Manager, Financial Services Resume Samples

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B Miller

Miller

42736 Herbert Burg

San Francisco

+1 (555) 461 4588

42736 Herbert Burg

San Francisco

Phone

p +1 (555) 461 4588

Experience Experience

Chicago, IL

Manager, Financial Services

Chicago, IL

Hessel and Sons

Chicago, IL

Manager, Financial Services

Assist in the development and management of ongoing client relationships
Assist with developing or updating firm technology operations services methodologies
Engage in project management activities such as project planning, fees/expense management, resource planning, status reporting, and risk/issue tracking
Participate in the professional development of more junior team members and assist with the recruiting and training of new staff
Manage the processes and information flow with Human Resources, Fortune Brands, Moen associates and service providers
Manage engagements according to KPMG’s financial and cost management policies
Conduct current state assessments, perform industry and competitor research, develop gap assessments, and design target state operating models

Dallas, TX

Account Manager Financial Services

Dallas, TX

Wilkinson, Greenholt and Huel

Dallas, TX

Account Manager Financial Services

Interfaces with Senior Management inside Symantec to help set strategy and participates in varied roles to support internal business development
Self-starter. Someone who can manage their own time, is responsible for their own business and can plan and successfully execute against set goals
Actively builds networks with contacts and partner companies that can contribute to Symantec’s success
Conduct workshops & presentations and lead customer discussions to advance the sales process
Identifies and qualifies opportunities, developing and executing the sales process
Develops strategies and orchestrates company resources to maximize sales volume within assigned accounts
Works independently to determine the best approach for achieving personal and company goals

present

Chicago, IL

Senior Manager Financial Services

Chicago, IL

Cruickshank-Brown

present

Chicago, IL

Senior Manager Financial Services

present

Assist in consultancy assignments interpreting complex financial instruments
Engaging proactively with clients on all relevant business activities
Comprehensive knowledge of consumer and commercial dealer lending and dealership financial operations. Solid knowledge of business analysis
Five or more years in a managerial role, providing strategy, vision and direction
Coordinates liaison relationships between the company, affiliates and dealer in communicating corporate policies, procedures, and new program brand initiatives
Ensures dealer training in financial, assurance products and customer satisfaction programs and procedures
Coaches/develops the field staff in integrating with dealers and internal departments to create and implement performance improvement plans

Education Education

Bachelor’s Degree in Accounting

East Carolina University

Bachelor’s Degree in Accounting

Skills Skills

Excellent system and analytical skills
Excellent time management /organizational skills
Excellent written and verbal communications skills,
Ability to provide world-class customer service,
Ability to manage a large team
Autonomy (ability to work independently)
Strong leadership skills (5-10 years)
Proven sales influence and persuasion
Series 6 & 26 registrations, Life/Health license & P&C License
Persistence and Resilience

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Marketing Analytics Manager Financial Services Resume Examples & Samples

Support analysis to drive value-add action in the acquisitions agenda of portfolios
Perform analysis and make recommendations to senior stakeholders
Provide coaching and mentoring to junior members in the portfolio acquisitions
This multi-channel and cross functional role will entail providing the appropriate analytical insight to aid in the strategic management of marketing initiatives
Commercial skills. -Create and implement project task plans to accomplish business plan objectives. Understand business plan and financial impact of all programs. Understanding of financial and managerial accounting
Conceptual thinking - Strong strategic thinker with good intellect and ability to focus on the whole portfolio of activities and their associated value generation. Strong project management skills with the ability to adapt to several projects simultaneously
Team working - Commitment and ability to work with, and in, cross-functional and virtual teams - coupled with ability for straight talking
Communication - Effectively and concisely communicate key issues and ideas through correspondences and verbally without supervision. Interface with upper management effectively. Interface with various departments effectively to ensure project delivery. Negotiate effectively with suppliers to obtain services
Analytical skills - Ability to problem solve and translate data into relevant marketing information
Innovation - Create appealing and innovative product concepts and communications. Ability to evaluate financial direct marketing concepts and communications
Strong people management skills including the ability to build motivate and retain a team of strong analytical talent
Well developed personal organization and commercial acumen, with the ability to deliver accurate results within tight deadlines
Proven ability to be a key part of cross-functional teams
Must be a good team player who uses positive energy in channelling direction and consistently develops and coaches team members
Excellent oral and written communication skills with ability to translate business needs into technical requirements
Effective in the use of analytical tools including SQL, SAS an advantage
A commanding use of Excel
Financial service industry experience will be an advantage
A self motivated team player who is able to define, structure and prioritise work for themselves as well as others, but who also has the flexibility and capability to change priorities when circumstances change
Desire and drive to help the team deliver high quality output and stretching financial performance
The intellectual capacity to move the team forward by constantly looking for better approaches

Marketing Analysis Manager Financial Services Resume Examples & Samples

7+ years of financial services marketing analytics experience required previous management experience a plus
Hands-on, complete project ownership: including client consultation, data analysis and manipulation, and results presentation recommendations
Ability to manipulate quickly millions of data records, using SQL or SAS's data manipulation functions
Expertise in building customized code in SAS
SAS Base Certification (if not present, certification will be required w/in 90 days after hire), with expectation to obtain additional certification levels
Strong oral and interpersonal skills
Proficient in Microsoft Office Suite
SAS Advanced certification
Proficiency in UNIX environments
Familiarity, and ability to evaluate, other reporting tools such as Business Objects, Cognos, Essbase, Brio

Audit Manager Financial Services Resume Examples & Samples

Extensive experience with financial institutions, broker dealers, pensions, and banks as well as risk assessment, control analysis, audit procedures and standards, sampling techniques, risk components and the internal framework of control
A thorough understanding of GAAP and Statutory Accounting Principles
Outstanding project management and analytical skills

Senior Audit Manager Financial Services Resume Examples & Samples

8+ years of current or recent experience with a CPA firm
Audit experience of Hedge Funds and other financial services clients
Experience Financial Statement Preparation, GAAP, GAAS, and Internal Controls

Manager Financial Services Trainee Resume Examples & Samples

Lead, coach and model exceptional service delivery at every customer interaction
Ensure employee scheduling is optimal to meet customer demands and ensure compliance with internal Hours of Work Policies
Coach to ensure customer problems are handled appropriately, and participate in the negotiation and resolution where necessary
Lead and coach the team on advice giving strategies to improve the overall customer experience

Transaction Services Valuations Manager Financial Services Resume Examples & Samples

A demonstrable interest in valuations. Strong commercial awareness is essential
Keen interest in the Financial Services industry
Sound technical knowledge with the ability to build and review financial models
Preferably ACA or CFA (or equivalent) qualified
Manage projects independently and assume day-to-day client contact role
Manage internal stakeholders, both senior and junior, and be able draw from key experts across the firm network as required
Prepare detailed financial analysis of market comparable companies across a wide range of industry sectors
Prepare substantial written sections of the final valuation report which support the valuation conclusion. Examples include industry and market analysis, comparable company analyses and detailed valuation methodologies
Carry out and review financial modelling assignments as part of the valuation process
Accompany senior members of the team at meetings with clients
Excellent communication skills - ability to present complex valuation issues in an clear and articulate way to a non-technical audience
Ability to multi-task across multiple assignments, prioritised workloads and work under time pressure
Able to establish, build and maintain a good working relationship with all colleagues – be able to deal with all levels of staff in a straightforward and professional manner
Ability to deliver, and manage the delivery process of, high quality written work
Ability to read, understand and analyse financial statements
Strong analytical skills and attention to detail but tempered with an ability to think laterally
Sound technical knowledge with the ability to build and review financial models. You will therefore need to be proficient in Microsoft Office, particularly Excel, with solid financial modelling experience
Ability and willingness to coach and manage junior members of staff
Self-motivated and able to work on their own initiative
Flexible and a team player
Numerate and fluent English language skills

Manager, Financial Services Resume Examples & Samples

Business Ethics & Compliance Awareness
Excellent time management /organizational skills
Takes Initiative
Variable license where required

Client Solutions Manager Financial Services Resume Examples & Samples

General Management Oversee delivery and revenue recognition for Financial Services accounts you are assigned to Identify up-sell opportunities across your accounts and partner with the Client Partners to drive incremental revenue
Relationship & Management Build and manage relationships with key clients and agency partners (media, creative, PMD, etc.)
Project manage complex work streams
XFN collaboration of all projects
Media Planning, Strategy & Measurement Manages and consults on complex advertising solutions and integrations
Outlines measurement solution based upon key KPI’s
Manages revenue delivery and budget spend
Platform & Product Expert Articulate and update clients on FB product and developments
Responsible for educating clients and agencies on best practices
Drives product innovation based upon client needs

Senior Manager Financial Services Resume Examples & Samples

Demonstrate a thorough understanding of complex accounting concepts and apply them to client situations
Demonstrate expert knowledge of the financial services and funds industry. Apply new developments in the industry in simple client situations, drawing from research and benchmark data. Demonstrate the ability to use technical knowledge to customize the application of our methodologies in a way that meets client issues context
Assist in consultancy assignments interpreting complex financial instruments
Comfortable with dealing with clients in an international capacity

