Lead Financial Analyst Resume Samples

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ZS
Z Schneider
Zakary
Schneider
6934 Delphine Mountain
Dallas
TX
+1 (555) 827 6878
6934 Delphine Mountain
Dallas
TX
Phone
p +1 (555) 827 6878
Experience Experience
Detroit, MI
Lead Financial Analyst
Detroit, MI
Crona Inc
Detroit, MI
Lead Financial Analyst
  • Assist with development of management reports
  • Provide monthly/quarterly reports and analysis of financial and performance KPI’s including P&L and Trade Working Capital
  • Provide financial, accounting, and business management analytical support to various levels of management and customers
  • Works with Executive management to identify and develop enhanced reporting
  • Create final performance reports, including business insights, ad-hoc analysis and recommendations to executive management
  • Work with commercial team to develop improved reports and manipulation of Salesforce opportunity data to support business decision making and forecasting
  • Perform financial analysis and provide key financial information and analysis in support of executive management decision making and strategy
San Francisco, CA
Lead Financial Analyst, Treasury Analytics
San Francisco, CA
Waelchi-Gorczany
San Francisco, CA
Lead Financial Analyst, Treasury Analytics
  • Manage developing, analyzing and reporting of Net Interest Margin actuals and forecast, NIM trends and dynamics by business and region
  • Perform sensitivity and scenario analysis to measure the impact or market and management actions on NIM forecast
  • Develop management and external disclosure for Net Interest Revenue and Net Interest Margin in cooperation with corporate reporting team
  • Analyze broader interest rate management trends and actions for the individual business entities and geographies
  • Handle ad hoc requests from senior management with businesses and Treasury
  • Manage benchmarking of the company’s NIM against major competitors, analyze trends and drivers
  • Actively manage relationships with business’ treasury and finance teams on various NIM related matters
present
Philadelphia, PA
Senior / Lead Financial Analyst
Philadelphia, PA
Rice-Mitchell
present
Philadelphia, PA
Senior / Lead Financial Analyst
present
  • Assist in ongoing process improvement initiatives as well as other ad-hoc reporting tasks and special projects
  • Partner with IT, business and cost management team to identify and pursue cost savings opportunities
  • Own the monthly close cycle for supported areas, maintaining backup and submitting journal entries to insure accurate expense recognition
  • Assist with managing expense submission process to financial reporting teams
  • BA/BS in Finance/Accounting
  • 5-10 years in finance related area, budgeting, and expense
  • Prepares complex reports/analyses for management decision making information on expense allocations
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
East Carolina University
Bachelor’s Degree in Accounting
Skills Skills
  • Experience in and strong ability to turn data into actionable insights
  • Well-organized and strong detail orientation with the ability to summarize issues clearly and concisely
  • Excellent excel skills with experience in producing flexible, repeatable, succinct reports that are highly automated and have few touch points
  • Strong process orientation, ability to prioritize, and deadline driven
  • Ability to think strategically and act proactively to create strong trust and confidence with business units
  • Strong proficiency with MS Excel and PowerPoint
  • Strong interpersonal skills and ability to build relationships
  • Strong team player, able to work with a remote team in a matrix organization
  • Enjoy learning new things and strong ability to obtain and process information
  • Previous experience or understanding of content economics highly desirable
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15 Lead Financial Analyst resume templates

1

Lead Financial Analyst, Treasury Analytics Resume Examples & Samples

  • Manage developing, analyzing and reporting of Net Interest Margin actuals and forecast, NIM trends and dynamics by business and region
  • Perform variance analysis for NIM and its components, investigate the root cause of variation between periods
  • Coordinate analysis of customer interest trends and drivers in partnership with business Treasury and business finance teams
  • Review and analyze trends for interest-earning assets and interest-bearing liabilities by business and region, as well as non-customer assets and liabilities, including Treasury’s and business’ trading assets, investments, short-term borrowings, long-term debt, repos and reverse repos by business entity and currency
  • Lead analysis of customer interest and funding costs for individual deposit and lending products, actively collaborate with business finance teams to explain actual and forecast dynamics
  • Analyze broader interest rate management trends and actions for the individual business entities and geographies
  • Manage benchmarking of the company’s NIM against major competitors, analyze trends and drivers
  • Perform sensitivity and scenario analysis to measure the impact or market and management actions on NIM forecast
  • Develop management and external disclosure for Net Interest Revenue and Net Interest Margin in cooperation with corporate reporting team
  • Prepare periodic NIM review and analysis presentations for senior management
  • Lead initiatives to improve the quality and timeliness of NIM reporting, including streamlining of account and product hierarchies for NIM components
  • 10+ years of relevant financial analysis and reporting experience, preferably in Financial Services industry
  • Must have a solid understanding of finance and accounting principles, demonstrated experience in financial statements analysis
  • Strong analytical and communication skills with critical thinking capabilitie
  • Master’s Degree in Economics/Finance/Accounting required
  • Ability to interact with all levels of management, strong interpersonal and communication skills, ability to foster close and productive working relationships across the organization
  • Well-developed aptitude with databases and other desktop applications, strong spreadsheet knowledge (functions, macros, etc.) -Must possess a proactive work ethic and be a team player
2

Lead Financial Analyst Resume Examples & Samples

  • Strong verbal and written communication skills in english
  • Time management & ability to prioritize
  • Highly numerate and analytical
  • 2 years experience of working within a finance department
  • Finance University Degree or equivalent
  • Qualified accountant or equivalent
3

Lead Financial Analyst Resume Examples & Samples

  • Take an active role in creating an environment of innovation, collaboration, transparency, accountability and trust
  • Utilizes a thorough understanding of the business to proactively develop financial reports
  • Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company
  • Solves complex problems in creative ways; Significant initiative and independent judgment required; Makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; Typically plans, conducts and supervises assignments, reviews progress and evaluates results
  • Minimum of 8 years relevant experience (i.e. financial analysis, financial reporting)
  • Ability to effectively handle multiple projects
  • Willingness to take on new projects
  • Work effectively individually and within a team
4

Lead Financial Analyst Resume Examples & Samples

  • Analyzes financial and non-financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a future result
  • Works effectively with Executives in other departments/divisions to ensure business issues are resolved for the success of the company
  • Offers leadership and direction to others through mentoring, training, and knowledge sharing
  • Operates with substantial latitude for un-reviewed action or decision; typically plans, conducts and supervises assignments, reviews progress and evaluates results; Exhibits leadership skills; mentors employees across teams; May manage the workload of others
5

Lead Financial Analyst Resume Examples & Samples

  • Strategic and tactical Planning, budgeting and forecasting. Plan, Budget, RF1/2/3: Advise on key business planning assumptions, trade-offs and opportunities based on “what if” scenarios. Provide enhanced insight on revenue and cost drivers based on understanding of competitor activities and local business knowledge. Provide clearly constructed recommendations for actions. Finalize the messaging and content for the budget presentation material
  • Product pricing, sales and bids: Identify areas of financial performance that merit analytical investigation and request support through the demand management framework. Provide review and challenge on product rollouts, renewals or pricing
  • Investment: Identify areas of financial performance that merit analytical investigation and request support through the demand management framework. Provide support, review and challenge on investments in technology, acquisitions or product rollouts from development of business cases, through the acquisition lifecycle to reviewing financial performance and outcomes
  • Internal control: Provide insight for the annual audits with support of the RPA. Follow internal controls and procedures to comply data integrity and consistency
  • 5+ years of experience in a financial role and a deep understanding of P & L metrics and drivers working in a global organisation
6

Lead Financial Analyst Resume Examples & Samples

  • Providing support to the Account business management by directly leading the financial management of the assigned contracts or areas of responsibility
  • Leading the Forecast/Month-End-Close cycle for assigned contracts; completing variance analysis, reporting and being the subject matter expert for financials of the accounts assigned or areas of responsibility
  • Development of financial modeling to evaluate the accounts cost base relative to the Plan of Record, Budget and Forecast expectations. Manage productivity analysis and reporting
  • Manage financial impacts within the accounts – including HP employees, contractors, 3rd party contracts, and hardware and software procurement. Provide decision support
  • Leading active Balance Sheet management and owning the Balance Sheet integrity and reconciliation process
  • Execute ad-hoc financial analysis to support accounts and corporate/regional initiatives
  • Provide mentoring and guidance to lower level analysts
  • Excellent computer skills in general, especially Excel. Knowledge of Macros/VBA is a plus
  • Fluent in English (verbal and written). Any additional language is an asset but not a requirement
  • Strong analytical and business application skills
  • Ability to lead others in a process, and work with a team to synchronize and develop a common understanding
  • Project management skills
  • Ability to take initiative and work flexibly & independently
  • Ability to prioritize tasks and meet deadlines
7

Lead Financial Analyst Resume Examples & Samples

  • 4-7 years prior experience as an Analyst, ideally out of P&C insurance
  • Prior experience as an Analyst in P&C Insurance
  • Prior experience in Insurance
8

Lead Financial Analyst Resume Examples & Samples

  • Interpretation, analysis, and communication of investment activity and income for one or more Transamerica business units from an IFRS perspective
  • Interpretation, analysis, and communication of investment activity and income for one or more Transamerica insurance companies from a Statutory perspective
  • Production and analysis of the Market Value Income Statement (MVIS) and the significant drivers of changes for market consistent reporting (AeMcS)
  • Analysis and explanation of assigned asset classes and/or processes supporting the IFRS, Stat, and AeMcS reporting, as assigned. Develop subject matter expertise for assigned processes
  • Contribution to the risk information or investment exposure packages for local or global reporting
  • Accountable for meeting deliverables and producing high quality end products
  • Ability to produce high quality output, which includes assurance of data consistency across reporting mechanisms and bases
  • Customer-oriented, with sound communication skills; with the ability to communicate effectively and with influence, both written and verbal, to partners working in various locations and time zones
  • Financial accounting & reporting for investments; with emphasis on technical concepts for IFRS, Statutory, or capital perspectives, rather than operational accounting & reconciliation skills
  • Works independently and proactively with minimal supervision
  • Minimum 4-year degree in Finance, Mathematics, Accounting, or equivalent, with preference given to candidates with, or in pursuit of, advanced degrees or certifications in a related field
  • Experience of 8 years in an insurance company, asset management firm, or in related fields
9

Lead Financial Analyst Resume Examples & Samples

  • Analyze and evaluate P&L results, reporting and comprehensive modeling
  • Creation of monthly budget projections, quarterly/monthly forecasts and financial key business indicators
  • Assisting finance leadership in compiling monthly management and board reporting
  • Preparation of weekly, quarterly and annual forecasts / operating plans, including documentation and communication of P&L variance analysis to executive management
  • Development and maintenance of driver-based forecast models as well as ad hoc financial analysis
  • Documentation and communication of financial processes and tools
  • Proactive recommendation and implementation of forecasting and reporting process improvements
  • 4 - 6 years of experience in a corporate finance role
  • BA/BS in Accounting or Finance required, CPA or MBA a plus
  • Solid understanding of GAAP Accounting and Finance
  • Solid financial modeling skills
  • Strong communication, inter-personal and leadership skills
  • Ability to meet deadlines in a fast-paced, rapidly changing environment
  • Self-motivated and success driven with the ability to work both independently and as part of a team
  • Well-organized and strong detail orientation with the ability to summarize issues clearly and concisely
  • Hyperion/Essbase, SAP, Oracle BI and Hyperion Financial Management tool experience, a plus
10

Lead Financial Analyst Resume Examples & Samples

  • Journal entries and reconciliations
  • Report generation and analytics
  • SOX and other accounting control documentation
  • Ad hoc client requests
  • Exhibits in-depth knowledge of accounting, systems and information flow to ensure data integrity and operational efficiency
  • Works effectively with other departments and divisions to ensure business issues are resolved for the success of the company
  • Research or recommend changes to policies, procedures and processes to improve and achieve greater efficiencies
  • Accountability for meeting deliverables and producing high quality end products
  • This position will be responsible for effective leadership of departmental initiatives, including process reengineering efforts and other improvement/advancement efforts
  • This position may be responsible for the leadership of staff members directly
  • Requires strong finance and/or analytical skills - applying significant understanding of the principles and technical concepts of economics, finance, and accounting for various investment assets
  • Customer-oriented; with the ability to communicate effectively and with influence, both written and verbal, to partners working in various locations and time zones
  • Strong process orientation, ability to prioritize, and deadline-driven
11

Lead Financial Analyst Resume Examples & Samples

  • Use creativity and analytical thinking to evaluate solution alternatives, and develop recommendations
  • Willing to learn / get trained on SQL; Assist the Business Systems team in maintaining SQL data models or enhancing existing operational reports to achieve ongoing process improvement goals
  • Excel, SAP, COGNOS experience required
  • Strong analytical, interpersonal and communication skills
  • Ability to work collaboratively in a team and fast-paced environment
  • Very good work ethic accompanied by a positive, get-it-done attitude
  • Formal business improvement , project management or business methodology accreditation (e.g. LEAN Six Sigma, Black/Green Belt, PMP or similar)
  • Experience transitioning accounting functions to a Shared Service Centre environment
12

Lead Financial Analyst Resume Examples & Samples

  • Provides insight to the business leadership team on key business drivers through standard financial reporting and ad-hoc analyses
  • Supports all aspects of weekly and quarterly financial forecasts for the income statement and balance sheet. Enhances process for identifying and communicating risks and opportunities to the business
  • Helps prepare financial projections for key planning sessions and operating plans. Helps develop ways to track performance vs. goals
  • Partners with cross-functional teams in identifying cost efficiencies for the business and evaluating cost management vs. benchmarks and plans
  • Completes asset profitability forecasting, reporting, and analysis for business planning processes
  • Provides support for portfolio analysis, treasury activities, and other tasks as required by the business
  • Partners with offshore team to complete various deliverables
  • Bachelor's Degree or equivalent experience
  • Minimum of 3-5 years finance experience
  • Proficient in Microsoft Office Suite to include Word, Excel, PowerPoint, and Outlook
  • Experience in leading cross-functional teams
  • Bachelor’s Degree in finance, accounting, or related field
  • Graduate from the GE Financial Management Program and/or Corporate Audit Staff program
  • Broad cross-functional financial experience with exposure to controllership, treasury, or pricing in addition to past FP&A experience
  • Ability to work independently or as a team member in solving business issues
  • Self-starter with the ability to handle multiple deliverables concurrently
13

Financial Services Lead Financial Analyst Resume Examples & Samples

  • Inherent intellectual curiosity with good problem-solving skills
  • Strong financial analysis skills – the ability to explore strategic options, developing creative solutions to complex business issues, and/or supporting decision-making
  • Strong writing skills with attention to detail
  • Working knowledge of TCCC’s Delegation of Authority, Finance and Accounting Policies and Procedures preferred with the ability to quickly assimilate specific finance policy knowledge
  • Proficient in use of Excel
14

Lead Financial Analyst Resume Examples & Samples

  • Partner with executive and non-executive functional teams in the Lending organization to optimize transparency of operational results and related financial impacts. Recommend and implement solutions to enhance accuracy of operational forecasts used in financial projections
  • Utilize knowledge gained through functional team partnerships to maintain and enhance monthly operational dashboard with financial and operational KPI’s to be used by the Lending executive management team for making strategic portfolio decisions
  • Engage in special projects as identified by the CFO and Director of FP&A that require strategic thinking and effective communication to non-financial teams
  • Manage the consolidation of submissions for month-end results and forecast updates in a timely manner and prepare a brief written variance analysis for executive review
  • Prepare month-end operations report and supporting schedules
  • 6+ years of progressive Finance / Financial Planning and Analysis experience
  • Must possess an advanced knowledge of Microsoft Excel including a comprehensive knowledge of different What-If Analysis tools, formula auditing methods, nested formula use, and a familiarity with Microsoft Visual Basic for Applications (VBA)
  • Strong organizational skills, in particular, an attention to detail and the ability to prepare reports in a timely and effective manner
  • Proficiency with SAP and SAP Business Analyzer is a plus
15

