Financial Analyst / Accountant Resume Samples

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LP
L Parker
Leann
Parker
299 Audreanne Manors
Phoenix
AZ
+1 (555) 171 4208
299 Audreanne Manors
Phoenix
AZ
Phone
p +1 (555) 171 4208
Experience Experience
Philadelphia, PA
Financial Analyst / Accountant
Philadelphia, PA
Kris-Pacocha
Philadelphia, PA
Financial Analyst / Accountant
  • Perform ad hoc reporting and analysis for Senior Management, including peer benchmarking and investor relations support
  • Leadership: Take on leadership responsibilities for projects. Work with other financial analysts and managers to insure consistency and accuracy of information
  • Business partner within new product segment of repair business, work with managers to keep spending in line with budget
  • Assist the Operations management team in the preparation and determination of the strategy and plans and quarterly review meetings
  • Site fix assets management.(inclusion, exclusion, control, reporting)
  • Transaction processing – Completion of journal entries, liaise with Outsourced Accounting Services Center regarding transactional issues, completion of miscellaneous monthly reports and the development and enhancement of accounting processes. Liaise with corporate accounting regarding the accounting treatment of new, unusual or infrequent transactions
  • Business unit reporting and analysis – assist with the analysis of business unit performance, financial models, and ad-hoc reporting to support strategic initiatives
San Francisco, CA
Cost Analyst / Financial Analyst / Accountant
San Francisco, CA
Bednar, Hansen and Wuckert
San Francisco, CA
Cost Analyst / Financial Analyst / Accountant
  • Review components, raw materials, freight and direct labor inputs on bills of material and material master information to ensure accuracy of cost standards and coordinate corrections with other departments as necessary
  • Assist with periodic standard costs rolls and explain impact of cost changes to management
  • Coordinate the annual labor standard review process; analyze actual labor performance data; and provide operations with recommended changes for crews and run rates
  • Assist with annual budget process to provide guidance on material costs, direct labor, freight and manufacturing overhead standards; review and analyze accuracy of new standard costs
  • Monthly closing responsibilities of analyzing and reporting PPV, analyzing production variances such as material usage variance and labor variances against standard, scrap/yield variances, preparing month end journal entries, and various account reconciliations
  • Provide support to Operations management on production performance, variances, and other analyses
  • Analyze production downtime and reconcile labor reporting to payroll data and hours reported in
present
Dallas, TX
Senior Financial Analyst / Accountant
Dallas, TX
Rutherford Group
present
Dallas, TX
Senior Financial Analyst / Accountant
present
  • Assists Business Controller, Business Finance Managers, and Chief Financial Officer with finance and accounting issues
  • Perform analytical review procedures and present conclusions & recommendations
  • Assembles data, reporting, and recommendations on ad hoc analyses requested by Finance, Merchandising, and senior management
  • Assist with month and quarter end close activities
  • Creates monthly travel report for business units
  • Assists in the completion of the monthly close process, including journal entry preparation, preparation or review of account reconciliations, analysis and identification of significant changes in and components of account balances, and interfacing with business personnel to understand the components of account balances
  • Assists with research and analysis during annual strategic planning process
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Tulane University
Bachelor’s Degree in Accounting
Skills Skills
  • An ability to make decisions, along with good organizational skills, and the ability to work to tight deadlines
  • Perform ad hoc reporting and analysis for Management, including historical trending and model profitability comparisons 
  • Skills / Knowledge - Learns to use professional concepts. Applies company policies and procedures to resolve routine issues
  • Perform ad hoc reporting and analysis for STG management, including historical trending and opportunities to improve profitability
  • Strong analytic skills and ability to think independently
  • Skills / Knowledge - Developing professional expertise, applies company policies and procedures to resolve a variety of issues
  • Excellent written and oral communication skills
  • Analytical Skills – Analytics professional with a thorough understanding of the business drivers to comprehend and communicate financial results
  • Supervision - Normally receives general instructions on routine work, detailed instructions on new projects or assignments
  • Strong PC skills including Microsoft Office
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7 Financial Analyst / Accountant resume templates

