Financial Analysis Associate Resume Sample
Brooke Jaskolski
49995 Carter Corner,
New York,
NY
+1 (555) 534 0485
Work Experience
Financial Analysis Associate
08/2015
-
PRESENT
Detroit, MI
- Take initiative while working within the company’s practices and standards
- Prepare and maintain company’s operating budget
- Collaborate with the asset management and underwriting teams to ensure that Fund goals and business plan objectives align with the organization’s overall strategy from an operations perspective
- Design and implement UAT plans with inputs from SME’s from Program Management, LOB’s and support groups like Risk and IT
- Complete monthly GTI product area reports for business managers, assimilate business feedback, and ensure financial impacts are reflected in the Forecast
- Ensure all standard monthly close and reporting processes are complete including
- Assist in month end close, budgeting and stress testing activities
Financial Analysis Associate, Operations
11/2009
-
02/2015
Houston, TX
- Providing in depth financial analysis of current portfolio of automotive leases
- Producing internal and external monthly reporting monitoring current and projected exposure
- Developing and defining business requirements related to the enhancement of the residual risk model
- Providing detailed insights and commentary on auto industry and used car value trends
- Partnering with marketing team, product CFO's and senior management to develop product and pricing strategies
- Delivering annual product and pricing changes end-to-end including introduction/retirement of products and analyzing the impact to customers (LOBs)
- Enabling product strategy development and business decisions
Financial Analysis Associate Manager
12/2005
-
10/2009
Chicago, IL
- Managing the Cost Model and partnering with product owners to support product financials and monthly reporting
- Collaboration with cross functional teams across Corporate Finance, IT and LOBs to ensure thorough product reviews, changes and implementation throughout the product lifecycle
- Prepare complex and sophisticated financial and market analysis for a broad range of real estate transactions including loan sales, debt financing, and investment sales among others
- Maintain control agenda regarding corporate model governance, RCSA’s, user tools, etc
- Experience in Reporting and Analytics including documentation of report requirements, data sources and the related analysis, preferably within the Mortgage Servicing industry
- Work with central planning process owners in Month Close, Mid-Year Forecast, and Annual Budget Planning for ECCS, CTOiT and other assigned functions. Keep real-time forecasting view on both headcount and expense
- Track and manage expense within the tower budget. Work with Tower BMOs to review spend request, validate business justification, develop business case for new projects, coordinate meeting agenda and track approval completion and cash spend/invoicing status
- Provide in-depth analysis and business intelligence in total recoverable based. Understand key business and volume drivers. Maintain rigorous tracking against the project delivery timeline
- Identify, recommend and drive initiatives for cost efficiency and expense management
Education
Lindenwood University - Belleville Campus
2001 - 2005
Bachelor's Degree in Finance
Professional Skills
- Strong communication skills, ability to interact effectively with all levels, across regions & LOBs
- Excellent Microsoft Office skills (primarily Excel)
- Deliver timely financial analytics and business reporting to effectively measure business performance against strategic priorities
- Advanced skills in data maintenance, manipulation, analysis and visualization
- Strong knowledge of financial planning and analysis and accounts payables
- Experience analyzing financial statements and regulatory filings
- Demonstrated ability to build collaborative working relationships
How to write Financial Analysis Associate Resume
Financial Analysis Associate role is responsible for analysis, microsoft, database, training, organization, excel, design, retail, finance, credit.
