Technology Finance Resume Sample

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Alexandro Emmerich
765 Keon Circle,  Los Angeles, CA
+1 (555) 871 3426

Work Experience

Director, Product & Technology Finance
10/2017 - PRESENT
Chicago, IL
  • Advise the business unit on shaping the Technology Infrastructure strategic direction
  • Develop ‘what if’ scenarios for Technology Infrastructure costs
  • Provide constructive challenge to forecasts
  • Own forecast commentaries that provide insight to the business
  • Review and agree scope of budget transfers with receivers / senders
  • Review the functions’ standard KPI's
  • Ensure Pearson’s anti-bribery and corruption practices are in place, operating effectively and are in compliance
Technology Finance Analyst
09/2014 - 09/2017
Detroit, MI
  • Challenging, but achievable pipeline plans. Accurate forecasts with no surprises
  • Complete and accurate reporting
  • Partners with the Technology Business Management team to develop and manage Visa’s Capital Planning process including budgeting, prioritization, reporting and stakeholder communication
  • Provides insightful financial analyses and presentations (standard and ad-hoc) to leadership, which contribute to their effectiveness and the oversight of Global Technology’s financial health
  • Ensure processes are in place to provide the proper level of transparency on expenses with a focus on key drivers across Fixed Income Tech with particular focus on application costs
  • Provide weekly headcount status updates for Product Area’s within Enterprise Technology
  • Develop and maintain complex analytical models requiring extensive and advanced use of Excel to facilitate the DA process
Portfolio Decision Analyst Technology Finance
05/2012 - 06/2014
Chicago, IL
  • Develop ongoing relationships with key client groups (Commercial, all functions in Technology, Strategy, etc) to gain an understanding of key milestones and relevant decisions to be made
  • Direct crop and functional project teams to develop creative and realistic alternative development and resourcing strategies for future projects
  • Ensure objectivity and thoroughness in team discussion by constructively challenging the team to eliminate bias and encouraging thorough review of appropriate data prior to discussions
  • Identify and coordinate external expertise and sources of input to enhance understanding of complex issues, increase confidence in the assessments of the key drivers of value for a project, and increase the likelihood that the full range of possibilities are considered
  • Use analysis results to provide meaningful insights, which enhance decision-making
  • Determine and employ appropriate mechanisms to effectively communicate findings and recommendations, including presentations to project teams and senior management (e.g. Technology Leadership Team (TLT))
  • Interface with the firm’s federation and revenue producing divisions, including Finance Controllers, Finance Risk and Securities Division Management teams to understand and document requirements


Northwood University - Florida Campus
2008 - 2012
Bachelor's Degree in Finance

Professional Skills

  • Strong interpersonal, communication and teamwork skills. Ability to effectively work across organizations
  • Strong analytical and reporting skills, including financial modeling capability
  • Excellent analytical, planning, problem-solving, and organization skills
  • Advanced proficiency with Excel, databases and pivot tables in Excel, and strong PowerPoint skills
  • Strong technical skills, especially in Microsoft Excel and PowerPoint, to manage large volumes of data into meaningful insight
  • Effective communications and interpersonal skills in working with division IT and finance colleagues
  • Experience with financial analysis / modelling. Demonstrate the ability to present complex financial analysis in clear oriented business recommendations

How to write Technology Finance Resume

Technology Finance role is responsible for reporting, finance, powerpoint, modeling, design, excel, software, architecture, securities, microsoft.
To write great resume for technology finance job, your resume must include:

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

Contact Information For Technology Finance Resume

The section contact information is important in your technology finance 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 Technology Finance Resume

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

Representative Technology Finance resume experience can include:

  • Proven ability of planning and executing medium range and long term strategic goals
  • Experience with financial reporting and forecasting; financial/budget management
  • Experience in finance or accounting or related field
  • Three to five years’ work experience in Accounting and/or Finance with a large public company
  • Shift between conflicting priorities and ability to multi task
  • Building and maintaining strong partnerships and relationships with the various business office contacts, finance partners and other key ICG O&T partners

Education on a Technology Finance Resume

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

When listing skills on your technology finance 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 technology finance skills:

  • Demonstrate a good level of planning and execution of medium range and long term strategic plans
  • Business skills: ability to contribute to overall business strategy and to support management team to achieve strategic goals
  • Advanced in MS Excel (analytical and modelling) skills
  • Presentation skills in MS PowerPoint
  • Experience of managing / reporting on expenses preferably within the financial services industry
  • Demonstrated success in managing complex projects and processes

List of Typical Experience For a Technology Finance Resume


Experience For Technology Finance Analyst Resume

  • Work with Business Managers to develop Investment Outlook based on strategic priorities
  • Provide Monthly Investment reporting to Finance for Operations &Technology Corporate reporting
  • Track unbudgeted spend and work with Finance to ensure transfer of funding from sectors
  • Establish and enforce data quality standards and project investment categorization definitions/mappings in Capital Planning tool
  • Report, track and analyze CTI Investment spend
  • Coordinate and complete of annual Capital Plan
  • Align actual Investment spend with Finance/Controllers

