Financial Operations Analyst Resume Samples

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KB
K Boyle
Kaitlyn
Boyle
57317 Maeve Trail
Dallas
TX
+1 (555) 106 9781
57317 Maeve Trail
Dallas
TX
Phone
p +1 (555) 106 9781
Experience Experience
11/2014 present
San Francisco, CA
Senior Financial Operations Analyst
San Francisco, CA
Senior Financial Operations Analyst
11/2014 present
San Francisco, CA
Senior Financial Operations Analyst
11/2014 present
  • Provide support/mentoring to jr. financial analyst especially in regards to preparation of operating expense and headcount budgeting, forecasting, analysis
  • Coordinate with the financial reporting team to bring preparation, issuance, and review of monthly/quarterly managerial reporting packages to completion
  • Five plus years of configuring, testing and administering Oracle EBS
  • 8-10 years in financial analysis, resource utilization planning, P&L controlling or similar function
  • Participate in the Arthrex Inc. budgeting process and the consolidation and reporting of global budgets
  • Assemble and analyze all data pertinent to creating advertising revenue forecast (historical revenue, market trends, seasonality, game team audience forecast)
  • Five plus years of data analysis, reporting and business analysis
11/2009 05/2014
Houston, TX
Financial Operations Analyst Loan Operations
Houston, TX
Financial Operations Analyst Loan Operations
11/2009 05/2014
Houston, TX
Financial Operations Analyst Loan Operations
11/2009 05/2014
  • Assist in the monitoring of GE Letters of Credit, working with Treasury and loan servicer
  • Perform SOX testing to support EFS Sox Manager
  • Carry out projects at the direction of management
  • Assist in the implementation of 3rd party loan sub-ledger system. Key member of team to analyze current processes and derive best practices for future state
  • Drive process improvement initiatives
  • Opportunity to manage cash, source of funds and controls processes for Solar C&I product
  • Execute and/or review sub-ledger controls testing
02/2005 05/2009
Chicago, IL
Financial Operations Analyst
Chicago, IL
Financial Operations Analyst
02/2005 05/2009
Chicago, IL
Financial Operations Analyst
02/2005 05/2009
  • Perform training and development process documentation related to work stream. Mentoring Analysts and providing career development feedback
  • Performs analysis for identified process improvement initiatives and provides results to leadership
  • Provides assistance in developing process documentation
  • May provide informal assistance such as technical guidance and/or training to coworkers
  • Performs analysis and assists on special projects as requested by management
  • Ensuring processing service level agreements are maintained and provide to the Manager Data Management and Controls to maintain monthly metrics
  • Provide assistance to Production Processing and Operations Support/Process Integration team relating to project development testing efforts
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Belmont University
Bachelor’s Degree in Accounting
Skills Skills
  • Highly Proficient in Excel, including working with formulas and building well designed, highly functional financial models
  • Advanced knowledge with Microsoft Excel including the ability to analyze and data
  • Excellent time management skills with the ability to handle multiple projects simultaneously and complete them timely
  • Strong analytical skills including the ability to visualize, articulate, and solve both complex and uncomplicated problems
  • Strong ability to recognize patterns within data to identify root cause and develop recommendations
  • Strong written and verbal communication skills with a demonstrated ability to interact within all levels of the organization
  • Strong analytical and problem solving skills, detail oriented, and organized
  • Strong attention to detail, initiative, follow-up and sense of urgency
  • Strong Accounting/Book-Keeping Entry Knowledge
  • Excellent Excel Skills used specifically for financial modeling and forecasting (VLookups, Pivot Tables, SumIfs, Graphs, embedded formulas)
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1

Financial Operations Analyst Resume Examples & Samples

  • 4+ years general accounting experience
  • Strong AP experience
  • A team player with good communication skills as the role will require extensive liaison with staff within the business and external suppliers
  • Attention to detail and control minded
  • Good organizational skills and time management
  • Proactive/Solution driven mindset
  • Positive attitude, willingness to learn and develop with a flexible “can do” attitude
  • Previous experience in a similar position, with proven experience of dealing with internal and external customers
  • Strong Accounting/Book-Keeping Entry Knowledge
  • Some Concur, Oracle and HSBCnet experience
2

Financial Operations Analyst Resume Examples & Samples

  • Associate's Degree from an accredited program
  • Experience with basic Finance or Accounting principles including, but not limited to: understanding transaction process; experience paying different vendors/providers; and/or, knowledge of different product codes/pricing
  • Microsoft Excel proficient ( Generating reports; utilizing V-Lookups; Pivot tables; Filtering and Formulas)
  • Experience with SAS or SQL reporting (i.e. running queries)
  • Experience with accounting functions within Managed Healthcare System (MHS)
3

Financial Operations Analyst Loan Operations Resume Examples & Samples

  • Assist in the implementation of 3rd party loan sub-ledger system. Key member of team to analyze current processes and derive best practices for future state
  • Focal point for interaction with 3rd party vendor/loan servicer
  • Handle all aspects of cash transactions for EFS debt and related sub-ledger deals. Work with the Commercial team and Treasury to collect customer and bank documentation to satisfy business policies, and to forecast all future incoming and outgoing cash activity. Assist the servicer with cash application issues, cash reconciliations between bank and WSO system, and collection issues
  • Coordinate advances with third party vendor and Treasury
  • Assist with financial operations tasks around debt portfolio and third party vendor including fundings, pre-payments, terminations and renewals. Act as back-up for current loan closer. Review loan documentation to extract pertinent information to ensure accurate loan setup, collateral monitoring and funds flow models. Assist in agented services reporting and monitoring
  • Verify accuracy of data booked in loan sub-ledger post-close. Troubleshoot issues with loan balances reflected in the system. Assist in reconciliation to portfolio exposure system
  • Execute and/or review sub-ledger controls testing
  • Interact with Portfolio/Risk teams, EFS Technical Accounting, FP&A and Tax
  • Own transaction monitoring process. Work with IT to develop workflow escalations, interact with loan servicer, Compliance and Portfolio team to resolve source of funds issues
  • Complete entitlement reviews to maintain security privileges/access to the system
  • Coordinate with Legal and Portfolio departments to perform UCC monitoring. Work with external vendor to terminate/extend UCCs as business needs dictate
  • Assist in the monitoring of GE Letters of Credit, working with Treasury and loan servicer
  • Opportunity to manage cash, source of funds and controls processes for Solar C&I product
  • Participate in monthly account reconciliation process for loans and investment securities
  • Perform SOX testing to support EFS Sox Manager
  • Carry out projects at the direction of management
  • Drive process improvement initiatives
  • Finance/Operations degree (undergrad / graduate)
  • General knowledge of loan documentation
  • Willingness to support increasing responsibilities
  • Must be flexible with working hours in order to meet urgent deadlines and project timelines
  • Organized and results oriented - process thinker
  • Strong interpersonal skills and ability to interact well cross-functionally
  • Knowledge of WSO system a plus
4

Financial Operations Analyst Resume Examples & Samples

  • 3+ years’ experience in a Financial Analyst role
  • Highly Proficient in Excel, including working with formulas and building well designed, highly functional financial models
  • Experience supporting multiple departments
  • Budgeting & Forecasting cycle experience
  • Ability to work with all levels of management and work well within a team oriented environment
5

