Finance Operations Analyst Resume Samples
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Finance Operations Analyst Resume Samples
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AZ
A Ziemann
Annabel
Ziemann
764 Marianna Meadow
Philadelphia
PA
+1 (555) 595 3531
764 Marianna Meadow
Philadelphia
PA
Phone
p
+1 (555) 595 3531
Experience
Experience
Boston, MA
Finance Operations Analyst
Boston, MA
Mosciski-Schmeler
Boston, MA
Finance Operations Analyst
- Provides objective alternatives to improve overall business performance
- Manage the workflow of tasks / activities, queries, issues and requests made to the respective team (using a call-tracking database, etc)
- Documentation Management (Work Instructions/ Process Flow updates & annual reviews)
- Good team player with flexible attitude towards working hours due to the demands of the working place
- Provide weekly updates on interactions with customers to Finance and Sales Management (Americas, EMEA, APAC)
- Identify, track, and create new metrics to improve business processes through analysis
- Performs review of unapplied funds report and engages with collections department to succesfully apply cash and reduce delinquency levels
San Francisco, CA
Finance & Operations Analyst
San Francisco, CA
Howell-Dare
San Francisco, CA
Finance & Operations Analyst
- Lead strategic planning processes, including providing input on potential solutions for continuous improvement
- Work closely with the HRSS Supplier Manager to understand and analyse supplier spend
- Perform ad hoc analysis and other special projects at the request of management
- Assist management with A/P, A/R, and other financial and administrative duties
- Collaborate on Microsoft Excel reports and processes to assist in the evaluation of business performance
- Develop the HRSS budget (plan), working with Head of HRSS and Finance for the fiscal year
- Create, maintain and deliver routine financial management reports as assigned
present
San Francisco, CA
Senior Finance Operations Analyst
San Francisco, CA
Feil and Sons
present
San Francisco, CA
Senior Finance Operations Analyst
present
- Serve as a back-up to the manager by preparing assignments and providing guidance and direction to the Finance Operations Analysts
- Lead strategic projects or initiatives with other departments, representing Order Management and Global Finance Operations in meetings
- Produce ad hoc financial analysis for queries from the wider business and senior management
- Drive improvement and automation of the Bank and Balance Sheet reconciliation processes
- Manage monthly reporting processes, including
- Agencies who contact the hiring manager directly regarding this role will be removed from the PSL or banned from it moving forward
- Assist to Head of Fin Ops with key accounting and reporting matters
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Loyola University Chicago
Bachelor’s Degree in Finance
Skills
Skills
- Ability to handle multiple deliverables concurrently to deliver high quality results in committed timeframes
- Strong attention to detail
- Good working knowledge of Microsoft Business Suite
- Client business focused; able to work collaboratively and build strong partnerships with clients and colleagues at all levels
- Positive attitude and ability to foster strong inter-departmental working relationships
- Detail oriented, well organized, self-motivated, with ability to multi-task
- Strong critical thinking, problem solving and analytical skills , be able to identify key issues and recommend clearly defined solutions and / or response
- Strong organizational and multi-tasking skills with the ability to work under tight timelines
- Strong customer service orientation and attention to detail
- Strong knowledge and use of Microsoft Excel and Power Point
15 Finance Operations Analyst resume templates
Read our complete resume writing guides
1
Finance Operations Analyst Resume Examples & Samples
- Candidates should have previous relatedwork experience
- Client business focused; able to work collaboratively and build strong partnerships with clients and colleagues at all levels
- Strong reconciliation skills
- Excellent business technical skills, including MS Excel andMS Project
2
Analyst, Finance Operations Analyst Resume Examples & Samples
- Personally executing certain portions of User Acceptance Testing
- Coordinating with consumer business leads on supply deliveries and managing the consumer signoff process
- Candidate must identify issues, seek solutions and gain consensus regarding resolution approach
- Demonstrated ability to focus on accuracy and attention to detail
- Team player and adaptable to changing environment, with good interpersonal skills
3
Finance Operations Analyst Resume Examples & Samples
- Developing partnerships with various upstream suppliers of data to Credit/Finance (e.g., T&SS, IB Syndication, Private Bank, Middle Market, etc) to understand their business, ensure completeness, timeliness and quality of their data and coordinate changes via the DAC thru the end to end environment
- Managing the on-boarding of new products/supplies into the Credit environment and explaining all data quality issues of your assigned project to ensure the highest level of quality
- Documenting processes and procedures for new supplies and coordinating the hand over to the RISC Ops Product Lead for that supply
- Performing root cause analysis around existing data quality issues for your supplies
- Knowledge of the Credit business or specific Credit related products is a plus
- Experience with the MS Office suite of products (Excel, Powerpoint, Word)
- Excellent communication and negotiation skills, ability to work with peer Middle Office and Technology staff as well as Front Office business contacts across Credit consumer organizations and other JPMorganChase lines of business
4
Finance Operations Analyst Resume Examples & Samples
- Daily attention and resolution of internal client inquiries and issues
- Tracking of client inquiries to identify actionable trends and resolution directly or by escalation within GFO
- Notifying user communities of system events, changes, outages, etc
- Maintenance of corporate intranet site for each MIS application
- Facilitate discussions with the MIS Project team and end users to identify clear business requirements for enhancement requests
- Coordinating system access tracking, user training and risk documentation
- Internal metrics on application usage, issues, availability timelines, etc
- Proactive marketing of system capabilities to existing and prospective internal client bases
- Supporting a strong control environment and operating processes
- Leveraging knowledge of software used for application access (SAP GUI, Advance Analysis, Business Objects, ESSBase, etc.)
