume Examples & Samples

Process various financial transactions such as payments, EFT enrollments, and manual checks
Open, sort, and scan payments for processing into the system
Actively participate in own development and coaching with management
Routine review of existing processes to identify efficiencies
Actively participate in root cause problem solving, daily huddles and facilitation rotations
High School diploma required; AS degree in business or accounting preferred
A minimum of 6 months of general work experience is preferred; experience can be non-job-related. A "high school-to-work" assignment may be good preparation
OPEX document scanning experience preferred

125

Financial Operations Specialist Resume Examples & Samples

Responsible for supporting Financial Operations initiatives through the leadership of associates or work functions
Provides advanced operational and technical expertise to coordinate workflow
Assists management in overseeing day to day production needs of the department through training, coaching and oversight of staff
Coordinates multiple job responsibilities and adjusts work schedule
Assures compliance with regulatory guidelines
Assesses and creates maintained internal controls and tracking reports for reconciliations and analysis
Assists in project and production efforts to include process review and system testing
The job requires working within a team environment, using analytical skills to work tickets and assignments regarding brokers. The resource will add new brokers to systems, terminate brokers, look up information, change demographic information, etc
Requires a HS Diploma; AA or BS/BA Degree in Accounting preferred
Experience with Excel, Word, and/or SharePoint is a plus

126

Director of Financial Operations Resume Examples & Samples

High level of involvement in financial analysis and reporting of figures regarding net revenue, operational expenses, as well as volume and productivity indicators
Assist in the preparation of monthly operating reviews and monitor follow up items
Analyze month-end financial results, budgets and forecasts
Oversee special projects that reach across multiple markets or the corporate office related to margin enhancement
Ad-hoc data analysis through the use of multiple sources (business objects, Premier Insights, labor management, etc.)
Analyze pro-formas related to capital and development projects
Develop standard operational reports and KPI dashboards

127

Director, Financial Operations Resume Examples & Samples

Outstanding management and leadership skills and ability to attract, retain, motivate, develop, mentor and coach team members for high performance; good conceptual skills
Outstanding verbal and written communication skills and ability to resolve disputes effectively and efficiently
Outstanding presentation and public speaking skills
Mastery independent decision making, analysis and problem solving skills
Understand, interpret and act on financial information and external trends that contributes to business profitability
Plan, manage and create strategy around complex projects; understand available resources, develop timeline, budget and assign areas of responsibility
Lead teams to achieve company goals and solve complex business issues in creative and effective ways
Mastery planning and organizational skills and techniques
Communicate effectively with senior management and key stakeholders
Excellent negotiating skills and ability to effectively manage strategic alliances, joint ventures and outsourced relationships
Ability to influence, build relationships, understand organizational complexities, manage conflict and navigate politics
Broad professional and managerial skills with a full understanding of industry practices and company policies and procedures
Lead and develop virtual teams
Mastery in multiple technical and business skills
Excellent interpersonal and communication skills with team members throughout the Company
Must be able to effectively communicate with customers and suppliers
Good working knowledge of other typical applications (PowerPoint, Word, Outlook)

128

Financial Operations Assistant Resume Examples & Samples

Excellent verbal and written communication and interpersonal skills
Willingness and ability to exercise judgment and initiative and to interact with a diverse set of faculty, personnel, and outside agencies in a professional manner
Flexibility and openness to change
Ability to maintain and foster confidentiality
Willingness and ability to learn additional computer applications
Financial transaction processing experience
Three years of financial or general office experience

129

VP of Financial Operations / Acfo Resume Examples & Samples

Reports to the Chief Financial Officer
Inter-relationships with the CEO, COO, CNO, Assistant Administrator, Assistant Controller, all hospital and clinical directors, Home Office, managed care organizations, vendors, physicians and community employers
Supervises multiple departments with direct responsibility for all associates in those areas
Responsible for gaining knowledge with a high proficiency in the areas of patient accounting, general ledger accounting/AP/payroll, third-party reimbursement, resource management, HIM, materials management, information systems, and internal audit control structure (to include assisting the Internal Audit Team with on-site audits in other markets)
Responsible for gaining knowledge with a high proficiency of FTE productive management system with a demonstrated ability to facilitate necessary corrective actions for standard adherence
Responsible for gaining knowledge with a high proficiency in the employment process, wage and benefit administration, pay practices, hospital associate handbook, and general employment law
Responsible for gaining advanced understanding of Home Office functions and processes to include CER processing, contract review, contract management system, real estate, and routine reporting requirements
Responsible for understanding the Hillcrest Medical Center finance, compliance/HIPAA, Human Resources, and Support Services. Serves as an educator and resource to department managers related to these policies and procedures
Assists the hospital administrative team in developing annual budgets and budget presentation package
Assists the CFO in the planning, control and effective utilization of the financial resources of the institution
Enhances professional growth and development through participation in educational programs, current literature, in service meetings and workshops
Assists CFO in development of accounting personnel, and any other staff (as part of CFO Development Program)
Minimum Education: Bachelor's degree in Accounting or Finance is required with a Master's degree and/or CPA certification strongly preferred
Minimum Qualifications: Three years' experience in a hospital or health care setting preferred. Minimum field of experience in Business administration or finance

130

Director of Financial Operations Resume Examples & Samples

A bachelor’s degree in business, business administration, finance, accounting, healthcare administration, public administration, or a directly related field from an accredited institution
This position requires extensive, diverse and progressively responsible experience at the management level, including direct responsibility for all-funds budgeting and budgeting processes in an environment with distributed responsibility
Strong experience with query and other analytical tools (e.g. Tableau, SQL, Access)
Expert experience with Excel (ex. advanced formulas, data analysis tools, macros, vlookup, etc.)
Highly developed fiscal budgeting and analysis skills/experience
Strong experience with accounting policies and procedures
While prior experience is not required, the ability to quickly understand and master the fiscal and procedural intricacies of the State of Colorado is important. Prior experience is preferred
This position requires a strong understanding of financial and related human resources data
Ability to think beyond the problem or task to understand the related consequences and related effects

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