Financial Analyst, Senior Resume Samples
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Financial Analyst, Senior Resume Samples
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LY
L Yost
Lillie
Yost
57907 Hartmann Lakes
Boston
MA
+1 (555) 358 4793
57907 Hartmann Lakes
Boston
MA
Phone
p
+1 (555) 358 4793
Experience
Experience
Phoenix, AZ
Financial Analyst Senior
Phoenix, AZ
Kozey LLC
Phoenix, AZ
Financial Analyst Senior
- Perform Make vs. Buy or Make vs. Make analysis
- Support the PT Operations Finance Mgr in developing operating plans, forecasts, performance analytics, reporting, and working capital management (DSI)
- Work directly with Land Acquisition and Development team to maintain development budgets and ensure compliance with SOX controls
- Review and analyze data in order to prepare OP plan. Work with Channel Marketing Managers in developing plan aligned to business objectives
- Assists during budget development process by compiling reports, entering budget information, and developing internal communications
- Creates hypotheses and analyses to identify and recommend business process improvements that create efficiencies with own tasks and within the team
- Policies and Procedures: Maintain and create procedures and work processes for performing the job function
Boston, MA
Financial Analyst, Senior
Boston, MA
Balistreri LLC
Boston, MA
Financial Analyst, Senior
- Work closely with the country Controllers and Regional/Global FP&A Groups to build standard work and work on process improvements
- Create and update high level and detail cost reports in order to provide project financial information to project managers and stakeholders
- Work with Business Managers to compare monthly performance with projected targets and to draw business conclusions
- Establishing a standard for high quality work and timeliness, and implementing process quick-hit changes to improve process quality and efficiency
- Performs reporting - Develops and modifies financial reports and statements. Creates advanced visualizations of extracted data
- Create hypotheses and analyses to identify and recommend business process improvements that result in increased Company revenue and profits
- Work with Business Units to gather information and develop best practices
present
Houston, TX
Financial Analyst Senior Associate
Houston, TX
Cruickshank and Sons
present
Houston, TX
Financial Analyst Senior Associate
present
- Deal with requests for ad hoc reports or financial information, and work with internal and external EY personnel to verify or provide information
- Assist in developing enhancements, functionality, testing and administration the of the GPRS Partnership Allocation Recommendation system
- Develop highly complex financial models in Excel and Access, analyze results and communicate them to upper management
- Deal with requests for ad hoc reports or financial information, and work with internal and external Ernst & Young personnel to verify or provide information
- Assist in Global adhoc reporting and administration of partner earnings process
- Develop highly complex financial models in Excel, which include re-allocating costs based on actual usage rates and spending. Analyze results and communicate them to management
- Deal with requests for ad hoc reports or financial information, and work with internal and external Ernst & Young personnel to verify information
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Liberty University
Bachelor’s Degree in Accounting
Skills
Skills
- Strong organizational skills, in particular, an attention to detail and the ability to prepare reports in a timely and effective manner
- Detail and quality oriented with the ability to prepare timely and accurate reports
- Strong organizational skills. In particular, an attention to detail and the ability to prepare reports in a timely and effective manner
- Able to maintain confidentiality and use discretion and good judgment with sensitive data
- Complete proficiency in Microsoft Excel and working knowledge in other MS Office products
- Complete proficiency in Microsoft Excel, PowerPoint, and working knowledge of other MS Office products
- Ability to work independently and as a team member with a demonstrated ability to develop and maintain effective working relationships
- Presentation skills: comfortable assembling detailed analyses and comprehensive strategic rationale in PowerPoint
- Apply professional knowledge to carry out assignments with limited supervision
- Maintains a solid working knowledge of all health plan contracts and their assignments to various client entities
15 Financial Analyst, Senior resume templates
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1
Financial Analyst, Senior Resume Examples & Samples
- Will be intimately involved in the annual budgeting process, forecasting and business decision process, determining financial needs of organization and working with executives and their teams as a business partner providing counsel to achieve financial objectives. As part of this, the successful candidate will enhance existing reporting capabilities to ensure consistent global reporting and analysis
- Successful candidate should bring a strong analytical capability to assess and evaluate financial performance, and forecast the future with accuracy, precision, and timeliness, thereby inspiring credibility among the stakeholders of the business including the executive team, employees, customers, and the company’s investors
- Corporate Brand analysis that supports global growth
- Compliance and effectiveness of Global Marketing spend
- Instrumental in the development and maintenance of global scorecards to help monitor, assess, and provide insight into potential opportunities to for brand performance. A successful candidate should be able to meet the following objectives
- Quickly integrating into the mainstream of financial planning activities within the company, developing a rich understanding of the corporate planning, annual/3-year financial planning
- Establishing a standard for high quality work and timeliness, and implementing process quick-hit changes to improve process quality and efficiency
- Making recommendations to enhance the company’s profitability
- Collaborating with functional leaders to determine their needs for FP&A support and demonstrating timely and competent analysis of budgets, forecasts, operating results, and business plans to determine achievement of stated business objectives
- Establishing effective working relationships with executives to build credibility and support for the company’s business plan and financial projections by keeping management informed of departmental progress and/or problems, leading discussion of plans and programs that have been analyzed for cost effectiveness and profitability
- Bachelor’s Degree with a concentration in Finance, Economics, Accounting or Business
2
Financial Analyst Senior Associate Resume Examples & Samples
- Initiate all transactions required to correct any mis-statement of the general ledger
- Help prepare the annual financial plan, as well as periodic forecasts for practices
- Handle inter-business unit transactions as required
- Deal with requests for ad hoc reports or financial information, and work with internal and external Ernst & Young personnel to verify information
- Develop highly complex financial models in Excel, which include re-allocating costs based on actual usage rates and spending. Analyze results and communicate them to management
- Prepare PowerPoint presentations for management. Prepare information to be included in external and statutory reporting
- Prepare more complex financial reporting for internal client management
- Computer proficiency in Essbase (a financial tool that allocates administrative costs throughout business units) ad hoc reporting, and Hyperion. Significant working knowledge of advanced Excel, Access and Business Objects
3
Financial Analyst, Senior Resume Examples & Samples
- Analyzes the results of business line performance including the comparison of actual results to budget and forecast. The analysis produced is utilized to communicate corporate performance to the Bank’s shareholders, make strategic decisions and to serve as a control point to determine the accuracy of financial information
