Financial Data Analyst Resume Samples

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H Reinger

Hettie

Reinger

5052 Harold Spurs

Detroit

+1 (555) 488 9392

5052 Harold Spurs

Detroit

Phone

p +1 (555) 488 9392

Experience Experience

Chicago, IL

Financial Data Analyst

Chicago, IL

Bechtelar, Boyle and Pagac

Chicago, IL

Financial Data Analyst

Providing analytical support to the Business Services Strategy and Performance Management team
Develop new process improvements to enhance data analysis and modeling capabilities; increasing the speed, accuracy and efficiency of our work
Determines work procedures, prepares work schedules, and expedites workflow
Develop, perform and manage all aspects of financial planning, budgeting and
Providing data analysis and reporting for a developed financial management information program leveraging VBA and excel
Provide management support for budgeting, records management, information security, financial controls, and business continuity activities
Provide assigned work in the allotted time effectively

Dallas, TX

Lead Financial Data Analyst

Dallas, TX

Lang-Gleason

Dallas, TX

Lead Financial Data Analyst

Assist other team members and take initiative to lead projects / tasks to improve processes
Create documentation and provide guidance to support analysts and outsourcers
Monitor data entry of outsourced resources and provide feedback and training materials to reduce recurrence of errors
Publish Performance Overviews and Index reports on a regular basis
Ensure the accuracy and timeliness of financial data captured in Performance Overviews and Index reports for ABS, RMBS, CMBS and covered bond markets
Strong knowledge of Microsoft Office products and particularly Excel
In addition to regular daily responsibilities, FDAs will have the opportunity to work on new projects such as technology projects, accounting changes, analytic reviews, methodology updates and implementation of process improvements

present

Houston, TX

Senior Financial Data Analyst

Houston, TX

Schulist Inc

present

Houston, TX

Senior Financial Data Analyst

present

Develop, perform, and manage the analyses of business and financial metrics as well as performance measures
Develop, perform and manage all aspects of financial planning, budgeting and forecasting
Provide key operational/finance reporting that supports Supply Chain Operations and provides insight and trending on key performance measures
Develop rigorous data mining across spectrum of SBG information and activities using BI tools; transform analysis provided to SBG using rigorous analytics
Develop and maintain financial reports to clearly communicate actual results, forecasted performance, and variances to plan,forecast and budget
Develop dynamic reports, dashboards, and key performance indicators aligned with business strategies and initiatives
Develop dashboard and standardized reporting capabilities that track operational performance in real-time with both aggregated and drill down functionality

Education Education

Bachelor’s Degree in Business Administration

University of South Florida

Bachelor’s Degree in Business Administration

Skills Skills

Proficient in Excel and Experience with relational databases, with a strong ability with SQL
Strong knowledge of Microsoft Office products and particularly Excel, such as pivot tables, lookups, etc
Excellent critical thinking, problem solving analytical capabilities with strong attention to detail and task oriented
Strong attention to detail and organization
Strong knowledge of Microsoft Office products and particularly Excel
Excellent attention to detail
Computer literate with a strong knowledge of Excel
Process oriented with strong attention to detail
Microsoft Excel proficient (Pivot Tables, V-Look Ups, Macros)
Strong skills in MS Excel including to pivot tables, formulas and graphing

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15 Financial Data Analyst resume templates

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Senior Financial Data Analyst Resume Examples & Samples

Provide reports that accurately measure performance of the business, products and customers, ensuring business information needs are met
Participate in the continuing maintenance and development of the financial information databases and reporting
Provide advice and guidance for project implementation as Subject Matter Expert for management reporting system
Develop proactive communication to management reporting users to accommodate and enhance the financial reporting needs of the bank
Maintain consistent data interface between BMO & Harris Finance technology systems
Involved in design, testing and implementation of new financial and managerial reports
Identify overlaps/redundancies in existing reports and provide recommendations to the business to transition through elimination or amendment to provide more effective information
Develop/maintain SQL queries to support ad-hoc reports and analysis
Translate functional reporting requirements into technical specifications; work closely with developers to create, test, and implement reporting enhancements
Responsible for identifying process improvement opportunities for the team and end-users
Resolving issues and inquiries forwarded by the Financial Systems Group Help Desk
Interact regularly with risk reporting areas and BASEL data marts on ongoing maintenance and enhancements to reports and extracts
Ensure that skill levels remain commensurate with the requirements of the position. Responsible to identify skills gaps and take appropriate actions to close those gaps
Bachelor's degree in Finance or Information Management
5-7 years of experience in a financial or IT business support roles
Knowledge of Oracle/PeopleSoft EPM application software a plus
Strong knowledge of MS Excel, Word, Access, Power Point required
Understanding of financial and managerial reporting (balance sheet and income statement reports) and strong knowledge of banking operations (i.e. deposit and lending systems)
Strong communication customer service skills
Solid understanding of technology and relational database concepts
Strong SQL skills required
Project Management skills a plus
Ability to work independently and in a team atmosphere

Financial Data Analyst Resume Examples & Samples

Maintain and setup new interfaces with the source systems
Develop and document a highly automated data verification process
Resolve ad-hoc queries from IT and the business
Financial Reports

Financial Data Analyst Resume Examples & Samples

Performing financial analysis and reporting tasks
Creating and maintaining cost objects according to onshore partners' needs
Creating and publishing regular and ad hoc reports
Supporting senior managers with follow-up clarification/questions
Gathering data from various stakeholders and consolidating
Conducting analysis and preparing graphical presentation of the data

Financial Data Analyst Resume Examples & Samples

1+ year of Private Industry and/or Public Accounting experience at medium to large company
Bachelor's Degree in Accounting, Business Administration, Economics, Finance, and/or related field
Microsoft Access proficient

Financial Data Analyst Resume Examples & Samples

Bachelor’s Degree in Accounting, Finance, Statistics or related field
Two to five years’ work experience in financial analysis or business consulting
Exceptional in Microsoft Office Excel and Word is a must have
3-4+

Financial Data Analyst Resume Examples & Samples

Knowledge of investment accounting a plus
Ability to multi-task while maintaining careful attention to detail
Effective written, listening and verbal communication skills
Effective analytical, problem solving and 10-key calculator skills
Minimum of 1-2 years in a role with accounting, problem solving or analytical-related experience

Financial / Data Analyst Resume Examples & Samples

Advanced Excel, PowerPoint and Word Skills
A very quick learner with a good understanding of the professional services project lifecycle
Excellent time management skills in order to meet business deadlines
Proven ability to meet deliverables
Experience within a professional services organization
Experience within the insurance or investment management industries

Financial Data Analyst Resume Examples & Samples

Master degree degree in Computer Science, Accounting, Finance, or Economics
4-6 years in a financial analyst role, preferably within the financial services industry
Advance user knowledge of Excel
Proficiency in programming required, preferably in SQL and/or SAS
Experience and comfort working with large datasets
Project management experience and ability to quickly comprehend data needs and articulate them
Information Management

Senior Financial / Data Analyst Resume Examples & Samples

Develop, maintain and improve tracking mechanisms for service levels per the agreed statements of work with all GBS suppliers
Work with GBS suppliers on generation of agreed reporting and validation of presented information – perform regular spot checks and verification exercises
Validate service level performance against contractual commitments and proactively communicate to GBS Lead as well as supplier leadership regarding any Service Level Failures and related fee impacts
Act as the primary interface for Finance A/P team to validate invoices from GBS suppliers and recommend for approval to GBS Performance Manager
Establish benefits tracking tools and dashboard for GBS benefits across all towers, from run and project work
Monitor and track benefits and work with FP&A on annual budgets for GBS areas
Administer charge back mechanism
At least 5 years of operational financial planning and analysis experience in a global environment
Strong analytical experience, preferably in the context of outsourced services
Operational experience in driving process improvements within customer service and finance processes is a strong plus
Experience with large multi-functional, multi-regional business model is a plus
Experience working successfully in an outsourced and / or offshore model is a plus
Experience in more than one GBS functional tower is a plus (i.e. Finance, Customer Service, HR, IT)
Experience in the apparel and/or retail industry is a plus
Excellent attention to detail with the ability to expertly quality check own work product
Ability to quickly analyze large data sets using a hypothesis-driven approach, and identify patterns and draw conclusions
Strong proficiency in Excel is a must
Proficiency in analytics tools like Access, Tableau, Essbase and big data tools (e.g. SQL) is a strong plus
Experience in an SAP environment or other similar sized software is a plus

