Manager Financial Resume Sample

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Demetris Von
1862 Aurelio Via,  New York, NY
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Work Experience

Manager, Financial Performance Management
12/2017 - PRESENT
Phoenix, AZ
  • Responsibilityfor BMO Capital Markets US Segment reporting including documenting geographic reporting assumptions and implement a consistent approach across all LOB’s
  • Overall responsibility for preparation and coordination of the BMO Capital Markets US board slides and monthly reporting
  • Prepare consolidated legal entity reports by line of business for review by Senior Management
  • Primary contact for the US Financial Performance Management Group (USFPMG) to coordinate the monthly variance analysis across Capital Markets Finance
  • Coordinate the preparation of Fed Reserve reports for BFC including the FY-14 report
  • Provide all required information to the Capital Management Office, US Resolution Dept, etc. for all management regulatory reports
  • Capital Markets US HQ Planning & Forecasting Coordinator
  • Support the increasing regulatory reporting requirements, specifically with regards to Stress Testing and Resolution Planning, of the US Capital Markets team
  • Respond to business and financial related inquiries from BMO Corporate Finance and BFC Finance
Senior Manager, Financial Development Systems
08/2010 - 08/2017
New York, NY
  • Provide variance analysis and commentary on the Capital Markets US HQ results
  • Assist with accounting policy, tax and business issues, manage, communicate and escalate operational/processing issues to ensure resolution
  • On an ad hoc basis, responsible for providing LOB support during transition periods
  • Understand requirements of Corporate projects and initiatives, identifying impacts and implications and communicating with stakeholders and coordinating implementation across the business/business group, monitoring to ensure successful completion and integrity of results
  • Work with other associates in BFC Finance Groups to develop and leverage best practices in budgeting, forecasting and analysis to satisfy BFC requirements
  • Values. Demonstrates in word and action the Y’s core values of caring, honesty, respect, and responsibility and a commitment to the Y’s mission, in all matters at all times
  • Inclusion.Values all people for their unique talents, and takes an active role in promoting practices that support diversity, inclusion, and cultural competence
  • Relationships.Builds authentic relationships in the service of enhancing individual and team performance to support the Y's work
Manager, Financial Audit
02/2006 - 05/2010
Boston, MA
  • Communication.Listens and expresses self effectively and in a manner that reflects a true understanding of the needs of the audience
  • Quality Results.Demonstrates and fosters a strong commitment to achieving goals in a manner that provides quality experiences
  • Change Capacity. Leads self and others through change by navigating ambiguity appropriately and adapting well to new situations, obstacles, and opportunities
  • Emotional Maturity. Demonstrates effective interpersonal skills
  • Self-Development.Is dedicated to the improvement of own capabilities and demonstrates this through the continual expansion of knowledge and skills
  • Accountable for month/quarter end reporting and ad hoc reporting as required
  • Develop a strong understanding of the Canadian P&C business to facilitate the coordination, drafting and issuance of accurate and timely reporting to the senior executive team, including


Strayer University - Shelby Oaks Campus
2001 - 2005
Bachelor's Degree in Accounting

Professional Skills

  • Strong verbal and written communications skills for presenting, listening, and interviewing skills
  • Strong motivator with good communications skills and leadership skills with ability to influence the team to meet tight deadlines
  • Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities and individual development planning
  • Strong analytical skills and advanced knowledge of accounting processes and GAAP accounting
  • Strong configuration skills in SAP FI
  • Strong analytical, communications, and interpersonal skills, including comfort interacting with all levels of the organization
  • Strong organization skills and effective time management; ability to manage multiple, concurrent projects

How to write Manager Financial Resume

Manager Financial role is responsible for software, database, training, excel, leadership, organization, microsoft, computer, analysis, mainframe.
To write great resume for manager financial job, your resume must include:

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

Contact Information For Manager Financial Resume

The section contact information is important in your manager 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 Manager Financial Resume

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

Representative Manager Financial resume experience can include:

