Fin Analyst Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the fin analyst job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

M Bashirian

Mariah

Bashirian

632 Crawford Land

New York

+1 (555) 177 0030

632 Crawford Land

New York

Phone

p +1 (555) 177 0030

Experience Experience

Detroit, MI

Fin Analyst

Detroit, MI

Hickle-Collier

Detroit, MI

Fin Analyst

Partnering with the Middle Office and Finance teams in other countries for month-end PL and BS close
Perform testing for any changes in PDST and CORP SAP as part of enhancements and/or projects
Monthly preparation of financials package for various business lines including revenue and expenses (provide transparency to business on various costs/expense allocations), balance sheet control, and balance sheet
Analysis and communication of Futures and Options Business revenues including weekly trending, YTD revenue by country, and interest income estimates
Participate in business initiatives and various global projects. This includes review of process flow, accounting treatments, margin optimization, Risk Weighted Assets, etc. SOX compliance
Support business decision making process by providing various analyses and ad hoc requests
Drive and Support standard data, tools, templates, process ensuring efficient & consistent data delivery to customers

Houston, TX

Life Fin & Inforce Analyst

Houston, TX

Schimmel-Dietrich

Houston, TX

Life Fin & Inforce Analyst

Receives, reviews, and processes requests for loans, surrenders, reinstatements, and withdrawals; ensures compliance for Regulation 60, Replacement, and 1035 Exchange cases
Provides direction and assistance to customers requiring in-depth knowledge of policy contracts, benefit plans, provisions, conversions, structured settlements, tax laws, SEC regulations, insurance replacement regulations, pension trusts, estates, etc
Follows through as necessary to finalize any changes resulting from completed transactions
Partners with other business units to ensure successful implementation of corporate initiatives
Other related functions include; review and process request for cash surrenders, loans, withdrawals and quotes. Ensures compliance for replacement and 1035 exchange cases
Provide direction and assistance to customers requiring policy provisions
Follows through as necessary to finalize and complete transactions

present

Dallas, TX

Senior Fin Risk & Ctrl Analyst

Dallas, TX

Parker, Quigley and Graham

present

Dallas, TX

Senior Fin Risk & Ctrl Analyst

present

Working with Internal Audit, External Auditors and other key stakeholders in assessing the effectiveness of internal controls
Personal loan assistance
Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
Continuing education development
Performance of walkthroughs with business unit contacts and assessment of the design of internal controls for assigned cycles
Professional development growth opportunities through in-house classes and over 150 Web-based training courses
An educational assistance program to financially help employees seeking continuing education

Education Education

Bachelor’s Degree in Accounting

Adelphi University

Bachelor’s Degree in Accounting

Skills Skills

Ability to work independently and ability to partner with other areas in the organization which could include members at an Executive level
Advanced Excel skills including working knowledge of pivot tables, macros and functions
Technical Skills - Knowledge of Microsoft Products (Word and Excel)
Previous Fixed Asset Experience including Accounts Payable and General Ledger
Strong written and verbal communication skills
Access
Oracle
Ariba
Analytical Abilities/Financial Acumen/Problem Solving
Effectively Work with Others/Business Partnering

Create a Resume in Minutes

13 Fin Analyst resume templates

Read our complete resume writing guides

Interm Fin Analyst Resume Examples & Samples

Bachelors degree in Acct/Finance
1 - 4 years accounting/finance experience
Strong communication and business partner skills along with ability to meet multiple deadlines accurately
Microsoft Excel intermediate experience
Excellent written and oral communication, presentation, analytical and technical skills are required
Good communication and partnering skills
CPA or CPA candidate preferred
Big 4 experience preferred
Experience in the Financial Services industry

Analyst Fin FP&A Resume Examples & Samples

Strong skill and experience in data management
Demonstrated ability to communicate within BlackRock, including Finance, both locally and across geographies
CA and/or MBA or equivalent qualification preferred
Facilitation skills to review processes