Financial Operations Analyst Resume Examples & Samples

  • Act as the ‘On-Point’ in detecting and raising key compliance gaps in day-to-day Order-To-Cash key processes
  • Test/audit key and significant OTC controls related to the Collections, Cash Application, Credit and Account Receivable management, while ensuring integrity and compliance at all times
  • Review daily reporting to ensure compliance with all Facebook guidelines
  • Reconcile items noted for correction and assist in driving to resolution
  • Participate in daily and/or weekly meetings with processing teams, Austin and Menlo Park Finance leaders
  • Ability to develop/deliver process enhancements and other OTC training materials to Facebook Sales and Finance staff
  • Partner with cross-functional teams specific to business process enhancements
6

Financial Operations Analyst Resume Examples & Samples

  • Support the overall Accounts Payable process by providing oversight of the quality and effectiveness from invoice receipt to payment (including customer service)
  • Test/audit key and significant P2P controls related to the associated sub-processes, while ensuring integrity and compliance at all times
  • Review of month end close procedures and escalation of issues
  • Monitor weekly system reports in detection of duplicate invoices and payments
  • Support in ensuring quality internal and external customer experience
7

Financial Operations Analyst Resume Examples & Samples

  • Create a system of oversight to measure and validate the accuracy of FB support teams in their execution tasks
  • Test/audit key and significant controls related to the TEC management, while ensuring integrity and compliance at all times
  • Act as point of escalation for financial operations related queries
  • Review desktop procedure documentation for global consistency and update as needed
  • When faults in process are detected, document in formal escalation process and update the DTPs based on root cause analysis findings
  • Facilitate reconciliation and approval process of air travel card spend to be recorded to the GL
  • Coordinate and manage TEC “Task” tools and cases
  • Assist in management of a growing TEC employee community
  • Support in development of training material for users of TEC systems
  • Assist in special projects and other duties as needed
8

Senior Financial Operations Analyst Resume Examples & Samples

  • Process monthly financial close tasks, providing analysis and support
  • Provide direction & support for financials, AP, financial data warehouse and additional modules
  • Lead ongoing configuration of Oracle based applications to improve processes
  • Evaluate technology and make recommendations
  • Contribute analysis on projects
  • Five plus years of configuring, testing and administering Oracle EBS
  • Five plus years of data analysis, reporting and business analysis
9

Financial Operations Analyst Resume Examples & Samples

  • Using detailed data analysis to identify trends and opportunities to maximize traveler experience and apply it to our Travel Policy
  • Provide traveler feedback analysis, operational monitoring, troubleshooting and error resolution to prevent inaccuracies, reduce process latency and drive process excellence
  • Identify sourcing opportunities to maximize the return on our travel spend
  • Develop data driven insight into trends and opportunities to communicate with our travel users on our travel policy and different supplier deals in a sharp and fun way!
10

Financial Operations Analyst Resume Examples & Samples

  • Support and contribute to changes of AGRC Projects SharePoint site to evolve with business needs
  • Liaise with offshore resources to transition and maintain business processes
  • Data mining and analyzing large volumes of customer and performance data for management information, metric reporting and dashboards
  • Identify areas and support process improvements and efficiencies with guidance from Finance and Operations teams
  • Assist with PeopleSoft troubleshooting, questions, issues, etc
  • Perform ad-hoc analysis and create reports as requested
  • Advanced knowledge with Microsoft Excel including the ability to analyze and data
  • Ability to organize and analyze large volumes of data using Microsoft Access database, while maintaining data integrity
  • Ability to solve problems and think critically, strategically and analytically
  • Must be able to work independently under tight deadlines, with a willingness to work overtime during peak periods
  • Self-starter with excellent organization, prioritization and time management skills
  • Must be able to meet strict Business Unit and Corporate deadlines while handling multiple priorities
  • Strong written and verbal communication skills with a demonstrated ability to interact within all levels of the organization
  • Bachelor’s Degree in Business – Accounting, Economics and/or Finance are preferred
  • 1-3 years of proven experience in analyzing financial data
  • Advanced experience with Microsoft Excel (v-lookup, pivot tables, etc.)
  • PeopleSoft knowledge is a plus
11

Financial Operations Analyst Resume Examples & Samples

  • Ownership and delivery of the month end management accounts, forecasts and budgets for all support areas (see role scope for details of support areas)
  • First point of contact for all finance queries relating to the areas that fall under the scope of the role
  • Work cross-functionally in supporting the implementation of our client's projects
  • Part/qualified financial analyst/accountant
  • At least 3 years' experience in a management accounting role with exposure to running month end and forecasts for multiple business areas
  • Solid financial accounting experience, used to working with trial balances and completing balance sheets
  • Excel - expert level
  • PowerPoint & Word - intermediate level
  • Hyperion Smartview or Essbase experience very advantageous
  • Experience in a commercial role is beneficial but not essential
  • Excellent analytical, interpersonal & communication skills
  • Someone comfortable working in a dynamic environment
  • Always looking for opportunities to improve and streamline tasks
  • A keen eye for detail ensuring numbers are accurate and formatting consistent
  • A value added approach, and a willingness to challenge the business when required
  • Being able to manage and prioritise multiple tasks
12

International Financial / Operations Analyst Resume Examples & Samples

  • Support the annual budget process for programs operated from international field offices
  • Schedule monthly forecast meetings with project staff and perform routine analysis on key project metrics
  • Prepare and process invoice approval forms to pay international subcontractors, consultants and other vendors
  • Maintain a consultant tracker spreadsheet of invoices paid on behalf of the international offices
  • Engage with headquarters core groups to resolve operational concerns for international office staff
  • Assist with new business proposal work as required
  • Perform other ad hoc analysis and administrative duties as assigned by immediate supervisor
  • Bachelor's degree in Finance, Accounting or a related field
  • 1 to 2 years of government direct project support
  • Proficiency in MS Office Applications (Word, Excel, PowerPoint, Outlook)
  • Ability to travel abroad
  • Experience with financial management on federal contracts or cooperative agreements
  • Ability to liaise with both field staff and Corporate Business Services on operations and administrative issues
  • Proficiency in a second language
  • Experience living or working in developing countries
  • Good interpersonal skills, ability to work independently and on team
  • Excellent verbal, interpersonal and written communication
  • Demonstrated outstanding level of professionalism in providing administrative support, including ability to exercise good judgment, discretion, tact, and diplomacy
13

Financial Operations Analyst Resume Examples & Samples

  • Requires an Associate degree in accounting or finance; or any combination of education and experience, which would provide an equivalent background
  • 0-2 years of experience in a finance/health insurance field capacity
  • Experience with relational databases and mainframe and client server report writers preferred
14

International Financial Operations Analyst Imea Region Resume Examples & Samples

  • Develops the long range business plan, estimates at completion
  • Identifies opportunities and risks for Shared Office Costs in international offices
  • Summarizes and integrates the monthly regional Financial Performance Reporting
  • Initiates the variance analyses, and provide understanding of operational and Financial Performance to international business Support and Finance executive management
  • Makes independent recommendations to management on Financial Performance projections using Financial and business knowledge and experience
  • Develops, reviews, and maintains cost and schedule Performance, variance analyses, and communicates cost and schedule trends to stakeholders
  • Identify, develop and implement finance process improvements
15

