Financial Analyst Associate Resume Samples

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FJ
F Jakubowski
Fern
Jakubowski
140 Camila Dale
Detroit
MI
+1 (555) 344 2910
140 Camila Dale
Detroit
MI
Phone
p +1 (555) 344 2910
Experience Experience
New York, NY
Financial Analyst Associate
New York, NY
Abbott and Sons
New York, NY
Financial Analyst Associate
  • Assist with performing the day-to-day financial reporting and analysis for assigned business units
  • Responsible for payroll review and reports; ensure accuracy, analysis of payroll trends. Assist in development and implementation of physician compensation plans
  • Assists with weekly and monthly financial reporting by performing financial analyses to identify business issues and evaluate financial matters
  • Provide assistance on other assignments as assigned
  • Provides assistance and backup support to financial or business analysts as requested
  • Participate and communicate in daily account management team conference calls/meetings to discuss adjustment requests and ensure issues are addressed in a timely manner
  • Researches and assist with department’s financial performance; including Revenue Cycle, Net Revenue, and Central Accounting to ensure consistency and accuracy in applying standards, policies and procedures, and payment trends
Houston, TX
Financial Analyst, Associate
Houston, TX
Bogan and Sons
Houston, TX
Financial Analyst, Associate
  • Preparation of executive level reporting/presentations, including monthly business reviews and other strategic/ad hoc proposals
  • Manages accounting/finance data through ad hoc and management reporting
  • Monthly budgeting and forecasting to support Regional Bank PMOs
  • Develop financial reports for forecasting, trending, and results analysis
  • Manages accounting/finance data through ad-hoc and management reporting
  • Update Transfer Pricing Methodologies / Process Restatements across multi-time periods / Review & Analysis of results
  • Identifies trends and developments in the Consumer Banking Group
present
Los Angeles, CA
Risk & Control Financial Analyst, Associate
Los Angeles, CA
Bahringer, Mayert and Feest
present
Los Angeles, CA
Risk & Control Financial Analyst, Associate
present
  • Develop standardized production reports to support development of the quarterly ACL package
  • Assist in developing, documenting enhancements to the ACL methodology in compliance with GAAP and Regulatory guidance
  • Assist in development of Dual Rating System and CECL methodology
  • Assist in collecting information regarding industry practices and benchmarking with peer banks
  • Assist in quarterly ACL related SOX 404 testing and document the results in accordance with Bank policy and procedures
  • Support documentation of ACL production binder, audit supporting documents binder and SOX binder
  • Maintain ACL document archives and the ACL documentation storage
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Cornell University
Bachelor’s Degree in Finance
Skills Skills
  • Strong knowledge and application of cost accounting, budgeting, forecasting, and financial control policies and procedures
  • Ability to develop and use pivot tables and data bases to obtain data and develop reports
  • Strong desire to learn and develop knowledge regard Federal Acquisitions Regulations (FAR) and apply to daily responsibilities
  • Familiar with Enterprise Toolsets (ICAS, ADAR, MEV, Hyperion, SAP, or other comparable systems)
  • Ability to drive results both as an individual and in a team environment; experience managing projects
  • Proficient in working with different systems to retrieve, synthesize, and analyze data
  • Knowledge of technology, cost accounting, and policies
  • Ability to handle multiple tasks with varying priorities in a fast paced environment
  • Strong relationship management, influencing and communication skills (both written and presenting)
  • Strong Microsoft Office Suite skills (particularly Excel and PowerPoint)
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15 Financial Analyst Associate resume templates

1

Financial Analyst / Associate Resume Examples & Samples

  • 3-5 years of experience in fund accounting
  • Real Estate, RE Debt or Private Equity industry experience a plus
  • Masters in Finance, CFA, or CPA a plus
  • Very strong Excel skills required
  • Ability to write MS Excel macros in VB a plus
2

