Accountant / Financial Analyst Resume Samples
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Accountant / Financial Analyst Resume Samples
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SS
S Swift
Sasha
Swift
673 Harber Prairie
Los Angeles
CA
+1 (555) 716 7057
673 Harber Prairie
Los Angeles
CA
Phone
p
+1 (555) 716 7057
Experience
Experience
Chicago, IL
Accountant Financial Analyst
Chicago, IL
Simonis, Strosin and Douglas
Chicago, IL
Accountant Financial Analyst
- Make recommendations for process improvements/efficiencies
- Provide support to Transition Team members as necessary. Lead projects as assigned by management
- Create and distribute reports that include both Cash and Asset breaks to several levels of management
- Working knowledge of Microsoft Office
- The incumbent works under general supervision
- Working knowledge of MS Office and personal computers
- Work with business lines to understand their business and identify risk issues associated with T&IS
Detroit, MI
Accountant / Financial Analyst
Detroit, MI
Osinski LLC
Detroit, MI
Accountant / Financial Analyst
- Preparing timely, accurate and comprehensive periodic reports and analysis to assist Residential Mortgage management in decision making
- Perform other related duties as requested by management
- May perform other duties upon request from management
- Will also perform other related duties as requested by management
- Assist management and T&IS training team promote education of industry processing
- Partners with shared service functions to create annual budgets and quarterly forecasts. Analyzes actual results and performs trend analysis
- Prepare forecasts based on historical financial data and knowledge gained from working with and supporting field finance and operations management
present
Dallas, TX
Senior Accountant / Financial Analyst
Dallas, TX
Gaylord, Quitzon and Senger
present
Dallas, TX
Senior Accountant / Financial Analyst
present
- Provides timely feedback and responses to inquiries from Regional Vice Presidents, District Operations Managers, Facility Managers and other field staff
- Provides timely feedback and responses to inquiries from Area Vice Presidents, Regional Operations Directors, Facility Managers and other field staff
- Build financial models in Corporate Performance Management systems and evaluate business issues
- Provide assistance with annual internal property audits nationwide
- Assist Finance Manager and Corporate Finance Team with Month-End Close, Monthly Forecasts, Annual Budget, LRP/Strategic Planning and Financial Modeling
- In order to evaluate issues in the business, build financial models in Corporate Performance Management system
- Special Projects:Actively participates in key team-wide or department-wide initiatives to improve overall performance and support strategic initiatives
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Emory University
Bachelor’s Degree in Accounting
Skills
Skills
- Advanced level of Excel; work knowledge of PowerPoint, Word
- Hyperion HFM, Essbase or other main ERP system experience
- Strong interpersonal and communication skills, with the ability to interact effectively with internal and external business partners at various levels
- Result-oriented with the ability to work independently, in a team environment, and facilitate execution across multiple teams and functions
- Acting with a mindset for continuous improvement as well as accountability for driving process effectiveness and efficiency
- Strong end-user computing skills
- Excellent verbal and written communication skills
- Demonstrated problem solving ability
- Ability to read and interpret technical research and reports and apply information to specific business situations
- Strong organization skills
6 Accountant / Financial Analyst resume templates
Read our complete resume writing guides
1
Senior Accountant / Financial Analyst Resume Examples & Samples
- Assist in reconciling variances between Actuals to Budget, Forecast, and Prior Year, providing explanations for the cause of fluctuation in expectations
- Assist Finance Manager and Corporate Finance Team with Month-End Close, Monthly Forecasts, Annual Budget, LRP/Strategic Planning and Financial Modeling
- Conduct financial research, analyze financial performance against objectives, and determine emerging financial trends. Identify risks and opportunities for Flash Forecast submissions
- Provide in-depth financial analysis and reporting on capital projects and management of site lease expenses
- Perform ad hoc analysis and reporting as required to support the financial needs of the business
- Perform internal controls and standards to ensure data integrity is maintained
- Ability to be proactive and resourceful (anticipates issues and draws conclusions from financial data)
- Ambitious, independent and self-starter with strong business acumen and customer service skills
- Strong Excel skills in data compilation and aggregation (e.g. pivot tables, v-lookup and macros)
- Ability to conceive creative ideas to solve problems and meets objectives
- Ability to meet tight deadlines and juggle multiple projects
- Bachelor’s degree in Business, Finance, Economics or related field required
- MBA degree a plus
2
Accountant / Financial Analyst Ii Trust Cyzt Resume Examples & Samples
- Bachelor's Degree or in lieu of degree 4 years’ accounting, auditing or relevant bank experience
- Good customer service and teamwork skills
- Experience in Defined Employee Benefits, Trust and Securities Industry
- Self- directed, highly organized, able to pursue goals as part of a team
3
Accountant / Financial Analyst Ii Cw Resume Examples & Samples
- Ability to work under time constraints
- Self-directed, highly organized, able to pursue goals as part of a team
- One to two years accounting, audit, or financial institution experience preferred
4
Cost Accountant / Financial Analyst Resume Examples & Samples
- This position requires excellent analytical, verbal and written communication skills necessary to interact with personnel ranging from clerical staff to more senior management
- Ability to work both individually and as a member of a team
- Ability to maintain professional composure in a dynamic work environment that often requires management/completion of multiple tasks
5
Accountant Financial Analyst Resume Examples & Samples
- To develop and promote a strong risk and compliance awareness culture, promote a self-assessment approach to identifying and managing risk, validate that critical points of identification, control and reporting are in place and analyze sources of errors, losses and near misses
