Financial Services Director Resume Samples
4.5
(118 votes) for
Financial Services Director Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the financial services director job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
Craft your perfect resume by picking job responsibilities written by professional recruiters
Pick from the thousands of curated job responsibilities used by the leading companies
Tailor your resume & cover letter with wording that best fits for each job you apply
Resume Builder
Create a Resume in Minutes with Professional Resume Templates
CHOOSE THE BEST TEMPLATE
- Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS
- Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES
- Instantly download in PDF format or share a custom link.
OR
O Ruecker
Olga
Ruecker
1108 Annetta Inlet
Chicago
IL
+1 (555) 216 8591
1108 Annetta Inlet
Chicago
IL
Phone
p
+1 (555) 216 8591
Experience
Experience
Philadelphia, PA
Director of Student Financial Services
Philadelphia, PA
Connelly-Hammes
Philadelphia, PA
Director of Student Financial Services
- Design, establish and maintain an organizational structure and staffing to effectively accomplish the organization’s goals and objectives; overseeing recruitment, training, supervision and evaluation of staff
- Create and maintain a positive, cooperative work culture, encouraging customer-oriented staff interaction with students, parents, and administrators
- Oversee the overall operations of the Bursar’s Office which includes Student Financial Services, the Office of Cash Management, University Student Loans and Debt Management, Student Billing and Communications
- Perform special projects as assigned
- Develop, implement and monitor vision and strategic goals for the Bursar’s Office and reporting units
- Develop and manage annual budgets for the Bursar’s Office, perform periodic cost and productivity analysis
- Serve on the leadership team of the Assistant Vice Chancellor and Controller; recommend and participate in the development of University processes, policies and procedures
Boston, MA
Director of Financial Services
Boston, MA
Hickle, Harris and Corkery
Boston, MA
Director of Financial Services
- Analyze financial data and operations in order to assist and advise management in maintaining the hotels’ financial objectives
- Provides oversight of Supply Store operation and supervise
- Continually focus on training and development programs for the Accounting associates to cultivate the “brightest” and “best” talent within the industry
- Manage the campus component of Student Billing (including problem resolution), Stipends and Revenue Reconciliations
- Analyze and manage Continuing Education and Revenue Based Trust Funds accounts. Discuss all budgetary components and spending plans with Deans and Chairs
- Manage the cash handling and deposit process and ensure compliance with EDMC policy
- Hire, train, supervise and develop staff, including coaching, counseling and discipline
present
Boston, MA
Director of Financial Investigations & Dispute Advisory Services
Boston, MA
Quitzon, Koss and Pacocha
present
Boston, MA
Director of Financial Investigations & Dispute Advisory Services
present
- Provide consulting service to clients by working on and leading consulting projects
- Assist in building, developing, and managing a book of business to meet goals and objectives
- Attract, develop and retain talent
- Ensure the continuous professional development of staff is being met
- Achievements of financial goals and plans established by the Firm
- Effectively manage client relationships to exceed client satisfaction
- Development of staff along with retention and satisfaction of team members
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Syracuse University
Bachelor’s Degree in Accounting
Skills
Skills
- Strong hands-on experience with Microsoft Access and Excel
- Assessing compliance risks and controls,
- To create and capture opportunities to advance your career and fulfill your potential. To learn more, visit us at www.pwc.com/careers
- ERP systems, especially SAP
- Developing and implementing compliance supervisory and control solutions,
- Assisting with the response and/or remediation associated with regulatory actions
- Leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation
15 Financial Services Director resume templates
Read our complete resume writing guides
1
Director, Enterprise Financial Services Resume Examples & Samples
- Overall management responsibility of the North America customer credit financial analysis, customer master data, billing, cash, price protection, cash forecasting, and reporting areas. Ensure compliance with overall SOX reporting and audit guidelines. Manage and develop staff into subject matter experts (SME)
- Make recommendations and develop strategy on ITC operational process improvements and standardization to gain greater effectiveness. Monitor, track and redefine processes with a view to drive cost efficiencies and strive for global best practices and reporting. Leverage managerial and mentorship skills to effectively institute company changes with minimal disruption to ongoing run-state operations
- Responsible for the overall collection and dispute resolution process for Mexico. Overall responsibility over all customer reconciliations and the resolution of outstanding issues to minimize bad debt and write offs. This includes interactions with Finance, Sales, Operations and Marketing personnel
- Define and manage appropriate key performance indicators and/or service level agreements to ensure delivery of results, as agreed with key stakeholders. Responsible for the timeliness, completeness and accuracy of ITC deliverables including on-going coordination with BPO service provider
- Consult with the Business Unit as it relates to the implementation of new business strategies or items relating to the Invoice to Cash process
- Partners with Technology Solutions (TS) resources and international and domestic end-users to identify TS enhancement opportunities. Oversees the development of TS requirements based on business needs. Approve Functional Design specifications, Change Requests documents, and other TS related documents to evaluate the adequacy of the request and the need for implementation (i.e., cost/benefit analysis). Prioritize Home Entertainment global TS projects
- Work on ad-hoc projects, as needed
2
National Director Aboriginal Financial Services Resume Examples & Samples
- 1) Business development in collaboration with Commercial Banking, Scotiabank Private Client Group, Retail and Small Business
- 2) Community engagement in collaboration with Corporate Social Responsibility
- 3) Employment equity for Aboriginal Banking in collaboration with Global Employment Strategies, and responsible for the Bank’s Aboriginal Relations
- Must be open-minded with a high degree of intellectual curiosity and a propensity to challenge the status quo to advocate creative/innovative solutions to meet the needs of the Aboriginal market
- Strong, proven track record as a change agent
- Must possess project planning, financial management and effective resource management skills combined with superior decision-making skills
- Must have organizational know-how, strong interpersonal skills and influencing capabilities in order to promote acceptance of the Bank’s Aboriginal Strategy
- Strong negotiating skills and excellent oral/written communication skills are essential
- Must be able to articulate viewpoint/opinions to all levels within Scotiabank domestically as well as to senior executives
- Be able to represent Scotiabank on risk management issues, policy and political concerns in a multitude of external venues and internal business-lines. The incumbent must also be able to professionally manage the customer relations with the bank’s strategic risk appetite
- Building Strategic Relationships - Ability to build and maintain collaborative networks of strategic contacts, both internally and externally, with the specific intent of fostering teamwork and future opportunities and partnerships. It includes using these relationships to further both short and long-term business interests
- Strategic Influencing - Ability to convincingly persuade others, including individuals, groups, external stakeholders and markets for the benefit of the organization. Planning how best to win support, gain co-operation and overcome obstacles and barriers
- Strategic Thinking - Ability to understand and integrate the Aboriginal market into the organization's direction and goals. Well-developed awareness of the impact of the Indian Act and other political and ethical concerns and their impact to the Bank’s decisions
- University Degree/College Diploma in business or relevant work experience
- Must have a broad understanding of banking services and/or 5+ years of banking experience
- Preference will be given to candidates with experience in the Aboriginal market
- The ability to operate in a fast-paced, constantly changing environment
3
Operations Director, Financial Services Resume Examples & Samples
- Enable the alignment of primary operational support functions such as IT, Finance, HR, Marketing and office operations across the business unit. Ensures optimization and coordination of priorities and efforts
- Engage business unit leadership to understand the strategy and goals that have been set and to establish controls to monitor progress on these goals
