Senior Fin Analyst Resume Samples

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GM
G Murphy
Gage
Murphy
293 Bosco Cliff
Chicago
IL
+1 (555) 113 0467
293 Bosco Cliff
Chicago
IL
Phone
p +1 (555) 113 0467
Experience Experience
Phoenix, AZ
Senior Fin Analyst
Phoenix, AZ
Medhurst Group
Phoenix, AZ
Senior Fin Analyst
  • Develop seller side reporting and analytics to drive efficient cost management
  • Partner with business to develop more value-added performance metrics
  • Responsibility for daily management adjustments to P&L
  • Work with BFO and COO teams to understand costing and buyer methodologies for Technology applications
  • 3) Review the month end close and perform quarterly disclosures related to XVA
  • Reviewing monthly results and performance analysis
  • Review and approval of changes to valuation adjustments & reserves
Dallas, TX
Senior Fin Analyst SCM
Dallas, TX
Abshire-Reichert
Dallas, TX
Senior Fin Analyst SCM
  •  business continuity plan development and event management
  • Manage consolidated reporting on Financial impacts of all new projects and work to streamline the overall reporting process
  • Provide support and assist with accrual reporting and communications to Finance and LOB partners
  • Provide support for monthly escalation reporting to senior management
  • Operational Risk Management for Finance: Operational Risk Reporting, Key Risk Indicators, Business Continuity, Records Management, etc
  • Partner with peers and management to implement process & reporting improvements
  • Provide performance updates to executive stakeholders and key partners, connecting insights into business strategy and influencing decisions and outcomes
present
Detroit, MI
Capital Mgmt-senior Fin Analyst
Detroit, MI
Batz, Paucek and Hartmann
present
Detroit, MI
Capital Mgmt-senior Fin Analyst
present
  • Foster relationships with partners in capital management, business and finance to resolve capital questions
  • Interact effectively and judiciously with Audit, Risk, and Compliance partners
  • Understand /analyze changes in the regulatory rules and landscape and assess the impact to regulatory reporting process and final results
  • Support ad hoc requests associated with new/existing products, mergers and divestitures
  • Identify data gaps and proactively seek out opportunities to improve data quality and regulatory compliance. Work with technology and other teams to develop and implement solutions in a timely manner
  • Review Peer Capital Metrics and compile comparative analysis
  • Responsible for investigating and explaining key drivers in period-over-period changes in business capital
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
East Carolina University
Bachelor’s Degree in Accounting
Skills Skills
  • Strong attention to detail and comfortable working in a dynamic, fast paced environment
  • Proficient in Microsoft Office suite of products, with emphasis on strong Excel (macros, pivot tables, look-ups, and filtering), PowerPoint, and Access skills
  • Highly organized and able to manage multiple responsibilities and deadlines
  • Strong business partnering experience / skills including the ability to interact and communicate equally well within all levels of an organization
  • Strong business partnering experience / skills including the ability to interact, communicate and influence equally well within all levels of an organization
  • Strong relatable business acumen in reporting (P&L, organization hierarchy, business segments)
  • 5 - 10 years Banking / Analytics experience - solid knowledge of banking products and landscape
  • Strong attention to detail
  • Knowledge of Essbase, SmartView, Tableau
  • Detail oriented, capable of working in a production environment and managing to deadlines, and drives for results
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2 Senior Fin Analyst resume templates

1

Senior Fin Analyst Resume Examples & Samples

  • 1-4 years of accounting or financial analysis work experience
  • Financial planning, analysis and reporting experience
  • Builds Partnerships - Builds broad-based business relationships across the organization. Skillfully influences peers and colleagues to promote and sell ideas. Proactively surfaces and resolves conflict with minimal noise
  • Forecast/Planning Experience
  • FP&A Experience
  • Financial Statement Analysis Experience
2

Senior Fin Analyst Resume Examples & Samples

  • Financial analysis including daily P&L reporting and attributions for cash securities and hedges in the CI FMV portfolio
  • Understanding the FAS 133 hedge accounting on the cash securities portfolio
  • Yield calculations for certain purchased impaired and previously impaired securities accounted for under EITF 99-20 and SOP 03-3
  • Other than temporary impairment analysis
  • Reviewing EST results for the AFS and FMV portfolios
  • Effectively communicating with business partners on various issues including
  • COO and Desk to ensure appropriate accounting for unique bonds
  • Quantitative Finance to understand cash flows and changes in estimates based on market activity
  • BSM to ensure forecast is appropriately updated and accurate
  • PAM Back Office and Accounting for appropriate accounting treatment for unique transactions
  • 3 years of financial analysis work experience
  • Financial analysis and reporting experience
  • Knowledge of InSight
3

