Transaction Services Manager Resume Samples

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M Volkman

Mazie

Volkman

35116 Jesus Camp

Chicago

+1 (555) 309 1933

35116 Jesus Camp

Chicago

Phone

p +1 (555) 309 1933

Experience Experience

Chicago, IL

Transaction Services Manager

Chicago, IL

Huel, Schultz and Murazik

Chicago, IL

Transaction Services Manager

Liaise with internal/external stakeholders to provide exception management reconciliation/reporting
Work alongside and supervise other BKD team members to manage client expectations
Build on and develop internal and external networks through personal contacts
Work closely with client executives, attorneys, investment bankers, private equity investors or other stakeholders
Recommend post-acquisition actions to achieve anticipated earnings/cash flow improvements
Analyze financial and operational results of target companies using accounting information and interviews with management
Drive to engage in business development

Chicago, IL

Avp-transaction Services Manager

Chicago, IL

Spinka Inc

Chicago, IL

Avp-transaction Services Manager

Schedule flexibility as management team works 24/7 and meeting times vary
Network/navigate within the organization in order to troubleshoot escalated issues and resolve
Provide timely and accurate resolution to all issues
Identify opportunities to implement process improvements and expense-reduction enhancements
Responsible for managing a team of 15+ staff members that fluctuates based on seasonal volumes and temporary staff hiring
Actively lead Lean project teams, client projects, or other internal initiatives
Ensure communication with peers across shifts is frequent, maintained and consistent

present

Boston, MA

Gtrf Transaction Services Manager

Boston, MA

Goldner-Doyle

present

Boston, MA

Gtrf Transaction Services Manager

present

HSBC was founded to support the growing trade volumes between Asia, Europe and North America. We are now one of the largest trade teams amongst financial institutions worldwide and HSBC GTRF is one of the key core businesses of the Group
Ensure compliance of both general and anti-money laundering and anti-terrorist financing (AML/ATF) compliance controls as well as operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organization
This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring
Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation
To deliver superior customer service by driving operational performance

Education Education

Bachelor’s Degree in Accounting

Florida International University

Bachelor’s Degree in Accounting

Skills Skills

Good interpersonal communication skills. Able to communicate with internal and external business partners
Strong time management skills and ability to meet deadlines in a fast-paced environment
Strong attention to detail
Strong current knowledge in the following: U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, transaction services
Working knowledge of MS Office, Word, Excel and PowerPoint in particular
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management and / or regulators
Ability to coach and develop people, identifying and retaining talent
Able to partner with businesses and other support functions at senior levels in setting strategy and priorities
Able to strive under pressure and covert opportunity from risk

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15 Transaction Services Manager resume templates

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Avp-transaction Services Manager Resume Examples & Samples

Primary responsibility for this position is to manage the daily production activities of the team including appropriate resource allocation, setting and reviewing performance goals, monitoring functional and shift-level metrics, ensuring all client SLA’s are met
Network/navigate within the organization in order to troubleshoot escalated issues and resolve
Ensure communication with peers across shifts is frequent, maintained and consistent
Identify control deficiencies and implement appropriate procedures to mitigate any risk
High School diploma or GED required Shift Hours: Weekend Shift: 7am – 3:30pm; Friday - Monday

Avp-transaction Services Manager Transaction Services Resume Examples & Samples

Provide timely and accurate resolution to all issues
Serve as deputy for the Senior Transaction Services Manager as needed
Able to attend management meetings off-shift as needed
High School diploma or GED required Shift Hours: Weekend Shift: 7am – 5:30pm; Friday - Monday

Transaction Services Manager Resume Examples & Samples

Responsible for managing a team of 15+ staff members that fluctuates based on seasonal volumes and temporary staff hiring
Create and monitor appropriate metrics for the functional area, shift, and site. Ensure overall operating efficiency by maintaining standards for conduct, quality, performance and productivity and addressing corrective action when necessary
Regularly monitor quality reports and eliminate client-impacting defects through coaching and process redesign. Network/navigate within the organization in order to troubleshoot escalated issues and resolve
Within a strictly regulated environment, adhere to all departmental policies, client requirements, and compliance guidelines. Identify control deficiencies and implement appropriate procedures to mitigate any risk
Minimum 2 years supervisory experience required, in lockbox operations environment preferred
Intermediate Microsoft Office required
Strong ‘influence management’ skills
High School diploma or GED required Shift Hours: Second Shift: 3pm – 11:30pm; Sunday – Thursday or Monday – Friday

Avp Transaction Services Manager st Shift Public Sector Lockbox Resume Examples & Samples

