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Finance Associate Resume Samples
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Candidate Info
19
years in workforce
2
years at this job
BBA
Finance
MBA
Finance
Senior Finance Associate
Managed financial reporting analysis and budgeting for worldwide revenue team and all business operations in Africa.
- Led department managers to create effective budgets and use monthly financial reporting to analyze their outcomes and to identify cost efficiencies.
- Worked with revenue team managers and finance managers worldwide to create department-specific reports that tracked expenditures and helped reduce costs.
- Created product unit cost models and presented an analysis recommending potential cost reductions.
- Trained new Finance Managers to develop and update annual budgets and quarterly forecasts.
- Developed revenue-planning strategies with the Chief Development Officer.
- Created a Monthly Investment Report that analyzed operational and invested assets, performance of investments, and cash reserves.
Candidate Info
8
years in workforce
5
months at this job
BA
Political Science & Social Policy
Finance Associate
- Worked with finance team around the country to raise over $970 million for Hillary Clinton's presidential campaign
- Planned and oversaw fundraising events across New York City which featured campaign principals and surrogates, and generated revenue up to $4 million per event; managed complex event logistics including run of show and event briefings
- Managed portfolio of major donors by cultivating relationships and soliciting gifts for the Hillary Victory Fund
Candidate Info
2
years in workforce
3
months at this job
BA
Accounting & Management
MS
Accounting
Finance Associate
- Prepared and analyzed long-term operating budgets while monitoring and evaluating actual performance versus budget on a monthly basis
- Tracked vendor payments to make sure invoices are received and paid in a timely manner; following up with departments and vendors as necessary
- Assembled and summarized data of the 24 United States branches and over 500 chapters to structure sophisticated reports on the financial status and risks of the entire organization
Candidate Info
4
years in workforce
3
years at this job
BA
International And Comparative Business Law Program
JD
Deans
Essentialism And Public Policy Decisions
Corporate and Structured Finance Associate
Practice focuses on representing and advising domestic and international companies in corporate governance, M&A, regulatory compliance, and structured finance matters.
- Represented owner in sale of partial ownership interest of $500-million restaurant and hotel business
- Represent major United States and offshore investment funds in collateral reallocation transactions in a $2.5-billion syndicated revolving credit facility
- Represented top aircraft operating lessors in connection with equipment sales and acquisitions, novation, and asset-backed financings
- Represented major Korean telecommunications manufacturer in a proposed acquisition of a mobile application start-up
- Represented major Japanese food distributor in acquisition of a Peruvian food distributor
Candidate Info
6
years in workforce
2
years at this job
BS
Finance
Finance Associate
- Manage company's expense analysis including travel and entertainment costs; helped decrease excess expenditures by 50% to increase net income
- Assist Accounting Team in accelerating month end process to tenth business day; includes preparation of journal entries, balance sheet reconciliations, and ad-hoc financial analysis
- Collaborate with Controllers to report monthly variance explanations on AR/WIP analysis and prepare consolidated Financial Statements
- Review monthly P&L and Balance Sheet to accurately report Flash, Actuals, Budgets, and Forecasts in Cartesis financial packages to the parent company (WPP)
- Build strong relationships with 30+ WPP partner agencies to report intercompany transactions by ensuring proper recording, reconciling, and settlement of balances
- Compile financial statements and revenue recognition items for annual internal/external audits to accurately comply with GAAP/SOX regulations
- Work with Harris Broadcast System on monthly basis, to ensure checks are paid in a timely manner to media clients on the broadcast and non-broadcast side
Candidate Info
14
years in workforce
6
years at this job
BS
Finance
Finance Associate
- Prepared quarterly financial statements and assisted in variance analysis which highlighted opportunities for higher profits.
- Assisted in forecasting financial statements and presented results to management.
- Allocated funds to events in order to guarantee the budget matched necessary expenditures.
- Directed promotional events and team members which utilized leadership skills to ensure the success of the business.
Candidate Info
16
years in workforce
2
years at this job
Studied
Studied
Senior Finance Associate
- Reconciled revenue, expense, liability, and suspense general ledger accounts for multiple administrative systems
- Consulted with business areas on appropriate processing of unique transactions for correct accounting impact
- Coordinated and tested annual tax reporting on Form 1099-Misc for commission paid to external brokers
- Completed adjusting journal entries for accounting cycle end process and provided reports to additional functional areas within Corporate Finance and Tax
Candidate Info
5
years in workforce
1
year at this job
BA
Sociology
Operations Development and Finance Associate
- Served as Creative Strategist for We Heart It by conceptualizing partnership opportunities, developing pitch materials and RFPs.
