Financial Analysis Associate Resume Samples
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Financial Analysis Associate Resume Samples
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VJ
V Jacobs
Valentin
Jacobs
272 Ullrich Parks
San Francisco
CA
+1 (555) 897 8380
272 Ullrich Parks
San Francisco
CA
Phone
p
+1 (555) 897 8380
Experience
Experience
San Francisco, CA
Financial Analysis Associate
San Francisco, CA
Gutkowski LLC
San Francisco, CA
Financial Analysis Associate
- The Pharmacy Remittance department has checks pulled for Fraud, Waste & Abuse, for intercompany checks, some that are voided and some mailed and some checks pulled to offset negative balances. The analyst will reconcile the internal company checks with Treasury, Accounting and Negative Balance Collections departments. Attend regular meetings with Accounting and Fraud, Waste & Abuse and provide reporting for payment withholds and tracking for Fraud, Waste & Abuse. Evaluate over withholding of payment and submit check requests
- Participate and communicate in daily account management team conference calls/meetings to discuss adjustment requests and ensure issues are addressed in a timely manner
- Generate expense walks/analysis for Quarterly Earnings, Investor Day and Business Review meetings including Annual Budget Reviews. Research and provide clear/concise commentary on variances for monthly Taxonomy Reporting to Corporate
- Provide monthly financial reporting and analytics for Enterprise Technology CFO. Partner with Corporate Reporting and other Planning & Analysis teams within Technology on monthly reporting and analysis
- Identify and highlight saving opportunities by extrapolating large amounts of financial data. Track achieved savings on a monthly basis for all cost reduction initiatives in flight
- Develop analytical reporting to provide insights into cost drivers, benchmarking comparisons with other divisions of JPMC and make recommendations for policy/ process improvements
- Analyze expense and headcount variances versus Budget and identify Risk & Opportunity position. Proactively work with Tower Leads/BMOs to develop action plan to mitigation the exposure, optimize the timing, and communicate path-forward options and/or scenarios
Detroit, MI
Financial Analysis, Associate
Detroit, MI
Schulist, Kerluke and Buckridge
Detroit, MI
Financial Analysis, Associate
- Develop and build out monthly reporting packages that provide senior management transparency on expense drivers and headcount changes
- Develop and build out reporting that provides senior management transparency on expense information
- Provide insightful observations and make recommendations to maximize ROI
- Producing management reports and providing high-level analytics
- Assist indeveloping senior executive presentations
- Track overall testing completion metrics & analysis. Provide test execution status and reports to management as necessary
- Assist in developing senior executive presentations
present
Chicago, IL
Senior Financial Analysis Associate
Chicago, IL
Fadel, Bogisich and Bogisich
present
Chicago, IL
Senior Financial Analysis Associate
present
- Reconciliation of domestic and overseas expenses to the general ledger and coordination with domestic and overseas finance teams to manage expenses
- Review and analysis of expenses including annotation for primary drivers and variances to senior management
- Build strong relationships with LOB finance teams
- Drive annual planning, monthly forecasting and centralized reporting processes
- Maintenance of the firm-wide global outside counsel expense database
- Contribute to automation and process improvement initiatives
- Develop and prepare monthly GT Admin decks to provide transparency and analysis to head of GT Admin, as well as the silo managers within GT Admin. Monthly meetings cover forecast variances to Budget and Run Rate, Monthly, Year to Date and Annualized Actuals, Outlook and Budget
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Indiana University
Bachelor’s Degree in Finance
Skills
Skills
- Strong analytical skills with ability to be detail oriented
- Ability to grasp financial concepts or methodologies quickly
- Strong communication skills, both written and verbal, with and ability to communicate to both technical and non-technical audiences
- Possess strong written and verbal communication with the ability to use tact and diplomacy to maintain effective working relationships and resolve problems
- Self motivated individual with strong attention to details
- Ability use analytical methods and tools to assist in research to remediate data quality issues and to ensure accuracy of information reported
- Able to execute tasks under aggressive targets and effectively manage to changes in plan
- Ability to be flexible
- Strong problem solving skills having the aptitude to analyze and develop solutions to solve problems
- Effective time management skills including the ability to multi-task in a changing environment
15 Financial Analysis Associate resume templates
Read our complete resume writing guides
1
Financial Analysis Associate Resume Examples & Samples
- Quarterly valuation of the portfolio for the FAS 107 disclosure
- Perform interest rate risk analysis on the portfolio
- Back-testing model performance
- Other modeling and analysis related to business initiatives and forecasting
- 5+ years experience in the mortgage industry
- Knowledge of fixed income cash flow modeling and markets
- Prior experience in forecasting and valuation
- Self-motivated and results-oriented. Ability to simultaneously handle multiple projects required, sometimes under tight deadlines
- Degree in economics, finance or mathematics desired. MBA a plus
- Expertise in MS Access, MS Excel and VBA
- Knowledge of SAS a plus
2
Financial Analysis, Associate Resume Examples & Samples
- Assist with BAU financial reporting deliverables including monthly EMR, weekly metric reporting, quarterly competitor analytics, etc
- Assist in the development of business review presentations and /or supporting materials for the BB leadership team
- Internal presentations to CCB / Corporate
- External presentations given to investors (i.e. JPMC Investor Day), regulators, etc
- Provide analytic support for earnings release (Talking Points, Analyst Presentation slides, additional back-up materials, etc.)