Financial Analyst Associate Resume Examples & Samples

  • Prepare captive and other internal reinsurance financials
  • Update/compile various Excel spreadsheets and run queries against Oracle Ledger and internal data warehouse
  • Prepare ledger journals/vouchers for monthly reporting
  • Assist in the compilation of Schedule S and reinsurance disclosures for the annual statement
  • Support Ad-hoc requests from management and key business partners
  • Document procedures and evidence of control activities to comply with Sarbanes Oxley requirements
  • Support audit requests from internal and external auditors
  • Strong computer skills - proficient in MS Excel,
  • Knowledge of SQL, Structured Query Language is a plus
  • Knowledge of Oracle Ledger is a plus
  • Ability to manage multiple assignments
3

Financial Analyst, Associate Manager Resume Examples & Samples

  • Update/compile various Excel spreadsheets and Access databases on a regular basis used in our monthly/quarterly reporting processes
  • Quickly learn the structure of our PFMC Data Warehouse including accessing the data within via SQL queries
  • Submit journals and query our Oracle ledger system via SQB, BI or FDW interfaces
  • Develop analytical tools for financial reporting
  • Assist in preparing Schedule S for the annual statement
  • Support Ad-hoc requests from management and key business partners with minimal guidance
  • Support audit requests from internal & external auditors
  • Lead/Assist in new captives/new projects
  • College Degree (BA/BS required)
  • 3-5 years experience in Reinsurance, Financial Reporting, or related field
  • Strong computer skills (proficient in MS Excel and ACCESS, knowledge of SQL is a plus)
  • Ability to multi-task and manage competing priorities
  • Ability to work independently and in a team evironment
4

Financial Analyst / Associate Resume Examples & Samples

  • Previous Financial Analysis experience
  • Microsoft Office/Suite proficient (particularly in Excel)
  • Degree in Accounting and/or Finance
  • Previous Public Accounting or Financial Services experience
5

Financial Analyst Associate Resume Examples & Samples

  • Assists with weekly and monthly financial reporting by performing financial analyses to identify business issues and evaluate financial matters
  • Collects, reviews and checks financial and statistical information provided by other departments
  • Consolidates data from multiple sources and summarizes information to identify business issues
  • Organizes and maintains financial database for the assigned department
  • Provides assistance and backup support to financial or business analysts as requested
  • Provides financial analysis support for special projects, such as forecasting and budgeting
  • Applicable business area - 1 year
  • Financial analysis - 1 year
6

Senior Financial Analyst / Associate Resume Examples & Samples

  • Bachelor's Degree (Finance, Accounting, Engineering and other technical degrees are a plus) and/or evidence of exceptional ability
  • Demonstrated success working in an ambiguous environment and driving positive change to produce solid financial results
  • Excellent modeling skills (e.g. Microsoft Office applications)
  • Strong written and verbal communication skills, particularly to senior leadership
  • Highly collaborative, team oriented, and comfortable leading cross-functional projects
7

Financial Analyst Associate Resume Examples & Samples

  • Undergraduate degree in accounting, business, finance, economics or related field
  • 4-7 years of relevant experience, preferably in financial reporting and forecasting
  • Strong relationship management, influencing and communication skills (both written and presenting)
  • Strong quantitative and qualitative analysis skills
  • Strong knowledge and application of cost accounting, budgeting, forecasting, and financial control policies and procedures
  • Strong Microsoft Office Suite skills (particularly Excel and PowerPoint)
  • Ability to drive results both as an individual and in a team environment; experience managing projects
  • Proficient in working with different systems to retrieve, synthesize, and analyze data
  • Advanced degree and/or a CPA/CFA
  • Knowledge of technology, cost accounting, and policies
8

