• • Identified and reported key success criteria for project delivery resulting in successful outcomes.
  • • Managed governance for the project ensuring accountability and engagement of relevant stakeholders.
  • • Embedded a culture and attitude to achieve successful business outcomes.
  • • Delivered projects within allocated budgets resulting in a 10% reduction in project costs.
  • • Developed and maintained project plans to ensure on-time delivery of projects.
  • • Streamlined communication between project teams and senior management resulting in a 20% increase in productivity.
  • • Managed project risks and issues resulting in the resolution of 95% of identified risks and issues.
  • • Managed the delivery of pension services resulting in increased customer satisfaction and on-time delivery.
  • • Ensured effective stakeholder engagement and governance throughout the project lifecycle.
  • • Collaborated with senior management to identify and manage project risks and issues resulting in the resolution of 90% of identified risks and issues.
  • • Managed project budgets, ensuring projects were delivered within allocated budgets resulting in a 15% reduction in project costs.
  • • Managed cross-functional teams to ensure successful project delivery.
  • • Implemented new process improvements resulting in a 20% increase in project efficiency.
  • • Assisted in the delivery of large-scale projects resulting in on-time delivery and high-quality outcomes.
  • • Ensured effective stakeholder engagement and project governance throughout the project lifecycle.
  • • Supported senior management in project planning and risk management.
  • • Managed project budgets, ensuring projects were delivered within allocated budgets resulting in a 10% reduction in project costs.
  • • Collaborated with cross-functional teams to ensure successful project delivery.

5 Financial Project Manager Resume Examples & Guide for 2024

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Resume Guide

A financial project manager resume experience section to be proud of, taking control of your financial project manager resume’s skills section, finance project manager resume header: tips, red flags, and best practices, a financial project manager resume summary that spotlights your achievements, creating an impressive education section for your financial project manager resume, a professional format for your financial project manager resume, additional sections for your financial project manager resume, adding the right kind of creativity to your financial project manager resume, what makes a great financial project manager resume: key takeaways.

Financial Project Manager resume example

INDUSTRY STATS

According to the U.S. Bureau of Labor Statistics, Finance Project Manager positions are at a 17% growth rate, which is much faster than average. With that said, there are currently 681,700 jobs in the market right now. The total number of jobs is expected to increase by 118,200 to 799,900 in the period of 2020-30.

What’s more, the median annual wage for the Financial Project Manager jobs was $134,180 in May 2020. The lowest 10% earned less than $70,830 , and the highest 10% more than $208,000 .

Our conclusion? The Finance Project Manager job market is wide open for candidates.

Top financial project manager sections that make the best resume

  • Professional summary
  • Experience (with numbers and results)
  • Relevant skills
  • Certifications

what to write in your resume experience section

Writing a strong experience section for your financial project manager resume:

  • List your previous jobs in chronological or reverse-chronological format;
  • Use no more than 4-6 bullets per position;
  • Mention only relevant work experience;
  • Describe the tasks you were responsible for and how you managed to exceed expectations;
  • Show you’re able to take charge by choosing action verbs over buzzwords.

Looking for real-life examples of what a strong experience section looks like? Check out our suggestions below!

  • Consolidate, review, and analyze the property financial statements for the Captiva MVP Restaurant Partners portfolio
  • Perform necessary accounting guidance research and documentation for proposal to management team for approval and execution
  • Develop operational procedures and ensures adherence with such policies
  • Identify internal controls and process workflows for opportunities and new accounting policies & procedures to oversee implementation and ensure compliance
  • Checking the prices of purchase order (P/O) sheets.
  • Checking invoices for the suppliers and make monthly report to make debits & receive credit from them according to the prices.
  • Issue Monthly report explain total amount for buying &selling.
  • Involved in preparation of the Company's budget, Business plans.
  • preparing the Cash Management and Capital Investment, successful management of the Accounts Department.
  • preparation of the financial analysis and reporting it to the Management, review and approve company's transactions, ensure all expenses are within the projected budget and business plan.
  • Supervision and approval of company's transactions, monitoring the stock, receivable, payable, and preparation of Profit and Loss statements for the management, review budget.
  • Auditing and approving all Journal entries, company's payments and salaries, auditing and analyzing the trial balance, review and monitoring reports, profit and loss.
  • Responsible for day to day management of an 18-million-dollar budget
  • Supervised Accounts Payable, Accounts Receivable, Payroll and Customer Service personnel
  • Responsible for all aspects of Human Resources, Office Management and Safety Compliance
  • Project Setup and Tracking, Job Costing, WIP, Certified Payroll
  • Financial Reporting and Analysis, Budgeting, Cash Management and Forecasting
  • Professional Services Accounting/Bookkeeping, GL Posting, Accruals, Monthly Closings, Year End Audits
  • Responsible for day to day management of a 35-million-dollar budget
  • Cash Management and Forecasting, Accounts Receivable, Accounts Payable
  • Preparation of Preliminary Notices, Waivers, Releases, Bonds and Liens
  • Supervised Payroll and Human Resources
  • Filed Certified Payrolls, Payroll Taxes, Quarterly and Yearly Tax Returns, Generated W-2s/1099s
  • Construction Accounting, WIP and Financial Reporting
  • Helped the Bank to save 1.6 billion naira in 2015.
  • Managed finances for over 500 corporate client and innovated ideas to boost their businesses.
  • Generated over 500million naira liability within my first year.
  • Prepare and present monthly profitability report showing current revenue and projections.
  • Enhance and increase Point Of Sale collections from corporate clients by 70%
  • Responsible for accounting functions with specific focus on project accounting for current solar projects in South Africa
  • Manages creditors team to ensure accurate and timely payments
  • Compile and file company tax returns (Income/PAYE/VAT)
  • Owner of treasury function to assure accurate forecast and control over cash positions
  • Oversees and manages external audits for statutory financial reporting
  • Regular reporting and presentation to corporate accounting team in USA/France
  • Reviewing of project accounting functions and controls for utility solar projects in South Africa
  • Analyzing, reporting and investigating project variances against budgets ( completed 86MW solar project within operational budget)
  • Financial support for commercial negotiations with customers and sub-contractors
  • Preparation of monthly/quarterly reporting pack for presentation to corporate accounting team in USA/France
  • Reconciling of US GAAP Ledgers with local Statutory Ledgers
  • Managing of external audits for statutory financial reporting (no material audit adjustments reported)
  • Owner of treasury function
  • Preparation and filing of company tax returns (Payroll, Direct, Indirect)
  • Restructured the group of companies
  • Remuneration and benefits
  • Process improvements
  • Statutory compliance
  • Systems implementation
  • Staff management and training
  • Responsible for hiring and overseeing day-to-day operations of the finance team
  • Issue monthly payroll for 60+ employees, across 15 states and Canada
  • Maintain accurate financial records for over 100 separate operating accounts, including all journal entries
  • Developed and created financial process guide
  • Produce reports, perform financial analysis, and advise leadership team
  • Plan and execute $2 million budget annually
  • Oversee annual financial audit
  • Created and ensured financial accuracy of monthly financial reports
  • Monitored and controlled budget
  • Managed all accounts payable; 0 late payments in 5 years
  • Created and presented financial reports to board and association members biannually
  • Issued biweekly payroll
  • Issue monthly payroll for 50 employees, across 20 states and Canada
  • Maintain accurate financial records for over 100 separate operating
  • Developed and created comprehensive financial policies
  • Process, file, and pay monthly, quarterly, and annual taxes
  • Produced monthly financial analysis reports
  • Collaborated with Executive Director to plan annual budget and financial policies
  • Time entry and employee payroll in QuickBooks Pro system
  • Fill out new hires I-9 / W-4 / as well as form DE-34 to report new employee with EDD
  • Run required quarterly / yearly employee tax reports and enter into EDD - EFTPS (Employee Federal Tax Payment System) websites.
  • Pay Bi-Weekly required employee payroll taxes to EDD - EFTPS
  • Track and report prevailing wage jobs with Department of Industrial Relations
  • Input/Balance QuickBooks financials as well as company checkbooks
  • Prepare and expedite yearly company files for tax preparation
  • Prepare W-2 / W-3 / W-9 / 1099
  • Reconcile bank statements within the QuickBooks database
  • Maintain detailed spreadsheet reports for hourly employees on projects
  • Schedule/coordinate meetings with private and public agencies
  • Business partnering
  • Process Improvement
  • Cost Optimization
  • Financial and Data Analysis
  • Coordinating Budget and Forecast
  • Financial and Tax Reporting
  • Planning and Monitoring
  • Financial Modelling
  • Staff Management
  • Stakeholder Management
  • Time entry and employee payroll in QuickBooks Pro
  • New hires I-9 / W-4 / as well as form DE-34 to report new employee with Employment Development Department (EDD)
  • Run required quarterly / yearly employee tax reports and enter into EDD and Employee Federal Tax Payment System (EFTPS) websites
  • Reconcile bank statements and company financials within the Quickbooks database
  • Pay Bi-Weekly required employee payroll taxes to EDD
  • Prepare and expedite yearly company files for taxation season
  • Prepare yearly W-2 / W-3 / W-9 / 1099
  • Schedule/Coordinate meetings with private and public agencies
  • Track and report prevailing wage jobs with Department of Industrial Relations DIR
  • Operational reports preparation/analysis/Preparing ad-hoc reports upon managment request
  • Reconciliation with providers
  • Balances and turnovers controlling in payment systems
  • Participation in budgeting and forecasting revenue and cost of the company
  • Project owner of 1C migration (from v7 to v8) and further integration in business processes
  • Payment systems team supervision and mentoring (5 team members)
  • Recruitment process supervision / new hires onbording
  • Significant process improvement of the month end reporting cycle resulting in month end results being delivered 4 days earlier.
  • Reduction in high staff turnover by developing staff and implementing a performance management tool.
  • Finance lead on systems implementation project to convert from legacy ERP systems to SAGE X3, successful implementation in June 2018.
  • Developed management reports for the operational team to enable effective management of branch financial information.
  • Implemented financial reporting frameworks and processes for the initial two properties under management.
  • This improved client confidence thereby facilitating an additional 3 properties added to the portfolio.
  • Included variance analysis on a monthly and annual basis to monitor cash flow.

In writing your Financial Project Manager resume, you will no doubt want to list your previous duties - as you should. But steer clear of just listing your duties, instead of your achievements. Make your resume stand out by communicating what you have done, and not merely what the job needed you to do.

Action verbs for your financial project manager resume

Target Illustration

Recommended reads:

  • Can I Leave a Job I Was Fired From Off My Resume?
  • Resume Job Description: Samples & Tips To Help You Enhance Your Application

A skills section that shows what you’re capable of includes:

  • Keywords from the job advert to help you pass ATS;
  • Both hard and soft skills, incl. technical skills and people skills;
  • Skills that are relevant to the position you’re applying for;
  • No more than 15 skills – to keep your resume readable.

Top skills for your financial project manager resume

Microsoft Office

Project Management

Customer Service

Communication

Negotiation

Critical thinking

Problem solving

Collaboration

Add a Talent Section to your resume, where you can pick your top 3 soft skills and describe how you used them to complete a project or balance departmental communication.

  • Hard Skills on Resume: Top Hard Skills by Industry Sector

what to write in your resume header

Checklist for your financial project manager resume header

  • Your name and surname in a legible and larger resume font
  • The job title you’re applying for or your current job title as a subheading to your name
  • Link to your portfolio or online profile, such as LinkedIn
  • Address (City and State for the US; just your city for rest of the world)
  • Email address
  • Headshot (required or welcomed in the EU; not required and sometimes frowned upon in the US)

Stick to popular email providers such as Gmail or Outlook. And use these professional formats to create your username:

Some companies, states, and countries have non-discrimination policies about what kind of information can be included on your Financial Project Manager resume. This might include a photo (which is often included in a resume header and might be on personal web pages you link to). You can always email the company’s HR department to ask about their policies before you apply.

what to write in your resume summary

Checklist: a strong financial project manager resume summary:

  • Use adjectives that highlight the character traits you’re most proud of;
  • Mention 1-2 of your biggest achievements;
  • Add keywords from the job advert to increase your chances of passing ATS;
  • Keep the recruiter’s attention by going for short sentences.

Resume summary formula:

Read the job description carefully and understand what the hiring company is exactly looking for. After that, write your summary accordingly while highlighting your potential and ability to be the best at that job.

  • 10+ Resume Objective Examples & How To Guide

The education section: checklist

  • List your degrees in reverse-chronological order;
  • Include your degree subject, place of study, name of institution, and year of graduation;
  • Add a line or two about your relevant certifications;
  • Mention some classes and projects that have helped you gain additional skills.

Top certifications for your financial project manager resume

certification image

The Project Management Course: Beginner to PROject Manager

The Complete Course for becoming a Successful Project Manager

certification image

Project Manager's Playbook for Construction - Part 5 of 6

Project execution and control - Progress Payments, Productivity, Units and Labor, Financial Projections (Forecasting)

certification image

Project Management : Kickoff Your Project Manager Career

Project Management learning experience that will help students go from learners to competent project managers.

certification image

Practical Project Management for Managers and First Time PMs

Learn Project management so you can deliver your next project be on time, on budget, and to requirements.

certification image

Hybrid Project Management for Project Managers

Agile? Waterfall? Why not both? Learn the benefits of these approaches to develop your own recipe for project success.

Recommended reads.":

  • How to Put an MBA On Your Resume (With Examples)
  • When You Should (And Not) Add Dean's List On Your Resume

If you hold a certain major and a minor, your majors should be mentioned first.

There are some aspects worth taking into consideration when choosing the format of your Financial Project Manager resume. These include the position and company you’re applying for, your total years of experience, whether you’ve been through some employment gaps, and so on.

Generally speaking, there are three basic resume formats for you to choose from:

  • Reverse-chronological resume format ;
  • Functional skills-based resume format ;
  • Combination (or Hybrid) resume format .

The reverse-chronological resume format is just that: all your jobs listed in a reverse-chronological way, starting from the most recent and moving backward. It’s great for highly experienced professionals with over 10 years in the industry behind their backs. The reason for this: it’s almost entirely focused on experience and achievements.

The functional skills-based resume format, on the other hand, is just the opposite. It’s based on your skills, personality, and expertise. It highlights what you’re capable of even when you don’t have sufficient work experience. This makes it great for students, recent graduates, or people with larger career gaps.

If neither of these sounds like you, go for the combination resume format. It’s a combination of the best characteristics of other formats, which makes it great for showcasing different aspects of your career and education. It also gives you plenty of options to choose from – in terms of colors, structure, and sections.

hybrid (combination) resume format built on Enhancv platform

Check out our additional tips on perfecting your Financial Project Manager resume’s style and layout :

  • Choose traditional 1-inch resume margins ;
  • Go for a serif or sans serif resume font that’s easy to read yet looks professional (e.g. Arial, Verdana, or Calibri);
  • Keep your Financial Project Manager resume short : one-page template are preferable, but if you have over 10 years of experience, you can also go for a two-page format ;
  • Save your resume as PDF and choose a suitable name, e.g. NameSurnameResume;

Tired of looking for ways to make your resume stand out? Read this article !

  • Targeted Resume: 3-Step Process to Win Any Recruiter Over
  • Resume Headings To Stand Out With

Test your draft Financial Project Manager resume by sending it out to peers and mentors in your circles. Ask them to review it as if they are hiring you for a project and implement the feedback afterwards.

After drafting the required sections of your Financial Project Manager resume, it’s now time to move to something a bit more fun. There are a number of sections you can add to your resume depending on the company, the position, and how you’re feeling in general:

  • Publications
  • Hobbies and interests
  • Language skills
  • Volunteer work

It is through creativity that we express ourselves. And trust us, it’s important to show at least a bit of your personality if you want to leave a strong first impression.

But what are the ways to add creativity to your Financial Project Manager resume ? Well, you can either go for a colorful and engaging template, or you could add some out-of-the-box sections, such as ‘life philosophy’ or ‘what my typical day looks like’.

It’s up to you! Just make sure that the level of creativity matches the position, the company, and the industry you’re applying for.

day of my life on resume   Enhancv resume section

  • Choose a resume layout that sends the right message across and fits your current career situation;
  • Create a resume header that shows your desired job title, and easy to find contact numbers;
  • Be specific about your experience, accomplishments and future goals in your summary;
  • Feature detailed metrics and specific examples that show the impact you made in your previous roles when describing your experience;
  • List soft skills backed by examples;
  • Add all of your technical skills and certifications that you have and match the job description;
  • Show off a dash of personality in your resume that will demonstrate your culture fit and the right mix of hard and soft skills.

financial project manager resume example

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Financial Project Manager Resume Examples

Writing a resume for a financial project manager position can be daunting, but it doesn’t have to be. With the right knowledge and planning, you can create an effective resume that will show hiring managers why you’re the perfect candidate for the job. This guide will provide you with helpful tips on how to craft an impressive financial project manager resume, as well as provide you with examples of successful resumes. It is important to highlight your financial knowledge and skills, as well as demonstrate your ability to take on complex projects and meet deadlines. With the right resume, you can make a lasting impression on potential employers and stand out from the competition.

If you didn’t find what you were looking for, be sure to check out our complete library of resume examples .

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Financial Project Manager

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

I am a highly organized and motivated financial project manager with over 10 years of experience in managing and organizing financial projects. I have a proven ability to handle complex financial tasks, delegate tasks to team members, manage resources and budgets, and develop and execute successful financial projects. I am adept in developing strategic financial plans and providing financial advice on financial projects. I am also knowledgeable in project management techniques, and I bring a wealth of experience in the financial service industry to any work environment.

Core Skills :

  • Financial Management
  • Project Management
  • Strategic Planning
  • Budgeting & Cost Control
  • Risk Management
  • Analysis & Problem Solving
  • Accounting & Auditing
  • Communication & Collaboration
  • Relationship Building & Management

Professional Experience :

Financial Project Manager, ABC Corporation, 2014- present

  • Developed, implemented and evaluated strategies for financial projects, ensuring project goals are achieved
  • Managed resources and budgets for successful financial projects
  • Delegated tasks to team members and provided direction and guidance
  • Oversaw and evaluated financial operations, such as accounting and auditing
  • Provided expertise and support on financial projects
  • Coordinated with stakeholders to ensure successful execution
  • Developed and implemented strategies to improve financial performance

Financial Analyst, XYZ Corporation, 2010- 2014

  • Reviewed and analyzed financial data to identify areas for improvement
  • Developed and monitored financial plans to ensure success
  • Conducted financial research and evaluated financial performance
  • Provided accurate and timely financial reports to senior management
  • Analyzed financial risks and proposed solutions for risk mitigation
  • Provided project management support for financial projects

Education :

Bachelor of Business Administration, Finance, ABC University, 2010

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Financial Project Manager Resume with No Experience

Highly motivated, detail- oriented individual with a knack for creating and managing budgets and financial reports. Strong analytical, communication and problem solving skills, eager to begin a career as a Financial Project Manager.

  • Analytical – able to evaluate large amounts of data and draw conclusions accordingly
  • Financial – knowledgeable in budgeting, forecasting and cash flow management
  • Communication – able to effectively communicate complex financial information
  • Problem Solving – able to identify problems and develop solutions
  • Leadership – able to effectively manage a team and delegate tasks

Responsibilities

  • Work with stakeholders to create and manage financial budgets, forecasts and reports
  • Analyze data and present results to stakeholders
  • Develop efficient financial processes
  • Monitor and analyze current financial trends
  • Manage project teams and ensure deadlines are met
  • Liaise with all departments to ensure compliance with financial regulations

Experience 0 Years

Level Junior

Education Bachelor’s

Financial Project Manager Resume with 2 Years of Experience

Focused and detail- oriented Financial Project Manager with two years of experience developing and executing projects to meet financial objectives. Proven track record of consistently delivering successful projects on time and within budget. Possesses exceptional communication, analytical, and problem- solving skills with a willingness to take on additional responsibilities.

  • Financial Analysis
  • Team Leadership
  • Risk Analysis
  • Stakeholder Management
  • Budget Management

Responsibilities :

  • Developed and implemented financial strategies to ensure effective budget management
  • Lead teams of project managers to ensure successful project delivery
  • Developed risk management strategies to ensure projects were completed on time and within budget
  • Monitored project progress and took corrective action when necessary
  • Provided project updates to stakeholders and team members
  • Reviewed project performance and proposed necessary adjustments to ensure successful project outcomes
  • Identified and addressed areas for improvement in project processes and procedures

Experience 2+ Years

Financial Project Manager Resume with 5 Years of Experience

A highly motivated financial project manager with 5 years of experience in the financial services industry. Possessing excellent financial analysis and process management skills with a proven track record of successfully managing and completing financial projects on time and within budget. Experienced in leading multi- disciplinary teams and in delivering sophisticated solutions. Possesses a strong work ethic with an ability to work collaboratively and effectively with cross- functional teams.

  • Budgeting and Forecasting
  • Process Improvement
  • Business Analysis
  • Vendor Management
  • Project Documentation
  • Business Process Reengineering
  • Developing and managing financial projects, including budgeting, forecasting, and analysis.
  • Creating project plans and managing their execution and completion.
  • Managing risk associated with the project and ensuring compliance with applicable regulations.
  • Analyzing business requirements, conducting process reviews, and implementing process improvements.
  • Developing and maintaining relationships with stakeholders in order to ensure successful project completion.
  • Negotiating and managing vendor contracts in order to ensure cost savings and optimal performance.
  • Developing project documentation and ensuring that it is kept up to date.
  • Lead cross- functional project teams to ensure the successful completion of projects.

Experience 5+ Years

Level Senior

Financial Project Manager Resume with 7 Years of Experience

A highly motivated and passionate Financial Project Manager with 7 years of expertise in Project Management, Budgeting, Financial Planning & Analysis, and Financial Reporting. Proven track record of being able to create, develop and implement successful financial strategies that have resulted in increased revenue and cost savings. Excellent interpersonal, communication, and problem- solving skills allow for successful, timely, and profitable project completion.

  • Financial Planning & Analysis
  • Financial Reporting
  • Data Analysis
  • Change Management
  • Managed and maintained the financial budget of projects and overall financial performance of the organization.
  • Developed financial strategies to effectively manage and control costs and maximize profits.
  • Conducted in- depth economic analysis and financial modelling to assess the financial viability of projects.
  • Reviewed and analyzed financial data to identify trends, assess financial performance and recommend action plans.
  • Monitored and reported on financial performance and key indicators to ensure the organization meets its financial targets.
  • Developed and implemented financial policies and procedures to ensure compliance with corporate standards.
  • Provided financial advice and guidance to project managers and stakeholders to ensure project objectives and timelines are met.
  • Facilitated effective communication with stakeholders to ensure all financial activities are in line with organizational objectives.
  • Performed regular financial reviews to ensure accuracy and quality of financial data.

Experience 7+ Years

Financial Project Manager Resume with 10 Years of Experience

Highly organized and detail- oriented Financial Project Manager with 10+ years of experience in providing project management and financial analysis. Possess a Bachelor’s degree in Business Administration and a Master’s degree in Financial Management. Proven track record of successfully managing projects, developing financial models, and providing insightful financial analysis. Focused on meeting deadlines, working collaboratively, and creating clear deliverables for clients.

