Financial Analyst, Senior Resume Samples

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L Yost

Lillie

Yost

57907 Hartmann Lakes

Boston

+1 (555) 358 4793

57907 Hartmann Lakes

Boston

Phone

p +1 (555) 358 4793

Experience Experience

Phoenix, AZ

Financial Analyst Senior

Phoenix, AZ

Kozey LLC

Phoenix, AZ

Financial Analyst Senior

Perform Make vs. Buy or Make vs. Make analysis
Support the PT Operations Finance Mgr in developing operating plans, forecasts, performance analytics, reporting, and working capital management (DSI)
Work directly with Land Acquisition and Development team to maintain development budgets and ensure compliance with SOX controls
Review and analyze data in order to prepare OP plan. Work with Channel Marketing Managers in developing plan aligned to business objectives
Assists during budget development process by compiling reports, entering budget information, and developing internal communications
Creates hypotheses and analyses to identify and recommend business process improvements that create efficiencies with own tasks and within the team
Policies and Procedures: Maintain and create procedures and work processes for performing the job function

Boston, MA

Financial Analyst, Senior

Boston, MA

Balistreri LLC

Boston, MA

Financial Analyst, Senior

Work closely with the country Controllers and Regional/Global FP&A Groups to build standard work and work on process improvements
Create and update high level and detail cost reports in order to provide project financial information to project managers and stakeholders
Work with Business Managers to compare monthly performance with projected targets and to draw business conclusions
Establishing a standard for high quality work and timeliness, and implementing process quick-hit changes to improve process quality and efficiency
Performs reporting - Develops and modifies financial reports and statements. Creates advanced visualizations of extracted data
Create hypotheses and analyses to identify and recommend business process improvements that result in increased Company revenue and profits
Work with Business Units to gather information and develop best practices

present

Houston, TX

Financial Analyst Senior Associate

Houston, TX

Cruickshank and Sons

present

Houston, TX

Financial Analyst Senior Associate

present

Deal with requests for ad hoc reports or financial information, and work with internal and external EY personnel to verify or provide information
Assist in developing enhancements, functionality, testing and administration the of the GPRS Partnership Allocation Recommendation system
Develop highly complex financial models in Excel and Access, analyze results and communicate them to upper management
Deal with requests for ad hoc reports or financial information, and work with internal and external Ernst & Young personnel to verify or provide information
Assist in Global adhoc reporting and administration of partner earnings process
Develop highly complex financial models in Excel, which include re-allocating costs based on actual usage rates and spending. Analyze results and communicate them to management
Deal with requests for ad hoc reports or financial information, and work with internal and external Ernst & Young personnel to verify information

Education Education

Bachelor’s Degree in Accounting

Liberty University

Bachelor’s Degree in Accounting

Skills Skills

Strong organizational skills, in particular, an attention to detail and the ability to prepare reports in a timely and effective manner
Detail and quality oriented with the ability to prepare timely and accurate reports
Strong organizational skills. In particular, an attention to detail and the ability to prepare reports in a timely and effective manner
Able to maintain confidentiality and use discretion and good judgment with sensitive data
Complete proficiency in Microsoft Excel and working knowledge in other MS Office products
Complete proficiency in Microsoft Excel, PowerPoint, and working knowledge of other MS Office products
Ability to work independently and as a team member with a demonstrated ability to develop and maintain effective working relationships
Presentation skills: comfortable assembling detailed analyses and comprehensive strategic rationale in PowerPoint
Apply professional knowledge to carry out assignments with limited supervision
Maintains a solid working knowledge of all health plan contracts and their assignments to various client entities

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15 Financial Analyst, Senior resume templates

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Financial Analyst, Senior Resume Examples & Samples

Will be intimately involved in the annual budgeting process, forecasting and business decision process, determining financial needs of organization and working with executives and their teams as a business partner providing counsel to achieve financial objectives. As part of this, the successful candidate will enhance existing reporting capabilities to ensure consistent global reporting and analysis
Successful candidate should bring a strong analytical capability to assess and evaluate financial performance, and forecast the future with accuracy, precision, and timeliness, thereby inspiring credibility among the stakeholders of the business including the executive team, employees, customers, and the company’s investors
Corporate Brand analysis that supports global growth
Compliance and effectiveness of Global Marketing spend
Instrumental in the development and maintenance of global scorecards to help monitor, assess, and provide insight into potential opportunities to for brand performance. A successful candidate should be able to meet the following objectives
Quickly integrating into the mainstream of financial planning activities within the company, developing a rich understanding of the corporate planning, annual/3-year financial planning
Establishing a standard for high quality work and timeliness, and implementing process quick-hit changes to improve process quality and efficiency
Making recommendations to enhance the company’s profitability
Collaborating with functional leaders to determine their needs for FP&A support and demonstrating timely and competent analysis of budgets, forecasts, operating results, and business plans to determine achievement of stated business objectives
Establishing effective working relationships with executives to build credibility and support for the company’s business plan and financial projections by keeping management informed of departmental progress and/or problems, leading discussion of plans and programs that have been analyzed for cost effectiveness and profitability
Bachelor’s Degree with a concentration in Finance, Economics, Accounting or Business

Financial Analyst Senior Associate Resume Examples & Samples

Initiate all transactions required to correct any mis-statement of the general ledger
Help prepare the annual financial plan, as well as periodic forecasts for practices
Handle inter-business unit transactions as required
Deal with requests for ad hoc reports or financial information, and work with internal and external Ernst & Young personnel to verify information
Develop highly complex financial models in Excel, which include re-allocating costs based on actual usage rates and spending. Analyze results and communicate them to management
Prepare PowerPoint presentations for management. Prepare information to be included in external and statutory reporting
Prepare more complex financial reporting for internal client management
Computer proficiency in Essbase (a financial tool that allocates administrative costs throughout business units) ad hoc reporting, and Hyperion. Significant working knowledge of advanced Excel, Access and Business Objects

Financial Analyst, Senior Resume Examples & Samples

Analyzes the results of business line performance including the comparison of actual results to budget and forecast. The analysis produced is utilized to communicate corporate performance to the Bank’s shareholders, make strategic decisions and to serve as a control point to determine the accuracy of financial information
Analyzes proposed plans including pricing, products, programs, and investments to determine costs and profit; analyzes results of proposals implemented
Analyzes and interprets financial data and compiles statistical reports on current financial developments, financial policies and plans, and significant organization developments
Assists in the development and implementation of customer and product profitability in conjunction with various other units
Researches relevant business developments in the organization and/or within the industry
Assists with the integration of acquired entities into the unit profitability reporting and budgeting processes
2+ years of experience in retail banking highly preferred/financial services industry preferred
Banking product level expertise strongly preferred, in addition to thorough knowledge of financial institution balance sheet and profit and loss analysis statements
SQL, Access and Advanced Excel skills strongly preferred
Working knowledge of Hyperion
Comfortable working with large quantities of data
Microsoft Office (Excel, Word, Powerpoint, Access)

Financial Analyst, Senior Resume Examples & Samples

7+ years of experience with the financial management of accounts
7+ years of experience with business analysis
5+ years of experience with analytical and financial modeling techniques
7+ years of experience with supporting internal financial operations, including analytics around revenue, cost, and budget
7 years of experience with analyzing trends and financial impact
Experience with reporting operations or business results for multi-million dollar business units that support government contract programs
Experience with business intelligence tools
Experience with modeling in Microsoft Excel
Ability to establish credibility with home team leadership and build excellent working relationships
Possession of excellent presentation and analytical skills

Senior Financial Analyst / Senior Accountant Resume Examples & Samples

Perform financial statement analysis to support actuals, budgets, and forecasts
Create complex financial models to support organizational procedures and goals
Evaluate projections for new business developments
Inventory, distribution or product based industry experience, preferred

Financial Analyst Senior Associate Resume Examples & Samples

Assist in developing enhancements, functionality, testing and administration the of the GPRS Partnership Allocation Recommendation system
Assist in Global adhoc reporting and administration of partner earnings process
Identify any ongoing issues that affect partner reporting
Deal with requests for ad hoc reports or financial information, and work with internal and external EY personnel to verify or provide information
Understand how changes in the firm and/or structure will impact partner reporting results
Develop highly complex financial models in Excel and Access, analyze results and communicate them to upper management
Participate in special projects as necessary
Advanced PC skills and expert knowledge of MS Excel. Knowledge of MS Access, SQL Queries and Business Objects a plus
Exhibits a positive can-do attitude and approach to responsibilities; meets new challenges and changes with an open mind; demonstrates commitment to the job; with initiative and can work independently as well as part of the team
Willing to work flexible hours when an important request comes in or when necessary
Demonstrate poise and confidence when interacting with top management

Financial Analyst Senior Resume Examples & Samples

Prepare quarterly and annual SEC filings, including Forms 8-K, 10-Q, and 10-K, including presentation of all financial statements, footnotes, and drafting of Management's Discussion and Analysis (MD&A)
Responsible for compliance with XBRL, including data tagging and custom tag definition as required
Perform GAAP and SEC technical research and communicates findings to senior management as required
Assess impact of new accounting pronouncements on Robert Half's financial statements
Pursuant to distribution of this reporting, interface with management as needed to answer questions and provide variance explanations. Supervise the assembly of the monthly reporting binder
Analyze monthly financial results and, as needed, prepare variance analysis for all levels of management
Provide financial data to senior management and other corporate departments
Create and maintain complex reporting layouts and spreadsheets. These reports involve elaborate requirements including currency translation, geographic and business unit consolidation and macros and require a high level of proficiency with excel and PeopleSoft
Maintain the external reporting process maps. Primary external/internal auditor contact for external reporting process maps
Perform ad hoc GAAP and accounting policy research
Produce complex PowerPoint slides which contain quarterly and annual financial results and are included in executive presentations to external investment institutions. These presentations are posted to the Robert Half website
Thorough understanding of US GAAP and SEC reporting requirements
Financial Reporting Tool experience (nVision or similar tool preferred)

Financial Analyst, Senior Resume Examples & Samples

Experience supporting a sales segment or region as part of a larger matrix-based organization
Experience with Hyperion, Essbase or similar type of financial software
5+ years of financial planning & analysis experience

Financial Analyst, Senior Resume Examples & Samples

Reviews assigned business unit client contracts for billing administration and Professional Services revenue recognition
Coordinates and prepares monthly billing requests and supporting schedules primarily for software license fees, client service work orders and professional services such as consulting
Administers and maintains revenue and billings in the SAP project and billing systems
Ensures proper procedures related to license and professional services revenue recognition are followed in accordance with Fiserv policies and GAAP. Works closely with accounting to resolve any revenue recognition issue
Works closely with Sales and Project Management in support of project accounting/billing functions and to ensure client contract activities are properly billed and recorded
Analyzes the unbilled and unearned balance sheet accounts and research transactions as necessary
Prepares professional services trend analyses and reports of labor resource utilization, as requested
Provides Accounts Receivable support to business unit Relationship Management
Provides accounting support as needed during month end closing, forecasting, and budgeting processes for the assigned operations
Assists with training, guidance, development of other members of accounting/finance dept. as needed
Performs other ad hoc tasks as assigned by management
Typically requires 2 years business related experience in project accounting or cost accounting preferred
Requires good understanding of revenue recognition policies
Experience with interpretation of large client contracts and understanding of impacts and application to accounting and finance preferred
Experience with SAP or similar financial accounting systems a plus
Experience with financial analysis in a Professional Services organization preferred
Requires proficiency in spreadsheet preferably MS-Excel
Occasionally may travel if working on a special project

Financial Analyst, Senior Resume Examples & Samples

Support of senior level Enterprise Client Partner team through monthly reporting, variable compensation calculations, budget setting and a variety of ad hoc analyses
Create hypotheses and analyses to identify and recommend business process improvements that result in increased Company revenue and profits
Conduct special financial and business related studies and cooperate with other departments in preparing analyses
Problem solving is expected and frequent. Must be able to define issues, collect data, establish facts, and draw valid conclusions
Create C-level presentations of financial and operational results
Ensure accuracy and transparency of reported and forecasted results
Remove complexity from models and processes to free time to focus on needed analytics (product profitability, pricing, margins, etc.)
Work with Business Units to gather information and develop best practices
Ensure compliance with GAAP and Corporate Policy
MBA degree in Finance or Accounting
Audit background preferred
Ideal candidate will have significant experience in Excel based financial modeling, creating various financial analyses and working with non-finance business partners. Prior experience working with revenue analyses is a plus
Must be able to make decisions based on precedent and solve problems using sound professional judgment, experience, and conducting research
Ability to synthesize large amounts of raw data and make the complex simple, inform management of significant findings, propose new analyses to add value, and make recommendations leading to improved Company performance
Strong organizational skills. In particular, an attention to detail and the ability to prepare reports in a timely and effective manner
Ability to prepare business cases as needed to support a growing technology business
Must have a thorough understanding of the organization, work environment, and processes with strong knowledge of financial analysis techniques
Ability to communicate effectively, both verbally and in writing, with supervisors and peers and to establish and maintain effective working relationships with employees, business partners and company officials
Advanced skill level in Excel, PowerPoint and Word
Limited travel as required

Financial Analyst Senior Resume Examples & Samples

Coordinate Sales Forecast for the LACC Region by serving as the main point of contact between Sr. Management, Sales and Finance. Follow the sales cycle from the creation of a lead in eCRM, pipeline reports, projected Revenue Impact, to closed deal reports and actual Total Contract Value attainment
Conduct bi-weekly review sessions with Sr. Management and Sales team based on forecasted opportunities
Support the Sales Executive or Client Partners in presenting opportunity proformas and financial packages as needed for next level management approval and concurrence
Create and prepare Deal Review Board Presentations; as required, for assigned deals
Create and consolidate presentations of financial and operational results for Sr. Management, Group and Corporate

Financial Analyst Senior Associate Resume Examples & Samples

Assist in Global adhoc reporting and Earnings process
Deal with requests for ad hoc reports or financial information, and work with internal and external Ernst & Young personnel to verify or provide information
A minimum of 2-5 years related accounting experience

Financial Analyst, Senior Resume Examples & Samples

Perform various financial modeling
Manage proposal process for new core client prospects and renewals
Participate in Price Committee process to optimize net revenue on all product offerings
Validate product-level support costs and business unit integration costs
Validate with Account Management and Global Sales teams that pricing maximizes sales
Negotiate pricing with Account Management for package deals and discounts sought on individual product sales to existing clients
Manage price book and pricing templates
Communicate product pricing to internal teams as appropriate
Minimum of 2 years business or finance related experience
Intermediate to advanced Excel skills required
SAP and SAP Business Analyzer experience preferred
Ability to collect, integrate and analyze information from multiple sources to create a cohesive, fact-based analysis
Detail and quality oriented with the ability to prepare timely and accurate reports
Pro-active with the ability to anticipate future needs
Exercises a high degree of discretion and confidentiality
Travel as required, expected to average less than 10%

Financial Analyst, Senior Resume Examples & Samples

Four + years business related experience including similar job responsibilities
Must be able to make decisions based on precedent and solve arising problems using sound judgment and experience
Strong advanced technical application use and knowledge such as MS Office (Word, Excel)
Minimal, less than 10%
Strong technical skills, particularly in Excel
Self – Starter
CPA and MBA a plus

Financial Analyst, Senior Resume Examples & Samples

Work with the Output Solutions Business Leaders to plan, develop, prepare, and maintain business unit’s budgets/forecasts as well as produce the monthly/quarterly/yearly consolidated reporting that compares actual results, budgets, and forecasts on items such as revenue, expenses, transactions, etc
Assist the Output Solutions Finance Team with consolidation results and analyses of 34+ Profit and Loss statements including actual results, forecasting, product profitability, budgeting and long range planning
Strong hands-on approach to learn business and current complex planning / forecasting models and modify models appropriately
Participate in monthly accounting close to assure appropriate accruals and accurate accounting entry postings
Utilize systems and data to perform complex analyses to resolve difficult business and customer issues
Interact with different client groups to provide analytical support
Solid understanding of GAAP principles when recognizing or accruing revenue and expenses
Perform other duties as assigned
Minimum of zero to one years of relevant experience in finance and/or accounting
Familiar with reconciling data and is open to learning new systems
Proficiency with Excel, PowerPoint, and Access is required, while SAP and Business Explorer is a plus
Knowledge of finance and accounting theories, principles, and practices
Willingness to challenge the status quo
Proactive and motivated to be involved in special projects to continuously improve effectiveness and efficiency of the Output Solutions reporting processes and IT organization
Strong hands-on approach to learn business and current complex planning/forecasting models
Interact with different groups to provide analytical support
Maintains a sense of urgency
Able to problem solve and trouble shoot
Able to maintain confidentiality and use discretion and good judgment with sensitive data
Able to interpret financial statements

Financial Analyst, Senior Resume Examples & Samples

Participates in Financial Planning & Analysis Function for a $875M operating unit of Fiserv
Prepares monthly, quarterly and annual reporting for the Digital Banking Group office
Performs ad hoc analyses for operational and financial management
5 + years business related experience including similar job responsibilities

