Financial Analysis Resume Samples

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S King

Sigrid

King

23103 Gutmann Track

Philadelphia

+1 (555) 342 1224

23103 Gutmann Track

Philadelphia

Phone

p +1 (555) 342 1224

Experience Experience

Houston, TX

Financial Analysis

Houston, TX

Wolf, Botsford and Mills

Houston, TX

Financial Analysis

Develop analytics to provide insights on business performance to support business decisions
Capacity to work cross-functionally to create efficiencies and develop solutions to business problems
Develop analytics to provide insights of business performance to support business decisions
Establishing and maintaining strong working relationships across MB businesses and other control groups (i.e., risk management, compliance, legal, etc.); and
Identify potential issues and make recommendations to management to improve current processes
Understand the business strategy and provide highly relevant insight into business performance
Analyzing cost and consumption information and providing commentary for monthly presentations to IT senior management

Philadelphia, PA

Senior Adv, Financial Analysis

Philadelphia, PA

Corkery, Wisozk and Durgan

Philadelphia, PA

Senior Adv, Financial Analysis

Work with various subject matter experts (SMEs) on complex GFS operations issues like dispute management etc which can have an AR impact
Performs analysis to support forecasting for several aspects of the company's financial performance
Interact with the team of accounting professionals with emphasis on career development, functional execution, and continuous improvement
Business Partnering & Planning - Prepare analyses of the ISG financial and business performance to support management’s strategic decision making
Provide deal structure expertise & pricing recommendations that improve win rates, margin or ROI while mitigating
Provide correct, up-to-date and timely financial data to business owners in user-friendly format
Providing competitive analyses

present

Los Angeles, CA

Financial Analysis Senior Analyst

Los Angeles, CA

Hintz, Schumm and Schowalter

present

Los Angeles, CA

Financial Analysis Senior Analyst

present

Participate actively on forecast discussions, provide financial data, identify opportunities and drive process improvement
Develop and monitor/weekly metrics and performance against forecast
End to end ownership - development and publish of assigned Global Management reports, including related communication with users
Work with team members for effective close management process, with good drilldown and analysis to support bridge to forecast and outlooks
Assist in the development of all automated reports, ensuring their accuracy and business relevance
Support day-to day decisions by business leaders of the teams supported, by providing financial data in management-friendly format
Work in finance team and contribute ideas to improve areas of responsibilities

Education Education

Bachelor’s Degree in Finance

Brigham Young University

Bachelor’s Degree in Finance

Skills Skills

Ability use analytical methods and tools to assist in research to remediate data quality issues and to ensure accuracy of information reported
Strong operational skills and ability to prioritize
Strong attention to detail
Strong communication (written and verbal) and attention to detail
Strong communication and teamwork ability
Strong communication & organizational skills, including good judgment and decision making abilities
Ability to work in a fluid and changing environment, adapts to change, ability to reprioritize and regroup based on latest information
Strong communication skills with the ability to deliver controversial messages to senior management
Support the monthly client profitability production cycle, including support for data adjustments and review of control data
Assist in preparation of insightful, high quality Senior Management presentations

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Associate, Financial Analysis Resume Examples & Samples

Prepare and present the budget/forecast and actual reporting for the business leaders and finance management with useful, relevant insights into business activities
Analysis, communication and presentation of Risk and Opportunities on a monthly basis to the supported business units
Consistently review and enhance expense allocation methodology and process (forecast and actuals) for the business units
Provide insightful observations and variance explanations to the business units on the operations expenses using rate and metrics for evaluation
Facilitate yearly roundtable discussion with CFOs for upcoming budget submissions regarding functional allocation methodologies
Develop solid cross functional knowledge of the rest of the business to better understand the impact to Card Services business units so that recommendations are meaningful and appropriate for the LOB
Work closely with CCB P&A team to ensure transparency of operating expenses into the LOB
Provide support to the business case process including review of operations data in business cases, impact to business units and participation in the post-implementation review process
Management of expense segmentation end-to-end process of tool/cube maintenance, methodology definition and implementation, data controls, and business unit/management reporting
Assist with Consolidated Card Expense and Headcount ad-hoc reporting as needed
6 years of financial, business analysis, consulting or equivalent analytical experience
BS degree in Business, Accounting, Finance, Economics, Engineering or related discipline. CPA, MBA or Advanced degree preferred
Excellent hands-on analytical skills to translate variety of business problems into meaningful analyses, self identify data sources to analyze and deliver insightful results
Firm understanding of Operating Expense components and proven ability to analyze expense drivers and understanding of P&L dynamics
Excellent communication and interpersonal skills with the ability to effectively work and communicate independently and as part of team across functions and organization levels are required
Extremely proficient in MS Excel, PowerPoint with the ability to control and analyze data to draw insights and create senior management worthy presentations
Experience in Hyperion Essbase preferred
Capable of working in a dynamic environment, handling multiple deliverables under tight deadlines, and ability to respond to issues quickly and creatively with accuracy
Proactive, Self starter - continual drive to understand unique needs of business units and/or programs and always looking to challenge the status quo
Credit card business knowledge and experience preferred

Cib-mbm Finance Financial Analysis Resume Examples & Samples

Controllers role and governance on the local ledger expenses
Maintenance reference data
Qualified accountant with at least 5 years post qualification experience

Financial Analysis, Mortgage Resume Examples & Samples

Able to comprehend both mortgage servicing/operational requests and gather/document requirements to allow IT partners to produce accurate and timely reporting
Ability use analytical methods and tools to assist in research to remediate data quality issues and enhance requirements
Able to communicate to both technical and non-technical audiences
Strong organizational and multi-tasking skills are critical
Previous programming experience on Oracle and/or MS SQL Server is preferred - or related technologies that encapsulates SQL
Able to serve as a Subject Matter Expert for Regulatory and other External Reporting requests
Able to lead and manage projects
BS/MS degree with emphasis in MIS, Computer Science, Math, Finance, Accounting or other quantitative/business discipline
3 years experience in a process environment, preferably within the Mortgage Servicing or other financial services industry
3 years experience in Business Program Management, MIS/IT Reporting and Analytics, or related area
Solid understanding of both agile and waterfall development methodologies, which include all phases from discovery/analysis through implementation
Beginning to intermediate experience in SQL, SAS, and/or Oracle environments is highly desired (use of tools like Toad & SQL plus are preferred)
Technology background (programming and/or tech writer) is preferred
Strong working knowledge of MS Excel and advanced data manipulation functions (VLOOKUP, ODBC, VBA) is preferred

Associate, Financial Analysis Resume Examples & Samples

Understand business strategies in order to optimize efficiency and maximize profits
Knowledge of accounting, finance theory, data sources and definitions, modeling, creative problem solving and the economics of the business
Firm understanding of P&L components and proven ability to analyze P&L drivers, understand the dynamics, and communicate the results
Must be proficient in Essbase and MS Excel with knowledge of pivot tables, lookups and other higher level functions
Strong analytical and problem solving skills, which will require interpreting large amounts of data and converting it into meaningful information
Ability to question the status quo and improve processes
Capability to manage multiple projects and deadlines, while working independently
Must have business acumen to understand the "big picture" and quantitative skills to analyze and interpret statistical trends
Partner with cross functional teams and influence without authority
3+ years financial analytical experience
Bachelor’s degree in Finance, Accounting or business-related field

Associate, Financial Analysis Resume Examples & Samples

The candidate will serve as a Finance lead for payment product partnership and distribution deals, business modeling and strategies
Candidate will be responsible for the valuation of potential new co-brand partnership opportunities and renewal of existing partnerships
Daily interaction with key stakeholders to understand and deliver business needs while managing numerous concurrent initiatives
Support business development to create and present compelling internal and external proposals
Conduct actual vs. deal P&L analysis for deals signed over recent years
Responsible for due diligence of the prospects (for publicly listed companies), including assessment of the financial viability of the prospect and strategic fit within the Card Services division
Bachelor’s degree in Finance or Accounting (or related discipline)
3 - 5years of business experience with at least 2 years of credit card industry experience
Previous experience and knowledge of Cobrand relationships preferred
Strong mix of analytical, written and presentation skills
Knowledge of different valuation methodologies and experience in valuation of companies/portfolios
Influencing skills and ability to concisely articulate key recommendations
Experience in interacting and communicating recommendations to business leaders for line of business
Superior organizational and process skills, attention to detail
Proficiency in Microsoft Excel, PowerPoint and Word
Hyperion Essbase, SAS and SQL a plus

Financial Analysis, Consumer Banking, VP Resume Examples & Samples

Manage and oversee analysis on expenses during multi-year forecasting process
Work across multiple groups and organizations to understand expense drivers and forecasts
Develop and build out reporting that provides senior management transparency on expense information
5-10 years of experience in Finance/Accounting; Banking Industry experience a plus

Financial Analysis Resume Examples & Samples

Responsible for leading a team of Modelers and Analysts to build on the current price decision analytic processes and recommendation Supervise the design and development of a broad range of pricing models
Monitor the performance of developed models in accordance with established company model risk policies. This includes performance back-testing, benchmarking model performance against the performance of similar models, and documenting results in accordance with regulatory guidelines
Develop collaborative & influential relationships with Finance, Product/Pricing, Sales, Operations, Credit, and Data Management teams to improve analytics and refine reporting and actionable recommendations
Conduct advanced statistical analyses and communicate results to senior staff within CAF
Research & implement web-based business intelligence tools to facilitate querying, ad hoc analysis, and automated report production that will provide performance tracking and analysis on champion/challenger strategies for CAF

Associate, Financial Analysis Resume Examples & Samples

Prepare monthly reporting for the Card components of legal entity, which includes analysis of actual vs. budget/forecast results
Coordinate the Card LE forecast process that identifies and translates the Card LOB forecast into the appropriate legal entities
Prepare analysis and schedules to support the Card legal entity budgeting/forecasting process
Participate in the mid-year ICAAP and year-end CCAR/DFAST activities
Coordinate with LOB Planning team and update Card legal entity outlook as appropriate in Corporate and CCB reporting cubes
Reconcile and validate CUSA data in Liquidity Repository and monitor CUSA LCR
Assist with Corporate projects that pertain to the LE-LOB infrastructure
Participate in RCSA testing as it pertains to legal entity processes
Ad hoc reporting and analysis as required
Minimum 5 years financial analysis or accounting experience, credit card industry experience a plus
Strong interpersonalskills; ability to interact with broad scope of employees, including those at more tenured levels
Self-motivated individual with the ability to effectively prioritize multiple projects and tasks
Proficiency in Microsoft applications and Essbase

VP-financial Analysis, Card Resume Examples & Samples

Managing and coordinating annual budget process, financial estimates & management presentations required by the Card Business Unit CFOs, Payment Network and Card Support function leaders
Effectively analyzing variances of actual results to budget and forecast and providing meaningful recommendations and observations for expense management
Overseeing Planning & Forecasting, Financial Advisory, Financial Reporting, Management Accounting, and Financial Data
Ongoing collaboration with Card Business Unit CFOs with respect to resource planning to maximize/manage staffing and deliver efficiency and effectiveness of the organization
Ensure organizational compliance with policies and procedures with regard to spend approval, headcount/resources, pre-approval & business cases
Effectively manage staff, appropriately delegate and manage the accuracy of financial and management reports
Manage expense segmentation process including cube maintenance, methodology definition and implementation, controls and reconciliation and business unit/management reporting
Graduate degree or CPA license preferred
Minimum of ten years of financial and analytical experience
Relevant finance experience within an expense function
Collaborative and proactive approach to identifying and fixing problems
Ability to acquire and develop team members as a part of effectively managing a team to a high level of performance
Advanced skills in Excel and Microsoft Office

Financial Analysis, VP-treasury Analytics Resume Examples & Samples

10 years financial services industry experience
Background in capital markets or investment banking, with strong working knowledge of interest rates, banking industry, retail financial products and services
Basic knowledge of securities markets, businesses and products offered by major financial institutions, as well a working knowledge of product classes such as credit card loans, mortgages, and retail deposits
Proficiency in Microsoft Excel, Word, and Power Point (required)

Financial Analysis, VP-treasury Resume Examples & Samples

Ensure continuous improvement and develop best-in-class analytical framework for forecasting deposit related key drivers
Stress and troubleshoot model results during development phases to ensure reasonable outcomes by providing insightful observations
Present model results to LOB CFOs, deposit modeling COE, & other key senior management partners
Research model vs. actual outcomes to refine segmentation and model inputs
Resolve outstanding deposit model issues needing attention (INAs) & corporate MRAs and MRIAs in a timely manner as well as develop solutions to prevent future issues
Ensure accurate and timely response to FRB questions
Proactively reach out to LOB to identify product changes and strategic initiatives that may impact model results and incorporate updates into model framework and overlay process
Build target state back-testing framework for deposit models
Write documentation to support Model Risk and Development (MRaD) & the Model Governance Group (MGG) approval process of new and existing models
Enhance CCAR/ICAAP submission narrative with most up-to-date logic and chronicle
Use database query tools to extract data from the ICDW/EDW
Ensure data integrity and accuracy for all model development needs
Perform ad hoc financial analysis and actuals research
Partner with other LOBs and functions to ensure best practices across the entire organization
Bachelors in Business/Finance or related field; MBA preferred
7+ years of experience in financial analysis/performance
Working knowledge of deposits highly desired
Self-starter with an ability to work independently and in a team to solve problems efficiently
Excellent verbal and written communication skills to translate data into concise, insightful, and actionable recommendations
Strong interpersonal skills and ability to present to all levels of management
Experience with ICDW/EDW and query tools such as SAS, TOAD or BRIO
Advanced PowerPoint and Excel skills; VBA is a plus

Financial Analysis Resume Examples & Samples

Direct extensive analysis of competitive pricing and market share using external surveys and coordinating feedback from sales force
Analyze consumer and competitor behavior related to pricing moves to improve upon existing strategies to maximize profitability
Develop and maintain P&L by product by region to analyze the profitability implications of pricing move
Prepare and present regular analysis on pricing to senior management and sales leaders
Support sales leaders with reporting, policy and process in managing pricing exceptions
Maintain robust processes in conjunction with partners in Capital Markets to implement pricing changes
Work with Production Channels, Capital Markets, and Technology to improve pricing processes and technology
Manage a team of 5-7
4-year college degree required; advanced degree is a plus
Quantitative and qualitative problem solving ability
Ability to work independently in a rapidly changing environment
Process and project management experience
8 years experience in the mortgage industry in a pricing, product, marketing or capital markets role strongly preferred

Financial Analysis, VP Resume Examples & Samples

Delivering accurate balance sheet and net interest income forecasts
Insuring we have clear, concise reporting of key drivers of growth, balance sheet or interest rate risk(s); and communicating these factors to senior executives
Continuously improving, rigorous testing and documenting forecasting tools via industry-leading practices
Executing in-depth analysis of changes in business strategy, customer behavior and macro-economic variables on the forecast
Partnering with Product Management and Marketing to capture promotional or product changes in the forecast
Bachelor's degree in accounting, finance, economics or related business discipline; MBA or advanced degree preferred
5-7 years of finance or product management or financial analysis experience, preferably in financial services with extensive knowledge of deposit and loan P&L drivers and metrics
Excellent written and verbal communication skills; history of delivering presentations at the CFO/CEO level
Ability to work on multiple, complex issues with a short turnaround
Problem solving/creative thinking
Proficient with Microsoft applications
Database query/data mining expertise desirable

Financial Analysis, VP-ccar Modeling Resume Examples & Samples

Practical expertise in standard analytical methods: generalized linear models, non-linear methods, time series, conditional likelihood methods, adaptive modeling techniques, and decision theoretic / optimization methods
Ability to identify discrepancies in data and handle them in a modeling context
Expertise in building customized code in SAS, SQL, S-Plus, R, or Matlab, with the ability to be Base SAS-certified within 90 days of starting employment

Business Management & Financial Analysis Resume Examples & Samples

Applications that monitor and report on suspected anti-money laundering activities along with screening activities of individuals and companies
Disclosure of Interest applications supporting the position and regulatory reporting globally, taking into consideration jurisdictional regulatory requirements
Trade Surveillance and Employee Compliance applications focused on the monitoring and surveillance of trading activities and employee activities in support of regulatory requirements
Advanced level expertise of MS Excel - pivot tables, application of financial formulas, macros
Essbase Tools - Financial reporting
SAPCO
Clarity PPM
Ability to analyze and interpret financial data
Ability to operate independently and navigate ambiguity

Financial Analysis Resume Examples & Samples

6 to 7 years experience in Auditing, Accounting, Internal Control and/or Finance
Big Four public accounting experience, and/or CPA is preferred
Strong communication (written and verbal) and attention to detail
Ability to travel 25% of the time or more
The candidate must be an experienced professional who possess strong auditing skills and a strong understanding of internal control systems within a financial institution. Good knowledge of the mortgage banking business, financial instruments and products is a plus
Supervise a staff (MB Internal Control - Quality Assurance Team) that will be responsible for the following
Ensuring internal control reviews are planned, organized and managed appropriately
Performing detailed risk and control assessments across MB functions and processes (to be determined & defined)
Performing audit-type testing across MB functions and processes (to be determined & defined)
Performing ongoing analysis of risk trends through the development and implementation of results based metrics
Working closely with regional and / or global business and information technology colleagues across MB as issues emerge and reporting them timely to management and other stakeholders
Establishing and maintaining strong working relationships across MB businesses and other control groups (i.e., risk management, compliance, legal, etc.); and
Staying current with evolving industry and regulatory changes, and analyze impact to business objectives, processes, and compliance JPMorgan Chase is an equal opportunity and affirmative action employer M/F/Disability/Veteran

Private Banking Financial Analysis Resume Examples & Samples

Bachelor’s degree required; MBA a plus
5-10 years experience in planning & reporting, analytic and financial modeling
A great aptitude for numbers and a quick grasp of new reporting applications
Must be extremely proficient with both Microsoft Excel and Powerpoint
Must be comfortable producing decks for, and presenting to, senior management
A desire to work in a team based environment and contribute as a team player
Banking industry experience is a plus

Financial Analysis Resume Examples & Samples

Develop presentations, analysis and supporting materials for Senior management
Provide qualitative and quantitative support for earnings releases (talking points, analyst presentation slides, back-up materials, etc.) and external investor presentations
Essential skills, experience, and qualifications
The candidate must be a self starter who is able to work in a fast paced, results-driven environment
BA/BS in Finance, Economics, Accounting or related field (MBA a plus) with 5-10 years of related experience, preferably in the financial services industry
Strong interpersonal, verbal and written communication skills - ability to synthesize financial information into concise, insightful and actionable recommendations; comfortable presenting to management
Solid partnership skills - ability to partner across all levels in Finance, the Business and other functional areas
Professional character - strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results oriented
Strong quantitative, analytical, and problem solving skills
Excellent organizational skills and the ability to manage multiple tasks simultaneously
Proficiency in Microsoft Office applications, particularly PowerPoint and Excel

Financial Analysis, Ed-operations P&A Resume Examples & Samples

Manage a team of direct and indirect reports responsible for running the Planning and Analysis and Operation business function processes including all aspects of actuals, budgeting and forecasting
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 business updates (talking points, presentation slides, additional back-up materials, etc.)
Manage the stress testing workstreams for CCB Operations Finance supporting submissions to regulatory agencies (CCAR etc.)
Manage consolidation requests related to the Operations Strategic Roadmap across CCB Operations, Technology and Mortgage Finance
Prepare presentations and supporting materials
Internal presentations given to staff
Regularly communicates and ensures key messages are cascaded throughout the organization
Ability to lead, negotiate, implement best practices, set priorities, plan, facilitate collaboration, coach, direct activities, and hold teams accountable
15 years of experience in budgeting and forecasting
MBA or CPA preferred but not required
Experience with JPMC accounting and MIS systems (SAPCO, Essbase ) required
Ability to successfully interact with senior level management and to partner at all levels across a large organization
Proven ability to work in a fast-paced environment and multitask to provide accurate and timely deliverables
Adaptable and comfortable with ambiguous business issues
Self starter, ambitious, intelligent and action oriented
Strong analytical and problem solving abilities
Maintains excellent working relationships with Regulators and Internal Audit and Control Partners

Financial Analysis Resume Examples & Samples

Coordinate & execute on budget, forecast, and stress testing processes
Perform expense and headcount reporting
Effectively analyze and report variances of actual results to budget and forecast
Analyze current and future business operations and plans to determine financial effectiveness
Drive process improvement within expense management to enhance reporting and gain efficiencies
Execute on CCB Expense Management initiatives
BS in Accounting, Finance or related discipline required
Experience in analysis of monthly performance (including accounting entries, accruals, etc.)
Strong presentation skills

Financial Analysis Card-de Resume Examples & Samples

Strong analytical, interpretive and problem solving skills with the ability to interpret large amounts of data and its impact in both operational and financial areas
Demonstrated excellent written and oral communication skills to clearly present analytical findings and make business recommendations via the use of Microsoft Word, Excel, and PowerPoint
Working knowledge of Hyperion Essbase preferred
Demonstrated ability to function in a highly team oriented atmosphere
Effective communication with other Finance teams and business units
Providing information and data to other Finance teams and business areas

Financial Analysis Resume Examples & Samples

Knowledge of mortgage industry competitive pricing analysis preferred
Knowledge of automated accounting systems preferred
At least two years of related finance, accounting or MIS experience
Strong PC Skills - spreadsheet, database and report management systems
Analytical, communication, organizational, and project management skills
Ability to access and process information and work under minimal supervision
BS in accounting, finance or CIS strongly preferred

Associate Financial Analysis Resume Examples & Samples

Managing their calculation of Total Cost of Ownership and product profitability through the Costing Model
Delivering the annual PPG product change cycle
Enabling Product Strategy development
Manage the Costing Model to accurately deliver linkage between GTI Product Owners and GTI Finance data in order to enable accurate monthly reporting
Analyze costing and recovery information to present and discuss monthly commentary to the senior Product Area management
Deliver improved accuracy in the profitability measurement through actions delivering increased productivity, recoveries and changes to the costing model
Engage with Product Owners from each business unit to identify key causes behind profitability trends/irregularities
Document and validate the requests for changes to the PPG product set
Model the costs for the creation of new products and providing annual pricing guidance for all products in the Product Area
Analyze the impact of product changes to customers (LOBs)
Collaborate with multiple teams to ensure accurate implementation of product changes
Provide actionable data to the GTI Product Area senior management to enable them to make business decisions around investments and product strategy
Work with the B&FM Product Area Lead, GTI Management and Product Owners to develop the business and financial aspects of product strategy
College degree or equivalent experience
Minimum 3 years of Allocation minimum
Minimum 5 years financial planning, forecasting and investment planning & management
Strong technology, industry toolset experience
Knowledge of Apptio tool preferred
Experience of benchmarking technology costs across industry competitors

Financial Analysis Resume Examples & Samples

Analyze financial data to provide insights on performance to finance and business leadership
Create, maintain, and enhance multi-year financial models for the business, assessing the impact of strategic decisions and trade-offs on the P&L
Hyperion Essbase, SQL & SAS code-writing proficiency preferred
Minimum of 3 years of experience required; a Master’s degree is a plus

Financial Analysis Resume Examples & Samples

Think holistically about credit card performance levers
Work directly with team members to identify issues and propose solutions to problems
Develop analytics to provide insights of business performance to support business decisions
Present your results and recommendations clearly and concisely
Ability to learn new concepts quickly

Manager of Financial Analysis Resume Examples & Samples

Compile Bank asset forecast in under a variety of economic conditions
Develop and support correlations between consumer credit card behavior and economy
Proactively apply stressed correlations to major P&L lines
Work closely with Credit and Treasury to pull through major impacts from stressed economy through relevant PNL lines ensuring alignment in assumptions
Develop and communicate analysis of balance sheet and capital under stress scenarios
Produce robust outputs, including, but not limited to, data audits, trend graphs, datasets used for governance and communication of stress test performance to Sr. Management, auditors and regulators
Maintain process documentation as needed to support governance requirements

VP, Financial Analysis Resume Examples & Samples

Monthly financial analysis and reporting, including Budget vs. Actual variance explanations, trend analysis, monthly forecast updates based on discussions with functional partners, and supplemental analysis of metrics and headcount
Annual Budget preparation including run rate analysis, expense savings opportunities and allocation methodology
Monthly review of domestic and international general ledger transaction details used to fully analyze results and prepare executive management reporting and financial forecasts
Key business indicators and metrics reporting
Ad hoc presentations and analysis
Bachelors Degree in Finance or Accounting
Minimum of 7 years experience
Computer literacy skills (Advanced Excel, PowerPoint, Word, Hyperion/Essbase, SAP) and technical adaptability
Ability to gather data from various systems, load it into appropriate applications, manipulate it and produce meaningful reports and analyses
Great oral communication skills and ability to liaise with senior management
Ability to access and process information, and work independently

