Financial Specialist Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the financial specialist 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.

Create a Resume in Minutes

M Gerlach

Mekhi

Gerlach

44355 Hintz Roads

San Francisco

+1 (555) 237 2725

44355 Hintz Roads

San Francisco

Phone

p +1 (555) 237 2725

Experience Experience

Phoenix, AZ

Financial Specialist

Phoenix, AZ

Kutch, Johnston and DuBuque

Phoenix, AZ

Financial Specialist

Assists in the preparation of cost benefit studies regarding the plant's departmental performance factors for use by management in strategic business planning
Perform financial and business analyses in a variety of areas including cost-benefit and ROI studies, cost/schedule/risk management and project performance
Assist Project Manager(s) in the preparation of project financial status updates (e.g., burn rate, remaining backlog, project profit levels)
Recognize data integrity issues and work with providers of data to resolve
Work with Finance Manager on month end duties
Recommend new and revised business processes to improve efficiency and effectiveness, and assist department with implementation of new processes and procedures
Performs analyses and analyzes results to ensure accurate presents monthly results to management team

Houston, TX

Financial Specialist Senior

Houston, TX

Wyman Inc

Houston, TX

Financial Specialist Senior

Strong working knowledge of general finance and accounting, accounting systems, financial reporting and financial analysis
Managing and supporting PNC’s consolidated Budgeting and Forecasting process
Managing and supporting PNC’s strategic planning process
Answers questions and resolves accounting problems and discrepancies, including the preparation of JEs
Analyzing financial information and other key metrics trends to understand drivers of financial results, and clearly documenting the results of analysis
Prepare ad hoc reporting and analysis by extracting financial data from multiple data sources and assemble data for analysis,
Supporting Investor Relations and SEC Reporting analysis for PNC’s Quarterly Earnings Release

present

Boston, MA

Senior Financial Specialist

Boston, MA

O'Connell, Raynor and Mertz

present

Boston, MA

Senior Financial Specialist

present

Assist in rate setting for pricing and performance measurement reporting
Manage and evaluate the forecasting, budgeting and strategic planning activities for Mercer Services in coordination with the global Delivery Leads 
Responsible for reviewing month end closing activities related to revenue and costs to be recognized for the month, along with account reconciliations
Key Areas: Asset Management, Cost Reporting, Construction Management, Fixed Asset Accounting
Partner with Corporate Controller’s office on inventory planning, reporting, controls
Complete ongoing route level analysis to help identify cost improvement opportunities, contributors of cost trends and variance from standards
Establish and maintain a “costed-BOM” approach to Service Delivery in support of catalogue pricing initiative

Education Education

Bachelor’s Degree in Business

Clark Atlanta University

Bachelor’s Degree in Business

Skills Skills

Ability to successfully manage a number of standard and customized client deliverables
Considerable knowledge of federal, state and county policies, procedures, regulations and legislation impacting the maintenance of financial records
Strong attention to detail
Demonstrated ability to perform accounting research and effectively communicate results of research through strong verbal and written communication skills
Ability to learn quickly and work in a team environment
Good working knowledge of project management, research and problem resolution techniques
Demonstrated ability & willingness to learn quickly and to apply concepts to solve problems
A general knowledge of governmental and not-for-profit accounting methods and related laws, rules and regulations
Basic development skills in any programming language is strongly desired
Proficiency in creating macros and pivot tables in Excel and importing data for reconciliation/comparison from multiple data sources

Create a Resume in Minutes

15 Financial Specialist resume templates

Read our complete resume writing guides

Gti-financial Specialist Resume Examples & Samples

Ongoing, standard reporting and forecasting of Portfolio Financials - including review, presentation, control, feedback and ownership elements
Managing Project / Program / Initiative hierarchies including Business Case and Work Requests
Ensure data management processes are implemented to guarantee that accurate and consistent messages can be relayed, at all levels
Investigate the possibility of tying financials to project milestones
Assist in laying out volume, demand and order data to encourage more accurate forecasting
Assist with the second phase of the Clarity implementation process
Ad Hoc reporting and analysis as and when required

Financial Specialist, Technology Resume Examples & Samples

Reconciles expenses to accounts and cost centers by analyzing invoice/expense reports
Properly codes invoices with correct account and department codes
Accurately tracks all invoice data in a central repository database
Maintains historical records by scanning and filing documents
Properly documents, sets-up, and tracks invoices in Expense Manager
Accurately tracks invoice data against purchase orders
Protects organization's value by maintaining confidential information
Provides additional support as needed
Minimum of a high school diploma. BS in Finance, Accounting or related degree preferred. Two (2) years of accounts payable experience preferred
Knowledge of the following highly preferred

Financial Specialist Resume Examples & Samples

Expertise in Microsoft Word, Excel and PowerPoint with advanced database skills
Proficient in creating/maintaining existing Excel-based models
Intermediate understanding of underwriting and carrier renewal methodologies, prior analyst experience required
Three to seven years of insurance industry or comparable experience
Ability to successfully manage a number of standard and customized client deliverables
Understanding of and ability to effectively articulate plan cost variances and utilization anomalies
Understanding of Willis technology (such as, Willis Med) to monitor/analyze claims information and financial impact
Ability to maintain annual renewal reports, quarterly reports, and benefit surveys
Supports financial aspects of benefit planning, including but not limited to, funding arrangements analysis, plan design strategies, competitive benchmarking analysis, and employee contribution modeling
Analytic, math and problem solving skills
Superb organizational skills
Ability to establish priorities and multi-task
Advanced presentation skills
Performs professional level work that typically requires processing and interpreting, more complex,less clearly-defined issues
Nature of work requires increasing independence; receives guidance only on unusual complex problems or issues
Work review typically involves periodic review of output by supervisor and/or direct “customers” of the process
Office Hours: 8:00 – 5:00 with additional time when necessary to complete job tasks

Licensed Financial Specialist Resume Examples & Samples

FINRA Series 6 or 7, 66 (or 63 & 65), and State Life and Health licenses required
Retail banking experience strongly preferred
Knowledge of financial markets, and products
Proven ability to gain client trust quickly as well as to create partnerships to achieve expected outcomes
Strong computer skills to work with high tech desktop tools

Financial Specialist Resume Examples & Samples

FINRA Series 7, 66 (or 63 & 65), and State Life and Health licenses are required
Minimum of 2 years experience in the brokerage business, investor call center, or the insurance call center, with demonstrated success in developing customer relationships. Additionally, they will demonstrate the following knowledge, skills and abilities
Ability to learn quickly and continuously, and to master complex financial products

Financial Specialist Team Manager Resume Examples & Samples

FINRA Series 7, 66 (or 63 & 65), 24 (or 9 & 10), and State Life/Health licenses are required
Minimum of 3-5 years of demonstrated experience in the brokerage industry is required
Minimum of 1-2 years demonstrated supervisory/management experience, preferably with sales supervision of brokerage activity and/or sales/service activities is required
Minimum of 1 year of proven success in the Retail Bank, or Bank Brokerage channel preferred
Significant working knowledge of: compliance regulations, investment market, securities products, sales process, brokerage operations, and bank products required
Significant knowledge of all aspects of investments and the retail branch banking businesses, work-streams, and products required
Ability to manage, train, coach and mentor a remote sales force on all operational and sales related activities in a highly collaborative environment
Ability to work in a fast-paced environment while managing and prioritizing workload effectively and efficiently
Strong ability to adapt to various personalities and conversation styles as well as exceptional interpersonal communication, presentation, and verbal/ writing skills

Senior Financial Specialist Resume Examples & Samples

Complete Third Party Benchmarking with other similar organizations
Two to five years of experience, required
Familiarity with health care environment and health systems a plus

Project Financial Specialist Resume Examples & Samples

Implementing and supporting standardised approach to financial tracking and forecasting
Developing a strong relationship with the Business and Finance Management (B&FM) group
Assist all GTI Project Managers in the execution of the financial components of projects and programs, in a standardised and consistent manner, including
Business Case Development at a project and program level
Monthly project reporting at a GTI business area portfolio level
Assist in the production of the weekly PMO performance report and analysis
Assist in the production of the monthly PMO strategic investments report and analysis
Actively participate in change management and seek ways to improve current reporting
Actively promote the current reporting to the PM community
Actively participate in on going training for the PM community
Review cost data with project managers and management, including variance analysis, and coordinate resolution of concerns with other cost team members
Influence and develop other key reporting metrics across the Portfolio
Ensure consistency across the PMO in the preparation of project budgets

Financial Specialist Resume Examples & Samples

Serves as technical expert for Government financial information management
Assists in the development of logical and physical systems design
Reviews and prepares systems documents and specifications
Provides technical interpretation of financial policy and concepts underlying Federal accounting and reporting regulations and procedural requirements
Prepares report, studies, and documentation, deliver presentations, and participates in meetings
Ability to pass a sensitive security/background investigation
4+ years of experience including
Experience using Agile
Experience with FDIC

FP&A, Senior Financial Specialist Resume Examples & Samples

Maintain relationships with operational and WW finance teams / leadership to ensure quality deliverables and proper information flow
Identify, analyze, and monitor issues that affect profitability, growth, and productivity
Oversee the development and maintenance of financial models / reporting that support current and long term strategic initiatives and decisions, including business case development for new initiatives
Evaluates and reports the on-going financial impacts and effectiveness of initiatives, and overall EUE Operations
Develop clear and informative methods of presenting financial data, Management presentation materials and other formal financial materials and communicates the results
Facilitate the annual planning / budgeting process and ensure that the business and financial plans are in place to deliver on mid/long term targets, company objectives and initiatives / strategy
Drive effective monthly and quarterly financial forecasting and actual results reporting process
Lead special projects as designed and defined by the VP Finance or President
Participate as financial representative on project teams
Provide financial expertise/support in building business cases for strategic initiatives
Consolidating financial information across EUE as required
Support of the TechZone expansion initiative, including modeling and performance reporting
Self-motivated with strong organizational and leadership skills and strict attention to detail
Ability to set clear goals, manage issues and escalate when necessary to achieve results

Senior Financial Specialist Resume Examples & Samples

Standardized and automate per event cost re-class process that allows for more significant focus on actionable and timely analytics that drives both top and bottom line growth
Assist in KPI definition & performance measurement
Model cost elements of event and program delivery models, propose and help drive cost optimization (including inventory carrying costs) within operating metric parameters (SLA's)
Assist in rate setting for pricing and performance measurement reporting
Establish and maintain a “costed-BOM” approach to Service Delivery in support of catalogue pricing initiative
Develop Operations financial measurements, report performance
Develop, maintain and communicate financial models / reporting that support current and long term strategic initiatives and decisions, including business case development for new initiatives
Complete ongoing route level analysis to help identify cost improvement opportunities, contributors of cost trends and variance from standards
Strong Excel and PowerPoint skills including experience with Microsoft Visual Basic (macros), Access database experience a plus
Ability to work in a dynamic environment and under tight deadlines
Ability to effectively communicate with Sr. Management, Sales, Delivery, and Sales Support personnel on bid opportunities
Strong interest in continuing professional development

Senior Financial Specialist Resume Examples & Samples

Model product / logistics cost elements of event and program delivery models, propose and help drive cost optimization (including inventory carrying costs) within operating metric parameters (SLA's)
Support Techzone to drive efficient and effective management of inventory, controls, carrying costs & logistics
Develop Supply Chain & Logistics financial measurements, report performance
Assist with planning: inventory, sourcing, aging, stock balancing, DC site /space rationalization, FSL site / space rationalization, FSL parts balancing (Baxter)
Prepare reports on suppliers, operations, inventory, logistics, and purchasing key metrics. Measure those metrics against goals and seek ways to improve performance and reduce costs
Assist with development and maintenance of the parts planning and forecasting tools in support of the development of a reliable, standardized, and consistent parts delivery system
Develop, maintain and communicate financial models / reporting that support current and long term strategic initiatives and decisions, including business case development for new initiatives (i.e., “Kitting”, BlueAsh, repair center optimization, etc)
Partner with Corporate Controller’s office on inventory planning, reporting, controls
Responsible for keeping inventory financial management tools up to date and ensure all processes are being followed to ensure all inventory and financial systems are in compliance

Financial Specialist Resume Examples & Samples

Assist the structuring team in the development and design of ABS programs including; Review, interpret, and validate sections of the offering and legal documents. Assist in asset pool selection, analytics, and modeling cash flows. Coordinate due diligence effort with external accountants. Respond to requests and communicate with treasury, tax, legal, risk management, investment bankers, and outside legal counsel
Maintain and/or develop specialized accounting and servicing support for ABS transactions under US/Canadian/International accounting standards and related regulations including; Asset selection and removal based on established criteria. Assist with maintenance of ABS systems and database records. Monitor pool performance for compliance with investor triggers and regulations. Prepare monthly servicing reports, journal entries and supporting documentation. Prepare monthly and annual SEC filings for public ABS transactions. Coordinate annual servicing audits performed by external accountants. Develop and maintain control procedures for ABS transactions under SEC Regulations
Prepare wire requests and reconciliations for daily collections related to public ABS transactions and the Like Kind Exchange program
Support the company’s hedge accounting programs including; Provide analytics and accounting support in the development of hedging strategies. Provide data input and maintain model used by treasury in interest rate risk management. Prepare hedge accounting documentation, perform effectiveness testing and analysis. Prepare accounting entries and reporting under US/Canadian/International accounting standards
Develop understanding of Treasury activities
Analyze various general ledger accounts / supporting schedules and reconcile as necessary
Prepare supporting schedules for the company’s financial statements and footnotes
Continuously develop knowledge base to keep current on existing and emerging issues in both accounting and banking to assist in meeting accounting and regulatory requirements
Develop recommendations and action plans to improve processes and controls to eliminate or mitigate risks related to the company’s financing and hedging programs
Undertake special assignments including the resolution of problems and assistance in the development of new processes and support systems
3-5 years professional accounting & financial analysis experience

