Associate, Finance Resume Sample

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Timmothy Schowalter
512 Glover Forest,  San Francisco, CA
+1 (555) 807 9517

Work Experience

Associate Finance Manager
01/2018 - PRESENT
Phoenix, AZ
  • Proficient in Microsoft Access, Microsoft Excel, Oracle
  • Excellent written and verbal communication skills, especially to senior management
  • Lead investment decisions, including initiative assessment, category portfolio analysis. Marketing spending analysis for P&G Business units
  • Profit forecasting, budgeting for our business units and lead financial and strategic planning for the company across all of our business operations
  • Opportunities in our Accounting, Credit control and Internal Control Divisions where Finance helps deliver Internal External Financial Information and leads the company effort on Statutory Compliance
  • Conduct competitive analysis to enable an objective and thorough investment decision
  • Obtain an understanding of effective internal controls and apply this knowledge to support the company’s overall SOX control framework
  • Within the structure of this program, complete a “capstone” continuous improvement project with meaningful and quantifiable impact to the company’s operations
  • Budget and forecast data preparation, system input and reconciliation
Senior Associate Finance
07/2015 - 09/2017
Philadelphia, PA
  • Create transparency on Global Marketing costs and cost drivers through cost management (OPEX, COGS, CAPEX) of the Global Marketing budget by actively supporting budget process, explaining deviations and identifying improvement potential
  • Prepare re-occurring reports and ad hoc reports
  • Prepare CAPEX requests and manage the approval chain
  • Assist business partners with accounting and budgeting questions/issues
  • Research and prepare correcting journal entries for mis-postings in SAP
  • Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable)
  • For a platform support team or teams supporting a platform leader
Associate Finance Director
08/2010 - 03/2015
Detroit, MI
  • For a region or line of business supporting a regional or Line of Business leader
  • Business partnering experience with clear, focused and sound financial assessment and guidance (strategic insights, risks, and opportunities)
  • Developing strong personal and team relationships across a multitude of business stakeholders
  • Working knowledge of financial systems setup such as SAP COPA & FI, Oracle Planning, Budgeting Consolidation System (PBCS), SAP ERP Central Component (ECC) or Trintech
  • Willing to work in the details yet capable of seeing big picture
  • Knowledge of financial principles and accounting/budgeting practice
  • Understanding of general accounting principles (Expense and Revenue Recognition) and how they affect financial statements
  • Business Acumen:Maintains Commercial Awareness and customer focus


Southern New Hampshire University - Nashua Campus
2005 - 2009
Bachelor's Degree in Finance

Professional Skills

  • Strong interpersonal, communication and business partnering skills with demonstrated experience building strong relationships
  • Strong financial modeling (i.e. Microsoft Excel) skills and proven experience building and maintaining complex Excel models with minimal supervision
  • Highly motivated individual with strong analytical skills, intellectual curiosity and leadership skills, work independently
  • Strong team player with excellent interpersonal, written and verbal communication skills
  • Excellent presentation and writing skills, experience presenting to senior leadership
  • Strong communication (verbal and written) and interpersonal skills, attention to detail and ability to communicate complicated issues effectively
  • Excellent analytical and problem-solving skills with attention to detail and reporting accuracy

How to write Associate, Finance Resume

Associate, Finance role is responsible for excel, analytical, microsoft, interpersonal, business, modeling, analysis, powerpoint, financial, leadership.
To write great resume for associate, finance job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Associate, Finance Resume

The section contact information is important in your associate, finance 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
  • Email
  • Telephone number

Work Experience in Your Associate, Finance Resume

The section work experience is an essential part of your associate, finance 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 associate, finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular associate, finance position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Associate, Finance resume experience can include:

  • Analytical Thinking & Problem Solving:Thinks clearly & incisively. Identifies issues through variance analysis and gets to the root of them quickly; Establishes clear processes to manage complex data sets
  • Experience in finance, strong commercial finance track record in pervious working experience
  • Experience communicating financial acumen effectively with all levels of the organization
  • Prior experience with corporate planning software and strong proficiency with Excel and PowerPoint
  • Strong financial modeling (i.e. Microsoft Excel) skills; i.e. the ability to build and maintain Excel models with minimal supervision
  • Strong analytical, problem solving and collaboration skills

Education on an Associate, Finance Resume

Make sure to make education a priority on your associate, finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your associate, finance 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 Associate, Finance Resume

When listing skills on your associate, finance 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 associate, finance skills:

