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financial manager resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Summary
Over two decade of experience in business and personal finance, accounting, and extensive experience in management functions for private, corporate and non for profit sectors. Strong understanding and practice in U.S. GAAP, FASB, GASB, IFRS, APB, , IRS Codes, SEC regulations, Sarbanes-Oxley Act. Entrepreneurship experience with the establishment and running of several profitable small business, further enhancing my business organizational skills, operations management, financial management, and performance management to development staff, execute strategic plan and build successfully customers and vendor relationships, and provide viable solutions to the business structure. 
Highlights

Financial Management

  • Receivable/Payable handle
  • Payroll Management
  • Budget/Cash flow Projections
  • Financial Reporting
  • Audit, taxes, Fix Asset, 
  • Reconciliations, GL 

Operations & Performance

  • Internal controls 
  • Staff development/Mentoring
  • Develop/enhance best practices & tools
  • Delegation & Accountability 
  • Production efficiency-controls
Accomplishments
Successful setting of organization's 403b, Insurance; Fringe, Licenses, 
Established organization, Human Resources guidelines
Developed a financial & operation process
Achieved annually 100% perfect Audits (Non-profit)
Built operating fund and emergency funds account
Managed organization to meet 100% of its financial target goals
Several job and title promotions, awards, bonus, 
Enhanced entrepreneur experience
Acquired a portfolio of over 100 clients for my small business
Help established and structured over 30 companies
Built up marketing strategies for small business  resulting sales of over $250K
Experience
Financial Manager, 09/2007 to Present
Tetra Tech, Inc.Boise, ,
  • Established organization guidelines Developed a financial operation process Achieved 100% perfect Audits Built operating fund and emergency funds account Managed organization to meet 100% of its financial target goals Responsibilities: Assess the organizational performance against both the annual budget and long-term strategy for President and Vice President.
  • Develops tools and systems to provide critical financial and operational information to the CEO and make actionable recommendations on both strategy and operations.
  • Oversees long-term budgetary planning and costs management in alignment with the company or nonprofit's strategic plan, especially as the organization considers sponsorships, potential acquisitions, and collaborations with external organizations.
  • Manages all accounts, all payroll relate activities or issues, accounts receivables, payables ledgers, and reporting systems.
  • Ensures compliance with appropriate generally Accepted Accounting Principles, regulatory requirements, office of management, and budget audit requirements.
  • Maintains internal control safeguards and coordinate all audit activities.
  • Manages cash flow and forecasting.
  • Develops a reliable cash flow projection process and reporting mechanism that includes minimum cash threshold to meet operating needs.
  • Optimize the handling of banking relationships and initiate appropriate strategies to enhance cash positions.
  • Oversees budgeting and the implementation to monitor progress and present financial metrics both internally and externally.
  • Participates in corporate policy development as a member of the senior management team.
  • Engages the finance committee of the board of directors to develop short-, medium-, and long-term financial plans and projections.
  • Represents the company to financial partners, including financial institutions, investors, foundation executives, auditors, public officials, etc.
  • Ensures proper maintenance of all accounting systems and function.
  • Responsible for maintenance of appropriate internal controls and financial procedures.
  • Ensure timeliness, accuracy, and usefulness of financial and management reporting for federal and state, founders, foundations, and board of directors; oversee the preparation and communication of monthly, Quarterly and or annual financial statements.
  • Coordinates audits and proper filing of tax returns.
President, 09/2007 to 04/2012
Osf HealthcareBloomington, IL,
  • Enhanced entrepreneur experience Acquired a portfolio of over 100 clients Help established and structured over 30 companies Built up marketing strategies for small business generating gross sales of over $250K Responsibilities: Managed the daily operation of the business and developed staff on customer relations, sales and operational task.
  • Responsible for the existing and new business relations.
  • Participated in local outreach meeting to meet new prospects.
  • Provided consulting services to small business for their structure, operations and sales tools.
Licensed Banker VP Branch Manager, 04/1997 to 06/2010
SunTrust BankCity, STATE,
  • Life and Health Insurance licensed Top branch on business banking weekly activity Deposits goal over 154%, Investments revenue at 174% Fee Income over the target at 98.9% Built a strong sales team.
  • Generated commercial loans and residential of over $3.5 Million combined Responsibilities: Provided managerial direction and problem resolution for a team of approximately 15 employees.
  • Trained, mentor, and lead project staff members in the planning, tracking, analysis, and reporting of projects of various goals type, size, complexity, and level of risk.
  • Performed analysis and reporting and implementing process improvement across the branch.
  • Ensured proper compliance of Policy and Procedures are being followed by staff.
  • Set goals and expectation to be achieve a daily, monthly, and quarterly basis.
  • Developed relationships with each line of business partner to achieve goals on a weekly basis.
  • Managed the profitability of the office, by reviewing budgeting expenses, deficit, fees income, etc.
  • Supported a full range of managerial duties assigned staff, including oversight of recruitment, salary administration, performance reviews, and career development.
  • Implemented and exercise monthly planning meeting on sales activity of the branch staff.
  • Weekly sales meeting, along with briefs and debriefs.
  • Conducted daily inspection of sales process to ensure positive outcome for the branch.
Education
Bachelor of Science: Accounting, Expected in 2016 to Strayer University - ,
GPA:
Accounting
Non-Profit Organization Finance and Auditing course training 2009 QuickBooks Pro-Advisor Certificate 2005 Life & Health Insurance License 2002 Supervisor Academy, Coaching for Sales, at SunTrust University 2001 Critical Decision Making, Tele-Consulting, at SunTrust University 2000 Superior Sales Consulting, Interviewing Process, at SunTrust University 1994 Computer Engineer : , Expected in 2010 to Catholic University of Santo Domingo - ,
GPA:
Some coursework) 1993 Computer Software, at Ares Data Computer Center: , Expected in to - ,
GPA:
High School Diploma: , Expected in 1992 to - ,
GPA:
Skills
Accounting, accounting systems, accounts receivables, acquisitions, Auditing, banking, budgeting, budget, cash flow, Coaching, commercial loans, Computer Engineer, Consulting, clients, customer relations, Decision Making, direction, entrepreneur, senior management, filing, Finance, financial, financial and management, financial operation, financial statements, forecasting, funds, inspection, Insurance, Investments, managerial, marketing strategies, mentor, office, 2000, 98, organizational, payables, payroll, performance reviews, policy development, problem resolution, process improvement, Profit, progress, QuickBooks Pro, recruitment, reporting, Sales, strategy, strategic, structured, Supervisor, tax returns, type

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Resume Overview

School Attended

  • Strayer University
  • Catholic University of Santo Domingo

Job Titles Held:

  • Financial Manager
  • President
  • Licensed Banker VP Branch Manager

Degrees

  • Bachelor of Science
  • Non-Profit Organization Finance and Auditing course training 2009 QuickBooks Pro-Advisor Certificate 2005 Life & Health Insurance License 2002 Supervisor Academy, Coaching for Sales, at SunTrust University 2001 Critical Decision Making, Tele-Consulting, at SunTrust University 2000 Superior Sales Consulting, Interviewing Process, at SunTrust University 1994 Computer Engineer
  • Some coursework) 1993 Computer Software, at Ares Data Computer Center
  • High School Diploma

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