Financial Specialist Resume Examples & Samples

Assist the structuring team in the development and design of ABS programs including
Bachelor’s degree in accounting, finance, or business
Master’s degree in accounting, finance, or business
Treasury and/or banking experience

Financial Specialist Resume Examples & Samples

Demonstrated experience with payables and receivables
Comprehensive knowledge of Microsoft Word and Excel
Prior general ledger experience

Financial Specialist Resume Examples & Samples

Assists Director of Clinical Operations with financial reporting and analysis. Compiles data, prepares cost, budget and account analysis. Assists with financial projects. Prepares lead schedules for manager's review
Associate degree with course work in accounting and a minimum of 3 years bookkeeping or related accounting experience or the equivalent combination of education and experience where similar knowledge, skills, and abilities may be acquired
Solid computer skills, particularly in Windows, Excel, and Word
Clinical trial financial experience

Financial Specialist Resume Examples & Samples

Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point
Knowledge of and the ability to identify and engage potential opportunities in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact
Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations
Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines
Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty
Knowledge of and the ability to conduct daily and strategic activities in an organization's sales function
Knowledge of and the ability to sell an organization's products and services
Knowledge of various types of customers and ability to analyze customer activities, profiles and information
Ability to utilize tools and techniques for understanding the needs of customers; markets to clients a full suite of bank products. Promotes financial ideas and solutions from new or existing relationships resulting in increased revenue generation

Financial Specialist Resume Examples & Samples

Previous experience demonstrating skills in financial management, budgeting, computer modeling and cost accounting is required
Assist in budget preparation and analyzing budgets
Financial analysis and financial forecasting
Experience in multiple department consolidations with intercompany activity
Ability to work in a fast-paced environment with on-going deadlines is desired
Previous healthcare industry, hospital system, or integrated healthcare organization experience is desired
Extensive knowledge of general accounting, financial management, budgeting, computer modeling, and cost accounting is required
Knowledge of GAAP required
Knowledge of healthcare finance is preferred
Must be proficient in spreadsheet and graphics software, specifically Excel
Must possess personal computer and software knowledge to include Excel, Word, PowerPoint, Visio & Outlook
Knowledge of Crystal and Lawson is preferred
Must have strong analytical and problem solving skills
Ability to read and understand financial reports and budgets
Ability to conceptualize and translate the description of a business into numbers
Ability to organize an approach to preparing a financial feasibility

Financial Specialist Resume Examples & Samples

Conducting examinations that require an integrated analysis or intricate and complex accounting systems, business activities, and financing over a broad range of transportation industries as they impact management and transportation security programs. Developing and applying unique or extensive probing and analysis techniques and methods. Providing internal management control; performing policy development; and providing facility management
Serving as Undeliverable Orders (UDO) Coordinator for OIT, working with Contract Officer Representatives (CORs) and the Office of Financial Management to reopen accurate UDO status, and following up with the COR to ensure timely and proper contract closeout actions. Serving as the Program Spend Plan Maintenance Coordinator, ensuring that the supported plans are properly populated and provided to OIT divisions, and ensuring the proper execution to division spend plans
Serving as Liaison between OIT and the Chief Financial Officer (CFO), ensuring that all budgets tasking from the CFO are completed in a timely basis. Serving as SME to the Deputy AA, BMO Director, General Managers, and eight Divisional Directors on all financial management matters
Coordinating with organizational Program CORs to determine the proper UDO status and following up with CORs to ensure UDOs associated with expired contracts are properly closed out

Financial Specialist Resume Examples & Samples

Master's Degree in business or related field with 10 years experience or a Bachelor's degree in business or related field with 20 years experience. Equivalent experience could potentially be substituted in lieu of degree subject to client approval
US Citizenship required. Candidate must be able to pass a Special Agent Check (SAC) prior to hire date. In addition, candidate must be able to successfully obtain and maintain a DoD security clearance
Prior System Program Office (SPO) experience

Financial Specialist Resume Examples & Samples

Maintain financial records of revenue and expenses for the department
Track all department data entered into Ellucian Banner Finance
Collect documentation for all financial transactions or contracts of department
Monitor and maintain several organizational accounts for the department
Ensure accuracy of organizational accounts and classification of account numbers for all purchases and transactions, making routine adjustments and processing journal vouchers as needed
Serve as point of contact and fiscal support for department
Communicate frequently both with external customers/vendors and also internal customers for reconciliation, reviewing and processing invoices before final approver
Ensure business memorandums of understanding and contracts are up to date
Monitor encumbrances and coordinate with Purchasing to close any outdated encumbrances
Prepare financial reports and summaries, forecasting through the fiscal year to ensure budget goals are met and on target, making adjustments as needed
Estimate revenue and expenses of department, forecasting budget using historical data/reports/inputs for budget analysis
Prepare weekly budget report for Administrative Director
Meet monthly and as needed with University Life Budget Office
Run monthly report of interdepartmental charges and prepare invoices to be sent to other Mason departments for services rendered at all clinics
Maintain weekly patient statements sent out through Medicat electronic health record software, ensuring notifications are promptly sent out for any aging balances, and delinquent accounts are sent to Accounts Payable for financial holds
Monitor electronic funds transfer account
Reconcile daily deposits and provide monthly audit of deposit reports completed by the front office
Serve as department liaison for Banner, equipment and Human Resources
Monitor generic billing e-mail/Virtual Merchant (VM) transactions and serve as backup as a front desk receptionist
Ensure VM online settlement reports, completed by the front office, are accurate; and
Accounting/finance experience
Accounting or finance degree, or an equivalent combination of education and experience
Knowledge of financial reconciliation, budget preparation and accounts payable
Medical billing experience
Prior employment at a university
Ability to multitask and prioritize work tasks; and

Senior Financial Specialist Resume Examples & Samples

Experience examining, reporting, AND tracking financial and programmatic information in order to resolve discrepancies
Experience operating and utilizing automated accounting and/or financial management systems (e.g., DELPHI accounting system, Oracle Federal financials, etc.) working with charts of accounts to prepare and/or analyze financial reports or similar work in accordance with generally accepted accounting principles to solve problems
Experience INDEPENDENTLY planning and conducting financial management reviews or analysis to monitor and evaluate accounting and financial management problems or issues to ensure compliance with Federal laws, regulations, guidelines and/or policies

Financial Specialist Resume Examples & Samples

Responsible for processing payroll for Therm-O-Disc’s domestic sites
Assist in the preparation of the company’s income tax and asset work papers
Process information for the Therm-O-Disc Profit Sharing Retirement Plan and assists in finalizing yearly payout
Reports and prepares for payment all child support, tax levies, garnishments, court related mandatory deductions, voluntary deductions such as YMCA, ERGF, United Way, and Protective Life
Enter required data and payment processing for Commercial Activity Tax, Washington Excise Tax, and Philadelphia Excise Tax
Completes various reports for Plant Accounting and Business Unit (i.e., Payroll Tax Expense, Headcount Labor Reports, Shift & Tool Allowance, Hours Worked & Cost of Quality, budgeting etc.) as well as other periodic requests from various administrators. (i.e. profit sharing, governmental reporting, accruals, professional tax fees, lease schedules etc.)
Assist with banking profiles and the generation of wire and ACH payments to foreign vendors, taxing authorities and other required payees. Assist with daily cash posting and bank reconciliation
Create and post various general ledger journal entries and reconciles various balance sheet accounts
Assist with month end, quarter end, and year end closing processes
Processes for deposit all incoming Account Receivable checks
Administer the petty cash (replenishing, distribution, and bank reconciliation)

Financial Specialist Resume Examples & Samples

Knowledge of and ability to apply principles, concepts and theories of governmental accounting and auditing practices
Analytical skills to recognize critical elements of problems, develop and evaluate data, determine solutions and make logical and prompt recommendations
Excellent interpersonal and communication skills required to work effectively with administrators, staff and representatives of other public and private organizations
Self Starter. Ability to work independently or in a group setting
A Master's degree from an accredited** college or university in Accounting, Finance, Public Administration or Business Administration

Senior Financial Specialist Resume Examples & Samples

Current Resume (with relevant experience listed)
Minimum of three (3) professional references including contact email address and phone number
Letter of Interest, (no more than one (1) page), indicating how you meet the qualifications and why you believe you are the ideal candidate for this position
Bachelor's degree in Accounting or Business Management, with a minimum of 18 quarter/12 semester hours of accounting coursework from an accredited institution whose accreditation is recognized by the U.S. Department of Education or the Council for Higher Education Accreditation (CHEA) or a foreign equivalent
Advanced level experience in AFRS, AFRS transaction codes, Toolbox, Travel and Expense Management System (TEMS), Treasury Management System (TM$), and Enterprise Reporting Systems
Two (2) years of experience supervising staff performing professional accounting duties
Professional experience in general ledger accounting, and providing consultation and advice in a governmental accounting environment
Intermediate skill level in Microsoft Excel and Word

Academic Financial Specialist Resume Examples & Samples

Obtaining proper documentation for backup and processing purchases and reimbursements using the appropriate method (RX, LVPO, PO, PV, P-Card, Sunrise)
Work with vendors and independent contractors (including visiting faculty and students) to obtain proper documentation for reimbursements
Monitor and resolve outstanding encumbrances on ASU accounts using Advantage Web Reports
Monitor purchases utilizing multiple accounts and allocate expenses as needed
Interpret ASU policy and CIDSE policy and disseminate information
Approve purchasing and reimbursement documents in Advantage
Gather, review, enter travel requests and claim reports for the unit. Provide information to faculty, staff, students in preparation of travel requests and claim reports
Utilize travel dashboard to monitor status of claims and follow up with traveler as needed
Interpret ASU Travel Policy and disseminate information as appropriate
Take appropriate action to ensure expenditures conform to project funding changes,
Participate in internal and external audits by responding to requests for presentation of supporting files, documents and other associated media from external and/or internal audit staff
Remain current regarding all newly created, changed and/or updated policies, practices, methods, Performs routine accounting, and other financial or related functions,
Create routine and special reports using on-line tools such as Dashboards and My Reports, spreadsheets, databases, PowerPoint and other software, as appropriate based on targeted audience and purpose
Assist with or performs monthly (at a minimum) payroll reconciliations in order to ensure compliance with University policy and procedure and audit requirements. This includes confirming accuracy of job data in online payroll system, appropriate record-keeping, and taking appropriate action in a timely manner to correct payroll or accounting errors; may work collaboratively with the academic human resource specialist
Assist in implementation of procedures for daily operations of assigned functions according to established policies; prepares and updates desk manuals
Maintain and controls department records (hard copy and electronic), files and inventory functions to ensure compliance with all requirements and policies
Event Planning to include setting up catering, parking, locating venues, working within budget parameters
Experience working in Higher Education
Experience working in the accounting and/or budgeting area
Demonstrated knowledge of PC based software for spreadsheet, database, word processing
Demonstrated knowledge of basic problem solving
Experience in coordinating activities and establishing priorities
Experience working effectively in an environment of quickly changing priorities
Experience preparing reports with complex details
Evidence of effective written and verbal communication skills

Aro-financial Specialist Resume Examples & Samples

Schedules Oversees and budgets to ensure goal attainment
Support product line for budget and expense control and analysis
Platform budget expense and budget analysis and control

Financial Specialist Resume Examples & Samples

Negotiate clinical research budget terms with funding agencies on behalf of the University and the study’s Principal Investigator per PHEM SOPs. Meet with disease teams handling the trial to determine and document the standard of care and the research related procedures. Amend study budgets as required including re-negotiation following amendments. Conduct Medicare coverage analyses (MCAs) for such studies through the review of protocols, informed consent forms, contracts, Notices of Grant Awards, FDA letters, and Medicare provisions. Provide information to PIs and other staff to help determine the effectiveness of taking on a particular study. Work with Academic Administrator to route agreements for legal review
Conduct timely analysis and auditing of vendor submitted invoicing within the IU financial database(s) to limit liability. Collaborate with vendor(s)/ hospital partners to correct billing errors either by hold or cancellation of submitted invoices in a timely, fiscally compliant manner to negate risk of fraud. Notify Accounts Payable in Bloomington of any discrepancies in vendor billing resulting in cancellation
Maintain information regarding financial data of clinical trials, in appropriate databases including OnCore. Conduct all invoicing, disbursement vouchers and purchase orders for assigned studies
Assist research teams with any patient billing complaints with the appropriate vendor (IU Health) and ensure compliance via properly created and maintained grant charge forms in OnCore
Complete monthly internal billing reports to ensuring that income that is made from the trials is properly applied to the correct account

Financial Specialist Senior Resume Examples & Samples

Minimum of a High School diploma (or equivalent) with 16 years of functional area experience; (or) Associates degree with 13 years of functional area experience; (or) Bachelor’s degree with 10 years of functional area experience; (or) Master’s degree with 8 years of functional area experience
Working knowledge of desktop applications including Microsoft (MS) Office Suite (MS Word, MS Excel, MS PowerPoint)
Prior Commercial Derivative Aircraft (CDA) experience
Prior government funding programs (e.g. Comprehensive Cost and Requirement System (CCaRS), Commanders Resource Integration System (CRIS), Wide Area Work Flow (WAWF) and Automated Business Services System (ABSS), etc.)

