Finance Director Resume Samples

Description :

1. Responsible for all financial and fiscal management aspects of city operations and coordination in the administrative, purchasing, accounting and budgeting efforts of the city.
2. Prepare and supervise grants applications and administration after award.
3. Monitor workplace for areas where improvement is needed or possible.
4. Manage ongoing banking relationships for maximum efficiency.
5. Develop cash flow forecasting and maintain a long term cash forecast.
6. Responsible for the management of the city's insurance and risk management program.
7. Oversee the annual insurance renewal process and ensure appropriate coverage is maintained at all times.
8. Ensure appropriate legal review of contracts and solicit external legal advice as required.

Experience

2-5 Years

Level

Junior

Education

Bachelor In Accounting

Description :

1. Personally recruited by dealer President to repair and restore Finance Department reputation and production standards.
2. Management and analysis of overall sales strategy and day-to-day functions, as well as careful examination of ethical practices, key performance indicators, dealership risks, and department objectives.
3. Proactively examine market trends and maintain industry awareness.
4. Responsible for Finance Department's financial reporting, budget, and long-range planning (LRP) strategy.
5. Maintain, and adhere to, all state and federal Regulation Z disclosure requirements.
6. Selected accomplishments: Improved customer presentations by training/mentoring Sales Team; implemented objection-handling and closing techniques.
7. Improved practices and increased customer satisfaction by close examination of customer's perceptions and expectations.
8. Improved banking, finance, and insurance programs by proactively examining and improving finance industry awareness.

Experience

2-5 Years

Level

Executive

Education

Diploma

Description :

1. Planned, directed and monitored the operational, financial and strategic performance for a county owned 17 bed critical access hospital providing general medical and surgical services with 375 admissions, 4,200 ER visits and 475 outpatient surgeries.
2. Oversaw and supported all member of the staff to develop and improve systems that support the flow of patients and data so that high quality care is maintained and throughput is high.
3. Developed and maintained the integrity and internal controls of payroll, accounts payable, cash management, financial analysis, and financial reporting which included budgetary, audits, tax, cost reporting and other financial planning activities.
4. Developed departmental reporting and standard recurring reports to provide analyses and comparison to budget for Hospital Leadership team and Board of Directors.
5. Oversaw and directed billing operations, including registration, coding and charge entry, billing and collection ensuring facility was reimbursed appropriately and timely for services.
6. Implemented and established electronic billing for ALL payors.
7. Involved in strategic process for purchasing hospital wide new hardware and software to comply with Electronic Health Record regulatory requirements.

Experience

2-5 Years

Level

Junior

Education

Bachelor Of Accountancy

Description :

1. Manage Accounting Department with staff of 4.
2. Review trends and projections with Department directors to prepare $30 million annual budget.
3. Prepare audit schedules and coordinate Annual Audit with large audit firm.
4. Prepare budgets and analysis for multiple Federal, State and other Grant requests each year.
5. Prepare and present monthly financial statements and analysis to CEO and Board of Directors.
6. Provided detailed analysis on how to save over $150,000 a year by closing 2 unprofitable projects.
7. Prepared financials, debt ratio analysis and cash flow projections to bank for bond covenants.

Experience

7-10 Years

Level

Management

Education

Bachelor's

Description :

1. Provided financial expertise for multiple aspects of reporting, budgeting, and the monthly close process while serving as a key member for Medical Expense Initiatives (MEI's) identifying potential savings opportunities.
2. Participated in monthly meetings evaluating and establishing reserves.
3. Coordinated budgets with stakeholders from multiple departments and presented to Leadership in reporting financial results at monthly close meetings.
4. Key Achievements: Responsible for providing monthly membership forecasts for 445K Medicaid members; WellCare of KY has the largest Medicaid population for the considated Company.
5. Major contributor in collecting over $8M through out-patient cost settlements with various providers across KY.
6. Reconciled and settled 10 Home Health Department cost reports; worked with each Department in identifying discrepancies.
7. Implemented new process to identify and account for interim payments on selected accounts before final settlement; tracked payments and established reserves accordingly.
8. Prepared and presented monthly WellCare's Corporate Survey identifying approximately $42 million in specifically identified reserves.