- 2+ years of professional experience
- Exceptional communications skills (written and verbal)
- Independent time management and client response skills
- Previous knowledge of or exposure to complex MIS Systems preferred
- Comfortable identifying and pursuing solutions with minimal direct supervision
- Analytical and detail oriented
- Must be able to effectively prioritize and multi task
- Effectively interact will all levels of the organization
- Must have strong issue resolution and planning skills
- Intermediate to advanced Microsoft Excel required
5
Fro-finance Operations Analyst Resume Examples & Samples
- Monitor daily processes and follow up on inbound and outbound data issues
- Understanding data flow within System
- Provide Level 1 support to Business/Users
- Investigate/Escalate operation level issue to Operations support, and keep track of it regularly
- Perform /Run ad hoc queries, setups and reports on “as needed” basis
- Work on and ensure UAT/enhancements/projects are on track per baseline plan. Coordination with various teams
- Good understanding of revaluation, monthend and yearend activities
- 3-5 years in similar role
6
Finance Operations Analyst, Cost Reduction Resume Examples & Samples
- Interface with various entities to consolidate Cost Savings Results and drivers
- Analysis of SIS Cost Savings Projects
- Application of ACE tools to streamline processe
7
Finance Operations Analyst Resume Examples & Samples
- Utilize FDW RRI BO & BPC reports to analyze and assess which accounts require investigation and ensure inquiries are sent to appropriate contacts
- Based on LOBs responses, adjustments may be necessary in BPC and in FDW using DIF to process. The individual in this role will be responsible for analyzing the LOB responses and communicating with various teams to understand the variance and then ensuring that the entries are made timely and correctly
- Send out inquiries and consolidate variance explanations related to weekly FR2644 reporting for distribution to the appropriate team
- Monitor Inter-Company Overdraft for the Bank on a daily basis and send out inquiries to appropriate contacts requesting reasons for Overdraft. Requires pro-active and independent actions to assess types and frequency of communications, follow-up, and escalation points. Interaction with multiple teams across all organizational levels is required and the ability to drive resolution
- Run prior dated entries report out of CDGL BO and analyze if further adjustment entries are needed in FDW/BPC to adjust balances. Prepare and communicate adjustments to CFR team for approval. Process adjustments in FDW/BPC upon approval from CFR
- Ability to work under pressure and at a fast pace to meet the daily submission deadline for processing adjustments in FDW 2:30pm for Federal Reserve reporting purposes
- Ability to partner across multiple areas and geographic locations is a key skill. This includes developing and maintaining relationships within GFO& IS, Risk Finance Technology, LECs, LOBs, and Corporate Financial Reporting, etc
- Ownership for assessing processes and seeking operational efficiencies. This role is responsible for identifying and implementing process improvements
- Assist with various Ad-hoc requests and provide back up support for various functions as needed
- Bachelors degree in Finance or Accounting
- 3+ years professional experience with at least 1 year of related finance / accounting experience
- Strong problem solving ability and analytical skills required
- Detail oriented and precise
- Ability to work under pressure and meet the daily submission deadline to CFR
- MS Excel, MS Access, BPC, SQL, BO, and SAP knowledge desire
- Must be flexible to work extra hours if necessary to get the job done
8
Finance Operations Analyst Resume Examples & Samples
- Liaise with CRMO onshore groups in EMEA/NA/Asia regions
- Achieving the daily/weekly and monthly volume targets
- Ensuring accuracy on performing BAU related activities / tasks and non disclosure of client information by preserving client confidentiality
- Researching on any queries/ requests sent by the Business Partners/Counterparts and replying to the same within minimum response time
- Establishing and maintaining excellent relationships with the Business partners/Clients as well as the people in the support groups
- Active participation in process improvements and automation/enhancements to current activities / tasks
- Ensure Quality Control standards that have been set for all processes that are carried out in the team
- Manage the workflow of tasks / activities, queries, issues and requests made to the respective team (using a call-tracking database, etc)
- Produce monthly metrics on these requests
- Participate in UAT (user acceptance testing) on enhancements and changes to CRMO systems; including analyzing the impact of enhancements on CRMO reporting
- Maintain essential business, client and corporate data in CRMO systems to facilitate accurate reporting
- Bachelors degree in Finance / Business
- Minimum of 0-24 months of work experience, preferably in financial services industry
- Basic knowledge of investment banking products will be an added advantage
- Working experience on MS package (Word, Excel, PowerPoint and outlook)
- Good organizational skills with ability to consolidate and analyze data received from multiple reports
- Advanced Excel skills (i.e. pivots, Vlookups, charts, macros, etc.) and MS PowerPoint preferred
- Excellent inter-personal skills
- Positive “can do” approach
- Good analytical skills and an eye for detail
- Good team player with flexible attitude towards working hours due to the demands of the working place
- Accurate and self motivated with good problem solving skills and project management skills
- Good intellectual capacity for process improvements
- Good market product knowledge
9
Global Equity Finance Operations Analyst Resume Examples & Samples
- Provide daily trade support functions to the Global Equity Finance desk
- Process Global Equity Finance Operations including settlements, exposure management, marks, reconciliations, capital reporting, and billing
- Assist the desk with their trade entries and basket trades
- Enroll and complete annual compliance training and adhere to all BMO employee policies and guidelines
- Participate with regulatory projects/implementations
- Contact for internal, corporate and external audits
- Contribute towards regulatory reporting
- Ensure daily collateral obligations are met with all counterparts
- Work closely with senior mgmt,
- Work closely with internal and external businesses partners
10
Senior Finance Operations Analyst Resume Examples & Samples
- Ensure that financial and administrative controls are maintained by reviewing sales deals and checklists, ensuring that pricing, discounts, promotions, and proposals are handled in accordance with internal guidelines
- Handle complex transactions, especially as related to complex customer contracts, accounting transactions
- Provide assistance and/or make decisions about contractual realignments and invoicing modifications, based on a sound working knowledge of revenue/business model and the Bb product and services offerings as well as good familiarity with the details of the global client base
