Business Analyst, Financial Resume Samples

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M Pfannerstill

Melvina

Pfannerstill

83679 Kirlin Tunnel

Dallas

+1 (555) 384 4346

83679 Kirlin Tunnel

Dallas

Phone

p +1 (555) 384 4346

Experience Experience

Chicago, IL

Financial Aid Business Analyst

Chicago, IL

Erdman Inc

Chicago, IL

Financial Aid Business Analyst

Work close with management team to develop new procedures
Performing related duties as assigned and directed by management
Assisting users to identify data errors and provide corrective actions to resolve
Assisting units with process enhancement and development
Assist with processing and resolution of difficult data discrepancies and assist with troubleshooting with the assigned functional areas
Liaison to training staff and assist trainers with transitions to new technologies
Monitoring and approving completed development requests before moving into production

San Francisco, CA

Business Analyst With IT Skills & Financial Services Background

San Francisco, CA

Glover LLC

San Francisco, CA

Business Analyst With IT Skills & Financial Services Background

Negotiate and establish priorities with business and development managers
Manage timelines and milestones and partner with Project Managers in all project phases
Interfacing with business and other analysts, produce detailed use cases to guide the design and development of applications
Produce detailed use cases to guide the design and development of applications
In addition to collaborating with professional designers, use tools such as Balsamiq to create mockups and wire frames
Manage timelines, milestones and streams related to own projects
Create effective presentations to be used with business audiences of various levels

present

Boston, MA

Senior Business Analyst Financial Systems

Boston, MA

Leffler, Wiza and Lockman

present

Boston, MA

Senior Business Analyst Financial Systems

present

Create process models, specifications, diagrams, and charts to provide direction to developers and/or the project team
Monitor helpdesk tickets for the application and ensure issues are being resolved in a timely manner. Work with the Helpdesk to research and resolve issues including root cause analysis to eliminate issues on a go-forward basis
Review and analyze employees and contractors effectiveness and efficiencies and develop strategies for improvement
Communicate process changes, enhancements, and modifications to management, peers, staff, and other employees so that issues and solutions are understood
Develop full scale project plans and timelines
Coordinate and perform in-depth tests, including end-user reviews, for modified and new systems, and other post-implementation support
Chart existing business processes in order to define current business activities for the development of procedures and models

Education Education

Bachelor’s Degree in Business

The George Washington University

Bachelor’s Degree in Business

Skills Skills

Ability to communicate effectively with a range of audiences
Excellent analytical, conceptual, and creative problem-solving abilities and technical documentation skills
Hands-on experience in financial process design and configuration of the JDE World product
Demonstrated skill in utilizing formal implementation lifecycle methods and methodologies including experience in all phases of the implementation lifecycle
8 + years hands on experience utilizing JDE World Financials including AP, GL, and Job Cost
Experience with the homebuilding industry
Experience managing external software providers

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Financial & Admin Business Analyst Resume Examples & Samples

Update and maintain department codes in the ledger and in the BMS/ILC system as well as report them to the WW GR team to update the relevant HR and Financial systems
Prepare the monthly mobile phone report, distribute that to the user and collect the private usage by employee and inform HR on cost deduction
Support the controller in cost allocation tasks for the monthly closing
File the bank statements of the company
Assisting external and internal audit
Ad-hoc reporting to the CFO
Advanced Microsoft Excel & Word skills
Highly organized, accuracy, good time management, set priorities
Completed staff work to a high standard
Responsive, helpful, team spirit

Business Analyst With IT Background & Financial Services Experience Resume Examples & Samples

Ability to interact with Canada development team in off-hours (opportunity for flexible schedule will be provided)
Critically evaluate information gathered from multiple sources, reconcile conflicts and decompose high-level information into details
Define and document internal and external user interfaces and support system and data requirement clarification and definition
Troubleshoot, in an organized fashion, by breaking down issues into components in order to solve the problem
Serve as the conduit between the customer community (internal and external customers) and the software development team through which requirements flow
Ensure issues are identified, tracked, reported on and resolved in a timely manner
Deliver informative, well-organized presentations
5-10 years of experience in Business Analysis related functions including: process definition, management and monitoring, release management, web experience, database, and/or requirement definition
Knowledge of Workflow application and Regulatory reporting is a must
Extensive experience working with delivery teams spread across many countries and time zones
Prior experience in the field of Compliance functions is desirable
Ability to work under tight deadlines and handle multiple/detail-oriented tasks
Expert in Excel, Visio, Word, PowerPoint, Quality Center or any other requirements and defect management tool

Business Analyst With IT Skills & Financial Services Background Resume Examples & Samples