Experience

0-2 Years

Level

Entry Level

Education

Business Administration

Description :

1. Trained Salespeople on proven methods for improved results, pre-sale of finance related products, special APR's from captive lender in addition to changes with all other lender's credit criteria and buying practices, etc.
2. Trained Finance Managers to better present their items in a menu format, review department numbers on product sales, penetration numbers, dealer reserve and overall profit.
3. Review special APR's from captive lender in addition to changes with all other lenders rates, credit criteria and buying practices.
4. Explain and discuss which credit to place with certain lenders to maximize profit while maintaining a portfolio that performs for both sides (long-term thinking).
5. Got all loans and leases approved and funded.
6. Responsible for contracts in transit and all others monies owed to the dealership on the sales side.
7. Met with all lender and product dealer reps to maintain a strong relationship that focuses on the big picture (long term thinking).
8. Reported directly to the General Manager and Owner, also met on a weekly basis to review store numbers and other pertinent business for the sales and finance departments.

Experience

10+ Years

Level

Senior

Education

BA In Business Administration

Description :

1. Provided strategic leadership in the analysis and reporting of restaurant operational and financial performance to drive accountability and performance improvement throughout the system.
2. Consulted with senior leadership on trends in operational performance and opportunities to enhance the customer experience and support McDonald's growth strategies.
3. Lead the reporting and analytics team to develop insights on the growth of the business by leveraging ability to analyze the financial impact of business decisions along with an understanding of restaurant operations.
4. Oversaw monthly performance reporting and analytics for over 34k restaurants, including Global Customer Satisfaction Opportunity, Peak Hour and Target Incentive Plan report.
5. Collaborated with Area Of the Worlds and country leadership, as well as Worldwide Operations to understand changes in business performance and consult on areas of opportunity.
6. Proactively sought out opportunities to gain deeper insights of the business and share them with AOW and RSG Leadership to drive our growth strategies.
7. Process improvements to enhance monthly and quarterly reporting to remain relevant while continuously improved the quality of reporting and analytics provided to the business.
8. Reduced cycled time of reporting through efficiencies by four days.

Experience

2-5 Years

Level

Executive

Education

M.S. In Accountancy

Description :

1. Worked closely with new auditors to restructure the financials to appropriately reflect non-profit statements.
2. Provided management and the Board with timely reviews of the organization's financial status, cash flow, and progress on its various programs and activities.
3. Ensured compliance with local, state, and federal reporting requirements to include government grants/contracts.
4. Reconciled and prepared monthly and quarterly sales tax returns for CO, WY, and several Home Rule Cities.
5. Coordinated debt financing and debt service payments with external agencies.
6. Increased property and casualty insurance in order to mitigate risk.
7. Designed import templates to facilitate in uploading cash receipts and large journal entries.

Experience

0-2 Years

Level

Entry Level

Education

BA In Accounting

Description :

1. Oversee staff of three finance managers for this high-volume automobile dealership.
2. Track and compile reports on finance department profits.
3. Ensure achievement of profit objectives; confer with department managers to evaluate business trends and develop marketing initiatives to increase market penetration.
4. Serve as key contact with partner lending institutions to facilitate customer financing for new and pre-owned automobile purchases.
5. Ensure proper disclosure of legal documents relating to purchase/financing.
6. Verify organizational compliance with Truth in Lending guidelines.
7. Conduct training for two finance managers; lead weekly one-on-one meetings to identify business opportunities.

Experience

0-2 Years

Level

Entry Level

Education

Accounting

Description :

1. Directly responsible for selling new-and-used car buyers financing and insurance programs while working with financial lenders to fund contracts.
2. Responsible for providing and selling vehicle financing, insurance products, and aftermarket goods to customers and providing them with a thorough explanation of all items and its effect on their financing package.
3. Determined new lending institutions and maintained good working relationships to secure competitive interest rates and financial programs.
4. Processed financing and leasing deals accurately and secured approvals through different financial sources through the federal, state and corporate channels.
5. Maintained an understanding and compliance with federal, state and local regulations that affect the new-and-used vehicle and finance departments.
6. Created and maintained a compensation program with the sales departments to increase overall profits per sale.
7. Trained and provided the sales team with information on finance and lease programs and the benefits of the dealership's financing and extended service programs.