Lead Financial Analyst Resume Examples & Samples

  • Prepare consolidated financial reporting for month end closing activities and ad hoc analyses as needed
  • Use financial systems to compare actual results to plan/forecast and develop supporting commentary supporting variances
  • Perform financial analytics and effectively communicate results, insights, and recommendations to the KTO Finance team
  • Prepare monthly/quarterly presentation decks for Executive Management and Senior Leadership business reviews
  • Maintain consolidated views of Risks & Opportunities to ensure that KTO is meeting performance targets
  • Assist in preparing monthly journal and prepaid entries in accordance with accounting policies for expense items such as Software Maintenance, Computer Processing, Data Service Providers, and Professional Fees
  • Use financial systems and internal contacts to address ad hoc requests and research inconsistencies based on own observations
  • Work closely with Management Reporting & Financial Systems to understand KTO allocation methodologies and the impact to line of business financial statements
  • Complete required internal audits and control assessments
  • Actively participate in special projects and other KTO Finance group requests as needed
  • 3-5 years financial analyst experience with understanding of bank balance sheets and income statements, technology organizations, capital expenditures
  • Experience providing decision support and building client relationships
16

Lead Financial Analyst Resume Examples & Samples

  • Digest and articulate technical guidance,
  • Proactively identify questions and potential roadblocks with the guidance,
  • Coordinate and collaborate with other subject matter experts and stakeholders (e.g., Group contacts) as needed
  • Drive meeting agendas, next steps, monitor follow-ups, and circulate meeting minutes with engaged parties
  • Solid knowledge of accounting/financial reporting principles associated with investment assets
  • Ability to design and implement effective controls to ensure quality and completeness, collaborate with a broad network of subject matter experts, handle ambiguity and complexity, problem-solve, anticipate and identify issues, and communicate effectively
17

Lead Financial Analyst Digital Banking Group Resume Examples & Samples

  • Develop and apply a comprehensive understanding of existing financial reporting and forecast models, provide recommendations and implement solutions to improving efficiency, accuracy, and level of detail
  • Drive enhancements to profitability reporting with a focus on product and client-level profitability
  • Responsible for assisting the Director of FP&A in the coordination of the annual long-range plan, annual budget, and monthly full-year forecast updates, including compiling and analyzing contributor submissions and providing suggestions for improvement where needed
  • Perform ad hoc analyses for the CFO and Director of FP&A
  • Must possess an advanced knowledge of Microsoft Excel
  • Ability to communicate effectively, verbally and in writing with supervisors and personnel and to establish and maintain effective working relationships with employees, business partners and company officials
  • 180 day accomplishments(Required for Executive level roles, optional for other roles)
18

Lead Financial Analyst Resume Examples & Samples

  • Responsible for the analytical review and communication of the product financial results
  • Responsible for financial statement preparation and analysis. Reviews or completes analysis of complex accounting issues
  • Leads projects, which may include integration of new concepts and/or initiatives, or new or acquired blocks of business
  • May research, recommend or approve new policies and procedures. Assist in the establishment or updating of financial and accounting policies as needed and assist the business units in the application and adherence to policies
  • Exhibits in-depth knowledge of accounting, systems and information flow to ensure data integrity and operation efficiency
  • Perform special analyses and projects as requested and prepare reports of detailed findings for management review
  • Assists with the preparation of the divisional budget and quarterly re-forecast
  • May have supervisory responsibilities. Mentors, trains or shares high-level knowledge with others in order to contribute to the development of the department
19

Lead Financial Analyst Resume Examples & Samples

  • Acts as department lead for consolidation and analysis of current and projected financial results
  • Serves as a department leader for group of less experienced financial analysts
  • Works with Executive management to identify and develop enhanced reporting
  • Serves as project lead for the implementation of both complex and smaller projects, recommending action plans to management
  • A Bachelor’s degree in Accounting, Finance or Business, or equivalent experience
  • Candidates with professional certification (CPA, CFA, CFM, etc.) or an advanced degree in financial related disciplines would be preferred
  • 5-8 years of experience in planning and forecasting processes
  • Excellent verbal and written communication skills with the ability to communicate effectively with all levels in the organization, including executive management
20

Lead Financial Analyst Resume Examples & Samples

  • Works closely with the Sales and Delivery Finance Manager and Regional Sales Leaders on the following
  • Monthly/quarterly analysis of financial results and performance to targets
  • Sales performance management reporting and analysis
  • Providing information related to business initiatives & drivers of favorable and unfavorable performance: inclusive of balance sheet flows, loan and deposit pricing trends, economic capital, loan loss allowance, and non-interest income and expense drivers
  • Provide proactive ideas, advice, and financial modeling for the following: market and regional plans, forecasts, performance management, client and product profitability, and incentive compensation
  • Provide guidance and act as liaison to treasury on topics such as: deposit funding rate forecast, loan liquidity premiums, break funding charges, etc
  • Provide accounting guidance for treatment and booking of specific revenue and expenses, accruals, reclassifications, etc
  • Provide financial guidance and support the business by conducting financial evaluations of proposed projects and investments, gathering assumptions, making financial projections, and creating business cases that substantiate the rationale for investments
  • Provide research on miscellaneous items as necessary Partners with Segment Finance Director and Business Leaders, Community Bank CFO, Planning and Performance Management, Treasury, Accounting, Credit, and Real Estate Strategic Services on daily, monthly, and quarterly tasks
  • 5+ years of analytical experience in Finance, Business or related field
  • Strong verbal and written communication skills Proficient in project management/proven ability to lead cross functional team projects
  • Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards achieved
  • Detail oriented with the ability to thoroughly analyze and resolve issues with limited direction
21

Lead Financial Analyst Resume Examples & Samples

  • Works closely with the Equipment Leasing Finance Director and Business Leaders on the following
  • Experience working with financial system reporting environments (i.e., Essbase, IBM TM1 or Cognos, INEA, etc.)
  • Equipment Leasing knowledge
22

Lead Financial Analyst Resume Examples & Samples

  • Solves complex problems in creative ways; Significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; Typically plans, conducts and supervises assignments, reviews progress and evaluates results; Exhibits leadership skills; mentors employees across teams
  • Will support the health product reporting group
  • 1 year supervisory experience. Solid knowledge of accounting/financial area preferred (for example, insurance products, and premium). Ability to effectively communicate orally and in writing, ability to handle multiple projects, willingness to take on new projects, customer service approach, highly analytical. Work effectively individually and within a team, organizational and prioritization skills, effective judgment; address employee issues on a timely basis
23

Lead Financial Analyst Resume Examples & Samples

  • Support the Community Bank, Mortgage and Consumer Lending technology leadership teams on all matters related to their financial position
  • Review and assist in the development of LOB initiative business cases for the KTO teams supported and present these cases to KTO Finance leadership in preparation for monthly and quarterly governance meetings
  • Support the technology investment portfolio and the project managers aligned to these projects
  • Prepare the financial plan on an annual basis and quarterly forecasting projections as required by the financial planning and analysis teams
  • Complete the month end close activities around accruals and prepaid entries in accordance with accounting policies for expense items such as Contractors, Software Maintenance, Computer Processing, Data Service Providers, and Professional Fees
  • Use financial systems to compare actual results to plan/forecast and develop supporting commentary to explain variances
  • Maintain consolidated views of Risks & Opportunities to ensure that KTO business partners are meeting performance targets
  • Actively participate in special projects and other requests as needed
  • 3-5 years financial analyst experience with understanding of bank balance sheets and income statements, technology organizations and capital expenditures
24

Lead Financial Analyst Resume Examples & Samples

  • Perform financial planning, budgeting, forecasting and analysis, including comparison of financial estimates vs. budgets and related risks and opportunities. Prepare S1, S2, OP and monthly / quarter reviews
  • Work on cost out initiatives (cash generation, regionalization, productivity, etc.) driving business direction and strategy
  • Establish metrics to help drive operating teams meet their financial and business commitments
  • Partner with and provide pro-active financial support to Center / Business Leaders and Regional Leaders communicating financial analysis and helping achieve business' headcount and productivity targets
  • Respond to ad-hoc requests for customized data and reports in an understandable way
  • Evaluate and implement FP&A process improvements
  • Build strong relationship with local Finance Teams and Genpact Resources (if applicable)
  • Bachelor's Degree from an accredited university or college in Accounting or Finance (or a high school diploma/GED with a minimum 6 years of experience in an Accounting or Finance role)
  • Minimum 2 years experience in a finance or accounting role
  • Occasional travel as required
  • Familiarity with FP&A reporting tools/accounting systems a plus
  • Able to initiate and build new processes/structures
  • Strong time management skills; ability to handle multiple projects simultaneously and under tight deadlines
  • Strong interpersonal skills: can effectively interact with individuals at all levels of the organization
  • Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel)
25

Lead Financial Analyst Resume Examples & Samples

  • Strong financial analysis skills; ability to think outside of traditional role to evaluate business implications
  • Quickly adapts to changing circumstances
  • Understanding of key business drivers
  • Expert level knowledge in Financial Analysis and Reporting
  • Self motivated, self-starter, result oriented individual
  • Strong interpersonal skills, with ability to work independently, as well as part of a team
  • Strong project management skills with ability to bring complex projects to closure in a timely manner
  • Show flexibility and ability to adept to changing work environment and requirements, work under pressure with sense of urgency, and meet tight deadlines
26

Lead Financial Analyst Resume Examples & Samples

  • Own complete responsibility of Operations and Service Delivery of the Logistics Analytics Team in ISC COE for the SBG
  • Support Development Of Process standards and play the role of a ‘gatekeeper’ to drive ongoing Governance
  • Drive Continuous Improvement Via Process Automation, Identify and implement self-service where applicable for the ISC / Factory Information users
  • Drive the evolution of the COE ISC team to mature in the support of ISC/Factory Metrics and Analysis to own end to end responsibility for activities such as
  • Partner with the global SBG / SBU / Regional ISC Finance Leaders to drive High quality FP&A support to Plant / Factory leadership teams in the following areas
  • Working knowledge of Manufacturing P&L, Factory Analytics/ISC Metrics
  • Exposure to working with Global Customers. Ability to interact effectively with all levels of employees/customers and collaborate with other departments/sites
27

Lead Financial Analyst, Wealth Management Resume Examples & Samples

  • Three or more years of general tax and/or financial planning experience, preferably with experience in the preparation of financial planning analyses for affluent or high net worth individuals, and/or experience in the preparation of individual income, gift, estate and trust returns
  • Strong written and verbal communications and presentation skills
  • Team-oriented, self-starter, motivated to grow and develop from a preparer of financial plans to a reviewer/counselor role with experience over time
  • Proficiency with Excel spreadsheet modeling required
  • Proficiency with BNA income tax software and/or financial planning software a plus
  • Bachelor's degree in Accounting, Finance or other business related field
  • Masters of Accounting-Tax or LLM-Tax a plus
  • CFP or PFS certification a plus
  • Minimal to Moderate travel may be required
28

Lead Financial Analyst Resume Examples & Samples

  • Support the monthly closing and rolling forecast processes. Analyze and challenge operational financial data, investigate variances, identify business drivers, and evaluate their impact on planned objectives. Document variance analysis commentary for management and work with businesses to define action plans to address opportunities
  • Prepare and communicate insightful analysis for monthly operating reviews. Help drive data-oriented decision making by deploying efficient data analysis techniques and tools. Organize, and deliver appropriate management reports to senior leadership
  • Assist senior leadership in development of annual profit plan, strategic plan, and ad hoc requests for the Hydraulics Group
  • Work in a team environment with other analysts and financial colleagues to streamline and drive improvement in financial processes through tools/systems, automation, and standardization
  • Support Senior Manager, Group Controller and VP of Finance in continually improving the financial acumen of the global analyst community and that of business partners supported by finance
  • Bachelor’s Degree in business, accounting or finance from an accredited institution
  • Minimum of 3 years of experience in finance or accounting
  • Must be legally authorized to work in US without sponsorship
  • MBA or Masters in Finance or Accounting
  • Experience in manufacturing industry
  • Experience with Khalix, Oracle financials and MS applications (MS Excel preferred)
  • Strong attention to detail and commitment to quality
29

Lead Financial Analyst Resume Examples & Samples

  • Lead meetings, facilitate communications and develop actionable recommendations for corporate and regional initiatives to improve operating results
  • Performs review analyses, including accumulation of data, financial modeling, and reporting of outcomes
  • Provide recommendations on the implementation of new and revised reporting processes
  • Perform reporting and presentation of PDP metrics to area leaders of the LOB
30

Lead Financial Analyst Resume Examples & Samples

  • Understands and performs all job responsibilities to a high standard
  • Applies deep knowledge; recognized for expertise
  • Seeks to enhance knowledge/experience through best practice sharing and training
  • Delivers high-quality, accurate results
  • Incorporates knowledge of policies and practices into work
  • Resolves complex issues/problems independently with sound judgment
  • Performs rigorous and accurate analysis
  • Challenges traditional way of doing things; moves beyond the obvious
  • Addresses root causes behind issues, identifies patterns, comprehends big picture and long term implications
  • Seeks assistance as appropriate
  • Self-motivated, takes initiative, possesses creative problem-solving skills and willingness to offer suggestions for improvement; builds relationships to leverage resources
  • Demonstrated diligence, attention to detail and technical intuition
  • Service-oriented, flexible, positive team player
  • Possesses organization skills and composure: ability to handle competing priorities and to work effectively in a challenging fast paced environment
  • Exercises judgment in managing confidential/sensitive information; trustworthy
31

Lead Financial Analyst Resume Examples & Samples

  • Prepare, analyze, interpret, and comment on the Aerospace Group financial results and forecasts on a monthly basis. These comments are distributed to Corporate and Industrial Sector Senior Management and Aerospace Group Senior Management
  • Utilizing analytical tools, such as charts, graphs, and commentary which highlight trends and deviations for Corporate and Industrial Sector Senior Management, Aerospace Group VP of Finance & Planning, and the Aerospace Group Manager, Finance and Planning. Including Manufacturing, R&D, and Development Contracts
  • Assist Corporate Staff, Functional Staff, General Accounting, Encore, Tax, Treasury, and Internal and External Audit in matters of providing interpretation of Group financial data
  • Assist and coordinate within the Group, working with the Group Divisions, on the transparency, accuracy, and timely completion of key financial deliverables such as monthly actual results, monthly rolling forecasts, Profit Plan, Strategic Plan, quarterly reporting requirements, etc
  • Manage integration ledgers as needed if acquisitions occur
  • Perform liaison functions between Industrial Sector, WHQ, Group and Group Divisions for financial analysis and reporting. Including Manufacturing, R&D, and Development Contracts
  • Prepare various adhoc analytical studies at the request of the Manager and/ or Group Senior Leadership Team. Including Manufacturing, R&D, and Development Contracts
  • Work with Group Divisions to coordinate and improve the transparency, quality, and timeliness of financial data provided to the Industrial Sector and WHQ. Develop and deploy process improvements to streamline efforts and improve accuracy
  • Prepare, maintain, and distribute financial analysis and reports for monthly Actuals, Forecast, Strategic Plan, Profit Plan, and Operating Reviews. Support the research of analyzing Group results and highlighting key business drivers to Group Management. Work with manager to develop standard reporting and packages to be used by entire organization as they relate to ops reviews, 8WD reviews, and commentary reporting
  • Partner with operations on various projects and related data requests and financial reports in managing Material Cost Savings, Material Economics, Inventory, Days on Hand, Payables, and Days Payable Outstanding
  • Bachelor’s degree in Accounting, Finance or Business from an accredited institution
  • Minimum 3 years of experience within a finance function
  • Knowledge of Corporate Policies and Procedures
  • FP&A experience preferred
  • Sound knowledge of Corporate financial instruments, Encore, Khalix, and Oracle
  • Broad general business knowledge to adequately interpret operating results and analysis
  • Ability to compile information and work though tight timeliness
  • Ability to work in a multi-task project environment
32

Lead Financial Analyst Resume Examples & Samples

  • Support the weekly GBU forecast process and annual budget process
  • Develop an understanding of critical business performance drivers
  • Assist with financial presentations for quarterly reviews with senior management
  • Provide periodic and ad-hoc financial analyses and reporting in support of GBU executive management
  • Assist with other special projects, including dashboard maintenance and standardization efforts
  • Comfortable working with very large data sets in a database environment as well as business intelligence systems to create queries, troubleshoot complex data sets and produce concise analyses
  • Excellent excel skills with experience in producing flexible, repeatable, succinct reports that are highly automated and have few touch points
  • Excellent Power Point skills
  • Team player with positive, can-do attitude willing to what it takes to get the job done right in the interest of the team
  • Strong analysis and research skills. Ability to tenaciously pursue a problem to resolution
  • Ability to effectively communicate (both written and verbal) with business partners and offshore resources
  • BA/BS degree in Accounting or Finance, MBA preferred
33

