Financial Lead Resume Sample

8 votes
Adriana Carroll
2046 Spencer Green,  Los Angeles, CA
+1 (555) 126 9051

Work Experience

Financial Lead
08/2017 - PRESENT
Los Angeles, CA
  • 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 Markets
  • Creates, maintains, and updates financial databases and spreadsheets, and generates various financial reports as required
  • Analyzes assigned contracts' projected staff hours, contract totals, revenues, and profit totals
  • Conducts audits and analysis of their organization's direct and indirect costs, and reviews their practices and procedures, ensuring that labor and non-labor charges are approved, allowable, and processed in a timely manner
  • In credit/collection, accounts receivable, accounting, deduction or financial experience
  • Strong problem solving, analytical and negotiating skills
  • Strong skills in applications such as: JDE, Insight, Excel, and Word
Financial Lead Analyst
08/2013 - 07/2017
Phoenix, AZ
  • Provides technical, professional advice and recommendations to help drive decision making
  • Develops and manages specific initiatives; and delivers tactical results
  • Provides comprehensive advice on a wide range of issues
  • Provides managerial support and guidance to department and collaborates with other departments on goals and objectives, or to clarify information to support solutions
  • Manage and complete process specific portion of the global project in accordance with plans and budgets throughout all phases, without impacting business continuity
  • Communicate effectively with all stakeholders and partners
  • Ensures continuous relationship with the business & drives for sustainable process solutions
  • Through internal and external interaction, provides interpretation of complex information and sometimes persuasion
Financial Transactions A / P Team Lead
02/2010 - 05/2013
Los Angeles, CA
  • Ensures problems clearly defined and sufficient information is made available for effective solutions
  • Business Partner with designated functional teams within GEO or Region/country in financial management of planning, analysis, budgeting, forecasting, control and operations
  • Provide advisory support to designated Business Partner to in forecasting and managing spend. Ensuring that executive actions are taken to manage the functional spend in accordance with AOP (Annual Operating Plan) targets
  • Business Partner support to the designated functional teams including financial reporting and analysis
  • Proficiency in Analysis, Design, Build, and Deployment of Database centric applications. Strong experience with Data Migration especially financial data
  • Strong knowledge in Foreign Exchange, Security Trading, Corporate Action, Custody and Fund Derivation, Portfolio Accounting, and Asset Data
  • Advance skills in Database development using PL/SQL. Experience developing DataMarts
  • Strong knowledge of Oracle and Linux/UNIX/Solaris/AIX
  • Working experience with any of the following – Shell scripting, PERL, Groovy, VBA Macros, SAX Macros, Java script, Python, Pro C


Georgetown University
2005 - 2009
Bachelor's Degree in Related Field From

Professional Skills

  • Strong analytical and problem solving skills; organization and facilitation skills
  • Strong communication skills, particularly in messaging critical financial issues in both verbal and written formats
  • Excellent business Acumen and judgment and demonstrated ability to work closely and build sustainable business partnerships with Sales & other global functions
  • Exceptional communication skills with emphasis on negotiations
  • Experience in designing and delivering banking solutions
  • Audit articles (preferably at one of the smaller accounting firms) with experience on accounting transactions
  • Experience in Finance or accounting related role, outside of an auditing firm

How to write Financial Lead Resume

Financial Lead role is responsible for database, messaging, security, retail, finance, integration, procurement, auditing, java, reporting.
To write great resume for financial lead job, your resume must include:

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

Contact Information For Financial Lead Resume

The section contact information is important in your financial lead 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 Lead Resume

The section work experience is an essential part of your financial lead 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 lead 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 lead position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Financial Lead resume experience can include:

  • Support the BPE team to develop and calculate the financial benefits for all Process Improvement projects; this includes developing the preliminary financial assessments (rough order of magnitude estimates of the financial benefits of the projects) as well as Cost Benefit Analysis (CBAs)
  • Works in cross-functional teams to synthesize findings and develop improvement recommendations, execute and complete selected improvement projects to achieve operating profit and quality goals
  • Excellent communication, time management, supervisory and organizational skills
  • Creative and thoughtful problem solving skills and ability to work independently
  • Balance multiple stakeholders and critical deliverable timelines by effective prioritization
  • Customer service experience, preferably in the retail or banking sectors