FP&A Senior Financial Data Analyst Resume Examples & Samples

Partner of the Global Operations team in Europe and key GE businesses
Support Senior FP&A and Business HQ leadership, establish insightful analysis on business performance
Plan and drive projects to improve digital experience across the organization
Own and drive of the development of analytical solutions for business KPIs/metrics/Dashboards related to cost management, commercial & supply chain finance activities
Enhance financial closing/reporting process by defining and implementing automated solutions
Implement digital solutions in line with the business priorities by using Data Visualization/Analysis
Translate the organization requirements to meaningful analytics and technical/functional specifications
Designing, building and testing applications, link between business and developers
Change Agent, dedicated to data-driven value creation by identifying process improvement opportunities and supporting simplification projects/initiatives
Proficient in visualization tools (Tableau, Spotfire, Qlikview etc.), SQL and VBA
Familiar with DWH, Business Objects, Web intelligence tools
Liaise with the Business Intelligence teams across GE

Financial Data Analyst Resume Examples & Samples

Highly skilled with Microsoft Excel
Experience with building/writing data queries
Ability to convert unconventional historical data to the layout needed to import into the Orion platform
Ability to troubleshoot issues converting current types and new types of history
Proficient with Microsoft Office software including Word, PowerPoint and Outlook
Strong analytical, problem solving and 10-key calculator skills

Financial Data Analyst Resume Examples & Samples

Data Infrastructure
Support weekly and monthly data acquisition and infrastructure processes
Research and analyze data issues and perform required steps to bring resolution
Create and distribute data extracts to support reporting tools outside of NFDR (i.e. Hyperion, QlikView, Business Objects)
Participate in ongoing process improvements and optimization efforts of the databases used for housing and processing non-financial data
Test and process infrastructure updates and changes to support the requirements for reporting
Maintain referential attributes to support various levels of reporting
Perform SOX controls and maintain documentation
Data Reporting
Create user reports for production on a recurring schedule
Distribute timely reports based on weekly, monthly and quarterly production schedule
Function as the client interface for NFDR with both IMFCG and consumers of non-financial data within MSIM
Develop and maintain strong professional relationships with both upstream data providers and downstream data users
Assist with ongoing and upcoming data management and technology projects
Bachelor’s Degree required, business degree preferred
3+ years’ work experience
Advanced knowledge of Microsoft Access, Excel, and Word is required
Experience with data management preferred
Experience with Hyperion Essbase and Business Objects a plus
Excellent quantitative and qualitative analysis skills
Aptitude for detail and a strong commitment to accuracy
Critical thinker with proven problem-solving initiative
Flexibility to handle multiple high-priority items at once
Superior communication skills
Ability to work independently while cooperating in a team setting

Senior Financial Data Analyst Resume Examples & Samples

Incorporate input from all business units’ key stakeholders into complexfinancial models as required for all Business Units
Present analysis to AVP Finance, FP&A
Perform analysis and financial modelling that assesses the impact of differing financial arrangements on profitability of those investments
Understand, identify and solve for data requirements
Manage multiple requests in a fast paced and ever-changing environment
Efficiently retrieve data using SQL to facilitate financial results and project analysis
Draw meaningful conclusions/insights from large amounts of data
Produce analysis and reporting to support deep dive requests
Proactively identify opportunities and trends

Financial Data Analyst Resume Examples & Samples

Identify, analyze, and interpret trends or patterns in complex data sets
Acquisition and interpretation of data, analyze results, and provide ongoing reports to senior management
Work closely with management to prioritize business and information needs
Internal and external reporting and presentations
Interface with Technology to design and deliver automated reports that support the entire organization
Miscellaneous ad hoc requests
Ten or more years of experience in financial analysis activities

Financial Data Analyst Resume Examples & Samples

Ensure the accuracy and timeliness of financial data captured in Performance Overviews and Index reports for ABS, RMBS and CMBS markets
Ensure timely responses to queries from investors, servicers and central banks
Accurate data entry

Financial Data Analyst Resume Examples & Samples

Serve as the Data Monitoring Analyst supporting Moody’s Structured Finance group with financial data capture, validation, publication and project management
Capture data from servicer reports and ensure the accuracy and timeliness of financial data captured in Performance Overviews and Indices reports for ABS, RMBS and CMBS markets
Filing and uploading published research documents and servicer reports
Co-ordinating with analysts and transaction counterparties to ensure timely receipt of data
BSc (or equivalent) in Finance, Mathematics or relevant discipline
Fluency in English and Japanese is essential
Good knowledge of Accounting or Finance; strong numerical skill
Good MS Office skills (knowledge of Excel VBA)

Senior Financial Data Analyst Resume Examples & Samples

Bachelor's degree required from accredited university preferably with an emphasis in Accounting, Finance, Business, MIS, Computer Science, Mathematics, or Health Admin
Advanced computer skills and proficiency in MS applications (Word, Excel, PowerPoint, Access) and SQL. Experience with VBA, SQL Server, Visual Studio, Cognos Business Intelligence tools, other analytical applications or other programming languages is desirable. Be willing to learn new internal systems and tools
Strong written, verbal and interpersonal communication skills with ability to probe, question, and listen attentively and to communicate effectively throughout all levels of the organization
Strong data analysis experience with proven ability to manage large datasets and to work effectively at both detail and big-picture levels
Proven organizational and time management skills
Inquisitive and self-starter with a high degree of initiative, urgency, attention to detail, and follow through
Critical thinker with demonstrated ability to perform root cause analysis, draw conclusions, solve problems, prepare and implement action plans, and lead improvement initiatives

Financial Data Analyst Resume Examples & Samples

Bachelor’s Degree required with 1.5 to 3 years of relevant work experience
Ability to self-direct activities, set priorities, and meet deadlines
‘Hands-on’ approach, willingness to roll up sleeves and dig in
Natural curiosity about how things work
Ability to communicate at various levels throughout an organization both internal and external
Flexibility, including ability to adapt quickly to changing priorities
Strong analytical and problem solving skills; ability to develop and use structured approaches to identify root causes of issues and recommend resolutions; ability to present results in a meaningful terms
Strong pattern recognition skills
Strong knowledge of database and spreadsheet software with intermediate Excel skills. Familiarity with Access is a plus. Experience with Microsoft Office applications required
Oracle experience is a plus. (Non-International positions)
Various language skills required (International positions)
Bachelor's degree (BA/BS)

Financial Data Analyst Resume Examples & Samples

Create and maintain program operational and financial dashboard for review by customer management and senior leadership
Maintain metrics for program adherence to contracted service levels as well as savings and expenses
Responsible for developing, interpreting and implementing financial concepts for financial planning and control
Gathers, analyzes, prepares and summarizes recommendations for financial plans, forecasting program activity, trended future requirements, and operating forecasts
Performs research and studies in the areas of market trends, program outcomes and program utilization
Design, create and implement reports to analyze and display data for all assigned projects and client requests
Document and understand project requirements, reporting data mapping and data warehouse repositories for assigned programs
Receive and respond to data requests to ensure projects in queue are accurately prioritized, designed, estimated and delivered to all shareholders (client and internal teams)
Ensure reports are scheduled, audited and delivered according to client expectations and established SLAs
Act as primary reporting contact/liaison for Client Managers and Application Technology Partners to ensure data warehouse structures, universes, and associated data satisfactorily meets reporting requirements
Develop and execute acceptance test plans to ensure data warehouse structures, universes, and associated data accurately meet business requirements
Design, create and implement reports to analyze and display data for all assigned projects and delivered according to client expectations and established SLAs
Ability to review all program data, perform analysis, notice trends, research and suggest solutions
Experience in dissecting and deriving solutions to business or technical problems; has the ability to think out of the box and suggest multiple approaches; has the ability to integrate new information to create additional insights
Ability to lead and conduct customer meetings in order to understand business needs
Experience in developing models to represent current and future impacts to the program and organization
Conduct JAD sessions with various groups resulting in clear reporting requirement needs
Advanced Microsoft Office experience (Outlook, Word, Excel, PowerPoint, Project, Visio, and SharePoint)
Knowledge and experience in using Business Objects or similar reporting tool, highly desired
Healthcare or Call Center reporting experience, highly desired
Excellent written and verbal communication, and presentation skills
Exercise excellent judgment within defined standards and guidelines to manage conflict resolution and/or ambiguous situations
Experience developing partnerships with the technical, business, and sales teams utilizing strong communication and team building skills

Financial Data Analyst Resume Examples & Samples

Gaining a working knowledge of business needs in order to write business requirements for new interfaces
Working with other programmers and reviewing their technical design document
Creating Oracle tables and loading test files using Oracle SQL Loader
Testing the data. A critical component of which includes reconciling data to General Ledger information. Proficiency in Microsoft desk tools such as Excel and Access are required
Documenting test issues and re-testing until bugs are worked out and data reconciles
Writing Oracle procedures (PL/SQL) to refine the data and add other Managerial Reporting data including Transfer Pricing and Basel/Economic Equity calculations
Sharing in monitoring month-end close activities, including those months when month-end occurs on weekends
Bachelor's degree in MIS/Computer Science, or equivalent work experience
One to three years of experience ideally with programming, strong technical background
Well-developed analytical, mathematical and problem-solving skills
Desire to produce accurate, high-quality work
Proficiency in Microsoft desk tools such as Excel and Access
Experience in and/or aptitude to quickly develop skills in: SQL, PL/SQL, and TOAD for Oracle, and Essbase
Ability to manage and prioritize multiple tasks and deliver results on the aggressive deadlines
Banking/financial services industry knowledge and/or experience