Account Manager Financial Services Sector Resume Examples & Samples

Implement the sales strategy to ensure that sales targets are met or exceeded in marketplace
Develop and maintain relationships with new and existing clients to expand sales
Identify new accounts to sell products and services to, to fulfil turn over objectives
Maintain a high-profile Cisco presence in the market place through the creation of win-win situations with customers that turn a sales relationship into a long-term commercial partnership
Control costs to ensure that expenditure is being managed in line with budgets
Develop and deliver accurate sales forecasts in line with business objectives
Education to degree level, preferable
Formal training in sales techniques
Demonstrable track record of successful sales in the Voice / Data / Networking Industry
Demonstrable experience selling complex technical solutions to executive management
Ability to network within a customer organization to identify all key influencers and decision makers
Ability to work well with team members and collaborate effectively across the extended sales team
Previous experience of the Financial Services sector is highly desirable
Commercial Focus
Business English, other European languages may be an advantage
LI-EMEA-TW1

Account Manager Financial Services Resume Examples & Samples

Build relationships within all layers of his customers
Develop business cases based on an understanding for customer´s business drivers
Develop solutions to address customer needs for Voice / IP-Communication & Collaboration, Datacenter, Security, Storage and other advanced technologies
Conduct workshops & presentations and lead customer discussions to advance the sales process
Close collaboration with System Engineering, Customer Advocacy and Cisco Capital
Close collaboration with potential and existing customers within the account, with the objective of identifying requirements and providing tailored solutions
Engage as part of a team to deliver Cisco solutions in the most relevant form
Continuous readiness to apply diverse, visionary solutions to the customer
Minimum of 5 years sales experience
Successes selling to Finance customers
Experiences selling to banks or financial institutions
Experiences of selling solutions like Voice Communication, networks infrastructure, IP, datacenter, storage, network infrastructure or security desired
Ability to understand customers´ needs and to analyse and provide visionary technical tailored solutions
Mid-term and long-term business planning skills
Excellent communication, negotiation and consulting skills
Languages: Fluent German and English, others would be beneficial
Strong social skills as well as the ability to work independently or as part of a team

Manager Financial Services Resume Examples & Samples

Demonstrated experience in the leadership and execution of Change Management – including change strategy and planning, stakeholder analysis and management, communications strategy and execution, business readiness, change sponsorship, training needs analysis
Previous external consulting experience will be very highly regarded. Otherwise, you will have at least 5 years proven experience in the operational delivery of change management projects, 3 of which in Financial Services
3 things about us (that you probably didn't know)

Senior Manager Financial Services Resume Examples & Samples

Previous external consulting experience will be very highly regarded. Otherwise, you will have at least 8 years proven experience in the operational delivery of change management projects, 5 of which in Financial Services
Previous experience working in the Financial services industry including banking, insurance and wealth and asset management
Previous experience with coaching leadership in managing and leading change
Demonstrated proficiency in data analysis, critical thinking, and delivering insight based on qualitative and quantitative information
Proven experience in delivering high-quality written materials, with advanced Microsoft Word and PowerPoint skills
Proven ability to manage ambiguity and capability to utilise highly-developed problem solving skills to adapt to changing demands

Client Solutions Manager, Financial Services Resume Examples & Samples

Lead a small portfolio of Facebook’s top brand and agency partners through all advertising related aspects of their presence on the Facebook platform
Work within an account team to develop and grow deeper partnerships with clients
Leverage large and abstract datasets to provide easily understandable and actionable insights for advertising campaigns
Identify and manage internal projects to enhance productivity
Derive in-market research and insights to inform opportunities to improve products and processes
Work cross-functionally with product, measurement, marketing and engineering teams to build scalable solutions

Account / Program Manager, Financial Services Resume Examples & Samples

Commerce Management: facilitates campus ID card issuance, cashless payment processing, account management and reporting on-campus, off-campus, and online
Security Management: monitors all campus activity using integrated door access control, video surveillance and mass notification capabilities
Bachelor’s Degree required. Marketing or Business emphasis preferred
Demonstrated prior Account Management / Sales success. Experience developing university relationships a plus
Demonstrated Business Analysis skills
Excellent organizational, planning, problem solving, project management and communication skills
Self-motivated, proactive work ethic; goal oriented; strong team player
Proficient in MS Office Suite
Experience in the higher education industry
Background in financial transaction services, merchant acquisition, and related technologies

Audit Manager Financial Services Sector Resume Examples & Samples

Manage the delivery of assurance engagements
Build strong internal relationships within EY Assurance and across other services
Contribute to people initiatives including recruiting, retaining and training Assurance professionals
Contribute to the maintenance of an educational program to continually develop personal skills of staff
6-10 years of experiences in Financial Services industries with at least 3 years of experience in audit field
Certification as a Certified Public Accountant (CPA) is preferred
Strong interpersonal skills, including developing and maintaining relationships
Stong communication and project management skills
Team player. Experience of leading, supervising and coaching members of staff
Analysing and presenting recommendations

Manager, Financial Services Resume Examples & Samples

CPP Certification
Ability to manage a large team
Ability to provide world-class customer service,
Excellent written and verbal communications skills,
Knowledgeable in global mobility and equity processing and reporting requirements
Experience with Canada payroll processing
Excellent system and analytical skills

Manager, Financial Services Gre Resume Examples & Samples

Proven coaching and development skills
Series 6 & 26 registrations, Life/Health license & P&C License
Strong leadership skills (5-10 years)
Persistence and Resilience
Autonomy (ability to work independently)
Satisfaction and pride in working hard; setting high personal standards for performance

Manager Financial Services Resume Examples & Samples

Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver legendary customer experiences and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations
Ensure the customer area is professional and inviting in appearanceDevelop and Manage the Team / Teamwork
Lead and apply the performance management process, supporting employees in their personal and performance development by utilizing learning maps and external courses, as appropriate
Develop and manage the sales team by recruiting, coaching and recognizing employees
Engage in and support the training and development of employees with both internal and external training
Create and foster a cohesive team, and promote a positive work environment
Lead and follow up on action plans to improve the employee experienceBusiness Results
Meet or exceed branch business objectives by executing branch business plan
Coach team to deliver on branch business objectives by meeting or exceeding individual sales goals
Coach team to understand customer needs and provide advice and appropriate products and services
Coach team on identifying customer needs and referring them to Branch employees or internal Bank partners as appropriateInternal Practices & Processes
Achieve branch objective for Operational Excellence
Follow and ensure employees are knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations
Follow and ensure employees understand and apply bank/branch operating policies and procedures – which may include assuming responsibility for the branch opening and closing procedures on a rotational basis
Ensure necessary due diligence is taken to support the accuracy of all customer transactions

Markets Enablement Manager Financial Services Market Segment Resume Examples & Samples

Participate in the strategic planning process for the FS Market Segment to identify the appropriate go-to-market activities required to achieve market growth
Drive the execution of FS Market Segment’s for go-to-market plans. Work closely with FS Market Segment leadership and Partners to identify business needs, determine audience/accounts, co-develop actions and timelines, and align resources in support of go-to-market activities
Project manage go-to market activities and business development programs such as sales campaigns, growth platforms and other prioritized initiatives that support the Central Market Segment’s strategic plan, opportunity development and account management
Drive exceptional client service by delivering relevant insights and best practices across the Focus accounts in the FS Market Segment
Oversee the FS Market Segment’s pipeline reporting and analysis; identify trends, opportunities and gaps. Determine go-to-market activities to enhance pipeline mass and velocity. Work with Partners and practitioners to ensure and enhance pipeline integrity
An MBA with at least 5 years of business experience or a bachelor's degree with 7-10 years of business experience
Strong program/project/campaign management and execution experience
A proven ability to manage multiple go-to-market initiatives, resulting in pipeline creation and sales
In-depth knowledge of account management, and relationship and opportunity tools and processes
Strong organizational and time management skills; demonstrated ability to manage multiple priorities, stakeholders and complex projects and initiatives at one time
Ability to work with senior executives (both internally and externally)
Ability to manage ambiguity and successfully navigate large, matrixed organizations
Ability to review reports, interpret data and identify trends that will assist in further targeting appropriate go-to-market activities that will generate pipeline growth
Ability to work independently and with the team, relying on strong influencing skills to achieve results
A strong executive presence
Knowledge/expertise in the firm's solutions and service offerings

Senior Manager, Financial Services Products Resume Examples & Samples

Brand name strategy management consulting background such as McKinsey, Bain or BCG
Exposure to retail banking projects, ideally in areas such as Customer Engagement & Experience and Product Development
Experience of working with large businesses, offering tangible solutions
Skilled in both corporate strategy and operational strategy
Ability to work at all levels and gain buy-in from senior stakeholders across the business
Outstanding academics