Senior Fin Analyst Resume Examples & Samples

  • Finance support for Global Liquidity Risk Management and Parent Funding
  • Prepare regular reporting deliverables for various clients (Treasury management, Finance management, etc.)
  • Provide balance sheet analysis and commentary on liquidity and funding business drivers to Treasury and Corporate Controller teams
  • Prepare quarterly investor relations work for funding and liquidity (quarterly business summary, key market driver explanations, answering potential investor questions, etc.)
  • Partner with the business and other finance teams to analyze implications of the evolving regulatory framework (e.g. the Liquidity Coverage Ratio)
  • Partner with internal groups such as Treasury Governance, Global Resolution & Recovery Planning, and technology for intercompany lending reporting and initiatives
  • Periodic competitor analysis and commentary
  • 3 years of accounting or financial analysis work experience
  • Knowledge of InSight a plus
  • Working knowledge of both funding and liquidity aspects of long and short term funding instruments
  • Experience with Hyperion-Essbase, SAP or Oracle
4

Senior Fin Analyst Resume Examples & Samples

  • 2+ years of experience in auditing, compliance, or risk type function
  • Experience in performing risk assessments
  • Experience in evaluating, documenting and testing internal control environment (SOX 404 or similar type work)
  • Ability to handle multiple priorities in a fast paced environment
  • Business partnering and relationship management skills
  • Bachelor degree with emphasis in Finance or Accounting
  • Experience in banking/financial services industry
  • Understanding of financial statements and regulatory environment
  • CPA license
5

Senior Fin Analyst Resume Examples & Samples

  • 4 years of accounting or financial analysis work experience
  • Proficiency in MS Excel & PowerPoint
  • Highly organized and attention to detail
  • SAP/eLedger
  • Communication-Written
  • Communication-Oral
  • 5 Years of Experience
6

Senior Fin Analyst Resume Examples & Samples

  • Bachelor's degree (would prefer a degree in accounting or finance)
  • 2-4 years of accounting or financial analysis work experience
  • Analytical Abilities / Financial Acumen - Systematic application of a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions
  • Proven initiative and desire for growth
  • InSight
  • SAP/eLedger knowledge
  • Excel modeling, Data manipulation
  • Forecast/Planning experience
7

Senior Fin Analyst Resume Examples & Samples

  •  risk assessments
  •  metric development, monitoring and reporting
  •  business continuity plan development and event management
  •  internal and external operational loss reporting
  • Bachelor degree, preferably in Business Administration
  • 4+ years of operational risk, compliance, accounting, financial analysis, and other related experience
  • Proven ability to manage business partnering relationships within the work unit, cross-functional teams, and partners outside Finance to achieve business goals
  • Able to handle multiple priorities in a fast paced environment
  • Detail oriented, capable of working in a production environment and managing to deadlines, and drives for results
  • Self starter who is experienced at taking initiative and showing results
  • Ability to manage in new and unstructured circumstances
  • Ability to analyze data to form logical conclusions
  • Proficient computer/software skills - Experience with Microsoft Word, Excel, Power Point, Outlook, etc
  • 2+ years risk/compliance experience preferably in the financial services industry
  • Business Continuity experience (e.g., SunGard)
  • MBA / Graduate degree a definite plus
  • Professional certification (e.g., CPA, PMP, Six Sigma)
8

Senior Fin Analyst Resume Examples & Samples

  • 3+ years of experience in Finance or auditing, compliance, or risk type function
  • Process & controls documentation experience
  • Advanced Excel, data manipulation skills
9

Capital Mgmt-senior Fin Analyst Resume Examples & Samples

  • Heavy involvement in the production of monthly and quarterly legal entity level reporting; statutory filings, SEC disclosures, internal management analysis and other analysis and reconciliation as required
  • Prepare detailed and supportable variance and trend analysis to explain material drivers of schedule/line item components
  • Identify data gaps and proactively seek out opportunities to improve data quality and regulatory compliance. Work with technology and other teams to develop and implement solutions in a timely manner
  • Interact effectively and judiciously with Audit, Risk, and Compliance partners
  • Support ad hoc requests associated with new/existing products, mergers and divestitures
  • Understand /analyze changes in the regulatory rules and landscape and assess the impact to regulatory reporting process and final results
  • 4+years banking accounting/finance experience with moderate understanding of risk-based capital reporting under Basel rules
  • Strong communication and presentation skills, ability to manage multiple tasks and responsibilities
  • Strong analytical ability and problem solving skills       
  • Proficient in Excel, MS Access, Word, and PowerPoint
  • Knowledge of eLedger/EPM general ledger application
  • CPA and/or Prior experience in regulatory filings      
10

Senior Fin Analyst Resume Examples & Samples

  • Review/oversee the Daily Cash Collateral Usage Report and the Daily GBAM Report that is prepared by another analyst on the team (also provide backup support)
  • Review/oversee the FRB 23A Affiliate Capacity Usage Report that is prepared by another analyst on the team (also provide backup support)
  • Project work
  • Bachelor's degree (accounting or finance strongly preferred)
11

Senior Fin Analyst Resume Examples & Samples

  • Merrill Edge Advised Sales Planning & Forecasting
  • Merrill Edge Advised Sales Teams Productivity & Performance Analytics
  • Merrill Edge Advised Sales Reporting
  • Merrill Edge Advised Sales Teams Incentive Compensation Design/Analysis/Expense Control
  • Merrill Edge Advised Sales FTE Planning & Forecasting
  • Partner with the line of business, analytics and finance partners to develop sound assumptions and data requirements in support of the above activities
12