Liaise with business (Citi Velocity business owners, product sales, product technology, content contributors) to understand strategies and interpret underlying business needs, and with developers, to propose and design technology solutions, thoughtfully transform them into clear business and design requirements, and project manage to realize successful implementation
Play a consultative role to business partners and continuously seek out and propose creative solutions and innovative technology ideas to meet business goals
Interact with vendors, as well as internal legal, compliance, marketing, branding and other partners
Build deep understanding in product areas, such as but not limited to Equities and Credit, and collaborate with developers to deliver relevant and precise technology solutions that exceed business expectations
Analyse data, processes, and usability input and produce clear and logical documentation of results
In addition to collaborating with professional designers, use tools such as Balsamiq to create mockups and wire frames
Utilize query tools to confirm data quality and investigate questions
Communicate continually with stakeholders the statuses of deliverables and flag potential risks and delays to successful completion of all projects
Prepare and maintain project deliverables, including reporting and tracking statuses using Excel, MS Project, JIRA, and SharePoint
Capital markets domain experience a plus
Business knowledge of Equities, Credit, Rates, Securitized or an asset class a plus
Strong knowledge of the full software development testing lifecycle
Experienced practitioner of both waterfall and agile development methodologies
Demonstrated experience in leading the analysis, development and delivery of web applications
Demonstrated experience in leading the analysis, development and delivery of mobile apps
Strong cross-group collaboration and relationship management skills including coordinating with geographically dispersed teams to achieve deliverables
Strong skills in developing relationships and partnerships with key stakeholders
Expertise in Microsoft Office Suite, specifically with Excel, Visio, Power Point , Word, SharePoint and JIRA
Understanding of HTML,XML,VBA,SQL, enterprise infrastructure, mobile iOS and Android
Master's with 4 or more yrs exp or Bachelor's with 6 or more yrs exp
Deep familiarity with full software development lifecycle, particularly Agile
5+ years’ experience in business analysis or functioning as such in a technology area
Good organizational and multi-tasking skills with attention to detail
Astute analytical skills
Very self-motivated and independent thinker
Flawless written and verbal communication skills. Must have presence and communicate with clarity, impact, purpose and authority with partners, peers, management and the business

Financial Cost & Business Analyst Resume Examples & Samples

Ensure accuracy of product costs, both direct and indirect
Assist in monthly forecast, closing and annual budget process
Ad hoc reporting/financial analysis as requested by management
Develop and maintain contract forecasting models utilizing Excel
Engineering & product development hours and costs
Product manufacturing unit hours and costs
Cost center factory overheads
Material overheads
Part costs

Business Analyst With IT Skills & Financial Services Background Resume Examples & Samples

Able to work in a fast paced, dynamic environment with little supervision. Self-motivated and able to take the initiative to work closely with stakeholders
Produce detailed use cases to guide the design and development of applications
Experience within Capital Markets domain a plus
Knowledge of the financial services industry. Research Expertise (a plus)
Visio

Financial Market Business Analyst Resume Examples & Samples

Responsible for owning front-to-back requirement creation and gain expertise in trading book portfolios
Provide BRD, FSD, and other project deliverables
Work our business solutions, clarify requirements to be fulfilled, determined test strategy and validate outcome to determine suitable resolution
Play a key coordination role in business enablement - data migration (test/actual), updated business processes, user training and updated SLAs
Undertake additional analysis to expand scope of the project to beyond its current phase to handle trading books systems bank-wide
Organise, coordinate and document key Working Group meetings in conjunction with the core project team
Create and deliver reporting and presentations to senior management as required
Knowledge of Financial Markets products, Trade Lifecyle, reference data golden sources and perpetuation of that golden source data to consuming systems
Strong experience as a BA and/or PM (at least 7 years) through the various phases of the SDLC development lifecycle
Prior implementation/operational experience in portfolio management (book management) from an end to end perspective will be a definite advantage
Data migration, system integration experience will be useful
Strong writing and communication skills, with the ability to articulate will with major stakeholders
A team player within a larger project team with the ability to interact and work with various stakeholders
Strong organizational skills with the ability to operate with minimal guidance
Experience and skills to support Project Management tasks as required, ability to identify and appropriately escalate project risks and issues, candidate should have a strong governance and control mindset

Business Analyst, Financial Resume Examples & Samples

Serves as the liaison and point of contact between IT and the assigned functional business area for routine software development and enhancement projects
Coordinates the process of obtaining functional requirements from business stakeholders and subject matter experts
Creates detailed documentation of functional business process producing artifacts such as a business case, as-is and to-be process flow diagrams, report specifications and data mapping & flow diagrams
Performs research and analysis for proposed projects to determine feasibility, ROI and durability and presents findings to management
Defines testing requirements, staging data and performing final test execution. This includes regression, user acceptance and other tests as defined to ensure business needs are met
Supports quality assurance and control efforts through the use of data analysis as part of pre- and post-implementation reviews for software development projects
Coordinates status meetings and produces progress reports
Individual will be expected to interface and develop strong working relationships with internal and external team members to understand and resolve their requests
May participate in month-end close related activities and adhoc requests
Perform other duties as assigned or apparent
Position may require some night, weekend or on-call availability
Bachelor’s degree in accounting, business, or technology related field preferred
Minimum of 2 years of relevant work experience business analyst capacity
Demonstrated knowledge of the entire Software Development Lifecycle (SDLC)
Strong documentation and communication skills
Strong problem solving, time management, and organizational skills

