Accounting / Financial Analyst Resume Sample
Carlie Buckridge
8694 Hammes Forks,
Philadelphia,
PA
+1 (555) 180 8474
Work Experience
Senior Accounting / Financial Analyst
12/2017
-
PRESENT
Chicago, IL
- Understands financial/accounting systems and software relevant to area as well as relationships between the systems
- Engages in basic research from multiple sources of information for purpose of identifying cause and effect relationships
- Provides financial reporting (ex. budgets, actuals, customer usage) to meet client expectations and deadlines
- Gathers and interprets information, makes preliminary assessments and completes reconciliations
- Prepares and analyzes schedules, reports and/or journal entries and understands their impact on the overall financials
- Identifies problem areas and trends when looking at information and questions inconsistencies
- Engages in preliminary research to locate and report relevant data in an effort to support a finding or conclusion as directed by their manager
- Analyze accounting procedures and policies, lead complex accounting calculations and month end process for reports under US GAAP. Provide leadership and oversight over the Project Accounting activities for the next phase of project development for Merian
Accounting / Financial Analyst
05/2014
-
07/2017
Dallas, TX
- Performs balance sheet account analysis and reconciliation to the General Ledger
- Conducts research projects in specific area of Accounting and responds to all inquiries
- Reviews, monitors and resolves reports pertaining to billing, revenue flow and/or expenditures
- Assists with the monthly and annual budget and forecast with input from the various department heads and managers
- Conducts meetings with department heads and managers to assist them in translating their operational requirements into financial statement formatting
- Works with managers to explain variances
- Acts as financial liaison for operations
- Collaborates with managers to assist in translating their operational requirements into financial statement formatting
Entry Level Accounting / Financial Analyst
08/2007
-
03/2014
Philadelphia, PA
- Serves as a Subject Matter Expert (SME) in the Accounting and Financial Reporting areas and leads the implementation of processes and systems in the Finance space
- Provides active support during the SAP implementation and stabilization process; and
- Supports the leadership of the finance function onsite and assist with all operating management and financial reporting for Merian including actual, budget and forecast
- Independently gathers, interprets and analyzes information, makes assessments and completes reconciliations
- Identifies problem areas when looking at information, seeing patterns, trends or missing pieces, and identifies the similarities. Questions inconsistency in financial data elements. Makes recommendation to resolve. Reviews and validates complex leases to ensure proper balance sheet and proper expense reporting/recognition
- Identifies improvements and enhancements, documents and recommends appropriate course of action; and assists with implementing new processes. Supports and provides guidance to other functional areas, helps with questions and assists them with solutions
- Provide guidance to other analyst in the department
- Records, classifies, and posts details of business transactions in accordance with accounting and auditing policies and procedures
- Prepares journal entries and monthly financial statements
Education
Strayer University - Henrico Campus
2003 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Experience and demonstrated skills in prioritizing competing demands and resolving conflicts
- Strong interpersonal skills and demonstrated customer service experience
- Have excellent interpersonal skills and a strong desire to be a team player
- Strong organization and end-user computing skills
- Outstanding written and oral communication skills, ability to express complex situations clearly and succinctly
- Work independently in a fast-paced environment while demonstrating supportable business judgment and informed, accurate decision-making skills
- Advanced computer skills including Excel (pivot table, vlookups, etc.), Essbase and PeopleSoft
How to write Accounting / Financial Analyst Resume
Accounting / Financial Analyst role is responsible for microsoft, excel, intermediate, advanced, access, accounting, database, word, computer, integration.
