Research Financial Analyst Resume Sample
Trinity Russel
79971 Edna Falls,
Philadelphia,
PA
+1 (555) 157 1796
Work Experience
Commodity Research Senior Financial Analyst
07/2015
-
PRESENT
Chicago, IL
- Executing the overall Financial Services research strategy, working closely with your supervising Research Manager, and other Banking and Capital Markets researchers around the globe
- Working closely with others in the research team to build effective, trust-based relationships with clients in the Practice and their support functions (Marketing, Sales, Operations, etc.) both in the Buenos Aires office and beyond, to ensure sponsorship and utilization of research services
- Supporting Accenture clients and business development teams with a range of types of analysis: company profiles, market segment profiles, analysis of Accenture competitors, thought leadership audits, issue-based research, data-driven research, financial analysis, business capability-related research
- Deepening and refining our expertise in the sources and subject matter (issues and trends) that are relevant
- Contributing to the development of research assets that differentiate Accenture Research in the market, e.g., forecasting of market trends, modelling of survey data to size markets, impact evaluation of digital innovation in financial services, etc
- Identifying new sources of relevant Banking and Capital Markets content and contribute to evaluations of external content for acquisition
- Actively contributing to Accenture both locally and globally. Taking part in team building activities, supporting your local Accenture Research lead and the global Accenture Research Financial Services team (e.g., contributing to team training, sharing your knowledge and actively participating in other team events)
- Experience with all–source information research and analysis
- Handles all financial responsibilities relating to Research Grant Administration (pre- and post-award)
Research Financial Analyst
01/2011
-
01/2015
Philadelphia, PA
- Reports organization’s finances to management
- Assists in the development of policies, systems, and special financial studies, particularly as they relate to the reconciliation process
- Serves as clinical research billing contact between Research Institute and study sponsors. Serves as subject-matter expert for research staff
- Invoices study sponsors as required by the study contract, and tracks payments received. Performs required follow-up to ensure payments are made
- Participates in budget and billing configurations in commercial CTMS, and utilizes CTMS functionality for financial management
- Provides monthly AAHSRI financial reports to central Finance and creates ad hoc reports as requested
- Invoice for applicable research study events and procedures using financial software applications and creates study administrative calendars and reconciles paid research study invoiceables in the AAHSRI clinical trials management system
Financial Intelligence & Research Analyst
11/2007
-
09/2010
Dallas, TX
- Updates electronic research administration database records
- Maintains current knowledge of research administration guidelines of Federal and non-Federal sponsors supporting research activities, preferably in a healthcare environment
- Maintain active research coverage of a portfolio of Morgan Stanley’s financial institution clients and make recommendations to senior management about internal risk ratings and client-level risk appetite
- Ensure internal risk ratings accurately reflect all available information relevant to clients’ credit quality
- Track clients’ compliance with risk limits
- Monitor public ratings of counterparties, and keep current on industry trends
- Superb opportunity to immerse in and learn from the dynamic capital markets business of a global investment bank and interface with sales, traders, product managers, senior management and technology partners to shape and enhance one of the top research and pre-trade content platforms on the street for institutional clients
- Agile, and extremely fast-paced environment with a tight-knit team culture
Education
Western International University
2002 - 2007
Bachelor's Degree in Finance
Professional Skills
- Strong verbal communication and writing skills and problem solving skills
- Excellent analytical reasoning and problem-solving skills
- Demonstrated knowledge of MS Excel, including financial modeling skills
- MS Access and PowerPoint skills strongly desired
- Skills to provide coaching and mentoring to support staff
- Effectively prioritize and manage multiple projects simultaneously while meeting deadlines
- Strong relationship building skill
How to write Research Financial Analyst Resume
Research Financial Analyst role is responsible for research, financial, discretion, software, business, modeling, training, analytical, communications, creative.
To write great resume for research financial analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Research Financial Analyst Resume
The section contact information is important in your research 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 Research Financial Analyst Resume
The section work experience is an essential part of your research 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 research 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 research financial analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Research Financial Analyst resume experience can include:
- Demonstrated experience designing financial management tools to administer complex awards. Experience in budget preparation using automated spreadsheet systems
- Experience in fund accounting is strongly desired
- Experience in some phase of administration of grant accounts and/or bookkeeping experience
- Strong financial planning and analysis experience with a food processing / manufacturing environment
- Strong economic and commodity research experience within Food and Beverage industries
- Experience reporting quantitative data to both technical and non-technical audiences
Education on a Research Financial Analyst Resume
Make sure to make education a priority on your research 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 research 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 Research Financial Analyst Resume
When listing skills on your research 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 research financial analyst skills:
- Proven experience with UCSD on-line and web based accounting systems (IFIS, FinancialLink, etc.)
