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financial manager resume example with 11+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Summary

Seasoned Financial Management professional with proven expertise in finance, accounting, analysis and 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.

Experience
2022 to Current
Financial Manager Department Of Health And Human Services Wagner, SD,
  • Managed a team of direct reports while acting as a liaison between finance and senior management, providing financial insights, recommendations, and strategic initiatives on both airline and engine performance.
  • Led and managed the FP&A function for several business units;

- Prepared comprehensive financial evaluations, including cost

analysis, revenue projections and profitability assessments.

- Responsible for creating outlooks, budgets and forecasting across

various business units.

- Managed the finances and respective metrics relating to engines

and their derivatives

  • Prepared and analysed financial statements including balance sheets, P&L and cash flow statements.
  • Developed and managed relationships with business units, vendor managers and corporate finance.
2021 to 2022
Assistant Controller Andreessen Horowitz Menlo Park, CA,
  • Strengthened my efficiency, thoroughness and accountability through various responsibilities;

- Managed the accounting, compliance, pricing and unitization.

- Produced and validated the quarterly financial statements..

- Performed financial forecasting, budgeting and variance analysis.

- Undertook and finalized month-end closing processes.

- Ensured conformance of industry reporting requirements.

  • Continued the growth of my knowledge in the operational scope, through the analysis and resolution of numerous outstanding issues as the liaison between various departments.
2019 to 2021
Senior Analyst Axos Bank Los Angeles, CA,
  • Further enhanced productivity and efficiency through the continuous management of the accounting and audit of various pension plans, incorporating the analysis, reconciliation and financial reporting for all pension funds in a time sensitive manner
  • Reinforced personal accountability by leading numerous projects, consisting of;

- Analysis and implementation of international tax reclaim rates and

treaties.

- Expansion and development of performance reconciliations.

- Undertaking, restructuring and advancing of the firm’s interim

compliance analysis.

- Continuous automation of various reconciliations.

  • Continued to increase my knowledge base by being the liaison between departments for various needs.
2013 to 2018
Senior Analyst Axos Bank Centennial, CO,
  • Refined my ability to effectively work in a high-pressure environment, managing the accounting and spearheading the audit of various plans as well as preparing reports and financial statements for all pension funds in a time sensitive manner
  • Developed my sense of autonomy and organizational skills by working on numerous projects, including;

- Preliminary tax analysis of all products in the creation of new

investment funds.

- Implementation of accounting structure for investments and

expenses of various pension funds.

- Automation of various reconciliations.

  • Expanded previous attention to detail through analyses and reconciliation of both custodian and trustee statements.
  • Furthered my experience and knowledge base by being the liaison between departments in implementing and testing a new accounting system.
2011 to 2013
Tax Analyst Global Tax Management, Inc. Wayne, NJ,
  • Developed analytical thinking and problem-solving skills as the manager of a 5 person tax team, tasked with the reconciliation and amendments of several categories of tax slips.
  • Strengthened tax specific knowledge and communications skills, while managing working papers for closing and year-end audits as a CRA liaison.
  • Provided training, assistance and mentorship to new members of the department.
Skills

PROFESSIONAL MANAGEMENT

  • Leadership
  • Teamwork
  • Problem Solving
  • Change Management

TECHNICAL SKILLS

  • Financial Analysis
  • Data Analysis
  • Budgeting & Forecasting
  • Financial Modelling
  • Accounting
  • Financial Reporting
  • Strategic Planning
  • Microsoft Office
Education
Expected in to to
Management Certificate:
McGill University - Montreal, QC
GPA:
Expected in to to
Bachelor of Commerce: Accounting, Risk Assessment & Assurances
Concordia University - John Molson School of Business - Montreal, QC
GPA:
Expected in to to
DEC: Business Administration, Commerce
Dawson College - Montreal, QC
GPA:

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Resume Overview

School Attended

  • McGill University
  • Concordia University - John Molson School of Business
  • Dawson College

Job Titles Held:

  • Financial Manager
  • Assistant Controller
  • Senior Analyst
  • Senior Analyst
  • Tax Analyst

Degrees

  • Management Certificate
  • Bachelor of Commerce
  • DEC

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