Financial Operations Analyst Resume Sample
Gail Shields
974 Halvorson Courts,
Dallas,
TX
+1 (555) 241 9650
Work Experience
Senior Financial Operations Analyst
05/2018
-
PRESENT
Dallas, TX
- Work with payroll/procurement to create and meet deadlines that support timely payout to sales reps and customers
- Hands-on implementation or end user experience with enterprise resource planning applications such as Oracle, SAP, Netsuite or Intacct Experience working on Agile projects defining business requirements, tracking and resolving issues, conducting user acceptance testing and delivering training and support
- Provide management support for multiple projects across the Finance organization
- Build project execution documentation, including charters, status reports, and other governance tools
- Manage reporting and resolution of issues, risks, and dependencies, proactively identifying potential planning gaps, suggesting mitigations to risks, actions to close issues or complete open items
- Partner with IT to develop system requirements, establish timelines, and ensure on time completion of projects
- Identify opportunities to improve process or leverage technology to automate activities
- Develop process taxonomy and facilitate the development of process level documentation, key performance indicators, and measurement tools
- Analyze, prepare, and post journal entries as well as budget adjustments and transfers
Financial Operations Analyst
03/2014
-
01/2018
Dallas, TX
- Reconcile and prepare various state and federal allocation distribution calculations
- Reconcile and prepare regular expenditures and revenue schedules for PEC categorical programs
- Prepare and maintain various financial, narrative, and statistical reports related to the PEC operation
- Organize, coordinate, and review assigned accounts payable programs in order to ensure compliance with federal and state laws, regulations, codes, and SELPA policies
- Process PEC grant award letters and manage process and reporting
- Conduct a Budget-to-Actuals analysis
- Assist with submission of SACS reports (SEMA and SEMB, Table 8, Mental Health, etc.)
- Assist with preparation of inter-SELPA and intra-SELPA quarter billing worksheets and invoices
Business Financial / Operations Analyst
03/2010
-
11/2013
Philadelphia, PA
- Review and reconcile FTEs of PEC and SELPA staff and provide this information for allocation of property taxes and unreimbursed cost billings
- Review Alameda County Office of Education (ACOE) quarterly reports for unreimbursed cost billings to the District
- Review District/SELPA site agreements; develop and process contracts for the PEC program
- Provide monthly personnel Activity Reports and funding calculations for IDEA programs
- Use computer technology and application software to develop, create, and manipulate databases, spreadsheets, word processing documents, and graphics for reports and presentations
- Keep current on state law affecting financial and reporting activities
- Assist with analysis and reviews of IEP invoicing to ensure compliance with contracts
- Ensure the propriety and legality of all financial transactions and disbursements
Education
Strayer University - Birmingham Campus
2006 - 2010
Bachelor's Degree in Accounting
Professional Skills
- Excellent written and oral communication skills and experience developing and presenting complex information to management
- Demonstrated excellent verbal and written communications and interpersonal skills
- Strong communication skills and ability to communicate effectively via email
- Strong PC skills utilizing the Microsoft Office suite, including Excel and PowerPoint
- Self-starting, highly disciplined and team oriented individual with strong analytical and problem solving skills
- Strong attention to detail and experience working with systems, data validation, and auditing of reports
- Excellent organizational, analytical, verbal and written communication skills
How to write Financial Operations Analyst Resume
Financial Operations Analyst role is responsible for analytical, excel, microsoft, interpersonal, business, advanced, finance, player, communications, powerpoint.
