Senior Analyst, Financial Analysis Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the senior analyst, financial analysis job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

K Adams

Karlee

Adams

93942 Miller Passage

Dallas

+1 (555) 318 6635

93942 Miller Passage

Dallas

Phone

p +1 (555) 318 6635

Experience Experience

Detroit, MI

Senior Analyst, Financial Analysis

Detroit, MI

Murazik and Sons

Detroit, MI

Senior Analyst, Financial Analysis

Performs complex analysis to support forecasting for several aspects of the company's financial performance
Train and develop HR partners in finance concepts and processes to more effectively reach objectives relative to expense planning, tracking and management
Work in finance team and contribute ideas to improve areas of responsibilities
Develop strong relationships with the business providing them with direction, support and key financial input on operational decisions
Provide deal structure expertise & pricing recommendations that improve win rates, margin or ROI while mitigating
Provide meaningful input on future change initiatives and projects for the Controller’s function
Provides subject matter expertise to team members and various stakeholders across the organization for his/her assigned responsibilities

Boston, MA

Senior Analyst, Financial Analysis

Boston, MA

Bradtke, Hand and Gibson

Boston, MA

Senior Analyst, Financial Analysis

Make recommendations to the business to improve performance
Establish and develop strong working relationships and open communication with key stakeholders
Provide input to the Head of Strategy and Projects on the strategy, planning, organization, direction and control of the Financial Management function
Lead team of accounting professionals with emphasis on career development, functional execution, and continuous improvement
Responsible for performing special projects to improve process efficiency
Performs analysis to support forecasting for several aspects of the company's financial performance
Assist with management, driving, and prioritization of projects in the Controllers Initiatives Program

present

Chicago, IL

Senior Analyst Financial Analysis & Budget Mgmt

Chicago, IL

Rau LLC

present

Chicago, IL

Senior Analyst Financial Analysis & Budget Mgmt

present

Responsible for analyzing reports and highlighting or flagging unusual numbers or trends, which are likely to have significant impact on management decisions
Provides ad hoc financial support on special projects
Design, development & delivery of management reports. Responsible to initiate & execute process improvements and automation of reports, to eliminate manual effort and or inefficiencies
Provides business partner support and guidance to as it relates to actual versus forecasted spend
Preforms monthly closing activities
Responsible for preparation of annual business plan/forecasting; monthly financial reporting, quarterly updates and latest thinking
Work with key business partners to support development and implementation of business process improvements

Education Education

Bachelor’s Degree in Finance

University of Delaware

Bachelor’s Degree in Finance

Skills Skills

Relentless attention to detail, high standards, and able to produce high quality deliverables
Highly flexible and adaptable to change with the ability to manage multiple deliverables concurrently
Excellent PC skills including database, Excel, Microsoft Word and Outlook, as well as the ability to quickly learn internal database systems
Strong analytical skills and attention to detail, with an ability to create and present persuasive analysis
Specific knowledge of project management principles in relation to people, systems and processes, to provide value quickly and enable change; and,
Strong problem solving skills and highly self-motivated
Strong knowledge of Microsoft Office, including Excel and PowerPoint
Excellent oral and written communication skills, able to explain complex matters to multiple constituencies
Interest and aptitude for identifying problems of varying complexity and developing sound and actionable solutions within given constraints
Comfortable in dealing with ambiguous topics

Create a Resume in Minutes

12 Senior Analyst, Financial Analysis resume templates

Read our complete resume writing guides

Senior Analyst, Financial Analysis Resume Examples & Samples

In-depth financial analysis experience, particularly for financial institutions
Statistical background is a plus
Strong presentation and data management skills
Highly flexible and adaptable to change with the ability to manage multiple deliverables concurrently
Strong data management, finance and quantitative skills
Strong knowledge of Microsoft Office, including Excel and PowerPoint

