Financial Services Senior Manager Resume Sample

4.8
16 votes
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Franco Stanton
8128 Kutch Islands,  New York,  NY
+1 (555) 525 0632

Work Experience


Financial Services Senior Manager
11/2017 - PRESENT
New York, NY
  • Provide project leadership by managing multiple EY engagement teams and client stakeholders
  • Obtain progress updates and risks from engagement teams and deliver risks to key stakeholders
  • Qualified Accountant (ACA/ACCA) with a number of years pqe
  • Excellent US GAAP & IFRS interpretation
  • Work with a dynamic and high achieving team
  • Manage team’s assessment of policies, procedures, governance, design and technology in relevant areas such as trade lifecycle, booking strategy / front office structure, Broker –Dealer operations, internal control environment, clearance and settlement, client onboarding, treasury operations, collateral management and regulatory regimes (CFTC, SEC, EMIR, FINMA, etc.)
  • Drive business development opportunities as well as support cross-selling of EY’s advisory services
IT Financial Services Senior Manager
02/2015 - 06/2017
Dallas, TX
  • Possess a valid Driver’s License in the United States
  • Strong skills in developing business cases and financial impact of the proposed initiatives on the client’s P&L
  • A valid driver’s license in the US and a valid passport required; willingness and ability to travel internationally
  • SAP BPC and BFC/SAP Insurance Finance packages (e.g. SAP Insurance Analyser)/Oracle eBusiness Suite/Oracle Essbase/Hyperion Planning
  • An accounting qualification (ACA, CMA, ACCA) applied in a financial institution
  • Use extensive knowledge of the client’s business/industry to identify technological developments and evaluate the impacts on the client’s business
  • Participate in cross functional projects and assist other functions with financial reporting and disclosure matters
  • Prepares ad hoc reports and analyses, as requested
  • Post-graduate qualifications in, commerce or risk management
Financial Services, Senior Manager
02/2008 - 08/2014
Houston, TX
  • Professional/ technical qualifications in risk management
  • Around 8+ years of related work experience
  • Around 6+ years of experience working in professional services, a third-party vendor or a financial services company
  • Expertise in business and technology architecture design
  • Proven experience in generating new business opportunities and project management
  • Experience in leading technology advisors through all phases of the technology life cycle
  • Advanced platform knowledge of Summit, Calypso, Murex, Wall Street Systems, Simcorp Dimension, Openlink Findur/Endur, Triplepoint or RightAngle

Education


Southwestern University
2003 - 2008
Bachelor's Degree in Accounting

Professional Skills


  • Display excellent communication and presentation skills
  • Practical experience within the financial services industry (either through secondments, working in-house or prior career)
  • Experience managing teams (virtual or cross-border) of 2-6+ people; and
  • Valid driver’s license in the US
  • A valid driver’s license in the US
  • Ensure that all economic impacts and business strategies are incorporated and properly reflected in the Regionals Business Plan and Rolling Estimate
  • Where there is an opportunity to be a market leader given the existing EY platform (both in terms of breadth and depth of expertise)

How to write Financial Services Senior Manager Resume

Financial Services Senior Manager role is responsible for insurance, design, reporting, architecture, trading, training, securities, finance, travel, financial.
To write great resume for financial services senior manager job, your resume must include:

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

Contact Information For Financial Services Senior Manager Resume

The section contact information is important in your financial services senior manager 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 Senior Manager Resume

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

Representative Financial Services Senior Manager resume experience can include:

  • Advanced experience in front, middle and back office trade flow, execution and enrichment, stress testing, order management, affirmation, confirmation, settlement and posting
  • Around 8 years of related work experience working with a public accounting firm, professional services firm, or within industry
  • Lead or support business development campaigns within the Banking and Insurance industries
  • CPA, CA, APRM, CIA, CFA, or CISA certification
  • Take personal responsibility for the quality of delivery
  • PQE

Education on a Financial Services Senior Manager Resume

Make sure to make education a priority on your financial services senior manager 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 senior manager 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 Senior Manager Resume

When listing skills on your financial services senior manager 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 senior manager skills:

  • Strong industry experience in Financial Services, including banking, insurance, and/or securities
  • Experience in generating new business opportunities and project management
  • Around 6+ years of public accounting experience
  • Around 6 years of related audit or applicable financial services business experience
  • Around 8 years of experience with financial services internal audit risk assessment and governance, risk and compliance (GRC) methodologies, tools and enablers
  • Demonstrated interest in a profession in Human Capital work through professional organizations, coursework, certifications, conference attendance, etc

List of Typical Skills For a Financial Services Senior Manager Resume

1

Skills For OCM Financial Services Senior Manager Resume

  • To support the Global EY team
  • A willingness to embrace a new challenge, in a non-traditional legal services environment
  • A dedication to client service and innovation
  • The Banking Consulting practice provides services to major banks around the globe and works in virtually all banking areas and competencies, including retail banking, mortgage, payments and wholesale banking
  • The Insurance Consulting practice provides support to major insurers around the globe and works in virtually all service areas and competencies. We provide strategic, operational, financial, and technology related advisory services to Life, P&C, Reinsurance and Insurance Brokerage firms
  • Managing clients and developing relationships with high-level personnel to drive transformational change in the way they deliver application testing services in their organizations and develop long-term relationships
2

Skills For IT Financial Services Senior Manager Resume

  • Leading proposals and building teams in order to develop and grow client business, cultivating and managing business development opportunities
  • Defining the test strategy, planning, implementing and quality assurance for large complex projects
  • Leading the growth of the practice by sharing your knowledge and developing engagement tools and enablers to build capability for the practice
  • The Securities Consulting practice provides support to major investment banks, brokerages and exchanges around the globe. The primary business activities of these clients include underwriting new stock and bond issues to the primary market, broker/dealer services exchanging securities in the secondary market, and settling securities trades, asset management and wealth management

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