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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
  • Process improvement
  • Project development and life cycle
  • Microsoft Office Suite
  • Risk Management
  • SCRUM SFC Certified # 78636
  • Disaster Recovery
  • Agile Overview Approaching Agility
  • Waterfall Methodology
  • Project Planning and Development (SDLC)
  • Merger and acquisitions
  • Account analysis
  • Work Flow planning
  • Budget management
  • Claim disbursement
  • Claim refund and collection reconciliation
  • System Upgrades
  • Value based workload prioritization
  • Oriented in multi-disciplinary projects
  • Ability to initiate/manage cross functional teams
Experience
Financial Services Manager 10/2012 to 02/2015 Sedgwick CMS Memphis, TN
  • 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 Manager 11/2003 to 08/2011 Softwarearnings Memphis, TN
  • 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 Operations 05/1982 to 09/2003 Union Planters Bank Memphis, TN
  • 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 Management May 1973 Bartlett High School Bartlett Tn, USA Business Business Management
2015 University of Memphis Memphis, Tn Attended the University of Memphis - May 1974 - September 1976 in business management studies SCRUM Fundamentalist: SCRUM
Allision Memphis, TN, 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

Companies Worked For:

  • Sedgwick CMS
  • Softwarearnings
  • Union Planters Bank

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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