Principal Financial Analyst Resume Sample
Delmer Reinger
65285 Wallace Manor,
New York,
NY
+1 (555) 971 4665
Work Experience
Principal Financial Analyst
02/2016
-
PRESENT
Los Angeles, CA
- 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 reports and insightful commentary for business owners
- Gather and analyze appropriate data for monthly or ad hoc reports
- Develop timely and accurate reports (both standardized and ad hoq) in support of the monthly close and Outlook process
- Become a systems expert, able to extract data to create meaningful reports from various sources
Senior Principal Financial Analyst
09/2011
-
09/2015
Chicago, IL
- Understand the reporting nuances of our systems, being able to utilize financial tools to create meaningful reports
- Prepare rolling estimate by collecting and evaluating all available actual, forecast, risk/opportunity information, operating management direction and revising as appropriate
- Perform analysis that requires application of financial concepts and/or tools (e.g., NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses, line item walk-forwards, and volume building blocks)
- Prepare supplemental reports, information, and documentation as required for internal and external auditors and the Tax Department
- Identify research and make recommendations for resolution of data integrity issues
- Analyze and provide recommendations for improvements in efficiency and profit
- Assist with action plan development to meet targets by providing suggestions for cost avoidance and cost reductions, tracking and monitoring financial results and providing frequent feedback to the teams on the nature and amount of variances
- Analyze inventory movements, manage inventory losses and prepare accounting entries to properly record losses by type and reason code or responsibly area
- Track and ensure accurate metric are used to support performance management routines and decision making
TMD Principal Financial Analyst
04/2009
-
05/2011
San Francisco, CA
- Create routines and collaborative partnerships to document and share best practices
- Perform analysis that requires use of Access and Excel
- Assist in the creation of our monthly financial deliverables, including but not limited to the weekly CEO report and monthly Outlook deck, etc….ensuring the integrity of the financial schedules and analysis
- Demonstrated experience in developing EAC’s, budgets and forecasts including variance analysis
- Exposure to Business Unit level analysis and decision making
- High level of responsibility on a lean team
- Strong training ground in the technical skills of Financial Planning and Analysis
- Develops a robust business case model to support executive decision making
Education
Globe University / Minnesota School of Business
2005 - 2009
Bachelor's Degree in Accounting
Professional Skills
- Prior experience clearly demonstrates an excellent analytical ability, effective problem solving skills, and strong financial modeling skills
- Prior experience clearly demonstrates effective critical thinking skills and strong business parterning skills
- Prior experience clearly demonstrates excellent written/verbal communication skills
- Relevant financial experience. Excellent financial modeling and analytical skills. Strong understanding of accounting and financial concepts
- Excellent organizational skills and outstanding analytical/critical thinking skills
- Demonstrated experience communicating financial information to various audiences including senior management. Strong oral and written skills
- Outstanding communication skills (written/verbal), presentation and facilitation skills
How to write Principal Financial Analyst Resume
Principal Financial Analyst role is responsible for analytical, leadership, financial, business, excel, organizational, analysis, microsoft, presentation, finance.
To write great resume for principal financial analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Principal Financial Analyst Resume
The section contact information is important in your principal 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 Principal Financial Analyst Resume
The section work experience is an essential part of your principal 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 principal 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 principal financial analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Principal Financial Analyst resume experience can include:
- Strong forecasting and analytical skills, including experience working with (Fixed-Price Procurement) FFP expenditure forecasts
- Strong forecasting and analytical skills, including experience working with FFP expenditure forecasts
- Good multi-tasking & prioritizing skills
- Strong communication and analytical skills required. Experience in SAP is an advantage
- Strong analytical skills and a demonstrated ability to build and manage financial models for business forecasting, variance analysis, and problem solving
- Outstanding verbal and written communication skills with ability to create and deliver effective presentations to all levels
Education on a Principal Financial Analyst Resume
Make sure to make education a priority on your principal 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 principal 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 Principal Financial Analyst Resume
When listing skills on your principal 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 principal financial analyst skills:
- Strong analytical and problem solving skills with the ability to multitask effectively in a fast paced work environment
- Strong written, verbal, and executive communication skills, including the ability to effectively influence people
- Solid presentation skills and ability to communicate effectively both orally and in writing to variety of audiences
