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Financial Integrations Consultant Resume Example

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FINANCIAL INTEGRATIONS CONSULTANT
Summary

Influential Financial Analyst highly committed to developing and implementing robust policies, procedures and processes that align with business objectives and promote strategic initiatives. Offering a successful career cultivating cross-functional relationships and advising management staff on methods that improve financial results. Talented [Job Title] and team leader offering [Number] years of success in [Type] environments. Strategic thinker with [Area of expertise] proficiency. Offers proven ability to build effective teams and [Task]. Committed to identifying and leveraging opportunities for growth. Certified in [Area of certification]. Results-focused [Industry] professional with strength in [Skill], [Task] and [Task]. Proactive leader with strengths in communication and collaboration. Proficient in leveraging [Area of expertise] and [Area of expertise] knowledge to promote [Result]. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes. Seasoned financial professional skilled at reviewing and reporting on budget expenditures for areas such as purchasing and hiring. Knowledgeable about analytical approaches, data modeling and trend forecasting. Advanced skills in [Software].

Skills
  • Analytical research
  • Compiling data
  • PeopleSoft expert
  • Business operations
  • Project organization
  • Supervision
  • Problem resolution
  • Process improvement
  • Team building
  • Relationship development
  • Operational improvement
  • Process development
  • Team building and leadership
  • Planning and coordination
  • Capital improvement planning
  • Risk analysis
  • Requirements gathering
  • Budget administration
  • ERP Systems
  • Policy improvements
  • Forecasting
  • Cost controls familiarity
  • Customer service
Experience
Financial Integrations Consultant, Company Name, April 2018-CurrentCity, State
  • Guided stakeholder strategies with financial advice.
  • Compiled analytical results and data into reports.
  • Strengthened operational efficiencies and traceability, developing organization systems for municipal bond transactions and sales.
  • Streamlined cost analysis process by creating and implementing new, more efficient policies and procedures.
  • Planned, coordinated and managed Business Acquisition projects.
  • Extracted data from various reporting systems to implement key operational changes.
  • Determined and tracked budget expenses with accuracy and transparency.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Improved operations by working with team members and customers to find workable solutions.
  • Led department meetings to build team cohesiveness and coordinate projects
  • Developed and managed cost reduction and waste elimination policies.
  • Managed full project lifecycles beginning at inception and ending with customer-facing deployments.
  • Led risk management efforts, gathering departments leads to collaboratively identify potential risks and brainstorm mitigation strategies.
  • Laid out progress communication and monitoring policies and worked collaboratively to publish [Timeframe] status reports and stakeholder updates.
  • Liaised with key stakeholders to obtain details on project scope, component requirements and duration restrictions.
  • Converted documents for specific personnel or project needs.
  • Identified process gaps, determined solutions and implemented updates to drive efficiency improvements.
  • Set up, optimized and enforced consistent document management policies.
  • Filed accurate weekly, monthly, quarterly regulatory paperwork and maintained organization to support smooth audit processes.
  • Kept documents moving in proper flow by applying strong organizational, planning and multitasking abilities.
  • Verified accuracy and integrity of supplied data against established standards.
  • Developed and oversaw project accounting systems.
  • Completed thorough risk assessments and deployed management and response strategies to prevent roadblocks.
  • Recruited, interviewed and hired consultants and freelance personnel that displayed exemplary skills to perform and complete projects.
  • Forecasted, scheduled and monitored project timelines, personnel performance and cost efficiency .
  • Oversaw project details, consistently adhering to legal requirements.
  • Produced status reports for customers and senior management.
  • Decreased process discrepancies, proactively inspecting performance and site safety while monitoring project status.
  • Updated project plans based on changing objectives, specifications and staff availability.
  • Researched and campaigned to develop and implement plans for [Project].
  • Secured continuous project scope alignment with business objectives and made modifications to enhance effectiveness toward intended result.
  • Administered projects to develop and launch new services for internal and external customers.
  • Handled continuous project monitoring and management, including developing forecasts, tracking expenses and approving payments.
  • Oversaw budgets for project, tracked expenses and timelines and communicated with key stakeholders on milestones.
  • Kept project teams on-task with proactive control of budgets, schedules and scopes.
  • Enhanced development and drove continuous improvement of project delivery process by providing strong program leadership.
