Chief finance and operating officer resume examples from 2025

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Updated March 26, 2025

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Chief finance and operating officer resume

Juan Peters

(500) 555-8561 | jpeters@example.com

Westlake, TX | 51246 S. Second St. - 58730

Work experience

2011 - Present
Chief Finance And Operating Officer, Fidelity Investments - Westlake, TX
- Developed 5-year business plan that identified major growth and new product initiatives.
- Designed and delivered Career Transition, Management Training, and Customer Service Programs.
- Functioned as liaison with auditors and regulatory agencies.
2004 - 2011
Director Of Operations And Finance, Christ the King Church - Bellingham, WA
- Developed and enhanced departmental procedures, process improvements and internal controls in compliance with various regulations.
- Determined compliance with policies and procedures; identified and reported control weaknesses and areas of cost savings and prescribed remedial actions.
- Review financial statements with CFO to ensure accuracy.
- Risk management of complex loan scenarios.
- Established the industry standards for CMBS bonds and debt securities issued by real estate companies.
2002 - 2004
Senior Finance Manager, Christ the King Church - Bellingham, WA
- Produced reports detailing financial performance ratios - used by managers for planning and operational decision making.
- Developed and enforced internal controls to ensure integrity and accuracy of business unit's financial statements.
- Supervised the preparation of monthly, quarterly and annual portfolio level financial statements to a diverse client group.
- Monitor financial performance & recommend program modifications.
- Drive forecast/fiscal and long range planning efforts and perform variance analysis for President and CFO.
1991 - 1992
Controller/Finance Manager, PeaceHealth - Bellingham, WA
- Prepared monthly financial statements and analysis of actual to budgeted income and expenses.
- Moderated financial statements presentations and provided recommendations to senior management and board of directors for decision making purposes.
- Created reports for all financial statements, advertising cost per student, payroll and fringe expenses and fixed asset expenditures.
- Created strong partnerships with marketing, channel merchant teams, retail operations and real estate.

Skills

CPA
Ceo
Human Resources
Financial Statements
Special Projects
Business Operations
Project Management
Product Development
Healthcare
Coo

Education

Master's Degree, Business (1992 - 1993)
Western Washington University
Bellingham,
Bachelor's Degree, Business (1979 - 1982)
Western Washington University
Bellingham,

Chief finance and operating officer resume

James Gonzalez

(400) 555-7202 | jgonzalez@example.com

New York, NY | 71949 W. Park Ln. - 82714

Work experience

2017 - Present
Chief Finance And Operating Officer, Bank of America - New York, NY
- Presented to Trust Executive Management; resulted in disposition of unprofitable lines of business.
- Develop comprehensive financial plans for high net worth clientele (private wealth and corporations).
- Worked with the Project Management team to complete the conversion.
2007 - 2017
Finance Vice President, Goldman Sachs - New York, NY
- Processed trades in equities, fixed income securities and currencies.
- Provide oversight of functions and controls performed in other locations.
- Prepared monthly financial statements and commission payments for the equities division of the company.
- Partnered with portfolio managers, technology, client service and other operations teams in realization of strategic objectives.
- Developed computer simulated software to track financial performance.
- Manage the monthly close and reporting processes for Commercial Banking business lines.
2002 - 2007
Corporate Controller, Citi - New York, NY
- Manage three departments focused on the balance sheet integrity for North American deposits and loans, fixed income and equity securities.
- Take initiative in leading special projects for senior management, developing and maintaining key relationships with external and internal clients.
- Conduct periodic reviews of competitor's liquidity positions and benchmark Citi's liquidity risk management framework against major competitors.
- Compiled financial statements for two of five regions (63 facilities).
2001 - 2002
Regional Controller, The Bank of New York Mellon - New York, NY
- Supported the business cases by modeling projected financials with IRR and payback period.
- Managed balance sheet and net interest income analysis and reporting for Asset Servicing's Financial Planning and Analysis department.
- Researched multi-state sales tax issues and handled state sales tax, corporate tax and payroll tax audits.
- Coordinate inter-company account reconciliation with seven business units.