  • Excellent computer skills with advanced proficiency in Microsoft Excel
  • Proficient with computer skills and tablet devices including Microsoft Office applications (Outlook, Excel, and PowerPoint)
  • Project management skills and ability to work in a dynamic team oriented environment
  • Highly analytical and detail oriented with strong aptitude for problem solving, auditing technical issues and writing memos
  • Three (3) years’ experience working with excel modelling and ability to interact
  • Support site finance teams with solving data integrity issues and serve as an expert in key reporting and consolidation

Education on a Manager Financial Resume

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

When listing skills on your manager 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 manager financial skills:

  • Supervisory experience with strong leadership, mentoring and team-building skills
  • People and team management experience, including the proven ability to effectively manage team members
  • Work in fast pace, global organisation with good interpersonal skills
  • Experience in conducting technical claims audits and effectively following up on findings
  • Possess strong leadership and team building skills, especially with virtual teams
  • Advocate for the value of IT, communicate effectively all IT spending, understand the impact to Divisions and brands

List of Typical Experience For a Manager Financial Resume


Experience For Manager, Financial Performance Management Resume

  • Strong communication and interpersonal skills with the ability to influence, impact and lead others
  • Proficient PC skills (Excel, Word, PowerPoint, Think Cell)
  • Experience managing and leading teams
  • 4-6 Public Accounting Experience
  • Intercultural experience obtained during months-long visits to other countries as part of professional work or study abroad
  • An excellent command of English and fluent German-speaking ability
  • Highly effective communicator (written, verbal, presentation, training)
  • Manage priorities while working with multiple locations
  • Demonstrable experience in Accounting, Finance or related area

Experience For Senior Manager, Financial Development Systems Resume

  • Experience working for a worldwide corporate company
  • Excellent knowledge of the statutory requirements related to accounting, tax legislation and payroll
  • Develop a strong understanding of financial counseling and collections (Pre/POS/Post)
  • Strong work ethic and confidentiality
  • Remain flexible and even tempered when priorities change quickly
  • Demonstrated ability to solve complex problems independently and creatively
  • Corporate SEC experience

Experience For Senior Manager, Financial & Operational Audit Resume

  • Reporting of financial results to Canadian P&C executives and BMO executives monthly/quarterly/annually
  • Partnering with other leaders on the Finance Technology team to help delight our internal customers
  • Managing diverse teams
  • Operating Budget: TBD
  • Coordinate month end/ year-end financial closing, report on any variances, responsible for ensuring delivery of planned spending
  • Manage team to perform month end and year end closing and reporting on timely and accurate manner
  • Responsible for the completion of the Annual Budget, as well as overseeing all Rolling Budget adjustments

Experience For Manager, Financial Audit Resume

  • Quarterly Performance Committee slides and briefing notes
  • Recommend and implement continuous improvement and change initiatives on an ongoing basis to operational methods and workflows within the Group Finance team
  • Production and programming cost capitalization and amortization
  • Coordination and review of BFS financial reporting submissions to head office
  • Management reporting and financial control for BFS' offshore mortgage businesses
  • Be able to free up some of the Chief Financial Officer’s time to spend on strategic initiatives by getting involved in multi-faceted projects

Experience For Senior Manager, Financial Plan Review Resume

  • Prepare and drive solutions to all Digital IT Budget issues, partner with the business in delivering financial results
  • Initiative – creativity – analytical abilities – goal-oriented focus – strategic thinking – communication ability – team player
  • Deliver strategic directives internally while also marketing AIG claims expertise externally
  • Be the ‘voice’ of the customer and supplier strengthening the relationship between the outsource provider and MJN
  • Own the operations improvement process by collaborating with the GPOs in Procure to Pay on continuous improvement opportunities
  • Prepare and assemble work papers by documenting audit tests and findings