Lead Financial Analyst Resume Examples & Samples

  • Compilation of monthly financials (P&L, B/S, Free Cash Flow, Indirect Spend, etc.) and first level analysis for monthly reviews by Finance & Operational Leaders
  • Manage cost center budgeting/forecasting for various functional groups and analyze results on a monthly basis
  • Develop and implement financial trend reports to identify performance issues within the business and risks or opportunities in current financial plan/forecast
  • Support financial processes for the 5 year strategic plan (STRAP), the annual operating plan and quarterly forecasts
  • Provide support and analysis for competitor review and economic indicators trends
  • Provide support and analysis for the Monthly Operations Review process and other related processes
  • Support Ad Hoc reporting & analysis and Special Projects
  • Play the role of a functional expert in Financial Reporting Systems like SAP, Hyperion Financial Management and other business reporting tools
  • A minimum degree in commerce / finance – B.com/MBA and CA/CPA/ICWA (equivalent of Bachelor’s degree)
  • Strong Communication & Collaboration skills
  • Strong English communication skills – Written & Oral
  • Understanding of key business drivers & macro-economic indicators
  • Good Data Mining and Strong financial analysis skills; ability to think outside of traditional approaches & evaluate implications on business
  • Ability to work under stringent deadlines and balancing demands
  • Self-starter; high energy level
34

Lead Financial Analyst Resume Examples & Samples

  • Support BCG Washington office leadership team and other key customers by performing analysis and effectively communicating key takeaways and recommendations on key performance metrics
  • Collaborate with a wide variety of business partners, including local offices, regional / global finance, practice areas, and others
  • End to end management of finance projects and initiatives
  • Create and drive the adoption of improved financial processes and policies through teaming with multiple stakeholder groups
  • Complete ad hoc requests and perform other duties as needed with minimal oversight in a timely manner
35

Lead Financial Analyst Resume Examples & Samples

  • Bachelor's degree in Finance, Economics, Accounting or related business degree
  • Excellent Excel skills, including modeling and scenario analysis
  • Strong communication skill – this role will be interacting with 20+ business partners across the organization
  • Minimum of 3 years of experience as a financial analyst
  • Experience in the health services industry preferable
36

Lead Financial Analyst Resume Examples & Samples

  • Finalize standard reporting (e.g. template updates, charts), presentation materials; and profitability (costing) analysis
  • Prepare in-depth analysis and insights of Corporate, Business Unit and Corporate Shared Services teams as defined by the Service Delivery team
  • Consult with the Service Delivery, Corporate, Business Unit, and Corporate Shared Services teams to develop profitability (costing) models
  • Integrate final cost drivers and allocation methods into profitability (costing) tools, models, and/or templates
  • Analyze risks and opportunity considerations and develops insights to guide executives on business decisions
  • Provide final commentary and business insight for inclusion in business performance reviews as well as final development of resolutions to business performance issues
  • Adhere to profitability guidelines and drive the execution of the process
  • Address advanced capital needs, profitability analysis, specific sensitivity/trending/NPV analysis, and metric related information
  • Identify updates to possible scenarios, associated risks and opportunities around business performance
  • Communicate with stakeholders in a clear and concise manner
37

Lead Financial Analyst Resume Examples & Samples

  • Prepare final financial plan, forecast, reporting and analysis for the business clients
  • Develop the Business Plan, Commitment View, Best View, including analysis, distribution and recommendations for management reviews
  • Prepare final monthly analyses of business trends and budget variance of financial results and Key Performance Indicators to be used in management reviews and strategic business analysis sessions
  • Develop the final in depth analysis of the business performance and recommend action plans; including gap closures, considerations for managing cost, growing the revenue and profitability
  • Develop final capital planning models, reports and templates
  • Define the need for and the source of data requirements for the planning & forecasting and reporting processes
  • Conduct the development of strategic business analysis with overlays and commentary
  • Create final performance reports, including business insights, ad-hoc analysis and recommendations to executive management
  • Proactively identify possible scenarios, risks and opportunities around business performance
  • Create profitability/costing models and oversee/communicate model updates to the Center of Excellence
  • Develop and analyze economic drivers of the business client (e.g. minutes of work, shrink)
  • Model/assess performance scenarios to analyze risks and opportunities
38

Lead Financial Analyst Resume Examples & Samples

  • Lead the monthly process of closing, forecast and other consolidation for the region
  • Provide guidance and lead the consolidation process for profit planning
  • Closely monitor the budgets for the RHQ and ensure the accuracy of account reconciliation
  • Provide insightful analysis to drive management actions
  • Drive process improvements within the finance organization, create and implement policies and procedures to improve the control environment and provide increased transparency of results
  • Lead the monthly process of closing and forecast, including appropriate commentary to Group, Sector and Corporate leadership teams. Highlight areas of concern and recommend improvement actions
  • Support controllers in the profit planning process as they work to orchestrate the efforts of the headquarters planning teams to develop a solid plan with all required presentation materials for Group and Sector review. Support the preparation of the Strategic Plan financials
  • Closely monitor the budgets for RHQ by detailed expense analysis. Perform monthly review of account reconciliation to ensure the integrity of booking
  • Drive financial process and systems improvements to insure the integrity of financial results and to improve forecast accuracy and reporting efficiencies
  • Support commercial controller’s efforts to prepare materials for the monthly operating reviews and other reviews with Hydraulics Leadership
  • Perform special analyses to support business decision making. – this can include financial analysis in support of strategic initiatives, changing business models, make vs. buy analysis, pricing models, etc
  • Provide leadership to the Hydraulics finance organization in recruiting and developing top talent. Coach and mentor high potentials within the organization
  • Drive profitability by customer/product margin analysis and close monitor order in-take and backlog
  • BS degree in Finance or Accounting. CMA preferred
  • 6+ years broad financial experience within manufacturing organizations. FP&A experience preferred
  • Ability to operate across, and influence within, a complex matrix organizational structure
  • Thorough knowledge and understanding of accounting principles and concepts
  • Working knowledge of financial and ERP systems
  • General knowledge of all functional areas of Region, Group, Sector and Corporate organizations
39

Lead Financial Analyst Resume Examples & Samples

  • Prepare final financial plan, forecast, reporting and analysis for Global Real Estate
  • Develop the Global Real Estate Operating Expense Business Plan, Commitment View, Best View, including analysis, distribution and recommendations for management reviews
  • Create cash flow statement and ad-hoc cash flow analysis/trending
  • Develop and analyze economic drivers of the business client (e.g. customer churn, renewals)
40

Lead Financial Analyst Resume Examples & Samples

  • Support Corp capital planning
  • Stress test business cases
  • Deep dives where needed to validate benefit / cost estimates
  • Work with initiative owners to refine estimates as required
41

Lead Financial Analyst FP&A Resume Examples & Samples

  • Bachelor's Degree from an accredited college or university
  • Minimum of 3 years of experience in finance
  • Experience with FMP (Financial Management Programs) / CAS (Cost Accounting Standards)
42

Lead Financial Analyst Resume Examples & Samples

  • Works closely with the Sales and Delivery Finance Manager and Regional Sales Leaders on the following: Monthly/quarterly analysis of financial results and performance to targets Sales performance management reporting and analysis
  • Providing information related to business initiatives & drivers of favorable and unfavorable performance: inclusive of balance sheet flows, loan and deposit pricing trends, economic capital, loan loss allowance, and non interest income and expense drivers
  • Strong financial and/or accounting acumen Strong analytical, problem solving, and decision making skills
43

Lead Financial Analyst Resume Examples & Samples

  • Drive accuracy in inventory balances & ensure robust processes exist in relation to inventory
  • At least 3 years experience in a finance position
  • Certified Public Accountant or Master's of Business Administration is preferred
  • Established analytical ability
44

Division Lead Financial Analyst Resume Examples & Samples

  • Develop and coordinate profit plans, monthly forecasts, goals & objectives, financial reconciliations, reports and analysis for division management, including variance analysis and cost control reporting and recommendations
  • Advise and counsel FP&A manger, Division Controller and leadership team on financial implications of operating strategies, cost control actions and decisions
  • Manage, analyze, evaluate and interpret financial forecasts and operating results. Inform management of results and recommend corrective actions to address unfavorable variances
  • Review, analyze and evaluate financial data and information for accuracy, consistency and transparency. Maintain integrity of financial reporting
  • Implement and monitor corporate policies and procedures, ensure financials are reported in compliance with generally accepted accounting principles and local statutory requirements
  • Ownership of account reconciliation process to maintain integrity of general ledger and its supporting sub-systems for US & US ledgers. Assess adequacy of reserves and overall financial reporting. Ensure adequate training and oversight is provided to all finance personnel to ensure account reconciliations meet Eaton’s requirements. Provide leadership and support for the Balance Sheet Review process (overall Golf Pride)
  • Establish, monitor and maintain a system of internal controls (Golf Pride Business) that safeguards company asset and provides for integrity and propriety of financial transactions and activities. Compliance with corporate policy, including SOX
  • Manage global CAR process to ensure it is streamlined, efficient and effective. Manage global capital budget
  • Ensure compliance with local GAAP, statutory and fiscal requirements, as required. (This is especially important in location outside of the US.)
  • Provide leadership to ensure adequate cost accounting processes are in place, including standard cost updates, physical inventory verification, periodic cycle counts, etc
  • Work in a team environment to streamline and drive improvement in financial processes through tools/systems, automation, and standardization
  • Bachelor's degree in Business, Finance or Accounting from an accredited institution
  • Three years professional experience in Accounting or Finance
  • Candidates must be legally authorized to work in the United States without company sponsorship now or in the future
  • Master’s degree in Finance or MBA from an accredited institution
  • Five years professional experience in Accounting or Finance related positions
  • CPA and or CMA qualifications
  • 2 years’ experience in a manufacturing environment
  • 2 years’ experience working with GAAP, Sarbanes Oxley and local statutory requirements
  • 2 years’ experience working in a large corporate environment with exposure to Corporate, region/division and plant reporting policies
  • Excellent interpersonal skills necessary to motivate and help direct the organization; exhibits managerial courage in defending a position and handling conflict
  • Strong verbal and written communication abilities to achieve clear alignment between plant and region/division
  • Strong change management leadership skills required to drive environment of continuous improvement
  • Solid professional presence and confidence required to interact and command respect from Plant Leadership team
  • Sense of urgency, self-motivated; focused
45

Lead Financial Analyst Resume Examples & Samples

  • 8+ years of experience in the field or re* Works Independently with supervisory consultation
  • Relies on experience and judgment to perform the functions of the job
  • A wide degree of creativity and latitude is required
  • Directs and coordinates the work of a group or team of financial analysis
  • Provides functional advice or training to less- experienced financial analysts
  • Finance and Accounting – Expert in finance, economic and accounting principles and practices, the financial markets, financial statements, valuation and the analysis and reporting of financial data
  • Computer Skills – Expert on Microsoft Office Products, particularly Excel, PowerPoint, Access, and Essbase
  • Complex Problem Solving
  • Judgment and Decision Making
  • Considering the relative costs and benefits of potential actions to choose the most appropriate one
  • Superior knowledge of standard concepts, practices and procedures of the business
46

Lead Financial Analyst Resume Examples & Samples

  • Prepares and reviews complex standard and ad hoc reports (monthly, quarterly and annual book close; which includes account reconciliations, control checks, manual journal entries, preparation of financial statements) utilizing a broad knowledge of accounting principles. Presents findings/recommendations to Management
  • Create, review, and present functional forecasts and financial plans to Senior Leadership. This includes financial data management (i.e. gathering and input of data), analysis, and reporting. Identifies, recommends and executes to resolve issues as they arise
  • Responsible for complex accounting and financial analysis. Prepares reports efficiently and effectively utilizing advanced technical accounting knowledge. Ensures appropriate use of historical information and current trends. Understands regulatory environment. Identifies, recommends and executes resolutions to issues as they arise
  • Leads projects of moderate to high scope and complexity. Communicates project opportunities and constraints to Management while monitoring project status. May also actively participate in cross-functional project of moderate to complex scope
  • Responsible for identifying, developing and maintaining efficient, cost effective, processes, controls and data management; including how departments interact
  • Reviews work, serves as a technical resource, and provides feedback, training and guidance to Accountants and other cross-functional professionals
47

Lead Financial Analyst Resume Examples & Samples

  • Perform complex financial analysis and make recommendations
  • Evaluate strategies in fast-paced, competitive and global markets
  • Share discerning opinions on business decisions
  • Work independently as well as in a supportive team environment
  • Develop business cases, dynamic financial models and strategic analyses
  • Provide support over financial planning and forecasting processes for a multi-location, global business entity
  • Critically evaluate and communicate financial information and recommendations to senior management
  • Suggest and implement work and system process improvements
  • Maintain detailed revenue forecasting model and tracking processes
  • Provide accurate and detailed reporting and analysis
  • Support data request for key decision makers in a timely manner
  • BS degree in Accounting or Finance preferred. MBA/CPA preferred but not required
  • Minimum 3 years of finance experience with exposure to general accounting, financial planning and analysis, financial statements
  • Deliverable-focused, strong work ethic, team player and ability to multi-task
  • Ability to take initiative and follows projects through to completion
  • Attention to detail and ability to analyze, understand and summarize key issues
  • Strong Microsoft Excel skills and financial modeling experiences are required
  • Experience with SAP, Hyperion, Cognos or other ERP / relational databases are preferred
  • Software or technology industry experience preferred
48

Lead Financial Analyst Resume Examples & Samples

  • BS/BA in Accounting/Finance, Economics, or related discipline
  • Six (6) plus years of increasingly diverse or complex experience in a related field in addition to degree
  • Possesses and applies fundamental accounting and finance concepts, practices, and procedures
  • Experience with financial applications similar to PeopleSoft FMIS, Power Plant, etc. and query tools such as Business Objects
  • Experience using Microsoft products such as Excel, Word, and Power Point
  • Graduate degree in Accounting, Finance, or other Business related fields
  • CPA or similar certification
  • Experience in the Utility Industry
  • Experience with Energy Efficiency Programs
  • State or Federal regulatory experience
  • Ability to understand business operations and their financial impact
  • Experience supporting business planning efforts
  • Experience interfacing effectively with executive leadership
49

Lead Financial Analyst Resume Examples & Samples

  • Lead and develop insightful analysis for monthly group operating reviews with the Sector
  • Bachelor’s degree in business, accounting or finance from an accredited institution
  • Minimum of 3 years of experience in financial analysis
  • MBA or Masters in Finance or Accounting from an accredited institution
  • Manufacturing accounting/finance experience
50

Lead Financial Analyst Resume Examples & Samples

  • Contribute to the Inventory Reporting and Analysis function, consistently following standard procedures, ensuring a timely and accurate close, and preparing evidence of internal control (SOX) compliance
  • Perform statistical, trend, and financial analysis of WIP related data extracted from various internal data sources
  • Serve as the primary preparer of the periodic WIP valuation
  • Partner with Data Governance, Cost Accounting, GL Accounting, Materials Management, or Clinics in researching exceptions and resolving potential errors
  • Partner with other functions such as Supply Chain, Hanger Clinics, SPS (Fabrication), FP&A, Managed Networks, IT, Internal Audit, Real Estate and Corporate Business Development to achieve Hanger objectives by providing timely information, ad hoc projects, and value-added operational recommendations
  • Develop reporting tools to communicate results and potential business issues such as variances from standards and bridging expected to actual performance
  • Serve as key resource for the Inventory Reporting and Analysis Managr
  • Other ad hoc projects as needed
  • Minimum of 5 years of financial experience in positions of increasing responsibility and scope
  • Prior history of designing, implementing and maintaining enterprise financial close and reporting tools including developing and managing a sound internal control environment in a large, multi-location company
  • Experience working with other corporate level functions, preferably in a large multi-location publicly traded company
  • Strong financial reporting and variance analysis skills
  • Experience using Access, Excel, SQL, financial modeling, including the ability to work with big data, complex tables and look-up
51