Senior Analyst, Financial Analysis Resume Examples & Samples

Design and manage a process to plan and monitor expense by categories including project, function, vendor, and expense type that meets the needs of the HR Leadership, Benefits Management and other senior leaders
Lead the HR annual planning process, compiling information, analysis, and preparing reports
Responsible for the monthly/quarterly/annual reporting and forecasting processes, presenting analysis and reports of results relative to prior year and Plan
Design a tracking and forecasting methodology for Salary & Benefits expense to facilitate informed approvals of post replacement, fill or new requests
Aim to create an annual process that is more streamlined and efficient. May require changes to processes, systems, and/or accountabilities by role
Prepare the CHRO, Head of Strategy & Change and Benefit Management for budget questions, negotiations & reviews
Train and develop HR partners in finance concepts and processes to more effectively reach objectives relative to expense planning, tracking and management
HR Finance Projects
Lead/participate in projects to maximize HR resources
Analytical and problem solving skills required to evaluate financial results
Effective written and verbal communication skills are necessary to present relevant information to the HR Leadership Team, and senior leaders
Strong personal computer skills (Excel, Word, PowerPoint) are required to perform analysis and communicate financial information to various constituents
Knowledge of accounting, reporting and financial analysis usually acquired through a 4 year degree program or related work experience is required
Innovative problem-solver able to work under time, expense and/or other constraints
Excellent organizational and analytical skills required
Relentless attention to detail, high standards, and able to produce high quality deliverables
2 – 3 years of related experience in project analysis and management reporting, planning, and analysis

Senior Analyst, Financial Analysis Resume Examples & Samples

Support collection, validation, and reporting of quarterly operational reported data
Provide customer support and training on QMR matters, both to internal and external customers
Research and resolve data variances with our customers and account teams
Provide proper documentation for all inquiries within our data tracking systems
Identify and lead QMR process improvements, including operational tasks and data validation procedures
Deliver advanced, detailed, persuasive customer performance data analysis
Analyze billing statements to identify incorrect QMR billings and missing revenue
As the QMR business analyst, define business requirements for system enhancements, partner with QMR technical analyst, and manage system test plans for the QMR team
Lead key QMR team processes and controls between close periods and support special projects as needed
Experience with change management / delivering process change in an operational environment
Strong problem solving skills and highly self-motivated
Strong analytical skills and attention to detail, with an ability to create and present persuasive analysis
Excellent PC skills including database, Excel, Microsoft Word and Outlook, as well as the ability to quickly learn internal database systems

Senior Analyst, Financial Analysis Resume Examples & Samples

In-depth financial analysis experience, preferably for financial institutions
Excellent written and verbal communication skills are necessary to present relevant information to senior management and business unit officers
Strong personal computer skills (Excel, Word and PowerPoint) are required to perform analyses and communicate financial information
Knowledge of accounting, reporting and financial analysis usually acquired through an advanced degree program or related work experience

Senior Analyst, Financial Analysis Resume Examples & Samples

Presentation and interpretation of financial information to business management including the analysis of business financial performance and associated drivers to support and inform business decisions
Provision of proactive and independent finance leadership to support the business in identifying opportunities for improving financial performance, ensuring identified initiatives are analysed, monitored and reported from a financial perspective
Provision of detailed financial analysis to support medium and long term business strategic planning and goal setting
Production of high value financial analysis to support product and market entry decisions including the development of complex financial assessment models
Development and completion of detailed financial models to support new business and new client decisions including modelling and analysis of complex pricing structures and development of scenario analysis
Support dialogue on new client contract arrangements including the assessment of new clients and revenue on legal entity, regional and business unit reporting
Assessment of new business initiatives and projects including measurement of IRRs, ROE and payback periods
Provision of financial analysis to support strategic business decisions
Production of presentations and high value financial analysis to support regular business reviews across all business lines
Act as key liaison between business stakeholders and broader corporate financial management team
Completion of adhoc project work
Qualified accountant with experience in a multi-currency, multinational financial services environment
Experience working directly as a strategic financial business partner in an asset management or asset servicing business partner role
Detailed product knowledge across the full range of asset management and asset servicing (custody, fund administration, investment operations outsourcing, banking) products with the ability to dialogue knowledgeably on each product
Experienced background in the production of management reporting, business information, financial analysis and investment appraisal proposals for an asset management / asset servicing business
Experienced background in the production of complex financial analysis to support strategic business investment
Advanced level of IT skills notably MS office (Word, Excel, Powerpoint, Visio)
Self-starter with a professional work ethic, initiative and an ability to self-motivate
Highly numerate with strong analytical skills and high attention to detail to support complex data analysis
Strong written and clear and effective verbal communication skills
Ability to assess issues independently, identify solutions and problem solve
Ability to work collaboratively as part of a team in the region and as part of the broader EMEA financial management team

