Analyst, Financial Analysis Resume Samples

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J Cassin

Joey

Cassin

9182 Schoen Vista

Detroit

+1 (555) 228 8682

9182 Schoen Vista

Detroit

Phone

p +1 (555) 228 8682

Experience Experience

Phoenix, AZ

Analyst, Financial Analysis

Phoenix, AZ

Satterfield, McKenzie and Kuhic

Phoenix, AZ

Analyst, Financial Analysis

Develops tools for improving the forecasting and actual results reporting processes and rolls them out to the larger population
Manage end to end commission calculation, including metrics validation, commission calculation, payout submission and issue resolving
Work closely with accounting teams in the UK and Singapore on monthly close including invoice approvals and queries as necessary
Evaluates financial information to develop and deliver more complex standard, and ad-hoc financial analysis
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions
Independently manage tasks as well as collaborate within team and across broader Financial Planning and Analysis teams
Evaluates financial information to develop and deliver more complex standard, and ad-hoc financial analysis Provides support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis for his/her assigned area(s) of responsibility

Chicago, IL

Associate Analyst, Financial Analysis

Chicago, IL

Emmerich-Reilly

Chicago, IL

Associate Analyst, Financial Analysis

Complete and produce monthly business financials for our business segments, functions, countries and the wider EMEA region ensuring that all reporting is produced in line with defined standards, in a consistent manner and on a timely basis
Complete analysis of key financial performance drivers and assess trends
Complete and produce monthly forecasts for a number of business segments, functions, and countries in line with defined processes
Ensure all queries from business management, MRP&A business partners and finance partners regionally and globally are responded to and resolved in a timely manner
Working with the team to implement standard process improvements and report enhancements
Develop an in-depth knowledge of financial and management reporting systems, ensuring competency and proficiency in the use of all systems and interrogation of data
Assist in the annual Planning process, compiling information, analysis, and preparing reports

present

Chicago, IL

Senior Financial Analyst, Financial Analysis

Chicago, IL

Reilly-Kuhn

present

Chicago, IL

Senior Financial Analyst, Financial Analysis

present

Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions
Participates in monthly accounting processes to ensure accuracy and completeness of financial records
May participate in due diligence activities
Participates on project teams or leads project teams
Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result
Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company
Offers leadership and direction to others. May supervise others

Education Education

Bachelor’s Degree in Finance

Emory University

Bachelor’s Degree in Finance

Skills Skills

Strong attention to detail and analytical skills, and an inquisitive mind. Knowledge of accounting principles
Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Strong skills in MS Excel (Pivot tables, V-Lookups, IF functions, etc.) and PowerPoint
Support business unit partners in the education process by providing formal training and informal coaching on profitability methodologies
Ability to meet deadlines by multi-tasking and prioritizing various assigned deliverables
Lead special projects to continuously improve the profitability measurement methodologies and efforts to increase adoption across the business units
Confident, comfortable communicator with strong written and verbal communication skills
Strong written and verbal communication skills with the ability to present and influence senior management
Strong computer skills
Ability to work under pressure and tight deadlines

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Analyst, Financial Analysis Resume Examples & Samples

Effective written and verbal communication skills are necessary to present relevant information to group senior manager
Strong personal computer skills (Excel, Word and PowerPoint) are required to perform analyses and communicate financial information to various constituents
Knowledge of accounting, reporting and financial analysis usually acquired through a 4-year degree program or related work experience is required
2+ years of related experience in project analysis and management reporting, planning, and analysis

Junior Analyst, Financial Analysis Resume Examples & Samples

Complete and produce monthly business financials for our business segments, functions, countries and the wider EMEA region ensuring
Self-starter with an
Strong planning and
Strong written and
Highly numerate with
Ability to assess

Analyst, Financial Analysis Resume Examples & Samples

Critically assessing projection methodologies in the context of both baseline and stressed economic conditions
Seven years of financial analysis in the financial services industry
Highly analytical and conceptual thinker
Excellent oral and written communication skills, able to explain complex matters to multiple constituencies
Comfortable in dealing with ambiguous topics

Senior Financial Analyst, Financial Analysis Resume Examples & Samples

Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions
Participates in monthly accounting processes to ensure accuracy and completeness of financial records
May participate in due diligence activities
Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required