1

Senior Financial Analyst / Accountant Resume Examples & Samples

  • Bachelor's degree, preferably in accounting or finance. Professional certification (CFM, CMA or CPA) or advanced degree preferred. Knowledge of Generally Accepted Accounting Principles and Sarbanes-Oxley compliance, tax, and foreign exchange. Very good ability to read and interpret technical research and reports and apply information to specific business situations. Knowledge of federal and state financial regulations
  • 3-5 years business and financial work experience
  • Knowledge of finance, accounting and Generally Accepted Accounting Principles
  • Ability to analyze financial data and prepare financial reports
  • Knowledge of computer software, (i.e. Excel, PowerPoint and Microsoft Word)
2

Senior Financial Analyst / Accountant Resume Examples & Samples

  • Preparation & filing of financial statements in line with local GAAP & company policy
  • Primary contact for external auditors – preparation of audit file per company procedures
  • Assist with month and quarter end close activities
  • Prepare monthly and quarterly reconciliations in accordance with company policy
  • Perform analytical review procedures and present conclusions & recommendations
  • Prepare and review various journal entries
  • Analyze technical accounting issues and provide guidance as required
  • Provide timely and accurate accounting information to internal stakeholders as required
  • Drive implementation of new policies and procedures and ensure compliance
  • Opportunities to assist on mergers, acquisitions & liquidations and other ad hoc projects
3

Financial Analyst / Accountant Resume Examples & Samples

  • Handle budgeting, forecasting, analysis and evaluating the business for different entities
  • Provide management report and work closely with counterparts in different countries and functions, exposing to different arms of the business
  • You will have a minimum of 3-5 years of relevant experience in a financial analysis or financial accountant role
  • You should have a Degree in Accountancy/Finance; an accounting qualification will be an advantage
  • You will be handling counterparts from Japan, and will be participating in conferences/meetings conducted in Japanese, therefore proficiency in Japanese is required
4

Financial Analyst / Accountant Resume Examples & Samples

  • Assist in preparation of the monthly journal entries and monthly financial reporting
  • Cost and Inventory Accounting
  • Analyzes actual results against prior year, forecasts and budgets
  • Prepares and reviews customer profitability analysis
5

Financial Analyst / Accountant Resume Examples & Samples

  • Business unit reporting and analysis – assist with the analysis of business unit performance, financial models, and ad-hoc reporting to support strategic initiatives
  • Financial close – communication of variances, key operating metrics, highlights, and financial performance; prepare calculations, reconcile data from source systems, post journal entries, and prepare accruals, allocations, reclassifications, and journal vouchers
  • Financial reporting – generate reports during the financial close and prepare executive financial close packages and dashboard presentations
  • Periodic reporting – preparing and reviewing internal and external financial reports and presentations
  • Controls – prepare general ledger account reconciliations, maintain and keep key process documentation, and assist in the preparation of audit and regulatory requests
  • Bachelor’s degree in Accounting and 1-3 years accounting experience is strongly preferred
  • CPA licensed or meets requirements with desire to obtain license beneficial
  • Willingness to obtain Series 7 licensing within agreed upon time
  • Attention to detail, accuracy, and reliability with a drive for continuous improvement
  • Strong written and verbal communication skills with the ability to work effectively as a team player
  • Maintains effectiveness when experiencing and adaptable to changes in responsibilities, processes, or structure
  • Organizational and time management skills with the ability to work independently, complete multiple concurrent responsibilities, proactively communicate and take initiative
  • Proficient in Microsoft Office products with an emphasis on Excel
6

Financial Analyst / Accountant Resume Examples & Samples

  • Analyze KPI’s
  • Participate in physical inventory counts
  • Support & interact with different departments
  • Partake in various special projects/ process improvements
  • Retail industry experience a plus
  • MUST have 2+ years of experience
7

Cost Analyst / Financial Analyst / Accountant Resume Examples & Samples

  • Review components, raw materials, freight and direct labor inputs on bills of material and material master information to ensure accuracy of cost standards and coordinate corrections with other departments as necessary
  • Prepare cost estimates and evaluate and analyze the profitability of proposed new items, customer accounts, products as requested; work with Pricing to ensure that appropriate information is provided for customer profitability and margin analysis
  • Assist with periodic standard costs rolls and explain impact of cost changes to management
  • Coordinate the annual labor standard review process; analyze actual labor performance data; and provide operations with recommended changes for crews and run rates
  • Assist with annual budget process to provide guidance on material costs, direct labor, freight and manufacturing overhead standards; review and analyze accuracy of new standard costs
  • Monthly closing responsibilities of analyzing and reporting PPV, analyzing production variances such as material usage variance and labor variances against standard, scrap/yield variances, preparing month end journal entries, and various account reconciliations
  • Provide support to Operations management on production performance, variances, and other analyses
  • Analyze production downtime and reconcile labor reporting to payroll data and hours reported in
  • At least three or more years of general accounting experience
  • Bachelor’s Degree in Accounting is required
  • High-Level Excel User
  • Large ERP system experience is highly preferred
  • Excellent Communication and Analysis skills
8