- Strong presentation skills; ability to communicate effectively both orally and in writing to variety of audiences
- Strong financial modeling, quantitative analysis, and problem-solving skills; experience modeling the P&L, working capital, and cash flow
- Utilize good leadership and organizational skills in focusing stakeholders toward common finance goal by setting priorities and working within deadlines
List of Typical Experience For a Principal Financial Analyst Resume
1
Experience For Senior Principal Financial Analyst Resume
- Good organizational skills with excellent written and verbal communication skills
- Excellent written and verbal communication skills including experience in preparing and presenting briefings
- Exhibit flexibility in taking on multiple tasks simultaneously, prioritizing effectively, and working independently
- + Exhibit flexibility in taking on multiple tasks simultaneously, prioritizing effectively, and working independently
- Excellent oral, written, presentation and people skills
- Proven record of working with huge data sets with direct experience using SQL and Python
2
Experience For Principal Financial Analyst Global Business Finance Resume
- Advanced ability with analysis and problem solving, commercial skills, and leadership
- Expert ability with communications, integrity and compliance, process/project management, and professional skills
- Prior Professional Services Finance or Accounting experience
- Creating and reviewing business cases across SAS to ensure consistency, accuracy and validity of justification provided for the investment
- Accounting/Finance experience in manufacturing environment
- Understanding of financial statements, strong knowledge of accounting principles
3
Experience For TMD Principal Financial Analyst Resume
- Consolidating and reporting company-wide financial forecasts on a monthly basis
- Leading a team of 4 production, engineering services, and depot financial analysts at various stages of their careers and with varying levels of experience
- Invoicing & Cash Management experience, preferably in proprietary setting
- Working experience in a U.S. multinational organization
- Experience interfacing with and conducting business with various functional disciplines (Supply Chain, Contracts, Engineering, Operations, etc.)
4
Experience For Process Management Principal Financial Analyst Resume
- Experience in preparing budgets, financial reports, designing and building databases
- Experience interfacing and conducting business with various functional disciplines (Contracts, Operations, Engineering, Supply Chain) in program execution
- Experience in organizing, preparing, and presenting briefings to management, customers, and peers
- Typically possesses ten years of experience in the field of accounting and/or financial analysis, and analyzing and interpreting financial statements
- Experience interpreting and applying General Accepted Accounting Principles (GAAP) and other regulatory requirements
- Consolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company’s goals and financial standing
- Experience in a sales FP&A role or similar function with an emphasis on modeling/aggregating data to produce insights
5
Experience For Principal Financial Analyst Central Zone Foodservice Resume
- Experience using at least one data mining tool like SAP Business Objects (BOBJ), SAS, or Hyperion
- Experience working Proposals and being part of a Proposal Team
- Related experience in planning and reporting, as well as balance sheet and income statement preparation
- Experience in Budgeting and Forecasting and Variance Analysis
- Excellent analytical, decision-making and financial modeling abilities
- Previous work experience from management consulting firm and/or Big 4 accounting firms
6
Experience For Principal Financial Analyst EWS FP&A Resume
- Experience in SAP, Essbase, cost accounting and a manufacturing environment are an advantage
- Previous experience providing financial and analytical support to a Marketing organization or function
- Previous experience using the following software systems/packages: SAP, PRISM
- Experience in interfacing and conducting business with various functional disciplines (Contracts,
- Experience using Rplan for financial planning
- Experience in contractual EVMS reporting, working in APEX/PRISM EVMS systems and PMX tools
- Experience in a corporate finance role or similar function with an emphasis on modeling/aggregating data to produce insights
7
Experience For Principal Financial Analyst / Finance Manager Resume
- Experience with costing activities and pricing FUP rates for government contracts
- Strong understanding of Earned Value Management Principles and Processes including CPR development, audit/surveillance, PMX Tool Suite and EVMS implementation
- Experience in building complex financial models in Excel used to evaluate new business opportunities and/or acquisitions
- Builds and maintains effective relationships between the business unit(s) and Finance
- + Summarize, manage, and coordinate the consolidated business performance based on GM targets and key financial metrics
- Strong knowledge of Raytheon processes and policies
- Experience on Production Programs in a Multi-Site environment
- Strong knowledge of Excel pivot tables and formula manipulation
- Work collaboratively and cross functionally to train and provide technical supervision to less experienced financial representatives
8
Experience For Principal Financial Analyst / Cost Accountant Resume
- Related Finance work experience
- Fiscal planning and forecasting for consolidated worldwide bookings and/or opex
- Lead the consolidation and reporting of pan-MDT revenue trends in support of Strategic Alliance initiatives and other ad-hoc requests
- Software and/or internet industry experience
- Experience in Corporate Finance or Accounting
