Capital Analyst Resume Sample
Coralie Halvorson
84824 Carmel Mountain,
Chicago,
IL
+1 (555) 475 2226
Work Experience
Credit Valuation Adjustments Capital Analyst & Market Risk Manager
04/2016
-
PRESENT
Boston, MA
- Provide CVA Trading with the timely hedging analysis, in particular - what if/forward looking view; (eg. Hedging Risk Weighted Assets RWA) offset due to spread move)
- Monitor Hedging strategy to ensure it adheres to the Regulatory rules, challenge Front Office otherwise in the timely manner, escalate to the management when appropriate
- Take part in the deep dive analysis of the Capital / PL implication of the hedging performance in the stressed environment
- Review/challenge/verify impact analysis of Risk methodology changes affecting CVA RWA
- Strong financial and accounting knowledge, including: processes, policies, and terminology
- In-depth Microsoft Excel and PeopleSoft (or similar ERP system) knowledge required
- General database (MS Access) software and Microsoft SharePoint knowledge strongly desired
- Work in a high-volume multi-tasked environment while providing a high-level of customer service
Capital Analyst
10/2013
-
01/2016
Philadelphia, PA
- Lead the development, maintenance and execution of financial plans and reporting requirements for assigned capital projects that generally are large and complex in nature
- Complete strategic forecasting and budgeting for the assigned capital project portfolio
- Lead the development and execution of Company-wide capital reporting simplification and process improvement, including automating excel-based reports
- Partner with senior leadership in National Purchasing, Redevelopment, Maintenance Operations and other applicable departments to execute strategic capital projects
- Analyze operational data to identify trends, improve forecasting, and drive business decisions
- Prepare the monthly financial reporting package including actual to budget and forecast comparisons
- Assist the Finance department in requesting lender reimbursement
- Four (4) to seven (7) years of related experience
- Strong computer skills, including the expert use of the full Microsoft Office Suite
Impairment & Capital Analyst
12/2010
-
04/2013
Phoenix, AZ
- Comfortable with ad hoc analysis
- Strong communication skills, both verbal and written, with a wide variety of audiences and individuals at different levels
- Strong detail orientation, multi-tasking, strategic thinking, and prioritization skills
- Assist and lead in the evaluation, development, validation and execution of business requirements/prototypes for internally developed capital governance tools to efficiently manage capital projects
- Document and assist in the evaluation and development of recommendations for improvements to policies and procedures of current capital financial management including accounting compliance
- Assist in the evaluation and execution of recommendations related to Oracle project management and fixed asset modules to efficiently manage capital projects
- Lead in capital related process improvement initiatives including the evaluation and development of improvement plans, execution of changes and assistance in training
- Evaluate and assist in any change to capital related internal controls for accounting and compliance
Education
Globe University / Minnesota School of Business
2005 - 2009
Bachelor's Degree in Accounting
Professional Skills
- Strong project management, analytical, forecasting, planning, organizational, interpersonal, and verbal and written communication skills
- Strong Excel skills - with ability to work with advanced features relevant to the role
- Strong SAS skills - with ability to manipulate large data sets, automate SAS processes and debug SAS code with minimal steer
- Prioritize work assignments and handle multiple tasks effectively and re-prioritize as needed
- Strong mathematical/actuarial and Excel skills
- Excellent communication skills, ability to build trusted relationships both within Maersk Line and the customer’s organisation
- Able to analyse, evaluate and support rapid changes applying creative thinking and critical problem-solving skills
How to write Capital Analyst Resume
Capital Analyst role is responsible for modeling, software, advanced, microsoft, excel, retail, finance, credit, training, database.