Analyst, Financial Analysis Resume Examples & Samples

Effective written and verbal communication skills are necessary to present relevant information to the manager
Technical skills / systems knowledge –knowledge of Excel required; knowledge of SAS is a plus
Familiarity with some risk concepts and quantitative modeling techniques
Familiarity with relevant regulatory mandates such as stress testing, Comprehensive Capital Analysis & Review (CCAR) and Basel III

Analyst, Financial Analysis Resume Examples & Samples

Consults/Analyze on more complex assignments and/or projects for his/her assigned area(s) of responsibility
Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility
Identifies and recommends process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility
Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for his/her assigned area(s) of responsibility
Maintains knowledge on current and emerging developments/trends for assigned area(s) or responsibility, assess the impact, and collaborates with management to incorporate new trends and developments in current and future solutions
Prepares, analyzes and reports on more complex financial information for his/her assigned area(s) of responsibility
Provides management with a more complex financial perspective for his/her assigned area(s) of responsibility
Evaluates financial information to develop and deliver more complex standard, and ad-hoc financial analysis Provides support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis for his/her assigned area(s) of responsibility
Identifies financial analysis issues/concerns and recommends mitigation solution(s) to management
3-5 years of experience in Financial Analysis that directly aligns with the specific responsibilities for this position
Ability to analyze information and to evaluate the implications of a course of action or solution
Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists
Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
Demonstrates ability to identify and recommend processes improvements
Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding
Demonstrates strong interpersonal skills with collaborative style
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). #LI-AY1

Analyst, Financial Analysis Resume Examples & Samples

60% - CASH MANAGEMENT DUTIES
Prepare, monitor and process the daily cash and cash related transactions of the Company’s bank accounts in accordance with Departmental and Companywide policies and procedures
Input, classify and summarize daily transactions for use in cash reporting and accounting
Prepare/release wire transfer input electronically through banks
Daily provide timely and accurate information of the cash and debt position to Management
Insure adherence to all Treasury SOX and Corporate Audit requirements/controls and is the lead in responding to SOX auditor data requests. Will work closely with the Treasury Manager, Director and Treasurer in this area
Lead in responding to Treasury Audit requirements/requests. Acts as the primary Treasury resource during period-end audits
Responsible for the ongoing maintenance of the SunGard XE treasury workstation. Lead contact to resolve system related issues or to research additional functionality. Lead in the conversion to updated version of XE
10% - BANKING RELATIONSHIP DUTIES
Maintain list of bank accounts and bank signatories requiring ongoing reviews with Treasury management and various bank personnel
Prepare the Outstanding Checks report as needed
Administration of various cash management banking programs
Administration of access to various bank cash management systems
30% - ACCOUNTING DUTIES
Focal for resolution of accounting issues related to the treasury operations area and act as the direct interface with the accounting group
Foreign Exchange Rates – Track foreign exchange rates daily. Prepare and distribute monthly reports
Assist the Director and Treasurer in compliance with ASC 815 hedge reporting and monitoring requirements
Prepares all period end journal entries and coordinates with Director-Treasury review and submission to Accounting
Responsible for tracking and reporting all interest on outstanding debt and principal payments
Maintain XE debt and accounting modules and generate period-end accrual reports to include Letters of Credit accrual reports. Provide support to the Treasury function

Actuarial Analyst, Financial Analysis Resume Examples & Samples

These two graduate roles are responsible for assisting in the analysis of the experience of the Life Insurance portfolio, actuarial system modelling and financial reporting
Good communication skills – both written and verbal
Ability to solve problems and meet tight deadlines
Knowledge of insurance products and risks
Good computer skills, particularly Excel
Completion of actuarial university degree with academic transcript provided

Analyst, Financial Analysis Resume Examples & Samples

Lead special projects to continuously improve the profitability measurement methodologies and efforts to increase adoption across the business units
Strong written and verbal communication skills with the ability to present and influence senior management
Strong process orientation – proven track record of process simplification and improvement
Familiarity with BI and Microsoft tools such as COGNOS, SQL, Excel, and PowerPoint are required to perform analyses and communicate to key stakeholders
Ability to lead projects and work on multiple priorities and provide relevant status updates to management
Knowledge of financial reporting, cost accounting and financial analysis acquired through related work experience in increasingly complex roles
Strong interpersonal and partnering skills to develop working relationships with partners across operating business units and support functions
4– 8 years in related experience with increasing responsibilities with emphasis on management reporting, planning, and analysis, consulting, and process improvement

