Fin Acct Analyst Resume Samples
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Fin Acct Analyst Resume Samples
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MS
M Schamberger
Myrtle
Schamberger
61916 Wunsch Green
San Francisco
CA
+1 (555) 325 6817
61916 Wunsch Green
San Francisco
CA
Phone
p
+1 (555) 325 6817
Experience
Experience
San Francisco, CA
Fin Acct Analyst
San Francisco, CA
Kirlin Group
San Francisco, CA
Fin Acct Analyst
- Develop and maintain a working relationship with CRS Business partners, in addition, create a solid relationship across other FRO Teams
- Actively participate in training, communication, process improvement projects as assigned by direct manager in accordance with Citi objectives
- Perform TIA follow ups with project managers
- Perform TIA (Tenant improvement allowances) investigations
- Provide financial support to project managers
- Create solid relationships across the businesses as a value added team player who is sought out by corporate and business unit managers and country leads
- Execute, monitor and control system jobs performed in SMART
Houston, TX
Fin Acct Analyst Charge Outs
Houston, TX
Haley LLC
Houston, TX
Fin Acct Analyst Charge Outs
- Team management
- Lead enhancements testing in UAT, analyze results and provide sign-offs
- Lead (Functional or direct) teams of 5 – 10 Analysts, Senior Analysts or Managers
- Stake holder management
- Perform reconciliations to ensure data accuracy
- Timely execution of day to day operations
- Understand high-level G/L functionality and dataflow for the G/L process
present
Houston, TX
Crown Bolt Fin & Acct Analyst Aliso Viejo
Houston, TX
Bednar-Mohr
present
Houston, TX
Crown Bolt Fin & Acct Analyst Aliso Viejo
present
- 20%-Constructing financial models and forecasting measurers against plans/forecasts
- 20%-Becoming the subject matter expert in a given portion of the business
- 20%-Coordinating with other members of the various teams to review financial information
- 10%-Significant volume of Ad-Hoc reporting
- Provide leadership and manage the area; make decisions, solve problems, develop new procedures or improve them, conduct meetings
- Provide leadership and support management; make decisions, solve problems, develop new procedures or improve them, conduct meetings
- Provide leadership and support management; make decisions, solve problems, develop new procedures or improve them, conduct meetings
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Duke University
Bachelor’s Degree in Accounting
Skills
Skills
- Strong knowledge and understanding in own field or discipline and basic knowledge of other areas of the business
- Good proficiency in Sharepoint, Excel and Access, including working knowledge of formulas, links, pivot tables and queries
- Good proficiency in Excel and Access, including working knowledge of formulas, links, and pivot tables
- Strong analytical skills to handle adhoc queries, ability to work in dynamic environment where process steps are constantly changing
- Basic accounting knowledge
- Self-motivated with the ability to make decisions in the absence of detailed instructions
- Excellent analytical skills and a strong financial accounting background
- Strong Problem solving ability
- Basic knowledge of MS Access
- Understand basic accounting concepts and quickly learn the dynamics of the accounting cycle
1 Fin Acct Analyst resume templates
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1
Fin Acct Analyst Resume Examples & Samples
- Bachelor’s degree in Business, Finance, Accounting or any related field
- Manage team responsible for open, close and/or update systems elements (Accounts, Departments, Customers, Products, etc.) coordinating Month End processes. Perform controls & validation checks on maintenance requests to ensure proper application of accounting principles and adherence to corporate accounting policy. Master technical aspects of systems assigned to this position, performing the role of an SME (Subject Matter Expert) providing technical analysis for day-to-day items, complex issues or filling consultant role to special projects related to the related system. Support, prioritize and coordinate any project/controls needed to mitigate identified risk, roadblocks or issues impacting the Month End Close. Support improvement opportunities, process risks, gaps or any help needed and communicate with business analyst & direct manager in a timely manner. Maintain an efficient, direct and timely communication with direct manager, team members and customers. Actively participate in training, communication, process improvement projects as assigned by direct manager in accordance with Citi objectives. Provide timely and effective feedback. Measure & track performance to ensure team meets committed service level agreements. Provide guidance to the team in resolving day-to-day operational issues. Drive efficiency & productivity among the team
- 3-5 years of experience in Financial or Technology Services
- Prior technical experience with data mining, Business Objects, SQL Server or other analytical tools is desirable
- Proficiency in Excel and Access
- Fluent English (additional languages may be needed due to special customer requirements)
- Deep understanding of the systems under her/his responsibility (SMART, CRC, DSMT, PEARL, P2P, PSGL, etc)
- Excellent organizational and multi-tasking skills
- Prioritization sills
- Ability to develop others
- Understanding of the systems relationships and dependency within the reporting structure
- Delegation skills
- Listening skills
- Business Writing
2
Fin Acct Analyst Resume Examples & Samples
- Open, close and/or update systems elements (Accounts, Departments, Customers, Products, etc.) as required. Create and update the monthly Maintenance Recaps which outlines completed monthly maintenance. Maintain mapping tables and accounting rules, ensuring proper data flow through the several reporting systems in the company. Respond to customer inquiries. Perform any required control procedure as part of the sustaining process. Support, prioritize and coordinate any project/controls needed to mitigate identified risk, roadblocks or issues impacting the Month End Close. Identify improvement opportunities, process risks, gaps or any help needed and communicate with business analyst & direct manager in a timely manner. Create and/or update documentation for the process under her/his responsibilities. Maintain an efficient, direct and timely communication with direct manager, team members and customers. Actively participate in training, communication, process improvement projects as assigned by direct manager in accordance with Citi objectives
- Experience in Financial or Technology Services desirable
- Proficiency in the system under her/his responsibility (SMART, CRC, DSMT, PEARL, P2P, PSGL, Full Suite, etc.)
