Financial Senior Manager Resume Samples

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S Haley

Sasha

Haley

9706 Amie Springs

Boston

+1 (555) 368 1333

9706 Amie Springs

Boston

Phone

p +1 (555) 368 1333

Experience Experience

Chicago, IL

Financial Due Diligence Senior Manager

Chicago, IL

Wunsch, Halvorson and Lockman

Chicago, IL

Financial Due Diligence Senior Manager

Provide constructive feedback/training and conduct performance reviews
Develop long-term relationships and networks within transaction audit and other areas
Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements
Manage expectations of transaction audit service
Analyze financial and operational results of targets through reviewing accounting records and conducting interviews with management
Use technology to continually develop knowledge and enhance EY service delivery
Perform industry and company research

New York, NY

Financial Services Innovation Senior Manager

New York, NY

Rodriguez-Ortiz

New York, NY

Financial Services Innovation Senior Manager

Develop partnership agreement development framework
Develop partnerships strategy based on innovation strategy, and partnership development approach to support idea and concept development
Writing and presenting reports that document the results of the work performed
Write and present reports that document the results of work performed
Identify key go-to-market innovation opportunities and develop proof of concepts
Manage partnerships with selected players based on partnership agreement development framework while transferring operational, day-to-day interactions to ABL owners
Develop and update innovation strategy and drive innovation process from ideation to proof of concept

present

Detroit, MI

Transaction Services Financial Diligence Senior Manager

Detroit, MI

D'Amore-Yost

present

Detroit, MI

Transaction Services Financial Diligence Senior Manager

present

Manage, develop, train, coach and mentor staff on projects and assess performance for engagement and year-end reviews
Supervise and oversee all aspects of TS Diligence engagements throughout the transaction process, and coordinate the work performed by multiple service lines
Work closely with Grant Thornton managers and partners to promptly identify and resolve client problems or issues
Manage business development activities, such as proposals, capture, account teams, whitepapers, conferences, and/or other thought leadership material
Manage business development activities, such as proposals, account teams, whitepapers, conferences, and/or other thought leadership material
Develop and maintain strong client relationships and cross-sell services
Serve as the day-to-day point person on engagements; lead meetings and calls with clients and target management

Education Education

Bachelor’s Degree in Accounting

New York University

Bachelor’s Degree in Accounting

Skills Skills

Working closely with the ACFO to ensure projects are being completed and that the team’s efforts are in alignment with the goals of the broader team and institution as a whole
Reviewing the financial analysis, modeling, and planning completed by members of the team, and offering feedback on results, modifications, and areas of improvement
Feel comfortable offering support and expressing ideas to leadership
Understand the value in creating and fostering a strong team
Are adaptable to changing conditions
Maintain a high level of focus and energy
Are stimulated by working in ambiguity and creating business solutions that are novel to the organization
Enjoy presenting information to groups ranging in size and level of financial acumen
Thrive in working in a fast-paced environment

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Financial Due Diligence Senior Manager Resume Examples & Samples

Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements
Develop people and supervise CPAs and other audit staff effectively
Provide constructive feedback/training and conduct performance reviews
An active Certified Public Accountant (CPA) certification
A minimum of 7 years’ public accounting experience (experience related to mergers and/or acquisitions transactions preferred)
Effective written and verbal communication skills
Strong work initiative and the ability to adapt to new challenges and ideas

Financial Services Due Diligence Senior Manager Resume Examples & Samples

Evaluate effects of seasonality and cyclicality on cash flow requirements. Perform industry/company research. Coordinate engagement timing and staffing. Communicate significant issues, fees, and estimates to complete as well as due diligence findings to partners and clients. Manage expectations of service
Generate new business opportunities and achieve growth. Understand EY's service lines and actively assess/present ways that the firm can serve clients. Develop long-term relationships and networks
Experience related to mergers and/or acquisitions transactions preferred
Ability to work effectively in a highly energetic and multiple-engagement environment
The successful candidate must also be willing and able to travel, when necessary