Skills

Financial Statements
Coo
Business Operations
IPO
ERP
Contract Negotiations
CPA
Gaap
Payroll
Corporate Office

Education

Master's Degree, Accounting (1990 - 1991)
Pace University
New York,
Bachelor's Degree, Accounting (1977 - 1980)
Temple University
Philadelphia,

Chief finance and operating officer resume

Lisa Parker

(570) 555-1672 | lparker@example.com

Chesapeake, VA | 68393 W. Park Ln. - 13051

Work experience

2017 - Present
Chief Finance And Operating Officer, HSBC North America Holdings - Chesapeake, VA
- Manage the operations of several different business units within the Consumer Finance Division.
- Interpreted financial statements, results, and related reports, identifying variances from plan and determining drivers to improve future planning.
- Selected to become the Regulatory Coordinator responsible for mapping procedures to its applicable rules and regulations.
- Lead business development efforts within the Mid-West region while meeting all revenue targets.
- Prospected for clients in a new business development capacity by utilizing referral sources, existing clients, and community involvement.
2016 - 2017
President, EMS USA - Washington, DC
- Encore Management Services) Construction Company.
- Listed company on AMEX by developing business plan for oil and gas exploration and production during extremely difficult economic times.
- Researched and identified past commitments to regulatory agencies, instituting a commitment-tracking program that assured regulatory compliance.
2011 - 2016
Senior Manager, KPMG - Washington, DC
- Reviewed Basel audit work streams and provided oversight support to business stakeholders.
- Developed standards and guidelines for document and project management.
- Program and Project Management SME for KPMG's Federal Practice in Washington, DC.
- Provided project portfolio management services including project initiation, project performance monitoring and tollgate facilitation.
- Contributed to leadership excellence through development of project management course curriculum.
1998 - 2000
Senior Accounting Manager, State Street - Quincy, MA
- Review distribution guidelines, financial reporting changes and other policies and procedures of the funds
- Participated in ad hoc and special projects as required.
- Facilitated a $1.5 billion divestiture of the retail asset management business by handling audit of pro forma financial statements.
- Produced monthly U.S. GAAP financials and key performance indicators for executive meetings.
- Ensured that the systems records and financial statements are maintained in accordance with generally accepted accounting principles.

Skills

Procedures
Project Management
RFP
Alumni
Metrics
Internet
Financial Statements
Human Resources
Construction Company
Portfolio

Education

Master's Degree, Economics (2000 - 2001)
University of Pittsburgh
Pittsburgh,
Bachelor's Degree, Finance (1985 - 1988)
Ohio State University
Columbus,

Chief finance and operating officer resume

Christine Berry

(660) 555-6590 | cberry@example.com

Sioux Falls, SD | 37227 W. Evergreen St. - 76691

Work experience

2016 - Present
Chief Finance And Operating Officer, Heritage Bancshares Group - Sioux Falls, SD
- Raised $250 Million for Cornerstone Realty Income Trust Apartment Reit.
- Provide leadership and oversight to IT (direct report) and all financial services at the agency.
- Prepared all financial statements and reconciled all balance sheet accounts and sales tax preparation.
2010 - 2016
Controller, Vice President, Citi - Sioux Falls, SD
- Supervised the financial systems department responsible for forecasts, budgets, corporate reporting, MIS and reconciliation of financial systems.
- Decreased aged balance sheet account transactions by 86%, for a reduction of $6 billion annually.
- Provided oversight on enterprise risk initiatives, risk control self-assessment program (RCSA), tracked corrective actions and escalate issues.
- Customize account management linked to client specifications; maximize ROI and ROEC while meeting client expectations and requirements.
- Detailed variance analysis comparing budgeted savings to actual savings on monthly/quarterly basis.
2003 - 2010
Finance Manager, The Coca-Cola Company - Atlanta, GA
- Managed four office managers (indirect reports) from four different branches.
- Lead the monthly and annual business plan for supply chain focusing on transportation, warehousing, and co-packers.
1986 - 1994
Corporate Accounting Manager, Morgan Stanley - New York, NY
- Reconcile all balances with accounting agent on a monthly basis and prepare initial draft of financial statements.
- Collaborate with business units, product areas, and IT to maintain and implement correct new asset logic.
- Assisted and oversaw monthly/year-end book closings, management reporting and cash management.