Lead Financial Analyst Resume Examples & Samples

  • Provide day-to-day support for respective functions and prepare monthly/quarterly financial reports including expense monitoring and month-end-close responsibilities
  • Develop and drive the annual operating plan
  • Support and partner with business development and portfolio teams
  • High level analytical capabilities with a record of successful financial modeling experience
  • Previous supervisory responsibility preferred
  • Advanced degree in accounting or finance or related work experience with in-depth knowledge and understanding of financial statements, MBA is preferred
  • Proven record of successful individual and team process improvement actions
  • Willingness to dive into details to find answers and solve problems when needed
  • Excel power user and modeling, Power Point
52

Lead Financial Analyst Resume Examples & Samples

  • Develop, improve and leverage tools for pricing
  • Manage and maintain costing application (iCost)
  • Work with commercial team to develop improved reports and manipulation of Salesforce opportunity data to support business decision making and forecasting
  • Consult Sales and Client Manager teams in client negotiations
  • Participate in strategy sessions on new client opportunities or threats
  • Develop alternatives on pricing, rush premium, discounting, payment terms, rebates and service levels to allow successful negotiations with client
  • Participate in client presentations of proposals, bid defenses and negotiations
  • Lead role in developing standard terms and contract language to record pricing, discounting and payment terms options
  • Partner with HR to create and administer the Sales Incentive/Compensation Management process
  • Identify key drivers and develop strategies to improve our overall win rate and increase operating income
  • 5-8 years experience as a Financial Analyst
  • Extensive knowledge and ability to use Excel, databases,and Powerpoint, calculation functions, charts
  • Ability to convey ideas clearly and effectively in written and verbal communications
  • Demonstrated ability to interact with all levels of management and non-management staff
  • Highly motivated, takes initiative, has excellent planning or organization skills
  • Comfortable in negotiation skills
  • Ability to develop alternative options
53

Lead Financial Analyst Resume Examples & Samples

  • Perform financial analysis and provide key financial information and analysis in support of executive management decision making and strategy
  • Participate in the planning and forecasting processes working closely with the finance business partners of allotted cost center or functional area as well as the Global IS finance function
  • Collaborate with corporate finance and other stakeholders to manage capital asset appropriation process
  • Analyze and communicate monthly results, leveraging core Stryker reports where possible. Monitor corporate and other cost allocations
  • Review output from accounting function (e.g., general ledger, fixed asset ledger, pre-payments, journals and balance sheet) for accuracy and compliance with GAAP and regulatory reporting
  • Support deployment of Hyperion and other tools to simplify and standardize financial planning and reporting
  • Work collaboratively with other finance teams to drive continuous improvement in the finance function
  • BBA in Accounting or Finance; CPA or MBA preferred
  • Minimum of 3-5 years of financial analysis background required
  • Proficient in MS Excel and PowerPoint, Hyperion experience preferred
  • Financial Acumen – Demonstrates a strong understanding of financial concepts for the medical device industry, including reporting requirements under statutory and GAAP accounting
  • Business Acumen – Able to understand the business and apply financial information to help lead the broader business towards its objectives
  • Analytical Skills – Able to develop, analyze and effectively interpret financial information, including the effects of business initiatives, regulation and industry trends
  • Communications – Sends, receives and interprets information clearly, accurately, thoroughly and effectively. Able to distill complex financial information to non-financial professionals in a way that is not condescending. Prepares materials appropriate to the audience in Excel, PowerPoint or other formats
  • Teamwork – Able to work collaboratively with colleagues, customers and stakeholders at various levels. Builds strong relationships with key players. Takes a proactive approach to meeting customer needs. Able to work across a matrix organization, business cultures and geographies
54

Lead Financial Analyst Resume Examples & Samples

  • Leads business and peer teams to drive results
  • Directs workplan and effective project completion within the department
  • Leads change initiatives among peers. When manager not available, the lead can step into supervisory role
  • Leverages industry knowledge to provide business context for decisions
  • Identifies initiatives to improve business outcomes
  • Communicates and integrates segment knowledge, enterprise drivers, and regulatory influences
  • Works independently and provides strong context for decision making
  • Provide financial, accounting, and business management analytical support to various levels of management and customers
  • Budget development for increasingly complex jurisdiction business groups
  • Evaluate and report business unit O&M and capital budget variances that allows for accurate financial reporting and accurate year end variance projections
  • Support the reporting process within the department to facilitate understanding of business and variance impacts to department and employees
  • Perform research and prepare financial presentations for management review, cost reporting, and decision making
  • Compile and analyze statistical data to identify and correct errors and to evaluate general content
  • Prepare, check and/or post journal entries and accruals on an as needed basis
  • Serve as key interface to region on understanding and implementation of financial policies and procedures
  • Lead and/or assist with special projects and requests as required including research and process improvement teams
  • Lead and/or participate in peer teams when identified with other distribution finance analysts and/or Regulated Utility finance analysts to ensure consistency in processes and reporting, and sharing of best practices throughout the organization
  • Prepare financial schedules required to meet monthly and quarterly business unit data requests from Corporate Accounting
  • Work with internal and external auditors, providing necessary information and answering questions as needed
  • Perform analysis and support for regulatory filings and rate cases
  • Assist in SOX documentation updates and management testing
  • Maintain good working knowledge of accounting policies and impacts as required
  • Actively seek to identify and meet customer needs with a sense of urgency, taking ownership of customer issues and problems until resolved
  • Overtime may be required during monthly/quarterly/annual closing processes as well as rollout of new and/or changes processes
  • Supports internal Regulatory groups related to rate cases and integrity management riders
  • Bachelor’s degree in (Accounting/Finance/Economics) or related discipline
  • Six (6) or more years of work experience in finance-related field (planning, analysis, budgeting and forecasting, or accounting), or the energy industry
  • Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments
  • Experience with financial applications (such as PeopleSoft FMIS, Power Plant, etc.) and query tool (such as Business Objects)
  • Proficient skills in Microsoft products such as Excel, Word, and Powerpoint
  • Graduate degree in Accounting, Business or related fields
  • Certified Public Accountant (CPA) or similar certification (or working toward certification)
  • Experience with financial compliance activities in a regulated utility environment
  • Proficient in advanced excel skills (pivot tables, vlook-ups, etc.)
  • Demonstrated communication and interpersonal skills
  • Ability to build relationships with customers at all levels within the organization
  • Self-motivated. Ability to work independently and in a team environment; demonstrated initiative within current team
  • Ability to work independently and in a team environment; demonstrated initiative within current team
  • Experience applying GAAP accounting principles, and evaluating internal controls
  • Demonstrated analytical/problem solving skills and strong business acumen
  • Ability to understand business operations and apply business acumen to identify issues and propose innovative solutions
  • Demonstrated information technology skills
55

Lead Financial Analyst Resume Examples & Samples

  • Finance business partner to a sub-division of Human Resources, main clients being several European regional leaders
  • Responsible for the financial close process and reporting of results on a monthly/quarterly basis to clients and Global Operations leadership
  • Responsible for delivery of the planning cycles, setting up and financial control of budgets
  • Day-to-day operational support of the client organization
  • Support decision making with cost benefit analyses and financial reviews for key projects (e.g. vendor contract renegotiations, cost saving initiatives)
  • Identify and drive process improvement opportunities, support and drive projects/simplification initiatives for the operating and leadership teams
  • Support Financial Planning and Analysis and leadership by establishing insightful analysis, liaise/work together with Finance and Operational leaders
  • Bachelor's degree in Accounting, Finance, or Business Administration and/or financial work experience, preferably in cost reporting, controlling or planning
  • Extensive financial work experience in multinational environment
  • Strong communication skills in English both verbal and written
  • Experience in dealing with virtual stakeholders
  • Advanced analytical skills: able to clearly link financial results to operational performance drivers, generate and communicate alternatives, and drive change
  • Team player: able to work across different teams and contribute to a positive environment
  • Advanced Excel knowledge (no VBA required), Hyperion experience is an advantage
56

Lead Financial Analyst Resume Examples & Samples

  • Providing insightful analysis of business results to customer teams and perform ad-hoc analyses that lead to problem solving and business improving recommendations
  • Reporting and analysis including periodic reporting, periodic forecast analysis and deck preparation
  • Revenue forecasting, planning and tracking
  • Supporting strategic plan and AOP development, including deck analysis and deck preparation
  • Assisting a broad range of senior leaders in forecasting and analysis
  • Work with cross-functional teams to manage P&L expectation
57

Lead Financial Analyst Resume Examples & Samples

  • Partner with management and senior leadership to understand sales and revenue drivers and monitor performance against established targets
  • Establish and maintain strong business partnerships and cross-functional relationships to provide decision support
  • Analyze and model various compensation drivers for the sales force
  • Think creatively to assist the business in generating ideas to grow sales and revenue
  • Collaborate with sales, compensation and commission business partners to deliver accurate and timely results
  • Take a lead role in the annual renewal, territory and sales planning processes by providing guidance, support and analytics
  • Initiate continual process improvement efforts that enhance timeliness and accuracy
  • Perform ad-hoc reporting and analysis as needed
  • Responsible for coaching and development of Senior Analyst
  • Bachelors Degree in Finance of Accounting required; MBA or CPA preferred
  • 7+ years experience in accounting or finance
  • Prior experience with a sales organization preferred
  • Proven project management skills with the ability to handle a diverse workload with tight time frame requirements and competing resources
  • Financial analysis, financial modeling, planning, forecasting and management reporting experience
  • Strong written and verbal communication and presentation skills with proven ability to present information to all levels of management
  • Highly motivated with the ability to work on a team as well as independently and drive results
  • Highly motivated with ability to drive results
  • Experience in use and application of MS Office Suite, mainly Excel and Access
  • Financial systems experience, including knowledge of SAP, Hyperion, BEX and Web Intelligence preferred
58

Lead Financial Analyst Resume Examples & Samples

  • Excellent interpersonal communications and project management/leadership skills
  • Five or more years experience in Financial Analysis, modeling and forecasting
  • MBA in Finance
59

Lead Financial Analyst Resume Examples & Samples

  • Serve as a coordinator for the monthly close process by performing duties that will include reviewing journal entries for proper accounting and compliance with GAAP, variance analysis, and reviewing consolidated O&M and Capital variance explanations for accuracy and clarity
  • Ensure timely and accurate analysis and reporting – Lead and direct a professional staff to perform and review results of management reporting, variance analysis, and projection updates
  • Interface with Nuclear Management and other Finance groups to explain the consolidated monthly O&M and Capital results and projections
  • Ensure effective budget & planning process – Lead nuclear corporate budget and planning process including communication of budget guidance, assumptions, and calendars. Support development of targets and identification of mitigation
  • Provide training and direction to staff as necessary to support development and entry of annual budgets. Validate budgets uploaded to correct target amounts
  • Interface with internal and external auditors and provide support for audits and SOX compliance
  • Serve as a resource to the group for technical accounting expertise, financial guidance, and assistance for questions and problems related to financial business management
  • Lead and/or coordinate special projects or financial studies as requested
  • Support preparation of financial presentations for management review, cost/status reporting, and decision making
  • Generate reports, graphs and charts as requested using PC and/or financial applications
  • Develop a working knowledge of appropriate IT tools and financial applications
  • BS/BA in Accounting/Finance, Economics, or related discipline or equivalent work experience
  • 6+ years of increasingly diverse or complex experience in related field in addition to degree
  • Experience with financial applications (i.e., PeopleSoft FMIS, Power Plant, etc.) and query tool (Business Objects)
  • Proficient using Microsoft products such as Excel, Word, and Power Point
  • Prior experience providing financial support to nuclear organizations
  • Understanding of nuclear capital process
  • Energy industry experience
  • Experience interfacing effectively with senior leadership
  • Self-motivated with the ability to work independently and/or in a team environment to provide recommendations when only limited standardization or precedence exists
  • Strong analytical/problem solving skills and business acumen. Ability to understand business operations and apply business acumen to identify issues and propose innovative solutions
  • Ability to build relationships with customers at all levels within the organization and to influence others and achieve resolution
  • Advanced skills using Excel, Business Objects, Financial Cubes, PeopleSoft Financials
60

Lead Financial Analyst Resume Examples & Samples

  • Operates in a lead capacity
  • No direct reports, but proactively influences, leads & coaches across the Finance organization
  • Helps guide the BU/FG operating mechanisms to execute against the priorities
  • Interprets BU/FG strategy and proactively takes action that aligns to strategy
  • Partners directly with BU/FG/Finance leaders
  • Collaborative with more influence
  • Effective framing and presentation skills on specific analytics/projects. May require some assistance in finalizing analysis/presentation for distribution
  • Leads project teams within finance function; Identification and deployment of best practices within their BU/FG
  • Needs some guidance from manager with less approvals required
  • Effectively independently prioritizes own work
  • Addresses problems with moderate complexity (e.g. ROI, resource allocation)
  • Little to no assistance required in presenting/communicating analytics. Able to summarize the analytic at a higher level in a simple/digestible manner
  • Must exercise judgments and/or modification of a standard course of action to address the issue at hand
  • Decisions have moderate impact on resource allocation and near-term revenue growth
  • BS in Finance or Economics (MBA Preferred)
  • 5+ years relevant experience in a highly dynamic finance role (Global experience preferred)
  • Strong understanding of the SaaS business model, and SaaS metrics (LTV, retention, usage, etc)
  • Self-motivated individual with demonstrated ability to both lead and drive analysis
  • Extensive experience managing business unit P&Ls; driving revenue growth, cost optimization, and process improvements
  • Trusted business partner who delivers operational excellence by understanding the needs of the business and identifying opportunities to improve financial results
  • Detail-oriented with strong analytical, problem solving, and financial modeling skills
  • Excellent collaboration skills, ability to work well within teams, and ability to coordinate across multiple organizations
  • Strong communicator with proven ability to synthesize mountains of data into clear, direct and actionable senior executive materials (e.g. dashboards, presentations, etc)
  • Passionate for problem-solving, comfortable with ambiguity, creative and able to juggle multiple priorities
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Lead Financial Analyst Resume Examples & Samples

  • Reports to local controller, but provides services to divisional and corporate management on the monthly operating performance of the business units and shared service departments against budgets and forecasts
  • Responsible for quarterly and monthly updates to forecasts and business outlook as required
  • Provide monthly reports required on a tight deadline as part of the monthly closing cycle
  • Provide financial advice to business improvement projects as required
  • The incumbent provides analysis and recommendations of trends and factors, which may impact business unit performance versus budgets and forecasts
  • Ensure that ongoing analysis and review of cost accounting issues (inventory, margins etc) are performed on a timely basis as required by local management, division or corporate offices
  • Ensures that all supplemental inquiries are responded to in an accurate and timely manner
  • Oversee the annual budgeting process for all divisions and Shared service group working closely with Sales, Marketing, Operations and Finance functions
  • Responsible for the financial control of Lighting System projects being implemented at various customer locations
  • Lead cost improvement, new policy implementation and other financial projects as required
  • University Degree in Business or related field
  • CPA Designation or in progress to be completed
  • Experience using an ERP systems
  • Experience using MS Excel
  • Minimum of 5 years of progressive accounting experience
  • Relocation assistance is not provided. Candidates must reside within an 80km radius of Mississauga to be considered for this role
  • 10 years progressive accounting experience
  • Master’s Degree completed
  • CPA Designation completed
  • Professional office environment
  • Lengthy hours required during month end
  • Extra focus and concentration is required during month end
  • Very infrequent travelling to corporate partner in the US
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Lead Financial Analyst Resume Examples & Samples

  • Provide financial support to the director of Corporate Real Estate
  • Serve as the lead financial analyst for Corporate Real Estate’s Performance Management Office
  • Lead the division level strategic planning process, monthly close, and management reporting processes
  • Perform monthly, quarterly, and 5 year planning for the S120 &S126 department budgets. Support project managers with development of cost analysis for site related real estate activity
  • Serve as a member of MITRE’s sustainability team, including data gathering and carbon footprint calculations
  • Provide financial analysis for contract competition and re-competes
  • Participate in special studies as required
  • Responsible for populating CADET for Corporate Real Estate
  • Manage the CRE Business Operations Community Share folder
  • Manage the relationship between Security and CI&T to get accurate badge swipe data into Information Workbook
  • Administrative duties to include management of OCI and Awards budget, updating the MARS database, keeper of the S120 P-card, as well as completing CRE related Service Purchase Requisitions, cost transfer memos, and Purchase Requisitions
  • Support Corp FP&A team with adhoc analysis
  • BA/or BS in finance, business or information management plus eight years of related experience
  • Experience working with MITRE financial tools, and knowledge of internal processes
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Lead Financial Analyst Resume Examples & Samples

