Fin Analyst Resume Samples

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M Bashirian
Mariah
Bashirian
632 Crawford Land
New York
NY
+1 (555) 177 0030
632 Crawford Land
New York
NY
Phone
p +1 (555) 177 0030
Experience Experience
Detroit, MI
Fin Analyst
Detroit, MI
Hickle-Collier
Detroit, MI
Fin Analyst
  • Partnering with the Middle Office and Finance teams in other countries for month-end PL and BS close
  • Perform testing for any changes in PDST and CORP SAP as part of enhancements and/or projects
  • Monthly preparation of financials package for various business lines including revenue and expenses (provide transparency to business on various costs/expense allocations), balance sheet control, and balance sheet
  • Analysis and communication of Futures and Options Business revenues including weekly trending, YTD revenue by country, and interest income estimates
  • Participate in business initiatives and various global projects. This includes review of process flow, accounting treatments, margin optimization, Risk Weighted Assets, etc. SOX compliance
  • Support business decision making process by providing various analyses and ad hoc requests
  • Drive and Support standard data, tools, templates, process ensuring efficient & consistent data delivery to customers
Houston, TX
Life Fin & Inforce Analyst
Houston, TX
Schimmel-Dietrich
Houston, TX
Life Fin & Inforce Analyst
  • Receives, reviews, and processes requests for loans, surrenders, reinstatements, and withdrawals; ensures compliance for Regulation 60, Replacement, and 1035 Exchange cases
  • Provides direction and assistance to customers requiring in-depth knowledge of policy contracts, benefit plans, provisions, conversions, structured settlements, tax laws, SEC regulations, insurance replacement regulations, pension trusts, estates, etc
  • Follows through as necessary to finalize any changes resulting from completed transactions
  • Partners with other business units to ensure successful implementation of corporate initiatives
  • Other related functions include; review and process request for cash surrenders, loans, withdrawals and quotes. Ensures compliance for replacement and 1035 exchange cases
  • Provide direction and assistance to customers requiring policy provisions
  • Follows through as necessary to finalize and complete transactions
present
Dallas, TX
Senior Fin Risk & Ctrl Analyst
Dallas, TX
Parker, Quigley and Graham
present
Dallas, TX
Senior Fin Risk & Ctrl Analyst
present
  • Working with Internal Audit, External Auditors and other key stakeholders in assessing the effectiveness of internal controls
  • Personal loan assistance
  • Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
  • Continuing education development
  • Performance of walkthroughs with business unit contacts and assessment of the design of internal controls for assigned cycles
  • Professional development growth opportunities through in-house classes and over 150 Web-based training courses
  • An educational assistance program to financially help employees seeking continuing education
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Adelphi University
Bachelor’s Degree in Accounting
Skills Skills
  • Ability to work independently and ability to partner with other areas in the organization which could include members at an Executive level
  • Advanced Excel skills including working knowledge of pivot tables, macros and functions
  • Technical Skills - Knowledge of Microsoft Products (Word and Excel)
  • Previous Fixed Asset Experience including Accounts Payable and General Ledger
  • Strong written and verbal communication skills
  • Access
  • Oracle
  • Ariba
  • Analytical Abilities/Financial Acumen/Problem Solving
  • Effectively Work with Others/Business Partnering
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13 Fin Analyst resume templates

1

Interm Fin Analyst Resume Examples & Samples

  • Bachelors degree in Acct/Finance
  • 1 - 4 years accounting/finance experience
  • Strong communication and business partner skills along with ability to meet multiple deadlines accurately
  • Microsoft Excel intermediate experience
  • Excellent written and oral communication, presentation, analytical and technical skills are required
  • Good communication and partnering skills
  • CPA or CPA candidate preferred
  • Big 4 experience preferred
  • Experience in the Financial Services industry
2

Analyst Fin FP&A Resume Examples & Samples

  • Strong skill and experience in data management
  • Demonstrated ability to communicate within BlackRock, including Finance, both locally and across geographies
  • CA and/or MBA or equivalent qualification preferred
  • Facilitation skills to review processes
3