- Ideated new iOS and Android apps for Philymack Games, designed wire frames, tested application builds, QA design, content, feed
- Leveraged technical resources to collaborate on and design campaign deliverables for Influencer social media marketing strategies.
- Liaised and negotiated with external partners and clients to guarantee successful campaign runs.
- Managed all Accounts Payable, Accounts Receivable, and budgets for the company.
- Oversaw all day-to-day office operations and supplied marketing expertise to all company departments.
Candidate Info
2
years in workforce
10
months at this job
BS
Accounting And Finance
Finance Associate
- Assumed multiple finance roles through cross-training
- Held integral role in department wide revenue recognition project to reconcile Net Suite with auxiliary spreadsheets
- Created and responsible for a schedule that tracks, reports, and records information about revenue related to the Professional Services portion of the business
- Calculated expense data used to compile the 2017 budget
Candidate Info
4
months in workforce
4
months at this job
BS
Biomedical Engineering
MS
Biomedical Engineering
Summer Finance Associate
- Assisted the Senior Analyst in revising internal market reports for pharmaceutical and biotech companies using financial statements
- Learned the drug development process from discovery and FDA approval to post-clinical phase trials and marketing
- Worked to assist managers and analysts in research of biotechnology companies by fact-checking and updating research reports
- Updated the Senior Analyst, also a contributing author to Forbes magazine, about recent events in the healthcare sector, such as the Ebola outbreak, and the market trend of biotech/pharmaceutical companies
- Learned a valuation method and applied the Discounted Cash Flow (DCF) analysis for a pharmaceutical industry
Candidate Info
13
years in workforce
5
years at this job
BA
Financial And Accounting Management
MA
Auditing, Controlling And Information Systems
Administrative & Finance Associate
Ensured compliance with all UN mandated guidelines and internal control framework. Reported on and monitored monthly financial performance by providing financial information for core and noncore resources. Managed the operating fund account
- Created and maintained expenditure budget.
- Conducted yearly account closures per UN guidelines and organized annual partners' audit process.
- Managed assets by accurately recording, updating, and disposing assets.
- Applied International Public Sector Accounting Standards (IPSAS) to delivery principles, assets information, inventories, and employees' liabilities.
- Performed the Focal point role of the office during the annual external audits.
- Supervised administrative assistant and office drivers, assigning and monitoring daily work
- Coordinated staff leave schedules.
- Supported procurement activities of the office
- Performed human resources functions, supporting recruitment efforts and developing learning plans.
Candidate Info
7
years in workforce
7
months at this job
C
Italian Language And Culture
BA
Economics
Medical
Digital Finance Associate
- Liaise with third-party Media Vendors and Media Buyers to ensure proper allocation of funds to agency clients in a sustained fast-paced setting
- Coordinate with Media Planners on a daily basis to identify and analyze discrepancies to maintain a balanced client account
- Run database reports to determine media campaigns are accurately reconciled in a timely fashion exercising excellent organization and prioritization skills
- Utilize several digital media management platforms to optimize efficiency in campaign lifecycles
- Employ computative dexterity to appropriate funds meticulously between each involved party
Candidate Info
3
years in workforce
1
year at this job
AS
Computer Science
BA
Business Administration
Sales and Finance Associate
Met monthly quota of 14 cars sold every month as a minimum
- Have product knowledge of all the trims and models to find the right car for the client
- Have finance knowledge and and monthly payment knowledge regarding the vehicles in inventory and match the client with the right car with their budget in mind
- Highly experienced on the phone to bring in leads for appointments and follow up with previous customers for referrals
- Generated multiple sources of leads through my previous marketing experience
- Make phone calls to leads every day to set appointments
Candidate Info
2
years in workforce
11
months at this job
BS
Business Administration
Leadership
Finance Associate
- Set up and launched social media platforms (Facebook, Twitter, LinkedIn)
- Ideated and created the associate handbook
- Set up plan for referral program
- Set up customer billing and sent invoices/sales receipts through Quickbooks online
- Lead management and collection of AR for customer reducing AR from $155K to less than $50K
- Reported AR weekly to customer as AR liaison
- Performed systems research and implementation
Candidate Info
10
years in workforce
3
years at this job
BS
Business & Management
MBA
International Business & Entrepreneurship
Marketing And Business
Finance Associate, Finance and Business Management
- Drive the financial planning process by analyzing key historical volume and making financial assumptions.
