Lead Financial Resume Sample

13 votes
Resume Create

The Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Sylvan Prohaska
254 Berneice Avenue,  Chicago, IL
+1 (555) 527 7199

Work Experience

Lead Financial Controller
10/2017 - PRESENT
Chicago, IL
  • Research, analyze, and document the accounting for new, unusual, and complex transactions for financial assets and liabilities in accordance with U.S. GAAP and the Company’s accounting policies
  • Experience in a direct client-facing role
  • Passion for and background in consumer internet and social media
  • Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
  • Develop staff through supervision and training
  • Proven track record of leading and motivating teams to meet and exceed SLA’s and KPI’s
  • Excellent knowledge of internal practices and processes
Team Lead Financial Investigation Unit
12/2011 - 07/2017
Detroit, MI
  • Strong reporting skills and knowledge of Microsoft office
  • Proven change management skills. Ability to promote and drive change to increase efficiencies and add customer value
  • A broad understanding of an IT environment would be a distinct advantage
  • Issue global financial guidelines and instructions for the Maersk Tankers’ business
  • Review and critique the Investigators’ decision making process for each case
  • Applies analytical skills to review information and determine potential control weakness through the scope and the audit project team’s assessment activities
  • Reviews audit work including work paper documentation, findings and recommendations and the final report to ensure appropriate attention to detail and adherence to the Corporation’s/Department’s Policies and Standards and ensuring work is performed within established timeframes
  • Review financial statements, performance data, and other reporting documents provided to internal and external customers for accuracy in accordance with local GAAP requirements and industry guidelines
  • Organize the year-end audit process and work with external auditors to resolve issues within the funds. Respond to inquiries and act as a key contact between external auditors and NAC and FAR production groups
Category Lead Financial Services
09/2006 - 10/2011
Philadelphia, PA
  • Review required fund distribution calculations, taking into account local tax requirements
  • Review portfolio analytics
  • Review various schedules on a periodic basis for the Board of Directors/Trustees and the Audit Committee
  • Plans for business continuity events by supporting and participating in Business Continuity drills
  • Provide quality customer service to FAR customers by proactively servicing their needs, and overseeing “ad hoc” requests
  • Participate and/or lead department projects as needed
  • Provide feedback on FAR policies and procedures with respect to financial reporting requirements


Strayer University - Birmingham Campus
2002 - 2006
Bachelor's Degree in Accounting

Professional Skills

  • Engage, challenge and influence internal business partners to define requirements, tender and negotiate with suppliers to deliver best value for BP; executing through IP’s Regional Sourcing Team
  • Demonstrated leadership skills with proven ability to manage people
  • Demonstrated strong leadership and people management experience
  • Strong communication skills sufficient to communicate detailed and often complex situations to partners, legal counsel and staff
  • Strong analytical skills to assess situations and make informed decisions quickly
  • Contributing to the business unit’s goal of continuous improvement by identifying areas to enhance the client experience or resolve challenges
  • Some experience in leading projects, mentoring, coaching, and leading a team

How to write Lead Financial Resume

Lead Financial role is responsible for reporting, events, retail, finance, training, procurement, payroll, immigration, design, research.
To write great resume for lead financial job, your resume must include:

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

Contact Information For Lead Financial Resume

The section contact information is important in your lead financial 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 Lead Financial Resume

The section work experience is an essential part of your lead financial 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 lead financial responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular lead financial position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Lead Financial resume experience can include:

  • Follow all required key control steps in reviewing the work, participate in the development of internal control documentation, and perform regular due diligence and identification of risks
  • Understand and apply the key controls for the NAV calculation/review process and participate in regular due diligence meetings between NAC and FAR to understand changes in processes
  • Identifying and resolving a variety of financial-related issues, questions, and problems related to resource management
  • Reviewing applicable regulations, directives and guidance to update and improve processes; and
  • Leading and performing Supply Chain Reviews, Direct/Indirect sales, channel marketing, etc.
  • Serves as a Team Leader, ensuring work assignments are carried out and completed in a timely manner

Education on a Lead Financial Resume

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

When listing skills on your lead financial 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 lead financial skills:

  • Effective prioritisation of opportunities, leveraging the IP operating model to enable effective category management
  • Leading team studies to promote a more effective workforce planning and organizational development environment
  • Ensure strong collaboration with the donors and partners to GIIF and be responsible for the reporting to such partners
  • Develop and maintain strong relationships with the insurance and other financial institutions
  • Relevant experience, preferable within the software industry
  • Relevant work experience in fields such as product marketing, content marketing, consulting, or product management

List of Typical Skills For a Lead Financial Resume


Skills For Lead Financial Controller Resume

  • Solid interpersonal skills to develop positive working relationships with internal partners and external clients
  • At least two years experience in leading projects, mentoring, coaching, and leading a team
  • Financial accounting experience in mutual fund accounting or fund administration and reporting required
  • Influencing a disaggregated set of stakeholders
  • Help create a pipeline of potential projects and identify implementing partners
  • Manage a team of F&M GP and IFC staff and consultants spread across the regions
  • Work with the F&M GP and IFC regional teams to support projects and product development in Insurance (particularly agriculture insurance)
  • Be responsible for project supervision to ensure quality design and successfully implementation

Skills For Team Lead Financial Investigation Unit Resume

  • Strong branch management knowledge of the practices, products, services, procedures and principles relating to Retail Markets/Commercial Banking to sufficiently provide advise and interpret policies
  • Providing technical direction and assistance on work-related issues or questions raised by subordinate staff; advising on preparation of financial reports for decision making
  • Preparing reports containing timely, accurate financial information used for management payroll or accounting projects and programs
  • Communicating with management to accept and implement recommendations where the proposals involved agency resources, or changes to established procedures, systems, or reporting
  • Analyzing and interpreting accounting data and reports and performing financial analysis and based on the results, advises management on methods to increase control over expenditures and identifying operational cost savings

Skills For Lead Financial Rptg Analyst Resume

  • Participating in business process reviews that contribute to the effective financial management of program operations; and
  • Typically has 5-8 years related experience (Required)
  • Performing daily checks and signing of the Financial Transactions Processing Clerks’ work (drafts, global money orders, foreign exchange transactions, Intra-account transfers, as well as repositioning and zero balancing reports, etc) and adequate control over suspense accounts and centralized instruments
  • Detailed working knowledge of the practices, products, services, procedures and principles relating to Retail Markets/Commercial Banking to sufficiently provide advise and interpret policies
  • Intermediate knowledge of investment business, including financial instruments, tax requirements, local regulatory environments, and GAAP accounting standards
  • Intermediate knowledge of investment business, including tax requirements, market practices, local regulatory environments, financial instruments and GAAP accounting standards
  • Leads USAA's GAAP and STAT accounting and reporting research activities and provides appropriate technical accounting interpretation on the application of GAAP and STAT to finance and accounting personnel and senior management
  • Creates, maintains and ensures implementation of appropriate accounting policies and best practices, evaluates and analyzes proposed transactions for accounting implications and potential impact of proposed accounting standards, and prepares documentation supporting USAA's accounting positions taken on significant or complex transactions

Skills For Category Lead Financial Services Resume

  • Assesses the impact of new accounting standards to USAA and leads implementation across affected functional areas
  • Assists with drafting comment letters to the FASB or NAIC on proposed accounting standards and represents USAA on several influential external accounting committees
  • Identifies and documents accounting and business requirements impacting USAA systems and processes (including up and downstream)
  • Supports various company or line of business specific initiatives as it relates to assessing accounting, reporting and disclosure implications
  • Accountable for USAA's position with regards to E&Y's technical accounting and reporting inquiries
  • Domain expertise in procurement of Professional Services

Skills For Lead Financial Applications Analyst Resume

  • Promote a “Global Team” culture within GFAD to leverage job knowledge and implement standard processes to promote consistency among GFAD locations
  • Identify training needs and provide adequate training to the Senior Analysts. Conduct and facilitate training as needed and provide constructive feedback for Senior Analyst development
  • Provide planning and support by reviewing and developing procedures and by scheduling work within team
  • Provides advice and recommendations on ICE OCFO and Balanced Workforce Strategy (BWS) efforts to achieve a balanced multi-sector workforce, advance a culture of cost effectiveness, promote adequate mission oversight, and ensure that organizational efficiencies are realized
  • Recommends, plans, implements, monitors, and manages the budget priorities to optimize use of dollars and resources, with emphasis on fiscal accountability aligned to program initiatives
  • Develops, recommends, implements, and conducts studies to determine the resource requirements for programs; and