Financial Operations Analyst Resume Examples & Samples

  • Act as the ‘On-Point’ in detecting and raising key compliance gaps in day-to-day Cash Applications key processes
  • Test/audit key and significant OTC controls related to Cash Applications and external/internal customer support management, while ensuring integrity and compliance at all times
  • Review daily reporting to ensure compliance with all global Facebook guidelines and processes
  • Review communications from the Cash Applications team to ensure that our customers receive the highest quality service and support
  • Assist in driving reconciliation issue resolution into the Vendor Cash Applications team and the worldwide Facebook OTC Finance team
  • Participate in daily and/or weekly meetings with the Vendor Cash Applications processing teams, along with key U.S. (Austin, Menlo Park) and International (Dublin, Sao Paulo, Singapore) site Finance OTC leaders
  • Develop and deliver process enhancements and other integral OTC training materials to Facebook Sales and Finance staff
  • 4+ years of Finance Order-To-Cash experience including: B2B Collections Management, Accounts Receivable Management, and Cash Applications Management
  • Experience in global cash application operations and processes
  • Experience creating desk top procedures (DTP’s), job aids, and other training/instructional material
  • Experience working with business stakeholders
  • Experience partnering cross functionally to identify and resolve issues
  • Experience in Excel and PowerPoint
  • BA/BS in Finance or other related field
16

Financial Operations Analyst Resume Examples & Samples

  • Act as the ‘On-Point’ in detecting and raising key compliance gaps in day-to-day Accounts Receivable key processes
  • Test/audit key and significant OTC controls related to the Accounts Receivable and external/internal customer support management, while ensuring integrity and compliance at all times
  • Review Accounts Receivable customer communications to ensure that our customers receive the high quality service they are accustomed to
  • Assist in driving reconciliation issue resolution into the Vendor Accounts Receivable team members and the worldwide Facebook OTC Finance team
  • Participate in daily and/or weekly meetings with the Vendor Accounts Receivable processing teams, along with key U.S. (Austin, Menlo Park) and International (Dublin, Sao Paulo, Singapore) site Finance OTC leaders
  • 4+ years of Finance Order-To-Cash experience, including Accounts Receivable Management, Cash Applications Management and B2B Collections Management
  • Experience in Accounts Receivable global operations and processes
  • Experience in identifying process opportunities and areas of improvement through analysis of day-to-day issues
  • Experience with International Accounts Receivable operations
  • Experience in billing dispute research and resolution
  • BA/BS in Finance or other related field required
17

Financial Operations Analyst Resume Examples & Samples

  • Act as the ‘On-Point’ in detecting and raising key compliance gaps in day-to-day Credit key processes
  • Test/audit key and significant OTC controls related to the Credit and Account Receivable, and external/internal customer support management, while ensuring integrity and compliance at all times
  • Review Credit team communications to ensure that our Customers receive the high quality service they are accustomed to
  • Review portfolio data to ensure compliance with Facebook guidelines
  • Participate in daily and/or weekly meetings with the Vendor Credit processing teams, along with key U.S. (Austin, Menlo Park) and International (Dublin, Sao Paulo, Singapore) site Finance OTC leaders
  • 4+ years of Finance Order-To-Cash experience, including B2B Credit Management, Accounts Receivable Management, and Cash Applications Management experience
  • Experience in global Credit operations and processes
  • Experience in identifying process improvement and opportunities through analysis of day-to-day issues
  • Experience in performing credit evaluations
  • Experience in working with business stakeholders
  • Experience in credit/collection law and best practices
  • Knowledge of Excel and PowerPoint
18

Financial Operations Analyst Resume Examples & Samples

  • Responsible for all aspects of Revenue Cycle, including but not limited to the following
  • Ensure all revenue is recognized properly under US GAAP
  • Actively involved in month end close process related to revenue
  • Manage the billing processes for all billable transactions from start to finish, including the billing finalization processes within Peoplesoft financial system
  • Monitor and complete changes/updates to all customers' orders and account information prior to month end billing
  • Ensure accuracy in all billing transactions
  • Closely work with internal customers to identify and resolve any billing issues, including any errors caused by system bugs
  • Revenue and Financial Reporting
  • Weekly and Monthly AR Aging
  • Monthly Financial Reporting
  • Other ad hoc reporting that may be needed by our customers and management
  • Analyze process workflows and business workflows to identify where there may be weaknesses in current work flows and develop solutions to prevent delays, backlogs, inefficiencies and minimize internal control issues. Be an active participant in developing solutions for complex problems. Demonstrate ability to identify risks
  • Responsible for system testing projects within all our system: SalesForce/CRM/PeopleSoft
  • Must proactively collaborate with internal customers to identify business issues and quickly develop resolution
  • Responsible for other duties as assigned by management
  • Must be able to work extra hours, specifically during the month end close cycle and any project based work that require additional hours. Flexibility in working hours is a must
  • Upholds all the values of Cars.com
  • Extremely customer-focused with a pleasant personality and patience to work with non-technical customers
  • Strong interpersonal and communication skills, both verbal and written skills
  • Possess skills in research, audit and proactive problem solving and resolution
  • Pro-actively communicate to manager any identified business issues and possible ways to resolve them
  • Able to see trends and identify inefficiencies and make recommendations for improvements via business process or technology enhancements
  • Develop an expertise in the businesses we support
  • Identify improvements on the workflow or system and collaborate with the internal business teams & manager to implement the necessary changes
  • Be a critical thinker with the ability to recognize and solve complex problems, independently
  • Excellent time management skills with the ability to handle multiple projects simultaneously and complete them timely
  • PeopleSoft proficiency preferred
  • Bachelors Degree. Finance/Accounting emphasis preferred
  • 1 to 3 years of relevant work experience
19

Financial Operations Analyst Resume Examples & Samples

  • Performs tactical data analysis and may assist Analysts with moderately complex data analysis
  • Communicates exception items with all relevant areas to ensure accuracy of data on an ongoing basis
  • Provides tactical recommendations based on analysis of the data, business situation, and moderate knowledge of systems
  • Receives and responds to escalated customer inquiries
  • May contact management in operations, sales compensation, and sales
  • Works with processors regarding billing/payment issues
  • Acts as liaison with bank regarding premium collection status
  • Coordinates activities and provides training for lower-level associates
  • Requires an Associate degree in accounting or finance; 0-2 years experience in a finance/health insurance field capacity; experience with relational databases and mainframe and client server report writers; or any combination of education and experience, which would provide an equivalent background
  • Experience with MS Access a plus
  • Billing, balancing, and reconciling experience preferred
  • Lock box experience a plus
  • Experience in an Operations setting/environment helpful
20

Financial Operations Analyst Resume Examples & Samples

  • Collaborate with cross functional teams and business partners to resolve payment related inquiries and ensure downstream systems receive accurate data
  • Assists with system testing of IT related projects and the implementation of application software releases within the Finance organization
  • Updates existing policies and procedures to keep them current based upon enhanced systems/processes
  • Works with processors regarding enrollment/billing issues
  • Requires an Associate degree in Accounting or Finance
  • 0-2 years experience in a finance/health insurance field capacity
  • Experience with relational databases and mainframe and client server report writers
  • Associate's Degree or comparable Financial Operations experience
  • Excel and Access (proficient level experience) required
  • Customer service skills required
  • Basic Accounting/Finance skills required
  • Financial Operations experience
21