To write great resume for accounting / financial analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Accounting / Financial Analyst Resume
The section contact information is important in your accounting / financial analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Accounting / Financial Analyst Resume
The section work experience is an essential part of your accounting / financial analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous accounting / financial analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular accounting / financial analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Accounting / Financial Analyst resume experience can include:
- Participate in and support accurate month-end, quarter-end and year-end accounting close cycles and development of subsequent internal and external financial statements, required regulatory reporting forms
- Demonstrates proficiency in consolidation, internal reporting, budgeting and forecasting
- Experience in strategic thinking with strong quantitative and qualitative analytic abilities
- Microsoft Office Suite (Excel and PowerPoint) – Advanced Skills Required
- Experience participating in closing processes, ensuring accuracy and timely receipt of data
- Experience working in Accounting or Finance
Education on an Accounting / Financial Analyst Resume
Make sure to make education a priority on your accounting / financial analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your accounting / financial analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Accounting / Financial Analyst Resume
When listing skills on your accounting / financial analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical accounting / financial analyst skills:
- Excellent and professional communication skills: written and verbal
- Process Excellence Understands and effectively applies process knowledge to drive operational excellence
- Advanced end-user computer skills
- Intermediate to advanced skills with Microsoft Word, Xcel and AccessOffice applications required
- Intermediate to advanced skills with Microsoft Word and Excel required
- Intermediate to advanced skills with Microsoft Word, Excel and Access required
List of Typical Experience For an Accounting / Financial Analyst Resume
1
Experience For Accounting Financial Analyst Resume
- Collaborating with various teams across Epic to review and understand pertinent contract implications and ensure accurate and timely billing and revenue recognition
- Participate in and support accurate month-end, quarter-end and year-end accounting close cycles and development of subsequent internal and external financial statements, and required regulatory reporting forms and tax filings
- Traditional accounting experience in a including journal entries, month end close and reporting, preferably in a large matrixed corporate environment
- Experience (internships included)
2
Experience For Senior Accounting / Financial Analyst Resume
- Organize, prioritize and meet deadlines
- Assist, lead and work cross functionally to achieve project planning and forecasting deliverables
- Assist in accounting research and preparation of memos to support the accounting proposal for significant or complex transactions
- Compile data through the use of data extracting tools, including the use of Monarch to create models, projects and .bat files
- Research issues and provide supporting documentation
- Ensure compliance with accounting control requirements (SOX, IFRS standards, etc)
- Performs annual SOX compliance testing to support management’s assessment of internal controls
3
Experience For Senior Accounting & Financial Analyst Resume
- Ensure the accurate and integrated flow of information across the various reporting systems to report financial results to Corporate
- Perform root cause analysis when researching variances within reconciliations. Assist and guide teammates with research methods and tools
- Perform various daily/monthly schedules and other accounting-related tasks as required
- Research and resolution of past due account balances
- Advise management of risks
- Perform customer follow up on past due invoices
- Identify root cause for delinquency and maintain communication with internal Credit Management and Customer Service
- Identify trends and related risks in customer account changes and communicate to Sales and Credit Management
4
Experience For Accounting / Financial Analyst Iv-plymouth Resume
- Technically savvy in Excel and Word
- Driven and Motivated personality
- Responsible for the timely and accurate completion of the Enterprise Services budget/forecast. Analyzes current and projected financial results including the review and accumulation of budget/forecast data and maintaining and updating support models
- Works with Risk, Legal, and other various support services personnel to identify and develop enhanced reporting. Evaluates current reporting tools and processes. Recommends alternative methods and tools to management. Incorporates new tools and processes into existing environment. Trains Impacted users
- Preparation, monitoring, and presentation of the forecasting/regulatory stress testing calendar and materials for the Enterprise Services division. Reviews projected materials with the divisional finance executive vice president and various department leaders
- Prepares/reviews variance analysis of business results to provide management with feedback on achievement of goals. Distributes results, communicates with Financial Reporting & Executive management, and recommends corrective actions
- Serves as a project leader for an assigned group of less-experienced financial analysts. Manages multiple-step complex projects or several smaller less complex projects simultaneously. Recommends action plans to management and leads implementation
5
Experience For Entry Level Accounting / Financial Analyst Resume
- Supports month-end close activities, prepares and analyzes schedules, reports and/or journal entries and understands their impact on the overall financials
- Identifies problem areas when looking at information, seeing patterns, trends or missing pieces, noticing when a current situation is similar to a past situation and identifies the similarities