- Intermediate to advanced English
- Good organizational and multi-tasking skills
3
Fin Acct Analyst Resume Examples & Samples
- 1 to 3 years experience in Financial Services or Shared Services work environment preferred
- Good proficiency in Excel and Access, including working knowledge of formulas, links, and pivot tables
- Good documentation skills
- Self-motivated, takes initiative
- Ability to manage/coordinate small teams
4
Fin Acct Analyst Resume Examples & Samples
- 3 to 5 years experience in Financial Services or Shared Services work environment preferred
- Prior experience with ERP/GL systems (PeopleSoft, SAP, ORACLE or equivalent
- Good people management and motivational skills
5
Fin Acct Analyst Resume Examples & Samples
- Support, prioritize and coordinate any project/Controls needed to mitigate identified risk, roadblocks or issues impacting the Month End Close
- Identify improvement opportunities, process risks, gaps or any help needed and communicate with business analyst & direct manager in a timely manner
- Actively participate in training, communication, process improvement projects as assigned by direct manager in accordance with Citi objectives
6
Fin Acct Analyst Resume Examples & Samples
- Open, close and/or update systems elements (Accounts, Departments, Customers, Products, etc.) as required. Create and update the monthly Maintenance Recaps which outlines completed monthly maintenance. Maintain mapping tables and accounting rules, ensuring proper data flow through the several reporting systems in the company. Respond to customer inquiries. Perform any required control procedure as part of the sustaining process. Support, prioritize and coordinate any project/controls needed to mitigate identified risk, roadblocks or issues impacting the Month End Close. Identify improvement opportunities, process risks, gaps or any help needed and communicate with business analyst & direct manager in a timely manner. Create and/or update documentation for the process under her/his responsibilities. Maintain an efficient, direct and timely communication with direct manager, team members and customers
- Bachelor’s degree in Business, Finance, Accounting or any related field. Experience in Financial or Technology Services desirable.Prior technical experience with data mining, Business Objects, SQL Server or other analytical tools is desirable
- Proficiency in Excel and Access Proficiency in the system under her/his responsibility (SMART, CRC, DSMT, PEARL, P2P, PSGL, Full Suite, etc.) Intermediate to advanced English· Good organizational and multi-tasking skills
- Excellent documentation skills· Self-motivated and proactive
7
Fin Acct Analyst Resume Examples & Samples
- Open, close and/or update systems elements (Accounts, Departments, Customers, Products, etc.) as required. Create and update the monthly Maintenance Recaps which outlines completed monthly maintenance. Maintain mapping tables and accounting rules, ensuring proper data flow through the several reporting systems in the company. Perform controls & validation checks on maintenance requests to ensure proper application of accounting principles and adherence to corporate accounting policy. Master technical aspects of systems assigned to this position, performing the role of an SME (Subject Matter Expert) providing technical analysis for day-to-day items, complex issues or filling consultant role to special projects related to the related system. Be the main point of contact with the customer. Support, prioritize and coordinate any project/controls needed to mitigate identified risk, roadblocks or issues impacting the Month End Close. Identify improvement opportunities, process risks, gaps or any help needed and communicate with business analyst & direct manager in a timely manner. Maintain an efficient, direct and timely communication with direct manager, team members and customers. Actively participate in training, communication, process improvement projects as assigned by direct manager in accordance with Citi objectives
- Bachelor’s degree in Business, Finance, Accounting or any related field. 3-5 years of experience in Financial or Technology Services. Prior technical experience with data mining, Business Objects, SQL Server or other analytical tools is desirable. 2 years experience in the specific system under her/his responsibility
- Proficiency in Excel and Access Proficiency in the system under her/his responsibility (SMART, CRC, DSMT, PEARL, P2P, PSGL, Full Suite, etc.) Advanced English· Good organizational and multi-tasking skills
8
Fin Acct Analyst Resume Examples & Samples
- Knowledge and exposure to financial products is required. Basel experience preferred
- Define, analyze and document business requirements
- Ability to multi-task under strict deadlines demonstrating independent leadership skills
- Exposure to global processes and teamwork across various locations and cultures
9
Fin Acct Analyst Resume Examples & Samples
- Create and distribute customized Basel reports for specific requests
- Perform data mining and analysis to support incoming requests
- Coordination and consolidation of correspondence from countries
- Post, as needed, reconciliation adjustments in order to improve data impacting, as a result, the overall quality of the calculated risk for an efficient Capital for the Bank
- Bachelors Degree in Finance or Accounting (or equivalent experience)
- 4+ years of experience in the finance/accounting industry
- Data Tracing
- Data Mining
- Exposure to financial and regulatory reporting
- Confidence and ability to work with all levels of management
- Work flexible hours
- Work both independently and as part of a team
10
Fin Acct Analyst Resume Examples & Samples
- Prior experience with ERP/GL systems (PeopleSoft, SAP, ORACLE or equivalent)
- Prior experience with data warehouses, data mining, data analysis
- Portuguese language skills
11
Fin Acct Analyst Resume Examples & Samples
- 5 years experience within Finance
- Degree in Business, Finance or Management Information Systems
- 3 years experience in project management is a plus
- Strong analytical skills, data analysis or problem solving
- Experience in the use of data structures, data/information models and data requirements
- Strong oral and written communication skills. Confidence and ability to work with all level of management
- Experience in Financial / Risk Systems and / or supporting PS Data Warehouse infrastructure
- Database and/or warehouse related skills (e.g. SQL)
12
Fin Acct Analyst Resume Examples & Samples
- Bachelor’s degree in business, finance or accounting preferably or equivalent experience
- Financial services or technology experience 1-3- years
- Excel/Access (no indispensable)
- Well-organized
- Adaptability to the changes
13
Fin Acct Analyst Resume Examples & Samples
- Manage team responsible for open, close and/or update systems elements (Accounts, Departments, Customers, Products, etc.) coordinating Month End processes
- Support improvement opportunities, process risks, gaps or any help needed and communicate with business analyst & direct manager in a timely manner
- Provide timely and effective feedback
- Measure & track performance to ensure team meets committed service level agreements
- Provide guidance to the team in resolving day-to-day operational issues
- Drive efficiency & productivity among the team
14
Fin Acct Analyst Resume Examples & Samples
- 4 to 6 years experience
- Complete understanding of relevant Financial Reporting Processes, Data and Platforms