Financial Analyst / Senior Accountant Resume Examples & Samples

Responsible for a good portion of the general accounting functions including: accounting, financial reporting, cost accounting and internal controls and SOX compliance
You will contribute and do at least half of the month-end close duties and closing process
Month-end journal entries, GL account analysis, monthly balance sheet reconciliations, P&L and Balance Sheet Report preparation
Cost Accounting, capital project and fixed asset accounting
Internal controls and SOX testing
At least five or more years of accounting and finance experience is required
Cost Accounting experience is highly preferred
Manufacturing experience is highly preferred
SAP or another ERP software experience is highly preferred
Personality desired is someone with excellent communication skills and someone who is results driven and takes initiative

Financial Analyst, Senior Associate Resume Examples & Samples

Generate monthly reports for reviewing and analyzing financial results
Review, reconcile and analyze the general ledger account for the business unit
Initiate all transactions required to correct any misstatement of the general ledger
Compare actual financial results to forecast, and explain variances when necessary
Identify any ongoing issues that affect financial reporting
Communicate with external contacts and internal personnel to resolve open issues
Consult and train other members of the staff on reporting and analysis tools
Supervise, guide, and evaluate the work of one or more less-experienced financial analysts
Strong interpersonal skills, with the ability to teach basic software functionality to others
Ability to communicate clearly and concisely, both orally and in writing
Demonstrated poise and confidence when interacting with top management
A minimum of 4-6 years related accounting experience
Bachelor's degree in Accounting or Finance, or equivalent experience

Financial Analyst Senior Resume Examples & Samples

Advanced Excel skills with experience using and building complex spreadsheet models
Experience writing reports with Business Objects or equivalent Business Intelligence reporting tool
Experience with SAP and/or BEX Analyzer reporting a plus
Knowledge of strategic plan and day to day execution
Bachelor's degree in Finance or Accounting, with experience in Wholesale industry (a plus)
Knowledge of a variety of financial disciplines and processes
Experience in budget and forecast processes
Understanding of Wholesale industry metrics and trends
Commercial understanding of key profit drivers and product profitability

Financial Analyst Senior Resume Examples & Samples

Knowledge of Lean, Six Sigma methodologies and continuous improvement is preferred
Practical understanding and application of improvement practices, including identification and assessment of upstream and downstream impacts of any proposed changes
Ability to build critical relationships and cultivate a high sense of urgency
Ability to drive, document and communicate cross functional process improvement and root cause initiatives
Strong written and verbal communication skills, including experienced presentation skills
Comprehensive understanding of data analysis and how data can be utilized to develop strategic solutions to process breakdowns
Excellent analytical, project management and organization skills with keen attention to detail and ability to comprehend complex operational challenges

Capital Recovery Financial Analyst, Senior Resume Examples & Samples

Forecasting capital revenue requirements and analyzing data for regulatory filings; strategizing the best ways to balance recovery of costs and provide rate stability to customers; and visiting plant sites to document and present data on plant assets and processes
4 years of experience in finance or accounting
Bachelor’s degree in accounting, or job-related discipline or equivalent experience
Can use logic to solve problems, does not stop at first answers
Strong analytical skills with an attention to detail and passion for excellence
Advanced Microsoft Excel
Microsoft Access proficiency
SAP, BPC, BW and/or Power Plant experience
MBA or other advanced finance/business/accounting degree
Professional license, such as CPA or CMA

Financial Analyst Senior Specialist Resume Examples & Samples

Independently research and respond to interpretative questions, regulatory matters and issues related to SEC and FINRA rules, as referenced in Major Purpose section, and other rules. Participate in meetings with staff, member firms and/or other regulators to discuss and resolve financial and operational related interpretative questions
Provide guidance on specific regulatory matters, member firm proposals and other initiatives
Research proposed or new SEC and FINRA financial and operational rules and summarize key aspects for presentation to staff at educational and training sessions
Maintain a high level of competency and expertise of SEC and FINRA financial responsibility and operational rules
Lead and assist in the preparation and presentation of training sessions to FINRA staff on financial and operational matters and related regulatory issues
Provide information for the preparation and publication of FINRA Regulatory Notices and rule interpretations
As assigned, represent the department or FINRA on internal and external committees, meetings, conferences, training seminars and other events to discuss and provide technical advisement on financial and operational regulatory issues and other related initiatives
Bachelor's Degree in Accounting, Finance with a minimum of 9 credits in accounting preferred
Minimum eight years of securities industry experience in a regulatory, financial or operational capacity required. Knowledge of broker-dealer operations a plus
Advanced technical knowledge of SEC and FINRA financial responsibility and operational rules
Demonstrated ability to analyze complex matters and business practices arising from various broker-dealer business models, including self-clearing, carrying, dealer, market-maker and special products firms
Strong interpersonal skills. Emphasis on teamwork and collaboration
Ability to work independently applying depth and breadth of knowledge and expertise to various situations as they arise
Proven advanced time management skills and ability to manage projects and work independently to bring projects to completion

PBM Financial Analyst Senior Resume Examples & Samples

Implements new processes, process improvements, and best practices related to guarantee monitoring and ASO pass back activities
Creates and implements metrics and supports performance measures to establish performance objectives for revenue maximization
Creates tools and processes to monitor margin revenue and client retention
Monitors revenue performing below thresholds and implements necessary tasks to bring performance to or above targets
Implements pricing in the system related to margin
Supports the Pharmacy Services team in implementing future revenue, member expansion and growth capacity
Requires a BA/BS in Finance or related field; 3+ years of experience with Pharmacy Benefits Manager (PBM), data and/or financial analysis; or any combination of education and experience, which would provide an equivalent background
Must have advanced access and excel skills

Financial Analyst, Senior Resume Examples & Samples

4+ years of experience with DoD acquisition management, program management, or contract management required
BA or BS degree or PMP, CPCM, or DAWIA Level III Certification and 15+ years of experience with DoD acquisition management, program management, or contract management in lieu of a Bachelor’s degree
BA or BS degree in an acquisition-related field
Professional Certification at any level a plus

FMS Financial Analyst, Senior Resume Examples & Samples

6+ years of experience in FMS
Experience in the financial analysis of business programs, development of cost estimates, and program status reports
Knowledge of Department of Defense (DoD) policies and Navy regulation as set forth in the Security Assistance Management Manual (SAMM) DoD 5105.38-M and the Financial Management Regulation (FMR) DoD 7000.14R
BA or BS degree in Business or Management and 12+ years of experience with financial management or MA or MS degree in Business or Management and 8+ years of experience with financial management
Experience with DON procurement policies and procedures preferred
Knowledge of Navy ERP preferred

Multi Function Financial Analyst Senior Resume Examples & Samples

Supports the establishment of establishment expense to include actual reconciliation, forecasting and planning, and new process implementation
Support Ovhd expense reporting on a timely, accurate, and complete manner to Senior Management to assist in decision making and shaping of proactive direction to the business team
Support process improvements and support to establishing more efficient business rhythms
Leidos is a global leader in the integration and application of information, technology and systems working to solve the world's toughest challenges in the civil, health, defense, intelligence and homeland security markets. The company's 33,000 diverse employees support vital missions for government and commercial customers in 30 countries. Headquartered in Reston, Virginia, Leidos reported annual revenues of approximately $10 billion for the fiscal year ended January 1, 2016 after giving effect to the recently completed combination of Leidos with Lockheed Martin's Information Systems & Global Solutions business (IS&GS). For more information, visit www.Leidos.com. The company's diverse employees support vital missions for government and commercial customers. Qualified women, minorities, individuals with disabilities and protected veterans are encouraged to apply. Leidos is an Equal Opportunity Employer

Financial Analyst Senior Resume Examples & Samples

Participates in Financial Planning & Analysis Function for GS Costa Rica
Prepares monthly, quarterly and annual reporting for GS Costa Rica
Supports creation of annual and multi-year strategic plan
5 + years of business related experience including similar job responsibilities

Financial Analyst, / Senior Fin Analyst Resume Examples & Samples

Experience with MS Office applications Excel, Word and/or PowerPoint
Experience with SAP or similar system
2 - 3 years Program Office Finance experience
Familiarity with oneIDE, wInsight & PMX tool suites
Ability to get a confidential clearance

Financial Analyst, Senior Resume Examples & Samples

Develop a deep understanding of key business drivers & associated operations
Act as tent P&Ls, comprehensive Key Performance Indicator (KPI) reporting, variance analysis, and executive commentary
Develop monthly and quarterly reporting for the Cloud executive team on strategic performance and provide high value-added analytical support to facilitate strategic decisions for senior management
Monitor and analyze bookings and revenue, track progress to plan and maintain operating expenses in our long-term model
Execute annual budget process and long-term modeling
Provide ad-hoc financial modeling, financial analysis and reporting
Prepare month-end close analysis, accruals, and variance analysis
Maintain detailed headcount and expense scheduleshe ‘single source of truth’ for financials and KPIs across the Cloud lines of business and strategic initiatives
Scrutinize planning assumptions and develop alternatives
Credibly challenge under-performing areas of the business and recommend improvements
Function as an expert, objective advisor to the Cloud business line executives
Prepare/consolidate monthly/quarterly reporting packages including financial statements, managem
Various other ad hoc analyses and special projects as needed
Bring a minimum of 3 years of experience including the following
Meeting challenging timelines with high-quality deliverables
Bring experience with analytics/tools
SAP’s ERP suite/Business Planning and Consolidation (BPC), Salesforce.com a plus
Extensive experience with advanced features of Excel and PowerPoint; experience with data discovery/business intelligence tools (Tableau, QlikView, etc) preferred
Possess excellent verbal and written communication skills, including the ability to comfortably engage with and build trust with business partners at higher levels of seniority
Ability to work well with others and get things done in fast paced, dynamic, global environment
Bring a high degree of integrity and energy to handle confidential information and/or assignments

Business Financial Analyst, Senior Resume Examples & Samples

5+ years of experience with financial analysis
3+ years of experience with managing defense-related programs
3+ years of experience in a DoD environment
BA or BS degree in Finance or a related field

Financial Analyst, Senior Resume Examples & Samples

Bachelor's degree in Accounting, Finance, or Business or related discipline or equivalent work experience
Minimum 4 years of accounting, financial, or business related experience
Excellent research and issue resolution skills
Ability to assess and recommend solutions for assigned projects
Selects methods, approaches and tactics to resolve problems and obtain solutions
Ability to work in team environment
Able to present analysis and evaluation results and output in a cohesive, understandable and actionable format to department management
SAP, Excel, Word, and PowerPoint experience
Minimum of 4 years accounting and financial analysis experience from a Fortune 500/high growth company, Big 4 public accounting firm, or consultancy
CPA or MBA from a leading business school
Experience in the Utility industry
Prepare financial reports for senior management
Provide decision support to senior management with respect to budgeting and forecasting of corporate items
Coordinate key processes for financial reporting and planning
Perform variance analysis and report on historic financial data
Thoroughly understand the corporate items and business/regulatory drivers
Play a key role in providing the "story" behind our revenue and expense numbers to the CFO and other key officers
Collaborate with cross-functional teams to define and refine process efforts

Program Financial Analyst Senior Resume Examples & Samples

Demonstrate proficiency in finance and accounting relational databases
Knowledge of Federal Acquisition Regulations (FAR) and General Accepted Accounting principles (GAAP)
Minimum 4 year’s experience in a financial environment

Financial Analyst Senior Resume Examples & Samples

Conduct special studies to analyze financial actions and prepares recommendations for policies and procedures
Interpret and applies policies, government legislation and accounting theories
Ensure compliance with internal procedures and regulatory agencies
Provide interpretation of financial policies, governmental legislation, accounting theory or customer financial regulations
Acts as a liaison between program controls group and prepares comparative evaluation of actual costs against budgets
Review complex financial data received from managers for inclusion in indirect and forward pricing rate packages submission to the government
Develops plans including budgets and schedules to meet contractual/project requirements
Coordinate, negotiate and resolve financial compliance issues with various agencies
Perform other qualified duties as required
Able to demonstrate proficiency in finance and accounting relational databases
Knowledge of Federal Acquisition Regulations (FAR), General Accepted Accounting principles (GAA), and General Accepted Accounting principles (GAAP)
Excellent decision making, problem solving, communication, and leadership skills
Good working knowledge of Excel and PowerPoint
Forecasting/Budgeting/Variance Analysis experience
Understanding or experience with EAC (Estimate at Completion)
Month end close experience
Four (4+) years’ experience as a financial analyst
Bachelor’s degree in accounting, finance or an associated discipline

Financial Analyst Senior Resume Examples & Samples

Provides interpretation of financial policies, governmental legislation, accounting theory or customer financial regulations
Analyzes financial information especially concerning overhead to determine present and future financial performance of the SBU
Reviews complex financial data received from managers for inclusion in indirect and forward pricing rate packages submission to the government
Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies
Coordinates, negotiates and resolves financial compliance issues with various agencies
Knowledge of Federal Acquisition Regulations (FAR), General Accepted Accounting Principles (GAA), and General Accepted Accounting Principles (GAAP)
Typically four (4) to six (6) years experience in financial environment

Financial Analyst Senior Resume Examples & Samples

Earned Value Management Support
Budgeting, analysis and forecasting Program Orders, Sales , EBIT and Cash
Overhead analysis and reporting
Subcontract/IWTA financial analysis and reporting
Customer Invoicing
Funding Analysis and reporting
Financial and business review presentations to management
WBS/charge number establishment and maintenance
Accounts Payable processing/reconciliation
Ad hoc business support as required

Financial Analyst, Senior Resume Examples & Samples

Conducts research and analysis of financial data needed in supporting clients; to provide informed recommendations to leadership across CCI in setting and realizing financial objectives, and identifies emerging financial trends
Performs ad-hoc financial analyses at multiple levels of complexity which may include calculations of rate of return, depreciation, working capital, investments, budgeting, cost analysis, and financial and expense performance comparisons
Prepares regular and special financial statements for CCI including profit and loss statements and capital and commitments
Provides recommendations for operational efficiencies and process improvements and assists in policy development to support change initiatives
Oversee the completion of projects or assignments, including planning, assigning, monitoring, and reviewing progress and accuracy of work, evaluating results, etc
Automate and support reporting and client dashboards with relational database management tools

Financial Analyst, Senior Resume Examples & Samples

Knowledge of DCPP financial processes management programs
Knowledge of DCPP plant health and project approval process
Knowledge of PG&E budgeting and financial process
Business computer skills such as Microsoft Office Suite Programs (emphasis on Excel, Word, and MS Project), SAP Financials, Business Warehouse, Project System, and Work Management modules
Strong financial understanding
Strong quantitative skills with proficiency in data analysis (SAP/MS Access, MS Excel, MS Project, MS PowerPoint)
Effective written & verbal communication skills and strong analytical and problem solving skills
Understanding of integrated cost and schedule management
Ability to interface with and across supporting organizations and conduct formal presentations to officers
Strong financial management skills
Strong strategic and business acumen skills
Provide budgeting and cost forecasting based on project assignments
Provide project managers and leadership with capital accounting support to insure compliance with corporate policies and standards
Support cost accounting processes and report on future targets
Provide functional department support to update local policies, financial guidelines, templates, and instructions
Proactively monitor costs and coordinate the correction of cost accounting errors
Review partner costs on a monthly basis, alert project managers of potential impacts to project forecasts, and make recommendations for corrections
Prepare financial reports with analyses of key drivers causing significant variances
Prepare budget trade requests and releases
Prepare project estimates, cost plans, and work breakdown structures
Provide support for annual input and updates to DCPP’s Financial Cost Model and Long Term Plan
Provide recommendations on modifications or enhancements related to business control processes affecting internal and/or external organizations
Interface with corporate auditors
Perform journal entries to correct accounting and project charging errors
Participate on Corporate Project Governance teams
Provide Corporate Project Governance information and training to project management personnel
Communicate regularly with PG&E Officers, managers, and critical project partners
Maintain and provide periodic reporting of project financial data to plant management
Provide leadership and staff with monthly high level capital and expense reports for all DCPP projects identifying project estimate and budget threats and opportunities
Partner with Business and Financial Services to develop and/or monitor corrective action plans
Develop and implement analytical techniques and reports to gain insights on operational results
Participate on teams to implement best business practices
Provide project managers and leadership with project financial support
Provide financial support to project managers and leadership in all areas of DCPP’s plant health process
Provide cost management support for major capital projects including review and analysis of project cost estimates, expenditures, and forecasts
Create and update high level and detail cost reports in order to provide project financial information to project managers and stakeholders
Interface with DCPP Business and Financial Services to support and facilitate project management’s financial processes
May be required to develop training programs, perform training, direct, review and/or approve the work of a journey level Financial Analyst, and assist supervisors in coordinating and scheduling work assignments
May participate in an assigned Emergency Response Organization position (may be part of an on-call duty team)

Financial Analyst, Senior Resume Examples & Samples

Formulate standard and ad-hoc one off, monthly, quarterly and annual reports and prepare financial analysis for management and stakeholder decision support
Assist in monthly business reviews with Technology and other business leaders
Prepare monthly forecasts and analyze trends in sales, revenue, expense, general business conditions and other related areas. Work closely with Account Management group to ensure revenue forecast accuracy
Assist in tracking of project based financials by maintaining financial reporting and other relevant project metrics
Work independently of supervisory and technical help with assistance when necessary
Analysis and review of sales and account exec commissions including projections for bonus and commissions based on current pipelines and quota
Compile and prepare reports, graphs and charts of data developed
Acts as a resource and subject matter expert for the business
Interact with different levels to provide analytical and financial support
Three + years business related experience including similar job responsibilities
Strong technical skills, particularly Advanced Excel and PowerPoint
Hands on work related to financial close process and general ledger inquiry
Ability to train and mentor other team members as necessary on technical applications, such as MS Office (Access, Excel) or advanced database functions / commands

