FINANCE LEAD RESUME EXAMPLE
Published: Mar 18, 2025 - The Finance Lead fortifies finance systems with enhancements and upgrades. Develops systems to empower academy teams and strengthen financial control. Innovates management processes, drives team objectives and increases department visibility and impact.

Tips for Finance Lead Skills and Responsibilities on a Resume
1. Finance Lead, Greenwood Financial Solutions, Orlando, FL
Job Summary:
- Led internal financial analysis of NBA team-related transactions, including team ownership sales, and team and arena financings
- In coordination with commercial business units, lead financial analysis of potential league corporate development opportunities, including potential acquisitions, joint venture arrangements, and capital raises
- Analyze and evaluate policies relating to team capital structure, including debt and equity ownership policies
- Analyze and evaluate the league’s capital structure, including potential structuring opportunities related thereto
- Support transactions related to league-managed credit facilities
- Manage various investor relations functions with institutional investors in NBA teams
- Assist with the preparation of memos and meeting materials for NBA Board of Governors meetings
- Accountable for leading/driving all financial requirements to meet Group standards ensuring compliance.
- Responsible for monitoring, tracking and reporting financial risks and opportunities and the portfolio budget, approved funding and financial benefits
- Attending governance board meetings presenting and feeding in the financials and providing monthly reporting including commentary to the Portfolio Working Group
- Maintaining accurate financial data to ensure quality in the golden source and support Finance in the calculation of Opex Drawdown and maintenance of financial tools
- Responsible for Business Case Approval Management and tracking and financial training of PMO
- Defining, communicating and controlling accounting practice standards across all pillars and transforming process and reporting to ensure adherence to the monthly group
- Supporting a range of stakeholders including the Head of Finance Management, Finance Business Partners, Finance Leads, Programme Directors
Skills on Resume:
- Financial Analysis (Hard Skills)
- Corporate Development (Hard Skills)
- Capital Structure Analysis (Hard Skills)
- Transaction Support (Hard Skills)
- Investor Relations Management (Hard Skills)
- Governance Compliance (Hard Skills)
- Financial Reporting (Hard Skills)
- Stakeholder Management (Soft Skills)
2. Finance Lead, Summit Accounting Group, Austin, TX
Job Summary:
- Build and own financial systems and controls, including a budget, operating model, and long-term plan
- Perform analysis to support strategic decision-making around resource allocation and prioritization, identify areas for growth and improvement
- Manage and execute cross-functional projects including annual planning, pricing, board presentations
- Perform analysis to inform tactical frameworks such as customer segmentation, sales compensation design, and unit economics
- Partner with the CEO and other leaders to identify key metrics that align with business objectives and set targets to track progress against goals
- Support Vanta's equity fundraising and investor relations
- Build out finance, biz ops, and other support functions to support growth as company scales
- Handle day-to-day operations, including negotiating the financial terms of leases, insurance, bank lines, etc, interfacing with outside counsel on legal matters
- Oversee the financial and accounting operations of the company (month-close, payroll, billing, A/P, A/R, treasury, tax, equity paperwork), leveraging several outside resources for most of the day-to-day work (bookkeepers, accountants, tax advisors, etc)
- Oversees monthly Actuals reporting, S&OP and Quarterly Earnings reporting for Senior Leadership.
- Supports review of materials prepared for Plan/Update/LBE cycles.
- Works directly with Commercial Areas, GCF function teams, AFP&A, Global Marketing, and Margin Accounting Group to understand results and effectively communicate results to Senior Management for reporting cycles.
- Supports annual review of incentive compensation plan with Commercial and HR Senior Leadership.
- Provides management with clear insights into drivers of business and financial performance and risk, assesses business/market opportunities and informs/recommends prioritization decisions.
- Perform ad hoc analyses and assisting with special projects or initiatives, as assigned, which vary based on AbbVie’s business transactions and priorities.
- Leads team projects and process improvements
Skills on Resume:
- Financial Systems Management (Hard Skills)
- Strategic Analysis (Hard Skills)
- Project Management (Hard Skills)
- Metrics Development (Hard Skills)
- Investor Relations (Hard Skills)
- Operational Management (Hard Skills)
- Financial Reporting (Hard Skills)
- Stakeholder Communication (Soft Skills)
3. Finance Lead, RiverTech Financial Services, Portland, OR
Job Summary:
- Develop and execute HCC’s strategic planning to develop the business unit's current and long-term business objectives
- Oversee applicable business unit finance activities comprising budgeting, forecasting, cost accounting and analytical reviews.
