sample resume for financial aid specialist

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• Financial Aid Specialist

5 Amazing financial aid specialist Resume Examples (Updated 2023) + Skills & Job Descriptions

Build your resume in 15 minutes, financial aid specialist: resume samples & writing guide, henry richards, professional summary, employment history.

• Resolve student and family inquiries and complaints
• Maintain accurate and up-to-date records and reports
• Award and disburse financial aid to students
• Assist with the development and implementation of policies and procedures related to financial aid
• Monitor and audit student accounts
• Process and review financial aid applications
• Provide financial aid counseling and advisement to students and families
• Provide customer service to students, families, and other stakeholders

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Pete Turner

• Analyze financial aid applications to determine eligibility
• Ensure compliance with federal and state regulations
• Develop and implement financial literacy programs
• Participate in financial aid outreach and recruitment activities

Jake Vaughn

• Prepare and submit reports to federal and state agencies

Isaac Grant

• Participate in professional development activities

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Table of Content

• Introduction
• Resume Samples & Writing Guide
• Resume Example 1
• Resume Example 2
• Resume Example 3
• Resume Example 4
• Resume Example 5
• Jobs Description
• Jobs Skills
• Technical Skills
• Soft Skills
• How to Improve Your Resume
• How to Optimize Your Resume
• Cover Letter Example

financial aid specialist Job Descriptions; Explained

If you're applying for an financial aid specialist position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers. When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

financial aid specialist

• Remained compliant with FERPA laws in regards to all financial aid documentation and communication. 
• Coordinated the Onboard of new students through the financial aid process.
• Acted as the liaison for the student and financial aid department to ensure transparency and answer related questions.
• Provided consultation to new students in regards to their financial aid.  

financial aid specialist Job Skills

For an financial aid specialist position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few. Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

• Financial Analysis
• Financial Modeling
• Financial Forecasting
• Risk Assessment
• Cash Flow Management
• Tax Preparation
• Investment Analysis
• Regulatory Knowledge
• Investment Strategies
• Financial Planning
• Data Analysis
• Microsoft Office
• Financial Reporting
• Credit Analysis.

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently. Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

• Communication
• Interpersonal
• Time Management
• Problem Solving
• Decision Making
• Critical Thinking
• Adaptability
• Organization
• Public Speaking
• Negotiation
• Conflict Resolution
• Attention to Detail
• Self-Motivation
• Stress Management
• Collaboration
• Strategic Thinking
• Emotional Intelligence
• Flexibility
• Reliability
• Professionalism
• Computer Literacy
• Project Management
• Customer Service
• Presentation
• Written Communication
• Social Media
• Troubleshooting
• Quality Assurance
• Supervisory
• Risk Management
• Database Management
• Documentation
• Financial Management
• Visualization
• Business Acumen
• Process Improvement
• Relationship Management.

How to Improve Your financial aid specialist Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Earl Benson

• Monitor and review student financial aid records

Provide your Contact Information and Address Year Gaps

Always explain any gaps in your work history to your advantage..

• Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
• Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.

How to Optimize Your financial aid specialist Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Owen Parker

• Provide custmer servise too students, familes, an other stakeholers.
• Mointor and reviw student finacial aid recordes.
• Mointor and audit student accounts.
• Proccess and reviw finacial aid aplications.
• Ensure compilance with federal an state regulatons.
• Provide customer servise too students, familes, and other stakeholder's.

Include Job Descriptions and Avoid Bad Grammar

Avoid sending a wrong first impression by proofreading your resume..

• Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
• Before submitting your resume, double check to avoid typos.

financial aid specialist Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an financial aid specialist position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

Esteemed Morgan Stanley Hiring Team

I am a results-driven Financial Aid Specialist with 15 years of experience in Financial Services. I am excited to submit my application for the Chief Financial Aid Specialist role at Morgan Stanley, where I believe I can make a valuable contribution to your team.

As someone who has always been driven by a desire to solve complex problems and make a difference in the world, I have pursued opportunities to learn and grow throughout my life. My experience in this field has equipped me with valuable skills such as Process Improvement and Negotiation that have planted in me a great work ethic. I am excited to apply these skills and my enthusiasm for Financial Services to the role and contribute to your organization's success.

I am elated about the opportunity to join a team that shares my passion for this field, and values collaboration and innovation. I am confident that together we can overcome whatever tests and challenges are put on our way.

Showcase your most significant accomplishments and qualifications with this cover letter. Personalize this cover letter in just few minutes with our user-friendly tool!

Related Resumes & Cover Letters

Contemporary

Professional

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Financial Aid Specialist Resume Samples

A Financial Aid Specialist undertakes the responsibility for reviewing, verifying and analyzing various financial aid applications and documents and determine the amount and type of financial aid that can be sanctioned or available to the students. Job duties listed on the Financial Aid Specialist Resume include the following – determining completeness of the application forms; determining eligibility for financial aid; verifying accuracy of documents and consistency of data; performing data analysis to identify discrepancies; mailing application and debt management letters; conducting routine exit interviews; and participating in the annual audit processes.

In order to qualify the following skills are required – knowledge of automated processing; familiarity with supervisory techniques; skillful in entering data accurately; solid understanding of government rules, regulations, procedures and guidelines; and directly relatable experience. A Degree in economics, finance or accounting will be useful.

• Resume Samples
• Financial Aid Specialist

Financial Aid Specialist Resume

Headline : Motivated, personable administrative professional with successful record of excellent customer service and professional support. Talent for quickly mastering technology, methodologies and job responsibilities.

Skills : Banner, Campus, Class, COD, NSLDS.

Description :

• Assisted in determining eligibility and hiring of work-study students.
• Responsible for setting up and maintaining paper/electronic files on these students.
• Verified timesheets, then provide payroll information to the Payroll Manager.
• Kept track of work-study funds and disbursements to students.
• Calculated and process Return of Title IV funds weekly and at the end of the semester.
• Assisted TRA students weekly with weekly attendance sheets for Unemployment Compensation Agency.
• Coordinated TRA student attendance with CareerLink at Employment Agencies.
• Provided cost estimates for potential TRA and WIA students.

Sr. Financial Aid Specialist Resume

Summary : To build a long-term Financial Aid Specialist career in the finance field with opportunities for career, educational, and professional growth.

Skills : Microsoft Office, Scanner, Printer, Calculator, Customer Service, Fax.

• Associated with providing assistance through numerous grants, loans, employment, and scholarship programs.
• Provided administrative support related to the daily operations of the Student Financial Aid office by performing various customer service, clerical, and student counseling duties.
• Facilitated needed corrections to student records through the Department of Education electronic procedures.
• Performed requirement for Loading Files through EdConnect, NAS, Core FTP, and AppWorx.
• Served as a representative to the community by presenting financial aid workshops and seminars for LIT students as well as various external groups and organizations.
• Responded to inquiries and researches and resolves problems related to transactions handled by the department.
• Awarded scholarships to incoming students based on their grades, test scores, and university parameters.

Headline : To seek a career in finance sector and to use best of skills and abilities which will help personal growth as well as betterment of the organization.

Skills : Finance, Accounting, Financial Planner.

• Verified accuracy of documents and consistency of data from need analysis processor, federal tax returns, financial aid transcripts verification.
• Prepared financial aid document tracking and financial aid award letters Maintained proper records retention policy and documentation of Financial.
• Aided students in filling out a general financial aid application.
• Assisted in the financial aid process, which included filling FAFSA and retaining required documents.
• Managed daily operation and workflow by checking the status of enrolled students' financial aid records.
• Managed student accounts, Participate in accepting or denying loans - determine if loan necessary, Distribute student files to leading specialists.
• Maximized financial aid archive room by reorganizing boxes, and created an alphabetically and numerically systematic order for files.

Financial Aid Specialist III Resume

Summary : Higher education financial aid professional with over 20 years of functional experience implementing IT solutions to support strategic goals and enhance the student experience. Financial Aid user for over 12 years as both director and assistant director with functional IT duties.

Skills : Proficiently use of Word, Excel, Lotus, PowerPoint, Internet and Outlook.

• Advised students and parents on eligibility requirements for federal and state financial aid.
• Assisted students through completing their FAFSA applications and all school required documentation to determine Title IV aid eligibility.
• Reviewed all school and federal required financial aid documents for accuracy and completeness.
• Verified applications flagged by the Department of Education for verification to accurately verify the student's submitted information and resolve any comment codes that require resolution.
• Certified and transmitted Federal Direct Loan and alternative loan data in a timely manner utilizing the school's information system.
• Utilized the school's information system effectively to assist in administering Title IV aid through the school's manual packaging methods.
• Tracked files and paperwork both physically and digitally in schools information systems to ensure 100% file completion.
• Audited student files at the beginning of each academic year and upon graduation to ensure completion and accuracy before being stored.

Financial Aid Specialist II Resume

Headline : A professional and goal oriented professional with a track record of meeting and exceeding established goals and objectives related to different types of counseling such as financial aid counseling, crisis counseling.

Skills : Microsoft Office, Counseling, Crisis Counseling, Customer Service, Financial Analysis.

• Interviewed students applying for financial aid, such as loans, grants-in-aid, and scholarships.
• Assisted students in completing the Free Application for Federal Student Aid Counseled students through the personal understanding of student loans and Federal Aid along with the eligibility time frames.
• Executed daily operations of verification process from obtaining additional information for certain enrolled students who need additional interviewing for financial assistance.
• Determined eligibility for assistance in university.
• Answered questions relating to financial assistance available to students enrolled in university.
• Interviewed students to obtain information needed to determine eligibility for aid.
• Compared data on students' applications, such as family income and transcript of grades, with eligibility requirements of the assistance program.

Financial Aid Specialist I Resume

Summary : Motivated, dedicated, service oriented Higher Education and Administrative professional with approximately 10 years of experience as a Financial Aid Coordinator seeks a position that will utilize passion for helping others, experience, and education to assist an organization in achieving its mission and goals while providing opportunities for professional development.

Skills : Microsoft Office, Finance Aid Coordinator.

• Supervised work-study program, including hiring, completion of employee forms, and maintaining a $125,000 budget.
• Processed students' financial aid, including grants, loans, and scholarships.
• Verified of student/spouse/parental income for the packaging of student aid.
• Counseled students and parents in financial aid matters Track Satisfactory Academic Progress.
• Traveled to College fairs with Admissions staff.
• Defaulted Management Supervisor.
• Assisted in the organization of college recruiting events.

Financial Aid Specialist/Analyst Resume

Headline : Professional offering overall 2 years of experience in Financial Aid Specialist, CRM, and B2C & B2B. Diligent and motivated to improve processes, streamline operations, and increase revenue.

Skills : Microsoft Office, Adding Machine, Customer Service, Bookkeeping, Fast Learner, Receptionist, Typing.

• Maintained up-to-date knowledge of federal and state financial aid regulations.
• Balanced the various state and federal accounts.
• Advised and inform students and parents about the financial aid application process.
• Assisted with the processing of financial aid applications by collecting the required documents, verifying for accuracy, and preparing student files for awarding.
• Assisted with monitoring and evaluating the Satisfactory Academic Progress.
• Performed basic clerical functions in support of the main task of administering financial aid to students.
• Maintained student files in order as required for audit purposes, on an annual basis.
• Updated financial aid forms using Word and Excel.

Financial Aid Specialist/Representative Resume

Summary : Obtain a Financial Aid Specialist position allowing for supervision and coordination of multiple employees in an office setting, allowing to utilize strong communication, organization, and analytical skills to best serve the organization as well as the internal and external customers.

Skills : Microsoft Excel, Quickbooks, Microsoft Office Suite, Salesforce.

• Responsible for the accurate provision of information regarding procedures and requirements of the institution's financial aid program.
• Applied deep knowledge of Federal and State Financial Aid Regulations to ensure regulatory compliance with Kaplan policies and procedures, as well as Federal regulations pertaining to eligibility and the disbursement of funds.
• Performed complex Federal Aid processes.
• Verified student information to determine Title IV eligibility.
• Conducted interviews with applicants.
• Provided counsel on financial aid policies and procedures.
• Collaborated with school personnel to address any Title IV funding issues received by the Home Office.

Financial Aid Specialist/Coordinator Resume

Headline : Self-motivated and excellence Financial Aid Specialist driven individual looking for a position in a growing company that will utilize strong organizational skills.

Skills : Microsoft Office, Spanish, Finance.

• Communicated with students and review documentation in order to verify financial aid files and determine eligibility.
• Able to set goals and prioritize for increased efficiency.
• Reconciled reports daily for accuracy.
• Communicated and cooperate with partnering organizations.
• Updated organizational policies and procedure manual as needed.
• Attended yearly seminars and conferences to ensure compliance with rules and regulations from the Department of Education.
• Processed all faculty staff grants and added appropriate amounts to financial aid packages.

Headline : Results oriented 21st Century visionary with a broad range of Financial Aid, College Access, Administrative and Customer Service skills. Demonstrated hands-on style and possess solid planning, organizational, and communication skills.

Skills : Microsoft Office, Typing.

• Identified areas of improvement to take the college off heightened cash management to ensure compliance of Federal guidelines and directed the administration of Title IV programs.
• Increased TSAA (Tennessee Student Assistance Administration) state funding by 30% within one year and 65% the following year and increased the Pell grant recipients from 30% to 74%.
• Trained Department Heads and staff on student financial aid operations, policies, procedures, and budgets.
• Processed verifications for accurate analysis and awarding of all Title IV, state, and local grants, supported institutional scholarship awards, processed loans, and veteran's payments to ensure compliance with legislated requirements.
• Advised the community, students, parents and prospective students regarding financial aid and other pertinent financial counseling and assisted the Admissions Team with recruitment and promoting the college.
• Facilitated college readiness workshops for middle and high school students.
• Assisted the Registrar's Office with maintaining record-keeping of student files, annual reports, academic progression, and graduation ceremony.
• Supervised the Federal Work-Study Program and monitored students' satisfactory academic progress.

Table of Contents

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Financial Aid Specialist Resume Sample

Financial Aid Specialists are responsible for handling the financial aid of students. The duties of Financial Aid Specialists include answering student and family questions, gathering student financial information, filing paperwork, analyzing financial aid applications, verifying student information, and organizing the files of students who have received financial aid.

For many, writing a resume can be daunting. If you are working on your own, it is easy to become overwhelmed with the amount of information you need to include and how best to present yourself.

The sample resumes below provide great examples of how to write an effective resume.

The Best Financial Aid Specialist Resume Samples

These are some examples of accomplishments we have handpicked from real Financial Aid Specialist resumes for your reference.

Financial Aid Specialist Resume Sample 1

• As a volunteer, aided the self-sufficiency of three refugee families in adjusting to a new lifestyle in a new country with a different culture.
• Worked closely with clients to develop the most economical and appropriate financial solutions for their needs.
• Provided comprehensive information on government and private grants, loans, and repayment plans to students from all socio-economic backgrounds.
• Trained in computer software related to grants administration, college admissions, financial aid disbursement, international student records, and payroll processing.
• Shared cultural traditions from my home country with students from all parts of the globe during career development seminars in order to foster cross-cultural appreciation and cooperation.

Financial Aid Specialist Resume Sample 2

• Assisted thousands of parents, young children, disabled individuals, and seniors in financial education for personal savings, homeownership, low-interest loans, and college funds.
• Helped thousands of disabled individuals secure benefits from the VA.
• Helped over 300 families file tax returns utilizing company software programs to guarantee accuracy.
• Financial analyst for Jiffy Lube brand company at Overland Park Kansas to develop new services for car service maintenance equipment.
• Qualified participant in the Alternative Route to Citizenship by U.S. Citizenship Immigration Services proving financial independence by acquiring own business for self-employment then filing taxes with IRS.

Financial Aid Specialist Resume Sample 3

• Increase in financial aid from $5.0 M to $7.0 M with a twenty percent increase in private donations from businesses and students.
• Informed twenty-five graduates of annual income earning potentials in their chosen occupations after completion of financial management curriculum, including consulting, self-employment, and the purchase of a business.
• Recruited twelve thousand new students annually to meet growing college enrollment of more than sixty thousand students through public relations and national news releases.
• Collaborated with alumni and university officials to promote educational and social development for new and current students during annual College Week events each year.
• Developed a computer system to track financial aid eligibility, status, and award amounts from the inception of the award process.

Financial Aid Specialist Resume Sample 4

• Supported ten customers, from diverse backgrounds at varied academic levels, from no credit to prime loans.
• Gained goodwill from customers by helping them to establish a higher credit rating, multiple accounts, and a vehicle purchase.
• Maintained a representative image of the company by following all security and privacy policies and procedures.
• Saved the company money by reducing delinquency rates and expediting collections of past-due accounts.
• Increased profit margins by selling insurance products to customers as an added value service.

Financial Aid Specialist Resume Sample 5

• Prepared more than 150 financial aid appeal packages.
• Recruited over 400 of the most responsible; motivated; and productive scholarship students in the organization.
• Oversaw pension, retirement, life insurance, health care savings plans, disability plans, and profit-sharing plans.
• Delegated authority to another employee within his department to devolve all responsibilities of the position.
• Held down a more than four-hour-per-day office manager position for two years without developing new responsibilities or tasks with minimal supervision necessary to complete assignments.

Financial Aid Specialist Resume Sample 6

• Provided leadership in implementing new procedures to safeguard sensitive information from identity thieves.
• Used knowledge of higher education funding procedures to streamline the financial aid application process for students.
• Mentored a team of three financial aid specialists, one graduate assistant, and one secretary in meeting the Division’s goals for customer service and compliance.
• Trained three new staff members on their responsibilities under FERPA (Federal Educational Rights and Privacy Act).
• Designed and implemented a postsecondary information session to help lower-income students apply for financial aid.

Financial Aid Specialist Resume Sample 7

• Educated, lead, and inspired over 300 students to overcome financial obstacles to further education.
• Organized students to encourage financial independence through investment, job preparation, and entrepreneurship.
• Trained student leaders to promote motivational attitude, self-confidence, discipline, and esteem for their peers.
• Fostered interpersonal skills and knowledge of international business during six months of travel across eleven nations advising about financial aid policies.
• Realized new potentials for global markets after developing relationships with overseas financial aid advisors through study abroad programs.

Financial Aid Specialist Resume Sample 8

• Raised awareness of financial aid options by responding to 3,000 requests for assistance from families in crisis.
• Recognized and publicized the educational and developmental opportunities provided by financial aid coverages while providing assistance with budgeting, financial planning, and organizational skills.
• Fostered relationships with alumni and faculty at multiple universities and colleges by providing services to the general public (publicity, resume distribution, letters of recommendation) at no charge during job searches or on assignment.
• Researched data necessary to create financial aid packages by examining student accounting records, performing research, and analyzing federal regulations.
• Fostered relationships with reputations for credibility and reliability by assisting clients with bookkeeping, data retrieval, and other administrative tasks.

Financial Aid Specialist Resume Sample 9

• Assisted prospective college students applying for state or federal financial aid by calling financial aid officers at colleges, obtaining information, and preparing detailed financial aid applications.
• Negotiated delinquent student loan accounts through telephone contact with debtors to obtain payment arrangements.
• Inspected school transcripts to determine whether students were eligible for federal student loans.
• Investigated the financial status of the parents of dependent students to determine their ability to pay college expenses.
• Attended seminars on current developments in student loan programs, tax laws affecting educational institutions, and university budgeting policies.

Financial Aid Specialist Resume Sample 10

• Trained to assist and support needy students in obtaining federal tuition assistance.
• Worked with veterans and dependents to resolve backlogs in financial aid and grants due to bureaucratic delays.
• Provided case management services to aid in home foreclosure avoidance and single-parent family assistance.
• Processed and maintained data and reports for individual cases and clientele outreach programs.
• Managed office certification requirements for state, federal, and accreditation agencies through development of policies, procedures, and forms.

Financial Aid Specialist Resume Sample 11

• Provided financial information, advice, and direction to individuals seeking admission to graduate programs in nursing education.
• Organized financial aid files for possible institutional audit by responding to request for inspection of all supporting documentation.
• Trained five incoming students on the requirements for compliance with institutional guidelines for scholarship awards.
• Coordinated monthly disbursement of funds from the Department of Nursing to student accounts at First Bank.
• Supervised possible expenditure rate violations by students applying for emergency federal funding via telephone appeal process.

Financial Aid Specialist Resume Sample 12

• Rebuilt depleted bank accounts for private clients by creating customized solutions.
• Advocated for educational policy by assisting students to access federal financial aid programs.
• Decreased caseload through training and counseling of over 1,000 customer service specialists.
• Proven to be a successful administrator of student loan debt repayment procedures, resulting in debt reduction to applicants’ credit ratings.
• Restored estate equity for homeowners and entrepreneurs by negotiating with lenders and credit card companies.

Financial Aid Specialist Resume Sample 13

• Curated financial aid packages worth over $2 million for 200 needy college students.
• Maintained a 98% student retention rate by creating financial packages to meet the specific needs of every student.
• Provided ongoing motivational counseling for college students who were at risk of dropping out due to family or financial issues.
• Awarded academic scholarships to nearly 50 students, which allowed them to continue their studies without incurring student debt.
• Helped over 20 students move from living below the poverty level into self-sufficient entrepreneurial careers, wherein they could provide for their families and give back to the community.

Financial Aid Specialist Resume Sample 14

• The first job out of college was with the Federal Government – public service at its best!
• Worked with many different cultures, ages, and lifestyles. It’s amazing how many people are looking for the same opportunity that I have.
• Learned the power of money, patience, and compromise while researching colleges for my sister.
• Spent months explaining complicated financial aid forms to parents who didn’t always speak English fluently.
• Developed knowledge of how to make numbers make sense by calculating tricky percentages during financial aid paperwork.

To become a Financial Aid Specialist, a bachelor’s degree in business and 1-3 years of work experience in preparing financial aid are recommended. Financial Aid Specialists demonstrate familiarity with state and federal financial aid laws, integrity, the ability to multitask, clear communication, good customer service, organization, and logic.

Resumes are a crucial aspect of any job search. In order to make a good first impression, it is important that your resume be formatted and written professionally. To create the perfect resume, think about what skills and qualities you want your future employer to see.

Hope these samples gave you an idea of what your resume should look like and some tips on how to make sure that your resume stands out from the rest.

