IT Financial Analyst Resume Sample
Nina Bogan
185 Zoie Brook,
Los Angeles,
CA
+1 (555) 800 0612
Work Experience
Senior IT Financial Analyst
08/2015
-
PRESENT
Chicago, IL
- Track and reconcile all IT capital portfolio project activity monthly by project under management
- Review monthly capital tracking activity by project with each project manager to ensure accuracy and maintain adherence to budgeted spend and proper accounting of capitalized spend
- Prepare monthly IT capital portfolio cash flow and variance analysis, providing detailed project spend and project status
- Assist in the coordination of the annual IT capital portfolio budgeting process, including analysis used to build financial models and capital related expense considerations (capturing incremental cost associated with added capital – for instance; maintenance and support costs, depreciation), and detailed capital portfolio project templates
- Participate in IT capital portfolio road map and 5 year planning exercise
- Capital expenditure request (CER) auditing and preparation as needed. This includes following up on signatures, attending review meetings, and preparing documents for corporate finance
- Asset disposal and write off accounting for retired assets relating to new projects or projects that are identified as end of life
- Collects data for IT expense reporting and other key metrics, including employee information, training, headcount, showback information, and department budgets
IT Financial Analyst
04/2008
-
03/2015
San Francisco, CA
- Experience working independently and providing several deliverables simultaneously
- Strong oral, written, and interpersonal communications skills gained via previous work experiences
- Strong financial acumen gained through previous work assignments
- Experience being articulate and precise
- Strong time management skills, including the ability to meet delivery schedules
- Valid driver’s license and a driving record that conforms to company standards
- Experience pertaining to the role is required
Junior IT Financial Analyst
11/2000
-
11/2007
Philadelphia, PA
- Facilitates the budget creation process within Information Technology. Assists IT leaders in developing budgets, ensures accuracy, and creates and distributes status reports
- Facilitates and optimizes the process to collect, analyze, and report data for IT benchmark exercises
- Supports the process to collect, analyze, and report financial data for IT departments, projects, and programs
- Owns or assists in ownership of other key data collection processes and reporting, including but not limited to monthly financial forecast, software expense and depreciation, vendor reports, and salary levels
- Financial analysis and/or reporting experience
- Experience with MS Word and MS Excel, including leveraging functions and the ability to build charts
- Experience with MS Access, including the ability to create databases and extract data
- Experience using MS PowerPoint to create effective presentations
Education
University of Connecticut School of Business
1995 - 2000
Bachelor's Degree in Accounting
Professional Skills
- Understanding and experienced in working in a matrix environment Strong analytical and financial modeling skills
- Strong Excel skills including experience pivot tables and VLookup
- Strong interpersonal skills to effectively interact with all levels of employees and management
- Demonstrate skills in the areas of critical thinking and problem solving
- Excellent verbal/written communication and facilitation skills
- Strong project and process management skills with the ability to handle wide range of tasks
- Excellent oral and written communication skills to produce spreadsheets, correspondences, reports and other documents
How to write IT Financial Analyst Resume
IT Financial Analyst role is responsible for analytical, interpersonal, organization, advanced, financial, modeling, training, finance, excel, facilitation.
