Financial Support Resume Sample

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Earnestine Hettinger
2618 Mallie Junctions,  Boston, MA
+1 (555) 220 4178

Work Experience

Financial Support Specialist
12/2017 - PRESENT
Houston, TX
  • Very good knowledge in Excel
  • Evaluate and resolve invoice issues and concerns
  • Liaise with clients on invoices, funds owed, and account issues
  • Reconcile the invoices and payments to the general ledger
  • Complete month-end balancing and reconciliations pertaining to accounts
  • Perform collections functions including re-billing, making phone calls to customers and working with sales staff
  • Review and audit the purchasing card transactions in order to ensure proper authorized financial transactions
Financial Support Analyst
01/2015 - 11/2017
Detroit, MI
  • Basic knowledge of CIT’s credit, regulatory, documentation and non-documentary requirements
  • Final approval of all transactions prior to payment and booking (under their role’s authority limit)
  • Setup and maintain customer accounts in recurring billing system
  • Accounting and/or reconciliation experience
  • Support and/or business relations experience
  • Multi-task and meet deadlines in a high production environment
  • Work with minimal direction—alone and in a team environment
  • Quickly and effectively adapt to a changing environment
  • Spanish/English/Portuguese Language required
Administrative Asst-marketing & Financial Support
11/2011 - 09/2014
Chicago, IL
  • Assist in the preparation of the monthly and annual financial reports and other reports of financial activity for stakeholders
  • Monitor the accounts receivable aging report
  • Accurately enter, review and/or modify data using various software programs
  • Be knowledgeable of company directives regarding proper travel, expense reporting and reimbursement, and P-Card purchases rules and requirements
  • Provide guidance to employees regarding travel and expense and reimbursement procedures, technical issues, and requested routine permissions. Assist employees and supervisor in resolving issues. Elevate issues as necessary to manager
  • Interface with internal customers to ensure proper project charging (e.g. account coding) and payment information is accurately reported
  • Three to five years experience in sales/customer services roles


Strayer University - Orlando East Campus
2007 - 2011
Bachelor's Degree in Accounting

Professional Skills

  • Excellent organizational skills, such as scheduling and preparing materials on a timely basis
  • Strong analytical skills are required to analyze the data and ensure the accuracy of the financial statements
  • Strong Microsoft Excel skills (knowledge of pivot tables, lookups, formulas, etc.) is required
  • User knowledge and demonstrated experience of financial systems; internet and computer literacy
  • Analytical skills to assess large volumes of data
  • Strong knowledge and experience of computer systems (PC’s, software, Client/ Server applications)
  • Possess qualities and skills to be a proactive, positive team player

How to write Financial Support Resume

Financial Support role is responsible for financial, reporting, general, analytical, microsoft, excel, retail, credit, accounting, education.
To write great resume for financial support job, your resume must include:

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

Contact Information For Financial Support Resume

The section contact information is important in your financial support 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 Support Resume

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

Representative Financial Support resume experience can include:

  • Perform moderately complex finance functions, including structured analysis; conduct data mining; identify, clarify, and investigate discrepancies and exceptions; proactively develop solutions and processes
  • Maintain, reconcile, review, combine, and validate moderately complex financial data sets, including large volumes of data, financial reports, financial databases, and key financial information
  • Strong verbal/written communication skills and organization skills
  • Strong customer service and accounts receivables experience is required
  • Experience in corporate accounting, including a thorough understanding of accounting standards generally accepted in the United States
  • Experience creating financial estimates, status reports, and analyzing funding status

Education on a Financial Support Resume

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

When listing skills on your financial support 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 support skills:

  • Effective skill performing basic mathematical calculations and working accurately with numbers
  • Effective skill in using appropriate cross servicing techniques and member engagement methods
  • Expert active listening skills to accurately respond to inquiries and account requests
  • Expert skill building effective relationships through rapport, trust, diplomacy and tact
  • Work experience within a Finance department and Experience in participating in monthly financial processes
  • Highly proficient Microsoft Excel skills, including development and use of financial models, pivot tables, graphs, macros and complex formulas

List of Typical Experience For a Financial Support Resume


Experience For Financial Support Specialist Resume

  • Strong organizational skills and the ability to multi-task areas of dissimilar work
  • Strong to advanced MS Excel capabilities including higher end functionality (i.e. pivot tables, lookup tables, etc.)
  • Working knowledge of banking/financial industry standards and practices
  • Working knowledge of investment and insurance products
  • Partners with the Procurement business leader(s) in order to assist with articulating and monitoring financial goals to meet departmental goals
  • Run and analyze moderately complex financial reports, often from multiple systems; assist in preparation of management information reports
  • Resolve transactional inquiries, escalate broader issues, and respond in a professional and timely manner
  • Participate as a member of a project team; support new initiatives; cooperate and adapt to changes and processes. Participate in change management strategy through communication and collaboration with others

