Expense Analyst Resume Samples

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L Dicki

Lisa

Dicki

8053 Buford Summit

Los Angeles

+1 (555) 942 3780

8053 Buford Summit

Los Angeles

Phone

p +1 (555) 942 3780

Experience Experience

Philadelphia, PA

Expense Analyst

Philadelphia, PA

Renner, Flatley and Bogan

Philadelphia, PA

Expense Analyst

Handle various ad-hoc requests from the Field Sales Force, Executive Director of Sales Development and Senior Management
Assist in establishing and maintaining policies and procedures fo Expense team
Provide adhoc expense reporting and analysis support for senior leaders and cost center managers
Support the Executive Director & Manager with ad-hoc reporting request for senior management
Provide expense planning (Multi-Year-Plan and Operating Plan) support which includes forecasting and detailed bottoms-up budget development
Partner with Customer Management, Finance and IT to develop procedures surrounding the field sales reporting and monthly expense validation
Assist in establishing and maintaining policies and procedures for Expense team

Houston, TX

FP&A Expense Analyst

Houston, TX

Yost, Medhurst and Dibbert

Houston, TX

FP&A Expense Analyst

Support the CFO and CEO in expense analysis, budgeting, and long term scenario analysis / planning
Partner with other various support organizations critical in collectively running a successful and results driven organization
Prepare quarterly bottoms-up forecasts across all segments of the business to support quarter-end investor communications and reporting
Prepare annual budgets for roughly 15 unique portfolio segments that reside within the US Branded Card business
Assist with expense-related auditor questions and provide support as necessary
Prepare periodic accrual analyses and make necessary accrual adjustments
Provide monthly expense line-item-detail reports providing expense details (i.e. Supplier Name) by cost center and general ledger account

present

Detroit, MI

VP, FP&A Expense Analyst

Detroit, MI

Gerlach-Kshlerin

present

Detroit, MI

VP, FP&A Expense Analyst

present

Work effectively across a matrixed organization, including establishing working relationships across various support areas
Provide advisory / subject matter expertise thru collaboration with partners across Risk, O&T, Fraud, Marketing, Financial Control, and the line of business segment leads
Support month-end and quarter end close processes working closely with Financial Control and Program Managers
Provide necessary support and financial rigor regarding the scoping and/or validation of financials for Investment proposals
Improve reporting and/or analytical infrastructure to better support unit cost based analytics and productivity
Work closely with the Business and Human Resources to support effective headcount and compensation planning
Participate in the migration, as necessary, to new budgeting, reporting and analytical tools

Education Education

Bachelor’s Degree in Business

University of Kentucky

Bachelor’s Degree in Business

Skills Skills

Advanced Excel skills
High aptitude for retail math and ROI analysis
Organized and detail oriented
Able to multi-task
A “self-starter”
Ability to prioritize and handle multiple projects simultaneously, and meet deadlines
Ability to maintain composure and professional demeanor in high stress, multiple task situations
Ability to work independently and be a proactive team player
Ability to travel to NJ
Facilitate the development, maintenance, and analysis of printing and postage expenses/variances across departments

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15 Expense Analyst resume templates

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Latin Regional Expense Analyst Resume Examples & Samples

Bachelor’s degree, 3-5 years of experience with significant time spent in (or working for) Financial Planning and Analysis at a business unit or regional level within a global financial services organization showing progressive advancement and a record of achievement
Experience working with different countries / regions in a highly matrix organization
Advanced excel knowledge; must be extremely comfortable with complex formulas and large datasetsUS Regulatory Reporting knowledge
Pearl, MicroStrategy, Jade, CHAT, Business Objects, Essbase

Expense Analyst Resume Examples & Samples

5+ years of relevant experience preferably within the Financial Services; Experience with FP&A preferred, knowledge of Card products a strong add but not required
Excellent written and verbal communication skills with strong attention to details
Proven record of solid partnership skills (will be working closely with both finance and business partners)
Strong analytical, strategic and cognitive skills essential
Ability to work effectively in a dynamic, rapidly changing operating environment within a complex matrixed organization
Proven track record of solving problems and delivery of solutions
Excel proficiency required; Hyperion, Access, and some modeling & programming experience a plus

