Financial Operations Resume Sample

5.0
19 votes
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Victor Crist
876 Florine Road,  Boston,  MA
+1 (555) 346 8435

Work Experience


Financial Operations Specialist
10/2015 - PRESENT
Detroit, MI
  • Leads Positively:Leads by example to cultivate a climate of motivation, positive energy and meaning in work. Assesses, selects, recognizes, develops, and empowers diverse talent
  • In a professional, fast paced, corporate environment, preferably in the financial services industry
  • Be an active member of the management team by engaging in company issues, actively learning about the petroleum industry and gaining a working understanding of the company’s business operations
  • Investigate individual aged un-invoiced receipts over 120 days. For open GR that can’t be resolved, develop list of recommended write-offs and send for approval
  • Travel requirements based on business need
  • Provide input into team members’ compensation, hire/performance improvement/fire decisions, promotions
  • Develops the financial team to support the company’s financial requirements
Financial Operations Coordinator
10/2009 - 07/2015
Boston, MA
  • Experience developing and managing (reporting, financial and contract management, and compliance) $20 - $30 million, multi-year, international development cooperative agreements, grants, and the like
  • Strong understanding of USAID policies and procedures, as well as experience managing grants from foundations and other government and multilateral agencies
  • Significant experience developing funding proposals
  • Extensive training as a manager, adept at dealing with budgeting, HR and IT issues
  • Knowledge of the financial management systems and practices
  • Effective management, negotiation, analytical problem solving, and interpersonal skills
  • Cultural sensitivity, strong service orientation, and commitment to teamwork
  • Excellent computer, organizational, interpersonal, and English language writing and speaking skills
  • Familiarity with common office productivity, financial software and email
Financial Operations Assistant
05/2003 - 06/2009
Houston, TX
  • Leading and developing a team of approximately 70 associates, including 5 direct reports by providing routine coaching sessions and career building opportunities
  • Coordinating and managing the day to day operations and adjusting as demand warrants to ensure timely and accurate completion of all department initiatives
  • Ensuring volume of work produced meets production standards and exceeds quality standards
  • Identifying trends, conducting business analysis and reporting results to senior leadership
  • Assisting with several strategic billing related initiatives, process redesigns, and the development of various control and regulatory policies and procedures
  • Maintaining working knowledge of the end-to-end customer experience
  • Develops and manages the Institute’s annual budget of $8M - $10M from multiple funding sources
  • Leads the Institute’s operations team, which includes finance, human resources and IT responsibilities

Education


University of Mount Union
1998 - 2002
Bachelor's Degree in Accounting

Professional Skills


  • Strong consulting and problem solving skills. Demonstrated ability to develop ccomprehensive solutions that are effective, compliant, and scalable
  • Team player with proven motivational and organizational ability with strong forward planning skills
  • Strong time management skills, balancing multiple priorities
  • Demonstrates strong skills in Microsoft Office including excel and database management
  • Demonstrated strong problem-solving skills/reconciliation
  • Two (2) years management experience where skills have been practiced and proven
  • Strong attention to detail, and excellent written and oral communication skills

How to write Financial Operations Resume

Financial Operations role is responsible for analytical, excel, microsoft, basic, organizational, interpersonal, software, financial, accounting, english.
To write great resume for financial operations job, your resume must include:

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

Contact Information For Financial Operations Resume

The section contact information is important in your financial operations 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 Operations Resume

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

Representative Financial Operations resume experience can include:

  • Excellent skills in complex analytic problem solving, strategic planning, program development, project management, change management and group process
  • Strong oral, written and formal presentation skills including ability to communicate complex financial issues in a simple way
  • Solid computer skills including Word, Excel: E-mail & Internet Based Technology
  • Demonstrated ability to make decisions consistently that effectively balances the administration of policy with rational, logical customer centric servicing
  • Strong problem resolution skills and understanding of when to escalate a matter
  • Solid verbal and written communication, as well as, math skills