  • Financial Modeling
  • Client Relationships
  • Budgeting & Forecasting
  • Business Process Improvement
  • Developed and managed financial models for budgeting and forecasting purposes
  • Provided timely and accurate financial analysis and insights to clients
  • Assisted in creating project plans, timelines and budgets for multiple projects
  • Monitored project progress to ensure deadlines and milestones were met
  • Established and maintained relationships with clients and stakeholders
  • Developed and implemented risk management strategies to mitigate potential risks
  • Analyzed financial data and created meaningful reports and presentations
  • Provided support to senior management in making informed decisions
  • Identified opportunities for process improvement and cost savings

Experience 10+ Years

Level Senior Manager

Education Master’s

Financial Project Manager Resume with 15 Years of Experience

I am an experienced Financial Project Manager with 15 years of experience providing leadership and management for large- scale financial projects, initiatives and implementations. I have expertise in financial analysis and process re- engineering, strategic planning, project management, budgeting, resource allocation, and team management. I have a deep understanding of the complexities of finance and project management, and the ability to develop innovative solutions to complex financial problems. I am a highly effective communicator, with the ability to coordinate and collaborate with stakeholders from different departments and diverse backgrounds.

  • Process Re- engineering
  • Resource Allocation
  • Team Management
  • Stakeholder Communication
  • Led and managed financial projects, initiatives and implementations
  • Developed innovative solutions to complex financial problems
  • Prepared detailed financial analysis and reports
  • Conducted process re- engineering to improve efficiency and cost savings
  • Developed and implemented strategic plans and budgets
  • Allocated resources and assigned tasks to project teams
  • Monitored and tracked progress of financial initiatives
  • Collaborated with stakeholders from different departments
  • Provided regular financial reports to organization leadership

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

What should be included in a Financial Project Manager resume?

A Financial Project Manager resume should include all of the important aspects of a successful professional career. Financial Project Managers are responsible for managing and overseeing the completion of financial projects, so it is important to showcase these skills and abilities on your resume. Here is what a Financial Project Manager resume should include:

  • Work Experience: Detailed list of your past positions in financial management, along with any relevant accomplishments.
  • Education: Highlight any undergraduate and graduate degrees that you have earned related to Finance or Project Management.
  • Professional Certifications: List any certifications that you have earned to demonstrate your commitment to professional development.
  • Technical Skills: List any technical skills that you possess such as experience with accounting software, programming languages, and other financial tools.
  • Leadership Skills: Highlight any experience you have managing and leading teams on financial projects.
  • Communication Skills: Demonstrate any experience you have in communicating with team members, clients, and other stakeholders.
  • Problem-Solving Abilities: Describe any strategies you have used to successfully address complex financial issues.
  • Teamworking Skills: Showcase any experience you have in collaborating with teams on projects.

By including all of these components, you can ensure that your resume accurately reflects your abilities and qualifications for a Financial Project Manager role.

What is a good summary for a Financial Project Manager resume?

A financial project manager resume should summarize the job seeker’s experience and skills in managing financial projects. It should include a detailed description of the projects managed, their budgets and timelines, and the results achieved. It should also describe the candidate’s qualifications and background in finance, as well as their ability to lead and motivate teams. Highlighted should be any successes in financial project management, such as cost-savings, increased revenue, and improved customer satisfaction. Finally, the resume should showcase the candidate’s knowledge of financial concepts, software, and tools, and emphasize the candidate’s commitment to excellence and continual growth.

What is a good objective for a Financial Project Manager resume?

Writing an effective resume is a key part of landing a job, so when you’re applying for a Financial Project Manager role, it’s important to make sure that your objective statement is clear and concise. Your objective statement should highlight your most important qualifications and experiences that make you a strong candidate for the job. Here are some examples of good objectives for a Financial Project Manager resume:

  • Experienced Financial Project Manager with a proven track record of successfully managing complex financial projects from concept to completion.
  • Highly organized and detail-oriented professional, seeking to leverage extensive financial project management experience to secure a position in a growth-oriented organization.
  • Motivated Financial Project Manager with excellent problem-solving and communication skills, looking to put skills to use in a challenging and dynamic environment.
  • Dedicated Financial Project Manager with a passion for developing creative strategies to drive projects forward, looking to join a team that values collaboration and innovation.

Your objective statement should be tailored to the job posting and should highlight your most relevant qualifications. Make sure to include the qualifications that the employer is looking for and to keep the statement concise and to the point. Doing so will help you stand out from the competition and give you the best chance of getting the job.

How do you list Financial Project Manager skills on a resume?

When creating a resume for a Financial Project Manager role, it is important to list the skills and qualifications necessary to excel in the role. Financial Project Managers are responsible for planning, budgeting, and overseeing financial projects to ensure that they remain on task and within budget.

Here are some essential skills and qualifications that should be included when listing Financial Project Manager skills on a resume:

  • Ability to interpret financial data and create meaningful reports
  • Proficiency in budgeting and forecasting
  • Strong analytical and problem-solving skills
  • Excellent communication, organizational, and time-management skills
  • Knowledge of accounting principles and related software
  • Experience managing multiple projects and meeting tight deadlines
  • Ability to interpret and abide by various financial regulations
  • Proficient in software applications related to financial project management
  • Aptitude for identifying inefficiencies and optimizing processes
  • Proven track record of successfully completing financial projects on time and within budget

These are just a few of the skills and qualifications that should be included when listing Financial Project Manager skills on a resume. Ultimately, it is important to tailor your resume to the specific needs of the employer, ensuring that it highlights the skills and qualifications that you possess that make you the ideal candidate for the job.

What skills should I put on my resume for Financial Project Manager?

As a Financial Project Manager, you need to be able to manage money, people and resources effectively. Your resume should highlight the skills and experiences that demonstrate your ability to succeed in the job.

Below are the key skills and abilities that employers look for when hiring Financial Project Managers:

  • Budgeting and Cost Management: Financial Project Managers need to be able to create and manage budgets, track spending and ensure maximization of resources.
  • Risk Management: Knowing how to identify and mitigate risks associated with projects is a must-have skill for Financial Project Managers.
  • Project Management: Financial Project Managers must have excellent organizational skills and the ability to manage multiple tasks and deadlines.
  • Communication: Financial Project Managers need to be able to communicate ideas clearly to both internal and external stakeholders.
  • Negotiating: Negotiating contracts, dealing with vendors and resolving conflicts require excellent communication and negotiation skills.
  • Analytical Thinking: Being able to analyze complex financial data and make decisions based on that analysis is essential.
  • Problem-Solving: Financial Project Managers must be able to troubleshoot and solve problems quickly and effectively.

By including these skills and abilities on your resume, you can demonstrate your qualifications for the Financial Project Manager role.

Key takeaways for an Financial Project Manager resume

Financial project managers are responsible for overseeing and coordinating large-scale financial projects from start to finish. They are responsible for organizing teams and delegating tasks, monitoring project progress, and ensuring that budgets and deadlines are met. A successful financial project manager is one who is well-versed in financial planning, budgeting, and accounting principles and able to lead projects with strong organizational and negotiation skills.

When creating a resume for a financial project manager position, it is important to include key takeaways that emphasize your experience and qualifications. Here are some key takeaways to include in your financial project manager resume:

  • Demonstrate your knowledge and experience in financial planning, budgeting, and accounting principles.
  • Highlight your ability to lead teams and delegate tasks effectively.
  • Showcase your organization and negotiation skills.
  • Emphasize your experience in monitoring project progress and ensuring that budgets and deadlines are met.
  • Include any certifications or specialized training you have completed related to financial project management.
  • Demonstrate your ability to handle complex financial projects and meet tight deadlines.

Including these key takeaways in your resume will help you stand out from the competition and demonstrate your proficiency in the field of financial project management. Keep your resume concise, focused, and tailored to the specific job you are applying for. With the right combination of experience, qualifications, and key takeaways, you can create a winning financial project manager resume.

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Finance Project Manager Resume Example & Writing Guide

Use this Finance Project Manager resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

finance project manager resume sample

Finance project managers oversee the development and implementation of new financial systems or processes. They work with clients to define project scope, identify stakeholders, and determine best practices. Then they coordinate with internal stakeholders to create a plan for implementation and execute on that plan.

Because finance projects can be complex and involve multiple departments working together, there’s a lot of planning and coordination required to ensure everything goes smoothly. Finance project managers need to be detail oriented, organized, and highly organized—but also flexible and able to think on their feet when unexpected challenges arise.

When it comes time to write your resume, you’ll need to include all the relevant details about your experience as well as your skills and accomplishments that are most relevant to this role. Follow these tips and resume example to write a fantastic finance project manager resume that hiring managers will love.

Seasoned finance professional with 10+ years of experience in project management and financial analysis. Proven ability to successfully lead and manage cross-functional teams in the delivery of complex projects on time and within budget. Excels at building relationships with stakeholders and driving consensus.

  • Managed the development of a new finance system for an international company with over $1B in revenue and 5,000+ employees.
  • Oversaw all aspects of project management including scope definition, resource planning, risk assessment, budgeting, etc.
  • Developed detailed project plans that included milestones and deliverables as well as contingency plans to address risks early on in the process.
  • Coordinated efforts across multiple departments (Finance, IT) and external vendors to ensure timely delivery of projects within budgets and timelines set forth by senior leadership.
  • Provided regular status updates to executive leadership regarding progress against key performance indicators such as schedule adherence and cost control.
  • Led the development of a new financial system that improved efficiency and reduced errors by 95%
  • Managed all aspects of projects, including budgeting, forecasting, scheduling and risk management
  • Improved customer service through increased communication with customers on project status
  • Reduced operating costs by negotiating better terms with vendors for supplies and services
  • Developed an innovative training program to improve employee skills in finance-related areas
  • Conducted analysis of financial statements to identify trends, recommend improvements and forecast future performance.
  • Built financial models to support decision making around new initiatives, investments and business opportunities.
  • Prepared presentations for senior management on findings from analysis and proposed actions for improvement.
  • Certified in Financial Management
  • Certified Manager (CFM)
  • Project Management Professional (PMP)

Industry Knowledge: Cash Flow, Credit, Accounting, Budgeting Technical Skills: Microsoft Office Suite, Quickbooks, Google Sheets, Trello, Slack, Salesforce Soft Skills: Communication, Leadership, Time Management, Organization, Problem Solving, Teamwork

How to Write a Finance Project Manager Resume

Here’s how to write a finance project manager resume of your own.

Write Compelling Bullet Points

When you’re writing bullet points, it can be tempting to focus on the responsibilities of your job. But that’s not enough to make a strong impression. Instead, you should focus on the results of your work.

For example, rather than saying you “managed budgets for large-scale projects,” you could say that you “managed budgets for large-scale projects, resulting in an average savings of 15% across all projects over the past year.”

Notice how the second bullet point is more specific and provides more detail about the project and the results.

Identify and Include Relevant Keywords

When you submit your resume for a finance project manager role, it’s likely that it will be screened by an applicant tracking system (ATS) that looks for certain keywords related to the job. ATS programs scan your resume for specific terms related to the job, like “financial modeling” or “budgeting” in order to determine whether your skills and experience are a match for the job opening. If you don’t have enough relevant keywords on your resume, the ATS might discard your application.

The best way to make sure your resume makes it past the ATS is to include relevant keywords throughout all sections of your resume. You can find a list of common keywords below, but remember to tailor them to fit the specific job you’re applying for.

  • Financial Reporting
  • Financial Analysis
  • Financial Accounting
  • Financial Modeling
  • Business Process Improvement
  • Financial Planning
  • Change Management
  • Business Analysis
  • Forecasting
  • Internal Controls
  • SAP Products
  • Managerial Finance
  • Financial Audits
  • Project Management
  • Team Leadership
  • Negotiation
  • Sarbanes-Oxley Act
  • Microsoft Access
  • Accounting Software
  • Enterprise Resource Planning (ERP)
  • Strategic Planning
  • Business Strategy
  • Project Planning

Showcase Your Technical Skills

As a finance project manager, you need to be proficient in a variety of software programs in order to successfully track and complete your work. Programs like Microsoft Project, QuickBooks, and Excel are essential for project managers, as they allow you to keep track of tasks, deadlines, and progress. Additionally, finance project managers need to be familiar with financial analysis software programs, like Crystal Reports and Tableau.

So if you have experience with any of these programs, be sure to list them on your resume. And if you’re not familiar with them, now is the time to learn them!

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Financial Project Manager Resume Samples

A Financial Project Manager is accountable for making suitable plans, handling finance-related activities, and technology improvements. The job description entails taking responsibility for project management in the finance domain and managing all finance-related operations from supervising to planning to implementation. Other specific duties are listed on the Financial Project Manager Resume as – overseeing projects relating to cash flow, financial reporting, and revenue and expenses; assisting departments in creating and managing forecasts and budgets for various projects, gathering and analyzing data to identify areas of improvement, supporting design and execution of the implementation process including business requirement gathering, process documentation , and solutions designs.

To succeed in this line, the following skills and abilities are needed – strong knowledge of finance and accounting, project management expertise, excellent multitasking skills, strong organizational skills, good attention to detail, and strong analytical skills. Most companies seek candidates with a degree in business or finance.

Financial Project Manager Resume example

  • Resume Samples
  • Financial Project Manager

Financial Project Manager Resume

Headline : Organized Financial Project Manager professional with superior analytical and interpersonal communication abilities. Skilled within global operations with recognized strengths in financial analysis and project management. Excellent at developing and maintaining positive relationships with all levels of internal and external management from top to bottom. Currently preparing for PMP certification test.

Skills : Oracle SQL, Oracle, Hyperion, Concur, OBIEE, Ariba, Microsoft Office, Change Management, Project Management, Process Improvement.

Financial Project Manager Resume Example

Description :

  • Held company for IndyMac Bank, a federally insured savings bank with more than $5 billion in assets.
  • Supervised one staff accountant in the Financial Instruments department.
  • Reviewed accountant's daily cash entries, trade inputs, and hedge activity summaries before posting to the general ledger.
  • Mentored accountant on special projects.
  • Performed a variety of analyses, which include the review of financial statements for significant fluctuations, and analyze yields on all mortgage-backed securities in the investment portfolio.
  • Reported and explained monthly and quarterly to the controller.
  • Securitized of loans and whole loan sales, which includes the calculation of profit, analyzing the terms of the sale for reasonableness, preparing all supporting schedules, and recording the sale to the general ledger.

Headline : Detail-oriented, efficient and organized professional with extensive experience in the accounting system. Possess strong analytical and problem solving skills, with the ability to make well thought out decisions. Excellent written and verbal communication skills. Highly trustworthy, discreet and ethical. Resourceful in the completion of projects, effective at multi-tasking.

Skills : Financial Management, Financial Analysis, Financial Modeling.

Financial Project Manager Resume Format

  • Met or exceeded all financial budgets and goals, including preparing and maintaining budgets, reviewing and approving all set ups and Project Manager Status Reports, monitoring all pricing, and reviewing cost data with Operations Manager, monitor and maintain cash position of business unit.
  • Resolved dollar disputes between estimates and MCC's actual cost.
  • Worked directly with Operation Managers, Project Managers and General Superintendents to develop the labor plan, labor force and labor budget.
  • Ensured proper Notice to Proceed, Bonds, Certificates of Insurance, Contracts, and Change Orders.
  • Monitored and coordinated Billings and Schedule of Values with Superintendent Monitor and coordinate Accounts Payable items.
  • Managed subcontractor/vendor accounts.
  • Included setting and meeting company sales targets.

Financial Projecta Manager Resume

Headline : Obtain a Financial Projecta Manager position in a in a fast growing, successful company. Excellent managerial skills in a matrix environment for budget planning and tracking. Creative problem solving with client, Negotiating alternatives to meet client needs. Effective Management of communication of deliverables. Flexibility, Adaptable and Organized.

Skills : Fluent In Spanish,Excellent Communicator,Proficient In Microsoft Office.

Financial Projecta Manager Resume Format

  • Assisted the Staff Accountants to produce monthly financial statements, general ledger account reconciliations, audits, coordinated with the branches to produce billing and payroll on a weekly basis for 1,500+ billable employees, tax compliance in Washington, Oregon, Idaho, and California including but not limited to, quarterly and annual tax preparation, tax research, arbitration with tax authorities as needed, and electronic filing implementation.
  • Reported to the CFO to assist with ongoing and special projects.
  • Provided Project Management, Accounting, and analytical skills to area, branch and corporate profit centers related to a MAS90 accounting software data conversion, implementation, and accounting related usage.
  • Conducted scheduled MAS90 training sessions to educate branch employees in the corporate usage of MAS90.
  • Streamlined the Time and Billing data entry process and led to an overall reduction in billing and payroll production/errors.
  • MS Access project included the design and implementation of a data transfer interface between a KRONOS time clock software system installed at Micron (Boise, Idaho) and the MAS90 accounting software installed at the corporate offices (Portland, OR).
  • Batch process automated the time and billing process for a major client.

Headline : Excellent organizational, planing and developing skills. Experience in building and maintaining relationships (Thorough knowledge and extensive experience of Court Appoint Special Advocate).

Skills : Financial Reporting, Planning Skills.

Financial Project Manager Resume Sample

  • Established and developed relationships and sales through the development, and proactive management of clients and prospective clients.
  • Identified, qualified and secured new clients.
  • Responsible for maintaining relationship with assigned clients through independent sales calls.
  • Worked with existing Sales team to ensure all orders are processed.
  • Generated revenue and profit margin with existing and new clients.
  • Facilitated positive long-term rela- tionships with key clients and secure repeat business with customers.
  • Developed a procedures document for the filings going forward.

Headline : Financial Project Manager professional with vast amounts of experience working in corporations with responsibilities including financial reporting, analysis, payroll and taxes preparations. Proficiencies includes automated general ledger accounting systems, tax preparations, training and supervising of staff, commission calculations, costing and consolidations.

Skills : Project Management, Process Improvement, Financial Analysis, Budgeting, Management.

Financial Project Manager Resume Sample

  • Responsible for several GL accounts for system consolidation.
  • Developed first consolidated cash flow for the organization.
  • Improved costing and price measures for Outreach program.
  • Monitored and calculated capital spending by hospital.
  • Developed cost center budgets.
  • Responsible for the overall management of the financial database and reporting for the T2 Oracle implementation project.
  • Responsible for budgeting and forecasting of consultant and staff labor expenses as well as reporting all revenue recognition opportunities.

Objective : Thorough knowledge and extensive experience in Teaching Adult learning either on Online or in Campus. In-depth knowledge of Business management, Customer Service, Manufacturing and production system. Excellent communication, interpersonal, and analytical skills. Focuses on the general rather than clinical psychological study of individuals, including their behaviors, thought processes and emotions.

Skills : Microsoft Office, Quickbooks, Sage, Audit.

Financial Project Manager Resume Sample

  • Facilitated positive long-term relationships with key clients and secure repeat business with customers.
  • Ensured financial accuracy while improving local processes of AT&T's network data upgrade projects (LTE) across NC/SC by working with an internal team, Project Managers, and vendors - Daily utilization of multiple reporting aids and SQL's to manage and maintain, in detail, multiple purchase orders and projects through projected life-cycles.
  • Provided error reports that identify the cause of an error and its solution.
  • Created a forecast for headcount utilization, project overhead, consultant expenses, and financial revenue recognition.
  • Project worked with a Ohio Based Health Care company with new requirements involving Statutory Filings related to the Affordable Care Act.
  • Created training materials to develop and refine CSR listening skills; updated training materials as needed.
  • Provided feedback regarding associate performance to the appropriate member of the management team.

Headline : Over 4 years of financial management experience across multiple industries. Aiming to obtain a leadership role in an influential company where my skills and knowledge will maximize the success of the organization and drive alignment across their financial team(s).

Skills : Financial Management, Operations.

Financial Project Manager Resume Example

  • Tasked with assessing and improving the operational efficiency and quality control systems of the organization.
  • Collaborated with the mortgage loan manager, mortgage operations, loan operations and collections to ensure system quality and improvement for all applicable laws and regulations.
  • Worked in conjunction with the Compliance Department to review potential areas of concerns and/or findings and assists in the development of corrective and preventative action.
  • Coordinated with the Corporate Compliance Officer on projects and product development related to systems and procedures related to quality and continuous improvement.
  • Assisted with the development and/or revisions of appropriate policies, procedures, product implementation, services, and systems, as assigned, to ensure regulatory compliance within the bank.
  • Worked with CFO to further develop Finance/Accounting skills.
  • Provided backup coverage for Customer Care Supervisor.

Objective : Seeking a Financial Project Manager position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : Financial Project Management, Office Management, CRM Systems, Exceptional Powerpoint, High-level Excel, Vendor/Consultant/Client Billing.

Financial Project Manager Resume Template

  • Took necessary steps to meet customer needs and effectively resolve food or service issues.
  • Recorded customer orders and repeated them back in a clear, understandable manner.
  • Uploaded Daily Assignment Tracker to Teams every morning.
  • Reassigned Nan McKay cases back to Metro (temporary).
  • Assigned ad-hoc priority cases.
  • Responded to HCEC Referral line questions regarding status of applicants.
  • Handled multiple tasks simultaneously and interact with key executives.

Headline : Financial Project Manager Professional with broad experience in all aspects of corporate accounting, supply chain costing, budgeting and financial analysis, process improvement, financial system implementation and internal controls. With nine years of professional experience in corporate finance, Darcy supported manufacturing plant, commercial sales, R&D Center and After Sales Service for telecommunication and industrial equipment sectors in China as well as South Korea.

Skills : MS Office, Project Management.

Financial Project Manager Resume Template

  • Ensured client's overall success/value realization with project deliverables.
  • Optimized plans and resources to deliver maximum value to clients.
  • Understood client expectations and objectives.
  • Communicated how objectives are being met and manage expectations through weekly updates.
  • Ensured reliable communication and escalation governance to ensure timely dissemination of information to all stakeholders.
  • Actively managed project financials, resources, activities, timeline, and risk.
  • Communicated status, updated, and any necessary mitigation to client, including any potential or actual changes to the project scope, project schedule, and project costs.

Objective : Seeking a Financial Project Manager position in finance and accounting that leverages my background and experience in financial analysis, financial reporting and auditing in an organization that offers challenging professional growth opportunities.

Skills : Planning Skills, Coordinating Skills.

Financial Project Manager Resume Example

  • Facilitated onsite and remote meetings including weekly status, business, and technical process definition, user story and requirement definition, roadmapping and planning sessions, and other meetings as required.
  • Led project teams in development and execution of project plans, including management of scope, schedule, budget, and quality.
  • Collaborated with project, leadership, and sales teams to bring thought leadership and the full force of our platform and company to client projects.
  • Facilitated communication between client and project team; ensure the team is collaborating effectively and efficiently.
  • Ensured clear bi-directional communication of action items, due dates, risks, and issues with team.
  • Delegated work tasks across the team and maintain accountability for successful delivery.
  • Created and managed detailed project schedule as part of the project plan; keep team informed of project plan and manage work to milestone dates.