Experience For Complex Claims Manager Financial Lines Resume

  • Develop internal partnerships to provide opportunities for continuous auditing and more efficient solutions to various data, system, and applications issues
  • Coordinate with show accountants to streamline reporting cross all WBTV and Bonanza productions
  • Create, simplify and improve processes by accounting and finance teams
  • Able to energize and influence a wide spectrum of people, including remote teams, senior finance, and operations professionals
  • Actively leading the transformation of processes through centralization, standardization and automation opportunities
  • Develop the talents within the organization and the site, as well as planning the future of the teams, in terms of capacities and capabilities
  • Make difficult decisions while assessing risk
  • Monitor and review capital attribution and utilization; provide financial analysis to support optimizing capital utilization
  • Assist in improving product profitability measurement. Analyze factors that impact profitability measurement

Experience For Manager Financial Processes Resume

  • ) Capital, RWA, Liquidity, and Funding optimization
  • ) Review of Canadian Banking’s equity investments
  • Development of analytics to support Capital, RWA, Liquidity Management, and funding optimization
  • Fundamental knowledge of accounting concepts
  • Maintain positive working relationships across departments/divisions
  • Willingness and ability to adjust when working with clients worldwide
  • Operationally leads strategic initiatives, analysis and reporting, budget management
  • Business Partnering: Advanced

Experience For Manager, Financial Analyst Resume

  • Resistance to pressure & capable of meeting strict Deadlines
  • Leadership, Teamwork and Collaboration:working together to deliver results
  • Leadership, Teamwork and Collaboration: leading the business through change and ambiguity
  • Matrix reporting: TBD
  • Canadian P&C sections of the press release, board slides and analyst slides
  • Foster an environment of continuous improvement of finance processes and procedures and encourage all employees on the team to identify process improvements/new ideas and adopt best practices
  • Park and Resort Operations, including ticketing, food and beverage, merchandise, and travel and reservation processes
  • Television programming sales and distribution (both linear and digital)

Experience For Manager, Financial Close Process Resume

  • Loan Administration for Vacation Club sales
  • Involvement with adhoc projects
  • Administration of Project Management methodology, tools and best practices
  • Administration of the Finance Book of Business (BoB) / Project inventory
  • Administration of a 3 year Financial Applications Roadmap
  • Business line (Channel Management) relationship management; ensure that Finance business partners are being supported; project needs are articulated and prioritized
  • Ensure that the Finance BoB reflects the long-term Financial Applications strategic vision
  • Administration of PMO Framework, standards, policies and procedures
  • Identify, analyze, quantify, and share opportunities with business leaders both individually and through your team that improve Nordstrom’s card products and add value to the business

Experience For Manager, Financial Project Senior Resume

  • In coordination with Director, responsible forestablishing, updating, and providing interpretive guidance of Pearson’s GlobalFinancial Policies and Schedule of Authority including benchmarking
  • Consistently and appropriately applied Group policies andprocedures
  • Improvement and consistency of Revenue Recognition practices
  • Develop collaborative partnerships with business leaders
  • Provide sound and reasonable advice on revenuerecognition to influence deal structures in a positive manner
  • Present recommendations for policy or SoA improvement/changes

List of Typical Skills For a Manager Financial Resume


Skills For Manager, Financial Performance Management Resume

  • Demonstrates advanced analytical and problem-solving skills
  • Excellent working knowledge and experience with healthcare revenue cycle and patient financial accounting
  • Compare data from different sources to draw conclusions and effectively identify and explain root causes
  • Self-starter in a fast-paced environment with the ability to manage and prioritize multiple priorities
  • Prior experience in a healthcare or academic organization
  • Demonstrated experience in policy development and implementation
  • Proven experience in Shared Services
  • Collaborate, communicate and work effectively with team colleagues, Senior Finance SMEs and Change Delivery Team to deliver assigned projects
  • Follow up and report on the status of excellent audit recommendations from prior audits

