Analyst, Financial Resume Sample
Sonya Daniel
5181 Klein Ranch,
Houston,
TX
+1 (555) 278 2422
Work Experience
IT Lead Analyst, Financial Systems
10/2016
-
PRESENT
Dallas, TX
- Support Vendor Managed Inventory functions as customers’ needs warrant
- Provides financial/analytical support to key constituents throughout the organization
- Prepares business cases including financial, operation and economic analysis
- Provide accounting support to ERP team
- Identify areas of the business for process improvements
- Work with all areas of the business to improve efficiencies utilizing the ERP system
- Assist in training business users utilizing the ERP system
- Assist in developing training materials for the ERP system
Analyst, Financial
07/2012
-
05/2016
Philadelphia, PA
- Assist in troubleshooting system issues and offer/implement solutions
- Work with ARI management to fulfill new business requirements utilizing the ERP system
- Develop, test and roll out reports based on requirements from the business
- Assist in developing, testing and implementing financial solutions for ARI
- Point of contact for accounting with ERP issues
- Liaison from business to ERP team
- Perform financial analysis for review by management
- Analyzes financial and non-financial data to help drive business decisions
Analyst, Financial Control
12/2005
-
01/2012
Houston, TX
- Articulates results, variances and key drivers effectively
- Demonstrates knowledge of the business and industry in analyses
- Updates scenario models
- Develops recommendations and alternatives to meet objectives
- Assist in addressing analytical questions raised by the External Auditors’ review of the applicable International Entities. Prepare and maintain reports complementary to that review
- Analysis and collection of client’s requirements
- Analysis of “As Is” and “To Be” processes
Education
Strayer University - Huntsville Campus
1999 - 2004
Bachelor's Degree in Accounting
Professional Skills
- Established communication skills, develop and execute effective presentations to BU finance and operational staff , established understanding of internal and external applications
- Strong organizational and time management skills with the ability to multitask, prioritize, and manage time effectively
- Strong organizational and interpersonal skills, with demonstrated success at working well with all levels of an organization
- Strong problem solving skills and resourcefulness in tackling challenges
- Strong stakeholder engagement skills and understanding their requirements for effective execution
- Demonstrated organizational, interpersonal and problem solving skills
- Strong relationship building, interpersonal communication and collaboration skills
How to write Analyst, Financial Resume
Analyst, Financial role is responsible for excel, interpersonal, advanced, analytical, analysis, database, powerpoint, finance, accounting, reporting.
To write great resume for analyst, financial job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Analyst, Financial Resume
The section contact information is important in your analyst, financial 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 Analyst, Financial Resume
The section work experience is an essential part of your analyst, financial 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 analyst, financial responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular analyst, financial position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Analyst, Financial resume experience can include:
- Excellent quality control skills and production control skills to tight deadlines
- Excellent organizational skills, handle pressure and rapidly changing priorities well
- Progressive finance experience (financial analysis, and reporting knowledge skills)
- Solid PC skills including an advanced knowledge of MS Excel
- Experience in SAP BPC/EPM system administration with prior functional experience in an Accounting and/or Finance role
- Strong analytical skills in math and problem solving
Education on an Analyst, Financial Resume
Make sure to make education a priority on your analyst, financial resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analyst, financial 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 Analyst, Financial Resume
When listing skills on your analyst, financial 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 analyst, financial skills:
- Strong calculus skills, some understanding of SDE’s, PDE’s and a knowledge derivatives products would be an asset
- Manage competing priorities effectively and efficiently
- Personal strengths in analytical core competencies including critical thinking, results focused, value creation, and disciplined problem solving skills
- Proven leader with experience in gaining support of others through positive working relationships
- Strong financial experience in the following areasare required: P&L, analysis and forecasting, process work-flow, SOX
- Possess a high level of analytical and problem-solving skills with the ability to work independently
List of Typical Experience For an Analyst, Financial Resume
1
Experience For Analyst Financial Resume
- Strong written, verbal and interpersonal skills and ability to communicate effectively with all levels both internally and externally
- Proven experience developing and delivering robust, innovative BI solutions: from data sourcing and transformation to report and dashboard development
- Preparing and submitting monthly reports for inclusion in the group’s consolidated accounts
- Experience in working with financial data; including Profit & Loss, Accounting, and high-volume transactional data
- Progressive experience working in a finance or accounting role
2
Experience For Analyst, Financial Control Resume
- Assist department manager in the analysis of month-end closing for the Supply Chain through monthly and quarterly waterfalls versus plan and prior year