- Ensure all new and renewal transactions are processed for accurate and timely billing
- Monitor automated billing processes and invoice delivery mechanisms on a daily basis and upload invoices into third party delivery system
- Be the authoritative source on existing customer and contract detail and its implication for follow-on sales. Ensure customer queries are handled professionally, completely, accurately and with the highest urgency
- Participate in regular data/contract conversions associated with acquisitions and special projects
- Other special projects as needed
- Serve as a back-up to the manager by preparing assignments and providing guidance and direction to the Finance Operations Analysts
- Lead strategic projects or initiatives with other departments, representing Order Management and Global Finance Operations in meetings
- Partner directly with senior-level sales leadership on strategic, high-visibility and/or high-value deals to drive close process from an order management perspective
- Prepare training materials to be disseminated widely throughout the organization
- All other reasonable duties assigned, relating to the successful operation of the Finance Operations department
- 4+ years finance operations, sales operations or other operational experience, with some experience leading others or managing projects
- Ability to work with ambiguity in a fast-paced, changing environment
- Excellent verbal and written communication skills to effectively partner with clients, customers and fellow colleagues of all levels
- Intermediate experience using Excel
- Degree in Finance, Accounting (or related field) or commensurate experience
- Strong finance or operational background
11
Portfolio Finance Operations Analyst Resume Examples & Samples
- Coordinate transfer memos sent by Portfolio Finance Group
- Write up the transfer memos and obtain necessary signatures
- Coordinate settlement of transfers with Prime Brokers
- Book transfers in internal accounting system Advent Geneva
- Confirm transfers have settled and ensure positions match
- Confirm counterparty reports match internal rates spreadsheet
- Communicate with Portfolio Finance Group on discrepancies, confirm correct rate and update our records
- Coordinate with Portfolio Finance Group and Listed Products to complete FX trade
- Track all secondary market trades
- Make sure we match Prime Broker Position
- Become familiar with system and reconcile with email communications
- Detect discrepancies, research discrepancy and resolve the break
- Work with Operations to send certain securities to a specific PB – this will be done throughout the day and end
12
Finance Operations Analyst Resume Examples & Samples
- Employing knowledge of accounting, discretion and decision-making to review and approve Strategic Dimension Management (SDM) requests for general ledger maintenance
- Ensuring that requested ledger account maintenance complies with naming and mapping conventions per the Unified Chart of Accounts (UCOA) and other Corporate directives
- Communicating within the team, LOB requestors, Account Operations and Technology Support to resolve issues with account requests
- Communicating and managing operational and technical issues related to RFT FMS Support such as: System issues and outages and System upgrades/enhancements, this includes independently assessing when and what type of messaging is needed around issues, changes to the system, or other system details and crafting communications to interested parties
- Represent team on FMS projects, such as onboarding new interfaces and tool enhancements
- Monitor the GFO FMS support mailbox, prioritize items, facilitate resolution with the appropriate team, and track the item to closure
- Prioritizing work requests according to any Corporate initiatives, and large scale projects
- Analyzing and propose solutions to improve operational procedures
- Obtaining business requirements for projects by interacting with line of business requestors, Global Finance Operations and Technology areas and Corporate Reporting stakeholders
- Must have a strong knowledge of accounting concepts
- 3-5 years of relevant experience required in accounting or finance, and client services with demonstrated career progression
- Strong communications skills (written and verbal) are a must
- Strong MS Excel skills required; MS Access, Target Reporting, SAP and Business Objects knowledge desired; and
- Must have excellent teamwork orientation and the ability to work independently in a fast moving environment
13
Finance Operations Analyst Resume Examples & Samples
- Process new sales and renewal contracts from Salesforce to PeopleSoft Financials with a strong transactional focus
- Monitor transactions for consistent data flow across multiple sales and finance systems
- Originate sales order data in the sales and financial systems, ensuring setup, revenue plans and billing plans are correctly reflected
- 1-2 years finance operations, sales operations or other operational experience
- Meet tight deadlines, meeting monthly, quarterly, and annual goals
- Solid understanding of revenue recognition processes and requirements is preferred including external accounting principles, internal company practices as well as an appreciation for risks involved
- PeopleSoft Financials experience
14
Finance Operations Analyst Resume Examples & Samples
- Demonstrates solid communication and interpersonal skills
- Able to handle multiple priorities and manage time commitments
- Able to manage change and cope with complex and ambiguous situations
- Able to work effectively in a team
15
Finance & Operations Analyst Resume Examples & Samples
- Perform a suite of monthly financial reconciliations and reporting between EcoMedia, Local TV/Radio Stations, CBS Interactive, Network, and all other CBS Platforms, as well as Corporate
- Collaborate with the National Program team on financial management, including collections and funding disbursements, to support project execution
- Generate financial performance reports for projects and impact
- Compile and standardize data from internal departments in a unified and cohesive manner
- Collaborate on Microsoft Excel reports and processes to assist in the evaluation of business performance
- Work closely with the Director of Finance to track and administer the finances of the EcoAd, EducationAd, WellnessAd, V2V, VWTS, and other products and services provided by EcoMedia
- Assist management with A/P, A/R, and other financial and administrative duties
- Manage adherence to the Salesforce implementation as required by business needs
- Perform ad hoc analysis and other special projects at the request of management
- Bachelor’s degree in business, accounting, finance, or related field is preferred
- 0-2 years experience in a financial role, or similar operational roles
- Intermediate proficiency in Excel and spreadsheet design
- Proven ability to collaborate with a remote team, for successful completion of projects with staff located in other offices
- Experience building financial models is a plus
- Exceptional attention to detail without losing sight of broader objectives
- Self-starter who is organized and proactive, able to multi-task and manage multiple concurrent responsibilities and requests, while keeping supervisor properly informed
