Finance and insurance manager resume examples from 2026

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Updated March 26, 2025

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Finance and insurance manager resume

Amanda Clark

(420) 555-0217 | aclark@example.com

Dallas, TX | 15673 N. Elm Ave. - 24261

Work experience

2020 - Present
Finance And Insurance Manager, AT&T - Dallas, TX
- Led the development of sophisticated financial models for analyzing the profitability of mobile-intensive consumer market segments.
- Developed work plans to transition Human Resources functions to management team.
- Led the effort to reduce the number of subledgers that existed on the corporate financial system.
2019 - 2020
Manager, Sales Person, AT&T - Dallas, TX
- Retail Sales Consultant-Sold all products associated with AT&T.
- Helped to create and roll out contests and campaigns implemented by store management and corporate leadership to associates.
- Set individual goals for Retail Sales Consultants.
2018 - 2019
Senior Loan Officer, Bank of America - Phoenix, AZ
- Review loan applications for compliance and completeness.
- Originated mortgage loan applications by considering the purchase or refinancing of existing mortgages.
- Process and sign off on various types of loan applications including refinance or purchase transactions.
- Manage current portfolio database and assist the Financial Center with their borrowers needs.
- Generate complete mortgage applications, ensuring appropriate procedures and policies are followed, while meeting and exceeding sales goals and objectives.
- Reviewed and validated assets, credit reports analysis and hardships on defaulted/non performing home loans.
2016 - 2018
Loan Officer Assistant (Part-Time), JPMorgan Chase - Phoenix, AZ
- Developed partnerships with loan officers, appraisal vendors, title companies and insurance companies.
- Communicate with clients on a weekly basis to keep them apprised on loan status.
- Reviewed student loan applications, and disbursed funding from trust.
- Trained for processing FHA, VA and conforming loan applications to ensure compliance with the government and Chase guidelines.
- Communicated with title companies, loan officers, and underwriting to facilitate timely closing.

Skills

New Merchandise
VOE
Financial Status
Financial Goals
Calculate Income
Dealer Trades
Shrinkage Control
Loan Applications
Sales Process
Car Sales

Education

Bachelor's Degree, Business (2015 - 2018)
Arizona State University
Phoenix,

Finance and insurance manager resume

Brandon Hunt

(650) 555-8562 | bhunt@example.com

Birmingham, AL | 73534 N. Main Ave. - 89647

Work experience

2019 - Present
Finance And Insurance Manager, BBVA Compass - Birmingham, AL
- Prepare ad hoc analysis of financial results for senior management and complete special projects as needed.
- Performed annual employee reviews Help teller team meet and exceed individual and branch sales goals.
- Participated with senior management marketing team to verify cost savings, developed business plan and objectives.
- Directed financial management functions including development of monthly/quarterly financial statements, financial forecasts, and budgets.
2018 - 2019
Client Advisor, Jim Burke Automotive - Birmingham, AL
- Assist clients with new purchase of BMW vehicle.
- Trained new employees on sales process, product knowledge and best practices.
- Utilized Customer Resource Management (CRM) systems and databases to manage clients.
- Acquired the highest level of customer appreciation through timely communication, product knowledge & Quality Assurance.
- Educated clients with BMW products to insure the best personal investment choice.
2016 - 2018
Banker, Wells Fargo - Birmingham, AL
- Achieved sales through account analysis Outbound and inbound solicitation of financial goals Maintained treasury management relationships
- Motivate, coach, and train tellers to cross-sell products and services to existing and non-customers.
- Perform research on customer accounts as to deposits/withdrawals, checks, payments, and P.O.S purchases.
2012 - 2016
Relationship Banker, Wells Fargo - Birmingham, AL
- Identified and established business partnerships with local businesses for revenue growth opportunities.
- Assisted customers realize their financial goals by delivering the world's most innovated e-banking and e-commerce services, capabilities and alliances.
- Assist high value customers with day-to-day banking needs such as providing account balances, product changes, and financial advice.

Skills

Communication
Procedures
ATM
TPA
High NET
Financial Analysts
Customer Accounts
DMV
Financial Transactions
Repair Orders