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Financial Aid Advisor Resume Examples: Proven To Get You Hired In 2024

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• Financial Aid Advisor
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• Financial Aid Coordinator
• Financial Aid Officer
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• Financial Aid Advisor Resume Tips

Financial Aid Advisor Resume Template

Download in google doc, word or pdf for free. designed to pass resume screening software in 2022., financial aid advisor resume sample.

As a Financial Aid Advisor, you play a crucial role in assisting students and their families in navigating the financial aspects of higher education. The industry has evolved rapidly in recent years, with a growing emphasis on technology and data analysis to streamline processes and improve financial aid outcomes. Employers in this field value attention to detail, strong communication skills, and a deep understanding of financial aid regulations. A well-crafted resume is essential for showcasing your expertise and demonstrating your ability to adapt to this changing landscape. Crafting a targeted resume that highlights your skills and achievements specific to financial aid advising will help you stand out to potential employers. Make sure to emphasize any certifications, professional development, or relevant experience that demonstrate your commitment to the field and your readiness for new challenges.

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Recruiter Insight: Why this resume works in 2022

Tips to help you write your financial aid advisor resume in 2024,    highlight financial aid-specific knowledge.

As a Financial Aid Advisor, you'll need to demonstrate your in-depth understanding of financial aid regulations, policies, and procedures. Include any relevant certifications, such as NASFAA credentials, and mention specific knowledge areas like the FAFSA, state grants, and scholarship opportunities.

   Showcase customer service and communication skills

Strong communication and customer service skills are vital for a Financial Aid Advisor, as you'll be working directly with students and families. Highlight any experience you have in customer service or student support roles, and emphasize your ability to explain complex financial information in easy-to-understand terms.

Financial aid advisors work specifically in academic settings, meaning you’ll need to have (or build) an understanding of student loans, scholarships, and grants. As with all financial advisor resumes, you should rely on quantitative values in your bullet points, and include any volunteering you’ve done.

   Use of numerical values, with accomplishments pertaining to financial advisory

Since financial advising is based on numerical data, it makes sense that every one of your bullet points should include a numerical value where possible. If you can indicate how much you increased or reduced a value by, or what percentage of your reports were in compliance, it shows you know your field.

   Include relevant extra-curriculars to supplement work experience

Pro bono and volunteer activities for community organizations or companies are important to include as it shows that your passion for financial advising extends beyond the workday. Aim to bolster the inclusion by clarifying how much time you volunteer each week/month, or how long you’ve been volunteering with the organization.

Student Financial Services Advisor Resume Sample

Financial aid coordinator resume sample, financial aid officer resume sample, scholarships and financial aid counselor resume sample.

As a hiring manager who has recruited for financial aid advisor roles at universities like Stanford, UC Berkeley, and NYU, I've seen hundreds of resumes. The best ones stand out by highlighting the candidate's unique contributions to financial aid programs, their ability to connect with students, and their deep knowledge of the financial aid process. Here are some key tips to make your financial aid advisor resume shine.

   Quantify your impact on financial aid programs

Instead of simply listing your responsibilities, focus on the impact you've made. Use numbers and percentages to show how you've improved financial aid programs.

• Increased FAFSA completion rate by 15% through targeted outreach to low-income students
• Managed a $10 million scholarship fund and awarded grants to 500+ students annually
• Reduced processing time for financial aid applications by 30% through process improvements

By quantifying your achievements, you give hiring managers a clear picture of the value you can bring to their institution.

   Highlight your student-facing experience

Financial aid advisors spend much of their time working directly with students and families. Showcase your experience in this area.

• Answered student questions about financial aid
• Met with students to discuss their financial aid options

Instead, provide specific examples of how you've helped students navigate the complex financial aid process.

• Conducted 30+ financial aid workshops for first-generation college students and their families
• Provided one-on-one counseling to 100+ students to help them understand their financial aid packages and make informed decisions

   Demonstrate your knowledge of financial aid regulations

Financial aid is a heavily regulated field, and employers want to know that you have a deep understanding of the rules and regulations.

Proficient in federal and state financial aid programs, including Pell Grants, Stafford Loans, and Cal Grants. Expert knowledge of Title IV regulations and compliance requirements.

If you have experience with specific financial aid software or systems, be sure to mention that as well.

• Utilized Banner and PowerFAIDS to manage student financial aid data and process awards
• Trained 15 staff members on new Department of Education regulations regarding FAFSA verification

   Show your progression within financial aid

Employers want to see that you've progressed in your career and taken on increasing levels of responsibility. If you've been promoted or taken on leadership roles, make that clear on your resume.

• Financial Aid Advisor, XYZ University, 2015-2018
• Senior Financial Aid Advisor, XYZ University, 2018-Present

Instead, highlight your progression and the reasons behind your promotions.

• Promoted to Senior Financial Aid Advisor in recognition of strong performance and leadership skills
• Managed a team of 5 financial aid advisors and implemented new training program that reduced error rates by 25%

   Tailor your resume to the institution

Each educational institution has its own unique student population, financial aid policies, and culture. Show that you've done your research and understand the specific needs of the institution you're applying to.

• Experienced financial aid advisor with knowledge of federal and state aid programs

Instead, customize your resume to highlight experience that is directly relevant to the institution.

• 5+ years of experience working with diverse student populations, including first-generation and low-income students
• Expertise in need-based aid programs and commitment to expanding access to higher education

By tailoring your resume to the institution, you show that you're a strong fit for their specific needs and culture.

   Include relevant education and certifications

While a bachelor's degree is typically required for financial aid advisor positions, certain advanced degrees or certifications can help you stand out.

• Master's degree in Higher Education Administration or related field
• Certified Financial Aid Administrator (CFAA) certification

If you've completed relevant coursework or training programs, you can also include those.

• Completed NASFAA credential training in Verification and Professional Judgment
• Attended annual Federal Student Aid (FSA) Conference to stay up-to-date on regulations and best practices

By highlighting your education and certifications, you show your commitment to professional development and your expertise in the field.

Writing Your Financial Aid Advisor Resume: Section By Section

  summary.

A resume summary, also known as a professional summary or career summary, is an optional section that goes at the top of your resume, just below your contact information. It's a brief paragraph, usually 3-5 sentences long, that highlights your most relevant skills, experiences, and achievements as they relate to the job you're applying for.

While a summary is not required, it can be a valuable addition to your resume if you're a career changer, have a diverse background, or want to provide additional context about your career goals and how you can contribute to the company. However, avoid using an objective statement, as it focuses on what you want from the employer rather than what you can offer them.

When writing your summary for a financial aid advisor position, focus on your relevant skills and experiences, such as your knowledge of financial aid programs, ability to communicate complex information to students and families, and experience working in higher education. Use keywords from the job description to show that you're a good fit for the role.

To learn how to write an effective resume summary for your Financial Aid Advisor resume, or figure out if you need one, please read Financial Aid Advisor Resume Summary Examples , or Financial Aid Advisor Resume Objective Examples .

1. Tailor your summary to the financial aid advisor role

When writing your summary, it's important to tailor it to the specific financial aid advisor position you're applying for. This means highlighting the skills and experiences that are most relevant to the job.

Here's an example of a generic summary that could apply to many different roles:

• Experienced professional with a proven track record of success in various industries. Strong communication and organizational skills. Seeking a challenging new opportunity to grow my career.

Instead, focus on the specific skills and experiences that make you a great fit for a financial aid advisor role:

Results-driven financial aid professional with 5+ years of experience helping students navigate the complex world of financial aid. Skilled at communicating with diverse populations and explaining complicated financial concepts in easy-to-understand terms. Seeking to leverage my knowledge of federal and state aid programs to help XYZ University students achieve their educational goals.

2. Quantify your achievements as a financial aid advisor

Whenever possible, use numbers and metrics to quantify your achievements in your summary. This helps to make your accomplishments more concrete and impressive to hiring managers.

For example, instead of saying:

• Experienced in processing financial aid applications and helping students understand their options.

Try something like:

• Processed over 500 financial aid applications per semester, ensuring 98% of students received their aid packages on time.
• Conducted 20+ financial aid workshops per year, educating over 1,000 students and parents on available aid options and the application process.

Quantifying your achievements demonstrates the impact you've had in your previous roles and helps you stand out from other candidates.

  Experience

The work experience section is the heart of your resume. It's where you show hiring managers what you've accomplished in previous roles and how you can drive similar results for them. Here are some key tips to write a strong work experience section as a financial aid advisor:

1. Highlight financial aid achievements with metrics

Metrics are the most effective way to showcase your impact as a financial aid advisor. Hiring managers want to see tangible results. Instead of simply listing your responsibilities, quantify your achievements.

Compare these two bullet points:

• Reviewed financial aid applications and determined eligibility
• Processed 500+ financial aid applications per semester, awarding $4M+ in grants and scholarships annually

The second example provides concrete numbers that demonstrate your productivity and the scope of financial aid you handled.

2. Use strong financial aid action verbs

Start each bullet point with an action verb that showcases your financial aid expertise. The right verbs make your experience sound more impactful. For example:

• Analyzed financial aid data to identify and resolve discrepancies
• Counseled students and families on financing options and debt management
• Collaborated with admissions to streamline application process and improve yield

Notice how these verbs are specific to financial aid responsibilities. Generic phrases like 'Responsible for' or 'Helped with' diminish your contributions.

3. Tailor your experience to the job description

Financial aid advisors have a wide range of responsibilities - from reviewing applications to counseling students to collaborating with other departments. The key is showcasing the experience that's most relevant to the specific role you're applying for.

For example, if the job emphasizes compliance, highlight your experience with:

• Ensuring aid packages comply with federal, state, and institutional policies
• Auditing student files to maintain accurate and complete records
• Staying current on regulatory changes and updating processes

If the role focuses on student advising, prioritize bullets that demonstrate your communication and counseling skills.

4. Show progression and leadership

Hiring managers love to see growth and progression on your resume. If you've been promoted or taken on leadership roles, make that apparent in your work experience section. For example:

Financial Aid Advisor (2018-Present) Senior Financial Aid Counselor (2015-2018) XYZ University

This shows you advanced from a counselor to an advisor role, taking on more responsibilities. Even if your title didn't change, you can show growth through your bullet points:

• Trained and mentored 5 new financial aid counselors
• Led cross-functional team to implement new CRM system

Highlighting progression and leadership shows your ability to succeed in the role and advance in your financial aid career.

  Education

The education section of your financial aid advisor resume is an important part of showcasing your qualifications. It should highlight your relevant degrees, certifications, and coursework. Here are some key tips to make your education section stand out:

1. List your degrees in reverse chronological order

Start with your most recent degree first. Include the name of the institution, location, degree earned, and graduation year. If you have multiple degrees, list them in descending order.

For example:

Master of Science in Higher Education Administration University of California, Los Angeles Graduated: 2019 Bachelor of Arts in Psychology University of Washington, Seattle Graduated: 2015

2. Highlight relevant coursework and projects

If you're a recent graduate or have limited work experience, you can bolster your education section by listing relevant coursework, projects, or academic achievements. This can demonstrate your knowledge and skills related to financial aid advising.

However, avoid listing irrelevant or generic courses. Focus on those that directly apply to the position, such as:

• Financial Aid Management
• Higher Education Law and Ethics
• Student Retention Strategies

3. Include relevant certifications and training

In addition to your degrees, include any relevant certifications or professional training you've completed. This can show your commitment to staying current in the field and expanding your skill set.

Certified Financial Aid Administrator (CFAA) National Association of Student Financial Aid Administrators (NASFAA) Completed: 2020

However, avoid listing minor or irrelevant certifications, such as:

• CPR and First Aid Certification
• Microsoft Office Specialist

4. Streamline your education section as a senior professional

If you're a senior-level financial aid advisor with extensive work experience, you can streamline your education section to focus on your most recent and relevant degrees. Avoid listing graduation dates, as this can potentially lead to age discrimination.

Master of Education in Higher Education Administration University of Texas at Austin Bachelor of Science in Finance Texas A&M University

In contrast, avoid cluttering your education section with outdated or irrelevant information, such as:

• High school diploma
• Unrelated associate's degree from 20+ years ago

  Skills

The skills section of your financial aid advisor resume is critical to show hiring managers you have the right qualifications. In this section, you'll list technical skills, tools, and knowledge that are relevant to the job.

When writing your skills section, keep the following tips in mind:

1. Choose skills from the job description

Many companies use Applicant Tracking Systems (ATS) to automatically scan resumes for relevant skills before a human sees them. To get past these systems, use the same keywords and skills from the job description.

For example, if a job description mentions 'FAFSA verification', make sure to include it:

FAFSA verification Financial aid counseling Student loan processing Ellucian Banner

Avoid writing your skills in sentences. Instead, use short phrases and separate them with commas or bullet points.

2. Categorize your skills

Group your skills into categories to make them easier to read. Common categories for a financial aid advisor could include:

• Financial Aid Programs : FAFSA, CSS Profile, Pell Grants, Perkins Loans
• Regulations : Title IV, FERPA, 150% Subsidized Loan Limit
• Software : Ellucian Banner, Oracle PeopleSoft, Blackbaud Financial Edge

Avoid creating too many categories, which can make your skills section look cluttered. Stick to 3-4 of the most relevant categories.

3. Focus on hard skills

Hard skills are the technical abilities needed to succeed in the role, which hiring managers care about most. Emphasize these over soft skills.

Skills: Financial aid counseling Detail-oriented Excellent communicator Team player

Instead, focus on specific tools, techniques and knowledge:

Skills: Financial aid programs: Pell Grants, FSEOG, Federal Work-Study Needs analysis FAFSA verification Ellucian Banner, Blackbaud Financial Edge

4. Keep your list concise

While it may be tempting to list every skill you have, keep your skills section focused. Hiring managers only spend a few seconds scanning each resume.

A long list of skills may signal that you are a generalist without advanced knowledge in any particular area. It's better to go in-depth on 8-10 skills most relevant to the job.

Skills: Financial aid, FAFSA, grants, loans, scholarships, counseling, customer service, financial analysis, budgeting, accounting, Excel, Ellucian Banner, Salesforce, SAP, technical support, troubleshooting...

Instead, curate a shorter list that matches the job description:

Skills: Financial Aid : FAFSA verification, needs analysis, R2T4 calculations, SAP appeals Advising : Loan entrance/exit counseling, financial literacy education Systems : Ellucian Banner, Oracle PeopleSoft, Blackbaud Financial Edge

Skills For Financial Aid Advisor Resumes

Here are examples of popular skills from Financial Aid Advisor job descriptions that you can include on your resume.

Skills Word Cloud For Financial Aid Advisor Resumes

This word cloud highlights the important keywords that appear on Financial Aid Advisor job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.

How to use these skills?

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Financial Controller

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Resume Guide: Detailed Insights From Recruiters

• Financial Advisor Resume Guide & Examples for 2022

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Financial Aid Advisor Resumes

• Template #1: Financial Aid Advisor
• Template #2: Financial Aid Advisor
• Template #3: Financial Aid Advisor
• Template #4: Student Financial Services Advisor
• Template #5: Financial Aid Coordinator
• Template #6: Financial Aid Officer
• Template #7: Scholarships and Financial Aid Counselor
• Skills for Financial Aid Advisor Resumes
• Free Financial Aid Advisor Resume Review
• Other Finance Resumes
• Financial Aid Advisor Interview Guide
• Financial Aid Advisor Sample Cover Letters
• Alternative Careers to a Financial Advisor
• All Resumes
• Resume Action Verbs

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Financial Specialist Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the financial specialist job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

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• Assists in the preparation of cost benefit studies regarding the plant's departmental performance factors for use by management in strategic business planning
• Perform financial and business analyses in a variety of areas including cost-benefit and ROI studies, cost/schedule/risk management and project performance
• Assist Project Manager(s) in the preparation of project financial status updates (e.g., burn rate, remaining backlog, project profit levels)
• Recognize data integrity issues and work with providers of data to resolve
• Work with Finance Manager on month end duties
• Recommend new and revised business processes to improve efficiency and effectiveness, and assist department with implementation of new processes and procedures
• Performs analyses and analyzes results to ensure accurate presents monthly results to management team
• Strong working knowledge of general finance and accounting, accounting systems, financial reporting and financial analysis
• Managing and supporting PNC’s consolidated Budgeting and Forecasting process
• Managing and supporting PNC’s strategic planning process
• Answers questions and resolves accounting problems and discrepancies, including the preparation of JEs
• Analyzing financial information and other key metrics trends to understand drivers of financial results, and clearly documenting the results of analysis
• Prepare ad hoc reporting and analysis by extracting financial data from multiple data sources and assemble data for analysis,
• Supporting Investor Relations and SEC Reporting analysis for PNC’s Quarterly Earnings Release
• Assist in rate setting for pricing and performance measurement reporting
• Manage and evaluate the forecasting, budgeting and strategic planning activities for Mercer Services in coordination with the global Delivery Leads 
• Responsible for reviewing month end closing activities related to revenue and costs to be recognized for the month, along with account reconciliations
• Key Areas: Asset Management, Cost Reporting, Construction Management, Fixed Asset Accounting
• Partner with Corporate Controller’s office on inventory planning, reporting, controls
• Complete ongoing route level analysis to help identify cost improvement opportunities, contributors of cost trends and variance from standards
• Establish and maintain a “costed-BOM” approach to Service Delivery in support of catalogue pricing initiative
• Ability to successfully manage a number of standard and customized client deliverables
• Considerable knowledge of federal, state and county policies, procedures, regulations and legislation impacting the maintenance of financial records
• Strong attention to detail
• Demonstrated ability to perform accounting research and effectively communicate results of research through strong verbal and written communication skills
• Ability to learn quickly and work in a team environment
• Good working knowledge of project management, research and problem resolution techniques
• Demonstrated ability & willingness to learn quickly and to apply concepts to solve problems
• A general knowledge of governmental and not-for-profit accounting methods and related laws, rules and regulations
• Basic development skills in any programming language is strongly desired
• Proficiency in creating macros and pivot tables in Excel and importing data for reconciliation/comparison from multiple data sources

15 Financial Specialist resume templates

Read our complete resume writing guides

How to tailor your resume, how to make a resume, how to mention achievements, work experience in resume, 50+ skills to put on a resume, how and why put hobbies, top 22 fonts for your resume, 50 best resume tips, 200+ action words to use, internship resume, killer resume summary, write a resume objective, what to put on a resume, how long should a resume be, the best resume format, how to list education, cv vs. resume: the difference, include contact information, resume format pdf vs word, how to write a student resume, gti-financial specialist resume examples & samples.

• Ongoing, standard reporting and forecasting of Portfolio Financials - including review, presentation, control, feedback and ownership elements
• Managing Project / Program / Initiative hierarchies including Business Case and Work Requests
• Ensure data management processes are implemented to guarantee that accurate and consistent messages can be relayed, at all levels
• Investigate the possibility of tying financials to project milestones
• Assist in laying out volume, demand and order data to encourage more accurate forecasting
• Assist with the second phase of the Clarity implementation process
• Ad Hoc reporting and analysis as and when required

Financial Specialist, Technology Resume Examples & Samples

• Reconciles expenses to accounts and cost centers by analyzing invoice/expense reports
• Properly codes invoices with correct account and department codes
• Accurately tracks all invoice data in a central repository database
• Maintains historical records by scanning and filing documents
• Properly documents, sets-up, and tracks invoices in Expense Manager
• Accurately tracks invoice data against purchase orders
• Protects organization's value by maintaining confidential information
• Provides additional support as needed
• Minimum of a high school diploma. BS in Finance, Accounting or related degree preferred. Two (2) years of accounts payable experience preferred
• Knowledge of the following highly preferred

Financial Specialist Resume Examples & Samples

• Expertise in Microsoft Word, Excel and PowerPoint with advanced database skills
• Proficient in creating/maintaining existing Excel-based models
• Intermediate understanding of underwriting and carrier renewal methodologies, prior analyst experience required
• Three to seven years of insurance industry or comparable experience
• Understanding of and ability to effectively articulate plan cost variances and utilization anomalies
• Understanding of Willis technology (such as, Willis Med) to monitor/analyze claims information and financial impact
• Ability to maintain annual renewal reports, quarterly reports, and benefit surveys
• Supports financial aspects of benefit planning, including but not limited to, funding arrangements analysis, plan design strategies, competitive benchmarking analysis, and employee contribution modeling
• Analytic, math and problem solving skills
• Superb organizational skills
• Ability to establish priorities and multi-task
• Advanced presentation skills
• Performs professional level work that typically requires processing and interpreting, more complex,less clearly-defined issues
• Nature of work requires increasing independence; receives guidance only on unusual complex problems or issues
• Work review typically involves periodic review of output by supervisor and/or direct “customers” of the process
• Office Hours: 8:00 – 5:00 with additional time when necessary to complete job tasks

Licensed Financial Specialist Resume Examples & Samples

• FINRA Series 6 or 7, 66 (or 63 & 65), and State Life and Health licenses required
• Retail banking experience strongly preferred
• Knowledge of financial markets, and products
• Proven ability to gain client trust quickly as well as to create partnerships to achieve expected outcomes
• Strong computer skills to work with high tech desktop tools
• FINRA Series 7, 66 (or 63 & 65), and State Life and Health licenses are required
• Minimum of 2 years experience in the brokerage business, investor call center, or the insurance call center, with demonstrated success in developing customer relationships. Additionally, they will demonstrate the following knowledge, skills and abilities
• Ability to learn quickly and continuously, and to master complex financial products

Financial Specialist Team Manager Resume Examples & Samples

• FINRA Series 7, 66 (or 63 & 65), 24 (or 9 & 10), and State Life/Health licenses are required
• Minimum of 3-5 years of demonstrated experience in the brokerage industry is required
• Minimum of 1-2 years demonstrated supervisory/management experience, preferably with sales supervision of brokerage activity and/or sales/service activities is required
• Minimum of 1 year of proven success in the Retail Bank, or Bank Brokerage channel preferred
• Significant working knowledge of: compliance regulations, investment market, securities products, sales process, brokerage operations, and bank products required
• Significant knowledge of all aspects of investments and the retail branch banking businesses, work-streams, and products required
• Ability to manage, train, coach and mentor a remote sales force on all operational and sales related activities in a highly collaborative environment
• Ability to work in a fast-paced environment while managing and prioritizing workload effectively and efficiently
• Strong ability to adapt to various personalities and conversation styles as well as exceptional interpersonal communication, presentation, and verbal/ writing skills