Experience For Financial Support Associate Resume

  • Contribute to development and maintenance of desktop procedures and process documentation for area of responsibility. Develop basic test scenarios, perform testing, and analyze and summarize results
  • Understand and participate in cross training on core functions in work area or unit; serve as a back-up to other functions
  • Assist in the sales process of the platform support to Financial Advisors or Private Wealth Advisors
  • Heavy direct contact with Financial Advisors, Private Wealth Advisors and branch office personnel
  • Assist Financial Advisors and Private Wealth Advisors with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines
  • Support Program Management Office (PMO) process, procedures, reviews and deliverables
  • Maintain an audit review schedule and provide monthly reports on results and trends

Experience For Financial Support Analyst Resume

  • Responsible for the overall contract performance
  • Financial Support
  • FISMA (Federal Information Security Management Act)
  • GAO (U.S. Government Accountability Office)
  • GMRA (Government Management Reform Act)
  • Manage FX hedge allocations via SWUB
  • Reconcile and dispatch Rate Rest notices via Tripod

Experience For Mgr Financial Support Resume

  • Manage client accounts & contact information via CLEAR
  • Investigate and substantiate FX transactions screened for Regulation W
  • Prepare metrics and ad-hoc reports for Senior Management
  • Supports the Konica Minolta Enterprise Accounts and vertical markets as the key contact and escalation point for assigned region of the KMBS Major Account Originations team
  • Organizes, supports, and leads Premier Client customer-onboarding Welcome Calls
  • Maintain and/or build relationships
  • Supports fiscal administration for Campus Card Services by preparing/submitting procurement transactions, maintaining accurate and comprehensive data files, preparing timely reports/reconciliations, conducting analyses, acting as liaison between staff, vendors and other university offices. (Quest Theme I)

Experience For Manager Financial Support Resume

  • Work independently, good communication skills and self-initiation to follow through on transactions and investigate and resolve any discrepancies
  • Experience in accounting, securities and/or insurance requiring exposure to requisite regulations and principles
  • Experience in consulting with customers to access their financial status and identify investment needs
  • Extensive experience in member/customer service preferably in a call center, retail banking or financial institution
  • Expert skill in resolving member/customer problems
  • Advanced skill actively guiding members through interactions to reduce member effort and enhance member loyalty
  • Assists in development/documentation of internal fiscal controls. (Quest Theme I)
  • Evaluates fiscal policy processes, quality assurance, data retention, records management of the Campus Card Services department. (Quest Theme I)
  • Analyzes long-term business objectives of the Campus Card Services department and suggests strategies to meet those objectives. (Quest Theme I)

Experience For Financial Support Center Specialist Resume

  • High level of proficiency in Microsoft Office Suite with demonstrated proficiency working in and developing spreadsheets and databases; working knowledge of Google mail
  • Attention to detail and experience in evaluating and streamlining fiscal processes
  • Desired- Working knowledge of investment and insurance products
  • Demonstrated ability to handle multiple complex issues to think quickly, be assertive, and improvise as necessary with excellent verbal and written communications skills
  • Provide member service via phone or other media (e.g. email, chat, etc)
  • Analyze, research and resolve problems and discrepancies related to member accounts

Experience For Supervisor, F Program Financial Support Resume

  • Counsel current prospective members about Navy Federal Financial Group’s products and services
  • Perform account transactions –
  • Set up brokerage accounts, complete mutual fund trade tickets, place trades and monitor trades for settlement and accuracy
  • Administer and maintain member records in accordance with established compliance guidelines and in strict adherence to required regulations, policies and procedures
  • Properly document accounts, research and resolve trade rejections and errors, review account applications, review daily trade confirmations to ensure accuracy of each order placed, and ensure that option and margin accounts comply with regulatory requirements, policies and procedures
  • Communicate status of accounts and explain account activities to members
  • FINRA Series 7, NASAA Series 65/66 (and NASAA Series 63 in states where required) registration and Life & Health Insurance License (within 120 days for NASAA Series 65/66)
  • Desired- FINRA Series 7, 63, 65 or 7, 66 registration and Life & Health Insurance License
  • Desired - Knowledge of Navy Federal/NFFG organization, programs, policies and procedures

Experience For Project Controller / Financial Support Resume

  • Act as a liaison with Marquis consultant for software enhancements
  • Support Financial Software (BDI, BPC, FA) as necessary
  • Participate in disaster recovery activities to test the Financial Support servers and software
  • Proficient with Microsoft Office and other data retrieval and analytical tools
  • Knowledge of SQL, Access Database, FIS Core Applications desired