- Work with business unit leadership in identifying best practices and adopt and implement these best practices as appropriate throughout the business unit
- Lead the primary operational support functions to determine overall operations goals and expectations to ensure their effectiveness and accomplishment of their mission including facilities and equipment
- Design the administrative staff support system and staffing requirements and direct the workflow of the practice support staff. Will ensure that open positions are filled efficiently and ensure efficient and effective delivery of administrative services to users
- Coordinate legal matters with CBIZ Legal.Will serve as a gate keeper for compliance with all matters related to independence issue reporting, modifications to engagements letters, client acceptance policies and all similar matters, CPE compliance and approvals
- Manage key initiatives identified by business unit leadership and provide timely status updates of business unit projects and related deadlines to SMD and business unit leadership
- Support client satisfaction monitoring and designs systems to gather relevant data
- Provide oversight of budgets, monthly financials, billing and collections, payables and payroll, write downs and reserves, approval of deviation from standard realization and expense control
- Minimum of 5 years of managing sophisticated client service staff
- Ability to develop and implement operating plans aligned with budget
- Must be able to travel based on business needs
4
Director of Financial Services Resume Examples & Samples
- FINRA Series 7, 66; Insurance life/health license
- One or more professional designations (CFA, CFP, CLU or ChFC)
- Minimum of 7 years of client facing production experience, with verifiable commissions of $100,000+ annually
- Experience providing a full range of financial planning solutions (fee-based, securities, insurance)
- Investment philosophy in line with 1st Global’s philosophy
- Professional image and consultative sales style
5
Director Financial Business Services Resume Examples & Samples
- Minimum of 9 years’ relevant work experience with at least 4 years demonstrated experience in a leadership/management position
- Experience working in a shared services environment is a plus
- Bachelor’s degree in Accounting, Finance or MIS; MBA and/or Project Management Certification or Six Sigma certification preferred
- Advanced knowledge of, and experience with, accounting and forecasting principles and concepts, financial analysis and reporting, financial controls environments, and related processes
- Strong technical computing skills with experience in the implementation and use of ERP systems and multidimensional database tools; Hyperion and PeopleSoft experience preferred; proficiency in all MS Office applications and experience with Visio or similar tools
- Diverse work experiences with cross functional teams
- In-depth project management and process improvement experience, including software implementation experience
- Attention to detail and a change agent with strong collaboration and organizational skills
- Ability to develop strategic plans and make high level decisions; results oriented with an ability to set clear goals and priorities and deliver timely, high quality services
- Strong written, oral and presentation skills; effective communicator at all levels of the organization with the ability to influence others
- Ability to develop and maintain strong relationships across the organization; strong problem resolution skills, and a high degree of integrity, tact and diplomacy
6
Financial Services Managing Director Resume Examples & Samples
- Strategist and thought leader who excels in a matrix environment, considers multiple points of view and the impacts on strategic goals both within the organization and with customers
- Proven success in selling products and services to Enterprise customers, managing sales resources and driving major transformation initiatives
- Deep understanding of all Sales Excellence processes including: relationship management, opportunity management (MSSP), and business management (including pipeline management) and associated standard tools and resources (e.g., MS Sales, account planning, EA Workbook, Forecast Workbook)
- Current understanding of the technology industry and industry trends, unique local market dynamics and competitive environment
- Ability to establish immediate credibility among peers, leaders and customers
- Track record of developing and managing strong c-suite relationships internally and externally
- Proven understanding of Microsoft global annuity strategy and enterprise licensing optimization programs
- Basic understanding of Microsoft platform technologies, enterprise products, and cloud solutions
- Deep financial services experience preferred
- Minimum 5 years of sales management experience required; experience managing large teams including managers of people preferred
- Bachelor’s degree in business or related field required; MBA or related master’s degree preferred
7
Director, Financial Services Asset Management Resume Examples & Samples
- Lead and support business development activities for individual opportunities, such as identification and proposal development, while working with the appropriate KPMG resources from other service lines and asset management industry
- Help execute the day-to-day activities of information technology advisory engagements for a variety of clients including process design, package implementation lifecycle support, and project reviews
- Help identify performance improvement opportunities for clients
- Twelve years of consulting experience, preferably in the financial services industry
- Proficiency in Microsoft Excel, Word, Access, Visio, and PowerPoint
8
Director, Financial Services Resume Examples & Samples
- Manage execution of various project tasks, including gathering data/requirements, analyzing data, documenting processes, designing solutions, and creating executive presentations
- Five years of experience in a consulting role (preferably with a national or global management consulting firm), and three years of experience working in banking institutions
- Bachelor’s degree in an appropriate field from an accredited college/university; MBA or advanced degree from an accredited college/university preferred
- Demonstrated contribution to thought leadership, with the ability to articulate value propositions and develop and execute a strategic vision
- Strong verbal and written communication skills, as well as proficiency with Microsoft Office Suite applications
9
Director of Financial Investigations & Dispute Advisory Services Resume Examples & Samples
- Must be recognized as an expert and have testified on numerous matters at deposition, trial and arbitration
- Significant experience in leading teams in a matrix organization
- Proven success and track record in building a profitable practice
- Proven business development and sales
- Solid capabilities for practice management, marketing and thought leadership
- Previous experience in managing and directing the analysis and forensic investigative efforts related to complex commercial litigation, lost profits, commercial damages, insurance coverage disputes, business disputes, and valuation disputes. Additional experience with intellectual property infringement litigation, bankruptcy matters, and other related business matters are desired
- The successful executive will have a track record of success in exceeding client expectations
- Will have obtained recognition in professional organizations
- Assist in building, developing, and managing a book of business to meet goals and objectives
- Effectively manage client relationships to exceed client satisfaction
- Will heighten The Firm's brand by demonstrating thought leadership
- Provide consulting service to clients by working on and leading consulting projects
- The Director will collaborate with Firm Leadership team to accomplish these goals
- The Director will be responsible for maintaining quality standards of excellence and best practices
- He/ she will demonstrate exceptional leadership skills and proven success in managing and motivating teams
- Exercise the highest levels of leadership and mentorship
- Successfully integrate strategies defined by the firm
- Travel as needed
10
Risk Advisory Services Director Financial Services Resume Examples & Samples
- Practice development and management, marketing and thought leadership
- Significant experience in managing client relationships and leveraging them into new business advisory opportunities
- Ability to exceed client expectations in a sophisticated large consulting or accounting firm environment
- Direct and/or consulting experience in DC- MD- VA -area marketplace with the GSE industry, Financial Services, Financial Institutions, Public Sector, Not-for-Profit, Higher Education, and Government Contracting. Expertise, knowledge and aptitude for developing and delivering risk advisory services and solving complex business challenges
- The Risk Advisory Services Director is responsible for developing business and overseeing project and engagement management for all solutions under the Risk Advisory Services Practice. This includes but is not limited to sourcing, closing, planning, directing, and completing client projects and engagements
