Strategic Financial Analyst Resume Samples

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Alfonso
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Experience Experience
Philadelphia, PA
Strategic Financial Analyst
Philadelphia, PA
McKenzie, Koelpin and Feeney
Philadelphia, PA
Strategic Financial Analyst
  • Develop, analyze and track business, departmental and financial KPI’s (Key Performance Indicators)
  • Evaluate sales trends and client performance to recommend improvements and forecast the business
  • High level visibility to senior management and supporting client development
  • Lead and contribute to business case development of new strategic initiatives
  • Improve financial reports
  • 3 + years of Financial Analysis, not to have promoted into a managerial position yet
  • Maintain, manage and present the Fab PnL model each quarter to site finance teams and operations business partners
Dallas, TX
Strategic Financial Analyst, Facilities
Dallas, TX
Ferry-Oberbrunner
Dallas, TX
Strategic Financial Analyst, Facilities
  • Manages and/or executes various projects pertaining to reporting, planning, forecasting and financial modeling. Reconciles key accounts on a monthly basis
  • Provides significant financial planning and execution associated with campus expansion and related projects, including invoice verification and GL reconciliation
  • Develops five year capital plan and manages financial aspects of capital projects
  • Develops annual analysis related to HKS internal rent allocations and makes recommendations to Financial Dean and oversees effective implementation
  • Approves financial transactions and oversees their preparation and execution, including journal adjustments
  • Develops and delivers budget and actual reporting and analysis, including trends, reforecasting and projections
  • Independently executes year-end close responsibilities
present
Philadelphia, PA
Senior Strategic Financial Analyst
Philadelphia, PA
Abshire Inc
present
Philadelphia, PA
Senior Strategic Financial Analyst
present
  • Research, establish and provide benchmarks for analysis and forecast
  • Create efficient knowledge systems to support short-term and long-term decision making
  • Provide financial analysis that track progress and drive behavior to achieve business’ vision
  • Provide strategic advice and financial analysis for investment decisions
  • Utilize an analytical approach to proactively develop insightful financial analysis
  • Lead quarterly and yearly outlook process to provide realistic financial view of the business
  • Monitor industry trends to provide strategic and financial insights/implications
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Illinois State University
Bachelor’s Degree in Accounting
Skills Skills
  • Strong proficiency and experience with MS Excel
  • Strong interpersonal, presentation, and organizational skills
  • Ability to work in a dynamic and fast-paced environment with multiple priorities
  • 5+ years’ work experience
  • Experience working in an international organization
  • 1+ years’ experience in DCF modeling
  • Experience in the branded products
  • 3+ Years’ experience in financial analysis, strategy and/or business development
  • Experience in the chemical or manufacturing industry
  • Financial modeling or forecasting experience
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12 Strategic Financial Analyst resume templates

1

Senior Financial Analyst Strategic Resume Examples & Samples

  • Collect and analyze financial information to operations team
  • Monthly variance analysis
  • Assess business results and look for opportunities to improve processes
2

Senior Strategic & Financial Analyst Resume Examples & Samples

  • Develop financial models for financial forecasting, ROI analysis and scenario planning
  • Perform analysis of industry trends, potential acquisition candidates and competitor activity
  • Support analyses focused on resolving key company issues
  • Analyze monthly, quarterly and annual financial results
  • Assist with development of annual operating plan, revised forecasts and long range plan
  • Ad hoc analyses as directed
3

Strategic Cost & Financial Analyst Resume Examples & Samples

  • Bachelor’s degree in finance or accounting with 3+5 years’ work experience
  • Must be proficient in MS Office products + Intermediate to advanced knowledge of Excel, Word, and PowerPoint
  • Experience with SAP preferred or other large ERP
  • Proven analytical skills with experience in reporting, forecasting and budgeting
  • Costing experience highly preferred
  • Strong interpersonal and team building skills; ability to work with a diverse team and influence/drive change across functional and business boundaries
4