To write great resume for it financial analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For IT Financial Analyst Resume
The section contact information is important in your it financial 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 IT Financial Analyst Resume
The section work experience is an essential part of your it financial 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 it financial 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 it financial analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative IT Financial Analyst resume experience can include:
- Strong verbal and written communication skills, with an ability to effectively communicate at all levels within the company
- Proven ability to work effectively with people at all organizational levels
- Experience in various financial roles with strong analytical capabilities
- Experience within financial analysis/reporting
- Monitor capital spending and project forecasts, validate WIP
- Proven track record of driving for results with great analytics
Education on an IT Financial Analyst Resume
Make sure to make education a priority on your it financial analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your it financial 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 IT Financial Analyst Resume
When listing skills on your it financial 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 it financial analyst skills:
- Good persuasion/influence skills, capable of working with various personality types
- Strong analytical skills with ability to synthesize data into meaningful information that highlights trends, opportunities, and risks
- Detail oriented and strong analytical skills to gather and analyze a variety of information
- Excellent communication skills, written and oral; advanced computer literacy (PowerPoint, Excel, Access, and Word)
- Skilled in planning, organizing, prioritizing, and executing work
- Advanced Excel skills (developing/decoding macros & VBA, pivot tables, charts, financial calculations)
List of Typical Experience For an IT Financial Analyst Resume
1
Experience For Senior IT Financial Analyst Resume
- Proven investigation and reasoning skills with advanced or better reasoning skills
- Responsible for processing all IT invoices and month end close financial reporting to include gathering, validation and submittal of accruals to Accounting
- Experience in using industry standard financial reporting systems
- Experience performing financial analysis
- Experience in financial planning and strategy
- Complex problem solving abilities with experience in financial analysis
- Direct experience with telephony vendor management, invoice reconciliation, and order placement
- Demonstrated proficiency with Microsoft Office (Excel /PowerPoint)
- Previous experience with contract management and Telecom Expense Management (TEM) platforms
2
Experience For Lead IT Financial Analyst Resume
- Experience: 3-5, Finance and Accounting
- Experience with Apptio Cost Transparency & IT Planning is desired
- Consolidate financials for IT organization, providing monthly updates to senior management
- Review invoice coding and validate against budgets and forecasts
- Experience with PowerBI is a desired
- Multi-task, prioritize and monitor work
- Conducting research and completing analysis for financial close and forecast cycles to help Finance and Technology understand risk and opportunities
3
Experience For Global IT Financial Analyst Resume
- Understanding of IT Financials, project accounting, Capex/Opex for IT and capitalization (SOP-98-1)
- Understanding of Financial Analysis and Accrual Accounting
- Understanding the IT Labor, HW, SW contracts and how it impacts the IT financials on a monthly basis
- Tracking capital spend throughout the FY to ensure requests mirror approved budget spend and escalate where deviation exists
- Provide direct oversight for project analysis and reporting to stakeholders, including monthly line manager reporting, comparison of actual, budget & forecast
- Perform and coordinate project-based financial analysis and modeling to support capital spending, profitability, pricing, and productivity projects
- Support the IT annual budget and planning process by creating an intake template and reviewing the proposed budget with the IT Leads
4
Experience For Manager, IT Financial Analyst Resume
- Assists the IT Directors in managing operating and expense against the annual operating plan
- Provide financial analysis support on budgeting, invoicing, vendor contracts and financial reports for technology spending on services and products
- Promote the understanding of the performance analysis and reporting process to colleagues throughout FGL
- Assist in budget preparation, forecasting, analysis, ad hoc reporting and metrics
- Tracks, maintains and reports Key Performance Indicators (KPI)/Bottom Line Improvement (BLI) relating to the VCMO, IT Cost Accounting, and IT Financials
5
Experience For IT Financial Analyst / Portfolio Manager Resume
- Monitor IT invoice queue to ensure proper coding and posting
- Assists Project Managers in preparing economic analysis and calculating ROI
