Financial Project Manager Resume Samples

A Financial Project Manager is accountable for making suitable plans, handling finance-related activities, and technology improvements. The job description entails taking responsibility for project management in the finance domain and managing all finance-related operations from supervising to planning to implementation. Other specific duties are listed on the Financial Project Manager Resume as – overseeing projects relating to cash flow, financial reporting, and revenue and expenses; assisting departments in creating and managing forecasts and budgets for various projects, gathering and analyzing data to identify areas of improvement, supporting design and execution of the implementation process including business requirement gathering, process documentation, and solutions designs.

To succeed in this line, the following skills and abilities are needed – strong knowledge of finance and accounting, project management expertise, excellent multitasking skills, strong organizational skills, good attention to detail, and strong analytical skills. Most companies seek candidates with a degree in business or finance.

Financial Project Manager Resume example

Financial Project Manager Resume

Headline : Organized Financial Project Manager professional with superior analytical and interpersonal communication abilities. Skilled within global operations with recognized strengths in financial analysis and project management. Excellent at developing and maintaining positive relationships with all levels of internal and external management from top to bottom. Currently preparing for PMP certification test.

Skills : Oracle SQL, Oracle, Hyperion, Concur, OBIEE, Ariba, Microsoft Office, Change Management, Project Management, Process Improvement.

Description :

    1. Held company for IndyMac Bank, a federally insured savings bank with more than $5 billion in assets.
    2. Supervised one staff accountant in the Financial Instruments department.
    3. Reviewed accountant's daily cash entries, trade inputs, and hedge activity summaries before posting to the general ledger.
    4. Mentored accountant on special projects.
    5. Performed a variety of analyses, which include the review of financial statements for significant fluctuations, and analyze yields on all mortgage-backed securities in the investment portfolio.
    6. Reported and explained monthly and quarterly to the controller.
    7. Securitized of loans and whole loan sales, which includes the calculation of profit, analyzing the terms of the sale for reasonableness, preparing all supporting schedules, and recording the sale to the general ledger.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
MBA


Financial Project Manager Resume

Headline : Detail-oriented, efficient and organized professional with extensive experience in the accounting system. Possess strong analytical and problem solving skills, with the ability to make well thought out decisions. Excellent written and verbal communication skills. Highly trustworthy, discreet and ethical. Resourceful in the completion of projects, effective at multi-tasking.

Skills : Financial Management, Financial Analysis, Financial Modeling.

Description :

    1. Met or exceeded all financial budgets and goals, including preparing and maintaining budgets, reviewing and approving all set ups and Project Manager Status Reports, monitoring all pricing, and reviewing cost data with Operations Manager, monitor and maintain cash position of business unit.
    2. Resolved dollar disputes between estimates and MCC's actual cost.
    3. Worked directly with Operation Managers, Project Managers and General Superintendents to develop the labor plan, labor force and labor budget.
    4. Ensured proper Notice to Proceed, Bonds, Certificates of Insurance, Contracts, and Change Orders.
    5. Monitored and coordinated Billings and Schedule of Values with Superintendent Monitor and coordinate Accounts Payable items.
    6. Managed subcontractor/vendor accounts.
    7. Included setting and meeting company sales targets.
              Years of Experience
              Experience
              5-7 Years
              Experience Level
              Level
              Junior
              Education
              Education
              GED


              Financial Projecta Manager Resume

              Headline : Obtain a Financial Projecta Manager position in a in a fast growing, successful company. Excellent managerial skills in a matrix environment for budget planning and tracking. Creative problem solving with client, Negotiating alternatives to meet client needs. Effective Management of communication of deliverables. Flexibility, Adaptable and Organized.

              Skills : Fluent In Spanish,Excellent Communicator,Proficient In Microsoft Office.