Strategic Senior Financial Analyst Resume Examples & Samples

  • Create a model for operating results and perform analysis on a monthly and yearly basis
  • Assist with the creation of the annual operating and capital budget plans
  • Develop financial models to analyze company performance (multiple locations)
  • Create models to track and analyze key business KPI’s
  • Prepare presentations to be given to the leadership team and Board of Directors
  • Perform general analysis on financial, operational, and strategic data
  • Bachelor’s degree in Accounting, Finance, or Business, required
  • At least 2 years of experience in consulting or corporate finance, required
  • Experience with a mid- to large public accounting firm, management consulting, or private equity firm, required
  • Strong excel and financial modeling skills, required
  • Self-directed person
5

Senior Analyst, Strategic & Financial Planni Resume Examples & Samples

  • Assists in the development of strategic plans for existing, new, or proposed business operations
  • Provides analysis and evaluation of cost/expense problems and profit improvement opportunities existing within current business activities
  • Recommends changes in analysis and budgetary methods and procedures; analyzes the impact of various corporate projects and transactions
  • Analyzes and communicates weekly metrics, monthly results, quarterly and annual projections
  • Performs and critiques economic evaluation justifications for capital expenditures
6

Strategic Financial Analyst Resume Examples & Samples

  • Monthly responsibilities producing and analyzing financial data for executive reporting, including financial metrics and ratios, company and departmental headcount spending analysis and reporting and building comprehensive close packages for VP of Finance, department managers and company executives
  • First hand involvement in highly complex operational planning processes
  • Develop, analyze and track business, departmental and financial KPI’s (Key Performance Indicators)
  • Partner with business stakeholders in sales and marketing, operations, projects, finance, accounting and engineering departments to develop working numbers that assist in decision-making and strategic insights
  • Support various simultaneous project teams on company critical and miscellaneous projects that require financial analysis and modeling
  • Develop, support and maintain complex excel based tools for operational partners
  • Lead company annual sales forecasting process through detailed data and trend analysis. Partner with key sales and business development managers to deliver both detailed and summary level packages for regional program managers, management and sales executives
  • BS degree in Finance or Business
  • 3 + years of Financial Analysis, not to have promoted into a managerial position yet
  • Strong Excel and ability to work in an ERP system
  • Strong organizational, communication, and interpersonal skills that make someone effective at their job and a good business partner to their team
7

Strategic Financial Analyst & Budget Officer Resume Examples & Samples

  • Model, project and monitor budgets and financial activity for multiple programs and projects and make recommendations as necessary
  • Addresses analytic and financial requests from the Dean and other school leadership to inform critical decision-making
  • Conduct and model complex financial analysis projects, as needed
  • Enhance, produce and distribute unit-specific planning materials; develop and produce materials to facilitate annual budget planning and financial monitoring of budget-to-actuals for assigned research centers and departments. Independently executes year-end close responsibilities
  • Provide technical advice and problem resolution for a portfolio of budget areas
  • Provide recommendations to senior management to ensure sound fiscal planning
  • Supports the School’s finance office in reviewing existing financial procedures and determine systems or other improvements to make processes more efficient
  • May manage the consolidation of local budgets to facilitate consolidation process
  • Provides financial training for HKS faculty, administrators and financial managers
  • Ensure financial compliance with University policies and procedures and communicate possible areas of risk
  • Works within a team and continuously collaborates, cooperates and partners with others within the finance office and across the School
  • Minimum of three years’ relevant work experience
  • Minimum of two years’ experience in an FP&A or Budget role or group
  • Concentration in Finance or a related area of study preferred
  • MBA or MS in Finance or Accounting preferred
  • Demonstrated experience with complex financial analysis
  • Knowledge of Microsoft Office Suite, advanced Excel and PowerPoint skills
  • Advanced knowledge of budget management, financial analysis and financial modeling; working knowledge of accounting principles
  • Demonstrated experience with financial systems and data query tools
  • Ability to build effective working relationships with colleagues and clients. Strong customer service orientation
  • Professional demeanor, discretion, and ability to establish credibility with diverse
  • Well organized, flexible, and able to manage multiple challenging projects simultaneously
  • Ability to work independently learn quickly and take initiative
8