Skills

Project Management
Management Reports
Financial Models
Revenue Recognition
Customer Service
Real Estate
Ensure Compliance
Oversight
Data Analysis
Financial Statements

Education

Master's Degree, Finance (1994 - 1995)
Georgia State University
Atlanta,
Bachelor's Degree, Finance (1975 - 1978)
New York University
New York,

Chief finance and operating officer resume

Sandra Harper

(680) 555-3326 | sharper@example.com

Oakbrook Terrace, IL | 78320 S. Second St. - 17932

Work experience

2016 - Present
Chief Finance And Operating Officer, Sears Holdings - Oakbrook Terrace, IL
- Organized product development and support staff by brand for Apparel and Home Fashions.
- Leveraged ROI models for marketing effectiveness that resulted in incremental earnings.
- Developed detailed knowledge of all software modules for a highly integrated, repetitive manufacturing ERP system.
- Lead Monthly Close and budgeting of 8 business units.
2011 - 2016
Finance Director, McDonald's - Oakbrook Terrace, IL
- Instituted comprehensive regional database of franchisee's financial statements that provided information for corporate management and for franchisees.
- Review franchisees financial statements for accuracy balance sheet, profit & loss, general & administration expense, and debt summary.
- Reviewed income statements for 45 company owned stores and provided budget variance analysis.
- Participated on several national teams tasked with setting new policies and procedures related to monthly operating income and capital projection process.
- Collaborated with multiple business units on monthly expense variances and revision of forecasts.
- Managed all Centre employees and operations including employee relations, employee development, and performance management as well as recruitment and retention
2007 - 2011
Regional Controller, United Continental Holdings - Oakbrook Terrace, IL
- Established financial performance goals for operations in 12 countries.
- Provide variance to budget, ad hoc analysis and special project support.
- Gained $256K in service credits from vendors, by administering performance management charges.

Skills

Special Events
Regulatory Agencies
Gaap
Financial Statements
Human Resources
Payroll
Project Management
Business Units
Financial Matters
Business Development

Education

Master's Degree, Accounting (1996 - 1997)
DeVry University
Oakbrook Terrace,
Bachelor's Degree, Finance (1983 - 1986)
DePaul University
Chicago,

How to write a chief finance and operating officer resume

Craft a resume summary statement

Your resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to writing the most important 2-4 sentences of your resume:

Step 1: Start with your current job title, or the one you aspire to. Are you a passionate manager? A skilled analyst? It's a good starting point.

Step 2: Next put your years of experience in chief finance and operating officer-related roles.

Step 3: Now is the time to put your biggest accomplishment or something you are professionally proud of.

Step 4: Read over what you have written. It should be 2-4 sentences. Your goal is to summarize your experience, not recite your resume.

These four steps should give you a strong elevator pitch and land you some chief finance and operating officer interviews.

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List the right project manager skills

Your Skills section is an easy way to let recruiters know you have the skills to do the job. Just as importantly, it can help your resume not get filtered out by hiring software. Here is how to make the most of your skills section and make sure you have the right keywords:

You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
Include as many relevant hard skills and soft skills as possible from the listing.
Use the most up to date and accurate terms. Don't forget to be specific.

These five steps should give you a strong elevator pitch and land you some chief finance and operating officer interviews.

Here are example skills to include in your “Area of Expertise” on a chief finance and operating officer resume:

Financial Statements
Oversight
Human Resources
Payroll
Regulatory Compliance
Risk Management
R
Business Plan
Cash Flow
Real Estate

CPA
Private Equity
Strategic Plan
Due Diligence
Internal Controls
Financial Operations
Financial Management
Financial Reports
Business Operations
A/P

Business Development
Coo
Cfos
Direct Reports
Financial Analysis
Balance Sheet
Medicare
GAAP
Financial Performance
ROI

Zippia’s AI can customize your resume for you.