- Bachelor's degree in Accounting or in lieu of degree 4 years’ accounting, auditing or relevant bank experience
- Good PC skills with thorough knowledge of Excel and other software programs utilized by department
- Flexibility to support multiple business lines
- Knowledge of GAAP
6
Senior Accountant / Financial Analyst Resume Examples & Samples
- Develop key financial metrics and reconcile/analyze information against those metrics
- Create financial models to support business issues and decisions
- Assist with the annual expense budgets and forecasting
- Prepare variance analysis on budgets
- Prepare and review journal entries
- Prepare and review account reconciliations
- Recommend proper treatment of issues in accordance with GAAP
- Contribute to timely reporting requirements
- Help with various special projects as needed
- Degree in Accounting, required
- GPA of 3.0 or higher, required
- At least two full years of experience, required
- Strong excel abilities, required
- CPA or parts passed, preferred
- Public accounting experience, preferred
- OR large corporate accounting experience, preferred
- Knowledge of database management, preferred
7
Accountant / Financial Analyst Resume Examples & Samples
- Participate responding to audit for requests for sample selections
- Play an active role in the teams self-audits that are performed to ensure adequate controls are in place to mitigate risk and validate controls
- Analyze processing forms and make recommendations for changes to eliminate errors and roadblocks
- Assist management and T&IS training team promote education of industry processing
- Other related duties as requested by management
- Bachelor's degree in Accounting or in lieu of degree 4 years' relevant work experience
- Good PC skills with thorough knowledge of Excel
- Solid oral and written communication skills
- One to two years accounting, auditing, or bank experience preferred
- Knowledge of software programs utilized by department
8
Senior Accountant / Financial Analyst Resume Examples & Samples
- To ensure timely completion and accuracy, reconcile and analyze data
- Aid in the generation of key financial metrics and reports
- Use financial systems to develop and update key reporting tools and outputs
- In order to evaluate issues in the business, build financial models in Corporate Performance Management system
- Provide assistance with annual internal property audits nationwide
- Offer feedback and suggestions to improve operational processes
- On an annual basis, prepare and update expense budgets
- Continually analyze budget versus actual performance
- Research and suggest proper GAAP treatment for more complex issues, specifically in relation to acquisitions, mergers, or development projects
- Perform additional duties and projects
- At least two years of accounting and reporting experience
- Developed Microsoft Excel skills
9
Senior Accountant / Financial Analyst Resume Examples & Samples
- Monthly journal entries
- Assist in the daily operations of the accounting department with the general accounting
- Year-end process
- Big 4 experience
10
Accountant / Financial Analyst Resume Examples & Samples
- Timely correspondence with both internal and external parties regarding the transition of accounts into and out of the Trust and Investment Services department
- Prepare various reports to management
- Secure appropriate legal documents from Relationship Managers, Administrative Officers and clients
- Ensure M&T/Wilmington Trust Compliance standards are followed
- Provide support to Transition Team members as necessary
- Lead projects as assigned by management
- Bachelor's Degree or in lieu of degree 4 years' accounting, auditing or relevant bank experience
- Experience in defined employee benefits, trust, and/or securities industry
- Knowledge of pensions, 401K's, ERISA, etc
11
Accountant / Financial Analyst Resume Examples & Samples
- Prepare various reports for Management
- Secure appropriate legal documents from Relationship Managers, Administrative Officers and clients. Ensure M&T/Wilmington Trust Compliance standards are followed
- Bachelor's Degree or in lieu of Degree, 4 years' accounting, auditing or relevant bank experience
- Good PC's skills with thorough knowledge of Excel
- Demonstrated verbal and written communication skills
- One to two years’ accounting, auditing or bank experience preferred
- Experience in Trust and/or Securities industry
- Knowledge of legal paperwork
12
Senior Accountant / Financial Analyst Resume Examples & Samples
- Financial Close:Actively involved in the financial close process including both supervising and preparing calculations, reconciling data from source systems, gathering all information necessary to prepare or review accruals, reclassifications, journal entries and journal vouchers. Responsible for identifying and summarizing significant variations and key highlights
- Periodic Reporting:Prepares and reviews both internal and external reports and presentations including the progress report, annual report, bank reporting package, mutual fund board of director reporting package and other similar reports. Responsible for review and calculation financial advisor deal (upfront and back-end) payments and branch manager monthly, quarterly, and annual payments including communication of payments to payroll, impacted associates, and the business unit
- Team Management/Development:Responsible for the management and development of interns including activities such as recruitment, performance management, training and career guidance
- Controls: Responsible for supervising general ledger account reconciliations, preparing audit requests and providing other controls information as necessary
- Financial Reporting: Prepares the consolidated US GAAP financial statements including the performance of both foreign and domestic consolidation and translation procedures
- Financial Systems:Interacts with the Finance Systems Team supporting the PeopleSoft system interfaces and report layout and development. Assists in the testing and implementation of system fixes and enhancements
- Special Projects:Actively participates in key team-wide or department-wide initiatives to improve overall performance and support strategic initiatives
13
Senior Accountant / Financial Analyst Located Resume Examples & Samples
- Maintain financial statements for multiple general ledgers throughout the month, quarter, and year-end close
