Finance Analytics Resume Samples
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Finance Analytics Resume Samples
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CS
C Schiller
Christy
Schiller
29700 Arnoldo Point
Detroit
MI
+1 (555) 704 2608
29700 Arnoldo Point
Detroit
MI
Phone
p
+1 (555) 704 2608
Experience
Experience
Houston, TX
Global Consumer Products Finance & Business Analytics
Houston, TX
Langworth Group
Houston, TX
Global Consumer Products Finance & Business Analytics
- Develop business insights and analysis capabilities to support competitive benchmarking, dashboard development and key performance metrics for business
- Partner with business teams to provide modeling, financial management, strategic insights and business development support
- Correspond with agents to make sure monies are being paid including working with collections and tax teams
- Work with licensees and agents to ensure accuracy of royalty reporting including identification of under-reported royalty revenue and overages
- Review monthly and quarterly revenue by property by licensee and category and provide updates and analysis to respective teams and department head
- Key department contact for Corporate Finance and for IT for contract database management systems
- Lead point of contact for NPD and other research companies to aid benchmarking against other properties
Philadelphia, PA
Finance Analytics Specialist
Philadelphia, PA
Ward, Hilll and Raynor
Philadelphia, PA
Finance Analytics Specialist
- Provide analytical support across all areas of Personal Banking & Mortgage businesses (Mortgages, Savings, Consumer Lending, Current accounts & Insurance for Community Banking and Premier), work with stakeholders from all levels to inform critical business decisions
- Play a key role in the development of Finance Information approach/strategy
- Provide leadership, guidance and development for the teams in the UK and Chennai
- Key specific accountabilities
- Conduct Ad hoc and pro-active analytics to inform business critical decisions
- Continuous monitoring of financial performance and provide useful insights to stakeholders for driving improvement in business performance
- Build effective stakeholder relationships across finance and beyond
present
Boston, MA
Finance Analytics Lead
Boston, MA
Pagac, Farrell and Olson
present
Boston, MA
Finance Analytics Lead
present
- Developing new operating models with SIs that work on the basis of risk and reward
- Manage product performance: usage, delivery OTIF, etc
- Develop talent within team
- Drive a high performing team culture
- Provide effective communications to key business and IT stakeholders
- Define the functional strategic roadmap and exploit opportunities in technical innovation to deliver increasing business benefits
- Ensure value through business-case driven decision making
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Towson University
Bachelor’s Degree in Finance
Skills
Skills
- Good knowledge of data analysis techniques
- Drove business decisions through profitability analysis / data insight
- Detail oriented with strong problem solving, organizational and analytical skills
- Ability to multi-task, set priorities, coordinate priorities with team members and work with minimal direction
- Excellent communication skills
- Strong work ethic and initiative
- Highly customer focused
- Good planning / organisational skills
- Meticulous attention to detail
- Experience using and developing outputs for reporting and visualization tools (Qlikview, Tableau, Cognos or similar)
15 Finance Analytics resume templates
Read our complete resume writing guides
1
Prime Brokerage Finance Business & Client Analytics Role Resume Examples & Samples
- Global PB Business and Client Metrics, including budgeting and forecasting
- Identifying trends in client revenue and recognizing commercial opportunities
- Driving the creation of client metrics for PB management
- Collaborating with PB disciplines (Sales, CI, Client Service, and Risk) and stock loan in the evaluation, approval, and pricing of new business
- Interfacing with clients on pricing, funding, and liquidity questions
- Driving PBBI (Prime Brokerage Business Intelligence) technology – including development of creative solutions and prioritizing technology resources
- Partnering with other areas adjacent to PB including BRM, ISG Alco, Treasury, and Risk with respect to the preparation and presentation of information to regulatory bodies
- Providing support to senior team members in the production of business and client metrics including
- Development, and maintenance of ongoing reporting of revenues, balances, and profitability
- Ownership of key account metrics including client segment analysis, tiering, client PBT, and ROA production and review
- Preparing regular and ad hoc analyses for PB sales and SRM in advance of client meetings and pitches, including Business Mix analysis
- Work closely with IT to develop and implement solutions in line with business needs
- Liaising with FCG in the preparation of monthly business level analytics including product attribution and spread analysis
- Ability to take direction and work seamlessly on multiple projects
2
Finance Manager Epm Analytics Resume Examples & Samples