Fin Analyst Resume Examples & Samples

Daily PL and BS substantiation and commentaries
Partnering with the Middle Office and Finance teams in other countries for month-end PL and BS close
Preparation and analysis of client profitability across Equity Asset Management Services
Monthly preparation of financials package for various business lines including revenue and expenses (provide transparency to business on various costs/expense allocations), balance sheet control, and balance sheet
Analysis and communication of Futures and Options Business revenues including weekly trending, YTD revenue by country, and interest income estimates
Support business decision making process by providing various analyses and ad hoc requests
Participate in business initiatives and various global projects. This includes review of process flow, accounting treatments, margin optimization, Risk Weighted Assets, etc. SOX compliance

Fin Analyst Resume Examples & Samples

Previous Fixed Asset Experience including Accounts Payable and General Ledger
Technical Skills - Knowledge of Microsoft Products (Word and Excel)
Bachelor's Degree in Accounting (Finance or Business Preferred) or equivalent work experience
Fluent in Brazilian Portuguese and English, both written and verbal
Insight
Ariba
1 or more years of relevant experience

Senior Fin Risk & Ctrl Analyst Resume Examples & Samples

Annual review of process documentation company-wide (i.e., flowcharts, internal control matrix)
Performance of walkthroughs with business unit contacts and assessment of the design of internal controls for assigned cycles
Evaluate the operating effectiveness of internal controls for assigned cycles; including the coordination of all required work needs with the respective business units, and the external auditors
Development and maintenance of strong relationships with multiple stakeholders, including internal / external customers and auditors
Coaching and development of team members, while maintaining organizational and professional ethical standards and exercising initiative and independent judgment
Evaluating the existence, design effectiveness of processes and controls, including testing of controls to ensure that they are operating and that there is sufficient evidence of procedures being performed. Key steps will include
Designing control audit programs
Testing of controls
Communicating exceptions resulting from the testing phase to the appropriate level of management for remediation
Coordinating, assisting, and reconfirming to ensure that exceptions are appropriately resolved
Ensure that appropriate and required documentation in support of key processes and controls are maintained. Responsibility will include
Provide guidance to management of the business units regarding the creation of the required documentation in accordance with Franklin Templeton Standards
Monitor to ensure that the inventory of documents is current and up-to-date
Consulting with management of the business units in the design and implementation of new or enhanced processes, with the goal of strengthening controls, meeting business objectives and meeting corporate governance requirements
Working with Internal Audit, External Auditors and other key stakeholders in assessing the effectiveness of internal controls
Develop a strong, motivated and skilled professional staff to meet the changing needs of the business and ensuring that appropriate career feedback and training is provided
Continuing education development
Three to five years of combined experience in internal or external auditing, SOX compliance practices
Bachelor’s Degree in Accounting or Finance. Advanced degree a plus
Big 4 Public Accounting experience preferred
Experience with providing advisory support to business unit leaders in the identification and design of controls, remediation of exceptions and process improvement initiatives will be viewed favorably
Work experience in the investment management industry and/or financial sector
Possess a strong understanding of the COSO framework, Sarbanes-Oxley Act (Sections 302 and 404), financial reporting risks, internal controls, US GAAP, and IFRS, with the ability to make control recommendations to successfully mitigate key risks
Solid understanding of business process risk analysis and financial controls testing, in order to design and assess key financial reporting controls testing
Demonstrate the ability to convey clear insights and thought leadership
Be a strong team player, with the ability to multitask and work in cross-functional teams, in order to cultivate leadership abilities and develop operational and financial management skills
Possess a strong work ethic, high degree of motivation and the ability to contribute to a positive team attitude; proven dedication to teamwork, leadership and integrity within a professional environment
Be results driven, able to lead and influence without authority and be flexible with good work prioritization skills
Demonstrate initiative, strategic thinking, sound reasoning, business acumen, and analytical skills
Present complex analysis with clarity and professionalism
Be comfortable interacting with senior level management while portraying a strong professional image
Possess analytical reasoning, creative problem-solving abilities, and strong interpersonal skills
Demonstrate a confident and well-developed communication style, both written and spoken, that establishes credibility and facilitates a clear understanding of SOX issues and influence change where appropriate
Possess well developed project management skills with the focus on timely completion of tasks and ability to identify and assess a changing array of risks
Proficient computer skills including applications within the Microsoft Office suite, including MS Word, Excel, Visio, and related MS Office applications. Ability to learn new or unfamiliar software applications through research, training, and self-instruction

