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Financial Analyst Intern Resume Samples
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0-5 years of experience
- Conducted marketing research for both buy-side and sell-side resulting in 17 strong leads.
- Assisted with in-depth small business valuations which increased value by an additional $250,000.
- Generated new clients through cold calling which has led to the closing of a seven figure acquisition.
- Assisted clients to raise capital by seeking out institutions that offer private equity or debt to small businesses.
0-5 years of experience
Managed the central office expenses distribution for all local offices by finalizing income
statements of the past three years.
- Presented income statement performance details to managers and assisted them in making more
- Increased 2015 fiscal year budget precision by studying and researching past data and trends.
- Strengthened vendor relationships by improving vendor information management process through streamlined and systematic documentation.
0-5 years of experience
Implemented system and control enhancements to improve accuracy and efficiency.
- Identified and reduced risks through financial statement analysis and process testing.
- Conducted economic research used to create a presentation that resulted in a county bond rating increase to AAA.
- Monitored and analyzed financial, statistical, and operational data trends.
- Developed financial models for diverse projects and analysis.
- Performed variance analysis versus forecasted budget.
0-5 years of experience
Primarily focusing on a database project called SPRING, in which multiple databases would fall into one new database. Compiled data for annual reports, budgets and cash flows reports from previous databases.
- Gathered Requirements from Managers, Technical Team and Business Users; experience with V-Lookups, Pivot Tables, using Microsoft Excel.
- Analyzed and Reviewed database sales and transactions to ensure proper numbers through auditing and transformation into new SPRING database.
- Created weekly revenue reporting and insights while developing dashboards with key performance indicators and tools to drive incremental revenue.
- Communicated through financial presentations of data findings of financial reports, cost analysis, and revenue.
- Learned about audit reporting as well as analyzing invoices and management.
- Through analysis, created recommendations with Finance team to improve operations through business meetings and the use of Microsoft PowerPoint.
0-5 years of experience
Collaborated with team members in the analysis of Theoretical vs. Actual productivity, which ensured recognition for valued employees. Also assisted with workforce optimization, saving over $120,000 in payroll costs benefitting Starwood.
- Led efforts to maintain current contracts and Certificates of Insurance for all Florida Starwood resorts, which totaled over 200vendors.
- Served as a Finance Lead involved in monthly, quarterly, and annual food & beverage inventory counts. This in part also involved tasks such as sensitivity analysis of estimating cost & revenue.
- Introduced a new Purchase Order process to all Florida Starwood resorts.
- Worked closely with executives in presenting the “Audit Report Card” to ensure all managers are compliant with internal policies and procedure as noted in our hotel finance policies
- Led monthly finance meetings, which included over 10 analysts. Tasks involved creating the meeting’s action plan presented to the DOF and VP as well as collaboration to improve and share best practices.
0-5 years of experience
Performed in depth research regarding company invested stocks and bonds as well as provided recommendations
based on advanced earnings projections
- Produced forward looking models focused on price sensitivity analysis and hedging strategies
- Participated in weekly portfolio meetings involving a portfolio heavily focused on financial and energy securities
- Assisted in preparing reports regarding private equity and hedge fund investments in real estate, pharmaceuticals, and technology to determine investment parameters
- Provided critical analytics for oil and gas development projects, such as evaluating cost of acreage, production, and transportation
- Contributed to various accounting, tax, and legal partnership projects
0-5 years of experience
Conducted extensive research and analysis of data driven trends within the retail and consumer goods industries
- Researched and evaluated the financial data of firms
- Provided the analysis for ROI, and pricing calculations, as well as other comparable metrics used in client advisory
- Led data and information driven research into cutting-edge topics within the retail and consumer goods industries
- Provided research and analysis to enhance client advisory
- Prepared advisory presentations for industry leaders and assisted in the advisory of major product initiatives
0-5 years of experience
Assisted with the preparation of excel models to present how [company name] could benefit potential clients and their current portfolio.
- Executed background checks on current clients and cold called potential clients interested in buying municipal or junk bonds.
- Trained on the responsibilities required to be a trader and the different types of bonds, maturity dates, and yield rates under the Bloomberg system.
- Researched and assessed the performance of different bonds under the Bloomberg system and recommended buy/sell strategy based upon the bonds current and predicted strength.
- Learned about the different roles in a financial services company, which includes bond analyst and bond broker.
- Supported the company with all generic administration tasks from organizing conference calls and meetings as well as formatting Excel files and presentations.