- Be an effective partner to the key leaders within the business including the general manager and key functional leaders (engineering, manufacturing, sales, etc)
- Drive strategic customer acquisition and product development & investment along with driving manufacturing & operational strategy and efficiency.
- Balance long term strategic goals with near-term financial objectives.
- Develop the Company’s Legal Entity and Financial Shared Service (FSS) strategy.
- Oversee all transactional activities comprising general ledger accounting, accounts payable, accounts receivables, travel & entertainment expenses, Treasury and operational tax activities.
- Responsible for month end close processes, monthly US-GAAP reporting as well as statutory financial statements
- Drive all aspects of HCC’s tax strategy including corporate tax, customs duties and other such indirect taxes
- Drive relationship with various external parties such as Statutory Auditor, Tax Advisor, and the Works Council.
- Represent HCC in developing and executing M&A and other investment activities
- Work with various compliance organizations and internal audit organization to improve the overall control environment and to share best practices
- Build a highly effective, engaged and empowered team
- Streamline organization and build succession plan, develop next-generation leaders
- Coach and develop professionals, build functional expertise
Skills on Resume:
- Strategic Planning (Hard Skills)
- Financial Oversight (Hard Skills)
- Leadership (Soft Skills)
- Customer Acquisition (Hard Skills)
- Legal and Financial Strategy (Hard Skills)
- Tax Strategy (Hard Skills)
- Compliance Management (Hard Skills)
- Team Development (Soft Skills)
4. Finance Lead, Blue Sky Analytics, Atlanta, GA
Job Summary:
- Working along with the centralized finance team and external consultants to prepare financial statements for the EMEA region as per local GAAP.
- Responsible for meeting the accounting compliances for each of the geographies in EMEA.
- Assessing the financial audit requirement as per law and meeting the audit timelines.
- Implementing local internal controls and introducing processes to achieve the financial control objectives.
- Working on the accounting ERP, especially the GL module, and understanding the month-end accrual processes.
- Reconciliation between ERP data and FSs prepared by external consultants.
- Working closely with Tax consultants and supporting VAT returns for the EMEA countries.
- Timely reconciliations between local GAAP FS & Tax returns.
- Performing planned vs. actual Sales analysis.
- Preparing and sharing monthly reports for EMEA.
- Participation in Sales Forecast Calls & Hiring Requisition approval, tracking as per plan, and cost budget.
- Driving efficiencies in employees’ reimbursements & reporting.
- Reviewing the resolution of all escalations/queries raised by employees on reimbursements + payroll to the centralized processing team and facilitating closure on time.
- New hires induction on T&E processes & ensuring travel policy compliance.
- Ensuring spend management controls by implementing related systems, processes, and working very closely with the central AP team.
- Ensuring that all the invoices and supporting of bank direct debit, credit cards, and PayPal are submitted by stakeholders as per SLAs.
Skills on Resume:
- Financial Reporting (Hard Skills)
- Compliance Management (Hard Skills)
- Audit Coordination (Hard Skills)
- Internal Controls (Hard Skills)
- ERP Proficiency (Hard Skills)
- Tax Support (Hard Skills)
- Analytical Review (Hard Skills)
- Process Improvement (Soft Skills)
5. Finance Lead, Quantum Financial Planning, Seattle, WA
Job Summary:
- Partner with business segments in the development, documentation and implementation of Site Perimeter cost reporting and analysis, including headcount, operational expenditures (manufacturing, quality, maintenance, overhead).
- Partner with business segments to understand key cost drivers
- Support operations optimization initiatives through analysis of spending trends to identify and track cost-cutting measures and productivity opportunities.
- Lead development, documentation, and implementation of standard work processes.
- Support the preparation of presentations for the Functional reviews, Operations Monthly Financial Review, Executive Committee, Board of Directors.
- Develop an understanding of operational objectives and cost structure and provide deep-dive financial and operational analysis to support key business decisions.
- Develop enterprise-wide cost view of the various Operations functions including Supply Chain, EH&S, Quality and Operational Excellence
- Looking at effectiveness across segments.
- Work closely with the CEO and own the financial models
- Financial planning and investor relations (we're raising both equity and debt capital).
- Own the relationship with external accounting providers and results.
- Formalize internal controllership and payment processes.
- Collaborate with the Growth team to establish an ideal customer profile based on business economics.
- Manage company cash flow.