- Proficiency in MS Office (Microsoft Excel, Microsoft Word, PowerPoint), Salesforce
16
Finance Operations Analyst Resume Examples & Samples
- Provides FRD Control and Compliance Support; including managing the RCSA document
- Required to create, build-out, document, support, continuously update as needed and provide training/support for SharePoint Requests/Sites. This role will be the FRD SharePoint Support lead
- Provide Level 2 FRD Help Desk support to answer questions that are escalated from our level one helpdesk support. Requires the ability to independently assess issues and make a decision for resolution or further escalation
- Responsible for the maintenance of the FRD intranet website, create, build-out, document, support, continuously update as needed and provide training/support
- Supports the Annual Business Unit and General Ledger Account Purges
- Manages FRD Business Resiliency Plans maintenance in RDMS
- Manage the Annual FRD re-certification process
- Responsible for SDM Admin duties
- Represents the team in group client meetings to facilitate issue resolution
- Responsible for implementing operational changes to resolve issues. This activity encompasses gauging the severity of the issue and its impacts, determining an appropriate solution, and implementing the resolution
- Bachelors degree in MIS, Finance or Accounting
- 3 plus years professional experience with at least 1 year of related finance and accounting experience
- MS Excel, MS Access, SQL, SharePoint, and SAP knowledge desired
- Must be flexible (capable of team work and independent effort) within a virtual team that encompasses different locations, countries, and time zones
17
Finance Operations Analyst Resume Examples & Samples
- Possesses a university degree/college diploma (preferably in accounting, finance or business) and 2 to 4 years of progressive work experience
- Strong transactional accounting experience, accounting reconciliations, variance analysis and generating exceptions reporting from managed processes
- Documentation of accounting processes/policies and identifying process improvement opportunities
- Supporting process controls and communicating process guidelines to business partners and stakeholders
- Advanced MS Office Skills an asset
- Strong customer service orientation and attention to detail
- Demonstrates good writing and documentation skills
- Experience with using databases and proficiency in MS Excel
- Able to handle multiple priorities and manage time commitments effectively
- Able to work collaboratively in a team based environment
18
Finance Operations Analyst Resume Examples & Samples
- 2+ years of experience in an Analyst role
- Work experience with basic Finance or Accounting principles including, but not limited to: understanding transaction process; experience paying different vendors/providers; or, knowledge of different product codes/pricing
- Work experience in a Production driven environment
- Microsoft Excel proficient, including: generating reports; filtering; and, formulas
- Experience with Accounting functions within Managed Healthcare System (MHS)
- Experience with MS Dynamics AX
- Understanding of Medical Claims processes
19
Finance Operations Analyst Resume Examples & Samples
- Support GE Healthcare Finance/Business planning cycles including Growth Playbook (3-year Plan), SII (1-year Plan) and Operating Plan
- Drive a consolidation process to provide consolidated financial analysis and forecasting for region’s submission
- Consolidating actual operating performance and reporting results
- Drive accurate P&L estimates in quarterly / yearly Accounting closing processes
- Be a partner to the commercial & marketing leaders to track strategic investment spending and ROI, provide insightful analysis to help with prioritization of investment funds
- Provide financial data to finance and operating teams in an effort to drive growth
- Providing necessary analytics to highlight key business performance drivers; Identifying risks and opportunities throughout the quarter and developing processes to mitigate risks while capitalizing on opportunities
- Provide support to the Countries, Channels, Function leaders in area of resources (headcount), base cost and investments (manage and track status of each project)
- Play a key role in resource planning and strategic investments, ensuring sound estimates and sensitivities around various scenarios
- Be a partner to the P&L finance leaders, driving operating performance through rigorous analytics and operating mechanisms
- Lead region’s DTDF and accounting COE process to ensure visibility and accuracy of cost bookings. Support GEHC initiatives and execute processes to drive timely and accurate entries from all affiliates
- Proactively identify opportunities for process improvement through best practice reviews across regions
- Establish and drive analytics and visibility around base cost, resources & commercial investment productivity (i.e. dashboard)
- Participate in projects to drive productivity
- Bachelor's degree in Finance or business related fields from an accredited college or university
- Minimum 2-3 years of experience in a financial position
- Strong leadership skills with ability to work effectively in a matrix organization and build trust quickly
- Motivated team player with an execution driven mindset
- Strong PC skills: experience with financial systems/applications such as Oracle, SAP, COGNOS, Business Objects, etc. Strong Excel skills, has a vision with data compilation and aggregation within IT platforms
20
Finance & Operations Analyst Resume Examples & Samples
- 4 year degree in accounting or finance. MBA is a plus, but not required
- 3-5+ years of finance and operations analysis required
- Experience in a professional services environment and headquarters environment is preferred
- Advanced knowledge of Excel is required. Knowledge of Access is helpful, but not required
- Excellent time management and attention to detail is necessary to excel at this job
- Strong communication skills, and the ability to understand and express complex topics
- Ability to present results to management in a concise and professional manner
21
Senior Marketing Finance Operations Analyst Resume Examples & Samples
- Regular sample audit of POs and SOW to increase quality and avoid non-compliant issues
- Manage every step of a theatres budget from planning to invoice and PO closure
- Interacting with budget owner(s) and directors
- Ability to maintain strong cross-functional relationships with many business partners, all areas of Marketing, Finance, H/R, Procurement, etc
- Assist in driving requirements for and implementing process, system and tool improvements that enable marketing reporting efficiencies such as UMO tie outs
- Ensure the field team work within compliance to finance and business policies
- Requires experience in using tools and following/develop processes directly or in support of marketing staff
- Understand all parts of the marketing operation teams remit
- Exceptional excel skills
- Understanding what reporting requirements are needed at different levels in the organization and ability to provide those reports
- Business and finance acumen (incl. budget management, accruals)
- Must have excellent oral and written English communication skills