Financial Analyst Strategic Incentives Group Resume Examples & Samples

  • Performing strategic analyses, special projects and executing group initiatives
  • Assisting in enhancing reporting processes, analytics and operations
  • Headcount Reporting
  • Bachelor’s Degree in Human Resourses, Organizational Operations, Finance or Accounting (preferable)
  • High enthusiasm for human capital management
  • Strong analytical skills and detail oriented
  • Possess a strong work ethic, personal and professional integrity, and a positive attitude
9

Strategic Financial Analyst Resume Examples & Samples

  • 2+ years of experience with financial analysis and operational metrics modeling
  • 2+ years of experience with building financial models
  • Experience with updating and generating daily and weekly operational reports
  • Experience with Microsoft PowerPoint deck writing
  • Experience with the advanced usage of Microsoft Excel and PowerPoint
  • Ability to communicate results to all levels of management
  • Ability to demonstrate professionalism, reliability, resourcefulness, flexibility, attention to detail, and strict privacy of confidential data
  • Ability to work on special projects and generate analytics for a wide range of forward looking projects
  • Experience with Hyperion products, including HSF, HFM, and Essbase a plus
  • Experience with working in the government consulting or professional services industries a plus
  • BA or BS degree in Finance, Accounting, or related field preferred; MBA degree a plus
  • Certified Financial Analyst (CFA) Certification a plus
10

Strategic Portfolio Office Financial Analyst Resume Examples & Samples

  • Previous experience in a project environment or role
  • Proficient in Microsoft Office - Word, PowerPoint, Excel, PowerPoint
  • Proven change management skills
  • CPA or CGA
  • Bachelor's Degree in Finance or Accounting
  • 3 or more years of experience in finance or accounting role are required
  • Minimum of five years of experience in projects delivery environment and operations
  • Ability to work with large data sets and extract useful recommendations and conclusions
  • Must be very organized and deadline conscious
  • Excellent computer skills required, including Access, Excel, Power Point, Microsoft Project
  • Project Management knowledge and ability to manage, complexity
  • Experience in financial or Banking industry preferred
  • Strong management, problem solving, organizational, and communication skills (oral and written
  • This position requires effective planning and organizational skills
  • This person must have the ability to perform planning for large initiatives/projects, managing all tasks required to providing services to meet client and business needs within budget and targeted deadline
  • Communicate status updates and issues in a concise and timely manner to management
  • Act as a catalyst for change and process improvement
  • Identify opportunities for process re-engineering and strategic growth
  • Develop positive working relationships with the business users and colleagues
  • Must thrive in a dynamic work environment with changing work priorities
  • Understand the industry specific market environment of each business unit
  • Perform financial modeling, reporting, and analysis in support of annual business planning, monthly closing, and portfolio scenario simulations
  • Exercise knowledge of overall business strategy and operations, including business processes, cost components, and drivers of these measures
  • Assist in the management of portfolio investment, strategic alignment and/or project, portfolio budgets, including approval, execution, and forecasting
  • Support management of depreciation scheduling and forecasting
  • Support management on Planning, forecasting and actuals of CAPEX and OPEX for the projects and portfolio
  • Provide important business information and support ad-hoc reports as directed by management
  • Support creation of materials for various management reviews and meetings
  • Create/drive the critical metrics for financial reporting on projects and portfolios (examples: support cost reporting tools and earned value reports)
  • Provide timely and accurate updates to the project manager and leadership teams as warranted
  • Partner with the EPMO team to develop and execute a plan to improve business processes as it relates to project financial controls
  • Help drive best practices in order to eliminate waste, increase innovation and create value for the business
  • Develop relationships with the project team and stakeholders and support capabilities to drive best practice project financial reporting across the organization
  • Provide assistance with various/other projects when needed
  • Ensures SLA's are meet for financial monthly and quarterly reports
11