Senior Manager, Enterprise Financial Services Resume Examples & Samples

Responsible for oversight of Global Treasury functions in coordination with BPO and EFS Amsterdam teams including: ensuring timely and accurate posting of cash, completion of bank account reconciliations (including EFS review), clearing of open items, and ensuring compliance to established SOX key controls for the Treasury processes
Also responsible for managing the day to day Treasury process by working with the BPO team, Territory Finance, and Business Unit Finance to ensure compliance to the Global Treasury guiding principles. Based on observations of the process, recommend improvements to supervisor to further streamline or standardize process
Develop metrics, reports, and KPI’s to ensure the end to end process completed by the BPO provider is being completed timely and accurately
Responsible for oversight Global Overhead functions in coordination with BPO and EFS Amsterdam teams including: establishing monthly/quarterly close timeline, ensuring key tasks such as Master Use Royalty (MUR), Management Fee, and Income Tax Provision postings are completed timely and accurately
Responsible for annual T&E accrual and Bonus Payment/true up process which includes coordinating the receiving of information from GBSI and providing instruction to BPO team
Responsible for managing day to day Global Overhead process by working with the BPO team, Territory Finance, Business Unit Finance, and Corporate Tax to ensure compliance to the Global Overhead guiding principles. Based on observations of the process, recommend improvements to supervisor to further streamline or standardize process
Responsible for all Studio Facilities month end close activities in coordination with BPO team including: trial balance review, revenue/expense accruals, inventory analysis, financial statements, and supplemental schedules. Manage the monthly/quarterly close deliverables to FRB including financial statement verification, balance sheet flux, and footnotes
Ensure balance sheet reconciliations are done in accordance to the Global Control Sheets
Develop staff into mature/dynamic financial advisors with a focus on having an independent BPO team and customer service orientation with teams where there is regular interaction
Work with supervisor to set priorities for the department and be able to help in all problem resolution matters. Make recommendations on process improvements and standardization to gain greater efficiency and effectiveness within the finance organization
Responsible for review of consolidated Government Survey’s and Related Party Footnotes prior to submission to Time Warner / Government
Responsible for oversight of Monthly/Annual Dues allocation for Participations
Review Corporate Participation Audit requests
Other special projects as required

Financial Trading Senior Risk Manager Resume Examples & Samples

Business risk oversight, analysis and evaluation of trading strategies and risk positions including evaluation of economic and market trends, developments, opportunities and threats. Maintain a close dialogue with traders and managers to understand changes in risk positions and game plan
Oversight of the risk measurement and reporting process. Ensure strength, quality and suitability of risk measurements such as VaR and stress
Lead a team of three people including a Risk Manager and two Risk Analysts. This will include active participation in performance evaluation and development plans of team members
Assist on ad hoc projects defined by Risk Management
University degree (or equivalent) or graduate calibre with relevant experience
Proven and substantial experience of risk management including experience gained within a relevant organisation (e.g. banking, investments, trading or hedge fund )
Deep knowledge of global and emerging financial markets
Knowledge and familiarity with trading in financial instruments and derivatives, including currencies, bonds, interest rates, credit default swaps and options
Knowledge and relevant experience with risk concepts and applications
Commitment to high standards in risk management, governance and timely and transparent communication while keeping a good pro-business balance
Strong interpersonal, written and verbal communication skills with the gravitas to influence and persuade senior stakeholders
Strong attention to detail, with the ability to be creative and think strategically about business processes
Demonstrated ability to be proactive and take initiative to solve problems
Excellent organisational skills with ability to perform well under pressure and manage multiple priorities
Strong data analytical and problem solving skills
Strong team orientation including ability to demonstrate cultural awareness, and effectively manage geographical and time zone differences

