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Summary

Flexible MBA, MSA,CFE, CPA candidate who demonstrated ability to complete tasks accurately .Dedicated Adjunct Professor of Business and Accounting versed in adult classroom management, online instruction and individual student support. Hardworking, computer-savvy and dedicated to student success.

Highlights

Tax Law specialist

Master of Science in Accounting

Master of Business Administration

Bachelor degree in Accounting

Certified Fraud Examiner

Graduate certificate in Forensic Accounting and Fraud Examination

Graduate certificate in the CPA exam.

Certified Public Accountant candidate

Advance Level in Excel & Microsoft Office

Experience
Accounting clerk Feb 1998 to Jun 2000
Nuqul Group Amman, Jordan
  • Prepared financial statements, monthly closing and cost accounting reports.
  • Analyzed and reviewed budgets and expenditures.
  • Produced five year budget, 90 pages long using Microsoft Excel.
  • Worked closely with the senior accountant.
Senior Accountant Feb 2000 to Feb 2008
Accurate K Floor Systems Inc. Akron, Ohio
  • Directed accounting functions and oversaw financial analysis, financial audits, G/L, A/R, A/P and fixed-asset accounting in accordance with GAAP standards.
  • Developed and managed external financial relationships (e.g., banks, insurers, auditors) and constantly looked for ways to strengthen overall financial performance.
Financial Manager Feb 2008 to Aug 2015
Galaxy Clean Inc. Akron, Ohio
  • Maintain a documented system of accounting policies and procedures
  • Manage outsourced functions
  • Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department's goals and objectives
  • Analyzing different aspects of the financial statements
Full Time Faculty Sep 2015 to Sep 2017
The American University Of Madaba Madaba, Jordan
  • Conducted 8 classes each week focused on Auditing under the US GAAS, International Auditing standards, International Accounting Standards, Principles Accounting II, Forensic Accounting and fraud examination, Tax accounting under the U.S. GAAP and International auditing standards
  • Observed and documented behaviors and actions
  • Established and enforced rules for behavior and procedures for maintaining order among a class of 18 students.
  • Delivered in-depth instruction in various topics, including application of computer technologies and successful business operations for real-world learning scenarios
  • Sourced appropriate course materials to support variety of student learning needs and styles and deliver content in relevant, distinctive ways
  • Wrote and filed reports detailing course activities and student progress
Tax Auditor II Sep 2017 to Jun 2019
Florida Department of Revenue Tallahassee, FL

Refunds and Distribution

  • Performs complex audits to determine tax compliance as it relates to Florida Statutes
  • Examines and analyzes accounting systems of taxpayers
  • Prepares detailed reports of audit results
  • Provide on the job training
  • Conducted independent field audits and investigations of income tax returns to verify information provided
  • Discussed and explained various tax forms with taxpayers
  • Prepared briefs, sought out records and produced documentation in support of court cases
  • Conferred with taxpayers and taxpayers representatives to discuss issues, laws and regulations related to returns and address problems
  • Answered questions from taxpayers and assisted individuals with completing tax forms
  • Examined accounting systems and records to determine appropriateness of methods and controls
Adjunct Instructor Nov 2017 to Jun 2019
Rasmussen College Orlando, FL
  • Integrated multimedia technology in classroom instruction for well-rounded and engaging approach to instruction
  • Documented student assignments, attendance and test scores in online reporting systems
  • Used variety of teaching methods such as lectures, discussions and demonstrations
  • Lectured and communicated effectively with students from diverse backgrounds
  • Kept office hours to help students with questions and educational support
  • Demonstrated continued commitment to undergraduate teaching through full participation in college community
  • Distributed and posted course syllabus and answered student questions regarding standards, material, grading and progression at beginning of semester
  • Collaborated with professor to manage education projects from start to finish
  • Built strong student rapport by driving classroom and online discussions and providing academic advisement
Tax Law Specialist Jun 2019 to Current
Florida Department Of Revenue / Executive Program Tallahassee, FL
  • Review audit findings, tax returns, and applicable tax laws and rules to gather information and to make determinations;
  • Review audit findings, tax returns, and applicable tax laws and rules to gather information and to make determinations;
  • Perform complex tax law research and analysis;
  • Conduct conferences with taxpayers and their representative(s);
  • Engage in rule development;
  • Analyze proposed legislation;
  • Prepare various tax related correspondence and other technical tax related documents;
  • Assist the Office of General Counsel's office with disputed cases in preparation for litigation
Education
Master of Science in Accounting 2017 DeVry University Chicago, IL, USA
Master of Business Administration, Concentration in Forensic Accounting and Fraud Examination 2014 Southern New Hampshire University Manchester, NH, USA
Bachelor of Science in Accounting 1997 The University Of Jordan Amman, Jordan
Graduate Certificate in Forensic Accounting and Fraud Examination 2014 Southern New Hampshire University Manchester, NH, USA
Certified Fraud Examiner program 2015 Association Of Certified Fraud Examiners Austin, Texas, USA
Certified Public Accountant program 1998 Ernst and Young
Sales and Use Tax Training Course For State Tax Audtiors 2018 Florida Department Of Revenue Tallahassee, FL, USA

The course covered many topics in the Florida Sales and Use Tax which includes but not limited to  the Statutes and the rules that cover the sales and use tax, excemptions, taxable transactions,etc.