Senior Analyst, Financial Analysis Resume Examples & Samples

Understand business requests, document requirements, and coordinate communication plans
Analyze incoming list and cost rate requests in order to determine the best method for implementation based on governance guidelines and SAP data structure
Partner closely with and provide direction to the operations team (BDSS) that loads list and cost rates into the systems
Investigate issues/escalations and recommend solutions
Participate in prioritization and release planning for update requests
Collaborate with the IT team to ensure integrity and accuracy of Pricing Master Data in the systems
Provide operational support, including meeting facilitation and margin analysis, for pricing requests coming to the Pricing Advisory Board. Ensure price requests are in accordance with PS pricing policy
2-4 years of experience in a Business Analytics, Finance Operations, or comparable role
Experience conducting quantitative analysis: pivot tables, sensitivity analysis, report creation (Excel required, Tableau preferred)
SAP ERP experience a plus
Bachelor's degree in Business, Finance, Management Information Systems, Statistics, Engineering, or Computer Science preferred

Senior Analyst, Financial Analysis Resume Examples & Samples

Communicates reforecast procedures and parameters to functional controllers
Reviews actual results vs. forecast and investigates material variances
Participates in forecast and other planning cycles
Works on projects that address business needs and improves processes
Accountability

Senior Analyst, Financial Analysis Resume Examples & Samples

Lead worldwide financial consolidation and reporting process across various business units
Assist in various system enhancement integrations – CRM, ERP, etc
Lead team of accounting professionals with emphasis on career development, functional execution, and continuous improvement
Implement and maintain systems, procedures and policies to ensure adherence to company guidelines

Senior Analyst, Financial Analysis Resume Examples & Samples

Assists in communicating reforecast procedures and parameters to functional controllers
Assists in review of actuals vs. forecast and investigation of material variances
Develops tools for improving the forecasting and actual results reporting processes and rolls them out to the larger population

Senior Analyst, Financial Analysis Resume Examples & Samples

Work in finance team and contribute ideas to improve areas of responsibilities
Communicate the results & proposals to key stakeholders
Involve in internal audit self assessments and liase with auditors on audit queries
Participate in Site leadership initiatives and lead in one site event
To present on business cases via various media and ensure completion of assignment

Senior Analyst, Financial Analysis Resume Examples & Samples

Review and analyze bookings, shipment, and gross margin results on an ongoing basis
Produce detailed quarter end analysis of business performance
Make recommendations to the business to improve performance
Ability to develop processes and cadence
Desire to research and drill into complex data to develop explanations and recommendations

Senior Analyst, Financial Analysis Resume Examples & Samples

Business partnering with the Marketing, Legal and HR teams to track and analyse their costs
Produce Monthly variance analysis for review with the UK CFO
Producing the forecast
Producing the Annual cost budget
Act as a Concur expenses Administrator to review out of compliance spend
Standardises and automates upload templates for forecasting to improve efficiencies in the process

Senior Analyst Financial Analysis & Budget Mgmt Resume Examples & Samples

Responsible for analyzing reports and highlighting or flagging unusual numbers or trends, which are likely to have significant impact on management decisions
Responsible for preparation of annual business plan/forecasting; monthly financial reporting, quarterly updates and latest thinking
Design, development & delivery of management reports. Responsible to initiate & execute process improvements and automation of reports, to eliminate manual effort and or inefficiencies
Provides business partner support and guidance to as it relates to actual versus forecasted spend
Preforms monthly closing activities
Provides ad hoc financial support on special projects
Experience: Minimum of 5 years’ experience in accounting/finance, preferably in health sciences industry

