Finance Data Analyst Resume Sample
Emmalee Doyle
98239 Dicki Street,
Phoenix,
AZ
+1 (555) 259 6964
Work Experience
Finance & Risk Data Management Senior Analyst Innovation Center for Finance & Risk
11/2015
-
PRESENT
Dallas, TX
- Engage with the LATAM Finance DQ team, Finance, Chief Data Office (CDO) contacts in the analysis of DQ indicators (e.g., adjustments, regulatory/audit comments, process re-engineering reviews, and other sources) and subject those that qualify as issues to Citi’s Issue Management & Resolution (IMR) process
- Collaborate with other regions’ FRO DQ teams in addressing common issues and adopting best practices
- Review royalties’ contracts and maintain a summary. Keep track of expiration dates and royalty rates
- Maintain inventory in the firm’s market data inventory management database (FITS)
- Provide close working support to ARDS’ Business Analysts
- Organise and run business process and systems workshops for business users of all levels
- Co-ordinate across (potentially) multiple system groups and ensuring all impacted parties are considered
- Scoping & estimation of project requirements & delivering sound strategies to meet business need
- Obtaining agreement on project deliverables and ensuring that they meet all the requirements of both the business and across multiple systems groups
Finance Data Analyst
05/2008
-
05/2015
San Francisco, CA
- Preparation and presentation of artefacts and materials to the Eight Roads and Technology Change teams
- Provide input into project timelines, estimation, action plans and risk management procedures
- Ensure timely completion of assigned work packages in line with project deadline and schedule
- Liaise with on / offshore solution design and development teams where required
- Liaise with project / programme management, Global Finance change teams and Strategy Leads
- Performs consolidation of financial statements and financial and variance analysis of income statements, balance sheets, etc
- Administers and maintains computerized financial systems including Report Writer for creation of new and updated reports and Account Unit List for additions, changes and deletions of account units
Finance Data Quality & Integrity Analyst
05/2002
-
01/2008
Dallas, TX
- Administers financial database systems
- Provides end-user training and support for the system
- Consolidates financial information for SEC filing at the corporate office
- Works with the Controller and outside auditors on tax analysis
- Performs historical data analysis from prior financial systems
- Prepares monthly financial reports for distribution including General Ledger, Income Statement and other specialized reports
- Performs budget management functions including budget maintenance in the financial system and weekly gross revenue reports
- Undertakes special financial projects as assigned by the RFM/RFD
Education
University of Arizona
1996 - 2001
Master's Degree in Another Discipline
Professional Skills
- Resourcefulness, ingenuity, strong decision making and problem solving skills
- Strong IT skills including Excel
- Excellent spoken and written English and professional communication skills
- Excellent computer skills (advanced knowledge of MS Excel)
- Excellent numerical and analytical skills, and an inquisitive mind to investigate issues
- Excellent visualisation and presentation skills
- Troubleshoots data and conducts analysis using critical thinking and advanced problem solving skills
How to write Finance Data Analyst Resume
Finance Data Analyst role is responsible for advanced, software, reporting, training, english, analytical, excel, research, finance, integration.
To write great resume for finance data analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Finance Data Analyst Resume
The section contact information is important in your finance data 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 Finance Data Analyst Resume
The section work experience is an essential part of your finance data 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 finance data 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 finance data analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Finance Data Analyst resume experience can include:
- Prior experience in client data management being a distinct advantage
- Data analytics experience and experience working with large data sets
- Responsible for updating and maintaining the data consolidation workflows; identifying errors in the output data and correcting the workflows accordingly
- Responsible for data consolidation and analysis, using existing Alteryx workflows and other processes
- Position is considering all levels of experience (standard for all postings)
- ERP system reporting experience, preferably in both SAP and Oracle
Education on a Finance Data Analyst Resume
Make sure to make education a priority on your finance data analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your finance data 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 Finance Data Analyst Resume
When listing skills on your finance data 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 finance data analyst skills:
- Communicate effectively and manage competing priorities with tight deadlines
- Detail oriented with strong technical, problem solving, and project management skills
- Good organisational and analytical skills with the ability to work in a team but also independently
- Experience with Intermediate to Advanced Excel skills
- Demonstrate all required skills via a pre-hire test
- Good communication skills and the ability to contribute to the development of the team
List of Typical Experience For a Finance Data Analyst Resume
1
Experience For Finance Master Data Analyst Resume
- Strong organizational skills with high attention to detail.-
- Clear communication skills, with the ability to identify, build and enhance key relationships
- Able to converse effectively with senior finance staff
- Planning and organisation: set priorities for process and data improvement, work with IT for developing solutions on data issues and follow up
- Works closely with management to prioritize business and information needs
2
Experience For Finance Data Quality & Integrity Analyst Resume
