Financial Analyst, Analyst Resume Samples
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Financial Analyst, Analyst Resume Samples
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JB
J Brekke
Juliana
Brekke
455 Sim Corner
Philadelphia
PA
+1 (555) 564 3233
455 Sim Corner
Philadelphia
PA
Phone
p
+1 (555) 564 3233
Experience
Experience
Chicago, IL
Plant Financial Analyst
Chicago, IL
Stoltenberg and Sons
Chicago, IL
Plant Financial Analyst
- Assist in periodic reporting and analysis of plant performance metrics relative to plan for communication within the plant and across division
- Work with Plant Controller to drive continuous improvement in transactional cycles
- Improve controls around inventory to minimize correcting adjustments
- Assist management with ensuring compliance with company policies, including those covered in SOX404
- Assist the plant management with the annual budgets
- Work with local management on financial forecasts for the current month and quarter
- Assist with maintainenance of the cost estimating system, work with customer service on product spec costs, and review product costs by order
Dallas, TX
Client Financial Analyst
Dallas, TX
Bashirian-Lindgren
Dallas, TX
Client Financial Analyst
- Serve as the key resource for all financial management responsibilities of a client team, including operational compliance, revenue recognition, financial reporting, budgeting, forecasting, and project and staff management
- Support end-to-end financial project manage from the initiation of the client contract and job creation in SAP through to the monitoring of bill rates, WIP, Invoicing and revenue recognition
- Works independently on more routine/less complex assignments, and under the direction of a manager or Account Manager/Account Executive/Producer on more complex assignments
- Provide Ad Hoc reporting requests to support project managers
- Assist in troubleshooting SAP/System issues by working closely with dedicated SAP Support team
- Manage P&L, WIP and AR for assigned clients
- Works independently on more routine/less complex assignments and under the direction of a Producer on more complex assignments
present
Chicago, IL
Rohq-fro-financial Rep Analyst, Assistant VP
Chicago, IL
Russel-Morissette
present
Chicago, IL
Rohq-fro-financial Rep Analyst, Assistant VP
present
- Conduct thorough investigation on medium high to complex customer queries and concern prior to escalating issues outside System Operations
- In-depth knowledge in financial and management reporting is an advantage
- Graduate of Finance, Accounting, or any Business related courses
- Prepare materials for the post mortem discussions with the business (MOR) and technology (including metrics)
- Be aware of the changes and its impact on the system/process
- Adhere to standards and best practices
- Ensure team’s compliance to procedures and controls
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Southern Illinois University Carbondale
Bachelor’s Degree in Finance
Skills
Skills
- Strong verbal & written communication skills, and ability to convey simple messages on complex topics
- Excellent organizational, communication, and time management skills, with the ability to perform with general direction; Ability to work effectively across a multinational organization ; Excellent written and oral communications skills ; Detail oriented; Consistent demonstration of tact, discretion and good judgment
- Strong proficiency with PowerPoint
- We are a financially strong and stable bank
- Excellent verbal, written, and interpersonal communication skills: ability to interact professionally with various levels of management, peers, and key partners within the Bank
- Demonstrated ability to multi-task work in a fast-paced environment with a highly positive attitude and collaborative approach
- Self-motivated, able to work independently and perform multiple tasks under minimal supervision
- Ability to manage multiple priorities and commitments concurrently
- Solid analytical, evaluative and/or critical thinking skills
- We offer a matching 401k, a Retirement Plan, a variety of Flexible Health Benefits
15 Financial Analyst, Analyst resume templates
Read our complete resume writing guides
1
Financial Marketing Analyst Resume Examples & Samples
- 1+ year of industry experience in reviewing Marketing materials, Advertisements and Sales literature
- Bachelors' Degree in a related field
- Must have Series 24
- Understanding of Regulatory guidelines as they apply to Communications with the Public
- Experience with Computer Applications
- Working knowledge of Brain Shark or Live Meeting
- Microsoft Office/Suite proficient (Word, Excel, PowerPoint, etc.)