- Consolidate and report group-wide financial forecasts on a monthly basis
- Demonstrated ability to meet critical deadlines and energetic self-starter
9
Experience For MM Principal Financial Analyst Resume
- Lead and consolidate results for; Research, Scientific Operations, HQ’s / Support functions for the Global Products Group
- Strong Finance tool expertise (Excel, SAP, and EDIT+)
- Build and own segment level P&Ls to enhance sales management understanding of their business units and enable effective strategic decision making
- Ensuring regulatory compliance and protecting Raytheon’s bookings by completing independent assessments of reasonable supplier pricing
- Maintaining and sustaining existing reports and reporting solutions
- Providing timely and accurate financial reporting and analysis in support of investment decision making
- Discussing and supporting audit findings and recommendations with Government auditors and contracting officers
- Collaborating with Raytheon’s Estimating and Pricing and Supply Chain organizations
- Participating in fact finding missions at supplier locations to gather pertinent supporting documentation
10
Experience For Principal Financial Analyst, Global Finance Resume
- Establishing, maintaining and documenting findings in clear, auditable fashion
- Supporting our offshore team, ensuring services are delivered in line with KPI’s and dealing with adhoc queries
- Working in a matrixed management reporting framework (Group and Region operating units)
- Refining existing and developing new and ad-hoc templates and queries
- Ensuring Master Data integrity in Automated Reporting (for Program EAC, Program BSEC, labor, and material reporting)
List of Typical Skills For a Principal Financial Analyst Resume
1
Skills For Senior Principal Financial Analyst Resume
- Strong organizational skills and the ability to effectively multitask parallel activities
- Strong analytical and problem solving skills, including the ability to prioritize concurrent requirements and accommodate numerous stakeholders
- Analytical and problem solving skills with the ability to multitask effectively in a fast paced work environment
- Excellent analytical and problem solving skills with the ability to multitask and prioritize in a dynamic and fast paced work environment
- Strong PC Skills and Systems Knowledge – strong ability in ERP and other reporting systems
- Superior problem solving skills, leadership qualities, and team/interpersonal skills
2
Skills For Principal Financial Analyst Global Business Finance Resume
- Demonstrated leadership experience and ability to communicate effectively with peers and leadership
- Experience in planning, organizing and negotiating skills to motivate and train individuals
- Demonstrated experience establishing and maintaining good working relationship with all levels of the organization
- Demonstrated experience interacting with a broad range of personnel and in handling difficult, sensitive situations, and conflicting priorities
- Experience in financial analysis and reporting, inclusive of cost accounting, required. Prior experience in the defense industry
3
Skills For TMD Principal Financial Analyst Resume
- Advanced Excel and Powerpoint skills, including financial modeling experience
- Strong problem solving skills needing little guidance
- Proven problem identification and problem solving skills
- Strong computer skills with Microsoft Office package (PowerPoint Excel - including use of macros, pivot tables charts)
- Excellent computer skills (modeling, macros, excel, Access, PowerPoint)
- Demonstrated accounting and financial analysis skills
4
Skills For Process Management Principal Financial Analyst Resume
- Collaborate with others; strong team building and relationship-management skills
- Excellent communication, presentation, analytical and organizing skills
- Strong Excel modeling skills and the ability to translate contractual provisions to the model
- Strong relationship building skills. Able to work cross functional teams and across business units
- Work relatively independently and be self-motivated, have excellent communication and leadership skills
5
Skills For Principal Financial Analyst Central Zone Foodservice Resume
- Good organizational skills; ability to multi-task
- Excellent organizational skills and self-starter that works well in teams and independently
- Excellent finance and analytical skills
- Excellent desktop computer skills, particularly in the use of MS Office suite
- Strong computing skills with MS Office Products (Excel, Word, and PowerPoint)
6
Skills For Principal Financial Analyst EWS FP&A Resume
- Strong executive communication skills, both written & verbal
- Possess strong communications and interpersonal skills; ability to clearly communicate with individuals among executive leadership
- Strong excel skills with Pivot Tables, V Lookups, and formulas/functions
- Effective communication skills to liaise financial information to non-financial roles
- Demonstrated ability to work effectively in a team environment and interface with various levels of senior leadership
- Solid personal adaptation skills
- Excellent written and verbal communication with ability to effectively convey data into information with various levels of management, peers, and customers
- Strong business partnering/relationship building skills
- Relevant experience, prior FP&A experience required
7
Skills For Principal Financial Analyst / Finance Manager Resume
- Strong teamwork skills; ability to positively contribute to overall success of the team
- Strong Microsoft Office skills (Excel, Work, PowerPoint)
- Teach and prioritize, effectively
- Outstanding academic credentials and problem solving skills
- Demonstrated forecasting, financial modeling and scenario modeling experience
- Seven years of experience developing, validating, and presenting financial statistics and models