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Project Finance Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the project finance job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

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  • Meet with project managers to discuss Project Finances and work with team to provide analysis on overspends and develop plans alleviate finance issues
  • Working closely with Project Managers and Contract manager to support customer and suppliers negotiations aimed to protect/maximize margin and CFOA
  • Assist with development of project plans and manage resources to ensure project schedule, budget, quality and specification goals are attained
  • Develop best practices and tools for project execution and management. Ensure utilization of standards and practices across all projects
  • Good knowledge ofbudget generation, cost management, financial forecast and analysis, risk management,
  • Keep management and project sponsors abreast of project developments – set up periodic reviews and prepare relevant documents to communicate progress
  • Perform ad hoc financial review, analysis, tasks, and recommendations, as requested by management and/or self-initiated
  • Work closely with project management to provide timely transparency around project budgets
  • Manage change management projects leveraging feedback from multiple stakeholders
  • Forecast project spending and provide monthly accruals on work
  • Build and manage approved project detail in SAP spending areas at the line item level
  • Work with Financial Shared Services to accurately capitalize assets
  • Build work orders in SAP within project budget and initiate fund transfers
  • Use Contract Manager (access database) to review and approve all contract documents
  • Provide leadership and management of the Finance department, and development of junior managers
  • Develop and maintain relationships with existing and potential capital providers to continually improve velocity and cost of capital
  • Lead and manage a deal team responsible for due diligence, modeling, documentation, closing and funding transactions to established timelines
  • Attendance at monthly project management meetings and driving financial performance of projects
  • Ensuring that project managers have access to and understand how to use the standard PeopleSoft project financial reports
  • Supports the Treasury Leadership team in managing key banking/financial relationships and developing new relationships as necessary
  • Review and sign off on payment schedules for new projects ensuring positive cashflow for the company
  • Ability to learn new things and to master new knowledge
  • Proven ability to lead and grow effective financial teams
  • Ability to work cooperatively with all levels of staff at Novella
  • Ability to analyze and organize work efficiently with minimal supervision
  • Support the creation, evaluation and signoff on business cases and/or vendor agreements / renewals, either sponsored by ITS or requiring ITS spend and resources
  • Implement process to integrate business case costs (one-time and ongoing) and savings where applicable, into ITS forecasts and plans
  • Industry knowledge
  • Ability to establish and maintain effective working relationships with co-workers, managers and clients
  • Demonstrated application of the competencies within TD’s Leadership Profile

15 Project Finance resume templates

Project Finance Resume Sample

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  • Oversee and lead project accounting and financial processes for ITS including month end closing, management reporting, quarterly rolling forecasting, and the planning cycle
  • Deliver overall project financial results reporting for ITS executives including a comprehensive discussion on key cost categories, drivers, risks/opportunities, trends, capital and FTEs
  • Oversee and lead annual planning for ITS, which includes a) building and maintaining financial models and methodologies b) co-ordinate, schedule and communicate activities to ITS management, c) interlock and alignment of key plan assumptions and project plans with ITS, business partners and segments
  • Deliver required project financial reporting to support Corporate Segment Finance, for results, forecast, plan and enterprise-wide reporting
  • Financial leadership to support ITS achievement of key initiatives and projects, including cost benefit initiatives and ROI
  • Provide expertise and advice to ITS management on a wide range of financial topics and provide recommendations to enhance the economic value for the business
  • Participate in special projects or on project steering committees as assigned to provide financial advice and leadership to business / finance partners
  • Develop and lead a team of Finance professionals capable of performing an advisory role to ITS management, in addition to providing finance and transactional expertise
  • Be an effective coach and offer development opportunities to each staff member
  • Conflict resolution

Junior Project Finance Resume Examples & Samples

  • Support Project Finance Originations
  • Support Project Finance executions
  • Working experience in Financial Institutions based in Japan
  • Solid knowledge and experience in Project Finance
  • Project Finance experience at Commercial Bank

Manager to Project Finance Team Resume Examples & Samples

  • Leading engagements in the field of structured and project finance, including public-private partnerships, with focus on infrastructure: deal origination, execution and close
  • Developing new business opportunities through network of own and firm contacts
  • Development of new products and service offerings to expand business
  • Coaching junior staff, efficient knowledge sharing

Snr Asso / VP-project Finance Resume Examples & Samples

  • Execute all aspects of transactions, through negotiation of term sheets, credit process, financial modelling, documentation, through to financial close
  • Mentoring of juniors in relation to the development of high level financial modelling capabilities
  • Assist in developing and maintaining new and existing client relationships, in order to support the team in growing business in the region, including preparation of marketing related material, with a particular focus on the China market and on the Oil & Gas sector

AVP / VP, Project Finance Resume Examples & Samples

  • Assist in the origination & execution of project finance and related transactions, including refinancing and acquisition transactions
  • Execute all aspects of transactions, through negotiation of term sheets, credit process, financial modeling, documentation, through to financial close
  • Assist in developing and maintaining new and existing client relationships, in order to support the team in growing business in the region, including preparation of marketing related material, with a particular focus on the China market and on the Energy, Oil & Gas sector
  • Act as the lead project expert in finance related function
  • Responsible for the implementation of role mapping, business procedures and change impact assessments
  • Implement relevant Business unit Change, execute the business change communication plan to respective domain
  • Partner with local business teams to manage and facilitate training
  • Business critical position to drive business change deployment

Senior Project Finance Manager Resume Examples & Samples

  • Economic financial modelling to clearly understand factors effecting projects and investments
  • Presentation to senior stakeholders in the business and across finance
  • Tracking benefit realisation
  • Commercial contract review
  • Provide commentary around drivers of the forecast
  • Provide analysis and insights around risks and opportunities
  • Adapting and governing standards and methodologies for investments finances, business case development and annual planning
  • Reviewing financial and non financial results with a view to providing actionable advice and identifying business opportunities

Global Infrastructure & Project Finance Advisory Resume Examples & Samples

  • Works effectively with other associates and analysts to ensure work quality and deadlines are met
  • Assists in analyzing, structuring and documenting new financing transactions
  • Assists in preparing client presentations/pitches
  • Ensures that recommendation and opinions offered to clients are in compliance with legislation and at all times maintains the professional standards and policies of CIBC
  • Previous US power and renewables experience is preferred
  • Strong technical, computational and quantitative skills
  • Strong interest in and knowledge of financial markets and the infrastructure sector
  • Results oriented and self-motivated
  • Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash flow analysis
  • Proven ability to contribute to high performance teams
  • Thorough understanding of Corporate Finance theories and practices, well-developed financial analysis skills, including financial modeling
  • Well-developed organizational and time management skills in order to respond to shifting priorities on several simultaneous projects
  • Demonstrated job commitment including a willingness to work extended hours in a high pressure/high reward environment and personal flexibility and adaptability in order to meet client requirements
  • Excellent interpersonal, presentation, oral and written communication skills in order to convey complex factual and conceptual information to others and promote the interests of CIBC
  • 3-6 years prior investment/corporate banking work experience required

Project Finance Banker Resume Examples & Samples

  • Assist Head of Project Finance North America with special projects, from time to time, such as internal analysis of the portfolio (calculating expected revenues and loan exposure and commitment amounts over time) as well as detailed analysis of relevant sectors and or market trends
  • Assist as needed with portfolio management, including tasks related to analyzing and responding to periodic amendments and waivers and working on restructurings if and as necessary
  • Support Loan Syndicate, Sales & Trading during sales efforts as needed, including responding to questions from potential buye
  • 5-7 years of project finance experience, ideally from a lending perspective with prior experience analyzing and communicating risks and mitigants
  • Demonstrated track record supporting the execution of project financings, ideally including power and oil & gas midstream/downstream
  • Strong credit analysis skills
  • Ability to apply financial and legal knowledge in order to prepare structures for clients and successfully win mandates
  • Training in credit documentation is desirable
  • Superior analytic skills and an inquisitive mindset
  • Proactive, self-starter
  • Clear and concise communication
  • Strong computer and financial modeling skills. Advanced knowledge of Microsoft Word, Power Point and Excel. Formal project finance Excel modeling training is desirable
  • Fluency or strong proficiency in Spanish is desirable
  • Graduate degree desirable
  • Must meet credit history and criminal background requirements associated with Financial Industry Regulatory Authority registration process, to include FBI fingerprint criminal history, review of credit report, civil litigation, liens, and other public records

Project Finance & Infrastructure Senior Manager Resume Examples & Samples

  • Evaluate financial information and identify factors that may impact the client
  • Assist in deal structuring
  • Participate in business development
  • Plan, prepare and review deliverables in various forms including written reports, presentations and discussions with clients, EY teams and other parties
  • Understand EY's service offerings and actively identify opportunities to better serve clients
  • Develop people through effectively supervising, coaching, and mentoring all levels of staff
  • Contribute to people initiatives including recruiting, retaining and training staff
  • Maintain an educational program to continually develop personal skills
  • Postgraduate studies in Finance/Engineering /Investment Analysis
  • MBA, Master in Finance or CFA will be considered as advantageous
  • Minimum of five to eight years professional experience in infrastructure project finance and PPPs, gained preferably within a big four accounting firm
  • Prior experience in project financing of power projects shall be an advantage
  • Experience in preparing feasibility studies/business cases for infrastructure projects, including PPP transactions
  • Good financial modelling skills, capable of assessing sophisticated “project finance” financial models
  • Knowledge of project finance documentation and experience in taking projects to financial close
  • Willing to travel within Africa on engagements
  • Result-oriented approach with hands-on execution capability
  • Ability manage junior staff on engagements, and providing “on the job” training and knowledge sharing to these staff
  • Self-starter with strong self-motivation and a proven capacity to work in a relatively newly established and growing team
  • Project Management skills as they relate to managing engagements outcomes- high quality deliverables are produced on a timely basis and within budget
  • Demonstrate the ability to leverage business development competence
  • Strong client and relationship-building skills
  • Strong work ethic and the ability to adapt to new challenges and ideas in an “Emerging Market” environment
  • Good presentation skills and an ability to assert ideas and influence others, in order to gain support and commitment
  • Strong cultural awareness to work in teams and groups ; and competent at handling multiple demands and competing priorities

CIB Project Finance Resume Examples & Samples

  • Develop and implement business plans. Make direct marketing calls on customers
  • Originate new opportunities in Latin America Natural Resources project finance arranging, advising and lending opportunities as well as obtain mandates and/or execute non-recourse and limited recourse project finance transactions
  • Structure competitive finance solutions including commercial, ECA, multi-lateral and capital markets solutions
  • Perform the necessary research and analytics (including financial statement analysis and cash flow modeling) required for the above
  • Perform execution of arranger, agent and FA work
  • Prepare credit applications and other internal documents as well as obtain appropriate internal approval for the group to develop Latin America Natural Resources sector project finance transactions
  • Cross-sell other Mizuho financial services, including, but not limited to: Deposits, Derivatives, debt capital markets products and others
  • Train junior level staff
  • )Administrative
  • Contribute to the development and execution of the group’s overall business plan
  • Collaborate with the Team Leader to establish a business strategy for Latin America client accounts
  • Supervise the preparation of marketing materials, credit applications, and legal documents
  • Assist Deputy General Manager on internal administrative matters
  • Perform other duties as required or assigned
  • Project finance experience and skills necessary to pursue the above mentioned tasks (i.e., legal, finance, economic, communication and negotiation, technical, insurance, etc.)
  • Knowledge of necessary system (ACBS, CDM, CCDB, etc.)
  • Bachelors degree in Finance, Accounting, Economics or Business Administration; Advanced degree a plus – i.e. MBA, MS or LLM degree
  • 3-5 years relevant work experience in project/structured finance, portfolio management and agency work with a financial institution
  • Ability to effectively and tactfully communicate with customers, officers and other bank personnel
  • Capacity to effectively organize and multi-task in a fast paced environment
  • Ability to work evenings or during the weekend when workload requires (some travel required)
  • English/Spanish Bilingual skills (preferred)

Analyst Trade & Project Finance Resume Examples & Samples

  • Lead Trade and Project Finance Analyst for the day-to-day issuance and amendment of GECC/GE Co Letters of Credit, Bank Guarantees and Surety Bonds. Leveraging the ALOC system, APM, Corporate IBS tool. – Primary Focus Europe
  • Lead on instrument format reviews for Capital and Industrial businesses to ensure Corporate Compliance and Risk mitigation. Ownership for Wing to wing L/C process from business request to bank payments and business reconciliation
  • Assist with Contingent Liabilities quarterly Bank fee payments, become an expert on Fx portfolio revalue, Webcash interface, IBS interface, Corporate GL. and reconciliation
  • Lead for all bank amendments in the ALOC tool, on the Industrial and Capital side of GE. Interface daily with the businesses and Banks on extensions and auto renewals. Identify opportunities to streamline processes through digitization
  • Facilitate Businesses Contingent liability reporting and Bank reconciliation reporting, cancellations of issuances, regular review of all open ended instruments with the opportunities to cancel where possible to save bank fees, Quarterly Reconciliations with Banks and Businesses
  • Assist with ALOC systems administration, Bank and Business user profile set-ups, Creation of new business and bank silo’s. Ownership for business verticals and hierarchy, Business Delegations of Authority, Sox level 1 reporting for ALOC and APM tools
  • Interface with Corporate Surety Broker - Aon
  • Coordinate with Treasury Americas team to ensure ECSO process is utilized for new credit requests relating to added Contingent Liability issuances on the GECC portfolio
  • Ensure Policy
  • Align with the Capital L/C COE where needed on Bank Credit renewals; new issuances, Amendments and monthly reporting consolidation ensuring sound operating processes
  • Perform presentations /reports ad-hoc for Management review and Businesses when needed
  • Review current ALOC payment process Via IBS, align with GBS making recommendations and implement to streamline the process
  • Assist team with launch on the new ALOC tool, training Banks and Businesses
  • Assist other teams to redesign the wing-to-wing process for Contingent liabilities process
  • Create training tools on line for the business and banks RE: the ALOC tool and Trade Finance tutorials
  • Identify opportunities to reduce exposure where possible, automate the reporting of L/Cs identify GAPS and process improvements
  • Develop, maintain and update Leadership reporting packages to provide ongoing information on Outstanding, by business, bank, Country Bank fees, metrics trends and opportunities for improvement
  • Perform ad-hoc analysis as required for special projects related to Contingent Liabilities
  • Document and maintain detailed SOP’s for all processes i.e Bank Guaranty requests, BCP, Fee Payments to banks and charge back to Businesses
  • Flexibility to provide back up support for all other team member
  • Must be proficient speaking and writing in English
  • Proven Trade Finance experience, understanding of UCC policies, Letters of Credit, Bank Guarantees and Surety Bonds
  • Experience in Finance, Treasury and Capital Financial Services a plus
  • Self-Starter that is detailed orientated, strong IT skills, Excel, PowerPoint Access and Word
  • Experience working with Global Businesses and with External bank focus
  • Ability to create and deliver business presentations and communicate effectively to Business Leaders- Strong Power point Skills
  • Must submit your application for employment through gecareers.com to be considered (note, internal applicants via COS)
  • Must be willing to comply with pre-employment screening, including but not limited to reference verification, and background check
  • Must have unrestricted authorization to work in Europe
  • Must be willing to work out of an office in Dublin, Ireland
  • Treasury experience in a GE Capital business, joint venture, Corporate Treasury, or with a Bank l/C Group
  • Multi-lingual a plus
  • High energy and self-motivated, with strong desire to learn, ability to multi task without getting flustered in a fast-paced environment

VP Project Finance Resume Examples & Samples

  • 7 years relevant work experience in project/structured finance, portfolio management and agency work with a financial institution
  • Advanced PC software (Excel, Word, PowerPoint, etc.) skills necessary for modeling contractual and technical parameters, and performing sensitivity analysis as well as to prepare internal reporting
  • Spanish bilingual language skills is a plus
  • Assist finance direct to achieve financial / operation targets through hands-on, organized analytical and control work; Partner with other Business teams to improve the provider business efficiency, to support business growth, and to control investments (projects)
  • Develop and analyze business and operation information in order to facilitate decision-making and management control
  • Assess returns on key investments, clinic operation. Provide daily control on investments
  • Play a key role in Provider business Budget Planning and periodically forecast update processes by coordinating business teams' delivery within time lines, analyzing deviations and performance, producing budget and review package
  • Review budget application and contracts for activities to validate compliance and cost efficiency
  • Take the lead on System/Process/SOP related issues, which requires effective cross-functional communications
  • Partner with business units on various business initiatives, i.e. new business opportunities, acquisition and provide financial advices to such initiatives and take a leading role in the relevant finance related activities in such deals Liaison with regional and corporate colleagues to address various accounting / controlling related matters, and management external advisers, auditors and consultants for various projects

Eyia Transaction Advisory Services Project Finance & Infrastructure Associate Resume Examples & Samples

  • Assist clients in the development and implementation of strategies to advance large-scale infrastructure and other projects
  • Participate in developing strategy, financial, project delivery, business planning, funding, procurement and/or policy analysis and recommendations for clients
  • Develop and mentor team members at the staff level
  • A bachelor's degree and at least 2 years of related work experience; or a graduate degree and at least 1-2 years of related work experience

Project Finance VP Resume Examples & Samples

  • Mainly responsible for business development and marketing of transportation finance products to Japanese clients, mainly SME to Mid Cap corporate, on cross-border basis in Japan and Asia Pacific
  • Provides full-service banking project finance focus , mainly for renewable energy ( solar, wind and others)
  • Responsible for cash flow analysis, business analysis, structuring as well as credit process for closing
  • Client coverage: international clients
  • Responsible also for structuring the transactions
  • Minimum 5 years of experience in corporate banking or leasing firms
  • Excellent commercial and negotiation skills
  • Fluent communication skills in Japanese and English (advanced to fluent verbal and written level)
  • Excellent understanding of financial markets and products

Eyia Transaction Advisory Services Project Finance & Infrastructure Analyst Resume Examples & Samples

  • Demonstrate an understanding of capital project/program funding, financing and delivery mechanisms at the local, state, and national levels to support analysis of client projects
  • Perform research, financial analysis and modelling
  • Participate in meetings with assigned clients as well as interested third parties
  • Contribute to writing and developing key work products including briefing memoranda, reports, presentations, and financial analysis
  • A bachelor's degree and at least one year of relevant experience
  • Outstanding communication and organizational skills

Transaction Advisory Services Project Finance & Infrastructure VP Resume Examples & Samples

  • Ssist clients in the development and implementation of strategies to advance large-scale infrastructure and other projects
  • Assist clients in their management of multi-disciplinary efforts to advance large-scale projects
  • Assist clients in the structuring and closing of financing for infrastructure projects and/or procurements, including the development, structuring, and negotiation of contract terms
  • Demonstrate a deep understanding of capital project/program funding, financing and delivery mechanisms at the local, state, and national levels to support analysis of client projects
  • Perform research, financial analysis and modelling, and review and synthesize work by others
  • Participate in writing and developing key work products including briefing memoranda, reports, presentations, and financial analysis
  • Assist with proposal development efforts and creation of marketing materials
  • Mentor, train and supervise team members at the staff and senior
  • Experience with large scale infrastructure projects with proven project management skills
  • Outstanding critical thinking skills with the ability to solve unstructured problems
  • Willingness and ability to travel (up to 50%)

Public Sector Project Finance Senior Associate Resume Examples & Samples

  • Preparing detailed projections, budgets and forecasts, and managing financial metrics through-out engagement life cycle
  • Auditing internal engagement team and subcontract staffing to confirm adherence to contract requirements; and,
  • Developing and analyzing manpower and hours projections
  • Facilitating engagement team project kick-off meetings
  • Developing and implementing controls and procedures to facilitate the timely and accurate processing, analysis and reporting of financial data
  • Assisting in preparing contract briefs; preparing and presenting contract briefs for small contracts
  • Analyzing Estimate at Complete or EAC
  • Auditing subcontractor invoices and resolving issues; and
  • Developing and conducting training on Time & Expense polices for engagement team members and subcontractors

Project Finance Resume Examples & Samples

  • At least 2 years of prior experience in a Project finance, Leveraged finance or Structured finance team within a Bank or Big 4
  • Solid financial modeling and excel abilities
  • Ability to excel in both team and self-directed settings
  • Strong work ethics, detail orientation and a passion for excellence
  • Ability to deliver under time pressure

Infrastructure / Project Finance Resume Examples & Samples

  • Analysing and optimising financial structures for project finance and infrastructure transactions including financial documentation (term sheets, funding agreements...etc)
  • Development and interpretation/supervision of project finance models, including use of VBA macros
  • Reviewing project documentation and due diligence materials to identify potential risks and business/project value drivers
  • Engaging professionally with third parties, such as industrial partners, due diligence advisors and client representatives
  • Preparation of bid and greenfield transaction documentation and risk allocation (including commercial contracts, such as shareholder agreements, concession agreements D&B and O&M subcontracts)
  • Internal, external and credit presentations
  • Bachelors degree in a relevant discipline such as Finance, Mathematics, Economics, Law or Engineering, and excellent pre-university academic results
  • Fluent spoken and written English (Dutch and/or Spanish would be looked upon favourably)
  • 3 – 5 years Project Finance experience in a comparable organisation
  • Experience in project finance debt structuring and documentation negotiations (for example as an adviser or as a lender)
  • Good knowledge of the different debt markets for project finance transactions
  • Proven commercial and business judgement skills
  • Strong presentation skills, including Word and PowerPoint

Project Finance Director Resume Examples & Samples

  • Leadership and subject matter expertise on key change initiatives affecting project and contractor financial processes and practices and systems
  • Accountable for the day-to-day operation and ongoing improvement of key project financials processes (project activation and set up, project closure, accruals and costing, forecasting , analytics and reporting) as per the group’s mandate
  • Responsible for building appropriate MIS that will enable summarized and detailed reporting of project financial spend against the Plan, the Forecast and/or prior quarters, to ensure timely delivery of financial information to the business lines and the Executive regularly and as required
  • Accountable for implementation and oversight of key controls to reduce exposure to unexpected or unauthorized project spend
  • Accountable for management of the executive project portfolio financial reporting for the Bank (including planned and active projects)
  • Escalation point for troubleshooting project and contractor pool financial issues and challenges from accounting, compliance, management reporting and systems points of view
  • Team leadership, resource development and institutionalization of key competencies in the team
  • Managing a team of 3 to 5 people
  • Ad hoc reports and analysis as needed
  • Project and Contractor Financials Operations
  • Project set-up and activation, Change Requests processing and closure
  • Project Costing, project financial forecasting, and contractor pool forecasting
  • Capitalization
  • T Financial Governance
  • Financial reviews (2nd line of defense)
  • Project and contractor pool financials analytics
  • Reporting (regular executive reporting to Canadian Banking Finance, Canadian Banking Technology CIO, Internal and External teams as necessary
  • Project financials training and advisory services to divisions
  • Oversight and management in partnership with Enterprise Office Finance on Contractor Pool Budget
  • Oversight and management of Business Operating Budgets for Canadian Banking Technology

Financial Analyst, Project Finance Resume Examples & Samples

  • Minimum 2-3 years of relevant professional work experience in project finance, operations finance, financial planning, and/or corporate finance in theme park/manufacturing/IT/construction industry
  • Strong sense of responsibility and ability to meet deadlines, handle multiple priorities and perform job responsibilities accurately
  • Advanced proficiency in quantitative analysis, critical thinking, and financial modeling
  • Persistent and ability to adjust and adapt action plan
  • Partnering, relationship-building, and ability to work with external and internal stakeholders
  • Refined written and verbal communication skills in both Chinese and English
  • Strong computer skills (e.g. Microsoft Excel, Word, PowerPoint, Outlook), with knowledge of financial systems (e.g. SAP) software with the ability to quickly learn and apply new skills and techniques