Fin Institutions Analyst Resume Examples & Samples

Knowledge of Access databases
Federal Reserve Settlement process
Knowledge of FX and/or Wire Transfers and/or Letters of Credit desirable

Corp Inv Quant Fin Analyst Resume Examples & Samples

Experience with SAS, R, C++ or Python in a UNIX/LINUX environment
MS Degree in a quantitative field
Ability to work well in a cooperative, time-sensitive, market-driven environment
Ability to manage multiple priorities with minimal supervision
Ability to work individually and with the group on complex problem solving; analytical skills, critical thinking and a strong desire to learn
Experience with or academic exposure to statistics
Experience with or academic exposure to time series analysis, financial theory, derivatives pricing, stochastic calculus and other quantitative analytical techniques
Understanding of economics and financial markets, especially with mortgages
PhD preferred

Senior Competit Res Analyst, FIN Resume Examples & Samples

Ability to collect and synthesize complex and qualitative information, making it relevant, understandable and actionable for stakeholders
Strong ability to communicate orally and in writing; preference for experience with successful senior management presentations
Analytical and strategic thinking abilities, along with the ability to see the big picture
Experience critically reviewing and summarizing findings
Record of cross-functional project management, with the ability to work collaboratively
Proficiency in MicroSoft Office applications; experience with Intelligence aggregation technology a plus

Fin Analyst Resume Examples & Samples

Support Member of the CORP SAP Change Control Team responsible for ensuring data and project support needs by work-stream are addressed
Daily data governance of the PDST environment including but not limited to managing Global Master Data, synchronized teamwork with HRIS on DEPT table audits, closed loop data plans for PDST/PSoft including data output, validation, analytics and input of updates back into PDST/PSoft in an efficient and accurate manner
Act as a liaison between the internal customer and Corporate SAP IT team to identify business processes, system and product requirements
Perform testing for any changes in PDST and CORP SAP as part of enhancements and/or projects
Drive and Support standard data, tools, templates, process ensuring efficient & consistent data delivery to customers

Senior Analyst, Fin-mfg Resume Examples & Samples

Analyze, trend, and forecast labor and expense costs
Build detailed analysis of raw material variances and performance
Assist in new product standards development and annual budget build
Assist facility in adhering to company purchasing policies and projects
Month-end accruals, re-classes, and reconciliations
Assist with SOX testing, internal control audits, and compliance

Fin Act Analyst Resume Examples & Samples

A degree in Accounting, Finance or related field OR related business experience
Two - four years of relevant work experience
Intermediate to advance English proficiency
Intermediate to advance Excel proficiency

Senior Analyst, Fin-bbp Resume Examples & Samples

Support BU planning and forecasting processes including monthly Kraft Heinz Business Management cycle (IR, EVP, MPR, Gap Closing), major forecasts, Strategic Plan, and Annual Operating Plan
Analytical support on business results and achieving financial targets (e.g. trade opps/risks, A&C efficiencies, etc.)
Strategic planning, modeling, analytics and preparation of management summaries/ presentations
Analytical support on BU strategic initiatives
Cross-category analytics on pricing actions/sensitivities
Provide linkage to enterprise-wide process improvement initiatives and leverage best practices to improve, streamline and harmonize internal practices
Support for potential M&A work
Significant ad hoc opportunities for leadership and analytics
BS in Finance-Accounting or Business Administration required
Minimum of 2 years of experience in Finance/Accounting required
FiT and SAP skills desired
Prior Category, Corporate FP&A and/or BU experience preferred
Demonstrated strong analytical skills and broad business acumen
Ability to manage multiple projects concurrently
Ability to work autonomously and think independently
Excel technical skills along with systems agility
Ability to recognize opportunities to simplify processes and create efficiencies

