FINANCE EXECUTIVE RESUME EXAMPLE
Published: Mar 17, 2023 - The Finance Executive aids in shaping commercial strategies and client pricing by analyzing impacts on earnings, margins, and capital utilization. Evaluates new business opportunities, assessing them against strategic criteria to offer actionable insights. Oversees the execution of financial policies and practices, ensuring compliance and fostering relationships with key business segments and stakeholders.

Tips for Finance Executive Skills and Responsibilities on a Resume
1. Senior Finance Executive, Anderson Financials, Dallas, TX
Job Summary:
- Collect data and prepare month-end journal entries for revenue accrual, cost accrual & adjustments
- Assist in preparing monthly reports, annual budget, reports requested by Region, AVBs calculation, and other ad-hoc reports
- Work with line manager and finance business partners to help manage accounting, revenue recognition and reporting for advertising revenue streams
- Ensure timely & accurate capture of transactions in the Spectra
- Assist in preparing quotations, commercial contracts, resource allocation proposals and other templates as well as follow up sign-off
- Working directly with media teams and clients is necessary for this task.
- Ensure billings are executed in a timely manner including regular update on job-related AR and follow up with media and billing teams
- Prepare documents for client’s appointed compliance auditor
- Assist in developing advertising tools for finance business partners
- Handle day-to-day accounting functions including accounts payable, accounts receivable and general ledger
- Perform sales auditing by tallying the bank balance and sales report/figure
- Month-end closing and reporting
- Prepare financial analysis to support the management
- Prepare the group financial reporting, including management accounts and reports, financial budgets and financial statements
- Regularly liaise with auditors, tax agents, banks, statutory bodies, vendors and stakeholders
Skills on Resume:
- Journal Entry Preparation (Hard Skills)
- Financial Reporting (Hard Skills)
- Revenue Recognition (Hard Skills)
- Transaction Management (Hard Skills)
- Contract Management (Hard Skills)
- Stakeholder Engagement (Soft Skills)
- Audit Support (Hard Skills)
- Financial Analysis (Hard Skills)
2. Finance Executive, Beacon Hill Assets, Atlanta, GA
Job Summary:
- As a member of the Corporate Finance management team, jointly lead and drive financial management excellence throughout the organisation.
- Establish and maintain a strong financial management environment within the Water, Waste & Energy Directorate.
- Provide sound financial management advice to the Director and the Directorate Management Team.
- Build effective relationships based on trust and a desire to provide value-added services to the Directorate and the organisation.
- Prepare strategic financial plans that support the Directorate deliverables and financial sustainability of the City.
- Deliver the annual budget and monthly financial reports in accordance with management and regulatory requirements and timelines.
- Manage a team of financial professionals operating in the City's shared services environment.
- Ensure compliance with the City's policies, accounting standards and financial regulations.
- Provide professional advice to various corporate committees and working groups.
- Responsible for Accounting (Accounts Payable) and Administering consultant fees.
- Bank reconciliations, cash and bank handling
- Managing and improving the patient accounting process.
- Supporting Finance Manager in managing the accounting team
- Responsible for analyzing the cost incurred in rendering the service and the revenue received from those services.
- Preparation of various time and motion studies to analyze day-to-day operations of the hospital.
- Responsible for all the accounts receivables from the various companies and Third-Party Administrators.
- Responsible for the scrutiny of credit applications received from corporate as well as credit reviews for further enhancement of the available credit limit.
- Ensure Payables and Expenses mailboxes are monitored daily and all queries and requests are dealt with.
- Check the code of invoices in Oracle, ensuring invoices are processed promptly and paid within the Government's prompt payment timetable.
- Gaining authorization for invoices and prompting for goods receipt.
