Financial Management Associate Resume Sample

4.9
12 votes
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Elva Effertz
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Work Experience


Financial Management Associate
07/2015 - PRESENT
Detroit, MI
  • Motivated, high-potential performer, with demonstrated ability to influence and lead
  • Loves data analytics and telling the “number’s story
  • Able to solve complex problems and successfully manage ambiguity and unexpected change
  • Teachable and embracing of best practices and feedback as a means of continuous improvement
  • Financial Transformation -When financial executives face business events that drive an urgent need for finance transformation, our financial management consultants help clients respond with post-merger integration, core systems implementation, material business change and audit remediation or restatement consulting capabilities
  • Cost and Performance Management -To help finance functions operate efficiently and elevate strategic value to management, our financial management consultants provide cost and profitability analyses, finance process optimization, financial planning and analysis and financial benchmarking
  • Financial Operations -Our financial management consultants help improve finance operations through reporting and business intelligence, data analysis and reconciliation, policies and procedures and managed services and specialty accounting
  • Shared Services -Our financial management consultants help finance functions create efficiencies through updating and standardizing processes through shares services. We help organizations who are looking for guidance and consulting regarding shared service business models, managed service selection and centralizing finance operations
Financial Management Associate Manager Assistant Director
10/2012 - 01/2015
Chicago, IL
  • Good team player with ability to build strong relationships with key stakeholders. Capability to advise, ‘tell a story’ to build trust and motivate people
  • Confident, with a proven ability to team with, advise and challenge all levels of seniority
  • Demonstrate good listening skills and being connected and responsive to our clients and offering insight to identify areas of financial opportunity
  • Experience of presenting
  • Assess risk across portfolio’s, identify and surface key risks to revenue to Supervising FMA
  • Identify and communicate FA issues to the FMA Supervising Associate, FMA Manager, Assistant Director or Area Director of Finance as appropriate
  • Maintain multiple, executive-level relationships
  • Assess risk profile across portfolio’s, identify and surface key risks to revenue and shortfalls in revenue against planned measures at an engagement level
  • Ensure Engagements are compliant with the Firm’s Client and Engagement Acceptance policies
Client Financial Management Associate Manager
10/2008 - 05/2012
Los Angeles, CA
  • Strive to be a subject matter specialist on EY's Global Financial Information System (GFIS) engagement software, practices and policies
  • Prioritize tasks, to help achieve executive and EY objectives
  • Serve as a subject matter specialist on EY’s Global Financial Tools, practices and policies
  • Manage performance, personal development, coaching, counselling, issue resolution and training of individuals within the team
  • Review structure and balance of teams within the Service Lines and provide recommendations to the Head of Senior FMA. Support with recruitment needs
  • Motivate and inspire team members to achieve their full potential
  • Good team player with ability to build strong relationships with key stakeholders

Education


Western International University
2003 - 2007
Bachelor's Degree in Finance

Professional Skills


  • Exceptional customer service skills with ability to demonstrate good listening skills
  • Critical thinking and problem solving, advising on outcomes and exhibiting exceptional technical skills
  • Strong desire to do finance and accounting performance improvement management consulting work
  • Customer focused and responsive with good commercial acumen/strategic thinking and an excellent communicator - both written and verbal
  • Five years relevant job experience
  • Around two years’ experience in a client driven professional environment in a financial/business capacity
  • Working knowledge of business, finance and accounting fundamentals including U.S. Generally Accepted Accounting Principles (GAAP)

How to write Financial Management Associate Resume

Financial Management Associate role is responsible for powerpoint, finance, microsoft, outlook, government, reporting, security, listening, sharepoint, analysis.
To write great resume for financial management associate job, your resume must include:

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

Contact Information For Financial Management Associate Resume

The section contact information is important in your financial management associate 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 Management Associate Resume

The section work experience is an essential part of your financial management associate 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 management associate 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 management associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Financial Management Associate resume experience can include:

  • Support client partners and engagement managers in the effective financial management of the external client engagements by ensuring that they have accurate, timely and relevant engagement financial information
  • Exhibit a good understanding of how targets are calculated
  • Assisting in the project costing model
  • Forecasting monthly and working with Project Managers to ensure the accuracy of the forecast and work with the team to escalate issues
  • Analyzing unbilled and billed inventory
  • Ensuring Engagement Realization Percentage (ERP) has been rigorously reviewed and accurately reflects reality

Education on a Financial Management Associate Resume

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

When listing skills on your financial management associate 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 management associate skills:

  • Managing the billing process including the preparing of fee notes on an engagement for client
  • Assessing risk across portfolio’s identify and surface key risks to revenue to Supervising FMA
  • Provide full support and data services to client serving personnel: in structuring and monitoring engagement economics namely
  • Drive the working capital performance of your group by devising both short and long term initiatives to achieve long term success
  • Occasional traveling requirements within North America
  • Exhibit a sound understanding of how targets are calculated

