Business Analyst Finance Resume Sample
Precious Lehner
708 Maggie Vista,
San Francisco,
CA
+1 (555) 272 4562
Work Experience
Senior Business Analyst, Finance
04/2017
-
PRESENT
Los Angeles, CA
- Provide Subject Matter Expert input to projects and alignment with long term strategy
- Provide training and support over testing periods
- This role is for an enthusiastic, detail-oriented (senior) Business Analyst to take on key responsibilities within the Finance Change group
- Leadership on projects with end-to-end delivery responsibility in the context of strategic front-to-back programs
- Manage issues / risks on projects with timely escalations and suggestions for issues resolution
- Cross-functional collaboration e.g. with Treasury, Product Control, Financial Accounting, Operations, Front Office and IT
- Conduct detailed process analysis (via user interviews, workshops etc.) and develop process maps and data flow diagrams as needed
- Understand and document detailed business requirements and translate business needs into technical systems and process improvement solution
Business Analyst, Finance
12/2011
-
11/2016
New York, NY
- Opportunity to drive the implementation of standardized processes and platforms across Finance
- A platform for building up a network within the integrated bank and powerful career development opportunities in an international environment and communication of complex concepts to multiple stakeholders
- Opportunity to manage the implementation of standardized processes and platforms across Finance
- A platform for developing a network within the integrated bank and powerful career development opportunities in an international environment and communication of complex concepts to multiple stakeholders
- Responsibility for several kernels. For these, lead in solution design on program level based on enterprise architecture for finance tools with your scrum team
- Approve the content of the release prior to releases and manages interrelation aspects with other applications
- Supporting the Business Analyst, Project Manager and Delivery Manager on managing, tracking, and forecasting of multiple solution developments
- Coaching tech leads and developers
- Analyze the requirements from the business and influence senior level leaders regarding IT platforms
Business Analyst Finance Systems
03/2008
-
06/2011
Detroit, MI
- Provide feedback to architecture community on architecture and design
- Set solution directions to finalize decisions, in order to achieve organization goals in creative and effective ways
- Second review clients’ financial pricing and rebate guarantee setups, payments, and reconciliation reports
- Review of over 160 custom formularies for approximately 20 externally adjudicated clients
- Continuously review changes, additions and deletions to client clinical rules impacting rebate eligible dugs estimated to be over 150,000 changes annually. Annual rebates impacted by this analysis is approximately $7-9 Billion
- General work experience
- Experience with Contract review and execution
Education
Ottawa University - Wisconsin Campus
2004 - 2008
Bachelor's Degree in Finance
Professional Skills
- Solid written and oral communication skills as well as listening and interpersonal skills
- Excellent analytical, mathematical and creative problem solving skills
- Excellent analytical skills to investigate issues with attention to details and accuracy
- Strong analytical skills, as well as business acumen and ability to apply independent judgment
- Excellent interpersonal skills, ability to work with various teams
- Strong Excel and Access database skills are an asset
- Strong analytical and communication skills (Dutch and English)
How to write Business Analyst Finance Resume
Business Analyst Finance role is responsible for analytical, interpersonal, database, software, finance, credit, securities, training, integration, procurement.