- Complete information and financial reports and analyses for senior management to assist in decision-making.
- Compile driver-based analyses of IB Securities Operations metrics volumes by functional teams for use in analyzing financial performance and to attain in-depth insight into potential business opportunities.
- Assist management in aligning plans to best manage expectation by analyzing YTD volume trends.
- Develop financial presentations for management team for external communication outside of group and above.
- Implemented a process to perform weekly check into SQL database to search for on-boarding of new accounts and notifying team members, resulting in a 25% gain in analytical response time and client satisfaction.
- Facilitated $300K cost savings at the firm by eliminating duplication of reporting efforts as well as removing outdated data.
Candidate Info
11
years in workforce
1
year at this job
AS
Business Management
Accounting & Finance Associate
Received, voucher and maintained all invoices payable by TMMAL
- Communicated with headquarter office to ensure vendor payment
- Maintained a good relationship with vendors by ensuring timely payments
- Provided monthly accruals for accounts and cost centers using PeopleSoft Financials
- Supported cost management and financial accounting divisions
- Lead cost reduction activities resulting in lower costs for the company and increasing awareness of needed cost reductions in the workplace
- Keyed and maintained all departmental detail sheets showing budget versus actual spending for all accounts and departments on a monthly basis
- Responsible for billing suppliers for imported production parts
- Acted as an accounting representative during Physical Inventory
Candidate Info
6
years in workforce
1
year at this job
BS
Accounting
Finance Associate
- Review, verify and process accounts payable transactions
- Input new contract commissions based upon the contractual parameters into the accounting system. This entails a basic knowledge of relevant revenue recognition guidance
- Setting up and maintaining schedules in the accounting system to properly account for Sales Commission
- Assist with the monthly invoicing process, as needed.
- Assist with various Accounting and Financial projects as assigned
- Handled internal inquires in the task management system for contract entry
- Produced and managed the content and design of informational website for our internal customers.
Candidate Info
16
years in workforce
1
year at this job
BA
English Literature
Finance Associate/billing Coordinator
- Responsible for billing and financial reconciliation of projects for a prominent international public relations firm.
- Review and evaluate scope of work, set up projects and budget trackers, coordinate billing protocol with Account Managers.
- Correspond daily with Account Mangers, Project Managers and finance team to generate invoices and manage budgets.
- Perform detailed financial analyses of budgets, create spreadsheets and pivot tables for in-house project team and external client review.
- Generate pre-bills and coordinate reconciliations of actuals. Work with finance team to assist in closing out monthly financials.
- Coordinate billing and reconciliation of shared projects with associate companies throughout Europe and the United States.
Candidate Info
7
years in workforce
2
years at this job
BA
Bachelor of Arts
Finance Associate/administrative Assistant (consultant)
- Administered assistance to CEO including scheduling and travel arrangements
- Responsible for all office management and lab supply procurement
- Administered accounts payable, processed invoices and reconciled accounts using QuickBooks
- Administered payroll and performed check runs
Candidate Info
3
years in workforce
11
months at this job
BS
Finance
Finance Associate
- Implement and develop key strategies to help with the financial growth of the overall company
- Prepare daily/weekly analysis of financial statements and investment accounts to identify and solve any variances
- Complete and review P&L accounts, budget, and forecast reports and provide the information to Sr. Management
- Prepare monthly financial reporting packages and provide to directors
- Reconcile various bank, payroll and merchant accounts on a monthly and quarterly basis
- Coordinate and carry out the yearly audit in a timely manner
Candidate Info
4
years in workforce
2
years at this job
BA
Professional Music
MA
Non-profit And Public Administration
Finance Associate
- Responsible for daily operations in Donation Processing: assisting with bookkeeping functions, bank deposits (cash, check), A/R, A/P, reconciling daily income and entering into Salesforce by coding to allocated campaign and correct GL Coding, processing credit cards, mobile and all physical donations in real time.
- Special events support for ALS TDI, ALS.NET and our Augie's Quest partnership through event sponsorship, invoicing and pledge follow up.
- Data integrity and quality control, cleanup and management in Salesforce.
- Donor communications via phone, email and preparation and execution of all in kinds, tax receipts and gift acknowledgements.
- Collaborate with web development on backend issues affecting community sites, data flow and Salesforce.
- New staff member training and other ad hoc duties as requested.
Candidate Info
28
years in workforce
10
months at this job
AS
Business / Healthcare Administration
Finance Associate
Accounts Payable
- Use MTX accounting system in the capacity to process check disbursements to vendors on a daily basis.