Group Project Finance Resume Examples & Samples

  • Formulate and implement the strategy to develop DBS as a leading Project Finance Advisor and Arranger in Asia, with particular focus on Indonesia and Indo-China as evidenced by Project Finance league tables and market share numbers. The sectors of focus will be (a) Power (conventional and renewables), (b) Oil and Gas, and (c) Natural Resources / Mining
  • Responsible in leading the team to originate and executing new Financial Advisory mandates
  • Collaborate with Industry Bankers, Country Relationship Managers and Risk Managers

Global Infrastructure & Project Finance Group Resume Examples & Samples

  • Demonstrable credit skills (gained in a bank credit department, a rating agency, buy side credit department, etc)
  • Ability to develop and analyze cash flow models
  • Ability to meet deadlines and work in a transaction oriented environment
  • Solid organizational skills and the ability to effectively summarize complex credit concepts into summary form
  • Ability to interact with a number of external parties including investors, bankers and issuers
  • Excellent writing skills; and
  • Thorough familiarity with spreadsheet-based models; ability to read and summarize financing documents
  • 5 years relevant work experience in project/structured finance, portfolio management and agency work with a financial institution
  • Experience and skills necessary to pursue the above mentioned tasks (i.e., legal, finance, economic, communication and negotiation, technical, insurance, etc.)
  • Ability to learn necessary in house systems
  • Spanish bilingual a plus

Project Finance M / F-vie Madrid Resume Examples & Samples

  • Pipeline and reporting update
  • Modelling credit applications and credit review
  • Sectorial analysis
  • Portfolio review and analysis
  • Administrative tasks

Project Finance Originations, VP Resume Examples & Samples

  • Capable of executing straight forward transactions with minimal oversight
  • Contributes significantly to originating and executing complex transactions by working closely with MDs and Directors
  • Quarterbacks a significant portion of the deal execution process (origination, term sheet negotiation, credit approval, consultant management, documentation, syndication, closing)
  • Fully in tune with the “big picture”; manages workflow proactively rather than reactively
  • Demonstrates strong structuring and negotiating skills; well versed in credit documentation
  • Has established some client relationships and interfaces with clients regularly, including attending the majority of in-person client meetings
  • Exhibits solid leadership skills and regularly provides meaningful guidance to Associates and Analysts
  • Serves as an audit function for internally and externally relevant work product underwriting near flawless execution
  • Performance reviews partially based on meeting personal financial goals
  • Serves as a role model for junior colleagues and carries a positive outlook

Project Finance Business Partner Resume Examples & Samples

  • Analytics & Problem Solving: Determines data requirements and sources of information, conducts analysis under supervision
  • Financial Acumen & Control: Applies current financial and accounting standards, policies and controls
  • Drives for Results: Consistently delivers timely and quality results
  • Partnering for Success: Understands PAREXEL’s business, different lines of business and industry trends related to your area of expertise
  • Process & Project Management: Prioritizes, sets expectations and works in an efficient and disciplined manner
  • Proven experience in project finance—either through education or experience within a similar organization
  • Understanding of the Pharmaceutical Development Life Cycle advantageous
  • Expert in Excel and PowerPoint applications; advanced skills in financial systems (e.g., Oracle/Hyperion)
  • Ability to manage multiple and varied tasks with enthusiasm and prioritize workload with attention to detail
  • Knowledge of SEC and GAP around SOX and accounting as it pertains to invoicing and revenue recognition

Manager, Project Finance Resume Examples & Samples

  • Own the Financial Reporting and Analysis for programs within assigned therapeutic areas including monthly actuals reporting, quarterly forecast analysis and deck preparation to effectively communicate the status of each project’s/program’s financial execution and variance to plan/forecast
  • Analyze actual costs against budgets, track commitments and efforts with emphasis on performance against plans and collaboration agreements to ensure effective and accurate program cost reporting
  • Lead the preparation and analysis of the Annual Operating Plan, quarterly forecast updates and Long Range Plan for assigned programs
  • Provide insightful analysis of business results to senior management and perform ad-hoc analyses that lead to problem solving and sound business recommendations
  • Work with cross-functional teams, subject matter experts and external collaboration partners to manage and communicate P&L and Balance Sheet implications; Monthly and quarterly activities include working with the Accounting group to ensure accuracy and completeness of journal entries
  • Ad-hoc projects and analyses as needed
  • Be in charge of project finance
  • Lead budgeting and see to it that the process develops in a timely and concise manner
  • In charge of risk control and risk management
  • Be able to deliver on projects in a timely and concise manner
  • Support and develop techniques for budget generation
  • Lead financial forecasting and cost management
  • Minimum 5 years of hands-on experience in project finance or company budgeting
  • Proficient in MSExcel, PPT, other Microsoft office
  • Be able to speak Chinese is a plus
  • Open to international travel last notice and hosting presentations

Senior Project Finance Business Partner Resume Examples & Samples

  • At least 5 years of progressive Finance roles with strong analytical and partnering track record
  • Thrives in a complex, fast-paced, matrix environment
  • Advanced Excel and PowerPoint skills; experience with financial performance systems (e.g., Hyperion)
  • Possesses strong interpersonal awareness in order to work with strong personalities at multiple levels of the organization

Project Finance & Public Resume Examples & Samples

  • The specialist will specifically suggest how Public-Private Partnerships (PPP) may be pursued for financing the project
  • The specialist will thoroughly review Afghanistan’s existing legal and institutional environments for project finance
  • The specialist will suggest changes in existing environments for viable financing operations (including PPP) to become feasible, assess the feasibility of implementing the project through appropriate financing arrangements including PPP modality, and prepare a program for securing the requisite funds, with the program to include packaging the project, roadshows, transaction advice, and others as appropriate
  • Bachelor’s degree in related field preferred
  • At least 10 years of experience in advising on, designing, and implementing project finance for megaprojects, particularly in the transport sector
  • Secure correct financial reporting in Ericsson financial and project management systemPosition Qualifications
  • Financial model, directives and processes
  • Financial systems
  • Project Management skills
  • Business understanding
  • Supply process
  • Knowledge sharing
  • Presentation & Communication Skills
  • Cooperation skills
  • Persuading & Influencing
  • Presenting & Communicating Information
  • Delivering Results & Meeting Customer Expectations
  • Planning & Organizing
  • PROPS-C process
  • Customer Contract Accounting & governance process

Energy Project Finance Trainee Resume Examples & Samples

  • Excellent analytical and numerical skills
  • Excellent English writing, communication and presentation skills
  • Dynamic/energetic
  • Self-starting
  • Resourceful

Senior Associate, Project Finance Resume Examples & Samples

  • Supporting transaction execution through the analysis, interpretation, critiquing ( and sometimes the development) of financial models
  • Review of and provide comments on due diligence and legal documentation
  • Undertaking industry and client research
  • Preparing detailed credit papers to support origination of new project finance borrowers and existing client transactions
  • Ongoing responsibility and management of certain existing borrower files
  • Keep abreast of topical news in the project finance market
  • Tertiary qualification in Finance/Business related discipline – high credit or above
  • Post graduate industry related qualification preferred
  • Experience in Institutional Banking, Project Finance, M&A or Equities Research
  • Credit and execution experience, including debt structuring and client engagement experience
  • Working knowledge of financial products and services and application to client needs
  • Strong excel/spreadsheet modelling skills will be required to support complex financial modelling

Analyst Energy Project Finance M Resume Examples & Samples

  • Putting together pitch books
  • Assisting in all aspects of the credit process
  • Preparing credit applications
  • Cash flow modelling for SPVs and corporate
  • Work jointly with other BLs as the case may be, including M&A and SAF
  • Participation in ad hoc projects as they arise
  • Preparing permanent supervision

Finance Director, Project Finance Resume Examples & Samples

  • Leading the project finance Centre of excellence
  • Consolidation and reporting of Global Marketing results
  • Lead the center of excellence for project based finance
  • Establish and maintain relationships with plan and finance leads of all Global functions that this center of excellence will support
  • Consolidate regional marketing results and effectively partner with Marketing function to prepare Annual Budget and Quarterly Forecasts ensuring all relevant issues / projects / initiatives are correctly addressed and/or resolved
  • Actively seeks opportunities to introduce new tools and improve analysis used for function communications
  • Work with limited direction, usually within a complex and often ambiguous environment, to drive rigorous, fact-based recommendations to senior management, other executive, functional, or regional management while supporting syndication with stakeholders across the organization
  • Strong interpersonal and leadership skills to influence and build credibility as a "peer" with Global Functions and Regions
  • Ability to proactively recognize and resolve issues
  • Superior analytical and problem solving skills, with demonstrated intellectual and analytical rigor
  • Prior management consulting experience preferred, not required
  • Consolidate regional financial information for key cash flows, CM and certain base costs
  • Understand and communicate the financial performance of your region
  • Understand cash and income statement drivers and improve overall execution
  • Lead review, planning and pacing cycles for your given regions, including monthly & quarterly project reviews, quarterly & annual planning and weekly & monthly operating reviews
  • Partners with Service Directors on strategic initiatives & project execution
  • Understand project milestones and cost drivers
  • Ensures a high level of Controllership
  • Support and execute integration and transformation initiatives
  • 3 years of financial experience working with Operations teams
  • Ability to analyze, interpret and communicate financial information and support the executional improvements
  • Proven ability to challenge the status quo, draw conclusions independently and rally support
  • Understanding of SAP, Business Objects, Business Warehouse, Hyperion, Tableau & Qlikview
  • Effective problem identification and solution skills

AVP, Lada Project Finance Resume Examples & Samples

  • Prepare detailed and comprehensive credit applications/reviews and liaise with credit department answering questions/providing supplemental information as needed
  • Prepare commitment letters, negotiate loan documentation with support from internal/external counsel
  • Review, mark-up and provide guidance to credit analysts on their credit work to ensure high work quality/minimum errors
  • On-board customer information in bank's proprietary KYC systems
  • Liaison between the Bank’s Japanese investor coverage areas and LADA to support the origination and distribution process
  • Support senior team in the preparation of marketing materials, pitch books, term sheets, presentations, reports
  • The cadidate should possess the necessary skills (language, cultural, analytical) to work together with the respective areas of the Bank in NY and Tokyo in communicating with Japanese sponsors and investors regarding opportunities in Latin America
  • Prepared in-depth credit analysis and risk assessment on borrowers/counterparties and transactions to arrive at recommendations for credit committee decisions
  • Actively involved in the execution process from commitment through closing with relevant departments (loan services, legal department, planning, tax, controllers etc.)
  • Managed Loan Portfolios (periodic reviews, amendments, waivers)
  • Negotiated loan documentation
  • Supported origination teams in the preparation of presentations, pitches & marketing materials, as well as internal reports (exposure / profitability / pipelines)
  • Familiar with structured lending products, agency financing (ECA/MLA), derivatives, trade finance
  • Familiar with main players in selected industries in Latin America (particularly Oil & Gas, Mining, Power, Financial Institutions)
  • Familiar with the political and economic landscape of Latin America, particularly Mexico, Brazil, Colombia, Peru & Chile
  • Strong credit skills and extensive understanding of financial statements and accounting principles
  • Fluent in English, Spanish and Japanese (Portuguese a plus)
  • Ability to work with head office on communicating with Japanese sponsors and investors with regard to their interests in Latin America

Project Finance Agency Team-smbc Specialized Finance Department Resume Examples & Samples

  • Helping to structure and coordinate amendments, consents and waivers with the Borrower, Lenders’ Counsel, outside experts, the lender group and Export Credit Agencies
  • Reviewing draft documentation and providing comments to origination teams and counsel
  • Coordinating and approving loan activity (drawdowns, rate settings, rollovers, repayments/prepayments) and letter of credit activity (issuance, amendments, draws, termination) with SMBC’s back office. In order to do so, candidate must be familiar with all the conditions precedent (“CPs”) for such flow of funds and evaluate whether the presented materials meet each of the required CPs
  • Checking CPs, reviewing cash waterfall and approving Collateral Account transfer requests (e.g. operating expenses, distributions, etc)
  • Following up on delivery of Borrower’s reporting requirements (i.e. compliance items)
  • Reviewing compliance documents submitted by borrowers for completeness and satisfaction of requirements in loan documents
  • Distributing compliance items and other documentation to lender groups using IntraLinks, DebtDomain, e-mail, etc
  • Respond to ad hoc information requests from lenders
  • Maintaining key deal information, contact lists, updating compliance and collateral tracking
  • Preparing marketing materials for new transaction proposals
  • Providing training and guidance to junior members of the Agency team
  • 7+ years in Project Finance agency position
  • Experience with Project Finance transactions and associated legal documentation
  • Experience with Export Finance Agency supported credits
  • Experience with workout and distressed transactions
  • Proficient with Excel, Word, Lotus Notes, Debtdomain and/or Intralinks
  • Spanish fluency preferred
  • Very strong organizational skills with a high degree of attention to detail
  • Ability to balance competing deadlines
  • Strong communication skills, both in written and verbal forms
  • Strong follow-through on tasks
  • Able to handle multiple demands and prioritize activities
  • Ability to work late when circumstances require
  • Occasional travel to project sites

Associate Director, Project Finance Resume Examples & Samples

  • Sourcing new project finance opportunities both in North America and broader jurisdictions such as the UK and Australia
  • Contributing to the completion of the growing $5 billion annual private placement investment program through the origination of investment grade debt securities and loans
  • Establishing and maintaining contacts with borrowers, intermediaries, agents, and legal counsel to ensure generation of the necessary deal flow
  • Analyzing and recommending potential investments by conducting a thorough credit assessment and structural analysis to ensure undue risk is not being assumed and that the return is appropriate for the level of risk
  • Structuring and negotiating satisfactory terms and conditions including financial covenants and forms of security in order to comply with the investment criteria and mitigate risk
  • Assist in managing the Project Finance investment portfolio with specific responsibility for a sub-component of the portfolio. Specific portfolio management responsibilities include performing agent responsibilities, monitoring operating and financial performance, administering consent requests of borrowers, pricing redemptions, and negotiating and restructuring any problem loans
  • Leverage relationships to source new transactions
  • Advanced knowledge of capital markets and in particular, project finance
  • Knowledge of project finance structures and risk mitigants, with specific knowledge in an area such as infrastructure finance or private power
  • Knowledge of various loan structures and how to structure different types of transactions depending on the borrower and/or credit support involved
  • Working knowledge of laws relating to commercial lending, environmental liability, bankruptcy and insolvency and securities legislation
  • Knowledge of contracts, trust indentures, legal opinions and other related agreements
  • Ability to conduct a thorough due diligence review of a potential investment by analyzing a company’s financial performance, understanding its business model and the inherent sensitivities, interviewing senior management and searching for and analyzing all relevant information pertinent to the potential investment
  • Ability to deal with and understand complex business and legal issues and the skills to structure loan documentation in order to mitigate risks
  • Proficiency in managing projects to completion by having well developed time management and organizational abilities which are required to meet demanding deadlines, to deal effectively with all constituents involved in the process (legal counsel, agent/investment bankers, co-investors) as well as to manage several different tasks concurrently
  • Advanced negotiation skills as evidenced by an ability to lead group discussions and negotiate with various stakeholders in order to ensure the best possible results for Sun Life Financial
  • Advanced Excel spreadsheet and financial modeling skills, and proficiency in Word
  • Excellent written and verbal communication skills and strong interpersonal skills
  • Fluency in French an asset (oral and written)
  • MBA or comparable business/analytical oriented academic degree
  • CFA and/or professional accounting designation
  • Applicable employment experience gained from prior positions in corporate finance, investment banking, corporate banking, securities investments

Director, Project Finance Resume Examples & Samples

  • Responsible for monthly close on revenue and direct costs, ensuring correct revenue recognition in line with Novella policies, and costs coded and accrued where necessary to the correct project
  • Responsible for monthly backlog and corporate revenue forecasts
  • Work with the Operations groups and Project Financial Analysts to identify potential financial risks on projects, and assist in defining corrective actions to manage projects to budget profitability
  • Ensure backlog is reconciled each month and is accurately stated at the end of each month. Flag up potential cancellation risks to CFO and Novella and recommend appropriate treatment
  • Monthly reporting of Net New Business and operating as gatekeeper to ensure awards recognized in line with Novella policy
  • Ensure timely and accurate billing in accordance with contract and oversee subsequent collection activities
  • Responsible for maintaining appropriate level of DSO by managing billed AR, unbilled and unearned balances on projects
  • Represent finance on key customer calls covering billing or forecasting issues
  • Be responsible for audit and SOX responses on revenue and billing items
  • Novella contact when working with Novella regarding PeopleSoft and other reporting systems
  • Maintain strong working relationships with Novella finance given increasingly global nature of Novella projects and with Novella operational counterparts
  • Review and submit monthly commission calculations due to BD reps
  • Oversee integration activities of newly acquired acquisitions/mergers
  • Ability to lead and manage a department of 15-20 staff
  • Knowledge and experience in financial management of project based business ( CRO experience preferred)
  • Knowledge and comfort around large corporate ERP systems and information retrieval
  • Demonstrated advanced knowledge of Excel including extensive use of pivot tables and vlookups
  • Experience in MS Office software (Word, Access, PowerPoint)
  • Ability to handle multiple tasks and multiple projects simultaneously
  • Ability to network and work cooperatively with all levels of staff at Novella and Quintiles
  • Communicate effectively (verbal and written) internally and externally
  • Ability to maintain a high degree of confidentiality and participate in Senior Management discussions
  • Very limited physical effort required to perform normal job duties

Energy Project Finance M / F-vie Resume Examples & Samples

  • Transaction support to the relevant deal team leader in the Energy team on advisory and arranging mandates, including
  • Financial modeling and analysis of financial projections
  • Review of various documentation, including information memorandum and finance documents
  • Review of various due diligence reports
  • Assisting in preparation of credit applications and other internal approval requests; and
  • Assisting in preparation of presentations for clients
  • Support for origination and marketing, including
  • Research on companies, market and industry trends
  • Preparation of marketing materials; and
  • Assisting in preparation of proposals
  • General support, as required, within Energy Project Finance, including contribution to effective teamwork within the global team and with other groups in the bank

Eyia Transaction Advisory Services Project Finance & Infrastructure Resume Examples & Samples

  • Proven quantitative analytical capabilities
  • Outstanding communication, writing and organizational skills
  • Intellectually curious with a strong desire to develop professionally in the infrastructure finance and policy sector

EY Infrastructure Advisory Project Finance & Infrastructure VP Resume Examples & Samples

  • A bachelor’s degree and at least five years of related work experience, or a graduate degree and at least four years of related work experience
  • Experience with large-scale infrastructure projects with proven project management skills
  • Proven quantitative analytical capabilities; ability to build market-accepted financial models is preferred

Japan Project Finance Manager Resume Examples & Samples

  • At least 3-5 year Experience in Big4 accounting firm revenue/cost/expense analysis is preferred
  • Good analytical sense with strong financial background with positive working attitude to provide some solutions and be able to work under pressure
  • Good written and verbal communication skill in English/Japanese
  • Well developed MS Excel/Power Point skills

Project Finance Director Japan Resume Examples & Samples

  • Primary Job Functions
  • 8+ years of investment banking or project finance experience
  • Minimum 2+ years of non-recourse project finance experience
  • Experience undertaking and managing deal structuring, contract negotiations, transaction due diligence, project rating, and capital raising and syndication
  • Power Sector experience preferred
  • Demonstrated superior business and credit judgment
  • Familiarity with a variety of financing and capital structures
  • Understanding of basic accounting and GAAP implications of proposed transactions
  • Ability to conceptualize new business and financing structures to help achieve First Solar commercial objectives
  • Exposure to or experience with a high energy, fast paced, entrepreneurial environment
  • Language RequirementsEnglish (Required), Japanese (Required)
  • ExperienceProject Finance
  • EducationBachelors: Finance (Required), Masters
  • Potential candidates will meet the education and experience requirements provided on the above job description and excel in completing the listed responsibilities for this role. All candidates receiving an offer of employment must successfully complete a background check, pre-employment drug screen, and any other test that may be required for the role.Potential candidates will meet the education and experience requirements provided on the above job description and excel in completing the listed responsibilities for this role. All candidates receiving an offer of employment must successfully complete a background check, pre-employment drug screen, and any other test that may be required for the role
  • Leads (or co-leads) the structuring and execution of financings on behalf of AES and/or its subsidiaries
  • Supports AES subsidiaries in the evaluation of financing needs and options
  • Provides leadership and direction to our project and corporate finance professionals when negotiating and closing new or amendments of existing credit agreements
  • Supports AES Treasury Leadership in managing parent global guarantee exposure and risk
  • Presents financing opportunities and recommendations to Senior Management
  • Mentors and advises project finance and corporate finance teams in the field
  • Increases the overall knowledge base in the organization of project finance and capital finance markets
  • Supports Corporate treasury communications about our financing efforts and coordinates efforts globally
  • Successful candidates will have substantial leadership skills with the ability to take a more senior role in the Arlington Treasury function or elsewhere within the company
  • Extensive transactional experience in project and/or corporate finance transactions and/or tax equity and/or securitization, preferably in a leading role and within the energy sector
  • Person should be self-motivated, execution-focused, and have strong organizational skills in order to concurrently manage multiple high priority activities
  • BS in finance, accounting or business administration required; MBA preferred or finance graduate degree
  • Eight or more years working in finance; preferably with experience in investment banking
  • Strong background and understanding of financial analysis, valuation and the preparation of written reports summarizing the foregoing
  • Willingness to travel internationally for up to 25% of the time
  • Manage the actual recording of costs of the project; this may be done at local and regional level and will require adequate consolidation and variance analysis across multiple sites
  • Manage effective reporting cycle (Budet, QPR, etc) On Time and In Full
  • Review and challenge financial information provided by Project stakeholders
  • Maintain key financial reporting tools (Cost Centres, WBS, etc) and ensure accounting is performed as per group policies and template (e.g. Intercompany Recharges)
  • Challenge assumptions where necessary to ensure integrity of plans
  • Provide support in testing Track & Trace solution developed by the Project
  • Develop and maintain a detailed understanding of the Project cost elements including key performance drivers, Operations and IT dynamics, TM&D and Legal
  • Play a key role in the management of business change initiatives, ensuring appropriate project management approaches are adopted to ensure successful delivery of initiatives on time and in full
  • Build a strong network within BAT to ensure that issues can be quickly identified and resolved
  • An understanding of the manufacturing process and a sound understanding of the key cost / profit drivers that influence it will be an advantage
  • A good understanding of BAT’s Target Operating Model
  • A good understanding of BAT standard processes as enabled by TaO
  • Possess excellent influencing and communications skills with ability to interact with all levels of senior management
  • An ability to work effectively with all levels of staff within the Company and externally
  • A self-starter who can identify options to solve new problems and challenges
  • SAP and BPC knowledge is an advantage
  • Business understanding and awareness of all other functions and their interface with finance