Experience

2-5 Years

Level

Junior

Education

Business Management / Marketing

Description :

1. Coordinate with banking organizations in order to expedite car loans.
2. A working knowledge of regulations and practices of secondary financing.
3. Train new employees and supervise 6 sales people.
4. Performed public relations and advertising work.
5. Serve as the head of carloan.com for the dealership.
6. Sell product warranties, GAP and credit life and disability insurance.
7. Prepare all reports and information on a daily basis.

Experience

10+ Years

Level

Senior

Education

General Education

Description :

1. Performed all accounting tasks for the Habitat for Humanity of Northern Virginia including accounts payable, payroll, donation accounting, construction accounting, loan accounting, budgeting and financial reporting.
2. Resolved a 5-month backlog which consisted of vendor payments, sales tax payments, journal entries, account reconciliations, tax filings and financial reports.
3. Consolidated multiple sets of books and upgraded the accounting system to a cloud based solution.
4. Created and documented reconciliation processes for all balance sheet accounts.
5. Created a monthly and quarterly reporting package for the Board of Directors.
6. Documented and implemented internal control standards.
7. Interfaced with the external auditors on the fiscal year end closing and researching various accounting questions/issues.

Experience

0-2 Years

Level

Entry Level

Education

Bachelor Of Science In Accounting

Description :

1. Responsible for overseeing all accounting and finance duties in a current organization such as managing daily accounting operations, preparation of and maintenance of multi-million dollar annual operating budget, facilitating the annual external audit.
2. Good working business relationships with auditors, lawyers, consultants, the board of directors and vendors.
3. Managing accounting operations, accounting close, account reporting, and reconciliations.
4. Streamlining processes by outsourcing time-consuming tasks which resulted in a more effective use accounting staff productivity.
5. Developing and implementing efficient accounting, financial and operational systems.
6. Successfully revamped financial accounting policy handbook in accordance with recommendations from the annual audit.
7. Assisting with the production of the monthly financials, management reports, and board packages.
8. Presentation of various reports completed for both internal and external users on a timely basis.
9. Preparing monthly and annual expense forecasts, including any necessary, recommended action required to manage costs to achieve budget.
10. Providing realistic cost savings options that reduced expenses in the area of high-cost expense line items.

Experience

10+ Years

Level

Senior

Education

BA

Description :

1. Responsible for the day to day supervision and mentoring of 9 individuals on the accounting, budgeting, payroll, and materials management team.
2. Preparing monthly financial statements and review the financial results with the VP of finance providing an overview analysis of financial and statistical variances.
3. Preparing calculations and entries for contractual allowances adjusted monthly.
4. Preparing annual operating and capital budget for the three entities, the rehabilitation hospital, day school, and project start.
5. Performing payroll functions in the absence of the payroll analyst for 550 employees.
6. Providing institutional advancement team with budgets and financial information for program grant submissions.
7. Meeting with and assist managers in all departments with analysis of financial results, providing information to better manage their resources.
8. Preparing various financial reports and analysis as requested by senior management.
9. Recording and tracking income and expenses related to all public and private contracts and grants.
10. Ensuring compliance with all local, state and federal financial reporting requirements.

Experience

5-7 Years

Level

Executive

Education

BS

Description :

1. Managing finance and tax departments (staff of three), supporting all departments.
2. Preparing the annual operating and 5-year capital improvement budgets actively involved in the strategic plan program.
3. Preparing the monthly treasurer's report, reconcile all bank accounts and manage the township banking relationships.
4. Managing all external financial audits (independent, pension, liquid fuels).
5. Administering risk management renewals and involved with safety activities.
6. Working with township staff to implement/improve accounting policies and procedures and enhance the use of technology.
7. Representing the township on various regional committees such as finance directors, CRCOG finance committee and tax collection committee.
8. Leading the annual budgeting process and creation of quarterly re-forecasts.
9. Managing the day to day and long term financial operations of the abundancy, LLC and its' subsidiaries: frequency540, ardent and transparent media partners.

