Financial Services Manager Resume Samples

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A Parker

Allie

Parker

815 Janiya Road

Houston

+1 (555) 467 6983

815 Janiya Road

Houston

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Experience Experience

Detroit, MI

Financial Services Manager

Detroit, MI

Fisher-Schuppe

Detroit, MI

Financial Services Manager

Assist Clients on Group Risk Management and support the Board Risk Management Committee in reviewing the risk management across the group
Assist in fact finding, relationship management and implementation of action plans during credit workout or asset disposal of troubled dealership loans
Provide financial management advice to dealers on cost consolidation, cost saving measures, and potential improvements in financial operating efficiencies
Partner with dealers to create and implement action plans to improve performance
Develop and maintain productive relationships with client management throughout the project while establishing expectations of value to be delivered
Work collaboratively with all partners, staff, Executive Assistants and the Director Finance while conducting all work related to clients of the firm
Develop and implement risk management control frameworks covering governance, policies, procedures, process and controls

Philadelphia, PA

Customer Financial Services Manager

Philadelphia, PA

Sanford-Hermann

Philadelphia, PA

Customer Financial Services Manager

Expected to complete a number of recurring reports and make recommendations for improvement
Sales Management
Strong work-ethic and commitment to business principles
Assists with presentations and attends meetings
Working within a multicultural environment
Working within global process/policy design
Accurately maintains, updates and documents the credit files

present

Detroit, MI

Senior Financial Services Manager

Detroit, MI

Ziemann LLC

present

Detroit, MI

Senior Financial Services Manager

present

Observe team personnel and provide management with input, both successes and opportunities for improvement
Provide telecom contract management including contract inventory and renewals
Develops and maintains relationships with key financial services providers
Provide issues and action item management for inquires, billing disputes and carrier related issues
Validate carrier proposals using current billing data by providing financial analysis
Improve team processes and documentation
Facilitate team participation in internal and customer projects, working cross functionally across internal and customer groups

Education Education

Undergraduate Degree in Computer Science

University of Southern California

Undergraduate Degree in Computer Science

Skills Skills

Sharing your knowledge and developing engagement tools and enablers to build capability for the practice
Great attention to detail with strong numeracy skills
Strong knowledge of GAAP, account reconciliations and familiarity with the chart of accounts
Leadership – Strong organizational and planning abilities, teamwork and interpersonal skills with the ability to communicate and execute strategies
Proficient in Microsoft Office: Excel and PowerPoint (pivot table, formulas)
3-4 years of professional experience. Desirable type of experience: Financial Planning, Financial NCB´s and Controllership
Learns quickly and is motivated to apply new knowledge
Proficient in use of Excel
Leading and coaching diverse teams of professionals with different backgrounds
Excellent collaboration and teaming skills in diverse environments

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15 Financial Services Manager resume templates

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Financial Services Manager Resume Examples & Samples

Completion of the Financial Services Manager development program at BMO or at least one year of customer service experience training at another financial institution
An asset if you have completed the CSC/IFIC and can be eligible to be a Registered Investment Sales Representative (RISR) and lending qualified
Candidates who do not meet the minimum requirements will be considered an Financial Services Manager in-training until they have fully completed the requirements to become a fully qualified Financial Services Manager. Schedule: Full-Time. Must be fully flexible for any days & shifts from Monday to Saturday

Financial Services Manager, Fully Qualified Resume Examples & Samples

Proactively contact customers: make out-bound calls from leads and multiple customer databases
Attend and actively contribute to daily and weekly branch meetings
Meet with Branch Partners to discuss appointments and cross-referral opportunities
Consult Learning Library as needed to reinforce and supplement knowledge gained in training courses
Discuss performance and complete Coaching for Performance Assessment with Branch Manager bi-weekly

Financial Services Manager Resume Examples & Samples

Sales oriented with a demonstrated ability to proactively listen, identify sales opportunities and solve problems
Strong communication and relationship-building skills
Solid multitasking and decision-making skills
Demonstrated flexibility to adapt to a constantly changing environment
Willingness to enroll in external courses and pursue continuous learning

Financial Services Manager, Life Actuarial Resume Examples & Samples

Alternative Investments
Moses Modelling
Shareholder Value
Claims Advisory Services
Pensions Strategy
Track record with a blue chip consulting firm and/or a blue chip firm
Developing industry profile through client and industry activities
Strong academic record including a degree and professional actuarial
Professional attitude/demeanour, honesty
Strong project and people management skills

Financial Services Manager Resume Examples & Samples

Personal Lending Qualification (PLE/ALD) for a minimum of 12 months and Term Investment Qualification
Passion for helping customers (Customer Conversations)
Sales oriented with a demonstrated ability to proactively listen and identify sales opportunities
Willingness to enrol in external courses and pursue continuous learning

Financial Services Manager Resume Examples & Samples

Engage customers in complete,needs based conversations to simplify the complex,understand our customers’ needs, and guide them with the right options and solutions
Document identified opportunities,and changes to customer situations and potential needs
Proactively contact customers:make out-bound calls from leads and multiple customer databases
For internally-delivered courses, complete all pre-work,pre-reading,and attend all virtual classroom sessions leading up to and between off-role courses
In preparation for RISR exam,dedicate 1-2 hours per day to self-study
Conduct one customer appointment with BM side-by-side bi-weekly,and receive feedback
Adhere to Bank Policies and Procedures for the prevention of loss due to fraud,counterfeiting,money laundering or defalcation,identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering
Protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements,and established yield,quality,diversification and risk guidelines
Comply with all regulatory,legal and ethical requirements

Financial Services Manager Resume Examples & Samples

Engage customers in complete,needs based conversations to simplify the complex, understand our customers’ needs,and guide them with the right options and solutions
Adhere to Bank Policies and Procedures for the prevention of loss due to fraud, counterfeiting,money laundering or defalcation, identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering
Protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements,and established yield, quality,diversification and risk guidelines

Financial Services Manager Resume Examples & Samples

Engage customers in complete,needs based conversations to simplify the complex,understand our customers’ needs,and guide them with the right options and solutions
Adhere to Bank Policies and Procedures for the prevention of loss due to fraud, counterfeiting,money laundering or defalcation,identify and report suspicious and other reportable transactions or patterns of activity that are suspected to be related to money laundering
Protect the Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements,and established yield, quality, diversification and risk guidelines

Emeia Fso-financial Services Manager Resume Examples & Samples

Managing the end to end process for the clients in your portfolio, which will include opportunity identification right through to delivery
Being the day to day contact for the clients in your portfolio
Working with a wide range of individuals, both internal and external, from across the globe
Providing insightful, advice to clients on a range of tax issues
Ensuring a high level of client service
An enthusiastic attitude and a flexible approach to work
A focus on quality
Experience in a corporation tax environment (preferred)
A thorough understanding of UK corporation tax issues
Experience of working in a reporting environment, either within practice or industry (preferred)
Relationship management skills with the ability to build effective working relationships with current and potential clients
The ability to motivate a team; manage, mentor and train junior staff and work with people from across the business

