Intermediate Financial Analyst Resume Samples
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Intermediate Financial Analyst Resume Samples
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LF
L Fahey
Lavada
Fahey
3079 Dickens Crest
Houston
TX
+1 (555) 236 6118
3079 Dickens Crest
Houston
TX
Phone
p
+1 (555) 236 6118
Experience
Experience
Boston, MA
Intermediate Financial Analyst
Boston, MA
Mohr-Spinka
Boston, MA
Intermediate Financial Analyst
- Working closely with project managers and Citi Procurement to facilitate the processing of vendor work orders/Statements of Work
- Team-oriented: works well with other team members and keeps all relevant individuals, including Management, updated on useful information in a timely manner
- Vendor resource Management – Manage a global contractor population of 300+ vendor resources, ensure timely on boarding, renewals and roll offs
- Manage confidential personnel information for field staff and liaison with payroll providing semi-monthly compensation advances
- Prepare updates to management, to include management control remediation plans
- Assist in the annual budgeting process by providing financial support to the business divisions, preparation of capital spend forecast, etc
- Evaluate the design of internal controls and make recommendations for improvement
Detroit, MI
Intermediate Financial Analyst ITS Finance
Detroit, MI
Dicki LLC
Detroit, MI
Intermediate Financial Analyst ITS Finance
- Participate in special projects as assigned. Project work may include financial process improvement initiatives with the goal of
- Assisting with the preparation of audited financial statements including support of all internal/external audits
- Transforming and maturing technology financial processes and management
- Participate in month-end, quarter-end and year-end close by supporting team to provide detailed variance analysis, insightful commentary and recommendations that allow management team to make decisions
- Responsible for performing the day-to-day general ledger accounting close operations, accruals, reconciliation, financial reporting and analysis for assigned functional area
- Decreasing cycle times and improving management level reporting,
- Provide recommendations on trends and opportunities to reduce costs
present
Los Angeles, CA
Intermediate Financial Analyst Risk Management
Los Angeles, CA
Leffler Inc
present
Los Angeles, CA
Intermediate Financial Analyst Risk Management
present
- Create and prepare monthly financial reporting
- Flexibility to changing tasks or priorities and work hours to meet deadlines
- Perform monthly reconciliations, journal entries and accruals
- Prepare various ad hoc reporting for management
- Create department dashboards
- Assist with annual budget process
- Conduct ad hoc analyses and execute special projects as assigned
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Auburn University
Bachelor’s Degree in Accounting
Skills
Skills
- Strong organizational skills with the ability to prioritize, multi-task and maintain strong attention to detail
- Strong attention to detail with an ability to effectively manage large data sets and identify trends
- Strong analytical skills / detail oriented
- Ability to manage several tasks simultaneously; ability to establish priorities
- Excellent problem solving capabilities including the ability to navigate ambiguous situations independently and build efficient and practical solutions
- Strong inter-personal skills including consistent team player and strong relationship-building skills
- Strong working knowledge of MS Excel, MS Word, MS Power Point and Outlook
- Strong knowledge of Hyperion, Essbase, OBI and Oracle would be an asset
- Ability to multi-task and work under tight timelines to meet all deliverables
- Strong understanding of Master Data (Functional Area, Financial Owner, Business Area, Profit Center, MRUs, etc.)