To write great resume for capital analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Capital Analyst Resume
The section contact information is important in your capital 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 Capital Analyst Resume
The section work experience is an essential part of your capital 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 capital 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 capital analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Capital Analyst resume experience can include:
- Work effectively as part of a team, sharing resources and collaborating to achieve deadlines and goals
- Experience in contract analysis, financial analysis, business analysis, or sales operations with financial analysis and modeling experience
- Effectively interact with all levels of the organization in the evaluation, documentation and execution of improvement projects
- Excellent in Microsoft Office: Excel, Power Point & Visio and experience with Oracle systems
- Manage internal and external stakeholders effectively to execute the project plan
- Shipping experience is not essential, but desirable
Education on a Capital Analyst Resume
Make sure to make education a priority on your capital analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your capital 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 Capital Analyst Resume
When listing skills on your capital 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 capital analyst skills:
- Essential systems skills include MS Excel, Powerpoint
- Oral and written communication skills with ability to translate insight into a coherent story
- Stakeholder management - Interface with various departments effectively to ensure project delivery
- Effectively communicate with Management concerns with internal control design or performance/process changes that impact internal control execution
- Highly advanced quantitative skills complemented by intellectual curiosity
- Highly advanced Excel and PowerPoint skills
List of Typical Experience For a Capital Analyst Resume
1
Experience For Working Capital Analyst Resume
- Building strong links and collaborate with Risk and Finance, in particular the Longevity Centre
- University graduate to 2 years of relevant experience at an investment bank, consulting firm, or investment firm (including internships)
- Demonstrated proficiency in operating a personal computer. Advanced proficiency with all MS Office products
- Manages communication and awareness of pricing and contractual obligations with all levels of internal and external customers
- Solves complex problems, exercising sound business judgment to make recommendations based on the analysis of multiple sources of information
- Quickly learn internal control responsibilities through training and instruction
- Work independently to provide financial, business and consultative support to the Field Sales Organization related to capital contracts
2
Experience For Impairment & Capital Analyst Resume
- Support Field Sales Organization in formulating and negotiating contracts and capital configurations in conjunction with legal, contract compliance and management to facilitate positive outcomes
- Ensures the timely review, detailed financial analysis, and administration of sales requests for capital equipment
- The ability to articulate key conclusions resulting from this analysis and make recommendations is required. Counsel the sales team to ensure the request is consistent with the business strategy supported by sales, marketing and senior leadership
- Generates contracts and amendment responses from standard and customer templates. Reviews customer redlines, modifies general contractual language for account specific programs and seeks final approval. Ability to negotiate terms directly with customers
- Works closely with contract compliance to assess performance to current contracts, coordinate on non-compliance resolutions and generates contracts/amendments to document resolutions
3
Experience For Counterparty Credit Infrastructure & Capital Analyst Resume
- Facilitates cross departmental (pricing, customer service, finance, legal) coordination and performs as an effective liaison between the field sales force and internal operations
- Work in a time-sensitive environment and effectively prioritize multiple tasks is essential
- Proactively anticipates needs of the field sales force and develops viable solutions for meeting goals and objectives
- Think outside of the box and develop creative solutions to enhance departmental goals and objectives
- Own the code which implements the methodology for each of the modules
- Ensure code is suitable for use in the assessment of both Group capital requirements and legal entity capital requirements
- Communicate the output and methodology with other parts of the Group with a non-technical background
- Develop and maintain appropriate documentation of the workings of the modules
4
Experience For Venture Capital Analyst Resume
- Implement changes to the modules as required and in line with the Model Change Policy
- Ensure support on defaulting accounts and ensure that they are addressed in a timely manner, including client visits where required and effective collections procedures such as DSO, DPO, overdue percentage and disputes