Senior Manager Aboriginal Financial Services Resume Examples & Samples

Supporting and driving the development, implementation and tracking of integrated client-focused solutions designed to drive and improve Aboriginal business results within the Commercial Bank and across relevant business lines; and
Providing competitive and sustainable customer value through the support, development and execution of coordinated Aboriginal-specific initiatives
Product Management: Design, Development, Implementation and Promotion
Through the application of strong credit knowledge, identify and lead/support product and service initiatives that focus on maintaining or enhancing our competitive position, growing the balance sheet profitably, and deepening Aboriginal customer relationships
Proactively identify opportunities to support business line efforts to achieve their Aboriginal business objectives and ensure alignment of initiatives with Aboriginal Banking and Bank strategies
Identify and monitor Aboriginal segment trends and developments for applicability to the Canadian Aboriginal markets
Analyze customer, product and competitive data, identify trends and execute opportunities to improve tailored products, product profitability, net interest income and non-interest revenues, and reduce costs
Evaluate and support development of potential new products, enhancements, trends, positioning alternatives, and product distribution systems
Assess and resolve highly complex issues and interdependencies (credit, product, channel, process and system) to effectively and efficiently deliver initiative projects
Influence business partners in efforts to deliver projects that maximize profit and/or strengthen the Aboriginal customer experience
Lead revenue initiative projects and achieve planned revenue targets
Business Operation Management, Process Improvement, and Communication
Identify product education needs and deliver multi-channel programs for Aboriginal Banking and business line sales teams to accelerate sales growth and meet customer needs
Identify innovative product development opportunities, prepare opportunity assessments to articulate the business concept, and obtain stakeholder buy-in
Develop and review comprehensive business requirements for new or enhanced product/operational/systems development
Prepare compelling business cases documenting the business concept and cost/benefit
Take responsibility for achieving specific milestones to ensure targets are met
Lead the development of systems and operational changes that result in increased sales capacity or assist in better meeting the needs and expectations of Aboriginal customers
Support and oversee the development of promotional plans and marketing material to effectively position Aboriginal banking products and accelerate sales
Evaluate progress of projects, and identify and resolve issues to ensure objectives are met or surpassed
Support the effective communication of product updates through publication channels to ensure effective delivery of new and/or enhanced products, programs, and processes to the sales force/branch network
Improve the underlying delivery procedures and programs of the Bank’s Aboriginal portfolio with a view to enhancing business line efficiency
Provide expertise (credit/product/channel/policy/process/system) and guidance to sales staff and distribution channels to drive Aboriginal business sales and support operational excellence
Support the development, maintenance and use of product and process measurement tools and models to align sales objectives
Oversee the management, design, development and implementation of business guidelines/policies and procedures in order to streamline internal processes and alignment and mitigate operating risk and protect the Bank's legal interests (privacy, disclosure, etc)
Business Plans and Strategy
Develop business plans and contribute to developing the strategic direction of Aboriginal Banking, while supporting and aligning with the Bank’s Corporate Social Responsibility mandates
Develop mid and long term strategies for product development and optimization
Contribute to the annual profit planning process to establish revenue and sales forecasts for all distribution channels and business lines, with guidance from the National Director, Aboriginal Financial Services and heads of business lines
Support the design and communication of key long and short term strategic initiatives within Aboriginal Banking to grow the Aboriginal book of business by
Establishing and maintaining strategic relationships with internal and external partners and centers of influence to drive customer acquisitions
Reviewing and analyzing existing service offerings to ensure customer needs are being met
Working with appropriate stakeholders to ensure the materials created for new service offerings for target segment and tactics developed, address opportunities and barriers
Ensuring a client-centric approach is embedded in all material communicated
Maintain an understanding of competitive best practices around strategies/tactics by
Ensuring research/tracking of competitive strategies/tactics is undertaken
Maintaining lines of communication with business lines and branch network about competitive trends
Advising relevant stakeholder groups on the impact of competitor service strategies/tactics
Maintaining regular contact with business lines, channels and other areas of the Bank to secure a current understanding of key issues, concerns and opportunities
Support business lines and support areas in the development of communications and provide guidance by
Supporting the retail distribution network, including branches, and act as a conduit of communication between the branches, Aboriginal Banking and relevant business lines
Effectively promoting and implementing the advancement of diversity within the Bank
Ensuring a high standard of service and professionalism to maintain existing and acquire new client and partner relationships
Support business line and channel line management understanding and acceptance of Aboriginal Banking strategies by assisting with the development and communication of relevant and actionable performance metrics for the Aboriginal market segment by
Collaborating with business lines and creating/using the appropriate metrics to track Aboriginal Banking performance against strategic objectives
Discussing Aboriginal market segment performance, and related impacts to business lines and channels, with business lines and customer-facing sales/service management, as required
Support ongoing processes and activities by
Assisting in the development of scope and deliverables for various initiatives
Provide support in the management of the financial and budgeting process including business case financials, in support of the Aboriginal Banking group
Representing Aboriginal Banking at social and community events to increase the visibility and obtain feedback to develop future strategies
Performing all other necessary activities to support the success of the Aboriginal Banking strategy
Aligning technology with business strategies, as required
3-5 years of commercial credit experience is a requirement
5+ years of business banking experience in product development and management a strong asset, and commercial banking experience, a benefit
Thorough understanding of Aboriginal culture and/or an innate cross-cultural sensitivity and interest in working with and furthering Aboriginal initiatives and communities
Thorough knowledge of the Bank’s policies and procedures and their relationships within the Bank
In-depth knowledge of outside market and competitive products
Proficiency to conduct research and numerical analysis with a high attention to detail
Excellent communication/interpersonal/negotiating skills, proven project management ability and strong problem identification and resolution skills
Self-motivated, efficient, able to take initiative and work independently with minimal direction
Ability to work under tight deadlines and conflicting priorities, and react quickly to resolve business problems to meet deadlines
High level of flexibility to adapt quickly to business environment undergoing constant changes
PC Windows & Microsoft Office literate with excellent skills related to Business Planning