Serve as the primary first point of escalation for staff members and internal and external clients
Setting individual performance plans, providing coaching and feedback through a formal review process including productivity and quality metrics, attendance metrics and development/training needs
Create and monitor appropriate metrics for the functional area, shift, and site
Ensure overall operating efficiency by maintaining standards for conduct, quality, performance and productivity and addressing corrective action when necessary
Must have strong attention to detail and solid time management and organization skills
Demonstrated ability to appropriately respond under pressure and effectively multi-task in a fast paced environment
Schedule flexibility as management team works 24/7 and meeting times vary
Strong and effective written and verbal communication skills across diverse audience and levels

Transaction Services Manager Resume Examples & Samples

Customer interaction, documentation issuance, review and system setups
The role demands a high level of diligence, motivation and organizational skills. You will focus on timely and accurate delivery of all account opening functions, as well as delivering superior customer services and resolving customer issues to maintain customer satisfaction
Day to day management of the Asia Account Opening and Maintenance processing, including daily management of in-process, pended, and regional service related activities, ensuring the country account opening requirements are clearly defined to support ALL scenarios of account opening and maintenance requirements, and delivery of very high quality service to customers and internal partners
Responsibility for various types of project management in the account services space, and managing cross-functional relationships with all countries and the regional team in Asia
Determines new work procedures, analyses complex and variable issues with significant departmental impact
The ideal candidate should have a minimum of 7+ years banking operations experience which should include managing / interaction with a team
Legal, Documentation or operations experience would have a strong advantage
Strong analytical and problem solving skills, including strong MS office product suite experience
Strong exposure to operations controls, defining, implementing, calibrating, and reporting on controls
Degree holder, post graduate degree would be an added advantage
Documentation and legal background would be an added advantage
Working knowledge of operations processes in financial services
Customer communication experience would be an added advantage
Good interpersonal communication skills. Able to communicate with internal and external business partners
Strong verbal and written communication skills – English Language
Strong execution skills in a multi-tasking mode
Ability to coach and develop people, identifying and retaining talent
Able to strive under pressure and covert opportunity from risk
Should be open to working staggered hour /shift / over weekend and on public holidays
To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior’s forum for appropriate action and advice

Transaction Services Manager Resume Examples & Samples

3+ years of Transaction Services experience in either an Audit or Consulting environment; 3+ years of Public Accounting experience
Bachelor’s Degree in Accounting, Business Administration, Finance or equivalent
Previous experience with Audit (Financial), GAAP, GAAS, IFRS, and SEC Reporting
Previous experience in an Audit role

Senior Transaction Services Manager Resume Examples & Samples

3+ years of Transaction Advisory Services experience from another Big 4 - or from Big 4 external audit
Extensive knowledge and success in managerial roles providing financial due diligence and other transaction-related services to large company and private equity fund clients
Knowledge and success in managerial roles interviewing executive management at target companies, as well as extensive knowledge assessing a target company's quality of earnings, net assets, and cash flows
Proven extensive ability and success with managing the resolution of issues in technical accounting areas such as US GAAP and SEC reporting, especially pertaining to business combinations

Transaction Services Manager Resume Examples & Samples

Bachelor's degree in accounting or related field required; JD preferred
Excellent interpersonal and verbal & written communication skills
Must be willing and able to travel up to 50% domestically and internationally

Transaction Services Manager Resume Examples & Samples

Due diligence
Business planning
Gather, verify and analyse information, and formulate views
Plan, prepare and review written reports and presentations
Build on and develop internal and external networks through personal contacts

Transaction Services Manager Resume Examples & Samples

Strong Knowledge in ECS+ and banking systems
Strong knowledge of Lean process and project management skills
Ability to work independently and multitask
Strong leadership and people management skills

MYS Ctsm Kl-transaction Services Manager Resume Examples & Samples

Exceptional leadership and staff development skills with prior team management experience
Ability to drive and deliver efficiencies through re-engineering and process improvements ensuring optimal productivity
Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients
Ability to anticipate issues and aggressively drive initiatives to achieve results
Ability to initiate change and work in a growing environment
Proven ability to operate effectively in a matrix organization with the ability to work under pressure and tight timeframes
Project and program management with a demonstrated track record of project delivery
Bachelor's degree in Accounting/Finance and/or professional qualification (ACCA, CPA, CA or equivalent)
At least 8-10 years fund accounting experience
Good knowledge of accounting/valuation methodology of financial instruments