Financial Planning & Analysis Business Analyst Resume Examples & Samples

Prepare budgets and forecasts on a monthly / quarterly / annual basis
Provide trend analysis and explanation of variances
Build strong relationships with key stakeholders & management
Produce timely and reliable management information reports
Provide insights on drivers for cost base
Management of capitalised software assets
Support the business in identifying new opportunities and maximizing current client value
Facilitate improvements by supporting re-engineering initiatives and identifying opportunities to simplify current processes
Broad financial knowledge including understanding drivers of revenue, cost and cash flow
Strong skills in Microsoft Excel
Experience using Essbase and Hyperion or other IT tools desirable

Senior Financial Controller & Business Analyst Resume Examples & Samples

Good level of expertise on various financial tools (Peoplesoft finance, Scenario) and reporting tools (Excel)
MS Office master in PowerPoint & Excel
Tax understanding in a global environment
Proficient in presentation, both oral and written
Strong Ability to drive other people and obtain results
High level of maturity in interfacing with people, working both across cultures and at various levels of the organization; Assertive, persuasive and didactic
Real aptitude for working in a multicultural and global environment and proven collaboration skills
Communication skills (both oral and written) are important for managing meetings with executives
Ability to interpret complex data, analyze and give senior advise
At ease with managerial skills and ability to manage other people, obtain results by them and lead
Ability to manage off-shored team
Ability to indirect management
Fluent+ in English (spoken/written)

Business Analyst Financial Systems Resume Examples & Samples

5-8 years’ experience in a financial system business analyst role
Good understanding of various finance modules part of an ERP solution
Strong financial/accounting understanding
Strong oral and written communications skills and bilingual
Strong Customer and Vendor relationship management skills with the ability to handle conflict and negotiations
Proven experience using Agile methodology
Flexible and adaptive, collaborative team player
Ability to work well under pressure, prioritize work and well organized

Senior Business Analyst Financial Systems Resume Examples & Samples

Facilitate project definitions, goals, deliverables, tasks and resource requirements
Develop full scale project plans and timelines
Assemble, coordinate and provide direction and support to project staff
Manage budget and resource allocations
Track project deliverables by constantly monitoring and reporting on the progress of projects to all stakeholders
Coordinate quality assurance testing, project evaluations and assessment of results
Present reports that detail project progress, problems and solutions
Implement and manage project changes and interventions to achieve outputs
A four-year high school diploma or its educational equivalent and six years of satisfactory full-time computer software experience as described in "1"above, including one year in a project leader capacity or as a major contributor on a complex project; or
Education and/or experience equivalent to "1"or "2"above. College education may be substituted for up to two years of the required experience in "2"above on the basis that 60 semester credits from an accredited college is equated to one year of experience. A masters degree in computer science or a related computer field may be substituted for one year of the required experience in "1"or "2"above. However, all candidates must have at least a four-year high school diploma or its educational equivalent and at least one year of satisfactory full-time experience in a project leader capacity or as a major contributor on a complex project

Senior Financial Aid Business Analyst Resume Examples & Samples

5+ years in business analysis, financial aid, or academic consulting role
Analytic skills required, including the ability to interpret customer needs into application and operational requirements
Strong Interpersonal and communication (both written and verbal) skills
Fast learner; able to learn new software solutions, business processes and design techniques quickly and efficiently
Disparate information systems, facilitating comparative analysis
Gathering via use cases and user stories
Higher education domain and system experience
Working knowledge of Banner Financial Aid
Designing, documenting and testing APIs
Agile methodologies
Writing user stories

Financial Engineer / Business Analyst Resume Examples & Samples

Work with clients analyzing and implementing their risk requirements (e.g. model selection, scenario design, risk views), and streamlining their workflow
Work with the Product Management team to build custom solutions for risk and valuation modeling projects
Sit on the Risk Development Panel to prioritize and champion product development and improvement
Advanced degree in a quantitative discipline
1-5 years of experience in financial market modeling or risk management
Solid valuation knowledge of various instrument types including equity derivatives, credit derivatives, rates and fixed income products
In-depth knowledge of valuation models and portfolio risk strategies
Familiarity with popular model libraries such as Numerix, FinCad, Monis
Working knowledge of popular trading risk systems such as Imagine, Front Arena, RiskMetrics, Calypso, Murex
Working knowledge of trading strategies, accounting and portfolio management principles
Familiarity with various types and sources of market data
Comfortable working with traders and quants in a demanding environment on model validation projects