- Work under time restrictions with a sense of urgency to deliver to a high standard
- Institute of Credit Management desirable
- Work with the DBS Commercial and Reinsurance & Structuring teams to provide actuarial pricing input on propositional/product changes and new commercial arrangement, supporting development of appropriate methodology for capital and asset modelling
- Collaborate with Finance and Risk to assess and develop the capital and asset methodology applied in DBS pricing, preparing papers on proposed changes and taking through appropriate governance
5
Experience For Debt & Capital Analyst Resume
- Help manage a robust and effective control framework for capital and asset modelling in Core and Strategic Deal decision making
- Ensure quotes are accurate
- Assess quote review activity to determine peaks in volume and develop an action plan to address
- Determine top vendors with quote review issues and error rates and work with them to minimize errors
- Assess the quotes for additional cost savings opportunities
- Work with the client and HealthTrust account representatives on contract compliance opportunities
- Follow up with suppliers to obtain comparative quotes or resolve issues
- Track quote review information and results through online web-portal
- Track and report metrics related to quote review services to CES team, clients, and other internal staff
6
Experience For Risk-capital Analyst Resume
- Participate in supplier meetings and learn supplier products/technologies
- Assist VP, Service Line Directors, and Negotiators on category market research and analysis for ad-hoc initiatives
- Provide ad-hoc reports, as necessary, for other capital equipment services initiatives
- Responsible and accountable for internal control performance within area of responsibility and a
- Use desk/field research as well as personal networking with industry leaders to scout for tech companies to identify promising start-up companies and/or university research
- Build relationship with SONY groups in Japan by understanding their motivators and strategic direction
7
Experience For Expansion Capital Analyst Resume
- Perform technical analysis of scouted companies to understand core strengths and developments
- Present companies and explain technical aspects to different level of audience (mostly senior executives from Sony business units)
- Support the production of the impairment/capital outlook to sustain management activities in the organization, with participation to appropriate meetings when necessary
- Participate in the management of the risk appetite cycle: methodology design, implementation, calculation and consumption monitoring
- Produce ad-hoc impairment and capital analyses to support tailored requests from stakeholders, as well as to provide ground data for impairment team coordinating with the resources within Risk Measurement team and outside if necessary. Examples of outputs include, among others
- Develop and maintain a comprehensive knowledge of the Basel III regulatory capital framework
- Operate and maintain MS Excel based, regulatory capital forecasting tools efficiently to meet the needs of all internal and external stakeholders while ensuring compliance with associated control framework
8
Experience For FP&A Capital Analyst Resume
- Effectively incorporate changes, either in the regulatory capital framework or the composition of the balance sheet, into regulatory capital forecasting process
- Produce standardized regulatory capital reporting for senior management
- Assist in development of presentation materials for senior management governance committees and the Board of Directors
- Detail oriented and highly motivated individual
- Drive data discovery through the analysis and exploration of data sets for internal or external projects
- Write, edit, and coordinate the different GTS business functions to produce quality, accurate, and timely proposals and presentations
- Support the SPM team head, Sales heads and sales teams on sales-wide initiatives and campaigns
9
Experience For Credit Valuation Adjustments Capital Analyst & Market Risk Manager Resume
- Interpret, analyse, and generate ad-hoc MIS related requests
- Proficient with Microsoft Office Excel and PowerPoint
- Knowledge of organisation structure and processes within IBG and SME
- Has a ‘can-do’ attitude
- High sense of responsibility and ownership to ensure given tasks are seen to fruition on time
- Work and collaborate across diversified teams
10
Experience For Northwestern Mutual Capital Analyst Resume
- Support the running of the Impairment reporting process, from an actuals, forecasting and stress testing perspective, proactively identifying opportunities for improvement and providing meaningful insight and analysis to stakeholders. This is not a model development role but a business user of impairment models
- Become an SME of credit risk IFRS9 Impairment from an actuals, forecasting and stress testing perspective and provide effective knowledge transition and documentation to the fellow Impairment team members
- Listens and responds to requests from hotels and owners
- Work closely with CRO & CFO to agree relevant business inputs for the forecasts/stress tests