Financial Analysis, Executive Director Resume Examples & Samples

Responsible for understanding the Auto Financing industry competitive landscape and develop pricing winning strategies to grow CAF market share and profitability
Improve the communication of market share and pricing competitive intelligence and develop further analysis to understand lenders economics and operating model and dealer economics and operating model
Responsible for leading a team of Modelers and competitive intelligence to build on the current price decision analytic processes and recommendation
Supervise the design and development of a broad range of pricing models
Develop pipeline of pricing tests. Track results and develop analytics with recommendations/actions
Develop collaborative & influential relationships with Finance, Product/Pricing, Sales, Operations, Credit, and Data Management teams to improve communication, analytics and refine reporting and actionable recommendations
Complete ad-hoc reporting & analysis, develop recommendations, and communicate to appropriate business owners, including Senior Management levels, to facilitate change
Take initiative and demonstrate innovation in the identification and development of new metrics, report design, creation, implementation, reporting processes, and areas of analytic focus

Manager, Business Unit Financial Analysis Resume Examples & Samples

Analyzes revenues and expenditures, researches variances, compiles financial data, and provides financial report for the business unit
Makes presentations of financial findings and recommendations to business unit senior management
Makes staffing decisions, manages expenses and salary review process for the division
Participates in developing division strategic plan and sets goals and priorities based on the direction set for the unit; follows through to ensure that objectives are met
Focus of role is on execution of strategic direction of business function activities

Associate Financial Analysis Resume Examples & Samples

Bachelor’s degree required, preferably in Finance or Accounting; MBA/CPA is a plus
Minimum 4-6 years of related financial analysis/accounting experience
Must have understanding of how to manage a P&L – Short and long term planning, forecasting, and impact management decisions on the results of the business
Must be a dynamic individual – with both an analytical skill-set and the ability to partner with and effectively with senior operations executives
Ability to develop, synthesize and present perspectives on key strategic/financial issues
Previous experience in operations/manufacturing a distinct advantage
Strong work ethic, leadership skills and a team player
Excellent PC skills primarily utilizing MS Office, with advanced proficiency in Excel and PowerPoint. Essbase experience a plus

Financial Analysis & Planningassistant Director Resume Examples & Samples

Prepare, review and consolidate annual budgets and outlooks
Provide monthly financial reporting and analysis, for use by senior Ernst & Young leaders
Maintain high employee morale, by encouraging teamwork and building strong internal and external client relationships
Assist with the month-end profit and loss close
Investigate the capabilities of software upgrades, to improve the reporting function
Guide supervising associates and analysts in their reporting and analysis work
Hire staff and manage their performance
Good interpersonal and communication skills, including the ability to listen
Computer proficiency in complex aspects of financial software packages, including Essbase, Hyperion, Business Objects, Excel, Access, PowerPoint, Lotus Notes and Internet Explorer
Good presentation, leadership, problem-solving, analytical, and listening skills
Confident with working with individuals at all levels within the firm
Good training skills
A professional, quality improvement-oriented approach
Proficiency with computers. Proficient in complex aspects of financial software packages, including Essbase, Hyperion, Business Objects, Excel, Access, PowerPoint, Lotus Notes, and Internet Explorer

Financial Analysis, VP-statistical Modeling Resume Examples & Samples

Building models for deposit growth, fee revenue, or other business drivers
Identifying data anomalies and other cases when more investigation is required as part of the model-building process
Communicating results across a wide variety of audiences, including Finance partners, modeling teams in Risk, and Model Governance
Performing statistical analysis to answer immediate business questions, which will affect business strategy
Linear and non-linear statistical modeling
Time series and forecasting
Bayesian methods
Non-parametric methods

Financial Analysis, VP Resume Examples & Samples

Support (design/modify/review) the reporting around EMR’s, performance dashboards, expenses, and headcount as per business requirements
Provide expense tracking for key initiatives
Support ad hoc requests from the Business, Senior Management, and CCB P&A
Team Management, supervision of daily work, providing feedback, appraisals, etc
Drive continuous process improvement within expense management to enhance reporting and gain efficiencies
Establishment of strong proactive relationships with all partners
Leading and driving expense reduction initiatives across CCB
Participate on project teams and oversee special projects as needed
Minimum of 6-8 years of financial/accounting management experience
Experience in Retail Financial Service/ banking industry preferred
Strong team/people management skills with experience working in a demanding environment
Strong analytical and presentation skills with attention to detail
Demonstrated leadership and organizational capabilities
Ability to multi-task and work autonomously within a team environment
Ability to interrogate and interpret financial data

Financial Analysis, VP-manager Resume Examples & Samples

Lead all aspects of regulatory financial reporting both to the Fed and the OCC – includes the annual CCAR process and the annual internal stress testing process (ICAAP) along with the quarterly analyses of actual results to the prior Fed submissions
Process lead for the CCB financial processes around the annual Fed stress testing (CCAR) and for ICAAP, in coordination with the JPMC Corporate Stress testing and financial reporting teams
Lead finance processes for quarterly Risk appetite process, in close coordination with the central and the business Risk teams
Lead financial reporting and analyses for the CCB legal entities in close partnership with the Corporate legal entity financial teams, the CCB systems team and the finance teams for the individual businesses within CCB
Perform ad hoc analytic projects and requests
Support regular financial processes and provide crucial back-up for other process leads on the team

Principal Financial Analysis Resume Examples & Samples

Act as project manager for deep dives and finance related marketing initiatives, such as
Ability to connect the bigger picture to day to day operations of the organization
Uses narratives, like stories and analogies, to communicate messages
Constructively challenges business partner assumptions and goals

Financial Analysis Senior Analyst Fdp Resume Examples & Samples

A desire for a career in Accounting / Finance
Self-starting and driven
Extracurricular activities

Financial Analysis Director Resume Examples & Samples

Proactively drive business results in partnership with the Greater China Senior Leadership Team: The Finance Director would need to clearly understand the operating levers of the business and advice on contingency plans and strategies for meeting agreed bottom-line and top-line targets. He/she would be responsible for recommending and monitoring an optimal balance in the revenue mix across different business units and multiple routes to market (including ‘direct to customer’, via channel partners and via distribution partners), ensuring the overall financial health of the business and optimizing resources to return greatest value to Dell
Ability to drive business strategy and lead finance teams across an omni-channel sales organization – Direct, Channel Partners, Distribution, etc. This includes pricing strategies, growth and profit strategies, etc
Ability to constructively push back and resolve major issues relating to finance policy, compliance and controls is a key expectation for this role. Willingness to share ideas and argue points of view, even if it is unpopular with others is critical
Engage as a thought leader in constant examination of the external and internal business/market environment to support Dell’s growth: The Finance Director will play a key role in assisting the Greater China President and Sales Vice Presidents and other Executives in exploring different options through sophisticated sensitivity analysis around the key operating parameters while acting as a broader business consultant. The Finance Director must understand broader organizational issues and work with cross functional teams in driving holistic business objectives to maximize profitability within risk and revenue recognition parameters acceptable to the Company. This would require the individual to provide analytical frameworks, scenarios (e.g. revenue recognition models) and options in terms of “what if” plans and alternative models that is innovative and legally compliant with the highest standards of financial propriety and discipline
Strengthen internal control systems and processes: Dell has grown rapidly over the last few years and the systems & internal control processes have been challenged in keeping pace with the size and scale of the business. One of the key priorities for the Finance Director would be to work with the Global Audit and Transformation resources to ensure internal controls, systems, processes & infrastructure in the business are properly reviewed and all Action Plans are followed up in a timely manner. Thereafter, constantly review and upgrade the same for improved productivity. In addition, the Finance Director will have a good handle on costs and will continually seek opportunities to optimize the operating cost base
Develop and transform the finance organization: The Finance Director will assess the bench strength and future needs of the organization to ensure that the department is rationalized and upgraded in a manner that best meets the needs of the business in a fast growing and evolving environment. He/she will also be responsible for transforming the team’s outlook, goals and drive the finance organization to achieve excellence. The Finance Director will be responsible for building and leading the Finance function human capital effectively and ensuring that the Dell’s finance team has the bandwidth and the capability to meet the demands of a growing organization in a competitive environment. People development, employee satisfaction, and retention are integral to the success of the organization. The Finance Director will need to have the ability to identify people and organizational requirements to enable achievement of short to long-term business plan results

Manager of Financial Analysis Resume Examples & Samples

Obtain a solid working knowledge of the primary drivers of operations and their impact on financial performance
Work with the operations team to identify cost savings opportunities and productivity enhancements leading to value creation for the organization
Track and report savings related to improvement projects and provide assistance to the Operations team to drive these improvements
Must be willing to respectfully challenge existing and historical practices, methods and procedures
The analysis of utilities will be emphasized with the focus on identifying ways to maximize energy utilization while minimizing utility cost
Lead the monthly forecasting process and ensure and encourage accountability the results
Lead the monthly close process for area of responsibility, including preparation of financial reports, variance analysis, cost packages, etc
Ensure a strong internal control environment. Perform assessments of the internal control processes and correct deficiencies where required
Ensure the completion of balance sheet account reconciliations to validate that account balances are correct and adequately supported
Participate in cross-functional business improvement initiatives

Financial Analysis Mortgage Banking Resume Examples & Samples

Maintain executive responsibility for Default servicing planning functions, including operational budgets, operational expense reviews, cost/benefit analysis, unit cost analysis, managerial reporting, financial metrics and financial decision support
Establish and maintain relationships with internal and external stakeholders
Set-up and/or oversee financial and operational controls and metrics within the Default servicing finance organization
Analyze current and future business operations and plans to determine financial effectiveness
Establish the performance goals, allocate resources, and manage employees
Work with Senior Management to explain and analyze budget to actual variances, develop/implement cost-reducing initiatives, and provide other decision-support as needed
Presentation of findings and reports to Executives, including CEO, CFO and SVP
Excellent interpersonal, communications, public speaking, and presentation skills
Solid working knowledge of investment and capital resource community
At least 5 years of experience, with 2 in an officer-level position
Masters degree and/or CPA/CFA preferred
Mortgage Banking or financial services background preferred
Ability to present a professional image and demeanor to internal and external customers
Intermediate to advanced knowledge of PCs and related software such as Excel, Word and Access
Demonstrated organizational skills and ability to handle confidential material

Financial Analysis Resume Examples & Samples

At least five years of related financial analytical experience
Experienced in analysis of monthly financial performance
Proficiency in computer navigation and Microsoft environment. Hyperion Essbase and SAP experience preferred
Strong communication & organizational skills, including good judgment and decision making abilities

Financial Analysis Resume Examples & Samples

Budgeting and Forecasting experience
Three years of related finance or accounting experience
Database Experience a plus
Work well with others, fostering a team environment

Financial Analysis Resume Examples & Samples

Maintain executive responsibility for Default servicing planning functions, including operational budgets, operational expense reviews, cost/benefit analysis, unit cost analysis, managerial reporting, financial metrics and financial decision support
Set-up and/or oversee financial and operational controls and metrics within the Default servicing finance organization
Establish the performance goals, allocate resources, and manage employees
Work with Senior Management to explain and analyze budget to actual variances, develop/implement cost-reducing initiatives, and provide other decision-support as needed
Presentation of findings and reports to Executives, including CEO, CFO and SVP
Excellent interpersonal, communications, public speaking, and presentation skills
Solid working knowledge of investment and capital resource community
At least 5 years of experience, with 2 in an officer-level position
Masters degree and/or CPA/CFA preferred
Mortgage Banking or financial services background preferred
Ability to present a professional image and demeanor to internal and external customers
Ability to communicate effectively both orally and in writing with internal and external customers
Intermediate to advanced knowledge of PCs and related software such as Excel, Word and Access
Demonstrated organizational skills and ability to handle confidential material

Manager, Business Unit Financial Analysis Resume Examples & Samples

Experience in developing, implementing and executing models developed using statistical techniques, such as OLS or ARIMA regressions
Excellent analytical skills that include statistical analysis, model development and execution
Experience using statistical programming languages such as SAS, R, S, STATA or MATLAB
Good oral and written communication skills, including presentation skills, the ability to create concise model documentation, as well as the ability to critically review and edit documents; a writing sample may be requested
Organizational and problem solving skills and attention to detail
Ability to partner effectively with peers, senior management and overseas partners
Investigative and questioning nature combined with sound business skills
Ability to work under pressure and organize, manage and prioritize multiple deliverables
Experience managing modeling deliverables and quantitative analysts, including the development and documentation of new quantitative models
Experience in financial planning and analysis, accounting, financial services and/or capital adequacy is a plus

CIB F&bm-technology P&A Financial Analysis Resume Examples & Samples

Partner with Tools and Applications technology teams for all system enhancements
Manage completion of monthly deliverables
Work on Annual Planning process with Business Management, Corporate & Central CIB Team
Provide monthly financial reporting and analytics for CIB Tech CFO and business managers

Financial Analysis Card-de Resume Examples & Samples

Think holistically about card performance levers
Develop creative solutions to real business problems
Provide long term considerations for simplifying our valuation process
Partner effectively with risk, finance and marketing teams
Present your results and recommendations clearly and concisely to senior management
Capable of working in a dynamic environment and managing multiple projects with tight timelines

Manager of Financial Analysis Resume Examples & Samples

Lead, manage, and provide all planning, forecasting and strategic planning deliverables to management
Develop financial models and analyses to support strategic initiatives, ROI calculations, capital enhancement planning, etc
Provide analysis of monthly financial results including the interpretation of current month performance as a predictive tool for attainment of full year performance expectations
Create and manage effective financial and operational metrics to provide management with concise information regarding financial performance
Assist in preparation of periodic management and executive review materials
Perform necessary financial analysis and valuation models in support of company acquisition activities including scenario modeling, dilution analysis, portfolio analysis, and other financial due diligence analysis as may be required
Assist in planning and execution of operational cost analysis to enhance profitability and improve process efficiencies
Work closely with management in assisting efficient execution of budget and forecast commitments, including communication to management of both progress toward attainment and plans to effect course corrections as necessary
Prepares all sensitive and confidential analysis as directed by the CEO or CFO as required
Five to ten years corporate financial analysis experience including M&A, divestiture, corporate due diligence and valuation analysis
Advanced Microsoft Excel and PowerPoint skills. Access skills preferred
Highest standards of accuracy and precision, preferred
Good planning and organizational skills to balance and prioritize work, preferred
Strong interpersonal skills for interacting with team members and upper management
Strong analytical and problem solving skills preferred
Strong presentation skills preferred

Contributor Financial Analysis Exempt Resume Examples & Samples

Demonstrated ability to successfully apply forecasting techniques to evaluate business goals
Articulates views in a clear and concise manner, including financial concepts to non-financial colleagues
Demonstrated advanced word processing, spreadsheet, and database application skills
The desire and tenacity to grow within the organization
Own market share reporting for a variety of audiences including executive level
Analyze internal / external information using data manipulation, correlation and statistical analysis

Financial Analysis, Mortgage Banking Resume Examples & Samples

Weekly, monthly and annual forecasting and reporting including origination volume, financials, headcount and other key metrics
Monthly and quarterly management reporting including monthly results summaries, business reviews, quarterly earnings, and competitive analysis
Ad-hoc analyses for finance and business audiences
Annual firm-wide stress testing
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
Exceptional analytical, problem solving, and critical thinking skills
Well organized; ability to prioritize, multi-task and meet deadlines
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

Business Management Lead-project & Financial Analysis Resume Examples & Samples

Bachelor's degree or relative experience required
7+ years of Project Management experience, including resource & project financial management experience
Ability to analyze and interpret financial data is required
Ability to operate independently and navigate ambiguity is required
Advanced level expertise of MS Excel - pivot tables, application of financial formulas, macros is required
Financial reporting is a plus
Clarity PPM is a plus

Avp-business / Financial Analysis Resume Examples & Samples

Bachelor's Degree in Computer Science
5+ years of related experience
Prior experience in an International Bank
Strong understanding of basic operational flows process modeling
Strong understanding of the profitability drivers of banks and large financial institutions
Ability to build strong relationships with senior stakeholders
Advanced understanding of project management best practices and methodologies
Section 165 Dodd Frank experience

Senior Analyst of Capital Management & Financial Analysis Resume Examples & Samples

3-5 years of progressive experience in financial planning and analysis, accounting and capital planning, including operating and capital budget management
Knowledge and familiarity with technology and/or retail distribution/wholesale operations and terminology is a plus
Knowledge and experience with GAAP, including strong knowledge of fixed asset accounting
Experience with G/L systems (SAP a plus)
Excellent communication and presentation skills, both verbal and written, along with the ability to influence and demonstrate confidence in communications with senior level management
Strong leadership, organizational and analytical and interpersonal skills are required. Must have the ability to manage conflict
Agile learner – able to quickly assimilate relationships between variables under analysis

Director Financial Analysis Resume Examples & Samples

Partners and provides financial and strategic advice to the Global Technology team; develops relationships and communication
Owns financial planning and results for a Global Technology sub-organization; interfaces with functional management, other team members and Regional and HQ Finance to provide guidance and achieve results
Creates and improves reporting processes, standard reports, financial models and ad hoc analysis in areas of responsibility
Collaborates with functional management and peers in the start-up and ongoing operations of the India office and the Workforce Transformation; partners with various stakeholders – e.g. tax, controllership, legal – to provide site leadership
Critically analyzes financial data, draws conclusions and effectively articulates recommendations and results to clients
8-12 years of progressively, responsible experience, performing sophisticated financial analytics, communication and report developmen
Bachelor's degree required, preferably in Business or an analytical background such as Economics, Engineering, Consulting or Math
Experience in deal structuring, modeling, business case development, contract negotiations and “operational” finance including knowledge of purchasing and accounts payable and resolving day-to-day issues related to an office start-up
Leadership skills to own, define and drive initiatives and a vision, while encouraging partnership & collaboration
Excellent verbal and written communication skills and influencing broad teams and senior management
Proven ability in problem-solving, directing/leading and motivating others and working in cross-functional teams e.g. projects
Ability to work collaboratively in a matrix environment, while developing effective relationships and achieving results; developing and maintaining Regional and HQ relationships

VP Financial Analysis Resume Examples & Samples

Support the Card Services annual/monthly/weekly financial planning and reporting processes
Analyze financial results, provide variance analysis, prepare for monthly management meetings and monthly corporate business reviews
Prepare/consolidate presentations for business reviews with CCB management
Develop/enhance standard internal business unit presentation packages for internal business meetings with the CEO/CFO
Proactively analyze business financial trends, research issues and respond to inquiries to help provide insight and decision support to senior management, both within Card Services and the CCB finance leadership team
Work closely across the CCSA team and CCB P&A teams to enhance existing financial processes and analytic models
Minimum 5 years of financial and analytical experience
Strong attention to detail required

Financial Analysis Resume Examples & Samples

Managing key data sources & inputs
Planning and ensuring implementation of end state automation activities
Providing guidance for the design, development, and implementation of automated processes
Bachelors’ degree in Computer Science, Engineering, Information Technology or related area
5+ years experience in Distributed Multi-tier Application Development, Database Design, Data processing, Data Warehouse and Support mainly with Oracle technology on different platforms
2-3 years of Mortgage/Banking/finance analytical support experience preferred, but not mandatory
ORACLE Certification is preferred, but not mandatory
Candidates must have extensive experience with Oracle and PL/SQL, as this is a core coding position
Experience with UNIX shell scripting
Experience with Subversion or similar source code versioning tools is preferred
Experience with scheduling tool such as Control-M or similar tools is preferred
Experience in all phases of the system development life cycle (SDLC) and Development methodologies/Guidelines

VP of Financial Analysis Resume Examples & Samples

3+ years of Financial Planning & Analysis experience
Previous experience with Budgeting / Forecasting / Planning and Revenue / Expense / Variance Analysis
Microsoft Excel proficient (Pivot Tables and V-Look Ups)
Previous experience working within a Financial Services company

CIB F&BM Treasury Banking Financial Analysis Resume Examples & Samples

Assist in production and strategic projects/initiatives relating to FTP and interest rate risk
Own the end-to-end interest rate risk process, including implementation, reporting and ad hoc scenario analyses
Assist / support in FTP/LP analyses for deposits, overdrafts and loans
Work independently and collaboratively and establish close partnerships with peers across the greater CIB organization and Global Treasury
Utilize knowledge of financial products, apply a deep understanding of regulatory guidelines such as Basel III, Dodd Frank Act and other regulatory proposals to determine their potential impact on the line of business
Produce timely, accurate and thoughtful analysis on the banking balance sheet and liquidity positions providing insights, recommendations and conclusions for senior management based on solid product/market knowledge and expertise
Lead and participate in ad-hoc projects as needed by senior management or regulatory initiatives
Participate on the ongoing process improvements, optimization and rationalization efforts related to Balance Sheet and Liquidity
Own routine BAU processes, complete ad-hoc requests, and provide support as needed to senior analytics team members
Strong analytical, creative thinking and problem solving skills. Comfortable in working with and interpreting large amounts of data
Sound 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 independently or as part of a team
Organized and able to execute responsibilities with limited supervision and taking ownership of tasks at hand. Ability to identify and manage takeaways
Solid work ethic, good business sense, and demonstrated initiative

Manager, Budget & Financial Analysis Resume Examples & Samples

Create feature film production budgets and cash flows for projects in development and pre-production
Generate and analyze monthly spending forecast for live action cash flows across productions and report to Finance Executives and Studio Controllership
Assess domestic and international production incentives, draft and submit tax incentive applications, and monitor accessibility and achievement of minimum requirements throughout production
Audit live action production operations to ensure compliance of Studio Policies & Procedures, and help establish recommendations for new production locations
Create corporate structure diagrams to ensure the proper legal and funding arrangement between domestic and international companies
Build foreign currency cash flow projections, and manage hedge purchases through the International Treasury team
Manage and prepare ad hoc production and corporate reports as needed
Assist senior executives in the day-to-day management of films including oversight on cost reporting and the anticipation of potential financial impacts
Minimum of 5 years of production finance experience required, or finance experience in entertainment, consulting or public accounting
Highly collaborative with strong interpersonal and project management skills
Ability to quickly learn new concepts, think strategically, solve problems, and implement solutions
Proficiency with Movie Magic Budgeting, SAP, GlobalVista/PSL3
Film production related experience required

Financial Analysis, Mortgage Banking Resume Examples & Samples

Bachelor's degree in Accounting, Finance or related discipline
3-5 years of professional accounting experience preferred
Proficiency in Microsoft Office required

Director Financial Analysis Resume Examples & Samples

Responsible for financial and operational planning, budgeting, forecasting and analysis across the region
Develop and maintain a contribution P&L for each of the three Vice-Presiedents responsible for revenue in the region
Oversee monthly projections against forecast, plan and prior periods for management reporting across the region
Collaborate with other leaders on operational initiatives through data, analytics, facts and recommendations
Accountable for the effective implemtnation and execution of the new Commercial Deal Review process for APAC
A “business-minded” finance executive who has ability to go beyond the numbers in analyzing business matters
This person must have outstanding analytical skills and a a high degree of intellectual curiosity
The ability to provide thought leadership and engage with other senior leaders in addressing complex business issues
Experience in an environment highly recognized for driving continuous improvement and operational excellence
A demonstrated track record of building world-class teams
Ability to assess capability gaps, and build plans for addressing organizational needs within the finance function
Someone who commits themselves fully to stretch goals and who is dedicated to delivering outstanding results
A combination of analytic rigor, conceptual ability, creativity, mental flexibility and judgment
An individual who possesses great communication skills and can present their views in a clear and compelling manner
A highly motivated team player that contributes to a atmosphere where people collaborate to produce outstanding results
The ability to constructively reconcile differences in an open and positive manner
Someone who provides a good balance between risk taking and prudent judgment
Unquestionable integrity, credibility and character who has demonstrated high moral and ethical behavior
Ability to work well as part of a team
5+ years of FP&A Leadership at a global company, ideally with headquarters outside of Singapore

Manager of Financial Analysis Resume Examples & Samples

Develop and present analysis to business leaders for a variety of initiatives requiring, quantification of tradeoffs in revenue / loss / sales, and an understanding of economic drivers within the business
Identify, analyze, quantify, and share opportunities with business leaders both individually and through your team that improve card products and add value to the business
Collaborate with other teams across the business, including risk, marketing, to lead financial analysis for key initiatives
Supervises team of 2-3
Bachelor’s degree in business, math, economics, statistics, or an equivalent combination of related education and experience in quantitative analytics is required
Minimum of three five years of consumer credit analytics or related experience, with at least three years of experience leading analytical teams

Senior Financial Analysis Resume Examples & Samples

Analyze requirements and build business cases for new investment opportunities and prepare proposals to support and drive business decisions
Support leadership with financial analysis and modelling as needed to support target achievement
Coordinate across teams and businesses to complete complex special projects as required
May mentor and provide functional advice or training to less experienced team members
Minimum 1 year of experience in Finance or related area of specialization
Ability to lead and direct multiple projects simultaneously