Education on a Financial Operations Resume

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

When listing skills on your financial operations 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 operations skills:

  • Demonstrated verbal and written communication skills for safe and effective patient care and meeting documentation standards
  • Two years management experience where skills have been practiced and proven
  • Demonstrated ability to effectively build strong relationships and communicate at all levels; verbally and in writing, both internally and externally
  • Proficient English language written and verbal communication skills and interpersonal skills
  • Outstanding interpersonal skills with experience in developing, mentoring and creating a team environment
  • Strong numeric skills with a basic understanding of Finance processes and accounting concepts

List of Typical Experience For a Financial Operations Resume

1

Experience For Financial Operations Specialist Resume

  • Very good communication skills and ability to work within the team
  • Effective project and process management skills
  • Team player, good communication and interpersonal skills
  • Excellent communication skills (written and verbal) and ability to present information to senior management
  • Experience of progressively responsible experience in an accounting or finance environment
  • Experience accounting/finance/contracts and 404 compliance work complete with supervisory experience
  • Ten years of progressive experience in a senior level finance position with demonstrated leadership
  • Validating and reconciling data among different internal systems
  • Experience managing projects and driving change in a demanding fast paced business environment
2

Experience For Director of Financial Operations Resume

  • Strong communication, both verbally and in writing,
  • Inter-company accounting experience required
  • Proficiency with MS Office applications and the ability to demonstrate knowledge working with spreadsheets (Excel)
  • Strong knowledge of the staffing and related industries
  • Staffing Industry or related experience
3

Experience For Financial Operations Associate Resume

  • Experience using Intelligent Office or other back office systems
  • Excellent attention to detail and commitment to delivering output to the highest standard
  • Experience in working in a complex process environment required
  • Maintain an active, effective working relationship, well-defined workflow, and open communication with internal teams in each department
  • Payroll or customer service experience
  • Demonstrated ability to recommend process improvements & efficiencies
  • Progressive experience
4

Experience For Financial Operations Coordinator Resume

  • Experience with implementation/operation of PeopleSoft and/or similar ERP’s
  • Experience in data analysis, reporting and reconciliation tasks
  • Experience in Financial Management
  • Attention to detail in a fast-paced, high-volume work environment, and the ability to manage and prioritize multiple projects simultaneously to achieve results
  • Relavent work experience
  • Strong background in commercial analysis in the short, medium and long term
5

Experience For Director, Financial Operations Resume

  • Previous supervisory experience required (including large clerical/non-exempt staff)
  • Research, cleanse and validate corporate action notifications from various vendors based on events in individual work queues
  • Research and validate all event cancellations
  • Are ready tocommunicate and cooperatewith our external partners
  • Strong process & control orientation to enable delivery of quality output within short deadlines
6

Experience For Manager of Financial Operations Resume

  • Demonstrate personal accountability and dedication for area of responsibility
  • Investment Operations support experience
  • Experience in Financial Operations or comparable analytical and numerical role is highly desirable
  • Analytical or Numerical educational experience is highly desirable
  • Experience in Financial/Management accounts preparation in busy team is essential
7

Experience For Financial Operations Accountant Resume

  • Some experience with ERP would be advantageous
  • Experience with cash reconciliations
  • Three years of direct supervisory experience
  • Retrieving and processing Patient-Centered Medical Home (PCMH) files from the state, reconciliation with core systems, and payment processing
  • Working with central accounting to provide information for timely and accurate monthly financial close and customer invoicing
  • Building and maintaining client relationships, and serving as a liaison between clients and other third parties
8

Experience For Financial Operations Assistant Resume

  • Supporting thebilling processes and accounting tasks
  • Providing clearing services for various B2B service lines (Roaming, IoT, Enterprise)
  • Monitoring and tracking medically fragile child population
  • Ongoing support and training of new vendor setup and PO processes for internal stakeholders
  • Establishing and leading monthly financial variance reviews with operational leaders to ensure financial discipline
9