Financial Data Analyst Resume Examples & Samples

Bachelor's degree in MIS, CIS, CS, or equivalent work experience
Three to five years of experience in software development
Strong analytical, mathematical, and problem-solving skills
Strong attention to detail and organization
Preferred knowledge or skill in SQL, PL/SQL, and TOAD for Oracle
Ability to manage and prioritize multiple tasks and deliver results on aggressive deadlines
Experience with Essbase a plus
Experience with finance and/or Accounting a plus

Financial Data Analyst Resume Examples & Samples

Must be capable of operating personal computers, computer software and/or accounting systems and standard office equipment
Must be knowledgeable in spreadsheet software and word processing programs. Two years working knowledge of MS Office. Advance Excel skills to include pivot tables, array formulas, vlookup formulas, etc
Must possess working understanding of performing efficient reconciliation of the database using mutually exclusive data subsets
Must possess the ability to research and identify transactions in error and made correcting entries to ensure data accuracy

Financial Data Analyst Resume Examples & Samples

Monitors key performance indicators to ensure long term loan sale results align to expectations
Maintains high level of credit risk awareness for each loan product offered
Maintains a complete understanding of the Gateway database as it relates to loan sales including data definitions, data relationships, and situations affecting the integrity and availability of data
Works with key stakeholders to identify and develop enhanced reporting relating to Loan Sales and Securitizations
Works with key stakeholders to create ad-hoc reporting as needed, achieving the accuracy and speed required by the Loan Sales team and in accordance with Business Analytics standards
Maintains existing queries and reports relating to Loan Sales and Securitizations
Manages multiple-step, complex projects and/or several smaller less complex projects simultaneously
Provides regular and frequent updates to Manager on all projects, reports, findings, analysis, etc
Performs other reporting and analytical tasks unrelated to loan sales as directed
Performs a variety of tasks as required by manager
5+ years performing business analytics (or equivalent)
5+ years experience in the Finance/Investment/Banking industry; experience in Auto Finance and/or Mortgage preferred
Bachelor’s degree required (preferably in Business, Statistics, or Economics); Master’s degree preferred
Knowledge and thorough understanding of large-scale Loan Sales and Securitizations by Financial Institutions
Knowledge and thorough understanding of financial concepts including Losses, Prepayments, and Amortizations
Ability to employ a thoughtful, creative approach to visualization of results
Ability to clearly present ideas and/or solutions to management
Ability to independently troubleshoot and investigate issues
High degree of creativity and flexibility
Experience with database systems preferred (i.e. SQL, Oracle, MS Access)
Understanding of end-user analytic tools preferred (i.e. Tableau, Business Objects)
Excel, PowerPoint, Word, and Outlook mastery required

Financial Data Analyst Resume Examples & Samples

Fluent in Portuguese (Spanish is a plus)
B.A. or B.S. degree in Economics, Finance, or Accounting preferred
Knowledge of Microsoft Office products and particularly Excel
Individual must be organized, dependable, able to multi-task and manage priorities, display initiative and the ability to work independently
Candidate must have the ability to quickly transition as priorities change to meet demands
Strong organization, communication (verbal & written) and interpersonal skills are required to work as a team and for daily interaction with Moody's Analysts
Knowledge or prior experience analyzing financial statements is strongly preferred

Financial Data Analyst Resume Examples & Samples

B.S. in Accounting or related discipline
Minimum 1 year experience in Accounting or Finance with good understanding of financial statements
Strong knowledge of Excel preferred
Individual must display initiative and the ability to work independently
Strong organizational, communication and interpersonal skills are also a must
Ability to multi-task and to manage priorities

Financial Data Analyst French Resume Examples & Samples

Coordinate with analysts and transaction counterparties to ensure timely receipt of data
Assist other team members and take initiative to lead projects / tasks to improve processes
BSc (or equivalent) in finance, economics or engineering with one year relevant work experience in accounting or finance - solid financial institution / structured finance background preferred
Advanced MS Office skills, especially Excel (knowledge of Excel VBA); SQL programming skills would be beneficial
Customer service

Financial Data Analyst Resume Examples & Samples

Provides critical financial analysis and reporting
Analyzes information needs and designs solutions to meet them
Creates information products to support decision makers
Develops and maintains data infrastructure to integrate and store information
Develops systems for a wide range of university constituents, utilizing a diverse set of tools

Financial / Data Analyst Resume Examples & Samples

O Maintain/Develop analytical research tools
Bachelor's degree required, emphasis in Accounting strongly preferred
Prior accounting experience required
Strong computer skills including experience with SQL, VBA, and Excel highly preferred
Experience developing and maintaining financial reporting tools preferred
Prior financial analysis experience highly preferred
Minimum of three years of accounting experience highly preferred, to include strong general ledger accounting experience

Financial Data Analyst Resume Examples & Samples

B.A. or B.S. degree in Accounting, Finance, or Economics
Strong knowledge of Microsoft Office products and particularly Excel
Knowledge or prior experience analyzing financial statements is required
Knowledge or prior experience in accounting is a plus

Financial Data Analyst Resume Examples & Samples

Collect and validate macro-economic indicators for various countries; research through secondary sources
The role involves extracting and condensing information from Government websites, information provided to locate the data etc
Delivering high quality output to the client with regards content, structure and presentation
Facilitating client in timely publishing of country’s Sovereign ratings
Demonstrate strength and experience in client/requester relationship building and management, information/knowledge needs assessment
Requires the ability to work effectively with a mix of long and short term deadlines
Providing error-free output and achieve the targets efficiently
Provide assigned work in the allotted time effectively

Financial Data Analyst Resume Examples & Samples

Develop, perform, and manage the analyses of business and financial metrics as well as performance measures
Develop and maintain financial reports to clearly communicate actual results, forecasted performance, and variances to plan, forecast and budget
Develop, perform and manage all aspects of financial planning, budgeting and
2+ years of data analysis experience
1+ year of SQL experience
Intermediate experience with MS Access
Intermediate experience with MS Excel
Bachelor’s degree in Business, Data Management, or Computer Science
SSRS and SSIS experience
Tableau experience
.NET experience

Senior Financial Data Analyst Resume Examples & Samples

Update, maintain and enhance key databases to support analyses
Become Subject Matter Expert on key Supply Chain Metrics
Provide key operational/finance reporting that supports Supply Chain Operations and provides insight and trending on key performance measures
Provide ad-hoc analysis and support daily/weekly reporting needs for the team
Perform Ad Hoc Analyzes
Advanced skills with MS Excel
Strong Access Skills
Ability to work well both independently and as part of a team
Self-starter who is able to prioritize and manage multiple tasks to effectively meet deadlines in changing environment
2 or more years’ experience synthesizing large amounts of data and providing meaningful, insightful analysis to senior management

Financial Data Analyst Resume Examples & Samples

Partners and builds relationships with internal stakeholders and clients to lead and/or support the identification and scoping analytical projects that align with priority business opportunities, challenges, and needs
Leads the development of project milestones and alignment with stakeholder needs and departmental processes and operational policies
Leads data collection, cleansing, and validation
Leads the development of complex statistical models and quantitative analyses
Initiates the identification and translation of analytical results into meaningful and actionable insights and provide business recommendations
Creates, tests, distributes and tracks financial models, reports and dashboards. Recommends and implements changes; analyzes and reviews submitted data and resolves questions and/or problems
Leads the development of effective presentations, coordinate meetings, and communicate results to leadership
Operationalize key findings, insights and recommendations. Develops tools to speed and automate the production of dashboards, complex models, and analyses. Supports training, communication and development of new policies. Drives project milestones to completion

Senior Financial Data Analyst Resume Examples & Samples

Cross-reference, analyze, and interpret large data and complex pricing terms to formulate a robust forecasting database in order to track key performance metrics and provide analytics to assist in business decisions
Consolidate large data sets across multiple platforms and business segments, streamline them for improved usability and interpretation
Develop dashboard and standardized reporting capabilities that track operational performance in real-time with both aggregated and drill down functionality
Develop and maintain financial reports to clearly communicate actual results, forecasted performance, and variances to plan,forecast and budget
Develop, perform and manage all aspects of financial planning, budgeting and forecasting
Work closely with the business to develop, recommend and establish strategies, plans and processes to improve profitability and cost efficiencies
1 + years of professional work experience in a corporate environment
1 + years of demonstrated data analytics experience and technical proficiency
Advanced to Expert level Excel knowledge
SQL, SAS, or other querying tool experience
MS Access experience
Tableau or Alteryx experience