Senior Business Analyst Financial Systems Resume Examples & Samples

Fulfill the role as team lead on complex projects involving multiple resources. This role entails project planning, scheduling, and execution including managing resources required to complete a project, keep management informed of project status and issues identified and escalate critical issues as necessary
Monitor helpdesk tickets for the application and ensure issues are being resolved in a timely manner. Work with the Helpdesk to research and resolve issues including root cause analysis to eliminate issues on a go-forward basis
Utilize tools to analyze data to assist in resolving application issues and create ad-hoc queries as required by the business
Collaborate with project managers and project sponsors to determine project scope and vision and to identify project stakeholders
Conduct interviews and product analysis to gather user requirements via workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, scenarios, and other methods
Chart existing business processes in order to define current business activities for the development of procedures and models
Translate conceptual user requirements into functional requirements in a clear manner that is comprehensible to developers and other project team members
Work with stakeholders and project team to prioritize collected requirements
Create process models, specifications, diagrams, and charts to provide direction to developers and/or the project team
Develop and conduct peer reviews to ensure that requirement specifications are correctly interpreted
Design, develop, and implement reports required for business applications
Communicate process changes, enhancements, and modifications to management, peers, staff, and other employees so that issues and solutions are understood
Conduct research on software and hardware products, as directed
Coach, mentor, motivate and supervise other team members and contractors, and influence them to take positive action and accountability for their assigned work
8 + years hands on experience utilizing JDE World Financials including AP, GL, and Job Cost
Demonstrated skill in utilizing formal implementation lifecycle methods and methodologies including experience in all phases of the implementation lifecycle
Hands-on experience in financial process design and configuration of the JDE World product
Experience with the homebuilding industry
Experience managing external software providers

Senior Business Analyst Financial Analysis Resume Examples & Samples

Leads Requirements and Business Acceptance Test (BAT) work packages for medium to large sized, low to moderate risk and regulatory projects with multiple stakeholders and across multiple line of business
Has advanced to expert knowledge of business analysis, quality assurance, project delivery practices and standards across a project life-cycles
Gains/acquires sound to advanced understanding of business and user interaction with technology throughout project delivery
Works independently as the senior/lead business analyst and provides coaching to the members within area of expertise
Identifies and leads problem resolution for complex issues at all levels
Contributes to the communication and change management activities across multiple stakeholders
Must have a minimum of 5-7 years of project/program Business Analysis and Quality Assurance experience in the Financial Services Industry following Waterfall or Agile methodology
Experience with Oracle Hyperion Financial Management (HFM), FDMEE, EssBase is an asset
The following are considered relevant experience: Business System Analysis or System Analysis experience, Leading CPM implementations in the financial industry, experience working as the Business Subject Matter Experts contributing to projects, or experience working as the business support or super user managing small enhancements
University degree in business, finance or related discipline
Accounting or Financial designation is an asset
Business Analysis and/or Quality Assurance accreditation an asset
Sound knowledge of Microsoft Office Excel, Visio, Word, Power Point and Project
Strong team player with excellent communication, relationship management, consensus building and influencing skills
Ability to learn quickly, promote a positive team environment, and exceed expectations with minimal supervision

Business Analyst Financial Services Industry Group Consulting Department Resume Examples & Samples

Being a part of an experienced team you will have the opportunity to work on challenging consulting projects for major Russian and multinational banks
Delivering strategy and operational transformation projects – ranging from long term business strategy advisory projects through performance improvement and cost reduction
Personal responsibility for developing and owning project recommendations and documents Opportunity to lead work streams within a project or manage smaller projects with a high degree of independence
Business-processes description/modeling/analysis, performance analysis, internal documentation development (regulations, guidelines, analytical reports, business-requirements, etc.) and/or KPIs development
Understanding of the main banking processes, how they are connected and managed (preferred, but not mandatory)

Senior Business Analyst Financial Systems Resume Examples & Samples

An IT Professional with Bachelor’s Degree in Systems/Computers/Business and 5-7 yrs relevant work experience
Experience in Application software Implementation and Project Management
Worked in an IT Consulting company or Public company experience required
Experience in Systems Analysis and Requirements gathering
Knowledge of Accounting and Financial concepts desirable and a huge plus
Experience with Accounting/Financial Systems, Oracle/Dynamics/ERP system implementations
Understanding of On premise/Cloud/SAAS Systems
Experienced and Proficient in Systems Documentation
Experience with Dynamics GP/Oracle Financials and related third party products will be a big plus
Knowledge and experience with Integration methodologies and Tools will be a plus
Experience with SDLC, PMI and/or Agile Methodology
Highly motivated, results oriented, able to perform independently and effectively, with the ability to drive continuous improvement
Detail oriented with understanding of the "big picture”
Self-starter, action oriented with strong recognition of schedule
Strong interpersonal and organizational skills and able to work well with high performance teams
Projects/ERP certifications desirable but not required
Ability to comfortably work in an intensely deadline-oriented environment