  • Demonstrated experience in effectively partnering with internal stakeholders to meet business needs and maintain high service levels
  • Strong computer skills including significant expertise in Excel based modeling
  • Over 5 years’ experience in finance, accounting related areas with a focus on business analytics and solid accounting / financial analysis experience
  • Over 3 years’ experience in finance, accounting related areas with a focus on business analytics and solid accounting / financial analysis experience
  • Self-motivated and proactive with good problem solving and critical thinking skills
  • Demonstrated ability to effectively work independently and in a group environment, including working closely with colleagues in international locations

List of Typical Experience For an Associate, Finance Resume


Experience For Associate Finance Manager Resume

  • Routinely work on multiple task with multiple people while effectively prioritizing
  • Possesses excellent verbal and written communication skills to clearly communicate results and implications of analysis in both verbal and written forms
  • Related experience in sales or sales finance business partnering
  • Strong business acumen and logical thinking
  • Experienced using Quicken and Peoplesoft
  • Prioritize and deliver in complex environment
  • Build and develop a strong environment of collaboration and partnership with local and divisional finance teams as well as SSC and FP&A
  • Establishes monthly closing and sends closing documents to EU consolidation functions in HQ

Experience For Senior Associate Finance Resume

  • Establishes the inter-company reconciliation and sends it to EU consolidation functions in HQ
  • Responsible for the consolidation of SME financials
  • Reconcile and validate FCAP results as compared to driver inputs, perform data analysis to triage and resolve issues,
  • Working knowledge of Hyperion smartview and SAP applications
  • Insuring SG&A accuracy of the Budget, forecasts, and present financial narratives and metrics for both internal and external constituents
  • Leading end-to-end suppliers’ payment process

Experience For Associate Finance Director Resume

  • Providing broader support for other operational and strategic initiatives
  • Responsible for execution of monthly financial reporting, budgeting and forecasting processes, including detailed monthly P&L forecasting and variance analysis
  • Manages the activities of entry and/or senior level Financial Analysts to include hiring, training, coaching, and appraising
  • Processes to assist in maintaining the accuracy and integrity of general ledger and underlying modules (including processing account payables and payments)
  • Sound knowledge of running Business Warehouse Controlling and data crunching expertise required

Experience For Associate Finance Analyst Resume

  • Lead and manage the planning processes (Quarterly updates, Annual budgeting, Strategic planning)
  • Team Work: Actively promotes harmony within and cross the teams and works to achieve shared goals by sharing information and passing on expert knowledge
  • Systems Knowledge & Process Development:Constantly improves the efficiency and effectiveness of management reporting & planning processes; Strong Excel & database (TM1) skills and familiarity with large ERP systems (e.g. SAP)
  • Understanding of the accounting for fixed assets, prepaid expenses and inventory allocations
  • Influence personnel in the various entities without having direct reporting authority over them
  • Perform month-end financial reporting on the P&L (focusing on expenses), BS and Cashflow for SME markets

Experience For Associate Finance Partner Resume

  • Monthly accounting voucher and documents filing
  • Accountable for production responsibilities for the AM Cost and Profitability Model ensuring that data is available and accurate on an ongoing basis
  • Support the Disability Finance team by driving workflow and reporting efficiencies
  • Reports Responsible for standardizing Revenue Assurance reports by using Access Data base
  • Assists annual budgeting, business and strategic planning processes
  • Lead all Cost Controlling activities (Month-End Close, Fixed Assets, Costing
  • Closely communicate with Asia Pacific region for performance reporting, planning and ad-hoc topics

Experience For Associate, Finance Reference Data Projects Resume

  • Actively engage in planning processes including BP, MU/JU/NU, LRFP etc. to ensure alignment between business strategies and financials
  • Responsible for month-end close activities, such as journal entry approvals, business unit reporting
  • Ensures proper accounting control procedures and systems are in place
  • Trains other employees in general accounting guidelines and procedures
  • Responsible and accountable for actions promoting an environment that fosters personal growth and development
  • Assist in training of new office team members
  • Serve as a resource for other departments on matters pertaining to functional area
  • The Spillover calculation (based on the agreement between Ortho and Amgen concerning Epogen and Procrit markets
  • Timely monthly and quarterly reporting

Experience For Ben & Jerry s Associate Finance Manager Resume

  • Governance and standardization of management reporting
  • Coordinate with monthly tax filing for both NYU Shanghai and NYU Shanghai Foundation
  • Support Asset Management’s consumption of data from the Finance Data Hub (FDH), including data maintenance and documentation
  • Execute user acceptance testing as needed in support of new development/changes to the FCAP and FDH models
  • Design, develop and maintain reporting models, tools to drive insights and accountability for the LTD Business
  • Advanced Excel Modeling (Macros, Vlookup, Pivot,), PowerPoint and Word
  • Proactive with an aptitude for problem solving and process improvement

