Financial Account Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the financial account job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

L Jast

Lorna

Jast

1250 Stanton Wall

Boston

+1 (555) 644 8678

1250 Stanton Wall

Boston

Phone

p +1 (555) 644 8678

Experience Experience

Phoenix, AZ

Financial Account

Phoenix, AZ

Gibson-Marks

Phoenix, AZ

Financial Account

Prepare monthly management accounts, including analysis of accounts, journal postings
Update and manage the fixed asset registers
Prepare monthly management reporting pack including KPIs
Prepare statutory financial statements and supporting external auditors
Monitor invoicing and cash collection
On-going professional and technical trainings and certifications
Company sponsorship of various sports and social clubs

Chicago, IL

Financial Account Specialist

Chicago, IL

Monahan LLC

Chicago, IL

Financial Account Specialist

Work with system support to improve process and address operational issues
Manage team for BAU work - Not fully necessary
Work on and follow up project or migration with global finance or countries
Understand how duties relate with others in the unit and how the unit integrates with others in accomplishing the work of the function
Work closely with business to understand the process flows and promote proofing standardization and automation
Escalate risky case according to the escalation Matrix
Determine root causes of proofing items and corrective action plans to address issues

present

Dallas, TX

Financial Account Coordinator Senior

Dallas, TX

Hand Inc

present

Dallas, TX

Financial Account Coordinator Senior

present

Provides support and problem resolution to clients, local offices, and other banking staff; answers calls for problem resolution
Performs other duties as assigned
Assists with close-out files on bank reconciliation
Reconciles refunds; recovers deposits
Analyzes reports to identify reconciliation issues
Determines and initiates corrective action between banks, clients and local offices
Responsible for notification and mailing of bank reconciliation to clients and local offices

Education Education

Bachelor’s Degree in Business

Bowling Green State University

Bachelor’s Degree in Business

Skills Skills

Strong team player but also highly self-motivated
Proven ability to work under pressure and in a deadline-driven environment
IFRS experience highly advantageous
Strong ERP and systems experience - SUN and Oracle experience advantageous
Advanced Excel skills
Proven interpersonal and communication skills
Qualified Accountant (ACCA, ACA or CIMA),
Analytical with a solutions focused outlook

Create a Resume in Minutes

15 Financial Account resume templates

Read our complete resume writing guides

Trainee Account Managersummer Internshipcommercial Financial Services Resume Examples & Samples

Sales (new and existing) - prospecting and lead generation, sales meetings and discovery sessions, sales planning and reviews (65%)
Portfolio Management and Risk Mitigation – reviewing financial statements for trends, risk monitoring and assessment, credit restructuring (25%)
Service – dealing with major issues and escalations (5%)
Training – personal development, formal and informal learning (5%)
Experience in banking and lending
Must have proven track record in sales and business development and exceptional client relationship management
Must have specialized industry expertise in a past role (e.g. real estate, healthcare, agriculture)
French is required - English is an asset
These critical capabilities are a must: financial, sales and relationship acumen. Detailed descriptions are supplied in the Position Mandate Document (PMD)
Sales and financial advice skills: pre-call planning, negotiations, client discovery/active listening, contact management strategy, objection handling, closing the deal and asking for the business, solutions structuring and option creation, cross-selling, conducting sales calls, making presentations, leveraging the relationship team and effective communication
New client acquisition skills: pitching the value proposition, development/networking, lead generation and qualification, initial customer contact and cold calling, asking for referrals and time management
Credit skills: assessment of risk and financial analysis, credit structuring/solutions and presenting the deal
Industry and product knowledge: deep products and services knowledge dependent on industry specialization, ability to have conversational competence on all solutions and partners, ability to stay current on industry trends and events and networking
Relationship building skills: the client’s business strategy, the value of the company to RBC, the client’s expectation of RBC, the sales and service teams who will interact with the client and key decision makers
Attributes: self-confident in ability to succeed, positive attitude towards sales and able to effectively manage rejection, proactive sales approach with balanced closing style, comfortable working within existing structures