Financial Specialist / Wpafb Resume Examples & Samples

Minimum of a High School diploma (or equivalent) with 16 years of functional area experience; (or) Associates degree with 13 years of functional area experience; (or) Bachelor's degree with 10 years of functional area experience; (or) Master's degree with 8 years of functional area experience
US Citizenship required. Candidate must be able to pass a Special Agent Check (SAC) prior to hire date. In addition, candidate must be able to successfully obtain and maintain a DoD security clearance
Defense Finance and Accounting Service (DFAS) experience

Financial Specialist Resume Examples & Samples

Performs specialized financial, accounting or planning activities, investigations, coordination and analysis
Direct and/or assists in the preparation of special studies, reports, analyses and makes recommendation in areas such as reconciliation, budgets and forecasts, for management use
Coordinates with corporate/divisional management to review and resolve financial matters
Represents financial management in meetings with other state organizations to resolve mutual problems and implement new procedures and controls
Produces weekly, monthly and quarterly reports and analysis
Assists in preparation and data input as requested
Maintains and assists in designing financial reports related to payments, fees, and commissions for COHBE
Provides trend reporting and other analysis
Performs additional business operations duties as required
Coordinates changes to existing reports or requirements for new reports across departments
Provides analytical expertise to a diverse group, including partners, managers and subject matter experts
Follows all pertinent policies and procedures
Functions positively in a technological and team-based environment
Makes suggestions for improvements throughout the business process
Follows all guidelines in compliance with security and privacy standards, inclusive of but not limited to FTI, PHI, and HIPAA standards
Maintains production standards
BA/BS in Finance, Accounting, or Business or equivalent experience required
Minimum of two years broad financial experience
Experience with Cognos is preferred
Ability to work closely with management to ensure the most accurate financial reporting
Capable of working independently and resolving practical problems
Excellent interpersonal skills and ability to work in a team-oriented environment
Working knowledge of Microsoft Office programs, specifically excel to include macro’s, pivot tables, IF statements and nested IF statements
Familiarity with reporting solutions
Experience with complex data analysis in support of operations environments
Must have ability to pass background check
Finance & Accounting

Financial Specialist Resume Examples & Samples

Prepare, review, verify, and process accounting transactions utilizing the internal accounting system (New World) and the statewide accounting system (AFIS). Accounting transactions include, but are not limited to, purchase requisitions, claims, vouchers, journal entries, revenue/expense transfers, revenue deposits, and program disbursements
Prepare deposits and cash receipts logs for checks received through mail
Prepare various monthly billing and conduct revenue collections and posting
Reconciliation of bank statements: US Bank Purchase Cards
Monitor for compliance with established policies, procedures, and rules. Responsible for maintaining finance policy and procedures current through regularly scheduled reviews
Monitor for capital expenditures, conduct asset inventories and reconcile to fixed asset schedules as requested. Responsible for asset inventory of the Finance Office - recording and tracking capital assets and maintaining the required reports
Perform monthly cost pool clearing allocations reconciling to general ledger and prepare journal entry transfers between funds
Provide administrative and technical support to Administrative Services Director/CFO and Finance management and budget staff. Regularly communicate with AOC personnel, responding to inquiries and resolving problem areas promptly
Responsible for audit-proof organization and management of files and documents, such as, journals, bank statements, invoices, purchase requisitions, vouchers, travel reimbursement receipts, contracts and agreements
Demonstrate continuous effort to improve operations, streamline work processes, and work cooperatively and jointly to provide quality seamless customer service. Communicate with Court departments to determine changing needs and problems

Academic Financial Specialist Resume Examples & Samples

Experience in university payroll and contracts including Payroll Transaction Request (PTR) and PeopleSoft
Experience in MS Excel and Word
Demonstrated knowledge in Kenexa BrassRing

Financial Specialist Resume Examples & Samples

Experience developing reports to assist in analyzing financial data to determine inconsistencies, draw conclusions, and determine trends
Experience providing financial advice and guidance to senior level team members and managers; and
Experience developing policies, standard operating procedures, and guidelines affecting the organization's financial systems
Experience preparing written documentation; presenting the results of financial analysis, and special studies to management for use in the decision making process
Experience assisting in the design and development of financial system examination through the analysis of financial system practices and procedures and
Experience analyzing operations, financial systems, periodic and special reports and system edits to develop information on trends, anomalies, problems, and developing solutions

Senior Financial Specialist, Europe Resume Examples & Samples

Create processes for new leasing programs created in partnership with the Regional Finance Managers, internal channel partners, and external lending partners
Manage the Flex Financial program portfolio across Europe, making sure that the options available are suitable to each geography and that relevant business needs are acknowledged and incorporated into processes
Represent Flex Financial at Stryker’s Regional Headquarters in Amsterdam, Netherlands and support senior leadership based there
Support the Regional Finance Managers in their efforts to train product sales reps across the organization to understand financing, its value, and their options and to be able to better communicate its value to providers
Create content that the Regional Finance Managers can use for presentations to keep the Flex Financial message and branding consistent
Broadcast wins to European leadership and the sales rep to increase awareness and engagement
Drive the development of tools for the sales force to use to create finance quotations
Manage project for Stryker Flex Financial that span business units by identifying stakeholders, managing risks, creating the project plan, and meeting time, budget, and scope constraints
Build accurate and compelling ROI modeling to support strategic initiatives
1 to 3 years asset finance, project management, healthcare environment preferred
Other Skills
Fluency in French and/or German preferred
Ability to be persuasive in the absence of organizational authority
Excellent verbal and written interpersonal communications skills
Must be able to review printed and handwritten materials
Ability to prioritize work and keep accurate, detailed, and confidential records
Must be able to understand and work within complex interdivisional procedures and policies
Self-managing, high-performance, customer-focused team environment
Responsible for contributing to achievement of Stryker business objectives
The employee is expected to adhere to all company policies and to act as a role model in the adherence to policies
Travel as required
Position to be based in Amsterdam

Senior Financial Specialist Resume Examples & Samples

Manage and evaluate the forecasting, budgeting and strategic planning activities for Mercer Services in coordination with the global Delivery Leads 
Provide financial planning, reporting and analytics support to business partners to help achieve financial and operational objectives while ensuring that the vision aligns with the firm’s overall objectives 
Define a process to ensure transparency of reporting to LOBs/ Countries
Proactively suggest and implement changes to streamline processes and improve effectiveness of support that Finance provides to Delivery Leads and Country / LOBs 
Prepare expense and headcount analysis as well as performing ad hoc analysis as requested 
Monitor budget variances, analyze trends, to spotlight changes in the forecast and related expense implications 
Work with peers across the globe and will have exposure to senior business and Finance leaders 
Ensure that all policies and procedures are met to the highest standard and that high-quality processes and controls exist throughout the operation
5-7 years’ experience in an accounting or financial analysis role
Exceptional skills in financial modeling to execute the forecast, financial planning and reporting processes
The candidate must have a drive to automate and systemize processes as the role will require transition from manual to systemic processes working within Mercer’s financial infrastructure
Proficiency in cost accounting and associated metrics reporting
Results-focused, analytical approach with a strong customer / client service ethos
Self-motivator with the ability to function in a fast pace environment
Knowledge with financial systems (Oracle, Hyperion, Essbase) a plus

Financial Specialist Int. / Senior Resume Examples & Samples

Manage the ACD CTSU clinical trials financial portfolio. Duties will include portfolio forecasting for each research cluster, monthly and annual reporting, reviewing for compliance issues, budgetary constraints, and discrepancies. Advise on portfolio finances providing alternatives and realistic solutions while maintaining efficiency
Bachelor’s degree with 3 to 5 years of experience in finance or management
Previous experience working in pre- and post-award clinical trials

Project Controls Financial Specialist Resume Examples & Samples

Assists Project Manager in set-up, tracking and managing project schedules, financials and reporting
Tracks tasks for budget and schedule adherence, drafts amendments, prepares invoices, and tracks cash collections
Adds value to projects
Communicates with AECOM project team members
Produces high quality deliverables and adherence to AECOM policies
Coordinates with coworkers and other engineering disciplines
Depending on the project and the PM, acts as point of client contact, communicating directly with client project manager and client accounting staff
5+ years of experience working with MassDOT or other state agencies
State agency and financial background
Ability to work with engineers and architects as well as state public officials and accounting personnel
Highly organized person, able to multi task and assist Project Managers with project set-up, scheduling, progress reports, financial tracking, and reporting/ invoicing to state agencies
Ideally, recent experience with a consulting Architectural, Engineering or Construction firm

Financial Specialist Resume Examples & Samples

Serve as the administrative point of contact for library project grants, including general, designated, gift, auxiliary, and equipment funds
Troubleshoot and resolve issues with transactions, identify and correct errors, answer questions, and provide information and assistance to project grant directors in analyzing project status
Initiate and follow through on all transactional activity with the Share Service Center (SSC), including accounts payable, accounts receivable, statement of activities/gross pay register reconciliation, travel and expense, and journal entries
Prepare monthly, quarterly, annual, and ad hoc reports to assist in budgetary oversight and financial analysis of funds for divisional activity
Prepare service unit billings to process expense charges to university departments
Initiate purchases of supplies and equipment using a variety of methods including purchase requisitions, purchase orders, and payment requests
Assist with requests for quotations/proposals for purchases going through the bid process or sole source justification when required
Work with faculty, staff, and vendors to troubleshoot and resolve purchasing issues and follow purchasing requests through to completion
Assist with chartfield maintenance including opening/closing new project grants, shortcodes, maintaining library’s list of funding sources
Recommend new and revised business processes to improve efficiency and effectiveness, and assist department with implementation of new processes and procedures
Performs outreach services to library constituents in order to provide review, analysis, and forecasts related to financial activity across specific divisions of the library
Provide assistance in support and administration of library’s sponsored program activity, and perform other financial tasks and assume other responsibilities as requested
Bachelor’s degree and one year of related financial/budgeting experience or an equivalent amount of experience and education
Knows and applies fundamental financial concepts, practices and procedures to business needs
Ability to generate accurate financial reports within established timelines
Ability to provide quality customer service to internal and external customers
Demonstrated ability to collaborate and communicate effectively
Demonstrated ability to analytically problem-solve and use data analysis in reporting
Understands and values diversity and the importance of inclusion. Commitment to apply and incorporate the differences, complexities, and opportunities that diversity brings to an organization
Knowledge of administrative data systems, information and computing resources
Knowledge of financial data warehouses and competence creating queries
Knowledge of travel and expense reporting and reconciliation

Financial Specialist Resume Examples & Samples

Providing budget analysis, cost analysis, cost scheduling, and cost estimating of activities in order to monitor airport funding and ensuring budget requirements are met
Providing financial management expertise and technical advice and guidance to FSD management and the Administrative Officer
Reviewing cost performance reports and cost estimates prepared by TSA Headquarters and analyzing and evaluating reports to track and validate airport funding

Financial Specialist Intermediate Resume Examples & Samples

Monitor financial transactions, primarily on general funds, gift funds and designated funds, on a monthly schedule
Investigate and correct errors in accordance with School, University and Government guidelines
Follow up on outstanding issues and respond to questions as needed
Prepare financial reports and distribute to Principal Investigators
Produce management reports for leadership, ie.gift fund projections, financial aid commitments, etc as needed
Act as liaison with Financial Operations to resolve issues
Participate in regularly scheduled meetings and assist project directors with financial planning on their accounts
Determine and establish new chartfield combinations as needed. Make recommendations to improve the School ledger as appropriate
Prepare and process financial documents such as cash deposits
Coordinate with the SOE Human Resources office for appointment changes as needed
Review and approve Concur expense reports, non-PO vouchers and student & non-UM employee travel expense reports for accuracy and compliance
Procure goods and services required for School operations from various sources such as University Marketsite and prime vendors using MPathways procurement system
Interact and work closely with University Procurement offices on service agreement projects and other situations when appropriate
Identify, address and resolve accounting problems in collaboration with the Director of Financial Planning and Management, as well as the Shared Services Center
Back up other members of the Financial Planning and Management team as needed

Brokerage Financial Specialist Resume Examples & Samples

Assist clients in rectifying issues with missing documentation
Retrieve and update information on internal platforms
Monitor account activity
Research and resolve reconciliation discrepancies
At least 1 year of experience in the financial services industry
Proficiency with Microsoft Word and Microsoft Excel
Understanding of banking and brokerage firm operations

Financial Specialist Resume Examples & Samples

Experience leading budget development and execution strategies; AND
Applying financial management techniques and practices to prepare annual spend plans and create out-year budget projections; AND
Experience analyzing financial data from multiple sources to formulate financial and budgetary recommendations

Senior Financial Specialist Resume Examples & Samples

5-7 years in an accounting or financial analysis role
Understanding of database systems
Drive to automate and systemize processes as the role will require transition from manual to systemic processes working within Mercer’s financial infrastructure

Financial Specialist, GS Resume Examples & Samples

Travel card required
Experience utilizing automated financial systems and software to monitor, track, analyze, and report financial and project data
Experience applying principles, concepts, and practices related to financial programs
Experience with computer software, such as Word, Excel, or other similar computer systems