Contributor Financial Analysis Resume Examples & Samples

Conduct and document complex financial analysis projects and perform financial analysis functions such as budget, spending, and forecast analysis on a monthly basis
Perform competitive analysis, investment analysis, contract evaluation, product/service agreement analysis and prioritization
Coordinate financial information with accounting, tax, legal and other departments within Sabre’s portfolio of companies including precision of financial reporting and tracking of key business performance indicators
Analyze requirements and assist with building business cases for new investment opportunities and prepare proposals to support and drive business decisions
Ability to handle multiple projects simultaneously

Financial Analysis Resume Examples & Samples

Responsible for the budgeting, forecasting & analysis of Branch incentives, travel & entertainment and other expenses
Prepare and present budget, forecast, actual results with useful relevant insights into business drivers
Track progress towards the $1B target of expense savings & provide updates to the CCB CFO
On point for month end close & analysis provided to the CB CFO
Provide financial support & reporting to the head of National Sales
Ensure continuous improvement of forecasting and analytical models

Financial Analysis, VP, OH Resume Examples & Samples

5-7 years Finance, Accounting and/or Reporting experience
Mortgage Banking experience preferred
Comfortable working in a matrixed environment with 2 – 3 year experience
Proficiency in Microsoft Office; knowledge

Director, Financial Analysis Resume Examples & Samples

Creation and accuracy of the quarterly Insights book which culminates financial data, metrics and analysis to support the quarterly earnings call and CFO Q&A. This includes narrative insights into the business including margin impact of shifts of business mix, foreign currency fluctuation, acquisitions, brand, regions, segment, and channel trends, balance sheet metrics, etc
Liaison with the VP Corporate Strategy and team to compile and provide the metrics and data to complete the Company’s annual Corporate Strategy, along with Corporate Compass and Key Performance Indicators that are presented quarterly to the CEO. These metrics determine adherence to the Company’s business strategy and indicate if a change in direction or business plan may be required
Prepare the highest level of analysis, including ad hoc requests from the CFO, requiring in-depth knowledge of the business and all related macro issues including market issues, foreign exchange impacts, inflation, competition, etc
Review and assist in the preparation of monthly presentations for the CFO to be delivered to the Executive Leadership Team (ELT), including a current “state of the business” and focusing on action items directed to the ELT members
Review and assist in the preparation of quarterly presentations for the CFO to be delivered to the Strategic Deployment Group (SDG) and the Board of Directors, including both a business and financial summary of the quarter, along with trends, analysis, and insights
Review and validation of the monthly Estimate package that is delivered to senior Finance Executives
Serve as primary backup/support to two Executive Directors in the group
Review and prepare charts, graphs, slides and analysis for monthly presentations to the Executive Team. This is focus is not only analyzing and reporting on the business, but also talks to action items needed to affect change. 25%
Review and prepare quarterly presentations to the Board of Directors, which focuses on the quarter as well as other issues. Information here is presented in a high level format, appropriate for the BoD. 10%
Partner with Corporate Strategy to provide backup and support for the annual Corporate Strategy, quarterly key strategic metrics, and Corporate Compass. Conference with the VP Strategy and his team to determine what strategic items will be presented and provide the necessary data points, charts and graphs that will be compiled for formal presentation of the Annual Corporate Strategy. Determine the appropriate currency scenarios to be presented and convert all data to that rate set. 10%
Create quarterly package (Insights Book) for CFO and senior finance team as support for Earnings Call. Package to include relevant and insightful narrative to be used as talking points, as well as current state of the business and trends including business shifts, balance sheet data, tax rates, currency fluctuations, etc. 10%
Review the monthly Estimate package which represents the annual financial outlook of every brand, region, affiliate, segment, and channel, including summary analytical commentary. 10%
Assist/back up certain responsibilities of the team including Long Range Plan modeling, Productivity calculations, etc. 5%
Support and backup two Executive Directors in the Department
Advanced Excel skills associated with large volumes of data
Advanced proficiency in PowerPoint
Proficiency in Hyperion Smartview
Working knowledge of Hyperion Financial Systems (CPM) and SAP
Ability to work under pressure of tight deadlines and multitask to manage competing priorities in a fast paced environment
Strong written, verbal, and interpersonal communication skills
Thinks Strategically: Takes a broad view of the business, industry, and consumer environment to anticipate and plan for the future. Identifies the focus and defines where to play, how to win and what capabilities and management systems are required
Embraces and Initiates Change: Distinguishes what to preserve and what to change. Has the courage to initiate and lead the changes that drive success
Demonstrates Learning Agility: Ability to anticipate change, face reality, draw conclusions, and swiftly mobilize to adapt to changing needs and demands
Strives for Excellence in Execution: Proactively seeks ways to improve personal and organizational effectiveness to meet current and future business needs. Learns equally from successes and failures

Financial Analysis & Enablement Manager Resume Examples & Samples

Provide analysis and insight to support application enhancements
Prepare analytical packages to support decision making across the Enterprise
Support and manage planning / rates applications through the system lifecycle. Work with multiple teams to support the integration of financial processes
Design and develop planning processes and draft functional requirements to support the development of financial planning and cost / revenue rate setting tools
Work closely with technical team members in the development of financial applications to ensure that the developed product delivers the functional requirements
Provide subject matter knowledge during workshops and training sessions
Design and develop materials to support use of Financial Planning tools
Design and develop briefing and training materials to support the communication of process changes and the launch of each annual planning / forecast / rate setting process
Lead projects across functional and technical areas
Involved in Financial Analysis as well as some Financial System management
Provide guidance and oversight to management of several products while making certain that diverse requirements of multiple countries are met
Define and manage system changes based on needs of clients

Financial Analysis Resume Examples & Samples

Lead quarterly new account investment valuation forecast
Lead financial and business decision support to new account acquisition strategies
Collaborate with Channel Marketing, Risk, and product teams across all Card business units and products
Collaborate with other teams in Finance, including CFO Teams, Treasury, and Expense Management to ensure accuracy of investment assumptions and communication of key projects and initiatives
Manage day to day activities of a team to ensure successful completion of forecasts and projects
Advise and mentor associates on the team
Strong analytical and financial skills with a track record of leadership in execution against deliverables
Excellent relationship management skills
Creative self-starter with ability to take ownership and work independently as well as collaboratively
Ability to work quickly to respond to requests of senior management
Thorough understanding of Card business and financial performance drivers

VP, Financial Analysis Resume Examples & Samples

Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements
7-10 years of relevant experience in financial analysis, client profitability analytics, pricing strategy
Bachelor’s Degree in Finance, Economics, or related field; advanced degree preferred

Financial Analysis Representative Entry Level Resume Examples & Samples

Manages client relationships of approximately 70 institutions
Analyze and process client data using our Raddon Financial Group proprietary systems
Create and analyze client financial audit reports and calculate product profitability
Complete a final data analysis report of client profitability, pricing strategies, household segmentation and overall institution performance
Minimum 6-12 months customer service experience
Experience working in a bank or credit union a plus
Must be proficient in Microsoft Office applications (MS Word, MS Excel, MS Access)
Ability to anticipate and meet internal/external client needs in a timely manner
Have accountability and take ownership in day-to-day activities
Ability to work unsupervised and as a member of a team for larger issues

Financial Analysis VP Resume Examples & Samples

Attention to detail and ability to prioritize projects and workload
Advance working knowledge of MS Excel, PowerPoint and Word
Ability to analyze and synthesize data
Self motivator and team player attitude who brings a “can-do” approach
Strong interpersonal and communication skills, written and verbal
Excellent academic background and grades
Desire to learn about risk management in a dynamic and fast-paced environment

VP-financial Analysis Resume Examples & Samples

Act as owner for MB CCAR/Stress Testing process
Develop and manage integrated project plans
Create executive presentations that summarize plans, progress, and issues/risks or address ad-hoc requests
Manage and prioritize the numerous requests and deadlines
Drive improvements in processes and consistencies in the CCAR process, improve efficiency in their deliverable or outputs
Participate and enhance Controls/Risk environment in different areas
Learn and articulate stress forecasting processes for MB
Provide timely updates and escalate material issues across MB
Experiences with project management tools and software are NOT required· Excellent and proven communication skills, both written and verbal. Ability to communicate effectively at many levels of the organization including senior management· Perform under high stress and fast paced environment· Detail oriented· Good organizational and prioritization skills· Skilled in problem solving and analytical reasoning· Proven relationship-building skills

CIB F&BM Treasury Markets Financial Analysis Resume Examples & Samples

Manage 1-2 people
Oversee management of balance sheet activity between two U.S. Broker-dealers and JPMorgan Chase & Co
Work closely with the CIBT liquidity team on the liquidity governance framework for the U.S. broker-dealers including policy reviews, board presentations, procedures and documentation
Spearhead the development of a broker-dealer Asset-Liability Management model and updated Funds Transfer Pricing mechanism
Treasury management of other non-bank chain legal entities including J.P. Morgan Ventures Energy
Represent CIB Treasury as part of the broker-dealer merger initiative and creation of new legal entity for enhanced stock loan product
Coordinate with third party funding counterparties as needed related to funding activity as part of bank relations role
Manage regulatory relationships and support information requests from external counterparties (e.g. SEC, FINRA, etc)
B.A./B.S. in Finance or related field
Clear and concise written and verbal communication abilities, along with the ability to tailor a message to various levels of management
Working knowledge of Corporate & Investment Bank products, along with financial theory and accounting principles
Established track record of delivery multiple deliverables in a complex environment
Focused work ethic, good business sense, and demonstrated initiative
Flexibility and capability of engaging various functions, locations, and businesses
Excellent working knowledge of Excel and PowerPoint (including PitchPro)

CIB F&BM Treasury Markets Financial Analysis Resume Examples & Samples

Daily management of balance sheet activity between two U.S. Broker-dealers and JPMorgan Chase & Co. Assist cash management as needed with daily activity
Managing the liquidity governance framework for the U.S. broker-dealers including policy reviews, board presentations, procedures and documentation. Ongoing maintenance of liquidity reporting for the U.S broker-dealers
Build pro-forma analyses of the broker-dealers’ liquidity, funding and stress testing profiles considering potential regulatory changes including Basel III guidance or broker-dealer regulation
Develop a broker-dealer Asset-Liability Management model and updated Funds Transfer Pricing mechanism
Support JP Morgan legal entity simplification initiatives as well as recovery and resolution planning for CIB material legal entities including JPMS LLC and JPMCC
Coordinate with third party funding counterparties as needed related to funding activity
Enhance the control framework around the operating model of the U.S. Broker-dealer’s reporting processes
Support regulatory requests from external counterparties (e.g. SEC, FINRA, etc)

Principal, Financial Analysis, Technology Resume Examples & Samples

Assist in the development of financial targets for the Product & Technology leadership team
Manage the detailed annual budgeting process and support the long range strategic planning process
Manage and coordinate the monthly financial forecast and support the monthly close cycle
Provide decision support for major corporate and business unit strategic initiatives
Provide corporate-level financial analysis and reporting (insights, trends, variance analysis, etc.)
Assist in the development and production of corporate-level business intelligence (KPIs, scorecards)
Analyzes various metrics on an ad hoc basis to establish trends and monitor key business indicators
Manage updates to existing planning models & assist in future tool alignment
Flexible to make changes and analyze different opportunities with short notice
A “business-minded” finance professional who has ability to go beyond the numbers in analyzing business matters
A good listener and communicator, effective in creating strong business partnerships with operations
An energetic, resourceful and hands-on individual with a strong bias for action
8+ years finance analysis experience with progressively increasing levels of responsibility on project workload

Senior, Financial Analysis, Technology Resume Examples & Samples

Perform development labor allocation, analysis, and tracking monthly as part of the month-end close cycle
Maintain SOX control documentation and process flow for monthly, quarterly, and annual SOX controls
Strong communication skills and ability to work with many personalities, timelines, priorities and expectations
This person must have outstanding analytical skills and a high degree of intellectual curiosity
A combination of analytic rigor, conceptual ability, creativity, and a solutions orientation
A highly motivated team player that contributes to an atmosphere where people collaborate to solve problems
5+ years finance analysis experience with progressively increasing levels of responsibility on project workload
Strong written and oral communication and presentation skills
SAP, Hyperion Planning, Hyperion reporting experience (preferred)
Advanced analytic, financial modeling, and reporting skills
A CPA designation is not required, but will be considered a plus

Financial Analysis, Senior 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
Contribute to stress testing workstreams supporting submissions to regulatory agencies (CCAR, DFAST); partner with Risk and Corporate teams on quarterly Risk Appetite process
Prepare presentations and supporting materials for senior management
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
Team player who can work across numerous lines of businesses and with 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 several years of related experience; professional designation or advance degree a plus

Principal Financial Analysis Resume Examples & Samples

Central focal point for all EUC financial processes, works with team members to provide guidance, insight and awareness into financial status to ensure a seamless understanding and unified approach to managing EUC budget
Understand and facilitate the integration of EUC and Sabre processes, people, and relevant technology, in order to identify, configure, and communicate useful information, and to provide practical business leadership to drive business decision making across the EUC group
Manages monthly spend and cost recovery
Conducts hypothetical analysis reporting as well as spend and funding justification
Responsible for all EUC TPA and financial approval processes
Develop revenue/expense (P&L) analyses, projections, reports, and presentations; present information and guidance to leadership and team members to ensure seamless understanding of the EUC budget by all levels
Create and analyze recurring (e.g. monthly, quarterly, and annual) reports and partner with Sabre Finance team to ensure financial information has been recorded accurately
Operate cost analysis process by establishing and enforcing policies and procedures; provide trends and forecasts; explain processes and techniques; recommend actions
Define and enforce clear, measurable targets for financial metrics
Share knowledge and expertise in order to develop future leaders and to drive improvements to methods, tools, and processes, building a culture of execution and excellence at Sabre
Receive and promptly address tickets escalated from Service Desk Supervisor to ensure timely resolution and customer satisfaction
Bachelor’s degree in accounting, finance or related field, MBA preferred
Thorough understanding of Generally Accepted Accounting Principles (GAAP). Knowledge of statutory accounting principles

Financial Analysis Resume Examples & Samples

Partner with Line of Business, Technology and Finance teams to compile the data, analysis and front end requirements and align them with the strategic directions of F3 and the finance and risk requirements
Unify the F3 business vocabulary and align it with the Firmwide Chief Data Office and the finance domain standards. Develop data architecture principles for the calculators as well as the reporting for risk and finance analysis
Develop data model specifications that support the business objectives and the integrated architecture, including data sources, ETL, calculators, analysis and reporting tools. Create maps and diagrams of the entities to represent their relationships
Degree in a Finance, Economics, Statistics, Engineering, Computer Science or related field; advanced degree is a plus
Experience in finance, risk management or related field
Strong analytical abilities and comprehensive approach to problem solving
Experience in data modeling; enterprise integration experience is a plus
Software development skills, specially in Python are a plus
Knowledge of reporting and data visualization technologies like OLAP, Tableau, Essbase
Knowledge “big data” technologies (Hadoop, Hive, Spark). Good command of SAS and/or R are highly desirable
Knowledge of UML to document and specify the models

Associate Financial Analysis Resume Examples & Samples

Capital Budgeting - development of the annual & multi-year GRE capital budget (both cap improvement projects & transactions) and the ongoing validating, vetting, monitoring, tracking, reforecasting and reporting on the budget
Multi-year P&L Forecast - development & maintenance of a 5 year P&L forecast for the real estate portfolio, integrating all forecasted real estate actions (new leases, lease renewals, building acquisitions / dispositions, lease buy-outs, sale-leasebacks, etc.) as well as the impacts of operating the real estate portfolio on a day to day basis and quantifying the impacts of capital project expenditures (investments in the real estate that depreciate over time) . This multiyear P&L forecast is directly linked with the 5 year capital budget
Management Reporting - production of several major business review reports each quarter for presentation to senior management, including the COO, the CAO, the Corp Sector CFO and the GRE divisional executive, and to the CFO community within the firm’s line of businesses. These reports include a bi monthly Capital Steering Committee deck, a bi monthly CAO-GRE business review deck, a monthly divisional GRE EMR (executive management report), and many other one off management reporting requests that naturally come up on a regular basis
Working with the GRE Finance Analytics/Database Lead and with GRE Technology team to help develop systems, processes & tools to aid in the management of related financial & business information to support P&L and capital analyses and reporting
2+ years of financial and analytical experience

Senior Financial Analysis Resume Examples & Samples

Experience in FP&A or equivalent role in a fast paced environment
Demonstrates full requirements of the functional area, exercises judgment within defined practices to determine appropriate action
Applies fundamental skills, concepts, practices and procedures to complete moderate to difficult assignment's, refers more complex issues to higher level
Works under general supervision with few direct instructions, decisions are frequently reviewed
Excellent written, verbal and visual communication skills
Ability to lead and direct multiple project simultaneously

Financial Analysis & Controls Resume Examples & Samples

Lead, drive, scope and manage control enhancement projects across multiple businesses in Microsoft
Lead regular project reviews with v-teams, sponsors and executive staff
Utilize problem solving and execution skills to land effective control enhancements/remediation to key business processes
Work with IT and Operations to gather and determine resource and cost requirements
Leverage business partnerships to spec out, design, and test compliance ready solutions into new and existing business processes (Compliance-By-Design)
Drive periodic executive reporting of project statuses
Provide ongoing support to the WW Controls & Compliance Director that is responsible for strategic projects and executive support. As part of this responsibility, you will drive the monthly Anti-Corruption scorecard process, update executive reporting requirements on remediation, prepare presentations on remediation and control enhancements pertaining to strategic projects and ensure periodic executive presentations are appropriately planned and executed
Experience writing vision documents and specs and delivering compelling presentations
Strong problem solving and execution skills
Demonstrates ability to communicate across all levels
Solid cross-group collaboration
Background and knowledge in operations, compliance, channel/sales is a plus
Excellent written and verbal communication skills, including presentation, negotiation abilities or experience (open and confident communicator who is effective in senior levels of engagements)
Experience working in a large multinational environment
Outstanding attention to detail combined with an ability to see the big picture (be both broad and deep)

Senior Financial Analysis Resume Examples & Samples

Articulates views in a clear and concise manner
5+ years of applicable Finance experience
Software, travel or service sector experience (preferred)

Financial Analysis, Analyst Resume Examples & Samples

Develop reports and analytics to provide insights of forecasting results to the management team
Execute current forecasting processes and validate the results
Proactively recommend ways to improve our forecasting and reporting processes
Proficiency in MS Office (especially Excel)
Exposure to SAS/SQL is required

Financial Analysis Resume Examples & Samples

BA degree in finance or accounting
Excellent presentation skills (written and oral)
Strong technical data skills; proven track record of partnering with data scientists/owners to deliver analytical insights
3+ years experience in financial analysis
Mortgage Banking experience is preferred

Financial Analysis Resume Examples & Samples

Providing ongoing governance, financial best practices and guidance to IT management
Analyzing cost and consumption information and providing commentary for monthly presentations to IT senior management
Minimum 3 years advanced to expert proficiency in Microsoft Excel
Strong listening, presentation, communication and influencing skills
Strong global exposure and operation experience
Strong operational skills and ability to prioritize
Knowledge of Apptio TBM tools preferred

Financial Analysis Mgr Resume Examples & Samples

Accountable for developing and maintaining capital allocation framework
Accountable for developing and maintaining liquidity premiums associated with each business
Accountable for developing and maintaining Fund Transfer Pricing (FTP) methodology and reporting
Ownership of 5 pro-forma tools used to price new business across the bank
Contribute to building structure for resolving complex problems across the bank
Apply knowledge of profitability, analytics, and efficiency improvements to develop bank-wide business strategies focused on resource optimization
Work within the department and across the bank to identify opportunities to monetize productivity and capacity
Create a framework for success, lead by example and identify opportunities for staff. Promote all management success factors
Work with other senior and executive managers to identify emerging opportunities and issues to include,but not limited to, revenue enhancement, cost control and standardization
Exercise managerial authority with respect to hiring, termination, salary recommendations, and performance appraisals and employee development
Build and maintain effective internal networks across the organization, ensuring good flow of information and building the reputation of the Finance function
Masters degree in Finance, Accounting or Business Administration, or the equivalent in work
Minimum ten years finance experience including financial experience within a financial institution
Minimum five years managerial experience
In-depth understanding FTP methodologies and asset liability management practices
Proven expertise regarding cash and liquidity offering, including deposit products
Well versed in liquidity regulations – specifically around deposit generation
Creates analytical analysis utilizing funding (deposit and wholesale) modeling framework
Organizationally savvy; can work across organizational lines to gain consensus and buy-in from stakeholders
Driving change by influencing and partnering with senior management across the line of business
Drives operational excellence
Solid knowledge and understanding of the bank s financial information systems and financial concepts
Articulate and familiar with the banking industry, as well as history and performance of M&T
Solid proven leadership/managerial ability
Excellent personal computer skills with solid knowledge of Excel, Access and other departmental software
Thorough knowledge of project management concepts and application

Financial Analysis Resume Examples & Samples

The creation/development of Business Requirement Documents (BRDs)and any subsequent Change Controls,
Assisting in research and identification of any required remediation as well as tracking progress of issues through to resolution
Obtaining and tracking attestations in support of finalization of report
Partnering with Mortgage Banking Private Investor Relations on addressing any questions regarding any reports provided to Private Investors
Understanding of internal control environment, appropriately designed controls and implementation/execution of controls around the reporting process and the data reported
Able to lead and manage projects
5+ years’ experience in Public Accounting, Internal Audit or Reporting and Analytics including documentation of report requirements, data sources and the related analysis, preferably within the financial service industry
Self-starter and problem solver
Team player, effective organizer with the ability to work on multiple project/reports concurrently and customer focused
Ability to work in a fluid and changing environment, adapts to change, ability to reprioritize and regroup based on latest information
Previous Project Management experience a plus

Financial Analysis, VP Resume Examples & Samples

7+ years’ experience in Public Accounting, Internal Audit or Reporting and Analytics including documentation of report requirements, data sources and the related analysis, preferably within the financial service industry
Strong communication skills, both written and verbal, with the ability to communicate to both technical and non-technical audiences, negotiations skills, ability to influence and process driven
Experience in database languages such as SQL, and/or Oracle environments preferred

Firmwide Financial Analysis Resume Examples & Samples

Review and understand the current forecasting models, calculations and processes for budget and stress exercises within JPMC for different components of the financial statements esp. revenues and expenses
Identify and address possible questions/issues that arise during the process
Propose enhancements to current workflows
Automate and streamline forecasting, reconciliation, consolidation, reporting, and control procedures
Partner with internal and/or external Project Management Office resources and Technology to implement the proposed enhancements to the end-to-end forecasting process and achieve continuous improvements
Bachelors degree in Finance, Accounting, Economics, Statistics or related field is required. Advanced degree preferred
1-3 years work experience in a related field
Strong background in financial accounting and financial statements analysis. Solid understanding of Balance Sheet and Income Statement
General understanding of a banking organization hierarchy and structure. Familiarity with current financial regulations
Strong analytical and problem solving skills. Ability to rapidly learn the intricacies of an unfamiliar process, structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights, and develop actionable recommendations
Working knowledge of one or more of the following programming platforms: SAS, Matlab, R, Python, SQL, VBA, , Excel, Access etc
Candidate must be a self starter who is able to work in a fast paced, result driven environment
Strong organizational, written and communication skills

Firmwide Financial Analysis Resume Examples & Samples

Review and understanding the current BAU and strategic forecasting models and practices within JPMC including forecasting models, PD, LGD, credit cost calculation, etc
Propose feasible enhancements to current stress and budget workflow
Automate and streamline forecasting, reconciliation, consolidation, reporting, and controlling procedures
Advanced degree in statistics, econometrics, quantitative finance, financial engineering or related quantitative field is required
0-2 years work experience in a related field
Strong ability to rapidly learn the intricacies of an unfamiliar process, structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights, and develop actionable recommendations
General knowledge of financial accounting
General understanding of quantitative models, such as credit-related models, cash flow calculation, simulation methodology, etc
Working knowledge of one or more of the following programming platforms: SAS, C++, SQL, VBA, Matlab, R, Python, Excel, Access etc

VP, Financial Analysis Resume Examples & Samples

Works closely with sponsors, stakeholders, users, technical team leads and management to facilitate core project execution functions on initiatives that range in scope involving moderate to high levels of risk and complexity
Serves as a subject matter expert (SME) in all aspects of project implementing planning and execution, ensuring consistency across project portfolio
Communicates with key stakeholders the program strategy, direction and changes. Identifies resources needs, tracks key milestones and performs quality status reviews to the executive / leadership teams
Participate in Business Requirement meetings and develop Business Requirements with various business stakeholders
Work with IT on implementation and testing system changes
Work with Business Stakeholders on gaining system change approvals
Develop strong relationship with the IT team to prioritize work and implement changes
Produce Daily and Monthly reports
Identify and implement automation solutions
Research, scope and work with IT to develop new system to report full P&L actuals at the loan/account level
Work with Accounting to ensure all BCBS required elements are captured monthly and integrated into all reporting systems including FDW and ICE
Support ROA Calculator tool as needed
Previous experience in Auto finance fields is preferred
Strong technical, analytical and problem solving skills and attention to detail
Strong focus on service delivery / client satisfaction
Proactive, responsive, team player, self motivated, flexible
Must be detailed oriented and able to summarize information at high levels
Strong ability to understand the big picture while maintaining a detailed focus on reporting
Comprehensive knowledge of P&Ls and understanding financial impacts of requested changes
Ability to work with multiple, complex systems and large volumes of data
Strong SQL/SAS Experience