- Ability to train and coach on a one to one basis or to a bigger group
- Good team spirit and a positive attitude
- Patience
22
Senior IT Business Finance Operations Analyst Resume Examples & Samples
- Promote a strong combination of financial leadership, analytics expertise and business process skills across the team
- Collaborates and maintains working relationships with appropriate technology vendor contacts and peer company contacts
- Perform special projects and departmental initiatives as needed
23
Finance & Operations Analyst Resume Examples & Samples
- 3 years of prior work experience in corporate finance or related role preferred
- Strong technical and modeling skills; extensive experience with Excel required Experience with Oracle and Hyperion a plus, but not required
- Strong project and time management skills required. Should be comfortable working on several projects simultaneously and have the flexibility to prioritize based on the needs of the business
- Strong critical thinking skills, depth of analysis, and ability to easily contextualize hypothetical business situations required
- Gaming experience a plus
24
Trade Finance Operations Analyst Resume Examples & Samples
- Advanced Foreign Exchange and Wire processing knowledge
- Investigator/ Research experience
- 3+ Years of Customer Service experience – Preferably Telephony or Call Center
- Problem solver - able to work through issues and escalate when appropriate
- Minimum 1-2 yrs previous experience within a Wire or FX business line
- Advanced understanding of business and operations analyst responsibilities
- Advanced understanding of Microsoft Office applications to include Excel, Word, Outlook
- WSS Knowledge and MTS Swift ADM knowledge
- Strong research/investigation skills
- Knowledge of Accounting principals
- Solid knowledge of bank applications and systems (ORACLE, EPOST, ADI)
- Advanced MS Excel and MS Power Point
- Solid time management skills
- Superior written and verbal skills
- High level communication and influencing skills
- Strong knowledge MS Excel, PowerPoint, and Word
- Process/Continuous Improvement: To initiate and support process improvement activity and help to embed a culture of continuous improvement. To facilitate change through projects
- Ability to support others through development and coaching
- Strong understanding of the compliance/regulatory environment
- Advanced knowledge of corporate policy, laws and regulatory requirements of area of responsibility
- 2 + years Operations Experience
- Minimum 5 years financial industry experience
25
Trade Finance Operations Analyst Resume Examples & Samples
- Answer customer calls in a phone bank/call center environment
- Data Entry of payment instructions
- Performing payment instruction validation, activation of customer PINs
- Converting USD to FX when appropriate
- Outbound calling to customers
- Customer Service - Proficient in customer service experience (1-2 years). Experience servicing customers through the telephony channel. Specifically any experience with utilizing VRU’s or any other phone technology as well as authenticating customers over the phone
- Experience in supporting customers in Retail and Commercial Banking
- Experience typing/data entry skills
- Intermediate level PC skills required to include Microsoft Office Suite
26
Finance Operations Analyst Resume Examples & Samples
- Performs review of draft spend reports at month end. Partners directly with stakeholders for any specific queries. Performs value add analytical review of spend and trends
- Manages all restructuring financial processes and reporting
- Works directly with the relevant site stakeholders to process any accruals required
- Validates Purchase Price Variance (PPV) results as determined from Inventory ERP system. Works closely with Procurement to ensure alignment on PPV reporting and forecasting
- Processes month end activities including deferrals, foreign exchange, intercompany entries, Spare Parts reconciliation
- Ensures all reconciliations submitted for approval within the required timeframe
- Submits the Monthly Operations Summary to headquarters
- Reconciles Quarterly Controllership Reporting
- Reconciles local results with Hyperio
- Preparation of Trial Balance for review
- Review of Allocation Drivers and support queries from the relevant FD's/site finance teams
- Supports compliance activities relating to Risk Control Matrices Updates
- Supports Internal / External & Taxation Audit for manufacturing sites
- Documentation Management (Work Instructions/ Process Flow updates & annual reviews)
- Supports Foreign Corrupt Practices Act compliance across the European sites from a finance perspective
- Supports depreciation budgeting and forecasting processes
- Provide ad hoc support as required during the budget process
27
Finance Operations Analyst Resume Examples & Samples
- Proficiency with working with large transactional volumes, reconciliations, variance analysis and generating exceptions reporting from managed processes
- Documentation of processes and policies and identifying process improvement opportunities
- Advanced Microsoft Excel skills, Access (Pivot tables, lookups, data extraction etc.) Required
- Strong analytical skills to effectively evaluate and make sense of large volumes of financial data, and communicate call to action based on analytical reviews. Required
28
Finance & Operations Analyst for IT Resume Examples & Samples
- Monitor Financials
- Preferably commercial education
- Organizing and communication skills
- Data-driven , analytical acumen
- Good written and oral English language knowledge
- Oracle SSS knowledge (Purchase Module)
- Experience in BI (Business Intelligence) reporting solutions
29
Finance Operations Analyst Resume Examples & Samples
- Responsible for monthly and daily transactional review and reconciliation including verification of bank account cash entries and internal cash application. Ensures cash balance accuracy and compliance for GAAP purposes
- Reviews bank activity download information. Sends information to accounting and operations departments regarding checks and/or returned items for documentation and follow up purposes
- Complete review of transational activities in back end system and impact of same on GL
- Performs review of unapplied funds report and engages with collections department to succesfully apply cash and reduce delinquency levels
- Performs auditing activities on specific servicing transactions to ensure accuracy and compliance with anticipated GL impact
- Participates in weekly department meetings in order to discuss current business updates, priorities, issues
- Ability to build, maintain and expand cross-functional relationships; adapt to changing needs: develop a deep knowledge of processes, resources and tools across the organization
- Understands Cisco's external customers needs and how they affect client group's processes and deliverables; responsible for achieving results that may affect deadlines
- Implements effective teamwork practices & maintains appropriate team metrics
- Daily project orientation and problem solving involving cross functional partnerships
- Influences process automation and cross-functional projects
- Impacts team effectiveness and customer satisfaction
- Works on highly complex problems requiring judgment in the selection of the method and technique for obtaining a solution