Senior Financial Operations Analyst Resume Examples & Samples

  • Owner of new product and service related compensation design. Deal with the most complex technical and operational issues related to process changes necessary to support new product launches and product migration strategies
  • Serve as a point of contact for assigned projects to handle related inquiries. Provide support to internal customers. Participate in the training as required
  • Demonstrate ability for process analysis, problem solving, decision making and execution
  • Design Commission strategy to achieve business objectives related to new products and services. Present Commissions strategy to senior management for review and approval
  • Provide subject matter expertise to current processes and issues related to compensation payment design, review and analysis
  • Demonstrate advanced understanding of compensation plans to ensure processes are in compliance
  • Provide availability for frequent daily interaction with internal customers. Communicate timely and efficiently with customers regarding their compensation questions/concerns
  • Ensure that any and all research, adjustments, analysis, and documentation related to new production compensation are in compliance with SOX, Company Policy & Audit
  • Actively participate in User Acceptance Testing activities to ensure systems are properly paying when enhanced enhancements/adjustments, new compensation plans, and new Agent contracts are implemented
  • Demonstrate ability to handle complex compensation issues and work with management to provide the best possible solution
  • Maintain on-going interaction with internal client groups and other functional areas relating to objectives, deliverables, resource allocation and related matters
  • Develop, implement and maintain systems’ procedures and policies for assigned work stream
  • Lead complex projects and provide guidance on related issues as needed
  • Lead or participate, as required, in training and skills development initiatives as a Subject Matter Expertise. Receive general guidance for the accomplishment of short to medium term goals and operating objectives, plan and execute own work, provide training to others as needed
  • Act independently and exercise independent judgment and discretion within generally defined practices and policies to select appropriate methods or techniques for obtaining solutions
  • Identify improvement opportunities for their work stream and work closely with the internal teams to enable the implementation of improvement opportunities
22

Financial Operations Analyst Resume Examples & Samples

  • Create reports and analysis to meet business needs and assist with decision-making
  • Develop thorough understanding of business data and be able to interpret information for data requests
  • Participate in compiling annual metrics
  • Assist with annual Broker Business Plans
  • Contribute to annual producer recognition process
  • Partner with National Business Line leads to develop annual budget and reforecast
  • Review monthly financials for National Business Lines and communicate variances to leads
  • Manage pipeline including facilitating individual WIP update meetings for National Business Lines
  • Work with Finance to ensure complete and timely documentation for transaction closings, including invoicing and close out in deal system
  • Assist with Diversity and Inclusion reporting and initiatives
  • Calculate cost projections shared across global regions for quarterly chargebacks
  • Calculate true-ups related to shared costs across Business Lines
  • Manage budget for several projects simultaneously
  • Assist with compensation review
  • Approve expense reports and check requests for National leadership
  • Bachelor’s degree in Business, Accounting, or similar field
  • Ideal candidate will be a motivated, self-starter that thrives in a fast-paced, dynamic work environment
  • Ability to work both independently and as an integral part of a team
  • Strong attention to detail, initiative, follow-up and sense of urgency
  • Proficiency in all Microsoft Office products required, with advanced knowledge of Microsoft Excel and general technical savvy to learn new systems quickly
  • Ability to multi-task, work successfully under pressure, and effectively manage time and workload
23

Financial Operations Analyst Resume Examples & Samples

  • Cost analysis of the Costa Rica MVS actuals, forecast, budget, & business dynamics
  • Interact with the WW business units and geographies on the cost forecast, actuals, budget and other financial metrics
  • Develop ongoing forecast & budget variance analysis & business assessments
  • Creation and maintenance of DOUs (Document of Understanding)
  • Budget planning & reviews
  • Work closely with Costa Rica CIC Management team, TSS MVS Delivery Managers, TSS MVS Financial focal points, CR Finance
  • Maintain audit readiness at all time-audit trails & proper authorization of actions
  • Analyze financial data, capex, opex, allocations, manual transfers etc
  • Apply strong analytical skills- link financials to business processes
  • Strong Microsoft Office Skills including Excel, Powerpoint and Word
  • At least 1 year experience on finance
  • Knowledge of financial metrics
  • Forecast
  • Budget planning
24

Financial Operations Analyst Resume Examples & Samples

  • Process/complete required processing steps for the retail and telesales channels, including exceptions, duplicates, adjustments, corrections, trending review, personnel changes, and assignments by the published deadline to allow for the most accurate payment
  • Assist in detailed analysis of compensation data and payments to ensure accuracy and compliance with retail and telesales compensation plans
  • Assist in timely completion of audit/discrepancy reports
  • Assist in research and resolution of all compensation issues in a timely and accurate manner
  • Assist in updating compensation systems as required based on research and analysis through the use of excel modeling or query tools
  • Assist in completing payment analysis reports as necessary
  • Participate in training as required for job function
  • Responsible for ensuring that any and all research, adjustments, analysis, and documentation related to compensation are in compliance with SOX, Company Policy & Audit
  • Work to support the team as assigned enabling the business through technology enhancements with various assigned tasks to collect and assimilate data
  • Actively participate in User Acceptance Testing activities associated with new or modified systems to ensure systems are properly paying when enhancements/adjustments, new compensation plans
  • Identify improvement opportunities for assigned work stream and work closely with either the internal team or service providers (if any) to enable the implementation of improvement opportunities
25

Senior Financial Operations Analyst Resume Examples & Samples

  • Provide Operations VP with transparency to all financial aspects of the organization
  • Establish partnerships with the operations management team, providing guidance to in developing materials and operating expense productivity measures for the various product lines and support functions. Provide reporting and analysis relative to the established measures
  • Work with operations teams to establish and regularly update a financially sound resource capacity model for each operations group
  • Provide support/mentoring to jr. financial analyst especially in regards to preparation of operating expense and headcount budgeting, forecasting, analysis
  • Provide support and analysis for product installation organization, particularly in the area of performance to benchmark and cost of delay
  • Become expert in the service value flows and proficient with the various tools available to analyze the associated data
  • Establish, monitor and execute charging models for inbound and outbound operational services across country and organizational borders within Siemens. Assist Service Operations management in establishing the service level agreements behind each model
  • Recommend models to distribute technical and applications support costs to product lines and regions as the organization evolves
  • Critical thinking skills with the ability to connect individual ideas and evaluate their impact on larger concepts
  • Ability to effectively manage deadlines and prioritize in a fast paced environment
  • Possess excellent communication skills (verbal & written) and be able to work with all levels of the organization
  • Ability to work with large and complex datasets to draw insightful conclusions
  • Ability to work independently and passionately towards the ideal solutions
  • Work with cross functional groups and relate financial information to non-finance staff
  • 8-10 years in financial analysis, resource utilization planning, P&L controlling or similar function
  • BA/BS in finance or related field or equivalent experience
  • Access and Hyperion
  • Cost / labor Accounting
  • Experience in a large matrix organization
  • LI-WMC
26

Financial Operations Analyst Resume Examples & Samples

  • Perform various post-trade settlement activities for fixed income securities inclusive of bonds, futures, options, swaps, repo, money-market, and cash instruments
  • Attain thorough understanding and experience of settlement and payment servicing activities, applications and processes
  • Perform transaction analysis and propose system updates for accounting operations and reconciliation activities
  • Develop effective relationships with internal and external key partners and clients
  • Develop a thorough understanding of the IFC organization and in particular Treasury and WFA
  • Seek quality and performance improvement opportunities and solutions
  • Act as back-up in the absence of other WFATR staff
  • Handle ad-hoc request/duties that may be assigned by the team supervisor
  • Results for clients: Contributes to delivery of results for clients on complex issues
  • Client understanding and advising: Looks at issues from the client’s perspective and takes action beyond normal expectations to ensure client satisfaction
  • Collaboration within teams and across boundaries: Keeps others fully informed to ensure integration and work consistency
  • Policies and procedures: Lead by example and serve as the best practice champion in applying pertinent policies and procedures
  • Information technology and systems: Leverage information technology systems and applications to improve productivity and efficiency
  • Communication: Present information in a logical and organized manner both in speech and in writing
27

