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Financial Data Analyst Resume Samples
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0-5 years of experience
Advised Marketing Officer on weekly and monthly marketing budgets (including TV and digital media)
- Prepared and developed financial models (e.g. ROVI ) for new products/offers, including several risk analysis
- Revised an existing incentive payout plan, which saved $10K weekly and increased revenue by 15%
- Prepared corporate quarterly and annual financial forecasts and budgets
- Monitored and reviewed BU budgets and expenses, and reduced monthly agent commission expenses by 10%
0-5 years of experience
Lowered energy waste by 12% via energy systems analysis, decreasing operational costs by nearly $22,000
- Collected and monitored energy data throughout the project, tracking the project’s gradual cost decrease
- Utilized Excel and PowerPoint to analyze and present weekly progress updates to senior management
- Improved current monitoring software to automatically signal abnormalities of 10% or more in energy systems
0-5 years of experience
Improved a data integration project to detect financial fraud for Department of State client’s Investigative Case Management System (ICMS).
- Developed MS Excel reports, which identified misappropriated funds through faulty invoices from $104 billion for relief and reconstruction in Afghanistan.
- Provided training to financial investigative agents and analyst using Adobe Pro.
- Provided website format instructions, updates and corrections to programmer staff responsible for departments website.
- Developed human resources reports and briefing binders covering budget, employment status and personnel actions using MS Excel.
- Maintained Procurement Requests (PR) log to ensure lines of accounting were properly used.
0-5 years of experience
Implemented treasury software to reconcile company financial data and bank accounts.
- Supported treasurer with daily cash reconciliation and resolved exception report issues.
- Partnered with Field Management and Store Operations to drive store productivity through monthly sales & payroll goal setting, development of tools and actionable reports, and research on field initiated inquiries.
- Evaluated performance of 300+ stores based on key metrics and identified opportunities to enable stores to meet and exceed their financial targets through increased sales or expense savings.
- Analyzed, created, and supported financial models for Sales, Labor Plan, Bonus and Tips programs.
- Provided analytical support for the company’s long-range strategic plan and overall performance.
- Provided ad hoc analytical and monthly P&L analysis and presentations to the executive team.
- Partnered with CFO on ad-hoc projects.
0-5 years of experience
Reporting to the Assistant Vice President of Data Management, key role in serving both internal and external customers data requirements.
- Prepared and analyzed data to ensure it is structured for accurate financial reporting
- Investigated data issues, debugging and troubleshooting within SAS program code while maintaining data integrity and structured programming logic.
- Worked directly with Equity Methods Customer Relationship Managers and Customers to communicate data needs and issues.
- Built and managed data processes and Quality Control Procedures and SAS Macros.
- Mentored new team members.
0-5 years of experience
Maintained accurate procedures and controls for cash forecast.
- Prepared and published weekly cash disbursement forecast of approximately $200M monthly for GE Energy Products, extracting data from data warehouse.
- Reconciled and published AP Reconciliation of approximately $400M monthly.
- Assisted buyers in the resolution of discrepant invoices to maximize cash discount.
- Trained buyers on unmatched invoices and using AP system.
- Prepared and published weekly Unmatched Invoice Reports, extracting data from data warehouse and business objects. Ensured all data/metrics are completed in a timely manner.
- Maintained confidentiality of information and enforced GE policies/procedures and guidelines.
- Provided support for the Global Sourcing Finance Leaders in completing ad hoc projects (six sigma).
6-10 years of experience
Performed liaison role between data warehouse support team and global finance systems and participated in data warehouse utility improvement projects related to Finance.
- Supported data warehouse management reporting through creation of Business Objects reports and training of end users.
- Ensured data consistency between data warehouse and Hyperion Essbase by daily monitoring of loads and identification / resolution of issues.
- Created and maintained Hyperion Analyzer Sales and Orders dashboard reports which provided information to management of performance versus forecast.