Certification

Certified Fraud Examiner

Membership Number#651969

Renewal Date: 3/31/2019 

 

Certified Public Accountant Candidate 

Candidate ID# 768263

Expertise

Auditing, Foresnisc Accounting, Analaysis, budgets,Business Law,cost accounting,Financial Accounting,financial audits, financial statements analysis, International Auditing, International Accounting, Forensic accounting, Accounting information technology, tax laws.

Microsoft Excel, PowerPoint, Word,  QuickBooks

Portfolio
 Linkedin Profile
 
https://www.linkedin.com/in/naseem-smairat-a761a977
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Summary

Growth-focused and revenue-driven executive-level managerial professional commanding 20 years of progressive leadership success within financial, academic, and electronic commerce industries. Strategic and forward-thinking entrepreneur adept in managing multimillion-dollar assets as well as leading, motivating, and training high-caliber staff. Effectively administer daily business functions, while ensuring top customer service, and meeting project deadlines.

Skills
  • Strategic Planning
  • MS Office Expert
  • Quickbooks
  • Project Management
  • Client Relations
  • Medicare Point of Contact
  • Financial Analysis
  • Strategic Thinker
  • Performance Metrics
  • Detail Oriented
  • Budgeting and Forecasting
  • Commercial Insurance Contracts
  • Denial Reason Analysis and Appeals
  • Revenue Analysis and Forecasting
  • Peoplesoft
  • Attendance Tracking
  • New Hire Orientation
  • Risk Mitigation
  • Curriculum Development
  • Spreadsheet Analytics
Experience and Achievements
11/2011 to Current
Financial Manager/Alternate Administrator Archway Home Health Lewisville, Texas
  • Developed and maintain systems and procedures for training operations, financial operations, and human resource operations
  • Spreadsheet analysis interpreting year-over-year projections, budgets, and actual outcomes
  • Managed company-wide budgets, payroll, accounting and all other financial operations
  • Perform daily fiscal management operations, such as budget control, forecasting, billing, payroll, and accounts payable
  • Craft and maintain systems that drive seamless functioning as well as ensuring high quality services are available to our patients
  • Developed and coordinated an orientation program for all new employees, including and introduction to the organization and staff that includes all company policies and procedures
  • Put programs in place to ensure best practices are being followed and followed up on
  • Completed analysis of company financial data and produced industry reports outlining metrics and results
  • Work in tandem with Board of Directors to devise policies and program specifics, including staff duties and implement activities to further develop administrative best practices
  • Daily interaction with Medicare and Commercial insurance companies pertaining to authorizations and claim denial reasons
11/1998 to 06/2010
Owner Operator Primrose Schools Fort Worth, Texas
  • Managed all start-up duties for a premium private school that delivered progressive education services for 300 students and employed a dynamic staff of 90
  • Oversaw the daily operations including staff on-boarding, payroll, expense management, strategic business planning, business analysis, and ensured the delivery of quality customer service
  • Recruited, on boarded, hired and trained new staff
  • Put programs in place for motivating staff through training and incentives
  • Built the program into a successful multi million-dollar business; increased growth from 10 employees and $300K in revenue to 90 employees and $4M in yearly revenue
  • Honored as "Best Preschool in Fort Worth"  2003 and 2004
  • Secured $25K in grants from AT&T for the study of computers in the preschool classroom
09/1993 to 11/1998
Certified Financial Manager Merrill Lynch Fort Worth, Texas
  • Managed $150M in client assets
  • Assisted clients with addressing their short and long term financial goals
  • Mentored incoming Financial Advisors
  • Assisted clients in making proper portfolio allocations that aligned with their respective needs
  • Actively contributed to fiscal operations for a foremost global advising firm, with investments that included mutual funds, stocks, bonds, and individual money managers
Education and Training
2016
MBA: Health Care Finance Ohio University Athens, Ohio, USA
BBA: Finance University of Texas Arlington, Texas, USA
Activities and Honors
Certified Financial Manager
 