Strategic Financial Analyst, Facilities Resume Examples & Samples

  • Develops and delivers budget and actual reporting and analysis, including trends, reforecasting and projections
  • Analyzes key expenses and statistical variances to determine trends, anomalies and make recommendations based on garnered information
  • Manages and/or executes various projects pertaining to reporting, planning, forecasting and financial modeling. Reconciles key accounts on a monthly basis
  • Approves financial transactions and oversees their preparation and execution, including journal adjustments
  • Develops five year capital plan and manages financial aspects of capital projects
  • Provides significant financial planning and execution associated with campus expansion and related projects, including invoice verification and GL reconciliation
  • Responsible for all financial aspects of lease and rental arrangements
  • Develops annual analysis related to HKS internal rent allocations and makes recommendations to Financial Dean and oversees effective implementation
  • Independently executes year-end close responsibilities
  • Reviews and approves contracts
  • Acts as integral member of both the OFS and Facilities teams
  • Ensures compliance with University financial standards, policies and procedures and internal controls
12

Strategic Research Analyst Needed for Financial Institution Resume Examples & Samples

  • Design and validation of quantitative surveillance models for detecting market manipulation and market conduct rule violations leveraging large volumes of data
  • Support of the market data abstraction layer which is designed to provided uniformed, pre-linked, and pre-analyzed view of the market data for MRD surveillance patterns and analytical tools
  • Contribute to the evolution of the MRDs surveillance program responsive to market trends and developments
  • Assist in performing regulatory impact assessments of the industry's, our client's, and RSA clients initiatives on the MRD's surveillance and examination programs. Adapt MRD's surveillance and examination program to new rules and initiatives
  • Support management and other areas to inform internal and external constituents on overall program vision, strategy, operations, processes, and implementation status
  • Engage team members and management to identify issues and problems and to devise solutions. Work with other groups to develop risk scores, profiles, peer comparisons, financial performance, exposures against limits, and other risk analyses
  • Support comprehensive and successful execution of the team's programs in an efficient and effective manner
  • Lead and participate in special projects and initiatives, as requested
  • Maintain current knowledge of applicable business activities and continuously strive to improve skillset
  • Graduate degree in Computer Science, Economics, Finance, Statistic, with a minimum of four years of work experience. Advanced degree is highly desirable. Experience can be substituted for an advanced degree
  • Strong financial and risk analytical skills and have some experience in operations and risk modeling fields, as well as comfort in analyzing large amounts of data in an efficient manner
13

Strategic Senior Financial Analyst Resume Examples & Samples

  • Annual budget and weekly and monthly forecasts to support decision making
  • Work on projects and manage them appropriately as needed by Senior Leadership Team
  • Ad hoc projects as required by VP and Sales Team
14

Senior Strategic Financial Analyst Resume Examples & Samples

  • Operating with a sense of urgency and possess the ability to work under tight deadlines with a high degree of accuracy and accountability
  • Thinking economically, critically, and strategically
  • Effective communication skills. The ability to tell a story, both verbally and in written form, from start to finish with logical framing and appropriate detail to a wide range of audiences including senior management
  • Solid problem solving skills. The ability to break a problem into discrete, manageable elements and generate hypotheses
  • Building mutually beneficial relationships with and be a Finance thought partner to other parts of the organization
  • Constantly challenging the status quo and look for better ways to report business relevant data while ensuring efficiencies and data integrity
  • Showing a demonstrated commitment to compliance with all laws, regulations, and business ethics
  • Leadership in economic thinking and framing
  • Provide financial analysis that track progress and drive behavior to achieve business’ vision
  • Work closely with business, innovation, marketing and operation teams to identify key drivers and develop economic models (i.e. NPV, IRR and payback) of innovation projects, driving better and faster decisions
  • Drive reporting and analysis that identify and help realize financial and commercial opportunities
  • Lead quarterly and yearly outlook process to provide realistic financial view of the business
  • Research, establish and provide benchmarks for analysis and forecast
  • Create efficient knowledge systems to support short-term and long-term decision making
  • Bachelor's degree in Accounting, Finance, Economics, Engineering, or closely related degree
  • 3+ Years’ experience in financial analysis, strategy and/or business development
  • Experience using MS Office Suite (Excel, PowerPoint and Word) with emphasis in Excel
  • Available for up to 10% domestic travel or as needed
  • MBA or Master’s degree in Accounting, Economics, Finance, or Engineering
  • Experience in the chemical or manufacturing industry
  • Experience in the branded products
  • Experience working in an international organization
  • Working knowledge & background in a major ERP / Financial System, preferred experience in SAP
15

