Director Of Financial Services Resume Samples

As a Director Of Financial Services, the person will be responsible for creating financial reports, develop long-term financial goals, and coordinate financial staff. Working for a variety of financial institutes and dealing with various types of money matter, these directors shoulder all the duties that are mentioned on the Director Of Financial Services Resume – hiring and training financial staff, monitoring staff financial goals, writing risk reports, establishing business relationships, analyzing financial records; developing annual budget plans; and taking responsibility for recouping delinquent payment from customers.

The nature of the job requires strong skill sets in multiple arenas and companies prefer to hire those with the following skills – the ability to work equally with money and people; independent decision-making skills, and proficiency with accounting and Microsoft software. Most of these posts are open for those having an advanced degree in accounting or finance.

Director Of Financial Services Resume example

Director Of Financial Services Resume

Summary : Hands on results-oriented finance professional with a proven record of identifying and executing profitable solutions and achieving quality outcomes. Experience in providing business, financial and operational leadership in organizations that value skill, flexibility and big picture thinking.

Skills : Financial Accounting, Reconciliation, General Ledger, Capital Assets.

Description :

    1. Manage and interpret financial and operational data to measure performance and identify improvement opportunities.
    2. Responsible for overall direction of financial services, business services, health information management, admissions, cost reporting, OSHPD reporting, audits, payroll, accounts payable, information technology and materials management.
    3. Selected responsibilities in related areas from time to time, as directed by CEO/CFO.
    4. Served as Project Manager for the Electronic Health Record Steering Committee.
    5. Coordinated implementation with medical staff, management, nursing and clerical staff in developing and executing the transformation of paper based medical charts into an electronic health record.
    6. Project was fully implemented within 7 months of contract execution and 10% below budget of $2,100,000.
    7. Responsible for leading the district to successfully achieving stage 1 meaningful use within 90 days of software implementation.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Preventive Medicine


Sr. Director Of Financial Services Resume

Summary : Experienced Financial Services professional and certified public accountant with an established track record in managing enterprise-wide risk exposures in manufacturing,

Skills : Professional Leadership, Medicare and Managed Care Billing Knowledge, Kronos Payroll System.

Description :

    1. Managing the staff to achieve their goals within the department.
    2. Construction drawdown as outlined in the Bond agreement.
    3. Reconciliation of all balance sheet clearing accounts related to student loan activity and payroll taxes.
    4. Responsible for the set-up and maintenance for the student tuition billing (Banner), refunds and collections of funds due.
    5. Working closely with Financial Aid regarding the Federal, State Grants and private funding, billing, the drawdown of funds and report filings.
    6. General Grant processing including filing for drawdowns and Audit reconciliation of labor and expenditures.
    7. Created project plans, lead the implementation team to enhance the finance systems to reduce non-value steps, reducing costs.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS In Accounting


Jr. Director Of Financial Services Resume

Summary : Assistant Director of Financial Aid is responsible for the management and supervision of front-line staff in the area of financial aid customer service. Work effectively with a wide range of constituencies in a diverse community.

Skills : Excel, Microsoft Office, Microsoft Word, Management, Accounting, Retail, Sales.

Description :

    1. Improve operational efficiencies and drive positive impact to cash flow through the entire order to cash process.
    2. Maintained optimal sales while reducing DSO, bad debt, and expenses.
    3. An excellent track record in managing a large accounts receivable portfolio, while building close relationships with key accounts.
    4. Responsible for the overall soundness of the accounts receivable, while providing vehicles to allow every sales opportunity to become a sale.
    5. Direct the management of all financial services to customers, including customer master set-up and maintenance; customer account pricing, price exceptions, and contractual issues; invoicing and cash posting; credit and collections; and customer financing.
    6. Ascertain that all department policies are carried out in a fair and reasonable manner, and within all legal guidelines.
    7. Provides collaborative leadership with excellence in problem solving, resource management, and team mentoring and training.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Finance

Director Of Financial Services III Resume

Objective : To secure a position Director Of Financial Services for a secretarial or office position that would allow to serve as a key member of a management team. Support the review and updating of the Financial Aid Procedures Manual.

Skills : Communication, Networking, Creative, Outside Of The Box Thinking, Creative, Social.

Description :

    1. Maintained departmental files.
    2. Opened and distributed department mail.
    3. Coordinated property and corporate office personnel travel arrangements.
    4. Assisted with organizing training sessions and corporate lunches.
    5. Contact person for the property (clients) and corporate office inquiries.
    6. Compiled and distributed monthly report packages to property owners.
    7. Distributed checklists for new properties to ensure property setup.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Finance

Director Of Financial Services II Resume

Summary : Reporting to the Director of Financial Aid, the Assistant Director must maintain knowledge of all Federal, State, and institutional regulations, policies and procedures.

Skills : Microsoft Office, Microsoft Word, Management, Hiring, Hipaa, HCPCS, Billing, Insurance Verification, Customer Service, CPR Certified, Dentrix, Detail Oriented.

