Research Financial Analyst Resume Samples

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PH
P Howe
Presley
Howe
5377 Casper Ranch
San Francisco
CA
+1 (555) 535 0582
5377 Casper Ranch
San Francisco
CA
Phone
p +1 (555) 535 0582
Experience Experience
Chicago, IL
Credit Risk Management Analyst Financial Institutions Research
Chicago, IL
Bailey, Mills and Rodriguez
Chicago, IL
Credit Risk Management Analyst Financial Institutions Research
  • Assess historical financial performance and develop and analyze client specific financial forecasts
  • Assist in the credit approval process by analyzing the risk in various loan and derivative transactions
  • Monitor client and third party news sources for events with a potential credit impact
  • Author credit research reports summarizing financial, client, and industry analysis, conclusions, and recommendations for risk ratings and risk appetite
  • Track clients’ compliance with risk limits
  • Maintain active research coverage of a portfolio of Morgan Stanley’s financial institution clients and make recommendations to senior management about internal risk ratings and client-level risk appetite
  • Carry out tasks related to the job in accordance with the instructions of the supervisor
Chicago, IL
Business Analyst With Financial Services & Research Expertise
Chicago, IL
Raynor-Wilderman
Chicago, IL
Business Analyst With Financial Services & Research Expertise
  • Interfacing with business and other analysts, produce detailed use cases to guide the design and development of applications
  • Track, resolve and escalate issues for own projects while keeping relevant stakeholders informed
  • In addition to collaborating with professional designers, use tools such as Balsamiq to create mockups and wire frames
  • Utilize query tools to confirm data quality and investigate questions
  • Actively seek out, adopt and understand latest technologies across institutional, consumer and social domains to determine potential value add if synthesized into the business
  • Create effective presentations to be used with business audiences of various levels
  • Manage timelines, milestones and streams related to own projects
present
Philadelphia, PA
Financial Analyst Executive Division Research Department
Philadelphia, PA
White, Larkin and Stiedemann
present
Philadelphia, PA
Financial Analyst Executive Division Research Department
present
  • Providing rigorous financial, economic, and data analysis
  • Conducting investigations into possible violations of the relevant rules and regulations
  • Synthesizing pertinent facts and issues from large amounts of information and data
  • Analyzing financial instruments, explaining their structure, and identifying potential risks
  • Routinely assessing, reporting, and monitoring trading activity
  • Independently researching relevant studies, rulemakings and data; and
  • Interact with vendors, as well as internal legal, compliance, marketing, branding and other partners
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
New York University
Bachelor’s Degree in Finance
Skills Skills
  • Excellent analytical skills; demonstrated proficiency in Excel and web-based tools
  • Strong accounting skills; knowledge of accounting principles
  • Knowledge and ability to understand, interpret, and communicate university policies and procedures
  • Excellent communication skills
  • Strong analytical and problem solving skills
  • Expert knowledge and fluency of governmental regulations (e.g. FAR, A-21, A-110, A-133, CAS)
  • A problem solver with excellent customer service and communication skills
  • Excellent oral, written, and communication skills
  • Excellent time management and organizational skills
  • Ability to review a proposal or manage a project with understanding of the overall scope and goal of each sponsored project
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11 Research Financial Analyst resume templates

1

Credit Risk Management Analyst Financial Institutions Research Resume Examples & Samples

  • 3-6 years of credit research or related experience performing research and financial statement analysis
  • Strong analytical skills, preferably related to fundamental research for financial institutions
  • High level of English fluency; able to communicate complex business concepts in an accurate and concise manner
  • Take responsibility for assigned work and tasks and complete in the assigned timeframe
  • Answer questions and queries from local and remote team members in a timely fashion
  • Understand and adhere to Morgan Stanley’s values
  • Be accurate and pay attention to detail
  • Escalate issues and risk to the supervisor in a timely fashion
  • Be able to deal easily with multiple issues and tasks under pressure
2

Business Analyst With Financial Services & Research Expertise Resume Examples & Samples