- Analyzes proposed plans including pricing, products, programs, and investments to determine costs and profit; analyzes results of proposals implemented
- Analyzes and interprets financial data and compiles statistical reports on current financial developments, financial policies and plans, and significant organization developments
- Assists in the development and implementation of customer and product profitability in conjunction with various other units
- Researches relevant business developments in the organization and/or within the industry
- Assists with the integration of acquired entities into the unit profitability reporting and budgeting processes
- 2+ years of experience in retail banking highly preferred/financial services industry preferred
- Banking product level expertise strongly preferred, in addition to thorough knowledge of financial institution balance sheet and profit and loss analysis statements
- SQL, Access and Advanced Excel skills strongly preferred
- Working knowledge of Hyperion
- Comfortable working with large quantities of data
- Microsoft Office (Excel, Word, Powerpoint, Access)
4
Financial Analyst, Senior Resume Examples & Samples
- 7+ years of experience with the financial management of accounts
- 7+ years of experience with business analysis
- 5+ years of experience with analytical and financial modeling techniques
- 7+ years of experience with supporting internal financial operations, including analytics around revenue, cost, and budget
- 7 years of experience with analyzing trends and financial impact
- Experience with reporting operations or business results for multi-million dollar business units that support government contract programs
- Experience with business intelligence tools
- Experience with modeling in Microsoft Excel
- Ability to establish credibility with home team leadership and build excellent working relationships
- Possession of excellent presentation and analytical skills
5
Senior Financial Analyst / Senior Accountant Resume Examples & Samples
- Perform financial statement analysis to support actuals, budgets, and forecasts
- Create complex financial models to support organizational procedures and goals
- Evaluate projections for new business developments
- Inventory, distribution or product based industry experience, preferred
6
Financial Analyst Senior Associate Resume Examples & Samples
- Assist in developing enhancements, functionality, testing and administration the of the GPRS Partnership Allocation Recommendation system
- Assist in Global adhoc reporting and administration of partner earnings process
- Identify any ongoing issues that affect partner reporting
- Deal with requests for ad hoc reports or financial information, and work with internal and external EY personnel to verify or provide information
- Understand how changes in the firm and/or structure will impact partner reporting results
- Develop highly complex financial models in Excel and Access, analyze results and communicate them to upper management
- Participate in special projects as necessary
- Advanced PC skills and expert knowledge of MS Excel. Knowledge of MS Access, SQL Queries and Business Objects a plus
- Exhibits a positive can-do attitude and approach to responsibilities; meets new challenges and changes with an open mind; demonstrates commitment to the job; with initiative and can work independently as well as part of the team
- Willing to work flexible hours when an important request comes in or when necessary
- Demonstrate poise and confidence when interacting with top management
7
Financial Analyst Senior Resume Examples & Samples
- Prepare quarterly and annual SEC filings, including Forms 8-K, 10-Q, and 10-K, including presentation of all financial statements, footnotes, and drafting of Management's Discussion and Analysis (MD&A)
- Responsible for compliance with XBRL, including data tagging and custom tag definition as required
- Perform GAAP and SEC technical research and communicates findings to senior management as required
- Assess impact of new accounting pronouncements on Robert Half's financial statements
- Pursuant to distribution of this reporting, interface with management as needed to answer questions and provide variance explanations. Supervise the assembly of the monthly reporting binder
- Analyze monthly financial results and, as needed, prepare variance analysis for all levels of management
- Provide financial data to senior management and other corporate departments
- Create and maintain complex reporting layouts and spreadsheets. These reports involve elaborate requirements including currency translation, geographic and business unit consolidation and macros and require a high level of proficiency with excel and PeopleSoft
- Maintain the external reporting process maps. Primary external/internal auditor contact for external reporting process maps
- Perform ad hoc GAAP and accounting policy research
- Produce complex PowerPoint slides which contain quarterly and annual financial results and are included in executive presentations to external investment institutions. These presentations are posted to the Robert Half website
- Thorough understanding of US GAAP and SEC reporting requirements
- Financial Reporting Tool experience (nVision or similar tool preferred)
8
Financial Analyst, Senior Resume Examples & Samples
- Experience supporting a sales segment or region as part of a larger matrix-based organization
- Experience with Hyperion, Essbase or similar type of financial software
- 5+ years of financial planning & analysis experience
9
Financial Analyst, Senior Resume Examples & Samples
- Reviews assigned business unit client contracts for billing administration and Professional Services revenue recognition
- Coordinates and prepares monthly billing requests and supporting schedules primarily for software license fees, client service work orders and professional services such as consulting
- Administers and maintains revenue and billings in the SAP project and billing systems
- Ensures proper procedures related to license and professional services revenue recognition are followed in accordance with Fiserv policies and GAAP. Works closely with accounting to resolve any revenue recognition issue
- Works closely with Sales and Project Management in support of project accounting/billing functions and to ensure client contract activities are properly billed and recorded
- Analyzes the unbilled and unearned balance sheet accounts and research transactions as necessary
- Prepares professional services trend analyses and reports of labor resource utilization, as requested
- Provides Accounts Receivable support to business unit Relationship Management
- Provides accounting support as needed during month end closing, forecasting, and budgeting processes for the assigned operations
- Assists with training, guidance, development of other members of accounting/finance dept. as needed
- Performs other ad hoc tasks as assigned by management
- Typically requires 2 years business related experience in project accounting or cost accounting preferred
- Requires good understanding of revenue recognition policies
- Experience with interpretation of large client contracts and understanding of impacts and application to accounting and finance preferred
- Experience with SAP or similar financial accounting systems a plus
- Experience with financial analysis in a Professional Services organization preferred
- Requires proficiency in spreadsheet preferably MS-Excel
- Occasionally may travel if working on a special project
10
Financial Analyst, Senior Resume Examples & Samples
- Support of senior level Enterprise Client Partner team through monthly reporting, variable compensation calculations, budget setting and a variety of ad hoc analyses
- Create hypotheses and analyses to identify and recommend business process improvements that result in increased Company revenue and profits
- Conduct special financial and business related studies and cooperate with other departments in preparing analyses
- Problem solving is expected and frequent. Must be able to define issues, collect data, establish facts, and draw valid conclusions
- Create C-level presentations of financial and operational results
- Ensure accuracy and transparency of reported and forecasted results
- Remove complexity from models and processes to free time to focus on needed analytics (product profitability, pricing, margins, etc.)