- Maintain a forecasting process for all on going spend and project work in alignment with agreed budgets
- Financial forecasting, variance analysis and management across all IT cost centers to ensure consistent oversight, forecasting and delivery to budget
- Lead the development and maintenance of Standard Operating Procedures (SOP) for departmental financial reporting and processes
- Assist IT management in the analysis of respective expenditures, by compiling and analyzing financial information for the organization
- Partner with the Financial Planning & Analysis (FP&A) team to accurately report and close IT accounting activity for each fiscal period
6
Experience For Junior IT Financial Analyst Resume
- Capable in fielding change requests and forecasting impacts to budgets, timeline and scope
- Utilize expertise and understanding of accounting systems to help support Technology Finance team day to day operations
- Comprehensive understanding of Oracle Financial Management Solutions, including PeopleSoft and Hyperion
- Work with relational database concepts and report writing using Microsoft Access, Microsoft Excel, or SQL
- Provides project support including compiling monthly financials, variance analysis, & financial statement preparation
- Prepares monthly journal entries including adjusting and accrual entries
- Determine cost of operations by establishing standard costs and collecting operational data
- Identifies financial status by comparing and analyzing actual results with budget and forecasts
7
Experience For IT Financial Analyst, VP Resume
- Collaborate with other departments (procurement, FP&A, accounting, etc.) to ensure correct information is entered into accounting and other financial systems
- Reconcile transactions by comparing and correcting data as necessary
- Working with relational databases and reporting development required
- Review contract payment vouchers to ensure all invoices and supporting documents adhere to contract terms, rates, and other relevant requirements
- Reconcile and maintain balance accounts for operating and capital budgets for the IT departments
8
Experience For IT Financial Analyst Resume
- Knowledge of Hyperion Planning, Essbase, and Lawson financials is desired
- Provide reporting analysis and solutions of various financial and operational metrics as assigned
- Analyzes spending trends to identify risks and opportunities
- Develop thorough understanding of Planview and Fieldglass
- Create databases and reporting environments
9
Experience For Senior IT Financial Analyst Resume
- Technology Business management – Budget and Financials (pro fees, headcount, SOP 98, capital, expenses, and reporting needs)
- Month-end, year-end closing functions
- Monitor project depreciation and spending for department
- Prepare financial planning tool for each budget
- Develop and maintain a forecasting control system to monitor cost against plan, risk management
- Track and determine financial variances by analyzing actual results to forecast or plan
- Regular interaction with Accounting, FP&A and Procurement
- Measure SLAs; provide performance data in support of vendor scorecards and realizing discount opportunities
- Collect and analyze vendor financial information in support of developing scorecards
10
Experience For Lead IT Financial Analyst Resume
- Generates ad-hoc contract reporting on request
- Understand data contained in Project Server for management reporting
- Budget forecasting and analyze expenditures
- Identify all project costs, including internal costs, and prepare detailed financial reports of results
- Assists the IT Project Management office in managing capital expenditures against the capital appropriations plan
List of Typical Skills For an IT Financial Analyst Resume
1
Skills For Senior IT Financial Analyst Resume
- Strong organizational skills given the large amount of information to be reviewed, maintained, and assimilated into the forecast and budget process
- Strong Financial System experience using systems such as Adaptive, Oracle, SAP, NetSuite or similar applications
- Demonstrates specialized depth and/or breadth of financial analysis and strong working knowledge of related
- Strong working knowledge of PowerPoint, Word, Visio, Excel experience needs to be moderate to advanced
- Demonstrated budgeting and FP&A experience with large (at least $25 million) and/or complex budgets
- Experience with project management or testing, or equivalent, experience
- Expert Excel skills including complex formulas such as VLOOKUPs, SUMIFS, linked workbooks, etc
- Exceptional Power Point creation and presentations skills
2
Skills For Lead IT Financial Analyst Resume
- Advanced mathematical skills with an ability to perform financial calculations and data analysis
- Capable of working effectively in a fast-paced environment
- Organization and documentation skills
- Communication skills - ability to interact with many levels of organization
- Consolidating international subsidiary submissions
- Experience in cost accounting, IT financial reporting, budgeting, IT costs and services performance analysis and IT allocation chargeback
- Experience in managing internal and external headcount tracking via use of HRIS tools