Senior Financial Specialist Resume Examples & Samples

• Complete Third Party Benchmarking with other similar organizations
• Two to five years of experience, required
• Familiarity with health care environment and health systems a plus

Project Financial Specialist Resume Examples & Samples

• Implementing and supporting standardised approach to financial tracking and forecasting
• Developing a strong relationship with the Business and Finance Management (B&FM) group
• Assist all GTI Project Managers in the execution of the financial components of projects and programs, in a standardised and consistent manner, including
• Business Case Development at a project and program level
• Monthly project reporting at a GTI business area portfolio level
• Assist in the production of the weekly PMO performance report and analysis
• Assist in the production of the monthly PMO strategic investments report and analysis
• Actively participate in change management and seek ways to improve current reporting
• Actively promote the current reporting to the PM community
• Actively participate in on going training for the PM community
• Review cost data with project managers and management, including variance analysis, and coordinate resolution of concerns with other cost team members
• Influence and develop other key reporting metrics across the Portfolio
• Ensure consistency across the PMO in the preparation of project budgets
• Serves as technical expert for Government financial information management
• Assists in the development of logical and physical systems design
• Reviews and prepares systems documents and specifications
• Provides technical interpretation of financial policy and concepts underlying Federal accounting and reporting regulations and procedural requirements
• Prepares report, studies, and documentation, deliver presentations, and participates in meetings
• Ability to pass a sensitive security/background investigation
• 4+ years of experience including
• Experience using Agile
• Experience with FDIC

FP&A, Senior Financial Specialist Resume Examples & Samples

• Maintain relationships with operational and WW finance teams / leadership to ensure quality deliverables and proper information flow
• Identify, analyze, and monitor issues that affect profitability, growth, and productivity
• Oversee the development and maintenance of financial models / reporting that support current and long term strategic initiatives and decisions, including business case development for new initiatives
• Evaluates and reports the on-going financial impacts and effectiveness of initiatives, and overall EUE Operations
• Develop clear and informative methods of presenting financial data, Management presentation materials and other formal financial materials and communicates the results
• Facilitate the annual planning / budgeting process and ensure that the business and financial plans are in place to deliver on mid/long term targets, company objectives and initiatives / strategy
• Drive effective monthly and quarterly financial forecasting and actual results reporting process
• Lead special projects as designed and defined by the VP Finance or President
• Participate as financial representative on project teams
• Provide financial expertise/support in building business cases for strategic initiatives
• Consolidating financial information across EUE as required
• Support of the TechZone expansion initiative, including modeling and performance reporting
• Self-motivated with strong organizational and leadership skills and strict attention to detail
• Ability to set clear goals, manage issues and escalate when necessary to achieve results
• Standardized and automate per event cost re-class process that allows for more significant focus on actionable and timely analytics that drives both top and bottom line growth
• Assist in KPI definition & performance measurement
• Model cost elements of event and program delivery models, propose and help drive cost optimization (including inventory carrying costs) within operating metric parameters (SLA's)
• Develop Operations financial measurements, report performance
• Develop, maintain and communicate financial models / reporting that support current and long term strategic initiatives and decisions, including business case development for new initiatives
• Strong Excel and PowerPoint skills including experience with Microsoft Visual Basic (macros), Access database experience a plus
• Ability to work in a dynamic environment and under tight deadlines
• Ability to effectively communicate with Sr. Management, Sales, Delivery, and Sales Support personnel on bid opportunities
• Strong interest in continuing professional development
• Model product / logistics cost elements of event and program delivery models, propose and help drive cost optimization (including inventory carrying costs) within operating metric parameters (SLA's)
• Support Techzone to drive efficient and effective management of inventory, controls, carrying costs & logistics
• Develop Supply Chain & Logistics financial measurements, report performance
• Assist with planning: inventory, sourcing, aging, stock balancing, DC site /space rationalization, FSL site / space rationalization, FSL parts balancing (Baxter)
• Prepare reports on suppliers, operations, inventory, logistics, and purchasing key metrics. Measure those metrics against goals and seek ways to improve performance and reduce costs
• Assist with development and maintenance of the parts planning and forecasting tools in support of the development of a reliable, standardized, and consistent parts delivery system
• Develop, maintain and communicate financial models / reporting that support current and long term strategic initiatives and decisions, including business case development for new initiatives (i.e., “Kitting”, BlueAsh, repair center optimization, etc)
• Partner with Corporate Controller’s office on inventory planning, reporting, controls
• Responsible for keeping inventory financial management tools up to date and ensure all processes are being followed to ensure all inventory and financial systems are in compliance
• Assist the structuring team in the development and design of ABS programs including; Review, interpret, and validate sections of the offering and legal documents. Assist in asset pool selection, analytics, and modeling cash flows. Coordinate due diligence effort with external accountants. Respond to requests and communicate with treasury, tax, legal, risk management, investment bankers, and outside legal counsel
• Maintain and/or develop specialized accounting and servicing support for ABS transactions under US/Canadian/International accounting standards and related regulations including; Asset selection and removal based on established criteria. Assist with maintenance of ABS systems and database records. Monitor pool performance for compliance with investor triggers and regulations. Prepare monthly servicing reports, journal entries and supporting documentation. Prepare monthly and annual SEC filings for public ABS transactions. Coordinate annual servicing audits performed by external accountants. Develop and maintain control procedures for ABS transactions under SEC Regulations
• Prepare wire requests and reconciliations for daily collections related to public ABS transactions and the Like Kind Exchange program
• Support the company’s hedge accounting programs including; Provide analytics and accounting support in the development of hedging strategies. Provide data input and maintain model used by treasury in interest rate risk management. Prepare hedge accounting documentation, perform effectiveness testing and analysis. Prepare accounting entries and reporting under US/Canadian/International accounting standards
• Develop understanding of Treasury activities
• Analyze various general ledger accounts / supporting schedules and reconcile as necessary
• Prepare supporting schedules for the company’s financial statements and footnotes
• Continuously develop knowledge base to keep current on existing and emerging issues in both accounting and banking to assist in meeting accounting and regulatory requirements
• Develop recommendations and action plans to improve processes and controls to eliminate or mitigate risks related to the company’s financing and hedging programs
• Undertake special assignments including the resolution of problems and assistance in the development of new processes and support systems
• 3-5 years professional accounting & financial analysis experience
• Assist the structuring team in the development and design of ABS programs including
• Bachelor’s degree in accounting, finance, or business
• Master’s degree in accounting, finance, or business
• Treasury and/or banking experience
• Demonstrated experience with payables and receivables
• Comprehensive knowledge of Microsoft Word and Excel
• Prior general ledger experience
• Assists Director of Clinical Operations with financial reporting and analysis. Compiles data, prepares cost, budget and account analysis. Assists with financial projects. Prepares lead schedules for manager's review
• Associate degree with course work in accounting and a minimum of 3 years bookkeeping or related accounting experience or the equivalent combination of education and experience where similar knowledge, skills, and abilities may be acquired
• Solid computer skills, particularly in Windows, Excel, and Word
• Clinical trial financial experience
• Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point
• Knowledge of and the ability to identify and engage potential opportunities in the market. Build relationships and create opportunities. Plan, strategize and target the right industries. Create value propositions with impact
• Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations
• Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines
• Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty
• Knowledge of and the ability to conduct daily and strategic activities in an organization's sales function
• Knowledge of and the ability to sell an organization's products and services
• Knowledge of various types of customers and ability to analyze customer activities, profiles and information
• Ability to utilize tools and techniques for understanding the needs of customers; markets to clients a full suite of bank products. Promotes financial ideas and solutions from new or existing relationships resulting in increased revenue generation
• Previous experience demonstrating skills in financial management, budgeting, computer modeling and cost accounting is required
• Assist in budget preparation and analyzing budgets
• Financial analysis and financial forecasting
• Experience in multiple department consolidations with intercompany activity
• Ability to work in a fast-paced environment with on-going deadlines is desired
• Previous healthcare industry, hospital system, or integrated healthcare organization experience is desired
• Extensive knowledge of general accounting, financial management, budgeting, computer modeling, and cost accounting is required
• Knowledge of GAAP required
• Knowledge of healthcare finance is preferred
• Must be proficient in spreadsheet and graphics software, specifically Excel
• Must possess personal computer and software knowledge to include Excel, Word, PowerPoint, Visio & Outlook
• Knowledge of Crystal and Lawson is preferred
• Must have strong analytical and problem solving skills
• Ability to read and understand financial reports and budgets
• Ability to conceptualize and translate the description of a business into numbers
• Ability to organize an approach to preparing a financial feasibility
• Conducting examinations that require an integrated analysis or intricate and complex accounting systems, business activities, and financing over a broad range of transportation industries as they impact management and transportation security programs. Developing and applying unique or extensive probing and analysis techniques and methods. Providing internal management control; performing policy development; and providing facility management
• Serving as Undeliverable Orders (UDO) Coordinator for OIT, working with Contract Officer Representatives (CORs) and the Office of Financial Management to reopen accurate UDO status, and following up with the COR to ensure timely and proper contract closeout actions. Serving as the Program Spend Plan Maintenance Coordinator, ensuring that the supported plans are properly populated and provided to OIT divisions, and ensuring the proper execution to division spend plans
• Serving as Liaison between OIT and the Chief Financial Officer (CFO), ensuring that all budgets tasking from the CFO are completed in a timely basis. Serving as SME to the Deputy AA, BMO Director, General Managers, and eight Divisional Directors on all financial management matters
• Coordinating with organizational Program CORs to determine the proper UDO status and following up with CORs to ensure UDOs associated with expired contracts are properly closed out
• Master's Degree in business or related field with 10 years experience or a Bachelor's degree in business or related field with 20 years experience. Equivalent experience could potentially be substituted in lieu of degree subject to client approval
• US Citizenship required. Candidate must be able to pass a Special Agent Check (SAC) prior to hire date. In addition, candidate must be able to successfully obtain and maintain a DoD security clearance
• Prior System Program Office (SPO) experience
• Maintain financial records of revenue and expenses for the department
• Track all department data entered into Ellucian Banner Finance
• Collect documentation for all financial transactions or contracts of department
• Monitor and maintain several organizational accounts for the department
• Ensure accuracy of organizational accounts and classification of account numbers for all purchases and transactions, making routine adjustments and processing journal vouchers as needed
• Serve as point of contact and fiscal support for department
• Communicate frequently both with external customers/vendors and also internal customers for reconciliation, reviewing and processing invoices before final approver
• Ensure business memorandums of understanding and contracts are up to date
• Monitor encumbrances and coordinate with Purchasing to close any outdated encumbrances
• Prepare financial reports and summaries, forecasting through the fiscal year to ensure budget goals are met and on target, making adjustments as needed
• Estimate revenue and expenses of department, forecasting budget using historical data/reports/inputs for budget analysis
• Prepare weekly budget report for Administrative Director
• Meet monthly and as needed with University Life Budget Office
• Run monthly report of interdepartmental charges and prepare invoices to be sent to other Mason departments for services rendered at all clinics
• Maintain weekly patient statements sent out through Medicat electronic health record software, ensuring notifications are promptly sent out for any aging balances, and delinquent accounts are sent to Accounts Payable for financial holds
• Monitor electronic funds transfer account
• Reconcile daily deposits and provide monthly audit of deposit reports completed by the front office
• Serve as department liaison for Banner, equipment and Human Resources
• Monitor generic billing e-mail/Virtual Merchant (VM) transactions and serve as backup as a front desk receptionist
• Ensure VM online settlement reports, completed by the front office, are accurate; and
• Accounting/finance experience
• Accounting or finance degree, or an equivalent combination of education and experience
• Knowledge of financial reconciliation, budget preparation and accounts payable
• Medical billing experience
• Prior employment at a university
• Ability to multitask and prioritize work tasks; and
• Experience examining, reporting, AND tracking financial and programmatic information in order to resolve discrepancies
• Experience operating and utilizing automated accounting and/or financial management systems (e.g., DELPHI accounting system, Oracle Federal financials, etc.) working with charts of accounts to prepare and/or analyze financial reports or similar work in accordance with generally accepted accounting principles to solve problems
• Experience INDEPENDENTLY planning and conducting financial management reviews or analysis to monitor and evaluate accounting and financial management problems or issues to ensure compliance with Federal laws, regulations, guidelines and/or policies
• Responsible for processing payroll for Therm-O-Disc’s domestic sites
• Assist in the preparation of the company’s income tax and asset work papers
• Process information for the Therm-O-Disc Profit Sharing Retirement Plan and assists in finalizing yearly payout
• Reports and prepares for payment all child support, tax levies, garnishments, court related mandatory deductions, voluntary deductions such as YMCA, ERGF, United Way, and Protective Life
• Enter required data and payment processing for Commercial Activity Tax, Washington Excise Tax, and Philadelphia Excise Tax
• Completes various reports for Plant Accounting and Business Unit (i.e., Payroll Tax Expense, Headcount Labor Reports, Shift & Tool Allowance, Hours Worked & Cost of Quality, budgeting etc.) as well as other periodic requests from various administrators. (i.e. profit sharing, governmental reporting, accruals, professional tax fees, lease schedules etc.)
• Assist with banking profiles and the generation of wire and ACH payments to foreign vendors, taxing authorities and other required payees. Assist with daily cash posting and bank reconciliation
• Create and post various general ledger journal entries and reconciles various balance sheet accounts
• Assist with month end, quarter end, and year end closing processes
• Processes for deposit all incoming Account Receivable checks
• Administer the petty cash (replenishing, distribution, and bank reconciliation)
• Knowledge of and ability to apply principles, concepts and theories of governmental accounting and auditing practices
• Analytical skills to recognize critical elements of problems, develop and evaluate data, determine solutions and make logical and prompt recommendations
• Excellent interpersonal and communication skills required to work effectively with administrators, staff and representatives of other public and private organizations
• Self Starter. Ability to work independently or in a group setting
• A Master's degree from an accredited** college or university in Accounting, Finance, Public Administration or Business Administration
• Current Resume (with relevant experience listed)
• Minimum of three (3) professional references including contact email address and phone number
• Letter of Interest, (no more than one (1) page), indicating how you meet the qualifications and why you believe you are the ideal candidate for this position
• Bachelor's degree in Accounting or Business Management, with a minimum of 18 quarter/12 semester hours of accounting coursework from an accredited institution whose accreditation is recognized by the U.S. Department of Education or the Council for Higher Education Accreditation (CHEA) or a foreign equivalent
• Advanced level experience in AFRS, AFRS transaction codes, Toolbox, Travel and Expense Management System (TEMS), Treasury Management System (TM$), and Enterprise Reporting Systems
• Two (2) years of experience supervising staff performing professional accounting duties
• Professional experience in general ledger accounting, and providing consultation and advice in a governmental accounting environment
• Intermediate skill level in Microsoft Excel and Word

Academic Financial Specialist Resume Examples & Samples

• Obtaining proper documentation for backup and processing purchases and reimbursements using the appropriate method (RX, LVPO, PO, PV, P-Card, Sunrise)
• Work with vendors and independent contractors (including visiting faculty and students) to obtain proper documentation for reimbursements
• Monitor and resolve outstanding encumbrances on ASU accounts using Advantage Web Reports
• Monitor purchases utilizing multiple accounts and allocate expenses as needed
• Interpret ASU policy and CIDSE policy and disseminate information
• Approve purchasing and reimbursement documents in Advantage
• Gather, review, enter travel requests and claim reports for the unit. Provide information to faculty, staff, students in preparation of travel requests and claim reports
• Utilize travel dashboard to monitor status of claims and follow up with traveler as needed
• Interpret ASU Travel Policy and disseminate information as appropriate
• Take appropriate action to ensure expenditures conform to project funding changes,
• Participate in internal and external audits by responding to requests for presentation of supporting files, documents and other associated media from external and/or internal audit staff
• Remain current regarding all newly created, changed and/or updated policies, practices, methods, Performs routine accounting, and other financial or related functions,
• Create routine and special reports using on-line tools such as Dashboards and My Reports, spreadsheets, databases, PowerPoint and other software, as appropriate based on targeted audience and purpose
• Assist with or performs monthly (at a minimum) payroll reconciliations in order to ensure compliance with University policy and procedure and audit requirements. This includes confirming accuracy of job data in online payroll system, appropriate record-keeping, and taking appropriate action in a timely manner to correct payroll or accounting errors; may work collaboratively with the academic human resource specialist
• Assist in implementation of procedures for daily operations of assigned functions according to established policies; prepares and updates desk manuals
• Maintain and controls department records (hard copy and electronic), files and inventory functions to ensure compliance with all requirements and policies
• Event Planning to include setting up catering, parking, locating venues, working within budget parameters
• Experience working in Higher Education
• Experience working in the accounting and/or budgeting area
• Demonstrated knowledge of PC based software for spreadsheet, database, word processing
• Demonstrated knowledge of basic problem solving
• Experience in coordinating activities and establishing priorities
• Experience working effectively in an environment of quickly changing priorities
• Experience preparing reports with complex details
• Evidence of effective written and verbal communication skills

Aro-financial Specialist Resume Examples & Samples

• Schedules Oversees and budgets to ensure goal attainment
• Support product line for budget and expense control and analysis
• Platform budget expense and budget analysis and control
• Negotiate clinical research budget terms with funding agencies on behalf of the University and the study’s Principal Investigator per PHEM SOPs. Meet with disease teams handling the trial to determine and document the standard of care and the research related procedures. Amend study budgets as required including re-negotiation following amendments. Conduct Medicare coverage analyses (MCAs) for such studies through the review of protocols, informed consent forms, contracts, Notices of Grant Awards, FDA letters, and Medicare provisions. Provide information to PIs and other staff to help determine the effectiveness of taking on a particular study. Work with Academic Administrator to route agreements for legal review
• Conduct timely analysis and auditing of vendor submitted invoicing within the IU financial database(s) to limit liability. Collaborate with vendor(s)/ hospital partners to correct billing errors either by hold or cancellation of submitted invoices in a timely, fiscally compliant manner to negate risk of fraud. Notify Accounts Payable in Bloomington of any discrepancies in vendor billing resulting in cancellation
• Maintain information regarding financial data of clinical trials, in appropriate databases including OnCore. Conduct all invoicing, disbursement vouchers and purchase orders for assigned studies
• Assist research teams with any patient billing complaints with the appropriate vendor (IU Health) and ensure compliance via properly created and maintained grant charge forms in OnCore
• Complete monthly internal billing reports to ensuring that income that is made from the trials is properly applied to the correct account

Financial Specialist Senior Resume Examples & Samples

• Minimum of a High School diploma (or equivalent) with 16 years of functional area experience; (or) Associates degree with 13 years of functional area experience; (or) Bachelor’s degree with 10 years of functional area experience; (or) Master’s degree with 8 years of functional area experience
• Working knowledge of desktop applications including Microsoft (MS) Office Suite (MS Word, MS Excel, MS PowerPoint)
• Prior Commercial Derivative Aircraft (CDA) experience
• Prior government funding programs (e.g. Comprehensive Cost and Requirement System (CCaRS), Commanders Resource Integration System (CRIS), Wide Area Work Flow (WAWF) and Automated Business Services System (ABSS), etc.)

