Finance Specialist Resume Samples

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A Finance Specialist works with customers to help them develop their financial goals for both the short-term and the long-term. After assessing the customer's needs, a Finance Specialist may attempt to sell them insurance, investments services, or certificates of deposits. A Finance Specialist's resume will usually list such skills as being responsible for updating and analyzing balance sheet accounts on a monthly basis, and journalizing debits and credits to bank accounts. A sample Financial Specialist resume will list a Bachelor's degree in either finance or marketing as the minimum educational requirement.

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1

Finance Specialist

Managed the planning, reporting & analysis of a Global Business Architecture & Human Resource budget

  • Produced monthly financial and headcount reports to be distributed to Global HR and Global Markets operations leads that allowed executives to make key business decisions
  • Developed financial tools in Access and Excel used to provide ad-hoc analysis of financial data to be distributed to firm executives
  • Implemented accounting control enhancements and process improvements through the creation of off-line financial reports
  • Partnered with technical team to develop and deploy a global productivity reporting tool that created key metrics that enhanced productivity
  • Developed training materials for a productivity reporting tool that was referenced by a global user base
  • Provided functional and secondary technical support for global financial reporting tools
Candidate Info
8
years in
workforce
3
years
at this job
BA
Economics, The University Of Illinois
2

Supply Chain Specialist Senior / Finance Specialist

Processed Purchase Orders, Investigation Requests (IRs), Request for Quotes (RFQs) and Negotiation Documents

  • Monitored open order items over one year old and worked to improve export shipment dates
  • Worked with Financial Shared Services personnel to resolve payment issues
  • Expedited approvals for payments through the program offices
  • Initiated wire transfer payments for FSS processing and [company name] Treasury and maintained metrics log
  • Implemented and maintained key metrics of activities
  • Provided Network Activity (NWA) charges to FSS for all "No P.O." billings: American Express, telephone charges, car rentals, Citibank, Visa billings, etc.
Candidate Info
19
years in
workforce
9
years
at this job
3

Finance Specialist

Acted as the financial liaison between interdepartmentally, being the first step for inquiries regarding financial policies, donations and/or fundraising account discrepancies.

  • Managed the financial accounts of over 2000 participants with revenue of over $20,000,000.00.
  • Ensured accounts were charged and/or credited accurately & problem-solved inconsistencies.
  • Provided administrative support to the Finance Director in research, analyzing and reporting while having high discretion.
  • Maintained and updated Dashboard database to reflect changes in participant financial accounts.
  • Was responsible for creating all new participant fundraising accounts.
  • Processed all participant reimbursement requests, making certain funds were available for pay.
  • Provided food, lodging and travel arrangements for over 75 participants traveling internationally.
Candidate Info
17
years in
workforce
2
years
at this job
BA
Communication
4

Finance Specialist

Developed multiple finance and sales processes to enable the highest revenue and customer experience.

  • Developed multiple finance options directed towards high net worth clients, increasing revenues.
  • Trained finance specialists on finance language enabling clients better understanding of benefits.
  • Maintained high levels of customer service while managing each applicant's and support staff's expectations.
  • Maintained knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines.
Candidate Info
21
years in
workforce
16
years
at this job
Business Administration
5

Accounting/finance Specialist

Developed and maintained client product databases, spreadsheets and related management reports for budget development, invoicing and administration

  • Conducted meetings to forecast budget and complete variance analysis
  • Provided support to sales team and processed orders to ensure finance goals were met
  • Computed, recorded and reconciled numerical data to maintain financial records
  • Reviewed reports for accuracy of figures, calculations and postings pertaining to business transactions
  • Collaborated in restructuring software operations to make more user-friendly, increase accuracy and enhance customer service
Candidate Info
7
years in
workforce
2
years
at this job
AS
Business Administration
6

Trade Finance Specialist

Monitored daily credit exposure including pre-clearing of trade requests and analysis of new transactions to ensure compliance

  • Reviewed, analyzed and approved master netting agreements, parent company guarantees, letter of credit and ISDAs
  • Handled new counterparty requests for customers and vendors
  • Analyzed all physical business transactions by counterparty for credit compliance including exposure by daily delivery, exposure grouped by month going forward, tenor exposure and notional value
  • Handled daily cash flow forecast
  • Communicated with customers regarding payment confirmations & late payments, handled the releasing of payments, as well as charge and process of interest invoices
  • Assisted in acquiring Parent company guarantee renewals and audited financial statements
Candidate Info
8
years in
workforce
1
year
at this job
BS
Accounting
7

Finance Specialist II

Managed deductions and check processing for over twenty retail and store brand accounts across the US in support of Sales, Supply Chain and Customer Finance.

  • Utilized SAP R/3 to process over $9 million in deductions in fiscal year 2011
  • Issued over $11 million in checks annually
  • Reduced service fees by over $110K for key food account in fiscal year 2011
  • Analyzed contracts, pricing and data for discrepancies against claims
  • Followed established matrix guidelines and standard operation procedures to ensure claims were processed in compliance with internal audit requirements
  • Developed collaborative working relationships with multiple internal and external customers and sales to manage balances
Candidate Info
27
years in
workforce
2
years
at this job
BS
Business Administration
8

Student Finance Specialist

Assisted students with Financial Aid documents and counseled them about their career path.

  • Provided students with an overview of the enrollment and financial process as first time college students through initial interviews.
  • Maintained student's files up to date and assisted in the preparation of internal and external audits, completed tracking reports, payment and loan disbursements and other monthly reports.
  • Conducted exit counseling upon student's graduation to assist them with student loans.
  • Developed and conducted entrance and exit workshops for students.
  • Attended various workshops and trainings for professional development.
Candidate Info
12
years in
workforce
8
years
at this job
BA
English
9

Finance Specialist I

Produced and processed timely and accurate invoices for Cost Plus; Fixed Price, and Time & Material government and commercial contracts

  • Recorded and reconciled inter/intra-company transactions
  • Reconciled and analyzed AR reports with the aim of reducing AR aging and write-offs in accordance with department goals
  • Identified opportunities to increase revenue by implementing process improvement and supporting tools
  • Developed, delivered and enhanced the central repository for the billing department using Sharepoint Server
  • Supported the implementation and development of multiple projects utilizing webparts; workflows, lists, and libraries via Sharepoint Server
Candidate Info
1
year in
workforce
1
year
at this job
BS
Finance
10

Finance Specialist

Ran technical reports in regards to Finance in multiple markets including USA, Canada, Japan, and Australia.

  • High level of customer service provided to customers in regards to explaining the finance aspect of the business.
  • High level of critical thinking skills involved in running finance reports to ensure accuracy.
  • Trained current and new employees on the Finance portion of the business.
  • Trained in multiple types of equipment, GE medical radiography equipment, Phillips Fluoroscopy equipment, Carestream Digital portable X-ray unit, C-arm Fluoroscopy unit, pacs/synapse system.
  • MS word, MS excel, MS outlook, MS powerpoint, and MS access.
Candidate Info
13
years in
workforce
13
years
at this job
AAS
Nutrition

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