3
Skills For Global IT Financial Analyst Resume
- Experience with use of accounting principles and/or financial reporting, or equivalent
- Project office experience, esp. in project accounting and project scheduling
- Demonstrates critical thinking and decision-making capability
- Experience in analyzing and managing budgets in an I.T. department
- Experience with project accounting -mix of Capital and Operating
- Experience interacting with and presenting to senior level executives ("C-suite")
- Experience communicating and interacting with senior level leadership required
4
Skills For Manager, IT Financial Analyst Resume
- Strong Reporting ability with COGNOS or other similar tools
- Experience using SharePoint document repository
- Strong working knowledge of PowerPoint, Word, Visio
- Experience with cost reporting and presentation tools
- Significant experience with Microsoft Excel including pivot tables, Power BI, and statistical analysis
- Experience with ad hoc reports, analysis of financial trends, including expense variance analysis
5
Skills For IT Financial Analyst / Portfolio Manager Resume
- Hands-on experience providing customer analytics and information management distribution
- Experience with market-leading tools (e.g., ServiceNow, CA Clarity, HP PPM, Apptio, SAP)
- Three years relevant accounting/analytic experience
- Work experience in financial planning/management, information technology
- Financial and budgeting experience required
- Experience in working with organizational change and/or shared services environments across multiple departments, divisions, and business units across
- Any knowledge or experience with databases or data modeling could help with future project work as well
- Demonstrates the ability to anticipate issues
6
Skills For Junior IT Financial Analyst Resume
- Demonstrates the ability to create and propose tactical design based on analysis
- Gain solid knowledge of Ability to gain knowledge of technologies used within the company
- Experience with SAS, Tableau and Excel
- Experience with Microsoft Office Suite (Word, Excel) and Google Platform
- Partner with IT budget coordinator to identify and prioritize accounts payable activity for the IT organization
- Advanced experience with Microsoft Excel as well as proficiency in other Office applications
- Good knowledge of Microsoft Office tools esp. Excel, Powerpoint and Visio
- Demonstrates capacity to work well in a team environment
7
Skills For IT Financial Analyst, VP Resume
- Excellent knowledge of Microsoft Office tools especially Excel, Powerpoint and Visio
- Experience with portfolio/project/vendor management tools such as PlanView, Fieldglass or similar tools
- Experience with
- Experience with Office applications, Excel, Word and PowerPoint
- Experience with financial planning & analysis
8
Skills For IT Financial Analyst Resume
- Demonstrated knowledge of GAAP and financial controls
- Experience in education/government, or healthcare industries
- Experience with chargeback methodologies
- 4) MS Office experience - specifically Excel
- Consolidate data and prepare weekly and/or monthly reports to budget owners
- Supporting contractor hiring authorizations and ensuring spending levels are within target levels
9
Skills For Senior IT Financial Analyst Resume
- Assisting in the financial hierarchy management process by completing and submitting the required documents within the proper timelines
- Understanding of capital/expense criteria and project accounting
- Budgeting, Forecasting and Variance Analysis background highly sought
- Performing monthly reconciliations and performing entries of expenses and capitalized labor, work-in-progress (WIP) and prepaid payments
- Working knowledge of GAAP treatment for IT labor, hardware & software purchasing and technology maintenance contracts
- Forecasting and tracking FTE
- Understanding of Information Technology (needs to have IT Finance background)
- Working knowledge of systems, such as SAP and Hyperion Essbase
- Working knowledge of SAP, BPC, BEX and Hyperion
10
Skills For Lead IT Financial Analyst Resume
- Understanding of database structures and technologies
- Understanding of drivers of financial performance and statistical concepts
- Understanding of how IT functions and IT service management knowledge
- Working knowledge of IT Procurement
- Understanding of information systems operations and support processes
- Ongoing meetings with IT Management and senior leaders
List of Typical Responsibilities For an IT Financial Analyst Resume
1
Responsibilities For Senior IT Financial Analyst Resume
- Act as a main point of contact for Senior Management and Team Managers, facilitating the estimation process, coordinating with Strategy and execution and being able to effectively represent the team’s ability to meet the new requests or represent tradeoffs/ incremental resource needs
- Demonstrated knowledge of capital and expense budgeting, forecasting and monthly accruals
- Experience in Accounting and or Finance
- Creating, monitoring and reporting against a robust IT Company-wide budget for both on-going operations and project spend