Financial Services Innovation Senior Manager Resume Examples & Samples

Build a sustainable innovation model and process to deliver new revenue
Develop and update innovation strategy and drive innovation process from ideation to proof of concept
Identify key go-to-market innovation opportunities and develop proof of concepts
Drive the development of an innovation culture
Align, update, advise senior leadership team on innovation activities
Evaluate potential investment / partnership opportunities for innovation
Develop partnerships strategy based on innovation strategy, and partnership development approach to support idea and concept development
Develop partnership agreement development framework
Manage partnerships with selected players based on partnership agreement development framework while transferring operational, day-to-day interactions to ABL owners
Writing and presenting reports that document the results of the work performed
Mentoring and training of junior staff members
Bachelor’s degree from recognized university
10+ years of experience in innovation / partnership management or mgmt. consulting
5+ years of experience managing teams
Excellent leadership skills, excellent communication skills
Strong innovation network is preferred
Strong analytical skills and ability to perform quantitative analysis and develop business cases

Financial Services Innovation Senior Manager Resume Examples & Samples

Identify key go-to-market innovation opportunities; develop proof of concepts
Align, update, and advise senior leadership team on innovation activities
Evaluate potential investment / partnership innovation opportunities
Manage partnerships with selected players based on partnership agreement development framework while transferring operational, day-to-day interactions to Advisory Business Line owners
Write and present reports that document the results of work performed
Mentor and train junior staff
Bachelor’s degree in Accounting, Finance, Business or other related field required
10+ years of experience in innovation, partnership management or management consulting
5+ years’ experience managing teams
Excellent leadership and communication skills, written and verbal
Strong analytical skills; ability to perform quantitative analysis and develop business cases
Ability to work additional hours and travel on a regular basis to clients as needed

Senior Manager of Financial Partnerships Marketing Resume Examples & Samples

Collaborate with internal and external partners to develop and execute multi-channel marketing campaigns to support a customer lifecycle management strategy. Optimize existing channels and communication cadence
Collaborate with the Wyndham Rewards email, social media, and brand management teams to create a communication plan and test and learn
Generate campaign results and insights, monthly dashboards, competitive intelligence, industry insights, and voice of customer reports
Manage relationships with partners and ensure regular meetings to review status updates
Manage strategic projects to support customer acquisition
Bachelor’s degree required, MBA preferred
5+ years marketing experience
Experience working in hospitality, timeshares, or financial services a plus
Customer retention and lifecycle management experience
Experience working in a fast-paced, dynamic environment
Excellent computer skills (Excel, Word, PowerPoint)
Project management expertise with an ability to develop, articulate, and operationalize new ideas
Excellent marketing execution ability
Strong ability to build, manage and influence internal and external partner relationships
Excellent verbal/written communication and presentation skills
Flexible and adaptable to shifting priorities, ambiguity, and rapid change
Goal-oriented and analytical, and data-driven