- The Director will work closely with the Leadership team to accomplish goals relative to the building, developing, and managing of staff
- The Director will engage in professional development activities and be a visible industry thought leader
- Develop new business with existing clients of at least $5M within 12-18 months
- Grow and maintain strong relationships with centers of influence and professionals
- Effectively manage overall client relationships to exceed client expectations
- Manage engagement fundamentals (i.e. realization, utilization, leverage, accounts receivable, and expenses)
- Mentor, coach and train staff
- Successfully integrate strategy of the firm into our client service and talent management activities
- Heighten the our Firm brand by demonstrating thought leadership and embracing our marketing campaign and programs supported by the firm
- Promote cross selling and integration of service lines of business
- Attract, develop and retain talent
- Ensure the continuous professional development of staff is being met
- Ability to travel 35 % of the time
11
Director Financial Shared Services HU Resume Examples & Samples
- Manage Shared Service Hub Hungary to deliver Services levels according to agreements in place
- Implementation of new processes, transforming existing business processes and integrating existing and newly acquired business units into Shared Services Center
- Responsible for detailed project planning and status reporting
- Responsible for all functional aspects of the Shared Services Center
- Provides centralized services to multiple business units
- Define and plan achievement of goals and objectives of the Shared Services Center
- Ensures all financial controls are operating as designed and are evidenced as appropriate
- Ensures all controls and accounting policies are reviewed and updated
- Reporting of Service level to internal customer
- Responsible for the entire month-end close process
- Monitoring business processes and identifying process improvements
- Cross functional approach to involve members of other groups where appropriate
- Prioritize issues and workload
- Review systems processes and controls to ensure optimum efficiency and security are maintained
- Act as the Shared Services liaison with other process areas to maximize synergies, resources and systems applications
- Prepare and delivers correspondence and presentation to Senior Management
- Eight plus years of experience in progressively senior finance and accounting positions. Experience setting up and managing a Shared Service Finance Center in a private/public company strongly preferred
- Experience using principles of Six Sigma, Lean Service, root cause analysis and other common approaches to continuous process improvement to increase the timeliness, accuracy and quality of services is a plus
- Must be knowledgeable with SAP financial accounting and reporting system
- Strong operations/general management background with experience overseeing several departments (i.e.: general ledger, accounts receivable, accounts payable, fixed assets)
- Comprehensive knowledge of general accounting principles and practices related to disbursements
- Significant understanding of accounting, financial, and work flow processes with ability to identify control weaknesses and implement process improvements
- Superior interpersonal and leadership skills with ability to drive organizational change
- Outstanding interpersonal, written and oral communication skills required
- Strong people management experience. Ability to supervise others with varying degrees of technical and business knowledge
- Ability to manage and oversee multiple projects and responsibilities in a complex and dynamic environment
12
Director, Financial Services Resume Examples & Samples
- Manage assigned process, including ground-level data compilation, analysis, and documentation to develop methodologies for performance enhancement
- Perform data analyses to identify and evaluate issues
- Develop risk management process and technology services, driven by operations, technology, and regulatory and compliance mandates
- Identify business opportunities and drive the evolution of standard methodologies
- Manage teams of staff and provide performance feedback
- Ten years of experience with financial operational processes, including front-office, middle-office, and back-office functions
- Knowledge of equities, fixed income, and derivatives, with a specific understanding of financial services sectors and operations, including investment banking, investment management, broker and dealers, and private equity preferred
13
Solutions Director, Financial Services Resume Examples & Samples
- Construct, communicate and execute a strategic sales plan for the area of expertise in question, including (1) growing profitable business, (2) expanding market/mind share and (3) resolving client concerns/issues
- Create value proposition messaging for targeted clients and project manage the preparation and execution for those meetings
- Create and maintain library of communications materials
- Assess customer needs and leverage the appropriate solution expertise for solution selling, solution development and implementation. Provide consulting in area of expertise, and engage in writing/speaking opportunities with/for the client
- Provide business case input for solution development, and participate in appropriate design sessions as required. Become the "industry/functional expert" voice back to Equifax for the target account
- Construct, communicate and execute strategic sales plan for product/service area of expertise, including growing profitable business, expanding market/mind share and resolving client concerns/issues
- Assess customer needs and leverage appropriate solution expertise for solution selling, development and implementation. Provide consulting in designated area of product/service expertise, engaging in writing/speaking opportunities with/for the client on a regular basis (i.e. the development of intellectual capital)
- Provide business case input for solution development and participate in design sessions as appropriate. Serve as “industry/functional expert” voice back to Equifax for the target account in the appropriate area of expertise
- 7+ years experience in sales support and marketing (e.g., Product Management/Marketing, Marketing Communications, Sales)
- Comfortable working with diverse, challenging and ever-changing environment
- Experience in working with senior-level leadership required
- Material experience in dynamic client-facing roles and situations
- Excellent written and verbal communication skills, experience communicating with all levels of an organization
- Travel of up to 25% should be expected
- Experience playing a significant role in designing, developing, and implementing large-scale programs – direct experience in implementing business development and sales programs is preferred
- Knowledge of Microsoft Office products (Word, Powerpoint, Excel) required
14
Managing Director, FEP Financial Services Resume Examples & Samples
- Professional certification (CPA or CMA)
- Minimum of 10 years or progressively responsible management role in finance management, to include experience in enterprise budget management, cost accounting, financial modeling, financial reporting and treasury functions
- Minimum of 5 years in strategic planning, resource management and administrative management
- Minimum 5 years of government contracting experience
- Advanced knowledge of Federal Acquisition Regulation, government contractor requirements and generally accepted accounting principles
- Graduate degree in Accounting, Finance or related field
- Highly developed strategic planning, problem-solving, critical thinking and analytical skills, combined with the ability to work with spreadsheets and other structured programming tools (e.g. SQL, Microsoft Access, PeopleSoft, Cognos, Hyperion)
- Mastery of performance measurement, decision support analysis and process improvement
- Significant experience in the healthcare industry and statutory accounting principles
- Excellent verbal and written presentation, communication and negotiation skills and ability to effectively communicate complex business and technical concepts
- Experience in project management and the IT system software development process, including systems conversions and integration
- Experience in business systems support and client and vendor relationship management
- Ability to make independent decisions and exercise judgment with regard to complicated and significant technical matters, achieving organizational goals and results
15
Senior Program Director for Financial Services Resume Examples & Samples
- Manages and is responsible for the successful completion of all tasks in financial services; energy; and agriculture including technical work; financial and business development activities
- Supervises assigned technical and administrative staff; including subordinate managers and directors; and performs personnel actions including hiring and performance evaluation
- It is the responsibility of the Senior Director to insure that GDIT has staff with appropriate skill sets and experience to insure that we are competitive in current as well as future markets