To write great resume for financial operations analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Operations Analyst Resume
The section contact information is important in your financial 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 Financial Operations Analyst Resume
The section work experience is an essential part of your financial 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 financial 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 financial operations analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Operations Analyst resume experience can include:
- Excellent organizational skills coupled with strong communication skills. Accuracy and effective problem solving/analytical skills
- Demonstrated leadership skills, analytical and problem solving skills as well as excellent communication skills are essential
- Strong team player with good interpersonal skills, backed up by good track record of working with business stakeholders
- Strong analytical skills, including proficiency in Excel, Visio and Powerpoint
- Strong analytical skills, including proficiency in Excel, Visio, and PowerPoint
- Manage multiple responsibilities, prioritize effectively and mange to and meet deadlines without suffering on quality and accuracy
Education on a Financial Operations Analyst Resume
Make sure to make education a priority on your financial 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 financial 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 Financial Operations Analyst Resume
When listing skills on your financial 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 financial operations analyst skills:
- Excel experience (e.g. experience consolidating and joining data, creating formulas, macro development)
- Interact with multiple constituencies and exercise "people skills" in order to provide excellent customer service
- Demonstrated ability to effectively communicate with and influence all levels of management
- Advanced data management and strong Excel skills are essential
- Demonstrated problem solving experience, including providing business insights and recommendations from data sets
- Curious and committed in constantly self-developing the technical skills as well as business knowledge
List of Typical Experience For a Financial Operations Analyst Resume
1
Experience For Senior Financial Operations Analyst Resume
- Outstanding communication, interpersonal, organizational and team skills
- Skills performing quantitative data analysis, preferably including model development
- Proficient with Microsoft Office; intermediate skills with Microsoft Excel; understanding of transactional flow and processes in ERP systems
- Intermediate to Advanced MS Office Skills, with a focus on Excel and Access and Oracle Financials
- Partners effectively with the Operations Team Manager(s) to ensure financial commitments are met monthly, quarterly and annually
2
Experience For Financial / Operations Analyst Resume
- Communicate effectively the results of analysis to management and other units in the Bank
- Communicate effectively with IFC Treasury Support Staff and management both in Chennai and in Washington, D.C. (HQ) on the status of all assigned activities
- Communicate effectively with other units both in Chennai and Washington, D.C. (HQ)
- Strong IT systems experience and aptitude
- Advanced SQL, Excel, Access, and Tableau skills
- Paralegal experience and negotiation experience
- Accounting experience specifically related to income statements, and/or general ledger accounting
- Experience creating desk top procedures (DTP’s), job aids, and other training/instructional material
3
Experience For Business Financial / Operations Analyst Resume
- Strong orientation towards customer service including tact, patience and diplomacy when dealing with internal and external customers
- More than 1 year of experience in financial forecasting and developing Estimates at Completion
- More than 3 years of experience in financial forecasting and developing Estimates at Completion
- Public accounting, and/or corporate accounting / operations experience, ideally in technology industry
- Responsible for training new hires and less experienced team members
4
Experience For Financial Operations Analyst / Specialist Ld Resume
- BA/BS in Accounting or Finance with 3 to 5 years related business experience
- Related post-secondary education and experience in a Finance, accounting or business management related role required
- Good knowledge of treasury back office controls and reporting
- One or more years of Finance, Accounting, Finance Ops related experience
- Demonstrated knowledge and understanding of SCM programs
5
Experience For Financial & Operations Analyst Resume
- Solid background in accounting highly desired
- Experience with AAM Business Process Implementation and Accounting Analytics
- Extensive experience and proficiency with Microsoft Office applications, including Word, Excel, Access, Power Point, and Outlook
- Finance strategy, transformation, consulting or operations related experience
- Big 4 or top tier management consulting experience
- Experience in the accounting and/or finance field
6
Experience For Financial Operations Analyst Senior Resume
- Multi-task and manage multiple conflicting priorities
- A strong business acumen and problem solving ability
- Business process improvement experience and training
- Prioritize IT services work within the assigned sites and keep a working log of top issues and status
- Calculate monthly rebates and validate customer requests. On a quarterly basis, review the accounting rebate accrual for completeness
