Financial Executive Resume Sample

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Work Experience


Account Executive, Financial Services
05/2017 - PRESENT
Chicago, IL
  • Tware & applications sales with experience in selling into the Financial Services Sector
  • Act as a team player and contribute to the team’s success
  • Support for getting content on or out through EY’s e-platforms
  • Meet regularly with Dell’s Eastern Region sales reps to review their customer portfolios, and identify
  • Onsite customer meetings are an intrinsic part of the role, and travel is a requirement. Expect 3-4
  • Trips, some overnight, per month
  • Energetic, personable, team player with a willingness to ‘muck in’ where necessary
  • Develop and execute account strategies that encompasses the client’s services and core opportunities for growth
  • Work seamlessly across our organization with an assigned crossfunctional team in order to smoothly engage and coordinate all functional areas as required
Financial Alignment Executive
02/2013 - 04/2017
Boston, MA
  • Solutions and consultative selling style Manage negotiations, sales pipeline, pricing and customer contracts
  • Hone analytic skills needed to interpret data presented to clients
  • Growing proficiency in proposal writing, public speaking, presentations, and interpretive analyses of pertaining to client marketing data
  • Strong verbal and written communication skills, particularly the ability to prepare clear and concise client-ready documents
  • Demonstrated ability to manage and execute against identified key sales and service priorities Ability to drive urgency in the sales cycle and the execution of solution strategies. Exceptional ability to manage a robust pipeline
  • Handle multiple tasks, meet deadlines, manage client expectations
  • Manages clients’ expectations in relation to deliverables
Senior Account Executive, Financial Services
03/2006 - 01/2013
Philadelphia, PA
  • Conducting sales presentations to customer and prospects globally
  • Establishing and maintaining good relationships between Equinix (Globally) and its customers (Globally) at all times
  • Working with Equinix partner channel globally to fulfill user end requirements
  • Experience in selling to the FTSE 10
  • Experience selling multi million pound contracts
  • Experience in selling successfully high value technical products and services in the Financial Services market to senior management and C-suite
  • Good interpersonal & negotiation skills
  • Creation of high quality business proposals in line with agreed customer needs and expectations

Education


Globe University / Minnesota School of Business
2001 - 2005
Bachelor's Degree in Accounting

Professional Skills


  • Customer-oriented approach with strong teaming skills and demonstrated proactive leadership
  • Excellent verbal and written communications skills to be able to interact effectively at all levels of an organization, from individual contributors to C-level
  • Proven experience building excellent client relationships, offering value added,strategic insight into their business
  • Strong prospecting and discovery skills
  • Proven experience within Financial Modelling, with a number of years of commercial, client-facing work experience
  • An achiever who thrives in a new business development role where your skills in prospecting, qualifying, nurturing and closing drive consistent success
  • 1-3ish years of agency/client service experience in the communications, advertising or marketing industries – previous event planning experience is ideal

How to write Financial Executive Resume

Financial Executive role is responsible for communications, prospecting, database, retail, finance, credit, training, procurement, research, digital.
To write great resume for financial executive job, your resume must include:

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

Contact Information For Financial Executive Resume

The section contact information is important in your financial executive 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 Financial Executive Resume

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

  • Increase overall skills, specifically technical and industry acumen, to deliver innovative ideas accelerating customer success in the cloud
  • Strong knowledge of financial products, including loans, financial and operating leases, flexible consumption models and TLAs
  • Experience working with Systems integrators
  • Demonstrate organizational leadership by mentoring junior sales team members and provide increasingly high levels of impact to ensure company-wide success
  • Public Sector experience, responding to RFPs
  • Strong business acumen; ability to calculate and articulate return-on-investment (ROI) using DocuSign provided tools and resources

Education on a Financial Executive Resume

Make sure to make education a priority on your financial executive resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial executive 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 Financial Executive Resume

When listing skills on your financial executive 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 financial executive skills:

  • Demonstrated sales success in attaining quota objectives and proven success in managing account relationships
  • CIO and CFO level negotiating and solution selling skills
  • Experience cultivating CFI decision maker contacts from referrals, personal research, and corporate marketing campaigns
  • Experience engaging contacts through orchestrated touch patterns including phone, email, on-site visits and social media
  • Draft customer proposals, demonstrate sound decision making abilities, and negotiate client pricing requirements and concessions within DocuSign guidelines
  • Experience working with Cerner Revenue Cycle solutions