Financial Analyst, Associate Resume Examples & Samples

  • Produces and maintains complex financial models and reporting
  • Comfortable interacting with Sr. Management, making presentations, and strategic recommendations
  • Familiar with all financial applications within FP&A and an understanding of the data relations and interdependencies
  • Conduct and direct financial-based research and analysis projects
  • Develop, interpret, and implement financial concepts for planning and control
  • Able to work collaboratively across all FP&A teams, identifying best practices and process efficiencies
  • Produce monthly, quarterly, annually and ad hoc, financial reports regarding trends, variances, profitability and performance measurement
  • Analyze results and run checkpoint spreadsheets
  • Update Transfer Pricing Methodologies / Process Restatements across multi-time periods / Review & Analysis of results
9

Earned Value Financial Analyst Associate Resume Examples & Samples

  • Assist in develop of contract budgets and schedules
  • Perform analysis related to funding, staffing, spending, and program performance
  • Needs to be able to effectively participate in planning meetings and communicate
  • Analytical and problem solving skills related to financial analysis; accuracy and
  • 1-3 years of Financial analysis and cost estimating experience within the Defense industry
  • Prior experience working with government contracts, including CPIF, CPFF, T&M, and FFP
  • Proficiency with Program Financial Reporting, Estimates at Completion, and Scheduling
  • Working knowledge of Earned Value Management System (EVMS) principles
  • Knowledge of Cost Point (Accounting System), COBRA (Earned Value tool), and MS Project (Scheduling tool)
10

Financial Analyst Associate Resume Examples & Samples

  • Bachelor's degree or above in Finance, Accounting or Business-related
  • Experience with Microsoft Office Suite including Word, Excel, Power Point, Access
  • Ability to travel, as required
  • Familiarity with Earned Value Management System (EVMS)
11

Financial Analyst Associate Resume Examples & Samples

  • Bachelor’s Degree or higher in Finance/Accounting or Business-related field
  • Proficient with Microsoft Office Suite Products with emphasis on Excel, Power Point, and Access
  • Ability to develop and use pivot tables and data bases to obtain data and develop reports
12

Financial Analyst Associate Resume Examples & Samples

  • Knowledge of EVMS concepts and how to apply them
  • Ability to multi-task and meet deadlines in a fast-paced, team environment
  • Ability to develop affirmative working relationships and to interface with all levels of personnel in a positive manner
13

Financial Analyst Associate Resume Examples & Samples

  • Bachelor’s degree or above in Finance, Accounting or Business
  • Microsoft Office skills, with emphasis in Microsoft Excel
  • Strong organizational skills, attention to detail and quality are required
  • Familiar with Maximo, SAP and Access
14

Financial Analyst, Associate Resume Examples & Samples

  • 50% Develop, enhance, and execute processes to compile 14A schedules
  • 20% Reconcile, analyze and document results, and
  • Maintain current knowledge and understanding of regulatory requirements
  • Strong experience in Hyperion greatly preferred; Also open to experience with other systems of record
  • Bachelor's Degree or Master's Degree with 3+ years of experience in Finance and/or Accounting
  • Proficient in Hyperion
15

