Financial Data Analyst Resume Sample
Meaghan Cole
3519 Luciano Station,
Houston,
TX
+1 (555) 497 2669
Work Experience
Senior Financial Data Analyst
11/2017
-
PRESENT
Detroit, MI
- Runs audit reports within client databases to inspect data and fix exception reports as needed
- Monitors and reconciles scrub audits across Orion customer databases
- Compares and evaluates data within electronic system against electronic files
- Audits performance runs on client accounts highlighting unusual performance numbers; reviews and remedies all data issues discovered
- Works with Implementation Project Manager to create estimates for historical conversion bids
- Works with external vendors for quality control of the conversion packages provided
- Submits download interface setup requests to tech support
- Responsible for meeting deadlines of projects in the conversion queue
- Provides weekly project status updates to account manager and customer
Financial Data Analyst
07/2014
-
08/2017
Dallas, TX
- Participates in client calls as requested
- Tracks time spent on all conversion projects in Harvest
- Self-motivated, with positive outlook and high energy
- Strong team player, with the ability to work effectively in a multi-disciplinary environment
- Extremely well organized and able to work well under minimal supervision
- Strong proficiency with Microsoft Office (Advanced Excel, Word, Access, PowerPoint)
- Supervise, coordinate and participate in the preparation of various financial reports, analyses and
Financial Data Analyst Intern
01/2011
-
01/2014
Los Angeles, CA
- Establishes task priorities with programming and products teams for project completion
- Uses custodial raw files to import data into history specific accounts to reconcile/scrub and matchup with active accounts
- Uses processes specific to converting historical data from 3rd party financial systems to the Orion platform and reconcile/scrub to matchup with active custodial accounts
- Imports historical performances
- Analyzes and scrubs historical transactions to reconcile to the starting date of live data
- Responsible for communicating any issues and gathering resources when manual intervention is needed for reconciliation
- Analyzes performance of accounts and households, reviews and remedies data issues discovered and communicates remaining outliers to Implementation Project Manager and customer
Education
National American University - Sioux Falls
2005 - 2010
Bachelor's Degree in Accounting
Professional Skills
- Strong written and oral communication skills to conduct training sessions and engage with business partners in a local and global setting effectively
- Proficient written and verbal communication skills and active listening skills
- Proactive, proven attention to detail, strong organizational skills
- Strong financial analysis, problem solving and critical thinking skills
- Strong verbal communication skills delivering comprehensive status updates to leadership or sponsors
- Proven analytical skills working with large data sets
- Strong analytical, audit assessment, and problem-solving skills
How to write Financial Data Analyst Resume
Financial Data Analyst role is responsible for analytical, excel, advanced, microsoft, financial, analysis, interpersonal, sql, software, organizational.
To write great resume for financial data analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Data Analyst Resume
The section contact information is important in your financial 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 Financial Data Analyst Resume
The section work experience is an essential part of your financial 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 financial 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 financial data analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Data Analyst resume experience can include:
- Perform intermediate level system maintenance on the financial planning software, including designing, developing, and testing queries, programs and automation procedures for collecting and reporting data using knowledge of spreadsheets and database software programs
- Perform preparation and analysis of monthly, quarterly, and annual reports including, but not limited to, analysis of reported results for reasonableness, key driver results, ANBP results, NFYC results, and key compensation components
- Perform the design, development, implementation and administration of compensation programs to include changes related to new or existing products and distributions
- Solid analytical and communication skills, excellent interpersonal and collaboration skills, with the ability to carry out cross-functional projects
- Strong collaboration and influencing skills and the ability to work cross functionally and culturally within a global matrix organization to achieve goals
- Programming skills in various programming languages
Education on a Financial Data Analyst Resume
Make sure to make education a priority on your financial 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 financial 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 Financial Data Analyst Resume
When listing skills on your financial 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 financial data analyst skills:
- Excellent computer skills (Microsoft Office Suites); heavy experience with PowerPoint, Access, and Advanced Excel skills
- Good MS Office skills knowledge of Excel. VBA and SQL programming skills would be beneficial
- Demonstrate financial skills to coordinate gathering of financial data, evaluating and analyze some of financial statements
- Proficient PC skills including Word, Excel, and Access. Application development experience and a working knowledge of ERP software (e.g. Lawson,.)