Transaction Services Manager Resume Examples & Samples

Advise clients on enhancing financial opportunities and mitigating risk associated with mergers and acquisitions
Research industry standards and trends, target companies or other information affecting the acquisition
Evaluate effects of seasonality and cyclicality on cash flow requirements
Strong current knowledge in the following: U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, transaction services
Recent experience with current audit and accounting concepts
Strong time management skills and ability to meet deadlines in a fast-paced environment
Proven ability to effectively supervise and coach team members to deliver expected results
Proficiency with Microsoft Office, primarily Excel
6 to 10 years of experience in one of the following areas with a public accounting firm: accounting, financial audit or transaction experience (experience related to mergers and acquisitions or due diligence preferred)

Transaction Services Manager Resume Examples & Samples

Demonstrated academic excellence
4-8 years of related experience
Knowledge of Private Equity Fund structures
CPA

Gtrf Transaction Services Manager Resume Examples & Samples

Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation
The jobholder will also continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology
Also by addressing any areas of concern in conjunction with line management and/or the appropriate department

Transaction Services Manager Resume Examples & Samples

Candidates must have at least 5 years of combined experience in Assurance (Audit) and Transaction Services consulting in a CPA firm or related environment. Experience working on manufacturing and distribution clients and/or target companies is desired
Prior transaction experience is required
Accounting undergraduate degree required
Must be willing to travel up to 35%

IPB Transaction Services Manager Resume Examples & Samples

Manual Funds Transfer Process: Compliance with MPP Policy, Dodd Frank 1073, and the E-Sign Act; Reconcilement of transactions; Exceed service level agreements and segmentation targets; Guaranteed Exchange Rate Service is a payroll service provided to GEB clients
Financial Operations: ACH transactions, check 21 service, and intra-account transfers; Compliance with Regulation E, Regulation CC, and AML Guidelines
GEB Corporate Billing: Ensure compliance with GAAP principals; Support the account receivable billing process to GEB corporate clients; Process financial entries and track revenues and write-offs for GEB corporate clients; Third Party Collateral: responsible for assignment and release of collateral for credit products
Rate Maintenance: team is responsible for maintaining the interest rates for all banking products
Monitor operation performance measures for Transaction Services (e.g.: quality and timeliness of service delivery, client satisfaction and VOE) to identify opportunities to improve client satisfaction and sales. Establish operational processes to meet business performance high standards with regards to Productivity and Quality of Service Delivery, and ultimately internal and external client satisfaction. Identify and implement methods to enhance convenience, responsiveness, or otherwise improve client satisfaction, loyalty and retention
To maintain operational integrity and reduce operations losses/Fraud losses. Ensure compliance with regulations and policies in the operation function and achieve acceptable audit results
Provide ongoing feedback, coaching and development managers (Direct Reports, hi-potential 2 downs). Partner with Sr. Managers and HR to ensure that development plans are in place and implemented. Monitor function wide performance management process to ensure that coaching is taking place and documentation is on file. Partner with HR in establishing a People Selection, Development and Management process with the goal of creating an Operational Center of Excellence for the business
Ensure proper COB plans for the Transaction Services managed processes are in place and periodically tested. Provide COB coordinators with appropriate tools and support so that COB oversight can be in place
Ensuring Transaction Services back office production and service metrics are being met consistently, even in the face major fluctuations in volume and operational and technology platform issues/problems
While maintaining day-to-day operational and service standard, take on initiatives such as conversion, re-engineering, etc. Provide direct consultant to sales, marketing and other senior management regarding marketing campaign, new sales strategy and product launch
Implement ideas that enhance the revenue growth by streamlining processes and reduce time to execution, reducing the number of errors, and by offering new and creative alternatives for customers to initiate their transactions. Implement/maintain methodology to measure time to execution per process
The Transaction Services Manager has the responsibility to keep updated inventories of procedures and identify processes that are not considered to be sustainable. Action plans need to be agreed and counter measures implemented
Encourage development of customer centric motivated managers to ensure continuity of business, and strong focus on Regulation. Design and implement action plans that improve VOE of all areas under direct supervision
Bilingual (English/Spanish
Strong operations management skills in a complex environment
Strong leadership; ability to motivate and influence others
Strong analytical skills (Assessment, Decision Making and Problem Solving)
Quality Orientation/Attention to detail
Flexibility/Orientation to change
Customer Oriented
Microsoft Excel, preferably experience with data analysis such as PIVOT tables
Knowledge of Banking Systems and ability to understand systems interaction
Experience working in Operations

Transaction Services Manager Resume Examples & Samples

Prior Transaction Services experience is not required
Experience auditing for profit healthcare industry clients is required
Revenue recognition, valuation of accounts receivable and working with organizations that have third-party payer risk is all preferred experience
Accounting degree required
CPA required for Manager level
Good client service experience required

