finance manager resume example with 20+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

Skilled Finance Leader experienced in budgeting, strategic planning, product analysis, cost allocation, sales plan design and adminstration.

  • Strategic planning
  • CPA (Inactive License)
  • Significant Budget/forecasting experience with a focus on process improvement
  • Experienced Essbase User
  • Strong Excel Skills
  • Developed product report and pricing framework driving decisions regarding minimum pricing and product margins
  • Partnered with Human Resources and Business Leaders to redesign sales plans to reduce sales cost and improving alignment with sales activity
  • Streamlined finance support with improved consistency and service levels while reducing staff
10/2007 to Current Finance Manager Rasmussen College | Brooklyn Park, MN,
  • Manage forecasting, outlook, reporting and sales compensation process for Structured Product Services Group of Corporate Trust. Asset classes supported includes residential and commercial mortgage products as well as auto, student loans, life insurance and other asset classes
  • Identify and support process improvements to streamline reporting, simplify and improve forecast models and enhance metrics for productivity to support strategic business decisions
  • Develop pricing, cost and allocation models for existing products and new business opportunities providing financial data for strategic growth initiatives and pricing modifications
  • Support business objectives related to expense reduction goals
  • Manage team of 6-7 Consultants including staff that is located remotely with significant focus on skill development
12/2005 to 10/2007 Finance Manager/Director Wells Fargo | Matthews, NC,
  • Managed team responsible for the weekly 90 day cash forecasting process during time of significant market/liquidity stress. Responsibilities included setting calendar, producing executive and summary reports with commentary, actual to forecast variance and model maintenance
  • Recommended adjustments to 90 day cash forecast along with risks and opportunities to cash needs
  • Completed ad hoc reporting requests for Treasury and Senior Management
  • Coordinated review of balance sheet forecast
04/2003 to 12/2005 Finance Manager/Senior Analyst Rasmussen College | Dallas, TX,
  • Completed monthly and quarterly forecasts and annual operating plan and reporting for the $45 billion residential mortgage financing portfolio
  • Coordinated pre-close and close process for portfolio
  • Developed portfolio and deal level yield analytics including net interest margin, provision expense and operating expense as well as rate/volume attribution for forecast and actuals for residential mortgage portfolio
  • Created and/or enhanced management reporting package of forecast and actual business results
  • Communicated forecast and actual results to both Finance and Business Management
  • Led project to develop and implement a new Essbase forecast model for the residential securitization portfolio accounted for as a financing accounting transaction
  • Implemented additional forecast process controls to improve accuracy and enhance coordination various groups
05/2002 to 04/2003 Financial Consultant Treasury Group | City, STATE,
  • Tracked indicative pricing and secondary fixed rate spread levels for Corporate debt issuance and peer group
  • Analyzed maturity risk, basis risk and repricing characteristics of debt portfolio
  • Analyzed consolidated liquidity and balance sheet trends for funding purposes
04/2001 to 05/2002 Finance Manager Institutional Trust Group | City, STATE,
  • Directed early estimate, month-end close, variance analysis, budgeting and forecasting processes
  • Developed and implemented new internal expense allocation methodology
  • Managed Analysts that supported the Employee Benefits Support Group
  • Integrated the daily finance support of Institutional Trust acquisitions
02/1998 to 04/2001 Senior/Lead Analyst Trust Operations & Institutional Trust Group | City, STATE,
  • Directed final finance integration of 22 Employee Benefit offices/states
  • Identified issues, implemented policy changes and conducted training for the general ledger conversion
  • Led department automation project for financial reporting and development of budget model
  • Implemented new Trust Operations cost allocation methodology and actual versus plan volume tracking
  • Led financial tracking for the merger of Norwest/Wells Fargo Trust Operations Groups
  • Identified and implemented changes to allocation model for un-invested cash balances
  • Managed analysts that provided daily finance support
Expected in to to B.S. | Accounting B.S Bemidji State University, , GPA:
Bemidji State University May 1992 Accounting B.S. GPA 3.9
Expected in to to MBA | Finance & Strategic Management Carlson School of Management, University of Minnesota, , GPA:
Carlson School of Management, University of Minnesota July 2001 MBA - Finance & Strategic Management GPA 3.9
Finance, Forecasting, Loans, Mortgage, Pricing, And Sales, Annuities, Compensation, Life Insurance, Metrics, Outlook, Process Improvements, Sales, Sales Compensation, Cash, Budget, Cash Balances, Financial Reporting, General Ledger, Integration, Integrator, Operations, Training, Trust Operations, Balance Sheet, Accounting, Business Management, Essbase, Forecasts, Process Controls, Residential Mortgage, Securitization, Adjustments, Cash Forecasting, Maintenance, Benefits, Budgeting, Employee Benefits, Variance Analysis, Basis, Cpa, Excel, Process Improvement, Strategic Planning, Mba

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Resume Overview

School Attended

  • Bemidji State University
  • Carlson School of Management, University of Minnesota

Job Titles Held:

  • Finance Manager
  • Finance Manager/Director
  • Finance Manager/Senior Analyst
  • Financial Consultant
  • Finance Manager
  • Senior/Lead Analyst


  • B.S.
  • MBA

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