              Description :

                1. Assisted the Staff Accountants to produce monthly financial statements, general ledger account reconciliations, audits, coordinated with the branches to produce billing and payroll on a weekly basis for 1,500+ billable employees, tax compliance in Washington, Oregon, Idaho, and California including but not limited to, quarterly and annual tax preparation, tax research, arbitration with tax authorities as needed, and electronic filing implementation.
                2. Reported to the CFO to assist with ongoing and special projects.
                3. Provided Project Management, Accounting, and analytical skills to area, branch and corporate profit centers related to a MAS90 accounting software data conversion, implementation, and accounting related usage.
                4. Conducted scheduled MAS90 training sessions to educate branch employees in the corporate usage of MAS90.
                5. Streamlined the Time and Billing data entry process and led to an overall reduction in billing and payroll production/errors.
                6. MS Access project included the design and implementation of a data transfer interface between a KRONOS time clock software system installed at Micron (Boise, Idaho) and the MAS90 accounting software installed at the corporate offices (Portland, OR).
                7. Batch process automated the time and billing process for a major client.
              Years of Experience
              Experience
              5-7 Years
              Experience Level
              Level
              Executive
              Education
              Education
              B.A. In Business Administration

              Financial Project Manager Resume

              Headline : Excellent organizational, planing and developing skills. Experience in building and maintaining relationships (Thorough knowledge and extensive experience of Court Appoint Special Advocate).

              Skills : Financial Reporting, Planning Skills.

              Description :

                1. Established and developed relationships and sales through the development, and proactive management of clients and prospective clients.
                2. Identified, qualified and secured new clients.
                3. Responsible for maintaining relationship with assigned clients through independent sales calls.
                4. Worked with existing Sales team to ensure all orders are processed.
                5. Generated revenue and profit margin with existing and new clients.
                6. Facilitated positive long-term rela- tionships with key clients and secure repeat business with customers.
                7. Developed a procedures document for the filings going forward.
              Years of Experience
              Experience
              5-7 Years
              Experience Level
              Level
              Executive
              Education
              Education
              Ph.D. In Philosophy

              Financial Project Manager Resume

              Headline : Financial Project Manager professional with vast amounts of experience working in corporations with responsibilities including financial reporting, analysis, payroll and taxes preparations. Proficiencies includes automated general ledger accounting systems, tax preparations, training and supervising of staff, commission calculations, costing and consolidations.

              Skills : Project Management, Process Improvement, Financial Analysis, Budgeting, Management.

              Description :

                1. Responsible for several GL accounts for system consolidation.
                2. Developed first consolidated cash flow for the organization.
                3. Improved costing and price measures for Outreach program.
                4. Monitored and calculated capital spending by hospital.
                5. Developed cost center budgets.
                6. Responsible for the overall management of the financial database and reporting for the T2 Oracle implementation project.
                7. Responsible for budgeting and forecasting of consultant and staff labor expenses as well as reporting all revenue recognition opportunities.
              Years of Experience
              Experience
              5-7 Years
              Experience Level
              Level
              Executive
              Education
              Education
              GED

              Financial Project Manager Resume

              Objective : Thorough knowledge and extensive experience in Teaching Adult learning either on Online or in Campus. In-depth knowledge of Business management, Customer Service, Manufacturing and production system. Excellent communication, interpersonal, and analytical skills. Focuses on the general rather than clinical psychological study of individuals, including their behaviors, thought processes and emotions.

              Skills : Microsoft Office, Quickbooks, Sage, Audit.

              Description :

                1. Facilitated positive long-term relationships with key clients and secure repeat business with customers.
                2. Ensured financial accuracy while improving local processes of AT&T's network data upgrade projects (LTE) across NC/SC by working with an internal team, Project Managers, and vendors - Daily utilization of multiple reporting aids and SQL's to manage and maintain, in detail, multiple purchase orders and projects through projected life-cycles.
                3. Provided error reports that identify the cause of an error and its solution.
                4. Created a forecast for headcount utilization, project overhead, consultant expenses, and financial revenue recognition.
                5. Project worked with a Ohio Based Health Care company with new requirements involving Statutory Filings related to the Affordable Care Act.
                6. Created training materials to develop and refine CSR listening skills; updated training materials as needed.
                7. Provided feedback regarding associate performance to the appropriate member of the management team.
              Years of Experience
              Experience
              2-5 Years
              Experience Level
              Level
              Executive
              Education
              Education
              Ph.D. In Philosophy

              Financial Project Manager Resume

              Headline : Over 4 years of financial management experience across multiple industries. Aiming to obtain a leadership role in an influential company where my skills and knowledge will maximize the success of the organization and drive alignment across their financial team(s).

