Financial Reporting Analyst Resume Sample
Rosamond Lang
10170 Amy Throughway,
San Francisco,
CA
+1 (555) 371 3370
Work Experience
Senior Financial Reporting Analyst
06/2017
-
PRESENT
Boston, MA
- Assist in preparation of board of director’s presentations
- Assist in the maintaining, evaluating and monitoring compliance with the Company’s financial policies and procedures manual
- Maintain financial reporting business process documentation in the Company’s SOX software application
- Primarily responsible for preparing the annual U.S. GAAP Financial Statements to ensure accuracy, compliance with reporting framework and consistency with other external reports
- Assist in the management of day-to-day financial reporting responsibilities including developing ways to improve reporting templates focusing on efficiency and compliance with U.S. GAAP
- By-desk and advisory team monitors the desks’ capital usage versus the assigned targets and support in Advisory related daily tasks
- Prepare SEC financial filings, including the annual report on Form 10-K and the quarterly report on Form 10-Q
Financial Reporting Analyst
10/2011
-
04/2017
Dallas, TX
- Knowledge of Citi products and services, including but not limited to bank products and Treasury transactions. Systems knowledge/background - eDealer, Report on Demand, Genesis, Financial full Suite, FMS, Flexcube, Transactor, and GLRS
- Knowledge of Citi products and services, including but not limited to bank products and Treasury transactions
- Systems knowledge/background - Oasys Trade Capture, edealer, genesis, fms, report on demand, Flexcube and GLRS
- Systems knowledge/background - eDealer, Report on Demand, Genesis, Financial full Suite, FMS, Flexcube, Transactor, and GLRS
- Perform data reconciliation and adjustment support functions as outlined in the DRA roles and responsibilities
- Coordinate with finance, product control, operations contacts to facilitate data reconciliation through adjustments
- Support the investigation and documentation of data reconciliation and validation issues (requiring adjustments), facilitating strategic remediation through the IMR process
- Prepare metrics required to monitor, manage service delivery and process efficiency
- Experience in an accounting/life insurance industry role
Junior Financial Reporting Analyst
11/2004
-
09/2011
Boston, MA
- Prepare and coordinate detailed work papers to support disclosures included in financial statements and
- Point of Contact for system changes in Optima
- Lead Monthly calls with sources to determine progress of current and upcoming projects (Low - Med Business impact)
- Coordinate issue resolution during MQC SDLC (Software Development Life Cycle - Med-High MQCs)
- Responsible for preparing the annual U.S. GAAP Financial Statements to ensure accuracy, compliance with reporting framework and consistency with other external reports
- Compiling data for and prepares periodic financial reports of a highly complex nature
- Statistical Reporting team covers Central Bank reporting for key monetary statistics, based on which important monetary policy decisions are made
- Familiarization with regulatory reports and requirements
- Knowledge of Citi products and services, including but not limited to bank products and broker-dealer transactions. Systems knowledge/background - eDealer, Report on Demand, Genesis, Financial full Suite, FMS, Flexcube, Transactor, and GLRS
Education
University of Phoenix - Vancouver Learning Center
1998 - 2003
Bachelor's Degree in Accounting
Professional Skills
- Excellent organization skills.Excellent communication skills
- Excellent relationship skills and strong communication skills, both verbal & written
- Strong analytical and planning skills. Excellent organization and execution skills
- Strong working knowledge and experience with Excel as well as strong skills in PC software applications and presentation tools
- Strong computer skills including Microsoft Office in addition to advanced MS Excel skills
- Excellent interpersonal skills and strong analytical skill
- Excellent organizational and problem-solving skills with the ability to independently prioritize multiple tasks and bring projects to completion
How to write Financial Reporting Analyst Resume
Financial Reporting Analyst role is responsible for analytical, excel, advanced, interpersonal, microsoft, organizational, financial, business, technical, reporting.