- Review property level general ledgers and supporting schedules for accuracy and appropriateness
- Work directly with client to identify and resolve issues
- Prepare monthly and quarterly financial statements, tables and exhibits timely and accurately for client reports, annual plans and other external communications. Prepare cash flow projections and review property level budgets and performance
- Properly record development construction draws and equity funding transactions
- Assist in preparation of performance returns and IRRs in accordance with industry standards
- Support the Sr. Accountant in lease analysis, reconciliation of funding transactions, and cash distributions including, preparation of client bank account reconciliations
- Ensure facility management and advisory fees are calculated in accordance with the respective agreements
- Prepare year-end account analyses, trial balances and audit schedules and assist in the efficient and timely completions of audits by external accountants
- Respond promptly to client requests for supporting financial information and ad hoc reports
- Communicates financial and operational performance results, and participates in the development of formal recommendations and presentations to client's leadership team and business partners
- Special projects and other functions as required by manager or client
- MBA or Bachelors in Accounting / Finance
- 3 to 7+ years of corporate accounting experience for a mid to large size companies
- Software: Excel (Pivot Tables, vLook-ups) and or any type of ERP system experience would be helpful – Any direct experience using ESSBASE or Hyperion would be helpful, but not required
- Excitement for learning new Business Analytics tools to increase reporting and producity in reporting (client purchased Tableau and would like this person to learn and help implement to the benefit of the company and client they service)
- Ability to work on multiple projects with good attention to detail and ability to stay organized
- Drive and Persistence to handle technical GAAP issues in a fast-paced environment
- Demonstrated ability to learn new financial systems and use provided tools to streamline accounting and or finance procedures and functions
- Ability to adapt quickly to new challenges, increase business growth, and or new policies and procedures outlined by company
14
Accountant Financial Analyst Resume Examples & Samples
- Process all instructions received
- Determine and accurately process appropriate tax consequences
- Verify other processors work to ensure proper posting
- Thorough knowledge of personal computers, including Excel
- Proven analytical and organizational skills
- Ability to work independently and research and resolve problems
- Solid knowledge of securities industry
15
Accountant Financial Analyst Resume Examples & Samples
- Extensive use of a variety of independent sources to verify market data
- Verification of work processed by outside vendor and other members of the group, to ensure total accuracy
- Perform other related duties as requested by management
- The incumbent works under general supervision
- Bachelor’s Degree in Accounting or Finance or in lieu of degree four years’ relevant work experience
- Working knowledge of MS Office and personal computers
- Knowledge of SEI
16
Accountant Financial Analyst Resume Examples & Samples
- The candidate will be responsible for monitoring all procedures and control changes
- Work with business lines to understand their business and identify risk issues associated with T&IS
- Create and distribute reports that include both Cash and Asset breaks to several levels of management
- Oversight of monthly, quarterly and yearly processes in T&IS
- Work directly with multiple audit partners both internal and external
- Bachelor’s Degree in Finance or Accounting or equivalent in work experience
- Minimum three years’ experience required
- High level of PC competencies (Excel, PowerPoint, Word, Access) and mainframe applications as necessary
- Ability to multi-task and prioritize workflow
- Deadline oriented and results driven
- Ability to travel about 25% of the time
17
Accountant Financial Analyst Resume Examples & Samples
- Provide support to Transition Team members as necessary. Lead projects as assigned by management
- Bachelor's degree or in lieu of degree 4 years’ relevant bank experience
- Experience in Defined Employee Benefits, Trust, and/or Securities Industry
- Self directed, highly organized, able to pursue goals as part of a team
- Knowledge of the SEI Trust accounting system
18
Accountant / Financial Analyst Resume Examples & Samples
- Prepare various reports to Management
- Secure appropriate legal documents from Relationship Managers, Administrative Officers, and clients. Ensure M&T/Wilmington Trust compliance standards are followed
- Bachelor's degree in lieu of degree 4 to 5 years’ accounting, auditing or relevant bank experience
- Knowledge of Pensions, 401K's, etc
- Self-directed, highly organized, able to pursue goals as a team
19
Senior Accountant / Financial Analyst Resume Examples & Samples
- Reconcile and analyze data to ensure accuracy of key financial information
- Research and recommend proper GAAP treatment for complicated issues that may arise relating to mergers, acquisitions and development projects
- Assist in the generation of key financial metrics and reports
- Utilize financial systems to develop key reporting tools and outputs
- Build financial models in Corporate Performance Management systems and evaluate business issues
- Assist with annual internal property audits across the U.S
- Prepare and update expense budgets annually; analyze budget vs actual performance on an ongoing basis
20
Accountant / Financial Analyst Resume Examples & Samples
- Deliver accurate and timely financial information for month-end close and periodic external & regulatory reporting; support assigned accounting duties through effective, efficient and regulatory (SOX) compliant finance processes, and in accordance with GAAP, bank policy and guidelines
- Analyze financial and credit quality reporting results for reasonableness and accuracy, including identification and explanation of key business drivers of variances
- Coordinate financial & operational audits and regulatory exams as assigned
- Update process and procedure documentation for the functions responsible for on a regularly basis
- Work with management and team members to evaluate and recommend process automation improvements with respect to internal systems, processes and practices