Director, Financial Analysis Resume Examples & Samples

Work directly with leadership to develop operational and financial efficiencies
Strategic analysis and consulting with assigned business units
Advise business leaders of financial implications of business activities and make recommendations to strategically enhance financial performance
Provide consultative and strategic support to help management drive and grow the business
Prepare and deliver presentations and communications to senior leadership
Develop and maintain financial models to ensure they support overall business objectives
Continuous monitoring of business activities for assigned business units
Coordinate and prepare quarterly forecasting and annual budgeting for assigned business units
Track progress against strategic initiatives
Provide consultative support for business proposals and pricing

Contributor Financial Analysis Resume Examples & Samples

Conduct and document complex financial analysis projects and perform financial analysis functions such as budget, spending and forecast analysis on a monthly basis
Coordinate financial information with accounting, tax, legal and other departments within Sabre’s portfolio of companies including financial reporting and tracking of key business performance indicators
1-3 years of applicable analytical experience
Demonstrated advanced Excel and PowerPoint skills; database application skills highly desirable
Embodies the desire and tenacity to grow within the organization

Ispl Po-financial Analysis Resume Examples & Samples

Financial planning & analysis– Preparing analytical reports on Cost per FTE trend and variable/fixed cost trends
Exposure to Budgeting & Forecasting–Assisting preparation and analysis of budgets and forecasts for each India métier
Assisting in delivery of monthly cost center level details of invoicing of expenses incurred in India
Overseeing loading budgets and forecast figures into Clarity to ensure controlled tracking and processing of expenses in liaison with other Finance teams
Reconciliations of budget figures loaded in various tools
Schedule and attend on-going reviews with senior management to review headcount changes and variances in other cost drivers
Follow up and respond to queries of senior management and onshore Finance teams
Assisting the manager in preparing annual budgeting for the company’s cost centers in India
Review and develop controls for budgets where appropriate
Monthly reconciliation of invoiced costs and budgets and provide a variance commentary
Assisting the preparation and analysis of budgets and forecasts for each métier to identify risks and future cost saving opportunities
Responding to queries from other Finance teams on headcount and financials
Ensure that all management reporting is informative and action-oriented
Assist in reviewing capex budgets and forecasts (long-term investments made by the company)

Specialist, Financial Analysis Resume Examples & Samples

1 – 3 years’ experience in financial analysis, research or reporting that directly aligns with the specific responsibilities for this position
Contract review and evaluation experience preferred
Advanced user in Excel highly preferred
Drives performance targets to completion using initiative and critical thinking skills

Senior Financial Analysis Resume Examples & Samples

Support leadership with financial analysis and modeling as needed to support target achievement
Coordinate across teams and businesses to complete complex special projects as required. Special projects may include M&A analysis, strategic initiative assessments, market and competitor deep dives, deal modeling and development of pricing models
3-5 years of applicable analytical experience
Demonstrated advanced Excel, PowerPoint and database application skills preferred; SAP and Essbase experience is strongly desired

Director, Financial Analysis Resume Examples & Samples

Manages the overall annual Sales Incentive Comp planning process
Superior analytic skills – ability to synthesize data into accurate financial results
Excellent presentation skills – present analyses/findings in a compelling manner
Detailed oriented with strong organizational skills
Strong management skills – ability to delegate and develop staff
Ability to work cross functionally and collaborate effectively with business partners
Ability to communicate effectively to multiple levels in the organization, including executive management
Ability to manage competing priorities work effectively and independently within time constraints
Insurance and/or business specific knowledge/experience a plus
Advanced financial modeling, PowerPoint and presentation skills
BA/BS in Accounting/Finance
10+ years of financial analysis
Demonstrated experience in financial planning and analysis
Management experience/expertise
High level of integrity and confidentiality
Sophisticated Excel and modeling skills as well as superior PowerPoint skills
Knowledge of the insurance and/or financial services industry
Compensation experience a plus

Financial Analysis Specialist Resume Examples & Samples

Monthly tracking and reporting of contractual rate changes
Assist in preparation of the strategic plan as it relates to future contractual rate changes
Assist in preparation of the budget as it relates to contractual rate changes for the current plan year
Build and Maintain a rate change model to assist with reporting and tracking monthly, quarterly, and yearly
AdHoc Projects as assigned
Bachelor’s degree in Finance, Business, Accounting, or related field
Certified Public Accountant (preferred)
Knowledge of Hyperion Essbase (preferred)
Advanced knowledge of Excel (vlookups, pivot tables, IF statements, et cetera)
Requires intense attention to detail
LI - TO1

Financial Analysis Specialist Resume Examples & Samples

8-12 years of significant financial analysis experience including Excel-based financial modeling and database management
Required Expert Level User in Microsoft Excel and Microsoft Access (as defined by Microsoft, Inc.); Excellent customer service, technical, analytical, and communication skills required
Ability to handle complex analysis from issue identification to proposal of potential solutions
Strong business and organizational skills
Ability to work with minimal to no oversight
Demonstrated initiative with commitment and ability to work under pressure and meet tight deadline
Knowledge of PBM or Healthcare industry preferred

100

Financial Analysis Resume Examples & Samples

BS degree or higher
10 years of experience with technical requirements
3 Years’ Experience in the Intelligence Community
Ability to interpret budget and cost policies, and present cost estimating practices
Experience creating affordability models, performance reports, and a comprehensive Track Records
Good oral and written communication skills, with both technical and non-technical personnel
In-depth understanding of government costing and accounting databases, methods and tools
Ability to work on several projects or issues simultaneously
Ability to work independently or in a team environment, as needed
Top Secret security clearance with SCI and Poly
DAU certification, or equivalent Knowledge of GEOINT, SIGINT, MASINT operations and processes
Familiarity with requirements development, government acquisition and costing processes, procedures and methodology
DoD Acquisition Certification, or equivalent
Familiarity with National Intelligence Programs (NIP); IC and DoD programs
Ability conduct outreach, develop and maintain professional networks with in the IC

101

Manager of Financial Analysis Resume Examples & Samples

Bachelor's Degree in Finance or a related discipline as well as a minimum of five (5) years of relevant experience.·
Proven analytical skills with the ability to analyze information
Strong follow-up skills with ability to organize applicable department timelines and follow up with internal and external customer needs
High level of accuracy; detail oriented/able to review own work
Strong organizational skills with ability to accomplish multiple tasks within the agreed upon timeframes through effective prioritization of duties and functions in a fast paced environment
Self-motivated with ability to work independently to complete tasks and respond to department requests and to collaborate with others to utilize their resources and knowledge to identify high quality solutions

102

Financial Analysis Team Lead Resume Examples & Samples

Opportunity to learn in a fast-paced, global organization
Great opportunity for a unique and independent finance role
Gain experience in variety of finance subjects and challenges
All applicants must be currently authorized to work in the United States without employer sponsorship now or in the future
B.A. in Economics/Accounting
5+ years of experience in a financial analysis management role
Large Corporate experience is an advantage
Advanced skills in Microsoft Office (Excel and Power Point)
Excellent financial analytical skills
Proficiency with SAP

103

P&A Financial Analysis Card-ccb Finance Resume Examples & Samples

Prepare and analyze various financial reports for Corporate and CCB P&A including NII, NIM, yield, finance charge accrual and balance stratification
Prepare presentations for business reviews with CCB management
Support and/or lead ad hoc analytic projects and requests
Responsible for Finance’s Business Resiliency Plan and informing senior management of the status for change to the plan
Complete ad-hoc assignments
Advanced skills in Excel and Microsoft Office (Powerpoint)
Hyperion Essbase and SAS experience preferred

104

Financial Analysis IV Resume Examples & Samples

Process integration lead and/or work stream owner in support of local/regional finance initiatives
Demonstrates depth and/or breadth of expertise in own specialized discipline or field
Communicates difficult concepts and negotiates with others to adopt a different point of view

105

Financial Analysis IV Resume Examples & Samples

Assist with NPI and NPV analysis as well as cost based analysis
Will make sure data is accurate and have the ability to tell a story and help see opportunities with the data
Influence business partners, assist in driving and guiding the business
Interprets internal/external business challenges and recommends best practices to improve products, processes or services
Forecast, close, balance sheet review
Go to person for the day to day management of the PL, support ad hoc questions from the team

106

Financial Analysis Resume Examples & Samples

Prepare business transactions journal entries
Accountable for activities of Account receivable -billing/cash application/cash forecast/DSO target setup and tracking/collections and dispute management/customer credit management
Prepare financial reports and variance analysis - actual vs. forecast
Identify potential issues and make recommendations to management to improve current processes
Interpret data, communicate and drive improvements with internal customer
Perform reconciliation using multiple information systems
Corporate reporting
Ad Hoc

107

Financial Analysis Resume Examples & Samples

Perform analysis on built material costs to ensure correct valuation to final bill of materials
Support Costing team on work order variance analysis & bridge activities
Perform various WIP Recons
Provide group support on consolidated Inventory Details
Provide group support of S1 gross margin reporting
Support analysis of material overhead burden credits & appropriate accounting
Support Group Lead in performing Ad Hoc or Process Efficiency related projects
Consolidate team input to inventory & variance team for standard revaluation cost impacts & Inventory outflow model inputs
Complete and deliver built MCOS analysis to WWO team
Provide analysis on mcos build by location schedules
Accounting and financial knowledge are required
Advance knowledge of systems capabilities and overall business processes
Knowledge of Applied's culture, products, markets and processes
Knowledge of Oracle and SAP
Problem-solving techniques
Basic negotiations skills (timelines, resources)
Write process documentation and updates
Understanding of Applied Materials’ systems and processes

108

Manager of Financial Analysis Resume Examples & Samples

Develop and maintain for each business unit a comprehensive and summarized reporting package to monitor the performance each month in all critical areas – sales, gross margin, and expenses
Develop and monitor customer profitability models
Create variance analyses compared to forecast, budget, and history to identify threats and opportunities
Develop a business partner relationship with their business unit Management Team by providing them with the means to understand their sales, margin, and expenses
Bachelor’s degree in Accounting or Finance CPA/MBA desirable
A self-motivator, a leader with an intellectual curiosity, eager to learn and grow, able to learn on their own
Minimum of 5-7 years of Professional Experience with one to three years of experience in financial analysis or cost accounting
Analysis in Manufacturing or Distribution preferred
Understanding of intercompany accounting / reporting
Excellent organizational and strong communication and presentation skills required
Ability to deal with a fast-paced dynamic environment
Willing to travel and work overtime when necessary

109

Senior Mgr of Financial Analysis Resume Examples & Samples

Business Partnership: Provide comprehensive, end-to-end support for the North America sales, Jerr-Dan, Global Marketing and CAT Alliance teams. Capable to get involved in a variety of topics or issues and help drive closure to move the business forward. Support business growth initiatives
Accounting: Lead accounting efforts that will focus on sales related activities. Ensure all activities related to the monthly financial close are completed in a timely manner and with the highest level of data integrity
Revenue Recognition: Proactively drive appropriate revenue recognition on sales in the area of responsibility with the highest degree of vigilance. Annual training for field sales team on key revenue recognition principles and controls
FP&A: Responsible for leading the financial forecast and annual business plan process for the areas of support. Strong focus on sales, margin and expense projections using common system planning tools
Pricing: Review, raise questions when required and make appropriate decision on sales opportunities for the area of responsibility that fall outside of standard pricing. Review and release products on price hold in accounting system, after formal approval, working with inside sales & field sales to ship products in timely manner. Coordinate with Global Marketing / field sales on standard product pricing maintained in the ERP. Work with appropriate parties to trouble shoot pricing issues in a timely manner
Compliance & Controls: Financial data integrity is the number one objective for all finance teams. Drive the appropriate processes and controls broadly across the organization to ensure we achieve this objective. Be proactive in directing compliance activities for all areas of responsibility. Lead SOX compliance exercises and audit inquiries
Government: Provide oversight and support for GSA / DLA business to ensure contract and pricing compliance. Provide support when gaps in accountability exist
Performance Review & Measurement: Present monthly financial results in performance review drawing attention to key variances and drivers in the reported financial results. Lead monthly reporting process for sales team to drive visibility related to annual performance metrics. Construct pro forma P&Ls for CAT and Jerr-Dan that are used for business management and tracking
Business Case / Ad Hoc: Perform business case analysis and support ad hoc requests as necessary. Ability to work in vague and sometimes ambiguous situations when performing analytics that lead to meaningful discussion and value add feedback
Communication: Able to communicate with all levels of the organization to ensure common understanding of reported results. Distill complex topics or issues for review with business partners that lead to greater comprehension and actionable solutions, when appropriate
Leadership: Provide leadership, direction and support to a team of financial analysts and ensure the appropriate level feedback on performance, professional growth opportunities and visibility in the organization
Bachelor's degree in related field
8-plus years related experience
Direct employee management experience
JDE / Mapics (ERP) experience
International (non-US) experience or exposure

110

Financial Analysis Director Resume Examples & Samples

Financial analysis skills - knowledge of research techniques sufficient to collect and interpret data. Knowledge of descriptive statistics to analyze statistical data and prepare estimates. Knowledge of legal and fiscal requirements and regulations. Skill in interpreting and analyzing data. Skill in examining documents for correctness and interpreting their accuracy. Knowledge of Business Objects, Essbase, SQL, and relational databases
Organization - proactively prioritizes needs and effectively manages resources
Leadership - guides individuals and groups toward desired outcomes, setting high performance standards and delivering leading quality services
Tactical execution - oversees the development, deployment and direction of complex programs and processes
Basic skills - able to perform basic mathematical calculations, balance and reconcile figures, punctuate properly, spell correctly and transcribe accurately
At least 2 years Managerial experience in large healthcare environment
Experience and course work in Accounting/Finance analytical reporting
SQL, BOBJ, Essbase experience strongly preferred

111

Financial Analysis Team Leader Resume Examples & Samples

A suitable post-graduate professional qualification (CFA/CA)
Experience in energy sector – ideally power rather than oil and gas
Knowledge and understanding of analytical and modelling tools
Financial model building and review
Excellent working knowledge of MS Excel
Experience of working as a consultant preferably with international experience
Good report writing and public presentation skills
A willingness to travel internationally for short periods
Team management / mentoring experience
Will be capable, show initiative and be able to communicate complex issues efficiently to team members verbally and via written media

112

Financial Analysis Resume Examples & Samples

Bachelor’s degree in Finance, Accounting, or financial systems discipline. MBA is a plus
10+ years experience in Finance, Systems, IT and/or Business Management experience
Excellent communication and partnering skill
Strong knowledge of P&L
Experience in Auto line of business is preferred

113

Director Financial Analysis Resume Examples & Samples

Minimum ten years of experience in Finance or related area of specialization required
Minimum of seven years of prior management experience preferred. Technology or IT Services industry experience is strongly preferred
Excellent written, verbal and executive communication skills
Ability to lead and direct multiple projects simultaneously; delegate work effectively and empower team members to succeed; proven leadership is a priority

114

Financial Analysis Resume Examples & Samples

Support the monthly client profitability production cycle, including support for data adjustments and review of control data
Manage the monthly communication
Participate in Requirements Review / UAT testing for system enhancements
Perform research in multiple reporting tools to satisfy client-related inquiries
Standardize the monthly reconciliation to organizational results
Contribute as a subject matter expert to assist in expanding data availability in CBBI
Conduct ad-hoc analysis as required
Exceptional analytical, problem solving and critical thinking skills
Self motivated individual with the ability to effectively prioritize multiple projects and tasks
Proficient in Cognos and MS Excel

115

Financial Analysis Mgr Resume Examples & Samples

Healthcare industry experience with knowledge of managed healthcare products, services and major business processes (e.g. enrollment, claims payment) preferred
Demonstrate strong analysis, problem resolution, judgment and decision-making skills
High proficiency in SQL; experience writing ad-hoc SQL queries in various relational database management systems such as SQL Server, Teradata or Oracle
Excellent MS Excel, and MS Access skills
Core competency skills in data mining, ad-hoc reporting, query development, relational databases, and data warehouses

116

Senior Analyst, BU Financial Analysis Resume Examples & Samples

Assists in coordination of Sarbanes-Oxley sign-off for Business Unit. 4.Participates in developing unit's strategic plan
Participates in the development of corporate-wide financial and reporting policies and procedures to comply with senior management directives and regulatory requirements
Oversees the preparation of various financial reports, providing data analysis and justification for management decisions

117

Financial Analysis Specialist Resume Examples & Samples

Budget Preparation / Annual Strat Plan; Lead the complete margin budget and annual strategic plan process for the Anthem division. Act as the hub for account team inputs work with cross functional category owners to ensure accurate depiction of divisional totals. Lead discussions and presentations with account team leadership beginning with Sr. Director reviews, VP reviews and GM presentation. Receive feedback and makes adjustments accordingly. Ensure divisional numbers are represented correctly in PBM level rollups
Month End Close / Data Analytics; Review actual month end close information and identify outliers and trends. Organize actual data into presentable information for Sr. Management. Incorporate changes and new information into the forecast, and share with divisional leadership. Prepare GM for month end close review with CEO, may occasionally present month end activity at CFO close review meeting
Monthly Reporting; As needed interpret and assist cross functional partners in understanding and utilizing month end reporting. Provide additional analysis and supporting information as needed
Ad Hoc tasks; in addition to performing regularly assigned tasks the individual will be asked to lead certain category reporting components, help create and maintain PBM level reporting and presentations, and one off analytical work as it arises
Bachelor’s degree in Accounting/Finance required, MBA preferred and approx. 7 + years of relevant work experience
Significant analytical experience
Must have strong interpersonal skills with a demonstrated ability to manage collaborative efforts, while frequently interacting with Director level through SVP cross functional partners. A
Dvanced knowledge of Excel is required

118

Director, Financial Analysis Resume Examples & Samples

Play a lead role in the execution of key financial planning processes for the company analyzing global profit and growth objectives. Specifically partner with finance leaders and other key stakeholders to integrate the enterprise forecasting processes
Lead and/or provide return on investment analysis on organizational initiatives ensuring the right financial approaches and resources are brought to bear. Analysis focuses on gathering and synthesizing current state data, understanding and modeling future state proposals, developing optimal solutions to address critical business issues, and developing presentations that compare data, highlight risks and focuses on qualitative and quantitative issues
Lead and/or review the evaluation of potential merger & acquisition opportunities accurately preparing pro formas, financial analyses and valuations of proposed transactions and presenting to senior executives. Conduct complex due diligence and associated analysis to determine potential equity value for an acquisition target. Supervise the preparation of company overviews to provide senior management with a preliminary view of potential target companies
Interpret company performance to address identified business challenges and improvement opportunities. Maintain ongoing operating model of the company’s businesses to assist management in capital allocation and liquidity management
Support Treasury and Investor Relations in their ongoing responsibilities, such as quarterly earnings releases, equity analyst conferences, and rating agency presentations
Review valuation methodology and conduct annual update of pro forma assumptions
Lead complex post audits of prior investments, analyzing variances and presenting to senior management
Support the development of senior executive presentations to MI’s Board of Directors
Represent the department at Corporate Growth Committee (CGC) meetings as needed
Sets goals and expectations for direct reports using the Leadership Performance Process (LPP) and holds staff accountable for successful performance; coaches team by providing specific feedback to improve performance; conducts annual performance appraisal with direct reports; and ensures the same occurs at lower levels of his/her organization. Partner with Human Resources to strengthen the organization performance by ensuring effective structures, processes, jobs, and tools are in place for associates to do their jobs effectively
Champion excellence in business ethics and integrity, social responsibility, cross-cultural effectiveness, and associate engagement
Minimum of 8 years relevant work experience including complex data analysis and financial modeling
Minimum of 3 years experience in a management role; demonstrated success leading and developing others in a complex, service-intensive, deadline-driven environment
Lodging/hospitality industry experience strongly preferred
In depth knowledge and understanding of Starwood business model, accounting and finance business processes
Strong qualitative and quantitative analytical skills with proven understanding of economic valuation theories and processes technical corporate finance concepts (NPV, IRR, cost of capital); ability to take large volumes of complex information and present it in a clear and concise manner appropriate for senior management decision-making; uses data and a cogent problem solving methodology in decision making and impact assessment
Strong spreadsheet (macro development, complex formulas), word processing, and presentation software skills
Strong interpersonal skills; able to maintain effective relationships with internal and external customers
Responsive; ability to integrate and balance priorities, work activities and resources for the benefit of multiple key stakeholders
Results oriented; delivers results under difficult conditions and demonstrates balanced judgment under pressure. Ability to assess, plan and get “the right priorities” done, on time and budget, at high quality levels; ability to work both independently and as part of a team
Ability to consistently make decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure; comfortable challenging organizational norms and accepted thinking to improve effectiveness
Solid leader of people; ability to translate business priorities into actionable goals and objectives for staff; ability to motivate and develop staff
Ability to sell ideas persuasively; settles differences and wins concessions without damaging relationships; can be both direct and forceful while remaining diplomatic

119

Financial Analysis, CCB, Associate Resume Examples & Samples

Able to comprehend mortgage servicing operations and related reporting requests in order to gather and document requirements to allow IT partners to produce accurate and timely reporting
Ability use analytical methods and tools to assist in research to remediate data quality issues and to ensure accuracy of information reported
Able to serve as a Subject Matter Expert for Regulatory and other External Reporting requests
BS degree with emphasis in Finance or Accounting with emphasis in MIS or other quantitative/business discipline
Advanced analytical and quantitative skills; ability to identify relationships of business processes and reporting data elements
Strong communication skills, both written and verbal, with and ability to communicate to both technical and non-technical audiences
Team player, organized with the ability to work on multiple project/reports concurrently and customer focused

120

Financial Analysis & Insights Resume Examples & Samples

Supporting ad hoc financial analysis requests of our senior leadership team in support of critical business decisions, analysis will include customer and location profitability, revenue growth (organic or acquisition), cost reduction and margin analysis
Managing the development of industry and competitor-specific financial analyses and databases
Analyzing internal business data and provide recommendations to improve business performance
Developing efficiencies and process improvements for our monthly financial close processes
Providing a sharp focus on financial process improvement through leveraging of technology and existing tools
Ability to work collaboratively within the organization
Ability to work creatively to find unique solutions to complex business problems
Knowledge of financial statements analysis and reporting
Working understanding of computer application tools to perform financial analysis
Proficiency in Microsoft Office applications with extremely strong Microsoft Excel skills
Requires excellent analytical ability with strong attention to detail
Intermediate level of skill with MS PowerPoint (create presentation, charts, insert graphs & tables)
Knowledge of Hyperion Brio, Tableau, Minitab and Hyperion Essbase is a plus
Strong record of academic and managerial achievement

121

Financial Analysis Resume Examples & Samples

Prepare and coordinate business cases to evaluate key assumptions and financials
Analyze large amounts of data to present results and recommendations clearly and concisely to senior management
Provide ad hoc financial analysis for strategic projects
Develop financial and other models to analyze/predict results
Manage multiple concurrent projects to ensure timelines are achieved
Partner effectively with various teams within the Commerce organization
Bachelor’s degree in Finance, Accounting, Economics (or related discipline)
3+ years in Finance/Accounting, management consulting or other financial/analytic roles
Strong quantitative, critical thinking and analytic skills, excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, has the ability to comprehend and clearly communicate complex concepts in a fast- paced, dynamic environment
Knowledge of Microsoft Word, Excel, PowerPoint/PitchPro, Essbase and SQL (preferred)

122

Financial Analysis Senior Analyst Resume Examples & Samples

Manage end to end sales commissions process for complex countries/functions under your scope respecting deadlines as per SCP calendar and payroll calendar. Be subject matter expert in commissions area, maintain commissions Data in the tool, including target, draws load, perform regular sanity checks to ensure accuracy, keep track of all back up documentation as per RKG policy
Validate and load manual adjustments to commissions tool, ensure compliances, research and resolve errors, accurately calculate achievements and commission payout per individuals respecting SCP and payroll deadlines. Complete pay review & resolve issues before commissions submission to payroll
Business partnering with Senior management, Finance, Sales, Sales Ops, HR ; payroll, provide them with accurate and timely information & follow up on the issues, interact with Sales and Finance population and resolve autonomously the majority of questions and potential conflicts regarding SCP; escalate to own management and Business Management as necessary
Perform analysis on sales commissions to support management understanding and decision making, as part of the commission Team support team work and backfill each other when needed, train junior team members
Ensure process compliance to the commissions rules, support exception review process, actively participate or lead Global commissions related projects and process improvement activities