Financial Operations Analyst Resume Examples & Samples

  • Perform daily, weekly and monthly reviews and analyses of current processes using operational metrics and reports
  • Review a variety of areas including operations, purchasing, inventory, distribution and facilities
  • Actively engage and work closely with colleagues to understand how Uline operates and where improvements can be made to support the company's business model
  • Understand and communicate the financial and operational impact of any changes
  • Suggest changes to senior management using analytics to support your recommendations. Actively participate in the implementation of approved changes
  • Create informative, actionable and repeatable reporting that highlights relevant business trends and opportunities for improvement
  • Conduct insightful, ad hoc analyses to investigate ongoing or one-time operational issues
28

Senior Financial Operations Analyst Resume Examples & Samples

  • Compiles and analyzes financial information from various revenue and billing software systems as part of monthly close process
  • Prepares forecast and provides updates for assigned business and functional teams
  • Assists with the production of month-end financial reporting packages for Divisional and Corporate senior management to use in analyzing monthly operations
  • Prepares ad hoc reports as requested by senior management
  • Analytical support in assembling regular business reviews
  • Assists with the annual operating budget process for the Division
  • Demonstrate the ability to interact in a professional manner with people at all levels of the organization, including senior/executive management
  • Demonstrates knowledge of the principles of accounting and financial analysis
  • Ability to balance workload and drive process improvements and efficiencies
  • Works independently with minimum supervision
  • Ability to communicate in English effectively through verbal and written means
  • Ability to work under stress and in emergency situations
  • Excellent computer skills, MS Excel, MS Word, MS Access
  • Bachelors degree in Accounting, Business, or related field
  • 5+ years experience in accounting and financial analysis
  • Travel for this position is 10%
29

Financial Operations Analyst Senior Resume Examples & Samples

  • BA/BS degree; 2+ years’ experience in business analysis capacity, ASO Billing Analyst / biller or any combination of
  • Excellent analytical, problem solving, and troubleshooting skills
  • Proficient at multitasking and prioritization of projects, tasks and support
  • Exceptional Organizational and collaboration skills
  • Hands-on experience supporting ASO Billing Business or a Subject Matter expertise in ASO Billing
  • Familiarity with ASO business practices, processes and procedures
  • Experience with ASO Billing RMB Application
  • Excellent problem solving and collaboration
30

Senior Financial Operations Analyst Resume Examples & Samples

  • Provide financial analytics, especially P&L variances to Plan, Prior, and Forecast, to site leadership and senior management on a monthly basis
  • Prepare and provide program profitability analysis on a monthly basis
  • Key business partner to site leader and other functional site leaders
  • Presents monthly financial results to senior management
  • Responsible for preparation of the annual plans, quarterly forecasts, and monthly financial results
  • Research, plan and implement programs that enhance organizational performance and productivity
  • Directs preparation of capital appropriations requests
  • Provides and maintains key financial metrics; and reviews operating metrics for the facility to ensure facility meeting goals and forecasts
  • Serves as Site Leader's business partner and financial consultant
  • Provide audit function for profit, cost, pricing information and reporting
  • Partners with Operations to help identify, track and measure continuous improvement initiatives
  • Nothing in this document restricts management's right to assign or reassign duties and responsibilities to this job at any time
31

Financial Operations Analyst Resume Examples & Samples

  • A Bachelor's degree or equivalent experience
  • One or more years of relevant experience
  • Strong working knowledge of accounting fundamentals
  • Strong analytical, problem-solving and reconciliation skills
  • Quick learner and self starter who has the proven ability to work independently or within a team environment
  • Accustomed to working with deadlines
  • Demonstrated ability to work in a high volume, fast paced environment
  • Detail oriented and the proven ability to maintain a high level of accuracy
  • Excellent Excel, Word, and 10-key skills
  • Demonstrated ability to write and document a process
  • Strong working knowledge of Accounts Payable systems, preferably SAP and PeopleSoft
  • Technical understanding of ERP systems
  • Demonstrated experience serving internal and external customers/suppliers
  • One or more years of accounts payable experience with an emphasis on Pay Cycles
  • Works well in a team environment
  • Proven ability to adapt quickly to new procedures and systems
  • Familiarity with quality tools and principles
  • Fundamental knowledge of desktop software packages designated as necessary to do the job
32

Financial Operations Analyst Resume Examples & Samples

  • Collaborates with management, sales and service, PCM, Legal, and Presales on contract rate supportability and accuracy questions and issues
  • Assists in the support of strategic projects by participating in meetings that lead to improved results
  • Partners with team members and manager to identify and implement business improvements to achieve ongoing operational efficiencies
  • Assists with the development and maintenance of process documentation
  • Produces routine operational and management reports for area of assignment
  • Supports changes to tools, queries, and reports as processes supported are modified or new responsibilities acquired
33

Financial Operations Analyst Resume Examples & Samples

  • Prepares monthly/quarterly financial reports reflecting budget vs. actual results, and other analytical reports such as granular client level analysis, variance reporting, forecasting and budgeting
  • Prepares and distributes standardized monthly financial and operational reports and ad-hoc analysis for operations leadership
  • Identifies and evaluates variances in financial results
  • Provides monthly written summary and analysis of financial results to leadership
  • Coordinates consolidation of annual budgets in timely manner
  • Tracks and analyzes financial performance of certain strategic initiatives for operating group
  • Develops financial models for budget and special projects
  • Performs analysis and assists on special projects as requested by management
  • Develops and implements consistent organization wide policies, work flows and procedures including corresponding measurement tools with an emphasis on workload re-balancing and best practices
  • Participates in the planning, budgeting and financial reports including profit and loss statements, compensation ratios, margin maintenance, revenue, and new and lost business reports
  • Advocates the enhanced use of technology and training where appropriate
  • Partners with Corporate Services business units (i.e. Facilities, IT, Accounting, Legal) to facilitate efficient business operations
  • Assists with creation of presentations and analysis for internal and external meetings
  • Assists with implementation of process and productivity improvement for the department
  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
  • 2-4 years related work experience; specifically experience in financial planning and analysis
34

Senior Financial Operations Analyst Resume Examples & Samples

  • Participate in the Arthrex Inc. budgeting process and the consolidation and reporting of global budgets
  • Coordinate with the financial reporting team to bring preparation, issuance, and review of monthly/quarterly managerial reporting packages to completion
  • Responsible for developing, interpreting and implementing financial concepts for financial planning and control. Performs technical analysis to determine present and future financial performance
  • Work with the department leadership to investigate and analyze expenditures and recommend processes or improvement to systems to allow for ease of analyze and control spending
  • Serve as business partner by providing timely responses to requests for information and analysis
  • Proactively and independently analyze the business (key performance measures, overall business model(s), cost structure, investments, etc.). Recommend changes to improve long-term profitability
  • Prepare ad-hoc reports as requested by management
  • Perform as a key representative on SAP trouble-shooting and enhancements
35

Financial / Operations Analyst Resume Examples & Samples

  • Collecting and assisting in the analysis of qualitative and quantitative data on health care fee schedules
  • Incorporating results of statistical and qualitative analyses utilizing Microsoft Excel, Business Objects, Word, Access, and Power Point
  • Applying concepts and tools of health care economics to enhance understanding of utilization, cost trends, quality, and performance patterns across health care networks
  • Develop financial and statistical reporting to use in analysis, forecasting, tracking, and trending of reimbursement operation activities
  • Work with and maintain databases for operational metrics to track and analyze key business indicators relative to reimbursement and clinical operations
  • Prepare routine, ad-hoc reimbursement and clinical operations analysis and reporting for leadership
  • On a proactive basis, provide value added reports and analysis to support business decision making, provide business intelligence, improve cost effectiveness, and provide financial direction for executive leadership
  • Assist with special projects related to reimbursement operations performance, benchmarking and variance analysis
36