- CPA or advanced degree preferred
- 2-5 years related work experience, preferably in financial services industry
- Advanced level of Excel; work knowledge of PowerPoint, Word
- Hyperion HFM, Essbase or other main ERP system experience a plus
- Strong interpersonal and communication skills, with the ability to interact effectively with internal and external business partners at various levels
- Result-oriented with the ability to work independently, in a team environment, and facilitate execution across multiple teams and functions
- Acting with a mindset for continuous improvement as well as accountability for driving process effectiveness and efficiency
21
Senior Accountant / Financial Analyst Resume Examples & Samples
- Responsible for month end closing by preparing and entering closing journal entries
- Analyze month end results and consolidate variance explanations
- Prepare, coordinate and distribute monthly, quarterly and annual consolidated reporting package to internal management and VF Corporate; assist in preparation of quarterly reporting presentations to VF Corporate
- Assist with monthly forecast, annual budget process and the 5 year strategic plan process
- 3-5 years experience in Financial Analyst/Accounting position
- Bachelor's degree in business with major in Accounting and/or Finance
- CPA pr CA license preferred
- Advanced query experience
- Desirable attributes include consistent ability to set and accomplish goals, strong work ethic; demonstrated competency; ability to handle and resolve to completion, complex issues
- Excellent communication skills- oral, written and presentation
- High level of integrity
- Ability to work under pressure and meet deadlines within a fast paced environment
22
Accountant / Financial Analyst Resume Examples & Samples
- Assists in the preparation of market value file uploads and analysis of rejected items
- Will post limited partnership trades at the request of the middle office and will analyze any problems resulting from trade postings in order to resolve issues
- Performs various accounting functions to include, preparing general ledger entries, various analysis reconciliations, accounting principles, and bank regulatory requirements
- Performs coverage within mutual fund, DTC, FED and money market processing
- Will also perform other related duties as requested by management
- Bachelor's Degree in Accounting or in lieu of degree four years relevant work experience
- Minimum one to two years accounting, auditing, or bank experience preferred
23
Accountant / Financial Analyst Resume Examples & Samples
- Preparation and analysis of daily reporting
- Monitoring of a shared mailbox to ensure all inquiries are answered in a timely and accurate manner
- Work closely with an outside vendor to relay requests from business units for processing
- Perform self-audits
- One to two years accounting, finance or securities operations experience preferred
24
Project Accountant / Financial Analyst Resume Examples & Samples
- Update, maintain and report on project budgets and forecasts on a regular basis
- Analyze project budget variances and performance indexing
- Develop, update, maintain and report on project cash flows
- Complete project budget financial reconciliation
- Review monthly invoices and change orders and reconcile against project budget
- Prepare monthly reconciliation and report on project holdback and project recovery status
- Work with an independent audit firm for financial system and budget audits
- Produce monthly project financial reports
- Assist in preliminary dispute analysis and data gathering
- Assist in the capitalization of assets that meets IFRS standards
- Assist project controls in development of ad-hoc financial reports
- Responsible for contingency reconciliation against change orders and budgets
- Respond to and assist in meeting information and analysis requests from the Transportation business unit; and
- Post-secondary education from an accredited university or college in accounting or finance
- Accounting designation or working towards a designation
- 5+ years’ financial analyst experience in the engineering consulting or construction industry
- Previous experience in project accounting and financial analysis
- Good communication and documentation skills with excellent interpersonal skills
- Conscientious worker, who can work independently or in a team setting with minimal supervision; and
- Must be able to prioritize workload and work with deadlines on short notice
25
General Accountant / Financial Analyst Resume Examples & Samples
- Gather all invoices from other business units and work with location counterparts to prepare the monthly journal entries of intercompany allocations
- Analyze Corporate billings and communicate with business unit contacts to confirm expense and asset accounts to be used in the preparation of the monthly journal entries of corporate charges to be billed out to business unit locations
- Prepare and enter multiple month-end journal entries in the system in addition to those already mentioned above
- Upload the trial balance into HFM, maintain the mapping table and generate the HFM financial statements each month
- Prepare and publish the daily and monthly Sales report
- Perform daily cash clearing and monthly bank reconciliations
- Calculate monthly commissions due to sales representatives
- Compute quarterly and annual customer rebates
- Monitor and maintain small amount of fixed asset and software additions, transfers and disposals of the business group
- Take on the responsibility of calculating the quarterly tax stream and prepare the quarterly and annual Corporate reports
- Track demo inventories
- Distribute on a regular basis the invoices to sales representatives
- Process coupon rebates and perform coding of accounts payable in the system
- Support the ad hoc analysis requested by the point of contact usually related to sales, commissions and rebates
26
Accountant & Financial Analyst Resume Examples & Samples
- Assure the integrity of the financial statements, and associated general ledger accounts, complying with local China statutory reporting and internal parent-company reporting policies leveraging the Company’s Oracle software for all revenue and expense/cost of sales transactions
- Prepare monthly payroll and record all transactions in accordance with internal reporting specifications
- Record timely and accurately all business related expenses (personnel expenses, travel, marketing, fixed assets depreciation etc.)