Financial Specialist Senior Resume Examples & Samples

30%Budget support and analysis
Experience with University of Michigan’s M-Pathways Financials Systems
Knowledge of University policies and procedures, including those regarding human resources, financial management, internal controls, procurement, and student services
Ability to effectively manage assigned personnel
Position Criteria
Ability to handle multiple tasks at once
Ability to interpret financial data, write reports, and effectively present financial data and analysis
Excellent interpersonal skills and evidence of working collaboratively and diplomatically to foster strong teamwork
Ability to demonstrate excellent problem solving skills and be a self-starter
Ability to demonstrate excellent verbal and written communication skills
Ability to demonstrate strong customer service skills
Demonstrate strong Microsoft Office skills
U-M EEO/AA Statement

Pathways Recent Grad Financial Specialist Resume Examples & Samples

40% of travel is required
Experience examining, analyzing, and interpreting financial and accounting data; OR
Experience analyzing and evaluating changes in program plans and funding and their effect on financial and budget program milestones; OR
Experience analyzing financial and budgetary relationships to develop recommendations for financial and budgetary actions

Financial Specialist Intermediate / Associate Resume Examples & Samples

Responsible for the development, management, and day-to-day operations of the CTRAC. Support the CTO supervisory staff and CTRAC. Answer investigator, committee member, and staff questions appropriately. Act as a conduit between the staff, supervisors, investigators and the CTRAC. Prepare and review budgets and meeting agendas; ensure minimum standard requirements are met. Report funding outcomes to committee and study Principal Investigators
Bachelor's degree or equivalent years of relevant work experience in the area of clinical trials, grants, or finance
2 or more years of progressively responsible experience in budget development and/or account reconciliation; alternatively 2 or more years of progressively responsible experience in clinical trials data management or study coordination
3 or more years of progressively responsible experience in clinical trials budgets and account reconciliation
2 or more years of experience in department or committee administration

Financial Specialist Resume Examples & Samples

Serves as point of contact for internal and/or external client and provides high quality service
Owns supplier relationships
Owns/executes processes through appropriate system application
Educates clients/associates on policies, procedures and plans
Develops and maintains processes and policies, and work flow documentation
Troubleshoots client/associate issues and works toward resolution and understands when to escalate issues
Researches information and performs reporting where appropriate
Encompasses a good understanding of domain area
Performs other responsibilities as needed
Works in accordance with corporate and organizational security policies and procedures. Understands personal role in safeguarding corporate and client assets
Takes appropriate action to prevent and report any compromises of security within scope of role
Proficiency with Microsoft Office, particularly Microsoft Excel
PeopleSoft knowledge preferred
Experience in accounting/finance support necessity or business background

Financial Specialist Resume Examples & Samples

Ensuring that appropriate and adequate internal controls are in place in accordance with corporate procedures. To include liaising with internal and external audit teams
Responsible for performing accounting activities for IQV from and in line with US GAAP rules and according to MSD internal reporting design from end to end perspective
Review of accounting discards and accurate reporting within MSD’s internal reporting design for all regions
Responsible for alignment of discard’s P&L accounts with local repository on market and divisional level
Responsible for alignment of IQV balance account with local repository TC12 reserves per entity
Acting as a first point of contact for external and internal auditors in relation with Discard and IQV
Responsible for maintaining discards and IQV database for all regions
Support roll out of harmonization processes and activities in line with MSD’s policies and procedures
Participate in regional Governance meeting and provide pro-active feedback to stakeholders
Perform ad-hoc consolidation analysis to support business decisions
Responsible to identify and follow up on process improvement from an End to End scenario
Maintain and report performance metrics
Maintaining and reconciling inventory account balances related to COSI processes between the general ledger and SAP/WFRS to ensure aligned for all regions. Requires process and tool development
Responsible for optimizing IQV reporting and analysis of related data
Provide accurate and timely financial month-end results to business partners and customers
Responsible to provide COSI analysts estimated discard and IQV numbers on a monthly basis
Responsible to provide end to end activities for a number of HH branches
Previous practical experience of preparing accounts in accordance with US GAAP
Good SAP and Microsoft Office (Excel) knowledge
LR/GR knowledge is a plus
Able to explain complex financial concepts to non-financial stakeholders
Have the ability to robustly challenge decisions with reasoned financial justification
University or Bachelor’s degree in Business Economics, Finance or Accountancy
3-5 years of relevant experience in finance
Initiative and adaptive Open to change
Customer-orientated
Flexible in work hours and willingness to work in shifts
Intercultural experience

Financial Specialist Resume Examples & Samples

Directs the preparation of financial reports, yearly budgets and quarterly forecasts
Demonstrates strong managerial skills and strong knowledge in the areas of budgeting, forecasting financial reporting, and premium accounting
Manages unit P&L, and exercises expense control in compliance with corporate guidelines
Interfaces with all levels internally
Delivers efficient and effective business processes for quality service to clients
Monitors return on investment and profitability
Interfaces with and advises business heads and department managers regarding financial matters
Collaborates in the development of the business’ strategies and objectives along with the Financial Leader
Works closely with management to foster effective working relationships and ensure alignment with business/firm objectives
Partners to ensures compliance with corporate policies, procedures, tax regulations, local GAAP, and US GAAP regarding financial matters
College Degree in Accounting or Finance required, CPA preferred
5 to 9 years relevant industry experience, including leading multiple functions in a complex operations unit
Proven management experience required
Ability to drive results by making decisions in a proactive, timely way and establishing priorities with clear goals and responsibilities to achieve results
Ability to independently formulate solutions
Ability to lead change by effectively building commitment and winning support for initiatives
Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development
Strong interpersonal skills with the demonstrated ability to gain the confidence, respect and trust of senior executives, clients and staff
Demonstrated ability to lead others and follow-through on projects to completion
Demonstrated ability to function effectively as a team-oriented leader, able to work independently but also lead cross-functionally
Proven ability to exercise sound judgment and strong problem solving skills
Effective written and verbal communication skills, including the ability to communicate internally as well as externally with remote locations, external partners, clients, and vendors
Proven project and time management skills must be resourceful in developing alternative solutions and meeting deadlines in a real time, fast paced environment
Must demonstrate strong active listening and follow-up skills, planning, prioritizing, organization, analytical and customer/employee relations skills in the performance of all essential job functions
Strong computer skills and the ability to navigate through multiple systems without assistance, proficient in Microsoft Office
Ability to lead by example: personal service orientation, attendance, and availability in the department are critical
Core competencies include

Financial Specialist Senior Resume Examples & Samples

CPA or MBA is preferred
Experience with technical accounting research and SEC Reporting disclosures, preferred
Working knowledge / understanding of Generally Accepted Accounting Principles, accounting systems, financial reporting and financial analysis
Understanding of Internal Controls
Must possess effective teaming skills
Strong technology skills including Microsoft Office (particularly Excel, Word and PowerPoint); Experience with Hyperion Essbase would be beneficial

Financial Specialist Resume Examples & Samples

Perform expensive revenue & margin metrics
Budgeting & forecasting
Assist with reconciliation
Assist with month end closing procedures as needed
Other tasks as required and directed by finance management
1 – 3 years Accounting/Finance experience desired, however college grads are welcome
Bachelors Degree in Accounting/Finance from an accredited university
Strong analytical, written, and oral communication skills needed to effectively interact with Executive management, Department heads, Internal Auditors, and outside CPAs
Effective interpersonal skills required to work productively within a dynamic team environment
Proactive, highly organized, and energetic
Flexible with a proven ability to adapt to changing work demands
Strong Excel skills a plus, must have a strong desire to work/learn in excel
This position will require successful completion of a background check

Consumer Financial Specialist Resume Examples & Samples

Organizes the relationship between the finance vendor, central office, and stores
Collaborates with the Commercial team to determine specific finance offers to coincide with promotional events
Liaises with finance vendor concerning daily operations
Leads training initiatives that support the finance program and ensures that there are clear processes and tools in all channels for co-workers and visitors
Associate's Degree
Experience of business processes and working methods within IKEA retailing
Self-reliant with a proven ability to work as part of a team as well as independently
Skilled in verbal and written communication
Experience executing on strategic business plans and ability to follow-up to ensure that deliverables are met within the defined time period
Ability to solve problems or find new ways of working by identifying solution sources and/or ideas

Financial Specialist Resume Examples & Samples

Proficiency in creating macros and pivot tables in Excel and importing data for reconciliation/comparison from multiple data sources
Ability to interpret, write, update, and execute SQL queries
Basic development skills in any programming language is strongly desired
Maintains and assists in designing financial reports related to payments, fees, and commissions

EE Financial Specialist Resume Examples & Samples

Responsible to maintain and create product cost according US GAAP rules
Monitor inventory level and generate appropiate actions to avoid inventory risks and discards with stakeholders
Responsible for reporting accurate data to Global Repository database in line with MSD’s due date
Review and ensure accurate data is reported per branch in monthly product cost, sales and inventory consolidation close
Analyze and resolve intransit inventory in a timely manner following up to determine driver of inventory remaining intransit and partnering with parties to resolve
Analyze consoldiated costs and intercompany profit differences
Continue to meet the S404 requirements, updating documentation and performing/enhancing existing controls
Participate in special and ad hoc projects to support mangement analysis and provide ad-hoc quality support to business partners
Participate in objective setting, mid-year review, end-year review and feedback discussions with manager to foster open honest communication
Education on financial Bachelor or Bachelor of Art/Science degree or equivalent with at least 1-3 year’s experience in an analytical role
Minimum 1-3 years of relevant experience in finance
Experience with analysis of production within a financial system like SAP or other
Knowledge and experience with Lean Six Sigma
Goal-orientated
Capable of making decisions
Initiative and adaptive
Open to change
Ability to work under pressure and meets deadlines
Able to mentor effectively
Organised with good analytical skills
Flexible in work hours
Ability, willingness and flexibility to travel occasionally

Financial Specialist Resume Examples & Samples

Coordinates the financial activities at the plant including budgets, operational business plans, and associated functions to ensure accuracy and consistency
Monitor the status of proposed budget forecasts to keep plant personnel advised concerning cash flows and other expenditures
Provide financial information and prepare cost benefit analysis for the Operating Company and Generation management for use in strategic decision making and the development of the Company's Financial Model
Financial Compliance with self-assessments and other in-house audits
Work with System Owners on monthly and Year End Projections
Assists in the preparation of cost benefit studies regarding the plant's departmental performance factors for use by management in strategic business planning
Audits financial information and assists managers in analyses of plant production data
Review all plant purchase requisitions to ensure financial accuracy

Financial Specialist Resume Examples & Samples

Operating as an advisor to the account team, assist with day to day questions and provide guidance on all financial inquiries
Serve as a liaison between the account and operations teams to apprise them of budget status
Review the inventory of client billable charges and supporting documentation twice monthly
Working with the account team, finalize the month's billing
Provide monthly tracking report consisting of current and cumulative spending with comparison to budget allowance
Analyze monthly accounts receivable report and statements to ensure that all invoices have been properly issued
Perform weekly auditing and provide direction to account handlers on accounting procedures
We are looking for candidates who have at least 2 years of billing or related experience and must be proficient in Excel
Strong communication skills - both oral and written
Ability to meet deadlines in a fast-paced environment
Ability to work on various tasks simultaneously
Ability to interact with employees at all levels
Familiarity with computerized billing/accounting systems

Financial Specialist Resume Examples & Samples

Billing/Charge Reconciliation Specialist activities to ensure accountability for all services performed and compliance with billing and internal standards is maintained
Identifies opportunities and efficiencies in business office functions and operations
Manages patient accounts receivable and conducts denial analysis
Monitors departmental accounts receivable to achieve appropriate reimbursement percentages and maintain financial stability within the department
Analyzes accounts receivable to identify inequities in payment
Collaborates with CCF contract management for resolution of payment issues
Conducts revenue-reporting analysis of costs associated with performing examinations and surgical/medical procedures and recommends fee modifications
Maintains departmental charge master files and performs ongoing reviews of professional and technical charges per compliance guidelines
Administers responsibilities associated with departmental expansion
Assists in practice startup, new service lines, and affiliate programs to ensure corporate compliance adherence to capture appropriate revenue
Completes finance accounting and maps revenue of billable services
Other duties include research analysis, IDE compliance, and billing follow up
Minimum four years previous experience in collection or other related field in a health care institution
Extensive CPT and ICD 9 CM coding and medical billing and reimbursement experience
Understanding and applying third party and government payer regulations
Experience providing education and trend analysis related to revenue and reimbursement

Financial Specialist Resume Examples & Samples

Assistance in implementing and running client calculations
Cost controlling, NBI and activity indicators controlling
Monthly reporting and analysis of income and cost
Support monthly and yearly closing
Assistance in investment and economic calculations as well as benchmark comparisons

Financial Specialist Resume Examples & Samples

Support Financially the Global Supply Chain Management team (SCM : Procurement team for all Goods, Services and Logistics) located in Luxembourg
Financial Planning and Analysis of SCM cost for Europe: Monthly Reporting & Performance Analysis, Budget preparation, Annual analysis and Reconciliation of Global SCM cost, Ad-hoc Analysis
Working with cross-regional team : Purchasing, Logistics, Tax and FP&A finance teams