List of Typical Experience For a Financial Executive Resume

1

Experience For Account Executive, Financial Services Resume

  • Demonstrates knowledge of the team’s core processes and functions
  • Serve as the liaison between the customer and NCR for market feedback regarding issues for new customer escalating any roadblocks to securing the business
  • Responsible for proposing and closing deals in the above-mentioned solutions
  • Client is aware of and adopting the latest Cerner innovations. For example, new workflows, technologies or solutions
  • Continuous optimization efforts underway/long-term planning
  • Partner strategically with the steering committee
  • Meet regularly with Dell’s Eastern Region sales reps to review their customer portfolios, and identify opportunities to introduce leasing
  • Targets pre-identified prospects and existing customers within an assigned territory
  • Provision or accurate revenue forecasts
2

Experience For Financial Alignment Executive Resume

  • Bi- language preferably Mandarin
  • MBA from a recognised provider
  • Onsite customer meetings are an intrinsic part of the role, and travel is a requirement. Expect 3-4 trips, some overnight, per month
  • Reconcile petty cash fund and credit cards
  • Supports the revenue cycle consulting team to insure baselines are established within a project, periodic reviews of a project’s impact take place and measurable benefits are communicated to the client and within Cerner as evidence of contribution to “best practices”
  • Understand key revenue cycle departments and structure within a client’s organization
  • Revenue Cycle roadmap (all venues, all specialties, all vendors)
  • Revenue Cycle reference ability/satisfaction rates
3

Experience For Senior Account Executive Financial Services Resume

  • Client organization and provider advocacy creation
  • Be viewed as strategic partner
  • Insure client has Regulatory plans identified and documented (MU, ICD-10, All Quality Measures)
  • HIMSS and other industry benchmarks
  • Workflows stream-lined across Revenue Cycle continuum
  • Revenue Cycle – plans and health of business
  • Analytics Champion – improvement in metrics such as AR Days, Cash, DNFB, DNFC, WFC, etc
4

Experience For Senior Account Executive, Financial Services Resume

  • Review draft of the press release and management’s discussion and analysis. Prepare the financial statement disclosure checklist on a quarterly basis. Also actively involved in the preparation of press release and Forms 10-Q and 10-K and Pillar 3 disclosures
  • Serve as the primary driving force in company’s revenue and customer success objectives through the attainment of assigned monthly, quarterly, and annual sales quota
  • Conduct discovery calls with customers and prospects to understand organizational structure, key decision makers, procurement processes, IT systems, and document workflow
  • Serve as the “quarterback” and primary point of contact for aligning internal DocuSign teams and resources with key customer and prospect stakeholders
  • Uncover customer document process and needs in order to match customer requirements to DocuSign solutions
5

Experience For Financial Account Executive Resume

  • Understand, position and clearly articulate the value/benefits of DocuSign eSignature and Digital Transaction Management (DTM) solutions to all levels within customer organizations
  • Qualify, build, and manage a sales pipeline through the development of MDR/SDR qualified leads, proactive prospecting, networking, and online social channels including LinkedIn
  • Develop short, mid and long-term strategic and tactical execution plans to ensure success in assigned territory, vertical market, and/or key account base
  • Generate, develop, manage, and communicate expectations within assigned accounts as well as increases scope of penetration within each account
  • Willingness and ability to travel as necessary – typically 10% for Seattle-based MAE’s; more for field-based sales roles
6

Experience For Financial Services Account Executive Resume

  • Partners with other business units to expand cross-sell opportunities
  • Services local clients, typically with responsibility within a single territory/area
  • Acts as the “trusted advisor” to highlight the value of SAS solutions to the clients’ business
  • Creatively leverages the understanding of SAS solutions to particular account applications and highlights such through the use of effective sales presentation and meetings
  • Experience negotiating contracts for complex business solutions that have multi-year licenses and payment structures
7

Experience For Senior Account Executive Financial Services Major Accounts Russia Resume

  • Engages the SAS Business Relationship Manager (BRM) and incorporates the SAS partner as part of the sales strategy in closing an opportunity
  • Builds on-going relationship with customer at highest levels to ensure they understand the value that SAS brings to their business and thus maintain/increase renewal revenue
  • Negotiates contracts with customer resources independently requiring only the assistance of our legal counsel
  • Manages their sales pipeline and meets regularly with the sales manger to update sales forecasts
  • Monitors industry segment to keep abreast customer’s current and developing trends and requirements. Works closely with marketing to analyze such information and to develop creative industry selling strategies
8

