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Finance Analyst Resume Samples
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0-5 years of experience
Managed over 35 projects worth over $100m in three country offices by monitoring project spending, forecasting expenses and re-aligning and formulating budgets to improve budget adherence.
- Developed new financial models in excel, extracting data from SunSystems, to automate generation of recurring management (LOPs), baseline (Budgets), and regulatory reports (SF-269s).
- Directed international field offices, improved reports & resolved questionable expense items to reduce audit risk.
- Audited multi-currency financial reports involving G/L and bank reconciliations, vouching of expenses to ensure adherence to GAAP and OMB circulars A-122, A-133 for allowable costs.
- Consolidated field transactions to HQ & posted them to SunSystem & used Vision Executive for reconciling accounts.
- Investigated complex insurance data using Access & reclaimed $0.5m from insurance companies for overpaid premiums.
0-5 years of experience
Developed and consolidated FY14 Annual Operating Plan for Departmental, Non-Departmental and Capital budgets for Studio Overhead worth over $20M
- Forecasted monthly overhead budgets based on most recent actuals and presented financial overview to leadership
- Streamlined forecast process by eliminating data redundancy and simplifying summary output
- Partnered with departmental heads to present regular budgetary updates and better understand any future spending requirements
- Analyzed annual financial impact of adding a café awning and ice cream machine to Operations and made recommendations based on sustainability
- Updated leadership monthly regarding a shared intra-studio budget and performed quarterly journal charge-backs in SAP of nearly $100K
- Managed IT purchasing for the Studio from initial request through invoice payment
0-5 years of experience
Presented market research and financial proposals to company executives on a regular basis
- Effectively used Excel to create projected company sales and revenue reports
- Conducted what-if financial scenarios based on sales volume and other variables
- Performed cost-benefit analysis for company foreign distribution options
- Performed in-depth international market research of Chilean consumer market including preferences, industry norms, and consumer purchasing trends
- Skillfully negotiated a key two year $65,000 contract with strategic distributor for company target market
0-5 years of experience
Responsible for topline revenue growth for [company name]’s South Region encompassing eight states, seven production facilities, and 65 satellite warehouse locations.
- Forecasted quarterly volume, revenue, & NOPBT for key accounts including Wal-Mart, Sam’s Club, H.E.B., 7-Eleven, and Albertsons among others.
- Tracked, identified, and presented potential areas of growth for innovation products to Regional Vice President on a weekly basis
- Created, produced, and managed a daily sales forecast down to each location level in the Region
- Led South Region Cross-Functional Task Force; designed to educate and promote synergies in order to improve efficiency across all job functions
- Worked extensively with Marketing team on financial impact of various in-store and media promotions.
- Organized weekly finance team building activities
0-5 years of experience
Reported to financial controller of LAN Access Division (Ethernet products) – $700M/year business segment
- Performed competitive research on production costs, market segment share and strategy of LOM product line
- Built excel model providing structure to pricing decisions with a goal to increase revenues by $10-20M/year
- Influenced and gained support for implementation from key operations partners in marketing, sales, and finance
- Developed specific process steps for pricing decisions; now implemented by finance, marketing and sales collectively
0-5 years of experience
Prepared the 2011 forecast and 2012 plan for operating expenses in the Real Estate, Chief Administration Organization, Internal Audit, and Human Resources departments
- Analyzed monthly expense results for the Real Estate, Internal Audit, and Human Resources departments and provided written analysis to the financial consultants
- Processed invoices for payment by logging invoices, validating charges and coding and routing for approvals
- Improved invoice process by influencing timeliness of approvals and enforcing guidelines
- Prepared the monthly IT accrual to support the close process
- Enhanced existing Human Resources staffing model to manage resource capacity
0-5 years of experience
Developed AA’s Long Term 738 Seat Optimization strategy and financial analysis
- Reviewed and optimized LOPA design for 772, 763, 789, MD80 in conjunction with future business plans
- Developed strategic response plan for Wright Amendment expiration in 2014
- Led Readiness Planning for MD80 Seat Optimization Strategy by coordinating with important stakeholders: (Revenue Management/Network Planning/Sales/Corporate Communications)
- Oversaw New Livery Rollout and proposed US Airways livery integration plans