2
Financial Risk & Controls Analyst Resume Examples & Samples
- 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. Primary areas will target lower risk areas. Key steps will include
- Audit experience, including work in the areas of audit program design, control assessments and conducting various stages of operational audits, a plus
- Bachelor’s degree or equivalent. Course work in the areas of auditing, internal controls and accounting are definite assets
- Desirous of pursuing a professional certification such as a CPA designation
- Professional and effective communication skills both written and orally
- Ability to interact and work with various levels, from staff to management
- Ability to work independently as well as a contributor to the team
- Proficient computer skills including applications within the Microsoft Office suite, and the ability and willingness to learn other applications as required
- Ability to exercise sound judgment
- Ability to complete assignments on a timely basis
- Ability to prioritize and deal with multiple assignments
- Works is performed under general direction; participates in determining objectives of assignments; work is reviewed for accuracy in meeting objectives
- Solves problems of moderate scope and complexity, refers to policies and practices for guidance
- Some travel may be necessary to other FTI locations
3
Financial Bid Analyst Resume Examples & Samples
- Work across the organisation cross functionally to perform detailed review & analysis of bid financial review & submission process
- Engagement with product managers, sales managers & bid team to understand key elements underpinning customer offering
- Use influencing & leadership skills across the matrix to challenge key assumptions to optimise bid financials
- Develop, manage & update the financial model from a profit & cash perspective to assess each campaign
- Developing scenario/sensitivity analysis for the most critical variables in bid proposal
- Drive for effective and accurate deal presentation, review and approval with senior management
4
Controllers Financial Lead Analyst Resume Examples & Samples
- 8 plus years experience in accounting
- Insurance accounting experience is preferred
- Investment accounting experience is a plus
- Excel and database: advanced
- Bachelors degree-accounting/finance, accounting is preferred; M.B.A. or C.P.A
5
Financial Informatics Analyst Resume Examples & Samples
- Bachelor's Degree in Mathematics
- General health care knowledge
- Some familiarity with Company legacy data sources
- General skill with MS Office (particularly in Excel and Access
- Intermediate SAS programming skills or SAS Enterprise Guide, macros and analytics, or other similar tools and some debugging experience
6
Financial Performance Management Senior Analyst Resume Examples & Samples
- Support all aspects of CCAR documentation including business narrative and management overlay discussions in support of the overall capital plan write up. Liaison with the appropriate parties in the business and the CCAR office on the same
- Work directly with Front Office executives and existing FP&A professionals, to derive meaningful business drivers, key risks and economic variables to form the basis for CCAR/PPNR modeling
- Support on US IHC-wide analytics on financial and business driver data sets. Partner with IT on understanding various IHC data cuts and data gathering requirements
- Leveraging the existing annual planning & 5 year forecasting processes, develop integrated approach for legal entity forecasting, including elements away from PPNR, such as balance sheet forecasting, liquidity implications, change in risk constructs, etc
- Support in managing production of the presentational materials for CCAR/PPNR results to various C-level executives, CCAR Office and Regional business heads
- Partner with PPNR modeling team to participate in capital plan narrative and documentation, including authoring line of business engagement, variable identification, new business initiatives, response under stress, etc
- Analyze and recommend enhancements to existing firm processes to streamline model approach/documentation and enhance overall quality & accuracy of the process
- Financial Planning & Analysis
- In-depth exposure & hands-on experience in CCAR/PPNR project, workflow & forecasting
- Strong computer skills in organizing and manipulating large amounts of data (Advanced MS Excel/Access preferred)
- Minimum 2-3 years recent relevant experience
7
Financial Data Analytics Analyst Resume Examples & Samples
- Analyzing and generating financial reports
- Performing ad-hoc queries and problem solving P&L issues through: Mainframe, SAS, Excel Spreadsheets for controllers, business and other relevant areas in a timely fashion
- Working knowledge of various warehouse methodologies, technologies and design concepts
- Communicating and follow up with all relevant areas (Billing, Interest, Middle Office, Front Office, Technology) as needed
- Mainframe knowledge, applications
- BS degree – IT, Finance, accounting preferred
- 3 years min exp with SAS programing language
- Data reporting and analysis experience
- Business Analytics, Quantitative Analysis, or Statistics or Finance/Accounting experience
- Strong quantitative, analytic, facilitation and communication skills
- Hands on experience in creating and utilizing Excel reports; macros, pivot tables, vlookup, sumifs, if statements, macros
- Experience with Oracle and Access Databases; tables, queries, macros. Ability to work VBA code for macros and VBA code
- Attention to detail, organization and accuracy
- Ability to multi-task with flexible and adaptable working style
- Strong analytical skills and a control mindset
- Exceptional problem solving and communication skills with a positive can-do attitude
- Proactive, requires minimal supervision, ability to work as a team player
- Ability to learn and understand new business products and processes quickly
8
Global Financial Strategies Analyst, ANL Resume Examples & Samples
- Obtaining and analyzing research related to ongoing projects
- Sourcing and working with data, including analyzing results and developing exhibits
- Formatting and editing publications
- Distributing publications
- Marketing published work to sales team
- Creating new slides and updating large body of existing slides
- Management of research distribution list
- Calendar management / meeting organization
- Answering telephone calls
- Preparation of extensive travel arrangements (itineraries, tickets, and cars)
- Processing of expenses
- Obtaining legal approvals, internally and externally
9
Financial Intermediary Liaison, Analyst Resume Examples & Samples
- 3 to 5 years related industry experience
- 4-year college degree in business or related fields
- Strong spreadsheet, database, and reporting skills
- Ability to develop strong relationships
- Familiarity with DST systems and TA2000
- Working understanding of National Securities Clearing Corporation and its product offering
- Understand the basics of the financial industry including: Mutual Funds, 529 products, Exchange traded funds
- Ability to travel out of state 1-2 times annually
- Strong judgment and Decision making skills
10
Financial Treasury Analyst Resume Examples & Samples
- Update Canon USA’s daily cash position
- Assist in determining available cash to invest on a daily basis
- Control intercompany loans with subsidiaries
- Prepare daily, monthly and quarterly journal entries for expense allocations and accruals
- Monitor departmental and product division expenses through internal reporting
- Monitor bank fee billing to ensure accuracy versus contracted rates
- Assist Budget Department to ensure timely accurate budget
- Prepare monthly reporting requirements for management
- A Bachelor's degree in Accounting or Finance
- 2 - 4 years of experience in Treasury Management operations