- Questions inconsistency in financial data elements
- Assist in close processes including reporting financial data from general ledger system into consolidation system, analyzing financial results and explain variances from budgets, reconciling mapping and financial flows and coordinating with the accounting team to proactively resolve issues
- Assist/prepare reporting packages in consolidation system, including balance sheet, profit and loss, and cash flow
- Assist in the preparation of IFRS and statutory financial statements and various reports for internal and external parties
- Interact, present and work with various business department and project leaders to produce and analyze financial information
6
Experience For Duhs Treasury Accounting Financial Analyst Resume
- Assist in the timely and accurate preparation of the annual budget
- Strives to continually improve the efficiency and effectiveness of all processes by soliciting feedback, openly listening and evaluating feedback and questioning processes
- Assures work is planned in accordance with approaching deadlines and appropriate measures are taken to assure efficient compliance with deadlines
- Documents procedures and processes
- Responsible for the reconciliation of various Investor custodial accounts using the Black Knight (Fidelity/MSP) bank reconciliation workstation or Sunrise Recon application, meeting required bank, investor & regulatory guidelines
- Assist in the compilation of required documentation for internal and external audit requests
- Perform delegated tasks & project work as assigned by management
- Perform problem resolution around more complex issues and recommend solutions
7
Experience For Accounting & Financial Analyst Resume
- Represent area in cross functional meetings
- Communicate with internal cross-functional areas, business partners and investors to resolve complex inquiries/issues and make recommendations for procedural changes if necessary
- Reconciliation of monthly vendor statements and payments
- Resolution of invoice/payment discrepancies with clients and vendors
- Analyze, review and prepare balance sheets accounts analysis
8
Experience For Senior Ccar Accounting & Financial Analyst Resume
- Analyze, review and prepare profit & lost results analysis, horizontal and vertical analysis
- Maintains accurate ledger accounts and other various accounting and/or financial records. Produces monthly, quarterly and/or annual financial statements and management reports
- Generates forecasts and analyzes trends in sales, finance or other related areas of interest. Researches and analyze rates of return, depreciation, investments and other financial indicators. Provides findings/recommendations to management
- Prepares, examines, and analyzes accounting records, financial statements, or other financial reports to assess accuracy completeness, and conformance to reporting and procedural standards
- Direct experience
9
Experience For Senior Accounting Financial Analyst Resume
- Participate in the monthly closing of the general ledger, interpreting and analyzing financial information and presenting results
- The preparation and development of useful analysis tools, exception reporting, phasing, trends etc
- Prepare, coordinate or review other daily, weekly or monthly departmental reporting requirements
- Product cost/quotes calculation
- Bill of material analysis
- Free cash flow analysis
- Review and keep the cash cycle program in-line with company requirements
10
Experience For Country Accounting & Financial Analyst Latam Resume
- Preparation of daily and weekly Federal Reserve reporting. This includes using a variety of reports and tools to perform a high level analysis of the Bank balance sheet, prepare reclassification entries as needed, and perform analytic review of day-to-day balance fluctuations
- Create and update procedural documentation, adhering to the protocols and guidelines of financial reporting, generally accepted accounting principles and internal controls
- Participate on special projects and operational integration activities, including interaction with other departments
- Contribute to the resolution of complex research issues and provide support to management
- Analyze client billings to clients VMS system and coordinate timely follow up with field representatives to clear discrepancies
- Maintain detailed documentation of events, i.e. conversations, contacts, discrepancies, etc.,
List of Typical Skills For an Accounting / Financial Analyst Resume
1
Skills For Accounting Financial Analyst Resume
- Experience in Public Accounting or Financial Institutions/Investment Banks
- Knowledge of and experience working with JDEdwards highly desirable
- Experience in corporate or public accounting required
- Coordinate across the organization and drive continuous improvement in the cash cycle and experience for our client-serving team members
- Strong focus on people development, mentoring and coaching
- Decisiveness with a strong work ethic
- Strong ability to assist in problem resolution for field consultants
- Strong ability to quickly learn system tools to manage business functions
2
Skills For Senior Accounting / Financial Analyst Resume
- Strong ability to work independently in an organized manner with little supervision
- Direct experience
- Providing financial analysis and input on various company operations including forecasting and special projects
- Accounting Processes and Systems Applies an understanding of United States (GAAP)
- Creating and implemented process controls
3
Skills For Senior Accounting & Financial Analyst Resume
- Creating financial models relevant to crucial business decisions, including the global expansion of Epic
- Process Accounts Receivable including preparing payment requests, handling deposits, and collections
- Serves as a SAP subject matter expert in the financial reporting area and provides active support during the SAP implementation and stabilization process
- Work with management to coordinate forecasting and planning activities for the department
- Utilizes advanced problem solving abilities and maintains questioning mind
- Assist Manager with developing training plans for new associates
- Build & develop new processes for collecting and analyzing data