- Increasingly responsible experience with Financial processes and platforms
- FDL Submission Process
- Financial Adjustments
- Suspense Accounting
- Edit Check and Dimension Restriction Clearing
- Quality Check Clearing
- Deeply acquainted with APM
- Pearl Submission Process
- Financial and Management Adjustment
- Transfer Pricing
- Management Reporting Reconciliation and Variance Analysis
- Functional Transfers
- Product and Customer Segment Profitability
- Allocations and Attribution
- Project management/leadership experience is desired
- Pro-active in developing and implementing solutions that significantly mitigate risk
15
Fin Acct Analyst Resume Examples & Samples
- Multitasking capability- Ability to work independently
- Multitasking capability. - Attention to detail
- Ability to manage/coordinate small teams Ability to have coverage flexibility
16
Fin Acct Analyst Resume Examples & Samples
- Assist the Full Suite Implementation and Transition Lead with the Financial Check and Review (Edit Check and Dimension Restrictions) for the Mexico BU's (Business Units)
- Execute and perform the activity plans for implementation of the key components in alignment with the Regional Implementation Lead directions
- Responsible to Reconcile 30+ Mexico BU's against CRC, FRS and Pearl. Responsible to review and Validate all Calculated Lines in Full Suite. Also, responsible for the Back Feed process and validate that all FRS Lines are included in the FDL Burst
- Work and Train the BAU Team and Country Users on Reconciliation and Cleared Edit Checks
- Implement process changes as per R2R GPO directives
- Responsible for the UAT execution. In charge to Open and looks for resolution of all defects
- Deep knowledge of principles, practices and theories of Financial Processes, including
- Variance Analysis
- Management Reporting Reconciliation
- Ownership and Leadership skills
17
Fin Acct Analyst Resume Examples & Samples
- Assist the Full Suite Implementation and Transition Lead with the Allocations Definitions, Review and validation of the numbers for Mexico Allocations in Full Suite
- Responsible to coordinate the changes and updating the metrics required to run the allocations. Validate the results on a daily basis
- Work and Train the BAU Team and Country Users to review the results of the allocations
- Allocation Methodology
- Critical Thinking & Problem-Solving
- Identifies, develops, and initiates innovations and solutions where precedents and procedures may not exist
- Works cross-functionally to solve problems and implement changes
- Escalates problems that require attention in a timely basis
18
Fin Acct Analyst Resume Examples & Samples
- Assist the Full Suite Implementation and Transition Lead with the Financial Check and Review (Edit Check and Dimension Restrictions) for the Mexico Subsidiaries BU's
- Responsible to Reconcile Mexico Subsidiaries BU's against CRC, FRS and Pearl. Responsible to review and Validate all Calculated Lines in Full Suite. Also, responsible for the Back Feed process and validate that all FRS Lines are included in the FDL Burst
- Ownership skill
19
Fin Acct Analyst Resume Examples & Samples
- Assist the Full Suite Implementation and Transition Lead with the Analysis of the Mexico Numbers Like Management Segment, Enterprise Product and PMF Accounts
- Responsible to Analyze all Variances at different levels (Segments / Products / Accounts) and work with the Implementation Team to resolve / fix those
- Work and Train the BAU Team and Country Users on the way to Analyze the Mexico Numbers
20
Fin Acct Analyst Resume Examples & Samples
- Assist the Full Suite Implementation and Transition Lead with the transformation and validation of all reports and EUCs used by Country and BAU Users
- Responsible for all reporting needs for all users using Inquiry Framework for Full Suite and Pearl. Transform and validate that every single EUCs is working as expected
- Work and Train the BAU Team and Country Users on the report generations
- Strong Technical Skills
21
Fin Acct Analyst Resume Examples & Samples
- Fluent in English, other languages are a plus
- PC skills (Excel, Word, Access) Advanced
- P2P, REMS, TGL, CitiGL, People Soft
- Accounting - Finance Experience is a must (3 plus years)
22
Fin Acct Analyst Resume Examples & Samples
- Understand all G/L functionality and dataflow for the G/L process
- Manage the set-up in the system for the Allocation of Intercompany Charge process across sites
- Participate in strategy session with Global Process Owner and Global Process Lead and execution at process level
- Finalizing the overall set-up and planning schedule and agreement with FP&A and Controllers group
- SME contribution / Lead Global projects and align changes required in APS for various initiatives
- Create and maintain Set ups for cost allocation
- Work with business for proper allocation of charges using scientific drivers and Allocable Base
- Resolve queries raised by business and assist in charge allocation
- Coach and guide staff on updating departmental process and procedures, investigations for the field and self-assessment testing
- Advanced in Excel and Access database applications
- Knowledge of PeopleSoft application (Optional)
- Knowledge of system functions
- Solid analysis skills to handle adhoc queries
23
Fin Acct Analyst Resume Examples & Samples
- Manage relationships with key business owners and subject matter experts
- Main point of customer contact for operations F&P and maintenance related questions and day-to-day issues
- Monitor the day to day
- Research and determine causes for breaks and orphans
- Coordinate needed remediation actions with Global Team Operations/F&P/Maintenance
- Maintain APS KPIs
- Bachelor’s degree in business, Information technology, or equivalent experience. Master’s degree a plus
- Prior experience in Allocation Processing System
- Prior experience in operations F&P and Maintenance processes and analysis a plus
- Prior experience with ERP systems parametrization and/or implementation desired
- High proficiency in Excel and Access
- Ability to work independently, results driven
- Ability to multi-task and effectively handle multiple priorities meeting Unit/Business’ deadlines and objectives
24
Fin Acct Analyst Resume Examples & Samples
- Primary trouble shooter for issues faced during the project implementation
- Continuously work with staff and other managers to streamline and automate current Inter-Co settlement procedure within CitiGroup
- Work with other department and line mangers on G/L enhancement projects
- Analyze and reviewing account definitions for G/L to provide proper account treatment for customers
- Knowledge of PeopleSoft application
- Data warehouse / database knowledge
- Experience with query tools (SQL, PeopleSoft Queries)
25
Fin Acct Analyst Resume Examples & Samples
- Fluent English (Written and Spoken)
- Strong computer/software skills (MS Excel intermediate required) (Access Preferred)
- Project role skill set
- Project management/work experience valued
- CPA highly desired
- Prior experience with reconciliation reporting tools and applications highly desired
- Must possess financial acumen and strong knowledge of accounting controls
- Cost & risk aware and seeks out opportunities to reduce it
- Ability to work productively and add value as part of a team
- Ability to research and resolve issues independently
- Must demonstrate ability to effectively build relationships across sites and teams
