Capital Analyst Resume Samples

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F Lehner

Fanny

Lehner

6042 O'Conner Valley

Dallas

+1 (555) 497 1071

6042 O'Conner Valley

Dallas

Phone

p +1 (555) 497 1071

Experience Experience

Phoenix, AZ

Capital Analyst

Phoenix, AZ

Morar, Smith and Hamill

Phoenix, AZ

Capital Analyst

Create financial models and perform analysis for business leaders and finance management
Analyze financial results, trends, performance metrics, and provide variance and root cause analysis to support investment decisions
Providing assistance in the daily operational accounting activities of the Branch entities
Perform standard month-end accounting processes such as account reconciliations or financial statement analysis
Performs and critiques economic evaluation justifications for capital expenditures
Develop the methodology which describes the risks of the modules
Provide information and field questions for all matters relating to the modules

Houston, TX

Risk Capital Analyst

Houston, TX

Bogisich-Muller

Houston, TX

Risk Capital Analyst

Administration and documentation of industry working group conference calls and ensure these are run effectively and efficiently
Interaction with market participants globally in order to provide feedback to the Basel Committee consultation process on the proposed regulatory standards
Provision of updates to management and producing internal reports
Coordinating quantitative research studies to support industry arguments and presentations to the regulatory community
Preparing reports and templates in support of the consultation process and engagement with the regulatory community
Familiarity with the market risk (FRTB) and counterparty risk (CVA) Basel accords as they apply to OTC derivatives is an advantage
Assist in management of project approval workflow, leveraging existing database

present

Philadelphia, PA

Market Risk Capital Analyst

Philadelphia, PA

Torp, Adams and Braun

present

Philadelphia, PA

Market Risk Capital Analyst

present

Create and deliver presentations designed to articulate key risks to senior management
Work with external groups to present changes in capital and Risk Weighted Assets
Perform market risk RWA projections under CCAR and other stress testing projects
Perform analysis on the proposed Fundamental Review of Trading Book (FRTB)
Develop tools to better understand and communicate risk concentrations and drivers of risk and capital
Engage in extensive project work
Daily analysis and commentary on VaR, Basel 3 measures and outputs

Education Education

Bachelor’s Degree in Accounting

Belmont University

Bachelor’s Degree in Accounting

Skills Skills

Communication – ability to explain technical concepts in a simple manner and identify the core issues
Consistent exercise of independent judgment and discretion in matters of significance
Partners with team members and business leaders to develop and understand metrics packages
Partners with team members to analyze qualitative and quantitative data to determine areas of improvements including gains and in the efficiency and reliability of reporting
Consults, as necessary, with internal and external leadership. Leads and provides expertise in cross-functional projects
Ensures policy compliance between Engineering, business, and third party vendor groups
Other duties and responsibilities as assigned
Curiosity: An enquiring mind keen to understand how and why things work
Planning & Organisation: An ability to manage multiple conflicting tasks and outputs. Able to plan long term deliverables and ensure tasks are planned and completed accordingly and that any delays or complications are communicated early and resolved appropriately
Collects, processes, and analyzes data to provide high-priority recurring and ad-hoc reports

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15 Capital Analyst resume templates

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Market Risk Capital Analyst Resume Examples & Samples

Provide ongoing support and continue developing the tactical tools used for capital analysis
Establish a knowledge base within the MR Capital Analytics team such that solutions can be created when new emergency ad-hoc analysis is required
Become an expert on the various capital measures and generate analytics to provide clarity and understanding
Identify key areas of sentiivity of capital measures and assess mitigation approaches including both feasibility, risk and cost Support of the Credit Suisse market risk capital management team
Ability to explain concepts and breakdown problems
Strong knowledge of database interfacing, ability to query databases using SQL and Advanced VBA is essential
A basic understanding of financial products and historical simulation VaR
LI-DC1*

