Financial Services Manager Resume Samples

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Financial Services Managers oversee sales representatives and associates to ensure that they are meeting their sales quotas. Financial Service Managers can be found in the fields of insurance, investments, and mutual funds. Sample resumes of Financial Service Managers include skills like mastering bank policies and procedures, and managing a client's experience by coaching them and modeling quality service at each interaction. Financial Service Managers list degrees in the fields of accounting, finance, investments or tax planning on their resumes.

For more information on what it takes to be a Financial Services Manager, check out our complete Financial Services Manager Job Description.

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1

Financial Services Manager II

Managed a district of sales offices throughout Rhode Island and Connecticut (30+ employees)

  • Led the district to produce over $210,000 in bank revenue growth for 2006 while exceeding the district revenue goal by 200%
  • Managed a private portfolio with a deposit base of $25,000,000
  • Ranked as highest producer in the Northeast and was presented with the President’s Club Award in 2007, First Horizon’s highest sales award
Candidate Info
4
years in
workforce
2
years
at this job
HS
High School Diploma
Business Administration
2

Financial Services Manager

Prepared and executed paperwork finalizing vehicle sales, sold insurance products and arranged financing

  • Consistently led the department in products sold and average profit
  • Personally generated over $100,000 in profit in a month multiple times
  • Earned the highest profit among FSMs at all 9 dealers in the Orlando area July 2007
  • Met all benchmarks for closing percentage and sales as Internet Sales Manager
  • Produced a record number of Internet and phone-based sales as sales rep, as high as 25 vehicles in one month in May 2004
  • Transitioned to primarily repeat and commercial business, generating high volume of sales without the need of company-supplied leads
Candidate Info
9
years in
workforce
6
years
at this job
BS
Biotechnology
Computer Science/business
3

Financial Services Manager

Negotiated the advance percentage on consumer financing with manufacturer banking corporations by utilizing my relationships and liaising between buyers and consumer background sources.

  • Maximized company profit by an average of $400 per sale by selling both core and aftermarket products including financing, extended service agreements, guaranteed auto protection, and roadside coverage
  • Generated approximately $800,000 of financial services profit per year, by selling value-added products.
  • Consistently reached 125% + of projected finance/insurance product quotas.
  • Promoted to management after one month on the sales floor by demonstrating/implementing pertinent knowledge, leadership, and uniquely a uniquely effective sales ability.
Candidate Info
5
years in
workforce
5
years
at this job
BS
Marketing
4

Customer Financial Services Manager

Maintained consistent 98-day Days Sales Outstanding (DSO) on terms of net 90 days by identifying/monitoring key accounts and prior payment habits.

  • Worked ardently to ensure timely payment and customer retention for average $130 million account portfolio through diligent follow-up on delinquent accounts.
  • Provided management with reliable, meaningful tracking tools by developing monthly portfolio forecasting reports and preparing daily collection-versus-forecast data.
  • Identified and resolved numerous legacy issues stemming from improperly credited returns by performing routine audits on credit files under management.
  • Negotiated settlements for overdue receivables resulting in the successful rehabilitation of habitually late paying customers.
  • Demonstrated excellent collaborative management/teamwork skills by working closely with sales force to develop/retain business and resolve customer issues.
Candidate Info
7
years in
workforce
1
year
at this job
BA
Marketing
5

Financial Services Manager

Managed accounting/financial departments for Salt Lake City and Denver recycling plants with a staff of six people

  • Prepared profitability reports, made plant recommendations, prepared reports for fiber purchases and conversion tons, managed budget for each plant
  • Provided actual and forecasted financial reports to senior management in a variety of financial models and briefing slides
  • Prepared and reviewed variance reports and buy prices on a monthly basis to direct budget spending within each plant
  • Assisted other managers with special financial tasks
  • Conducted travel between the Denver and Salt Lake City plants, providing financial and management support
  • Assisted employees in creating individual development plans for morale and personal skills growth and implemented required training within the departments
Candidate Info
12
years in
workforce
6
months
at this job
MBA
Accounting & Finance
Finance
6

Financial Services Manager

Managed accounting/financial departments for Salt Lake City and Denver recycling plants with a staff of six people

  • Prepared profitability reports, made plant recommendations, prepared reports for fiber purchases and conversion tons, managed budget for each plant
  • Provided actual and forecasted financial reports to senior management in a variety of financial models and briefing slides
  • Prepared and reviewed variance reports and buy prices on a monthly basis to direct budget spending within each plant
  • Assisted other managers with special financial tasks
  • Conducted travel between the Denver and Salt Lake City plants, providing financial and management support
  • Assisted employees in creating individual development plans for morale and personal skills growth and implemented required training within the departments
Candidate Info
12
years in
workforce
6
months
at this job
MBA
Accounting & Finance
Finance
7

Financial Services Manager

Responsible for all cash functions of Medical Division - including A/R, A/P and Payroll departments

  • Managed a group of 14 direct and indirect reports
  • Executed Cash management enhancement programs - Procurement cards and Concur Electronic Expense Reporting
  • Built a solid team by turning over almost 50% of Collections staff in first year, while still delivering financial results
  • Delivered Stryker corporate record 24 consecutive months of DSO under 40 days
  • Reduced working capital by 10 days through cash management activities
  • Delivered Cash/Working capital training to others throughout division in various functional departments
Candidate Info
14
years in
workforce
2
years
at this job
BS
Management
8

Financial Services Manager

Oversaw the key business processes for the Western area, managing annual business plans, forecasts, year end close, and balance sheet review. Managed two direct reports.

  • Consolidated department performance reports consisting of national, regional, and local sales.
  • Analyzed actual performance and performance forecasts with budget comparisons and presented findings to Director of Finance and sales management.
  • Conceptualized effective solutions to variances in the Western area's achievement plan.
  • Streamlined processes to increase division's effectiveness.
Candidate Info
19
years in
workforce
1
year
at this job
BS
Business Administration
Accounting
9

Financial Services Manager

Managed and supported a team of 8-10 employees ensuring financial compliance

  • Managed and oversaw packaging and processing of [company name], guaranteeing regulatory compliance
  • Conducted job interviews and assessments of potential new employees
  • Participated on various committees & special projects for business improvements
  • Completed and administered performance reviews for each employee
  • Coached and mentored career development
Candidate Info
7
years in
workforce
3
years
at this job
BA
Integrative Studies
10

Financial Services Manager

  • Implemented, supervised and trained Financial Services' staff on all
  • Compiled, analyzed and reported statistics for the Campus Resource
  • Resolved issues with student budgets to reinstate loan and grant funds while additionally managing receipt of funds in excess of $1,000,000
  • Identified individual student needs and provided counsel about available
  • Ensured a higher rate of accuracy and efficiency by refining process within the Financial Services Department
Candidate Info
4
years in
workforce
4
months
at this job
BS
Pre-law

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