- Collaborates with Domestic Sales organization to develop analysis and reporting to improve sales performance
- Develops new reports as necessary to improve the Domestic Sales organization's efficiency
- Management of Direct Reports - Provides effective management of direct reports
- Establishes and communicates performance objectives and expectations
- Holds employees accountable for achieving results and coaches them on ways to enhance their performance
- Provides employees with development opportunities to expand their capabilities
- Motivates employees by acknowledging results and rewarding those contributions appropriately
- Conducts effective and on-going feedback sessions with employees, which includes the annual performance review discussion
- Microsoft Excel (highly skilled)
- Microsoft Access (skilled, including writing queries, report development)
- SAP R/3, Business Warehouse
- Salesforce.com
- Minimum 8-10 years related work experience
- Familiarity with financial modeling tools
- Strong interpersonal skills - ability to communicate with executive level
3
Mra Finance / Analytics Manager Resume Examples & Samples
- Bachelor’s Degree in Accounting, Finance, Economics or a related field
- Training, Facilitation, or Presentation experience
- Strong SQL knowledge
- Comprehensive knowledge of Microsoft Office Word, Excel, PowerPoint
- Experience with Senior Products (Medicare Advantage) Finance
- Previous health insurance industry experience working in a Finance/Analytics department
- SSRS/SSIS Experience
- EDW/CAS/Service Fund Experience
4
Finance & Data Analytics Resume Examples & Samples
- Build financial models related to product and customer segment economics using MS Excel
- Review and analyze competitor financial statements
- Synthesize information into slides that will be used for senior management presentations; create presentation drafts
- Interact daily with members of the NFG Product Strategy & Development team
- Master’s/Advanced Degree in Business Administration or Finance a plus
- CPA, CFA or other advanced certifications a plus
- Interest in the Consumer Finance space and developing innovative products
- Knowledge of accounting and financial concepts, in particular as it pertains to banks and consumer finance products
- Strong verbal and written skills, and intermediate presentation skills
- Intermediate-level ability with MS Excel, PowerPoint and Word; experience with statistical analysis packages (e.g., S-Plus, Matlab) a plus
- Intermediate-level ability retrieving/accessing information from a management financial reporting system such as Oracle Hyperion a strong plus
5
ICG Finance Market Analytics Resume Examples & Samples
- 10+ years of experience within Financial Services
- Must have prior experience with Fixed Income and Equities business
- Possess a sound understanding of financial drivers, and their influence on the market
- Prior experience with Oracle Essbase, Pearl, JADE, Business Objects, a plus
- Advanced Excel and MS Office skills required
- Prior planning and forecasting experience required
6
Finance & Analytics Intern Resume Examples & Samples
- Knowledge of financial data analytics and cost control techniques
- Demonstrated proficiency in Microsoft Office (Outlook, Word, Excel and PowerPoint)
- Organizational and planning skills, as well as an intense attention to detail
- Strong oral, written and interpersonal communication skills
- Creative problem solving and analytical skills, with the ability to translate results for clients
- A positive attitude that can work well in a team environment or independently
- Ability to handle multiple competing priorities in a fast-paced and rapidly changing environment with tight deadlines, while maintaining high accuracy levels
- Availability of 16-29 hours per week throughout the Fall 2016 semester
- Familiarity with SAP and its supplemental reporting systems
- Previous work or classroom experience with a statistical package (e.g., SAS, SPSS, Minitab)
- Junior or Senior currently pursuing (or recently graduated with) a degree in Finance, Accounting, Economics, Statistics, Mathematics or related business or analytical field
7
Finance Data Management & Analytics Group Manager Resume Examples & Samples
- Manages the process to translate business requirements into new data models and ETL processes used for transaction systems and BI analytic reporting models
- Acts as scrum master for the Finance Data Management & Analytics information delivery development team
- Consults with end users and business analysts to analyze data, business requirements, and business processes
- Mentors developers on best practices related to Data Modelling and Data Transformation solution design and development
- Maintains currency in emerging technologies specific to Database, Data Transformation, and Analytic reporting capabilities
- 10+ Years managing diverse teams (onshore & offshore) in the design, development, & support of complex analytic reporting models
- Experience in Agile (scrum) Project Management
- Experience in Enterprise ETL design and development
- Proficiency in data modeling for relational and columnar database systems
- Advanced proficiency in SQL
- Experience with data delivery via Enterprise Business Intelligence tools