Skills on Resume:
- Financial Management (Hard Skills)
- Strategic Planning (Hard Skills)
- Budget Management (Hard Skills)
- Compliance Oversight (Hard Skills)
- Relationship Building (Soft Skills)
- Team Leadership (Soft Skills)
- Financial Analysis (Hard Skills)
- Advisory Services (Soft Skills)
3. Finance Executive, Crestview Holdings, Seattle, WA
Job Summary:
- Assist the Finance Manager in handling full sets of accounts for selected business entities.
- Perform day to day accounting operational work and another related role
- Participate in Audit, Budgeting, and Cash flow management processes.
- Ensure the integrity, accuracy and efficiency of financial processes.
- Prompt collection of all outstanding debts by monitoring overdue accounts receivables
- Called and pursued the collection of any arrears and, negotiate repayment schedules and ensured minimal risk of bad debts
- Sending reminder letters to the debtor
- Conduct stall/house visit for cases where there is no payment
- Handle customer enquiries relating to payment and invoice issues via phone and mail communications
- Support the financial closing activities
- Process vendor invoices, which includes verifying accuracy, obtaining approvals and performing account coding
- Process staff claims and corporate card transactions
- Followed through accounts receivables billing, collection and control
- Participate in fixed assets accounting and control
- Assist with procurement-related transactions such as review of open Purchase Orders
- Assist with filing of all financial-related documents
- Acting as the main point of contact for internal and external customers for general advice and queries regarding the Procure to pay (P2P) area.
- Ensure purchase orders are matched to invoices.
- Reconcile supplier statements.
- Processing and monitoring colleagues' expense claims.
Skills on Resume:
- Accounts Management (Hard Skills)
- Financial Operations (Hard Skills)
- Audit Participation (Hard Skills)
- Cash Flow Management (Hard Skills)
- Debt Collection (Hard Skills)
- Customer Service (Soft Skills)
- Problem Solving (Soft Skills)
- Process Optimization (Hard Skills)
4. Finance Executive, Delta Capital, Denver, CO
Job Summary:
- Cost calculation of different service offerings, units and departments
- Monitoring and reporting profitability of each services, units and department
- Creating, tracking, and reporting of monthly, quarterly and annual budget
- Manage the book of accounts and bank reconciliation
- Calculation of tax payable and TDS
- Filing of returns as per the statutory compliance
- Generating PO and invoices
- Maintaining required financial and accounting information
- Maintaining bank accounts and relationship with banks
- Ownership of ROC-related matters
- Coordination with consultants, auditors and company secretary
- Develop and maintain relationship with the internal stakeholders, vendors and domestic customers
- Prior work experience Cost calculations, budget preparation
- Bookkeeping using tallyo Tax calculation, payment, return filing and getting refund
- Depreciation calculation Assisted/faced statutory auditor Sound understanding of Indian corporate taxation
- Working experience of transfer pricing, international taxation and treaties
- Working experience of ROC related processes and documentation
Skills on Resume:
- Cost Analysis (Hard Skills)
- Financial Reporting (Hard Skills)
- Budget Management (Hard Skills)
- Bookkeeping (Hard Skills)
- Tax Compliance (Hard Skills)
- Stakeholder Relations (Soft Skills)
- Coordination (Soft Skills)
- Regulatory (Hard Skills)
5. Finance Executive, Eagle Rock Financial Services, Orlando, FL
Job Summary:
- Present financial results at Board and Audit Committee meetings
- Ensure adherence to IFRS principles across the Group
- Ensure adherence to internal and statutory deadlines across the Group
- Ensure the integrity of the financial figures reported in SENS announcements
- Ensure the integrity of the General ledger and Chart of accounts
- Ensure the integrity of Corporate and Group monthly management accounts, Group balance sheet, cash flows, budgets and forecasts.
- Fulfil a Group reporting and finance advisory role: develop and maintain appropriate accounting policies, processes and internal control systems in line with IFRS and best practice
- Be the key contact for year-end audit and ensure that there are no repeat audit findings
- Ensure that interims and year-end disclosures are in line with best practice (e.g. through benchmarking)
- Play a key role in the preparation of the integrated annual report and related documents
- Play a key role in M&A project meetings, and ensure timely and accurate accounting of non-standard transactions (e.g. acquisitions, disposals, group-restructures etc.)