Capital Mgmt-senior Fin Analyst Resume Examples & Samples

  • MBA and/or CPA
  • Advanced Excel, Modeling, Data Manipulation
  • Access
  • FASB/SEC Exposure
  • People Management/Supervisory Experience
13

Capital Mgmt-senior Fin Analyst Resume Examples & Samples

  • 4+years banking accounting/finance experience
  • Strong analytical ability and problem solving skills 
  • CPA and/or Prior experience in regulatory filings  
14

Senior Fin Analyst Resume Examples & Samples

  • Intermediate Excel, Modeling, Data Manipulation
  • More than two years experience within the financial services industry, SEC/financial reporting a plus
  • Proven analytics and problem solving skills
  • Strong communication, organization, analytical and leadership skills
  • Public Accounting Experience
15

Senior Fin Analyst Resume Examples & Samples

  • BS/BA required - Finance/Accounting preferred
  • Strong relatable business acumen in reporting (P&L, organization hierarchy, business segments)
  • Strong business partnering experience / skills including the ability to interact, communicate and influence equally well within all levels of an organization
  • EPM/eLedger
  • AD HOC Analysis exp
16

Senior Fin Analyst Resume Examples & Samples

  • 4-8+ years financial industry/banking experience
  • Strong financial analytics experience
  • Advanced experience/skills with Excel and complex spreadsheets
  • Candidate must be able to work both independently and as team member
  • Strong problem solving and analytical abilities (Excel/Essbase)
  • MBA, CPA, CFA, or other advanced certification
  • Experience with Bloomberg, or Hyperion/Essbase/SAP ]
  • Insight/Essbase experience
  • Control focused, analytical, team oriented, comfortable with complex products
17

Senior Fin Analyst Resume Examples & Samples

  • BS/BA - Finance/Accounting preferred or equivalent years of regulatory reporting work experience
  • Experience with complex financial systems such as Hyperion, SAP, or Oracle
  • Strong understanding of banking balance sheets, products, and operations
  • US GAAP Accounting knowledge
  • Financial Regulatory Reporting Experience
  • Comfort working with relational databases and SQL queries
  • Credit Risk systems ECRIS / ARCTIC
  • In$ight
  • Highly organized and able to manage multiple responsibilities and deadlines
  • 5+ Years of Experience
  • 1-2 Years at Current Band
18

Senior Fin Analyst Resume Examples & Samples

  • Balance Sheet and Interest Income forecasting
  • Coordination of stress testing associated with fair value modeling of residential loans including PCI, Synthetic Resi Wrap, Fair Value option and FHLB eligible funding
  • Monthly and Quarterly analysis of portfolio trends, modeling results and market variables used in forecasting process
  • Create ad-hoc reports as needed to support potential transactions and support business partners made with key strategic decisions and overall portfolio management
  • Create models and tools to support forecasting process
  • Drive process improvement initiatives to streamline reporting and forecasting process
  • Price testing and Volker reporting for debt securities
  • This role will require direct communication with business partners and senior management. The ideal candidate should possess excellent communication skills and should be comfortable presenting at various levels of the organization
  • Working knowledge of SQL is preferred
  • Advanced Excel skills: We leverage data stored in the Mortgage Data Hub which having a working knowledge of SQL is helpful and working with large amounts of data in excel. Ideal candidate is expected to use advanced excel functions and create executive type summary reports
  • 2-5 Years of Finance Support Experience
  • Bachelors Degree (Finance or Accounting degree preferred)
  • CFA or CPA preferred
  • Data analysis and reporting experience
19

Senior Fin Analyst Resume Examples & Samples

  • Planning (Forecasting / Budgeting / Estimate Process) for regional LOB and countries
  • Daily / Weekly / Monthly and Quarterly Reporting
  • Expense control, analysis and commentary
  • Revenue and business performance commentary
  • Create, consolidate and maintain country P&L and PTE
  • Deliver metrics to enhance regional business managment
  • Partner with business to develop more value-added performance metrics
  • Balance Sheet and RWA regional stats
  • Regional allocation reporting
  • Latin America CFO functions (Reporting / Forecasting / Allocations)
  • Ad hoc request from BFOs, COOs, Corporate and Senior Management
  • Bachelor Degree (Accounting/Finance strongly preferred)
  • 3-5 years financial industry/banking experience
  • Experience with SAP/EPM
  • Product knowledge- FX and rates trading
20

Senior Fin Analyst Resume Examples & Samples

  • 2-3 years accounting / finance experience
  • Highly organized and attention to detail 
  • Ability to navigate within a large organization to achieve results
  • Strong business partnering experience / skills including the ability to interact and communicate equally well within all levels of an organization
  • Wealth Management industry experience
21

