Financial Services Resume Samples and Examples

  •  Customer satisfaction and feedback   •  Response time for service requests   •  Assist in Workers’ Comp. state filings   •  Maintain central department files and administer the department’s record retention system   •  Strong analytical, orga...

  •  Oversee quarterly forecast (QO) for Corporate functions   •  O o Create new models, improve upon, and maintain existing forecasting models   •  Experience in a Finance function in financial services   •  Support Foodservice BU planning and forecasting processes ...

  •  Fully licensed as an Investment Representative by IIROC   •  Experience trading securities   •  Strong investment management knowledge and experience as it relates to understanding economic and capital markets   •  CIM, CFA or in process of attaining one of thes...

  •  Audit customer payments for accuracy, completeness and conformance to company specifications for processing   •  Process lock-box , EDIs, wires, ACH and checks   •  Work with customers and other company employees to clear unsupported cash receipts   •  Obtain cu...

  •  Provide visibility into fund-level liquidity and drive execution of Fund capital and liquidity initiatives (i.e. capital structure optimization, cash management)   •  Work with Asset Managers to optimize investment level cash reserves and property funding   •  Produce REF weekly li...

  •  Review, process, gather, and compile accounting transactions and documents for completeness, accuracy, and compliance. Contribute to development of analyses to be used for key activities or decision making   •  Identify, prioritize, and resolve accounting issues; probe beyond stated situation; identif...

  •  Ad hoc analysis and reporting as requested by local, regional, and group finance   •  Budget and Forecasting   •  Ensure all company policies are followed   •  Conduct MSA review with property team and Transition Coordinator. Analyzes and helps set up key accoun...

  •  Partner with regional CFO and Region Head on regional, strategic plan including 5 year plans   •  Develop and present strategic insights about the market   •  Align market goals and objectives to US-wide priorities and initiatives   •  Partner with regional CFO ...

  •  Assist in preparation of variance analysis to forecast, budget and prior year as part of the month-end review process, board preparation or for other requests   •  Assist in analyzing current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capi...

  •  Conduct research in support of FINRA’s mission   •  Demonstrates integrity by modeling the UN’s values and ethical standards   •  Fulfills all obligations to gender sensitivity and zero tolerance for sexual harassment   •  Work closely with subject matter expert...

  •  Coordinate customer’s credit checks and define safe credit limits   •  Drive process improvements in a global environment   •  Bank Reconciliation (multi-currency), Checking credit card statements, Expenses   •  Invoice Finance Reconciliation (multi- currency) &...

  •  Monthly Forecasting (Expense/Capital)   •  Document current processes and develop strategy to improve capabilities   •  Budgeting – improve quality of budgeting process, including more effective tools/templates, deliverable calendars, and management review packages; drive transitio...

  •  Deliver business services and functions by developing organizational structures and capabilities that optimize the use of process, technology and our people, and take advantage of TD’s scale and operating model   •  Create an extraordinary place to work — advance and sustain a unique, inclusive cultur...

  •  Assist the Financial Controller   •  Support Adhoc projects   •  Input data into ERP system   •  Gather necessary data for Excel reports   •  Work on basic accounting tasks

  •  Preparing and analyzing financial reports   •  Support development of monthly forecasts and financial reporting for Global Technology Services (“GTS”) department, chargeback and allocation methodologies supporting allocations transparency   •  Assist with month end reporting includ...

  •  Manage senior client relationships as a proactive partner and strategic advisor   •  Prepare and deliver presentations for the Group CEO Functions management committees as   •  Prepare and deliver presentations for the Control Functions management committees as well as   ...

  •  Providing tax information for the firm’s financial statements   •  Advising the firm’s professionals on the tax implications related to the firm’s businesses and/or transactions undertaken by or for the firm   •  Participate in global projects and activities, specifically internal ...

  •  Oversee all processes related to budget and forecasting; working hands on   •  Manage the implementation of new practices for resource allocation and expense control   •  Ensure that proper internal controls are being followed   •  Prepare reports on all account...

  •  Change Management – coordinate changes to system or base settings   •  Performance Measurement & Analysis   •  Value added analysis and advice to business partners   •  Provide oversight and accounting knowledge for sound reporting and financial management &...

  •  Maintains a high level of integrity and objectivity and champions Cisco’s Code of Business Conduct and Ethics   •  Weekly financial update to the Semi Custom Management team regarding current quarter’s progress to budget on Units, Revenue, ASPs and Gross Margin   •  Experience in A...

  •  Work with cross-functional partners in a collaborative environment   •  Supporting the month end cost analysis and reporting process, potentially with extensive contact (both verbal and in writing) with the Wealth Finance and SI teams   •  Supporting Change Finance team in engaging...

  •  Food/beverage accounting experience a significant advantage along with Inventory Management experience   •  Responsible for the preparation of monthly reporting (presented to the board)   •  Manage the workflow requirements of the reporting team   •  Be instrume...