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Finance services director skills for your resume and career

15 finance services director skills for your resume and career
1. Financial Services
Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.
- Promoted to director based on individual and group sales and profitability contribution while holding the position of Financial Services Manager.
- Established a Financial Services Business Development function resulting in over 25% increase in market penetration and broader customer utilization.
2. Customer Satisfaction
- Retained customers and maintained high customer satisfaction levels by tracking high-frequency process breakdowns and partnering with Operations to resolve them.
- Worked with other departments to develop a more cohesive working relationship which resulted in improved internal customer satisfaction.
3. Risk Management
Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.
- Ensured maintenance of ethical practices and documented legal litigation actions for risk management.
- Assisted with utilization management, medical staff relationships and risk management.
4. Healthcare
Healthcare is the maintenance or improvement of a person's health by the diagnosis and treatment of a person's injury, illness, or any other disease. Healthcare is a basic necessity of human life and is the responsibility of the country's government to ensure that each person gets healthcare. Providing healthcare is the job of certified health professionals that includes doctors, surgeons, nurses, and other physicians. Pharmaceutical companies, hospitals, dentistry, therapy, and health training all come under healthcare. Healthcare plays a vital role in the country's economy and its development.
- Maintained an updated knowledge of healthcare industry medical coding, AMA and federal guidelines and medical terminology.
- Helped local healthcare organizations understand and implement the Health Insurance Portability and Accountability Act.
5. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Provided hands-on approach to providing education, informative and sense-of-urgency treatment plan/customer service training increase in patient acceptance.
- Facilitate working relationships with other departments to ensure quality customer service, audit compliance and problem resolution i.e.
6. Revenue Cycle
Revenue cycle stands for a method to define and maintain the processes utilized for completing an accounting process to record the revenue generated from products/services provided by the company.
- Increased communication and education partnering with hospital based Directors of Revenue Cycle for improved front end billing and collections.
- Developed and implemented customer-friendly revenue cycle processes in order to enhance point of service collections.
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- Developed necessary reports to identify eligible patients and defined the process to appropriately bill for these services.
- Designed communication of departmental policies, payment plans and collection criteria for patients.
8. Due Diligence
Due diligence refers to the process of auditing, investigating, or reviewing done to confirm the authenticity of relevant facts. In addition to this, it also refers to the evaluation of a party's financial records to determine whether one should enter into a transaction with the said party or not.
- Participated in and spearheaded financial analysis portion of major acquisition due diligence.
- Conducted financial due diligence and integration of System subsidiaries.
9. Process Improvement
- Served as a member of the Executive Management team charged with driving process improvement and management leadership initiatives.
- Established a Process Improvement team to standardize DHHS wide operating policy and procedures, strengthening operational controls.
10. Business Development
Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.
- Provide Business Development direction and assistance to migrate the organization from a product-selling environment to a solution-oriented environment.
- Managed national mutual fund and retirement services consulting practice including business development, service delivery and quality assurance.
11. Financial Management
- Supervised all activities involved in finance/accounting/audit, personnel and administrative services and financial management with five staff as direct reports.
- Directed the implementation of automated client financial management systems resulting in substantial productivity gains.
12. Human Resources
Human resources is a set of people in a business or a corporation that are designated to locate, interview, and recruit new employees into the company. They are also responsible to maintain the integrity of the employees and help them sort their problems out. They try to introduce and manage employee-benefit programs.
- Reconstructed complete accounting, records storage, and partially automated human resources systems versus replacing with expensive new software.
- Provided human resources duties such as interviewing, job descriptions, background checks, and PTO.
13. GAAP
- Manage priorities to deliver US GAAP and local statutory reporting with differing legal and statutory requirements.
- Implemented rules and regulations regarding GAAP, OMB, HIPPA, Medicare, and Medicaid.
15. Oversight
Having oversight of someone means to monitor a process or a situation. If someone has oversight of something, they are responsible for the completion of the project. Oversight is usually given to experts as they monitor their juniors or newbies as they go through a project.
- Established formal internal auditing function including oversight of construction projects.
- Provided direction and oversight to department functionality.
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List of finance services director skills to add to your resume

The most important skills for a finance services director resume and required skills for a finance services director to have include:
- Financial Services
- Customer Satisfaction
- Risk Management
- Healthcare
- Customer Service
- Revenue Cycle
- Patients
- Due Diligence
- Process Improvement
- Business Development
- Financial Management
- Human Resources
- GAAP
- Shared Services
- Oversight
- Financial Analysis
- Medicare
- Cash Flow
- Cycle Management
- Payroll
- Financial Aid
- Cloud Computing
- PFS
- Financial Performance
- Treasury
- Internal Controls
- Executive Management
- Financial Institutions
- Real Estate
- Strong Analytical
- Financial Reports
- Patient Accounts
- Accounts Receivables
- Financial Operations
- General Ledger
- Direct Reports
- Cash Management
- Financial Data
- Student Accounts
- Patient Registration
- Traction
- FTE
- ROI
- HIPAA
- SOX
- Sarbanes-Oxley
- ERP
Updated January 8, 2025