- Minimum of 5+ years prior relevant work experience required. Extensive experience with various types of general ledger account reconciliations
- Have an excellent track record of analyzing, researching and clearing issues
- Experienced in Business Process Improvements
- Experienced in Projects & Change Management
- Must demonstrate ability to influence others to achieve results
- Must demonstrate innovation capabilities
26
Fin Acct Analyst Resume Examples & Samples
- An understanding and functional capability in Oracle payables systems, including projects, general ledger and payments is preferable
- Microsoft Office Suite software proficiency
- REMS, P2P
27
Fin Acct Analyst Resume Examples & Samples
- Thorough understanding of basic accounting concepts
- Ability to prioritize and Multi-task
- Interaction with all levels of management and diverse customer base
- Project Management oriented
28
Fin Acct Analyst Resume Examples & Samples
- · Bachelor’s degree in accounting/finance. MBA is a plus
- 5 years of proven financial experience on accounts payable, billing, accounting (shared services environment as a plus)
- · Proficiency with MS Office Suite (MS Access, MS Excel, Power Point)
- · Fully bilingual (100% English – Spanish)
- · Strong communication skills and ability to adapt to constant changing needs of the business
- · Self-motivated with the ability to make decisions in the absence of detailed instructions
- · Customer Orientation
- · Attention to details
29
Fin Acct Analyst Resume Examples & Samples
- Education: Bachelor’s degree in accounting/finance. System Engineering is a plus
- 1 up to 2 years of proven financial experience on accounts payable/receivable and reengineering, intercompany process, accounting (shared services environment is a plus) and/or programming (Visual Basic, SQL, Macros)
- English written/spoken intermediate ( advanced is a plus)
- Good communication skills and ability to adapt to constant changing needs of the business
30
Fin Acct Analyst Resume Examples & Samples
- Timely execution of day to day operations
- Prepare and execute manual entries to internal systems (billing files)
- Understand settlement nature and process workflow
- Establish and maintain strong and trusted relationships with customers of high profile (vice presidents, directors, etc.)
- Create and maintain documentation of the different processes and deliverables along with the definition of key controls to reduce/eliminate errors
- Work with Global ICSAS team and provide supporting in several areas related as testing, projects and others
- Identify potential risks areas to establish strong controls and participate in improvement projects as assigned by the businesses
- Experience with payment platforms
- MS-Excel advanced required. (Formulas, pivot tables, macros, etc.)
- MS-Access knowledge desirable
- Peoplesoft Applications knowledge are a plus
31
Fin Acct Analyst Resume Examples & Samples
- Education: Bachelor’s degree in accounting/finance. MBA is a plus
- 5 years of proven financial experience on accounts payable/receivable and reengineering, intercompany process, accounting (Shared Services environment is a plus) and/or programming (visual basic, sql, macros)
- English written/spoken advanced
- Strong communication skills and ability to adapt to constant changing needs of the business
32
Fin Acct Analyst Resume Examples & Samples
- Manage senior stake holder in Controllers and FP&A groups
- BAU management of Revenue Sharing process
- Timely and effective escalation management for any business queries
- Minimum of 5 to 10 years of experience with system operations, accounts payable, Nostro reconciliation or management reporting
- Experience in Finance Operations set-up & in Project Management role preferred
- Result Oriented
- Ability to handle multiple tasks covering BAU and projects with aggressive deadlines
- Basic knowledge of MS Access
33
Fin Acct Analyst Resume Examples & Samples
- Support/Overview of e-Recon Process (Business Day 6 to Business Day 16) for accounts under his/her responsibility
- Proof Ownership and Reconciliation for accounts under his/her responsibility. Perform reconciliation process and proofing of them inside eRecon system, following the related Citi local and global policies and best in class reconciliation procedures
- Actively participate on the eRecon Cycle postmortem meeting reviews in terms of: Aging open Items inside Accounts, Items at Risk ($), Unassigned/Unsubmitted accounts and explanations from the account owners for the Red Accounts and Items at risk
- AD HOC Support to Controllers/BSS GPOs
- Bachelor's degree in Business Administration, Finance, Accounting, or closely related field
- Strong computer/software skills (MS Excel Intermediate Level required – MS Access Basic Level is a plus)
- Familiar with automated accounting reconciliation systems (Fiserv’s Recon Frontier desirable)
- Advanced English (Written and Spoken)
- Project Management/Execution skills basic to intermediate
- Excellent communication and teamwork skills
- Attention to details and accuracy on tasks executed
34
Fin Acct Analyst Resume Examples & Samples
- Serve as an ITBM Billing Dispute Analyst to manage and resolve billing dispute cases
- Support the documentation of current and future state processes, including the Standard Operating Procedures that will be used by all analysts to resolve cases
- Collect and incorporate feedback from customers into future state processes
- Prepare dashboards and other executive communications for senior management to highlight common operational issues that lead to high cases volumes
- Communicate with inventory providers on a monthly basis to review systemic issues raised related to inventory or operational processes
- Strong, proven work ethic
- Ability to work against tight timeframes
- Ability to operate with a high level of autonomy and grasp new concepts quickly
- Highly proficient with Microsoft Office Products (Excel, Access Visio, PowerPoint )
- Display a positive, energetic 'can do' attitude
- An ability to manage multiple tasks simultaneously, with minimal direction
- 1-2 years of Help Desk experience
35
Fin Acct Analyst Resume Examples & Samples
- 3+ Years of experience in Systems Operations, Application/Database Management, and/or consolidated Corporate Financial, Management or Regulatory Reporting
- Experience with Enterprise Applications, SQL, PeopleSoft, Essbase, AutoSys, Unix/Linux, Abinitio and Business Objects preferred
- Needs to be proficient with PC desktop software especially MS Office products
- Ability to work non-standard business hours, including weekends and holidays as determined by the business needs
36
Fin Acct Analyst Resume Examples & Samples
- Review multiple data sources to consolidate data and ensure format consistency
- Perform accounting reconciliations among multiple systems
- Consolidate and report historical data along with the variance analysis of expenses for multiple purposes (for monthly close, forecasting, annual planning)
- Respond to billing issues or inquiries and prioritize them as they arise
- Provide maintenance to assets’ database system (MS-Access)
- Bachelor’s Degree in Business Administration or other related fields
- Technical proficiency desirable in order to manage multiple databases (MS-Access)
- The ideal candidate will have at minimum 5 years of relevant work experience in the shared services industry preferred
- MS-Access intermediate knowledge required (forms, queries, tables’ management)
- Business Intelligence knowledge desirable. (Hyperion, Essbase, Business Objects, etc.)