Senior Analyst, Financial Analysis Resume Examples & Samples

Develop strong relationships with the business providing them with direction, support and key financial input on operational decisions
Manage projects through completion including project tracking, monitoring, reporting, and administration
Improve reporting and analytics processes and tools as necessary
Management of the financial close process ensuring all reporting deadlines are achieved with accurate information and analysis
Production of monthly forecasts in conjunction with business partners. Factors to be taken into account include headcount movement, FX movement, volume assumption and investment cycle
Preparation and completion of Sarbanes Oxley testing
Demonstrate very good interpersonal and communication skills with a strong ability to interact with people openly and directly
Strong skills in content planning, development and delivery of high calibre communications for both internal and external facing stakeholder
Degree in Business/Finance related discipline, part or qualified accountant an advantage
Multinational experience
Strong budgeting/forecasting experience
Must possess strong analytical, communication, presentation and organisation skills
ERP systems (SAP, EPM preferable) and MS Office experience a necessity
The successful candidate must be motivated, flexible and self-starting who works well as an individual and as a member of a team

Senior Analyst, Financial Analysis Resume Examples & Samples

Prepare annual operating plans and quarterly outlooks with input from business partners
Prepare financial reporting packages and review results with business partners highlighting risks and opportunities
Create adhoc reports based on business partner needs
Review & approve discretionary spend and headcount requests
Review “paid by” & “report to” headcount reports and ensure business partners are aligned
Create and submit cost center maintenance
Work in Hyperion, Oracle, SAP and other enterprise tools

Senior Analyst, Financial Analysis Resume Examples & Samples

Prepares financial and business related analyses, research and risk assessment in such areas as financial and expense performance, rate of return, depreciation, revenue recognition, working capital and investments
Prepares forecasts and analyzes trends in manufacturing, sales, finance, general business conditions, competitors and other related areas within the industry
Utilizes computer systems to compile and prepare reports, graphs and charts of data developed
Assists in the development of business policies, conducts special financial and business related studies, and cooperates with other departments in the preparation of analyses
Builds and develops relationships with key stakeholders and customers in order to achieve business goals
Analyzes and evaluates financial plans, including actual and planned results. Ensures corporate compliance to government regulations and internal controls
Prepares variance analysis of actual and planned results
Prepares, researches and reviews journal entries and supporting documentation to ensure accurate reporting
Develops and maintains financial models and reports
Determines and updates cost center requirements and rollup structures

Senior Analyst, Financial Analysis Resume Examples & Samples

Owns tactical responsibility to capture the value (investments and benefits) generated by the Digital Transformation effort, tracking details across a complex array of cross department initiatives
Provides direction and support on complex assignments, projects and/or initiatives to build and enhance the capability of the team
Directs and enhances organizational initiatives by influencing and supporting change management
Identifies and directs implementation of best practices leading to high quality tracking and reporting of company-wide strategic initiatives
Provides subject matter expertise to team members and various stakeholders across the organization for his/her assigned responsibilities
Maintains knowledge on current and emerging trends related to industry trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions
5-7 years of experience in Financial Analysis or comparable fields
Advanced proficiency with Microsoft Office tools, including Excel and PowerPoint
Confident and comfortable communicator with strong written and verbal communication skills
Advanced presentation skills with a demonstrated ability to influence at all levels of the organization
Strong project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches

Senior Analyst, Financial Analysis Resume Examples & Samples

Review and analyze orders, shipment, and gross margin results on an ongoing basis
Liaise with Sales Operations and Sales Finance regarding reporting orders and margin
Provide guidance to remote employees