- Work with Business Units to gather information and develop best practices
- Ensure compliance with GAAP and Corporate Policy
- MBA degree in Finance or Accounting
- Audit background preferred
- Ideal candidate will have significant experience in Excel based financial modeling, creating various financial analyses and working with non-finance business partners. Prior experience working with revenue analyses is a plus
- Must be able to make decisions based on precedent and solve problems using sound professional judgment, experience, and conducting research
- Ability to synthesize large amounts of raw data and make the complex simple, inform management of significant findings, propose new analyses to add value, and make recommendations leading to improved Company performance
- Strong organizational skills. In particular, an attention to detail and the ability to prepare reports in a timely and effective manner
- Ability to prepare business cases as needed to support a growing technology business
- Must have a thorough understanding of the organization, work environment, and processes with strong knowledge of financial analysis techniques
- Ability to communicate effectively, both verbally and in writing, with supervisors and peers and to establish and maintain effective working relationships with employees, business partners and company officials
- Advanced skill level in Excel, PowerPoint and Word
- Limited travel as required
11
Financial Analyst Senior Resume Examples & Samples
- Coordinate Sales Forecast for the LACC Region by serving as the main point of contact between Sr. Management, Sales and Finance. Follow the sales cycle from the creation of a lead in eCRM, pipeline reports, projected Revenue Impact, to closed deal reports and actual Total Contract Value attainment
- Conduct bi-weekly review sessions with Sr. Management and Sales team based on forecasted opportunities
- Support the Sales Executive or Client Partners in presenting opportunity proformas and financial packages as needed for next level management approval and concurrence
- Create and prepare Deal Review Board Presentations; as required, for assigned deals
- Create and consolidate presentations of financial and operational results for Sr. Management, Group and Corporate
12
Financial Analyst Senior Associate Resume Examples & Samples
- Assist in Global adhoc reporting and Earnings process
- Deal with requests for ad hoc reports or financial information, and work with internal and external Ernst & Young personnel to verify or provide information
- A minimum of 2-5 years related accounting experience
13
Financial Analyst, Senior Resume Examples & Samples
- Perform various financial modeling
- Manage proposal process for new core client prospects and renewals
- Participate in Price Committee process to optimize net revenue on all product offerings
- Validate product-level support costs and business unit integration costs
- Validate with Account Management and Global Sales teams that pricing maximizes sales
- Negotiate pricing with Account Management for package deals and discounts sought on individual product sales to existing clients
- Manage price book and pricing templates
- Communicate product pricing to internal teams as appropriate
- Minimum of 2 years business or finance related experience
- Intermediate to advanced Excel skills required
- SAP and SAP Business Analyzer experience preferred
- Ability to collect, integrate and analyze information from multiple sources to create a cohesive, fact-based analysis
- Detail and quality oriented with the ability to prepare timely and accurate reports
- Pro-active with the ability to anticipate future needs
- Exercises a high degree of discretion and confidentiality
- Travel as required, expected to average less than 10%
14
Financial Analyst, Senior Resume Examples & Samples
- Four + years business related experience including similar job responsibilities
- Must be able to make decisions based on precedent and solve arising problems using sound judgment and experience
- Strong advanced technical application use and knowledge such as MS Office (Word, Excel)
- Minimal, less than 10%
- Strong technical skills, particularly in Excel
- Self – Starter
- CPA and MBA a plus
15
Financial Analyst, Senior Resume Examples & Samples
- Work with the Output Solutions Business Leaders to plan, develop, prepare, and maintain business unit’s budgets/forecasts as well as produce the monthly/quarterly/yearly consolidated reporting that compares actual results, budgets, and forecasts on items such as revenue, expenses, transactions, etc
- Assist the Output Solutions Finance Team with consolidation results and analyses of 34+ Profit and Loss statements including actual results, forecasting, product profitability, budgeting and long range planning
- Strong hands-on approach to learn business and current complex planning / forecasting models and modify models appropriately
- Participate in monthly accounting close to assure appropriate accruals and accurate accounting entry postings
- Utilize systems and data to perform complex analyses to resolve difficult business and customer issues
- Interact with different client groups to provide analytical support
- Solid understanding of GAAP principles when recognizing or accruing revenue and expenses
- Perform other duties as assigned
- Minimum of zero to one years of relevant experience in finance and/or accounting
- Familiar with reconciling data and is open to learning new systems
- Proficiency with Excel, PowerPoint, and Access is required, while SAP and Business Explorer is a plus
- Knowledge of finance and accounting theories, principles, and practices
- Willingness to challenge the status quo
- Proactive and motivated to be involved in special projects to continuously improve effectiveness and efficiency of the Output Solutions reporting processes and IT organization
- Strong hands-on approach to learn business and current complex planning/forecasting models
- Interact with different groups to provide analytical support
- Maintains a sense of urgency
- Able to problem solve and trouble shoot
- Able to maintain confidentiality and use discretion and good judgment with sensitive data
- Able to interpret financial statements
16
Financial Analyst, Senior Resume Examples & Samples
- Participates in Financial Planning & Analysis Function for a $875M operating unit of Fiserv
- Prepares monthly, quarterly and annual reporting for the Digital Banking Group office
- Performs ad hoc analyses for operational and financial management
- 5 + years business related experience including similar job responsibilities
17
Financial Analyst / Senior Accountant Resume Examples & Samples
- Responsible for a good portion of the general accounting functions including: accounting, financial reporting, cost accounting and internal controls and SOX compliance
- You will contribute and do at least half of the month-end close duties and closing process
- Month-end journal entries, GL account analysis, monthly balance sheet reconciliations, P&L and Balance Sheet Report preparation
- Cost Accounting, capital project and fixed asset accounting
- Internal controls and SOX testing
- At least five or more years of accounting and finance experience is required
- Cost Accounting experience is highly preferred
- Manufacturing experience is highly preferred
- SAP or another ERP software experience is highly preferred
- Personality desired is someone with excellent communication skills and someone who is results driven and takes initiative
18
Financial Analyst, Senior Associate Resume Examples & Samples
- Generate monthly reports for reviewing and analyzing financial results
- Review, reconcile and analyze the general ledger account for the business unit
- Initiate all transactions required to correct any misstatement of the general ledger
- Compare actual financial results to forecast, and explain variances when necessary
- Identify any ongoing issues that affect financial reporting
- Communicate with external contacts and internal personnel to resolve open issues
- Consult and train other members of the staff on reporting and analysis tools
- Supervise, guide, and evaluate the work of one or more less-experienced financial analysts
- Strong interpersonal skills, with the ability to teach basic software functionality to others
- Ability to communicate clearly and concisely, both orally and in writing
- Demonstrated poise and confidence when interacting with top management
- A minimum of 4-6 years related accounting experience
- Bachelor's degree in Accounting or Finance, or equivalent experience
19
Financial Analyst Senior Resume Examples & Samples
- Advanced Excel skills with experience using and building complex spreadsheet models
- Experience writing reports with Business Objects or equivalent Business Intelligence reporting tool
- Experience with SAP and/or BEX Analyzer reporting a plus