To write great resume for business analyst finance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Business Analyst Finance Resume
The section contact information is important in your business analyst finance 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 Business Analyst Finance Resume
The section work experience is an essential part of your business analyst finance 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 business analyst finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular business analyst finance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Business Analyst Finance resume experience can include:
- Strong analytical skills, organizational skills, and attention to detail are key
- Strong experience in ERP Development, Testing, Implementations including
- General understanding of working effectively with collaborative tools
- Proven experience with business and technical requirements analysis, elicitation, modelling, verification and methodology development
- Self-motivation, proactive and willingness to learn with a strong sense of accountability and a proven track record of delivering results
- Solid experience and understanding of ERP financial systems (including at least three years in finance)
Education on a Business Analyst Finance Resume
Make sure to make education a priority on your business analyst finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your business analyst finance 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 Business Analyst Finance Resume
When listing skills on your business analyst finance 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 business analyst finance skills:
- Excellent oral communication and customer service skills in identifying business needs and facilitating the implementation of technical solutions
- Effective communication skills (presentation and written)
- Good communication skills, self-starter, ability to deep dive financial
- Experience of maintaining and developing finance systems (listed below) and a proven aptitude for finding systematic solutions to problems
- Project management skills (project plan development and tracking, issue resolution, risk mitigation, metrics development and tracking)
- Effectively facilitate and bring together medium/large sized cross-functional teams with different viewpoints during brainstorming discussions
List of Typical Experience For a Business Analyst Finance Resume
1
Experience For Senior Business Analyst, Finance Resume
- Proven ability to plan for and integrate multiple tasks concurrently as well as work independently
- Consolidate clinical rules with impacts to rebate drug products to a single list of assigned ids for upload and utilization within the FRS rebate system
- One year of experience in the full deployment of Microsoft Dynamics AX (2012), an asset
- Some experience with project management like Prince2 and Agile/Scrum
- Experience with Dynamics AX. Exposure to Dynamics 365 for Operation is required
- Strong proficiency in SQL (Oracle)
- Consolidate data from various data sources including our revenue and traffic acquisition teams
- Create and maintain various reconciliations and schedules at the consolidated level and create ad hoc reports as required
- Provides end user training documentation and used guides as required, supports end user training either directly or through the Regional BA team as needed
2
Experience For Business Analyst, Finance Resume
- Responsible for monitoring reports and proactively perform analyses and report findings to internal/external clients
- Partners closely with the development teams to ensure there is full understanding and proper execution of requirements in a timely manner
- Investment Banking product knowledge (Derivatives - Interest Rate, Credit, Commodity, FX and Securities and structured products)
- Provide support on all sports marketing contracts
- Ensure Sports Marketing teams are in compliance with all group policies in regards to contract negotiations
- VP Finance, General Managers, Head of Brand Marketing, Go to Market
- Global Brand and Sales Finance team – Financial Planning and Analysis; Market Finance
- Manage ongoing relationship with business partners to drive satisfaction with ISA
- Assists QA team in developing test plans and scripts, traceability matrices
3
Experience For Senior Business Analyst Finance Resume
- Track record in working on cross-functional, team projects
- Oversee Business Requirement gathering and analysis and resolve any issues
- Able to adapt to and apply different delivery methodologies including SCRUM, Waterfall and Zurich Lean
- Support Canada F&PA reporting to corporate finance (WD cycle)
- Journal Entries (including any allocations)
- Vendor analysis / reporting
4
Experience For Business Analyst Finance Systems Resume
- Participate in ongoing improvement efforts to streamline the Canadian financial processes
- Identify business rule adjustments by analyzing trends across all product categories,
- Integrate high quality data sources to enable precise, near “real-time” decision making on all inbound customer transactions,
- Ensure smooth running of the finance systems software products included in this role