  • Liaise with business (Citi Velocity business owners, product sales, product technology, content contributors) to understand strategies and interpret underlying business needs, and with developers, to propose and design technology solutions, thoughtfully transform them into clear business and design requirements, and project manage to realize successful implementation
  • Play a consultative role to business partners and continuously seek out and propose creative solutions and innovative technology ideas to meet business goals
  • Interact with vendors, as well as internal legal, compliance, marketing, branding and other partners
  • Build deep understanding in product areas, such as but not limited to Equities and Credit, and collaborate with developers to deliver relevant and precise technology solutions that exceed business expectations
  • Interfacing with business and other analysts, produce detailed use cases to guide the design and development of applications
  • Actively seek out, adopt and understand latest technologies across institutional, consumer and social domains to determine potential value add if synthesized into the business
  • Analyse data, processes, and usability input and produce clear and logical documentation of results
  • In addition to collaborating with professional designers, use tools such as Balsamiq to create mockups and wire frames
  • Utilize query tools to confirm data quality and investigate questions
  • Create effective presentations to be used with business audiences of various levels
  • Manage timelines, milestones and streams related to own projects
  • Track, resolve and escalate issues for own projects while keeping relevant stakeholders informed
  • Communicate continually with stakeholders the statuses of deliverables and flag potential risks and delays to successful completion of all projects
  • Prepare and maintain project deliverables, including reporting and tracking statuses using Excel, MS Project, JIRA, and SharePoint
  • Financial Services industry experience
  • Capital markets domain experience a plus
  • Business knowledge of Equities, Credit, Rates, Securitized or an asset class a plus
  • Strong knowledge of the full software development testing lifecycle
  • Experienced practitioner of both waterfall and agile development methodologies
  • Demonstrated experience in leading the analysis, development and delivery of web applications
  • Demonstrated experience in leading the analysis, development and delivery of mobile apps
  • Strong cross-group collaboration and relationship management skills including coordinating with geographically dispersed teams to achieve deliverables
  • Strong skills in developing relationships and partnerships with key stakeholders
  • Expertise in Microsoft Office Suite, specifically with Excel, Visio, Power Point , Word, SharePoint and JIRA
  • Understanding of HTML,XML,VBA,SQL, enterprise infrastructure, mobile iOS and Android
  • Master's with 4 or more yrs exp or Bachelor's with 6 or more yrs exp
  • Deep familiarity with full software development lifecycle, particularly Agile
  • 5+ years’ experience in business analysis or functioning as such in a technology area
  • Aptitude to tackle and resolve complex, often ill-defined issues
  • Agility to simultaneously work well independently and within a team environment across the globe with other subject matter experts, analysts, developers and business representatives
  • Good organizational and multi-tasking skills with attention to detail
  • Astute analytical skills
  • Strong relationship building skills
  • Very self-motivated and independent thinker
  • Flawless written and verbal communication skills. Must have presence and communicate with clarity, impact, purpose and authority with partners, peers, management and the business
3

Research Financial Analyst Resume Examples & Samples

  • Required: Bachelor's degree in Finance, Accounting, or related field
  • Required: Three years of financial analysis work experience
  • Preferred: Experience in an academic medical center research administration role
  • Preferred: Familiarity with clinical research budgeting and clinical trial billing policy
  • Must be detail oriented, flexible, proactive and thorough
  • Savvy with electronic process systems and spreadsheets
  • A problem solver with excellent customer service and communication skills
4

Research Financial Analyst Resume Examples & Samples

  • Five plus years’ experience in an accounting or finance position, preferably in a research setting
  • Must be detail oriented with strong organizational and analytical skills
  • Demonstrated ability to analyze and understand research activities from a financial perspective
  • Demonstrated ability to manipulate and query large amounts of data within multiple software and database applications
  • Advanced knowledge of Microsoft Office (emphasis on Excel & Access)
  • Strong initiative and ability to manage multiple projects
  • Excellent Communication skills
  • Ability to complete projects timely and accurately is critical
5

