Senior Analyst, Finance Resume Sample
Ashly Lebsack
1835 Dickens Club,
New York,
NY
+1 (555) 217 0191
Work Experience
Senior Analyst, Finance
01/2016
-
PRESENT
Phoenix, AZ
- Oversee quarterly forecast (QO) for Corporate functions
- O o Create new models, improve upon, and maintain existing forecasting models
- Experience in a Finance function in financial services
- Support Foodservice BU planning and forecasting processes including monthly Kraft Heinz Business Management cycle (IR, EVP, MPR, Gap Closing), major forecasts, Strategic Plan, and Annual Operating Plan
- Analytical support on business results and achieving financial targets via data-driven insights and recommendations
- Technical expert responsible to identify, analyze and provide recommendations to complex accounting and business issues
- Perform and report on analysis related to CIT’s stress test fore-casted capital adequacy, loss, and PPNR forecasts
Senior Analyst Finance
06/2009
-
12/2015
Boston, MA
- Take initiative and create concise and decision supporting analysis is essential
- Manage global out-sourced application development and support teams. Manage external Vendor relationships and SLA’s Qualifications
- Preparing analysis related to CIT’s capital adequacy, loss, and PPNR forecasts
- Calculate the weekly customer reserve requirements for the firm’s self-clearing broker dealer
- Participate in the monthly close process, including the preparation of complex journal entries, account reconciliations and related analysis
- Prepare regulatory reports for review, as well as support quarterly and annual audits, as well as exams conducted by the firm’s regulators
- Coordinate periodic dividends / withdrawals from the firm’s broker-dealer subsidiaries
- Support a culture of continuous improvement to derive enhanced methods for explaining the appropriate business drivers, for accelerating close timing, for improving reporting accuracy, and for enhancing controls over financial reporting
- Perform and report on analysis related to CIT’s stress test forecasted capital adequacy, loss, and PPNR forecasts
Senior Analyst Finance Apps
04/2003
-
04/2009
Houston, TX
- Works as an effective team member, supporting colleagues to meet deadlines and to deliver reporting that meets
- Reports to the leader of the Reporting Center and build strong relations with the FP&A and Controller functions and with
- Preparing presentations and reporting to senior management on investment decisions
- Working closely with cross-functional business partners to understand and provide insights to business needs and funding requests
- Identify high-level conceptual process improvements
- Provide analytical support for cross-functional Six Sigma and other quality projects
- Perform complex data analysis using Six Sigma and other statistical tools
- Perform variation analysis
- Provide discrete and confidential handling of sensitive information
Education
Northwood University - Florida Campus
1998 - 2002
Bachelor's Degree in Finance
Professional Skills
- This role requires critical thinking skills, as well as a broad business background with skills and experience in strategic and financial analysis
- Excellent interpersonal skills and the ability to work effectively in both a team environment and independently
- Excellent verbal and written skills. Ability to communicate effectively and confidently to all levels of the organization
- Strong oral and written communication skills and the ability to communicate effectively
- Strong quantitative and technical skills and confidence in working with various analytic systems
- Excellent communication and interpersonal skills and the ability to work with a wide range of people with varying degrees of financial exposure
- Effective communication skills and experience interacting with senior leaders
How to write Senior Analyst, Finance Resume
Senior Analyst, Finance role is responsible for excel, analytical, advanced, interpersonal, financial, microsoft, organization, analysis, modeling, organizational.
To write great resume for senior analyst, finance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Senior Analyst, Finance Resume
The section contact information is important in your senior analyst, finance 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 Senior Analyst, Finance Resume
The section work experience is an essential part of your senior analyst, finance 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 senior analyst, finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular senior analyst, finance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Senior Analyst, Finance resume experience can include:
- Strong communication, listening, presentation, and writing skills
- Demonstrate negotiating skills that would enable to obtain the best position of MC within the deal process
- Strong Microsoft Office skills including Word, Excel and PowerPoint are essential
- Excellent business English and report writing skills
- Strong proficiency in Word, Outlook and advanced level Excel skills is required
- Excellent verbal and written communication skills and the self-confidence to drive key
Education on a Senior Analyst, Finance Resume
Make sure to make education a priority on your senior analyst, finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your senior analyst, finance 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 Senior Analyst, Finance Resume
When listing skills on your senior analyst, finance 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 senior analyst, finance skills:
- Strong interpersonal and communication skills required, including the ability to collaborate effectively with cross-functional partners and leaders
- Relevant experience in Accounting or Finance Excellent Excel skills are required
- Excellent skills in writing SQL queries to extract and transform data from multiple data sources, including Oracle, Teradata, and SQL Server
- Demonstrated Leadership & People Relationship Building Skills
- Strong accounting/financial/analytical, organizational and time management skills
- Work independently and with limited supervision and strong organizational, problem solving, and analysis skills
List of Typical Experience For a Senior Analyst, Finance Resume
1
Experience For Senior Analyst Finance Resume
- Strong Analytical experiences working on business analysis, statistical analysis, marketing ROI, etc
- Highly proficient in MS Excel , PowerPoint. Advanced MS Excel modeling skills
- Analytical skills for financial research and modeling in a complex, multi-product environment
- Recognizing system and process inefficiencies and implement effective solutions
- Experience in Finance, Accounting, Forecasting, or Budgeting
- Help with Global Ops Deck build – consolidating the standard pages, updating ad-hoc analysis, etc
- Experience building/managing budgets and/or management dashboards
- Provide "ground level" business knowledge and insights to enhance effectiveness of business plans being developed
2
Experience For Template Senior Analyst Finance Resume
- Abilty to work under time constraints and shifting priorities
- Experience in accounting field, preferably in Multinational companies
- Good knowledge and understanding of GAAP/IFRS guidelines
- Experience in Forecasting and Analysis
- Knowledge and experience with budgeting, capital project analysis, financial and variance analysis
- Effective partnering with the Commercial, Legal and Regulatory teams to ensure all deliverables are met timely and accurately
3
Experience For Senior Analyst Finance Apps Resume
- Basic knowledge of US GAAP; solid financial acumen and highly proficient in accounting/financial principles
- Experience in building profit and loss analysis
- Engage IT when needed to build and validate new reporting elements for subscriber team
- Process review and improvement experience using a repeatable framework (i.e. Lean)
- Co-operate with other departments (accounting, tax, local finance) to optimize deals structure
4
Experience For Analyst / Senior Analyst Finance Resume
- Experience in Financial Accounting related role(s)
- Experience using SAP/BPC, BW or Equivalent finance system
- Proficiency in Advanced MS Excel/PowerPivot and experience using SAP/BPC, Hyperion, or equivalent
- Work independently and with limited supervision while manage multiple priorities and setting appropriate expectations
- Experience creating operational reports, performance measurement dashboards or scorecards, and variance analysis trends
5
Experience For Senior Analyst, Finance & Treasury Resume
- Experience building visual analytics and dashboard creation in Tableau, PowerBI or similar environment
- Develop and maintain reporting and trend analysis for management review. Monitor current trends to validate forecast assumptions
- Finance experience working with commercial functions and headquarters groups
- Flexible approach to work and evolving organizational priorities
- Consolidation of monthly corporate reporting submissions
6
Experience For Analyst / Senior Analyst, Finance Resume
- Five years’ of relevant work experience in finance, accounting, or investment is required
- Strong in financial and market modelling techniques
- Strong Collaborative working style, comfortable with shared ownership of team results & positive / “Can Do” Attitude
- Strong Finance background working with large organizations
- Strong commercial background working in business partnership roles
7
Experience For Senior Analyst, Finance Risk & Controls Resume
- Experience working with the AUC and intervener agencies
- Demonstrated comfort working in a start-up environment
- Determine and initiate recommendation to provide accounting methodologies and system to improve area effectiveness
- Ownership of analysis and consolidation of P&Ls as it relates to actual results, forecasts, profit plan and long range plan
- Finance-related experience
- Work within a team, take the initiative with a strong attention to detail is critical
- Previous finance/research/sales analysis experience is required
- Experience in corporate and operational finance required
8
Experience For Senior Analyst, Finance, FP&A Resume
- Develop strong business interactions & communication with each of the functional leaders and member of the FP&A team
- Knowledge of PowerPoint and Adobe Acrobat; experience with accounting systems
- Strong initiative with the ability to identify issues and create solutions
- Collaborate and maintain strong working relationships with the field as well as corporate finance and other corporate departments
- Work closely with CEI Audit Services to identify audit risks and prioritize compliance activities accordingly
9
Experience For Senior Analyst, Finance Operations Resume
- Monthly and quarterly dashboard reporting: consolidate, analyze and interpret financial results with focus on cost centers
- B.S. in Accounting or Finance with 3-5 years of progressively responsible experience
- Coaching, mentoring, and training staff including reviewing work of other analysts
- Creating accurate quarterly financial forecasts using both proactive communication and data-driven modeling techniques that drive business decisions
- Supervising Finance Coordinator’s activities related to coding and invoice processing, purchase order, and vendor creation/maintenance
- Assisting in interpreting the reported financial results by researching variances
10
Experience For Senior Analyst, Finance General Resume
- Providing required deliverables and meaningful supporting analyses for all aspects of financial planning and analysis
- Supporting divisional portfolio requirements inclusive of financial analytics, data gathering, business trends and key performance indicators
- Understanding of Finance and Accounting principles (Accruals, Reversals, GAAP principles etc.) and Internal-Use Software capitalization guidelines
- Coaching and mentoring of assigned Financial Analysts on the team
- Working knowledge of financial statement, including P/L and balance sheet
- Collaborating with finance leaders to create annual Operating Plans that align with strategic initiatives
- Reporting of actuals and preparation of variance explanations relating to salary, T&E, and non-salary expenses
- Working knowledge of revenue recognition rules under US GAAP and practical application into revenue forecasting
- Working knowledge of Business Objects, SQL, Database or other reporting tools
List of Typical Skills For a Senior Analyst, Finance Resume
1
Skills For Senior Analyst Finance Resume
- Detail-oriented with strong organizational and problem-solving skills
- Proficient in process documentation and analytical skills. Experience in G/L, Financial Reporting and financial systems
- Excellent computer skills, specifically with Excel, Access and PowerPoint
- Possess strong communication skills both internally and externally
- Strong written and verbal communication skills with the ability to prepare executive and board level content
- Strong Microsoft Excel data analysis skills
- Strong finance analytical skills required
2
Skills For Template Senior Analyst Finance Resume
- Team player with excellent internal and external customer service skills
- Excellent verbal and written communication skills with the ability to collaborate across many levels within the team and client
- Effectively manager time, prioritize work, multi-task acreoss many assignments in a fast-paced work environment
- Analytical business experience including forecasting, reporting and financial modeling; 3+ years of experience to be considered for Senior Analyst
- Prior experience in a financial planning and analysis role or a combination of public accounting/industry financial planning and analysis
3
Skills For Senior Analyst Finance Apps Resume
- SAP knowledge required, including BW reporting skills
- Advanced MS Excel skills. Comfortable working with complex financial models and creating models from scratch
- Proven experience in supporting a full budget cycle from establishing of targets/goals to socialization to business partners
- Review produce purchase order costing and oversee produce margin and gross profit. Effectively communicate the results to the business partners
- Experience of internal controls testing, preferably with Sarbanes Oxley (SOX) experience
- Prior experience working in the software industry would be an advantage
- Advanced Microsoft excel and financial modeling skills
- Use strong financial modeling experience to build business models for scenario and sensitivity analysis
4
Skills For Analyst / Senior Analyst Finance Resume
- Expert Excel skills (pivot tables, formulas, VBA/macros, charting, etc)
- Strong SQL and Teradata experience (self selects, pivoting data, stored procedures, complex joins and parameters)
- Proactive individual with the ability to effectively manage various projects simultaneously to strict deadlines
- Proficient with Microsoft Office software; advanced spreadsheet skills
- Advanced skills in Microsoft Office applications - Excel (macro, pivot tables, v-look up, functions)
- Superior analytical skills with the ability to provide accurate forecasts and business insights
- Strong spreadsheet experience – heavy user of Excel
5
Skills For Senior Analyst, Finance & Treasury Resume
- Able to communicate clearly and effectively to all levels of management
- IT skills (with focus on Excel, PowerPoint, Access, SAP, Business Intelligence (i.e. BO))
- Initiative and openness to learn new skills and/or take on additional responsibilities
- Analytical business experience including forecasting, reporting and financial modeling; 3+ years to be considered for Senior Analyst
- Responsible for consolidating all OPEX reporting (actuals, budgets and forecasts) for the company by liaising with internal and external contacts
6
Skills For Analyst / Senior Analyst, Finance Resume
- Experience leading, coaching, and supervising a team of Financial Analysts
- Comfort in extracting, consolidating and analyzing large sets of data
- Solid understanding of accounting principles and full accounting cycle
- Demonstrated success in critical thinking and decision making; understanding when to seek assistance/guidance
- Prepare and publish monthly sales by customer by product gross margin reporting tool and consolidated reporting file
- Experience in playing a role in analyzing a highly complex business
- Build strong relationships with Category, BU Finance and Franchisees to facilitate the timely understanding and resolution of costing inquiries and remedies
- Experience in Accounting / Finance function (e.g. Operations or Other Co-Pilot, Factory Controller, Business Planning)
7
Skills For Senior Analyst, Finance Risk & Controls Resume
- Financial reporting experience (external or management/internal reporting) is required
- Experience with real estate modeling and analyses in excel; including net present value, internal rate of return, cash flow, and P&L
- Demonstrated expertise developing and presenting financial analysis to senior executives
- Is comfortable managing dynamic priorities in addition to routine processes when setting up new deals under aggressive timelines
- Experience in US government proposal pricing and cost estimating
- Relay financial performance and analysis with upper management by conducting and facilitating effective meetings
- Work on various ad-hoc analytical projects utilizing multiple skill-sets including ability to utilize SQL
- Solid understanding of capitalization rules, implement accounting policies
- Consolidate all P&L and headcount-related inputs from finance organization during planning process
8
Skills For Senior Analyst, Finance, FP&A Resume
- Assists in developing and consolidating mid-year forecast and annual plans
- Responsible for evaluation of outbound dialing effectiveness, making recommendations, and changes when appropriate
- Influence others without direct reporting relationships; ability operate in a matrix organization
- Related experience and/or training
- Experience with Enterprise Resource Planning software, specifically SAP
9
Skills For Senior Analyst, Finance Operations Resume
- Demonstrate strategic and financial leadership in becoming trusted business partner through full P&L ownership
- Support ad hoc business driven requests addressing strategic priorities and/or business related challenges
- Forecasts and monitors economic benefits in infrastructure and operations (enhancements in operating efficiency and effectiveness)
- Experience in Finance/Accounting function
- Finance management with experience in manufacturing Finance
- Experience on engineering and construction projects
- Experience in Accounting / Financial Field
10
Skills For Senior Analyst, Finance General Resume
- Strong proficiency in Excel and working knowledge of other Microsoft Office products
- Finance or Accounting Management experience preferably for complex multinational businesses, with FP&A expertise
- Post qualification experience in an FP&A, Finance & Strategy, Accounting, or Sales Strategy function of a multinational entity
- Accounting / finance experience
- Experience withing with complex Excel formulas
- Understand the manufacturing operations or similar business models. Strong analytical mind that helps see trends/patterns not obviously visible
List of Typical Responsibilities For a Senior Analyst, Finance Resume
1
Responsibilities For Senior Analyst Finance Resume
- Excellent communications, analytical, planning, and teamwork skills
- Excellent presentation skills to present operating results to various leadership teams
- Excellent communication skills: ability to clearly present complex ideas, analyses, conclusions, and recommendations across organizational levels
- Technical skills in financial analysis (P&L, Promotion Execution, Product Development, planning and analysis)
- Assist in the preparation, consolidation and review of the periodic consolidated forecast
- Assist in the preparation and consolidation of the Company’s consolidated annual budget
2
Responsibilities For Template Senior Analyst Finance Resume
- Hands-on experience with at least three of the following: MS SQL Server, Teradata, Power BI, Tableau, Advanced MS Excel/PowerPivot/ Power query
- Experience in data mining and analytics software (SQL, SAS, Business Objects, R) desired
- Lead the monthly corporate budget variance analysis process; review, summarize, and consolidate results vs. budget for executive distribution
- Consolidate and prepare company cash forecasts
- Maintain effective communication and coordination with department heads and station General Manager's
3
Responsibilities For Senior Analyst Finance Apps Resume
- Create tools and reports to improve the efficiency and effectiveness of reports and models
- Related work experience in financial analysis
- Strong communication both oral and written
- Good knowledge of GAAP and SOX requirements
- General finance and operations experience
- Anaplan FP&A, Salesforce, and/or Workday system experience
- Tracking divisional headcount changes and providing insight into the resulting financial impact
- Preparing presentations and reporting to senior management on financials
4
Responsibilities For Analyst / Senior Analyst Finance Resume
- Working knowledge of query applications including SAS, SQL, Access and Micro-strategy
- Facilitating the execution of CIT’s capital governance process
- Ongoing interaction with the Customer Relationship Managers and New Business team
- Thinking "out of the box" that provides strategic solutions beyond what is available today
- Responding to Tax department and audit requests
- Willing to commute to NY Office 40% of the time
- Facilitating the execution of CIT’s capital governance proces
5
Responsibilities For Senior Analyst, Finance & Treasury Resume
- Understanding of audit concepts
- Undertake all financial functions including planning, budgeting, forecasting, modelling and financial reporting for the Wholesale Payments channel
- Identify opportunities for increasing efficiency, enhancing reporting capabilities, and employing best practices
- Responsible for updating the comprehensive subscriber financial model used for monthly, quarterly and annual forecasting, reporting and long range planning
- Manage close process, including preparing and uploading appropriate Journal Entries. ensuring completeness of accruals and explain variances to forecast
6
Responsibilities For Analyst / Senior Analyst, Finance Resume
- Maintain ownership of Budgeting, Planning and Forecasting versions across multiple systems and P&L’s
- Provide pricing input to proposal efforts by participating in strategy development meetings, brain storming, etc
- Provide financial reporting metrics for various GTM functions including analysis and communicating key messages
- Support reporting and insight for Merchandising leadership team including metric development
- Support Annual Operating Plan (AOP) and budgeting process for the greater Merchandising function
- Execute the monthly close process for operating expenses, ensuring both accuracy and precision of the monthly actuals and forward looking estimates
7
Responsibilities For Senior Analyst, Finance Risk & Controls Resume
- Financial planning for a segment of the business, including the forecast and budget specific to operating expenses
- Assist with monthly financial closing by preparing journal entries, accruals, analyze various month end reports and revenue reporting
- Support sales leadership with relationship management by monitoring, analyzing and communicating current performance trends of customers
- Assists the IT Technology department with financial modeling, budgeting, benchmarking analysis, variance analysis as needed
- Manage SAP costing models and conduct UAT testing of new functions. Develop testing plans and make sure all scenarios are captured
- Assist with the coordination of a timely and accurate closing, budgeting & forecasting cycle for Sales and SCOGS related aspects
- Conduct Fixed and variable conversion actuals cost analysis, budgeting and forecasting
- KPI Reporting – Ops Cost, Forecast Accuracy, Working Capital
8
Responsibilities For Senior Analyst, Finance, FP&A Resume
- Co-manage company performance to meet company goals, including analysis and recommendations for achieving goals
- Align with F&S Corporate, F&S APAC, F&S Japan and HQ counterparts to ensure consistency of processes, accounting & reporting
- Partner with business to improve existing budget, forecast, and monthly reporting processes
- Continually enhance, improve and streamline the budgeting / forecasting process
- Play a key role in providing financial information to business and Senior Leadership, including Commercial VP, GM, and NAR President and CFO
- Work with Omni Financial Planning to organize a holistic view of Merchandising performance
9
Responsibilities For Senior Analyst, Finance Operations Resume
- Prepare and publish month-end closing documents, including journal entries
- An accounting designation or working towards an MBA is an asset
- Canada's leading brands including President's Choice, no name, Joe Fresh, Life
- Interaction with external and internal customers to resolve issues (outstanding invoices, disputed pricing, quantities received)
- Comfortable with maintaining routine processes on specific timelines related to periodic investor reporting
- Provide support to the accounting policy team when new accounting standard are put in place
- Provide support to the controlling team by participating in the hard close process and revision of reconciliations
- Support the Digital Channels finance team in developing and understanding the impact of implemented projects on Plan, Forecast, and monthly results
10
Responsibilities For Senior Analyst, Finance General Resume
- Liaise with other functional areas (Retail Accounting, Costing, Market and Hard Discount) to co-ordinate cross-functional analyses and data accumulation
- Provide ongoing reporting and analysis support to the Market Division
- Support category finance and FP&A in understanding the manufacturing plants’ performance for conversion costs
- Drive target setting for profit plan; develop analytical tools to support reviews and understanding of performance
- Provide operational and organizational support to the Financial Reporting processes ensuring compliance with SOX requirements
- Assist in documenting and maintaining proper controls to ensure integrity of information
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