Skills on Resume:
- Cost Analysis (Hard Skills)
- Process Optimization (Hard Skills)
- Process Documentation (Hard Skills)
- Financial Planning (Hard Skills)
- Presentation Development (Hard Skills)
- Strategic Analysis (Hard Skills)
- Stakeholder Collaboration (Soft Skills)
- Cash Flow Management (Hard Skills)
6. Finance Lead, Elite Finance Strategies, Denver, CO
Job Summary:
- Prepare the management accounts, and seek to implement a best practice approach for financial accounting controls.
- Design and implement the necessary controls to protect the organization’s assets and prevent any potential areas of fraud.
- Be determined by any changes required and outlined by the CEO and/or the Board and should meet the needs of internal audit recommendations.
- Meet and exceed internal customer requirements by being the organization’s champion for any new financial systems introduced
- Driving the development of existing ones.
- Ensure that appropriate financial policies are implemented, documented and become part of the core work of the finance department
- Raise the profile of the Finance Department through the provision of a service that meets the needs of all stakeholders.
- Seek to communicate effectively throughout the organization
- Actively participate in relevant forums and cross-departmental working groups as deemed appropriate.
- Work with programs and operations teams to minimize costs and maximize revenues without compromising on essential impact and scale priorities.
- Design and implement finance systems in all organic regional growth operations and support the integration of operations acquired via M&A
- Document all system processes via policies, procedures and workflows
- Support Finance Systems and Project Manager in the project and regional growth delivery
Skills on Resume:
- Financial Controls (Hard Skills)
- Asset Protection (Hard Skills)
- System Implementation (Hard Skills)
- Policy Development (Hard Skills)
- Stakeholder Engagement (Soft Skills)
- Effective Communication (Soft Skills)
- Cost Management (Hard Skills)
- Project Support (Hard Skills)
7. Finance Lead, Horizon Investments, Charlotte, NC
Job Summary:
- Prepare the management accounts for each academy in line with the monthly accounting timetable.
- Deliver all reports to the relevant deadlines.
- Devolve operational reporting and ownership of budgets
- Academy leads through the provision of the appropriate reporting tools
- Enable academy leads to manage budgets
- Plan and review the financial performance of academies.
- Develop 1-, 3-, 5-year strategy and strategic plans for financial management and sustainability
- Assist the COO and Programs Lead with the preparation of the consolidated annual budget and forecasts.
- Develop appropriate systems to drive the effective implementation of the budget.
- Prepare the operational budget timetable and work with both internal and external customers
- Enable the organization to meet agreed deadlines.
- Work with external auditors to manage auditing processes for the organization.
- Manage new and existing regulatory requirements where appropriate and incorporate them into the financial and management accounts.
- Complete and deliver operational information/payments to FIRS, LIRS and other government and regulatory bodies
Skills on Resume:
- Financial Reporting (Hard Skills)
- Budget Management (Hard Skills)
- Strategic Planning (Hard Skills)
- Forecasting (Hard Skills)
- System Development (Hard Skills)
- Regulatory Compliance (Hard Skills)
- Stakeholder Communication (Soft Skills)
- Audit Management (Hard Skills)
8. Finance Lead, Apex Financial Management, Columbus, OH
Job Summary:
- Ensure the robustness of all finance systems taking into account any required enhancements and upgrades
- Develop the existing finance system to empower each academy team
- Exercise financial control over areas of the business.
- Review the financial management needs of the organization and propose new systems
- Processes to support these needs
- Lead on any changes required to processes and procedures
- Drive and motivate the team to meet set goals and objectives.
- Create and document service-level agreements with all customer groups.
- Be responsible for the approval of day-to-day treasury movements adhering to
- Appropriate fiscal policy and procedures of the organization.
- Continually increase the department’s profile across the organization.
- Be fundamental to the delivery of a financial management framework for the organization
- Seek to increase awareness of the work of the department and what it can offer and also what it expects, from its internal customers.
Skills on Resume:
- System Enhancement (Hard Skills)
- Financial Control (Hard Skills)
- Process Improvement (Hard Skills)
- Strategic Planning (Hard Skills)
- Team Leadership (Soft Skills)
- Motivation (Soft Skills)
- Documentation (Hard Skills)
- Stakeholder Engagement (Soft Skills)
9. Finance Lead, Visionary Finance Solutions, Phoenix, AZ
Job Summary:
- Lead and align Financial and Accounting Operations of the company and affiliates with Group Finance’s directions and requirements.
- Standardize all financial reports of the company and affiliates, e.g., financial planning, preparation
- Review of budgets and forecasts, and preparation of all financial reporting.