To write great resume for financial reporting analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Reporting Analyst Resume
The section contact information is important in your financial reporting 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 Reporting Analyst Resume
The section work experience is an essential part of your financial reporting 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 reporting 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 reporting analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Reporting Analyst resume experience can include:
- Good communication skills - ability to effectively present information and respond to questions from managers and colleagues
- Demonstrated strong financial analytical skills
- Excellent organizational skills and the ability to handle multiple priorities simultaneously
- Excellent team player who possesses solid interpersonal and organizational skills
- Demonstrate strong communication skills in order to explain data and analysis in a compelling and understandable way
- Excellent organizational skills ensuring timely responses as it relates to balancing discrepancies, paying invoices and processing ACH returns
Education on a Financial Reporting Analyst Resume
Make sure to make education a priority on your financial reporting 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 reporting 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 Reporting Analyst Resume
When listing skills on your financial reporting 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 reporting analyst skills:
- Excellent verbal and written communication skills with the ability to effectively interact with all stakeholders including senior leadership directly
- Work under tight deadlines and effectively managing priorities are other required key skills
- Position requires good communication skills and the ability to deal effectively with all levels
- Proven professional skills – 2-4 years of experience with Mutual Funds - Corporate Action processing Voluntary, Mandatory, Domestic and International required
- Strong financial modeling skills in Excel and experience with PowerPoint
- Strong organizational skills, an eye for details, and a demonstrated ability to multi-task
List of Typical Experience For a Financial Reporting Analyst Resume
1
Experience For Senior Financial Reporting Analyst Resume
- Excellent problem solving skills. Excellent oral and written communication skills
- Demonstrated strong organizational, multi-tasking and prioritization skills delivering commitments despite time contraints
- Strong time management, organizational skills, and data analytic skills
- Demonstrated strong technical accounting background and research skills (US GAAP)
- Strong PC skills, including being proficient in Excel and creating graphs, pivot tables and macros
- Strong computer skills, MS Excel in particular (managing spreadsheets, creating charts and using advanced formulas and macros)
2
Experience For Rohq-fro-financial Reporting Analyst Resume
- Represents Financial Reporting as someone with strong technical accounting skills
- Mathematical skills –enjoys working with & analyzing figures and strong ability to compute figures
- Strong financial modeling, reporting and data analysis skills
- Strong analytical, problem-solving, quantitative and financial modeling skills
- Incredible Excel skills and experience manipulating and investigating large amounts of data
- Show highly adept time management expertise and manage competing priorities and tasks effectively
- Excellent computer skills with advanced knowledge of Microsoft suite including Excel (V lookup, pivot tables, charts and graphs, etc) and Powerpoint required
- Strong problem solving, analytical skills and excel (formulas, pivot tables, v-look ups
3
Experience For Lead Financial Reporting Analyst Resume
- Progressive financial experience: financial analysis, and reporting knowledge skills
- Excellent organizational. time management, process. analytical and problem solving skills
- Excellent computer skills - Expert level use and understanding of MS Excel, ability to work with databases & PowerPoint
- Advanced knowledge of GAAP with strong problem solving skills to deal with complex transactions
- The ability to build and develop good working relationships with key stakeholders and communicate effectively
- Strong analytical skills and ability to assimilate and synthesize a large amount of information, being able to sense check the results for reasonability
4
Experience For SEC Financial Reporting Analyst Resume
- Strong communication skills and the ability to read/mirror your audience
- Excellent communication skills (both written and verbal) are required
- Good communication skills and an ability to communicate complex matters to a variety of stakeholders
- Strong communication skills – verbal, written
- Possess strong project management skills and ability to achieve results
- Strong PC skills and proficiency with spreadsheet programs, such as MS Excel, are essential
- Good oral / written communication skills given exposure / interaction with partners and customers across various locations and culture
- Support cash forecasting process and ensure that the company’s cash flow is adequate to operate effectively
5
Experience For Fro-rohq-financial Reporting Analyst Resume
- Proven leadership, organizational, interpersonal, analytical, and problem-solving skills
- Demonstrates organizational, time management, oral and written communications, and multi-tasking skills
- Researching Skills. Creative in finding various industry and economic data from outside the company to support various analysis
- Demonstrated experience understanding contracts, extracting financial information and determining necessary accounting
- Consolidate financial statements using HFM, including preparation of consolidating journal entries
- Develop strong understanding of international finance in regards to Foreign Currency Translations, Consolidations, and Transfer Pricing Arrangements
- Demonstrated experience in recording accounting of transactions within an ERP system
