CIB Finance & Business Management Resume Sample
Gerard Lehner
5040 Hintz Views,
Philadelphia,
PA
+1 (555) 387 1436
Work Experience
CIB Finance & Business Management Equities Trading Business Manager VP
08/2015
-
PRESENT
Phoenix, AZ
- Assist the Operation’s Business Units to identify possible solutions to the issues/problems identified
- Follow established job tracking and completion process utilizing GCFO’s Workflow Exchange (WX) tool
- Maintain performance within established team procedures and policies, including adherence to the team’s attendance and lateness policy, submission of time worked through the appropriate tool before the given deadlines, and following print security and physical access procedures
- Process application request needed for access via internal systems such as EURC’s, IBID’s and GRC
- Provide support for the processing of expenses in the firm’s Travel & Expense systems
- Review and confirm that expenses are processed in accordance with the firm’s Travel & Expense policies and update the Travel & Expense system, as appropriate
- Other month end controls including but not limited to Valuation reserves, Income Attribution, GL Account ownership & sign-off
- Work across the Markets Execution organisation, partnering with a wide and diverse set of stakeholders across Technology, Front Office, and Finance
- Maintain and track financial actuals and forecasts for business decisions
CIB Finance & Business Management
06/2009
-
03/2015
Boston, MA
- Run CIB Finance PWG’s and attend relevant Program level working groups
- Stakeholder Management: location LEC’s, FC and LOB PC
- Gather, understand and document finance business requirements and support the preparation of functional specifications
- Define and document requirements e.g. controlled migration of ref. data, setup of legal entities and product systems’ feeds to the target finance environment
- Primary responsibility for the production of the ICAAP documents, including direct input to and editing of those documents
- Coordination and project management across the quarterly / annual ICAAPs, including coordination of responses to regulatory queries
- Ensuring that the governance around the ICAAPs operates effectively, establishing and facilitating forums for discussion of issues, progress and dependencies as and when needed
- Supporting project work, e.g. to align the ICAAP framework across the region, and to define the operating model for UK support to non-UK, EU entities
Cib Finance & Business Management Banking & Risk Cfo Presentation Operator Tokyo
01/2006
-
03/2009
Boston, MA
- Managing communication, including status updates to stakeholders and senior management
- Building and maintaining strong working relationships with stakeholders in the different functions involved (e.g., Risk, including Credit, Market and Operational Risk teams, Treasury and Finance)
- Partnering with stakeholders to provide guidance and analysis, help identify, manage and escalate issues / risks / dependencies and facilitate communication across teams
- Coordinating working group meetings, setting the agenda, preparing meeting materials, documenting minutes and ensuring clear ownership of action items
- Developing a high level understanding of Pillar 2 regulatory rules and guidance, and helping to provide guidance on these to others involved in the work; assisting in assessing the impact of changes to the framework
- Assisting the coordination of deliverables where the team is a major contributor to other pieces of works such as Solvent Wind Down and Resolution and Recovery Planning
- Ensure the accuracy and integrity of the financials (Financial and Management reporting)
- Understand the drivers of CIB Management’s balance sheet and P&L, monitoring the balances, forecasting P&L and conducting robust variance analysis (month on month, quarter on quarter, and year on year)
- Own key deliverables for Month and Quarter end Reporting. Manage reporting deadlines and deliver submissions on time
Education
National American University - Lee's Summit Education Center
2001 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Excellent multitasking, prioritisation and time management skills
- Possess strong analytical skills with the ability to research issues/problems & focuses on a ‘solution-based’ approach to their work environment
- Strong communication skills internally and externally across multiple levels of seniority
- Influencing, negotiation & conflict management skills, with confidence to communicate across all levels of management
- Effective planning and time management skills to meet strict deadlines
- Proven track record of work experience in a similar role
- Post-qualification accounting experience of at least 8 years with at least 5 years in a similar capacity
How to write CIB Finance & Business Management Resume
CIB Finance & Business Management role is responsible for research, english, travel, finance, securities, integration, database, security, trading, planning.