  • Boosted productivity, efficiency, adaptability and receptivity when guiding [Number] staff in implementing [Type] solution.
  • Mitigated production issue risks by identifying potential problems and taking effective action.
  • Defined and initiated projects and managed costs, schedule and project performance while supervising tasks from initiation through completion.
  • Spearheaded project meetings with team members to discuss ongoing, planned and recently completed projects.
  • Diminished financial discrepancies by effectively monitoring construction budgets to avoid exceeding spending goals.
  • Devised implementation plans, including cost-benefit and ROI analyses.
  • Developed slideshows and other forms of media to present project progress to executive team.
  • Trained and mentored junior team members, leveraging previous experiences to deliver optimal project approach.
  • Coordinated budget information by assessing estimated income and expenses as well as historical budgets.
  • Reviewed purchase documents and company receipts for reconciliation with statements.
  • Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
  • Designed financial projections for [Timeframe] and used data to suggest areas for financial improvement.
  • Communicated with [Job title] about discrepancies and devised plans to reconcile financial issues.
  • Verified vendor accounts by reviewing documentation, rectifying issues and contacting account holders.
  • Compiled budget documents and monitored costs to maintain control systems.
  • Performed day-to-day financial transactions, including verifying, classifying, computing, posting and recording accounts payable data and reconciled daily totals to confirm proper accounting.
  • Analyzed day payments and created detailed reports to identify and suggest remedies for areas of improvement.
  • Suggested key operational changes to improve performance by extracting financial data from various reporting systems.
  • Trained [Number] new clerks on [Task], checking for thorough comprehension for excellent work.
  • Supervised team of [Number] accountants for [Type] company, training employees on best practices and cultivating strong financial forecasting.
  • Implemented program to create daily spreadsheets and streamline financial reporting.
  • Coordinated and finalized quarterly and annual financial reporting packages.
  • Supervised and coordinated assigned audits ensuring accuracy and timely completion.
  • Trained [Number] new employees on accounting principles, as well as company policies and procedures, while supervising team of [Number][Job title]s.
  • Coordinated timely dissemination of financial management reports such as internal and external financial statements, annual audits and annual budgets.
  • Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
  • Modified comprehensive financial reporting package to reflect growing organizational complexity and managed financial reporting processes to validate internal and external financial results align with GAAP.
  • Designed and formatted financial reports for internal and external users.
  • Created internal controls and corrective actions to reduce risk or deficiencies.
  • Produced financial reports and audit documentation to facilitating internal and external auditing.
  • Consistently tested and developed strategies to improve information flow throughout organization.
  • Collaborated with program leaders and staff to provide education and training on finance and accounting procedures.
  • Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
  • Managed accounting, payroll and financial reporting activities.
  • Prepared variance analyses, supporting and documenting all accounting activities.
  • Reviewed account reconciliations and journal entries and resolved discrepancies to maintain record and account accuracy.
  • Collaborated with finance and accounting departments to deliver comprehensive financial information to facilitate decision making for management, stakeholders and parent company.
  • Updated billing procedures to improve overall efficiency and reduce accounts receivable.
  • Managed daily accounting operations, including closing, reporting and reconciliation functions.
  • Validated systems and procedures to support program implementation and streamline auditing processes.
  • Evaluated collection reports to determine collections status and outstanding balance amounts.
  • Implemented multiple software conversions, including desktop setup and staff training.
Senior Cost Accountant, Company Name, August 2017-April 2018City, State
  • Generated reporting packages for areas such as business performance results.
  • Aided senior leadership during executive decision-making process, generating daily bond Excel reports to recommend corrective actions and improvements.
  • Strengthened operational efficiencies and traceability, developing organization systems for municipal bond transactions and sales.
  • Compiled analytical results and data into reports.
  • Reviewed costs, expenses and revenues associated with construction projects.
  • Analyzed budgets and implemented action plans to rectify issues.
  • Guided stakeholder strategies with financial advice.
  • Created in-depth spreadsheets, which detailed trends and forecasts for revenue, profitability and expenses.
  • Streamlined cost analysis process by creating and implementing new, more efficient policies and procedures.
  • Developed and implemented processes to increase accuracy and efficiency of [Type] analysis.