Cover of Success Magazine January 1998
 
2003 and 2004 Primrose School voted "Best Preschool in Fort Worth"
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Skills
  • Financial reporting specialist
  • Accounting operations professional
  • Tax accounting specialization
  • Cash flow analysis
  • Invoice coding familiarity
  • Budget analysis
  • Skilled in Peachtree, Sage 50, QuickBooks
  • Skilled in MS Office, MS Excel, MS Words, MS Power Point, MS Outlook
  • Financial modeling capability
  • Strong communication skills English / Spanish
  • Superior attention to detail
  • Accounting procedures consultant
  • Account reconciliation specialist
  • Advanced bookkeeping skills
  • Self-motivated professional
  • Process implementation
  • Project management
Work History
Freelance Accountant & Consultant 06/2016 to Current
Self Employed Orlando, FL
  • Generated financial statements and facilitated account closing procedures each month.
  • Analyzed and researched reporting issues to improve accounting operations procedures.
  • Generated and submitted invoices based upon financial schedule.
  • Created periodic reports comparing budgeted costs to actual costs.
  • Prepared documents, reports and presentations using advanced software proficiencies.
  • Compiled general ledger entries on a short schedule with nearly 100% accuracy.
  • Prepared monthly reports, including payment and account reconciliations and financial statements.
  • Reconciled accounts and resolved both internal variances and discrepancies in external documentation.
  • Gathered key data and modeled accurately to assist with business forecasting.
  • Led monthly meetings with management to analyze spending and provide financial recommendations.
  • Created and maintained precise and accurate models, charts and reports.
Financial Controller / Business Administrator 01/2010 to 01/2016
DOCUMENT CONTROL SYSTEMS PROCESSING, INC GUAYNABO, PR
  • Ensure that business systems, processes and an organization are in place to uncover and report both short-term and long-term financial risk.
  • Deliver relevant and timely business information to all areas of the company, and drive a planning process that ensures improved growth and profitability year over year.
  • Manage all aspects of the Accounting functions including planning, organizing, directing, staffing and coordinating activities of the overall business operations.
  • Responsible for the timely and accurate reporting of monthly, quarterly and year-end financial statements.
  • Support all departments and senior management with timely and accurate cost, performance and other information necessary for sound near term and strategic decision making.
  • Support the company in all administrative areas such as Human Resources, Legal and Service Contract.
  • Responsible for financial analysis, financial audits, G/L, A/R, A/P and fixed-asset accounting in accordance with GAAP standards.
  • Maintain and process biweekly payroll using ADP payroll platform.
  • Develop and manage external financial relationships (e.g., banks, insurers, auditors) and constantly look for ways to strengthen overall financial performance.
  • Filed tax returns and prepared governmental reports in compliance with strict standards.
  • Obtained documents, clearances, certificates and approvals from local, state and federal agencies.
  • Worked directly with Local government and corporate clients to achieve service contracts and sales of equipment and software.
Controller & Financial Manager 02/2000 to 02/2010
CASABLANCA SUPERMARKET, INC GUAYNABO, PR
  • Manage the day-to-day financial and accounting functions for $10.3M retail supermarket with more than 100 employees.
  • Managed a 15-member financial / accounting staff.
  • Create monthly, quarterly and annual financial statements, reports, forecasts and budgets.
  • Perform a daily account reconciliation and cash management for the three-store location.
  • Generate variance analysis in conjunction with the business plan.
  • Administer financial management systems and evaluated / integrated new applications.
  • Develop accounting and financial management team to achieved departmental objectives.
  • Act as a corporate liaison with lenders and external auditors.
  • As part of the Board of Directors, I communicated all the financial information regarding forecast and reports for the decision-making process.
  • Execute internal audit to ensure regulatory compliance and operational efficiency and accuracy.
  • Analyzed monthly balance sheet accounts for corporate reporting.
Financial Analyst 09/1997 to 01/2000
VERTEK CORPORATION MURRAY HILL, NJ
  • Generate and analyze financial data to ensure accuracy and integrity in support of overall business objectives.
  • Closed and prepared monthly financial statements and audit reports.
  • Reconcile accounts monthly and monitored the general ledger transactions.
  • Work closely with the Controller to prepare financial reports.
  • Carry out general ledger functions encompassing account analysis / reconciliation, journal entries, account payable and accounts receivable.
  • Compiled general ledger entries on a short schedule with nearly 100% accuracy.
  • Analyzed and researched reporting issues to improve accounting operations procedures.
Accounting Clerk 08/1994 to 08/1997
LUIS LOPEZ, CPA HATO REY, PR
  • Enter all the financial data to the accounting system.
  • Perform bank accounts reconciliations.
  • Prepare quarterly payroll tax returns.
  • Record journal entries and manage the general ledger for multiple clients.
  • Maintained integrity of general ledger, including the chart of accounts.
  • Filed tax returns and prepared governmental reports in compliance with strict standards.
Education
BBA: Accounting UNIVERSIDAD INTERAMERICANA DE PUERTO RICO - SAN JUAN, PR
Professional Summary

Highly analytical, result-driven accounting specialist who works quickly and accurately under tight deadlines.  Trustworthy professional with over 24 years in financial statement preparation and general ledger activity.  Detail-oriented accountant who consistently exhibits sound judgement when scrutinizing complex financial documents.