Financial Analyst, Senior Resume Examples & Samples

Bachelors Degree (Finance, Accounting, Policy or other related field preferred)
Minimum of four years of experience in financial analysis, project analysis, or policy
Demonstrated consistent history of being proactive and producing significant, high-quality deliverables
Adept in both written and oral communication
Experience interacting and influencing senior executives; proven ability to create clear and compelling executive-level materials
Advanced user of Microsoft Excel and Word
Experience with operational or financial reporting and financial governance
Demonstrated experience developing business cases
Substantial writing and editing experience
Demonstrated knowledge of EASOP or other discounted cash flow models
Demonstrated project management experience, PMP certification
Demonstrated experience facilitating process improvement efforts, Lean Six Sigma experience
Demonstrated experience with Microsoft Access

Financial Analyst, Senior Resume Examples & Samples

Experience with PeopleSoft Financials
Working knowledge of GAAP Financial Statements
Advanced MS Excel skills– (pivot tables, VLOOKUPS, etc.)
Deadline driven and highly organized
Accounting major or CPA
Highly motivated, eager to learn, works well with others and ability and willingness to multi-task are a plus

Financial Analyst, Senior Resume Examples & Samples

5 years of experience with program and project financial management
Experience in government contracting
Knowledge of Microsoft Excel, advanced formulas, and its effective use in a financial tracking, analysis, and reporting environment
5 years of experience with providing program control or financial management support in a government contracting environment
Experience in management a plus
Knowledge of Microsoft Windows applications
Ability to manage multiple initiatives simultaneously
Ability to learn and teach fundamentals related to the support of program management activities
Ability to respond to directed assignments, think analytically, and comprehend financial implications of the business

Energy Financial Analyst, Senior Resume Examples & Samples

7+ years of experience with reviewing government-related Standard Forms (SF), financial statements, and invoices
Experience with financial or compliance auditing
Knowledge of OMB and FAR cost regulations
BS degree in Accounting or Finance

Financial Analyst, Senior Resume Examples & Samples

Conducts research and analysis to provide definitive financial data and advice for use in administering specific programs and processes
Responsible for teaming with the business units to identify trend outliers and perform the work necessary to facilitate discussion and possible solutions
Performs review analyses, including accumulation of data, financial modeling, and reporting of outcomes and presentations of PDP metrics
Develop ad-hoc reports to conduct data analysis and validation
LI-SM2
Required A Bachelor's Degree in a related field
Preferred A Master's Degree in a related field
Required 4+ years of experience in financial analysis, preferably in healthcare
Intermediate Other Oral and written communication skills sufficient to effectively communicate with all levels within the organization
Intermediate Other Emphasis on ability to communicate effectively with senior management in an articulate and concise manner
Intermediate Other Ability to analyze and interpret financial data in order to coordinate the preparation of reporting to different levels of the organization
Intermediate Other Able to take action in solving problems while exhibiting judgment and a systematic approach to decision making; to identify the important dimensions of a problem, determine potential causes, obtain relevant information, and specify alternate solutions
Intermediate Other Ability to use computer applications effectively, especially financial systems, spreadsheets, and related graphics
Required Intermediate Microsoft Excel Ability to use computer applications effectively, especially financial systems, spreadsheets, and related graphics
Required Intermediate Other Ability to use computer applications effectively, especially financial systems, spreadsheets, and related graphics

Financial Analyst Senior Resume Examples & Samples

Prepares monthly closing activities
Supports financial reporting activities for area of responsibility, providing accurate, timely & meaningful information to influence best business decisions
Assists department expense & capital budgeting / tracking / reporting
Assists month-end expense & cost budgeting/tracking/reporting
Performs analysis of capital appropriation requests and monthly spending of approved capital
Prepares balance sheet and expense account analysis
Assists in Financial Audits
Provides education on & ensure adherence to Internal Control Policies & Procedures
Develops financial forecasts for plant operations
Manages the Cost revision and the BP process
Analyses/evaluates cost reduction projects
Support Custom requirements: product cost, cost submission, inventory valuation
Support Asset Reconfiguration projects
Support New products cost analysis
Drive plant efforts to meet its financial commitments
Complies with fiscal and J & J requirements
Follows all company safety policies and other safety precautions within the work area
Ensures compliance with Environmental Management System (EMS) responsibilities
Train and Supervise Analysts and Associate Analysts. (Only Sr. Analyst)
Other responsibilities may be assigned and not all responsibilities listed may be assigned
Minimum Bachelor’s Degree in Accounting or Finance.CPA, MBA, or CMA a significant plus, but not required
Sound analytical and technical skills essential
Knowledge and application of accounting/financial concepts, practices and techniques
Knowledge of a variety of computer software packages particularly Excel, PowerPoint, and General Ledger
Must be self-motivated, team oriented and have excellent communication, interpersonal skills
Demonstrated ability to remain flexible, prioritize and respond to changing needs of the business

Financial Analyst Senior Resume Examples & Samples

Experience in creating and delivering CPR Formats 1-5, managing EV logs (Management Reserve, Undistributed Budget and ECAUW, CFS retrieving, VARS
Advanced MS Excel (i.e. pivot tables, V lookups)
Contract Closeout analysis

Financial Analyst, Senior Resume Examples & Samples

Deliver all required monthly/quarterly reporting deliverables
Execute annual budget and long-term model by coordinating with field and senior leadership teams
Support PS and FP&A leadership with financial tasks/issues, and manage all reporting deliverables
Forecast, plan and maintain LOB operating expenses
Lead the preparation and consolidation of business review packages
Mange and improve the month-end and quarter-end close and reporting process
Meet all reporting deadlines as well as manage numerous process improvement initiatives
Provide high value-added analytical support to facilitate strategic decisions for senior management
Possess strong verbal and written communication skills, including the ability to comfortably engage with and build trust with business partners at higher levels of seniority

Financial Analyst Senior Resume Examples & Samples

Previous experience supporting a large IT Government program
Advanced Microsoft Excel skills, experience with SWIFT, VIP, Horizon
Excellent communication skills, and the ability to work independently and synthesize data for all levels of the organization

Financial Analyst, Senior Resume Examples & Samples

12+ years of experience with DoD acquisition management, program management, or contract management required
2 years of experience with advanced Microsoft Excel
BA or BS degree in an acquisition related field

Financial Analyst, Senior Resume Examples & Samples

Prepare accurate P&Ls, supporting schedules, and business analyses for regions and product groups. Coordinate affiliate inputs and prepare consolidated workbooks and presentations
Prepare materials for the review sessions with Sr. Management and Sales team based on analysis versus forecast, budget and prior year
Coordinate Sales Forecast for the International Group by serving as the main point of contact between Sr. Management, Sales, Operations and Finance. Follow the sales cycle from the creation of a lead in eCRM, pipeline reports, projected Revenue Impact, to closed deal reports and actual Total Contract Value attainment
Create and prepare Deal Review Board Presentations
Work collaboratively with the Finance Manager and functional leadership to ensure that the primary objectives of the division are met
Prepare ad hoc analyses for all levels of the organization
5 years in a high performing finance or accounting role
Must be detail oriented. Excellent organizational skills
Advanced skill level in Microsoft Excel
Hands-on experience with an ERP system, SAP preferred
Ability to work independently and as a team member with a demonstrated ability to develop and maintain effective working relationships
Must be flexible, have a positive attitude and be team oriented
Must be experienced in working in a dynamic, multi-cultural, multi-business unit environment
Experience in consolidations strongly preferred
Ability to effectively share knowledge and train others in areas of expertise

Financial Analyst, Senior Resume Examples & Samples

5+ years of experience with federal government budgeting and financial operations, processes, and systems
Experience in working with and providing reports and briefings to senior government managers
Experience with providing Navy-specific budgeting and financial management services onsite at a government facility
Ability to lead a small team
2+ years of experience with NAVSEA
Experience with working on a team in a multi-disciplinary, collaborative environment
Ability to produce accurate, high quality products
Certified Defense Financial Manager (CDFM) or DAWIA Level I Certification in Business or Financial Management

Financial Analyst Senior Resume Examples & Samples

35% - Prepare management and business performance reports (i.e. GM per customer, GM per account manager, product line analysis, SGA performance, samples & logistics execution)
20% - Prepare at EOM month & YTD P&L analysis and variance explanations vs budget/forecast (GM, SGA, Volume), review BU financial ratios (ROGI, SG&A/Gross Profit, DSO, DIO)
15% - Prepare S&OP and Budget
Annual budget process
Monthly LE and S&OP preparation and support to Commercial inquiries
15% - Develop management reports for the North Latam region (Volume, GM, Revenue)
10% - Coolaborate with internal/external Audits (Corporate, KPMG, Transfer Price) about business information
University degree in Accounting and Finance
2 years of progressively responsible work experience in finance analysis and accounting
Strong financial analysis and reporting capabilities
Advanced knowledge of Excel, Microsoft Office
Strong skills to communicate both financial and non-financial information in a clear,concise and organize manner
Commercial awareness
High learning capacity and being proactive
Able to adapt and react to changes fast
Ability to build and maintain effective working relationships with customers, partners and suppliers
Ability to stretch and work in multitask environment

Financial Analyst Senior Resume Examples & Samples

Demonstrated strong analytical and detail skills
Demonstrated strong financial modeling skills
Previous modelling experience

Financial Analyst Senior Resume Examples & Samples

Oversee and coordinate monthly production of FRY9C and Call Report loan data information and related reporting
Produce bi-annual investment portfolio reporting related to Comprehensive Capital Analysis and Review (CCAR)
Be responsible for coordination between Finance and IT for Basel III and other regulatory reporting (RWA, LCR, 2052A, NSFR, FDIC)
Work in direct partnership with Segment Finance, Balance Sheet Management, and Treasury to ensure accuracy and timely completion of all deliverables, including on-going activities and special projects/analysis, as well as acting as a trusted advisor for the Financial Information Team effecting bank performance
7-10 yrs of experience that includes
Ability to understand and translate technical issues into business terms, serve as liaison with IT

Financial Analyst Senior Resume Examples & Samples

Requires a BS/BA in accounting or finance; or any combination of education and experience, which would provide an equivalent background
MBA, CPA, or CMA preferred
2-4 years of experience in general accounting, financial planning, and management reporting

Financial Analyst Senior Resume Examples & Samples

3-5 years of experience analyzing income and expense trends and developments and preparing analytical reporting
Able to multi-task effectively, be a self-starter, and be able to handle stress with composure and professionalism
Strong written and verbal communication skills with the ability to interface with many levels of management
Strong analytical and critical thinking skills. Understand the concept of materiality (i.e., knows when information is relevant), and possesses solid understanding of major revenue sources for Commercial Banking

Financial Analyst, Senior Resume Examples & Samples

Creates product and operational business cases and consults with boundary partners to provide financial support on Enterprise Portfolio Management (EPM) program initiatives
Coordinates financial peer review and needed financial insight for PRC committee reviews
Prepares detailed analysis with ad-hoc business cases for CB Product, Carrier and Enterprise projects
Proactively works with sales teams to drive key business projects and initiatives
Initiates post-mortem business case reviews on enterprise projects
Identifies messaging and summary of key items during project approvals with senior team
Partners with CB stakeholders to identify and assess business opportunities and related risks
Maintains knowledge of CB revenue recognition and financial reporting guidelines
Develops financial tools and process improvements to enhance client experience
Provide financial analysis and support for CB Expansion activities as needed
Provide financial analysis and support for National Accounts program as needed
Participates in Internal Controls and Governance
Helps maintain and enhance corporate IRR model, templates and policies
Helps maintain and enhance sharepoint site for CB capital projects
Helps maintain and analyzes project pricing details
Helps report on large capital project approvals

Financial Analyst, Senior Resume Examples & Samples

Creates and prepares monthly reporting & analysis for Operating Expenses providing key insights to performance vs. budget, forecast, and previous years
Provides analytical support for forecasts, budgets, and long range plans for Operating Expenses
Develops planning and analysis models that incorporate operational data to support driver-based, rate/volume analysis and budgeting
Provides client support to multiple functional VPs including Marketing, Sales, and Product development for expense and headcount management
Interacts as team member and sets the pace for the Financial Analysts team. Interfaces with other department member on special projects or on an as-needed basis
Responds to ad hoc requests for financial analysis; works with accounting team to understand impact of journal entries including accruals and one-time adjustments
Recommends and implements changes and analyzes and reviews submitted data and resolves questions and/or problems
Oversees the completion of projects or assignments, including planning, assigning, monitoring, and reviewing progress and accuracy of work, evaluating results, etc

Financial Analyst Senior Resume Examples & Samples

Bachelor’s or Master’s degree in Finance, Accounting or related field required. MBA or CPA a plus
3-5 years of progressive financial experience in a large corporate environment with demonstrated abilities in financial analysis, budgeting and forecasting
Advanced Microsoft Excel and Access skills required, including ability write VBA code to create macros and query management with related databases. SQL experience preferred
Hyperion Essbase and Oracle Financials experience preferred
Broad knowledge and prior use of business case analysis, KPI's, dashboard and management reporting
Strong analytical and problem solving skills and the ability to identify key levers to managing financial outcomes
Excellent written and verbal skills required, must have demonstrated success interacting directly with senior level executives
Strong interpersonal skills and personal integrity required
Must have the ability to work cooperatively in a team environment and develop long lasting professional relationships that facilitate strong collaboration with internal stakeholders and customers alike

Business Financial Analyst, Senior Resume Examples & Samples

6+ years of experience with budget planning, budget preparation, and budget execution for acquisition programs
Experience with Navy ERP at a NAVAIR Working Capital Fund
Experience with acting as a liaison between program managers, business financial managers, and contracting officers
Experience with creating and maintenance task planning sheets, including requirements documents
BA or BS degree in Business or Certified Defense Financial Management (CDFM) or DAWIA Level I Certification in business or financial management and 4 years of experience with NAVAIR
2 years of experience with NAVSEA
Experience with the Navy ERP contract vendor pay (CVP) process for NAVAIR or NAVSEA
Experience with DoD or DoN financial management systems, including PBIS, STARS, Cobra, SPS, and DCAS

Emind FY CBS Finance Ciqi Senior Financial Analyst Senior Associate Resume Examples & Samples

Generate standard reports (including inventory reports) on a periodic basis and Identify and solve issues that affect reporting
Handle complex ad hoc reports from clients on a timely manner
Hands on experience on SQL (queries, views, stored procedures) to do reconciliations of data with different sources
Take active part in data validation of revenue planning as well as financial planning process
Ensure proper review mechanism is in place for the respective teams
Develop / maintain reports as well as enhance existing reports by working on automating the report preparation as much as possible
Mentor, guide, train junior analysts and new recruits
Conduct an in-depth analysis (Balance Sheet and Profit & Loss) . Need to analyze the open items in reconciliation and resolve the same
Root cause analysis of issues and ensuring adequate internal control procedures in place
Performing variance analysis and providing necessary inputs/inferences
Ensuring that the Reports are completed with high accuracy and in a timely manner
Accountancy Qualifications - MBA/ B.Com / M.com / Graduate degree in Computer science
3 - 5 Years of experience
SQL knowledge and ability to use SQL to build large data tables and then be able to give guidance to others who are less technical in how to use the table
Create TSQL queries and stored procedures as required. Working knowledge on SQL server with prior experience of database maintenance
Working Knowledge on SAP modules is added advantage
Knowledge of MS Office tools, experienced user of Excel and Access
A user or an understanding of some of the reporting and planning tools available in the market
Good communication skills both written and oral
Exposure to reconciliation
Be flexible to work in shift

Financial Analyst, Senior Resume Examples & Samples

Conducts research and analysis of financial data needed in planning, budgeting, cost control, and project control to provide informed recommendations in setting and realizing profit objectives, and identifies emerging financial trends
Performs ad-hoc financial analyses at multiple levels of complexity
Develops and modifies financial systems and corporate models related to budgets and forecasts
Works with Technology partners, Accounting and Supply Chain to track monthly actuals, develop forecasts/budgets and identify savings opportunities and risks

Financial Analyst Senior Resume Examples & Samples

Strong analysis and problem solving skills
Project management skills and knowledge
Strong understanding of financial systems and technology
Advanced MS Access knowledge preferred
Ability to build and maintain key partnerships

Financial Analyst, Senior Resume Examples & Samples

Solve problems using both process and technology in a dynamic environment
Understand and apply data architecture and data lifecycle management principles/techniques
Develop and maintain planning and reporting, visualization, and analytical solutions (Anaplan, Tableau, Essbase, SPSS, Oracle Application Express, etc.)
Communicate effectively and manage competing priorities
Collaborate with stakeholders in finance and operations to develop requirements
Support and innovate the annual budget and forecast processes and functionality
Monitor and report key operational and financial metrics on a weekly/monthly basis
Create/prepare ad-hoc reporting/analyses (SQL, Excel, etc.)
Contribute to the Agile Scrum process within a small team environment
Other responsibilities as assigned by the Manager of Finance Innovation
Minimum of 1-2 Years Finance, Accounting, Reporting, or related experience
Minimum of 1-2 Years SQL related experience in the financial realm including data analysis, report writing and/or development
Preferred - Health Care experience
SQL or other database knowledge
Working knowledge of data life-cycle
Data architecture (relational databases, normalization, etc.)
Oracle (EBS and Essbase), SPSS modeler, SharePoint, Tableau, Anaplan, SnapLogic (ETL tool), or Javascript experience a plus
Flexibility, strong interpersonal, analytical, technical and problem solving attributes
Expertise in data modeling and Reporting tools
Experience or knowledge of Agile Scrum