- Participate in monthly close, budgeting, and forecasting processes
- Collaboratively and consistently applies regulatory accounting, tax, and legal best practices in all transactions
4
Skills For Accounting / Financial Analyst Iv-plymouth Resume
- Identify, execute and implement initiatives or opportunities for continuous improvement in finance and accounting
- Educate key personnel in the management and financial accounting processes and systems
- Collaborate with Supply Chain providing analytical support to the contracts team
- Assist with developing staff at site and Paramaribo
- Assist in generating reports for management
- Assist in developing processes associated with new business initiatives under Manager’s direction
5
Skills For Entry Level Accounting / Financial Analyst Resume
- Assist in formulating changes or new procedures to accommodate investor requirement/Bank policy changes
- Adhere to established policies, procedures and limits focusing on observable breaches in Corporate Risk policies
- Become an expert in financial reporting to convey information to the founders and key decision makers
- Prepare journal entries, invoices, and posts into accounting system
- Lead process design efforts to influence billing cycle through active involvement in our ERP system integration and process revisions
- Manage monthly assigned accounts receivable portfolio, by contacting new and delinquent customers to discern cause of non-payment and to facilitate payment
- Develop efficient processes for invoicing to support cash application on receipts from clients with vendor management systems (VMS)
6
Skills For Duhs Treasury Accounting Financial Analyst Resume
- Identify quality issues contributing to delinquent balances and initiate resolution
- Proactively engage IT with observations regarding system issues and opportunities for process improvement
- Develop collaborative relationships with field management to systematically and proactively bring awareness to potential risks
- Continually assess the control framework to identify weaknesses, inefficiencies and control opportunities to strengthen the control environment
- Review variance commentary and assist with managing the analysis review to ensure the financial information submitted to the Region and Denver is accurate and approved by GMO and SBM
7
Skills For Accounting & Financial Analyst Resume
- Assist with managing monthly mine summary results including Cash flow, EBITDA analysis and assist with information for Operations and Projects Council (OPC), Monthly Management Meetings (MMM) and support of monthly post-close
- Ensure proper recording of assets under US GAAP, reviewing capitalization process
- Review the monthly capital expenditure report, depreciation calculations and operating expenses to cost center owners
- Review analysis on Financial Statements to ensure satisfactory control and presentation
- Assist Site Accountants in cost review meetings and presentations
8
Skills For Senior Ccar Accounting & Financial Analyst Resume
- Provide the framework for the preparation of Management reports for actual costs to budgets and forecasts for both owners’ costs and the Project management team for the Project AFE
- Monitor administration of EPC managed bank accounts and review the Company’s project group and EPC cash flow forecasts and funding requests. Review bank reconciliations for bank accounts utilized for EPC
- Accountable for various calculations in accordance with US GAAP including Inventory Model and NRV calculations
- Ensure review processes are in place for the EPC contractor invoices' for contractual compliance and reasonableness
- Develop the fixed asset register structure and ensure cost is assigned accordingly in accordance with the company’s criteria; and
- Participate in the closure of the project contracts to ensure that contract closure checklist is completed
9
Skills For Senior Accounting Financial Analyst Resume
- Analyze the month end close process, assist with preparing accurate Financial Statements according to US GAAP and compliance with SOX controls and accounting policies. Including, understanding all accounting policies, processes and procedures and lead communication of potential impacts
- Review analysis on Financial Statements to ensure satisfactory control and presentation. Including, without limitation, Trial Balance, Balance Sheet and Cash Flow analysis; and
- Identify opportunities for continuous improvement and process redesign and provide support and coaching to finance and accounting staff regarding business improvement tools and methodology; and
- Ensures strong business controls are in place and adhered to
- Work well individually or within the team environment and is able to build effective relationships with all levels and roles in the organization
- Understanding financial/ accounting systems and softwares
- Planning and Organizational Awareness
- History of academic and professional success
10
Skills For Country Accounting & Financial Analyst Latam Resume
- Knowledge of financial statements and analytical techniques
- Assess accuracy of data based on comparisons to forecasts
- Willingness to question assumptions, explain analyses and form conclusions
- Relocation to the Madison, WI (reimbursed)
- Prepare and present various financial analysis presentations to Sr. Management
- Responsible for data collection, documentation and preparation of workpaper support for various assigned tasks
- Self-motivated, proactive and displays high level of work ethic
- Able to successfully function in a tight deadline oriented environment
List of Typical Responsibilities For an Accounting / Financial Analyst Resume
1
Responsibilities For Accounting Financial Analyst Resume
- Assist Manager in formulation and implementation of policies and procedures for assuring timely receipt and accuracy of invoices, collecting past due balances, and applying cash
- Prior experience of substantial diverse financial analysis and accounting
- Experience in corporate planning, business strategy, operational finance or consulting
- Experience in corporate planning, business strategy, or consulting
- Experience of which at least 2 in Public Accounting
