Customer Finance Resume Sample

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Craig Boehm
27089 Leland Dale,  Chicago, IL
+1 (555) 691 9728

Work Experience

Customer Finance Manager
06/2016 - PRESENT
Phoenix, AZ
  • AR Management –Monitor DSO for entire Portfolio
  • Collection of invoices in a timely manner: collaboration with Sales and Customers
  • Research all customer deductions and obtain supportive and / or additional documentation
  • Run weekly queries to organize and prioritize the work week
  • Assist Managers in Audit requests and controls
  • Days Sales Outstanding (DSO)
  • A/R performance objectives – against aged receivables
Customer Finance Analyst
02/2012 - 02/2016
Philadelphia, PA
  • Days to Pay reduction
  • Consumer/ Customer Focused
  • Manage complicate situations
  • Caring with people
  • Experience, working knowledge of sales, customer service or supply, and deductions and credits
  • Conducts ad hoc analyses to support critical business decisions. Leads analyses of net present value (NPV), return on investment (ROI) and profit loss (P&L). Conducts research, creates financial models, and defines appropriate financial measures. Quantifies opportunities and risk and recommends alternatives. Provides strategic and tactical recommendations to senior management
  • Business partner the Sector Controller and NAM’s to ensure we work together to manage their accounts ledger and debt
Customer Finance
08/2005 - 11/2011
Philadelphia, PA
  • Establish, develop, and maintain a network among local and foreign banks, ECA’s, private insurance companies, etc. to facilitate the commercial targets of customer financing in your assigned markets
  • Support Customer Business Team in validation of trade rates and funding in trade management system Support validation of customer incentive program payments (Co2Co, VIP, CORE, PVA’s etc.)
  • Job experience: 3-5 years’ experience in Commercial Controlling with focus on business partnering to sales (FMCG preffered)
  • Great opportunity to join RB on a new position with wide scope of responsibilities and independence
  • Good atmosphere in a professional, developing team working with passion
  • Responsible for the validation of credit memos
  • Responsible for creation of credit memo upload templates, ensure errors in templates are corrected, orders are released and billed in SAP


DeVry University's Keller Graduate School of Management
2000 - 2005
Bachelor's Degree in Finance

Professional Skills

  • Able to combine empathy with assertiveness and influencing skills
  • Effectively service the customer by developing/monitoring a risk/reward strategy
  • Experience within a Financial Planning and Analysis / Trade Finance, or similar type function
  • Excellent attention to detail; tenacious and methodical
  • Controlling and monitoring of Accounts Receivables and Payables
  • Handling of warehouse billing & receivables
  • Reporting directly to Trade Finance Manager

How to write Customer Finance Resume

Customer Finance role is responsible for travel, insurance, research, reporting, database, credit, finance, retail, software, lending.
To write great resume for customer finance job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Customer Finance Resume

The section contact information is important in your customer finance 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
  • Email
  • Telephone number

Work Experience in Your Customer Finance Resume

The section work experience is an essential part of your customer finance 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 customer finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular customer finance position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Customer Finance resume experience can include:

  • Analyze and recommend methods to improve the effectiveness of GTN and ensure the integrity of the data
  • Experience on Credit and Collections
  • Experience in consumer products industry an asset
  • Setting up system and process environment for VFS management
  • Lead financial analysis on Pricing Council proposals taking into consideration cross customer implications and providing finance recommendation
  • Responsible for creating and booking re-class journal entries

Education on a Customer Finance Resume

Make sure to make education a priority on your customer finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your customer finance 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 Customer Finance Resume

When listing skills on your customer finance 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 customer finance skills:

  • Exceptional Microsoft Excel skills are a key requirement, Essbase software experience is an asset
  • Proven ability to be an effective team member / leader
  • Experience: required at least 4 years of experience in finance focused on the commercial
  • 5 – 10 years’ experience in banking and/or lending
  • Maintains consolidated planning files for the MENAP region
  • Experience in financial analysis