Senior Analyst, Project Finance Resume Examples & Samples

  • Prepare and manage financial models of projects, portfolios, tax-equity funds and debt funds
  • Support the negotiation and closing of tax equity, construction debt, term debt and cash equity financings
  • Run scenarios using existing project model and/or self-created models to support negotiations and ensure decision-making is being informed by thorough analysis
  • Update and maintain fully structured (tax equity, debt and cash equity) internal financial model with most recent project and corporate assumptions
  • Prepare and maintain external-facing data rooms containing all relevant project contracts and technical information for 3rd party capital providers and their consultants so they can perform due diligence
  • Manage the process of funding individual projects into equity partnerships and debt funds. This includes preparation, coordination and completion of a financial model, an appraisal, an independent engineer report, an insurance consultant report, etc
  • Represent Project Finance department at project team meetings to communicate financing requirements and ensure projects are planned within requirements of external financiers
  • Coordinate with many different departments internally to communicate deliverables and requirements of tax equity and debt funds
  • Assist in building models, tools, process and infrastructure that supports the organization's accuracy, efficiency and scalability
  • Bachelor’s degree in Finance, Business, Economics or related field. Degree in Engineering, Math, Science, or other quantitative field with business or finance experience also potentially suitable
  • 3+ years of energy or infrastructure industry experience in a project finance or fund administration role
  • Project Finance modeling experience
  • Excellent written and verbal and communication skills and an ability to communicate complex issues in a clear, concise manner
  • An ability to perform in a matrixed organization, working in inter-departmental teams to achieve objectives
  • Diligent, detailed oriented, and creative
  • Renewable energy industry experience, preferably distributed or utility-scale solar
  • Experience assisting in the closing of tax equity and/or energy project finance transactions
  • Experience writing and/or using VBA in Excel
  • MBA, advanced Finance degree, or equivalent experience

Analyst Project Finance Resume Examples & Samples

  • 1 year experience in fixed asset or project accounting
  • 1 year experience using SAP or other enterprise financial reporting system
  • 1 year experience using basic functionality of word processing, spreadsheet, and database software (for example, Word, Excel, Access)
  • Certified Management Accountant (CMA)
  • Master's degree in Accounting, Finance, or related field

VP, Project Finance Portfolio Management Resume Examples & Samples

  • Performing detailed annual/semi-annual/quarterly credit reviews
  • Managing and running Agency roles on project financings
  • Handling amendments/waivers on portfolio transactions
  • Handling the closing formalities and process for new project transactions
  • Handling the formalities for facilities that are prepaying
  • Preparation & circulation of SMO snapshots
  • Managing RWA parameters of transactions and ensuring they are inputed correctly into the systems
  • Updating internal project ratings using Starweb model
  • Oversee customer instructions re payments and deposits
  • Various ad hoc tasks & reports, papers, as requested
  • Review loan documentation and related legal contracts
  • Analyse historical financial statements
  • Project finance structures,
  • Project risks and commercial rationale
  • Legal documentation
  • Main industries covered
  • Credit analysis skills
  • Cash flow models
  • Dealing with customers, banks, and advisers

Manager, Project Finance Excellence Resume Examples & Samples

  • Provide accurate, transparent, and timely financial and non-financial analysis to support project leadership in project and project portfolio decision making process; clearly articulate financial implications of business decisions / choices, and provide retrospective analysis as well as drive forward looking actions at portfolio level
  • Monitor key project financial management performance indicators, identify areas for improvement, develop solutions and adjust org unit tactics, policies and procedures to improve project and portfolio financial outcomes
  • Provides leadership and guidance to Finance Business Partners in the project analysis requirements for defined projects; Monitors compliance with the execution of financial processes and preparation of monthly business analysis (e.g. revenues and costs, actuals vs. forecast, variances) for defined projects at portfolio level. Analyzes and reports on relevant and impactful set of project metrics at portfolio and/or account level. Leverages understanding of the business context to synthesize financial and operational data into meaningful business insights that highlight performance, risk, and opportunities at portfolio or customer level
  • Partner with Commercial Finance and clients as needed on MSA or work order financial items and in meeting client reporting and forecasting deliverables. Oversees quality and delivery of updates on financial status at portfolio or account level and fulfill any client financial reporting needs
  • Relentlessly bring a focus on the underlying data integrity and control framework and on the execution of all SOX controls and fulfillment of audit requests
  • Employ proactive troubleshooting and quick problem solving as issues surface. Support organizational process and system improvement opportunities by participating in change initiatives at portfolio level
  • Ensure team discipline in meeting monthly deadlines and with the requisite quality. Establish and institute standards for project financial analytics and decision support for direct reports. Identify and promote existing best practices in Project Financial Management and directly communicate them to key stakeholders across the organization. Identify and communicate ways to improve project financial analysis process and metrics
  • Team Leadership
  • Ability to influence cross-functionally
  • Analytics & Problem Solving: Ensures data accuracy and integrity and conducts detailed analysis to solve problems and provide recommendations and insights. Considers the big picture, including all stakeholders, and looks beyond the obvious to anticipate problems and data needs and proactively find solutions
  • Drive for Results: Proactively identifies and informs stakeholders about opportunities and risks to improve efficiency and profitability. Conducts crucial and challenging conversations to protect profitability and ethics
  • Financial Acumen & Controls: Possesses and applies financial accounting and reporting knowledge, policies and procedures. Upholds all company and regulatory policies, compliance standards and controls to protect business integrity
  • Partnering for Business Success: Partners and collaborates within and outside of Finance to create positive financial outcomes, generate better ideas, resolve issues and gain a One PAREXEL perspective. Educates and influences others by explaining the connection between business, finance and customer needs
  • Project & Process Management: Holds oneself and others accountable to follow processes and deliver expected results
  • Significant and progressive Finance and Management roles with strong analytical and partnering track record
  • An understanding of the concept of US GAAP revenue recognition. Strong technical base
  • Demonstrated understanding and knowledge of clinical research projects and their financial management including pricing, budgets, revenue recognition, and cost management, billing and invoicing and leveraging profitability
  • Passion to succeed, demonstrated problem solving skills, and professionalism
  • Moderate Level of progressive Finance roles with strong analytical and partnering track record
  • Run financing processes to find and secure sources of capital that are the best fit for the company’s goals
  • Lead diligence, modeling and documentation efforts to gather consensus and understand internal requirements, constraints and preferences then negotiate terms and conditions of financings to those parameters
  • Serve as a reliable representative of the project finance team on internal project teams and in internal discussions
  • Present and report on transaction status, risks and benefits to management
  • Provide the development team advice on anticipated terms of financings and assist in the development, pricing and origination of new renewable energy projects
  • A positive attitude, highly motivated and the ability to maintain a culture that is based on teamwork, respect and integrity
  • Bachelor’s degree in finance, economics, engineering, or related field. Master’s degree preferred
  • Minimum of 5 years of work experience in energy project finance, with preference for U.S. renewable energy project finance
  • Ability to coordinate and work as a team as well as contribute individually
  • Requires an understanding of how financing contract terms and conditions influence economics and NRG’s business model
  • Must have proven track record of successful project finance closings
  • Experience managing internal deal teams as well as external consultants and lawyers to a deadline
  • Excellent communication skills, both written and oral, including the ability to convey ideas and positions clearly
  • Advanced Excel, PowerPoint, Word and computer skills
  • Owns and drives final project closeout reconciliations, including comprehensive financial review of unbilled receivable and deferred revenue positions, reviewing contracts, and assessing the necessary final project balance actions and dispositions upon end of study
  • Manages analysis of detailed project revenue and expense transactions in multiple currencies from multiple source systems
  • Drives the reviews and reconciliations of unbilled receivables and deferred revenues general ledger accounts for sponsor projects globally, including analyzing trends and variances in the General Ledger (GL) account balances, reviewing contracts, and preparing reconciliations and corresponding journal entries
  • Prepares monthly and quarterly project analytical reporting for Management Executes special projects to include, but not be limited to, analyzing historical trends, developing procedures to mitigate audit weakness, and implementing/testing activities surrounding financial system
  • Ensures a reporting structure is in place that is Sarbanes Oxley (SOX) compliant and meets all statutory internal and external requirements. Assist with Sarbanes Oxley quarterly compliance reviews and leads implementation of process changes to ensure compliance is maintained

Syndications, Project Finance, Associate Resume Examples & Samples

  • Bachelor’s degree required (Finance, Accounting or related major preferred)
  • 3+ years of corporate finance experience
  • Syndicated loan capital markets or project finance experience
  • Strong analytical competency
  • Proven expertise in MS Office (with an emphasis on Excel, Word and PowerPoint)
  • Credit training preferred
  • Series 79 & 63 licenses
  • This position will support the Business Management team for USAF Programs, including writing and managing proposals
  • Maintain current and long-term business base projections, coordinate internal/external major review preparations, cost and schedule oversight
  • Responsible for program risk management
  • Serve as primary point-of-contact for customer business office
  • Manage and monitor project schedule, timelines, and milestones from initiation to delivery to meet delivery goals
  • Coordinate departmental and/or cross-functional teams to assign and prioritize tasks focused on delivering new or upgrading existing products and/or services
  • Administer and execute policies, processes, and procedures that impact the assigned project
  • Develop and deliver progress reports, proposals, requirements documentation, and may present results to project management team and/or management
  • Collaborate across management and project team to expand services and potential business opportunities
  • Ensure compliance with environmental and other regulations
  • Identify and assess project issues and develop recommendations for solutions to meet productivity, quality and customer satisfaction goals and objectives
  • May participate in or lead segments of the request for proposal (RFP) process to generate new business
  • Responsible for ensuring all laws, regulations and other applicable obligations are observed wherever and whenever business is conducted on behalf of the Company
  • Responsible for ensuring work is accomplished in a safe manner in accordance with established operating procedures and practices
  • Typically requires a Bachelors in Business Administration or related discipline and nine or more years of progressively complex experience in the project administration field with at least three of those years in project management. May substitute equivalent experience in lieu of education
  • Must have a thorough understanding of project management processes and procedures, planning and scheduling methods, and budget management as well as the ability to organize, schedule, and coordinate workloads to meet established milestones and budgets
  • Must possess: (1) the ability to initiate, plan and manage projects; (2) the ability to identify issues, analyze and interpret data and develop solutions to a wide range of complex issues; (3) strong communication, computer, documentation, presentation, and interpersonal skills; and, (4) the ability to work independently and as part of a team
  • Technical knowledge of Unmanned Aircraft Systems is highly desirable
  • Extensive experience with the design, implementation and/or management of new processes through to a positive outcome, with new business capture/program development and proposal shaping highly desirable

Project Finance Representative Resume Examples & Samples

  • Working closely in coordination with Group Leaders to keep them informed of the status of projects within the group, highlight concerns and develop solutions for any issues which may arise
  • Monitoring and reporting on the overall financial position of the group, creating financial reports for the group leader monthly and additionally as required
  • Working with Project Mangers to assist with development and coordination of project procedures to ensure the efficient cost control of projects, including the recording, controlling forecasting and reporting of all financial matters
  • Manage project reconciliations and closures within ePM / oracle
  • Monitor “Revenue Opportunities” and ensure minimised
  • Report to Group Leaders business line overhead spend, variances to forecasts and future requirements. This position will support the business line achieving overhead spend targets
  • Prepare weekly project reporting including weekly issues Register
  • Prepare monthly financial performance projections for consolidation into the VSA results
  • Maintain revenue recognition Sox compliance for all projects
  • Assist other Project Services Representatives and business lines as directed by the VSA Finance Manager. It is expected that project finance representatives will rotate between different business lines periodically to help develop a complete understanding of the entire business
  • Experience with Oracle an advantage
  • Previous experience with project accounting/cost control
  • Experience in the engineering consulting environment
  • Degree qualified in the field of Accounting/Commerce or similar

Senior Project Finance & Development Associate Resume Examples & Samples

  • 5-10 years of experience working for an energy project finance company, energy Company or, preferably an ESCO, in arranging financing for energy projects
  • Outstanding implementation, operations, and financial modeling skills
  • Excellent knowledge of financing agreements including ability to review and negotiate terms and conditions with customers and finance companies
  • Proficient in Microsoft Excel, Work, and PowerPoint

Manager of Project Finance Resume Examples & Samples

  • Direct and assist w/common processes/procedures related to project administration activities
  • Track and evaluate guarantees and liquidate damage costs
  • Ensure that the most efficient resources are leveraged from a risk assessment perspective
  • Manage construction subcontractors/vendors to maintain project delivery timeline and quality met
  • Organize the project reviews from start to the end of each contract including coordinating close-out process
  • Review AR detail estimates prior to project submittals to verify correct account classifications
  • Analyze and process project related documents (purchase requisitions, field orders, invoices, etc.)
  • Verify account breakdown structure accuracy between capital and expense accounts
  • Track/reconcile Guaranteed Maximum Price contracts
  • Communicate financial matters with project teams and business units including executives
  • Understand sales, property and personal tax requirements
  • Monitor and audit reports to ensure accuracy
  • Generate project status reports and summaries
  • 2-4 years of specific background in capital project work with overall experience of 10 years in a field dealing with infrastructure such as energy construction or construction relating to projects of $100M
  • Experience in Capital Management/FSS Capitalization/Plant Financial/Project Tracking
  • Good working knowledge of project related activities and Construction General Conditions
  • Detail oriented with strong time management and project management skills
  • High level of knowledge in use of Corporate Systems: SAP Project Systems and Contract Manager
  • Demonstrated ability to interact with executive management
  • Strong background in using MS Office software: Excel, Word, and PowerPoint
  • Up to 25% travel as needed domestically and potentially globally
  • College degree with a major in accounting, business administration, engineering or equivalent training
  • Project Management Professional (PMP) Certification desired
  • Adheres to accounting policies and procedures that are compliant with GAAP. Maintains changes to policies, while communicating and providing guidance on relative policies to appropriate staff. Ensures control procedures are created and/or edited to match new/revised accounting policy
  • Line management responsibilities for staff members. For direct and indirect reports, may participate in and manage activities related to department staff operations such as interviewing and selection, job description preparation, professional development, goal setting, performance management, coaching and mentoring, employee counseling, and separations. Approves courses of action on salary administration, hiring, corrective action, and terminations. Reviews and approves time records, expense reports, requests for leave, and overtime
  • Works with and advises staff on administrative policies and procedures, technical problems, priorities, and methods
  • Creating accurate, transparent, and timely financial analysis to support project leadership in project decision making process; clearly articulating financial implications of business decisions / choices, and providing retrospective analysis as well as drive forward looking actions on simpler projects / contract types
  • For less complex projects, you will facilitate the monthly revenue cycle and support project analysis requirements, including a review of units, forecast, unit prices, and revenue recognition. Ensure appropriate supporting documentation is available and that the forecast is aligned with operational plans. Complete all required variance analyses for the set of projects, with insight. Identify risks in the project forecast and opportunities to improve revenue outlook. Communicate, document and manage these on an ongoing message. Understand alternative finance scenarios within a project with a degree of technical knowledge and business acumen
  • Provide updates on financial status for assigned projects and create information in response to any client financial reporting needs for assigned projects in the area of project reporting, forecasting, or transactional details for the projects within the portfolio
  • Refine, and improve a robust set of Excel-based project finance models that serves our project origination, development, construction, financing, and asset management business
  • Coordinate with many different departments internally to communicate deliverables and requirements of tax equity and debt funds as well as internal underwriting standards
  • Assist in building tools, process and infrastructure that supports the organization's accuracy, efficiency and scalability of financial analysis
  • 3 years of experience working in Project Finance or related field
  • Experience in the structuring and closing of tax equity and/or energy project finance transactions
  • Responsible for main project financials (sales, margin, CFOA, reserves). Work closely with Project Managers to identify opportunity and mitigate risks
  • Working closely with Operations and Global Supply Chain to monitor and manage project cost within budget. Support GSC in identifying and track Savings and cost-out initiatives
  • Support quarterly project reviews, reporting on the project status, primary projects risks and action items required to mitigate those risks, and expected financial condition at the conclusion of the project
  • Responsible for Project P&L and Balance Sheet with monthly reporting to OTR Finance Manager & Project Manager. Ensure proper Quarterly Balance Sheet account reconciliations
  • Managing the quarterly financial closing for his/her project portfolio, including Sales booking entries in accordance with US GAAP and Revenue Recognition policy. Maintain accurate project accounting
  • Supporting KPMG/ GE Internal audits (CAS) for project’s specific request and details
  • Working with Treasury to monitor of FX volatility through different Legal Entities & functional currencies
  • Bachelor's degree from an accredited university or college in finance / accounting
  • At least 5 additional years of experience with financial operations and their implementation into the business function
  • Hands-on approach and autonomous
  • International experience in multinational firm
  • Willingness to challenge existing processes, problem solving
  • Excellent analytical skills and strong accounting background
  • FMP/CAS background
  • Model Project Proposal Budget to align with Peoplesoft Finance Revenue Definitions
  • Prepare and monitor project budgets, including monthly analysis of budget variables
  • Coordinate with Billing Specialist to review invoicing milestones and review draft invoices prior to submission to client
  • Manage Accounts Receivables for assigned projects with Billing Specialists, including follow-up with clients on past due invoices
  • Assist project managers with other financial related activities, as needed
  • Set up and maintain projects in PeopleSoft, including Project Setup, Budget and Change in scope entry, Invoice Forecast Entry, Payment Schedule
  • Ensure Sarbanes Oxley Compliance
  • Provide Finance Audit Support
  • Knowledge of General Ledger accounting
  • Experience working within PeopleSoft
  • Excellent Microsoft Excel expertise
  • Industry knowledge a plus
  • Ability to maintain long-range projects while managing daily details with a high degree of accuracy
  • Experience with budget preparation and monitoring techniques
  • Familiarity with clinical research services
  • Communicates effectively (verbal and written) internally and externally
  • BS/BA in Accounting preferred
  • 2 years of project accounting experience
  • Minimum of 4 years of finance accounting experience
  • Bachelor degree from an accredited institution in Business, Finance, Engineering or a related discipline; advanced degree preferred
  • Minimum 6 years experience
  • Minimum 3 years of related experience with financial management, business management and/or project control experience
  • High level of proficiency in Microsoft Office (all programs), including MS project
  • Full project Control Lifecycle experience
  • Experience with internal and external audits from a program financial perspective
  • Strong knowledge and experience with project planning, scheduling and execution
  • Excellent interpersonal, verbal and written (technical/financial) communication skills with the ability to support junior and senior Project Finance staff
  • Ability to resolve complex issues, strong organizational skills, excellent oral and written communications skills, strong analytical and problem solving skills, with ability to multi-task in a fast-paced environment
  • Must a self-starter with ability to define tasking, manage workload from multiple sources, and independently resolve multifaceted situations
  • Earned value management and related tools such as Cobra
  • Ability to work under minimal supervision and effectively manage multiple/changing priorities
  • Experience with multiple contract types (primarily time & materials and fixed price)
  • Experience with core program structure and establishment such as work breakdown structure, organizational breakdown structure, requirements traceability matrix, integrated master schedule

Associate, Project Finance Energy Advisory Resume Examples & Samples

  • Proven experience of the Project Finance market with a specific focus on the Energy Sector is preferred
  • Analytical mind-set and commercial knowledge of the credit risk issues and capital markets
  • Understanding of the role and functions of Rating Agencies

Project Finance, Portfolio Management, VP Resume Examples & Samples

  • Function as the first line resource for credit-side administrative issues
  • Coordinate waivers/amendments/consents with agency desk
  • Respond to credit inquiries from syndicate banks, confirming information with the Borrower as necessary
  • A minimum of 5 years of experience in project finance (or related sectors), especially credit analysis, execution, due diligence, documentation, and administration
  • Seasoned project finance professional with portfolio management experience and ability to handle refinancing of existing loans
  • Sound knowledge of finance, accounting, legal/documentation and various project sectors (both US domestic and cross-border)
  • Ability to speak, read and write Spanish preferred

Analyst, Project Finance Resume Examples & Samples

  • Update and maintain complex structured (tax equity, debt and cash equity) internal financial models with most recent project and corporate assumptions
  • Prepare and manage financial models of projects, portfolios, tax-equity and debt financing facilities
  • Run scenarios to ensure decision-making being informed by quantitative financial analysis
  • Review and confirm that projects are modeled accurately, economic results are accurate and projects are generally financeable prior to senior management decision making and approval
  • Support the process of funding individual projects into equity partnerships and debt funds. This includes preparation, coordination and completion of a financial model, an appraisal, an independent engineer report, an insurance consultant report, etc
  • Develop and foster relationships with various departments
  • Bachelor’s degree in Finance, Business, Economics, Engineering, Math, Science, or other quantitative field with business or finance experience
  • Project Finance modeling (i.e. discounted cash-flow with multiple parties) experience
  • Expert with MS Excel, and highly skilled with other MS Office products including PowerPoint, Word and MS Project
  • Experience writing VBA code in Excel or comparable programming work
  • Diligent, detailed oriented, rigorous, and creative
  • Ability to prioritize many competing deadlines
  • Energy or infrastructure industry experience in a project finance role
  • Experience with business intelligence, corporate performance management, and database software that project financial modeling will interface with
  • The Finance Business Partner is expected to establish him/herself as a “co-pilot”, along with the Project Leader (PL), in steering a set of projects to their targeted financial goals (e.g. revenue, profitability, cash flow, etc.)
  • As such, the Finance Business Partner acquires an understanding of the project economics and profitability drivers. Under supervision, he/she assists in translating them into operational actions, and proactively advising the PL on how to influence critical operational levers in order to positively impact project financials
  • The Finance Business Partner/Projects is the "go-to" person for broader Finance understanding or insight into defined projects. He/She interacts directly with project leaders, helps set project strategy, supports project decision making, and guides future project decisions on the basis of their impact on project financial performance
  • The main success factors of this role include strong business acumen, strong grasp of project operations and their implications for financial performance, and strong technical, analytical and consulting skills
  • Finance Business Partners are expected to build business relationships across all areas of the organization, drive tactical decisions, and become a trusted advisor to Project Leaders
  • The role will involve analysis and reporting, budgeting, metrics, assessing the scope of the work and any change in this, reviewing resourcing/labour assumptions and completing any revenue control testing as required
  • BA in Finance or Accounting, or relevant experience preferred
  • Relevant and progressive Finance roles with strong analytical and partnering track record

Director of Project Finance Resume Examples & Samples

  • Bachelor degree from an accredited institution in Business, Finance, Engineering or a related discipline
  • Minimum 12 years of related experience with financial management, business management and/or project control experience
  • Human Capital Experience or one who has shown potential to lead
  • Significant Microsoft Excel expertise
  • Detailed working experience with Hyperion, CostPoint, Deltek
  • Must have excellent relationship building skills with the ability to support and interface with managers at senior levels (e.g., director, senior director, VP)
  • Excellent interpersonal, verbal and written (technical/financial) communication skills with the ability to support junior and senior Project Control staff
  • Ability to understand high level technical concepts specifically concerning information technology and systems engineering

Polyol Project Finance Expert Resume Examples & Samples

  • Involvement in the preparation of project dashboards (technical and financial progress of the projects), end-to-end capex reports (contract to invoice)
  • Monitors cost center expenses of the Group Petrochemical Strategic Projects organization
  • Makes sure that project WBS-s show true and fair expenses and that internal costs are appropriately allocated to relevant cost objects
  • Revisits the project business model if and when required. Determines sensitivity scenarios for approval materials
  • Compares cost estimates to historical and industry benchmarks. Reviews scoping and eliminates non-beneficial elements, helps investigating after other alternatives
  • Gets involved in the financial review of contracts
  • Understands and tracks commitments taken towards external suppliers
  • Takes part in setting up processes that ensure appropriate control over the projects
  • Ownership of the project from financial point of view just as showing partnership towards project and business functions are important elements of the job
  • Cooperates with Group and Local functions to ensure the efficient execution of the projects (on scope, on time, on budget)
  • BA or MSc degree in Finance
  • At least 3 years of professional experience on the field of Finance (controlling, treasury, accounting)
  • Advanced user of Microsoft Office tools
  • Advanced English knowledge
  • Driving license is an advantage
  • Master’s preferred
  • 8 years experience in financial management of USG acquisition programs of similar size preferred
  • Experience in financial analysis and budgeting for U.S. government-funded projects, particularly the U.S. Department of State
  • Demonstrated experience in establishing financial, contractual, and other systems and developing innovative ideas to problem solve
  • Experience with Deltek financial systems including TM1
  • Demonstrated Advanced proficiency in Excel
  • Knowledge of management of Federal funds under 2 CFR 200
  • Knowledge of international exchange and scholarship programs, particularly those funded by the U.S. Department of State
  • Prior work in a non-governmental organization (NGO) and international organization
  • Ability to work independently and manage a high-volume of work

