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Managed the day to date accounting of all accounts receivables, including the processing of invosives, cash and checks
Managed and maintained the accounting department for a large multi million dollar company with a focus on financial planning and analysis
Managed and led the financial, accounting & operational activities of the company's largest customer
Managed day to date operations of the company, which consisted primarily in financial reporting and analysis
Managed accounting functions for a multi million-year company with $1 billion in annual revenues
Managed business development and financial analysis for a portfolio of over $1B in fixed income and variable rate securities
Managed all aspects of the company including financial statements
Managed day to business financials for a large multi -million dollar business
Managed multiple portfolios of financial institutions and managed their compliance with the Federal Financial Reporting and Regulation (FRAR), the SEC's Investment Banking Regulations (IFCR).
Managed over 100+ clients in the financial and accounting fields
Managed business operations for a leading global provider of high value, highly confidential financial and insurance products
Managed accounting, budget and reporting functions for a large-volume retail store
Managed multiple projects and led the development of a $1B capital budget
Assisted in the development of a strategic financial planning and reporting plan
Assisted the CEO in all areas of administrative and accounting
Assisted Finance Manager with the development of strategic planning and budgeting processes for the company
Assisted Vice Presidents of Finance and Chief Executive Officers with the preparation of annual financial reports, including the analysis of varities and trends
Assisted in the creation of a comprehensive, multi -faceted accounting system for the company
Assisted the Controller with monthly, annual and semi yearly financial statements; prepared monthly, quarterly and yearly reports for the Controller
Assisted Senior Executive with the planning and implementation of a strategic plan to reduce the risks associated with a major corporate acquisition
Assisted senior leadership with financial reporting and budget analysis; assisted with the creation of a new financial statement and the development of a budget plan for the organization
Assisted management with the creation of a Risk Analysis and Management Plan for the company
Assisted management with the creation of a strategic financial model for the company's business units
Assisted CEO with preparation of annual financial statement
Assisted management with monthly, weekly and annual budgets for the company
Assisted clients with their annual tax return, and provided assistance with the filing of federal and state income returns
Assisted customers with the preparation of their annual tax and other financial statements;
Assisted with the creation of a new division, and the development of a business unit
Assisted customers with account issues and resolved problems, while maintaining a positive customer relationship
Assisted customers with account balances and payments, prepared monthly financial reports for management
Assisted Senior Management with monthly and quarterly budgeting
Assisted General Manager with the planning and implementation of a new business plan
Assisted Finance Director with the preparation of annual financial statement, including the preparation of monthly financial reports, and the analysis of monthly cash receipts
Provided administrative and operational support to the Director of Operations and Chief Financial Officers
Provided timely and efficient financial analysis of the company
Provided assistance to the Chief Executive Officers in budgeting and forecasting
Provided management with information on the status of accounts and financial transactions
Provided the Executive Management with financial and budget analysis, forecasting of expenditures
Provided leadership and oversight to the financial management, reporting functions and accounting staff
Provided analysis and reporting to management on the effectiveness of financial controls and compliance
Provided management with daily, quarterly and yearly performance evaluations for all staff and management
Provided timely and appropriate information to the general manager and senior leadership
Provided recommendations to the Chief Executive Officer on strategic financial planning and analysis
Provided input to the management of financial statements and budgeting for the company
Project manager for the implementation of a risk-management system for the entire company
Projected revenue growth of over [] annually and managed the financial reporting of all business units
Project Managed the planning and execution of all strategic initiatives for the company
Assist with the development of a comprehensive, strategic financial planning and analysis plan for the company
Assist in the development of financial statements and other reports for the Board of Directors
Assist clients with their financial transactions
Assist with the planning of financial and business plans
Assist client with various projects including, payroll and financial management
Assist with the creation of a new bank deposit policy and procedure
Developed and maintained a comprehensive accounting program for the organization, including financial statements and cash flow projections
Developed a new accounting system for the firm's largest clients
Developed, managed and implemented a new financial management program for the company, including a new financial management program for the business