- Designed and built Other Airline Hub Profitability model using publicly available Form 41/T100/O&D Data
0-5 years of experience
Assisted with the analysis of month-end close and quarterly/annual external audit results
- Prepared audit evidence/documentation and discussed deliverables with auditors from E&Y
- Developed improved work flow procedures to capture audit evidence and improve efficiency
- Reviewed monthly reporting submittals from over 80 schools for accuracy & completeness
- Assisted compliance officer with internal audits of campus Financial Aid and student records
- Analyzed budget reports to validate projections vs. actuals to ensure Financial Aid fund availability
- Designed and maintained Excel workbooks to compare sales trends of new student enrollments
0-5 years of experience
Generated Invoices to the State of New Jersey
- Administered the timesheet and payroll system for 1200 plus employees & generated weekly payroll for all staff
- Generated accounts for all new employees and reviewed HR paperwork for correct rates and titles
- Reviewed all AP Invoices and approved them for processing and payment
- Trained all new employees on timesheet and accounting procedures
- Generates custom reports related to profitability and other key metrics
- Conducted financial analysis to respond to requests from internal and external auditors, as required
0-5 years of experience
Assisted in providing real estate investment consulting and advisory services to fortune 500 companies (clients with commitment amount ranging from $5M to $100M)
- Responsible for quarterly operations including financial analysis and performance measurement reports for 8 clients while supervising a team of 3 handling 6 clients; a total number of 14 reports totaling 3.6B in NAV were generated each quarter
- Prepared summary reports on key performance indicators like returns, leverage, property, geographic distribution and overall financial performance
- Performed trend analysis by extensive research, analyzed investment statements and created ad-hoc reports for consultants and clients
- Maintained liaison with the client, consultants and with fund managers
0-5 years of experience
Supported the BSG Technology Finance team by monitoring approximately $500MM in annual charges that flow to the business units
- Developed and published month end reports providing expense detail, budgets, and variance explanations.
- Financial analysis, problem solving and resolution of accounting and P&L issues
- Provided support with direct and allocated IT cost analysis, cost saving initiatives, financial metrics, and IT project financial reporting
- Support the channel/product profitability models with cost allocation models for IT costs.
- Produced ad hoc reports and research as required
0-5 years of experience
Reports to Asst. CFO of Commercial Banking Segment. Senior Analyst role; P&L responsibilities including forecasting and budgeting assigned NII & NIE lines, forecasting commercial loan products, reporting & analysis for commercial loan pricing spreads, monthly financial/business performance reviews, monthly pre-close analysis, plus production and capacity planning/reporting for commercial loans and deposits for all 11 Regions across entire bank foot print.
- Performed monthly business segment preclose for various assigned NII and NIE lines from marketing expense to FAS91 contra salary expense.
- Achieved a forecast accuracy of +/-0.6% on a total commercial segment loan portfolio of $10B.
- Rebuilt commercial loan pricing spread reports include a key component for the credit adjusted spread.
- Generated new loan and deposit production capacity report to track the effectiveness of all commercial bankers.
- Supported annual commercial cost center creation and Essbase hierarchy structure changes.
- Partnered with regional marketing managers to reduce expense by $300M and surpass targets for Q1 2011 cost reduction initiative.
- Performed other ad-hoc expense research utilizing SPA, GL transaction display, AFS and SAR reports.
0-5 years of experience
Managed 30-40 contracts as the primary finance contact with a portfolio value in excess of $200 million
- Provided detailed analysis for all financial changes and impacts to the contract
- Reviewed budget forecasts and assessed risk from interpreting and translating Operational issues into financial risks or opportunities.
- Monitor and report contract performance
- Developed and provided internal and external reports in both routine and ad hoc situations. Met with clients periodically to provide detail into client reports.
- Led a global effort to automate forecasting of labor into an internal labor forecasting software using current Excel based forecasting tool.
- Performed month end close activities timely for assigned contracts
- Recipient of the 2012 CFO Excellence Award for developing an automated forecasting application
0-5 years of experience
Assisted in preparation of financial data to the Financial Market Top Team on a weekly basis.
- Created new reporting method for Capital Market and Corporate Finance Business, which reduces preparation time by 50% and enhance the interactivity of financial reports. Prepared revenue reports for Capital Market and Corporate Finance Business on a monthly basis.