Experience For BMW Financial Services Marketing Executive Resume

  • Coach and mentor other Account Executives on the team
  • Quickly build rapport and maintain relationships with senior management at the SVP and C level in the Fortune 100 or large government institution arena
  • Identify, qualify and close sales opportunities for NCR’s industry leading Digital Banking platform – Digital Insight
  • Interact daily with banks and credit unions, identifying and nurturing prospects to progress them to qualified opportunities
  • Thorough knowledge of corporate/government acquisition/procurement practices and buying influences
  • Work with the industry’s best product marketing team to define the Service Cloud go-to-market strategy
  • Manage activity for your geographic region, educating prospects on how the Digital Insight platform can help them increase customer engagement and grow profit
  • Perform independent research and analysis and develop strategies to maximize revenue within accounts, the territory and industry segment
  • Quickly assimilate industry, territory or customer’s business issues, analyze the situations in real time and translate to the capabilities of SAS solution or service offerings
9

Experience For Senior Account Executive Financial Services Netherlands Resume

  • Accurate and clear communication in both written and verbal at the SVP and C level
  • Demonstrated Project Leadership skills in order to direct internal resources to assist in the all aspects of the sales cycle from strategy development to opportunity execution. Co-ordination of post-sales resources to ensure successful implementation and training
  • Demonstrated negotiation skills to close large complex multi-year and multi-country deals
  • Capability to travel to customers or partners within the territory as often as daily
  • Educate prospects on Digital Insight’s value proposition and product capabilities
  • Mastery and consistent execution of Gartner's sales process
  • Manage sales and business results in the account(s) as if operating their own business, while acting in the best interest of the company at-large. Plans and directs all direct sales activities as well as supporting activities such as account planning, forecasting, executive mapping, and managing accounts receivables
  • Manage the team’s sales efforts to ensure that the appropriate activities are properly executed to create demand for NCR solutions, gain customer commitment, build momentum and accelerate the sales cycle
  • Work with sales specialists to map out the key players in the account who are involved in the decision making process, and strategize on implementing an appropriate account/opportunity plan utilizing a consultative selling approach
10

Experience For Client Executive, Financial Services Resume

  • Ensure that the sales specialists understand the political relationships between members of the organization and the impact on buying behaviors in order to determine the most appropriate sales approach at each level of the organization
  • Develop a competitive sales strategy that anticipates competitor’s actions and utilizes effective tactics to out maneuver the competition and enable NCR to be better positioned to meet the customer’s objectives
  • Utilize a structured approach for identifying and measuring the quality of potential new business; Analyzes creation of solution offer and proposal development to ensure it promotes value based pricing
  • Position requires strong prospecting and proposing skills
  • Responsible for identifying, qualifying, and closing sales opportunities for NCR’s industry leading Digital Banking platform – Digital Insight
  • Serve as the liaison between the customer and NCR for market feedback in regard to issues for new customer escalating any roadblocks to securing the business
  • Build customer relationships through consultative selling and promoting customer confidence in NCR
  • Manage sales and business results in the account(s) as if operating their own business, while acting in the best interest of the company at-large

List of Typical Skills For a Financial Executive Resume

1

Skills For Account Executive, Financial Services Resume

  • Outstanding written and verbal communication skills including at the C-suite level
  • A strong sales and business background, with 5-10+ years of sales-related experience
  • Experience working with and leading virtual teams
  • Executive-level, strategic consulting experience (ability to own senior-exec-level, major client relationships)
  • Health care finance, project management or consulting work experience
  • Health care information technology (HCIT) project management, sales or consulting work experience
  • Related experience selling software/applications and support services into the Financial Services industry
2

Skills For Financial Alignment Executive Resume

  • Strong accounting background and knowledge
  • Quota carrying software or technology sales and account management experience
  • Experience of large cloud based data warehouse environments
  • Experience in financial enterprise technology sales
  • Consultative experience, preferably in high technology (services, software or hardware)
  • 5 – 10 + years of direct sales experience
3

Skills For Senior Account Executive Financial Services Resume

  • Experience in enterprise technology Sales, financial sales
  • Proven ability to work in sales teams with other account managers and account executives
  • Discovering and advancing leads through the sales stages, utilizing NCR’s Digital Banking sales methodology
  • Understanding of Business Procedures i.e. Finance, Marketing, Forecasting, Business Plans and Contracts
  • Developing a marketing plan and strategy
  • Preparing and presenting presentations
  • Devising reports on finding and been able to present the findings
  • Marketing the services of the company to current customers
  • Getting involved in community initiatives
4

Skills For Senior Account Executive, Financial Services Resume

  • Establish relationships with key account stakeholders, including understanding their purchasing criteria
  • Assist with vendor management, logistical planning, event execution/recapping, etc
  • Support teammates with planning and on-site execution of event marketing programs
  • Manage documents such as status reports, inventory tracking documents and meeting notes
  • A passion for Financial Modelling; highly motivated, numerate and a logical thinker are all key to the role
  • Selling software/applications
  • Responsible for dealing with mail merges and letters
  • Genuine interest in corporate finance and delivering business solutions
  • An understanding of key competitive technologies
5