- Directs program activities to meet client and organization work objectives and serves as a liaison with clients to coordinate activities; negotiate tasks; and solve problems
- Responsible for profitability and revenue growth of assigned programs
- Assures quality of program products; services; and deliverables; including participating in reviews; audits; and site visits
- Performs business development activities; including the preparation and review of technical and cost proposals
- Performs program financial management services; including financial analysis; budget and cost quote preparation; cost management; reconciliation; and profit enhancement
- Coordinates and monitors sub-contractor activities and administers subcontractor deliverables and finances
- Develops; reviews; and approves plans; schedules; consulting agreements and other program documents
- Prepares and provides various reports and technical reviews to senior management as requested
- Ensures compliance with relevant corporate and government policies and standards
- Effective management and leadership skills
- Ability to manage multiple programs and projects simultaneously
- Effective business development skills including proposal development and preparation
- Detailed knowledge of relevant government regulations and standards
16
IT Financial Services Director Resume Examples & Samples
- Management of IT service chargeback, IT staff administration and invoice processing for a $300M/year for the global IT organization
- Participate in the development and maintenance of policies and procedures
- Good communication and analytical skills required
- Demonstrated analytical, problem solving and process improvement skills
- Equipment lease administration a plus
17
Assistant Director of Financial Services Resume Examples & Samples
- Ensure hotels' compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items
- Ensure that all balance sheet accounts, including bank reconciliation's are reconciled on a timely basis
- A minimum of 4 years of related progressive experience in hotel Accounting or related field; or a 4-year college degree with an Accounting/ Finance concentration and a minimum of 2 years of related progressive experience; or a 2-year college degree and a minimum of 4 years of related progressive experience
18
Director of Financial Services Resume Examples & Samples
- Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Wyndham’s established guidelines. Investigate and critique variances to budget or to prior year and offer practical improvement methodologies to management
- Monitor the capital planning process by assisting management with the calculation of return on capital improvements, gathering support and monitoring the bid process, and ensuring proper upkeep of the property by evaluating scope of work and specifications
- Analyze financial data and operations in order to assist and advise management in maintaining the hotels’ financial objectives
- Ensure implementation and completion of all Accounting Key Competencies, both management and hourly
- Ensure the proper utilization, maintenance and periodic upgrades of all equipment
- A minimum of 6 years of related progressive experience in hotel Accounting or related field; or a 4-year college degree with an Accounting/ Finance concentration and a minimum of 2 years of related progressive experience; or a 2-year college degree and a minimum of 4 years of related progressive experience
- Maintain regular attendance in compliance with Wyndham Standards, as required by scheduling, which will vary according to the needs of the hotel
- Maximize efforts towards productivity, identify problem areas and assist in implementing solutions
- Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary
19
National Account Director Financial Services Resume Examples & Samples
- Required minimum of 5-10 years’ experience selling
- Required proven track record of establishing new business
- Proven track record conducting presentations
- Required minimum of five years Real Estate Information Industry experience and knowledge
- Must have developed business contacts with lenders, servicers, investors, secondary market and hedge fund companies. (See above)
- Must have proven sales record in the Real Estate Information Industry
- Excellent professional verbal, written, interpersonal and presentation skills
- Excellent planning, organizational and territory management skills
- Strong computer skills in: MS Office Suite, Salesforce.com, LinkedIn and Excel
- Competitive commission plan structure which focuses on new account revenue
20
Director, Financial Services CIO Advisory Resume Examples & Samples
- Lead and support business development activities for individual financial services client opportunities, such as identification and proposal development, while working with the appropriate KPMG resources from other service lines and asset management industry
- Help execute the day-to-day activities of information technology advisory engagements for a variety of clients including process design, package implementation lifecycle support, information management, data optimization and project reviews
- Evaluate the design and effectiveness of technology controls throughout the business cycle
- Identify and communicate findings to senior management and client personnel
- Ten years of consulting experience, preferably in the financial services industry
- Bachelor’s degree in Accounting, Business, Computer Science, or related field from an accredited college/university
- Strong background working in and around back office, middle office, technology, and/or project functions with firm understanding of front to back trade flows, leading vendor systems, and/or industry protocols
- Knowledge of data management infrastructure that includes data warehouse, Master Data Management reference data operational stores, and near real-time movement of data through continuous flows
- Ability to work independently and demonstrated ability to direct others while managing the demands of an ever-changing environment
21
Director IT Financial Services Resume Examples & Samples
- Responsible for directing corporate IT organization that has an understanding of the business drivers, business processes, and business priorities within PACCAR Financial, PACCAR Leasing and Corporate
- Provide strategic vision and leadership benefiting the transformation and systems improvement efforts for PACCAR Financial and PACCAR Leasing’s global business
- Project direction responsibilities include overseeing the creation and progress of project plans, requirements, budget, schedule, communication, and delivery aligned with the overall IT strategy
- Enhance IT department accountability with researching emerging technology, solutions and vendors in addition to industry best practices that could be applied to address business needs
- Oversee the creation, executive review and execution of product deployment; business integration, and Project Proof of Concepts, as required
- Direct, develop and mentor team members in business liaison skills, vendor engagements, requirement definition, recommendation/proposal development, as well as project management
- 10+ years managing in information technology with a focus on financial services
- Must have broad and in-depth understanding of system design, development and support processes, including experience managing external vendor suppliers and strategic partners
- Experience in business and contingency planning, security, disaster recovery and voice and data communications
- Solid experience leading professionals with an understanding of the Systems Development Life Cycle
- Proven project management expertise in the planning, implementation & integration of large scale IS projects
- Demonstrated strong project management skills combined with being a self-starter
- Demonstrated strong leadership with a proven record of team-building skills, possess the technical knowledge to work with top IT talent and have the organizational savvy to work across multiple global business units
- 15% Travel Required
- Bachelor’s Degree required, MBA or MS in business, systems engineering, information systems preferred
22
Director of Financial Services Resume Examples & Samples
- Serve as chief financial officer for the College. Develop, assess, and administer complex College budgets, projections, and spending plans. Analyze, forecast, and negotiate funding, advise the Dean and make recommendations for short and long-term planning. Make spending decisions that support College operations and goals. Serve as resource and advisor to the Dean and College leadership on various fiscal matters, such as policies pertaining to new funding initiatives, cost sharing agreements, operation of departmental "cost centers," additional compensation, and faculty startup agreements
- Lead the College's transition to the new campus-based budget model, exercising considerable initiative and judgment in providing advice and guidance to the Dean, Chairs and College leadership on best practice financial management that will create monetary and operational efficiencies to both maximize the potential of the new budget model and ensure attainment of the College's strategic goals
- Analyze and manage Continuing Education and Revenue Based Trust Funds accounts. Discuss all budgetary components and spending plans with Deans and Chairs
