Lead Financial Analyst Resume Sample
Jedediah Langworth
23617 Ilene Cape,
Chicago,
IL
+1 (555) 913 2358
Work Experience
Lead Financial Analyst
09/2016
-
PRESENT
Detroit, MI
- Maintain and update organizational hierarchy structure (i.e. cost centers, areas, regions) that best reflect the management of business and facilitates reporting
- Support commercial controller’s efforts to prepare materials for the monthly operating reviews and other reviews with Hydraulics Leadership
- Works effectively with Executives in other departments/functional areas to ensure business issues are resolved for the success of the company
- Supports functional reporting needs including functional performance and the impact on stakeholders
- Consolidates corporate functional department costs; provides gross vs. net reporting of the corporate function including a clear understanding of the corporate cost allocations to the Business Units
- Leads the process with corporate functional Controllers to establish department budgets and quarterly forecasts for expenses, capital spending and headcount
- Leads the interactions with the functional Controllers and Business Unit FP&A teams on the development and communication of the corporate cost allocations
- Prepares, analyzes and reviews quarterly forecasts, annual profit plans, three year financial plans and five year strategic plans for the consolidated corporation. Analyzes and reviews actual monthly financial performance and prepares periodic financial outlooks
Lead, Financial Analyst
12/2013
-
06/2016
Detroit, MI
- Proactively identifies and drives process enhancements across the department
- Instinctively recognizes inconsistencies in financial data and initiates and manages the appropriate corrective action
- Tracks allocation of tasks and execution of G&A savings initiatives and synergy savings
- Assists in performing special studies and analyses, assuming responsibility for the quality and effectiveness of the studies/analyses
- Assists in the preparation of materials for quarterly earnings releases / Analyst presentations
- Assists in the preparation of materials for Board of Directors meetings
- Represents the Corporate FP&A team at HFM Governance meetings
Lead Financial Analyst, GTO
04/2009
-
07/2013
Detroit, MI
- Develop and implement budgeting and financial reporting systems to provide timely and relevant information to plant, region/division, and corporate management and cost control. Control and maintain adequate product costing systems for valuation and cost estimating activities
- Serve as the lead financial analyst for Corporate Real Estate’s Performance Management Office
- Serve as a member of MITRE’s sustainability team, including data gathering and carbon footprint calculations
- Good cooperation and problem solving skill, capable to deal with multiple tasks
- Progressive Financial Planning & Analysis, Management Consulting, or related Finance experience
- Strong ability to breakdown and understand financial results, and effectively handle multiple deliverables in a dynamic environment
- Excellent written and verbal communication skills and the ability to work collaboratively with FP&A partners and cross-functional teams
- Highly proficient in Excel and PowerPoint, ability to create complex charts and graphs
Education
Rockhurst University
2003 - 2008
Bachelor's Degree in Accounting
Professional Skills
- Excellent organization skills including ability to manage work load and competing priorities
- Strong modeling & analytics, demonstrated business acumen, and great problem solving skills
- Experience, familiarity with AT&T financial planning systems (MR2020 capital planning process and excellent communication skills
- Strong interpersonal skills, with proven track record of successfully leading a high caliber workforce
- Exceptional interpersonal skills with proven ability to build strong relationships with business partners
- Strong excel skills (lookup functions, pivot tables, reference formulas). Experience with macros is desirable
- Excellent oral and written communication skills including negotiating
How to write Lead Financial Analyst Resume
Lead Financial Analyst role is responsible for analytical, advanced, interpersonal, financial, excel, business, presentation, leadership, modeling, microsoft.