Risk & Control Financial Analyst, Associate Resume Examples & Samples

  • Researching and analyzing economic, industry, GAAP, regulatory and other relevant drivers and trends that affect Allowance for Credit Losses (ACL)
  • Providing ongoing researches to ensure the ACL production, methodologies and processes are appropriate in compliance with the Bank’s policy and procedures, GAAP, regulatory guidance, and industry standards
  • Assisting with risk identification for ACL Wholesale and Retail production processes
  • Participating in supporting quarterly ACL production
  • Providing support for control documentation for quarterly ACL production and the CCAR/DFAST process
  • Assisting in maintaining the ACL methodology, policies, procedures, process maps, and controls
  • Developing reports, presentations, and analyses in support of ACL functions
  • Maintaining ACL document archives and certifying quarter-end files
  • Supporting to audit & regulatory activities
  • Assisting with SOX compliance testing and documentation
  • Monitoring EUC compliance and certification program
  • Providing support for application /model validations and other required reviews
  • Work closely with Risk and Control Manager to enhance and maintain the Bank’s ACL policies, procedures, processes, and controls and ensure these documents provide clear, concise, cohesive information and align with the Bank’s ACL philosophy/strategy/policies, regulatory guidance, and industry standards / best-practices
  • Assist in developing, documenting enhancements to the ACL methodology in compliance with GAAP and Regulatory guidance
  • Assist in developing appropriate SOX controls for all new and existing ACL Methodologies
  • Assist in the analysis, design, implementation and maintenance of system enhancements that significantly contribute to the development of an appropriate quarterly ACL provision, CCAR and Forecast
  • Develop standardized production reports to support development of the quarterly ACL package
  • Collaborate with other teams and contribute support and products as needed to develop reports, presentations, and graphics that facilitate executive management and the Board’s decisions regarding the appropriateness of the Bank’s ACL strategies, approach, and provisions
  • Research and analyze economic, industry, and other relevant drivers and trends and advise ACL Operations as to the potential impact to the ACL
  • Develop creative approaches to displaying data trends, results of analyses, etc. to effectively communicate with varied reviewers such as ACL managers, line-of-business managers, oversight committees, the Board, regulators, and internal / external auditors
  • Participate in discussions with key executives to assist them in understanding analytical approaches and results that contribute to the estimation of the allowance and facilitate their decisions
  • Collaborate with Credit Risk Portfolio Management and other Bank departments on related analytics
  • Provide data / analytics as requested by RMA management to support special projects, respond to audit / regulatory requests for information, and fulfill ad hoc requests from management
  • Research and analyze economic, industry, credit portfolio trend and other relevant drivers and factors that may affect the Qualitative Reserve Framework
  • Assist in development of Dual Rating System and CECL methodology
  • Facilitate dialogues with business partners on key risk and control issues that affect the ACL
  • Assist in incorporating Basel -based PD/LGD to dual rating system in the Bank’s wholesale and retail credit exposures into the ACL reserving, loss forecasting, and reporting policies and procedures
  • Assist in quarterly ACL related SOX 404 testing and document the results in accordance with Bank policy and procedures
  • Support responses to requests of information, documentation, etc. required by internal / external auditors and regulators
  • Assist in collecting information regarding industry practices and benchmarking with peer banks
  • Participate in CCAR EUC control test and documentation
  • Monitor RMA’s certification programs for ACL production and regulatory reporting
  • Support documentation of ACL production binder, audit supporting documents binder and SOX binder
  • Maintain ACL document archives and the ACL documentation storage
  • Assist in application / model validations and other required reviews to ensure they are completed timely and in accordance with Bank policy
  • Participate in ACL related projects and prepare project deliverables as needed
16

Financial Analyst Associate Resume Examples & Samples

  • Coordinate/support DCAA Incurred Direct Cost audits as assigned including
  • O Evaluate data request to confirm singularity/uniqueness or identify duplication of requested effort
  • Good understanding of cost analyzing principles, theories and techniques of analysis and evaluation
  • Demonstrated experience in spreadsheets. Proficiency with Microsoft Office
  • Strong organizational and problem solving skills with a ability to work with a high degree of accuracy and attention to detail
  • Strong desire to learn and develop knowledge regard Federal Acquisitions Regulations (FAR) and apply to daily responsibilities
  • Ability to handle multiple tasks with varying priorities in a fast paced environment
  • Work effectively in a team style structure
  • Effective communication/presentation skills when dealing with external groups
  • Bachelor’s degree; major field of study in accounting or finance discipline
  • Zero (0) to two (2) years experience in government compliance, contracts, or billing
17

Financial Analyst Associate Resume Examples & Samples

  • Ensure requirements received in mass adjustment requests are accurate. Follow up with assigned business unit (i.e., Account Management) as needed
  • Coordinate of all financial upload files on a daily basis
  • 0-2 years of relevant work experience
  • Ability to handle analysis from issue identification to providing adjustment report
  • Strong analytical, independent decision making and time management skills
18

