Finance Shared Services Resume Sample

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Caesar Ullrich
6054 Nikolaus Forest,  Los Angeles, CA
+1 (555) 591 1208

Work Experience

VP Finance Shared Services
11/2016 - PRESENT
Boston, MA
  • Mathematical Skills: Ability to perform calculations relating to any of the Shared Services functions and general ledger accounting. Ability to apply concepts of accounting and basic statistics
  • Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists, especially in relation to customer/third party interactions. Ability to interpret a variety of governmental laws and technical information furnished in written, oral, diagram or schedule form
  • Lead the development of the shared services team in Jupiter, Florida
  • Lead the outward-facing change management process within the broader OTIS Americas organization. Champion the shared services approach and be an effective change agent with the internal customers of the function
  • Develop and build a Global Shared Services Finance organization structure and processes that are clearly aligned with the business strategy and span across end-to-end processes that bridge business functions integrating the ‘front-end’ of the business with the ‘back-end&#8217
  • Oversee monthly financial close process for all Latin America legal entities and Miami Regional office, including adherence to Corporate closing calendar, detailed review of balance sheet and income statements, revenue recognition, and other local activities
  • Implement in-house SAP system and BlackLine account reconciliation tool for all Latin America legal entities
  • Ensure compliance with Corporate standards and seek improvement opportunities that enhance efficiency and effectiveness over financial reporting
  • Assist the manual entry of invoices into customer’s portals
Finance Shared Services Analyst
05/2011 - 10/2016
Houston, TX
  • Accounting for Fringe related expenses, analyze to evaluate fringe accrual
  • Analyze and prepare journal entries and reconciliations for accruals, prepaids, fixed assets, and other assets
  • Monthly processing of US Fixed Assets. This includes running depreciation, processing asset additions, asset transfers, asset disposals, requisition processing backup, and monthly reconciliation of all fixed asset accounts
  • Monthly board reporting on capital expenditures
  • Intercompany transaction accounting and reconciliation
  • Assist with monthly allocation, close, and consolidation of financial statements
  • Audit employee expenses in Concur for compliance with company reimbursement policy
Finance Shared Services Summer Intern
01/2008 - 04/2011
Phoenix, AZ
  • Provide support to all employee’s by responding to all telephone and email inquiries regarding their corporate card account or expense reports
  • Maximize usage of the purchasing card and simplify processes around reporting
  • Educate/ Train internal customers on the use of the expense allocation tool
  • Maintain audit program to enforce policy compliance and report on noncompliance
  • Debt interest analysis and accrual accounting
  • Reconciliation and accounting for Goodwill and Intangibles
  • Partner with FP&A and IT to account for expenses related to internal use
  • Monthly board reporting schedules
  • Preparation of the US statement of cash flows


Southern New Hampshire University - Portsmouth Campus
2003 - 2007
Bachelor's Degree in Accounting

Professional Skills

  • Strong prioritising skills with the ability to take on challenges as opportunities to find a better way
  • Progressive experience in a leadership role, including prior experience overseeing a large team
  • Strong people and customer service skills, advocate positive working relationships among internal
  • Strong interpersonal, communication, organization, and leadership skills – able to communicate and present ideas/issues to the executive finance team
  • Strong organizational and analytical skills to lead teams and build partnerships with internal and external partners
  • Experience in a financial/ accounting role, with 5+ years experience overseeing a shared services function
  • Prior experience working remotely with a US multinational company is required - Advanced working knowledge of Microsoft Excel

How to write Finance Shared Services Resume

Finance Shared Services role is responsible for finance, microsoft, leadership, training, retail, integration, procurement, purchasing, payroll, reporting.
To write great resume for finance shared services job, your resume must include:

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

Contact Information For Finance Shared Services Resume

The section contact information is important in your finance shared services 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 Finance Shared Services Resume

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

  • Able to demonstrate experience working with Corporate and local Finance, IT and Procurement teams
  • Working experience of Cash Applications with Oracle is required
  • Experience in Analyzing data, identifying trends and Suggesting solutions which lead to process efficiency
  • Ensure accuracy and timeliness of all APAC subsidiaries’ period-end closes, financial reporting, and consolidation with corporate books and records
  • Previous experience in a Senior Financial Management role leading a team of 50+
  • Appreciation and experience of managing rigorous financial controls

Education on a Finance Shared Services Resume

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

When listing skills on your finance shared services 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 finance shared services skills:

  • Proven experience in motivating, coaching and developing teams
  • Proven working experience as a finance analyst
  • Previous experience building and expanding Shared Service functions
  • Previous experience with applying lean/six sigma principles in a transactional environment and leading process improvement / transformation
  • Extensive knowledge of operational processes, systems and internal controls with a strong understanding of financial reporting concepts
  • Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis

List of Typical Experience For a Finance Shared Services Resume


Experience For Finance Shared Services Analyst Resume

  • Build strong internal/external and cross-functional business relationships
  • Participate in annual budgeting process and monthly forecast process
  • Manage Concur system administration as a Program Admin
  • Drive group focus on customer service and maintain a high level of responsiveness to inquiries (email/phone)
  • Maintain Global T&E policies and collaborate with business groups as needed