Education on a Financial Lead Resume

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

When listing skills on your financial lead 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 lead skills:

  • Experience in designing and delivering banking solutions
  • Significant experience in driving operational excellence and embedding process change
  • Considerable knowledge of financial analysis techniques and strong technical accounting background
  • Experience working in Texas within a Federal, State and/or City Financial Leadership role
  • Previous management experience supporting disaster recovery operations
  • Reviews financial data collected from various inputs, validates accuracy, and facilitates decision making from senior management

List of Typical Experience For a Financial Lead Resume


Experience For Financial Lead Analyst Resume

  • Demonstrated ability to interface with and influence senior leadership
  • Understanding of Facebook’s suite of apps and marketing solutions
  • Support program performance reporting and analysis by generating performance reporting information and identifying areas for improvement
  • Consults on organizational forecasting and budget processes including comprehensive variance reporting
  • Develop/monitor a planning/forecasting/performance reporting system

Experience For Financial Services Vertical Marketing Lead Resume

  • Enhance Accenture’s industry network, developing new and powerful ways of engaging key clients, decision-makers and industry influencers
  • Oversee processes for document inventory, classification, tracking, protection, storage, archiving, and disposal
  • Manage monthly reporting, budgets, plans and forecasts and provide commentary on key variances/business drivers and any actions required..
  • Actively seeks resolution of issues independently by understanding the causes and follows through to ensure results are achieved
  • Coaches and mentors Green Belts, Process Owners and Sponsors in their application of Lean and Six Sigma tools, techniques and principles
  • Develop an understanding of the Banks’ business models and familiarity with services provided by the internal affiliate technology organization, as well as familiarity with active technology programs and their impact to each of the Banks
  • Work with Bank controllers on the Bank’s annual 3-year planning exercise

Experience For Financial Transactions A / P Team Lead Resume

  • Develop Facebook’s proposition in comparison to TV and communicate at scale to marketers in EMEA
  • Solid knowledge of financial copay assistance programs, ACS’s contractual obligations, and department operations. Cross-trained to perform all roles within the team
  • Lead the company’s efforts to leverage large data sets and third-party data sources to create analytical tools and data interfaces across the various functions
  • Apply benchmarks / conduct market analysis of industry to establish benchmark comparisons for key set of identified KPI’s and leverage these benchmarks into targets/goals
  • Develop, implement and deploy a global set of KPI’s and metrics that accurately articulate business performance for past, present and forecasted future business. KPI’s need to tie day to day operational performance back into financial P/L Management
  • Make decisions in coordinator’s absence
  • Perform quality checks on AP processor’s transactions

Experience For VA ALM Operations Lead-brighthouse Financial Resume

  • Monitor issues received in AP department’s mailbox
  • Monitors the financial health of the project portfolios
  • Ensure management is informed of financial decisions and financials are monitored
  • Deliver regular and ad hoc updates related to financial management matters to functional leadership teams and functional analysts
  • Develop consistent processes, tools, templates and reporting structures / cadence to address functional financial management requirements. Utilize unified approach to budget preparation, Strategic Long Range Forecast (SLRF) development, monthly forecasting and variance analysis, and ad hoc financial management requests
  • Lead development of SLRF for groups in partnership with functional teams and in alignment with Strategy Team guidelines

Experience For Lead Technology Financial Analyst Resume

  • Lead development of annual budget submissions includes development of summaries and other communications related to the review and approval process
  • For all financial management processes, ensure that key assumptions, changes, adjustments and approvals are tracked appropriately. Route financial requests and change requests per the authorization matrix and track approvals per company policy
  • Partner with Finance (FP&A, Strategy, Accounting, Fixed Assets) to ensure that all company requirements and standard financial processes are met on time (e.g., budget load into Hyperion, variance reporting templates, etc.)
  • Proactively prepare contingency plans for potential project acceleration / deceleration in the event of budget surpluses or shortfalls
  • Update SAP based upon budget reviews, approved budget exceptions, and to match changes in other financial databases. Update other functional tools and reporting systems (e.g., IT Delivery Plan, Network Cell Site Tool) as appropriate