Infrastructure & Project Finance Resume Examples & Samples

  • Strong communication and presentation skills at all levels and deal structuring skills
  • Experience within Credit risk analysis & the ability to think creatively and identify solutions
  • Appropriate policy, product and industry knowledge
  • An understanding of the macro-economic factors affecting debt markets, and alternative sources of funding
  • Covering a wide scope of products including both secured and unsecured lending: overdraft, term lending, commercial mortgage, and also specialist Government schemes
  • Application: On your application we'll ask for information like your contact details, education and work experience. You’ll also be required to upload a CV, so it's a good idea to have it ready
  • CV Review: If you meet the criteria for the role you’ve applied for, a member of our team will be in touch to conduct a short telephone interview to explore your application in greater detail
  • Assessment: If your application is successful at this stage, we’ll ask you to complete an online Situational Judgment Test to explore your alignment to the Barclays Values and Competencies. Your recruiter will be able to provide further information about the test
  • You will set up Fulfillment Assignments in ONE
  • Monitor and Analyze Fulfillment Assignments in ONE
  • Maintain and Close Fulfillment Assignments in ONE
  • You will also be the Subject Matter Expert within Project Support team
  • Education: Bachelor degree in Business Administration or equivalent
  • Min years of experience: (Recruiter to supply)
  • Domain experience: (Recruiter to supply area of expertise – e.g.: Cloud, BSS, OSS etc.)
  • Requires both theoretical knowledge and understanding through solid experience i.e. from deployment in rollout projects as Regional Implementation Manager or similar for a period of minimum 2 years
  • Requires an understanding of the complexity of mobilization and ramp-up of site production, efficiency factors for planned or started attempts versus failing rate and successful implementation and handling of back log
  • Proficiency with the English Language

Project Finance & Structure Finance Analyst Resume Examples & Samples

  • The primary mission of the candidate will be to support the front officers in their respective businesses
  • He/She will work on external presentations (pitches, proposals, term-sheets) as well as internal documents (client mapping, strategy, internal reports)
  • He/She will assist in gathering data and market intelligence across products and customers/prospects (sovereigns, corporates and financial institutions)

VP of Project Finance Resume Examples & Samples

  • Execute transactions
  • Conduct primary and secondary research
  • Perform financial modeling
  • Conduct valuations
  • Screen and structure transactions
  • Be actively involved with the management and direction of its existing investment portfolio
  • Two to four years of investment banking and strategy consulting experience at a top tier firm
  • College degree, preferably in the field of finance or related
  • Knowledge of the infrastructure investment space including power plants, pipelines, renewable developments, ports, airports, terminals, transportation and other logistics projects
  • Learning agile, able to adapt quickly and appropriately in accordance with the constant evolution of the company and industry
  • Credit trained, with proven commercial or corporate banking skills and 5+ years of experience
  • BS or BA degree (graduate degree or equivalent preferred)
  • Demonstrated quantitative skills and modeling expertise
  • Knowledge of accounting at intermediate level
  • Must be able to prioritize quickly and work both independently and in a group within a fast-paced environment
  • Must be comfortable in a primarily credit-oriented role
  • Experience in non-recourse project finance, utility, or other energy lending is preferred but not required
  • Agency and/or workout experience is a strong plus

Project Finance & Infrastructure Resume Examples & Samples

  • This job must effectively foster client relationships
  • This job interacts with the legal department, as well outside resources such as law firms and regulatory bodies
  • This job must actively mentor junior team members
  • This job builds and maintains relationships with Commodity Product Marketers and Trading Room Credit Adjudication
  • Candidate must have had 10 or more years of experience successfully originating, developing, closing and monitoring project finance opportunities with primary sources of such products, including power & utilities companies, specialty private equity firms and funds that specialize in investing in such developments, and other sources of financing opportunities
  • Candidate must have experience cross selling structured finance solutions, particularly commodity, interest rate and credit derivatives to project finance projects and long term take out financing
  • Candidate must have a solid understanding of the credit standards and terms for project financings in order to work closely with the debt capital markets specialists and the credit approval process at CIBC and thereby successfully close financings and insure the clearance of the debt capital markets in syndication
  • Candidate must have solid credit judgment as indicated through a successful track record of underwriting, booking and managing a portfolio of project finance financings
  • Serve as risk lead in the due diligence, underwriting, and approval of new equity investments
  • Negotiate terms and conditions for transactions and partner with cross-functional teams to ensure appropriate documentation
  • Support and directly participate in large and complex transaction underwriting and documentation
  • Prepare risk assessments and present to senior management with a clear and consistent approach to mitigate project risks
  • Mentor junior underwriting professionals on a deal-by-deal basis
  • Bachelor’s Degree with proven years of experience in commercial lending or investment businesses or equivalent knowledge & experience
  • Experience with renewable and tax equity transactions
  • Strong financial statement analysis, financial modeling, and valuation skills
  • Proficient use of Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook
  • Bachelor’s Degree in Finance, Accounting, or Business Administration or equivalent knowledge & experience
  • MBA Degree or equivalent knowledge & experience
  • Proven years of progressive complexity in financial structuring and investing
  • Experience in the energy industry

Project Finance Account Manager Resume Examples & Samples

  • Prepare and follow through on bids for new business
  • Oversee financial and contractual performance of Sponsor projects
  • Maintain a strong relationship with the customer during an ongoing clinical trial
  • Perform financial analysis and reporting
  • Oversee client requests for proposals
  • Develop change-in-scope documents for ongoing trials
  • Customize pricing according to client requirements
  • Develop study metrics; and
  • Possibly supervise Account Analysts
  • Bachelor's degree in business, finance, or accounting
  • 5 years of experience contract management and pricing
  • Clinical research experience preferred but not required
  • Strong working knowledge of financial and accounting processes
  • Basic knowledge of medical terminology and working knowledge of drug development services
  • Excellent analytical, as well as written and oral communication, skills
  • Excellent computer skills with a strong knowledge of Microsoft® Excel; and
  • Past supervisory experience preferred

Internship Project Finance Resume Examples & Samples

  • A natural feeling for finance and strong affinity with investment banking
  • University education (preferably Master students) with excellent grades
  • Minimal availability as an intern of three months and preferably five months
  • Strong communication skills, both verbally and written in the English language

RtM Project Finance Manager Resume Examples & Samples

  • Approx. 3 years’ experience at accounting manager in an FMCG company
  • Experience in people management and leadership
  • On-job training skills
  • Creative Thinking
  • Professional and Personal Development
  • Work under pressure

Transaction Advisory Services Senior VP-project Finance & Infrastructure Resume Examples & Samples

  • Lead in developing strategy, financial, project delivery, business planning, funding, procurement and/or policy analysis and recommendations for clients
  • Act as a subject-matter resource on capital project/program funding, financing and delivery mechanisms at the local, state and national levels to support analysis of client projects
  • Assist clients in their management of multidisciplinary efforts to advance large-scale projects
  • Assist in leading engagements, including identifying project needs, coordinating client deliverables and communicating status
  • Assist clients in the structuring and closing of financing for infrastructure projects and procurements, including the development, structuring and negotiation of contract terms
  • Perform research, financial analysis and modeling; review and synthesize work by others
  • Lead meetings with and serve as a contact for assigned clients as well as interested third parties
  • Develop and present key work products, including briefing memoranda, reports, presentations and financial analysis
  • Lead business development pursuits and proposal development efforts
  • Mentor, train and supervise team members at all levels
  • A bachelor’s degree and at least eight years of related work experience, or a graduate degree and at least seven years of related work experience
  • Significant experience structuring infrastructure financing transactions and/or procurements and the commercial aspects of the associated documentation
  • Proven quantitative analytical capabilities; demonstrated ability to build market-accepted financial models is preferred
  • Demonstrated ability to lead multiple teams and projects simultaneously
  • Strong relationship-building and networking abilities with proven success in business development preferred
  • Intellectually curious, with a strong desire to develop professionally in the infrastructure finance and policy sector

Related Job Titles

finance project manager resume sample

Financial Project Manager Resume Examples

Writing a great financial project manager resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

Create your resume Select from 7 professional resume templates

If you're looking for inspiration when it comes to drafting your own financial project manager resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the financial project manager job you're after.

Financial Project Manager Resume Example

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Essential Components of a Financial Project Manager's Resume

As a Financial Project Manager, your resume is a critical tool for showcasing your expertise in finance, project management, and leadership. It's the initial impression you make on potential employers, and it's imperative to highlight the elements that reflect your qualifications and experience. A well-crafted resume should be clear, concise, and tailored to the position you're applying for. In this guide, we'll delve into the essential sections of a Financial Project Manager's resume, discuss their significance, and provide tips for making your resume stand out.

1. Contact Information

The " Contact Information " section is straightforward yet crucial, as it enables potential employers to reach out to you. Include your full name, professional email address, phone number, and LinkedIn profile. While your home address is optional, ensure all provided details are current and professional.

How to List Contact Information for a Financial Project Manager Resume

Remember to maintain a polished online presence, as employers may review your social media profiles.

  • Professional Email
  • Phone Number
  • LinkedIn Profile
  • Home Address (Optional)

Ensuring accessible contact information is the first step in facilitating communication with your prospective employer.

2. Professional Summary or Objective Statement

The Professional Summary or Objective Statement serves as a concise introduction to your skills, experience, and career goals. It should be engaging and specific to the role you're targeting, highlighting your financial project management expertise and achievements.

An example might read: "Dedicated Financial Project Manager with over a decade of experience in leading complex financial projects, seeking to leverage my expertise in cost reduction and efficiency improvement at XYZ Corporation."

  • Results-driven: Emphasize your track record of delivering projects within budget and on time.
  • Risk Management: Showcase your ability to identify and mitigate potential risks.
  • Financial Forecasting: Highlight your proficiency in predicting financial trends.
  • Diverse Experience: Mention any international finance experience if relevant to the role.

Related : Top Financial Project Manager Resume Objective Examples

3. Skills and Competencies in Financial Project Management

A Financial Project Manager must possess a diverse skill set to manage projects effectively. Your resume should clearly list these skills, providing concrete examples of how you've applied them in past roles.

  • Financial Knowledge: Demonstrate your understanding of financial principles and regulations.
  • Project Management Abilities: Detail your proficiency with methodologies like Agile or Waterfall.
  • Analytical Abilities: Show your capability to analyze complex financial data.
  • Leadership Abilities: Highlight your leadership and team-building skills.
  • Technical Abilities: Mention your familiarity with finance and project management software.
  • Risk Management: Stress your ability to identify and manage project risks.
  • Problem-Solving Abilities: Illustrate your aptitude for resolving project challenges.
  • Attention To Detail: Emphasize the importance of precision in financial tasks.
  • Strategic Planning Skills: Discuss your strategic planning capabilities.
  • Time Management Skills: Note your efficiency in managing deadlines.

Related : Financial Project Manager Skills: Definition and Examples

4. Work Experience in Financial Project Management

The " Work Experience " section is a cornerstone of your resume, illustrating your professional journey. List your roles in reverse chronological order, including job titles, company names, locations, and dates of employment. Highlight your responsibilities and quantify your achievements to provide context and impact.

"Financial Project Manager | XYZ Corporation | 2015 - Present Directed a finance team on multi-million dollar projects, achieving a 15% cost reduction through strategic resource allocation."

Align this section with the job description, ensuring your experiences resonate with the employer's needs.

5. Education and Certifications

Your Education and Certifications section validates your academic and professional qualifications. List your degrees, certifications, and any relevant training, highlighting skills acquired during your education.

  • Education: Include your degrees and the institutions where you obtained them.
  • Certifications: List certifications like PMP, CFA, CPA, or ACP, which enhance your credibility.
  • Training & Courses: Mention additional courses that are pertinent to your role.
  • Skills Acquired: Highlight skills gained from your education and certifications.

Related : Financial Project Manager Certifications

6. Achievements and Awards in Financial Project Management

The " Achievements and Awards " section allows you to distinguish yourself by showcasing your professional recognitions. Include any relevant awards, honors, or notable project successes, using action words and quantifiable results to convey your accomplishments.

This section provides tangible proof of your capabilities and potential value to an employer.

7. References or Testimonials (if applicable)

While not always included on the resume, References or Testimonials can significantly bolster your application. Choose references who can confidently speak to your qualifications and always ask for their permission. You may opt to state " References available upon request " to save space.

Strong references and testimonials serve as endorsements of your skills and past performance, enhancing your candidacy for the Financial Project Manager role.

Related Resume Examples

  • Financial Reporting Manager
  • Financial Services Manager
  • Financial Manager
  • Project Manager Consultant
  • Project Manager
  • Agile Project Manager

5 Finance Manager Resume Examples to Land You a Role in 2023

Finance managers are experts at managing money and making sound financial decisions. As a finance manager, your resume should be just like a financial plan. It should be well-structured, organized, and tailored to the needs of the employer. In this guide, we'll review X finance manager resume examples to help you create a winning resume.

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Resume Examples

Resume guidance.

  • High Level Resume Tips
  • Must-Have Information
  • Why Resume Headlines & Titles are Important
  • Writing an Exceptional Resume Summary
  • How to Impress with Your Work Experience
  • Top Skills & Keywords
  • Go Above & Beyond with a Cover Letter
  • Resume FAQs
  • Related Resumes

Common Responsibilities Listed on Finance Manager Resumes:

  • Develop and manage annual budgeting and forecasting processes
  • Monitor financial performance and analyze variances to budget
  • Prepare financial statements and reports
  • Develop financial models and analyses to support strategic initiatives
  • Manage cash flow and liquidity
  • Oversee accounts payable and receivable
  • Develop and maintain internal controls
  • Manage financial audits and tax compliance
  • Analyze and interpret financial data
  • Identify and recommend cost savings opportunities
  • Develop and implement financial policies and procedures
  • Advise senior management on financial matters

You can use the examples above as a starting point to help you brainstorm tasks, accomplishments for your work experience section.

Finance Manager Resume Example:

  • Developed and implemented a new budgeting process that resulted in a 10% reduction in expenses and a 5% increase in revenue.
  • Analyzed financial data and identified cost savings opportunities, resulting in a 15% reduction in operating costs over a one-year period.
  • Provided financial guidance to senior management, resulting in informed decision-making and a 20% increase in profitability.
  • Managed cash flow and liquidity, ensuring timely payments to vendors and reducing outstanding accounts payable by 25%.
  • Developed and maintained internal controls, resulting in a successful financial audit with no major findings.
  • Implemented financial policies and procedures, resulting in improved compliance and a 10% reduction in financial risk.
  • Developed financial models and analyses to support strategic initiatives, resulting in a successful merger with a competitor and a 30% increase in market share.
  • Managed financial audits and tax compliance, resulting in a 100% compliance rate and no penalties or fines.
  • Identified and recommended improvements to the forecasting process, resulting in a 95% accuracy rate and improved decision-making for senior management.
  • Financial analysis and modeling
  • Budgeting and forecasting
  • Cash flow management
  • Cost reduction and savings
  • Internal controls and audit management
  • Financial reporting and compliance
  • Strategic financial planning
  • Risk management and mitigation
  • Tax compliance and planning
  • Financial policy development and implementation
  • Vendor and accounts payable management
  • Financial decision-making support
  • Mergers and acquisitions
  • Financial software proficiency (e.g., Excel, QuickBooks, SAP)
  • Communication and presentation skills
  • Leadership and team management

Senior Finance Manager Resume Example:

  • Developed and implemented financial strategies that resulted in a 10% increase in profits and a 20% reduction in costs within the first year.
  • Analyzed financial statements and identified areas of improvement, leading to a 15% increase in revenue and a 5% improvement in profit margins.
  • Managed and oversaw the accounting and finance functions, ensuring compliance with regulations and improving efficiency by implementing automated processes.
  • Led the successful preparation and analysis of financial statements, budgets, and reports, providing valuable insights that contributed to a 10% increase in overall financial performance.
  • Developed and maintained financial models and projections, enabling accurate forecasting and supporting strategic decision-making that resulted in a 5% improvement in ROI.
  • Managed and coordinated the financial audit process, ensuring compliance with regulations and achieving a clean audit report for three consecutive years.
  • Implemented financial policies and procedures that improved internal control systems, resulting in a 20% reduction in financial risks and ensuring compliance with industry regulations.
  • Monitored and analyzed industry trends and economic conditions, providing strategic recommendations that led to a 10% increase in market share and a 5% improvement in profitability.
  • Analyzed and interpreted financial data to identify potential areas of improvement, leading to the implementation of cost-saving measures that resulted in a 15% reduction in expenses.
  • Financial strategy development and implementation
  • Financial statement analysis
  • Cost reduction and profit optimization
  • Accounting and finance management
  • Compliance with financial regulations
  • Process automation in finance
  • Budget preparation and analysis
  • Financial reporting
  • Financial modeling and forecasting
  • Strategic decision-making
  • Financial audit coordination
  • Financial policy and procedure implementation
  • Internal control system improvement
  • Industry trend and economic condition monitoring
  • Strategic recommendation development
  • Financial data interpretation
  • Cost-saving measure implementation
  • Risk management in finance
  • Market share growth strategies
  • Profitability improvement strategies

Corporate Finance Manager Resume Example:

  • Developed and implemented a comprehensive financial forecasting model, resulting in a 10% improvement in accuracy and enabling more informed decision-making by senior management.
  • Identified cost-saving opportunities through in-depth financial analysis, leading to a 15% reduction in operating expenses and contributing to a 5% increase in overall profitability.
  • Implemented a robust risk management framework, resulting in a 20% reduction in financial risk exposure and ensuring compliance with regulatory requirements.
  • Managed the successful execution of a $10M debt refinancing project, resulting in a 25% reduction in interest expenses and improving the company's financial stability.
  • Developed and implemented a cash flow optimization strategy, resulting in a 15% increase in cash reserves and improving liquidity management during periods of economic uncertainty.
  • Provided financial guidance and analysis for strategic acquisitions, resulting in a 10% increase in market share and driving revenue growth.
  • Implemented a comprehensive financial reporting system, resulting in a 20% reduction in reporting time and improving the accuracy and timeliness of financial information for external stakeholders.
  • Developed and executed a cost-saving initiative, resulting in a 10% reduction in overhead expenses and contributing to a 5% increase in net profit margin.
  • Provided strategic financial advice to senior management, resulting in the successful negotiation of a partnership agreement that generated $5M in additional revenue.
  • Financial forecasting and modeling
  • Cost analysis and reduction strategies
  • Risk management and compliance
  • Debt refinancing and management
  • Cash flow optimization
  • Strategic financial guidance for acquisitions
  • Financial reporting and analysis
  • Overhead cost reduction
  • Strategic financial advising
  • Negotiation skills
  • Financial project management
  • Knowledge of regulatory requirements
  • Proficiency in financial software and systems
  • Business partnership development
  • Market trend analysis
  • Strategic planning and execution
  • Budget development and oversight
  • Financial statement preparation and interpretation
  • Decision-making abilities
  • Excellent communication skills
  • Critical thinking and problem-solving skills
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
  • Understanding of economic indicators and financial markets
  • Ability to work under pressure and meet deadlines.

Finance Project Manager Resume Example:

  • Developed and implemented financial policies and procedures that resulted in a 20% reduction in compliance violations and improved overall financial governance.
  • Analyzed financial data and developed financial models to identify cost-saving opportunities, leading to a 10% reduction in operational expenses and increased profitability.
  • Successfully negotiated contracts with vendors, resulting in a 15% reduction in procurement costs and improved vendor relationships.
  • Managed a project to implement a new financial software system, resulting in a 30% increase in efficiency and accuracy of financial reporting processes.
  • Developed and maintained project plans, budgets, and timelines, ensuring on-time and within-budget delivery of financial projects.
  • Identified and mitigated financial risks by implementing risk management strategies, resulting in a 25% reduction in financial losses and improved financial stability.
  • Led a cross-functional team to develop and implement a cost-saving strategy, resulting in a 10% reduction in overall expenses and improved financial performance.
  • Prepared financial reports and presentations for senior management, providing key insights and recommendations for improving financial decision-making.
  • Coordinated with stakeholders to ensure project objectives were met, resulting in a 15% increase in project success rate and improved stakeholder satisfaction.
  • Financial planning and analysis
  • Risk management
  • Budgeting and cost management
  • Contract negotiation
  • Project management
  • Financial software proficiency
  • Cross-functional team leadership
  • Stakeholder management
  • Financial reporting and presentation
  • Strategic financial decision-making
  • Compliance management
  • Vendor management
  • Process improvement
  • Financial policy development
  • Data analysis
  • Time management
  • Problem-solving
  • Communication skills
  • Attention to detail.

Finance Operations Manager Resume Example:

  • Developed and implemented financial policies and procedures that resulted in a 20% reduction in financial errors and improved overall accuracy of financial reporting.
  • Streamlined the budgeting process by implementing automated tools, reducing the time spent on budget preparation by 30% and improving the accuracy of financial forecasts.
  • Led a team in conducting a comprehensive financial analysis, identifying cost-saving opportunities and implementing strategies that resulted in a 10% reduction in operating expenses.
  • Successfully managed the accounts payable and accounts receivable processes, reducing outstanding payments by 25% and improving cash flow management.
  • Implemented financial risk management strategies, resulting in a 15% reduction in financial risks and ensuring compliance with applicable laws and regulations.
  • Negotiated contracts with vendors and suppliers, achieving cost savings of 10% and improving overall vendor performance and satisfaction.
  • Led financial audits and ensured compliance with applicable laws, resulting in zero findings and maintaining a clean audit record for three consecutive years.
  • Developed and maintained financial systems and controls, improving efficiency by 20% and reducing the risk of fraud and errors.
  • Analyzed financial data and developed strategies to improve profitability, resulting in a 15% increase in net profit margin and a 10% improvement in overall financial performance.
  • Financial analysis and forecasting
  • Budget development and management
  • Financial risk management
  • Accounts payable and receivable management
  • Financial auditing
  • Compliance with financial laws and regulations
  • Development and implementation of financial policies and procedures
  • Financial reporting and documentation
  • Use of financial software and automation tools
  • Team leadership and management
  • Cost reduction strategies
  • Fraud detection and prevention
  • Profitability analysis and improvement
  • Financial systems development and maintenance
  • Process improvement and streamlining
  • Data analysis and interpretation.

