Lead Equipment Finance Underwriter
By Wells Fargo At Charlotte, NC, United States
Collaborate and consult with peers, colleagues, and managers to achieve business objectives
Mentor or review analysis of less experienced individuals
Strong credit and communication skills
Lead complex initiatives for researching financial and credit information for larger and more complex commercial or business loan and lease requests
Assist in structuring and approval of loan or leases within delegated authority and recommend transactions in excess of credit authority
Review and research financial and credit information for larger and complex loans and lease requests that require in-depth evaluation
Finance Flu Execution -Mca Lead - Svp (Hybrid)
By Citi At Tampa, FL, United States
Deep analytical skills and experience in managing highly technical and sophisticated risk management strategies
Ensure consistent alignment and implementation of CAO, Finance, and Regulatory requirements, standards, process and reporting
Expert program and project planning skills with strong experience in managing complex program plans with inter and intra dependencies
Significant experience in Finance, ICRM, ORM and/or IA
Ensure programs have clearly identified the required roles and responsibilities and have appropriately identified, engaged Citi stakeholders with appropriate accountability
Overall detailed plan representing all intra and inter dependencies across Risk and Finance/Finance as FLU

Are you an experienced finance professional looking for a new challenge? We are looking for a Finance Lead to join our team and help us drive our business forward. You will be responsible for managing our financial operations, developing financial strategies, and providing financial guidance to our team. If you have a passion for finance and a drive to succeed, this could be the perfect opportunity for you!

Overview:

Finance Lead jobs involve managing financial operations, developing strategies to maximize profits, and overseeing the financial health of an organization. They are responsible for creating budgets, analyzing financial data, and providing financial advice to senior management. They must also ensure that the organization complies with all relevant laws and regulations.

How To Become an Finance Lead:

To become an Finance Lead, you will need to have a bachelor’s degree in finance, accounting, or a related field. You may also need to have several years of experience in a financial role. Additionally, you should have strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

Finance Lead Skills:

• Financial Analysis
• Budgeting
• Strategic Planning
• Risk Management
• Accounting
• Financial Reporting
• Data Analysis
• Business Acumen
• Leadership
• Problem Solving
• Communication

What is Finance Lead Knowledge?

• Financial regulations
• Financial markets
• Financial instruments
• Investment strategies
• Tax laws
• Accounting principles
• Business operations
• Financial forecasting
• Risk management
• Financial software

What is Finance Lead Responsibilities?

• Developing financial strategies
• Creating and managing budgets
• Analyzing financial data
• Monitoring financial performance
• Preparing financial reports
• Ensuring compliance with laws and regulations
• Providing financial advice to senior management
• Identifying areas for cost savings
• Developing financial models
• Negotiating contracts

What is Finance Lead Experience?

• Previous experience in a financial role
• Knowledge of financial regulations and markets
• Experience with financial software
• Ability to analyze financial data
• Experience with budgeting and forecasting
• Knowledge of accounting principles
• Experience with risk management
• Ability to develop financial strategies

What is Finance Lead Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Professional certification in finance or accounting (e.g. CPA, CFA, etc.)
• Several years of experience in a financial role
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

Finance Lead Education:

• Bachelor’s degree in finance, accounting, or a related field
• Professional certification in finance or accounting (e.g. CPA, CFA, etc.)
• Courses in financial analysis, budgeting, and risk management
• Courses in accounting, economics, and business operations
What tools help Finance Lead work better?
• Financial software: Financial software such as QuickBooks, Sage, and Xero can help Finance Leads manage financial operations, create budgets, and analyze financial data.
• Spreadsheet software: Spreadsheet software such as Microsoft Excel can help Finance Leads create financial models, analyze data, and develop financial strategies.
• Project management software: Project management software such as Asana and Trello can help Finance Leads manage projects, track progress, and collaborate with team members.
Good tips to help Finance Lead do more effectively?
• Stay organized: Create a system for organizing financial documents and data to ensure that you can quickly access the information you need.
• Stay up to date: Keep up with changes in financial regulations, markets, and trends to ensure that your strategies are up to date.
• Communicate effectively: Develop strong communication and interpersonal skills to ensure that you can effectively communicate with senior management and other stakeholders.
• Be proactive: Anticipate potential problems and develop strategies to address them before they become an issue.
Common Finance Lead interview questions?
• What experience do you have in financial roles?
• How do you stay up to date with changes in financial regulations and markets?
• What strategies do you use to analyze financial data?
• How do you ensure compliance with laws and regulations?
• What strategies do you use to develop financial models?
• How do you ensure that budgets are managed effectively?
• What strategies do you use to identify areas for cost savings?