Finance Manager Resume: Sample and Free Template [2020]
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Managed financial and operational activities for a portfolio of over 1,000 properties
Managed financial and operational functions for a small, mid to large-size company
Managed multiple accounts and provided support to the CEO
Managed daily financial activities for a portfolio of over 100 companies
Managed accounting and budgeting for a portfolio of over 1,000 clients
Managed the financials of a portfolio consisting primarily in the areas of credit, income and assets
Managed a team of four finance analysts and a senior accountant
Managed portfolio of approximately 100 loans and provided support to the loan officers in all areas of the loan portfolio
Managed daily financial reporting and reconcilating of accounts, including cash flows and income statements
Managed 10-person department and oversaw the financial reporting for $1 billion in revenue
Managed several large accounts and was the liaison between clients, vendors and various internal teams
Managed a portfolio of approximately [] in revenue and expense
Managed the day to business accounting functions for a large-volume, multi million dollars portfolio of commercial and institutional accounts
Managed the daily cash flows of $2M in assets and liabilities
Managed portfolio of over 200 clients, providing guidance and support to the Finance Director
Managed an accounting team of five, responsible for financial reporting and budgeting
Managed general ledger, account reconciliation and financial statement analysis
Managed operations of a multi million dollar commercial bank, including all accounting and compliance
Performed extensive analysis of financial data to identify and mitigate risks
Performed risk assessment and analysis of the business to identify opportunities for improvement and cost reduction
Performed general ledger and account analysis for the purpose of maintaining accurate financial statements
Performed analysis of various loan products and prepared recommendations for approval
Performed various accounting duties, such as preparing financials and maintaining accounts
Performed financial analysis and provided recommendations to the CEO
Performed accounting functions for the firm's financial statements and general ledger
Performed extensive research and analyzed the financial data of various clients to develop a strategic financial plan
Performed extensive research and analyzed data to prepare reports for management and Board of Director
Assisted in the development of a financial model for the firm's accounting and financial services division
Assisted with the development of a comprehensive, multiyear financial plan for the company
Assisted the Director of Finance with all accounting and budget functions
Assisted clients with financial needs and advised on the proper way to achieve financial goals
Assisted customers with purchases, cash handling and customer complaints;
Assisted management with the development of strategic planning and execution strategies for the Finance Department
Assisted and advised the Director of Accounting with all financial and operational matters, including the preparation of monthly and quarterly reports
Assisted Senior Management with the development of a comprehensive accounting and financial reporting package for the company
Assisted Executive Vice Presidents with various tasks including, preparing and submitting monthly reports for the Board of Trustee, and managing all financial records for the Board of Trustee
Assisted CEO with various projects and tasks including, preparing financial statements for the Board of Directors, and managing all financial aspects of the firm
Assisted on the implementation of a financial system for the bank
Assisted in the creation of a financial model for the department
Assisted with the analysis of financial data and preparation for the annual budget, including allocating funds to various accounts
Assisted the Director of Financial Analysis with budget process and reporting
Assisted clients with the application and payment of taxes; processed payments for various types of taxes; prepared and submitted payroll for over 500 individuals and businesses; maintained records of all transactions
Assisted clients with the processing of financial statements
Assisted clients with the development of their own
Assisted management with the development of a variance reporting tool to track the impact of various financial activities on the business
Assisted management with the planning and implementation of financial plans for the company, including budgeting and analysis of expenditures
Assisted and advised the Chief of Financial Operations and Senior Controller on all matters related to the financial statement
Assisted management with the creation of a financial model for the company
Assisted accounting with the review of financials and variance analyses
Assisted General Counsel with various accounting tasks including, preparing and submitting monthly reports to the Board of Trusts and other entities
Assisted Director of Operations with the analysis and implementation of a new financial system
Assisted senior accountant with month to date close of the bank
Assisted with the development of a new financial system for the bank, which included a new financial system for the company, and a financial system for the company to utilize
Assisted clients with financial and personal matters, such as income tax preparation
Assisted senior management with preparation of financial reports and presentations
Assisted management with the creation of a budget for all the projects and activities
Assisted Financial Advisers with the preparation of monthly, quarterly and year-to -end reports
Assisted Senior Vice Presidents with the preparation of monthly, quarterly and year-to -date reports
Assisted and supported the Director of Finance with various accounting functions including preparation of journal entry, account analysis and preparation of financial reports
Assisted Director of Financial Analysis with preparation and submission of financial reports, including the analysis and recommendation of proposed budgets
Assisted Senior Vice Presidents with all aspects of the financial reporting and management functions
Assisted on the implementation of a new accounting software system
Provided financial and operational support to the Finance Manager and Senior Management team in the preparation of financial reports and analysis
Provided guidance to the Finance Department on financial management and budgeting
Provided analysis and guidance to the Board of Governors on financial matters
Provided input to the Board of Trustee and other financial institutions