- Support the planning and reporting function in annual budgeting and multi-year forecasting analyses, CCAR, etc
- Strong team player who can partner well with the team as well as other finance groups. Positive attitude is a must
- BA/BS in Finance, Economics, Accounting or related field with 5 years of related experience
3
Financial Analysis, Associate Resume Examples & Samples
- Consolidate CCB results and provide financial analysis: P&L, balance sheet, key metrics, and headcount. Understand underlying drivers of the business, comparing results to budget/forecast and providing financial updates to CCB senior management and Corporate Planning & Analysis
- Provide analytic support for earnings release (talking points, analyst presentation slides, additional back-up materials, etc.)
- Contribute to stress testing workstreams supporting submissions to regulatory agencies (CCAR, DFAST)
- Prepare presentations and supporting materials for the CCB CEO
- Internal presentations given to staff (bankers, branch staff, etc.)
- External presentations given to investors (JPM Investor Day, analyst presentations, etc.)
- Team player who can work across numerous lines of businesses and into corporate, high degree of patience for working through multiple iterations of work, and dealing with the demands of senior management and the unpredictable and constantly varying subject matter of projects
- BA/BS in Finance, Economics, Accounting or related field with a minimum of 5 years of related experience, preferably in the financial services industry
- Proficiency in Microsoft Office applications, particularly powerpoint and excel
4
Financial Analysis Associate Resume Examples & Samples
- Bachelor's degree in finance/accounting (Master's degree is a plus)
- 4-6 years of related experience (previous PR&A or Commercial Banking experience is a plus)
- Advanced organizational and managerial skills
- Ability to grasp financial concepts or methodologies quickly
- Strong analytical skills with ability to be detail oriented
- In-depth knowledge of Excel, Essbase and Powerpoint (PitchPro and DocPro is a plus)
- Hard-working, self-starter and motivated with excellent interpersonal skills
- Ability to be flexible
5
Financial Analysis, Associate Resume Examples & Samples
- Candidates for this role should have 3-5 years of relevant experience
- Minimum Bachelors degree in Finance, Accounting or Economics
- Expert knowledge of MS Excel, Essbase and SAP, working knowledge of Beeline and ePurchase
- Excellent written and verbal communication skills to effectively partner with a variety of associates at various levels across the organization
- Attention to detail with process focus and the ability to work independently and on teams to meet assigned deliverables
6
Financial Analysis, Associate Resume Examples & Samples
- Development of test documentation to include: UAT plans, UAT schedules and UAT test cases/scripts
- Design and implement UAT plans with inputs from SME’s from Program Management, LOB’s and support groups like Risk and IT
- Write high level and low level testing scripts
- Execution of test cases and evaluating actual vs. expected results
- Communicating frequently with IT, project management to identify and track defects and defect fixes
- Serve as a subject matter expert and participate in Go/No Go decisions
- Regularly report status to Controls/UAT Manager for consolidated status reporting
- Proactively identify and promote the leveraging of successful services and processes from across the firm
- BS degree with emphasis in MIS, Computer Science, Math, or other hard science
- Advance knowledge of testing/application development workflow tools like HP Quality Center/ALM
- 5+ years experience in a process environment, preferably within the financial services industry
- Mortgage Banking experience would be a big plus
- 5+ years of experience with planning and coordinating test activities
- 5+ years overseeing test case development and defect resolution
- Solid understanding of computer software applications, including strong spreadsheet presentation skills, database applications, and report writing/querying tools
- Data profiling tool experience, TOAD experience a plus
- Experience with data/transfers/sharing using flat files, DB links a plus
7
Financial Analysis, Associate Resume Examples & Samples
- 3 to 4 years experience in Auditing, Accounting, Internal Control and/or Finance
- Big Four public accounting experience, preferred
- Ability to work in an evolving environment, manage multiple projects and support a growing business
8
Financial Analysis, Associate Resume Examples & Samples
- Minimum of3 yearsof related financial analytical experience
- Exceptional Exceland analytical skills
- Ability to handle multiple projects at the same time
- ~JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer M/F/D/V
9
Financial Analysis, Associate Resume Examples & Samples
- Weekly, monthly and annual forecasting and reporting including origination volume, financials, headcount and other key metrics
- Building, maintaining and understanding key summary reports including key metrics and P&L
- Producing management reports and providing high-level analytics
- Liaising with the originations channels finance team to understand variances and provide explanations
- Helping to drive the improved integration of reporting/data, forecasting, and analytics across the four origination channels and various subsets
- Participating as a critical team member in finance driven projects that span the originations business
- Conducting ad-hoc financial analysis
- Finance/Economics/Accounting degree preferred
- Strong computer skills including Excel and PowerPoint; experience with Essbase is a plus
- Strong interpersonal and relationship building skills; ability to interact with a broad scope of employees
- Enthusiastic self starter; inquisitive/curious
- 2 years financial services experience, preferably in an analytical or forecasting capacity
10
Financial Analysis, Associate Resume Examples & Samples
- Research and create in-depth expense analytics, highlighting areas of opportunity for expense saves
- Provide analytic/forecast support for expenses
- Support annual planning and multi-year forecasting process
- Technical skills: excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, understanding of financial statements, has the ability to comprehend and clearly communicate complex concepts in a fast-paced, dynamic environment and provide strong documentation