- Strong interpersonal skills and be comfortable interacting with and presenting to management
- Good decision making and interpretation skills
List of Typical Experience For a Financial Data Analyst Resume
1
Experience For Senior Financial Data Analyst Resume
- Good troubleshooting skills and be able to think through issues and problems in a logical manner
- Strong database skills (MS SQL, Oracle)
- Strong analytical skills with an attention to detail and accuracy
- Advanced Microsoft Excel skills (experience with Pivot Tables required)
- Excellent Data Analysis & Data Presentation skills, Advanced Excel, SQL and Data Visualization tools such as Tableau
2
Experience For Financial / Data Analyst Resume
- Solid understanding of Business Intelligence concepts and experience working with Business Intelligence tools and techniques
- Skilled in Hyperion Financial Management (HFM) Smartview and Adhoc, including upload templates, consolidations, financial close procedures
- Challenges business assumptions effectively to achieve improved insight allowing business partners to improve performance
- Respond to information requests quickly, with superior client service and analytical skills
- The FDA position provides a unique opportunity to foster skills that are valuable to any future career in the financial services industry
3
Experience For Senior Financial / Data Analyst Resume
- Support Financial Data Initiatives with data analysis skills to determine and measure Key Results and improvements to data quality
- Prior medical billing experience, indepth knowledge of managed care contracts and government regulations to include terms and reimbursment rates
- Act as the key contact person for M&M sites finance teams; collecting, consolidating, analyzing, and presenting data on a timely basis
- Coordinate consolidation and reporting for the business, ensuring management reporting accuracy
- Experience required in related field (developing and implementing analytical solutions in Finance, Marketing, Sales or Operations)
- Superb multi-tasking capabilities in managing projects with competing priorities in a fast-paced environment
- Experience with a Data Modeling and in developing processes to manage data model development, principles, and standards
- Skill in using discretion and tact when dealing with all levels of seniority
- Considerable experience with cost accounting software packages (especially SAP) in a modern manufacturing environment
4
Experience For Senior Financial Data Analyst Major Accounts Resume
- Assist in preparation of BPS sales forecasting & Finished Goods Inventory budgeting
- Support in preparation of BPS sales forecasting & finished goods inventory budgeting
- Progressive Financial Analyst work experience, including working in an international, multi-regional environment
- Experience using Python and Jupyter Notebook for ETL programming
- Experience working directly with business users to build reports, dashboards, and solving business questions with data
- BA/BS with 2+ years of experience in finance, economics, accounting, business, consulting, or analytics
5
Experience For Financial Data Analyst, Optumrx Resume
- Relevant experience (i.e. data mining, data analysis, data mapping)
- Cross-functional project management experience in finance with an emphasis on financial analysis, modeling, & reporting
- Proven record of accomplishment in performing well in a fast-paced, ever-changing, entrepreneurial environment
- Experience analyzing data, build models and describing trends in data
- Experience in auditing, forensic accounting and/or fraud investigations
- Experience with cloud computing (AWS, Azure), programming (R, Python, Java, or C#), API data ingestion, and Tableau
- Deal with ambiguity and drive results while managing multiple tasks and shifting priorities quickly
- Experience synthesizing large amounts of data and providing meaningful, insightful analysis to senior management
6
Experience For Lead Financial Data Analyst Resume
- Experience in consulting, managing project teams and delivery of projects
- Experience using statistical programming languages such as R or Python
- Three (3) years experience in finance, accounting, operations, audit, or consulting
- Experience gathering and evaluating business processes
- Experience in the field of Accounting and / or Accounting systems and implementation in financial service industry
7
Experience For IT Financial Data Analyst Resume
- Import, transform, validate and/or model data using data visualization software Tableau
- Strong data mining / data transformation abilities across large, complex datasets
- Experience in financial reporting and/or data analysis
- Quantitatively evaluates and recommends action plans, based on all reporting and analysis, in order to enhance the customer experience and drive efficiencies
- Experience processing large quantities of data
- Consolidate and enhance existing data dictionary and metadata repositories
8
Experience For Financial Data Analyst Senior Resume
- Anaplan experience, with model building in the tool is an advantage
