Intermediate Finance Analyst Resume Sample
Delphine Emmerich
197 Johnson Expressway,
Detroit,
MI
+1 (555) 620 0040
Work Experience
Intermediate Finance Analyst
11/2017
-
PRESENT
Chicago, IL
- Change Management – coordinate changes to system or base settings
- Producing daily and monthly financial and regulatory reports for the Corporate Lending business within the established timelines
- Performing accuracy and reasonableness checks on reports prepared while providing analysis of fluctuations
- Modifying current reporting requirements in light of new accounting standards and ongoing initiatives
- Performing ad-hoc management queries and analysis
- Working with the other team members to implement new reporting provided detailed specifications
- Working with colleagues to ensure that financial reports are reconciled to the source system and general ledger on a timely basis
- Updating/creating SOX procedures documents as required
Intermediate Finance Analyst, Ottawa
04/2011
-
09/2017
New York, NY
- Developing sound working relationships inside and outside the group
- Providing information to users of financial information on a timely basis
- Ensuring issues are escalated to management in a timely manner
- Hours per day
- Strong micro-application skills, especially as it applies to using current technology to create efficiencies in the performance of daily responsibilities, or the improvement in the presentation of reported data
- Extremely self-motivated: does not require any Manager prodding to set and achieve personal and business objectives/goals
- Team-oriented: works well with other team members and keeps all relevant individuals, including Management, updated on useful information in a timely manner. An ability to establish priorities
Education
Washington State University Vancouver
2007 - 2011
Mba's Degree in Finance
Professional Skills
- Excellent written and verbal communication skills and strong interpersonal skills to effectively interact with all levels of the organization
- Strong analytical skills and initiative to investigate and resolve issues using clearly demonstrated problem solving skills
- Strong inter-personal skills, including consistent team player and relationship-building skills
- Strong skills and experience using Microsoft Excel and PowerPoint
- Strong time-management and organizational skills to manage multiple tasks and priorities, particularly during the month/quarter end process
- Strong Technical skills for use in reporting for Excel and Access (Macros, Pivots)
- Previous experience in effective stakeholder management; proven ability to work effectively with teams and individually
How to write Intermediate Finance Analyst Resume
Intermediate Finance Analyst role is responsible for analytical, excel, reporting, finance, basis, insurance, credit, securities, training, design.
To write great resume for intermediate finance analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Intermediate Finance Analyst Resume
The section contact information is important in your intermediate finance 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 Intermediate Finance Analyst Resume
The section work experience is an essential part of your intermediate finance 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 intermediate finance 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 intermediate finance analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Intermediate Finance Analyst resume experience can include:
- Excellent team player able to work and build relationships across areas managing through influence as well as adapting to an evolving mandate
- Maintain strong internal controls and processes over the financial reporting to ensure compliance with accepted accounting principles
- Supporting and continuously improving existing applications and processes
- Monitoring data flows in our financial systems, ensuring their quality and collaborating with the IT department when required
- Developing, implementing and supporting financial tools and reports to ensure data meets standards
- Understanding the objectives and requirements of the Finance department, and ultimately optimizing these goals with technological solutions
Education on an Intermediate Finance Analyst Resume
Make sure to make education a priority on your intermediate finance analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your intermediate finance 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 Intermediate Finance Analyst Resume
When listing skills on your intermediate finance 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 intermediate finance analyst skills:
- Excellent interpersonal and relationship management skills and ability to work effectively with our Finance and Business Partners
- Strong analytical skills and ability to inter-relate issues
- Strong attention to detail with an ability to effectively synthesize issues