Financial Data Analyst Resume Examples & Samples

Bachelor’s degree in Business, Computer Science or related field
2+ years of applicable job experience
Strong data gathering, analyzing, interpreting, and problem solving skills
Proficient in Excel and Experience with relational databases, with a strong ability with SQL
Proficiency with querying and database design is expected within 2 months
Must be a highly motivated self-starter and self-directed learner with a creative mind, and high attention to detail
Excellent general business acumen, with the ability to concisely and clearly communicate complex topics
Ability to maintain balance between solid “pragmatism” and “scientific rigor” to meet the needs of a dynamic business
MBA or Master’s degree in Computational Finance, Analytics, MIS or related field
Professional certifications such as CFA, CBIP, or MSCE in Business Intelligence
Proven ability to make process improvements
Substantive experience with SQL, with in-depth understanding of data warehouse structure and ETL processes (including SSIS)
Experience with, or understanding of, financial statement/balance sheet analysis
Experience with, or understanding of, statistical techniques, modelling, and machine learning
Experience with, or understanding of, programming (R, Python, Java, or C#)
In depth understanding of data warehouse structure and ETL (SSIS)

Financial Data Analyst Resume Examples & Samples

Providing data analysis and reporting for a developed financial management information program leveraging VBA and excel
Providing meaningful information on financial performance in support of strategic decisions
Providing productivity analysis to ensure appropriate resource allocation
Contributing to the evaluation of the effectiveness of the Business Services processes and new initiatives by providing information analytics and recommendations
Providing analytical support to the Business Services Strategy and Performance Management team
Work in collaboration with analytical roles within Business Services, NARP, P&C Finance

Financial Data Analyst Resume Examples & Samples

REQUIRED Bilingual English + Spanish and/or Portuguese
B.A. or B.S. degree in Accounting, Economics, or Finance preferred
Knowledge of Microsoft Office products, particularly Excel
Strong organization, communication (verbal & written) and interpersonal skills are required to work as a team and for daily interaction with Moody's analysts
An appreciation for attention to detail is required for an outstanding candidate

Financial Data Analyst Resume Examples & Samples

Prepare, and/or assist in the preparation of, periodic metrics/deliverables
0-2 Years of Accounting, IT Audit, Financial Analysis, or related experience
Prior managed care, healthcare, and/or health insurance experience
Ability to communicate effectively across all departments at varying levels of the organization, but most effectively with the IT organization
Demonstrates knowledge of software applications supporting FP&A, accounting, and other finance functions
Ability to quickly understand terminology, complex processes, and the suite of reporting applications that support financial and operational decision making
Knowledge of Generally Accepted Accounting Principles and Sarbanes Oxley
Proficiency in Microsoft Excel and Access is required
Strong knowledge of other Microsoft applications including Word, Visio, PowerPoint, and Outlook
Knowledge of SQL programming language, databases, information systems, and ERP systems
Strong attention to detail on all work performed
Ability to work independently and use independent judgment

Financial Data Analyst Resume Examples & Samples

Supports the Bank's ALLL process, including model development, execution, analysis, and documentation. Assist in supporting recommendations to Senior Management for provision and reserve levels monthly and run official ALLL estimation quarterly
Applies existing accounting standards and regulatory rules and regulations and tracks emerging issues relating to the ALLL
Assists with FDIC assisted transaction accounting on a monthly basis
Analyzes portfolio credit performance across portfolio segments to develop an understanding of the key drivers of portfolio performance
Identifies and resolves problems and inconsistencies, determining appropriate corrective procedures
Determines work procedures, prepares work schedules, and expedites workflow
Completes various projects by the assigned due date or deadline, coordinating with other departments in the company
Bachelor’s Degree in a quantitative or finance discipline (statistics, mathematics, economics, accounting, etc.)
3-5 years of analytics experience; Banking experience preferred
Basic knowledge of advanced credit risk concepts important, including probability of default (PD), loss given default (LGD), exposure at default (EAD), vintage and lifecycle effects, segmentation strategies, etc
Solid understanding of statistics. Experience building credit risk forecasting models such as roll rate, vintage, and probabilistic models highly desirable
Strong analytical math and problems solving skills
Strong knowledge of Microsoft Access, Excel, and PowerPoint, particularly knowledge of Visual Basic and usage of macros within Excel. Prior experience building financial models within Excel very important
Working knowledge of data querying languages and software, such as SAS, SQL, ODBC, OLEDB desired
Demonstrate effective written and verbal communication skills
Ability to work independently and maintain confidential information
Proven analytical and accuracy skills. Requires attention to detail
Must be a self-starter

Financial Data Analyst Resume Examples & Samples

Provide investment data support for Fixed Income Portfolio Management
Manage and support the suite of analytics used globally
Perform data research on Fixed Income products to model OTC securities
Liaise with vendors, data providers and the offshoring team on data issues
Assist in defining business rules for data validation and enrichment
Ensure adequate quality controls are in place
Create procedure documentation
Two or more years of experience in Financial Investment
Process and detail oriented
Strong writing and documentation skills
Exposure to FactSet/Bloomberg is preferred
Some programming experience such as SQL and VBA is preferred
Intermediate or higher level proficiency in MS Excel
Proficiency in MS SharePoint is preferred

Financial Data Analyst Resume Examples & Samples

Bachelor’s degree in Business Administration, Finance or Technology related field required
2+ years of data management experience
Experience managing operational data stores, data warehouses and marts
Mid-level technology skills (systems implementation, data manipulation, data feed support)
Knowledge of the investment industry and fund products preferred
Business analysis and project management skills
Client service and vendor oversight experience.( Preferred)

Financial Data Analyst Resume Examples & Samples

Compile financial data for issuers using annual/interim reports and other sources. In addition, ensure financial data complies with Moody’s rating methodologies and where required performing adjustments to data to ensure global comparability
Ensure timeliness and quality of data captured including the ongoing monitoring of the quality of data spread by outsourced resources
Interact with ratings analysts within the wider group with regards to financial statistics needed for their analysis and publications
Minimum of a BSc (or equivalent) in Accounting or Finance
A good understanding of financial statements and balance sheets is essential
Relevant work experience in accounting, finance or economics is highly desirable
Excellent communication, organisational and administrative skills
Client Care
Ability to work pro-actively and multi-task
Fluent or Native Spanish Speaker
Computer literate with a strong knowledge of Excel

Financial Data Analyst Resume Examples & Samples

Participate in designing and establishing infrastructure and tools for data analytics
Develop analysis supporting planning and execution of Internal Audits throughout the Hempel Group
Develop analytics aiming at identifying fraud and other irregularities
Continuously improve existing solutions and help turning ideas on how to improve analysis into solutions
Ad hoc analysis on request from the Executive Management
Educate colleagues in the use of systems and tools
Have flair for IT. You have experience working with SQL, you have the ability to quickly learn new systems. You understand data analytics and have a strong analytical mindset
Quickly see things in the right perspective. You work with high focus on details, you are motivated by working with numbers and you possess a high degree of self-discipline and structure
Get things done. You can maintain a high level of quality while respecting agreed deadlines. You have good communication skills and can interact with people from many cultures
Master English on a negotiation level. Proficiency in other languages will be an advantage
Instinctively representing the compliance culture characterising Group Internal Audit and Hempel in your day-to-day work, you inspire confidence and you are a trustworthy partner
Experience with Microsoft AX is an advantage but not a requirement

Financial Data Analyst Resume Examples & Samples

Budgeting / Forecasting / Strategic Planning: support the annual strategic planning and operational business plan processes and input required from a higher level and ensuring that the detailed-level processes are executed and effected
Reporting structure / hierarchy changes: maintain financial reporting hierarchy. Ensure that reporting structure/hierarchy changes are executed to (a) reflect business / organizational changes, (b) enhance MIS reporting including the transparency and granularity of management information
Diverse Business management tasks
LI-KS1*
University degree in business administration
Around 3 years of experience in data management and financial reporting
Excellent knowledge in Microsoft Office (especially Excel), Access, VBA
Knowledge of Essbase and Hyperion would be an asset
Proven experience in financial modelling
Ability to understand dataflows and to handle complex data
Willingness to work in a virtual team / solid communication skills
Service oriented and reliable personality
Flexibility in mind and ability to manage and implement change