Senior Fin Analyst Resume Examples & Samples

  • Maintain strong focus on control
  • Produce Daily P&L and Explains for Loans and TRS products
  • Reconcile Daily, Monthly, and YtD P&L to the General Ledger
  • Work closely with Front Office, Finance, Market Risk, Compliance and Trade Control
  • Ensure the control framework is in place at all time, identifying gaps along the way
  • Embrace and proactively drive change
  • Project work required to improve the control framework
  • 5-7+ years financial industry/banking experience
  • Strong financial analytics experience - review P&L's, reconciliations and understand business drivers. Experience with Fixed Income products plus
  • Experience with Bloomberg, or Hyperion/Essbase/SAP
22

Senior Fin Analyst Resume Examples & Samples

  • Analyze current environments
  • Support creation of high level solution designs
  • Plan and execute testing
  • Prepare learning materials and organizational readiness plans
  • Support deployment of solution designs into production
  • Other project activity support as identified/required
  • Experienced in business requirements gathering and analytics
  • Ability to analyze and understand complex processes
  • Problem solver with a proven track record translating business processes into new solutions
  • Four-year degree in Accounting /Finance or 5 years of related work experience
  • Experience working on or managing projects
  • Prior team lead or management experience
  • Strong PC and computer skills
  • Experience or familiarity with ERP solutions
  • Experience or familiarity with ledger conversions and/or data integrity activities
23

Senior Fin Analyst SCM Resume Examples & Samples

  • Must possess an ability to develop appropriate methodologies for collecting, analyzing and evaluating large amounts of data
  • Must possess the ability to work independently with minimal supervision of daily tasks
  • Must possess a working knowledge of generally accepted accounting principles
  • Must possess strong written and verbal communication skills in order to effectively discuss financial issues with diverse groups and prepare reports
  • Must have a strong working knowledge of financial systems, databases and spreadsheets. Strong working knowledge of Excel, Access and PowerPoint is required
  • Must be comfortable in a collaborative, shared leadership environment
24

Senior Fin Analyst Resume Examples & Samples

  • 2+ years financial industry/banking experience
  • Experience in excel and PowerPoint
  • Knowledge of Accounting systems
  • Experience with SQL and working with databases (MtgHUB, Pyxis, LASER, AS400)
  • Knowledge of mortgage servicing operations
  • Strong business partnering skills
25

Senior Fin Analyst Resume Examples & Samples

  • Provide ownership over the financial assumptions within each business case
  • Act as the primary Finance contact for Initiative Owners
  • Manage consolidated reporting on Financial impacts of all new projects and work to streamline the overall reporting process
  • Support Strategic Planning process where needed
  • Perform Ad-hoc analysis
  • Consolidate financial “story” for presentation to senior leaders
  • SAP/Eledger
  • Advanced excel modeling, data manipulation
  • Forecast planning experience
26

Senior Fin Analyst Resume Examples & Samples

  • Partnership with Accrual, GIF Ops Finance forecasting and / or other Staff Support teams along with their GIF Ops Finance partners to assist with the end-to-end tracking of contracts for the accrual process (Includes researching contract terms and amounts)
  • Provide support with the end-to-end invoice tracking for accrual process / forecasting, and matching expenses with contracts
  • Provide support on the end-to-end balance sheet account reconciliation process
  • Provide support on the end-to-end journal entry process
  • Provide support and assist with accrual reporting and communications to Finance and LOB partners
  • Support all data analytics, data extracts, etc for the accrual and prepaid processes
  • Advanced Excel proficiency
  • Data Manipulation
  • BS/BA (Finance / Accounting Preferred)
  • Accounting, Audit or GAAP compliance experience (Preferred)
  • Familiarity with proper documentation and control procedures
  • Strong understanding of accounting, accounts payable procedures and accrual methodologies
  • Hyperion/Essbase/Smartview (FCSTRPT and Accounts Payable cubes)
  • VIPR, Ariba, Fieldglass, SAP EPM/Bex
27

Senior Fin Analyst Resume Examples & Samples

  • Bachelor's degree required, accounting or finance preferred
  • Advanced Excel, modeling, data manipulation
  • Strong communication, organization, presentation, analytical, and leadership skills
  • Builds Partnerships - Builds broad-based business relationships across the organization
  • Essbase
  • Management accounting experience
  • Understanding of unit costs & allocations
28

Senior Fin Analyst Resume Examples & Samples

  • Establish an effective control environment for proactively identifying data challenges, engaging with stakeholder teams to assess and communicate impact
  • Collaborate with upstream data providers, systems of record, and the Central Regulatory Reporting network to identify reporting requirements, data needs, and production steps necessary to facilitate relevant reports as required
  • Partner with lines of business, Technology and Data Management Stakeholders, and related regulatory reporting groups to understand the impact of elements reported and consistently produce accurate and reliable data results
  • Ensure ongoing alignment to Central Regulatory Reporting standards, while adjusting to changing business and regulatory needs in a controlled way
  • 5 - 10 years Banking / Analytics experience - solid knowledge of banking products and landscape
  • Data and system landscape knowledge
  • Excellent communication sills (oral and written)
  • Intellectually curiosity
29