Analyst, Financial Analysis Resume Examples & Samples

Month End Close / Estimate Process
Utilize financial data to review performance with revenue focus: price, volume, market share, foreign source revenue, and profit
Identify, research, and communicate significant variances to estimate, prior year, and budget
Maintain and update various issuance, revenue, and headcount estimate models as part of our rolling forecast
Prepare monthly / quarterly management reports
Develop knowledge and understanding of the systems, data, reports and operational processes that are critical to the month end close / estimate process
Detailed Client Analysis
Maintain monthly analysis of billed client data: product, sector, par range, asset class
Assist in calculating and maintaining client level pricing analysis: fee increases / discount analysis
Monthly country analysis of global and national scale ratings
Annual Contract & Surveillance Analysis
Review and maintain annual contract and surveillance tracking list
Market / Issuance Analysis
Monitor market performance and assist in preparing rated and non-rated deals analysis
Annual budgeting process
Assist with the annual process in establishing the price, volume, and market share component of the revenue budget
Special projects on an ad-hoc basis
Bachelor’s degree in Finance/Accounting or relevant. CPA preferred
At least 2-3 years’ experience required. At least 2+ years in financial services preferred
Understanding of the finance role in business decision support
Experience using data-driven analyses to solve large, complex business problems and quantify business opportunities
Strong proficiency in Excel and PowerPoint is required, as well as other database tools, is a plus
Ability to makes decisions after analyzing multiple sources, internal and external

Analyst, Financial Analysis Resume Examples & Samples

Assist with monthly accounting close and financial reporting process for Global Real Estate Services. Prepare journal entries and balance sheet account reconciliations, and perform general ledger research. Deliver timely and accurate monthly financial reporting packages
Review, analyze and interpret monthly financial results. Perform variance analysis and assist with preparation of PowerPoint presentations for senior management and S&P Global
Prepare forecasts, reporting and analysis related to the annual budget and monthly estimate process
Work closely with accounting teams in the UK and Singapore on monthly close including invoice approvals and queries as necessary
Respond to requests related to internal/external audits and Sarbanes-Oxley compliance
Prepare analysis for ad hoc requests and special projects, and provide direct support to the Senior Director, Finance and Senior Analyst on an as-needed basis
Bachelor’s Degree in Accounting/Finance or related curriculum. CPA/MBA preferred
Experience in public accounting or private accounting/finance department
Experience with ERP (Oracle Financials) and Cognos TM1 preferred
Strong attention to detail and analytical skills, and an inquisitive mind. Knowledge of accounting principles

Analyst, Financial Analysis Resume Examples & Samples

Manage end to end commission calculation, including metrics validation, commission calculation, payout submission and issue resolving
Effective and efficient compensation analysis to support business
Prerequisite Degree in Sales, Finance or a related professional qualification
Minimum 3 years working experience in Finance or Business Analysis related job, preferably in an MNC and form IT industry
Strong English language & presentation skills are essential
Multi-level negotiation, engagement & influencing skills through logical reasoning
Other attributes successful for the role include being results driven, proactive, Customer focused and thrive in fast paced business environment

Analyst, Financial Analysis Resume Examples & Samples

Strong computer skills
Sense of urgency
Attention to accuracy
Financial and analytical experience

Analyst, Financial Analysis Resume Examples & Samples

Develop advanced financial models and conduct analysis using a broad range of quantitative tools and techniques (trend analyses on past financial and operational performance, root cause analyses, analysis of profitability drivers, scenario modeling for future options, unit-cost benchmarking, etc.)
Develop expertise in analyses focusing on specialized functions (e.g., Maintenance)
Expert level knowledge in Excel, including the ability to develop complex multivariable models that may require programming in visual basic for applications
Airline experience

Analyst, Financial Analysis Resume Examples & Samples

Thorough business and technical accounting and finance knowledge with demonstrated experience or interest in managerial financial reporting, including analytical and problem solving skills required to evaluate financial results
Ability to meet deadlines by multi-tasking and prioritizing various assigned deliverables
Strong presentation and oral and written communication skills. Possess the ability to work effectively and build relationships across a matrix structure and with a diverse management team. Strong technical skills (Excel, Word, PowerPoint, Cognos, TM1) are required to perform analyses and communicate financial information to various constituents
Requires attention to detail, solid documentation techniques and dedication to error-free performance
4-5 years prior experience with an emphasis on financial and managerial reporting, accounting, controls, planning and analysis. Undergraduate degree in Finance or Accounting