123

Financial Analysis Senior Analyst Resume Examples & Samples

Analyzes and evaluates financial impact of all global real estate strategy recommendations
Prepares and tracks the financial progress of strategic projects to ensure they are tracking to plan
Works with the business office to prepare and analyze trends in business partner facilities spend
Works with the team on strategic projects and assists them in understanding the financial impact of their recommendations
Works with the projects team on transitioning project estimation to actual budgets

124

Financial Analysis Resume Examples & Samples

Business Partnering across all levels of the organization
Provide key financial reports & presentations to senior management with a focus on timeliness, accuracy & analysis enabling better business decision making capabilities
Will interface with all levels of AMAT Finance (BUs, WWOPs, COE, & Corp Accounting)
Alignment with Sales & Business Managers during forecast cycles, and ad hoc
Full P&L ownership across multiple products (Revenue, Margin, Opex, HC)
Hyperion planning, Essbase and SAP experience all required ; Excel skills must be advanced
Travel only on occasion to support the business if required but will be minimal
Bachelor’s degree from a four year college or university with a major in business, economics, accounting or finance
3-5 years of experience a in spending analysis. Inventory or costing role or related financial planning and analysis position
Experience in financial support of a segment or division preferred
Prior experience in an operational ERP environment (Oracle, SAP, Hyperion) is required

125

Financial Analysis Resume Examples & Samples

Understand the business strategy and provide highly relevant insight into business performance
Full P&L ownership : Order, Revenue, Cost, Spending, HC
Alignment with Sales and Business Managers during Forecast cycles
Provide key financial reports and presentations to senior management with a focus on accuracy and data integrity
Partner across all levels of the organization with Sales, FSO (Field Service Organization), Business Development, Marketing to influence and guide the business
Act as a key stakeholder in the decision making process through the provision of risk-adjusted financial information and analysis
Create financial models of “what if” scenarios and ad-hoc reports for future business planning decisions in areas such as customer deals, resource planning, gross margin analysis
Interface with other supporting groups: Other Finance functions, Order Management, Legal, HR, etc. to execute the business plan and ensure business workflow are aligned
Partner with Collection team to minimize outstanding AR and facilitate Sales to resolve AR issues
Involve global projects. Might lead or facilitate
5 - 8 Years of Experience in financial planning and analysis role
Strong excel skills to explore business analysis
Experience in Hyperion planning, Essbase and SAP is preferred
Excellent written and verbal communication skills both English and Japanese
Work experience in multinational company is preferred
Strong communication skills with the ability to deliver controversial messages to senior management
High motivation to learn industry/products to perform creative analysis

126

Director, Financial Analysis Resume Examples & Samples

Play a lead role in the evaluation of potential new hotel development projects, financial analyses and valuations of proposed transactions and presenting to senior executives. Represent the department at Hotel Development Committee
Lead and/or support the evaluation of the financial impact of alternative proposals/ workout resolutions including accurate pro forma generation, financial valuation, contract summarization, and situational analysis on portfolios
Monitor and interpret Continent performance against Continent’s Long Range Plan in consultation with Continent Finance and other market leaders. Support development of actionable financial/business recommendations and responses to optimize performance and drive growth and profitability. Contribute to the development of KPIs to create early warning system of business changes and risks
Lead and/or support development of analyses for the Continent’s Long Range Plan
Lead and/or provide return on investment analysis on Continent initiatives ensuring the right financial approaches and resources are brought to bear. Analysis focuses on gathering and synthesizing current state data, understanding and modeling future state proposals, and developing presentations that compare data, highlight risks and focuses on qualitative and quantitative issues
Lead and/or support the evaluation of potential merger & acquisition opportunities within the Continent accurately preparing pro formas, financial analyses and valuations of proposed transactions and presenting to senior executives
Contribute to review of global valuation methodology and support the annual update of valuation assumptions for use in global valuation models
Minimum of 3 years’ experience in a management role; demonstrated success leading and developing others in a complex, service-intensive, deadline-driven environment
Strong qualitative and quantitative analytical skills with proven understanding of economic valuation theories and processes; ability to take large volumes of complex information and present it in a clear and concise manner appropriate for senior management decision-making; uses data and a cogent problem solving methodology in decision making and impact assessment
Strong analytical skills, particularly in analyzing financial statements
Ability to consistently make decisions in a timely manner sometimes with incomplete information and under tight deadlines and pressure; comfortable challenging organizational norms and accepted thinking to improve effectiveness
Solid leader of people; ability translate business priorities into actionable goals and objectives for staff; ability to motivate and develop staff

127

Director, Financial Analysis Resume Examples & Samples

Lead value realization workstream by analyzing internal processes, organization design, formulating actionable improvements, evaluating business opportunities and coordinating efforts across cross functional teams
Partners with the Lash Group leadership to analyze monthly financial and operating results, isolating and explaining key variance items; identifies areas for improvement and makes recommendations for maximizing opportunities; analyzes customer and product profitability
Prepare short and long term financial forecasts of financial performance for use with internal management
Coordinate, analyze and report the financial performance to management and Board of Directors
Provides day-to-day support in the development of tools, templates, and financial models to assist in general decision making and in support of operational performance that align with company strategic goals
Reviews existing value realization initiatives versus plan with management teams
Generates ad hoc management reports utilizing Essbase and other related finance datamarts and systems to pull financial information; resourceful in preparing other management reports as required
Develop and maintain accurate financial reports for internal use
Develop and implement policies and procedures to ensure that personal and financial information is secure and in compliance with current legislation
Identifies operational efficiencies to enable the company’s long term strategic direction
Directs and supports performance initiatives for organizational business units to increase operational efficiency including operations and other support functions
Analyze data to include spotting trends and developing forecasts to produce forward thinking results
Works in a consultative manner with all teams within Lash Group to gather market data requirements, analyzes data base contents, works with internal data warehouse team to understand data relationships and develops analytical processes for obtaining the requested information
Performs related duties as assigned
Knowledge of various financial management principles productivity and profitability analysis
Knowledge of BaaN Essbase Excel Business Objects and Crystal Reporting and/or other applications
Strong leadership and relationship building skills
Demonstrates initiative and has a strong sense of urgency to meet deadlines
Ability to adapt with changes in strategic direction of organization
Strong critical thinking skills that include creative problem solving abilities to think outside of the box
Excellent problem solving skills and sound judgment
Understanding of ABC policies philosophy goals and objectives in order to affect financial oversight in protecting the company's assets

128

Financial Analysis Specialist Resume Examples & Samples

Expense Reporting, Forecasting and Analysis
Presentation of Financials to Senior Level Management
Month End Close and coordination with Human Resources
Project based efforts such as budget/strategic plan/and other as defined
Strong quantitative problem solving and critical thinking
Excellent communication skills with an emphasis on translating data into actionable business information
Diagnose tactical issues within expense management function, as well as present to VP level audience with financial updates
Create reports using tools such as Hyperion, MS Excel, MS PowerPoint
Bachelor’s degree in Business, Finance or related field; MBA strongly preferred
8-12 years of significant financial analysis experience including Excel-based financial modeling and database management; MA/MS and 6 -10 years of significant financial analysis experience including Excel-based financial modeling and database management
Ability to handle complex analysis from issue identification to proposal of potential solutions; Strong business and organizational skills; Ability to work with minimal to no oversight; Demonstrated initiative with commitment and ability to work under pressure and meet tight deadline; Knowledge of PBM or Healthcare industry preferred

129

Financial Analysis Manage, VP Resume Examples & Samples

25%: Provide hands-on team leadership, management and
BS / BA in Finance, Business or Accounting required; MBA, CFA, or CPA desired
10+ years of progressive finance experience with FP&A experience in large, complex banking or financial
Institutions
Ability to anticipate, identify and resolve complex financial issues
Demonstrated ability to oversee company-wide management reporting, forecasting, and budgeting processes

130

Financial Analysis Asc Mgr Resume Examples & Samples

CRM contract experience
Accounting and Finance experience
Experience managing operational teams
Relationships with CRM Government management
Current active ADPII clearance

131

Financial Analysis Resume Examples & Samples

Development, analysis and communication of reporting provided to Client Services teams
Assists in the preparation of the annual expense budget and prepares budget packages for senior management
Maintain and present expected impact to Indirect Value, Rate Relief and VE, related to pricing activity
Accountable/responsible to ensure accurate underwriting/pricing, at the case level, as well as development of new analytical insights and processes for analysis at the client level
Review all client pricing/concession/credit offers to ensure compliance with Pricing Rules and Guidelines
Bachelor’s degree in Economics, Statistics, Mathematics, Finance or 5+ years equivalent work experience
2-5 years of relevant work experience or a Master’s degree
Must be proficient with Microsoft Excel, Word and Office; Experience with Hyperion Essbase and/or Hyperion Workspace preferred; Familiarity with Visual Basic preferred
Understanding and development history of Net Present Value and Discounted Cash Flow models; Ability to work cross-functionally to resolve issues and collect reports; Ability to handle analysis from issue identification to proposal of potential solutions; Demonstrated initiative with commitment and ability to work under pressure and meet tight deadlines; Knowledge of PBM or Healthcare industry preferred; Demonstrated modeling, trending and forecasting skills; Strong business, organizational and communication skills

132

Financial Analysis Specialist Resume Examples & Samples

Responsible for analysis and interpretation of financial information
Utilizing independent judgment and discretion, identifies trends, variances, and key issues and provides recommendations for adjustment
Responsible for reviewing and reporting moderate to complex daily revenue reports and internal controls for the Medical Group Practice
Reconciles, analyzes and documents budget to actual variances
Responsible for supporting annual budgeting process
Responsible for conducting onsite financial and operational audits to ensure financial controls are maintained
Prepares monthly/quarterly oversight reports that identifies and manages emerging trends
Leadership ability to analyze results while working with multiple partners across Group Medical Practice
Support the development and documentation of policies and procedures to ensure adequate controls are in place for all cash management handling across the Group Medical Practice
Maintain and support cash and credit reporting and act as key contact to the Accounting team for all related issues
Leads on site audits for cash and front office billing offices
Key contact for all cash management system upgrades and enhancements
Experience working successfully in a matrix environment
Auditing experience or conceptual knowledge preferred
Strong communication skills (both written and oral)
Proven analytical skills to quickly work through data and summarize findings
Strong Detail-orientation
Leadership drive to achieve results quickly and effectively in fast paced environment
Strong technical skills, using Microsoft Excel and Word

133

Financial Analysis Senior Specialist Resume Examples & Samples

College Degree in related field (economics, finance, accounting, actuarial science) strongly preferred
5+ years in progressive responsibilities in insurance finance/accounting roles
Highly Preferred: Prior Pharmacy Experience
Able to work effectively at all levels in a highly matrix organization
Excellent analytical and problem solving acumen
Able to deal with large amounts of data and handle complex financial modeling
Work independently and learn and apply quickly
Expertise using Microsoft Excel and Access, knowledge of SQL and SAS programming is a plus

134

Ipmi Financial Analysis Specialist Resume Examples & Samples

Robust financial forecasting of business results and planning support for business expansion and strategic initiatives
Deep analysis of financial drivers and business metrics and communicating the key messages to influence business decisions
Close partnership with each business area and senior leaders to build strong foundational links between business decisions and long term financial outcomes
Key stakeholder management
Requires a Bachelor’s degree in finance or related field. o MBA/CPA preferred
Four years or more of financial analysis or related experience
May need knowledge of multiple systems
General knowledge of insurance products, procedures and systems for specific functional area
Health insurance industry knowledge preferred
May support multiple products and/or accounts
Works with matrix partners
Advanced excel skills required
Experience of working in a corporate and matrix environment essential, ideally with technical knowledge of financial services industry
Proven background in building sustainable process delivery to support department growth
International and multicultural experience would be a benefit
Self-starter who is results driven with motivation and initiative
Problem Solver – the ability to solve difficult problems with effective solutions o An inquiring mind with tenacity to get to the bottom of issues
Dynamic individual able to work with a broad range of people across the organization. The ability to network and influence people in a corporate environment will be a requirement to succeed in this role
Flexibility to work on a broad range of projects/deliverables and appropriately prioritise work to ensure tight deadlines are met
Analytical approach to work with the ability to challenge results and reporting methodologies
Team player who has a “hands on” approach to achieving results and is willing to work in the broader finance team, as required, in order to achieve departmental objectives
Some travel may be required

135

Financial Analysis Senior Specialist Resume Examples & Samples

Partners with Group Insurance organization to create financial modeling and analyses that enable CGI’s growth strategy
Extensive modeling to develop quarterly earnings projections, along with robust scenario analysis functionality as well as capacity and resource planning
Responsible for coordinating, conducting, and documenting financial analysis projects
Implements processes and controls to improve financial forecasting methodologies
Assists CGI Finance on financial planning and analysis activities
Significant collaboration with various Group Finance stakeholders, including Actuarial, Accounting/Financial Reporting, Expense Management, and Field support
Bachelor’s degree in Finance or related field strongly preferred
Excellent interpersonal, organizational, analytical and research skills
Extensive modeling experience in Excel and/or Access is a must

136

Financial Analysis Senior Spec Resume Examples & Samples

4-7 years professional work experience in Healthcare, Financial Analysis, or analytical related work (preferably 2 within health insurance)
Medical coding knowledge is beneficial (CPT, HCPCS, Revenue Codes, ICD-9, etc.)
Strong ability to connect technical models with high level trends, concepts, and anecdotes

137

Mgr, Acct & Financial Analysis Resume Examples & Samples

Master’s degree in a Business, Accounting or related field, or an equivalent combination of education and experience
3 to 5 years of experience in accounting or finance
Excellent written, verbal and interpersonal communication skills
Demonstrated proficiency with Microsoft Office and software applications
Prior supervisory experience that includes financial management or oversight of financial operations
Knowledge of University accounting policy, procedures and systems
Experience with Stratajazz or comparable budget development program

138

Junior Financial Analysis Resume Examples & Samples

Proficient English spoken & written,
Strong analytical skills, with an eye for detail,
Bachelors degree (Accounting or Finance),
Excel proficiency,

139

Financial Analysis Summer Internship Resume Examples & Samples

Analysis of material or product costs, including data validation, error correction, issue identification and resolution
Analysis of sales procedures, product pricing, and customer interactions
Analysis of cash positions
Participation in process improvement projects
Support to the implementation of new systems or reporting methods
Experience in various business software or systems applications
Exposure to one of the businesses of a multinational corporation, possibly collaborating with colleagues in other regions to complete the work assigned
First-hand exposure to a professional corporate work office environment
Valuable networking opportunities
Special activities and professional presentations for summer interns
Most positions are located in Wilmington, Delaware or Des Moines, IA, but could be in other US locations. Positions may or may not include business travel
Desktop software skills, particularly knowledge and use of Microsoft Excel, Word and PowerPoint (SAP a plus)
Self-starter with the ability to coordinate and prioritize various assignments
Ability to research and analyze financial information, enjoying a heavy data and analysis component to your work

140

Accounting / Financial Analysis Specialist Resume Examples & Samples

Analyzes, Reconciles and manages key actual vs. budget variances
Supports and/or builds annual budget for AZ CMG Expenses in support of CMG key business partners
Reviews monthly financial information and records accruals to appropriately report results
Prepares monthly/quarterly and annual projections and identifies emerging trends
Leadership ability to analyze results while working with multiple partners across Group
Medical Practice
Communication and influencing of the process to ensure goals and targets are met
Support the development of policies and procedures to ensure adequate controls are in place for the management of the Marketing portfolio across the Group Practice
Maintain and support the business financial reporting system
Support Finance Roadmap objectives as needed
Reporting of results to various matrix partners
Bachelors degree in Accounting or Finance strongly preferred
Solid communication, both written and oral
Strong technical skills, using Microsoft Access and Excel

141

Financial Analysis Senior Analyst Resume Examples & Samples

Prepare vendor funding claims and ensure proper compliance to Vendor funding agreement and Accounting policies
Drive timely submissions from various stakeholders to meet accruals timeline
Support Marketing controller on outlook, forecast and actual analysis on funding claims
Run adhoc or periodic analysis where appropriate
Good partnership with Partner Marketing to support new structures and setups, understand claims criteria and always support to drive maximum fund claim-ability with no tolerance to Policy Compliance
Work with team members for effective close management process, with good drilldown and analysis to support bridge to forecast and outlooks
Contribute and play a strong part to proactively improve process and procedures through process simplification and automation
Timely and accurate update on vendor funding documentation
Strong understanding on claim process to respond effectively to queries and issues
Continue to drive data accuracy and report simplification that adds value to business
Professional Certificate, Diploma, Advanced/Higher/Graduate Diploma or Bachelor's Degree in Finance/Business Administration / Accounting or equivalent
Strong financial knowledge and international business exposure
Good Excel and Database knowledge and project management skills
Able to work under tight deadline
Able to quickly grasp complex business topics
Independent worker with strong communication skills in English
Strong Business Acumen and good command skills with Business partners

142

Financial Analysis Senior Analyst Resume Examples & Samples

Accurate and timely preparation of standard financial & operational metric reporting packages
Proactive collaboration and communication with the accounting/external reporting team and the FP&A business partner leads in order to develop meaningful reports and repeatable processes
Design and build reports leveraging the appropriate source systems and reporting tools to meet user needs and maintain consistency
Research and prepare ad hoc data queries as requested, leveraging business acumen to provide recommendations to business partners on potential data analyses
Enable data stewardship through the build-out and maintenance of key financial and operational metric reporting definitions, structures and dimensions to enable accurate, consistent and relevant business intelligence
Leverage systems and tools to enable real-time and secure availability of key information to relevant business partners and executives
Assist in the development of all automated reports, ensuring their accuracy and business relevance
Educate business and FP&A partners on data definitions, report access, and use of reporting tools
Implement and maintain a robust data and reporting Quality Assurance process, along with documentation of reporting definitions and procedures
Ensure adherence to Company policies and procedures, particularly with respect to data security and appropriate disclosure

143

Senior, Financial Analysis / Controller Resume Examples & Samples

Manage the corporate financial model by collecting, assembling and challenging inputs
Provide recommendations to senior management and the board of directors by assessing the financial impact of key business decisions, including plant/product roadmaps, capital allocation, cost/pricing initiatives, and others
Maintain complex financial models used for profitability analysis and cash flow planning
Monitor financial performance by analyzing and reporting on variances from plan
Conduct significant ad-hoc analysis to ensure the best corporate decisions are made to achieve operational and financial objectives
Increase productivity by working with internal partners to develop repeatable business processes
Develop and maintain strong relationships with product management and site finance teams
Frequently work directly with senior executives
Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety & Security requirements and programs
Bachelor’s degree in finance, accounting, economics, statistics, or related field
Minimum 5 years in roles covering corporate financial planning, strategic finance, investment banking or management consulting
Strong communication skills with ability to interact with and influence at all levels of the organization
Strong understanding of the technology industry is preferred
Self-motivated and independent with strong analytical and problem solving skills
Team-based leadership skills; ability to work across global locations in matrix role, and build effective cross-functional relationships at multiple levels
Demonstrated expertise in corporate financial modeling and financial analysis with keen attention to detail
Demonstrated expertise in creating presentation material for senior management reviews

144

Senior Manager of Financial Analysis Resume Examples & Samples

Develop and maintain relationships with key business leaders to enable improved decision outcomes
Develop detailed financial models to quantify the value of capital, raw material, and acquisition projects across a range of business outcomes (sensitivity analyses)
Assist business leaders in developing and presenting business proposals to management
Bachelor's degree or higher in Finance or Accounting, or MBA with Finance concentration
Five years of financial analysis experience
Prior experience with financial modeling and valuation skills, including discounted cash flow modeling, IRR, etc
Ability to conduct complicated cost and marginal analysis
Microsoft Office Suite (Microsoft Word, Excel - spreadsheet creation/editing, pivot tables, data analysis/manipulation and formula creation, etc., PowerPoint – presentation creation/editing)
7-10 years’ experience preferred in a financial analyst or similar analytical role

145

Financial Analysis Senior Analyst Resume Examples & Samples

End to end ownership - development and publish of assigned Global Management reports, including related communication with users
Drive process enhancements and data integrity checks to ensure timely and accurate reporting
Support ad-hoc reporting requests and other reporting needs and provide guidance and assistance to team members / management
Establish relationship and partner with business stakeholders to gather and shape reporting requirements that support transformational changes
Cross regional interactions with business partners, support teams and customers from Finance and other departments
Daily tools – MS Excel, MS PowerPoint, OLAP cubes

146

Director, Financial Analysis Resume Examples & Samples

7+ Years’ experience in financial analysis that directly aligns with the specific responsibilities for this position, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience
Confident, comfortable communicator with strong written and verbal communication skills
Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations
Works with mathematical concepts such as averages and/or variances
Ability to analyze complex information and to evaluate the implications of a course of action or solution
Ability to perform under stress in cases of emergency, critical or hazardous situations
Ability to work with others in a team environment
Demonstrated ability to identify and recommend processes improvements
Demonstrated ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills
Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches
Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
Finds common ground and can gain collaboration among senior management, colleagues and peers; can influence outcomes without directing or commanding

147

Manager of Financial Analysis Resume Examples & Samples

Perform due diligence for possible M&A activity
Assisting in execution of deals
Assisting in the preparation of marketing pitchbooks and related materials
Gathering public information through numerous sources
Creating merger and financial model analyses
Generating models for valuation metrics
Analysis of marketing documents such as Confidential Information Memorandums
Building company forecast models
Analyzing company performance on an absolute and relative basis
Producing and maintaining various databases
Perform market research to identify new potential growth channels
Build complex financial models to support management decision-making
Build proforma financial models to highlight business combination scenarios
Develop business case for new innovation growth ideas
Analysis and reporting for the Customer Value Delivery™ program
Write white papers on select industry topics
Analysis and development of costing/pricing of engineered and designed solutions
Develop project work plans and process flowcharts
Communicate and sell improvement ideas to key decision-makers

148

Senior Adv, Financial Analysis Resume Examples & Samples

Own Global Operations variance reporting and analysis across the annual plan, outlook updates and actuals requiring partnership with finance and FP&A across both the Dell Global Operations and ISG organizations
Represent Global Operations as a key member of cross-functional teams working on savings initiatives
Work with the rest of the team to deliver timely cost updates and communication to the business
Support GSCM to ensure all supply chain savings are being accurately
Strong desire to learn and take on new tasks
Ability to build cross-functional relationships
Strong analytical skills; detail oriented
Experience with SAP (or equivalent) and reporting/BI tools

149

Financial Analysis Specialist Resume Examples & Samples

Bachelor’s degree in accounting / finance or a related field strongly preferred
Minimum of five years of financial analysis or related experience
MBA or CPA Certification preferred
Great attention to detail and ability to work with large amounts of data
Strong research and analysis skills and ability to identify trends, variances, and develop recommendations
Sequel skills are highly preferred
General knowledge of health insurance products, procedures, and systems for specific functional area preferred
The candidate may support multiple products and/or accounts
Works well within a highly matrixed environment
Ability to succeed in a team environment
Understanding of accounting processes, procedure and internal controls preferred
Excellent organization skills and ability to manage competing priorities

150

Financial Analysis Senior Manager Resume Examples & Samples

Perform detailed, timely and accurate financial analyses, including the following
Reporting on operating results and financial statement positions on a monthly, quarterly and annual basis (will require system generated and manual interpretation of data)
Prepares reports on the company’s budgets, revenues and expenses
Work with department managers through the development process of each budget cycle
Work with senior level company executives on strategic planning initiatives and special projects
Review, analyze and report balance sheet positions and forecasts (cash flow, net working capital, EVA, etc.)
Position will directly support the controllers of the PL Business Segments, providing enhanced, multi-faceted controlling around revenues, royalties, and segment, product line, portfolio element, and customer profitability
Possess or quickly develop strong knowledge of the business unit(s) being supported, and the IT systems and capabilities for business intelligence
Expertise in budgeting, forecasting, financial statements analysis and interpretation is required
High level of technical knowledge of functions which include: P&L, budgeting, cash management and financial analysis processes
Strong analytical skills, including ability to interpret the business definitions and needs, and accurately and completely extract the necessary data from corporate IT systems in a format that can then be analyzed with conclusions reached
Apply understanding of business, data and technology in order to analyze data and develop solutions
Solid understanding of financial business principles, practices, and procedures
Advanced Microsoft Excel skills, along with ability to quickly learn and leverage several Business Intelligence tools including Business Warehouse, Business Objects, Access, WebFOCUS, Hyperion/Oracle Planning, Essbase and Arcplan DynaSight etc., to answer business questions
Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts
Able to multi-task, successfully engage in and prioritize multiple initiatives simultaneously
Strong attention to detail, with excellent organizational skills
Degree in business administration or finance
Minimum of 6 years of experience in finance