- Paying invoices to vendors, doing financial research on past due invoices.
- Generated spreadsheets with Microsoft Excel daily for organizing all data entry.
- Called and e-mailed vendors daily regarding invoice payment scheduling.
- Reconcile statements / General Ledger/ Coding.
Candidate Info
7
years in workforce
3
years at this job
BS
Nursing
Finance Associate/payroll Administrator
- Monitoring and controlling basic office expenses.
- Monitoring insurances (ex. Car insurance, fire insurance and Etc.).
- Assist clients in dealing regarding DTI (Department of Trade and Industry) matters.
- Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.
- Guided firm reconciliation, payroll, annual bonus, pension funds, annual reporting, and management of investments.
- Assisted in the creation of vendor contracts for outside vendors.
- Coordinated the approval or rejection of lines of credit and commercial, real estate and personal loans.
- Maintained confidential information, such as pay rates, bonus targets and pay grades.
Candidate Info
2
years in workforce
9
months at this job
BS
Economics / Finance And International Studies
Business Development/ Finance Associate
- Analyze operational and financial results against established budgets and forecasts.
- Prepare price quotation and manage Customer relation management (CRM) database
- Maintain excellent client relations and responding to needs for information in a timely manner; as well as educate potential clients about our services.
- Execute timely follow-up to ensure client is satisfied as well as identify issues and develop recommendations to resolve and improve.
- Generates ad hoc analysis reports as needed.
Candidate Info
17
years in workforce
3
years at this job
Graphic Design
Sales and Special Finance Associate
- Cultivate relationships with new customers to achieve sales objectives and provide insight into new products, features and options.
- Strategically negotiate with customers to close on deals and increase sales; personally work deals, interest rates, leases, and calculate financial requirements prior to obtaining approval from dealership manager and finance manager.
- Qualify and follow up with warm internet leads regarding new and pre-owned vehicle availability, price, and options.
- Maintain contact with customers via email, phone calls, and regular updates on promotional offers.
Candidate Info
5
years in workforce
2
years at this job
BS
Business Administration
Senior Finance Associate
- Serve as Deputy National Finance Director to Senator Chris Coons (D-DE)
- Serve as Finance Director for the Congressional LGBT Caucus Equality PAC
- Develop and implement National and Washington D.C based fundraising programs for multiple Congressional clients and PACs
- Create and maintain deep relationships with members of Congress, senior staff, high-level donors, and PAC
- Marketed firm to the Congressional LGBT Caucus Equality PAC and secured them as a major client
- Manage members of Congress call time including staffing, targeting, and donor follow up
Candidate Info
10
years in workforce
7
years at this job
C
Business
BS
Business Administration, Finance
Finance Associate - Team Lead
- Manage and oversee accounts with an average AR of $7,000,000
- Developed a system to work accounts to increase Daily Sales Outstanding from 38% to 98%
- Analyze accounts for payment and sales history to adjust lines of credit accordingly
- Reconcile accounts monthly providing accurate reporting
- Collaborate with internal and external constituents to reconcile account disagreements
- Developed and maintain standardized work procedures
- Established one location to find forms used by team streamlining documents control
- Able to meet deadlines that is not limited to financial month end reporting, normally completing reports up to three days ahead of schedule
- Initiate payment plans and payment options that benefit both company and dealer
- Skilled at noticing patterns in sales and payments in order to forecast future sales and payment abilities of dealers
Candidate Info
17
years in workforce
2
months at this job
C
Spanish For Business
C
Project Management
Finance Associate
- Sharp focus while multitasking various accounts
- Identify customers’ needs, clarify information, provide solutions and/or alternatives
- Ability to stay focused in sales environment, focusing on objective to obtain results
- Following guidelines to appropriately assess accounts and update records
- Coordinating budget preparation, program narratives, for customers
- Performing a variety of financial functions to regulate accounts and remain within compliance regulations.
Candidate Info
17
years in workforce
6
years at this job
Patient Finance Associate
Recovery of past due balances from third party payors.
- Contact insurance companies to resolve billing discrepancies.
- Contact patients to collect self pay balances.
- Review of financial information for patients for Charity assistance.
- Posting of insurance and personal payments.
- Entering patient and insurance information for refunds of credit balances.