Financial Controls Business Analyst Assoc Resume Examples & Samples

Process vendor invoices for management approval for contract labor and services. Perform invoice audit review per the contract’s financial Terms and Conditions for labor and equipment billing rates, subcontractors, materials, Per Diem, escalation, overheads, etc. Interpret and understand contractual language and financial Terms and Conditions to apply to vendor invoices; dispute vendor invoices for contractual compliance and interpretation vs. billable items
Identify and submit unvouchered liabilities in accordance with Accounting policies and SOX requirements; ensure all policies and processes for accruing unvouchered liabilities are in alignment with the AEP Transmission guidelines. Assist in developing efficiencies to record unvouchered liabilities for uninvoiced vendor services performed. Assist in continuous improvement and monitoring of financial controls to limit missed accruals and duplication of unvouchered liability accruals
Perform work order administration activities, including set up, in-service reporting, and closing; ensure that asset retirements are properly identified for timely processing; resolve errors with Accounting, AEP Transmission Project Management, and AEP Transmission Field Services
Provide assistance to ensure that the proper financial controls are in place for accurate project / work order reporting for Operating Companies, Transcos, and Joint Ventures for subsequent financial transactions (e.g. GLBUs, Accounts, AFUDC, Depreciation, Original Cost Asset Retirements, etc.)
Assist in providing business and administrative support for: contract requisitions, bid packages, and governance; and creation of templates for business processes and tracking
Provide support in the preparation, monitoring, and reporting of monthly O&M and capital budgets
Participate in process improvement initiatives related to financial and operational processes; participate in LEAN initiatives to reduce expenses or increase revenue for AEP Transmission; Assist with cost and process benchmarking studies both internal and external to AEP to ensure operational excellence
Assist with training initiatives of employees and contractors related to financial and operational processes and related IT applications (e.g., Asset Suite, IPS, EcoSys)

Senior Business Analyst, Financial Services Resume Examples & Samples

Provide support for medium to large business projects meeting time and quality targets
Act as liaison between the business and systems areas as solutions are being developed to meet business needs
Develop / write Business Requirement Documents (BRDs) to define business needs
Conduct feasibility studies, needs analysis, cost/benefit analysis and work flow analysis for projects
Establish a test plans and expected results, conduct user acceptance testing, identify issues and recommend solutions
Ability to multi-task, demonstrate a sense of urgency, and meet reporting deadlines
Coordinate and work with vendors on specific activities as they pertain to the projects being worked on
Prepare, develop and/or support training materials and user specification requirements
Gather user requirements, developing functional and technical specifications
Attributes of our global professionals include: a dedication to client service, the ability to think in complex and ever changing situations, strong communication skills and the ability to solve problems, execute and transfer knowledge
Designated business analyst or 4-year bachelor degree required
Must have 4-6+ years’ experience in business analysis/requirements, functional Finance, Accounting, Regulatory Reporting, Risk, Compliance, Product or Financial Control roles gained within a spectrum of large Financial Services companies
Experience in supporting medium to large size projects in banking, insurance and/or financial services industry
Strong experience and knowledge within one or more of the following areas: Financial & Legal Entity Reporting (GAAP, IFRS); Regulatory Reporting (AML, FATCA, SEC, Dodd Frank, Basel, Volker Rule, etc.); Valuation, Market & Credit Risk. Knowledge of Financial Products (Fixed Income, Equities, Derivatives), within the Broker-Dealer and/or Investment Banking industries is an asset
Strong hands-on Business Analysis and Data skills: strong knowledge of the SDLC, facilitation and gathering of user requirements development of business requirements and functional specifications documents, system and user acceptance testing (UAT), process mapping, process mapping, data extraction and validation, data mapping, reporting development and automation and building of queries
Experience working with data warehouses or databases and with BI tools, such as Business Objects, Crystal, Cognos and/or Hyperion is a plus
Systems expertise required at a minimum: Excel, Excel VBA, Microsoft Access, SQL, Visio, Microsoft Project, ETL and testing tools
Good time management skills, flexible, handle multiple demands and competing priorities, meet deadline and a strategic approach to compliance
High degree of professionalism and high energy, fast paced, “roll-up your sleeves” attitude and commitment to success are essential
Strong verbal and written communication skills are a must
Our Consultants enjoy the flexibility and autonomy to choose the client projects that interest them, while continuing to build professional relationships within our global community of Consultant and business professionals. We offer a comprehensive compensation and benefits package including health and life insurance, employee stock purchase plan, paid personal time off program, professional development and certification courses