Experience For Financial Operations Representative Resume

  • Preparing monthly closing entries in Vodafone’s SAP system
  • Working closely with the SCA Development Team to pull through acquisitions and joint venture partnerships across the region
  • Reporting to track volume, errors and other metrics
  • Rotating 7:45-8:00 & 8:45-5:00 and a permanent backup for the 10:00-6:00 shift
  • Providing superior customer support
  • Contributing to Division or Firm process improvement activities
  • Managing all strategic and day-to-day financial aspects of the Region
10

Experience For Merchant Services Financial Operations Team Lead Resume

  • Working closely with the SCA Development Team to pull through of acquisitions and joint venture partnerships on a regional basis
  • Using knowledge of Surety operations and customers, analyze and reconcile agent accounts. Ensure all transactions are documented in the appropriate system
  • Addressing cash / position / Market Value reconciliation exceptions
  • Processing of credit card payments
  • Clearing of AP account for credit cards
  • Tracking of all T&E related issues and errors as part of service standard requirements

List of Typical Skills For a Financial Operations Resume

1

Skills For Financial Operations Specialist Resume

  • Strong systems skills with good knowledge of Excel functionality (L2 intermediate)
  • Excellent contracts and pricing negotiations skills in the following areas
  • Strong process-oriented mindset, analytical and problem-solving skills
  • Good written and verbal communication skills particularly in a client facing environment
  • Strong ability to work independently; problem solving and analytical skills
  • Possess a positive work attitude with strong leadership skills while working in a team environment
  • Strong PC skills utilizing Microsoft Office suite, in particular Excel
2

Skills For Director of Financial Operations Resume

  • Strong numerical skills and attention to detail
  • Strong communication and administration skills is essential
  • Strong attention to detail and analytical skills are essential
  • Strong problem solving and communication skills (verbal and written) with an emphasis on customer service
  • Strong organizational, multi-tasking skills and the ability to follow through on tasks
  • Excellent grammar, proofreading and oral / written communication skills
  • Excellent administrative writing and verbal skills
  • Strong interpersonal, communication, and organization skills
  • Excellent proactive communication skills with ability to interact with all levels of staff and management
3

Skills For Financial Operations Associate Resume

  • Oracle ERP; Advanced Excel Skills; SQL reporting/data management
  • Proven experience leading major system implementations and business process re-design initiatives
  • Demonstrated experience in grant budgeting and grant management
  • Computer proficiency and software skills (Word, Excel, Outlook)
  • Microsoft Office skills, managing processes, organization, analyzing information
  • Demonstrated experience with providing outstanding, prompt customer service
4

Skills For Financial Operations Coordinator Resume

  • Relevant work experience, including proven leadership competency
  • Robust project management and problem solving skills
  • Exceptional organizational skills, highly attentive to detail and able to perform tasks,
  • Demonstrated, progressively responsible, strategic, financial leadership/management experience
  • Proven ability to coordinate multiple deadlines and priorities within a fast-paced environment
  • Communicates effectively with teammates, collaborates to solve problems and raises issues and concerns
  • Interacts effectively with external vendors and internal customers to resolve office and payment problems
  • Results orientated with ability to effectively handle multiple tasks/work responsibilities at the same time
5

Skills For Director, Financial Operations Resume

  • Checking, validations & filings of monthly, quarterly & annual corporate tax filings
  • Experience using UHC core systems and creating reporting using Smart data warehouse
  • Monitors and validations of petty cash transactions including conducting actual cash counting
  • Five years of experience researching, analyzing and/or reporting information related to specific area of assignment
  • Experience in auditing business records and transactions concerning financial status and operating procedure
  • Experience coordinating, troubleshooting and responding to customer service requests
  • Establish good understanding of the end-to-end Real Estate process working closely with the relevant parties in other departments and operating companies
6

