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Financial Business Analyst Resume Samples
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0-5 years of experience
Consultant Supported corporate effort within the Global Finance Technology group to deliver a number of finance applications to consolidate, reduce cost, and enhance data quality of the bank’s management accounting and financial systems.
- Managed budgeting and resource planning on over 20 projects across several business lines.
- Implemented detailed Excel and Access control reports to track and verify actual time resources booked against projects were aligned with forecast, increasing the accuracy of reporting by 50%.
- Worked on migrating the bank’s Profitability Reporting Facility system to Hyperion Essbase and Business Objects data warehouse platform.
- Developed and communicated new operating model for data warehouse reporting and instances of change to lines of business to support month-end close process.
- Provided training to users on Business Objects and Hyperion Essbase and supported UAT testing.
0-5 years of experience
Controlled and maintained the GL/JE for facilities that ship over $200 million in product annually.
- Prepared sales and financial reports for senior management team.
- Developed and presented high level financial reporting models to department VPs.
- Assisted in development and presentation of QBR’s.
- Developed forecasting/budget models for various business groups.
- Financial evaluator for Six Sigma group that performed process improvement on our facilities.
0-5 years of experience
Significantly increased automation of business processes and modeled financial, consumption usage data in the retail energy industry for FP&A and marketing dept.
- Monitored and reported key parameters including pricing, attrition and forecasting
- Designed predictive models to forecast pricing and usage volumes using R and SQL
- Built, automated and executed reporting processes using MS SQL Server and Python
- Assisted in expanding business in two new states with four new service offerings
- Conducted feasibility analysis of project NPV, demographic dynamics data
0-5 years of experience
Provided a broad base of financial and credit services with the goals of acquiring 100% of the client business
- Conducted monthly information workshops to educate new and potential clients about bank products
- Orchestrated creative marketing campaigns to obtain new consumers with contests and other promotions
- Managed client portfolios valued at $10M and cross sold bank products with goal of exceeding monthly quota
0-5 years of experience
Audited Operational and Revenue Systems to ensure revenue and sales information was accurately accrued, reported, and maintained.
- Prepared and managed annual budget, quarterly outlooks and monthly ad-hoc financial reporting.
- Analyzed operating results, explanation of variances, trend and year to date reporting.
- Prepared revenue accrual and reversing general ledger journal entries.
- Reconciled general ledger accounts, submitting month end close reporting.
- Designed forecasting models to project sales and revenues based on year-to-date results, current trends and estimates agreed with Executive Director of Sales.
- Supported sales management team on all financial issues including processing compensation and performance metrics.
- Communicated results and corresponding improvement recommendations to Vice President and executive team members, following up to influence implementation of action plans enhancing business results.
0-5 years of experience
- Developed pricing models and policies for all lubricants business in Asia, Latin America and US resulting in volume increase of 3.4% from 1999 to 2000 in an industry that grew only 2%.
- Initiated and managed duty drawback program for fuels and lubricants that has recovered $1.6MM of import duties from 1996 to present and led to second Outstanding Contributor Award.
- Uncovered and corrected improper capitalization procedure of new business investments that increased lubricant margins by $1MM in 2000.
- Formulated strategic policy initiatives for worldwide lubricants business as member of Lubricants Management Team that enabled FAMM to meet earnings goals of higher volumes and revenues and lower costs for 1999 and 2000.
- Coordinated tactical, strategic and budget plans and initiated new processes and systems that led to 10% decrease in time to prepare all plans for [company name].
- Undertook review of all lubricant pricing policies and procedures that discovered and closed loopholes, led to stricter internal controls and will be used for ISO 9000 certification initiative.
- Analyzed monthly worldwide performance reports; discovered missing cost data and implementation of procedures to prevent this loss from recurring.
0-5 years of experience
- Directed company-wide performance enhancement initiatives, which yielded 30% sustainable income improvement through expense control, new revenue sources and reduced employee turnover.
- Streamlined internal financial reporting processes, achieving substantial quality improvements and a 20% reduction in cycle time and human resources required.
- Identified, recommended, acquired and directed the implementation of integrated industry specific software allowing senior executives to effectively monitor and control sales production and profitability.
- Implemented cash management program, reducing related costs by 35% and generating new income.
- Played key individual contributor and management team roles in the creation of annual quantitative 5-year financial, human resource and technology plans to guide direction and growth of the business.