Experience

10+ Years

Level

Management

Education

MBA

Description :

1. Involved in planning, organizing and controlling of Company financial resources.
2. Responsible for the delivery of costs effective and efficient accounting and financial systems, policies and processes that met the current and future business requirements of the Company.
3. Reviewed and analyze results and recommend for approval Audited Financial Statements and released the Management Representation Letter.
4. Submited quarterly and annual Consolidated Report Package to Head Quarters in New York.
5. Oversaw the Cash Management function, including banking relationships.
6. Ensured Agency compliance with Head Quarters internal policies and relevant regulations, and ensured filing was completed in a timely manner.
7. Developed and overseen the Internal Review function to ensure that finance, operations controls, and policies were compliance with the International Office Standard.
8. Ensured effective follow up processes were in place.
9. Managed payroll function ensuring efficient systems, processes and controls.

Experience

2-5 Years

Level

Executive

Education

Life Insurance

Description :

1. Supervised center's Budget/Grant Analyst in the preparation and maintenance of center budgets and the administration of all financial procedures in .
2. Provided financial and human resources advice and guidance to the executive director and board of directors.
3. Participated in strategic, financial and human resources planning.
4. Researched, prepared and submitted the annual budget.
5. Prepared reports on financial and administrative matters.
6. Attended meetings and made presentations to the board of directors, the city and the county.
7. Managed accounting and financial systems and maintained full and accurate accounting records.
8. Conducted financial analysis and prepared detailed financial reports and statements.
9. Provided financial and accounting advice, direction and leadership.

Experience

10+ Years

Level

Senior

Education

Master Of Science

Description :

1. Promoted to digital business operations and challenged with growing revenue to $10M over three years.
2. Supported sales internally and in the field and directed independent sales team to grow revenue; collaborated with content and digital technology teams to identify new business channels and optimize site performance.
3. Reported to SVP Digital and CEO NY Daily News.
4. Oversaw ad operations to drive revenue and business growth.
5. Worked closely with sales to drive revenue growth and business development on expanding internal sales.
6. Partnered with editing to propel monthly page views from 25,000,000 to 200,000,000.
7. Built and launched Daily News Digital Solutions as separate business to target small business customers.

Experience

2-5 Years

Level

Executive

Education

BS In Finance

Description :

1. Prepared all monthly, quarterly, and yearly financial reporting, following GAAP procedures.
2. Customized and implemented conversion of Peachtree to QuickBooks Prepared internal & external audit schedules Responsible for ADP payroll transactions.
3. Reconciled accounts payable and receivables, payroll, travel vouchers and in- kind entries.
4. Performed routine journal entries for month, quarter, and year end.
5. Implemented tracking spreadsheets for grants, sister chapter receivables and audit schedule.
6. Responsible for IRS Form 990.
7. Coded & prepared accounts payable.
8. Monitored cash transfers and stock transactions.
9. Supervised accounting interns every semester.

Experience

7-10 Years

Level

Executive

Education

Banking

Description :

1. Overseen the Cash Management function, including banking relationships.
2. Ensured Agency compliance with Head Quarters internal policies and relevant regulations, and ensured filing was completed in a timely manner.
3. Developed and overseen the Internal Review function to ensure that finance, operations controls, and policies were compliance with the International Office Standard.
4. Ensured effective follow up processes were in place.
5. Managed payroll function ensuring efficient systems, processes and controls.
6. Supervised centers Budget/Grant Analyst in the preparation and maintenance of center budgets and the administration of all financial procedures in .
7. Maintained close working relationship with the host institution and faculty members Provided technical assistance to SBDC clients in the preparation.

Experience

2-5 Years

Level

Executive

Education

Producer Of Life Insurance