To write great resume for cib finance & business management job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For CIB Finance & Business Management Resume
The section contact information is important in your cib finance & business management 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
- Telephone number
Work Experience in Your CIB Finance & Business Management Resume
The section work experience is an essential part of your cib finance & business management 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 cib finance & business management responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular cib finance & business management position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative CIB Finance & Business Management resume experience can include:
- Support the businesses included in CIB Management and work with senior Business Partners (Legal, Tax, Diversity, Treasury, Corporate Events, OTS, Real Estate & others)
- Assess and analyze key controls always focusing on maintaining/enhancing the strong control environment
- Work closely with the Front Office and potentially direct with clients as required, to obtain all necessary supporting evidence to full KYC due diligence
- Understanding of accrual accounting, forecasting and management reporting
- Chairing of the formal Outsourcing Committee
- Assist with Business Control agenda recording and reporting
Education on a CIB Finance & Business Management Resume
Make sure to make education a priority on your cib finance & business management resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your cib finance & business management 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 CIB Finance & Business Management Resume
When listing skills on your cib finance & business management 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 cib finance & business management skills:
- Strong problem solving and re-engineering skills
- Strong communication and influencing skills with the ability to deal with people at all levels
- Ideally, a good understanding of Markets (Equities, Global Clearing, Fixed Income and Derivatives) products
- Strong working knowledge of main Microsoft Office tools
- Good understanding of operational processes and key control functions within a bank
- A good understanding of Conduct and Operational risk and front to back controls and how to apply them to different processes and businesses
List of Typical Experience For a CIB Finance & Business Management Resume
1
Experience For Cib-finance & Business Management Resume
- Application from the current residents in Japan are highly encouraged
- Team Leader or Operations Manager
- Leadership qualities with the ability to use appropriate methods and a flexible interpersonal style to motivate and build relationships across teams; facilitating the completion of business goals
- Investigative mind-set, able to see issues at both a high-level and in detail
- Work under pressure with tight timelines
- Financial background is desire but not mandatory
- Proficient in Excel and VBA knowledge is preferable
List of Typical Skills For a CIB Finance & Business Management Resume
1
Skills For Cib-finance & Business Management Resume
- Fluent in English. Excellent communication skills. Ability to interact with Senior Management
- Advance Oral/ Written English skills
- Post-qualification accounting experience of at least 2 years in a similar capacity
- Team player & ability to multi-task and manage multiple priorities
- Knowledge and/or experience of the Pillar 2 / ICAAP framework
2
Skills For CIB Finance & Business Management Equities Trading Business Manager VP Resume
- Strong attention to detail, ability to articulate complex issues concisely and influence stakeholders at all levels
- Process/project management experience
- Managing Derivatives deliverables, focusing mainly on Derivatives Narrative coordination
- Networking ability across the organization
- Understanding of capital markets products and markets
3
Skills For CIB Finance & Business Management Treasury Services Business Manager Resume
- Syndicating key messages to senior audiences
- Understanding of the end to end product life cycle, operational risk and front to back controls and how to apply them to different processes and businesses
- Working knowledge of MS Excel (pivot tables, v-lookups, etc.) and PowerPoint, and Microsoft Word
- Follow up with Client Onboarding teams to ensure onboarding is completed within agreed timeframes
- Broad understanding of banking and securities products
- Awareness of accounting and legal entity control
4
Skills For CIB Finance & Business Management Technology Business Manager ED Resume
- Coordinate due diligence process for Banking Clients and transactions
- Roll-out of new/ strategic Finance regulatory platforms according to business case
- Comfort liaising with senior stakeholders in Finance, LEC, and SFO
- Multitask and ready to deliver in a challenging environment