151

Financial Analysis Senior Analyst Resume Examples & Samples

Prepare annual operating plans, working together with the business and the central FP&A teams
Develop and maintain good and efficient relationships with Corporate Finance, Business Unit FP&A and other Finance Teams
Monitor performance against the forecast with monthly close reports and reviews
Participate actively on forecast discussions, provide financial data, identify opportunities and drive process improvement
Make recommendations for OPEX savings and other actions that will allow the business achieve its financial goals
Interaction with accounting team on bookings and transaction analysis, especially during month close
Work with Hyperion, Oracle, and other high-tech tools

152

Senior Dir, Financial Analysis Resume Examples & Samples

Coordinate with Distribution channel Leadership to create and prioritize business development opportunities. To leverage matrixed Regional Directors of Sales Operations community and Home Office staff, providing guidance and leadership, to enable execution oriented organization through the consistent monitoring and measurement of financial and operational metrics
Agency Compensation: Lead overall Financial Management of all PI agency compensation. As the PI representative to enterprise Agency Compensation unit, budget, monitor and provide recommendations on all base and supplemental compensation programs
Production Planning Business Liaison: To coordinate with interested business partners to execute, oversee and improve the PI Production Planning Process
Distribution Channel Financial Planning and Analysis Lead: To define and execute overall Distribution Channel financial results reporting, planning and review process
Strong leadership desire and ability
Advanced degree of business acumen
Desire and ability to inspire and influence others and promote a vision
Exhibits high degree of intellectual curiosity, work ethic and resilience
Heavy strategic focus
Thorough knowledge of the insurance business
Exhibits comfort level to interact and lead effectively with individuals at all levels within the organization including senior management
Desire to develop employees while creating organizational sustainability
Change oriented, “raise-the-bar” mindset
Advanced written and verbal communication skills; ability to present material concisely
Detailed understanding of Property Casualty Insurance business metrics/drivers
Familiarity with product distribution networks
Demonstrates advanced analytic skills with the ability to solve problems and suggest solutions
Significant financial modeling experience
General knowledge of accounting practices and financial management principles

153

Financial Analysis Senior Analyst Resume Examples & Samples

Candidates must possess strong drive for results and ability to deal effectively with ambiguity
Team work spirit, willing to be part of a global team with remote leaders and peers
Quick learning, attention to detail
Strong communication skills, excellent written and spoken English
2+ years’ experience with reporting
3+ years’ experience with MS Excel and MS Access
VBA and SQL is an advantage
Financial background with some planning experience or project lead role will be advantage

154

Senior Specialist, Financial Analysis Resume Examples & Samples

Lead projects across the Financial Analysis group as assigned
Review and interpret data for the purpose of determining past performance and/or to project financial results; shares information with others and aids in planning of next steps for financial data
Share high-level knowledge with others in order to promote further development of the department
Provide a higher level of financial analysis understanding to aid in solving problems in unique ways
Work with other departments to ensure business issues are resolved
Bachelor’s degree in accounting or finance, or equivalent work experience
Eight years of experience, with degree
In-depth knowledge of accounting/finance
Advanced computer skills

155

Dir, Financial Analysis Resume Examples & Samples

Directs daily operation of specific Financial function
Drives development of goals, performance standards/metrics & budgets
Provides work direction and strategic direction to reporting managers and employees
Works closely with higher levels of management and across functions to develop effective strategies and programs to meet functional and cross-functional goals
Ability to execute
Ability to lead, motivate and direct a workgroup
Ability to manage in a matrix environment
Possesses operational command of the business

156

Financial Analysis Senior Analyst Resume Examples & Samples

Take full responsibility for maintenance and administration of Marketing Assistance Fees and Rebates Programs particularly in terms of their financial accounting & customer reporting implications (understand contract language, quota vs. actuals tracking, accrual calculation, good standing checking, calculation of rebate payments, reconciliation and aging of outstanding rebate balances, accrual adjustments, cross charges to segments, ad hoc customer issues etc.)
Provide financial support to Finance Controllers, Accounting, Sales, Contracts and Business Controls teams in area of Marketing Assistance Fees and Rebate Programs
Proactively partner with cross-functional teams to identify and pursue workflow optimization and profitability improvement opportunities across assigned tasks and processes
Drive process enhancements to gain efficiency and customer-experience improvements
Provide additional ad hoc support for analytical, reporting or administrative needs within Finance and help team members, business partners, and customers with their inquiries as needed

157

Senior Financial Analysis Specialist Resume Examples & Samples

Perform economic research and studies of a financial nature
Prepare reports of findings and recommendations to management
Collect and analyze financial data
Assign and track funding documents
Prepare outgoing funding documents
Track the Division’s management budgets to ensure labor, contracts, travel, and training expenses are within budgeted parameters using the Navy Enterprise Resource Planning (NERP) system
Track direct funding planned versus actual expenses for all projects and ensures any overruns are reconciled on a weekly basis
Bachelor's Degree, preferably with a major in Finance, Business Management, or a related discipline plus a minimum of 10 years of relevant experience is required OR Extensive/Equivalent experience will be considered in lieu of degree
Experience with NERP is required
Experience with DOD and DON financial practices is required

158

Financial Analysis Director Resume Examples & Samples

Financial analysis skills ‐ knowledge of research techniques sufficient to collect and interpret data. Knowledge of descriptive statistics to analyze statistical data and prepare projections
Communication ‐ communicates clearly and concisely, verbally and in writing. This includes utilizing proper punctuation, correct spelling and the ability to transcribe accurately
Organization ‐ proactively prioritizes needs effectively. Manages and evaluates resources
Leadership ‐ guides individuals and groups toward desired outcomes, setting high performance standards and delivering leading quality services
Strategic Leadership - leads the development, deployment and direction of complex programs and processes
Basic skills ‐ able to perform mathematical calculations and basic accounting concept
At least 5 years progressive accounting/finance experience required, preferably in healthcare revenue cycle management
At least 3 years of supervisory experience preferred

159

Director, Financial Analysis Resume Examples & Samples

Leads main support group for particular product line(s). Main business partner to operational Executive of the product line(s)
Subset owner of global process development and implementation. Responsible for training, staffing and execution of tactical tasks around all corporate, foundational accounting and decision support deliverables
Drives group objectives and aligns with all matrix organizations and key stakeholders on recurring performance metrics
Lead or co-lead on regional/local system implementations and work stream ownership
Employee development lead and participant on coaching sessions, career development councils and critical succession planning requirements
Demonstrates broad and comprehensive understanding of different systems, theories and practices
Negotiates and influences the opinions of others at the senior executive level and in external organizations; exercises sensitivity to the audience

160

Financial Analysis Senior Analyst Resume Examples & Samples

Drive standardization, best practice sharing and resource optimization across assigned reports/processes
Build and maintain central Finance processes and specific reporting leveraging BPC tool (e.g. Quota Walk, Forecast & Outlook consolidation)
Daily tools – MS Excel, MS PowerPoint, MS Access, SQL server, OLAP cubes, BPC (Business planning and Analysis)

161

Director, Financial Analysis Resume Examples & Samples

Develop reports / presentations that deliver insightful analysis at the business line level for the Canadian Bank’s management team, including supporting the annual Profit Planning and Quarterly Forecasting process
Gather and manage financial information across business lines and departments in order to support timely analysis, decision making, and respond to requests for information
Support the Financial Analysis & Review team through adhoc financial analysis, including DCF / valuations for projects and transactions as required
Undergraduate degree in a relevant discipline (finance, accounting, or engineering degrees in particular are preferred). Completion of an MBA and/or CFA program is also desirable
Strong knowledge and prior experience in financial analysis and modeling skills
Good understanding of financial capital markets and strong interest and knowledge of current economic events
Ability to grasp complex concepts and communicate them in a concise and clear manner

162

Director, Budget & Financial Analysis Resume Examples & Samples

Completes as well as coordinates the completion of financial and variance analyses utilizing proper financial methods such as Break-even analysis, ROI and NPV while adhering to Beaumont's processes. Inclusion of executive summaries, assumptions and recommendations is required
Plans, leads, and coordinates the development, build and analysis of financial models; present results of analysis to finance and site leadership. Consolidate financial reporting and budgeting and review to insure completeness and accuracy
Leads the analysis and preparation of project business cases. Identify, initiate, research, challenge assumptions and prepare evaluations and executive summaries including recommendations on a variety of complex and diverse projects and problems. (ie. IT investments, capital investments and new program requests)
Provides leadership, direction, support, and development of staff. Review and direct the work of the staff to ensure that proper processes and deadlines are met while adhering to internal policies and procedures
Displays an understanding of reimbursement, accounting, budgeting, cost accounting, purchasing, accounts receivable and accounts payable
Develops performance metrics, measurements, methods and targets; assist in identifying performance improvement opportunities
Provide ongoing management consulting on the use and interpretation of analyses, reports, methodologies, systems and source data acting as a significant information source to external customers and less experienced staff
Work closely with Senior Management and Finance Leadership to improve analyses, reporting, budgets and forecasting processes
Responsible for providing oversight and analytical support during the capital management and operating budget processes to ensure all policies are adhered to and deadlines are met

163

Financial Analysis Senior Analyst Resume Examples & Samples

Partner with sales teams to drive the business toward performance objectives; Focus on growth by lines of business, margin maximization, and cash flow optimization
Manage COD and mitigate financial impact to Dell
Partner with Pricing team to provide deal structure expertise & pricing recommendations
Partner with Accounts Receivables team and Sales team to facilitate collections of past due invoices
Mitigate business and financial risk
Contribute to the control environment and adhere to control objectives; complete all compliance testing and pricing discrepancy reviews
Perform ad hoc analysis in support of US East business initiatives
Partner with FP&A on outlook and forecast analysis
Provide accounting support by identify Revenue Recognition red flags and collecting support to enable accurate and complete QE deferrals
Contribute to Controls and Compliance requirements
The successful candidate should be able to deal with ambiguity, handle multiple priorities, and make decisions based on sometimes limited information
Must have good interpersonal and leadership skills to drive results, and excellent command skills while partnering with the sales teams
The individual should also have advanced ability to recognize financial implications of business decisions and strategy
Candidates should appreciate the opportunity to work with a broad range of Dell teams (Sales, Marketing, Operations, Corporate and PG Finance)
The ability to influence others with a positive approach is key to long-term

164

Financial Analysis Senior Analyst Resume Examples & Samples

Degree in Business Admin (major in Finance) or Management
Minimum working experience of 2 years and above, preferably in MNC
Skilled in using Microsoft Office applications (Excel, Powerpoint etc). Oracle user knowledge is an added advantage
Results oriented, flexible, enthusiastic, self-motivated and a team player
Able to work independently and communicate effectively with all levels of management and staff

165

Financial Analysis Resume Examples & Samples

Interface with Business Unit finance and operations groups to provide revenue guidance and align on revenue forecast and actuals
Review all documentation (Sales Orders, Purchase Orders, Sales Approval forms, etc.) of all revenue items to ensure compliance with GAAP and Applied Policy
Partner with the Deal Desk and regional sales groups to understand and correctly account for large customer deals
Reconcile and maintain the accuracy of backlog
Prepare various quarterly reports
Prepare materials for internal and external audit requirements and respond to audit inquiries
Seek ways to continually improve processes and efficiency

166

Director of Financial Analysis Resume Examples & Samples

Analyzes property financial results and recommends action plan for the CFO
Develops and maintains relationships with property management team to understand business problems and analytical needs
Leads planning and budgeting activities at property fostering strong partnership with Corporate Finance
Supports CFO in financial management of Property – cash flow, cost identification and allocation, and risk management
Leads analytics innovation at Property
Partners with Enterprise Analytics to assist Property team in action planning on insights, tracking of progress and achievement of goals
Executes on strategic vision for team, provide mentorship, problem resolution, and coaching to team, and create culture enabling development of high-performing individuals. Instill importance of develop plans and develop succession plans for future team growth. Plan, schedule, and manage the staff to promote efficiency in completing their job responsibilities
Identifies and recommends strategic opportunities to improve operating performance with senior leadership and Property CFO
Leads the professional development of direct reports
Manage Human Resources responsibilities for the specifically assigned areas; create and maintain a work environment that promotes client service, teamwork, performance feedback, individual recognition, mutual respect, and employee satisfaction ensuring quality hiring, training, and succession planning processes that encompass the company’s diversity commitment
Bachelor’s degree in Finance, Business Administration or related field
At least 7 years of leadership experience
Previous experience managing the connection between Finance, Property, and Corporate groups
Ability to work on multiple levels from resolving individual support issues to leading large strategic programs
Ability to anticipate situations, tools needed, and obstacles through critical thinking and review of business performance
Ability to produce memos and executive summaries
Ability to participate in implementing innovative ideas, projects and business solutions
Extensive subject matter expertise in hospitality finance
Have interpersonal skills to deal effectively with all business contacts

167

Head of Financial Analysis Resume Examples & Samples

Mathematics, statistics, econometrics etc
English Level: confirmed
Pack Office: Yes
Specific database or tools: Essbase and Business intelligence applications

168

Contributor Financial Analysis Resume Examples & Samples

Ability to translate outcomes of commercial decision making into impact upon financial results
The desire and tenacity to get to the bottom of problems, extracting the details to solve them
Bachelor’s degree (preference in Economics, Accounting, Finance or Business but not essential)
Relevant accountancy or finance part-qualification or qualification (preferred)

169

Financial Analysis & SOX Process Improvement Resume Examples & Samples

Project management - planning, execution, and measurement
Learning new applications needed to complete assignments or support the execution of business objectives
Audit/Compliance
Microsoft Access knowledge a “plus”
High energy, enthusiastic, creative, ability to handle ambiguity, self-starter
N/A

170

Financial Analysis Resume Examples & Samples

Students with a focus on finance, economics or business
Proven success in both team and leadership settings
Experience in analyzing financial statements and/or building financial models
Self Starter who is effective in working as an individual contributor as well as team player
Desire to learn about both the corporate functions and the operating activities of our

171

Financial Analysis Senior Manager Resume Examples & Samples

Manager, lead and develop the China Special Pricing team, located in Xiamen, Shanghai & Beijing
Work closely with CoC and BU Finance on Dell’s strategies/price plans, driving pricing decisions that align
Engage with business leaders, finance, marketing, sales, biz ops to drive initiatives and build strong partnerships with leaders and Special Pricing
Lead the Special Pricing team in managing all price requests lower than the Smartprice Floor including pricing for bids/tenders, preparation of deal P&L, review of contractual pricing terms & conditions, identifying and mitigating business/financial risks, price validity clauses, exchange rate impact and prepare business cases that offer solid recommendations to China Executive Leaders for approval
Provide financial guidance and insight to the business on key pricing trends in the China market
Drive initiatives for Special Pricers to “add value” to the business – moving them to be strategic pricers
Simplify processes
Strong leadership skills and proven ability to manage a large team
Strong business partnering skills at the leadership level
Ability to develop strong relationships with colleagues and negotiate consensus effectively
Excellent listening, analytical, presentation, and problem solving skills
Excellent organizational, planning, and time management skills
Strong command skills to drive for results
Sound understanding of China’s critical drivers
Flexible - ability to work in an ever changing and demanding environment
Resourceful - ability to solve complex problems
Ability and confidence to make decisions
Able to coordinate multiple teams to achieve business goals
Ability to work with colleagues around the globe to implement world-wide programs and initiatives
Excellent verbal/written English communication skills across all levels in the organization and cross multiple functional teams, both in China, APJ & Global
A good understanding of the China economic & business market
Highly developed analytical skills with a proven ability to deliver quality and accurate information within tight timeframes
Detailed and persistent
Ability to work in a dynamic & challenging environment
Proven academic background in Finance/Accounting
Minimum 10 years on highly visible finance positions
Excellent business acumen, preferably with sound knowledge of regional/global businesses

172

Market Intelligence & Financial Analysis Specialist Resume Examples & Samples

Business intelligence specialist will be responsible for business intelligence and M&A strategy related to new Lithium resources
Build knowledge of Lithium salts market including value chain, competitors, technology providers, customers, and end users
Coordinate closely with Earth Sciences (Geologists/Hydrogeologists), Extraction Technology (R&D) & Marketing teams to understand Lithium supply and demand dynamics
Provide detailed analysis of resources that educate management as to the best M&A opportunities
Analysis will include financial impact (NPV / ROI / EBITDA) and feasibility of developing new Lithium resources
Ability to translate resource analysis information into a well defined value proposition that allows management to establish a M&A strategy for the resources
Bachelors in Chemical Engineering of Mining or Bachelors in Finance with minimum of 5 plus years of related experience is required
Mining Industry Experience is preferred
Mineral Engineering preferred
Advanced Degree, PhD or MBA preferred

173

Senior Dir, Financial Analysis Technology Resume Examples & Samples

Strong business partnership with President/CTO & Co-Founder to help drive various executive initiatives
Lead the planning and forecast process to set the corporate plan for respective functions
Participate in ad-hoc and cross-functional projects as needed

174

Senior Dir, Financial Analysis Resume Examples & Samples

Manage the worldwide financial close process including all accounting and reporting requirements
Lead the planning and forecast process to set the corporate plan
Publish financials statements, including consolidated Balance Sheet, Income Statement, Cash Flow Statement and various related financial schedules
Lead worldwide financial planning and consolidation reporting process across various business units
Assist in the implementation of various system enhancements – CRM, ERP, etc

175

Financial Analysis Managers IN Resume Examples & Samples

Annual Operating Plan (AOP) process and simulation
Oracle Inventory and General Ledger
Design Strategic Financial Analysis Projects
Actuals and Forecasting Process
Costing Process - Standard Costing
Oracle ERP R12, and Hyperion Enterprise/Retrieve, Hyperion HFM, BI Analytics
Positions require a Master’s degree in Finance, Accounting, or related field and 2 years of experience as a Financial or Business Analyst or related position
Alternatively, the employer will accept a Bachelor’s degree in Finance, Accounting, or related field and 5 years of experience as a Financial or Business Analyst or related position

176

Financial Analysis Coordinator Resume Examples & Samples

Collects, collates, manipulates, stores, retrieves and disseminates information related to the project
Assists in the development of KPI's through historic analysis
Supports the establishment of current and future state reporting
Supports project documentation, payroll testing and parallel runs
Excellent skills in Excel, Access, Word and Outlook
SAP experience and knowledge would be an asset
Strong organizational skills with a strong attention to detail
Advanced MS Excel skills are a requirement

177

Financial Analysis Analyst Resume Examples & Samples

100% compliance, accuracy and timeliness of compensation reporting
Possess strong Communication skills with strong business and finance acumen
Advanced PC skills using Excel and PowerPoint are a must
Good organizational agility and interpersonal skills to work effectively across functions and with management teams
Ability to deal with ambiguity and work effectively in uncertain situations

178

Financial Analysis Senior Analyst Resume Examples & Samples

Bachelor’s Degree in Accounting or any accounting professional qualifications
Min. working experience of 3-4 years in audit and MNC environment
Preferably with Costing experience and strong Accounting background
Strong financial acumen and comfortable in managing complex and multi-dimensional data
Self-motivated & independent, ability to work under pressure and tight deadlines
Detail oriented and excellent in organizing & analytical skills, with a very strong aptitude for standard software applications (Microsoft Word, Excel, and PowerPoint)

179

Financial Analysis Analyst Resume Examples & Samples

Bachelor’s Degree in Accounting or any Accounting professional qualifications
Fresh graduate
Self-motivated & independent with ability to work under pressure and tight deadlines
Flexibility to work beyond regular working hours
Detail oriented and excellent in organizing & analytical skills is required, with a very strong aptitude for standard software applications (Microsoft Word, Excel, and PowerPoint)

180

Senior Adv, Financial Analysis Resume Examples & Samples

Full control over consumer OPINC PnL - Forecasting, out looking and Close process
Develop and maintain good and efficient relationships with Central Team and all relevant stakeholders
Become reliable partner within Finance department

181

Financial Analysis Senior Analyst Resume Examples & Samples

Work with team lead on fulfillment controllership for North America
Understand operational drivers surrounding actual results; prepare monthly executive summaries and present results to senior leadership
Work closely with operations to identify and drive cost out projects
Develop and monitor/weekly metrics and performance against forecast
Business case development for strategic initiatives and drive actions to support
Liaise with the sku teams to ensure that the costs are accurately being loaded in sales systems
At least 2 to 3 year’s prior experience in a Controllership/FP&A role supporting the business; preferably operations
Degree in Finance, Business, Accounting or other relevant subject area, or equivalent experience preferred ·
Strong analytics and strategic assessment skills required ·
Deep understanding of Dell’s business is highly desirable ·

182

Director Financial Analysis Resume Examples & Samples

Monitoring billing activity and invoice posting for comparison to revenue projection estimates
Reviewing and approving Business Unit Commission Expense Accruals
Analysis of actual results against Projection & Budget
Presenting month end results to executive management
Develop and periodically review financial models used to forecast feasibility and profitability of division projects while partnering with executive management on monitoring the components of the financial model, working to fully understand West initiatives and providing financial leadership, direction and analysis as necessary
Maintain up-to-date knowledge and understanding of the company's capabilities to assist in developing financial models for division projects
Partner with peers and executive management team to ensure overall profitability of business unit, implementing strategy adjustments as necessary
Know and support all corporate and departmental policies and procedures
Minimum five years increasingly responsible accounting or financial analysis experience required
Experience in a multi-company/location environment preferred

183

Financial Analysis Resume Examples & Samples

Collaborate with team members on strategic accounts to define retention strategies with analytical support
Maintain client interaction on a proactive basis to identify opportunities for clients
Interpret data and financial models developing identities for variances and trends
Present findings to Sales/Account Management teams
Minimum of 3 years in an accounting/finance role
Bachelor's Degree in Accounting/Finance required, advanced degree is a plus
Strong written and verbal interpersonal skills and comfortability engaging with "C-Level" client contacts
Ability to travel to client locations (5-10%)

184

Firmwide Financial Analysis Resume Examples & Samples

Standardize the forecasting models, calculations and processes for different purpose across Line of Business for different components of financial statements especially balance sheet, and document them
Identify and address potential issues during the process and provide possible solution
Automate and streamline forecasting, reconciliation, consolidation, reporting and control procedures
Partner with internal and/or external Project Management Office resources and Technology to integrate the proposed enhancements with Firmwide Forecasting Framework (F3) and achieve continuous improvements
Software development skills is required, Python / C++ experience is preferred
Knowledge “big data” technologies (Hadoop, Hive, Spark) is a plus

185

Financial Analysis Senior Manager Resume Examples & Samples

Ensure that systems and processes in place to provide accurate, timely and meaningful insight as it relates to the financial & operations of the business at the product, portfolio, plant and total GE level
Ensure full adherence to all accounting and control standards, company policies and procedures and implement monitoring programs to ensure compliance such as balance sheet reviews, process deep-dives. Serve as lead divisional contact to external and internal auditors
Develop and maintain internal audit control systems. Proactively identify potential areas of financial exposure and risk. Be able to effectively monitor and mitigate complex foreign exchange exposures
Provide timely and accurate insight on TRW’s cost and efficiencies through reports, periodic projects, audits and special analyses. Ensure that adequate controls are in place to maximize return on assets

186

Financial Analysis & Controls Manager Resume Examples & Samples

Represent the Finance function on the new offer/product launch program team. Align Finance to the business roadmap, identify Finance requirements and represent Finance in cross-functional program management and governance discussions
Establish a Finance Readiness Framework to identify impacted finance processes and stakeholders with changes to offers, sales motions and platforms. Includes intake, risk/impact assessment, prioritization and approval components
Serve as the Finance point of contact for all offer/product launches and coordinate across Finance function-specific (Tax, Trade, Treasury, Accounting, FP&A, EGs, etc.) SMEs, process owners, readiness and project managers to assess impact, align project plans/timelines, monitor progress, track issues and communicate status
Collaborate with high-priority Finance project owners to identify dependencies, alignment opportunities, resource conflicts, etc. Design a governance process to resolve or escalate to Finance leadership
Develop process and rhythm to keep Finance stakeholders informed and engaged on product/offer launch topics. Includes sponsor updates, steering committee, working team meetings and communications
Partner with other members of the launch program team to implement proper controls upstream (and/or downstream) where Finance has dependencies on non-finance processes (offer/SKU set-up, customer master, telemetry/usage, etc.)
Lead and manage a team of Finance Readiness project managers
Minimum 10-12 years related work experience, including demonstrated success leading large and finance transformation complex projects
Minimum 10-12 years experience working in and across multiple finance functions (controllership, compliance, planning and reporting)
5+ years experience leading business readiness functions for finance transformation initiatives
Experience with integrating acquired companies or new business models into established corporate processes and systems (B2B and B2C)
Experience leading finance functions in Online commerce companies with enterprise subscription, consumption and advertising product models
Strong knowledge with accounting / reporting systems (experience with Microsoft financial systems and processes is a plus), internal controls and familiarity with regulatory requirements (e.g. GAAP)
Strong executive presence and communication skills, with ability to effectively communicate across all levels, including written communication and group presentations
Strong cross-group collaboration skills with the ability to collaborate and lead a geographically dispersed, virtual team of SMEs
Must have a great attitude, desire to make others successful, and commitment to our team’s success