- Ensured financial master data was maintained accurately, timely and consistently in SAP, data warehouse and Hyperion Essbase by reviewing and monitoring key financial data fields and updating as needed.
0-5 years of experience
Member of the Multi Billion private wealth management firm
- Developed financial models using excel macros and data manipulation techniques. Adjusted the excel based models on a monthly basis to incorporate changes in the political and economic environment and hence the assumptions of the models
- Used SQL to extract and sort data from the banks data base to create control groups for our statistical analysis and modeling of the investment and ROI patterns of the gulf region
- Provided support to Banks and Financial institution in modeling their risk with retail and commercial real estate sectors
- Designed, built and used financial and valuation models including DCF and earnings models to assess individual projects
- Analyzed potential transactions and investments, including economic benefits, risks, and strategic and financial impacts
- Increased the ROI of the company by proper valuation methods, correct M&A recommendations and diversification and risk reduction strategies by 5% for 2010 and 8% for 2012
0-5 years of experience
Managed and analyzed maintenance and overtime hours to preserve expenditure controls for Navy ships.
- Monitored, tracked and created Excel based reports on Mission Split Data for Tug Ships.
- Created monthly reports on ships’ spending activities including data for any days, which were spent in excess.
- Tracked and managed CLF database discrepancies and make recommendations for solutions to errors.
- Conducted trend analysis for various ship classes.
- Performed quality assurance on ship databases to ensure that data is reported accurately.
- Trained team members on data collection and reporting procedures.
0-5 years of experience
Monitored client trades on a real-time basis to ensure best execution and prevent insider trading through multiple proprietary software/risk/compliance models
- Reviewed and maintained extensive security master database, providing foundational data for compliance software modules
- Generated best execution reports for client trades, covering fixed income and equities
- Served as lead analyst for insider trading reports, utilizing data analysis and trending to detect trading violations
- Redesigned counterparty risk report to improve risk monitoring controls for clients
0-5 years of experience
Provided accurate and timely financial statement data in Moody’s Financial Metrics (MFM) database which is used in analysts’ credit analysis and rating publications for investors, issuers and other market participants for a portfolio of 250+ companies in various industries including retail, gaming, telecommunications and media.
- Performed and verified accounting adjustments in data to ensure accuracy and comparability of companies in portfolio according to Moody’s rating methodologies specific to issuers’ industries.
- Analyzed and resolved arising issues pertaining to inaccurate data and inconsistent financial ratios.
- Tracked and reported errors in MFM database made by outsourced service providers, and make necessary corrections.
- Participated in various ad-hoc projects to assist process improvements.
0-5 years of experience
- Acquired, organized, refined, audited and delivered financial data to internal and external clients.
- Resolved client issues regarding our structured finance software and financial models.
- Managed a team of outsourcers to assist on the updating of financial models.
- Worked with Financial Engineers and Modelers to implement process improvements.
- Utilized macros and SQL to automate processes resulting in cutting monthly project time by over 50%.
0-5 years of experience
Was responsible for validating and updating financial news on the Bloomberg Terminal, for use by over 300,000 clients worldwide
- Created macros for the purpose of running logic checks on spreadsheet workflows.
- Communicated with various data sources and peers to acquire missing data.
- Constructed and published 2500+ profiles to be used in the profiling function featuring an economic outlook of public and private companies in the United States.
- Interpreted and procured data points from Financial Statements, Balance Sheets, and Legal Reports.
- Researched information sources for recent capital market transactions, IPO’s, etc.
- Was responsible for training other analysts on various projects
0-5 years of experience
Worked with and supported the CEO of SutterSelect and the Sutter Health Controller. Lead Intercompany data integration projects. Wrote and automated reports in Crystal Reports. Designed complex packages in SSIS & SSAS.
- Built complex dashboards that tracked the 86,000 members of SutterSelect. Performed data integration projects for senior account managers. Wrote complex SQL statements and stored procedures.