8
Skills For Principal Financial Analyst / Cost Accountant Resume
- Prior experience budgeting and forecasting
- Demonstrated experience leading projects and working with cross-functional teams
- Effectively work in a challenging and fast-paced environment
- Communicate effectively in writing, particularly with the external customers
- Effectively lead the project management piece of the Capital Planning team and drive desired results
9
Skills For MM Principal Financial Analyst Resume
- Solid proficiency in MS Office applications, especially Excel and PowerPoint, including experience in excel with lookups and Pivots
- Previous Medtronic Finance/Accounting experience or experience in fast-paced, high-growth medical device or Pharmaceutical Corporation
- Finance experience with at least 2-3 years of recent experience in financial planning & analysis
- Demonstrated experience with Achieving Process Excellence (APEX) and Business Warehouse
- Skills in working in a multi-cultural environment
- Help manage the forecasting system (Host Analytics) and train new team members to use system effectively
- Prior experience in pricing, specifically products
10
Skills For Principal Financial Analyst, Global Finance Resume
- Obtain a Secret Clearance Prior experience in Defense or Aerospace
- Work effectively under uncertainties
- Clear, succinct written and verbal communication skills
- Demonstrates strong attention to detail, quality, and accuracy
- Proficient desktop computer skills, focus on advanced spreadsheet tools; i.e. Advanced Excel
- Communicate effectively with peers, leadership, and customers
- Demonstrates strong attention to detail, quality and accuracy
- Interface and communicate effectively with personnel of
- Work effectively in a matrixed, complex environment
List of Typical Responsibilities For a Principal Financial Analyst Resume
1
Responsibilities For Senior Principal Financial Analyst Resume
- Support the Senior Leadership Team of the Mortgage Business through financial analysis & business recommendations as well as monthly business reviews and updates
- Self-starter with strong organizational and prioritization skills
- Experience in financial analysis and modeling.- Intermediate or Advanced skills with Microsoft Excel and PowerPoint
- Excellent interpersonal skills with ability to communicate and collaborate at all levels throughout the business
- + Demonstrated ability to work effectively in a team environment
- Effectively work with all levels of management, including senior level executives
- Prior experience supporting a sales/distribution function
- Prior experience using SAP and Salesforce
2
Responsibilities For Principal Financial Analyst Global Business Finance Resume
- A solid understanding of database structure (CRM, data warehouse, ERP, etc.) and experience with a variety of financial systems
- Effectively persuades and influences senior leaders
- Experience progressive FP&A experience
- Consolidate the financial statement forecasts of NEE’s principal subsidiaries and produce NEE-level consolidated financial statement forecasts
- Utilize analytical skills to review historical sales trends, prepare forecast data, and evaluate forecast results
- Proven ability to build strong relationships of trust & influence
- Communicate concisely & effectively across all levels of management
- Working knowledge & experience with Rplan
3
Responsibilities For TMD Principal Financial Analyst Resume
- Working knowledge & experience with Earned Value concepts
- Experience supporting functional Cross Business Teams such as Integrated Supply Chain, manufacturing operations, Engineering, Quality and the like
- Experience with budgeting / forecasting / reporting activities (e.g. review/analyze, responsibility of $300 MM revenue budgets)
- Experience developing forecasting plans, business plans and creating financial or business models
- Demonstrated success in running core financial processes, models and analytics, and partnering with cross-functional teams across a broad organization
- Strong working knowledge of financial planning systems (Oracle, SAP, PRISM, Business Warehouse, Program on a Page, etc.)
- Solid understanding of financial planning and analysis
- Experience in and comfortable with interfacing and conducting business with Senior Management and/or Director level personnel
- Experience with financial modeling
4
Responsibilities For Process Management Principal Financial Analyst Resume
- Drive improvement projects and improved reporting that enables business leaders to make effective business decision
- Rplan forecasting and Business Warehouse (BW) experience
- Lead a team of 2-4 financial analysts through daily guidance and coaching, regular reviews of work products and work prioritization
- Experience in multiple aspects of financial management including program controls
- Experience working across teams and departments
- Experience with compensation planning or administration systems
- Strong understanding of investment management in a Technology company (preferably SaaS)
- Experience in program finance, managing multiple contracts
- PG (MBA-Finance) / B. Com/FRM with 3+ years of relevant Risk/Treasury reporting experience in a similar Financial services Industry
5
Responsibilities For Principal Financial Analyst Central Zone Foodservice Resume
- Experience using financial software systems (such as SAP R/3, Oracle Hyperion)
- Experience using SAP Business Systems software
- Demonstrated working knowledge of tools such as SAP and BW
- Familiarity and experience working on overhead budgets
- Experience with & understanding of Inter-Organization Transfers (IOT)
6
Responsibilities For Principal Financial Analyst EWS FP&A Resume
- Experience using financial software systems
- Experience in Microsoft Access database (creating queries, uploads, large tables, etc..)