7 Intermediate Financial Analyst resume templates
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1
Intermediate Financial Analyst Resume Examples & Samples
- Responsible for processing month end activities for expenses– journal entries including accruals, reconciliation, variance analysis and reporting
- Prepare robust monthly financial analysis/reporting to Operations senior management on vendor expense spend and Wealth business line reporting
- Prepare monthly financial analysis/reporting for Operations VP's and their direct reports
- Contribute to continuous process improvement by evaluating and amending internal data gathering and analysis processes to ensure efficient and effective data analysis and reporting
- Update the activity based costing model for vendor expenses in a timely and accurate manner and periodically review and update the line of business allocation model as appropriate
- Support ad hoc analysis of vendor expenses for business cases and special projects
- Work with Operations and business line Finance partners to forecast vendor expenses on a quarterly basis
- Develop understanding of the Operations & Technology business environment, business drivers, growth opportunities and competitive environment
- Support the Operations Finance Manager in responding to and following up on issues, queries and exceptions
2
Intermediate Financial Analyst Resume Examples & Samples
- Responsible for processing month end closing activities including accruals, reconciliations and Post-Closing Adjustments (PCA)
- Lead the BD 4 expenses analysis for the TDMF and TDIM business lines
- Prepare TDAM monthly reporting packages
- Prepare the monthly FTE report for all cost centres
- Prepare monthly expense reporting for TDAM cost centre owners
- Responsible for processing O-series MF invoices monthly
- Provide monthly allocation rates to Management Reporting & Analysis for the Product & PAIR businesses. Update the Wealth Shared Service business allocation model in a timely and accurate manner as appropriate
- Support ad hoc analysis of FTE and expenses
- Support the TDAM Manager in responding to and following up on issues, queries and exceptions
- Prepare weekly bank Summary for the TDIM bank account
- Analyze TDIM CAN quarterly billing and upload it to AR database (quarterly)
- Deposit Institutional Cheques and update the AR database (weekly)
- Prepare PAIR and Product US invoices (Quarterly)
- Strong attention to detail with an ability to effectively manage large data sets and identify trends
- Strong inter-personal skills including consistent team player and strong relationship-building skills
- Strong knowledge of Hyperion, Essbase, OBI and Oracle would be an asset
3
Intermediate Financial Analyst ITS Finance Resume Examples & Samples
- Support the Manager and Senior Analysts in all aspects of the monthly, quarterly forecast and annual planning process
- Responsible for performing the day-to-day general ledger accounting close operations, accruals, reconciliation, financial reporting and analysis for assigned functional area
- Research and help resolve Business Unit(s) inquiries
- Gain a thorough understanding of the businesses supported; identify and understand risks and challenges and help team support and make value-added recommendations
- Participate in month-end, quarter-end and year-end close by supporting team to provide detailed variance analysis, insightful commentary and recommendations that allow management team to make decisions
- Assist in preparation of financial results and reporting for SIS executives in the Monthly Operating Reviews (MOR’s)
- Participate in special projects as assigned. Project work may include financial process improvement initiatives with the goal of
- We are looking for an excellent team player
- Develop and maintain strong relationships with peers and business partners
- Highly organized, with good time management skills
- Possesses ability to manage several tasks concurrently
- Business acumen
- Drive for results
4
Intermediate Financial Analyst Resume Examples & Samples
- Evaluates breaks in production processes and implements fixes in a fast paced environment
- Maintains and executes quarterly processes in support of Insurance Company Investment Financial Close Process (Income Trend processing/support, divisional product allocations, AeMcS support)
- Supports key projects initiated either by the Insurance Co, AAM or Finance team
- Extracts financial data from various accounting and information systems to perform analysis
- Work towards building a strong understanding of the business to aid in the development of financial reports and complex models for forecasting, trending and results analysis
- Participates in monthly accounting processes ensuring accuracy and completeness of financial records
- Participates on project teams providing input from a process development standpoint and asks questions to solidify process understanding
- Works effectively with other departments/divisions to ensure business/reporting issues are resolved in a timely matter and resolution steps are properly communicated
- Minimum of 3 years of experience, with degree
- Strong computer skills. This position requires a technical aptitude in relational databases (preferably Microsoft Access and/or Hyperion Interactive Reporting), VBA for Access and Excel, Essbase (FAR) cube administration and structures
- Technical qualifications includes but is not limited to database development, established Excel skills, VBA code and query writing
5
Intermediate Financial Analyst Resume Examples & Samples