Fin Analyst Resume Examples & Samples

  • Daily PL and BS substantiation and commentaries
  • Partnering with the Middle Office and Finance teams in other countries for month-end PL and BS close
  • Preparation and analysis of client profitability across Equity Asset Management Services
  • Monthly preparation of financials package for various business lines including revenue and expenses (provide transparency to business on various costs/expense allocations), balance sheet control, and balance sheet
  • Analysis and communication of Futures and Options Business revenues including weekly trending, YTD revenue by country, and interest income estimates
  • Support business decision making process by providing various analyses and ad hoc requests
  • Participate in business initiatives and various global projects. This includes review of process flow, accounting treatments, margin optimization, Risk Weighted Assets, etc. SOX compliance
4

Fin Analyst Resume Examples & Samples

  • Previous Fixed Asset Experience including Accounts Payable and General Ledger
  • Technical Skills - Knowledge of Microsoft Products (Word and Excel)
  • Bachelor's Degree in Accounting (Finance or Business Preferred) or equivalent work experience
  • Fluent in Brazilian Portuguese and English, both written and verbal
  • Insight
  • Ariba
  • 1 or more years of relevant experience
5

Senior Fin Risk & Ctrl Analyst Resume Examples & Samples

  • Annual review of process documentation company-wide (i.e., flowcharts, internal control matrix)
  • Performance of walkthroughs with business unit contacts and assessment of the design of internal controls for assigned cycles
  • Evaluate the operating effectiveness of internal controls for assigned cycles; including the coordination of all required work needs with the respective business units, and the external auditors
  • Development and maintenance of strong relationships with multiple stakeholders, including internal / external customers and auditors
  • Coaching and development of team members, while maintaining organizational and professional ethical standards and exercising initiative and independent judgment
  • Evaluating the existence, design effectiveness of processes and controls, including testing of controls to ensure that they are operating and that there is sufficient evidence of procedures being performed. Key steps will include
  • Designing control audit programs
  • Testing of controls
  • Communicating exceptions resulting from the testing phase to the appropriate level of management for remediation
  • Coordinating, assisting, and reconfirming to ensure that exceptions are appropriately resolved
  • Ensure that appropriate and required documentation in support of key processes and controls are maintained. Responsibility will include
  • Provide guidance to management of the business units regarding the creation of the required documentation in accordance with Franklin Templeton Standards
  • Monitor to ensure that the inventory of documents is current and up-to-date
  • Consulting with management of the business units in the design and implementation of new or enhanced processes, with the goal of strengthening controls, meeting business objectives and meeting corporate governance requirements
  • Working with Internal Audit, External Auditors and other key stakeholders in assessing the effectiveness of internal controls
  • Develop a strong, motivated and skilled professional staff to meet the changing needs of the business and ensuring that appropriate career feedback and training is provided
  • Continuing education development
  • Three to five years of combined experience in internal or external auditing, SOX compliance practices
  • Bachelor’s Degree in Accounting or Finance. Advanced degree a plus
  • Big 4 Public Accounting experience preferred
  • Experience with providing advisory support to business unit leaders in the identification and design of controls, remediation of exceptions and process improvement initiatives will be viewed favorably
  • Work experience in the investment management industry and/or financial sector
  • Possess a strong understanding of the COSO framework, Sarbanes-Oxley Act (Sections 302 and 404), financial reporting risks, internal controls, US GAAP, and IFRS, with the ability to make control recommendations to successfully mitigate key risks
  • Solid understanding of business process risk analysis and financial controls testing, in order to design and assess key financial reporting controls testing
  • Demonstrate the ability to convey clear insights and thought leadership
  • Be a strong team player, with the ability to multitask and work in cross-functional teams, in order to cultivate leadership abilities and develop operational and financial management skills
  • Possess a strong work ethic, high degree of motivation and the ability to contribute to a positive team attitude; proven dedication to teamwork, leadership and integrity within a professional environment
  • Be results driven, able to lead and influence without authority and be flexible with good work prioritization skills
  • Demonstrate initiative, strategic thinking, sound reasoning, business acumen, and analytical skills
  • Present complex analysis with clarity and professionalism
  • Be comfortable interacting with senior level management while portraying a strong professional image
  • Possess analytical reasoning, creative problem-solving abilities, and strong interpersonal skills
  • Demonstrate a confident and well-developed communication style, both written and spoken, that establishes credibility and facilitates a clear understanding of SOX issues and influence change where appropriate
  • Possess well developed project management skills with the focus on timely completion of tasks and ability to identify and assess a changing array of risks
  • Proficient computer skills including applications within the Microsoft Office suite, including MS Word, Excel, Visio, and related MS Office applications. Ability to learn new or unfamiliar software applications through research, training, and self-instruction
6