- Demonstrated ability to deliver assigned projects on time and achieving user expectations
- Ability to work in a flexible, team-oriented, environment
- Versed in “team based” developmental concepts and life-cycle management tools and principles
- Financial Services Industry experience a plus
8
Finance Analytics Specialist Resume Examples & Samples
- Provide analytical support across all areas of Personal Banking & Mortgage businesses (Mortgages, Savings, Consumer Lending, Current accounts & Insurance for Community Banking and Premier), work with stakeholders from all levels to inform critical business decisions
- Play a key role in the development of Finance Information approach/strategy
- Provide leadership, guidance and development for the teams in the UK and Chennai
- Conduct Ad hoc and pro-active analytics to inform business critical decisions
- Continuous monitoring of financial performance and provide useful insights to stakeholders for driving improvement in business performance
- Build effective stakeholder relationships across finance and beyond
- Provide leadership to junior members of the analytics team and influence/shape Finance information strategy
- Carry out data mining and modelling of customer profitability data. Develop self-serve tools to facilitate stakeholders in extracting useful insights from our database
- Own the BAU processes (e.g. product vintage tracking and regular reporting) which are critical to stakeholders who use our data for reporting and modelling purposes. Oversee the input assumptions into the models and create process, controls around the assumptions
- Automate manual BAU processes to improve productivity
- Understand the requirements of multiple Finance stakeholders and manage work to provide effective MI and Financial metrics to help the stakeholders drive their strategy/achieve their respective goals
- Work in close partnership with other areas: Product Managers in the Business, Credit Risk, Information Technology, ACE
- Ensure that presentation (e.g. of MI) is consistent and appropriate for audience
- Timely and accurate delivery of all ad hoc analysis and BAU reports
- Become the expert in developing financial performance tracking
- Develop an expert understanding of personal and business products through data insights
- Utilise statistical modelling techniques to build forecasts
- Experience of working in the Financial Services industry
- Experience of developing financial / data driven models
- Experience of developing multi-regressions or propensity models a plus
- Drove business decisions through profitability analysis / data insight
- Experience using and developing outputs for reporting and visualization tools (Qlikview, Tableau, Cognos or similar)
- Experience developing an understanding of ‘Big Data’ through discovery and deduction
- Barclays data/analytics experience a distinct advantage
- Demonstration of high degree of effective stakeholder management and project ownership
- Record of successful project delivery
- Excellent numerical and analytical skills
- Technical data skills - must have highly developed SAS/SQL skills
- Practical programming experience e.g. VBA, Python
- Ability to work independently in data extraction, taking ownership of the accuracy of outputs
- Good knowledge of the financial services industry
- Ability to interpret complex data to make relevant business recommendations
- Working knowledge of data structure across Barclays group a distinct advantage
- Post graduate qualification in a numerate discipline desirable
- Think laterally and pragmatically
- Good knowledge of data analysis techniques
- Creative thinker and problem solver
- Understanding of product economics
- Good planning / organisational skills
- Highly customer focused
- Resilience, persistence and self- belief
9
Finance & Analytics Manager Resume Examples & Samples
- Develop financial models to analyze and evaluate financial performance of ROS initiatives
- Provide analytics and monthly reporting to parent companies to support financial forecasts including new generic product launches, marketplace events and inflation/deflation of product costs
- Work closely with senior leadership to develop annual budgets and prepare comprehensive budget presentations supporting both parent companies
- Provide insights into marketplace trends including new generic launches, inflation/deflation trends and product availability
- Maintain Risks & Opportunities analysis
- Interaction with parent company Finance leadership
- Provide support for special projects and adhoc analysis as needed
10
Senior Specialist, Energy Finance Analytics Resume Examples & Samples
- Leadership as subject matter expert continuously pushing the boundaries in your field in order to win the market
- Lead / Co-lead client discussions in your area of expertise together with multi-disciplinary sales teams and support functions to drive co-creation of innovate solutions
- Present analytical insights to customers and partners such as renewable energy developers and investors
- Coach and develop analysts in this subject matter area
- Minimum 10 years of highly relevant energy finance industry experience especially in renewables
- Masters degree with focus on quantitative analysis (e.g. Finance, Engineering, Economics etc.)