- Experience in providing business support for contract activities across multiple functional areas
- Public accounting or Internal Audit experience on publicly-listed clients
- · Experience working in a production environment
7
Responsibilities For Principal Financial Analyst / Finance Manager Resume
- Experience with Achieving Process Excellence (APEX), PRISM, and Business Warehouse or similar database
- Financial Planning & Analysis and/or Program Finance experience in the Aerospace and Defense Industry
- External EV reporting experience
- Government contractor industry experience with knowledge of both government accounting (FAR, CAS) and Sarbanes-Oxley compliance processes
- Strong understanding and proficiency of financial systems and tools (Hyperion, Oracle, Microsoft office suite of products, and Google web applications)
- Experience in manufacturing and/or medical finance organization
- Experience working with complex Federal Government contracts
8
Responsibilities For Principal Financial Analyst / Cost Accountant Resume
- Experience with financial, cost estimation, and pricing in a Government Litigation Support environment
- Seven years of experience with financial and/or quantitative analysis, and accounting methodologies
- + Consolidate, analyze and communicate period-end (both monthly and quarterly) SH Manufacturing “other product costs” (OPC) results
- + Consolidate understand quarterly forecast, including ownership of site templates, roll-ups, analysis and submissions
- + Request, consolidate understand high level variance drivers for SH Manufacturing OPC
- Strong accounting & U.S. GAAP knowledge required
- Financial analysis & reporting experience mandatory
- Experience with developing rates and rate structures
- Solid abilities relating to financial systems (SAP, BW, etc.), and tools (Excel, PowerPoint)
9
Responsibilities For MM Principal Financial Analyst Resume
- Experience in financial analysis
- Develop - Mentor, grow and manage the day-to-day priorities of a financial analyst
- Experience in Financial Management
- Leverage information systems to increase efficiency and effectiveness of forecasting and analysis
- Strong business acumen with an ability to rely on judgment to plan and accomplish goals - understands finance, operations and the broader industry
- Experienced with EPM solutions (Hyperion, Cognos)
- Work closely with Director of FP&A to compile financial plans prepared by worldwide analysts into a consolidated P&L and provide corresponding analysis
- Summarize, manage, and coordinate the consolidated business performance based on GM targets and key financial metrics
10
Responsibilities For Principal Financial Analyst, Global Finance Resume
- Excellent written and oral communication; ability to communicate at multiple levels of the organization, across functional boundaries
- Strong understanding of investment management in Customer Success function in a high growth Technology company (preferably SaaS)
- Solid abilities relating to financial systems (SAP, BW, Rplan.), and tools (Excel, PowerPoint, etc.)
- Strong accounting & U.S. GAAP knowledge
- Proven ability working independently, without appreciable direction and with higher levels of management
- Experience creating business review plans and financial models
- Experience using at least one data discovery tool like QlikView or Tableau
Related to Principal Financial Analyst Resume Samples
Business Financial Analyst Resume Sample
Work Experience
• Work experience as an independent problem solver with experience in financial analysis and project management required
• Maintains an accountable strategic forward looking lives/Volume and AWP forecast
• Works with input owners to forecast known client changes for New/Term/Or...
Professional Skills
• Assist management in creating CSG sales an...
• Analyzes new business opportunities by hel...
• Strong analytic skills; Have excellent int...
Financial / Budget Analyst Resume Sample
Work Experience
• Ownership of key balance sheet elements, inventory and debtors
• Contract Status Reviews
• Ensure accuracy of data communicated to Corporate
• Month-end reporting and closing responsibilities
• Conduct research and prepare financi...
Professional Skills
• Strong verbal and written communication sk...
• Notable client service, communication, pre...
• Exceptional oral and written communication...
Financial Analyst Intern Resume Sample
Work Experience
• Grow the team’s technical subject matter expertise with summer project(s)
• Product Line Performance Measurement
• Strategic Planning & Corporate Marketing
• Administration: Finance, IT, Facilities, Legal & HR)
• Develop f...
Professional Skills
• Strong computer skills, including Microsof...
• Strong Microsoft Excel and PowerPoint skil...
• Strong interpersonal skills with ability t...
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...