- Experience in building complex financial models
2
Responsibilities For Senior Accounting / Financial Analyst Resume
- Investor Reporting experience
- Related experience in finance / controlling
- Experience invoicing in a complex environment
- Experience in public accounting or other corporate financial environment
- Exposure to researching accounting conclusions documenting support for conclusions reached
- Assist in the identification and assessment of accounting, reporting, and operational issues
3
Responsibilities For Senior Accounting & Financial Analyst Resume
- Support the agencies as needed, especially in meeting WPP’s reporting requirements (which are submitted via SAP BFC)
- Investigate findings and gain an understanding of cause and effect
- Big Four accounting firm - advantage
- Has had exposure to operational accounting concepts of inventory, procurement, payables, receivables, and revenue
- Knowledge of M&T’s mortgage servicing system
- Knowledge of financial statement modeling and business analysis
- CPA, CMA, CIA or other accounting, financial or audit certification
- Participates in timely and accurate monthly financial statement review and variance reporting
4
Responsibilities For Accounting / Financial Analyst Iv-plymouth Resume
- Prepare accounting journal entries and reconciliations for derivative products
- Lead and/or participate in the annual planning process for assigned functions. Understand and document key budget drivers and assumptions
- Work directly with internal and external customers to improve processes, collect cash, and enhance relationships
- Identify process gaps and work with Manager to implement change
- Performs detailed accounting assignments including gathering and compiling information to prepare entries and to update reports. Provides accounting support and assistance with the preparation of business cases
- 3-5 recent years direct experience
- Monitor office’s working capital, in order to identify risks in a timely manner
- Actual vs Forecast analyses
- Review of all balance sheet and P&L accounts analyses on a monthly basis
5
Responsibilities For Entry Level Accounting / Financial Analyst Resume
- Support the Regional HQ team in review of the agencies’ annual budget and quarterly forecasts
- Support the region’s financial team with any additional tasks e.g. contracts review, regional financial deck, analysis reports etc
- CPA – advantage or passed 2 or more of the final exams
- Is naturally a very organizational individual
- Engage and lead team members
- Proficient in Microsoft Office, SAP, presentation software, expert user in spreadsheet software, intermediate accounting principles, business writing and reading skills, mathematics knowledge to perform cost/benefit analysis
- Analytical Thinking, inclusive of problem assessment and recommendation
6
Responsibilities For Duhs Treasury Accounting Financial Analyst Resume
- Advanced Analysis Problem Assessment
- Be enthusiastic and results oriented, with the ability to drive continuous improvement in business and financial processes
- Investigative, unbiased, analytical mindset; logic-driven; appropriately skeptical
- Intermediate Access skills – position requires majority of processing to be done in Access - database development and the building of complicated financial queries linking to multiple sources in order to process large datasets is required
- Accounting, Finance or related
7
Responsibilities For Accounting & Financial Analyst Resume
- Apply a substantial and broad understanding of the function to develop and analyze key management reports, forecasts and metrics. Provide insights and recommend actions to improve results
- Performs specifically defined tasks related to routine and non-routine/complex reimbursement functions. Timely and accurately completes assigned tasks
- Performs or reviews reimbursement processes (i.e., reconciliation of third-party G/L accounts, calculation of actual and budgeted contractual allowances and variances, monitoring of individual claims (logs), etc.). Interacts with HIM, PAS, and hospital finance staff as needed
- Prepares or reviews cost reports and surveys, reviews audit adjustments and settlements, and files appeals and exception requests to appropriately maximize reimbursement. Interacts with Medicare Administrative Contractor, State Medicaid, and hospital personnel as needed
- Understands and stays current on laws and regulations related to reimbursement
- Researches, collects, classifies, and analyzes statistical data. Participates in the development, preparation, and analysis of financial reports and statements. Serves as a project leader for an assigned group of less-experienced team members
- Three or more years experience in accounting and or financial analysis with a preference toward banking
8
Responsibilities For Senior Ccar Accounting & Financial Analyst Resume
- Strong Accounting/Finance acumen
- Corporate financing experience
- Manages a multiple-step, complex project, or several smaller less complex projects simultaneously. Recommends action or implementation plans to management
- Evaluates major changes in regulations affecting accounting requirements. Reviews technical accounting and regulatory literature and identifies applicability to TCF. Recommends action to management as appropriate
- Prepares complex journal entries; reviews routine journal entries prepared by others
- Works with management to identify and develop enhanced reporting. Develops reporting routines to respond to the requests of management. Incorporates enhanced reporting techniques into existing processes and identifies alternatives for improvement
- Assists with the development of internal controls, policies, and procedures. Updates documentation of account descriptions, reconciliation procedures, and accounting policies
9
Responsibilities For Senior Accounting Financial Analyst Resume
- Experience working in fast paced accounting environments
- Utility and regulated industry experience
- Experience with regulated enviornments
- Experience with multiple industry-standard VMS
- Experience with Workday ERP and Salesforce
- Knowledge of group dynamics and group processes
- CPA or CMA or a desire to obtain one
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