- Improved the process of analyzing data to reduce processing time by an estimated 50% and increase the accuracy of data input in the general ledger.
- Managed tracking process of Equity Research Fees along with Capital Market and Corporate Finance Fees.
- Coordinated with other departments in maintaining the accuracy of activities being posted in the general ledger.
0-5 years of experience
Developed and implemented cash pooling project, improved efficiency of cash circulation within the organization
- Initialed process to conduct cash balance positioning and excess cash yield enhancement
- Strengthened relationships with financial institutions, ensure quality services and prices provided
- Enhanced compliance with legal and regulatory rules; maintain good working relationship with authorities; ensure highest standards of integrity were maintained
- Won the 2010 Treasury Today Adam Smith Awards with China Treasury team
- Completed 6 Sigma Green Belt Training with certification
6-10 years of experience
Îœanaged over 200 Healthcare food purchasing vendor accounts and processed over 1,200 invoices per day
- Supervised and instructed 3 finance associates in everyday duties including, maintaining finance data base spreadsheets, vendor account research, managing invoice discrepancy payments and posting weekly general ledger updates
- Reconciled Accounts Receivables on monthly basis to ensure accuracy and balance in bottom line sales totals, saving the department an average of $50,000 monthly
- Researched profit centers weekly purchases to ensure that they were in compliance with company guidelines, resulting in savings of $10,000 weekly
- Reduced cost within the department by implementing a system which eliminated the need for overtime and extra temporary employee assistance
- Implemented a system to increase work flow activity within the department
- Created a user friendly Excel spreadsheet to streamline workload research process, saving employees time and the corporation revenue
- Directed a team that consistently surpassed department issued quotas by processing 200 extra invoices daily
- Researched and reprocessed partial and misapplied payments
0-5 years of experience
Provided ongoing control and reporting of budgets and initiative corrective action as required (TT&E, BIC)
- Delivered Monthly Results reports for Category, including monthly results and commentaries.
- Provided ongoing control and reporting of budgets and initiative corrective action as required (TT&E, BIC)
- Maintained accruals and transfers on a monthly basis, ensuring that the reconciled each month for all the teams.
- Reconciled and reported invoice processed with project BIC accruals.
- Conducted reconciliation on prior year balance sheet reserve with marketing services team to ensure payments were made and reviewed in a timely and best quality manner.
0-5 years of experience
Developed Network Service Group multi-year strategic business plan for land line business operations and FTTP infrastructure deployment including: analysis of program spending, cost drivers, resource allocation; trends within Telecommunications industry, regulatory environment; consumer responsiveness to key strategic initiatives.
- Managed NSG $1.5Bln yearly expense budget including Island Metro $500MM infrastructure opex, force, revenue and costs, inventory needs, taxes, operational metrics
- Performed month end close, trend analyses of key cost drivers, P&L/CapEx, debt, tax provisions
- Generated $25MM savings to the company over five year period through analysis of overtime expense
- Monitored construction progress of FTTP and performed consolidated cost/benefit analysis resulting
0-5 years of experience
In this role I was awarded the ‘Golden Cone’ award by Sales Leadership for outstanding partnership with the direct field sales teams. I developed a strong expertise in trade spend performance and accounting. By creating customer and brand P&Ls and conducting rigorous ROI analysis on trade events, I was able to coach the sales team toward more profitable investments.
- Delivered a 2% margin improvement by leveraging price elasticity, sales mix and event analysis to optimize pricing and promotional tactics, depth and frequency.
- Created Profit Score Card to track performance to plan by brand at the customer level, allowing management better visibility to trends and react months faster than before to risks.
- Built the company’s first national account plan with the Safeway National Account Team. For the first time, the sales team incentive was measured on customer volume and profit.
- Aggressively collected $10 MM dollars in aged receivables liability, not allowing any write offs.
0-5 years of experience
Information Technology solutions provider with 6,300+ staff in 70+ locations
Coordinated work with offsite resources, maintained working capital and achieved EBITDA targets for US operations. Supported the billing system migration project. Provided key support on collections activities, creating and implementing strategies to reduce aged debt, achieve debtor targets and resolve disputes involving pricing errors, tax adjustments and misapplied payments. Continuously analyzed practices and optimized strategy. Played key role in resolving billing challenges.