Financial Account Manager, Temporary Resume Examples & Samples

Manageall financial aspects of (key) account portfolio in order to achieveestablished financial fundamentals and maintain integrity of the information inSNI customer database. Demonstratecross-functional expertise in accrual-based revenue and expense accounting,billing, accounts receivable, cash management, and collections. Extensive knowledgeof other accounts within Sales, beyond one’s designated portfolio. This includes understanding of contractterms, issues, and the ability to act as a secondary FAM on these accounts
Providetimely and appropriate reporting and ad-hoc analysis for SNI field sales and SIon an as-needed basis. Pro-activelyidentify and develop added-value services that would assist in developing solutions to maximizeSNI/SI revenue
Developpayment templates and reports that reflect the terms and conditions of currentcontracts and translate complex deal points into the billing system. Act as integral part of contract negotiationsthrough the development of complex financial models and contractproposals. Work closely with Sales toidentify risks and opportunities of proposals
Prepareannual revenue budgets and forecasts for key accounts and SI Broadbandinitiatives. Perform monthly variance analysisof actuals to estimates in order to effectively adjust monthly forecasts. In addition, responsible for communicatingforecast variance explanations to senior management

Financial Account Manager, Temporary Resume Examples & Samples

Manage all financial aspects of (key) account portfolio in order to achieve established financial fundamentals and maintain integrity of the information in SNI customer database. Demonstrate cross-functional expertise in accrual-based revenue and expense accounting, billing, accounts receivable, cash management, and collections. Extensive knowledge of other accounts within Sales, beyond one’s designated portfolio. This includes understanding of contract terms, issues, and the ability to act as a secondary FAM on these accounts
Provide timely and appropriate reporting and ad-hoc analysis for SNI field sales and SI on an as-needed basis. Pro-actively identify and develop added-value services that would assist in developing solutions to maximize SNI/SI revenue
Prepare annual revenue budgets and forecasts for key accounts and SI Broadband initiatives. Perform monthly variance analysis of actuals to estimates in order to effectively adjust monthly forecasts. In addition, responsible for communicating forecast variance explanations to senior management

Financial Account Resume Examples & Samples

Prepare monthly management reporting pack including KPIs
Prepare of budget and budget re-forecast
Manage the Accounts Payable section
Update and manage the fixed asset registers
Responsible for relevant taxation returns for the company
Qualified Accountant (ACCA, ACA or CIMA),
Absolute minimum of 2 years' PQE in a similar accounting role
Analytical with a solutions focused outlook

Account Manager, Synchrony Financial Resume Examples & Samples

Responsible for the day-to-day account management for co-brand portfolios with a key issuer within North America
Understand the customer’s business and market strategies and deliver against sales/net revenue targets for MasterCard products/services
Ideate and help to deliver strategic development opportunities that will drive MasterCard incremental revenue growth and enhance mutual profitability
Develop strong business relationships between MasterCard and the customer’s organization including product, operations and business development
Leverage and influence all MasterCard solutions and product management resources to deliver exceptional customer value
Develop business plans through the provision of appropriate account and market intelligence and take responsibility for the implementation of those plans
Successfully manage the customer’s performance, ensuring that all targets and other performance metrics are met
Monitor and ensure the highest level of customer satisfaction with MasterCard's account team, innovation, information sharing, strategy, products and services
Develop and manage relationship between internal MasterCard partners including marketing, solution sales, TAM’s, advisors, product, legal, compliance, security, etc. in order to ensure cross-functional alignment and maximum support for the customer

Financial Services Practice, Account Manager Resume Examples & Samples

5+ years’ experience in market research, with a focus on marketing and selling to institutional investors a plus
Demonstrated ability to work with data to generate impactful and engaging analyses and presentations. Experience with retail Point of Sale (POS) data a plus
Strong analytical and writing ability- demonstrated capability to digest diverse data sets and aggregate them into cohesive and succinct stories
Comfort communicating effectively with all levels and personality types
Travel- could be up to 20%

Financial Services Public Account Manager Resume Examples & Samples

Achieve revenue plans including volume and margin objectives as communicated by Dell Bank that are in line with Dell’s lease penetration requirements across the UK Public business
Provide comprehensive account management to existing public customers and demonstrate the drive and desire to identify new opportunities
Develop leasing strategies and implement business plans to increase revenue and finance attach rates
Hold monthly Business Reviews with key Dell public sales directors reviewing lease financing performance and developing growth action plans