- Produce Balance Sheet account analysis and reconciliations while providing supporting schedules. Bank accounts, A/R, A/P, Accruals, etc
- Prepare monthly accruals, analyze business segments and provide recommendations
- Interface with external auditors, providing schedules, analysis and system documentation as required
- Prepare and submit monthly and quarterly VAT and Service tax filings and other statutory filings as required
- Maintain and document the reconciliation of statutory and inter-company income statement, balance sheet and retained earnings
- Support accounts payable and accounts receivable processes, postings and collections
- Prepare payroll and commission summaries as required on a monthly basis
- Support other tasks within the department during peaks
- Ensure all compliance with pension declarations, withholding tax declarations, benefits reporting, internal commerce taxes and duties, importation duties, etc
- A bachelor's degree and 3 years of professional work experience (or a master's degree) is required
- University Level Accounting Degree with proven China statutory accounting experience
- Chartered Accountancy certification or equivalent training
- 5+ years technical accounting experience with exposure to software companies and accounting experience with related services (consulting, engineering and training) as well as exposure to international accounting principles (US GAAP, IAS) supporting these particular disciplines
- Strong organizational skills and the ability to meet deadlines
- Proven experience with monthly and yearly closing process, accounts payable, bank reconciliations, payroll, commission and accrual accounting, tax and VAT preparation
- Effective communication skills with all levels of personnel
- Possess automated general ledger systems experience. (JD Edwards, Oracle, Sage, UFO, etc.)
- Exposure to the payroll process
- English language and Mandarin required
- Exposure to multi-national financial reporting and analysis
- Expert skills with Excel and other MS Office applications
- Experience with inter-company transactions and charge-backs, preferably with multi-national transactions
- Experience with monthly documenting and posting of all balance sheet reconciliations
- Previous audit history a plus
27
Accountant / Financial Analyst Resume Examples & Samples
- Coordinate and prepare Securities and Exchange Commission (SEC) quarterly and annual reports, including financial statements, footnotes, Management’s Discussion and Analysis, Earnings Releases, Earnings Presentations and Investor Presentations. Lead trainings and meetings within the department and across the organization
- Complete the eXtensible Business Reporting Language (XBRL) for the Form 10-Q and 10-K
- Responsible for maintenance of supporting documentation related to SEC reporting, including various disclosure checklists and quarterly S-X testing
- Identify and implement improvements in process or internal procedures to more effectively compile and analyze data for SEC reporting purposes
- Work with the TCF Accounting Standards department to lead implementation of newly released accounting guidance and establish internal processes to accurately compile information for disclosures in the SEC filings
- Research new and existing U.S. Generally Accepted Accounting Principles (GAAP) and SEC guidance, including peer research, to ensure proper application of accounting rules and disclosure requirements. Document results and lead implementation of action plan when applicable
- Work with management to identify, propose and develop enhanced reporting functionality. Incorporate enhancements of reporting techniques into existing processes and identify alternatives for improvement
- Responsible for External Reporting internal control compliance, spreadsheet control testing and maintenance of policies and procedures
- Bachelor’s degree in Business, Accounting, Finance, or equivalent work experience
- Four to six years related work experience or three years’ experience with advanced degree or professional certification (CFM, CMA or CPA)
- Strong end-user computing skills
- Able to quickly grasp new and/or complex concepts
- Ability to multi-task effectively in a fast-paced environment
- Professional certification (CFM, CMA, or CPA) or advanced degree
28
Senior Accountant / Financial Analyst Resume Examples & Samples
- Actively participate in or lead special projects as assigned. Projects may include but are not limited to: testing system upgrades or enhancements, rate case support, conducting financial analysis and developing ad hoc reports and process improvement initiatives
- Provide timely and accurate assistance and consultation to clients within assigned business area. Assistance includes, but is not limited to: interpretation of account codes or financial reports, providing status reports on projects, work order issue resolution, etc. Prepare presentations, statistical reports, schedules and other information on operating results for management and outside parties. Consult with co-workers, clients and management on technical accounting or system related matters
- Stay current with new or proposed local, state, federal rules and regulations and internal and external financial reporting requirements. Has a broad understanding of area of this specialization; resolves a wide range of complex issues in creative ways
- Bachelor's degree in Accounting, Finance or related business degree or a combination of education and experience providing equivalent knowledge
- Minimum of 5 years general financial accounting and reporting experience with an emphasis on complex accounting issues, processes and multiple company accounting
- Demonstrated knowledge of business and legal principles
- Intermediate to advanced skills with Microsoft Word, Xcel and Access required
- Knowledge of and experience working with ERP system highly desirable
29
Accountant Financial Analyst Resume Examples & Samples
- Verifying and releasing all manually keyed GPP wires for trade settlements
- Reviewing supporting documentation for foreign wires submitted by the front offices with the wire room
- Verify and approving Cash Operations Total Cash transaction
- Verify and approval the funding of GL/DDA for cash transaction posted to T3K
- Monitoring the Group mailbox and overseeing that all tasks are completed
- Verifying all check distribution mailings that require attachments
- Verifying our check vendor population control logs
- Back up processing for other team members tasks as needed
- Work with management to regularly review and update procedures as needed
- Make recommendations for process improvements/efficiencies
- Respond to inquiries via phone or email
- Assist other team members with completing daily tasks
