Finance Operations Analyst Resume Sample
Rudy Kuhlman
9517 Luettgen Crossroad,
Detroit,
MI
+1 (555) 334 4417
Work Experience
Senior Finance Operations Analyst
11/2016
-
PRESENT
Phoenix, AZ
- Protects the company through all types of market environments
- Maintains strong financial reporting controls
- Earns respect for our expertise, advice and strong client service ethic
- Is known for being essential partners with the business and respected players with our analysts, investors and regulators
- Create service forms for returned checks and vendor refunds in Macess
- Post vendor refunds to the vendors’ account in MHS
- Process Home Medical, Interest Penalty, Member Refund, FQHC, PQRI/eRX and other incentive transactions in Dynamics AX
- Responsible for voiding and reissuing checks upon request, abandoned property issues, provider refunds and returned checks
Finance Operations Analyst
09/2010
-
06/2016
Boston, MA
- Perform stop payment requests to be handled by the Treasury department to send to the bank
- Data entry of check information for returned checks and vendor refunds as received
- Special projects as determined by management
- Oversee and create monthly reporting on payments issued and ensures that detail files are provided to support manual
- Perform reconciliation and analysis of all (claims, capitation, vendor payments, and etc) payments
- Creation of monthly reports of data related to payments for all lines of business
- Lead the effort on standardizing financial operations & accounting of our 3p/re-seller business; Build out process maps & documentation
The Finance Operations Analyst
03/2005
-
03/2010
Phoenix, AZ
- Strong team player in geographically distributed work environments
- Prepare financial presentations and analysis for Leadership Reviews
- Drive a consolidation process to provide consolidated financial analysis and forecasting for region’s submission
- Lead region’s DTDF and accounting COE process to ensure visibility and accuracy of cost bookings. Support GEHC initiatives and execute processes to drive timely and accurate entries from all affiliates
- BS/BA with finance concentration
- Strong understanding of IT metrics/drivers and relationship to financial performance
- Robust business planning experience (especially in high-growth environments); superior financial analysis, reporting, budgeting, and modeling skills
- Superior analytical and strategic-thinking skills, combined with impeccable business judgment and ability to communicate with seasoned management
- Present gathered knowledge/information/data effectively and successfully in executive level meetings
Education
Strayer University - Birmingham Campus
2001 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Excellent PC skills, with proven experience in Microsoft Office packages, and policy holder and administration systems
- Intermediate IT skills - Microsoft Office specifically excel and PowerPoint skills
- Strong analytical and problem-solving skills; proficient in financial modeling and Excel
- Excellent verbal and writing skills (English)
- Strong analytical and problem solving skills with advance judgment capability
- Excellent interpersonal skills, service oriented
- Strong organizational skills and attentiveness to detail
How to write Finance Operations Analyst Resume
Finance Operations Analyst role is responsible for analytical, microsoft, modeling, financial, business, excel, interpersonal, software, reporting, finance.
To write great resume for finance operations analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Finance Operations Analyst Resume
The section contact information is important in your finance operations 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 Operations Analyst Resume
The section work experience is an essential part of your finance operations 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 operations 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 operations analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Finance Operations Analyst resume experience can include:
- Excellent organizational, analytical, and verbal/written communication skills
- Effective oral and communication skills in English
- Developing financial reporting for varying levels of management within the region, effectively communicating actionable and important insight
- Building of relationships for effective collaboration with accounting teams in Atlanta, and in Dell entities through which we operate around EMEA
- Expert level finance skills in month end processes, site forecasts, reporting budgeting and forecasting
- Strong transactional accounting experience, reconciliations, variance analysis and generating exceptions reporting from managed processes
Education on a Finance Operations Analyst Resume
Make sure to make education a priority on your finance operations 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 operations 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 Operations Analyst Resume
When listing skills on your finance operations 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 operations analyst skills:
- Independent with good learning skills
- Detail oriented with strong problem solving skills and passion for data integrity and process definition
- Good interpersonal skills, leadership exposure