- Providing accurate and timely Wholesale Bank capital reporting in accordance with OSFI Basel III guidelines
- Identifying and implementing process improvements to streamline/eliminate manual processes or reduce capital through optimization strategies
- Liaising with the Business, Operations, Technology, Accounting and Risk Management groups to ensure accuracy, completeness and timeliness of management and regulatory reporting
- Assisting in the implementation of new capital models, methodologies, frameworks and paradigms to support on-going business unit reporting and analysis functions
- Ownership of design and maintenance of procedures and controls, ensuring that processes and data governance controls are appropriate and operating efficiently
- Presenting capital results and value added information enabling senior business leaders to make informed and critical business decisions. This includes interpretation of key capital drivers, variance analysis, and making appropriate recommendations where required
- Supporting leverage exposure reporting through providing value added analysis and commentary on derivative exposures
- Acting as a subject matter expert and providing guidance and recommendations to the Business on capital related matters
- Positively contributing to the team dynamics and a working environment that encourages productivity, innovation, exchange of knowledge, and understanding of the business
6
Intermediate Financial Analyst Resume Examples & Samples
- Develop financial models and other analytical tools to help address business needs
- Identify and present trends and opportunities to support management decisions, including the support of Board level presentations
- Support development and management of various projects, including work plans, reporting tools, cost estimates, communications and timelines to meet key milestones and goals
- Display effective written and verbal communication through email, reports, meetings and/or presentations
- Perform ad hoc analyses and special projects as assigned
- Support monthly close and assist with Canada expense processing
7
Intermediate Financial Analyst Resume Examples & Samples
- Management of ETS Software purchases, including activities such as the payment of Software invoices, application of appropriate accounting treatment to Software purchases, and execution of the monthly Balance Sheet drawdown processing and Balance Sheet reconciliations
- Co-ordination of quarterly Balance Sheet Attestation activities for ETS, including attesting as preparer of Balance Sheet reconciliations
- Processing of monthly lease payments and lease expense recognition
- Co-ordination of the monthly ETS Accrual and PCA submissions, including activities such as chairing meetings, preparing Accrual and PCA files for review and processing, and co-ordinating backup retention for audit purposes
- Responsible for quarterly reporting requirements to Chiefs, as assigned, such as Capital and Operating Lease obligations
- Prepare and post the ETS Capital purchases entry in Hyperion monthly by BD4
- Provide financial support to the ETS HR, Technology Governance and Non-Departmental units, including month-end close activities, forecasting and planning activities
- Responsible for performing the day- to-day general ledger accounting close operations and financial reporting and analysis for assigned functional areas, such as transactional ledger analysis, monthly journal and PCA processing and generation of month-end reports
- University degree with, or working towards, a CPA accounting designation (CA, CMA or CGA) or MBA
- 3 to 5+ years professional financial or experience in medium to large organization that operates using best practices and performance management processes
- Experience with a technology-based organization preferred, but not mandatory
- Highly skilled in planning and analytics
- Expertise in accounting guidelines and rules
8
Intermediate Financial Analyst Resume Examples & Samples
- Establish standardized reports and scorecards, supported by review and measurement processes and consistent metrics to drive data-based decision making for marketing
- Support the annual planning and forecast processes
- Partner in goal setting across projects within the marketing organization to ensure we consistently define the appropriate financial performance metrics
- Perform ad hoc analyses and special projects as needed
- Support the ongoing maintenance and enhancement of our financial models and reporting systems
- Gain an understanding of each major area of marketing and how they drive value for the company
9
Intermediate Financial Analyst Resume Examples & Samples
- BS/BA required ( Finance/Accounting preferred)
- Strong business partner skills along with ability to meet multiple deadlines accurately
- Data Mining & Reporting experience
- In$ight /SAP/eLedger or relatable general ledger systems experience
- Oracle ERP
- Operational Reporting Experience
- SQL Writing
- Visual Basics -VBA
10
Intermediate Financial Analyst Resume Examples & Samples
- Analyzes financial data and brings issues to the attention of the appropriate person
- Develops financial reports/models for forecasting, trending and results analysis
- Supports client reporting needs including client performance and compensation
- Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems
- Minimum 3 years of experience, with degree
- Advanced Computer skills
- Working knowledge of financial area preferred (for example, investments, insurance products, premium) preferred
11