Financial Services Manager Resume Examples & Samples

Own mid-level relationships with clients and interact with clients at the C-suite level. Understand the needs of client and develop new service offerings to meet their needs. Provide advice on defining / designing operations strategy, process framework guidelines, target operating models, improving business processes and supporting business integration
Lead a variety of business process services that help define, identify, assess, manage and measure client capabilities
Assess policies, procedures, governance, design and technology in relevant areas such as trade lifecycle, booking strategy / front office structure, Broker –Dealer operations, internal control environment, clearance and settlement, client onboarding, treasury operations, collateral management and regulatory regimes (CFTC, SEC, EMIR, FINMA, etc.)
Manage an engagement team to deliver client excellence and establish strong client relationships. This includes oversight over daily project activities, participation in scope management and change management activities, manage escalation with proposed resolutions, production and review of project deliverables, and presentations to client personnel and leadership. Provide constructive on-the-job feedback to team members. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Identify opportunities and teaming that lead to new business development opportunities. Understand Ernst & Young and its service lines and actively assess/present ways to serve clients
Understand complex-level technical and business concepts and have the ability to articulate to client in ways that are easy to understand
Develop, review and give presentations that have clarity and strong impact to client and internal leadership
Lead key initiatives that significantly impact the success of an engagement
Contribute to knowledge-sharing environment through active participation in internal communities
Develop project scope, goals and strategic plans for delivering services to clients
Manage quality of the deliverables, timelines, resource allocations, budgets, and milestones
Work with clients to design new processes, frameworks and governance models for organizational and technology changes as required by the project
Develop and maintain productive relationships with client management throughout the project while establishing expectations of value to be delivered
Actively develop staff and senior advisors on the projects by supporting individuals in developing project management, industry content, and communications / presentation skills
Facilitate work across cross functional teams
Work closely with Practice leadership to drive business development opportunities as well as support cross-selling of EY’s advisory services
Bachelor’s degree in Accounting, Finance, Economics, Business or Science and Engineering – Masters, MBA and/or CPA is preferred (foreign degree acceptable); 5+ years of relevant experience in working at a financial services company or comparable experience working as an advisor to a financial services industry; of the required experience, must have at least 3 recent years of experience in Capital Markets
Must have proven experience in managing small, medium and large-sized operations and technology change initiatives or system implementations with “brand name” consulting firms or internal consulting organizations at leading corporations
Experience in program management in enterprise/operations transformation projects and programs. Experience includes strong communications, facilitation and presentation skills with senior stakeholders within an organization; project delivery skills (ability to scope/size a project, staff a team with the appropriate skill set, provide subject matter direction and guidance, own the delivery of an engagement work stream) Must have experience in designing and implementing business and technology target operating models for large investment banking organizations at the enterprise level
Experience in researching client inquiries and emerging issues, including regulations, industry leading practice and new technologies
Demonstrate the ability to effectively manage and perform in cross functional teams to conduct the assessment and redesign of control processes and the refinement / re-engineering of operating models Lend particular subject matter knowledge to the design and implementation of control processes and operating model changes, helping to give specificity to the appropriate process. Coordinate deployment of operational initiatives, including deployment strategy, user training and implementation
Must have knowledge of a range of financial products including derivatives, equities, and fixed income, foreign exchange, and commodities

Financial Services Manager Resume Examples & Samples

Effectively manage and motivate client engagement teams with diverse skills and backgrounds, provide constructive on-the-job feedback/coaching to team members, foster an innovative and inclusive team-oriented work environment, play an active role in counseling and mentoring junior consultants within the organization
Foster relationships with client personnel at appropriate levels, consistently deliver quality client services, drive high-quality work products within expected timeframes and on budget, monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes, manage expectations of client service delivery, stay abreast of current business and industry trends relevant to the client's business
Cultivate and manage business development opportunities, understand EY and its service lines and actively assess/present ways to serve clients, develop and maintain long-term client relationships and networks, develop relationships with team members across all EY practices to serve client needs
Demonstrate in-depth technical capabilities and professional knowledge, demonstrate ability to quickly assimilate to new knowledge, possess good business acumen, remain current on new developments in advisory services capabilities and industry knowledge
Bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience- degree with an emphasis in Business, Human Resources, Psychology, Finance, Accounting, Statistics, Economics, MIS (business perspective); Master’s degree is preferred
Approximately 4 years of experience in providing people and organization change advisory services in large-scale, end to end transformations: Areas of focus would include: Visioning and Strategy workshop design and delivery, Leadership Alignment and Development, Stakeholder Management, Communications, Operating Model and Organizational Design, Governance, Training, Competency Assessment, Workforce Strategies, Talent Management and Culture Change
Experience with Enterprise Change Management Systems
Willingness to travel to meet client needs; travel is estimated at 60-80%; valid driver's license in the US and a valid passport required; willingness and ability to travel internationally

Financial Services Manager Resume Examples & Samples

Effectively manage and motivate client engagement teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization
A bachelor's degree (MBA/MS preferred) in finance, economics, accounting, engineering or a related discipline and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
Knowledge of asset management compliance practices, including monitoring and testing, as required by the Investment Advisers Act of 1940 and/or the Investment Company Act of 1940
Experience with the design, development and implementation of internal controls for financial services business processes a plus

Financial Services Manager Resume Examples & Samples

Future operating models
Response to regulatory criticism and regulatory preparedness
KYC program design and file remediation
Potential candidates would ideally possess prior consulting experience, but may also be eligible with relevant and in-depth technical capabilities in compliance, AML operations, technology and/or regulatory experience from across the financial services regulatory bodies. The ideal candidate is more likely to have experience across the banking sector, where AML rules have been more stringently applied and control investment has generally been higher. In addition, the candidate should be adept at sharing technical knowledge across a variety of AML/Sanctions related topics, drawn from experience, industry study, and a natural curiosity to constantly expand and evolve their personal skillsets
Effective leadership, project management and teamwork skills

Financial Services Manager Resume Examples & Samples

People Leadership: Effectively manage and motivate teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counseling and mentoring junior consultants within the organization
Client Engagement Leadership: Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business and industry trends relevant to the client's business
Business Development: Cultivate and manage business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
Technical Leadership: Demonstrate in-depth technical capabilities and professional knowledge. Demonstrate ability to quickly assimilate new knowledge. Possess good business acumen. Remain current on new developments in advisory services capabilities and industry knowledge
Bachelor’s degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred plus 4 years of related work experience
Minimum 3+ years of relevant work experience at a financial services company or comparable experience working as an advisor to a financial services company
Demonstrated ability to manage and supervise a team of technology advisors through all phases of the technology life cycle, including requirements definition, design, development, conversion and testing
Willingness to travel nationally and internationally to meet client needs with a valid U.S. drivers license and passport
Data Management - 3-5 years experience in developing enterprise data strategies and roadmaps 3-5 years experience in developing architectural and design patterns, considerations, solution options, and impact Experience in developing state, event, UML, and Entity-Relationship models for financial institutions. Must have gone through at least one full life cycle implementation Experience in designing and implementing SOA based data solutions Design and implementation ETL solutions using one of the leading ETL packages. Design and implementation of an operational data store and data warehouse on one of the leading platforms
Data Quality and Governance - Identification and analysis of data issues impacting financial services organizations An understanding of the data used and the associated inherent issues in Investment Banking, Retail Banking, or Asset Management Ability to conduct discovery, perform root cause analysis, and make recommendations for the remediation of data quality issues The ability to design and recommend governance structures and control frameworks for the ongoing management of data at financial services organizations Experience with large scale data remediation projects, from issue identification, through to remediation/resolution as it relates to specific regulatory, risk, or operational issues An experience with key data quality applications available in market
Business Analytics - Ability to analyze and review client business data to identify key indicators pertaining to operations, risk, finance, compliance, or process and controls Design and implement analytical business and technology solutions to meet identified key indicators. Ability to perform data forensics to identify suspicious banking, brokerage or insurance transactions in such areas as anti-money laundering, trade surveillance, or fraud Experience using analytics/BI packages (e.g. Cognos, Business Objects, MicroStrategy, Spotfire, ClickView, SAS) to build client analysis solutions