Skills For Financial Account Executive Resume

  • Prepare pre-event briefing materials on select programs
  • Assist with budgets through internal accounting procedures
  • Buildtrust-based, value-added relationships with C-level IT and Business Executives and their teams in order to renew and grow spend in our existing accounts
  • Drive growth of our Research Advisory, Consulting and Executive Program services via a value-based customer-centric consultative sales approach
  • Create a relevant long-term account strategy and road-map for your designated group of existing clients in order to drive retention and generate new business
  • Strong Excel Skills - designing and building models as well as testing them; incorporating operational, tax, accounting and financing aspects across a range of sectors. Develop a strong understanding of Excel and how it can be applied to corporate finance
6

Skills For Financial Services Account Executive Resume

  • Sales Achiever – Achieve results by understanding digital transformation drivers and customer priorities. Identify new opportunities and help customers accelerate their move to the digital age for their own benefit as well as their customers
  • Digital Transformation Driver – Anticipate market changes to drive industry-relevant solutions to customers, influencing business and technology decision makers, building trust with stakeholders and translating Microsoft solutions into business impact and outcomes that accelerate the customer’s digital transformation
  • Sales Challenger – Continuously build industry and technical knowledge. Bring innovative industry solutions, benchmarks and references to C-level executives that drive greater efficiencies, optimization and increase customer satisfaction
  • Deal Orchestrator – Orchestrate virtual selling team and all Microsoft resources maximizing revenue opportunity. Lead and drive entire sales cycle and leveraging repeatable offerings to accelerate and win deals
  • Manage multiple concurrent client relationships, anticipate change, adjust priorities accordingly, and work effectively as a team and independently
7

Skills For Senior Account Executive Financial Services Major Accounts Russia Resume

  • Experience as a leader in Revenue Cycle OR internal Cerner experience as a Revenue Cycle Architect
  • Impeccable business ethics with polished and professional sales presentation skills
  • Work experience leading health care revenue cycle consulting, IT, or operations engagements
  • Healthcare revenue cycle experience
  • Health care revenue cycle work experience
8

Skills For BMW Financial Services Marketing Executive Resume

  • Able to travel 80%
  • Certified Health Professional (CHP) or Certified Revenue Cycle Representative(CRCR) or other revenue cycle certifications
  • Proven success with prospecting, developing leads, managing complex sales-cycles, and closing deals in small-medium business, mid-market, and/or large corporate accounts
  • Successful track record of exceeding quota (top 10-20% of company) in past positions
  • Certified Health Professional (CHP) – CHP
  • Certified Revenue Cycle Representative (CRCR) - Healthcare Financial Management Association
  • Develop senior level business relationships up to “C” level with account prospects
  • Successful experience in value proposition and business case led selling with demonstrated performance and ability to sell value through a Consultative Selling approach
9

Skills For Senior Account Executive Financial Services Netherlands Resume

  • Related experience selling into the Financial Services industry
  • Experience selling software applications and support services
  • Available for up to 50% travel
  • Work on your own initiative
  • Social media - update websites, social media pages
  • Be able to report on KPI and be target driven
  • The ability to articulate the advantages of Microsoft technologies to C-Level and senior business decision makers
10

Skills For Client Executive, Financial Services Resume

  • Support account team across multiple programs
  • Participate in brainstorms and creative ideation and provide research as requested
  • Establish strong relationships with delivery colleagues in the Netherlands as well as internationally, focusing on the highest service quality to your accounts as well as driving to personal target over-achievement
  • Proven ability to drive new business and documented success carrying a sales goal
  • Identify, sell, close and manage potential sales prospects
  • Collaborate with subject matter experts within TransUnion and TransUnion Specialized Risk Group to develop strategic solutions for the accounts in your territory
  • Responsible for Pipeline Management in Salesforce
  • Become a subject matter expert in risk solution products. Maintain knowledge of current industry trends and business needs

List of Typical Responsibilities For a Financial Executive Resume

1

Responsibilities For Account Executive, Financial Services Resume

  • Strong network in the Financial Services
  • Utilize a structured approach for identifying and measuring the quality of potential new business
  • Manage multiple projects from conception to completion, by anticipating challenges and ensuring deadline adherence
  • A thorough understanding of selling into the Financial Services sector
  • Analyze creation of solution offer and proposal development to ensure it promotes value based pricing
  • Oversee and project manage client deliverables, including day-to-day responsibilities
  • Aptitude for understanding how NetApp's Data Fabric & Cloud Solutions, Products and Professional Services solve business problems
2

