Financial Services Resume Samples and Examples

  •  Apply the Bank’s performance management system to direct reports, including establishing goals and objectives, assessing skilled knowledge gaps, allocating resources to achieve objectives and close gaps, assessing personal effectiveness, and reviewing and recommending base and variable pay   •  Draft ...

  •  Experience and strong interest in economic analysis / financial data analysis / actuarial calculations   •  Very good command of spoken and written English in addition to fluent Hungarian   •  Knowledge & experience programming in SQL and statistical software packages like SAS,...

  •  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...

  •  Serve as business unit's resident specialist in tax, audit or other specialty   •  Experience in public accounting   •  Upervisory experience   •  Strategic thinking and ability to present innovative solutions   •  Direct the coordination...

  •  Provide project leadership by managing multiple EY engagement teams and client stakeholders   •  Obtain progress updates and risks from engagement teams and deliver risks to key stakeholders   •  Qualified Accountant (ACA/ACCA) with a number of years pqe   •  Ex...

  •  Review, analysis and financial preparation of capital spending projects (ACT’s, Authorization for Capital Transactions)   •  Lead the planning, development of strategy and setting of objectives of the Financial Services department   •  Lead the development of regional Accounts Rece...

  •  Mentor junior staff in the team, mainly through ‘on the job’ coaching but also helping to identify relevant learning and growth opportunities (including associated training needs)   •  Appreciation of the enhanced expectations of Internal Audit in the Financial Services sector (as set out in the publi...

  •  Understanding various application based solutions in one or more specific modules, as well as the common Industry issues facing clients   •  Participating in proposal development efforts for client engagement opportunities   •  Provides professional and courteous office support to ...

  •  Data entry – process corporate and individual pledge forms in UWSL’s database   •  Intake and mail –responsible for the intake of all workplace campaigns from Community Investment Advisors. Sign off on reports and create/take deposits for any cash/checks received. Open incoming mail daily with the rec...

  •  Series 6, 63 and state specific life insurance licenses required   •  LPA requirement within the first 12 months   •  Adhere to Scottrade’s series 7 and 63 license study timeline and schedule   •  Resolve complex client issues and assist them to understand Scott...

  •  Build and support reusable data analysis structures within a variety of technical environments; enabling self-service analytical capability for key technical stakeholders as well as producing stand-alone reports   •  Carry out analytical activities, such as customer behaviour segmentation or predictiv...

  •  Research, analyze, and document the accounting for new, unusual, and complex transactions for financial assets and liabilities in accordance with U.S. GAAP and the Company’s accounting policies   •  Experience in a direct client-facing role   •  Passion for and background in consum...

  •  Responsibilityfor BMO Capital Markets US Segment reporting including documenting geographic reporting assumptions and implement a consistent approach across all LOB’s   •  Overall responsibility for preparation and coordination of the BMO Capital Markets US board slides and monthly reporting  &nb...

  •  Monthly review and analysis of actual costs and comparison to plan and prior period performance   •  Quarterly review and analysis of forecasted costs and comparison to prior forecast(s)   •  Prepare business results to management team   •  Continuous review of ...

  •  Support the corporate consolidation of the US and International segments   •  Prepare internal management reporting packages and analysis of financial results, including PL, Balance Sheet and Cash Flow   •  Liaison with International Financial Directors to ensure proper and timely ...

  •  Proven ability to work with large amounts of data and develop financial models to drive business decisions   •  Communicate and partner across the organization   •  Expertise analyzing and assessing market dynamics and forecasting market share   •  Document deta...

  •  Responsible for preparing the annual U.S. GAAP Financial Statements to ensure accuracy, compliance with reporting framework and consistency with other external reports   •  Compiling data for and prepares periodic financial reports of a highly complex nature   •  Stays current on n...

  •  Oversee the complete consumer loan process. Handle the commercial loan process, as prescribed within the financial center environment, by establishing the relationship, determining business needs, making recommendations for those applications passedtothe appropriate loan officer and maintaining relationship as appropriat...

  •  An understanding of BlackRock’s suite of solutions and investment products and their applicability to address client needs   •  A broad knowledge of BlackRock’s insurance business   •  Maintain a complete understanding of the Portfolio Team's philosophy, investment and risk pos...

  •  Tware & applications sales with experience in selling into the Financial Services Sector   •  Act as a team player and contribute to the team’s success   •  Support for getting content on or out through EY’s e-platforms   •  Meet regularly with Dell’s Easter...