Financial Services Manager Resume Examples & Samples

Develop relationships with team members across all EY practices to serve client needs
Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities
Focus areas: Front Office, Middle Office and Back Office trade flow, Data flow and Business process, Pre-Trade Analytics, Desk or book level stress testing, Trade Entry, Order Management, Trade Execution, Trade Enrichment, Affirmation and Confirmation, Netting, Settlement, Posting
Bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
Degree in computer science, engineering, accounting, finance or a related field; MBA or MS degree preferred
Approximately 3+ years of experience working at a financial services company or comparable experience working as an advisor to a financial services company
Willingness and ability to travel approximately 50% over a given year, at times up to 70-80%

Financial Services Manager Resume Examples & Samples

Mortgages (Default Mgmt, Foreclosures, Loss Mitigation, Loan Origination Systems, Originations, Servicing, Fulfillment, Securitization / Secondary Markets)
Credit Cards / Payments
Cultivate and manage business development opportunities. Understand Ernst & Young and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
A minimum of 3+ years experience in Financial Services, specifically in the lending space (mortgage, consumer, auto, credit cards)
Proven experience leading small to medium sized operations and technology change initiatives or system implementations with ”brand name” consulting firms or internal consulting organizations at leading corporations
Understanding of key technology and services vendors and products supporting the mortgage value chain
Process and domain knowledge including mortgage loan originations, fulfillment, servicing securitization, and the secondary mortgage markets; experience with other consumer finance products (e.g., auto) beyond mortgage a plus
Excellent written and verbal communication skills for developing client deliverables and presentations
Ability to develop project approach, work plans, resource estimates, and cost estimates
Demonstrated history of working in teams and developing junior staff
A valid driver’s license in the US and a valid passport required; willingness and ability to travel internationally
System design and implementation support
Business and IT process reengineering
Program/project management and implementation planning (PMO)
Business rules/business process management automation/workflow
Document management automation
Reconciliation redesign or improvement
Opentext

Financial Services Manager Resume Examples & Samples

Financial Reporting,
Review of reserving functions at health insurance client companies
Developing model for future business operations under health exchanges
Reviewing pricing for medical products
Developing base rating and underwriting rules for multiple employer health insurance plan
Modeling surplus needs under adverse scenarios and assistance with ORSA requirements for health carriers
Reviewing underwriting for health insurance operations (small group and large group)
Acting as appointed actuary for non-audit client health insurance organizations
Developing internal reinsurance mechanisms for health insurers
Audit Support
Effectively manage and motivate client engagement teams with diverse skills and backgrounds. Provide constructive on-the-job feedback/coaching to team members. Foster an innovative and inclusive team-oriented work environment. Play an active role in counselling and mentoring junior consultants within the organization
Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services. Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Manage expectations of client service delivery. Stay abreast of current business, regulatory and industry trends relevant to the client's business
Cultivate and manage business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
Understand/communicate complex actuarial issues. Stay informed of and apply professional standards and firm policies (e.g., Actuarial Standards of Practice)
Develop a strong personal brand and enhance the E&Y brand by writing articles, participating in industry groups and speaking at seminars
Bachelor's degree in Actuarial Science, Mathematics, Statistics, and/or other related major
Approximately 5+ years of experience in an actuarial-oriented position, with a minimum of 2 years project or people management responsibility
Fellowship in the Society of Actuaries or particular industry experience/credentials to meet special needs
Proficiency in the use of spreadsheets and actuarial-related software, including AXIS, Prophet, ALFA, MOSES, VBA, C++ or other actuarial related software
Excellent problem-solving and client-service skills
Willingness to travel 40% to meet client needs

Financial Services Manager Resume Examples & Samples

Develop and implement risk management control frameworks covering governance, policies, procedures, process and controls
Identify opportunities for governance and control improvements over risk management processes (e.g. market risk, credit risk, capital management, liquidity risk management etc.)
Perform end to end risk process assessments to assess design and operating effectiveness of key controls
Perform pre and post implementation risk and controls reviews related to internal initiatives and prudential regulations
Provide guidance on controls over risk and capital management, usage of models, response to regulatory changes etc
Manage expectations of client service delivery
Bachelor's degree in finance, economics, accounting or a related discipline and approximately 4 years of related work experience; or a graduate degree and 3 years of related work experience; MBA or MS preferred
Minimum of 3+ years of relevant internal control related experience covering risk management, regulatory reporting and compliance or financial reporting in the financial services industry with either a consulting firm, internal consulting organization, or within risk management, internal audit or product control functions at leading financial services corporations
Valid driver’s license in the US and a valid passport required; willingness and ability to travel
Model risk management: governance, model inventory, reporting, performance monitoring
Market risk management: Market risk capital determination, Stress Testing, VaR, IRC, CRM, standardized charge calculations
Liquidity risk management: ALM, margining / collateral, intra-day liquidity management, Stress Testing, CFaR
Counterparty credit risk management: Credit risk capital determination, CVA, CVaR, PFE, EL / UL, LGD, EAD, Credit migrations, internal counterparty credit ratings, Product control or Price Verification: P&L explain, limits management, confirmation process, contracts management, US GAAP, balance sheets, income statements, product validation, Regulatory compliance: Dodd-Frank OTCD, Volcker rule, FBO, CCAR, Sarbanes Oxley

Financial Services Manager Resume Examples & Samples

Develop and maintain productive relationships with audit clients/management
Establish expectations of value/services to be delivered for the client
Collaborate to plan engagement objectives. Develop and implement an audit strategy that complies with professional standards and appropriately addresses risk
Understand the client’s industry and recognize key performance drivers, business trends and industry developments
Develop people – conduct timely reviews and provide feedback to team members, lead engagement team sessions and participate in recruiting efforts
Participate in client pursuits and develop proposal content
Use technology to continually learn, share knowledge and enhance service delivery
A bachelor's degree and approximately five years of related work experience or a graduate degree and approximately four years of related work experience
A degree in accounting, business or finance
Approximately five years of experience working as an auditor for a public accounting firm with some experience serving financial services clients
Deep experience serving clients in the insurance industry which may include life, health, property and casualty, reinsurance, or similar institutions
Must have valid US certified public accountant (CPA) license in the US state for primary work location
Experience in supervising, planning, execution and reporting on audits of financial statements prepared in accordance with US generally accepted accounting principles and US generally accepted auditing standards
Experience participating in engagement management, engagement execution and reporting, and client relationship building
Dedication to teamwork and leadership