Developed an effective and efficient filing systems for the firm
Developed comprehensive business plans, budgets and financial projections for the company
Developed policies and programs to support the business
Developed reporting and financial models for the purpose of improving financial reporting and analysis
Developed internal and client relationships to increase sales
Developed strategic plan for the business unit
Developed policies and guidelines for financial management
Developed the company budget; prepared and submitted quarterly reports
Developed an integrated marketing program to drive new product sales and increase revenue by $500,000
Developed business plan for the firm and managed all financial functions
Developed & executed a $10 million budget for the entire organization
Developed and implemented a strategic business plan to increase sales and revenue by $500K annually
Developed a comprehensive plan to develop and execute a new business strategy for the organization
Developed, implemented and monitored the annual financial reporting package for all of the companies
Developed a comprehensive accounting plan for the organization, and implemented a comprehensive financial analysis for the Board of Trusts
Developed the strategy and execution of a strategic planning plan for the organization
Developed new business and established a strong client relationship, resulting in increased revenue and profit
Developed an annual operating expense plan, including the analysis of financial statements, and developed a cost-effective capital expenditure plan
Developed internal controls and policies for the financial statement preparation and reporting process
Developed an internal audit process for the financial statement and prepared a monthly report for the Board of Directors
Developed detailed monthly, annual and quarterly reports for senior management review and approval
Performed extensive analysis of financial data and developed recommendations for improving financial performance and profitability
Performed various duties including preparation of tax return and filing
Performed extensive research and development of financial information for the Board
Performed data entry and prepared financial reports for the CEO
Led the development of a comprehensive, integrated reporting package for the Board of Directors
Led team of analysts and financial managers in the preparation of monthly financials, quarterly and annual budgets
Led monthly, year-to -date financial close activities for the entire organization
Led an internal team of 10 analysts and provided oversight for the financial statement preparation and analysis
Led efforts to improve the overall performance of a portfolio by developing and executing strategic planning initiatives
Led the planning of all operational and administrative aspects for the company's financial and business operations
Led all aspects of the company from inception to close of business
Led daily meetings with the Chief Executive Officers to ensure all financial and administrative matters
Led multiple crossfunctional team of Financial Advisor's and Senior Management in the preparation of financial reports for senior level executives
Led business unit in the consolidation of all accounting systems and procedures
Led implementation of a comprehensive financial risk assessment and reporting program for the Board of Governors
Led multiple projects and managed a team of accounting specialists
Prepared quarterly and year- end reports for senior leadership, including financial analysis and reporting
Prepared reports for management review and analysis, including monthly close
Prepared the Board of Directors for meetings and prepared the annual budget
Prepared various reports and presentations for Board of Trustee meetings
Prepared quarterly and yearly reports for the board of trustees and other financial professionals
Prepared detailed reports and analysis of the risk to ensure that all financial and operational policies were followed
Prepared business plans for the organization and coordinated with other financial institutions to provide the necessary information for financial reporting
Prepared executive summation of the financial statements and presented to senior leadership
Directed the daily activities of a staff consisting primarily Financial Officers and Accountant
Directed all aspects of the financial reporting and management functions for the organization
Directed strategic planning and analysis of financial statements
Coordinated with the Board of Trustee to ensure compliance with all federal and state regulations
Coordinated and supervised the preparation of financial reports and other related documents
Coordinated internal and vendor financial audits
Coordinated with the Board of Trustees to ensure all financial reporting requirements were being adhered to
Maintained and reconciles all corporate, personal & business taxes
Maintained the highest levels of integrity and professionalism in the performance of all functions
Maintained the accounting and financial reporting of all the companies' accounts
Maintained all financial data, prepared and processed journal vouchers
Maintained accurate and timely financial reports for the company
Maintained high levels of accuracy and timbralness in the preparation of monthly financial reports
Maintained client accounts and processed all financial documents for the company
Maintained office operations by organizing files and maintaining equipment inventors
Maintained records of client transactions and prepared financial statements for management review
