Associate Financial Analyst Resume Sample
Johnpaul Hackett
438 Sallie Crest,
Boston,
MA
+1 (555) 638 6007
Work Experience
Associate Financial Analyst
01/2018
-
PRESENT
Chicago, IL
- Strong computer skills required, including Hyperion, SAP FICO, Focus, Word and Excel
- Creates, maintains, and updates financial databases and spreadsheets, and generates various financial reports as required
- Participates in audits and analysis of contracts for cash reconciliation of customer contracted accounts
- Performs basic analysis of assigned contracts projected staff hours; contract totals; revenues; and profit totals
- Participates in development of regional or departmental budgets
- Provides data extraction and compilation support for projects as assigned
- Complexity: Able to perform assignments with supervision
- Excellent oral and written communication, computer, documentation, and presentation skills
Associate Financial Analyst, Month FTC
08/2011
-
12/2017
Detroit, MI
- Preparation of periodic budgets and financial forecasts
- Support development of the strategic plan
- Perform variance analysis against performance targets
- Prepare reporting on business performance and monthly management reporting packs
- Prepare accruals/other adjustments (including review of month end postings for quality, identifying necessary material adjustments required and requesting necessary journal entries)
- Assist with resource planning and work closely with HR colleagues on changes and transfers
- Assist in preparation of various reports and data requests and answers ad-hoc requests for internal and external reporting customers. Routinely communicate actual performance compared to budget/plan/goals
- Functioning as a member of Exelon finance Team with responsibilities for ensuring a financial perspective is brought to daily operations, proper classification (O&M vs Capital) and treatment is followed, and compliance with all managerial policies
- Conduct mathematically based financial analyses and effectively communicate results to decision makers. Analyze decision alternatives, through quantitative means. Select and apply appropriate theory, methods and mathematical models and modification of methods with reasonable supervision
Associate Financial Analyst, FP&A
09/2005
-
06/2011
Houston, TX
- Assist in the development of premium, expense and enrollment projections through the use of mathematical modeling and sound judgment. Work with subject matter experts throughout the organization to understand and ensure compatibility of historical results and expectations for the future
- Assist in the preparation of an annual budget in compliance with the stated budget requirements, by assessing current agreements, known future agreements/decisions, and by coordinating with stakeholders to apply appropriate budgeting judgement, ensuring the accurate reflection of Cost Accounting Standards and any other applicable governmental regulations
- Understand and monitor the process of allocating administrative expenses to our major market segments in order to effectively support development of pricing, report to segment P&L owners, and deliver segment specific regulatory financial reporting requirements
- Prepare actual financial results and compare with budget and/or forecast on a monthly basis. Evaluate, document, and communicate results, highlighting any key variances or significant changes to assumptions, to a wide range of audiences (from Finance staff to senior management) using spreadsheets and presentation exhibits/graphics
- Create and maintain current and additional benchmarking opportunities to identify outstanding processes and practices inside and outside of the Corporation in order to achieve strategic objectives. Prepare multiple monthly dashboards for senior management
- Assist team with department initiatives and projects
- Evaluate available computer hardware and software to recommend optimal resources. Assist with the development of computer applications to enhance analytical capabilities relating to assignments, increase efficiency and accuracy of calculations, and ease the use of data resources through automation
Education
Bluffton University
2000 - 2004
Bachelor's Degree in Accounting
Professional Skills
- · Strong verbal and written communication skills and the ability to effectively communicate with both finance and non-finance professionals
- Advanced Excel skills, VBA and SQL skills
- Resilient character with an experience in a service delivery environment and strong stakeholder management skills preferable
- Strong analytical/data processing skills and methodological/conceptual understanding
- Strong computer skills including Microsoft Excel, PowerPoint, and Word
- Strong analytical skills and ability to focus on details without losing track of the bigger picture
- Good planning, organization skills and attention to detail; self-motivated, proactive and able to prioritize, multi-task, and meet deadlines
How to write Associate Financial Analyst Resume
Associate Financial Analyst role is responsible for excel, analytical, microsoft, organizational, business, computer, interpersonal, financial, analysis, modeling.