- Providing financial recommendation (risks / opportunities) for the IT spend patterns gleaned from both historical and prospective views via dashboards
2
Responsibilities For Lead IT Financial Analyst Resume
- Building a set of monthly Key Performance Indicators (KPI) to drive performance improvement ideas by identified IT PMO disciplines
- Creating Purchase Orders (POs) for hardware, software, or services while maintaining appropriate records and forecasting capability
- Coordinate and manage contracts signed by the IT Department, ensuring timely processing and filing
- Place and track orders for commission/decommission of voice and data circuits, verifying billing through invoice changes
- Ensure the storing, archiving, and log layout of information resources is consistent
- Provides financial analysis, monthly budget reporting, moderately complex forecasts, variance analysis, financial modeling and summary reports
- IT Team managers and senior management – work through budget targets, variances to the portfolio, escalation of issues impacting commitments
- This role requires a high level of collaboration across many areas. It is critical that the working relationships with teams are effective as possible to ensure proper portfolio management
- Report on FGL’s IT Operations tactical-level performance using KPIs and established metrics
3
Responsibilities For Global IT Financial Analyst Resume
- Make recommendations for the continuous improvement of FGL’s IT financial & performance analysis and reporting management practices
- Monitor IT project funding, create reports and update systems
- Provide guidance to the CIO and Manager, PMO regarding cost trends and year end projections to allow proper allocation of resources
- Provide guidance to the CIO, PMO Director and other IT leaders regarding cost trends and year-end projections to allow proper allocation of resources
- Some exposure to consultant and capital vendors but is typically fairly limited
- Store all data in accordance with FGL’s IT data storage policies and procedures
- Assist in the implementation of process improvements aligned to the strategic objectives for the IT Operations function
4
Responsibilities For Manager, IT Financial Analyst Resume
- Monitor current KPIs and operational metrics to ensure accuracy and identify areas of continuous improvement
- Support continuous improvement initiatives across all aspects of IT
- Possesses a self-directed ability to work through financial questions related to data. Has the ability to
- Steer compliance for IT budget
- Utilize SAP and Cognos for various tasks
5
Responsibilities For IT Financial Analyst / Portfolio Manager Resume
- Assist with detailed analysis of individual cost centers
- Assist/Manage cost allocations related to IT Shared Services
- Information Technology Leadership Team – CIO, VPs, Directors and Managers
- All areas of ULTA Beauty Information Technology
- Coordinate and ensure accuracy of monthly IT Capital forecast review in accordance with Finance’s schedule of deliverables
- Create insightful and actionable analyses to explain and act upon significant business initiatives
- Registration of proposed vendors for start of VCMO checklist
6
Responsibilities For Junior IT Financial Analyst Resume
- Ensures all IT vendor agreements are properly executed
- Monitors contract status and location; provides updates throughout lifecycle
- Oversees and facilitates the flow of IT vendor agreements throughout the contract lifecycle between IT, Legal, the Business, Materials Management, and associated vendors
- Performs audits on the contract repository and augments/updates/archives IT vendor agreements as required
- Routinely monitors contract compliance with goals, objectives, policies, and procedures of vendor management
- Performs checklist activities to ensure governance compliance upon termination/expiration of agreements
7
Responsibilities For IT Financial Analyst, VP Resume
- Creates and monitors Open Events Report ensuring outstanding documentation and fully executed agreements are on site. Provides status to supervisor on a weekly basis
- Develops solutions to a variety of complex problems of large scope within a Department. Creates new tools, establishes new precedents and develops policies with limited manager assistance or oversight. Considered a problem solving resource within the Department
- Work is performed independently with limited management oversight and direction. Sets own objectives with feedback in partnership with manager. Plans and executes work product with some coaching and support. Work is reviewed only on an as needed basis
- Significantly contributes to Department/Channel level projects and goals. Errors in judgment or failure to achieve results would result in significant expenditure of Department or Channel resources to rectify
- Represents the company as prime contact on contracts or projects at the Departmental or Channel level. External coordination is typically limited to departmental interactions (not cross-functional)
- Other systems experience beneficial: SAP Business Objects
8
Responsibilities For IT Financial Analyst Resume
- Maintain, load and validate data in support of our Technology Business Management software (Apptio)