- Strong knowledge of general accounting principles, budgeting and computer systems
- Proficiency with Excel, MS Word, Powerpoint
- Knowledge of Treasury Management Systems
- Strong written and oral skills. Ability to communicate effectively with senior level management
- MBA or CTP is preferred, but not required
11
Customer Financial Services Deduction Analyst Resume Examples & Samples
- Drive organizational cash flow by obtaining documentation and resolving customer discrepancies related to trade spend and other deductions
- Ensure exceptional customer support, by actively collaborating with customers and internal business partners
- Ensure accuracy of promotional spending, by understanding specific “Pay for Performance” guidelines and “Go To Market” customer plans, as developed by the Sales organization
- Enforce trade settlement policies and/or procedures with customers and internal sales partners
- Drive self-improvement and continuous learning, through coaching and feedback
- Other responsibilities as assigned by Manager
12
Financial Planing & Analytics Senior Analyst Resume Examples & Samples
- Good financial analysis and management reporting background having 1-2 years (C09) / 2-5 years (C10) prior work experience
- Experience of working with financial data and knowledge of financial reporting tools
- Essbase, Business Objects would be a plus
- Demonstrate an ability to learn and desire to develop and improve by challenging status quo
13
Financial Forecasting Analyst Resume Examples & Samples
- Review existing forecasting methodologies and determine how forecast variances can be reduced based on new statistical approaches
- Own, maintain, and improve the existing company financial model
- Monthly ownership of variance analysis reporting
- Manage annual budgeting and planning process with finance leaders
- Work with relevant parties to determine future plans for hiring and attrition across all groups in order to increase accuracy in compensation and benefits expenses
- Work with accounting to ensure accurate allocation of expenses for Corporate Functions to the appropriate cost center for authorized spend
- Perform ad hoc reporting as necessary
- Bachelor’s degree in accounting, business, or finance
- Strong Excel skills including the ability to create complex formulas for reporting
14
AML Financial Intelligence Analyst Resume Examples & Samples
- Conduct due diligence searches in various third party and internal databases
- Prepare Suspicious Activity Reports as appropriate
- Develops documentation related to AML issues to enhance corporate policies
- Maintains currency in laws and regulations pertaining to anti-money laundering compliance
- Concepts, practices and procedures of securities industry and/or banking compliance reviews
- Maintain currency in anti-money laundering rules and regulations and compliance examination techniques and best practices
15
Financial Maintenance Quality Analyst Resume Examples & Samples
- Ensure accuracy of customer account history through audit research and problem resolution
- Ensure tasks are performed in accordance with Financial Maintenance General Procedures
- Create and maintain thorough training documents and procedures
- Train new representatives on various processes and tasks
- Perform quality checks of department tasks in accordance with monthly quality scoring system
- Handle/assess complex account issues to resolve problems or answer questions
- Communicate via e-mail and telephone for resolution and follow-up of account issues with vendors, financial institutions, and all VCI personnel
- Monitor daily workflow for timely and accurate processing
- Provide assistance in the development of department policies, procedures, and system enhancements
- Provide leadership to other representatives and assist with procedural or technical inquiries as needed
- Report the daily status of tasks to management, assist with daily workflow
- Ensure consistent service to external and internal customers (in absence of Supervisor)
- Serve as contact point for escalated issues
- Perform variety of departmental tasks as needed
- Previous experience in financial or banking environment which required great attention to detail
- Previous experience in Financial Maintenance department and its processes
- Knowledge of Leasepak system and understanding of account payment history
- Previous supervisory/management experience
16
Financial Rptg Analyst Resume Examples & Samples
- Interacts with auditors to provide information and access to accounting records and financial reports
- Requires 5 years minimum prior relevant experience
- Strong analytical and problem solving skills and research ability
- Compile statistics data and create reports using Microsoft Excel
17
Financial Repsentative Analyst Resume Examples & Samples
- Ensure Team addresses customer concerns in a timely manner or within the agreed SLA
- Ensure Team adheres to the governance and framework
- Conduct thorough investigation on medium high to complex customer queries and concern prior to escalating issues outside System Operations
- Escalate to the appropriate resolver group if resolution can be delivered by a team outside System Operations
- If with contention, prioritize issues raised by customer and/or issues encountered on the systems/processes that may contribute to delays in publishing of results and reports
- Ensure team’s compliance to procedures and controls
- If required, liaise with the business, data owners and/or Technology Team to facilitate faster response to and resolution of issues
- Present customer query metrics and, attend end-to-end status and other issue-related call
- Prepare materials for the post-mortem discussions with the business (MOR) and technology (including metrics)
- Be aware of the changes and its impact on the system/process
- Preferably at least 3 years work experience
- Foster teamwork and camaraderie
18
Financial Investigation Unit Analyst Resume Examples & Samples
- Program Execution
- Minimum 1-3 years of Financial Crimes alert processing/investigations, AML alert processing/investigations experience
- Minimum 1-3 years of Retail Broker/Dealer experience
- Bachelor’s Degree and/or equivalent experience preferred
- FINRA Series 7 preferred
- CAMs Certification preferred
- High level of analytical skills and problem-solving
- Working knowledge of AML, EDD and KYC regulatory requirements
- Working knowledge of Financial Crime Detection software, i.e. Mantas, SAS, Actimize, or similar
- Ability to work in a fast paced/high volume environment
- Ability to multi-task and work effectively
- Self-Motivated and results-oriented
- Capable of prioritizing and meeting deadlines
- Strong attention to detail and display a consistent quality of work
- Professional demeanor in dealing with internal and external clients
- Strong PC skills (Microsoft Office with emphasis on Excel)
19
Financial Resource Management Analyst Resume Examples & Samples
- Structuring and solving problems
- Analyzing position- and portfolio-level data (financial, risk and returns metrics)
- Bachelor's degree and significant qualifications in Finance, Accounting, Economics, Computer Science, Math, Financial Engineering, Physics or related field
- Relevant experience in the Financial Services industry or strategy consulting
- Analytical aptitude regarding data analysis and quantitative strategies
- Ability to visualize concepts and analytics, and contribute to impactful presentations
- An open mind for critical and creative thinking
- Quickly internalizing new concepts and topics
- Self-motivated, with a strong desire to learn and work independently
- Ability to work under pressure in a highly professional Front Office environment
- Superior attention to detail and level of accuracy
- Experience with relational database systems and statistics packages (SAS, SQL etc.)