Senior Engagement Manager, Financial Services Resume Examples & Samples

Selecting Talent (Be a Recruiter) – You’re a guardian and an ambassador for selecting talent at Adobe! You recommend and recruit only the best. You embrace diversity of ideas, experiences and working styles because you know that diverse teams drive better business results
Role Modeling Check-In (Be a Coach) – We don’t believe in annual reviews and rankings. That’s why, feedback flows constantly at Adobe. To succeed, you’ll meet frequently with your manager to receive ongoing feedback, set challenging performance expectations, and pursue continuous development opportunities
Scaling the Business (Be an Owner) – You approach your role as if you own the business. The buck stops with you. Your goal is to always deliver an exceptional customer experience by listening to feedback and continuously looking to improve efficiencies

Program Manager Financial Services Resume Examples & Samples

Complex Programs
Initiative Portfolio Management and Governance
Innovation Strategy and Management
Strategic Outsourcing
Transformation and Change Management
A bachelor's degree and approximately 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience
A minimum of 3+ years of industry/advisory experience
A degree in MIS, Engineering, Applied Science, Finance, Economics preferred
An MBA (project management, finance, operations); or a master's in Computer Science, Engineering or Applied Science a plus
Certifications: PMI (PgMP/PMP/CAPM)/Prince2/Six Sigma (Green/Black/Master Black Belt)
Experience with and/or certified in PM tools (e.g. Primavera/MS EPM/CA Clarity/HP PPM/Planview)
Analytical and conceptual thinker with innovative capacity
Ability to handle complexity and ambiguity, and provide structure to complex problems
Collaboration, teaming, excellent presentation and communication (written, oral) skills
Integrity, maturity and dependability

Client Solutions Manager, Financial Services Resume Examples & Samples

Customer and Industry Knowledge
Develop a deep knowledge of Digital Marketing, Ecommerce, and accompanying Facebook solutions
Relationship Management
Build and manage relationships with key clients and agency partners (media, creative, marketing partners)
Work and collaborate with diverse group of internal cross functional teams
In partnership with Client Partner, identify, create, and implement marketing solutions grounded on achieving measurable business results for our partners
Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnerships
Analyse data and insights to guide strategy and implementation of Facebook solutions
Platform and Product Expertise
Drive education on Facebook product, company updates and share Facebook best practices as relevant to client or agencies' business Influence product innovation based on client needs and feedback
Media Planning, Strategy, and Measurement
Provide and oversee Facebook marketing strategy, align with client's key business objectives
Translate business objectives into campaign strategy, proposing campaign structures and implementing measurement solution (derive actionable insights, synthesize results into recommendations)
Manage planning, execution, ongoing reporting and optimization of campaigns (oversee budget spend, manage internal analytics and dashboards, provide optimisation and real time targeting recommendations)

Manager Financial Services Resume Examples & Samples

Financial/Cost Analytics - execute monthly direction for rolling estimate and business planning process. Lead analytics of PSS performance (overall results, cost analytics)
PI Management & Analysis- partner closely with PSS PMO to develop a process to manage the productivity initiatives and savings results – lead the process to develop tracking and monthly reporting and present results
Ad Hoc Financial & Operational Analyses - provide financial insights to PSS LT & CCR LT via monthly reporting cadence, presentations etc. Lead processes to aggregate Corporate reporting requirements

Industry Manager, Financial Services Resume Examples & Samples

Play the lead role in developing the holistic business across Financial Services based verticals prioritizing business opportunities for Facebook and our family of brands, including Instagram
Consult with Product Marketing to help shape product development in support of client needs
Guide the creation of persuasive presentations and stories that demonstrate the value of Facebook to clients for both b2c and b2b marketing

Manager Financial Services Resume Examples & Samples

Develop and Manage the Team / Teamwork
Lead and follow up on action plans to improve the employee experience
Business Results
Coach team on identifying customer needs and referring them to Branch employees or internal Bank partners as appropriate
Internal Practices & Processes

Account Manager, Financial Services Client Resume Examples & Samples

Manage the strategic development of activation programs that impact consumers and employees
Lead all aspects of event programming from the initial planning stages through onsite execution and wrap-up (research and develop tactical plans, lead conference calls, manage client and vendor relationships, etc.)
Serve as primary client contact to drive program management
Involvement with integrated client/agency planning and creative processes
Design, develop and present numerous program documents (strategic program recommendations, tactical plans, status reports, event execution guides, wrap-up reports, etc.)
Manage program budgets, and oversee all measurement elements
Management of two direct reports, Account Executives
Additional projects as assigned, which may include: assistance on other events/hospitality programs, sponsorship evaluations, competitive reviews, POVs, property research, etc
A considerable amount of domestic event travel will be required throughout the year including nights and weekends
Minimum of 5 years agency/client service experience including event planning and sponsorship execution
Experience in the Financial Services industry and/or cause-related marketing is a plus, but not required
Proven success in building positive client relationships
Experience overseeing and managing executional deliverables and program activation
Experience with on-site event management and execution
Excellent organizational skills, attention to detail and ability to handle multiple tasks simultaneously
Strong ability to work as part of a team, demonstrate initiative and solve problems independently
Ability to manage precise financial records, budgets and reconciliations
Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Publisher)
Willing to work non-traditional hours including weekend travel

Senior Manager, Financial Services Resume Examples & Samples

Manage and supervise the execution of audit engagements of various Financial Services clients, including Securities and Exchange Commission (SEC) registrants
Review SEC filings and research technical accounting issues as well as understand and utilize KPMG’s Audit Methodology
Applied working knowledge of U.S. Generally Accepted Accounting Principles (GAAP), U.S. Generally Accepted Auditing Standards (GAAS), and Public Company Oversight Board (PCAOB) Auditing Standards

Manager / Senior Manager, Financial Services Resume Examples & Samples

Manage client portfolios of various size and scope; act as the first point of contact for internal and external clients
Manage teams of tax professionals/assistants working on client projects
Understand and analyze the U.S. Generally Accepted Accounting Principles (GAAP) rules affecting the taxpayer
Manage risk and financial performance of engagements, including billing, collections, and the budget for projects
Deliver high quality tax service and advice to clients
Assess tax impact on clients, develop tax arguments to support conclusions, and suggest plans to clients
Manage risk and financial performance of engagements including billing, collections, and project budgets
Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice
Five years of tax experience in the Financial Services industry supporting Registered Investment Funds and Alternative Investments (Investment Partnership and or Mutual Fund tax experience)
Previous experience as a Tax Manager with a public accounting firm
Bachelor's degree from an accredited college/university; licensed CPA or J.D./LL.M. (Please note that any candidate hired by KPMG into this position that doesn't currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment)
Proficiency in the taxation of regulated investment companies and partnerships
Applied working knowledge of U.S. GAAP, accounting procedures, and financial and tax accounting for investments
Excellent verbal and written communication skills with the ability to articulate complex financial information
Eight years of tax experience in the Financial Services industry supporting Registered Investment Funds and Alternative Investments (Investment Partnership and or Mutual Fund tax experience)
Experience mentoring and counseling staff level team members

Manager, Financial Services Asset Management Resume Examples & Samples

Eight years of consulting experience, preferably in the financial services industry
Experience with package implementation such as Simcorp, Eagle, and Asset Control are preferred
Strong background working in and around back office, middle office, technology, and/or project functions as a business or technical analyst with firm understanding of front to back trade flows, leading vendor systems, and/or industry protocols
Ability to work independently and demonstrated ability to direct others while managing the demands of an ever changing environment

Audit Manager, Financial Services Resume Examples & Samples

Research technical accounting issues
Identify performance improvement opportunities for assigned clients
Work with other managers to help ensure the proper deployment of the audit staff and assist with the career development of team members
Five years of current and/or recent financial statement audit experience within a public accounting firm with demonstrated supervisory experience in the Financial Services Sector
Willingness and ability to travel

Audit Senior Manager, Financial Services Resume Examples & Samples

Manage client accounts including billing, fee analysis and new service development
Seven years of current and/or recent financial statement audit experience within a public accounting firm with demonstrated supervisory experience in the Financial Services Sector
Advanced working knowledge of technical literature

Audit Manager, Financial Services Resume Examples & Samples

Manage assurance engagements by defining the audit strategy in consultation with the senior manager/partner, and execute it in compliance with EY's policies and protocols. When required, you'll personally execute complex audit procedures and lead teams or parts of teams on engagements, depending on the size of the engagement
Manage projects and engagements profitably by leading the team to perform efficiently
Monitor the assurance team's progress against the plan and alter it when needed
Understand the audit client's industry and recognize key performance drivers, business trends, and emerging technical and industry developments. Stay informed of general business/economic developments and their impact to the audit client
Develop and maintain long-term productive client relationships and networks
Cultivate and manage business development opportunities. Generate new audit business opportunities by understanding EY and its service lines and actively assess/present ways to apply knowledge and services
Coach and develop people by sharing knowledge with team members and helping team members attain experiences that cultivate technical competencies
Develop people by encouraging individuals to think for themselves and take responsibility for their contributions to the assurance team
Conduct timely performance reviews and provide performance feedback/on-the-job training
Maintain cooperative relationships with other assurance teams
Must have a Bachelor's degree in Accounting, Finance, or a related field, obtained CPA Singapore qualification
At least 5 years of related work experience in audit field for insurance, banking or asset management industries
Proven ability to lead a team and develop business opportunities
Excellent leadership and project management skills
Able to manage multiple engagements and deadline-driven