Credit Valuation Adjustments Capital Analyst & Market Risk Manager Resume Examples & Samples

Market Risk experience or similar is desirable
Proficient Excel know-how as well as overall good MS-Office skills
Flexibility, ability to work independently/part of the team and under pressure
Adaptability, multitasking, analytical skills and a fast learner
Effective written & verbal communication skills
Closing date 19th Jan 2015, competitive salary on offer

Debt & Capital Analyst Resume Examples & Samples

Maintains and seeks opportunities to enhance capital model
Supports analysis regarding issuance and liability management strategies
Conducts financial analyses

Co Op Roynat Capital Analyst Resume Examples & Samples

Enrolled in a MBA program
Motivated self starter
Strong skills in MS Word, Excel, PowerPoint and Outlook

Senior Risk Capital Analyst Resume Examples & Samples

BNYM SA/NV
BNYM Lux SA
Brussels Branch of the Institutional Bank
Advanced modelling techniques for credit, market, operational and concentration risk
Data quality management, data analysis and reconciliation processes
Forecasting economic and regulatory capitalMaintenance and use of automated stress testing tools

Energy Capital Analyst Singapore Resume Examples & Samples

Developing tailored solutions to the capital needs of individual oil and gas companies
Dealing directly with prospective borrowers/investees, alongside other team members, through transaction development and delivery
Managing existing investments through their life
Assessing country risks, including political risks, across a broad spread of countries and regions in which the upstream industry operates
Financial modelling of debt and equity transactions
Performing due diligence for potential transactions
Preparation of internal transaction approval documentation
Support for marketing, deal origination and negotiation
University graduate with a high level of academic achievement
Minimum 3 years' experience in a reputable institution (bank, asset manager or corporate) which involved extensive financial modelling training and experience
Ability to deal with multiple operating businesses and support groups across Macquarie's organisational structure
Strong financial modelling skills (Microsoft Excel)
Effective communication skills including strong written communication
Strong analytical ability and judgment
Proven ability to sustain high level of performance under pressure, even when deadlines are short
Superior interpersonal and relationship building skills, and the confidence to use them with clients and stakeholders across all levels
Enthusiasm, motivation and the ability to be proactive

Standardized Regulation Capital Analyst Resume Examples & Samples

2+ years of subject matter expertise in US Bank regulatory capital reporting
Knowledge of Federal Reserve Bank Basel II.5/III regulatory
Ability to work in a collaborative group environment

Risk Capital Analyst Resume Examples & Samples

Interaction with market participants globally in order to provide feedback to the Basel Committee consultation process on the proposed regulatory standards
Administration and documentation of industry working group conference calls and ensure these are run effectively and efficiently
Preparing reports and templates in support of the consultation process and engagement with the regulatory community
Provision of updates to management and producing internal reports
Coordinating quantitative research studies to support industry arguments and presentations to the regulatory community
The technical nature of the work on capital issues, including providing analytical and quantitative backup to policy making discussions, requires strong analytical and quantitative skills
There is premium assigned to strong verbal and written communication skills, as well as ability to interface and establish consensus
Previous experience to major banking regulatory change programs is a plus (Basel III programme)
Familiarity with the market risk (FRTB) and counterparty risk (CVA) Basel accords as they apply to OTC derivatives is an advantage
Candidates should have at least five years of experience in capital regulation of OTC derivatives and prior exposure to risk management
A quantitative qualification is preferable