Financial Representative Resume Example:

  • Financial Planning and Analysis
  • Investment Strategy Development
  • Client Relationship Management
  • Portfolio Management
  • Business Development and Networking
  • Financial Education and Client Training
  • Risk Management
  • Market Trend Analysis
  • Performance Tracking and Benchmarking
  • Product Development and Launch
  • Client Retention Strategies
  • Revenue Growth and Profit Maximization
  • Client Issue Resolution
  • Customer Service Excellence
  • Asset Allocation
  • Regulatory Compliance and Ethics
  • Financial Advisory
  • Strategic Financial Planning
  • Effective Communication
  • Team Collaboration and Leadership

High Level Resume Tips for Finance Managers:

Must-have information for a finance manager resume:.

Here are the essential sections that should exist in an Finance Manager resume:

  • Contact Information
  • Resume Headline
  • Resume Summary or Objective
  • Work Experience & Achievements
  • Skills & Competencies

Additionally, if you're eager to make an impression and gain an edge over other Finance Manager candidates, you may want to consider adding in these sections:

  • Certifications/Training

Let's start with resume headlines.

Why Resume Headlines & Titles are Important for Finance Managers:

Finance manager resume headline examples:, strong headlines.

Strategic Finance Manager with a proven track record of driving revenue growth and cost savings through data-driven financial analysis and forecasting.

Experienced Finance Manager with expertise in financial planning and analysis, budgeting, and risk management, delivering results that exceed stakeholder expectations.

Dynamic Finance Manager with a strong background in financial reporting, compliance, and audit, ensuring accuracy and transparency in financial statements and regulatory filings.

Why these are strong: These resume headlines are impactful for Finance Managers as they highlight key skills and accomplishments that are relevant to their roles. The first headline emphasizes the candidate's strategic mindset and ability to drive revenue growth and cost savings through data-driven financial analysis and forecasting. The second headline showcases the candidate's expertise in financial planning and analysis, budgeting, and risk management, which are all crucial factors that hiring managers look for in Finance Managers. Finally, the third headline highlights the candidate's strong background in financial reporting, compliance, and audit, which are essential skills for ensuring accuracy and transparency in financial statements and regulatory filings.

Weak Headlines

  • Experienced Finance Manager with Strong Analytical Skills
  • Financial Professional with Expertise in Budget Management
  • Skilled Finance Manager with Knowledge in Risk Assessment

Why these are weak: These resume headlines need improvement for Finance Managers as they lack specificity and don't highlight the candidate's unique value or accomplishments. The first headline mentions experience and analytical skills, but doesn't provide any context or results, such as percentage improvements or cost savings. The second headline highlights expertise in budget management, but doesn't showcase any measurable achievements or certifications that could strengthen the candidate's profile. The third headline mentions knowledge in risk assessment, but fails to provide any examples of how the candidate has applied this knowledge in their previous roles.

Writing an Exceptional Finance Manager Resume Summary:

Resume summaries are crucial for Finance Managers as they provide a concise yet powerful way to showcase their skills, experience, and unique value proposition. A well-crafted summary can immediately capture the attention of hiring managers, setting the tone for the rest of the resume and positioning the candidate as an ideal fit for the role.

For Finance Managers specifically, an effective resume summary is one that highlights their ability to strategically manage financial operations and deliver business value consistently.

Key points that Finance Managers should convey in a resume summary include:

Relevant Experience: Clearly mention the number of years of experience you have in finance management, highlighting any notable achievements or career highlights. If you have experience with different types of financial operations or industries that are particularly relevant to the job, mention that too.

Technical and Domain Expertise: Showcase your knowledge of financial management methodologies (GAAP, IFRS, etc.), as well as any industry-specific knowledge that would be beneficial to the role (e.g., banking, insurance, real estate).

Leadership and Teamwork: In any finance management role, leadership and collaboration are going to be core components. Emphasize your ability to lead cross-functional teams, collaborate with stakeholders, and create a shared vision for financial operations, as these are key attributes that every hiring manager will want to see in a Finance Manager.

Business Acumen: Highlight your ability to understand the business and its financial needs, and how you have contributed to the growth and success of the organization.

Analytical and Problem-Solving Skills: Show that you can analyze financial data, identify trends, and make informed decisions to optimize financial performance and drive growth.

To nail the resume summary, use your best judgment to choose the right combination of these that align closest with the individual role you’re applying for. Remember, your resume summary will be one of the first things that a potential employer will see about you and your finance management career.

Here are some key writing tips to help you make the most of it:

Tailor the Summary: Customize your summary for each job application, ensuring that it aligns with the specific requirements and expectations of the hiring company.

Be Concise: Keep your summary brief and to-the-point, ideally within 3-4 sentences. Avoid using buzzwords or jargon, and focus on concrete skills and accomplishments.

Use Metrics and Tangible Outcomes: Whenever possible, include quantitative data to back up your claims, such as revenue growth, cost savings, or ROI.

Begin with a Strong Statement: Start your summary with a compelling statement that captures your unique value proposition as a Finance Manager, and then build on that foundation with your key attributes and experiences.

Proofread and Revise: Ensure your summary is free of grammatical errors and typos, and refine the language to make it as clear and impactful as possible.

Finance Manager Resume Summary Examples:

Strong summaries.

  • Accomplished Finance Manager with 10 years of experience in financial analysis, budgeting, and forecasting. Proven track record of driving profitability and reducing costs through strategic financial planning and analysis. Skilled in leading cross-functional teams and implementing process improvements to increase efficiency and accuracy in financial reporting.
  • Strategic Finance Manager with expertise in M&A, financial modeling, and risk management. Successfully led due diligence efforts for multiple acquisitions, resulting in a 25% increase in revenue. Adept at developing and implementing financial strategies to mitigate risk and optimize financial performance.
  • Customer-focused Finance Manager with experience in the banking industry, specializing in credit risk analysis and loan portfolio management. Skilled in developing and implementing credit policies and procedures to ensure compliance with regulatory requirements. Proven ability to build strong relationships with clients and stakeholders, resulting in increased loan portfolio growth.

Why these are strong: These resume summaries are strong for Finance Managers as they highlight the candidates' key strengths, accomplishments, and industry-specific experience. The first summary emphasizes the candidate's financial analysis skills and their ability to drive profitability and reduce costs. The second summary showcases the candidate's expertise in M&A and risk management, making them highly appealing to potential employers. Lastly, the third summary demonstrates the candidate's customer-focused approach and their experience in credit risk analysis and loan portfolio management, which is highly relevant to the banking industry. Overall, these summaries effectively communicate the candidates' value proposition and make them stand out to hiring managers.

Weak Summaries

  • Finance Manager with experience in financial analysis and reporting, seeking a challenging role in a dynamic organization.
  • Experienced Finance Manager with a background in budgeting and forecasting, looking to leverage my skills to drive financial growth in a reputable company.
  • Finance Manager with a focus on risk management and compliance, committed to ensuring financial stability and regulatory compliance for the organization.

Why these are weak: These resume summaries need improvement for Finance Managers as they lack specific achievements, quantifiable results, and unique value propositions. The first summary provides only a general overview of the candidate's experience, without mentioning any specific industries, financial metrics, or projects. The second summary, though longer, still lacks concrete examples of financial performance or company growth that resulted from the candidate's expertise in budgeting and forecasting. The third summary mentions risk management and compliance but doesn't provide any details on the candidate's successes in implementing these approaches, which would make their profile more compelling to potential employers.

Resume Objective Examples for Finance Managers:

Strong objectives.

  • Detail-oriented and results-driven Finance Manager with experience in financial analysis and forecasting, seeking a challenging role to leverage my expertise in budgeting, risk management, and financial reporting to drive business growth and profitability.
  • Highly motivated and analytical Finance Manager with a track record of success in managing financial operations, seeking a leadership position to utilize my skills in strategic planning, process improvement, and team management to optimize financial performance and drive organizational success.
  • Accomplished Finance Manager with expertise in financial modeling and data analysis, seeking a position to apply my knowledge of accounting principles, investment strategies, and regulatory compliance to support business decision-making and drive financial success.

Why these are strong: These resume objectives are strong for up and coming Finance Managers because they showcase the candidates' relevant skills, experience, and achievements, while also highlighting their eagerness to contribute to the success of the organization. The first objective emphasizes the candidate's expertise in financial analysis and forecasting, which are important attributes for a Finance Manager. The second objective showcases the candidate's leadership skills and ability to optimize financial performance, making them a promising fit for a management position. Lastly, the third objective highlights the candidate's knowledge of accounting principles and investment strategies, demonstrating their ability to support business decision-making and drive financial success.

Weak Objectives

  • Seeking a Finance Manager position where I can utilize my skills and experience to contribute to the success of the company.
  • Recent graduate with a degree in finance seeking a Finance Manager role to gain experience and grow professionally.
  • Finance professional with some experience in budgeting and forecasting seeking a Finance Manager position to further develop my skills.

Why these are weak: These resume objectives need improvement for up and coming Finance Managers because they lack specificity and don't effectively showcase the unique value or skills the candidates possess. The first objective is generic and doesn't provide any information about the candidate's background, passion, or relevant experience. The second objective mentions a degree in finance, but it doesn't mention any specific achievements, skills, or industries the candidate is interested in. The third objective hints at some experience in budgeting and forecasting, but it doesn't elaborate on any specific achievements or areas of finance management the candidate is passionate about, which would make their profile more appealing to potential employers.

Use the Resume Summary Generator

Speed up your resume creation process with the ai resume builder . generate tailored resume summaries in seconds., how to impress with your finance manager work experience:, best practices for your work experience section:.

  • Highlight your experience in financial analysis, budgeting, forecasting, and financial reporting.
  • Showcase your ability to manage financial operations, including accounts payable/receivable, payroll, and tax compliance.
  • Demonstrate your expertise in financial modeling and analysis, including cash flow projections, ROI analysis, and scenario planning.
  • Quantify your achievements in cost reduction, revenue growth, and profitability improvement.
  • Emphasize your experience in managing financial audits and ensuring compliance with regulatory requirements.
  • Highlight your ability to work cross-functionally with other departments, such as sales, marketing, and operations, to drive financial performance.
  • Mention any experience you have in mergers and acquisitions, fundraising, or other strategic financial initiatives.
  • Use industry-specific language and terminology to showcase your knowledge and expertise in finance.

Example Work Experiences for Finance Managers:

Strong experiences.

Successfully managed a $10M budget and financial reporting for a multinational corporation, resulting in a 15% increase in profitability and compliance with regulatory requirements.

Developed and implemented a financial forecasting model, resulting in a 20% increase in accuracy and enabling the company to make data-driven decisions.

Led a team of 5 analysts in conducting financial due diligence for mergers and acquisitions, resulting in successful acquisitions and a 25% increase in revenue.

Implemented cost-saving measures, resulting in a 10% reduction in expenses and increased profitability.

Developed and executed a risk management strategy, resulting in a 30% reduction in financial risk and improved stakeholder confidence.

Collaborated with cross-functional teams to implement a new financial system, resulting in a 50% increase in efficiency and accuracy in financial reporting.

Why these are strong:

  • These work experiences are strong because they demonstrate the candidate's ability to manage finances effectively, make data-driven decisions, and lead teams to achieve successful outcomes. The use of specific metrics and action-oriented language highlights the candidate's achievements and skills, making them a strong candidate for a Finance Manager role.

Weak Experiences

Assisted in preparing financial reports and statements, ensuring accuracy and compliance with accounting standards.

Conducted research and analysis on financial data, identifying trends and making recommendations for improvement.

Participated in budget planning and forecasting, providing input and support to senior management.

Managed accounts payable and receivable processes, ensuring timely payments and collections.

Prepared and reviewed financial statements and reports, identifying discrepancies and proposing solutions.

Assisted in the development and implementation of financial policies and procedures.

Why these are weak:

  • These work experiences are weak because they lack specificity and quantifiable results. They provide generic descriptions of tasks performed without showcasing the impact of the individual's work or the benefits brought to the company. To improve these bullet points, the candidate should focus on incorporating metrics to highlight their achievements and providing clear context that demonstrates their leadership qualities and direct contributions to successful outcomes.

Top Skills & Keywords for Finance Manager Resumes:

Top hard & soft skills for finance managers, hard skills.

  • Financial Analysis and Reporting
  • Budgeting and Forecasting
  • Financial Modeling
  • Accounting Principles and Practices
  • Cash Flow Management
  • Investment Analysis
  • Tax Planning and Compliance
  • Financial Statement Preparation
  • Cost Accounting
  • Audit and Compliance
  • Capital Budgeting and Allocation

Soft Skills

  • Leadership and Team Management
  • Communication and Presentation Skills
  • Collaboration and Cross-Functional Coordination
  • Problem Solving and Critical Thinking
  • Adaptability and Flexibility
  • Time Management and Prioritization
  • Decision Making and Strategic Planning
  • Attention to Detail and Accuracy
  • Analytical and Quantitative Skills
  • Risk Management and Mitigation
  • Relationship Building and Networking

Go Above & Beyond with a Finance Manager Cover Letter

Finance manager cover letter example: (based on resume).

As a Finance Manager, you understand the importance of attention to detail and presenting a polished image to clients and stakeholders. A tailored cover letter is an extension of your resume and can help you stand out from the competition by showcasing your unique value proposition and passion for the role. Contrary to common belief, crafting a compelling cover letter doesn't have to be an overwhelming task, and the benefits far outweigh the effort required.

Here are some compelling reasons for submitting a cover letter as a Finance Manager:

  • Personalize your application and showcase your genuine interest in the company and role, demonstrating your commitment to the organization's financial success.
  • Illustrate your unique value proposition and how your skills align with the specific job requirements, highlighting your financial acumen and ability to drive results.
  • Communicate your understanding of the company's financial needs and how you plan to address them, demonstrating your strategic thinking and problem-solving skills.
  • Share success stories and achievements that couldn't be accommodated in your resume, showcasing your track record of delivering financial results and driving growth.
  • Demonstrate your writing and communication skills, which are essential for Finance Managers, and show that you can effectively communicate complex financial information to stakeholders.
  • Differentiate yourself from other applicants who might have opted not to submit a cover letter, demonstrating your commitment to going above and beyond in all aspects of your work.

In summary, a tailored cover letter is an essential tool for Finance Managers looking to make a strong impression and stand out from the competition. By showcasing your unique value proposition, passion for the role, and commitment to the organization's financial success, you can significantly increase your chances of landing an interview and ultimately securing your dream job.

Resume FAQs for Finance Managers:

How long should i make my finance manager resume.

Based on industry standards and best practices, a Finance Manager resume should ideally be one to two pages long. It should include relevant and concise information about the candidate's education, work experience, skills, and achievements. It is important for Finance Managers to keep their resume brief and to the point, as they are often dealing with complex financial data and need to demonstrate their ability to communicate effectively. A lengthy resume may also be perceived as a lack of focus or attention to detail, which are critical skills for Finance Managers. Additionally, Finance Managers should tailor their resume to the specific job they are applying for, highlighting their relevant experience and skills that match the job requirements. This will help them stand out from other candidates and increase their chances of getting hired.

What is the best way to format a Finance Manager resume?

The best way to format a Finance Manager resume is to start with a clear and concise summary statement that highlights your key skills and experience. This should be followed by a section that outlines your professional experience, including your job titles, responsibilities, and accomplishments. It is important to use bullet points and action verbs to make your experience stand out. In addition, include a section that highlights your educational background, certifications, and any relevant training or professional development. This will demonstrate your commitment to staying up-to-date with industry trends and best practices. Finally, make sure your resume is visually appealing and easy to read. Use a clean and simple font, and avoid using too many colors or graphics. A well-formatted resume will help you stand out from other candidates and increase your chances of landing an interview.

Which Finance Manager skills are most important to highlight in a resume?

The following skills are important to highlight in a Finance Manager's resume: 1. Financial Analysis: This skill is crucial for Finance Managers as it involves analyzing financial data to make informed decisions. It includes the ability to interpret financial statements, identify trends, and forecast future performance. 2. Budgeting and Forecasting: Finance Managers need to have strong budgeting and forecasting skills to ensure that the company's financial goals are met. This includes creating and managing budgets, forecasting revenue and expenses, and identifying areas for cost savings. 3. Risk Management: Finance Managers need to be able to identify and manage financial risks to minimize the impact on the company's bottom line. This includes assessing risks, developing risk management strategies, and implementing controls to mitigate risks. 4. Leadership: Finance Managers need to have strong leadership skills to manage and motivate their team effectively. This includes setting goals, delegating tasks, providing feedback, and developing team members' skills. 5. Communication: Finance Managers need to have excellent communication skills to effectively communicate financial information to stakeholders. This includes presenting financial data in a clear and concise manner, explaining complex financial concepts, and building relationships with stakeholders. Overall, Finance Managers need to have a combination of

How should you write a resume if you have no experience as a Finance Manager?

If you have no experience as a Finance Manager, it is important to focus on highlighting your relevant skills and experiences that can translate to the role. Here are some tips for writing a resume: 1. Start with a strong objective statement that highlights your interest in the Finance Manager role and your relevant skills and experiences. 2. Emphasize your educational background, especially if you have a degree in finance, accounting, or a related field. Highlight any relevant coursework or projects that demonstrate your knowledge of finance. 3. Highlight any relevant work experience, even if it is not in finance. Look for transferable skills such as budgeting, forecasting, data analysis, and project management. Use specific examples to demonstrate how you have applied these skills in previous roles. 4. Include any relevant certifications or training programs that you have completed, such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) programs. 5. Use keywords and phrases from the job description to tailor your resume to

Compare Your Finance Manager Resume to a Job Description:

  • Identify opportunities to further tailor your resume to the Finance Manager job
  • Improve your keyword usage to align your experience and skills with the position
  • Uncover and address potential gaps in your resume that may be important to the hiring manager

Related Resumes for Finance Managers:

Finance manager resume example, more resume guidance:.

Financial Analyst

Project Finance Resume Sample

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Work Experience

  • Experience in Project Finance with a focus on Latin America
  • Strong client relationships with top and mid-tier sponsors in Latin America, particularly; Chile, Colombia, Peru, Mexico, Panama and others
  • Strong relationships with other project finance banks working in the region as well as ECA’s, multi-laterals and development banks
  • Credit experience in a commercial bank
  • Monthly revenue recognition and backlog forecasting
  • Invoicing for direct and pass through costs
  • Project financial analysis and reporting
  • Sarbanes-Oxley (SOX) compliance
  • Calculation of sales commissions based on project revenues
  • Responsible for the management of a segment of the Structured Finance Group loan portfolio
  • Perform due diligence and regularly scheduled evaluation of assigned loan portfolio, including covenants compliance
  • Prepare detailed credit reviews and required credit applications according to policy, including evaluation and analysis of financial condition of key contract parties, regulatory and industry risks, historical operating & financial performance and projected performance
  • Review loan documentation for newly assigned accounts in advance of closing to make sure that time frame for funding notices is acceptable and that Borrower and IE certificates contain appropriate representations
  • Responsible for in-depth knowledge of particular industries (including but not limited to electric power, oil & gas, mining, and pipelines) and all current events utilizing internal and external sources
  • Responsible for proactive coordination with execution team and Loan Transactions Unit for proper booking of newly assigned accounts
  • Evaluate proposed contents of deliverable reports to make sure that information is sufficiently complete
  • Project Management Education and training of PeopleSoft systems and Finance
  • BS/BA (or equivalent) with 5 or more years of personnel management experience
  • Strong financial analysis experience, preferably in a clinical research environment
  • Demonstrated proficiency in Excel required
  • Strong financial aptitude required
  • Support Syndicate Directors and VPs and in preparing marketing pitchbooks
  • Draft indicative terms & conditions
  • Draft syndications scenarios
  • Assist the team’s efforts in the preparation of responses to RFPs

Professional Skills

  • Equally important are good analytical and research skills and particularly financial modeling skills
  • Excellent PC/IT skills, including Excel
  • Strong interpersonal/consulting skills
  • Strong analytical skills and attention to detail; for example looking at large amounts of data to identify trends
  • Strong interpersonal skills and ability to work under pressure
  • Outstanding quantitative skills and ability to conceptualize complex financial issues and work with large complex financial models
  • Analytical, problem-solving and research skills coupled with exceptional planning and organizational capabilities

How to write Project Finance Resume

Project Finance role is responsible for financial, analytical, excel, research, credit, modeling, negotiation, english, interpersonal, software. To write great resume for project finance job, your resume must include:

  • Your contact information
  • Work experience
  • Skill listing

Contact Information For Project Finance Resume

The section contact information is important in your project finance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Telephone number

Work Experience in Your Project Finance Resume

The section work experience is an essential part of your project finance resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous project finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular project finance position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Project Finance resume experience can include:

  • Strong analytical mind, interpersonal skill and communication skills
  • Strong credit and financial analytical skills, experience in industry research
  • Experience and credit trained, with proven commercial or corporate bank skills
  • Good communication and negotiation skills with ability to engage with people across geographies and conversant in English
  • Good communication and negotiation skills with ability to engage with people across geographies
  • Strong experience with Excel and PowerPoint applications; experience with financial performance systems (e.g., Hyperion)

Education on a Project Finance Resume

Make sure to make education a priority on your project finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your project finance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Project Finance Resume

When listing skills on your project finance resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical project finance skills:

  • Strong presentation skills, great organizational skills and excellent problem-solving skills
  • Good communication skills, including the ability to interact with a wide range of constituents and build good working relationships
  • Strong interpersonal skills, capable of developing and sustaining effective peer and corporate relationships
  • Tools: Excellent MS Excel skills for data capture, tracking, and analysis; good level of knowledge of MS PowerPoint for content delivery
  • Communicate effectively with others (both written and verbal) including giving instructions, assignments, training
  • Advanced level Excel (or equivalent) software skills necessary for modeling contractual and technical parameters of a project, and performing sensitivities

List of Typical Experience For a Project Finance Resume

Experience for project finance manager resume.