- Highly organized, can manage multiple projects/requests at one time, and can work across numerous lines of businesses
- Strong communication skills, comfortable interacting with and presenting to all levels of management
- Bachelor's degree in accounting, finance, economics or related business discipline
- Proficiency in all Microsoft Office applications
- 1-3 years of experience in Finance/Accounting
11
Financial Analysis, Associate Resume Examples & Samples
- Produce presentations, analysis and supporting materials for Senior management
- Collaborate with business partners across Mortgage Banking and the organization to ensure the timely, accurate and effective delivery of key initiatives
- Ensure the accuracy and quality of business reviews, performance scorecards, competitive analysis, and ad-hoc initiatives
- Participate and support ad-hoc special projects and requests as needed
- The candidate must be a self starter who is able to work in a fast paced, results driven environment
- Strong people, team, planning, prioritization and time management skills
- BA/BS in Finance, Economics, Accounting or related field (MBA a plus) with a minimum of 5 years of related experience, preferably in the financial services industry
- Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously
- The ability to comprehend and clearly communicate complex concepts in a fast- paced, dynamic environment
- Excellent organizational, management, and communication skills
- Proficiency in Microsoft Office applications, particularly PowerPoint and excel
12
Financial Analysis, Associate Resume Examples & Samples
- Develop testing scenarios based on business, functional, and technical requirement documentation
- Create, maintain, and execute test cases, ensuring appropriate testing methodologies have been applied and requirement traceability is maintained
- Co-ordinate with the test team members to ensure deliverables are provided timely throughout the testing process
- Ensure defects are raised and recorded effectively and manage the defect lifecycle to ensure a timely resolution
- Track overall testing completion metrics & analysis. Provide test execution status and reports to management as necessary
- Plan and prioritize tasks to meet overall testing objectives
- Advanced analytical and quantitative skills required
- Excellent attention to detail with outstanding verbal and written communication skills
- BS/MS degree with emphasis in MIS, Computer Science, Math, Finance, Accounting or other quantitative/business discipline
- 3+ years of Quality Assurance experience with a thorough knowledge of software development life cycle principles and quality assurance methodology and past experience in a formalized change management process or structural change control process, preferably within the Mortgage Servicing or other financial services industry
- Solid understanding of both agile and waterfall development methodologies, which include all phases from defect discovery/analysis through implementation
- Extensive first hand experience in writing test plans and procedures, developing test cases and scenarios, creating test scripts, tracking defects, running various kinds of tests in a software development environment and documenting results is strongly required
- Strong background in SQL and/or Oracle environments is highly required (use of tools like Toad & SQL plus are preferred)
- Strong working knowledge of MS Excel and advanced data manipulation functions (VLOOKUP, ODBC, VBA) is preferred
- Experience in test and defect management workflow tools such as HP Quality Center/ALM is required
13
Financial Analysis, Associate Resume Examples & Samples
- Development of test documentation to include: UAT plans, UAT schedules and UAT test cases/script
- Bachelors Degree with emphasis in Business, Finance, MIS, Computer Science, Math, or other hard science
- Advanced Knowledge of Chase Mortgage Systems (MSP, VLS, Agent Desktop…etc) a big plus
14
Financial Analysis, Associate Resume Examples & Samples
- BS/BA in Finance, Accounting or Business; experience in mortgage, banking or financial services a plus
- Must have a minimum 3 years of related experience in financial analysis/performance, forecasting and budgeting; experience working in Finance for a volume based organization is a plus
- 5 years experience building models in excel
- Working knowledge of US GAAP and ability to compile integrated set of financial statements
- Excellent interpersonal skills - must have the ability to build strong working relationships with operations, clients and team members with Finance; Customer Service skills and a proactive ("can do") attitude are critical to your success in this support function
- Strong business analysis and time management skills
- Excellent data management and problem solving skills
- Must be able to deal with ambiguity and find/solve problems via analyzing trends
- Detailed-oriented and hands-on self-starter with a strong sense of urgency
- Must be self motivated and have the ability to work independently while maintaining focus on team work and in a team without direction
- Strong organization and prioritization skills including good judgment is necessary for success in this role
- Excellent communication (oral and written), analytical and presentation skills are needed
- Ability to work in a fast-paced environment, handle multiple projects at the same time and still meet monthly finance deadlines (business as usual) also provide accurate and timely data all levels of management
- Experienced user of Essbase and proficiency in SAP is a plus
- Perfect Candidate would be accountable (delivers), aggressive, adaptable, assertive, motivating, collaborative (ability to deal with conflict and criticism constructively), innovative (forward thinking), mentoring (growing our people) and of integrity (displays the highest standards of business ethics and practices). JPMorgan Chase is an equal opportunity and affirmative action employer M/F/Disability/Veteran
15
Financial Analysis Associate Resume Examples & Samples
- Analyze and categorize grant data for management and external partners
- Track spend using corporate systems to download reports for related organizations and engagements
- Create and assist on production of meaningful reporting related to firmwide non-profit contributions through Global Philanthropy and the Office of Non-Profit Engagement for CR management and firm leaders
- Work with team members to provide ad hoc reporting and deck creation for committee updates