Senior Fin Analyst Resume Examples & Samples

  • Bachelor's degree, preferably in accounting or finance
  • Accounting or financial analysis work experience
  • Analytical Abilities / Financial Acumen - systematic application of a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions. Understanding of accounting (debits / credits)
  • Builds Partnerships - builds broad-based business relationships across the organization. Skillfully influences peers and colleagues to promote and sell ideas. Proactively surfaces and resolves conflict with minimal noise
  • Knowledge of Essbase, SmartView, Tableau
  • Advanced PowerPoint skills
  • Understanding of cost allocations
30

Senior Fin Analyst Resume Examples & Samples

  • Responsible for GWIM Ops consolidated forecast and monthly reporting
  • Responsible for forecasting and monthly reporting and variance analysis for CMA Operations and Wealth Mgmt Banking Services LOBs
  • Analyze costs and understand business drivers and levers to influence efficiencies
  • Partner with peers and management to implement process & reporting improvements
  • Strong organization skills and ability to manage/sequence many deliverables
  • Strong written and oral communications skills with excellent attention to detail
31

Senior Fin Analyst Resume Examples & Samples

  • Partnership with GIF Forecasting, Allocations, and BFO teams to examine processes for improvement
  • Partnership with centralized SIM team
  • Influencing and identifying opportunities for Change
  • Simplifying Accrual processes
  • Contract and Payment process research and improvement
  • Simplifying General Ledger interaction with respect to Project Financials
  • Simplifying Allocations
  • Simplifying and consolidating systems of record
  • Accounting, Audit or GAAP compliance experience
  • Familiarity with Cost Allocations
  • Familiarity with Technology and associated project financials
  • SAP/eLedger/Bex journal entry posting/reporting
  • Hyperion/Essbase/Smartview/EPM (FCSTRPT and Accounts Payable cubes)
  • TCOA, Allocation Cost Pool Concepts
  • Workforce Management Tools, Project Control Module (PCM)
  • Initiative funding concepts
32

Senior Fin Analyst Resume Examples & Samples

  • 2-5 years financial analysis work experience
  • Management Consulting / Business Strategy / Modeling (statistical and fundamental) Experience
  • Strong data analysis skill; inclusive of data mining and reporting
  • Advanced Excel / VBA - data manipulation / Power Query / PowerPivot
  • MET Labs, SAS experience
  • Bachelor's degree - accounting or finance preferred
  • CFA / MBA
  • Knowledge with Stress Testing and Comprehensive Capital Analysis and Review (CCAR)
  • SQL experience
  • Strong business acumen including product knowledge
33

Senior Fin Analyst Resume Examples & Samples

  • Analytical support of Stress Test results in relation to Macro-Economic Environment deterioration
  • Documentation support of multiple stress test deliverables including: Independent Review and Challenge Committee, Qualitative Methodology, CCAR Supporting Documentation, Review and Challenge, others
  • Support of related analysis and deliverables (Goodwill, Global Resolution and Recovery Planning, Liquidity Risk Management)
  • Maintaining reporting and analytical infrastructure
  • Refinement / Enhancement of current qualitative forecast methodologies
  • Preparation of Rate Paid Beta calculations as part of FRB reporting requirements
  • Forecasting and Planning experience
  • Strong communication skills and ability to influence
  • Advanced Excel (v look ups, pivot tables) and data manipulation skills
  • Hyperion / Essbase / Smart View
  • Experience in preparing concise and effective presentations, including the ability to explain results of complex analysis at a level that resonates across many different audiences
  • Previous Forecasting / Budgeting experience
  • Stress Testing support
34

Senior Fin Analyst Resume Examples & Samples

  • 5+ years of accounting or financial analysis work experience
  • Understanding of accounting (debits / credits)
  • Builds Partnerships - Builds broad-based business relationships across the organization. Skillfully influences peers and colleagues to promote and sell ideas
  • Business Mastery – attention to detail, comfortable functioning in a highly dynamic, ever changing environment, always meets/beats deadlines, manages multiple responsibilities simultaneously
  • GWIM product knowledge
  • Ability to prepare power point presentations
  • Knowledge of eledger is a plus
  • Initiative – demonstrates the ability to be a self-starter and go beyond what is asked
35

Senior Fin Analyst Resume Examples & Samples

  • Full P&L forecasting
  • Monitoring portfolio performance metrics
  • Developing ad hoc analyses to ensure proposed marketing strategies have financial discipline
  • Providing financial guidance on contract renewals and investment decisions with co-brand partners
  • Communicating analytical results to business partners, management and peers
  • Making recommendations to improve the profitability and growth of the portfolio
36