              Skills : Financial Management, Operations.

              Description :

                1. Tasked with assessing and improving the operational efficiency and quality control systems of the organization.
                2. Collaborated with the mortgage loan manager, mortgage operations, loan operations and collections to ensure system quality and improvement for all applicable laws and regulations.
                3. Worked in conjunction with the Compliance Department to review potential areas of concerns and/or findings and assists in the development of corrective and preventative action.
                4. Coordinated with the Corporate Compliance Officer on projects and product development related to systems and procedures related to quality and continuous improvement.
                5. Assisted with the development and/or revisions of appropriate policies, procedures, product implementation, services, and systems, as assigned, to ensure regulatory compliance within the bank.
                6. Worked with CFO to further develop Finance/Accounting skills.
                7. Provided backup coverage for Customer Care Supervisor.
              Years of Experience
              Experience
              5-7 Years
              Experience Level
              Level
              Executive
              Education
              Education
              MS

              Financial Project Manager Resume

              Objective : Seeking a Financial Project Manager 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 : Financial Project Management, Office Management, CRM Systems, Exceptional Powerpoint, High-level Excel, Vendor/Consultant/Client Billing.

              Description :

                1. Took necessary steps to meet customer needs and effectively resolve food or service issues.
                2. Recorded customer orders and repeated them back in a clear, understandable manner.
                3. Uploaded Daily Assignment Tracker to Teams every morning.
                4. Reassigned Nan McKay cases back to Metro (temporary).
                5. Assigned ad-hoc priority cases.
                6. Responded to HCEC Referral line questions regarding status of applicants.
                7. Handled multiple tasks simultaneously and interact with key executives.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Executive
                  Education
                  Education
                  BBA In Accounting

                  Financial Project Manager Resume

                  Headline : Financial Project Manager Professional with broad experience in all aspects of corporate accounting, supply chain costing, budgeting and financial analysis, process improvement, financial system implementation and internal controls. With nine years of professional experience in corporate finance, Darcy supported manufacturing plant, commercial sales, R&D Center and After Sales Service for telecommunication and industrial equipment sectors in China as well as South Korea.

                  Skills : MS Office, Project Management.

                  Description :

                    1. Ensured client's overall success/value realization with project deliverables.
                    2. Optimized plans and resources to deliver maximum value to clients.
                    3. Understood client expectations and objectives.
                    4. Communicated how objectives are being met and manage expectations through weekly updates.
                    5. Ensured reliable communication and escalation governance to ensure timely dissemination of information to all stakeholders.
                    6. Actively managed project financials, resources, activities, timeline, and risk.
                    7. Communicated status, updated, and any necessary mitigation to client, including any potential or actual changes to the project scope, project schedule, and project costs.
                    Years of Experience
                    Experience
                    5-7 Years
                    Experience Level
                    Level
                    Executive
                    Education
                    Education
                    Bachelor Of Arts

                    Financial Project Manager Resume

                    Objective : Seeking a Financial Project Manager position in finance and accounting that leverages my background and experience in financial analysis, financial reporting and auditing in an organization that offers challenging professional growth opportunities.

                    Skills : Planning Skills, Coordinating Skills.

                    Description :

                      1. Facilitated onsite and remote meetings including weekly status, business, and technical process definition, user story and requirement definition, roadmapping and planning sessions, and other meetings as required.
                      2. Led project teams in development and execution of project plans, including management of scope, schedule, budget, and quality.
                      3. Collaborated with project, leadership, and sales teams to bring thought leadership and the full force of our platform and company to client projects.
                      4. Facilitated communication between client and project team; ensure the team is collaborating effectively and efficiently.
                      5. Ensured clear bi-directional communication of action items, due dates, risks, and issues with team.
                      6. Delegated work tasks across the team and maintain accountability for successful delivery.
                      7. Created and managed detailed project schedule as part of the project plan; keep team informed of project plan and manage work to milestone dates.
                                              Years of Experience
                                              Experience
                                              2-5 Years
                                              Experience Level
                                              Level
                                              Executive
                                              Education
                                              Education
                                              MS