Intermediate Financial Analyst Resume Examples & Samples
- Strong organizational skills with the ability to prioritize, multi-task and maintain strong attention to detail
- Strong business acumen, problem solving skills and analytical capabilities – ability to consolidate a large amount of information into a clear, concise analysis
- Advanced knowledge of Microsoft Office products (Excel, Access & PowerPoint)
- Highly motivated individual with willingness to take initiative
12
Intermediate Financial Analyst Resume Examples & Samples
- Critical thinking related to development of a new approach
- Analytical Excel modeling
- Integration with various data inputs including GL, HR systems, Tech systems, etc
- Database creation/support
- Output/executive report development
- 1 - 4 years accounting/finance experience
- Advanced Excel skills (including Macro knowledge)
- Technical Skills: Microsoft Suite of Products - Intermediate level
- Working knowledge of General ledger systems
- Proficiency in MS Excel, Word, PowerPoint and Outlook
13
Intermediate Financial Analyst Resume Examples & Samples
- Vendor resource Management – Manage a global contractor population of 300+ vendor resources, ensure timely on boarding, renewals and roll offs
- Working closely with project managers and Citi Procurement to facilitate the processing of vendor work orders/Statements of Work
- Utilize proficient Microsoft Excel and PowerPoint skills to provide effective reporting and documentation including several dashboards and scorecards
- Support Canada local Project and Program Managers with day to day running of ad hoc tasks
- Continue to update and improve business and project methodologies
- Self-initiate, work productively when unsupervised and multitask across multiple concurrent projects
- Has the confidence and ability to convincingly structure, summarize, defend and present recommendations
- Bachelors degree or equivalent
- 3 years relevant experience working in a large IT Project Office
- Strong attention to detail in supporting management reporting with clear and concise data analysis and presentation
- Excellent interpersonal skills necessary to work effectively with a variety of individuals and departments
- Strong Excel (Pivots / Powerpivots), VBA and PowerPoint skills
14
Intermediate Financial Analyst Resume Examples & Samples
- Generate key project metrics, financials and information as input to project/portfolio reports on a monthly and ad hoc basis for status reporting and to support decision making
- Provide financial trend analysis at the Portfolio level and recommendations for Business PMs on high risk/Tier 2-5 projects
- Generate monthly Clarity and Cost Centre level Reporting. Provide variance analysis commentary and implement action plan for resolution
- Lead process with various stakeholders to produce Business Case Financials
- Be a key contributor to the quarterly forecast and annual plan processes
15
Intermediate Financial Analyst Resume Examples & Samples
- Analyzes financial data, interprets data and brings issues to the attention of the appropriate person
- Develops financial reports/models for forecasting, and trending and results analysis, based on a solid business understanding
- Supports business partner needs including Solvency II, Capital Strategy, and Product Teams
- Effectively applies fundamental concepts, works on assignments of moderate scope and complexity, with limited oversight; possesses problem solving and critical thinking skills with initiative and independent judgment, with the ability to make recommendations for changes to procedures
- Working knowledge of financial area preferred (for example, investments, insurance products, Statutory reporting, Solvency II reporting )
- Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical
- Work effectively individually and within a team; organizational and prioritization skills
16
Intermediate Financial Analyst Resume Examples & Samples
- Maintain regular touch points with business partners and coordinate quarterly Forecasting & Planning efforts
- Provide commentary on results and the impact on achieving full year targets
- Identify risks & opportunities to Plan and Forecast
- Participate in business case development
- Make on-going improvements to financial reports as required
- Lead the development of sound accounting practices and a robust charge out methodology
- Build out finance processes for North American and Global teams
- Possess strong communication and influencing skills to work effectively with senior executives
- Be able to consolidate information into clear and concise meaning for various decision makers
17
Intermediate Financial Analyst Resume Examples & Samples
- Strong business application skills (e.g., Advanced Excel, VBA Macros, Access)
- Strong communication and influencing skills (English is a must)
- Experience with finance systems (Planet, BW, EDW, Polaris, BOE, Eiffel)
- Excellent teamwork skills, proactive
18
Intermediate Financial Analyst Resume Examples & Samples
- Preparation of complex Wholesaler compensation calculations. This process involves gathering input measures from various sources, processing and reviewing results, seeking approval for payouts as well as distributing individualized statements to Wholesalers
- Manage confidential personnel information for field staff and liaison with payroll providing semi-monthly compensation advances
- Complete monthly financial variance to plan reporting
- Main point of contact with field staff, addressing inquiries from Wholesalers in a professional and timely manner