187

Interim Head of Financial Analysis Resume Examples & Samples

Lead a team of financial analysts to ensure the scheduled and various ad-hoc analysis to meet business planning, reporting, financing, regulatory and benchmarking analysis is completed to a high standard, with appropriate controls and checks, whilst meeting challenging and often conflicting deadlines
Demonstrate a detailed understanding of the group’s corporate structure, financing agreements and financial instruments to inform business planning, dividend proposals, cash optimisation and ratio compliance
Manage the production of quarterly valuation to meet shareholder fund requirements ensuring the support valuation model and analysis is prepared in good time to meet scheduled workshops and submissions to external valuation auditors
Ensure the evaluation and analysis of the emerging business plan is robust to examine scenarios and sensitivities across the range of inputs. To ensure outputs, including valuation, ratio compliance are consistent and reasonable in light of historical and forecast trends anticipating known changes; with production of effective “bridge analysis” to illustrate key changes
Deliver an outstanding level of planning and analysis to all regulatory submissions containing forecast data
To build and maintain relationships with business performance managers to continually identify and determine the basis of related forecasts quantifying the benefits from various efficiency and process change initiatives into time specific changes to underlying assumptions
In relation to key financial measures and performance indicators, identify any particular challenges or trade-offs for the business to be fully considered in the plan evolution and approval process
Hold a minimum qualification at degree level or equivalent with further financial profession
Significant financial planning experience within a large organisation
Detailed knowledge of Ofgem or similar regulatory framework (desirable)
Extensive business planning and modelling experience essential, familiar with complex business planning models and an proven ability to assimilate a broad range of data
Demonstrates an ability to convert detailed spreadsheet analysis into clear decision support information in written reports, conveying key themes and making logical and well reasoned recommendations
Organisational skills with the ability to manage multiple projects / work streams
Self motivated, ability to work under pressure and deliver against challenging deadlines
First class team management skills, ability to adapt style and engage appropriately
Demonstrates a sense of ownership and commitment to deliver objectives despite barriers and challenges, making well reasoned judgements where necessary to progress

188

Financial Analysis Specialist Resume Examples & Samples

Identify, Extract, Analyze, and Validate large sets of data
Maintain and create reporting or analysis to help drive business decisions
Communicate results and recommendations to all levels and functional areas of the organization
3-7 years professional work experience in Healthcare, Financial Analysis, or analytical related work

189

Financial Analysis Senior Specialist Resume Examples & Samples

3+ years of financial or actuarial experience
Strong ability to work in open ended role; defining approaches for undefined initiatives; and identifying & filling gaps in resources, knowledge, or skills
Strong ability to communicate persuasively with wide variety of non-actuarial audiences
Strong leadership skills and ability to influence and steer a cross-functional group

190

Director Financial Analysis Resume Examples & Samples

Build agility and resilience within teams and broader Finance organization to drive transformation
Provide coaching and mentoring to assist individuals in achieving their full potential. Build bench strength and core competencies for the organization
Direct the team on accurate completion of all reporting, analysis, and manages the day to day activities of the team including the GAAP and statutory accounting, general ledger processes, and reporting for specified financial area
Review existing accounting, financial reporting and administrative processes and procedures in an effort to streamline activities to increase productivity
Research, recommend, and implement new technical solutions to functional area(s) of responsibility
Monitor industry trends and issues in support of business needs and assesses impacts

191

Dir, Financial Analysis Resume Examples & Samples

16+ years of overall experience with a Finance background
Knowledge of the business, its offerings, and the economic profile of its various business lines
Effective management of people, both direct-managed and leading cross-functional teams toward a common goal
Financial modeling and business case analysis experience required
Must have strong analytical and critical thinking skills
Experience in sophisticated financial analytics, including financial statement analysis, trend analysis, and variance analysis with speed and accuracy
Executive-level presentation experience required
Must be adaptable to a dynamic organization and changing priorities
Corporate reporting, investor relations, or corporate planning experience desired
Financial system design and implementation of new business processes

192

Senior Adv, Financial Analysis Resume Examples & Samples

Prepares and reviews a variety of complex financial data and assists in maintaining and updating company financial models and forecasts. Performs analysis to support the forecast process
Assists in communicating forecast procedures and parameters to functional controllers
Perform ad-hoc requests for analysis of financial data
Participates in forecast and planning cycles
Helps to resolve issues that arise between various groups
Bachelors of Finance degree or similar field, MBA a plus
Experience preparing financial data, company financial models and forecasts, tracking and reporting
7+ years of relevant experience with experience in a financial analyst role
Proficient in Excel, PowerPoint, and SAP / EPM
Excellent communication skills and presentation skills
Ability to manage forecasting
Ability to develop relationships and communicate cross functionally
Ability to lead projects as needed
Attention to accuracy and ability to multi task
Knowledge or experience working in a storage, cloud, backup and recovery Product Company
Dell/EMC product knowledge or prior working experience
Self-starter and ability to take ownership
Mentor others or lead projects to completion

193

Senior Manager of Financial Analysis Resume Examples & Samples

Marriott hotel DOF/Assistant Director of Finance experience strongly preferred
Eight + years experience in finance and accounting processes in a global organization
Experience in a management role; demonstrated success leading and developing a strong organization and workforce in a complex, service-intensive, deadline-driven environment
Experience leading and managing business initiatives and associated change
Experience in managing the accounting and developing processes for large scale projects
History of consistently delivering business results
Knowledge in GAAP, as well as Marriott specific accounting and finance processes and systems
Exhibits strong functional leadership and finance knowledge; able to leverage this strength to influence business team strategies and decisions
Able to translate business needs into operational financial management priorities
Able to evaluate business trends and modify approaches as necessary
Develops and maintains effective relationships with a broad group of stakeholders in order to foster trust and influence key decisions
Knowledge of generally accepted finance and accounting policies, principles and controls; as well as Marriott-specific accounting and finance processes and systems
In depth knowledge and understanding of MI management and franchisee contracts
Strong communication skills; creates an atmosphere in which timely information flows smoothly through the organization
Strong leader of people – ability to create a compelling vision, demonstrate flexibility in approach; and motivate others (who may, oftentimes, not be direct reports) to achieve desired results
Demonstrates understanding of multiple functions, brands and businesses in order to respond more quickly and resourcefully to new demands and challenges
Ability to integrate and balance priorities, work activities and resources for the benefit of multiple key stakeholders
Strong quantitative and qualitative analysis skills; ability to take large volumes of complex information and present it in a clear and concise manner to senior management, owners and franchisees; uses data and a cogent problem solving methodology in decision making and impact assessment
Strong business performance management abilities– effectively deploys and manages resources, monitoring the progress of work against schedules, budgets, quality standards, and achieving/exceeding planned economic benefits in a dynamic operating environment
Active learner -- able to enhance personal, professional and business growth through new knowledge and experiences; pushes the organization to learn from other industries’ standards and practices

194

Senior Director, Financial Analysis & Metrics Resume Examples & Samples

12+ years progressive experience with building and refining dashboards and benchmarking, metrics, at least four of which were in a leadership role. Experience in a non-profit setting preferred
Superior financial, analytical and project management skills
Experience of linking quantitative and qualitative data, analyzing data and preparing user-friendly and accurate reports
Experience with writing business plans as well as policies and procedures manuals
Experience in preparation and analysis of statements of financial position, activities, functional expenses and cash flow
Experience with cost analysis, benchmarking, metrics and dashboards
Previous participation in an organization’s strategic planning, annual operating planning and budgeting processes and sound understanding of how the three interrelate to one another
Strong interpersonal, leadership and influencing skills. Successful experience of building, developing and leading a team of professionals
Excellent written and oral communication skills, including dynamic presentation skills
Ability to handle multiple projects simultaneously and meet deadlines
Sounds understanding of management business plans
Ability and desire to quickly learn new software as needed
Valued team player, who thrives on collaborating on projects in a fast paced environment
Proficiency in Microsoft Access, Word, Excel, PowerPoint, Acrobat and Google Apps
Ability to travel occasionally, as needed

195

Financial Analysis Specialist Resume Examples & Samples

Bachelor’s degree in finance or related field strongly preferred
Five or more years combined accounting/financial analysis or related experience
Requires strong accounting financial reporting background

196

Cons, Financial Analysis Resume Examples & Samples

Bachelor’s degree in Finance or a related field
The ability to communicate business objectives and recognise financial and accounting implications of business plans and decisions
Strong analytical skills to deliver complex business cases and process improvements
Must have excellent analytical skills, and ability to interpret data into summaries and actions
Must have a good understanding of accounting, with ability to translate accounting entries to business drivers
Advanced Excel skills a must
Good presentation skills required, as role has regular presentations to senior management

197

Cb-financial Analysis Resume Examples & Samples

Key technical competencies
Relevant experience ranging between 3-6 years in the accounting/ finance domain
Experience for a large BFSI GIC or Captive will be considered favorably
Experience on Corporate Controllership, Business Finance and similar environment will be considered favorably
Proactive approach to identifying and solving problems
High on general knowledge and an interest in staying tuned with global events & developments
Ability to understand objectives/ motivations of senior stakeholders and prepare presentations for the appropriate audience
Curious, energetic and highly proactive in nature and always focusing on opportunity arising from situations
Ability to consider multiple dimensions of an issue

198

Cons, Financial Analysis Resume Examples & Samples

Help business to find the opportunities to save and efficiently use resources
Participate actively in forecasting discussions, offer guidance, drive process improvement
Perform monthly close analysis of actuals to forecast and outlook
Provide correct, up-to-date and timely financial data to business owners in user-friendly format
Interact within FP&A team also on other financial data
Support FP&A and the business in other finance requests

199

Coop-financial Analysis Resume Examples & Samples

Manage specific tasks such as purchase order management, vendor set up, budget tracking, shipment and inventory management, material procurement, and operational financial support
Monitor financial activities and proactively address issues and reconcile discrepancies
Coordinate and prepare regular updates to peers, management and senior management on the status of financial activities and tasks
Support the development of internal processes to increase communication efficiency, promote a healthy and productive environment, and support project management and engineering teams
Plan and coordinate special projects and department events as they arise
Strong organizational, analytical and problem solving skills
Strong verbal, presentation and written communication skills
Ability to work in teams and collaborate with others
Self-motivated, high energy and strong time management skills
Demonstrated leadership skills and team orientation
Ability to work effectively under pressure in a fast-paced environment
Ability to take lead and drive for results

200

Senior Adv, Financial Analysis Resume Examples & Samples

This position will support business partnership support to APJ SDS Delivery Operations team, Accounting, and Marketing to deliver GAAP financials analysis and set portfolio margin targets to ensure delivery cost meets business case expectations
The incumbent is expected to drive the analysis of portfolio financial actual performance to provide headlights on gaps and opportunities for APJ Delivery Leaders to improve portfolio financials for future initiatives. T
The candidate must have proven track record in effective collaboration and influencing through a matrixed environment and results oriented
The candidate should have a minimum undergraduate degree in finance/accounting/business management with relevant years of experience in managing a business segment or P&L or operations finance

201

Dir Financial Analysis Resume Examples & Samples

Bachelor’s Degree in a Finance or a related field
Process planning, design, metrics and management
Ability to deliver results per plan and manage variances
Ability to work effectively in a matrixed, complex environment and influence key stakeholders to obtain buy in and support
Excellent budgeting, planning and variance management skills
Excellent managerial finance and analytical skills
Excellent Excel skills with the ability to leverage excel as a tool to educate the SLT and drive decisions
Strong cross-team collaboration and influence skills

202

Financial Analysis & Accounting Intern Resume Examples & Samples

Working with the Corporate Financial Planning & Analysis Group to facilitate consolidated and business segment reporting and financial analysis
Help out where needed with corporate department analysis
Support development of monthly forecasts
Working with the M&A team to support diligence and monitor status (as needed)
Analyze competitor financial and operational information, financial statements and performance
Industry research including sourcing of industry data and reports as well as specific subject matters
Highly proficient in Microsoft Excel and have strong overall computer skills; e.g. PowerPoint, Word and other PC-based business systems
Able to interpret GAAP and read financial statements
Have the ability to work independently and proactive engage a broader team
Able to multi task and work under tight time frames
An excellent communicator, both written and oral communication
Analytical with strong problem solving and critical thinking skills
Hands-on with a can-do attitude

203

Financial Analysis Specialist Resume Examples & Samples

College degree in finance or IT related field strongly preferred
3-5 years of experience in roles supporting financial reporting or financial systems
Familiarity with Oracle/Hyperion products
Experience in managing, developing or executing ad hoc queries and extracts
Familiarity with SAS Programming language or similar
Advanced knowledge of personal computer financial software applications, including Excel

204

Associate, Financial Analysis Resume Examples & Samples

Perform large dataset quality check, cleaning and analytics and building regression models utilizing SAS or R programming
Understanding of quantitative models, cash flow calculation, simulation methodology
Working level knowledge of accrual based and cash flow based accounting and build cash flow based models for consumer lending related products in VBA; and
CCAR and DFAST model validation and stress testing field for leading bank holding companies

205

Dir, Financial Analysis Resume Examples & Samples

Lead, motivate and direct a team to implement best practices and solutions
Ability to manage and coordinate multiple projects simultaneously
Possess functional business knowledge and understanding of Sales Compensation
Strong operational experience
Ability to create effective cross-functional partnerships and communicate with different levels of the organization
Proven track record in developing talent

206

Senior Manager of Financial Analysis Brawny® Resume Examples & Samples

Bachelor’s degree or higher in Business, Finance, Accounting or Economics
5 years of analysis or reporting experience
Experience with Microsoft Office Suite; including Excel, Power Point, Access and Word
Experience within a manufacturing environment
Consumer Products experience

207

Intern, Financial Analysis Resume Examples & Samples

Support to the preparation of annual business and capital plans
Support strategic and operational synergies within Hertz
Identify opportunities to further enhance RAC business analysis
Two to five years of experience in financial planning and analysis or accounting preferred. Experience in US GAAP accounting
Monthly financial analysis and reporting
Extremely strong Excel and Powerpoint skills
Working knowledge/experience with Oracle BI, Hyperion Planning / HFM highly desirable
Ability to effectively coordinate with team members

208

Adv, Financial Analysis Resume Examples & Samples

He incumbent will design financial tools, processes, and controls to effectively manage the portfolio financials and have strong business partnership and communication skills to influence business partners for effective build of business case
This APJ Controller role at Dell will own GAAP Deployment PnL including forecasting, planning (outlook) and close as well as any value added analytics necessary in order to drive this fast growing business
The Senior Advisor will work in a highly-matrixed environment whose key stakeholders include the APJ Delivery Services leaders and Accounting, cross-functional operational, and Finance teams
The candidate must possess strong communication skills for effective business partnership, highly analytical, drive for results and project management

209

Cons, Financial Analysis Resume Examples & Samples

Responsible for financial review, appraisal and controls for specified areas ensuring effective controls and audit capabilities exist and that business units are operating in compliance with generally accepted accounting principles (GAAP), IFRS legal requirements, tax requirements, SEC requirements and established company SOP's
Prepare periodic reports outlining the organization's financial position; provide proactive recommendations and actions necessary to achieve strong financial performance. Provides financial analysis and recommendations based on cost data, trends analysis and organizational long-range planning strategies
Lead process improvement initiatives: develop financial processes, tools and controls to support business requirements; identify business improvement initiatives and propose recommendations to management; lead cross-functional teams on business improvement initiatives

210

Senior Adv, Financial Analysis Resume Examples & Samples

Participate actively in weekly Outlook discussion, provide financial data, interlock with BU sales management for sensitivity input, identify opportunities and process improvement
Monitor accounting close of the business, helping to ensure the overall accuracy of the results
Maintain, improve and build efficiency models, reports and analytics to support the various stakeholders, drive efficiency, and identify threats and opportunities
Provide accurate, up-to-date and timely financial data to business owners in user-friendly format
Coordinate quarterly business reviews (Ops review, SOR, Kick off etc)
Able to deal with ambiguity
Possess good knowledge of MS Office Programs (especially Excel), and the ability to learn new software tools quickly. Experience with Hyperion and databases a plus

211

Financial Analysis Senior Specialist Resume Examples & Samples

Develops and maintains MS access based workflow databases to support business user
Develops new and maintains ongoing management and operational reporting
Performs data analysis, data mining, data quality review, impact analysis, cost benefit
Participates in all functional and technical design reviews with Internal Ops Mgrs, IT, external vendors and additional business partners
Develops systems testing scripts and supports all phase of testing to include unit, user acceptance and end to end testing
Develops new and/or modifies technical reference reporting documentation and associated training documents
Communicate status to leadership
Previous background in business process analysis and change management
Strong computer skills including, but not limited to mastery of the following

212

Financial Analysis Analyst, TW B P Nsee Resume Examples & Samples

Calculate rebate provision for month end and partner with shared services to ensure that they are posted correctly in the financial accounts
Prepare reconciliations on a monthly basis to support the customer rebate provision on the balance sheet
Partner with Sales Admin and Channel Management team to support the rebate payment process ensuring payments are accurate and are aligned with the rebate calculation
Maintain an overview of customer rebate agreements to ensure we have good visibility and understanding of all rebate agreements
Partner with the Channel Management Team for the development of new customer rebate agreements
Prepare rebate reporting for Channel Management team
Conduct pricing analysis and modeling as required
Conduct adhoc analysis and support special projects as needed
Bachelor’s degree in Finance and Accounting required
3+ years of work experience in finance or related fields
Highly motivated individual with strong business interest and desire to act as a business partner
Quick learner and adapter
Proficiency with financial reporting systems, e.g. SAP, BW, HFM, etc
Strong in Microsoft Excel skills, Microsoft Access skills preferred

213

Senior Adv, Financial Analysis Resume Examples & Samples

Professional Finance/Accounting designation
Minimum 10 years’ experience in finance. Managerial and planning experience will be assets
Good team player and be able to deal with pressure, meet tight deadline and work in an extremely fast-paced environment
Advanced PC skills (Excel and PowerPoint a must; Access and Hyperion preferred)

214

Accounting / Financial Analysis Director Resume Examples & Samples

MBA/CPA preferred
Have the ability to work with matrix partners of all levels
Position location – Piscataway NJ

215

Senior Director, Financial Analysis Resume Examples & Samples

Provide strategic leadership of short- and long-term goals through the use of thoughtful techniques in the communication of the company’s mission and core values as a means to implement positive change and/or create organizational structure within the assigned business unit(s)
Lead operational efforts through subordinates to complete the administration of business processes and services to ensure the operations effective achievement of goals within the assigned business unit(s)
Direct and control the broad activities of the business unit(s) through the interpretation, application and implementation of company-wide policies and processes appropriate to the functional area(s)
Ensure that budgets and schedules are within company requirements with significant organizational responsibility for the overall control of planning, staffing, budgeting, expense priority management, and recommendation and implementation changes of current methods
Facilitate the coordination and production of financial analysis and reporting processes on a routine basis; presenting data for management review and contributing to the decision making process
Develop and implement operational, trend and outlier analyses; providing recommendations for process improvements and changes in alignment with company goals and objectives
Act as a subject matter expert (SME) by maintaining current knowledge of accounting and/or regulatory updates as they affect the assigned business unit(s)
Participate in cross-divisional team meetings on a routine basis; utilizing in-depth knowledge to promote and influence continuous improvement efforts
Provide leadership, guidance and coaching for all direct reports to maintain an engaged and productive workforce; partnering with Human Resources on employee matters
Collaborate with employees in the establishment of clear and concise development plans to ensure succession planning and the advancement of future leaders within the organization
Provide technical guidance
10+ years’ related experience
5+ years’ experience as a Manager; or 5+ years’ experience in a senior managerial role
Strong computer skills with advanced proficiency in word processing, spreadsheet, database, presentation and email applications
Proficiency with enterprise resource planning (ERP) systems preferred (e.g., SAP, etc.)
Great time management skills with the ability to multitask concurrent priorities in an organized manner
Strong management skills with the ability to lead cohesive and productive teams
Strong interpersonal skills with the ability to communicate with all levels of management through diplomacy and tact

216

Coordinator, IT Financial Analysis Resume Examples & Samples

Manage the day-to-day Accounts Payable function and ensuring timely payment, including invoices related to technology projects and ongoing services (5%)
Liaise and collaborate with the Accounting and Technology teams to properly code invoices and implement new Finance requirements (10%)
Review and process invoices, ensuring appropriate documentation is included and that alignment and approval is made between all stakeholders before submission (20%)
Create, maintain, and update vendor profiles, contracts and documentation; ensure appropriate audit trail documentation (5%)
Pro-actively respond to inquiries from vendors to resolve billing discrepancies and reconcile accounts (10%)
Manage the Techbilling mailbox including saving electronic copies of all invoices received and communicating with other department’s Budget Trackers to resolve payment inquiries (10%)
Oversee the IT Financial Analysis Service Now ticketing queue to ensure that all tickets are resolved in a timely manner (10%)
Prepare and process purchase orders by ensuring proper allocation, multi-level approvals and all compliance and documentation with Finance policies and procedures. (20%)
Prepare monthly prepaid and accrual schedules for review (5%)
Serve as the primary back-up for the Director, IT Financial Analysis on all matters when needed, and performing ad-hoc reporting for the department (5%)
At least 1+ years of financial/operations analysis experience is ideal, with strong experience in the Accounts Payable function
Financial acumen focused on operations analysis results and excellent analytical instincts are critical
Analytically orientated with good understanding of statistical forecast models
Ability to manage multiple tasks simultaneously; ability to prioritize time-sensitive projects and requests
Can demonstrate a record of creating and managing detailed organizational systems, coordinating projects across a diverse group of stakeholders, and adapting communication styles and content depending on the audience
Basic Excel and PowerPoint skills are required
Must have a strong orientation toward customer-service based leadership
Identify and develop new efficiencies to better support IT sub-teams
Operates effectively, efficiently and with a sense of possibility in a fast-paced, deadline-driven environment
Positive attitude, desire to be a part of a diverse team, and commitment to Teach for America’s mission
Must be detail-oriented, extremely organized, and will have exceptional writing and verbal communication skills

217

Manager of Financial Analysis Resume Examples & Samples

Lead a team of two to four financial analysts (coaching, mentoring, etc.)
Ensure accuracy of financial information
Identify opportunities for increased profitability, improved processes, etc. and make recommendations to the senior executive team
Provide financial information to assist in the decision making process for various departments and the organization as a whole
Bachelor's degree in Accounting, CPA required
Minimum six years professional accounting experience - Some experience within public accounting (large firms preferred)
Minimum of two years of leadership / management exp required

218

CIB F&bm-ibc-financial Analysis Resume Examples & Samples

Partnering across the Finance & Business Management organization to drive results
Driving strategic and analytical support for internal reviews and presentations across the Banking business as well as providing occasional support on external requests from regulators
Preparation of the monthly, quarterly, year-end and ad-hoc financial results for internal purpose including forecasting of revenue, expenses and headcount
Providing market focused commentary and analysis to add context to the business results
Supporting the annual planning process and coordinating the line of business and legal entity plans
Work towards having a sound knowledge of the different aspects of the business both from a P&L and Balance Sheet perspective
Facilitate and support in the consolidation of the annual planning process across the businesses for revenues, expenses, headcount and balance sheet, both in terms of preparation of templates and data integrity
Own the revenue forecasting process to enable the provision of updates to Management on the business performance and market outlook
Proactively engage with Business Management and the Global P&A teams to drive consistency in reporting, whilst identifying opportunities to better satisfy the reporting needs of the business
Leverage and analyse large amounts of data to provide suggestions and solutions to improve business performance and solve business problems
Prepares presentation materials that clearly articulate findings and present to regional management
Involvement in legal entity strategy and any associated restructuring initiatives
Support on external requests from the regulators and co-ordinate with Product Controllers and Business Management on any requests
Ability to adjust communication technique/style to maximize effectiveness based on the audience
Strong relationship and stakeholder management skills
Strong quantitative and analytical capacity with excellent attention to detail
Ability to take a holistic view and be detail orientated where appropriate
Comfort working with challenging deadlines and senior stakeholders
Readily identifies continuous improvement and change opportunities
A broad understanding of the Banking business and its products
Broad commercial awareness of the Banking Industry and J.P. Morgan’s business
Experience working in a large complex multi-national Financial Services organisation
A strong understanding of management accounting principles and the ability to interpret the full P&L, including Revenues, Expense, Capital and ROE, in order to assess business performance
Proven ability to be proactive and independently manage responsibilities
Proven ability to perform analysis on different data sets, draw conclusions, highlight key issues and communicate findings
Expertise in Microsoft Office applications – Excel, Outlook, Word and PowerPoint
Degree qualification and or accounting qualification preferred but not essential

219

Financial Analysis Internship Resume Examples & Samples

Prepare pricing promotions and set up in SAP
Assist in Brand Actual vs forecast analysis and reports preparation
Create Excel templates to automate manual tasks