- Knowledge of strategic plan and day to day execution
- Bachelor's degree in Finance or Accounting, with experience in Wholesale industry (a plus)
- Knowledge of a variety of financial disciplines and processes
- Experience in budget and forecast processes
- Understanding of Wholesale industry metrics and trends
- Commercial understanding of key profit drivers and product profitability
20
Financial Analyst Senior Resume Examples & Samples
- Knowledge of Lean, Six Sigma methodologies and continuous improvement is preferred
- Practical understanding and application of improvement practices, including identification and assessment of upstream and downstream impacts of any proposed changes
- Ability to build critical relationships and cultivate a high sense of urgency
- Ability to drive, document and communicate cross functional process improvement and root cause initiatives
- Strong written and verbal communication skills, including experienced presentation skills
- Comprehensive understanding of data analysis and how data can be utilized to develop strategic solutions to process breakdowns
- Excellent analytical, project management and organization skills with keen attention to detail and ability to comprehend complex operational challenges
21
Capital Recovery Financial Analyst, Senior Resume Examples & Samples
- Forecasting capital revenue requirements and analyzing data for regulatory filings; strategizing the best ways to balance recovery of costs and provide rate stability to customers; and visiting plant sites to document and present data on plant assets and processes
- 4 years of experience in finance or accounting
- Bachelor’s degree in accounting, or job-related discipline or equivalent experience
- Can use logic to solve problems, does not stop at first answers
- Strong analytical skills with an attention to detail and passion for excellence
- Advanced Microsoft Excel
- Microsoft Access proficiency
- SAP, BPC, BW and/or Power Plant experience
- MBA or other advanced finance/business/accounting degree
- Professional license, such as CPA or CMA
22
Financial Analyst Senior Specialist Resume Examples & Samples
- Independently research and respond to interpretative questions, regulatory matters and issues related to SEC and FINRA rules, as referenced in Major Purpose section, and other rules. Participate in meetings with staff, member firms and/or other regulators to discuss and resolve financial and operational related interpretative questions
- Provide guidance on specific regulatory matters, member firm proposals and other initiatives
- Research proposed or new SEC and FINRA financial and operational rules and summarize key aspects for presentation to staff at educational and training sessions
- Maintain a high level of competency and expertise of SEC and FINRA financial responsibility and operational rules
- Lead and assist in the preparation and presentation of training sessions to FINRA staff on financial and operational matters and related regulatory issues
- Provide information for the preparation and publication of FINRA Regulatory Notices and rule interpretations
- As assigned, represent the department or FINRA on internal and external committees, meetings, conferences, training seminars and other events to discuss and provide technical advisement on financial and operational regulatory issues and other related initiatives
- Bachelor's Degree in Accounting, Finance with a minimum of 9 credits in accounting preferred
- Minimum eight years of securities industry experience in a regulatory, financial or operational capacity required. Knowledge of broker-dealer operations a plus
- Advanced technical knowledge of SEC and FINRA financial responsibility and operational rules
- Demonstrated ability to analyze complex matters and business practices arising from various broker-dealer business models, including self-clearing, carrying, dealer, market-maker and special products firms
- Strong interpersonal skills. Emphasis on teamwork and collaboration
- Ability to work independently applying depth and breadth of knowledge and expertise to various situations as they arise
- Proven advanced time management skills and ability to manage projects and work independently to bring projects to completion
23
PBM Financial Analyst Senior Resume Examples & Samples
- Implements new processes, process improvements, and best practices related to guarantee monitoring and ASO pass back activities
- Creates and implements metrics and supports performance measures to establish performance objectives for revenue maximization
- Creates tools and processes to monitor margin revenue and client retention
- Monitors revenue performing below thresholds and implements necessary tasks to bring performance to or above targets
- Implements pricing in the system related to margin
- Supports the Pharmacy Services team in implementing future revenue, member expansion and growth capacity
- Requires a BA/BS in Finance or related field; 3+ years of experience with Pharmacy Benefits Manager (PBM), data and/or financial analysis; or any combination of education and experience, which would provide an equivalent background
- Must have advanced access and excel skills
24
Financial Analyst, Senior Resume Examples & Samples
- 4+ years of experience with DoD acquisition management, program management, or contract management required
- BA or BS degree or PMP, CPCM, or DAWIA Level III Certification and 15+ years of experience with DoD acquisition management, program management, or contract management in lieu of a Bachelor’s degree
- BA or BS degree in an acquisition-related field
- Professional Certification at any level a plus
25
FMS Financial Analyst, Senior Resume Examples & Samples
- 6+ years of experience in FMS
- Experience in the financial analysis of business programs, development of cost estimates, and program status reports
- Knowledge of Department of Defense (DoD) policies and Navy regulation as set forth in the Security Assistance Management Manual (SAMM) DoD 5105.38-M and the Financial Management Regulation (FMR) DoD 7000.14R
- BA or BS degree in Business or Management and 12+ years of experience with financial management or MA or MS degree in Business or Management and 8+ years of experience with financial management
- Experience with DON procurement policies and procedures preferred
- Knowledge of Navy ERP preferred
26
Multi Function Financial Analyst Senior Resume Examples & Samples
- Supports the establishment of establishment expense to include actual reconciliation, forecasting and planning, and new process implementation
- Support Ovhd expense reporting on a timely, accurate, and complete manner to Senior Management to assist in decision making and shaping of proactive direction to the business team
- Support process improvements and support to establishing more efficient business rhythms
- Leidos is a global leader in the integration and application of information, technology and systems working to solve the world's toughest challenges in the civil, health, defense, intelligence and homeland security markets. The company's 33,000 diverse employees support vital missions for government and commercial customers in 30 countries. Headquartered in Reston, Virginia, Leidos reported annual revenues of approximately $10 billion for the fiscal year ended January 1, 2016 after giving effect to the recently completed combination of Leidos with Lockheed Martin's Information Systems & Global Solutions business (IS&GS). For more information, visit www.Leidos.com. The company's diverse employees support vital missions for government and commercial customers. Qualified women, minorities, individuals with disabilities and protected veterans are encouraged to apply. Leidos is an Equal Opportunity Employer
27
Financial Analyst Senior Resume Examples & Samples
- Participates in Financial Planning & Analysis Function for GS Costa Rica
- Prepares monthly, quarterly and annual reporting for GS Costa Rica
- Supports creation of annual and multi-year strategic plan
- 5 + years of business related experience including similar job responsibilities
28
Financial Analyst, / Senior Fin Analyst Resume Examples & Samples
- Experience with MS Office applications Excel, Word and/or PowerPoint
- Experience with SAP or similar system
- 2 - 3 years Program Office Finance experience
- Familiarity with oneIDE, wInsight & PMX tool suites
- Ability to get a confidential clearance
29
Financial Analyst, Senior Resume Examples & Samples
- Develop a deep understanding of key business drivers & associated operations
- Act as tent P&Ls, comprehensive Key Performance Indicator (KPI) reporting, variance analysis, and executive commentary
- Develop monthly and quarterly reporting for the Cloud executive team on strategic performance and provide high value-added analytical support to facilitate strategic decisions for senior management