- Defines, specifies and documents requirements, challenging the business where appropriate
- Ensure that accounting structures are relevant and valuable – with a level of detail that is suitable for the purpose but does not duplicate data unnecessarily
5
Experience For Business Analyst Finance / IT Resume
- Provide interface on detailed design with delivery teams, supporting the delivery phase through to successful QA
- Once requirements are captured - research and propose solutions to meet the requirements, agreeing the most appropriate solution with the users and IT teams
- Ensure the users are adequately trained in the usage of systems and supports training programs as needed
- Coordinate with both the Development team and the customer for the testing of custom solutions
- Provide finance expertise to assist other areas in understanding financial information
- Highly proficient in Excel. Ability to manipulate large amounts of data using Microsoft Excel
- Actively participate with business partners, Global and Regional ERP teams in the planning for longer-term systems enhancements
- Continuously interrogate Clinical Rules System database for additions, changes or deletions to client clinical rules with impacts to rebate eligible products
6
Experience For Business Analyst, Finance Systems Resume
- Work with manager when new rules are identified to determine appropriate interpretation of the clinical rule impact on rebates
- Prepare files for auto and manual upload process to FRP rebate System
- Assure BDRO Control tables are accurate and updated timely when new rule ids are added
- Work with externally adjudicated clients and account management to assure all custom formulary rules not housed within Express Scripts systems are received and populated within control tables
- Assure new rules identified are forwarded to senior manager for appropriate interpretation and addition to control tables
- Defines requirements, management and project/product scope. Ensures problem statements and objectives are clearly defined. Ensures requirements are aligned to project scope, objectives and strategies
7
Experience For Senior Business Analyst, Finance Practice Resume
- Mediates across different teams utilizing knowledge of the business and roles and responsibilities within the organization
- Defines functional/business requirements and workflow documents
- Works closely with the Finance, Regulatory, Operations, Compliance, and IT teams to define and drive initiatives
- Works with all areas of IT and the business to ensure that all aspects of the project are covered and well defined from execution to settlement
- Drives projects through completion (from spec thru UAT and post-deployment)
- Works closely with QA team; develops and executes test cases when required
- Raises and tracks issues and conflicts, removes project barriers, resolves project issues and escalates to senior management where required
- Around 5 - 8 years experience in a Financial Accounting or Product Control Line role in the Financial Services industry and/or a Finance Change role in the Financial Services industry
- Familiar with foundation of Business Analysis & Change Management
8
Experience For Senior Business Analyst Finance Lead SAP Fico Resume
- Operating budgets and forecasts. Develop rental and service sales budget for division. Conduct regular and ad-hoc reporting, analysis and forecasting of business performance, and maintenance and development of tools for that purpose
- Quarterly updates of of Partnership P&L’s
- Review all payments to Brand Reebok Partners
- Create revolving Executive Summary that provides a Key Metric Dashboard report for Product Marketing VP’s and Directors that covers all applicable seasons and key metrics for those seasons
- Update revolving Executive Summary that provides a Key Metric Dashboard report for Product Marketing VP’s and Directors that covers all applicable seasons and key metrics for those seasons
9
Experience For Business Analyst Finance With SOX Resume
- Experience in implementing Front to Back solution for Financial Services
- VP Finance, SVP CTC, VP CTC, General Managers
- Position’s scope covers RBC APAC Finance
- Global Sales Strategy and Excellence team – in particular Global Sales Unit
- Financial Shared Service Centre Amsterdam
- Global clearance and B2B customers
- Demonstrable experience within a Financial markets-, Bank Treasury- and Lending environment and the financial products, like: foreign exchange, money market (loans /deposits), derivatives (e.g. IRS / IRCS) and fixed income (bonds / repos), Lending products
- Demonstrable experience as business analist in projects and be able to translate business into belonging user requirements
10
Experience For Business Analyst Finance Change Resume
- Experience in participating in cross functional projects, such as, a Global implementation of ERP systems
- Systems analysis and solutions required
- Experience in Finance Record to Report functional areas e.g. receivables, general ledger, fixed assets, cash management, inter-company accounting, Banking, Taxes, and Payments
- Monthly forecast and budget to actual variance analysis for the team
- Coordination of Long Range Plan inputs for the Operations team