Financial Specialist / Wpafb Resume Examples & Samples

• Minimum of a High School diploma (or equivalent) with 16 years of functional area experience; (or) Associates degree with 13 years of functional area experience; (or) Bachelor's degree with 10 years of functional area experience; (or) Master's degree with 8 years of functional area experience
• Defense Finance and Accounting Service (DFAS) experience
• Performs specialized financial, accounting or planning activities, investigations, coordination and analysis
• Direct and/or assists in the preparation of special studies, reports, analyses and makes recommendation in areas such as reconciliation, budgets and forecasts, for management use
• Coordinates with corporate/divisional management to review and resolve financial matters
• Represents financial management in meetings with other state organizations to resolve mutual problems and implement new procedures and controls
• Produces weekly, monthly and quarterly reports and analysis
• Assists in preparation and data input as requested
• Maintains and assists in designing financial reports related to payments, fees, and commissions for COHBE
• Provides trend reporting and other analysis
• Performs additional business operations duties as required
• Coordinates changes to existing reports or requirements for new reports across departments
• Provides analytical expertise to a diverse group, including partners, managers and subject matter experts
• Follows all pertinent policies and procedures
• Functions positively in a technological and team-based environment
• Makes suggestions for improvements throughout the business process
• Follows all guidelines in compliance with security and privacy standards, inclusive of but not limited to FTI, PHI, and HIPAA standards
• Maintains production standards
• BA/BS in Finance, Accounting, or Business or equivalent experience required
• Minimum of two years broad financial experience
• Experience with Cognos is preferred
• Ability to work closely with management to ensure the most accurate financial reporting
• Capable of working independently and resolving practical problems
• Excellent interpersonal skills and ability to work in a team-oriented environment
• Working knowledge of Microsoft Office programs, specifically excel to include macro’s, pivot tables, IF statements and nested IF statements
• Familiarity with reporting solutions
• Experience with complex data analysis in support of operations environments
• Must have ability to pass background check
• Finance & Accounting
• Prepare, review, verify, and process accounting transactions utilizing the internal accounting system (New World) and the statewide accounting system (AFIS). Accounting transactions include, but are not limited to, purchase requisitions, claims, vouchers, journal entries, revenue/expense transfers, revenue deposits, and program disbursements
• Prepare deposits and cash receipts logs for checks received through mail
• Prepare various monthly billing and conduct revenue collections and posting
• Reconciliation of bank statements: US Bank Purchase Cards
• Monitor for compliance with established policies, procedures, and rules. Responsible for maintaining finance policy and procedures current through regularly scheduled reviews
• Monitor for capital expenditures, conduct asset inventories and reconcile to fixed asset schedules as requested. Responsible for asset inventory of the Finance Office - recording and tracking capital assets and maintaining the required reports
• Perform monthly cost pool clearing allocations reconciling to general ledger and prepare journal entry transfers between funds
• Provide administrative and technical support to Administrative Services Director/CFO and Finance management and budget staff. Regularly communicate with AOC personnel, responding to inquiries and resolving problem areas promptly
• Responsible for audit-proof organization and management of files and documents, such as, journals, bank statements, invoices, purchase requisitions, vouchers, travel reimbursement receipts, contracts and agreements
• Demonstrate continuous effort to improve operations, streamline work processes, and work cooperatively and jointly to provide quality seamless customer service. Communicate with Court departments to determine changing needs and problems
• Experience in university payroll and contracts including Payroll Transaction Request (PTR) and PeopleSoft
• Experience in MS Excel and Word
• Demonstrated knowledge in Kenexa BrassRing
• Experience developing reports to assist in analyzing financial data to determine inconsistencies, draw conclusions, and determine trends
• Experience providing financial advice and guidance to senior level team members and managers; and
• Experience developing policies, standard operating procedures, and guidelines affecting the organization's financial systems
• Experience preparing written documentation; presenting the results of financial analysis, and special studies to management for use in the decision making process
• Experience assisting in the design and development of financial system examination through the analysis of financial system practices and procedures and
• Experience analyzing operations, financial systems, periodic and special reports and system edits to develop information on trends, anomalies, problems, and developing solutions

Senior Financial Specialist, Europe Resume Examples & Samples

• Create processes for new leasing programs created in partnership with the Regional Finance Managers, internal channel partners, and external lending partners
• Manage the Flex Financial program portfolio across Europe, making sure that the options available are suitable to each geography and that relevant business needs are acknowledged and incorporated into processes
• Represent Flex Financial at Stryker’s Regional Headquarters in Amsterdam, Netherlands and support senior leadership based there
• Support the Regional Finance Managers in their efforts to train product sales reps across the organization to understand financing, its value, and their options and to be able to better communicate its value to providers
• Create content that the Regional Finance Managers can use for presentations to keep the Flex Financial message and branding consistent
• Broadcast wins to European leadership and the sales rep to increase awareness and engagement
• Drive the development of tools for the sales force to use to create finance quotations
• Manage project for Stryker Flex Financial that span business units by identifying stakeholders, managing risks, creating the project plan, and meeting time, budget, and scope constraints
• Build accurate and compelling ROI modeling to support strategic initiatives
• 1 to 3 years asset finance, project management, healthcare environment preferred
• Other Skills
• Fluency in French and/or German preferred
• Ability to be persuasive in the absence of organizational authority
• Excellent verbal and written interpersonal communications skills
• Must be able to review printed and handwritten materials
• Ability to prioritize work and keep accurate, detailed, and confidential records
• Must be able to understand and work within complex interdivisional procedures and policies
• Self-managing, high-performance, customer-focused team environment
• Responsible for contributing to achievement of Stryker business objectives
• The employee is expected to adhere to all company policies and to act as a role model in the adherence to policies
• Travel as required
• Position to be based in Amsterdam
• Provide financial planning, reporting and analytics support to business partners to help achieve financial and operational objectives while ensuring that the vision aligns with the firm’s overall objectives 
• Define a process to ensure transparency of reporting to LOBs/ Countries
• Proactively suggest and implement changes to streamline processes and improve effectiveness of support that Finance provides to Delivery Leads and Country / LOBs 
• Prepare expense and headcount analysis as well as performing ad hoc analysis as requested 
• Monitor budget variances, analyze trends, to spotlight changes in the forecast and related expense implications 
• Work with peers across the globe and will have exposure to senior business and Finance leaders 
• Ensure that all policies and procedures are met to the highest standard and that high-quality processes and controls exist throughout the operation
• 5-7 years’ experience in an accounting or financial analysis role
• Exceptional skills in financial modeling to execute the forecast, financial planning and reporting processes
• The candidate must have a drive to automate and systemize processes as the role will require transition from manual to systemic processes working within Mercer’s financial infrastructure
• Proficiency in cost accounting and associated metrics reporting
• Results-focused, analytical approach with a strong customer / client service ethos
• Self-motivator with the ability to function in a fast pace environment
• Knowledge with financial systems (Oracle, Hyperion, Essbase) a plus

Financial Specialist Int. / Senior Resume Examples & Samples

• Manage the ACD CTSU clinical trials financial portfolio. Duties will include portfolio forecasting for each research cluster, monthly and annual reporting, reviewing for compliance issues, budgetary constraints, and discrepancies. Advise on portfolio finances providing alternatives and realistic solutions while maintaining efficiency
• Bachelor’s degree with 3 to 5 years of experience in finance or management
• Previous experience working in pre- and post-award clinical trials

Project Controls Financial Specialist Resume Examples & Samples

• Assists Project Manager in set-up, tracking and managing project schedules, financials and reporting
• Tracks tasks for budget and schedule adherence, drafts amendments, prepares invoices, and tracks cash collections
• Adds value to projects
• Communicates with AECOM project team members
• Produces high quality deliverables and adherence to AECOM policies
• Coordinates with coworkers and other engineering disciplines
• Depending on the project and the PM, acts as point of client contact, communicating directly with client project manager and client accounting staff
• 5+ years of experience working with MassDOT or other state agencies
• State agency and financial background
• Ability to work with engineers and architects as well as state public officials and accounting personnel
• Highly organized person, able to multi task and assist Project Managers with project set-up, scheduling, progress reports, financial tracking, and reporting/ invoicing to state agencies
• Ideally, recent experience with a consulting Architectural, Engineering or Construction firm
• Serve as the administrative point of contact for library project grants, including general, designated, gift, auxiliary, and equipment funds
• Troubleshoot and resolve issues with transactions, identify and correct errors, answer questions, and provide information and assistance to project grant directors in analyzing project status
• Initiate and follow through on all transactional activity with the Share Service Center (SSC), including accounts payable, accounts receivable, statement of activities/gross pay register reconciliation, travel and expense, and journal entries
• Prepare monthly, quarterly, annual, and ad hoc reports to assist in budgetary oversight and financial analysis of funds for divisional activity
• Prepare service unit billings to process expense charges to university departments
• Initiate purchases of supplies and equipment using a variety of methods including purchase requisitions, purchase orders, and payment requests
• Assist with requests for quotations/proposals for purchases going through the bid process or sole source justification when required
• Work with faculty, staff, and vendors to troubleshoot and resolve purchasing issues and follow purchasing requests through to completion
• Assist with chartfield maintenance including opening/closing new project grants, shortcodes, maintaining library’s list of funding sources
• Performs outreach services to library constituents in order to provide review, analysis, and forecasts related to financial activity across specific divisions of the library
• Provide assistance in support and administration of library’s sponsored program activity, and perform other financial tasks and assume other responsibilities as requested
• Bachelor’s degree and one year of related financial/budgeting experience or an equivalent amount of experience and education
• Knows and applies fundamental financial concepts, practices and procedures to business needs
• Ability to generate accurate financial reports within established timelines
• Ability to provide quality customer service to internal and external customers
• Demonstrated ability to collaborate and communicate effectively
• Demonstrated ability to analytically problem-solve and use data analysis in reporting
• Understands and values diversity and the importance of inclusion. Commitment to apply and incorporate the differences, complexities, and opportunities that diversity brings to an organization
• Knowledge of administrative data systems, information and computing resources
• Knowledge of financial data warehouses and competence creating queries
• Knowledge of travel and expense reporting and reconciliation
• Providing budget analysis, cost analysis, cost scheduling, and cost estimating of activities in order to monitor airport funding and ensuring budget requirements are met
• Providing financial management expertise and technical advice and guidance to FSD management and the Administrative Officer
• Reviewing cost performance reports and cost estimates prepared by TSA Headquarters and analyzing and evaluating reports to track and validate airport funding

Financial Specialist Intermediate Resume Examples & Samples

• Monitor financial transactions, primarily on general funds, gift funds and designated funds, on a monthly schedule
• Investigate and correct errors in accordance with School, University and Government guidelines
• Follow up on outstanding issues and respond to questions as needed
• Prepare financial reports and distribute to Principal Investigators
• Produce management reports for leadership, ie.gift fund projections, financial aid commitments, etc as needed
• Act as liaison with Financial Operations to resolve issues
• Participate in regularly scheduled meetings and assist project directors with financial planning on their accounts
• Determine and establish new chartfield combinations as needed. Make recommendations to improve the School ledger as appropriate
• Prepare and process financial documents such as cash deposits
• Coordinate with the SOE Human Resources office for appointment changes as needed
• Review and approve Concur expense reports, non-PO vouchers and student & non-UM employee travel expense reports for accuracy and compliance
• Procure goods and services required for School operations from various sources such as University Marketsite and prime vendors using MPathways procurement system
• Interact and work closely with University Procurement offices on service agreement projects and other situations when appropriate
• Identify, address and resolve accounting problems in collaboration with the Director of Financial Planning and Management, as well as the Shared Services Center
• Back up other members of the Financial Planning and Management team as needed

Brokerage Financial Specialist Resume Examples & Samples

• Assist clients in rectifying issues with missing documentation
• Retrieve and update information on internal platforms
• Monitor account activity
• Research and resolve reconciliation discrepancies
• At least 1 year of experience in the financial services industry
• Proficiency with Microsoft Word and Microsoft Excel
• Understanding of banking and brokerage firm operations
• Experience leading budget development and execution strategies; AND
• Applying financial management techniques and practices to prepare annual spend plans and create out-year budget projections; AND
• Experience analyzing financial data from multiple sources to formulate financial and budgetary recommendations
• 5-7 years in an accounting or financial analysis role
• Understanding of database systems
• Drive to automate and systemize processes as the role will require transition from manual to systemic processes working within Mercer’s financial infrastructure

Financial Specialist, GS Resume Examples & Samples

• Travel card required
• Experience utilizing automated financial systems and software to monitor, track, analyze, and report financial and project data
• Experience applying principles, concepts, and practices related to financial programs
• Experience with computer software, such as Word, Excel, or other similar computer systems
• 30%Budget support and analysis
• Experience with University of Michigan’s M-Pathways Financials Systems
• Knowledge of University policies and procedures, including those regarding human resources, financial management, internal controls, procurement, and student services
• Ability to effectively manage assigned personnel
• Position Criteria
• Ability to handle multiple tasks at once
• Ability to interpret financial data, write reports, and effectively present financial data and analysis
• Excellent interpersonal skills and evidence of working collaboratively and diplomatically to foster strong teamwork
• Ability to demonstrate excellent problem solving skills and be a self-starter
• Ability to demonstrate excellent verbal and written communication skills
• Ability to demonstrate strong customer service skills
• Demonstrate strong Microsoft Office skills
• U-M EEO/AA Statement

Pathways Recent Grad Financial Specialist Resume Examples & Samples

• 40% of travel is required
• Experience examining, analyzing, and interpreting financial and accounting data; OR
• Experience analyzing and evaluating changes in program plans and funding and their effect on financial and budget program milestones; OR
• Experience analyzing financial and budgetary relationships to develop recommendations for financial and budgetary actions

Financial Specialist Intermediate / Associate Resume Examples & Samples

• Responsible for the development, management, and day-to-day operations of the CTRAC. Support the CTO supervisory staff and CTRAC. Answer investigator, committee member, and staff questions appropriately. Act as a conduit between the staff, supervisors, investigators and the CTRAC. Prepare and review budgets and meeting agendas; ensure minimum standard requirements are met. Report funding outcomes to committee and study Principal Investigators
• Bachelor's degree or equivalent years of relevant work experience in the area of clinical trials, grants, or finance
• 2 or more years of progressively responsible experience in budget development and/or account reconciliation; alternatively 2 or more years of progressively responsible experience in clinical trials data management or study coordination
• 3 or more years of progressively responsible experience in clinical trials budgets and account reconciliation
• 2 or more years of experience in department or committee administration
• Serves as point of contact for internal and/or external client and provides high quality service
• Owns supplier relationships
• Owns/executes processes through appropriate system application
• Educates clients/associates on policies, procedures and plans
• Develops and maintains processes and policies, and work flow documentation
• Troubleshoots client/associate issues and works toward resolution and understands when to escalate issues
• Researches information and performs reporting where appropriate
• Encompasses a good understanding of domain area
• Performs other responsibilities as needed
• Works in accordance with corporate and organizational security policies and procedures. Understands personal role in safeguarding corporate and client assets
• Takes appropriate action to prevent and report any compromises of security within scope of role
• Proficiency with Microsoft Office, particularly Microsoft Excel
• PeopleSoft knowledge preferred
• Experience in accounting/finance support necessity or business background
• Ensuring that appropriate and adequate internal controls are in place in accordance with corporate procedures. To include liaising with internal and external audit teams
• Responsible for performing accounting activities for IQV from and in line with US GAAP rules and according to MSD internal reporting design from end to end perspective
• Review of accounting discards and accurate reporting within MSD’s internal reporting design for all regions
• Responsible for alignment of discard’s P&L accounts with local repository on market and divisional level
• Responsible for alignment of IQV balance account with local repository TC12 reserves per entity
• Acting as a first point of contact for external and internal auditors in relation with Discard and IQV
• Responsible for maintaining discards and IQV database for all regions
• Support roll out of harmonization processes and activities in line with MSD’s policies and procedures
• Participate in regional Governance meeting and provide pro-active feedback to stakeholders
• Perform ad-hoc consolidation analysis to support business decisions
• Responsible to identify and follow up on process improvement from an End to End scenario
• Maintain and report performance metrics
• Maintaining and reconciling inventory account balances related to COSI processes between the general ledger and SAP/WFRS to ensure aligned for all regions. Requires process and tool development
• Responsible for optimizing IQV reporting and analysis of related data
• Provide accurate and timely financial month-end results to business partners and customers
• Responsible to provide COSI analysts estimated discard and IQV numbers on a monthly basis
• Responsible to provide end to end activities for a number of HH branches
• Previous practical experience of preparing accounts in accordance with US GAAP
• Good SAP and Microsoft Office (Excel) knowledge
• LR/GR knowledge is a plus
• Able to explain complex financial concepts to non-financial stakeholders
• Have the ability to robustly challenge decisions with reasoned financial justification
• University or Bachelor’s degree in Business Economics, Finance or Accountancy
• 3-5 years of relevant experience in finance
• Initiative and adaptive Open to change
• Customer-orientated
• Flexible in work hours and willingness to work in shifts
• Intercultural experience
• Directs the preparation of financial reports, yearly budgets and quarterly forecasts
• Demonstrates strong managerial skills and strong knowledge in the areas of budgeting, forecasting financial reporting, and premium accounting
• Manages unit P&L, and exercises expense control in compliance with corporate guidelines
• Interfaces with all levels internally
• Delivers efficient and effective business processes for quality service to clients
• Monitors return on investment and profitability
• Interfaces with and advises business heads and department managers regarding financial matters
• Collaborates in the development of the business’ strategies and objectives along with the Financial Leader
• Works closely with management to foster effective working relationships and ensure alignment with business/firm objectives
• Partners to ensures compliance with corporate policies, procedures, tax regulations, local GAAP, and US GAAP regarding financial matters
• College Degree in Accounting or Finance required, CPA preferred
• 5 to 9 years relevant industry experience, including leading multiple functions in a complex operations unit
• Proven management experience required
• Ability to drive results by making decisions in a proactive, timely way and establishing priorities with clear goals and responsibilities to achieve results
• Ability to independently formulate solutions
• Ability to lead change by effectively building commitment and winning support for initiatives
• Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development
• Strong interpersonal skills with the demonstrated ability to gain the confidence, respect and trust of senior executives, clients and staff
• Demonstrated ability to lead others and follow-through on projects to completion
• Demonstrated ability to function effectively as a team-oriented leader, able to work independently but also lead cross-functionally
• Proven ability to exercise sound judgment and strong problem solving skills
• Effective written and verbal communication skills, including the ability to communicate internally as well as externally with remote locations, external partners, clients, and vendors
• Proven project and time management skills must be resourceful in developing alternative solutions and meeting deadlines in a real time, fast paced environment
• Must demonstrate strong active listening and follow-up skills, planning, prioritizing, organization, analytical and customer/employee relations skills in the performance of all essential job functions
• Strong computer skills and the ability to navigate through multiple systems without assistance, proficient in Microsoft Office
• Ability to lead by example: personal service orientation, attendance, and availability in the department are critical
• Core competencies include
• CPA or MBA is preferred
• Experience with technical accounting research and SEC Reporting disclosures, preferred
• Working knowledge / understanding of Generally Accepted Accounting Principles, accounting systems, financial reporting and financial analysis
• Understanding of Internal Controls
• Must possess effective teaming skills
• Strong technology skills including Microsoft Office (particularly Excel, Word and PowerPoint); Experience with Hyperion Essbase would be beneficial
• Perform expensive revenue & margin metrics
• Budgeting & forecasting
• Assist with reconciliation
• Assist with month end closing procedures as needed
• Other tasks as required and directed by finance management
• 1 – 3 years Accounting/Finance experience desired, however college grads are welcome
• Bachelors Degree in Accounting/Finance from an accredited university
• Strong analytical, written, and oral communication skills needed to effectively interact with Executive management, Department heads, Internal Auditors, and outside CPAs
• Effective interpersonal skills required to work productively within a dynamic team environment
• Proactive, highly organized, and energetic
• Flexible with a proven ability to adapt to changing work demands
• Strong Excel skills a plus, must have a strong desire to work/learn in excel
• This position will require successful completion of a background check

Consumer Financial Specialist Resume Examples & Samples

• Organizes the relationship between the finance vendor, central office, and stores
• Collaborates with the Commercial team to determine specific finance offers to coincide with promotional events
• Liaises with finance vendor concerning daily operations
• Leads training initiatives that support the finance program and ensures that there are clear processes and tools in all channels for co-workers and visitors
• Associate's Degree
• Experience of business processes and working methods within IKEA retailing
• Self-reliant with a proven ability to work as part of a team as well as independently
• Skilled in verbal and written communication
• Experience executing on strategic business plans and ability to follow-up to ensure that deliverables are met within the defined time period
• Ability to solve problems or find new ways of working by identifying solution sources and/or ideas
• Ability to interpret, write, update, and execute SQL queries
• Maintains and assists in designing financial reports related to payments, fees, and commissions

EE Financial Specialist Resume Examples & Samples

• Responsible to maintain and create product cost according US GAAP rules
• Monitor inventory level and generate appropiate actions to avoid inventory risks and discards with stakeholders
• Responsible for reporting accurate data to Global Repository database in line with MSD’s due date
• Review and ensure accurate data is reported per branch in monthly product cost, sales and inventory consolidation close
• Analyze and resolve intransit inventory in a timely manner following up to determine driver of inventory remaining intransit and partnering with parties to resolve
• Analyze consoldiated costs and intercompany profit differences
• Continue to meet the S404 requirements, updating documentation and performing/enhancing existing controls
• Participate in special and ad hoc projects to support mangement analysis and provide ad-hoc quality support to business partners
• Participate in objective setting, mid-year review, end-year review and feedback discussions with manager to foster open honest communication
• Education on financial Bachelor or Bachelor of Art/Science degree or equivalent with at least 1-3 year’s experience in an analytical role
• Minimum 1-3 years of relevant experience in finance
• Experience with analysis of production within a financial system like SAP or other
• Knowledge and experience with Lean Six Sigma
• Goal-orientated
• Capable of making decisions
• Initiative and adaptive
• Open to change
• Ability to work under pressure and meets deadlines
• Able to mentor effectively
• Organised with good analytical skills
• Flexible in work hours
• Ability, willingness and flexibility to travel occasionally
• Coordinates the financial activities at the plant including budgets, operational business plans, and associated functions to ensure accuracy and consistency
• Monitor the status of proposed budget forecasts to keep plant personnel advised concerning cash flows and other expenditures
• Provide financial information and prepare cost benefit analysis for the Operating Company and Generation management for use in strategic decision making and the development of the Company's Financial Model
• Financial Compliance with self-assessments and other in-house audits
• Work with System Owners on monthly and Year End Projections
• Assists in the preparation of cost benefit studies regarding the plant's departmental performance factors for use by management in strategic business planning
• Audits financial information and assists managers in analyses of plant production data
• Review all plant purchase requisitions to ensure financial accuracy
• Operating as an advisor to the account team, assist with day to day questions and provide guidance on all financial inquiries
• Serve as a liaison between the account and operations teams to apprise them of budget status
• Review the inventory of client billable charges and supporting documentation twice monthly
• Working with the account team, finalize the month's billing
• Provide monthly tracking report consisting of current and cumulative spending with comparison to budget allowance
• Analyze monthly accounts receivable report and statements to ensure that all invoices have been properly issued
• Perform weekly auditing and provide direction to account handlers on accounting procedures
• We are looking for candidates who have at least 2 years of billing or related experience and must be proficient in Excel
• Strong communication skills - both oral and written
• Ability to meet deadlines in a fast-paced environment
• Ability to work on various tasks simultaneously
• Ability to interact with employees at all levels
• Familiarity with computerized billing/accounting systems
• Billing/Charge Reconciliation Specialist activities to ensure accountability for all services performed and compliance with billing and internal standards is maintained
• Identifies opportunities and efficiencies in business office functions and operations
• Manages patient accounts receivable and conducts denial analysis
• Monitors departmental accounts receivable to achieve appropriate reimbursement percentages and maintain financial stability within the department
• Analyzes accounts receivable to identify inequities in payment
• Collaborates with CCF contract management for resolution of payment issues
• Conducts revenue-reporting analysis of costs associated with performing examinations and surgical/medical procedures and recommends fee modifications
• Maintains departmental charge master files and performs ongoing reviews of professional and technical charges per compliance guidelines
• Administers responsibilities associated with departmental expansion
• Assists in practice startup, new service lines, and affiliate programs to ensure corporate compliance adherence to capture appropriate revenue
• Completes finance accounting and maps revenue of billable services
• Other duties include research analysis, IDE compliance, and billing follow up
• Minimum four years previous experience in collection or other related field in a health care institution
• Extensive CPT and ICD 9 CM coding and medical billing and reimbursement experience
• Understanding and applying third party and government payer regulations
• Experience providing education and trend analysis related to revenue and reimbursement
• Assistance in implementing and running client calculations
• Cost controlling, NBI and activity indicators controlling
• Monthly reporting and analysis of income and cost
• Support monthly and yearly closing
• Assistance in investment and economic calculations as well as benchmark comparisons
• Support Financially the Global Supply Chain Management team (SCM : Procurement team for all Goods, Services and Logistics) located in Luxembourg
• Financial Planning and Analysis of SCM cost for Europe: Monthly Reporting & Performance Analysis, Budget preparation, Annual analysis and Reconciliation of Global SCM cost, Ad-hoc Analysis
• Working with cross-regional team : Purchasing, Logistics, Tax and FP&A finance teams