Financial Operations Analyst / Specialist Ld Resume Examples & Samples

  • Requires a BS/BA in accounting or finance
  • 5+ years experience in a finance/health insurance field capacity
  • Prior experience with relational databases, mainframe and client server report writers
  • Or any combination of education and experience, which would provide an equivalent background
  • Demonstrated proficiency with Excel, Facets and MACESS
  • Healthcare related insurance billing and/or claims processing experience is preferred
  • 5+ years of experience with Medicare, Medicaid claims data analysis, claims processing, provider billing, FWA investigations, cost containment, Medicare, Medicaid, MMP and/or MedSupp plans
  • 2+ years of experience with data analysis in support of program integrity initiatives
  • Medical coding experience- CPT, HCPCS, ICD-9/10 coding – Certified Coder
  • MBA, PMP, CPC or applicable professional designation
37

Senior Financial Operations Analyst Resume Examples & Samples

  • Assemble and analyze all data pertinent to creating advertising revenue forecast (historical revenue, market trends, seasonality, game team audience forecast)
  • Continuously improve forecasting techniques, method, and approach to improve the forecast accuracy
  • Works with ad product planning team to translate expected outcomes into an operational forecast
  • Aids in the communication flow of changes to forecast and disseminates information to all stakeholders accordingly. Tracks and reconciles weekly/monthly metrics versus established targets
  • Lead and take ownership of financial and data analysis in support of strategic objectives
  • Minimum 2+ years of experience in demand planning, finance, accounting, business operations or related field
  • Experience in demand management/forecasting tools, forecasting processes in sales, marketing operations, and finance issues is a strong plus
  • Strong analytical abilities, detail oriented and focus on accuracy
  • High-energy, team-first, positive attitude: Must be motivated to work hard in a fast-paced environment
  • Multi-tasking prioritization expertise: Experience and enjoyment in balancing multiple priorities and varied demands
  • Strong knowledge of all Microsoft applications
  • Required Education:Bachelor’s Degree with major in Business, Finance, or Accounting
38

Financial Operations Analyst Resume Examples & Samples

  • Responsible for understanding the end to end processing for PeopleSoft Payroll as well as the Time Reporting Systems that interface into Payroll and downstream interfaces to support SOX and internal/external audits. Main point of contact for all audit requests
  • Maintaining on-call schedule to ensure all calculations are validated and FLUX reports are created for the Operations team review
  • This role must demonstrates a basic understanding of generally accepted accounting principles (GAAP) and basic understanding of organizational industry standards specific internal control concepts and principles
  • Ensuring processing service level agreements are maintained and provide to the Manager Data Management and Controls to maintain monthly metrics
  • Perform training and development process documentation related to work stream. Mentoring Analysts and providing career development feedback
  • Responsible for supporting audits working with appropriate Payroll personnel as needed, responsible for communicating remediation issues and documenting and overseeing resolution plans
  • Responsible for updating and maintaining process documentation across Payroll to support SOX audit and controls as well as overall process repository. Ensure updates are completed annual for all functions
  • Conduct quarterly security certifications for each application owned by Payroll
  • Monitor data trustee requests
  • Maintain knowledge of Verizon procedures and guidelines related to data
  • Maintain knowledge of industry standards for work stream, conduct benchmarking to ensure processes are efficient
  • Responsible to help identify automation, and standardization of processes in area of responsibility across Verizon. Present to upper management to support long term strategies
  • Develop strong working relationships with stakeholders and peers to ensure processes are working effectively
  • Works to support the team as assigned, enabling the business through technology enhancements
  • Understands the end-to-end functional processes as well as how the functional processes integrate with the overall end-to-end payroll processes
  • Provide assistance to Production Processing and Operations Support/Process Integration team relating to project development testing efforts
  • Support Global payroll responsibilities, where feasible and appropriate
  • Primary support for all activities in support of testing changes impacting their functional area that are the result of system upgrades, enhancements or changes brought about from policy, processing changes, vendor or legal review
  • Produces accurate and effective information using simple queries and reporting tools (e.g., minimal table joins and conditional clauses needed)
  • Generally works under existing standards and procedures; may require some interpretation. Exercises judgment within defined procedures and practices to determine appropriate action; works on problems of moderate scope where analysis of situations requires a review of identifiable factors
  • Provides assistance in developing process documentation
  • Ensure payroll procedures are clearly documented and maintained
  • Provide support to Payroll Integration team as required relating to project development testing efforts
  • Ability to identify and communicate process improvements as identified in the normal performance of daily functional activities
  • Cooperatively interact with peers in HR, Benefits, and Benefit vendors to resolve employee questions/issues
  • Monitors the activities of a section to ensure processes perform as required
39

Business Financial / Operations Analyst Resume Examples & Samples

  • Bachelor’s degree or 5 plus years of experience in business related field
  • Demonstrated experience in working on teams or projects
  • Knowledge/Experience with SAP
  • Proficient in Microsoft Office (Excel, PowerPoint, Pivots and Word)
  • US citizen and ability to obtain a DOD Secret Security Clearance
  • Experience in a financial/planning environment, scheduling and planning, strong analytical skills
  • Working experience with proposal generation (BOE’s)
  • General knowledge of Manufacturing Processes
  • Ability to effectively communicate, both written and verbal, with all levels of management
  • Proven analytical skills in analyzing financial reports and variances
40

Senior Financial Operations Analyst Resume Examples & Samples

  • Motivation, Innovation, Passion, Integrity, Teamwork, Customer-Focus
  • Minimum of 4-6 years of relevant financial or operational experience
  • Bachelor’s degree in finance, business, business information systems or related field (Master’s degree is a plus)
  • Experience with reporting, data modeling and/or dashboard reporting is required
  • Experience with Salesforce is Strongly preferred
41

Financial Operations Analyst Resume Examples & Samples

  • Analyze effectiveness of existing strategies, department processes and tools
  • Identify new and improved strategies or opportunities to achieve maximum operational efficiency
  • Perform research and analysis on reconcilement exception
  • The operational activities include regulated activities such as customer interaction, operational risk management and management of arrears and recovery processes
  • Participate in risk management activities to ensure properly controlled environment
  • Provide support and serve as back up to the daily, weekly, and monthly reconciliation’s for a variety of general ledger and internal DDA accounts
  • Business analysis skills and strong knowledge of mortgage accounting and the regulatory reporting process
  • Knowledge of various system applications (i.e. MSA, CL3, LIQ, ALS, Hogan, etc.)
  • Sound judgment and strong decision-making qualities
  • Intermediate knowledge of loan system interfaces and tables
  • Advanced knowledge of accounting principles and compliance regulations
  • Strong organizational and leadership skills
42

Senior Financial & Operations Analyst Resume Examples & Samples

  • Forecasting, Modeling, Financial Analysis
  • Data Mining and Analyses
  • Participate in creation of Operating Plan, Forecasting and Budgeting as well as variance analysis
43

Financial Operations Analyst Resume Examples & Samples

  • Requires an Associate degree in accounting or finance
  • 0-2 years experience in a finance/health insurance field capacity; experience with relational databases and mainframe and client server report writers; or any combination of education and experience, which would provide an equivalent background
  • Required experience with COST POINT and DELTECK TIME
44

Financial Operations Analyst Resume Examples & Samples

  • Month end responsibilities; including partner accruals and reclasses
  • Coordinate all elements of the partner payment process including troubleshooting and resolving pricing and cost queries
  • Distribute monthly partner statements
  • Assist in the reimbursable expense billing process
  • Accounting / Finance degree required
  • Strong computer skills are necessary, including Excel
45

