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Finance Specialist Resume Samples
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0-5 years of experience
Managed the planning, reporting & analysis of a Global Business Architecture & Human Resource budget
- Produced monthly financial and headcount reports to be distributed to Global HR and Global Markets operations leads that allowed executives to make key business decisions
- Developed financial tools in Access and Excel used to provide ad-hoc analysis of financial data to be distributed to firm executives
- Implemented accounting control enhancements and process improvements through the creation of off-line financial reports
- Partnered with technical team to develop and deploy a global productivity reporting tool that created key metrics that enhanced productivity
- Developed training materials for a productivity reporting tool that was referenced by a global user base
- Provided functional and secondary technical support for global financial reporting tools
6-10 years of experience
Processed Purchase Orders, Investigation Requests (IRs), Request for Quotes (RFQs) and Negotiation Documents
- Monitored open order items over one year old and worked to improve export shipment dates
- Worked with Financial Shared Services personnel to resolve payment issues
- Expedited approvals for payments through the program offices
- Initiated wire transfer payments for FSS processing and [company name] Treasury and maintained metrics log
- Implemented and maintained key metrics of activities
- Provided Network Activity (NWA) charges to FSS for all “No P.O.” billings: American Express, telephone charges, car rentals, Citibank, Visa billings, etc.
0-5 years of experience
Acted as the financial liaison between interdepartmentally, being the first step for inquiries regarding financial policies, donations and/or fundraising account discrepancies.
- Managed the financial accounts of over 2000 participants with revenue of over $20,000,000.00.
- Ensured accounts were charged and/or credited accurately & problem-solved inconsistencies.
- Provided administrative support to the Finance Director in research, analyzing and reporting while having high discretion.
- Maintained and updated Dashboard database to reflect changes in participant financial accounts.
- Was responsible for creating all new participant fundraising accounts.
- Processed all participant reimbursement requests, making certain funds were available for pay.
- Provided food, lodging and travel arrangements for over 75 participants traveling internationally.
10+ years of experience
Developed multiple finance and sales processes to enable the highest revenue and customer experience.
- Developed multiple finance options directed towards high net worth clients, increasing revenues.
- Trained finance specialists on finance language enabling clients better understanding of benefits.
- Maintained high levels of customer service while managing each applicant’s and support staff’s expectations.
- Maintained knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines.
0-5 years of experience
Developed and maintained client product databases, spreadsheets and related management reports for budget development, invoicing and administration
- Conducted meetings to forecast budget and complete variance analysis
- Provided support to sales team and processed orders to ensure finance goals were met
- Computed, recorded and reconciled numerical data to maintain financial records
- Reviewed reports for accuracy of figures, calculations and postings pertaining to business transactions
- Collaborated in restructuring software operations to make more user-friendly, increase accuracy and enhance customer service
0-5 years of experience
Monitored daily credit exposure including pre-clearing of trade requests and analysis of new transactions to ensure compliance
- Reviewed, analyzed and approved master netting agreements, parent company guarantees, letter of credit and ISDAs
- Handled new counterparty requests for customers and vendors
- Analyzed all physical business transactions by counterparty for credit compliance including exposure by daily delivery, exposure grouped by month going forward, tenor exposure and notional value
- Handled daily cash flow forecast
- Communicated with customers regarding payment confirmations & late payments, handled the releasing of payments, as well as charge and process of interest invoices
- Assisted in acquiring Parent company guarantee renewals and audited financial statements
0-5 years of experience
Managed deductions and check processing for over twenty retail and store brand accounts across the US in support of Sales, Supply Chain and Customer Finance.
- Utilized SAP R/3 to process over $9 million in deductions in fiscal year 2011
- Issued over $11 million in checks annually
- Reduced service fees by over $110K for key food account in fiscal year 2011
- Analyzed contracts, pricing and data for discrepancies against claims
- Followed established matrix guidelines and standard operation procedures to ensure claims were processed in compliance with internal audit requirements
- Developed collaborative working relationships with multiple internal and external customers and sales to manage balances
6-10 years of experience
Assisted students with Financial Aid documents and counseled them about their career path.
- Provided students with an overview of the enrollment and financial process as first time college students through initial interviews.
- Maintained student’s files up to date and assisted in the preparation of internal and external audits, completed tracking reports, payment and loan disbursements and other monthly reports.
- Conducted exit counseling upon student’s graduation to assist them with student loans.
- Developed and conducted entrance and exit workshops for students.
- Attended various workshops and trainings for professional development.
0-5 years of experience
Produced and processed timely and accurate invoices for Cost Plus; Fixed Price, and Time & Material government and commercial contracts
- Recorded and reconciled inter/intra-company transactions
- Reconciled and analyzed AR reports with the aim of reducing AR aging and write-offs in accordance with department goals
- Identified opportunities to increase revenue by implementing process improvement and supporting tools
- Developed, delivered and enhanced the central repository for the billing department using Sharepoint Server
- Supported the implementation and development of multiple projects utilizing webparts; workflows, lists, and libraries via Sharepoint Server
10+ years of experience
Ran technical reports in regards to Finance in multiple markets including USA, Canada, Japan, and Australia.
- High level of customer service provided to customers in regards to explaining the finance aspect of the business.
- High level of critical thinking skills involved in running finance reports to ensure accuracy.
- Trained current and new employees on the Finance portion of the business.
- Trained in multiple types of equipment, GE medical radiography equipment, Phillips Fluoroscopy equipment, Carestream Digital portable X-ray unit, C-arm Fluoroscopy unit, pacs/synapse system.
- MS word, MS excel, MS outlook, MS powerpoint, and MS access.
10+ years of experience
Prepared an average of 75 various types of invoices with an error rate of .01%
- Assisted in the Cash Application process to increase the monthly cash flow goal of 113M.
- Assisted the Contract Managers with Special Requests, such as audits.
- Reduced billing rejection rate to less than 0.5%.
- Supported Government Property Department in the preparation and distribution of the Authority to Ship forms.
6-10 years of experience
- Recognized and awarded for reducing my ATB and maintaining zero of 30 days on my accounts by having a great relationship with my fields sales and brokers for 2005
- Analyzed and determined validity of customer deduction on promotion claims (residuals)
- Provided support and direction to field sales to resolve residuals
- Applied cash, issued checks, and assisted teams to meet goals set by the department
- Ensured controls, activities, and processes were in compliance with policies and procedures of CCNA
- Trained new associates
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Finance Specialist
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