- Effective and creative presentation skills, both written and verbal
- Good analytical skills and challenges the status quo
- Strong communication and interpersonal skills; ability to build cross-departmental relationships and provide financial insights to business partners
List of Typical Experience For a Finance Operations Analyst Resume
1
Experience For Senior Finance Operations Analyst Resume
- Advanced query writing skills in a SQL language (MS SQL or MySQL)
- Well-developed presentation skills, including the ability to produce high quality material and speak to it
- Responsible for implementing, streamlining and enforcing effective billing policies and processes in local markets
- At least five (5) years of experience in financial management or related areas, including accounting, planning and analysis, and financial reporting
- Five (5) years of experience in financial management or related areas, including accounting, planning and analysis, and financial reporting
- Min 2yrs experience, ideally in a regulated, manufacturing environment
- Relevant experience with track record of delivering results
- Own month-end close processes – accruals, rebate reconciliation, close package consolidation and reporting
2
Experience For Finance & Operations Analyst Resume
- Working experience within a high-growth tech (preferably software) company or start-up
- Experience managing finance and operations
- Preparing periodic sales and costs reports, and making projections based on analysis
- Improving and developing new concise reports for decision makers
- Identifying trends in financial performance and providing recommendations for improvement or explanation of variances
- Contributing to successful team effort by accomplishing results on a timely basis
- Receiving in inventory and asset control
- Determining operational costs/benefits for a wide range of activities, through collection of operational, financial, and market data
- Understanding of restaurant operations and its impact on financial matters
3
Experience For Senior IT Business Finance Operations Analyst Resume
- Understanding of finance double entry
- Responsible for detecting, preventing and investigating fraud by assisting in investigations by reviewing accounts, transactions, and trends
- Produce quality output within demanding deadlines, whilst adapting to changing external requirements
- Enjoys working in a fast-paced and rapidly changing environment. Flexibility to adapt and able to manage multiple assignments while working independently
- Preparation of draft month end position (early results), analysing and commenting on any variance to plan and exceptions in the month
- Responsible for specifying accounting rule changes for large corporate initiatives
- Direct support of client queries including reconciliation of invoicing to orders and client POs where needed
- Produce recurring weekly and monthly financial and operational reporting
- Support monthly commission process including detailed calculations for Sales commission and processing Customer Success and Enterprise payment
4
Experience For Associate Finance Operations Analyst Resume
- Manage the payment process for agent marketing allowances for East Region metros via sales associate check request and marketing spreadsheet
- Produce detailed reporting, analytics and metrics that drive decision making and process change
- Prepare weekly Accounts Payable files including account allocation and appropriate accounting treatment (e.g. prepayments/accruals)
- Familiarity with GL and accounting, financial statements, and budgeting
- Work independently as well as with teams having varying backgrounds on complex issues
5
Experience For The Finance Operations Analyst Resume
- Partner closely with Zendesk’s Renewals sales team to manage incoming customer renewal billing
- Review and process tickets inquiries for all Renewals Billing and Provisioning related issues
- BA/BS in Accounting, Finance, Economics, Engineering, or a related discipline
- General knowledge of accounting/understanding of ledger accounts
- Educated to Higher level (or equivalent), preferably including a numerate subject such as Mathematics or Accounting
6
Experience For Fnp-finance Operations Analyst Resume
- Proactivity; taking initiative to apply critical thinking as to how information can help drive and improve success for the Press mission
- Lead the development of the yearly and quarterly budgeting process, working with the various departments heads to build robust and accurate budgets & forecast
- Continuous Improvement – a focus on improving processes and control, not being satisfied with how things have always been done
- Work in a high performing team environment
- Support ledger close activities including the completion of entity analytics packs
- Conduct benchmarking and process analysis
7
Experience For Trade Finance Operations Analyst Resume
- Ownership of on-going data needs for channel sales campaigns and programs
- Ensure accurate and timely billing of Managed Security Services and Consultancy services
- Support of complex billing queries from the SecureWorks EMEA sales team at pre-sale stage
- Support of Sales Operations team in provision of financial information for client procurement system onboarding
- Approve payment requests for vendor invoices ensuring compliance of invoice with VAT and other tax requirements
