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Senior finance specialist skills for your resume and career
Updated January 8, 2025
4 min read
Quoted experts
Dr. Richard Hale,
Kim Tan Ph.D.
Below we've compiled a list of the most critical senior finance specialist skills. We ranked the top skills for senior finance specialists based on the percentage of resumes they appeared on. For example, 12.9% of senior finance specialist resumes contained financial statements as a skill. Continue reading to find out what skills a senior finance specialist needs to be successful in the workplace.
15 senior finance specialist skills for your resume and career
1. Financial Statements
A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.
Here's how senior finance specialists use financial statements:
- Arranged year-end financial statements; completed the analysis of information and attempted to minimize year-end penalties by reducing open recoverable balances.
- Prepared and analyzed monthly divisional financial statements for Asia-Pacific cluster, improving financial consolidation accuracy and integrity.
2. Financial Data
Here's how senior finance specialists use financial data:
- Managed Security Master review team of three financial analysts ensuring accurate and consistent financial data.
- Conduct complex spreadsheet analysis and prepares various reports utilizing financial database systems.
3. Financial Analysis
Here's how senior finance specialists use financial analysis:
- Cultivated long-term relationships with clients, provided current financial analysis, and tailored recommendations suited to personal financial goals.
- Perform complex financial analysis of revenues, gross margins and operating results using various databases and applications.
4. Calculation
Here's how senior finance specialists use calculation:
- Participated in acquisition transactions by performing due diligence analyses, post-closing settle-up calculations, and overall transition/implementation procedures.
- Developed and maintained complex BusinessObjects queries, calculations and Financial MIS data to support reporting requirements.
5. Strong Analytical
Here's how senior finance specialists use strong analytical:
- Prepared weekly cash management/short-term cash flow models, long-term financial forecasts and departmental budgets utilizing strong analytical and MS excel skills.
- Demonstrated strong analytical skills including trend analysis and the ability to develop innovative tactics to resolve automobile investment issues.
6. Financial Management
Here's how senior finance specialists use financial management:
- Trained 562 newly assigned personnel in Financial Management during Command Indoctrination.
- Trained junior associates on financial management and departmental systems and processes.
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Here's how senior finance specialists use internal controls:
- Coordinated internal controls and reporting efforts to meet corporate directed expectations.
- Maintain internal controls by performing rigorous risk assessment measures.
8. Financial Reports
Here's how senior finance specialists use financial reports:
- Prepared formal financial reports and presentations to Senior Executive leaders describing the results of analyses and related recommendations.
- Prepared Financial Reports on performance as requested by the President-General Manager and the Vice President of Finance
9. Financial Models
Here's how senior finance specialists use financial models:
- Created, developed, analyzed, and maintains various financial models based on what if scenarios with monthly/quarterly/annual production incentives.
- Allocated necessary resources to facilitate $1B operations and reviewed financial models to pinpoint areas for refinement.
10. 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.
Here's how senior finance specialists use financial services:
- Maintained excellent customer relationships, by providing complete, accurate and timely financial services.
- Provide professional, prompt, financial service to all members and potential members in a sales and service culture.
11. SQL
Here's how senior finance specialists use sql:
- Streamlined monthly financial system loading process by upgrading Microsoft Access databases into Microsoft SQL Server using SQL Server Data Transformation Services.
- Researched invoice discrepancies utilizing SQL database and worked closely with national Accounting department and other analysts to determine source.
12. Reconciliations
Here's how senior finance specialists use reconciliations:
- Monitored and maintained various account reconciliations for audit requirements, compliance controls, and other special analysis requests.
- Administered accounts payable, accounts receivable, bank statements reconciliations and confirmations.
13. GAAP
Here's how senior finance specialists use gaap:
- Developed corporate accounting policy for the capitalization of internally developed software and implemented a reporting structure to comply with GAAP standards.
- Established, implemented and monitored internal controls and policies to ensure conformance and compliance with GAAP and other regulatory requirements.
14. Financial Planning Analysis
Here's how senior finance specialists use financial planning analysis:
- Provided competitive/strategic financial planning analysis vs. industry competitors from a cost perspective in revenue forecasting.
- Worked closely with teams to perform financial planning analysis and reporting activities.
15. 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.