Financial Analyst, Senior Resume Examples & Samples

BS/BA in Finance, Business Administration or related discipline
2 to 4 years of experience in a related field (Finance, Accounting, Business)
Attention to detail; quality orientation
Strong financial modeling skills; in-depth knowledge of Excel
Seasoned collaborative and interpersonal skills to work effectively with teams
Master’s Degree in related discipline or MBA
Experience in telecommunications industry
Aligning Performance for Success
Building a Successful Team
Building Trust
Continuous Learning
Contributing to Team Success
Follow-up
Formal Presentation
Gaining Commitment
Managing Work (includes Time Management)
Meeting Leadership
Meeting Participation
Planning and Organizing
Quality Orientation
Technical / Professional Knowledge and Skills
Lives Cox Values

Financial Analyst, Senior Resume Examples & Samples

Manage and perform rigorous analysis of operational and financial impact of potential transactions and valuation analysis (comparable companies, precedent transactions, discounted cash flow, and related investment returns)
Provide analytic support in planning and executing of strategic growth initiatives spanning all facets of the M&A process, including identification, assessment, due diligence, negotiations, and closing
Participate in and assist with preparation for meetings and due diligence sessions with target company management and external investment advisors (e.g., investment bankers, lawyers, and accountants)
Lead financial and operational due diligence analyses of target companies and identifying and cross-functionally resolving key deal issues
Develop and present memoranda, presentations, and detailed financial analyses to senior management
Research, review, and screen potential acquisition and partnership opportunities
Support adhoc projects (e.g., prospect pipeline, tracking prior investments, etc.) and other administrative tasks to enhance the group’s infrastructure and improve connectivity with HCP business operations
Enhance organization reputation by accepting ownership for accomplishing new and different requests, and exploring opportunities to add value to job accomplishments
Bachelor’s degree in Economics, Finance, or related analytical field from a top undergraduate program preferred
2-5 years of transaction-oriented analytical experience. Prefer experience from M&A group at a leading investment bank, corporate development department, or comparable experience
Must have significant direct transaction / valuation experience
Financial / analytical skills: strong quantitative background; detailed knowledge of financial statements and valuation methodologies; ability to create detailed financial and operational models (“zero-defect analyses”)
Presentation skills: comfortable assembling detailed analyses and comprehensive strategic rationale in PowerPoint
Communication skills: ability to research, synthesize, and concisely convey work plans, analyses, and transaction rationale. High energy and ability to thrive in a very fast-paced environment with multiple stakeholders
Management skills: able to drive multiple pieces of work forward simultaneously. Able to effectively coach and mentor junior teammates
Self-starter with ability to think and work independently and problem solve
Strong communicator and relationship builder with the various stakeholders in a given transaction
Extremely proficient in Excel, PowerPoint, and Word
Experience with physician group acquisitions or in the managed care environment would be a plus
Willingness to travel (up to 20% of time)
Personal values in line with DaVita's values of Service Excellence, Integrity, Team, Continuous Improvement, Accountability, Fulfillment & Fun

Financial Analyst Senior Resume Examples & Samples

Education: Bachelor’s Degree (accredited) in Accounting, Business Administration, or in lieu of degree, High School Diploma or GED (accredited) and 4 years of relevant work experience
Experience: Five years previous experience (in addition to education requirement)
Required: Project accounting / analysis experience
Preferred: 10+ years in a senior accounting / analyst role or capacity
Preferred: CPA/MBA designations
Required: Hyperion (Essbase / Smartview) experience
Required: Proficiency with PeopleSoft, Word, Excel, Outlook
Preferred: Streamline software

Financial Analyst, Senior Resume Examples & Samples

Conducts special economic studies and cooperates with other departments in the preparation of statistical studies
Reviews revenue recognition and prepares billing schedules
Analyzes financial plans and potential investments and evaluates their impact on unit objectives
Ensures integrity of revenue by reviewing proper booking and de-booking of orders
Tracks monthly deferral and revenue entities
Assists with the quarter-end process and prepare reserve and deferred revenue schedules
CPA or CMA a plus
8 plus years of experience with increasing responsibility

Financial Analyst Senior Resume Examples & Samples

4 or more years experience required
Strong Excel and financial management software skills are essential
Prefer degree in Accounting or Finance

Financial Analyst Senior Technical Specialist Resume Examples & Samples

Continuous drive for improvement of forecasting accuracy
Days Sales Outstanding (DSO) improvement initiatives
Support DCAA audit requests
Leading annual Long Range Plan (LRP) efforts
Adhoc reporting focusing on business objectives and goals
Supporting and partnering with individuals including the leaders across the business to provide value-added insight into the business through a thorough analytical approach
Participate in an efficient and comprehensive process for developing financial plans (annual budgets, monthly re-forecasts and long-range strategic plans); linking analysis to the strategic objectives
Prepares a monthly reporting package for the executive leadership that includes earnings analysis, selected financial statements, and insights into key business trends
Analysis of key financial indicators including Bookings, Revenue and Profit
Bachelors Degree with 12+ years of experience
Ability to operate independently as well as effectively establish solid working relationships with management and functional departments

Financial Analyst, Senior Resume Examples & Samples

10+ years of experience with accounting or auditing, including federal consulting
Knowledge of financial statements focusing on federal accounting, including general ledgers, such as USSGL
Knowledge of accounting focusing on government accounting standards and audit standards or practical field work in governmental accounting or auditing
Experience with financial audits
Experience with government general fund and working capital funds and financial management practices or business processes
Experience in the FIAR community
Knowledge of the compilation and reporting of federal financial statements
Ability to lead and execute concurrent tasks
Possession of excellent technical, analytical, and problem-solving skills
CPA License, CDFM, or CGFM Certification

Financial Analyst, Senior Resume Examples & Samples

Consistently exhibits behavior and communication skills that demonstrate HealthCare Partners’ (HCP) commitment to superior customer service, including quality, care and concern with each and every internal and external customer
Obtains a thorough understanding of medical and operating infrastructure of each region’s operations to be able to proactively analyze and identify opportunities for cost savings and revenue enhancements. Regularly meets and interacts with regional teams or other applicable internal constituencies in reviewing historical operating results and to proactively identify and analyze potential revenue enhancement and cost saving opportunities in the medical and operating expense areas
Performs a variety of pro forma financial and operating analyses as requested by regional teams to support potential proposals
Generates various reports of financial and operating data as requested by regions or as necessary to assist regions in better understanding issues underlying data requests
Works with regions and other applicable Finance departments to effectively analyze sources of significant budget variances and fluctuations in medical and operating expenditures. Meets with regional teams to review results and develop recommendations for necessary follow-up
Reviews and understands fluctuations across regions in delivering cost of care of given specialties (supplementing existing specialty cost analysis reporting) and variations in cost of care of key institutional services. Differentiates impact of rate versus utilization variations
Performs and executes other financial and operational analyses as requested by Finance or regional management
Performs additional duties as assigned
Knowledge of Microsoft applications (Excel, Access)

Financial Analyst, Senior Resume Examples & Samples

Experience with providing Navy
Specific budgeting and financial management services onsite at a government facility
Experience with working on a team in a Multi-disciplinary, collaborative environment

Financial Analyst, Senior Resume Examples & Samples

3+ years of experience with accounting or audits
Knowledge of financial statements for federal accounting, including General Ledgers (USSGL)
3+ years of experience with federal consulting preferred
Knowledge of financial management practices or business processes
Knowledge of the compilation and reporting of federal financial statements (FSCR)
Possession of excellent technical, analytical, and problem solving skills
CDFM or CGFM Certification

Financial Analyst Senior Resume Examples & Samples

BS degree in Finance or Accounting is required
3-5 years financial analysis experience, displaying a record of increasing levels of responsibility
Solid knowledge of finance/accounting principles and concepts and automated systems (i.e. Oracle and Hyperion SmartView)
Knowledge and experience in monthly close, account reconciliations, journal entries, complex revenue streams, and revenue share agreements
Strong knowledge of finance and accounting automated systems
Ability to build and modify Excel models
Strong excel skills, including experience in working with pivot tables and large databases
Analytical thinker, flexible problem solver and team player with ability to multi-task several important priorities simultaneously
Strong oral and written communication skills with the ability to effectively interact with all levels within the organization
Self-motivated to proactively identify issues/relationships and also offer solutions/alternatives

Financial Analyst / Senior Analyst Resume Examples & Samples

Prepare monthly and quarterly financial reports for business with variance analysis and commentary
Support monthly accounting close, as well as monthly forecasting and annual planning processes
Support capital spending requests for the business and performance tracking for completed ventures
Create tools and processes that maximize efficiency and accuracy for all routine reporting requirements
Champion development of knowledge processes to help leaders improve their understanding of key value drivers for the business and make better decisions based on this enhanced knowledge
Identify and pursue value creating opportunities based on in-depth analysis of business performance and benchmarking. Organize and present insights and opportunities
Be a leader in understanding and leveraging the new technologies for use in reporting and analysis
Mentor junior analysts by sharing knowledge of financial analysis and technical skills
Bachelor’s degree or higher in Finance, Accounting, Economics or Business
Minimum 3 year experience in financial analysis and reporting
Experience with Microsoft Office Suite; including Excel, PowerPoint, Outlook and Word
Experience in the paper, packaging or forest products industry

Financial Analyst, Senior Resume Examples & Samples

5+ years experience required with the following
Finance / accounting
Excel, PowerPoint, Oracle and Cognos TM1 Planning and Reporting

Financial Analyst, Senior Resume Examples & Samples

Own analysis and forecasting of financial and operational results for strategic decision-making, including providing data-based guidance to Regional Vice President of Operations
Researches and evaluates industry, economic, financial, and market trends to prepare regional short, medium and long-term financial plans
Analyzes and explains variances to plan and prior year, which includes developing recommendations to close any underperformance to plan
Prepares financial models for making strategic and operational decisions related to acquisitions, divestitures, new store locations, capital expenditures, or sales of assets
Prepares explanations for monthly business reviews through data mining from various systems
Develops and implements financial basic training for field team, including how to interpret and impact income statement, cash flow and balance sheet results
Minimum 2-4 years of analytical experience to include modeling and forecasting
Expert in analyzing large data sets, including familiarity with Cognos, TM1, SQL or Hyperion
Intermediate to advanced experience with Microsoft Excel, and strong use of other Microsoft products
Distribution experience a plus
Occasional travel as needed
Certifications: none required

Financial Analyst, Senior Resume Examples & Samples

8+ years of experience with DoD finance, project management, or contracts management
8+ years of experience with implementing, managing, and monitoring project activities
Knowledge of DoD budget, accounting, or contracting processes
Experience with Microsoft Office, including Excel at the expert level required
Ability to develop and implement tailored financial and project management solutions
BA or BS degree required
Experience with working on Navy projects
Knowledge of DAR and FAR and other applicable government regulations

Financial Analyst Senior Resume Examples & Samples

Supports FP&A Manager with all data reporting needs
Be the point of contact for your dedicated Segment leading monthly financial reviews and assisting internal customers in understanding financial performance
Drive Annual Operating Plan and periodic updated estimates for all regions
Partner with Reporting team to create consistent, regular, accurate, harmonized financial reporting metrics
Works with FP&A to create, streamline, and drive process automation
Prepares daily Sales by Region and Category Report
Ensures timely reporting of Daily Sales to Corporate
Key role in Month-End/Quarter-End Closing Process
Drive rolling forecasts and track / measure conformity to Operating Plan
Variance analysis / operational correspondence in a timely fashion
Participates in annual budget creation
Performs other ad hoc assignments
BS in Finance or Business Preferred
Minimum 5 years of experience in FP&A in multinational companies
Critical thinking and problem solving ability: synthesize findings from analysis and draw conclusions
Skilled in problem resolution and providing best practices solutions
Effective at performing detail oriented tasks, and data analysis
Able to identify, manage, and lead business improvement projects
Exceptional written and verbal communication skills to manage across functions at various levels
Strategic knowledge transfer; both tacit and explicit
Able to work independently as well as within a team setting
Strong facilitation and negotiation skills leading to managing and prioritizing various departmental needs
Microsoft Excel (Intermediate to Advanced Level)
Proficiency in HFM and SAP
Proven track record of learning new systems/processes quickly and efficiently
Self-motivated individual with the desire to succeed and motivate others
Bilingual in English and Spanish is highly desirable

Financial Analyst Senior Resume Examples & Samples

Responsible for Channel monthly close process – timely, insightful analysis on price, mix, volume and productivity. Will require balancing multiple timeframes and comparisons (Operating Plan, Prior Year, Forecast). Regularly present results to Finance Director
Analyze and provide insight to process improvements for financial metric reporting. Collaborate with NA FP&A team
Partner with cross-functional teams (i.e. Channel, Supply chain, Accounting) in order to develop accurate financial forecasts
Review and analyze data in order to prepare OP plan. Work with Channel Marketing Managers in developing plan aligned to business objectives
Lead the annual standard cost roll impact process for both US Retail & US Commercial
Manage the ALL Customer database
Work as Channel lead in assembling quarterly review reporting initiatives (i.e. HWTW)
Complete ad hoc financial reporting, as requested
Complete special projects, as requested

Financial Analyst Senior Resume Examples & Samples

Provide financial analysis and management reporting specific to Daily Sales & Orders, Standard Margin, Government Reporting and E&O Inventory
Partner with GTS Group finance and business leads to assist in developing operating plans, forecasts, performance reporting, and variance explanations for the P&L, balance sheet and cash flows
Lead monthly close in development of close calendar, reporting package, and non-financials analysis
Partner with Group FP&A & Commercial/Retail teams to coordinate monthly Sales/Margin Updates & Executive S&OP Presentations
Evaluate financial implications of specific business decisions, risks and opportunities, and advise management accordingly to ensure financial performance is achieved
Work with management to identify trends and opportunities for improving effectiveness and efficiency within their respective areas
Implement and/or improve standard performance reporting for measurement against established financial commitments
Identify and share best practices within the GTS Group and broader Stanley Black & Decker community
Strong critical thinking and analytical skills with a focus on attention to detail
Ability to communicate effectively, articulate ideas & results of financial analysis, and provide actionable recommendations
Good organizational skills and the ability to manage several tasks concurrently
Strong working knowledge of Microsoft Excel & PowerPoint
Solid systems knowledge (Hyperion and SAP experience is a plus)

Program Financial Analyst Senior Resume Examples & Samples

Acts as key technical expert on financial analysis issues, concerns, and special projects
Interfaces with top management, responding to their requests for financial data
Prepares special reports and financial studies for management and alerts them to significant variances to plan
Conducts and may Principal audits
May provide work leadership for lower level employees

Financial Analyst, Senior Resume Examples & Samples

Collaborate with key organizational stakeholders to apply and improve existing practices to ensure effective G&A expense management
Serve as a trusted partner and strategic advisor to business leads in managing their teams’ budgets
Leverage understanding of financial statements, financial modeling, and a hypothesis-based approach to identify, validate and quantify opportunities
Identify cost savings opportunities and drive expense management initiatives with cross functional teams
Demonstrate aptitude for critical thinking in complex situations with the ability to synthesize ambiguous data into concrete results
Convey findings in a cohesive story and present comfortably and compellingly to team leadership
Support special projects for the lane, including structuring the work, driving the right set of analyses and presenting the conclusions to manager
Attend team meetings, phone conferences and training events as needed
3-6 years of experience required, preferably in a Finance or corporate strategy function of a large organization, or a top tier management consulting or financial services firm
Complete proficiency in Microsoft Excel, PowerPoint, and working knowledge of other MS Office products
Demonstrated ability to think strategically by leveraging quantitative analysis to derive insights from the data
Willingness to travel up to 10% of the time

Financial Analyst Senior Resume Examples & Samples

Provides financial support to the Division President and each division department head
Aids in preparation of the 3 year strategic plan, annual plan for the division and regular updates for those plans
Creates, maintains, and reports on the margin expectations for the division
Generates financial proformas and sensitivity analyses for prospective land purchases
Assists with the monitoring and maintenance of land development budgets
Maintains and monitors production universe and cycle time analysis to ensure forecasted results are achievable
Creates and maintains pricing strategies for all homes being sold in the division
Analyzes competitors’ pricing/feature changes and presents recommended changes for each of the division’s