Maintained daily and weekly reports for the Director of Operations
Maintained all accounting functions for the firm, prepared and reviewed all financial documents, maintained the firm and all related files
Maintained the overall budget for all financial operations and the budget for all departments
Maintained accurate and timely accounting for the entire organization; responsible to ensure compliance with company policies and government regulation, including the Federal Financial Accountability and Reporting Act
Maintained client accounts by providing outstanding service to customers and employees
Maintained strong knowledge of the company and financial goals; Developed strategic planning plans to meet the company goals
Maintained corporate and division budgets
Maintained daily and quarterly reporting of financials
Maintained and reconciles the monthly financial reports for all branches and the general public
Maintained the overall budget for all financial operations, which included the preparation of annual financial statements and monthly reports
Maintained the accounting and book keeping of all financial activities for the firm
Maintained records of financial information for all employees, prepared and submitted tax returns to the IRS
Maintained strong relationships with all internal and outside stakeholders to ensure the successful execution of all financial activities
Maintained corporate and personal financial statements
Maintained 100% compliance with regulatory requirements
Maintained 100% accuracy of financial reports and records; prepared monthly, quarterly financial reports; and reconciling cash flow statements
Created an internal accounting system for the firm
Created an internal accounting system for the firm, including a financial statement and balance sheets
Created policies and processes for the department, which led to a reduction in the department's risk
Created strategies to drive growth and increase revenue for the firm
Created and implemented a strategic financial plan for the organization
Created, implemented and administered a new financial management software program for the company
Created, implemented and monitored the Risk Assessment Program for all financial products and processes
Established a strong working relationship with the client and their bank
Established the first financial planning and forecasting department for the firm
Established department's accounting procedures and controls
Established long term strategic plans for the organization, and implemented new strategies to increase profitability
Established a system for reporting and tracking of the monthly close process
Established the first comprehensive, integrated strategic plan for the business
Established relationships with vendors to facilitate the timely and effective completion of all project deliverability
Established accounting procedures and processes for the organization; prepared monthly financial statements and reports
Established internal control structure for financial statement and led the preparation of financial statement and budget
Established business relationships with local and regional banks
Established standard procedures for the financial management of all company accounts
Established and maintained a comprehensive strategic plan for the business
Established strategic plans for the organization, and implemented new financial reporting processes
Established strong relationships with clients and partners to develop strategic plans for the company
Established accounting policies and practices for the organization, which included budgeting; financial reporting, forecasting and analysis
Established business plan and managed financial reporting for the organization
Established partnerships with various companies to provide financial advice and tax planning
Established relationships with clients to develop and execute financial planning strategies, while maintaining a strong focus on the financial and business needs of clients
Handled all aspects of the financial management, accounting and auditing of the company
Handled and managed the day to business financial reporting for the company
Handled various aspects of the accounting and reporting process for a $1 billion dollar corporation
Handled various administrative tasks such a filing of documents and maintaining the office's calendar
Handled client inquiries regarding account information and resolved customer concerns in a timely fashion
Handled various aspects of the business including but was also responsible for the creation of a new financial reporting package for the company
Handled various projects and activities for the company's financial management and operations
Supervised accounting department and assisted with financial analysis, preparation of monthly and year-to -date reports for senior executives
Perform research and analysis of financial statements
Coordinate meetings with senior level decision-making and financial managers
Motivated by the need to improve financial reporting and operational processes
Motivated leader with a strong work history in financial management, accounting and business development
Motivated business leader with extensive knowledge of accounting and finance, including financial planning
Motivated the team to increase efficiency and reduce expenses, while ensuring the highest quality of service
Motivated professional with a solid track record of achievement in the financial industry
Motivated Executive with a solid track record of achievement in the financial industry
Organized daily cash reports for the Controller and General Ledgers