Experience For VP Finance Shared Services Resume

  • Assist in implementing/developing T&E audit strategies based on trending analysis and statutory requirements for different regions as well as support transitions/projects as needed
  • Ensure holds are removed and orders are processed in a timely manner according to established SLA’s
  • Develops and leads planning, design, implementation, communication, and delivery of the company’s finance initiatives within area of accountability across the organization
  • Monitor performance against KPI’s and acting swiftly to oversee the achievement of agreed targets
  • Coordinate and conduct accounts payable activity for SRG Global’s WHQ location
  • Actively manage shared mailboxes for Customer Registration and Supplier Registration processes to fulfill internal customer requests in a timely manner as outlined in established SLA’s
  • Work with the business to identify their needs and requirements
  • Ensure that Accounts Payable policies and procedures are created, communicated, maintained and monitored within the organization and with external vendors
  • Respond to vendor inquiries and resolve invoice discrepancies in a timely manner

Experience For Senior Finance Shared Services Lead Resume

  • Provide operational direction for Finance Shared Services Order to Cash team
  • Analyze and evaluate business processes and recommend actions to streamline processes, improve operational efficiencies, and identify opportunities for reducing operational costs and improving customer satisfaction
  • Produce and analyze daily/weekly/monthly KPIs, dashboards and analytics to measure and improve performance
  • Assist with external audits to ensure complete, timely and accurate responses to information requests
  • Responsible to direct department hiring and terminations as required. Directs the departments training requirements and ensures that timely and effective training is provided to maximize associate effectiveness and efficiency
  • Build and maintain relationships by collaborating across functions, locations and departments to foster trust, commitment, accountability and results. Leads organizational project initiatives and ensures initiatives are implemented and operational

Experience For Director Finance Shared Services Resume

  • Occasional work-related travel, from zero up to 10% of the time
  • Lead and develop global teams to execute on the day-to-day operations, engage and develop a global team and develop strategies to support WeWork’s growth plans
  • Leverage business knowledge and expertise to analyze the business process lifecycles, metrics and key performance indicators to identify opportunities to improve operational efficiency and controls through process redesign and automation
  • Engage stakeholders to manage operational issues and influence them to sponsor and support policies and initiatives that promote our internal controls, compliance and operational efficiency
  • Progressive experience in shared services, operations, information technology or similar experience

Experience For Analyst, Finance Shared Services Resume

  • Experience engaging and interacting with senior leaders to provide operational updates, obtain sponsorship for strategic priorities and manage stakeholder relationships
  • Develop and oversee implementation of a 3-5 year strategic roadmap and financial objectives for effective and efficient delivery of enterprise-wide finance shared services
  • Work experience
  • Relevant work experience in Finance / Oracle Sales Order Review
  • Payroll work experience for EMEA & APAC region mainly India, UK, Belgium, France & Australia
  • Good exposure on payroll processes and compliance

Experience For Finance Shared Services Centre Leader Resume

  • Ensure key business processes meet or exceed defined KPIs and service level agreements for both captive and outsourced business processes
  • Partner with IT leadership to design and implement technologies to enable efficient and effective business processes, while improving our overall controls environment
  • Support the internal control environment and accurate transactional processing in compliance with SOX and other audit requirements
  • Oversee design and execution of improvement initiatives within finance shared services and with third party providers
  • Define vendor management approach and provide oversight of all third party outsourced providers so as to meet defined service levels, performance metrics and productivity benefits

Experience For VP, Finance Shared Services Resume

  • Partner with procurement to drive proactive contract management/compliance and measure vendor performance for future vendor selections in business services
  • Assess risk in third party delivery and develop mitigation plans in collaboration with third party providers
  • A compelling communications style that facilitates successful one-on-one and group interactions, builds strategic relationships through influence, and cultivates networks
  • Personal leadership that that guides and inspires others to achieve organizational outcomes and drives alignment and accountability to results
  • Implement solutions and processes to drive economies of scale and leverage shared services expertise and knowledge
  • Actively lead the teams and participate in our GBS wide focus on continuous process improvement, lower costs, enhanced quality, improved cycle times and process standardisations
  • Oversee our Financial operational services for the business

List of Typical Skills For a Finance Shared Services Resume


Skills For Finance Shared Services Analyst Resume

  • Design and develop metrics and reporting to monitor the effectiveness of our current operations and measure the success of initiatives post implementation
  • Develop strong partnerships with the business, while constantly aligning delivery of finance shared services to meet business objectives
  • Strong track record of delivering measurable results through captive processes and management of vendors of outsourced services
  • Experience with Finance Back Office Processes
  • Hands on experience with statistical analysis and statistical packages
  • Experience in a financial role with 10-12 years in a managerial role
  • Previous experience in a financial shared services delivery role within a global company
  • Demonstrated ability to lead and manage people
  • Demonstrated ERP systems knowledge

