FINANCE OPERATIONS ASSOCIATE RESUME EXAMPLE

Published: Mar 19, 2025 - The Finance Operations Associate supports strategic planning, including establishing annual objectives, key results, and resource plans. Operational excellence is driven by identifying and implementing efficient processes, enhancing metrics, and improving cross-functional collaboration. Responsibilities include managing communications, supporting special projects, and handling invoicing, cancellations, and credit notes for e-product offerings.

Tips for Finance Operations Associate Skills and Responsibilities on a Resume

1. Finance Operations Associate, GreenTech Solutions, Austin, TX

Job Summary: 

  • Manage day-to-day Finance Operations tasks
  • Assist with monitoring and managing of  treasury and trading ecosystem
  • Develop new processes and procedures to improve business operations
  • Handling payments, and settlements as well as managing banking and exchange relationships
  • Communicate directly with market makers and high-value clients to resolve payment inquiries
  • Communicating financial risks to management
  • Collaborate with the Customer Success team to resolve payment inquiries of retail customers
  • Provide operational support to other functions including Account Management, Compliance, Accounting, Lending and Markets teams.
  • Take ownership of internal and external inquiries and provide fast and professional resolution


Skills on Resume: 

  • Finance Operations (Hard Skills)
  • Treasury Management (Hard Skills)
  • Process Development (Hard Skills)
  • Payment Handling (Hard Skills)
  • Client Communication (Soft Skills)
  • Risk Communication (Soft Skills)
  • Cross-functional Collaboration (Soft Skills)
  • Inquiry Resolution (Soft Skills)

2. Finance Operations Associate, BlueWave Enterprises, Denver, CO

Job Summary: 

  • Performing daily export control business operations considering German, EU and export control legal requirements
  • Execute SAP’s export compliance processes, such as business partner screening, sanctioned party list screening, business partner classification
  • Processing of export control classification (ECCN) requests
  • Coordinating and communicating with internal stakeholders including Sales, Finance, Development, Delivery Units
  • Close collaboration with the IT department to jointly work business requirements & issue resolution
  • Providing Project Management support
  • Educating other employees and management about the importance of operational controls
  • Develop and deliver monthly control monitoring reporting results
  • Monitoring selected controls to assess how effective management is managing level of exposure and providing monitoring tools to increase internal control effectiveness
  • Responsible for overseeing internal quality assurance functions, monitoring controls for effectiveness and maintaining the internal control frameworks in place. 


Skills on Resume: 

  • Export Control (Hard Skills)
  • SAP Compliance (Hard Skills)
  • ECCN Processing (Hard Skills)
  • Stakeholder Coordination (Soft Skills)
  • IT Collaboration (Soft Skills)
  • Project Management (Hard Skills)
  • Employee Education (Soft Skills)
  • Internal Control Monitoring (Hard Skills)

3. Finance Operations Associate, Peak Performance Group, Seattle, WA

Job Summary: 

  • Assist with the preparation of the Annual Report and routine Financial statements of the Company while also liaising with the external auditor to ensure that all statutory obligations are met.
  • Assist in the preparation and analysis of monthly and quarterly financial reports to provide key financial accounts, analysis and commentary to the Board.
  • Process all vendor payments and all Director payrolls (via a 3rd Party SLA) in accordance with the agreed operating procedures.
  • Deliver all accounts receivable and related banking operations for the Company.
  • Deputise as Secretary to the Audit & Risk Committee (as required) and provide support in the management of risk and governance for the ICCL.
  • Assist with the monthly investment process in line with policies and procedures to ensure effective management of the Company's reserves.
  • Contribute to projects that will increase the operational efficiency of the Company.
  • Provide support to senior staff on related matters and ad-hoc tasks 
  • Improving finance and business control operations, implementing and improving business processes, setting up (accounting) policies and procedures that will help scale operations 
  • Daily operational finance and accounting, such as cash management and reporting, while mentoring junior team members.
  • Coordinating, preparing for, and facilitating various external reviews, audits and onboarding of new stakeholders.
  • Work on various ad hoc financial projects together with the team.