Financial Risk Analytics Center of Excellence Senior Manager Resume Examples & Samples

Minimum of 7 years of relevant industry experience in Financial Services
Minimum of 5 years of business development, client development, and/or relationship management skills, particularly focused on building and maintaining long term client partnerships while driving business growth
Minimum of 5 years of relevant functional knowledge (operational, regulatory, market, and/or credit risk, etc.)
Strong team collaborator with a special emphasis on sustainable collaboration within an extensively matrixed organization
MBA or equivalent graduate degree preferred
Proven ability to build, manage, and foster a team-oriented environment
Proven ability to drive innovation and revenue, with data-driven products and service offerings
Extensive Excellent leadership and management skills

Transaction Services Financial Diligence Senior Manager Resume Examples & Samples

Supervise and oversee all aspects of TS Diligence engagements throughout the transaction process, and coordinate the work performed by multiple service lines
Serve as the day-to-day point person on engagements; lead meetings and calls with clients and target management
Bachelor's degree in Accounting, Finance, Information Technology, MIS or related field. A Master’s degree is a plus
10 plus years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level
Ability to work additional hours and/or travel as needed

Financial Services Technology Architecture Senior Manager Resume Examples & Samples

Plays a significant role in identifying new consulting opportunities with our clients, shaping proposals, and gaining client agreement/approval to move forward
Leads consulting and transformation engagements; responsible for creating detailed project workplans, managing activities and deliverables against plan, reviewing draft output, and providing feedback/coaching to project team members
Frequent interaction with senior management levels at a client and/or within Accenture, which involves presenting analysis and recommendations, facilitating workshops, and negotiating or influencing on significant matters
Understanding of either Retail or Commercial Banking and the representative business and functional capabilities in these domains
Develops and maintains strong trust-based relationships with clients
Ability to translate business/functional capabilities into technology capabilities and componentry
Ability to lead the definition of a complex and complete technology architecture
Ability to facilitate and lead technology strategy discussions with sr. executives
Highly familiar with emerging technologies their implications and implementation considerations
Knowledge and experience with design thinking and software development processes, waterfall, agile, distributed agile
Minimum of 7 years of external consulting experience
Minimum of 7 years of experience improving the business value of technology
Minimum 5 years of experience leading large teams to deliver new business or technology strategies
Minimum of 5 years of experience in sales/business development, including pricing strategy, deal shaping, and business case development
Strong external consulting experience
Experience leading or managing large teams effectively and planning/structuring analytical work
Broad, diverse experience and knowledge of major technologies (legacy to emerging)
Demonstrated teamwork and collaboration in a professional setting; either military or civilian

Financial Risk Management Senior Manager Resume Examples & Samples

Identify global foreign currency exposures and interest rate risk to recommend effective hedges under the constraints of the accounting standards codification
Manage the global currency hedge strategy and interest rate hedge program to minimize currency risk; coordinate with CFOs
Monitor global market to evaluate impact related to currency/interest rate risk to determine trends to assist in the development of strategies
Oversee foreign exchange/interest rate derivatives and settlements; oversee accuracy and timeliness of appropriate transaction documentation
Oversee preparation of monthly analytics; conduct hedge effectiveness testing, counterparty risk, mark-to-market calculations, and inter-company settlements to meet the Corporate/Subsidiary accounting requirements as well as ad hoc analysis
Recommend monthly forecast of foreign currency rates to senior management; define balance sheet
Oversee preparation of quarterly/annual financial disclosures
Oversee global company accounting to ensure compliance with accounting standards codification
Maintain the foreign currency/interest rate risk policy and procedures to ensure compliance with audit and risk management procedures
Identify new foreign currency risk and develop/implement hedging strategy
Prepare and present new risks and /or strategies to senior management
7-10 years related experience in multinational public company
MBA/CPA /CFA certifications preferred
Experience with foreign exchange or other derivatives
Clear career progression demonstrating success and experience in financial analysis and implementations of various treasury practices
Knowledge of accounting standards codification and practices related to foreign currency financial reporting
Strong excel and modeling skills
Strong analytical and conceptual thinking for both strategy and tactical execution
Must have high standards for self and brings projects to completion
Ability to formulate plans and actions to attain treasury initiatives; possesses a sense of urgency when it comes to execution
Team player and supporter who exhibits high professional conduct, high output, and enthusiasm
Proficiency in PC skills, spreadsheet, and PowerPoint
Strong ability to multitask and react to change in priorities
Expertise in SOX compliance helpful
Experience using FX or similar program
Strong ability to manage and lead a team and develop/mentor junior staff

