Analyst, Financial Analysis Resume Sample
Cade Lubowitz
3313 Douglas Ridges,
Houston,
TX
+1 (555) 755 6078
Work Experience
Associate Analyst, Financial Analysis
08/2016
-
PRESENT
Chicago, IL
- Reviewing and challenging the conceptual design and appropriateness of projection methodologies utilized for capital adequacy assessments
- Highly flexible and adaptable to change with the ability to manage multiple deliver
- Prepare, monitor and process the daily cash and cash related transactions of the Company’s bank accounts in accordance with Departmental and Companywide policies and procedures
- Support the Enterprise Enablement business with strategic and analytical insights and reporting, as well as drive business growth and insights through support of initiatives
- Actively participate in special projects and ad hoc requests to support the Controller, CFO, BU CFOs
- Serve as a financial consultant and business partner
- Support the Wealth Management business with strategic and analytical insights and reporting, as well as drive business growth and insights through support of initiatives
- Contribute to the production of monthly management reporting and analysis of results for business unit and segments/regions
- Actively participate in special projects and ad hoc requests
Analyst, Financial Analysis
05/2013
-
07/2016
Detroit, MI
- Assist in the monitoring of internal controls to ensure accuracy of invoice transactions and month end balances
- Validation of bookings value to sales reps
- Maintain control over all adjustments between sales representatives, e.g. swing requests, ensuring appropriate approvals are obtained before processing
- Issuing sales rep GAFs
- Ensure timely and accurate payment of RSA Americas commissions and submission to payroll
- Drive standardization of processes, reporting, internal controls, and systems
- Communicate with the RSA sales reps to resolve issues in a timely manner
Junior Analyst, Financial Analysis
03/2006
-
12/2012
Houston, TX
- Support integration of insights from client/product profitability analytics with business partnership to more accurately target growth
- Communicate with key stakeholders and segment/region leadership
- Managing Invoice processing for all vendors used in International activities
- Direct AP KPI reporting
- Invoice Query tracking and query resolution
- Deal reviews for PO approvals
- Supporting the Inventory accountant In compiling an accurate GRNI listing
Education
Oklahoma State University - Tulsa
2001 - 2006
Bachelor's Degree in Finance
Professional Skills
- Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed, and logical discussions/presentations
- Strong analytical skills with the ability to adapt the communication of complex items to suit different audiences
- Programming experience is required (Database/SQL/Visual Basic experience)
- Superior critical-thinking and fact-based problem solving skills
- Experience in a multi-currency multinational environment (financial services experience preferable but not essential)
- International Experience studying or working
- Related experience in project analysis and management reporting, planning, and analysis
How to write Analyst, Financial Analysis Resume
Analyst, Financial Analysis role is responsible for database, software, microsoft, analytical, excel, reporting, finance, integration, payroll, design.
To write great resume for analyst, financial analysis job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Analyst, Financial Analysis Resume
The section contact information is important in your analyst, financial analysis 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 Analysis Resume
The section work experience is an essential part of your analyst, financial analysis 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 analysis 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 analysis position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Analyst, Financial Analysis resume experience can include:
- Strong analytical and quantitative skills, critical thinking, and investigative problem-solving talents
- Proficiency with Powerpoint and experience in developing reporting
- Assist in QMR process improvements, including operational tasks and data validation procedures
- Organize and prioritize workload while handling multiple business tasks
- Excellent working knowledge of Microsoft Excel is a requirement
- Organize and determine the priority of tasks to ensure deadlines are being met and work goals are accomplished in a timely manner
Education on an Analyst, Financial Analysis Resume
Make sure to make education a priority on your analyst, financial analysis 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 analysis 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 Analysis Resume
When listing skills on your analyst, financial analysis 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 analysis skills:
- Strong communication skills; able to interact confidently with senior leadership
- Strong communication skills in a foreign language
- Emphasis on financial operations, strong verbal and written comms (dealing directly with client base) and Outlook and Excel
- Related experience as a financial or business analyst in a corporate setting
- Demonstrated ability to prepare and present quantitative, financially oriented presentations, reports, and research results
- Motivated self-starter; able to prioritize and manage multiple tasks in a fast-paced environment
List of Typical Experience For an Analyst, Financial Analysis Resume
1
Experience For Associate Analyst, Financial Analysis Resume
- Conducting User Acceptance Testing of technology enhancements, and developing End User Computing compliant documents
- Provides management with a more complex financial perspective for his/her assigned areas of responsibility
- Provides support to financial analysis team members in the preparation and delivery of complex financial information for his/her assigned area(s) of responsibility
- Emphasis on reconciliations
List of Typical Skills For an Analyst, Financial Analysis Resume
1
Skills For Associate Analyst, Financial Analysis Resume
- 4 ¿ 6 years of related experience in project analysis and management reporting, planning, and analysis
- Validate expense and revenue allocations to business units
- Billing and collections researcher
- Reviewing issues, debits, credits, and client balances
- Pricing strategy analysis & support
- Company catching up on on collecting outstanding AR/invoices and this team is now leading the charge
- Assist Director of Finance, Revenue Management in developing and updating pricing policies, processes, and procedures
- Conduct data gathering and analysis using external and internal sources to solve complex problems and facilitate executive decision-making
2
Skills For Junior Analyst, Financial Analysis Resume
- Current team is of billing collectors and they field phone calls and emails related to billing and collections
- Contributes to the continued development of analysis, forecasting and modeling tools
- Review complex or upset client situations with sense of urgency, attention to detail, and client facing courtesy
- Perform financial and statistical analyses on large data sets to inform pricing strategies, tactics and price points for new products
- Develop and implement economic models to project the financial impact of alternative pricing structures across Inmar’s lines of business
- Prepare reporting, dashboards, proforma calculation tools to assist with renewals and RFPs
3
Skills For Senior Financial Analyst, Financial Analysis Resume
- Work with Director of Finance, Revenue Management and Sales to develop strategy, revenue forecasts and approve pricing on key renewals and RFP’s
- Provide ad hoc analysis and reporting for sales and finance leadership
- Perform month-end financial adjustments to Management Reporting database to synchronize with other financial systems
- React and
- Prepares forecasts and analyzes trends in manufacturing, sales, finance, general business conditions, competitors and other related areas within the industry. Utilizes computer systems to compile and prepare reports, graphs and charts of data developed. Assists in the
4
Skills For Actuarial Analyst, Financial Analysis Resume
- Ideally need a business analyst - good client facing skills (verbal and written comm), handle unhappy clients or clients who have issues (not afraid to ask questions or gain clarity from clients)
- Able to handle reconciliations
- Conduct deep-dive financial analysis on Inmar lines of business to understand revenue and profit drivers, making recommendations to improve revenue and grow overall client ACV
- Oracle Hyperion Planning Resources
- Other attributes successful for the role include being results driven, proactive
- Generate consensus, deal with conflicts appropriately and can take an unpopular stand
- Graduate in Business, International Relations, Finance or related areas
- Be proactive, flexible, reliable
- Customer focused and thrive in fast paced business environment
5
Skills For Analyst, Financial Analysis Resume
- Assist in the monthly/quarterly/annual reporting process, preparing analyses and reports of results relative to prior year, prior month, and/or Plan focusing on key business factors driving financial performance
- Coordinate maintenance of line of business, product and account hierarchies for financial reporting systems
- Assist in the analysis for and production of monthly/quarterly/annual presentation of results to the Board of Directors
- Assist in the monthly/quarterly forecast process
- Actively participate in special projects and ad hoc requests to support the Corporate Controller and group manager
6
Skills For Associate Analyst, Financial Analysis Resume
- Translate MRPA/BU Finance needs into business requirements to be used by the financial systems team to automate systems processes
- Conduct financial analysis to set up/change revenue/expense/balance sheet allocation rules in response to business needs
- Support planning/forecasting processes by interfacing with the systems team and the BUs and data analysis required to support centralized planning for specific expense and revenue lines
- Perform monthly data validation process. Perform monthly/quarterly/annual reporting processes, preparing analyses and reports of results relative to prior year, prior month, and/or Plan focusing on key business factors driving financial performance
- Actively participate in special projects and ad hoc requests to support Management Reporting functions
- High energy professional with a history of meeting deadlines
- Interact and communicate with Finance and Annuities business line financial management, including senior management
7
Skills For Junior Analyst, Financial Analysis Resume
- Assist in financial analysis for production of monthly/quarterly/annual presentation of results to the Board of Directors
- Support the monthly close and annual plan processes for revenue and cost allocations. Streamline the processes to create efficiencies while ensuring robust governance
- Participate in all facets of revenue and cost allocation design and implementation, including interaction with business unit management, development of business requirements (if applicable), and execution of allocation methodologies
- Experience working in a finance team would be an advantage
- Experience in an Inventory or Accounts Payable position, within a multinational and/or Shared Services environment would be an advantage
- Experience in Financial Analysis or comparable fields
8
Skills For Senior Financial Analyst, Financial Analysis Resume
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Hyperion
- Travel Type: National Domestic
- Deliver detailed, persuasive customer performance data analysis
- Ensure departmental goals and objectives are met
- Preparation of the quarterly commissions reporting package for corporate, tracking commissions performance/analysis against quota for distribution to senior management
9
Skills For Actuarial Analyst, Financial Analysis Resume
- Strong Microsoft Excel skills (pivot tables, macros, and vlookup formulas)
- Detail orientated with strong internal controls and business ethics
- Accountability and Results driven
- Execute and attain stretch goals and to multi task in a fast paced environment
- Working closely with Inbound Controller, understand operational drivers surrounding actual results, prepare monthly accruals and perform billings matching against accruals
- Focus on improving internal processes to increase accrual accuracy, streamline the accrual and billing matching processes and gain improved visibility to operational drivers
10
Skills For Analyst, Financial Analysis Resume
- Independently manage tasks as well as collaborate within the team and across the broader Financial Planning and Analysis teams
- Translate and integrate operational metrics and variables into financial outputs and analysis
- Maintains working knowledge of current Financial Planning and Analysis trends, tools, and resources with the ability to learn and enhance the future state through improvements, innovations, and future tools and resources
- Evaluates financial information to develop and deliver more complex, standard, and ad-hoc financial analysis
- Prepares and analyzes Annuities monthly & quarterly earnings memo and dashboard that includes financial statements, key performance drivers, analysis of key business trends and delivering explanations of earnings drivers and variances
- Prepares, analyzes and presents on complex financial information and earnings across multiple basis of accounting and reporting for his/her assigned area(s) of responsibility
- Gain an understanding of and be able to perform Annuities segment specific responsibilities such as fee income rate analysis, interest margin analysis and commissions analysis
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