To write great resume for associate financial analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Associate Financial Analyst Resume
The section contact information is important in your associate 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 Associate Financial Analyst Resume
The section work experience is an essential part of your associate 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 associate 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 associate financial analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Associate Financial Analyst resume experience can include:
- Proven experience prioritizing, planning and solving problemseffectively
- Strong communication and writing skills, with attention to detail and appreciation for documenting processes and procedures
- Strong technical, problem solving, planning, and analytical skills
- Excellent project management skills, including the ability to independently execute projects and meet deadlines in a timely manner
- Strong analytical skills while maintaining data integrity and a sharp focus on details
- Possesses and demonstrates adequate accounting skills & knowledge;
Education on an Associate Financial Analyst Resume
Make sure to make education a priority on your associate 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 associate 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 Associate Financial Analyst Resume
When listing skills on your associate 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 associate financial analyst skills:
- Strong verbal and written communication skills with the ability to effectively interact with internal and external stakeholders
- Strong PC Skills and Systems Knowledge – SAP experience an advantage
- Demonstrate strong communications skills related to job
- Computer skills: Excel, Access, Word and the ability to maintain those skills as technology changes
- Excellent excel with strong word & PowerPoint skills
- Strong computer skills including intermediate to advanced excel capabilities
List of Typical Experience For an Associate Financial Analyst Resume
1
Experience For Associate Financial Analyst, Month FTC Resume
- Strong analytical, planning, problem identification and resolution skills required. Demonstrated self-initiative
- Demonstrated ability to effectively manage multiple tasks at any given time
- Strong customer interpersonal and verbal and written communications skills
- Strong organizational, observational and communication skills
- Strong documentation and analytical skills, with attention to detail
2
Experience For Associate Financial Analyst, Treasury Resume
- Skills: good organizational, interpersonal, verbal and written communication
- Your excellent communication and interpersonal skills along with your ability to influence others across the company and build relationships
- Strong analytical skills with your ability to quickly understand complex issues
- Prior experience with Managerial Cost Accounting supporting manufacturing
- Effectively communicating and influencing with various levels of the organization
- Prior experience of accounting operations, financial management and management accounting
- Demonstrated ability to manage to deadlines, along with flexibility to changing priorities
- Effectively communicate both orally and written at multiple levels with the organization
3
Experience For Associate Financial Analyst, FP&A Resume
- MS Office computer skills are required, specifically Excel (pivot tables, macros), PowerPoint, and Word
- Basic Microsoft Access skills desired but not required
- Advance Excel and MS Project skills
- Financial analysis experience, experience in consumer products industry an asset
- Exceptional Microsoft Excel and PowerPoint skills are a key requirement
4
Experience For FP&A Associate Financial Analyst Resume
- Bilingual verbal communication skills (French/English) an asset but not required
- Technical skills, including excel and database development
- Basic to Intermediate skills in Excel and other Microsoft Office applications
- Validating headcount relative to budgeted grade level, timing and compensation
- Gathering of evidence for SOX control testing
- Assist in Planning, Budgeting and Forecasting and Reporting – Consolidated Views
- Support the spending control function by reviewing costs and analyzing monthly spending to explain variances to plan, forecasts and prior year
5
Experience For Associate Financial Analyst Ticketing Resume
- Support ongoing maintenance and build enhancements in financial database by developing a solid understanding of the core features and functionalities
- Assist with designing, developing and maintaining budget templates to capture, consolidate and model financial data
- Experience with Microsoft Excel - creating and editing spreadsheets and working with pivot tables, VLOOKUP, and simple formulas
- Validation of closed sales; review RE closing information to ensure processed correctly before issuing a payment
- Accounting, analysis, reporting or actuarial experience
- Champions complex initiatives such as maintaining an effective and flexible reporting structure
- Specialized skill in extracting data from data warehouse and reconciling
6
Experience For Associate Financial Analyst, Finance Resume
- Demonstrated ability to work across organizations and develop positive working relationships with peers, senior management and business partners
- Experience in office setting
- Experience with financial statement analysis and financial modeling
- Ensure all costs and revenue are appropriately captured prior to engine billing
- Prioritize and coordinate multiple work requirements to meet strict/demanding deadlines