Education

Bachelor's Degree, Business (2004 - 2007)
Northeastern University
Boston,

Finance and insurance manager resume

Danielle Holmes

(610) 555-0263 | dholmes@example.com

Baltimore, MD | 8609 S. Cedar Ln. - 77717

Work experience

2020 - Present
Finance And Insurance Manager, Koons Ford Lincoln of Annapolis - Baltimore, MD
- Developed and implemented a process to maximize finance, service contract, and insurance revenues.
- Partnered with Business Development and Investment Teams to advise senior management on projected results.
- Developed the Risk Management Manual to include information ranging from our insurance program structure to claims handling instructions.
- Assist customers with signing paperwork.
2017 - 2020
Customer Relations Manager, Rent-A-Center - Baltimore, MD
- Managed customer accounts including payment schedules.
- Prepared and processed more than sixty new customer accounts monthly.
- Manage customer accounts including recruiting, retention.
- Cash handling, account management etc.
- Coordinated customer accounts to increase sales revenues.
- Coordinated sales and service communication with customers.
2007 - 2017
Call Center Supervisor, United Parcel Service - New York, NY
- Direct pre-work communication meetings with drivers and staff.
- Manage daily operations and directly supervise drivers and inside employees.
- Coordinated package delivery for special circumstances through telephone and wireless communication devices.
- Achieved all individual monthly sales goals and targets.
- Performed regular audits on the personnel I directly supervised to ensure compliance with governmental and company policies.
2006 - 2007
Leasing Consultant, Weidner Apartment Homes - Colorado Springs, CO
- Learned a lot about property management.
- Assisted in generating traffic through Craigslist ads.
- Served as liaison between residents and property management.
- Operated assets using YARDI operating system.

Skills

Procedures
Customer Retention
Customer Complaints
New Leases
Staff Members
Customer Service
Car Sales
Sales Activities
Financial Institutions
Internet

Education

Bachelor's Degree, Business (2003 - 2006)
Colorado Technical University
Colorado Springs,

Finance and insurance manager resume

Kathryn Powell

(860) 555-1249 | kpowell@example.com

Indianapolis, IN | 22519 W. Elm St. - 12417

Work experience

2016 - Present
Finance And Insurance Manager, Eskenazi Health - Indianapolis, IN
- Review financial statements and provide detailed commentary during month-end close, budget and forecast cycles.
- Prepared five-year strategic plan, cash flow analysis, and weekly forecasts.
- Prepared monthly financial statements and analysis of actual to budgeted income and expenses.
- Supervised 15 employees in the insurance and support area of a large patient accounts department.
2012 - 2016
Credit Manager, Rent-A-Center - Indianapolis, IN
- Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
- Visit delinquent customers address as logged into the system if contact and commitment to pay is not made on time.
- Monitored customer's accounts, assisted in generating sales with potential customers, and assisted in deliveries.
- Provided excellent customer service when taking payments from customers, during sale opportunities, and even when discussing delinquent accounts.
2010 - 2012
Assistant Controller, Eaton - Eden Prairie, MN
- Prepared GAAP financials, presented to partners on a monthly basis, for annual review by CPA.
- Implemented a quarterly and annual balance sheet review with upper management.
- Worked cross functionally with Operations, Sales, IT, Human Resources and Procurement departments to ensure adherence to corporate objectives.
- Developed and published call-monitoring requirements for Ameritech/SBC Services Account, creating standard operating procedures.
2009 - 2010
Tax Accountant, Robert Half International - New York, NY
- Assisted busy CPA firm during tax season with compilation of individual and corporate tax returns.
- Assisted accounting manager with compiling SOX documentation and verification of completeness of compliance efforts.
- General exposure to different statements such as income statements, balance sheet, and statement of cash flows.
- Balance Sheet Accountant with Clark Retail Enterprises, Inc. in Oak Brook, IL Responsible for day-to-day balance sheet functions.
- Completed various miscellaneous returns, filing fees and IRS forms with varying due dates.

Skills

Bradstreet
Insurance Department
Procedures
DSO
Financial Statements
Revenue Recognition
Credit Staff
Payroll
Credit Reports
GM

Education

Bachelor's Degree, Business (2001 - 2004)
Miami Dade College
Miami,

Finance and insurance manager resume

Paul Armstrong

(500) 555-8001 | parmstrong@example.com

Somers, NY | 64050 E. Oak St. - 95358

Work experience

2019 - Present
Finance And Insurance Manager, PepsiCo - Somers, NY
- Managed strategic planning and business development for $7.0 billion Strategic Grocery channel across all PepsiCo operating divisions.
- Prepared financial statements, presented annual cash requirement forecast.
- Prepared and reconciled depository and disbursement bank statements, credit card accounts, and balance sheet.
2011 - 2019
Credit Manager, Wells Fargo - Poughkeepsie, NY
- Screened credits and interviewed applicants to minimize credit risk and potential monetary loss.
- Named #1 top sales executive in branch, district and region in highest volume of new accounts in 2006.
- Approved loan applications by assessing metrics and credit bureau reports.
2005 - 2011
Controller, MasterCraft Boat - Poughkeepsie, NY
- Prepared Sarbanes-Oxley (SOX) analyses on key accounts.
- Prepare, analyze and discuss monthly individual and consolidated financial statements and supporting statistics with senior management.
- Provided accounting detail and assistance to internal / external auditors.
- Expanded the Finance Manager role to manage all: Human Resources, Facilities Management, Project Management and Administrative functions.
1998 - 2005
Accountant, IBM - Poughkeepsie, NY
- Managed and maintained the accuracy of the main operating cash, payroll, short-term investments, and accounts payable reconciliation process.
- Reviewed major worldwide, multi-brand contracts for compliance with US GAAP, Sarbanes-Oxley and internal reporting requirements.
- Assisted in the preparation of the annual budget which exceeded fifty million dollars.
- project changes requests for additional work, project closure, and management of client purchase orders.)
- Assisted to prepare financial statements for non-profit organization
- Balanced the payroll accounts by resolving payroll discrepancies/adjustments.