- Related experience (3 years in some phase of administration of grant accounts) and/or bookkeeping experience
- Analytical and organizational skills to manage a complex network of financial and risk management processes in a fast-paced environment
- Experience with conducting all–source intelligence analysis, targeting, or technical collection in the IC or financial industry
- Experience in business analysis or functioning as such in a technology area
- Experience with developing issue or capability briefings for the IC or international partners
List of Typical Experience For a Research Financial Analyst Resume
1
Experience For Commodity Research Senior Financial Analyst Resume
- Familiarity with Accounting Standards Codification (“ASC”) Topic 815 – Derivatives and Hedging
- Able to logically read and comprehend technical and/or functional manuals and instructions
- Able to work with people from all levels of the organization
- Identifies and proposes opportunities for process improvement and prepares written application and/or technical specifications. Responsible for attending various types of meetings at different campuses as required
- Utilizes thorough knowledge of work and business unit to analyze application logic and propose change strategies. Identifies and defines data input and output as indicated by application specifications. Trouble-shoots system problems in an effective and timely manner. Works on multiple projects as required
2
Experience For Research & Financial Analyst Resume
- Complies with current escalation procedures. Assists in the solution of software problems via the phone or in person in an efficient and professional manner
- Effectively uses past experiences and job knowledge to identify and resolve any System or application implementation problems within area of responsibility. Solves difficult technical problems
- Understands and is proficient with the latest Florida Hospital standard version of desktop software and hardware, security restrictions and limitations, as well as application functions and consistently applies these principles. Utilizes knowledge and understanding of desktop and printing applications
- Be able to analyze financial information to forecast business, industry or economic conditions
- Monitor developments in the fields of industrial technology, business, finance and economic theory
3
Experience For Financial Intelligence & Research Analyst Resume
- Interpret data on price, yield, stability, future investment-risk trends, economic influences and other factors
- Present oral or written reports on general economic trends, individual corporations and entire industries, sectors
- Take initiatives on business development
- Handles payment receipt and distribution of Oncology Clinical trial funds
- Analyzes balance sheets and profit and loss statements
- Analyzes trends, costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses
- Prepares Research departmental budgets
- Reports organization's finances to management
- Assists in the development of policies, systems, special financial studies, particularly as they relate to the reconciliation process
4
Experience For Financial & Research Analyst Resume
- Prepare justification & rebudgets as necessary and allowed throughout the grant cycle
- Prepares, administers, coordinated, and tracks major grants and/or contracts
- Negotiates and reviews grant and/or contract provisions with potential partners
- Establishes protocol-based budgets while monitoring payment and billing processes. Monitors operating statements, investigates variances, and makes corrections as required
- Develops systems and structures to support efficient operations while ensuring compliance with all regulatory expectations and customer needs
5
Experience For Financial Research Analyst Resume
- Assist the Director-Research Office and the Supervisor-Contracts & Grants with compiling proposal submissions for transmittal to sponsor including clinical trial and grant submissions, and post award maintenance of awarded sponsored research
- Supports negotiation of research budgets and contracts and business terms with external funders as needed under the supervision of Supervisor-Contracts & Grants
- Good organizational skills, with the ability to perform multiple tasks
- Manages regulatory compliance with items such as Comparative Medicine or Institutional Review Board (IRB) that pertains to the award
- Provide financial leadership in commodities and ingredients portfolio within the procurement team. Promote and influence sound decision-making. Drive toward the achievement of financial goals and commitments
- Provide solutions to the procurement function that demonstrates a strong understanding of the multi-layered nature of commodity and ingredient procurement functions
6
Experience For Informatics Research Analyst Financial Informatics Maitland Resume
- Perform complex financial analysis and customized reporting. Proven experience with the applications of principles and practices of financial management, fiscal planning and analysis
- Strong competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports
- Proven experience designing financial management tools to administer complex awards. Demonstrated experience in budget preparation using automated spreadsheet systems
- Proven ability to analyze complex financial issues, recognize potential impact, identify creative and alternative solutions; make and implement recommendations. Problem-solving skills and with ability to exercise discretion
- In-depth knowledge of federal, state, and private agency contract and grant regulations and requirements from proposal preparation through close out; including but not limited to cost accounting standards
7
Experience For Financial Services Research Analyst Resume
- Perform complex financial analysis and customized reporting. Solid experience with the applications of principles and practices of financial management, fiscal planning and analysis
- Strong competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports. Ability to manage significant volume of transactions
- Solid knowledge of University policies and procedures relating to contract and grants; and accounting. Ability to independently interpret, analyze, and implement appropriate policies in a given situation
- Demonstrated experience in principles and practices of fund accounting, cost analysis and audit procedures including UCSD Internal audit requirements
- Proven ability to analyze complex financial issues, recognize potential impact, identify creative and alternative solutions; make and implement recommendations. Strong problem-solving skills and with ability to exercise discretion
- Knowledge of University policies and procedures regarding purchasing, returned goods, travel, disbursement, inventory, and ability to work collaboratively with contacts involved in these processes
- Demonstrated experience with UCSD on-line and web-based accounting systems (IFIS, FinancialLink, etc.)