Financial Analyst Associate Resume Examples & Samples

  • Assist with performing the day-to-day financial reporting and analysis for assigned business units
  • Assist with researching and resolving inquiries related to assigned business units
  • Track expenses and revenues vs. budget and reforecast
  • Prepare monthly consolidation and executive financial packages
  • Prepare quarterly operating reports
  • Identify trends in financial performance
  • Assist in the budget & reforecast process
  • Maintain and distribute ad-hoc reports and financial models as needed
  • Provide assistance on other assignments as assigned
  • Bachelor's degree in Accounting, Finance or Economics
  • 0-2 years of relevant business analyst experience or equivalent
  • Experience within the real estate industry a plus
  • Excellent time management, planning and organizational skills
  • Ability to multi-task in a fast-paced environment, adapt quickly and learn new tasks
  • Ability to generate creative ideas to improve performance
  • Knowledge of MS Office Suite including Excel
  • Knowledge of Hyperion, Oracle and/or Cognos a plus
  • Willingness to work overtime, when necessary
19

Financial Analyst, Associate Resume Examples & Samples

  • Monthly budgeting and forecasting to support Regional Bank PMOs
  • Monthly reporting and reconciliation of project spend – includes financial maintenance responsibilities such as actuals & forecast variance analysis, accrual management, and other
  • Spend management and expense tracking for Regional Bank projects and initiatives, as well as PMO admin support areas
  • Preparation of executive level reporting/presentations, including monthly business reviews and other strategic/ad hoc proposals
  • Requires a degree from a four-year college (e.g., B.A., B.S.) and 1 to 3 + years of technical experience as a Financial Analyst or equivalent, comparable experience
  • Requires the ability to communicate comfortably and concisely with Executive Management, ability to work under time pressure and handle multiple projects at a time, ability to communicate, influence, negotiate and persuade team members at all levels
  • Requires good time management skills and ability to work independently
  • Experience using Microsoft Office (Excel, Power Point, Visio), Business Objects, Hyperion and ThinkCell tools
20

Financial Analyst Associate Resume Examples & Samples

  • Conducts monthly close reviews and variance analysis
  • Ensures accuracy of financial statements, prepare detailed variance analysis, and prepare reports for Senior Management
  • Responsible for payroll review and reports; ensure accuracy, analysis of payroll trends. Assist in development and implementation of physician compensation plans
  • Assists with financial reporting and annual budget/plan preparation
  • Assists with forecast model and budget variance reporting
  • Researches and assist with department’s financial performance; including Revenue Cycle, Net Revenue, and Central Accounting to ensure consistency and accuracy in applying standards, policies and procedures, and payment trends
  • Assists payroll/benefit coordinators during regular payroll processing as needed
  • Provides support to the Physician and Midlevel Providers regarding payroll concerns. Prepare monthly/quarterly reports
  • Responsible for submitting accounts payable invoices
  • Must be able to extract data from various sources and systems
  • Supports the creation of new sales proformas for division Business Development
  • Adhere to all company policies and procedures
  • Must have basic accounting knowledge and experience with General Ledger programs
  • Preferred experience with payroll preparation and/or supervision
  • Must have basic computing skills. Must be proficient with Excel functions and MS Word
  • Must be available for limited travel to client contracts
21

Financial Analyst Associate Resume Examples & Samples

  • Participates in the development and delivery of detailed process flows from which analysis and possible implementation will be completed
  • Candidate may participate in cross team communication and team processes to meet stated goals as directed by Team Lead
  • Primary role involves invoice processing, tracking, and research
  • Performs analytical reviews, research, and other related duties independently
  • Prepares assigned recurring and non-recurring journal entries for the month-end close process; ensuring proper documentation to support all journal entries is obtained
  • Answers questions from department managers concerning invoice status
  • Perform AdHoc duties and reports as needed. Prior financial experience and/or reporting are preferred
22