- Ensure monthly account reconciliation with the University's central accounting systems for all accounts. Develop, improve and maintain the College's financial information systems including database management. Establish and maintain records and reports for the Dean's Office and the College. Maintain a historical record of those reports
- Work with the Director of Human Resources to design and maintain spreadsheets or databases for payroll history and future projections. Monitor and track all one-time and on-going commitments for the Dean's Office. Regularly monitor expenditures in accounts, identify problems and advise the Dean on how best to resolve issues using available funding sources
- Facilitate communication flow between Dean's Office and Departments regarding fiscal matters. Work collaboratively with department chairs and staff to advise, guide and resolve financial issues. Provide oversight and work collaboratively with departments to ensure accuracy and compliance with university policy and procedures. Serve as primary liaison to the Provost's Office or other University offices regarding budgets and financial commitments. Supervise Financial Services Office staff, including recruitment, selection, training, evaluation, and work assignment. Proactively address issues related to supporting a positive work environment for staff, such as workload, professional development and relationships with faculty and students
23
Financial Services Workday Director Resume Examples & Samples
- Shared service and outsourcing, finance transformation, performance management, financial systems optimization, and talent management
- Strategy development as well as leveraging PC applications (i.e. Microsoft Word, Excel, PowerPoint and Project) and business levels of fluency in multiple languages to write, communicate, facilitate, and present cogently; to and/or for all levels of industry audiences, clients and internal staff and management, including development and delivery of business proposals, conferences and whitepapers
- Identification, obtainment and processing of critical data (e.g. benchmarks) to challenge the status quo through innovative thought leadership in the application of standard industry practice solutions for high performing finance functions, including the following
24
Director Enterprise Intelligence & Data Management Financial Services Resume Examples & Samples
- Master degree in a relevant field (computer science, business/commercial/civil engineering, etc.) or equivalent by experience
- Solid understanding of the principles of Enterprise Intelligence & Data Management (Data Governance, Data Quality, Data Analytics, Data Modelling) / Data warehousing (ETL, relational DB, datamarts), and how they translate into specific solutions for the financial services industry
- Relevant professional experience (10 - 12 years) in a similar role and environment, in a client facing and delivery role
- Deep sector-specific knowledge, as well as a solid network in the financial industry
- Proven business development capabilities, with a strong track record in professional services, successful in both sales and people management
- Excellent written and verbal communication & presentation skills
- Fluency in Dutch and French; proficient level of business English
- Ambition, drive and client focused attitude
- Conceptual thinking and pragmatic approach
- You further develop and market our Enterprise Intelligence / Data Management solutions, in cooperation with other EY local and international business practices
- You leverage client relationships to drive new business opportunities
- You lead Enterprise Intelligence / Data Management engagements at the client
- You manage engagements by organizing staffing, tracking financials, and monitoring deliverables
- You develop people through supervising and coaching staff
- You build strong internal relationships within EY Advisory and with other service lines across the organization
25
Financial Services Analytics Director Resume Examples & Samples
- Financial and/or econometric modeling focus
- Consumer and/or commercial credit risk models, mortgage prepayment models, stress testing models, and/or complex discounted cash flow models
- Along with the business processes in which they are embedded
- Techniques for analysis of complex financial services data, including programming and computational techniques for large data sets and quantitative analysis; and
- Statistical techniques for analyzing financial data, including, linear regression analyses, logistic regressions, time series analyses, and survival analyses
- Utilizing advanced statistical/econometric modeling techniques, complex Excel-based spreadsheet models, and SAS programming skills, especially Stata, R, or SQL
- Leading and managing business development opportunities and/or engagements from pre-sale and initial scoping through final delivery and signoff
- Developing strategy; as well as writing, communicating, facilitating, and presenting cogently; to and/or for all levels of industry audiences, clients and internal staff and management within applicable analytic domains and modelers
- Engaging with and support executives in a decision process that is strengthened by analytics, leading teams or stakeholders through the analytic process in a business-setting and translating analytic insight into business value and ongoing management capabilities; and,
26
Director of Business & Financial Services Administrator Resume Examples & Samples
- Initiate and set up Endowment and Foundation accounts and thereafter monitor and advise Dean of account activity
- Represent the Campus in budget related interactions with Academic Affairs, the Research Foundation, and Campus departments, programs and centers. Ensure timely and efficient management of a wide variety of complex problems
- Initiate analyses of current budget problems, anticipated budget problems or both to recommend to the Dean and implement approved policy changes as necessary
- Advise department and program personnel on appropriate and strategic use of funds
- Manage and allocate faculty recruitment funding
- Analyze budget resources and project year-end balances and carry-forward funds
- Oversee the IV Campus Associated Student Council’s financial transactions
- On a weekly basis review and approve all credit card purchase transactions for all campus staff. (PP, Business Services, IT, Brawley)
- Serve as first level HEERA-designated supervisor for staff within the College. Work closely with Academic Affairs and the Center for Human Resources to provide guidance and assistance to Campus administration, Department Chairs, Program Directors, and their staff in the areas of employer/employee relations, including interpretation of applicable Collective Bargaining Agreement provisions, performance evaluation processes, grievance handling, and other personnel matters. Develop and implement strategies for resolving personnel matters
- Initiate the staff recruitment process including reviewing and preparing position descriptions for all staff positions on campus. Preparing PARs and STFs when required. Manage the recruitment, retention, and reassignment of Campus staff personnel. Post recruitment ads for staff and faculty positions ensuring CSU requirements are met
- Work with San Diego’s Center for Human Resources to make available workshops and other resources to the staff and faculty of the IV Campus
- Prepare and present detailed analysis of data related to campus operations as needed
- Participate in meetings to train and orient new faculty and staff personnel
- Serves as resource for various departments, divisions, organizations providing data and/or preparing various reports
27
Financial Services Analytics Director Resume Examples & Samples
- Creating and applying analytic frameworks to solve complex business problems and strengthening decision making capabilities at senior levels
- Leading and directing analytic teams that have influenced business models and influenced strategic direction within the Financial Services Industry
- Identifying, obtaining and processing critical data (e.g. internal client data, external public data, and new sources of data) to challenge the status quo through innovative thought leadership in the application of quantitative methodologies to improve decision-making in marketing, sales and operations
- Identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships
- Developing strategy; as well as write, communicate, facilitate, and present cogently; to and/or for all levels of industry audiences, clients and internal staff and management within applicable analytic domains
- Engaging with and supporting executives in a decision process that is strengthened by analytics, leading teams or stakeholders through the analytic process in a business-setting and translating analytic insight into business value and ongoing management capabilities
- Leading the development of advanced business analytics and data mining solutions
- Generating a vision, establishing direction and motivating members, to create an atmosphere of trust, leveraging diverse views, coaching staff, and encouraging improvement and innovation
28
Financial Services Marketing Associate Director Resume Examples & Samples
- Create engagement and increase work with current clients
- Open doors and build relationships with new clients