Skills For VP Finance Shared Services Resume

  • Operate at a senior executive level and within this build and manage relationships across all levels of the Business
  • Experience with TAP (Transform AP) it’s highly desired
  • Proven ability to influence and motivate others to drive results in a multi-location and matrixed environment
  • Monitors Vendor Master File to ensure records are valid, consistent and accurate
  • Resolving account discrepancies on statements with vendors
  • Working closely with General Ledger teams to ensure smooth and timely month end transactions
  • Providing support for various special projects, business initiatives, system upgrades, as assigned
  • Assist in processing manual invoices in customer portals including Ariba, Aravo, IOL and B-Line

Skills For Senior Finance Shared Services Lead Resume

  • Collaborate internally and with customer to resolve issues with purchase orders running out of funds or projects going over budget
  • Conceptual understanding with Payroll Accounting
  • Financial control of all GBS departmental budgeting and accounting
  • Financial cost control, reporting and charging
  • Prepare, analyze, and review financial data and reports, including departmental budgets and forecasts
  • Establish, foster and maintain working relationships with finance peers and operational partners
  • Process manual invoicing in Oracle ERP system for our international subsidiaries
  • Daily reporting to determine what needs to be invoiced in customers portals

Skills For Director Finance Shared Services Resume

  • Daily reporting to determine what needs to be invoiced in customer’s portals
  • Well informed in current financial subjects, accounting, tax laws, money market and business environments
  • Operational knowledge of SAP and financial reporting tools
  • Timely filing and reconciliation of state sales and use tax returns
  • Ensure compliance with all laws and regulations including but not limited to 1099 filings

Skills For Analyst, Finance Shared Services Resume

  • Interface with company’s Bank, Banking Systems and users to assign user profiles and resolve day to day problems
  • Assist with the team in responding multiple queries, Year end India payroll close and compliance
  • Optimize payroll accounting processes with automation & standardization
  • Assist with end to end system testing for version upgrades and legislative updates
  • Provide leadership and coaching support to the Management Team for Shared Services EMEA
  • Ensure that the necessary financial controls are adhered to enabling a consistently high standard of operational excellence within Shared Services

Skills For Finance Shared Services Centre Leader Resume

  • Management, monitoring and control of all financial transactions within the remit of GBS
  • Troubleshoot day to day concerns relating to T&E and provide judgment calls based on T&E policy
  • Execute T&E accounting activities in Oracle GL
  • Assist in T&E trainings for employees using expense reimbursement application (Concur) and corporate cards
  • Assure timely adherence to monthly closing timelines and continuously work to improve upon them
  • Review and modify policies and procedures and help ensure compliance with internal and external reporting requirements

Skills For VP, Finance Shared Services Resume

  • Build team member capabilities through rigorous objective setting, clear roles & responsibilities, and cultivation of an environment of accountability
  • Manages a function that supports business unit performance and implementation of the global functional/Finance strategy
  • Typically partners with managers EXEC2s and EXEC3s
  • Maintain the general ledger to include preparation of journal entries, account analysis and reconciliation, and support the month end close process
  • Participate on cross-functional teams to provide financial perspective
  • Process credit and re-bill invoices related to customer order changes for our international subsidiaries

Skills For Manager, Finance Shared Services Resume

  • Collaborate cross functionally with the global sales and services organizations to ensure accurate customer billings
  • Assist in monthly and quarterly close processes
  • Understand and interpret business unit Finance requirements and link Financial Services to the delivery of associated commercial benefits
  • Specific experience in the functional areas under the remit of the role, including implementations and project management experience in a multi-functional shared services setting with geographically dispersed BUs is highly desirable
  • The energy, enthusiasm and drive to make it happen
  • Self-motivated, proactive, ability to ensure tasks are finalised to strict deadlines
  • Work in a fast-paced environment, growth company with frequent changes to processes and systems.​

Skills For Assoc Mgr, Finance Shared Services Resume

  • Strong verbal and written communication skills and ability to present complex topics in a clear and concise manner to audiences at various levels of the business
  • Meet deadlines, handle varying workloads and work in an unstructured environment
  • Manage the Accounts Payable Shared Service Center Department for North America (USA- Canada & Mex)
  • Manage a team of four to six accounts payable processors
  • Ensure process and procedures as well as integration with JDE are consistent and properly implemented
  • Drive key performance indicator improvement – reduction in noncompliance and increase invoices processed per hour
  • Respond to day to day problems and focuses in the problem root cause

Skills For Finance Shared Services Innovation Director Resume

  • Evaluates employees to enhance their performance, development, and work product
  • Manage and drive projects relevant to accounts payable to completion and within the required timelines
  • Interface with company’s vendors, buyers and stakeholders to resolve invoicing issues that hinder accounts payable team’s productivity and efficiency
  • Reconciliation of accounts payable ledgers and related schedules
  • Responsible for compliance like payroll tax, provident fund, tax returns etc
  • Preparation and reconciliation of payment summaries

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