Finance Operations Manager Resume Samples

Description :

1. Responsible for data integrity and management of all renewal reporting in 2 systems concurrently for 17,000+ opportunities with total contracts valued at more than $280 million/year.
2. Communicated insights to Executive Management.
3. Led a team of 6 international renewal analysts, and 1 operations analyst.
4. Developed process improvements to enhance quote generation efficiency.
5. Prepared and presented of weekly renewal rate and revenue forecast for executive meeting.
6. Played a critical role in developing and supporting of business requirements for the implementation of Saleforce.com for the newly formed Customer Success team.
7. Created and implemented reporting dashboards with the Director of Maintenance Operations used by the Executive and Sales Management teams.

Experience

10+ Years

Level

Senior

Education

GED

Description :

1. Responsible for managing the daily operations for a high net worth team that specializes in securities-based lending, asset protection, and income generating strategies for Fortune 500 Executives with publicly traded stock.
2. Knowledged of multiple custodians' operational software platforms including Merrill Lynch, BNY Mellon/Pershing, Fidelity, Charles Schwab, and TD Ameritrade.
3. Managed and processed account service requests: new client account documentation, account transfers, ACH setup, fed fund wire requests, online access setup and orientation.
4. Input data into financial planning tools.
5. Created detailed data reports, track error logs, verify integrity of data.
6. Reviewed daily branch reports and alerts and process accordingly.
7. Assisted in the preparation of client reports and other materials for client meetings.

Experience

2-5 Years

Level

Executive

Education

M.B.A. In Business Administration

Description :

1. Managed operations with direct supervision of 10 team members.
2. Facilitated weekly staff meetings to share information, respond to issues and avoid escalations.
3. Developed incentive programs to improve performance.
4. Maintained of accounting records for all daily activity and preparing of back-up reports.
5. Updated, tracked and monitored account status, execute letters and notices, and generate daily and weekly financial statements and other statistical reports.
6. Met multiple daily deadlines, processing of checks and electronic deposits and ensure proper routing, clearance, imaging and statement rendering.
7. Directed month-end production meetings, generated forecasts and set performance milestones to ensure accuracy and timeliness of month- end deliverables.

Experience

2-5 Years

Level

Executive

Education

MS

Description :

1. Conducted financial planning and analysis activities for SAIC's Advanced Communications Systems Engineering Operation ($50M annual revenue).
2. Led annual business planning processes and created annual operating and capital expenditure plans for five consecutive years.
3. Created financial models using Microsoft Excel.
4. Estimated cash flow, return on investment (ROI), and net present value (NPV) for projects being considered.
5. Developed monthly and quarterly revenue and profit forecasts and pro forma income statements for senior management.
6. Conducted period-end revenue recognition close, completed journal entries, and ensured operation adherence to Federal Acquisition Regulation (FAR) and Cost Accounting Standards (CAS).
7. Analyzed organizational performance and made recommendations to maximize revenue and profit.

Experience

5-7 Years

Level

Junior

Education

MBA In Finance Specialization

Description :

1. Managed project accounting department consisting of 10 financial analysts.
2. Assisted SAIC project managers with the development of cost and schedule baselines and earned value management (EVM) performance reporting and analysis.
3. Participated in special projects as requested by the Chief of Finance.
4. Processed, adjusted, and maintained over 30,000 subscriber and group business accounts.
5. Maintained contact management systems with up-to-date key client information.
6. Provided team with up-to-date calendar including daily, weekly, and monthly activities.
7. Created reporting methodology for critical issues, including deriving active customer definitions used for SEC 10k filing.

Experience

2-5 Years

Level

Junior

Education

MBA In Finance Specialization

Description :

1. Managed the accounts receivable side of the newspapers.
2. Ensured staff is following procedures to collect accounts in a timely manner.
3. Provided customer service excellence on the telephone and in person.
4. Worked closely with the sales staff to assist with revenue building and ensure customer contract compliance.
5. Streamlined and monitored the billing process for accurate and timely customer billing to improve the DSO.
6. Performed reconciliation of customer accounts to assist in the collection process.
7. Resolved help desk issues and testing software upgrades prior to implementation.

Experience

5-7 Years

Level

Executive

Education

A.A. In Management

Description :

1. Managed T&E department.
2. Maintained expense system and Corporate Card Program.
3. Processed weekly SAE file from Concur and process in Oracle AP.
4. Monitored employee spending to ensure compliance.
5. Collaborated with Procurement Team to maintain company travel and expense policy.
6. Partnered with AP, AR, PA, Audit, FP&A, HR, and Payroll to ensure proper accounting and controls.
7. Worked closely with Internal and External Audit.

Experience

5-7 Years

Level

Executive

Education

MS

Description :

1. Oversaw the development of an extensive database of political contributions and donor information in compliance with Federal Election Commission requirements.
2. Organized and implemented direct mailing solicitation activities.
3. Compiled and organized an extensive library of campaign literature, press releases, and media advisories.
4. Conducted extensive internet research on prospective donor histories and campaign spending filings.
5. Directed volunteers in campaign activities.
6. Served as an advisor to the candidate and senior campaign staff members on project solicitations.
7. Staffed the candidate at various community events.

Experience

5-7 Years

Level

Executive

Education

GED

Description :

1. Responsible for all forecasting activities of the Operation that includes revenue and fee estimation, overhead cost analysis, profit estimation, DWC forecasting, and overhead rate development.
2. Responsible for period close activities entailing proper revenue recognition, variance analysis, and management reporting.
3. Managed, troubleshoot, and enhanced operational and program management financial execution involving multiple business partners.
4. Advised, consulted, and provided recommendations to Operation, Division, and Program Managers on the financial aspects of the business.
5. Prepared reports and analysis using CostPoint, Hyperion Reporting, Ariba Procurement, Cognos reports, and multiple internal business tools.
6. Coordinated financial functions including bid and proposal submission and contract closeout.
7. Collaborated and built teams with multiple business partners including Contracts, Procurement, accounts receivable, and management.

Experience

5-7 Years

Level

Executive

Education

BS

Description :

1. Responsible for monitoring and ensuring the timeliness, completeness, and accuracy of source data to facilitate the reconciliation to General Ledger across multiple business platforms.
2. Responsible to supervise daily production output, quality, and monitor processes and procedures to ensure service level standards are met.
3. Responsible for cross-functional teams, provide leadership guidance, training, and coordination of daily activities Actively monitor daily production reports to ensure that department SLA is achieved.
4. Managed vendor and custody relationships to ensure service levels and quality standards are met Provide tactical leadership and direction for team members Initiated weekly calls with execution teams to open relationship and address any issues that arise Foreclosure Logistics Successfully planned and implemented the startup department for logistics with regards to hiring, training, creating process workflows and procedures.
5. Participated in and tested the implementation of Oracle.
6. Reported expense analysis for senior management for budgeting review.
7. Worked in conjunction with the Human Resources department to hire, train, motivate, counsel, and review staff.
8. Assisted with month-end close process, commission chargebacks, and annual audit.

Experience

5-7 Years

Level

Executive

Education

G.E.D