- Create demand in new market segments; and
- Help grow market share through strategies that support customer acquisition, engagement, loyalty, and cross-sell
- Support growth of our Consulting practices
- Define and implement a marketing plan that leverages Accenture’s High Performance brand positioning and measurably supports growth of our Banking business in NA
- Oversee marketers who support growth in our Banking, Insurance and Capital Markets business in NA
- Organize and run the FS marketing function in NA, including managing marketing talent, setting plans, budget and reporting metrics
- Provide guidance on marketing-related matters to the local FS leadership (managing directors, practice leads, client service group leads, client account leads)
- Provide guidance and support on internal communication and driving employee engagement to the FS NA managing director
- Act as Marketing SPOC for client account leads in FS NA
- Ensure that all global marketing policies and procedures are followed
- Travel domestically/internationally up to 5% - 10%
- Minimum of 12 years’ experience in integrated marketing
- Minimum of 10 years’ experience executing and/or leading digital marketing programs for digital agencies or client marketing organizations, with a strong focus on client acquisition and engagement, networking strategies, digital media, cross-channel campaign management, personalization, data management, and digital analytics
- Prior experience in management consulting, technology consulting or digital agency an asset
- Knowledge of Accenture's areas of business including, for example, consulting and technology services
- Leadership experience in a cross-cultural context
- Digital / social media marketing experience
- Content-development / content-shaping skill and experience
- Ability to originate and apply marketing concepts in an industry-specific, B2B environment
- Deep knowledge of marketing strategy and planning in a B2B environment
- Strong implementation orientation and focus on delivering ROI
- Excellent oral and written communications skills and presentation skills
- Data-driven thinker
- Excellent written and verbal communication skills; ability to communicate with senior marketing leaders and C-level executives
- Professional attitude and service orientation; team player
- Broad overall business acumen
29
Director, IT Development Financial Services Resume Examples & Samples
- Lead the overall solution delivery lifecycle from business/technical requirements, including architecture; through design, code delivery, testing, deployment and support
- Grow and transform the organization to enable continuous delivery leveraging Agile, DevOps and extensive automation
- Direct and manage external vendors and consulting teams for large scale projects and ensure successful delivery of complex projects and timelines
- Lead efforts to ensure the workplace environment supports a highly motivated and effective workforce focused on continuous improvement and best practices
- Possess a thorough understanding of financial system solutions delivery and implementation in a consumer loan/ lease environment and or captive environment
- Proven ability to engage successfully with senior executives and business leaders to understand and translate business requirements into technical solutions and roadmaps
- Strong leadership skills and the ability to build work across an organization that is experiencing rapid growth
- Strategically-minded, contributing to the development of a coherent overarching strategic vision for the company
- A hands-on leader; broadly shares responsibility and accountability of both routine and important tasks and decisions
- Holds others accountable by monitoring progress and results, and giving effective feedback; able to make tough decisions when appropriate
- Demonstrated ability to build trust and strong cross-functional relationships across an organization to achieve common goals
- Takes a constructive and proactive approach to problem solving
- Professional with a high degree of integrity and honesty
30
Customer Financial Services Director Resume Examples & Samples
- Bachelor’s degree in accounting, finance or business or a related field required
- 10 + years of credit and collections and related work experiences, including credit assessment skills, working and monitoring delinquent and high risk accounts required
- Ability to negotiate effectively with customers while maintaining customer satisfaction required
- Highly motivated, leader with excellent communication skills who can work well under pressure
- Foster an environment of continuous improvement within teams in order to achieve excellent service to both external and internal customers
- Previous people mentoring, motivating, and managing experience required
- Must possess the ability to work with changing priorities and deadlines
- Must have proficiency with Excel and strong working knowledge of ERP systems
- Moderate travel may be required
- Fluent English and other languages desirable
31
Director, Financial Services M&A Resume Examples & Samples
- Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 companies and private equity investors with a focus on financial services deals
- Eight years of experience in one of the following with a Top Ten public accounting firm: accounting, advisory, financial audit, or transaction experience along with five years of experience working for or with financial services clients
- Travel may be up to 80-100%
32
Associate Director, Financial Services Resume Examples & Samples
- 4-6 years of professional experience in tier 1 management consulting firm or in-house consulting companies for the financial services industry with a focus on business transformation topics, e.g. restructuring, outsourcing, operating model design, lean banking, process optimization (background in credit, private banking/wealth management, retail or investment banking and/or capital markets is a plus)
- Master’s degree (required) in economics, finance, engineering, or business
- Proven success in project management and strong interpersonal and leadership skills with the ability and experience to guide small to mid-size project teams effectively
- Strong business acumen and client management skills
- Excellent organizational and communications skills, both verbal and written
- Fluent in German and English (additional language skills, e.g. Italian or French, are a plus)
- High level of initiative and responsibility with a dedication to quality
- Comfortable with extensive travel to client locations; international travel possible
33
Financial Services Director, North Asia Resume Examples & Samples
- Design and develop FS solutions for Brightstar’s customers
- Own, manage and monitor the performance and profitability of the solutions that are implemented
- Ensure business and operations processes for these solution are optimized and there is visibility of financial and business operations KPIs
- Manage, recruit and develop team members (direct or virtual), ensuring organization is properly resourced to deliver against customer service agreements
- Retail / Telco industry or commercial and consumer financing background preferred; mobile handset experience preferred
- Highly numerate and excellent analytic capability with ability to lead development of complex commercial models that optimise sales and financial outcomes
34
Senior Director, Financial Services Resume Examples & Samples
- 10+ years related work experience in the financial services industry and/or with a regulatory agency
- Bachelor's degree from an accredited college/university
- Strong technical knowledge of regulatory requirements and understanding of the financial services industry
- Demonstrated track record of success managing projects and leading teams
- Relevant professional certifications, preferable
35
Financial Services Credit Risk Director Resume Examples & Samples
- Leading or playing a significant role in commercial lending and credit process redesign initiatives, such as streamlining credit approval processes, better aligning deal team execution and delivery to client segmentation schemes, implementing Basel II process redesign initiatives, redesigning risk management organization or functional responsibilities, enhancing loan review processes, and/or enhancing loss mitigation/recovery processes
- Creating and executing design and application of commercial credit risk reporting and analytics in a financial services organization
- Driving credit policy, financial planning, portfolio management, and allowance for loan loss discussions; and,
- Selecting, implementing and/or using commercial credit risk workflow, analytics
- Leveraging experiential know-how of a wide range of commercial loan types, including C&I, CRE, ABL, Leasing, etc.; and,
36
Financial Services Director South Asia Resume Examples & Samples
- Lead the development of commercial terms and pricing models for FS solutions in partnership with Global Services, Regional Sales, Finance and Legal
- Define the key solution requirements to guide/direct IT and operations on the development and implementation of FS solutions
- 10+ years’ experience in Financial Services Commercial Management roles, ideally in large multi-national companies
- Bachelor’s degree in business /financial discipline