Provided management with monthly financial statements and analysis of the company's financial status
Provided weekly status updates to the Finance Director and Board of Directors
Provided feedback to the Finance Director on variance and varity analysis
Provided support to the Senior Management Team in all phases of the financial statement preparation and analysis
Provided strategic direction and financial oversight for a multi -faceted business unit
Provided management with accounting and budget reports, including month to date close
Provided the financial and administrative leadership for a team of Finance Analysts and Financial Consultants
Provided a wide array of administrative and accounting services to the company
Provided guidance to the finance team on financial performance
Provided accurate and appropriate financial statements to the general ledger
Maintained and updated financial records for the entire portfolio of clients
Maintained all accounting and reporting functions for the firm, which included APAR and AR, bank reconciliation of accounts payable and payroll
Maintained the general accounting and finance department of a large, multi-billion dollar corporation
Maintained monthly and annual financial reports for the Board of Trustees
Maintained relationships with vendors, clients and internal staff to provide accurate financial reports and information
Maintained full P & L accountability for $2M in annual revenue, including $1M budget
Maintained close contact with clients to obtain and verify all necessary information to complete loan application
Maintained current and updated all accounting files for the firm, including all tax returns and other financial documents
Maintained a balance between the financial statement and general accounting for the company's largest customer
Maintained a high degree of professionalism and integrity in the handling of all accounts payable and receivable
Maintained the accounting and budget processes for a portfolio of approximately $1B in excess assets
Maintained accurate and timely monthly, year end financial reports and prepared monthly bank reconcillations
Maintained accurate and detailed accounting files for the purpose of ensuring compliance with GAAP
Maintained records of financial status and prepared monthly, annual reports
Maintained high standards of professionalism and confidentiality at Allstar
Maintained daily contact with all internal and outside customers, ensuring that all requirements were being met
Maintained detailed records of transactions
Maintained current and up keep of the financial information on all accounts
Maintained and reconciles the daily cash receipts for all accounts payable and receiving functions
Maintained a portfolio of approximately [] in cash and assets
Maintained a balanced portfolio of over $100M in assets and a balance between the general ledgers and fixed assets
Maintained the financial and compliance of all accounts
Maintained an accurate and up to date budget for the entire company, including forecasting and budget analysis
Maintained an accurate and up to date portfolio of $1B in assets
Maintained accounting records for over 100 clients, prepared and processed all monthly financials for clients
Maintained relationships with vendors to provide accurate and on schedule financial statements for the bank
Maintained full knowledge of all company products and sales
Maintained strong relationships with all internal and outside clients to ensure timely completion of project
Maintained accounting records and prepared monthly financial reports for senior management review and approval
Maintained daily, monthly & annual financial reporting for the company, and assisted in all aspects of the accounting and finance functions
Maintained current knowledge of financial and accounting procedures
Maintained current knowledge of bank policies, practices and laws
Handled large volume of invosives and purchase order processing
Handled all accounting, purchasing & payroll for the entire store
Handled daily cash flow analysis for the bank and assisted in month end closings
Handled multiple tasks and managed the daily activities of a portfolio consisting primarily in the preparation of financial reports
Handled daily accounting operations for a $2 billion business
Handled multiple projects and tasks in a fast- paced environment, while maintaining strict confidentiality
Handled large amounts of money and made sure all the paperwork is accurate
Perform basic financial accounting functions for the purpose of maintaining and improving financial performance
Perform extensive analysis of financial data to identify and analyze variances
Perform cost analysis and prepare monthly financial reports for the Board of Trustees
Prepared all monthly and quarterly reports for the Controller
Prepared, reviewed and approved financial reports for the Department of Finance
Prepared quarterly and year- end closing packages for the company
Prepared journal entry, financial reports and balance sheets for the company
Prepared annual budgets and forecasts for the company's portfolio of $1B+ in assets
Prepared various reports for the Finance Department, and assisted in preparing the annual budget
Prepared daily and weekly reports for the Director of Financial Analysis
Prepared a monthly report for the Finance Department and prepared a monthly report for the Controller
Prepared and analyzed all journal entry entries for the year, including journal accruing and month- end closing
Prepared annual budget for the Board of Trusters and managed all financial aspects of the business
Prepared the financials for all of our major projects and assisted in the preparation of all financial reports
Prepared all required documents for the sale of a new company
Prepared weekly and bi monthly bank statements for the entire organization
Prepared balance sheets for the year and reconciles to general ledger
Prepared detailed monthly, annual and semi -year-annual financials for the Board of Trusters
Prepared corporate financials for the Board of Trusters
Prepared consolidated financial reports for the Board of Trusters
Prepared reports, presentations for board meetings and staff conferences
Maintain accurate and up-to date records of financial information
Maintain accurate and up-to date records of client accounts
Maintain a high standard of customer satisfaction, and ensure all transactions are completed accurately and in a fast paced environment
Assist with the development of a new process for the accounting department
Assist in the development of financial statements and other related documents
Assist the Director of Finance with various tasks
Assist accounting staff with preparation of financial reports and other documents