- Superior multi-tasking skills and the ability to work in a dynamic and changing environment delivering accurate results on a timely basis
- A demonstrated ability to succeed in a dynamic and changing environment in which priorities and expectations are constantly evolving
- Confirm P&L activity prior to consolidation at month-end & revenue distribution with TDBG Internal partners
List of Typical Experience For an Intermediate Finance Analyst Resume
1
Experience For Intermediate Finance Analyst, Ottawa Resume
- Experience with HFM and Smartview would be an asset
- Participating on business projects; understand their impacts on financial tools and reports, and take appropriate actions
- Providing the requested information to the auditors (internal and external)
- Provide support to the Manager and other team members in preparing various reporting, including presentations, as needed
- Develop & maintain process documentation for all month end processing and reporting
- Participate in various projects, including development and testing of new applications (30%)
2
Experience For Intermediate Finance Analyst Resume
- Familiarity with Citi’s internal reporting systems, including JET, FRED, Cognos and Essbase
- Continuously evaluate and amend processes to ensure efficient data analysis and reporting
- Support and improve existing applications, develop new financial tools and automate processes, systems and reports (60%)
- Advanced knowledge of Microsoft Office (Excel, Word and Power Point)
- Results oriented with ability to connect results to larger strategic initiative
3
Experience For Intermediate Finance Analyst, Ottawa Resume
- Perform routine analysis of source system data (including one, or several of, SLS, FIS, Broadridge, Calypso, PeopleSoft, IDAPS) to be used in response to queries from various areas for current and future regulatory and financial reporting requirements
- 5/week (with flexibility required)
- Support the CB&W TS capitalization process to leverage Clarity information input and build controls to ensure data completeness and accuracy
- Support technology system migration initiatives and other special projects by participating, leading and contributing to value-added insights – For example, Clarity migration and Carpe to Clarity conversion
- Help with preparation and reporting of Change the Bank (CTB) on line of business project portfolio, while working in conjunction with Project Finance Centre of Excellence (COE) team
4
Experience For Intermediate Finance Analyst Resume
- Develop and enhance internal relationships across multiple business units
- Not sure if we need this, I think we covered it above?
- Charge-out rate analysis: review and present cause of over/under recovery
- Prepare monthly financial packages to be reviewed with portfolio leads
- Governance around organizational structure
- Assist in any projects that impact Chief Accountant’s Regulatory Reporting to ensure requirements for systems and regulatory reporting are met on a timely basis
- Thorough, accurate management reporting - Manage the month end close process and production of detailed monthly management reporting, including monthly business unit P&L's, management packages (bridges, dashboards, charts and graphs), providing analysis and insights through commentary, and support to financial and regulatory reporting requirements
- Contribute to the PWM consolidated reporting process and results package
- Development of new reporting and insights – Design and develop new reporting that provides greater depth of insight based on materiality and/or emerging themes
5
Experience For Intermediate Finance Analyst, Ottawa Resume
- Ad hoc requests from the Wealth Advice businesses – Support business sponsored initiatives and provide Finance perspective and expertise on business issues and challenges
- Accounting policy process and control – Ensure appropriate controls exist for management reporting processes and support the business on accounting rules and Bank expense policy and procedures
- Cross-training on key processes across the Wealth Advice Reporting team
- Become a subject matter expertise with the Private Banking and Private Trust businesses
- Perform month end financial close activities (Preparing and posting journal entries, segment allocations, refresh of monthly reporting files, consolidate reporting)
6
Experience For Intermediate Finance Analyst Resume
- Provide financial planning, reporting and forecasting including
- Responsible for month end close activities, including preparation and processing of journal entries, including accruals, allocations and other adjustments
- Provide additional value added business support as required by business management, including responding to and following up on issues, queries and exceptions
- Assist in quarterly planning and forecasting process
- Perform detailed expense & FTE analysis, reconciliation and reporting
