FINANCIAL SERVICES DIRECTOR RESUME EXAMPLE

Published: Apr 4, 2025 - The Financial Services Director oversees daily financial operations by applying accounting principles, managing reconciliation processes, and ensuring accurate financial reporting. This role strengthens internal controls and procedures to support compliance, monthly closings, and detailed financial analysis. The Director collaborates with stakeholders to address anomalies, deliver insights, and meet organizational needs through audit-driven financial reviews.

Tips for Financial Services Director Skills and Responsibilities on a Resume

1. Financial Services Director, Granville Health System, Oxford, NC

Job Summary: 

  • Responsible for the following functional areas and responsibilities such as General accounting functions to ensure the reasonability of books and records
  • Special purpose funds and investments (ensure compliance with policies, monitor and evaluate performance) such as billings and accounts receivable (patient accounts) and Payroll
  • Revenue recognition, primarily government funding but also related to sundry, primarily IT contracts
  • Optimizing Finance IT projects and functions
  • Leads complex professional, administrative, and technical accounting and finance functions necessary to maintain the accounting and financial records and systems of Sunnybrook, including 
  • Manage the monthly or annual financial close and associated reporting
  • Lead role in the preparation of Sunnybrook’s consolidated financial statements by Public Sector Accounting Standards
  • Lead in executing the external audit process and collaborating on the planning, fieldwork, and finalization of Sunnybrook’s consolidated audited financial statements with the appropriate stakeholders
  • Oversee the external audit process for Sunnybrook Research Institute (a separate legal entity)
  • Responsible for compliance with and preparation and submission of reports required by regulatory agencies
  • Work closely with the Director, Financial Planning and Analysis, and Financial Director, Capital and Treasury, to coordinate and review reporting to government health authorities on a quarterly and annual basis
  • Led and executed the evolution and deployment of appropriate IT systems or solutions to optimize resources and seek efficiencies, 
  • Represent the company's interests in the Integrated Technology Solution (ITS)


Skills on Resume: 

  • Financial Reporting (Hard Skills)  
  • Audit Management (Hard Skills)  
  • IT Optimization (Hard Skills)  
  • Revenue Recognition (Hard Skills)  
  • Regulatory Compliance (Hard Skills)  
  • Stakeholder Collaboration (Soft Skills)  
  • Team Leadership (Soft Skills)  
  • Process Improvement (Soft Skills)

2. Financial Services Director, Oregon Mutual Insurance, McMinnville, OR

Job Summary: 

  • Report to the Board of Directors against agreed business plan objectives and targets
  • Identifying key opportunities within the marketplace to target and develop business plans
  • Drive the growth of the business beyond the existing relationships by recruiting new companies, involving pitching new accounts and setting up new accounts
  • Drive the growth of income through increasing KPIs
  • Direct responsibility for working with self-employed advisers against key KPI objectives for the lead source supplied, including setting expectations for self–generated activity
  • Train all partners with emphasis on the induction of new advisors and the induction of new estate agency staff to get new starters trading quickly
  • Overall responsibility for Advisor recruitment, with final sign-off on candidate job offers to agreed budget levels
  • Control within agreed budgets
  • Work with the administration of the business via Admin Manager to include reporting, pipeline quality, gatekeeping, income projection, and payment
  • Responsibility for managing partnerships and suppliers and evaluation of alternatives
  • Ensuring compliance with all contracted SLAs with all partners
  • Overall responsibility for IT, Data quality, and security within the interfacing of data with estate agency partner businesses, to include IT development planning and requesting system upgrades


Skills on Resume: 

  • Business Planning (Hard Skills)
  • Market Development (Hard Skills)
  • Client Acquisition (Soft Skills)
  • KPI Management (Hard Skills)
  • Advisor Training (Soft Skills)
  • Recruitment Oversight (Soft Skills)
  • Budget Control (Hard Skills)
  • Compliance Assurance (Hard Skills)

3. Financial Services Director, City of Boca Raton, Boca Raton, FL

Job Summary: 

  • Oversee the administration of municipal funds, debt administration, insurance, financial forecasting, auditing, investments, purchasing, inventory, personnel benefits, and pension administrative services
  • Hire and lead a highly qualified team of professionals
  • Implementation and monitoring of the company’s budget process
  • Develop and implement the department’s goals, policies, and procedures in compliance with applicable government regulations
  • Seek grant opportunities from all possible public and private sources to maximize grant revenues for the company
  • Liaise with other company departments, outside agencies, and community groups
  • Explain and discuss various aspects of the company’s fiscal plans and policies
  • Attend and conduct public meetings, presentations, hearings, media events, and advisory committees to obtain a public response and explain the company's plans and policies
  • Performs complex financial analyses, oversees the financial analytics team
  • Serves as financial subject matter expert on cross-divisional business intelligence team to advise academic and operational partners in optimizing financial performance
  • Managing program investment risks and developing business models with campus and external partners
  • Cultivating a positive labor relations environment within the teams through coaching and mentoring of staff


Skills on Resume: 

  • Financial Oversight (Hard Skills)  
  • Team Leadership (Soft Skills)  
  • Budget Management (Hard Skills)  
  • Policy Development (Hard Skills)  
  • Grant Seeking (Hard Skills)  
  • Public Engagement (Soft Skills)  
  • Risk Management (Hard Skills)  
  • Staff Mentoring (Soft Skills)

4. Financial Services Director, Schenectady County, Schenectady, NY

Job Summary: 