Skills For Manager of Financial Operations Resume

  • Frequently operate a computer and other office equipment including typing and keying
  • Good understanding of people management with specific emphasis on motivation and team building
  • Maintains an expertise in MSP, Consulting, IC Compliance, Payroll and SOW service lines to enable effective pricing and contracts negotiations
  • Validate XSPertise Operating Memo for completeness and usability in training
  • Significant experience analyzing data and developing strategic initiatives based on trends
  • Experience in presenting and communicating to key business owners
  • Proven examples of displaying the Nova values: Passion, Caring, Trustworthy, Collaborative, Respectful, and Accountable
7

Skills For Financial Operations Accountant Resume

  • Data Base experience requires monitoring and reporting program financials
  • Work experience in accounting, banking or other related financial operations required
  • Flex with shifting priorities
  • Strong understanding of internal controls and processes
  • Good working knowledge of Excel is highly desirable
  • Previous experience using Oracle and SAGE is beneficial, but not essential
  • Meet deadlines and manage conflicting priorities
  • Work collaboratively and develop strong relationships other teams (Financial Reporting, Business, IT, etc.)
8

Skills For Financial Operations Assistant Resume

  • Experience working in the financial services industry, preferably from a buy-side middle/back office environment
  • Determine what good looks like for BD individuals globally in terms of number of deals being managed and GP return per individual
  • Lead and support Cost estimating function to ensure effective bid and proposal process
  • Makes recommendations to management on financial performance projections using financial and business knowledge and experience
  • Focuses on cross prioritization that collectively accelerates business transformation, relying on optimization of systems, processes, and transformation
9

Skills For Financial Operations Representative Resume

  • International accounting experience highly desired
  • Search through various electronic sources (e.g., financial web sites, data vendors, offering circulars, prospectuses) to validate events
  • Experienced in foreign currency, revaluation and translation processing required
  • Manufacturing experience
  • Experience managing capability risks and opportunities
  • · More than 3 years of experience in Finance or Accounting
10

Skills For Merchant Services Financial Operations Team Lead Resume

  • Experience in leading teams and/or projects
  • Combined work experience in finance or accounting in healthcare
  • Finance/Accounting experience is an advantage
  • Accounts Receivable or Accounting experience
  • Experience in a university or college setting
  • Basic experience with analyzing metrics
  • Ten years of relevant experience in a combination of finance and accounting
  • Handle multiple, sometimes competing priorities
  • Strong follow-through and adaptability to changing circumstances

List of Typical Responsibilities For a Financial Operations Resume

1

Responsibilities For Financial Operations Specialist Resume

  • Excellent written and verbal communication skills, necessary for interactions with internal and external parties at various levels
  • Communicate effectively in written and verbal form with all internal and external customers in a professional and effective manner
  • Demonstrated ability working effectively with managers, staff, other department personnel, and external organizations in a cooperative and professional manner
  • Excellent verbal, written and communications skills are essential
  • Excellent time management skills and meticulous attention to detail
  • Demonstrated strong knowledge of and experience in using the Funds Management Module of TPro
  • Demonstrated ability to apply new knowledge and skills to improve work quality and efficiency
  • Strong analyses and MS Excel skills required
  • Team player with a strong communication skills
2

Responsibilities For Director of Financial Operations Resume

  • Time management skills and adherence to deadlines
  • Effectively navigate complex business environment with multiple stakeholder groups
  • Demonstrated experience in ERP system, preferably SAP ECC
  • Language skills: English fluent written and spoken
  • Experience with Interqual and/or Milliman care guidelines and working knowledge of CPT/HCPCS and ICD coding
3

Responsibilities For Financial Operations Associate Resume

  • Demonstrated track record of leading project teams and developing new business opportunities and proposals
  • Direct the department’s training requirements and ensure training is provided to maximize team member effectiveness and efficiency
  • Responsible for continuing to implement operationally effective and efficient processes and controls
  • Experience in banking, particularly in operations,
  • Very Good knowledge of accounting as well as knowledge of capital market instruments,
  • Excellent organizational and planning ability,
  • Manage multiple activities and changing priorities,
  • Opportunity to gain experience about clearing processes
  • Works directly with the leadership team of directors to assess effective financial operations and implement process improvements to improve financial results
4