- Ability to coordinate processes and work as part of multiple teams across a firm
20
Rohq-fro-financial Rep Analyst, Assistant VP Resume Examples & Samples
- Ensure good quality customer service at all times
- Prepare materials for the post mortem discussions with the business (MOR) and technology (including metrics)
- Manage communication and coordination of issue investigation and resolution with various resolver groups
21
Financial Standards Analyst Iv-plymouth, MN Resume Examples & Samples
- Participating or leading significant divisional projects, as assigned, including effective project management or oversight, to assure successful outcomes. Projects may include significant accounting policy or process changes, controls assessments, systems implementations, and significant corporate transactions
- Maintaining and developing the company-wide Accounting Policy Manual, including partnering with business-line finance and accounting management to implement new and/or revised policies as needed
- Monitoring activities of various accounting standard setting bodies (FASB, AICPA, SEC, and PCAOB) and regulatory authorities (Office of the Comptroller of Currency) and facilitating communication of changes to internal and external stakeholders
- Leading or assisting with implementation of new accounting standards
- Coordinating and serving as the Corporate representative on significant corporate committees/functions such as corporate governance, records retention, and disaster recovery
- Administer reporting and documentation of management identified internal control findings
- Assure that processes in all areas of responsibility are adequately and effectively controlled and that effective change management is in place
- A minimum of 6-8 years of public accounting or relevant corporate experience is required
- A bachelor’s degree in Business, Accounting, Finance or related is required. Candidates with an advanced degree or professional Certification (CPA, CFA, CFM, etc.) would be preferred
- Knowledge of and/or experience with the financial services industry would be considered a plus
- Advanced skills in Microsoft Excel are required and experience with Microsoft Access a plus
- Must be able to demonstrate proficiency with the following skills
22
Region Financial Insights Analyst, Ccar Resume Examples & Samples
- Quarterly PL updates for marketing and management community based on new market realities
- Preparation of Brand PLs Dashboard
- Assessments for New Product/Package Launches
- Prepares customer system P & L analysis
- Supporting FI Manager with finance related issues
- Calculation of draft budget for each promotion
- Verification of Bottler's financial assumptions
- Concentrate pricing process (price letters, discounts etc.)
- Maintenance of New Launch tool with regards to financials. Coordinating up to date financial readiness for New Launch meetings
- Providing support to brand team and management Ad-Hoc requests (Brand/Package PL information, discount from bottler for sampling products, Free product cost information, marketing productivity analysis)
- Provide support to “Finance Team” internally in Brand Support inquiries, Ad-Hoc analysis, presentation preparations or any kind of research needed
- Follow up of routine bottler Information: bottler monthly management booklet, bottler monthly by pack volume, retail prices RE, bottler FX rates, bottler Quarterly WebEx, SPK reports and etc
- Powerful PC skills especially Excel
- Cost accounting and analysis / Proficiency in Revenue management
- Proficiency in understanding, analyzing and managing financials of a FMCG company
- Sting
- Accounting knowledge is a plus
23
Financial Market Data Analyst Resume Examples & Samples
- The candidate will be expected to efficiently and accurately resolve problems in a challenging, delivery-focused environment
- The successful individual will be exposed to and acquire knowledge of an innovative and high-profile technology-driven business area
- Candidate will be responsible for liaising with the traders/Quant to understand their analytical requirement and developing query engines
- Candidate will also be responsible to solve traders and Quant queries related to market data and analytics
24
Operation Analyst for Financial Excellence Resume Examples & Samples
- The role is responsible for exploring, driving and supporting the optimization of operating costs
- Collecting data for financial forecast
- Supporting of the execution of the financial plans (monitoring, following-up, facilitating related activities
- Managing contracts with the involvement of partnering functions (e.g. legal, sourcing)
25
Client Financial Analyst Resume Examples & Samples
- Serve as the key resource for all financial management responsibilities of a client team, including operational compliance, revenue recognition, financial reporting, budgeting, forecasting, and project and staff management
- Support end-to-end financial project manage from the initiation of the client contract and job creation in SAP through to the monitoring of bill rates, WIP, Invoicing and revenue recognition
- Ensure client contracts conform to the correct revenue recognition principles in a given contract and in the creation of projects in SAP
- Partner with the VP, Finance to improve accountability & foster efficiencies
- Certify that all jobs/contracts are setup or amended accurately and in accordance with an approved SAP Contract Creation Form or SAP Contract Amendment Form
- Establish and adjust priorities throughout the billing cycle to ensure that all monthly deadlines are met
- Monitor accounts receivable and works directly with Collections Specialist/Account Managers to resolve any collection issues
- Actively participate in period status meetings by coming prepared with detailed status of all open issues and by promptly acting on all action items assigned
- Assist in troubleshooting SAP/System issues by working closely with dedicated SAP Support team
- Provide Ad Hoc reporting requests to support project managers
- Creative Thinker and Problem Solver
- Strong Understanding of SOX revenue recognition
- Thrives in taking personal accountability and ownership
- Ability to prioritize, multi-task and resolve issues
- Comfortable interacting with all levels
26
Client Financial Analyst Resume Examples & Samples
- Liaise with various WPP Operating Groups and Companies as well as the Client during each quarterly SOW negotiation. This position will be required to take ownership of certain elements of the process including staff plans, variance analysis and the SOW document preparation
- Monitor and analyze resource allocation vs. utilization (planned vs. actual)
- Monitor contractual relationships with clients to ensure compliance with all billing, compensation and reporting terms
- Prepare monthly revenue recognition adhering to corporate guidelines and client contracts
- Manage P&L, WIP and AR for assigned clients
- Outstanding inter-personal skills with the proven ability to interact and pro-actively work with colleagues and clients of all levels and personalities
- Highly organized with the ability to handle simultaneous projects, prioritize tasks and meet deadlines