Experience For Lodging Financial Support Coordinator Resume

  • Completes analysis of monthly and quarterly financial results including consolidated margin analysis and rollforward of variances for different business segments
  • Provides support to senior management including reports distributed to the Board of Directors
  • Interacts with the field controllership, regional personnel and corporate departments on a variety of critical tasks, including facilitating the monthly operating review presentations and the annual budgeting process
  • Participates in the development of annual budget and long-term financial targets for a number of categories; working collaboratively with functional departments
  • Manages special projects requiring finance knowledge
  • Provides financial analysis and support to assigned departments facilitating updates and reporting related to monthly procurement effectiveness results and periodic Board of Directors meetings

Experience For IT Financial Support Specialist Resume

  • Issues stop payments using bank software
  • Enters voids into claims management system
  • Completes bank deposit tickets, endorses checks, and mails to bank
  • Makes copies of checks for deposit and attaches to appropriate form
  • Confirms check clearances with bank for local offices
  • Provides check copies to clients and local offices
  • Provide product/event proforma support to the Finance team. Proforma support includes gathering and assembling required financial information into a projected contribution statement, and assisting Business Analysts with data gathering interpretation
  • Support the Finance team with financial statement close, reporting, and other financial support activities. This includes assisting with financial statement analysis and corrections (i.e. journal entries), maintaining dashboard and other key divisional reports, and aiding analysts in projection and budget cycles
  • Assist the Finance team with product/event data administration. This includes gathering, auditing, and maintaining product data in the appropriate systems. This focuses on key product data fields critical to ensuring accurate results and reporting

List of Typical Skills For a Financial Support Resume


Skills For Financial Support Specialist Resume

  • Utilize contact management system effectively
  • Effective analytical skill to interpret client needs into financial solutions and satisfaction
  • Experience supporting or implementing Financial software solutions
  • Able to deal with the stress related to resolution timeframes and conflicting/competing priorities
  • Expert level skill in Microsoft Excel (for example: using VLOOKUP and SUMIF function and creating a pivot table)
  • Experience working in federal budgeting cycle

Skills For Financial Support Associate Resume

  • Experience using Excel; including pivot tables, graphs and charts
  • Experience collecting and reporting metrics
  • Maintain regulatory required registrations (including Life and Health Insurance License) in good standing
  • Experience using VCU financial records system (Banner) and state/university procurement (eVA) procedures and regulations
  • Experience managing a small to medium project
  • Experience creating presentations

Skills For Financial Support Analyst Resume

  • Experience analyzing financial information
  • Skill in working in a detail-oriented, deadline-driven environment
  • Prioritize tasks while maintaining consistent level of quality
  • Experience working in Oracle
  • Third Party Medical billing and collections experience is required

Skills For Mgr Financial Support Resume

  • + Experience using Oracle financials or similar applications
  • Strong knowledge of financial processes, policies and principles is essential to ensuring the accuracy of the financial results
  • Experience in financial reporting is required to complete the responsibilities associated with the position
  • Budget finance experience
  • 18-36 months of clerical experience
  • Two years’ of related experience
  • Strong knowledge of system applications desired such as PeopleSoft, Salesforce, Vantive, SAP, OnBase, Medicaid and MCO portals)

Skills For Manager Financial Support Resume

  • Financial experience
  • Developing, conducting, monitoring and reporting on project quality
  • Supporting the reporting and tracking of financials at the TTO (Technical Task Order) and Work Breakdown Structure (WBS) level
  • Analyzing financial standings to determine shortfalls or excess in funding
  • Managing and controlling project funds
  • Understanding of contract financial elements such as TTOs and Work Breakdown Structures (WBS)
  • Knowledge of reviewing, reporting and tracking financials
  • Interface with clearing broker regarding member accounts, securities transactions and securities processing
  • Develop budget, forecasting, and analyses to be used by internal management for key activities or decision making

Skills For Financial Support Center Specialist Resume

  • Develop communications for the Financial Management community, including preparing notices, general user guidance and website maintenance
  • Perform financial advisory servicing functions for existing NFFG relationships
  • Complete continuing education requirements for licenses including Firm Element and Regulatory Element
  • Execute MCIF (Marketing Customer Information File) month-end process using Marquis Executrax software
  • Productive working independently and collaboratively
  • Knowledge of DOD budgeting procedures and systems
  • Proficient with excel spreadsheets and formula creation/updating and pivot tables
  • Assists with reporting the IT Department’s monthly accruals, financial review reports, and other IT-related expenses to department heads
  • Assist the agency in audit readiness and response to audit requests and support ongoing audit reviews

Skills For Supervisor, F Program Financial Support Resume

  • Review incoming Sales Orders for accuracy and adherence to Sales and Finance guidelines
  • An ability to multitask and take initiative
  • Problem solve with minimal information given
  • Willingness to seek resources to fill information gaps for customers
  • Willingness to approach issues and concerns with proactive, professional demeanor
  • Prior experience in an inbound position with a contact centre Prior banking experience, preferably in the Credit Union field Retail sales/service experience Some technical skills that could be employed in the resolution of technology-related issues