- Ensure timely and accurate computation of non-standard transactions (e.g. IFRS 16 calculations, impairment calculations, WACC, Purchase price allocations, etc.)
- Ensure timely and accurate computation of Financial KPI’s (e.g. ROCE)
- Ensure timely submission of Stats SA returns and other financial regulatory submissions
- Attend monthly financial review meetings
- Assist with drafting responses to analysts and investors
- Ensure strong financial reporting internal controls are adhered to, including Balance Sheet recons
- Provide regular and relevant IFRS training and IFRS guidelines to Financial Managers
Skills on Resume:
- Financial Reporting (Hard Skills)
- IFRS Compliance (Hard Skills)
- Audit Coordination (Hard Skills)
- Policy Development (Hard Skills)
- Transaction Analysis (Hard Skills)
- Stakeholder Communication (Soft Skills)
- Strategic Planning (Soft Skills)
- Training & Development (Soft Skills)
6. Finance Executive, Falcon Trust Corporation, Boston, MA
Job Summary:
- Monitoring accounts receivables and client accounts
- Processing transactions and issuing invoices to clients
- Preparing closing and management reports
- Preparing tax returns and liaising with external auditors
- Following up with sales operations and coordinating with the sales team
- Issued quotations & invoice and follow up on client payment
- Assist in billing and office administration
- Assist with the development and integration of finance processes and controls
- Support process reengineering across various areas of Finance with a primary focus on technical accounting.
- Assist with the documentation of departmental processes and procedures.
- Assist with creating or implementing new policies and procedures.
- Handle Accounts department's daily operations to maintain the controller system, financial records, cash status
- Assist in preparation of audit schedule, a summary of accounts
- Direct report to Finance Manager
Skills on Resume:
- Accounts Management (Hard Skills)
- Transaction Processing (Hard Skills)
- Report Preparation (Hard Skills)
- Tax Compliance (Hard Skills)
- Coordination (Soft Skills)
- Process Development (Hard Skills)
- Administrative Support (Hard Skills)
- Policy Implementation (Hard Skills)
7. Finance Executive, Granite Investment Partners, Minneapolis, MN
Job Summary:
- Data entry and preparation of all documentation relating to Accounts Receivable, Accounts Payable, Cashbook and General Ledger
- Prepare invoices, debit/credit notes, purchase orders, statement of accounts, bank reconciliation, assign job number, quotation number, vendor registration and etc
- Review and highlight abnormalities of customers' and suppliers' quotations to Senior Finance Executive.
- Monitor billings, jobs, and departmental margin and supplier costs.
- Manage receivables invoicing & collection.
- Prepare payment to supplier and monthly operating expenses for Corporate Manager
- Prepare Directors’ claim by monthly basis and check staff claim
- Maintain proper and accurate accounts records and filings
- Liaise with other departments on finance and accounts-related matters.
- Participate in regular Work in Progress (WIPs) and meetings, with key stakeholders as the subject matter expert
- Responsible for day-to-day finance and account tasks assigned
- Providing support or assistant for an external audit, tax reporting and submission of government returns
Skills on Resume:
- Data Entry (Hard Skills)
- Financial Reporting (Hard Skills)
- Accounts Reconciliation (Hard Skills)
- Invoicing (Hard Skills)
- Analytical Skills (Soft Skills)
- Collaboration (Soft Skills)
- Communication (Soft Skills)
- Time Management (Soft Skills)
8. Finance Executive, Harbor Financial Group, Sacramento, CA
Job Summary:
- Maintain and administer confidential employee-related data
- Collection, verification, organizing and documentation of employee-related documents
- Updating payroll-related reports in a timely manner
- Prepare reports for upper management, finance & other departments in a timely manner
- Administration of Payroll, Employee Benefits, and other Human Resource Management Systems.