37
Fin Acct Analyst Resume Examples & Samples
- 100% Bilingual (English-Spanish)
- Knowledge of system functions. Experience with systems implementation is a plus
- Thorough understanding of accounting and financial planning and analysis concepts
- Between 5 and 10 years of proven financial experience on finance or accounting. Shared services is a plus
- Ensure alignment and integration of FRO processes with the other Best in Class components
- Develop an operating model and a supporting system that can be replicated and implemented across Countries/Business within Citi
- Negotiate priorities and defend point-of-views with peer leads of other busiensses/countires
- Drive implementations by motivating and directing the project team
- Ability to foster and develop teams in distributed geographic environments
- Ensure quality and on time preparation of project deliverables
38
Fin Acct Analyst Resume Examples & Samples
- Ensure the timely and accurate preparation of financial adjustments for Software Capitalization. Same accuracy needs to be delivered for daily and monthly report preparation
- Establish and maintain appropriate documentation/controls to esure the integrity of financial, regulatory and management information in line with country records management policies
- Interpret and implement new or modified accounting requirements in order to ensure financial and management reporting are properly identified and addressed in a timely manner
- Provide information and supporting analyses to facilitate annual business reviews, internal audit and financial disclosure requirements. Support the MCA process for their processes
- Serve as subject matter expert on business issues related to the Citi Finance closing process, data acquisition, data enrichment processes, analysis and final submission to the controllers
- Review finance and accounting issues with the countries and provide technical solutions for business requirements. Duties include: Organize and Coordinate meetings during Pre, Month-end and post Month-end process with the Country counterparties and FP&A heads
- Interact with others to ensure alignment and integration, such as Integrated Close initiative and Full Suite implementation
- Submit problem records and the development, testing, and implementation of solutions to resolve production issues; always looking to create a culture of awareness, attention to detail and zero operational errors in the group
- Support the compliance with established MOUs and SLAs. Execute and support internal and external reporting functions for several Citi businesses
- Support migration projects and special requests; work with country partners as required. This role requires the ability to evaluate, recommend and implement solutions to streamline business processes
- Between 3 to 5 years of proven financial experience on finance or accounting. Shared services is a plus
- Contribute to a operating model and a supporting system that can be replicated and implemented across Countries/Business within Citi
- Negotiate priorities and defend point-of-views with peer leads of other businesses/countries
39
Fin Acct Analyst Resume Examples & Samples
- Perform accurate, efficient, and timely Help Desk Administration activities (generate reports, queries, customer support, executing task or metrics) as required
- Communicate and Escalate on time issues and other relevant system deviation
- Provide best in class customer level 1 support as part of the Basel Regulatory Reporting Cycle by supporting issues prioritization, follow ups, escalation and metrics generation
- Gather the customer’s information to determine the customer’s issue by analyzing the symptoms and figuring out the underlying problem
- 1 to 3 years experience in Financial Services or Shared Services Help Desk environment preferred
40
Fin Acct Analyst Resume Examples & Samples
- Process on time the request received on monthly basics
- Analyzed and validate that accounts being used in each of the entries to be posted
- Strong excel/access programming skills ( visual basic, sql, macros) is a plus
- Good customer support on daily basis
- Foster a spirit of teamwork and unity among department members that contribute to overcome disagreement over ideas, conflict and promote prompt conflict resolution
- Contribute to a workplace culture that is consistent with the overall organization and that emphasizes the guiding principles and values of the organization
- Leadership skills or assume the coordination of important projects/ tasks as needed
- Meetings set up and coordination
41
Fin Acct Analyst Resume Examples & Samples
- Develop and maintain a working relationship with CRS Business partners, in addition, create a solid relationship across other FRO Teams
- Further develop a diverse financial talent pool that can meet the demands of a growing team and that will grow to be the next leaders of the organization
- Assure CRS processes are performed with a high level of integrity and quality. Manage the constructions projects workload in order to meet established SLAs and deadlines
- Constantly search for process improvement opportunities on CRS Processes
- Establish and maintain appropriate documentation/controls to ensure the integrity of financial, regulatory and management information in line with Citi records management policies. Continuously review processes and procedures for automation in order to maintain efficiency and accuracy
- Serve as subject matter expert on business issues related to the CRS Construction Projects processes as those relate to: data acquisition, data enrichment, analysis and reporting. Interpret and implement new or modified accounting requirements in order to ensure financial and management reporting are in compliance with applicable accounting and reporting requirements
- Support CRS Business and CRS Controllers on the compliance review of project closures
- Bachelor's degree in finance or accounting
- 3 years of experience in accounting
- Real Estate Accounting experience is desirable
- Fluent in English (C1)
- Intermediate PC skills (excel - intermediate level, word)
- REMS and P2P knowledge
42
Fin Acct Analyst Resume Examples & Samples
- Accounting review of every project, requisition and invoice for CRS Projects
- Ensure controls and compliance for capital projects and expenses
- Reconcile CRS Projects with the fixed assets system
- Perform Projects Closures
- Provide financial support to project managers
- Perform TIA (Tenant improvement allowances) investigations
- Look for Project numbers that fit the TIA requirements
- Ensure TIA requirements and documentation is gathered and send to the TIA coordinator
- Perform TIA follow ups with project managers
- 0-2 years of experience in accounting
- Intermediate level on PC skills (excel, word)
- REMS and P2P Knowledge
43
Fin Acct Analyst Resume Examples & Samples
- Participate of the Quarterly Memo Reporting
- Generate advanced reports
- Consolidate the System metric reporting
- Technical’s degree in Finance or Economic science or Industrial Engineer
- English (A1)
- Portuguese proficiency up to 35% is a plus
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Fin Acct Analyst Resume Examples & Samples
- Execute, monitor and control system jobs performed in SMART
- Monitor, validate and control data input received in SMART
- Monitoring financial transactions related to month end cycle
