A Financial Executive manages the income, expenses, investments, and other money transactions so that the company can remain profitable. Duties normally carried out are listed on the Financial Executive Resume as – overseeing the company cash, producing and analyzing financial reports such as the cash-flow statements and profit projections, determining ways to improve financial performances, ensuring the company meets all applicable standards, regulations, and laws; helping with budgeting and tax planning, examining economic trends and looking for ways to expand new opportunities.
Financial Executives typically need a degree and at higher levels, many companies necessitate a master’s degree. Acceptable majors include finance, economics, accounting, or business administration. Executives are also expected to possess at least several years of experience in finance positions. Crucial needed skills include the following – solid knowledge of financial and accounting procedures, experience using financial software, advanced MS Excel skills, and strong ethics. A degree is commonplace among job applicants. Professional qualifications include a CFA/CPA.
Objective : CPA candidate actively seeking licensure to expand accounting expertise. Extensive hands on business experience with knowledge of standards set by GAAP and GASB in the areas of general ledger, fixed assets, SOX compliance, and the general accounting cycle including but not limited to AP/AR functions.
Oversaw of business and accounting practices to ensure compliance with GAAP standards.
Responsible for monthly and annual reconciliation of General Ledger.
Tax reported of quarterly/annual federal and state filings.
Coordinated of Year End Closing process through preparation of W-2's, 1099's, 940's, and proper completion of any and all financial reports.
Processed and managed all payroll related functions and tax schedules to ensure federal and state standards were met.
Responsible for analyzing financial performance and managing working capital Prepared corporate financial reports and service contracts for the CFO.
Responsible for all accounting related functions.
Experience
2-5 Years
Level
Executive
Education
Masters Of Science In Accountancy
Financial Executive Resume
Objective : Motivated, personable business professional with Bachelor of Science degree. Talent for sales, consulting and client education. Diplomatic and tactful with professionals and non-professionals at all levels. Accustomed to handling institutional and high net worth clients and understanding needs. Demonstrated history of producing sales and retaining repeat business.
Included but not limited to: Accounts receivable, entering all bills, reconciling all accounts daily/monthly/quarterly, payroll, accounts payable, obtaining loans, all order approvals, monitoring inventory and orders, over counter for regular work and large cases, processed refunds, Care Credit coordinator, collections and billing coordinator.
Responsible for all HR duties including but not limited to: hiring, firing, payroll, benefits, QuickBooks, payroll deductions and other such related duties.
Worked front desk duties including reception, scheduling, insurance billing and processing, receipt of insurance payments along with other front office duties.
Trained multiple employees various front office positions.
Increased collections from 1 million a year to just under 5 million dollars a year in production of the work that the doctors were currently performing to collecting past debt due.
Worked with the accountants and attorneys was able to help rewrite the financial policy and procedure part of the manual, implement many working repayment plans prior to going to an outside collection agencies to reduce debt owed.
Ability to multitask, resolve conflict, resolve a variety of situations, work well with a variety of customers (cclients, sales representatives, collection agencies, other medical personnel, legal personnel, accounting personnel).
Experience
2-5 Years
Level
Junior
Education
MBA
Financial Executive Resume
Headline : Seeking a position as a Financial Executive with a large established Insurance company with an emphasis on business development and excellent customer care for high net worth clients that will benefit from my insightful knowledge and strong experience in client relationship building and superior work ethic.
Skills : Microsoft Office, Adobe Photoshop, Adobe Reader.
Description :
Audited community receipts and project work orders, finalize and route grant documents for department review.
Scanned and mailed finalized documents for community signatures, maintain project files, closeout 2-year grants.
Maintained National Parks Service (NPS) project website to comply with federal funding requirements.
Prepared Annual Reports for Historic Preservation Fund Grants and Missouri Heritage Properties Grants Program.
Prepared/routed Grant application to NPS for department review.
Logged / Scored track grant applications during the review process.
Coordinated deliverables and milestone schedule with Grant Monitors and Grant Manager.
Experience
5-7 Years
Level
Executive
Education
MS
Financial Executive Resume
Objective : Hardworking, organized, Financial Executive professional with a proven background delivering sensible business technology solutions on time and under budget while working as a team member or team leader.
Skills : Microsoft Office Word, Customer Service, Salesforce, Citrix, Microsoft Office Excel, Microsoft Office Powerpoint, Microsoft Outlook.
Description :
Responsible for credit union's financial analysis and reporting, accounting, and investments.
Prepared quarterly Call Reports and monthly financials.
Led the monthly Asset Liability Committee meetings.
Supervised the Accounting Manager and her staff in the areas of accounts payable, fixed assets, accruals, bank reconciliations, etc.
Coordinated with NCUA examiners and external auditors.
Experience
2-5 Years
Level
Executive
Education
BS In Business Management
Financial Executive Resume
Objective : Seeking a Financial Executive position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.
Skills : Microsoft Office, Timeslips, Quickbooks Pro, Peachtree Accounting, Time Matters.
Description :
Recruited to straighten out the financial aspect of the company.
Challenged to lead the team in billing clients and generating revenues.
Developed annual budgets and coordinated monthly close, including financial statement preparation, analysis, and reporting to the company CFO.