Senior Analyst, Financial Analysis Resume Examples & Samples

Communicates reforecast procedures and parameters to functional controllers. Reviews actual results vs. forecast and investigates material variances
Perform ad hoc requests for analysis of financial data. Prepares specific financial studies
Develops tools for improving the forecasting and actuals/processes and rolls them out to the larger population. Identifies projects that have a larger impact on the company as a whole and leads them to completion - i.e. driving down expenses
Assists in training less experienced accounting personnel
Works with functional and country controllers to identify and resolve issues related to forecasting and booking of actual results and changing operations to impact the business
Performs complex analysis to support forecasting for several aspects of the company's financial performance
Possesses operational command of the

Senior Analyst, Financial Analysis Resume Examples & Samples

FP&A, budget preparation and maintenance of a rolling forecast
Accounting to include journal preparation, capital reconciliations, forecast and month end analytical review to include expense bridge analysis
Implementation of the facilities financial allocation models
Preparation of presentations to senior management
Financial support to the International Real Estate & Facilities operational teams
Participates in ongoing initiatives to implement policies for improving processes and efficiencies within the function
Assist in resolving escalated AP queries
Finance approver for purchase requisitions and project systems appropriation request
Qualified Accountant with 2 years practical and analytical experience
The chosen candidate would be comfortable with both process driven tasks and a dynamic work environment
Multinational Experience would be an advantage, as would reforecast and month end close experience and knowledge of corporate facility allocations models
Experience in ERP systems (SAP, EPM preferable) and MS Office is an advantage
Excellent analytical and financial skills with a strong focus on attention to detail
Sense of Urgency and ability to multitask
Demonstrates initiative and assumes responsibility
Ability to prioritize projects and deliverables

Senior Analyst, Financial Analysis Resume Examples & Samples

Drives Total Cost of Ownership with service owners by validating methodology and analyzing unit costs
Implements TBM and cost per unit benchmarks within Operations. Develop measurable standards and assist service owners reduce their service cost
Responsibility for budgeting and forecasting short/long-term plans, as well as preparing and analyzing internal financial reports
Drives the capital planning and process on behalf of the O&T Operations
Work with key business partners to support development and implementation of business process improvements
Perform monthly financial analysis - provide timely, relevant and accurate reporting & analysis of the results of performance of divisional team against budget or forecast
Implements TBM and cost per unit benchmarks for Infrastructure and Network. Develop measurable standards and assist service owners reduce service costs
Drives Total Cost of Ownership for Digital Native Architecture by validating charge back methodology and analyzing unit costs
Demonstrate appropriate understanding / working knowledge of accounting principles and internal controls, and apply them
Conduct financial planning and analysis for assigned functional areas including preparation of monthly opportunities & risks, quarterly forecasts, and annual budget
Proactively research and resolve financial inquiries and issues for finance and business unit division
Prepare financial ad-hoc reporting and analysis demonstrating insightful use of financial analysis techniques, tools, and concepts, to provide practical counsel to business area partners and management in order to drive business results
Prepare various financial business cases, models, and standard templates ensuring quality, accuracy and focused analytic review
Responsible for performing special projects to improve process efficiency
Support service owners in understanding their Total Cost of Ownership, key drivers, and unit costs

Senior Analyst, Financial Analysis Resume Examples & Samples

Qualified accountant (preferable CPA / ACA / ACCA) with at least 5 years post-qualified experience in a multi-currency financial services environment
Minimum 3-5 years’ experience leading projects and driving change throughout corporations of similar size and scope
Sound knowledge of accounting, reporting and financial control requirements as well as statutory and audit requirements in a corporate financial control environment
Specific knowledge of project management principles in relation to people, systems and processes, to provide value quickly and enable change; and,
Interest and aptitude for identifying problems of varying complexity and developing sound and actionable solutions within given constraints
Strong management and influencing skills with a proven management track record
Ability to partner effectively with peers, senior management, and overseas partners
Self-starter with an ability to self-manage and motivate
Highly numerate with strong planning, organizational and problem solving skills with attention to detail
Excellent verbal and written communication skills,
Ability to motivate and influence
Ability to proactively assess existing and emerging issues, identify solutions and problem solve
Ability to give and receive constructive feedback
Ability to work under pressure and to deliver to tight deadlines; and
Strong business skills and acumen