- Support the annual modeling of compensation plans, including compiling sales data by Channel and region as well as accurately preparing communications detailing compensation plans
- Complete annual LIMRA reporting, industry surveys, supplemental reporting and ad-hoc requests
- Perform ongoing review of reports to ensure best practices and efficiency are achieved, implementing approved enhancements where appropriate
- Professional Accounting Designation, or working towards a Professional Accounting Designation (CGA/CMA/CA)
- Proficiency with Microsoft Excel, Access, Word and Power Point
- Demonstrated superior communication and analytical skills
- Superior planning and organizing skills with continuous improvement focus
- Excellent interpersonal, relationship and negotiation skills
- Finance background with experience in insurance would be an asset
19
Intermediate Financial Analyst Resume Examples & Samples
- Prepare monthly financial reporting for each major business unit in addition to North American consolidation
- Operate within define SOX / business unit controls
- Investigate variances to plan/forecast on an ad hoc basis
- Facilitate monthly / quarterly transactions to ensure a well-managed P&L
- Prepare reporting materials for key finance leads outside of ERE
- Continuous improvement and automation of existing processes
- Present to Management on an ad-hoc basis
20
Intermediate Financial Analyst Resume Examples & Samples
- Completes Notes to the Financial Statements (annual statements)
- Prepares regulatory audited financial statements and disclosures
- Interacts with external audit team in addressing information requests and questions as assigned
21
Intermediate Financial Analyst Resume Examples & Samples
- Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance
- Interprets financial transactions and events for users and may offer recommendations to those making business decisions
- Coordinate responses to requests from state insurance regulators
- Responsible for the monitoring and communication of NAIC regulatory developments
- Perform analysis of financial statement errors and document conclusions
- Assist in the coordination of state financial examinations
- May perform review of regulatory audited financial statements and coordinate responses to audit requests from the external auditors
- May be responsible for the review of statutory annual Notes to the Financial Statements
- Prepare financial statements and board of director materials for the AEGON Transamerica Foundation
22
Intermediate Financial Analyst Resume Examples & Samples
- Timely generation and analysis of unit costs and productivity measures
- Perform monthly financial analysis of select Individual Insurance and Wealth areas
- Create quarterly reports and commentary for senior leadership to aid in expense management
- Participate in the annual expense forecast, plan and budget processes by providing insightful analysis and supporting business partners
- Develop ad hoc financial reports from business requirements supplied
- Perform various analyses and financial modelling as assigned
- LI-AN1
23
Intermediate Financial Analyst Resume Examples & Samples
- Prepare daily, weekly, monthly and quarterly reports required by various levels of management
- Prioritize timelines and manage the completion of production and adhoc requests from business partners
- Identify opportunities for operational efficiency and effectiveness improvements; and implement appropriate solutions
- Build/ modify reports to support existing or new reporting and operational requirements
- Provide on-going to support to business partners (compliance, recognition, sales force operations)
- Perform various analyses as required
24
Intermediate Financial Analyst Resume Examples & Samples
- Support the overall processes in delivering the month-end close for TDI Shared Services, including reporting and analysis
- Provide consolidated expenses commentary and supporting analysis from business unit submissions for input to Flash, MOR, and other expense reports and ad hoc requests, with a focus on ensuring clear, concise value-add analysis by reviewing for reasonableness, identifying/extracting key business drivers and framing in an overall story
- Manage relationships with the Bank as it relates to expense portfolio responsibility
- Contribute to the planning process in delivering the Annual Plan and quarterly Forecasts for expenses on a consolidated basis that includes all LOBs within each segment
- Finalize the Forecast and Plan for TDI Shared Services as assigned, ensuring business partners provide their final sign off
- Review and/or prepare as appropriate any other ad hoc analysis required to support interpretation and understanding of results
- Manage relationships with Shared Service business partners, Finance partners and other partners as required, responding to all queries as appropriate or coordinating the relevant actions required
- Continuously improve finance processes, efficiency and reporting capabilities to facilitate quick and nimble responses to new requirements and requests from within Finance, Business Units, senior management or the Bank
- Ensure proper controls are in place to maintain the utmost data integrity of Shared Service expenses and consolidated expense results, ensuring consistency with business unit reporting by fully understanding data flow, journal entries with supporting documents, SOX controls, finance systems and leveraging enterprise wide reporting tools (i.e. Hyperion, TDI Data Analysis, PowerPivot, etc.)
