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Financial Analyst Resume Samples
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6-10 years of experience
Managed a $100M program budget and produced a 1% under-run using effective rate analysis on labor, overhead & material cost.
- Partnered with Supply Chain Management to streamline processes and reduced material cost by 5%.
- Assess Risk and Opportunities for functional organizations and Program Management on multiple programs in order to help maximize company margins/profits.
- Partnered with cross functional departments in order to reduced open purchase orders by 55% which resulted in a cost savings of $3.2M.
- Spearheaded & streamlined headcount actuals for 6 separate programs creating an overall savings of 2% due to an effective forecasting model that evaluated actuals versus monthly budgeted forecast.
- Held a secret security clearance
0-5 years of experience
Managed the execution of trade confirmations, reconciliations, and hundreds of cash flow settlements up to $1 billion per transaction
- Implemented new global settlement process resulting in North America team becoming the leading performer globally for open cash items
- Spearheaded “Procedure Convergence Project†and standardized over 50 processes globally by providing coordination across 3 regional teams
- Fostered and developed 5 junior analysts on the team along with devising a new training plan which reduced training turnaround time by 30%
- Built database, which aided in team transitioning to cross-product team, containing information on integral functions and clients’ preferences
- Interfaced with Trading, Sales, Legal, Technology, and Finance teams across the firm ensuring accuracy and completeness of trade execution
- Covered client accounts for bulge bracket banks, asset managers, corporations, and government entities over North America, EMEA, LATAM, and APAC regions
0-5 years of experience
Created budgets with strict guidelines and timetables, ensuring labor and materials costs were minimized by 10%.
- Developed detailed forecast models against budgets based on key indicators, increasing accuracy of short- and long-term earnings estimates.
- Produced financial reports evaluating completed projects, identifying current trends and evaluating variances.
- Compiled data to generate financial statements including cash flow, P&L, and balance sheet for review by management.
- Performed due diligence on new development projects generating over $3.5M in revenues.
- Proficient in data mining methods, extracting relevant information for reports and presentations.
- Prepared ad hoc analysis and performance reports to assist management and sales team in evaluating special projects in a timely manner.
- Spearheaded plan to synchronize business processes and increase communications throughout various levels of the organization using CRM software, reducing lead time throughout entire business process.
0-5 years of experience
Brought about major improvements in several important functional areas while handling multiple roles as a financial manager, general manager, and operations manager for a chain restaurant; managed two accountants.
- Reduced the business’ expenses more than $20,000 in less than a year through the application of my knowledge and experience in business management and finance.
- Supervised and collaborated with staffs to build accurate accounting data for decision-making.
- Analyzed financial activities using Excel modeling (Vlookup, Pivot Tables, Formulas, etc) including the monthly close process, balance sheet account valuations and reconciliations, expense budgeting and forecasting, long range planning, and expense allocations to product lines.
- Monitored and improved controls and accounting procedures where weaknesses are identified.
- Controlled inventory from ordering supplies and merchandise to setting prices.
- Provided sound financial advice on budgeting decisions that support business strategies.
0-5 years of experience
Reconciled Independent System Operator (ISO) invoice to validate calculations of revenues and expenses.
- Reduced energy trading discrepancies by 15% by creating recon process for Energy traders.
- Allocated the net profit/losses to different trading books, energy loads and reporting entities.
- Ensured the integrity of reported revenues and expenses through analysis of trading positions and market price movements by working with commodity accounting personnel.
- Calculated monthly invoices and gathered energy load data for assigned energy company customers.
- Researched and reported disputes to management related to energy trading.
0-5 years of experience
Provided monthly forecast and budget variance analysis to management within Product Development Department
- Analyzed and provided accounting support for Public Retail and Whole Loan securitized debt worth over $10 billion
- Booked monthly journal entries to reconcile over 75 on-balance sheet and off-balance sheet accounts
- Aided in the preparation of 10-Q/K footnotes related to sales/securitization of auto loans
- Provided accounting support for derivatives used in structured funding transactions
- Reviewed detailed securitization transaction documents and FASB letters pertaining to asset backed transactions
0-5 years of experience
Supported the finance team and senior leadership of a $1.2B commercial helicopter development program
- Provided reports, presentations and ad-hoc analysis including annual operating plan budgets, monthly cash forecasts, inventory analysis and profitability forecasts
- Managed a $250M capital budget to ensure assets were procured in accordance with an aggressive schedule
- Evaluated potential capital projects to determine key metrics such as cash flows, payback period, NPV and ROI
- Analyzed supplier contracts and advised negotiation strategies to reduce recurring component costs by 8%
- Modeled anticipated deposits to determine how schedule deviation impacted forward looking financials
- Developed a standardized cost forecasting method to reduce financial reporting preparation time by 80%
- Generated weekly material tracking and labor charging reports and presented the results to management
- Traveled to suppliers to estimate the should cost of parts and evaluated the financial health of new suppliers
0-5 years of experience
Managed a $45 million operating budget, including monthly updates of actual expenses and forecast revisions for 90+ programs/cost centers
- Developed and maintained product line cost reporting including headcount data for 300 heads
- Performed cost accounting functions of month end closing as well as extensive account level analysis for actual/forecast variance explanations
- Developed complicated spreadsheets using advanced MS Excel functions
- Trained two people in Hyperion to assist in month end close process
- Administered petty cash fund
0-5 years of experience
Supported regional client reporting for Latin America including billing, revenue analysis, client profitability, foreign exchange, tracking client purchase orders and special projects with revenues/billings of $70M. Facilitated issue resolution between regional offices and Latin America Regional Headquarters regarding budget reporting, client discrepancies and intercompany balances.
- Improved efficiency and accuracy for Latin America Regional month-end reporting process by 2 days.
- Planned and implemented advertising agency management software conversion.
- Managed all phases of software conversion project.
- Developed training materials and conducted user training.
- Managed technology vendor relationship to deliver effective application solution.
- Initiated and developed policy and procedures to enhance work processes, promote internal controls and SOX compliance.
0-5 years of experience
Assisted executive management in preparing operating budgets for 20 reporting entities
- Compiled inventory reserves by product line for subsidiaries
- Maintained management variance reports of Balance Sheet items
- Prepared management budget presentations for global distribution
- Calculated and prepared commission statements for domestic sales staff
- Collaborated with corporate finance to assist with global P&L analysis
- Aided internal audit and local management with Sarbanes-Oxley audits
0-5 years of experience
Responsible for $2.5m of monthly expenses payable to collection agencies and legal firms for court costs, collector incentive programs and other collection related expenses.
- Created and maintained weekly, monthly and year to date consolidated expense documents for review with senior management and submission to the finance department.
- Transformed the payments process from one that was paper and manually driven to an electronic format that enhanced governance, reduced risk and enhanced internal and external audit compliance.
- Worked with interdepartmental stakeholders to provide ad-hoc analysis, answer queries and escalate any issues with U.S. commission payments and other related expenses.
- Provided monthly updates to senior management using PowerPoint presentations to identify and explain key performance indicators and provide variance analysis.
- Prepared quarterly accruals based on trend analysis and anticipated expense activity.
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[Financial 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.