Financial Analyst Executive Division Research Department Resume Examples & Samples

  • Master's degree in finance, economics, or business or two (2) years of equivalent work experience in the financial industry
  • Strong knowledge of common investment types and sectors (e.g. equities, bonds, fixed income, mutual funds, and exchange traded funds)
  • Basic knowledge of alternative investment funds and vehicles (e.g. structured finance,
  • Hedge funds, and private equity)
  • Experience with mortgage and other asset-backed securities or equity market structures (exchanges, order flow, execution benchmarks) a plus
  • Advanced experience working with the Bloomberg Terminal
  • Providing rigorous financial, economic, and data analysis
  • Synthesizing pertinent facts and issues from large amounts of information and data
  • Routinely assessing, reporting, and monitoring trading activity
  • Analyzing financial instruments, explaining their structure, and identifying potential risks
  • Conducting investigations into possible violations of the relevant rules and regulations
  • Independently researching relevant studies, rulemakings and data; and
  • Developing systems to collect and organize required financial data
6

Financial Services Research Analyst Resume Examples & Samples

  • 2+ years’ business research experience, preferably in a consulting environment, equity brokerage, third-party research organization, financial services institution or demonstrated equivalent skill
  • Understanding of business, markets, financial institutions and economic issues at large
  • Awareness in specific industry segments, with a preference to Capital Markets or Banking
  • Working experience in a team of research professionals
  • Secondary research skills with a proven ability in using online and other research sources in delivering research results to provide a value-added all-round research service to internal customers is desirable
  • Demonstrated experience of writing reports, and presentations for delivery to internal and external audience a plus
7

Financial Research Analyst Resume Examples & Samples

  • Review and process license requests for the United States Department of the Treasury, Office of Foreign Assets Control (OFAC)
  • Analyze and interpret United States economic sanctions policies and regulatory information
  • Confer with applicants in connection with requests
  • Provide licensing policy and other OFAC related information via oral or written communication to the public and intergovernmental organizations in connection with licensing requests
  • Must have a minimum of 1 year working experience with respect to foreign and regulatory policies and procedures for transactions related to personal, commercial, humanitarian, travel, financial, non-proliferation, international trade and/or investment programs
  • Excellent oral and written communications skills, including interpersonal skills
  • Demonstrated experience and knowledge of regulatory analysis
  • Demonstrated ability and knowledge of basic computer skills
  • Bachelor's Degree or equivalent experience
  • Active clearance
8

Commodity Research Senior Financial Analyst Resume Examples & Samples

  • Tracking commodity markets and issuing reports related to the changing fundamentals and technical indicators
  • Working with other functions such as Finance and Sales to provide input cost outlook and forward-prices to drive pricing actions
  • Responsible for compiling monthly commodity and ingredient PPV forecasts and researching variances to the forecast
  • Management of input cost reporting for commodities and ingredients (historical and forecast) to aid in pricing and BOD book presentations
  • Act as a liaison between Category Controllers and Corporate Procurement Buyers on understanding PPV forecasts and actuals
  • Responsible for identifying purchasing commodity transactions which may be subject to hedge accounting and working with Corporate Accounting to ensure that such transactions are accounted for properly
  • Analyzing fundamental (supply/demand) and technical data to forecast commodity prices
  • Maintain commodity research portal and database; Leading the preparation of weekly TreeHouse commodity meeting materials
  • Maintenance of commodity cost reporting and forecasting models for commodities and ingredients based on latest coverage and market outlook
  • Support PPV forecast and variance analysis for commodities and ingredients for all Business Units
  • Develop and maintain historical cost, usage and PPV information by category to assist in negotiations and analysis
  • Bachelor's degree in Economics, Accounting, Finance or Business required
  • Minimum of three-year experience in financial planning and analysis or commodity research with a demonstrated record of increasing levels of responsibility
  • Ability to develop commodity research and financial analysis, and support a conclusion within limited time constraints utilizing limited or less than perfect information
  • Requires good interpersonal and communication skills and the ability to interact with high credibility at various levels within the organization
  • Ability to function effectively in a team environment
  • Must be flexible and able to prioritize tasks and have an aggressive commitment to meet deadlines
  • Strong analytical skills and attention to detail with the aptitude to derive key insights
  • Strong foundation with MS Office products and the use of information systems; ability to learn/utilize systems quickly
9