To write great resume for lead financial analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Lead Financial Analyst Resume
The section contact information is important in your lead 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 Lead Financial Analyst Resume
The section work experience is an essential part of your lead 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 lead 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 lead financial analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Lead Financial Analyst resume experience can include:
- Demonstrate strong mentoring skills and strong leadership skills to develop, influence, and motivate team members to achieve results
- Excellent interpersonal and communication skills to effectively operate across different functional areas, organizations, and cultures
- Strong interpersonal skills and an ability to partner effectively with all functions and levels
- Demonstrated strong verbal, written, and interpersonal skills with ability to establish effective cross-functional relationships
- Excellent interpersonal skills with the ability to establish solid working relationships with
- Effectively prioritizes own work and helps prioritize work for team
Education on a Lead Financial Analyst Resume
Make sure to make education a priority on your lead 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 lead 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 Lead Financial Analyst Resume
When listing skills on your lead 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 lead financial analyst skills:
- Strong critical thinking skills with the ability to effectively solve problems
- Strong written and verbal communication skills with the ability to work effectively both individually and as a team
- A strong desire to succeed and an ability to effectively manage priorities while ensuring accuracy on multiple deliverables under tight deadlines
- Eight (8) or more years of increasingly diverse or complex experience in a related field Strong leadership skills
- Effective presentation skills and experience working with executive leadership
- Excellent financial acumen, with strong analytical and communication skills
List of Typical Experience For a Lead Financial Analyst Resume
1
Experience For Lead, Financial Analyst Resume
- Strong information technology skills and competencies and the ability to develop an understanding of financial applications such as
- Strong ability to breakdown and understandfinancial results, and effectively handle multiple deliverables in a dynamicenvironment
- Excellent written and verbal communicationskills and the ability to work collaboratively with FP&A partners andcross-functional teams
- Strong communication skills to manage information gathering requests
- Excellent analytical skills and the ability to translate analytical findings into actionable solutions and processes
- Detailed oriented, strong organizational and time management skills
2
Experience For Senior / Lead Financial Analyst Resume
- Outstanding technical skills, including Microsoft Office Suite, Cognos and SAP
- Experience supporting manufacturing sites and consolidating information
- Typically requires four or more years of experience in financial planning and analysis or equivalent experience
- Prior experience providing financial support to operations
- Financial or accounting skills
- Strong experience developing Board of Director level documents as well as Investor Relations related communication
- Self-motivated with strong attention to detail and excellent work ethic
3
Experience For Lead Financial Analyst, GTO Resume
- Generating implementation plans to ensure robust system (tools & processes) improvements and validations with FSG
- Working knowledge of systems technology (consolidation systems and base financial systems)
- Experience with leading, designing, and communicating processes and procedures; achieving results and provide solutions via the team
- Demonstrated results in designing and maintaining decision support analytical tools. Process improvement orientation, lean accounting
- Experience in finance planning, analysis, and performance reporting in a manufacturing/plant environment
4
Experience For Lead Financial Analyst, Global Operations Resume
- Strong analytics and problem solving leading to actionable business partner recommendations and guidance
- Solid knowledge of accounting/life insurance accounting and operations (for example, investments, and insurance products, premium)
- Experience managing reporting
- Experience in Financial Analysis, Modeling, and Forecasting
- 3) Owning end-to-end production of 100+ annual executive briefings (from data requests, consolidation, data/report accuracy to final write-ups)
- Proven track record of self-movitation, proactivity, creative & independent thinking, and as well as a pragmatic drive for results
- Experience in Finance or Accounting
- Experience in Supply Chain and/or manufacturing finance roles
5
Experience For Financial Services Lead Financial Analyst Resume
- SAP experience for General Ledger, Finance and Costing
- Relevant experience in finance, insurance, actuarial science, risk management, strategy, or consulting role
- Solid business acumen and integrated thinking
- Experience in a standard costing environment
- Strong understanding of Duke Energy’s regulated business
6
Experience For Lead Financial Analyst Business Process Improvement Resume
- Well organized and flexible to shifting priorities
- Strong analytics and problem-solving ability
- Experience in various accounting, finance, or MIS related functions
- Strong attention to detail and ability to work with team, ability to plan, organize, and multi-task to meet competing deadlines
- Financial and/or accounting experience
- Experience working collaboratively in a high growth, matrix environment