- Participate in transformation initiatives such as enhancements of expense reporting and implementing the target operating model
- Participate and lead as appropriate, in solving complex issues across segments. Work on special projects as required from time to time as they relate to the Finance function
25
Intermediate Financial Analyst Resume Examples & Samples
- University undergraduate degree in finance / economics / accounting or commerce, with at least 3-5 years of experience in financial reporting or financial controls & analysis
- Exceptional interpersonal communication skills, clear and concise communication with multiple stakeholders (segment finance, legal, tax, compliance, various businesses). Communication includes both verbal and written skills, as well as a critical listening ability, and the ability to ask probing questions to understand the various concepts presented/discussed
- Self-motivation, ability and curiosity to navigate and learn various technical processes; does not require any Manager prodding to set and achieve personal and business objectives/goals
- Ability to manage several tasks simultaneously; ability to establish priorities
- Strong micro-application skills, such as Microsoft excel (navigate & create complex formulas, ability to manage large sets of data and to create efficiencies in the performance of daily responsibilities or the improvement in the presentation of reported data)
- Exceptional analytical skills, including the ability to analyze several variables and develop causal links between them (e.g. the existence of Variable A and Variable B should lead to Outcome X)
- Team-oriented: works well with other team members and keeps all relevant individuals, including Management, updated on useful information in a timely manner
- Independent thinker and takes initiative to capitalize on opportunities or minimize problems
26
Intermediate Financial Analyst Resume Examples & Samples
- Participates in the month-end process and responsible of preparing journal entries
- Prepare month-end results analysis
- Prepare month-end reporting schedules to TD Bank
- Prepare monthly Balance Sheet Account analysis and reconciliations
- Prepare notes to financial statements
- Prepare quarterly financial statement and notes for regulators
- Adhoc requests
27
Intermediate Financial Analyst Resume Examples & Samples
- Preparation of REA/CapEx Requests (Request for Expenditure Authorization) for the business
- Preparation and delivery of routine management reports (revenue, terminal spend, fuel pricing etc.), daily, weekly, monthly
- Assist in the annual budgeting process by providing financial support to the business divisions, preparation of capital spend forecast, etc
- Active participation in month end & quarter end processes by gathering information, pushing deadlines, finalizing presentations, preparing reconciliations, QBR reporting, etc
- May prepare month end and quarter end report for small business units
- Keep the Manager informed on any progress or setbacks
- Other projects related to financial analysis as required
- Post-secondary degree or diploma in business, management, or accounting
- Holds or is enrolled in the CPA accounting designation program
- 3+ years of progressive business/financial analysis and or reporting experience
- Experience in the transportation industry preferred
- Numbers oriented; ability to research, understand, analyze and report on financial information
- Ability to meet and/or exceed deadlines with accuracy
- Strong MS Office skills, Excel and Power Point in particular
- Excellent communication skills both written & verbal
- Customer oriented with strong interpersonal skills
28
Intermediate Financial Analyst Risk Management Resume Examples & Samples
- Create and prepare monthly financial reporting
- Analyze large amounts of data to drive actionable outcomes
- Perform monthly reconciliations, journal entries and accruals
- Support bank processes
- Conduct ad hoc analyses and execute special projects as assigned
- Provide variance explanations and forecast operational expenses
- Assist with annual budget process
- Gather and submit data to auditors and outside actuary
- Prepare various ad hoc reporting for management
- Create department dashboards
- Support Business Objects reporting
- Flexibility to changing tasks or priorities and work hours to meet deadlines
- Prepare professional PowerPoint presentations for leaders
29
Intermediate Financial Analyst Resume Examples & Samples
- Support key quarter-end financial processes and internal and external reporting deliverables for SLF Canada including the consolidation and preparation of Key Performance Indicators, and support for the Quarterly CFO Results memo
- Responsible for the consolidation and review of SLF Canada monthly income forecasts and Executive Team actual and forecast sales reporting
- Maintain and develop End User Applications, automated spreadsheets/tools used to support key CR&A deliverables and controls
- Develop strong partnerships and collaborate effectively with the Canadian business and support units, Canadian Actuarial, and our Corporate office to deliver all reporting requirements
- Continuous focus on value through the development and improvement of business processes and documentation
- Act as a back-up resource for critical tasks performed across the Canadian Finance Reporting and Analysis team including providing support to the quarterly close process as required
- Active participant in ‘lean management’ activities including taking on various roles within huddles, problem solving teams, continuous improvement ideas and reporting on key performance indicators
