Financial Services Manager Resume Example
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FINANCIAL SERVICES MANAGER
Summary
Highly skilled Implementation Project Manager with more than 8 years working in cross-functional environments in the U.S. and
abroad.High-achieving executive professional possessing excellent communication, organizational and analytical
skills. Devises innovative solutions to resolve business and technology challenges.
Highlights
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Experience
Financial Services Manager10/2012 to 02/2015East Carolina UniversityGreenville , NC
- Led and directed a team of five team members in analyzing and reconciling specific client claim disbursement accounts, identifying items requiring research and resolutions.
- Managed the team in applying and reconciling claim refunds while providing guidance and direction to banking analysts Performed complex general accounting functions, including preparation of journal entries, account analysis and balanced reconciliations Proposed and published metrics and KPI's to be incorporated into the monthly financials and scorecards.
- Mastered the intricacies of the process flow within each department.
- Established and adjusted work procedures to meet production schedules.
Project Manager11/2003 to 08/2011Aimbridge HospitalityAsheville , NC
- Directed all phases of projects, from specification gathering to implementation Defined project deliverables and monitored status of tasks within the software development group Drafted action plans and led meetings with department executives to review project status and proposed changes.
- Defined clear targets and objectives communicating those to stakeholders Monitored time lines and flagged potential issues to be addressed using both Agile and Waterfall methodlogies Coordinated daily stand up meetings providing progress updates Oversaw infrastructure build out, UAT and implementation into production Managed project execution to ensure adherence to budget, schedule, and scope Participated in special projects, external audits, evaluations, and process improvements Collaborated with cross-functional teams to draft project schedules and plans.
- Served as the single point of contact for project scheduling and changes.
- Partnered with Research And Development and Documentation Group to address USER documenatation.
Director Of Operations05/1982 to 09/2003SimplyinsuredCity, State
- Oversaw a back office operations team of 60 customer service representatives and 4 personal banking managers.
- Managed bank's operations team to deliver effective financial services to clients.
- Ensured outstanding customer relations and high sales, as well as imbibing the bank's service culture in all staff members through personal coaching and granting of bonuses and other incentives to motivate staff.
- Created and analyzed management information and reports Interaction with local chambers of commerce, development agencies, solicitors, accountants Evaluated the performance of operations and suggested improvements Established operational objectives, work plans, and delegated assignments to subordinate managers Regulated policies and procedures of the company to secure they were followed correctly to avoid risks Created release and project plans and established stakeholder expectations.
- Achieved proper compliance and accurate executive level reporting.
Accomplishments
- Financial Services Manger role strengthened reimbursement banking account balances by reducing outstanding refunds/reimbursements by 70 % Project Manager role headed a Pilot financial software implementation project resulting in the reduction of seven (7) separate data processing operation centers into one (1) central HUB and six (6) spokes processing site providing an annual savings of $2.5MM Director of Banking and Finance Operations role responsible in the design,coordination installation of Bell & Howell Group 1 Project generating a continual annual savings of $80K and increasing customer satisfaction.
- Planned, directed, coordinated and assigned manpower to efficiently meet production requirements.
Education
High School Diploma: Business Business ManagementMay 1973Bartlett High School BartlettState, USABusiness Business Management
2015University of MemphisCity, StateAttended the University of Memphis - May 1974 - September 1976 in business management studies
SCRUM Fundamentalist: SCRUM
AllisionCity, State, USA
Skills
General accounting, acquisitions, Agile, banking, Budget management, Budgeting, budget, business management, client, clients, Customer relations, Customer service, direction, Disaster Recovery, Documentation, external audits, financials, financial, functional, Leadership, meetings, back office, Microsoft Office Suite, personal coaching, policies, Problem resolution, Process improvement, progress, Project development, Project Planning and Development, project plans, Quality management, reconciling, reporting, Research, Risk Management, sales, scheduling, SCRUM, software development, specification, upgrades
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Resume Overview
School Attended
- Bartlett High School Bartlett
- University of Memphis
- Allision
Job Titles Held:
- Financial Services Manager
- Project Manager
- Director Of Operations
Degrees
- High School Diploma : Business Business Management May 1973
2015
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