Financial Analyst, Senior Resume Examples & Samples

Supports FP&A through the asset Construction-in-Progress (CIP) and Capital setup process through improved accuracy and compliance of critical data fields in the PPM tool
Responsible for the budgeting, reporting, forecasting and analysis of Labor Capitalization in support of FP&A planning, Technology and the Capital allocation process
Supports the Technology Finance group through improved reporting and analysis to increase the levels of oversight and accuracy of CIP account balances
Provides CPMO, Category Finance leads and Field OSSS groups with standard and ad hoc reporting of project In-Service and Asset Location data to facilitate timely asset setup and commencement of depreciation expense
Develops annual Depreciation and Amortization budgets for the Long Range Planning (LRP) process and provides revised estimates at each quarterly forecast
Conducts planning sessions with CEI Tax Group to identify and forecast Internally Developed Software tax benefits with impacts to Working Capital
Prepares regular and ad hoc managerial reporting of Construction in Process balances and baselines

Financial Analyst, Senior Resume Examples & Samples

Develop a quarterly “Investor Relations” deck that analyzes Cox Communications’ year-over-year financial and operational performance to assess the health of the business. Communicate and present findings to senior leadership
Prepare a quarterly analysis to compare Cox Communications’ financial and operational performance with our MSO peers. Partner with Marketing, Strategy, and other internal teams as relevant to integrate Earnings Call highlights and key Strategies into the analysis. Provide actionable information and present the comparative analysis to senior leadership
Prepare a quarterly scorecard that highlights key metrics for Cox Communications, our peers, and competitors and distribute to internal business partners
Complete an annual Return on Invested Capital analysis to assess Cox Communications’ historical and future performance relative to our peers and present results to senior leadership
Incorporate external analyst information and Cox Communications’ internal expectations to develop a comparative view of growth in financial and operational performance to assist with annual target-setting process
Comprehensively understand Cox Communications’ and Peers’ strategies along with operational/financial performance through review of analyst reports, developing partnerships with external analysts/peers, and integration with internal business partners

Financial Analyst Senior Resume Examples & Samples

Responsible of the preparation and analysis of the franchise’s forecasts Segment Profit, EBITDA and DCF including
Revenues including volume, pricing, rates, agreement reviews, etc
O&M and G&A Expenses; and
Reviewing depreciation, supporting groups allocations and other impacts
Perform analysis of the Franchise’s forecasts and prepare materials for Franchise reporting, including
Analysis of volumes, pricing or other operating metrics, as necessary
Analysis of O&M, G&A and other expenses
EBITDA and DCF variance analysis; and
Presentations to Franchise, OA and enterprise management
Monthly financial results analysis and preparation of monthly reports
Prepare presentations for Operating Area leader and other OA management, as necessary
Respond to questions regarding Franchise Area financial performance and forecast
Serve as a subject-matter expert for financial issues for the Franchise
Support FP&A department responsibilities as needs arise
Six (6) or more years of related experience, including financial forecasting and financial analysis
Experience working with senior management and reporting financial analysis and results to others
Experience with Microsoft Office tools, especially Excel and PowerPoint
Experience with GAAP accounting and financial reporting
Experience with the midstream gathering and processing industry and/or regulated interstate gas pipeline
Strong analytical, problem-solving, financial analysis and financial reporting skills
Accounting principles knowledge
Self-motivated and hard-working, with a drive for results
Ability to work independently with minimal supervision or direction
Ability to translate data into meaningful information
Ability to prioritize and manage multiple tasks
Ability to comfortably interact and clearly communicate with individuals at all levels in the organization
Ability to develop knowledge of the midstream gas gathering & processing business and regulated interstate gas pipeline transportation

Financial Analyst, Senior Resume Examples & Samples

Conducts research and analysis of financial data needed in planning, budgeting/forecasting, cost control, cost avoidance and development of metrics to provide informed recommendations to leadership across CCI Field Services and Business Operations in setting and realizing cost objectives, and identifies emerging financial trends; The primary client for this position is CCI Field Services
Prepares regular and special financial reports for CCI Field Services
Works cross functionally with internal and external stakeholders for delivery of analyses and projects. Specifically working with stakeholders across Field Services, Product, Business Operations, IT and FP&A

Financial Analyst, Senior Resume Examples & Samples

Perform rigorous analysis of operational and financial impact of potential transactions, contracts, and partnerships, including valuation analysis (comparable companies, precedent transactions, discounted cash flow, and related investment returns)
Provide analytic support in planning and executing strategic growth initiatives
Predict emerging customer needs and develop innovative solutions to meet them
Solve unique and complex problems with broad impact on the business
Identify opportunities and manage active deal pipeline
Participate in and assist with coordinating meetings and due diligence sessions with target company management and external investment advisors (e.g., investment bankers, lawyers, and accountants)
Evaluate alternative payment models (e.g., bundled payments, capitation)
Understand upcoming policy changes to healthcare landscape (e.g., legislation, CMS requirements and programs)
Effectively communicate the findings, value, and impact of various analyses
Develop and present memoranda, presentations and detailed financial analyses to senior management
Research, review and screen potential partnership opportunities
Document scope-of-work requirements, ongoing partnership strategies, and project deliverables to advise department managers on partnership and network performance
1-2 years of transaction-oriented or other rigorous analytical experience. Experience or summer internship from M&A group at a leading investment bank, corporate development department, or comparable experience a plus
Management skills: able to drive multiple pieces of work forward simultaneously
Proficient in Excel, PowerPoint, and Word
Consistently exhibits behavior and communication skills that demonstrate DaVita’s commitment to superior customer service, including quality, care and concern with each and every internal and external customer
Uses, protects, and discloses DaVita Medical Group patients’ protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards

Financial Analyst Senior Resume Examples & Samples

Support the National Accounts (Retail, Enterprise, Corrections) & Industry Vertical (Banking, Government) Sales teams in driving profitable organic growth for the business
Partner with the Regional Finance Leaders to support growth efforts in local markets – leveraging national perspective and Commercial best practices across the entire organization
Provide sensitivity analysis and scenario planning support for all large RFP proposals – highlighting both risks & opportunities associated pursuing said opportunity
Provide detailed margin analysis of quoted sales opportunities and partner with the Sales team to ensure jobs are appropriately scoped and financial goals are achieved
Analyze financial costs and benefits for customer incentive opportunities to drive organic growth
Understand key drivers in US Adjusted Gross Margin (AGM) and create | maintain analytical tools to improve forecasting processes and streamline monthly review of results
Utilize Business Intelligence (BI) reporting tool to create reports |drive data analysis with business partners
Establish operating routines with partners including standard reporting, metrics, and rhythms. Actively pulse business partners to monitor progress to monthly objectives
Actively participate in process improvement projects to gain efficiencies in reporting and forecasting cycles
Provide financial support, as required, for new initiatives and ad hoc data requests
Participate and lead strategic projects aligned to Finance goals of driving continuous improvement
5-7 years work experience in a similar or financial-based role
Bachelor’s Degree Required (Business, Finance, Accounting, etc)
Proficient in Microsoft Office Suite, especially Excel and PowerPoint
Experience with SAP, HFM, Business Intelligence and/or Cognos a plus
Strong analytical skills with ability to understand and develop insights from complex business and market data from multiple sources
Ability to see the big picture while collecting information and analyzing trends
Comfortable working cross-functionally with various functional leaders
Demonstrates true leadership qualities: Respect, Accountability, Integrity
Strong teamwork and collaboration skills
Ability to work independently, effectively prioritize and manage projects to deadlines
Excellent oral and written communication skills; comfortable presenting and communicating new ideas to various levels of the organization

Financial Analyst Senior Resume Examples & Samples

Assist in the timely preparation and review of monthly financials including variance analysis, metrics and business review decks
Assist monthly business reviews with the business leaders
Prepare monthly forecasts and analyze trends in sales, revenue, expense, general business conditions and other related areas
Partner closely with the Business Accounting Group to ensure booking accuracy. Provide regular feedback and assist in accounting process and initiatives
Problem solving is expected and frequent and requires analysis and evaluation to resolve issues. Must be able to define issues, collect data, establish facts, and draw valid conclusions
Works from oral or written instructions and a variety of complex specifications, technical data, production documents, and financial/accounting documents and information
Regularly engage in FP&A process improvement activities which include reporting automaton, streamlining and other initiatives to reduce turnaround time and improve accuracies
Work with internal Process Improvement Group to identify and track operational savings opportunities
Ensure all financial reports are accurate and prepared in accordance with generally accepted accounting principles and business unit procedures
Education: Bachelor’s Degree in Finance or Accounting
Minimum # years’ experience required: Five
Type of work experience required: Financial Analysis in an production operation facility
Supervisory/Management experience required: NA
Excellent written and verbal communication skills. Comfort to communicate with management at all levels
Ability to train and mentor other team members as necessary on MS Office Excel
Education: MBA
Certifications: CPA
Experience: SAP experience

Financial Analyst Senior Resume Examples & Samples

EVMS support
WBS/charge number establishment and maintenance
Maintain EVM controls (i.e. budget logs, CAP reports etc)
Ad hoc business support as required

Financial Analyst, Senior Resume Examples & Samples

Data collection, organization, and analysis including income, expenses, losses, taxes, investments and income
Maintenance of journal or subsidiary ledger
Analyze and reconcile accounts with operating unit reports
Assist Finance Manager with

Financial Analyst, Senior Resume Examples & Samples

Analyse business and financial data to support strategic business decisions
Financial/Budget Responsibility: BU(s) Sales, Orders & OPEX
SOX, Group Policies, and local regulation compliance
Prepare monthly, weekly and daily management reports that include P&L forecasting reports and daily revenue / orders / backlog reports
Analyse performance metrics to identify key drivers for expenses, revenues and business risks, including profitability and pricing analyses
Perform actual verses budget / forecast variances and generate variances report for management
Assist in preparing weekly/monthly financial forecasts and yearly financial budget
Improve financial forecasting model to support financial forecasting and planning processes
Provide financial analysis support to various functions when needed
Assist in managing business activities according to the operating plan to generate more profit
Prepare business reports and perform ad-hoc financial analysis to support business operations
Liaise between finance and non-finance teams to support data collection, cross company initiatives, infrastructure development and process improvements
Work with Business Managers to compare monthly performance with projected targets and to draw business conclusions
Evaluate financial and business performances to provide appropriate improvement solutions
Review all financial activities and provide feedback on improving financial modelling
Work closely with the country Controllers and Regional/Global FP&A Groups to build standard work and work on process improvements
Bachelor's Degree in Accounting or Finance
3 years of experience in similar FP&A Financial Analyst position
5+ years of experience in similar FP&A Financial Analyst position
MBA preferred but not required
Experience in a global manufacturing environment highly preferred
Ability to read, analyse and interpret financial procedures
Ability to write reports, business correspondence and procedure manuals

Financial Analyst Senior Resume Examples & Samples

Participates in Financial Planning & Analysis Consolidation Function for two Finance Groups, representing ~$1.8B in annual revenue for Fiserv
Participates on monthly close and forecast calls to understand, challenge, and ensure reasonableness of key variances to plan and prior forecasts
Responds timely to BU and Corporate requests for support and additional information
Supports creation of annual and multi-year strategic plans
Supports Global Finance initiatives and M&A due diligence as needed
Establishes and leverages relationships with Finance peers across supported BUs and with Corporate to help perform job duties
6 yrs business related experience in fast paced, demanding finance environment
Bachelor's Degree in Accounting / Finance
6 yrs progressive advanced MS Excel and MS PowerPoint experience
Hyperion, Oracle or other common large scale ERP
MBA, or MBA track preferred
SAP, BPC, and/or SAP Business Analyzer experience
180-Day Accomplishments

Financial Analyst Senior Resume Examples & Samples

Performs technical analysis to determine present and future financial performance
Meets with organizational unit/department managers to discuss and establish timelines and methodologies for completing budgets
Researches and compiles data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations
Tracks revenue and expenses on a monthly basis, comparing actual to forecasted figures and makes necessary adjustments
Prepares reports for management summarizing results of research, analyses and evaluation of any discrepancies
Excel skills required
Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards
Communicates ideas both verbally and in written form in a clear, concise and professional manner
Analytical, audit and statistical examination skills
Attention to detail, accuracy and confidentiality
Demonstrated ability to plan and accomplish work to ensure critical/tight deadlines are met
Ability to create spreadsheets and demonstrated proficiency in the use of Microsoft Office and accounting software
Ability to establish and maintain effective working relationships with employees, clients and public

Financial Analyst, Senior Resume Examples & Samples

Experience with conducting quantitative analysis
Experience with Microsoft Office, including Excel, Word, and PowerPoint
TS/SCI clearance with a polygraph required
HS diploma or GED and 4 years of experience in a professional work environment or BA or BS degree
Experience with the advanced use of Microsoft Excel, including developing custom pivot tables for data analysis and reporting
Experience with performance management

Financial Analyst, Senior Resume Examples & Samples

Works with the project team to optimize the design and structure of subcontracts
Ensures that the subcontracts placed reflect the requirements of the business
Ensures all subcontracts entered into by CWC are on terms and conditions and where appropriate at prices acceptable to CWC
Manage subcontract risks
Negotiates subcontracts with suppliers
Manages subcontract claims and variations received/issued by CWC
Management of subcontracts post contract award through the full development life cycle (design, manufacture, test, acceptance) ensuring subcontractors deliver to agreed requirements and schedule
Develops appropriate reporting and subcontract management processes for projects
Interacts with all levels of the organization
Advises management and staff on the practical and necessary steps to ensure corporate processes are followed
Provide advice and guidance to business as required
Further education, A-Level minimum or equivalent and/or ability to demonstrate competence to successfully carry out the requirements of the role
Extensive (anticipated at least 5 years) commercial contracts and contract/subcontract management experience
Ability to review, draft and negotiate subcontract terms and conditions
Experience of negotiating claims and variations to contract with subcontractors
Knowledge of contract law
Exceptional negotiation and influencing skills
Good knowledge of contract & subcontract terms and conditions and application in bids
Must have strong problem solving and planning skills
A strategic individual with good judgment and strong professional and ethical standards
A well-organized individual who can relate to management, line workers, government officials, customers, and visitors
Leadership -- a demonstrated ability to lead people and obtain results through others
Flexible, as some out of hours and weekend working may be required. Some domestic and foreign travel may also be required

Financial Analyst Senior Resume Examples & Samples

Analyze financial and operational information to assess, interpret, and predict business performance to support management decisions
Analysis of project revenue and costs, and capital and operating expenses
Prepare variance reports comparing actual results to budgets/forecasts
Develop and distribute management financial reports. Furnishes internal reports, revises and updates reports to be more useful and efficient, and furnishes external reports as necessary
Develop and use financial analysis models
Establish long-term and short-term financial plans, budgets and forecasts
Manage the budget development process
Prepare financial models, due diligence and other documentation to support capital investment decisions, including mergers and acquisitions
5 - 7 years of experience in accounting and finance with minimum 3 years direct experience in financial planning and analysis required

100

Financial Analyst Senior Resume Examples & Samples

Maintain the accuracy and integrity of the accounting system
Collect and analyze all plant operating data, and manage month end close activities
Support the development of annual budget and monthly forecasting
Lead the physical inventory and fixed asset physical
Lead Excess & Obsolete (E&O) inventory analysis and support Operations team to reduce E&O risk
Participates on productivity teams that contribute to cost saving objectives
Supports the annual standards cost roll process per company’s policy

101

Financial Analyst, Senior Resume Examples & Samples

Prepare forecasts and budgets for residential national and field sales operating expenses
Monthly reporting, analysis and variance explanation
Partners with accounting to resolve questions around month end actuals
Conducts research and analysis of financial data needed in planning, budgeting and cost control to provide informed recommendations to leadership
Creates, enhances, distributes and tracks financial models and reports
Recommends and implements changes, analyzes and reviews submitted data and resolves questions and/or problems
Assists in the measurement of annual budget and business planning process including the identification of trends and the development of measures to ensure budgets are followed

102

Financial Analyst Senior Resume Examples & Samples

Support the PT Operations Finance Mgr in developing operating plans, forecasts, performance analytics, reporting, and working capital management (DSI)
Support the achievement of PT operational objectives (Productivity, OCOS vOP, working capital, capex, etc.)
Summarize weekly Scorecard (fcst updates), highlighting major changes, risks & opportunities for management
Validate worldwide budget and forecast information in BAR; Periodic adjustments/loading of info in BAR (as needed) and validation. Verify accuracy of balance sheet info and non-financial information (headcount, E&O) based on trends and quarterly targets
Manage capex management; tracking and reporting (determining IRR, NPV, Payback, etc.)
Manage inventory; tracking and reporting by location and region | Execution of DSI reduction action plans
Manage productivity project tracking and reporting
Perform Make vs. Buy or Make vs. Make analysis
Implement, support and improve standardized reporting across PT business
Provide all necessary ad-hoc support and analysis as requested
Demonstrated problem resolution skills
Must be detail oriented, with the ability to multi-task
Understanding of operations metrics (unit fill rate, on-time delivery, recordable injury rate, quality metrics, etc.)
Advanced Excel and PC skills with solid ERP systems experience (Hyperion and SAP experience is highly preferred)