Skills For Analytics CoE Lead-financial Services Resume

  • Identifies ways to improve OCFO's ability to report and analyze general management data and financial data
  • Coordination of timely and accurate annual and monthly end close processes
  • Responsible for the supervision of all the records of monthly transactions, develop internal control process improvement and support the internal and external audit processes
  • Review and approve of all accounting and financial records, journal entries, prepare audit schedules and performs research and analysis of general ledger accounting issues
  • Supervises 6 staff (professional) accountants and is responsible for managing the

Skills For Lead Financial Accountant Resume

  • Accountable for all the records and reconciliations of monthly transactions related to Fixed Assets for the Americas region (5 major US Corporations and 11 Latina America Spanish (LAS)
  • Subject Matter Expert role: Primary contact for Fixed Assets accounting and reporting, General Ledger master data (Chart of account maintenance), financial information transmission and reporting to the Corporate Financial ledgers for different areas and processes across the Company
  • Supervises 10 staff (professional) accountants and is responsible for managing the team to ensure the work is properly allocated and completed in a timely and accurate manner
  • Strong accounting analysis
  • Strong knowledge of internal controls, IFRS and USGAAP
  • Internal and external audits management
  • Advance English level

Related to Lead Financial Resume Samples

Financial Accounting Lead Resume Sample

Work Experience

  •  Monthly financial closing cycle activities to finalize the Firm’s books and records   •  Re-platform Citi Treasury’s Securities Liquidity Portfolio while developing and owning new product control processes   •  Participating in or leading projects related to reconciliations perform...
Professional Skills

  •  Strong analytical, accounting and insight ...
  •  Strong project management skills; document...
  •  Possess strong communication and follow-up...
21 votes

Financial Lead Resume Sample

Work Experience

  •  Serve as a subject matter expert and advise team members and LE/LOB colleagues on current BSA/AML issues and trends to effectively apply suspicious activity monitoring processes and tools in mitigating operational risks   •  BMO Harris Financial Group U.S. LE/LOB’s – P&C, U.S., PCG and Capital Mar...
Professional Skills

  •  Strong analytical and problem solving skil...
  •  Strong communication skills, particularly ...
  •  Excellent business Acumen and judgment and...
17 votes

Lead Financial Analyst Resume Sample

Work Experience

  •  Maintain and update organizational hierarchy structure (i.e. cost centers, areas, regions) that best reflect the management of business and facilitates reporting   •  Support commercial controller’s efforts to prepare materials for the monthly operating reviews and other reviews with Hydraulics Leader...
Professional Skills

  •  Excellent organization skills including ab...
  •  Strong modeling & analytics, demonstrated ...
  •  Experience, familiarity with AT&T financia...
18 votes

Finance Infrastructure Resume Sample

Work Experience

  •  Serve as a representative of senior risk information users in decisions regarding development and implementation of Citi’s overarching risk information strategy, and assist in defining (and refining) strategies for near- and long-term enhancements to the retail risk management reporting capability   • &nbs...
Professional Skills

  •  Excellent written and verbal communication...
  •  Excellent Skills with Microsoft office pro...
  •  Good analytical, strong communication (bot...
14 votes

Manager, Equity Resume Sample

Work Experience

  •  Perform monthly, quarterly and yearly reconciliation of records between Stock Administration, Finance, HR, Payroll, Equity Edge, E trade, etc   •  Providing a challenging and rewarding environment for our people   •  Working with customers on timely, cost effective and creative sol...
Professional Skills

  •  Strong written and verbal communication sk...
  •  Effective oral and written communication s...
  •  Proven track record of success and 10+ yea...
18 votes

Principal, Finance Resume Sample

Work Experience

  •  Developing and disseminating technical accounting guidance,   •  Providing transaction oriented accounting and reporting assistance,   •  Ensuring the proper application of U.S. generally accepted accounting principles (U.S. GAAP) and assisting with the preparation of certain Secur...
Professional Skills

  •  Excellent analytical and problem solving s...
  •  Superior numeric skills, with strong analy...
  •  Strong analytical skills: able to understa...
18 votes
Resume Builder

Create a Resume in Minutes with Professional Resume Templates