Fin Institutions Analyst Resume Examples & Samples

  • Knowledge of Access databases
  • Federal Reserve Settlement process
  • Knowledge of FX and/or Wire Transfers and/or Letters of Credit desirable
7

Corp Inv Quant Fin Analyst Resume Examples & Samples

  • Experience with SAS, R, C++ or Python in a UNIX/LINUX environment
  • MS Degree in a quantitative field
  • Ability to work well in a cooperative, time-sensitive, market-driven environment
  • Ability to manage multiple priorities with minimal supervision
  • Ability to work individually and with the group on complex problem solving; analytical skills, critical thinking and a strong desire to learn
  • Experience with or academic exposure to statistics
  • Experience with or academic exposure to time series analysis, financial theory, derivatives pricing, stochastic calculus and other quantitative analytical techniques
  • Understanding of economics and financial markets, especially with mortgages
  • PhD preferred
8

Senior Competit Res Analyst, FIN Resume Examples & Samples

  • Ability to collect and synthesize complex and qualitative information, making it relevant, understandable and actionable for stakeholders
  • Strong ability to communicate orally and in writing; preference for experience with successful senior management presentations
  • Analytical and strategic thinking abilities, along with the ability to see the big picture
  • Experience critically reviewing and summarizing findings
  • Record of cross-functional project management, with the ability to work collaboratively
  • Proficiency in MicroSoft Office applications; experience with Intelligence aggregation technology a plus
9

Fin Analyst Resume Examples & Samples

  • Support Member of the CORP SAP Change Control Team responsible for ensuring data and project support needs by work-stream are addressed
  • Daily data governance of the PDST environment including but not limited to managing Global Master Data, synchronized teamwork with HRIS on DEPT table audits, closed loop data plans for PDST/PSoft including data output, validation, analytics and input of updates back into PDST/PSoft in an efficient and accurate manner
  • Act as a liaison between the internal customer and Corporate SAP IT team to identify business processes, system and product requirements
  • Perform testing for any changes in PDST and CORP SAP as part of enhancements and/or projects
  • Drive and Support standard data, tools, templates, process ensuring efficient & consistent data delivery to customers
10

Senior Analyst, Fin-mfg Resume Examples & Samples

  • Analyze, trend, and forecast labor and expense costs
  • Build detailed analysis of raw material variances and performance
  • Assist in new product standards development and annual budget build
  • Assist facility in adhering to company purchasing policies and projects
  • Month-end accruals, re-classes, and reconciliations
  • Assist with SOX testing, internal control audits, and compliance
11

Fin Act Analyst Resume Examples & Samples

  • A degree in Accounting, Finance or related field OR related business experience
  • Two - four years of relevant work experience
  • Intermediate to advance English proficiency
  • Intermediate to advance Excel proficiency
12

Senior Analyst, Fin-bbp Resume Examples & Samples

  • Support BU planning and forecasting processes including monthly Kraft Heinz Business Management cycle (IR, EVP, MPR, Gap Closing), major forecasts, Strategic Plan, and Annual Operating Plan
  • Analytical support on business results and achieving financial targets (e.g. trade opps/risks, A&C efficiencies, etc.)
  • Strategic planning, modeling, analytics and preparation of management summaries/ presentations
  • Analytical support on BU strategic initiatives
  • Cross-category analytics on pricing actions/sensitivities
  • Provide linkage to enterprise-wide process improvement initiatives and leverage best practices to improve, streamline and harmonize internal practices
  • Support for potential M&A work
  • Significant ad hoc opportunities for leadership and analytics
  • BS in Finance-Accounting or Business Administration required
  • Minimum of 2 years of experience in Finance/Accounting required
  • FiT and SAP skills desired
  • Prior Category, Corporate FP&A and/or BU experience preferred
  • Demonstrated strong analytical skills and broad business acumen
  • Ability to manage multiple projects concurrently
  • Ability to work autonomously and think independently
  • Excel technical skills along with systems agility
  • Ability to recognize opportunities to simplify processes and create efficiencies
13