Responsibilities For Financial Alignment Executive Resume

  • Apply advanced social selling techniques
  • Take responsibility for ensuring that growth and quota objectives are achieved within your territory
  • Establish a thorough understanding of market influences, business drivers, the competitive landscape and the partner ecosystem across your territory
  • Identify and qualify opportunities for incremental revenue within any existing accounts, and seek to achieve full deployment of MarkLogic licenses within them
  • A strategic outlook and structured, disciplined approach to Territory and Opportunity planning
  • Partner with other business units to expand cross-sell opportunities
  • Service local clients, typically with responsibility within a single territory/area
3

Responsibilities For Senior Account Executive Financial Services Resume

  • Develop and maintain relationships with executive members of strategic client organizations
  • Create high-performing team in a matrix management environment where team members are motivated to perform at their fullest potential and creatively drive customer solutions
  • Plan and direct all direct sales activities as well as supporting activities such as account planning, forecasting, executive mapping, and managing accounts receivables
  • Manage the team’s sales efforts to ensure that the appropriate activities are properly executed to create demand for NCR solutions
  • Gain customer commitment, build momentum and accelerate the sales cycle
  • Develop and execute strategies for media outreach
  • Responsible for lease or consumption based solutions, including Transformational Licensing Agreements (TLA) via Dell Financial Services for direct business via Dell EMC or indirect selling via Partners
  • Achievement of sales and profitability KPI’s. Increase volume and consequently penetration of leasing and consumption based solutions within Dell EMC
4

Responsibilities For Senior Account Executive, Financial Services Resume

  • Establish credibility in the division and display knowledge and empathy with the Dell EMC sales teams and their managers. Work with Dell EMC management to agree appropriate strategies, penetration rates, incentives and training requirements in order to drive business growth
  • Experience in sales of complex business software / IT solutions to net new names
  • To meet and review performance levels with Sales managers ensuring objectives are set and agreed
  • To coach, train and develop Dell EMC Internal and External sales executives to the standards set by DFS
  • Build and own, dynamic, always-on account plans detailing critical insights and new business opportunities aligned to customer priorities and each Microsoft’s solution areas, (Modern Workplace, Business Apps, Apps and Infrastructure, Data and AI)
  • Build coalition of support (IT and business) both inside Microsoft and with customer. Define and drive a strategy for engaging stakeholders within the customer. Define digital outcomes for the customer and a clear path to achieve
  • Show leadership among entire account team. Direct clear opportunity ownership and support
5

Responsibilities For Financial Account Executive Resume

  • Business Development, Account and Customer Relationship Management, Sales and Software License and Cloud Subscription Revenue
  • Sales strategies - Develops effective and specific business development plans to ensure revenue target delivery and sustainable growth. Develop relationships at new customers and leverage to drive strategy through organization
  • Territory and Account Leadership - Lead designated territory for net new names in Financial Services. Encourage all prospects to become SAP references
  • Business Planning – Develop and deliver comprehensive business plan to address prospects priorities and pain points. Utilize Value Engineering, benchmarking and ROI data to support the customer’s decision process
  • Leverage SAP Solutions – Be proficient in and bring all SAP offers to bear on sales pursuits including Industry Solutions for Financial Services, LOB solutions (CRM, SCM, HCM, SRM et. al) and technology solutions (Business Analytics, Mobility, Database and Technology, et. al)
6

Responsibilities For Financial Services Account Executive Resume

  • Sales Excellence and sell value
  • Ensure the integrity of the subsidiary general ledgers. These subsidiary general ledgers provide the foundation for the information posted on the BB&T General Ledger
  • ACA/ACCA Qualification (first time passes)
  • Quota responsibility aligned to specific multinational accounts
  • Define, develop and execute a revenue driven Territory Plan
  • Provide guidance & leadership to all functions involved in executing the territory plan, including marketing, sales development, presales, alliances and professional services resources
7

Responsibilities For Senior Account Executive Financial Services Major Accounts Russia Resume

  • A strong relationship builder with the ability to assemble and lead a virtual cross-functional team to meet and exceed sales objectives
  • Identify appropriate alliances within your territory in conjunction with the Channels organization
  • Ensure that the benefits of MarkLogic use cases are understood and communicated at all levels within all key accounts
  • Knowledge within the Financial Services Industry (ideally Ireland) and the ability to make confident recommendations at C-level, business decision makers. Understanding of key digital transformation drivers and business challenges within Financial Services as well as competitive landscape for key technologies
  • Strong growth mindset. Seeks to solve for difficult customer challenges. Constantly curious and looking to learn and grow

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