Operations Manager.financial Services Resume Examples & Samples

Responsible for the end-to-end management of GEM customers and operationalization of new programs in EMEAR
Ensure customers satisfaction by acting as single point of contact and connecting
BS degree and minimum 10 years of related experience or MBA and 8 years of experience
Excellent understanding of Operational processes and extensive financial services experience
Experienced in influencing and building cross-functional relationships
Drive and influence best practices
Strong ability to map processes, identify gaps, develop solutions and build institutional memory
Manage the flow of information to management, customer, partner, sales and SME's
Excellent interpersonal, communication, time management and problem solving skills
Expert level knowledge of desktop applications (Word, PowerPoint, Excel and Visio) required
Familiar with Cisco products and services
Experience in developing process maps, playbooks and guidelines for key operational processes
Strong presentation, oral and written communication skills
Ability to lead across theatres; experienced in working with cross-functional teams to design and implement key operational processes
Superior customer service skills
Creative, strategic thinker, problem solver

Manager, Financial Services Resume Examples & Samples

Monthly closing
Financial reporting, deviation analysis and management of financial estimates
Working capital utilization: including measurement, analysis and continued implementation of savings opportunities identified
Review, analysis and financial preparation of capital spending projects (ACT’s, Authorization for Capital Transactions)
Cost accounting and control
Inventory understanding and control, including annual re-costing
Coordination, preparation, analysis of annual facility budgets, including the capital spending plan

Success Manager, Financial Services Resume Examples & Samples

Ultimate responsibility for the customer's renewal and for expansion of the platform. You promote maximum value from their investment in Salesforce, utilize all their licenses, identify new opportunities, and collaborate with sales teams to ensure growth attainment and increased footprint
Coach customers to ensure they are leveraging all available Salesforce Success Resources e.g. Help & Training, Communities, User Groups, webinars etc
Working within an account team matrix, lead C-level stakeholders towards identifying their vision by evangelizing the capabilities of Salesforce in the areas of: sales productivity, service optimization, platform (Communities, Data.com , Marketing Cloud, Heroku)
Where appropriate, partner with the customer to establish a transformational Business Roadmap/Blueprint to ensure achievement of business goals
Effectively network within accounts from the C-Level down in order to achieve successful execution of the customer's Blueprint, where appropriate
Develop a comprehensive understanding of typical business challenges faced by customers and common objectives to appropriately map Salesforce features and associated business benefits to address their needs
Play a fundamental part in coaching customers to establish and manage their Change Management/Governance/Centre of Excellence programs
Identify risks to the customer achieving their stated business goals and work with the virtual team to build a risk mitigation plan
Serve as a customer advocate in driving industry best practices and the evolution of Salesforce product and platform functionality, courses and administrative services integral to the customer's success
Develop and maintain long-term relationships with stakeholders in your account portfolio, where appropriate, by networking between customers, partners, and Salesforce
Deliver successful customers to the contract renewal cycle and, where necessary, support the renewals process to minimize customer attrition
As part of building your personal brand you will be given the opportunity to
Minimum 10 years relevant work experience
Ability to prioritize, multi-task, and perform effectively under pressure
Strong knowledge of business processes (Sales, Marketing, Service, Support), business applications and automation
Experience with account portfolio planning and prioritization
Knowledge of Salesforce product and platform features, capabilities, and best use
CRM or IT experience and knowledge of Salesforce competitive landscape and technical ecosystem
Working knowledge of the software development process and of software design
Flexibility for travel (approx. 20%)
Highly beneficial to have any Salesforce product certifications prior to joining. It is expected that you will gain the following certifications as part of the role requirement and onboarding process in the first 6 months

Account Manager, Financial Services Resume Examples & Samples

Proven track record of growing a successful consulting business in the Banking and Financial Services industry
Demonstrated strong leadership skills, particularly with highly diverse teams
Deep knowledge of Information Systems/Business Consulting Methodologies,
Experience and track record in successful delivery of technical/ management consulting services, preferably gained at a top tier consulting firm

Senior Business Manager, Financial Services Resume Examples & Samples

Focus on customer needs, industry trends, and competitor insights to build and deliver compelling products and services consistent with Walmart mission and principles
Sets and communicate the vision for the business and evangelizes with other segments in Walmart.com and overall enterprise
Responsible for determining, developing and driving execution of the Business Growth Strategy. Develop yearly and long range financial plans for the business. Lead assortment selection, build vendor relationships, and create ways to drive growth to top and bottom line Partner with Digital Store Operations and other functions for day to day business and operations management in partnership with other functions. Identify and resolve defects, reduce waste and improve overall efficiency to reduce the operational cost of the business. Proactively identify and champion process improvements
Manage key third-party partnership and lead RFP/RFQ processes, Supplier/Partner selection, and contract negotiations. Measures effectiveness of existing programs to help optimize and obtain the best ROI
Help prioritize, oversees and directs the creation and execution of new feature and product development roadmaps by collaborating with Digital Store Operations and Product Management teams
Thrive in a highly cross functional environment, both internal and external, including clients, distributors/reseller partners, finance, legal, compliance, site, treasury, international teams, strategic communications, customer service, accounting, marketing, PR, and transaction risk management

Named Account Manager, Financial Services Resume Examples & Samples

Independently sell Qlik’s software portfolio in the Finance and Insurance sectors in D-CH
Advocate and represent the value of Qlik’s software portfolio to a broad and diverse range of prospective or existing customers
Identify and acquire new opportunities with a distinctive HUNTER MENTALITY and using Key Account Management capabilities
Maximize revenue potential in the Swiss Enterprise market directly and in collaboration with Qlik’s partners and the Alliances team
Manage the designated sector as a business; incorporating customers, prospects, Qlik partners, System Integrators, Qlik's internal lines of business and Industry Forums
Target key players in the market segment to ensure strong referencability - Engage successfully with top accounts in Switzerland
In conjunction and strong collaboration with pre-sales and consulting services, deliver successful “Proof of Concepts” events and extend Qlik´s footprint with the designated 20 accounts
Effectively manage and drive the sales cycle from identifying a prospect through to successful closure
Engage and develop strong and trusting relationships with decision makers/key influencers within the customer community
Act as an ambassador for the Swiss market; lead and champion Qlik in this strategically important business segment
Drive customer success through strong understanding of their business and ability to strongly engage the Qlik value proposition within those customer communities
Build up a sustainable and robust pipeline quarter by quarter and ensure accurate and rigorous forecasting and account planning
Participate and act as spokesperson in trade show events, workshops and seminars as appropriate for the segment
Develop long term and trustworthy and collaborative relationships across all levels within the customer/partner/Qlik community
Degree or equivalent experience
Excellent verbal and written German and English language skills
Proven experience of consistently over achieving in software solutions sales to large companies
Strong understanding of the business processes in the Finance and Insurance sectors
Demonstrable experience calling on and selling to senior decision makers (CxO's) – in both business and IT
Successful track record in selling Enterprise solutions across the Swiss market
Solid and credible relationships with key decision makers in respective market
Experience working with System Integrators and other partners
Ability to qualify and prioritize prospects, and generate opportunities through prospecting, networking and relationship building
Excellent communication, listening, presentation, and writing skills
Strong business orientation and commercial acumen
Results focused and ability to execute successful plans
An outgoing, focused and organized person with a strong will to succeed
Ability to thrive in a fast moving environment

Global Account Manager Financial Services Resume Examples & Samples

Global account strategy, planning and management
Demonstrated success in large matrix organizations; professional services or financial services experience is an asset
Strong time management and organizational skills, ability to meet tight deadlines and coordinate multiple projects at one time
Ability to manage ambiguity and successfully navigate large, matrixed organizations. Ability to understand complex service offerings and client issues
Ability to work independently and with the team, collaborate effectively with other functional groups within EY, and rely on strong influencing skills to achieve results

Client Solutions Manager, Financial Services Resume Examples & Samples

3+ years’ experience in digital media space
Experience with the industry or business trends in the industry (Direct Response marketing, data and technology solutions, ad-tech, partnerships, CRM)
Experience in Financial Services preferred
Experience working effectively with XFN teams and all levels of management (internally and externally)
Relationships with marketing decision makers in industry
Experience with analyzing datasets and delivering actionable insights
Knowledge of SQL or relational databases preferred
Experience with statistical packages such as R, SAS, SPSS a +
Ability to manage multiple projects while maintaining strict attention to details
Ability to communicate, collaborate and work effectively on a team
Ability to confidently present to external clients
Understanding of major advertising success metrics
Avid knowledge of competitive set

Client Solutions Manager, Financial Services Resume Examples & Samples

Act as a Marketing Solutions Expert
BA/BS degree in a technical or marketing field
2+ years experience working directly with marketing, media, finance, consulting, and/or companies with track record of problem solving and thought leadership
Demonstrated experience with digital media platforms, advertising metrics, and industry trends (Direct Response marketing, data and technology solutions, ad-tech, partnerships)
Experience with Excel, experience with analyzing datasets and delivering insights
Demonstrated experience with problem solving and decision making skills
Experience working with cross functional teams with the ability to influence c-level executives
Demonstrated track record of delivering on quota
Demonstrated experience to present ideas