Experience For Management Associate, Finance Track Resume

  • Detail-oriented, eager, willing to learn
  • Have responsibility for budget/expense/forecasting analytics for their business group
  • Have expert knowledge of Excel modeling and analytics
  • Ensures internal and external reporting deadlines are met
  • Works on improving the use of systems or new systems to be adapted
  • Prepares daily management reporting (Capital Adequacy Ratio and Nostro Limit etc.)
  • Assists/Prepares various regulatory reporting
  • Assists/Prepares head office reporting

Experience For Associate Finance Analyst, Damco FNA Resume

  • Coordinates changes to regulatory requirements relating to Finance
  • Analyzes accounting issues for new products/new clients
  • Other Infrastructure and Business - regarding Finance, Tokyo
  • Membership forecasting and analytics
  • Membership analysis and impact on corresponding revenue and medical
  • Use exiting data to model and decipher the accuracy of field’s latest projection

Experience For Associate Finance & Risk CFO Operations Resume

  • Assist, influence, enable and ensure that Taiwan financial targets are met – including sales, OPEX, MNI, Capex, AR days, Inventory days, and Cash flow
  • Support Commercial Leads on monthly budget vs actual analysis, diagnosis and decision-making processes
  • Provide training and guidance to commercial partners on finance basics and operation procedures
  • Involvement in / drive standardization of process improvement & sharing best practice in NA pharm finance and cross sectors in Taiwan
  • A track record of driving constructive change within finance and with business partners
  • Lead cross functional collaboration
  • Manage multiple projects / processes at one time

List of Typical Skills For an Associate, Finance Resume


Skills For Associate Finance Manager Resume

  • Strong communication skills and logical thinking
  • Strong Excel and modelling skills required
  • Strong analytical, problem solving, and organizational skills, ability to make independent decisions
  • Work well independently, as well as across the organization, while demonstrating strong verbal and written communication skills
  • Strong communication, presentation and influencing skills with interpersonal savvy
  • Strong communication skills, including interpersonal and data delivery
  • Demonstrated ability to effectively organize, communicate (both verbally and in writing), and present financial information and recommendations
  • Effective and confident communication skills to interact with finance and operational personnel across the business, both local and remotely

Skills For Senior Associate Finance Resume

  • Proven ability to manage multiple projects, work effectively with cross functional partners and drive process improvement projects
  • Meet tight deadlines and effectively prioritize tasks
  • Strong interpersonal and communication (both oral and written) skills and a team player
  • Computer skills, including strong proficiency with Microsoft Office Excel
  • Strong excel skills (Pivot Table, VLOOKUP)
  • Possesses excellent verbal and written communication skills to clearly communicate results and implications of analysis

Skills For Associate Finance Director Resume

  • Strong communication, organizational, and analytic skills
  • Working effectively in a virtual team environment
  • Basic English skills in reading and writing. Willing to pro-actively communicate in English
  • Demonstrated experience building, managing, and analyzing technology products and/or companies
  • Good working knowledge of key accounting processes, US GAAP / IFRS reporting, and experience with SOX controls
  • Data mining skills utilizing various report writers, Oracle developer tools, attaching tables via MS Access, etc. to retrieve data for analysis
  • Experience, including audit experience to at least the level of Senior within a major public accounting firm
  • Accounting/Financial Planning experience, pharmaceutical experience an asset

Skills For Associate Finance Analyst Resume

  • Strong Excel experience required, including working with pivot tables and advanced formulas
  • Manage a Financial Analyst, focusing on his growth and developing his soft and technical skills
  • Prior work experience in, and understanding of pharmaceutical business
  • Able to work effectively under a fast paced and changing environment
  • Effectively interact with operating units, other departments, and senior management

Skills For Associate Finance Partner Resume

  • Experience in financial planning and analysis with preference for matrix / complex environment work experience
  • Prior work experience in, and understanding of, pharmaceutical business
  • Proficient in Excel/Word/Access skills
  • Experience with SAP, Hyperion and/or other large ERP and consolidation tools
  • Superior communication skills, including presenting to Senior Management
  • Excellent communication and leadership in an environment of competing priorities
  • Prior experience with financial and EVM systems
  • Prior leadership experience formal or informal
  • Proven and progressive experience in corporate finance