- Usually receives general instructions on new assignments
- Partners with operations and accounting management to achieve business goals by preparing, collecting and analyzing business information
- Ensures financial and business volume outlooks and forecasts are accurately represented and opportunities/risks managed to the company's benefit
- Provides objective alternatives to improve overall business performance
- Support cross functional teams in establishing new process/program criteria
30
The Finance Operations Analyst Resume Examples & Samples
- Maintaining data quality through the life cycle of a project
- Review project calculations
- Provide standard reporting on projects, billability etc
- Operations Business partner/SPOC for selected client accounts
- Supporting Bratislava team members, i.e. in times of vacation/sickness
- Ad hoc requests
- Finance background, not necessarily university degree or similar
- Keen to understand processes & systems, to deal with numbers
- Willing and able to learn and develop him/herself
- Diligent worker (data quality is key)
- Limited willingness to travel (training/German team meetings)
- English is a must; German nice to have
31
Finance Operations Analyst Resume Examples & Samples
- Finance or Accounting Degree and/or Accounting designation preferred
- Strong critical thinking, problem solving and analytical skills , be able to identify key issues and recommend clearly defined solutions and / or response
- Demonstrated ability to work effectively with cross functional teams
- Strong organizational and multi-tasking skills with the ability to work under tight timelines
- Strong knowledge and use of Microsoft Excel and Power Point
- Basic knowledge using databases
- Experience with process mapping
- More than 5 years of relevant professional business experience or equivalent combination of education and experience
32
Finance Operations Analyst Resume Examples & Samples
- Provide data-driven insights based on customer trends and demand to inform business decisions
- Execute financial analyses to support negotiations with publishers and third-party vendors
- Design goals and incentive plans for client-facing teams, and maintain regular payment calculations
- Perform detailed analytics to fulfill ad hoc requests and strategic projects for the executive team
- Report operational data for business partners to track and optimize key business levers
- 1 to 2 years of experience in FP&A, equity research, investment banking and/or management consulting; previous digital media or adtech experience is a plus
- Exceptional analytical skills – must be comfortable modeling and working with large, complex data sets and able to summarize and convey actionable insights from analyses
- High proficiency with Excel – knowledge of pivot tables, vlookup, and conditional formulas is required
- Personable with strong communication skills; ability to work closely with a wide range of stakeholders
- Self-starter who owns tasks to completion and can identify opportunities for process improvements
- Bachelor’s degree from a top university
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Associate Finance Operations Analyst Resume Examples & Samples
- Manage ongoing standard cost setting process, including verifying / calculating all inputs and communicating with various departments, as well as handling all system execution
- Direct and manage annual standard cost process for North American business, including working with Sourcing to verify all vendor cost inputs, working with the Transportation team on inbound freight / duty assumptions, working with the distribution centers to determine handling charges, calculating all price records (vendor costs, transportation costs, handling costs), entering all price records for all items in SAP, executing all cost rolls for the new fiscal year, and summarizing year-over-year impacts for management
- Consolidate / compile cost center forecasts every 3 months for Global Operations area, as well as OCOS and Indirect Distribution areas in North America, based on discussions with various departments, and provide summaries and analyses to management
- Monitor and report on global royalties and reconcile relevant balance sheet accounts
- Track capital and expense spending related to NPD projects; on a monthly basis, work with the NPD team to understand variances and forecast future spend
- Analyze capital spend requests for global business, ensuring proper justification prior to obtaining management approvals
- Analyze monthly purchase price variances for North American business and produce summary variance analyses for management
- Monitor / analyze Global Operations cost centers, as well as cost centers for North America OCOS and Indirect Distribution, making reclasses / accruals as necessary; also, produce summary variance analyses for these areas
- Provide training to back-fill Operations Finance roles as needed
- Become SAP expert on Operations Finance Topics
- Ability to be self-directed once vision is defined
- Extensive knowledge of Excel (required), knowledge of PowerPoint and SAP (preferred)
- Ability to interact with all levels of professionals in order to work towards solving problems
- Innovative and solutions-oriented as new systems are being developed and implemented
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Finance Operations Analyst Resume Examples & Samples
- Identify, dismantle, and re-build old systems that will not scale with Palantir’s growth
- Identify, track, and create new metrics to improve business processes through analysis
- Create, implement, and track fiscal requirements across 20+ business sectors
- Iterate on new financial & operational models and implement them
- Seek out unsolved problems and take initiative to address them
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Senior Finance Operations Analyst Resume Examples & Samples
- To be the financial and operations analyst for the SCA sales program
- Work collaboratively with the Sr. Director of Financial Operations Manager and the Sr. Director of Sales to develop the optimum infrastructure to support the sales organization from a financial and operational perspective
- Manage monthly reporting processes, including
- Bachelor’s degree in accounting or finance or related field
- Minimum 3 years of relevant analyst experience
- Demonstrate high analytical abilities with strong critical thinking skills
- Working knowledge of MS Office Suite
- Ideally 5 or more years of related analyst experience
- Hungry for career growth and new challenges
- Com experience preferred but not required
- Demonstrate the ability to be flexible and balance competing priorities
- Ability to work well in demanding but rewarding environment
- Experience with Essbase, Hyperion, and Excel models
- “Service minded” to support the team(s) and their requests
- Experience utilizing CRM (Client Relationship Management) systems strongly preferred
- Embrace SCA’ core values: Clinical quality, integrity, service excellence, teamwork, accountability, and continuous improvement
- 2017-3198
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Senior Finance Operations Analyst Resume Examples & Samples