Financial Aid Business Analyst Resume Examples & Samples

Ensure ongoing configuration maintenance of the PeopleSoft module
Serve as liaison between functional staff and technical staff
Attend training and lead ongoing training of new and current staff throughout the campus
Act as the primary tester for any new modifications or reports
Analyze future software patches and vendor/CSU modifications for impacts on the installed system
Ensure that all processes and procedures related to PeopleSoft are well documented
Serve as liaison to the PeopleSoft project for semester conversion, upgrades and other ongoing activities
Participate in conference calls with CSU user groups and attend meetings as needed
Ensure all PeopleSoft processes, queries, and programs run on schedule and troubleshoot and resolve problems
Assist with processing and resolution of difficult data discrepancies and assist with troubleshooting with the assigned functional areas
Develop reports for functional staff
Run routine processes in PeopleSoft including disbursement, SAP
Train functional staff in routine PeopleSoft operations
Work close with management team to develop new procedures
BA/BS degree in a related field
Holds a bachelors or higher degree and has analytical evaluation skills administrative experience; OR has a combination of analytical/administrative experience plus higher education that totals 9 years or more

Business Analyst Treasury Financial Control Resume Examples & Samples

Develop end user applications using QkilView and/or other appropriate ETL tool
Engage end-users to understand business requirements to translate into tangible solutions
Manage end users expectations on solutioning requests with no compromise to internal controls and standard operating procedures
Identify new tools and technical solutions, support team on the development and implementation of database
Enhance current reporting platform that drives a smart culture
Performs independent daily treasury product monitoring activities, Traders Compliance monitoring via MLC and other operational support such as Murex Portfolio Management on a rotational basis
Other adhoc tasks as assigned to help each other succeed
LI-JL

Senior Business Analyst Volvo Financial Services Resume Examples & Samples

Assist in the planning process throughout the year, including monthly short-term forecasts along with fall and spring long-term forecasts
Assist in the analysis and governance of general and specific reserves along with compliance to IFRS
Drive costs analysis in the region and support efficiency programs when requested
Drive fee income analysis in the region and support ad hoc projects
Monitor and analyze local data to support preparation of the governance material of the Regional Executive Management team
Support the Finance function in developing executive information, reporting and measurements for financial and non-financial data
Ensure VFS financial policies and procedures are controlled, tracked, reported and analyzed in a timely manner, in accordance with Volvo’s Financial Policies and Procedures
Drives special projects and ad-hoc reporting as required
Drives continuous quality and process improvements within the Business Control area
Supports other business functions in delivering controlling advice as needed
BS/BA in Finance or related field is required
Accounting certification is desirable (CIMA, ACCA etc..)
3 - 5 years of financial modeling, planning and business analysis experience, preferably within a financial services environment
Strong evidence of personal initiative and outstanding verbal and written communication skills in English
Innovative problem solving and strong analytical and quantitative abilities
Proven organizational skills with the ability to prioritize and work effectively on multiple tasks in a fast-paced environment
Ability and desire to work within and in support of a team environment
Proficient with MS Office, with advanced knowledge in Excel and PowerPoint. Advanced knowledge of Hyperion preferred; Experience with SAP desired

Business Analyst Financial Systems Resume Examples & Samples

Fluent English Communication Skills both writing and speaking
Team Working Attitude
Good ability to manage different working tools and happy to learn and try new software solution to improve Oracle Users’ performance
IT background or passionate for IT systems
SQL: Basic
MS OFFICE: Expert

Business Analyst Financial Analysis Resume Examples & Samples

Must have a minimum of 5-7 years of finance experience, including accounting, taxation, forecast, financial planning, financial, regulatory and management reporting, etc
Experience working as the lead BA managing a team of BA/QA resources on large and complex project/program an asset
Working knowledge of HP ALM (Application Lifecycle Management)
An independent thinker with strong business acumen, analytical and conceptualization skills, and the ability to identify process improvements as necessary
Great interpersonal and communication skills, both written and verbal are essential

Business Analyst, Budget & Financial Planning Resume Examples & Samples

Minimum of five years of experience in a complex staff position with office management responsibility (including finance, calendars, communications, and preparation & processing of confidential materials)
Demonstrated experience with Microsoft Office (including, Word, Excel and PowerPoint)
Demonstrated experience with financial and human resource systems (e.g. Oracle, PeopleSoft;)
Demonstrated experience with troubleshooting and resolution of issues
Demonstrated ability to understand finance and budget concepts
Demonstrated mathematical and analytical skills
Demonstrated strong interpersonal and verbal communication skills
Demonstrated proficiency in written communication skills
Demonstrated supervisory experience
Demonstrated ability to coordinate complex management tasks
Demonstrated ability to work independently and to balance multiple priorities
Demonstrated ability to interpret institutional policies, plans, objectives, rules, and regulations and to communicate the interpretation to others
Demonstrated ability to work with diverse groups/populations
Demonstrated experience in a research institution of higher education