103

Financial Analyst Senior Resume Examples & Samples

Masters degree, or foreign equivalent, in Business Admin, Accounting, Finance or related field & 3 yrs of controlling exp in large manufacturing company OR Bachelors degree, or foreign equivalent, in Business Admin, Accounting, Finance or related field & 6 years of controlling exp in large manufacturing company
Per 20 CFR 656.17(h)(4), any suitable combination of education, training, or experience is acceptable
Applicant must have professional work exp w/
Utilizing SAP FI/CO PA & BW for reports, transactions, menus & shortcuts
Utilizing MS Office apps for complex data mining & result oriented analysis
Performing value based mgmt activities such as tiered profit margin analysis & break even analysis based on differentiation of fixed & variable cost elements
Analyzing monthly results & cost development, determining variances of budget & root cause analysis, & recommending corrective actions
Developing capital budgeting decision models, & utilizing NPV, IRR & Payback Period as criteria to determine the preferred solution amongst certain action alternatives
Participating in cost reduction projects such as identification of potentials, coordination with the operational departments, evaluation of financial benefit of individual measures, follow-up on project progress & comparison of cost savings report to Plan or Prior Year

104

Financial Analyst Senior Resume Examples & Samples

Financial metrics reporting and analysis
Assist the Controller in the preparation of the annual budget & quarterly forecast, analyze trends and/or variances in expense, capital expenditures and other related areas
Conduct monthly & quarterly budget meetings with department heads
Prepare & analyze monthly expenditures incurred against plan and forecasts and provide recommendations on how to control or reduce spending
Prepares financial and business related analysis and research in such areas as financial and expense performance, rate of return, depreciation, working capital, inventory control and investments
Challenges the status quo by enhancing the system and recommending modification to existing processes and methodologies with a constant focus on continuous improvement
Assist with process improvement initiatives and business metrics development
Develop concepts and models for general management improvement
Recommends and develops strategies related to inventory management
Works with Accounting Supervisor in researching root causes of inventory discrepancies by extraction data from the ERP systems and identifies areas for improvement
Performs extensive analysis of inventory transactions and reports to identify, process, system and training deficiencies
Understands and demonstrates the 6 core behavioral expectations: Communicative, Motivated, Responsible, Dependable, Inquisitive, and Accountability
Detail oriented, with exceptional organizational and analytical skills
Demonstrate leadership skills and abilities
Demonstrate ability to formulate solutions and resolve issues in timely manner
Familiar with ERP environment
Must possess effective written and verbal communication skills
Excellent customer services skills building effective cross-function partnerships
Experience with Microsoft Office, including Outlook, Excel. PowerPoint and Word
Financial analysis experience in a manufacturing environment required
10-15 years of experience required

105

Financial Analyst Senior Resume Examples & Samples

Advanced knowledge of finance & accounting principles
Demonstrates strong verbal, written and interpersonal skills
Demonstrates time management & organizational skills, with the ability to handle multiple priorities
Demonstrates attention to detail
Knowledge of PeopleSoft and/or Hyperion
Leadership and coaching skills
Demonstrates ability to think strategically

106

Financial Analyst, Senior Resume Examples & Samples

Obtains a thorough understanding of medical and operating infrastructure to be able to proactively analyze and identify opportunities for cost savings and revenue enhancements
Prepares complex journal entries and maintains related supporting schedules and account analyses for HCP
Prepares statutory reporting, quarterly and annual financial statements, reports and analyses, as necessary
Identifies areas for streamlining processes involving staff and systems resources
Provides support for year-end audit process
Generates various reports of financial and operating data as requested to assist in better understanding issues underlying data requests
Works to effectively analyze sources of significant budget variances. Participate in routine monthly meetings with the FP&A department to review and provide variance explanations for budget to actual variances

107

Capital Recovery Financial Analyst, Senior Resume Examples & Samples

Advising various departments and levels of management on forecasting and budgeting
Preparing, reviewing and researching regulatorydecisions and filings
Preparing and presenting variance analyses to management
Forecasting capital revenue requirements and analyzing data for regulatory filings; strategizing on the best ways to balance recovery of costs and provide rate stabilityto customers
MBA or other advancedfinance/business/accounting degree
Strong writtenand communication skills

108

Financial Analyst Senior, FP&A Resume Examples & Samples

All SG&A Budget/Estimate Prep, Includes monthly analysis vs estimate and communication back to functional owners
Assist with Hyperion planning Budget/Estimate loads for North America
Monthly consolidation of Global Product Line report and preparation of the Global “pivot” (sales & margin details by sku)
General data mining and analysis mainly sales related
GKM oversight (new product review process) assign finance owners and assist with any general finance needs related to the process
Assist with prep of Monthly commentaries & Qtrly analytics
Various Journal Entries mainly related to payroll along with royalty accrual/payment & profit center allocations
Various annual reports (Annual Survey of Manufacturers, US Domestic Production Activity, Commodity Flow, ELM Personal Property filing)
Strong business management & leadership skills
Demonstrated problem resolution skills; Ability to prioritize
Able to meet deadlines in a high-paced work environment
Ability to work in a matrix environment and build relationships with a variety of functions
Strong PC and HFM skills mandatory (Excel, Powerpoint, HFM, Hyperion Planning, SAP, etc.)
BS Degree with Acctg or Finance Major | MBA, CPA, other credentials helpful
5-8 years of experience in a dynamic large company environment (i.e. Multiple locations and International exposure)

109

Financial Analyst Senior Resume Examples & Samples

Bachelor’s degree required with a major in Accounting, Finance or Business with an emphasis in Accounting or Finance or related field
CPA or equivalent certification required
5+ years of experience in accounting or finance which may include

110

Financial Analyst, Senior Resume Examples & Samples

Performs financial analysis - Develops enterprise financial and operational analyses, providing key insights into performance and identification of emerging trends. Includes revenue and direct cost analysis, and peer/performance comparisons. Provides analytical support for key performance indicators, as well as, forecasts/budgets and long range plans
Performs data analysis - Gathers and compiles data used for identifying complex and dynamic business trends and provides recommendations. Develops construct/ framework to access and manipulate data from data systems and sources
Performs modeling - Conceptualizes, prepares and presents advanced models, analyses and recommendations. Includes developing planning and analysis models that incorporate operational data to support driver-based, rate/volume analysis and budgeting
Provides financial and operational consultative services through collaborative partnerships – Recommends, facilitates and implements changes; analyzes and reviews data and resolves questions and/or problems. Assists in policy development to support change initiatives
Monitor and optimize business processes - Provides and reviews data to ensure both compliance and effectiveness of complex operational and financial processes, identifying anomalies and making recommendations
Project Management – Facilitates partnership, coordinates stakeholder communication, and completes assignments to support project objectives. Oversees the completion of projects, including planning, assigning, monitoring, reviewing progress and accuracy of work, and evaluating results

111

Financial Analyst Senior Resume Examples & Samples

Reports directly to the Finance Manager
Develop and maintain reports for monthly forecasting and reporting as well as the annual budgeting process
Involved in the month end close process, including managing the land accounting as well as reconciling / reporting monthly unit activity to Corporate FP&A
Work directly with Land Acquisition and Development team to maintain development budgets and ensure compliance with SOX controls
Coordinate with Purchasing and Sales teams to build and to maintain current pricing strategies
Provide support to the Division President and Land teams as part of the land acquisition due diligence process
Work with Manager, FP&A to identify areas for cost savings and presenting those ideas to Division and Corporate management
Perform ad-hoc financial modeling and analyses
Other Corporate and Division projects, as needed

112

Financial Analyst Senior Resume Examples & Samples

This role partners directly with Product Line Owners to build the strategic plan and budget for their product lines
The role has a lot of visibility to Senior Level executives and is a crucial voice in the planning process
Direct partnership with product managers to understand and report financials
Prepares monthly, quarterly and annual reporting for specific product line revenues within the Card Services division
Supports creation of annual multi-year strategic plan
Creates and maintains financial models used for forecasting product line revenues
Ensures accuracy and transparency of reported and forecasted results
Creates hypotheses and analyses to identify and recommend business process improvements that create efficiencies with own tasks and within the team
Performs ad hoc analysis as needed
Supports Card Services finance team as needed
Minimum of 5 years business related experience
Must be able to make decisions based on precedent and solve arising problems using sound professional judgment, experience, and conducting research
Strong level of technical skills required to complete assignments
Ability to communicate effectively, verbally and in writing
Intermediate skill level on PowerPoint and Word
Travel as required (~5%)
MBA / CPA / other Finance or Accounting certifications

113

Financial Analyst Senior Resume Examples & Samples

Requires a BS/BA, preferably in accounting or finance
2 years (Analyst Sr.) or 3 years (Consultant level) or 5 years (Consultant Sr.) of general accounting, financial planning, management reporting, budgeting, forecasting and/or accounting financial reporting experience; or any combination of education and experience, which would provide an equivalent background
Prefer healthcare experience - strongly prefer experience in Medicare
Expert level experience in Excel is required for either level
Intermediate to expert level in PowerPoint is required for either level
MBA, CPA, CMA, FSA, and/or CFA preferred

114

Financial Analyst, / Senior Analyst Resume Examples & Samples

Analyze, prepare MIS reports to executive management on Inventory/Costing/Business Process
Reconciliations between Hyperion and TE database for Inventory
Data mining activities for the quality on Cost and Inventory
Ensure timely and complete resolution of queries routed through mails for the internal customers with accuracy
Mergers & Acquisition support

115

Temporary Financial Analyst Senior Resume Examples & Samples

Earned Value Management (EVM)
Ability to prepare and present various types of reports to all levels of Management
Strong Organizational skills. Attention to detail
Ability to apply organizational, planning, management, problem solving & execution skills to multiple projects simultaneously
Good command of written and verbal communication skills
COBRA, Compass, SAP toolset knowledge
Experience with DCMA oversight
Extensive knowledge of developing & maintaining cost baselines
Ability to multi-task and willingness to take on additional responsibilities as needed
Experience working proposals

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Financial Analyst Senior Resume Examples & Samples

Prepare and analyze monthly internal financial statements
Prepare monthly forecasts and assist with preparation of annual budget
Reconcile balance sheet accounts, revenue accounts and prepare monthly support schedules and account analysis
Develop analytical tools to evaluate business unit financial results
Assist management team in evaluating strategic plan metrics
Work with Accounting Department during monthly general ledger close functions to the corporate office
Assist management team by assembling and presenting any requested information necessary for the preparation of monthly financial statements
Prepare necessary journal entries
Develop pro forma income statements for new business opportunities
Research GL entries as required
Prepare income statements comparing actual to budget and conduct monthly review meetings with department heads and GMs
Preparation of schedules and financial statements for internal and external audits
Work with divisional HR Department to manage divisional payroll accounts
Assist in streamlining and reducing the monthly general ledger close process
Assist with development and implementation of accounting policy and procedures
Responsible for special projects/reports as assigned. Assists payroll/benefits coordinators during regular payroll processing, as needed. Provides support to the Physician and midlevel providers regarding payroll concerns. Prepare monthly/quarterly reports
Five or more years experience as a Senior Accountant or Financial Analyst in a multi-company, multi-location environment helpful. General ledger close for multiple entities, forecasting, financial reporting, account analysis and account reconciliation experience required
Oracle experience preferred. Strong Knowledge of Excel, Access and Word required
Must have effective oral, written and interpersonal communication skills. Must be a self-starter and have the ability to develop analysis of accounts and financial statements with limited supervision
Ability to work with others in a high volume fast paced environment

117

Financial Analyst, Senior Resume Examples & Samples

5+ years of experience with accounting or audits, including federal consulting
Knowledge of financial statements for federal accounting, including comprehension of general ledgers, such as USSGL
Knowledge of government accounting standards and audit standards or practical field work in governmental accounting or auditing
Experience with government General Fund and Working Capital Funds and financial management practices or business processes
Knowledge of compilation and reporting for federal financial statements
CPA License or CDFM or CGFM Certification

118

Financial Analyst Senior Resume Examples & Samples

Experience in A/P and/or travel & expense reimbursement preferred
Background in Finance/Accounting (3 - 5 years)
Ability to create accounting journal entries
Familiarity with MS Access

119

Program Financial Analyst, Senior Resume Examples & Samples

Bachelor's degree in Finance, Business Administration, Information Systems or other related business/technical discipline
Four (4) plus years of combined experience in financial analysis, business process or systems analysis
Secret clearance required
Provides customer organizations with financial management project and support services such as monthly and weekly reports
Provide meeting minutes
Apply technical expertise and knowledge of other related disciplines to prepare budget, POM, Spend Plans and related funding packages for submission to the Business Office
Support budget discussions with vendors providing support and maintenance services

120

Financial Analyst Senior Resume Examples & Samples

Implementation of Earned Value Management (EVM) techniques on projects and programs as defined by the ANSI/EIA-748 and EVMS company procedure
Demonstrated understanding of Financial and Business systems and their relationships (Accounting, Earned Value, Scheduling, Manpower Planning)
Development of contract budgets and schedules
Perform analysis related to funding, staffing, spending, profitability and program
Minimum 5 years of financial analysis and/or cost estimating experience within the Defense industry
Proficiency with Program Financial Reporting, Estimates at Completion, and
Utilization of Excel for Complex Formulas, Pivot Tables, Macro’s, Query’s, etc
Accounting Systems and processes: General Ledger, AP/AR/Billing
Use/Knowledge of Cost Point (Accounting System) and COBRA (Earned Value tool)

121

Financial Analyst Senior Resume Examples & Samples

Provide proactive thought leadership to support the firm in terms of sales/ asset analysis, competitive results and industry trends. Also,develop and present findings to senior management
Preparation and enhancement of Monthly Management Reporting, outlining key firm initiatives, sales results, fund performance and industry trends by performing complex analysis
Preparation of Board of Directors Reporting, outlining key firm results and prospective initiatives
Develop/ Analyze firm KPI’s, by communicating with various business units and developing measurement metrics
Drive efficiency and effectiveness by seeking out and executing on opportunities to automate/improve processes
Provide mentorship and guidance to the financial analyst and co-op and assist with review of select reports
Design new reports and analytics to address needs of the business and proactively anticipate future requirements, including management reports
Proactively seek out opportunities to drive the business forward
More than 3 years of experience working in a financial role
Experience in financial analysis, modeling and reporting (financial services industry experience an asset)
University degree with a focus in business (accounting, economics, commerce, finance or mathematics / statistics preferred)
Completion of or working towards CPA/CA, CPA/CMA, CFA or MBA
Strong knowledge of Microsoft applications, especially in Excel and PowerPoint
Excellent communication skills with the ability to translate complicated financial concepts into business terminology and effectively present to senior management
Ability to develop complex financial models, conduct complex analysis, and communicate results in written and verbal formats
Change advocate with a passion for process improvements
Manage relationships across the full spectrum of management levels
Ability to influence/convince others, adapt recommendations/presentations to suit a particular audience and respond to questions/objections successfully

122

Business Financial Analyst, Senior Resume Examples & Samples

6+ years of experience with financial analysis
4+ years of experience with managing defense programs
4+ years of experience in a DoD environment

123

Financial Analyst Senior Resume Examples & Samples

Support the Strategic Business Unit Mgr in Analyzing and Providing insightful SBU financial reports, New Product Development reporting and global presentations
Support SBU monthly close process, analysis of profit and loss, Quarterly Forecast, annual strategic plans, Operating plan and assist with short/long term performance recommendations
Develop quantitative analysis/financial modeling to provide insight on driver of profitability
Provide leadership with analysis and actionable recommendations
Participate in the pricing and costing of New product launches
Effectively manage multiple priorities within a broad team of cross-functional and cross-regional members
Provide financial support on SG&A expenses (reporting, analysis, tracking of spend, etc.)
Implement, support and improve standardized reporting across business

124

Financial Analyst / Senior Financial Anlayst Resume Examples & Samples

The financial and analytical support includes, but is not limited to: Management and development of key monthly reports, Manage and perform activities related to the monthly close process
Develop forecasts and annual plan for the cost centers
Collaborate with leadership to prepare strategy and business cases, Develop short term and long term strategies to improve profitability of company assets
Ad hoc analysis on various initiatives, guided towards improving the bottom-line and the company's return
Provide financial and analytical support for projects requested by Senior Management
Support FFM on monthly financial close process, to include: Prepare invoices, journal entries, account reconciliations, etc
Review of P and Ls to ensure appropriate accounting at the location level
Analysis of monthly and YTD operations performance to explain budget, forecast and prior year variances
Support the FFM in recurring financial reporting, including: Forecasting, Business Plan development, A/R collections, Work as a liaison between vendors and shared service center to resolve payables issues, Perform ad hoc analysis, metric reporting to include: Tracking of margin improvement initiatives, Completion of monthly operating scorecard, Analytical support for executive level presentations

125

Financial Analyst Senior Resume Examples & Samples

Responsible for the analysis of the company’s debit/credit fees, including budgeting, forecasting, monthly accounting, as well as monitoring, calculating and comparing prices by network to be used for optimal routing purposes
Identifies cost saving opportunities as it relates to debit/credit fees, routing and contractual obligations
Provides analytical support for various cash flow, peer, credit ratio analyses as well as various Treasury projects
Responsible for working with the Assistant Treasurer to update monthly balance sheet model inputs, including accounts payable, expense payable, other assets and liabilities, etc
Strong knowledge of general finance principles and practices
Expert knowledge of excel modeling and forecasting techniques
Extensive analytical skills, with an ability to accurately respond to time-sensitive requests
Knowledgeable regarding the Company’s financial position, with the capability to link analytical results with strategic issues