List of Typical Experience For a Customer Finance Resume


Experience For Customer Finance Analyst Resume

  • Responsible for billing IFD
  • Set up automated templates & reports. Maintain or improve existing financial templates and reports
  • Ensure accurate sales, sales deducts and trade forecasts including quarterly/annual accruals
  • Assist Managers in establishing an accurate forecast of cast receipts
  • Identify and communicate variances between actual results and plan/forecast; develop solutions for getting back to plan and forecast
  • Update, maintain and distribute all key DSD & DWD financial reporting on behalf of Customer Finance
  • Customer Finance Reporting
  • Master data cleansing
  • Responsible for issue resolution to ensure invoices paid within the required timeframe

Experience For Customer Finance Manager Resume

  • Support Proactive Cash collection from customer spend side
  • Develop and drive embedment of financial processes and tools (customer profitability analysis, channel profitability analysis, LBE, ROI, Cost to serve, etc.) for better control and predictability. Help institutionalize an “ROI mentality” across the organization
  • Maintain the pricing, discount & volume details and update accordingly based on commercial functions’ inputs. Calculate sales volume, price, and standard margin variances of SKUs within the business unit. Explain variances based on marketing and trade feedback
  • Update and monitor market status of products. Understand the impact of market dynamics, share, and innovation on the forecast assumptions. Ensure company sales forecast is based on measurable assumptions and is aligned to understanding of market dynamics
  • Evaluate margin impact related to investment decisions, pricing and promotions, and business development opportunities to commercial function leaders to support the making of decisions
  • Assist the Trade Finance Manager in controlling marketing and operating expenditures in line with company financial instructions. Maintain the details of trade marketing activities and reconcile to the expenditure forecast
  • Track and monitor Trade budget utilization and assure compliance with defined company accounting principles and budget
  • Perform financial analysis on trade and promotion programs to ensure optimum performance at lowest possible costs

Experience For Customer Finance Senior Team Leader Resume

  • Maintain affiliate P&L actual and forecast. Integrate affiliate’s assumptions into the business unit P&L, and communicate in an efficient manner
  • Act as the single provider of relevant business unit data to the Trade Finance Manager for consolidation into FP&A reporting including Plan, LBE, and long-term innovation forecasts. Provide explanation within commercial functions for monthly reports including Sales Flash, MFR
  • Perform financial analysis to support the Demand Planning function during IFR & S&OP preparation
  • Special projects as directed by the Trade Finance Manager
  • Decide with the Channel Managers the objectives for each customer of GTN, ASP, Sales and Margin, and ensure that are aligned
  • Monitor Monthly the development of ASP, GTN and Margin for each channel and the principal customers

Experience For Associate Customer Finance Resume

  • Evaluate the promotional plans, its impact in GTN and margin
  • Train the sales team in relation to financial aspects
  • Responsible of CBP Essentials
  • Create with the CDT the action plans and recommend for the promotional activities based on the tool of the ROI
  • Field visits with the CDT

Experience For Business Administrator Customer Finance Resume

  • Develop, share and monitor the financial KPI´s
  • Deliver financial analysis, guidance and insights to the Sales Organization to influence business decisions
  • Partner with Sales and MDO (Customer Commercialization team) to deliver business results through revenue, trade and mix analysis
  • Identify and drive resolution of financial opportunity and risk assessment
  • Establish annual sales and trade objectives with financial leadership team
  • Provide customer insights to SBA finance team to align customer and brand objectives
  • Partner with RGM team to establish trade guidelines and deliver trended promotional/ROI reviews

Experience For Director of Customer Finance Resume

  • AR Management – Monitor DSO for entire Portfolio
  • Prepare credit/debit memo requests and issue adjustments, as directed
  • Serve as a trainer for other Hourly, Weekly, or Temporary personnel, as requested
  • Responsible for Bill to Cash OTC performance. Monitor the daily management of the collection tasks performed by the MBS. Invoicing Management: Monitor paper invoice distribution, approve credit/debit memo, and manage escalation for issues and exceptions
  • Follow up and support on the credits notes pending the application of the rebates and any commercial agreement with the customers
  • Collaborate with all the needs to support Internal and External Audits, Customer Service project coordination (ex: automated cash application) and any other special projects