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How to structure your work experience

Your work experience should be structured:

With your most recent roles first, followed by earlier roles in reverse chronological order.
Job title, along with company name and location on the left.
Put the corresponding dates of employment on the left side.
Keep only relevant jobs on your work experience.

How to write chief finance and operating officer experience bullet points

Your resume is not a list of responsibilities or a job description. Instead, it is your chance to show your accomplishments and show why you're good at what you do.

Use the What, How, and Why format. Answering these questions turns a bland job description into an effective showcase of your abilities.
What were your responsibilities or goals?
How did you accomplish them?
Why were your results important? (How did it impact your company? Can you quantify the results in numbers? )

Here are effective examples from chief finance and operating officer resumes:

Work history example #1

Chief Finance And Operating Officer

JPMorgan Chase

Created operating and non-operating deposit valuation models for North America deposit product portfolio, and presented to Senior Management.
Networked proactively with CPA's and Estate planning professionals to gain new clients and grow business by 35%.
Created a governance structure encompassing policies and procedures; identified and drove continuous improvement initiatives.
Analyzed and documented various tax structures and established ongoing oversight and controls.
Implemented database reporting of interest income by balances, income, spread and currency.

Work history example #2

Corporate Accounting Manager

Go Airport Shuttle

Reconciled monthly activity and generated year-end reports to fulfill tax related requirements.
Prepared and analyzed monthly and quarterly corporate financial reports using GAAP.
Developed procedures for improved efficiency, reporting accuracy and segregation of duty.
Directed Accounts Payable and Payroll Accounting Departments successfully transitioning through continued advances.
Developed accounting policy and procedure ensuring GAAP compliance.

Work history example #3

Chief Finance And Operating Officer

NET MED EXPRESS SOLUTIONS

Managed international HR oversight of technology company's India subsidiary.
Managed and supervised 85 officers in all of the departments including Human Resource, Accounts, Sales and Logistics.
Worked closely with the independent CPA firm on the external annual audits (HUD audit) and reviews.
Negotiated hospital and physician consultant contracts based on Medicare reimbursement rates.
Collaborated with Northern and Southern CA CFOs and legal counsel.

Work history example #4

Principal

Bank of America

Monitored/reported on Reverse Mortgage portfolio & Participated in portfolio credit quality exams
Streamlined business banking operations and developed a disciplined process to reduce costs while increasing portfolio and revenue.
Designed and implemented proprietary risk quantification and communication processes for Fixed-Income platform, using The Yield Book.
Designed and implemented the personnel capacity management function for a 5,000-person technology organization, chartered to increase ROI on personnel expenses.
Managed national direct and database marketing initiatives for home equity products.

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Add an education section to your resume

The education section should display your highest degree first.

Place your education section appropriately on your resume. If you graduated over 5 years ago, this section should be at the bottom of your resume. If you just graduated and lack relevant work experience, the education section should go to the top.

If you have a bachelor's or master's degree, do not list your high school education. If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries from chief finance and operating officer resumes:

Master's Degree in business

Western Washington University, Bellingham, WA

1992 - 1993

Master's Degree in accounting

Pace University, New York, NY

1990 - 1991

Highlight your chief finance and operating officer certifications on your resume

Certifications can be a crucial part of your resume. Many jobs have required certifications.

Include the full name of the certification, along with the name of the issuing organization and date of obtainment.

If you have any of these certifications, be sure to include them on your chief finance and operating officer resume:

Certified Management Accountant (CMA)
Chartered Global Management Accountant (CGMA)
Certified Professional - Human Resource (IPMA-CP)
Chartered Certified Accountant (ACCA)
Certified Resume Specialist: Accounting and Finance (CRS+AF)
Certified Management Executive (CME)

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Chief Finance And Operating Officer Resume

Updated March 26, 2025

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