Capital Analyst Resume Examples & Samples

Establish and maintain relationship with department personnel, serving as a resource on company capital process/requirements, project justification, and general corporate finance
Coordinate regular discussions with department representatives in an effort to stay current on project status, investment pipeline / roadmap. Take extensive notes to keep project and portfolio data as accurate as possible
Maintain capital portfolio database and provide regular reports on progress, capital forecasts and ad hoc requests. Prepare budget vs. actual variance analyses, and risk/opportunity tracking as necessary
Assist in management of project approval workflow, leveraging existing database
Assist departmental personnel in building analytical models that utilize both financial and non-financial data to forecast potential project returns. Conduct comparable scenario and sensitivity analyses as necessary in support of key business metrics and objectives
Proficiency with MS Office, specifically MS Excel. Experience with MS Access (SQL), Hyperion Financial Management, and/or Peoplesoft Finance a plus
Experience in financial modeling, business analysis, FP&A, business integration, analytics in a corporate environment. Advanced experience working with corporate budgeting process a plus
Ability to switch from complex to routine tasks when required
BA/BS Degree Required; preference in Finance, Accounting or related field
CFA preferred (All levels of candidacy)

Capital Analyst Resume Examples & Samples

Oversight of project authorization justification, coding, submission, and approval
Facilitation and support of annual capital budget creation and submission
Close coordination with functional leads in preparation of monthly capital outlooks
Serve as subject matter expert on capital projects and serve as the primary point of contact to the Finance department for all matters related to a respective functional area
Prepare spending analysis, reconciliations, financial metrics, and performance data where required
Perform special accounting/financial projects as needed
Bachelor’s degree or higher; or equivalent training, education and experience with positive attitude dedicated toward achieving results for the "team", as well as providing quality service and accuracy
Three to five years finance/accounting experience desirable

Market Risk Capital Analyst Resume Examples & Samples

Calculate the firm’s market risk capital. Strong knowledge of current market risk capital framework, including, VaR, Stressed VaR, IRC, CRM and Standardized Calculations, as well as CVA Capital Framework is a key requirement
Perform analysis on the proposed Fundamental Review of Trading Book (FRTB)
Perform market risk RWA projections under CCAR and other stress testing projects
Daily analysis and commentary on VaR, Basel 3 measures and outputs
Create and deliver presentations designed to articulate key risks to senior management
Engage in extensive project work

Capital Analyst Resume Examples & Samples

Providing assistance in the daily operational accounting activities of the Branch entities
Providing support in managing the preparation of monthly risk weighted assets for under Basel III
Assisting in coordination of the monthly closing process with Product Controllers, Operations, Treasury and Tax Department
Ability to interact with product controllers and operations
Preparing adjustments and other month-end close processes to support the formal financial close each month

Capital Analyst Resume Examples & Samples

Performs and critiques economic evaluation justifications for capital expenditures
Prepares financial analysis using Performa income statements, present/future value, and other calculations. -Provides management with information on all areas of cost and revenue, as requested
Provides in-depth financial analysis of corporate projects and investments

Capital Analyst Resume Examples & Samples

Supporting Month end close process including journal preparation and posting and subsequent balance sheet reconciliations, participating in month end closing meetings as appropriate
Maintain fixed asset registers for several customers
Perform all activities to a high standard and in compliance with Internal and Sarbanes-Oxley controls. This is includes maintenance of process and procedural control documentation
Identify and facilitate process improvement opportunities
Promote a customer service orientated culture within the GASSC by providing a first class service to our customers, in alignment with Service Level Agreements and Key Performance Indicators
Support GA SSC with other ad-hoc activities
Excellent communication and interpersonal skills, high levels of customer focus, personal accountability and the ability to use their own initiative as well as play a key role within a successful team
A practical understanding of general accounting policies and principles
Understanding and practical experience of purpose and application of internal accounting controls
Proficient working knowledge of Microsoft Excel
Proficient in English (written & oral)
Keen to start or display progress towards the attainment of a professional Accountancy qualification with recognised UK/Ireland Accounting Bodies ( i.e. CIMA, ACCA, ICAI or ICAEW)
A proven track record in preparing and analysing high quality Financial data
Knowledge of MFG Pro
Experience working in a multicultural environment
Practical experience of Accounting in a Manufacturing Company
Experience of working in a Shared Services Environment