Financial Services Technology Senior Manager Resume Examples & Samples

7-12 years of technical expertise in IT infrastructure, IT network, operating system and Middleware configurations, with knowledge of alternative architectures and emerging trends, solutions and products in an IT security domain, IT Risk Management, or encryption technologies and products, or Security Monitoring solutions and SOC Lifecycle
Passion for technology trends e.g. Mobility, Cloud, Digital, Collaboration and intellectual capacity to develop creative and innovative solutions
Strong and trust-based C-level relationships with simple value articulation
Ability to lead teams through transformation programs
Deep experience within one or more of the Banking, Capital Markets, and Insurance industries
Comfort conveying both high-level and detailed information, adjusting the way ideas are presented to better address varying social styles and audiences
An ability to challenge a client's thinking by diplomatically providing an objective and independent point of view
An ability to identify opportunities based on your deep understanding of our offerings and our client’s issues
Experience leading large teams through complex situations, adapting quickly and helping others navigate change
Experience structuring activities that play to a team's strengths and provide opportunities for others to grow
Experience working through organizational change, developing and implementing creative solutions and closely partnering with clients to regularly confirm expectations are met and value delivered
Clear understanding of key methodologies, approaches and market trends in the industry

Financial Senior Manager Resume Examples & Samples

Strategic financials: Creating long-range financial models that include numerous intertwined and connected variables
Develop, interpret, and implementation of highly complex financial and accounting concepts, and advanced techniques for financial planning and control
Bachelor’s degree in Finance, Business, or similar
Master’s degree in Finance, Business, or similar

Core Business Services Financial Services Organization Senior Resourcing Manager Resume Examples & Samples

Understanding our business and learning the unique skills, needs, desires and goals of our people
Finding the right opportunities and connections to create diverse, inclusive and high-performing teams
Embodying exceptional client service in everything they do, having a relentless focus on building the highest performing teams, and bringing talent develop to life through EYU
Opportunity and demand management – Facilitating seamless connectivity between pursuit teams and our available talent
Talent pool management – Leading the teams to actively manage our available talent, understanding their capability and proactively identifying opportunities or connections to support their deployment
Talent development and EYU – Building individual capability and personal brand via the right learning, coaching and experiences and supporting our teams on an engaging career journey
Experience with talent development, resource management and/or supply and demand management within professional services or B2B environments
Strong communication (both written and oral) and interpersonal skills
Demonstrates personal leadership and accountability
A positive and enthusiastic attitude and strong personal integrity

Financial Senior Manager Resume Examples & Samples

Analyzes financial information to coordinate all aspects of reporting to Regional Finance and Corporate Finance. On a monthly basis, coordinate with the monitoring of results against budgets/estimates
Work with Director of Finance on any financial planning and analysis modeling and special projects
Drives preparing materials that clearly and concisely frame the information needed to guide executive-level business decisions
Prepares and issues monthly reporting commentary, actual results of operations and various other reports reflecting monthly results (Brand´s P&L, DSO, Credit and Collections aging). Provide monthly financial analysis and reporting to Regional and Corporate Finance
Develops P&L estimates for monthly financial estimate process. Participate in monthly meetings with General Manager, Finance Director and Brand Manager, in order to develop accurate estimates. Coordinate the Consolidation of estimates and reconciliation of the financial results with Corporate Finance
Prepares the Annual Budget process, including the package presentation. Annually in budget cycle work with regional finance, finance director and local management
Reviews and monitors all Capital Spending Requests
Daily, weekly and monthly follow up over the cash flow, payment plans and the estimate for next year plan
Works with Local Management in order to monitor and identify on time, any price increase opportunity
Constant follow up over the new business model, as well as follow up to fiscal, exchange control regime, labor, and other law changes implemented by the government
Follow up and monitoring in the Credit and Collections área
Follow up and monitoring in the Purchasing process, including Purchase orders approval
Position requires a 5 year degree in Accounting or Administration
Strongly recommended a post-grade in Finance or MBA from top University
Over 6+ years finance/accounting experience including financial reporting, financial planning, monthly closing process, and analysis with strong analytical skills
Strategic thinking and Internal control skills
Treasury management experience is desired
Fluency in English oral and written
Strong PC skills including JDE or SAP, Hyperion, Excel, PowerPoint, and other internal systems
Well organized with strong interpersonal skills and excellent team player