Life Fin & Inforce Analyst Resume Examples & Samples

Receives, reviews, and processes requests for loans, surrenders, reinstatements, and withdrawals; ensures compliance for Regulation 60, Replacement, and 1035 Exchange cases
Provides direction and assistance to customers requiring in-depth knowledge of policy contracts, benefit plans, provisions, conversions, structured settlements, tax laws, SEC regulations, insurance replacement regulations, pension trusts, estates, etc
Performs research and analytical work to provide accurate, timely, and suitable responses to inquiries
Follows through as necessary to finalize any changes resulting from completed transactions
Partners with other business units to ensure successful implementation of corporate initiatives
Other related duties as assigned or required
1-+ years of related work experience
Bachelor’s Degree Preferred

Interm Fin Analyst Resume Examples & Samples

Bachelor’s degree ( Accounting / Finance preferred)
3-5 years Finance Operations experience
Microsoft Office - Excel intermediate experience
Excellent written and oral communication, presentation and analytical skills are required
Knowledge of SAP ledger and reporting suite
Master Data Management experience
Familiarity with financial reporting tools

Acct / Fin Analyst Resume Examples & Samples

Bachelor's Degree in Business, Accounting, Finance, or equivalent experience
Two to four years related work experience or zero to two years experience with an advanced degree or professional certification (CFM, CMA, CPA)
Professional certification (CFM, CMA, or CPA) or advanced degree
Good ability to read and interpret technical research and reports and apply information to specific business situations

Gbl Corp Function Fin Analyst Resume Examples & Samples

Understand the standard processes and work based on them
Identification of client needs and propose supervisor a solution to attend these needs
Analysis development and reconciliation – includes forecast, actual results and data for business analysis
Accounting and Forecasting
Higher education degree (or working towards it) in Finance or Accounting
Attention to detail, pride in being accurate
Ability to independently manage work activity and take directions for multiple customers
Desire to add value and continuously improve
Current understanding or willingness to learn the Accenture Economic Model
Strong English & Excel skills

Interm Fin Analyst Resume Examples & Samples

BS/BA required (Computer Information Systems/Finance/Accounting preferred)
Strong computer systems / systems architecture knowledge, advanced reporting capabilities (i.e. SQL, VBA, Tableau, Cognos, advanced Excel, Access, etc), data mining, modeling and manipulation
Strong business partner skills and communication skills in working with technology partners
Ability to meet multiple deadlines accurately and efficiently
2+ years of technology, accounting or financial analysis work experience
Oracle/In$ight /SAP/eLedger or relatable general ledger systems experience
Operational reporting experience
Coding (SQL Writing, VBA, etc)
Concur Knowledge
Ariba Knowledge

Interm Fin Analyst Resume Examples & Samples

Bachelor’s degree in Accounting, Finance or relevant field
2-4 years of experience in a related area
SAP and Oracle knowledge
Expertise in MS Excel (creating spreadsheets and using advanced formulas)
Keen eye for detail

Interm Fin Analyst Resume Examples & Samples

Must have a Bachelors degree (preferred Accounting/Finance)
Have 1-4+ yrs of experience performing month end close, journal entries, accruals, charge-outs, preparing balance sheet reconciliations (working with balance sheets/income statements) and processing invoices
Strong excel skills (comfortable working with V-look ups, pivots, etc)
Must be able to build strong relationships with key stakeholders
Be a self starter, self motivated

Fin Analyst Resume Examples & Samples

Prepare monthly budget variance analysis and forecasting reports for business review. Prepare monthly key performance indicator metrics reports. Maintain tables and databases. Update financial and business models as necessary. Track and report on special projects and initiatives. Perform consolidation and analysis on annual strategic and financial planning. Prepare ad hoc reports, analysis and conduct special projects as necessary. Participate in process improvement projects. Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals
Ability to work independently and ability to partner with other areas in the organization which could include members at an Executive level
Advanced Excel skills including working knowledge of pivot tables, macros and functions
Intermediate to advanced expertise using PowerPoint and Word
Working knowledge of SAP and SAP BPC 10.0 or higher preferred

