Intermediate Finance Analyst Resume Samples

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B Renner

Bradley

Renner

746 Neal Lock

Chicago

+1 (555) 577 0177

746 Neal Lock

Chicago

Phone

p +1 (555) 577 0177

Experience Experience

New York, NY

Intermediate Finance Analyst

New York, NY

Runolfsson-MacGyver

New York, NY

Intermediate Finance Analyst

Perform monthly reconciliations for Unclaimed Balances accounts, and
Proven track record of taking ownership of projects and manage several competing priorities and successfully deliver in a responsive manner
Provide timely and proper explanations to questions from regulators,
Process Mapping and documentation of technology processes, system data flow and resource utilization by working closely with technology and finance partners
Help team improve existing process on CIO/EWE reporting
Anticipate production issues and devise an action plan to ensure 1) minimal user impact 2) mitigation plans developed/implemented to prevent reoccurrence
Adherence to all established audit controls

Chicago, IL

Intermediate Finance Analyst

Chicago, IL

Smitham LLC

Chicago, IL

Intermediate Finance Analyst

Evaluate and make recommendations to improve and ensure all controls relating to the supported reporting applications are operating effectively and efficiently
Manage and develop Run the Bank (RTB) reporting and ensure that it is fully integrated with the CIO view
Provide quarterly reporting packages for senior management review
Develop and produce monthly performance measurements and valuations for investments
Assist in the production of Merchant Banking reports such as head-office portfolio and cost of funds as necessary
Attention to detail and high level of accuracy in completed work
Provide support/guidance to business partners and finance support teams

present

Detroit, MI

Intermediate Finance Analyst, Ottawa

Detroit, MI

Paucek Inc

present

Detroit, MI

Intermediate Finance Analyst, Ottawa

present

Management reporting and forecasting/planning of revenue, expenses and analytics in support of the business partners
Support the Manager of Revenue, MBNA & CUETS, in planning, forecasting and reporting activities
Monitoring and reporting on expense management initiatives
Allocation of expenses (actual and forecasted) and providing monthly/quarterly reporting and analytics to lines of business
Building and leveraging internal and external relationships to fulfill our mandate and support the Finance Vision
Integrating competitive and industry trends / issues to help facilitate strategy formulation
Business case support and analytics for Cards & Merchant Services line of business reporting

Education Education

Bachelor’s Degree in Finance

Southern Illinois University Carbondale

Bachelor’s Degree in Finance

Skills Skills

3 to 5+ years professional experience
Participate fully as a member of the CB&W Finance team, promote team effectiveness and contribute to a positive work environment; including cross training with other team members where appropriate
Insight knowledge
Advanced Excel skills (including Macro knowledge)
Highly organized and attention to detail
Strong knowledge of Hyperion, Essbase and Oracle would be an asset
Good Written and Verbal Skills
Strong working knowledge of MS Excel (Power Pivot), MS Word, MS Power Point and Outlook
Strong inter-personal skills, including consistent
Working knowledge of General ledger systems

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Intermediate Finance Analyst Resume Examples & Samples

Reporting, remitting and reconciling Investor loan portfolios of high complexity with accuracy and timeliness according to investor requirements and with minimal to NO amount of supervision
Responding to inquiries from investors and internal departments accurately and timely
Preparing bank reconciliations, conducting applicable research and initiating actions for timely and effective clearing of items
Preparing audit confirmation forms received from investors , or assisting in providing internal and external auditors in obtaining and verifying accuracy of investor reports, remittances, and reconciliations
Ability to monitor associate productivity, quality, and satisfaction by helping to ensure sufficient development and training of associates
Leads the implementation of new and revised systems, procedures and methods that apply to and improve the prospective units function(s) demonstrating strong SME, time mgmt, delegation, training, and coaching/mentoring
May be an individual contributor OR direct the day-to-day activities and processes, including managing SLAs, risk mitigation, fluctuations in volume and staffing
Ability to proactively detect, analyze, and resolve operational issues and prevent recurrence, by working under the direction of the Unit Mgr on strategies and processes to support unit operations and resolve unit issues
Ability to understand impacts on IAM of upstream business process exceptions and help resolve issues at root cause level by interacting with other LOBs and investors as necessary
Developing, implementing, and maintaining policies and procedures which support short and long term business plans and minimizes losses associated with inadequate information systems, operational problems, breach of internal controls, and fraud; as well as ensuring compliance with applicable rules and regulations
Performs various related tasks as required
Bachelors degree in Acct/Finance
Demonstrated work experience in forecasting, planning & analysis, and reporting
Insight knowledge
Highly organized and attention to detail
Good Written and Verbal Skills
Analytical and Critical Thinking Skills/Financial Acumen
Understanding of accounting (debits / credits), reconciliation, balancing
Experience in financial services industry