Skills For Associate, Finance Reference Data Projects Resume

  • Works effectively in a virtual team environment
  • Intermediate/Advanced Microsoft Office skills
  • Analyze and communicate key business drivers to enable business leaders to effectively manage their budgets
  • Communication/Interpersonal Skills: Communicates clearly and easily with non-finance staff (verbal & written)
  • Manufacturing Finance or Experience in Manufacturing plant setting an asset
  • Learning agility, Strong mentality, Team player and Business partner
  • Accounting related software experience (PRMS or SAP)
  • Experience managing the finance function (accounting, budgeting, control, and reporting) within a diverse, division-based entity

Skills For Ben & Jerry s Associate Finance Manager Resume

  • Support to an internal transformative initiative in analyzing, baselining, consolidating and providing business cases for OPEX spends by work-stream
  • Solid understanding of accounting principles, in particular, revenue matching and amortisation concepts
  • Past experience with developing, and administering financial databases and reporting tools
  • Experienced in financial planning, forecasting, and business partnering
  • Experience in analyzing, cultivating, and commercializing product innovation
  • Positive attitude with demonstrated success in challenging and improving existing processes
  • Experience in accounting, budgeting and planning
  • Experience with Annual Planning, Forecasting and Budgeting
  • Preferably 1-4 Yrs Experienced Employees specializing in Banking/Financial Services or equivalent

Skills For Management Associate, Finance Track Resume

  • Relevant experience in Finance/Accounting functions requiring business/financial analysis
  • Experience in Finance/Accounting functions requiring business/financial analysis and presentation of results and recommendations to Senior Management
  • Experience implementing critical activities in ways that both generate operating improvements and efficiencies
  • Solid understanding of financial/accounting principles and systems
  • Demonstrated working knowledge of data and reporting tools: Excel, Access, OBI and Tableau
  • Experience with importing data into MS Access and writing ad hoc queries as necessary to analyze data; and
  • Organized and capable of managing multiple and/or changing priorities

Skills For Associate Finance Analyst, Damco FNA Resume

  • Good understanding of the major lines of insurance including but not limited to Property, Liability, Management Liability, etc
  • Good command of English in writing and speaking
  • Experience with new product forecasting, product costing or business case development for new product development projects
  • Experience managing complex financial tracking, G/L management
  • Experience creating and implementing operational improvement solutions
  • Demonstrated ability to perform consistently under varying business pressure as well as ability to adapt to a quickly changing environment
  • Mature and proactive, with evidence of having worked as a true business partner to the CFO, VP’s, and Director’s of a multi-divisional organization
  • Experience in financial reporting across multiple jurisdictions

Skills For Associate Finance & Risk CFO Operations Resume

  • Prior exposure to multinational operating environment and US GAAP
  • Experience in financial reporting and analysis
  • Mature and proactive, with evidence of having worked as a true business partner to the CFO, VP’s, and Directors of a multi-divisional organization
  • Progressive financial planning & analysis experience
  • Treasury related working experience/knowledge
  • Above five years working experience
  • Experience in Financial Planning & Analysis roles

List of Typical Responsibilities For an Associate, Finance Resume


Responsibilities For Associate Finance Manager Resume

  • Effective decision-making. Ability to anticipate challenges, prioritize and respond effectively to the most sensitive issues
  • Strong communication skills and able to collaborate cross-functionally in an organization
  • Business partnering by providing Finance expertise and analytical skills
  • Proficient computer skills (MS Office and Finance software), preferably with SAP or other ERP system
  • Proven track record of effective business partnership & results delivery
  • Explore and drive for profitability improvement initiatives e.g. pricing and profitability, cost effectiveness
  • Update and maintain an effective filing system
  • Good working knowledge of Traditional Credit Product, Cash Securities and Derivatives products

Responsibilities For Senior Associate Finance Resume

  • Financial, statistical or mathematical modeling experience
  • Experience implementing new systems and processes
  • Experience providing financial expertise to Consumer Product businesses
  • Validate the quality of various inputs from internal stakeholders
  • Experience of more than 2/3 years work in similar position in an international environment
  • Excellent user of Office Programs as Excel and Powerpoint
  • Operate independently and lead key initiatives with limited guidance and in a fast-paced environment

Responsibilities For Associate Finance Director Resume

  • Experience with Concur system and a general ledger platform (preferably Microsoft Dynamics)
  • Embrace and demonstrate a continuous improvement mindset to improve the quality and productivity of the Adult & Feminine Care Finance team
  • Ensure application of corporate financial controls via effective communication, implementation, and audit of control procedures
  • Work with the SSC to review and validate assumptions that are used to establish reserves and accruals (i.e. payroll, clinical, education)
  • Good in English (both oral or written)
  • Communication skill within the team or business partner