- Experience with data science models typically used in business scenarios and data management processes (including financial data) required
- Proficiency in SQL with 2+ years of experience working with large data sets
- Experience with Excel and PowerPoint for 2+ years in a professional setting
- Setup process for forecasting of consolidated network and data center usage/costs
9
Experience For Financial Data Analyst Intern Resume
- Experience with PeopleSoft, Hyperion Planning is considered an asset
- Proven ability to develop data models using statistical and mathematical methods
- Experience working in a data analyst role, ideally in a complex data environment
- Financial modeling and data analysis experience
- Experience with using SQL to query databases
10
Experience For Financial Data Analyst / Umms Resume
- Work under high pressure while maintaining a strong sense of attention to detail
- ) of experience in data mining and analysis
- Experience using Alteryx and/or Tableau
- Demonstrated ability to work productively and proactively in a dynamic, fast paced, and constantly changing environment
- Work experience in accounting/finance department
List of Typical Skills For a Financial Data Analyst Resume
1
Skills For Senior Financial Data Analyst Resume
- Excellent knowledge of data structures, analytical and modeling skills
- Strong analytical and critical thinking skills to analyze data trends, draw conclusions and create presentable understandable reports
- Strong analytical and critical thinking skills. Ability to analyze, interpret and implement incentive plans
- Strong analytical and critical thinking skills to analyze data trends, draw conclusions and create presentable, understandable reports
- Good judgment, decision-making skills and detail-oriented
- Min experience required with financial analysis, reporting and data analysis skills- years
2
Skills For Financial / Data Analyst Resume
- Intermediate to advanced MS Excel/Access/SAS/SQL/Teradata skills and experience
- Excellent computer skills and proficient in all Microsoft programs. (Advanced Excel, Word, PowerPoint, etc.)
- Strong skills in MS Excel (Pivot tables, V-Lookups), MS Access, PowerPoint and data warehouse management
- A team player with effective organizational skills
- Proven written and verbal communication and presentation skills
- Advanced user of MS Excel, as well as strong skills with data analysis tools (SQL, Alteryx, Teradata, SAS, R, Python)
- Strong Microsoft software Office skills (Excel, Word, Access, PowerPoint )
3
Skills For Senior Financial / Data Analyst Resume
- Strong organizational, communication (verbal & written) and interpersonal skills are required to work as a team and for daily interaction with Moody's Analysts
- Strong organizational, communication (verbal & written), and interpersonal skills are required
- Proven ability to work in a fast-paced, detailed, dynamic environment & handle multiple tasks effectively
- Data analysis experience with ability to manipulate large volumes of data and to work effectively at both detail and big-picture levels
- Outstanding oral & written communication skills
- Outstanding Client service skills are required
4
Skills For Senior Financial Data Analyst Major Accounts Resume
- Prior work experience anticipating data and operational issues, assessing their implications and developing and implementing an appropriate action plan
- Superior problem solving, analytical and strategic thinking skills – can see the big picture in a complex business environment to drive decision making
- Analytical skills, independent decision-making, and problem-solving
- Data mining skills using SQL, SAS or Access
- Data mining and analysis skills using SQL, SAS or Access
- Intermediate skills in Excel with knowledge of spreadsheet functionality including v-look-up, pivot tables, charts, graphing and macros
- Adept in desktop applications and software tools with advanced skills in Microsoft Office, including Excel
- Advanced Excel skills: modeling, pivot tables, V-lookups, charts, etc
5
Skills For Financial Data Analyst, Optumrx Resume
- Knowledge or prior experience in analysing financial reports is required
- Applicable prior experience in data mining
- Strong communication and experience presenting to senior audiences
- Knowledge or prior experience of collection and processing of financial data
- Exceptional time management skills and multi-tasking capabilities
- Deeper Microsoft Excel skills including macros, pivots and the analysis tool
- Strong systems and modeling experience
- Demonstrated experience presenting findings and/or recommendations to senior leadership (Powerpoint, Visualization)
6
Skills For Lead Financial Data Analyst Resume
- Effectively communicate with all levels of the organization, including technical staff, internal non-technical staff, and business stakeholders
- Knowledge or prior experience of Financial data spreading would be an advantage
- Demonstrated experience building cross-functional relationships and teams
- Demonstrated experience breaking down complex and extensive data
- Proficient using the Microsoft Office Suite (Advanced MS-Excel skills)
7