Expense Analyst Resume Examples & Samples

Generate and distribute budgets for the following areas, monthly, quarterly and annually to both Field and Management
F&B Sales Development Departmental Cost Center
Sales Support (National and Regional Selling Cost Centers); includes Field Sales T&E
Demonstration related expenses (Retail Selling Specialist (RSS), etc)
Other Field Sales budgets related to field tools: computers, vehicle reimbursement, etc
Work together with Finance to provide necessary support for all year-end accruals relating to the aforementioned expense accounts; document accrual process for each expense account and continually offer suggestions for enhancement on a go-forward basis
Provide KPI reporting of RSS spend that influences future spending behaviors within the sales field team
Create Spend vs. Sales analysis for key time frames; Valentine’s Day, Mother’s Day, Father’s Day, Holiday, and Major Launches
Key contact for the field sales force and Business Coordinators regarding budgets: perform monthly budget reviews for senior sales management; provide re-class entries to Finance when necessary
Reconcile charges, and provide finance with accruals
Prepare monthly expense analysis for the field and senior management; develop, in partnership with the Manager, dashboard reporting within existing systems (SFDC, Cognos, etc.)
Help to prepare budget update submissions for all related expense accounts
Support the Executive Director & Manager with ad-hoc reporting request for senior management
Partner with Customer Management, Finance and IT to develop procedures surrounding the field sales reporting and monthly expense validation
Handle various ad-hoc requests from the Field Sales Force, Executive Director of Sales Development and Senior Management
High aptitude for retail math and ROI analysis
A “self-starter”
Ability to prioritize and handle multiple projects simultaneously, and meet deadlines
Ability to maintain composure and professional demeanor in high stress, multiple task situations
Ability to work independently and be a proactive team player

Transaction Expense Analyst Resume Examples & Samples

3 - 6 years work experience
Bachelor's Degree (Accounting/Finance concentration preferred)
Reconciliations experience

Expense Analyst Resume Examples & Samples

Conducts various statistical and financial reports, as assigned. Gathers analysis and creates reports
Assists in budgeting, forecasting, variance analyses and related reports, as assigned
Maintains statistical/financial databases

FP&A Expense Analyst Resume Examples & Samples

Prepare quarterly bottoms-up forecasts across all segments of the business to support quarter-end investor communications and reporting
Support month-end and quarter end close processes working closely with Financial Control and Program Managers
Provide advisory / subject matter expertise thru collaboration with partners across Risk, O&T, Fraud, Marketing, Financial Control, and the line of business segment leads
Support the CFO and CEO in expense analysis, budgeting, and long term scenario analysis / planning
Support the on-boarding of Global Initiatives in regard to ensuring the appropriate systemic infrastructure is in place to both enable effective budgeting and control as well as to support expense allocations across regions
Partner with other various support organizations critical in collectively running a successful and results driven organization
Work effectively across a matrixed organization, including establishing working relationships across various support areas
Minimum of 3 years’ experience in financial / budget analysis in a large corporate environment (credit card experience highly preferred)
A proven track record of success managing large budgets
Ability to work independently with a proven track record of solving problems and delivering solutions
Excellent quantitative/analytical skills
Strong Excel and PowerPoint skills

VP, FP&A Expense Analyst Resume Examples & Samples

Prepare annual budgets for roughly 15 unique portfolio segments that reside within the US Branded Card business
Provide support to the Corporate-wide CCAR efforts as needed from an expense perspective
Provide necessary support and financial rigor regarding the scoping and/or validation of financials for Investment proposals
Improve reporting and/or analytical infrastructure to better support unit cost based analytics and productivity
Work closely with the Business and Human Resources to support effective headcount and compensation planning
Participate in the migration, as necessary, to new budgeting, reporting and analytical tools
BS in Economics, Finance, Accounting, or related field
Minimum of 5 years’ experience in financial / budget analysis in a large corporate environment (credit card experience highly preferred)
Demonstrated strengths in building trusted relationships with management across multiple functional areas

Employee Expense Analyst Resume Examples & Samples

Ensure Compliance to our SOX and Business Control environment
Monitor and Review the companies operations across on a daily basis
Develop an expert level of technical and business knowledge of their system
Post Pay Audit anlaysis and reporting
Credit Card Administration
Review and update process flows and SOPs as required
In dept knowledge of financial policies and procedures
Prepare and action monthly metrics
Initiate and deliver on proposals to management for process improvement solutions