- Provide strategic financial and accounting advice to Country GM and SMTs of the company and affiliates
- Make better data-driven decisions through key financial analysis.
- Consolidate monthly financial results of the company and affiliates.
- Manage and review key financial reports of the company and affiliates submitted to Group Office and local statutory (e.g. monthly, quarterly, business plan reports).
- Participate in regular financial performance reviews of the company and affiliates with Group Office.
- Formulate the agenda, approach, and materials for the quarterly Strategy Workshop for SMTs and Direct Reports (DRs) of the company and affiliates
- Manage and review financial forecast and budgeting for the company and affiliates.
- Take a key role in the business planning of the company and affiliates with key internal partners – both Local and with Group Office.
- Prepare a presentation on the overview of the company and affiliates’ Business Performance for Country GM, Country Board of Directors, Group Office.
- Shape attention of SMTs and DRs of the company and affiliates toward key performance drivers and main issues through financial insights and data analytics.
- Lead monthly sales performance dialogue with Sales channel heads (SMTs and DRs) of the company and affiliates
- Consolidate and assist with planning and maintaining different startup companies’ finances in Yıldız Ventures
- Take an active role in the budget process
- Monthly actual vs. budget performance analysis
Skills on Resume:
- Financial Leadership (Hard Skills)
- Financial Reporting (Hard Skills)
- Budget Management (Hard Skills)
- Forecasting (Hard Skills)
- Data Analysis (Hard Skills)
- Strategic Planning (Hard Skills)
- Decision Making (Soft Skills)
- Communication (Soft Skills)
10. Finance Lead, Pioneer Financial Group, Las Vegas, NV
Job Summary:
- Provide recommendations for performance improvement.
- Embed channel profitability in BPM to enforce bottom-line accountability of Sales channel function/department heads (SMTs and DRs) of the company and affiliates.
- Reinforce business partner role in helping Non-Sales function/department heads (SMTs and DRs) of the company and affiliates deliver targets e.g. by leading quarterly performance dialogues with them.
- Enforce spending discipline and razor-sharp expense forecasting in the organization by intensive engagement with and challenging SMTs and DRs of the company and affiliates.
- Perform annual expense study including conducting surveys with budget owners
- Managing DAC implications and the company’s expense overrun of the company and affiliates.
- Support decision-making of SMTs and DRs of the company and affiliates by developing feasibility studies (business case) for new business initiatives
- Provide recommendations and challenge Project Managers on actual results versus the initial business case.
- Embed forecasting of local statutory profit in quarterly forecasting process to support tax planning
- Help to manage STAT profit (e.g. support planning of capital gains) of the company and affiliates.
- Initiate strategic projects that help achieve the company’s objectives of the company and affiliates.
- Be primarily responsible for supporting projects in all financial related metrics of the company and affiliates.
- Prepare monthly balance sheet, P&L, cash flow and other operating information for top management
- Follow up the business performance by preparing financial statements and management reports
Skills on Resume:
- Performance Analysis (Hard Skills)
- Profitability Management (Hard Skills)
- Financial Forecasting (Hard Skills)
- Expense Management (Hard Skills)
- Decision Support (Hard Skills)
- Project Management (Hard Skills)
- Strategic Planning (Hard Skills)
- Leadership (Soft Skills)
11. Finance Lead, Legacy Financial Partners, Memphis, TN
Job Summary:
- Leading the Finance & Accounting team
- Analyze and reconcile bank statements and general ledgers.
- Reconcile Account Receivables and accounts payable with other parties
- Doing daily payments for vendor and customer
- Execute recording daily reconciliation of journal entries into the accounting system.
- Complete end-of-month close procedures.
- Prepare financial monthly and annual reports.
- Prepare analysis of accounts
- Respond to internal and external inquiries related to daily journal entries.
- Provides financial status information by preparing special reports, and completing special projects.
- Provide support during an ad-hoc task and/or audit-related
- Deliver supported finance systems, establishing and delivering wider team query resolution within defined SLAs
- Identify, scope and propose future development requirements on existing finance systems
- Drive development and documentation of the long-term finance systems strategy and roadmap.
- Including full assessment and documentation of system limitations and opportunities
- Integration of finance systems with upstream trading systems and other supporting data sources
Skills on Resume:
- Financial Analysis (Hard Skills)
- Reconciliation (Hard Skills)
- Account Management (Hard Skills)
- Reporting (Hard Skills)
- Integration (Hard Skills)
- Strategy (Hard Skills)
- Problem Solving (Soft Skills)
- Leadership (Soft Skills)