- Coordination of official in year forecast submission inputs for the Operations team
- Creation of presentation materials for quarterly committee meetings with our partner Total E&P
List of Typical Skills For a Business Analyst Finance Resume
1
Skills For Senior Business Analyst, Finance Resume
- Proven analytical ability and strong proficiency in Excel and/or Tableau
- Experience with Oracle ERP, at least 3+ years experience with Oracle 11i E-Business Suite in a Technicalenvironment
- Visual basic experience or similar coding experience
- Validating and explaining trends and impact on financial performance
- Understanding of and experience with quality and process improvement concepts, methodologies
- Deep understanding of functional area operating practices with strong understanding of industry best practice
- Experience in working between Finance and IT department and understanding the different objectives each work to meet
- Experience with reporting, billing, analysis, and file exchanges, File Transfer protocol knowledge
2
Skills For Business Analyst, Finance Resume
- Strong track record of contributing to projects and achieving results
- Experience working with SAP modules: FI/CO
- Foundation level Accounting qualification or part qualified with experience
- Proven ability to exercise independent judgment and applying prudent risk mitigation principles
- Working experience in Finance department
- Experience providing consultation services
- Provide solutions that meet the business requirements, while remaining cost effective
- Attention to detail; taking full ownership of assigned responsibilities; strong team ethos
3
Skills For Senior Business Analyst Finance Resume
- Coordinate project delivery by participating in design reviews and walk-throughs to communicate systems designs and validate proposed solutions
- Determination, keeping always a good relationship in mind (patience)
- Experience in multiple Finance functional areas (e.g. accounting, record-to-report, business intelligence, payroll, procure-to-pay, order-to-cash)
- Experience working with systems that handle sensitive data and with SOX controls and change management processes
- Experience in running queries
- Experience working in the financial industry and/or economic education (background)
- Investment banking experience within a Finance role is highly desired
- Experience overseeing the design, development and implementation of software and hardware solutions, systems or products
4
Skills For Business Analyst Finance Systems Resume
- Experience handling cross-functional projects with applications like Salesforce, Workday etc
- Form strong working relationships with technical, financial and sales individuals
- Excellent analytical, and problem-solving ability
- Able to quickly build credibility and strong working relationships with internal and external stakeholders
- Team work, excellent communication and cooperative attitude along with systematic and individual work culture
- Experience in business related environment
- Significant experience with Oracle EBS v12
- Senior finance operational experience
- Work experience in change function or as a business analyst would be a great asset
5
Skills For Business Analyst Finance / IT Resume
- Experience in planning/budgeting systems (eg. 3esi-Enersight, Palantir)
- BA experience. Can work independently. Awareness of a broad range of analysis and modelling techniques. BAEP or external equivalent qualified
- The unique experiences of Associates at EXL set the stage for further growth and development in our Company and beyond
- Work independently, manage multiple projects/priorities
- Strong SAP user, specifically in finance module
6
Skills For Business Analyst, Finance Systems Resume
- More than 5 years of experience as a Business Analyst in a finance-based role
- Act on the identified trends to prioritize improvement opportunities,
- Capability to validate and accurately explain results of analysis
- Experience (3+ years) within SAP
- Good knowledge of financial systems within an integrated ERP solution environment
- Project Management/Business Analyst experience also highly desirable
- Experience in a complex, multi entity, system and regulatory environment
- Data analysis experience
- Strong finance domain expertise
7
Skills For Senior Business Analyst, Finance Practice Resume
- Experience in systems analysis
- Technical experience with Oracle Applications 11i - implementations
- Related business experience in the industry (food vertical)
- Budgeting and actuals analysis using multi-dimensional data reporting tools
- Understanding of financial reporting, income statements, balance sheets
- Developing and implementing new control processes
- Working in a fast passed environment meeting regular individual as well as team/ project based deadlines
- Planning and forecast managing
- Understanding of a wide range of operational business practices
8
Skills For Senior Business Analyst Finance Lead SAP Fico Resume
- Banking/financial background is beneficial for the role
- Willing to learn and support other Financial value streams – like Order to Cash and Procure to Pay
- Monitoring AFE’s /WO’s/PO’s
- Willing to learn and support other Financial value streams – like Order to Cash and Record to Report