- 3+ years of financial analysis and/or accounting experience in an advertising or service industry environment
27
Plant Financial Analyst Resume Examples & Samples
- Develop & Deliver Plant Financial Targets aligned with Division Financial Targets
- Improve our ROI for all plant Capital Investments (AFE-Authorization For Expenditures)
- Improve the Financial Impact to the P&L and Balance Sheet for all relevant LSS (Lean Six Sigma) projects in the plants
- Be a contributing member to the Lean Journeys in the Plants and within our organization
- Provide Insights and Establish Predictive Analytics of Financial Performance to Plant Leadership, Division Finance, & Division Manufacturing in a Monthly/Weekly Rhythm
- Annual Forecasting of the Operating Plan for the plant and input to other forecasting processes (Divisional Operating Plan)
- Prepare the plants for the upcoming ERP (SAP) implementation
- Driving Awareness of Standard Cost P&L/Financial Acumen in Plants
- Establish the Standard Plant COGS Drivers as weekly/monthly measurements of performance (Manufacturing Variances, Inventory Adjustments, and Spend/Volume impact)
- Ensure that current SKUs have appropriate costs during the annual inventory revaluation process
- Improve controls around inventory to minimize correcting adjustments
- Ensuring Data accuracy at the source, and correcting future behaviors so that issues do not reoccur (5 Whys & Root Cause Analysis)
- Training of our peers and our clients
- Ensuring compliance with 3M Global Financial Standards (GAAP)
- Conducting the quarterly Self-Assessment Compliance process and addressing any risks or concerns with a Management Action Plan (MAP)
- Be a leader/member on the PAC project teams that are aligned with furthering our 8 guiding principles and annual Goals
- Bachelor’s degree or higher in from an accredited university
- Minimum of two (2) combined years of Finance and/or Accounting experience
- Five or more (5+) years of Finance/Accounting experience
- Masters in Business Administration
- Lean Six Sigma Green Belt
- Ability to find alternative paths to reach objectives
- Sound analytical skills
28
GSS Financial Analyst Resume Examples & Samples
- Provides complex, financial analysis for the GSS LFP&I business
- Establishes and maintains relationships with business leaders to guide and influence decision-making within a limited scope
- Provides mentoring and guidance to entry level analysts
- P&L management: month end close, actuals analysis, accurate and timely reporting of financial results to the business and to relevant stakeholders
- Contribute to budget planning
- Business interest into graphics printing
- Ability to work in a complex and fast moving environment, flexible to change
- Good understanding of accounting principles, especially P&L and B/S
- Good analytical skills/ not adverse to data management
- Good Communication and influencing skills
- Teamwork skills
29
Advanced Financial Analyst Resume Examples & Samples
- First level university degree with a focus in business or economics; advanced degree or accounting certification (e.g., Certified Public Accountant (CPA), Bachelor in Finance), Master of Business Administration (MBA) preferred
- Strong understanding of FP&A Processes (Flash, MEC, Budget)
- Strong understanding of Master Data (Functional Area, Financial Owner, Business Area, Profit Center, MRUs, etc.)
- Strong analytical skills / detail oriented
30
Financial Analyst / Analityk Finansowy Resume Examples & Samples
- Degree in accounting (preferably), Economy, Finance or Management
- Knowledge and experience in area of accounting and finance of at least 2 years
- Very good business application skills (e.g., Microsoft Excel)
- Very good communication and influencing skills
31
Financial Analyst Internal Co Resume Examples & Samples
- Responsible for the documentation, monitoring and testing of internal controls
- Sarbanes Oxley Act and 404-Certification is a primary focus of this position. The position will help to develop process flows, with identified points of internal controls. Also may be responsible for testing of controls
- Internal audit interface, aid on any Site Audits and supporting closing of internal audit findings
- Coordination of site BSR compilation, interface & support in closing of any actions
- Monthly coordination of account reconciliations and monthly compilation of account recon scorecard, including periodic reviews
- Quarterly coordination of Rep Letters
- Coordination of quarterly updates, reviews and submissions on internal controls
- Ensures that Corporate Policies are communicated, including any changes/updates, and followed
- Special projects supporting Internal Controls, as needed
- Key Success Factors
- Ability to work in a matrixes organization structure
- Ability to understand accounting and financial processes related to manufacturing operations and to develop working relationships with all involved
- Ability to manage and drive change across functional lines
- 4+ years related Finance & Accounting experience
- Strong written and verbal communication skills, including the ability to present complex information in a simple, understandable manner to all levels of organization, including management
- Ability to develop strong partnerships/working relationships with all functional areas, as well as the RFC/GFC and Sites
- Process oriented – proactively questions current practices and drives improvements
- Demonstrated ability to utilize leadership and planning skills to complete complex projects on schedule
- Ability to quickly and positively influence others
- Bias for action-results oriented
- Self motivated, self-starter, promotes positive attitude
- Comfortable adjusting to changes in work environment
- Advanced understanding of GAAP and HON Controller Policies
- Advanced proficiency in Excel, VISIO and Powerpoint
- Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
- Complex Problem Solving – Identifying complex problems and reviewing relating information to develop and evaluate options and implement solutions
32
Financial Intelligence Senior Analyst Resume Examples & Samples
- Assists the FI Team Lead with the FI function through the management and implementation of policies, processes and procedures
- Assists with directing a staff of professionals dedicated to conducting investigations, including providing work direction, coaching and development, as well as quality review of work product
- Exercise solid judgment while examining, identifying and documenting suspicious activity behaviors and patterns, to include whether or not the filing of a Suspicious Activity Report is appropriate. When appropriate escalate and/or refer problem accounts or customers based on applicable procedures. Provide guidance to business and functional partners as to appropriate courses of action when suspicious or potentially suspicious activity has been identified
- Document all findings in a centralized case management system, to include writing a detailed narrative supporting your findings. This includes the filing of a Suspicious Activity Report (SAR) when necessary