- Built and maintained several Xcelcius dashboards and aided in the migration from SQL Server 2005 to 2008.
- Designed Finance/Lawson Data Governance solution and SutterSelect’s Issue tracking system in SharePoint.
0-5 years of experience
Provided analysis of income statements, balance sheets, and cash flow statements of publicly traded U.S., Greek, Cyprus, and other Balkan based companies.
- Calculated, interpreted, and analyzed financial ratios.
- Tracked earnings, dividends, and corporate action information.
- Performed data quality checks designed to maintain the integrity of reported data.
- Executed QA tasks on a timely basis to ensure that reports are released per schedule.
- Performed trend analysis to track changes over time for key audience measures.
- Instructed American and Greek clients on questions about U.S. and Greek company financial statements, financial practices, capital structures, corporate actions, financial ratios and valuation models on the Bloomberg terminals.
0-5 years of experience
Worked with modeling and development teams to build coverage of over 8,000 securitized deals
mostly backed by mortgages, student loans, credit cards and autos
- Personally monitored, researched and evaluated monthly performance data for 2,000 deals
- Interpreted data from trustee reports and undertook extensive research to determine which data to extract and how to implement them
- Responded to investor queries on issues related to data provided by Moody’s
- Provided support for rating analysts
0-5 years of experience
Processed credit card applications for more than 30 financial institutions with less than 3% error rate
- Verified and updated customer data
- Prepared written correspondence to customers regarding status and credit limit changes
- Performed monthly audits to check for multiple credit applications
- Blocked & transferred accounts suspected of fraudulent activity
- Reviewed monthly charge-off statements, reconciled balance sheets and updated credit ratings
- Audited accounts to ensure compliance as mandated by the US Attorney General, FTC, and SEC
- Maintained high security standards as required by PCI Standards
0-5 years of experience
- Oversaw vendor reconciliation process generating $300K in new revenue and $10 million in prevented leakage
- Escalated issues per MSCI procedure to 2nd level IT group
- Coordinated with global team to resolve technical issues for clients
0-5 years of experience
Managed and evaluated all data for Claims Compensation Bureau to ensure accuracy and integrity within the SQL databases
- Increased productivity by identifying, evaluating, and creating solutions to application and software
- Prepared analysis of financial data and transactions on a case by case basis to make recommendations based on case relevance and return on investment
- Lead for SAP Business Objects implementation and development of reports specific and relevant for all
- Conducted return on investment analysis for all current securities and non-securities class action recovery
- Utilized Microsoft SQL to manage databases and queried databases to fulfill data requests from all levels of the organization
- Facilitated the [company name] integration of Claims Compensation Bureau by assisting in system and process
0-5 years of experience
- Researched and reviewed 30,000 corporate actions announcements for US and European securities using XSP database, Bloomberg terminal, Fidelity’s Actions Exchange website, FT Interactive Data and other Internet sources. Worked with dividend income, mergers and merger elections.
- Resolved discrepancies in financial data between multiple data vendors.
- Set up and updated related securities data for Global Equities and Capital Markets.
- Handled ad hoc requests between front office users and the Knowledge Management group.
- Trained new hires on research techniques and implemented protocols for database maintenance.
0-5 years of experience
Developed and maintained compensations, bonuses for Loan Officers, Managers, and Regional Managers
- Generated commission statements and provided ad hoc reporting to Managements
- Prepared monthly profit and loss reports
- Worked with complex Access queries, reports, tables, and macros
- Maintained employee compensation information in Access database and Excel spreadsheets
0-5 years of experience
Calculated clients’ trading gains and/or losses using standard accounting principles (LIFO/FIFO analysis)
- Retrieved and imported securities trading data on a monthly basis from multiple custodian platforms such as State Street, BNY Mellon, RBC Investor Services, JPMorgan, etc.