Here's how senior finance specialists use customer service:
- Contributed to management change by identifying/prioritizing business activities/operations for accounts receivable/credit/cash posting/customer service
- Provided customer service by originating and evaluating residential Conventional and Veterans Affairs Real Estate Loans for a high volume lending organization.
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What skills help Senior Finance Specialists find jobs?
Tell us what job you are looking for, we’ll show you what skills employers want.
What skills stand out on senior finance specialist resumes?
Dr. Richard Hale
Associate Professor of Accounting, Berea College
When we meet with practitioners, the most commonly requested skills are:
-The ability to think critically about situations
-Good communications skills in writing
-The ability to speak in public and present ideas
-Working well with others
-The ability to work independently
Notice that these skills are not dependent upon any particular technology or discipline.
An advantage we have at Berea College, a liberal arts college, is that we incorporate these foundational skills into all we do.
Indeed, we also have our students master working with spreadsheets, develop skills in data analytics, and study all aspects of the business from Management, Economics, Finance, and Marketing.
As accounting is the business language, our students have more excellent business knowledge than other studies.
A key distinction for Berea College students is that all students must work for the college while they attend.
These jobs may vary from raising livestock to working in Accounts Payable. But all Berea graduates have years of practical work experience.
A core component of a Berea College education is to value the labor experience. We believe they enter the post-collegiate workforce with a significant advantage over their peers.
-The ability to think critically about situations
-Good communications skills in writing
-The ability to speak in public and present ideas
-Working well with others
-The ability to work independently
Notice that these skills are not dependent upon any particular technology or discipline.
An advantage we have at Berea College, a liberal arts college, is that we incorporate these foundational skills into all we do.
Indeed, we also have our students master working with spreadsheets, develop skills in data analytics, and study all aspects of the business from Management, Economics, Finance, and Marketing.
As accounting is the business language, our students have more excellent business knowledge than other studies.
A key distinction for Berea College students is that all students must work for the college while they attend.
These jobs may vary from raising livestock to working in Accounts Payable. But all Berea graduates have years of practical work experience.
A core component of a Berea College education is to value the labor experience. We believe they enter the post-collegiate workforce with a significant advantage over their peers.
What senior finance specialist skills would you recommend for someone trying to advance their career?
Kim Tan Ph.D.
Professor, Accounting, Chair, California State University - Stanislaus
Travel abroad. Study/work on some certification to learn new/related skills (MOOC). Volunteer work. Work to help support the family. Prepare for graduate school. Work at a lower-level job in an organization they are interested in.
What type of skills will young senior finance specialists need?
Dr. Reid Cummings
Associate Professor of Finance & Real Estate, University of South Alabama
As computing systems continue to advance and evolve, and as artificial intelligence becomes more prevalent in data analytics, the ability to work with a variety of data manipulation, analysis, and presentation platforms will become increasingly important. Equally, a focus on improving critical thinking and communication skills, and the abilities to present outcomes, analysis, and ideas in a succinct, cogent, and logical fashion, will largely differentiate those who will succeed at a high level from everyone else.
Do you want to know more?
Read more about what experts have to say about senior finance specialistList of senior finance specialist skills to add to your resume
The most important skills for a senior finance specialist resume and required skills for a senior finance specialist to have include:
- Financial Statements
- Financial Data
- Financial Analysis
- Calculation
- Strong Analytical
- Financial Management
- Internal Controls
- Financial Reports
- Financial Models
- Financial Services
- SQL
- Reconciliations
- GAAP
- Financial Planning Analysis
- Customer Service
- Financial Performance
- Hyperion
- SOX
- Continuous Improvement
- External Auditors
- Process Improvement
- General Ledger
- Payroll
- Financial Processes
- Journal Entries
- Business Processes
- Financial Transactions
- PeopleSoft
- Balance Sheet
- Variance Analysis
- Shared Services
- Treasury
- Product Knowledge
- Cash Flow
- Sarbanes-Oxley
- Financial Aid
- Fixed Assets
- Client Relationships
- ACH
- Deltek Costpoint
- Executive Management
- A/P
- Expense Reports
- Cash Flow Analysis
- Essbase
- Life Insurance
- Real Estate
- Auto Loans
Updated January 8, 2025
Updated January 8, 2025