- Present and communicate results to Senior Management and drive stakeholder discussions
- Transform high-level requests into focussed and specific analysis
- Synthesise analysis results to inform business issues
- Contribute to business development activities
List of Typical Skills For a Capital Analyst Resume
1
Skills For Working Capital Analyst Resume
- Good experience in competitors analysis and market intelligence reports
- Thorough knowledge of the assigned business function and technical skills
- With general Finance/Accounting background, Information Systems, Capital/Fixed Assets Accounting or Planning experience
- Experience of dealing with accounting general ledgers eg. SAP, Peoplesoft, Oracle is ideal
- Be experienced in longevity analysis and modelling, understanding the related Solvency 2 framework
2
Skills For Impairment & Capital Analyst Resume
- Have experience in economic capital modelling and understanding the related Solvency 2 framework
- Previous experience of the some of the following; Pricing, ALM / Investments, Longevity risk, DB Pensions / the BPA market
- Detailed experience of building and interpreting DFA models
- Assist and lead in the evaluation of capital planning and budgeting strategies and procedures that ensure the effective use of capital
- Experience analysing programmes through the lens of risk management
- Comprehensive knowledge and effective use of analytical tools including SQL and SAS
- Extensive experience analysing programmes through the lens of Cards P&L and customer metrics
- Communicate clearly and develop effective professional relationships working collaboratively with multi-disciplined teams in various locations
- Ensure compliance and appropriate governance is followed in producing results and evidence stored
3
Skills For Counterparty Credit Infrastructure & Capital Analyst Resume
- Demonstrate the value of the quote review service by providing quality and accurate results on individual quote reviews
- Industry knowledge (ideally experience with major international financial services firm)
- Preferably a fully (or nearly) qualified actuary with excellent commercial acumen
- Relevant experience in general insurance
- Demonstrates ability to drive improvements in process or methodologies
- Strong knowledge of computer applications and PC’s/micro-computers
4
Skills For Venture Capital Analyst Resume
- Develop and maintain a series of validation exhibits such that third parties can assess the output of the modules
- Ensure GSC’s effective cash collection from all Customer groups and optimized payable terms to
- Ensure GSC’s effective cash collection from all Customer groups and optimized payable terms to vendors
- Strong customer service and finance background
- Strong commercial awareness with a passion of customer satisfaction and service excellence
- Anticipating and problem solving, a flair for learning quickly when facing new problems
- Providing expert understanding and development of the longevity methodology used in pricing Core and Strategic Deals under Solvency 2
- Forecasting and risk modelling technique knowledge
5
Skills For Debt & Capital Analyst Resume
- Forecasting, portfolio risk management, risk modelling technique knowledge
- Understanding of project management and testing methodology and procedures
- Planning and organising as well as execution of tech tours for Sony Corp Management in EU and at key industry trade fairs (e.g. IFA, CES and MWC)
- Understanding of statistical methods to enable appropriate interpretation of results
- Manage a proposal completion timeline; including research, editing, progress monitoring, and coordinating the proposal response with the deal team
- Participate in delivering stress tests (regulatory and internal) for impairment and capital, adhering to internal policies, and adopting a structured approach
- Development and maintenance of strategic impairment forecasting and stress testing approach and tools
- Team working – enjoys working in cross functional and virtual teams
6
Skills For Risk-capital Analyst Resume
- Be comfortable managing complexity in a large, dynamic working environment
- Manage impairment forecasting and stress testing models to support submissions under key Barclays internal and regulatory exercises
- Liaise with those supplying data and parameters to the model to ensure their appropriateness in reflecting the risk
- Participate in delivering official forecasts (MTP) for impairment and capital, through a structured data flow process, following key steps
- Impairment provisioning standards (IAS39)
- Familiarity with risk reporting and risk management models
- Prepare ad-hoc reports and assists in special projects, focused to improve forecasting accuracy and provide additional business insight
- In depth analytically-driven impact assessments and estimations, using logical assumptions and best estimates where appropriate
7
Skills For Expansion Capital Analyst Resume
- Analysis to understand wider implications of impairment impacts to portfolio risk, such as increased volatility and speed of macro-economic forecasting impacts
- Innovation – able to design and deliver new management information and analysis that supports and enhances forecasts and forecasting processes
- Impairment stress testing regulatory requirements / trends advantageous