- Validate the translation and revaluation of foreign currencies in the general ledger and financial reporting system (HFM)
- Participate in the definition & review of accounting changes that could impact the consolidation of the financial statements
- Construct and monitor those cost-effective data accumulation systems needed to provide an appropriate level of costing information to management
- Analyzes, validates, tracks and reports for System-level Forecasting model
- Operates and maintains the corporate financial model to support the annual planning, monthly reforecasting, and periodic rate case processes
- Broad training in a related field usually acquired through graduate level education or work-related experience
- Assist with the consolidation and review of the department financial results, specifically, inflation and the strategic procurement initiatives (SPIs)
3
Experience For Analyst, Financial Systems Resume
- Ongoing analysis of process constraints, target costing projects, margin analysis, and tracing costs back to underlying activities
- Drafting, processing and preparation of reports and presentations
- Developing and promulgating Key Component (KC) responsibilities associated with the customer’s internal guidance packages as appropriate
- Assisting with other accounting projects
- Assisting in production of statutory accounts, liaising with external auditors and internal tax team
- Problem solving, analytical thinking and communicating with other departments as necessary to accomplish accounting objectives
- Support variety of corporate departments by creating and maintaining financial reporting
- Ensure timely and accurate processing of allocations, production pricing, and sales data for purposes of financial reporting and royalty owner payments
4
Experience For Analyst, Financial Operations Resume
- Provide financial analysis and support to Marketing leadership in their Pricing strategies, focusing on Value, Transactional, and Pass-Thru opportunities
- Provides support to global Accounting Operations, including month-end finance close assistance, reporting and analysis
- Aid in the month-end close, including opening and closing of GL periods
- Assist in defining a reporting strategy within SAP environment and guiding the organization to that collective vision
- Develop Functional Specification documents including data flows, processes, training, and testing
- Deliver end user training on the reporting tools and underlying data sets, support power users with report developments
- Desired knowledge: SAP, Costing System, Budgeting and control methods, Local an US accounting standards, free trade zone rules
- Supports business areas for budgeting and forecasting
5
Experience For Analyst Financial Services Resume
- Completes variance analysis on pricing programs to determine gaps and works to close those gaps by working with team members
- Coordinate with Team Leads, Financial Analysts and others on updating/revising outlooks
- Ensure accurate management of proposal and accounting support information to meet auditing requirements
- Create and execute automation and data mining requests utilizing SQL, Access and Excel
- 10%: Responsible for determining and monitoring each of the company’s 470+ stores comp status and projected comp sales dollars
- Support the monthly forecasting process driving continuous improvement to reduce variances
- Provide financial analysis and support to the segment’s organization in building the 5 year plan (STRAP) and annual operating plan (AOP)
- Support the monthly close process, providing analytics to guarantee accurateness and timely reporting to management
6
Experience For Analyst Financial Svcs Resume
- Where compliance or process breakdowns occur being involved in the root cause analysis and mitigating process fixes and controls
- Timely respond to all inquiries/issues relating to Oracle, as well as other operating systems
- SAP BO Universe design, Webi Development, trouble shooting and requirements gathering
- Develop a deep understanding of the VSD Financial data model, including metrics, definitions, and business context
- Assist MSI users throughout the business with updates, break-fixes, and modifications to existing reporting
- Definition of test plan and support in all testing phases
- Project’s Management and monitoring of all phases
- Supports process improvement initiatives for the forecasting cycle, both within the team and with cross-functional teams
7
Experience For Project Analyst Financial Resume
- Assist senior management in the evaluation of prospective business arrangements / opportunities, ticketing initiatives, changes to business practices
- Provide support for external audits and annual MLB revenue sharing audit
- Collaborates and partners with respective commercial team members (sales, marketing) and finance team members to drive analysis of business trends
- Lead profitability discussions with peer group to share best practices and modeling techniques
- Communicates pricing strategy across the organization and with all levels of the organization
- Calculate monthly capital and operating expense accruals for Asset Teams
- Develop ad hoc and new business programs analysis, ROI’s, and financial models utilizing sensitivity and scenario tools
- Assist in the vendor bid and award process including cost comparison and bid review meetings
8
Experience For Business Applications Analyst Financial Resume
- Design, development and testing methodologies
- Support the preparation and monitoring of KC’s performance measurements in accordance with the customer's guidance when required
- Assist engagement team with preparing client specific reports for client’s view
- Intermediate proficiency using business intelligence tools such as Essbase
- Intermediate proficiency using financial management applications such as PeopleSoft