126

Financial Analyst Senior Tucson Resume Examples & Samples

Evaluate operational techniques, budgets, programs and practices to ensure maximum economic operation
Maintains knowledge and stays abreast of developments in the industrial, technology, finance, regulations and economic theory by analysis obtained from financial publications and services, government agencies, company sources, and personal interviews
Prepares plans of action based on financial analyses
Presents oral and written reports on general economic trends, individual corporations, and entire industries
Other duties as requested or assigned

127

Financial Analyst, Senior Resume Examples & Samples

Collaborate with local market Finance team to provide timely and accurate financial insights to market and National leadership
Be the subject matter expert for your market
Serve as a trusted strategic partner to your market, including all departments, sites, and teammates within the market
Leverage understanding of financial statements, financial modeling, and a hypothesis-based approach to identify, validate, and quantify opportunities/risks
Identify cost saving opportunities and drive expense management initiatives with cross functional teams
Train local market Operations teams on the basics of Financial Reporting (budgeting, forecasting, variance reporting), use of FP&A tools (Anaplan, Essbase, MR, Excel models) and areas of focus when reporting to leadership
Communicate findings in a cohesive story and present comfortably and compellingly to teammates at all levels of the organization
Travel to market at varying frequencies
4-6 weeks of in-market immersion shortly after hire date, with focus on learning about the market’s business and establishing relationships with key partners and stakeholders
Attend team meetings, phone conferences, and training events as needed
Demonstrated ability to communicate with multiple levels of an organization on a frequent basis
Ability to think strategically by leveraging quantitative analysis to derive insights
Strong understanding of business process with the ability to translate business requirements into meaningful reports
“Self-starter” who is passionate about continuously improving themselves and the way DaVita does business
Desire to work through ambiguous assignments and adapt easily to a fast-paced, changing environment
Strong verbal, written, and interpersonal communications skills including ability to listen attentively and to communicate information clearly and effectively throughout all levels of the organization and with audiences with varying levels of familiarity with information
Willingness to travel up to 25% of the time
Personal values in line with DaVita’s values of Service Excellence, Integrity, Team, Continuous Improvement, Accountability

128

Financial Analyst, Senior Resume Examples & Samples

8+ years of experience with financial analysis, including DAR, FAR, and equivalent government regulations
Experience with successfully leading or managing complex programs
Experience with Air Force and DoD staffing processes
Experience with DoD network infrastructure, including the Non-Classified Internet Protocol Router Network (NIPRNET) and Secret Internet Protocol Router Network (SIPRNET)
Experience with ABSS, CRIS, and WAWF applications and productivity tools
Experience with supporting the Headquarters Air Force Space Command
Knowledge of Air Force Cyberspace weapon systems
Knowledge of weapon system sustainment processes
Ability to express information to individuals or groups effectively, including considering the audience and nature of the information and listening to others and responding appropriately
Possession of excellent oral and written communication skills, including interpersonal expertise
MA or MS degree preferred

129

Financial Analyst Senior Resume Examples & Samples

Contributes to the HealthEast operations and corporate management decision-making process by providing financial analysis and support to operational partners
Partners in the operating forecast process for areas assigned per leader
This may include coordination and preparation of detail forecasts, support schedules and the “macro” forecast
Leads the system wide forecast process which may include developing forecast best practices, training documentation, and managing a detailed timeline
Manages the monthly close review process by providing detailed insights into variances and identifies future risks and opportunities based on current month and year-to-date results
Prepares feasibility studies and pro forma analysis for proposed projects, programs or services
Manages the process and compares actual performance to implemented studies
Maintains strong interpersonal communication: demonstrates skills in developing effective rapport with customers, and co-workers, actively listening, and is able to maintain a positive and trusting connection
Assists operational partners with problem solving and provide guidance on appropriate points of contact when outside of job scope
Prepares retrospective profitability analysis on current programs or services and develops innovative methods and reports to approach financial issues
Possess an attention to detail, but also has a sense of the larger picture
Achieves thoroughness and accuracy when accomplishing a task
Prepares ad hoc projects as needed and other duties as assigned by leader
Maintains knowledge of, and complies with, all relevant laws, regulations, policies, procedures and standards
Actively participates in creating and implementing improvements
Performs other responsibilities as needed/assigned
Technical skills: Access, MS Office Suite, Adaptive Insights, Lawson Infor, Epic
Bachelor’s degree in Finance, Economics, or closely related field required
3 to 7 years experience analyzing financials and business operations
A minimum of 2 years experience specific to healthcare
Knowledge/Technical Skills: Microsoft Office Suite, GL software – Lawson/Infor preferred, EPIC or EMR experience preferred, experience with business intelligence software preferred
Accounting: Knowledge of accounting principles, organization chart of accounts, accounts payable procedures, and accounting software and equipment
Analytical Thinking: Ability to Identify issues, obtain relevant information, relate and compare data from different sources, and identify alternative solutions
Attention to Detail: Achieves thoroughness and accuracy when accomplishing a task
Computer Skills Advanced: Skilled in specialized computer software
Ability to use more advanced functions, formulas and other special elements of the specific program or application
Decision Support: Collection, examination, and interpretation of quantitative data to discover its underlying causes, patterns, relationships, and trends use to aid in decision making
Financial Analysis: Drawing accurate conclusions from financial and numerical material
Applying financial principles and numerical techniques to problems
Learning Agility: Learns quickly when facing new problems, open to change, analyzes both successes and failures for slues to improvement, experiments and willing to try new things to find solutions
Enjoys the challenge of unfamiliar tasks. Quickly grasps the essence and underlying structure of anything
Organization: Effective management of projects, deadlines, and work load prioritizing
Putting things together in an orderly and functional whole
Team/Relationship Management: Partners with teams effectively to maximize performance, utilizing communication skills, facilitation skills, and knowledge of team dynamics and adapting to change

130

Financial Analyst Senior Resume Examples & Samples

Researches, gathers and summarizes financial data; identifies potential problems and Develops solutions
Develops and Prepares routine and special Finance and Audit Reports as needed
Assists during budget development process by compiling reports, entering budget information, and developing internal communications
Prepares budget reports, and Assists with expense allocation issues and questions
Analyzing and interpreting data, converting it into information that can be used by management decision making; makes appropriate recommendations
In analyzing financial information, is expected to be able to discern what trends, variances, projections, etc. are important, and to bring that information to the attention of management
Assists in the development of policies and procedures; makes recommendations as necessary
Stays abreast of the latest standards and regulations within the scope of this position’s responsibility
Provides reporting and tracking of the process to Executive Management

131

Financial Analyst Senior Resume Examples & Samples

Analyze data within the global warehouse, which contains revenue, compensation, and expense information. Research new data elements that might better help us understand performance. Ensure data quality is sufficient for reporting
Gain a deep understanding of the business in order to develop reports and conduct analysis that aligns with business goals and needs
Present data logically and in a manner that is easily understood by business partners outside of Finance
Work on special projects that enhance our understanding of the brokerage business, both internally and externally
Leverage large data sets to uncover business patterns, trends, and opportunities for revenue growth
Provide requirements for IT to use in development of new data elements to be integrated into the data warehouse and perform testing on these elements. Design, test, and build reports when new data elements are available
Propose new methods of data discovery utilizing various data tools to increase the speed and / or scope of current reporting and analysis
3 or more years of experience required
Bachelor’s degree in Finance or related area of study (i.e. quantitative coursework in Finance, Mathematics, Statistics, or Economics)
Expertise in any of the following: Microsoft PowerPivot, Power BI, DAX, R, SQL
Strong analytical skills – able to analyze, manipulate, and interpret large amounts of data
Strong oral and written communication skills - able to articulate key insights to management and interact effectively with employees in finance, IT, and sales
Strong technical skills – able to function in Excel at a very high skill level and able to integrate new data discovery techniques
Solid organizational skills – able to multi-task, meet deadlines, follow-up, and pay attention to detail
Self-driven – able to solve complex business inquiries with little guidance from leaders
Comfortable and able to achieve results in a changing environment
Pursuit of Chartered Financial Analyst designation and/or MBA
A background in insurance

132

Financial Analyst, Senior Resume Examples & Samples

Analyze complex financial information, prepare predictive analytics and reports to provide accurate and timely financial recommendations to leadership
Prepare and maintain visibility board on ACO performance
Subject matter expert on ACO financial metrics, agreements and requirements
Prepare journal etries and monthly financial reports in collaboration with the accounting team
Creation and maintnenance of IBNR, including analytics on trends and outliers
Understanding of clinical metrics and impact to ACO performance
Collaborate with department leaders on budget development for strategic affiliations
Understanding of Generally Accepted Accounting Principles commensurate with accounting functions
Five or more years progressive experience in financial analysis, preferably in the healthcareindustry
Five or more years progressive experience in accounting, including journal entry preparation, account reconciliations and financial statement preparation
Demonstrated solid analytical and problem-solving skills
Highly proficient using Microsoft Office Suite products
Experience with PeopleSoft and Epic a plus
Excellent communication, customer service and sound organization skills
Able to operate in a fast-paced environment and can handle change quickly and efficiently
Must be able to multi-task, and work both independently and as part of a team

133

Financial Analyst Senior Resume Examples & Samples

Prepare annual budget and conduct periodic follow up
Drive the financial forecasts and outlook processes
Monitor performance indicators, highlighting trends and analyzing variance drivers, providing insights and decision making support to top management
Develop ad hoc financial modeling tools to simulate possible scenarios and help top management develop or optimize business strategies
Prepare presentations to the senior management team
Perform month closing financial activities

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Financial Analyst Senior Resume Examples & Samples

Prepares specialized financial reports by preparing periodic internal and external financial documents, supporting schedules and financial reports. Researches, compiles, monitors and summarizes financial information and data and reports on financial condition
Conducts financial analysis by monitoring, reviewing and analyzing current and historical financial and budget information. Analyzes trends, prepares financial forecasts, summarizes and interprets the results of financial analysis and provides possible alternatives for consideration. Informs management of the financial condition of the department
Prepares budget reports by researching, compiling, monitoring and summarizing current and historical budget information and data. Monitors the departmental budget and reports on budget variances. Prepares budget transfers, as required. Participates in preparing annual departmental budget submission
Prepares, processes and maintains all financial transactions and documents for departmental activities, such as financial reporting, budget, grants, purchasing, contracts, payroll, and other financial transactions. Maintains accounting ledgers, documents and accounts and reviews, verifies and reconciles accounting transactions
Develops and maintains computer spreadsheet models, databases and queries. Designs and maintains spreadsheets and databases to support standard and specialized departmental financial operations. Conducts project and division specific financial analysis. Prepares, updates and maintains monthly financial activity reports, spreadsheets and ledgers. Maintains financial data and records
Responds to financial inquiries from departmental management and staff, other County fiscal representatives and the public. Provides technical assistance to departmental staff in developing and maintaining grants, proposals, contracts, payroll, and other operations having financial implications
Assists in and develops strategic and tactical financial plans. Develops, recommends and implements departmental financial policies, procedures and strategies
Policies, practices, procedures and terminology of assigned function
Federal, State, Local and County applicable laws, rules, regulations and guidelines
Generally Accepted Accounting Principles (GAAP) and standardized financial, accounting and auditing practices
Budget planning, development, preparation, and monitoring
Manual and automated systems relating to assigned function
Modern office practices, procedures and methods
Computer equipment to include word processing, spreadsheets, databases and a variety of software packages
Business letter writing, grammar and punctuation, and report preparation
Problem-solving and decision-making
Developing financial spreadsheets and financial trend analysis
Completing professional financial reports
Planning and evaluating financial processes
Developing financial policies and procedures
Both verbal and written communication, including presentations
Manage time well, perform multiple tasks and organize diverse activities
Analyze, calculate, forecast and interpret financial data and identify and correct errors
Establish and maintain effective working relationships with departmental clientele, representatives of outside agencies and providers, other County employees and officials, and the general public

135

Financial Analyst Senior Resume Examples & Samples

Develops financial models to support decision making related to business issues including new product development analysis, product portfolio analysis, profitability of new opportunities, impacts of regulatory changes, capital analysis, revenue models and profit margin analysis
With an emphasis on forecasting, analyzes current performance through the creation and monitoring of product metrics, and conducts prospective and ongoing economic analysis of products including marketing programs, product pricing, business initiatives and services
Assists in driving change as needed to improve financials for the organization and builds analytical tools to gain efficiencies in financial modeling as required
Analyzes and summarizes the division’s financial statements, expenses, and records
Develops recommendations for management decision-making
Prepares and analyzes the monthly financial statements and reports to produce forecasts of business, industry and/or economic conditions for use in making sound business decisions
Analyzes and reports on the financial impact of current and proposed programs
Fulfills complex analysis needs
Assists in the development of the long-range financial plans and continuously analyzes operating financial results
Works closely with other departments within AmeriHealth Caritas to ensure that strategic initiatives are achieved
May assist in the development of the annual budget and analyzes actual and budgeted figures on an ongoing basis
Creates and maintains detailed budgeting templates
Reviews monthly financial operating results, identifying key trends, variances, and areas of improved performance
Works with other departments for account reconciliation
Provides information and assistance to management regarding expenditures, purchases and other costs of doing business
Responsible for ensuring data integrity and accuracy of information provided to Request For Proposal (RFP) questions
Performs ad hoc analysis and forecasts for internal management team and external customers
Provides guidance and training to associate analysts and recommends best practices on pulling and refining data
Will be responsible for Cash Flow and Balance Sheet projections
Bachelor’s Degree required in Finance, Accounting or closely related field
5 years progressively responsible experience in financial analysis required
Experience working with cost and financial models
Knowledge of PeopleSoft or other financial systems specifically Hyperion Financial Management (HFM)
Knowledge of Excel, PowerPoint, and Word. Experience with financial modeling and strategic planning

136

Financial Analyst / Senior Resume Examples & Samples

Understand and Adhere to all Corporate Policies to include but not limited to ACI Code of Ethics and Global Information Security
Leads building monthly revenue and expense forecasts, analyzing trends and variances
Operational engagement with a Services-based organization, understanding optimization of workforce and its link to profitability
Effective communicator who can communicate Forecast and Financial information to non-financial leaders, and distill complex data sets into actionable conclusions
Prepare monthly summary of financial performance for business partners
Strong ability to perform Ad-hoc reporting and analysis as necessary
Ability to learn information systems (Financial, Oracle)
Experience with financial systems (Oracle, Cognos)
Experience with CRM systems (SalesForce)
Ability to engage and communicate across the organization and at various levels within the business

137

Financial Analyst Senior Resume Examples & Samples

Performs complex data analysis and makes recommendations based on the results
Support the creation of cross functional training materials to assist in associate development and/or to provider internal clients with clear expectations
Support and collaborate with businesses and technical areas to implement new or enhanced products
Prepares budgets, forecasts, trend analyses and expense accruals
Provides information for various monthly journal entries
Compiles and prepares standard and adhoc financial reports
Identifies complex financial problems or issues, researches solutions, and implements corrective steps to achieve higher level of efficiency
Advises management of various financial models and recommendations
Prepares complex presentations
Prepares financial planning, financial section of annual and quarterly reports to shareholders, applicable government reports, and budget reports
Is used as a resource by staff or outside departments
Trains and reviews the work of lower level Financial Analysts

138

Financial Analyst Senior Resume Examples & Samples

Bachelor's degree in Finance, Accounting or a related field and five years of related work experience
Additional experience may be used on a one-to-one basis to offset the educational requirements
Prefer experience providing financial and operational reporting using generally accepted accounting practices (GAAP)

139

Financial Analyst / Senior Resume Examples & Samples

Drives financial accountability with managers through education, tools and process that will allow them to understand the impacts of their decisions
Prepares forecasts and generates accurate and timely cash flow, sales, and expense projections
Develops and maintains complex costing models. Prepares presentations of the financial results for senior management review
Performs analysis to determine past, present and future Key Performance Indicators (KPIs)
Consolidates all Global Reporting, Forecasting and Budgeting for Global Sales across all internal organizations across ACI
Leads, mentors and assists others in developing skills that will lead to independent problem solving

140

Financial Analyst Senior Resume Examples & Samples

Perform monthly analysis of revenue and expense activity, conducts reconciliation of complex balance sheet accounts including accounts receivable and inter-company accounts
Coordinates/assists in the preparation of annual audit ensuring timely completion of schedules and reporting
Provides in-depth financial analyses and modeling to support business decisions and management inquiries (i.e. contractual modeling, capital investments, acquisitions, ect…) Based on analysis, develops recommendations and logical forecasts
Serves as key member on various committees /teams to ensure delivery of accurate financial data in support of business initiatives
Assists in the annual preparation of the budget for assigned areas
Researches and resolves any errors regarding actual or budget information
Works with the managers and directors in reviewing and analyzing operating performance of individual cost centers and entities
Uses multiple source systems including Lawson, NextGen, EPSI, Peachtree Accounting and other systems to analyze various financial data
Prepares month cash collections to net revenue analysis
Prepares departmental or ad hoc reports requiring analysis and interpretation of data
Participates in continuous quality improvement activities and teams
Participates in supporting the organization’s vision, mission and values and adheres to DeKalb Medical Standards of Behavior
Leads or participates in special projects and performs other duties as assigned to meet the goals and objectives of DeKalb Medical
A College Degree in Accounting or Finance and three to five years job related experience in healthcare are required
In lieu of an Accounting or Finance degree, a college degree with five or more year’s job related experience in healthcare financial reporting
Additional required qualifications include working knowledge of personal computers, reporting tools (i.e., with a proficiency in Monarch, Access, as well Excel, Word, Power Point), and healthcare business systems. SQL skills preferred
Excellent written and oral communications skills
Ability to remain calm and provide excellent service even in stressful situations and in dealing with a variety of diverse people while working to meet deadlines
Proficient in computer including using tools such as MS Excel, MS Word, Lotus Notes and budgeting software
Ability to maintain a high confidentiality and maintain sensitive information
Skill and ability to operate independently and collaboratively as part of a team
Detail oriented and timeline driven with an emphasis on accuracy and result
Strong customer services skills required