- Experience with Financial Services product design, structuring and development, as well as marketing
- Highly numerate and excellent analytic capability with ability to lead development of complex commercial models that optimize sales and financial outcomes
- Advanced stakeholder management, interpersonal, relationship building and negotiation skills. Ability to create relationships with, manage and influence senior stakeholders, supported by strong communication skills (oral and written)
37
Director / Financial Services Resume Examples & Samples
- Ensures the completeness and accuracy of the departmental segment of the financial statements, annual budgets and reports prepared for internal and external use
- Oversees the daily operations of the departments specific accounting function and plans departmental workload
- Develop service line financial proforma models that can be used by regional partners
- Maintain and further development of Regional Management Fee and Margin Analysis
- Participate with Regional Partners in development of the annual long term forecast and budget process and presentations
- Work on joint financial projects with Regional Physician Network
- Design and develop Board/Executive quality financial related presentations
- Develop and assist in delivery of new CHS Value Services to Regional Partners
- Assist with/lead Regional Finance related projects
- Ensures the System's records and financial statements are maintained in accordance with generally accepted accounting principles
- Ensures compliance with requisite document retention requirements
- Manages the maintenance of departmental procedures and System policy manuals and recommends improvements. Coordinates changes with leadership
- Monitors workload and methodologies used to achieve results, making recommendations to improve efficiency and/or achieve cost savings whenever possible
38
Financial Services Director Resume Examples & Samples
- ERP systems, especially SAP
- Knowledge of OFM procedures and requirements
- Strong hands-on experience with Microsoft Access and Excel
- Assure compliance and staff productivity in a controlled environment
- Strong knowledge of systems integration
- Manager training and coordination
- Ability to communicate effectively across the Agency
- AFRS (Agency Financial Reporting System)
- Budget Development System
- Budget Reporting System
- Enterprise Reporting System
- Allotment System
- Fiscal Notes System
- Salary Projection System
- Capital Asset Management System
- Department of Revenue – Quarterly Tax Reporting
- HRMS Payroll System
- Performance Management System
- SAP Netweaver Portal
- State Financial Disclosure Form
- Web Intelligence
- Altru
- Financial Edge
- Cybersource/credit card gateways
- Ventek
- WebPortal
- A detailed letter of interestdescribing your skills and experience as they relate to the qualification outlined in this job announcement; and,
- A list of at lease three professional references, including contact information for all supervisors for the last five year period
39
Financial Services Director BMW of Bellevue Resume Examples & Samples
- Setting a clear vision and goals for the Financial Services team to achieve targeted performance
- Building lender and other vendor relationships; ensuring proper lender mix
- Ensure timely funding of all contracts and control of contracts in transit; obtain resolution of all returned contracts
40
Director, Financial Services Transformation Resume Examples & Samples
- Helps lead digital transformation initiatives that employ design methodologies to drive improved engagement, customer satisfaction, and client revenues/profitability, with a focus on banking, insurance, asset management, and Fintech/Insuretech clients
- Create compelling POVs and thought leadership to build KPMG Digital education, awareness, and credibility, both within the firm and among partners and clients externally
- Develop and maintain a fluency of the KPMG Design and Innovation methodologies, case studies, and offerings
- Develop deep understanding of client needs, challenges, strategies, and product and service offerings
- A minimum of eight years’ experience in the digital transformation space with a strong understanding of design and innovation methodology, digital technologies, trends, design thinking, and methodologies
- Bachelor’s degree in an appropriate field from an accredited college/university
- Experience in digital strategy and growth executive with expertise in the sale and delivery of complex digital experience strategy and design consulting engagements, with particular depth in the Financial Services space
- Must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
41
Director of Financial Investigations & Dispute Advisory Services Resume Examples & Samples
- Should be recognized as an expert and have testified on numerous matters at deposition, and trial
- Experienced as an arbiter or in arbitration matters
- Recognized as a generator in the area of business development and sales
- Recognized professional industry pertinent associations
42
Director Customer Financial Services Resume Examples & Samples
- Works with independent NAPA store owners providing guidance in key performance areas. Work includes reviews of financial health including audits (financial and operational), review of financial statements, and identification of areas of improvement. Particular attention is paid to standard financial statements including determining profitability, evaluating cash flow and performance against budget, and balance sheet health to include evaluation of capitalization. Advises owners on obtaining financing via loans with variety of partners
- Advises owners regarding mergers and acquisitions. Identifies strengths and weaknesses of the business, helps determine suitable targets for acquisition and enhancement of the business (e.g., services offered, geographic area covered, etc.), and assists in negotiations for acquisition and integration of target company assets
- Works with owners to devise plan for succession planning to ensure seamless transition from one owner to the next. Performs business valuation, identifies and grooms succession target, and assists in transition as necessary
- Creates, modifies, and adapts strategic planning for owners to maximize growth, set long-term development goals for the business, and creating/adapting operational plans to achieve identified priority goals
- Supports distribution center management team by identifying potential issues with owners and providing solutions (e.g., owners experiencing payment problems). Develops and drafts proformas for new store creation with input from management and owners. Reviews proformas created by management for accuracy
- Trains team on identifying key financial ratios needed to operate a store successfully, how to read and interpret financial information generated, and how to provide active solutions required by owners
- Provides support in making sure each Growth Capital owner is performing at peak levels and fits within the program parameters as prescribed. Identifies any issues, determines corrective course of action as needed working with any required company or owner representatives, and implements plans to get owner back on track
- Keeps division management informed on all transactions with potential to create a material impact either positively or negatively
- Prospects potential store owners through website submissions, franchise owners organizations, and competition. Arranges meetings and presentations on benefits of NAPA store ownership
- Identifies and completes competitive acquisitions through field generated leads when confidentiality is a high priority. Manages store owner contact, site visits, proposals, deals, and seeks approval from senior management team
- Invites prospective new owners to meetings and presents benefits of owning a NAPA store. Arranges/attends meetings with potential store owners and executive management
- 5-10 years of commercial lending experience, or similar financing or accounting background involving underwriting, acting as relationship management, business development, or loan structuring
- 10 years of sales experience of a business opportunity or franchise
- Accounting/Finance background
- Demonstrated ability to maintain confidentiality and operate in a discrete manner
- Creativity, strategic thinking, and the ability to influence
- Demonstrate customer service and negotiation skills
- Ability to work independently with minimal direction/supervision
- Must have good presentation skills and be comfortable speaking in front of groups
- Able to develop as a “Trusted Advisor” to field executives and store owners
- Able to travel up to 50% of time
- Work performed in typical office environment
43
Financial Services Director Resume Examples & Samples
- Assessing compliance risks and controls,
- Developing and implementing compliance supervisory and control solutions,
- Assisting with the response and/or remediation associated with regulatory actions
- Identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection
- Leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation
44
Director of Financial Services & Occupancy Management Resume Examples & Samples
- Budget and finance of a $130 million enterprise auxiliary operation (including numerous revenue streams, operating budgets, debt service, capital construction, etc.)