Research & Financial Analyst Resume Examples & Samples

  • Experience compiling and analyzing financial data from a wide variety of sources and presenting statistical information in an appropriate, understandable format
  • Financial and business management skills and experience to perform extensive in-depth budgetary and financial analyses, identify and present areas of concern and recommend next steps to decision makers
  • Elite mathematical skills sufficient to accurately calculate, manipulate and adjust data related to budgetary and financial activities
  • Experience working with generally accepted accounting principles with diverse fund restrictions, fund accounting and research-related accounting
  • Experience presenting, orally and in writing, complex administrative and technical issues and proposed solutions, including composing and editing documents and correspondence for accuracy, consistency of format, spelling and grammar, language and professional appearance and style
  • Experience using advanced features of MS Excel to perform detailed analyses including Pivot tables, VLOOKUPs and creating charts and graphs as well as word processing, presentation, database, email and web-based software and automated on-line financial and payroll/personnel systems
  • Knowledge of UC and Federal budgetary cycles and practices, personnel/payroll practices, business agreements, and organizational policies and procedures
  • Organizational skills sufficient to successfully assess, categorize and work with large amounts of information and data
  • Experience handling sensitive or confidential information or situations
  • Experience with UC Davis automated financial, personnel and payroll systems: Kuali, PPS, FIS DS, SIS-DS, PPS DS
  • Knowledge of research-related accounting, especially Federal accounting and reporting guidelines, particularly within the USDA
  • Knowledge of higher education research and fund accounting
10

Sponsored Research Financial Analyst Resume Examples & Samples

  • Graduation from college with a major in business administration, economics, statistics, educational administration, accounting, or an allied field, and two (2) years of experience in administrative analysis or operations research; or an equivalent combination of education and experience
  • In-depth knowledge of federal, state, and private agency contract and grant regulations and requirements from proposal preparation through close out, including but not limited to cost accounting standards
  • Demonstrated experience with the applications of principles and practices of financial management, fiscal planning and analysis, cost analysis and audit procedures
  • Proven knowledge of university policies and procedures relating to contracts, grants, and accounting. Ability to independently interpret, analyze, and implement appropriate policies in a given situation
  • Proven ability to analyze complex financial issues, recognize potential impact, identify creative and alternative solutions, and implement recommendations. Problem-solving and negotiation skills with ability to exercise discretion
  • Demonstrated experience analyzing expenditures and recognizing trends in order to support budget adjustments
  • Proven experience in developing, producing and completing complex reports for various funding agencies; projecting multi-year expenditures and outcomes as they relate to individual projects, and the department as a whole
  • Demonstrated ability to maintain a professional attitude during interaction and collaboration with a wide range of personalities
  • Demonstrated organizational skills. Skill in prioritizing a high volume workload to ensure priorities and other deadlines are met
11

Research Financial Analyst Resume Examples & Samples

  • Responsible for new study setup and activation
  • Monitors revenues and expenditures, providing routine reports and assessments of activity in sponsored activity funds
  • Develops and maintains accounting systems to allow for ongoing tracking and trending of study funds as they relate to approved study budgets
  • Supports Academic division and Institutional Goals
  • Required - 3 or more years of experience in financial analysis, forecasting and reporting including experience working independently and in small groups
  • Must have computer skills and dexterity required for data entry and retrieval of patient information. Must be proficient with Windows-style applications, various office software packages and keyboard
  • Effective verbal and written communication skills and the ability to present information clearly and professionally to varying levels of individuals throughout the patient care process
  • Strong analytical and problem solving skills
12