- Proven ability to problem solve both independently and as part of a team
- Demonstrated general understanding of averages, ratios and statistics
- Operational performance reporting experience within an Operations Finance organization
- Experience of Business Partnering with the Program and other functions
7
Experience For Financial Operations Analyst for Academic Affairs Resume
- Strong understanding of market affordability and techniques to improve and maximize affordability
- Develop and sustain effective relationships with internal and external partners and clients, including market counterparts, custodians, agents, and banks
- Experience with enterprise performance management/business intelligence tools
- Previous experience with Complex global enterprise systems
- Effective interpersonal and team relationships
- Strong ability to extract, analyze large and complex data sets and arrive at conclusions
- Demonstrated ability to structure and process qualitative or quantitative data and draw insightful conclusions
- Meet multiple deadlines and handle multiple priorities
8
Experience For Senior Financial & Operations Analyst Resume
- Work experience in Finance, Analytics, Sales Operations, and/or a related analytical field
- Posses excellent business English vocabulary
- Good knowledge of SWIFT and other settlement systems
- Good knowledge of Summit system a distinct advantage
- Advanced experience with MS Office Suite of Products (especially in Excel, Access & PowerPoint)
- Query tool experience (e.g., SQL/Cognos)
- Experience with MS Office Suite of Products (especially in Excel)
- Experience with Financial forecast, Long Range Business Planning
9
Experience For International Financial Operations Analyst Imea Region Resume
- Experience in finance/finance operations
- Or any combination of experience that provides an equivalent background
- Strong work ethic with ability to leverage others and work in cross functional environment
- Demonstrated history of analytical and innovative mindset
- Experience with financial concepts
- Experience with Development and/or Production Programs
- Experience with CSPR, Cognos, FPCR, EPAS and/or EAS
- Extracting data and compiling performance reports while assisting with preparing variance analyses
10
Experience For International Financial / Operations Analyst Resume
- Learning and growing in other functional areas such as Scheduling, Financial Planning, Material Cost Analysis, etc
- Growing and supporting financial planning processes and forecasting models
- Streamlining our partner commission reporting
- Automating revenue recognition processes considering the adoption of ASC 606
- Evaluating and implementing new vendors for an internal procurement system
List of Typical Skills For a Financial Operations Analyst Resume
1
Skills For Senior Financial Operations Analyst Resume
- Partners with Corporate Finance in Basking Ridge, NJ and Accounting in Lake Mary, FL on regular basis for corporate financial exercises, reporting, month end close procedures, etc
- Effective verbal and written communication, Strong PC skills (Primarily MS Access, Excel, Word, Essbase), ability to be a “team player”
- Excellent presentation skills with ability to develop and deliver effective presentations to a variety of audiences
- Strong technical skills including Microsoft Products
- Strong analytical and interpersonal skills, with the ability to see the “big picture” in addition to putting together the numbers
2
Skills For Financial / Operations Analyst Resume
- Experience within finance discipline to effectively perform routine to complex assignments
- Demonstrated analytical skills (i.e. ability to define problems, collect data, establish facts, draw conclusions and make recommendations)
- Strong analytical skills, ability to develop and maintain extensive and complex spreadsheets
- Preference would be given to individuals with excellent Excel, Hyperion, Microsoft Office Suite, and SAP skills
- Strong organizational skills and ability to create efficiency in workflow
- Strong professional communications skills both verbal and written in this customer facing role
- Contribute to team performance with strong interpersonal and communication skills
- Strong collaborative skills
3
Skills For Business Financial / Operations Analyst Resume
- Strong skills in MS Office and proficiency in MS Excel
- Strong experience in finance contracting, business and financial operations environment
- To perform this job successfully, the following skills are required
- Demonstrated experience in troubleshooting, facilitation, project management and issue resolution
- Work with the On-Site Support Leads to develop strong collaborative IT, supplier and business working relationships to ensure effective IT services
4
Skills For Financial Operations Analyst / Specialist Ld Resume
- Proactive and enthusiastic approach to learning new skills
- IT Skills including a high level of competency in Microsoft Excel
- Good knowledge of treasury products and processing experience
- Exceptional oral and written communication skills
- Exposure to Technical Skills (sql, database, macros,etc)
- Posses great excel and presentation skills
- Effectively respond to customer and supplier inquiries and concerns
- Use and apply organizational, planning and analytical skills
5
Skills For Financial & Operations Analyst Resume
- Math, finance and business administration skills
- Verbal and written business communication skills
- Work and effectively communicate with all levels of management
- Advance MS excel skills including ability to create macros and pivot tables
- Advanced excel skills to include macros, pivot tables, v-lookups, etc. are mandatory