Intermediate Finance Analyst Resume Examples & Samples

Create and distribute various daily, monthly, quarterly and yearly reports that are mostly built in Microsoft Excel
Create and maintain budget for CCCS
Assist with Commission and Cost forecasting, tracking and reporting
Assist with Cost/Expense Allocations and Accruals for various portfolios and business lines
Build and maintain good internal and external relations to answer questions and provide assistance as needed
Train new team members within work unit and provides day-to-day guidance to lower level employees as needed
High School Diploma or GED equivalent is required
Bachelor’s Degree is preferred
5+ years General Accounting/Financial experience preferred
Adhere to strict Privacy laws and Citi’s encryption guidelines to protect confidential client information
Advanced Microsoft Excel skills, including familiarity with macros and advanced formulas
Advanced Microsoft Access skills
Familiarity with Citi’s internal reporting systems, including JET, FRED, Cognos and Essbase
Attention to detail and accuracy extremely important
Demonstrated research and resolution skills
Ability to build relationships and work effectively both within a work group and across operational departments
Excellent Communication skills—both written and oral
Ability to multi-task and prioritize diverse and changing workload
Ability to work with little to no supervision and make decisions within established guidelines

Intermediate Finance Analyst Resume Examples & Samples

Perform monthly analysis and reporting of expenses for the assigned areas
Take a proactive role in the quarterly expense forecasting and annual planning processes for these areas
Gain thorough knowledge of the systems used for expense reporting and analysis, and identify process improvements that will result in increased effectiveness
Strong comfort level in presenting to executives

Intermediate Finance Analyst Resume Examples & Samples

A minimum of 2-3 years of relevant experience is preferred
An accounting background (financial or management reporting and/or planning & forecasting), with a sound understanding of P&L, Balance Sheet basics
Attention to detail to deliver materials timely and accurately
Ability to multi-task in a fast-paced and dynamic environment
Effective interpersonal and communication skills (both written and verbal)
A quick learner who can work well in a team environment

Intermediate Finance Analyst Resume Examples & Samples

Bachelor’s Degree is required
Familiarity with financial reporting and budgeting preferred
Attention to detail and accuracy extremely important and vital

Intermediate Finance Analyst Resume Examples & Samples

Participate in monthly profit and loss financial modelling, forecasting and annual business financial plan preparation, including relevant presentation materials, for the Wealth Advice businesses
Provide value-added financial analysis and advisory support to business partners and respond to ad hoc requests for business analysis. This includes working with the Business Decision Support team on financial analyses and business cases
Deliver reporting and analytics to business partners, and cross-training on management reporting, branch profitability and branch manager variable compensation functions
Deliver ongoing enhancement to the processes used by the Business Decision Support team
Minimum of 3 years experience in a finance role
Strong working knowledge of Microsoft Office (especially Excel and PowerPoint)
Solid working knowledge of Hyperion (or other bank financial reporting systems)
Experience with financial models would be an asset, including the process of updating a model for new events and assessing how business drivers can be linked to financial results
Proven interpersonal and relationship management skills, and be detail-oriented with the ability to follow up on items or determine appropriate steps for timely resolution
Ability to take the lead in completing projects and tasks from start to finish
An independent thinker with strong business acumen, analytical and conceptualization skills and the ability to identify and implement process improvements as necessary
Must promote team effectiveness and contribute to a positive work environment
Previous wealth management industry experience is an asset

Intermediate Finance Analyst Resume Examples & Samples

Journal entry preparation
Prepare month-end close entries and processes, and account reconciliations
Assist in the preparation of financial statements
Account for the acqusition, disposition, merger, or liquidation of subsidiaries and/or assist in assessing the impact to the Corporate Consolidation structure
Fund capital injections, and/or assist in the repatriation of capital or submission of dividends
Prepare audit schedules, Board, SEC, and Regulatory reports, and supply variance explanations as requested
Prepare CTA schedules and anaysis
Provide support/guidance to business partners and finance support teams
Testing and supporting of Global Accounting Operations projects
Analyze and monitor various consolidated account balances for accuracy and to ensure results are as expected