Experience For Manager, Customer Finance Resume

  • Support the collection, cash application and deduction team from the MBS, and intervene to resolved any conflict with the customer
  • Keep control and oversee all the pre-printed forms required by country such as receipts, credits notes and deposit forms
  • Support the commercial area on customer visits to monitor the operation. Participate in customer meetings (e.g. quarterly meetings to review service levels or ad hoc meetings to review perform performance)
  • To perform customer analysis when required
  • Prepare period end customer forecast variance explanations for DSD & DWD Finance team

Experience For Customer Finance Manager Europe Resume

  • Prepare and update DSD Trade Spend performance quarterly; analyze and advise on risks & opportunities
  • Analyze customer key performance metrics i.e. DNP, MC$ and share growth and provide recommendations for improvement
  • Lead monthly billings, periodic and annual reconciliations in support of both CDA and customer requests
  • Utilize “Cornerstone” software to analyze DSD Profit and/or Share improvement strategies specific to a customer, pack and/or national strategies
  • Prepare program or event post game analyses, identify and communicate key “causes of change” vs. approved proposal, and provide insight and recommendations
  • Lead the development of the LF/SF DSD & DWD AOP customer target allocation models
  • Support Customer Finance Managers and DSD & DWD Sales Strategy Manager on ad-hoc projects
  • Maintain customer documentation

List of Typical Skills For a Customer Finance Resume


Skills For Customer Finance Analyst Resume

  • Responsible for the forecasting and tracking of the Customer Development function’s budget
  • Participates in budgeting and forecasting CIW for the MENAP region
  • Strategic Planning & Marketing Initiatives in Finance Sector
  • Very comfortable speaking to owner-managers of small Retail businesses
  • Inquisitive and always seeking a better way, open to new ideas
  • Active involvement in the Colgate Business Planning Process (CBP)
  • Supports Commercial Managers in planning STT (sales to trade) and CIW
  • Develop a CIW (trade investment) optimization framework to drive the analysis, allocation, and tracking of country budgets with distribution partners
  • Lead the RGM process across MENAP markets and deliver on revenue growth targets in pricing, trade investment and assortment

Skills For Customer Finance Manager Resume

  • Financial analysis capability using MS Excel, PowerPoint and other tools
  • Actively look for and driving simplification opportunities in the GT customer spend process
  • Responsible for calculating depletion allowances
  • Responsible for analysing the business plan jointly with captive & derive the correct strategy
  • Provide innovative costing solutions to the field teams and customer
  • Previous demonstration of exceptional initiative, drive, customer knowledge and focus

Skills For Customer Finance Senior Team Leader Resume

  • Quickly address and resolve customer concerns, questions and disputes
  • Flexible and positive attitude, brings energy
  • Sensitive to cultural differences across Europe
  • Interested in bicycles / an active lifestyle
  • Plan, implement, and administer financial information and control systems
  • Responsible for monitoring, Accounting / Finance operations for the branch. Preparing and circulating Standard Reporting Deck and sharing P&L with the CDT team along with analytics and actionable recommendations to improve profitability
  • Entry and management of trade events and customer credit memos (DCMR’s) in the trade management system
  • Establish a bottom-up CIW (trade investment) financial build to ascertain accurate market budget thresholds and spend targets for all MENAP countries as well as a future trade promotion management tool

Skills For Associate Customer Finance Resume

  • Develop a robust process to track and measure the trade spend allocation at market and customer level
  • Actively review CIW with the Commercial team and distributor contacts to make sure CIW investment is targeted correctly and under control
  • Drive improvement in promotional efficiency with the Shopper Marketing team through reviews to track performance and providing proposals to drive greater efficiency and supporting the Shopper Marketing team in implementing and maintaining promotional planning tools
  • Europe-wide High Risk Account Management (Top 20)
  • Investigate the OS&D deduction portfolio to reconcile the assigned accounts