FP&A Cards Expense Analyst Resume Examples & Samples

Work with client location FP&A teams to migrate activities into the site
Ensure there is a strong culture of high integrity, ethics and meritocracy
Degree in Finance or Accounting in progress
Strong financial analysis foundation creating forecasts and models

Client Valuations / Trade Expense Analyst Resume Examples & Samples

Responsible for managing all Mark to Market and cash price valuations across all asset classes
Coordinates with the business as the central point of contact between Client, Sales and Trading
Liaise with sales/trading desks to ensure client requests are serviced appropriately as it pertains to trade valuations
Works with clients on a daily basis to resolve any open items and/or trade related breaks
Maintains client relationships by providing timely & efficient service
Work with the middle office teams to ensure valuations are accurate; trade discrepancy issue management
Manage, reconcile and track all Stock Loan billing items on a monthly basis
Oversees off shore team India support the Brokerage team processes
Create and manages monthly Brokerage reporting for Senior Management
Candidate must have great communications skills in order to service various teams internally and externally to Nomura
Must provide excellent customer service and be able to provide detailed explanations to clients
Must multi task and be organized
Candidate must have ability to present ideas and work within a team atmosphere
Must be able to create and maintain great relationships with other teams in the organizations. For example, Operations/trading/sales/senior management
Advanced Excel & PowerPoint is a plus
Product knowledge across cash and derivatives a plus

Expense Analyst Resume Examples & Samples

Expense Analysts assist in the budgeting and processing of expenses for various fund complexes
Prepare annual operating expense budget and set accrual levels
Calculate, review and monitor expense ratios
Prepare periodic accrual analyses and make necessary accrual adjustments
Review and allocate fund invoices
Review monthly fund expenditures
Assist with expense-related auditor questions and provide support as necessary
Assist in establishing and maintaining policies and procedures fo Expense team
Research and assist in special projects as they arise
Bachelor's Degree in Finance, Accounting or related field preferred
1 - 2 years’ experience within the investment company industry
Mutual Fund Accounting background preferred
Proficient understanding of mutual fund expenses, ratios and accruals
Dynamic personality with strong analytical skills and attention to detail
Intermediate computer skills; Advanced in Excel preferred

Expense Analyst, Expense Management Resume Examples & Samples

Deliver ad hoc and standardized monthly and quarterly expense reporting according to close schedule
Provide value-added, timely and accurate analysis of results including clear and concise commentary on unusual variances to plan, forecasts and prior periods
Investigate and address expense anomalies and provide analysis of expenses, FTE and trends
Influence the effectiveness and successful adoption of expense management tools and processes
Play active role in achieving COE goals related to process improvements and best practices. Support the team to ensure timely and effective implementation of change initiatives
Independently verify and reconcile information prior to submission ensuring that output is accurate, reliable and relevant
Actively participate on project teams as required to ensure tasks meet requirements and deadlines
Undergraduate degree in business or accounting with 2-3 years of relevant experience in progressing accounting roles
Proficiency in Microsoft Office particularly MS Excel and ability to learn new applications quickly
Solid analytical and technical capability - ability to assimilate/summarize a large amount of information from multiple sources and present in a value-added format for senior management
Strong organizational skills with attention to detail and ability to effectively manage changing priorities
Proven interpersonal skills to build relationships and work with a diverse customer base
Self-starter with the ability to work independently and manage multiple, conflicting priorities and deliver results within tight deadlines
A positive agent of change on the team to challenge the status quo to achieve greater customer centricity and efficient processes
Tributor role