6
Experience For Group Financial Reporting Analyst Resume
- Solid experience with reporting tools such as SQL server reporting services (SSRS) or the like
- Strong Background and Experienced using Financial Reporting Packages, Excel or relevant Business Applications
- Good accounting knowledge on commercial banking and / or capital markets or related work experience
- Experience with SEC filings (10Ks, 10Qs) or 2+ years of public accounting experience, auditing publicly traded clients
- Experience with manufacturing entities is strongly desired
- Assist in the preparation of the monthly and quarterly consolidated financial statements including the consolidated balance sheet and cash flow statement
7
Experience For HFM Systems Application & Financial Reporting Analyst Resume
- Current CPA designation required with prior public accounting experience
- Experience in reporting and analyses environment, financial industry experience
- Proven experience in SEC reporting
- Good knowledge and experience of working with financial statements : BS, P&L , financial and business plans, financial reports
- Great multitasking, technical, research and analytical skills
8
Experience For International Financial Reporting Analyst Resume
- Experience of reporting and/or financial analysis experience
- Advanced skills in utilizing Excel, PowerPoint, Word and Outlook
- Demonstrated ability to prioritize and handle competing assignments simultaneously
- Prepare weekly consolidated AR report including consolidation of regional explanations of AR greater than 90 days
- Experience with Sarbanes-Oxley and experience evaluating internal controls
- Assist with ongoing maintenance of consolidation software and consolidation structure
- Help prepare consolidated financial statements and consolidating journal entries
- Advanced modeling skills with Excel and ERP software
9
Experience For Intermediate Financial Reporting Analyst Resume
- Demonstrated success managing multiple high-priority projects in a deadline driven environment
- Advanced Microsoft Excel skills including pivot-tables and v-lookup functions
- Good analytical, problem solving and presentation skill
- Experience in working with an Accountancy ERP package – Oracle or SAP experience would be an advantage
- Computer literacy with skills in financial analysis software
10
Experience For Treasury Financial Reporting Analyst Resume
- Prior experience to audit and/or financial accounting within asset management/financial services is considered highly advantageous
- Consolidates financial results at the parent company level to support the needs for consolidated information
- Foundation of accounting practices and skills
- Demonstrated experience preparing and/or analyzing financial statements, and drafting notes to financial statements
- Computer skills including Microsoft Office (Excel and Word) and accounting general ledger software packages
- Able to work independently and effectively within time constraints in a deadline driven environment
- Effectively communicate with business leads
- Proficient in Microsoft Office Suite Systems, intermediate to advanced Excel skills required
- Prior general accounting experience in the health care field
List of Typical Skills For a Financial Reporting Analyst Resume
1
Skills For Senior Financial Reporting Analyst Resume
- Excellent attention to detail and strong communication skills (both verbal and written) and interpersonal skills
- Detail-oriented analytical skills, can work with big data sets and has good data tracing and data analysis skills
- Strong communication skills (verbal, written, interpersonal); presentation skills; ensure information is shared in a clear, concise and collaborative manner
- Excellent analytical skills and proven ability to handle complex issuesFamiliar with general ledger main frame computer systems
- Strong interpersonal skills necessary to develop strong relationships with colleagues from different territories
- Both excellent organization skills and excellent attention to detail are requirements
- Mutual fund accounting or related mutual fund experience including 1 to 2 years of prior financial reporting and alternative investment experience
- Mutual fund accounting or related mutual fund experience including 1 to 2 years of prior financial reporting experience
- Strong technical accounting skills and working knowledge of U.S. GAAP and SEC reporting requirements
2
Skills For Rohq-fro-financial Reporting Analyst Resume
- Experience in supervisory skills and/or coaching / mentoring an advantage
- Four+ years prior general accounting experience in the health care field or five+ years experience in accounting
- Demonstrated partnering, influencing, and communication skills up and down an organizational structure to convey key elements in a concise and positive manner
- Strong accounting/reporting skills
- SEC/Reporting experience in the oil and gas industry experience OR 3-4 years of Big 4 experience OR a combination of both
- Strong excel skills including advanced functions knowledge
- Strong analytical and problem solving skills with ability to focus on details, as necessary
- Strong ERP System (i.e., Oracle)/Reporting Software (i.e., Hyperion) skills
- Excellent written and oral communications and organization skills, including with both business users and technical staff
3
Skills For Lead Financial Reporting Analyst Resume
- Strong analysis, troubleshooting and communication skills
- Effective planning and organization skills necessary to supervise staff
- Strong data analyzing and interpretation skills
- Excellent Excel skills, including lookup functions
- Revenue cycle experience or analytical experience; Experience in financial reporting systems and development
- Effective verbal/written communication skills to interact with all levels of Bank personnel
- Strong interpersonal, teamwork, organization, and time management skills
- Strong MS Excel and other MS Office/computer skills
4
Skills For SEC Financial Reporting Analyst Resume
- Well organised, attention to details and strong analytical skills