Senior Fin Analyst Resume Examples & Samples

  • Work independently while partnering with other associates throughout the company to monitor data quality, improve methodologies, and manage responses to business partner and regulators' questions on the data reported
  • Work closely with business partners (Enterprise Stress Test, Balance Sheet Management, Risks, SEC, lines of Business) and Finance and Accounting Policy Groups to resolve regulatory reporting loan issues
  • Be a quick learner and possess intellectual curiosity and proactively investigate issues
  • Strive for quality and accuracy and have the dependability necessary to meet strict quarterly deadlines
  • Pay rigorous attention to compliance procedures
  • Bachelor degree in Accounting/Finance, CPA preferred
  • Strong understanding of GAAP, balance sheet and banking products
  • Strong analytical, problem solving capabilities
  • Highly organized, able to manage multiple tasks and prioritize
  • Ability to dissect, manipulate and draw conclusions from large amounts of data
  • Excellent verbal and written, including well-developed presentation skills
  • Familiarity with SAP general ledger
  • Familiarity with bank regulatory reporting requirements
  • Familiarity with researching financial reporting/ accounting technical requirements
37

Senior Fin Analyst Resume Examples & Samples

  • Must have BS in Accounting/Finance
  • Have at least 4+ years banking accounting/finance experience
  • Proficient in Excel Word (i.e. v-look ups, pivot tables, formulas, etc) and Powerpoint
  • Must be able to work in fast paced environment and have strong organizational skills to meet deadlines
  • Knowledge of eLEdger/EPM general ledger application
  • CPA and/or prior experience in regulatory filings
38

Senior Fin Analyst Resume Examples & Samples

  • 3+ years of accounting or financial analysis work experience
  • Strong communication, organization, presentation and analytical skills
  • Flexible; team player; self-starter; self-motivated; ability to exercise independent judgment
  • Ability to assimilate complex data into a results-based story and effectively present the results; including the ability to develop concise, effective senior level presentations
  • Ability to query for data extraction, mining, manipulation, inclusive of ad hoc reporting
  • SAP/eLedger experience
  • Understanding of BAC forecasting processes and financial hierarchy
39

Capital Mgmt-senior Fin Analyst Resume Examples & Samples

  • Support the capital planning process across multiple legal entities by preparing risk-weighted assets forecasts for the purposes of capital adequacy assessments, recovery planning, resolution planning, etc
  • Support weekly integrated financial outlook production process for the Parent Company
  • Support enhancement of the capital management process, including better connectivity across business areas and legal entities
  • Develop business partnering skills and cross-functional knowledge through interactions with other capital management teams as well as Risk Management, Balance Sheet Management, Corporate Strategy; Global Liquidity Management, Global Stress Testing and Global Recovery & Resolution Planning
  • Gain knowledge on various risk-weighted assets calculation and reporting regimes and their implications for the Company     
  • 2+ years experience in Corporate Finance
  • Highly motivated and enjoys taking initiative
  • Embraces challenges and change
  • Deep understanding of financial market dynamics, interest rates, accounting, and financial products
  • Proficient in MS Office tools - Advanced Excel required
  • Excellent communication and business partnering skills
  • Ability to work well on a team
  • Bank of America legal entity structure knowledge
  • CFA and/or CPA
  • Previous experience with financial forecasting, regulatory capital, risk-weighted assets and/or resolution planning
40

Senior Fin Analyst Resume Examples & Samples

  • Superior understanding of VIE related GAAP literature and practice (including ASC 860, ASC 810 strongly preferred)
  • 3 years loan accounting experience in a bank, mortgage bank or financial services environment
  • Strong knowledge of SEC disclosures and bank regulatory reporting requirements
  • Knowledge of residential mortgage loan servicing operations and securities accounting
  • Experience with SAP (eLedger) and loan subledger systems
  • Strong, direct, concise written and verbal communication skills
  • Technical accounting experience
  • Business acumen, critical thinking and analytical skills
  • Industry and market knowledge
  • Problem solving skills – detail oriented with ability to understand the big picture
  • Process management skills, multi-tasking and organizational skills
41

Senior Fin Analyst Resume Examples & Samples

  • BS/BA (Finance or Accounting strongly preferred)
  • Forecasting/Planning experience
  • Strong analytical ability to solve reconciling items; variance analyses
  • Detail oriented as well as be able to provide the big picture and tell the business story
  • Easily adaptable to changing priorities and have the ability to work independently or in teams
  • Financial Statement Analysis experience
  • SAP/eLedger/EPM
  • Essbase/Smartview/Hyperion
  • Management Accounting experience
42

Senior Fin Analyst Resume Examples & Samples

  • Bachelor's degree (preference accounting or finance)
  • Excel modeling
  • Strong Financial Acumen
43

Senior Fin Analyst Resume Examples & Samples

  • Bachelor’s degree (finance, economics or mathematical disciplines preferred)
  • Advanced excel. Willingness to learn SAS / SQL data pulling
  • Strong communication skills and teamwork are critical
44

Capital Mgmt-senior Fin Analyst Resume Examples & Samples

  • Be responsible for producing and understanding consolidated line of business reporting covering a holistic view of regulatory capital
  • Review Peer Capital Metrics and compile comparative analysis
  • Foster relationships with partners in capital management, business and finance to resolve capital questions
  • Responsible for investigating and explaining key drivers in period-over-period changes in business capital
  • Learn the various capital regimes that the bank operates within and components that drive risk weighted assets, tangible allocated capital, GSIB surcharge and other capital constraints
  • Product knowledge – derivatives, repos, securitization
  • Advanced Excel Experience (data manipulation/mining)
  • Prior Regulatory Experience (Basel III preferred)
  • CPA/CFA
  • Knowledge of Bank of America Infrastructure
45