Financial Services Manager Resume Examples & Samples

Play an active role in counseling and mentoring junior consultants within the organization
Understand EY and its service lines and actively assess/present ways to serve clients
Develop and maintain long-term client relationships and networks
Demonstrate deep technical capabilities and professional knowledge
Remain current on new developments in advisory services capabilities and industry knowledge
Bachelor's degree in finance, economics, accounting, engineering or a related discipline and approximately 5 years of related work experience or a graduate degree and approximately 4 years of related work experience; an MBA or MS preferred
Minimum of 3+ years of relevant experience in the financial services industry with either a consulting firm, internal consulting organization, or within market risk or product control at leading financial services corporations
A valid driver’s license in the US and a valid passport required
Market risk management: Market risk capital determination, Stress Testing, VaR, product valuation
Liquidity risk management: ALM, margining / collateral, Stress Testing, CFaR
Counterparty credit risk management: Credit risk capital determination, CVA, CVaR, PFE, EL / UL, LGD, EAD, Credit migrations, internal counterparty credit ratings
Product control: limits management, confirmation process, contracts management
Regulatory compliance: Dodd-frank OTCD, Volcker rule, CCAR, SOX
Credit products, Fixed income, Equities, Structured products, FX / IR, Commodities

Financial Services Manager Resume Examples & Samples

A bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience (prior consulting experience preferred)
A degree in law, finance, accounting, or a related discipline; JD, MBA or MS preferred
A minimum of 3+ years of relevant experience with federal regulatory agency (Securities and Exchange Commission, Commodities and Futures Trading Commission, Federal Reserve), self regulatory organization (FINRA, NFA, CBOE, CME), financial services organization Compliance Department, or CRCP certification
Experience with the design, development and implementation of internal controls and/or testing of internal controls for financial services business processes a plus
Analytical skills; specifically, the ability to understand and assess financial services industry processes utilizing a compliance and control focus
A valid driver's license in the US and a valid passport required; willingness and ability to travel internationally in order to meet client needs

Financial Services Manager Resume Examples & Samples

Generate new business opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks. Develop relationships with team members across all EY practices to serve client needs
A bachelor's degree and approximately 5 years of related work experience; or a master's degree and approximately 4 years of related work experience
Minimum of 3+ years of relevant experience with a Federal banking agency (e.g. Federal Reserve, Office of the Comptroller of the Currency)
Strong technology skills including knowledge of Excel, Access and PowerPoint. All candidates will need to have a desire and ability to work closely with technology specialists on project assignments
Strong communication, presentation, client servicing and technical writing skills along with relationship development and project management skills

Financial Services Manager Resume Examples & Samples

A bachelor's degree (in business related discipline) and approximately 5 years of related work experience; or a master's degree and approximately 4 years of related work experience leading medium to large sized projects and/or programs within the financial services industry with a large consulting firm or internal consulting organization at leading financial services corporations
Broad industry knowledge of banking, capital markets, insurance and/or asset management with an understanding of current regulatory reform and other leading industry issues, including regulatory capital and liquidity management, financial and regulatory reporting, capital markets product knowledge, operations and related supporting processes, change management and capital markets application implementation
Demonstrated ability to develop project approaches, work plans, resource estimates, and cost estimates while establishing and maintaining client expectations
Demonstrated ability to manage projects through the lifecycle including governance and scope, approach, project planning and communications programs
Past experience in managing program management offices leading transformational change projects preferred; ability to understand and determine technology implications due to process changes
Six-sigma or PMI, PMP certifications or exposure to other process improvement methodologies a plus
Strong communication, presentation, client servicing and technical writing skills
A willingness to travel, both domestically and internationally, to meet client needs; a valid driver’s license in the US and a valid passport required

Financial Services Manager Resume Examples & Samples

Work with high-growth clients and other market leaders in the Banking and Capital Markets (BCM) industry, establish audit objectives and scope of work; establish the engagement budget; and take responsibility for the overall execution of the audit project through wrap-up and final report delivery
Assist in generating new business opportunities by participating in market facing activities and developing thought leadership materials, understand EY and its service lines, actively encourage team members to contribute ideas and identify opportunities to introduce EY services
Maintain a strong client focus by effectively serving client needs and developing productive working relationships with client personnel, stay abreast of current business and economic developments and new pronouncements/standards relevant to the client's business
Display teamwork, integrity and leadership, work with team members to set goals and responsibilities for specific engagements, foster teamwork and innovation
Utilize technology and tools to continually learn and innovate, share knowledge with team members and enhance service delivery
Bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience-
Minimum of 3+ years of related audit or applicable asset management business experience; 2 or more years of public accounting experience preferred
Experience working with hedge funds or other alternative asset managers a plus
Proficiency with MS Office
CPA, CA, APRM, CIA, CFA, CISA certification desired; non-certified hires are required to become certified within 1 year from the date of hire; based on an individual's professional background, area of specialization, or industry focus, we recognize that other certifications, credentials, or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY’s Area and Americas leadership

Financial Services Manager Resume Examples & Samples

A degree in finance, economics, accounting, engineering or a related discipline; MBA or MS preferred
A minimum of 3+ years of relevant experience with federal banking agency (Federal Reserve, Office of the Comptroller of the Currency, Office of Thrift Supervision) a plus
Knowledge of bank regulatory requirements, as well as compliance practices (e.g. Compliance Risk Assessment, Monitoring and Testing, Policies and Procedures) a plus

Financial Services Manager Resume Examples & Samples

Bachelor's degree and approximately 5 years of related work experience or a graduate degree and approximately 4 years of related work experience
Master's or PhD degree in computational finance, mathematics, engineering, statistics, or physics preferred
Experience working in a financial product engineering/research and development environment designing and developing quantitative methods and services for capital market products

Financial Services Manager Resume Examples & Samples

Loss reserving analysis all lines of business
Financial forecasting, valuation
Mergers & acquisitions
Litigation support
Demonstrate an understanding of complex actuarial issues. Stay informed of and apply professional standards and firm policies (e.g., Actuarial Standards of Practice)
Associateship in the Casualty Actuarial Society is required. Fellowship is preferred

Financial Services Manager Resume Examples & Samples

Provide project leadership by managing EY engagement teams and client stakeholders
Deliver constructive on-the job feedback and coaching to team members
Monitor and report engagement progress and risks to key stakeholders
Cultivate and manage business development opportunities
Manage an engagement team to deliver client excellence and establish strong client relationships. This includes oversight over daily project activities, participation in scope management and change management activities, manage escalation with proposed resolutions, production and review of project deliverables, and presentations to client personnel and leadership. Provide constructive on-the-job feedback to team members
Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes. Identify opportunities and teaming that lead to new business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients
Demonstrate the ability to effectively manage and perform in cross functional teams to conduct the assessment and redesign of control processes and the refinement / re-engineering of operating models
Lend particular subject matter knowledge to the design and implementation of control processes and operating model changes, helping to give specificity to the appropriate process. Coordinate deployment of operational initiatives, including deployment strategy, user training and implementation

Financial Services Manager Aboriginal Peoples Resume Examples & Samples

Document identified opportunities and changes to customer situations and potential needs
Walk the floor\: spend a minimum of one hour per week walking the branch floor to engage customers and look for opportunities to book appointments
Proactively contact customers\: make out-bound calls from leads and multiple customer databases
Completion of the Financial Services Manager Development Program at BMO; or at least one year of equivalent training/experience at another financial institution