- Assist in the monthly accounting for the Company’s pension plans and in the preparation of the annual benefit plan financial statements
- Prepare the annual budgets and long term forecasts for businesses, working closely with plant management to identify key inputs to the process
- Responsible for Plan templates gathering volumes/rates from field finance for Plan & LE’s
9
Experience For Analyst, Financial Business Systems Resume
- Load all plan information into Hyperion Essbase, provide status updates during process, and ensure consistent approach across all Regions
- Perform ad-hoc reporting and analysis requests from Regions and Sr. Leadership
- Review of product costing regularly and work closely with OE team on BOM error issues
- Maintains and modifies the Landfill Engineering Excel Models for the Company’s landfill facilities
- Provides financial analysis and helps support ongoing operational initiatives
- Assist with the maintenance of templates, reports, and data in the company’s external budgeting system
- Support the Oracle electronic workflow approval process, including the creation and maintenance of customized workflow
- Maintain and develop financial reports in Oracle, as well as other operating systems
- SAP HANA Modeling, SQL Script, Live date, SLT etc
10
Experience For IT Lead Analyst, Financial Systems Resume
- Partner with internal non-financial managers to assist with financial analysis and forecasting for their departments
- Develops Business Plans while partnering with a variety of Service Lines and Departments
- Performs financial modeling, analysis, reconciliations, data management, etc
- Provides support regarding the use of analytics, reports, methodologies, system databases and source data
- Execute complex, ad-hoc data requests from all areas of the VSD Business leveraging Teradata SQL
- Preparation of functional and technical documents
- Coordination of software development team
List of Typical Skills For an Analyst, Financial Resume
1
Skills For Analyst Financial Resume
- Excellent documentation, testing, communication, and presentation skills
- Excellent organizational, time management, process, analytical and problem solving skills
- Effective, engagement and communication skills
- Solid organizational and time management skills along with the ability to multi-task
- 6) Strong interpersonal skills with ability to work well within a team
- Demonstrated ability to work and communicate effectively with all levels of management
2
Skills For Analyst, Financial Control Resume
- Demonstrated ability to work effectively across functions and across cultures
- Strong analytical and communication skills, detail and deadline orientated
- Strong analytical, organizational and interpersonal skills; attention to detail and accuracy
- Advanced skills in object, data and/or process modeling, financial analysis and planning and business process design
- Proven experience working with and influencing cross functional teams and various levels of management
- Capable of effectively communicating complex ideas and analysis verbally, in document format (like MS Word), and in presentation format (like MS PowerPoint)
3
Skills For Analyst, Financial Systems Resume
- Proficient in the Microsoft Office Suite including advanced Excel Skills
- Financial analysis experience, Accounting, Monthly P&L close experience
- Effectively interact with Senior Level Management
- Manage/organize time, information and resources effectively in order to meet deadlines and respond to requests on a timely basis; multi-task
- Demonstrated ability to manage large amounts of data, including collection, consolidation, analysis, and synthesizing into a cohesive framework
- Experience in public accounting and/or previous accounting experience, preferably with manufacturing focus
- Accounting / auditing working experience and 1 year in Investment Banking
- Experienced in analyzing and interpreting complex data, including modeling
4
Skills For Analyst, Financial Operations Resume
- Experience leading and working in a diverse, changing and growing business environment
- Experience performing financial analysis, planning, and management reporting
- Experience in planning, forecasting and financial modeling
- Strong understanding of financial operations, business planning and forecast processes
- Support planning and implementation of appropriate activities in response to the issues affecting the effectiveness of ICFR
- Experience building complex and dynamic ad hoc models, clearly identifying assumptions, rates and volume drivers
5
Skills For Analyst Financial Services Resume
- Experience with financial modeling and multi-dimensional databases
- Some experience with analyzing P&L Statements, Balance Sheets and Cash Flow Statements
- Solid understanding of financial principles, financial statements and associated processes and tools
- Progressive finance or accounting experience required
- Demonstrated track record of delivering results beyond expectations
- Demonstrate knowledge of the theory, methods, principles and practices of accounting management
6
Skills For Analyst Financial Svcs Resume
- Solid background and ability to generate forecasts, ad-hoc reporting, qualitative and quantitative analysis
- Collaborate with internal stakeholders to ensure the effectiveness of various working capital programs
- Demonstrated ability to create complex spreadsheets and reports, using Microsoft Excel, Microsoft Access and/or other systems as necessary and available
- Carry out various centralized FP&A and consolidating activities for the total global ORV business
- A strong command of MS Office applications, especially in Excel
7
Skills For Project Analyst Financial Resume
- Can demonstrate regular and reliable attendance at work
- Casino experience
- Generate consolidated invoices within set parameters and deadlines
- 2)Diligent, thorough and with strong work ethic
- 5)Proficiency in use of IT applications, SAP experience would be an advantage.