- Monitor and analyze bookings and revenue, track progress to plan and maintain operating expenses in our long-term model
- Execute annual budget process and long-term modeling
- Provide ad-hoc financial modeling, financial analysis and reporting
- Prepare month-end close analysis, accruals, and variance analysis
- Maintain detailed headcount and expense scheduleshe ‘single source of truth’ for financials and KPIs across the Cloud lines of business and strategic initiatives
- Scrutinize planning assumptions and develop alternatives
- Credibly challenge under-performing areas of the business and recommend improvements
- Function as an expert, objective advisor to the Cloud business line executives
- Prepare/consolidate monthly/quarterly reporting packages including financial statements, managem
- Various other ad hoc analyses and special projects as needed
- Bring a minimum of 3 years of experience including the following
- Meeting challenging timelines with high-quality deliverables
- Bring experience with analytics/tools
- SAP’s ERP suite/Business Planning and Consolidation (BPC), Salesforce.com a plus
- Extensive experience with advanced features of Excel and PowerPoint; experience with data discovery/business intelligence tools (Tableau, QlikView, etc) preferred
- Possess excellent verbal and written communication skills, including the ability to comfortably engage with and build trust with business partners at higher levels of seniority
- Ability to work well with others and get things done in fast paced, dynamic, global environment
- Bring a high degree of integrity and energy to handle confidential information and/or assignments
30
Business Financial Analyst, Senior Resume Examples & Samples
- 5+ years of experience with financial analysis
- 3+ years of experience with managing defense-related programs
- 3+ years of experience in a DoD environment
- BA or BS degree in Finance or a related field
31
Financial Analyst, Senior Resume Examples & Samples
- Bachelor's degree in Accounting, Finance, or Business or related discipline or equivalent work experience
- Minimum 4 years of accounting, financial, or business related experience
- Excellent research and issue resolution skills
- Ability to assess and recommend solutions for assigned projects
- Selects methods, approaches and tactics to resolve problems and obtain solutions
- Ability to work in team environment
- Able to present analysis and evaluation results and output in a cohesive, understandable and actionable format to department management
- SAP, Excel, Word, and PowerPoint experience
- Minimum of 4 years accounting and financial analysis experience from a Fortune 500/high growth company, Big 4 public accounting firm, or consultancy
- CPA or MBA from a leading business school
- Experience in the Utility industry
- Prepare financial reports for senior management
- Provide decision support to senior management with respect to budgeting and forecasting of corporate items
- Coordinate key processes for financial reporting and planning
- Perform variance analysis and report on historic financial data
- Thoroughly understand the corporate items and business/regulatory drivers
- Play a key role in providing the "story" behind our revenue and expense numbers to the CFO and other key officers
- Collaborate with cross-functional teams to define and refine process efforts
32
Program Financial Analyst Senior Resume Examples & Samples
- Demonstrate proficiency in finance and accounting relational databases
- Knowledge of Federal Acquisition Regulations (FAR) and General Accepted Accounting principles (GAAP)
- Minimum 4 year’s experience in a financial environment
33
Financial Analyst Senior Resume Examples & Samples
- Conduct special studies to analyze financial actions and prepares recommendations for policies and procedures
- Interpret and applies policies, government legislation and accounting theories
- Ensure compliance with internal procedures and regulatory agencies
- Provide interpretation of financial policies, governmental legislation, accounting theory or customer financial regulations
- Acts as a liaison between program controls group and prepares comparative evaluation of actual costs against budgets
- Review complex financial data received from managers for inclusion in indirect and forward pricing rate packages submission to the government
- Develops plans including budgets and schedules to meet contractual/project requirements
- Coordinate, negotiate and resolve financial compliance issues with various agencies
- Perform other qualified duties as required
- Able to demonstrate proficiency in finance and accounting relational databases
- Knowledge of Federal Acquisition Regulations (FAR), General Accepted Accounting principles (GAA), and General Accepted Accounting principles (GAAP)
- Excellent decision making, problem solving, communication, and leadership skills
- Good working knowledge of Excel and PowerPoint
- Forecasting/Budgeting/Variance Analysis experience
- Understanding or experience with EAC (Estimate at Completion)
- Month end close experience
- Four (4+) years’ experience as a financial analyst
- Bachelor’s degree in accounting, finance or an associated discipline
34
Financial Analyst Senior Resume Examples & Samples
- Provides interpretation of financial policies, governmental legislation, accounting theory or customer financial regulations
- Analyzes financial information especially concerning overhead to determine present and future financial performance of the SBU
- Reviews complex financial data received from managers for inclusion in indirect and forward pricing rate packages submission to the government
- Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies
- Coordinates, negotiates and resolves financial compliance issues with various agencies
- Knowledge of Federal Acquisition Regulations (FAR), General Accepted Accounting Principles (GAA), and General Accepted Accounting Principles (GAAP)
- Typically four (4) to six (6) years experience in financial environment
35
Financial Analyst Senior Resume Examples & Samples
- Earned Value Management Support
- Budgeting, analysis and forecasting Program Orders, Sales , EBIT and Cash
- Overhead analysis and reporting
- Subcontract/IWTA financial analysis and reporting
- Customer Invoicing
- Funding Analysis and reporting
- Financial and business review presentations to management
- WBS/charge number establishment and maintenance
- Accounts Payable processing/reconciliation
- Ad hoc business support as required
36
Financial Analyst, Senior Resume Examples & Samples
- Conducts research and analysis of financial data needed in supporting clients; to provide informed recommendations to leadership across CCI in setting and realizing financial objectives, and identifies emerging financial trends
- Performs ad-hoc financial analyses at multiple levels of complexity which may include calculations of rate of return, depreciation, working capital, investments, budgeting, cost analysis, and financial and expense performance comparisons
- Prepares regular and special financial statements for CCI including profit and loss statements and capital and commitments
- Provides recommendations for operational efficiencies and process improvements and assists in policy development to support change initiatives
- Oversee the completion of projects or assignments, including planning, assigning, monitoring, and reviewing progress and accuracy of work, evaluating results, etc
- Automate and support reporting and client dashboards with relational database management tools
37
Financial Analyst, Senior Resume Examples & Samples
- Knowledge of DCPP financial processes management programs
- Knowledge of DCPP plant health and project approval process
- Knowledge of PG&E budgeting and financial process
- Business computer skills such as Microsoft Office Suite Programs (emphasis on Excel, Word, and MS Project), SAP Financials, Business Warehouse, Project System, and Work Management modules
- Strong financial understanding
- Strong quantitative skills with proficiency in data analysis (SAP/MS Access, MS Excel, MS Project, MS PowerPoint)
- Effective written & verbal communication skills and strong analytical and problem solving skills
- Understanding of integrated cost and schedule management
- Ability to interface with and across supporting organizations and conduct formal presentations to officers
- Strong financial management skills
- Strong strategic and business acumen skills
- Provide budgeting and cost forecasting based on project assignments
- Provide project managers and leadership with capital accounting support to insure compliance with corporate policies and standards
- Support cost accounting processes and report on future targets
- Provide functional department support to update local policies, financial guidelines, templates, and instructions