- Maintained an up-to-date inventory list for all the bonds in the company
0-5 years of experience
Supported the documentation process by generating excel reports of financial data
- Facilitated information flow across language barriers
- Developed and implemented Bloomberg application analytics standards
- Reviewed and developed charting options for analytical reviews
- Performed quantitative statistical analysis of data using Zawya Applications
- Learned how to use Zawya applications, which performs quantitative statistical analysis
0-5 years of experience
Analyzed and restructured over $40 million within investment portfolios
- Researched future investments and presented recommendations to Chief Investment Officer
- Assisted in the creation of investment valuation models for clients
- Conducted research on long run market trends and implemented hedging strategies for clients
- Assisted in acquisition of over $5 million in new assets
0-5 years of experience
- Used Excel and Pivot Table to summarize and analyze three years of daily return data of 50 stocks, and selected 30 stocks to form a Markowitz efficient portfolio through correlation method.
- Generated a 7% return increase in this group portfolio simulation project by calculating and analyzing weekly beta and indexes, actively trading, and implementing strategies with other group members.
- Reviewed 5 logistics companies’ financial statements and analyzed their sales revenues, expenses in the past 10 years.
- Calculated liquidity, solvency and profitability ratios of these companies, and used Excel spreadsheet to exhibit ratios and trends.
- Analyzed their historical stock performances and provided extensive financial reports to senior financial analyst for stocks evaluation.
0-5 years of experience
- Analyzed 3 projects ranging from $300k -$500k to maximize ROI
- Performed in-depth analysis utilizing various data sources to forecast future cash flows
- Participated in international teleconferences to insure viability of the office
- Assisted CFO with development of management reports and various analysis for detailed review with departmental leadership teams and individuals
- Maintained database by entering, verifying and backing up data for ROI calculations
0-5 years of experience
Consolidated inventory and asset records and presented findings to Top Management.
- Prepared internal financial reports of company asset ageing and maintenance costs.
- Researched company forecasts and evaluated trend analysis with Sales Force.
- Improved and reduced financial reports for efficiency and manageability.
- Developed financial marketing trend reports.
0-5 years of experience
- Originated pro forma financial statements, revenue projections and growth trend analysis for potential investors.
- Created discounted cash flow valuation and exit opportunity valuation model with detailed sensitivity tables and charts.
- Built financial model for joint venture to show how the company could reach $10 million scale.
- Developed marketing plan and business strategy to expand existing business of GBT. Through data sourcing, data mining and market research, raised company visibility and brand through social media.
0-5 years of experience
Retrieved, cleaned, and organized data on the company database to make the database more efficient
- Analyzed and summarized client 401(k) plans
- Reviewed plan documents and building fiduciary files for employers
- Updated client investment fund lineups and asset amounts
- Participated in conference calls and interacted with key leaders at New York and New England based companies
0-5 years of experience
Developed pricing models to evaluate past trends and forecast future growth and irregularities of the meat industry
- Researched past market trends within the beef industry to develop pricing models to predict future price changes
- Drafted executive memorandum detailing the structure and products of the company for potential strategic investors
- Compiled preliminary information regarding [company name] to better assist partnered investment bank perform minority
- Researched and profiled interested parties for the executive management team
0-5 years of experience
Worked on SAP software, created journal entries, and reclassed costs for research and development
- Organized journal entries and project costs, and prepared transactions for capitalization
- Created a spreadsheet and formulas for a new project the company started overseas
- Prepared files and provided informational spreadsheets for tax purposes
- Developed graphs and displays of past project supply financial trends and patterns involving currency rates
0-5 years of experience
Benchmarked national sewer rates and maintained large datasets for financial models
- Reconciled the Fixed Asset Registry and Work-in-Process accounting for a large metropolitan sewer construction program
- Aided in the completion of an EPA financial affordability analysis and helped to complete the final client deliverable
- Developed a VBA macro for the sensitivity analysis requested in the EPA financial affordability analysis
- Received an offer for a full-time analyst position based on my internship performance
0-5 years of experience
- Reconciled quarterly reports for ship carriers in preparation for company audit at year end
- Filled the vacancy of the senior financial analyst for one month by compiling weekly reports on the state of the company
- Produced presentations for management on the projected activity of six industries worldwide
- Gathered 10 office budgets from various company locations on five different continents and compiled into a master budget for review by management and the board of directors
- Reported to the Director of Finance on the company’s market share for six South American countries
0-5 years of experience
A financial analytics solution company that offers equity research and comparable companies’ data
- Analyzed and validated peers data of 220 publicly traded companies by reviewing equity research published by leading financial institutions such as Morgan Stanley
- Compiled and modeled Comphawk database using Excel
- Performed business valuation analysis on firm’s enterprise value as well as equity value, and managed equity portfolio by tracking stocks’ multiples, daily pricing and weekly return
0-5 years of experience
Reviewed current trends in financial industry and created Executive PowerPoint Presentations.