Financial Analyst / Accountant Resume Examples & Samples

  • Internal Reporting - Assist in the completion of the monthly close process including, journal entry preparation, preparation or review of account reconciliations and analysis and identification of the significant changes in and components of account balances. Interface with business personnel to understand the components of account balances. Assist with SOX compliance matters as it relates to the business
  • Transaction processing – Completion of journal entries, liaise with Outsourced Accounting Services Center regarding transactional issues, completion of miscellaneous monthly reports and the development and enhancement of accounting processes. Liaise with corporate accounting regarding the accounting treatment of new, unusual or infrequent transactions
  • Special Projects and External Audit – Assist in the completion of various special projects, including IT integration, and provide counsel to business units and corporate personnel on potential transactions and the effects on account balances. Assist in the completion of the external audit matters as it relates to the business
  • Analytical Skills – Analytics professional with a thorough understanding of the business drivers to comprehend and communicate financial results
  • Communication Skills – Able to work and communicate effectively with Peers, Sr. Leadership and external support groups to gain support for the execution of the strategies and initiatives that need to be implemented
  • Organization/Administrative Skills – Good organization skills are essential so that strict deadlines are met and essential information, whether historical or on current issues, can be assessed in a timely manner
  • Partnering Skills – Good interpersonal skills are necessary, allowing the individual to effectively partner with and become a resource to others in the department as well as to Senior Management
  • PC Skills – Advanced Excel, Essbase, Peoplesoft, Microsoft Office Suite, Business Objects, Financial modeling, Charts & Dashboards
  • Self-Starter – A strategic thinker who is dynamic, proactive, self-starting, able to work independently, and results-oriented, including a willingness to take on additional projects and improve current processes
  • Education – Degree in Accounting or Finance, CPA /CFA or other professional finance designation preferred
  • Minimum 2 to 5 years work experience in accounting
9

Financial Analyst / Accountant Resume Examples & Samples

  • 1) Advanced Microsoft Excel, including developing validation system with Excel file and creating reports from multiple data sources
  • 2) Analyzing billings/bookings data using Business Objects
  • 3) Creating reports and analyzing commissionable billings using Qlikview
  • 4) Data analysis using Cognos/Varicent (incentive actual, data for sales territories)
  • 5) Data analysis using Structured Query Language (SQL) (incentive actual)
  • 6) Advanced Microsoft Powerpoint, including creating/sharing the crediting rule and presenting the information; and
  • 7) Bookkeeping and accounting for international communication
10

Financial Analyst / Accountant Resume Examples & Samples

  • Prepares, reviews, and inputs journal entries for month end close
  • Responsible for the preparation and analysis of monthly cost of goods sold reports and ad hoc analysis
  • Responsible for Inventory reconciliations and maintaining any book to physical changes
  • Coordinate with program managers to facilitate monthly project cost estimates at completion
  • Preparation of business unit budgets and financial reports necessary to control and assess the ongoing performance of the business unit
  • Preparation of business unit overhead rates for both financial accounting and forward pricing of DOD funded contracts
  • Maintain existing cost accounting and control procedures and methods consistent with internal financial policies and SOX requirements. Recommend and implement changes to internal policies and procedures when necessary
  • Interface and work with internal and external auditors including DCAA
  • Conduct studies, prepare reports, and analyses, and provide recommendations for improving all aspects of business
  • Establish and maintain database queries of pertinent information for analysis
  • BA or BS degree in accounting/finance with 5+ years' experience in accounting theory, cost accounting in a project based manufacturing environment, G/L experience
  • Must possess current status with GAAP, CAS, FAR
  • Experience with and understanding of manufacturing business processes preferably in an engineered-to-order, project oriented business environment
  • Experience working with SOX requirements
  • Oracle or similar ERP System is a plus
  • Must be US citizen and able to obtain government DOD security clearance
  • Good communication skills (written and verbal)
  • Professionalism and commitment to quality and customer service
11