Intermediate Finance Analyst Resume Examples & Samples

Participate in the production of detailed monthly management accounting, reporting and close processes, including monthly business unit income statements, management packages, and regulatory reporting requirements
Support ad hoc requests from the Wealth Advice businesses
Develop subject matter expertise with Private Banking and Private Trust businesses
Solid working knowledge of Hyperion and/or other bank financial reporting systems
Management reporting experience and the ability to evaluate performance on both financial and non-financial measures (such as performance scorecards) are a tremendous asset
Excellent interpersonal and relationship management skills, and detail orientation with the ability to follow up on items or determine appropriate steps for timely resolution
Experience in writing reports, providing commentaries / analysis and preparing presentation decks for senior business leaders
Ability to lead in completing projects and tasks from start to finish
An independent thinker with strong business acumen, analytical skills and the ability to identify and implement process improvements as necessary

Intermediate Finance Analyst Resume Examples & Samples

2 + years of experience preparing annual expense budgets and monthly forecasts
Intermediate Powerpoint skills
Intermediate Excel skills including pivot tables, linking files, charts, and creating formulas within spreadsheets
Analytical skills with a detail oriented focus
Ability to work in a faced paced/ever changing environment
Ability to make decisions or provide recommendations

Intermediate Finance Analyst Resume Examples & Samples

A solid accounting background (financial or management reporting and/or planning & forecasting), with a good understanding of P&L, Balance Sheet fundamentals
Strong critical thinking and analytical skills are required
Ability to multi-task and prioritize in a fast-paced and dynamic environment
Advance knowledge of Microsoft Office is required

Intermediate Finance Analyst Resume Examples & Samples

4) Incident Management – resolve issues when applications are not working as expected
Responsibility for ensuring application availability, data integrity and a positive user experience for supported systems
Strong technical background with hands on experience working with Financial Reporting applications and Business Intelligence tools
Ability to work effectively in an extremely fast paced and evolving environment
Proficient in identifying risks and mitigation strategies
The following skills or knowledge sets would be advantageous
Experience in a Production Support environment, specifically supporting / implementing finance applications and Business Intelligence tools (FMS, PeopleSoft, Oracle E-Business , etc)
Good understanding of TDBG businesses preferred
SQL/SAS experience
Project management skills/experience
Passion for providing superior customer service and inspiring that passion within the team
Oversight of production incidents, providing updates as per the severity guidelines, and taking an active role in driving resolution for high severity issues, including those outside normal working hours
Strong organizational skills with a proven track record of managing workflow to ensure timelines are met with a high degree of accuracy

Intermediate Finance Analyst Resume Examples & Samples

Proactively look for opportunities to automate, streamline and further develop reporting processes and infrastructure focusing on a better customer experience and capacity creation
Liaise with Business and Technology stakeholders in order to elicit, analyze, define, communicate and validate requirements for changes to business processes, policies and information systems
Coordinate system/process changes with technology and business partners
Adhere to and enhance (as required) a rigorous change control process for promoting changes from Development / UAT into the production environment
Ensure all month/quarter end deadlines for the user groups are met
Adherence to all established audit controls
Approximately 15% of the positions time is allocated to project work
Complete adhoc tasks/initiatives assigned by management within time limits
Passion for providing superior customer service Experience in a 'Business Analyst' type of position - the ability to translate user requirements into technical requirements, author procedure manuals, manage change control processes, etc
The ability to communicate complex situations and ideas in a clear, simple, and understandable manner
Proficiency in MS-Office applications (Excel, Word, Access)
Experience in a Production Support environment, specifically supporting / implementing General Ledger applications (Oracle GL,PeopleSoft GL, FMS etc) and Business Intelligence tools (Essbase, Oracle Business Intelligence, etc)
Experience in Business Process re-engineering