List of Typical Skills For a Financial Management Associate Resume

1

Skills For Financial Management Associate Manager Assistant Director Resume

  • Strong interpersonal/communications skills, the
  • Be a motivated, high-potential performers who demonstrate the ability to influence and effectively lead others to achieve business results
  • 3-5+ yrs of demonstrated work experience in one or more of the above rotational assignments
  • Strong proficiency with Microsoft Excel and Word programs, with an ability to learn new applications quickly; SAP
  • Reviewing of Collections where applicable
2

Skills For Ey-supervising Financial Management Associate Resume

  • Ensure the Business understand their targets, what is required to achieve them and the impact of not achieving
  • Have an impact on how we engage with our clients to increase engagement profitability and improve our working capital
  • Monitor internal process for dealing with write-offs; ensure the correct approval and sign off is gained
  • Advise our teams how to engage with their clients to optimise both engagement margin and working capital
  • Performs analysis of inventory balances. Monitors overall inventory levels and aging, and reports findings to the CSE and Director of Finance
3

Skills For Client Financial Management Associate Manager Resume

  • Process adjustments to revenue based on regular discussions with the CSEs and expert understanding of our internal systems
  • Schedule appropriate logistics including virtual teleconference (VTC) and teleconferences
  • Help train other FMAs, as well as client-serving executives (CSE)
  • Occasional travel to India
  • Provide relevant and timely working capital management information to your key stakeholders, including gap and trend analysis to effectively influence continuous performance improvement within your portfolio
  • Surface and identify risks and issues to realisation rates, write-offs and performance against budgeted ERPs and all planned measures
  • Challenge Engagement teams on write downs and performance against ERPs
  • Escalate significant financial impacts on material engagements to the Senior FMA
4

Skills For Financial Management Associate Senior Associate Resume

  • Initiate process improvements across UK&I considering consistency across sub service lines/service lines whilst understanding the nuances of the different areas
  • Have an impact on how we engage with our clients to increase engagement margin and improve our working capital
  • Make an impact through your involvement in additional ad hoc projects
  • Owning the working capital agenda for the account – maintaining good awareness of the sales pipeline; ensuring correct policies and processes are applied on engagement set-up; and monitoring inventory across the account to identify risks
  • Experience in a financial reporting and analysis capacity
  • Acting as a role model to junior team members and providing on the job coaching
  • Review and monitor WIP and variance analysis across your portfolio to identify risk and provide key stakeholders with up to date details on potential exposure to revenue and debtors
5

Skills For Ey-financial Management Associate Resume

  • MBA, Graduating in December 2013 – June 2014
  • Interest to work cross functionally throughout different finance and accounting processes within an organization
  • Build relationships and collaborate with associates at all levels of the Company
  • Strong desire to do finance and accounting performance improvement management consulting work Interest to work cross functionally throughout different finance and accounting processes within an organization
  • The ability to think on your feet, use initiative and judgement to make informed decision
  • Challenge and advice to ensure that issues are surfaced, appropriate actions are taken and that best practice and policies are complied with
  • Monitor reports and challenge KPIs against planned measures
6

Skills For Asia Financial Management Associate Resume

  • Ensure engagement metrics are updated on a timely basis
  • Assist in preparation and review of internal and external documents, presentations, and correspondence for supporting Federal staff to include Broad Agency Announcements and solicitations
  • Ensure performer monthly and quarterly reports and other deliverables are received
  • Assist in the creation, maintenance, and updating project programmatic documents, (i.e., Broad Agency Announcement and solicitations), and maintenance of project document archives
  • Review and draft program documents as needed
7

Skills For Uki-financial Management Associate Resume

  • Schedule and arrange meetings locally and offsite to support interagency and programmatic coordination
  • Serve as liaison to other Program Offices on related subject matters
  • Develops & models project financials in line with APPS NA Financial KPIs. The FMA works closely with the client-serving executives to price the projects and to develop the project budgets
  • Monitors account/project economic measures analyzing budget and forecast to actuals
  • Perform Month end close activities including: posting Journal entries, month end reconciliations, forecast vs actuals analysis, contribution margin analysis and other ad-hoc monthly reporting
  • Determines the billing and collections best practices for each account/project based on contractual and delivery framework. Streamlines and standardizes the billing and collections processes in order to minimize aging AR and zero aging WIP. Performs analysis of inventory balances
  • Establishes and maintains Account/project records and information
8

Skills For Gf-financial Management Associate Resume

  • Conduct Market Unit Performance Review with Sector and Capability Leaders on a monthly basis and provide inputs for improving Financial position of the respective units
  • Assist Controller in special projects / ad-hoc reporting / preparation of dashboards as needed
  • Engages in Special Projects/Ad-hoc requests. The FMA gathers and interprets data and provides analysis upon request

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