- Assist in the preparation of monthly, quarterly and annual budgets and forecasts, including the development and maintenance of Excel-based models
- Participate in any on-going system enhancements or upgrades that impact order-to-cash
- Treasury with banking communications and account management
8
Experience For Finance Operations Analyst, Cost Reduction Resume
- Manage the NTN (National Tenant Network) process by preparing check requests, refund requests, and journal entries
- Work with Shared Services teams to redesign processes and improve data quality (AP, AR, Billing, Collections and Payroll)
- Become a subject matter expert on the existing finance and operations systems in order to guide the various teams on best use of their resources
- Automate processes using new technologies
- Advanced Excel user, including PowerQuery, Pivots and the development of VBA,
- Show competency in learning new software both out of the box, and home build
- Work in a fast-paced setting and navigate through an ambiguous work environment
- Prepare daily bank reconciliations ensuring that all transactions are reflected in the system
- Help define and implement scalable financial processes related to month-end and quarter-end close for accruals and reporting
9
Experience For Global Equity Finance Operations Analyst Resume
- Assist with the preparation of quarterly Board meeting presentations
- Review incoming Renewals Sales Orders for accuracy and adherence to Sales and Finance guidelines
- Meticulous in documents checking
- BS/BA in Accounting, Finance or Business
- Create processes and procedures to increase efficiency, speed, and quality of meeting all required payments and collections outlined in the IC agreements
- Conduct financial analysis including profitability, productivity and agent rankings
- Work directly for the Divisional Leader with dotted line reporting to Manager of Finance in NYC
- Track agent spending against predetermined budgets
10
Experience For Portfolio Finance Operations Analyst Resume
- Address additional ad hoc requests and projects regarding the finances of the division
- Ensure Project documents such as User Stories and Business Requirements are accurate and complete; meeting requirements and recommendations
- Implement and maintain financial controls and policies, managing changes and any corrective actions as required
- Create and provide training to Finance team on changes and support to impacted groups
- General knowledge of database structure and reporting/query tools
- Process and manage customer and vendor contracts as they relate to the billing process
- Obtain any missing audit information
List of Typical Skills For a Finance Operations Analyst Resume
1
Skills For Senior Finance Operations Analyst Resume
- Demonstrable experience of building and supporting strong performing teams
- Good level of accounting knowledge and experience
- Desire and capacity to grow analytical and financial modeling skills
- Ensure the proper controls are operating effectively with respect to all agent agreements
- Team player, able to work effectively within and across teams
2
Skills For Finance & Operations Analyst Resume
- Analytic skills, able to sort volumes of data, identify relevant information. Provide meaningful analysis/insight, seek out and identify relevant data
- Finance operations experience in a business with a strong control environment
- Relevant Work Experience: 3+ years of experience as financial or sales marketing analyst
- Possess exceptional client service skills and ability to proactively work with leadership to address challenges
- Analytical skills with the ability to gather data and convert it to information which tells a story
- Works effectively in teams and with multiple partners
3
Skills For Senior IT Business Finance Operations Analyst Resume
- Checking and reporting - strong focus on controls and checking
- Understanding of the Press's unique charge - to balance its role as a non-profit with its need to operate a commercially, self-sustaining business
- Managing relationships with external partners and stakeholders to ensure partnership approach operates
- Identifying profit and cost opportunities and influencing Regional Management on the prioritization of strategies to realize such opportunities
- Relevant financial reporting, budgeting, planning and forecasting experience required
- Lead efforts to identify future efficiency opportunities; including but not limited to: conducting ROI analysis, prioritizing initiatives and measuring results
4
Skills For Associate Finance Operations Analyst Resume
- Experience of working in a Financial Services environment, in particular working with business related accounting systems
- Proven track record of analysing, developing, and delivering tailored solutions to business challenges
- In-depth functional expertise (IFRS) and hands on Financial Reporting and Analysis experience (Annual Report/Balance Sheet review, Month Closing, reporting)
- Relevant experience, including accounting, financial statement and operational analysis
- Accounting/finance experience from a technology company or one of the big four public accounting firms
- Solid understanding of the financial and accounting standards applicable to financial institutions
5
Skills For The Finance Operations Analyst Resume