Financial Services Channel Account Manager Resume Examples & Samples

Achieve revenue plans including volume and margin objectives as communicated by Dell Bank that are in line with Dell’s lease penetration requirements across the Indirect Channel business
Provide comprehensive account management to existing channel partners and demonstrate the drive and desire to identify new opportunities
Build and execute against a quarterly plan that drive revenue from existing partners whilst prospecting and growing new partner opportunities that are important to Dell’s channel strategy
Engage with Dell Account Managers and agree actions that drive DFS within all partners
80% of sales time to be spent on channel partner premises, attending sales meetings and building contact strategies with key influencers and across the Dell Indirect sales organisation
Provide weekly revenue forecasting and be responsible for driving key actions that lead to revenue growth (proposals, conversion of opportunity, loss analysis and revenue)

Territory Account Mgr-financial Svcs-oregon Resume Examples & Samples

Position is responsible for selling solution portfolio with and through NCR Channel Partners in an assigned account rider and geography
Position sells solutions and services through Partner Chanel to secure new opportunities maximizing revenue and profitability and increasing NCR's market share in the indirect account segment
Position executes the sales process by moving new opportunities successfully through the funnel; Position accountable for building relationships with prospective and competitive customers; Articulates solutions in terms of ROI to the client
Targets accounts with Partners at senior and executive levels; Secures funding for future initiatives at the executive level
Supports partners and acts as key interface in defining customer needs and NCR's ability to meet those needs through solutions; Serve as the liaison between the customer and NCR in regard to issues for new customer escalating any roadblocks to securing the business
Position requires strong prospecting skills, ability to build customer relationships through consultative selling and promoting customer confidence in NCR with and through the partner
Must maintain focus on the development of new business opportunities and closing new accounts allowing us to aggressively penetrate competitive accounts leading to long term business relationships
5-8 years of related experience

Financial Account Specialist Resume Examples & Samples

Overall responsibility is for the daily reconciliation and monthly proofing according to Balance Sheet Substantiation Directive
Manage team for BAU work - Not fully necessary
Experience in an accounting or process environment preferential for 1-3 years
Bachelor degree or above, giving priority to major in accounting
Must have a good understanding of accounting and process
Must use knowledge to resolve difficult proofing issues
Fluent English, both oral and writing
Must have the ability to multi-task by taking on extra ad-hoc tasks without letting the day-to-day tasks suffer
Ability to work independently within a team environment
Must have strong analytical skills and good skills for Office automation system especially excel
Must have good time management skills
Project Management - Not fully necessary but would be advantageous
Leadership/Staff Management - Not fully necessary but would be advantageous

Financial Account Specialist Resume Examples & Samples

Dalian GPU (Global Proofing Utility) is under Global Finance, performing proofing compliance with Balance Sheet Substantiation Directive for APAC country. GPU’s remit includes
Building a robust balance sheet substantiation control infrastructure
Providing a centralized strategic site for balance sheet substantiation
Driving a standard process across global finance strategic site
Overall responsibility is to manage people and the process of daily reconciliation and monthly proofing generally according to Balance Sheet Substantiation Directive
Ensure audit preparedness in all aspects of reconciliation and proofing for both internal and external audits & reviews
Understand how duties relate with others in the unit and how the unit integrates with others in accomplishing the work of the function
Work on and follow up project or migration with global finance or countries
Work closely with business to understand the process flows and promote proofing standardization and automation
Understand the GPU strategy to help with future initiatives and give enough focus to support respective business in GPU
Bachelor degree or above
Experience in accounting or operation for 5-8 years
Must have a good understanding of accounting or operation
Strong communication and management skills
Managing Relations
Leadership/Staff Management

Financial Services Account Associate Resume Examples & Samples

Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s high-value customers
Exhibit excellent customer service by actively listening, expressing a willingness to help, probing for and identifying customer needs, giving correct information, and displaying empathy, courtesy and sensitivity
Addresses inquiries and performs account maintenance on deposits and money market accounts
Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals
Maintains comprehensive knowledge of applicable products and services
Other related duties are assigned as needed
Demonstrated understanding of financial concepts with ability to explain to clients
Ability to establish and maintain effective working relationships
Ability to produce quality work, displaying accuracy and thoroughness
Ability to work within deadlines and strict timeframes