- Responsible for monthly financial reporting, cash management, corporate insurance, accounts payable/receivable, employee benefit programs and payroll.
0-5 years of experience
- Provided support for fiscal oversight and management of the Central Training Division, Ethics and Audits Division, and Legal Counsel Division budget portfolios which exceeded $24 million
- Responsible for budget formulation, budget execution, and financial management for a variety of projects
- Performed data mining tasks utilizing Oracle software and other laboratory financial systems
- Interacted regularly with customer base comprised of Group Leaders, Team Leaders, Project Leaders, and other CFO entities
- Developed monthly budget, financial, and ad-hoc reports and interpret results
- Proposed, developed, and implemented financial changes and improvements
- Forecasted and provided analysis of actual to forecast variances
0-5 years of experience
- Provided support for fiscal oversight and management of the Central Training Division, Ethics and Audits Division, and Legal Counsel Division budget portfolios which exceeded $24 million
- Responsible for budget formulation, budget execution, and financial management for a variety of projects
- Performed data mining tasks utilizing Oracle software and other laboratory financial systems
- Interacted regularly with customer base comprised of Group Leaders, Team Leaders, Project Leaders, and other CFO entities
- Developed monthly budget, financial, and ad-hoc reports and interpret results
- Proposed, developed, and implemented financial changes and improvements
- Forecasted and provided analysis of actual to forecast variances
0-5 years of experience
Recommended and implemented IT solutions addressing identified business needs and problems.
- Successfully connected a sales team of over 25 personnel to product management and manufacturing via an automated forecasting process leading to increased information sharing throughout the organization
- Spearheaded annual sales budget process improvements with a goal of better variance tracking
- Elicited business and functional requirements from various stakeholders for change management initiatives
- Played technical role in coding forecast system utilizing VBA, Microsoft SQL and QlikView Script
6-10 years of experience
- Responsible for the development and supporting budget and forecasting models of the home health care agency.
- Trained and supported end users of BI applications, spreadsheets models, and database maintenance of all three agencies in Muskogee, OK, Okmulgee, OK and Oklahoma City, OK.
- Developed, planned, analyzed, and created proposals for management and stakeholders.
- Conducted research on Medicare and state health policy and analyzed its impact on home health care organizations.
- Drafted and reviewed contracts for cost reimbursement and professional services.
0-5 years of experience
Designed a capital expenditure model to facilitate the overall budget process
- Used the designed model to deliver accurate forecast results to key members of the Finance team
- Recommended and implemented successful changes to the corporate forecasting methods
- Prepared profitability analysis of products, customers, business segments, and locations
- Ensured the integrity and completeness of internal and external financial reports
0-5 years of experience
Assisted in conversion and implementation of Manulife applications, resulting in faster release by one quarter.
- Gathered requirements, testing of conversion data and analyzing defects mitigating risks by 10%.
- Automated Derivatives Collateral Process to pull in Bloomberg Pricing info w/ Excel macros saving 5 hours.
- Analyzed derivatives holdings data using advanced Excel functions, pivot tables and Access queries in SQL.
0-5 years of experience
Reviewing and processing the daily Financial Transaction Data Report generated in MSS for new employees who require an Activity Type Code assignment.
- Processing client financial code change requests within the ONEHR(Oracle) system (Responsibility Code, Cost Center, Activity Type, and MSS FP&A POC updates for 116 [company name] companies).
- Responsible for proper code updating, client notification of completion, and general assistance with coding questions.
- Designing, maintaining and updating client online request log database for tracking Data and reporting purposes.
- Investigating, resolving and implementing via ONEHR, COGNOS and subject matter experts client issues related to all of their coding requests.
- All client requests are handled in a timely manner.
0-5 years of experience
- Analyzed financial statements and evaluated budget performance to pinpoint producers operating in negative debt.
- Maintained and distributed Sales Development Allowance reports for approximately 19 Financial Entities.
- Processed financing payments for agents twice a month.