Assist all financial departments with the budgeting, reporting and analysis of financial statements
Assist to the Finance Manager in preparing monthly and annual variance reports
Assist with the creation of a budget for all the finance departments
Assist in the planning of financial and accounting procedures for the company
Assist all financial departments with the processing of loans and financial transactions
Assist with the development of financial plans and strategies for the business unit
Assist clients with the review of their income and expense statements, including the analysis of their income and expense accounts
Assist senior management with preparation of financial reports and monthly variance analyses for the department
Assist all departments with the processing of financial statements
Provide guidance and assistance to the finance team in preparing and analyzing financials for the Board of Governors
Developed and maintained a portfolio of $100M in fixed income and variable annuity products
Developed a comprehensive portfolio of credit and investment strategies for the purpose of increasing credit and investment profitability
Developed, maintained and updated accounting records for the purpose of preparing financial reports and supporting documentation
Developed a new accounting system for the firm's business units
Developed, managed and implemented a comprehensive portfolio of fixed assets, including all financial and operational controls
Developed an extensive knowledge of the Federal and state financial regulations, policiesprocedure requirements
Developed & maintained a portfolio of $100 million in fixed income and variable annuity portfolios
Developed the annual operating budget and financial forecast for the organization
Developed strategies to improve the efficiency of financial operations and to improve the effectiveness of financial reporting
Developed detailed accounting policies and controls for the entire organization, including budget preparation and reporting
Developed all accounting and financial reports for the Board of Trustees
Developed processes and controls to improve the financial performance of a $1 billion portfolio
Developed internal control processes and controls for the financial statement
Developed internal control processes and controls to improve the financial performance of a portfolio
Developed and maintained a comprehensive database of financial records and information
Developed a comprehensive, multi -finance financial management and analysis program for the firm
Developed financial plans and strategies for the organization to maximize profits
Developed new financial products and solutions for the company, resulting in a 20% growth of the business
Developed the company financial reporting process and led the team to achieve a 98% on-time close ratio
Developed the financial and business process for a small startup company
Developed an internal financial model for the firm to support a new business development strategy
Developed procedures for the Accounting and Financial Management of a multi-million dollars portfolio
Developed relationships with customers to increase their financial
Developed the annual operating budgets for all departments and developed the annual operating plans for each department
Developed business plans for the Finance department, which were adopted by the Board of Trustees
Developed relationships with customers to establish and expand their banking services
Developed comprehensive business and operational financial models for the firm, including a portfolio of financial products and strategies
Developed procedures for the accounting and finance department to stream-line the process
Developed financial models for the purpose of evaluating and forecasting financial results, including the impact of tax rate, asset class and income on the financial statements
Developed financial models to measure the effectiveness of financial programs and to determine the feasibility of implementing new programs
Developed an internal financial model to analyze the current and future state of financial performance
Developed an extensive knowledge of the financial and business aspects
Developed business plan and budget for the organization, which included all accounting functions
Developed annual financial forecasts for the Board of Trusters
Developed reports for the management of financials and budgeting for the company
Developed internal controls and policies for the financial statement
Developed procedures for the department to ensure that financial reports are submitted to the Federal Government
Supervised all aspects of financial management for a multi -national company
Created a comprehensive accounting system for the firm, which was used to manage all financial transactions
Created an Excel spread sheet to calculate the amount of funds that were needed to pay the company
Created detailed and thorough financial models for the company
Created various financial models to help the Finance department with financial analysis
Created a monthly report for the Finance Department to monitor and track the status of all financial transactions
Created an Excel based reporting package for the company to analyze and report on the company's financial performance
Created new processes and controls to improve the efficiency of accounting functions and to reduce the amount of manual andor electronic entries
Created a new accounting process for the firm's business unit, including a financial reporting system and an accounting budget
Created new business and developed relationships with key clients to increase profitability and customer retention
Created & maintained all internal and external accounting reports
Created an Excel spreadsheet to track the monthly close process for all of the company's financials
Established an extensive knowledge of the banking and finance industries, including financial services
Established financial and operational controls to improve the efficiency of financial reporting and analysis
Established a financial reporting and management process for the Finance Manager
Established relationships with customers to establish and expand their portfolio of loans
Established new business in the areas of credit card, personal loans and real estate
Established financial and administrative policies, practices & standards for the accounting department and its employees
Established relationships with vendors to obtain and analyze financials, prepared monthly reports for Board of Directors and other senior executives
Established strong working knowledge of the accounting and reporting functions
Established all accounting and reporting processes for the organization; including budgeting,.
