Financial Coordinator Resume Samples

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Financial Coordinators are responsible for maintaining a company’s financial records and solving discrepancies. Main job duties listed on a Financial Coordinator resume sample are balancing the books, collecting financial data, processing invoices, tracking journal entries, preparing budgets, taking part to business meetings, providing resolution, and making recommendations to enhance financial operations. Based on our collection of resumes in the field, successful candidates can demonstrate the following skills: financial and accounting expertise, recordkeeping, detail orientation, accuracy, effective communication, and analytical thinking. At least a Bachelor’s Degree in finance or a similar field is necessary.

1

Financial Coordinator

Held responsibility for reviewing and approving accounts payable, entering invoices, scheduling payments, and issuing lien releases pertaining to completed projects. Utilized QuickBooks and Sage accounting software to reconcile bank accounts and prepare financial reports.

  • Oversaw project budgets, ensuring timelines and expenses were on track and communicated with project management team on status of where they were in respect to staying within guidelines.
  • Created profit and loss statements and reviewed the information with upper management to identify areas where growth and expenses could be adjusted.
  • Assisted with projections to company's bottom line along with suggesting areas where growth could occur within the organization.
Candidate Info
2
years in
workforce
1
year
at this job
BS
Agribusiness Economics With Minor
2

Financial Coordinator

Responsible for quantitative data analysis, developing, and overseeing the operating budgets for four distribution centers in the region in order to achieve business opportunities, growth, and financial profitability.

  • Reconciled monthly P&L statements for my region and communicated any reclasses, accruals, and journal entries to Corporate Accounting. Established standard costs for financial projections, and analyzed the fixed/variable overhead costs. Communicated budget variances to key stakeholders both internally and externally.
  • Responsible for all purchasing in the region; controlled costs by building exceptional vendor relationships to secure better pricing on consumables. Implemented controls and procedures that centralized purchasing while utilizing Integrify / Lawson, thus avoiding unnecessary expenditure and cutting administrative costs.
  • Processed and maintained electronic records of all invoices for the region, including all capital expenditures associated with a 900,000 square foot facility startup. Effectively maintained vendor contracts, researched payment histories, and reconciled account statements.
  • Facilitated the payroll process by reconciling employee time cards, ensuring employees were allocated to the appropriate labor account for accurate labor standards reporting.
Candidate Info
16
years in
workforce
3
years
at this job
AA
Business
3

Events & Financial Coordinator

  • Voted Head Coordinator and led 5 other event coordinators during each event
  • Organized [company name] 2015, the largest community service event in Kentucky and led 1,300 students to service about 100 non-profit agencies in Lexington
  • Successfully secured donors for each event through phone prospecting, email, and cold calling alumni. Successfully raised $60,000 funding
Candidate Info
2
years in
workforce
10
months
at this job
BBA
Finance
4

Financial Coordinator

Serve as the lead for our administrative expenses benchmarking project. Involves working with consultants to conduct interviews, gather and interpret data, and engage in complex financial modeling. Requires in-depth analysis of financial information, presenting and explaining results to leaders, working to resolve issues with the interpretation of the data, and troubleshooting issues in the financial model.

  • Responsible for two special projects that involved gathering and synthesizing our administrative expenses from all company divisions, requiring the classification of the expenses into eight core processes and sub-buckets. Created a complex EXCEL spreadsheet to perform all of the calculations and to organize the data. Presented the data to upper management, including the CFO and CEO. Involved several team meetings with the CFO and Division Heads.
  • Responsible for all FTE (Full Time Equivalents) reporting. Worked with three financial analysts to compile all budgeted heads for the cost centers into one comprehensive spreadsheet and walk. Responsible for creating new FTE reports using several different data downloads, requiring complex EXCEL modeling. Created multiple monthly reports showing several different views and analyses of the FTE data for presentation to the CFO.
  • Served as a team lead for a project which classified all administrative cost center expenses to product segments. Involved creating an allocation template for the use by the cost center leaders and performing complex calculations to properly allocate the expenses. less
Candidate Info
22
years in
workforce
2
years
at this job
BA
Economics And Management
MS
Accountancy
JD
Juris Doctor
5

Client Financial Coordinator

  • Managed receivables and discretionary cash accounts for all clients using QuickBooks.
  • Designed and implemented a spreadsheet-based system for managing client cash accounts.
  • Coordinated weekly distribution of client funds alongside multiple managers and across all LOCs.
  • Acted as a family liaison to develop client financial plans.
  • Point of contact for many families to discuss payment plans, as well as any other treatment concerns.
Candidate Info
6
years in
workforce
5
years
at this job
AS
Nursing
BA
Mass Communication
6

Lead Financial Coordinator

  • Assisted with team building initiatives, overall support for the financial team, and maintained organizational culture and employee morale.
  • Managed all incoming accounts and reviewed financial agreements and patient’s financial obligation.
  • Responsible for credit collections on all accounts by contacting the customer by phone, e-mail and written correspondence.
  • Managed, tracked and monitored all incoming funds via weekly reports.
Candidate Info
6
years in
workforce
1
year
at this job
AAS
Medical Assisting
BBA
Organizational Management
7

Financial Coordinator

Effectively manage the schedule of current and new patients for two dentists and three hygienists

  • Responsible for maintaining accurate insurance information
  • Insure collection of patient payments
  • Present detailed treatment plans to patients and secure financial arrangements
Candidate Info
12
years in
workforce
5
years
at this job
8

Associate Financial Coordinator

  • Built financial models to support the operational initiative, and analytical endeavors.
  • Gathered organizes and documents financial information.
  • Prepared and submitted prior authorizations promptly.
  • Monitored policy developments that impact the reimbursement success of products.
Candidate Info
19
years in
workforce
8
years
at this job
AS
Business Administration
BS
Business Management
MA
Health Care Administration
9

Financial Coordinator Supervisor

  • Lead a team of nine Financial Coordinators over counties in Central and North Texas, including the Dallas Fort Worth Metroplex
  • Responsible for improved financial outcomes within 40+ Dialysis Centers serving 5000+ patients
  • Audit financial, compliance and procedural accuracy of employee interactions with patients
  • Provide backup financial coordination as needed to ensure excellent coverage
  • Lead new business initiatives resulting in increased patient insurance coverage and satisfaction
  • Assess new business ventures and adjust financial coordination coverage based on patient population shifts and anticipated growth
  • Review and implement new processes to ensure best practices in the face of ongoing health insurance regulatory and program changes
Candidate Info
20
years in
workforce
11
months
at this job
BA
Social Work
10

Financial Coordinator

  • Create and maintain an annual budget of approximately $58,000
  • Develop contracts with professional speakers for the All Campus Leadership Conference
  • Oversee The Big Ten Leadership Network, a network dedicated to improving student leadership through a focus on goal
  • Update and maintain all social media websites for the organization to encourage current, past, and future members to produce
  • Design the Student Leadership Program's website (students.wisc.edu/slp)
Candidate Info
11
months in
workforce
11
months
at this job
C
Leadership
C
3d Art
BA
Personal Finance

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