Business & Financial Specialist Resume Examples & Samples

Provide leadership for the department’s business operations, accounting, personnel, and financial support services functions
Responsible for completing monthly, quarterly, and year-end close accounting activities to ensure timely, complete and accurate financial reporting to departmental management, staff and faculty researchers
Responsible for the maintenance and oversight of the departmental chart of accounts in Banner and in the MechSE chart and financial reporting systems applications
Provide information and consultation services to faculty, staff and students regarding State of Illinois, University, campus and departmental procedures for personnel, payroll, purchasing, travel and other expense reimbursement. Responsible for reviewing and interpreting changes in applicable rules and regulations and recommending and developing policies and procedures to ensure continued compliance, as well as the efficiency and effectiveness of operations
Train new faculty, staff, and students on departmental, campus, and University business policies and procedures, including procedures for purchasing supplies, submitting reimbursements, business travel, and other related activities. Ensure smooth onboarding of new hires with regard to these business activities and compliance with all applicable policies and procedures
Train new Business Office and administrative staff on their responsibilities as P-card and T-card holders, and proper usage of departmental, campus, and University business systems and related policies and procedures
Responsible for reviewing sponsored project expenditures and ensuring integrity, accuracy and allowability of transactions in accordance with project budgets and agreements. Oversee the reconciliation of sponsored project funds. Design and maintain various data warehouse queries, reports, spreadsheets, and/or databases to effectively manage sponsored project funds
Assist faculty and principal investigators with the management of their research projects and accounts, including assisting with their personnel budgets and various appointments and other charges to sponsored research projects. Further assist them with managing personnel budgets by redistributing appointments of principal investigators and research staff in response to changes in research effort
Design and run complex queries in the data warehouse and prepare various standard and ad hoc financial reports for department administration, GCO, and/or faculty and principal investigators. Assist with the preparation of the department’s annual budget and multi-year forecasting projects
Complete sponsored project close-out reviews and work with the OBFS Grants and Contracts Office to close completed project accounts in a timely manner
Oversee the department’s procurement and payable operations to ensure compliance with applicable regulations, policies and procedures and timely and efficient ordering and reimbursement processing. Assist with the oversight of the department’s P-card, T-card, and iBuy and other purchasing processes and procedures
Design and run periodic complex queries in the data warehouse to monitor and analyze departmental purchasing and reimbursement transaction types and volumes, the distribution of the workload among staff, and the efficiency of work processes and procedures. Prepare reports and make recommendations therein in order to help: 1) develop more efficient and effective procedures; 2) provide for the more effective allocation of the workload among MechSE staff; 3) ensure optimization of all departmental resources; and 4) maintain the highest possible levels of customer service
Oversee the account reconciliation process and ensure all account reconciliations are performed on a timely basis and necessary accounting corrections are performed timely. Train and supervise extra help and/or student employees on the detailed processes for reconciliation and attaching the necessary transaction documentation to the electronic files used for reconciliation
Assume additional appropriate related business and financial duties to further the mission of the department
Bachelor’s Degree in Accounting, Finance, Business Administration, or a related field
Two years of experience in accounting, finance or other related work experience
Ability to organize, manage, and complete multiple tasks with multiple deadlines and extreme accuracy
Excellent customer service, follow-up, and computer skills
Excellent technical, database, and analytical skills
Strong background in accounting principles, particularly fund accounting, and business operations/administration
Master’s Degree in Accounting, Finance, Business Administration, or a related field
An understanding of University of Illinois administrative operations, policies, and procedures

Financial Specialist Resume Examples & Samples

Responsible for periodic internal financial reporting and processes governing them for Accounting, Segment and Sub Segment, Regional/Country and Client Profitability results
Provide timely, relevant and accurate reporting & analysis of the results of the division's performance against historical (including variance analysis against budget and forecasts)
Summarize conclusions from financial analysis on a pro-active basis and provide key takeaways to Segments and senior management
Design, develop, implement and maintain dashboards, reports and self-service capabilities in the Business Intelligence front-end tools (Qlikview, Qlik Sense)
Maintain and develop various financial models and standard templates distributed for use by all of Finance, ensuring quality, accuracy and focused analytic review
Research data anomalies and engage business and operational stakeholders to develop solutions
Proficient in Excel; knowledge of Access, SQL, VB would definitely have an added advantage. Proficient manipulating large datasets and combining unrelated data sources. Knowledge of Qlikview / Qlik Sense is a plus
Self-starter, task-oriented and process driven. Proactive individual who should take initiative with an analytical bent of mind
Fluent in English, good communication and presentation skills
Strong sense of urgency, comfortable operating in a fast paced environment
Customer focused, and team player attitude. Ability to build and to maintain relationships at multiple levels of the organization
2-4 years of professional work experience is required
A bachelor's / master's degree in Accounts and Finance from an accredited college/university

Marketing Financial Specialist Resume Examples & Samples

Track departmental spending through receipt of invoices, process invoices (date, log, code with G/L account), and report on spending
Audit invoice against contracted rate identifying and leading the dispute of any discrepancy to the vendor
Assist in the gathering of radio show station data from invoices to track and maintain expense of media placements
Provide breakdown of all spend by vendor to the geographic region by combining operational information/knowledge with the invoiced expense
Reconcile expected marketing vendors to the invoices received for the month to identify accrual by vendor for the month
Track weekly A/P payments against forecasted amount identifying and escalating variances
Pull, review, and summarize G/L detail by vendor and tie back to the vendor forecast identifying and escalating variances
Prepare upload template for the monthly forecast and annual budget
Maintain central location of all department contracts and an updated vendor term sheet identifying and detailing all contracted spend for marketing department
Generate recurring management reports tracking the weekly spend versus the budget and forecast encompassing graphs and other tools as needed
Collaborate with business stakeholders to provide context around results and variances
Manage internal Advisor donation program including review of donation requests, payment, and quarterly reporting
Support the Marketing team on a wide range of ad hoc projects to ensure proper financial controls are in place
Participate in a wide range of special financial departmental projects and perform other duties as assigned

Financial Specialist Resume Examples & Samples

Availability to meet extensive travel requirements, when applicable
2-3 years of experience in the role
Strong decisional and problem solving skills
Proven ability to work independently and coordinating a team
Strong organizational, multi-tasking and analytical skills
Ability to be flexible and work creatively and analytically
Advanced knowledge and experience with Microsoft Word, Excel, PowerPoint and Outlook

Supervisory Financial Specialist Resume Examples & Samples

Knowledge of laws, DOD Directives, finance regulations and financial management and operating procedures relative to the entitlements and allowances related to the payment of military personnel, civilian personnel, vendors, and travelers
Knowledge of Pay Systems supporting Military Services and Defense Agencies sufficient to identify weaknesses, recommend work around solutions to ensure pay transactions are accurately processed and are in compliance with applicable pay regulations
Knowledge of a variety of procedures and techniques which enable the incumbent to work with payroll systems and recognize numerous types of transactions, reporting requirements and documents, database applications, different pay schedules and entitlements and the ability to manage and analyze data to develop a trend
Knowledge of the overall DFAS mission and functions, operation, and relationships to other agencies to respond to special inquiries and task organizations for information and responses
Knowledge of management and organizational techniques, systems and procedures to perform studies related to management improvement, productivity improvement and management controls to analyze and evaluate criteria for the enhancement of all assigned Pay programs (Military Pay, Civilian Pay, Accounts Payable, and Travel Pay)
Ability to apply fact-finding and investigative techniques to perform studies and analysis of data and the ability to research and analyze directive and regulations to assess their impact on current and planned operational initiatives
Skill in preparing reports and in organizing and delivering briefings to managers, State leadership and adjacent directorates to encourage understanding and acceptance of findings and recommendations
*Copies of OFFICIAL college transcripts must be submitted with application to receive credit for your education***
Please do not send/fax/courier/email any applications or resumes to the National Guard Human Resource Office, you must apply on-line or fax your application to the fax number listed on this announcement with the prescribed Cover Letter. The Human Resource can only process materials received through USA Jobs
To receive consideration, you must complete the entire process and submit the complete application package by 11:59 PM (EST) on the closing date -- Thursday, March 23, 2017
It is your responsibility to ensure that your responses and appropriate documentation are submitted prior to the closing date
If you submit more than one Qualifications Assessment Questionnaire for this position, the most recent one Submitted is the one that is used. Therefore, it is important for you to complete it in its entirety
Current Resume or OF 612

Manager, Financial Specialist Resume Examples & Samples

Assist in the design, prepare, evaluate and validate complex internal and/or external financial and operational reports (which include monthly operating reviews, financial unit packages, detailed expense analysis and industry analysis), both routine and ad-hoc
Perform and review analysis and interpretation of trends and variances in business performance, interacting with cross functional peers on frequent basis. Validates analyses
Synthesize and present exhibits, results, observations, recommendations to cross functional peers and management
Accountable for tactical production of financial plan in support of the Business plan and forecast for the organization (annual, ongoing and long term). This includes preparation of cost benefit analysis for strategic projects for the organization
Apply basic accounting and financial concepts and controls to provide subject matter expertise to business unit and functional stakeholders
Identify, use and train others on appropriate tools to obtain, compile and analyze more complex data necessary to support more advanced financial reports and analysis, and provide input on potential tool utilization enhancements
Accountable for tactical production of overall quarterly competitive analysis including an advanced understanding of impact of competitor, market and industry landscape
Prepare and assist in coordinating annual rating agency presentations for Canadian operations which includes significant interaction with financial reporting, business unit and functional stakeholders
Assist in due diligence financial analysis both from a distribution and insurance carrier perspective as required
General knowledge of Financial Analysis concepts, principles and processes
General knowledge of the insurance business. Intermediate analytic skills
General knowledge of accounting practices and principles

Personal Financial Specialist Resume Examples & Samples

Travel is dependent upon position description and availability of funding
Four years of appropriate experience that demonstrates acquired knowledge of one or more of the behavioral or social sciences equivalent to a major in the field
Complete Resume
It is the applicant’s responsibility to verify that all information in their resume and documents, whether uploaded or faxed, are received, legible, and accurate. HR will not modify answers/documents submitted by an applicant. **
KNOWLEDGE OF PROGRAM PLANNING
ABILITY TO PROVIDE FINANCIAL COUNSELING
ABILITY TO PROVIDE TRAINING
CUSTOMER SERVICE SKILLS

Financial Specialist Nh Resume Examples & Samples

465685400
3- Continually assesses the quality of the programs to assure regulatory and technical integrity and identify improvements to enhance quality
Work may require travel out of duty location by military or commerical aircraft
Comprehensive knowledge of OMB, Congressional, and agency financial management and program objectives, budget precedents and controls guidelines and regulations
Knowledge of the commonly used agency budget, automated financial systems, and performance metric procedures, regulations, precedents, policies, and guides
Ability to manage several projects simultaneously, selecting and applying a variety of analytical methods and techniques to budgetary processes
Ability to conduct studies, analyze data, develop alternative options/strategies and make recommendations to resolve budget/manpower issues
Knowledge of personnel and personnel systems and functionality, its uses to support the financial management career program and other development opportunities within AFMC
Knowledge of EEO, safety and security regulations, practices, and procedures
Ability to communicate effectively both orally and in writing; negotiate complex issues; and maintain good working relations
Ability to plan, organize, and direct the functions and staff of an organization
Resume - If your resume includes a photograph or other inappropriate material or content, you will not be considered for this vacancy. Your resume may be submitted in any format. For qualifications determinations your resume must contain hours worked per week and the dates of employment (i.e., hour per week and month/year to month/year or month/year to present). Resumes that do not contain this information may be marked as insufficient and applicants may not receive consideration for this position
Transcripts - if qualifying based on education or positive education series
DD214 or "Certification" of service (Document must reflect character of service)
Eligibility documents, SF50's, most current performance appraisal with rating, etc., if applicable
Veteran Administration Letter of Disability Rating, if applicable
TRANSFERS MUST SUMBIT CURRENT APPRAISAL WITH SF50

Financial Specialist Resume Examples & Samples

Experience using Microsoft Excel
Experience working with complex financial systems, which may include accounting programs
Experience reimbursing staff for purchases and/or travel related expenses
Experience reconciling accounts

Financial Specialist Resume Examples & Samples

Records, sorts, verifies, enters, and retrieves financial data
Provides customer service and/or accounting related duties
Provides general guidance to departments, agencies, and administrators regarding financial matters relating to a specialized field
Reviews and audits the work of outside departments
Applies and enforces rules and regulations
Researches problems and discrepancies
Performs word processing and prepares spreadsheets
Maintains files and records
Basic knowledge of computerized accounting/bookkeeping system, verbal and written communication skills, Word, Excel, Microsoft Office, familiar with imaging systems
Prepare and input all forms of check requests, contacting departments or vendors if further information is required. Input all voids, stop pays, check reissues, warrant cancellations, lost warrant replacements, manual checks, and payment via ACH required
Other duties as assigned by supervisor
High School Diploma/GED or equivalent combination of education and experience
Four (4) years of related experience
Knowledge of word processing, spreadsheet, and database applications
Ability to multi-task and work cooperatively with others. Strong verbal and written communication skills. Strong interpersonal and organizational skills
Must be well organized and be able to train departments effectively
Self-starter, ability to complete tasks on own initiative

Financial Specialist Resume Examples & Samples

Analyzes monthly results and prepares variance explanations
Assists with quarterly and annual SEC fillings
Analyzes technical accounting literature and develops Company position; and
Participates with teams involved with special projects
Bachelor's degree in accounting or finance
5 + years of experience in a public accounting firm
Big Four experience preferred