Skills For Senior Manager, Financial Development Systems Resume

  • Implementing and maintaining effective financial reporting processes
  • Experience developing or supporting data analysis and reporting
  • Progressive experience using accounting, finance, budget, strategic planning, business intelligence, and decision support tools
  • Experience in financial valuation including advanced financial modeling supporting acquisitions
  • He/she has excellent proactive communication capabilities, identifying and addressing issues via candid dialogue
  • Strategic leadership experience and capabilities (developing and executing departmental strategic direction)
  • Completion of CA, CGA or CMA designation with several years of experience in planning and reporting analysis
  • Capital Markets and Structured Finance: Skilled

Skills For Senior Manager, Financial & Operational Audit Resume

  • Relevant internal audit, financial, or related business experience
  • Experience in a global financial institution, preferably in corporate functions
  • Strong knowledge of BMO US’s business structure and operations
  • Previous “Big Four” experience
  • Previous technology and/or travel industry experience
  • Experience communicating with EVP's

Skills For Manager, Financial Audit Resume

  • Strong knowledge of GAAP regulations, CPA is a significant asset; but not required
  • Account payable & intercompany payable experiences of shared services centre in Asia Pacific region
  • Five (5) to ten (10) years’ experience in risk management or related field
  • Business operations leadership for service delivery thru outsourced service provider (set the agenda/priorities)
  • IT: Excellent management of Office
  • Balance priorities and thrive in a complex global business environment
  • Identifying issues, determining financial implications and informing senior executives of opportunities, including providing recommendations
  • Increasing complexity associated with liquidity risk policies and the supporting measurement, monitoring and reporting infrastructure
  • Working knowledge of Canadian/International/US accounting and auditing standards

Skills For Senior Manager, Financial Plan Review Resume

  • Accounting and Reporting Pronouncements: Advanced
  • Managing/balancing the requirements and expectations of multiple internal and external stakeholders
  • Partnering with functional leaders, manufacturing and supply chain management
  • Support ad-hoc reporting/ projects as well as being a resource for the business unit on various accounting and reporting issues
  • Accountable for the day-to-day oversight of the company’s fixed asset accounting, management, and reporting functions including the related team members
  • Manage on-going work requirements while leading and participating in special projects / transactions
  • Drive completion of multiple simultaneous projects and proactively considering new alternatives and driving critical thinking to optimize results
  • Manage career progression for team members to include hiring, performance reviews, salary decisions, mentoring and coaching

Skills For Complex Claims Manager Financial Lines Resume

  • Log onto CP's issue management system, manage problems and change requests related to reporting including documenting resolution information
  • Prepare projections for upcoming events including narrative on changes for expenses and assumptions on revenues
  • Coordinate with all festival properties to establish best practices on budget tracking, staffing, and vendor selection
  • Work with internal and external parties for payment purposes, provide coding to AP when submitting payments
  • Review tracking on a daily, weekly or monthly basis (e.g. productivity tracking) to ensure productivity targets are met
  • Partner with the Director in developing a a communication process for appropriate sharing of results and trends with various stakeholders and sponsors
  • Conduct financial analysis and assist in the preparation of models for reporting of Capital Management, liquidity and funding
  • Improve and enhance technical proficiency by completing 40 credit hours of applicable training courses per year
  • A challenging position within a leading international company

Skills For Manager Financial Processes Resume

  • Communicate audit progress and findings by providing information in status meetings, highlighting unresolved issues on time
  • Conduct preliminary surveys of audit areas to assess risk and define scope; prepare planning memos; Audit Engagement Kick-Off and Exit Meeting presentations
  • Develop audit programs and planning documents ensuring complete coverage and analysis of assigned areas
  • Develops & recommends budget parameters based on a comprehensive understanding of the department’s financial position & forecasting model
  • Knowledge of commonly used accounting concepts, practices and procedures (including Sarbanes-Oxley and GAAP) required
  • Responsible for the evaluation of operating performance, identifying key opportunities for, or key examples of, improvement
  • Responsible for the training needs of financial counselors (Ensuring they are enrolled and completed)