Analyst, Financial Analysis Resume Examples & Samples

Work with the Treasury Liquidity Team to generate and produce various liquidity reports and source files related to FR 2052a reporting, daily LCR process, collateral management, cash flow reporting and stress testing. The frequency in which reports need to be completed varies, as some reports need to be produced daily while others are due on a monthly, quarterly and annual basis
Provide completed reports to Treasury partners in the timeframe expected
Provide clear and detailed explanations when an existing process fails, and provide suggestions on how to resolve issues when they occur
Drive the maintenance and development of these reports, and look for further opportunities to strengthen the existing process
Be able to learn the NT systems and reports in a proficient manner, so that the candidate can train others on how to produce reports for coverage purposes
A college or university degree in Accounting, Finance, Economics, Statistics, Math, Engineering or other quantitative field
Familiarity with Liquidity Risk Management concepts
Strong analytical and quantitative skills, critical thinking, investigative problem-solving and decision making talents
4-5 years of prior experience in related industry is preferred
Must be amenable to work on a 5PM-3AM schedule

Analyst, Financial Analysis Resume Examples & Samples

Produce weekly; monthly and quarterly reports on business performance for review by management
Respond to ad-hoc reporting requests
Effectively communicate with the support teams
Prepare financial and business related analyses, research and risk assessment in such areas as financial and expense performance, rate of return, depreciation, revenue recognition, working capital and investments
Utilize computer systems to compile and prepare reports, graphs and charts of data developed
Assist in the development of business policies, conducts special financial and business related studies, and cooperates with other departments in the preparation of analyses
Build and develop relationships with key stakeholders and customers in order to achieve business goals
Analyze and evaluate financial plans, including actual and planned results
Ensure corporate compliance to government regulations and internal controls

Analyst, Financial Analysis Resume Examples & Samples

Work as a trusted partner with our sales and sales operations team members
Ensure all salesforce and financial records are maintained in compliance with accepted policies and procedures
Provide guidance and support on the impact to revenue and booking value based on deal structure
Responsible for the detailed analysis to determine accuracy & compliance of all order documentation, highlighting any non-standard language to enable proper internal review
Drive compliance through interaction with internal stake holders including legal, sales, and operations
3+ years of experience in accounting and/or operations
Extremely strong attention to detail, and ability to work under critical timeframes
Must be innovative, self-directed, and have the ability to multi-task
Proficient in Microsoft Excel, Salesforce.com,
Bachelor’s degree required, graduate degree a plus

Analyst, Financial Analysis Resume Examples & Samples

Independently manage tasks as well as collaborate within team and across broader Financial Planning and Analysis teams
Ability to hone in on fine details to pin point causation for broader picture issues
Evaluates financial information to develop and deliver more complex standard, and ad-hoc financial analysis
Provides support to the financial analysis team in the preparation and delivery the analysis of financial information including more complex financial analysis for his/her assigned area(s) of responsibility
3-5 years’ experience in the financial analysis experience that directly aligns with the specific responsibilities for this position
Demonstrated excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Demonstrates strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines

Associate Analyst, Financial Analysis Resume Examples & Samples

Complete and produce monthly business financials for our business segments, functions, countries and the wider EMEA region ensuring that all reporting is produced in line with defined standards, in a consistent manner and on a timely basis
Complete detailed analysis and interrogation of monthly financial data with appropriate analysis of variances to plan, forecast and prior period
Complete analysis of key financial performance drivers and assess trends
Complete and produce monthly forecasts for a number of business segments, functions, and countries in line with defined processes
Ensure all queries from business management, MRP&A business partners and finance partners regionally and globally are responded to and resolved in a timely manner
Working with the team to implement standard process improvements and report enhancements
Develop an in-depth knowledge of financial and management reporting systems, ensuring competency and proficiency in the use of all systems and interrogation of data
Strong planning and organisational skills
Highly numerate with strong analytical skills and high attention to detail
Ability to react and respond on a timely basis
Ability to work as part of a team in the region and as part of the broader
EMEA financial management team
Part-qualified accountant preferable but accounting technician also considered
At least 2 years’ experience in a multi-currency multinational environment (financial services experience preferable but not essential)
Background in the production of management reporting and business financials
Background in the production of financial information in a multinational organisation (preferable but not essential)
Hyperion, Cognos, Workspace Advanced and TM1 experience (preferable but not essential)