Skills

CSI
Special Projects
Vendor Invoices
Credit Operations
HR
Income
Collection Strategies
Customer Service
Credit Limits
Financial Statements

Education

Bachelor's Degree, Finance (1990 - 1993)
Bentley University
Waltham,

How to write a finance and insurance manager resume

Craft a resume summary statement

A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the finance and insurance manager role.

Step 1: Mention your current job title or the role you're pursuing.

Step 2: Include your years of experience in finance and insurance manager-related roles. Consider adding relevant company and industry experience as relevant to the job listing.

Step 3: Highlight your greatest accomplishments. Here is your chance to make sure your biggest wins aren't buried in your resume.

Step 4: Again, keep it short. Your goal is to summarize your experience and highlight your accomplishments, not write a paragraph.

These tips will help you demonstrate why you are the perfect fit for the finance and insurance manager position.

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List the right project manager skills

Your Skills section is a place to list all relevant skills and abilities. 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 finance and insurance manager interviews.

Here are example skills to include in your “Area of Expertise” on a finance and insurance manager resume:

Customer Service
Insurance Products
Customer Satisfaction
DMV
Life Insurance
Health Insurance
Sales Process
Disability Insurance
Product Penetration
OFAC

Dealer Track
Local Regulations
Car Sales
Financial Institutions
ADP
CSI
Insurance Sales
Honda
Vehicle Sales
Toyota

Structuring Deals
Service Contracts
Chrysler
Annuities
Corporate Channels
Ancillary Products
Necessary Paperwork
Insurance Programs
Loan Applications
Service Programs

Zippia’s AI can customize your resume for you.

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How to structure your work experience

Next you should include your work experience. Structure your work experience section by listing your most recent experience first, followed by earlier roles in reverse chronological order.

Start with your job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.

Include only recent, relevant jobs. Avoid including work experience over 20 years to avoid ageism.

Beneath each job, you should have bullet points to emphasize why you're the perfect fit for the finance and insurance manager.

How to write finance and insurance manager 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 finance and insurance manager resumes:

Work history example #1

Accountant

Fairwinds Credit Union

Retrieved/processed ACH files of customer transactions for payroll deposits and withdrawals impacting credit union accounts.
Developed business policies and procedures to improve efficiency, cost effectiveness, and flow of information within the organization.
Updated quarterly GAAP earnings and tax files to maintain accurate financial information distributed directly to tax directors and VPs.
Performed accounting functions such as recording and reviewing trade activity to the general ledger system according to GAAP.
Addressed and resolved non-routine, complex and unexpected variances; through research compiled necessary documentation to balance / solve all variances.

Work history example #2

Finance And Insurance Manager

Hendrick Automotive Group

Designed and maintained dealership website and kept an internet presence with social media networks.
Used various web-lead sources to maintain an internet marketing program resulting in 17%-18% web-lead closing ratio.
Completed all required NC DMV titling and paperwork.
Recognized as the leading dealership for GMPP warranty sales and warranty penetration.
Instituted a true Internet Sales Department focusing solely on selling to customers off incoming internet leads and incoming phone calls.

Work history example #3

Accountant

The Bank of New York Mellon

Conducted monthly and annual accounting reconciliations for domestic equity accounts utilizing Advent AXYS accounting platform.
Calculated monthly billing for funds and prepared invoice statements for custody services
Generated a compilation of daily and month end reports including asset reconciliation with both investment managers and BNY custody group.
Managed daily fund activities and ensured if they were processed accurately and timely in accordance with departmental policies and procedures.
Resolved all transaction, position, and cash breaks with our custody team in a detailed and timely manner.

Work history example #4

Business Manager-Finance Manager

Collaborated to achieve successful execution of leasing and asset management services.
Performed oversight and gate-keeping activities for new product introductions and refreshes.
Developed company-wide Business Process models to reduce operational inefficiencies in consultation with internal and external auditors.
Performed weekly and monthly performance reviews utilizing KPIs and other measuring tools.
Provided guidance and support to all field (sales) financial analysts regarding any GAAP related issues or questions.

Zippia’s AI can customize your resume for you.

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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 for resumes:

Bachelor's Degree in business

Arizona State University, Phoenix, AZ

2015 - 2018

Bachelor's Degree in business

Northeastern University, Boston, MA

2004 - 2007

Highlight your finance and insurance manager certifications on your resume

If you have any additional certifications, add them to the certification section.

Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.

Here are some of the best certifications to have on finance and insurance manager resumes:

Associate in Insurance Accounting and Finance (AIAF)
Certified Management Accountant (CMA)
Certified Sales Professional (CSP)
Certified Professional, Life and Health Insurance Program (CPLHI)
Sales Management
Automotive Sales Professional
Certified Career Counselor (CCC)

Updated March 26, 2025

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