Financial Senior Manager Resume Examples & Samples

Engaging with members of the team and ensuring tasks are being completed, projects are on pace to meet deadlines, and team member’s needs are being met
Working closely with the ACFO to ensure projects are being completed and that the team’s efforts are in alignment with the goals of the broader team and institution as a whole
Reviewing the financial analysis, modeling, and planning completed by members of the team, and offering feedback on results, modifications, and areas of improvement
Presenting at various meetings and forums across the institution on the financial performance of the Medical School and other finance-related topics as it relates to work being completed on the team
Collaborating with other functional teams across the Medical School, Michigan Medicine, and the University to complete cross-team work products and discover additional opportunities for synergies
Departmental support: Serving as a liaison and support figure for academic departments, which include 20 clinical science departments and 10 basic science departments, in all matters regarding finance
Medical School Administration support: Serving as a liaison and support figure for all the departments and functions that comprise the Medical School Administration office, in all matters regarding finance
Center and institute support: Serving as a liaison and support figure for all of the centers and institutes contained within the Medical School in all matters regarding finance
Financial budgeting: Leading the central finance budget process for all academic departments, centers, institutes, and support functions within the Medical School and ensuring all areas complete a comprehensive and timely budget
Financial reporting: Ensuring that all monthly reports created by the Medical School are completed on time and accurately, and offer guidance to members of the team creating these reports
Provost Office engagement: Working with the University’s Provost Office on budgetary requests and submissions, as well as other data and information requests
Financial business cases: Offering ad-hoc management and guidance on the financial component of business cases created across the Medical School
Executive leadership support: Serving as a trusted business leader and offering support and guidance to executive leadership across Michigan Medicine
Develop, interpret, and implement highly complex financial and accounting concepts, and advanced techniques for financial planning and control
Act as a consultant between customers (departments, centers, institutes, and support functions), and central finance, and ensure leadership, faculty, and staff within all departments are having their needs met and feel supported by the Medical School Finance team and all of finance
Identify opportunities to educate customers to allow them to make informed choices and decisions on their own financial matters that will set them up for both short-term and long-term success
Partner with other leaders across the Medical School on support of customers and discover ways to work together in better serving customers and improving the overall financial acumen and financial health across the Medical School
Provide additional support and assistance to smaller departments, centers, and institutes that have few or no finance staff, in order to ensure financials are being managed properly and that these customers are successful in creating and fostering financial health
Engage with other departments on budget items, such as the Controller’s Office, in order to ensure budget efforts are co-aligned and that budget information is being submitted accurately and timely
Manage a team of direct reports, which includes responsibility for employee development, mentoring, performance management, and engagement
Cultivate an environment of high performance, integrity, and financial stewardship across the team and address employee relations issues as needed
Experience managing financial operations in government and/or healthcare settings
Experience in Business Objects, PeopleSoft, Oracle, and/or Hyperion

Senior Manager, Audit, Financial Services Resume Examples & Samples

Assist with the career development of team members as well as work with other managers to help ensure the proper deployment of the audit staff
Aid in the identification of business development as well as help expand the client base by identifying and growing current client portfolio
Seven plus years of current and/or recent financial statement audit experience within a public accounting firm with demonstrated supervisory experience in the Financial Services Sector
BA/BS degree from an accredited college/university and licensed CPA in their home office state
Ability to meet challenging client requirements and provide exceptional service