Financial Operations Analyst Resume Examples & Samples

  • Ensures timely processing of both electronic and check payments
  • Investigates and resolves payment issues for non-receipt or lost checks
  • Investigates and reconciles transactional inquiries
  • Manages cash account balances
  • Creates month end reports for internal and external client reporting needs
  • Account reconciliations
  • Liaise with payment vendors related to setup, billing, inquires and process improvement
  • Assist with payee bank account setup and validation in multiple countries and currencies
  • 1 year relevant work experience in Accounting or Finance
  • Proficient in Microsoft Office including Word, PowerPoint and Excel
  • SQL and Access experience a plus
  • Experience with accounting systems and controls
  • Experience with account reconciliations
  • Motivated and action driven with strong critical thinking and problem solving skills
  • Knowledge of accounting and/or financial management or implementation of a financial system
  • Comfortable working in a fast paced, growing and changing work environment
  • Ability to clearly communicate with operations and clients accounting / finance personnel
  • Clinical trial/research, ERP system exposure, knowledge or background is highly desirable
46

Financial Operations Analyst Resume Examples & Samples

  • Gathers data on transactional activities and functions including vendor invoice processing, aging, cash flow, Paymode exception, stop payment processing, etc specific to the client dedicated team
  • Assist with design, development, and testing enhancements for the business operating system
  • Provide business operating systems training to property managers and accountants for trouble shooting issues and running reports as it relates to the client dedicated system
  • Review and manage escalated aging invoice process to ensure client SLAs are met
  • Review and approve invoice journal processing specific to client procedures
  • Review and rectify Paymode exceptions report for failed payment processing
  • Performs analysis for identified process improvement initiatives and provides results to leadership
  • May make recommendations to management based on information gathered
  • Troubleshoots and resolves complex inquiries and requests from property managers, accountants, vendors, etc. related to analysis of escalated billing issues
  • Responds to inquiries from internal customers who are given instruction on action to take related to a process improvement initiative
  • Analyzes and troubleshoots issues related to internal and external processes based on client requirements
  • Assist in the periodic review and updating of process documentation, workflows and exception processing specific to the dedicated client
  • Implements process improvements by utilizing Lean Six Sigma methodology and time/motion studies
  • Trains staff on new approved business processes
  • May provide informal assistance such as technical guidance and/or training to coworkers
  • May coordinate work and assign tasks
  • High school diploma or General education degree (GED) required
  • Associate's degree with concentration in Business or Finance preferred
  • Minimum of four years of experience in administrative or financial transaction support; or equivalent combination of education and relevant experience
  • Ability to effectively present information to an internal department and/or large groups of employees
  • Requires knowledge of financial terms and principles
  • Ability to calculate intermediate figures such as percentages, discounts, and/or commissions
  • Conducts basic financial analysis
  • Ability to solve problems involving several options in situations
  • Requires intermediate analytical and quantitative skills
  • Intermediate to advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products)
  • Must work well under pressure with proactive approach to routine and non-routine occurrences
  • Advanced organizational skills and attention to detail
  • Ability to work in multiple accounting software applications
  • Decisions made with thorough knowledge of procedures and company policies to achieve set results and deadlines
  • Errors in judgment may cause short-term impact to co-workers and supervisor
47

Financial Operations Analyst Resume Examples & Samples

  • Gathers data on transactional activities and functions including tenant payment processing, aging, tenant issues resolutions, etc specific to the client dedicated team
  • Provide business operating systems training to property managers and accountants for trouble shooting issues and running reports as it relates to the client dedicated business operating system
  • Review and manage escalated tenant billing complaints and issues to ensure client SLAs are met
  • Assures timely and accurate rent statements processing
  • Completion of the tenant arrears report with adjustments as directed by Asset Managers
  • Troubleshoots and resolves complex inquiries and requests from property managers, accountants, tenants, etc. related to analysis of escalated billing issues
48

Financial Operations Analyst Resume Examples & Samples

  • Access to continuing education via the Kelly Learning Center
  • Requires an Associate degree in accounting or finance; experience in a finance/health insurance field capacity preferred; or any combination of education and experience, which would provide an equivalent background. BA/BS degree preferred
  • Strong MS Excel skills and experience working with large amounts of data
49

Senior Financial Operations Analyst Resume Examples & Samples

  • Bachelor’s degree in Business Administration, or an allied field, plus 3-4 years’ experience in financial management, or equivalent combination of education and experience
  • Proven effective leadership skills, possessing the ability to motivate others, and serve as a role model on matters relating to sponsored invoicing
  • Demonstrated strong experience in applying standards to cash management and collection practices. Knowledge and understanding of generally accepted accounting principles and practices
  • Demonstrated strong experience in dashboards, forecasting, data analytics, and financial metrics. Knowledge and understanding of preparation and tracking of billing and accounts receivable management
  • Demonstrated strong knowledge and analytical skills, with ability to comprehend and reconcile financial data, and perform mathematical computations with accuracy and to apply knowledge in preparing financial reports
  • Proven experience in assessing organizational needs, strategic planning and goal setting. Demonstrated ability to effectively use information technology and process redesign methodologies in creating, designing and implementing new business systems and processes
  • Proven ability to develop and present training and information sharing to a wide variety of constituents across the institution involved in sponsored research, using current technology desktop tools
  • Demonstrated strong ability to be decisive when necessary, and effectively communicates the rationale and basis for decisions making
  • Demonstrated strong ability to lead by example, modeling a caring collaborative and open culture which values the individual, teams and teamwork, ethical conduct, exemplary customer service and quality results
50

Financial / Operations Analyst Resume Examples & Samples

  • Non matched items
  • Late Returned Items
  • All returned customer settlements and chargebacks regardless of type
  • R29 Corporate Customer Advises Not Authorized returns
  • 5+ years experience in high volume ACH reconciliation environment
  • Proven reconciliation problem solving experience
  • Banking / back office experience preferred
51

Financial Operations Analyst Resume Examples & Samples

  • Partner with cross-functional teams (Finance, IT, Sales Operations, Marketing, HR, Legal) to drive consensus in Quote to Cash, Procure to Pay and Record to Report processes
  • Define, analyze and document business process (end to end) and reporting requirements
  • Lead user acceptance testing
  • Develop training documents and provide end-user training and support
  • Bachelor’s Degree in Finance, Accounting or Management Information Systems
  • 2+ years of business and finance processes and systems experience as a business analyst or in an Accounting or Finance role
  • Solid understanding of Accounting, Lead to Cash and Procurement
  • Hands-on implementation or end user experience with enterprise resource planning applications such as Oracle, SAP, Netsuite or Intacct
  • Experience working on Agile projects defining business requirements, tracking and resolving issues, conducting user acceptance testing and delivering training and support
  • SaaS industry experience a plus
52

Financial Operations Analyst Resume Examples & Samples

  • Completing financial activities for the purpose of accurate and timely reporting both internally and externally
  • Assists in the development of technical solutions to complex business issues by creating spreadsheets to be utilized by lower level positions
  • Maintains performance management reporting
  • Supports accurate balance sheet/P&L reporting
  • Focus is more experienced, tactical, transactional (exceptions transactions) based job
  • *Important information: This position is recruited for by a remote Kelly office, not your local Kelly branch. Please submit your resume to be considered for this position by pressing the “SUBMIT RESUME” button below. If you have questions about the position, you may contact the recruiter recruiting for this position (312-543-6351,allg523@kellyservices.com) however, your resume should be uploaded via the “SUBMIT RESUME” button included within**
53

