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finance executive: Resume Samples & Writing Guide
Employment history
Chief Finance Executive, Citigroup New York, New York
October 2017 – Present
- Identify and analyze financial risks
- Provide advice and guidance on financial decisions
- Analyze market trends and make recommendations
Associate Finance Executive, JP Morgan Chase New York, New York
October 2016 – September 2017
- Manage investments and other financial portfolios
- Oversee accounts payable/receivable and payroll
- Analyze market trends and make recommendations
Junior Finance Executive, Morgan Stanley New York, New York
May 2015 – September 2016
- Develop and implement financial policies and procedures
- Manage financial databases and software systems
- Monitor and analyze financial performance
Education
Wharton School, Philadelphia, Pennsylvania
Chartered Financial Consultant, March, 2015
Skills
Customer Service
Process Improvement
Reporting
Project Management
Auditing
Database Management
Risk Management
Technical Writing
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Employment history
Lead Finance Executive, JP Morgan Chase New York, New York
October 2018 – Present
- Identify and analyze financial risks
- Develop and maintain relationships with external partners and vendors
- Develop and implement financial policies and procedures
Finance Executive, Wells Fargo San Francisco, California
April 2018 – September 2018
- Identify and analyze financial risks
- Ensure compliance with applicable laws and regulations
- Develop financial models and analyze financial data
Junior Finance Executive, Citigroup New York, New York
September 2017 – March 2018
- Oversee accounts payable/receivable and payroll
- Prepare financial reports and presentations
- Analyze market trends and make recommendations
Education
Yale School of Management, New Haven, Connecticut
Certified Treasury Professional, July, 2017
Skills
Adaptability
Reliability
Time Management
Training
Business Acumen
Investment Analysis
Troubleshooting
Regulatory Compliance
Employment history
Senior Finance Executive, Wells Fargo San Francisco, California
April 2015 – Present
- Develop and maintain relationships with external partners and vendors
- Ensure compliance with applicable laws and regulations
- Provide advice and guidance on financial decisions
Finance Executive, Goldman Sachs New York, New York
April 2014 – March 2015
- Ensure compliance with applicable laws and regulations
- Manage the budget and forecasting processes
- Develop and maintain relationships with external partners and vendors
Jr. Finance Executive, State Street Corporation Boston, Massachusetts
October 2013 – March 2014
- Prepare financial reports and presentations
- Provide advice and guidance on financial decisions
- Develop and maintain relationships with external partners and vendors
Education
MIT Sloan School of Management, Cambridge, Massachusetts
Bachelor of Science in Business Administration, August, 2013
Skills
Reporting
Research
Training
Computer Literacy
Business Acumen
Accounting
Technical Writing
Financial Modeling
Employment history
Senior Finance Executive, Bank of America Charlotte, North Carolina
November 2022 – Present
- Assist with financial audits and due diligence
- Identify and analyze financial risks
- Manage financial databases and software systems
Associate Finance Executive, JP Morgan Chase New York, New York
May 2021 – October 2022
- Identify and analyze financial risks
- Analyze market trends and make recommendations
- Prepare and review financial statements
Entry Level Finance Executive, Citigroup New York, New York
December 2019 – May 2021
- Develop financial models and analyze financial data
- Manage financial databases and software systems
- Oversee accounts payable/receivable and payroll
Education
Yale School of Management, New Haven, Connecticut
Bachelor of Science in Economics, October, 2019
Skills
Coaching
Leadership
Problem Solving
Creativity
Financial Modeling
Reporting
Regulatory Compliance
Business Acumen
Professional Summary
Dynamic finance executive with extensive experience in the financial services industry. Proven track record of driving strategic initiatives to maximize value and achieve stakeholder objectives.
Employment history
Senior Finance Executive, Bank of America Charlotte, North Carolina
September 2011 – Present
- Develop and maintain relationships with external partners and vendors
- Monitor and analyze financial performance
- Manage investments and other financial portfolios
Associate Finance Executive, Citigroup New York, New York
February 2011 – August 2011
- Manage the budget and forecasting processes
- Provide advice and guidance on financial decisions
- Develop and implement financial policies and procedures
Entry Level Finance Executive, PNC Financial Services Group Pittsburgh, Pennsylvania
August 2010 – January 2011
- Identify and analyze financial risks
- Oversee accounts payable/receivable and payroll
- Assist with financial audits and due diligence
Education
Darden School of Business, Charlottesville, Virginia
Master of Arts in Business Administration, June, 2010
Darden School of Business, Charlottesville, Virginia
Bachelor of Science in Accounting, June, 2006
Skills
Reporting
Written Communication
Database Management
Computer Literacy
Strategic Thinking
Process Improvement
Tax Planning
Financial Modeling
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finance executive Job Descriptions; Explained
If you're applying for an finance executive position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
finance executive (ap & claims)
- To prepare monthly & quarterly reconciliation for the department.
- Generate and update the GRIR (Goods received Invoice received) report for the open PO to ensure all the invoices being processed and paid on time.
- Process & audit the Employee’s expense claim monthly.
- Participated in P2P (Procure to Pay) Transformation Project and this has awarded as the best practice in SEAA in 2014.
2
senior finance executive
- Assisted in preparation of financial reports and review of financial accounting analyses and journal entries to recognize actual results.
- Assisted in limited review, due diligence and tax audit.
- Coordinated with the team at the time of merger and provided required support.
- Responsible for drafting reply to department’s notices, preparation of various documents that will be submitted to tax authorities and appearing before the tax authorities.