Manager Financial Services Industry Advisory Resume Examples & Samples

Above 7 years' experience in consulting, corporate finance, audit or related industry sectors
In-depth understanding of the financial services industry business especially in Basel II, credit risk management, market risk / treasury management, asset liability 5.management, management accounting, consumer banking business management and securities trading/settlement
Strong analytical and problem solving skills with high commitment to quality client service
Strong consultation and communication skills, self-initiation, good team player and willingness to work under pressure
Mature, proactive and committed
Excellent project management and interpersonal skills
Outgoing character. Strong sense in business development is required. Proven track record in business development activities is a definite advantage

Account Manager, Financial Services Resume Examples & Samples

Fluent GERMAN is a must
Energetic, flexible and capable of operating independently and as part of a team
Possess a proven consultative financial sales background
Possess in-depth knowledge of financial and budgetary accounting in a business context
Proven ability to identify, qualify, develop and close leasing opportunities
Accurate forecast management and reporting skills
Responsive to both internal and external customers business needs
Proven capability of managing key stakeholders up to CXO level
Capable of managing multiple priorities in a complex matrix environment
Ability to leverage resources in order to achieve business objectives
Experience of working with appropriate business partners
Proven ability to identifying net new opportunities as well as developing and closing existing opportunities
Exhibit a demonstrable commitment to customer satisfaction

Innovation Manager Financial Services Resume Examples & Samples

Expert on NetApp capabilities, specifically on the software & cloud side
Expert on industry trends&demands
>5 yr experience in various roles in the IT industry
Technical / Architecture / Business knowledge needed (combination is important)
Insights into the financial services / FinTech industry would be very helpful

Senior Manager, Financial Services Operations Resume Examples & Samples

Full management responsibility for the Financial Services Operations team
Leads the team in the successful management of daily operations of all financial card programs by interfacing with all areas of the company to ensure that products are configured, delivered, and operate reliably
Monitors current program implementations with the team, tracking progress and adjusting priorities as needed. Engages as an escalation point as required
Performs operational troubleshooting to identify, define, and solve problems
Works with internal teams to streamline processes for product set-up and data management
Tracks and reports on team performance in key areas including collateral tracking, product and merchant launches, and test card delivery
Reviews, revises and defines roles and responsibilities for team members to maximize team efficiency
Works with internal teams to develop reporting requirements from existing systems for print order management, sales results, and inventory management
Fosters continuous process improvement in the engagement, onboarding and implementation of products and services
Builds and maintains a shared knowledge library of best practice materials related to all financial and closed-loop programs to ensure repeatable, successful operations and implementations
Works with business development teams to validate new opportunities, and assign resources for implementation and delivery
Serves as primary contact with issuing banks for operational needs and escalations, and monitors new product implementations with issuing banks from initiation to approval
Experience managing a team in an operational environment
Experience in working with third party vendors including banks/financial institutions, network associations (Visa, MasterCard, Discover, American Express) and other providers
Experience with prepaid product compliance and regulations
Demonstrated ability to create requirements documents, process documentation, develop and analyze reports
Superior communication and interpersonal skills with the ability to develop relationships at all levels of the organization
Proficient with standard computer applications (Word, Excel, PowerPoint, etc.)
Ability to work with multiple departments (for example Marketing, IT, Legal, Fraud, Finance, Customer Services) to support financial services products
Creative thinking and initiative with the ability to drive change
Must be able to manage multiple projects and re-prioritize deliverables as needed
Must be process driven with focus on continuous process improvement
Must be a self-starter with demonstrated ability to lead cross-functional te.ams during the product implementation process
This position is eligible for the Employee Referral Bonus Program #LI-GL

Client Solutions Manager, Financial Services Resume Examples & Samples

Experience working with XFN teams and all levels of management (internally and externally)
Experience with analyzing datasets
Proven track record of delivering on quota
Ability to manage projects
Ability to communicate, collaborate and work on a team
Ability to present to external clients
Understanding of advertising metrics
Experience as a Facebook user and familiarity with Facebook’s ad products

Manager, Financial Services Resume Examples & Samples

3-5 years of experience in market research, client servicing, or analytics based sales
Candidates with financial service product development /event planning experience strongly encouraged to apply
Demonstrated ability to work with data to generate impactful and engaging analyses and presentations
Strong analysis and writing ability - digests diverse data sets into cohesive and succinct stories
Track record of managing multiple projects and deadlines
Knowledge of consultative selling techniques and process
Confident in conversing and delivering recommendations to decision makers
Expert in all MS Office products, Excel, PowerPoint, & Word
Ability to travel (typically <10%)

Partner Segment Manager Financial Services Resume Examples & Samples

Be the subject-matter expert (SME) for the FSI segment including a knowledge of the top ecosystem partners that make up the FSI segment
Support the strategic plan of the FSI partner segment in EMEA which includes aligning with partner development managers who manage the top AWS technology and consulting partners focused on FSI
Working with partner development managers, facilitate C-level relationships with AWS top partners and help generate interest in new AWS programs focused on FSI
Be a subject matter of the AWS partner for FSI for AWS internal and external stakeholders including the AWS teams as well as media coverage and industry events focused on the FSI segment
Help prioritize AWS investment in partners who focus on the FSI market segment to help drive incremental results for both AWS and selected partners
Once approved by senior leadership, execute go-to-market and routes-to-market plans that have clear and measurable ROI models
Work with cross functional groups including training and solutions architecture to help build enablement programs that allow strategic partners to develop capabilities and achieve proficiency according to AWS competency standards
Work collaboratively inside of AWS to help drive new solutions to market with the AWS product management, solution architect, and professional service teams
Work collaboratively with AWS consulting partners to create solutions that combine AWS top technology partners with packaged implementation services
Prepare and give business reviews to AWS senior leaders
Identify, strategic partners in the EMEA FSI market segment that could include leading startups, consulting companies, and established technology vendors
Significant experience in business development, enterprise account management, partner management or product management experience
Consist ently exceeds key performance metrics
Strong communication skills and the ability to articulate complex concepts to cross-functional audiences
Strong technical acumen, with a demonstrated track record of driving emerging/disruptive technologies like open source software, virtualization, and Software as a Service delivery models
Demonstrated expertise in FSI software, tooling, implementation approaches, and industry trends
Prior start-up experience as a founder or executive focused on the FSI segment, or as a FSI practice leader or business unit owner
Prior track record of influencing innovation through a partner ecosystem with either solutions and/or programs that have demonstrated success at Enterprise customers

Engagement Manager, Financial Services Resume Examples & Samples

Participates with services management to identify and establish objectives, assignments, and goals in accordance with regional or national strategic plans for selling Professional Services
Develops sales strategies for assigned accounts to include the following: identifying customer business pains, establishing value propositions, and articulating a solution capability at the C-level. This sales strategy will address what to sell and how to sell in collaboration with the solutions-based selling approach with the Sales and Marketing teams
Develops PSAs and SOWs based on scope, estimates and pricing
Reach yearly revenue quota set out for territory/assigned accounts in Professional Services signed contracts
Keeps abreast of Professional Services business development practices and competitor activity/strategies in the market
Creates demand generation and customer or business partner relationship management programs from content design through implementation and results tracking to ensure that objectives are met
Prepares and delivers presentations to customers and/or business partners at the highest levels of management. Performs Strategic Value Assessments (SVAs) to demonstrate value of a solution to a client
Serves as a resource for Sales and Marketing account teams for Professional Services business development. Acts as a key liaison between Professional Services, Sales, Marketing, and Alliances teams
Works closely with Regional Consulting Directors/Managers and Education Director/Manager to identify and prioritize business development opportunities, obtain subject matter consulting resources for sales support (qualification, scoping, estimating), works with Practice Leaders to price opportunities, and finalizes consulting contracts
Conducts extensive follow-up with customers and/or business partners to track and uncover additional business opportunities, and drive existing engagements to reference status
Keeps abreast of new company product development and marketing strategies; relates technical concepts to SAS software applications and user needs
May be required to travel as required to support regional business development. This includes support for their own region, as well as other regions with more limited capacity and expertise

Test Manager Financial Services Resume Examples & Samples

Negotiating the ongoing purpose and deliverables of the testing in scope
Planning and management of the test resources
Ensuring appropriate level of quality through resolution of important defects
Ensure compliance with standards and good test practices (ISTQB), and oversee quality assurance for large projects
Define test strategy, and develop & implement the test plan and approach for integrated solutions in complex environments
Design and align test scenarios and test cases
Schedule test execution with environment availability, taking into account needs of other teams/projects, and coordination with release management
Investigate defects in defect management process; this includes defects verification and proposing approach to resolve as needed
Provide estimates and change impact of test implications on project change controls
Master degree in a relevant discipline, or equivalent through experience
Relevant professional experience between 3 – 8 years (including in coordination of testing teams), ideally in banking and/or insurance
Solid experience with testing and defect management tools such as HPQC, QTP, Selenium, Soap UI, etc
Knowledge of Agile, as well as functional and technical test methodologies
Able to work in multi-cultural teams, and collaborate with offshored team members
Fluency in Dutch and/or French, and proficient business English, with solid communication skills