- Experience in financial analysis, budgeting and reporting
- Resolves client-billing problems applying good customer service in a timely manner and escalate when necessary
- Versatility, flexibility and a willingness to work within constantly changing priorities
- Professional experience working with Bank/ Account reconciliations and cash
- Experience working in Financial Service
- Working experience in Finance
- Project management experience driving performance
6
Skills For Fnp-finance Operations Analyst Resume
- B.A./B.S. in Finance, Accounting, or Economics; or an equivalent in education and experience
- Experience with accounting functions within Managed Healthcare System (MHS).-
- Experience working for large companies with preference to multi-nationals
- Relevant experience in large budget planning and control
- Eager to increase knowledge and experience through workshops, reading, education
- Experience in finance or accounting fields
- Strong finance acumen – understanding the business and related processes
- Experience or familiarity with using finance systems, common productivity tools and end-user software (such as MS Office suite)
- Work in a demanding environment and handle deadlines and priorities
7
Skills For Trade Finance Operations Analyst Resume
- CDCS qualified if possible but with at least 4 years of documents checking experience for both import and export LC
- Utilize strong financial modeling capabilities to support key IT programs / initiatives
- Experience / Background: 2-3 years financial analysis/planning
- Build strong working relationships with key stakeholders and partners
- Experience with Monarch software
- Knowledge of and the ability to use a PC with demonstrated proficiency of Microsoft Office products (Excel, PowerPoint, Access & Word)
- Experience of relevant source/business systems
- Experience in change environment
8
Skills For Finance Operations Analyst, Cost Reduction Resume
- Previous experience in a Financial Services organisation
- Experience in professional services industry or management consulting industry is required
- Experience with channel programs and incentive campaigns
- Expert Microsoft Office user, particularly in Excel is required. Experience of Salesforce and Workday would be advantageous
- Strong knowledge and use of Microsoft Excel, Access and Power Point
- Healthcare industry experience beneficial but not required
- Experience with Monarch software.-
9
Skills For Global Equity Finance Operations Analyst Resume
- Experience with MS Dynamics AX.-
- SAP ERP hands on experience - advantage
- Good communicator who engages colleagues, business partners and external stakeholders
- Serve as a day-to-day business partner and advocate – be able to form and influence requirements and business priorities at various levels
- Experience/familiarity with various Enterprise level technologies
- Ensure a metric driven focus on processes & technology enhancements. Evaluate and measure the effectiveness of improvements
- Analyzing and consulting on the financial impact of key regional strategies, and helping influence the development of long-term regional strategic plans
- Serving as the primary liaison between regions and Columbus Accounting Center to resolve significant accounting issues
10
Skills For Portfolio Finance Operations Analyst Resume
- Updating the Focus cash forecasting model for actual cash received in the month and rebasing projections as necessary
- Working knowledge of profitability analysis and financial planning process
- Coordinating the preparation and presentation of regional financial plans and interpreting trends and financial results of the regions
- Identifying gaps between forecasted results and targets, and making recommendations to ensure annual financial goals are achieved
- Chairing the WD4 Focus working group huddle
- Monitoring of accounts overdue and internal reporting and escalation of risks to recovery
List of Typical Responsibilities For a Finance Operations Analyst Resume
1
Responsibilities For Senior Finance Operations Analyst Resume
- Work effectively and collaboratively across BFS Operations
- Be able to communicate effectively (both written and orally) to technical and operational team members
- Support the delivery of robust, effective and efficient, operational and finance processes and controls
- Effective presentation abilities, both written and verbal
- Experience in a finance or revenue operations role
2
Responsibilities For Finance & Operations Analyst Resume
- Commitment to excellent customer serviceAbility to work independently
- Experience as Financial Accountant or Operations Analyst
- Experience in back office operations process and procedures
- Participate in projects to improve the operational and financial effectiveness of the supported businesses
- Reporting: Support new standardized reporting capability – including company, business unit, and departmental reports and analyses
- Forecasting: Continuously updating forecasts to assess impact of current activities and initiatives, and establish long term corporate goals
- Reporting and 1ST level analysis of Global Operational results
- Budgeting: Support of annual budgeting process for business unit and departmental cost centers
- Responsible for tracking / trending specific key enterprise technology drivers on an ad-hoc basis
3