Financial Impacts Business Analyst Resume Examples & Samples

Senior Business analyst required to own and deliver on activities within the Financial Impacts and Parallel Run workstream of IFRS9 to ensure all objectives are met prior to Go live 1.1.2018
Responsible for ensuring Financial Impact and parallel run activities are of a high quality and delivered within the agreed timelines, activities include; the production of external disclosures, ad hoc queries from management, regulatory responses, challenging parallel run status ensuring appropriate testing has taken place
Review Junior BA analysis and artefacts, offering advice and feedback/knowledge
Moderate banking industry and Finance knowledge to be credible with business users and SMEs

Financial Crimes Business Analyst Resume Examples & Samples

Responsible for day to day activities within AML Analytics and Operations
Assists Project Team with business analysis
Support the business as usual activity with the Financial Crimes function
Interface with internal customers to documents project requirements
Conduct user acceptance testing of technology changes
Technically documents incident reports and issues
Create documentation for policies and procedures
Prepare reports, findings and presentations to leadership
Ensures day-to-day operations are conducted in compliance with regulatory and legal requirements and the organization's policy
Streamline Operational processes for continued efficiencies; automate repetitive tasks
Provide analytical detail and narrative of findings to leadership
Assists Sustain Manager on routine tasks or ad hoc requests
Understanding of AML regulatory requirements
Uses judgment, creativity and sound technical and analytical knowledge to develop and recommend solutions relating to company policies and standard practices
Prepares documentation for regulatory agencies as well as internal audit and testing teams
Miscellaneous duties as assigned
Education level: Minimum - Bachelors' Degree
Major field of study:Business, Information Technology or related major
Total years and type of prior related experience:2+ years in banking/finance industry, 2+ years in Analytics
Ability to work well with others
Ability to prioritize workload and balance multiple duties
Possess independent analytical skills
Ability to work in a fast paced, deadline-oriented environment
Knowledge of SQL and SAS preferred but not required
Business Analysis skillset
Strong technical writing skills
Experience with Business Intelligence and Visualization tools
Ability to identify areas for process improvement
AML Operations systems and procedures
BSA, USA Patriot Act
Advanced skill in the use of Microsoft Outlook, Excel, PowerPoint, Word, and Access

Financial Crimes Business Analyst Resume Examples & Samples

1+ years of experience with professional business analysis, including requirements definition
Experience with writing user stories, including the decomposition of requirements into individual tasks
Experience with gathering system, software, and requirements from product owners and SMEs
AA or AS degree
Experience with Atlassian Jira, Confluence, or similar requirements or project management software
Experience with writing test cases and test plans
Knowledge of the SDLC and best practices for refining requirements
Knowledge of Agile Software Development Methodologies, SCRUM, or Kanban
AA or AS degree in a Computer– or Business–related field or equivalent experience preferred or BA or BS degree a plus
ECBA or CCBA Certification

Business Analyst Financial Planning & Analysis Resume Examples & Samples

3+ years experience in analysis in a similar function
Experience in driving key business decisions; examples include business/product/marketing analytics, business intelligence, strategy consulting
Bachelors’ or above in Engineering, Physics, Math, Statistics, Business, Economics or related field
Proven track record of being able to work independently and proactively engage with business stakeholders
Significant experience with SQL and large datasets; deep understanding of statistical analysis, common quant techniques like regression etc
Ability to prioritise and work with deadlines
Flexibility to work on ad-hoc projects
Strong communication skills and fluency in English

Financial Pricing & New Business Analyst Resume Examples & Samples

Serves as the backup of the Financial Analyst, Latin America
Loads of intercompany pricing into SAP when required
Other Ad-Hoc financial analysis as required
Develops and implements, policies and processes related to his area of responsibility
Controls and overseas subsidiary pricing and compares it to Forecast and Plan
Completion of undergraduate degree or equivalent experience (B.A. or B.S.)
2-5 years of experience in a similar role
Detail orientated with excellent time management; verbal and written communication skills
Proficiency in MS Excel including pivot tables, analysis add-ons, macros, using lookup functions, filters, etc
Strong understanding of fundamental business concepts/metrics and financial reporting
Strong proactive problem solving and analytical skills
Spanish or Portuguese speaking and writing preferred
SAP BI, BPC experience preferred

Financial Accountant / Business Analyst Resume Examples & Samples

Responsible for month end Financial Reporting, accruals, journals, GL reconciliations etc. and Management reporting
Providing business analysis in support of Operations, drive commercial acumen
Completing budgets / forecasts
Responsible for capital projects/approvals, preparation of commercial justification
Providing support to the other parts of the Commercial team
Fostering a culture of continuous improvement and zero harm
Tertiary qualification; Business or Commerce degree, Accounting major
CA or CPA qualified, part completion considered
Strong in financial accounting with some exposure to management reporting and analysis work
Previous SAP Management / Financial Reporting experience required, not necessarily in the Mining industry, provided you have
Excellent written and oral communication skills, very good management and very strong interpersonal skills
Focused and results oriented, driven by excellence, change agent and highly autonomous
Strong leadership ability with personal presence capable of effectively interacting with all stakeholders
Strong analytical skills and critical thinking