Research & Financial Analyst Resume Examples & Samples

  • Financial and business management skills and experience to perform extensive in-depth budgetary and financial analyses
  • Analytical skills to anticipate/identify problems, perform research to resolve such problems, and develop creative solutions
  • Knowledge of generally accepted accounting principles with diverse fund restrictions, fund accounting and research-related accounting
  • Knowledge of budgetary cycles and practices, personnel/payroll practices, business agreements, and organizational policies and procedures
  • Mathematical skills sufficient to accurately calculate, manipulate and adjust data related to budgetary and financial activities
  • Experience with UC Davis automated financial, personnel and payroll systems: Kuali, PPS, FIS DS, SIS DS, PPS DS
13

Financial Analyst Clinical Research Resume Examples & Samples

  • Bachelor Degree in Accounting, Business Administration or Finance preferred. At least 2 years of experience in a clinical research setting
  • Ability to make financial/business decisions based on complex protocols and long-range financial projections. Knowledge on applications of principles and practices of fiscal planning and analysis
  • Knowledge of Federal standards of governance, including the FDA, NCI, OHRP and broader Department of Health and Human Services standards as may apply to clinical practice with investigational agents and research with human subjects
  • Excellent skills in Microsoft Office programs with specific ability to derive and load complex formulas especially with in building Excel spreadsheets, pivots tables, "V" look-ups, etc
  • Detailed knowledge and experience with financial statements and reporting
  • Ability to succeed in changing environment and handle multiple responsibilities
14

Financial Intelligence & Research Analyst Resume Examples & Samples

  • Research illicit finance methodologies and anti-money laundering regimes in targeted jurisdictions
  • Research intelligence collections from open and classified sources to provide financial assessments on US national security non-state threats
  • Develop intelligence, produce finish products and brief clients
  • Analyze financial data systems for illicit finance activities to include money laundering techniques
  • Apply financial forensic techniques on obtained media collections using data forensic tools
  • Use customer tools to map financial networks and identity US national security threat financial targets
  • Analyze and exploit financial data from open and classified sources to evaluate and prioritize targeting leads
  • Meet or exceed targeted billing hours (utilization)
  • 10+ years exp, ISSA (FSP) Required
  • BS - finance, accounting, business or equivalent financial study
  • Demonstrated strong understanding of global finance through experience or financial certification, such as
  • Certified Anti-Money Laundering Specialist, Financial Crime Specialist, Fraud Examiner, or relevant
  • 3 years exp in the analysis and targeting of illicit/illegal financial transactions
  • 2 years exp in AML techniques
  • Experience with data forensic tools and techniques, with large data sets
  • Ability to work overtime required on occasion
  • Meet or exceed continuing professional education (CPE) requirements
15

Financial Intelligence Research Analyst Resume Examples & Samples

  • 3+ years of experience with intelligence analysis or targeting
  • 3+ years of experience with all-source information research and analysis
  • Experience with intelligence messaging and research tools, including TAC or M3
  • Ability to write high-quality assessments and briefings for a senior-level audience
  • MA or MS degree in International Relations, Security Studies, Intelligence Studies, Political Science, Regional Studies, International Law, Business, or Finance
16

Financial & Research Analyst Resume Examples & Samples

  • Strong logical and analytical skills
  • Strong Microsoft Office Suite skills, heavy Excel environment Pivot tables, v-look-ups, formulas, template creations, etc
  • Familiarity with standard financial reports and statements
  • Customer service skills
  • Team oriented
  • Problem solver
  • Ability to multi-task and adhere to strict deadlines/timelines
  • Commitment to diversity and to serving the needs of a diverse community
  • Five years of relevant experience working in an accounting field
  • Five years of experience in the full range of research management
  • Experience with Oracle General Ledger and/or IRA Reporting Tools strongly desired
17