- Work unsupervised, showing initiative in identifying problems and posing solutions
- Support Account Team related to establishing, tracking and process for all client reporting and analysis
9
Skills For Business Analyst Finance With SOX Resume
- Expand product knowledge through ongoing training and mentoring
- Basic understanding of data warehousing, data structures and SQL
- Knowledge of Investment Banking, Product Control, Financial Accounting and/ or Operations processes
- Happy dealing with demanding senior management
- Provides guidance to business and functional units in developing tests, training plans, and materials
- Provides day-to-day user support, as well as drive improved user productivity through developing and implementing new business process and systems solutions
- Be able to draw up accounting specifications based on IFRS for FM/BT- and Lending products
- General understanding of emerging technology areas (cloud, social media, mobility)
- Knowledge of accounting policies/standards covering derivatives (IAS, IFRS, FASB)
10
Skills For Business Analyst Finance Change Resume
- Accountancy qualification and an understanding of US GAAP and IFRS requirements for the accounting of derivatives and financial instruments
- Manage relationships with between Sports Marketing & the BU to ensure all information is flowing appropriately and in a timely manner
- Play a key role in upcoming roadmap projects including Financial ERP, Rev Rec solution & other
- Analytical and systematic approach to problem solving
- Broad financial and accounting knowledge and ability to apply these to define systems solutions
- Sun (5.4.1 or above) + Vision (Q&A 10) or other accounting application
- Proactis or other purchasing application
- Provide necessary coordination, facilitating interactive analysis and design sessions with representatives of business line and functional units
List of Typical Responsibilities For a Business Analyst Finance Resume
1
Responsibilities For Senior Business Analyst, Finance Resume
- Proven requirement gathering skills
- Support members of the FP&A organization, and working with our existing data tables, to design and build reporting in Tableau to allow for good decision-making
- Experience maintaining and developing MS SQL / SSIS packages within a finance systems environment
- Performs highly complex and demanding tasks dealing with the analysis and design of solutions serving business units and functional units
- Develop, manage and implement a testing plan to ensure the system meets end user requirements
- Create queries/reports for one- time analysis and ongoing use
- Able to work in global/decentralized model involving Shared services center and managed services
- Relevant qualification in a financial or accounting discipline, or relevant years’
- Analyze large data sets to determine trending information and provide insight
2
Responsibilities For Business Analyst, Finance Resume
- Clearly communicating vision, roadmap and product backlog items to the development team and entire program
- Work as a BA to an understanding of the application delivery teams and GOTD Infrastructure components and business processes
- Work with application teams to understand infrastructure needs, and project parameters for enhancements for new infrastructure requirements or tooling
- Working with Fianance workstream within Oracle EBS
- MS office including Access - Intermediate level
- Customer sales analysis using EBITS data and other data sources
- KPI trend reviews using internal dashboards and online tools
3
Responsibilities For Senior Business Analyst Finance Resume
- Understand the client’s internal financial processes and learn how to obtain business funding for IT projects
- Systematic approach and analytical thinking
- Plan, conduct, and direct the analysis of complex, company-wide, business problems relating to systems
- Work with developers in documenting technical specifications, as needed
- Assist in quality assurance testing as needed
4
Responsibilities For Business Analyst Finance Systems Resume
- Merchant Payment Processing, Consumer Fraud Risk Mitigation, or related disciplines
- Defines scope and requirements of new developments to meet changing business requirements
- Helps organize user training programs
- Play an integral role in Finance’s most strategic and pressing challenges
- Detailed understanding of the SAP integration to other modules like AA, PP, MM, and SD
5
Responsibilities For Business Analyst Finance / IT Resume
- Knowledge of banking supervision laws and regulations (Basel II)
- Responses to internal, E&Y, and Joint Venture Audit queries as required
- Finance support for Surmont field
- Adhoc asset team and leadership requests
- Support maintenance of key tools and models
- Occasional air travel to field site (10% of schedule)
- Provide insights into Payments and Risk Operations, monitor operational performance, and notify team members when unexpected trends or problems arise,
6
Responsibilities For Business Analyst, Finance Systems Resume
- Provide defendable recommendations for performance improvement,
- Build and monitor reports to track key performance indicators,
- Assist with the maintenance of a rules-based, Risk Management Framework,