  • As a Financial Analyst you will participate in various responsibilities as follows
  • Assist the acquisition FP&A team integrate with the Oracle FP&A teams within GBF organization
  • Build the acquired company’s budget/forecast model taking into account the target’s P&L structure and post-acquisition operating model
  • Assist with the preparations of executive review presentations to Senior Management and acquired company’s Management team
  • Prepare updates to the Standard Chart of Accounts and product mapping for the acquired company within the Oracle hierarchies
  • Prepare M&A scorecard and KPIs related to acquisition performance and costs
  • Prepare other quarterly updates for Corporate Development (i.e. Fully Burdened Cost Calculator)
  • Support the consolidation of weekly and quarterly forecasts after the acquisition transaction has closed until the loading of the initial budget
  • On a monthly basis, work with M&A Consolidations to book actual headcount and P&L activity on the Oracle systems until integration of the acquisition. This involves maintaining acquisition specific cost center mapping files and preparing cost allocations & re-class entries
  • Build and maintain high-level knowledge across all business areas by staying current on corporate initiatives, challenges and opportunities across the business
  • Support ad hoc requests from Finance groups and Corporate Development
  • BA/BS in Business, Finance or any other quantitative field
  • 2-5 years relevant experience (Graduate degree equal to two years experience)
  • Prior Finance experience preferred
  • Ability to get results with little guidance
  • Demonstrate strong communication skills
  • Expertise in Office Tools – MS Excel, Power Point, Word
  • Terrific team player and ability to work independently
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Lead Financial Analyst Resume Examples & Samples

  • Ensures correct revenue recognition methodology is being applied to fixed price contracts and understanding and compliance with revenue recognition methodology per GAAP and corporate guidelines
  • Supports annual audits and activities in the preparation of annual surveys from corporate offices
  • Supports and contributes to an effective and timely month, quarter and year end close and provide variance explanations on results
  • Reviews cost of goods sold percentage for month end close procedures and ensures the accuracy of recordings
  • Works with multiple functional areas to ensure transactions are coded properly, critical understanding relationship of indirect cost pools, direct costs and capital purchases
  • Frequently works with Enterprise Resource Planning (ERP) system for tracking and reporting of data
  • Knowledge of DoD program cost and schedule management practices or similar SOX compliance regulations
  • Must be comfortable managing multiple projects with high priorities and ability to produce quality results in a tight timeframe
  • Ability to effectively interface with both internal and external management and personnel
  • Clearly communicates and presents data, both in writing and verbally
  • Knowledge of financial analysis/reporting, EVMS techniques, Cost Accounting Standards (CAS), FAR/DFAR, proposal pricing, and applicable government billing systems (WAWF)
  • Knowledge of Accounting, Contracts and Subcontracts procedures
  • Knowledge and experience in GAAP
  • Knowledge of project management and project control tools such as Costpoint, TM1, MS Project, Excel, PowerPoint and Word
  • Displays exemplary ethics and business conduct and performs work cognizant of safe work practices
  • Bachelor’s Degree in Accounting, Business Administration, Economics, or related field
  • Experience in operational finance, including financial analysis, cost accounting, forecasting and planning, and accounting
  • Experience interacting with internal and external auditors
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Lead Financial Analyst Resume Examples & Samples

  • Works with leadership in other departments/functional areas to ensure business issues are resolved for the company
  • Offers leadership and direction to others through mentoring, training and knowledge sharing
  • Supports functional reporting needs including expense performance and related impact to stakeholders
  • Solves complex problems in creative ways; significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; exhibits leadership skills; mentors employees across teams; may manage the workload of others via special projects or other activities
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Lead Financial Analyst Resume Examples & Samples

  • Should have excellent Accounting and Finance knowledge
  • Should have good Analytical Skills
  • High proficiency in MS-Office applications specially MS-Excel
  • Essbase/Hyperion skills would be an added advantage
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Lead Financial Analyst Resume Examples & Samples

  • Coordinate, consolidate, analyze and communicate monthly forecasts utilizing Hyperion to ensure planning data accurately reflects projected business outcomes
  • Support and challenge financial and business-related topics and assist with the development of financial reports and KPIs that align with company strategic objectives, initiatives and execution plans focused on meeting those objectives
  • Facilitate the ongoing tracking of investments to drive accountability of projections made at time of initial investment approval; Partner with Corporate Finance representative to further develop reporting and analysis
  • Develop business cases and strategic options based on industry insights, internal delivery capabilities, financial models, ROI analysis to support planning initiatives
  • Collect and analyze cost information and create cost models to consolidate into cost projections; Assist with creating presentation materials on budgets, costs and product profitability for senior management
  • Perform a wide variety of ad-hoc requests in the area of business case development, Product P&Ls and product portfolio management; Facilitate collaboration and communication through tools such as SharePoint by maintaining document libraries, creating/updating pages and resolving other user issues
  • Responsible for overseeing consolidated Automotive budget
  • Influence of other functions outside of own business area (e.g. Finance, Product Management,…)
  • Accountable for group KPIs, goals, achievement and forecast performance
  • 3-6 years of general business experience in consulting, finance, operations or project management roles
  • Excellent command of financial and business planning tools (Oracle Hyperion), processes and standards
  • Expertise level of knowledge in Microsoft Office applications, especially in Excel-based modeling
  • Ability to work on multiple projects, simultaneously, with aggressive schedules
  • Creative problem solver with a keen ability to standardize a process or procedure
  • Extremely well organized and accustomed to maintaining highly dynamic schedules
  • Comfortable of presenting and making impact in senior meetings and settings
  • Demonstrated capacity to establish, drive and influence cross-functional networks in matrix organizations
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Lead Financial Analyst Resume Examples & Samples

  • Preparation and review of journal entries, monthly financial analyses and financial projections
  • Working closely with senior managers in the Operations Support departments to ensure planning processes and related budgeting in financial and forecasting systems provide appropriate information for effective financial management of their operations
  • Coordination of daily work activities for teammates
  • Serving on additional initiative & assignments as appropriate to improve efficiency and compliance of Regulated Generation & Transmission business processes
  • BS/BA in Accounting/Finance, Engineering, or related discipline
  • Six (6) plus years of increasingly diverse or complex experience in related field
  • Possesses and applies comprehensive and strategic knowledge of accounting and finance concepts, practices, and procedures
  • Experience with financial applications (ie: Powerplan, Peoplesoft, etc.) and query tools (ie: Business Objects, Business Intelligence, SQL) and operational tools (ie: Horizons, Powerplan LRP, Consolidated Asset Suite, etc.)
  • Masters in Accounting, MBA, CPA
  • Solid understanding of FERC accounting and Duke Energy accounting policies
  • Previous experience in performing internal financial reporting activities at a department level
  • Proficiency with financial applications (Powerplan, Peoplesoft, etc.) and query tools (Business Objects,
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Lead Financial Analyst Business Process Improvement Resume Examples & Samples

  • Identify business processes and systems improvements in collaboration with Corporate, Business Unit, Corporate Shared Services and/or Service Delivery teams
  • Coordinate and manage the monthly financial system support functions along with the Finance Systems Group
  • Assist in the development of system enhancements and integration of new acquisitions
  • Create final documentation of business, functional, and data requirements
  • Generate final work plan for the implementation of process and system improvements and validates with Financial Systems Group (FSG)
  • Finalize all training materials of implemented processes and/or systems for the customer(s)
  • Assist with executing training sessions for the customer(s) on the utilization of newly implemented processes and/or systems
  • Coordinate testing with business users of functional requirements (i.e. user acceptance Testing, regression testing) and collaborate with Financial Systems Group (FSG) to resolve discrepancies
  • Facilitate post-mortem assessment to drive continuous improvement and incorporates results into Business Process and System Improvement best practices
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Lead Financial Analyst Resume Examples & Samples

  • Prepare and finalize standard reporting (e.g. template updates, charts) and presentation materials
  • Prepare first pass analysis and insights of PNB Business Unit performance as defined by the Service Delivery team
  • Provide preliminary commentary and business insight for inclusion in PNB performance reviews as well as development of resolutions to performance issues
  • Address capital needs, profitability analysis, specific sensitivity/trending/NPV analysis, and metric related information
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Lead Financial Analyst Resume Examples & Samples

  • Serve as the lead for cost allocation reporting to the Lines of Business Work closely with Management Reporting & Financial Systems to understand KTO allocation methodologies and the impact to line of business financial statements
  • Act as a direct interface between the TBM office and key stakeholders within IT, the Lines of Business and Corporate Financial Planning and Analysis
  • Synchronize inputs from trending data, root cause analyses and discussions with IT management (Manager, Director and DCIO level) to produce meaningful and timely monthly reporting packages of actual versus expected results related to IT consumption and associated costs, accompanied by relevant financial and cost analysis
  • Lead monthly results sessions with stakeholders, and serve as point of contact for ad hoc financial reports
  • Define and develop standard rates and standard service offerings
  • Collaborate on and/or lead efforts to enhance the current TBM cost model
  • Education: Bachelor’s degree in Accounting, Finance, Economics or related field is required
  • Experience: 3-5 years financial analyst experience with understanding of bank balance sheets and income statements, technology organizations and capital expenditures
  • Technical/Business Acumen: MS Office with proficiency in Excel and PowerPoint Financial modeling and reporting using financial systems (Hyperion, Essbase, IBM TM1, Cognos) Apptio TBM (IT Financial Transparency, Benchmarking and Metrics
  • Understand and communicate correlation between financial results and critical business drivers/measures
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Lead Financial Analyst Resume Examples & Samples

  • Develop, standardize and automate business focused financial and performance reports using reporting tools
  • Provide monthly/quarterly reports and analysis of financial and performance KPI’s including P&L and Trade Working Capital
  • Provide real time ad-hoc analysis
  • Assist in preparation and loading of forecasts on monthly, quarterly, and annual basis
  • Compile financial information for business reviews
  • Provides timely and accurate data for financial planning / analysis
  • Assist with the completion of annual financial plans (including Opex and Capex plans), budgets and forecasts as required
  • Prepare financial records for a specific business unit / area
  • Operate within established finance procedures
  • Document risks and escalate to management
  • Ensure adequate internal controls are maintained
  • Prompt response to all information requests
  • Achieve deadlines set by leadership and the business and proactively monitor and raise instances where deadlines cannot be met in a timely fashion
  • Advanced Microsoft Excel and PowerPoint skills. Hyperion Enterprise and Essbase knowledge highly required
  • Strong communication and interpersonal skills and ability to work in a cross-functional, fast-paced environment
  • Fluent in English and additional language an advantage
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Lead Financial Analyst Resume Examples & Samples

  • Assesses appropriate inputs to develop challenging, but realistic goals for self/team --- to meet internal/external customer expectations
  • Prepares and analyzes schedules, reports and journal entries. Understands impact to Company financials
  • Creates new concepts that are not obvious to others
  • Performs and leads special projects as assigned
  • Understands complex and underlying data relationships. Pulls ideas, issues, and observations into a clear and concise presentation. Organizes information to make it clearer and integrates small pieces of data into a structure that pulls them together. Makes appropriate recommendations to multiple levels of management
  • Develops and designs processes and implements improvements
  • Directs efforts of others to assist in project completion. Develops plans for project completion
  • In depth understanding of financial/accounting systems and software. Understands the roles and relationship of organizational units and processes. May design necessary systems & process improvements
  • Encourages and empowers others; recognizes others who have performed well.|
  • BA/BS, Accounting/Finance
  • 6+ years of substantial diverse financial analysis and accounting
  • MBA or certification preferred, i.e. CMA, CFA or CPA
  • Individuals without a degree should demonstrate equivalent abilities and skill sets
  • Advanced personal computer skills including spreadsheets, query and database management programs
  • Self motivated and exhibits time management skills
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GCG Consolidation Lead Financial Analyst Resume Examples & Samples

  • Leading on reports and presentations preparation; Support month end closing, reports consolidation and bridge in variance
  • Implementing and coordinating Brand/Coverage Modal change, provide guidance/instruction to PRC/HK/TW/KL support function
  • Support Ad-hoc requests from Finance head and BU Executives
  • Skilled with Excel, PPT and be comfortable with working with internal systems
  • Fluent in English and Chinese languages
  • 5+ years working experience is required
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Lead Financial Analyst Resume Examples & Samples

  • Review and prepare multiple financial reports for the consolidation of all US entities. This will include presenting and coordinating with multiple levels of management
  • Develop a detailed understanding of the US Firms’ complex infrastructure and reporting requirements
  • Analyze, interpret, and report account activity and balances to ensure accuracy
  • Assist with accounting research and analysis, including GAAP, based on specific facts and circumstances as required
  • Responsible for various ad-hoc reporting and special reporting requests as assigned
  • Understand and assist with the financial infrastructure of the Firm including profit and cost center and general ledger account maintenance
  • Support the validation of journal entries to ensure compliance and assist in training/answering questions from other Finance groups around the journal entry process
  • Prepare and post recurring journal entries that enable our various reporting requirements
  • Assist with establishing guidelines and policies and enforcing internal controls
  • Work to develop flexible process improvements that can be utilized to increase the efficiency of the team
  • Assist with the transition to new SAP general ledger system and the creation of financial reports from new system
  • Bachelor’s degree in Accounting required. CPA or eligibility to sit for exam is required
  • 2+ years of relevant experience required
  • Position will have significant work complexity and requires a strong understanding of accounting theory and its application
  • Strong interpersonal communication skills are crucial as the position involves the ability to satisfy and influence various stakeholders, including senior management
  • Ability to work in a cross-functional team
  • Must be detail oriented and be able to manage multiple priorities and work in a fast-paced dynamic environment
  • Knowledge of SAP and Essbase or similar accounting software preferred
  • Advanced knowledge of Microsoft Excel required including v-lookups, pivot tables, and macros
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Lead Financial Analyst Resume Examples & Samples

  • 3 to 6 years plus the education listed below
  • Demonstrated knowledge of generally accepted accounting principles and the proven ability to record journal entries and prepare account reconciliations
  • Understanding P&L's, balance sheets and other financial analyses to make sound decisions for reporting or presentations for management. Past experiences with public and private accounting/finance companies/firms a plus
  • Proficient in Microsoft Work, Excel, Access and PowerPoint with the ability to learn new software as needed
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Lead Financial Analyst Resume Examples & Samples

  • Implement automated reconciliations in ReconNet and revise related accounting policies
  • Investigate root cause to increase system auto match
  • Test interfaces into ReconNet
  • Review and change GL Mapping Structures from billing systems to GL
  • ERP Implementation
  • Develop and support Order to Cash processes for post-acquisition integration
  • Document procedures, and perform self-assessments for compliance, especially with regards to SOX controls
  • As we continue to grow and develop other opportunities will be available
  • 4-5 years of related experience, with a minimum of 3 years of external audit of public companies
  • Strong analytical, organizational, problem solving and written and verbal communication skills
  • Advanced Excel skills – able to create and manipulate Pivot Tables, V-lookups, etc
  • Ability to work under pressure with strict time constraints
  • Experience driving automation and continuous process enhancements
  • Strong interpersonal skills with the capability to quickly develop working relationships
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Lead Financial Analyst Resume Examples & Samples

