Financial Services Office Resume Sample

4.6
28 votes

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Wanda Thiel
8383 Nikolaus Corner,  Detroit, MI
+1 (555) 345 7014

Work Experience


Senior Financial Services Office Technology Consulting
03/2017 - PRESENT
Phoenix, AZ
  • Drives results oriented IT transformations, aligning business and IT objectives to meet the common goal
  • Advises on large scale and global technical programs and implementations, overseeing end-to-end plan creation, dependency and risk management, resource management, etc
  • Assesses and establishes program management offices
  • Sets up governance models
  • Establishes and optimizes the IT portfolio
  • Executes on sourcing projects
  • Performs IT pre-deal due diligence for merger and acquisitions (M&A), confirming the technological capabilities for consideration in the deal
  • Integrates technology platforms in the post-M&A environment
  • Communicates requirements and other information to clients including Title exceptions
Financial Services Office
04/2013 - 10/2016
New York, NY
  • Credit policy development and enhancement
  • Credit risk measurement (asset and portfolio levels)
  • Credit risk mitigation
  • Credit risk portfolio management packages including Algorithmics, SunGard Adaptiv, CreditManager, Moody’s KMV and SAS
  • Familiarity with key regulatory issues facing the industry and the associated impacts on the capital markets and financial institution’s operations
  • An active US CPA certification or foreign equivalent(Chartered Accountant or Chartered Certified Accountant)
  • Credit lifecycle within a commercial bank
Financial Services Office Assistant
10/2008 - 12/2012
San Francisco, CA
  • Play a role in coordinating the pursuit/engagement team’s response to client queries or other requests
  • A valid driver’s license in the US and a valid passport required; willingness and ability to travel internationally
  • Understand EY and its service lines and be able to provide a holistic view of the firm’s services to address client needs
  • Architect, build, and deliver complex solutions leveraging industry leading practices and customization based on a clients’ environment and operational capabilities
  • Understand the client’s industry and recognize key performance drivers, business trends and industry developments
  • Lead engagement teams in conducting complex, strategic analyses of our client’s IT organizations, operating models, processes, applications and infrastructure and formulating strategic recommendations and roadmaps to improve our client’s IT operations
  • Dual rating methodologies (including Probability of Default and Loss Given Default estimation)
  • Loan loss reserve methodologies
  • Credit grading system validation

Education


Lindenwood University - Belleville Campus
2003 - 2007
Bachelor's Degree in Accounting

Professional Skills


  • Audit experience with a public accounting firm, with a background in either ERISA-regulated employee benefit plan audits
  • Funds Transfer Pricing, Asset Liability Mismatch (ALM), modeling, Data (time series, yield curve development)
  • Economic capital and RAPM
  • Competitive and regulatory drivers for credit risk management
  • Integration of economic capital into performance measurement frameworks (e.g. Risk Adjusted Return on Capital (RAROC), Shareholder Value Added (SVA)
  • Current industry and regulatory issues (Basel II)
  • Knowledge of credit and market risk software (e.g. KMV, Credit Manager, Risk Manager)

How to write Financial Services Office Resume

Financial Services Office role is responsible for travel, credit, communications, brokerage, engineering, consulting, analysis, cpa, accounting, marketing.
To write great resume for financial services office job, your resume must include:

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

Contact Information For Financial Services Office Resume

The section contact information is important in your financial services office 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 Services Office Resume

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

Education on a Financial Services Office Resume

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

When listing skills on your financial services office 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 services office skills:

  • MS Project, VB, C++, SAS, Bloomberg

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