AML Financial Crimes Research Analyst Resume Examples & Samples

  • Experience in a substantive compliance role, such as, a risk assessment, compliance analysis or research role related to Financial Crimes Compliance / AML
  • Ideal candidates will exhibit investigative, research intensive, and/or heavy writing skills while meeting one or more of the following qualification
  • Flexible and adaptable in handling change while understanding how that change will impact the team as well as business line partners
  • Strong organizational skills with ability to work on multiple assignments and complete them within established deadlines
  • High level of attention to detail with the ability to solve problems and think analytically
18

Informatics Research Analyst Financial Informatics Maitland Resume Examples & Samples

  • Able to prioritize problems and escalate appropriately to leadership
  • Minimum of 4 years experience as an Analyst or equivalent role
  • Healthcare Operations (Preferred)
  • Finance (Preferred)
  • Physician Office Practices (Preferred)
  • Information Technology (Preferred)
  • Clinical Operations (Preferred)
  • Medical Information (Preferred)
  • Experience in problem analysis and testing with an emphasis in healthcare and/or business applications. (Preferred)
19

Research Financial Analyst Resume Examples & Samples

  • Bachelor’s degree in Finance or Economics
  • MBA or MPA
  • Knowledge of procurement needs, including sole-sourcing, cost analyses, vendor requirements, and small business reporting
  • Strong knowledge of property management requirements related to Stanford or non-Stanford title of equipment and fabrications
  • Expert in project management, including managing international collaborations and complex multi-sub award contracts
  • Knowledge of personnel management, including proposing effort for and training and hiring of students, post-doctorals, academic appointments, regular staff, bargaining unit staff, and consultants, along with the circumstances appropriate for each type of position
20

Research Financial Analyst Resume Examples & Samples

  • Bachelor's degree in finance, accounting, economics, business or related area and five years’ experience in financial management, and/or equivalent combination of education/experience/training
  • Understand general fund accounting, purchasing, and budgeting, financial projection and business planning concepts
  • Excellent computer skills and facility with using MS Excel (sorting, pivot tables, filtering, basic formulas)
  • Demonstrated competence in the use of spreadsheet and database software in financial analysis, fiscal management and financial reports
  • Independent judgment and strong organization and communication skills and customer service focus across broad and diverse subject areas
  • Previous working experience in an academic environment
  • Thorough understanding of research administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment
  • Thorough knowledge of applicable compliance requirements related to use of human or animal subjects in research, financial conflict of interest, biosafety, etc
21

Research Financial Analyst Resume Examples & Samples

  • Bachelor's degree in Finance or Government Accounting and six or more years related experience and / or equivalent experience / training
  • Extensive knowledge of program administration guidelines of Federal and non-Federal sponsors supporting research and educational activities, preferably in a university environment
  • Demonstrated advanced knowledge of generally accepted accounting, fiscal and reporting principles
  • Ability to manage high volume and complex transactions
  • Independent judgment and strong organization and communication skills and customer service focus
  • Proven superior analytical, interpersonal, communication (verbal and written), organizational and problem solving skills
  • Experience with all types of award mechanisms, including grants, contracts, subcontracts, cooperative agreements
22

Research Financial Analyst Resume Examples & Samples

  • Excellent verbal and written communication skills; excellent problem solving skills; and office organization procedures; ability to communicate, interpret policy to others and apply instructions to assigned activities
  • Preferred grant accounts management experience and understanding of the effort reporting requirements of the Federal Government
  • Responsibilities
  • Administration of research awards granted to Principal Investigators (PIs), including monitoring for fiscal compliance and providing direct financial advisory services
  • Requires extensive collaboration with Office of Sponsored Research and Office of Grant and Contract Accounting staff as well as PI's
  • Manages regulatory compliance with items such as Comparative Medicine or Institutional Review Board
  • Two to three years' experience in some phase of administration of grant accounts and/or bookkeeping experience
  • Position requires knowledge of federal, state, and private reporting requirements, including but not limited to OMB circulars A-110, A-122, and A-133 (administrative and audit requirements for educational and non-profit institutions) as well as institutional guidelines