LiveCareer-Resume

financial manager resume example with 11+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary
To secure a permanent position within a reputable, well-established organization where my experience can be utilized to enrich my career while benefitting the organization with my expertise
Highlights
QuickBooks and Microsoft Office programs (Word, Excel, Access, Power Point), Basic knowledge of Microsoft Project Professional, Clementine data analyses, Expert Choice.
Education
Belgrade, Expected in Master of Business Economics : - GPA :
, Expected in 1 2012 Diploma : - GPA :
Belgrade, Expected in Bachelor of Arts : Business - GPA : Business
, Expected in 1 2009 Diploma : - GPA :
Accomplishments
Experience
Pontoon Solutions - Financial Manager
, , 07/2012 - Current
  • Team lead, directly responsible for managing a team of four accounting professionals Managed multiple corporate accounts as an authorized signer Solely responsible for Accounts Payable / Receivable Ensured that sufficient funds are available to meet ongoing requirements Perform account analysis and reconciliation, including bank statements and intercompany general ledger accounts Forecasted cash flow positions, related borrowing needs, and available funds for investment Liaised with Human Resources Manager for ADP-related issues Perform GL and account reconciliation and analysis Delivered timely financial analytic and business reports to effectively measure business performance Managed preparation of the company's budget Coordinated with a CPA to prepare the Association's Federal and State Tax Returns and make all appropriate tax deposits Supervised the month-end closings; processed 1099's annually Maintained excellent stakeholder relationships Determined product pricing resulting in successful market positioning Undertook research into pricing, competitors and factors affecting performance Created client tracking system that allowed account management team to analyze customer revenue and product usage Handled confidential information on a daily basis.
Advantage Sales And Marketing, Llc - Client Relationship Manager
, , 06/2010 - 06/2012
  • Face to face customer service and sales meetings with clients Built relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities that ensures profitability of portfolio Utilized prescribed selling techniques to maximize sales opportunities Worked with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers Promoted positive image of the organization by establishing quality relationships with clients Identified and pursued potential new clients, looking for ways to cultivate a long-term relationship Evaluated credit information and requests and recommended appropriate loan structure to manage risk.
  • Effectively negotiated with underwriters and clients to maximize revenue and minimize risk.
  • Used knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank.
  • Accomplishments: Consistently met and exceeded sales quotas and standards by cross-selling and up-selling bank products and services Built and managed high performing account teams - Hired qualified candidates, created high performing teams and managed these teams to their highest performance, reaching the firm's established goals Addressed client needs and built financial plans while striving to outperform and exceed prior profitability and revenues.
Frost - Teller
, , 02/2010 - 06/2010
  • Responsible for conducting financial transactions such as receiving money, cashing client checks, and exchanging currency Validation of required documentation pertaining to transaction type Recording transactions and assisting clients with account inquiries Reported suspicious activities to bank manager Opening accounts and selling bank services Balancing all accounts and currencies at finalization of shift Accomplishments: Completed complex teller transactions with speed and accuracy.
  • Uncovered additional cross-sell opportunities with current clients.
Interests
Professional diver - Dive Master Certificate issued by the PADI (World Diving Organization), camping, hiking, reading, practicing yoga on daily basis and enjoying varieties of other sports. Volunteering: NGO Panacea Solution , Belgrade Promotion of basic human rights and freedoms Social strengthening of youth, especially by supporting volunteerism and youth work. Inciting development and implementation of European values.
Languages
Native Serbian speaker, proficient in English, Croatian and Bosnian, intermediate in Spanish
Skills
account management, account reconciliation, accounting, Accounts Payable, ADP, banking, Basic, budget, cash flow, CPA, credit, credit and risk, client, clients, customer service, documentation, English, finance, financial, funds, general ledger, GL, Human Resources, image, Languages, Team lead, managing, market positioning, meetings, Access, Excel, money, Microsoft Office programs, Power Point, Microsoft Project, Word, pricing, speaker, quality, QuickBooks, receiving, Recording, research, selling, sales, Spanish, Tax, type, Validation
Additional Information
  • Interests: Professional diver - Dive Master Certificate issued by the PADI (World Diving Organization), camping, hiking, reading, practicing yoga on daily basis and enjoying varieties of other sports. Volunteering: NGO Panacea Solution , Belgrade Promotion of basic human rights and freedoms Social strengthening of youth, especially by supporting volunteerism and youth work. Inciting development and implementation of European values.

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Resume Overview

School Attended

Job Titles Held:

  • Financial Manager
  • Client Relationship Manager
  • Teller

Degrees

  • Master of Business Economics
  • Diploma
  • Bachelor of Arts
  • Diploma

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