Financial Services Manager Resume Examples & Samples

Provide guidance and share knowledge with team members and participate in performing procedures especially focusing on complex, judgmental and/or specialized issues. Work with the team and the client to create plans for accomplishing engagement objectives and a strategy that complies with professional standards and addresses the risks inherent in the engagement. Brief the engagement team on the client's IT environment and industry IT trends. Maintain relationships with client management to manage expectations of service, including work products, timing, and deliverables
Demonstrate a thorough understanding of complex information systems and apply it to client situations. Use extensive knowledge of the client's business/industry to identify technological developments and evaluate impacts on the client's business
Demonstrate excellent project management skills, inspire teamwork and responsibility with engagement team members, and use current technology/tools to enhance the effectiveness of deliverables and services
Understand EY and its service lines and actively assess what the firm can deliver to serve clients
Approximately 4 years of experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm
Approximately 4 years of relevant experience at a financial services company or comparable experience as an advisor to a financial services company
Significant experience leading IT internal audit engagements and assisting with business development activities across asset management, banking, capital markets and insurance sectors
Significant experience in having applied relevant technical knowledge in at least one of the following engagements: (a) financial statement audits; (b) internal or operational audits; (c) SAS 70 engagements; and/or (d) ERP security and controls reviews (Oracle, SAP, PeopleSoft)
Advanced written and verbal communication skills and presentation skills
CPA, CA, CISA, CISSP, CISM, CBCP, CIA or CFE certification is desired; non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual's professional background, area of specialization, or industry focus, we recognize that other certifications, credentials, or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY's Americas IT Risk & Assurance leadership

Financial Services Manager Resume Examples & Samples

Approximately 4 years of experience working as an IT Risk or Security professional for a financial services organization or public accounting firm or professional services firm
Fundamental understanding of business processes including process objectives, information flows, risks and controls
Significant experience with Sarbanes Oxley, COSO, CobiT, ISO27002, ITIL, FFIEC, GLBA, HIPPA, etc
Significant experience with GRC methodologies, tools and enablers in the financial services sector (i.e. OpenPages,Archer, BWise, Metricstream, BPS, Chase Cooper, Paisley, etc.)
Direct IT risk management experience as IT CRO or head of IT risk department, CISO or head of IT security department, or IT Compliance position
Strong thought leadership in IT Risk Management and reputation as a leader in IT risk with financial services industry
Advanced written and verbal communication and presentation skills

Financial Services Manager Resume Examples & Samples

Generate new business opportunities by participating in market facing activities and developing thought leadership materials. Understand EY and its service lines. Actively encourage team members to contribute ideas and identify opportunities to introduce EY services
Bachelor's degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience with a degree in business, accounting, finance, computer science, information systems, engineering, or a related discipline
Significant experience with CobiT, ISO27002, ITIL, FFIEC, GLBA, HIPPA, etc
Strong project management skills with advanced written and verbal communication and presentation skills

Financial Services Manager Persons With Disabilities Resume Examples & Samples

Ensure calendars are full by proactively pre-booking customer appointments
Walk the floor: spend a minimum of one hour per week walking the branch floor to engage customers and look for opportunities to book appointments
Comply with all regulatory, legal and ethical requirements

Financial Services Manager Resume Examples & Samples

Mutual funds, institutional separately managed accounts, exchange traded funds (ETFs)
Hedge funds, private equity, real estate and asset servicing
Portfolio management, trade order management, trade routing and execution, clearing and settlement
Performance measurement
Investment compliance
Investment recordkeeping or fund accounting
Retirement recordkeeping
Transfer agency services
Regulatory compliance
Investment advisor recordkeeping
A degree in finance, accounting, or a related business discipline; Masters or MBA degree preferred
A minimum of 3 years of experience working at a professional services firm, financial services company or comparable experience working at a third-party service provider or software provider
Experience working in an asset management firm, private bank, investment area of an insurance company, mutual fund complex, third-party service provider, or as a consultant in one of these companies
Demonstrated ability to be an effective contributor and manager of a team through all phases of the initiative life cycle
Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry and deep content knowledge in the Asset Management area
Demonstrated record in driving relationships within existing clients at the "C" level of Fortune 500 companies
Investment products (all asset classes)
Trade confirmation and settlement operations ("Middle Office")
Trading or portfolio management support
Investment or fund accounting, insurance accounting or shareholder recordkeeping
Development of multi-phase roadmaps and/or operating models
Regulatory, compliance and risk management
Business requirements
Proof of concept
Implementing order management, pre- or post-trade compliance applications, portfolio accounting technology
Implementing performance measurement or performance attribution applications
Portfolio management and trading support, investment operations, or trade settlement and reconciliation
Fund accounting or investment recordkeeping
Shareholder or retirement plan recordkeeping
Investment data management
Portfolio Management, order management and/or investment compliance (i.e., Charles River, Latent Zero, Advent Moxy, EzeCastle, PORTIA)Performance Measurement (i.e., Eagle, DST)
Back Office or data management systems (i.e., Sungard, Eagle, InvestOne)

Financial Services Manager Resume Examples & Samples

Approximately 4 years of experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or in a progressive Internal Audit group
Assisting with business development activities across asset management, banking, capital markets and insurance sectors
Significant experience in having applied relevant technical knowledge in at least one of the following engagements: (a) financial statement audits; (b) internal or operational audits; (c) SOC engagements; and/or (d) ERP security and controls reviews (Oracle, SAP, PeopleSoft), (e) data analytics
Strong project management skills with advanced written and verbal communication skills and presentation skills

Financial Services Manager Resume Examples & Samples

Account reviewing for FS investment management sector clients
Carry out presentations on different subject matters at both internal and external events
Identify ways in which the department can work more efficiently
Manage staff within the team, providing training, mentoring, and appraisals
Get involved with business development, acting as an 'ambassador' for the firm

Financial Services Manager Fully Qualified Resume Examples & Samples

Has completed the Financial Services Managers training program at BMO, or has equivalent training and experience (at least one year) at another financial institution
Provide comprehensive and integrated financial solutions for customers, satisfying diversified deposit, borrowing and investment needs, goals and objectives; proactively recommends amendments to customers’ requests / current products to best suit their needs
Ability to adapt to a changing industry environment, and maintain currency of skill

Financial Services Manager Resume Examples & Samples

Participate in financial due diligence (audit) engagements related to acquisitions by private equity investor groups and strategic corporate buyers focusing on Financial Service organizations
Understand and follow workplace policies
Use technology to continually develop knowledge and enhance EY service delivery
An active Certified Public Accountant (CPA) certification or equivalent
A minimum of 5 years’ public accounting experience (experience related to mergers and/or acquisitions transactions preferred)
The successful candidate must be willing and able to travel up to 40% on short notice

Financial Services Manager Resume Examples & Samples

Financial Reporting: Knowledge and application of the Company's financial reporting processes, procedures, and systems
Financial Systems and Processes. Ability to research financial systems and processes (e.g., journal vouchers, expense reports, vendor file) to resolve issues (e.g., missing expense checks, missing journal vouchers)
Generally Accepted Accounting Principles. Knowledge of international, U.S. or local Generally Accepted Accounting Principles (GAAP). This includes the ability to apply these principles and determine compliance with the principles
Reconciliation. Ability to compare data from various data sources and identify inconsistencies or variances