AWS Global Financial Services Account Manager Resume Examples & Samples

Track record in forecasting, account management, sales planning and sales operations with a track record of exceeding revenue quota and new customer adoption goals within a multinational account base
Demonstrated ability to engage and influence C-level executives
Experience in negotiating large contracts, coordinating closely with legal counsel and top AWS executives
Blend of experience with Fortune 100 businesses as well as a demonstrated ability to operate in an entrepreneurial, agile environment
Ability to work effectively across internal and external organizations
Consultative and value-driven approach to client relationships
Experience developing and facilitating appropriate sales motions to lead a virtual team broad and deep in targeted accounts
Experience hiring and managing a world class team of global sales professionals
Inspire, motivate and drive the team to deliver on priorities you set
Maintain a cooperative atmosphere that encourages information to be shared and the knowledge within the company to be fully exploited
Instill a sense of urgency and diligence across internal and customer teams
Understanding of cloud computing concepts and the AWS IaaS offering
Successful track record of driving adoption of new and disruptive technologies within large multinational customers

Account Manager, Lcs-financial Services Resume Examples & Samples

Executing, optimizing, and analyzing advertising programs using internal tools and dashboards
Managing contracts and renewals, and assisting our Sales Finance organization with payables and collections
Providing feedback to our product and tools teams to help us scale our advertising platform

Financial Services Channel Account Manager Resume Examples & Samples

Grow DFS penetration within Partner accounts - including growth of overall channel revenue and expansion of lines of business for Dell
Collaborate with inside sales teams, partner with outside field sales teams, to drive all lines of business, removing barriers, architecting business solutions, and closing the sale
Educate internal and external partners on DFS value proposition
Responsible for driving Payment Solutions (Finance Lease, FMV Lease, Loan, etc.) within the Channel
Increase sales volume and pricing profitability through sales efforts in key accounts
Work with cross-functional support teams to ensure a positive end-to-end customer experience including post-sale account maintenance and end of lease

Financial Services Territory Account Manager Resume Examples & Samples

Collaborate with marketing to develop an effective plan for the accounts, encompassing events, seminars and roadmap sessions
Develop, drive and close business within assigned territory
BA/BS or equivalent educational background
Have knowledge of Data Warehousing, Database and/or Business Intelligence software concepts and products
Experience with Big 5 consulting firms with Applications/Data Warehousing experience eBusiness vendors such as Ariba, Accrue, Net Genesis, Epiphany, Broadbase, Broadvision, DW analytics for CRM such as Sagent, Acta, Hyperion, Microstrategy, Cognos, NCR/Teradata DBMS vendors such as Oracle, Sybase, Informix

Financial Account Specialist Trainee Resume Examples & Samples

Responding to general brokerage inquiries relating to products, services, policies and procedures, including margin and options
Leveraging our Customer Relationship Management (CRM) tool to document client interactions and to inform the branch office of new asset and product opportunities that require follow up and closure
Performing other duties as assigned

Licensed Financial Account Specialist Resume Examples & Samples

Engaging clients in meaningful dialogue to identify unstated needs or financial goals and educating clients on how Scottrade products and services may meet those needs
Researching, educating and supporting trading for clients in a timely manner and accurately entering client trades
Partnering with Branch and Service Center specialty teams to support clients

Global Account Technology Strategist Financial Services Resume Examples & Samples

Proven experience in the IT industry (could be vendor, customer or consultant)
Experience in Consultative Selling and deployment is highly desired, ideally within global organisations
Experience in Project Management is desirable
Microsoft has a flexible working culture and on an average week your time could be split between Microsoft’s offices in Reading and Paddington, customer locations in the UK and overseas and your home
Flexibility on global travel will be required as this is a global customer facing role

