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Financial Management Analyst Resume Samples
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0-5 years of experience
Managed and provided strategic analysis of the division’s grant financial portfolio, totaling $36m, including reconciliation, preparation of monthly/quarterly financial statements and analysis, compiling journal entries, invoices, reconciliations and NIH/Government regulatory reporting
- Maintained strong business relationships and collaborate effectively throughout the [company name] System and with external financial managers to secure contracts, implement new and amended contracts, and provide financial reporting and analysis of oncology grants
- People manager of the division’s grant administrative team that supported 120 government and private oncology grants and contracts
- Identified $241k in outstanding receivables and followed up on invoicing to receive payment for 90%
- Established and maintained procedures and guidelines for the division’s grant administration
- Prepared operational budgets, financial statements, statistical reports, costs analysis, monthly invoices, and annual reports
0-5 years of experience
Gained recognition as subject matter expert (SME), in charge of reviewing and releasing retiree
payments, involving complex integration of federal law, Veteran’s Administration requirements, and state tax regulations
- Provided continuous leadership and guidance to a team responsible for clearing out backlog of 10K
- Played a lead role in improving division quality rates from 47% to 82% in under six months
- Rendered exemplary service and demonstrated industry expertise that resulted in being selected as vital
0-5 years of experience
Directed all client billing for the Texas Access Alliance project (custom IT build project for the State of Texas totaling $75 million in value)
- Managed the working capital for a Double Diamond client (specifically cash application and receivables reconciliations, including SAP verification)
- Constructed the monthly revenue and expenditure forecast and performed multiple pre-close reports using SAP extracts for variance analysis
- Established self as a subject matter expert in the time reconciliation process with Mercury ITG and Accenture time reporting system, and provided guidance to the Reconciliation team by reconciling over 200,000 hour variance for over 200 employees
- Supervised the Audit Analyst and acted as an ongoing point of reference report
0-5 years of experience
Successfully managed recompetition of the SBIRS Financial Services Support contract. Drafted statement of work, evaluation criteria and evaluated contractor proposals
- Monitored contractor performance and managed invoices and payments
- Managed and executed Research and Development and Missile Defense Agency Funds for the Space Based Infrared Systems (SBIRS) Wing – a funding profile of $1.3 billion
- Briefed leadership monthly on status of financial execution and recommended projects to fund Responded to higher echelon inquiries on funding status
- Coordinated with multiple departments including the Accounting Liaison Office to correct accounting errors
0-5 years of experience
- Provided analysis throughout the lifecycle of consulting contracts in areas of budgeting, invoicing, ad-hoc reporting, and profit/loss management
- Developed forecasts and managed financial performance for 12 projects simultaneously, totaling $60+ million in revenue
- Performed trend and variance analysis on monthly financial statements, achieving actual results within 3% of variance to forecast
- Built pricing models for new business proposals to clients while maintaining target margins
- Presented business data to executives, highlighting opportunities to maximize engagement profitability while adhering to quality standards
- Calculated and processed GAAP-compliant accounting entries using SAP and financial management tools
0-5 years of experience
Lead analyst for BLS cooperative agreements with 100+ state and territory partner agencies
- Coordinator for interagency agreements with the Census Bureau
- Analyzed financial information using Health and Human Services Payment Management System and Oracle automated financial management software to track expenditures
- Prepared reports for senior management, OMB and Congressional staff to forecast future Federal grant funding needs
- Interpreted OMB regulations and provided decisions to public and non-profit organizations regarding uses of federal funding
- Reviewed general ledger entries and reconciled discrepancies between financial management systems
- Wrote financial management memorandums detailing budget variance thresholds for federal programs
0-5 years of experience
Managed financial forecasting and reporting for consulting projects between $1m and $10m in gross revenue
- Created financial models and performed profitability analysis
- Prepared monthly detailed client deliverables
- Enhanced project profitability by serving as a business advisor to project executives
- Performed PMO functions on FFP, cost-plus, and T&M projects
0-5 years of experience
Supported and analyzed contractual data provided to the General Service Administration (GSA) for annual property budget calculations.
- Prepared and reviewed financial information pertaining to real estate tax budgets for the Director of Finance as well as Realty Specialist.
- Audited tax invoices for proper calculation and lease regulations
- Provided assistance and/or administrative support to the Director of Finance.
- Coordinated staff and legal counsel in the development and fulfillment of lease and or contract requirements in accordance with GSA policies.
- Established articulate and close relations with various landlords, in view of taxes for time extensions, payments, and greater expenses for reasons beyond the control of the GSA
0-5 years of experience
Tracked and analyzed current and prior year spending trends on approximately 75 combat systems totaling over $2B, and recommend adjustments in program spending based on findings
- Formulated annual and multi-year budget material and justification for submission to higher DoD authority
- Continually drafted responses to both Congress’ House Armed Service Committee and Senate Armed Service Committee on budget justification questions, successfully defending Ford Class funding
- Served as the Future Carrier’s POC on all modifications and fee changes to the CVN 78 Detailed, Design and Construction Contract valued at over $6B
0-5 years of experience
- Developed the University’s 2014 operating budget and allocated approximately $200M to over 200 accounts
- Tracked the obligations and expenditures of over $350M in operating and research funds to ensure the budgets remained in balance and that all expenses were in accordance with agency policies and federal fiscal laws
- Implemented new procedures for collecting and tracking over $2M annually in indirect costs from federally and privately funded research grants and programs
- Prepared a detailed quarterly invoice of approximately $10M for the Henry M. Jackson Foundation to reimburse the University for operating expenses and personnel costs related to research activities
- Reviewed and approved budget requests in addition to processing quarterly departmental budget increases
- Monitored and forecasted payroll expenses and processed the necessary budget revisions to ensure sufficient funding
- Assisted all levels of personnel with proper budget practices and by answering general financial inquiries
0-5 years of experience
- Assisted in managing a program by producing cover sheets to accept funding, generating account numbers for the disbursement of funds, and researching any overdrawn accounts.
