Financial Specialist Resume Sample

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Josh Stamm
394 Rippin Plains,  Houston, TX
+1 (555) 529 9802

Work Experience

Financial Specialist
08/2016 - PRESENT
New York, NY
  • Collaborates in the development of the business’ strategies and objectives along with the Financial Leader
  • Worker’s Comp Law Specialist
  • Demonstrated ability to effectively analyze data to identify and solve problems/issues
  • A general working knowledge of the Associations’ credit policies, procedures, standards, credit extension and administration processes
  • Basic knowledge of financial principles and their application to credit delivery
  • Work independently with minimal supervision and direction
  • Appropriately handle highly confidential materials
  • Strong and professional customer service skills
  • Initiate, organize, and prioritize work
Financial Specialist Associate
09/2010 - 05/2016
Boston, MA
  • Work effectively in a team environment and demonstrate team-building attitude and skills
  • Use credit-related computer systems and software applications (AgriLytic, Agrinomics, AgPriority Tools, PinPoint, Relationship, etc.)
  • Limited overnight travel and irregular hours required as needed
  • Establish and maintains chart of accounts elements in eCAPS
  • Collaborates with bureau staff assistants to determine their expenditure and revenue reporting needs
  • Collaborates with the budget analysts and staff assistants to ensure appropriate coding of encumbrance documents using eCAPS chart of account elements
  • Ensure all encumbrance documents have the appropriate eCAPS chart of account elements
Academic Financial Specialist
06/2007 - 07/2010
Houston, TX
  • Prepare journal vouchers to ensure the coding of expenditures to the appropriate eCAPS chart of account elements
  • Develops recommendations for meeting reporting needs via the implementation of eCAPS chart of account elements
  • Evaluates financial data and prepares regular management reports based on the eCAPS chart of account elements
  • Dispenses each individual’s routine expense and personal spending money as deemed by the individual’s money management plan
  • One year of accounting or related experience
  • Excellent verbal, written, communication and leadership skills
  • Previous experience working with individuals with intellectual disabilities and other complex needs
  • Current driver's license, car registration and auto insurance; reliable transportation for on the job use
  • Excellent verbal, written, and communication


Southern New Hampshire University - Portsmouth Campus
2003 - 2007
Bachelor's Degree in Accounting

Professional Skills

  • Evidence of strong interpersonal skills including effective communication skills
  • Strong organizational skills, with the ability to effectively prioritize projects
  • Demonstrated experience and skills in project management and project monitoring
  • Strong interpersonal and teamwork skills and the ability to present information clearly and effectively
  • Strong organizational and prioritization skills
  • Excellent command of spoken and written English grammar, spelling, punctuation, including excellent proofing skills are required
  • Demonstrate strong interpersonal and communication skills

How to write Financial Specialist Resume

Financial Specialist role is responsible for organizational, analytical, interpersonal, financial, microsoft, accounting, excel, computer, customer, leadership.
To write great resume for financial specialist job, your resume must include:

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

Contact Information For Financial Specialist Resume

The section contact information is important in your financial specialist 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 Specialist Resume

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

  • Demonstrate effective problem-solving and critical thinking skills
  • Strong Microsoft Excel and Access skills. Considerable experience with Windows computer environment and proficiency with other Microsoft Office applications
  • General computer skills necessary to work effectively in an office enivornment
  • Proven leadership skills with at least four years of professional-level finance or business administration experience in revenue management and collection
  • Demonstrate accounting skills in completing periodic settlements, processing journal entries and providing billed versus paid audits as required
  • Excellent organizational, verbal and written communication skills, including spelling and correct grammatical structure

Education on a Financial Specialist Resume

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

When listing skills on your financial specialist 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 specialist skills:

  • Strong analytical, written, and oral communication skills needed to effectively interact with executive management, department heads, and business partners
  • Experience and strong problem-solving skills to work independently, prioritize workload, handle pressure and meet deadlines
  • Skill in effectively planning, prioritizing and implementing financial management requirements to fulfill organizational requirements
  • Experience working effectively in a fast-paced environment subject to tight deadlines and quickly changing priorities
  • Strong project management skills with the ability to set priorities and meet deadlines
  • Excellent, demonstrated interpersonal skills