- Microsoft applications skills required
6
Skills For Financial Operations Analyst Senior Resume
- Advanced computing skills, specifically Microsoft Excel
- Coordinate and communicate effectively across functions, including regular interaction with Executive leadership
- Work with and construct Excel spreadsheets/PowerPoint presentations effectively
- Experience with small to medium sized projects with specific experience in
- Exceptional communication skills with ability to work cooperatively and proactively with colleagues and vendors to anticipate needs of Travelers
- Top notch Excel skills (v/h lookups, pivot tables, complex formulas, financial modeling and macros)
- Access Database skills could be helpful
- Effectively articulate data that is in request
7
Skills For Financial Operations Analyst for Academic Affairs Resume
- Develop effective interpersonal networks within the organization (experience with complex organizational structures)
- Robust analytical skills with ability to synthesize large amount of data from various sources
- Demonstration of interpersonal, written, and oral communication skills
- Communicate effectively within the organization and with external stakeholders
- Data manipulation and analysis skills
- Advanced skills in Excel including pivot tables and other data analysis tools
8
Skills For Senior Financial & Operations Analyst Resume
- Consolidating legacy billing systems onto our new home-grown platform
- Banking experience/background (teller/front line role is applicable)/recent college graduates could work well in this role
- Validating invoices for accuracy and processing payment
- Working experience with proposal generation (BOE’s)
- Strong understanding and practice of general accounting, forecasting and budgeting concepts and principles, in-depth knowledge of financial processes
- Solid understanding of the budget cycle; long-term financial planning and multi-year budgeting would be an asset
- Validate and process new and existing transactions executed by various IFC Treasury trading desks, including desks in Washington DC, London and Singapore
- Experience with collecting and analyzing data and generating metrics reports
9
Skills For International Financial Operations Analyst Imea Region Resume
- Military experience as an Operations Logistics Officer developing and managing plans, training, budget, supply, and facilities
- Demonstrated desire for continued learning in the field and enthusiasm to proactively seek out learning activities
- Experience preparing monthly reporting decks with explanations and analysis of actual versus plan
- Previous experience of base lining and transitioning programs from acquire to execute
- Solid understanding of accounting concepts and transactional flow
- Experience with Estimate at Completion, data analysis, budgeting and cost performance reporting
- Healthcare financial analysis experience with accruals, creating models and working with vendor contracts
10
Skills For International Financial / Operations Analyst Resume
- Significant experience developing process flows (using Visio)
- Experience reviewing and analyzing the full P&L
- Experience working at a manufacturing or distribution company
- Full responsibility for PO management, goods receipts, partner invoice processing and other partner related financial operations
- Experience in an academic healthcare setting
- Organized and experience multi-tasking
- One or more years of billing and collection experience
- Two or more years of Finance, Accounting, and Finance Operations related experience
List of Typical Responsibilities For a Financial Operations Analyst Resume
1
Responsibilities For Senior Financial Operations Analyst Resume
- Strong team player with interpersonal skills and ability to problem solve issues with cross functional teams
- Experience in finance or accounting operations
- Develop and sustain effective relationships with internal and external partners and clients, including market counterparts, custodians, agents and banks
- P2P finance experience, with emphasis on Accounts Payable
- P2P, audit or quality experience
2
Responsibilities For Financial / Operations Analyst Resume
- Validate overpayments, complete Approach document and forward necessary files and documents for CCU Load
- Understanding of purchasing, inventory and warehouse operational processes
- Working towards a professional accounting designation an asset
- Performing programme level analysis of cost and/or schedule variances with root cause analysis and potential problem solving or risk/opportunity identification
- Supporting and helping to develop resource forecasts and/or Estimates at Completion (EACs) with margin improvement plans
- Reconciling data from multiple sources and performing general support of financial statements forecasts
3
Responsibilities For Business Financial / Operations Analyst Resume
- Reporting - Develops, reviews, and provides transactional, departmental, financial and management reporting, metrics and analysis on a routine and ad hoc basis
- Understanding of treasury products / financial instrument accounting
- Developing forecast and identifying trends
- Creating PowerPoint presentations and communicating results to management
- Understanding of basic data structures
- Working with multiple teams to support and maintain proposal and execution budgets and track variance to budget
4
Responsibilities For Financial Operations Analyst / Specialist Ld Resume
- Communicating cost trends and risk analysis with key stakeholders
- Maintaining Earned Value Management (EVM) practices where applicable
- Understanding of UK Government Commercial Mechanisms