Responsibilities For Senior IT Business Finance Operations Analyst Resume
- Own intercompany reconciliations, ensuring control is maintained over intercompany balances
- Process order entry, billing and invoices for the EMEA region
- Part qualified accounting qualification – ICAEW/ICAS/CIMA/ACCA
- Knowledge of finance and accounting concepts
- Work under pressure (in cycles), multitasking
- Self-starter, maintaining focus to achieve goals and objectives
4
Responsibilities For Associate Finance Operations Analyst Resume
- Stay resilient under pressure and during times of change
- Has sound judgement and decision-making abilities
- Create monthly financial & operations reporting package for review with executive leadership
- Support ad hoc management reporting and analysis, as needed
- Participate and provide required leadership in facilitating various teams’ initiatives and projects
- BA in economics/accounting
- A mind-set which champions change and challenges existing processes
5
Responsibilities For The Finance Operations Analyst Resume
- The delivery of Asset reconciliations and month end reporting,
- Financial analysis and cost reporting
- Ownership of certain operational indicators, with responsibility for estimating, analysis & performance
- Digitized solutions and transformation, with the goal of being faster, smarter, leaner
- Expert-level proficiency in Microsoft PowerPoint and Excel (V-look ups, Pivot Tables)
- Be able to juggle multiple projects at once; are resourceful, hands-on, and have a "can do" mindset
- Partner with Finance and Operations team to provide regular business and finance updates
- Support the creation and coordination of forecast materials
- Preparation of various analyses that drive business insight and frame financial risks and opportunities
6
Responsibilities For Fnp-finance Operations Analyst Resume
- Qualified Accountant (ACA, CIMA, ACCA etc)
- Review distribution & handling (D&H) assumptions with Operations department and prepare rates across Brand P&L’s. Leverage R&O tracker to prepare LE’s by brand
- Work with Department Heads to build structure cost budgets and identify R&O items for inclusion in LE’s. Analysis and follow-up with cost centers necessary
- Deliver a controlled and efficient month end close
- Investigate and where appropriate prepare and posting journals to correct the ledger position across a range of functions including expenses, assets and policyholder accounting records including premiums, claims etc
- Reconciliation of Ledger accounts, providing control and assurance over the balance sheet
7
Responsibilities For Trade Finance Operations Analyst Resume
- Liaise with auditors and resolve audit queries
- Completion of month end verification work to highlight and resolve any unusual ledger movements
- Completion of ledger control checks to ensure the ledger is fit for purpose
- Analysis of Focus intercompany balance sheet movements
- Assemble and summarize data for financial internal/external purposes
8
Responsibilities For Finance Operations Analyst, Cost Reduction Resume
- Publish scorecards, dashboards against KPI’s, customer and product profitability
- Drive process improvement and policy development initiatives
- Procure, interpret, and analyze channel marketing documentation to administer, calculate and ensure accurate and on-time payment of all contractual rebate obligations
- Develop effective business relationships with sales and customer counterparts to interpret contract terms, align calculation/processing efforts, work collaboratively to resolve issues
- Proactively identifies disputes patterns, abnormalities, technical problems, and interface issues and effectively communicate or escalates to appropriate teams
9
Responsibilities For Global Equity Finance Operations Analyst Resume
- Establish KPIs and analytics to effectively measure the performance of the Shared Services function as well as other Finance functions
- Maintains or exceeds established service level agreements
- Work in concert with Finance Teams to develop dashboards that display departmental health
- Develop and report on KPI's that measure improvements and prepare the Shared Services for future growth. Track progress against business plan, identify any deviations and suggest plans to remediate; provide reports and analysis as required
- Create and implement internal communication structure to improve overall communications across organization
10
Responsibilities For Portfolio Finance Operations Analyst Resume
- Maintain procedures and controls documentation
- Develop presentations and discussion documents to highlight business issues and opportunities for executive level review
- Lead implementation of designated tools designed to improve overall performance
- Other: Knowledge of SAP required. Expert knowledge of Excel required
- Ensure collection of monies due within the payment terms contractually agreed with clients
- Support of vendor onboarding, working closely with the Procurement team in Atlanta to ensure a smooth process and positive experience for both vendors and business stakeholders
- Learn and own the day-to-day financial administration of the company including key parts of monthly close, AR/AP and vendor management, expense controls, department budgeting, banking and taxes
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