Senior Analyst, Strategic & Financial Plan Resume Examples & Samples

  • Assist Corporate Vice Presidents on financial and strategic planning projects for the different lines of business (e.g. Cable, Content, Business Services, NBCU)
  • Assess new business opportunities
  • Conduct in-depth financial analysis of corporate projects and investments
  • Create clear executive level presentations to communicate results
  • Participate in meetings and conference calls with senior Comcast executives and external groups (e.g. investment banks, cable industry experts)
  • At least 2 years management consulting or investment banking experience preferred
16

Strategic Financial Analyst Resume Examples & Samples

  • Maintain and manage financial models used for scenario analysis, ensuring accurate and up to date data feeds, and ongoing integrity and efficiency of the model and supporting processes
  • Interpret and validate requests and assumption sets from business partners and stakeholders to generate accurate and compelling financial analysis (including NPV, ROI, cost and margin simulations) to support manufacturing operations decision making
  • Interpret results of financial analysis to draw conclusions and generate proposals to be presented to business partners and stakeholders in face to face meetings and phone conferences
  • Provide financial support to key manufacturing initiatives such as benchmarking and best in class and provide key financial information for presentation at manufacturing leadership team meetings and summits
  • Provide assistance and support to and partner with other finance teams on projects and ad hoc requests, in particular Finance Strategy Group, Business Unit Finance and Corporate Financial Planning and Analysis
  • Maintain, manage and present the Fab PnL model each quarter to site finance teams and operations business partners
17

Strategic & Financial Analyst Resume Examples & Samples

  • Expected skills
  • Excellent Excel skills
  • Good team spirit and good interpersonal skills
  • Rigorous & Hard-working
18

Strategic Financial Analyst Resume Examples & Samples

  • Drive the analysis of the financial impact of new products, product packages, marketing offers and distribution channels
  • Lead and contribute to business case development of new strategic initiatives
  • Assist in maintaining the company forecast model
  • Conduct ad-hoc analyses and build financial models to inform teams on operating strategies, investment recommendations, and new business opportunities
  • Help drive the annual budgeting process; prepare monthly and quarterly board and executive reporting
  • Evaluate sales trends and client performance to recommend improvements and forecast the business
  • Monitor, analyze, evaluate and report on tests related to new products, marketing offers and distribution channels
  • Provide strategic advice and direction to facilitate fast decision making
19

Strategic Financial Analyst Resume Examples & Samples

  • Experience with modeling and Microsoft Excel
  • Knowledge of both financial metrics and accounting, including key metrics, both GAAP and non-GAAP
  • Ability to display exceptional attention to detail
  • Ability to build integrated 3-statement models in Microsoft Excel with scenario toggles
  • 4+ years of experience in corporate finance or general accounting
  • Possession of excellent problem solving and analytical skills
20

Senior Strategic Financial Analyst Resume Examples & Samples

  • Develop financial projections to support investments and planning decisions for marketing programs, partnership opportunities, credit initiatives, pricing initiatives, among others
  • Provide strategic advice and financial analysis for investment decisions
  • Support new products/initiatives via financial business case development, performance tracking and scorecarding, and periodic updates to senior management on key insights and financial implications
  • Utilize an analytical approach to proactively develop insightful financial analysis
  • Monitor industry trends to provide strategic and financial insights/implications
  • Collaborate with business partners on project requests, prioritization, and delivery
  • Promote a risk-aware culture, ensure efficient and effective risk and compliance management practices by adhering to required standards and processes
  • 5+ years’ work experience
  • Ability to work in a dynamic and fast-paced environment with multiple priorities
  • Strong proficiency and experience with MS Excel
  • Financial modeling or forecasting experience
  • Strong interpersonal, presentation, and organizational skills
  • MBA/CFA preferred
21