Description :

    1. Responsible for training new staff on processing Title IV funding.
    2. Assist students/parents with the completion of the FAFSA process.
    3. Assigned the appropriate budget to a student and package the student (award their aid) as well as ensure that aid is paid to students' accounts in a timely manner.
    4. Responsible for complete and accurate files, and complete Basic Verification and C Code Requirements.
    5. Provided entrance and exit counseling for students.
    6. Completed monthly payment plans with students.
    7. Billed and received payments from students.
    8. Submitted invoices to third party agencies.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor In Marketing

Director Of Financial Services I Resume

Headline : To obtain a challenging position with an industry leading organization allowing to utilize analytical, problem solving, and leadership skills. As an experienced Director have lead teams that range in size. Our focus has been new business development in a multitude of verticals.

Skills : Advanced Excel, Microsoft Office, Powerpoint, Hyperion Essbase, Financial Reporting, Budgeting, Due Diligence, Modeling, Auditing, Projections, Board Presentations.

Description :

    1. Supervise student billing and receivables.
    2. Prepare and review the company's financial statements for the CEO and board of directors.
    3. Maintain the company's $5 million dollar budget by monitoring costs and analyzing revenue streams.
    4. Monitor cash flow for LTSG, SRHPF and ECLS.
    5. Manage grant funds and prepare appropriate financial reports per grant guidelines.
    6. Prepare and maintain a budget for LTSG, SRHPF, and ECLS.
    7. Supervise, monitor and gather financial information for external audits.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS In Accounting

Director Of Financial Services/Advisor Resume

Summary : Goal-driven performer who has extensive experience in handling multiple tasks Skilled professional who has demonstrated the ability to successfully organize and manage office functions. Enthusiastic performer who consistently displays notable medical skills Dynamic customer noted for exemplary interpersonal and customer service skills.

Skills : Microsoft Office Suite, Financial Advisor.

Description :

    1. Provide students with accurate information regarding the application process, loan counseling and their eligibility for State/Federal financial assistance, alternative financing, contracts and/or institutional payment plans.
    2. Inform students of their financial obligation, the institutional financial options, and financial policies and procedures as related to their educational expenses.
    3. Determine Title IV eligibility through an approved needs analysis Financial Aid software system (CampusVue) for students requesting Financial Aid.
    4. Update appropriate tracking systems for timely processing, funding, billing, and collections.
    5. Maintain an approved tracking system for applications and missing documents for timely follow-up and completion in accordance with company policies and procedures.
    6. Monitor and follow up on the status of all pending student loan documents (federal, state or credit) in order to maintain an accurate accounting of each student's financial aid package through the first disbursement.
    7. Preparing invoices for third-party vendors and students as well as a collection of those payments.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Certified Application

Director Of Financial Services/Consultant Resume

Headline : Able to work independently and execute appropriate corporate procedures as necessary; reputed for in-depth expertise in implementing policies and procedures to optimize efficiency. Entrepreneurial thinker with outstanding record of achievement in delivering innovative solutions and facilitating personnel development.

Skills : Microsoft Office, Macola Accounting Software, Navision Accounting Software, Microsoft Outlook.

Description :

    1. Manage a group of employees at the campus to maintain and reduce the company's cohort default rate.
    2. Supervise a call center environment with daily operations regarding student loans.
    3. Corporate trainer for all Financial Services Advisors in regards to job duties, company policy, procedures as well as federal rules and regulations to ensure compliance.
    4. Monitor internal payment plans to maintain receipt of payments.
    5. Serves as a liaison between institution, third party default management agencies, student and lender.
    6. Monitor default management reports and identify students who are at risk of default.
    7. Train and supervise the Financial Aid staff at 11 campuses.
    8. Assist in processing active and inactive Credit Balances for all campuses.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Finance

Director Of Financial Services/Coordinator Resume

Headline : Provides leadership and vision regarding financial aid strategies related to institutional student recruitment and retention goals and works collaboratively with other departments to achieve those goals.

Skills : Fluent Russian and Spanish.

Description :

    1. Management of student financial aid and business offices.
    2. Analysis, development and implementation of financial aid and business office policies and procedures.
    3. Extensive one-on-one, personal financial aid counseling to students, parents and prospective students.
    4. Assisted in the conversion of awards, policies, and procedures of financial aid students from clock hours to credit hours.
    5. Management of Satisfactory Academic Progress (SAP).
    6. Issued monthly bills to all students.
    7. Return of Title IV Funds as required for clock and credit hour students.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA

Director Of Financial Services Resume

Summary : To secure a Director Of Financial Services position that will utilize and challenge experience and knowledge. Responsible for development of the financial aid budget, monitoring and control.

Skills : Proficient in Word, Power Point, Excel.

Description :

    1. Included supervising and training of office administrators and outside school managers.
    2. Reconciled ledgers for 400+ student financial aid accounts.
    3. Maintained and submitted an annual reports for the Department of Education and other accrediting agencies.
    4. Prepared files for annual compliance audits.
    5. Compiled weekly income statements for tuition accounts.
    6. Maintained time and attendance records.
    7. Developed and updated forms, policies and procedures concerning financial aid and money operations of four satellite schools.
    8. Coordinated with an outside servicer and bank for receipt of federal funds.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Business