Business & Financial Specialist Resume Examples & Samples

• Provide leadership for the department’s business operations, accounting, personnel, and financial support services functions
• Responsible for completing monthly, quarterly, and year-end close accounting activities to ensure timely, complete and accurate financial reporting to departmental management, staff and faculty researchers
• Responsible for the maintenance and oversight of the departmental chart of accounts in Banner and in the MechSE chart and financial reporting systems applications
• Provide information and consultation services to faculty, staff and students regarding State of Illinois, University, campus and departmental procedures for personnel, payroll, purchasing, travel and other expense reimbursement. Responsible for reviewing and interpreting changes in applicable rules and regulations and recommending and developing policies and procedures to ensure continued compliance, as well as the efficiency and effectiveness of operations
• Train new faculty, staff, and students on departmental, campus, and University business policies and procedures, including procedures for purchasing supplies, submitting reimbursements, business travel, and other related activities. Ensure smooth onboarding of new hires with regard to these business activities and compliance with all applicable policies and procedures
• Train new Business Office and administrative staff on their responsibilities as P-card and T-card holders, and proper usage of departmental, campus, and University business systems and related policies and procedures
• Responsible for reviewing sponsored project expenditures and ensuring integrity, accuracy and allowability of transactions in accordance with project budgets and agreements. Oversee the reconciliation of sponsored project funds. Design and maintain various data warehouse queries, reports, spreadsheets, and/or databases to effectively manage sponsored project funds
• Assist faculty and principal investigators with the management of their research projects and accounts, including assisting with their personnel budgets and various appointments and other charges to sponsored research projects. Further assist them with managing personnel budgets by redistributing appointments of principal investigators and research staff in response to changes in research effort
• Design and run complex queries in the data warehouse and prepare various standard and ad hoc financial reports for department administration, GCO, and/or faculty and principal investigators. Assist with the preparation of the department’s annual budget and multi-year forecasting projects
• Complete sponsored project close-out reviews and work with the OBFS Grants and Contracts Office to close completed project accounts in a timely manner
• Oversee the department’s procurement and payable operations to ensure compliance with applicable regulations, policies and procedures and timely and efficient ordering and reimbursement processing. Assist with the oversight of the department’s P-card, T-card, and iBuy and other purchasing processes and procedures
• Design and run periodic complex queries in the data warehouse to monitor and analyze departmental purchasing and reimbursement transaction types and volumes, the distribution of the workload among staff, and the efficiency of work processes and procedures. Prepare reports and make recommendations therein in order to help: 1) develop more efficient and effective procedures; 2) provide for the more effective allocation of the workload among MechSE staff; 3) ensure optimization of all departmental resources; and 4) maintain the highest possible levels of customer service
• Oversee the account reconciliation process and ensure all account reconciliations are performed on a timely basis and necessary accounting corrections are performed timely. Train and supervise extra help and/or student employees on the detailed processes for reconciliation and attaching the necessary transaction documentation to the electronic files used for reconciliation
• Assume additional appropriate related business and financial duties to further the mission of the department
• Bachelor’s Degree in Accounting, Finance, Business Administration, or a related field
• Two years of experience in accounting, finance or other related work experience
• Ability to organize, manage, and complete multiple tasks with multiple deadlines and extreme accuracy
• Excellent customer service, follow-up, and computer skills
• Excellent technical, database, and analytical skills
• Strong background in accounting principles, particularly fund accounting, and business operations/administration
• Master’s Degree in Accounting, Finance, Business Administration, or a related field
• An understanding of University of Illinois administrative operations, policies, and procedures
• Responsible for periodic internal financial reporting and processes governing them for Accounting, Segment and Sub Segment, Regional/Country and Client Profitability results
• Provide timely, relevant and accurate reporting & analysis of the results of the division's performance against historical (including variance analysis against budget and forecasts)
• Summarize conclusions from financial analysis on a pro-active basis and provide key takeaways to Segments and senior management
• Design, develop, implement and maintain dashboards, reports and self-service capabilities in the Business Intelligence front-end tools (Qlikview, Qlik Sense)
• Maintain and develop various financial models and standard templates distributed for use by all of Finance, ensuring quality, accuracy and focused analytic review
• Research data anomalies and engage business and operational stakeholders to develop solutions
• Proficient in Excel; knowledge of Access, SQL, VB would definitely have an added advantage. Proficient manipulating large datasets and combining unrelated data sources. Knowledge of Qlikview / Qlik Sense is a plus
• Self-starter, task-oriented and process driven. Proactive individual who should take initiative with an analytical bent of mind
• Fluent in English, good communication and presentation skills
• Strong sense of urgency, comfortable operating in a fast paced environment
• Customer focused, and team player attitude. Ability to build and to maintain relationships at multiple levels of the organization
• 2-4 years of professional work experience is required
• A bachelor's / master's degree in Accounts and Finance from an accredited college/university

Marketing Financial Specialist Resume Examples & Samples

• Track departmental spending through receipt of invoices, process invoices (date, log, code with G/L account), and report on spending
• Audit invoice against contracted rate identifying and leading the dispute of any discrepancy to the vendor
• Assist in the gathering of radio show station data from invoices to track and maintain expense of media placements
• Provide breakdown of all spend by vendor to the geographic region by combining operational information/knowledge with the invoiced expense
• Reconcile expected marketing vendors to the invoices received for the month to identify accrual by vendor for the month
• Track weekly A/P payments against forecasted amount identifying and escalating variances
• Pull, review, and summarize G/L detail by vendor and tie back to the vendor forecast identifying and escalating variances
• Prepare upload template for the monthly forecast and annual budget
• Maintain central location of all department contracts and an updated vendor term sheet identifying and detailing all contracted spend for marketing department
• Generate recurring management reports tracking the weekly spend versus the budget and forecast encompassing graphs and other tools as needed
• Collaborate with business stakeholders to provide context around results and variances
• Manage internal Advisor donation program including review of donation requests, payment, and quarterly reporting
• Support the Marketing team on a wide range of ad hoc projects to ensure proper financial controls are in place
• Participate in a wide range of special financial departmental projects and perform other duties as assigned
• Availability to meet extensive travel requirements, when applicable
• 2-3 years of experience in the role
• Strong decisional and problem solving skills
• Proven ability to work independently and coordinating a team
• Strong organizational, multi-tasking and analytical skills
• Ability to be flexible and work creatively and analytically
• Advanced knowledge and experience with Microsoft Word, Excel, PowerPoint and Outlook

Supervisory Financial Specialist Resume Examples & Samples

• Knowledge of laws, DOD Directives, finance regulations and financial management and operating procedures relative to the entitlements and allowances related to the payment of military personnel, civilian personnel, vendors, and travelers
• Knowledge of Pay Systems supporting Military Services and Defense Agencies sufficient to identify weaknesses, recommend work around solutions to ensure pay transactions are accurately processed and are in compliance with applicable pay regulations
• Knowledge of a variety of procedures and techniques which enable the incumbent to work with payroll systems and recognize numerous types of transactions, reporting requirements and documents, database applications, different pay schedules and entitlements and the ability to manage and analyze data to develop a trend
• Knowledge of the overall DFAS mission and functions, operation, and relationships to other agencies to respond to special inquiries and task organizations for information and responses
• Knowledge of management and organizational techniques, systems and procedures to perform studies related to management improvement, productivity improvement and management controls to analyze and evaluate criteria for the enhancement of all assigned Pay programs (Military Pay, Civilian Pay, Accounts Payable, and Travel Pay)
• Ability to apply fact-finding and investigative techniques to perform studies and analysis of data and the ability to research and analyze directive and regulations to assess their impact on current and planned operational initiatives
• Skill in preparing reports and in organizing and delivering briefings to managers, State leadership and adjacent directorates to encourage understanding and acceptance of findings and recommendations
• *Copies of OFFICIAL college transcripts must be submitted with application to receive credit for your education***
• Please do not send/fax/courier/email any applications or resumes to the National Guard Human Resource Office, you must apply on-line or fax your application to the fax number listed on this announcement with the prescribed Cover Letter. The Human Resource can only process materials received through USA Jobs
• To receive consideration, you must complete the entire process and submit the complete application package by 11:59 PM (EST) on the closing date -- Thursday, March 23, 2017
• It is your responsibility to ensure that your responses and appropriate documentation are submitted prior to the closing date
• If you submit more than one Qualifications Assessment Questionnaire for this position, the most recent one Submitted is the one that is used. Therefore, it is important for you to complete it in its entirety
• Current Resume or OF 612

Manager, Financial Specialist Resume Examples & Samples

• Assist in the design, prepare, evaluate and validate complex internal and/or external financial and operational reports (which include monthly operating reviews, financial unit packages, detailed expense analysis and industry analysis), both routine and ad-hoc
• Perform and review analysis and interpretation of trends and variances in business performance, interacting with cross functional peers on frequent basis. Validates analyses
• Synthesize and present exhibits, results, observations, recommendations to cross functional peers and management
• Accountable for tactical production of financial plan in support of the Business plan and forecast for the organization (annual, ongoing and long term). This includes preparation of cost benefit analysis for strategic projects for the organization
• Apply basic accounting and financial concepts and controls to provide subject matter expertise to business unit and functional stakeholders
• Identify, use and train others on appropriate tools to obtain, compile and analyze more complex data necessary to support more advanced financial reports and analysis, and provide input on potential tool utilization enhancements
• Accountable for tactical production of overall quarterly competitive analysis including an advanced understanding of impact of competitor, market and industry landscape
• Prepare and assist in coordinating annual rating agency presentations for Canadian operations which includes significant interaction with financial reporting, business unit and functional stakeholders
• Assist in due diligence financial analysis both from a distribution and insurance carrier perspective as required
• General knowledge of Financial Analysis concepts, principles and processes
• General knowledge of the insurance business. Intermediate analytic skills
• General knowledge of accounting practices and principles

Personal Financial Specialist Resume Examples & Samples

• Travel is dependent upon position description and availability of funding
• Four years of appropriate experience that demonstrates acquired knowledge of one or more of the behavioral or social sciences equivalent to a major in the field
• Complete Resume
• It is the applicant’s responsibility to verify that all information in their resume and documents, whether uploaded or faxed, are received, legible, and accurate. HR will not modify answers/documents submitted by an applicant. **
• KNOWLEDGE OF PROGRAM PLANNING
• ABILITY TO PROVIDE FINANCIAL COUNSELING
• ABILITY TO PROVIDE TRAINING
• CUSTOMER SERVICE SKILLS

Financial Specialist Nh Resume Examples & Samples

• 3- Continually assesses the quality of the programs to assure regulatory and technical integrity and identify improvements to enhance quality
• Work may require travel out of duty location by military or commerical aircraft
• Comprehensive knowledge of OMB, Congressional, and agency financial management and program objectives, budget precedents and controls guidelines and regulations
• Knowledge of the commonly used agency budget, automated financial systems, and performance metric procedures, regulations, precedents, policies, and guides
• Ability to manage several projects simultaneously, selecting and applying a variety of analytical methods and techniques to budgetary processes
• Ability to conduct studies, analyze data, develop alternative options/strategies and make recommendations to resolve budget/manpower issues
• Knowledge of personnel and personnel systems and functionality, its uses to support the financial management career program and other development opportunities within AFMC
• Knowledge of EEO, safety and security regulations, practices, and procedures
• Ability to communicate effectively both orally and in writing; negotiate complex issues; and maintain good working relations
• Ability to plan, organize, and direct the functions and staff of an organization
• Resume - If your resume includes a photograph or other inappropriate material or content, you will not be considered for this vacancy. Your resume may be submitted in any format. For qualifications determinations your resume must contain hours worked per week and the dates of employment (i.e., hour per week and month/year to month/year or month/year to present). Resumes that do not contain this information may be marked as insufficient and applicants may not receive consideration for this position
• Transcripts - if qualifying based on education or positive education series
• DD214 or "Certification" of service (Document must reflect character of service)
• Eligibility documents, SF50's, most current performance appraisal with rating, etc., if applicable
• Veteran Administration Letter of Disability Rating, if applicable
• TRANSFERS MUST SUMBIT CURRENT APPRAISAL WITH SF50
• Experience using Microsoft Excel
• Experience working with complex financial systems, which may include accounting programs
• Experience reimbursing staff for purchases and/or travel related expenses
• Experience reconciling accounts
• Records, sorts, verifies, enters, and retrieves financial data
• Provides customer service and/or accounting related duties
• Provides general guidance to departments, agencies, and administrators regarding financial matters relating to a specialized field
• Reviews and audits the work of outside departments
• Applies and enforces rules and regulations
• Researches problems and discrepancies
• Performs word processing and prepares spreadsheets
• Maintains files and records
• Basic knowledge of computerized accounting/bookkeeping system, verbal and written communication skills, Word, Excel, Microsoft Office, familiar with imaging systems
• Prepare and input all forms of check requests, contacting departments or vendors if further information is required. Input all voids, stop pays, check reissues, warrant cancellations, lost warrant replacements, manual checks, and payment via ACH required
• Other duties as assigned by supervisor
• High School Diploma/GED or equivalent combination of education and experience
• Four (4) years of related experience
• Knowledge of word processing, spreadsheet, and database applications
• Ability to multi-task and work cooperatively with others. Strong verbal and written communication skills. Strong interpersonal and organizational skills
• Must be well organized and be able to train departments effectively
• Self-starter, ability to complete tasks on own initiative
• Analyzes monthly results and prepares variance explanations
• Assists with quarterly and annual SEC fillings
• Analyzes technical accounting literature and develops Company position; and
• Participates with teams involved with special projects
• Bachelor's degree in accounting or finance
• 5 + years of experience in a public accounting firm
• Big Four experience preferred
• Experience with e-reimbursement/ reimbursement activities for travel related expenses and/or purchases
• Experience with purchasing activities
• Computer skills and software/systems related to financial activities
• Provides financial analysis support to the business, including but not limited to cost accounting, revenue recognition, subcontractor financial management, at risk coordination, forecasting, variance analysis, invoice preparation/review and cash flow management
• Interfaces with project managers and business leaders
• BA or equivalent + 0 yrs experience
• Actively participates as a key member of the team
• Completes complex tasks and defined processes. Suggests creative solutions
• Multiple complex assignments are worked, completed, and led simultaneously with little to no input from leadership
• Identifies, prioritizes, resolves issues, and communicates directions to others. Answers questions of peers
• A bachelor's degree is preferred. In the absence of a bachelor's degree, at least 2 years healthcare/MMIS experience
• At least 2 years research and customer resolution experience
• Demonstrated experience utilizing analytical & process improvement skills
• At least 2 years experience in MMIS
• Strong background and understanding of Medicaid
• Demonstrated ability to adapt and work in a fast paced matrix organization
• Demonstrated ability & willingness to learn quickly and to apply concepts to solve problems
• Ability to locate, identify and utilize tools to research and to solve problems
• Ability to plan and meet deadlines with minimal direction from leadership
• Ability to communicate effectively with both internal and external customers, and to build trusting relationships through collaborative work activities
• Ability to understand instructions and accomplish tasks
• Ability & willingness to research and resolve customer and leader inquiries
• Ability & willingness to identify trends
• Ability to research multiple areas within the system
• Responsible for processing financial transactions involving assumed reinsurance claims including but not limited to payments, establishing and revising reserves, incurring new losses and journaling entries
• Produce monthly and quarterly reports which detail the various financials and claim counts for the Assumed, Direct and London Direct departments comprising IROC
• Produce monthly Ceded Recoverable Reports for Ceded Department
• Generate ad hoc financial reports as requested
• Prepare reinsurance ceded billings under specific programs and forward to reinsurers
• Assist, as needed, with the organization, review and development of claim processing manuals
• Administer ImageRight system, in terms of document work-flow and task management
• Supports the department and handles administrative and miscellaneous functions as needed
• Must have good business acumen (i.e. understand how an insurance company works and makes money, including how this role impacts both Argo Insurance’s and our customers’ ability to be profitable)
• Polished and professional written and verbal communication skills with the ability to build consensus both internally and externally
• Strong analytical and presentation skills
• Ability to work with Business Unit leaders at strategic level or learn to do so
• A strong focus on execution in getting things done right. Proven ability to consistently produce and deliver expected results to all stakeholders
• Client focus – the ability to effectively determine specific client needs and to provide value added solutions
• Demonstrates inner strength. Has the courage to do the right thing and demonstrates it on a daily basis
• Intellectual curiosity. Consistently considers all options and is not governed by conventional thinking
• Ability to build commitment both internally and externally. Ability to communicate corporate vision and to gain support for your views, opinions and decisions
• A team builder, someone who understands that success is dependent upon the performance of the team and not individual team members. Creates strong morale and spirit within the team: shares wins and celebrates success as a team
• Ability to develop and maintain productive relationships with clients, business partners and organizational peers with a focus on timely and meaningful exchanges of information
• Degree preferred but not required
• Measure his/her own success by performance in quickly identifying issues and bringing resolution to outstanding issues
• Perform account reconciliations in a timely and accurate manner as assigned
• Support the preparation of the Medicare and Medi-Cal cost reports and OSHPD reports
• Maintain liaison with other departments in the preparation and analysis of financial and government reports
• Examines historical and projected financial data to provide management with valuable data upon which to make relevant financial decisions
• Prepares federal, state and other regulatory reports, ensuring compliance with established guidelines, as assigned
• Maintains complete files and records; maintains various computer files and records; inputs and retrieves a variety of fiscal and statistical information as assigned
• Designs and implements procedural improvements to automated systems. Recommends procedures for processing financial transactions
• Analyzes regulations and calculates financial impact of changes in reimbursement
• 10% Budget support and analysis
• Annually, assist with the preparation and distribution of all budget files and supporting documentation for Rec Sports Leadership and all department heads. Participate in budget meetings with department managers as assigned. Assist with the preparation of budget scenarios as needed. Maintain comprehensive budget history including rationale behind budget decisions. Represent Rec Sports and SOAS at budget related meetings. Prepare monthly budget spread for salaries, revenue and expense. Work with leadership and staff to ensure funding agreements are properly recorded in the budget commitment system, and
• Assist and review the monthly/quarterly/annual budget projections including variance analysis and narrative. Meet with department managers to provide updates regarding their budget variances. Work with department managers to identify strategies for keeping future expenditures in line with budget
• 40% Financial Reporting & Analysis
• Review reconciliation of revenues and expenses, including the determination if expenditures are recorded properly,
• Work with leadership to automate reporting wherever possible, reduce and/or eliminate reliance on supplemental or shadow financial systems,
• Review and monitor entry of financial data (revenue and expenses) into the Rec Sports and SOAS financial accounting system,
• Review and periodically audit accounting entries to ensure the accuracy of the financial statements,
• Review consolidated Profit & Loss by using all financial databases available at Rec Sports and SOAS,
• Review and/or prepare accurate notes to the financial statements, balance sheet, cash flow, key indicators, Accounts Receivable reconciliation, monthly and quarterly revenue reports, patient encounter statistical reports and graphs, monthly sales tax reporting, correction, transfer, revenue, monthly and year-end journal entries and other sub-ledgers as part of the financial statements, and
• Prepare graphs and charts for special reports or events (e.g. Board of Regents, Rec Sports and SOAS meetings)
• 40% Financial Management
• Serve as the business and finance process strategic partner for Rec Sports and SOAS. Work with business and finance process leads to ensure work is processed correctly and in a timely fashion. Respond to basic inquiries and complaints,
• In consultation with the divisional account management and billing leads, coordinate accounting transactions between Rec Sports and SOAS and other University units including month-end close and upload of monthly Service Unit Billing, Journal Entries and Student Account transactions,
• Ensure reconciliations are complete and monitor expenses,
• In consultation with the divisional gift steward, review gift processing for Rec Sports and SOAS,
• Work with and answer questions from Rec Sports managers and staff from other departments listed above regarding any accounting and financial issues, including the budget and financial reports,
• Assist in development of Rec Sports and SOAS related accounting policies and procedures,
• Periodically audit internal controls for the organization and provide recommendations to management about changes that should be made, facilitate annual Internal Controls Gap Analysis for Rec Sports and SOAS, and
• Stay informed of all GAAP and University of Michigan’s Standard Practice Guides (SPG) changes that will affect financial statement preparation and the accuracy of the financial statements, especially in regards to specific requirements for Rec Sports and SOAS
• 10% Supervise and other
• Provide oversight and assign work and tasks,
• Approve timesheets in a timely manner,
• Conduct weekly 1:1 meetings, quarterly coaching and feedback and annual evaluation and performance review,
• Participate on University, Student Life and Rec Sports and SOAS committees and workgroups as assigned, and
• Bachelor’s degree in Finance, Accounting, Business Administration or related field,
• 3 - 5 years of experience in financial analysis or accounting,
• Ability to interpret financial data, write reports, and effectively present financial data and analysis,
• Excellent problem solving skills and be a self-starter
• Strong customer service outlook
• Supporting CFO and Controller quarterly financial reporting updates to the Executive Committee and PNC’s Board of Directors
• Supporting Investor Relations and SEC Reporting analysis for PNC’s Quarterly Earnings Release
• Managing and supporting PNC’s consolidated Budgeting and Forecasting process
• Managing and supporting PNC’s strategic planning process
• Performing other ad-hoc analysis, as needed by PNC’s CFO, Controller and/or Lines of Business
• Develop relationships with key finance and accounting stakeholders across PNC, including leadership across the Finance organization, lines of business, and operations
• Excellent working knowledge of computers including spreadsheet and word processing applications. Demonstrated competency in management, analytical and written and verbal communication skills
• An ability to quickly navigate a complex organization
• The ability to solve problems, think innovatively, map out solutions and drive their implementation
• Strong project management skills with the capability to prioritize multiple demands
• Ability to take initiative to influence and drive results within a complex organization
• Dedicated to not only meeting, but also exceeding the expectations and requirements of internal as well as external customers
• Minimum of three (3) years of accounting/finance professional experience
• Master’s degree in business, accounting or finance
• Familiarity with University accounting systems, policies, and procedures
• Proficient in the use of Windows based programs and University systems
• Experience developing reports using Business Objects
• Monthly maintenance and management of the division's space survey. Reconciliation of all accounts and project grants of the division, recharge of core facility and equipment, invoicing for clinical studies, close out of accounts, initiate subcontracts , prepare all divisional journal entries, approve HSIP request
• Administrative post-award processing of grants: Prepare and send out non-competing renewals; represent Division to Departmental grants office and other Departments with authority to make commitments within specified parameters; prepare no cost time extension and other post award change requests; process subcontracts and act as an administrative contact with other institutions regarding subcontracts; ensure deadlines are met; act as liaison with funding agencies; work with faculty to determine effort distribution and make appropriate DBE changes; act as administrator for NIH T32 training grant
• Assist in the administrative pre-processing of grants: Create and prepare budgets including budget justification preparation including subcontracts, calculation of % effort for personnel required; advise investigators on rules and regulations of funding agencies and how to meet their requirements; create and route PAF in eResearch, working with various sponsor systems for submission; prepare and assemble administrative pages, letters, etc for submission; respond to questions and revisions, as well as act as a liaison between Principal Investigator, the Department of Internal Medicine, Medical School & the Office of Research and Sponsored Projects (ORSP); coordinate all other pre-award activities for proposal preparation. Includes submissions to NIH, DoD, foundations, industry, IPAs, internal grants, etc
• Assist Division Administrator in preparation of annual division budget
• Effort certification specialist for the Division