- Proactively monitor costs and coordinate the correction of cost accounting errors
- Review partner costs on a monthly basis, alert project managers of potential impacts to project forecasts, and make recommendations for corrections
- Prepare financial reports with analyses of key drivers causing significant variances
- Prepare budget trade requests and releases
- Prepare project estimates, cost plans, and work breakdown structures
- Provide support for annual input and updates to DCPP’s Financial Cost Model and Long Term Plan
- Provide recommendations on modifications or enhancements related to business control processes affecting internal and/or external organizations
- Interface with corporate auditors
- Perform journal entries to correct accounting and project charging errors
- Participate on Corporate Project Governance teams
- Provide Corporate Project Governance information and training to project management personnel
- Communicate regularly with PG&E Officers, managers, and critical project partners
- Maintain and provide periodic reporting of project financial data to plant management
- Provide leadership and staff with monthly high level capital and expense reports for all DCPP projects identifying project estimate and budget threats and opportunities
- Partner with Business and Financial Services to develop and/or monitor corrective action plans
- Develop and implement analytical techniques and reports to gain insights on operational results
- Participate on teams to implement best business practices
- Provide project managers and leadership with project financial support
- Provide financial support to project managers and leadership in all areas of DCPP’s plant health process
- Provide cost management support for major capital projects including review and analysis of project cost estimates, expenditures, and forecasts
- Create and update high level and detail cost reports in order to provide project financial information to project managers and stakeholders
- Interface with DCPP Business and Financial Services to support and facilitate project management’s financial processes
- May be required to develop training programs, perform training, direct, review and/or approve the work of a journey level Financial Analyst, and assist supervisors in coordinating and scheduling work assignments
- May participate in an assigned Emergency Response Organization position (may be part of an on-call duty team)
38
Financial Analyst, Senior Resume Examples & Samples
- Formulate standard and ad-hoc one off, monthly, quarterly and annual reports and prepare financial analysis for management and stakeholder decision support
- Assist in monthly business reviews with Technology and other business leaders
- Prepare monthly forecasts and analyze trends in sales, revenue, expense, general business conditions and other related areas. Work closely with Account Management group to ensure revenue forecast accuracy
- Assist in tracking of project based financials by maintaining financial reporting and other relevant project metrics
- Work independently of supervisory and technical help with assistance when necessary
- Analysis and review of sales and account exec commissions including projections for bonus and commissions based on current pipelines and quota
- Compile and prepare reports, graphs and charts of data developed
- Acts as a resource and subject matter expert for the business
- Interact with different levels to provide analytical and financial support
- Three + years business related experience including similar job responsibilities
- Strong technical skills, particularly Advanced Excel and PowerPoint
- Hands on work related to financial close process and general ledger inquiry
- Ability to train and mentor other team members as necessary on technical applications, such as MS Office (Access, Excel) or advanced database functions / commands
39
Financial Analyst, Senior Resume Examples & Samples
- Bachelors Degree (Finance, Accounting, Policy or other related field preferred)
- Minimum of four years of experience in financial analysis, project analysis, or policy
- Demonstrated consistent history of being proactive and producing significant, high-quality deliverables
- Adept in both written and oral communication
- Experience interacting and influencing senior executives; proven ability to create clear and compelling executive-level materials
- Advanced user of Microsoft Excel and Word
- Experience with operational or financial reporting and financial governance
- Demonstrated experience developing business cases
- Substantial writing and editing experience
- Demonstrated knowledge of EASOP or other discounted cash flow models
- Demonstrated project management experience, PMP certification
- Demonstrated experience facilitating process improvement efforts, Lean Six Sigma experience
- Demonstrated experience with Microsoft Access
40
Financial Analyst, Senior Resume Examples & Samples
- Experience with PeopleSoft Financials
- Working knowledge of GAAP Financial Statements
- Advanced MS Excel skills– (pivot tables, VLOOKUPS, etc.)
- Deadline driven and highly organized
- Accounting major or CPA
- Highly motivated, eager to learn, works well with others and ability and willingness to multi-task are a plus
41
Financial Analyst, Senior Resume Examples & Samples
- 5 years of experience with program and project financial management
- Experience in government contracting
- Knowledge of Microsoft Excel, advanced formulas, and its effective use in a financial tracking, analysis, and reporting environment
- 5 years of experience with providing program control or financial management support in a government contracting environment
- Experience in management a plus
- Knowledge of Microsoft Windows applications
- Ability to manage multiple initiatives simultaneously
- Ability to learn and teach fundamentals related to the support of program management activities
- Ability to respond to directed assignments, think analytically, and comprehend financial implications of the business
42
Energy Financial Analyst, Senior Resume Examples & Samples
- 7+ years of experience with reviewing government-related Standard Forms (SF), financial statements, and invoices
- Experience with financial or compliance auditing
- Knowledge of OMB and FAR cost regulations
- BS degree in Accounting or Finance
43
Financial Analyst, Senior Resume Examples & Samples
- Conducts research and analysis to provide definitive financial data and advice for use in administering specific programs and processes
- Responsible for teaming with the business units to identify trend outliers and perform the work necessary to facilitate discussion and possible solutions
- Performs review analyses, including accumulation of data, financial modeling, and reporting of outcomes and presentations of PDP metrics
- Develop ad-hoc reports to conduct data analysis and validation
- LI-SM2
- Required A Bachelor's Degree in a related field
- Preferred A Master's Degree in a related field
- Required 4+ years of experience in financial analysis, preferably in healthcare
- Intermediate Other Oral and written communication skills sufficient to effectively communicate with all levels within the organization
- Intermediate Other Emphasis on ability to communicate effectively with senior management in an articulate and concise manner
- Intermediate Other Ability to analyze and interpret financial data in order to coordinate the preparation of reporting to different levels of the organization
- Intermediate Other Able to take action in solving problems while exhibiting judgment and a systematic approach to decision making; to identify the important dimensions of a problem, determine potential causes, obtain relevant information, and specify alternate solutions
- Intermediate Other Ability to use computer applications effectively, especially financial systems, spreadsheets, and related graphics
- Required Intermediate Microsoft Excel Ability to use computer applications effectively, especially financial systems, spreadsheets, and related graphics
- Required Intermediate Other Ability to use computer applications effectively, especially financial systems, spreadsheets, and related graphics
44
Financial Analyst Senior Resume Examples & Samples
- Prepares monthly closing activities
- Supports financial reporting activities for area of responsibility, providing accurate, timely & meaningful information to influence best business decisions
- Assists department expense & capital budgeting / tracking / reporting
- Assists month-end expense & cost budgeting/tracking/reporting
- Performs analysis of capital appropriation requests and monthly spending of approved capital
- Prepares balance sheet and expense account analysis
- Assists in Financial Audits
- Provides education on & ensure adherence to Internal Control Policies & Procedures
- Develops financial forecasts for plant operations
