Financial Operations Specialist Resume Samples

The main duty of a Financial Specialist is to assess the client’s needs and to sell them all relevant financial services. Other primary responsibilities are listed on the Financial Operations Specialist Resume – selling insurance investment services and certificates; working alongside banks and financial vendors; evaluating latest accounting trends, preparing budget reports; developing their financial goals for both long-term and short-term, journalizing debits and credits to bank accounts, and updating and analyzing balance sheet accounts.

Those seeking this job role must mention on the resume such skills as – strong academic background, exceptional knowledge of the latest financial trends, hands-on experience in cost accounting, auditing, and so on; strong grasp of all financial products, and budgeting skills. An eligible resume mentions a degree in either finance or marketing. Work experience is highly useful.

 

Financial Operations Specialist Resume example

Financial Operations Specialist Resume

Summary : A creative and results orientated Financial Operations Specialist professional with a unique combination of program development, recruiting, and training skills.

Skills : Hr Policies & Procedures, Recruiting.

Description :

    1. Created and maintained electronic records of activity and payments Notifies clients of potential late payments and suggests improvements Manages Cash Apps, payments, invoice processing and reconciliation for Chevron and The Hartford Produces account excel ledgers and financial invoicing.
    2. Worked with all parties within MSP (Customer Support: Data Support: Reporting Team) organization for problem resolution.
    3. Provided a professional response and exhibit strong customer service orientation when dealing with all clients.
    4. Updated the requisition and related records as directed by the client and/or other authorized parties to include changes, cancellation and status changes.
    5. Monitored the requisition lifecycle, time and expense report processing and adjustments through the use of VMS.
    6. Reviewed and/or approval of expense and adjustment items.
    7. Met and exceeded all group production targets and existing Service Level Agreements (internal and contractual) as well as improve overall process by recommending improvements.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS In Business


Financial Operations Specialist Resume

Summary : A focused, determined, seasoned professional and effectual leader with a proven ability to exceed metrics and expectations. Seven years of strong inside sales/ customer service experience and well diversified with recognizable achievement in both Leadership and Representative roles. Customer Service Training Coaching/Developing Financial Analysis Data Analysis Financial Reporting Advanced Excel Client Relations Vendor Relations Account Management B2B Sales Troubleshooting.

Skills : Microsoft Office, Business Sales.

Description :

    1. Provided financial analysis and reporting for multiple clients.
    2. Ensured all required approvals in VMS tool are complete per program process flows.
    3. Made recommendations to optimize processes.
    4. Supported ac- curate and timely delivery of invoicing files and when necessary communicates delivery to the client.
    5. Reconciled and resolved invoicing requests from clients and program suppliers.
    6. Reconciled Outstanding Invoice Report (OIR) to ensure prompt payment and resolution and all accounts are maintained under 1% outside of terms.
    7. Improved transactional efficiency, including reducing DSO for collections and oversees the payment process to sub-contractor consultants.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS In Business


Financial Operations Specialist Resume

Headline : Looking for a job that utilizes my proven expertise in fiscal analysis and assessment of compliance with legal and regulatory requirements and advising policy, practice, and regulations concerning grants management. I offer seven years of experience where I have excelled in my work to ensure that programs have sound internal controls, strong reporting systems, and use Federal funds for allowable purposes.

Skills : Training Skills, Communication Skills.

Description :

    1. Approved competitive and non-competitive grant proposals and ensured all fiscal and administration reports required for closeout or relinquishment of grants were received and accepted.
    2. Performed reviews to evaluate grantee management and financial management capabilities, approving the final report on the acceptability of the management and financial systems reviewed.
    3. Reviewed audit reports, ensuring compliance to A-133 and where findings were identified, met with CEO, CFO, and Board members to determine and approve appropriate corrective actions.
    4. Prepared audit clearance letters and other required federal documents.
    5. Reviewed and approved required financial reports and monitoring of expenditure of grant funds to ensure proper stewardship of Federal dollars.
    6. Compiled, analyzed, and maintained financial data for award files and conducted financial trend analyses.
    7. Developed policies and procedures for reporting and monitoring the expenditure of grant funds to ensure federal law and legislative requirements are met.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master Of Science

Financial Operations Specialist Resume

Summary : Dedicated, energetic, dependable person offering over 40 years of experience achieving success in a variety of careers. Offer strong extensive skills and knowledge in office administrative, financial, along with multiple types of communications. Abilities to prioritize, complete multiple tasks, and maintain extreme resourcefulness gathering new ideas while finding solutions.

Skills : Strong Computer MS Office Concur Travel And Expense Fluent In German.

Description :

    1. Experienced to do research and analyze various techniques, regulations, policies, and procedures.
    2. Experienced with the Federal budget process: communicating trends/patterns, apply statistical techniques to complex issues.
    3. Analyzed documents, make recommendations, and interact with a diverse group of employees or management on financial forms providing extensive knowledge of financial practices, procedures.
    4. Assisted over 150 Agent & support personnel through multiple communications offering knowledge of rules, regulations on financial documents providing daily instruction on preparation, budget balances, travel regulations, case file numbers, classification descriptions, and commercial expenditures.
    5. Provided indirect supervision to finance staff/administration for timely submission.
    6. Examined for completeness/accuracy before obligating funds.
    7. Independently developed file system, participate in monthly, quarterly, semi-annual audits, provide back up for Financial Manager position, maintain purchase card statements.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MS

Financial Operations Specialist Resume

Objective : Worked in the Accounts Receivable and Sales Compensation departments at Wellpoint, Inc. In the past 4 years, I have been the lead financial analyst in Accounts Receivable. I enjoy working with people and crunching numbers. I have good verbal and written skills. I have experience in training and writing procedures/documents.