Financial Specialist Advanced Resume Examples & Samples

• Minimum of 3 years of experience in a finance role required, 7 years preferred
• Ability to interpret and apply complex rules and requirements
• Ability to advise faculty and staff on policy, procedure and technical applications related to travel, purchasing and other complex financial processes
• Ability to create spreadsheets and reports as well as access, enter and edit program data and to use other software packages to record, analyze and summarize data
• Proficiency with Microsoft Office computer software, particularly Excel and Word
• Effective written and oral communication skills, excellent interpersonal skills
• Well developed abilities in the following: tact, judgment, confidentiality and independent decision-making
• Excellent organizational and prioritization skills
• Executive communication level, with presentations, public speaking, written and verbal skills
• Proficiency in Microsoft Excel and ability to create/modify complex spreadsheets
• Experience training staff on policies/procedures
• Experience reconciling data to various reports, software systems, etc
• Minimum of two years of work-related experience with revenue processing

Financial Specialist Associate Resume Examples & Samples

• Bachelor’s degree in accounting, finance, or related field and a minimum of 1 year of experience
• Proficient in the use of Windows based program
• Strong attention to detail, accuracy, timeliness and sound organizational skills
• Excellent written and oral communication skills, including the ability to clearly and concisely communicate financial information to all levels of faculty and staff who may have varying degrees of financial knowledge
• Robust problem solving and analytical skills
• The ability to work independently as well as in diverse teams
• Outstanding customer service
• The ability to handle confidential information
• Familiarity with UM accounting systems, policies and procedures
• Experience with queries and/or developing reports using Business Objects
• Knowledge with financial systems (Oracle, Hyperion)
• Drive to automate and systemize processes as the role will require
• Transition from manual to systemic processes working within Mercer’s financial infrastructure
• Project management skills with ability to set priorities and meet deadlines
• Position is posted at 100% time, however, there is flexibility for a 75% - 100% time appointment
• Pay will be determined based on qualifications and experience
• For questions on the position and application process please email Denise Weidner at: [email protected]
• Prepares financial statements in accordance with FERC accounting rules and regulations
• Manages the quarterly and annual FERC reporting processes
• Provides accounting support and assists with preparing financial statements for Mountain Valley Pipeline
• Provides support for preparation of SEC quarterly and annual filings
• Prepare journal entries specific to material balance and pipeline imbalance activities
• Analyzes budgets/capital budgets
• Prepares periodic financial forecasts
• Reconciles general ledger accounts
• Performs special projects as assigned, including acquisitions, divestitures, process changes, technical accounting research, etc
• Demonstrated ability to use various software such as JDEdwards, Enertia, Cognos, etc
• Bachelor’s degree in accounting, finance or a closely related field
• CPA or equivalent strongly preferred
• 5 + years of experience which demonstrates a solid understanding of general accounting and financial analysis
• Coordinating, processing, and tracking financial transactions
• Developing and maintaining financial spreadsheets
• Monitoring a budget and preparing financial status reports
• Reviewing payroll transactions to ensure payment amounts are correct
• Reviewing payroll transactions to ensure employees are paid on appropriate funding
• Applying policies and procedures as they relate to payroll
• Interpreting and applying policies and procedures related to financial transactions for grants, purchases, and travel
• Processing financial transactions through a web-based reimbursement system
• Managing multiple projects and deadlines
• Processing and reconciling transactions or processes, researching customer inquiries, resolving customer complaints and reviewing time sensitive information
• Receiving documents, reviewing for completeness and contacting clients when items are rejected or clarification is needed and submitting service requests
• Processing IRA contributions and distributions, Account Transfers, Wire Transfers, Check Deposits and Withdrawals
• Transition and integration support for newly hired Financial Advisors
• Have a Bachelor’s Degree in Business/Finance
• Be able to handle their responsibilities under moderate to minimal supervision
• Have strong communication skills and be able to be clearly understood on the phone
• Have strong attention-to-detail and able to multi-task
• Basic technical/computer skills
• Word/Excel experience

Financial Specialist Closing Date Resume Examples & Samples

• Confirm, assemble, and input financial data including balance sheets, tax returns, income statements, cash flow statements, and specialty input work for ABF requests into the Associations’ portfolio management database for all levels and types of operations where some interpretation and decision-making would be required
• Prepare financial packages including: balance sheets, trend analysis, cash flows, and income statements. Construct consolidated financial information. Calculate collateral, complete after-close balance sheets, and complete the loan risk rating process
• Provide exceptional customer service to internal and external customers. Respond to inquiries from Retail teammates regarding the financial input status of loans. Successfully communicate with Retail teammates any needs for missing and/or inconclusive information on loan requests. These actions require limited or moderate interpretation of the data available
• Level 18: Assist with cross-training and mentoring new employees and other Financial Specialists. Serve in leadership roles for special projects. Provide leadership in a team setting by appropriately, effectively, and consistently collaborating with the Associations’ team members
• Business travel may be up to 20%
• Knowledge of financial and contractual concepts, principles, procedures and techniques
• Knowledge of Security Assistance Training Program (SATP) organization policy, programs and practice
• Knowledge of Government contract administration concepts, principles, and practices
• Knowledge of financial management and accounting systems, policies, procedures and practices
• Skill in maintaining accounting systems
• To verify your application is complete, log into your USAJOBS account, select the Application Status link and then select the more information link for this position. The Details page will display the status of your application, the documentation received and processed, and any correspondence the agency has sent related to this application. Your uploaded documents may take several hours to clear the virus scan process
• It is your responsibility to verify that information entered, uploaded, or faxed (i.e., resume) is complete, accurate, and submitted by the closing date. Uploaded documents may take up to one hour to clear the virus scan. Faxed documents must be completely transmitted by 11:59p.m. Eastern Standard Time on the closing date of the announcement

Administrative Financial Specialist Resume Examples & Samples

• Managing, keeping current, and ensuring fiscal integrity of all ISI budgets, including student fee and administrative fee revenue accounts
• Processing, analyzing, and completing budget transactions, identifying and correcting budget discrepancies
• Monitoring all ISI budgets and financial transactions for adherence to unit, University, state, and federal policies and procedures
• Researching, interpreting, and compiling monthly budget and financial information for reports or special projects as requested by Program Manager
• Forecasting, planning, and projecting budget outcomes
• Assisting with year-end and the University, financial audit
• Preparing, reporting, and processing budget transfers to University of Idaho, and claim vouchers to non-UI, course-sponsoring, cooperating institutions, including LCSC, ISU, and BSU based on course enrollments numbers every four months
• Establishing and maintaining accounting records by reconciling accounts in a timely manner, analyzing and researching discrepancies, posting errors, and facilitating appropriate corrections
• Preparing and processing dollar transfer documents such as claim vouchers, cost transfers, travel claims, change orders, and journal entries, and approving documents in Banner finance queue
• Billing and monitoring accounts receivables and depositing funds into appropriate budget accounts
• Monitoring daily cashier sessions and vault cash for accuracy
• Processing purchases, posting charges, and submitting financial documents through the Banner system
• Reviewing transactions for compliance with University policies by interpreting and applying appropriate regulations, notifying supervisor of potential problems or unusual fiscal events, and helping to prepare financial responses
• Exercising independent judgment and discretion in managing activities
• Overseeing and managing financial records in accordance with retention policies
• Processing payroll actions for staff, including monitoring time for ISI’s staff
• Collecting and reporting employee leave and earning records; and pay for course developers, and course graders
• Tracking, processing and reporting quarterly out-of-state, workers compensation reports to Benefits Accountant, Payroll and Benefits; and
• Coordinating with the ISI Program Manager, and the affirmative action coordinator to ensure employees are added, amended, or removed from University payroll
• Representing ISI by serving as liaison to various offices (e.g. Purchasing, Student Accounts; Accounts Payable; Budget Office, etc.)
• Overseeing and providing backup support on processing student course registrations, course drops and refunds, course extensions and course exchanges, using Banner, ISI database, and the Learning Management System
• Providing backup support for processing Electronic Personnel Action Forms (EPAFs) in Banner to appoint, remove, or change temporary positions, including unit pay, student, retirees, non-affiliates, additional compensation, and summer session at direction of ISI Program Manager and affirmative action coordinator
• Supporting other staff members during peak work periods by providing backup general customer service and reception for the ISI’s office in person, by email, or on the telephone, and assisting prospective and current students, faculty, staff, and the general public
• Assisting in preparation of draft and final-draft submission correspondence and documents; and
• Working on special projects and performing other miscellaneous office duties as assigned
• Coordinating and scheduling travel for ISI Program Manager and staff by making appropriate reservations, securing necessary travel tickets, preparing and processing travel claims for appropriate reimbursements to travelers, and accepting, reconciling, and processing of traveler reimbursements to the university
• Scheduling and coordinating meetings including arranging conference telephone calls, arranging appropriate meeting rooms, services, reserving lodgings, and initiating associated travel reimbursements
• Maintaining a high-level knowledge of University policies and procedures by attending training classes, workshops, and meetings and referencing Faculty-Staff Handbook and Administrative Procedures Manual
• Researching, interpreting, explaining, and training, budget, financial and personnel policies and procedures to staff, students, and faculty
• Coordinating and collecting data for various reports and projects
• Preparing and reporting monthly enrollment and grading activity reports; and
• Maintaining and updating files in an organized and concise manner
• Handling sensitive information in a discreet and professional manner; and
• Creating and maintaining a high quality work environment by contributing toward a team effort, prioritizing work to ensure the fulfillment of specific deadlines, and resolving difficult interpersonal situations with tact and diplomacy
• A BS in accounting or finance is preferred
• 3 to 5 years accounting, auditing or finance experience is required
• A strong background in finance and operations is required
• Experience in accounting for logistics operations is highly desirable

Ahca Financial Specialist Tallahassee Open Competitive Resume Examples & Samples

• Knowledge of the methods of compiling and analyzing data
• Knowledge of basic mathematics
• Ability to use high intermediate Excel formulas
• Ability to understand, interpret and apply laws, rules and regulations, policies and procedures
• Ability to review, analyze, and evaluate financial data
• Ability to develop various reports
• Ability to prioritize work load
• Ability to plan, organize, time manage and coordinate work assignments
• Ability to establish and maintain effective working relations with others.     
• Two years professional experience related to Medicaid reimbursement required. Three years’ experience preferred
• Two years professional experience related to preparing and reviewing financial statements in accordance with the state and federal guidelines
• Detailed knowledge of generally accepted accounting and auditing principles, procedures, and techniques
• CPA or CIA certification preferred
• Florida Certified Contract Manager certification preferred
• Bachelor’s degree from an accredited college or university with a degree in a business related field such as accounting, finance, economics, or statistics being highly preferred. Experience can also be substituted on a year-for-year basis
• Proficient with Microsoft Excel and MS Office Suite
• Ability to communicate clearly and determine appropriate communication medium (phone, face-to-face meeting, e-mail, instant message, voicemail)
• Ability to work overtime and/or irregular hours when needed, especially during peak processing periods
• Ability to contribute individually and collaborate as a team
• Educational certificate in related field and/or equivalent office management/ professional experience
• Experience in accounting support and accounting software
• PeopleSoft knowledge a plus
• Compiling and analyzing production performance reports as well as financial, inventory, and statistical data
• Assist in tracking variances and performance to budget on a daily basis
• Perform financial transactions related to inventory
• Assist in maintaining adequate internal control procedures over company assets with a concentration in inventory
• Assist in development of annual operating budgets
• Responsible for continuous process improvement
• Build spreadsheet models for analytical projects
• Provide support for other Accounting functions as needed
• Other Accounting tasks and projects as assigned
• 2-6 years Accounting and/or Finance experience
• Inventory management experience within a Finance role is strongly preferred
• Proficient with Microsoft Office Suite of tools (Excel, Word, PowerPoint, etc.)
• Particularly Excel
• Considerable knowledge of the principles, methods, and practices of governmental budgeting and fiscal management and the ability to apply them to complex governmental systems
• Ability to effectively supervise and coordinate the activities of staff
• Ability to develop and implement fiscal policies and procedures

Financial Specialist Senior / Intermediate Resume Examples & Samples

• 2-5 years experience managing sponsored, general and gift funds
• 2-3 years of experience
• A working knowledge of the University including MPathways, M-Reports and Business Objects
• Refer to OPM's Operating Manual Qualification Standards at, http://www.opm.gov/qualifications/sec-iv/a/gs-admin.asp for more information
• To qualify based on education; you MUST upload or fax a copy of your official college transcripts by the closing date of the announcement
• Qualifications must be met by the closing date of the announcement
• Applicants should provide examples of specialized experience in their work history
• Bachelor’s degree in Finance, Accounting, Business Administration, or related field
• Minimum of five years’ experience in financial analysis or accounting
• Ability to create and run complex financial data queries
• Strong analytical, verbal, written communication, computer, and interpersonal skills, including previous experience presenting to senior leadership
• Strong customer service skills and ability to work independently as well as part of a team
• Professional Accounting Certification/Designation (CPA, CMA, etc.)

Transplant Financial Specialist Resume Examples & Samples

• Knowledge of general business operations, scheduling, insurance and coding
• Strong attention to detail skills
• Strong customer service skills in person and via telephone or e-mail
• Ability to perform basic mathematics
• Ability to follow and apply insurance guidelines/requirements regarding Third Party Payors, Coordination of Benefits, and Managed Care contractual requirements
• Ability to prioritize and manage multiple task simultaneously, and to effectively anticipate and respond to issues as needed in a multi-faceted work enivornment
• Ability to understand and interpret complex written materials such as insurance matrices, Point of Service calculations and patient records
• Ability to develop solutions to complex problems, which require ingenuity, creativity, and innovativeness
• Performs financial counseling process on all patients prior to service, which includes patient financial obligations, billing practices and establishing payment arrangements
• Understands, applies, and supports departmental/hospital policies, procedures, and standards. Attends meetings, in-services and training sessions as required/requested

Client Financial Specialist Resume Examples & Samples

• Maintains individual (consumer) financial records including financial reports, bank statements, budgets, and benefit reporting, and ensures that financial records are complete and accurate
• Conducts monthly reviews and completes financial statements for individuals by request. Ensures individual client finances are managed effectively and appropriately
• Ensures individual total assets remain within the designated maximum amount to maintain Medicaid and other funding benefits
• Pays individual bills (e.g.: rent, electricity, water, gas, garbage, cable, co-pays on medical and medication, etc) on or before assigned due dates
• Coordinates financial services for new individuals and all individuals leaving services
• Completes application for, report changes to, and coordinates benefit information for each individual as necessary (Social Security Benefits, Public Financial Assistance, Food Stamps, Rent Subsidy, etc). Sends paycheck earning information to Social Security as needed
• Dispenses each individual’s routine expense and personal spending money as deemed by the individual’s money management plan
• Participates in investigations of misappropriations of funds, in consultation with supervisor/s (QMRP) and in conjunction with the QA manager and State Director
• Conducts monthly and end of the year tax filing for individuals as needed
• Ensures individual’s confidentiality
• Performs other related duties and activities as required
• Serve as technical expert for Government financial information management
• Provide technical interpretation of financial policy and concepts underlying Federal accounting and reporting regulations and procedural requirements
• Prepare report, studies, and documentation, deliver presentations, and participates in meetings
• Knowledge of the principles of project management and professional accounting; and a broad technical knowledge of Federal accounting, budgeting, reporting, and financial management principles, practices, and requirement
• Assist in budget formulation activities ensuring that the budget prepared is consistent with financial division direction and is coded in accordance with New Financial Environment (NFE) standards
• Prepare Monthly Variance Reports that detail expenses versus budget for both Steady State and Initiative line items
• Review NFE reports to identify any items that require adjustments and prepare DOF forms needed to incorporate these adjustments
• Provide the NFE data needed to support the development of monthly expense reports and projections
• Support the accruals process by maintaining an accruals form that contains validation tables for NFE chart field entries, preparing entries for wireless, data network, and telephone expenses and reviewing entries for multiple branches submissions
• Refine and employ financial management tools including a historical budget/expense data repository and an automated procedure that processes preliminary accrual files to determine the resultant financial position in advance of formal accrual submission
• Review procurement requests and provide NFE chart field information that is needed
• Bachelor’s degree BA/BS degree in Accounting, Finance or Business Administration and a minimum of 9 years of Federal accounting and auditing experience
• Experience with operational accounting, reconciliation, project burn and cost to budget
• Experience with improving financial procedures and processes
• Knowledge of MS Excel including advanced features such as Pivot Tables, Lookup Tables, and Validation
• Experience with Enterprise Financial Packages-preferably PeopleSoft (Accounts Payable module - NFE)
• Ability to obtain a security clearance (U.S citizenship required)

Financial Specialist Inter Resume Examples & Samples

• Monitor and reconcile project grant budgets and expenditures. Investigate and resolve discrepancies
• Bachelor’s degree in business, accounting, finance or an equivalent combination of education and experience is necessary
• 2-5 years of accounting/finance work experience preferably in research administration or project management
• Ability to work independently or as a member of our team
• Excellent attendance, ability to multi-task, prioritize and exercise good judgement is a must
• Proficient in the use of Windows based programs and University systems (M-Pathways, Business Objects)
• Familiarity with University research administration accounting systems, policies and procedures
• BS or BA degree in a Business, Management or Relevant Technical Discipline. ALLOWABLE SUBSTITUTION: An AS or AA degree and an additional four (4) years of experience; OR an additional eight (8) years of experience may be substituted for a BS or BA degree
• At least four (4) years financial management experience, two (2) of which must be within DoN
• Financial management experience should include financial analysis of business programs, development of cost estimates, program status reports, and knowledge of DoD Federal Management Regulations (FMR), Federal Acquisition Regulation (FAR), PPBE process and two years of DoN procurement policies and procedures
• Secret Clearance
• Supervisory experience in a finance/accounting services environment
• Working knowledge of eCAPS, eProcurement, eHR reports, and Microsoft Outlook, Word, and Excel
• Experience with eCAPS Chart of Accounts elements such as activity, organizational and project codes
• Excellent analytical, organizational, and problem-solving skills
• Possess strong reconciliation methods and skills
• Ability to perform multiple tasks and prioritize work with minimum instruction
• Ability to work independently, and as part of a team
• Excellent written, verbal, and interpersonal communications skills

Supervisory Financial Specialist, ZA Resume Examples & Samples

• A one year supervisory probationary period may be required
• Payment of relocation expenses is not authorized
• This position is not in the bargaining unit
• Prepares reports, ad hoc analysis, and transactional activities required to support financial analysis functions
• Verifies accuracy of reporting data, financial performance indicators, and computes basic financial arithmetic
• Prepare and provide various monthly and quarterly financial reports for analysis and projections
• Prepare analysis of committed costs report
• Prepare cash flow statements
• Assist Faculty with grant submissions, JIT requests, and Progress Reports
• Monitor daily financials of research/grant accounts to assure appropriate spending within grant guidelines and MCW policies
• Create and maintain databases of funding sources and uses
• Prepare invoices and processes related to personnel forms
• Assist in preparing the annual budget
• Provide backup to division staff as needed
• Perform data entry and maintenance in software systems or databases
• Use data processing or validation tools to identify and resolve data discrepancies or duplicate records
• Conduct routine data quality validation and audits according to established process
• Cash postings as well as any special projects dealing with cash postings
• Handle reconciliation and scanning/ copying payments to the drive
• Ensure that each client receives the appropriate Cerner experience through proper preparation and execution of events and communication
• Demonstrates the ability to work on multiple projects simultaneously and prioritize work to meet adapting deadlines
• Exemplary organizational skills, accuracy and attention to detail
• Ability to communicate clearly and determine appropriate communication medium (e.g. phone, face-to-face meeting, e-mail, instant message, voicemail)
• Experience with Microsoft Office Suite and Windows
• Ability to contribute individually and collaborate in a team as necessary
• Strong critical thinking, verbal, and written communication skills
• Associates Degree or equivalent work experience
• 1+ years of data entry experience