- Developed spreadsheet models for diverse projects and analysis.
- Identified financial status by comparing and analyzing actual results with plans and forecasts 2-3 years out.
- Recommended actions by analyzing and interpreting data and making comparative analyses.
0-5 years of experience
Created financial models, sensitivity analysis slides for the [company name] Board as part of [company name]’s 5-Year Plan
- Generated multi-variable regression forecasting tool to more accurately and efficiently forecast [company name] Revenues
- Calculated company WACC for use in project and customer analysis
- Introduced risk-adjusted returns to [company name] pricing model to better communicate differing risk of contract structures
0-5 years of experience
Effectively maintained all business sales orders using the MYOB software.
- Managed and supervised the Accounts Payable and Accounts Receivables for the business.
- Accurately analyzed, reviewed and interpreted business profitability data, developing an effective report.
- Successfully reorganized and re-documented all inventory and payroll data.
- Identified weaknesses and delivered productive solutions to increase profit.
- Completed month-end closing of Ledgers for the business.
0-5 years of experience
Reporting to the Finance Manager analyzed and created various budget and forecast models via Excel for cost management decisions by C level executives.
- Used Excel and various reporting sources to update and analyze company stock price and shareholder equity.
- Updated and prepared financial metrics for presentation reports and board decks for discussion at monthly board meetings and quarterly board functions.
- Applied latest methods in financial analysis to the monthly financial close process to produce accurate month end financial reports for consolidation with wider company KPIs.
- Strengthened MS Office skills such as V-lookups, Formula creation, Pivot Tables, Nested Functions, and complex reporting presentations.
0-5 years of experience
- Analyzed client’s small business financial statements and reported findings to SVP of Investments
- Communicated to CFOs responsible for revenues over $100 million and generated 67 leads
- Performed technical analysis and identified alternate indicators for investment opportunities for our clients
- Ranked first among peers in securing the highest number of clients, utilizing interpersonal skills
0-5 years of experience
- Developed a Microsoft Excel database to help manage company-wide benefit packages
- Constructed a monthly employee payroll deductions database prepared in consultation with clients and respective insurance companies
- Managed open enrollment meetings while educating and assisting up to 300 employees
- Provided knowledgeable service to policyholders and support at informational events
- Applied an effective blend of insurance content expertise, technology insight and project management discipline to lead through the development of new business solutions
0-5 years of experience
- Generated comprehensive reports, tables and charts to present client portfolio performances data
- Actively participated as part of a three-member team in developing portfolio strategies and asset allocations for existing and prospective clients to guide investment decisions for the CFA
- Established, reviewed and updated client accounts, and financial plans with NaviPlan
- Recorded and reconciled transactions with QuickBooks and carried out financial research
- Handled other administrative duties such as filing, typing, copying, binding, scanning and writing letters and emails to clients on behalf of the CFA
0-5 years of experience
- Researched the credit market and analyzed lending trends of 10 major banks towards small business loan
- Conducted feasibility analysis and market research of Private Placement Memorandum(PPM) to facilitate
- Collaborated in the setup of consulting blog including 100 questions regarding small business finance
- Contacted local banks for up-to-date information on small business loan programs
0-5 years of experience
- Worked with members of the credit team to evaluate stability of companies with credit limits over $1 million.
- Prepared detailed reports of companies based on evaluation of financial statements,
- Created a module to forecast the impact of rising interest rates on a company’s balance sheet.
- Developed and presented training aids for members of the credit department.
0-5 years of experience
- Analyzed the target companies’ financial reports and internal control during the process of a merger or acquisition
- Used the Discounted Cash Flow (DCF), Public Comparable, and Precedent Transaction Comparable method to perform valuation analysis and composed due diligence & valuation summary report
- Compared the financial statement to GAAP
- Maintained general ledger, checked the expense accounts and balance sheet accounts and made suitable adjustments
- Compiled and analyzed financial information for management
- Created and distributed financial report including analysis of R&D cost and key financial metrics
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[Financial Analyst Intern]
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.