Skills : MS office, Interpersonal Skills.

Description :

    1. Prepared monthly reports for management and operations.
    2. Responsible for the entire Workplan set up and tracking of all initiatives and savings.
    3. Responsible for the annual Tenet supply budget, forecast and outlook preparation and analysis.
    4. Responsible for Consignment contract tracking and savings associated with the project.
    5. Responsible for dealing with the DMM's regarding any issues or problems that arise.
    6. Interpreted and applied changes in federal laws and regulations, establishing their impact on programs.
    7. Monitored the accounts receivable and accounts payable department reports to pay third party vendors per the terms of the contract.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BBA In Accounting

Financial Operations Specialist Resume

Summary : Building my career by applying my strong communications and analytical skills as well as my ability to work well in a team in a position offering opportunities for professional and personal development.

Skills : SQL, VBA, Microsoft Excel.

Description :

    1. Controlled system generated annuity related settlements.
    2. Reconciled system and manually generated settlements to ensure accuracy and integrity is supported for internal audit controls Tested system outputs for new processes and settlements.
    3. Supported other departments with information and source documents related to audits, statutory financial data, and compliance.
    4. Recommended changes to correct, enhance and prevent future errors by participating in the conversion of a multi-billion dollar accumulating annuities system to the OMNI database supported by SUNGARD.
    5. Tested calculations, participant records and participant values.
    6. Eliminated the potential for significant penalties by ensuring that proper controls and reconciliations were in place for compliance and audit requirements.
    7. Provided specifications for divisional programs and or system enhancements.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Masters Of Business Administration

Financial Operations Specialist Resume

Summary : Financial Operations Specialist with over ten years of experience and expertise in overseeing government acquisitions; test, evaluation, and integration procedures to ensure economic goals to include those that affected costs. Recognized for managing program life cycle from system design through integration, test planning, and verification via execution, quantitative risk management techniques.

Skills : Computer Skills, Operational Skills.

Description :

    1. Compiled documents in the system that are required for loan closing and electronically distribute documents to the Settlement Agent and to the printing location.
    2. Updated the loan's status to notate the wire is ready to be sent to the settlement agent.
    3. Pulled documents that are requested and send to the carrier.
    4. Assisted with FHA documents.
    5. Received 5 Keys awards 9-10 times.
    6. Recognized for assistance with Jacksonville and Manila teams in getting the outstanding document number down to a completely manageable total.
    7. Analyzed and suggested improvements in calculation methods by assisting in the corporate and divisional project teams to develop and implement new products and services.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Business Administration

Financial Operations Specialist Resume

Headline : To secure a Financial Operations Specialist position utilizing my extensive customer service background, medical assisting, medical billing/coding, and exceptional communication skills.

Skills : Microsoft Office, Peoplesoft.

Description :

    1. Presented Analyze payment history reports for multiple state agencies as well as the Board of Education Review health benefit premium payment financial records, trends, accounts and objectives for further processing.
    2. Compiled financial information from several systems and data points and develops integrated revenue/expense analyses.
    3. Assisted with planning and development of manual and electronic audit systems in support of State Health Benefit Plan fiscal payment and policy management.
    4. Audited payroll locations employee deductions and employer contributions.
    5. Analyzed debit and credit balances for the payroll locations.
    6. Analyzed and reconciled expenditures with federal grant programs.
    7. Researched data, prepared/submited final audit reports, issue assessments, and resolve related issues in a timely manner.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts

Financial Operations Specialist Resume

Summary : Seeking opportunities to combine my CFP education/certification and my CPA experience, in the delivery of tax & financial planning services.

Skills : Advanced Excel, ProSystem Fx & Drake Tax Prep Software, Quickbooks, Tax Research.

Description :

    1. Led finance person on business acquisition team performing due diligence, settlement preparation, and purchase accounting on acquisitions of 30 equipment rental businesses totaling $300M.
    2. Assisted with annual consolidation and financial statement preparation.
    3. Prepared various analyses and reports for outside auditors (PwC) and Volvo Tax Dept.
    4. Performed report development, analysis and testing on new enterprise systems.
    5. Monitored/analyzed franchise financial statements and general ledgers for accuracy, completeness & timeliness to ensure reliable financial reporting to franchisor and Volvo Financial Services.
    6. Trained franchisee accountants on system accounting functions.
    7. Promoted the company's quality of service by supplying critical information to internal customers.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Master Of Accountancy In Accountancy

Financial Operations Specialist Resume

Headline : Financial Operations Specialist in Automated Disbursement Systems Skill sets includes tactical data research, analysis, and presentation for management recommendations regarding increased accuracy and efficiency of financial operational policies and procedures with increased system automation.

Skills : AMLContinuous Six Sigma Training.

Description :

    1. Responsible for training end users.
    2. Responsible for the development and analysis of the respective Banking Availability and cash flow.
    3. Responsible for the monthly financial area closures, and their respective discussion and analysis with the Accounting Unit.
    4. Notified appropriate parties of any potential late payments.
    5. Assisted in projects for automating some of our manual process.
    6. Assisted in the review of Merchant Financial Statements Monitor Production Audit Tracking Reports against the General Ledger Accounts for 35 of our client banks for accuracy and reconciling balancing daily.
    7. Provided project support and analytics for various financial operations initiatives, ensuring regulatory operational needs are met within established guidelines.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate Deegre In Business Administration