Reinsurance Financial Specialist Resume Examples & Samples

• Knowledge of accounting or auditing principles and procedures
• Knowledge of methods for gathering and evaluative information and data
• Ability to understand and evaluate the enterprise risk management functions for regulated companies
• Ability to understand and apply state laws and regulations, policies and procedures, and statutory accounting principles promulgated by governing bodies including the National Association of Insurance Commissioners to determine compliance
• Ability to review, analyze and evaluate insurer operations and report findings and recommendations
• Ability to multi-task and manage time efficiently
• Ability to communicate professionally and effectively both verbally and in writing
• Ability to use electronic work paper documentation tools to prepare comprehensive work papers
• Ability to continually improve knowledge of NAIC requirements, the insurance industry and other matters to increase ability to effectively perform examinations and investigations
• Proficient with Microsoft Office Suite programs (Word, Excel, Outlook) and other related tools
• Bachelor’s degree in accounting, finance from an accredited institution
• Master’s degree in business, accounting or finance. CPA and experience with internal controls and audits
• Experience using and customizing reports using Business Objects
• Classify, monitor and summarize financial data for the preparation and submission of reports on a recurring basis
• Provide support with program planning, cost modeling, lifecycle costing and development (e.g., TCO), and budget reconciliation
• Provide support and analysis on business process improvements
• 5+ years of experience in Accounting or Finance
• Understanding of GAAP and accrual accounting
• Experience in Microsoft Excel to include macro development and use of pivot tables
• Experience working for government as a consultant or similar environment
• Ability to obtain and maintain a government security clearance
• Understanding and experience with IT Business Management methods
• Understanding of GAAP
• Experience with PeopleSoft
• Exceptional verbal and writing skills, including editing and proofreading skills
• Demonstrated customer service orientation and outstanding level of professionalism in providing client support
• Solid computer skills with Microsoft applications (Word, Excel, PowerPoint, Project and Visio) and project management software (e.g., Primavera, or similar)

IT Financial Specialist Resume Examples & Samples

• Deliver strategies for IT including regular analysis of spend data and recommendations of best practices
• Support month-end inclusive of journal submissions and Balance Sheet reconciliations
• Support IT Finance Leaders in providing exceptional customer service to all clients, internal and external
• Support Offshoring functions with invoice processing and taking a lead in this effort
• Support IT Finance Reporting with data mining or analysis as required
• Improve processes and identify opportunities that will drive cost savings
• Develop and deliver effective and timely business analysis in support of IT services
• Developing and preparing financial reports
• Interpreting and applying policies and procedures related to financial transactions for grants, purchases, and/or travel
• Monitoring expenditures and applying policies and procedures to ensure appropriateness of charge
• Check application status by logging into your USAJOBS account, clicking Application Status, then More Information for this position. Return to an incomplete application by logging into your USAJOBS account and clicking Update Application in the vacancy announcement. You must re-select your resume and other documents from your USAJOBS account or your application will be incomplete
• Concepts, Policies, and Principles of Finance
• Resume: You are encouraged to choose only ONE method of submitting your resume. (HR will review the resume that the system date stamps as the latest one received and this may not be the resume, which best reflects your qualifications for the job and may result in an ineligible rating.) You may submit your resume by: attaching in your USAJOBS account. For assistance in preparing your resume, take a look at the DFAS Resume Tools
• Transcripts and/or Certifications: You must submit documentation if you are substituting education for experience. For additional information on acceptable documents or to see if you must submit documentation click here Transcripts and Certifications. You must also document your education and/or certifications in your resume
• SF-50: With the exception of current permanent DFAS employees, current or former federal employees must submit a Notification of Personnel Action reflecting the highest grade held on a permanent basis, tenure and appointment type
• Other Special Hiring Authorities: Click here to review these authorities and the documentation you are required to submit
• 07/19/2017, or at the time of application for announcements with an extended closing date, may result in an ineligible rating and loss of consideration. To verify that your application is complete, log into your USAJOBS account, select Application Status and More Information. The Details page will display the status of your application. It is the applicant's responsibility to verify that information entered, uploaded, or faxed is received, legible and accurate. HR will not modify answers submitted by an applicant
• Organizing and managing the accounting for various types of accounts including: state-appropriated funds for teaching, research and extension; local service accounts, various federal, state, industry, and private grants, contracts, cooperative agreements
• Ensuring accounting practices and controls are in place to provide budget accuracy and compliance with University policies and state and federal rules and regulations
• Providing expense, cost accounting, budget updates and a variety of specialized reports to faculty, staff, and department heads
• Monitoring transactions for allowable costs, appropriate use of funds, spending levels and termination dates
• Managing department charges for laboratory services, approved service centers, and other charges as necessary
• Processing and/or approving financial documents including (but not limited to) requisitions, department purchase orders, journal vouchers for IDGs, travel claim documents, claim vouchers, and journal vouchers for budget transfers, cost transfers, credit card purchases, and change orders
• Identifying, researching, and correcting problems and errors in financial documents
• Auditing budgets, expenditures and income to ensure compliance with university, State, Federal, and granting guidelines
• Utilizing approved grant budgets to assist faculty with management of sponsored projects funding
• Determining appropriate and efficient methods for purchasing products and services; processing invoices for payment
• Using and preparing spreadsheet and BANNER, and ARGOS report formats to provide financial analysis of various accounts and activities
• Developing and maintaining expertise with appropriate software including, but not limited to, Excel, BANNER, VandalWeb, e-mail
• Provide leadership to student and temporary help fiscal office employees
• Interpreting and explaining human resource and payroll rules, policies and procedures to faculty, staff, and students
• Handling sensitive and confidential human resource and payroll documents
• Maintaining extensive knowledge of departmental programs and objectives
• Maintaining the research, compilation, and organization of materials for administrators’ use
• Coordinating with supervisors and CNR human resources staff to ensure employees are added, amended, and removed from the university payroll database as appropriate to their needs and budgets
• Verifying payroll postings to BANNER and taking appropriate action to remedy paycheck errors
• Serving as a liaison with the faculty, staff, university offices, and outside agencies
• Researching and compiling information for administrators’ use in problem solving
• Answering general recurring questions and providing information on departmental policies and procedures
• Attending departmental meetings to update faculty on policies and procedures related to budget management and fiscal processes
• Entering transactions on the BANNER finance module and VandalWeb
• Approving documents for payment on the BANNER finance module’s approval queue and within VandalWeb
• Providing responsible, efficient and considerate customer service to all internal and public entities and individuals
• Serving as resource to faculty, staff and students for interpretation and implementation of university, college and departmental finance policies, rules and procedures
• Maintaining a professional manner and contributing to a pleasant and safe work environment
• Demonstrating a willingness to work with coworkers and superiors in an effort to achieve mutually sought goals for CNR and the University and maintaining good working relationships within the College
• Assisting coworkers to ensure customer service and satisfaction
• Attending meetings and training pertinent to job duties and requirements
• Providing advice on improvements to processes and procedures

Financial Specialist / Controller Resume Examples & Samples

• Very good knowledge of Slovak accounting and tax system
• At least 2 years of SAP experience is mandatory
• Chartered Accountant able to sign notes to Financial Statements (mandatory)
• Very good communication skills, cultural differences awareness and sensitivity
• Maintaining accurate information
• Ensuring that Cerner complies with financial policies and procedures
• Analyzing financial data to facilitate decision-making
• Ensuring compliance to General Accepted Accounting Principles (GAAP)
• Monitoring application of contract policies and procedures
• Performing process reviews and suggesting/implementing enhancements
• Running processes to generate invoices for the client
• Bachelor’s degree in Accounting, Finance, or equivalent work experience

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Financial Specialist Resume Example

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Financial Specialist Resume Example (Full Text Version)

Albert wildvank.

Dynamic and accomplished Financial Specialist with a demonstrated history of excellence in overseeing and enhancing financial operations, streamlining processes, and generating comprehensive financial statements. Chartered Financial Planner renowned for meticulous attention to detail and exceptional analytical and critical thinking abilities. Adept communicator with a talent for thriving in collaborative team environments.

Work experience

• Actively managed company's financial operations to ensure compliance with industry laws and regulations
• Collaborated with colleagues to improve financial processes and procedures, reducing costs by 24% within two years
• Reviewed and maintained financial documents and records, supported CFO and financial executives, and performed clerical duties
• Assisted in financial planning, developed and monitored budgets, prepared financial statements, and presented results to supervisors
• Recognized as the #1 Financial Specialist at the company for exceptional performance
• Achieved First Class Honours, ranking in the top 10% of the Programme.
• Participated in Clubs and Societies including FinTech Society, Political Society, and Swimming Club.
• Achieved Graduation with Distinction, earning Grade 1 (equivalent to A/excellent) in all four subjects
• Awarded the Best Graduate Award in 2013
• Active member of Debate Club, Math Society, and Riding Club.

Volunteering

Certificates.

Milan Šaržík, CPRW

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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Financial Specialist Resume Examples

Are you looking to apply for a job in financial services and need help writing your resume? Writing a resume for a financial specialist job requires a certain degree of precision and specificity. Employers are looking for professionals who can demonstrate their ability to effectively manage and analyze financial data, as well as their knowledge of the industry and its trends. This guide will provide an overview of what to include in a financial specialist resume, as well as some examples of successful resumes. With this information, you will be able to craft an effective and relevant resume that has potential employers taking notice.

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Financial Specialist

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

Financial Specialist with 10+ years of experience in the financial services industry. I have a demonstrated ability to plan, analyze, and implement financial strategies that have lead to increased profitability and growth. I possess an in- depth understanding of financial regulations and requirements, and I am experienced in generating and interpreting financial statements. My strong organizational and interpersonal skills have enabled me to effectively manage projects, develop relationships with clients, and lead and motivate staff.

Core Skills :

• Financial Planning
• Regulatory Compliance
• Financial Modeling
• Risk Management
• Financial Analysis
• Investment Strategies
• Strategic Planning

Professional Experience :

• Financial Services Manager, ABC Financial Services, 10/2015 – Present Manage the financial operations of a mid- sized financial services firm.
• Develop and implement financial strategies and plans to increase profitability.
• Analyze financial data and generate reports for senior management.
• Oversee the budgeting process, and monitor and analyze spending.
• Ensure compliance with applicable regulations and laws.
• Manage a team of 5 financial analysts and staff.
• Financial Analyst, XYZ Financial Services, 04/2011 – 08/2015 Analyzed financial data and generated reports for senior management.
• Developed financial strategies and plans to increase profitability.
• Monitored and analyzed spending, and developed budgets.
• Ensured compliance with applicable regulations and laws.

Education : Bachelor of Science in Finance and Economics, University of California (2008)

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Financial Specialist Resume with No Experience

Highly motivated and organized individual with a strong interest in finance. Skilled in problem solving, communication, and customer service. Seeking an opportunity to learn and grow in the financial sector.

• Analytical thinker with excellent attention to detail
• Strong mathematical and numerical skills
• Good interpersonal and communication skills
• Ability to work both independently and collaboratively
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

Responsibilities

• Calculate, analyze, and present financial data
• Research and compile financial reports
• Monitor and report on company financial performance
• Assist with budgeting, planning, and forecasting
• Ensure accurate bookkeeping and document filing
• Assist with the preparation of financial statements
• Support the team with additional administrative tasks as needed

Experience 0 Years

Level Junior

Education Bachelor’s

Financial Specialist Resume with 2 Years of Experience

Highly motivated and organized Financial Specialist with two years of experience in the financial industry. Skilled in customer relations, financial reporting, and problem- solving. Experienced in working with clients of various backgrounds and industries, providing guidance and support to help them reach their financial goals. Possess a B.S. in Business Administration and a CFP certification.

• Financial Reporting
• Tax Planning
• Customer Relations
• Problem Solving
• Analytical Thinking

Responsibilities :

• Analyzed financial data and developed financial reports for clients.
• Prepared forecasts, cash flow and other financial models.
• Developed and managed investment strategies for clients.
• Monitored and managed risks associated with investments and financial strategies.
• Assisted with the preparation of tax returns and other tax- related documents.
• Developed and maintained strong customer relationships with clients.
• Provided guidance and support to clients regarding their financial goals.
• Researched and implemented new financial strategies and products.

Experience 2+ Years

Financial Specialist Resume with 5 Years of Experience

Dynamic and innovative Financial Specialist with 5+ years of experience in providing financial analysis and strategic guidance to businesses. Expert in delivering financial services, managing financial operations, and developing financial strategies. Proven track record of providing actionable and well- researched insights that contribute to successful decision- making. Possess excellent problem- solving and communication skills.

• Financial analysis
• Financial modeling
• Strategy development
• Budgeting and forecasting
• Risk management
• Data analysis
• Presentations
• Analyzed financial data to identify trends, assess risks and devise strategies.
• Developed financial models to evaluate investment and business opportunities.
• Prepared financial reports for management review.
• Conducted financial due diligence for potential investments.
• Assisted in the preparation of annual budgets and forecasts.
• Monitored financial performance and prepared variance reports.
• Ensured compliance with financial regulations and established controls.
• Provided technical guidance and support to other teams.
• Identified improvement opportunities and implemented process changes.

Experience 5+ Years

Level Senior

Financial Specialist Resume with 7 Years of Experience

Highly experienced Financial Specialist with extensive knowledge of financial planning and analysis. Possess 7 years of experience in developing effective financial models, budgeting and creating financial presentations. Proven ability to analyze and interpret financial data to determine trends and recommend strategies that maximize profitability. Exceptional communication, problem- solving and multitasking skills, with a proven ability to work in fast- paced environments.

• Financial planning and analysis
• Strategic budgeting
• Forecasting
• Financial presentations
• Team collaboration and leadership
• Problem- solving
• Develop financial models that assess current and forecasted financial data to inform strategic plans.
• Coordinate with management to develop and manage annual budgets.
• Analyze financial data to identify trends and suggest strategies to increase profitability.
• Engage with stakeholders to understand their financial objectives and develop appropriate plans to achieve them.
• Create financial presentations for stakeholders and management to explain strategies and results.
• Provide leadership to cross- functional teams in order to develop and implement financial strategies.
• Collaborate with accounting teams to ensure financial statements are accurate and up- to- date.
• Identify areas for cost savings and develop appropriate strategies to maximize profitability.

Experience 7+ Years

Financial Specialist Resume with 10 Years of Experience

Dedicated financial specialist with 10 years of experience in corporate finance, financial planning and analysis, financial modeling, and cost accounting. Highly adept in developing financial strategies, researching and preparing financial reports, and analyzing financial data. Proficient at utilizing various software, such as Excel, QuickBooks, Oracle Financials, and accounting software. Possesses excellent analytical and problem- solving skills, with a knack for developing reliable forecasts.

• Financial Planning and Analysis
• Cost Accounting
• Strategic Financial Planning
• Annual and Monthly Budgeting
• Budget Forecasting
• Capital Expenditure Analysis
• Cash Flow Management
• Investment Analysis
• Developed strategic financial plans and provided financial analysis to support organizational decisions.
• Analyzed and prepared financial reports, including balance sheets, income statements, and cash flow statements.
• Established and maintained financial models to analyze trends and make predictions.
• Monitored, managed, and tracked capital expenditures.
• Performed monthly budgeting and forecasting.
• Reviewed and analyzed financial data to identify areas of improvement.
• Developed and implemented cash flow strategies.
• Provided advice and guidance on investments and risk management.
• Prepared statements for tax returns and other filings.

Experience 10+ Years

Level Senior Manager

Education Master’s

Financial Specialist Resume with 15 Years of Experience

A highly experienced financial specialist with over 15 years of experience in financial analysis and management. Proven success in developing, implementing and evaluating financial strategies, policies, and procedures, as well as in the areas of financial reporting, budgeting, forecasting, and cost optimization. Adept at working within various accounting software to create financial reports and statements. Possess excellent communication and critical thinking skills, able to make sound decisions in both tactical and strategic areas.

• Accounting Software
• Financial Strategies
• Cost Optimization
• Critical Thinking
• Communication
• Developed financial strategies, policies, and procedures
• Analyzed financial data and prepared financial reports
• Assessed financial risks and provided financial advice
• Managed and monitored budget preparation and forecasting
• Analyzed financial performance, identified areas of improvement, and implemented action plans
• Identified cost savings and optimization opportunities
• Provided guidance to management on financial decisions
• Generated and reviewed financial documents and reports
• Ensured compliance with accounting principles and regulations

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

What should be included in a Financial Specialist resume?

A financial specialist resume should include your professional experience, education, certifications, relevant skills, and any relevant awards or volunteer work. It’s also important to tailor your resume to the specific position you’re applying for. Here is what you should include:

• Professional Experience: List the companies you have worked for, the titles you held, and the duties you performed. Be sure to include the duration of your employment.
• Education: Include the degree you earned, the school you attended, and the dates you attended.
• Certifications: List any certifications you have earned related to the industry, such as CFP, CFA, etc.
• Relevant Skills: List any skills related to financial analysis, accounting, or other relevant topics.
• Awards and Volunteer Work: List any awards or volunteer work that is related to the financial field.

By including the information listed above, you will create a comprehensive and effective financial specialist resume that will help you stand out and get noticed by potential employers.

What is a good summary for a Financial Specialist resume?

A good summary for a Financial Specialist resume should focus on the candidate’s qualifications, skills, and experience in the financial industry. It should include the candidate’s ability to interpret and analyze financial data, develop and implement financial strategies, and interpret and evaluate financial reports. It should also highlight any related certifications and awards. The summary should also indicate the candidate’s dedication to the job and their commitment to achieving the best possible results for their clients. Ultimately, the summary should demonstrate the candidate’s ability to make sound financial decisions and help their clients to achieve their financial goals.

What is a good objective for a Financial Specialist resume?

When writing a Financial Specialist resume, it’s important to include an objective that succinctly outlines your intentions and goals for the position. A good objective should emphasize your qualifications and experience in the field and provide an explanation as to why you’d be an asset to the company. Here are a few examples of objectives that can help you craft your own unique statement:

• To secure a role as a Financial Specialist at ABC Company, utilizing my 10+ years of experience in the finance industry to maximize profits and ensure efficient financial operations.
• Seeking the opportunity to apply my strong accounting and financial analysis skills in the role of Financial Specialist at ABC Company, with the aim of boosting profits through careful budgeting and forecasting.
• Aiming to apply my financial expertise and leadership abilities at ABC Company as a Financial Specialist, in order to ensure the organization reaches its financial objectives.
• To leverage my problem solving and strategic planning skills in the role of Financial Specialist for ABC Company, in order to help the organization reach its financial goals.

How do you list Financial Specialist skills on a resume?

When preparing a resume to apply for a job as a Financial Specialist, it is important to make sure that you highlight the skills and qualifications that make you a standout candidate. To do this, you should include a section on your resume that specifically lists your skills related to the Financial Specialist role. Here are some of the skills that would be beneficial to include:

• Analytical Thinking: Financial Specialists need to be able to analyze and interpret financial data, so it is important to demonstrate your ability to think critically and logically about the information you come across.
• Financial Management: Financial Specialists are responsible for managing and organizing the financial data of an organization, so it is important to demonstrate your expertise in this area.
• Communication Skills: Financial Specialists need to be able to effectively communicate the financial information they analyze and interpret to others. Make sure to showcase your communication abilities on your resume.
• Technical Knowledge: Financial Specialists work with a wide range of financial software and technologies, so it is important to demonstrate your familiarity and expertise with these tools.
• Time Management: Financial Specialists need to be able to manage their time and prioritize tasks in order to meet tight deadlines.

By listing these skills on your resume, you can help employers get a better understanding of your qualifications as a Financial Specialist.

What skills should I put on my resume for Financial Specialist?

Financial Specialists understand financial principles and use them to advise individuals and businesses. Employers look for financial specialists with a strong set of accounting, financial analysis, and communication skills. When creating a resume for a financial specialist position, it’s important to include the right skills that demonstrate your ability to effectively manage and analyze finances. Here are some key skills to include on your resume for a financial specialist position:

• Financial Analysis: Financial specialists must be familiar with a variety of financial analysis techniques, including budgeting, forecasting, and trend analysis. Be sure to include your skills in financial analysis on your resume.
• Accounting: Financial specialists must possess strong accounting knowledge in order to accurately manage and analyze finances. Include any relevant experience with accounting software or procedures on your resume.
• Data Analysis: Financial specialists must be able to interpret and analyze financial data in order to make sound decisions. Mention any data analysis or problem-solving skills you have on your resume.
• Communication: Financial specialists must possess strong communication skills in order to effectively convey complex financial data to clients or other stakeholders. Make sure to include any experience with verbal or written communication on your resume.
• Organizational: Financial specialists must be organized in order to effectively manage and analyze finances. Include any relevant experience with organization and time management on your resume.

By showcasing your relevant skills and experience in financial analysis, accounting, data analysis, communication, and organization, you can make your resume stand out amongst other applicants for the financial specialist position.

Key takeaways for an Financial Specialist resume

When writing a resume as a Financial Specialist, it is important to highlight the skills and qualifications necessary for success in the field. A resume should not only clearly display your past experience, but also provide an understanding of the key skills and qualities that demonstrate your professional capabilities. Here are some key takeaways when crafting a Financial Specialist resume:

• Highlight Your Financial Expertise: As a Financial Specialist, you should emphasize your expertise in the field. Include specific examples of important skills such as financial analysis, budgeting, forecasting, and financial modeling. Additionally, emphasize any certifications or qualifications you possess to demonstrate your knowledge.
• Include Relevant Education and Training: Financial Specialists are required to have an in-depth understanding of financial principles, so provide evidence of your education and training in the field. Include any relevant coursework or specializations, as well as any professional development courses you’ve attended.
• Showcase Your Experience: Your resume should provide details on your past relevant experience. Differentiate yourself from other applicants by providing specific examples of the successes you’ve had in the past.
• Emphasize Your Communication Skills: As a Financial Specialist, you will be expected to communicate complex financial data to both clients and colleagues. Emphasize your ability to present financial information in an easy to understand and engaging way.

By following these key takeaways, you can ensure your resume gives a clear and attractive representation of your Financial Specialist skills and qualifications. Make sure to highlight the most relevant skills and experiences, while emphasizing the areas where you excel. In this way, you can give potential employers a comprehensive look at your capabilities as a Financial Specialist.