- Function as a liaison between operations teams and business units by developing strong and open relationships with both groups
7
Experience For Associate Financial Analyst, Provider Groups Resume
- Analytical, finance, business/product development, or accounting internship experience
- Conducts special studies and cooperates with other departments in the preparation of statistical studies
- Update and present quarterly analyst call to CFO prior to earnings call results
- Prioritize and streamline tasks to ensure accuracy and efficiencies
- Look for creative solutions to problems and demonstrate a sense of urgency
- Analyze program trend data for Estimate to Complete (ETC) validity checks
- Demonstrated problem-solving and analytical abilities where problems are complex
- Prioritize assignments/projects and multi- task within restricted time constraints
- Demonstrable experience within a Professional Services/Sales focused organisation, ideally technology based
8
Experience For Associate Financial Analyst Fidelity Clearing & Custody Solutions Resume
- Your ability to manage and prioritize multiple detailed processes in a time sensitive environment
- Responsive to business needs and manage changes in priorities and deadlines
- Previous experience in financial close process
- Experience in an equivalent role
- Maintain Contract Priority List
- Financial analysis experience
- Strong proficiency Microsoft Excel
9
Experience For Associate / Financial Analyst Resume
- Proven leadership ability who can work well with others to promote positive team attitude
- Strong proficiency in Microsoft Office with an emphasis on Excel
- Demonstrated high analytical and communication capabilities
- Experience with Costpoint and COGNOS Query Studio
- Experience in defense & space industry
10
Experience For Associate Financial Analyst, Teller Resume
- Deal with multiple priorities required
- Previous Essbase software experience is an asset
- Overall 1-3 years of working experience in (re-)insurance analytics, controlling or similar function
- Experience of working in an accounting function
- Multi-task in a fast paced environment with competing priorities
- Experience in Accounting and/or Finance
- Accounting or finance experience
- Profit and Loss Statement Analysis including cost of sales analytical experience is required
- Finance: source of earnings, income statement and balance sheet understanding / experience is preferable
List of Typical Skills For an Associate Financial Analyst Resume
1
Skills For Associate Financial Analyst, Month FTC Resume
- Effective business writing and communication skills, solid interpersonal, verbal and written skills
- Manage multiple tasks simultaneously and meet deadlines, which involves strong planning, organization, and problem-solving skills
- Previous experience and a high aptitude for research, analysis, and problem solving skills
- Excellent interpersonal and business writing and communication skills
- Strong accounting, computer, analytical, and research skills
- Strong interpersonal skills dealing with people that have technical/professional/management backgrounds
2
Skills For Associate Financial Analyst, Treasury Resume
- Solid communication and presentation skills, particularly around data visualizations and summarizing results
- Your strong written and oral communication skills – can articulate clearly with all levels of employees
- Your attention to detail and strong organizational skills
- Your highly motivated and quality focused team player with strong analytical and research skills
- Excellent organizational skills and ability to multi-task in a fast-paced, dynamic environment
- Demonstrated time management skills with the ability to meet deadlines
- Effective time management skills and able to perform under deadlines
- Perform multiple functions simultaneously; strong analytical and organizational skills
- Possesses and demonstrates adequate accounting skills & knowledge
3
Skills For Associate Financial Analyst, FP&A Resume
- Demonstrating highly creative analytical skills while maintaining focus on details
- Outstanding PC skills including MS Office Pro Suite
- Taking initiative to learn quickly, work independently, and collaborate effectively with people of all levels across the organization
- Developing customer service/teamwork skills within job area
- Demonstrating highly creative analytical skills while maintaining focus on details and providing timely results
- Teaming, analytical and customer focus skills
- Utilize critical thinking skills, including leveraging analytics, benchmarking, and insights to generate meaningful strategies and solutions
- · Critical thinking and problem solving skills
- Effectively communicating with various levels of the organization
4
Skills For FP&A Associate Financial Analyst Resume
- Solid experience with financial statement analysis and financial modeling
- Proficient PC skills including Excel, Word and Access
- Up to 2 years experience in finance environment with a proven proficiency in performing basic financial analyses
- Prioritizes and makes effective decisions
- Meet tight deadlines, prioritize workload and achieve effective results in a fast-paced, and dynamic environment
- Lead projects to their successful completion, project management skills
- Communicate effectively and be responsive in timely fashion
- Understand financial information and demonstrate a strong attention to detail
- Work effectively within IT and across the organization
5
Skills For Associate Financial Analyst Ticketing Resume
- Construct analysis and presentations that condense complex topics into actionable information that is communicated effectively to the business