Organized meetings with clients, executives and other stakeholders to review financial statements and analyze business trends
Organized all aspects of the company's operations including accounting, financial planning and management
Organized internal and client relationships to ensure effective communications and communication across the organization
Organized a team of analysts to analyze and prepare the financial statement for a large client
Participated in the preparation of financial reports and presentations for the Board of Trustees
Participated on the Executive Committee for a major project to improve the financial reporting process for a major corporation
Participated in the development of a comprehensive, strategic plan to achieve the financial goals of a company
Participated by providing guidance and mentorship to the staff, ensuring that they were prepared for the new hire process
Participated extensively in the development of a comprehensive Risk Assessment and Management Plan for the entire organization
Participated during the transition of a new business from the bank to a publicly traded entity
Participated during the implementation of a financial management program for the company
Participated & managed the implementation of a financial system for the company
Participated on the Audit team and provided support to the Controller
Participated, in the creation of a financial management and audit practice
Participated to develop and maintain a comprehensive budget plan for the organization
Participated to assist in the creation of a strategic business strategy for the organization
Participated weekly in monthly meeting with the CEO and Senior Financial Officer
Participated in the planning of financial and strategic plans for the organization, including budget preparation and forecasting
Participated on the board of Directors for a nonprofit organization that provided financial advice to the Board of Trusts
Participated and assisted in the preparation of monthly and year- end closing statements
" Participated for the first ever ""Crisis Prevention and Response"" training for the entire company"
Participated directly in the preparation of financial reports and forecasts
Participated to develop and manage the annual financial planning, budget and reporting process
Participated for the development of a new risk assessment program for the Department of Treasury
Implemented and maintained a comprehensive accounting program for the entire organization
Implemented the annual audit process for all corporate and division financial reporting
Implemented, maintained and updated the financial management systems for all of the companies
Implemented an automated system to manage the accounting of financial transactions
Implemented all new procedures and processes for the company's accounting department
Implemented & maintained a new financial system for the entire organization
Implemented the new system for all accounting and finance staff, which resulted in a more efficient and accurate reporting of the company financial data
Implemented an effective and cost efficient Risk management process for the company
Implemented an automated cash handling and accounting software system that was used by the company to track and record cash transactions
Implemented an automated reporting tool to improve the financial management of all company-owned and leased properties
Implemented annual and semi -year-round reporting for financial management
Implemented a new process for the Risk Manager to manage all financial activities of the firm
Implemented an internal accounting software system to stream line the accounting processes and improve efficiency
Implemented an internal audit to identify and resolve issues with the financial statement
Implemented an internal accounting and reporting system to streamlining the accounting processes
Implemented accounting procedures and controls to ensure accuracy of cash flow and budget
Implemented accounting procedures and policies to ensure accuracy of cash flow and profitability
Implemented policies and processes to ensure compliance with all regulatory requirements, and ensured the accuracy of financial data
Conducted research and prepared financial statements for the company's subsidiaries
Conducted analysis of the business and identified areas for growth
Conducted analysis of business and operational results to determine strategic business plans and strategies
Conducted analysis of business processes and developed strategies to drive results
Conducted a thorough review of the risk and financial statements for each of the company subsidiaries
Conducted comprehensive research and analysis of business trends to determine the most effective and efficient means of achieving business goals
Conducted comprehensive analysis of the business and identified opportunities for growth
Conducted analysis of the business and identified opportunities for improvements in the financial statements
Conducted periodic reviews of all accounting and reporting systems to determine the adequacies and effectiveness of controls, procedures or systems
Conducted daily meetings with the Board of Trustee to discuss financial matters
Conducted market research and prepared reports for management review, including analysis of financial performance and trends
Conducted comprehensive research and analyzed tax returns for the Internal Revenue Code and IRS Regulations
Conducted extensive research and development of financial reports
Completed a series of training courses to stay up with the latest financial and accounting developments