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Financial Services Specialist Resume Sample

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Work Experience

• Data entry – process corporate and individual pledge forms in UWSL’s database
• Intake and mail –responsible for the intake of all workplace campaigns from Community Investment Advisors. Sign off on reports and create/take deposits for any cash/checks received. Open incoming mail daily with the receptionist
• Customer service – respond to questions/comments from donors or agencies via email or telephone; work closely with Employee Campaign Managers during online workplace campaigns, etc
• Manage and execute fiscal transactions, inquiries, and reconciliations for selected payroll and operating budgets in order to ensure that the resources expended are accurately
• Knowledge of special tactics, joint, special operations forces operations, procedures, techniques, technology, systems, and methods to serve as base line to support unit mission and development of resource management, budgetary or POM related future planning
• Make and receive credit calls, and maintain records within our system on each account status
• Make credit decisions based on application information
• Knowledge of operations, procedures, techniques, technology, systems, and methods to serve as base line to support unit mission and development of resource management, budgetary or POM related future planning
• Meet and exceed branch sales quotas by identifying customer needs and providing appropriate products and services
• Refer customers to other lines of business when additional financial needs are recognized
• Refer customers to other lines of business when additional needs are recognized
• Makes modifications in payroll system to update employee’s withholding information such as tax status, direct deposit enrollment or changes
• Ensures that the University’s established Mission and Standards of Ethical Conduct are fully upheld
• Assists students electing to use financial aid with the appropriate application process and conducts on-going follow-up with students and/or Corporate’s Student Financial Services to resolve issues which could result in disbursement delays
• Complete analytical projects to enhance management’s understanding of business through modeling and data analytics
• Under direction, assist other areas of the Bursar’s Office as workload requires
• Meet metrics and strive to exceed those metrics
• Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions
• Achieves required levels of outbound phone calls and customer conversations based on the branch’s need to acquire new customer relationships and to expand existing customer relationships
• Takes ownership and resolution of customer issues
• Coordinate and resolve invoice validation/account mismatch issues with Client’s third party vendor responsible for telecom billing audits
• Capacity to present clear oral and written reports to senior managers
• Prepare or advise in the preparation of operating budgets for units or departments based on actual performance, previous budget figures, estimated revenue and expenses, and other factors using appropriate accounting practices

Professional Skills

• Good reading and math skills; administrative skills; basic advising skills, computer skills
• Apply excellent verbal and written communication skills; use good judgment and discretion in dealing with confidential and sensitive data
• Leasing operations knowledge and experience, or relevant experience in commercial lending environment including an understanding of the Time Value of Money
• Broad base of general clerical skills, including typing/word processing, filing, emailing, phone/office reception, and the like
• Apply analytical, problem solving, and decision making skills
• Experience counting, receiving or disbursing money and executing financial transactions
• Two years of experience counting, receiving or disbursing money and executing financial transactions

How to write Financial Services Specialist Resume

Financial Services Specialist role is responsible for general, finance, credit, training, procurement, purchasing, security, collections, compensation, benefits. To write great resume for financial services specialist job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Financial Services Specialist Resume

The section contact information is important in your financial services specialist resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

• First and last name
• Telephone number

Work Experience in Your Financial Services Specialist Resume

The section work experience is an essential part of your financial services specialist resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous financial services specialist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial services specialist position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Financial Services Specialist resume experience can include:

• One year of experience counting, receiving or disbursing money and executing financial transactions
• Skill in formulating, justifying, and/or analyzing financial requirements of the assigned program
• Skill in problem analysis, problem-solving and decision-making
• Skill in problem analysis, problem-solving and decision making
• Good team players that are comfortable speaking and writing English
• People eager to gain experience and knowledge in capital markets, investment banking, finance

Education on a Financial Services Specialist Resume

Make sure to make education a priority on your financial services specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial services specialist experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

• School you graduated from
• Major/ minor
• Year of graduation
• Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Financial Services Specialist Resume

When listing skills on your financial services specialist resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical financial services specialist skills:

• Effectively engage with students, parents and other University personnel, regarding sensitive and confidential financial matters
• Exceptional communication skills, both written and oral, and the ability to communicate with diverse audiences in a variety of contexts
• Well-developed budget management and reconciliation skills
• Skills to recognize problems with cost recovery, invoices, accounts and payroll and initiate timely and appropriate action to resolve them
• Utilize appropriate communication tools to disseminate information efficiently and effectively
• At least one year of experience counting, receiving or disbursing money and executing financial transactions

List of Typical Experience For a Financial Services Specialist Resume

Experience for dshs financial services specialist resume.

• Skill in problem analysis, problem- solving and decision making
• Experience in the Department of Planning and Budget Performance Budgeting system
• Banking experience in client service and sales role
• Microsoft Office experience in Word, Excel, and Outlook
• Strong customer focused orientation. Establishes and maintains positive relationships with customers both internal and external

Experience For Student Financial Services Specialist Resume

• Demonstrates above average proficiency in PC applications, Microsoft Outlook, Excel, Word, and other applications as required
• Operate other office equipment (copier, printers, and fax machine)
• SAP Accounts Receivable or Accounts Payable experience
• Experience in a student financial aid role preferably at the higher education level
• Performing accounting techniques and practices
• Process reported changes of circumstances, assessing effect of reported changes on continuing eligibility and updating the case as necessary
• Maintain electronic files of financial documents and apply appropriate coding in Docuware imaging system
• Knowledge of electronic imaging systems and banking processes; Credit Card, ACH, wires, foreign drafts
• Review expenditures of requisitioning departments to ensure conformance to budget

Experience For Senior Customer Financial Services Specialist Resume

• Revenue management and invoicing transactions; and
• Monthly reconciliation reporting for the Division
• Responsible for all aspects of the disbursement process including checks, ACH, SUA, Wires and foreign drafts
• Work closely with internal and external customers regarding payment inquiries
• Keep up-to-date on all foreign and domestic banking requirements and make recommendations to management on any changes that impact disbursements

Experience For Financial Services Specialist / Credit Lead Resume

• Maintain various spreadsheets for analysis and management reporting
• Provide internal and external training sessions as needed
• Liaise with CSCC cross functional teams (e.g. Sales, credit, pricing, legal), business partners and customers for transaction details
• Create transactions in the lease/loan financing system; input, update, and maintain information accuracy and integrity
• Perform research for internal and external customers pertaining to the retrieval and review of scanned images or lost documentation
• Provide training to internal and external customers

Experience For Senior Student Financial Services Specialist Resume

• Advanced knowledge of applicable banking products and regulations
• Has basic understanding of credit, risk factors and D&B reports
• Conduct various studies and special projects as directed by the Group Commander on a wide variety of training matters
• Complete cash reporting documents
• Process daily invoicing functions for North American Container facilities
• Accurately process invoice adjustments related to original invoice discrepancies for quality, quantity or pricing
• Maneuver through multiple systems while possessing high volume transactions
• Functional knowledge of accounting processes (debits, credits and account reconciliation)

Experience For Financial Services Specialist Tky Rppc Hsbc Technology & Services Resume

• Determine eligibility/re-eligibility for public assistance by collecting in-depth information from division information systems
• Determine eligibility and re-determine on-going eligibility for waivered service programs
• Provide professionals case management and evaluate services for abroad range of individuals seeking Long Term Services and Support services
• Identify discrepancies and obtain clarifying data through inquiries, correspondence and interviews
• Provide professionals case management and evaluate services for abroad range of people seeking Long Term Services and Support services

Experience For Ccb-financial Services Specialist Resume

• Provide professional case management and evaluate services for abroad range of individuals seeking Long Term Services and Support services
• Answer all questions regarding benefits and available services
• Process all case actions in accordance with federal and state processing and accuracy requirements
• Advise applicants of verification needs. Answer all questions regarding benefits or available services
• Process reported change of circumstances to ensure that clients continue receiving the correct amount of benefits
• Answer all questions regarding benefits or available services

Experience For Flex Customer Financial Services Specialist Resume

• Responsibility in maintaining a multi- funded state complex budget
• Prepare estimates of new or proposed product costs
• Maintain records of expenses, inventories, and budget balances, including records of actual operating figures for comparison with budget or other operating objectives
• Assist in the installations of accounting or management information control systems, including establishing appropriate pricing for products and services and support the negotiation of fee agreements
• Classify labor, material, and overhead costs to compute the unit costs of product or service
• Conduct and analyze audits of costs and/or profitability and prepare reports
• Analyze actual revenues and/or costs versus planned or standard costs and prepare reports of variances

Experience For Financial Services Specialist Resume

• Provide prospective and current students as well as co-workers a first point of contact regarding student financial services matters, exhibiting a positive and upbeat demeanor to encourage students to utilize services
• Deliver high level of customer service in accordance with current and developing standards of the department, which involve embracing a student-centric philosophy, to create an exceptional student experience for prospective and current students as well as alumni
• Help manage traffic in the Student Financial Services hub by helping to direct in-person, phone and email traffic to financial aid or student accounts specialists as well as other university departments
• Work closely in a team environment, or independently as priorities can change rapidly
• Perform basic liaison functions with students, faculty, staff, parents, or other
• Responsible for performing accounting and analysis for employee compensation and benefits, including incentive compensation, sales commissions, deferred compensation, equity (stock) compensation and other compensation and benefit activities
• Interact with internal and external auditors, as well as assist in the preparation of certain disclosures for the financial statements of DST Systems and its subsidiaries
• Accept payments and issue refunds following university procedures and guidelines
• Knowledge of principles, practices, regulations, and procedures as they relate to purchasing and accounts payable
• Prepare official student account documents
• Answer multi-line phone and provide a high level of service; receive and respond to e-mail corresponce; utilize the on-line student information system to review information and assist students and/or family members with inquiries providing thoughtful, complete responses. Document all inquiries and responses within the student information system
• Open and sort mail; process payments and forms received and distribute all other mail to appropriate staff member for action. Research and assign returned mail to student assistants for proper follow-up
• Assist with the collections process and participate in processing student transactions, posting of payments and disbursements, billing and other operational activities during high volume cycles and as assigned
• Develop and maintain knowledge of various financial aid program eligibility standards, billing and collection rules and regulations, state and federal regulations, and financial aid services and programs offered through private, state, and federal agencies
• Develop and maintain knowledge and ability to navigate through and utilize various systems and computer applications

List of Typical Skills For a Financial Services Specialist Resume

Skills for dshs financial services specialist resume.

• Determine eligibility/re-eligibility for all public assistance programs by collecting in-depth information in and from Community Service Division's (CSD) information systems
• Is skilled in handling and communicating to sales and customer when appropriately leveraging orders
• Experience with financial analysis, forecasting and strategic planning to analyze and compile financial data and reports
• Experience with pricing and building cost models is required
• Some relevant experience in maintaining moderately complex manual and computerized information systems desirable
• Experience with MicroStrategy reporting Systems, TouchNet payment systems, and Ellucian Banner Oracle systems

Skills For Student Financial Services Specialist Resume

• Experience using automated financial and payroll/personnel systems, multi-user computer network systems and applicable financial management software
• Experience with budget preparation based on narrative methodological research plans and designs, analysis, and forecasting to control complex budgets
• Skill to file using alphabetical and chronological systems
• Knowledge and experience with Banner Finance and eVA purchasing systems
• Experience specific to financial management / analysis and accounting

Skills For Senior Customer Financial Services Specialist Resume

• Develop strategy while engaging effective tactics for consistent acceptable results
• Knowledge of, and demonstrated proficiency in Microsoft Office products, including Word, Excel, Access and PowerPoint
• Support the Bank's strong risk management culture through awareness, knowledge and sound decision making
• A cover letter which details your experience as it relates to this opportunity
• Organize, assess, prioritize and manage individual caseload
• Establish and maintain effective internal and external customer and cross functional relationships

Skills For Financial Services Specialist / Credit Lead Resume

• Multi-task and prioritize work under stress and function in a fast paced work environment
• Cooperate with other Citi teams spread across the World
• Strong knowledge of all requirements for repossessions, contract extensions, and contract rewrites
• Providing a high level of customer service and assisting in resolving problem accounts and customer complaints
• Processing travel authorizations and reimbursements for the Division
• Implementing eVA and P-card purchases
• Working knowledge of Colleague, NSLDS, COD, CPS, Regent 8, CRM
• Working Conditions/Physical Requirement

Skills For Senior Student Financial Services Specialist Resume

• Process reported changed in client circumstances, assessing effect of reported changes on the continuing eligibility and updating the case as necessary
• Knowledge of federal and private grant budgeting, financial reporting and policies regarding use of funds
• Support operations team with existing pricing models as well as help with the development and evaluation of alternative pricing structures
• Reconciliation of account balances including following up on unauthorized short payments as well as any over payments. (Unless being worked by Deductions team)
• Responsible for testing systems for upgrades, enhancements or streamlining processes and documenting procedures
• Proficiency in operating and to navigating multiple banking systems and applications, and utilize search tools to find information
• Attend training, unit meetings and all staff meeting as necessary
• The methods and techniques of data processing as it relates to accounting practices

Skills For Financial Services Specialist Tky Rppc Hsbc Technology & Services Resume

• Currently hold or willingness to obtain FINRA Series 7 and 66 (or equivalent), in addition to meeting FINRA continuing education requirements
• Knowledge of generally accepted accounting principles and related accounting policies and procedures to manage and monitor multiple accounts
• Process reported changes of circumstances and assess effect of reported changes on continuing eligibility and updating the case as necessary
• Process U.S. Mail payments, logging and identifying the proper destination of funds to university/student accounts
• Core business operations, including generating adjunct contracts each semester
• Responsible for testing systems upgrades, enhancements or streamlining processes
• Work with the Program Management Office to coordinate financial reporting and keep reporting data in sync between the functional areas
• Manage incremental billing projects such as billing migrations, rate changes, contractual credits, etc

Skills For Ccb-financial Services Specialist Resume

• Provide and present quarterly financial review, including revenue tracking
• Identify and reconcile sales tax deductions by either collecting these deductions or securing the required exemption certificate
• General understanding of accounting as it relates to accounts receivable principles
• Represents the organizations at meetings and working groups hosted by high-ranking civilian or military members from within the Air Force and Army
• Provide guidance and training to the students assisting
• Proficient in gaining access to and enter invoices for customers so we can obtain payment via a third party invoicing system.(example Arriba)

Skills For Flex Customer Financial Services Specialist Resume

• Manage incremental billing projects such as billing migrations, rate changes, contractual credits
• Maintain eligibility for cases receiving benefits from programs administered within CSD
• Review memos, emails, alerts and notices relating to eligibility determination and office procedures
• Determine actual benefits and answer all questions regarding benefits or available services
• Determine and re-determine ongoing eligibility for waivered service programs

Skills For Financial Services Specialist Resume

• Provide professional case management and evaluate services for a broad range of individuals seeking Long Term Services
• Work under pressure meeting deadlines
• Principles, concepts, practices, methods and techniques of government fund accounting and fiscal management
• Generally accepted accounting principles and practices
• The Arizona State General Accounting Manual
• Adapt to change in expectations, work processes, and program requirements as well as working environment
• Knowledge of laws, policies, and rules pertaining to state funded, Medicaid funded and Federal food stamp programs
• Travel statewide for training series
• Be responsible for overseeing Clients’ cash and trades – stocks, bonds and other financial instruments
• Make appropriate decisions related to moving forward with repossession of vehicle and acceptable payment arrangements
• Understand and explain to others regulations governing student financial assistance programs
• Work independently while also thriving in a team environment; and
• Proficiency with Microsoft Office, including Excel and Word; and
• Knowledge of relevant campus policies, practices, and procedures to administer budget; salary and cost sharing; and payroll administration

List of Typical Responsibilities For a Financial Services Specialist Resume

Responsibilities for dshs financial services specialist resume.

• Develop and maintain knowledge of the services provided by the Offices of Admission, Extended Studies/International Programs, Registrar, Residential Life, Student Employment and other campus offices and direct customers to appropriate campus offices
• Communicate fluently using the English language to present and request information to/from internal and external customers effectively by phone or in person
• Effectively engage and communicate with domestic and international students and their families
• Time management skills and ability to meet standards (productivity, accuracy and quality) in a fast paced team environment
• Experience using the campus on-line financial information system
• Demonstrate ability to multi-task and meet tight deadlines
• Customer service experience and commitment to excellence
• Strong oral and written communication capabilities; and

Responsibilities For Student Financial Services Specialist Resume

• Experience in higher education settings
• Knowledge and skill with the Microsoft applications of Excel and Word
• Several years of experience in a position with fiscal responsibilities
• Support buyout and termination requests / negotiations, including quoting and invoicing activity
• Provide required reporting and metrics. Coordinate profitability forecasting and performance against plan and budget
• Use reporting tools to write reports as necessary; collaborate with the Associate Director for Student Financial Services Information Systems as needed
• Oversight of returned UA checks and UA vendor refund checks to ensure cash management compliance and proper recording of activity is completed timely
• Lead special projects, training, or development of processes, procedures and policy as needed

Responsibilities For Senior Customer Financial Services Specialist Resume

• Identifies and follows up on customer payment issues regarding terms of sale
• Communicates with Sales regarding receivable issues that cannot be resolved through normal payables contacts
• Informs Manager of any issues impacting the corporate DSO and receivable delinquency objectives
• Insures customer billing address and terms are accurately reflected in the Customer Master File
• Initiates appropriate credit action on those orders that have failed the credit checking review as guided by Veritiv Policies
• File all paper documentation according to state librarian policies and procedures for easy retrieval

Responsibilities For Financial Services Specialist / Credit Lead Resume

• Utilize Kofax scanning software to ensure quality controls are in place
• Responsible for all aspects of the student financial aid/billing process in a team environment
• Maintain and manage ongoing caseloads
• Explain program requirements, application procedures, verification needs, and other questions regarding benefits or available services
• The use of word-processing and spreadsheet software
• Knowledge of the policies, principles, concepts, guidance, procedures, techniques, and methodologies pertaining to analysis of financial data

Responsibilities For Senior Student Financial Services Specialist Resume

• Adjunct and staff EPAF submissions (Banner EPAFs, HireXpress)
• Reconcile daily check distribution for Accounts Payable checks (Utilities, Disbursement Vouchers, Travel, Purchase Order Invoices) utilizing the Pre-Disbursement Processor (PDP) in the UAccess Financial system
• Ensure accurate and timely release of Checks, Wires, Drafts, SUA and ACH payments and provide payment remittance detail for electronic payments
• Oversee the reconciliation process of invoices received from Accounts Payable Interface units to ensure the source document meets audit requirements and record retention needs are met
• Periodic review of desk procedures to ensure up-to-date and available for audit purposes in Docuware to ensure clear and accurate documentation of processes
• Serve as a resource for the organization to provide assistance and guidance on issues that arise in the course of daily business
• Responsible for stop payments, claiming of Accounts Payable funds, redistribution of funds to appropriate expenditure account and ensuring the payment is reissued timely
• Recommend changes and improvements within the Check Control area to ensure efficiency
• Ensure check control financial documents comply with University policy and procedure

Responsibilities For Financial Services Specialist Tky Rppc Hsbc Technology & Services Resume

• Cross train with other business areas to maintain current workflow
• Ensure all approvals are collected in compliance with policy (e.g. credit, pricing, etc.) and document completeness and accuracy (e.g. Master documents, transaction documents, collateral documents, etc.)
• Prepare, sent, return all documents from and to customer in a timely manner. Check that all documents are signed and counter signed by appropriate parties in a timely manner. Ensure all executed documents are stored in legal document management system
• Liaise with Sales, business partners and customers to resolve issues related to document preparation. Establish and maintain effective internal and external customer relationships
• Coordinate compliance request and provide support during internal review or external audit. Support Partner Relation Manager and Customer Relationship Manager to resolve customer related issues
• Lead operational change and process improvement, including training of CCMs in Mid/End-of-Term activities. Achieve ongoing personal/professional development goals
• Drive lease restructuring and documentation, including asset management requests
• Financial analysis and reporting of expenditures, budget to actual results, and other financial transactions, in order to provide data that informs management decision making
• Advise prospective, admitted and current students and families about financial aid eligibility, applications, procedures, aid programs, packaging policies, costs, the billing process, registration functions, indebtedness, money management and financial planning

Responsibilities For Ccb-financial Services Specialist Resume

• Serve as liaison for functions relevant to the overall administering of services
• Responsible for exceptional customer service and mitigating complex student issues. Maintains an open, sensitive, and helpful demeanor with all who seek advice and information while maintaining an appropriate level of confidentiality
• Use federal, state, and institutional financial aid rules, regulations and professional judgment to assess students’ and/or families’ ability to contribute to the cost of education
• Interacts with admissions, to play an integral role in accepted student day, open houses, and presentations throughout the year as well as move in weekend. Works cohesively with housing, advising, credit/collections, AR, student affairs, and the President’s office to resolve any account issues
• Involvement in special projects, communication and overall organizational changes related to pricing
• Manage Electronic Data Interface and Monthly Billing Package
• Manage customer billing hierarchy
• Manage billing OAIs to completion
• Monitors a specific portfolio of accounts and initiates action to facilitate on-time payment of invoices and to recover delinquent receivables.

Responsibilities For Flex Customer Financial Services Specialist Resume

• Collects relevant information that is needed to affect payment, including obtaining copies of invoices, proofs of delivery, credit memos, details from a DFR and on account payments
• Customer contact (via phone and e-mail) regarding delinquent invoices, credit memos, invalid deductions, on account payments, customer disputes and terms discrepancies
• Gain access to and enter invoices for customers so we can obtain payment via a third party invoicing system.(example Arriba)
• Documents all customer collection contacts (both internal and external), specifically promises to pay, agreements and information requests
• Consistent follow up to insure customer information requests have been satisfied and commitments have been met
• Researches and resolves customer disputes and issues

Responsibilities For Financial Services Specialist Resume

• Escalate as needed to credit manager for direction if impasse is reached
• Prepares reports to reflect status of collection activity and key delinquency issues
• Process credit card payments as required and be sure they are approved
• Assist with the accurate application of any unidentified cash payments
• Requests increased credit lines for customers who have exhibited timely payment patterns and have exceeded their established line of credit
• Communicates negative payment trends and other critical customer issues to Sales and the Financial Analyst group
• Communicates customer referral order issues with Credit management and Sales to affect resolutions in line with Corporate objectives
• Performs as unit Resource Advisor. Plans, organizes, and oversees the activities of the Resource Management Section
• Exercises supervisory personnel management responsibilities. Directs, coordinates, and oversees work through subordinate civilian and military employees
• Represents the 24 Special Tactics Squadron with a variety of MAJCOM, Joint, Air Force and functional area organizations
• Establishes, defines, and implements requirements for financial operations to ensure services and functions are in line with organizational goals and mission requirements
• Prepare, scan, store and review a variety of financial, personnel and student documentation for electronic imaging into the DocuWare scanning solution
• Perform daily, weekly and monthly audits of scanned documentation to ensure accuracy and quality assurance

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