Expense Analyst, Canadian Division Resume Examples & Samples

Deliver standardized monthly and quarterly expense reporting according to the close schedule ensuring quality and accuracy of data
Provide value-added analysis and clear, concise commentary on financial results
Investigate expense anomalies and provide analysis of expenses and trends to assist with business decisions
Collaborate with business partners to prepare annual/quarterly forecasts and budgets
Actively participate on project teams to ensure tasks meet requirements and deadlines
Actively look for and analyze problems and issues with little senior analyst direction. Can make decisions in clear situations with minimal peer oversight
Use appropriate judgment in dealing with unexpected issues and requests, demonstrating an ability to prioritize work
Plays a role in achieving COE goals related to process improvements and best practices. Support the team to ensure timely and effective implementation of change initiatives
Participate in discussions, ask questions, and ensure understanding of issues before proceeding
Able to identify and suggest best practices, process, and controls
Undergraduate degree in business or accounting with 1-2 years of relevant experience in progressing accounting roles
Professional accounting designation or working towards
Experience with general ledger and related reporting systems. Essbase and Lawson knowledge would be an asset
Ability to communicate clearly both verbally and in written work
Ability to independently manage multiple, conflicting priorities and deliver a quality result within tight deadlines

Expense Analyst Resume Examples & Samples

Develop in-depth understanding of client department operations, value proposition and expenditure drivers
Provide comprehensive variance analysis with identification of trends, root causes, linkage to broader business context and recommendations for possible course corrections
Prepare monthly expense package for senior leaders and cost center managers including expense and headcount budget variance analysis as well as expenditure driver analysis and comments/explains
Provide monthly expense line-item-detail reports providing expense details (i.e. Supplier Name) by cost center and general ledger account
Provide monthly support for accruals and reclasses
Support monthly process for the allocation of HQ Corporate overhead (COH) and Investments expense to Operating Segments/Products
Manage the monthly Driver Based Forecast (DBF)
Provide expense planning (Multi-Year-Plan and Operating Plan) support which includes forecasting and detailed bottoms-up budget development
Provide adhoc expense reporting and analysis support for senior leaders and cost center managers
BS and/or MS Degree in Finance or Accounting
5+ years of relevant finance experience
Financial analysis and critical thinking skills; ability to fully understand and articulate underlying business rationale for expenses
Familiarity with Genworth (GNW) or insurance industry finance processes, systems, analysis and financial statements
Proficiencies with TM1, Oracle or Discoverer as well as efficient use of MS Office programs (Excel, PowerPoint, Access, Outlook)
Strong attention to detail with the ability to influence and build strong relationships
Driven, energetic team player who can question the status quo and make process and financial recommendations
Ability to work on multiple projects concurrently and independently in conditions of ambiguity

Senior European Expense Analyst Resume Examples & Samples

Monthly expense management and reporting across a range of business units and functions to ensure results are accurately reported,
Month end tasks will include ensuring payroll and headcount journals are correctly posted, automated reports are delivered to all cost centre managers and monthly expense analysis are delivered in a timely and accurate manner
Ability to contribute to an accurate monthly recharge matrix and ensure intercompany recharges are appropriately documented and managed
Development of effective process for preparation and review of Business Units / Functional Areas
Help implement cost controls and ensure the business units / functional areas clearly understand the requirements
Ensure that expenses and FTE analysis is meaningful, accurate and produced on a timely basis for all business units
Deliver a range of ad hoc expense analysis as required including a number of quarterly head office returns
Support in all Budgetary and Forecasting exercises for the European Region using Cognos software planning tool
Development of detailed knowledge of software based reporting i.e. Crystal Reports / Business Objects Edge
Support European Business and Finance department through a broad number of project initiatives

Senior Expense Analyst Resume Examples & Samples

Manage the annual budget submission and expense target setting with our finance partners and key stakeholders within Safeco Distribution
Actively participate on strategic cross-functional projects that drive expense reductions or operational efficiencies
Work closely with Budget Managers across the organization to understand how money is spent within their respective departments on a monthly basis
Build and maintain a reporting framework to make it easy for budget managers and leadership alike to access and understand expense and headcount data
Conduct ad hoc analysis to improve processes and gain efficiencies using data from various internal and external sources, and present findings to key stakeholders
Maintain and update Cost Center and Expense Account hierarchies to reflect Safeco’s organizational structure
Reconcile expense line items across multiple databases, including transactional level datasets involving vendor invoices and employee expense reports
Bachelor’s degree in an analytical discipline, such as: Accounting, Business or Finance, Economics, Actuarial Science, or Mathematics
Must have good planning, analytical, decision-making and communication skills
Advanced proficiency in Excel (VBA, macros, scripts, formulas, data visualization, etc.)
Strong analytical and problem solving skills; knowledge of how to leverage large amounts of data and technology
Familiarity with Essbase, SAS and project management experience a plus