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Professional Summary

Highly conscientious team player with strong work ethic and leadership. Self-reliant professional, highly motivated, results oriented. Versatile professional offering a high degree of empathy and patience in communicating with diverse populations.

Areas of Expertise
  • Fiscal Budgeting Knowledge
  • Management & Administration
  • Marketing Experience
  • Cash-flow Analysis and Budget
  • Strategic Planning
  • Transitional Services
  • Conflict Resolution
  • Mentoring 
  • Policies & Procedures
  • Building Relationships 
  • Strong Written, Communication and Organizational Skills
  • Service Delivery 
  • Experience Working with Diverse Populations
  • Recruitment and Training
  • Vocational Rehabilitation
  • Labor Market Analysis
  • Liaison
  • Independent and Team Worker
Work Experience
Vocational Rehabilitation Counselor 03/2009 to Current Acces VR Poughkeepsie, NY
  • Manage 300+ cases during current federal fiscal year
  • Counsel individuals with disabilities to maximize their independence and employability while maintaining an active caseload
  • Analyze information from interviews, educational and medical records, consultation with other professionals, and diagnostic evaluations to assess Consumers' abilities, needs, and eligibility for services including plan development
  • Work directly with NYS One-Stops, Worker's Comp Board, public and private colleges, BOCES and other state/county public and private agencies
  • Build strong relationships with providers to meet positive outcomes
  • Consistently meet and exceed vocational rehabilitation goals
School Counselor (Interim position) 08/2007 to 07/2008 New Paltz High School New Paltz, NY
  • Provided individual and group counseling encompassing a wide variety of educational, vocational and social issues including discipline referrals and crisis situations
  • Managed the career center while helping students develop job search skills such as resume writing, interviewing techniques and career assessment
  • Created a career curriculum for grades 10-12 with detailed outlines to accomplish goals/objectives
  • Evaluated student progress and attendance; accommodations for testing; 504 case manager
  • Counseled individuals and families on the college selection process, transitional services and other post-secondary options
Vocational Rehabilitation Consultant 03/2006 to 05/2011 Peak Solutions Middleburgh, NY
  • Assisted and guided clients on completing job applications, interview readiness, and how to locate unadvertised job openings through networking and direct employer contacts
  • Assessed clients work history, skills, education, training, and interest in effort to develop a vocational plan
  • Conducted a Rehabilitation Assessment to identify modified/transitional return-to-work opportunities and developed resumes/cover letters for clients
  • Assisted clients with choosing an appropriate training program, completing the application and enrollment process, securing financial aid and coordinating ACCES-VR application
Counselor & Adult Education Job Developer 02/2006 to 08/2007 Ulster BOCES Port Ewen, NY
  • Provided personal and career counseling to students with disabilities and/or economically disadvantaged
  • Disseminated information regarding vocational education and career opportunities.
  • Managed and tracked all admissions/student information for grant reporting purposes
  • Produced and delivered job readiness workshops including interviewing skills, resume writing and building self-esteem
  • Provided monthly reports with goal results and outcomes
  • Liaison to counselors, teachers, administrators, employers and community agencies
Training Coordinator & Financial Manager 11/2003 to 07/2005 Elat Chayyim, Spiritual Retreat Center Accord, NY
  • Responsible for bookkeeping/financial reporting, payroll, budget planning, and donations
  • Served as the management liaison to the board and audit committee; effectively communicated and presented critical financial matters in conjunction with director
  • Worked closely with staff accountant in carrying out the organizations strategic goals and objectives
Education
Master of Education: School Counseling and Development Long Island University Brooklyn, NY
MBA: International Business and Finance SUNY New Paltz New Paltz, NY
Bachelor of Science: Management and Marketing Ramapo College of New Jersey New Paltz, NJ
Associate of Science: Business Administration SUNY Sullivan Loch Sheldrake, NY
Professional Affiliations

NYSSCA – NYS Counselor Association

Self-Employment review team, NYS Ed Dept.

 

ASCA – American School Counseling Association

Youth Transition team, NYS Ed Dept.