List of Typical Experience For a Financial Specialist Resume


Experience For Financial Specialist Associate Resume

  • Strong problem solving, presentation and analytical skills
  • General MS Office experience, Advanced Excel skills
  • Demonstrated computer skills in Microsoft applications for database management using electronic spreadsheets
  • Prioritize tasks and utilize front-line decision-making skills to problem solve
  • Communicates effectively with senior management; demonstrates a high-level of professionalism; inspires confidence and credibility
  • Effectively manage a comprehensive book of business comprised of varying financial arrangements
  • Strong communicator, an effective team member with the ability to work a autonomously
  • Serving as the first point of contact for the department (for all levels-students, staff, faculty, chairs, etc.) by providing excellent customer service

Experience For Financial Specialist Senior Resume

  • Supervising and training experience of staff
  • Ensuring CPT/HCPCS code changes are implemented by the effective date
  • Monitoring the District budget to ensure funds are obligated and spent in a timely and effective manner
  • Analyzing the District procedures to identify more efficient and effective methods for accomplishing program objectives
  • Experience in managing demanding deadlines, changing requirements, and working with imperfect information
  • Experience analyzing, comparing, evaluating and recommending financial/budget courses of action
  • Knowledge of accrual accounting including experience preparing and processing monthly accrual journal entries and accounts payable corrections

Experience For Academic Financial Specialist Resume

  • Experience analyzing, managing, monitoring, and tracking funds in automated financial information systems
  • One year of accounting experience with 18 quarter or 12 semester hours of accounting, auditing or budgeting courses
  • Knowledge, understanding, and experience in business, pharmacy, billing, finance or accounting
  • Advanced, hands-on experience manipulating, organizing and presenting large data sets in Excel or similar tool
  • Demonstrated knowledge of accounting, budgeting and forecasting principles as well as inventory management
  • Develop a process to assess investment initiatives globally, including ongoing prioritization and post-investment tracking

Experience For Senior Financial Specialist Resume

  • Experience processing purchasing requests and reconciling travel documents
  • Demonstrated knowledge of University of Michigan policies and procedures, budgeting and accounting systems, and federal funding guidelines
  • Good command of both English and Chinese in reading, writing and speaking
  • Healthcare billing experience working with CPT and ICD (coding and CCI edits)
  • Experience working with assest related accounting and reporting practices
  • Experience providing guidance to management on resource planning, programming and financial matters
  • Demonstrated ability to deliver on operational objectives in the areas of planning, finance, metric setting, and leading continuous operational improvement
  • Experience researching and compiling financial information and preparing summaries and reports in Excel
  • Handle competing issues of different priority, being organized, detailed oriented, methodical and keeping confidentiality in all matters

Experience For Administrative Financial Specialist Resume

  • Work independently, managing multiple tasks and changing priorities
  • Experience of working in a fast moving and multi–cultural environment
  • Experience with preparing and reporting data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions
  • Previous experience in fund accounting/financial planning
  • Previous working experience in higher education in accounting or finance
  • Experience working for a large company in a fast paste environment including complex international transactions
  • Previous experience working in higher education accounting or finance

Experience For Business & Financial Specialist Resume

  • Experience working with financial reporting tools such as the Oracle Hyperion Financial Suite
  • Demonstrate knowledge of accounting and budgeting practices and principles
  • Experience with budget development and monitoring within government setting
  • Experience managing finances for grant reporting and management purposes
  • Experience producing and presenting statistical reports for programs and operational budgets

Experience For EE Financial Specialist Resume

  • Experience working in a Finance or Accounting department. Open to College Graduates
  • Demonstrated working knowledge of General Accepted Accounting Principles (GAAP)
  • Experience in working with ADB/WB/JICA or any multilateral/bilateral / donor funding agencies
  • Experience working with many people in various levels of positions, while exhibiting a consistent level of professionalism
  • Experience importing reconciling data from various sources
  • Experience advising a management official within a disability program office on productivity, staffing and/or resource analysis
  • Experience in preparing and evaluating governmental contracts and reports
  • Two years of accounting experience with 3 college level accounting courses