Skills For Manager, Financial Analyst Resume

  • Lower the costs charged to location customers year after year, while maintaining or improving the level of service and quality
  • Develop relationships with peers and others to share ideas, for informal coaching and for mentoring
  • Responsible for driving the development of operational reporting to support the needs of the team
  • Set direction for the functional discipline across the organization by establishing and reporting on processes and procedures
  • Perform deep-dive analysis on key financial issues, identifying key drivers, providing insightful commentary, and thoughtful recommendations
  • Strategic / big picture thinking, balanced with an ability and appetite to ‘dig into’ the detailed content and understand the implications
  • Advanced knowledge in application of accounting concepts pertinent to Chief Accountant’s Group
  • Advanced understanding of the group’s risk and regulatory requirements is required

Skills For Manager, Financial Close Process Resume

  • Strategic/big picture thinking, balanced with an ability and appetite to “dig into” the detailed content and understand the implications
  • Manage multiple tasks and meet tight timelines without compromising the integrity of the information
  • Rapidly move up the learning curve on complex bank issues (e.g. legal entity structure, funding arrangements, technology infrastructure, capital and liquidity dimensions, etc)
  • Communicate effectively (oral and written), build strong working relationships and influence outcomes within and across divisions
  • Auditing experience and exposure to SOA desirable
  • Demonstrated ability to resolve issues by analyzing and evaluating possible solutions

Skills For Manager, Financial Project Senior Resume

  • Extensive experience designing and configuring the key integration points between SAP FI and other ECC modules
  • Business Intelligence Reporting: Skilled
  • Core Accounting Application: Skilled
  • Use effective and efficient approaches for choosing a course of action and take action that is consistent with available facts
  • CPA with an active license in good standing

List of Typical Responsibilities For a Manager Financial Resume


Responsibilities For Manager, Financial Performance Management Resume

  • Effective organizational & analytical skills
  • Effectively utilize a PC for extended periods of time
  • Maintaining effective internal control environment in accordance with Sarbanes Oxley
  • Years of related work experience: 2 – 5 years
  • Maintains strong, current technology and operations knowledge and the ability to communicate complex technical concepts to a variety of groups

Responsibilities For Senior Manager, Financial Development Systems Resume

  • OX experience
  • Update project depreciation and YTD spending for IT departments, prepare spending models for IT projects
  • Oversee the accounting, paperwork, and reconciliation of costs related to casting directors, assistants and associates
  • Drive L’Oreal Group Financial Norms compliance IT Budget Process and project planning management & process Compliance, implement industry best practices
  • Has developed and delivered KPI’s to senior leaders that drove decision making
  • Review completed fee-based financial plans from Prudential Advisor’s Financial Planners following company approved policies and producers
  • Manage, review and analyze weekly cost status reports submitted to company executives, including senior management of the TV group
  • Assist the Executive Director in the preparation of quarterly financial reporting for pilots and series
  • Manage all banking activities for the department

Responsibilities For Senior Manager, Financial & Operational Audit Resume

  • General accounting in accordance with US GAAP
  • BSc in Finance or Accounting studies
  • Evaluate/propose/design/acquire systems and applications for meeting business needs
  • Motivate team with passion to drive the team performance and success
  • Serves a primary role in the development & implementation of annual budget including fiscal resource allocation of appropriated, discretionary, endowment & gift revenues & expenses
  • Development and implementation of Illumina’s corporate performance management strategic and tactical roadmap
  • Proactively update Financial documentation and project business cases for IT projects

Responsibilities For Manager, Financial Audit Resume

  • Develop and maintain IT Financial allocation methodology in accordance with industry and L’Oreal Group best practices
  • Track and help manage IT Project Capital spend and project status, update necessary reports and dashboards
  • Maintenance of internal tools for market and competitor analysis (e.g., communication channels, competitors’ data bank) as well as coordinating them with equal teams or other Siemens’ units
  • Practical experience in one or more core markets of Siemens AG (electrification, automation, digitalization) and a deep understanding of the financial-services industry, particularly in terms of markets, competitors and business models
  • Several years of experience in the market research of a top management consulting company or a financial institution, demonstrated success in project work and management, as well as experience in market monitoring and competitor analysis
  • The incumbent is responsible for ensuring adherence to CIBC’s policies and procedures, as well as applicable legislations and regulations within the provincial jurisdictions
  • Experience in Oracle EBS – R12
  • Provide a business-based rationale for enhancements or process changes and communicate viewpoint in customers’ own terminology