- Perform invoice processing and data entry for Corporate Responsibility
- Assist with research on various projects
- 4-6 years of relevant work experience in the financial reporting and data analysis aspects of this position
- Bachelor's degree; concentration in Finance, Accounting or Economics preferred
- Strong Microsoft Excel skills and general knowledge of PowerPoint and Word required
- Experience with analysis of large data sets and generating reports required
- Experience with identifying and implementing process improvements
- Strong problem solving skills having the aptitude to analyze and develop solutions to solve problems
- Effective time management skills including the ability to multi-task in a changing environment
- Able to execute tasks under aggressive targets and effectively manage to changes in plan
- Able to work independently and be self-motivated but work with a team mentality
- Must be able to work in and create Excel spreadsheets and a working knowledge of Power Point
- Knowledge of firms financial systems: SAP, Essbase, Order to Pay, GXM databases preferred
16
Financial Analysis, Associate Resume Examples & Samples
- Develop new processes and generate ideas for value-added analysis
- Assist indeveloping senior executive presentations
- Assist in month end close, budgeting and stress testingactivities
- BS in Economics, Finance or related discipline preferred; will consider Liberal Arts degree with interest and / or experience in Corporate Finance
- Exceptional analytical ability and creative problem solving skills
- Ability todeliver exceptional results in a time-sensitive manner while managing competing priorities
- Expertin Excel and PowerPoint preferred
- Hyperion Essbase and SAP experience a plus
17
Financial Analysis, Associate Resume Examples & Samples
- BA/BS in quantitative field, CFA/MBA preferred, but not required
- 5 years financial services industry experience
- Financial modeling skills, including Discounted Cash Flows (DCF)
18
Financial Analysis Associate Resume Examples & Samples
- 5+ years of experience in financial/business management
- Degree in Finance, Accounting or equivalent
- Ability to deal with several priorities simultaneously and maintain a flexible approach
- Strong Excell and MS Office Skills
- Ability to create ad hoc reporting
- Results oriented and deadline focused
- Strong communicator and relationship builder
19
Financial Analysis, Associate Resume Examples & Samples
- Strong communication skills, including communicating with senior management
- Ability to leverage the data warehouse to run queries to perform routine and adhoc analysis for key drivers through either Brio, Business Objects, or SAS/SQL
- Strong PC skills with extensive knowledge of Power Point, Microsoft Excel and Essbase
- Strong sense of ownership expected; candidate must thrive in a face paced environment and drive results in an environment of ambiguity and change
20
Financial Analysis, Associate Resume Examples & Samples
- Support the P&L development for the quarterly investment process
- Provide insightful observations and make recommendations to maximize ROI
- Perform ad-hoc analytics backed by empirical data
- Proficiency in MS Office (especially Excel and Access)
- Excellent interpersonal skills necessary to work effectively with a variety of individuals and business partners
21
Financial Analysis, Associate Resume Examples & Samples
- Participate in the Expense Programs project and manage/lead multiple expense initiatives across various functional teams within CCB. Collaborate with Technology and Corporate groups for execution of initiatives and implementation of policies
- Identify and highlight saving opportunities by extrapolating large amounts of financial data. Build out reporting that provides metrics at an actionable level and highlights potential saves. Track achieved savings on a monthly basis for all cost reduction initiatives in flight. Disseminate project status updates regularly to Expense Program stakeholders
- Develop and build out monthly reporting packages that provide senior management transparency on expense drivers and headcount changes
- Generate expense walks/analysis for Quarterly Earnings, Investor Day and Business Review meetings including Annual Budget Reviews. Research and provide clear/concise commentary on variances
- Manage weekly Spend approval meetings with CCB CFO for discretionary spend and coordinate approvals from designated signatories within Lines of Businesses
- Can work across numerous lines of businesses and into corporate, high degree of patience for working through multiple iterations of work, and dealing with the demands of senior management and the unpredictable and constantly varying subject matter of projects
- Positive attitude and attention to detail
- Proficiency in all Microsoft Office applications and Essbase (preferred)
- 4 years or more of experience in Finance/Accounting
22
Senior Financial Analysis Associate Resume Examples & Samples
- Reconciliation of domestic and overseas expenses to the general ledger and coordination with domestic and overseas finance teams to manage expenses
- Review and analysis of expenses including annotation for primary drivers and variances to senior management
- Build strong relationships with LOB finance teams
- Drive annual planning, monthly forecasting and centralized reporting processes
- Partner with the business in building plans and associated budgets/forecasts/variance analyses and assist in understanding the inputs to and conclusions that can be drawn from the analysis of performance vs. plan and financial forecasting
- Maintenance of the firm-wide global outside counsel expense database
- Contribute to automation and process improvement initiatives
- Bachelors Degree in Accounting or Finance preferred
- 5-7 years financial services industry with prior experience in planning and analysis and/or budgeting and forecasting required
- Advanced analytical skills, problem solving, good critical thinking and decision-making skills
- Excellent written and oral communication skills with the ability to present information in varying degrees of detail and form depending on the audience
- Proven ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
- Highly organized, extremely detail and control oriented
- Proven ability to multi-task and quickly assess and adjust priorities
- Advanced Excel skills preferred. VBA/Macro knowledge a plus
- Knowledge of financial systems a plus including MIS Essbase and Access Database
23