- Guarantee the system integrity – i.e. strong controls for granting system table access and open new accounting periods
- Communicate and escalate errors to responsible groups and follow up to confirm correction
- Track the system performance
- Business knowledge in order to bring the adequate support
- Be the single point of contact in terms of builds support and technical platform operations
- Consultants of processes for its correct application and use
- Be a key player for projects, application upgrades, testing in UAT and replicating data to production servers working close to production support
- Build and distribute month end reporting schedule and build schedule
- Participate in UAT testing for SMART application
- Participate in COB as a single point of contact for SMART application testing
- Bachelor’s Degree in Business Administration, Industrial Engineering, Technology Support Specialist or other related fields
- Technical proficiency desirable in order to manage multiple system and databases (MS-Access, SQL)
- The ideal candidate will have at 3 to 5 years of relevant work experience in the shared services industry preferred
- In touch – good communication with the operation and technical resources to ensure timely issue resolution
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Fin Acct Analyst Resume Examples & Samples
- Process on time the requests received on a monthly basis
- Analyze and validate the accounts being used in each of the entries to be posted
- Good customer support on a daily basis
- 1 up to 2 years of proven financial experience on accounts payable/receivable and reengineering, intercompany process, accounting (shared services environment is a plus) and/or programming (visual basic, sql, macros)
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Fin Acct Analyst Resume Examples & Samples
- Advanced written and spoken English; all customers are located in North America
- Good communication and negotiation skills; be able to coordinate with the customers
- Intermediate excel; able to execute basic vlookups and pivot tables
- Excellent organizational skills; there are over 2,000 new accounts generated each month, therefore this role requires the candidate to be able to organize in an efficient manner the replies received to ensure that 100% of all accounts have a PO and AO by the close of the cycle. Also follow up is required in different cases, for which the organizational skills are needed
- Basic Accounting skills; the research performed to identify potential Owners in different times requires research in the various softwares (TGL, CitiGL, DBS, Peoplesoft, etc.) in order to identify the journal maker
- Technical or Bachelor’s degree in Accounting or Business Administration
- 2 to 3 years of experience in a Shared Service environment
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Fin Acct Analyst Resume Examples & Samples
- 5+ Years of experience in Systems Operations, Application/Database Management, and/or consolidated Corporate Financial, Management or Regulatory Reporting
- Bachelor's Degree required (MIS, Information Systems preferred)
- Proficient with MS Excel and Access
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Fin Acct Analyst Resume Examples & Samples
- A degree or advanced courses completion in Accounting or Finance
- 0-2 years of Relevant Accounting experience performing general ledger balance sheet account analysis and / or reconciliations in Accounting, Finance or Audit
- Experience with general ledger account reconciliations
49
Fin Acct Analyst Resume Examples & Samples
- A degree in Accounting, Finance or related field (Audit, Programming, Project Management) from FRO Products) OR related business experience. -Two - four years of relevant work experience. - Intermediate to advance English proficiency
- A degree in Accounting or Finace -2-4 years of Relevant Accounting experience performing general ledger balance sheet account analysis and / or reconciliations in Accounting, Finance or Audit -Strong research and analytics experience on remediation of aged balance sheet accounts, difference or open items. -Must be well organized, proficient in excel and experience handling large volumes of financial data on spreadsheets
- CPA is a plus
50
Fin Acct Analyst Resume Examples & Samples
- A degree in Accounting or Finance
- 2-4 years of Relevant Accounting experience performing general ledger balance sheet account analysis and / or reconciliations in Accounting, Finance or Audit
- Strong research and analytics experience on remediation of aged balance sheet accounts, difference or open items
- Must be well organized, proficient in excel and experience handling large volumes of financial data on spreadsheets
- Strong knowledge of their own process and its linkages with other processes and teams (within FRO and with other CSC Products)is a plus
51
Fin Acct Analyst Resume Examples & Samples
- Performs complex assignments as it impacts directly on the business (es)
- Applies specialized field knowledge in monitoring, assessing, analyzing, interpreting, summarizing and/or evaluating processes and information
- Integrates disciplinary knowledge within own specialty area understanding related industry practices
- A degree in Accounting or Finace -2-4 years of Relevant Accounting experience performing general ledger balance sheet account analysis and / or reconciliations in Accounting, Finance or Audit -Strong research and analytics experience on remediation of aged balance sheet accounts, difference or open items. -Must be well organized, proficient in excel and experience handling large volumes of financial data on spreadsheets. - CPA is a plus. - Intermediate to advance English proficiency
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Fin Acct Analyst Resume Examples & Samples
- 4 to 6 years’ experience in Financial Services or Shared Services work environment preferred
- Good proficiency in Sharepoint, Excel and Access, including working knowledge of formulas, links, pivot tables and queries
- Prior experience with ERP/GL systems (PeopleSoft, EBX5, SAP, ORACLE or equivalent)
- Prior experience with SQL Server, Business Objects, Inquiry Framework, or other analytical tools or reporting engines
- Proficient in English a must at least 80%
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Fin Acct Analyst Resume Examples & Samples
- Performing accurate, efficient, and timely processing of operations tasks (uploads, reports, queries, customer support, execute jobs) as required
- Preparing operating calendars as needed and execute operations to published calendars
- Performing any required control procedure as part of the sustaining process
- Supporting and prioritizing and coordinating any project/Controls needed to mitigate identified risk, roadblocks or issues impacting the Month End Close
- Performing accurate, efficient, and timely Help Desk Administration activities (generate reports, queries, customer support, executing task or metrics) as required
- Providing best in class customer level 1 support as part of the Month End Cycle by supporting issues prioritization, follow ups, escalation and metrics generation
- Gathering the customer’s information to determine the customer’s issue by analyzing the symptoms and figuring out the underlying problem
- Maintaining an efficient, direct and timely communication with direct manager, team members and customers. Include being a team player and problem solver