- Liaise with other finance teams to enable timely submission of entities as part of monthly consolidation process
- Exercise good judgment and focus on detail as require by the job
- Good Academic background (Science/Maths/Economics/IT)
- Level of years relevant experience : 3 – 7
- Knowledge/ experience in SQL/VBA/Python
- Technical proficiency with Microsoft Excel, and experience of Walker, HFM, Oracle / PBCS is also an advantage
3
Experience For Finance Data & Applications Senior Analyst Resume
- Experienced Alteryx, Tableau and/ or similar user
- Compiles, cleans and formats data from various sources into meaningful reports to support physician compensation processing
- Analyzes various financial reports and performance measures looking for trends and outliers
- Supports monthly and quarterly reporting for operations and executive management
- Organizes reports and related documents, maintaining proper version control
4
Experience For Finance & Risk Data Management Senior Analyst Innovation Center for Finance & Risk Resume
- Develop new reports for monthly distribution resulting from changes in business needs
- Occasional or periodic travel (<5%)
- Screens data for anomalies; identifies and interprets trends or patterns in account data
- Reconciles individual and groups of member accounts
- Evaluates options for manual and programmatic corrections to account data
- Creation of self service analytical tools and dashboards, ad-hoc analysis reports and presentations
- Executes Master Data Management Lifecycle Processes in the Source of Record and Transactional Systems
5
Experience For Finance & Data Analyst Resume
- Applies functional principles, theories, and concepts to financial process/system improvement
- Performs post- implementation support and maintains the relationship with internal customers
- Researches how to meet customer requirements
- Solve process and system problems
- Performs data management processes for several GL Core data objects
6
Experience For Finance Business Data Analyst Resume
- Reconciles data set up in various applications
- Gain a working knowledge of the US billing systems, tools and processes and how they interact with the US tax engine (s). Identify improvements, issues and propose system and process enhancements
- Develop and implement a repeatable processes for matching supplier USF charges and customer billing to understand gaps and opportunities. Be instrumental in the development of the automated process
- Working with and influencing various department managers in closing gaps, developing system automation and bridging the gap between siloed processes – Billing, Inventory, Reporting, Finance, Regulatory, Tax, etc
- Build and implement a repeatable process and standard template into billing for creation of customer invoices using agreed line-item inventory language. Build and partner with the account teams to implement for their accounts so that BT is compliant and customers are responsible for all costs, per contract
7
Experience For Finance Process & Data Quality Analyst Resume
- Develop an understanding of BT’s supplier exemption process and actions. Be instrumental in deploying identified changes and improvements across the required teams
- Identify training opportunities and skills gaps and work with management to build the business case
- Ensure good Governance around Master data activities with Finance requirements
- Assist in building step plans to deploy process changes and reviews across the business. Once built, be instrumental in driving the actions
- Identify opportunities for educating the wider business and community in regulatory compliance and then work with the marketing, training and other similar teams in building the training and deploying
8
Experience For Finance Data Services Analyst Resume
- Be instrumental in the development of the long-term system strategy to automate the end-to-end process and build tools to reduce the manual instances and opportunities for error
- Work with the commercial and bid teams to understand USF and the impact on global bids to reduce the impact to BT in how global bids are structured and where elements are invoiced
- Data Analysis and Technical Review: collect and analyze data, define complex technical reviews, execute data quality checks, measure & report data quality issues, resolve errors and structurally improve data quality
- Data Management: define and manage data elements and quality criteria, analyse data flow (enrichments, transformation, …) from sourcing to output, keep documentation and share knowledge
- Data Quality Improvement : define solutions to tackle data quality issues, work with IT to implement, put in place new working methods or update processes with process owners, guarantee follow up
9
Experience For Finance IT Data Analyst Resume
- Responsible for preparation of comprehensive, timely and accurate management reporting and analysis, isolating key drivers, quantifying impacts and connecting implications to the business integrating cross functional knowledge that ultimately allows business partners to improve performance
- Attend and facilitate meetings/briefings; prepare multi-media presentations and brief reference materials as required; update project/program plans and documentation; assist in the review and drafting of reports, correspondence and other documentation; and assist in the management of project information
- Coordinate tasks and review work products for completeness, quality, and adherence to customer requirements
- Follow Business Process Improvement methods by identifying, documenting, implementing, monitoring, and evaluating processes and SOPs, as well as continuous improvements and automated solutions
- Develop and implement change management, marketing, and communication strategies
- Define, research, analyze, document, and recommend best business practices process solutions, guidance, legislation, protocols, policies, and integrated tools
- Collect, maintain, and analyze data for trends
- Four years of related work experience (analyzing business or operating procedures; gathers and analyzes data; organizes and documents findings; recommends new systems, procedures, or changes for implementation.)