- Manages the Cost revision and the BP process
- Analyses/evaluates cost reduction projects
- Support Custom requirements: product cost, cost submission, inventory valuation
- Support Asset Reconfiguration projects
- Support New products cost analysis
- Drive plant efforts to meet its financial commitments
- Complies with fiscal and J & J requirements
- Follows all company safety policies and other safety precautions within the work area
- Ensures compliance with Environmental Management System (EMS) responsibilities
- Train and Supervise Analysts and Associate Analysts. (Only Sr. Analyst)
- Other responsibilities may be assigned and not all responsibilities listed may be assigned
- Minimum Bachelor’s Degree in Accounting or Finance.CPA, MBA, or CMA a significant plus, but not required
- Sound analytical and technical skills essential
- Knowledge and application of accounting/financial concepts, practices and techniques
- Knowledge of a variety of computer software packages particularly Excel, PowerPoint, and General Ledger
- Must be self-motivated, team oriented and have excellent communication, interpersonal skills
- Demonstrated ability to remain flexible, prioritize and respond to changing needs of the business
45
Financial Analyst Senior Resume Examples & Samples
- Experience in creating and delivering CPR Formats 1-5, managing EV logs (Management Reserve, Undistributed Budget and ECAUW, CFS retrieving, VARS
- Advanced MS Excel (i.e. pivot tables, V lookups)
- Contract Closeout analysis
46
Financial Analyst, Senior Resume Examples & Samples
- Deliver all required monthly/quarterly reporting deliverables
- Execute annual budget and long-term model by coordinating with field and senior leadership teams
- Support PS and FP&A leadership with financial tasks/issues, and manage all reporting deliverables
- Forecast, plan and maintain LOB operating expenses
- Lead the preparation and consolidation of business review packages
- Mange and improve the month-end and quarter-end close and reporting process
- Meet all reporting deadlines as well as manage numerous process improvement initiatives
- Provide high value-added analytical support to facilitate strategic decisions for senior management
- Possess strong verbal and written communication skills, including the ability to comfortably engage with and build trust with business partners at higher levels of seniority
47
Financial Analyst Senior Resume Examples & Samples
- Previous experience supporting a large IT Government program
- Advanced Microsoft Excel skills, experience with SWIFT, VIP, Horizon
- Excellent communication skills, and the ability to work independently and synthesize data for all levels of the organization
48
Financial Analyst, Senior Resume Examples & Samples
- 12+ years of experience with DoD acquisition management, program management, or contract management required
- 2 years of experience with advanced Microsoft Excel
- BA or BS degree in an acquisition related field
49
Financial Analyst, Senior Resume Examples & Samples
- Prepare accurate P&Ls, supporting schedules, and business analyses for regions and product groups. Coordinate affiliate inputs and prepare consolidated workbooks and presentations
- Prepare materials for the review sessions with Sr. Management and Sales team based on analysis versus forecast, budget and prior year
- Coordinate Sales Forecast for the International Group by serving as the main point of contact between Sr. Management, Sales, Operations and Finance. Follow the sales cycle from the creation of a lead in eCRM, pipeline reports, projected Revenue Impact, to closed deal reports and actual Total Contract Value attainment
- Create and prepare Deal Review Board Presentations
- Work collaboratively with the Finance Manager and functional leadership to ensure that the primary objectives of the division are met
- Prepare ad hoc analyses for all levels of the organization
- 5 years in a high performing finance or accounting role
- Must be detail oriented. Excellent organizational skills
- Advanced skill level in Microsoft Excel
- Hands-on experience with an ERP system, SAP preferred
- Ability to work independently and as a team member with a demonstrated ability to develop and maintain effective working relationships
- Must be flexible, have a positive attitude and be team oriented
- Must be experienced in working in a dynamic, multi-cultural, multi-business unit environment
- Experience in consolidations strongly preferred
- Ability to effectively share knowledge and train others in areas of expertise
50
Financial Analyst, Senior Resume Examples & Samples
- 5+ years of experience with federal government budgeting and financial operations, processes, and systems
- Experience in working with and providing reports and briefings to senior government managers
- Experience with providing Navy-specific budgeting and financial management services onsite at a government facility
- Ability to lead a small team
- 2+ years of experience with NAVSEA
- Experience with working on a team in a multi-disciplinary, collaborative environment
- Ability to produce accurate, high quality products
- Certified Defense Financial Manager (CDFM) or DAWIA Level I Certification in Business or Financial Management
51
Financial Analyst Senior Resume Examples & Samples
- 35% - Prepare management and business performance reports (i.e. GM per customer, GM per account manager, product line analysis, SGA performance, samples & logistics execution)
- 20% - Prepare at EOM month & YTD P&L analysis and variance explanations vs budget/forecast (GM, SGA, Volume), review BU financial ratios (ROGI, SG&A/Gross Profit, DSO, DIO)
- 15% - Prepare S&OP and Budget
- Annual budget process
- Monthly LE and S&OP preparation and support to Commercial inquiries
- 15% - Develop management reports for the North Latam region (Volume, GM, Revenue)
- 10% - Coolaborate with internal/external Audits (Corporate, KPMG, Transfer Price) about business information
- University degree in Accounting and Finance
- 2 years of progressively responsible work experience in finance analysis and accounting
- Strong financial analysis and reporting capabilities
- Advanced knowledge of Excel, Microsoft Office
- Strong skills to communicate both financial and non-financial information in a clear,concise and organize manner
- Commercial awareness
- High learning capacity and being proactive
- Able to adapt and react to changes fast
- Ability to build and maintain effective working relationships with customers, partners and suppliers
- Ability to stretch and work in multitask environment
52
Financial Analyst Senior Resume Examples & Samples
- Demonstrated strong analytical and detail skills
- Demonstrated strong financial modeling skills
- Previous modelling experience
53
Financial Analyst Senior Resume Examples & Samples
- Oversee and coordinate monthly production of FRY9C and Call Report loan data information and related reporting
- Produce bi-annual investment portfolio reporting related to Comprehensive Capital Analysis and Review (CCAR)
- Be responsible for coordination between Finance and IT for Basel III and other regulatory reporting (RWA, LCR, 2052A, NSFR, FDIC)
- Work in direct partnership with Segment Finance, Balance Sheet Management, and Treasury to ensure accuracy and timely completion of all deliverables, including on-going activities and special projects/analysis, as well as acting as a trusted advisor for the Financial Information Team effecting bank performance
- 7-10 yrs of experience that includes
- Ability to understand and translate technical issues into business terms, serve as liaison with IT
54
Financial Analyst Senior Resume Examples & Samples
- Requires a BS/BA in accounting or finance; or any combination of education and experience, which would provide an equivalent background
- MBA, CPA, or CMA preferred
- 2-4 years of experience in general accounting, financial planning, and management reporting
55
Financial Analyst Senior Resume Examples & Samples
- 3-5 years of experience analyzing income and expense trends and developments and preparing analytical reporting
- Able to multi-task effectively, be a self-starter, and be able to handle stress with composure and professionalism
- Strong written and verbal communication skills with the ability to interface with many levels of management
- Strong analytical and critical thinking skills. Understand the concept of materiality (i.e., knows when information is relevant), and possesses solid understanding of major revenue sources for Commercial Banking
56
Financial Analyst, Senior Resume Examples & Samples
- Creates product and operational business cases and consults with boundary partners to provide financial support on Enterprise Portfolio Management (EPM) program initiatives
- Coordinates financial peer review and needed financial insight for PRC committee reviews