- Participating in training, communication, process improvement projects as assigned by direct manager in accordance with Citi objectives
- Coordinating team activities as needed
- A degree in Accounting, Finance or related field such as Programming, Project Management or related business experience
- Relevant Professional qualification
- Relevant work experience 4 - 6 years
- Proactively takes charge of own training needs and develops training plan
- Proactively discusses career development with matrix direct manager and acts on the feedback
- Participates in Employee Initiatives
- Shows a demonstrated familiarity with Company Values and Contribution with the Company Vision, Mission & Strategy
- Demonstrates ability to implement and endorse Company procedures related to Risk & Control and Migration methodology
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Fin Acct Analyst Resume Examples & Samples
- Provide oversight and direction to the employees in the team in accordance with the organization's policies and procedures
- Empower employees to take responsibility for their jobs and goals. Delegate responsibility and provide regular feedback
- Work with team members in their individual development plans as well as supervise new employee onboarding. Identify opportunities and provide a career development plan
- Foster a spirit of teamwork and unity among department members that contributes to conflict resolution and ideas proposal in case of disagreement
- Create a workplace culture that is consistent with the overall organization that emphasizes on the guiding principles and values of CSC
- Lead employees to achieve great performance, encouraging their contribution through innovation and reengineering in order to meet the organization's expectations for productivity, quality, and goal accomplishment
- Provide effective performance feedback through employee recognition, rewards, etc
- Appropriately communicate organization information through department meetings, one-on-one / Staff meetings, emails, etc
- Over 5 years of proven financial experience on accounts payable, billing, and accounting (shared services environment as a plus)
- Over 5 years of proven supervision experience (6 people or more)
- Portuguese written/spoken is a plus
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Fin Acct Analyst Resume Examples & Samples
- Validate financial data as a result of monthly adjustments (medium to high complexity)
- Coordinate the USGAAP monthly process
- Calculate, prepare and review (checker) Financial Adjustments
- Assess to countries on USGAAP application
- Facilitate Ad Hoc and Special Requests for Financial information
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Fin Acct Analyst Resume Examples & Samples
- Approving system maintenance, inbound / outbound feeds and processing support
- Performing queries and reports on the various system platforms we support as needed
- Ensuring appropriate scheduling and running of daily and month end jobs as needed
- Performing investigations and providing customer support, as needed
- Serve as contact point for a specific set of customers for escalation and communications
- Coordinate roles and responsibilities of a small team within the department
- Ensure an accurate, efficient, and timely processing of operations tasks (uploads, reports, queries, customer support, execute jobs) as required
- Approve operating calendars as needed and execute operations to published calendars
- Create and define any required control procedure as part of the sustaining process
- Coordinate and/or supervise team activities as needed
- Provide feedback to team as needed
- Bachelor Degree in Accounting, Finance or related field such as Programming, Project Management or related business experience
- Relevant Shared Services work experience 4 - 6 years
- Advance English proficiency (oral and written)
- Prior experience with ERP/GL systems highly desirable (PeopleSoft, SAP, ORACLE or equivalent)
- Prior experience with SQL Server, Business Objects or other analytical tools or reporting engines
- Proactively takes charge of own training needs and develops training plan for the team
- Supervisory soft competencies and proven organizational skills
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Fin Acct Analyst Resume Examples & Samples
- Performing queries on the various systems we support
- Scheduling and Running daily and month end jobs as needed
- Performing investigations and providing customer support
- Serve as Operations contact point for a specific set of customers
- Coordinate activities of a small team within the department
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Fin Acct Analyst Resume Examples & Samples
- Ability to articulate own process along with its key controls with appropriate amount of detail to seniors and staff
- Demonstrates effective people management skills; builds trust and confidence within the team
- Always practices meritocracy
- Ability to make presentations at a Center level, thereby enhancing own skills as well as visibility
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Fin Acct Analyst Resume Examples & Samples
- Prepare and upload North America Monthly prepaids and accruals
- Review P2P requisitions financial information (cost code, cost accounts)
- Maintain appropriate documentation/controls to esure the integrity of financial, regulatory and management information in line with country records management policies
- Support Renault implementation and stabilization end to end
- Systems usage: P2P, Pearl-Inquiry Framework, GDW, DSMT, Renault, APS
- Thorough understanding of basic accounting and financial planning and analysis concepts
- 2-3 years of proven financial experience on finance or accounting. Shared services experience is required
60
Fin Acct Analyst Resume Examples & Samples
- Conducts himself in a professional manner, communicates effectively
- Expresses opinions in a positive and constructive way during meetings and 1:1
- Ability to work flexible schedules
- All of the above mentioned
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Fin Acct Analyst Resume Examples & Samples
- Process on time the request received on monthly basics
- Analyzed and validate that accounts being used in each of the entries to be posted
- Strong excel/access programming skills ( visual basic, sql, macros) is a plus
- Good customer support on daily basis
- Foster a spirit of teamwork and unity among department members that contribute to overcome disagreement over ideas, conflict and promote prompt conflict resolution
- Contribute to a workplace culture that is consistent with the overall organization and that emphasizes the guiding principles and values of the organization
- Leadership skills or assume the coordination of important projects/ tasks as needed
- Meetings set up and coordination
- Education: Bachelor’s degree in accounting/finance. MBA is a plus
- 5 years of proven financial experience on accounts payable/receivable and reengineering, intercompany process, accounting (Shared Services environment is a plus) and/or programming (visual basic, sql, macros)
- Proficiency with MS Office Suite (MS Access, MS Excel, Power Point)
- English written/spoken advanced
- Self-motivated with the ability to make decisions in the absence of detailed instructions
