finance director resume example with 9+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Dedicated Finance Executive with [Number] years of experience in all areas of finance and investment management. Hands-on leader with strong business acumen and analytical mindset to identify and correct underachieving trends. Interested in identifying unique financial opportunities and risks for start-up organizations. Results-driven Finance Executive with [Number] years of experience leading high-profile nonprofit and commercial entities through periods of fiscal uncertainty with strategic and tactical financial management. Proven expertise in change management. Certified in [Area of certification] and [Area of certification].

  • Supervised team of [Number] staff members.
  • Collaborated with team of [Number] in the development of [Project name].
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Documented and resolved [Issue] which led to [Results].
  • Technology-savvy
  • [Type] sales
  • General ledger accounting
  • [Type] finance
  • Budgeting
  • Accounting
  • Financial Reporting
  • Finance
  • Risk mitigation
  • Organizational skills
  • Account Reconciliation
  • Financial analysis and reporting
  • Cost control and reduction
  • Data trending
  • Budget forecasting
  • Strategic and financial planning
  • Process implementation
  • Cultural awareness
  • Written Communication
  • Reading comprehension
  • Verbal and written communication
  • Clerical
  • Microsoft Office
  • Interpersonal Communication
Work History
09/2018 to Current Finance Director Wandering Bear Coffee | New York, NY,
  • Assessed expansion plans and present costs to forecast trends and recommend changes.
  • Established and enforced controls on revenue and expenses to protect company assets.
  • Reduced process discrepancies [Number]% by accurately maintaining performance reporting data systems.
  • Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement and revenue stream development.
  • Used [Software] to prepare monthly reconciliation of bank accounts and take corrective actions on deviations.
  • Produced [Type] reports outlining financial data to assist management with making strategic plans and operational decisions.
  • Mitigated process gaps and managed all operational functions, including account openings, trades, documentation, regulatory compliance and marketing collateral.
  • Strengthened [Type] and [Type] operations by proactively managing and optimizing [Type] operations.
  • Managed day-to-day operations within [Number]-person finance department for [Type] organization.
  • Partnered with IT, business development and operations leadership to develop robust financial business plan with detailed benchmarks and action plans.
  • Maintained agile, responsible organization with sustained revenue growth by monitoring industry forecasts, honing budgets and adjusting marketing strategies.
  • Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
  • Increased profits [Number]% by delivering investment management and financial planning services to customers to aid long-term goals.
  • Evaluated [Type] applications against outline specifications to approve, reject or recommend adjustments files.
  • Drove industry-leading profit increase by transforming production process and aligning sales targets to meet dynamic industry conditions.
  • Assisted [Job title] with recruiting, interviewing and hiring new employees for department.
  • Set clear departmental objectives and developed effective strategies to achieve targeted goals.
  • Identified and capitalized on community business opportunities with effective networking.
  • Initiated [Type] database for improved resource utilization, reducing export costs through strategic management and contract analysis.
  • Facilitated strong [Type] and [Type] results by boosting internal control systems and procedures.
  • Analyzed financial statements against forecasts to prepare high-level variance analysis.
  • Increased revenue [Number]% by assisting with operations management, including sales and marketing efforts.
  • Verified compliance of financial policies and accounting procedures against federal regulations.
  • Introduced [Type] innovative technology and process improvement initiatives, saving $[Amount].
  • Monitored budget, revenue and variance trends for $[Amount] company, regularly apprising CEO of company's financial standing.
  • Funded [Type] initiatives by cultivating strong partnerships and stockholder relationships.
  • Analyzed financial data regarding product performance and customer performance and developed reports for key stakeholders.
  • Spearheaded expansion strategies to increase business market share, drive growth and bring in more than [Number] new customers in [Timeframe].
  • Protected company assets with strategic risk management approaches.
01/2014 to 09/2018 Audit Supervisor Bank Of America Corporation | Lincoln, NE,
  • Maintained communication clients throughout auditing process to deliver status updates.
  • Reviewed audited financial, operational and regulatory compliance deficiencies and conducted follow-ups.
  • Trained new audit personnel to perform duties according to regulations and established procedures.
  • Developed high-level knowledge of client business goals, policies and procedures to establish foundation for targeted problem solutions.
  • Cultivated mutually beneficial relationships with clients and company financial officers to facilitate improved business operations.
  • Coordinated with auditors for preliminary and year-end auditing activities.
  • Counseled clients on customized improvement plans with targeted suggestions to achieve [Number]% increased profitability.
  • Participated in billing and collections operations to facilitate client payment of overdue invoices.
  • Created, enforced and consistently improved audit procedures to improve audit efficiency by [Number]%.
  • Advised clients of [Type] industry trends and emerging conflicts and presented solutions that enhanced client business goals.
  • Supervised and guided [Number] employees during audits to safeguard accuracy.
  • Trained and mentored department staff on policies and procedures to establish strong foundation for client development and service activities.
  • Attended [Type] industry conferences to gain understanding of industry trends and engage with current and potential clients.
  • Partnered with internal managers to deliver client proposals and presentations and increase department sales revenues.
  • Orchestrated [Number] audits over [Timeframe].
  • Sped up monthly and [Timeframe] closing times by [Number]% by deploying new consolidation procedures.
  • Interacted with internal staff and clients to improve operational knowledge of relevant tax issues and business implications.
  • Analyzed complex client problems and generated targeted solutions that resolved outstanding issues while enhancing client business positions.
  • Conducted strategic and technical reviews to verify compliance with quality control standards, schedule constraints and budget parameters.
  • Assisted clients with [Type] project development and execution to facilitate positive outcomes and strengthen business relationships.
  • Communicated with clients to engage in cross-selling and upselling activities and improve business generation results.
03/2012 to 01/2014 Senior Budget Analyst Pae Government Services Inc | Buffalo, NY,
  • Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
  • Checked key performance indicator reports for accuracy and completeness.
  • Monitored and reported budgetary discrepancies to corporate senior management to maximize reporting efficiency and finalized spending plans.
  • Compiled statistical data after each month-end closing.
  • Created and updated expenditure reports in [Software].
  • Directed staff of [Number] personnel and managed budget totaling $[Amount] annually.
  • Led cost reduction efforts for [Area], [Area] and [Area].
  • Recommended financial solutions to corporate management based on detailed financial analysis.
  • Identified and monitored budget expenses for accuracy and signs of fraud.
  • Generated annual budget forecasting information for executive and corporate reports.
  • Consolidated budgetary models for company efficiency creating [Number]% growth in annual corporate profit.
  • Produced business performance reporting packages.
  • Worked with human resources to assess labor patterns and hiring requirements.
  • Implemented budgetary monitoring techniques to improve corporate spending habits.
  • Audited, balanced and reconciled payroll for more than [Number] personnel.
  • Evaluated procurement needs and projected expenditures.
  • Exceeded goals through effective task prioritization and great work ethic.
  • Worked with [type] customers to understand needs and provide excellent service.
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
Expected in 05/2014 Master of Science | Accounting And Finance Siena College, Albany, NY GPA:
Expected in 05/2013 Bachelor of Science | Accounting And Finance Siena College, Albany, NY GPA:
  • CPA - Certified Public Accountant

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Resume Overview

School Attended

  • Siena College
  • Siena College

Job Titles Held:

  • Finance Director
  • Audit Supervisor
  • Senior Budget Analyst


  • Master of Science
  • Bachelor of Science

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