Responsibilities For Senior Manager, Financial Plan Review Resume

  • Ensure Complex ‘Best Practice’ is maintained within their Complex team
  • Positively influence, in a multi-cultural environment, stakeholders at every level both internally & externally
  • Broad range of leadership competencies, from direction and pace setting to coaching and effective listening.Identify and address performance issues within the team
  • Fully developed specialist knowledge in Financial Lines technical claims topics (as listed over page)
  • Applies advanced knowledge of spreadsheet, word processing, telecommunications, and other software to support Treasurer’s Department objectives and meet the requirements of management

Responsibilities For Complex Claims Manager Financial Lines Resume

  • Serves a primary role in the development and implementation of annual budget including fiscal resource allocation of appropriated, discretionary, endowment and gift revenues and expenses
  • Manages budget and provides timely, accurate financial status for the current fiscal and future plan
  • Acts a Budget Office expert on units and functions within portfolio of responsibilities
  • Coordinates and completes all associated fiscal year close/open processes
  • Reviews and reconciles actual expenses to budget per NU Audit guidelines

Responsibilities For Manager Financial Processes Resume

  • Approves funds reallocation within budget as necessary and appropriate
  • Service Level Agreement and Metrics review of operational results, follow-up and renewal
  • Insure outsource provider maintains complete and updated business process procedures
  • Collaborate with GPO to proactively drive process and system related challenges/opportunities
  • Collaborate with GPO process leader to drive E2E operational metrics and customer satisfaction
  • Collaborate with internal audit/compliance groups
  • Own the service/solution enhancement/continuous improvement process by active participation in process
  • Participate in buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 companies and private equity investors

Responsibilities For Manager, Financial Analyst Resume

  • Assist in the management and coordination with client, KPMG’s engagement teams, and third party diligence providers throughout the transaction process
  • Help coordinate staff in the field and in the office to provide real time feedback and guidance to client and diligence providers to help ensure timely and efficient product delivery
  • Interact with senior and middle management, as well as internal and external peers
  • Develop and communicate recommendations, which resolve or prevent errors and improve controls within the audited entity
  • Serve as project manager of moderate to large audits with moderate to high complexity and perform special reviews as requested
  • Assist in development of the annual plan, including linking strategic initiatives of the segment to the key audit risks. Understand business changes and adapt audit plan throughout the year

Responsibilities For Manager, Financial Close Process Resume

  • Manage buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to Fortune 1000 and middle market companies and private equity investors, specifically in the Healthcare sector
  • Train and review all work completed by the two Senior Financial Analysts
  • Assist show Estimators and Estimating Directors in maintaining the weekly reporting format and functional formulas in order to generate consolidated reporting to senior management
  • Handle reporting to the corporate financial teams for cable residuals, Canadian buy-outs, and tax incentives
  • Manage overhead allocations to the active shows on a monthly basis for construction, post production and MIS based on usage and length of productions
  • Prepare and address audit requests from the participations team as well as from internal and/or external auditors by providing the initial supporting documentation to the Executive Director for review and approval

Responsibilities For Manager, Financial Project Senior Resume

  • Monitor the actual costs to date on the shows in Production Services Limited (PSL), SAP and Easy Budget systems
  • Assist the Executive Director in conducting quarterly tests on shows’ reporting methods and evaluate the accuracy of the reporting by testing the sub systems (PSL and Vista) against the budgeting tool and SAP
  • Develops NMG budget including wRVU and revenue projections
  • Oversee accounts receivable, accounts payable, payroll, and general accounting processes as performed in an offsite location
  • Oversees routine budget reconciliation & analyzes budget position
  • Recommends funds reallocation within budget as necessary & appropriate

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