Financial Analysis Associate Residual Risk Management Resume Examples & Samples
- Partnering with existing staff supporting the development and maintenance of manufacturer lease client reporting and billing
- Performing ad-hoc analysis to enhance decisions and improve profitability
- Interacting with technology group supporting the enhancement of the current residual risk model and automation of reporting and analysis. Experience with Access Reports preferred
- Minimum of 4 yrs experience in finance, data analysis or quantitative field
- Experience working with large data sets
- Strong Microsoft Office Suite with strong Access capabilities and Access Reports
- Experience working in a control environment
- Experience working with technology and operational groups
- Passion to learn, contribute and grow
24
Financial Analysis Associate Resume Examples & Samples
- Continuous review of processes with the goal of providing timely and accurate Management Reporting
- Consolidation and review of Enterprise Technology planning and forecasting processes. Work with Corporate and the other Enterprise Technology P&A teams
- Minimum 2-4 years Financial Reporting experience (preferably Technology Finance)
- Hyperion Essbase and SAPCO tool knowledge is a plus
25
Senior Financial Analysis Associate Resume Examples & Samples
- 5+ year financial / accounting experience
- Knowledge of monthend close, forecasting, captial forecasts preferred
- Logical, analytical, clear thinker
- Strong communicator
- Excellent spreadsheet skills
- Good relationship builder
- Essbase and SAP experience would be advantageous
- Proactive approach to improvement
26
Senior Financial Analysis Associate Resume Examples & Samples
- Work with Enterprise Technology P&A Reporting team on month end close deliverables, including monthly Outlook, Walk-forwards, Cash Taxonomy, Investment Analysis, Variance Analysis, Risks, and other monthly deliverables
- Develop and prepare monthly GT Admin decks to provide transparency and analysis to head of GT Admin, as well as the silo managers within GT Admin. Monthly meetings cover forecast variances to Budget and Run Rate, Monthly, Year to Date and Annualized Actuals, Outlook and Budget
- Partner with the GT Admin team and Corporate Accounting to provide transparency and insight to technology expense, efficiency and resource agenda
- Participate in Mid Year Forecast, ICAAP, CCAR and Budget processes
- Liaise extensively with finance team members and business partners
- Develop and maintain multi year waterfalls for expense and headcount movement which are utilized in Senior Executive Planning and Forecasting presentations
- Ad hoc initiatives across Investment Management, Location Strategy, Vendor Management and Recoveries
- Monitor performance, ensure delivery and provide business and financial transparency for variances to target
- Partner with BFM colleagues to incorporate and agree to best practices
- Assist Enterprise Technology P&A Reporting team on monthly and ad hoc requests
- 4-6 years Financial Reporting experience (preferably Technology Finance)
- Excellent multi-tasking and prioritizing skills
- Previous experience with Hyperion Essbase and SAPCO tool knowledge
27
Senior Financial Analysis Associate Resume Examples & Samples
- Partner with the various Enterprise Technology Finance teams to provide transparency and insight to technology expense, delivery schedule, efficiency programs, and resource agenda
- Provide monthly financial reporting and analytics for Enterprise Technology CFO. Partner with Corporate Reporting and other Planning & Analysis teams within Technology on monthly reporting and analysis
- Manage completion of monthly corporate deliverables, including interaction with Finance teams to provide commentary and walk forwards of monthly expense trends, movements and risks
- Reporting of the monthly Consent, Enteprise Wide Programs and other Regulatory expenses (P&L and Cash Views)
- Minimum 4-6 years Financial Reporting experience (preferably Technology Finance)
28
Senior Financial Analysis Associate Resume Examples & Samples
- Managing Total Cost of Ownership product calculation and product margin through use of industry standard tool sets (i.e. ITBM, Apptio, vRealize)
- Cost modeling the creation of new products and providing annual pricing guidance for all products in the product area
- Regular engagement with product owners from each business unit to review product financials, trends and exception reports
- Minimum 3 years experience with data mining/gathering and manipulation
- Cost modeling or activity based costing experience preferred
- Strong technology, industry standard tool set experience
- Proven ability to influence and collaborate outside organization to obtain goals
- Experience benchmarking technology costs across industry competitors
29
Financial Analysis Associate Resume Examples & Samples
- Develop and build out monthly reporting packages that provide senior management transparency on expense and headcount information
- Generate expense walks/analysis for Quarterly Earnings, Investor Day and Business Review meetings including Annual Budget Reviews. Research and provide clear/concise commentary on variances for monthly Taxonomy Reporting to Corporate
- Participate in the Expense Programs project and manage/lead multiple expense initiatives across various functional teams. Liaise with Corporate groups like S&PS (Sourcing & Procurement Services), VMO (Vendor Management Office) and A/P (Accounts Payable) for execution and implementation of policies
- Identify and highlight saving opportunities by extrapolating large amounts of financial data. Track achieved savings on a monthly basis for all cost reduction initiatives in flight
- Develop analytical reporting to provide insights into cost drivers, benchmarking comparisons with other divisions of JPMC and make recommendations for policy/ process improvements
- Roles and Responsibilities
30
Financial Analysis Associate Resume Examples & Samples
- Own client profitability for Business Banking and the full view of client profitability across the Chase for Business franchise – including Business Card and Chase Commerce Solutions (CCSo)
- Passionate problem solver and critical thinker with exceptional analytical skills
- Strong project management skills with a proven track record of executing against deliverables
- Excellent oral & written communication skills; able to synthesize large amounts of data, summarize key concepts and articulate relevant issues to senior managers