Senior Financial Analyst, Strategic Planning Resume Examples & Samples

  • Contribute to developing long-range plan and on-going strategic planning process
  • Own financial models for key strategic initiatives and participate in building business plans for key strategic initiatives
  • Serve as project team member on a variety of projects and initiatives with minimal direction
  • 2+ years overall work experience
  • Prior experience in strategic planning, management consulting, or investment banking
  • Passion for filmed entertainment and/or digital media
  • Familiarity with entertainment business models
  • Strong analytical and financial modeling skills
  • Superior strategic skills and ability to solve complex business challenges
  • Highly collaborative and team-oriented work style
  • Ability to prioritize activities, manage timelines, and deal effectively with pressure
  • Ability to thrive in a fast-paced work environment
  • BA/BS from a top tier undergraduate school with a superior academic track record
22

Strategic Financial Analyst Resume Examples & Samples

  • Consolidate, coordinate, and prepare Nestlé Holdings, Inc. (NHI) financial statements and footnote disclosures (IFRS and GAAP versions) on a semi-annual basis ensuring compliance with all new standards issue by the IFRS and FASB respectively. Serve as the key contacts for business units during this process. Maintain constant communication with external auditor to verify their requirements and needs are being met effectively
  • Analyze and report derivative related balance sheet and income statement line items; monthly, quarterly, and annually. Users include corporate reporting team, local management, and Nestlé Group management. Work closely with functional contacts at the worldwide headquarters
  • Complete daily/weekly/monthly maintenance and reconciliations of financial instruments reported through the Quantum application and SAP
  • Prepare quarterly NHI consolidations for government reporting (QFR-200 to the US Census Bureau)
  • Prepare half-yearly NHI consolidations in accordance with US-GAAP; making IFRS to GAAP adjustments, as necessary
  • Research and interpret financial reporting guidelines and provides guidance to operating divisions and functional groups, as needed
  • Coordinate with Nestlé affiliates to ensure accuracy and consistency in reported intercompany results
  • Cross-train and perform back-up duties for the Corporate Accounting Operations analyst
  • Maintain strong knowledge in IFRS and Nestlé Accounting Standards
  • Other projects as required
23

Financial Analyst Procurement & Strategic Sourcing Resume Examples & Samples

  • High proficiency in MS Excel and MS Power-point, working knowledge of MS Access
  • Ability to effectively communicate with and present to senior leadership and physicians (both written and oral)
  • 2-3 years minimum work experience in investment banking, consulting, finance, strategy or other analytical role, a plus
24

Senior Financial Analyst, Strategic Ventures Resume Examples & Samples

  • Conduct primary and second research into markets of strategic relevance. Summarize these results in impactful, polished reports and presentations targeted for senior and C-level executives
  • Support the process to identify, track, and monitor start-ups of interest in relevant markets. Assist with screening opportunities and summarizing them for evaluation with the broader Strategic Ventures team
  • Coordinate and perform due diligence on vetted investment opportunities and prepare investment recommendation memos
  • Work with colleagues around the business to identify areas of investment need and evaluate the impact of potential investments to prepare a strategic business case
  • Work with our current portfolio companies to collect regular investor updates, track their financial performance, and assist their business development initiatives within Liberty Mutual
  • Support the fund’s operational and reporting processes via meticulous financial analysis, reporting, and cross-functional collaboration
  • Assist in preparing presentations for leadership and other stakeholders
  • Minimum of 1-2 years of proven experience in venture capital/private equity (investor or start-up side), investment banking, consulting, or a corporate role such as Corporate Development, Corporate Finance, Partnerships, or Innovation
  • General knowledge of insurance or fintech preferred but not mandatory
  • Undergraduate degree from a top-tier university required
  • Must possess and be able to demonstrate strong business, strategy development, analytical, project management, decision-making, and problem-solving skills
  • Strong communication and interpersonal skills; highly collaborative
  • Expertise with Microsoft PowerPoint and Excel required