M&A Transaction Services Manager Resume Examples & Samples

Have opportunity for rapid advancement in a dynamic, high growth environment
Participate in business development by identifying new opportunities and assisting with proposals
Independently executing financial due diligence assignments
Effective project delivery
Supervising work of junior colleagues

Gtrf Transaction Services Manager Resume Examples & Samples

Drive adoption of global initiatives and practices within a GTRF Client Services team that enable globally consistent, yet locally competitive, segmented service experience for clients and the clients’ customers
Work with GTRF Services Managers across sites to deliver globally connected service experience that is aligned with the GTRF Services target operating model
Manage a Client Services team in the development and execution of a high quality client-centric service culture that delivers superior post-sales support
Manage a Client Services team within the operating budgets for the country and track performance of team against Performance Scorecards and Dashboards
Ensure strategic alignment with Global and Country imperatives
Manage a team to drive the consistent implementation and execution of client services global and local best practices
University degree (bachelors) or equivalent qualification
At least 5 years experience or equivalent
Ability to set, organize and meet priorities
Ability to perform in a multi-faceted role requiring a high caliber of numerical and initiative
Excellent knowledge of banking practices and products
Certified Documentary Credit Specialist (CDCS) is preferred

Gtrf Senior Transaction Services Manager Resume Examples & Samples

To deliver superior customer service by driving operational performance
Manage operational resources for a large scale operations effectively to meet strategic objectives of the business
Support any key organizational strategic initiatives to help in operationalising the product development and business improvements
Manage Business operations which has a significant scale of operational size along with complexity of transactions involved
Creating solutions to meet the needs of the customers. To be fully aware of the bottom line to ensure profitability of the business
Contribute to the planning, formulation and implementation of strategies to grow and manage the Trade business
Minimum of ten years proven and progressive GTRF product experience or equivalent
Proven analytical, problem-solving, communications, interpersonal and technical skills
In-depth knowledge of industry standards related to GTRF products and services
Experience with or knowledge of US regulatory requirements related to Anti-Money Laundering
Experience in commercial or standby letters of credit, trade services, trade finance, UCP600, ISP98 is preferred

Gtrf Transaction Services Manager Resume Examples & Samples

To enable the growth of our market share and maximise net profitability from business's customer portfolio
Solid knowledge of Core Trade, Guarantees, Supply Chain and/or Receivables Finance
Ability to lead and motivate other managers and staff, employing appropriate management styles to achieve objectives
University degree supporting Financial Services, Business Operation, Process service or equivalent experience in a related field
Knowledge of HSBC’s organization structure, business products/ solutions particularly GTRF and eChannels, operations and systems/processes is desirable
Excellent interpersonal skills, including verbal and written communication skills (in English and local language) as well as negotiating and influencing
Minimum 5-10 years experience in supervisory role(s) of client service and/or sales functions
Demonstrated ability to multitask and work independently, as well as work collaboratively with other local/ regional/ global teams
Ability to manage in a crisis; making good and timely decisions in tough situations