- Assists department managers with cost standard development and validates results
7
Experience For Lead Financial Analyst, Applications Resume
- Builds strong relationships with key players
- Develops and segments product lines into statistically and organizationally valid groupings for internal/external market assessment and analysis
- Support the Technology and Operations month-end closing process by consolidating and developing supporting commentary on financial results
- Able to manage multiple, often competing priorities
- Provide advice and direction to less experienced financial analysts
- Experience with forecasting and budgeting, financial modeling
- Significant input to BU/FG strategy and resulting priorities leveraging deep understanding of core/adjacent markets
- 8-10 years of relevant work experience
- Ensuring fact-based decision making by proliferating your functional expertise across the Hyperion suite of applications to the worldwide user community
8
Experience For Lead Financial Analyst FP&A Resume
- Finalizing and implementing all training materials of implemented processes and/or systems for the customer(s)
- Developing and executing training sessions for internal customer(s) to drive optimal utilization of new system changes
- Coordinating user acceptance testing (UAT) and collaborating with FSG to confirm results and resolve discrepancies
- Developing guidelines and providing guidance to others regarding financial management systems
- Driving real-time, actionable information by leveraging your data visualization proficiency throughout the organization
- Facilitating post-mortem assessment to drive continuous improvement and incorporating results into Business Process and System Improvement best practices
- Facilitating post-mortem assessments to drive continuous improvement and incorporating results into Business Process and System Improvement best practices
9
Experience For Lead Financial Analyst, Consolidations Resume
- Teaming, change resilient and always willing to challenge the conventional wisdom
- Understanding of supply chain or manufacturing finance
- Evaluating financial performance including cost or budget administration
- Performing complex data modeling and financial analysis
- Working with global supply chain on cost savings initiatives
- Developing meaningful, cross-functional business partnerships
- Identifying business processes and systems improvements in collaboration with Corporate, Business Unit, Corporate Shared Services and/or Service Delivery teams
10
Experience For Lead Financial Analyst, Global FP&A Resume
- Working knowledge of a fully integrated ERP system
- Working knowledge of electronic data processing systems as well as proficiency in Excel are required
- Working knowledge of SOP 81-1 and EITF 99-5
- Understanding of foreign currency impacts to business results (translation & transaction)
- Working knowledge of FASB guidance on Revenue Recognition standards and Pre-Production Costs
List of Typical Skills For a Lead Financial Analyst Resume
1
Skills For Lead, Financial Analyst Resume
- Strong ability to effectively manage multiple tasks, financial project management, and prioritize workload
- Demonstrated, effective verbal and written communication skills are essential to be successful in this role
- Demonstrated written, and interpersonal skills with ability to establish effective cross-functional relationships
- Trending and forecasting experience which incorporates critical thinking skills required
- Excellent interpersonal skills and aptitude for building relationships and interacting professionally with all levels of the organization
- Excellent attention to detail, communication, interpersonal relations, conceptual analytical and business partnering skills are required
- Well-rounded interpersonal skills with the capacity to build strong relationships and collaborate across multiple stakeholders at varying levels
- Proven leadership and possession of problem solving skills
2
Skills For Senior / Lead Financial Analyst Resume
- Strong communication skills, both verbal and written – framing complex analyses
- Strong business partnering experience, with a proven ability to interact across many functions and levels to implement initiatives
- Demonstrated written and verbal communication skills and decision-making abilities
- Relevant work experience, including systems and analysis experience; or appropriate combination of education and experience
- Individual with energy, stamina and passion for driving efficiency and demonstrates a strong organizational skill set with a great work ethic
3
Skills For Lead Financial Analyst, GTO Resume
- Proven analytical and skills and business acumen
- Demonstrated relationship management, project management and leadership skills. Ability to lead initiatives to desired conclusion
- Familiarity with Hyperion Essbase along with strong PC skills and the ability to adapt to new systems and applications quickly
- Leadership skills and collaborative orientation to establish effective working relationships and lead projects across functions
- Strong analytical ability to research and absorb new concepts independently and use them effectively
- Strong and proactive leadership and communication skills required
- Excellent interpersonal, written communication, and oral communication skills
4
Skills For Lead Financial Analyst, Global Operations Resume
- Strong Microsoft Excel skills for data analysis
- Strong Microsoft Excel skills for data examination
- Excellent analytical and thinking skills; problem-solving capability
- Proven management and problem solving skills
- Demonstrated supervisory experience required with 5-8 years in finance aspects of clinical research or research related experience
- Outstanding technical skills, including Microsoft Suite, Cognos and SAP