- BSc/MSc with excellence from universities with technical background (preferably Electrical-Engineering or Physics)
- Credit risk management in retail and wholesale lending
8
Skills For FP&A Capital Analyst Resume
- Impairment provisioning standards (IFRS9) and Capital regulatory standards (CRDiv)
- Apply technical knowledge and expertise in a commercial environment with an ability to plan and organise work to meet a range of competing deadlines
- Apply technical knowledge and expertise in a commercial environment and to plan work to meet a range of competing deadlines
- Responsive to requests and pro-active in responding
- Design and implement efficiencies in this coding in respect of both data usage and runtime
- Develop and maintain appropriate reporting information such that output from these modules can be understood and assessed for reasonableness
9
Skills For Credit Valuation Adjustments Capital Analyst & Market Risk Manager Resume
- Handle multiple tasks in a constantly changing environment
- Develop and implement improvements to our S2 capital and asset methodology for pricing Core and Strategic Deals
- Maintain timely responses to quotes reviewed by achieving turnaround times noted in service level agreements
- Review capital equipment and service contract quotes to ensure the quotations adhere to contract pricing, terms and conditions
- Identify emerging technologies and trends in strategic areas
- Identify and implement enhancements to improve quality, efficiency or usefulness of the capital forecasting process
- Perform ad hoc financial analysis and modeling, as required
10
Skills For Northwestern Mutual Capital Analyst Resume
- BS in Accounting, Finance, or related field is required
- Generate Working Capital benchmarks/diagnostics related reports
- Interpret data, analyze results using statistical techniques and provide relevant reports
- Design and roll out tools and templates to support GTS sales activities; including content management software, sales pitchbook, presentation materials, etc.
- Quickly adapt and work in a dynamic, fast-changing environment
- Other special projects related to capital, finance or accounting as assigned
- Capital regulatory standards (e.g. CRDIV)
List of Typical Responsibilities For a Capital Analyst Resume
1
Responsibilities For Working Capital Analyst Resume
- Work experience in technical-business role (technology analysis and negotiation with start-ups)
- Support respective business owners by researching questions and investigating variances on financial statements
- Design and implement efficiencies in the coding in respect of both data usage and runtime
- Analytical knowledge and mindset
- Familiar with Japanese culture
- Clear and concise communication to present results of analyses up to level of Director in the organization
2
Responsibilities For Impairment & Capital Analyst Resume
- Positive attitude and behaviours and an ability to challenge constructively and influence outcomes where appropriate
- Expert ability with Excel
- Technical knowledge of Impairment and/or Capital
- Acting as liaison to the DBS Structuring & Reinsurance team to ensure robust evaluation of BAU and bespoke reinsurance transactions in pricing, maximising insight and optimisation achieved
- Thorough understanding of capital equipment data activities, including shipment/distribution/receiving, reporting, monitoring and understanding of key performance metrics
- Quickly learn and understand capital equipment contract terms and conditions
3
Responsibilities For Counterparty Credit Infrastructure & Capital Analyst Resume
- Understand different analysis objectives as stated by team and translate into appropriate assumptions for financial impact modeling. Ability to detect any flaws in the financial model and suggest appropriate corrections
- Prepare / consolidate / analyze capital expenditure budgets and forecasts Support/assist in preparation of quarterly forecast and annual budget cycle through the preparation of reporting and analysis
- Communicate financial performance to respective business owners
- Prepare variance analysis, models, etc., as needed
- Proficiency in use of MS Word, Excel and PowerPoint
4
Responsibilities For Venture Capital Analyst Resume
- Knowledge of C-Sharp is an advantage
- In-depth knowledge of policies, plans, procedures, products and regulatory requirements for assigned business unit
- Portfolio risk management knowledge
- Knowledge of financial services industry and market
- Work independently and in a remote with self-drive and initiative
- Generate insights from data, assess the commercial / financial impact and recommend action
5
Responsibilities For Debt & Capital Analyst Resume
- Team work – Commitment and ability to work with cross-functional teams
- Familiarity with segmentation tools and strategies
- BNYM SA/NV
- Develops, in conjunction with the sales team, the business rationale and the business case to support the request for capital placement. Rationale and case include analysis of historical sales, customer market potential, overall market dynamics, any existing contractual status and projected revenue with the proposed deal. Attention to detail is critical
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