Senior Fin Analyst Resume Examples & Samples

  • Enterprise-wide Internal Control Over Financial Reporting: Managing Sarbanes-Oxley 404 Compliance, Disclosure Controls and Procedures (DCP) and FDICIA Compliance
  • Operational Risk Management for Finance: Operational Risk Reporting, Key Risk Indicators, Business Continuity, Records Management, etc
  • Enterprise-wide Reconciliations: Governance over account reconciliations and firmed-owned bank accounts
  • Finance Quality Assurance: Process Risk Assessment, QA metrics/scorecards, RCSA, Spreadsheet Compliance and Model Risk Management
  • 3+ years of relevant governance, risk, control, audit and/or compliance type experience, specifically in areas of accounting and finance in a large, fast-paced, results-oriented company with a demonstrated history of success
  • Experience in performing risk assessments, evaluating, documenting and testing internal control environment, developing and producing meaningful metric reporting
  • Effective partnering and relationship management skills
  • Ability to communicate complex ideas in a clear and concise manner, both written and verbal
  • Strong project-management skills; ability to handle multiple priorities in a fast-paced environment
  • Ability to quickly adjust to changes in approach/methodology in a dynamic setting
46

Senior Fin Analyst Resume Examples & Samples

  • Design and manage reporting and analytics routines that support new account and asset growth activity
  • Performance Reporting and Forecasting
  • FTE Planning and Productivity Analytics
  • Incentive Design, Goaling and Expense Forecasting
  • Client Asset Flows
  • Pro Forma Analysis
  • Provide performance updates to executive stakeholders and key partners, connecting insights into business strategy and influencing decisions and outcomes
  • Enhance data resources and reporting processes with a focus on evolving business needs, efficiency and operational risk management
  • Partner with the line of business, analytics, finance and compensation partners to develop sound assumptions, models and data requirements
  • Bachelors degree in Business Administration, Finance, Accounting, or Economics
  • 3+ years of professional work experience within the financial services industry
  • Located in Charlotte, NC
  • Demonstrates strong technical and analytical skills
  • Manipulates and interprets data to understand business performance and solve business problems (Advanced Excel required, Access/SQL preferred)
  • Thinks critically and considers multiple perspectives
  • Manages operational risk by building strong processes and quality control routines
  • Demonstrates strong communication skills
  • Clearly and concisely communicates verbally and through Email/PowerPoint
  • Adapts communication style and personalizes message to audience
  • Seeks to understand end to end processes
  • Builds strong partnerships and leverages teammate’s expertise
  • Effectively manages time and follows through on commitments
  • Balances close attention to detail with focus on broader context
  • Encourages collaboration, connection and teammwork
  • Seeks to learn and grow, receptive to constructive feedback
  • Approaches work with curiosity and SIM-mindset of continuous improvement
47

Senior Fin Analyst Resume Examples & Samples

  • Previous accounting or financial analysis work experience
  • Strong team player with positive attitude
  • ELedger/Essbase experience
  • Ability to analyze large amounts of data and translate into meaningful analysis
48

Capital Mgmt-senior Fin Analyst Resume Examples & Samples

  • Learn Basel 3 capital, liquidity and other regulatory requirements and gain familiarity with related regulatory reporting forms in order to become a subject matter expert and answer inquiries from business partners
  • Learn to interpret regulatory capital regulations, both US and Basel Committee related, where regulation is not adequately specific for effective implementation, with a focus on the Liquidity regulations
  • Analyze and document interpretations and guidance memos
  • Advise business partners on complex transactions and
  • Collaborate on advocacy efforts to influence regulatory reform initiatives domestically and internationally
  • BS/BA (Finance/Accounting/Economics Preferred)
  • 1-3 Years of Experience in Finance, Risk, Accounting or Consulting
  • Proven excellent writing and research skills and experience
  • Analytical abilities/Financial acumen/Problem solving
  • Effectively work with others/Business partnering
  • Proficiency in Microsoft Office applications (PowerPoint, Excel and Word)
  • Capital regulatory experience
49

Senior Fin Analyst Resume Examples & Samples

  • Work with BFO and COO teams to understand costing and buyer methodologies for Technology applications
  • Serve as control point for updates to application cost and buyer distributions to ensure changes are fully assessed and communicated
  • Develop impact analysis to review and validate changes to costing and buyer methodologies
  • Create Proformas for review and approval by Tech BFO’s prior to Forecast cycle
  • Develop seller side reporting and analytics to drive efficient cost management
  • Act as subject matter expert on allocations processes and systems for BFO and COO teams
  • Leverage expertise to identify and implement improvements to allocations process
  • Submit and validate changes to subledger and Ledger systems
  • Maintain distributions in Ledger for Management and Legal Entity cost pools
  • Must have a Bachelor’s Degree
  • Strong working experiences of MS Excel – data mining, modeling, manipulation. Comfortable working with pivots, look-ups and macro exposure
  • Prior experiences working in a matrixed environment
  • Strong communication and being able to build relationships with key stakeholders
  • Must be a self-starter, have an eagerness to learn
  • Strong attention to detail and comfortable working in a dynamic, fast paced environment
  • Prior experiences working in a finance position dealing with large data sets
  • Being able to deal with multiple priorities
50