Responsibilities For Financial Operations Coordinator Resume

  • Strong proficiency in Microsoft Office, particularly in Word and Excel required
  • Overall business experience
  • Two years’ experience in a professional office such as an educational environment or a law firm and/or customer service environment
  • Six months financial experience
  • Experience managing a Billing Operations Center
  • Ten years’ experience in financial operations with increasing levels of responsibility
5

Responsibilities For Director, Financial Operations Resume

  • Experience in accounting or Accounts Payable area is a huge advantage
  • Related experience; 5 years in a university setting
  • Forward-thinking and self-motivated individual with proven ability to work independently and collaboratively as needed
  • Experience from the investment banking industry
  • Demonstrated ability to develop new insights into situations and develop new procedures when existing methods are inapplicable
  • Goal driven and strong work ethic
  • Financial operations experience gained within an Accounts Receivable environment is highly desirable
6

Responsibilities For Manager of Financial Operations Resume

  • Experience in the preparation of working schedules required to complete statutory reports including FBT, BAS and Payroll tax returns
  • Experience with Month-end close and Reconciliations
  • Big 4 experience or equivalent
  • Strong SAT and/or GMAT score
  • Mortgage/loans experience is helpful
  • Establish priorities and make sure they are met
7

Responsibilities For Financial Operations Accountant Resume

  • Work experience in credit/collections
  • Managing AP (invoice tracking, coding, scanning, and filing; expense report reviewing, approving, and mailing)
  • Assisting in creating and maintaining financial reports using company operating and financial systems
  • Maintaining billing processes for contractual agreements with collaborating organizations
  • Assisting in creating new financial reports utilizing BI tools or current operation systems
  • Compiling and analyzing accounting and operational information
  • Speaking with authority on behalf of the Operations Leader and representing him/her at health system, partnership or board meetings,
  • Speaking with authority on behalf of the Operations Leader and representing him/her at health system, partnership, or board meetings
8

Responsibilities For Financial Operations Assistant Resume

  • Working knowledge of PC with proficiency in MS Windows software, Word and Excel spreadsheet applications required
  • Interacting with various departments to update and or resolve adjustments on customer contracts and leases
  • Participating on operational implementation of external large transactions (e.g business shifts)
  • Managing clients’ middle and back office support services
  • Proposing weekly payment runs for Fitters payments
9

Responsibilities For Financial Operations Representative Resume

  • Clarifying datawith our internal and external partners
  • Ensuring correctnessof bank and contact details
  • Speaking with authority on behalf of the RVP of Operations and representing him/her at health system, partnership or board meetings,
  • Coordinate the forecasting and budgeting activities for business units including data gathering, analysis and reporting
  • To oversee administrative tasks including but not limited to general correspondence, scheduling, filing, scanning, record keeping, and some event coordination
  • Administer new account opening/closing or transfer processes including initial booking and reconciliation of assets in a timely and accurate manner
  • Prepares and submits reconciliation reports on all sponsored activity accounts including Training Grants to Research Accounting for reporting to Sponsor
10

Responsibilities For Merchant Services Financial Operations Team Lead Resume

  • Deal with the commercial team in analysing and measuring marketing campaigns’ impactfrom a financial perspective
  • Responsible for accurately monitoring individual account team’s budgets on a monthly basis and providing updates to teams on how account is tracking
  • Supervise the payroll and bursar’s office staff (hiring, training, performance management, evaluation and mentoring)
  • Complete training of new staff in positions relating to Financial Operations functions, ensuring that all polices and procedures are maintained
  • Leads the financial reporting strategy for the NA business ensuring a high level of accuracy in reporting
  • Create operational and M&A modeling; capital expenditure planning and financing
  • Responsible for posting cash, dealing with queries and issues relating to Cash application
  • Provide coaching and mentoring to the group and identify training needs and opportunities

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