Financial Services Resume Samples and Examples

  •  Prioritizes and assigns work to lower level staff; monitors the performance of lower level staff; trains staff on work methods and procedures; and participates on staff evaluations   •  Collects, analyzes, evaluates, and verifies financial aid data and documents submitted by students   •&nbs...

  •  Preference for prior work in a business office/financial setting in a health care environment including managed care company or insurance company   •  Preference for prior experience in admissions/business office in MD Office, ED or other health care setting, health care billing, or other position tha...

  •  Develop insightful financial presentations for Senior Management and Board to concisely summarize performance targets and highlight key business components   •  Provide analytical support for departmental functions including development of the three-year financial plan, annual operating plan budget, m...

  •  Monthly financial closing cycle activities to finalize the Firm’s books and records   •  Re-platform Citi Treasury’s Securities Liquidity Portfolio while developing and owning new product control processes   •  Participating in or leading projects related to reconciliations perform...

  •  Maintains University’s financial aid data to assure timely and accuratesubmission of required federal, state and local reports   •  Represent Financial Aid on various campus committees and work with the campus in a collaborative fashion   •  Facilitate a financial aid presence at c...

  •  Develop understanding of project requirements and client’s business   •  Developing lasting relationships with client personnel and seeking to further these relationships through quality service delivery and the successful execution of projects   •  Supervising, mentoring, and deve...

  •  Perform daily and monthly controlling tasks such as product costing cost center accounting service invoicing profit center accounting and profitability analysis in accordance with the agreed Service Level Agreement   •  Ensure on quality and on-time delivery for all business requests and queries  ...

  •  The Banker Associate’s primary responsibility is enhancement of the client experience and assisting our resources to deliver a complete wealth management solution   •  Create and implement thoughtful and streamlined administrative systems to maximize efficiency of YMCA’s development and finance operat...

  •  Critically evaluate planned and project spend to ensure correct accounting classification is maintained and aligned to Accounting guidelines   •  Produce financial reports for circulation to management   •  Assist in the delivery of Retail UK Operations Financial reporting commitme...

  •  Understand the customer’s business and market strategies and deliver against sales/net revenue targets for MasterCard products/services   •  Develop strong business relationships between MasterCard and the customer’s organization including product, operations and business development   •&nbs...

  •  Plans and manages the Global design, implementation, and integration of systems and processes for specific business areas or departments, Ensures alignment with company business and technology goals and strategic roadmaps   •  Oversees system training documentation to ensure continued and correct use ...

  •  Efficiently communicate and interact with clients with limited use of documented scripting based on client responses   •  Three years of experience in financial fraud prevention and/or investigation   •  Promote the department’s goals and strategies throughout the company  &nb...

  •  Manage accounting operations and staff   •  Oversee compliance and internal controls processes   •  Responsible for leading the preparation of the annual U.S. GAAP Financial Statements to ensure accuracy, compliance with reporting framework and consistency with other external repor...

  •  Financial analysis (3 years)   •  Critically analyse financial plans received from the various Finance clusters and functions across BAGL and make recommendations to the Finance COO/Chief of Staff on improvements required, completeness and action plans to execute on financial plans   • ...

  •  All Finance groups   •  Support management’s overall conclusion on the effectiveness of ICOFR and communicate results to Aramark management and external auditors   •  Act as a point of contact to Aramark’s external auditors for ICOFR activities, including scope of work, testing, re...

  •  Entry level with an interest in Finance, Law, or General Management   •  Time management skills to manage multiple tasks required   •  Proficiency in MS Windows applications, including Word, Excel, and PowerPoint   •  Interact with all levels of personnel and ma...

  •  Ownership of key balance sheet elements, inventory and debtors   •  Contract Status Reviews   •  Ensure accuracy of data communicated to Corporate   •  Month-end reporting and closing responsibilities   •  Conduct research and prepare financi...

  •  Respond to management’s financial requests, and be responsible for work assignments as delegated   •  Experience with the US government client with operational or oversight expertise in agency special programs, agency regulations, cable traffic, and government funding practices   • &nbs...

  •  Engaging with members of the team and ensuring tasks are being completed, projects are on pace to meet deadlines, and team member’s needs are being met   •  Support every member of the team fully and put the team’s needs first View yourself as skilled in identifying, analyzing, and interpreting trends...

  •  Facilitate the assignment of varied economic analyses to staff, provide professional oversight of work, and facilitate dissemination of research within company or for outside publication. Review model using established quantitative methods. Run against data provided by business unit or extracted from appropriate database...

  •  Schedules customer applications appointments for Mortgage Loan Originators   •  Handles routine and complexed customer questions and assists with problem resolution   •  Acts as the main point of contact for customers and collects needed documents   •  Prepares ...