Established and maintained a financial database for the purpose of preparing and maintaining financial records
Established a new financial analysis system for the firm, which was used by all of the financial analysts
Established procedures for the review of financial data and reports
Established strong relationships with customers and vendors to support the company
Established strong relationships with customers and vendors to support the financial planning and reporting processes
Established business relationships with various banks, lenders and financial institutions to ensure compliance with federal and local laws
Established processes and controls to improve accounting operations, reporting and recordkeeping
Established business relationships with vendors and suppliers, prepared financial reports for senior management
Established internal controls and policies to ensure that the accounting system is in compliance with the GAO and FHA guidelines
Prepare reports and analyze financial information to support the management of financial operations and budget
Prepare budgets, review and analyze financial statements
Directed the preparation of financial and accounting documents for the company's largest and most successful client
Directed a staff of four financial professionals and a portfolio of $1 billion in revenue
Directed daily financial reporting and management of all aspects for the company
Directed over 100 FTE and CPA firms in the preparation of all financial and operational reports
Directed preparation of the annual variance report for all of the company's major accounts
Directed all aspects of accounting functions for a multi -million-year business
Directed day-to -today operations of the Finance Department, which included managing all aspects of the financials and reporting to senior executives
Directed strategic planning and analysis of financials for the company
Oversaw multiple projects and led the team to meet or exceed goals and objectives
Processed and reviewed financial statements for the Board of Trustee
Processed client payments and maintained accurate account of client accounts, including all cash and checks
Processed client payments and prepared monthly bank statements for the firm
Processed and reconciling of financial reports
Processed credit card transactions and maintained accurate cash flow for the bank's branch
Processed vendor invosings and prepared financial reports for management
Processed, reviewed and processed loan applications for the Bank of New Jersey
Processed new business and established accounts
Processed customer transactions and provided accurate information to clients regarding their financial situations
Implemented a process to track and reconcile the daily, monthly & quarterly income statements
Implemented new accounting system for the firm, including new procedures and controls for the firm's financial reporting
Implemented financial controls and procedures to improve the financial reporting and analysis of company's business
Implemented processes to improve the efficiency of financial management and to improve the quality of financial reporting
Implemented policies and processes to improve the efficiency of financial management
Implemented procedures to streamline the process of processing and reporting financial information to the Federal Reserve Bank
Implemented new processes and controls to stream line the accounting operations
Implemented a system to stream-fill the general accounting duties
Implemented processes to ensure timely and efficient funding of the loan portfolio
Implemented several accounting software applications for the bank's clients and assisted in developing new systems for the bank to better meet their financial objectives
Implemented various financial models to measure the performance of various business units
Implemented procedures to improve the financial reporting and management of all accounts payable, receiving and payroll
Implemented a new accounting software to track and report on all the assets of a company
Implemented new processes and controls to improve the efficiency of financial management and reporting
Implemented accounting procedures and controls to improve accuracy, streamline processes and increase profitability
Implemented changes to the financial reporting system
Implemented cost saving strategies to improve profitability and increase efficiency
Implemented procedures to ensure timely and accurate reporting of expenditures
Coordinated all accounting activities for the firm's $2 billion in annual revenues
Coordinated various financial and accounting activities for the firm's clients
Coordinated with the accounting staff to prepare and process financials for the bank
Coordinated with the accounting staff to prepare and review the general ledger accounts for accuracy and proper documentation
Coordinated daily activities of the Financial Services department to meet and exceed the needs of clients
Coordinated multiple financial and administrative tasks for the Director of Financial Services
Coordinated various financial transactions for the firm's customers and partners
Coordinated multiple internal and client financial audits, ensuring accuracy of all data and reporting
Coordinated a $2M annual budget for the department
Coordinated multiple projects and activities for the finance team to ensure compliance with the Bank Secrecy act and other Federal, State & local requirements
Coordinated internal and third parties to ensure accurate accounting of all accounts
Coordinated between the finance and operations departments to resolve any varity in the balance sheets
Coordinated new business and maintained current accounts for the bank
Processed and prepared monthly bank statements
Processed and prepared all required documentation for the Fannie and HAMP programs
Completed a series of training courses to stay up and running on all financial aspects of the company
Completed the Financial Aid and Finance Management Course at the State University of North Carolina
Completed and processed a variety of transactions for the company's clients
Completed multiple financial and accounting projects for the firm's clients
Completed daily and weekly reports for the Director of Financial Operations
Completed loan application and reviewed financial information to ensure compliance with federal and State regulations
Completed required financial analysis and reporting for the purpose of identifying and resolving financial issues
Completed a series of increasingly difficult and rewarding projects with a focus on the financial and operational aspects of a small-business
Completed the required financial and administrative duties for the accounting firm
Completed a financial report for the company
Completed annual financials and variance reports for management, staff
Completed monthly and yearly reports for the Finance department and assisted with monthly financial close
Completed credit applications and prepared loan packages for underwriter approval
Completed all aspects of the business including but was also responsible for the preparation of financial statements and reports
Completed financial analysis and provided guidance to the Board of Directors on all financial activities
Completed various financial and administrative projects for the Finance department
Operate accounting system to process financial statements and other related reports
