SENIOR FINANCIAL SERVICES MANAGER SKILLS, EXPERIENCES, AND JOB REQUIREMENTS
Updated: Oct 09, 2025 - The Senior Financial Services Manager oversees tax engagements with expertise in corporate taxation, multistate compliance, and tax provision review. This role ensures accurate application of tax standards, manages project deadlines, and supervises teams while fostering strong relationships with clients and internal stakeholders. The senior manager also utilizes advanced tax research tools, maintains detailed documentation, and supports strategic decision-making through effective communication and leadership.
Essential Hard and Soft Skills for a Senior Financial Services Manager Resume
- Financial Modeling
- Tax Preparation
- Data Analysis
- SQL Proficiency
- GAAP Knowledge
- IFRS Knowledge
- Microsoft Excel
- Financial Reporting
- Audit Execution
- Regulatory Compliance
- Problem Solving
- Team Leadership
- Communication
- Stakeholder Management
- Multitasking Ability
- Relationship Building
- Adaptability
- Time Management
- Negotiation
- Strategic Thinking
Summary of Senior Financial Services Manager Knowledge and Qualifications on Resume
1. BA in Finance with 5 years of Experience
- Proven problem solver with high intellectual curiosity and strong analytical and financial modeling abilities
- Know financial planning inside and out and are familiar with building financial models
- Excellent written and oral communication skills
- Demonstrated ability to develop and maintain collaborative working relationships
- Be data savvy and comfortable pulling data using SQL to conduct analysis
- Have experience with analytics software
- Demonstrate high-level capabilities in Microsoft Excel and PowerPoint
- Experience with Financial Services, Credit Cards, or Banking industries
- Strong superior analytical and research skills
- Ability to encourage a team environment on engagements and contribute to the professional development of assigned personnel
2. BA in Accounting with 7 years of Experience
- Experience as an auditor in an accounting firm, ideally with experience serving clients in the FSO industry
- An internationally recognized professional accounting qualification, such as an RA, CA, CPA, ACA, ACCA, or equivalent
- Working knowledge of US GAAP and/or IFRS
- Engagement management, execution, and reporting skills, and the ability to build relationships with clients with a diverse range of backgrounds
- Ability to prioritize when managing multiple projects simultaneously
- Excellent communication and negotiation skills, and a collaborative approach to management
- Flexibility to constantly learn and adapt in a fast-paced environment
- Excellent communication skills and good technology skills across basic Office applications and products
- Must have Accounting qualifications such as ACA/CA/ACCA/CPA or equivalent
- Exposure to banking regulations and how they impact BCM clients
- An interest in developing technologies and how they can impact our clients (eg, Cloud computing)
3. BA in Economics with 10 years of Experience
- Deep knowledge of BCM Finance Functions, across different dimensions of the operating model
- Ability to assist clients through the provision of advice, the delivery of implementation projects, investigation and resolution of accounting and regulatory issues
- Ability to cultivate and leverage a large network within EY
- Be a self-starter and be results-driven
- Relationship cultivation and stakeholder management to broaden and deepen our relationships with our clients, specifically with the Finance Function
- A drive to learn and develop across a range of topics
- Ability to manage and lead teams on projects and work with other Advisory and Assurance teams to deliver high-quality client service
- Experience in the BCM sector, in a capacity of Auditor/Consultant and/or working within industry, preferably in the Finance function
- Proven track record of business development and client engagement for a large, complex Management Consultancy or similar
- Ability to have significant exposure to Finance functions at financial corporate institutions
- Ability to network effectively within large organisations and build relationships with individuals and clients
- Advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues
4. BA in Business Administration with 8 years of Experience
- Prior experience in state and local/multistate experience
- Prior experience supervising tax professionals on a project or engagement basis
- Prior experience preparing and/or reviewing tax provisions
- Prior experience with corporate taxation, consolidations and partnerships
- Proficient in the use of Microsoft Office Suite, specifically Excel and Word
- Exposure to and familiarity with standard tax applications and research tools
- CPA certification or other relevant certification
- Excellent oral and written communication skills
- Solid organizational skills, especially the ability to meet project deadlines with a focus on details
- Ability to successfully multitask while working independently or within a group environment
- Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
- Capable of effectively managing a team of tax professionals and delegating work assignments
- Able to build and maintain strong relationships with internal and client personnel
- Executive presence and ability to act as primary contact on assigned engagements
- Ability to successfully interact with professionals at all levels
- Advanced knowledge of the appropriate application of tax standards to ensure effective and efficient delivery of tax services
- Advanced knowledge of sources of relevant information utilized in tax filings