- Assist in preparation of monthly reporting packages for senior management
7
Experience For Intermediate Finance Analyst, Ottawa Resume
- Perform ad-hoc management queries and analysis as required
- Lead investigations on small to medium scale projects
- Understand detailed business drivers for various Wealth business lines in order to provide meaningful support and analysis of the results
- Participate fully as a member of the Wealth Finance team, promote team effectiveness and contribute to a positive work environment including cross training with other team members where appropriate
- Prepare and file monthly and quarterly regulatory reports such as Geographic Distribution of Assets (booked in Canada, GQ), Non-Mortgage Loans (A2), Securities Report (B2), Deposit Liabilities (k4), New and Existing lending report (A4) and Regional Distributions of Assets (R2),
8
Experience For Intermediate Finance Analyst Resume
- Keep current on emerging issues, regulatory changes and comment on proposal for changes in regulatory reporting, and
- Assist in projects that impact Chief Accountant's Regulatory Reporting to ensure requirements for systems and regulatory reporting are met on a timely basis
- Prepare and file quarterly returns to Statics Canada on Deposit Liabilities, Securities, Non-Mortgage Loans,
- Provide timely and proper explanations from regulators,
- Perform tasks to ensure compliance and governance standards (EUC, SOX) (10%)
9
Experience For Intermediate Finance Analyst, Ottawa Resume
- Adhere to strict Privacy laws and Citi’s encryption guidelines to protect confidential client information
- Educate and promote awareness of proper reconciliation processes for balance sheet general ledger (GL) accounts and internal bank accounts
- Participate in the delivery of the Quality Control ("QC") program related to Internal Accounts
- Promote and contribute to a positive work environment
- 9-5 flexibility required
10
Experience For Intermediate Finance Analyst Resume
- Prepare flux analysis
- 5 Hours day
- 5 hrs/ week
List of Typical Skills For an Intermediate Finance Analyst Resume
1
Skills For Intermediate Finance Analyst, Ottawa Resume
- Organized, analytical, communication and PC skills (Proficient with MS Office)
- Good understanding of IFRS accounting concepts to assist accounting team
- Previous experience in financial reporting and managing large amounts of data
- Experience supervising Non-Exempt staff
- Highly organized with an ability to manage multiple priorities while paying close attention to detail
- Previous experience with preparing reconciliations
- Analyze and validate historical financial information for inclusion in various presentations
2
Skills For Intermediate Finance Analyst Resume
- Strong knowledge of Hyperion, Essbase, Oracle Business Intelligence, Alteryx, and Tableau would be an asset
- Understanding of private equity or merchant banking business is an asset
- Providing variance and commentary analysis for Gross Labour Spend
- Identifies potential risks including processing gaps while recommending & documenting resolutions & process changes
- Ensure all accounting of on and off balance sheet entities and portfolios are compliant with new and existing accounting guidelines
- Prepare monthly reporting packages for various reporting entities in Canada and the United States
- Technical SME for ATM Finance reporting systems and tools including Hyperion, Clarity, and OBI
- Monthly GL and sub-ledger reporting to build the financial review reporting package
- A professional accounting designation or actively working towards one
3
Skills For Intermediate Finance Analyst, Ottawa Resume
- Oversee TOH (Top of the House) end to end processes related to internal Bank account opening, monitoring and reconciliation/certification activities
- An independent and highly motivated individual committed to meeting tight deadlines and getting things done
- Support the Technology Finance Manager in responding to and following up on issues, queries and exceptions
- Investigate discrepancies with sub-system and work towards reconciling differences
- Prepare reconciliations of assigned entities, portfolios and TD Bank GL accounts with supporting documentation
- Document various procedures and controls related to accounting responsibilities
- Assist in the preparation and filing of Trust income tax returns
- Responsible for Monthly/Quarterly/Annual Financial Reporting for Trade Finance
4
Skills For Intermediate Finance Analyst Resume
- Provides exception reporting & variance analysis on monthly basis
- Prepare profitability analysis and revenue sharing schedules
- Coordinates audit packages & responds to flux & reporting requests for trade finance product portfolio
- Document various procedures and controls related to finance and accounting responsibilities
- A Financial background with a sound understanding of P&L, and Balance Sheet basics
- Familiarity with Finance Applications (Hyperion 11, FMS,FRS, PSGL, Web Based Posting and Web ADI) would be an asset