Served on the Executive Committee for a multiyear project to develop and manage the Finance Department's budget
Served in the capacity of a CFO and was the primary liaison between clients and various financial services firms
Served various clients in the areas of financial planning and accounting
Served primarily in the areas of credit and financial analysis, as well
Served to assist in the preparation of financial reports for clients
Served on the Audit and Financial Reporting Committee for the Board of Directors, and was responsible for the review of all corporate and financial transactions
Served the company in a leadership capacity and managed the company's financial operations
Served customers with a friendly demeanor and assisted in the processing of their accounts
Served multiple positions in the Financial Industry, Finance & Operations
Served all levels of accounting for the firm including, general ledger and financial statements
Served multiple clients in the financial services sector, providing guidance and support to senior level management
Served multiple clients in the mortgage industry, primarily for small and mid-cap businesses
Ensured that the company's budget and expenses are within the company's guidelines
Ensured that the financial statements and related documents are in accordance with GAAS and Fannie Mae regulations
Ensured the accuracy of all accounting and finance reports, prepared monthly financials for the Board of Trustee, and maintained all accounting files
Ensured accuracy of all GL accounts and financial reporting for the company
Ensured proper documentation of all financial data and reports for the accounting department, including all financial transactions
Ensured financial integrity of the firm by conducting financial analysis and reporting
Ensured a high degree of compliance with the FHA and VA regulations, including compliance with the Fair Housing Act and HUD guidelines
Ensured a smooth and timely processing of the monthly, year-end and annual tax returns
Ensured appropriate funding for all loans and ensured that the funding was in compliance with all applicable laws and guidelines
Ensured high level of customer service and compliance with company standards
Ensured the accuracy of financial data and reporting, prepared monthly reports for senior management
Ensured accurate and complete reporting of financial information for each account
Ensured timely and efficient reporting of financial data to the General Ledger and other departments
Ensured adherence to the company and GAO guidelines for reporting
Ensured appropriate documentation of transactions and financial reports for each transaction
Ensured all accounting and reporting processes were in place to support the business
Ensured the accuracy of monthly and quarterly reports, including the financial status of all loans
Ensured appropriate documentation and compliance with all federalstate regulations
Ensured data integrity and reporting was accurate
Handle a variety of transactions including deposits and loan sales
Ensure the timely and accurate preparation of all monthly financial reports
Ensure efficient and timely processing of financial statements
Ensure compliance with the FASMA and SEC guidelines for all financial products and transactions
Ensure accurate and compliant accounting of financial data for multiple business units
Ensure the timely and effective completion of financial reports
Ensure the accuracy of financial data and reporting for the purpose of preparing financial and accounting reports
Trained new hires on the proper use of all financial instruments
Trained over 200 employees on the proper procedures for processing and closing loans, including the proper documentation of loan documents
Trained all employees on the new accounting software, and created a monthly report for the accounting department
Trained to analyze and evaluate the performance of financial products and services
Trained all staff on the proper procedures for handling and closing loans
Trained on the new system and how to properly manage the accounts
Trained, supervised and mentoring over 20 associates in the areas of financial analysis and reporting
Trained by the CFO to assist in all accounting and financial functions for the firm
Trained employees on the use of various accounting systems and software
Trained staff of 15 employees in the preparation and processing of financial statements
Trained to analyze and interpret the data, develop financial forecasts and analyze the results
Trained on the proper way to process and file tax forms
Trained for the role of Finance Director and worked with the Accounting Department to ensure proper documentation of financial information
Trained employees on the accounting process and assisted in developing a new accounting procedure
Trained a staff of four to develop and maintain a highly productive, high-performance team
Trained and supervised new staff, prepared financial statements for the bank
Trained to manage and oversee the accounting operations of a $2 billion dollar, multi-national company
Trained on the new software and procedures for accounting, including the creation of a monthly financial statement
Trained employees on the accounting procedures and processes of a large, complex financial services firm
Trained for the position of Financial Analyst and Senior Manager
Reviewed and analyzed all financial data for the department and prepared financial reports for the department
Reviewed financial reports and schedules to project future sales volumes and determine profitability of the company
Reviewed monthly and year-to -year budgets for the company
Reviewed monthly and annual financial reports to determine the profitability of each department and to ensure that the financial performance of all department was in accordance with the company policies and government regulations
Reviewed loan documents for accuracy and compliance with FHA guidelines
Reviewed credit, property and casualty policies
Reviewed client financials and credit histories to develop short-term strategies for clients
Reviewed accounts and financial statements to identify areas of opportunity and develop strategies to meet the needs of clients
Reviewed various loan applications and made recommendation to the underwriting department
Reviewed P &L statements and financial reports to ensure compliance with GAOP and Fannie Mae
Reviewed bank reconcits and income statement for compliance with federal and state laws
Reviewed loans for compliance with FHA and Freddie Mae regulations
Reviewed financial data and trends to identify areas of potential risks and opportunities, developed strategies to mitigate risk
Reviewed financials and analyzed the results to ensure accuracy and compliance with company policies
Reviewed credit, financial and asset documentation to identify potential fraud andor abuse
Reviewed loan applications for completness and adherence to policies, procedures
Reviewed accounts and made necessary changes to resolve delinquents accounts
Reviewed over 100 loans for completions and made sure that all documents met the guidelines
Reviewed journal entry entries for accurate and proper reporting of financial information
Reviewed bank statement and financial data to prepare for the next day's business
Reviewed financial statements and reports to measure profitability, tax compliance and budget vari-.