- Strong technical data skills; proven track record of partnering with data scientists to deliver analytical insights
- 3-5 years of relevant experience in financial analysis, client profitability analytics, pricing strategy
- Bachelor’s Degree in Finance, Economics, or related field
31
Senior Financial Analysis Associate Resume Examples & Samples
- Minimum of 5+ years of financial/accounting management experience
- Banking/IT experience preferred
- Expertise of JPMC financial systems preferred
- Essbase Tools - Financial reporting; SAPCO; Clarity project tool knowledge a plus
32
CIB F&BM Treasury Liquidity Financial Analysis Associate Resume Examples & Samples
- Participate on the ongoing process improvements, optimization and rationalization efforts within Resolution and Recovery as it relates to liquidity and the CIB
- Assist in the production of legal entity plans under the resolution exercise and analyze changes period over period
- Understand changes in balance sheet and overall business drivers as it relates to liquidity impacts within resolution
- Interpret CIB Sub-LOB liquidity stress allocation for different reports (US LCR, Stress and NSFR)
- Utilize knowledge of financial products, apply a deep understanding of regulatory guidelines (Basel III, US LCR) and main measurements (LCR, NSFR) to determine their potential impact for the CIB
- Interact and partner with senior CIB Treasury and business leadership, Controllers, Global Treasury, Liquidity Risk Oversight and other related areas to obtain, understand, and analyze information in relation to balance sheet, resolution, and liquidity implications for the CIB
- Work independently and collaboratively and establish close partnerships with key CIBT stakeholders
- Keep up-to-date on regulatory developments impacting CIB Treasury
- Bachelor degree required, minimum 2+ years of working experience in Finance with emphasis in analytical work
- Strong analytical, creative thinking and problem solving skills. Comfortable in building models and managing large amounts of data and identifying takeaways
- Good understanding of finance and financial markets
- Strong interpersonal and communication (verbal and written) skills. Ability to present information in a clear, concise, and effective manner
- Ability to work effectively with senior management
- Organized and able to execute responsibilities with limited supervision and taking ownership of tasks at hand
- Ability to work under pressure, prioritize multiple tasks and bring them to completion
- Strong computer skills, particularly in Excel, PowerPoint, Word and Access
33
Financial Analysis Associate Resume Examples & Samples
- BS degree with emphasis in Finance or Accounting; additional emphasis in IT or MIS a plus
- 5+ years’ experience in Reporting and Analytics including documentation of report requirements, data sources and the related analysis, preferably within the financial service industry
- Advanced analytical and quantitative skills; ability to identify relationships between various data elements and information
- Strong working knowledge of MS Excel with advanced functions such as VLOOKUP required
34
Financial Analysis Associate Resume Examples & Samples
- The candidate will serve as a Finance representative for payment product partnership and distribution deals, business modeling and strategies
- Develop, enhance and maintain existing and new valuation models and methodologies
- Collaborate with the M&A team on due diligence for acquisitions, partnerships and divestitures
- Maintain control agenda regarding corporate model governance, RCSA’s, user tools, etc
- Bachelor’s degree in Finance or Accounting (or related discipline) Advanced degree or professional certification preferred
- 1 - 4 years of business experience in strong analytical positions (investment banking, consulting, card background preferred)
- Ability to research and understand competitor product suite and participate in building products to win in the market
- Proactive – continually drives to understand unique needs of each business and/or program and challenges status quo
- Comfort in working with ambiguous goals and objectives
- High proficiency in Microsoft Excel, PowerPoint and Word
- Hyperion Essbase, SAS and SQL a plus, but not required
35
Financial Analysis Associate Resume Examples & Samples
- Oversee the implementation of Business Requirements and act as a liaison between the requestor and IT team from intake through delivery
- Responsible for User Acceptance Testing and post-production testing, including developing test plans, test cases and ensuring testing coverage
- Work closely with business partners to understand business process changes, infrastructure capacity and environment requirements for new and existing engagements
- Identify areas of improvement and implement change to improve efficiency and shorten product delivery timelines while maintaining appropriate controls
- Provide business intelligence and controls to the External Reporting data model to cater to the needs of the continuously changing reporting requirements
- Read, understand, and develop SQL (including Oracle SQL, Toad and optionally SAS) statements to pull data from multiple data sources
- Self motivated individual with strong attention to details
- Possess strong written and verbal communication with the ability to use tact and diplomacy to maintain effective working relationships and resolve problems
- Effectively communicate with both technical and non-technical audiences
- Proficient in prioritizing multiple tasks and organizing to achieve successful results
- Be accountable for adherence to established procedures and controls
- Ability to work under stringent deadlines stressing urgency to achieve goals with expected quality and in accordance with required policies and procedures Strong organization and multi-tasking skills are critical
36
Financial Analysis Associate Resume Examples & Samples
- Assist with firm-wide key financial projects for Business Banking such as automation of other teams to support other strategic business projects
- High degree of patience for working through multiple iterations of work, and dealing with the demands of senior management and the unpredictable and constantly varying subject matter of projects
- BA/BS in Finance, Economics, Accounting or related field with 2+ years of related experience
37
Financial Analysis Associate Resume Examples & Samples
- Review of client contracts and setting up of Financial, Rebate, and Performance Guarantees in respective systems