- Liaise with Chief Accountants and other groups for implementation of new accounting standards
- Review and prepare reconciliations of assigned entities, portfolios and TD Bank GL accounts on a monthly basis with supporting documentation
5
Skills For Intermediate Finance Analyst, Ottawa Resume
- Preparation and filing of Trust income tax returns
- Knowledge of financial accounting processes and internal control structures
- Lead deep dives related to Technology expenses as they contribute to various management and leadership reporting on regular basis
- Develop in-depth understanding of the Operations & Technology business environment, business drivers, growth opportunities and competitive environment
- Assist in the preparation of Leadership Team reporting package's
- Support and develop the CB&W TS accrual process, including all necessary reconciliations to ensure data completeness and accuracy
6
Skills For Intermediate Finance Analyst Resume
- Develop an in-depth understanding of the Technology business environment, business drivers, growth opportunities and competitive environment
- Contribute to a positive and rewarding team environment
- High comfort level with computers and software packages such as Excel
- Excellent analytical, problem-resolution, and organizational skills are required - able to provide clear and concise summaries of relevant data, observations and recommendations to management (turns complexity into simplicity)
- Agility and speed to proactively identify and resolve issues and manage conflict through positive negotiation
- High competency level with MS Office applications (Excel, PowerPoint and Word); advanced proficiency in Excel. Knowledge of Hyperion and OBI is also considered an asset
- Knowledge of ATM businesses would be an asset(move to last)
- Good analytical, logical, and organizational skills are required - able to provide clear and concise summaries of relevant data, observations and recommendations to management (turns complexity into simplicity)
- Responsible for all aspects of the Monthly/Quarterly/Annual Financial Reporting for selected ASG entities and related TD Bank reporting
7
Skills For Intermediate Finance Analyst, Ottawa Resume
- Prepare quarterly financial statements and annual audit binders for a number of legal entities
- Prepare month-end and quarter-end close entries
- Reviews the Montreal IFC (International Financial Center) accounts on CDA & IDAPS GL for both on & off-balance sheet assets
- Reconcile loans and deposits, verify GL balances to source
- Liaise with Global Trade Finance Operation teams to investigate and resolve discrepancies
8
Skills For Intermediate Finance Analyst Resume
- Ensure the timely communication of issues that are relevant to the team and encourage a sound relationship with other departments
- Prepare mark-to-to market entries for the investment portfolio
- Review quarterly financial statements and annual audit binders for a number of legal entities
- Prepare month-end and quarter-end close entries in PSGL for ASG on-balance sheet entities
- Review and prepare flux analysis to explain month over month variances
9
Skills For Intermediate Finance Analyst, Ottawa Resume
- Review accounting/processes for assigned entities and related TD Bank reporting and provide recommendations with a view to improving accuracy of reported results and efficiency of processes employed
- Review SPEs established by TBSM to securitize Bank products such as Helocs or Credit Cards
- Escalate/update management on any major/material issues
- Prepare HST returns and claim ITC for specified sellers
- Act as a key resource within the ATM Finance team by supporting monthly/quarterly financial and management reporting activities, related operations and Monthly Operating Results (MOR) production
- Management reporting experience and the ability to evaluate performance on both financial and non-financial measures is a definite asset
- Previous wealth management industry experience would be an asset
- Proactively identify issues and recommend actions to senior management
10
Skills For Intermediate Finance Analyst Resume
- Act as a SME for the department and provide guidance on ad-hoc questions
- Proven ability to be detail oriented but also think conceptually (use numbers to tell a story) and make meaning of complex data to develop insights to results (provide the ‘so what’ and ‘now what’)
- Financial accounting and/or regulatory reporting experience
- Solid working knowledge of Hyperion, OBI and other bank financial reporting systems
- Strong working knowledge of Microsoft Office (Excel, Access and PowerPoint)
- Highly self-motivated and detail orientation to solve issues or determine appropriate steps for timely resolution
- Analytical mind set with the ability to identify and implement process improvements
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