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Fin Acct Analyst Resume Examples & Samples
- Process on time the requests received on a monthly basis
- Analyze and validate the accounts being used in each of the entries to be posted
- Good customer support on a daily basis
- Education: Bachelor’s degree in accounting/finance. System Engineering is a plus
- English written/spoken intermediate ( advanced is a plus)
- Good communication skills and ability to adapt to constant changing needs of the business
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Fin Acct Analyst Charge Outs Resume Examples & Samples
- Stake holder management
- Lead Global Calls
- Lead (Functional or direct) teams of 5 – 10 Analysts, Senior Analysts or Managers
- Lead Global Projects (optional)
- Ensure all PLAs are adhered to
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Fin Acct Analyst Resume Examples & Samples
- Provides operational leadership and direction to team(s)
- Actively involved in process improvements & change management within own processes
- Supervises and manages teams
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Fin Acct Analyst FRS GR Consolidation Resume Examples & Samples
- Citigroup Regulatory Reporting
- 5-10 Years of experience in Operations/Database Management and/or Corporate Consolidation preferred
- Knowledge of Client Server technology, Data Warehousing and Reporting/Accounting/Analyst skills
- College Degree in Information Systems, Accounting or Business
- Experience with Enterprise Applications, SQL, Peoplesoft & Essbase preferred
- Needs to be proficient with PC desktop software especially MS Office, Visual Basic is a plus
- Must be able to coordinate and deal with conflicting time demands
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Crown Bolt Fin & Acct Analyst Aliso Viejo Resume Examples & Samples
- 10%-Analyzing current/past financial data performance & prepare reports/projections. Identifying trends & monitor variance in performance to provide actionable recommendations for improvement
- 20%-Constructing financial models and forecasting measurers against plans/forecasts
- 20%-Coordinating with other members of the various teams to review financial information
- 20%-Becoming the subject matter expert in a given portion of the business
- 20%-Combine multiple data sources into comprehensive data tables
- 10%-Significant volume of Ad-Hoc reporting
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Fin Acct Analyst Resume Examples & Samples
- Review and approve the balance sheet account reconciliations before the submission to eRecon, ensuring that reconciliations have the proofing support documentation
- Validate the account submission accuracy and escalate-lead any changes before the eRecon cycle close
- Ensure all the reconciliations without appropriate support documentation are submitted as RED into eRecon system
- Coordinate follow up meetings for the reconciling items aged over 180 days in order to clear them and ensure that they are actively worked
- Coordinate follow up meetings for the red accounts for resolution Coordinate follow up meetings for accounts reported at risk to ensure resolution aligned with action plan and target dates
- Ensure that all red amounts and amounts at risk comments in eRecon are accurate and clearly explains the issues
- Ensure all the balance sheet accounts with zero balance and with activity have reconciliation and are submitted into eRecon system properly
- Support the Proof Owner in the items resolution through meetings with the Account Owners, Comptrollers and Others
- Lead trainings related to proofing methodology and accounting policy to improve the reconciliation quality
- Collaborate with the PO and the team leads in the resolution of outstanding items or differences, inquiry about the submitted accounts or issues to the PO, review the aging of general ledger account items based on the account reconciliations once they have been submitted
- Ensure escalation of balance sheet accounts reconciliation is done timely and it’s documented within the reconciliation
- Knowledge and experience in implementing process improvements, process standardization and automation
- Proactive support with Internal Audit Requests, MCA testing, Accounts Review and other Process and Control Initiatives
- Oversight of Corrective Action Plan remediation
- Promote a controls culture within in Balance Sheet Substantiation team ensuring the escalation of Risks on the Balance Sheet to the BSS Management team in a timely and efficient manner
- Bachelors’ degree in Accounting or equivalent graduate degree (CPA preferably)
- A minimum of 5+ years of total related work experience (accounting preferably)
- Extensive experience with various types of general ledger account reconciliations
- Have an excellent and proven track record of analyzing, researching and clearing issues
- Advanced PC skills including Microsoft Office programs. Microsoft Access and Excel knowledge strongly desired
- Audit Experience a plus
- Fluent English (90%)
- PC Skills (excel, word, access-basic level)
- Effective interpersonal and communication skills, capable of interacting with staff, peers, customers and senior leadership competently and effectively
- Team player, a dedicated person, who has the desire and ability to dig in and driven to get the correct answers regarding complex issues
- Results oriented, capable of working independently and managing multiple tasks in a time sensitive environment
- Ability and desire to learn new processes as needed
- Portuguese will be a plus
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Fin Acct Analyst Resume Examples & Samples
- Accruals control which includes the monitoring of expense´ reserves, the follow up for the ones in balance remaining from prior years, monthly coordination with all the corresponding areas for the process to be followed,etc
- Approvals of records in Alfa, in pass and in full suite
- Account owner as per balance sheet substantiation requirements for the assigned accounts
- Adjustments and control over RIF
- Entries related other compensation items for USGAAP purposes
- Participation in projects such as the ware house for variable incentive compensation and the one address to improve pass to handle fx for Mexico
- Optimization and reengineering of the compensation processes from finance perspective
- Prepare and present the analysis of variances for expenses for pre-month end, during and after the month end process, obtain from areas the explanations that apply
- Support the month end with adjustments be required
- Attend meetings with regional and global teams like the ones related to top sides for RIF, to equity compensation, to benefits, etc
- 5 years in financial institutions, analyzing financials, specially expense behavior and reconciliations
- The role does not demand to directly manage people at the beginning, 1 year of experience managing others given the interaction with many areas of the bank
- Strong knowledge and understanding in own field or discipline and basic knowledge of other areas of the business
- Important knowledge in expenses analysis, prepare and present to more senior people and general knowledge and experience about the financials of a finance institution
- Communication skills and ability to negotiate and effective decisions-making
- Orientations to results and teamwork