- Performed steps in Microsoft Excel to clean-up, manipulate and standardize trading data into a format that can be imported into a proprietary database of client information for financial analysis
- Analyzed and problem solved data issues in Microsoft Excel and conducted research to determine the best course of action to correct the data
- Communicated with custodians in order to add new accounts and add historical trading data to database for the firm’s monitoring clients
- Utilized Bloomberg’s Data Terminal in order to retrieve securities data, stock splits, name changes, and corporate actions that would affect the financial analysis of the trading data
6-10 years of experience
Performed Bloomberg financial system and analyzed financial data for companies worldwide.
- Researched and provided vital financial data of 10-K, 10-Q for investment markets.
- Analyzed and QA Japanese, Chinese financial reports, and converted them into GAAP, enable the information comparable globally.
- Analyzed M & A, Earnings, and related companies news releases.
- Prepared pricing, foreign exchange rates to Bloomberg system
- Provided global customer service in Chinese, Japanese, and English languages.
- Analysis of company’s earnings, restated earning per share in order to match GAAP requirement.
0-5 years of experience
- Reviewed and processed hospitals’ charges and receipts from the income statement.
- Discussed discrepancies found on income statement with data mining group.
- Selected useful variables from 300 thousands customer database to calculate financial data (WACC, PV, etc.).
- Monitored tables and forms from Excel and Access by using functions such as formula, pivot table, queries, etc. to facilitate
- Compiled all customers new financial data calculated into Excel to make final decision of hospital Average Collecting Rate.
0-5 years of experience
Coordinated pension collection and quality assurance processes
- Led implementation of new projects, creating templates, assigning tasks, standardizing methods and liaising between leaders in various teams and the data management team
- Performed capacity analytics, creating metrics in order to identify inefficiencies in workflow allocation
- Researched and answered queries specific to issues related to Local Governments’ pension reporting
- Configured and adjusted financial and debt issuance data for Water, Sewer and Higher Education entities
- Analyzed detailed Local Government financial statements for signs of potential financial strain and contingent
- Analyzed data from annual financial reports for large pension systems in order to attribute pension liability to individual governments within a large pension system
0-5 years of experience
- Responsible for the daily processes to support the front-end SharePoint sites through back-end MS Access queries and SQL scripts
- Performed data extraction from web-based resources and vendor systems to integrate current updates and report production
- Generated customized templates and reports using MS Excel on capital markets finance and credit risk requirements
- Analyzed malfunctions occurring in the existing database systems and provided recovery solutions for the data corrupted in the process
- Efforts led to efficient process improvement and effective implementation
0-5 years of experience
- Independently managed projects “Economic Impact Analysis of Marathon”, analyzed data with Excel to estimate the costs and revenues of hosting sports event.
- Wrote an in-depth report for local government to facilitate decision making.
- Performed literature review, gathered and interpreted relevant data and information and finished paper drafting on 3 academic projects with professors.
0-5 years of experience
Determined contractual pricing plans and start dates for customer enrollments.
- Generated and reviewed billing statements on daily basis.
- Analyzed sales reports and modified them to help predict future trends.
- In charge of the tax exemption process for incoming businesses.
- Developed a process to enroll new clients into the companies mailing system.
0-5 years of experience
Maintained timely and accurate capture of financial data for companies within the consumer sector
- Applied Moody’s accounting adjustments to statements for credit analysis and research
- Assisted with Rating Methodology updates and performed quality testing on the new templates
- Participated and led outsourcer training sessions
0-5 years of experience
Single-handedly managed all aspects of weekly payroll for entire workforce of 325+ full-time employees and 100+ temp employees, including payment and preparation of weekly, quarterly, and annual payroll taxes, processing garnishments, terminations, and new hires, and preparation of various payroll reports.
- Maintained dozens of Excel files with sensitive data, including monthly master file that detailed millions of dollars in expenses for the farming operations.
- Prepared reports and performed data analysis for all departments, including monthly sales report.
- Prepared monthly journal entries including payroll accrual, revenue reclassification, and inventory adjustments.
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Financial Data 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.