- Development, analysis, validation and communication of reporting provided to Account Management
- Communicate cross functionally with various departments via set up conference calls
- Conduct special projects as assigned
- Assist Account Management with issue resolution by providing data analysis and special reporting requests
- Provide data and answer questions to assist with Internal and External Audits
- Bachelors degree in business
- 2 - 3 years work experience
- Excellent customer service and communication skills preferred
- Excellent PC skills with ability to utilize MS Excel and Access
- Knowledge of PBM and healthcare industry preferred
- Ability to organize and plan multiple projects
- Ability to demonstrate self-initiative, work cross functionally to resolve issues as they occur
- Proven ability to work under tight deadlines
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Financial Analysis Associate Resume Examples & Samples
- Prepare accurate and timely consolidated monthly reports, with associated analysis, for senior management
- Partner with finance business management for each function to effectively manage forecast on a monthly, quarterly, and annual basis
- Coordinate with business partners to manage forecast and budgeting efforts
- Establish and maintain business relationships with internal and external stakeholders
- 3-5 years of related financial analytical experience
- Excellent interpersonal skills necessary to communicate with senior leaders across the CCB Finance organization
- Strong communication skills with internal and external stakeholders
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Financial Analysis Associate Resume Examples & Samples
- Demonstrated initiative with commitment and ability to work under pressure and meet tight deadlines
- Strong business, organizational and communication skills
- Ability to multitask
- Process mass adjustment requests from clients, account teams and/or functional areas. Analyze and audit adjustment requests due to claims processing issues, conduct detailed audit of system set up to ensure accuracy of the client’s claims adjustment requests and ‘before and after’ analyses of the claims re-price files. Prepare and produce an adjustment report to assigned business unit. Extract claims based on the requirements provided by the assigned business unit
- Participate and communicate in daily account management team conference calls/meetings to discuss adjustment requests and ensure issues are addressed in a timely manner
- Ensure all documentation is maintained for audit purposes
- Must be proficient with Microsoft Excel, Word, Access and Office
- LI-PM1
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Financial Analysis Associate Resume Examples & Samples
- Understand the line of business P&L and its drivers
- Proactively recommend ways to better our forecasting and improve processes
- Develop analytics and reporting to provide insights on business performance and forecast variances
- Partner effectively with other teams including the finance community and the business
- Minimum 1-2 years experience in an analytical role
- Strong desire and ability to learn new concepts quickly
- SAS/SQL experience preferred but not required
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Financial Analysis Associate Resume Examples & Samples
- Internal Audit cleanup of negative balances in Anchor involving in depth research and resolving issues with pharmacies directly. Negative balances will be grouped by type and amount. Independent discretion will determine if there is potential payment can be recouped or if case needs to be closed. The data will be presented to Sr. Manager and Director for final approval.. This process may require developing resources in other departments to assist with recoupment and removal from system
- Review data of various projects to deduct payment or apply additional payments to pharmacies and chains. Common requests are for late paid penalty interest, claims reversed and unable to reprocess and incorrect rates that can only be corrected by manual check, recoupment letter or manual adjustment. The business analyst will work with other departments to determine payment type, and check stock code. For those requests that can be applied as a manual adjustment, this position will upload Manual Adjustments including late payment interest calculations; claims unable to reprocess and pricing adjustments. Large projects may require increase communication with pharmacies to resolve. The analyst will respond to internal and external inquiries and provide supporting documentation if required
- Review daily check registers. Determine if the daily amounts fall into expected cash flow amounts. If so, the analyst will report to Treasury that the payment files can be approved to be released. This position will prepare cash flow forecast reporting for the Director, Accounting and Treasury If the daily check register totals are not in expected range, the analyst will need to work with ICW, IBS and FISD to identify if there is an issue that needs attention before the payment files are released to the bank
- The Pharmacy Remittance department has checks pulled for Fraud, Waste & Abuse, for intercompany checks, some that are voided and some mailed and some checks pulled to offset negative balances. The analyst will reconcile the internal company checks with Treasury, Accounting and Negative Balance Collections departments. Attend regular meetings with Accounting and Fraud, Waste & Abuse and provide reporting for payment withholds and tracking for Fraud, Waste & Abuse. Evaluate over withholding of payment and submit check requests
- Pharmacy Remittance team relays payment terms to IBS to load in order for ESI to meet Federal State and Contract terms. This role will work with Legal, Account Management, IBS to ensure payments are due to or due from pharmacies. This may require the analyst to identify errors and engage Retail Network, Account Management, Legal, FISD and other departments as needed. This role will evaluate claims paid late to determine if they are subject to penalties, calculate interest, determine method of payment and provide summary to Account Management and Retail Network.. This role may need to initiate further research to determine if payments are really due, and not just follow orders from a requestor