  • Operates in a lead capacity. No direct reports, but proactively influences, leads & coaches across the Finance organization
  • Develop a solid understanding of the business to provide thoughtful analysis and framework to drive improvements in productivity and effectiveness
  • Partners directly with Sales / Marketing/ Operations / Finance and Analytics leaders collaboratively with more influencing
  • Ability to summarize financial results and present the analytical findings in simple / digestible manner
  • Capability to build scenario based and financial models and building frameworks to help size opportunities and support business case
  • Actively participate in annual planning, quarterly forecasting, monthly current estimate / flash processes with cross functional teams and partnering with business partners to deliver accurate and timely forecasts with risks & opportunities assessment
  • This role will provide analytical thought leadership and support for the segment leaders, and marketing & sales leaders by collecting, analyzing and interpreting data to identify trends
  • Effective framing and presentation skills on more complex and ambiguous business problems
  • Translates complex and ambiguous business problems to simple analytical frameworks. Uses advanced financial methodologies and leverages strong presentation/communication skills
  • Strong business and financial / accounting acumen with minimum of 8+ years of experience, BS degree required in finance, business or relevant major
  • Software services (SaaS products & financial models) industry experience and/or experience working with sales & marketing and business development organizations is preferred
  • Ability to present complex analysis clearly, concisely and deliver effective results, persuasive verbal and presentation to business leaders
  • Organization and time management skills to multiple projects and priorities
  • Accurate forecasts with risks/opportunity assessment for individual responsibility area with complexity
  • Proven ability to build relationships with business partners, deliver results, and exceed expectations
  • Proven track record of independent thinking and continuous improvement
  • Financial or business reporting experience with tools such as Hyperion Essbase, Business Objects, SQL or Python
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Lead Financial Analyst Resume Examples & Samples

  • Directs/reviews preparation of applicable financial statements/reports. Ensures that financial information is accurate on timely
  • Ensures accounting information and system is maintained, credible and explainable
  • Strong analytical skills are required
  • Prepares written analyses of issues to enhance the understanding of senior management. Has a deep knowledge of the asset management business
  • Works and communicates effectively with other departments to ensure business needs are met and issues are resolved for the success of the company. Ability to recommend ideas for higher profitability
  • Takes initiative to recommend and act on changes for the finance department as well as inter-departmental changes
  • Responsible for building a strong control environment and adhering to the Company's framework of internal controls
  • Completes performance appraisals and evaluates overall performance of team. Makes decisions on interviewing and selection of new employees. Sets goals and objectives for individuals and work groups. Motivates, mentors and coaches individuals, fostering a team environment
  • 1 year supervisory experience. Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium). Ability to effectively communicate orally and in writing, ability to handle multiple projects, willingness to take on new projects, customer service approach, highly analytical. Work effectively individually and within a team, organizational and prioritization skills, effective judgment ; address employee issues on a timely basis
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Lead Financial Analyst Resume Examples & Samples

  • You are strong communicator with proven ability to synthesize mountains of data into clear, direct and actionable insights for senior executive presentations
  • You are passionate for problem-solving, comfortable with ambiguity, creative and able to juggle multiple priorities
  • You have the ability to lead and collaborate with cross-functional teams to meaningfully accelerate delivering executive insights and building world-class FP&A processes
  • You are proactive. You take initiative and prioritize the work that matters
  • You have high energy and are willing to go above and beyond to get to the results
  • Moderately complex analytic based insights
  • Accurate forecasts with risks/opportunity assessment for individual responsibility area with moderate level of complexity
  • Somewhat complex analytics that are framed in a thoughtful and simple manner that aligns to the key drivers of the analysis
  • Individual slide creation for key focus area for presentations
  • Proactively identification of areas for improvement (e.g. process, analytics) that aligns to the business strategy resulting in moderate business impact
  • Systems and process development that delivers financial information with integrity, utility and is internal customer centric with meaningful impact; manage multiple or enterprise systems and complex technical report writing
  • Career development plan for self and impactful coaching/feedback to peers
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Lead Financial Analyst Resume Examples & Samples

  • Strong & relevant finance experience essential
  • Excellent analytical skills and aptitude for problem solving, including data analysis, and validation
  • Strong communications skills (verbal & written)
  • Candidate should be a highly motivated and proactive individual who can show initiative
  • Financial Systems experience, including knowledge of SFDC, SAP, Hyperion, PSA and Bex desirable
  • Experience of working with multiple currencies desirable
  • Experience of subscription models desirable
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Lead Financial Analyst Resume Examples & Samples

  • Coordinate the global planning and forecasting processes and provide support to all Divisions
  • Prepare the consolidation of the annual plan and quarterly forecasts, including income statement, balance sheet and cash flow. This requires posting journals entries and eliminating and reconciling intercompany transactions and balances
  • Coordinate the planning process for Corporate, including loading data, posting entries, reviewing results and preparing cash flows for several entities
  • Prepare monthly and quarterly analysis of consolidated P&L results, summarizing and interpreting analysis provided by the Divisions
  • Prepare monthly variance analysis for the Corporate balance sheet
  • Prepare monthly working capital flash report, coordinating inputs from the Divisions
  • Support the incentive compensation process by preparing charts, calculating payout percentages and projections and maintaining efficient models
  • Document processes and procedures
  • Bachelor’s degree in accounting required. MBA or CPA preferred
  • 5-7 years of experience in accounting and finance. Experience in a global manufacturing environment preferred
  • Solid understanding and application of accounting principles, financial statement preparation and analysis
  • Critical thinker with proven problem solving skills
  • Attention to detail and quality
  • SAP ECC6 experience (FI, CO, ECCS modules)
  • Hyperion (HFM) experience
  • Proficient user of computer systems with aptitude to learn new systems quickly and use multiple systems
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Lead Financial Analyst Resume Examples & Samples

  • Maintains a database for headcount, SOWs, and contractors
  • Provides decision supports (processing/tracking/reconciling) on Opex/CapEx invoices
  • Partners with Accounting in Lake Mary on month end close procedures
  • Utilizes Advertising Budget System (ABS) for commitment and invoice tracking
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Lead Financial Analyst Resume Examples & Samples

  • Prepare in-depth analysis and insights of Wireline teams as defined by the Service Delivery team
  • Perform ad hoc business case analysis, including creation of financial models and trending analysis
  • Analyze key performance indicators to identify underlying business concerns and guide executives on business decisions
  • Mentor others within the team on technical skills (i.e. VBA, database creation & management, advanced features/formulas)
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Lead Financial Analyst Resume Examples & Samples

  • Develop the Business Plan, Commitment View, and Best View, including analysis, distribution and recommendations for management reviews
  • Develop and analyze economic drivers of the business client (e.g. customer churn)
  • Evaluate content deal memorandums to understand impact on the business
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Gmca Lead Financial Analyst Resume Examples & Samples

  • Responsible for GMCA consolidated forecast reporting and non-personnel expense forecast
  • Analyze costs and understand business drivers and levers to influence efficiencies
  • Strong organization skills and ability to manage/sequence many deliverables
  • Strong written and oral communications skills with excellent attention to detail
  • SAP/eLedger/Hyperion
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Lead Financial Analyst Resume Examples & Samples

  • Play a lead role in the annual planning and forecasting processes for the function, working closely with finance colleagues to ensure alignment of plans within overall firm planning parameters
  • Direct oversight for project analysis and reporting to stakeholders, including monthly line manager reporting, comparison of actual to budget
  • Managing resource (FTE) supply and demand from IT management and collaborate with internal recruiting and PMO teams to ensure compensation planning/budget is aligned
  • Assume responsibility for “data stewardship” for IT cost data, including identification of gaps and inconsistencies, with a goal of improving data quality for more accurate reporting
  • Connect the financial budget and reporting processes back to IT organization's catalog of services provided to the business in order to reflect the technical cost of those services
  • Actively participate in Finance-led change initiatives that will directly impact IT Function (Intercompany Pricing/Allocations, FIM reporting/Business Intelligence, Value Metrics Reporting)
  • Tenacity, willingness to work in an iterative environment
  • Excellent oral and written communication skills; comfort with highly virtual work environment, including teleconference, and video conference
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Lead Financial Analyst Resume Examples & Samples

  • The incumbent will support the regulatory reporting preparation and filings
  • The incumbent will work/support Entity Submissions & Consolidations process through which information for some of the External Reporting / Regulatory Filings is gathered for various entities / markets across AXP. The process involves both preparation and consolidation of entity submissions
  • The Entity Submissions & Consolidations team provides support for the standard submissions to all the entities / markets and is responsible for review of the submission to ensure completeness, correctness & adherence to timelines. The consolidated information is shared with the External Reporting team & also consumed internally for regulatory reports preparations
  • Incumbent is expected to understand reporting requirements of various submissions applicable to entities
  • Follow the established controls and checks to ensure integrity of the information collected including documenting process/entity specific knowledge
  • Collaborate with multiple partners across Controllership, Business Unit and other organizations to source information and deliver on customer expectations
  • The incumbent will be required to participate in standardization and continuous improvement initiatives as well as other business partner initiatives
  • The incumbent shall ensure that all deadlines are continually met
  • This position will be required to support various initiatives undertaken by the management from time to time and accordingly, the job role may undergo a change, to align with those initiatives
  • Commerce graduate or MBA with 1-2 years of prior experience in financial accounting or reporting processes
  • Good understanding of basic accounting principles
  • Should be self-driven, team player, have analytical skills and inclination for process improvement
  • Should have good communication and interpersonal skills
  • Must be proficient in MS Applications such as Word, Excel and Power Point
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Lead, Financial Analyst Resume Examples & Samples

  • Identify trends in expenses, utilization, medical quality, and other areas
  • Implement and monitor effectiveness of these solutions
  • Investigate variances and derive solutions to cost increases and quality issues
  • Meet deadlines and turnaround times set by managers and department director (these deadlines and turnaround times will, at times, require the employee to work until the project is completed, meaning extended daily work hours, extended work weeks, or both)
  • Mentor and supervise day to day responsibilities of a minimum of two finance staff
  • Must use their knowledge and expert understanding of financial, clinical and other information generated by numerous sources to identify opportunities to improve clinical and financial performance
  • Perform cost/benefit analysis
  • Perform statistical analyses, and then be able to explain this analysis to a non-technical audience of both internal and external customers and, at times, senior management
  • Responsible for the distribution of work assignments for their team as well as workflow management within their team
  • Serve as a process expert and provide training and support to other Financial Analysts
  • Bachelors Degree in Finance or related business field is required
  • Minimum of 5 years experience in financial and/or medical analysis
  • Experience in the health care industry preferred
  • Prior experience leading/supervising staff preferred
  • Demonstrate a high degree of professionalism, enthusiasm and initiative on a daily basis
  • Ability to work in a fast-paced environment a must
  • Ability to manage multiple tasks and projects, and forge strong interpersonal relationships within the department, with other departments, and with external audiences
  • Attention to detail is critical to the success of this position, with demonstrated competency in customer orientation and the ability to deal with ambiguity
  • Excellent planning, communication, documentation, organizational, analytical, and problem solving abilities
  • Advanced mathematical skills
  • Ability to interpret and summarize results of various analyses in a timely and meaningful way
  • Ability to effectively approach problem solving
  • Ability to re-engineer processes to positively impact productivity in terms of timeliness and accuracy
90

Lead Financial Analyst Resume Examples & Samples

  • Display effective communication skills
  • Coordinate with other departments, locations, and divisions
  • Communicate with other departments and/or outside agencies to resolve problems
  • Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines
  • Advise management of expected outcomes, and recommending ways to improve the outcomes
  • Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends
  • Communicate with management as to project status and completion deadlines
  • Perform financial and business related analysis
  • Analyze, evaluate and interpret appropriate financial and statistical data
  • Develop and/or document business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analyses
  • Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends
  • Analyze financial reports and records
  • Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures
  • Advise management of expected outcomes, and recommend ways to improve the outcomes
  • Independently pursue fundamental problem solving and documents the recommendations to management
  • Facilitate analysis and reporting
  • Develop and maintain spreadsheets and databases
  • Serve as a project lead for special projects within the department
  • Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution
  • Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established
  • Included in this process will be communication with management at the organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines
91

Lead Financial Analyst Resume Examples & Samples

  • Deliver insightful and timely quarterly and monthly financial reports
  • Perform ad-hoc financial analysis
  • Performs other job duties as required by manager/supervisor
92

Lead Financial Analyst Resume Examples & Samples

  • Utilize computer to input, retrieve or display accounting information
  • Utilize PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed
  • Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines
  • Make recommendations based on findings when necessary
  • Client focused with strong business acumen
  • Self-starter with the ability to work under pressure independently and as part of a team
  • Strong innovative problem-solving capabilities
93

Lead Financial Analyst Resume Examples & Samples

  • Communicate effectively. This position displays effective communication skills while performing the following functions
  • Coordinates with other departments, locations, and divisions
  • Communication with other departments and/or outside agencies to resolve problems
  • Communication with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines
  • Advising management of expected outcomes, and recommending ways to improve the outcomes
  • Conducting presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends
  • Communication with Management as to project status and completion deadlines
  • Performs financial and business related analysis
  • Analyzes, evaluates and interprets appropriate financial and statistical data
  • Develops and/or documents business policies, conducts special financial and business related studies and cooperates with other departments in the preparation of analyses
  • Conducts financial and business related analyses and research including the preparation of forecasts and/or analysis of trends
  • Analyzes financial reports and records
  • Advising management of expected outcomes, and recommend ways to improve the outcomes
  • Independently pursues fundamental problem solving and documents the recommendations to management
  • Facilitation of analysis and reporting
  • Utilizes computer to input, retrieve or display accounting information
  • Develops and maintains spreadsheets and databases
  • Utilizing PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed
  • Serves as a project lead for special projects within the department
  • Leading and documenting financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution
  • Coordinating activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established
  • Included in this process will be communication with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines
94

Lead Financial Analyst Resume Examples & Samples

  • Assist with the preparation of timely financial statements and operational reports
  • Assist with the coordination of the annual budget
  • Provide support for acquisitions and due diligence matters, capital and lending initiatives, and other ad hoc projects
  • Strong communication to effectively partner with all levels in the organization as well as external clients
95

Lead Financial Analyst, Global FP&A Resume Examples & Samples

  • Provide in-depth financial analysis and prepare high-quality presentation material to support executive meetings, ongoing corporate/finance strategy development, and other ad hoc management requests
  • Focal point to coordinate and prepare monthly corporate financial analysis on key items of P&L, balance sheet, and cash flow to better understand company financial performance and variances between actual, forecast, and budget
  • Liaison of FP&A group to continuously engage and interact with variety of business stakeholders to keep updates of business trends, validate business drivers, and support the maintenance and continuous improvement of the corporate finance model
  • Lead and/or actively participate in FP&A and other Finance initiatives to drive for continuous improvements and process efficiencies
  • Offer assistance to Forecasting and Budgeting team and Management Reporting team to support closing activities and provide coverage as needed
  • Lead annual budgeting process for corporate center to drive a $0 based budgeting model thru the organization, using existing tools/systems to gain efficiencies
  • Assist in the annual corporate capital planning process
96

Lead Financial Analyst Resume Examples & Samples

  • Responsible for the financial modeling of the Online Payroll business and all Payroll COGS (properly forecast and understand trends impacting new subscriptions and customer retention)
  • Analyze business performance, highlighting risks and opportunities, and present key findings
  • Perform month/quarter end close (model actualization, variance explanation), quarterly forecasting, and ad hoc business performance requests from leadership
  • Own end-to-end Online Payroll audit/SOX deliverables
  • Identify and create process improvements to drive efficiency and accuracy in financial processes
  • Collaborate across with other financial groups within SBG and across Intuit to ensure end to end coverage of financial plans are addressed
  • Successful candidate will be expected to be a thought partner and actively look to drive the growth of the business
  • Minimum 5-8 years’ experience as a financial analyst at a software/payroll company
  • Expert in financial modeling using Excel, forecasting tools, and reporting and analysis tools, such as Hyperion/Essbase and Business Objects
  • Strong accounting knowledge especially in a software/SAAS environment
  • Grace under pressure with a good sense of humor and dose of humility
  • Degree in Finance, Accounting or Business from a top university; MBA preferred
97

Lead Financial Analyst Resume Examples & Samples

  • Assist in Budget submission reporting including uploads to Essbase and Hyperion Planning for reporting purposes
  • Ensure Budget submissions align with changes in reporting requirements as well as Corporate Guidelines
  • Participate in the annual and qtrly Outlook process to better inform the true risks and opportunities seen at the market/field level vs the tops down VZW view
98