Skills For IT Financial Data Analyst Resume
- Analyze, synthesize, and effectively communicate complex budget and policy information to a wide range of audiences
- English fluency required. Additional language skills advantageous (French, German, Italian, Mandarin Chinese, Japanese or Spanish)
- Superb interpersonal and communication skills with the ability to explain complex finances and statistics to many different audiences
- Microsoft Excel Macro skills highly desired
- High analytic skills to construct/execute complex analyses
- Effectively and efficiently adapt in a dynamic environment
- Knowledge or prior experience of collection and processing of financial data would be advantageous
- Prior work experience
8
Skills For Financial Data Analyst Senior Resume
- Demonstrated experience conducting finance and business analysis
- Proficient Excel modeling skills
- Effectively distill complex subjects to clear, concise communication
- Analyze and research any variances, and use analytical skills to assess a variety of financial data
- Expert collaboration skills and superior attention to detail and accuracy
- Support and consolidate development of insightful and comprehensive analysis of monthly and quarter to date results against plan, forecast and prior year
- Multitask effectively and complete projects by set deadlines
- Relevant work experience required (can include internship experience)
9
Skills For Financial Data Analyst Intern Resume
- Superb attention to detail and financial data analysis skills
- Organizational and time management skills with the ability to manage multiple projects simultaneously with tight deadlines
- Consolidating and eliminating duplication of analysis effort through trending and pattern analysis/recognition
- Drafting, editing and consolidating briefings and other informational documents with an emphasis on accuracy, quality, and timeliness
- Understanding of and experience documenting as-is and to-be solutions to business needs
- Working with large forms of data in Excel (vlookups, pivot tables and formulas with a strong emphasis on text)
- Networking opportunities with department leaders, gain real-world experience, and keep up with the financial industry
- Ensure data governance by performing validation testing, documenting and determining acceptability/impact of deviations and notifying appropriate audiences
10
Skills For Financial Data Analyst / Umms Resume
- Experience developing reporting and data mapping strategies involving large data sets
- Experience working with data: data mapping, pulling data, and updating data
- Experience with a Budgeting and Forecasting tool and the budgeting forecasting process and models
- MS Excel VBA scripting experience that involves first writing or recording and then tailoring complex scripts
- In-depth knowledge and experience with coding/scripting and using technology (not Excel) to manipulate data
- Experience involving data acumen, data blending, data governance, supporting various source systems and/or the ability to build reports to extract data
- Experience with, or understanding of, financial statement/balance sheet analysis, statistical techniques, modelling, and machine learning
- Experience performing financial and ad hoc analysis using data reporting tools
List of Typical Responsibilities For a Financial Data Analyst Resume
1
Responsibilities For Senior Financial Data Analyst Resume
- Advanced skills with Excel including macros, pivot tables, vlookups
- Three or more years experience in data analysis/modeling
- Experience working with SaaS companies
- Experience performing quantitative analysis, preferably for an internet or technology company
- Proven track record of mathematical and quantitative problem solving
- Experience with accounting methodologies, principles, practices and regulatory requirements
2
Responsibilities For Financial / Data Analyst Resume
- Experience in a large financial institution or multi-national organization
- Good knowledge of Business Intelligence (SAP Business Objects)
- Very good knowledge of MS PowerPoint and MS Excel (i.e. comfortable with pivot tables, vlookup, if statements)
- Data validation and solution driven analysis
- Experience with data and/or financial analytics
3
Responsibilities For Senior Financial / Data Analyst Resume
- Proactive individual that can build effective relationships with business managers and staff
- Audit and validate data as part of the issuance and performance data collection and production process
- Validate financial information such as accruals and rebates
- Work experience in a related field pred
- Strategize with cross-functional teams to improve our client experience and operational efficiency
4
Responsibilities For Senior Financial Data Analyst Major Accounts Resume
- Strategize with cross-functional teams to improve our client experience, operational efficiency, and prospective opportunities
- Understanding of Federal financial, award and/or grant data, including definitions, transactions, reconciliation and reporting requirements
- Facilitating client in timely publishing of country’s Sovereign ratings