Candidate Info
7
years in workforce
2
years at this job
Finance Associate
Sort, deliver, and process daily mail
- Pull payments and prepare deposits
- Copy checks and create payment batches for the billing department
- Prepare daily finance logs and enter deposits into QuickBooks; maintain the daily financial report for the CEO
- Execute online payments through bill pay and enter bill payments into QuickBooks
- Assist in credentialing of doctors on staff for hospitals and specified insurance companies
- Prepare the monthly bank statements and credit card income statement for all four office locations for the CFO for use in reconciliation
- Oversee and manage office supply inventory and employee needs
- Process patient and insurance refunds for the billing department
- Responsible for going online to the various insurance sites to pull the electronic remittance advices and explanation of benefits each morning for the billing department and contacting companies directly if the information is missing
Candidate Info
28
years in workforce
2
years at this job
Investment Finance Associate
- Processing investment trades using Bloomberg tickets and trader information
- Posting investment trades valued at several million dollars to the investment accounting system
- Confirm with Custodial bank that trading pieces have been delivered and settled
- Work with brokerage back office and custodial bank to resolve any discrepancies information necessary to Investment Accounting
- Scan daily documents to save into Enterprise Document Search
Candidate Info
11
years in workforce
6
years at this job
BS
Marketing
BS
Finance
MBA
Mba
Finance Associate
During the course of five years, I have worked an as Independent consultant for UNOPS in Copenhagen, Denmark. As a consultant, I worked on various accounting projects; such as Reconciliations, Preparing training material for the implementation of IPSAS, Data collection exercises for property, plant & asset, annual leave, leases, advance payments etc.
- General accounting operations
- Accounts payable
- Payroll management
- Assistance with UNOPS Implementation of IPSAS (International Public Sector Accounting Standards)
- Maintenance of the position management system and administrative budget
- Ensuring Implementation of operational strategies
- Finance Focal point for the UNOPS Knowledge Management Team
Candidate Info
3
years in workforce
3
months at this job
BA
Finance
Finance Associate
- Identify areas for improvement and standardization
- Support daily operations of corporate and plant finance functions by generating models and performing analysis
- Work across functional groups in gathering assumptions and data to be used in models
- Provide analytical and problem solving support for business partners
- Present findings and recommendations with supporting data
- Interact with Internal Finance and Business Partners to help ensure that SLA standards are met
- Assist in the explanation of deviations between actual vs. expected financial results
- Develop financial models and analysis to support strategic initiatives
Candidate Info
18
years in workforce
9
months at this job
BBA
Accounting
Finance Associate
Financial Assistance
- Complete daily deposit slips for cash
- Scan check receipts into Digital Banking
- Periodic bank runs
- Maintain Petty Cash to support 3 tills
- Submit invoices to Concur Solutions Accounts Payable System
- Audit and submit employee reimbursement requests to Concur Solutions
- Manage problem resolutions for past due vendor invoices
- Manage problem resolutions for past due employee reimbursement requests
- Reconcile bank statement for company 501 (C) 3 Education Foundation
Candidate Info
4
years in workforce
10
months at this job
BA
Economics
Finance Associate
- Accounts payable, accounts receivable and manage and prepare monthly bank reconciliations
- Prepare weekly report, monthly forecast and year forecast report to Headquarter
- Using SAP and Timberline business software to record all the payments.
Candidate Info
11
months in workforce
5
months at this job
C
International Business
BS
Business Administration
Finance Associate
- Assisting in a major firm transition, including learning, setting up, and organizing client accounts and information
- Spend time helping with all parts of firm to learn inner workings of a small financial services firm environment
- Attending regular meetings regarding financial planning & investing for clients
Candidate Info
4
years in workforce
2
years at this job
HS
Management
BA
Commerce
Commerce
Finance Associate
- Part of Support team and Accounts Payable team.
- Posting of Non-Po Invoice.
- Posting of Invoices of Vendors.
- Posting entries of Advance Payments & Outgoing Payments to Vendors & Clearing Accounts.
- Vendor Account Balance Reconciliation.
- Booking of expenses to correct account head, products, business, branch by analyzing invoice/expense reports; recording entries.
- Disbursement of Petty Cash by recording entry; verifying documentation.
- Contacting the vendors and resolving the issues if the payment gets rejected due to incorrect bank information of address.
- To handle Accounts Payable (AP) & any other activities of AP team.
Candidate Info
4
years in workforce
2
years at this job
BS
Finance
Finance Associate
- Cash flow management
- Bank reconciliations
- Financial and budget forecasting
- AR/AP book keeping in QuickBooks
- In charge of all incoming and outgoing shipments
- Inventory management
- Created a system to track client profitability
- Management of all client license and warranty renewals
- Provided clients real time quotes of products and services using Quosal
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