- Interact with senior management, portfolio managers, service providers and demonstrate the skills to manage expectations, perceptions, and outcomes
- Strong analytical, financial reporting and accounting skills
- Effective communication skills, both oral and written; ability to correspond with internal and external customers and 3rd parties
- Strong Microsoft Office skills (Excel, Word and Power Point)
- Strong Organizational Skills and Process documentation is paramount
- Demonstrated analytical skills with the ability to creatively problem solve
- Demonstrated written and verbal communication and interpersonal skills
5
Skills For Fro-rohq-financial Reporting Analyst Resume
- Effectively prioritize team assignments
- Strong accounting skills with decision making abilities
- Strong data mining and Excel skills
- Effective interpersonal skills required to develop and maintain positive, professional relationships with local and remote users
- Strong understanding of Banking, Accounting and Finance related processes and concepts with a strong understanding of Bank’s financial statements
- Patient accounting, budget or analytical experience in a healthcare setting; Experience in financial reporting systems and development
6
Skills For Group Financial Reporting Analyst Resume
- Experience including a combination of public accounting experience and responsibility for the SEC reporting function
- Typically requires 3-5 years of recent private company / SEC reporting experience including public accounting experience
- Advanced Excel modeling skills; well versed in creating pivots and utilizing Excel
- Prior experience of using Lean techniques for delivering process improvements
- Proven experience analyzing and resolving financial discrepancies
- Experience in public accounting and/or financial reporting experience
- Prior (2-3 years) experience in Accounting and/or Financial reporting role
- Finance/Accounting experience, specifically with experience in management reporting and analysis
7
Skills For HFM Systems Application & Financial Reporting Analyst Resume
- Five (5) years of financial reporting or decision support experience, Cost Accounting or Decision Support experience required
- Intermediate - expert level Excel skills (proficient with pivot tables, VLOOKUP, HLOOKUP, financial modelling & forecasting)
- Prepare monthly management report including supporting schedules such as consolidated AR analysis, consolidated FX analysis, etc
- Prior experience in financial reporting/auditing
- Demonstrated experience problem solving by working with various individuals within the organization
- Good collaborator and influencer - experience working cross-functionally
- Well-organised, self-sufficient and proactive, able to prioritise many competing priorities
8
Skills For International Financial Reporting Analyst Resume
- Self-motivated with strong attention to detail, excellent work ethic and a commitment to improving efficiency
- Strong financial reporting experience is required
- SEC reporting experience or large global company experience is desired
- Experience in SEC reporting experience
- Professional finance and/or accounting experience to include financial statement preparation experience
- Plan and prioritize work and handle multiple priorities and competing deliverables
- Leadership skills in leading kaizen (continuous improvement) efforts or project management
9
Skills For Intermediate Financial Reporting Analyst Resume
- Experience with Oracle eBS or Cloud and financial management tools such as SAP Business Planning & Consolidation (BPC) or Hyperion (HFM)
- Demonstrated strong proactive assertive approach to problem solving and communication
- Communicate effectively with a broad group of users with different backgrounds and languages
- Work effectively with business leaders to proactively drive key business initiatives and analyze and report the financial impact on the business
- Accurately and effectively analyze a high data volume
- Superior time management / organizational skills and ability to meet deadlines
- Advance level of Microsoft Excel skills
- Strong ability to prioritise, plan and deliver multiple tasks, manage conflicting deadlines in a fast paced dynamic organisation
10
Skills For Treasury Financial Reporting Analyst Resume
- Manage multiple and conflicting priorities under tight deadlines with a strong track record of timely delivery
- Challenge existing processes and recommend alternate courses of action and manage change effectively
- Communicate effectively with varying levels of management, external audit team, tax and legal support
- Communicate effectively, verbally and in written form
- Advanced Microsoft Excel and PowerPoint skills – Hyperion and CXO Cockpit an advantage
- Documentation and organizational skills
- Microsoft Office proficient with advanced Excel skills
- Communicate effectively and clearly to the finance teams around the group and to receive necessary information as support for financial disclosures
List of Typical Responsibilities For a Financial Reporting Analyst Resume
1
Responsibilities For Senior Financial Reporting Analyst Resume
- Negotiation skills and ability to prioritize deliverables effectively while keeping all stakeholders adequately informed
- Strong interpersonal skills with the ability to effectively interact with individuals with diverse backgrounds and from all levels of the organization
- Strong verbal and written communications skills to prepare effective documentation, facilitate training and development, and participate in presentations
- Excellent written and oral communication and interpersonal skills with experience interacting with various levels of management and peers
- Very strong quantitative and analytical skills combined with solid business and financial acumen
2
Responsibilities For Rohq-fro-financial Reporting Analyst Resume
- Excellent team player who possesses solid interpersonal skills and the ability to build productive relationships
- Strong attention to detail. Ability to multi-task. Solid analytical, organizational, interpersonal and time management skills