- Related progress experience in Accounting and/or Finance including experience in leading projects of varying size and complexity
5
Skills For Financial Services Lead Financial Analyst Resume
- Related progress experience in Accounting and/or Finance including experience in leading projects of varying size and complexity
- Skills/ competencies: Financial analysis, costing and cost management, inventory accounting and inventory controls
- Advanced end-user computing and systems skills
- Multitask effectively and comfortable working in a fast-paced environment
- Experience leading teams and complex initiatives with solid results
- Demonstrates specialized depth and/or breadth of financial analysis and strong working knowledge of related disciplines
- Advanced end-user computer skills including Advanced MS Office (Word, PowerPoint, Excel, Access)
- Prior financial planning or commercial business experience
6
Skills For Lead Financial Analyst Business Process Improvement Resume
- Advanced MS Excel required and Intermediate MS Access skills highly desired
- Superior analytical and thinking skills; intellectual rigor and curiosity; problem-solving
- High-Level evaluation and thinking skills; intellectual rigor and curiosity; problem-solving
- Data modeling skills leveraging advanced Excel, along with tools such as QlikView and Tableau
- Communication and presentation skills to "get to the point" of complex and technical matters
- Experience working with global teams and consolidations
- Superior analytical, written and verbal communication and presentation skills
- Effectively communicate key take aways and recommendations
7
Skills For Lead Financial Analyst, Applications Resume
- Managing a team of 2 FTE, providing level-headed guidance in often-changing priorities environment
- Accounting/financial analysis experience in a manufacturing organization
- Applying qualitative and/or quantitative methods or techniques for the assessment and improvement of program effectiveness
- Generating implementation plans to ensure robust system (tools and processes) improvements and validations with FSG
- Experience with analytics and problem solving, including: historical trending, building and monitoring KPI’s, finding insights in large sets of data
- This role is an individual contributor but operates in a lead capacity, proactively influencing, leading & coaching across the Finance organization
- Experience in business decision support, financial analysis and reporting, planning and accounting
- Experience in leading teams and managing multiple projects
- Work with operations, sales and supply teams to help shape business objectives and prioritization using a methodical, data-driven approach to decision making
8
Skills For Lead Financial Analyst FP&A Resume
- FP&A experience or equivalent tenure from related positions in corporate finance, accounting, investment banking, private equity, or analytics
- Operates as subject matter expert (SME) for assigned function, providing training and guidance to members of the Finance team as needed
- Experience in leading projects of varying size and complexity
- Experience in directing and leading the quality/process improvement activities/projects with in a function or division
- Experience working in a large corporate environment with exposure to Corporate, region/division and plant reporting policies
- Five years experience in accounting, financial analysis, or financial reporting
- Experience providing accounting direction and financial expertise for large construction projects
9
Skills For Lead Financial Analyst, Consolidations Resume
- Experience with budgeting, forecasting, variance analysis, development of financial models
- Progressive financial/accounting experience in a Manufacturing environment
- Significant experience in financial analysis, reporting, and forecasting
- Experience planning, coordinating multiple projects simultaneously
- Experience in financial analysis, modeling and forecasting
- MS Office, integrated ERP / accounting system experience
- Or more experience in finance, accounting, regulatory or a related field
- Bachelors (or equivalent experience) in Finance or Accounting
- Experience working with cross-functional teams in a matrix organization
10
Skills For Lead Financial Analyst, Global FP&A Resume
- Experience working with Encore, Oracle Financials, Microsoft Office
- Consolidate and analyze results of the financial plan and prepare reporting of the plan for various stakeholders
- Experience in providing exceptional customer service to a broad base of stakeholders with ability and interest to learn business operations
- Proven ability to implement, lead and coordinate processes to facilitate a smooth operating rhythm
- Previous experience or understanding of content economics is highly desirable
- Establish a strong working relationship with Tech Center leadership (Tech Center Directors, Department Heads, and associated business partners)
- Collaborative and flexible with a willingness to work within constantly changing priorities with enthusiasm
List of Typical Responsibilities For a Lead Financial Analyst Resume
1
Responsibilities For Lead, Financial Analyst Resume
- Review and analyze trends for interest-earning assets and interest-bearing liabilities by business and region, as well as non-customer assets and liabilities, including Treasury’s and business’ trading assets, investments, short-term borrowings, long-term debt, repos and reverse repos by business entity and currency
- Demonstrated leadership skills in managing others without direct authority or control
- Prior working experience with, production Order costing; material cost controlling
- Superior claim evaluation, negotiation and decision-making skills
- Progressive finance experience with exposure to general accounting, consolidations, and/or financial analysis