- Maintain the SharePoint of checks held for Fraud, Waste & Abuse. Research claim data and provide requested documentation for Audit and Account Management. Educate others on redacting, when applicable to limit risk of pricing disclosure
- Monitor electronic 835 reports; maintain Nondisclosure Agreements with vendors to ensure the files are being sent to the correct processor to reduce risk of misdirected PHI. Misdirected files will need to be corrected and a HITECH form completed. Maintain Nondisclosure Agreements with vendors to protect our pricing contracts between pharmacies
- BA/BS in Finance, Business or related
- 1-2 years in related field, experience in PBM or Healthcare industry preferred
- Advanced Excel skills including pivot and VLookup, Microsoft Office, SharePoint
- Provide solutions to a variety of complex problems
- Ability to work independently and as a team
- Proven ability to meet deadlines. Identify and provide solutions
- Take initiative while working within the company’s practices and standards
- Ability to communicate clearly and demonstrate excellent customer service skills
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Financial Analysis Associate Resume Examples & Samples
- 5+ years of relevant finance/accounting experience
- BS/BA Finance/Economics/Accounting
- Real estate experience is a plus
- Strong computer skills including Excel and PowerPoint / Pitchpro, ability to work with large data sets such as Essbase preferred
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Financial Analysis Associate Resume Examples & Samples
- Bachelor Degree in Finance/Accounting, Economics, Data Analytics or equivalent experience
- Minimum 3 years financial planning, forecasting, investment and/or project planning & management
- Strong financial analytics skills. cost modeling or activity based costing experience preferred Strong technology, industry standard tool set experience preferred (Hyperion EssBase, SAP, SAPCO, TAMS, and/or MARS)
- Strong listening, presentation, communication and influencing skills, attention to detail and teamwork ability
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Financial & Analysis Associate Resume Examples & Samples
- Play leading role in the annual expense planning process together with monthly forecasting and reporting
- Develop detailed expense budget and forecast models to drive high quality decision-making
- Analyze expense trends in the business each month and produce detailed reports for senior management highlighting key changes
- Explore factors impacting Marketing spend including working with business partners to identify and support sales trends, client wins/losses and market outlook/performance
- Play a leading role in liaising with country Sales and Marketing teams on business specific strategic marketing initiatives
- Develop presentations and detailed financial expense analyses and present to senior management
- Strong academics including bachelor’s degree in a numeric discipline
- Experience acting as a successful finance business partner
- Experience with financial modeling is preferred
- Advanced Excel skills required, experience with TM1 Cognos preferred VBA skills a plus
- Focused attention to detail and high standards for quality and accuracy in his/her work product
- A desire to work in a high-energy environment with a dedicated commitment to excellence
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Financial Analysis Associate, Operations Resume Examples & Samples
- Support Director in driving departmental and deal level expense management, controls and budgeting process
- Prepare and maintain company’s operating budget
- Create and manage models used for expense management and budgeting
- Coordination and development of monthly and quarterly operations reporting packages
- Collaborate with the asset management and underwriting teams to ensure that Fund goals and business plan objectives align with the organization’s overall strategy from an operations perspective
- Provide project management and coordination to Fund Financial and Valuation audits for Opportunity Funds and Real Estate Funds Asset Management team; act as liaison and first line of communication with auditors for PBC requests
- Provide coordination and support to Director in managing Americas Data Subscriptions by contacting vendors, managing user lists, fielding requests and working with Global Vendor Management Office
- Ad hoc analysis and reporting as required
- Strong financial modeling, analytical and quantitative skills
- Knowledge of financial statements, asset valuation techniques and cash flow analysis
- Working knowledge of accounting and audit concepts, experience supporting an audit
- General knowledge of Private Equity fund operations
- Excellent interpersonal skills, including ability to communicate clearly and concisely both orally and in writing with all levels of management
- Hard-working, detail oriented and committed to producing great end results
- Ability to work with detailed financial or other data and to understand and communicate macro implications
- Ability to thrive in a fast paced, rapidly changing work environment with many competing priorities
- Ability to work in a deadline-driven environment with low to moderate supervision
- Ability to work autonomously and as a member of a team
- Minimum 5-7 years of progressive work experience required
- Corporate finance/accounting, fund operations or other strategic consulting experience desired
- Advanced knowledge of Word, Excel, Outlook and PowerPoint (Microsoft Office Suite 2003/2007)
- Expertise in Excel is a must, including ability to summarize data via formulas, lookups, Pivot Tables, conditional formatting, etc
- Knowledge of Hyperion ESSBASE and SQL a plus
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Financial Analysis Associate Manager Resume Examples & Samples
- Prepare the strategic and operating plans for the Region and utilize forecast updates to impact/guide management decisions
- Lead team members to ensure team efficiency and effectiveness (e.g., conflict/problem resolution, process/system improvements, resource procurement, supportive environment)
- High-level of knowledge of general corporate finance
- Demonstrated depth of financial and analytical expertise
- Knowledge of accounting principles and general audit procedures
- Exposure to talent and people management skills – screen/interview candidates, deliver/document performance feedback, manage/address performance issues, identify High Potential talent, recommend promotions and provide career guidance and mentorship