- MS Office computer skills are required, specifically Excel (pivot tables) & PowerPoint
- Proficient computer skills including Microsoft Outlook, Word, Excel, and PowerPoint along with various other online applications as needed for the role
- Proficient PC skills (spreadsheet, word processing, Access, Visio applications)
- Prior experience in working in ERP
- Ecolab Distributor Finance experience or related Divisional experience
6
Skills For Associate Financial Analyst, Finance Resume
- Proficient in Microsoft office applications with solid experience in Excel
- Analytical skills with the ability to obtain, organize and interpret data
- Effectively communicate financial/schedule/program information within a matrix organization, to various level of management
- Understanding and experience in Financial P/L Planning, Reporting, and Analysis
- Leading the consolidation of CAPS headcount and expenses, including monthly financial results, multi-year plan and budget
7
Skills For Associate Financial Analyst, Provider Groups Resume
- Understanding of materiality and ability to prioritise across competing agendas
- Corporate Financial Planning & Analysis (FPA) experience, including budgeting, forecasting, transfer price management and analysis
- US Experience – the program begins with a one-year training with Ecolab in the United Sates, covering two key financial disciplines at Ecolab, including
- Builds a strong understanding of Parallon revenue cycle operations, including business processes, tools, and technologies
- BS in Finance, Accounting, Economics, Business, Engineering or 3 years relevant experience
- Bachelors in Business, Finance, Accounting or related field, or equivalent combination of education; professional training; or work experience
- Experience in analyzing or forecasting Profit and Loss results
- · Strong working relationship with the Finance Business Partnering team(s) supported
8
Skills For Associate Financial Analyst Fidelity Clearing & Custody Solutions Resume
- Experience in forecasting, along with knowledge of financial systems and general accounting concepts
- Administer, as directed, CTMS enhancement log. Prioritizing and vetting IPA required changes to CTMS
- Professional experience in public accounting, corporate accounting, etc
- Bachelors in Business Administration, Accounting, Finance, Math, 0-2 years experience, or equivalent
- Establish and maintain effective working relationships at all levels of the organization,
- Develop good working relationships and communications with plant, warehouse, vendor, IT and product supply personnel
- Develop good working relationships and communications with business partners
- Excellent written and oral communication, particularly when discussing complex issues
- Experience using Oracle and Hyperion systems and Smartview tools viewed favourably
9
Skills For Associate / Financial Analyst Resume
- Strong proficiency in the following: SAP (or similar financial application), Excel, PowerPoint and Ariba (or similar procurement application)
- One to three years’ experience in quantitative business analyses or mathematical modeling
- Experience of working within a medium sized organisation
- Previous experience in customer service, finance/accounting or related field
- Direct experience in sales or marketing
10
Skills For Associate Financial Analyst, Teller Resume
- Experience working on projects or processes related to margin management or revenue goals
- Experience in Finance or Accounting
- Experience in a finance/accounting environment
- Experience in accounting and finance
- Utilize polling system to validate reported sales data and allowable deductions
- Strong knowledge of Excel and working knowledge of SAP
- 1 – 5 years tax and accounting work experience
List of Typical Responsibilities For an Associate Financial Analyst Resume
1
Responsibilities For Associate Financial Analyst, Month FTC Resume
- Strong computer skills, including Microsoft Excel, Microsoft Access
- Well developed and proven analytical and numeracy skills
- Strong customer service and teamwork skills; professional demeanour to maintain and enhance relationships
- Intermediate Excel skills, 1+ year experience with Vlookup’s and Pivot Tables
- Very good communication, interpersonal and presentation skills (both written and oral)
- Strong analytical skills, with ability to develop models, understand all elements of financial statements, etc
- Strong interpersonal and management skills with the ability to build cross-organizational relationships
- Apply technical skills to improve operational efficiencies
- Manage costs effectively and ensure correctly matched to work orders
2
Responsibilities For Associate Financial Analyst, Treasury Resume
- Exceptional Excel Spreadsheet skills
- Acquisition of technical skills
- Solid knowledge of general accounting and financial planning
- Assist with the submission of Prime (Pearson's Group Consolidation finance system) reporting and reviewing of statutory information packs
- Direct partner to RE Finance, Legal, Dealmakers, Financial Reporting, External Accounting; ability to understand different perspectives & priorities necessary
- Maintain effective records to support Government audits and fact finding. Drafts and coordinates review of responses to Government requests for records
- Experience using SAP S&D module
- Strong accounting and finance acumen
- Experience in Filing
3
Responsibilities For Associate Financial Analyst, FP&A Resume
- Assist in the preparation of effective process flows / CTMS documentation
- Explain financial variances to plan or prior forecast
- Operate within the guidelines of all corporate and government regulations