- Strong familiarity with a variety of I.T. concepts, practices, and procedures
- Verify cost-effectiveness of all activities and continuously seek productivity and cost reduction initiatives
- Financial planning, analysis, budgeting, forecasting, reporting and variance analysis for IT; produce monthly Flash reports for all OPEX/CAPEX
- Development of ad-hoc analysis and presentations to operational and functional management to provide decision support for key business initiatives
- Identify trends, opportunities and risks
- Calculate and track Labor cost
9
Responsibilities For Senior IT Financial Analyst Resume
- Mentor others on the procurement team for backup support
- Play a lead role in the annual planning and forecasting processes for the function. Work closely with IT colleagues to ensure alignment of plans within overall firm planning parameters
- Partner with IT and Finance teams to evolve our financial reporting and develop informative service cost metrics
- Knowledge of corporate functional operations
- Supporting finance functions as it pertains to completing monthly forecasts and annual budget cycles by writing narratives and preparing presentations regarding performance and metrics
- Support Annual Planning process for the US IT function
- Create the monthly capitalization reporting and partner with HF Finance and the Strategic Integration team
- Participates in the development of financial forecasts and related budgets, considering alternative scenarios and economic prospects as appropriate
10
Responsibilities For Lead IT Financial Analyst Resume
- Reviews requisition requests against the annual operating plan and capital appropriations and escalates exceptions as necessary
- Prepares and participates in benchmarking survey on IT costs with peer companies
- Ad-hoc analysis as needed
- Prepare and review monthly report for capitalization of internal labor
- Reconciliation of project costs between multiple systems of record
- Partner with the IT PMO Director to develop a monthly process to report on project financials
- Create monthly excel financial review packets for the IT Leads and lead the review meetings
Related to IT Financial Analyst Resume Samples
Financial Analyst Associate Resume Sample
Work Experience
• Advanced Microsoft Office skills, with emphasis in Excel and Access
• Providing ongoing researches to ensure the ACL production, methodologies and processes are appropriate in compliance with the Bank’s policy and procedures, GAAP, regulatory guidance, and industry standards
• &nbs...
Professional Skills
• Strong financial analysis skills are essen...
• Strong interpersonal skills to work as a l...
• Demonstrated advanced analytical skills in...
Intermediate Financial Analyst Resume Sample
Work Experience
• This role is responsible for month-end, quarter-end and year-end close reporting activities, as well as execution of EETS forecasting and planning consolidation activities
• Research and resolve ad hoc Business Unit(s) inquiries
• Assist in producing the financial results pac...
Professional Skills
• Excellent PC skills; demonstrated strength...
• Excellent analytical, quantitative and pro...
• Excellent team player and proven effective...
Principal Financial Analyst Resume Sample
Work Experience
• Prepare annual Budget and monthly forecast of revenue, expenses, and headcount for the business units
• Consolidate business unit financials for forecast and budget presentations
• Track and analyze expense actuals vs. budget/forecast
• Prepare monthly ...
Professional Skills
• Prior experience clearly demonstrates an e...
• Prior experience clearly demonstrates effe...
• Prior experience clearly demonstrates exce...
Finance Infrastructure Resume Sample
Work Experience
• Serve as a representative of senior risk information users in decisions regarding development and implementation of Citi’s overarching risk information strategy, and assist in defining (and refining) strategies for near- and long-term enhancements to the retail risk management reporting capability
• &nbs...
Professional Skills
• Excellent written and verbal communication...
• Excellent Skills with Microsoft office pro...
• Good analytical, strong communication (bot...
Manager, Equity Resume Sample
Work Experience
• Perform monthly, quarterly and yearly reconciliation of records between Stock Administration, Finance, HR, Payroll, Equity Edge, E trade, etc
• Providing a challenging and rewarding environment for our people
• Working with customers on timely, cost effective and creative sol...
Professional Skills
• Strong written and verbal communication sk...
• Effective oral and written communication s...
• Proven track record of success and 10+ yea...
Principal, Finance Resume Sample
Work Experience
• Developing and disseminating technical accounting guidance,
• Providing transaction oriented accounting and reporting assistance,
• Ensuring the proper application of U.S. generally accepted accounting principles (U.S. GAAP) and assisting with the preparation of certain Secur...
Professional Skills
• Excellent analytical and problem solving s...
• Superior numeric skills, with strong analy...
• Strong analytical skills: able to understa...