- Acts as a front-line technical resource for internal and external customers, including but not limited to, the various Business Lines and managers
- Serve as an expert on high risk products and customer types. This includes working escalated alert as necessary, such as, OFAC Sanctions, section 314 of the USA Patriot Act and internal fraud
- Ongoing evaluation of the efficiency of existing surveillance systems, rules and methodologies to ensure appropriate identification of fraud, kiting, money laundering, terrorist financing, or unusual account activity among Associated account holders
- 4-7 years BSA/AML, fraud, security, banking, compliance, audit, account monitoring or related experience with 2-4 years of focused BSA/EDD/Fraud experience required
- 7-10 years BSA/AML, fraud, security, banking, compliance, audit, account monitoring or related experience with 3-5 years of focused BSA/EDD/Fraud experience preferred
33
Financial Treasury Analyst Resume Examples & Samples
- Develop and maintain financial models to analyze corporate finance issues including credit metrics, interest rate swaps, liability management, and commodity risk; prepare presentations and recommendations for senior management
- Evaluate share repurchase and dividend alternatives to determine impact on key financial metrics
- Support the execution of capital markets transactions and compliance with debt covenants
- Interface with other corporate office functional organizations to provide forecast information and to obtain information and/or decisions needed by Treasury
- Analyze and prepare reports on peer activity regarding capital structure, capital deployment, capital markets transactions, and financial policy
- Interface with Investment Banks to monitor market trends and apply best practices to the company’s capital markets strategy
- Bachelor’s degree in Finance or related field with a minimum 6 years of experience in an analytical role (education can be substituted for years of experience)
- Investment Banking, Corporate Finance, and/or Financial Planning & Analysis background
- Familiarity with debt capital markets and corporate credit rating analysis
- Strong analytical capabilities with quantitative focus; advanced MS Office Excel modeling skills
- MBA or similar master’s degree
34
Financial Analyst, Analyst Resume Examples & Samples
- Prepare comprehensive and accurate financial analysis and financial reports
- Conduct specialized research into areas of financial concern or opportunity
- Enter GL accruals, reconcile invoices, and ensure effectiveness of financial controls
- Prepare reports of FTP trends monthly to facilitate accurate management reporting
- Participate in FTP-related discussions, including governing committees, working sessions with business units, and industry round table discussions
- Bachelor's Degree with 2+ years of experience in Financial Planning & Analysis, or similar field
- Very strong proficiency with Excel, including ability to create and maintain spreadsheets with the minimum complexity required to achieve necessary results
- Strong verbal & written communication skills, and ability to convey simple messages on complex topics
- Experience with financial software such as Hyperion or PeopleSoft is a plus
- Strong proficiency with PowerPoint
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Financial Analyst, Analyst Resume Examples & Samples
- Support the development, implementation and resource coordination of the Hyperion reporting framework required for firm-wide stress forecasting
- Ad hoc SmartView reporting to support bank wide stress testing initiatives
- Maintain existing stress testing calculators and ensure End User Computing (EUC) controls are followed and evidenced
- Perform comparisons across scenarios and articulate the sources of difference in the results
- Perform quality control checks to ensure consistent values and messaging
- Aid in alignment of message and tables across broad capital document (e.g. executive summary, centralized forecast documentation, and appendix)
- Assist in MRIA and MRA remediation efforts as required
- Assist in internal process documentation as required
- Assist in systems access and procurement of space and equipment for contingent and other resources
- Bachelor's Degree or Master's Degree with 3-5+ years of experience in corporate finance or corporate accounting
- Advanced Excel proficiency; ability to create complex spreadsheets, look up tables, pivot tables
- Intermediate to advanced skills in data analysis and design, and data mapping
- Excellent written communication ability
- Proficient in PowerPoint, Word, Visio
- Ability to work in a dynamic environment with rapidly changing requirements
- Understanding of banking products, financial statements, funds transfer pricing and risk management
- Experience with Hyperion Essbase and Planning a plus
- Experience in CCAR/DFAST a plus
- Willingness to take direction but work independently
- Ability to manage multiple priorities and commitments concurrently
- Excellent organizational, communication, and time management skills, with the ability to perform with general direction; Ability to work effectively across a multinational organization ; Excellent written and oral communications skills ; Detail oriented; Consistent demonstration of tact, discretion and good judgment
- Excellent verbal, written, and interpersonal communication skills: ability to interact professionally with various levels of management, peers, and key partners within the Bank
- Demonstrated ability to multi-task work in a fast-paced environment with a highly positive attitude and collaborative approach
- Self-motivated, able to work independently and perform multiple tasks under minimal supervision
- Solid analytical, evaluative and/or critical thinking skills
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Plant Financial Analyst Resume Examples & Samples
- One to three years of experience in a manufacturing environment
- Inventory management experience
- Proficient in Microsoft Excel applications
- Detail oriented, analytical, team player, good written and oral. communications and professional
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Plant Financial Analyst Resume Examples & Samples
- Complete controller tasks, including month end closing requirements, in the absence of a controller or when assigned
- Provide accurate information for departmental measurement systems that enable plant management team to track and measure performance
- Provide timely and accurate analysis on actual plant performance, responsibility statements, and company scorecards
- Track expenses for accuracy and evaluation
- Review and verify invoices to ensure accuracy, cost center assignment, and timely forwarding to corporate AP for processing
- Develop and conduct audits consistent with control responsibilities to identify plant control issues and monitor compliance
- Support centralized hourly payroll function as assigned to issue timely and accurate payrolls
- Participate in the month-end closing process to ensure accurate and timely financial reports
- Participate in the setting of standard costs and the budgeting process, as assigned