- Understanding of intercompany commercial and financial Mechanisms
- Partnering with customers across functions and levels to provide business intelligence and recommendations to drive business results
- Analyzing daily/weekly/monthly financial performance and support customer questions
- Supporting functional Cost Reduction Initiatives (CRI) across the business
5
Responsibilities For Financial & Operations Analyst Resume
- Performing programme level analysis of cost and schedule variances with root cause analysis and problem solving or risk/opportunity identification
- Training support for regional operations teams
- Perform monthly collections on outstanding Wireless miscellaneous billing invoices to ensure all aging targets are met
- Process invoices for miscellaneous wireless billing for business and government accounts including verifying source information for accuracy
- Monitor the customer inquiries email box by researching and responding to various billing requests
- Point of contact for all invoice billing disputes. Responsible for resolution of disputes and correcting invoicing if required
- Generate finance related reporting from a variety of accounting/media systems as well as follow up on all discrepancies associated with billing reports
6
Responsibilities For Financial Operations Analyst Senior Resume
- Assists in developing strategic plans (financial planning) and business cases as-needed including special projects
- Oversee and analyze detailed monthly, quarterly, and annual reporting, budgeting, and forecasting
- Act as the ‘On-Point’ in detecting and raising key compliance gaps in day-to-day Order-To-Cash key processes
- Finance Order-To-Cash experience, with emphasis on Accounts Receivable management, Cash Applications, Collection management and Credit origination/adjudication experience
- Superior understanding of the full OTC processes work in identifying process opportunities through day-to-day issues
- Great understanding of the full P2P process in identifying process opportunities through day-to-day issues
- Act as the ‘On-Point’ in detecting and raising key compliance gaps in day-to-day Cash Applications key processes
- Act as the ‘On-Point’ in detecting and raising key compliance gaps in day-to-day Accounts Receivable key processes
7
Responsibilities For Financial Operations Analyst for Academic Affairs Resume
- Act as the ‘On-Point’ in detecting and raising key compliance gaps in day-to-day Credit key processes
- Perform data mining utilizing CPT, HCPCS, DRG, ICD-9, ICD-10, etc., to identify recovery opportunities
- Is able to commit to deliverables and maintain timely turnaround times while performing quality reviews and accurate processing of projects
- Deliver on annual budgeting projects utilizing data warehouse information
- Monthly and quarterly financial reporting, including but not limited to variance and trend analysis and budget vs. actual analysis
- Responsible for completing financial activities for the purpose of accurate and timely reporting both internally and externally
8
Responsibilities For Senior Financial & Operations Analyst Resume
- Maintains performance management reporting. Supports accurate balance sheet/P&L reporting
- Actively involved in month end close process related to revenue, including reconciling revenue
- Responsible for system testing within billing related systems: SalesForce, Oracle CRM and PeopleSoft
- Completes ad hoc reporting and analysis on cost centers, general ledger accounts and projects including trend analysis
- Key support role during monthly forecast and annual budget processes, and during process improvement initiatives in both areas
- Provide ad hoc support to the Operations, Finance and Supply Chain teams during cost reduction, productivity and manufacturing footprint analyses
9
Responsibilities For International Financial Operations Analyst Imea Region Resume
- Foster a working together environment across F-15 Finance, collaborating closely with team leads and program leadership
- Continually look for opportunities to improve processes and internal controls. Be responsible for promoting controls and ensuring compliance
- Create and develop complex databases and reporting to perform data mining, research, and analysis of financial data
- Advanced working knowledge of accounting fundamentals
- Extensive knowledge of budgeting and estimating techniques
- Assist Billing Coordinator in resolving media payable issues with ReSources and/or the agency for discrepancy resolution on vendor payable inquiries
- Self-starter with a high affinity for identifying and solving problems
- Researches and resolves Accounts Payable issues by interpreting data to provide customers insights, for instance, Work Order and PO Reporting
10
Responsibilities For International Financial / Operations Analyst Resume
- Extracts data and compiles routine performance reports and assists with preparing variance analyses and standard weekly/monthly reporting
- Provide variance analysis for actuals/performance reporting; support monthly cost reviews with finance and engineering leadership
- Support ad hoc activities - resolve issues related to forecasting, charging, and other on-demand reports
- Serve as the direct point of contact for all customer inquiries and work with internal sales/support teams to ensure timely resolution of outstanding issues
- Research and coordinate any billing adjustments and credits
- Impact operations and effect change without being confrontational
- Provide direction and training to team members
- Reach out to claims managers to provide education when claims processing errors are identified
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