Financial Services Technician Resume Samples

A Financial Services Technician is hired to handle a variety of repetitive and time-consuming tasks and support the company’s accounting systems. A well-drafted Financial Services Technician Resume mentions the following duties and responsibilities – implementing financial procedures, reconciling financial procedures, writing reports, assisting with audits; preparing financial documents, maintaining records, and producing routine reports, conducting the routine operations, reconciling financial statements, producing payroll, paying the bills, adjusting financial records, and preparing tax records, and ensuring the quality controls are in place to correct errors.

Job skills that can highlight a resume are – good numeracy skills, financial knowledge, detail orientation, time management, and computer competencies. Other crucial skills include the following – the ability to ensure accuracy, and knowledge of accounting and bookkeeping procedures. Most of the eligible resumes showcase a bachelor’s degree in finance or accounting.

Financial Services Technician Resume example

Financial Services Technician Resume

Headline : Energetic, inspired professional who possesses excellent communication and leadership skills. Passionate people person with proven track record of leading and motivating teams to success. Positive team player resourceful in finding solutions to daily challenges. Highly organized with ability to multitask and quickly accomplish objectives.

Skills : Financial Analysis, Finance, Accounts Payable, Accounts Receivables, Financial Services.

Description :

    1. Processed vendor contract payments using SAP.
    2. Corrected military pay issues and resolve those issues within three days.
    3. Researched regulation for pay issues with technicians and Service Members.
    4. Trained new employee on MILITARY PAY, CIVILIAN PAY, COMMERCIAL ACCOUNTS, AND WAWF Process payroll for the federal civilian employees, while providing prompt customer service.
    5. Performed developmental assignments under closer than normal supervision.
    6. Performed various contract administration functions, including monitoring canceled funds.
    7. Performed reconciliation, conducting contract closeouts, maintaining database integrity, determining eligibility, and verifying evidence of contractor progress for approval of contract financing, and solving problems relating to assigned contracts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MBA In Accounting


Financial Services Technician Resume

Objective : Solid professional with a strong background in demanding leadership and customer service. Excellent problem-solving skills, able to professionally assess a situation, by developing a plan, collecting all the data, and analyzing that data in order to help with members' needs. Establishing principles and processes in customer service, and records management.

Skills : SAS Accounting Input And Processing Operator, Defense.

Description :

    1. Performed broad-in-depth financial analysis of inter-related accounting, logistics and computer file systems concerning pay, accounts payable, and various travel entitlements.
    2. Performed in-depth analysis, complicated pay, travel, and accounts payable issues involving substantial corrective action and/or complicated adjustments and resolved issues, including assessing unusual circumstances or conditions.
    3. Analyzed particular facts of financial transaction problems/issues, verifies and evaluated data.
    4. Analyzed and resolved tax processing problems.
    5. Interpreted data to identify problems, determined nature of the problem or issue, decided approaches to use to resolve issues, and recommended solutions for systemic changes to enhance operations.
    6. Researched, interpreted, analyzed, and applied regulations, policies, procedures and legal decisions to work and/or resolve complex financial issues/problems.
    7. Performed and conducted research, investigated and solved problems.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BA In Liberal Arts


Financial Services Technician Resume

Summary : As a Financial Services Technician, responsible for Reviewing documents such as invoices, check requests, incident reports, insurance claims, and vendor/employee payments and statements for accuracy and completeness by ensuring proper signatures, dates, codes, and other related information.

Skills : Microsoft Office, Data Entry, Communications, Organizational.

Description :

    1. Analyzed a variety of complicated pay issues and identifies the proper procedure for the system required to resolve the issues within 3 working days.
    2. Responsible for understanding regulations and policies that support the resolution to complicated pay issues and uses this knowledge to determine entitlements for Title 10 Active Duty, Title 32 Inactive Duty for Training (IDT) to include Incapacitation and Severance pays, Annual Training (AT), Active Guard Reserve (AGR), Active Duty for Operational Support (ADOS) to include Defense Support to Civilian Authorities (DSCA) operations.
    3. Executed unique and special pay and entitlement actions with information derived from personnel management systems in order to provide the appropriate entitlements for Soldiers and Civilians.
    4. Possessed the skills in researching, interpreting, analyzing and applying regulations, policies, procedures and legal decisions and issuance's regarding the full range of financial and commercial services provided, including public law; fiscal law; DoD, DA, FORSCOM, NGB and DFAS regulations; Standing Operation Procedures (SOP) and Comptroller General Decisions.
    5. Identified Soldier's entitlements and provides guidance to properly complete documentation to support applicable payments with emphasis on demobilization, pay and travel entitlements.
    6. Provided instructions, guidance and advice to technicians and military personnel performing TDY or PCS.
    7. Assisted in researching IG and Congressional inquiries within 24 hours of receipt.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
GED

Financial Services Technician Resume

Objective : Seeking a career that combines my life experiences, education, and military career in order to maximize my potential to become an asset to an organization. A driven individual who goes above and beyond and is looking to utilize my financial, management, and customer service experience for a long-term position.

