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Junior Financial Analyst Resume Samples
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0-5 years of experience
Presented oral and written reports on general economic trends, individual corporations, and entire industries, eliminating investment risks by $500,000.
- Reviewed and analyzed monthly financial data in order to identify problems in daily operations, increasing efficiency by 30%.
- Created a successful sales and inventory monitoring system, increasing inventory turnover rate by 20%.
- Established a new kitchen cabinet pricing system, reducing the overall custom kitchen design process by 30 min per customer on average, increasing customer satisfaction.
- Analyzed financial information to establish business forecasts for use in making management decisions.
- Developed and managed the company’s client database system.
0-5 years of experience
Developed profitability models for clients with investments worth approximately $9MM.
- Assisted in management of approximately $250MM assets under management.
- Evaluated tax liabilities saving clients upwards of $5MM annually.
- Generated applications for investment accounts through a variety of companies such as Morningstar
- Produced 401(k) Comparisons.
0-5 years of experience
Assisted more than 80 agencies in month and quarter and year end book close in SAP BPC system.
- Analyzed Quarterly P&L and Balance Sheet summary Actual vs. Budget vs. Reforecast submission and provided findings to Finance manager.
- Generated monthly trial balance from both Hyperion and SAP BPC for accuracy and comparison for all affiliates.
- Assisted finance manager with planning, preparation and review of all budget and quarterly update submission including all related presentation packages for VP of finance, Controller and CFO.
- Resolved monthly quarterly validation errors on financial statements in asset, liability and tax flow statement.
- Created and managed multiple logs for tracking monthly input for P&L, balance sheet and revenue forecast for more than 80 agencies.
0-5 years of experience
Focused on the daily administration of supplier contracts and supplier rebate denial analysis and resolution.
- Performed analytics and identified production trends in order to provide management with timely and accurate reporting.
- Communicated regularly with suppliers, sales force, and product management to build relationships and resolve issues.
- Provided recommendations to management for process improvements based on analytical findings.
- Used critical thinking, data analysis, research and contract compliance knowledge to provide exceptional customer service.
- Averaged a 99.6% accuracy rating on my completed projects, all with less than a 3 day lead time average.
0-5 years of experience
Prepared reports based on research conducted and utilized the information to give financial advice
- Determined, planned, and oversaw marketing activities
- Developed new and effective techniques for financial planning, thereby rendering better services to clients
- Utilized financial statements of the organization to assist with sales, expenses, and production costs, and also to recommend investments and foresee analyze future profits
- Assessed competitors to enable the company to make the necessary changes in their value delivery mechanisms
- Handled audits and workings for client information support services
- Planned and analyzed on financial analysis using statistical tools
0-5 years of experience
Managed $100 to 500K cash on hand and entered cash receipts to treasury.
- Analyzed corporate and individual accounts as well as bills and data.
- Reconciled financial records and statements with General Ledger.
- Researched and prepared stock predictions based on market behavior.
- Investigated discrepancies and prepared financial reports.
- Internal Auditor duties.
0-5 years of experience
In charge of accounts payable, and expenses incurred. Ensured all payments were 100% accurate with time sheets and supporting documents.
- Reduced accruals by 90%.
- Performed various audit on financial transactions.
- Oversight of capital projects totaling $40 million.
- Worked with Sr. Analyst for successful completion of 2011-2012 Operations, and Capital Budgets.
0-5 years of experience
Periodically forecasted the group’s budget for the next 12 months and worked with global department heads to produce quarterly revenue forecasts
- Prepared PowerPoint presentation for monthly HDC forecast
- Developed a database that streamlines the control of headcount expenses
- Led various reporting efforts for cost and headcount reporting for the group worldwide
- Assisted accounting to ensure proper expense allocations throughout the organization
- Engaged in annual planning for P&L and Capital expenditures
0-5 years of experience
- Analyzed collateralized debt obligations ranging from $1 Million to $600 Million dollars each
- Updated and maintained cash flows for assigned CDOs providing latest information to clients
- Reconciled cash flows and transactions between different accounting and treasury systems
- Submitted trades into treasury system to either sell off or introduce new investments to portfolios
- Checked Moody’s and S&P credit ratings between client files and rating agency websites
0-5 years of experience
- Prepared due diligence of forensic accounting, business valuations, enhanced earnings capacity calculations, lifestyle analysis’ and analysis’ of net worth statements.
- Prepared and corrected C/R journals, C/D journals and bank reconciliations.
- Assisted IT personnel in maintaining and troubleshooting office server.
- Performed extensive administrative duties.
- Oversaw daily duties of high school intern, Winter 2011.
0-5 years of experience
- Performed all facets of Corporate Accounting
- Supervised Junior Financial Analyst, A/P and A/R personnel
- Analyzed and prepared monthly financial statements for two Independent Physician Associations (using IBNR model to estimate liability)
- Analyzed revenue and expenditure fluctuations, monitored fee-for-service costs, and made graphic presentations to the Board of Directors monthly
- Supported the financial standing of the physician’s network in order to distribute bonus income based on performance within the IPA
- Performed and distributed network-wide pharmacy reconciliation monthly
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Junior 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.