Experience For Project Financial Specialist Resume

  • Experience in cash handling and payment processing
  • A demonstrated working knowledge of accounting and business practices and procedures
  • Skill using desktop computer and application software programs (e.g. word processing, spreadsheet, PowerPoint, ABSS, WAWF, CARE, EAGLS, DEAMS, etc.)
  • Good knowledge of IFRS accounting requirements
  • Good understanding of financial relationships
  • Experience with database software or an enterprise resource planning system, SAP preferably, is highly desired
  • Reconcile expenditures and revenues on monthly Statements of Activity and validate accounting practices
  • Demonstrated strength in the following competencies
  • Extensive management accounting experience

Experience For Financial Specialist Nh Resume

  • Experience in managing federal, private, and state grants
  • Enior-level knowledge and experience in financial management and accounting practices and principles
  • Work experience with data analysis and reporting
  • Experience in accounting/finance support or collections
  • Previous experience working in a research environment
  • Experience coordinating the participation and input of diverse stakeholders as part of a project
  • An experienced, knowledgeable, and friendly team of Pre and Post award finance professionals to assist in training
  • Knowledge and experience using Excel
  • Demonstrate knowledge of procedures, methods and forms associated with automated accounting systems

Experience For Ahca Financial Specialist Tallahassee Open Competitive Resume

  • Demonstrate knowledge of PC based software for spreadsheet, database, word processing and presentation applications
  • At least two years of research administration experience in an academic/administrative setting for higher education is required
  • Ability and skill to communicate orally and in writing
  • Experience serving as a point of contact for financial audits
  • Experience ensuring compliance with federal, state, and county audit requirements and regulatory issues
  • Experience as a purchasing card administrator
  • Demonstrated knowledge of financial controls, purchasing best practices, and other ASU policies and procedures

List of Typical Skills For a Financial Specialist Resume


Skills For Financial Specialist Associate Resume

  • Strong research skills—in particular, the ability to determine and effectively summarize relevant market information
  • Excellent administrative management skills required. Requires budget experience, and/or advanced knowledge in PeopleSoft systems
  • High level of organizational skill with attention to detail and ability to effectively prioritize
  • Solid understanding of and ability to effectively use relevant software reporting, tracking and measurement programs
  • Excellent computer skills, including MS Excel, automated accounting software, and related report writing tools
  • Experience which demonstrates a solid understanding of general accounting and financial analysis

Skills For Financial Specialist Senior Resume

  • Experience with financial analysis, trend reporting, accounting, collection and negotiation skills
  • Excellent organization skills in a multi-tasking environment
  • Excellent analytical, reporting and communication skills
  • Strong Microsoft Office skills (Including Excel)
  • Demonstrated ability to effectively present information verbally and in writing
  • Knowledge of accepted accounting practices and principles; and strong written and verbal communication skills
  • Organizational & planning skills with the ability to establish priorities and handle many tasks at once
  • Experience with financial analysis, accounting, collection and negotiation skills

Skills For Academic Financial Specialist Resume

  • Strong interpersonal skills that gives others confidence in their work
  • Strong reconciliation and analytic skills
  • Strong computer skills and attention to detail required
  • Excellent communication and customer service skills, both written and verbal
  • Financial Management, Interpersonal Skills, Organizing & Prioritizing Work
  • Excellent leadership, administrative, and problem-solving skills
  • Excellent office skills such as typing, data entry, answering numerous phone inquiries

Skills For Senior Financial Specialist Resume

  • Excellent communication and customer service skills, written and verbal
  • Excellent communication skills both verbal and written and attention to detail
  • Demonstrated successful math skills
  • Use good oral and written communication skills
  • Uses a high level of decision-making skills and initiative to assess senior leadership and agency needs, organizes and executes priorities
  • Effective accounting and fiscal management skills
  • Skills in planning and delivering strategies to improve business results in a demanding environment
  • Communicate effectively in written and verbal formats including summarizing data, presenting results