Skills For Business Administrator Customer Finance Resume

  • Participate in developing our Customer financing solutions, working in close collaboration with external financing partners. Our partners consist of ECA’s, Global financing companies, Banks as well as local financing partners
  • Be able to travel to customer and sales organization meetings and successfully present and match our Customer Financing offerings to the customer need while keeping Elekta’s objectives and needs in mind
  • 8 – 12 years / MBA – Marketing
  • Partner with commercial functions for key decision making
  • Computer proficiency in MS Office (Word, Excel, PowerPoint)
  • Proactive and driven individual

Skills For Director of Customer Finance Resume

  • Analyze and interpret financial and accounting data, and summarize in a manner which can be communicated to commercial function leaders in an efficient manner
  • Knowledge of the principles, processes and standards for integrated financial analysis and reporting
  • Knowledge of the impact of market dynamics and competitor activity, and the ability to challenge constructively assumptions of commercial function leaders
  • Computer literate, specifically with MS Office applications such as Outlook, Word and Excel
  • SAP Knowledge OTC Modules, ISSA knowledge, MS Office
  • 2, Core job responsibilities
  • Correctly code and process invoices efficiently through the global Diageo OTC processes
  • Ensure customer invoices are processed and paid out on a timely manner

Skills For Manager, Customer Finance Resume

  • Handle customer queries and issue resolution
  • Support month/quarter/half year/yearly closure
  • Handle queries and drive issue resolution (log, assign, chase)
  • To proactively construct & develop FS products for VBI as per business plan
  • Manage & lead expectations of VBI FS strategy, as well as understanding the existing product placement and derive a suitable strategy for the organisation in regards of Financial Services
  • Analyse the customer segments & derive a suitable strategy for FS penetration
  • Responsible for system & process for FS in the set up environment
  • Establish contacts with the market financiers & generate reports on different aspects of CV business

Skills For Customer Finance Manager Europe Resume

  • Responsible to create and maintain the database of market financiers
  • Responsible to derive a suitable strategy for other financial products
  • Portfolio management with financiers
  • Any and all financial analytic needs / opportunities that relates to customers / accounts
  • Build a promotional ROI evaluation process at the account level; identify key insights from evaluation process and leverage learning to improve trade efficiency
  • Work with Trade, Sales and Marketing teams to review Post Promotional analysis developing recommendations and fact-based sales presentations

Skills For Regional Customer Finance Manager Resume

  • Lead ad hoc financial analysis as required including customer specific analyses, various financial initiatives or marketing driven requests
  • Participate in Sales -- Customer planning sessions in order to maximize promotional programs and address competitive pressures
  • Work closely with Trade Team, Deductions, FP&A / Brand Finance, Field Sales, Marketing and our Broker community
  • Participate in pricing analytics / proposals as it relates to customers
  • Spend ~30% of time working on overall FP&A / Brand Finance's non-customer oriented needs as an integral part of the US team
  • Lead the financial planning, analysis and overall due diligence for trade commercial function of Abbott Nutrition International Vietnam
  • Attend key commercial meetings to develop an understanding of the market dynamics, and act as the primary coordinator to trade commercial function for forecasting and financial analysis
  • Autonomously evaluate and analyze financial information and business trends to develop reconciliations, variance explanations, risk assessments, and solutions. Provide financial advice, counseling, and recommendation that significantly influence the decision-making process and direction of trade commercial function leaders
  • Track and analyze all revenue deduction spending by Channels/by Regions. Providing Sales/Commercial leaders insightful information for decision making

Skills For Analyst, Customer Finance Resume

  • Actively looking for and driving simplification opportunities in the NAM customer spend process
  • Lead financial aspects of Customer business reviews, annual planning and monthly forecasting
  • Drive organizational visibility through financial reporting, customer P&Ls, tracking and insights
  • Provide technical and customer related financial analysis, in addition to proactively monitoring business trends and identifying risks and opportunities
  • Evaluate Pricing, trade terms and condition investment for customers. Evaluation is done on the level customers, regions and channels

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