Completed detailed analysis of all business processes and financial reports to identify areas of opportunity and opportunities
Completed the annual budget and forecast for all the company departments
Completed a comprehensive analysis of the financial statements and presented to senior leadership
Completed several projects for the firm including a project to create an internal database for the firm to track and manage its financial statements
Lead team of five analysts in the preparation and review of financial statements for the purpose
Lead project team to identify and implement solutions for the financial reporting and analysis of business units
Designed and executed a comprehensive plan to improve the company financial performance
Designed new processes and procedures for the company, which increased efficiency and profitability
Designed the firm to be a leading financial institution with the highest degree of integrity and professionalism
Designed & developed a new financial model for the firm
Designed an internal accounting system to ensure accurate and efficient accounting of all capital expenditures
Designed system to manage and control the financial records of all accounts payable and receivables
Designed marketing materials and conducted research to improve the overall business
Designed and developed a customized, online application to assist customers with their taxes
Designed, implemented & executed the company-specific strategic planning process for all business functions
Designed a new financial system for the firm to use
Designed a system to monitor and control the accounting of financial statements
Designed internal and corporate accounting systems for the purpose of increasing efficiency and profitability
Designed an effective and profitable financial reporting process for the firm
Designed an integrated, comprehensive accounting and reporting systems for the company
Designed comprehensive, accurate financial statements for the Board of Director and Senior Executive Officers
Designed procedures for financial statements
Designed and implemented a financial plan for the organization to meet its goals
Designed a new business unit to manage the company financials and accounts payable
Designed the business model and developed a comprehensive financial reporting package for the company
Designed & implemented a system to track and analyze the financial performance of all departments
Designed & implemented a comprehensive strategic plan to drive growth and increase revenue
Designed strategy, implemented and executed strategic initiatives to achieve financial goals, and maintained a high degree of integrity and accountability
Supported and maintained the financial reporting of all entities in the company
Supported accounting department with monthly close and preparation of journal entry
Supported management in the development of financial and business planning processes, including the development of financial models and forecasts, forecasting tools for the business and financial reporting
Supported sales and service team with all financial aspects of the business
Supported management in the execution of financial and business development plans
Supported strategic initiatives to drive financial results and increase revenue, while maintaining a high standard of customer satisfaction
Supported and managed the financial operations of a multi -million-year business
Supported business development and operational initiatives
Supported corporate finance and operational departments with monthly, year- end and annual budgeting
Supported executive management with all financial and accounting activities including budget preparation, analysis and reporting
Demonstrated ability to develop and execute financial strategies that support the strategic direction of a business unit
Demonstrated history of success in developing and executing financial strategies
Demonstrated success in managing multiple priorities and delivering high quality service to clients and employees
Demonstrated expertise in the areas of financial management and risk assessment, business development
Demonstrated knowledge of the company financial reporting process and its associated systems
Demonstrated accuracy and completeness of financial data, including accounts payable and account receivables
Demonstrated exceptional leadership and management abilities in the development of a highly effective and efficient Risk Management program
Demonstrated ability to work in a team setting
Demonstrated integrity and respect for the institution, staff members and customers
Demonstrated the skills and abilities to provide outstanding financial management and operational support to the CEO, CPA's senior leadership and staff
Demonstrated excellent customer services, while providing a safe and comfortable environment for customers
Demonstrated record of meeting financial targets and achieving results within budgetary constraints
Demonstrated that clients and employees follow the law
Demonstrated expertise in the management of financial and accounting functions, as a member of the Board, and in developing policiesproposures
Demonstrated success in managing a team of 15 employees
Demonstrated proficiency in the ability to analyze and report on financial data
Demonstrated proficiency in the preparation of financial reports and in the management of accounts
Demonstrated track record of delivering high-level results in a dynamic and fast -paced environment
Demonstrated a strong understanding of the financial and business operations
Demonstrated proficiency in analyzing financial information, developing and executing strategic planning initiatives, analyzing financial data and developing strategic business solutions