- Filing and preparation of various returns like GST and TDS.
- Monitor case laws, amendments and understand its impact on business.
- Attending sessions on GST and educating team about recent updates and amendments.
3
finance executive
- Checking of PPT & shortlist of the Property for sharing with NHQ for finalization.
- Verification of form 1B, preparing data of 1B & sending them for approval for NHQ.
- Taking follow up for pending 1B, Agreement status.
- Maintained the accurate records of Documents, Address, Pin Code, and Latitude & Longitude of the JIO POINTS.
4
finance executive
- Creating client invoices and maintaining sheets for the financial reports to be created efficiently.
- Ensuring discharge of monthly tax liabilities and Initiating tax payments.
- Preparation of annual GST returns, reconciliation of revenue, purchase, output & Input with financials, follow up of unavailable input credits with the suppliers and to deal with customer query on GST.
- Ensuring optimal utilization of GST input credit.
5
finance executive
- Generated loan leads from open market and through different channels and developed, maintained relationship with clients for repeat business
- Examined, evaluated and processed loan applications
- Meeting clients, verify documents, process file & coordinating for sanction /disbursement of loan, personalized service to clients
- Coordinating with agency resources and doing the call planning for better resolution, ensuring appropriate support to the agency on difficult cases
- Ensuring prior approvals in repo cases & helping the agency manage repo related issues.
- Handling collection/repo related customer service issues/escalations
- Coordinating with legal team for initiating legal actions against chronic defaulters
finance executive (ap & claims) Job Skills
For an finance executive (ap & claims) position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.
Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."
- Data Analysis
- Financial Management
- Business Acumen
- Database Management
- Risk Management
- Project Management
- Quality Assurance
- Accounting
- Visualization
- Reporting
- Process Improvement
- Troubleshooting
- Computer Literacy
- Technical Writing
- Strategic Thinking
- Regulatory Compliance
- Investment Analysis
- Auditing
- Tax Planning
- Financial Modeling
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your finance executive (ap & claims) Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Evan Cooper
35 Highview Drive, Roselle Park, NJ 07204Employment history
Lead Finance Executive, JP Morgan Chase New York, New York
September 2023 – Present
- Assist with financial audits and due diligence
- Identify and analyze financial risks
- Monitor and analyze financial performance
Finance Executive, TD Bank Cherry Hill, New Jersey
March 2022 – August 2023
- Ensure compliance with applicable laws and regulations
- Oversee accounts payable/receivable and payroll
- Prepare financial reports and presentations
Entry Level Finance Executive, Wells Fargo San Francisco, California
October 2020 – February 2022
Education
Stanford University, Stanford, California
Bachelor of Arts in Business Management, August, 2020
Skills
Public Speaking
Teamwork
Quality Assurance
Documentation
Quality Assurance
Regulatory Compliance
Process Improvement
Database Management
Include your Contact Information and Job Descriptions
Missing job descriptions lessens your chances of getting hired.
Key Insights- Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
- Keep job descriptions short but don't just list your jobs.
- Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.
How to Optimize Your finance executive (ap & claims) Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Employment history
Senior Finance Executive, Goldman Sachs New York, New York
October 2012 – May 2022
- Manege financal databses an softwere systems.
- Developd and maintaine relationships with external partnerss and vendorses.
- Manege invesments an othr finanical portfolos.
Associate Finance Executive, JP Morgan Chase New York, New York
April 2011 – September 2012
- Develp finanical mdoels and anaylze financail data.
- Developd annd maintaine relationshipss witt external partneers annd vendorss.
- Prepear and revieuw finanical statments.
Entry Level Finance Executive, U.S. Bancorp Minneapolis, Minnesota
November 2009 – March 2011
- Prepair and revieuw financal statments.
- Overseee accounts payabble/recievable and pay-roll.
- Develp and implement financail policies and proceduers.
Education
Harvard University, Cambridge, Massachusetts
Chartered Financial Consultant, September, 2009
Skills
Data Analysis
Supervisory
Business Acumen
Troubleshooting
Financial Modeling
Risk Management
Database Management
Business Acumen
Correct Grammar and Address Gap Years in Your Resume
Don't leave unexplained gaps in your work history.
Key Insights- When explaining gaps in your employment section, start by being honest.
- Elaborate on the gap and show that you never stopped learning.
- Explain and elaborate any gap in your work history by highlighting new skills.
finance executive (ap & claims) Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an finance executive (ap & claims) position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Chief Finance Executive
PNC Financial Services Group
Pittsburgh, Pennsylvania
PNC Financial Services Group
Pittsburgh, Pennsylvania
To Whom It May Concern
I am excited to apply for the Chief Finance Executive role at PNC Financial Services Group. As a highly skilled Finance Executive, I am confident that I have the necessary experience and abilities to make a valuable contribution to your organization.
My diverse life experiences have taught me the importance of adaptability, creativity, and resilience. Whether it was on the job, or simply on my day to day, I have learned to navigate challenges and find innovative solutions. I am confident that I possess the skills and expertise necessary to excel in the position at PNC Financial Services Group and I am excited about the opportunity to grow with a team that values these qualities and contribute to your organization's growth and success.
Thank you for considering my application for the Chief Finance Executive position. With my skills and the amazing team at this organization, I am assured that I can contribute to your organization's success and make a meaningful impact. Looking forward to a future where we can work together.
Your time is appreciated,
Frank Evans
798-715-1465
[email protected]
Frank Evans
Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.