Reviewed monthly and annual budget reports, analyzed financial information and made adjustments to the financial statements
Reviewed monthly financial reports and made recommendations to the Executive Director on financial matters
Reviewed loan applications and made recommendation to the underwriters
Reviewed credit reports and other documents to verify that the borrower has sufficient funds to repay the mortgage
Reviewed vendor invosives and prepared monthly reports for management
Reviewed various financial reports to ensure accuracy and compliance with company policy, procedures
Reviewed vendor statements and made corrections as necessary to balance
Reviewed general ledger entries for compliance with accounting standards and GAAS requirements
Reviewed loans for compliance with Fannie and H
Utilized extensive research and analysis to determine the best investment options for clients and their businesses
Utilized extensive research and analysis to develop a financial plan for the company's largest clients
Utilized financial software to prepare and analyze monthly, year end financial statements and other reports
Utilized extensive research and analysis to determine the most cost effective and efficient methods of processing financial transactions
Utilized knowledge of the financial and operational aspects to ensure that the company was in line with all regulatory and accounting standards
Utilized my knowledge of financials to help the organization grow and prosper financially
Utilized advanced analytical and problem-resolution techniques to resolve discrepancies, identify and correct variances
Utilized internal and third party software to analyze, develop and implement financial strategies for the company
Utilized Bloomberg and Fidelity to develop financial reporting for the Board of Trustees
Utilized my knowledge of accounting and finance to provide excellent service
Utilized Quickbooks to manage the financial reporting for a small business
Utilized a proprietary financial management tool to analyze and report on the financial condition of various companies
Utilized Excel to prepare and submit financial reports for the Federal Reserve Bank, and other financial institutions
Utilized extensive research and data gathering to identify key areas of opportunity and recommend solutions to meet those needs
Utilized various accounting and reporting tools to analyze varity, variance and cost of operations
Utilized Microsoft Office, Word & PowerPoint to develop and execute financial plans for clients
Utilized proprietary financial modeling tools to identify and resolve discrepancies in the financial statement
Utilized Oracle, MS Access to manage and analyze all aspects of the business
Utilized strong accounting and analytical skill to prepare monthly, year-end and annual tax returns
Utilized advanced analytical, problem resolution and decision support
Utilized knowledge of the Federal, state and federal regulations to prepare financial statement and balance sheet
Utilized multiple computer applications to manage and maintain the general ledgers, including Quick Books and Excel
Utilized an Excel Spreadsheets to create and track monthly, quarterly & year end close
Utilized QuickBooks to process monthly and annual tax return
Utilized the FAS-B to prepare and analyze financial reports for the Federal Government
Utilized a variety of software applications to prepare and maintain financial statements for clients
Utilized a variety of software to prepare and analyze the financials of various entities
Utilized a variety of reporting software to analyze and prepare financial reports for the President and CEO
Utilized extensive knowledge of bank's financials to prepare and present monthly financials for the board of Directors
Utilized QuickBooks to create and manage budgets for multiple projects, while maintaining a budget of over $10,500
Utilized SAP to track and analyze varities, including cash flows,.
Utilized advanced Excel spreadsheet and database to prepare financials for the company
Utilized various accounting systems to process and analyze data for financial statements
Utilized Fannie and HARP to obtain funding for various mortgage programs
Utilized multiple accounting systems to prepare financial reports and analyze varities, including balance sheets
Utilized credit bureau and bank statements to determine the credit worth of each individual
Led the development of a comprehensive, integrated portfolio management and financial reporting process for the company's $2B portfolio
Led multiple teams of accounting and financial professionals in the preparation of monthly, quarterly and annual financial reports
Led accounting team in the creation of a comprehensive accounting and financial reporting system for the company
Led an accounting staff of four (3), including a Senior Account Executive and two Accounting Managers
Led global financial analysis and planning for the company
Led business analysis and forecasting for the division's financial statement
Led strategic and operational initiatives to achieve company objectives, maximize profitability and increase efficiency
Led the planning of all finance and financial reporting for the company
Led cross functional project to create and manage a comprehensive, integrated financial management system for the company
Led business analysis for the financial statement and prepared quarterly, annual reports to the SEC
Led teams of 5 to 20 in the development of a new financial model for the company
Led a team of 10 accounting professionals in the creation of a comprehensive financial management program for the company
Led all aspects of the company's operations including finance, treasury and accounting
Led financial analysis and reporting for the Board of Governors
Led efforts to streamlining the accounting processes and improving efficiency of the accounting team
Led strategic planning and implementation of new business initiatives for the firm
Led quarterly and year to month variance analyses for the entire company, including all aspects of the financial reporting
Supervise daily cash and credit transactions
Supervise Accounting staff and ensure that all financial reports were accurate and timely
Supported the financial statement preparation and reporting for the company
Supported management with monthly and annual budgeting
Supported Senior Management in the development of financial and accounting procedures
Supported and managed the accounting operations of a small, mid-size business
Supported general accounting staff by performing month end closing and preparing journal entries, reconciled bank statements and other financial documents
Supported Chief Executive Officers with financial analysis and preparation of monthly, quarterly financial statements
Supported internal and third party vendors with the development of a new financial model for the company
Supported the Chief Operating officer with all financial and administrative tasks
Supported a portfolio of clients with various business and investment objectives
Supported senior executives with monthly, weekly and quarterly reporting for the Board of Directors
Supported Senior Management in the planning and implementation of financial reporting, budget analysis and forecasting
Supported and managed the financial activities of a multi -billion dollar company, including the preparation of monthly journal entry entries and the management of all financial reporting
Supported multiple clients with complex accounting and finance tasks including accounts payable, payroll and general ledger