Responsibilities For Associate Finance Analyst Resume

  • Experience in the use of query tools, SAP, BW, Essbase, and HFM desired
  • Relevant Finance / Accounting experience with 5 – 8 years exposure in regional finance capacity gained from MNCs, preferably US listed companies
  • Experience in maintaining books for various legal entities across multiple geographies
  • Demonstrate capability to learn quickly, take a hands-on approach, while being open and flexible to changes, in a fast-paced multinational environment
  • Perform data validation checks
  • Knowledge and experience in SAP Security, Microsoft Business Intelligence (BI), and Tableau
  • Good communication in English and Mandarin

Responsibilities For Associate Finance Partner Resume

  • Experience/Knowledge of a major BI system and ERP (e.g. SAP, TM1)
  • Filing the copy file of original finance documents which related to donation contribution as supporting documents to each journal
  • Reporting, budget management, operations
  • Managing work load, timelines and deliverables, and expectations in a detail-oriented, performance driven business
  • Working knowledge of various Finance functions (i.e. contracts, estimating, planning, FP&A, etc.)
  • Being able to adapt quickly to new development/changes and find solutions independently
  • Lead the revenue reporting, expense reporting, annual budgeting, and strategic planning activities

Responsibilities For Associate, Finance Reference Data Projects Resume

  • Prepare and support data requests for Budgeting, Planning, Forecasting, Reporting and Analysis
  • Maintenance and tracking of inter-company agreements including preparation of data for month end reporting
  • Equity reporting, US Closing reporting
  • Tax Planning – primarily overhead related, managing projects regarding tax consistency and tax savings
  • A thorough understanding of accounting and financial principals, budgeting,
  • Manage special projects as required including ad-hoc planning and analysis, corporate financial reporting requests, and budget and forecast requests
  • Ensures correct filing and archiving (in time and content) of all documents

Responsibilities For Ben & Jerry s Associate Finance Manager Resume

  • Responsible for all outbound related affairs, including visiting tax bureau, bank, and civil bureau
  • Communicate with donors regarding the financial details and record information into accounting system
  • Develops and implements accounting control procedures over accounting systems and control methods
  • Trains others in general accounting guidelines, cost accounting and procedures
  • Monitor and report cross-agency charges, work with shared services on the billing to other agencies and report on inter-office billing at month end
  • Knowledge of Financial reporting and forecasting systems

Responsibilities For Management Associate, Finance Track Resume

  • Review of predefined overhead expenses, booking accruals preparing budgets and LE for those NVO’s
  • Track record of delivering all aspects of accounting/systems controls across a variety of activities in a business
  • Document reporting and data gathering processes
  • Assess, monitor and constantly improve processes and procedures behind all reporting and data gathering
  • Partner with marketing team in development of annual marketing plan and development of key insights to drive sales growth
  • Prepare and present monthly/quarterly management reporting and variance analysis, while also identifying future P&L risks and opportunities
  • Assist in the transition to WOS. Perform daily accounting & reconciliations of the new entity
  • To strengthen accounting & financial control processes, so as to be WOS-ready. Understand the oversight function over GLAO and be a backup for the task

Responsibilities For Associate Finance Analyst, Damco FNA Resume

  • Vendor performance and profitability; in general a focus on improving profitability through operational performance
  • Provide accounting subject matter expertise to business partners
  • Assist the Finance Manager for month end closing journals
  • To drive cost deployment activities as part of WCM ( World Class Manufacturing) and lead teams to deliver sustainable cost improvement in the factory
  • This is a key role reporting to the Category SC Finance Manager
  • Provide product costing estimates throughout NPD process
  • Manage financial performance against plan; insuring accuracy, communication to leadership of performance and appropriate revisions to plan
  • Provide timely explanations of department operating expense variances between actual results and forecasts/budget both verbally and in periodic reports
  • Partner with Sales senior management to understand the major business issues facing the organization, and provide financial recommendations

Responsibilities For Associate Finance & Risk CFO Operations Resume

  • Implement reporting capabilities
  • Participate and drive any on-going projects
  • Balance Sheet/Working Capital and PnL Review - compliance with CFP's
  • Cash Planning for the Principal
  • Corporate Income Tax recording and Tax Files completion for International Tax Department
  • Support customer financing as needed
  • Influence decisions using analytics

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