Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Summary
Resourceful and adaptable Finance Manager with over 15 years of experience developing and leading teams to increase revenue and growth within competitive markets. Results-oriented team builder with diverse industry expertise guiding staff in launch and delivery of client-focused solutions. Offering proven leadership, problem-solving and team building abilities developed over a progressive career.
Skills
Verbal and written communication
Financial budgeting
Regulatory compliance
Microsoft Office
Hiring and recruitment
Team building
Analyzing data
Strong leadership
Training and supervising employees
Organized
Dependable and reliable
Strategic thinking
Budget analysis and forecasting
Experience
10/2004 to 08/2011Loan OfficerLennar Corp., | Naples, FL,
Opened new accounts, IRA's, and loans.
Showcased superb leadership skills.
Supervised and trained employees.
Processed IRA deposits and withdrawals.
Helped develop goals for branch and employees.
Wrote and updated policies and procedures for the procedure manual.
Developed training for security.
Developed safety and security protocols for branch.
Familiar with writing performance reviews/appraising performance.
Conducted internal audits monthly.
Worked with manager in the hiring of new branch employees as well as coaching and support.
Analyzed member's credit reports for loan approval or denial.
Determined based on credit, income, and other factors whether to extend or deny credit.
Counseled member's on how to improve credit.
Educated customers on variety of loan products and available credit options to promote valuable decision-making.
08/2015 to 08/2016BankerAssociated Bank | Benld, IL,
Trained new employees and was back-up manager when Branch Manager was absent.
Networked for potential clients.
Worked in the community to establish bank presence.
Held marketing functions for bank promotions.
Developed new and innovative ways to bring in new clients.
Show-cased superb problem-solving abilities as well as demonstrated ability to diffuse escalated customers.
Assisted with conducting internal audits.
Ensured all work was within compliance of federal and state laws.
Helped develop goals for employees and banking center.
Practiced correct retention of files and documents, as well as confidentiality, according to regulations and policy.
Balanced daily cash deposits and vault inventory with zero error rate.
Met or exceeded sales goals by promoting bank products and services in every interaction.
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
08/2016 to 06/2018Department SecretaryChapters Health System | Greater Sun Center, FL,
Supported four curriculum departments.
Organized large events, meetings, and projects from start to finish.
Balanced, monitored, and allocated multiple budgets.
Key in determining financial and operational impacts of all fiscal operations.
Analyzed financial statements and reports.
Responsible for data entry and maintenance.
Allocated and reconciled p-card transactions to appropriate budgets.
Made invitations, flyers, and other documentation for department events.
Made travel arrangements when necessary.
Checked staffing rosters and made changes as needed.
Analyzed monthly reports on actual revenue performance and compared with budgeted projections.
Oversaw implementation and installation of new programs, procedures and methods of operation.
06/2018 to CurrentFinancial and Research Project ManagerCOLORADO STATE UNIVERSITY | City, STATE,
Works with different departments and works collaboratively on joint projects.
Perform budget construction, reconciles, accounts payable and receivable, capital expenditures, other operational expenses.
Serve as fiscal officer for all accounts and post award grant management.
Approve expenditures and monitor budgets to ensure timely use of funds and no over expenditures.
Work developing business plans and rates for billings.
Collaboratively reconstruct budget accounts and strategic business plans.
Plan and execute many diverse fiscal and financial projects.
Present financial and other projects as needed to diverse groups of people.
Process and perform tasks using financial and HR software.
Gather data and develop appropriate formats to help in financial forecasts and other fiscal and operational planning.
Assist with budget and grant proposals as well as post award and budget management.
Manage labor distributions for all department staff.
Gather and analyze financial data to track trends and budget forecasts.
Manage inventory and ordering of lab supplies for the entire IDRC Complex.
Assist with recruitment, hiring, and evaluation of salary impact of new hires.
Comply will all regulations and ensure correct transactions in accordance with GAAP and university policies.
Collaborated with operations manager on staff compliance with all financial and banking regulations.
Evaluated budget plans and current costs to project trends and recommend updates.
Determined areas needing improvement and successfully recommended innovative solutions.
Coordinated and compiled financial and statistical data, and formulated spreadsheet model for financial reporting and analysis.
Education and Training
Expected in Master of Finance | Colorado State University, Englewood, COGPA:
Expected in Bachelor of Science | BusinessColorado State University, Englewood, COGPA:
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