Supported various projects and initiatives including the creation of a comprehensive financial plan and the creation of a new business model
Supported management in the planning of financial and accounting functions, including preparation of financial and accounting reports
Supported a team of finance analysts and senior managers in the planning of financial and business development initiatives
Supported all aspects of the company's operations, from financial reporting to budget management
Supported senior management in the development of a comprehensive, cost effective financial plan for the company
Supported all aspects of the business including financial analysis
Supported and assisted in the development of a financial plan for the organization
Supported and assisted in the development of a financial analysis and budget for the department
Supported CFO with preparation of financial reports and presentations
Supported various departments in the financial services department, such as Accounts Receivable & Bank Reconciling
Supported portfolio management and accounting staff with monthly financial statements, account analysis and preparation of monthly reports
Supported internal and third parties with financial analysis
Projecting and analyzing the results of financial analysis
Project and Financial Analysis (Finance). Developed a comprehensive, multiyear financial plan for the firm
Project managed the preparation of monthly financial reports for the Board of Trustees
Operated the company as a cash handling and customer services specialist
Operated the accounting system for a large, international financial services firm
Operated an accounting system that allowed for the accurate and efficient processing of financial transactions
Operated accounting system to track and report on financials
Operated multiple accounting software programs to process and record all accounts payable invosions
Operated a variety of automated and semi - manual systems to record, analyze and process financial data
Operated Quickbooks to process and track financial data, prepare monthly reports for management review, and assist in the creation of monthly reports for management review
Operated an automated system to record and process financial information, including cash flow and expense reports
Operated credit bureau software to record and analyze customer financials
Operated accounting system to process financial statements and prepared journal entry entries
Operated both a Quick Books and Excel spreadsheet to maintain the financial information for each client
Operated the accounting software and performed general office support duties
Operated cash register and handled all customer relations
Operated an accounting system for the company's largest customer
Operated accounting software to manage and track financial information for the entire organization
Operated multiple computer programs to record, track and process all loan transactions
Operated automated cash registers to itemize and complete a variety of transactions
Review and analyze all financial data to ensure accuracy and completeness
Reviewed and analyzed all invosives for the purpose of preparing monthly financials
Reviews and reconciled financial reports for the Department of Finance
Review daily financials for all departments and make necessary changes
Review client financial information to ensure accuracy and complete loan
Review the financial statement and make adjustments to the budget
Composed, edited and proofed financial statements for the company
Composed financial reports, including cash flows and variance analyses, for the purpose of preparing monthly financials
Composed reports for management and senior staff on a weekly, monthly and annual basis
Composed effective financial statements and analyses for a $2 billion portfolio of commercial real property
Composed internal and client financial statements
Composed a comprehensive analysis of the company and financial position, including a thorough analysis of the company and business structure
Composed all monthly and year to month reports for the department
Composed detailed reports on the progress of each client's portfolio
Composed various reports and memorands for the Director of Operations
Composed effective financial analysis of the company and presented to management
Composed internal and third parties reports for the purpose of preparing financial statements and other reports
Composed financial statements and analysis of the company
Composed all financial statements for the company and its affiliates
Composed & drafted monthly reports for management
Composed a variety of accounting and financial documents for the company's clients
Composed a variety of business and financial statements for a variety of companies
Composed quarterly financial reports for the Board of Trusters
Composed daily reports for the Finance Manager and Senior Financial Analyst of the company
Analyzed various financial data and made appropriate adjustments to accounts
Analyzed data and made recommendations to senior leadership on financial and operational matters, including the development of policies and procedures
Analyzed varities and prepared monthly reports for senior executives and clients
Analyzed daily cash flows, financial reports and forecasts to ensure compliance with company policies and procedures
Analyzed market trends and developed financial plans for the firm's clients
Analyzed various reports to determine the status of financial transactions and prepared monthly, quarterly or annual financial reports
Analyzed financial data and made appropriate decisions to ensure that the financial statements and related reports were accurate
Analyzed the current state of financial statements and developed a new process to reduce the number of errors
Analyzed data and developed spread sheet to forecast monthly revenue and expenses
Analyzed business and credit card accounts to identify potential risk and opportunities
Analyzed loan portfolio and financial information to identify potential fraud and abuse
Analyzed business and market data to determine financial status of potential clients
Analyzed various accounting systems and financial statements to ensure compliance with GAAP and SEC guidelines
Analyzed bank's balance of cash and securities to identify potential risks
Analyzed vendor statements to identify and reconcile varities, prepared monthly financials for senior management, and reconciles bank accounts
Analyzed and reconciles bank accounts, including all income and expense
Analyzed financial statements and other reports to measure performance of financial services and to measure the effectiveness of financial programs
Analyzed all financial information and made recommendations to the Controller
Analyzed data and made appropriate decisions to improve the efficiency of financial operations
Analyzed all financial information for the company and made necessary corrections to the financials
Analyzed variances and recommended solutions to mitigate risks, including the development of a risk management program
Analyzed client's business and credit reports to identify potential risks and provide recommendations for resolution
Analyzed various financial statements and reports to identify areas of potential variance and to identify areas of improvement
Obtain a challenging leadership position with an established organization that offers opportunity for growth and development
Obtain, compile and analyze data to prepare reports for Board of Directors and other senior management