- Successfully beta tested large-scale billing system migrations, ensuring seamless delivery of service and maintenance of billing schedules.
- Trained offsite teams to perform daily billing process resulting in successful hand-over of billing operation using the new Global Billing System.
- Developed and monitored KPI report as it related to credits, ensuring reduction in credits issued monthly.
- Participated in numerous security and fraud prevention processes, including Sarbanes-Oxley protocols for billing and collections audits achieving EBITDA
10+ years of experience
Managed Finance for a $1B, Component Solutions Business Division with a product portfolio of Data Storage Solutions, Energy Products, Storage Media and Service Solutions. Managed month-end close for 30 divisions and prepare financial statements, budget, forecast/flash and actual for Sony Corporate and Sony Headquarter in Japan.
- Reported, produced and analyzed Gross Margin, Inventory and SG&A reports and variance analysis for management review.
- Supervised four Senior Analysts.
- Analyzed and reconciled balance sheets for all Storage Solution products.
- Involved in special senior management projects and recommended solutions.
0-5 years of experience
Reporting directly into the CEO I was charged with reviewing and improving financial and operational processes throughout the entire company.
- Conducted a Time and Motion study to identify excess workforce and made recommendations for redundancies to immediately reduce payroll costs by 20% and identified reallocation of roles to reduce payroll costs by a further 15% by end of Q1 2013.
- Initiated a review of all advertising contracts and renegotiated rates for 2013 leading to savings of 30%.
- Analyzed and improved User Experience of company website using Google Analytics to increase conversion rates. 125% month on month sales increase attained in first month of new website release.
- Planned new product launch set for April 2013, designed new website and outlined marketing campaign.
0-5 years of experience
- Led and integrated $1.8B/yr resource forecast, opportunity and risk, and reporting processes for 787 Dreamliner
- Presented integrated financial analysis and recommendations to 787 Dreamliner executive leadership team
- Designed, developed, and implemented proactive improvements to Access/VBA/SQL forecasting and reporting tools, saving 10,000 analyst hrs/yr
- Coached peers across 787 Program to improve resource management process flow, adherence, and results
- Improved peer knowledge and cross-training by initiating analyst-driven training sessions
- Won “Best Implementation” award at Commercial Airplanes Finance “Leanfest” for streamlined financial dashboard
0-5 years of experience
Manage $100M Annual R&D budget for Intelligent Systems Group – ISG (Embedded) – within 2% of spending target
- Manage $10M annual CapEx budget for ISG along with $3M depreciation budget and $40M in assets
- Advanced excel modeling enabling big data management and automation
- Led a strategic project resulting in restructuring finance processes saving 7000 hours/year across 1600 employees
- This also streamlined old investment processes, and consolidated/ improved database for a $460M annual budget
0-5 years of experience
- Established key relationships to assist with meeting the organization’s strategic needs to increase visibility of past due (PD) metrics, reduced PD by 27% versus 2010.
- Provided direction and guidance to develop deferred charges report by project/category to increase visibility and monthly analysis for projects totaling $116MM.
- Implemented monthly process improvement to reduce closing time to identify Freight charges hitting P&L of ~$11MM.
- Evaluated business open commitment report to reduce $2MM open purchase orders (POs) by partnering with project managers to identify invalid POs.
0-5 years of experience
Trained business partners and management throughout various departments to help improve business processes
- Implemented improvements throughout departments with different project management skills including process
- Forecasted and ensured integrity of month-end results to stay within 3% of forecasts for various accounting lines
- Used strong trend analysis to help with problem-solving throughout different departments for ad-hoc initiatives
- Identified reengineering opportunities to save 3 million a year, or 15% in savings over previous forecasts
0-5 years of experience
Taipei,Taiwan
Promoted to oversee the financial reporting desktop procedures and take over month-end closing process.
- Acted as the interim Senior Finance Officer for a six-month period, with accountability for month-end closing and reporting to senior management.
- Managed regulatory report updates; investigated and built new procedures in alignment with regulatory
- Prepared journal entries for month-end closing, including inter-branch and inter-company adjustments of over $1.35 billion and ad-hoc adjustments
- Coached new colleagues and reviewed reports they prepared.
- Calculated and set the hedge requirements for traders based on capital and business results (up to $5 M).