Life Fin & Inforce Analyst Resume Examples & Samples

  • Receives, reviews, and processes requests for loans, surrenders, reinstatements, and withdrawals; ensures compliance for Regulation 60, Replacement, and 1035 Exchange cases
  • Provides direction and assistance to customers requiring in-depth knowledge of policy contracts, benefit plans, provisions, conversions, structured settlements, tax laws, SEC regulations, insurance replacement regulations, pension trusts, estates, etc
  • Performs research and analytical work to provide accurate, timely, and suitable responses to inquiries
  • Follows through as necessary to finalize any changes resulting from completed transactions
  • Partners with other business units to ensure successful implementation of corporate initiatives
  • Other related duties as assigned or required
  • 1-+ years of related work experience
  • Bachelor’s Degree Preferred
14

Interm Fin Analyst Resume Examples & Samples

  • Bachelor’s degree ( Accounting / Finance preferred)
  • 3-5 years Finance Operations experience
  • Microsoft Office - Excel intermediate experience
  • Excellent written and oral communication, presentation and analytical skills are required
  • Knowledge of SAP ledger and reporting suite
  • Master Data Management experience
  • Familiarity with financial reporting tools
15

Acct / Fin Analyst Resume Examples & Samples

  • Bachelor's Degree in Business, Accounting, Finance, or equivalent experience
  • Two to four years related work experience or zero to two years experience with an advanced degree or professional certification (CFM, CMA, CPA)
  • Professional certification (CFM, CMA, or CPA) or advanced degree
  • Good ability to read and interpret technical research and reports and apply information to specific business situations
16

Gbl Corp Function Fin Analyst Resume Examples & Samples

  • Understand the standard processes and work based on them
  • Identification of client needs and propose supervisor a solution to attend these needs
  • Analysis development and reconciliation – includes forecast, actual results and data for business analysis
  • Accounting and Forecasting
  • Higher education degree (or working towards it) in Finance or Accounting
  • Attention to detail, pride in being accurate
  • Ability to independently manage work activity and take directions for multiple customers
  • Desire to add value and continuously improve
  • Current understanding or willingness to learn the Accenture Economic Model
  • Strong English & Excel skills
17

Interm Fin Analyst Resume Examples & Samples

  • BS/BA required (Computer Information Systems/Finance/Accounting preferred)
  • Strong computer systems / systems architecture knowledge, advanced reporting capabilities (i.e. SQL, VBA, Tableau, Cognos, advanced Excel, Access, etc), data mining, modeling and manipulation
  • Strong business partner skills and communication skills in working with technology partners
  • Ability to meet multiple deadlines accurately and efficiently
  • 2+ years of technology, accounting or financial analysis work experience
  • Oracle/In$ight /SAP/eLedger or relatable general ledger systems experience
  • Operational reporting experience
  • Coding (SQL Writing, VBA, etc)
  • Concur Knowledge
  • Ariba Knowledge
18

Interm Fin Analyst Resume Examples & Samples

  • Bachelor’s degree in Accounting, Finance or relevant field
  • 2-4 years of experience in a related area
  • SAP and Oracle knowledge
  • Expertise in MS Excel (creating spreadsheets and using advanced formulas)
  • Keen eye for detail
19

Interm Fin Analyst Resume Examples & Samples

  • Must have a Bachelors degree (preferred Accounting/Finance)
  • Have 1-4+ yrs of experience performing month end close, journal entries, accruals, charge-outs, preparing balance sheet reconciliations (working with balance sheets/income statements) and processing invoices
  • Strong excel skills (comfortable working with V-look ups, pivots, etc)
  • Must be able to build strong relationships with key stakeholders
  • Be a self starter, self motivated
20

Fin Analyst Resume Examples & Samples

  • Prepare monthly budget variance analysis and forecasting reports for business review. Prepare monthly key performance indicator metrics reports. Maintain tables and databases. Update financial and business models as necessary. Track and report on special projects and initiatives. Perform consolidation and analysis on annual strategic and financial planning. Prepare ad hoc reports, analysis and conduct special projects as necessary. Participate in process improvement projects. Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals
  • Ability to work independently and ability to partner with other areas in the organization which could include members at an Executive level
  • Advanced Excel skills including working knowledge of pivot tables, macros and functions
  • Intermediate to advanced expertise using PowerPoint and Word
  • Working knowledge of SAP and SAP BPC 10.0 or higher preferred
21