- Business Unit/Function consolidation and variance explanation
- Demonstrated ability to work with detailed information, producing high quality output which is precise, free of errors, and delivered in a timely manner
8
Skills For Business Applications Analyst Financial Resume
- Operate in a fast-paced, high profile environment with tight deadlines
- P Proven knowledge of GAAP, particularly accounting and internal control dydynamics
- Previous experience with reconciliations within a complex organisation
- Strong commitment to superior and professional customer service
- Proven proficiency in Finance tools for Information Technology
- Two years of progressively more responsible experience in Accounts Payable, Account Receivable and/or fiscal management
- Previous financial reconciliation experience, ideally within financial services
- Excellent communication and stakeholder management ability
- Experience in Accounting/Finance required
9
Skills For Analyst, Financial Business Systems Resume
- Extensive experience in financial modeling in various (Excel, PowerPoint, Access) Microsoft tools required
- Extensive experience in various Microsoft tools required (Excel, PowerPoint, Access)
- Hyperion and MAPICS experience highly desired
- Providing financial analysis for the MSG business including financial planning, budgeting, forecasting, analysis, and reporting
- Assisting the Finance Manager in providing the marketing and sales team with financial support and analysis including modeling significant initiatives
- Contributing to the monthly closing process in performing financial analysis on sales and margin results
- Providing budgeting and forecasting support for costs and expenses across the Business
- Supporting standardization of analysis, reporting and financial processes across the business financial team
10
Skills For IT Lead Analyst, Financial Systems Resume
- Developing templates and documenting processes
- Coordinating review and analysis of operating expenses
- Supporting system of financial measurement and control for the management of the business by supporting the purchase requisition process
- Troubleshooting errors on inbound and outbound data feeds and facilitate resolution with information services and third party data processing vendors
- Preparing ad hoc reports and analysis to support department and Business activities
- Working knowledge of financial and operational systems
- Providing written credit recommendations to management
- Assisting in preparing audited accounts and liaison with auditors and tax representatives
List of Typical Responsibilities For an Analyst, Financial Resume
1
Responsibilities For Analyst Financial Resume
- Strong analytical and communication skills; comfortable dealing with peers and management
- Continuing development in functional/technical skills
- Advanced Excel and Access skills, including VBA required
- Proven experience of meeting tight deadlines
- Computer skills: MS Windows including intermediate Excel, Word, and PowerPoint; basic Access, and advanced knowledge of SAP
2
Responsibilities For Analyst, Financial Control Resume
- Advanced Microsoft office skills including advanced Excel Power Pivot
- Progressive financial experience, including planning, forecasting, financial analysis, and reporting
- Experience working in an accounting / reporting function within an investment bank
- In financial reporting, analysis, budgeting or related experience
- Experience in developing and enhancing financial systems to improve processes/efficiency/work product
- Three years’ experience with SQL queries, with an emphasis on writing and modifying report code
- Experience in generating data sets with SQL recommended
- Develops understanding of compliance controls and demonstrates adherence in activities and output
- Experience with ERP (Enterprise Resource Planning) solutions such as SAP, PeopleSoft, or Hyperion
3
Responsibilities For Analyst, Financial Systems Resume
- Work independently according to priority and current projects
- 2 – 5 Years Financial Analysis / Financial Reporting experience
- Experience working with Hyperion Applications such as; Hyperion Financial Management (HFM), Smartview, Financial Data Management (FDM)
- Oil and Gas accounting experience
- Five years of budget, accounting or related experience; OR,
- Professional experience in root cause analysis; research and problem solving
- Progressively responsible experience in Accounting related field
- SAR requirements Filing Experience
- Gathering, analyzing and reporting of information to monitor actual performance against budgets
4
Responsibilities For Analyst, Financial Operations Resume
- Assisting Business Managers in month-end and year-end processes for all Penguin Publishing Group imprints
- Presenting and communicating data to Business Managers in a timely and accurate manner for any projects assigned to them
- Working towards or achieved one or more of the following
- Working knowledge of budget preparation and forecasting for cost centers / balance sheet accounts
- Gathering & preparation of background & historical information and budget packages for departmental budget completion
5
Responsibilities For Analyst Financial Services Resume
- Analyzing current and past financial data and performance
- Reporting on key financials and metrics – daily, weekly, and monthly