IPB Wire Transfer Transaction Services Manager Resume Examples & Samples

The Wire Transfer Transaction Services Manager is responsible for supporting the IPB US Transaction Services Head in providing banking and operational leadership for the IPB US business
He Principal purpose of the position is to lead the Wire Processing team in leading, executing and processing of daily client wires submissions with quality standers, meeting Service Level Agreements and management of the wires queue while meeting IPB Tampa Operational procedures which are in alignment to the Citi Manual Payment Processing policy
In Addition the Wire Transfer Transaction Processing Manager will provide leadership as needed for planning, training, organizing, operation management, capacity planning and managing risk
Wire Transfer Transaction Services Manager is responsible for ensuring specific procedures are developed and implemented within the unit to ensure routine and effective compliance with the intent of Citi Manual Payment Processing Policy which governs Manually Initiated Funds Transfers. All processes and procedures must meet the minimum standards expressed by the Citi Manual Payment Processing Policy which governs Manually Initiated Funds Transfers
The Wires Transfer Transaction Services Manager must assess any unique circumstances, client relationships, and processes within their units and decide whether any additional controls are warranted. Cost and risk associated with the transaction must be included in evaluating all solutions
Main area of responsibility is ensuring the daily queue is managed by meeting client service level agreements as mentioned above. However, the Wires Transfer Transaction Services Manager will be required to understand all others Financial Processing Manager procedures and work queues to assist and be a back-up manager as needed ( Tax Certification process, Financial Transaction, Citi Financial Services daily settlement, GEB Corporate billing process, Rate Maintenance Process, Guaranteed Exchange Rate Transfers, Third Party Collateral Process and Regulations E letters)
Each manager is responsible for one or more area, and is expected to supervise or contribute to all areas. The Wires Transfer Transaction Services Manager’s will ensure the BAU work is processed in a timely, efficient, and controlled environment according to the IPB Tampa Operations Business’ regulations and to the external and internal SLA’s
The Wires Transfer Transaction Services Manager’s is also responsible for presenting quality metrics of completion of work to senior management
The Wires Transfer Transaction Services Manager’s role is to be well versed in IPB Tampa Operational Wires Process procedures which are alignment to the Citi Manual Payment Processing Policy, and is responsible for ensuring the unit’s procedures are compliant and updated timely if needed
He/she is also responsible for reviewing the workflow to analyze efficiencies and eliminate blockage within the process flow
The Wires Transfer Transaction Services Manager’s must have knowledge of the various systems utilized within operations and know how these systems are interconnected
The Wires Transfer Transaction Services Manager’s will also need to work closely with MCA, Compliance and Internal Audit on all reviews regarding wires processing for IPB Tampa Operations procedures
The Wire Transfer Transaction Services Manager’s is also responsible to reconcile daily work and review discrepancies
This position will include the management of employees including coaching/counsel the staff on appropriate actions, training, provide feedback and review sessions
As an officer, the Wires Transfer Transaction Services Manager’s role is to initiate, lead, and contribute to projects outside of daily transactions processing. These projects are designed to improve the business’ value by cost reduction, process improvement, risk mitigation, and improvement of client experience. Projects will involve multiple departments, divisions, or countries. Must understand the scope as well as the dynamic of these projects, as well as visualize the end result. These projects are assigned at the manager’s discretion, and the tracking and review of each project is measured individually. The Wires Transfer Transaction Services Manager’s has the responsibility to present project results to senior management
Must solve problems by considering courses of action only constrained by organizational practices and policies or managerial direction. He or she may consider whether new procedures may have to be developed to achieve required end results
As a Business Recovery Coordinator (BRC), The BRC is supports a business sector, Region, or COB Entity in the implementation and execution of the COB Policy and standards. BRCs maintain BRPs (Business Recovery Plans) updated as well as Crisis Management plans. Responsible to the Business Unit CoB Head for CoB deliverables. Support the Business Sector and CoB Entity as appropriate. Develop and maintains BRPs to identify resources and services that are required by the business unit during a Business Interruption. Conduct due diligence to understand recoverability of third-party service providers in conjunction with supplier relationship managers and adjusts planning accordingly. Monitor and update approved CoB tools with relevant BRPs, documents and information. Prepare the BIA according to CoB Policy and Standards. Coordinate and performs Testing of BRPs and CMPs for their respective CoB Entities. Ensure any non-compliance is documented and resolved in a timely manner. Perform and documents test preparation, testing, and post-test activities. Participate in the training activity as required by the CoB Policy and Standards. Conduct Denial of access test (DOA) in select recovery and BAU locations yearly
Project management and prioritizing skills
Microsoft Office (Word, Excel, Power Point, Outlook)
Self-starter with creative problem-solving skills
Candidate must have 2+ years related experience

Transaction Services Manager Resume Examples & Samples

Quickly develop an understanding of the target business and its commercial and financial drivers
Prepare and interpret analysis of key business drivers and KPIs with a view of identifying key issues
Ability to communicate with internal and external stakeholders
Demonstrate good grasp of IFRS accounting

Transaction Services Manager Resume Examples & Samples

Bachelor’s degree in business or related field required; Master of Business Administration (MBA) preferred
Minimum of five years of work experience in corporate restructuring, investment or commercial banking, and/or consulting or corporate positions with a financial or accounting focus. Some prior restructuring experience is preferred
Demonstrate an intermediate level of experience with a number of the following areas
Analysis of financial statements and preparation of financial models including integrated 3-statement financial models
Understanding of the bankruptcy process
Analysis of cash flows and preparation of 13-week cash flow forecast models
Understanding of the key operational performance drivers of a business
Ability to extract useful information from large sets of unorganized or incomplete data
Interaction with clients/personnel at all levels of a corporation
Ability to manage discrete aspects of multiple work streams and train lower level staff (organizational skills)
Uses problem solving skills to provide alternative solutions to complex issues
Commitment to promoting integrity, leadership and objectivity
Entrepreneurial team player who can excel in a fast-paced, challenging work environment
Confident speaker & presenter (can communicate with personnel at all levels)
Efficient business writer
Shows potential to develop a network of restructuring industry contacts (attorneys, bankers, etc.)
Willingness to travel up to 100%