Modeling Financial Analyst, Associate Resume Examples & Samples

  • Prepares, supervises, and provides quality control in the preparation of complex analytical and financial reports and presentations
  • May train/develop/provide guidance for junior team members
  • Bachelor's Degree 2-5+ years of experience
  • Understanding of banking products & financial statements, transfer pricing and risk management including cash flow analysis and performance measurement
  • Familiarity with portfolios and portfolio modeling strongly desired
  • Strong financial and risk management analytical skills; advanced modeling experience
  • Strong presentation& written communication skills
  • Advanced skills in Microsoft Office Suite, particularly Excel and PowerPoint; ability to model and create complex spreadsheets
23

Financial Analyst / Associate Resume Examples & Samples

  • Responsible for the monthly accounting close for several Real Estate Advisor entities
  • Recording of journal entries in Oracle and reconciling amounts back to work papers
  • Interfacing with the Real Estate Fund Accountants
  • Extensive interaction with auditors during the year-end audit
  • Extensive Management reporting
  • Ad-hoc requests and analysis
  • Running of cash activity reports in Wall Street Systems, understanding the transactions and recording the entries into Oracle
  • Inter-company reconciliations and settlements
  • Reviewing and documenting all balance sheet accounts
  • Recording of various revenues as governed by L.P. Agreements and Fund Documents
  • Recording of expense accruals and allocations
  • Analysis of monthly and quarterly expense trends
  • Expense forecasting
  • Review of overhead cost allocations
  • Assist with the invoicing of reimbursable expenses to real estate properties and funds
  • Preparation of the Quarterly Management Reporting
  • Accounting degree or strong GAAP accounting knowledge is required
  • Ability to confidently interact with Senior Management
  • Superior MS Excel skills; PowerPoint is a plus
  • Attention to detail and ability to multi-task are critical
  • High energy, results-oriented individual with a strong sense of urgency and commitment
  • CPA or Public accounting experiences a plus
  • Alternative Asset Management experience a plus
  • Management reporting experiences a plus
  • Experience with Oracle or Essbase a plus
24

Financial Analyst / Associate Resume Examples & Samples

  • Assist with updating valuation templates each quarter, including discounted cash flow (DCF), performance multiple (PM) and other valuation models
  • Compile documentation to support actual financial and company comparable assumptions used in the valuation models
  • Assess underlying assumptions used to develop DCF, performance multiples, and other valuations
  • Maintain, prepare and analyze summary valuation and performance schedules
  • Participate in discussions with and provide deliverables to various constituents, including Deal Analysts, Investor Relations, and Senior Management as well as External and Internal Audit groups
  • Update quarterly planning models to reflect actual performance, and roll future cash flows. Complete variance analyses
  • Assess value creation drivers that have contributed to changes in valuations over the holding period of each investment
  • Assist in enhancing the group’s reporting processes, procedures and analytics
  • Participate in various group initiatives and projects
  • Bachelor’s Degree in Finance, Economics, Accounting or a quantitative discipline (preferred), or 1 to 3 years of experience in a financial role, and a strong GPA
25

Risk & Control Financial Analyst, Associate Resume Examples & Samples

  • Researching and analyzing economic, industry, GAAP, regulatory and other relevant drivers and trends that affect ACL
  • Assisting ongoing researches to ensure the ACL production, methodologies and processes are appropriate in compliance with the Bank’s policy and procedures, GAAP, regulatory guidance, and industry standards
  • Participating in quarterly ACL production
  • Providing support for control documentation for quarterly ACL production, Budget Forecast and the CCAR/DFAST process
  • Assisting with risk identification for the department wide processes
  • Research and analyze economic, industry, credit portfolio trend and other relevant drivers and factors that may affect the Qualitative Reserve Framework and document changes of qualitative factors
  • Research and analyze country exposures and ratings that may affect Transfer Risk reserve
  • Assist in analysis of quarterly Retail reserve and documentation
  • Develop creative approaches to displaying data trends, results of analyses, etc. to effectively communicate with varied reviewers such as ACL managers and line-of-business managers
  • Participate in EUC control test and documentation
26