To write great resume for financial analysis associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Analysis Associate Resume
The section contact information is important in your financial analysis associate 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 Financial Analysis Associate Resume
The section work experience is an essential part of your financial analysis associate 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 financial analysis associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial analysis associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Analysis Associate resume experience can include:
- MBA (Finance)/ Chartered Accountant with 6-8 years of post-qualification experience with specialized experience in Financial Planning and analysis
- Maximize talent through consistent and effective use of the department’s talent management strategy
- Ongoing commitment to identify and implement process improvements for operational efficiencies and enhanced analytics
- Obtaining information and data from other Finance teams and business areas
- Become proficient in the use of the companies’ budgeting/ forecasting, scorecard and reporting software
- Assist Financial Planning & Analysis team in planning and forecasting activities
Education on a Financial Analysis Associate Resume
Make sure to make education a priority on your financial analysis associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial analysis associate 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 Financial Analysis Associate Resume
When listing skills on your financial analysis associate 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 financial analysis associate skills:
- Strong organization and critical thinking skills with the ability to manage and prioritize multiple responsibilities and deadlines
- Demonstrated leadership in terms of attitude, initiative and inclusivity
- Proven ability to contribute analytic projects through in topics related to financial institutions and/or markets
- Being an advocate and resource for business partners in order to provide transparency with financial results and processes
- Partnering with Commercial Bank on various finance initiatives
- Staying currentwith evolving industry and regulatory changes
List of Typical Skills For a Financial Analysis Associate Resume
1
Skills For Financial Analysis Associate, Operations Resume
- Participate in all aspects of the Finance function including reporting, analysis and forecasting
- Direct involvement with REB business partners and Finance to facilitate the forecasting and planning process
- Engagement with month end processing to monitor trends and investigate and remediate any issues
- Work in a fast-paced, demanding environment and the ability to multi-task
- Background in a Treasury function with fund transfer pricing knowledge
- Monitor developments and produce analysis of aggregate credit and bank lending conditions relevant to supervised firms’ activities
- Professionalism to deal with sensitive and confidential information
- The ability to work in a dynamic, team-oriented, fast-paced environment while being proactive, flexible and independent. The ability to manage multiple projects simultaneously
2
Skills For Financial & Analysis Associate Resume
- High aptitude for dealing with new technology and systems
- Prepare monthly financial results and provide interpretative and analytical support to business partners
- Maintain poise in stressful situations
- Very detailed and drive to determine "why"
- Clearly and concisely present findings to senior leaders
- Experience in Reporting and Analytics including documentation of report requirements, data sources and the related analysis, preferably within the financial service industry
- Analyze and incorporate financial and/or production key metrics into the planning process and modeling
- Manage diverse sets of data supporting periodic and ad hoc reporting; ensure quality, enhance and streamline production
- Familiarity with credit markets and credit risk concepts, or aptitude to develop expertise
3
Skills For Financial Analysis Associate Manager Resume
- Commitment to highest ethical standards and excellence in public service
- Establishing and maintaining strong working relationships across Mortgage Banking businesses and other control groups (i.e., risk management, compliance, legal, etc.)
- MATHEMATICAL SKILLS - Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
- Month end cost center reviews
- Collect and analyze revenue data and trends by product line to compare actuals to budget/forecast on a monthly basis
- Develop and/or assist in the creation or improvement of various expense models for all assigned areas within the organization
- Work closely with the FP&A team and the Controllers’ organization to continuously improve month end processes and procedures in the financial arena
- Become proficient in the use of the companies’ general ledger software
- Contribute to thematic analysis of credit business lines and drivers within financial institutions, and related market/policy implications. Ensure that the analysis meets high standards of quality, rigor, concision, and clarity
4
Skills For Financial Analysis Associate Residual Risk Management Resume
- Contribute to system-wide and FRBNY supervisory initiatives, including CCAR and credit-oriented exams
- Assist in providing direct finance support to our Investment Advisory and Product business units
- Develop and maintain profitability analyses to evaluate new or existing products
- Collaborate to build detailed financial models to support strategic and operational planning
- Perform ad hoc reporting requests, research and financial analysis
- Prepare and deliver presentations for senior management and FRS stakeholders
5
Skills For Financial Analysis, Associate Resume
- Develop and maintain collaborative relationships across Supervision and relevant areas of FRBNY
- Assist with preparation of quarterly mutual fund board materials
- Strong analytical skills and understanding of the foundational financial concepts including breakeven analysis, sensitivity modeling, and financial statement analysis
- Strong Microsoft Excel and PowerPoint skills required. Comfortable analyzing and manipulating large data sets in Microsoft Excel
- Excellent written and oral communication skills, ability or willingness to learn how to summarize complex financial concepts and articulate to all levels of the organization
- Provide Support on Budgeting and forecasting activities to the tower supported within the Technology organization
6
Skills For Senior Financial Analysis Associate Resume
- Provide support for monthend accruals, close processes, reporting etc
- Produce financial reports to various stakeholders on expense, headcount, monthly business results in a timely manner
- Ensure that reports are insightful and contain commentary on key moments and watch items
- Support ad hoc requests from the Business and Senior Management in line with management expectations
- Participate in key initiatives driven within the Technology Finance team
- Participate in Business reviews
7
Skills For CIB F&BM Treasury Liquidity Financial Analysis Associate Resume
- Process mass adjustment requests from clients, account teams and/or functional areas
- Analyze and audit adjustment requests due to claims processing issues, conduct detailed audit of system set up to ensure accuracy of the client’s claims adjustment requests and ‘before and after’ analyses of the claims re-price files
- Prepare and produce an adjustment report to assigned business unit
- Extract claims based on the requirements provided by the assigned business unit
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