- Business analysis and fiscal control of its multiple business units (residential programs and services, campus dining services, housing facilities services, CU conference services, administrative units, and information technology)
- Control and integrity of over 9,000 student housing accounts
- Management of processes and payments for capital construction debt obligations of $451M
- Oversight of occupancy management efforts of the department, including database and application administration for the housing management system, StarRez
45
Account Director Consumer Financial Services Unit Resume Examples & Samples
- Position requires exceptional oral and written communications skills and knowledge of financial services marketing, digital, social and public relations strategies, techniques and procedures in order to manage financial services marketing, public relations, social and digital campaigns or projects. A bachelor's degree in mass communications, public relations, English, journalism or a closely related field is required. Masters degree is preferred
- Work requires knowledge of marketing, digital, social and public relations strategies and evaluation techniques, and skills necessary to deal effectively with clients - normally acquired through 7-10 years of progressively more responsible work experience, preferably in an agency setting with financial clients
- Position requires extensive knowledge and understanding of the financial industry including FINRA regulations in relation to communications and how it may impact the industry
- Work requires interpersonal skills to effectively interact with a variety of influential internal, external, client, and industry personnel, to represent clients to various groups, and to lead, direct and mentor subordinate staff
- Position requires problem solving and conceptual skills to recommend approaches and methods; to plan, coordinate, and evaluate campaigns or projects; to prepare reports and analyses; to project trends and developments in the field; and to recommend short-term and long-range goals and strategies based on such
46
Senior Director Financial Services, Latam Resume Examples & Samples
- 10+ years’ experience in a successful and established financial services organization with an exceptional track record of establishing and executing effective stakeholder matrix partnerships
- Bachelor’s degree in business, finance, engineering or related discipline; MBA a plus
- Excellent financial modeling skills and extensive experience with the application of financial modeling to leasing and other financial product proposals
- Strong understanding of securitization credit risk and cash flow modeling techniques
- Excellent knowledge of the financial services and solutions business, services sales, marketing, and go-to-market strategies and methods
- Ability to work collaboratively with all major stakeholders, including Key Account Manager, Practice Leaders, and Business and Services Delivery management, to successfully identify and close profitable financing services opportunities
- Strong customer relationship management and interpersonal skills
- Ability to create and articulate customer value propositions for financing services solutions offerings
- Knowledge of assigned customers’ businesses and Industry segment(s)
- Exceptional leadership/People skills; able to manage and influence across multiple cultures & disciplines
- Team player and excellent communicator – particularly in customer presentations
- Comfortable working to tight timeframes, autonomous, and a proven self-starter
- Clear and logical reasoning, structured problem solving approach. Extremely proficient; creative, organized, analytical, results oriented
- Track record of overcoming internal and external obstacles to sales
- Understanding of and/or experience in entrepreneurial business models and environment/culture
47
Client Director Financial Services Resume Examples & Samples
- Proactively lead a joint company-strategic account planning process that develop mutual performance objectives, financial targets, and critical milestones for a one year, eighteen month and three-year period
- Represent the entire range of company products and services to assigned customers, while leading the customer account planning cycle and ensuring assigned customers’ needs and expectations are met by the company
- Establish productive, professional relationships with key executives in assigned customer accounts
- Coordinate the involvement of all cross functional resources, including support, service, and multi-level management resources, in order to meet account performance objectives and customers’ expectations
- BA/BS or equivalent work experience
- 8-12+ years of experience selling transformative enterprise level financial services solutions to a F100 bank
- Experience directly managing a team or indirectly managing a large network of resources to achieve customer and company objectives
- Comprehensive understanding and proficiency in complex software relationship selling
- Strong listening, communication, and negotiation skills
- Deep thought leadership in emerging financial products and technology solutions
48
Industry Managing Director Financial Services Resume Examples & Samples
- Assist account teams to develop financial services content and relevance, to enable CXO and Senior Lines of Business conversations
- Develop industry specific sales content for internal VMware use
- Develop and support, jointly with the Globals sales and pre-sales leaderships, strategic initiatives and programs
- Work with VMware marketing teams to present an industry point of view, as well as VMware’s value proposition to the industry
- Create content that outlines industry trends, challenges, and opportunities for VMware
- Utilize experience to document use cases and scenarios for use by VMware product teams
- Guide and collaborate with VMware Product Management, Engineering and Office of the CTO teams on future state needs as well as on innovative ideas to monetise opportunities for VMware in the financial services industry
- Actively engage on a quarterly basis, with the global accounts sales teams by providing thought leadership and working on account strategy and planning, project and program management, enablement, etc. This includes
- 10 - 15 years of experience in the financial services industry (driving a digital agenda for organizations, via working in IT or a line of business in a financial services organization, or from working in one of the Big 5 consulting companies)
- Strong consultative mind-set and ability to uncover business challenges
- Excellent interpersonal, verbal and written communication skills coupled with strong leadership and problem solving abilities
- Credible customer-facing and executive presence
- Excellent relationship building skills and business acumen
- Ability to lead, orchestrate, guide, mentor and motivate, particularly an internationally diverse team
- A holistic and detailed understanding of IT and how technology can accelerate business growth with an understanding of security threats and breaches
- Seen as Industry thought leader with in-depth understanding of the trends, opportunities and impact of technology to the financial services industry, in a “digital world”
- Ability to create assets such as white papers, presentations, and Blogs
- Ability to run seminars, workshops and forums with different stakeholders, including executive level
- Demonstrable experience of public speaking, especially at industry events to large audiences; ideally press trained and experienced in seeing and discussing “the big picture”
- Thrives under pressure and able to work in fast pace and dynamic environment
- Enthusiastic, self-starter with a charismatic personality
- Ability to manage multiple priorities and deadlines
49
Director, Financial Services IT Operations Resume Examples & Samples
- Support proposal and business development activities by identifying new target clients, building business relationships with key executives, and developing/presenting proposals
- Serve as a leader in recruiting and retention efforts to grow and develop the practice
- A minimum of eight years of experience in technology project management, business process, process delivery and/or information systems within an audit, tax, and/or advisory firm
- Experience with IT development concepts and systems development life cycles
- Strong background working as a business or technical analyst with firm understanding of front to back trade flows, leading vendor systems, and/or industry protocols
50
Financial Services Director Resume Examples & Samples
- Previously been a member of a high performing Financial Services or Sales team, accountable for delivery of outstanding business performance and customer experience
- Worked in an environment where your strong communication skills have created engaged teams who are understand and are aligned to the organisations purpose and vision
- Experience of leading teams in a fast paced, demanding environment
- Experience of managing in a regulated environment
- Proven experience of high performance
- Ability to observe and assess individuals providing feedback and offering coaching
- Analytical ability to enable fast and sound decision making
51
Director of Operations, Financial Services Resume Examples & Samples
- Provides strategic direction and management to assigned areas within Financial Services to ensure efficiency and compliance with applicable policies, regulations and controls
- Participates as a member of the financial management system project
- Actively participates in cross-department business process reviews to improve the overall efficiency and operational excellence of university business processes
- Ensures the needs of ASU colleges and departments are considered while proactively identifying opportunities to improve business processes, and communicates subsequent changes
- Prepares summarized executive level reports, including financial analysis, after researching complex issues
- Prepares complex pro forma statements and financial modeling, using university data warehouses and other resources
- Serves as a member of the University Management team, and represents the University on committees, at conferences etc., as assigned
- Responsible for the supervision of employees including hiring, performance evaluations, discipline etc. for areas of responsibility
- Promotes University Affirmative Action/Equal Opportunity goals and objectives
- Commuting between various ASU locations
- Demonstrated knowledge of ASU business processes and systems
- Senior management experience in a university environment
- Evidence of a bachelor’s degree in accounting or related field
- Experience in working in a fast-paced continually changing deadline driven environment while maintaining multiple priorities
- Experience in taking ownership of an area, including staff assessments, understanding staff duties and responsibilities, making key decisions, communicating areas of concern, and proposing actions in a clear and concise manner, including possible downstream impacts
- Experience in asking relevant questions, providing input, proposing changes and anticipating consequences of proposed actions
- Experience in preparing executive summaries and complex financial reports, including financial modeling, using ASU data warehouses
- Evidence of a Driver's License