11
Associate, Central Analytics, Finance Resume Examples & Samples
- Consolidate DBSI flash report to capture MTD performance prior to month end
- Reflect changing business condition and market environment by updating SU quarterly forecasts
- Assist in consolidating of DBSI quarterly forecast
- Assist in coordinating budgeting process for DBSI, with specific focus on SU, making sure that the Group timelines are met and targets are reflected accurately in the system
- Assist in monitoring SU expenses and accruals
- Assist in providing Country NIM analysis to highlight factors affecting DBSI NIM. Work closely with each BUC to understand underlying factors
- Assist in providing monthly / quarterly performance analysis for DBSI as a whole to facilitate Management discussions
12
Finance & Risk Analytics Resume Examples & Samples
- Market Risk / MtM/ VaR methodologies
- Credit approval, acquisitions, underwriting and credit policy
- Minimum of 3 years experience with analytical techniques used for development and validation (conceptual foundation and technical merit) of wide range of risk and valuation models
- Minimum of 1 year experience with one or more of analytical tools such as SAS, R, SQL, Excel/VBA, Matlab, C++, etc
- Exposure to working in globally distributed workforce environment including offshore model
- Interpersonal and presentation skills - ability to interface effectively with the client individually and as a member of an engagement team
- Team-oriented and collaborative working style, both with clients and those within the organization
13
Global Consumer Products Finance & Business Analytics Resume Examples & Samples
- Oversee department budgeting, forecasting and determination of ultimates as well as cost tracking for the Global Consumer Products team
- Develop business insights and analysis capabilities to support competitive benchmarking, dashboard development and key performance metrics for business
- Build, lead and continually optimize forecasting process for Consumer Products, including reviewing and preparing consolidated financial deliverables
- Partner with business teams to provide modeling, financial management, strategic insights and business development support
- Work with licensees and agents to ensure accuracy of royalty reporting including identification of under-reported royalty revenue and overages
- Correspond with agents to make sure monies are being paid including working with collections and tax teams
- Support month and quarter-end close in partnership with Accounting teams
- Lead point of contact for NPD and other research companies to aid benchmarking against other properties
- Review monthly and quarterly revenue by property by licensee and category and provide updates and analysis to respective teams and department head
- Facilitate vendor set up and personnel system set up for department
- Key department contact for Corporate Finance and for IT for contract database management systems
- Minimum Bachelor’s Degree in Finance or related field required; MBA preferred
- 10+ years’ experience in Finance
- Royalties experience required; Licensing finance experience preferred
- Entrepreneurial/StartUp mindset
- Capable of preparing and presenting information to senior executives to support decision making
- Strong business, problem-solving and analytical skills with ability to multi-task in a fast paced environment
14
Finance Analytics Specialist Resume Examples & Samples
- Produce standardized or custom reporting from Excel queries
- Review and analyze the financial and contractual data associated with products and maintenance
- Perform a variety of calculations such as ratios and equalizations
- Review maintenance extension calculations
- Plan, manage and complete projects of various complexity and scope where detailed data analysis is critical and/or situations that requires a review of determinable and abstract facets. Exercises judgment within defined practices to determine appropriate action
- Provide business partnering and forecasting support for the active renewal maintenance business
- Analyze, process and grant data model conversions
- Complete acquired contract conversions and review of contract conversions
- Approve active maintenance renewal GAF approval and payment term approval
- Support Internal Teams where there are dependencies with the CFBS both upstream and downstream: among them Contracts, Finance, Revenue Recognition, Pricing, SSC as well as Sales LOB etc
- CFBS Team members must be able to work both independently and as part of a team to support various levels of management within the company and must be able to provide problem resolution for the maintenance contract issues
- Strong work ethic and initiative
15
Finance Manager Analytics Resume Examples & Samples
- Analyzing the current state, e.g
- The engineering team(s), in particular Jarvis, around all the user data sets
- The Customer Market Research team, e.g., on the clustering and cohort modeling
- The marketing and finance teams for each EG/product group, aligning on analysis and proposals
16
Finance & Risk Analytics Lead-southeast Region Resume Examples & Samples
- Risk Appetite, Limit Management
- Model Validation, Model Risk
- Minimum of 3 years at a Management Consulting firm