Financial Services Analytics Senior Manager Resume Examples & Samples

Understand the financial services industry and related challenges - show how analytics can help address and solve these
Show the whole value chain from data to results
Deep knowledge of analytics as supplied to the commercial/retail areas of financial services so to be able to explain offerings and solutions to business stakeholders
Understand Analytics capabilities (predictive modelling; forecasting, customer segmentation and behaviour, Big Data, Machine Learning)
Understand and translate buyer requirements into a tailored solution offering deal approach, solution plan, proposal and cost estimate leveraging standard process methods, deliverables and the right collection of offerings
Craft and communicate compelling business “stories” based on analytics insight
Provide insight and presentations to senior leadership on market position
Function as the key point of contact between service deliveries and possess strong enough cross-functional knowledge to represent service delivery related functions (such as transition management, delivery management, solution conceptualization, quality, etc.)
Participate in Information Management/Enterprise Data Management efforts and management of project team through all phases of the project lifecycle from scope and planning, requirements gathering, design, development, testing to going live
Quantitative degree preferred (Econometrics, Statistics, Mathematics etc)
Analytics experience (customer insight, BI, data mining, data management architecture, Big Data, Machine Learning)
Experience in business development, selling and proposal writing for analytics within financial services industry
Value Proposition Development
Solution Configuration
Proposal Development
Solution Realization Approach Development
Proven problem analysis and problem solving skills
Strong customer references
Exceptional presentation skills – dynamic presenter with ability to convey technology and business value propositions to a non-technical audience
Good listening skills, and an ability to ask questions and probe to uncover issues
Proficient understanding of integration, analytic and database technologies
Good interpersonal, communication and presentation skills
Able to explain complex concepts in non-technical language
Minimum 7 years working in analytics
Minimum 4 years working in financial services industry
Minimum of 3 years delivering financial services industry solutions

Senior Portfolio Manager Global Financial Services Resume Examples & Samples

Executes and leverages available lease pricing and negotiated contract pricing that drive increases in the sales pipeline or accelerates existing opportunities
Negotiate Commercial, Federal, State & Local Lease Contracts and State Contracts
Educate & direct all sales reps in all channels to grow the GFS products (Lease & Payments) from the Senior Sales Professionals to the Partner Channel and Inside Sales in their assigned accounts and competitive and new accounts
Drives the strategy for Lease Base Management portfolio – for retention and cross-selling full suite of PB solutions within each Sales Channel
Works with RVPs, Major Account Sales Directors, Sales Representatives to understand regional requirements and priorities, positioning and key gaps/needs; gains feedback on products and related materials; adjusts content accordingly
Acts as advocate and champion of products and goals both internally and externally
Accountable for pricing, revenue growth, and the overall profitability of the business within a Sales Channel
Track record for driving results cross functionally
Proven sales performance of achieving minimum of 100% sales quota over a minimum of 3 years in a senior sales position and/or sales management position
Knowledge of Leasing and Credit Card products
Possess knowledge of the mailing/permit industry
Proficient in Excel, Access, Powerpoint, Pathfinder, Seibel, TValue
Ability to travel (less than 10%)
Bachelor’s degree in Accounting, Finance or Business highly desirable, MBA is preferred
10+ years’ experience in the Financial Services industry
Demonstrated success in P&L management and being accountable in driving the attainment of planned global revenue and profit for assigned portfolio
Strong global team management skills both direct and matrixed
Strategic thinking combined with the ability to execute
Must possess the ability to influence senior executives
Strong critical thinking and communication skills
Transformational leadership experience
High degree of accountability, and willingness to drive results and decisions
Excellent interpersonal and communication skills and an ability to communicate complicated ideas clearly; to both external and internal stakeholders need to understand how and why decisions are made
Creative problem-solving skills, especially in a cross-functional team and matrixed environment, and proven ability to manage many competing priorities simultaneously
Desire to learn continuously in a fast-moving industry, and to work with a dynamic team that likes to get things done
Strong personal and team leadership, proven ability to build high performing engaged teams on a global level