Skills For Project Controller / Financial Support Resume

  • Experience analyzing and querying data utilizing Microsoft Excel
  • Knowledge of WBS using TTOs
  • Solve complex problems, drive change, and implement solutions
  • Handle sensitive escalate customer issues
  • Maintain your knowledge of new functionality and compliance changes
  • Use your energy, drive, adaptability and enthusiasm to perpetrate the positive vibes throughout the company

Skills For Lodging Financial Support Coordinator Resume

  • Participate in our 24/7 global coverage plan
  • Timely provide user support to the various components of the GSVC Platform and timely resolution of identified application issues
  • Manage budget calendar controls, data versions, variance analysis and data object creations
  • Administration of users’ access rights to the GSVC Platform
  • Design, coordinate with third party, implement and follow-up of application improvements
  • Knowledge of Army Records Information Management System (ARIMS)
  • Rarely reach/work above shoulder

Skills For IT Financial Support Specialist Resume

  • TS/SCI CI Poly Required
  • BS: Budget, Finance, Business, or related
  • Knowledge of federal acquisition procedures and processes
  • Knowledge of MS Windows, MS Office, and Internet Explorer
  • Exercises independent judgment to adopt or modify methods and standards to meet responsibilities
  • Knowledge of Sandia's Financial Tools

List of Typical Responsibilities For a Financial Support Resume


Responsibilities For Financial Support Specialist Resume

  • Experience working with spreadsheets, data, analysis, inventory management, corporate finance, and/or GAAP accounting
  • Experience working as a bookkeeper, accounting clerk, or business analyst
  • Assist the department director and managers with other projects as assigned
  • Offer the best payment plan to suit the card member’s needs
  • Often directs work, trains, and/or supervises student employees
  • Ensures requisitions are processed in a timely manner and are properly recorded. Obtains necessary documentation for customers related to contracts

Responsibilities For Financial Support Associate Resume

  • Provides complex financial support to departments and areas within the University
  • Ensures financial aid applications are received and processed correctly. Researches and resolves any issues with applications
  • Processes financial aid award adjustments and determines loan eligibility and award amounts. Communicates with students regarding student loan issues, eligibility requirements, and award amounts
  • Posts and removes charges on accounts as necessary. Places holds on student accounts for delinquent loans and payments. Prepares and distributes invoices and all other account documentation. Reviews work of other employees
  • Proven knowledge of financial analysis, forecasting, strategic planning and interpretation of financial data
  • Experience with MS Office \(Word, Excel, Outlook, PowerPoint, etc\.\)

Responsibilities For Financial Support Analyst Resume

  • Compiles, analyzes, and reconciles accounts related to loan and grant programs to ensure compliance with state and federal regulations
  • Processes payroll. Completes necessary forms, prepares payroll reports, and processes payroll correction requests
  • Records and tracks expenses and revenue for department or area
  • Obtain and maintain a DOE L\-level security clearance\
  • Experience with the analysis and auditing of financial supports systems 2+ Years Experience with the production of reports which use analyses of data for internal and external, operational and ad hoc reporting
  • Provides financial support with comprehensive knowledge of the scope of laws, regulations, and policies impacting Agency's accounting systems, services and operations

Responsibilities For Mgr Financial Support Resume

  • + Defense or government industry experience
  • Prepares MIPRs, Acquisition Planning Records, Purchase Requests, and purchasing documents in contract management systems
  • Assists with developing and managing NMEC's spend plan/budget
  • Identifies and monitors systems transactions and performance to identify trends or anomalies and their significance to ongoing agency programs and operations
  • Need at least ONE of the following
  • Knowledge of general audit procedures for expense reporting

Responsibilities For Manager Financial Support Resume

  • Proficiency with Concur or other expense reporting system
  • Verifies proper use of funds and monitors status of financial activity
  • Continually reviews internal financial operations to insure compliance
  • Assists with development of Support Agreements, coordinates and tracks internal and external signatory approval process of submitted agreements
  • Reviews acquisition documents, to include IGCE, SOWs, and DD254s
  • Current and active DOE L\-level security clearance\

Responsibilities For Financial Support Center Specialist Resume

  • Innovative, analytical, independent and results oriented individual; and can also work in a Team when desired
  • Learn system functionality to be able to assist customers and report issues
  • Knowledge of GCCS
  • Guides and assists customers with highly complex questions, paperwork, and requirements, as they relate to financial and business activities such as billing, financial aid, payment deadlines, tuition rates, tax forms, refunds, or student receivables. Advises lower level employees on complex customer inquiries, requiring advanced knowledge of department policies

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