220

Financial Analysis Specialist Resume Examples & Samples

Master Business Administration (MBA) or MS in Accounting
Advanced Knowledge of Microsoft Excel; experienced with Microsoft Access
Knowledge of Black & Veatch Systems (Hyperion, Oracle, etc.)
Knowledge of percent complete accounting
Written Communications and Presentation Skills
Dealing with Ambiguity and Complexity
Comfortable working with Senior Management

221

Cib-f&bm-financial Analysis Resume Examples & Samples

Responsible for the team providing the regional CFO and senior management financial information and metrics of the EMEA region in addition to Business Management support for the EMEA Chief Executive Officer
Acting as trusted advisor to the regional CFO for any management information and commentary used in UK governance forums and provided to regulators
Ownership of EMEA country reporting including country dashboards, country P&L, client reporting, expense and headcount reporting used across the region by senior business managers and country officers
Drive internal business reviews and presentations; lead projects in relation to cross LOB financial information
Partnering with multiple teams across finance, businesses and control functions to provide support for any ad hoc analysis and enhancements of existing reporting
Qualified accountant with extensive post qualification experience
Strong presentation skills, excellent attention to detail
Strong communication, influencing and relationship building skills, ability to partner effectively
Pro-active and problem solving mindset with ability to identify, clearly present and implement solutions
Strong organisational and time management skills; flexibility, ability to prioritise requests and multi-task
‘Big picture understanding’ of the firm’s activities globally and in EMEA

222

Financial Analysis Resume Examples & Samples

Program expert for project teams you support
Attend and prepare for staff meetings and financial reviews
Assist and validate ROI components (i.e. NPV, PB, Revenue, Expenses etc.) and ensure validation/synching of information to all reports
Leads the budgeting and forecasting processes and partners with COE to review, monitor and report spending for financial forecasts
Partner with project teams to provide business context to financial reports
Reinforces compliance and controls in all responsibilities
Ad hoc reporting, analysis and special projects as requested by business partners and/or finance manager
Proven competencies in communications, presentations, financial analysis and related decision-making, problem solving, etc
Deep knowledge of financial analysis, with a preference for knowledge relative to the business segment supported
Demonstrated PC skills, knowledge of software packages, and financial modeling expertise using Excel
Solid influencing skills
Strong desire to learn and grow your career with the organization

223

Senior Adv, Financial Analysis Resume Examples & Samples

Developing business cases and financial forecasts for new product introductions
Partnering with the business to manage product margin
Driving cost reduction initiatives
Analyzing sales metrics and customer trends
Providing competitive analyses
Driving process efficiency and control improvements
Translating the product roadmap into a portfolio P&L and delivering financial scenarios for product roadmap scenario
Communicating cost and cost forecasts and delivering financial reporting for the client portfolio
Coordinating group-level processes, executive presentations, and cross-functional worldwide visibility with Marketing,
Manufacturing, Services, Engineering, Sales, Procurement, Operations, and Quality
Strong presentation, drive for results, global skills, critical thinking, influencing others, communication, command, and teamwork skills are a must
The ability to perform ad-hoc business case analysis and the ability to rise above the detail to understand the overall business environment is key
The ability to distill analytical results into clear and concise presentation material is also required
The position's responsibilities require a clear understanding of the P&L, the use of analytical modeling, and business problem solving
Candidate must be relied upon to handle multiple projects and meet deadlines and should be able to effectively and professionally interact with peers and all levels of management
Prefer a Masters Degree in Finance or Accounting with 6+ years of professional experience. Strong Excel and Power Point skills are required
Familiarity with EBI and Tableu is a plus

224

Director Financial Analysis Resume Examples & Samples

 Responsible for regional financial and operational planning, budgeting, forecasting and analysis
 Develop and maintain a set of regional financials that drive accountability for the regional leaders reporting to the SVP
 Oversee monthly projections against forecast, plan and prior periods for management reporting for the region
 Establish operating forecasts and plans, including appropriate contingency planning
 Accountable for driving effective adoption of the commercial deal review process in region
A "business-minded" finance executive who has ability to go beyond the numbers in analyzing business matters
 This person must have outstanding analytical skills and a high degree of intellectual curiosity
 The ability to provide thought leadership and engage with other senior leaders in addressing complex business issues
 Experience in an environment highly recognized for driving continuous improvement and operational excellence
 A demonstrated track record of building world-class teams
 A good listener with outstanding interpersonal qualities and a natural, effective consultative style
 An energetic, resourceful and hands-on individual with a strong bias for action; must be willing to "roll up the sleeves"
 A combination of analytic rigor, conceptual ability, creativity, mental flexibility and judgment
 An individual with strong leadership presence, and great communication skills with the ability to present their views in a clear and compelling manner
 A highly motivated team player that contributes to an atmosphere where people collaborate to produce outstanding results
 Unquestionable integrity, credibility and character who has demonstrated high moral and ethical behavior
 Results-oriented to ensure deliverables are submitted in an accurate, complete, and timely fashion
 5+ years of FP&A Leadership at regional headquarters of a global company, ideally with direct reporting to global leadership based outside of Singapore
 Technology or software sector experience (preferred)
 Bachelor’s degree in Economics, Accounting, Finance or Business Administration (MBA preferred)
 A CPA (or equivalent) designation is not required, but will be considered a plus

225

Financial Analysis Lead Resume Examples & Samples

Create new reporting or analysis to help drive business decisions
Position may manage one direct report
Bachelor's degree in Actuarial Science, Finance, Mathematics, Computer Science, Business/Health Care Administration, Accounting, or other related field or commensurate experience. Any combination of work experience and/or training that demonstrates the ability to perform the required duties and responsibilities of the position
4-7 years professional work experience in Healthcare, Financial Analysis, or analytical related work (preferably 2 years within health insurance)
Technical knowledge of relational database concepts, querying, data warehouses and decision support tools, including but not limited to: SQL, Excel
People management and/or strong leadership skills strongly preferred

226

Adv, Financial Analysis Resume Examples & Samples

Lead Annual Plan and Semi-annual Forecast on Greater China ISG, interlocks with APJ ISG finance and APJ ISG business leaders
Lead variance analysis on all LOBs with understanding of key operational drivers and provide analytics to the Region and countries
Finance qualification is desirable with strong knowledge of financial analysis methods
Strong drive for results with ability to work under own initiative and with minimum guidance
Good interpersonal and communication skills with strong leadership capability, demonstrate success working across functionally and have the ability to work in a complex global environment
Analytical and detailed oriented, has thorough ability to rapidly assimilate diverse data and make decisions, deliver quality results to deadlines
Must demonstrate customer focus

227

Cons, Financial Analysis Resume Examples & Samples

Interfacing with the product division General Manager on all aspects of the product P&L including pricing, discounting, sales compensation, product costing, and other business opportunities
Developing financial plans for the annual operating plan (AOP) including OPEX projections as well as revenue and margin forecasting for the key lines of business
Performing business case analysis of new product or investment opportunities
Extensive OPEX planning and tracking including monitoring and controlling extensive Vendor Funded Headcount and MDF programs and their related reimbursement
Own allocation of the EI GAAP P&L to Storage, Server and Networking including maintaining and adjusting the allocation methodology, providing monthly allocation percentage to corporate accounting, and investigation of variances and performance to ISG product controllers
Weekly results reporting with extensive engagement and investigation with GM and team on order attribution issues

228

Financial Analysis Senior Manager Resume Examples & Samples

Excellent finance acumen
Prior management experience desirable
Strong history of complex analytical strategy building
Ability to coordinate multiple teams to achieve business goals
Excellent communication skills across all levels in the organization and across multiple functional teams
Strong interpersonal skills to be able to collaborate with various support teams
Sound understanding of critical drivers and associated priorities
Ability to handle risk, uncertainty, and changing direction
Ability to multi-task to manage both tactical and strategic work streams relating to area of responsibility

229

Senior Adv, Financial Analysis Resume Examples & Samples

Manage account profitability by providing recommended pricing guidelines and floor prices, reflecting market trends
Manage pricing proposals for Bids/ Tenders, including preparation of P&Ls and business case, offering recommendations to GC/APJ Senior Management for their approval
Review and respond to all contractual pricing terms & conditions for RFT responses, including identifying and mitigating all business risks i.e. price validity clauses, exchange rate impact
Ensure appropriate business approvals are obtained as per GC/APJ Commercial Pricing Processes
Liaise with Brand teams on a regular basis to keep up to date on new product releases, component cost movements, promotions, competitive info and product strategies
Build partnerships with Sales, Sales Manager’s and Regional Sales Director’s
Coaching / mentoring of other pricing team members

230

Cb-financial Analysis Resume Examples & Samples

Experiencing handling core components of the Controllership process as it relates to T&E
Cumulative experience ranging between 0-4 years in the T&E/ Finance domain
Experience doing MIS/ Dashboard reporting and presentations (especially involving T&E) a big advantage
Experience providing support and maintenance, conducting audits of T&E reports for compliance as well as coordination of Company-card audits, and providing monthly reports to Business Unit Analysts and ad-hoc reports as required
Process of new expense tickets; issuing and cancellations; and resolving issues related to spend limits, declines, and fraud activity in accordance with company requirements
Charting out clear delivery plans and follow through with robust execution and project/ program planning
Robust Quality Control process and standards
Key technical competency
Graduation with prior experience in expense reporting/ financial analysis/ controllership roles
Experience working in BFSI for a GIC or Captive will be considered favorably
Experience working on Corporate reporting and similar environment will be considered favorably
Ability to understand objectives/ motivations of very senior constituents and prepare presentations for the appropriate audience

231

Cb-financial Analysis Resume Examples & Samples

Prepare monthly Executive Management Reporting by producing supporting schedules, reviewing the accuracy of information, performing variance analyses for certain key schedules, and providing presentation to PR&A team on a timely basis for additional review
Run Income Statements and Treasury Service profitability schedules for CCBSI and its markets
Prepare various month-end financial schedules, including Investment Banking top deals, CCBSI results by markets, loan fee trend, top loan and C&C clients, and many more
Partner with market CFOs to prepare annual business review financial statements by markets
Coordinate with finance team for quarterly compass reporting submission
Assist with flash report preparation and research key items
Assist with various ad hoc projects as needed
CA / CMA/ CPA/ CIMA / CFA / MBA (reputed college)
Experience for a large BFSI GIC or Captive will be considered favourably
Strong analytical and research skills with a track record of execution against deliverables
Creative self-starter with strong initiative and ability to take ownership and work independently as well as contribute to the broader team
A keen business acumen and an ability to tell a compelling story from the data
Strong work ethic, professional maturity, personal integrity
Proficiency in Microsoft Excel and Power Point

232

Cb-financial Analysis Resume Examples & Samples

Educational Qualifications
Experience working in BFSI for a GIC or Captive will be considered favourably
Experience working on Corporate reporting and similar environment will be considered favourably

233

Financial Analysis Specialist Resume Examples & Samples

Bachelor's degree in finance or accounting and 2-4 years of financial analysis or related experience. MBA preferred but not required
Proficient with Microsoft Office Suite (Excel, Access, Outlook, PowerPoint, Visio)
Knowledge of CARBS is a plus
Ability to simultaneously grasp and present complex financial/accounting/risk assessment/forecasting concepts with appropriate attention to detail
Drive for results, comfortable and effective in dealing with ambiguity, succeeds in resolving conflict, and adjusts to team and organizational chemistry. Able to get things done in an environment where most partners are remote/virtual
Solid communication skills, both written and verbal, to effectively work with and influence various internal partners at different levels
Flexibility in periodic overtime
Experience in a Billing/Receivables operation preferred (i.e., understand the end-to-end billing cycle from invoice generation through collection and reconciliation of paid versus invoiced)
May need knowledge of multiple systems. General knowledge of insurance products, procedures, and systems for specific functional area. May support multiple products and/or accounts

234

Financial Analysis Specialist Resume Examples & Samples

Responsible for analysis and interpretation of financial information. Utilizing independent judgment and discretion, identifies trends, variances, and key issues and provides recommendations for adjustment
Responsible for conducting moderate to complex financial analysis projects and/or reporting. Prepares financial reports and recommends improvements in financial reporting systems
May conduct audits to ensure financial controls are maintained. May design, enhance and maintain system applications for processing and reporting financial information

235

Cons, Financial Analysis Resume Examples & Samples

Manage the deal review process for revenue and bookings requirements
Publish executive reports & dashboards including pipeline, bookings, revenue, and cash collections
Lead worldwide forecasting and reporting process across various Diamond Accounts
Interact with the team of accounting professionals with emphasis on career development, functional execution, and continuous improvement
4+ years of experience revenue or operational projects
SFDC experience

236

Senior Adv, Financial Analysis Resume Examples & Samples

Follow all accounting policies, control procedures, and initiatives
Strong organizational skills and proven ability to work independently
SAP expertise a plus

237

Senior Director, Financial Analysis Resume Examples & Samples

Monitors expenditures and resources to ensure spending is within allotments, or makes appropriate modifications as approved
Maintains a cost effective balance of controls and risk-taking to ensure effective and efficient operation within a budget
Partners with CSD President to form and drive strategic initiatives to enhance long-term organizational growth
Ensures successful completion of internal audits and adherence to controls
Participates in the development of operational pricing strategies
Oversees credit, collections and billing functions for CSD operations
Works
Bachelor’s degree with emphasis in Accounting or Finance
MBA with concentration in finance or comparable work experience (Preferred)
CPA (Preferred)
15 years experience in corporate finance and/or strategic planning
Strong leadership and executive level presentation skills
Comprehensive knowledge of financial theory and ability to apply to financial models
Ability to work collaboratively with other departments to resolve complex issues using innovative solutions and approaches
Ability to communicate effectively both verbally and written
Experience in coaching, training and directing a staff, including indirect reports and cross-functional partners
Position based in Lake Mary, Florida (Preferred)
LI-AC1 The Finance Department's primary responsibilities include financial reporting & analysis, corporate taxes, accounts payable, billing and collections, financial planning and monitoring, underwriting, cash management, risk management, SEC reporting, Sarbanes-Oxley compliance, mergers and acquisitions activity, internal audit, client audit, pharmacy audit and investor relations

238

Financial Analysis Mgt Resume Examples & Samples

Knowledge of Microsoft Office Suite, advanced Excel and PowerPoint skills
Advanced knowledge of budget management, financial analysis and financial modeling; working knowledge of accounting principles
Demonstrated experience with financial systems and data query tools

239

Cons, Financial Analysis Resume Examples & Samples

Lead the financial planning process for all Global Services business lines
Develop financial processes, tools and controls to support business requirements
Lead worldwide financial consolidation and reporting process across Global Services
Help develop and execute on strategic initiatives

240

Senior Adv, Financial Analysis Resume Examples & Samples

Work with the business partners on day to day operations as well as the strategic roadmap around key business metrics
Process standardization & controls
Review business needs & identify improvement opportunities
Work with various subject matter experts (SMEs) on complex GFS operations issues like dispute management etc which can have an AR impact
Proactively help the operations team achieve their financial targets by identifying and driving programs through engagement with the business
Help contribute to a strong controls environment in the organization, and identify and mitigate risks
Cost Reduction Program Support by driving the operations team to continually identify efficiencies & cost reduction opportunities
Work closely with Operations to resolve business and customer issues
Ad Hoc projects

241

Financial Analysis Leads IN Resume Examples & Samples

Annual Operating Plan (AOP), budget processes, capital forecasts, and reporting
Oracle Inventory, General Ledger, Oracle ERP R12, and Hyperion Enterprise/Retrieve, Hyperion HFM, BI Analytics
Financial analysis design, plans of action for investment, and reporting
Actuals and Forecasting Models and Process
Six Sigma Improvement tools including DMAIC and DFSS
Net Present Value (NPV) and Internal Rate of Return (IRR) to model financial impact
Positions require a Master’s degree in Finance, Accounting or related field and 2 years of experience as a Financial or Business Analyst or related position
Alternatively, the employer will accept a Bachelor’s degree in Finance, Accounting or related field and 5 years of experience as a Financial or Business Analyst or related position

242

Manager of Financial Analysis Resume Examples & Samples

Influence the performance of the business segment
Root cause analysis using data to uncover inefficiencies and recommend cost improvement or revenue generating ideas
Teams with Operations to provide regular suite of reporting and analysis to management
Evaluate financial implications of specific business decisions / opportunities and advises business unit management accordingly to ensure targeted financial performance achievement
Work with data source providers to ensure accuracy and timeliness of data
Expertise in collecting and analyzing quantitative data and creating meaningful reports
Planning, Budgeting, Forecasting, and Reporting
Leads the financial & capital planning and forecasting processes for the operating unit
Provides in-depth analysis to Operations and Director of Business Analysis on variances to plan and forecast, with a focus toward gap closure
Apply internal perspective and maintain knowledge of the units’ competitive environment, market conditions, customers, suppliers, and profit drivers
Lead monthly plant Cost Meetings with Operations and business unit management
Lead an effective financial controls environment
Works closely with cross functional teams to maintain an effective internal control environment
Maintain a clear tone regarding business conduct, ethics, the law and financial controls
Ensure assets are safe-guarded in order to maximize financial performance
Maintain independence in the view and assessment of the business control environment
Proven ability to influence Operations to drive business success
Ability to navigate in a matrixed-organization
Deep curiosity of profit drivers and ability to use financial systems to mine data to conduct financial analysis
Strong financial background including experience with planning, forecasting and integrated financial analysis
3-10 years of experience in manufacturing or other similar businesses
Business degree or relevant financial experience in business operations
MBA, CPA or CMA preferred
SAP experience strongly-preferred

243

Financial Analysis Team Leader Resume Examples & Samples

Leading a small team of financial analysts responsible for monitoring and assessing the financial performance of institutions in the RCFI portfolio
Leading a team of professionals in the development of the financial condition assessments of a cross portfolio of firms during the supervisory process
Assigning supervisory ratings to the Capital, Earnings, Liquidity and Sensitivity to Market Risk (CELS) components as required during examinations and continuous monitoring
Integrating information from Risk Specialists, Supervisory Managers, and other specialists (e.g., Financial Sector Analysis) about firms’ risk management framework, drivers of revenues/earnings and the sensitivity of earnings to changes in the macroeconomic and competitive environments
Overseeing, leading and participating in annual DFAST examination process
Driving analytical efforts to review BHC capital action requests to ensure compliance with capital and dividend guidance and regulations
Demonstrating the ability to bridge many disciplines, work across the Bank with staff in Markets, Discount Window, and Research and deliver important and highly sensitive messages to both a firm and other agencies involved in its oversight
Evaluating, in collaboration with Supervisory Managers and Risk Specialists, strategic and tactical decisions by the firm
Monitoring market developments (e.g., Puerto Rico Financial Crisis) and emerging trends by tracking relevant external sources (media, analyst reports, etc.)
Leading and/or assisting in the preparation of various internal supervisory analyses and supervisory communications to the firm
Assisting in the identification of thematic and/or systemic financial risk topics across firms and, as appropriate, develop topics for inclusion in function deliverables
Participating in firm meetings and present supervisory observations and conclusions to management at FRBNY, the Board of Governors and the supervised institution at various organizational levels, including top executives and committees
Managing, leading the design and ensuring the continued development of analytical tools to aid in the successful execution of ongoing monitoring of financial trends and related metrics

244

Financial Analysis Resume Examples & Samples

Support as a member of the financial management team in determination of strategic direction; investment opportunity identification and selection; monitoring and implementing corrective actions if needed to ensure financial and operational objectives are being achieved
Understands and facilitates the integration of business processes, people, and relevant technology, in order to identify, configure, and communicate useful information, and to provide practical business counsel to support project teams across the business unit and supporting shared services
Conduct reviews of business processes to identify and improve non-value added practices
Provide management reports to multiple internal customers to help them better manage their areas of responsibility
Support development and distribution of all consolidated month-end P&L reporting
Provide business/financial analysis and decision support that allows management to evaluate alternatives, make fact-based decisions, and evaluate the consequences of decisions
Develop and prepare month-end performance dashboard and present results to cross functional executive management team
Perform month-end billing & expense analysis in support of senior management, including variance analysis to forecast and budget
Assist operating facilities in translating financial results into actionable plans
Assist in development of annual operating plan and long-term forecasts
Demonstrated ability to evaluate business processes in a broad context
Possess a consultative mindset that promotes improvements in operating effectiveness, efficiency and net income
Strong oral and written communication skills. Demonstrated ability to communicate with all levels of staff and management to direct activities and obtain management's agreement when corrective action is required
Self-starter who can manage projects so that areas of greatest risk are reviewed and issues are covered with management
Change agent focus
Ability to get results and can proactively and autonomously drive initiatives and projects from start to finish
Team player that thrives in both leadership and individual contributor assignments with ability to be an influential member of senior management team responsible for setting business strategies
Strong problem solving skills and ability to drive issues to resolution
PC literate with a proficiency in excel
Minimum one to two years of experience in accounting or financial planning and analysis within a progressive company or public accounting environment preferred
B.S. degree in Accounting/Finance or related major
MBA or CMA, CPA/working on CPA exam preferred
cb

245

Financial Analysis Specialist Resume Examples & Samples

Maintain and improve the accuracy of the Value Enhancement projections provided to Senior Management and Finance for forecasting
Manage annual Budget and Strategic Planning process for the Home Delivery channel
Support Strategic Drug Sourcing in securing new contracts and improved purchase discounts
Collaborate with Finance and Accounting teams to provide and validate purchase discount accruals
Manage quarterly Senior Management reporting documents insuring accuracy, completeness and timeliness
Provide forecasted paid discount rates and assumptions to UW
Provide actual effective discounts to support client guarantee reconciliation
Intermediate SQL querying capability
LI-AL1

246

Director of Financial Analysis Resume Examples & Samples

Develop, implement and maintain an effective planning and analysis capability that will provide senior leadership with appropriate analytical tools to establish goals and measure performance of the company
Prepares financial and business related analysis and research in such areas as financial and expense performance, rate of return, working capital, pricing and investments
Prepares consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures and other related areas
Assists with special financial and business related studies and coordinates with other departments in preparing analyses
Oversee and manage the continued development of budgeting, financial forecasting, operating plan and modeling tools
Support the strategic business planning process
Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs and new projects
Developing & executing sales and pricing strategies
Analyzing sales volume, revenue and margins by channel, customer and product category, identifying opportunities for improvement

247

Financial Analysis & Controllership Analyst Resume Examples & Samples

Provide tracking and analysis of the P&L and Balance Sheet, tracking its performance compared to the Annual Operating Plan, and monitoring the Risk and Opportunities for its achievement
Reporting execution over COGS vs LY vs AOP and Outlook analyzing by Pricing increasing, Mix and Volume Increasing
Degree on Business Administration, Industrial Engineering, Economics or Finance Related
Proficiency in English and effective communication in Spanish
Analytical skills and problem solving oriented
Ability to work independently and also Team player
Customer service oriented and good on relationship building

248

Financial Analysis Specialist Resume Examples & Samples

Knowledge of Open Plan Professional, Cobra, SAP, and Cognos
Applied knowledge/application of EVMS techniques and DCMA 14 point schedule assessment criteria to ensure schedule health and validity
Ability to work as a member of a team in a very dynamic environment
Demonstrated ability to think independently and apply proactive behavior to business situations
Excellent interpersonal skills and the ability to communicate with all levels of management
Strong analytical and problem solving skills and to think independently
Key

249

Financial Analysis Analyst Resume Examples & Samples

Lead, coordinate and consolidate the Inbound Logistics forecasting process for assigned region
Conduct regular interlock with various functions within Operations, Accounting & Finance
Develop and monitor weekly metrics and performance against forecast
Focus on improving internal processes to increase forecast accuracy, streamline the forecast process and gain improved visibility to operational drivers

250

Specialist, Financial Analysis Resume Examples & Samples

Assembles monthly Flash reports and quarterly earnings memos for internal and external customers
Continuously explores and implements efficiencies to streamline report assembly
Recommends content or aesthetic changes to enhance value propositions of reports
Supports creation of new value-added reports to support business needs
Assists in the development of key messages and insights for executive-level presentations to afford fast and easy understanding
Performs consolidated analysis as a means to develop key messages
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions
Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility
Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge of his/her assigned area(s) of responsibility
Identifies and communicates to management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility
Prepares, analyzes and reports on financial information for his/her assigned area(s) of responsibility
Provides management with a financial perspective for his/her assigned area(s) of responsibility
Collects, compiles and evaluates financial information to develop and deliver standard and ad-hoc financial analysis
Provides support to financial analysis team members in the preparation and delivery of financial information for his/her assigned area(s) of responsibility
Communicates to management on recognized trends of issues/concerns
1-3 years’ experience in the financial analysis experience that directly aligns with the specific responsibilities desirable
Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures
Apply concepts such as probability, statistics, modeling, percentages, ratios, and proportions to practical solutions
Ability to evaluate information and the implications of a course of action or solution
Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form
Evaluate trends in data or information
Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues)
Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
Demonstrates the ability to use sound judgment and discretion regarding confidential information
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

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