0-5 years of experience
Developed and implemented Site Operations budget for more than thirty divisions. Reconciled and managed G&A budget.
- Partnered with line organizations in developing action plans to achieve operational objectives.
- Analyzed capital improvement projects, facility expenses, investigated variances and budget enhancing strategies for best results. Prepared month and year-end financial reports and partnered with division heads to ensure expenses were within budget and forecast.
- Allocated cost per head and cost per square foot to business units based on proportion of headcount and occupancy.
- Saved the corporation over $12 million over two years by researching and identifying cost-saving lease alternatives
- Identified a $2 million exposure and consulted with business partners to rectify to accurately depict actual reserves
- Drove a 6% improvement in San Jose person year rate by cutting unnecessary and cosmetic expenses
- Initiated monthly meetings with Site Operation departments to provide enhanced intradepartmental communication resulting in more precise monthly expenses
- Performed comparative analysis reports used to assist executives in strategic planning and business improvement initiatives. Reports included the impact of site operation spending on financial performance and recovery dollars
0-5 years of experience
- Developed periodic financial forecast and performance analysis for different legal entities for senior management
- Performed month-end reconciliations for US region to ensure P&L reflected appropriately in financial systems
- Produced daily American trading P&L for all business areas and market wrap for CFO
- Created monthly financial control pack and analyzed provision variances, product control performance for US region
- Designed and implemented state sales/use tax reporting mechanism and coordinated with Research Management and
- Owned and developed audit assessment models, researched complex income apportionment concepts, participated in audit negotiation resulted in over $10million tax saving
0-5 years of experience
Analyzed and prepared budget forecasts for operational internal orders and financial statements including balance sheets,
statements of cash flows, and P&L statements.
- Maintained financial models to evaluate cash flows and expected earnings for M&A opportunities.
- Monitored bids for multi-million dollar contracts.
- Provided ad hoc financial modeling to drive organization profitability and operational efficiencies.
- Organized budget ledgers for Satellite Communication and Communication Security products.
- Assisted in researching aerospace and defense markets and narrowing down acquisition candidates based on financial criteria such as EBITDA margins; recommended 10 best candidates, leading to additional due diligence on 2 potential acquisitions.
- Created and analyzed linear regression models on engineering tools the company owned and leased resulting in rental reduction costs of $400,000.
- Analyzed the cost/benefit analysis of subcontracting environmental testing procedures and calculated that over $1 million could be saved in testing costs annually.
0-5 years of experience
Prepared and reported to program and financial management monthly contract status and department reviews covering over $35M in annual revenue
- Maintained and analyzed monthly actuals, forecasts, and funding limitations across 15
- Supported internal stakeholders by preparing ad hoc financial models to measure impact of business changes to earnings and profitability
- Prepared and submitted monthly customer deliverables such as funding and labor hour
- Responsible for financial controls, including the set up and maintenance of work breakdown
0-5 years of experience
Created a feasibility model analyzing forecasted cash flows to support the decision to pursue a $40 million construction project
- Undertook responsibility of coordinating with the parking and maintenance departments to collect raw data and develop a
- Performed industry benchmarking by analyzing trends and relative cost positioning, resulting with information management can
- Used data analytics to identify trends and make strategic recommendations regarding transportation fleet resources
- Led a structural assessment project to determine the carrying capacity of the airport’s radio to justify requested equipment
0-5 years of experience
Prepared financial statements for Wilmed Healthcare, as assigned and consolidated.
o Competently prepared financial statements for all designated entities, in compliance with generally accepted accounting principles.
o Prepared and input journal entries.
o Reconciled balance sheet accounts and verified expenses on the income statement.
o Investigated inaccuracies.
o Prepared monthly supporting documentation to be used for presentations to Board of Directors.
o Prepared the consolidated financial statements and ensured accuracy of same.
- Served as a resource to hospital management personnel with respect to assigned functions.
- Reconciled bank statement accounts for all entities and all cash accounts.
- Reconciled investment accounts and maintained excel spreadsheets on same.
- Prepared monthly Sales and Use Tax Returns.
- Prepared semi-annual Reimbursement for Sales and Use Tax Returns.
- Participated in the preparation of budgets for all entities.
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Finance Analyst
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