Partner Manager, Financial Services Resume Examples & Samples

Experience working with enterprise / FSI focused SI/ISV partners to develop and execute a partnering strategy, training, and joint sales and Go to Market (GTM) programs
Engage the partner field sales organization, channels and end customers to create and drive revenue opportunities for both parties
Identify specific Systems Integrators to approach with a joint value proposition for using AWS
Define a strategic plan together with the Account team, for the financial services customer – and work with the Systems Integrator/ partner to ensure successful long term customer outcomes
Understand the customer and partner’s technical requirements and work closely with the partner’s team to build profitable and successful customer outcomes
Experience with CRM systems, data warehousing and other analytic tools to establish detailed metrics for tracking purposes
Prepare and give business reviews to the senior management team
Position based in Sydney (or Melbourne)
A minimum of 5 years working within Software or ICT Channel companies
Consistently exceeds quota and key performance metrics, with hands on experience negotiating enterprise contracts
Strong presentation and writing skills and the ability to articulate complex concepts to cross functional audiences
Strong technical and/or business solutions acumen, with a demonstrated track record of driving emerging/disruptive technologies like open source software, virtualization and Software as a Service delivery models
Ability to think and work creatively to develop unique joint value propositions and product strategy within AWS and in the partner’s organization
Track record of managing and selling to Enterprise FSI Accounts, with all up responsibility across the entire organization
Demonstrated to own and successfully execute a strategy for great customer outcomes, as part of a larger team

Manager, Financial Services, Core Banking Resume Examples & Samples

Engage in business development activities by developing relationships with new clients, developing proposals, and creating engagement letters and statements of work
Five years of experience in a consulting role (preferably with a national or global management consulting firm), and two years of experience working in banking institutions
Experience with large scale finance transformation

Treasury Manager, Financial Services Industry Resume Examples & Samples

Define, plan and execute projects related to FSI Treasury management solutions including asset-liability management, liquidity management, cash management, funding operations, funds transfer pricing, capital management and associated management and regulatory reporting requirements
Lead and develop teams that deliver treasury and IT strategy and transformation design and implementation services to global and regional banks, bank holding companies and financial institutions
Support the sales process for major opportunities
Develop tools, methodologies and assets for project delivery
Playing a key role in client communication, relationship development and retention
FSI Treasury solution delivery
Lead engagement planning, execution, and management
Ensuring products/deliverables meet contract/ work plan specifications and deadlines
Involvement in developing tools and methodologies for project delivery
Involvement in expanding our service offering and business growth
MBA, PMP, or CFA preferred
10+ years of FSI Treasury management or consulting experience
Entrepreneurial nature: resourcefulness; flexibility; creativity; energy and versatility
Strong sales, presentation, consulting, project management, client, and training/ mentoring skills
Strong executive presence and good communications and interpersonal skills
Ability to lead a team and to establish credibility as a trusted advisor with clients
Demonstrated analytical and problem solving skills. Conceptual and quantitative depth in treasury and risk methodologies and concepts and underlying markets, products and models
Strong background and knowledge in

Partner Manager, Financial Services Resume Examples & Samples

High-energy and confident personality
Familiarity with lending and leasing concepts, terminology, and calculations
Ability to work independently and quickly without compromising excellence and detail
Strong written and verbal communication skills (English a must; French, Spanish or Dutch a plus)
Proficiency in Excel. This means exporting data from a CRM tool and running pivot charts
Salesforce experience a major advantage
Last but not least, a burning desire to work for the coolest company on the planet and change the world!

Manager Financial Services Resume Examples & Samples

Strategic thinker with tactical ability to get things done and follow up
Ability to develop marketing strategy yet execute projects with a keen attention to detail and budget management
Strong analytic skills combined with ability to translate and summarize complex data into useable marketing, sales and merchandising action items
Advocate for new ideas and effectively influence key stakeholders
Flexible and able to succeed managing multiple projects simultaneously in a fast-paced environment
Self-starter with a positive, can do attitude
Strong written, communication and presentation skills
Strong listening, communication and management skills
Proficient in MS Office suite (Word, Excel & PowerPoint) and comfortable learning new systems
5-7 Years of relevant marketing experience
Experience developing and implementing marketing plans, strategies and tactics
Solid budget and project management experience
Additional experience with any of these is a “plus”: direct mail, social, mobile, online, TV/radio

Global Account Manager, Financial Services Resume Examples & Samples

Ability to thrive in a fast paced environment experience is key, a mix of large company and startup experience
Management experience (direct and matrix)
Disciplined, self-starter that is adaptable and comfortable with uncertainty
Financial Services Vertical experience
Knowledge of the storage industry specifically: Fibre Channel, NFS, and Enterprise Storage architectures
Competitive attitude and strong work ethic with the ability to enthusiastically represent the company
Knowledge of Virtual Server environments and RDBMS/OLTP

Territory Account Manager, Financial Services Resume Examples & Samples

Be an Informatica ambassador within accounts, maximizing our brand recognition and mindshare at all levels, evangelizing our solution and publicizing success stories
Monitor and report on the level of business with accounts and recommend actions that will enhance the business
Create and maintain effective partner relationships within assigned territory
5 or more years of demonstrated successful high-tech sales experience including sales of complex enterprise software products to a financial services territory
Proven ability to drive and close deal sizes of $250k and above

Client Solutions Manager, Financial Services Resume Examples & Samples

Bachelors or Masters degree
Self-starter with the ability to work in a fast paced, start-up environment
Knowledge of online advertising and/or measurement methods and technologies is a plus
Experience working with SQL or statistics packages such as Stata/R/SPSS/Matlab

Bid Management Manager Financial Services SE Resume Examples & Samples

Bachelor’s Degree and/or an advanced degree
Minimum of 3 years of client relationship management
Minimum of 3 years using MS Office Suite
Minimum of 3 years experience Bid Development or collaboration with Deal/Sales teams working on large & complex contracts/transactions; tier 1 consulting firm experience strongly preferred
Minimum of 3 years experience with formal sales methodology and/or formal sales process - working on final approvals of a global company’s largest and most complex transactions

Senior Partner Manager, Financial Services Resume Examples & Samples

Work with a select group of new and existing partners to define and execute joint sales and Go to Market (GTM) programs
Serve as a key member of the Partner and Business Development teams in helping to deliver the overall Financial Services partner strategy
Engage assigned partners field sales organization, channels and end customers to create and drive revenue opportunities for AWS
Create a strategic partner development plan for target partners and customers, and ensure it's in line with the AWS Financial Services overall plan. This includes developing detailed account plans to manage and track the progress of each ISV solution provider and achievement against partner goals
Set and manage revenue targets and work with the ISV and AWS sales organizations to achieve/exceed goals
Manage and close a pipeline of customer opportunities associated with assigned solution providers
Work with the Financial Services segment leader to execute the strategic business plan while working with key internal stakeholders (e.g. solutions architects, services teams, marketing, PR, legal, support, etc.)
Work closely with the partner’s customer base to ensure they are successful using AWS services
Ensure that AWS is the technology partner’s Preferred Cloud Computing platform across all product lines
Understand the technical requirements of our solution providers and work closely with the internal development team to guide the direction of our product offerings
Work with CRM systems, data warehousing and other analytic tools to establish detailed metrics for tracking purposes
Manage complex contract negotiations and serve as a liaison to the legal group
The right person will ideally possess 10+ years of sales or business development experience in the software/technology industry
3+ years' experience in the financial services industry in one or more areas including banking, capital markets, insurance
Consistently exceeds quota and key performance metrics, with hands on experience negotiating enterprise contracts with F100 companies
Prior experience helping a Financial Services technology company deploy a software product in a SaaS model, or other relevant experience helping an ISV transform an existing software product to a new delivery model
Track record of successfully owning, driving and managing partnerships and/or Global Enterprise Accounts against quarterly targets
Strong presentation skills and the ability to articulate complex concepts to cross functional audiences
Ability to think and work creatively to develop unique joint value propositions and product strategy within AWS and in the ISV organization
Prior track record of influencing innovation through a partner ecosystem with products or services that have demonstrated success at Enterprise customers
Bachelor’s degree required, technical, business or marketing degrees preferred