Intermediate Finance Analyst Resume Examples & Samples

Prepare daily/monthly account reconciliations between source systems and the General Ledger for the -GFI/Securitization business lines. Explain and resolve differences, including non standard differences, if any, with the relevant departments within the Bank. Escalate issues as required
Perform flux analysis, interest rate analysis and respond to queries from Group Finance and other internal areas
As a result of month-end analyses, post entries, as required, to adjust current source system reporting to meet proper accounting policy/guidelines
Ensure that all reporting (daily and monthly) meets the required policies, guidelines and is completed on a timely basis
Perform routine analysis of source system data (including one, or several of, SLS, FIS, DSTS, Calypso, PeopleSoft, IDAPS) to be used in response to queries from various areas for current and future regulatory and financial reporting requirements
Develop efficient and meaningful reporting tools using Microsoft Excel, Word, and Access, including the use of Visual Basic macros where possible to automate and improve processes and reporting
Promptly investigate queries from other team members, Senior Management and other areas of the business. Provide recommendations and liase with the relevant areas to resolve. Escalate to key individuals as maybe necessary in order to reach resolution in a timely manner
Create and update procedures as required
Cross Train individuals within the functions mentioned above. Be cross trained and act as backup on their functions

Intermediate Finance Analyst Resume Examples & Samples

Supporting monthly/quarterly financial and management reporting activities, related operations and Monthly Operating Results (MOR) production
Support Quarterly forecast and Annual Planning activities, processes and reporting to meet the channels, business segments and Corp Consolidation needs
Assist in the development and implementation of reporting models and methodologies to support on-going channel reporting and analysis requirements
Provide accurate and thorough data analysis, interpreted findings and make recommendations to the management on a range of financial management issues (e.g. accounting entries, management reporting reconciliation, segment allocation etc.)
Contribute to the review of internal processes and activities and assist in identifying potential opportunities to standardize and streamline reporting and financial processes and improve efficiencies
Ensure adherence to internal policies/procedures and contribute to build and maintain a robust control environment, e.g. financial controls, segregation of duties, transaction approvals, process documentation etc
Develop and maintain solid and effective working relationship with Finance partners and other stakeholders by providing value added analysis and management reporting support
Respond to ad hoc requests and contribute to the development and delivery of projects/initiatives

Intermediate Finance Analyst, Ottawa Resume Examples & Samples

Management reporting and forecasting/planning of revenue, expenses and analytics in support of the business partners
Allocation of expenses (actual and forecasted) and providing monthly/quarterly reporting and analytics to lines of business
Integrating competitive and industry trends / issues to help facilitate strategy formulation
Building and leveraging internal and external relationships to fulfill our mandate and support the Finance Vision
Support the Manager of Revenue, MBNA & CUETS, in planning, forecasting and reporting activities
Ability to effectively work under tight timelines and prioritize deliverables to ensure that deadlines are met
A demonstrated ability to succeed in a complex and dynamic environment in which priorities and expectations are constantly evolving
Ability to think conceptually (“out-of-the-box”) and have a high degree of attention for detail
Excellent analytical, problem-resolution, and organizational skills - able to provide clear and concise summaries of relevant data, observations and recommendations to management
Resourceful with a keen intellectual curiosity to ask questions about the business and understand the key drivers behind the results
Process-oriented with a focus on development, improvement and transparency
Advanced proficiency in Excel; knowledge of TD systems (PSGL, Hyperion, etc.) considered an asset
Desire to learn in a cohesive team based environment
University Degree with a focus on Finance, Accounting or Commerce
Completion or working towards designation (MBA/CFA/CPA)
Minimum 3 years of working in a professional setting (preference to experience in an analytical setting)

Intermediate Finance Analyst Resume Examples & Samples

Contribute to value added business analysis, identify variances and initiate investigations to determine underlying reasons
Proactively monitor and analyze key performance indicators to detect and interpret emerging issues
Ensure accuracy, completeness, integrity of financial/regulatory statements and other financial information
Actively participate in project specific tasks with ownership and accountability for timely deliverables
Be a “change agent” by playing a key role in improving and streamlining the accounting and reporting process
Monitor and maintain account details to ensure all general ledger accounts are reconciled according to TDBG accounting policy
Prepare and file monthly/quarterly Regulatory, Government and Insurance Industry filings and income tax returns
Coordinate with various units within the Bank to deliver accurate and timely financial reports
Ensure that process documentation are maintained and kept current
Process accounting entries, maintain general ledgers, prepare financial statements and tax reports for subsidiary operations
Review, reconcile and investigate unusual activity in business unit GL & bank accounts
Coordinate with various units within the Bank to ensure adherence to established processes and procedures
Calculate accurately and timely settlement of third party insurer premiums