- Conduct regular detailed analysis of the Balance Sheet reconciliations, identify issues, and present findings for both Premium Finance and Retail
- Ensure that daily bank reconciliations are produced accurately and that all reconciling items are investigated and cleared ensuring no items are outstanding
- Drive improvement and automation of the Bank and Balance Sheet reconciliation processes
- Produce ad hoc financial analysis for queries from the wider business and senior management
- Review Financial Control and Operations procedures regularly and update as appropriate, adding new procedures where necessary
- Ensure that finance interests are represented on daily tasks and/or projects and that their impacts on finance processes are understood
- Help to identify inefficient processes across the business and finance department. Where possible work with the affected area to help implement the changes required. Where an IT solution is required, help to raise a small change or investment case for Investment Committee approval
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Senior Finance Operations Analyst Resume Examples & Samples
- Co-responsibility with Head Novartis Pharma Services Finance Operations to provide high quality services with a clear focus on the customer. Strive to achieve superior customer satisfaction
- Manage and monitor mid- size projects for further improvement in accounting and reporting. Perform change management and update project documentation and respective Standard Operating Procedures. Ensure knowledge transfer within the team
- Single point of contact for defined representation offices/countries, providing support for all Finance matters and liaise with relevant functions like Export Operations Credit Management and Supply Chain Management
- Manage day-to-day activities for allocated countries
- Sales recognition assessment and validation of the provisions for sales reductions vs. the agreed contractual terms and follow up
- Ensure customer accounts and statements are correct, credit and debit memos are promptly issued, disputes are promptly resolved & payments from and to customers are promptly and accurately posted
- Commercial contract review and creation of Accounting Position Papers (APP) as needed
- Resolve complex accounting and reporting issues and disputes or coordinate with various departments and escalate with Head Finance Operations Novartis Pharma Services as required
- Coordination of accounting and reporting activities with Rep Offices and Financial Service Centre (FSC). Provision of timely and seamless service
- Manage balance sheet reconciliations of allocated accounts and ensure timely resolution and clean-up of identified overdue items
- Drive the closing process independently to deputize the Head
- Assist to Head of Fin Ops with key accounting and reporting matters
- Drive together with Head of Finance Operations the monthly review of the local Balance Sheets and account reconciliations, ensure follow up issues are addressed timely
- Ensure compliance with Novartis Pharma Services Guidelines, Novartis Accounting Manual (NAM), Novartis Financial Controls Manual (NFCM) and regulatory requirements
- Ensure application of agreed Novartis control procedures and actively support to deliver SOX certification. Follow up on audit issues and implement correcting measures
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Finance Operations Analyst Resume Examples & Samples
- Associate's Degree in a related field
- Experience with basic Finance or Accounting principles, including but not limited to: understanding transaction process; experience paying different vendors / providers; or, knowledge of different product codes / pricing
- Solid analytical, research and mathematical skills
- Understanding of medical claims processes
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Finance Operations Analyst Resume Examples & Samples
- Global Job Summary
- Operational (including transactional) task execution
- Order booking and billing, monitoring and supporting such activities
- Ticketing Support
- Cooperation and Communication with internal and external customers
- Participates in Month- and Quarter-End Closings
- Responsible for administration of customer contracts which includes creation of customer information in SAP's systems, such as customer master data, creation of installations, customer contact information related to the booking of a contract, invoicing customers, software delivery, and revenue recognition of deals booked
- Fluent written and spoken English skills – Required
- Experience working within a finance-related field is an advantage
- Strong analytical skills; focus on details
- Customer-oriented profile
- College student or graduate
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Finance Operations Analyst Resume Examples & Samples
- Major Responsibilities / Accountabilities % of Time
- Preparation of Budgets/LEs
- Coordinate affiliate standard cost submissions with PRUSA brand P&L preparation with analysis on year over year impacts and communication to the broader BP&A team
- Calculate standard costs for PRUSA brands with budget submission to all relevant financial reporting systems. Maintain finished good price variance R&O for LE submissions
- Review distribution & handling (D&H) assumptions with Operations department and prepare rates across Brand P&L’s. Leverage R&O tracker to prepare LE’s by brand
- Work with Department Heads to build structure cost budgets and identify R&O items for inclusion in LE’s. Analysis and follow-up with cost centers necessary
- Work with export team to develop budgets and forecasts & identify risks & opportunities. Includes calculation of transfer prices during budget and coordination with affiliates
- Year/Month end close responsibilities
- Maintain CAAP based COGS/D&H month end rate variance models
- Analyze finished good price variance for PRUSA brands to identify drivers and prepare R&O
- Review D&H month end rate variance models to determine impacts versus prior year. Deep dive on material variances to identify risks and opportunities vs Budget
- Structure Costs – Analysis of monthly structure costs, preparing accruals, following up with dept heads on variances/potential R&O, and preparing findings for presentation to finance management. Also includes preparation of cost center reports and dissemination to department heads
- Export P&L analysis of actual results versus budget and highlighting reasons for variances to management. Includes booking accruals, liaising with marketing & affiliates, and writing up findings for marketing & finance management
- Financial system support and improvement
- Ad Hoc Analysis
- Working Conditions: Physical Environment: Check which physical environment description is most accurate for this job
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Finance Operations Analyst Resume Examples & Samples
- Assist with the creation of quotes for order entry
- Validate service order pricing with sales team
- Involve in invoicing and provisioning
- Validate booking and billing data
- Partner with sales and support teams to ensure all customer accounts are properly provisioned
- Engage with customer and sales team on account changes upon renewal
- Participate in designing and implementing an evolving business process to support extreme revenue growth