Experience For Financial Clearance Team Lead-sutter Shared Services Resume

  • Key Interface with NAM GCT Tech Heads, serving as a guide to meet financial goals
  • Report cost variances and recommend adjustments to forecasting to reflect realistic data
  • Monitor contractors providing services to the programs and create contractor performance scorecards
  • Deeply conversant on financials, trends and drivers
  • Analytically focused with ability to understand details and synthesize to consumable information
  • Influence across teams, GCT and business

Experience For Financial Services Marketing Lead Resume

  • Develop and manage to complex schedules of tasks and deliverables
  • Performs statistical, cost and financial analysis of data extracted from various internal sources
  • Loads final budget spreads into applicable systems and performs required reconciliations
  • Assist in creating internal financial operations, including accounting practices, billing and collections, financial planning and analysis, internal audit, back office systems, etc
  • Ensure the Client and ICF Leadership receive relevant financial operational status information

Experience For Technology Financial Lead Resume

  • Knowledge of FEMA and CDBG
  • Draft financial spreadsheets and report, Budget Exhibits (NAVCOMPT, OSD, President/OMB)
  • Prepare ledger reports, ledger tracking, maintenance and support of specified financial management information systems and other official accounting program tracking systems for applicable appropriations
  • Collect, monitor and analyze obligation and expenditure data from various contractor and government sources and provide reports to SEA 21P
  • Provide subject matter technical expertise for meetings, presentations, inquiries and action item resolution

Experience For Site Financial Lead Resume

  • Track availability funding requirements, funding documents sent to performing activities and remaining funding for executions, advance planning, and other activities
  • Prepares funding requests based on requirements review and customer interface. Monitors funding requests until funding is received. Monitors expenditures to identify potential benchmark shortfalls
  • Resolve problem disbursements

List of Typical Skills For a Financial Lead Resume


Skills For Financial Lead Analyst Resume

  • Analytical, pays attention to detail and good at solving problems
  • Strong work ethic and taking responsibility for tasks
  • Finance experience in one or more of the following
  • Experience with Dell Financial Services
  • Review and validate monthly forecasts and annual businesses plans to support the ‘no surprises culture&#8217
  • Change management and project leadership experience
  • Experience with DoN financial tools, including Navy ERP, SCEC, STARS, COBRA, MISIL, DIFS, or SCIP

Skills For Financial Services Vertical Marketing Lead Resume

  • Experience with DoD ACAT I and II programs
  • Experience in team management would be valuable
  • Demonstrated attention to detail and ability to work independently when necessary
  • Demonstrated ability to guide and direct the activities of peers is required
  • Taking initiative and being proactive
  • Understanding of financial processes, procedures and internal controls
  • Billing and financials

Skills For Financial Transactions A / P Team Lead Resume

  • Responsible for updating and maintaining financial systems including exporting and importing of files into databases
  • Leading complex financial processes, including budget development, long-term planning and variance analysis
  • Draft Task Planning Sheets and Reallocation Notices. Draft funding documents to provide funding to other government activities and contractors
  • Establish working relationship with Demand to understand the Book of Work, including knowledge of the programs, their timing, and expense trajectories
  • Support the division’s FD to ensure adequate financial controls are in place and adhered to, creating an environment of timely accurate reporting
  • Review and present the businesses monthly results to the divisional management team including reporting packs to meet month end requirements
  • Focus on engaging with the business to optimise working capital management

Skills For VA ALM Operations Lead-brighthouse Financial Resume

  • Assist in pricing and scenario planning to ensure bids are properly priced
  • Support contracting and procurement functions, including recommendations for cost reasonableness
  • Engage and oversea the offshore and onshore teams (where appropriate) to develop the finance team driving improvements and efficiencies
  • Dedicated and committed to achieving goals
  • Develops and implements fiscal operating policies and procedures
  • Critical thinker with problem solving capability