- Assist in the monitoring and analysis of material flow, MUV, scrap, and other operational issues as they relate to financial results
- Actively participate on assigned teams and/or projects
- Support and represent company as a union-free environment, or where a union already exists support a good working relationship with the union, honoring budget commitments and minimizing the effects of restrictive practices
- Provide a safe and productive work environment, including housekeeping
- Participate in the identification and implementation of continuous improvement initiatives
- Manage assigned accounting clerical staff to achieve departmental goals
- Role model CITE and Working in Teams principles
- Perform other tasks as directed by supervisor
- Bachelor’s degree in Accounting, Finance, Business, or related discipline; advanced degree is a plus
- Minimum of two years financial experience is required; manufacturing environment is a plus
- Experience with financial programs including but not limited to basic cost accounting, payroll administration, accounts payable/receivable, and general ledger
- Excellent personal computer skills in a network environment; Microsoft products experience required - Outlook, Word, Excel. Access experience a plus
- CPA certificate a plus
- Track record of successful project management
- Experience in working in a team environment
- Strong planning/organization/time management skills
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Client Financial Analyst Resume Examples & Samples
- Has direct customer contact. Projects, analyses, and/or assignments are less complex
- Responsible for conducting and documenting routine to moderate financial analysis projects for clients
- Bachelor's degree and 2 or more years related professional experience required
- Certified Management Accountant (CMA) or Chartered Financial Analyst (CFA) preferred
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Client Financial Analyst Resume Examples & Samples
- Has direct client contact
- Works independently on more routine/less complex assignments and under the direction of a Producer on more complex assignments
- Responsible for conducting and documenting routine to moderate projects for clients
- Strong PC and Microsoft application skills including PowerPoint and Publisher
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Plant Financial Analyst Resume Examples & Samples
- Perform monthly closing entries which include monthly accruals, adjusting payroll and other charges to ensure the P&L is accurate and correct in accordance to US GAAP
- Responsible for Balance Sheet Account Reconciliations on a monthly basis
- Analyze monthly vendor scrap and code shippers after material has been shipped to process credits
- Daily review of operations overhead spending to track where the operations are running versus budget
- Participates as a key lead in the Dubois War Room
- Organizes weekly review of operations labor and overhead spending to track efficiencies and variance to budget
- Approves all purchase requisitions to ensure proper accounting and spending limits are being met
- Participates in the production meetings to understand any issues in the operations that may affect the financials
- Investigate and resolve invoice issues with Dubois personnel as required in support of AP and AR
- Continuous analysis of PPV reports to measure costs savings initiatives
- Works with Materials Manager to prepare the inventory reserve calculation at least quarterly
- Partners with Materials Manger in the Dubois Cycle Count program and makes adjustments as needed
- Participates in weekly working capital meetings with the Materials Manager
- Ensures all Dubois transactions are being completed timely and correctly
- Document transaction processes for all manufacturing North American businesses
- Responds to inquiries from the Finance Team in Uniontown
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Client Financial Analyst Resume Examples & Samples
- Five or more years related work experience
- Insurance Licensing for the states in which you will do business
- Professional designation preferred, such as CPCU, CIC or ARM
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Client Financial Analyst Resume Examples & Samples
- Independently and under limited supervision, evaluates companies to ensure that they are qualified in the marketplace
- Refers unusual questions to more experienced specialists or management
- Receives and processes requests for quotations from account personnel
- Identifies and analyzes client exposures to recommend and/or design risk transfer/financing products
- Identifies appropriate carriers, sends requests, negotiates favorable quotes and prepares recommendations
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Plant Financial Analyst Resume Examples & Samples
- Strong financial analysis, forecasting and budgeting knowledge
- Analysis of financial statements, contribution margins, cost studies and production studies
- Works with local management to analyze capital projects. Uses incremental financial analysis to justify IRR and ROI. Reviews the project actual results after installation and compares this to the forecasted benefits
- Work with local management on data collection to be used for financial forecasts for the current month and quarter
- Assist with the data collection to be used by plant management for the annual budgets
- Participate in physical inventories of raw material, finished goods and fixed assets
- Assist management team by supporting their departments with financial metrics and current, accurate information that allows them to manage the business based on good investigative analysis
- 2-4 years of experience as a senior accounting professional
- Corrugated industry experience is preferred
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Plant Financial Analyst Resume Examples & Samples
- Assist with maintainenance of the cost estimating system, work with customer service on product spec costs, and review product costs by order
- Work with local management on financial forecasts for the current month and quarter
- Monitor aging reports
- Assist the plant management with the annual budgets
- Conduct physical inventories of raw material, finished goods and fixed assets
- Assist management with ensuring compliance with company policies, including those covered in SOX404
- 4-6 years of experience as a senior accounting professional
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Plant Financial Analyst Resume Examples & Samples
- Manage the process for production data inputs and analysis for both Oracle (database system) and the shipping module, including waste conversion impacts
- Report and analyze operations expense tracking vs. budget / trend by department and discuss with plant manager and production resource leaders to support ongoing forecasts
- Assist and review master data as needed/required to support the plant operations
- Assist with a variety of weekly reporting and analytics, including the processes around management of physical inventory reporting and variance analytics