- Compliance to audit requirements (GCCG, CASRA and E&Y)
10
Experience For Finance & Risk Operations Latam Data Quality Lead Analyst Resume
- Ensure proper documentation of processes, tasks and control points
- Support operational activities such as Month End/ Year End and Annual Reviews
- Identify and support process improvement and process alignment standards with Stakeholders
- Exercise business partnership with Stakeholders and provide solution to queries or errors
- Establish key controls and governance around tool / business processes and respective master and reference data
- Build out new business processes, workflow, and respective documentation across systems, data and stakeholders as necessary
List of Typical Skills For a Finance Data Analyst Resume
1
Skills For Finance Master Data Analyst Resume
- Experience within Financial Services industry and/or relevant working experience
- Strong knowledge and experience with Microsoft Excel
- Experience in the development and maintenance of management information, data consolidation systems
- Experience of using Oracle, HFM and HPCM or similar
- At least two (2) years of paid professional experience in accounting, finance, or business management
- Previous experience in completing deep dive analytics into financial data with SQL ideally
- Previous health plan experience working in Finance and/or Analytics
- Materials Master Data experience
2
Skills For Finance Data Quality & Integrity Analyst Resume
- Experience in the financial sector with a preference for an Asset Management background (e.g. custody, transfer agency, fund administration)
- Meet deadlines, prioritise tasks and deliver results within given tight deadlines
- Business experience with Master Data
- Master Data/Data Standards Application experience
- Demonstrated ability in Microsoft Excel and data analysis
- Highly numerate with a good attention to detail
3
Skills For Finance Data & Applications Senior Analyst Resume
- Proven logical thinker and creative problem solver
- Some work experience in similar financial environment would be desirable
- Identifying and implementing efficiency improvements to the monthly processing cycle
- Working knowledge of any accounting software
- Demonstrating integrity & accountability
- Perform ad hoc data mining using various tools, including SQL, SAS, Microsoft Access and Excel
- Collective responsibility for month end tasks including project accruals, prepayments, fixed assets accounting and inter-company recharging
- Assist in the ongoing development, maintenance, and enhancement of the Oracle Essbase reporting and planning tool
- Processes monthly invoices according to contract billing covenants; assists with collections as necessary
4
Skills For Finance & Risk Data Management Senior Analyst Innovation Center for Finance & Risk Resume
- Analyzes financial data using Excel, account sampling and related research
- Provides project support through tracking issues, data “cleaning” population status, test results, etc
- Assist with the Budgeting and Forecasting processes
- Ensures Data Quality / Financial Reporting deviations corrections from the Corporate Policies [Accounting and Finance Standards]
- Assist with the planning and execution of User Acceptance Testing (UAT)
5
Skills For Finance & Data Analyst Resume
- Ideally working towards a recognised accounting qualification
- Highly motivated and working with determination
- Analytical thinking and detail orientated
- Knowledge of MS Access being an advantage
- Prepare and present revenue enhancement and claims cost analysis data to management for review and decision making
6
Skills For Finance Business Data Analyst Resume
- Analyze the market dynamics, including competitors and CMS regulations
- Have a team focus and be adaptable and willing to learn
- Maintain policies and Standard Operating Procedures (SOPs) for Spares and Equipment master data objects and views
- Assist in the analysis of business requirements to assess the data impacts and define reporting requirements in conjunction with other Business stakeholders
- Look for solutions to prevent data quality issues arising, such as changes to Business Processes, IT change etc
- Stand over the quality of own work and assists colleagues in identifying quality issues
- Follow security rules and regulations regarding the protection of member data and other confidential information
- Execute the above interventions working with countries, business units, central Europe Finance and BSS operational teams
- Ensure that global policies (or where applicable Europe policies) are being applied
7
Skills For Finance Process & Data Quality Analyst Resume
- Over 2 years working in capital markets
- Develops written summaries of data analysis, reconciliations, remediation tests, potential processing improvements, etc
- Key point of contact for business users, providing accurate and timely cost centre information
- Documents system design requirements during project implementation and tests new systems
- Performs Master data object maintenance such as creation and changes of Vendors, Customers, GL Accounts and Internal Accounting Objects
- Perform and/or automate data reconciliation and troubleshooting tasks as well as maintain databases associated with the tool
- Support “Phase 2” enhancements working closely with development resources, project management team, and finance stakeholders
8
Skills For Finance Data Services Analyst Resume
- Set up new users and assist with training efforts where appropriate
- Design interventions to execute with target groups to educate, train and communicate to change behaviours and working practices
- Any additional European/Asian language
- Research and analyze financial information necessary to support monthly and annual financial performance
- Responsive to ad-hoc queries
- Become proficient in new systems
- Owns training documentation for master data. Delivers master data training to the sites periodically to minimize any issues when requesting Spares and Equipment to be created