- Provide support for strategic Canadian and/or Corporate projects and initiatives
- Prepare and support ad hoc requests as required
- Hold or working towards a professional accounting designation or equivalent, with 2-3+ years of job-related experience
- Advanced MSOffice applications skills; (specifically Excel, Word and PowerPoint)
- Ability to prioritize and effectively organize tasks to meet tight deadlines
- Ability to communicate well and present ideas/decisions clearly both verbally and in writing
- Adaptable, team player with a focus on the voice of the client
30
Intermediate Financial Analyst Resume Examples & Samples
- Performs professional financial analysis work which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data
- Analyzes financial data and brings results and issues to the attention of the appropriate person
- Working knowledge of accounting/financial area preferred (for example, GAAP reporting, SEC reporting, investments, insurance products, and premium)
- Work effectively individually and within a team; analytical, organizational and prioritization skills
- Self-starter with critical thinking skills to solve moderately complex problems and articulate findings
- Highly detail oriented
- Working knowledge of Windows, Microsoft Office (Excel, Word, PowerPoint) and FAR/Dodeca, preferred
31
Intermediate Financial Analyst Resume Examples & Samples
- Accounting designation or working towards (CMA, CA, CGA, CPA) with 3-5 years of relevant experience in progressive accounting roles
- Post-secondary education in accounting or related field is required
- Ability to independently manage multiple, conflicting priorities and deliver a quality result within tight deadlines
- Working knowledge of IFRS and other technical aspects of work
- Strong business acumen with ability to communicate complex concepts and the results in a clear, concise, easy to understand manner (written and verbal)
- Proficiency with Microsoft Office and ability to learn new applications quickly
- Essbase and Lawson knowledge (or other complex GL package) would be an asset
- Visual Basic would be an asset
32
Intermediate Financial Analyst NMG Finance Resume Examples & Samples
- Develop, maintain and continuously improve financial models and related analytical tools to address business needs
- Identify and present trends and opportunities to support management decisions
- Create and analyze period financial reporting, with a focus on accuracy and insight
- Partner with applicable teams across finance and merchandising, providing financial support while flexing styles for various audiences
- Support and drive process improvements and reporting simplification
33
Intermediate Financial Analyst Resume Examples & Samples
- Evaluate the design of internal controls and make recommendations for improvement
- Assist in documenting financial reporting process flows, with a focus on internal control compliance
- Assist in the development and implementation of goals, policies, priorities and procedures relating to internal controls over financial reporting
- Collaborate with reporting business owners in development of action plans, assess the adequacy of action taken to correct reporting deficiencies, and test results until satisfactorily resolved
- Prepare updates to management, to include management control remediation plans
- Identify, participate and contribute ideas for success in relation to assigned work, projects or other process enhancements
- Understand the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems
- Effectively apply fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; make recommendations for changes to procedures, and perform varied work, requiring some originality or ingenuity
- Bachelor’s degree in Accounting or Finance and/or equivalent work experience. Minimum 3 years of experience, with degree
- Working knowledge of financial area preferred (for example, investments, insurance products, premium)
34
Intermediate Financial Analyst Resume Examples & Samples
- Support key monthly and quarterly general ledger and financial reporting close processes for SLF Canada including preparation and processing of manual journal entries
- Regular coordination with counterparts in other territories for the validation and processing of intercompany eliminations in support of the monthly close process
- Responsible for maintaining an effective control environment including adhering to all internal controls over financial reporting (ICFR) and data integrity processes to ensure the completeness and accuracy of reported information
- Maintain and develop End User Applications, automated spreadsheets/tools used to support key CR&A deliverables and controls; Testing and training to business units for the new financial business intelligence & visualization software
- Serve as the CR&A point person for all Business Unit (BU) ledger and accounting queries including related IT requests and responsible for trouble shooting
- Hold or working towards a professional accounting designation or equivalent 2-5 years of financial/business management experience
- Actively pursuing their CPA or CA designation
- Advanced MSOffice applications skills (specifically Excel, Word and PowerPoint)
- Experience with financial reporting systems and tools (e.g. Oracle, Hyperion)
- Experience with VBA code reading/writing
- Business knowledge and experience related to the Insurance and/or financial services industry
- Possess strong written and verbal communicate skills to clearly articulate ideas/decisions