Senior Fin Analyst Resume Examples & Samples

  • BA/BS in accounting, finance, econ and/or MBA in similar disciplines
  • 3 years loan accounting experience in a Bank, Mortgage Banking or Financial Services environment
  • Technical GAAP knowledge of loan accounting, loan sales/securitizations
  • Working knowledge of residential mortgage loan servicing operations (including origination, boarding, remittance processing, foreclosure, government loans, delinquency and credit issues, GSE relationships, etc
  • Knowledge of a large scale bank g/l system
  • Strong use of excel, word and other MS applications
  • Knowledge of loan servicing systems and loan subledger systems
  • Business acumen and critical thinking
  • Problem solving - detail oriented with ability to understanding of big picture
51

Senior Fin Analyst Resume Examples & Samples

  • Management of cash to accrual timing
  • Management of capital investment and expense impacts
  • Business case support
  • 3-5 +yrs years of Accounting/FP&A experience
  • Strong excel skills - ability to analyze large amounts of data and translate into meaningful analysis
  • Effective communication/relationship management skills
  • Self-starter with the ability to multi-task and prioritize
  • Master’s degree
52

Senior Fin Analyst Resume Examples & Samples

  • Bachelor’s degree - Business, Accounting or finance degree
  • 2-4 years of finance/analytical work experience
  • Good communication skills [oral and written]
  • Ability to interact with multiple levels of business partners and finance
  • Forecast/planning experience
  • Working knowledge of Hyperion, Ariba, and SAP
53

Senior Fin Analyst Resume Examples & Samples

  • Coordinate with BFOs, product partners, and other Finance teams to drive consistent and actionable analysis that can be shared with the line of business and finance leaders at multiple levels
  • Coordinate with finance leaders to provide a consolidated view of financials, both actual results and forecast
  • Suggest and design new ways to source, report and interpret data to drive business decisions
  • Build consistent analysis tools that can be leveraged across the BFO teams
  • Perform adhoc analysis, including research and trend analysis for line of business partners
  • Organization and the ability to juggle multiple tasks and responsibilities
  • Knowledge of eLedger tools a plus
  • Microstrategy experience (PARS, GCA, etc)
54

Senior Fin Analyst Resume Examples & Samples

  • Daily P&L & Balance Sheet Reporting & Oversight
  • Production and/or review of official daily P&L explain and its provision for VaR backtesting
  • Approval of daily sub-ledger P&L generated by Middle Office for reporting into Greensheets
  • Responsibility for daily management adjustments to P&L
  • Daily P&L reporting to local and regional management
  • Oversight of trader estimate to official T+1 P&L variances as business unit level
  • Review of material new deals
  • Review and approval of changes to valuation adjustments & reserves
  • Appropriately manages and mitigates operational risk
  • Product experience (either FICC or Equities)
  • Understanding of the Greeks
  • Experience with price testing preferred
  • 2-5 years financial industry/banking experience
  • Strong problem solving and analytical abilities (Excel/Essbase
55

Senior Fin Analyst Resume Examples & Samples

  • Partnership with Technology Finance forecasting team, staff Support teams along with their BFO's to provide monthly expense estimates
  • Accurate Month end reporting including robust financial commentary to enable informed decisions by Business Executives
  • Hierarchy Maintenance
  • Any other ad hoc duties in support of standard reporting
  • Ability to problem solve and take ownership of process improvements
  • SAP/eLedger/Bex reporting
  • Hyperion/Essbase/Smartview/EPM
  • Ariba and Fieldglass knowledge
56

Senior Fin Analyst Resume Examples & Samples

  • Responsible for forecasting, monthly close, and reporting and variance analysis
  • Hyperion Essbase
  • Intellectual Curiosity
57

Senior Fin Analyst Resume Examples & Samples

  • Manage balance sheet and Income statement intercompany residuals
  • Account for the acqusition, disposition, merger, or liquidation of subsidiaries and or assist in assessing the impact to the corporate consolidation structure
  • Monitor and analyze various consolidated account balances for accuracy and ensure results are as expected
  • Prepare month-end close entries
  • Follow up and work with business partners throught out the month
  • Provide support for monthly escalation reporting to senior management
  • Assist in leading monthly routine meetings
  • Support audit requests and SOX deliverables
  • Prepare quarterly SEC and Regulory Reporting
  • Provide guidance to business partners
  • Testing and support of special projects
  • Bachelor’s degree preferably in Accounting or Finance
  • Minimum of 4 - 7 years accounting/finance experience
  • Strong written and oral communication, presentation, analytical and technical skills are required
  • Strong communication and business partner skills with ability to meet multiple deadlines
  • Oracle or eLedger experience
  • Understanding of the legal entity consolidation structure
  • Strong Initiative and drives for results