- Responsible for following and enforcing procedures outlined in the Food Safety Plan and the Food Quality Plan and any other programs that support the SQF system and other 3rd party audits
- Create a Continuous Improvement environment by improving products, service, and processes with the objective to reduce waste within the bakery while striving for efficiency and profitability
- Track waste elimination projects that have been implemented and drive project focus by engaging as an active team member
- Help drive the company’s commitment to 0 injuries by being highly safety conscience, attending safety meetings and performing STOP audits in support of the plant
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Plant Financial Analyst Resume Examples & Samples
- Post bakery KPIs for LEAN reporting requirements
- Track waste elimination projects that have been implemented
- Assist in the EVA reporting process & record journal entries for accruals or corrections as needed
- Operations expense tracking vs. budget / trend by department, aiding in ongoing forecasts
- Trendata invoice dispatching & coding
- Maintain proper record retention & financial controls
- Assist with the weekly physical inventory process & variance reporting analysis
- Complete formula validations between Shop Floor, MIPS, & Oracle to ensure all systems are aligned
- Maintain product scoring records
- Assist in organization of training materials and documentation
- Must have strong analytical skills & be familiar with standard concepts, practices, & procedures of bookkeeping
- Working knowledge of MFG ERP system & standard costing preferred
- Strong computer skills: proficient with MS Word, Excel, PowerPoint, Oracle and other applications
- Good communication skills; work well in teams
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Financial Risk Management Analyst Resume Examples & Samples
- You ensure internal control systems that provide effective and efficient FRM operations; reliable risk management reporting; and compliance with laws, regulations and corporate policies and minimums
- You keep close control over the large risks that appear in daily and month end closing processes of open contract valuation and commodity & currency positions reporting. This will include monitoring of new business transactions, realized and unrealized margins, trading P&L and foreign currency P&L
- You oversee relationships with sales, trade, product line management, contract desk and supply chain to ensure compliance with our contract, tax, treasury and commodity and foreign currency risk management
- You collaborate and engage effectively with respective corporate centres of expertise (COE), financial controllers and auditors on fiduciary FRM matters
- You support the development and implementation of key FRM policies and procedures. This includes communicating these policies and ensuring a solid FRM control system is in place
- You utilize extensive knowledge of operations and trade settlement principles and practices, review and analyse significant financial transactions to ensure operational risks are identified and mitigated and to ensure compliance with regulatory and market operating standards
- Master Degree in Financial Management, Finance, Economics or Accounting
- 2 - 4 years of working experience in upward finance roles with exposure to trading and processing companies
- Technical knowledge and very good understanding of financial figures, data analysis and mathematical models
- Good understanding of and commitment to internal control, adherence to company Guiding Principles
- Able to influence by means of good financial analysis and advice
- Flexibility; able to cope with fast changes within a growing company
- Self-starter; highly motivated, able to work independently and under pressure
- Teamwork; ability to work in a multi-cultural and cross functional team
- Demonstrated natural leadership ability
- Proven track record of high growth potential
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Plant Financial Analyst Resume Examples & Samples
- Assists in the month end close including the preparation of account reconciliations, the analysis of P&L fluctuations, and the preparation of monthly financial statements
- Identifies cost improvement opportunities based on the review and analysis of plant activity data. Implement improvements that capture the opportunities identified
- Completes internal control audits including account reconciliations, finished goods audits, payroll reconciliations, open purchase order reports, and other internal control audits as assigned
- Completes plant cost and management metrics and interacts with plant management in interpreting and analyzing the reports
- Completes Bill of Material analyses, product cost analyses and other cost accounting duties as assigned
- Assist Plant Controller with quarterly and annual forecasting / budgeting process
- Acts as a backup for Plant Controller when the Plant Controller is absent
- Basic experience with manufacturing accounting
- Intermediate experience with Microsoft Office products (Word, Excel, PowerPoint)
- Intermediate experience with ERP or Accounting Software (e.g. JDEdwards)
- Basic experience with lean manufacturing
- Basic experience with financial analysis/business intelligence tools (e.g. Hyperion, Cognos)
- Intermediate experience with manufacturing accounting
- Advanced experience with Microsoft Excel
- Basic experience with JDEdwards
- Basic database experience (e.g. Access)
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Client Financial Analyst Resume Examples & Samples
- Bachelor’s degree in finance/accounting related field
- At least 3 years of professional experience, preferably in an agency environment
- Proficient in Microsoft Office: Word, Excel and PowerPoint
- 215 McCann is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information
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Junior Financial / Product Control Analyst Resume Examples & Samples
- Control checks to ensure data integrity and accuracy of the reported numbers
- Month end reconciliation of the reported numbers
- An interest in corporate and investment banking
- Theoretical knowledge of financial products
- Able to perform effectively within a time pressurised environment
- Very good command of Microsoft Excel
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Plant Financial Analyst Resume Examples & Samples
- Assist in the EVA reporting process and record journal entries for accruals or corrections as needed
- A/P invoice coding and approval
- Maintain proper record retention and financial controls
- Perform weekly physical inventory process, variance research, and reporting
- Complete formula validations between Shop Floor, MIPS, and Oracle to ensure all systems are aligned
- Must have strong analytical skills, and be familiar with standard costing/practices
- Working knowledge of MFG ERP system and standard costing preferred
- Strong computer skills: proficient with MS Word, Excel, PowerPoint, Oracle, Hyperion Essbase, and other applications
- Must be able to plan and accomplish goals with limited supervision