8
Experience For Financial Analyst Clinical Research Resume
- Three or more years of financial experience
- Perform complex financial analysis and customized reporting. Demonstrated experience with the applications of principles and practices of financial management, fiscal planning and analysis
- Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports. Demonstrated experience designing financial management tools to administer complex awards. Demonstrated experience in budget preparation using automated spreadsheet systems
- Proven ability to analyze complex financial issues, recognize potential impact, identify creative and alternative solutions; make and implement recommendations. Demonstrated problem-solving skills and with ability to exercise discretion
- In-depth knowledge of federal, state, and private agency contract and grant regulations and requirements from proposal preparation through closeout; including but not limited to cost accounting standards
9
Experience For Financial Analyst Executive Division Research Department Resume
- Perform complex financial analysis and customized reporting. Ability to manage a significant volume of transactions
- Proven knowledge of University policies and procedures relating to contract and grants; and accounting. Ability to independently interpret, analyze, and implement appropriate policies in a given situation
- Experience in developing, producing and completing complex reports for various funding agencies; projecting multi-year expenditures and outcomes as they relate to individual projects, and department as a whole; experience applying programmatic knowledge to coordinate financial aspects of award administration
- Demonstrated experience analyzing expenditures, recognizing trends in order to support budget adjustments. Experience in principles and practices of fund accounting, cost analysis and audit procedures including UCSD Internal audit requirements
- Strong organizational skills. Skill in prioritizing a high volume workload to ensure priorities and other deadlines are met. Ability to work in pressure situations and accommodate interruptions. Ability to maintain flexibility to redirect efforts when priorities change
- Proven ability to assess and contribute to the development of automated systems to facilitate award administration. Skill in setting up and maintaining accurate filing systems
- Demonstrated ability to maintain a professional attitude during interaction and collaboration with a wide range of personalities. Excellent communication skills
10
Experience For Financial Intelligence Research Analyst Resume
- Interpret complex university and government policies (FAR, Cost Accounting Standards, Office of Management and Budget circulars, sponsored guidelines, etc.) for project and university personnel and help guide other staff in interpreting complex policies
- Identify and implement process improvements. Participate in and lead cross campus projects. Train and advise on issues requiring specific technical expertise
- Knowledge of the use of accounting and financial software programs
- Familiarity with basic science and medical disciplines, fundamental knowledge of hospital and research laboratory functioning desired
- Serve as a resource on subject area to principal investigator staff
List of Typical Skills For a Research Financial Analyst Resume
1
Skills For Commodity Research Senior Financial Analyst Resume
- Strong communication skills, with the ability to act with discretion and sensitivity when required
- Demonstrated experience with UCSD Personnel Payroll System (PPS) policies and procedures
- Relevant experience and at least 5 years of working experience
- Demonstrated customer service focus and dedicated to working cooperatively with others in a professional, ethical, courteous and respectful manner
- Experience of delivering high profile projects
- Experience working in a college/university administrative office
- Perform data analysis using MS-Excel and present it in the form of charts, graphs and consolidated reports
- Experience as an all-source or intelligence analyst for the US intelligence community (IC)
2
Skills For Research & Financial Analyst Resume
- Relevant experience in Finance
- Experience can be substituted for educational requirement
- Two to three years' work experience
- Coordinate multiple priorities and issues to facilitate appropriate client support and escalation of issues
- Maintaining knowledge of and performing job functions incompliance with AAHS and AAHS Research Institute policies and procedures
- Working knowledge of medical and legal terminology and procedures; confidentiality and privacy issues regarding medical and patient information
- Accounting, financial reports, contracts, and data analysis
- Assists in the development and ongoing maintenance of institutional Standard Operating Procedures (SOPs)
3
Skills For Financial Intelligence & Research Analyst Resume
- Financial analysis and cash flow modeling (including Argus AE)
- Prepare fit-gap analyses, test data, develop reporting requirements, and complete documentation in support of fellowship reporting project
- Develops and monitors spending reports with PIs, including salary allocations and purchase commitments
- Provides assistance to Directors to determine revised projections or spending patterns
- Supports the quarterly reporting to the Trustees and other management report processes as requested
- Prepares ad hoc reporting as requested
- Researches variances in revenues and expenses as well as support analysis and financial reporting
- Review due diligence materials during acquisition process
- Proficient with standard software used in office setting (i.e. MS Word, Excel, web browser, etc)
4
Skills For Financial & Research Analyst Resume
- Interpret and apply research administration and accounting policies and procedures
- Conduct external research including peer benchmarks to support initiatives and proposals. Prepare comparative written and financial analyses
- Handles all financial responsibilities relating to Research Grant Administration (pre and post-award)