- Banking: Understanding of banking products across retail and wholesale asset classes, frameworks and methodologies used in one or more of the areas listed above. Advanced skills in quantification and validation of risk model parameters (E.g.: PD, LGD, EAD) for Wholesale, SME and/or Retail Banking portfolios
- Capital Markets: Understanding of financial instruments/ products across equity, fixed income, derivatives and/or securitization space. Conceptual understanding or direct exposure to one or more of the following types of models: interest rate pricing models, equity and FX option pricing models, commodities, single and multifactor derivative pricing models, stochastic volatility models, etc
17
Finance Analytics Lead Resume Examples & Samples
- Inform and educate business leaders about the potential to leverage opportunities through descriptive, diagnostic, predictive and prescriptive analytic insights
- Responsible for the quality and sustainability of all functional solutions
- Drive the functional analytics roadmap in line with the vision and strategy
- Drive opportunities generation through data insights
- Drive the analytics maturity journey from delivery to enablement and business self-service / sufficiency
- Developing new operating models with SIs that work on the basis of risk and reward
- Educate key stakeholders on the ‘art of the possible’
- Provide effective communications to key business and IT stakeholders
- Develop talent within team
- Drive a high performing team culture
18
Ppnr Stress Analytics Finance Manager Resume Examples & Samples
- Bachelor's Degree in a business or quantitative field with 7+ years of related experience
- Solid analytical skills and attentional to detail, self-motivated, and strong communication skills
- Strong ability to develop and maintain documented processes and procedures
- Proficient in Microsoft Excel and PowerPoint, experience with Oracle Essbase preferred
19
Finance Manager Global Analytics & Lending Resume Examples & Samples
- Lead ad hoc projects and analytics
- Perform analysis on business trends and drivers with the view on understanding implications on future growth potential and driving decisions that create shareholder value
- Assist in developing the annual USCS Lending Long Range Plan through scenario planning and target setting, in collaboration with business partners and Finance colleagues
- Inform on the storylines for the USCS lending business
- Manage partnerships across the finance organization such as DSCOE and LFO
- Highly motivated individual with an ability to drive results and work with ambiguity
- Exceptional communication skills - verbal, written and through presentations
- Ability to work in a fast paced environment and tight deadlines
- Base level of programming skills
- Card experience preferred
20
Finance Analytics Manager Resume Examples & Samples
- Work collaboratively across the finance functions to set the overall data strategy for the North American Region (NAR US) Finance. This will include crafting and managing a data governance process and defining data roadmap to enable advanced analytics and consistency of presentation. Including standardizing criteria for dashboards vs standard reporting
- Lead cross-functional requirements workshops to understand business needs and information gaps
- Drive prioritization of finance visualizations aligned with Finance Senior Management
- Responsible for designing and driving process efficiencies and providing more “self-service”, user friendly reports to our business partners, delivering actionable insights to improve and drive P&L/PMR results
- Develops, reviews, and maintains meaningful operational dashboards, metrics, and scorecards to ensure business operations are in alignment with leadership strategy
- Participates in projects and cross-functional project teams focused on improving business unit financial performance
- Act as primary point of contact in exploring and coordinating integration of finance data with other data sources
- Lead and provide Tableau training to Finance and other user groups
21
Finance & Analytics Manager Resume Examples & Samples
- 5+ years’ experience in health care industry
- Strong in Word, Excel, Access and PowerPoint
- Understanding of Medicare Advantage and Part D Programs
- Knowledge of planning and budget processe
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22
Finance Global Self Service Analytics Specialist Resume Examples & Samples
- Establish and seamlessly govern the Finance self-service analytics capability (30%)
- Report and Dashboard Creation & Maintenance Process Management (20%)
- Promote the value of a Finance self-service analytics data management focused culture/mindset and monitor & communicate conformance with Finance data policies. Leverage cross team stakeholders to serve as advocates and share successes. (5%)
- Miscellaneous duties and responsibilities as assigned (5%)
- B.E. and/or MBA from an institute of repute with at least 12 years of work experience
- 5+ years of experience in Self-service tools such as Power BI (or Tableau) and its associated governance setup
- Ability, as exhibited from past experiences, to build and explain a robust self-service management operating model and focused culture
- Formal degree or qualification in Data Management or Self Service