Financial Services Resume Samples and Examples

  •  Responsible for the Consolidation functions of Barclays’ US legal entities under US GAAP   •  Producing timely and accurate financial reports utilizing various LBR systems (e.g., Cognos, SharePoint, etc.)   •  Providing support to laboratory managers and communicating regularly wit...

  •  Leads Positively:Leads by example to cultivate a climate of motivation, positive energy and meaning in work. Assesses, selects, recognizes, develops, and empowers diverse talent   •  In a professional, fast paced, corporate environment, preferably in the financial services industry   • ...

  •  Serve as a subject matter expert and advise team members and LE/LOB colleagues on current BSA/AML issues and trends to effectively apply suspicious activity monitoring processes and tools in mitigating operational risks   •  BMO Harris Financial Group U.S. LE/LOB’s – P&C, U.S., PCG and Capital Mar...

  •  Assist in deliver an implement Finance projects that deliver process efficiency and enhanced control   •  Change management to financial control and regulatory reporting processes to support new business initiatives. Provide inputs to functional specification and participate in user acceptance testing...

  •  The incumbent is responsible for maintaining our correspondent banking network in the LATAM and Caribbean region to support the needs of Scotiabank’s corporate and commercial customers and monitoring credit/compliance (KYC/AML) risks of correspondent banks to ensure an adequate and effective network in line with our risk...

  •  Utilization of MS Office (Word, Excel, Access, PowerPoint) and Lotus Notes to create deliverables.   •  Utilization of MS Office (Word, Excel, Access, PowerPoint, Lotus Notes, and other types of deliverables   •  Alternative investment funds, mortgage REITs, CDO/CLO transactions, R...

  •  Take initiative while working within the company’s practices and standards   •  Prepare and maintain company’s operating budget   •  Collaborate with the asset management and underwriting teams to ensure that Fund goals and business plan objectives align with the organization’s ove...

  •  Resolve client issues and assist them to understand Scottrade’s platforms, investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs, money markets, margin loans and Scottrade’s Banking products   •  Use active listening skills or attend to non-verb...

  •  Responsible for performing the day- to-day general ledger accounting, financial reporting and analysis   •  Preparing/reviewing account reconciliations, account analysis, variance analysis, accrual calculations, and other related accounting documents/schedules   •  Reviewing and re...

  •  Motivated, high-potential performer, with demonstrated ability to influence and lead   •  Loves data analytics and telling the “number’s story   •  Able to solve complex problems and successfully manage ambiguity and unexpected change   •  Teachable and embracin...

  •  Work closely with cross-functional partners in Accounting, Recruiting, People and Operations to execute against plans   •  Advanced mathematical and analytical thinking skills and a clear understanding of general business financial applications and formulas   •  The ability to pred...

  •  Partner with Procurement to ensure timely creation of material standard cost before production horizon   •  Perform Standard Cost revision maintenance, as necessary, after review and approval by Standard Cost   •  Provide immediate deletes to Bills as directed by Package Developmen...

  •  Understands financial/accounting systems and software relevant to area as well as relationships between the systems   •  Engages in basic research from multiple sources of information for purpose of identifying cause and effect relationships   •  Provides financial reporting (ex. b...

  •  Reviewing and challenging the conceptual design and appropriateness of projection methodologies utilized for capital adequacy assessments   •  Developing and maintaining the reporting and data around the annual Capital Plan and quarterly capital adequacy assessments provided to senior management as pa...

  •  Solid understanding of finance and accounting principle   •  Multi-task and work independently on a variety of concurrent projects   •  Intellectual curiosity and initiative to investigate, identify and resolve problems   •  Experience with relational database e...

  •  Reviewing and challenging the conceptual design and appropriateness of projection methodologies utilized for capital adequacy assessments   •  Highly flexible and adaptable to change with the ability to manage multiple deliver   •  Prepare, monitor and process the daily cash and ca...

  •  Provides oversight and ownership for interpreting complex accounting issues, including developing conclusions, and preparing documentation to support positions; while ensuring transparency and collaboration with all stakeholders. This responsibility necessitates strong technical accounting knowledge and ability  &nb...

  •  Reviews pre-audit reports to assure accurate customer accounts billing and completion of orders   •  Performs adjustments and corrections to customer accounts including for billing errors, non register meters, crossed meters and energy diversion   •  Completes customer meter orders...

  •  Oracle: Business Suite, OBIEE/database reporting   •  Hyperion: Essbase, Smartview, Fusion   •  Basic Microsoft Office skills, e.g., Excel and Word   •  Local tax compliance   •  Capital & Liquidity reporting & monitoring

  •  Perform data reconciliation and adjustment support functions as outlined in the DRA roles and responsibilities   •  Coordinate with finance, product control, operations contacts to facilitate data reconciliation through adjustments   •  Support the investigation and documentation o...

  •  Advanced Microsoft Office skills, with emphasis in Excel and Access   •  Providing ongoing researches to ensure the ACL production, methodologies and processes are appropriate in compliance with the Bank’s policy and procedures, GAAP, regulatory guidance, and industry standards   • &nbs...

  •  Oversight of day to day operations of Devon’s owner relations team   •  Lead the general ledger financial accounting and consolidation for North America close the books processes, and assist in necessary coordination with other geographies   •  Ensures month and quarter end closing...