Account Manager Financial Services Resume Examples & Samples

Develops strong relationships with customer contacts at executive level to gain insight into the business imperatives and IT drivers enabling development of a strategy to sell Symantec solutions
Focuses on the strategic nature of the relationship and builds long term value for the client and sustainable success for Symantec
Works independently to determine the best approach for achieving personal and company goals
Works under general direction toward predetermined short and long term goals
Interfaces with Senior Management inside Symantec to help set strategy and participates in varied roles to support internal business development
Understands the client supplier ecosystem and builds partnerships where appropriate to deliver against objectives
Sells the organization’s products and/or services through a consultative selling approach and maintains good relationships with key individuals within named accounts
Responsible for expanding and retaining the client while ensuring ongoing excellent customer service
Primary sales point-of-contact for the account, representing the organization to the customer and the customer to the organization
Drives quarterly business reviews with customer to ensure value from Symantec investment
Ensures customer is kept up to date with Symantec product roadmaps enabling the customer to plan and mitigate risks to their business
Develops strategies and orchestrates company resources to maximize sales volume within assigned accounts
Effectively engages and builds cooperative relationships with sales resources: SE, Channel, Specialist sales team and executives as required
Actively builds networks with contacts and partner companies that can contribute to Symantec’s success
Identifies and qualifies opportunities, developing and executing the sales process
Builds and qualifies pipeline opportunities within specified customer accounts
Responsible for account penetration and balanced sales growth
Responsible for meeting assigned Sales Quota
Meets or exceeds discount/profit margin goals
Provide accurate forecasts and reports on activity and sales performance as and when required by management
Ensure full compliance with all internal processes
Ensure completion and utilization of whitespace
Proven track record of enterprise sales experience in hi tech industry (preferably software) developing strategic customer relationships
Specific minimum of 5 years enterprise sales experience within Banking, Finance Services and Insurance industries
Rolodex within BFSI. (Must be current knowledge - within last 2 years at least)
Security solution selling industry experience -
Self-starter. Someone who can manage their own time, is responsible for their own business and can plan and successfully execute against set goals
High levels of achievement against quota and experience selling to the executive level customer, preferably in the high-tech industry
Proven ability to articulate a sales portfolio across products, solutions and services
Demonstrates strong sales skills and high level of technical and business acumen in both our industry and accounts
Demonstrates a breadth and depth of knowledge arrived through exposure to complex business situations

Manager, Financial Services Resume Examples & Samples

Lead enterprise-wide Financial Services Strategy engagements and manage the process from start to finish, including setting scopes, budgets, staffing resources, creating and coordinating final deliverables, and assisting with presentation of results
Establish client value propositions that tie key strategic, financial and operational metrics directly to near and long term strategic business goals
Act as the day-to-day, full-time project manager to help ensure successful problem formulation, comprehensive analysis, and problem resolution
Work closely with the engagement Director and/or Partner/Managing Director to help build relationships with clients
Provide oversight of highly skilled KPMG work teams throughout the project lifecycle and serve as the primary team interface with various levels of executives and team members
Participate in the professional development of more junior team members and assist with the recruiting and training of new staff
A minimum of five years external management consulting experience focusing on Financial Services at a Big 4 firm, major strategy firm, or a boutique strategy firm; or a combination of comparable level strategy consulting experience and Financial Services industry experience in a high-impact problem-solving/analytical role
Bachelor's degree from an accredited college/university, preferably in Business Administration, Engineering, or other related field; Master’s degree in Business Administration from an accredited college/university is preferred
Deep knowledge of the Financial Services industry with the flexibility and adaptability to advise clients across a range of relevant topics, including one or more of the following sectors: Retail Banking, Commercial Banking, Investment Banking, Wealth Management, Asset Management, Insurance
Experience in strategic growth, or other relevant strategy experience, including but not limited to business model and technology disruption, digital transformation, Fintech proliferation, customer experience, data and analytics
Strong business acumen, analytical/problem solving skills, and the ability to understand how business model decisions impact operating model design/execution across operations, technology, risk governance, and organizational design in Financial Services, travel may be up to 80-100%

Manager, Financial Services Resume Examples & Samples

Develop and deliver advisory services across the spectrum of the Capital Markets Banking industry, including assistance with initiatives in domains such as credit cards and investment management
Advise clients on how to achieve an integrated single view of the customer to support inter-business cross-sell and up-sell and the business and IT implications of such a transformation
Work closely with bank IT Architects, Chief Technology Officers, Chief Intelligence Officers, and Line of Business Executives in the development, design, and implementation of IT solutions to meet business needs
Manage engagements according to KPMG’s financial and cost management policies
Assist in the development and management of ongoing client relationships
Lead and support business development activities at clients while working with the appropriate KPMG resources
Ten years of experience as a Technical Lead/Architect responsible for large scale implementations, either package or custom
Experience with a broad spectrum of vendor systems and applications, including knowledge of the underlying technologies and the ability to assess proper fit of vendor solutions into a specific bank architecture
Experience in system development life cycle (SDLC) and assessing alternatives in support of a major core banking system transition including evaluation of current state process and product aspirations of the business, IT fit, and alternative prioritized recommendations
Knowledge of key IT platforms and systems including the following: J2EE/J2SE Frameworks such as Spring, SOAP, and Struts, PL/SQL, TIBCO, Enterprise Service Bus (ESB), Java Messaging System, and XSD/XMF
Prior experience in a consulting environment desirable, strong communication and teamwork skills necessary, travel may be up to 80-100%

Program Manager Financial Services Resume Examples & Samples

Support Finance partner relationships and new market expansions across APAC
Drive and coordinate IT integration and operational efficiency to deliver innovative customer service solutions
Initiate and support group sales initiatives to drive order conversion and sales growth
Support in-market teams to eliminate potential roadblocks and leverage opportunities for integrated financial services solutions
Manage regional coordination of global initiatives and ensure timely and effective communication to markets
Manage performance metrics, analyze and report to support decision-making and performance enhancement
Support Marketing and Communication initiatives with the primary goal of generating leads
Understanding and awareness of APAC market environments and coordinate compliance aspects
Support the development of integrated Financial Services training programs
Cross-functional interaction and coordination of regional initiatives
In-market and regional operational support
Achieve all of the above in a creative yet structured, effective yet efficient manner
Bachelor degree in Finance, Business Management or related field
Experience in management, and experience in an International context and willingness to travel
Operational sales and or customer interaction experience
Project management and IT system development and integration

Senior Account Manager, Financial Services Resume Examples & Samples

Identifying and targeting competitive opportunities to drive new business
Obtains customer or industry information that assists in responding to customer's needs and requirements; Capitalizes on industry knowledge and customer contacts to uncover future business opportunities; Understands the formal and informal decision making process within each of the accounts
Tracks the sales process through monthly forecast submissions to quantify and qualify opportunities where NCR is best positioned to win, and assists in development of an account plan to ensure mutual objectives of the NCR/Customer relationship are realized; Builds customer commitment in order to accelerate activity through the sales cycle
Ability to describe how NCR solutions relate to the customer's current industry position; Identify major competitors in the account and assesses the competitor's products/services, and compare their strengths and weaknesses relative to NCR; Position NCR as a single source provider offering additional solutions and services to maximize NCR revenue and profitable growth
Apply presentation and consultative selling skills to deliver sales presentation at senior/executive levels; Incorporate thorough understanding of industry trends and issues into sales presentations
5- 8 years of related experience; Understanding of the Financial industry and Solutions, or similar applications and technology
Proven success in solution sales environment, preferably software focused
Solution selling experiences with ICBC, BOS is a plus
Excellent written and oral communication skills in; Must possess active listening skills as well as written and verbal skills Strong communication, creative thinking and presentation skills
Demonstrated sales success in attaining quota objectives with demonstrated success developing new account opportunities

Manager, Financial Services, Capital Markets Resume Examples & Samples

Leads the delivery of multiple work streams
Coordinates development of quality deliverables
Evaluates and articulates scale of complex client problems and structures a plan to address them accordingly
Plans and manages a team of others
Develops strong, credible relationships with key senior client stakeholders
Identifies, qualifies and shapes opportunities to grow existing accounts
Performs project staffing, invoicing, budgeting, and profitability analysis processes as well as contact and opportunity/funnel management
Demonstrates depth of knowledge and/or strength of capability to build credibility with the client
Formally manages others as a Career Coach/Counselling Manager and/or as a Reviewer on a project/engagement
6+ years of management consulting, advisory, professional services and/or Big 4 consulting experience
Proposal development experience including the ability to effectively sell business solutions to clients
Running projects and managing teams; and delivery experience driving desired business outcomes, identifying gaps and omissions, and designing solutions
Knowledge and experience with some major functions at Financial Service organizations such as Product Management, Marketing, Operations, IT, Credit/ Risk Management
Bachelor's Degree from an accredited college/university
Master's degree and/or professional certifications are advantageous
Demonstrated track record of successful ability to manage large and complex consulting engagements; including a role in managing and interfacing with senior level client executives
Ability to establish immediate credibility with clients and within the company; can build consensus and achieve goals through influence
Excellent interpersonal/communication skills with professional staff, senior level executives and the community at large
Creative thinking and seeking innovative solutions to complex technical/business problems

Industry Manager, Financial Services Resume Examples & Samples

10+ years marketing and sales experience
5+ years digital media sales experience
3+ years people management experience