Life Fin & Inforce Analyst Resume Examples & Samples

May need to provide interpretation of policy provisions, insurance guidelines, and abide by state laws
Identifies contestable or complex claim situations
Performs analytical work to provide accurate, timely, and suitable responses to inquiries
Other related functions include; review and process request for cash surrenders, loans, withdrawals and quotes. Ensures compliance for replacement and 1035 exchange cases
Provide direction and assistance to customers requiring policy provisions
Follows through as necessary to finalize and complete transactions
Partner with other business units to ensure successful implementation of corporate initiatives
Demonstrates most individual contributor key competencies, including analytical and decision making skills
Provides direction and assistance to customers requiring in-depth knowledge of policy provisions and terms
High School Diploma with equivalent business experience
Bachelor’s degree in related field or equivalent experience
Attention to detail, including and not limited to data entry
Basic knowledge of insurance products and workflow desired
1 to 3 years of insurance industry experience a plus
Acts with appropriate sense of urgency
Easily adaptable to changes in business processes, work priorities and work environment
Quality driven
Proficient in excel, word, data entry and keyboard skills

Acct / Fin Analyst Resume Examples & Samples

Serves as a project leader for an assigned group of less-experienced accountants/financial analysts. Manages a multiple-step, complex project, or several smaller less complex projects simultaneously. Recommends action plans to management and leads implementation
Reviews reports, financial statements, journal entries prepared by others. Prepares complex reports with multiple input sources or in-depth calculations
Works with management to identify and develop enhanced reporting. Evaluates current reporting tools and processes. Recommends alternative methods and tools to management. Incorporates new tools and processes into existing environment. Trains impacted users
Prepares variance analysis of business results to provide management with feedback on achievement of goals. Recommends corrective actions
Evaluates major changes in regulations affecting accounting requirements. Reviews technical accounting and regulatory literature and identifies applicability to TCF. Recommend action plans to management and leads implementation of action plans
Develops internal controls, policies, and procedures. Updates documentation of account descriptions, reconciliation procedures, and accounting policies
Bachelor’s degree in Business, Accounting, Finance, or equivalent work experience
Six to eight years related work experience or four to six years’ experience with advanced degree or professional certification (CFM, CMA or CPA)
Advanced end-user computing skills
Strong leadership and project management experience
Strong ability to read and interpret technical research and reports and apply information to specific business situations
Advanced organization skills
Experience with Oracle general ledger

Senior Analyst, Fin-fs Resume Examples & Samples

Provide team-thought leadership in Revenue Management via analytically based recommendations that are translated into business results
Drive profitable growth strategies by assessing, recommending and activating pricing, promotion and mix opportunities
Develop long range pricing, promotion and mix strategies
Bachelor’s degree required; STEM background is a plus / MBA or business education is also a plus
2+ years of working experience in consulting firm, financial institution, accounting firm or company, or role performing heavy data analytics, is required
Solid financial acumen
Customer facing experience to sell plans to customers
Solid presentation development & delivery skills to groups of 2 to 100 (Field releases)
Strong interpersonal skills to influence and sell recommendations internally
Systems knowledge a plus: Nielsen tools (e.g. Answers on Demand, Price Explorer, RPM, Assortman), SAP, Regression Analysis, Market Track, promotion evaluation tool, etc

Analyst, Fin-sc Resume Examples & Samples

Financial Planning & Analysis – Gain a total company perspective while focusing on planning and communication skills
Category Finance –Deep dive into a brand to understand its products and the market it competes in. Roles focus on business acumen and customer focus
Supply Chain Finance – In depth exposure to the procurement, manufacturing and distribution of our products to understand the entire supply chain. These roles focus on process excellence and decision making skills
Corporate Functions – Gain an understanding of the company’s accounting and financial processes and internal controls. Provide key support to business units and all functions. Roles focus on informing, planning and process improvement
A minimum of 2+ years of experience in Finance/Accounting
Hyperion and SAP skills desired
Proven strong analytical, interpersonal and organizational skills
Demonstrated problem-solving skills a must
Motivated self-starter with ability to manage multiple priorities and work
Independently
Comfortable dealing with ambiguity