141

Financial Analyst Senior Resume Examples & Samples

Prepare annual budgets and monthly forecasts in conjunction with business partners
Analyze financial statements at month-end; ensure that transactions are recorded in accordance with GAAP and contractual requirements
Report on financial results and answer questions that may arise from finance and operations management
Analytical and statistical examination skills
Demonstrated ability to plan and accomplish work to ensure critical deadlines are met

142

Financial Analyst Senior Resume Examples & Samples

Develops a comprehensive database for granular level pharmacy forecasting and reporting
Develops a validation process of data being utilized and ensure ongoing integrity of data
Performs testing and documenting results on the pharmacy financial database
Work with subject matter experts to develop forecasting assumptions for pharmacy claims trends
Completes documentation of business requirements
Troubleshooting data issues as they arise
Creates, analyzes and summarizes business performance reports and provides notations of performance deviations and anomalies
Creates and publishes periodic reports, as well as any necessary ad hoc reports
Collaborates with team and provides deliverables to outside departments
Provides guidance to less experienced financial analysts and consultants

143

Financial Analyst Senior Resume Examples & Samples

Works closely with leadership teamdetermining robust assumptions to driveforecast rhythms across regional and strategic business unit dimensions
Ensures forecast model accurately reflectoperational assumptions of senior leadershipteam
Assists in preparation of short and long rangeplanning deliverables (annual plan, 5-yearplan, quarterly forecasts, etc.)
Demonstrates knowledge inplanning/forecasting process in terms oftiming | frequency | depth of informationprovided
Manages and coordinates weekly operationalforecasting process and annual budgetingprocess
Provides analysis and support to answer"what if" questions
Prepare financial reports and executivepresentations in support of $7B Global Tools & Storage Business Segment
Ability to work successfully in a dynamic, fastpaced setting, and effectively manage multiplepriorities within a broad team of cross-regionaland cross-functional members
Facilitate forecast development and analysisof Profit & Loss, Working Capital, and Non-Financial accounts to explain results andassist with performance recommendations
Assist with coordination, consolidation, andanalysis of monthly forecast cycles, annualOperating Plan and Strategic Plan
Manage quantitative analysis / financialmodeling of internal and external data toprovide insight on drivers of profitability
Implement forecast and reportingrequirements and tools to promotestandardization and consistency acrossregions and businesses
Work as Business Segment lead oncorporate-wide reporting initiatives
Implement systematic process improvementsfor financial metric reporting
Serve as Business Segment point of contactfor financial systems assistance and training
Implement and sustain continuousimprovement and business transformationefforts
3-7 years of relevant work experience with adegree in Finance or Accounting
Possesses strong analytic andcommunication skills
Demonstrated process improvement andproblem solving capabilities
Provides good organizational skills and theability to manage several tasks concurrently
Exceptional system capabilities with Exceland PowerPoint
Experience loading | consolidating forecasts within consolidation tools, particularly Hyperion Financial Manager
Working experience with hierarchies | customreporting functionality within consolidation databases
Experience with ERP or data warehouseusage or implementation

144

Financial Analyst Senior Resume Examples & Samples

Perform analysis of all financial activity across the department, including budgeting, spending analyses and forecasting.Prepare variance analysis reports with written narratives for review
Review and analyze the income statement, balance sheet, royalty income/distribution reports, patent expenditures/reimbursements reports and bring observations forward to management
Capitalize on the power of the Business Objects reporting tool to create streamlined financial statements, projections and other reports to prepare and assess financial situations
Annually assist the Financial Manager with the preparation of the FTE Position Control/Head Count, budget files and supporting documentation
Prepare monthly Venture Accelerator, month-end close, year-end close and adjusting journal entries
Reconcile expenditures and revenues on monthly Statement of Activity and validate accounting practices.Reconcile check log and clearing account
Review expenditures across project grants, maintaining compliance with external sponsor and internal rules and guidelines
Prepare and complete preliminary review of internal control reports (GAP analysis). Report findings to leadership and work to resolve gaps or issues
Stay informed of all GAP and SPG changes that will affect Financial Statement preparation and the accuracy of the Financial Statements
Ensure synchronization between Tech Tracs and M-Pathways accounting ledgers; cross-direction reconciliation (using virtual fields review)
Prepare some tasks in Tech Tracs to assist with distributions and reporting
Collect monthly Tech Transfer metrics data (inventions, patents, agreements, revenue, etc.) and prepare reports and analyses

145

Financial Analyst Senior, Power Tools Resume Examples & Samples

Analyze, and provide insightful SBU financial reports and global presentations in support of a $3B Professional Power Tools Segment
Perform financial review and analysis of New Product business plans and capex/investment plans
3-5 years of relevant financial work experience and established skills in a corporate business unit
Degree in Finance, Accounting, Economics, or a related degree. Possesses strong analytic and communication skills
Demonstrated problem solving and process improvement capabilities. Experience with ERP or data warehouse usage or implementation with strong capabilities in Excel

146

Financial Analyst, Senior Resume Examples & Samples

10+ years of experience with Air Force programs or service required
Experience with Microsoft Office, including Excel, PowerPoint, and Word required
Experience in working with military members of all ranks and briefing General Officers
MA or MS degree in Engineering, Mathematics, Economics, or Business Administration
3+ years of experience with working in the Air Force SP3 or Planning, Programming, Budgeting, and Execution (PPBE) processes
Knowledge of the Automated Budget Interactive Database Environment System (ABIDES) preferred
Possession of excellent oral and written communication skills preferred
Certified Defense Financial Manager Certification or ability to obtain certification preferred

147

Financial Analyst / Senior / Project / System Resume Examples & Samples

Bachelor of Science in Finance, Economics or Accounting
Familiarity with financial systems and the ability to analyze and draw meaningful conclusions and forecasts from historical financial data is require
Knowledge and aptitude with standard office software such as Excel, Word and PowerPoint is required
Ability to manipulate Excel spreadsheets using pivot tables and macro’s is required
Knowledge or willingness to learn other software such as IBM mainframe, Access, or Hyperion is required
Experience with Government Contracting including billing, invoicing and escalation
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148

Financial Analyst Senior Resume Examples & Samples

Assisting Private Client Group Finance team in monthly pre-close, expense analysis and forecast exercises
Bachelor's degree preference - Finance, Accounting, and/or Business
Financial Analysis experience preference - Knowledge of basic bank financials
Experience with Office applications, Excel, Word and PowerPoint. (Please list on resume)
Strong quantitative and analytical skills

149

Financial Analyst Senior Resume Examples & Samples

Financial Planning and Analysis: Partner with Program Management, Business Development and other members of the Business Management organization to develop, maintain and analyze forecasts of Orders, Sales, EBIT, and Cash
Financial management and analysis of programs
Management Presentation: Prepare periodic reports on financial metrics and present findings to Management
Corporate Reporting: Fulfill monthly reporting requirements on financial metrics as directed from MFC, ESBA and Corporate
Long-Range Planning: Development and analysis of LRP, operational plan, short-term forecast. Support financial reporting
Financial Support: Provide financial support and guidance to other functional areas within the business
Policies and Procedures: Maintain and create procedures and work processes for performing the job function
Special Projects: Respond to the needs of the business and/or Management by providing necessary financial analysis
Minimum 2 years of experience in a Financial Analyst or equivalent role
Excellent organizational, analytical and communication skills
Ability to work on multiple projects and assignments and to prioritize and meet deadlines
Ability to utilize problem-solving skills to efficiently isolate problems/errors, evaluate, and implement solutions
Demonstrated ability to work independently and in small peer groups with minimal supervision
Strong PC skills and the ability to learn new financial systems quickly
Working knowledge of Microsoft Office products Word, Excel, Power Point
Ability to obtain a secret security clearance

150

Mult Function Financial Analyst Senior Resume Examples & Samples

Knowledge of EFS, APECS and Finance process and controls
Experienced with Fixed Price (FP) and Cost Plus (CP) contracts
Basic knowledge of proposal/estimating process
Basic knowledge of EVMS policies and procedures and associated metrics/reporting

151

Financial Analyst Senior, FP&A Resume Examples & Samples

Support the Hand Tools, Accessories & Storage – FP&A Mgr in Analyzing and Providing insightful SBU financial reports, New Product Development reporting and global presentations
Support SBU monthly close process, analysis of profit and loss, quarterly forecast, annual strategic plans, operating plan and assist with short/long term performance recommendations
SBU CAPEX management, tracking and reporting
Excess & Obsolete tracking and reserve recommendations
Implement, support and improve standardized reporting across HTAS business
Provide all necessary ad-hoc support and analysis
Strong analytical and communication skills
Strong excel and PC skills with solid systems knowledge

152

Financial Analyst Senior Resume Examples & Samples

Capital spending and project analysis (NPV, Payback, IRR)
Work with R&D/Operations/Product Implementation on new product costing
Standard cost maintenance in SAP
Assist in internal and external audit requests

153

Financial Analyst Senior Resume Examples & Samples

5 years of Government contracting experience
Costpoint experience
Advanced Excel experience (including pivot tables and vlookups)

154

Financial Analyst Senior Resume Examples & Samples

Provides financial performance and operational analysis required to measure performance against business goals
Develops forecasting, budgeting, plan development and operational analysis for business units
Works with senior management in the long-range strategic planning for existing, new, and proposed business operations
Conducts continuing assessment of business unit performance as compared to business unit plans
Performs detailed financial statement analysis and provides comments for improvement in results
Mentors and/or provides functional advice and training to less experienced analysts
Participates in special projects as deemed necessary by management
Understands and observes all safety procedures and practices in order to prevent injury to self or co-workers; attends periodic safety meetings as required; may recommend changes to improve safety procedures
Work is in an office setting and generally sedentary with physical effort associated with using a computer, but may involve walking or standing for brief periods of time
May be required to occasionally lift, carry, push, pull, or otherwise move objects up to 25 pounds
10-15% travel

155

Financial Analyst, / Senior Resume Examples & Samples

Financial forecasting and modeling
Minimum of 3-5 years Finance and/or Strategy experience with a BA in Finance or related study or an MBA 2 yrs experience in Finance and/or Strategy
Proficient use of Excel and experience with financial models
Above average interpersonal communication skills needed to interact with senior management
Experience in various financial roles with strong analytical capabilities
Ability to analyze financial statements
Above average written and verbal communication skills
Familiarity with Hyperion and Essbase
Ability to juggle and prioritize multiple tasks and projects
Demonstrated ability to work well on a team and lead teams in other functions
Ability to adapt well to a changing environment
Exposure to non-financial areas, (e.g. accounting, purchasing, payroll, etc.) would be beneficial
Above average executive presence necessary to function effectively with multiple audiences
About National General Holdings

156

Financial Analyst Senior Resume Examples & Samples

Effectively manage multiple priorities within a broad team of global and cross functional members
Perform quantitative analysis and financial modeling to provide insight on commercial activity and key profitability drivers
Support build of quarterly forecasts, annual Operating Plan, and Strategic Plan
Analyze and provide insightful financial reports and presentations
Analyze and monitor process improvements and outperformance initiatives for relevant metric reporting
Support monthly close process and P&L | Balance Sheet analysis
Undergraduate degree required in accounting or finance
3-5 years of progressive accounting | finance experience… The successful candidate should have FP&A, commercial and/or operations experience
Candidate’s background should also include experience in a dynamic, large company environment, as well as experience with financial analysis, reporting and/or budgeting
Articulate and effective communication skills and ability to effectively interact with personnel at all levels of the business unit
Must be detail oriented with the ability to multi-task, hit deadlines and anticipate barriers
Ability to work independently with little supervision working with business leaders
Ability to work effectively on cross-functional teams in a fast paced environment
Strong influence skills and an ability to work effectively in a matrix environment
Strong computer skills including advanced Microsoft Office skills including Excel, PowerPoint, Word, etc
SAP and HFM experience, or similar ERP | reporting tools, is preferred

157

Financial Analyst, Senior Resume Examples & Samples

Prepare the required reports for submission to awarding agency that are accurate and timely
Assist the grants closeout process by identifying potential grants for close-out and analyzing GL balances
Prepare analysis and analytical reviews of grant accounts, and reconciliation tasks supporting year-end activities
Assist in the year-end process. Prepare year-end analysis of balance sheet accounts and reconciliations in accordance with GASB reporting requirements and meet the annual audit deadlines
Assist in the facilitation of the Single Audit, and issuance of the Single Audit report. Help monitor and facilitate other audits of department grants required by federal, state, and local regulations and grant agreements; review findings noted during the various audits, coordinate departmental responses, and assist departments as needed to address and/or resolve findings
Knowledge of Governmental accounting principles, reporting and auditing principles and practices
Ability to interpret accounting standards and find practical applications for complex accounting issues
Thorough knowledge of general accounting operations, including the application of general accounting as it relates to the accounting of capital and fixed assets
Ability to prepare accurate accounting journal entries and adjustments
Ability to analyze financial data and reconcile accounts
Advanced skill in the use of computers in the area of accounting spreadsheet applications

158

Financial Analyst Senior Resume Examples & Samples

Analyzes financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. Interprets the data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences
Makes recommendations related to financial trends, economic and business forecast
Performs research and analyses relative to losses and adverse financial trends
Leads projects including establishing timelines, deliverables, and drafting communications or presentations. Reviews co-workers work to ensure accuracy
Trains coworkers on regulations, policies, and procedures. May lead coworkers including prioritizing work, establishing deadlines, delegating and following-up on work. Provides training and skill assessment of coworkers to Supervisor

159

Financial Analyst / Senior Analyst Resume Examples & Samples

Partner with G&A Finance team to prepare informed annual budgets and quarterly reforecasts
Prepare and present analyses, forecasts and reports to support decision making
Forecast expenses and track and analyze results
Structure and perform analysis and conduct research to uncover insights to help drive business decisions
Provide analytical explanation of actual to budget variances for the G&A departments
Supports other general and administrative departments with ad-hoc financial analyses as needed
Identify and implement continuous process improvements within the G&A Finance team

160

Financial Analyst, Senior Resume Examples & Samples

Assists in the creation and evaluation of annual funding applications for funding opportunities offered by the Office of Housing and Community Development
Completes financial analysis of developers, including review and analysis of balance sheets, tax returns, operating statements, financial statements, etc. to determine developer financial capacity to participate in the project
Completes financial analysis of projects in order to determine overall project viability and provides recommendation for loan structure, terms and sources of financing to be utilized in the specific project
Communicates with a variety of customers, including for profit, non-profit and quasi-governmental agencies to provide information on the financing requirements and other information necessary to evaluate and underwrite the project; prepares written summaries on the financing structure. Negotiates the terms and conditions of project funding with customers
Assists designated staff in loan processing and closing for complex and privately funded multifamily and commercial housing projects
Assist staff in the preparation and review of all loan documents
Prepares reservation, commitment, term sheets and funding set-aside documentation
Ensures accuracy of settlement statement, that it balances and that any funds owed to the City are identified and funds received
Review new single family loans (Down Payment Assistance & Owner Occupied Rehab) for accuracy and completeness
Analyzes single family loan subordination requests, make recommendations; provides necessary information to staff to complete required legal documents
Reviews monthly single family and multifamily loan portfolio report; analyzes information on delinquent and non-conforming loans, recommends write-offs, conversion and or changes to loan terms in order to work towards resolution; implementation of next steps of borrowers found of compliance
Performs analysis of escrow accounts at tax year end
Participates in the continuous evaluation and improvement of the loan program and delivery system guidelines, design procedures, and implementation to increase efficiency, improve stakeholder benefits and meet risk management requirements
Participates in the formation or revision of Financial Products guidelines, to better meet established city policies, production goals and benefit requirements
Knowledge
Affordable housing policies, federal and state housing funding programs and tax-exempt bond financing rules
Loan programs, loan servicing guidelines and real estate transactions
Principles and practices of accounting; credit analysis; income property valuation; and underwriting guidelines of HUD, Government Sponsored Entities, commercial banks, and equity investors for low income housing tax credits
Methods, procedures and standards for compiling, organizing, generating and managing complex reports
Evaluation of financial data, documents, statements and performance reports associated with multifamily housing projects to determine risk, and ensure compliance
Principles and practices of sound business communication
Uses and operation of computers, business and financial modeling software
Present financial concepts or investment summary in public and internal meetings; present conclusions and recommendations clearly, logically and persuasively
Manage multiple project to meet deadlines
Exercise independent judgment and initiative within established guidelines
Apply professional knowledge to carry out assignments with limited supervision
Process numbers quickly and accurately. Ability to spot inconsistencies and either troubleshoot issues as they arise or escalate to higher level
Establish and maintain effective working relationships with staff, other quasi-governmental agencies, developers, investors, lenders
4 years' of multifamily real estate financial experience

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