Skills : Microsoft Office, Management, Quickbooks, Customer Service.

Description :

    1. Worked primarily in Civilian Pay but assist with Military pay, travel and logistics.
    2. Reconciled records and timecards on a weekly basis and maintain hundreds of personnel records.
    3. Worked and maintain systems such as DCPS, DJMS, DTS among others to research difficult pay issues and concerns.
    4. Emphasized the importance of accuracy and the correct techniques needed to ensure proper management of financial transactions, maintaining financial records and the importance of research determining pay allowances and travel entitlements using the DoD FMR, JFTR, NGB and DFAS Regulations, and local policies and procedures.
    5. Maintained financial records and discuss the importance of research on determining pay allowances and travel entitlements.
    6. Reconciled timecards with documentation to determine whether the individual is in violation of dual compensation.
    7. Corrected the issues and in the past year have saved the government $174,000.00 in findings.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's

Financial Services Technician Resume

Objective : Excellent customer service skills working with the public in person, on the phone, and thru e-mail. Attention to Detail, ensures tasks are completed safely, correctly, and on time. Able to multi-task. Effective communication skills, verbal and written, able to work independently or participate as a member of cohesive teams. Exceptional organizational skills thrives in a deadline-driven environment; dedicated to accomplishing tasks with little supervision.

Skills : Filing, Microsoft Office, Autocad, Bookkeeping, Customer Service, Inventory, Logistics, Typing.

Description :

    1. Performed in-depth analysis, complicated pay, travel, and accounts payable issues involving substantial corrective action and complicated adjustments and resolves issues, including assessing unusual circumstances.
    2. Directed work flow to ensure efficient and prompt travel reimbursement.
    3. Served as the on-site subject matter expert for resolving especially difficult or sensitive problems with individual DTS.
    4. Provided analysis regarding the various accounting methods, procedures and techniques to validate DTS transactions.
    5. Helped desk policies, processes, and procedures; trouble-shooting problems, tracking issues and problems via phone or e-mail correspondence.
    6. Utilized experience and judgement to fill gaps and resolve specific problems.
    7. Worked on special projects to ensure system maintenance and functionality.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
GED

Financial Services Technician Resume

Summary : Solutions-focused, versatile management professional offering a comprehensive background supporting U.S. military operations in roles of increasing responsibility during a 9-year career in the TN Army National Guard. Effective communicator who quickly masters new roles and technologies to achieve positive results.

Skills : Office Administration, Microsoft Office, Payroll, Accounting, Accounts Payable, Adobe Photoshop, Apple OS, Microsoft OS, Cognos, Sam II.

Description :

    1. Performed comprehensive review of military pay transactions into the organizations automated military pay system to determine the reason for rejection and makes necessary corrections in the automated pay system including a wide variety of determinations such as allowances, special incentive pays, and debt collection.
    2. Examined documents for propriety, completeness and accuracy, performs audits and resolves problem cases involving overpayment or underpayment.
    3. Ensured pay actions are correct from a regulatory standpoint.
    4. Established, maintained reviews, determined, processed, and closed payroll accounts for active, reserve, or retired armed forces personnel and their annuitants.
    5. Processed reports, and performs research, giving one on one support to each military individual.
    6. Determined appropriate pay, allowances, and entitlements resulting from multiple military and civilian statuses, to include: Title 10 active duty; Title 32 Inactive Duty for.
    7. Provided technical guidance and assistance in all areas of Resource Management efficiently and professionally at all times by providing quality and time sensitive customer service techniques.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BBA

Financial Services Technician Resume

Objective : Highly qualified Financial Services Technician with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : Microsoft Office, Customer Service.