- Support the implementation with significant strengthening of our information generation, flow, reconciliation and distributions, ensuring all information needs, both regulatory and business are adhered to
9
Skills For Finance IT Data Analyst Resume
- Support the delivery of a single, consistent, accurate and reconciled source of data for MI, Analytics and Reporting
- Be recognised externally for excellence in data and analytics
- Professionally document work requests, outputs and conclusions, appropriately tailored to the specific stakeholder demands of each engagement in accordance with the SDLC process
- Participate in projects and initiatives so as to optimise processes thereby delivering efficiencies within own team and FSSC. Analyse and exploit the Enterprise Data Warehouse to achieve reporting efficiencies
- Technical: Candidates need to demonstrate competency in one or more of the following technical areas
10
Skills For Finance & Risk Operations Latam Data Quality Lead Analyst Resume
- Participate in business projects and change initiatives, proposing workable business solutions where relevant, to ensure FSSC requirements are met
- Two - four years of experience in corporate or operational reporting/analysis or public accounting; proven skill accomplishments preparing and communicating models, trend analysis, operational metrics, etc., and making recommendations to leadership
- Advanced proficiency in Microsoft Excel (ability to create and work with pivot tables, write formulas, chart customization, v-lookups, etc.,)
- Experience in coordinating simultaneous assignments from various levels across the organization by assessing project deadlines, establishing work priorities, and coordinating work schedule
- Work under tight deadlines, prioritize work; handle stress and conflict
List of Typical Responsibilities For a Finance Data Analyst Resume
1
Responsibilities For Finance Master Data Analyst Resume
- Manage JIRA instance and relationship with outsourced services provider in the creation and resolution of tickets
- Other responsibilities as assigned by the Sr. Director Corporate FP&A
- Experience in data management, data analysis, finance, accounting and/or experience in administering system tools around financial reporting and planning
- Expert in building out sustainable business processes while leveraging technology when possible across a matrixed organization
- Knowledge of key concepts and best practices around data management
- Willingness to learn and self-teach in a dynamic and fast pace environment
2
Responsibilities For Finance Data Quality & Integrity Analyst Resume
- All Finance data requirements represented within a common data dictionary
- All data mappings between strategic Finance IT components in a central repository
- Interface specifications for upstream data providers
- Collaborate with all regional departments (Clinical, Market Operations, Risk Adjustment, etc.) by providing analysis and reporting for successful engagement and interaction between Humana’s internal and external relationships
- Provide summaries to Senior Leadership with recommendations based on data findings
- Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy and to detect errors
- Work independently and to work cooperatively and collaboratively as part of a team
- Work both quickly and meticulously to achieve the best balance of effort/results and meet schedules and deadlines
- Doesn’t need to be an Accountant but opportunity to move into this field
3
Responsibilities For Finance Data & Applications Senior Analyst Resume
- Technical : advanced skills to manage complicated data sets in different tools, use of data warehousing query systems, perform data cleaning, data mining, pinpoint trends, correlations, patterns and visualise data (issues)
- Problem analysis and judgment: curious to find data issues, categorise and report to stakeholders
- Communication : able to maintain a permanent dialogue with all stakeholders (mainly Finance & IT) on what drives the quality of the data and how to technically improve it
- 2nd year at least in industrial eng. or equivalent area
- Great control in excel and power point tools
- Carry out detailed reviews of data quality issues and data non-availability
- Carry out root cause analysis to identify sources of inefficiency / non-compliance / non-standard practices and data issues
4
Responsibilities For Finance & Risk Data Management Senior Analyst Innovation Center for Finance & Risk Resume
- Basic finance double entry
- Process large amount of data accurately and quickly
- Knowledge of Hyperion, Business Objects or similar database query tools would be desirable
- Co-operative and able to establish relationships with colleagues both international and within the wider group
- Able to convey financial information to non-finance staff
5
Responsibilities For Finance & Data Analyst Resume
- Day to day decisions for the overall landscape for master data objects and the application of business rules, policy and strategy
- Over 1 year working within a Finance related department (i.e. able to understand and articulate the key processes and responsibilities within the Finance department of an investment bank)
- Plays an integral role in ongoing data improvement initiatives; support Rapid Continuous Improvement projects (RCI)
- Participates in the development of system and process transition and implementation plans
- Provides input into analysis for system development
6
Responsibilities For Finance Business Data Analyst Resume
- Contributes to the development of communication materials
- Develops presentations and correspondence
- Technology finance background
- Basic knowledge of Insurance
- Curious and self-motivated
- Perform day-to-day management of overall contract support, provide guidance and direction for multiple projects, as well as develop and implement Standard Operating Procedures (SOPs) and business process improvements. Efforts include assisting in defining scope, developing plans, timelines, tracking action items and their resolution, and assessing workforce distribution requirements
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