- Collections and Receivables
- Monitor collection activities
- Provide weekly updates on interactions with customers to Finance and Sales Management (Americas, EMEA, APAC)
- Process approved credit card refunds
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Finance & Operations Analyst Resume Examples & Samples
- Develop the HRSS budget (plan), working with Head of HRSS and Finance for the fiscal year
- Reporting of HRSS incurred costs against budget throught the fiscal year
- Supporting the HRSS operation to accurately forecast and reforecast resource requirements throughout the year
- Implementation of controls to ensure that costs are managed effectively. Encouraging a culture of treat every penny as you own
- Supporting financial analysis of decision making to ensure that decisions/changes are properly cost impact assessed, e.g. changes, project feasibility analysis
- Provide accuracte financial and FTE performance reports to the HRSS Leadership Team and Operational Managers to support decision making, assess financial performance and plan for the future
- Ability to analyse financial and resource usage data to identify patterns / themes and create recommendations
- Creation/maintenance of budgets, forecasts and recommending cost savings/spend usage
- It is essential to have an analytical mindset
- Demonstratable experience of building strong relationships with different operational areas
- Ideally, the successful applicant will have understanding of SLA’s and KPI’s
- Experience to advanced user MS Office MS Project, PowerPoint, Word, Outlook are essential
- Advanced Excel user, e.g. use of V Lookup formuals, basic statistics (mean, median, mode) and pivot tables. Experience/knowledge of query building/Power Query would also be advantageous
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Finance Operations Analyst Resume Examples & Samples
- Assists with the creation of tools and resources for production, business development and process engineering to assist them in identifying, quantifying, prioritizing and monitoring losses within the plant
- Supports the Plant Controller & Operations Manager in guiding and driving the loss analysis and productivity agenda Works with process owners on financial performance of loss elimination plans and assesses and communicates the financial risks/opportunities of these plans on a periodic basis
- Track actual performance against relevant KPI’s, production standard and also track direct fixed cost spending Supports the Plant Controller in assessing the financial viability of productivity driven projects and focus improvement plans across all lines in the plant Supports the process of assessment of volume, sku/mix portfolio and asset utilization and labor optimization initiatives
- Support accurate product costing. Collect and check integrity of shift data in order to produce correct calculations
- Bachelor’s Degree in Finance, Accounting and/or Industrial Engineering is required
- Minimum of 2 years of experience in manufacturing environment
- TPM/Lean experience is preferred
- SAP knowledge is an preferred
- Minimum 5 years of experience in PNC is preferred
- Highly proficient in Excel/Spreadsheet skills is required
- Able to work in fast paced environment and manage multiple priorities
- Must be pro-active
- Excellent Communication Skills (Verbal and Written) is required
- Must be a team player, possess excellent interpersonal skills and be able to work effectively with colleagues at all levels of the organization
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Finance & Operations Analyst Resume Examples & Samples
- Bachelor’s degree or advanced degree with a minimum of two years of accounting/financial experience; or an equivalent combination of education and experience
- Proficiency with MS Windows and Office (Outlook, Word, Excel)
- Knowledge of institutional administrative, purchasing, travel, entertainment, and budget policies
- Demonstrated ability to manage a variety of financial accounts including budget planning, reconciling accounts on a monthly basis, purchase authorization, and supervision of private and federally-funded grants
- Strong analytical and critical thinking skills, with the ability to problem-solve
- Proficiency in financial reporting and accounting support
- High level of motivation; attention to detail with a high level of accuracy; strong ability to organize and prioritize
- Master’s degree Public Administration or Business Administration
- Experience in Plastic and Reconstructive Surgery
- Campus and Medical Center Financial System experience to include Chart of Accounts, MyReports, and BearBuy
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Fnp-finance Operations Analyst Resume Examples & Samples
- Reviewing employees expense reports in OpenAir
- Requesting payments for T&E reimbursements on fortnightly basis
- Prepare T&E accrual entries (month-end)
- Preparing Cross Charges of expenses to the correct region
- Performing monthly Expense reconciliation
- Assisting in providing details for billing to regional analyst
- Tracking Project T&E cost
- Request for setup of employee’s vendor code
- Preparing various reports to management and team
- Assist with day-day operations of the business
- All finance operations aspects of the two COE’s in Manila and India inclduign adhoc duties as required
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Finance & Operations Analyst Resume Examples & Samples
- Modernization project financial support and coordination with Corporate Accounting, including capital tracking for both the Millport and Dierks lumber mills
- Lead and act as a focal point for monthly P&L/S&OP forecasting processes
- Financial analysis of all capital projects
- Lead strategic planning processes, including providing input on potential solutions for continuous improvement
- Develop production reporting for mill statistical tracking
- Leader for the mill cost team
- Perform month-end closing tasks and deliver key operating cost/margin results
- Maintain and monitor key internal controls
- Create, maintain and deliver routine financial management reports as assigned
- Develop efficient and reliable processes and maintain accurate process documentation
- Lead and manage office staff
- Lead/participate in special projects
- Promote and foster the team work system
- Participate and work with internal/external financial audits and reports
- Time management – set priorities and multi-task oriented
- Bachelor's degree in Accounting, Finance or a related field
- Ability to excel in a team environment, willing to embrace change and collaborate to get results
- Desire and capacity to learn business operations of the lumber business
- Ability to communicate effectively across all levels of the organization
- Highly motivated self-starter who performs well in a continuously changing environment
- Demonstrated problem solving ability, and the ability to design and improve processes
- Leadership characteristics to identify process improvements that add value to the business
- Proficiency with Microsoft Office products including Excel, Word, and PowerPoint
- 2–5 years of work experience and a demonstration of progression in work responsibilities
- Experience in accounting for manufacturing operations
- CPA, CMA, or MBA