Financial Data Analyst Resume Examples & Samples

Review / analyze monthly financial statements
Prepare monthly forecast and maintain forecast model
Participate in the forecasting and budget processes
Have a thorough understanding of how the forecasting Model functions, the assumptions being used in the Model how Model output is impacted by changes in the balance sheet, assumptions and interest rates
Maintain forecast model in compliance with model policy
Prepare forecast model rollforward
Participate in forecasting under both normal operating conditions and stress conditions
Monitor, analyze and report monthly changes in NIM
Monitor loan and deposit origination volumes, tenors, structures, spreads and pricing
Provide financial information and reporting for organizational units
Facilitate annual budget process for organizational units
Report development and delivery
Support other reporting and analytical needs of organizational units and management as needed

Senior Financial Data Analyst Resume Examples & Samples

Prepares financial reports and conducts comprehensive analyses with written summaries to management
Performs financial analysis upon identification of variances, and coordinates with junior analysts' variance analysis process as defined
Participates in the planning and development of regional, departmental and/or functional budgets

Financial Data Analyst Resume Examples & Samples

Continuously improve business processes driving greater efficiency, accuracy and insight
Build trust and rapport with senior business leaders and peers
Represent Finance in any cross-functional initiatives or special projects
2+ years of financial systems and data analysis experience
Process oriented with strong attention to detail
Advanced analytical skills, must be able to obtain, organize and interpret data with minimal guidance
Creative problem solver with the ability to recommend and develop solutions to meet business needs
Advanced skills with Microsoft Office, particularly Access, Excel and PowerPoint
Ability to write and troubleshoot complex SQL queries and VBA code
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations

Financial Data Analyst Resume Examples & Samples

Locate and define process improvements within the Finance department
Use statistical techniques to interpret data and analyze results
Develop and implement data collection tools and other strategies that optimize statistical efficiency and data quality
Identify, analyze and interpret trends or patterns in complex data sets
Examine existing datasets and reports to accelerate current processes
Work closely with management to prioritize the company's business and information needs

Financial Data Analyst Resume Examples & Samples

Develop and evaluate predictive analytics models. Methods include: binary logistic regression, Chi-Squared testing, stepwise regression, ROC Curves and other statistical methods
Validate, analyze and explain the data used for model development. This should include variance reporting, statistical analysis, and automated outlier/anomaly detection
Manage lifecycle of data projects; including the design, development, testing, implementation, and enhancement of the data warehouse
Develop ETL processes to integrate existing and new sources of data for reporting, analysis, and model development from various data sources, including SQL Server, MS Access, and MS Excel
Work with colleagues from other divisions to develop globally consistent scorecards and data models; working with stakeholders to identify new data useful for analysis
Develop new process improvements to enhance data analysis and modeling capabilities; increasing the speed, accuracy and efficiency of our work
Ad-hoc analysis and other duties as assigned

Financial Data Analyst Resume Examples & Samples

Collaborate with Financial Manager to provide analysis and reporting of actual and projected compensation information
Maintain confidential employee compensation database
Administer compensation programs including annual merit adjustments and various bonus plans
Coordinate and administer regional fees (interpret management and development agreements and prepare property billings)
Prepare, review and distribute financial reports for the various profit centers
Develop, maintain and distribute ad hoc reports
Prepare quarterly financial statements and supporting schedules
Assist in annual plan/budget preparation process by preparing expense projections and variance analysis for certain accounts
Partner with Regional Accountants to ensure accuracy of journal entries and general ledger
Ensure records are kept in compliance with GAAP or other basis of accounting
Bachelor's degree in Finance, Accounting, Business Administration or related discipline from an accredited institution
2+ years of professional accounting experience encompassing similar duties
Public accounting experience strongly preferred or relevant financial modeling experience on the corporate side

Financial Data Analyst Resume Examples & Samples

Validate and fact check pre-publication materials and documentation of the research and the ratings process
Ensure timeliness and quality of data validated; including the ongoing monitoring of the quality of data validated by outsourced resources
Understand financial data and be able to analyse issues and challenges in order to develop and implement solutions
Work with outsourcers on a regular basis
Interact with analysts from lines of businesses with regards to financial data issues of their publications
Understand and manage client expectations
Excellent written and verbal communication skills in English and Mandarin
High attention to detail with excellent analytical skills and the ability to handle multiple projects at the same time
Proficient in MS Office Suite (i.e. Excel)
Must be a team player with good interpersonal skills
Must be a self-starter willing to work independently and proactively
Bachelor’s degree in Finance/Accounting/Economics highly preferred
Relevant experience in Accounting or Finance with understanding of financial statements is desirable
An understanding of Economic concepts would be desirable
Japanese language proficiency is a plus, other secondary working languages are also welcome

Financial Data Analyst, Technology Operations Resume Examples & Samples

Extract and/or compile data from various sources and conduct detailed data analysis to support operations
Provide day-to-day user support for technical system issues and ensure timely issue resolution
Manage ad hoc reporting and analysis projects as required
Provide additional reporting to Technology Division and Finance/NY as required
Assist in completing the annual budget and quarterly re-forecasts for the Technology Division including Research & Development, General & Administrative, Supply Chain, headcount, labour hours, CAPEX

Senior Financial Data Analyst Resume Examples & Samples

Experience with Host Analytics is strongly preferred
Exposure to database analytical functions, aggregate functions
Good programming skills, hands on experience with SQL/VixQL/Python preferred
Prior experience with migration or new implementation of new tools is a plus
Intellectually curious

Senior Financial Data Analyst Resume Examples & Samples

Utilize systems and automation to drive and improve accurate general ledger activity and financial reporting
Audit newly implemented plans and contracts for financial reporting impacts; share new policy data with other team members to ensure FTS Tagging is set up appropriately
Accept & track financial reporting errors identified by the Accounting staff relating to case installation issues
Perform root-cause analysis, and collaborate with various departments to resolve case install issues
Develop case install documentation including; detailed analysis, case install tracking, and policies and procedures
Conduct meetings to share information and review status updates for all case install issues
Take a leadership role in supporting projects as a Subject Matter Expert including; requirements analysis, writing and execution of test cases, and modification of business processes
Drive process improvements including developing innovative approaches for increased efficiency and effectiveness
Support the integration of financial systems for new acquisitions
Bachelor’s degree in Business, Accounting, Finance, Health Administration or related field
3+ year of experience in business/finance with analysis and reporting experience
Ideal candidate for this role has accounting experience or education but is interested in utilizing systems and automation to drive and enhance financial reporting
Experience with querying large data sets
Able to work independently, as well as collaborate with various teams throughout UHC
Demonstrates critical thinking and intellectual curiosity with the ability resolve issues/questions
Demonstrates excellent written and oral communication skills with attention to detail
Ability to internalize, interpret and document complex scenarios clearly and concisely
Strong Time Management, prioritization and organization skills
Self-confident with the ability to adapt to changing circumstances
Energetic and forward thinking team player
Understanding of SAS and/or SQL
Experience with MS Access
Understanding of data storage structures

Lead Financial Data Analyst Resume Examples & Samples

Should have the skill to source financial data from websites
Communicate with MIS on-shore analysts
Ensure timely delivery of files, as per the required requirement and with high quality standards
Ability to communicate clearly and effectively in oral and written form
Bachelor’s degree and/or studying towards advanced degree. Entry level position. 0-3 years’ experience preferred

Senior Financial Data Analyst Resume Examples & Samples

Bachelor of Business or Healthcare Administration. MIS degree preferred
Five years experience in finance, data management preferred
Two years experience within the healthcare industry preferred
Ability to analyze and interpret complex governmental regulations
Ability to work independently at all levels of the organization
Advanced level PC skills including Word, Excel, and Access. Complex formula development, VisualBasic programming, developing Macros and performing ad hoc analysis. Complex query building, performing ad hoc queries with deadlines, and database management, including recognizing when databases need compact and repair to prevent data corruption or data loss
Application development experience and a working knowledge of ERP software (e.g. Lawson,.) Proficient in use of data mining software (e.g. ACL)
Demonstrates commitment to the Partners-in-Caring process by integrating our culture in all internal and external customer interactions; delivers on our brand promise of “we advance health” through innovation, accountability, empowerment, collaboration, compassion and results while ensuring one Memorial Hermann

Senior Financial Data Analyst Resume Examples & Samples

Design and deliver reporting of pharmacy claims; more importantly, provide corresponding analysis to identify and drive potential opportunities for the business
Utilize analytical tools such as SAS, SQL, and Micro Strategy to access and manipulate claims data
Evaluate and identify data or program implementation issues and enhancements
Analyze benchmarking data, reports, processes and measurements
Create financial modeling using claims and other health care data
Act as SME for Pharmacy data and provide feedback, coaching and guidance to others
Provide insight and expertise by presenting findings, analysis and reports to the leadership team
Bachelor's Degree in Statistics, Mathematics, and Economics, Finance, Accounting or equivalent field
3+ years of business experience with strong financial data analysis background
Advanced proficiency in MS Office tools especially in MS Excel
SAS and SQL experience
Ability to interact effectively with different business units, team members, and external client at all levels
Ability to manage multiple tasks and shift priorities quickly