  • Strong Program Control, Program Management, analytical skills and leadership capabilities; works well under pressure
  • Strong financial presentation and management skills
  • Demonstrated experience working with Zambian government, especially Ministry of Community. Development, Mother and Child Health (MCDMCH) is desirable
  • Qualified accountant with significant proven post-qualification experience
  • Relevant experience (5 years and up) in banking, financial advisory, investment analysis
  • Strong abilities on external software applications, eg Excel, Powerpoint, etc. are critical for success
  • Prioritize, delegate and follow through tasks with a team

Experience For Director, Project Finance Resume

  • Federal government regulations experience
  • Managing expense accruals and reversals as per corporate policies
  • Making “feasibility checks” on the business case
  • Supervise the billing function and the work of program financial analysts in developing, maintaining and tracking budgets and forecasts
  • Responsible for hiring, training, and coaching to lower level project accounting staff
  • Originate new power and infrastructure project finance opportunities including; i) DCM, ii) financial advisory, iii), arranging, advising and lending

Experience For Project Finance Business Partner Resume

  • Provide training to project management staff/accounting staff on all finance and accounting related policies and procedures
  • Communication of contract terms to the rest of the accounting department for proper invoice coding, T&E coding, per-diems levels, etc
  • Support execution of project financing activities including modeling, project and vendor research and due diligence support
  • Assist Sr. Manager, Project Finance in working with the business in structuring projects and contractual relationships to support project financing activities
  • Provide on-going monitoring of transactions and recommend internal rating changes when necessary
  • Lead and manage a deal team responsible for due diligence, modeling, documentation, negotiation, closing and funding transactions to established timelines
  • Work with others in accounting to provide reporting of key performance metrics on a weekly basis
  • Contribute to structuring of competitive finance solutions including commercial, ECA, multi-lateral and capital markets solutions

Experience For Manager of Project Finance Resume

  • Perform credit rating reviews and other periodic internal reporting requirements in accordance with credit policy and procedures
  • Customize pricing according to client requirements; and
  • Establish and lead the project control function supporting multiple programs across revenue-generating business areas
  • Provide reporting and analysis, financial understanding and business perspective on a variety of financial and operational issues
  • Pro-active monitoring and management of existing loan portfolio
  • Liaises with other units of CIBC in preparing infrastructure reviews and proposals for clients’ financing needs
  • Influence improvement of internal process by participating in committees, project teams, or transaction discussions
  • Identify budget/pricing model issues based on actual results

Experience For Project Finance Director Resume

  • Work with project management to prepare expenditure and commitment forecasts for use in organization-wide cash management planning
  • Provide input to finance staff when analyzing margins on multiple markets or similar work
  • Participate in training of new project managers
  • Assist project management in developing a project requirement checklist
  • Coordinate the action as directed by lender group for distressed transactions (restructuring and/or workout)
  • Prepare amendment and waiver requests upon analyzing the credit implication on the transaction
  • Provide prompt reporting to Management of any adverse changes

Experience For Senior Analyst, Project Finance Resume

  • Quintiles has 36,000 employees conducting business in more than 100countries
  • Report on the construction progress or operating
  • Run financing processes to find and secure sources of capital that are the best fit for the company’s goals
  • Support and lead the origination, analysis, structuring, documentation and execution of residential project finance transactions
  • Work with in-house and external counsel to structure, negotiate, and close financing documentation
  • Track renewable energy markets, be aware of potential impacts on SunPower financing strategies
  • Make direct marketing calls on customers
  • Ensure program cost control and risk assessment with responsibilities for both internal and external reporting

Experience For Analyst, Project Finance Resume

  • Responsible for staff development, performance evaluation, goal setting
  • Input into bid phases including review of Project Control requirements
  • Lead marketing for offices and other structured finance products in the Americas in collaboration with offices
  • Financial structuring in a project team
  • Procurement of financing with commercial and (multilateral) development finance institutions

Experience For VP, Project Finance Portfolio Management Resume

  • Ensure that policy, compliance and regulatory requirements are followed (i.e. CoDA, LOA, internal audit J-FSA, Bank of Japan and FRB)
  • Act as the primary liaison between project management and accounting for all accounting and finance related matters including project management training regarding accounting policies and procedures
  • Audit project profit and loss statements monthly to ensure revenues and expenses are being accurately tracked for contracts
  • Perform revenue accruals including percentage completion revenue calculations on a monthly basis
  • Conduct project management meetings and monthly Contract Status Reviews, P&L and budget reviews

Experience For Manager, Project Finance Resume

  • Work with general ledger accountants and accounts payable to ensure completeness of expense recognition on a monthly basis
  • Work with accounts payable and time and expense to reclassify expenses to proper projects where needed
  • Ensure billings are prepared in a timely manner and are 100% accurate
  • Maintain all project-related information in the CINCOM System
  • Responsible for project setup and final audit/close out in CINCOM
  • Conduct monthly P&L/Budget reviews with senior management and project management
  • Conduct budget to actual revenue and expense analysis on a monthly basis
  • Identify cost control issues where applicable and monitor trends in revenue and expenses
  • Provide timely, accurate and complete information on project revenues and expenses on a monthly basis

Experience For Project Finance Account Manager Resume

  • Provide financial information as needed to project managers, finance staff and others for weekly project performance reports
  • Obtain a clear understanding of the scope of work agreed to and contract details to ensure billing is complete as well as to identify issues surrounding performance and/or scope of work
  • Establish a relationship with client finance staff to ensure invoice formats are approved and to establish communication channels to help with collection efforts
  • Assist in implementation of business plans. Assist in direct marketing calls on clients
  • Help originate new opportunities for project finance arranging, advising and lending opportunities as well as obtain mandates and/or execute non-recourse and limited recourse project finance transactions
  • Prepare credit applications and other internal documents as well as obtain appropriate internal approval for the group to develop Power & Infrastructure sector project finance transactions
  • Develop, model, and report on variable financial and project structures measuring an enterprise’s sensitivity to changes in underlying assumptions
  • Provide transition and training for operational, business and senior management teams once financing is closed

List of Typical Skills For a Project Finance Resume

Skills for project finance manager resume.

  • Strong credit and financial analytical skills with experience in industry research in particular in Power, Utilities, Oil and Gas
  • Strong presentation skills; and
  • Effective oral and written communication skills; and
  • Professional financial or experience in medium to large organization that operates using best practices and performance management processes
  • Strong systems experience including SAP
  • CONSOLIDATED BUDGETS/FORECASTS - Overseeing the coordination and consolidation of all department and division budgets and forecasts
  • Demonstrated experience constructing integrated financial statements

Skills For Director, Project Finance Resume

  • Evidence of taking ownership and ability to prioritise and deal with a wide range of activities at the same time to meet tight deadlines
  • Strong management reporting experience
  • Team management experience leading experienced qualified accountants
  • Fluent business English language skills
  • Experience with Scotiabank’s financial systems and organization a strong asset
  • Advanced PC skills (Excel, Word, PowerPoint, etc.)

Skills For Project Finance Business Partner Resume

  • Demonstrated results creating processes and identifying process improvements in a fast-paced and changing business environment
  • A good understanding of BAT’s Target Operating Model
  • Experience using SAP or other enterprise financial reporting system
  • Strong work ethics and integrity; and fluency in reading and writing in both English and Chinese
  • Support Project leadership in building and understanding consolidated Financials
  • Participate in the effective solicitation of financing proposals from marketplace and insure a fair and comprehensive bidding process

Skills For Manager of Project Finance Resume

  • Experience using financial and related systems (Hyperion, Clarity, etc.)
  • Experience supporting large deals or vendor contract negotiations
  • Approx. 3 years’ experience at accounting manager in an FMCG company
  • Experience in equity and debt fund raising
  • Proven track record in project finance and preferably in an international setting
  • Discounted cash flow analysis and project finance modeling experience
  • Progressive Finance roles with strong analytical and partnering track record
  • Knowledge and experience in commercial banking practices

Skills For Project Finance Director Resume

  • 1 – 2 years experience in Portfolio Management supporting Project Finance
  • Good knowledge of corporate accounting and financial statements
  • 1 – 3 years experience in Agency Services and Portfolio Management supporting Project Finance transactions
  • Experience with a major financial institution covering Agency Services or Portfolio Management for Project Finance transactions
  • Able to prioritise multiple tasks and be proactive in meeting deadlines
  • Establish and deploy training programs over the entire range of experience levels
  • Experience with all relevant software packages
  • Develop and distribute consolidated worldwide monthly reports detailing the financial status of assigned projects and/or programs
  • Adapts approach and prioritizes activities, as necessary, to deal with uncertainty and change

Skills For Senior Analyst, Project Finance Resume

  • Understands partners’ priorities and acts as a co-pilot to guide them through financial and business decisions
  • Understands partners' priorities and acts as a co-pilot to guide them through financial decisions around projects
  • Tax-Equity investor and investment experience
  • Familiarity and experience with ECA backed financing and other agency financing would be an advantage
  • Demonstrates established network of senior contacts within regional market including sponsors, banks/financial institutions, advisors etc
  • Ensure that financial management systems and records are effective and robust in order to identify and protect the assets and interest of the project
  • MBA / CPA / CMA not required but a strong asset
  • (post MBA) experience with forecasting, budgeting and/or business partnering ideally in a science or research driven environment
  • Approachable, good communicator (verbal and written)

Skills For Analyst, Project Finance Resume

  • Demonstrate comfort and prowess with project finance excel models
  • Good understanding of Australian Accounting Standards
  • Strong basis in the construction/industrial accounting discipline
  • Managing processes for funding drawdown (seed funding, interim funding, full allocation)
  • Assisting with producing Internal Month End Reporting
  • Understanding and negotiation of PPA’s, leases and other project financing legal arrangements
  • Ongoing deal monitoring (preparation of periodic reports/updates, waivers and amendments, etc.)
  • Assisting with monitoring Financial Performance for specific projects

Skills For VP, Project Finance Portfolio Management Resume

  • Following up on delivery of Borrower’s reporting requirements (i.e. compliance items)
  • Working with Finance Control group(s), set upprogram funding pool structures
  • Working with Finance Control group(s), set up program tracking in bank systems (Smartstream, CA-PPM)
  • Working with the Enterprise Delivery Program Management team, maintain all forecasts as per work scope and timing
  • Working with the Senior Reporting Manager, define and prepare regular and special management reports (monthly, quarterly, year-end)

Skills For Manager, Project Finance Resume

  • Writing business cases (cost-benefit analysis using NPV method; ideally familiar with option theory)
  • Tracking and paying all program invoices
  • Working knowledge of PMM, SDLC and other Project Management principles is an asset
  • Partnering for Success: Understands PAREXEL’s business, different lines of business and industry trends related to your area of expertise
  • Supporting KPMG/ GE Internal audits (CAS) for project’s specific request and details
  • Meeting client audit requirements
  • Coordinating Sarbanes-Oxley (SOX) documentation for compliance
  • Monitoring reports and Estimates at Completion (EACs)

Skills For Project Finance Account Manager Resume

  • Willing to travel to and be temporarily based in overseas countries when necessary
  • Managing the limit requirements on Sinosure, AIIB & Chinese Policy banks pro-actively in conjunction with the FIG team
  • Ongoing review of the market and track & regulator activities in key markets
  • Preparing multi-year P&L impact views
  • Ongoing review of market, industry and regulator activities

List of Typical Responsibilities For a Project Finance Resume

Responsibilities for project finance manager resume.

  • Strong experience in structured and project finance deals in Russia and/or abroad
  • Experience in infrastructure finance and public-private partnership deals
  • Excellent written and spoken Mandarin and English
  • Provide good service to the customer and lenders as agent
  • Higher education in the field of Finance, Economics or Accounting
  • Play an active and prominent role in teams providing Financial Advisory to clients
  • University graduate in Accounting, Finance or related disciplines, CPA or equivalent qualified

Responsibilities For Director, Project Finance Resume

  • Qualified in one of the following CA / CPA / CIMA / ACCA
  • Develop new opportunities through own contacts network
  • Sound track record in Project & Export Finance in China market
  • Right to work in Australia long term
  • Contribute to the development and execution of the group’s overall business plan
  • Coordinate the action of the lenders as agent in accordance with loan agreement
  • Keep accurate and secured operation with all work completed timely and accurately with proper supervision
  • Control conditions precedent, drawdowns and repayments of the assigned transactions

Responsibilities For Project Finance Business Partner Resume

  • Coordinate the lenders’ action for amendment, waver or consent requests
  • Distribute required information and/or reports of such agent transactions to each participant
  • Take prompt action upon request from the participants
  • Assist with ALOC systems administration, Bank and Business user profile set-ups, Creation of new business and bank silo’s. Ownership for business verticals and hierarchy, Business Delegations of Authority, Sox level 1 reporting for ALOC and APM tools
  • Document and maintain detailed SOP’s for all processes i.e Bank Guaranty requests, BCP, Fee Payments to banks and charge back to Businesses
  • Monitor, analyze, and report to Credit and Management any changes to credit structure
  • Interact and maintain relationships with Agent Banks and Borrowers
  • Own the Financial Reporting and Analysis for programs within assigned therapeutic areas including monthly actuals reporting, quarterly forecast analysis and deck preparation to effectively communicate the status of each project’s/program’s financial execution and variance to plan/forecast
  • Develop and implement clear engagement strategy with Sinosure, CDB, C-Exim and AIIB so as to support bids for Project Finance/Export Finance advisory mandates

Responsibilities For Manager of Project Finance Resume

  • Formulate account plan and call plan with Industry and Country Relationship Managers on Project Finance/Export Finance transactions with bank’s clients
  • Origination and sourcing deals, individually and supporting the team, in preparation of quality pitches and presentation to clients especially in relation to deals with Chinese sponsors, AIIB, Chinese ECAs or Chinese Policy Banks
  • Onshore representation for Project Finance for the Bank’s Belt and Road (“OBOR”) PF Task Force, with responsibility for updating market trends, identifying key opportunities and co-ordinating action from the Project Finance team. Includes regular updates with Head of Project Finance to Senior Management
  • Active involvement in due diligence and in execution of the mandate with team members in other geographies
  • Liaison between the Bank’s Japanese investor coverage areas and LADA to support the origination and distribution process
  • Helping to structure and coordinate amendments, consents and waivers with the Borrower, Lenders’ Counsel, outside experts, the lender group and Export Credit Agencies
  • Quintiles helped develop or commercialize 98 of the Top 100 best-selling products of 2014
  • Quintiles was named to FORTUNE’s World’s Most Admired Companies®2016 list

Responsibilities For Project Finance Director Resume

  • Quintiles was named as a 2016 World’s Most Ethical Company® by the Ethisphere Institute
  • Be the first point of contact between the Project Finance Team and Project Local Teams
  • Develop a culture of service and delivery, with a view to enhance quality and timeliness of delivery
  • Support wider team through knowledge transfer and a flexible approach
  • Run sensitivity analysis on financial forecasts and models
  • Assess country, market and environmental risk
  • Prepare and process waivers and amendments to loan documentation

Responsibilities For Senior Analyst, Project Finance Resume

  • Liaise with other departments within the bank (front office,
  • Fluent in the use of the Microsoft Office suite, especially Excel
  • Professional and pays attention to detail – responsible for own tasks and work
  • Highly motivated and enthusiastic – eager to learn and take on new tasks
  • Supervise analysts in in-depth financial analysis to develop the appropriate financing strategy for a given situation; analysis includes evaluating different debt or equity providers, structured transactions vs. asset sales vs. leases, as well as assisting the sales team with pricing for end customers

Responsibilities For Analyst, Project Finance Resume

  • Maintain and develop strategic relationships with finance providers, particularly “tax-equity” investors – understand investor strengths and limitations
  • Lead and be held accountable for successful transaction closings under tight deadlines
  • Communicate with other departments including Sales, Operations, Accounting, Tax, Asset Management, and O&M on transaction details as well as business planning and work processes
  • Assist SunPower business units with the development of new channels of business
  • Explore, recommend and lead improvements in work processes

Responsibilities For VP, Project Finance Portfolio Management Resume

  • Develop and implement improved financial structures
  • Basic knowledge of drug development services and medical terminology; and
  • Origination and sourcing deals, individually and supporting the team, in preparation of quality pitches and presentation to clients; build profile with Sponsors, Banks/ Financial institutions and other stakeholders in the market
  • Onshore representation for Project Finance with responsibility for updating market trends, identifying key opportunities and co-ordinating action from the Project Finance team including regular updates to Head Project Finance & Senior Management
  • Track record of leading / assisting in Project Finance deals

Responsibilities For Manager, Project Finance Resume

  • Provide on-going monitoring of transactions and adjust credit ratings when necessary
  • Advises business unit teams on financeability of projects and proposed transaction and contractual structures, including modeling and corporate impacts
  • Identify emerging asset classes within Power & Infrastrucure and devise strategies to exploit emerging opportunities
  • Cross-sell other Mizuho financial services, including, but not limited to: DCM, advisory, Deposits, Derivatives, and others
  • Work towards tight reporting deadlines as required
  • Prepare amendment and waiver requests upon analyzing the credit impact on the transaction
  • Manages cross-functional Business Unit teams on complex structured financing projects
  • Works in conjunction with all appropriate Treasury and Accounting and Finance teams

Responsibilities For Project Finance Account Manager Resume

  • Reviews, analyzes and summarizes various financing proposals from investment banks and other advisors
  • Works closely with legal teams at BU providing direction on terms of project and credit documents
  • Independently perform the above function
  • Origination of transactions and client service are of greatest importance
  • Prepare credit applications and other internal documents as well as obtain appropriate internal approval for the group to develop power and infrastructure project finance transactions
  • Manage and train staff assigned to the power and infrastructure team, including i) day to day supervision, ii) career development support, iii) preparation of periodic performance reviews
  • Establish and follow up on the group’s business plan
  • Collaborate with other Team Leaders in Americas Financial Products Department and/or other departments and divisions to establish a business strategy for power and infrastructure accounts
  • Assist management on internal administrative matters

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  1. How to Get a Product Manager in 2024 Part 4

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COMMENTS

  1. 7 Best Finance Project Manager Resume Examples for 2024

    Communication: A Finance Project Manager must be able to effectively communicate with internal and external stakeholders. Leadership: The ability to lead and motivate team members and manage projects from start to finish. Problem Solving: Being able to identify and resolve problems quickly and efficiently.

  2. Financial Project Manager Resume Samples

    The Guide To Resume Tailoring. Guide the recruiter to the conclusion that you are the best candidate for the financial project manager job. It's actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

  3. Finance Project Manager Resume Samples

    3. Finance Project Manager Resume Examples & Samples. Conducts project (s) in accordance with RBC Financial Group's standard project managment discipline, consistently following project Management Methodology. Manages 1 to 3 small to medium size projects for terms of 6 to 18 months and budgets of 250K to $3MM.

  4. Finance Project Manager Resume Examples & Samples for 2024

    Skills typically highlighted on a sample Finance Project Manager's resume include developing financial data collection questionnaires, templates, and project plans, and formulating the current state operational and financial baselines. The average Finance Project Manager's resume will include an educational background consisting of either a ...

  5. Finance Project Manager Resume Sample

    Finance Project Manager SSC. 07/2011 - 08/2013. Philadelphia, PA. Improve decision making on growth and profitability, and help sharpen management focus and time around the most sensitive drivers of profit and growth for BCG. Plan for an evolving business - new cohorts, new business unit configurations. Reduce planning effort to free up teams ...

  6. 5 Financial Project Manager Resume Examples & Guide for 2024

    With that said, there are currently 681,700 jobs in the market right now. The total number of jobs is expected to increase by 118,200 to 799,900 in the period of 2020-30. What's more, the median annual wage for the Financial Project Manager jobs was $134,180 in May 2020. The lowest 10% earned less than $70,830, and the highest 10% more than ...

  7. 2024 Finance Project Manager Resume Example (+Guidance)

    Common Responsibilities Listed on Finance Project Manager Resumes: Develop and maintain project plans, budgets, and timelines. Monitor project progress and report on key metrics. Manage financial resources and ensure compliance with financial regulations. Coordinate with stakeholders to ensure project objectives are met.

  8. Financial Project Manager Resume Examples & Samples for 2023

    Financial project manager resume samples include financial or accounting degrees awarded by high institutions and at least a Bachelor's Degree in the economics field. Candidates for a financial project manager position should emphasize in their resumes attributes like organizational and team-working skills, communication skills, critical ...

  9. Project Manager Finance Resume Samples

    Drive and manage all stages in project life cycle. (Head Office Reporting) Develop project scope documentation, project plans and project schedules. Arrange smooth go-live implementation and provide post go-live support. Prepare test case, arrange UAT and ensure adequate testing is performed. Provide support in case of production incident.

  10. Finance Project Manager Resume Samples

    See our sample Finance Project Manager Cover Letter. Summary : Finance Project Manager professional with over 17 years of experience. Led the finance department transformation program at 7-eleven and merger of 103 AMPM stores and 48 gas stations. Participated in turnaround project and long term strategic plan.

  11. 7 Best Financial Project Manager Resume Examples for 2024

    A highly motivated and passionate Financial Project Manager with 7 years of expertise in Project Management, Budgeting, Financial Planning & Analysis, and Financial Reporting. Proven track record of being able to create, develop and implement successful financial strategies that have resulted in increased revenue and cost savings.

  12. How To Write a Financial Project Manager Resume in 4 Steps

    Include your title, tenure, the name and location of the organization and a brief bulleted list that describes your core duties or contributions to the company. Keep experience relevant to financial positions. 4. Write a skills list. The final section of your resume details your core financial and management skills.

  13. Finance Project Manager Resume Example & Writing Guide

    Use this Finance Project Manager resume example and guide to improve your career and write a powerful resume that will separate you from the competition. Resume Insights. Published Apr 11, 2022. Finance project managers oversee the development and implementation of new financial systems or processes. They work with clients to define project ...

  14. Finance Project Manager Resume Example

    Sarah Luettgen. Finance Project Manager. (555) 987-6543. [email protected]. New York City, New York. 1. Brand Yourself with Your Name. Your name isn't just a label; it's the marque of your professional persona. Highlight it with clear, bold typography to ensure it's the first detail that captures attention.

  15. Project Manager Finance Resume Sample

    Project Manager Finance. 06/2010 - 05/2016. Philadelphia, PA. Building, developing and managing relationships with key stakeholders and support functions to ensure optimal level of engagements in key initiatives. Developing skillsets through formalized training programs (both internal and external to AIG)

  16. Financial Project Manager Resume Example

    Let's ensure it's polished to perfection, exuding professionalism and aligning impeccably with the expectations for a Financial Project Manager. Example. Kim Ebert. Financial Project Manager. (555) 123-4567. [email protected]. New York City, New York. 1.

  17. Financial Project Manager Resume Samples

    Financial Project Manager Resume Samples. A Financial Project Manager is accountable for making suitable plans, handling finance-related activities, and technology improvements. The job description entails taking responsibility for project management in the finance domain and managing all finance-related operations from supervising to planning to implementation.

  18. Project Finance Resume Samples

    Manager, Project Finance Excellence Resume Examples & Samples Provide accurate, transparent, and timely financial and non-financial analysis to support project leadership in project and project portfolio decision making process; clearly articulate financial implications of business decisions / choices, and provide retrospective analysis as well ...

  19. Financial Project Manager Resume Examples and Templates

    4. Work Experience in Financial Project Management. The " Work Experience " section is a cornerstone of your resume, illustrating your professional journey. List your roles in reverse chronological order, including job titles, company names, locations, and dates of employment. Highlight your responsibilities and quantify your achievements to ...

  20. Financial Project Manager Resume Sample

    Financial Project Manager. 07/2016 - PRESENT. San Francisco, CA. Organizes and implements a variety of responsibilities related to the flow of materials, products, services and associated systems information. Coordinates to ensure that Task Orders are prepared, submitted, and tracked. Monitors and provides monthly revenue and/or expense ...

  21. 5+ Finance Manager Resume Examples [with Guidance]

    Highly skilled Finance Manager with 5 years of experience in developing and implementing financial strategies that drive profitability and reduce costs. Proven track record in improving budgeting processes, increasing revenue by 5%, and reducing operating costs by 15%. Expertise in financial modeling, forecasting, and compliance, with a strong ...

  22. Finance Project Manager Resume Sample

    Check Out one of our best finance project manager resume samples with education, skills and work history to help you curate your own perfect resume for finance project manager or similar profession. LiveCareer-Resume. Builders. Resume Builder. Create a professional-level resume with ease. 30+ dazzling design options!

  23. Project Manager Resume Examples and Templates for 2024

    1. Summarize your project manager qualifications in a dynamic profile. In a brief paragraph, your profile summary should give three to five key reasons you excel at overseeing projects. For example, maybe you've been recognized for setting clear goals and schedules on large client engagements.

  24. Project Finance Resume Sample

    Project Finance Manager. 10/2016 - PRESENT. Los Angeles, CA. Experience in Project Finance with a focus on Latin America. Strong client relationships with top and mid-tier sponsors in Latin America, particularly; Chile, Colombia, Peru, Mexico, Panama and others. Strong relationships with other project finance banks working in the region as well ...