Financial Services Manager Resume Examples & Samples

Working closely with the customer team, pricing and revenue growth modelling (PRGM) team and shared services, enforcing timely and accurate reflection of customer pricing and trade accrual
Responsibility for Trade Management routines inclusive of monthly trade forecast submission, subledger routines for all major customer teams, as well as visibility to trade balance of fund
Providing stewardship of Program Summary Sheet and Commitment set up and maintenance
Leading incremental funding requests through valuating the program with Area VP or National Account Executive, and submitting incremental funding requests to PRGM for approval
Creating routines and connectivity with Large Store Team to assist in providing an all routes to market Customer P&L
Monthly review of Listing Fee and Pre-paid trade funds (Small Format) to ensure proper use and recording of funds and proper fund classification
Building tighter and stronger pricing and trade process
Ensuring SOX compliance through timely and appropriate issue resolution of contract and Trade audits
Monitoring and improving processes as needed to efficiently and effectively complete assigned tasks
Bachelor’s Degree is required; Masters’ Degree and/or a Designation in Accounting, Finance or Economics is a plus
5+ years’ as a proven effective team and/or project leader. Some experience and knowledge of Warehouse Route to Market

Financial Services Manager Resume Examples & Samples

6+ years of experience in progressively challenging Accounting or Finance roles
Advanced Excel and Pivot Table skills
Collaboration and influencing skills

Advisory Financial Services Manager Resume Examples & Samples

Delivering significant business results that reflects strategic and creative thinking, problem solving, individual initiative and the following abilities
Communicating effectively in written and oral formats to various situations and audiences
Managing and conducting quantitative and qualitative benchmarking and primary and secondary analyses of large and complex data

Financial Services Manager, PSS MFG Resume Examples & Samples

Indispensable business partner for the Columbus, OH Syrup Plant Manager through financial and analytical support
Leads financial and analytical responsibilities
Implement financial initiatives in order to support a continuous improvement strategy
Responsible for stewarding internal control environment, developing productivity initiatives and reviewing capital projects/strategy
Stewards the Annual Business Planning & Rolling Estimate process. Partners to develop strategies to mitigate risks and implement opportunities
Annual Business Planning and Rolling Estimate Stewardship (15%) - Provide strategic direction for business planning process and play a tactical role as needed
PSS Manufacturing Financial Routines & Process (including Rolling Estimate) (25%) - Interpret and communicate results to appropriate levels of management; assessing for risk and opportunity trends. Develop and deploy solutions to mitigate risk and execute opportunities
Internal Controls Stewardship (20%) - Steward Internal Controls review to ensure compliance with required controls & processes. Partner with plants to ensure financial/controls acumen of plant teams
Capital Investment & Productivity Analysis (20%) - Provide financial leadership `by identifying productivity improvement opportunities and analyzing/recommending productivity initiative pipeline projects. This would include capital investment recommendations and analysis
Foodservice Business Partnership (10%) - Interface with platform Sales & Operations and brand teams
Ad Hoc Financial & Operational Analysis (10%) - Produce and review completed analyses that require application of financial concepts and/or tools. Including Project Management of PSS Manufacturing Finance PMO projects
6 or more years of relevant experience required
10 or more years of relevant experience preferred
Manufacturing or Supply Chain experience preferred

IT Audit, Financial Services Manager Resume Examples & Samples

Current and emerging technologies which may include: Oracle, SAP, Oracle Database, web development tools, virtualization, UNIX, Linux, and security technologies
Core risks, processes and internal controls related to non-financial reporting, both manual and IT
Risks, processes and controls related to financial reporting, both manual and IT, in a specific industry sector
COSO Framework, CoBIT, ITIL and/or other leading business and IT control frameworks
Relevant subject matter expertise to support the development of thought leadership
Key internal operational processes of a professional services firm, e.g., engagement economics, billing and collection, performance appraisals, time reporting, personal independence and compliance requirement
Leading IT related controls assurance or controls readiness projects associated with external audits, internal audits and service organization controls reports, e.g., SSAE 16
Identifying key risks and controls, recommend improved controls, perform controls readiness projects and identify and assess configuration of controls in financial reporting related business processes as well as in IT infrastructures, security, change management, operations and program development
Managing and coaching staff as they perform assessments to evaluate controls, security, SOD, and execute audit procedures
Leading the adaption a work program and practice aid to create tailored solutions for our clients
Understanding a client's business and technology in order to identify, pursue, and ultimately win additional service opportunities
Interfacing with clients on projects as well as leading the planning and execution of projects
Demonstrates extensive project management skills related to IT audit projects, including developing project plans, budgets, and deliverables schedules
Demonstrates extensive abilities as a team leader, which includes creating a positive environment; monitoring workloads of the team while meeting client expectations; respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress

Internal Audit, Financial Services, Manager Resume Examples & Samples

Managing efforts related to, current hot topics for Chief Audit Executives, Internal Audit directors, Chief Compliance officers, Audit Committees and Risk Management personnel
Managing aspects of the Internal Audit process, control evaluation and testing methodologies, other Financial/Operational Internal Control methodologies and terminology e.g. COSO
Industry thought leader with or directing company- or firm-wide functions within, the following areas as it applies to the planning, executing and reporting financial, operational and compliance related audits/projects to facilitate complex financial, operational and compliance related engagements
Corporate Governance and Sarbanes Oxley Act's regulations and requirements, including compliance readiness programs
Generally Accepted Accounting Principles
Financial and operational fraud risk management
Antifraud internal controls
IT general and process controls, including Data Privacy and IT security
Anti-corruption and anti-bribery
Auditor Independence
Leading teams to generate a strategic vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff,; encourage candid, meaningful/timely feedback to promote improvement
Using available technical resources/tools to research & expand knowledge to enhance work product and create innovation, significantly contribute to business development efforts and to remain current on client and firm hot topics while sharing the knowledge amongst the team where applicable
Collaborating directly with clients, identifying and addressing client needs through building and maintaining solid networks of client relationships and community involvement; understanding the client's business; effectively communicating the value propositions of a broad range of Firm services to the client and being recognized and respected by clients as a knowledgeable valued professional
Facilitating staff as they evaluate internal controls design; identify key risks and controls, develop and or review audit programs, including evaluating benchmarks and perform controls optimization
Managing resource requirements, project economics, and anticipate issues; demonstrating flexibility in prioritizing and completing tasks; and communicating potential conflicts to leadership
Directing the creation of high-quality client deliverables
Involving actively in firmwide strategies and initiatives