- Responsible for performing tasks in a manner that are compliant with applicable laws and regulations and / or that serve to help the company be in compliance with laws and regulations that apply to the business line the position supports
- Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
- Promote an environment that supports diversity and reflects the M&T Bank brand
- Complete other related duties as assigned
- Bachelor’s degree, OR in lieu of a degree, a minimum of four years relevant work experience
- One (1) year accounting, audit and banking experience
30
Accountant / Financial Analyst Resume Examples & Samples
- Assist in monthly financial statement preparation and variance review
- Responsible for operating expense analysis, inventory analysis, monthly accruals, cost/benefit review analysis, calculating gross profit
- Various Ad-hoc projects
31
Accountant / Financial Analyst Resume Examples & Samples
- Corporate Reorganization - Responsible for ensuring the receipt, research, identification notification and follow up on all industry corporate reorganizations which include tenders, exchanges, optional dividends and rights exercises, etc
- May perform other duties upon request from management
- Bachelor's degree, or in lieu of a degree a minimum of four years combined higher education and relevant work experience
- SEI Trust Accounting system experience
32
Senior Accountant / Financial Analyst Resume Examples & Samples
- Assists in managing the Financial Information System (FIS). Responsible for verifying that all subsidiary FIS systems have processed monthly data correctly to the General Ledger, and preparing, recording and/or processing accounting transactions, including journal entries and other source data in the proper period. This verification process includes reconciling various subsidiary ledgers to the General Ledger
- Prepares the monthly financial statements of various affiliated companies of Aqua PA, in compliance with all applicable accounting standards, including the preparation and analysis of all required accruals, journal entries and general ledger accounts and maintains the books and records for financial statements
- Responsible for analyzing management reports for critical trends and notifying the Assistant Controller if analysis and correcting action is warranted. Individual is expected to be able to interpret financial data and understands impact of operations on financial statements
- Prepares and maintains accurate general ledger account analysis of critical balance sheet asset and liability accounts. Specific accounts include, but are not limited to the following: Cash, Miscellaneous Billings, and Bank Reconciliations
- Prepares general ledger account analysis and corrects any errors made
- Utilize the account analysis to verify the integrity of the financial statements and reports of the Company
- Responsible for the processing of the Company’s Property/School Tax Annual Payments and compliance tracking
- Responsible for monitoring compliance with the Company P Card Policies, including the receipt of monthly statements/support
- Coordinates and prepares Aqua PA's P.U.C. annual report and quarterly report to the Bondholders
- Responsible for the preparation of exhibits and schedules required for financial statement disclosure in annual reports and quarterly and annual reports to the SEC. Understands basic financial statement presentation requirements
- Interacts with Officers, Managers, Supervisors and various other members of the Company for purposes such as explaining operating account variances and preparation of special reports or studies
- Prepares, presents and communicates accounting schedules and exhibits to our outside auditors for their use in evaluating the company financial records. These accounting schedules and exhibits require a specialized understanding of the Company’s operating business functions. Assist in the preparation and analysis of support data used to support critical accounting accruals. Also responsible for initial preparation of various ad hoc reports as needed
- Performs other special assignments as required
- Responsible for one or more key internal controls in support of the Company’s financial reporting process, the proper functionality of which play an important role in determining whether the Company’s overall internal controls are functioning effectively
33
Accountant / Financial Analyst Resume Examples & Samples
- Preparing timely, accurate and comprehensive periodic reports and analysis to assist Residential Mortgage management in decision making
- Research and evaluate trends and variances within Loan Portfolio
- Gaining expertise in areas of responsibility as well as a solid understanding of Residential Mortgage business; applying this knowledge effectively and creatively in carrying out responsibilities
- Management, external, and regulatory reporting
34
Accountant / Financial Analyst Resume Examples & Samples
- Financial reporting and partnership accounting and reporting
- General ledger functions such as account analysis, account reconciliation, trend analysis, and financial statement research
- Create and review financial statements including profit and loss statements, balance sheets, etc
- Prepare communications such as memos, presentation slides, and process documentation, and coordinate with other departments, business offices and field operations
- Regular participation in meetings with management and business partners
- Prepare monthly, quarterly and annual management reports
- Prepare detailed analyses on financial results, variance to budget, tracking to forecast, etc. on a monthly, quarterly and annual basis
- Assist with annual budgeting process, as needed
- Prepare forecasts based on historical financial data and knowledge gained from working with and supporting field finance and operations management
- Utilize general business knowledge to assist operational teammates with non-routine accounting issues and concerns
- Make recommendations to management, as well as be responsible for day-to-day decisions concerning the accounting treatment of financial transactions
- Responsible for training and reviewing the work of other staff accountants, as assigned
- Develop and implement new accounting processes
- Work as a liaison between General Accounting department and field operations
- Develop and deliver ad-hoc reporting and analytical projects in collaboration with requestors and other key contributors
- Bachelor's degree required, emphasis in Accounting or Finance strongly preferred
- Prior accounting experience preferred
- Minimum of two years of accounting/financial analysis experience highly preferred, to include monthly accounting close experience
- Working knowledge of general ledger accounting functions, with financial packets/reporting responsibilities and experience