Intermediate Finance Analyst Resume Examples & Samples

Develop and produce monthly performance measurements and valuations for investments
Prepare mark-to-to market entries for the AFS investment portfolio
Provides support to other areas within Finance and Operations in terms of automation of processes and the update of existing functions to handle new investments and/or other operational changes
Provide quarterly reporting packages for senior management review
Prepare and/or review journal entries in Investran and PSGL
Reconciliation of GL balances from Investran with PSGL
Prepare custodian reports and track movement in and out of vault
Reconcile Investran holdings to that held in safekeeping
Prepare schedules related to carried interest payments
Analyzes and validates historical financial information for inclusion in various presentations
Prepare ad-hoc reports for senior management relating to inquiries for various investments
Documentation of processes and controls to meet SOX and internal audit requirements
Liaison with external and internal auditors and ensure that adequate controls are in place for accurate and timely financial reporting
Provide backup support to other accounting analyst team members in booking of entries
Assist in the production of Merchant Banking reports such as head-office portfolio and cost of funds as necessary
Update procedures and documentation manual in accordance with internal audit and SOX requirements
High level of proficiency in Excel, PowerPoint, and ability to learn computer applications quickly
Good understanding of accounting concepts to assist accounting team
Exceptional organizational skills with the ability to multi-task and meet tight deadlines
High degree of accuracy in completing work and demonstrated problem solving capabilities
Attention to detail and high personal standards for accuracy
Experience with Investran system and PeopleSoft an asset

Intermediate Finance Analyst Resume Examples & Samples

Experience with management reporting, accounting and financial analysis
Proven ability to be detail oriented but also think conceptually (use numbers to tell a story) and make meaning of complex data to develop insights to results (provide the ‘so what’ and ‘now what’)
Previous Branch Banking and/or Product experience is an asset in this role and an understanding of the Branch Banking network, business drivers and/or Branch Scorecard is a definite asset
Strong knowledge of Microsoft Office (Excel, PowerPoint and Word); advanced proficiency in Excel; working knowledge of MS Access and SQL would be beneficial
Excellent written and verbal communication and interpersonal skills to build strong working relationships with our partners (Regions, BSS, Finance, Technology, Product groups, etc)
Ability to work independently and be self-motivated in a deadline oriented environment
Able to balance monthly reporting and project work is a key success factor

Intermediate Finance Analyst Resume Examples & Samples

A minimum of 5 years of relevant experience is preferred
Advanced Excel and Access skill
A solid accounting background (financial or management reporting and/or planning & forecasting), with a good understanding of P&L, Balance Sheet fundamentals, risks and controls
Solid financial acumen, critical thinking and analytical skills - ability to absorb information on a variety of issues and provide insights
Excellent team player and able to build and maintain relationships
Comfortable with negotiating and influencing and able to deal with conflicting points of view and solve problems
Strong attention to detail to deliver materials timely and accurately
Experience with managing multiple initiatives simultaneously, with the ability to effectively prioritize while meeting all critical deadlines
Strong interpersonal communication skills, both written and oral

Intermediate Finance Analyst Resume Examples & Samples

Advanced analytical skills and with the ability to inter-relate issues
Strong communication (written and verbal) skills are essential to deal with all levels of management and external contacts
Strong inter-personal skills, including consistent

Intermediate Finance Analyst Resume Examples & Samples

University degree with or working towards an accounting designation (CA, CMA or CGA)
3 to 5+ years professional experience
Practical experience providing financial support in financial services industry preferred
Experience using financial analysis systems preferred

Intermediate Finance Analyst Resume Examples & Samples

Prepare and file monthly and quarterly regulatory reports such as Geographic Distribution of Assets (booked in Canada, GQ), Non-Mortgage Loans (A2), Securities Report (B2), Deposit Liabilities Classification (K4), New Lending report (A4) and Regional Distributions of Assets (R2),
Reconcile and validate data received from business units for completion of regulatory returns,
Identify significant fluctuations and find explanations from business units,
Provide timely and proper explanations to questions from regulators,
Provide guidance including instructions and templates to business units for implementation of new or changed regulatory reporting,
Prepare and/or update procedure manuals for the completion of regulatory reports,
Keep current on emerging issues, regulatory reporting changes and comment on proposal for changes in regulatory reporting,
Perform monthly reconciliations for Unclaimed Balances accounts, and
Assist in any projects that impact Chief Accountant’s Regulatory Reporting to ensure requirements for systems and regulatory reporting are met on a timely basis