Financial Services Account Associate Senior Resume Examples & Samples

Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the PPF high-value customers
Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function
Interfaces with clients to determine present and future needs and discusses progress toward solutions
Ensures PPF service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs
Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs
Provides referrals to the managing director or relationship manager for new and additional services
Recommends streamlining opportunities and process improvements
May serve as a back up to the supervisor in their absence
May communicate with PPF clients, vendors and other departments to ensure quality service delivery and customer satisfaction
Knowledge of the company’s products and services to enable resolution of customer inquiries

Financial Account Coordinator Resume Examples & Samples

Provides support to various senior PMs on large projects overseeing POs to dozens of suppliers for millions of dollars in furniture, and coordinate their orders, deliveries, installations, and payments
Responsible for accounting and reporting for all PM projects, FM scopes of work, and O&M
Maintain financial records (e.g. monthly financials, budgets, fixed assets, etc.)
Prepare and deliver accurate, timely, and organized financial reporting packages including recording of journal entries, preparation of all supporting schedules, revenue and expenses, variance analysis, and reconciliations
Maintains and leads month-end close process and account reconciliations
Review and reconcile all accounts receivable and accounts payable and coordinate resolution of discrepancies on a regular basis
Review and approve payables, leases, billing adjustments, deposits, etc
Establishes and maintains effective relationships with client
Review invoices, PO tracker, payments for account reconciliations and financial audit
Work with client and team in preparation of annual project lists, scope, schedule and budgets
Perform reconciliation and true-up of funding vs. actual expenditures
Mitigates risk for the client and Colliers by ensuring timely payables
Bachelor's degree in related field preferred
Experience in project management and facilities accounting is a plus
Strong analytical, problem solving and critical thinking skills
Strong communication, documentation, and follow-through skills
Excellent social and motivational skills
Punctual and dependable
Highly motivated with excellent verbal and written communication skills

Financial Account Coordinator Senior Resume Examples & Samples

Analyzes and reconciles bank statements to transaction registers for specific client
Provides support and problem resolution to clients, local offices, and other banking staff; answers calls for problem resolution
Responsible for notification and mailing of bank reconciliation to clients and local offices
Reconciles refunds; recovers deposits
Analyzes reports to identify reconciliation issues
Determines and initiates corrective action between banks, clients and local offices
Assists with close-out files on bank reconciliation
Analyzes outstanding check report; identifies outstanding check issues and submits to local office for resolution
Responsible for cancelled check storage
Excellent oral and written communication, including presentation skills
PC literate, including Microsoft Office products
Ability to meet or exceed Performance Competencies

Financial Services Account Associate Resume Examples & Samples

Exemplary customer service skills to build high levels of customer satisfaction
Working knowledge of general lending operations and procedures
Document and communicate ideas clearly, concisely and professionally both in writing and verbally
Demonstrated understanding of financial and lending concepts with ability to explain to clients
Ability to demonstrate understanding of financial markets services, securities/investments, and lending industries
Bachelor’s degree in business or related field or the equivalent combination of education, training, or work experience is strongly preferred
Background check and Drug Test is required

Financial Services OEM Account Manager Resume Examples & Samples

Sell value and be the trusted advisor to those in the reporting chain of the Chief Technology Officer and others including: sales, marketing, support, services, etc
Build and execute upon strategic territory and account plans to deliver on monthly, quarterly and annual sales targets
Manage large, complex sales opportunities from initial qualification to the successful contract execution
Manage and profitably grow revenues with existing partners in your region
Build and manage a 3X pipeline of recruitment, expansion and royalty opportunities
Own the complete partner relationship and their satisfaction both pre and post contract execution
Effectively develop proposals and meaningful business cases to justify significant, long-term commitments to a strategic partnership with Qlik
Work with a cross-functional team consisting of sales, presales, services, marketing, support, legal, finance and executive leadership
Actively manage a rolling 90 day forecast in SFDC
Travel is required to the Northeast region
LI-TU