- Willing to work after hours as needed in order to meet deadlines
- Updating procedure manual as and when required
- Develop & maintain databases for completing, summarizing, reviewing, tracking and reporting budget information at account, department and institutional levels
- Assist in supporting the financial cycle, including budgeting, forecasting, and variance analysis to support long-term planning
- Completion of budget reporting packages (both internal and external), including Annual Operating budgets and State Spending Plan
6
Responsibilities For Analyst Financial Svcs Resume
- Financial planning, including quarterly forecasting, annual and multi-year business plans
- Updates department dashboards, including calculating ratios and graphing trends
- Complete various monthly forecasts, annual budgeting reporting process, operating plan variance analysis and special projects
- Financial and analytical support relating to logistical support programs including startup phase and operating phase
- This includes formulating process flowcharts, financial planning, and cost control monitoring
- Fervent about helping others, serving others and enabling others to succeed
7
Responsibilities For Project Analyst Financial Resume
- Ensure regulatory reporting is compliant by adhering to frameworks and controls
- Support management ICFR - JGAAP (J-ICFR) & USGAAP (US-SOX) evaluation and conclusion (walkthrough, testing, and issue handling)
- Assist in project management for annual ICFR evaluation cycle (planning, scoping, status management, and coordination with internal/external auditors)
- Work is performed without appreciable direction using independent judgment and discretion. Exercises considerable latitude in determining technical objectives
- Assists with ongoing systems and process improvement initiatives to assure efficient data capture and reporting capability
- Develop and Manage trade rates by working with the Sales Finance Managers and Sales Controller to include claim tracking from Blacksmith
- Provide accounting oversight on all trade spending accruals to include period end close
- Prepares, analyzes and distributes various financial and statistical reports, to include variance explanations utilizing cost tracing and root-cause analysis
8
Responsibilities For Business Applications Analyst Financial Resume
- Ensure efficiency and quality of Management Accounting processes & reporting with regard to speed, resources used, quality of the output and data repository
- Supports the Sales Finance Accounting Manager in providing compliance audit control
- Serve as a project lead in developing, design and implementation of forecasting tools and key metrics
- Develop and present supporting explanations for month end results requiring deep variance analysis
- Ad hoc financial analysis of financial and operating metrics to support BOD, Business Unit, CFO and CEO reporting requirements
- Process AP invoices, credits, and prepare information pertaining to sales incentives and marketing programs for customers
- Assists with proforma development, financial modeling, valuation analysis, and other complex business modeling as required
- Makes recommendations for improvement of business modeling, budgeting, and other company financial processes
- Assist in creating user training materials
9
Responsibilities For Analyst, Financial Business Systems Resume
- Support Factory and Program activities in the business management role including being a key participant in all organizational decisions
- Create, Develop, and maintain global monthly reporting packages for key functions – Quality, Logistics, and Manufacturing Operations
- Manage and continually improve the invoicing and allocation processes, ensuring that all revenues are correctly reported
- Ensure that the monthly results for the Corrigo Programme are accurately reflected into Client Account reporting tools, including JDE
- Self-starter and highly proactive in reaching out to business leads across a variety of functions, departments, and reporting locations
- Practiced finance/accounting, i.e. financial statement reconciliations, reporting, balance sheets, G/L
- Relishes in an environment that requires multi-tasking and swift decision making
- FP&A, Budgeting/Forecasting, and Variance Analysis
- Knowledge of the principles of cost accounting and activity-based costing
10
Responsibilities For IT Lead Analyst, Financial Systems Resume
- Develop an understanding of the organization’s working capital needs, build financial analyses and evaluate cash flow opportunities
- Preparation of month end book closing and Group Financial Reporting information
- Responsible for contract vetting, pricing and audit packet creation for sales transactions
- Reconcile and facilitate resolution on receivables regarding all billing discrepancies
- Financial analysis and reporting on receivables, cash collection, and days sales outstanding
- Manage 1099/income filing and reporting for issued payments
- Completes high volume alert investigations into potential money laundering activities involving Northern Trust accounts, clients, operations, or employees
- Comfortable processing large volumes of complex data and presenting analysis to finance team in a concise and actionable format
- Maintain the financial closing calendar and ensure that daily tasks are completed per the calendar
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