  • Assessed requisitions each month to ensure accuracy and reconciled transactions.
  • Determined and tracked budget expenses with accuracy and transparency.
  • Improved profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
  • Improved operations by working with team members and customers to find workable solutions.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Achieved cost-savings by developing functional solutions to production performance analysis and cost per unitl problems.
Portfolio Capital Planning and Analysis Manager , Company Name, February 2014-July 2017City, State
  • Aided senior leadership during executive decision-making process, generating daily bond Excel reports to recommend corrective actions and improvements.
  • Strengthened operational efficiencies and traceability, developing organization systems for municipal bond transactions and sales.
  • Coordinated budget information by assessing estimated income and expenses as well as historical budgets.
  • Compiled budget documents and monitored costs to maintain control systems.
  • Implemented new efficiency processes to improve the speed of task completion.
  • Implemented program to create daily spreadsheets and streamline financial reporting.
  • Supervised team of [Number] accountants for [Type] company, training employees on best practices and cultivating strong financial forecasting.
  • Suggested key operational changes to improve performance by extracting financial data from various reporting systems.
  • Designed financial projections for [Timeframe] and used data to suggest areas for financial improvement.
  • Trained with successful business development personnel to optimize marketing performance and learn industry.
  • Directed strategic support for senior leadership, providing detailed analysis for new business opportunities, while consolidating current business and building relations with [Type] customers.
  • Reduced process lags by managing employees and administering training on best practices to ensure optimal productivity.
  • Reviewed diverse organizational problems to assess concerns with areas such as workflows, communication and cost controls.
  • Documented research findings and prepared polished reports highlighting results and potential improvement strategies.
  • Collaborated with [Job title] to establish and enhance procedures for increasing efficiency and labor investment.
  • Evaluated internal systems and prepared training initiatives to mitigate ongoing problems.
  • Implemented unique methods and methodologies, which helped reduce and resolve issues.
  • Researched and led investigations into various areas to drive improvements and devise new processes.
  • Coordinated with [Type] Department to manage organization's goals and objectives.
  • Improved operations by working with team members and customers to find workable solutions.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Project Accounting Manager, Company Name, February 2014-July 2017City, State
  • Transformed departmental operations through aggressive process overhaul and attention to quality.
  • Partnered with executive team to define company goals.
  • Implemented strategic offerings to enhance company's suite of products and services.
  • Led startup and opening of [Type] business and provided business development, creation of operational procedures and workflow planning.
  • Crafted and monitored internal control systems.
  • Exercised leadership of [Type] businesses dedicated to building and supporting [Action].
  • Organized and oversaw capital improvement projects to maintain business viability.
  • Monitored business trend forecasts, adjusting budgets and operational plans to maximize growth and opportunities.
  • Improved profitability by accurately maintaining P&L to meet prime fiscal responsibility.
  • Administered day-to-day operations, including accounting and budget management, business development, performance metrics and customer service.
  • Recruited and hired talented professionals with drive and dynamic skills to build success within organization.
  • Executed on-time, under-budget project management to adhere to project road map.
  • Established new workflow and employee training processes to improve operational efficiency.
  • Built relationships with strategic partners leading to business development opportunities.
  • Hired, trained and mentored [Number] staff members to maximize productivity.
  • Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
  • Directed business-wide changes to modernize procedures and organization.
  • Oversaw technological improvements, successfully reducing waste and eliminating business bottlenecks.
  • Collaborated with company partners to develop and actualize strategic plans to advance company's mission and objectives and promote revenue, profitability and growth.
  • Planned and coordinated risk mitigation strategies to protect company assets.
  • Evaluated budget plans and current costs to project trends and recommend updates.
  • Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
Education and Training
MBAUniversity of The Incarnate Word, , CityStateDecember 2015
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Resume Overview

School Attended

  • University of The Incarnate Word

Job Titles Held:

  • Financial Integrations Consultant
  • Senior Cost Accountant
  • Portfolio Capital Planning and Analysis Manager
  • Project Accounting Manager

Degrees

  • MBA

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