Financial Analyst Associate Resume Examples & Samples

  • Assists in developing and maintaining financial statements using accounting and budgeting software in order to provide standardized reports to customers and management
  • May provide some financial training to employees in order to enhance their understanding and to assist them in completion of budgets and other financial analyses
  • Assists in collecting budget, midyear forecast and other financial information to provide information about profit and loss
  • Assists in analyzing budget, midyear forecast and other financial information and recommends corrections of basic problems or inconsistencies to management
  • Interface with training and operations management
  • Cost analysis and research
  • Create Estimates at Completion to meet client deadlines
  • Peer Review and Approval of Estimates for Completion
  • Invoicing using the Exostar Supply Chain Platform software
  • Invoice generation using Oracle database
  • Sales Forecasting to meet client deadlines
  • Variance Report inputs for purchase orders/task orders
  • Request for Resources Approvals
  • Peer Invoice Reviews and Approvals
  • Accounts payable experience desired
  • Personal computer and business solutions software skills
27

Financial Analyst, Associate Resume Examples & Samples

  • Creates and maintains financial models used for financial statement forecasts and strategic business decisions. Develop sophisticated spreadsheets that include advanced and interactive functions such as macros/pivot tables or other advanced formulas, etc
  • Preparation of executive level reporting/presentations, including monthly business reviews and other strategic/ad hoc deliverables
  • Identifies trends and developments in the Consumer Banking Group
  • Manages accounting/finance data through ad-hoc and management reporting
  • Requires a degree from a four-year college (e.g., B.A., B.S.) and 4 to 5 + years of technical experience as a Financial Analyst or equivalent, comparable experience
28

Senior Financial Analyst / Associate Resume Examples & Samples

  • Strong problem solving skills, ability to turn data into information
  • Advanced critical thinking skills
  • Proficient knowledge of Excel, PowerPoint and Hyperion
  • Self starter
29

Financial Analyst Associate Resume Examples & Samples

  • Assist in preparation of financial forecasts, variance analyses and regulatory filings
  • Assist in initiating and formulating financial forecasts, in conjunction with operating company personnel, using corporate financial models including the identification of significant strategic issues and alternative and/or contingency plans
  • Aid in monthly/quarterly variance reporting and analysis of budget vs. actual results and actual vs. prior year results for the primary purpose of improving future forecasts. This analysis will also aid operating companies in understanding their financial results and assist Financial Reporting in SEC reporting
  • Provide support in identifying needed rate relief and make recommendations for the timing and amount
  • Assist in developing and preparing pro forma rate case data and testimony
  • Assist witness in testimony preparation
  • Take part in in identifying opportunities for process improvement, cost savings and revenue enhancement
  • Assist with settlement activities in the PJM, SPP and ERCOT RTO footprints. This includes the reconcilliation of Transmission Owner revenue statements, the preparation of accounting entries, and the preparation and payment of invoices
30

Financial Analyst, Associate Resume Examples & Samples

  • Assist in the analysis of financial data and extract and define relevant information; interpret data for the purpose of determining past financial performance and/or to project a financial probability
  • Develop financial reports for forecasting, trending, and results analysis
  • Interpret financial transactions and events for users who must make economic or business decisions
  • Perform statistical, cost, and financial analysis of data reported in the various financial systems
  • Record, classify, and summarize financial transactions and events in accordance with generally accepted accounting principles
  • Review costs and perform cost benefit analysis related to projects and/or programs
  • B.A. degree in Finance or related business field is required
  • Microsoft office with emphasis on spreadsheet application and PeopleSoft General Ledger proficiency preferred
31

Financial Analyst Associate Resume Examples & Samples

  • BA or equivalent + 0 yrs experience, or 3 yrs related experience in lieu of a degree
  • Superb Excel skills (pivot tables, IF statements, data validation)
  • SECRET clearance through DoD a must to be considered
  • Experience with Costpoint and Cognos helpful, but not required