Fin Analyst Resume Sample
Cassandra Strosin
6296 Sigmund Stravenue,
Los Angeles,
CA
+1 (555) 519 5896
Work Experience
Senior Analyst, Fin-fs
11/2015
-
PRESENT
Philadelphia, PA
- Track and report on special projects and initiatives
- Prepare ad hoc reports, analysis and conduct special projects as necessary
- Prepare monthly key performance indicator metrics reports
- Update financial and business models as necessary
- Maintain tables and databases
- Perform consolidation and analysis on annual strategic and financial planning
- Conduct financial review of vendors and review capital appropriation proposals
Fin Analyst
07/2013
-
08/2015
Los Angeles, CA
- Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
- Life insurance for protection of employees’ families
- Strong financial and cost accounting background required
- Pro-active approach and dedicated persistence to deliver on results
- Strong analytical, finance acumen and research skills
- Proficient PC and data management skills – advanced Excel required
- Work independently and to manage multiple projects simultaneously
- Receives, reviews, and processes requests for cash surrenders, loans, withdrawals and quotes; ensures compliance for replacements and life insurance transfers to other carriers
- Provides direction and assistance to customer requiring policy provisions
Analyst, Fin-sc
02/2011
-
03/2013
Chicago, IL
- Performs research and analytical work to provide accurate, timely and suitable responses to inquiries. Follows through as necessary to finalize and complete transactions
- Receives, reviews, and processes requests for loans, surrenders, reinstatements, and withdrawals; ensures compliance for cases; interprets and applies state and federal insurance and tax laws/regulations
- Provides direction and assistance on complex insurance matters referred by junior staff members requiring in-depth knowledge of policy contracts, benefit plans, provisions, conversions, structured settlements, tax laws, SEC regulations, insurance replacement regulations, pension trusts, estates, etc
- Prepares cases for court proceedings, subpoenas, summons, etc.; acts as an expert witness in such cases if warranted
- All Credit Control tasks
- Regular assistance for the build-up of the Excel file covered doing the reviews with Commercial
- Accounting, reconciliation, investor accounting or comparable financial services experience
Education
Muskingum University
2007 - 2011
Bachelor's Degree in Accounting
Professional Skills
- Analytical skills, critical thinking and a strong desire to learn
- Experience with a similar profile, with people management experience including investment management and/or financial industry experience
- Strong communication, relationship building and interaction skills
- Excellent communication and interpersonal skills (with both technical & non-technical audiences)
- Data analysis experience/skill set to drive insights and make informed recommendations, inclusive of data mining and reporting
- Prior management experience in an accounting or reconciliation capacity
- Intermediate to Advanced PowerPoint and Word skills
How to write Fin Analyst Resume
Fin Analyst role is responsible for advanced, research, reporting, analysis, finance, excel, auditing, database, coding, insurance.
To write great resume for fin analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Fin Analyst Resume
The section contact information is important in your fin 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 Fin Analyst Resume
The section work experience is an essential part of your fin 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 fin 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 fin analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Fin Analyst resume experience can include:
- Strong financial analysis and data presentation skills
- Consistent and effective communication skills, both written and verbal
- Advanced Excel skills & usage of complex formulas
- Database experience including SQL and SAS beneficial
- Demonstrated ability to act in a leadership role
- Highly organized with strong attention to detail
Education on a Fin Analyst Resume
Make sure to make education a priority on your fin analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your fin 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 Fin Analyst Resume
When listing skills on your fin 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 fin analyst skills:
- Organization ‐ proactively prioritizes needs and effectively manages resources
- Assurance that processes in all areas of responsibility are adequately and effectively controlled and that effective change management is in place; and
- Make decisions based on knowledge of a wide variety of concepts and skills, then apply to difficult and complex issues
- Accounting/finance experience
- 2‐3 years progressive accounting/finance or revenue cycle experience required, preferably in healthcare revenue cycle
- Experience with R, Python, SAS, or C++ in a UNIX/LINUX environment
List of Typical Skills For a Fin Analyst Resume
1
Skills For Life Fin & Inforce Analyst Resume
- Experience with C++, R, or Python in a UNIX/LINUX environment
- Some Investor Asset Management experience
- Skilled in Excel, PowerPoint, Access databases, Goggle Docs, Sheets, Slides also relevant
- Previous experience as internal auditor or public
- 5+ yrs. related experience
2
Skills For Analyst, Fin-sc Resume
- Strong knowledge of insurance products and applicable policies, procedures, and guidelines.
- 7+ yrs. related experience
- Understanding of data base functionality
- Understanding/ability to work with complex excel formulas
- Stay up to date on accounting and auditing standards through appropriate learning platforms
- Conduct quarterly/annual SOX control monitoring, testing & Portal maintenance to ensure the Americas Division has an adequate internal control environment
3
Skills For Interm Fin Analyst Resume
- Pro-active in solving issue
- Participate in SOX Steering Committee Meetings
- Provide assistance to internal and external auditors to facilitate any ongoing audits
- Background in Accounting or Finance
- Oversight and ownership of timely, accurate, and meaningful financial and management reporting
- Exposure to financial products, concepts and businesses
- Adaptable to a fluid work environment where a variety of task are requested
4
Skills For Senior Analyst, Fin-fs Resume
- Multi-task and make changes under tight deadlines
- Embraces a team environment and interactions
- Experience with or academic exposure to statistics, time series analysis, financial theory, derivatives pricing, stochastic calculus and other quantitative analytical techniques
- Knowledge of SAP/ELedger and Oracle
- 1) AR DASHBOARD monthly release and distributed to ELT and Corp
5
Skills For Gbl Corp Function Fin Analyst Resume
- Follow-up on process or control improvements throughout the Americas Division
- Update the SOX SharePoint sites
- Perform an annual audit at a business unit within the Americas Division
- When necessary, contribute to the successful implementation of new processes
- Familiar with Corporate General Ledger
- Communication ‐ communicates clearly and concisely, verbally and in writing. This includes utilizing proper punctuation, correct spelling and the ability to transcribe accurately. The ability to communicate with staff, Parallon Management, Division and Group Executives
6
Skills For Senior Analyst, Fin-mfg Resume
- Interpersonal skills ‐ able to work effectively with other employees, patients and external parties
- Tactical execution ‐ oversees the development, deployment and direction of complex programs and processes
- Corporate Functions – Gain an understanding of the company’s accounting and financial processes and internal controls. Provide key support to business units and all functions. Roles focus on informing, planning and process improvement
- 3+ yrs. related experience
- Assists with special projects and meaningful report development
- On-site Health Clinic
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