Financial Data Analyst Resume Examples & Samples

7-10 years experience conducting quantitative, financial or business case analysis
7-10 years data acquisition, manipulation and modeling; Financial/Banking industry products knowledge and analysis; experience leading high impact projects and initiatives
Strong organizational and leadership skills: plans, reviews and tackle obstacles to excellence; ability to utilize persuasion and build relationships to win support for the benefit of the business
Mastery of theoretical and practical accounting and finance concepts
Experience with statistical and quantitative analysis a must
SQL coding knowledge is a must - ability to parse large amounts of data into manageable output needed for analysis
Skilled in software applications: Microsoft Word, Excel, Access, PowerPoint, SAS a plus
Intermediate to advanced proficiency in analytical spreadsheet skills and data manipulation

Financial Data Analyst Resume Examples & Samples

Should be able to do independent banking and insurance spreading
Responsible for remediation and tracking of errors/revision requests
One associate should have experience in Chinese language translation and ability to understand financial statements

Financial Data Analyst Senior Resume Examples & Samples

Identifies financial issues and anomalies, investigates causes and communicates to management along with providing recommendations for improvement. Reviews reports to ensure accuracy, consistency and validity of report data
Manages ongoing cellular unit reconciliation at a macro level, working with internal and cellular carrier data. Analyzes macro cellular data lines activity for cost improvement
Identifies and suggests software improvement to assist customers in locating equipment in correlation with the asset management system
Analyzes customer profitability reports for areas of improvement in customer behavior
Leads to match financial and operational data to maintain departmental KPI reports, focusing on maintaining volume independent comparisons for departments to manage expenses
Leads new analysis into single unit cost models as new products grow in usage
Compiles and analyzes data to prepare reports and forecast models. Will provide recommendations of revenue forecasts for senior level managers including maintaining forecasted revenue and expenses in budgeting/forecasting software
Become familiar with ERP system and process flow so as to identify and analyze manufacturing cost and usage inefficiencies and helps develop, implement and drive cost reduction plans
Prepares recommendations of budgeted costs to be used by Manufacturing Managers during the budgeting process. Reviews submitted Managers’ budgets for reasonableness and makes recommendations for changes
Gathers, analyzes, organizes and compiles data in response to requests from internal and external customers for ad hoc reports
Acts as a liaison with customers and internal staff to determine reporting needs and communicates requirements for new reporting requests
Performs other reporting and analysis as requested

Financial Data Analyst Resume Examples & Samples

Delivering high quality output to Analyst with regards to content, structure and presentation
Facilitating the Analyst in timely publishing of country’s Sovereign ratings
Demonstrate strength and experience in Analyst / requester relationship building and management, information/knowledge needs assessment

Financial Data Analyst Resume Examples & Samples

Involved in the following: data analytics, financial decision support, business statistics, benchmarking, budgeting, long term strategic planning, predicative modeling, productivity, dashboard/financial reporting, financial analysis/trending, metric development, data/system quality and ad hoc analysis/projects
Acquire data from primary or secondary data sources and maintain databases/data systems
Interpret data, analyze results using statistical techniques and provide ongoing reports
Adept at queries, report writing and presenting findings
Supervise projects and analysts including leading major projects and analyst training
Subject matter expertise

Financial Data Analyst Resume Examples & Samples

Review revenue entries and reconcile revenue at month end,
Collate revenue numbers and metrics and produce/manage monthly dashboard reports
Provide proactive insightful financial analysis to enable BU/COE to reach its short and long term strategic and financial objectives. Often interface with senior management to deliver financial information in a concise and meaningful manner to foster effective decision making
Drive value-added planning, budgeting and forecasting activities. Work with various areas of the business and business unit management to prepare annual budgets, including summarizing the budget and preparing presentations
Work with the various areas of the business, managers and business unit management on monthly financial forecasts reflecting revenue, expenses, headcount, capital and other metrics
Provide weekly sales reports to support management and sales
Minimum 5 years’ experience in financial analysis and revenue tracking
Excellent critical thinking, problem solving analytical capabilities with strong attention to detail and task oriented
Ability to effectively work and lead across cross functional teams
Ability and willingness to multi-task in a fast paced environment
Ability to make well thought decisions in complex or ambiguous situations
Proven team player that thrives on overall success of team and/or organization
Strong analytical skills for effective problem solving
Must be able fact find independently using SQL/Oracle or BI Tools
Strong skills in MS Excel including to pivot tables, formulas and graphing
Minimum of 3 years of experience in visual reporting development, including hands on development of analytics dashboards and working with complex data sets
Minimum of 3 years of Tableau or Spotfire development experience
Previous experience in forecasting and variance analysis with sales/volume and P&L type reporting is strongly preferred

Financial Data Analyst Resume Examples & Samples

Bachelors Degree required, business degree preferred
3+ years work experience
Experience with Hyperion Essbase, QlikView and Business Objects a plus

Financial Data Analyst Resume Examples & Samples

Identify opportunities for improvement and translate them into projects
Secure buy-in from business and corporate stakeholders to ensure project success
Initiate new projects and build cross-functional teams with corporate / business finance, IT and subject matter experts
Employ effective data visualization techniques to tell the business story
Develop sustainable, fully automated dashboards to help management quickly assess financial health of the business and identify drivers of performance
Reconcile financial information from dashboards to the data source (ERP) and implement controls to ensure continued accuracy
Work with IT Business Analytics team to develop and maintain finance data sets
Coordinate with IT team to ensure optimal financial planning system performance
Implement process and database changes
Perform administrator duties as needed in the financial planning system including master data maintenance, monthly load package updates, monitoring of the data load kick-outs, administering work status, creation of the new / maintenance of existing standard templates and system troubleshooting with business finance and IT teams
Bachelor's degree in finance or accounting with a minimum of 5 years of strong financial analysis and financial reporting experience
Thorough knowledge of ERP financial planning system - Tableau, BPC and/or SAP experience preferred
Strong understanding of reporting structure and business
Demonstrated passion to bridge financial expertise with the latest technology with a goal of delivering business value
Ability to develop repeatable, clearly understandable and comprehensive data visualizations that lead to data-driven business decisions
Proven ability to work with and blend large volumes of data
Excellent organization and project management skills
Expertise in statistical analysis
Experience with building predictive models
Expert in Microsoft Excel
Ability to interface at all levels of the organization, both internally and externally
Minimal travel required (0 -- 10 days per year)
Work environment is typical of an office setting

Financial Data Analyst Resume Examples & Samples

Data Analysts contribute towards the inputs to analysis needed to formulate ratings and have significant impact on the process. The Data Analyst role will initially focus on working with the Analytic data management AVP to understand the dataset as well as the inputs and output requirements and then help define the future state plans for centrally managing the data. As datasets come under central management the role will include ongoing data production such as entering data into databases and performing necessary adjustments/calculations to data. The data analyst will regularly have to liaise with analysts, outsourcers, and accounting specialists in order to understand the rated entities in the portfolio
Post graduate degree in Accounting, Finance, Economics is plus but other majors will be considered
Strong organizational, communication (verbal & written), and interpersonal skills are required to work as a team and for daily interaction with NY and London based team members
Knowledge or prior experience of collection and processing of financial and non-financial data
Knowledge or prior experience in insurance and/or Banking industry is a plus
Individual must be organized, dependable, able to multi-task and manage priorities, display initiative, and have the ability to work independently in a fast paced environment

Financial Data Analyst / Umms Resume Examples & Samples

Assists team members and management in developing, enhancing, and maintaining standard processes, databases, reference data, and reports to support accurate, consistent, efficient, and quality service to internal and external customers
Coordinates and prepares System level summary reports, ad hoc reports, and special projects, as requested
Knowledge and experience with spreadsheets (MS-Excel, Lotus), word processing, and other finance related software programs. Knowledge of databases (MS-Access) and SAS preferred
Ability to process, assess, and summarize large amounts of financial and clinical data into useful information
Concern for quality and ability to identify errors and implement corrections
Ability to work effectively in a matrix work environment and manage multiple deadline-driven tasks and projects
Demonstrates ability to learn and understand complex Medicare and HSCRC regulations

Financial Data Analyst Resume Examples & Samples

Minimum five years of experience in financial analysis activities
Considerable experience in database analytics
Proficient in SQL, PL/SQL, TOAD for Oracle, Netezza, and/or SAS
Proficient computer skills, especially Microsoft Office applications, including SharePoint
Extensive knowledge of MS Access and MS Excel, including pivot tables
Proficient in Visual Basic for Applications (VBA)
Experience with ODBC and external data sources
Experience with Essbase
Experience with HMTL, CSS
Ability to design, document, and effectively communicate processes and procedures