Skills on Resume: 

  • Financial Reporting (Hard Skills)
  • Vendor Payment Processing (Hard Skills)
  • Risk and Governance (Soft Skills)
  • Investment Management (Hard Skills)
  • Operational Efficiency (Soft Skills)
  • Business Process Improvement (Hard Skills)
  • Cash Management (Hard Skills)
  • Team Mentoring (Soft Skills)

4. Finance Operations Associate, Silverline Partners, Dallas, TX

Job Summary: 

  • Lead the transition to house Financial Operations
  • Build exceptional financial, commercial and operational reporting
  • Lead on compliance activities and ensure VAT, R&D and Accounts are on time (with the help of 3rd party bookkeeping)
  • Bring month end close to >2 days via automation and implementation of systems
  • Support building of live reporting (e.g via dashboards) with SMEs in the team
  • Work closely with the CFO and Commercial Finance Manager on financial modeling and updating other reports
  • Working as part of the Finance Operations team, providing support to both the greater Operations and Finance teams
  • Managing daily and monthly reconciliations of core platforms including exception detection and remediation
  • Working with teams across the Bank with regard to process and product developments and enhancements
  • Manage the operational aspects of Securitisation portfolios including data management, cash collection and reporting


Skills on Resume: 

  • Financial Operations (Hard Skills)
  • Reporting (Hard Skills)
  • Compliance Management (Hard Skills)
  • Automation Implementation (Hard Skills)
  • Financial Modeling (Hard Skills)
  • Cross-functional Support (Soft Skills)
  • Reconciliation Management (Hard Skills)
  • Process Improvement (Soft Skills)

5. Finance Operations Associate, Horizon Industries, Portland, OR

Job Summary: 

  • Manage internal processes and proactively collaborate with other areas of the company to troubleshoot errors and carry out root cause analysis
  • Be a super user of own technology platform for contract lifecycle management and procurement-related activities
  • Support/manage existing platforms and find opportunities to adopt new financial tools to elevate productivity and increase efficiency
  • Deliver reports on the back of data analysis, provide support on managing data quality, and provide high-level recommendations
  • Support the design, build, and maintenance of automation and critical system integrations
  • Define metrics, develop insights, and take steps to drive initiatives to improve the satisfaction of clients, clinicians, and the marketplace
  • Provide ad-hoc analysis of historical data to identify trends and key insights
  • Build, maintain, and improve processes and playbooks to manage and take action on data related to clinician and client performance, with a focus on clinician pay and other finance operations
  • Work collaboratively across Wheel’s multiple Operations teams and Clinical team to build, scale, and support clinician performance functions
  • Communicate with clinicians to gather feedback, solve problems, and drive engagement


Skills on Resume: 

  • Root Cause Analysis (Hard Skills)
  • Platform Management (Hard Skills)
  • Financial Tools (Hard Skills)
  • Data Reporting (Hard Skills)
  • System Integration (Hard Skills)
  • Client Satisfaction (Soft Skills)
  • Process Improvement (Hard Skills)
  • Cross-functional Collaboration (Soft Skills)

6. Finance Operations Associate, Redwood Financial, Chicago, IL

Job Summary: 

  • Support strategic planning processes, such as establishing annual objectives, key results and multi-year fiscal and resource plans.
  • Positively impact operational excellence in the organization by identifying and implementing processes that create efficiency, remove obstacles and improve operational metrics.
  • Develop and manage communications including business updates for internal and external engagements.
  • Manage and grow relationships with cross-functional partners, understanding needs and ensuring mechanisms and business processes drive higher levels of partnership and collaboration.
  • Support special projects focused on-site or organizational initiatives, partnering with cross-functional teams to establish and execute new processes as needed by the business.
  • Course creation and maintenance
  • Processing of Preferred card orders & Bulk sales orders for e-product offerings
  • Maintenance of Local Discount Agreements & Training Partner Conditions
  • Campaign code management
  • Invoicing, issuing cancellations and credit notes
  • Close cooperation and communication with internal customers
  • Support in handling incoming calls, striving for excellent answered calls ratio


Skills on Resume: 

  • Strategic Planning (Hard Skills)
  • Operational Efficiency (Hard Skills)
  • Process Implementation (Hard Skills)
  • Communication Management (Hard Skills)
  • Relationship Building (Soft Skills)
  • Cross-functional Collaboration (Soft Skills)
  • Project Management (Hard Skills)
  • Customer Support (Soft Skills)