Skills For Administrative Financial Specialist Resume

  • Experience in prioritizing tasks and working independently while performing multiple tasks
  • Work under deadline pressure, using computing resources effectively
  • Prior experience analyzing / understanding financial variances of actual vs. planned amounts
  • Using communication, customer service, and problem-solving skills
  • Demonstrate effective problem-solving and critical thinking
  • Strong leadership ability and experience of leading and mentoring direct reports is required
  • Analytical techniques and computer skills, including proficiency with MS Office
  • Strong GAAP knowledge including experience with Capital Investments
  • Communicate effectively in both speech and in writing

Skills For Business & Financial Specialist Resume

  • Demonstrated experience with fiscal year end closing policies and procedures
  • Prior work experience in a financial setting
  • Provides assistance and coaching on key software systems used by Franchisees to manage their business more effectively
  • Manage, organize, prioritize, multi-task and adapt to changing priorities
  • Prior experience in hospital receivables processing and managed care claims adjudication or certification
  • Experience working independently with multiple priorities
  • Demonstrated effectiveness working with teams
  • Be able to communicate clearly and effectively with others, both verbally and in writing. Enter data into multiple databases accurately

Skills For EE Financial Specialist Resume

  • At least two years of experience in a position with fiscal responsibilities with a demonstrated ability to execute and
  • Effectively produce financial reports for the department
  • Bilingual Polish language skills required
  • Familiarity with grant management and prior accounting experience
  • Work effectively with a wide range of individuals (faculty, students, funders, administrators, program officers)
  • Manage time effectively and proficiently
  • Great communication and analytical skills required

Skills For Project Financial Specialist Resume

  • Prioritize with general supervision and complete assignments in a timely manner with excellent attention to detail
  • Exceptional organizational skills to meet deadlines and produce detailed and accurate work
  • Demonstrated ability to work successfully within a team and also independently and exercise good judgment
  • Effectively present information in one-on-one and small group situations to clients and other agency employees
  • Exceptional skills in financial modeling and analysis
  • Experience in maintaining effective working relationships in a diversified population in a team setting

Skills For Financial Specialist Nh Resume

  • Creative problem solver/strategic thinker – experience developing and creating ideas, processes, and approaches focused on efficiency and effectiveness
  • Demonstrated ability to meet deadlines, multitask and prioritize managing project submissions
  • Demonstrated capacity to manage and prioritize multiple projects while meeting strict deadlines
  • Exercise independent judgment and employ sound reasoning skills
  • Strong customer service focus with demonstrated commitment to creating a positive work environment
  • Manage multiple tasks simultaneously, to work well under time constraints, and meet deadlines, as well as prioritize and exercise good judgment
  • Demonstrated experience in creating high-level reports and summaries to explain complex issues
  • Experience in the Fairfax County budget development process with over five years of experience

Skills For Ahca Financial Specialist Tallahassee Open Competitive Resume

  • Financial experience with considerable experience in procurement processes
  • Demonstrated experience and/or familiarity with multiple sponsor systems such as, Fast lane and internal systems such as eResearch
  • Managing and supporting PNC’s consolidated Budgeting and Forecasting process
  • Developing, monitoring and evaluating financial systems and programs to ensure required and effective internal controls within the financial systems
  • Accounting experience in a professional level accounting position

List of Typical Responsibilities For a Financial Specialist Resume


Responsibilities For Financial Specialist Associate Resume

  • Customer-orientated; able to mentor effectively; organised with good analytical skills; flexible in work hours
  • Strong financial analysis skills and significant experience using spreadsheet programs like Microsoft Excel
  • Excellent analytical skills Strong financial acumen
  • 6) Have strong interpersonal and organizational skills
  • Excellent management/leadership and problem-solving skills
  • Advanced communication skills with tactful information exchange and solid sense of diplomacy
  • Strong computer and organizational skills and attention to detail required
  • Sound organizational skills and the ability to balance multiple priorities in a fast-paced environment

Responsibilities For Financial Specialist Senior Resume

  • Demonstrated experience in developing and implementing government revenue strategies
  • Organizational, interpersonal, analytical and time management skills
  • Advanced MS Office skills (in particular MS Excel)
  • Communicate effectively, both orally and in writing, to justify, defend, present, and/or advise on financial processes/actions
  • Demonstrated experience in HokieMart or similar purchasing program
  • Demonstrated experience supervising work flow processes