- Support of Internal and External Audit work in the execution of outsourcing related reviews
5
Skills For CIB Finance & Business Management Associate Resume
- Assist Relationship Managers with overnight screening, client exits and any other KYC related tasks as required
- Desktop tools (excel, power-point, MS Project and SAP)
- Initiative, proactive approach, ownership, accountability
- Awareness of the finance industry regulatory environment
- Proven ability to communicate effectively with senior people, manage senior management expectations, lead appropriate decision-making and control/deliver on responsibilities
- Work in a controlled and organised manner, paying attention to detail
- Self starter with a positive approach to change. Flexibility to respond to changing demands and short notice requests
- In-depth understanding of regulatory requirements, in particular MaRisk
6
Skills For Cib Finance & Business Management Banking & Risk Cfo Presentation Operator Tokyo Resume
- Sound securities industry knowledge, Fund Services knowledge beneficial
- The confidence to adapt & change their personal approach as the environment around them changes
- Highly conscientious and high standard of integrity
- Participate in regional meetings to proactively identify areas to add value and potential roadblocks that need to be addressed
- Maintain Finance regulatory compliance through automation of regulatory change (eg Basel, Local Reporting) and leading the regulatory workstreams of wider corporate initiatives (Eg SAP, new products, LE strategy etc)
7
Skills For CIB Finance & Business Management Associate Unit Costing Analyst Based Bournemouth Resume
- Integration of those platforms with strategic data & functionality platform s(eg FRW data, Capital Desktop calculations)
- Maintain Finance regulatory compliance through automation of regulatory change (eg Basel, Local Reporting) and leading the regulatory work streams of wider corporate initiatives (Eg SAP, new products, LE strategy etc.)
- Integration of those platforms with strategic data & functionality platforms (eg FRW data, Capital Desktop calculations)
- Managing Legal Entity (LE) deliverables from a global coordination standpoint, including project management (e.g., manage working group calls, provide guidance on regulatory deliverables) and ensuring a high quality regulatory submissions and analyses
- Supporting Pro Forma analysis, a complex Resolution workstream involving financial projections of Material LEs under a Resolution scenario, including financial analysis, project management, and senior review meeting preparations
- Managing Recovery deliverables for U.S./Global Recovery Plan submissions, including project managing sub-workstreams and performing quantitative and qualitative analyses, as needed
8
Skills For CIB Finance & Business Management Resume
- Contributing enhancement ideas to further improve ‘the way we work’, such as developing an enhanced operating model on Pro Forma analysis and managing Robotics initiatives
- Delivering ad-hoc analysis and various BAU requirements for CIB R&R
- Monthly and quarterly regulatory and RWA reporting and analysis
- Communicate and coordinate across the global team to identify best practices and implement them
- Understand business drivers and requirements and influence business managers and technology partners to deliver solutions to issues and problems
9
Skills For Cib-finance & Business Management Resume
- Implementation and further development of an appropriate outsourcing management organization and corresponding control and monitoring processes, leveraging the firmwide governance and oversight programs for internal and external services
- Development and updating of the complete documentation of the outsourced activities (including subcontracted activities) and maintenance of the Outsourcing Database
- Support for the business units relating to internal and statutory requirements governing outsourcing
- Preparation of management reporting as well as an annual report on material outsourced activities for submission to the Management Board of J.P. Morgan AG
- Coordination and review of the risk analysis conducted by the responsible units
- Manage new business requests received from the Front Office and facilitate the KYC process end to end
10
Skills For CIB Finance & Business Management Equities Trading Business Manager VP Resume
- Knowledge of multiple client types (i.e. Corporates, SPV, Trust, F.I.’s. etc.)
- Facilitate Investable Index control governance and help manage conduct and operational risk and control agenda
- Responsible for the legal entity control functions for the securities entity
- Facilitate CEM business control governance and help manage operational risk and control agenda
- An open, positive outlook
- Patience, perseverance and willingness to work under the time pressure in a professional and communicative manner
- Fluency in Japanese (both written and spoken) is indispensable
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