- Be a main point of contact for the for the Financial Control team and be responsible for maintaining, support and developing the systems and processes required to meet their internal and external reporting requirements
- Work closely with the Finance Systems team and wider finance to implement and, where required, add to the finance architecture strategy. This includes understanding and considering system and process interdependencies
- Project manage selected deliverables is a full project life cycle (requirement capture, solution design and incorporation into strategy, to final roll out and user sign off)
- Work closely with the wider IT department to ensure UAT testing of all changes to finance software products, including arranging for key staff to test their areas of the software before going live
- Documenting all finance systems processes and procedures supported
- Be the ‘go to’ contact point for issues arising from the system processes for daily operations
7
Responsibilities For Senior Business Analyst, Finance Practice Resume
- Provide training and support for finance system users
- Maintain external relations with 3rd party Finance Systems support providers and advise on upgrades and improvement options
- Provides bridge between the IT delivery organization and the business, acting as the Finance systems expert in partnership with various departments and third parties to deliver technology solutions that meet the system and process needs of Deckers Brands
- Ensure that accounting practices and processes are focused on business efficiency – such as ensuring that period close procedures are concluded successfully within 5 working days
- Leads the solution user acceptance and QA testing cycles - including test scenario documentation and sign off by the business, working closely with the local regional BA team as required
- Works closely with the IT support organization to provide initial project close support and then transition to the normal support organization once agreed metrics have been achieved
- Uses analysis techniques to elicit, analyze, translate, and document business requirements into technical requirements for both enhancements and projects
8
Responsibilities For Senior Business Analyst Finance Lead SAP Fico Resume
- Work with the user community to perform an analysis of issues support the resolution process as appropriate
- Compilation of reports and documents as directed
- Work with the Solution Delivery team to understand root cause analysis and resolution to common issues in order to reduce helpdesk incident volumes
- Projects as defined delivered to agreed timescales and within budgets
- Work closely with end users to identify and document functional requirements for enhancements/upgrades to financial systems, including Oracle Cloud, One Source, etc
9
Responsibilities For Business Analyst Finance With SOX Resume
- Coordinate process changes with senior members of Finance, able to understand & capture big picture impacts
- Perform Operational support for Procure to Pay value stream– iProcurement, Purchasing, Accounts Payables, Payments, Web Center Forms, Sourcing Cloud, Supplier Qualification/portal, Expenses)
- Develop documentation and provide communication/training to end users
- Work closely with the technical team to ensure the system solution meets the documented requirements
- Support integrations with external applications (Concur, Financial Force, SFDC, Workday etc)
- Experience in business requirements gathering, process analysis and design, gap analysis, functional design specifications, system configuration, and development of system tests, procedures and documentation
- Work with finance team to provide quarterly reporting regarding pricing guarantees
- Work with the Network Team to track and analyze changes to participating pharmacy contracts and assess any financial impact
- Regularly attend and actively participate in company and client meetings as requested
10
Responsibilities For Business Analyst Finance Change Resume
- Exhibit compliant and ethical behavior in the performance of job responsibilities, including complying with all applicable federal and state laws and regulations, OptumRx Code of Conduct, Business Ethics Policies and Procedures and other policies and procedures applicable to position
- Actively participate in OptumRx’s Compliance and Ethics Program, including attending annual compliance and ethics training and reporting suspected violations of the law or OptumRx’s policies and procedures
- Perform Operational support for Record to Report value stream
- Successful Triage, Investigation, Problem Resolution
- Implementation experience and detailed understanding of the following Oracle tools in connection with Oracle Release 11i:: SQL, PUSQL, D2K, Discoverer, Workflow, Jet Forms, Toad, UNIX Shell Scripts, JVMs, Java, PVCS and Kintana, XML Publisher
- Develop and support enhancement of financial reporting tools, while sharing knowledge with the information technology department and the Finance Accounting group
- Assists in period end reporting procedures and processes
- As a Senior Business Analyst, mentor and assist in developing other members of the team
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