Financial Services Senior Resume Sample
Princess Williamson
5646 Cole Forks,
Dallas,
TX
+1 (555) 975 8078
Work Experience
Financial Services Senior Associate
07/2016
-
PRESENT
Phoenix, AZ
- Play a role in coordinating the pursuit/engagement team’s response to client queries or other requests
- Valid driver’s license in the US and a valid passport required; willingness and ability to travel internationally
- Stratify large portfolios utilizing Microsoft Excel and Bloomberg to assist audit teams in identifying asset type concentrations and pricing risk of clients’ portfolios
- Obtain and evaluate cash flow modeling assumptions from market providers (rating agencies, investment banks, pricing vendors, etc.) and utilize various third party cash flow modeling engines including Bloomberg, Moody’s Wall Street Analytics and Citigroup Yieldbook
- Valid driver’s license in the US and a valid passport required; willingness and ability to travel
- Advise clients on a variety of business process services that help identify, assess, manage and measure the organization’s capabilities; use business process, organizational and technology capabilities and knowledge across several of the following focus areas
- Perform cash flow modeling on deals to tie out to clients’ loan amortization tables and bond analytics, including decrement tables, weighted average lives, and price/yield tables
- Stay abreast of current business and industry trends relevant to the client’s business
Financial Services Senior
11/2012
-
04/2016
Los Angeles, CA
- Functional knowledge related to asset-liability management, interest rate risk, funding and liquidity risk, collateral management, behavioral modeling, stress testing and scenario analysis, maturity mismatch, prepayment option modeling, sedimentation modeling, etc
- Assess audit risk along with the design of audit procedures and communicate audit procedures to engagement teams
- Understand and utilize RSM’s audit methodology
- Develop an understanding of the client's business and understand client specific needs
- Supervise the Staff under the direction of a Manager
- Recognizing and informing management of opportunities to increase level and types of services to clients
- Ensure professional development through ongoing continuing professional education
- Willingness to travel 25%-35% of the year, depending on your clients
- Current or recent experience in a public accounting environment Experience as acting "in-charge" on audit engagements
Financial Services Senior Accountant
07/2009
-
07/2012
New York, NY
- Willingness to take supervision and guidance
- Current or recent experience in a public accounting environment specializing in Financial Services, specifically Funds
- Experience as acting "in-charge" on audit engagements
- Understands business change needs; assesses business impact of those changes, capturing, analyzing and documenting requirements and supporting the communication and delivery of requirements with appropriate stakeholders
- Takes the lead in assisting with the business case, eliciting requirements, translating and simplifying requirements, and use requirements to drive the design or review of test cases, process change requests, and manage a project's scope, acceptance, installation and deployment
- Clarifies, updates and improves the business processes impacted by technology changes, and maps out the requirements for one or more systems to support needs and processes
- Create the following deliverables (not all-inclusive, but major items)
- Develop an understanding of the client's business, and become a financial institutions industry specialist to understand client specific needs
- Current or recent experience in a public accounting environment, internal audit department, or financial institution regulatory agency
Education
York University
2004 - 2009
Bachelor's Degree in Computer Science
Professional Skills
- Strong collaboration as well as diplomatic communication skills to work with business units as well as vendors
- Second language skills and international business experience
- Some experience performing audits of internal control over financial reporting
- Current or recent CPA Firm experience auditing in Financial Services - hedge funds, broker dealers or private equity
- Experience within a public accounting firm
- Previous experience in auditing clients in the Financial Services industry
- Manage multiple and/or overlapping assignments efficiently and effectively
How to write Financial Services Senior Resume
Financial Services Senior role is responsible for insurance, travel, finance, credit, securities, auditing, trading, architecture, reporting, design.
To write great resume for financial services senior job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Services Senior Resume
The section contact information is important in your financial services senior resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Services Senior Resume
The section work experience is an essential part of your financial services senior resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial services senior responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial services senior position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Services Senior resume experience can include:
- Around 2+ years of related audit or applicable business experience
- Around 2+ years of related work experience
- Understanding of audit services with knowledge of GAAP and GAAS regulations
- Previous exposure in IBM data modelling tool (IBM InfoSphere) or any other industry standard data modelling tools
- Perform substantive testing and analytical review procedures as well as documentation of internal control systems
- Exposure in the following activities
Education on a Financial Services Senior Resume
Make sure to make education a priority on your financial services senior resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial services senior experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Financial Services Senior Resume
When listing skills on your financial services senior resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical financial services senior skills:
- Experience with business combination accounting, goodwill and long lived asset impairment procedures
- Experience with financial services industry auditing financial institution, credit unions, or other specialty lenders
- Previous experience in auditing financial institutions
- Around 1+ years of public accounting experience
- Around 1 year of experience working in professional services, a third-party vendor or a financial services company
- Current or recent experience in a public accounting environment
List of Typical Skills For a Financial Services Senior Resume
1
Skills For Financial Services Senior Associate Resume
- Work effectively in a fast-paced, highly collaborative environment
- Experience in a professional services firm
- Experience with Financial Services systems (FIS AddVantage, FIS Relius, InvestEdge, etc.)
- Business analysis, project management, information technology or related experience
- Reviewing and Enhancing Client’s Risk Management Framework
- Compliance program testing
2
Skills For Financial Services Senior Analyst Resume
- 150 credits to sit for the CPA exam
- Knowledge of US Generally Accepted Accounting Principles (GAAP), US Generally Accepted Auditing Standards (GAAS), and Public Company Oversight Board (PCAOB) Auditing Standards
- Compliance program design and implementation assistance
- Development of compliance policies and procedures
- Regulatory examination readiness/Mock regulatory examinations
- Platform knowledge in Summit, Calypso, Murex, Wall Street Systems, Simcorp Dimension, Openlink Findur/Endur, Triplepoint or RightAngle
- Experience in front, middle and back office trade flow, data flow and business process, pre-trade analytics, desk or book level stress testing, trade entry, order management, trade execution, trade enrichment, affirmation and confirmation, netting, settlement and posting
3
Skills For Financial Services Senior Accountant Resume
- Experience working with technology advisors through all phases of the technology life cycle, including requirements definition, architecture design, conversion and testing
- Prepare control deficiency and compliance letters, with an eye on quality, thoroughness and accuracy
- Anticipate and address client concerns and escalate issues as they arise Recognizing and informing management of opportunities to increase level and types of services to clients
- Compliance program assessment
- Regulatory inquiry assistance
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