  • Partner with leadership from the Payments group and BHFS to ensure both business units are aligned
  • Work with leadership and team to prepare targets and budgets and consolidate them into one overall yearly or quarterly target or budget
  • Create, update, and maintain financial models and detailed forecasts of the department’s yearly
  • Examine and evaluate the cost-efficiency of the department in light of what percentage of the company’s financial resources each department consumes and its impact on the bottom line
  • Prepare internal reports for executive leadership and support their decision-making to ensure they are the best use of the company’s working capital
  • Look at the return on investment and comparisons with other scenarios that utilize cash
  • Compare historical results against budgets and forecasts and perform variance analysis to explain differences in performance and make improvements going forward regarding its operating model and partner distribution strategy
  • Improve and ensure data governance and integrity on key metrics
  • Prepare internal reports for executive leadership and support their decision-making
  • Determine which distribution product or channel combination in which regions generates the biggest net contribution
  • Collaborating with FP&A colleagues on company-wide financial models and detailed forecasts of the company’s year
  • Develop, coach, lead, and inspire a team of professionals to deliver results


Skills on Resume: 

  • Financial Modeling (Hard Skills)  
  • Budget Planning (Hard Skills)  
  • Variance Analysis (Hard Skills)  
  • ROI Evaluation (Hard Skills)  
  • Data Governance (Hard Skills)  
  • Executive Reporting (Hard Skills)  
  • Cross-Functional Collaboration (Soft Skills)  
  • Team Development (Soft Skills)

5. Financial Services Director, Freedom Village at Holland, Holland, MI

Job Summary: 

  • Help the company drive revenue growth in a major Banking or Financial Markets client based on existing relationships combined with specialized Financial Services consulting and solutions capabilities
  • Develop and execute new business for the company to ensure its growth and progress, focusing mainly on one large international investment bank
  • Develop strategic value propositions articulating how capabilities can help clients meet their complex needs, originating through regulatory challenges, technological advances, and cost pressures from volatile markets
  • Building on the existing relationships and positioning as a trusted partner within a major Banking or Financial Markets client in Brazil
  • Undertake an advisory and assurance role during project delivery, ensuring excellent delivery and full client satisfaction
  • Business development and client management to grow existing clients and build new accounts, lead proposals, and win
  • Manage a portfolio of client projects including personal utilisation
  • Development of methodologies and products, marketing
  • Recruit, manage, lead, and develop exceptional staff
  • Ensure team and individual development, along with cross-training and succession planning
  • Assisting in the development of the Portfolio’s mission, vision, and strategic direction
  • Overall responsibility for sales compliance for all new written business


Skills on Resume: 

  • Revenue Growth (Hard Skills)  
  • Client Management (Soft Skills)  
  • Strategic Planning (Hard Skills)  
  • Business Development (Hard Skills)  
  • Project Oversight (Soft Skills)  
  • Sales Compliance (Hard Skills)  
  • Staff Leadership (Soft Skills)  
  • Market Positioning (Soft Skills)

6. Financial Services Director, Lifespace Communities, Dallas, TX

Job Summary: 

  • Understand financial activity, reconciliation process, financial reporting, accounting principles and practices
  • Manage and lead the day-to-day operations team
  • Understand functions in business operations, business processes, organizational legal structure, financial systems, and software
  • Utilize controls and procedures to establish strong controls in financial transactions, processing, closing, analysis, and reporting
  • Establish and coordinate the monthly reconciliation and closing process
  • Understand accounting principles and practices, fundamentals of cost accounting, monthly accruals, impact on cash/tax accounting, and reconciliation of the sub-ledgers to the general ledger
  • Analyze monthly financial activity and investigate unusual fluctuations and discrepancies, identifying anomalies and proposing solutions
  • Provide support and counsel to stakeholders
  • Liaise with stakeholders to ensure delivery of appropriate customer needs
  • Apply an audit and forensic approach to reviewing the financial activity
  • Ensures adequacy and effectiveness of internal controls, Finance policies and procedures, and financial systems


Skills on Resume: 

  • Financial Analysis (Hard Skills)  
  • Team Management (Soft Skills)  
  • Process Control (Hard Skills)  
  • Accounting Knowledge (Hard Skills)  
  • Audit Review (Hard Skills)  
  • Stakeholder Support (Soft Skills)  
  • System Oversight (Hard Skills)  
  • Problem Solving (Soft Skills)

7. Financial Services Director, Bryten Real Estate Partners, Charlotte, NC

Job Summary: 

  • Manage the process of communicating the findings and the proposed solutions to senior leadership, systems, IT, and other groups within the organization
  • Apply data analytics/modeling tools, such as Tableau, Alteryx, Power BI, etc. to visualize and accentuate discrepancies
  • Develop and implement controls and procedures to establish that processing, analysis and reporting are done timely and accurately
  • Coach, train, build and lead teams in a wide variety of areas including but not limited to teaming, interpersonal skills, relationship building, and business knowledge
  • Build solid relationships with partners, controllers, directors, managers, staff members, and other personnel
  • Create a positive environment, and monitor the workloads of team members
  • Provide meaningful feedback promptly, and keep leadership and staff members informed of progress and issues
  • Manages and reviews analysis prepared for multiple monthly, quarterly, and annual foreign entity and employment tax filing requirements
  • Reviews and analyzes account reconciliations for domestic/foreign employment and withholding taxes as well as shadow payroll cost and excess tax cost calculations
  • Identify and foster efficiency improvements and build an atmosphere of continuous improvement
  • Manages financial planning, budgeting and reporting, accounting, purchasing, payroll, contracts and grants, and risk management


Skills on Resume: 

  • Data Visualization (Hard Skills)  
  • Control Development (Hard Skills)  
  • Team Leadership (Soft Skills)  
  • Relationship Building (Soft Skills)  
  • Tax Analysis (Hard Skills)  
  • Continuous Improvement (Soft Skills)  
  • Financial Planning (Hard Skills)  
  • Feedback Delivery (Soft Skills)