Capital Analyst Resume Examples & Samples

Oversee the capital budgeting, forecasting and analysis process for UnitedHealth Care business units
Create financial models and perform analysis for business leaders and finance management
Facilitates the intake, execution and closure of capital investments for an assigned area within UnitedHealthcare
Manage the execution and quality of the end-to-end capital lifecycle process
Develop and maintain financial reports to track actual & planned results and to support investment decisions
Analyze financial results, trends, performance metrics, and provide variance and root cause analysis to support investment decisions
Perform standard month-end accounting processes such as account reconciliations or financial statement analysis
Bachelor’s degree in Accounting or Finance or equivalent work experience
3+ years of Financial and/or Accounting experience; 5-7 years of relevant experience if no college degree
Advanced proficiency level skills in MS Excel and MS PowerPoint with an emphasis on vlookups, pivot tables, etc
Hyperion Essbase, Planning and PeopleSoft Financials
Capital Investment experience including an understanding of Internal Rate of Return (IRR) and Net Present Values (NPV)

FP&A Capital Analyst Resume Examples & Samples

Monthly analysis of CapEx spending, including variance analysis & explanations for monthly presentations to leadership
Quarterly consolidation & analysis of enterprise forecasted CapEx serving as basis of Quarterly review with executive leadership team
Develop & maintenance of a predictive cash float timing model, to be used to forecast cash timing lag for CapEx spending by line of business
Identifying opportunities for enhancement within current data inputs / processes related to Capital spending
Various financial and business support functions/preparing various financial analyses, participating in the budgeting and forecasting process, and assisting the business with ad-hoc requests and special projects

Capital Analyst Resume Examples & Samples

50% Responsible for assisting in the ongoing production, analysis and reporting of capital forecast information including, but not limited to, regulatory capital under Standardized and Advanced Approaches rules, risk-weighted assets, leverage assets, and other capital regimes. Support will include capital forecasting under both baseline and stressed conditions and will encompass business as usual forecasting, CCAR regulatory annual forecasting, and bi-annual DFAST regulatory forecasting processes. The scope of regulatory capital regime analysis will span current regulatory capital regimes, proposed regulatory rule changes, and international requirements applicable to the Company’s parent companies BTMU and MUFG. Supporting the capital forecasting related processes will also require the CA to facilitate and collaborate with key stakeholders across the Company
30% Responsible for collaborating with colleagues in Treasury Capital Management to support the maintenance and enhancement of capital forecasting systems and tools, associated processes, and related documentation. The CA will be accountable for ensuring compliance with the Company’s End User Control, Change Management, and documentation policies as applicable and required
20% Responsible for supporting the integration of capital related analytics into CAP reporting used in providing stakeholders, inclusive of governance committees, executive management, the Board of Directors, regulators and others, with key and critical information regarding the Company's capital performance and adequacy

Senior Credit Capital Analyst Resume Examples & Samples

Identify and investigate material movements in RWA numbers
Liaise with managers within the GRG, Retail and Corporate Divisions to create value added commentary and analysis in respect of Pillar 1 and Pillar 3
Coordinate the reporting inputs and conduct governance meetings leading up to the Pillar 1 sign off
Be responsible for Operational Risk within the team
Seek out and deliver on process improvement initiatives
Have excellent Excel, Access and VBA skills
Be experienced in SAS or SQL querying and strong MS
Understand the banking business and products
Have an enquiring mind with a logical approach to problem solving

Working Capital Analyst Resume Examples & Samples

Efficient computer skills including Microsoft Office applications
Ability to learn quickly and to drive change　
Ability to make process improvements

Expansion Capital Analyst Resume Examples & Samples

Superior academic and performance record
Minimum 2 year experience from a leading private equity fund, investment bank or financial services firm
Bachelor's degree in business, economics, accounting or related discipline preferred
Working knowledge of credit, accounting, credit policy and financial statement analysis
Strong Excel, PowerPoint and modeling skills
Distinguished organizational skills
Excellent written and verbal presentation skills