Expense Analyst Resume Examples & Samples

Undergraduate degree in business/finance/accounting
Working towards or has completed accounting designation and/or equivalent experience
Strong organizational and time management skills with the ability to work effectively while managing multiple tasks
Strong analytical, planning, problem-solving, communication, and influencing skills
Self-motivated and adaptable
Very Proficient with desktop applications: Excel, Word, PowerPoint
Experience with Oracle financials and Hyperion is an asset

Expense Analyst Resume Examples & Samples

Responsibilities include performing analysis of employee expenses from but not limited to expense types, country specific compliance, and system & process requirements
Assist in the review and testing setup, conducting the review and control testing, and summarizing the testing results
You are part of Global Expenses Management Services (GEMS) team and work with the compliance lead to carry out the analysis, review and testing of employees’ reimbursements according to the GEMS compliance program
Experience with review and control testing of employee reimbursement process and the ability to understand and interpret company policies and apply requirements to analyzing and testing employee expenses
Accounting, Audit and compliance background
Experience with employee expenses’ testing
Ability to understand and interpret policies and apply requirements
Proficient use of Microsoft application (Excel)
Well organized with high degree of accuracy and attentions to details
Effectively multi-task with planning and efficiency
Multi-language plus (Chinese, Spanish, Russian)
Important information: This position is recruited for by a remote Kelly office, not your local Kelly branch. Please submit your resume to be considered for this position by pressing the “SUBMIT RESUME” button below. If you have questions about the position, you may contact the recruiter recruiting for this position (1-352-585-2109,George.Rogers@kellyfinance.com), however, your resume should be uploaded via the “SUBMIT RESUME” button included within**

CTI NAM Expense Analyst Resume Examples & Samples

Client facing with seniors in the O&T Controllers and FP&A organizations
Maintain appropriate documentation/controls to ensure the integrity of financial, regulatory and management information in line with country records management policies
Interpret and implement new or modified reporting requirements in order to ensure financial and management reporting are properly identified and addressed on a timely manner
Proficiency with MS Office Suite (MS Access, MS Excel, Power Point)
Proficiency with Inquiry Framework, Pearl, P2P, BAW, GDW, Renault, CitiGL is a plus

Expense Analyst Resume Examples & Samples

Facilitate the development, maintenance, and analysis of printing and postage expenses/variances across departments
Provide budget-to-actual variance analysis for monthly, quarterly and annual reporting for leadership team
Gather and consolidate detailed information to assist the organization in understanding expenses, cost drivers, and areas for improvement
Provide input through business modeling and analyses to support strategic decision-making in day-to-day postage and print operations
Prepare templates to illustrate historical performance, drivers, and trends
Establish and maintain strong business partnerships and cross-functional relationships to provide decision support
Analyze and understand expense trends and cost drivers, as well as business risks and opportunities. Be able to summarize conclusions for executive presentation
Maintain annual update of standard cost/expenses
Manages time effectively and works independently in establishing responsible deadlines under direction of direct leadership
Strong sense of urgency and ability to communicate/educate leadership team regarding expense and cost data
The incumbent shall be highly involved in all aspects of report generation, data analysis, and report presentation
Working closely with Sr. Management to prepare and analyze cost analysis reports
Analytical ability to organize, evaluate, and present complex data
Must be able to see the big picture while having an exceptionally detail-oriented focus
Strong (Advanced to Expert) proficiency with Excel is required
Strong organizational and time management skills with experience in meeting deadlines
Experience managing multiple priorities with ability to make changes when needed
Strong technical, analytical, interpersonal and communication skills, both oral and written

Expense Analyst Resume Examples & Samples

Assist in establishing and maintaining policies and procedures for Expense team
Intermediate computer skills (Advanced in Excel preferred)
1 to 2 years experience within investment company industry
Bachelors Degree (preferably in Finance or Accounting)

Expense Analyst for Region Resume Examples & Samples

1-3 years of experience on analytical position
Experience with finance module in SAP/any other ERP system (from Microsoft, Oracle, Epicor...)
Knowledge of Excel as well as previous experience with Excel charts
IFRS accounting knowledge is an advantage

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