financial manager resume example with 10+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
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Seasoned Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting. Knowledgeable about AP/AR, contract administration, budgeting and all other aspects of successful financial operations. Talented team builder and supervisor with expertise to develop and maintain consistent, accurate and legal accounting structures.

  • Strength in financial planning
  • Data trending
  • Detail- Oriented
  • Self-Motivated
  • Adaptability
Financial Manager, 04/2019 to Current
AnserHonolulu, HI,
  • Administration of assigned operating and sustainable infrastructure budgets
  • Prepare financial and qualitative reporting
  • Lead process improvement initiatives
  • Strategic budget planning
  • Verify accuracy of budgetary and transaction level activity (income and expense) within ERP system
  • Cost analysis, projection and development of business models
  • Build and maintain collaborative relationships both internal and external to Penn State
Financial Coordinator 4, 07/2018 to 04/2019
Penn State UniversityUniversity Park, PA,
  • Reviewed and approved all graduate, fellowship, postdoctoral, and employment appointments
  • Managed pay and effort functions for all graduate, fellowship, postdocs, and employees
  • Reconciled the tuition account which includes matching support
  • Oversaw gift and endowment accounts
  • Maintained IBIS, ERS, Ebuy+ and Workflow approval paths
  • Managed yearly effort certifications
  • Developed AD15 charge out rates
  • Assisted the Financial Officer and Assistant Financial Officer with special projects
  • Provided general financial support and training across the college
Financial Coordinator 3, 09/2017 to 07/2018
Penn State UniversityUniversity Park, PA,
  • Acted as final approver on financial documents in the ERS and IBIS systems including foreign travel in ERS
  • Provided service in support of financial operations and advice on policy and procedure
  • Managed pay and effort functions for assignment departments
  • Oversaw the salary clearing account and Grant in Aid account
  • Coordinated completion of annual effort certifications
  • Functioned as a purchasing card reconciler; reviewed and obtained documentation for autoposted transactions
  • Served as the unit’s Access and Security Representative (ASR)
  • Awarded scholarships and maintained the Research scholarship account
  • Assisted the Financial Manager with various processes for administrative area, including monitoring Caseware analytics for assigned departments, updating unemployment compensation system claims within quarterly deadlines and preparing various reports to monitor budgets
Financial Assistant 4, 05/2015 to 09/2017
Penn State UniversityUniversity Park, PA,
  • Handled multi-faceted, highly confidential, sensitive internal and external communications, and diverse responsibilities within the purview of the office
  • Provided budget and financial support to the Budget Director and Special Assistant to the Executive Vice President and Provost
  • Assisted the Financial Manager in the oversight all administrative units within the Office of the President
  • Assisted staff in supported units with financial inquiries; interpreted, advised and disseminated financial policies and procedures to the unit; assured that unit accounting practices and procedures follow University guidelines and recommended improvements to unit procedures
  • Reviewed and approved wage payroll forms, purchasing card transactions; performed reconciliation of auto-posted transactions
  • Changed/updated budget maintenance, monitored unit budgets to ensure adequate funds and recommends budget adjustments when necessary preparation of unit budgets and reports
  • Assisted in implementing accounting and office controls, coordinated with appropriate University offices
  • Developed procedures and maintained financial records and internal controls
  • Assisted with the management of gift accounts
  • Acted as a backup to the Financial Manager
  • Served as ASR and back-up Facility Coordinator
Accounting Assistant 4, 01/2014 to 05/2015
Penn State UniversityUniversity Park, PA,
  • Supervised five work-study students
  • Analyzed, reviewed and updated student accounts
  • Shared in providing telephone coverage for inquiries from parents, students and outside agencies related to student accounts prepared information for outside agencies, special reports, and posted payments
Office Assistant, 01/2013 to 12/2013
Rely ServicesSchaumburg, IL,
  • Created, prepared, and processed specialized documents, lease packages, recordings, working interest acquisition packages notarized documents prepared check requests
  • Updated, organized, and processed active client files, transmittals packages for clients
  • Ordered all office supplies
  • Booked travel for employees
  • Completed specialized projects, answered office phones
  • Assisted clients with questions and tasks, and assisted employees with special requests and projects
Accounting Assistant 3, 03/2011 to 01/2013
State Of NevadaCarson City, NV,
  • Provided quality customer service to students and parents by assisting with loans and scholarship questions though phone and email analyzed, reviewed and updated student accounts
  • Shared in providing telephone coverage for inquiries from parents, students and outside agencies related to student account prepared information for outside agencies
  • Prepared special reports
  • Assisted with daily bank deposits and posted payments
  • Assisted with planning and coordinating events and project
  • Scanned and indexed documents
Education and Training
Master of Professional Studies: Organizational Development And Change, Expected in 12/2018
The Pennsylvania State University - University Park, PA,
Bachelor of Science: Business Administration, Expected in 12/2014
The Pennsylvania State University - University Park, PA,
Certificate: Labor Studies And Employee Relations, Expected in 05/2011
The Pennsylvania State University - University Park, PA,

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Resume Overview

School Attended

  • The Pennsylvania State University
  • The Pennsylvania State University
  • The Pennsylvania State University

Job Titles Held:

  • Financial Manager
  • Financial Coordinator 4
  • Financial Coordinator 3
  • Financial Assistant 4
  • Accounting Assistant 4
  • Office Assistant
  • Accounting Assistant 3


  • Master of Professional Studies
  • Bachelor of Science
  • Certificate

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