Financial Aid Business Analyst Resume Examples & Samples

Performing as functional expert and consultant for assigned area(s) of administrative applications and systems to end users to increase system usability and enhance business efficiency
Reviewing, analyzing, and creating detailed documentation of administrative applications and user needs, including workflow, program functions, and steps required to modify applications
Acting as project leader for certain projects of administrative applications assuring that all user requests accurately meet the user’s needs
Participating with other module leaders of the administrative systems for planning and execution of upgrades and enhancements
Working with the Assistant Director of Financial Aid for all administrative system development, coordination of resources, hardware usage, and establishment and maintenance of project timelines
Collaborating with the Assistant Director of Financial Aid and ITS to develop and conduct testing to meet project timelines and develop/implement quality assurance practices and procedures
Consulting with programmers/technical developers and end users to determine business, functional, and technical requirements for administrative applications
Monitoring and approving completed development requests before moving into production
Developing and executing necessary test plans and coordinating end user acceptance of final product
Prioritizing development requests in cooperation with management, and developing/monitoring prioritized plans to complete work required to meet requests
Assisting in managing and overseeing the creation of system settings and validation codes with a full understanding of the impact of additions and changes ensuring that proper internal controls are established and maintained
Managing user access to accounting & financial system administrative applications appropriate to individual job functions/operations while ensuring internal control and separation of duties are in place
Coordinating system testing during enhancements and upgrades
Providing final sign off of changes, documentation of system set up and requirements
Researching and analyzing business trends, user needs and requirements, identify where existing technologies will meet those needs, or research, identify, and recommend new applications to fulfill those requirements
Proactively communicating with users and IT to analyze information needs and functional requirements to provide recommendations for systems and/or process
Being the first point of contact for user needs and questions for the administrative systems assigned
Assisting users to identify data errors and provide corrective actions to resolve
Providing support to reporting needs using enterprise reporting and query tools
Providing ad-hoc data and report services
Providing support to administrative units in design and (re)implementation of system functionality
Assisting units with process enhancement and development
Keeping current with business trends and related support technologies
Keeping current with implemented financial aid administrative systems
Liaison to training staff and assist trainers with transitions to new technologies
Cross training with other Application Administrators
Serving on UI committees and teams as necessary
Performing related duties as assigned and directed by management

Business Analyst, Financial Systems Resume Examples & Samples

Oversee all financial systems related projects for the Finance, Shipboard Operations and other CCL Finance teams that improve CCL’s controls, protect our assets, increases Finance relevance and reliability and improve our financial insights to support enterprise wide initiatives. Monitor project schedules as well as take ownership of change management process
Develop new tools, reports, and analyses, independently and collaboratively, as support to Finance business partners for financial planning, reporting and BI solutions
Identify best, efficient, and cost beneficial solutions when business processes are being implemented and require input or output from critical systems supporting shipboard financial operations. Provide insights on the current functionality of the applications that are used by the department as well as possible enhancements to these systems
Serve as subject matter expert (SME) for project business requirements; develop business cases. Participate in meetings to understand business requirements to enhance systems. Perform and/or oversee all testing activities related to financial software used in the department to ensure new system functionality works as defined and system defects are corrected prior to implementation
Review, monitor, facilitate and organize releases impacting applications supporting financial activity that flow through Finance Shipboard Operations
Submit/prioritize CQ defects and content management cases that impact Finance Shipboard Operations
Ensure all systems are performing efficiently, reporting issues and monitoring timely resolution. Support Shipboard Financial Analytics team in implementation and enhancement of high-impact business reporting (i.e. scorecards, KPIs)
Oversee script development activities and provide direction to Business Analyst and/or IT personnel
Facilitate the data mining activities of the department and provide direction and support to identify system sources for the information
Work closely with the Finance Shipboard Operations management team for departmental improvements and efficiency to formulate executive level analyses, reports and presentations
Bachelor’s degree in Information Systems, IT, Accounting, Finance, or related field of study; or any combination of relevant background, skills and experience
PMP preferred
Experience in business/financial planning and analysis processes with a working knowledge in accounting principles and issues. Experience in project management on software development projects is a plus
Practical experience testing of enterprise size financial applications is required. Excellent interpersonal, organizational, communication and planning skills. Able to multi-task, work independently and balance requests at peak workloads (or change gears quickly for important requests) from various departments and upper management
General knowledge of infrastructure requirements and components, SharePoint sites, intranets, and networks. Strong understanding of financial data analysis tools and systems such as Oracle Financials, Hyperion Essbase, Tableau, or OBIEE. Must have strong command of Microsoft Office programs, advance level of Excel and interactive reporting tools