Life Fin & Inforce Analyst Resume Examples & Samples

  • May need to provide interpretation of policy provisions, insurance guidelines, and abide by state laws
  • Identifies contestable or complex claim situations
  • Performs analytical work to provide accurate, timely, and suitable responses to inquiries
  • Other related functions include; review and process request for cash surrenders, loans, withdrawals and quotes. Ensures compliance for replacement and 1035 exchange cases
  • Provide direction and assistance to customers requiring policy provisions
  • Follows through as necessary to finalize and complete transactions
  • Partner with other business units to ensure successful implementation of corporate initiatives
  • Demonstrates most individual contributor key competencies, including analytical and decision making skills
  • Provides direction and assistance to customers requiring in-depth knowledge of policy provisions and terms
  • High School Diploma with equivalent business experience
  • Bachelor’s degree in related field or equivalent experience
  • Attention to detail, including and not limited to data entry
  • Basic knowledge of insurance products and workflow desired
  • 1 to 3 years of insurance industry experience a plus
  • Acts with appropriate sense of urgency
  • Easily adaptable to changes in business processes, work priorities and work environment
  • Quality driven
  • Proficient in excel, word, data entry and keyboard skills
22

Acct / Fin Analyst Resume Examples & Samples

  • Serves as a project leader for an assigned group of less-experienced accountants/financial analysts. Manages a multiple-step, complex project, or several smaller less complex projects simultaneously. Recommends action plans to management and leads implementation
  • Reviews reports, financial statements, journal entries prepared by others. Prepares complex reports with multiple input sources or in-depth calculations
  • Works with management to identify and develop enhanced reporting. Evaluates current reporting tools and processes. Recommends alternative methods and tools to management. Incorporates new tools and processes into existing environment. Trains impacted users
  • Prepares variance analysis of business results to provide management with feedback on achievement of goals. Recommends corrective actions
  • Evaluates major changes in regulations affecting accounting requirements. Reviews technical accounting and regulatory literature and identifies applicability to TCF. Recommend action plans to management and leads implementation of action plans
  • Develops internal controls, policies, and procedures. Updates documentation of account descriptions, reconciliation procedures, and accounting policies
  • Bachelor’s degree in Business, Accounting, Finance, or equivalent work experience
  • Six to eight years related work experience or four to six years’ experience with advanced degree or professional certification (CFM, CMA or CPA)
  • Advanced end-user computing skills
  • Strong leadership and project management experience
  • Strong ability to read and interpret technical research and reports and apply information to specific business situations
  • Advanced organization skills
  • Experience with Oracle general ledger
23

Senior Analyst, Fin-fs Resume Examples & Samples

  • Provide team-thought leadership in Revenue Management via analytically based recommendations that are translated into business results
  • Drive profitable growth strategies by assessing, recommending and activating pricing, promotion and mix opportunities
  • Develop long range pricing, promotion and mix strategies
  • Bachelor’s degree required; STEM background is a plus / MBA or business education is also a plus
  • 2+ years of working experience in consulting firm, financial institution, accounting firm or company, or role performing heavy data analytics, is required
  • Solid financial acumen
  • Customer facing experience to sell plans to customers
  • Solid presentation development & delivery skills to groups of 2 to 100 (Field releases)
  • Strong interpersonal skills to influence and sell recommendations internally
  • Systems knowledge a plus: Nielsen tools (e.g. Answers on Demand, Price Explorer, RPM, Assortman), SAP, Regression Analysis, Market Track, promotion evaluation tool, etc
24

Analyst, Fin-sc Resume Examples & Samples

  • Financial Planning & Analysis – Gain a total company perspective while focusing on planning and communication skills
  • Category Finance –Deep dive into a brand to understand its products and the market it competes in. Roles focus on business acumen and customer focus
  • Supply Chain Finance – In depth exposure to the procurement, manufacturing and distribution of our products to understand the entire supply chain. These roles focus on process excellence and decision making skills
  • Corporate Functions – Gain an understanding of the company’s accounting and financial processes and internal controls. Provide key support to business units and all functions. Roles focus on informing, planning and process improvement
  • A minimum of 2+ years of experience in Finance/Accounting
  • Hyperion and SAP skills desired
  • Proven strong analytical, interpersonal and organizational skills
  • Demonstrated problem-solving skills a must
  • Motivated self-starter with ability to manage multiple priorities and work
  • Independently
  • Comfortable dealing with ambiguity