Conducted research and prepared financial statements for the purpose of analyzing and evaluating financial information
Conducted a variety of financial analyses and analysis to determine the financial viability of various projects
Conducted due-in and credit analysis of various loan programs
Conducted extensive analysis of financial data and developed a detailed analysis of the business
Conducted extensive financial and accounting research, analyzed data to identify trends and opportunities, developed financial models to forecast future revenue and expense
Conducted credit and cash analysis for the entire portfolio of loans
Conducted market analysis to develop and execute strategies for the sale of real and personal
Conducted research and analyzed varity of funds
Conducted internal andor client-specific audits of all bank accounts
Conducted a variety of internal andor third parties research to identify and analyze financial trends, including the use of internal andor Third- Party data
Conducted annual financial and business review of the bank to identify areas for cost savings and improvement
Conducted credit and financial analyses of clients to ensure they meet the financial needs of their business
Conducted audits of financial institutions and credit card accounts for the purpose of determining creditworthiness and compliance with federal regulations
Conducted monthly, semi yearly and annual reviews of financial statements
Conducted market research and analyzed data to identify potential business opportunities and determine profitability
Conducted extensive research and prepared reports for management review, including the analysis of data and financial information
Conducted comprehensive analysis of all business transactions and prepared reports for senior leadership
Coordinate with the finance department to review and analyze the budget process
Designed and developed a new accounting department for the firm, which included a new filing system, and an internal audit department
Designed a system to track and report on the status of all loans and credit cards
Designed an internal control system to ensure compliance with the Federal Reserve
Designed Excel spreadsheet to track and report on the financial performance of all departments
Designed complex financial reporting and management system for the firm's largest client, including a comprehensive financial analysis and reporting package
Designed detailed and accurate financial statements for the Board of Trustees
Designed accounting procedures and policies for the department, which resulted in a more efficient and accurate accounting process
Designed and developed a financial analysis program for the US Government
Designed, implemented & executed a comprehensive accounting program for the company
Designed financial model to evaluate the effectiveness of various business initiatives
Designed & developed a financial analysis and report for the Department of Finance and Accounting
Designed new financial systems and implemented them into the accounting systems
Designed new process for tracking and analyzing financial statements; Developed new reporting system for accounting department
Designed an automated financial report for the Finance department to be used by the Finance Manager
Designed Excel spreadsheet to manage and analyze all the data for each month of fiscal reporting
Designed business plans for the purpose of developing and executing new business
Designed accounting procedures and controls to ensure accurate financial statements, and prepared reports for the Board of Trusts
Designed, developed and maintained a comprehensive portfolio of commercial and institutional loan products
Designed financial models and procedures for the company
Designed the financial models and led a group of finance professionals to develop and deliver a comprehensive, cost effective accounting and financial reporting system
Designed financial models to measure the effectiveness of financial institutions' operations and to evaluate the effectiveness of their operations
Designed all financial reporting and management systems for the organization
Designed an accounting program to improve the efficiency of accounting operations and to improve the efficiency of accounting operations
Designed Excel spread sheets for the accounting team to analyze and reconcile the monthly expense report
Lead the team in all phases of financial reporting and management
Lead the accounting department in all areas of the company's financial reporting
Lead the team in all facets of financial management and operations
Lead a $10MM project to implement the company\'s first financial reporting platform
Lead a group of finance managers and consultants to create a new financial reporting system for the company
Lead the team in all phases of financial reporting including budget preparation, forecasting and analysis
Lead team of analysts to develop and execute a new financial statement for the bank
Accomplished financial analyst with extensive knowledge of the banking and finance industry
Accomplished accounting and business management experience with a strong track-record of achievement in financial management, business process improvement and cost control
Accomplished by developing and implementing a comprehensive variance reporting system for the company's financial statement
Accomplished the ability to manage and analyze all financial aspects of the company's business
Accomplished Business Development Professional with over 20+ year's of experience in the financial industry
Accomplished executive with a proven record of managing large and diverse portfolios
Accomplished accounting and business professional with over 20+ year of experience in financial management and accounting consulting
Accomplished senior executive with extensive knowledge of business and finance, including financial analysis of business and finance operations
Accomplished at developing and implementing financial policies, strategies for achieving revenue and profit objectives
Accomplished the ability to work with a diverse client population and meet their individual needs
Accomplished the financial objectives of a company by preparing and implementing financial plans; analyzing results, developing strategies and evaluating financial results
Accomplished financial analyst with a strong trackrecord of managing complex and time sensitive transactions
Accomplished Financial Analyst with a strong background in the areas of credit and financial planning
Accomplished by developing and maintaining a strong knowledge of the financial and operational processes
Accomplished Senior Financial Advisor with over 10+ year's experience in the financial and accounting industry
Accomplished by working with the Federal Reserve, Treasury Department and various financial institutions to resolve issues and provide timely financial reporting
Reconciled general ledger accounts and processed credit memos for the bank
Reconciled multiple accounts and prepared financial reports for senior executives and clients
Reconciled the general fund and fixed income portfolios for the entire company
Reconciled daily bank transactions with monthly financial reports and reconciles bank statements for the entire company
Reconciled monthly bank accounts to ensure accuracy and compliance with federal, State & County tax laws
Reconciled vendor statements and handled all accounts receivable
Reconciled vendor statements and handled payment transactions for the firm