Skills For Lead Technology Financial Analyst Resume

  • Utilize Enterprise Resource Planning (ERP) Database
  • Provides timely input to project database and reporting system
  • Perform year-to year and other occasional analyses as requested by Finance Managers and Europe CFO’s, Accounting and Audit Departments
  • Communication, reporting, and team interaction
  • Lead the development of clear and compelling summaries of complex financial matters
  • Manage monthly review of actual financial results and updated full year forecast, including communication at Director and Senior Director meetings

Skills For Financial Clearance Team Lead-sutter Shared Services Resume

  • Representative of NAM to GCT Finance for selected LOB’s, partnering to ensure all relevant issues are identified, communicated and managed appropriately
  • Lead analysis efforts and execution of deliverables and ad hoc requests by partnering with team members and other stakeholders
  • Oversee the organization and analysis of data from multiple sources to create ongoing metrics and analytics
  • Challenging deadlines in fast paced environment
  • Assists with budget preparation and financial planning processes
  • Provide financial support to the business unit’s leaders giving meaningful, value adding analysis on issues impacting the business both current and future
  • Implement and fully embed monthly project reviews

Skills For Financial Services Marketing Lead Resume

  • Manage a team of financial accountants
  • Alignment with the organization’s Values & Behaviors
  • Prepares reports of findings and recommendations to management
  • Develops, maintains, and establishes operational specifications for financial information systems considering such things as information flow, volume, and document format for data processing equipment
  • Defines and develops key performance indicators; analyzing and interpreting financial and operational performance, and tracks key operational objectives and strategic initiatives to improve efficiency and profitability
  • Analyzes financial information to produce forecasts of business, industry, and economic conditions for use in making financial decisions
  • Assembles spreadsheets and draw charts and graphs used to illustrate technical reports
  • Reviews and analyzes financial statements, and quarterly and annual financial data as well as preparation of internal management analyses

Skills For Technology Financial Lead Resume

  • Results Driven – A self-starter who takes initiative to address tough challenges or problems; works quickly and directly to resolve them
  • >10 years’ experience executing and/or leading digital marketing programs for digital agencies or client marketing organizations, with a strong focus on client acquisition and engagement, networking strategies, digital media, cross-channel campaign management, personalization, data management, and digital analytics
  • Experience with DoD acquisition processes, DoD program management, industry or government financial management, or industry or government business management
  • Assertive with ability to influence others
  • BCom Honours (preferential but not required)
  • Extensive knowledge of computer software, general ledger and financial systems. Strong PC literacy skills in a Windows environment with Microsoft Office products (Excel, Word, PowerPoint)
  • Thinks Strategically – Sets a technology direction and data management strategy that is aligned to the strategy of the company and to the informational needs of the functional areas of the business

Skills For Site Financial Lead Resume

  • Creates Partnerships – Authentically builds trusted relationships and collaborates across diverse and multi-functional teams to successfully drive business objectives
  • Differentiate Accenture from the competition and create a preference for Accenture in key APAC markets and at priority financial services clients
  • Help make Accenture famous for bringing innovation related to our capabilities in digital, cloud, cybersecurity, blockchain and artificial intelligence with clients, employees and recruits
  • Demonstrate our deep insights about industry/technology trends, and promote Accenture’s unique work and capabilities across our five Accenture businesses (Strategy, Consulting, Digital, Technology, Operations)
  • Qualified ACA / CIMA / ACCA with solid post-qualified experience from a complex, people based / professional services style environment

Skills For Financial Lead-gigafactory Resume

  • Work experience in a corporate Accounts Payable function required
  • Significant experience in the review and management of a project portfolio across multiple stakeholders
  • Help position Accenture as a relevant, sought after contributor to the financial services industry ecosystem / agenda
  • Oracle Financials or similar ERP exposure essential
  • Siebel CRM exposure beneficial
  • Credibility and gravitas to influence and shape the future direction of sustainable profitable growth
  • Ready to take on more responsibilities as job develops
  • Help Conduct financial forecasting and planning, including developing and maintaining the annual plan (budget) and managing the timely and accurate completion of financial plans and forecasts

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