- High proficiency in Excel and PowerPoint
- Essbase experience preferred
- Certified Management Accountant (CMA) preferred
- Commitment to DaVita’s values of Service Excellence, Integrity, Team, Continuous Improvement, Accountability, Fulfillment and Fun with ability to demonstrate those positively and proactively to patients, teammates, management, physicians, and/or vendors in everyday performance and interactions
- Strong analytical ability to analyze and resolve issues; able to solve practical problems and deal with a variety of concrete variables in situations
- Ability to manage multiple projects, meet deadlines, and adjust priorities appropriately in an evolving work environment with shifting time frames
- Demonstrated strengths in organizational, attention-to-detail, follow-through, analytical, reasoning, critical thinking, and problem solving skills
- Strong written, verbal, and interpersonal communications skills including ability to listen attentively and to communicate technical concepts clearly and effectively to non-technical audiences
- Demonstrated ability to work well with cross-functional groups
- Demonstrated interpersonal, collaborative, and relationship-building skills; ability to interact positively with teammates at all levels across the company
- Approachable and open; able to communicate with professionalism, integrity and accountability
- Strong customer service skills and commitment to service excellence
- Willingness to assist teammates in order to achieve departmental goals
- Self-directed; able to work independently and as a member of a team and to foster a positive work environment
- Analytical thinker with demonstrated ability to perform root cause analysis; prepare and implement action plans
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Senior Accountant / Financial Analyst Resume Examples & Samples
- Analyze financial information such as revenues, expenses and other accounts on a quarterly basis and summarize current and projected financials
- Ensure accuracy of all accounting as it pertains to financial statements
- Assist with the preparation of management reporting packages and analysis of reports, metrics and variance commentary
- Responsible for analysis and review of various monthly and quarterly actuals provided by accounting teams and provide feedback on any changes
- Collect, analyze and interpret data and explain findings to both financial and non-financial audiences
- Provide financial analysis, business modeling and decision support to senior executives to enable performance measurement
- Assist with year-end closing process
- Serve as the financial business partner, including management of operating expenses and headcount for specific departments within sales and marketing
- 2-3 years of work experience – Public accounting experience or finance rotational program with a concentration in accounting preferred
- Solid understanding of accounting principles and financial statements
- Strong Microsoft excel skills required (Pivot tables, VLOOKUP functions, SUMIFs, etc)
- A high degree of diligence and intense attention to detail
- Collaborative working style. Enthusiastically makes contributions and takes satisfaction in team accomplishments
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Associate Accountant & Financial Analyst Resume Examples & Samples
- Execute monthly close activities by maintaining monthly work papers, reconciling general ledger accounts, and preparing journal entries
- Assist in other reporting requirements such as audits, tax returns, and internal controls reporting
- Communicate with and respond to requests from corporate finance
- Perform financial analysis, identify key drivers of variances and interpret financial results
- Prepare ad hoc financial analysis and analytical support as needed
- Please note this job description is not designed to cover nor contain a static listing of activities, duties or responsibilities. Additional duties may be assigned
- Ability to effectively present information and respond to questions from colleagues
- Proficiency in MS Office Suite (Excel, Word, Outlook, PowerPoint; Project and Access as required); with advanced Excel skills and experience creating, interpreting, and presenting financial projections and models and the ability to review and interpret financial statements
- Strong analytical skills; creative and independent thinking skills; ability to solve problems, seize opportunities and apply lessons learned
- Mathematical understanding consistent with the educational requirements
- Ability to read, write and communicate clearly and effectively in English
- Ability to use various tools to identify and solve problems
- Strong customer service and company culture/reputation orientation
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Accountant / Financial Analyst Resume Examples & Samples
- Work with Project Accountants to issue timely and accurate customer billings, and perform billing reconciliations, for numerous construction projects
- Maintain and run Cognos financial reporting platform to facilitate timely Project Accountant reporting
- Prepare billings for American Equipment Service Inc. projects along with other intercompany transactions
- Perform Project Accountant function for Small Service projects along with larger projects as needed
- Prepare monthly departmental work load reports
- Cross-train with other department personnel to provide sufficient coverage of departmental responsibilities
- Perform general accounting duties as needed
- Assume leadership role for special projects
- Perform month-end closing procedures for billing department
- Bachelor's degree in Accounting or Finance is required
- 3+ years of experience with general accounting, cost accounting or project accounting
- Proficiency in Microsoft Excel, Word, Access
- Self-starter, able to work independently in a fast-paced environment
- Able to communicate with a diverse group of people - jobsite construction and home office personnel
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Default Accountant / Financial Analyst Resume Examples & Samples
- Preparing detailed loan level final loan loss reconciliations, for various loan types to include, FHA VA, Conventional and USDA accounts
- Oversight of a Serviced By Other portfolio, to include review of servicer claims for reimbursement, related accounting transactions and required tracking and reporting
- Research and resolve variances between escrow and corporate advance receivables and funds reimbursed from insurers, investors and vendors
- Prepare default accounting reports for tracking of loan reconciliation losses and associated causes, inventory tracking and other reports for management
- Prepare financial and projection reports, as they relate to default servicing activities and the bank’s asset portfolio and perform analyses for senior management