Financial Analyst / Accountant Resume Examples & Samples

  • In-depth knowledge of Microsoft Office Products (Excel, Access)
  • Experience with PowerPlant, Maximo, Oracle Financials, SOFIA/SARA, Budworks, SAS and other business/accounting applications preferred
  • Ability to make recommendations to management based on financial trends and projections
  • Understanding of budgeting, cost tracking, financial projections techniques, and methods
  • Excellent analytical, accounting, budgeting, and creative problem-solving skills
  • Ability to analyze data, plan strategically, and make recommendations that achieve desired business results
  • Ability to apply technology to business processes
  • Personal ownership and initiative
  • Ability to work independently, as well as under direct supervision or in a team environment
  • Cost Analysis and Reporting: Supports the analysis of cost and budget data for Operations Budgeting and Reporting, and provide quantitative and analytical feedback to management to allow for improved budgeting and spending decisions. Gathers information and compiles reporting activities to departmental managers to enable information to be utilized in the business unit decision-making processes
  • Budgeting:Supports the development of Southern Company Operations budget and forecasting processes. Coordinates budget schedules, data requests, variance analysis, and reporting with business units
  • Leadership: Take on leadership responsibilities for projects. Work with other financial analysts and managers to insure consistency and accuracy of information
12

Financial Analyst / Accountant Resume Examples & Samples

  • Support CR repair service and engineering managers. Budget review, actuals and forecasts
  • Perform ad hoc reporting and analysis for Management, including historical trending and model profitability comparisons 
  • Perform ROI Analysis requested
  • Review processes followed for budgeting tool and identify areas of opportunity for improvement
  • Quarter end review of cost and analysis 
  • Site fix assets management.(inclusion, exclusion, control, reporting)
13

Senior Financial Analyst / Accountant Resume Examples & Samples

  • Assists in the completion of the monthly close process, including journal entry preparation, preparation or review of account reconciliations, analysis and identification of significant changes in and components of account balances, and interfacing with business personnel to understand the components of account balances
  • Processes invoices for vendors and handles inquiries/claims from vendors
  • Creates monthly travel report for business units
  • Assembles data, reporting, and recommendations on ad hoc analyses requested by Finance, Merchandising, and senior management
  • Assists with research and analysis during annual strategic planning process
  • Assists Business Controller, Business Finance Managers, and Chief Financial Officer with finance and accounting issues
  • Assists in the completion of various special projects
  • Three (3) years experience in a mid- to large-size retailer, packaged goods, or manufacturer
  • Certified Public Accountant (CPA) or other professional finance designation is a plus
14

Financial Analyst / Accountant Resume Examples & Samples

  • Support Total Company roll up of quarterly and interim financial forecasts
  • Provide support for Board of Directors and Earnings Call preparation
  • Perform ad hoc reporting and analysis for Senior Management, including peer benchmarking and investor relations support
  • Enhance and support analytical tools designed to accelerate the execution of key priorities
  • Energy and personality to work in a dynamic environment across all levels of management and across business functions
  • Strong analytic skills and ability to think independently
  • Strong communications and organization skills
  • Experience with Oracle 11i financials and Essbase preferred
15

Financial Analyst / Accountant Resume Examples & Samples

  • Updating weekly bookings, revenue and cost reports for STG group
  • Local compliance in China - review and approve local customers orders upon proper documentation
  • Revenue accounting for Asia - review revenue recognition on service orders and adjust accordingly
  • Quarterly departmental spending forecast and analysis for Asia
  • Quarterly close process for Asia
  • Perform ad hoc reporting and analysis for STG management, including historical trending and opportunities to improve profitability
  • BS/BA Accounting or Finance
  • Minimum 2 years accounting experience
  • Strong computer skills, including excel
  • Self motivated, with the ability to work independently
16