Manager, Financial Services Resume Examples & Samples

Manage the Financial Services Department which includes Payroll, Travel & Entertainment , and Treasury roles
Ensure accurate and timely processing and reporting of monthly, weekly, and semi-monthly payrolls, as well as bonus payouts, deductions, contributions, tax and garnishment disbursements
Ensure accurate and timely general ledger postings and account reconciliations for all payroll, travel, and treasury functions, as well as benefits accounts
Ensure detailed analysis of balance sheet accounts such as the Moen Incentive Plan, Long Term Incentive Plan, Health Savings Account Moen Pre-fund, Hourly and Salaried Vacation accruals, and other accounts as assigned
Manage the policies, procedures and systems for Payroll, Taxes, Garnishments, Travel and Entertainment, Rewards and Recognition, Expense Report System, and Corporate Credit Cards
Manage the processes and information flow with Human Resources, Fortune Brands, Moen associates and service providers
Seek processes, procedures, and systems that improve efficiency and accuracy
Support end users for payroll and travel related systems, processes and procedures, including training
Manage routine and "ad hoc" information requests and special projects as needed
An Associate’s degree in Finance or related area of study is required, with a minimum of 8 years of experience
PC Software acumen
Subject matter expert in payroll tax laws, regulations and best practices

Regional Manager, Financial Services Resume Examples & Samples

Requires an undergraduate, college degree in Finance or Accounting
5-7 years of finance and accounting experience with exposure to manufacturing / plant accounting
Advanced degree or CPA desired
Must possess a detailed and comprehensive understanding of generally accepted accounting principles (including internal controls)
Must display strong analytical and problem solving skills
Requires strong PC skills with database (Access) and spreadsheet (Excel) applications as well as a comprehensive knowledge of Oracle and Tandem systems
Strong leadership and communication skills are very critical

Manager, Financial Services Resume Examples & Samples

Advise clients on revenue goals or operational efficiencies and scalability through the design and implementation of customized operating models
Conduct current state assessments, perform industry and competitor research, develop gap assessments, and design target state operating models
Lead KPMG teams through daily execution of activities, deliverables, project plans, and client presentations
Lead business development efforts for primary target clients
A minimum of five years of experience in technology project management, business process, process delivery and/or information systems within an audit, tax, and/or advisory firm
Experience performing lease and loan processing implementations specifically with packages such as CHP and/or Fidelity Information Services (FIS); experience with additional packages such as Shaw/Le Mans and/or Oracle Leasing preferred
Strong background with automotive financing
Demonstrated ability to assess and enhance IT processes within an organization and knowledge of challenges faced by implementation teams along with demonstrated track record of leadership, client management, and project management skills
Ability to formulate and express ideas clearly and effectively in verbal and written presentations

Manager, Financial Services Asset Management Resume Examples & Samples

Support business development activities for individual opportunities, such as identification and proposal development, while working with the appropriate KPMG resources from other service lines and asset management industry
Help manage engagements according to KPMG’s financial and cost management policies
A minimum of three years of consulting experience, preferably in the financial services industry
Strong background working in and around back office, middle office, technology, and/or projects functions as a business or technical analyst with firm understanding of front to back trade flows, leading vendor systems, and/or industry protocols

Account Manager, Financial Services Resume Examples & Samples

Achieve annual quota
Maintain a pipeline of 4-5 times your quota
Ensure customer reference-ability for all assigned accounts
Communicate all market and industry trends back to Hyland Software; be an expert in your industry including holding relevant certifications
Display full adoption of Solution Selling methodology
Provide accurate forecasting to management
Report account visibility through Key Deal Reviews and Territory Account Reviews
Achieve management expectations of customer count and solution type
Clearly articulate key OnBase Solutions* Periodically show understanding of our products and solutions through internal demonstrations of the software
Fully utilize and comply with CRM * Track all opportunities, commitments, significant conversations, customer visits or sales calls
Minimum of 3 years of software sales experience in the Banking industry
Experience working with senior management and sales and marketing executives
Verifiable experience exceeding quotas
Demonstrated ability to have strategic business discussions with C-Level (CEO, CFO, CIO) executives
Strong presentation skills with a proven track record of presenting in front of large groups of people
Or an equivalent combination of education and experience sufficient to successfully perform the principal duties of the job

Success Manager, Financial Services Industry Resume Examples & Samples

Responsible for customers achieving the maximum possible value they can with Salesforce, ensuring that they utilize all of their licenses and achieve their objectives while minimizing risk, identifying new opportunities and collaborating with Sales/Renewal teams to ensure full renewal and continued growth
Working with your account team, lead C-level stakeholders towards identifying their vision by evangelizing the capabilities of Salesforce.com across all of our Clouds (Sales, Service, Community, Analytics, Marketing, Platform)
Working collaboratively with your account team and Salesforce Execs, effectively network within accounts from the C-Level down in order to achieve successful execution of the customer's strategy and roadmap
Develop a comprehensive understanding of typical business challenges faced by customers and common objectives to appropriately map Salesforce.com features and associated business benefits to address their needs
Coach customers to on how to establish and manage their Change Management/Governance/Centre of Excellence programs
Identify risks to the customer achieving their stated business goals and work with the account team to build a risk mitigation plan or escalate as needed
You will help prescribe the right Cloud Services Resources (Accelerators/Specialists, Advisory Services, Strategic Projects, Mission Critical Support and more) to be successful
Coach customers to ensure they are leveraging all available Salesforce Success Resources eg. Help & Training, Communities, User Groups, webinars etc
Serve as a customer advocate in driving industry best practices and the evolution of Salesforce.com product and platform functionality, courses and administrative services integral to the customer's success
Develop and maintain long-term relationships with stakeholders in your account portfolio, where appropriate, by networking between customers, partners, and salesforce.com
Contribute thought leadership and best practice, both internally and externally, around business transformation
Develop deep strategic advisory skills in an organization that is very supportive of personal development
Minimum 12 years relevant work experience
Executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog
Strong Consulting skills and proven results working as a trusted advisor to drive business value for clients or stakeholders
Strongly prefer existing knowledge of salesforce.com product and platform features, capabilities, and best use
Credible and effective C-level advisor and coach, especially around change management (cultural, technical and business)
Experience implementing Customer Relationship Management solutions (CRM) or other complex IT projects within large enterprises
Skilled at Program Management within large organizations, helping to effectively drive change across groups by engaging key stakeholders
Proven effectiveness at leading and facilitating executive meetings and workshops
Familiarity with Cloud Computing technologies, concepts and benefits
Flexibility for travel (approx 20%)
Highly beneficial to have any Salesforce.com product certifications prior to joining. It is expected that you will gain the following certifications as part of the role requirement and onboarding process in the first 6 months

Account Manager, Financial Services Resume Examples & Samples

Energetic, flexible and capable of operating independently and as part of a Team
Fluency in German is a must
Excellent interpersonal and communication skills, accurate forecast management and reporting skills

Senior Manager Financial Services Resume Examples & Samples

Manage the regional sales force who functions as primary contact with dealerships of both brands (Nissan and Infiniti)
Coordinates and manages the marketing, utilization and promotion of brand products for commercial lending and vehicle remarketing, dealer endorsement of consumer retail/lease and assurance products
Oversees Allstate team assigned to region that monitors the NESNA suite of products focusing on PNUR, penetration by product, dollars generated, policy count, dividend tracking and claims ratio relating to assurance products
Manages support to dealers in achieving their objectives for finance penetration, assurance product financing, retail sales, customer service and dealership financial management
Provides analysis of dealer operations, identifies improvement opportunities, makes recommendations for corrections of problems and coordinates implementation of solutions
Manages the communication, solicitation and sales closure of consumer and commercial financial products, programs and service support and training to dealerships in assigned region
Manages and coordinates the development and implementation of long and short-term marketing, promotion and retail sales plans with dealers, vendors, marketing, internal and affiliate departments
Ensures field supports the region's dealerships in meeting their retail, lease, assurance product and financial management objectives
Oversees the monitoring of dealer operations to assure compliance with company standards and agreements
Enforces compliance and ensures documentation of discrepancies
Coaches/develops the field staff in integrating with dealers and internal departments to create and implement performance improvement plans
Ensures analysis and evaluation of customer satisfaction index scores and manages assistance to dealers in developing and implementing customer satisfaction strategies
Ensures dealer training in financial, assurance products and customer satisfaction programs and procedures
Coordinates liaison relationships between the company, affiliates and dealer in communicating corporate policies, procedures, and new program brand initiatives
Ensures a seamless cross-functional and cross affiliate image is presented to dealers in the resolution of problems or issues
Provides relationship management and ensures implementation of action plans for credit workout or asset disposal of troubled dealership loans
Fifteen or more years of retail and commercial auto finance experience/automotive sales and marketing at a professional level, including financial services management and commercial/consumer credit experience
Preferred prior experiences include roles as a Dealer Operations Manager; Fixed Operations Manager; Regional or National experience as a Planner or Manager in Sales and Marketing; NNA National experience in Sales and Marketing, NESNA experience and Finance
Five or more years in a managerial role, providing strategy, vision and direction
Activities of subordinates or contractors varied considerably in objective and content and encompassed more than one discipline
Comprehensive knowledge of consumer and commercial dealer lending and dealership financial operations. Solid knowledge of business analysis
Outstanding relationship management and presentation skills. Outstanding skills in leadership, performance management and the ability to foster teamwork
Strong decision-making skills
Possesses a results orientation and is a creative thinker
Computer proficient
Bachelor Degree in Business or related discipline
Able to travel 50% day and overnight

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