List of Typical Skills For a Technology Finance Resume


Skills For Technology Finance Analyst Resume

  • Highly effective and motivated to drive results in cross-functional environments that are fast paced in growth and change
  • Technology Business Management (COO/CAO type)and strong Financial Management Background
  • +3 years of experience in financial/business management
  • Act independently, work on multiple projects simultaneously, prioritize tasks and meet deadlines
  • Strong sense of initiative and drive
  • Providing robust analysis and interpretation of data, spotting trends and variances and providing business-focused reporting commentary
  • Facilitating various meetings including regular staff meetings, periodic business and finance reviews and other ad hoc activities as required
  • Understanding of Monsanto’s business
  • Assist ETR CFO in developing plan targets, overseeing operating and capital budgets; review, track and aggregate budgets/forecasts

Skills For Director, Product & Technology Finance Resume

  • Interface with the firm’s federation and revenue producing divisions, including Finance
  • Technologies: o Linux and shell scripting, TDD (JUnit), build tools (Maven/Gradle/Ant), Scala, Spark, Tableau
  • Flexibility to work in a fast-paced, changing environment
  • Provide linkage between Technology and the business/finance teams to increase the level of transparency, understanding and acumen across both subject areas
  • Manage the financial system’s architecture supporting the technology organization

Skills For Business Technology Finance Analyst Resume

  • Support monthly financial recoveries process for multiple expenses including indirects, depreciation and other Corporate overhead allocations
  • Management of accruals and operating margins
  • Support the Company’s NPI process; drive financial analysis on pricing, ROI, market and competitors
  • Ensure monthly reporting is accurate, delivered in a timely manner and provide crisp, business driven insight into the financials
  • Knowledge of Citi, the financial services industry and Technology organizations in Citi
  • Values diversity and demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organizational success
  • Support executive Level Presentations on strategy, budget, project delivery, controls, risks, etc. Supporting the Front Office (Business/Product and Business Managers) in understanding and challenging the full front to back technology allocations
  • Partner with Senior Management to provide insight and transparency around the technology expense base
  • Detail oriented with ability to see big picture

Skills For Portfolio Decision Analyst Technology Finance Resume

  • High standard of work with attention to detail
  • Technologies: Web/RESTful service development: HTML 5, JavaScript/AngularJS/React/Redux, JSON
  • Commitment to teamwork and partnership for work on a broad range of projects
  • Commitment to quality with attention to detail
  • Strong Computer skills including Excel; able to design and maintain forest models, pivot tables, macros etc., PowerPoint to create presentations, and proficiency in reporting tools (e.g. Business Objects, Microstrategy, Qlikview)
  • Excellent written and verbal communication skills, with the ability to present finance technology concepts in a concise executive level summary to senior management
  • Effective delivery and time management with ability to deliver quality product consistently under tight deadlines

Skills For Technology Finance Manager Resume

  • Understanding Finance concepts would be an advantage
  • Providing robust analysis and interpretation of data, spotting trends, variances and providing business-focused reporting commentary
  • Participating in the annual budget process and monthly / quarterly rolling forecasts through the year with oversight from the business unit manager
  • Participating in the development and tracking of financial targets (e.g. expenses, productivity, headcount etc.) by which the various asset classes are managed
  • Assist in monthly financial forecast process

Skills For Associate CIB Technology Finance Resume

  • Management of monthly financial variance commentary
  • Continuously streamline processes to eliminate inefficiencies and improve results
  • Building a comprehensive understanding of the global MSST expense base; tracking and reporting on the financial performance of the Organization and being a trusted point of contact on finance related matters
  • Working with the various Chief of Staff teams, providing insightful financial and business analyses and developing senior management reports, to define and track key operational metrics to help track performance, drive business decisions, and achieve goals
  • Producing regular and ad hoc high quality reports in line with agreed reporting schedules and ensuring the timely distribution of these against agreed SLAs and using appropriate dissemination channels

Skills For CIB F&BM Banking Technology Finance Manager Resume

  • Participating in a range of processes to drive the organization’s global resource and location strategy and the achievement of wider productivity efficiency targets
  • Undertaking operational reporting activities as required, e.g. the production of performance dashboards and scorecards used at all levels within the Organization up to senior management
  • Building a thorough understanding on the complexities of the overall net P&L, having a firm knowledge of the organization’s software capitalization process (capitalization credits, amortization etc.), client allocations and inter-departmental cross allocations
  • Working closely with the Chief of Staff Organization on ad hoc compliance and regulatory driven activities
  • Provide analytical and strategic financial decision support to Enterprise Technology & Risk (ETR) CFO and Management
  • Identify risks and opportunities related to budget, forecast, estimates and balance sheet usage

Skills For Senior Manager, Technology Finance Resume

  • Provide transparency and insight on infrastructure technology spend through development of analytics, metrics, and KPIs
  • Partner with ETR Management on workforce strategy, cost optimization and efficiency programs
  • Play a significant role in Multi-Year Planning process and ensure all relevant inputs are accurately reflected and the Plan is delivered and analyzed in a timely manner
  • Manage the analysis and reporting of statistical data regarding budget costs, actual expenses, current forecasts and other performance indicators
  • Manages financial planning and analysis to drive business performance

Skills For Technology, Finance Engineer, ORT, Analyst Resume

  • Ensure monthly allocations to the Business are analyzed and any issues highlighted and resolved
  • Develops long-range financial plans to support business strategies and initiatives
  • Develops risk mitigation strategies for the department

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