Lead Financial Analyst Resume Examples & Samples

  • Elicit requirements from key stakeholders by conducting interviews or determining needs based off of prior experience
  • Demonstrate the ability to conduct data analysis on the underlying reporting and source systems
  • Exhibit familiarity in using multidimensional and relational reporting systems for analysis
  • Develop and execute test cases while assisting business users during user acceptance testing
99

Lead Financial Analyst Resume Examples & Samples

  • Support Medication Adherence Finance Manager with FP&A activities
  • Prepare all FP&A presentation material for Executive Reviews, BOD, Budget Reviews, Investor site, etc
  • Coordinate the Monthly forecast cycles and annual planning process
  • Support functional groups in managing P&L expenses, detailed analysis & budgeting
  • Assist in the maintenance of company reporting tools
  • Engage in ad-hoc analysis / special projects
  • Research and recommend new or improvements to processes
  • Build financial models to support the financial planning of the business
  • Manage and maintain TM1 system for forecasting and reporting of financials
  • Strong proficiency with MS Excel and PowerPoint
  • Self-starter with a positive attitude
  • Must be an organized thinker with a strong process background and excellent analytical skills
  • Must be able to effectively communicate with all levels of staff
  • Have strong work ethic, patience and customer service orientation
100

Lead Financial Analyst Resume Examples & Samples

  • Build annual project budgets/plans and forecasts around portfolio strategic initiatives and project plans. Identify and analyze business drivers, labor and other cost trends, project savings, and capital
  • Provide business partnership to the PMO and project managers. Develop and manage/nurture relationships with project managers and provide financial oversight. Advise the PMO and management team on resource allocation, balancing budget needs and meeting targets, and overall financial issues. Look for opportunities for financial process improvements
  • Manage overall project portfolio budget, including labor cost and capital expenditures. Track realized project savings on an ongoing basis. Alert management on budget and savings risks and recommend solutions. Maintain data in various tools including Planview and Hyperion Essbase
  • Support month end close (including year-end) and reporting activities, including consolidating accrual entries and reclasses. Consolidate actual results, track approved project funding, and perform variance analysis vs. Plan and forecast. Provide insightful expense reporting and actionable variance analysis
  • Support business case development by working with the PMO and HCQA Finance team to build financial models, review and evaluate requests (including ROI), validate assumptions (costs, capital, and savings), update existing business cases, and ensure governance process is followed
  • Coordinate with other Finance areas, including Enterprise Portfolio Governance group within Corporate Finance
  • Manage operating dashboard reporting for HCQA by coordinating and consolidating reporting from business owners
  • Support HCQA Finance team as needed on overall planning, monthly close and reporting, and other projects
  • Strong interpersonal skills and ability to build relationships
  • Team player who enjoys collaborating with other individuals who have diverse set of talents
  • Ability to explain finance concepts and concisely communicate key financial themes to non-finance business people
  • Ability to influence business decisions using persuasive analysis and experience
  • Effectively plan, organize and prioritize work
  • Experience in and strong ability to turn data into actionable insights
  • Enjoy learning new things and strong ability to obtain and process information
  • Advanced Excel skills. Proficiency in PowerPoint, Word, and Outlook. Experience in Hyperion Planning and Essbase preferred. Familiarity with Planview a plus
101

Lead Financial Analyst, Consolidations Resume Examples & Samples

  • Research and prepare evaluations on a variety of projects/problems (financial, statistical, operational and cost/benefit analyses)
  • Develop financial models; collect and evaluate data, analyze results
  • May gather, analyze, prepare and summarize recommendations for financial plans
  • Design and produce analyses/reports for department and/or management
  • Follow and conduct audit processes and review internal controls to ensure financial transactions are accurate, timely and comply with accounting standards, principles and company policy
  • Provide policy guidance and interpretation to ensure financial records are consistent and comply with company policies and GAAP
  • Summarizes and presents complex financial information to senior management
102

Lead Financial Analyst Resume Examples & Samples

  • Perform financial planning, budgeting, forecasting and analysis, including comparison of financial estimates vs. budgets and related risks and opportunities
  • Prepare blueprint and monthly / quarter reviews
  • Support quarter and year end closing and reporting
103

Senior / Lead Financial Analyst Resume Examples & Samples

  • Acts as a lead contact for IT Organization(s) on all budget and expense issues
  • Develop a detailed appreciation for expense drivers within areas(s) supported. Drive transparency and education where needed
  • Communicate with management and customers on all budget, forecast, actual expense variances
  • Own the monthly close cycle for supported areas, maintaining backup and submitting journal entries to insure accurate expense recognition
  • Assist with managing expense submission process to financial reporting teams
  • Assist with SOX control testing, audit requests, unit cost reporting, and bench-marking studies
  • Monitor and analyzes expense allocation results to business lines and products
  • Prepares complex reports/analyses for management decision making information on expense allocations
  • Partner with IT, business and cost management team to identify and pursue cost savings opportunities
  • Establishes, modifies, documents and implements best practice methods and control procedures on expense allocations. Collaborate and document standard work with other members of team
  • BA/BS in Finance/Accounting
  • 5-10 years in finance related area, budgeting, and expense
  • PC Skills, including strong Microsoft Excel required, MS ACCESS knowledge is a plus; PeopleSoft and Hyperion
  • Shares technical expertise with others. Recommends process improvements
  • Provides functional advice or training to less experienced financial analyst’s jobs. Participates along with other senior analysts and managers in advanced problem solving and complex analysis
  • Ability to work both independently and in a team environment
  • Ability to lead and be a resource for other team members to go to
  • Strong interpersonal skills to effectively work with other departments and customers
104

Lead Financial Analyst, Applications Resume Examples & Samples

  • As a Lead Financial Analyst you will participate in various responsibilities including
  • Support the execution of key financial targets and metrics through the implementation and coordination of proactive processes, dashboards and measurements
  • Participate in the annual financial planning processes, ensuring effective and timely coordination with various business units and global functions
  • Lead and participate in various corporate reporting and centralized HQ activities for NA Apps
  • Assist with the financial presentations to the business unit EVP and the preparation of quarterly reporting schedules. Provide periodic and ad-hoc financial analyses and reporting in support of executive management
  • Prepare and review relevant financial analyses comparing actuals to forecasts and budgets. Understand and create schedules that bridge management reporting
  • Software Industry Experience
  • At least 2+ years of relevant experience
  • *All Qualifications are preferred****
105

Lead Financial Analyst Resume Examples & Samples

  • Bachelor’s degree in accounting or
  • Bachelor’s degree in non-accounting discipline with adequate accounting course work including intermediate accounting and other upper level financial and accounting courses
  • Complete understanding of double entry accounting and an operational understanding of routine accounting functions
  • Working knowledge of personal computer applications and spreadsheet analysis
  • Ability to handle a large number of tasks and projects at one time
  • Ability to communicate well orally and in writing and proven analytical and organizational abilities
  • Computer proficiency, particularly Microsoft Outlook, Word, Excel
  • Three (3) years of experience in healthcare finance/accounting, or related field (Preferred)
106

Lead Financial Analyst Resume Examples & Samples

  • Lead economic analysis on all programming deals for AT&T content distribution platforms (e.g, DIRECTV, U-verse and DIRECT NOW)
  • Review programming contracts to identify elements with economic impact and translate contractual language into financial models
  • Model scenarios and alternative deal structures and provide recommendations to improve economic value
  • Work closely with the content team and leadership to inform and influence the programming deal negotiation process
  • Provide financial thought leadership to the content team on deal negotiation and packaging economics
  • Develop business cases and evaluate economic impact of new content offers
  • 5+ years of experience in Financial Analysis, business modeling and forecasting
  • Proficiency with Microsoft Office (Excel, Word, PowerPoint)
  • Ability to communicate complex ideas simply and concisely
  • MBA in finance, CFA or CPA strongly preferred
  • Prior experience in mergers & acquisitions, corporate strategy, business case development a plus
  • Can thrive in a fast-moving, dynamic environment
107

Lead Financial Analyst Resume Examples & Samples

  • Budget Management
  • Effective Presentations
  • Financial and Accounting Systems
  • Financial Forecasting and Modeling
  • Financial Record Keeping
  • Institutional Finance
  • Managing Expenses and Finances
108

Lead Financial Analyst Resume Examples & Samples

  • Bachelor's degree (Finance or Accounting preferred) or equivalent experience
  • A minimum of 3 years of financial related experience is preferred, ideally in the insurance/financial services industry
  • Solid understanding of accounting/finance knowledge and skills is required
  • Ability to work with management and key stakeholders in SBU/Corporate Departments
109

Lead Financial Analyst Resume Examples & Samples

  • Develop, maintain and update detailed planning and forecasting models for FP&A
  • Provide actionable insights to the content ops team to identify opportunities to reduce programming costs
  • Execute month close including accrual of actuals, variance and trend analyses
  • Develop periodic forecast updates, annual financial planning and 5-year plan updates
  • Partner closely with the controller and supplier payments teams to ensure accuracy of booked financials
  • Review programming contracts to ascertain that the economics are translated correctly into financial models
  • Support management reporting including leadership reviews
  • Develop metrics and scorecards to monitor and improve profitability trends
  • 5-7 years of experience in Financial Analysis, modeling and forecasting
  • MBA in finance and/or CPA strongly preferred
  • Experience with providing CFO support to a business unit
  • Previous experience or understanding of content economics highly desirable
110

Lead Financial Analyst Resume Examples & Samples

  • Explanation of Change (EOC) - Prepare the monthly, quarterly and full year consolidated EOC's and maintain related templates. -Coordinate submission of division EOC's, analyze inputs and write commentary explaining business reasons for variances
  • Capital Spending Analysis and PAR Review - Monitor capital spending against plan/forecast and work with Managing Authorities and Project Managers to initiate projects timely and within plan/forecast
  • Review PARS to ensure they are complete with appropriate documentation and analysis prior to submission to Corporate Senior Management for approval
  • Corporate Planning, Analysis & Reporting – Coordinate the preparation and prepare the analysis of the annual plan and quarterly forecasts for Corporate, including providing training and assistance to cost center managers
  • Analyze monthly and quarterly actual results against plan/forecast and provide succinct explanations of variances
  • Coordinate the global planning and forecasting process by preparing timelines and assumptions, monitoring Division submissions/loads, consolidating and analyzing the results and reporting
  • Working Capital Reporting – coordinate Division submissions and prepare the consolidated monthly working capital reports and quarterly working capital trend and ROTCE analysis reports, providing appropriate analysis
  • 5-7 years of experience in accounting and finance. Experience in a global manufacturing environment and SAP experience preferred
  • Solid understanding and application of basic accounting principals and financial statement preparation and analysis
  • Strong verbal and written communication skills with all levels in the organization
  • Proficient user of computer systems, including Excel, Sharepoint and SAP
  • Strong analytical skills and financial business modeling skills
111

Lead Financial Analyst Resume Examples & Samples

  • Business Analysis
  • Market Analysis
  • Statistical Analysis
  • Performing detailed monthly financial analyses
  • Partnering with leadership to understand business goals and targets and associated risks and opportunities
  • Establishing strong partnership with all team members, including the DIRECTV NOW operations team
  • Identifying and interpreting implications of drivers and trends for business strategy
  • Performing ad hoc analyses to identify operational risks and opportunities and provide appropriate recommendations. Examples include pricing optimization, customer lifetime value, profitability analysis, subscriber economics
  • Business case development to assess financial implications of Acquisition and Retention offers
  • Developing and managing DIRECTV NOW financial forecast model
  • 3-8 years relevant experience; MBA strongly preferred
  • Innovative, well-rounded, forward thinker
  • Strong interpersonal, written, and oral communications skills
  • Strong understanding of financial indicators, metrics, and analytical techniques
  • Comfortable working with cross-functional teams in a fast-pace and sometimes unstructured environment
  • Demonstrated ability to manage multiple competing priorities simultaneously and drive projects to completion
  • Proactive and self-motivated
112

Lead Financial Analyst Resume Examples & Samples

  • Deliver accurate financial reporting metrics by analyzing financial data, performing complex data entry, verifying accuracy and collaborating with senior leadership as needed
  • Deliver effective decision-making support by analyzing complex financial information, forecasting business, industry and economic conditions and presenting implications and innovative solutions to senior management
  • Optimize individual and department efficiency by identifying information sources, testing financial analysis models and gathering reference information to ensure business growth and development
  • Develop knowledgeable recommendations that assist senior leadership in decision making by serving as a functional and technical expert and analyzing financial performance to align budget guidelines and strategies with business requirements
  • Implement team member development by assisting with integration of new associates, sharing knowledge, resolving questions and providing recommendations on best practices within area of responsibility to support the achievement of business objectives
  • Collaborate with key stakeholders to identify and utilize investment opportunities by interpreting financial investment data, performing trend analysis, evaluating economic influences and identifying potential risks
  • Provide personalized and quality service by communicating with internal customers to address financial and budget practice questions, issues and concerns and ensure understanding of program components
  • Drive continuous improvement by reviewing team financial analyses, evaluating gaps and communicating feedback to ensure accurate research, implementing best practices and delivering sound reports
  • Facilitate the management of budgeted resources by anticipating expenditures, accurately forecasting resource needs/costs and properly accounting for expenses to meet requirements and achieve fiscal responsibility
  • Advanced knowledge of Microsoft Excel and PowerPoint
  • Working knowledge of budget financial analysis and financial modeling
  • Working knowledge of operational efficiency principles and best practices
  • Applied knowledge of financial operations
  • Working knowledge of Microsoft Office Suite
  • Analyze information and use logic to address work-related issues and problems
  • Enter data in an accurate and timely manner
  • Appropriately prioritize assigned tasks
  • Understand the needs and goals of customers and actively look for ways to meet them; escalate issues when necessary
113

Lead Financial Analyst Resume Examples & Samples

  • Responsible for the global financial planning, forecasting, monthly close, and reporting processes
  • Provide strategic business partnership with the Managed Services groups to support achievement of their objectives
  • Prepare analysis of cost drivers to ensure alignment of service costs with the businesses, and ensure that consumption data and metrics are accurately maintained
  • Prepare business cases to support capital investments
  • Identify cost savings and process improvements
  • Ad hoc projects, as assigned
  • Bachelor degree in finance or accounting, CPA or MBA preferred
  • 6+ years of progressive experience in financial analysis, FP&A experience a plus
  • Advanced Excel and modeling skills
  • Experience with Hyperion, Essbase and SAP
  • Demonstrated skills in problem solving and analytics
  • Proven ability to interact with business partners and influence outcomes
  • Effective communication and presentation skills
  • Highly motivated with ability to drive results; desire to make a difference
114

Lead Financial Analyst for BPS Resume Examples & Samples

  • Consults with business leaders to guide and influence strategic decision-making within a broad scope
  • Leads business initiatives, typically leading analysts across multiple sub-functions within finance
  • Excellent analytical skills
115

Lead Financial Analyst Resume Examples & Samples

  • Provide KPIs reports for all factories of Steam Power System Global Supply Chain worldwide (Inventory, OTD, Recovery hours, actual vs as sold/handbook per product, lead time, input/output model)
  • Drive Data quality improvement throughout the organization through systematic review and scorecards,
  • Provide templates for the all factories worldwide to support yearly physical inventory
  • Perform ad-hoc Balance Sheet (eg. on slow moving items) and Project analysis,
  • Partnering
  • With Central Finance team and GSC team to help identify key areas of improvement on cash and profitability for the business,
  • With the factories to provide them the key analysis which will help them to improve their usage of ERP,
  • With Gas & Services ERP teams to ensure consistency and cross-fertilization in data and KPIs,
  • With India team to make sure that the local team can benefit from the improvements
  • With the Sourcing team to benefit from current Sourcing KPis already implemented
  • CA / MBA from a reputed university
  • Strong in usage of tools (ERP, MRP, Planning tools)
  • Minimum of 5 years Finance, controlling and ERP background
  • Chartered Accountant/ MBA finance
  • Minimum of 5 years minimum energy industry experience
  • Six Sigma certified (GE Employees Only)
  • Demonstrated written and verbal communication skills
  • Very strong Ability to work in cross-functional, multi-site global team environment
  • Demonstrated technical aptitude & business acumen
  • Demonstrated motivation and influencing skills
116