Financial Specialist Senior Resume Examples & Samples

Experience with e-reimbursement/ reimbursement activities for travel related expenses and/or purchases
Experience with purchasing activities
Computer skills and software/systems related to financial activities

Financial Specialist Resume Examples & Samples

Provides financial analysis support to the business, including but not limited to cost accounting, revenue recognition, subcontractor financial management, at risk coordination, forecasting, variance analysis, invoice preparation/review and cash flow management
Interfaces with project managers and business leaders
BA or equivalent + 0 yrs experience

Financial Specialist Resume Examples & Samples

Actively participates as a key member of the team
Completes complex tasks and defined processes. Suggests creative solutions
Multiple complex assignments are worked, completed, and led simultaneously with little to no input from leadership
Identifies, prioritizes, resolves issues, and communicates directions to others. Answers questions of peers
A bachelor's degree is preferred. In the absence of a bachelor's degree, at least 2 years healthcare/MMIS experience
At least 2 years research and customer resolution experience
Demonstrated experience utilizing analytical & process improvement skills
At least 2 years experience in MMIS
Strong background and understanding of Medicaid
Demonstrated ability to adapt and work in a fast paced matrix organization
Demonstrated ability & willingness to learn quickly and to apply concepts to solve problems
Ability to locate, identify and utilize tools to research and to solve problems
Good working knowledge of project management, research and problem resolution techniques
Ability to plan and meet deadlines with minimal direction from leadership
Ability to communicate effectively with both internal and external customers, and to build trusting relationships through collaborative work activities
Ability to understand instructions and accomplish tasks
Ability to learn quickly and work in a team environment
Ability & willingness to research and resolve customer and leader inquiries
Ability & willingness to identify trends
Ability to research multiple areas within the system

Financial Specialist Resume Examples & Samples

Responsible for processing financial transactions involving assumed reinsurance claims including but not limited to payments, establishing and revising reserves, incurring new losses and journaling entries
Produce monthly and quarterly reports which detail the various financials and claim counts for the Assumed, Direct and London Direct departments comprising IROC
Produce monthly Ceded Recoverable Reports for Ceded Department
Generate ad hoc financial reports as requested
Prepare reinsurance ceded billings under specific programs and forward to reinsurers
Assist, as needed, with the organization, review and development of claim processing manuals
Administer ImageRight system, in terms of document work-flow and task management
Supports the department and handles administrative and miscellaneous functions as needed
Must have good business acumen (i.e. understand how an insurance company works and makes money, including how this role impacts both Argo Insurance’s and our customers’ ability to be profitable)
Polished and professional written and verbal communication skills with the ability to build consensus both internally and externally
Strong analytical and presentation skills
Ability to work with Business Unit leaders at strategic level or learn to do so
A strong focus on execution in getting things done right. Proven ability to consistently produce and deliver expected results to all stakeholders
Client focus – the ability to effectively determine specific client needs and to provide value added solutions
Demonstrates inner strength. Has the courage to do the right thing and demonstrates it on a daily basis
Intellectual curiosity. Consistently considers all options and is not governed by conventional thinking
Ability to build commitment both internally and externally. Ability to communicate corporate vision and to gain support for your views, opinions and decisions
A team builder, someone who understands that success is dependent upon the performance of the team and not individual team members. Creates strong morale and spirit within the team: shares wins and celebrates success as a team
Ability to develop and maintain productive relationships with clients, business partners and organizational peers with a focus on timely and meaningful exchanges of information
Degree preferred but not required
Measure his/her own success by performance in quickly identifying issues and bringing resolution to outstanding issues

Financial Specialist Resume Examples & Samples

Perform account reconciliations in a timely and accurate manner as assigned
Support the preparation of the Medicare and Medi-Cal cost reports and OSHPD reports
Maintain liaison with other departments in the preparation and analysis of financial and government reports
Examines historical and projected financial data to provide management with valuable data upon which to make relevant financial decisions
Prepares federal, state and other regulatory reports, ensuring compliance with established guidelines, as assigned
Maintains complete files and records; maintains various computer files and records; inputs and retrieves a variety of fiscal and statistical information as assigned
Designs and implements procedural improvements to automated systems. Recommends procedures for processing financial transactions
Analyzes regulations and calculates financial impact of changes in reimbursement

Financial Specialist Senior Resume Examples & Samples

10% Budget support and analysis
Annually, assist with the preparation and distribution of all budget files and supporting documentation for Rec Sports Leadership and all department heads. Participate in budget meetings with department managers as assigned. Assist with the preparation of budget scenarios as needed. Maintain comprehensive budget history including rationale behind budget decisions. Represent Rec Sports and SOAS at budget related meetings. Prepare monthly budget spread for salaries, revenue and expense. Work with leadership and staff to ensure funding agreements are properly recorded in the budget commitment system, and
Assist and review the monthly/quarterly/annual budget projections including variance analysis and narrative. Meet with department managers to provide updates regarding their budget variances. Work with department managers to identify strategies for keeping future expenditures in line with budget
40% Financial Reporting & Analysis
Review reconciliation of revenues and expenses, including the determination if expenditures are recorded properly,
Work with leadership to automate reporting wherever possible, reduce and/or eliminate reliance on supplemental or shadow financial systems,
Review and monitor entry of financial data (revenue and expenses) into the Rec Sports and SOAS financial accounting system,
Review and periodically audit accounting entries to ensure the accuracy of the financial statements,
Review consolidated Profit & Loss by using all financial databases available at Rec Sports and SOAS,
Review and/or prepare accurate notes to the financial statements, balance sheet, cash flow, key indicators, Accounts Receivable reconciliation, monthly and quarterly revenue reports, patient encounter statistical reports and graphs, monthly sales tax reporting, correction, transfer, revenue, monthly and year-end journal entries and other sub-ledgers as part of the financial statements, and
Prepare graphs and charts for special reports or events (e.g. Board of Regents, Rec Sports and SOAS meetings)
40% Financial Management
Serve as the business and finance process strategic partner for Rec Sports and SOAS. Work with business and finance process leads to ensure work is processed correctly and in a timely fashion. Respond to basic inquiries and complaints,
In consultation with the divisional account management and billing leads, coordinate accounting transactions between Rec Sports and SOAS and other University units including month-end close and upload of monthly Service Unit Billing, Journal Entries and Student Account transactions,
Prepare ad hoc reporting and analysis by extracting financial data from multiple data sources and assemble data for analysis,
Ensure reconciliations are complete and monitor expenses,
In consultation with the divisional gift steward, review gift processing for Rec Sports and SOAS,
Work with and answer questions from Rec Sports managers and staff from other departments listed above regarding any accounting and financial issues, including the budget and financial reports,
Assist in development of Rec Sports and SOAS related accounting policies and procedures,
Periodically audit internal controls for the organization and provide recommendations to management about changes that should be made, facilitate annual Internal Controls Gap Analysis for Rec Sports and SOAS, and
Stay informed of all GAAP and University of Michigan’s Standard Practice Guides (SPG) changes that will affect financial statement preparation and the accuracy of the financial statements, especially in regards to specific requirements for Rec Sports and SOAS
10% Supervise and other
Provide oversight and assign work and tasks,
Approve timesheets in a timely manner,
Conduct weekly 1:1 meetings, quarterly coaching and feedback and annual evaluation and performance review,
Participate on University, Student Life and Rec Sports and SOAS committees and workgroups as assigned, and
Bachelor’s degree in Finance, Accounting, Business Administration or related field,
3 - 5 years of experience in financial analysis or accounting,
Ability to interpret financial data, write reports, and effectively present financial data and analysis,
Excellent problem solving skills and be a self-starter
Strong customer service outlook

Financial Specialist Senior Resume Examples & Samples

Analyzing financial information and other key metrics trends to understand drivers of financial results, and clearly documenting the results of analysis
Supporting CFO and Controller quarterly financial reporting updates to the Executive Committee and PNC’s Board of Directors
Supporting Investor Relations and SEC Reporting analysis for PNC’s Quarterly Earnings Release
Managing and supporting PNC’s consolidated Budgeting and Forecasting process
Managing and supporting PNC’s strategic planning process
Performing other ad-hoc analysis, as needed by PNC’s CFO, Controller and/or Lines of Business
Develop relationships with key finance and accounting stakeholders across PNC, including leadership across the Finance organization, lines of business, and operations
Strong working knowledge of general finance and accounting, accounting systems, financial reporting and financial analysis
Excellent working knowledge of computers including spreadsheet and word processing applications. Demonstrated competency in management, analytical and written and verbal communication skills
An ability to quickly navigate a complex organization
The ability to solve problems, think innovatively, map out solutions and drive their implementation
Strong project management skills with the capability to prioritize multiple demands
Ability to take initiative to influence and drive results within a complex organization
Dedicated to not only meeting, but also exceeding the expectations and requirements of internal as well as external customers

Financial Specialist Intermediate Resume Examples & Samples

Minimum of three (3) years of accounting/finance professional experience
Master’s degree in business, accounting or finance
Familiarity with University accounting systems, policies, and procedures
Proficient in the use of Windows based programs and University systems
Experience developing reports using Business Objects

Financial Specialist Senior Resume Examples & Samples

Monthly maintenance and management of the division's space survey. Reconciliation of all accounts and project grants of the division, recharge of core facility and equipment, invoicing for clinical studies, close out of accounts, initiate subcontracts , prepare all divisional journal entries, approve HSIP request
Administrative post-award processing of grants: Prepare and send out non-competing renewals; represent Division to Departmental grants office and other Departments with authority to make commitments within specified parameters; prepare no cost time extension and other post award change requests; process subcontracts and act as an administrative contact with other institutions regarding subcontracts; ensure deadlines are met; act as liaison with funding agencies; work with faculty to determine effort distribution and make appropriate DBE changes; act as administrator for NIH T32 training grant
Assist in the administrative pre-processing of grants: Create and prepare budgets including budget justification preparation including subcontracts, calculation of % effort for personnel required; advise investigators on rules and regulations of funding agencies and how to meet their requirements; create and route PAF in eResearch, working with various sponsor systems for submission; prepare and assemble administrative pages, letters, etc for submission; respond to questions and revisions, as well as act as a liaison between Principal Investigator, the Department of Internal Medicine, Medical School & the Office of Research and Sponsored Projects (ORSP); coordinate all other pre-award activities for proposal preparation. Includes submissions to NIH, DoD, foundations, industry, IPAs, internal grants, etc
Assist Division Administrator in preparation of annual division budget
Effort certification specialist for the Division

Financial Specialist Advanced Resume Examples & Samples

Minimum of 3 years of experience in a finance role required, 7 years preferred
Ability to interpret and apply complex rules and requirements
Ability to advise faculty and staff on policy, procedure and technical applications related to travel, purchasing and other complex financial processes
Ability to create spreadsheets and reports as well as access, enter and edit program data and to use other software packages to record, analyze and summarize data
Proficiency with Microsoft Office computer software, particularly Excel and Word
Effective written and oral communication skills, excellent interpersonal skills
Well developed abilities in the following: tact, judgment, confidentiality and independent decision-making
Excellent organizational and prioritization skills
Executive communication level, with presentations, public speaking, written and verbal skills

Financial Specialist Senior Resume Examples & Samples

Proficiency in Microsoft Excel and ability to create/modify complex spreadsheets
Experience training staff on policies/procedures
Experience reconciling data to various reports, software systems, etc
Minimum of two years of work-related experience with revenue processing

Financial Specialist Associate Resume Examples & Samples

Bachelor’s degree in accounting, finance, or related field and a minimum of 1 year of experience
Proficient in the use of Windows based program
Strong attention to detail, accuracy, timeliness and sound organizational skills
Excellent written and oral communication skills, including the ability to clearly and concisely communicate financial information to all levels of faculty and staff who may have varying degrees of financial knowledge
Robust problem solving and analytical skills
The ability to work independently as well as in diverse teams
Outstanding customer service
The ability to handle confidential information
Familiarity with UM accounting systems, policies and procedures
Experience with queries and/or developing reports using Business Objects

Financial Specialist Resume Examples & Samples

Knowledge with financial systems (Oracle, Hyperion)
Drive to automate and systemize processes as the role will require
Transition from manual to systemic processes working within Mercer’s financial infrastructure
Project management skills with ability to set priorities and meet deadlines

Financial Specialist Senior Resume Examples & Samples

Position is posted at 100% time, however, there is flexibility for a 75% - 100% time appointment
Pay will be determined based on qualifications and experience
For questions on the position and application process please email Denise Weidner at: denise.weidner@ssec.wisc.edu

Financial Specialist Resume Examples & Samples

Prepares financial statements in accordance with FERC accounting rules and regulations
Manages the quarterly and annual FERC reporting processes
Provides accounting support and assists with preparing financial statements for Mountain Valley Pipeline
Provides support for preparation of SEC quarterly and annual filings
Performs analyses and analyzes results to ensure accurate presents monthly results to management team
Prepare journal entries specific to material balance and pipeline imbalance activities
Analyzes budgets/capital budgets
Prepares periodic financial forecasts
Reconciles general ledger accounts
Performs special projects as assigned, including acquisitions, divestitures, process changes, technical accounting research, etc
Demonstrated ability to use various software such as JDEdwards, Enertia, Cognos, etc
Demonstrated ability to perform accounting research and effectively communicate results of research through strong verbal and written communication skills
Bachelor’s degree in accounting, finance or a closely related field
CPA or equivalent strongly preferred
5 + years of experience which demonstrates a solid understanding of general accounting and financial analysis