IPB Non Financial Services Manager Resume Examples & Samples

Citicard Orders-accurately order Citicards for customer to the correct address
Issuance of Letters- ensure all compliance and regulatory items are accomplished
Checkbook Orders-accurately order checkbooks for as requested
Address Changes-accurately update address changes
Upgrade or Downgrade Account Package-correct banking package changes need to be executed
Must solve problems by considering courses of action only constrained by organizational practices and policies or managerial direction. He or she may consider whether new procedures may have to be developed to achieve required end results
Monitor operation performance measures for Non-Financial Services (e.g.: quality and timeliness of service delivery, client satisfaction and VOE) to identify opportunities to improve client satisfaction and sales
Establish operational processes to meet business performance high standards with regards to Productivity and Quality of Service Delivery, and ultimately internal and external client satisfaction
Identify and implement methods to enhance convenience, responsiveness, or otherwise improve client satisfaction, loyalty and retention
Maintain operational integrity and reduce operations losses/Fraud losses. Ensure compliance with regulations and policies in the operation function and achieve acceptable audit results
Provide ongoing feedback, coaching and development managers (Direct Reports, hi-potential 2 downs). Partner with Sr. Managers and HR to ensure that development plans are in place and implemented. Monitor function wide performance management process to ensure that coaching is taking place and documentation is on file. Partner with HR in establishing a People Selection, Development and Management process with the goal of creating an Operational Center of Excellence for the business
Ensure proper COB plans for the Non-Financial Services managed processes are in place and periodically tested. Provide COB coordinators with appropriate tools and support so that COB oversight can be in place
Ensuring Non-Financial Services back office production and service metrics are being met consistently, even in the face major fluctuations in volume and operational and technology platform issues/problems
While maintaining day-to-day operational and service standard, take on initiatives such as conversion, re-engineering, etc. Provide direct consultant to sales, marketing and other senior management regarding marketing campaign, new sales strategy and product launch
Implement ideas that enhance the revenue growth by streamlining processes and reduce time to execution, reducing the number of errors, and by offering new and creative alternatives for customers to initiate their transactions. Implement/maintain methodology to measure time to execution per process
The Non-Financial Services Assistant Manager has the responsibility to keep updated inventories of procedures and identify processes that are not considered to be sustainable. Action plans need to be agreed and counter measures implemented
Encourage development of customer centric motivated managers to ensure continuity of business, and strong focus on Regulation. Design and implement action plans that improve VOE of all areas under direct supervision
Series 99 required
Strong operations management skills in a complex environment
Strong leadership; ability to motivate and influence others
Strong analytical skills (Assessment, Decision Making and Problem Solving)
Quality Orientation/Attention to detail
Flexibility/Orientation to change
Effective negotiation and influence skills
Customer Oriented
Microsoft Excel, preferably experience with data analysis such as PIVOT tables
Microsoft Word, preferably experience with review of client communication
Knowledge of Banking Systems and ability to understand systems interaction
Experience working in Operations
3 to 6 years ops management experience

IPB Non Financial Services Manager Resume Examples & Samples

Monitor operation performance measures for Non-Financial Services (e.g.: quality and timeliness of service delivery, client satisfaction and VOE) to identify opportunities to improve client satisfaction and sales. Establish operational processes to meet business performance high standards with regards to Productivity and Quality of Service Delivery, and ultimately internal and external client satisfaction. Identify and implement methods to enhance convenience, responsiveness, or otherwise improve client satisfaction, loyalty and retention
To maintain operational integrity and reduce operations losses/Fraud losses. Ensure compliance with regulations and policies in the operation function and achieve acceptable audit results
BA/BS preferred

Customer Financial Services Manager Resume Examples & Samples

Proven credit management level experience
Demonstrate project management experience
Demonstrate ability to influence and negotiate
Working within a multicultural environment
Credit risk assessment experience
Performance management experience
Ability to set priorities and work independently and proactively
Experience of working within Europe businesses
Demonstrate ability to meet or beat deadlines
Commercial focus and balanced decision making
Think strategically and act tactically
Financial statement analysis and assessment/judgment
International / regional geographical level operational credit management experience
Leading organizational Change management
Experience in establishing/implementation of global process/design
Performance management experience working with BPO

Financial Services Manager General Accounting Resume Examples & Samples

Coordinates and plans month-end responsibilities with MIS, other System facilities and finance departments
Reviews and approves journal entries according to System policy
Reviews and approves account reconciliations and ensures such are prepared on a timely basis
Ensures that the System's records and financial statements are maintained in accordance with generally accepted accounting principles
Coordinates preparation of financial statements and budgets, including supporting documentation
Maintains and examines departmental policy and procedures manual and makes recommendations for improvements
Ensures that all related statutory filings are completed and all retention requirements are achieved
Coordinates preparation of work papers for annual audit and provides supplemental information to auditor under the supervision of department leader
Finance division as well as CHS wide exposure and responsibility
Performs analytical review, research and other related duties independently or as requested by the department leadership team

Senior Financial Services Manager Resume Examples & Samples

Supports the Global Energy Team, National Strategic Marketing, Legal and Finance and Business Administration on Financial Services offerings
Develops and maintains relationships with key financial services providers
Provides Financial Services coaching, leadership and support to national sales and operations business leaders for the Energy Solutions business and shares accountability for the national business results
Provides guidance to the Regional Energy Managers; works with regional and local office sales and management on financial strategies to support strategically important sales
Manages corporate review of the financial services component of contracts during project development, project implementation, and provides ongoing support as needed
Supports service business through the identification, development and deployment of Financial Services offerings. Identifies, qualifies, develops and maintains relationships with the financial services providers required to support division financial product requirements
Participate in the identification, development, deployment and support of new Financial Services offerings based upon customer needs, required to achieve for growth and profitability targets
Assists with the development and implementation of the Financial Services strategy in support of Energy Services and Solutions Strategic Plan measured by sustainable profitable growth
Working closely with the Global Energy Team, directs the development of new Financial Service offerings in conjunction with NA Strategic Marketing and NA Legal and Finance Identifies required competencies of employees (home office and field); responsible for development and participates in the implementation of strategies and programs to achieve required competency levels
Masters and/or Bachelors degree in finance or accounting required
10+years of industry or related experience in the development of financial strategies and products to facilitate sales of capital projects preferably Energy related
Ability to create and foster a team environment within sales, operations, and others and provide direction to assure accomplishment of business objectives
Ability to handle multiple projects and activities with strong organizational skills
Demonstrated experience and success in selling at the C level and experience using financial instruments in closing complex/structures sales transactions
Excellent spreadsheet, word processing, and presentation skills
LI-KBS

Financial Services Manager Experienced Resume Examples & Samples

Build our business in the Iberian Banking industry through deep Management Consulting skills around operating models, process reengineering, improving cost efficiency and development of new business initiatives
Be the go-to person for expertise on industry matters and the delivery of key client projects across the Payments landscape, including transactional payments, cards, corporate payments and new innovative ecosystems around the payment
Ability to estimate and sell work
Project Management and delivery/execution experience within management consulting profile
Fluent in Spanish and English