Dealt with financial reporting, accounting services, and management support.
Assisted in compliance with Company Law Matters and maintenance of statutory books.
Drafted Financial Planning and forecasting reports, analysis for special projects.
Coordinated banking activities and managed cash flows.
Experience
2-5 Years
Level
Executive
Education
Master In Commerce
Financial Executive Resume
Objective : Experienced expertise in interactive pre-sales discovery meetings, analysis of current operations and business needs; and development and presentation of cutting edge, cloud-based Financial solutions for Enterprise Customers.
Skills : Financial Skills, MS office.
Description :
Generated invoice.
Raised Invoices Authorization of Bills along with necessary invoices.
Categorized the invoices and dispatching the invoices.
Checked the payments received or not.
Prepared weekly, monthly and quarterly reports.
Communicated with Auditors for frequent updating/amendments in statutory issues in Accounts Receivables.
Led agent handling IRS/Medicare audits.
Experience
2-5 Years
Level
Executive
Education
BA
Financial Executive Resume
Summary : Worked for almost 8 years combined as Administrative support and Customer Relations in life insurance, banking, and real estate industry. I have handled business office operations which also includes personnel/staff relations. Work experiences include administrative management, personnel management, financial planning, office daily operations, and front desk assistance, Worked directly with agents, brokers, and clients under the life insurance companies.
Skills : MS Office, Marketing, Medical Terminology, Customer Service, As400, Bilingual, Billing, Computer Skills, Communication, Detail Oriented, Excel, Word, Windows, Email, Filing, Internet, Internet, Management, Outlook, Powerpoint, Sales, Time Management, Team Player.
Description :
Assigned in Metro Bank and Trust Company Branches, (a sister company of Philippine AXA Life), responsible for delivering effective Personal Financial Planning Service to Metrobank's valued clients as well as non-bank clients.
Discussed the company's various Dollar/Peso Investment and Insurance (life, health, and educational) products.
Delivered accurate and informative details with regards to the products and profile of different investments.
Established rapport with bank staff and colleagues for a harmonious working relationship.
Prepared and executed any contractual and loan agreements the organization entered into.
Provided meaningful, impactful, and actionable plans, forecasts, analyses, and reporting to assist executive management in determining direction, strategy, and tactics to improve results.
Oversaw the Finance, Accounting, Credit/Collections functions, and advanced supply chain planning.
Experience
7-10 Years
Level
Management
Education
MS
Financial Executive Resume
Summary : Seasoned finance technology professional with 15 years of experience and over 10 years in implementing global SAP projects and integrating SAP with external systems. Extensive experience of working through several phases of the project starting from blueprinting designing the solution, configuration during the build phase, testing training to successful go-live of the project.
Learned about the aspects of the financial industry.
Enjoy helped customers to get the finances they need to purchase their equipment.
Communicated effectively with different business owners and getting to know them.
Used Sales, phone experience, computer skills, accounting, and customer relations.
Implemented business plan to market and sold CIS investment products and US and Asia-based banking products to high net worth clients in the US.
Managed over 500 key relationships in Western States of the US, South America, and India.
Conducted market research, analyzing ideas for investment instruments and positioning.
Experience
10+ Years
Level
Senior
Education
GED
Financial Executive Resume
Summary : Over 12+yrs experience in the financial domain, Oracle Apps Experienced in ERP Implementation, Upgrade, Rollout, Support & Presales activities. Have comprised a blog on Oracle Applications orclappsfunctional.
Developed and successfully implemented a sales and marketing plan which resulted in a 55 percent increase in assets.
Presented to Fortune 500 companies and government entities to develop business and rapport within the community.
Managed client relationships, serving as a liaison between numerous Citigroup divisions and clients.
Advised clients and potential clients on the purchase and sale of mutual funds, annuities, and insurance.
Identified client financial needs and recommended appropriate solutions to fulfill their requirements while maintaining proper portfolio balance.
Openned client accounts, perform account maintenance including but not limited to; funds disbursements, name/address changes, gifting securities, ACATS and DTC transfers, cost updates, billing/fees, and entering client-directed orders.
Acted as a liaison between Wealth Advisor and Portfolio Managers.
Experience
10+ Years
Level
Senior
Education
M.B.A In Finance
Financial Executive Resume
Summary : To obtain a Financial Executive position in an environment harmonious with my well-refined caretaking skills that draw upon my occupational background in veterinary and/or behavioral healthcare and education.
Skills : Consulting, Insurance.
Description :
Monitored account activity including trades, cash flow, debts, margin, short positions, performance, transfers, and allocations by utilizing various in-house portfolio systems.
Driven lean, continuous process improvement to create efficiency and cost reduction.
Ensured that the financial information accurately reflects the state of the business in accordance with the principles of Corporate Governance. ensuring compliance with US GAAP.
Ensured compliance with all reporting obligations to local authorities.
Administered the financial resources of the company, planning financing needs and management of debt.
Managed the business metrics optimizing the use of the Working Capital: DSO, DIO, and DPO working with the business areas for this.
Fostered a high-performance culture through exceptional leadership, engagement strategies, and talent development.
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