Financial Specialist Senior Resume Examples & Samples

Coordinating, processing, and tracking financial transactions
Developing and maintaining financial spreadsheets
Monitoring a budget and preparing financial status reports
Reviewing payroll transactions to ensure payment amounts are correct
Reviewing payroll transactions to ensure employees are paid on appropriate funding

Financial Specialist Senior Resume Examples & Samples

Applying policies and procedures as they relate to payroll
Interpreting and applying policies and procedures related to financial transactions for grants, purchases, and travel
Processing financial transactions through a web-based reimbursement system
Managing multiple projects and deadlines

Financial Specialist Resume Examples & Samples

Processing and reconciling transactions or processes, researching customer inquiries, resolving customer complaints and reviewing time sensitive information
Receiving documents, reviewing for completeness and contacting clients when items are rejected or clarification is needed and submitting service requests
Processing IRA contributions and distributions, Account Transfers, Wire Transfers, Check Deposits and Withdrawals
Transition and integration support for newly hired Financial Advisors
Have a Bachelor’s Degree in Business/Finance
Be able to handle their responsibilities under moderate to minimal supervision
Have strong communication skills and be able to be clearly understood on the phone
Have strong attention-to-detail and able to multi-task
Basic technical/computer skills
Word/Excel experience

Financial Specialist Closing Date Resume Examples & Samples

Confirm, assemble, and input financial data including balance sheets, tax returns, income statements, cash flow statements, and specialty input work for ABF requests into the Associations’ portfolio management database for all levels and types of operations where some interpretation and decision-making would be required
Prepare financial packages including: balance sheets, trend analysis, cash flows, and income statements. Construct consolidated financial information. Calculate collateral, complete after-close balance sheets, and complete the loan risk rating process
Provide exceptional customer service to internal and external customers. Respond to inquiries from Retail teammates regarding the financial input status of loans. Successfully communicate with Retail teammates any needs for missing and/or inconclusive information on loan requests. These actions require limited or moderate interpretation of the data available
Level 18: Assist with cross-training and mentoring new employees and other Financial Specialists. Serve in leadership roles for special projects. Provide leadership in a team setting by appropriately, effectively, and consistently collaborating with the Associations’ team members

Financial Specialist Resume Examples & Samples

Business travel may be up to 20%
Knowledge of financial and contractual concepts, principles, procedures and techniques
Knowledge of Security Assistance Training Program (SATP) organization policy, programs and practice
Knowledge of Government contract administration concepts, principles, and practices
Knowledge of financial management and accounting systems, policies, procedures and practices
Skill in maintaining accounting systems
To verify your application is complete, log into your USAJOBS account, select the Application Status link and then select the more information link for this position. The Details page will display the status of your application, the documentation received and processed, and any correspondence the agency has sent related to this application. Your uploaded documents may take several hours to clear the virus scan process
It is your responsibility to verify that information entered, uploaded, or faxed (i.e., resume) is complete, accurate, and submitted by the closing date. Uploaded documents may take up to one hour to clear the virus scan. Faxed documents must be completely transmitted by 11:59p.m. Eastern Standard Time on the closing date of the announcement

Administrative Financial Specialist Resume Examples & Samples

Managing, keeping current, and ensuring fiscal integrity of all ISI budgets, including student fee and administrative fee revenue accounts
Processing, analyzing, and completing budget transactions, identifying and correcting budget discrepancies
Monitoring all ISI budgets and financial transactions for adherence to unit, University, state, and federal policies and procedures
Researching, interpreting, and compiling monthly budget and financial information for reports or special projects as requested by Program Manager
Forecasting, planning, and projecting budget outcomes
Assisting with year-end and the University, financial audit
Preparing, reporting, and processing budget transfers to University of Idaho, and claim vouchers to non-UI, course-sponsoring, cooperating institutions, including LCSC, ISU, and BSU based on course enrollments numbers every four months
Establishing and maintaining accounting records by reconciling accounts in a timely manner, analyzing and researching discrepancies, posting errors, and facilitating appropriate corrections
Preparing and processing dollar transfer documents such as claim vouchers, cost transfers, travel claims, change orders, and journal entries, and approving documents in Banner finance queue
Billing and monitoring accounts receivables and depositing funds into appropriate budget accounts
Monitoring daily cashier sessions and vault cash for accuracy
Processing purchases, posting charges, and submitting financial documents through the Banner system
Reviewing transactions for compliance with University policies by interpreting and applying appropriate regulations, notifying supervisor of potential problems or unusual fiscal events, and helping to prepare financial responses
Exercising independent judgment and discretion in managing activities
Overseeing and managing financial records in accordance with retention policies
Processing payroll actions for staff, including monitoring time for ISI’s staff
Collecting and reporting employee leave and earning records; and pay for course developers, and course graders
Tracking, processing and reporting quarterly out-of-state, workers compensation reports to Benefits Accountant, Payroll and Benefits; and
Coordinating with the ISI Program Manager, and the affirmative action coordinator to ensure employees are added, amended, or removed from University payroll
Representing ISI by serving as liaison to various offices (e.g. Purchasing, Student Accounts; Accounts Payable; Budget Office, etc.)
Overseeing and providing backup support on processing student course registrations, course drops and refunds, course extensions and course exchanges, using Banner, ISI database, and the Learning Management System
Providing backup support for processing Electronic Personnel Action Forms (EPAFs) in Banner to appoint, remove, or change temporary positions, including unit pay, student, retirees, non-affiliates, additional compensation, and summer session at direction of ISI Program Manager and affirmative action coordinator
Supporting other staff members during peak work periods by providing backup general customer service and reception for the ISI’s office in person, by email, or on the telephone, and assisting prospective and current students, faculty, staff, and the general public
Assisting in preparation of draft and final-draft submission correspondence and documents; and
Working on special projects and performing other miscellaneous office duties as assigned
Coordinating and scheduling travel for ISI Program Manager and staff by making appropriate reservations, securing necessary travel tickets, preparing and processing travel claims for appropriate reimbursements to travelers, and accepting, reconciling, and processing of traveler reimbursements to the university
Scheduling and coordinating meetings including arranging conference telephone calls, arranging appropriate meeting rooms, services, reserving lodgings, and initiating associated travel reimbursements
Maintaining a high-level knowledge of University policies and procedures by attending training classes, workshops, and meetings and referencing Faculty-Staff Handbook and Administrative Procedures Manual
Researching, interpreting, explaining, and training, budget, financial and personnel policies and procedures to staff, students, and faculty
Coordinating and collecting data for various reports and projects
Preparing and reporting monthly enrollment and grading activity reports; and
Maintaining and updating files in an organized and concise manner
Handling sensitive information in a discreet and professional manner; and
Creating and maintaining a high quality work environment by contributing toward a team effort, prioritizing work to ensure the fulfillment of specific deadlines, and resolving difficult interpersonal situations with tact and diplomacy

Financial Specialist Resume Examples & Samples

A BS in accounting or finance is preferred
3 to 5 years accounting, auditing or finance experience is required
A strong background in finance and operations is required
Experience in accounting for logistics operations is highly desirable

Ahca Financial Specialist Tallahassee Open Competitive Resume Examples & Samples

Knowledge of the methods of compiling and analyzing data
Knowledge of basic mathematics
Ability to use high intermediate Excel formulas
Ability to understand, interpret and apply laws, rules and regulations, policies and procedures
Ability to review, analyze, and evaluate financial data
Ability to develop various reports
Ability to prioritize work load
Ability to plan, organize, time manage and coordinate work assignments
Ability to establish and maintain effective working relations with others.
Two years professional experience related to Medicaid reimbursement required. Three years’ experience preferred
Two years professional experience related to preparing and reviewing financial statements in accordance with the state and federal guidelines
Detailed knowledge of generally accepted accounting and auditing principles, procedures, and techniques
CPA or CIA certification preferred
Florida Certified Contract Manager certification preferred
Bachelor’s degree from an accredited college or university with a degree in a business related field such as accounting, finance, economics, or statistics being highly preferred. Experience can also be substituted on a year-for-year basis

Financial Specialist Resume Examples & Samples

Proficient with Microsoft Excel and MS Office Suite
Ability to communicate clearly and determine appropriate communication medium (phone, face-to-face meeting, e-mail, instant message, voicemail)
Ability to work overtime and/or irregular hours when needed, especially during peak processing periods
Ability to contribute individually and collaborate as a team
Educational certificate in related field and/or equivalent office management/ professional experience
Experience in accounting support and accounting software
PeopleSoft knowledge a plus

Financial Specialist Resume Examples & Samples

Compiling and analyzing production performance reports as well as financial, inventory, and statistical data
Assist in tracking variances and performance to budget on a daily basis
Perform financial transactions related to inventory
Assist in maintaining adequate internal control procedures over company assets with a concentration in inventory
Work with Finance Manager on month end duties
Assist in development of annual operating budgets
Responsible for continuous process improvement
Build spreadsheet models for analytical projects
Provide support for other Accounting functions as needed
Other Accounting tasks and projects as assigned
2-6 years Accounting and/or Finance experience
Inventory management experience within a Finance role is strongly preferred
Proficient with Microsoft Office Suite of tools (Excel, Word, PowerPoint, etc.)
Particularly Excel

Financial Specialist Resume Examples & Samples

Considerable knowledge of the principles, methods, and practices of governmental budgeting and fiscal management and the ability to apply them to complex governmental systems
Ability to effectively supervise and coordinate the activities of staff
Ability to develop and implement fiscal policies and procedures

Financial Specialist Senior / Intermediate Resume Examples & Samples

2-5 years experience managing sponsored, general and gift funds
2-3 years of experience
A working knowledge of the University including MPathways, M-Reports and Business Objects

100

Financial Specialist Resume Examples & Samples

Refer to OPM's Operating Manual Qualification Standards at, http://www.opm.gov/qualifications/sec-iv/a/gs-admin.asp for more information
To qualify based on education; you MUST upload or fax a copy of your official college transcripts by the closing date of the announcement
Qualifications must be met by the closing date of the announcement
Applicants should provide examples of specialized experience in their work history

101

Financial Specialist Senior Resume Examples & Samples

Bachelor’s degree in Finance, Accounting, Business Administration, or related field
Minimum of five years’ experience in financial analysis or accounting
Ability to create and run complex financial data queries
Strong analytical, verbal, written communication, computer, and interpersonal skills, including previous experience presenting to senior leadership
Strong customer service skills and ability to work independently as well as part of a team
Professional Accounting Certification/Designation (CPA, CMA, etc.)

102

Transplant Financial Specialist Resume Examples & Samples

Knowledge of general business operations, scheduling, insurance and coding
Strong attention to detail skills
Strong customer service skills in person and via telephone or e-mail
Ability to perform basic mathematics
Ability to follow and apply insurance guidelines/requirements regarding Third Party Payors, Coordination of Benefits, and Managed Care contractual requirements
Ability to prioritize and manage multiple task simultaneously, and to effectively anticipate and respond to issues as needed in a multi-faceted work enivornment
Ability to understand and interpret complex written materials such as insurance matrices, Point of Service calculations and patient records
Ability to develop solutions to complex problems, which require ingenuity, creativity, and innovativeness
Performs financial counseling process on all patients prior to service, which includes patient financial obligations, billing practices and establishing payment arrangements
Understands, applies, and supports departmental/hospital policies, procedures, and standards. Attends meetings, in-services and training sessions as required/requested

103

Client Financial Specialist Resume Examples & Samples

Maintains individual (consumer) financial records including financial reports, bank statements, budgets, and benefit reporting, and ensures that financial records are complete and accurate
Conducts monthly reviews and completes financial statements for individuals by request. Ensures individual client finances are managed effectively and appropriately
Ensures individual total assets remain within the designated maximum amount to maintain Medicaid and other funding benefits
Pays individual bills (e.g.: rent, electricity, water, gas, garbage, cable, co-pays on medical and medication, etc) on or before assigned due dates
Coordinates financial services for new individuals and all individuals leaving services
Completes application for, report changes to, and coordinates benefit information for each individual as necessary (Social Security Benefits, Public Financial Assistance, Food Stamps, Rent Subsidy, etc). Sends paycheck earning information to Social Security as needed
Dispenses each individual’s routine expense and personal spending money as deemed by the individual’s money management plan
Participates in investigations of misappropriations of funds, in consultation with supervisor/s (QMRP) and in conjunction with the QA manager and State Director
Conducts monthly and end of the year tax filing for individuals as needed
Ensures individual’s confidentiality
Performs other related duties and activities as required