- Utilized 3 computer applications/databases to find leftover funding, analyzing over 500 funding records.
- Earned excellent reviews for 3-month assignments in Human Resources, Auditing, Contracts, and Accounting. Supported professionals with project research, documentation, and information for presentations.
- Prepared monthly and quarterly reports for management using Excel charts and pivot tables.
- Maintained a monthly financial journal, updating account balance information and adding notes from coworkers.
0-5 years of experience
Provided services from the selling phase through contract completion in the areas of GAAP compliance, internal controls, budgeting/forecasting, contract profit and loss management, and advisory services to our customer leadership teams and corporate leadership.
- Assisted with the preparation of engagement, project, and program reporting as well as [company name] internal financial accounting processes.
- Executed tracking and reporting of third-party out-of-pocket expenses, hardware/software costs, client time and expenses against program budget and any other expense charges to program budget.
- Monitored engagement financial status, engagement capital assets and technology rental equipment.
- Performed reconciliation processes, data and report archiving, forecast management activities and contract compliance tracking.
- Effectively managed over $60 million dollars annually of client contracts.
0-5 years of experience
Managed the finances of a $25 million portfolio supporting contracts with the Defense Logistics
Agency
- Assisted with the preparation of project and program reporting as well as Accenture specific internal
- Analyzed contract financial wellbeing and monthly variances and directed Project Management teams to maintain contract compliance
- Monitored and advised on the use of capital assets and technology
- Performed reconciliation processes, data and report archiving, forecast management activities and contract compliance tracking
- Constructed monthly budget forecasting to more efficiently allocate resources
Financial Management Analyst Duties and Responsibilities
The tasks required of financial management analysts differ by factors such as the size and nature of the company. But whether large or small, all businesses want to make money. Thus, financial management analysts everywhere typically get called upon to do the following:
Review Portfolios Knowing where things stand influences future actions. By examining the company’s current investments, financial management analysts gain a good sense of the employer’s financial well-being and can identify what is and isn’t working. They may also spot errors or actions that can improve profits, such as discovering uncollected receivables.
Research Investment Opportunities Financial management analysts want to make good decisions about where money should be invested. Thus, they spend much of their time learning about possibilities. For instance, they may examine how certain types of stocks are performing and look into future forecasts. Financial management analysts also may need to learn about governmental regulations and tax laws applicable to their employer’s industry.
Report Findings Financial management analysts convey information and recommendations to leaders. They may discuss options in meetings, present findings in written documents, create charts, and make similar efforts to aid in understanding. Compiling monthly budget statements and annual reports are common tasks.
Advise Management Since they’re seen as financial experts, people from various departments may come to financial management analysts with questions or concerns. For instance, a leader from marketing may ask for assistance in budget preparation. Financial management analysts also may provide handouts on new company policies, inform colleagues of new governmental regulations, and offer training on matters related to finance.
Financial Management Analyst Skills and Qualifications
As might be expected, financial management analysts are very comfortable around numbers and perform computations with ease. They must be good verbal and written communicators too in order to explain their recommendations to others. Other factors critical to success include:
- Attention to detail – missing information or letting things slip through cracks can lead to poor financial choices that harm the company
- Decision-making– financial management analysts evaluate a great deal of information and use it to make educated choices
- Industry knowledge – familiarity with a range of investment options and a thorough understanding of the benefits and risks of each gives the employer the best odds of achieving desired results
- Computer competency – in addition to using the internet for research, financial management analysts employ technology to handle data and predict outcomes
- Multitasking– financial management analysts receive requests from numerous people and must be able to juggle and prioritize multiple projects
Financial Management Analyst Salary and Outlook
The median annual salary for financial management analysts, according to PayScale, is about $63,000. Workers on the lower end of the pay range earn roughly $45,000, while the highest paid make upward of $102,000. Benefits may include medical insurance, paid time off, and retirement plans. The Bureau of Labor Statistics predicts that employment of financial analysts (a profession very similar to financial management analysts) will increase 11 percent by 2026. People with knowledge of emerging markets may be in particular demand as the global economy continues to grow.
Helpful Resources
Learn more about becoming a financial management analyst with these sources we’ve put together:
Financial Industry Regulatory Authority – this nonprofit dedicated to investor protection and market integrity offers a range of educational opportunities for financial management analysts to gain knowledge and advance their careers
CFA Institute – the mission of this organization is “to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.” In support of this goal, it offers certification opportunities
Analysis for Financial Management – this textbook published by McGraw-Hill Education receives kudos from readers as “down to earth yet informative” and “finance that reads like a novel”
The Essentials of Financial Analysis – discover how to make better business decisions with this book offering in-depth coverage of budgeting, reporting, and understanding the meaning behind the numbers
Financial Analyst Club Worldwide – with more than 150,000 members, chances are someone in this LinkedIn group can answer your questions regarding the profession
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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.