- Prepares other financial reports as required including financial reports to Principal Investigators
- Prepares journal entries for posting to General Ledger
- Gathers information by running queries
5
Skills For Financial Research Analyst Resume
- Develop and maintain knowledge of, and performing job functions in compliance with, rules, regulations, policies, and statutes that affect his/her job
- Attention to detail, and accuracy is essential
- Flexibility to provide a variety of services under multiple and frequent deadlines
- Serves as a liaison between the Financial Center and Controller’s Office to manage and reconcile capital expenditures which includes fabricated equipment
- Performs detailed budget preparation for assigned client groups
- Performs monthly and quarterly analysis on client accounts to identify and document actual or projections vs. budget variances and potential risks
- Performs in-depth analysis of accounts at year end to determine the accuracy of the financial information
- Prepares or reviews journal entries
6
Skills For Informatics Research Analyst Financial Informatics Maitland Resume
- Ensures proper justification (i.e.: Medicare, AHA, NCCN) and CPT codes are included as appropriate
- Acts as a resource for clinical research study teams with regards to study budget development and the coverage analysis process
- Ensures the cost analysis is done in accordance with BCM clinical research cost standards and that all applicable charges are included in the study budget
- Reviews informed consent documents and study agreement terms to ensure consistency, and works with departmental clinical research budget analysts and institutional contract associates to resolve any discrepancies
- Supports the development of monitoring plans for research billing compliance
- Communicate technical concepts and results to a non-technical audience
7
Skills For Financial Services Research Analyst Resume
- Highly organized, self-directed, and curious
- Personable and positive, with a high level of integrity; and
- Interest in public policy and social/economic justice
- Develop complex financial models in Excel and Argus
- Compile, review and analyze quarterly market statistics
8
Skills For Financial Analyst Clinical Research Resume
- Prepare forecasts and lease analysis
- Understand and adhere to Morgan Stanley’s values
- Business research experience, preferably in a consulting environment, equity brokerage, third-party research organization, financial services institution or demonstrated equivalent skill
- Two to three years of experience working in the Post-Award Environment
- Interact with various IC partners daily
- Basic knowledge of alternative investment funds and vehicles (e.g. structured finance, hedge funds, and private equity)
9
Skills For Financial Analyst Executive Division Research Department Resume
- Prioritizes work accurately and independently and able to function effectively under multiple competing priorities. Reacts with appropriate urgency to situations and events that require quick response or turnaround while displaying a high level of professionalism
- Knowledge of applicable federal, state, local, sponsor and institutional regulations, policies, and guidelines. Knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc
- Working experience in the Neurosurgery Department
- Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources
- Knowledge of regulatory requirement regarding post award administration, familiarity with NIH grant policies, procurement, accounts payable/receivable, and general business practices
10
Skills For Financial Intelligence Research Analyst Resume
- Knowledge of computers including experience with Microsoft Office software (Microsoft Word, Excel)
- Prepare complex proposals within parameters of sponsored and non-sponsored research guidelines. Oversee and communicate submission process, both paper and electronic; resolve issues relating to proposal preparation and submittal process
- Develop, prepare, revise, and finalize project budgets, and provide budget justification; obtain cost sharing commitment and support. Serve as liaison and active partner between principal investigators, Office of Sponsored Research, research groups, and other departments; respond to sponsor inquiries; advise of new regulations
- Knowledge and understanding of fund accounting principles, budgeting, data management and interpretation of contracts
- Develop and communicate reports supporting project status; create forecasting models, scenarios, and decision aides
List of Typical Responsibilities For a Research Financial Analyst Resume
1
Responsibilities For Commodity Research Senior Financial Analyst Resume
- Human Research Subject Protection certification
- Knowledge of grant proposal process
- Knowledge of programs and Grants Administration policies and practices
- Work independently and exercise independent judgment,
- Anticipate objections and plan appropriate responses; ability to perform and lead effectively in stressful situations and to solve problems as they occur
2
Responsibilities For Research & Financial Analyst Resume
- A firm grasp of political and economic issues
- Knowledge of business intelligence tools, such as Cognos and Tableau
- Work independently on internal data analysis projects and create management reports that draw upon data from multiple applications and sources. Curate data to ensure accuracy and integrity. Use data visualization software and financial modeling tools to analyze and communicate complex data and information clearly and efficiently to users and senior management
- Collect and analyze data relating to graduate financial assistance to inform review of existing policies and processes and to support recommendations. Think broadly across office functional units to ensure multiple perspectives on financial support policies and practices. Work collaboratively with administrative and academic departments as necessary. Standardize reporting and document processes
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