104

Senior Financial Specialist Resume Examples & Samples

Serve as technical expert for Government financial information management
Provide technical interpretation of financial policy and concepts underlying Federal accounting and reporting regulations and procedural requirements
Prepare report, studies, and documentation, deliver presentations, and participates in meetings
Knowledge of the principles of project management and professional accounting; and a broad technical knowledge of Federal accounting, budgeting, reporting, and financial management principles, practices, and requirement
Assist in budget formulation activities ensuring that the budget prepared is consistent with financial division direction and is coded in accordance with New Financial Environment (NFE) standards
Prepare Monthly Variance Reports that detail expenses versus budget for both Steady State and Initiative line items
Review NFE reports to identify any items that require adjustments and prepare DOF forms needed to incorporate these adjustments
Provide the NFE data needed to support the development of monthly expense reports and projections
Support the accruals process by maintaining an accruals form that contains validation tables for NFE chart field entries, preparing entries for wireless, data network, and telephone expenses and reviewing entries for multiple branches submissions
Refine and employ financial management tools including a historical budget/expense data repository and an automated procedure that processes preliminary accrual files to determine the resultant financial position in advance of formal accrual submission
Review procurement requests and provide NFE chart field information that is needed
Bachelor’s degree BA/BS degree in Accounting, Finance or Business Administration and a minimum of 9 years of Federal accounting and auditing experience
Experience with operational accounting, reconciliation, project burn and cost to budget
Experience with improving financial procedures and processes
Knowledge of MS Excel including advanced features such as Pivot Tables, Lookup Tables, and Validation
Experience with Enterprise Financial Packages-preferably PeopleSoft (Accounts Payable module - NFE)
Ability to obtain a security clearance (U.S citizenship required)

105

Financial Specialist Inter Resume Examples & Samples

Monitor and reconcile project grant budgets and expenditures. Investigate and resolve discrepancies
Bachelor’s degree in business, accounting, finance or an equivalent combination of education and experience is necessary
2-5 years of accounting/finance work experience preferably in research administration or project management
Ability to work independently or as a member of our team
Excellent attendance, ability to multi-task, prioritize and exercise good judgement is a must
Proficient in the use of Windows based programs and University systems (M-Pathways, Business Objects)
Familiarity with University research administration accounting systems, policies and procedures

106

Financial Specialist Resume Examples & Samples

BS or BA degree in a Business, Management or Relevant Technical Discipline. ALLOWABLE SUBSTITUTION: An AS or AA degree and an additional four (4) years of experience; OR an additional eight (8) years of experience may be substituted for a BS or BA degree
At least four (4) years financial management experience, two (2) of which must be within DoN
Financial management experience should include financial analysis of business programs, development of cost estimates, program status reports, and knowledge of DoD Federal Management Regulations (FMR), Federal Acquisition Regulation (FAR), PPBE process and two years of DoN procurement policies and procedures
Secret Clearance

107

Financial Specialist Resume Examples & Samples

Supervisory experience in a finance/accounting services environment
Working knowledge of eCAPS, eProcurement, eHR reports, and Microsoft Outlook, Word, and Excel
Experience with eCAPS Chart of Accounts elements such as activity, organizational and project codes
Excellent analytical, organizational, and problem-solving skills
Possess strong reconciliation methods and skills
Ability to perform multiple tasks and prioritize work with minimum instruction
Ability to work independently, and as part of a team
Excellent written, verbal, and interpersonal communications skills

108

Supervisory Financial Specialist, ZA Resume Examples & Samples

A one year supervisory probationary period may be required
Payment of relocation expenses is not authorized
This position is not in the bargaining unit

109

Financial Specialist Resume Examples & Samples

Prepares reports, ad hoc analysis, and transactional activities required to support financial analysis functions
Verifies accuracy of reporting data, financial performance indicators, and computes basic financial arithmetic
Prepare and provide various monthly and quarterly financial reports for analysis and projections
Prepare analysis of committed costs report
Prepare cash flow statements
Assist Faculty with grant submissions, JIT requests, and Progress Reports
Monitor daily financials of research/grant accounts to assure appropriate spending within grant guidelines and MCW policies
Create and maintain databases of funding sources and uses
Prepare invoices and processes related to personnel forms
Assist in preparing the annual budget
Provide backup to division staff as needed

110

Financial Specialist Resume Examples & Samples

Perform data entry and maintenance in software systems or databases
Use data processing or validation tools to identify and resolve data discrepancies or duplicate records
Conduct routine data quality validation and audits according to established process
Recognize data integrity issues and work with providers of data to resolve
Cash postings as well as any special projects dealing with cash postings
Handle reconciliation and scanning/ copying payments to the drive
Ensure that each client receives the appropriate Cerner experience through proper preparation and execution of events and communication
Demonstrates the ability to work on multiple projects simultaneously and prioritize work to meet adapting deadlines
Exemplary organizational skills, accuracy and attention to detail
Ability to communicate clearly and determine appropriate communication medium (e.g. phone, face-to-face meeting, e-mail, instant message, voicemail)
Experience with Microsoft Office Suite and Windows
Ability to contribute individually and collaborate in a team as necessary
Strong critical thinking, verbal, and written communication skills
Associates Degree or equivalent work experience
1+ years of data entry experience

111

Reinsurance Financial Specialist Resume Examples & Samples

Knowledge of accounting or auditing principles and procedures
Knowledge of methods for gathering and evaluative information and data
Ability to understand and evaluate the enterprise risk management functions for regulated companies
Ability to understand and apply state laws and regulations, policies and procedures, and statutory accounting principles promulgated by governing bodies including the National Association of Insurance Commissioners to determine compliance
Ability to review, analyze and evaluate insurer operations and report findings and recommendations
Ability to multi-task and manage time efficiently
Ability to communicate professionally and effectively both verbally and in writing
Ability to use electronic work paper documentation tools to prepare comprehensive work papers
Ability to continually improve knowledge of NAIC requirements, the insurance industry and other matters to increase ability to effectively perform examinations and investigations
Proficient with Microsoft Office Suite programs (Word, Excel, Outlook) and other related tools

112

Financial Specialist Inter Resume Examples & Samples

Bachelor’s degree in accounting, finance from an accredited institution
Master’s degree in business, accounting or finance. CPA and experience with internal controls and audits
Experience using and customizing reports using Business Objects

113

Financial Specialist Resume Examples & Samples

Classify, monitor and summarize financial data for the preparation and submission of reports on a recurring basis
Provide support with program planning, cost modeling, lifecycle costing and development (e.g., TCO), and budget reconciliation
Perform financial and business analyses in a variety of areas including cost-benefit and ROI studies, cost/schedule/risk management and project performance
Provide support and analysis on business process improvements
Assist Project Manager(s) in the preparation of project financial status updates (e.g., burn rate, remaining backlog, project profit levels)
5+ years of experience in Accounting or Finance
Understanding of GAAP and accrual accounting
Experience in Microsoft Excel to include macro development and use of pivot tables
Experience working for government as a consultant or similar environment
Ability to obtain and maintain a government security clearance
Understanding and experience with IT Business Management methods
Understanding of GAAP
Experience with PeopleSoft
Exceptional verbal and writing skills, including editing and proofreading skills
Demonstrated customer service orientation and outstanding level of professionalism in providing client support
Solid computer skills with Microsoft applications (Word, Excel, PowerPoint, Project and Visio) and project management software (e.g., Primavera, or similar)

114

IT Financial Specialist Resume Examples & Samples

Deliver strategies for IT including regular analysis of spend data and recommendations of best practices
Support month-end inclusive of journal submissions and Balance Sheet reconciliations
Support IT Finance Leaders in providing exceptional customer service to all clients, internal and external
Support Offshoring functions with invoice processing and taking a lead in this effort
Support IT Finance Reporting with data mining or analysis as required
Improve processes and identify opportunities that will drive cost savings
Develop and deliver effective and timely business analysis in support of IT services

115

Financial Specialist Resume Examples & Samples

Developing and preparing financial reports
Interpreting and applying policies and procedures related to financial transactions for grants, purchases, and/or travel
Monitoring expenditures and applying policies and procedures to ensure appropriateness of charge

116

Financial Specialist Resume Examples & Samples

Check application status by logging into your USAJOBS account, clicking Application Status, then More Information for this position. Return to an incomplete application by logging into your USAJOBS account and clicking Update Application in the vacancy announcement. You must re-select your resume and other documents from your USAJOBS account or your application will be incomplete
Concepts, Policies, and Principles of Finance
Resume: You are encouraged to choose only ONE method of submitting your resume. (HR will review the resume that the system date stamps as the latest one received and this may not be the resume, which best reflects your qualifications for the job and may result in an ineligible rating.) You may submit your resume by: attaching in your USAJOBS account. For assistance in preparing your resume, take a look at the DFAS Resume Tools
Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume
SF-50: With the exception of current permanent DFAS employees, current or former federal employees must submit a Notification of Personnel Action reflecting the highest grade held on a permanent basis, tenure and appointment type
Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit
07/19/2017, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant

117

Financial Specialist Resume Examples & Samples

Organizing and managing the accounting for various types of accounts including: state-appropriated funds for teaching, research and extension; local service accounts, various federal, state, industry, and private grants, contracts, cooperative agreements
Ensuring accounting practices and controls are in place to provide budget accuracy and compliance with University policies and state and federal rules and regulations
Providing expense, cost accounting, budget updates and a variety of specialized reports to faculty, staff, and department heads
Monitoring transactions for allowable costs, appropriate use of funds, spending levels and termination dates
Managing department charges for laboratory services, approved service centers, and other charges as necessary
Processing and/or approving financial documents including (but not limited to) requisitions, department purchase orders, journal vouchers for IDGs, travel claim documents, claim vouchers, and journal vouchers for budget transfers, cost transfers, credit card purchases, and change orders
Identifying, researching, and correcting problems and errors in financial documents
Auditing budgets, expenditures and income to ensure compliance with university, State, Federal, and granting guidelines
Utilizing approved grant budgets to assist faculty with management of sponsored projects funding
Determining appropriate and efficient methods for purchasing products and services; processing invoices for payment
Using and preparing spreadsheet and BANNER, and ARGOS report formats to provide financial analysis of various accounts and activities
Developing and maintaining expertise with appropriate software including, but not limited to, Excel, BANNER, VandalWeb, e-mail
Provide leadership to student and temporary help fiscal office employees
Interpreting and explaining human resource and payroll rules, policies and procedures to faculty, staff, and students
Handling sensitive and confidential human resource and payroll documents
Maintaining extensive knowledge of departmental programs and objectives
Maintaining the research, compilation, and organization of materials for administrators’ use
Coordinating with supervisors and CNR human resources staff to ensure employees are added, amended, and removed from the university payroll database as appropriate to their needs and budgets
Verifying payroll postings to BANNER and taking appropriate action to remedy paycheck errors
Serving as a liaison with the faculty, staff, university offices, and outside agencies
Researching and compiling information for administrators’ use in problem solving
Answering general recurring questions and providing information on departmental policies and procedures
Attending departmental meetings to update faculty on policies and procedures related to budget management and fiscal processes
Entering transactions on the BANNER finance module and VandalWeb
Approving documents for payment on the BANNER finance module’s approval queue and within VandalWeb
Providing responsible, efficient and considerate customer service to all internal and public entities and individuals
Serving as resource to faculty, staff and students for interpretation and implementation of university, college and departmental finance policies, rules and procedures
Maintaining a professional manner and contributing to a pleasant and safe work environment
Demonstrating a willingness to work with coworkers and superiors in an effort to achieve mutually sought goals for CNR and the University and maintaining good working relationships within the College
Assisting coworkers to ensure customer service and satisfaction
Attending meetings and training pertinent to job duties and requirements
Providing advice on improvements to processes and procedures

118

Financial Specialist / Controller Resume Examples & Samples

Very good knowledge of Slovak accounting and tax system
At least 2 years of SAP experience is mandatory
Chartered Accountant able to sign notes to Financial Statements (mandatory)
Very good communication skills, cultural differences awareness and sensitivity

119

Financial Specialist Resume Examples & Samples

Maintaining accurate information
Ensuring that Cerner complies with financial policies and procedures
Analyzing financial data to facilitate decision-making
Ensuring compliance to General Accepted Accounting Principles (GAAP)
Monitoring application of contract policies and procedures
Performing process reviews and suggesting/implementing enhancements
Running processes to generate invoices for the client
Bachelor’s degree in Accounting, Finance, or equivalent work experience

Download Financial Specialist Resume Sample as Image file

Related Job Titles

Financial Coordinator Resume Sample

Financial Services Specialist Resume Sample

Financial Institutions Group Resume Sample

Escrow Specialist Resume Sample

Financial Modeling Resume Sample

Lead Financial Resume Sample

Manager, Financial Operations Resume Sample

Financial Management Specialist Resume Sample

Financial Anst Resume Sample

Financial Aid Specialist Resume Sample

Financial Controlling Resume Sample

Associate, Financial Resume Sample

Browse More

Financial Specialist Resume Samples

The Guide To Resume Tailoring

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

Resume Builder

15 Financial Specialist resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Gti-financial Specialist Resume Examples & Samples

Financial Specialist, Technology Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Licensed Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Team Manager Resume Examples & Samples

Senior Financial Specialist Resume Examples & Samples

Project Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

FP&A, Senior Financial Specialist Resume Examples & Samples

Senior Financial Specialist Resume Examples & Samples

Senior Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Senior Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Senior Financial Specialist Resume Examples & Samples

Academic Financial Specialist Resume Examples & Samples

Aro-financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Senior Resume Examples & Samples

Financial Specialist / Wpafb Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Academic Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Senior Financial Specialist, Europe Resume Examples & Samples

Senior Financial Specialist Resume Examples & Samples

Financial Specialist Int. / Senior Resume Examples & Samples

Project Controls Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Intermediate Resume Examples & Samples

Brokerage Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Senior Financial Specialist Resume Examples & Samples

Financial Specialist, GS Resume Examples & Samples

Financial Specialist Senior Resume Examples & Samples

Pathways Recent Grad Financial Specialist Resume Examples & Samples

Financial Specialist Intermediate / Associate Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

Financial Specialist Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume