Senior Lead Analyst Resume Sample
Lue DuBuque
3310 Celia Manors,
New York,
NY
+1 (555) 841 0118
Work Experience
Senior Lead Analyst
05/2018
-
PRESENT
Philadelphia, PA
- Supporting the firm-wide AFS/HTM CCAR work stream: This includes reviewing various cash flow models, appropriateness and consistency of variables, assessment of control parameters and methodology documentation
- Leading the design of CTI’s Investment Management System: The team drives (in concert with BIC technology resources and CTI Analytics’ business analysts) the design and implementation of CTI’s integrated investment management system “TIMS”
- Frequently contributes to the development of new processes and methods
- Develops resolutions to complex problems that require frequent use of creativity
- Uses judgment within broadly defined policies and practices
- Exerts significant latitude in determining objectives of assignment
- Performs in an internal expert role
Senior / Lead Analyst
11/2012
-
01/2018
Philadelphia, PA
- End to end management of the JCW workbook and all associated templates
- Technical point of escalation for JCW problems and issues
- Develop & maintain integration methodologies with CPE Catalog and proprietary CPE vendor quoting tools such as Cisco CCW, Avaya OneSource, etc
- Develop and support a change-management process for changes to the JCW, as well as any associated templates, output and reports
- Work with CPE Sales Engineering & Process teams on training and support initiatives associated with JCW and vendor quoting tools
- Interface with vendor contacts to insure adherence to pricing, program and SKU changes
- Manage projects associated with quoting tool upgrades, catalog integration, etc
- Consulting level professional with a full understanding of area of specialization
- Experience operating in a large Financial Services environment, preferably within Treasury Finance or B/D Product Control
Product Senior Lead Analyst
05/2007
-
10/2012
Dallas, TX
- Experience in program management during which s/he applied a structured approach (methodology) to project management, data analytics, planning, estimating, monitoring and reporting
- Experience supporting issue management and resolution processes
- Lead ad-hoc analytics on themes that arise at senior management’s request and/or through proactive research of potential issues
- Leading the design of CTI’s Investment Management System: The team drives the design and implementation of CTI’s integrated investment management system “TIMS”
- Generating state of the art portfolio analytics for Citi’s global securities portfolios: The team is responsible for designing and implementing analysis to support Citi’s decision making on its global liquidity and investment portfolios
- Assist in designing continued improvements to CTI’s investment management systems
- Continue the enhancements to CTI’s Treasury Investment Management System(TIMS) to design, specify and drive the implementation of a world class investment management platform
- Prepare insightful analytics and provide Head of Core FP&AS along with USCM’s CFO with information in preparation of monthly reviews in partnership with the organization’s Finance and Business leadership team
Education
Southern New Hampshire University - Nashua Campus
2002 - 2007
Bachelor's Degree in Finance
Professional Skills
- Demonstrated problem solving and analytical skills, including qualitative and quantitative skills
- Excellent verbal and written communication skills, including technical writing skills
- Good interpersonal skills, effective oral & written communication skills
- Strong attention to detail and outstanding analytical and Problem-solving skills
- Excellent customer interfacing skills
- Excellent Visual Basic skills and hands on knowledge working with XML files
- Advanced Logical, Data Analytical & Data Mining skills
How to write Senior Lead Analyst Resume
Senior Lead Analyst role is responsible for analytical, modeling, reporting, analysis, automation, technical, refining, integration, procurement, marketing.
To write great resume for senior lead analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Senior Lead Analyst Resume
The section contact information is important in your senior lead 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 Senior Lead Analyst Resume
The section work experience is an essential part of your senior lead 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 senior lead 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 senior lead analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Senior Lead Analyst resume experience can include:
- Demonstrated analytical skills, including the ability to synthesize quantitative and qualitative data to draw conclusions and assist with decision making
- Prior experience negotiating directly with State and Local Governments
- Prior experience working in support of a large, national sales force
- Mentor, support and build key process & technical skills with team members for complex & large projects to meet strict deadlines and deliverables
- Experience with reading and interpreting accounting standards is required
- Relevant experience in Reservation & Ticketing in Travel and /or Airlines industry
Education on a Senior Lead Analyst Resume
Make sure to make education a priority on your senior lead analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your senior lead 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 Senior Lead Analyst Resume
When listing skills on your senior lead 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 senior lead analyst skills:
- Experience in workflow management, work priority management
- Communicate effectively with all levels of management
- Reviewing priority incidents, PKEs and PBIs and fixing them without breaching SLA as part of PSnM track
- Experience in project requirement gathering, activity planning, schedule adherence & status reporting
- Good understanding of risk management and/or financial management concepts, e.g. Basel and funding management, market risk and interest rate risk management
- Minimal four years’ experience in customer negotiations, business development, and contract drafting or equivalent
List of Typical Experience For a Senior Lead Analyst Resume
1
Experience For Senior / Lead Analyst Resume
- Strong finance, accounting and modeling skills, understanding and knowledge of Citi’s legal entity structure
- Perform data analysis, including presentation of data insights for both clients & carriers
- Prepare ad-hoc analytics on themes that arise at senior management’s request and/or through proactive research of potential issues
- Liaise with various global functional and business planning groups to deepen USCM FP&A’s analysis as well as manage various processes around actual and forward-looking financials
- Partnering with the various business, legal entity and function resolution planning project teams (both in the US and internationally) to further develop and enhance various aspect of Citi’s resolution plan, including assessment of potential risks associated with various strategies
- Developing a deep understanding of the ongoing changes in the regulatory landscape, both in the U.S and internationally, that impact Citi’s recovery and resolution planning activities and using this understanding to identify potential obstacles or opportunities for Citi’s businesses
- Leading the revision of Citi’s Recovery Plan as needed, based on risk analysis and changes to Citi’s business strategies and risk exposures, as well as changes based on evolving (and uncertain) U.S. legislation, U.S. and foreign regulatory and supervisory requirements and expectations for large interconnected financial institutions
- Support the analysis of financials for all actuals and planning dimensions namely: Earnings, Outlooks, Annual Plan, 3-Yr Financial Forecast as well as long term capital planning initiatives and support the preparation of key senior financial executive presentations for Citi’s CEO, CFO, Operating Committee and Board of Directors
2
Experience For Treasury Asset & Liabilities Management Solutions Senior Lead Analyst Resume
- Provide insightful analytics and help to prepare Citi’s CFO for quarterly earnings on various matters in partnership with the business/function CFO’s and FP&A leads
- In partnership with the FP&A and wider Finance GPO’s assist various process improvement opportunities that enhance the efficiency of the financial reporting cycle and increase the informative value of the content provided to senior management
- Support ad-hoc analytics on themes that arise at senior management’s request and/or through proactive research of potential issues
- Provide support to consumer businesses on accounting for new and unusual products and transactions, support Regional Accounting Policy teams on consumer business issues. Areas of focus include Citi’s Branded and Retail Services Cards Businesses, Real Estate Lending and Retail Banking
- Assist in maintaining active and open dialogue with Citi’s primary regulatory agencies (FRB, OCC and FDIC), through weekly, monthly and ad-hoc updates
- Oversee Regulatory exams of Citi’s Liquidity organization ensuring they remain on track and management is well informed of notable developments
3
Experience For Product Senior Lead Analyst Resume
- Assist in the development of the funding and liquidity aspects of Citi’s Recovery and Resolution Plans
- Partner with GLM’s Liquidity Policy team to ensure assumptions are appropriately captured for all required scenarios
- Write and update the relative narrative sections that pertain to treasury’s funding and liquidity in the Recovery and Resolution Plan submissions to the Regulators
- Prepare and develop ad hoc analyses for meetings with senior management and Regulators related to Citi’s liquidity profile
- Develop analytics and analytical tools to help drive understanding of key results by the businesses and senior management, as well as to support the review and challenge execution
- Support external and internal audits of the PPNR process and results
- Conduct adhoc analytics for Citigroup’s balance sheet forecast and actuals
4
Experience For Global Liquidity Management Senior Lead Analyst Resume
- Mature perspective of the influence of the economic environment on a bank’s balance sheet and income statement
- Fix the discrepancies in Invoice to charge / collect receivables from client
- Card reconciliation as per the actual transaction spend (BSP/Car/Rail/LCC/Lodging) and capture the missing information using the tools like GDS/Mid office system to recover the receivables from Client
- Provide in-depth financial/economic analysis and prepare high-quality presentation material to support Board meetings, ongoing corporate/finance strategy development, and other ad hoc management requests (e.g. macroeconomic calls, business projections & validations, tax/debt structure analysis, etc.)
- Assist in developing and refining driver-based corporate level business projection and cash flow forecast model to facilitate integrated long range planning and insightful scenario and sensitivity analysis
- Focal point to drive the company wide initiative to streamline and standardize definitions, process, and procedures to most effectively report and analyze working capital
- FP&A lead to coordinate with other functions to define and standardize how the company reports, measures, and analyzes the variable costs
- FP&A lead to drive standardizing how the company measures key return metrics (e.g. ROIC, ROI, ROE, EVA, etc.) and designing a sound process and procedure to report and utilize these metrics
- Partner with variety of finance & business stakeholders to establish mechanics covering the peer intelligence to provide timely and valuable information to management (e.g. earning call coverage, corporate strategy development, organic/inorganic project progress, etc.)
5
Experience For P&A Senior Lead Analyst Resume
- Offer assistance to Forecasting and Planning group and Management Reporting group to support closing process, provide as needed coverage, and ensure seamless knowledge and best practice sharing
- Lead and/or actively involved in other initiatives and cross functional projects to drive continuous improvement and efficiencies in the FP&A and other Finance processes
- Cross-training on money position management for CBNA’s US operations, including Federal Reserve Bank account settlement and forecasting of USD cash flows
- Cross training on money position management and intercompany funding activities for certain bank and non-bank entities including the Broker Dealer
- Significant involvement in resolution planning efforts as it relates to intraday liquidity usage
- Lead and actively participate in projects across Citi Finance with the ability to balance multiple priorities and meet deadlines; participation in analysis, execution and management of a wide range of funding and liquidity projects
- Develop Tools utilizing various system to improve presentation and analysis to customers
6
Experience For P&A Senior Lead Analyst Ccar Resume
- Thorough understanding of databases
- Conceptualize and present new alternative methods to report KPI’s
- Create reports needed for Board Meetings, President’s Council, Financial Review, Operational Review and other custom reports as needed
- Analyze reports and data and make suggestions to management and other business groups to align with the corporate strategy
- Advanced in MS Office (Microsoft Excel, Microsoft Access, and VBA)
- Job functions also include but are not limited to; preparation and generation of monthly tax reports, Tax reconciliations, Tax reversal /accruals
- Play a senior role (back-up of SMEs) in procurement of new & renewal of existing MM365 clients, creating vendor reports like IBNP & CERT, performing carrier analytics by regular win/loss reporting and other ongoing consulting processes
- Work directly/ in coordination with GOSS Lead Consultants to understand project requirements from US Consultants and resolve data issues
- Work on multiple processes across all MM365 clients concurrently
7
Experience For ERM Senior / Lead Analyst Resume
- Participate in quality & time efficiency initiatives/ projects
- Own project/ task delivery. Responsible for timely status updates to all Team Managers/ Lead Consultants
- Complete scope and estimate effort & timelines for all projects or consulting tasks, ensuring effective utilization of team resources and develop the culture of delivering operational excellence
- Support Daily Weekly monthly, quarterly and year-end closing activities and provides accurate financial reporting
- Assist in the preparation of business plans (reports, dashboards, etc.) for new projects or initiatives
- Provide adhoc analysis to support business decisions
- Integrate data from multiple data sets, analyze and interpret complex data sets and make findings relevant and actionable for client
- Create innovative solutions to an extensive range of complex data analysis requests
8
Experience For Solutions Senior Lead Analyst Resume
- Act as a point of contact for queries from business management
- Be active and cognizant of financial systems and other sources, to support business requirements
- Design and Code Siebel CRM and Siebel UCM Tools to provide the customer a more user friendly and interactive application
- Interact with clients to elicit architectural and non-functional requirements like performance, scalability, reliability, availability, maintainability
- Having great knowledge on Batch Framework which is used for various batch jobs and could be able to fix/resolve any issue regarding this to reduce to impact in no time
9
Experience For SVP, Solutions Senior Lead Analyst Resume
- Liaise with upstream systems and vendor development members to resolve application and product issues
- Prepare and document all operational artifacts
- Strong Siebel Technical Knowledge and actively involved in providing the Technical solutions to the team which includes best practice, Performance effective and scalable code
- Deposit tracking and management to ensure alignment with the firm's balance sheet targets, as well as to achieve optimization on liquidity, capital and returns
- MIS Reporting and Analytics
- Build working relationship and trust with Sales Management and Legal
10
Experience For SVP, P&A Senior Lead Analyst Resume
- Build working relationship and trust with Sales Management, Product Management, Legal and other key stakeholders
- Maintained the documents and create reports for the business analysts and end-users
- Worked on the Siebel Open UI applications
- Preparation of unit test plans, test strategies, test methods creation of sample data for test, testing, documentation of results to validate that the functionalities and the enhancements implemented are working as per the specifications and software engineering principles
- Coding and configuration as part Siebel application and other legacy systems to meet the business requirements which includes
- Examine liquidity implications of new products as part of new product approval processes
- Familiarity with USAC Program requirements
List of Typical Skills For a Senior Lead Analyst Resume
1
Skills For Senior / Lead Analyst Resume
- Develop strategies for improving sales effectiveness, customer retention, operational efficiency, and go to market plans
- Excellent written and verbal communication to present results and recommendation to broad array of stakeholders
- Proficient in MS Office tools with Excellent Knowledge in MS Excel
- Be a very quick learner, ready to dive in to details, gain good business knowledge of all Citi businesses, and become a PPNR expert/ go-to leader
- Change agent mentality to drive for process enhancements and simplification; demonstrated ability to lead projects
- Analytical experience, with increasing levels of responsibility
- Demonstrated industry, systems and process knowledge
- Planning CRQs, getting them approved in time and finally implementing them for production support activities
- Working Knowledge on tools: Hyperion / OBIEE / BO /SAP to support the business with required information
2
Skills For Treasury Asset & Liabilities Management Solutions Senior Lead Analyst Resume
- Automating the activities wherever it’s possible (Ex: CLE errors resubmission which I developed in this track)
- Assist the GLM team in interpreting evolving regulatory requirements and monitoring Citi’s compliance efforts
- Assist the GLOA team in interpreting evolving regulatory requirements and monitoring Citi’s compliance efforts
- Analyze drivers of deposit activity, including underlying macroeconomic drivers and analysis of client pricing and concentration attributes
- Participate in activities related to CCAR, CLAR, Recovery and Resolution planning including associated modeling activities
- Batch jobs monitoring and rerunning them if any job gets failed
3
Skills For Product Senior Lead Analyst Resume
- Work with cross work streams, and determining solution design impacting the core frameworks and components
- Involved in implementing and demonstrating the agile ceremonies to the team
- Responsible for coding the functionality of the provided requirements and ensuring the completeness of its functionality
- Knowledge of SLA & Quality Management (peer review, defect tracking & root cause analysis) methodology
- Provide card reconciliation and capture the missing Invoices in the system and provide them to the clients
- Participate in annual sales and revenue planning process to ensure targets are aggressive but achievable
- Ad hoc business analysis and financial modeling
- Responsible for managing the Team and their Deliverables
4
Skills For Global Liquidity Management Senior Lead Analyst Resume
- PSnM activities such as daily, weekly and monthly reports preparation and sharing them across the team and to the client
- Analyze and diagnose problems, manage issue/ handling
- Automation and Performance tuning on demand
- Responsible for analyzing design documents client requirements
- Responsible for interaction with Dev, Test teams to support deployment during Project Releases
5
Skills For P&A Senior Lead Analyst Resume
- Responsible for communication with Release management and Technical Architecture teams during deployments
- Gauge institutional depositor sensitivity to a change in market interest rates and identify resulting impacts to business net interest spread/margin
- Summarize key contract issues to management
- Explain complex concepts in an accessible way
- Proficient in MS Office Tools (Excel, Access, PowerPoint, Outlook)
- Intermediate level knowledge in Project/ Task effort estimation
6
Skills For P&A Senior Lead Analyst Ccar Resume
- Sound knowledge of comprehensive process & SOP documentation and other knowledge artifacts
- Create Analytics around Metrics - FTE numbers, Cost templates, P&L with commentary on need basis
- Design new reports to cater the needs of the business and provide a deep-dive analysis alongside pictorial representation of the reports
- Full strategic ownership of contract negotiations and Proposal response
- Negotiate contract terms & conditions with customers
- Develop potential solutions to contract issues
- Maintain control and progress of contract negotiations, conference calls and documents
- Consult with various internal organizations who also participate in the pricing/contracts process (i.e. Legal, Product Management, Treasury, Finance, Billing, Operations & Engineering)
7
Skills For ERM Senior / Lead Analyst Resume
- Develop contract language creation and fast turnaround
- Managing the models for Citi’s balance sheet and income statement forecasting process. The models translate the economic environment into scenario-based forecasts for Citi’s balance sheet and income statement
- Keep abreast of banking market data to supplement regulatory information. Utilize market information and business acumen to inform portfolio-level analysis, specifically identifying competitive pressures and incorporating them to the extent possible into forward-looking assessments to identify emerging issues
- Contribute to the achievement of unit and/or department strategic objectives by participating or leading special unit projects, and participating in department or System level projects
- Function as a quantitative analysis subject matter expert for the Offsite Supervision team. Working closely with business line experts, supplement fundamental analyses with advanced analytical techniques
- Perform analysis on key customers’ (“premium servicing”) spend leveraging Amex Data to help maximize spend visibility, identify savings opportunities and recommend solutions to improve payment processes and help demonstrate the value of American Express data
- Contribute to continuous improvement of MI by expanding on our reporting capabilities through automation, consolidation of metrics / parameters, incorporating intuitive analysis and recommendations or by creating new intuitive MI etc
- Strong stakeholder management & team skills
8
Skills For Solutions Senior Lead Analyst Resume
- Work under pressure to multi-task, prioritize and effectively manage key stakeholder expectations (both business and finance)
- Conceptual thinking skills and ability to identify and implement technical solutions to achieve process automation and improve group’s productivity
- Relevant experience of 1-3 years
- Experience with SQL and database management
- Diversified financial services experience
- Graduate with at least 4-6 years of overall experience
- Related experience with Master's
9
Skills For SVP, Solutions Senior Lead Analyst Resume
- Experience in Finance domain
- Producing reports to client’s needs including customized and hierarchy based reports
- Support/work with fellow team members in resolving customer issues
- Strong analytical & problem solving skills, including proven ability to proactively identify opportunities, drive process improvement, cost reduction and other strategic initiatives
- Strong knowledge of Microsoft products including PowerPoint and Excel; database experience including Essbase and Cognos/TM1 also helpful
- Experience with the Software Development Life Cycle (SDLC), including the development and documentation of critical project deliverables required to support closure of each phase
- Strong working knowledge of CPE vendor products and services from Cisco, Avaya, Adtran and others
- Related experience with Bachelors
- Related experience with Masters
10
Skills For SVP, P&A Senior Lead Analyst Resume
- Business acumen with understanding of margins and discounts
- Sales Engineering background would be helpful
- Hands-on expertise with Excel, macro development & support
- Strong analytical skills and business acumen with a sound understanding of chemical industry, manufacturing, business, and financial planning & analysis required
- Excellent interpersonal and communication skills to effectively build and maintain solid relationships with internal/external stakeholders, and strong presentation skills to message and communicate results clearly and concisely
- Knowledge/ exposure in Business Planning and Analysis
List of Typical Responsibilities For a Senior Lead Analyst Resume
1
Responsibilities For Senior / Lead Analyst Resume
- MBA, JD, paralegal, or contract certification education
- Drive sales opportunities to final contract execution that results in profitable revenue growth for CenturyLink
- Meet productivity targets and be accountable for results
- Domain: Telecom, CRM(Customer Relationship Management), UCM (Universal Customer Master)
- Internal Certification on SQL/PLSQL
- Database : SQL,PL SQL, Oracle 9i/10g/11g/12c
- Technical : Siebel (UCM, Configuration, WF, web services, JMS queues and Siebel Open UI, email functionalities), SQL, PLSQL, UNIX, Shell scripting, Batch Framework, C and HTML
- Other Tools : BMC Remedy tool, WinSCP, PuTTY, Oracle SQL Developer, HP Quality Centre/ALM, Jira
- French language expert
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