- Strong knowledge of Excel (Pivot tables, VLOOKUP and advanced formulas)
- Relevant Finance/Accounting experience
- Identifies, develops and maintains efficient and cost effective processes, controls and data management
4
Responsibilities For FP&A Associate Financial Analyst Resume
- Demonstrate flexibility and work within a team environment
- Interest in operations and willingness to broaden commercial experience
- Maintain strong lines of communication with their direct manager and broader team to raise issues and identified trends in a timely manner
- Experience in Accounting, Finance, or related field
- Work with Business Unit operations and engineering personnel to validate and assign invoices to appropriate capital or expense project
- Proficient in Microsoft Word. Strong understanding of Excel
- Develop/maintain effective relationships with landlords
- Analyze occupancy expense variances versus prior periods and versus forecasts
5
Responsibilities For Associate Financial Analyst Ticketing Resume
- Approve Accounts Payable invoices, validation of pcard transactions and oversee automatic & contract maintenance/payments
- Recent experience within a relevant role or function ·
- Highly organised with the ability to prioritize workload to meet deadlines and work in a fast-paced environment
- Experience wit MS Excel-such as pivot tables simple formulas heavy work feed appropriate calculated
- Experience with MS Word, Outlook, and Access
- Demonstrate Initiative and assume responsibility
- Direct experience in hospitality, travel, entertainment, food & beverage, or merchandise businesses
- Professional experience
- Handle multiple projects and tasks, and to prioritize tasks, in a fast-paced environment
6
Responsibilities For Associate Financial Analyst, Finance Resume
- Demonstrated ability to work well under pressure, meet strictdeadlines, and handle multiple tasks in a fast paced environment
- Strong familiarity with MS Office suite of products
- Experience with Microsoft Word and Microsoft Outlook - create and edit documents; send and receive emails
- Experience with MS Office, specifically Excel and Word
- Demonstrate absolute adherence to data integrity and internal controls
- Part qualified accountant with relevant experience in audit and preparation of statutory account preparation
- Demonstrated knowledge of financial and office software (Microsoft Office Products, SAP and Hyperion HFM desired)
- Experience with SAP FI/CO or similar ERP
- Bachelors in Finance, Engineering, Mathematics (or equivalent experience)
7
Responsibilities For Associate Financial Analyst, Provider Groups Resume
- Generally requires BS in Finance & 0 years or equivalent combination of education & experience
- Support development of the annual Incurred Cost submission for Government review and audit; Support review and audit of prior incurred cost submissions
- Opportunity to enhance business acumen and skill set to exposure to several different styles of leadership
- Strong interest in/motivation to learn about insurance/reinsurance
- Managing financial architecture by establishing and maintaining cost centers, reviewing monthly financial results and creating reporting to support the team
8
Responsibilities For Associate Financial Analyst Fidelity Clearing & Custody Solutions Resume
- Assisting in Planning, Budgeting and Forecasting and Reporting – Opex Bau
- Forecasting, Planning, and Reporting – Assist Corporate team based in the US with monthly forecast and annual planning processes
- Reviewing and analyzing project spending on an ongoing basis through project life cycle – identify areas of risk, budget deviations
- Working with leaders from Fidelity’s Clearing & Custody business to manage outstanding accruals, value firm assets and communicate results
- Visualizing and documenting complex processes, drafting process flows and business narratives to accurately articulate activities under review
- Developing, executing and testing key financial controls
- Reviewing and analyzing the Healthcare and HSA PL’s. Understand variances, cost drivers and key metrics for senior management reporting and discussions
- Leading financial planning initiatives, including multi-year plan and budget
- Meeting monthly financial deliverables, including month-end close activities and financial reporting
9
Responsibilities For Associate / Financial Analyst Resume
- Operating standard office equipment and using required software applications, including Microsoft Word, Excel and Access
- Automating the same if the report is a recurring one
- Working closely with onsite FP&A partners operating out of EA HQ
- Reporting and forecasting of personnel capacity in direct and indirect functions
- Monitoring the process of approval of the Financial Plan, in its various stages, offering support and information analysis
- Automating processes and reporting
10
Responsibilities For Associate Financial Analyst, Teller Resume
- Cultivating relationships with CAPS financial analysts and developing standard templates to ensure standardization across CAPS functions
- Identifying opportunities for methodology improvements, potential simplification of allocation models and drive business cases for approval and funding
- Working knowledge of Hyperion reporting systems
- Establishing relationships with Asset Management and cross-Fidelity business partners in order to keep up with the continually changing Fidelity businesses
- Furnishing the relevant info for all the adhoc requests
- Ongoing analytical assistance as it relates to the management of the program
- Monitoring of functional cost development incl. variance analysis
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