- Facilitating the Analyst in timely publishing of country’s Sovereign ratings
- Assisting with monthly and quarterly close activities, perform research and reconciliation on outstanding invoices and sales opportunities
- Assisting in financial analysis, reporting and decision support for the Commercial organization and senior management
- Working on special projects and perform ad hoc financial reporting and analysis as required
5
Responsibilities For Financial Data Analyst, Optumrx Resume
- Identifying data sources and building models to discover insights and opportunities
- Supporting and collaborating with key partners outside the organization on special projects
- Budgeting: Assist with budget and cost controls, financial analysis, accounting practices and reports
- Accounting Designation (CA, CGA, CMA) or MBA considered an asset
- Maintaining Access database and other data warehouse used for monthly reportings
- Assisting with preparation of presentations to senior management and Corporate finance
6
Responsibilities For Lead Financial Data Analyst Resume
- Outstanding academic record in an relevant quantitative field (economics, mathematics, statistics)
- Profiling and analysis of Global Financial data to identify continuous improvement opportunities and maximize availability and quality of Global Financial Data
- Unfailing commitment to internal and external customer service
- Understanding of, and identification with G Adventures’ Core Values
- Provide support to all areas including manufacturing operations, product/process costing, and special project analyses with an engineering emphasis
- Build new reporting in our SQL Business Intelligence Tool to automate existing reporting and work with internal teams to develop new desired reporting
- In-depth understanding in analyzing and solving problems
- Ensure timeliness and quality of data captured including the ongoing monitoring of the quality of data by outsourced resources
7
Responsibilities For IT Financial Data Analyst Resume
- Adept at creating queries, writing reports and presenting findings
- Obtain and update security data master and accounting system using various sources including Bloomberg, DTC
- Participate in ongoing process improvements and optimization efforts of the databases used for housing and processing non financial data
- Practical knowledge and understanding of costing methods within a manufacturing environment
- Work with internal resources to confirm correct status, pricing, etc. to ensure accuracy of internal invoicing and remittances
- Technical expertise in data modeling, database design development, data mining and data segmentation
8
Responsibilities For Financial Data Analyst Senior Resume
- Responsible for reviewing and understanding financial statements, official statements and other documents related to issuers’ performance
- Frequently liaise with analysts and accounting specialists in order to understand the application of accounting concepts on a particular entity
- Responsible for reviewing and understanding financial and operational metrics and other documents/statement related to public finance issuers (municipalities)
- Aid SFA in establishing project ROI’s and enhancing the BI roadmap
- Responsible for analyzing and evaluating performance metrics and resources
- Assist in reviewing rebate programs and providing feedback to BU controller to approve rebates
- Support in reviewing rebate programs and providing feedback to Business Division Controller
9
Responsibilities For Financial Data Analyst Intern Resume
- Field questions and troubleshoot reporting abnormalities within multiple internal reporting systems
- Assist the Senior Manager with Request for Proposals (RFPs) by gathering key information and coordinating responses with sales partners
- Proficiency working with Microsoft Office, including intermediate Excel
- Research new credit rating sources and assist in buying decisions for associated data licenses
- Leverage SQL and internal tools to update and maintain the integrity of our credit rating offering
10
Responsibilities For Financial Data Analyst / Umms Resume
- Financial data scientist developing predictive models for financial forecasting
- Design and build macros and pivot tables to facilitate reporting, analysis and decision making on large financial data excel files
- Data mining and compilation of data from multiple sources
- Advanced working knowledge of Microsoft Excel, Word, PowerPoint and Access
- Compile financial data for industrial companies using annual reports, 10-Ks, 10-Qs and other sources
- Provide accurate, relevant and meaningful ad-hoc analysis to management to support strategic and tactical decision-making
- Lead and promote data exploitation techniques related to the mining of financial data to uncover illicit financial transactions
- Apply financial industry anti-money laundering best practices and techniques to Intelligence Community (IC) problem sets against US national security threats
- Partner with internal lines of business to remediate legal entity data between security data master and trading systems
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