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Director Finance Resume Example

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Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

Well-grounded Director of Finance with experience successfully optimizing control systems and building solid teams to meet business needs and achieve demanding financial targets. Precise reporting and accurate records management. Stellar interpersonal and operations oversight skills.

Skills
  • Financial Planning & Analysis.
  • Financial Reporting.
  • Budgeting & Forecasting.
  • Strategic Planning
  • Financial Modeling
  • Process Improvement
  • Oracle
  • Hyperion EPM
  • Salesforce
  • Essbase
  • SAP
  • NetSuite
  • Statistical Modeling
  • Investment Management and Risk Assessment
  • Pricing Analysis
Education and Training
University College London , Expected in Bachelor of Science : Finance - GPA :
University of Minnesota , Expected in 05/2008 Master of Business Administration : Finance - GPA :
Experience
Aimbridge Hospitality - Senior Executive, Finance
Lima, OH, 2022 - Current
  • Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
  • Organized and oversaw capital improvement projects to maintain business viability.
  • Determined appropriate budgets and administered expenditures.
  • Revitalized business plans and realigned company objectives to increase overall profits.
  • Strategically guided leadership teams through challenging periods by leveraging corporate finance knowledge and business acumen
Exyn - Wealth Management Advisor
Philadelphia, PA, 2005 - 2008
  • Provided Financial Advisory services and served as client Fiduciary, actively managing $100M for 200- 300 diversified client portfolios, consistently achieving 20% annual growth.
  • Achieved 99% client retention rate by establishing strategic situational analysis, client-specific objectives, and setting up position review processes to quickly identify need for investment changes.
  • Devised strategies for clients in insurance coverage, investment planning, cash management and other areas, consistently helping clients to achieve financial goals.
  • Led presentation to Minneapolis Public School Board, building and leveraging a relationship with the Minneapolis Mayor, resulting in acquisition of $200M 403(b) retirement plan.
  • Attended internal and external partner sessions to gain financial product knowledge.
  • Analyzed financial information obtained from clients to determine strategies, products and services to meet objectives.
  • Created financial plans to allocate assets for clients to obtain goals.
Us Bank - Manager of Financial Planning and Analysis
Bolingbrook, IL, 2002 - 2005
  • Created executive analysis reports highlighting business issues, potential risks and profit opportunities.
  • Managed financial planning and analysis by handling key metrics, analyzing data and providing ideas for new initiatives.
  • Created detailed financial models and applied analytical tools to facilitate variance analysis.
  • Developed and updated models and methods to analyze volume and margin trends to develop both short and medium-term forecasts, allowing for Wells Fargo to become the leader in the mortgage industry
  • Analyzed consolidated forecasts, budgets and trends in revenue, expense, and capital expenditures as well as competitor card payments volume trends, resulting in Wells Fargo edging out the competition in the retail and business banking industry
  • Assisted in various financial modeling activities, including new market investments.
Clearslide - Adjunct Professor of Finance
Bellevue, WA, 2015 - 2021
  • Taught over 40 students on international and corporate finance with an engaging and interactive teaching philosophy, conducted beneficial curricular alignment, program assessment, and performance reviews
  • Persistent ranking in the top 1% amongst instructors with more than 95% overall student approval.
Company Name - Vice President Finance
City, State, 2008 - 2018
  • Ensured seamless financial operations by supervising the ten senior direct reports, while also reporting directly to the CFO.
  • Drove cost savings and determined new business opportunities by organizing strategic analysis.
  • Met business objectives regularly on time and within all parameters of scope.
  • Fulfilled the mutual needs and improved company success by developing and fostering strong and long-lasting business relationships.
  • Spearheaded and rebuilt overall Finance Functions, and implementing Oracle NetSuite to accurately identify and manage the financial position, increasing accuracy, transparency, forecasting, and efficiency and saving $13M annually.
  • Directing the transformation of Business & Financial outlook; driving business commercials and growth strategies including expansions, new projects, cost management, market growth, and risk management.
  • Oversaw 10 senior direct reports, reporting directly to the CEO, to create and execute short and long- term strategic financial plan, effectively saving the company $5M over career tenure.
  • Converted $150M line of credit to $100M 10-year note and $50M line of credit by establishing and leveraging a strong working relationship with the bank, resulting in $1.5M annual interest savings.
  • Established an accurate financial management reporting system for quarterly financial reviews, financial statements, and budgeting and presented a financial strategy to the Board and CEO, increasing transparency and improving decision-making.
  • Increased efficiency and productivity of the team through establishing consistent simplified procedures, and coaching and mentoring to consistently ensure accountability, ROI for investors, and profitability.
  • Drove $15 million in annual savings through financial analysis and project planning.
  • Managed financial modeling and planning activities to prepare for intensive growth phase of company.
  • Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
Company Name - Director Finance
City, State, 2018 - 2022
  • Effectively manage finance team of ten members including Controllership, Business Operations, Decision Support, Financial Planning & Analysis and Sales Reporting.
  • Investigated and analyzed opportunities for reducing cost within the business, thereby creating saving s of $20M and actively championed this within senior management team.
  • Monitored budget allocations, expenditures, and fund balances for the purpose of ensuring that allocations are accurate, revenues are recorded, expenses are within budget limit and fiscal policies are followed effectively saving over $3m in wasteful spending.
  • Increased revenue from $50M to $75M through executing a strategic fundraising plan by opening new global markets and identifying and engaging global private equity investors.
  • Secured a $50M line of credit for lagging hotel construction project by identifying global equity partner, re-structuring a 0% interest repayment plan, and freeing up cash-flow, increasing revenue by $5M.
  • Collaborate with senior leadership, presenting data and strategy as the company's capital investment and private equity SME, consistently gaining buy-in from executive leadership (COO, CFO, and Legal).
  • Coached and mentor team to develop and continuously improve sales presentation and negotiation skills to secure existing and potential investors, resulting in improved employee engagement and effectiveness.
  • Spearhead financial analysis, modeling, and planning to determine ROI and profitability for every company project and serve as the company's trusted shareholder advisor.
  • Developed annual business plan for maximum profitability and effectiveness.
  • Raised capital by building partnerships with investors and maintaining strong stockholder relationships.
Industry Experience
  • Financial Services
  • Private Equity
  • FinTech

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Resume Strength

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  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended
  • University College London
  • University of Minnesota
Job Titles Held:
  • Senior Executive, Finance
  • Wealth Management Advisor
  • Manager of Financial Planning and Analysis
  • Adjunct Professor of Finance
  • Vice President Finance
  • Director Finance
Degrees
  • Bachelor of Science
  • Master of Business Administration

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