- Interact effectively with all levels of the company and support presentations to senior management
2
Responsibilities For Senior / Lead Financial Analyst Resume
- Perform planning, forecasting and trend analysis of cost savings and spend including variance analyses to plan, forecasts, and prior year(s)
- Significant input to SLCP strategy and resulting priorities leveraging deep understanding of core/adjacent markets
- Experience in financial planning and analysis and/or accounting for a manufacturing company
- Experience in financial planning and investigation and/or accounting for a manufacturing company
- Experience in financial planning, management consulting, auditing and/or corporate finance environment
- Experience supporting the manufacturing business unit in a finance or accounting function
3
Responsibilities For Lead Financial Analyst, GTO Resume
- Long Range Modeling: Assist with the forecast, consolidation, modeling, and presentation of a 3 year financial plan to provide long-term business insights
- Three to Five years experience in accounting, business analysis, financial analysis, or financial reporting
- Leads discussions regarding strategy and resulting finance team analytics/priorities
- Proactively influences thinking of the SLCP leaders and setting of SLCP priorities
- Prepare VGNA Light Vehicle consolidated commentary and variance analysis following each month-end and rolling forecast
- Experience working with predictive models and establishing productivity through use of analytics of large data sets
4
Responsibilities For Lead Financial Analyst, Global Operations Resume
- Experience in preparing and presenting financial results and evaluation required
- Helps guide the SLCP operating mechanisms to execute against the priorities
- Strong understanding of the insurance claims marketplace as well as insurance policy language and structure
- Detailed oriented with experience working with numbers, data and systems
- Proven track record of self-motivation, proactivity, creative & independent thinking, and as well as a pragmatic drive for results
- Experience in a leadership role in accounting area
- Experience in interfacing with executive leadership
- Experience in international environment and working with Oracle
5
Responsibilities For Financial Services Lead Financial Analyst Resume
- Experienced with various Management Accounting Systems and GL
- Able to handle multiple and sometimes competing priorities
- Be a willing, effective, and efficient learner; willingness to receive feedback and take direction
- 5+ accounting/ finance experience
- 7+ accounting/ finance experience
- Complex modeling experience
6
Responsibilities For Lead Financial Analyst Business Process Improvement Resume
- Related progressive experience in Accounting and/or Finance
- Financial and/or Accounting experience
- Overall responsibility for forecast P&L consolidation and variance explanations
- Develop forecasts and budgets for the Corporate business units for consolidation into the Company’s overall plans
- Performing complex analytics and framing critical insights to drive change
- Working knowledge and understanding of major components of Oracle Financial applications
- Driving the forecast process for manufacturing operations
- Pursuing MSA, MSF, MBA, and /or CMA or CPA
7
Responsibilities For Lead Financial Analyst, Applications Resume
- Supporting the monthly financial close process (preparation of journal entries, reconciliation of balance sheet accounts, analysis of variances)
- Coordinating the results of the plants on a monthly basis, along with all Division ledgers
- Working knowledge of SAS, Tableau, and/or Power BI
- Working Capital Expert
- Support functional groups in managing manufacturing expenses, detailed spending analysis & production planning processes
- Reporting and analysis including periodic reporting, periodic forecast analysis and deck preparation
8
Responsibilities For Lead Financial Analyst FP&A Resume
- Revenue forecasting, planning and tracking
- Develop best-in-class advertising metrics, reporting and processes to scale Intuit advertising partner revenue in a freemium business model
- Support in tracking, managing and reporting inventory by site, product and type
- Support accounting department on their analysis during the year comparing to budget
- Drive planning and forecasting activities for AU while interfacing closely with business partners and corporate FP&A team
9
Responsibilities For Lead Financial Analyst, Consolidations Resume
- Performs accounting, analysis, and reporting regarding financial operations and information
- Leverage reporting tools and develop deep understanding of systems to provide self-service reporting to organization
- Manage project level data and month-end reporting of actuals through Oracle Planning & Budgeting Cloud
- Support OH&R shop in managing company policies and improving processes, routines & controls such as inventory tracking and return process
- Manage demand and capacity including hiring plan, staffing plan, space utilization and program financial/delivery plan across MITRE portfolios
10
Responsibilities For Lead Financial Analyst, Global FP&A Resume
- Participate in planning and forecasting processes working closely with the business partners for Global IS and Corporate organizations
- Collaborates with the Retail Lending forecasting team to estimate future reserve requirements and comply with annual stress testing requirements
- Responsible for ensuring compliance with company policies and procedures and audit requirements while modeling the IDEXX Purpose and Guiding Principles
- Financial modeling and reporting using financial systems (Hyperion, Essbase, IBM TM1, Cognos)
- Knowledge of principles and practices of budgeting and finance including the analysis and reporting of financial data
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