Financial Operations Analyst Resume Examples & Samples

  • Proactively identify financial and operational issues for the Operations’ leadership teams
  • Analyze business activities that impact warehouse operations and profitability
  • Provide financial and operational analysis for Operations’ Shared Services to ensure that financial and operational targets are achieved
  • Create dynamic financial models to evaluate business scenarios to support business decisions
  • Point of contact for Facilities –works together to identify key issues, risks and opportunities
  • Assists with preparation of Senior Management presentations and communications
  • Assists with the management of Operational Incentive programs
  • Assists with Budgeting
  • Complete ad hoc analysis requests as needed
  • Understand and demonstrate Essendant’s Core Values
  • Strong analytical skills including the ability to visualize, articulate, and solve both complex and uncomplicated problems
  • Strong ability to recognize patterns within data to identify root cause and develop recommendations
  • Advanced proficiency in Microsoft Office applications; specifically strong Excel skills (i.e. create Pivot tables and the ability to manipulate its formulas) in conjunction with data collection and aggregation
  • Exceptional verbal, interpersonal and written communication skills and ability to communicate complex business issues in a clear and concise manner
  • Proven ability to interact with all levels of management to communicate results and the impact of proposed business decisions
  • Bachelor’s Degree in Finance or Operations. MBA or Supply Chain Advanced degree preferred
  • Minimum of two years’ progressive experience in business analytics roles, preferably in a large corporate environment. Five years’ experience preferred
54

Financial Operations Analyst Resume Examples & Samples

  • Bachelor's degree or above in Accounting
  • 2-3 years of experience within the financial services sector
  • Expert-level proficiency in Microsoft Office, especially Excel and Word
  • Strong SAT and/or GMAT scores
  • Prior experience at public accounting firms
55

Financial Operations Analyst Resume Examples & Samples

  • High School diploma / GED required
  • Associate degree in accounting or finance
  • Experience with relational databases
  • 1-2 years demonstrated experience working in or with Access
  • Knowledge of internal controls
  • Applies strong analytical skills and business knowledge to provide needed data, and ensure accuracy and reasonableness required
  • Strong PC skills, mathematical aptitude, problem solving, conceptual, and analytical ability required
  • Strong written and communication skills required
  • Strong customer service skills required
  • Working knowledge of health products, benefits and systems including, claims, membership, billing, Data Warehouse and Financial systems are preferred
  • Intermediate Microsoft Excel knowledge required
  • Experience in Microsoft Access a plus
  • WGS and RMB experience preferred
56

Financial Operations Analyst Resume Examples & Samples

  • Assist in all aspects of the day-to-day management of the MapQuest P&L
  • Work with MapQuest leadership and Verizon corporate finance stakeholders to develop the commitment view, best view, including analysis, distribution and recommendations for management reviews
  • Prepare final monthly analyses of business trends and budget variance of financial results and key performance indicators to be used in management reviews and strategic business analysis sessions
  • Develop in depth analysis of the business performance and recommend action plans; including gap closures, considerations for managing cost, growing the revenue and profitability
  • Create cash flow statement and ad-hoc cash flow analysis/trending, when applicable
  • Create final performance reports, including business insights, ad-hoc analysis and recommendations to MapQuest management
  • Create profitability/costing models and oversee/communicate model updates
  • Develop and analyze economic drivers and optimization models for strategic partnerships, as applicable
57

Financial & Operations Analyst Resume Examples & Samples

  • Help build and maintain both short-term and long-term financial models
  • Support the annual budgeting process
  • Generate and distribute periodic reports to compare performance versus plan
  • Support the operations team from a data/reporting standpoint
  • Provide necessary support for store-level labor scheduling model, store-level bonus program etc
  • Collaborate as appropriate with business partners across the company to support larger projects and/or ad hoc requests
  • Advanced Excel and overall analytical skills
  • Experience with SAP a plus
  • Strategic and creative thinker
58

Financial Operations Analyst for Academic Affairs Resume Examples & Samples

  • Provide budget vs actual reconciliation reports and projections to the Vice President for Academic Affairs, Director of Financial Planning and Analysis and other members of the academic administration as needed
  • Helps guide and delivers financial planning advice to budget administrators, including chairs and program directors of academic departments and programs, as needed
  • Works with the Dean of Curriculum to develop budgets for Summer Study courses and to provide financial oversight and coordination of Academic Enrichment Funds and the R/V Folger budget
  • Works with the Dean of Curriculum, the Director of Sciences, and the Director of Arts to develop the annual capital equipment request
  • Proven ability to take advantage of opportunities to create efficiency and improve process
  • Ability to organize and follow through on projects. Must be able to prioritize essential tasks, have initiative and good decision-making skills. Will need to act quickly to immediate requests from VP / AVP / Director. Ability to manage multiple tasks and projects. Must be able to inform VP of issues as they arise
59

Financial Operations Analyst Resume Examples & Samples

  • Preferred Accounting/Finance degree with related work experience
  • Healthcare experience a plus with general understanding of healthcare analytics, payer/provider relationship, etc
  • Excellent Excel Skills used specifically for financial modeling and forecasting (VLookups, Pivot Tables, SumIfs, Graphs, embedded formulas)
  • Strong analytical and problem solving skills, detail oriented, and organized
  • Ability to work independently, with minimal direction when necessary in order to support group objectives. Strong initiative is vital for success
60

Financial Operations Analyst Resume Examples & Samples

  • Manage the intake of 100,000 forms of communication (calls, cases, faxes, e-mails) annually from external and internal clients
  • Maintain cash receipts and allocations for all international and domestic banking
  • Negotiate and remediate complex client inquiries in order to maintain adequate cash receipts to foster the organizations financial goals
  • Engage cross operational teams to research and resolve client inquiries
  • Process settlements and amendments in a timely manner to prevent additional revenue and receivables exposure
  • On a quarterly basis provide collectability analysis to support the bad debt calculations
  • Keep management aware of all client escalations
  • Timely responses to urgent inquiries to ensure clients satisfaction and prevent escalations
  • Weekly portfolio review and analysis to determine best practices as well as cash forecasting for the month
  • Bachelor’s degree from four-year College or university; or equivalent of education and experience
  • Strong analytical, time management and leadership skills
  • Excellent interpersonal skills, problem solver and effective decision maker
61

Financial Operations Analyst Resume Examples & Samples

  • Manages and tracks revenues and expenditures for budgets within Academic Affairs at the College
  • With the Finance/Budget Office, sets annual spending limits for endowed academic departments. Work with the chairs and coordinators of those departments to develop an annual spending plan and to track expenditures
  • Trains budget administrators in understanding the budget system, monitoring revenues and expenses, and anticipating overspending problems
  • Lead the Academic Affairs budgeting process and is the liaison between budget administrators and the Budget Office
  • Identify and lead process improvement around financial operations within Academic Affairs
  • Works with the VP for Academic Affairs to manage, track, and develop financial projections for the College faculty salary budget
  • Provide financial modeling for new initiatives, including new gifts and endowments, within Academic Affairs
  • Provide general administrative support for the academic administration as needed
  • Ability to take initiative and make decisions independently as well as in consultation with supervisor. Strong interpersonal and communication skills, both written and verbal, and ability to work effectively as part of a collaborative team. High attention to detail. Excellent computer, organization, and analytical skills required. Proficiency in Excel including financial modeling and other Microsoft Office software. Experience with Banner Finance Systems preferred. Must be able to work in a highly dynamic environment and adjust to changing priorities quickly. Able to handle confidential information and remain calm in stressful situations
  • Excellent financial analysis and problem-solving skills, including the ability to identify complex problems, review related information, and develop and evaluate options
  • 3-5 years related experience in an academic environment preferred