Demonstrated leadership and management of the company
Demonstrated outstanding ability to develop and implement strategies for achieving financial goals and objectives
Develops and maintains financial reports for the purpose of preparing financial statements and analyzing variances
Develops and implements policies, programs & processes to improve the financial reporting process
Develops and manages a comprehensive Risk Assessment program for the company
Analyze and interpret business requirements for the company
Analyze reports and make recommendations for improving the performance of financial management
Analyze, analyze & reconcile various tax return information for the purpose of identifying and reporting tax liabilities
Processed and reviewed all client correspondence; maintained confidential files and records
Involved in the planning, execution and evaluation of financial activities for the organization
Involved directly in the preparation of financial reports and analysis
Involved extensively in the preparation of monthly, annual and year-end closing statements
Involved in the creation of a budget for all the company's financial statements
Involved with the development of a financial statement for the purpose of determining and analyzing financial status
Involved daily with the planning and execution of all business operations
Collaborated with the Senior Vice Presidents of Operations and the Senior Vice President of Finance to develop and execute the annual financial reporting process for all of the company
Collaborated and developed a team of financial professionals to achieve the company's goals
Collaborated and coordinated with the Board of Trustee to develop and implement the annual financial plan
Collaborated across departments to ensure accuracy of all accounting and reporting
Collaborated effectively with the Chief Executive Officers to develop and execute strategic plans for the company
Collaborated directly with the Chief Executive Officers to develop and execute strategic plans for the organization
Collaborated as a liaison between the firm and clients to provide financial services
Collaborated regularly with the Chief Executive Officers to review and evaluate the financial status of their organizations
Collaborated across departments to provide timely and complete reports
Collaborated, coordinated with senior executives and external stakeholders to provide financial reporting and analysis
Collaborated directly with the Executive Officer to ensure all budget requests were met, and the financial statements are reconcilable
Collaborated effectively with internal and outside clients to develop strategies for improving financial reporting and operational efficiency
Collaborated with the Financial Manager to ensure all aspects of the accounting process were being performed in a professional and accurate fashion
Collaborated as a liaison between the business and senior level leadership
Collaborated for the development of a taxonomy and database for the purpose of identifying, analyzing and reporting on the impact of various federal and State tax laws on the business
Collaborated with the CEO and Board of Trustee to develop a comprehensive financial management system for the company
Collaborated, collaborated and coordinated with other financial professionals to ensure that the accounting processes and procedures are in accordance with the Bank Securitas policies and practices
Collaborated closely with the Executive Director of Finance and Chief Financial Officers to ensure all operational and administrative functions are completed in a professional and effective manner
Collaborated daily with the Director of Finance and other department heads to plan, schedule and execute the annual financial review
Collaborated across departments to create and implement a comprehensive, cost effective financial reporting package
Collaborated directly with the Board of Directors to develop and implement the Board's strategic plans
Collaborated to develop and execute financial plans for the Board of Trustee
Collaborated with the Executive Vice President of Finance and the Director Financial Officer to ensure that the company was in alignment with corporate goals and objectives
Collaborated with the Financial Controller to develop and execute the financial reporting process
Collaborated as a team with the Senior Risk Manager to develop and execute the annual financial plan for a portfolio of over $100M
Collaborated daily with the Chief Executive Officer to review and approve financial reports
Purchased and managed the company financial statements
Purchased $2 million in assets and maintained relationships with key vendors
Accomplished measurable goals and objectives by leading initiatives to improve financial performance, increase efficiency and streamline processes
Accomplished with a strong background in strategic business development and management
Accomplished measurable goals and deadlines; Impeached a positive attitude toward employees and the community
Accomplished professional with a solid background in the finance field and a proven record of achieving high levels in financial reporting and management
Accomplished leader with strong leadership and management abilities in the area of financial reporting, analysis and forecasting
Accomplished the ability to analyze financial statements and present them to senior management, including the Board of Trusters and other financial professionals
Accomplished in managing a team of 10-20 professionals in the financial services and finance industry