- Computation and processing commission, leaves, allowances accurately and updating the same in the payroll system.
- Address any routine Payroll, HR, & Benefits request/queries by employees
- Provide relevant documents with the CMB, stock exchange, and other regulators for bond and lease certificate (Sukuk) issuance applications
- Financial modeling and project follow-up.
- Negotiating various borrowing instruments with banks and consultants on a contractual basis
- Preparing investor presentations and analysis
- Conducting rating processes, preparing answer sets for rating inquiries
- Having a sustainable relationship with banks, managing limit/risk reports
- Conducting Q&A and required information/documentation supply processes
- Preparing in-house executive financial reports.
Skills on Resume:
- Data Management (Hard Skills)
- Documentation (Hard Skills)
- Payroll Processing (Hard Skills)
- Financial Modeling (Hard Skills)
- Communication (Soft Skills)
- Negotiation (Soft Skills)
- Relationship Management (Soft Skills)
- Problem-Solving (Soft Skills)
9. Finance Executive, Ironwood Business Solutions, St. Louis, MO
Job Summary:
- Work closely with centers of excellence i.e. group tax and procurement.
- Support the commercials and client pricing by taking into consideration the impact on earnings, margins and working capital utilization.
- Support the development of new business initiatives by evaluating initiatives against suitability, acceptability, and feasibility then provide relevant recommendations.
- Evaluate and advise on the financial impact and requirements of long-range planning, the introduction of new products/business and the regulatory environment to support the realization of the business strategy.
- Oversee the implementation of financial strategies, policies, and practices within the segment as directed by Adcorp Group Finance.
- Build and maintain effective business relationships with Group Business Services, other segments, and Group Finance
- Manage service delivery in line with business expectations and requirements.
- Establish and comply with finance governance principles and structures within the BU in line with finance best practices (Group policy, IFRS, etc.).
- Manage and minimize the BU’s financial risk exposure by developing and maintaining systems of internal controls, liaising with Risk Management functions
- Support the planning and management of internal and external audit activities.
- Provide direction for continuous improvement efforts by managing the identification of opportunities, cost reduction, improvements, and systems enhancements.
- Ensure that sound financial controls and practices are in place within the BU to ensure the BU delivers on its stated financial objectives.
- Build and maintain relationships with clients and stakeholders.
- Contribute to sustaining a competitive advantage through external networking and benchmarking and representation on related forums.
- Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offerings with client needs
Skills on Resume:
- Financial Analysis (Hard Skills)
- Strategic Planning (Hard Skills)
- Risk Management (Hard Skills)
- Audit Management (Hard Skills)
- Relationship Building (Soft Skills)
- Negotiation (Soft Skills)
- Leadership (Soft Skills)
- Networking (Soft Skills)
10. Finance Executive, Jasper Wealth Management, Phoenix, AZ
Job Summary:
- Ensuring Payments are made in a timely manner and reconciliation of any payment’s issues
- Preparation of Monthly Reconciliations
- Preparation of reports for the Month End Process
- Served as the point of contact for all queries on the Common Investment Fund (CIF)
- Preparation and review of administration around the CIF Dividend Distributions
- Point of contact for all invoicing and payment queries
- Responding to finance-related queries in a professional and timely manner, escalating any queries to the Head of Finance
- Maintaining the Credit Card register and ensuring all approvals and valid receipts are received for all expenditure on the credit card
- Contribute to the development of policies and procedures to increase the efficiency and effectiveness of the Finance Unit
- Audit preparation and assisting with audit queries
- Management of the Finance Support Officer
- Assisting the Head of Finance
Skills on Resume:
- Reconciliation (Hard Skills)
- Reporting (Hard Skills)
- Policy-Making (Hard Skills)
- Auditing (Hard Skills)
- Communication (Soft Skills)
- Problem-Solving (Soft Skills)
- Time Management (Soft Skills)
- Leadership (Soft Skills)