Financial Project Manager
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Resume samples
Nastasia Combrink
nastasia.combrink@gmail.com | (163) 209-8738 | Oklahoma City, OK 73102, USA
Summary
As an experienced Financial Project Manager with 8+ years of experience, I have achieved a successful track record of managing and leading complex financial projects. I have a deep understanding of financial reporting processes, budgeting and forecasting, and financial analysis. My strong technical skills, leadership abilities, and financial acumen have enabled me to develop innovative solutions that have improved organizational efficiencies and financial results. I have demonstrated success in managing the financial aspects of large-scale projects while staying in line with corporate strategies and objectives. I am a highly motivated individual with a demonstrated track record of delivering results in a fast-paced, deadline-driven environment.
Experience
Financial Project Manager at Prudential Financial, OKJun 2022 - Present
- Led a team of 4 analysts in the development of financial models for 3 potential M&A targets, which resulted in $1Bn increase in valuation.
- Developed and implemented a new forecasting methodology across the entire organization, resulting in increased accuracy by 5%.
- Led the implementation of a new ERP system, which went live on time and under budget.
- Managed annual budgets for 3 departments totaling $100M+.
- Negotiated and secured financing for 2 major projects totaling $250M.
Senior Financial Project Manager at Morgan Stanley, OKSep 2019 - May 2022
- Led a team of 4 analysts in developing a financial model for a $1.2B project which resulted in securing financing from 7 different banks.
- Managed the development and implementation of an accounting system for a new subsidiary which increased efficiency by 30%.
- Demonstrated excellent time management skills by completing 8 month long project 2 months ahead of schedule.
- Trained 3 junior staff members on best practices in financial analysis and modeling.
- Wrote user manuals for all company software applications used by finance department.
Lead Financial Project Manager at Goldman Sachs, OKJul 2015 - Jul 2019
- Led a team of 15 financial analysts in developing and implementing a new budgeting system for the company, which resulted in $5 million in savings.
- Managed a portfolio of projects with budgets totaling $20 million, coming in under budget by 3%.
- Successfully negotiated with vendors to save the company 10% on all future contracts.
- Trained and developed 5 junior financial analysts, 2 of whom were promoted to senior positions within 6 months.
Education
Bachelor of Science in Finance at Oklahoma State University, OKAug 2011 - May 2015
Some skills I've learned are financial analysis, investment banking, and portfolio management.
Skills
- Financial analysis
- Risk management
- Financial modeling
- Project management
- Business acumen
- Excel skills
- Communication
Calie Galvano
calie.galvano@gmail.com | (921) 575-8268 | Seattle, WA
Summary
I have over 5 years of experience as a Financial Project Manager. I am responsible for managing all aspects of financial projects, from initiation to closure. I have successfully managed projects with budgets ranging from $1 million to $10 million. My skills include project planning, risk management, budgeting and forecasting, and stakeholder communication. I am also proficient in using Microsoft Project and Excel for project tracking and reporting purposes.
Experience
Financial Project Manager at Wells Fargo, WAApr 2022 - Present
- Led a team of 4 analysts in the development of a new forecasting model which improved accuracy by 15%.
- Streamlined the process for collecting data from various departments, reducing time spent on data collection by 25%.
- Developed and implemented a new system for tracking expenses which saved the company $10,000 per month.
- Negotiated with vendors to get better rates on products and services, saving the company 10% annually.
- Created a training program for newly hired financial analysts which reduced turnover by 50%.
Senior Financial Project Manager at JP Morgan, WAJul 2017 - Mar 2022
- Led a team of 5 financial analysts in developing and implementing new budgeting system for the company, which resulted in saving $100,000 annually.
- Successfully completed a major project within budget and ahead of schedule.
- Managed a portfolio of projects with budgets totaling $10 million+.
- Developed and implemented new processes that increased efficiency by 20%.
- Trained and mentored junior staff members on best practices.
Education
Bachelor of Science in Finance at University of Washington, WASep 2012 - May 2017
I have learned excellent analytical, research, and communication skills while studying finance.
Skills
- Financial analysis
- Project management
- Budgeting and forecasting
- Financial modeling
- Risk management
- Corporate finance