- Excellent analytical skills, ability to exercise initiative, good judgment, and pay close attention to detail
- Strong written and oral communication capability and effective analytical and organizational skills
- Strong interpersonal and communication skills, demonstrated ability to work as an individual contributor and mentor to junior-level staff as necessary
- Excellent general business acumen with strong verbal and written communication skills
3
Responsibilities For Lead Financial Reporting Analyst Resume
- Strong attention to detail. Solid analytical, organizational, interpersonal, and time management skills
- Good critical thinking and problem-solving skills
- Strong spreadsheet modelling skills
- Demonstrated technical accounting skills
- Excellent communication skills: verbal, written, listening, follow-up
- Good interpersonal skills, enthusiasm, and commitment to outstanding customer service
4
Responsibilities For SEC Financial Reporting Analyst Resume
- Strong accounting, analysis and research skills
- Able to demonstrate attention to detail, analytical and logical thought processes and planning skills
- Strong communication skills and an enthusiastic attitude are required
- Experience with an EPM tool – strong report writing experience
- Strong communicator with the ability to interact effectively with all levels of corporate and divisional staff and management
- Highly computer literate with strong Excel and Word skills
- Excellent communication, organization skills and ability to multi-task in a fast-paced environment with deadline pressure
- Experience in software skills – Microsoft Office Suite, Peoplesoft N-vision, Oracle BI Analytics, and ESSBASE Smart-view Queries
5
Responsibilities For Fro-rohq-financial Reporting Analyst Resume
- Experiencein software skills – Microsoft Office Suite, Peoplesoft N-vision, Oracle BI Analytics, and ESSBASE Smart-view Queries
- Good Excel knowledge, Analytics and data interpretations skills
- Highly numerate, detail-oriented, and strong analytical skills required
- Strong accounting skills including general knowledge of generally accepted accounting principles (GAAP) and external reporting requirements
- Strong Excel skills required (V-lookups, Pivot Tables, Etc.)
- Strong relationship management skills with wide range of audience with different focus
- Excellent Microsoft Office skills (Excel and Word)
- Work experience in a financial institution or equivalent experience, with managerial experience
- Excellent comprehension, analytical and decision-making skills
6
Responsibilities For Group Financial Reporting Analyst Resume
- Strong written and oral communication skills and attention to detail required
- Demonstrated track record and ability to work effectively with other departments
- Good communication skills are highly important (written and verbal)
- Excellent inquiry and analytical skills
- Experience using financial reporting tools such as Hyperion and experience in subsystem accounting and reporting
- Corporate financial reporting experience and/or public accounting experience with significant exposure to external reporting requirements
- Demonstrated experience preparing and/or analyzing financial statements and drafting notes to financial statements
- Experience in public accounting or accounting experience in a banking/financial services environment
- Experience with SEC reporting/financial reporting experience
7
Responsibilities For HFM Systems Application & Financial Reporting Analyst Resume
- Experience with Consolidation Accounting or External Reporting helpful
- Fund accounting experience in the investment fund industry or financial reporting experience in the financial services industry
- Prior experience within an Financial Planning and Analysis (FP&A) or in an advisory role within an accounting firm
- Four years or more related experience in financial reporting or accounting with a strong knowledge of the GL
- Demonstrated experience working within a team to deliver against stretch targets
- Review and cross-check information for accuracy and consistency with prior periods prior to filing of all public documents
- Prior experience (1-3) in a statistical / regulatory reporting role is an advantage
8
Responsibilities For International Financial Reporting Analyst Resume
- Experience achieving results in a fast-paced, high growth, multi-priority environment
- Exceptional computer skills including proficiency in Microsoft Office Excel
- Big 4 external audit experience or direct 10K and 10Q reporting experience
- Polished communications and writing skills, and
- Demonstrated experience successfully supporting key decisions makers across the globe
- Skill in making effective presentations
- Prior experience leading a project team required
9
Responsibilities For Intermediate Financial Reporting Analyst Resume
- Creative problem solving skills with the ability to apply knowledge of systems and processes to achieve desired results
- Strong knowledge of US GAAP and experience in SEC reporting rules and regulations required
- Prioritize own workload and strong attention to detail
- Strong GAAP, SEC, and Financial Statement knowledge and internal controls experience in public environments
- Excellent analytical and organizational skill
- Detail-oriented with great project management skills, but comfortable with ambiguity
10
Responsibilities For Treasury Financial Reporting Analyst Resume
- Communicate, with presentation skills
- Plan, organize and prioritize work and handle multiple priorities
- Public or private accounting experience required or 5+ years experience in Disney Controllership
- Assist in smooth month end closing exercise by coordinating effectively with Expert, Sales, Trade and ICSS teams to ensure appropriate accruals are recorded
- Work independently, provide leadership and effectively support team
- Collaborate effectively across all levels and departments within the company
- Good Communication skill - inter and intra department communication required
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