Capital Analyst Resume Examples & Samples

Curiosity: An enquiring mind keen to understand how and why things work
Planning & Organisation: An ability to manage multiple conflicting tasks and outputs. Able to plan long term deliverables and ensure tasks are planned and completed accordingly and that any delays or complications are communicated early and resolved appropriately
Communication – ability to explain technical concepts in a simple manner and identify the core issues
Coding – experience in software coding, preferably Igloo
Actuarial Experience: Expected to have a two years of relevant experience within the non-life insurance industry, with a significant focus on capital

Capital Analyst Resume Examples & Samples

Must be able to overcome resistance/obstacles to achieve objectives
Maintain a rigorous process to ensure requirements are fulfilled
At least 2 years experience within a Finance function within a commercial environment, preferably in a multi-site operation, with a bias towards either P2P (purchase to pay), R2R (record to report) or treasury
Computer literate with strong Excel skills, minimum of intermediate level
Working knowledge of IAS16 and FRS15 as well as UK/US GAP. Some knowledge of USALI preferred

Venture Capital Analyst Resume Examples & Samples

Conduct technology research such as market mapping and macro trends in multiple industries pertaining to Agriculture, Food, Feed, Transportation, Alternative data, and Enterprise technology
Review data, records, and financial projections to participate in company pitches
Support the Managing Director of Corporate Venture Capital in overseeing deal flow funnel and help build processes to scale it efficiently
Develop strong investment processes and assist in drafting the investment memo
Perform financial analysis to model investment trajectories and exit, as well as leading preliminary and deep dive due diligence on target and pipeline companies
Entrepreneurial Self-Starter
Financial modeling and data skills
Bachelor’s degrees in finance, Master’s preferred
3-5 years experience in a venture capital analyst role, or experience in Agriculture & Food Mergers and Acquisitions
Strong financial analysis experience in portfolio investments

Counterparty Credit Infrastructure & Capital Analyst Resume Examples & Samples

Assist in the preparation and completion of all required FR Y-14 templates for Counterparty Risk with ownership over certain aspects of the deliverables, including variance analysis
Build expertise in regulatory instructions; assist in instruction interpretation and assessment of impact
Complete comprehensive review of data inputs and results to identify and resolve data quality issues, errors, and inconsistencies in data reporting and usage
Maintain process documentation to reflect steps and decisions undertaken to complete deliverables
Identify and implement methods for improved operational efficiency and productivity
Drive requirements and participate in testing of technology projects to improve exposure methodology, stress testing capabilities, and reporting functionality
Develop strong partnerships with other functional areas to gain understanding strategic key risk management initiatives, underlying business drivers and issues relevant to the Counterparty Credit Risk infrastructure and stress testing process
Experience with and knowledge of CCAR/DFAST regulatory stress testing initiatives is a plus
Knowledge of traded products and sound understanding of basic quantitative concepts relating to credit exposure, risk sensitivity and stress testing
Strong analytical and quantitative skills, must be very good with Excel with ability to summarize and interpret results from a large quantity of data
Thoroughness and attention to detail, high level of accuracy
Excellent problem solving skills and ability to think creatively and offer solutions around tactical and strategic remediation
Strong written and verbal communication skills with the ability to partner closely with peers and senior management across geographically distributed and functionally diverse workgroups
Self-starter, strong initiative, ability to take ownership and work independently to deliver quality results under high pressure and tight deadlines
Strong time management skills and comfort with dynamically shifting priorities, timelines, and demands
Relevant experience such as credit or market risk management, stress testing or supporting functions, a derivatives front or middle office area, or related is a plus
Ability to be a team player and help drive consensus at broader forums on a shared agenda