Financial Services Manager, Sparkling Brands Resume Examples & Samples

Consolidate and analyze system reports for DME Actuals and Rolling Estimate – determine and summarize areas for budget moves, initiate funds transfers
Coordinate and steward the campaign creation and budget transfer process
Identify, analyze and report R&O during monthly RE process, together with Sparkling Marketing and Finance
Steward business reviews with Sparkling teams and report potential findings and recommendations back to Sparkling Finance
Analyze and act on compliance reports (blocked invoices, PO violations, GR/IR reports) – steward follow up and escalation process with individual Marketers
Prepare accounting entries to properly record business and financial transactions in Company financial systems (journal vouchers, intercompany transactions)
Utilize SAP-MEM (i.e. YMEM62/63C, KOB1) and steward standard reporting from S2G to provide monthly budget reports to FSMs for use in RE client meetings
Ad-hoc special projects requested by management or client partners
Coordinate and assist with quarterly internal control reviews (Narratives, Commitments & Contingencies)
Ensure proper PO approvals and compliance including proper documentation and chart of authority
Advanced Financial Analysis - Ability to perform financial analyses to assist in exploring strategic options, developing creative solutions to complex business issues, and/or supporting decision-making. This includes the ability to design and perform unique analyses and analyses that require the application of single or multiple financial and non-financial concepts and tools (e.g., NPV, IRR, Discounted Cash Flow, statistical analyses, contribution, economic analyses, loss projection, exposure analysis, risk assessment, implications to strategic position) and the ability to understand and explain data relationships
Business Planning / Rolling Estimate Process - The ability to apply forecasting techniques and skills to develop and evaluate business goals and strategies, analyzing information to derive insights and implications to initiate planning and/or re-planning, and controlling actual results versus budget
Forecasting - Knowledge of and ability to make projections into the future (volume, financial statements, economic data, consumer preference, headcount, etc.) and use these projections to help plan future operations
Accounting Principles - Knowledge of and ability to understand and apply basic accounting principles (e.g., debit and credit) around transactional processes
Accounting Theory -Knowledge of and ability to understand accounting theory (e.g., internal controls, financial statement preparation, accrual accounting
Delegation of Authority - Knowledge and understanding of the Delegation of Authority

Financial Services Manager, Central Region Resume Examples & Samples

GROWING THE BUSINESS: Initiates follows-up on issues to ensure resolution. Prepares various reporting and data analysis including Dealer financing and Nissan Canada Finances penetration, CPO Sales, and NCESI product penetration. Assists Dealers with their customer retention efforts by providing feedback combined with sales techniques so as to increase their customer retention rates. Executes strategies to maximize opportunities for growth of current products such as Nissan's remarketing efforts, lease end procedures, used car inventory purchases, extended service contracts and future products
TRAINING: Assesses, identifies and provides training both in the Dealership and in classroom settings. In-Dealership training could include training new Business Managers at existing Nissan Dealerships as well as Business Managers at newly appointed Nissan Dealership on materials such as NCESI’s product offerings and their features and benefits, Nissan Canada's product knowledge, customer retention, overcoming objections, Policies and Procedures (including e-contract), systems and processes
COMPETITIVE ENVIRONMENT: Monitors sales/marketing programs of all competitive providers of F&I products

Senior Financial Services Manager Resume Examples & Samples

Analyze financial data and provide trending and recommendations. Ensure the accuracy, timeliness and content of financial data. Act as an escalation point, engaging necessary resources to resolve problems per established guidelines
Act as a customer focal point for financial tracking. Meet regularly with senior customer executives to review Rolling Operational Forecast (ROF), Closing and other financial matters
Oversee circuit provisioning activities and act as a liaison to the customer and internal groups
Provide telecom contract management. Review costs and services to identify customer savings opportunities and to implement those that are approved by the customer. Manage to established service levels and contract requirements
Ensure technical and management skills are current across the team through training plans, on the job training and cross-functional team interaction
Ensure team member roles and responsibilities are clearly defined, with the ability to assess the needs of the larger organization and make suggestions for personnel realignment resulting in a more efficient organization
Facilitate team participation in internal and customer projects, working cross functionally across internal and customer groups
Track team financials, ensuring budget adherence to contractual requirements
Participation in all contract renewal activities related to functional area
Ensure accurate and prompt processing of all financials related to telecommunications charges
Ensure Telecom invoice processing, including payment of Telecom invoices, validation of charges against customer requirements and reconciliation based on contractual rates and inventory
Ensure submission of Payables files to the customer
Research invoice issues, ensure action items, process adjustments and customer communications
Provide Monthly ROF and variance explanations, including current and out months for the current fiscal year as well as analysis and variance explanations for changes from the previous period
Ensure Month End Closing Processing is complete, including accrual and journal entry processing , uploads, budget and ROF variance explanations for each general ledger account
Prepare annual budgets (Spring and Fall), revising as new information becomes available
Analyze variances from previous budget submissions
Customize Remedy based on processing tailored to customer business needs and requirements including using Remedy data to create reports to ensure team efficiency and to meet needs; Ensure data integrity in Remedy
Provide issues and action item management for inquires, billing disputes and carrier related issues
Oversee circuit provisioning activities including installations, moves, adds, changes and disconnects
Act as a liaison for provisioning to customer and internal groups
Provide telecom contract management including contract inventory and renewals
Work with customer vendors as required to provide contract analysis and recommendation for renewals
Validate carrier proposals using current billing data by providing financial analysis
Review costs and services for the customer and evaluate for cost reductions or savings by working with the customer and internal personnel to identify and execute savings opportunities
Track savings and report to the customer annually
Fill in for Billing and Carrier Services Analysts when required
Review and schedule time for direct reports, ensuring there is proper coverage at all times
Ensure all time entered into nSAP is reviewed prior to approval
Observe team personnel and provide management with input, both successes and opportunities for improvement
Provide day-to-day guidance to direct reports on processes and procedures
Review and update billing and carrier services documentation
Improve team processes and documentation
Participate in projects, ensuring team assignments, reporting and remedy requirements are completed successfully
Ability to quickly respond and adapt to additional work requirements and changes in workflow

Customer Financial Services Manager Resume Examples & Samples

Oversees the monitoring of an assigned full-recourse loan portfolio to maintain asset quality
Underwrites asset-based lending (ABL) transactions with annual revenues from $900K up to $25 million
Communicates with prospective owners the legal obligations and coordinates the funding process
Accurately maintains, updates and documents the credit files
Expected to complete a number of recurring reports and make recommendations for improvement
Act as the liaison between NAPA’s accounting partners, distribution leadership team and independent store owners
Mentors the division customer financial services team and distribution leadership team with financial statement analysis
Assists with presentations and attends meetings
Bachelor’s degree in Accounting, Finance or Business
5 + years commercial banking, commercial portfolio management or accounting with small business owners
Bank credit training or financial statement analysis experience
Deep knowledge of Microsoft Office suite (PowerPoint, Excel, Word); exceptionally strong Excel skills are required
Exceptional customer service ability required
Excellent verbal and written communication skills. Ability to communicate with all levels of the organization (small business owners to C-Suite executives)
Excellent problem solving and decision making abilities required
Strong organizational skills and attention to detail required
Strong project management skills required
Work is typically performed in an office environment or in a distribution center or store environment when traveling
Travels 10% to 20% of the time, including overnight stays

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Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

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Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Persons With Disabilities Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Fully Qualified Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Financial Services Manager Resume Examples & Samples

Advisory Financial Services Manager Resume Examples & Samples

Financial Services Manager, PSS MFG Resume Examples & Samples

IT Audit, Financial Services Manager Resume Examples & Samples

Internal Audit, Financial Services, Manager Resume Examples & Samples

IPB Non Financial Services Manager Resume Examples & Samples

IPB Non Financial Services Manager Resume Examples & Samples

Customer Financial Services Manager Resume Examples & Samples

Financial Services Manager General Accounting Resume Examples & Samples

Senior Financial Services Manager Resume Examples & Samples

Financial Services Manager Experienced Resume Examples & Samples

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