Lead Financial Analyst, GTO Resume Examples & Samples

  • Provide comprehensive financial leadership in support of GTO management and peer Finance organizations
  • Perform detailed analysis of financial and operational performance with limited direction including but not limited to revenue, expenses, margins, sales, and variance / trend analysis
  • Design, develop, and implement forward-looking financial models, develop business cases, key analytics, and ad hoc analyses to support business growth and improved financial performance
  • Advise department leadership on expense management through identifying key cost drivers, problem areas, and providing financial support / measurement of key initiatives
  • Proactively identifies and drives improvement opportunities for Finance organization and works closely with internal team and external clients to ensure improvement opportunities are implemented effectively and timely
  • Accountable for timely and accurate development and maintenance of operating budgets and forecasts that are typically highly complex and requires identifying and collecting relevant information from multiple organizations including Finance, Sales, Marketing, and Human Resources. Develop and build strong partnerships with key points of contact in external organizations
  • Lead projects and initiatives that span across financial and business areas often with other Finance teams including Regional Finance, Sales Analytics, FP&A Operations, Business Planning, and Commission Operations
  • Create internal management reports for monthly, quarterly and yearly financial results and prepare commentaries for senior management
  • Develop and Implement process improvements
  • Conduct monthly meetings with Business Partners/Leads to review financial performance and help drive future results
  • Bachelor's Degree in Accounting, Finance, Economics, related field or equivalent experience required
  • MBA and/or professional certification (e.g. CPA, CMA, CFA) preferred
  • 5 - 10 years financial analysis experience required
  • High level of proficiency in Microsoft Office, especially in Excel, Access, and PowerPoint
  • Self-starter who can work in a fast paced, quickly changing, and high pressure environment
  • Demonstrated experience in continuous improvement initiatives, root cause analysis and project management
  • Ability to work independently, communicate effectively and concisely, demonstrate high level of personal accountability, lead collaboratively, and apply critical thinking and sound judgment when faced with unstructured situations
117

Lead Financial Analyst Resume Examples & Samples

  • Strong accounting, analytical, organizational, time management, and verbal and written communication skills
  • Demonstrated knowledge and skills in computerized financial software, as well as understanding of research administration processes
  • Knowledge of OMB Uniform Guidance [2 CFR 200] and its predecessors OMB Circulars A-110, A-21, A-133, A-122; FAR, PHS Guidelines, DS2 regulations, private agency guidelines, costing principles, and University procedures
  • Software skills in Excel and Word
118

Lead Financial Analyst Resume Examples & Samples

  • Five years experience in accounting, financial analysis, modeling, or financial reporting
  • Strong decision making skills
  • Excellent desktop skills (Excel, Word, PowerPoint, MS Access
119

Lead Financial Analyst Resume Examples & Samples

  • Ensure accurate and timely financial data is available to support customer’s requests and decision making
  • Financial consolidation and related analytics of the global annual budget and forecasts to include income statement, balance sheets and cash flows
  • Preparation of Board of Directors meeting materials for quarterly meetings
  • Assist in the preparation of the quarterly SEC filing of the 10Q and annual 10K, including earnings call presentation
  • Preparation of the monthly Global Leadership Team (GLT) financial presentation
  • Special Projects and ad hoc requests as needed
  • Four-year college or university degree in Finance or Accounting
  • Five to Eight years experience in a similar role
  • Hyperion software knowledge a plus
  • Self-starter, ability to work with minimal supervision
  • Ability to analyze large amounts of data
  • Experience with financial data warehouse systems, including an understanding of their development and structure
  • Ability to present / interface with a high level of professionalism
  • Ability to handle multiple assignments simultaneously
  • Aptitude to excel under pressure to meet deadlines along with instances of last minute changes
  • Ability to work in ever-changing environment, while being able to manage deadlines
  • Strong communication skills to engage with international network of finance & controlling community
120

Lead Financial Analyst Resume Examples & Samples

  • Provide ownership of critical elements of the closing, mid-month reporting, forecasting, and annual Profit Planning processes
  • Analyze operational and financial data, investigate variances, identify business drivers, and evaluate their impact on planned objectives. Document meaningful variance analysis commentary for management
  • Serve as a business partner when analyzing specific segments of the income statement or balance sheet, identifying risks and opportunities to drive decisions and management action
  • Manage accounting and planning for the regional warranty expense. Work with the regional quality and warranty team to anticipate future claims and properly account for warranty costs
  • Manage the monthly reporting and forecasting of regional sales rebates, regional warranty, FAS 151, and working capital metrics
  • Lead all internal controls processes for the regional headquarters ledgers such as action closure from audits, Design Self Assessments (DSAs), and system access reviews. Contribute to the execution and monitoring of the same processes for the Americas region
  • Support the preparation and communication of insightful analysis for monthly management reviews. Organize and deliver appropriate management reports to senior leadership
  • Perform journal entries and account reconciliations for headquarters ledgers as needed
  • Bachelor’s degree in Business, Finance, or Accounting from an accredited institution
  • Minimum 2 years of professional experience in financial analysis
  • Understanding of GAAP and standard cost accounting experience preferred
  • Background in industrial manufacturing industry highly preferred
  • CMA/CPA/CFA designation
  • Superior analytical and thinking skills; intellectual rigor and curiosity; problem-solving capability
  • Strong written communication and oral communication skills required, must be able to gauge the needs of a variety of internal customers and adapt delivery style or level of detail as appropriate
  • Highly motivated, works with a sense of urgency, driven to add value and deliver results
  • Results-oriented, dependable, and personally accountable for work quality and timeliness
  • Focused, excellent organization, multi-tasking, and prioritization skills
  • Attentive to detail, personally committed to work quality and able to learn from mistakes
  • Strong interpersonal skills and organization savvy required: teaming, collaborating, coaching, challenging assumptions and giving corrective feedback with tact and respect, sharing knowledge
  • Ability to work independently and with a team; to communicate articulately, confidently, and professionally across many organizational levels; and effectively build rapport with stakeholders
  • Ethical; operates with high regard to integrity and trust
  • Change agent; demonstrated ability to improve processes and eliminate waste; Six Sigma or Lean experience desired
  • Business acumen and strategic thinking skills
  • Customer focus (internal and external customers)
  • Intermediate to expert level proficiency in Microsoft Excel and PowerPoint
121

Lead Financial Analyst Resume Examples & Samples

  • Oversight of Vehicle Group technology ledger including monthly forecast reviews, month-end closing processes, balance sheet reconciliations and preparation of profit plan
  • Works collaboratively with budget owners and program managers to track and monitor spending against key programs
  • Manages all financial processes relating to the VG and Industrial Sector Engineering Center of Excellence including overseeing department budgets, developing labor rates, preparing spend vs billing analysis, analyzing demand by resource and skillset and calibrating demand across the organization
  • Drives program accounting practices across the Vehicle Group regions and product lines. Consolidates R&D spending summaries for Industrial Sector
  • Oversee Vehicle Group accounting practices to ensure adequacy of company government accounting and business systems and implement corrective actions proactively to address gaps and/or non-compliance
  • Complete closing requirements for government contracts including contract billings, monthly reporting and timecard audits. Complete annual requirements including incurred costs submissions, provisional labor rate calculations and labor rate true-ups. Review of all claims to ensure compliance and to obtain cost recovery consistent with regulations and standards
  • Work closely with accounting staff, contract teams, company attorneys, and compliance to ensure that company proposals, billings and claims comply with Government contract cost accounting regulations and that costs charged to the Government are allocable and allowable
  • Review Vehicle Group accounting practices to ensure adequacy of company government accounting and business systems and implement corrective actions proactively to address gaps and/or non-compliance
  • Supports compliance Work collaboratively with Vehicle Group Sarbanes Oxley Manager to respond to audits by Government oversight agencies
  • Maintain awareness of issues concerning FAR, DFAR and CAS, disseminating guidance and embedding within policies & procedures as appropriate
  • Engage with broader Eaton Government Contracts organization, including accounting, contracts, and compliance to share best practices
  • Bachelor’s degree in Accounting, Finance or Economics from an accredited institution is required
  • Minimum 3 years finance or accounting experience is required
  • Master's degree in Business Administration or Finance
  • Government accounting or contracts experience a plus
  • Public accounting or audit experience a plus
  • Department of Energy or Department of Defense background a plus
  • Experience with DFT
  • Must have attention to detail and sound analytical skills, ability to interpret/communicate financial information
  • Ability to prepare audit reports
  • Ability to operate across a matrix organizational structure
  • FAR and CAS knowledge, and other related Federal government regulations
  • Familiarity with DCAA and DCMA regulations and procedures and experience with DCAA audits
  • Creates, promotes and sustains a high performance culture
  • Continuously raises the performance bar for the Finance organization
  • Acts as a business partner – sees the big picture
122

Lead Financial Analyst, Global Operations Resume Examples & Samples

  • Lead the Inter-Company transfer prices process, coordinating with finance partners across the globe
  • Lead collaboration with business partners to develop and refine reporting requirements
  • Perform variance analysis for operations functional areas between actual, budget and latest forecast as well as periodic variance analysis including detailed commentary on key variance drivers
  • Assess current processes, tools and methodologies used to assist with transfer pricing processes. Recommend and implement improvements
  • Perform trend analysis, what-if scenario, and strategic decision support
  • Apply data mining techniques to unstructured data sets and information fact-checking on reports received
  • Responsible for extracting and presenting data for decision support purposes
  • Prepare detailed reporting for senior management
  • Partner with other departments to ensure that project and reporting deadlines are met
  • Bachelor’s degree (or equivalent) in Finance or similar and 5 - 8 years of relevant experience in a manufacturing environment is required. Related experience may also be considered
  • Previous experience in budgeting, forecasting and variance analysis
  • Must possess advanced Excel, PowerPoint, Hyperion and Essbase skills
  • SAP experience strongly preferred, preferably gained as part of a successful implementation or upgrade of a SAP system
  • Excellent verbal, written and interpersonal communication skills with the ability to interact effectively at all levels within the organization
  • Strong organizational skills with the ability to multitask and prioritize workload in a fast-moving environment
  • May be required to stand, walk, stoop; bend; kneel; and climb steps
123

Lead Financial Analyst Resume Examples & Samples

  • Excellent communication skills (oral & written)
  • People and results-oriented
  • Need to be able to prioritize in a fast paced environment, adapt to changing priorities, meet deadlines and work well under pressure
  • Solid analytical and problem-solving skills including problem identification, analysis, action and execution
  • Ability to memorize a great deal of financial/mathematical related numbers and data
  • Ability to apply solid reasoning and common sense to everyday problems and situations requiring financial analysis
  • Comfortable interacting with senior level managers. Business Understanding
  • Understand the business model of a shared service environment
124

Lead Financial Analyst Resume Examples & Samples

  • Develop and produce management reporting and analysis for monthly and quarterly expense results
  • Consolidate and analyze monthly expense forecast submissions
  • Manage the annual expense modeling process
  • Play a key role in the annual expense budgeting process
  • Develop expense forecast models and processes to support an 18 month rolling forecast
  • Prepare support materials for quarterly earnings
  • Prepare executive presentations
  • Develops expense allocation methodologies. Monitors and analyzes expense allocation results to business lines and products
  • Acts as lead contact for service units on all budget and expense allocation issues, technical review and support. Effectively communicates with management on all budget, forecast, actual variances
  • Prepares complex reports/analyses to summarize current and projected financial information
  • Partner with business and cost management team to identify and pursue cost savings opportunities
  • Assists in preparation of reporting and management decision making information on expense allocations
  • Establishes, modifies, documents and implements best practice methods and control procedures on expense allocations
  • Assist in ongoing process improvement initiatives as well as other ad-hoc reporting tasks and special projects
  • Responsible for ensuring expense allocation activities are in compliance with SOX and audit standards
  • BA/BS in Finance/Accounting/related field, 4-6 years in finance related area, budgeting, and expense
  • PC Skills, including strong Microsoft Excel required, ACCESS knowledge is a plus; PeopleSoft and Hyperion skills beneficial
  • Ability to work under pressure, manage multiple tasks at once and still meet deadlines
  • A self-starter, self-motivated, self-disciplined and performance driven
  • Shares technical expertise with others. Recommends process improvements. Provides functional advice or training to less experienced financial analyst’s jobs
  • Participates along with other senior analysts and managers in advanced problem solving and complex analysis
  • Critical Thinking: Ability to reach well-reasoned solutions and solve problems through a thoughtful process of analyzing data
  • Team Mentality: Partner effectively to drive and execute on common goals
  • Business Acumen: Appreciate and understand the financial services industry
  • Learning Agility: Open to new ways of thinking and acquiring new skills to retain a competitive advantage
125

Lead Financial Analyst Resume Examples & Samples

  • Minimum years of experience required 1-3
  • Type of work experience required: Finance/Operations/Business
  • Supervisory/Management experience required None
  • Finance Major - desirable
  • Microsoft Excel Advanced level
  • SQL querying
  • Microsoft Access Mid to Advanced Level
  • Education: Finance/Operations/Business
  • Experience 1- 3 years of related experience
  • Experience Minitab
  • Experience Six Sigma Green Belt
  • 15- 20 %
126

Lead Financial Analyst Resume Examples & Samples

  • Answers complex compensation inquiries from sales representative submitted cases
  • Reviews and approves payroll submissions for 26 yearly variable compensation eligible pay dates
  • Primary contact for terminated sales representatives on final settlement inquiries
  • Performs analysis related to transactional data and other ad-hoc requests as needed by the department or requested by business stakeholders
  • Manages 1 direct report and drives Thomson Reuters culture and behaviors
  • Maintains compliance with SOX for payroll and payroll reconciliation departmental controls
  • Oversees month end & planning activities
  • Leads and organizes meetings
  • Interprets and applies compensation plan rules to daily transactional work
  • Accurately calculates BAR adjustments based on appropriate compensation plan rules
  • Escalate exceptions to supervisor as appropriate
  • Accurately interprets and applies Special Offer and Special Handling files based on documented workflow and compensation plans
  • Proactively identifies and communicates transactional data issues to management
  • Understands and communicates the impact to TR of transactional or system issues
  • Collaborates across SCA functional boundaries to ensure the accuracy and timeliness of the transactional process
  • Accurately ensures consistent application of crediting rules
  • Provides customer focused, professional and proactive communication to internal teams and external customers
  • Assists in maintaining department documentation on an as-needed basis
  • Handles more complex transactions, which require solving problems and interacting with the customer. These may be one time in nature including incentives or promotions or unique to the traditional workflow
  • Proactively and independently conducts research, can determine the nature of issue and takes steps to resolve the issue
  • Utilizes Excel or PowerPoint to prepare analysis or charts for internal review or stakeholder presentation
  • Bachelor’s Degree required - in Business, Finance or Accounting preferred
  • 5 years of related experience
  • Proven analytical and critical thinking skills
  • Strong acumen and understanding of end-to-end systems and processes
  • Strong systems skills with proven ability to learn new applications and previous experience using SAP, Access, Excel, and Power Point
  • Strong organizational skills; ability to manage multiple projects with competing demands for resources
  • Ability to adapt to change
  • Strong communication skills; both verbal and written
  • Proficiency in working in a fast-paced, complex, dynamic, multi-cultural business environment
  • Flexibility, with the ability to work additional hours and in a variety of different business tasks as needed
127

Lead Financial Analyst Resume Examples & Samples

  • Partner with management, cross-functional Customer Experience teams, and senior finance personnel to understand strategic initiatives and how they impact the budget
  • Work with team members to effectively track results and explain variances on initiatives
  • Develop and maintain financial and demand forecasting models; collect and evaluate data, analyze results
  • Quarterly forecast updates and annual planning; effective communication and presentation of financial plan to senior management, with interpretation of strategic goals and detail needed to support achievement of those goals
  • Monthly financial reporting, variance analysis, and executive presentation
  • Dashboard maintenance and reporting for key financial performance metrics
  • Proactive identification of business risks and opportunities as well as possible solutions
  • Other miscellaneous financial project modeling, including ROI and NPV analysis, for a variety of projects related to sourcing, automation, and process optimization
  • Assist in generating and compiling management/executive reports, graphs and presentations, progress reports, or other ad hoc requests
  • Support and backup for monthly report consolidation activities and coordination/review of journal entries
  • Support and backup for monthly and year end accrual support; invoice management
  • Strategic project tracking and cost allocation maintenance