Northwestern Mutual Capital Analyst Resume Examples & Samples

Bachelors Degree in Business Administration or relevant degree with coursework in finance and/or accounting and/or information systems, depending on the job responsibilities
One to three years of related experience
High level of initiative and motivation to learn
Experience in Excel and Visual Basic and/or C++, depending on the job responsibilities

Working Capital Analyst Resume Examples & Samples

As a Working Capital Analyst you will develop commercial partnerships with internal and external stakeholders to maximize customer satisfaction and company profitability
Develop close working relationship with our offshored function (Global Service Centre)
Ensure all internal and external customer queries and disputes are handled promptly & correctly
Ensure GSC’s effective cash collection from all Customer groups and optimized payable terms to

Impairment & Capital Analyst Resume Examples & Samples

Data - Colleagues need to have a deep knowledge of data sources to carry out risk measurement analyses. Detailed knowledge of risk data is required (particularly risk measurement and portfolio risk data) as well as understanding of techniques and ideas to streamline and optimise risk measurement activities and processes. Where required, support will be provided to help colleagues build up their knowledge in this area
Analysis - Ability to carry out detailed and highly complex analyses to understand portfolio performance and drivers of impairment and capital
Communication - Results of analyses will need to be presented to senior stakeholders (both technical and non-technical) in a clear and concise manner
Impairment accuracy and integrity though analytics, appropriate use of accounting/financial techniques/tools and attention to detail
Maintain management information on impairment and capital metrics e.g. stock coverage ratio and capital demand by segments
Manage regular monthly/weekly impairment and capital processes that determine impairment stock/charge and regulatory capital. Carry out ad hoc investigations and analysis into portfolio performance, new models and regulatory/policy changes
Present and communicate results to senior management and other stakeholders
Facilitate a culture of decision making through provision of robust and accurate analyses
Embed Barclays Behaviours in personal behaviour and encourage them among colleagues
Identify any issues regarding inadequate tools or access to data and escalate as appropriate
Take an active role in team discussions and seek to contribute to all team discussions
Keep colleagues, clients and/or relevant third parties regularly updated as to progress on particular tasks
Calculation of monthly impairment and capital numbers ensuring the final numbers are accurate, aligned with internal and external regulatory policies and accounting treatment. Any unexpected results are investigated and explained and where necessary escalated to management
Review management information on impairment and capital metrics to ensure he/she has a deep understanding of portfolio performance and flag areas of concern to management
Maintain MI/tools and ensure output from these is accurate and updated on a regular basis. Identify any issues regarding inadequate MI/tools or access to data and escalate as appropriate
Produce impairment/capital outlook to sustain capital management activities in the organisation, with participation at meetings with other Barclays stakeholders e.g. Capital Reporting and Financial Control
Support forecasting and stress testing processes for impairment and capital by ensuring data and MI for actuals are correct and reconciled to golden sources
Provide data and analysis to support decision making and be able to communicate/present results of analysis to both technical and non-technical audiences e.g
Analytical skills - ability to deal with complex problems/issues, hypothesis testing via data analysis
Data management/analysis skills – Experienced in SAS/SQL and other widely available data analytics tools
Clear and concise communication to present results of analyses up MD level
Project management skills to ensure delivery across multiple objectives, ability to prioritise their workload across projects and across teams

Risk-capital Analyst Resume Examples & Samples

Providing regulatory capital advisory support to Retail Product areas, Finance and Group Risk in proactive and efficient manner
Supporting capital analysis, commercial advisory and reporting of retail portfolios to meet regulatory information requests and internal purposes
Performing quarterly regulatory and economic capital reconciliations and analytical reporting by business, and advise senior management and business units on changes in usage and performance measurement
Understanding product data systems to ensure capital data integrity is maintained and that regulatory treatment changes are implemented correctly
Supporting model building needs of the capital management framework, including assisting in IRB model analysis and re-calibration
Identify and explore opportunities to improve monitoring of capital models and behavioural scorecards using Tableau and Alteryx
Respond or co-ordinate responded to regulatory requests

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