Financial Data Analyst Intern Resume Examples & Samples

The intern will analyze information and create presentations for internal and external use
Working with substantial independence, the intern will analyze and review financial, operational and business development-related data
Support a broad range of other assignments with responsibility for recommending and implementing change in methods and procedures in addition to advising management on appropriate next steps
Working towards Bachelors Degree
Strong qualitative and analytical skills and have ability to perform statistical calculations and evaluate results
Must be able to prioritize tasks and manage multiple projects in a fast paced environment with minimal supervision
Ability to work independently as well as in a team environment and communicate with all levels of management

Financial Data Analyst Resume Examples & Samples

Analyzes, consolidates and interprets financial data
Ability to understand analytics as they pertain to company financials
Understanding of valuation concepts and cash flow is imperative

Financial Data Analyst Resume Examples & Samples

Advanced knowledge of MS Excel
Advanced knowledge of MS Access
Advanced knowledge of SQL
SharePoint experience
Willingness to Learn
Data /Business Analyst Experience
Banking background

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst II is expected to develop an end-to-end understanding of the transaction processing workflow and understand the way that the data flows between the Merchant, InComm and the Partner to process a complete transaction
Manipulate and analyze internal and external data with varying formats, quality, and accuracy while maintaining the integrity of the data. Tie data to financial transactions. (Datasets often have over a million records)
Use a variety of tools, especially MS Access/VBA and advanced Excel to contrast and compare internal and external data
Work with both internal and external resources to ensure data is accurate; Take necessary corrective steps to repair inaccurate data with the appropriate resources
Work with Financial Accounting to ensure accurate recording of adjustments and proper representation of balances on financials
Facilitate meetings with external parties to acquire accurate data representing the external side of the transaction; Using that data the Financial Data Analyst II will be responsible for identifying any potential break-points in the external partner’s processes and work with the resources to mitigate and correct any deficiencies that would impact data reconciliation
Create accurate and meaningful reporting of the InComm data that can withstand scrutiny of external partners and give them comfort that the reconciliation of the data sets is accurate and complete; Working with the external parties utilize the reconciled data to resolve any conflict or disparities and obtain all sums due to InComm
Other tasks and responsibilities as assigned
Bachelor’s Degree required with a minimum of 5 years of relevant work experience
Prior experience working with large sets of data (at minimum 500,000 rows at any given point)
Strong knowledge of database and spreadsheet software with Advanced Excel skills including but not limited to advanced Pivot Table use, advanced formulas (not using the formula wizard) and the use of charts. Intermediate to Advanced Access Skills, and a working familiarity with SQL and VBA Experience with Microsoft Office applications required
Experience working with large ERP system required; familiarity with Oracle and Oracle Discoverer is a plus

Financial Data Analyst Resume Examples & Samples

A motivated self-starter who can work with little supervision and in a collaborative team environment
Passionate about data and using data to drive sound business decisions with a minimum 3 years’ work experience in a similar environment
A proven track record in demonstrating a systematic, disciplined, analytical and customer focused approach to problem solving
Experience with data modelling, data querying, data manipulation of large data sets
Demonstrated ability to work in a changing and challenging environment with a record of producing high quality deliverables against an aggressive schedule
Previous experience working with Teradata Data Warehouse a plus
An excellent communicator, comfortable interacting with people at various levels across business and IT functions
Ensure consistent and efficient production of reports
Project management of the enhancement to operational systems
Identify issues before they arrive and create innovative solutions to correct same
Committed and able to prioritise work duties and tasks whilst working in a fast paced environment
Aware of quality management tools and techniques
Educated to bachelor’s degree level, with a concentration in Business, Economics or Computer Science (or the equivalent qualifications/work experience)
Experience in analysing business processes & requirements
Must have proven ability in working to tight deadlines, with previous experience in the delivery of data solutions to meet business requirements
Must have proficient use of SQL
Must have strong knowledge of SDLC and Agile framework with a proven track record in leading the design and delivery of IT solutions

Financial Data Analyst Resume Examples & Samples

B.A. or B.S. degree required; specializations in Accounting, Finance, or Economics preferred
1-3 years of relevant work experience required (can include internship experience)
Strong knowledge of Microsoft Office products and particularly Excel, such as pivot tables, lookups, etc
Knowledge or prior experience in analyzing financial statements is required
Individual must be organized, dependable, able to multi-task and manage priorities, display initiative, and have the ability to work independently in a demanding, fast-paced environment

Financial Data Analyst Resume Examples & Samples

Graduate or Post graduate degree required
Knowledge or prior experience in analyzing financial statements is preferred
Individual must be organized, dependable, able to multi-task and manage priorities, display initiative, have the ability to work independently in a demanding, fast-paced environment and pay attention to details
Language skills may be required for certain positions

Financial Data Analyst, Optumrx Resume Examples & Samples

Responsible for the oversight of all data and file exchanges processes
2+ years of experience with reporting, billing, analysis, and file exchanges
2+ years of claims analysis experience
2+ years of experience in benefit file exchange business requirements, File Transfer protocol knowledge
Ability to solve practical issues and deal with many variables in situations where only limited standardization exists
Ability to develop and establish proactive oversight processes to ensure contractual compliance
Ability to interface with clients at the C level
Strong project management and organization skills
Proficient knowledge of the PBM industry
Knowledge of Medicare Part D Employer Group Waiver enrollment and claims processing rules
Proven ability to handle and resolve complex client issues
Understanding of pharmacy benefit strategies and pricing practices
Demonstrates a high degree of client focus and attention to service

Financial Data Analyst Resume Examples & Samples

Work independently to build and aggregate custom reports based on data from multiple sources
Create ad hoc reports and data models
Determine growth trends and create projections
Develop ad hoc, potentially complex SQL scripts to extract desired data and metrics
Adept at tracking down data elements and relationships between multiple tables
Excellent diagnostic and problem solving ability

Financial Data Analyst Resume Examples & Samples

Master degree finance with math, statistics. Strong math and analysis skills are needed
Statistical and data analytics certifications
3 -5 years of industrial experience in predictive modeling, business intelligence, business data and statistical analysis
Strong Problem solving ability and ability to derive meaningful business insights through data analytics. Strong analytical skills and experience in large data analysis, which includes reviewing details, facts, trends, number crunching that could give meaningful insights to drive effective and optimized business
Working Experience with analytics tools and software, good working skills in MS Office
Working knowledge of Linear Regression, Logistic Regression, Decision Tree, K-Means, Random Forest is desirable
Experience in using SAS, R, Python, Matlab, or any other statistical software
Strong data presentation skills
Experience in handling gigabyte, larger size datasets and Big Data is desirable
Experience in working with financial data and systems (preferred)
Communication Skills: Good communication and presentation skills. Need to write and speak clearly, easily communicating complex ideas
Critical Thinking: Must look at the numbers, trends, and data and come to new conclusions based on the findings
Good understanding of business and its financial implications
Responds to financial inquiries by gathering, analyzing, summarizing, and interpreting data
Fair understanding of the Functional/technical aspects of the job

Senior Financial Data Analyst Resume Examples & Samples

Extract and/or compile data from various sources and conduct detailed data analysis to support operations and R&D Projects
Assist business partners in developing business cases, understanding financial impact, performing cost benefit analyses
Identify and measure key performance indicators that drive business performance
Develop reports, summaries and presentations articulating critical business data
Communicate findings and present analyses within the group and to other departments
Responsible for the support and development of current and new system functionality
Recommend system enhancements and manage timely implementation
Assist Business area managers in completing the annual budget and quarterly re-forecasts for the Technology Division including Head count, CAPEX, Labor Hours for Research & Development, General & Administrative, Supply Chain, etc
Build strong relationships with budget managers - be the go-to person for all things finance related

Senior Financial Data Analyst Resume Examples & Samples

Develop dynamic reports, dashboards, and key performance indicators aligned with business strategies and initiatives
Design, support, and maintain financial databases, processes and documentation
Continuously improve business processes driving greater efficiency, accuracy, and insight
Prepare financial models, analysis and presentations identifying trends and opportunities for improvement
Partner with cross functional leaders to measure latest initiatives and recommend actions to drive improvement in business results
Provide leadership and guidance to other members of Finance organization
Identify key risks in processes and implement controls as needed
Bachelor’s degree in Finance, Economics, Accounting or related field, MBA preferred
3-5 years of analytical experience, preferably in the financial services, insurance, or related industry
Ability to distill large complex datasets into actionable insights and recommendations
Advanced skills with Microsoft Office, particularly Access, Excel, and PowerPoint, SQL Server a plus
Extensive Tableau Desktop and Tableau Server experience with ability to create, publish, and troubleshoot dynamic executive and operational dashboards
Must be able to prioritize multiple projects and deliver results in a fast paced environment
Must be process oriented with strong attention to detail
Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage

Senior Financial Data Analyst Major Accounts Resume Examples & Samples

Maintain and ensure data integrity
Develop reporting solutions in line with Major Account initiatives
Generate reporting solutions in a timely manner
Support executives, department leaders, and key personnel with data and analytics
Develop a reporting suite for Major Account team performance
Develop a reporting suite for Major Account profitability
Develop a reporting suite for Major Account product performance
Develop a center of excellence for Major Account reporting
Maintain fluency of Major Account strategies and develop key performance indicators
Build trust with the Vice President of Major Accounts and offer critical insight on strategies, KPIs and goals
Serve as primary analyst for assigned geographic divisions. Provide regular and ad hoc analysis regarding distribution center operations, store operations, finance, pricing, product, sales, supply chain, national accounts, human resources, etc. Ensure data fluency across all departments and lines of business. Use information to answer questions for field management
Work with other analysts in ICE and Strategic Financial Analytics (SFA) to consolidate and automate reports, ensure consistency of information, and reinforce data integrity. Offer critical insight for the data governance department
Aid SFA in establishing project ROI’s and enhancing the BI roadmap
Produce ad hoc reporting and analyses initiatives as directed

Financial Data Analyst Resume Examples & Samples

3+ years of finance-related experience with an emphasis on financial analysis, modeling, & reporting
Strong analytical & problem solving skills – experience delivering focused insights from very large data sets a plus
Strong oral & written communication skills – ability to build trust and help influence others
Proven ability to work in a fast-paced environment & handle multiple tasks effectively
Self-motivated individual willing to take risks and try new things, but knows when to walk away

Financial Data Analyst for a Fortune Company Resume Examples & Samples

Bachelor degree in Accounting, Finance, Economics degree
B2B supplier collections /wholesale/distribution/manufacturing
Large volume company experience
SAP & Excel skills need to be strong (large data sets, VBA+)

Financial Data Analyst Resume Examples & Samples

Intermediate knowledge of SQL Server Management Studio
Ability to learn complex data structures across multiple databases
Ability to construct accurate queries to pull data using unions, joins, case statements, and error handling logic and be able to comprehend and maintain existing queries
Working knowledge of Accounting and terms
Excel – intermediate to expert level experience (nesting, array formulas, etc)
Oracle GL experience
VBA knowledge (how to run/maintain code)
Insurance knowledge

Financial Data Analyst Resume Examples & Samples

1-3 years’ experience or Data Analysis required
Strong writer and verbal communication
Researches system improvements to increase department efficiency and accuracy
Meets accounting close deadlines as assigned
Provides support to business unit accounting group as required
Coordinates, develops, issues, reviews and updates business unit accounting and operating policies

Financial Data Analyst Resume Examples & Samples

Bachelor's degree required from an accredited university preferably with an emphasis in Business, Project Management, Economics, Finance, Accounting, Statistics, Mathematics, MIS, or Health Admin. Desire to pursue a CPA or MBA is encouraged
Working knowledge of accounting functions
Proficiency in MS applications (Word, Excel, PowerPoint, Access) and SQL. Experience with VBA, SQL Server, Visual Studio, Cognos Business Intelligence tools, other analytical applications or other programming languages is desirable. Be willing to learn new internal systems and tools. Ability to work with mathematical concepts and apply to practical situations
Data analysis experience with ability to manage large datasets encompassing multiple systems and work effectively at both a detailed and big picture level
Ability to read, analyze and interpret common business communications, technical procedures, or governmental regulations
Organized with effective time management skills

Senior Financial Data Analyst Resume Examples & Samples

Owning and distributing weekly and monthly reporting
Forecast Freight-on-board volumes, cubic volume, cost upcharges against invoices to evaluate risk versus cushion for Staples' P&L
Own SBG Essbase sales and margin cube, socialize and train SBG group, create BI reporting ultimately to replace excel reports
Develop rigorous data mining across spectrum of SBG information and activities using BI tools; transform analysis provided to SBG using rigorous analytics
Use visualization techniques to communicate clear, concise, actionable information that adds value and drives SBG decisions and actions
Analyze SKU Count, Inventory, Assortment of SBG SKUs - collaborate with team to transform the SBG portfolio into fast-turning, productive SKUs
Build the Sales and Margin budget across North American channels
Support the leadership team through ad hoc analysis

Financial Data Analyst Resume Examples & Samples

Independently perform daily operational work by monitoring reserve deficiencies, assessing charges, and verifying interest payments
Coordinate depository institution mergers and account changes
Review routine work performed by other staff
Serve as the central point of contact for depository institution inquiries on Reserve Administration topics and ensure compliance with Federal Reserve System policies
Ensure department procedures are current and lead reviews to ensure compliance with applicable regulations, policies, and guidelines
Investigate questions, analyze data, interpret policies, make recommendations to management, and consult with Legal staff on non-routine, complex issues and financial transactions
Contribute to ad-hoc projects established to study issues and formulate recommended changes in policy, procedures or standards
Contribute to software application testing and analyze the impact of business requirements on procedures and policies
Contribute to special projects related to operational improvements, data analysis, and training
Provide management support for budgeting, records management, information security, financial controls, and business continuity activities
Bachelor’s degree with an emphasis in accounting, finance, economics or commensurate education and/or experience
2-3 years of work experience in Bank operations, accounting, data analysis or related field
Strong planning and prioritization skills to balance operational and project work with competing deadlines and expectations, with minimum supervision
Able to develop and deliver communications that convey technical topics in simple, concise terms, both orally and in writing, with all levels of bank and depository institution management and staff
Aptitude to handle detail oriented work with a high degree of accuracy
Able to work well in a team environment and assist others in a positive and supportive manner
Able to gather, analyze, and interpret routine financial information for operational work and ad hoc projects
Strong skills with Microsoft Office Suite for producing professional quality content
Able to manipulate data using Microsoft Excel. Experience with SQL and/or statistical software preferred
Candidates with less education or experience may be considered at a lower pay grade and/or salary
Travel (5%)
The following is required: (1) US citizenship or (2) Permanent resident intending to become a citizen who meets certain other requirements

Financial Data Analyst Resume Examples & Samples

Knowledge on how to obtain all relevant data and uses financial reporting software to efficiently meet the reporting needs of healthcare providers and health plan management
Works with minimal guidance to solve requests and problems
Acts as a resource for others with less experience
Ability to work and translate complex data
Ability to effectively communicate between departments and translate user needs to program functional specifications
Experience reporting data analysis required
Microsoft Excel experience is required (Pivot tables, v-lookups)
Basic SQL Server experience including(Must be able to run reports, write queries)

IT Financial Data Analyst Resume Examples & Samples

Analyze financial reporting / analysis including the preparation and review of written and verbal reports to management regarding cost variances
Interact with various levels of management, coordination with accounting and finance personnel, and other support organizations
Compile financial data from various sources to provide a complete financial snapshot of actuals to plan
Coordinate with Financial Planning & Analysis personnel to understand the nature of costs within actuals and the forecast
Perform variance analysis of actuals to plan
Bachelor's degree in Business Administration or related discipline and at least 2 years of experience in financial reporting / analysis including the preparation and review of written and verbal reports to management regarding cost variances. Additional years of related experience and/or certifications will be considered in lieu of a degree
Government contracting industry experience required
Possess advanced Excel spreadsheet skills, be detail-oriented with strong math and analytical skills at both the micro and macro levels
General knowledge of GAAP is required but candidate does not have to be an accountant
Ability to learn new skills and quickly apply new knowledge
Must be able to work issues independently and possess strong interpersonal and communication skills
Possess working knowledge of Leidos applications including Costpoint, Fusion, Hyperion, and Cognos

Lead Financial Data Analyst Resume Examples & Samples

Serve as a data monitoring analyst to support Moody’s Structured Finance group with financial data capture, validation and publication and project management
Monitor data entry of outsourced resources and provide feedback and training materials to reduce recurrence of errors
Publish Performance Overviews and Index reports on a regular basis
Strong organization, administration, interpersonal and presentation skills

Financial Data Analyst Resume Examples & Samples

Graduation or Post-Graduation in Finance / Economics (Eco Hons, MBA, M. Com, etc.) or equivalent qualification; Economics background preferred
0-3 years of relevant work experience required (can include internship experience)
Knowledge or prior experience in analysing financial statements is required

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Senior Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

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Financial Data Analyst Resume Examples & Samples

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Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Senior Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Senior Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

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Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Senior Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Senior Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Senior Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

Financial Data Analyst Resume Examples & Samples

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