Description :

    1. Performed in-depth analysis of accounts payable issues involving substantial corrective action and/or complicated adjustments and obtained additional information to reconcile discrepancies or inconsistencies.
    2. Developed variations in approaches to fit specific problems or deals with incomplete, unreliable or conflicting data in the process of work performance in order to validate transactions and resolve inconsistencies.
    3. Performed research regarding various processes and methods relating to financial transaction and apply findings in order to make recommendations to senior management.
    4. Researched, interpreted, analyzed and applied regulations, policies, procedures and legal decisions to work and/or resolve complex financial issues/problems.
    5. Responsible for ensuring accurate and efficient processing of customer purchases through the point of sale and ensuring that all financial transactions were audited/reconciled appropriately.
    6. Managed stellar relationships with clients and served via participation in client meetings and presentation of results in monthly or quarterly reviews.
    7. Possed the understanding and skills necessary to use the General Funds Enterprise Business System (GFEBS) used for processing miscellaneous payments, reversing incorrect transactions and processing IDOC errors.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
MS

Financial Services Technician Resume

Objective : Energetic and outgoing customer service specialist with 5 years of diverse experience. Excellent communication skills and attention to detail are a few of the comments from performance reviews. Dedicated to achieving customer satisfaction, working with money, and being a team player. Currently working towards a BS degree in Accounting. Experienced in Microsoft Office programs, Workbooks, and other computer programs.

Skills : Microsoft Office, Customer Service , Telephone , Office Applications, Teamwork, Accounting.

Description :

    1. Handled cash/checks in my drawer and in the vault.
    2. Worked face-to-face and on the phone with members.
    3. Figured loans including: credit checks, Debt-to-income ratios, writing up the actual loan, entering them in the system, and finalizing them.
    4. Trained and supervised clerks within the kitchens.
    5. Provided excellent customer service on register and in the store.
    6. Unloaded trucks and provided customer service.
    7. Handled cash/checks in my drawer and in the vault.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's In Accounting

Financial Services Technician Resume

Summary : Energetic and outgoing Financial Services Technician with 5 years of diverse experience. Excellent communication skills and attention to detail are a few of the comments from performance reviews. Dedicated to achieving customer satisfaction, working with money, and being a team player. Currently working towards a BS degree in Finance. Experienced in Microsoft Office programs, Workbooks, and other computer programs. 

Skills : Microsoft Office, Customer Service , Telephone , Office Applications, Teamwork.

Description :

    1. Worked face-to-face and on the phone with members.
    2. Figured loans including credit checks, Debt-to-income ratios, writing up the actual loan, entering them in the system, and finalizing them.
    3. Regularly handled transactions run through the SAP/ERP system.
    4. Processed payments for commercial vendor accounts via the Computerized Accounts Payable System (CAPS), as well as maintain hardcopy files of all vendor contracts, contract modifications and payments.
    5. Performed complicated actions to solve problems associated with processing actions regarding multiple pay, travel, and accounts payable financial systems.
    6. Performed varied duties, involving financial services payment systems (travel, accounts payable, and pay.
    7. Contacted the responsible buying activity to resolve discrepancies such as missing or inconsistent provisions.
    Years of Experience
    Experience
    10+ Years
    Experience Level
    Level
    Senior
    Education
    Education
    Associate's

    Financial Services Technician Resume

    Headline : To obtain a challenging position within your organization which would allow me to use my skills and acquire new ones Reliable worker with the ability to quickly and accurately learn new concepts and skills Reputation as a team player and passionate about helping others.

    Skills : Miscrosoft Office, Account Management, Research, Typing, Customer Service, Finance Management.

    Description :

      1. Issued revolving fund checks for travel, salary and expense advances including training, miscellaneous vendor advances and travel expense reimbursements.
      2. Performed broad-in-depth financial analysis of inter-related accounting, logistics and computer file systems concerning pay, accounts payable, and various travel entitlements, using multiple procedures, processes, and techniques to evaluate alternatives and arrive at decisions, conclusions and recommendations.
      3. Interpreted data to identify problems, determines nature of the problem or issue, decides approaches to use to resolve issues, and recommends solutions for systemic changes to enhance operations.
      4. Performed varied duties, involving financial services payment systems (travel, accounts payable, and pay; i.e. Joint Uniform Military Pay System Uniform Standard Terminal Input System (JUMPS), Operational Data Store (ODS), Standard Financial System ReDesign1 (SRD1), Defense Travel System (DTS), Integrated Automated Travel System (IATS), etc., by applying a series of different and unrelated methods, processes and techniques involving established financial management systems.
      5. Applied information derived from personnel management systems to ensure proper pay and entitlements to Soldiers and civilians.
      6. Scheduled, ran, and analyzed various financial system reports, such as daily activity reports, error/reject reports, status reports, discrepancy and mismatch reports, transaction reports, and ad hoc reports.
      7. Processed, validated, and filed a variety of requisitions, invoices, orders, payments, check requests, insurance claims, statements and other financial documents.
              Years of Experience
              Experience
              5-7 Years
              Experience Level
              Level
              Junior
              Education
              Education
              Bachelors