The primary duty of a Financial Account Manager is to establish financial status by drafting and executing systems for the collection, analysis, verification, and reporting of all financial account information. A well-written Financial Account Manager Resume mentions the following account abilities – planning and overseeing accounting strategies, overseeing accounting daily operations, monitoring and analyzing accounting data, setting up and monitoring accounting KPIs, adhering to proper accounting methods, policies, and principles; recruiting and hiring new employees, training new employees, providing recommendations, meeting financial accounting objectives, and adhering to proper accounting methods, policies, and principles.
Apart from proven work experience, the following skills are often seen on eligible resumes – computer skills on MS Office, excellent knowledge and experience with accounting software and databases, a good understanding and knowledge of accounting principles, practices, standards, laws, and regulations; and good time-management skills. A degree in Finance or Accounting is a basic and minimum requirement. However, higher qualifications are an asset.
Objective : Goal is to secure a career with a growth oriented organization that will utilize my education, experience and ability to impact long-term business priorities of the company. Background in negotiations, personal and business planning, along with my impeccable track record for service ands sales results will be an asset to any organization.
Resolved months of backlogged work, restored order and organization to processes/records in disarray, researched and solved billing and invoicing problems that had previously been missed for 3 companies, each with separate records.
Reviewed, verified and processed accounts payable and accounts receivable transactions for 3 separate companies.
Created, organized and maintained excellent hard copy files for accounts payable, accounts receivable, petty cash, bank records, business loans, employee expense reports and owner loan records for 3 companies.
Prepared and distributed monthly financial reports to upper management for 3 companies.
Worked closely with outside accountant to ensure all journal entries and reconciliations were completed and to prepare year end reports to file taxes for 3 companies.
Reviewed and verified employee expense reports for proper reimbursement.
Worked with occasional Officer Manager responsibilities.
Experience
2-5 Years
Level
Junior
Education
BA
Financial Account Manager Resume
Summary : To obtain a challenging Financial Account Manager position in a company committed to professionalism and integrity where I can make a positive contribution and continue to expand my knowledge and skills.
Skills : Word, Excel, PowerPoint, Internet Research.
Description :
Responsible for the overall financials of the Florida Office.
Processed financial transactions exceeding $15 million dollars annually.
Prepared weekly, monthly and annual cash and cost projections.
Collaborated with international corporate office for cash-flow requirements.
Managed a staff of 5 employees processing all Accounts Payable and Receivables Prepared weekly payroll for over 150 workers Developed and implemented Human Resource policies for Florida office.
Processed monthly billings for numerous construction projects exceed $50 million.
Administrated all procurement for Florida office.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science In Nursing
Financial Account Manager Resume
Objective : A Financial Account Manager position where my unique work experience and formal education, as well as interpersonal and organisational abilities will be utilized in a challenging, growth- oriented environment.
Skills : Attention To Detail, Ability To Multi-task, Microsoft Office, Sorian, Meditate.
Description :
Cross marketed with international vendors and subcontractors.
Maintained an excellent Chart of Accounts by reconciling statements and transactions on a monthly basis to ensure accounts were in balance with no errors for 3 companies.
Reconciled monthly banking statements into Quick-books.
Prepared documentation for tax accountant.
Managed all accounts payable to ensure timely payment of all bills.
Managed accounts receivables to ensure timely billing and collection.
Helped in preparing suitable budget for management and ensuring budget is upheld monthly.
Experience
2-5 Years
Level
Junior
Education
Bachelor Of Science
Financial Account Manager Resume
Summary : More than 10 years as a Financial Account Manager professional with particular strengths in investigative skip tracing and collections. Motivated self-starter that is eager to lead, learn and accept new challenges. Consummate team player with strong work ethic and communication skills. Trained in Fraud Awareness, Information Security Awareness, Loss Prevention, Workplace Anger Diffusion, customer service and call center applications.
Skills : Sales, Internet Marketing, Public Relations, Vendor.
Description :
Managed all account financials for the entire HPE SSA/Treasury Dept.
Assisted in payroll processing and distribution of payroll.
Maintained 5C security clearance and up to date on current FAR and GAAP.
Managed a portfolio of 370 Loans.
Worked with customers on budgets.
Developed pricing and procedures for new clients and products within an organization with $500 million annual revenue.
Collaborated with account management teams (e.g., Account Managers) to engage business or technical decision makers at the customer's/agency's business.
Experience
10+ Years
Level
Senior
Education
BS In Commerce
Financial Account Manager Resume
Headline : Strong work ethic with a valuable background in problem solving and planning. Excellent communication skills with the ability to provide outstanding customer service. Ability to work within a group, competitively and co-operatively with others to meet company goals as well as customer satisfaction.
Skills : Microsoft Office, Adobe Suite, CSG Citrix, Traxx.
Description :
Responsible for contacting customers and resolving delinquent accounts by setting up debt solution programs while providing first-class customer service.
Continuously challenged and met company goals and deadlines to maintain success.
Received numerous awards for outstanding customer service and highest collector in all departments.