Responsibilities For Academic Financial Specialist Resume

  • Demonstrated deposit reconciliation experience
  • Sound organizational skills and the ability to successfully multi-task in a fast paced environment
  • Exercise a strong sense of priority, organization, and time management
  • Working knowledge and skill of Google Apps, specifically Google Sheets
  • Experience developing reports using M-Pathways financial systems, including business objects
  • Your experience working with general accounting and auditing

Responsibilities For Senior Financial Specialist Resume

  • Broad experience with financial analysis and financial reporting, statistical modeling and projecting of data and information
  • Elaborate and clarify the rules and instructions related to procuring goods and services and practice tendering in line with the new general tender law
  • Experience with UMHS systems including MiChart and charge capture billing system
  • Experience with authorizations, diagnosis coding, insurance contracting
  • Extensive experience in accounting/bookkeeping required
  • Previous experience working with various sponsors and funding agencies
  • At least seven years experience in managing and/or leading different aspects of local government revenue units
  • Experience with application of accounting standards to include GAAP and GASB pronouncements and guide accounting operations and transactions
  • Experience working with federally funding budget streams and grants

Responsibilities For Administrative Financial Specialist Resume

  • Experience in finance, accounting, audit, compliance, pharmacy, and/or billing preferably in a University or Health Care environment
  • Understand the methodology of the reports and the process prior to analyzing
  • Manage multiple projects and tasks with changing priorities
  • Around 3 years of Finance / Controlling experience
  • Demonstrate high level of teamwork

Responsibilities For Business & Financial Specialist Resume

  • Understand the methodology of the reports and the process prior to analyzing. 
  • Demonstrated ability to work independently and handle confidential materials and information
  • Knowledge and experience with an MS Windows environment and commonly used MS Office software programs
  • Able to work both collaboratively as part of a team and independently in a dynamic environment with multiple priorities
  • Minimun experience in FP&A
  • Demonstrates ability to work independently and as a team member
  • Experience working with data and analytic tools such as Hyperion Interactive Reporting
  • Manage multiple projects and tasks with changing priorities

Responsibilities For EE Financial Specialist Resume

  • Develop an effective implementation of Standard Operating Procedures (SOPs) for all areas of responsibility
  • Appropriate approvals for disbursements are obtained prior to making payments
  • Work experience in Federal Government contracting
  • Relevant experience and a
  • Develop, review, and assess the effectiveness of work processes within assigned areas of responsibility
  • Experience working with grants and grants management
  • Broad experience with financial analysis and financial reporting review
  • Solid knowledge of financial accounting principles
  • Establish and maintain effective working relationships with department staff and employees

Responsibilities For Project Financial Specialist Resume

  • Working experiences in foreign banks finance department or Big Four FS service line
  • Experience with daily balancing procedures
  • Knowledge and or experience of general auditing procedures
  • Experience in developing analysis for organizational change initiatives
  • Experience evaluating financial management processes and procedures necessary to make recommendations for improvements
  • Experience utilizing the system to prepare financial reports

Responsibilities For Financial Specialist Nh Resume

  • Experience in processing medical insurance claims is helpful
  • Work experience, preferably in an accounting environment
  • Demonstrated ability to calculate percentages, prorate/average numbers, work effort, and similar financial calculations using financial and payroll data
  • Previous experience in a complex financial/accounting environment
  • Experience working in HIM, Compliance, IT, OGC, or other healthcare administrative/business unit

Responsibilities For Ahca Financial Specialist Tallahassee Open Competitive Resume

  • Experience in adapting to new technology and procedural changes
  • Demonstrate intermediate working knowledge and use of MS-Office Suite (Excel, Word, PowerPoint, Access)
  • Demonstrated advanced understanding of Microsoft Excel and/or other pc-based business intelligence tools
  • Demonstrated knowledge of procedures, methods, and forms associated with automated accounting systems
  • Experience with PC based software for spreadsheet, database, word processing, and presentation applications
  • Accounting or financial work experience
  • Experience using ASU financial systems and applications (e.g., Advantage, Dashboards, IFAS, PCard)

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