- Develop expertise in mining various sources of information such as the General Ledger, the cost information in support of ad-hoc analyses and other bank initiatives
- Identify and pursue opportunities for automation or increased efficiency within Default Accounting
- Prepare procedural documentation of functional and department responsibilities
- May review work and provide guidance to junior accounting associates
- Verify accuracy of documents
- Performs other assignments/projects as requested by management
- Performs various accounting transactions, as required
- Overtime as required
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Cost Accountant / Financial Analyst Resume Examples & Samples
- Minimum of 3-5 years of experience in Cost Accounting
- Relevant experience in manufacturing is required
- Strong knowledge of accounting regulations and company accounting policies and practices, and unquestioned integrity in the application of such standards
- Hyperion experience is preferred
- Advanced desktop application experience Microsoft Power point, Excel, Word, and Access
- Knowledge of Sarbanes Oxley is a plus
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Senior Accountant / Financial Analyst Resume Examples & Samples
- Maintains a direct line of communication with District Operations Managers and Regional Vice Presidents in coordinating the month-end close process
- Interprets and guides financial report users to ensure their understanding of financial statements and reports. Adheres to and communicates accounting and auditing policies and procedures
- Provides timely feedback and responses to inquiries from Regional Vice Presidents, District Operations Managers, Facility Managers and other field staff
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Accountant / Financial Analyst Resume Examples & Samples
- Performs month-end closing which includes: calculating accrual/reserve balances and discussing calculations with management for subjective nature accounts to arrive at decision; analyzing general ledger account data for accuracy and adjusting accounts if necessary; booking various other journal entries and statistical key figures
- Partners with shared service functions to create annual budgets and quarterly forecasts. Analyzes actual results and performs trend analysis
- Prepares reports monthly, and as needed, which may include but not be limited to assigned corporate accounts and cost centers
- Reviews detail of accounts and follows-up on month-end closing items when necessary. Reviews account reconciliations on a monthly basis
- Works with external auditors as needed; includes providing audit work papers as well as requested supporting documentation, walks auditors through calculations and provides data for various other detail testing
- Analytical skills necessary to review/analyze accounting and financial data, substantiate financial statement balances and prepare financial statement account reconciliation
- Ability to identify, measure, evaluate & improve, if necessary, the effectiveness of accounting, financial, managerial and operational controls
- Good verbal & written communication & interpersonal skills to interact with a diverse group of people in a team environment
- Well-developed customer service skills with the ability to interface with all levels
- Advanced computer skills including advanced knowledge of and experience working with spreadsheet software; SAP experience preferred
- Ability to organize, prioritize and manage multiple projects with a strong attention to accuracy and detail
- Public accounting and or industry experience preferred
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Accountant / Financial Analyst Resume Examples & Samples
- Partner with assigned regional teams to help drive profitability and accuracy in forecast and budget process
- Compiles and analyzes financial information to prepare entries to general ledger accounts within the close due dates; document business transactions
- Performs statistical analyses to determine trends, estimates, and significant changes, and writes narrative reports explaining findings
- Perform operational and consignment audits
- Determines proper handling of financial transactions and approves transactions within designated limits
- Monitors compliance with generally accepted accounting principles and company procedures
- Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports
- Makes recommendations regarding the accounting of reserves, assets, and expenditures and internal control environment
- Interfaces with internal and external auditors in compliance with J-SOX
- Bachelor's degree from four-year college or university
- Five+ years related experience and/or training
- Ability to read, analyze, and interpret financial reports and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community
- Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of algebra. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
- Ability to communicate financial objectives and initiatives to a non-financial audience
- Knowledge of Word, Excel, Access, Hyperion Enterprise and Oracle
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Grant Accountant / Financial Analyst Resume Examples & Samples
- Analyze financial statements and related materials
- Provide assistance in the preparation and presentation of financial data for grant proposal packets for the staff grant and focus area committee meetings
- Routinely benchmark operational performance against pre-defined peer group
- Provides assistance in the formulation of departmental operational and grant budgets as well as monitoring performance against approved budgets
- Assist in maintaining foundation general ledger, preparation of monthly financial statements and reconciliation of various general ledger accounts as necessary
- Assist with preparing the annual independent financial statement audit, foundation tax returns and other corporate reporting requirements
- Evaluate and report on deviations from authorized practices and procedure
- Collaborate with and maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service
- Make recommendations on improvements to grant process to senior management
- Perform other related duties as required to accomplish the objectives of the position
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Senior Accountant / Financial Analyst Resume Examples & Samples
- Compile and analyze financial information and assist in financial statement preparation
- Reviews and projects inventory analysis
- CPA/MBA is preferred, but not required
- At least two or more years of corporate accounting experience or public accounting experience
- Good communication skills, positive attitude and a high level of Excel