Fast tracked promotions through all levels of collections and phone bank departments.
Proven ability to work with customer to lower interest rates and make adjustments to suit the company and the customer.
Dedicated to improving customer relations throughout the company by educating and training co-workers and direct reports.
Managed loan accounting systems for Agricultural Lending (mortgage and commercial lending).
Experience
5-7 Years
Level
Executive
Education
Bachelor's
Financial Account Manager Resume
Objective : Financial Account Manager experience in finance and administration with retail and banking firms. Successful implementation of audit and quality assurance, and financial product sales. Supervising manager, purchaser, and designer of operations improvement procedures. Fluent in English, French.
Skills : Time Management, Microsoft Office, Prioritizing, Cash Handling, Accounts Receivable . Self Motivated, Goal Driven, Enjoys Working To Assist Others.
Description :
Managed accounts with unsatisfied down payments and/or past due monthly mortgage by providing financial arrangements to bring accounts current.
Accurately posted, processed, and modified payments in accounts receivable system.
Responded to emails and fax messages to assist owners with financial and contractual inquiries.
Utilized skip-tracing techniques to contact delinquent owners.
Maintained departmental logs and meets or exceeds monthly collection goals.
Responsible for contacting customers and resolving delinquent accounts by setting up debt solution programs while providing first-class customer service.
Continuously challenged and met company goals and deadlines to maintain success.
Experience
2-5 Years
Level
Executive
Education
AA In Architecture
Financial Account Manager Resume
Objective : Financial Account Manager with 4 years of experience in Building and maintaining relationships with institution contacts by maintaining a high level of availability and proactively reaching out to institutions, Providing direction and guidance to new and existing institution contacts regarding all NBS products and services.
Skills : Proficient With Adobe Creative Suite, Proficient With Microsoft Suite, Knowledgeable With Various Artistic Techniques And Mediums.
Description :
Leveraged best-in-class sales and communication strategies and tools to accelerate sales.
Partnered with Account Managers and other internal partners to lead strategy meetings.
Utilised Unified Client Management (UCM) and other tools (e.g., customized performance dashboards, data, insights) to identify, prioritize, and sell initiatives with great marketplace impact.
Implemented strategies to identify and maximize upselling opportunities and to help accelerate the closing of deals.
Sought client feedback (both formal and informal) to identify and understand the drivers of satisfaction. Understands the drivers of dissatisfaction, determines the root cause of problems, and establishes recovery action plan to improve clients overall experience.
Gained an understanding of Microsoft Advertising platform.
Shared the knowledge of the search landscape with clients to create a mutually-beneficial business value proposition and recommends relevant solutions.
Experience
2-5 Years
Level
Executive
Education
Bachelor's
Financial Account Manager Resume
Objective : To obtain a Financial Account Manager position with a reputable company that will utilize my communication skills, finance and management experience as well as challenge me to learn more and continually grow.
Skills : Financial Services, Sales, Accounting.
Description :
Collaborated with internal partners and peers to develop value-proposition presentations for clients that showcase the value of Microsoft products and solutions and generate business.
Sought and stayed current on information about the client's search advertising needs (i.e., advertising Key Performance Indicators). Identifies opportunities to drive optimizations and new solutions based on client's advertising strategies.
Built and maintained relationship with clients to establish trust in future interactions.
Acted as a partner to customers during interactions by being client-focused (e.g., consistently demonstrating accountability, honoring commitments).
Learned about the industry, Microsoft's position in the industry, and competitors.
Understood and defined success (metrics and results) within the industry.
Experienced in working with clients in the the Financial Services industry.
Experience
2-5 Years
Level
Executive
Education
Bachelors Of Science
Financial Account Manager Resume
Objective : Financial Account Manager is Providing training on products, processes and procedures to institutions, Providing excellent customer service and perform multiple tasks on a daily basis via the telephone, chat interface, fax, email or formal written correspondence Answering high volume of phone calls and/or chats from all regions of the country.
Skills : Microsoft Office, Planning, Product Management.
Description :
Managed and maintained assigned book of business.
Served in an advisory capacity for clients.
Worked closely with Producers to manage the entire renewal process.
Managed day-to-day client issues.
Conducted needs analysis and strategy calls.
Assisted producers with enrollment meetings as needed.
Advised clients in reducing costs while offering competitive benefits options.
Experience
2-5 Years
Level
Junior
Education
Business Of Administration
Financial Account Manager Resume
Summary : Financial Account Manager is Encouraging increased use of various NBS products and technical services; trouble-shooting problems and offer solutions, Establishing open lines of communication with sales team and other internal contacts regarding updates of existing institutions as well as new institution leads, Providing reporting of activities to team leader.
Assisted in growing the book of business through cross-sale opportunities when available.
Built relationships with clients through proactive communications.
Communicated and educates clients on latest trends, concerns, and changes in the industry.
Effectively and efficiently managed complex accounts and high-level service deliverables.
Remained fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges.
Ensured accuracy of client data in CRM.
Assisted Producers with the on-boarding of new clients by working collaboratively to establish the implementation plan and timeline.
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