Cib-financial Institution Account Associate Resume Examples & Samples

Manage to deliver portfolio revenues in Banks and Broker Dealer segments
Develop and execute an effective marketing scheme at client level to grow cash and liquidity business
Expand client coverage on existing business, new products and overseas branches through establishing relationships with BBD clients
Support Senior Sales in client onboarding activities including but not limited to client due diligence in accordance with J.P. Morgan’s internal guidelines in AML and KYCs, accurate recording pricing and billing structures and efficient implementation process
Promote an effective operation risk environment including but not limited to accurate and timely renewals and completion of KYCs and other internal reporting requirements
Assist to organize and coordinate client events and communication to promote and strengthen J.P. Morgan’s franchise
Participate and contribute in end-to-end reviews to ensure constant improvement in our product and service delivery to clients
At least 5-year banking experience in wholesales/corporate segments
A professional at global clearing and correspondent banking business is preferred
Flexibility to travel to visit domestic & overseas clients independently
Team player with good sales, coordination and communication skills

Financial Account Rep Resume Examples & Samples

Sort lockbox receipts by IDX insurance groups and EDI/EFT reports and batch accordingly. All insurance group totals must equal the credit advice totals from the bank for each deposit date. Resolve balancing discrepancies by means of contacting the bank lockbox personnel. Follow up on all discrepancies until a resolution is reached. Prepare a computerized batch summary listing in Excel. Forward batches to the Posting team
Batch and balance guarantor receipts on a daily basis. Prepare a computerized batch summary listing in Excel. Balance and reconcile totals. Forward batches to the Posting team. As needed, prepare guarantor letters to mail with check payments that were received in error. Create a 725 comment in IDX regarding the purpose of returning the payment
Reconcile and verify clinic payments received from Point of Service locations. Total monies received and reported must equal the clinic collections and Billing & Collections reports. Monitor manual clinic receipts for missing or voided receipts. Clinic receipts are batched according to clinic location and summarized in Excel. Forward batches to the Posting team. Enter collection dates and payment information in the appopriate on-line clinic report and file the paper reconcilaiton information in the proper file system
Monitor charge card payments and credits. Prep, process and reconcile. All charge card payments and/or credits are processed electronically via Pay Trace software. Prepare a computerized batch summary listing on Excel and forward batches to the Posting team
Monitor and prioritize daily workflow. Verify that all job duties are completed efficiently and within the appropriate time. Monitor month-end close to ensure lockbox, guarantor, clinic deposits, direct deposits, journal entries, and charge card payments are processed within the established required time
Audit and verify all revenue totals for preparation of the internal bank deposit. Prepare corresponding daily financial reports in Excel to reflect revenue received for each date
Assist the Account Research team with printing back-up EOB’s and other pertinent payment and account information for refund requests and account credit issues

Power Account Financial Analyst Resume Examples & Samples

Compile and analyze financial and clinical information to assist in POWER Account operations and reconciliation, including but not limited to, analysis and reconciliation of enrollment, state & member funding, claims payments and other key data
Prepare integrated financial analysis and reports to management on a timely and accurate basis, including trend identification
Research discrepancies between multiple data sources and identify root cause analysis
Serve as liaison and subject matter expert for multiple departments for POWER account functionality and operations
Compile & prepare monthly, quarterly, and annual regulatory/compliance reporting for POWER Account operations
Support the financial control environment by reconciling internal data sets vs information provided by the State (such as, reconcile enrollment files to reimbursement records, etc.)
Ensure integrity of information obtained for analysis; keep an up-to-date knowledge of the computer information system
Makes appropriate improvements to internal analysis processes ensuring that practices are in line with the overall goals of the organization
Prepare and maintains all necessary internal controls for related entities consistent with Model Audit Rule (MAR) requirements
Perform any other job related instructions as requested
Bachelor of Science/Arts Degree in accounting, finance, economics, computer sciences or related field or equivalent work experience is required
Two to Four (2-4) years of experience in accounting/ finance is required
Managed care or healthcare experience is preferred
Advanced proficiency level with Microsoft Excel
Intermediate proficiency with Microsoft Power Point
Familiar with a variety of analysis concepts, practices and procedures
Perform a variety of tasks under general supervision
Creativity and latitude (independent judgment) is required
Ability to work with others and work independently
Demonstrates analytical/problem solving skills to perform a variety of tasks, some of which may be complicated
Possesses critical thinking/listening skills
Ability to communicate with all levels of management
Knowledge of SQL, SAS or other relational database software and/or business intelligence (BI) tools is preferred but not required