0-5 years of experience
Provided financial support to assist divisional operating group
- Reported actual, forecast and budget data for Corporate Units
- Prepared quarterly tax packet to assist Tax Department with their quarterly reporting
- Reconciled assigned Balance Sheet accounts
- Managed pension balance sheet and expense accounts from 2000 – 2007
0-5 years of experience
- Reviewed and prepared vendor statement reconciliations
- Communicated statement related issues to vendors
- Researched detailed general ledger activity
- Input vendor invoices into a/p system
- Assisted with data collections of time survey
- Conducted research and audit of accounts
10+ years of experience
- Performed financial analysis of potential and existing lending clients to determine profitability, ROI and risk exposure and ‘what if’ scenarios
- Interfaced with clients and accounting professionals to analyze financial statements, performance consolidate client’s financial reports, prepare forecasts, budgets and to ensure accuracy
- Carried and maintained a lending portfolio in excess of $5 million
- Designed forecast models using various financial analysis tools
- Communicated findings to relevant stakeholders
0-5 years of experience
The project involved development of new risk management computation system that would be in compliance with the Basel II accord. The secondary aim was to improve the Cash and Liquidity Management.
- Calculated Credit Risk using parameters like Expected Loss, Probability of Default, and Exposure of Default and Loss Given Default.
- Scoping and designing the new Compliance system including Sanctions, and KYC processes.
- Used Bloomberg systems and Lexis Nexus Risk View as part of Credit Risk assessment.
- Calculated Credit Risk using parameters like Expected Loss, Probability of Default, and Exposure of Default and Loss Given Default.
- Created Ad- hoc reports and presentations for managers.
- Assisted the QA team with Smoke Testing every new version of the build.
Financial Business Analyst Duties and Responsibilities
In order to improve business operations and increase profit, a Financial Business Analyst performs many different tasks. We analyzed job listings for Financial Business Analysts in order to identify these core duties and responsibilities.
Perform Financial Analysis Financial Business Analysts must conduct complex financial analysis to determine present and future performance. Documenting all data and findings thoroughly, the Financial Business Analyst presents findings to appropriate management personnel. Financial forecasting is a crucial part of this process, and is used to aid in budget creation.
Create Budgets The Financial Business Analyst evaluates previous budgets, expenditures, and operational efficiency together with results of overall financial analysis in order to develop and implement future budgets. They monitor a company’s expenditures and profits regularly, ensuring cost effectiveness and making recommendations to management to maximize profits.
Advise Businesses Using results from financial and budget analysis data, the Financial Business Analyst communicates results and presents business recommendations to upper and executive-level management staff. These recommendations may include cost reduction measures, revenue generation ideas, and ways to streamline operations or increase customer satisfaction.
Provide Training As the resident expert in the company’s finances and business operations, the Financial Business Analyst provides financial training and business education to the company’s employees. This training is not comprehensive but rather covers concepts that are relevant to the completion of their jobs and will aid in the overall efficiency of the company. The Financial Business Analyst may also train less experienced financial analysts.
Financial Business Analyst Skills
Highly detail-oriented, Financial Business Analysts possess strong analytical abilities and a quantitative background. In addition to these skills, they must also be great communicators in order to work with, educate, and advice other teams. With the ultimate goal of increasing productivity for the entire company, Financial Business Analysts are phenomenal leaders and highly motivated. Core skills: Based on job listings we looked at, employers want Financial Business Analysts with these core skills. If you want to work as a Financial Business Analyst, focus on the following.
- Having financial or business analysis experience
- Proving strong quantitative abilities
- Demonstrating proficiency in Microsoft Office programs, such as Excel and PowerPoint
- Showing knowledge of standard accounting procedures
Advanced skills: While most employers did not require the following skills, multiple job listings included them as preferred. Add these to your Financial Business Analyst toolbox and broaden your career options.
- High grade point average
- Certified public accountant license
- Experience with a “big four” accounting firm
- Second language
Financial Business Analyst Resources
We searched the Web to find the best industry resources to help you continue exploring a career as a Financial Business Analyst. From thought leaders to industry groups, this list is packed with opportunities to learn, connect and engage. On the Web
Business Insider – Provides popular and up-to-date business and economics news
Accounting Coach – Gives accounting advice as a comprehensive accounting resource
Rortybomb – Offers in-depth financial and political analysis Industry Groups
National Society of Accountants – One of the largest accounting organizations
Association for Financial Professionals – The biggest association for finance professionals
Association of Accountants and Financial Professionals in Business – Organization for finance and accounting professionals Financial Business Analyst Books
Value: The Four Cornerstones of Corporate Finance – Highly rated book on corporate finance
Business Analysis Methodology – A discussion of methods and techniques for business analysis
The Accounting Game – An overview of basic accounting principles
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Financial Business Analyst
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela 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.
