Performed equity portfolio risk (VaR & liquidity), and profitability analyses, presented to Senior Management. Analyzed, structured, wrote placement memorandums for long-term debt, conducted due diligence exams, identified buyers, placed paper. It does not include any upcoming or recent changes that have been made to those skills. Developed and analyzed financial statements, budget variance reports and financial performance reports used to monitor financial status. Worked extensively with forms and publications directly from the IRS, and provided support for the National Financial Services. Created financial plans for high net worth clients using MoneyGuide Pro and proprietary Excel based financial planning software. Created schedule for associates in order to create a game plan to ensure each school received adequate coverage from financial representatives. Established and maintained relationships with banks and other financial institutions. Working Hours. Performed due diligence, on-site factory consultation and mandatory compliance according to Bank and government regulations for syndication of loans. Interviewed an average of (20) loan applicants per month, managing (32) client relationships. Developed and maintained relationships with business units by providing financial advisory services. Effected Roth IRA conversions for clients in conjunction with establishing Donor Advised Funds in order to offset income taxes. Created client relationships through prospecting. Salary estimates are based on 45 salaries received from Associate Finance … Prepared and entered corporate journal entries and distributed monthly financial statements. Developed A/P, budget and other schedules and reports to help better manage the A/P. Entered and posted journal entries in PeopleSoft accounting system Assisted accountants by creating reports in Excel and PeopleSoft, Maintained vendor database Entered and maintained Accounts Payable entries into PeopleSoft Responsible for maintaining off-line time recording system in Excel. Assisted customers with financial transactions not limited to deposits, withdrawals, transfer wires, and selling travelers checks. Managed and updated financial database of fixed income securities. Investigated and settled disputes involving possible payroll errors. Performed extensive research on the taxation of institutional investors and foreign investors to ensure compliance with the SEC's regulatory requirements. Job Description For Finance Associate Posted By Skill Mine Technologies For Chennai Location. Re-engineered financial reporting, leading the executives to sophisticated reports for financial performance analysis. Prepared term sheets, financial models, credit/risk review reports, offering memoranda, and marketing documents. Developed financial strategies and researched innovative investment opportunities to assist clients with meeting current financial needs and achieving future goals. Reconciled and approved funding calculations on all dividend distributions through Excel spreadsheets. Performed variance analysis of Technical Service revenue and expenses and explain differences to budget. Offered additional financial products and services consisting of Educational & Estate Planning and Asset & Risk Management. Used QuickBooks, Microsoft Office for month-end reporting. Assisted customers with their selection of various financial services. Reconciled various company accounts, processed general ledger entries. Audited and approved expense reports, ensured that all expense claims were within company s guidelines. Here is a simple table of the top 10 skills and qualifications as listed by employers in Finance Associate job postings since January of 2018, followed by the top 10 skills and qualifications most commonly listed by people who held the title of Finance Associate on their resumes. Prepared Excel sheets and PowerPoint's for management meetings. Associate Finance Executive salary in India ranges between ₹ 1.2 Lakhs to ₹ 9.8 Lakhs with an average annual salary of ₹ 3.7 Lakhs. Designed financial plans for practices based upon applied knowledge of Affordable Care Act (ACA) guidelines. Guided 50-80 current and prospective clients daily in managing current financial products and choosing additional, related products. Designed and implemented dual GAAP compliant multicurrency financial and tariff models. Prepared manual invoices and journal entries. Developed process improvements through Excel automation and training that were adopted by the FAC in Northfield. Presented securities-based lending services to high net-worth clients, generating incremental loan bookings. Participated in investment committee meetings and meetings with possible equity targets. The most common important skills required by employers are Renewable Energy, Bankruptcy Law, Trust Management, Restructuring, Procurement, Drafting and Entrepreneurship. Developed and maintained client relationships, conducted client meetings and reviews. Developed relationships with high net worth investors. Finance Graduate Associate Resume Examples & Samples. Listed payments to student's account in QuickBooks. Managed cash and credit card transactions daily and operated computers to itemize and total customer purchases. Discover whether the role of a financial manager is for you, with expert tips on how to progress through the ranks of finance officer to assistant finance manager, and beyond. Finance Manager qualifications and skills. Assisted Administrative Assistance with receiving and processing incoming mail, documents, phone calls and greeting the public. Common Keywords on Finance Associate Resumes. Save this job with your existing LinkedIn profile, or create a new one. Provided customer service and referrals for personal and business Bankers to insure account enhancements. Consolidated the quarterly GAAP Package reports and entered the results in the GAAP Tool. Restructured the payroll bank account reconciliation process, increasing reconciliation efficiency by a factor of 4. Prepared analyst presentations, prospectus, performed DCF based and market based valuation and created financial models. Participated in PeopleSoft software implementation and worked with consultants to customize various modules within program to meet unique business needs. One year of customer service experience minimum. Automated data compilation and report structures through Excel macros and partnership with technology. 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