Financial Analyst / Accountant Resume Examples & Samples

  • Accounts receivable and payable: receives, organizes, tracks, codes, prepares and enters receipts, invoices expense reports and reimbursements for/into school accounting business processes and systems
  • Generates, tracks, maintains, and reconciles purchase orders/requisitions
  • Prints and mails checks; coordinates Invoice check-signing with school management and boards of directors
  • Supports collections processes and analyses; Coordinates administration of bank accounts
  • Ensures proper handling of financial transactions and approves transactions within designated budget limits and signer authority requirements
  • Reviews, researches, investigates, corrects and reports errors and inconsistencies in invoices, contracts, financial entries, documents, and reports
  • Ensures and monitors compliance with generally accepted accounting principles, state, district and company procedures; (including staffing analyses and annual cost reports)
  • Supports and coordinates annual school insurance requirements and processes
  • Supports Student ISP Reimbursements
  • Develops and maintains school Finance compliance calendars, checklists and reporting requirements; submits reports
  • Participates in month-end close process and monthly schedules
  • Collaborates with finance and accounting teams and school staff to gather, summarize and analyze data
  • Assists with audits, including Sarbanes-Oxley (SOX) audit work, as needed to ensure state, district, and corporate compliance
  • Participates in business support processes
  • Supports development of annual budgets and budget vs. actuals analysis
  • Researches and prepares variance analysis and explanations
17

Financial Analyst / Accountant Resume Examples & Samples

  • Relevant Experience or Degree in: Accounting, Finance or related degree or qualifying certification (CPA, CMA, ACA, CIMA, ACCA Certification)
  • Typically No Relevant Experience Required
  • CPA/CMA candidate or other relevant certification preferred
  • Skills / Knowledge - Learns to use professional concepts. Applies company policies and procedures to resolve routine issues
  • Job Complexity - Works on problems of limited scope. Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained. Builds stable working relationships internally
  • Supervision - Normally receives detailed instructions on all work
  • Microsoft Office - Experience in the use of systems and Microsoft Office, particularly Excel
18

Financial Analyst / Accountant Resume Examples & Samples

  • Assist the Operations management team in the preparation and determination of the strategy and plans and quarterly review meetings
  • Able to multi task and assist in the development and implementation of goals and procedures relating to financial management, budgeting, and accounting
  • Analyze and synthesize cost down trends by platform and market segment
  • Oversee the financial implications of our outsourced manufacturing partners
  • Ad hoc requests, including supplier financial analysis
19

Financial Analyst / Accountant Resume Examples & Samples

  • Support the investment, growth, and pricing decisions in a rapidly growing technological company, which has a direct impact on profitability
  • Responsible for hands-on bookkeeping/accounting including accounts payable/receivable, travel expenses, payments
  • Participate in the quarterly forecasting process, including preparation of a full P&L, balance sheet, cash flow analysis and other key metrics
  • Carry out financial reporting for the Americas on a weekly, monthly, and quarterly basis
  • Lead all financial accounting activity, ensuring quarterly results comply with GAAP
  • Prepare close schedules required to support financial statements
  • Track and analyze variances to forecast
  • BS degree in Finance with 2-3 years of accounting experience
  • Self-starter with a natural curiosity to learn
  • Excellent communication skills, both orally and in writing
  • Strong interpersonal skills with a particular sensitivity to customer needs
  • An ability to make decisions, along with good organizational skills, and the ability to work to tight deadlines
  • Strong excel skills
  • Some international and domestic travel
  • Experience with MS Dynamics preferred (not required)
20

Financial Analyst / Accountant Resume Examples & Samples

  • Finance lead within repair organization, responsible for consolidation of repair spending and allocation process
  • Business partner within new product segment of repair business, work with managers to keep spending in line with budget
  • Analysis of repair business by platform including revenue, allocations and spending
  • Analysis of repair costing process on a per instrument basis
  • Preparation and consolidation of quarterly metrics, including spending, capital spend, and repair transactions
  • Analyze spending between fixed versus variable costs and work with managers to understand changes and trends in these categories
  • Fixed asset analysis of additions and depreciation for spare inventory
  • A Minimum of 5 years of related business experience
  • Strong analytical skills and ability to think independently
21

Financial Analyst / Accountant Resume Examples & Samples

  • Typically Minimum 0- 2 Years Relevant Exp
  • Related professional accounting experience
  • Experience with Microsoft Dynamics, Hyperion Financial Management, and Hyperion Planning a plus
  • Skills / Knowledge - Developing professional expertise, applies company policies and procedures to resolve a variety of issues
  • Job Complexity - Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Builds productive internal/external working relationships
  • Microsoft Office - Proven experience in the use of systems and Microsoft Office, particularly Excel