- Prepares detailed analysis with ad-hoc business cases for CB Product, Carrier and Enterprise projects
- Proactively works with sales teams to drive key business projects and initiatives
- Initiates post-mortem business case reviews on enterprise projects
- Identifies messaging and summary of key items during project approvals with senior team
- Partners with CB stakeholders to identify and assess business opportunities and related risks
- Maintains knowledge of CB revenue recognition and financial reporting guidelines
- Develops financial tools and process improvements to enhance client experience
- Provide financial analysis and support for CB Expansion activities as needed
- Provide financial analysis and support for National Accounts program as needed
- Participates in Internal Controls and Governance
- Helps maintain and enhance corporate IRR model, templates and policies
- Helps maintain and enhance sharepoint site for CB capital projects
- Helps maintain and analyzes project pricing details
- Helps report on large capital project approvals
57
Financial Analyst, Senior Resume Examples & Samples
- Creates and prepares monthly reporting & analysis for Operating Expenses providing key insights to performance vs. budget, forecast, and previous years
- Provides analytical support for forecasts, budgets, and long range plans for Operating Expenses
- Develops planning and analysis models that incorporate operational data to support driver-based, rate/volume analysis and budgeting
- Provides client support to multiple functional VPs including Marketing, Sales, and Product development for expense and headcount management
- Interacts as team member and sets the pace for the Financial Analysts team. Interfaces with other department member on special projects or on an as-needed basis
- Responds to ad hoc requests for financial analysis; works with accounting team to understand impact of journal entries including accruals and one-time adjustments
- Recommends and implements changes and analyzes and reviews submitted data and resolves questions and/or problems
- Oversees the completion of projects or assignments, including planning, assigning, monitoring, and reviewing progress and accuracy of work, evaluating results, etc
58
Financial Analyst Senior Resume Examples & Samples
- Bachelor’s or Master’s degree in Finance, Accounting or related field required. MBA or CPA a plus
- 3-5 years of progressive financial experience in a large corporate environment with demonstrated abilities in financial analysis, budgeting and forecasting
- Advanced Microsoft Excel and Access skills required, including ability write VBA code to create macros and query management with related databases. SQL experience preferred
- Hyperion Essbase and Oracle Financials experience preferred
- Broad knowledge and prior use of business case analysis, KPI's, dashboard and management reporting
- Strong analytical and problem solving skills and the ability to identify key levers to managing financial outcomes
- Excellent written and verbal skills required, must have demonstrated success interacting directly with senior level executives
- Strong interpersonal skills and personal integrity required
- Must have the ability to work cooperatively in a team environment and develop long lasting professional relationships that facilitate strong collaboration with internal stakeholders and customers alike
59
Business Financial Analyst, Senior Resume Examples & Samples
- 6+ years of experience with budget planning, budget preparation, and budget execution for acquisition programs
- Experience with Navy ERP at a NAVAIR Working Capital Fund
- Experience with acting as a liaison between program managers, business financial managers, and contracting officers
- Experience with creating and maintenance task planning sheets, including requirements documents
- BA or BS degree in Business or Certified Defense Financial Management (CDFM) or DAWIA Level I Certification in business or financial management and 4 years of experience with NAVAIR
- 2 years of experience with NAVSEA
- Experience with the Navy ERP contract vendor pay (CVP) process for NAVAIR or NAVSEA
- Experience with DoD or DoN financial management systems, including PBIS, STARS, Cobra, SPS, and DCAS
60
Emind FY CBS Finance Ciqi Senior Financial Analyst Senior Associate Resume Examples & Samples
- Generate standard reports (including inventory reports) on a periodic basis and Identify and solve issues that affect reporting
- Handle complex ad hoc reports from clients on a timely manner
- Hands on experience on SQL (queries, views, stored procedures) to do reconciliations of data with different sources
- Take active part in data validation of revenue planning as well as financial planning process
- Ensure proper review mechanism is in place for the respective teams
- Develop / maintain reports as well as enhance existing reports by working on automating the report preparation as much as possible
- Mentor, guide, train junior analysts and new recruits
- Conduct an in-depth analysis (Balance Sheet and Profit & Loss) . Need to analyze the open items in reconciliation and resolve the same
- Root cause analysis of issues and ensuring adequate internal control procedures in place
- Performing variance analysis and providing necessary inputs/inferences
- Ensuring that the Reports are completed with high accuracy and in a timely manner
- Accountancy Qualifications - MBA/ B.Com / M.com / Graduate degree in Computer science
- 3 - 5 Years of experience
- SQL knowledge and ability to use SQL to build large data tables and then be able to give guidance to others who are less technical in how to use the table
- Create TSQL queries and stored procedures as required. Working knowledge on SQL server with prior experience of database maintenance
- Working Knowledge on SAP modules is added advantage
- Knowledge of MS Office tools, experienced user of Excel and Access
- A user or an understanding of some of the reporting and planning tools available in the market
- Good communication skills both written and oral
- Exposure to reconciliation
- Be flexible to work in shift
61
Financial Analyst, Senior Resume Examples & Samples
- Conducts research and analysis of financial data needed in planning, budgeting, cost control, and project control to provide informed recommendations in setting and realizing profit objectives, and identifies emerging financial trends
- Performs ad-hoc financial analyses at multiple levels of complexity
- Develops and modifies financial systems and corporate models related to budgets and forecasts
- Works with Technology partners, Accounting and Supply Chain to track monthly actuals, develop forecasts/budgets and identify savings opportunities and risks
62
Financial Analyst Senior Resume Examples & Samples
- Strong analysis and problem solving skills
- Project management skills and knowledge
- Strong understanding of financial systems and technology
- Advanced MS Access knowledge preferred
- Ability to build and maintain key partnerships
63
Financial Analyst, Senior Resume Examples & Samples
- Solve problems using both process and technology in a dynamic environment
- Understand and apply data architecture and data lifecycle management principles/techniques
- Develop and maintain planning and reporting, visualization, and analytical solutions (Anaplan, Tableau, Essbase, SPSS, Oracle Application Express, etc.)
- Communicate effectively and manage competing priorities
- Collaborate with stakeholders in finance and operations to develop requirements
- Support and innovate the annual budget and forecast processes and functionality
- Monitor and report key operational and financial metrics on a weekly/monthly basis
- Create/prepare ad-hoc reporting/analyses (SQL, Excel, etc.)
- Contribute to the Agile Scrum process within a small team environment
- Other responsibilities as assigned by the Manager of Finance Innovation
- Minimum of 1-2 Years Finance, Accounting, Reporting, or related experience
- Minimum of 1-2 Years SQL related experience in the financial realm including data analysis, report writing and/or development
- Preferred - Health Care experience
- SQL or other database knowledge
- Working knowledge of data life-cycle
- Data architecture (relational databases, normalization, etc.)
- Oracle (EBS and Essbase), SPSS modeler, SharePoint, Tableau, Anaplan, SnapLogic (ETL tool), or Javascript experience a plus
- Flexibility, strong interpersonal, analytical, technical and problem solving attributes
- Expertise in data modeling and Reporting tools
- Experience or knowledge of Agile Scrum
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Financial Analyst, Senior Resume Examples & Samples
- BS/BA in Finance, Business Administration or related discipline
- 2 to 4 years of experience in a related field (Finance, Accounting, Business)
- Attention to detail; quality orientation
- Strong financial modeling skills; in-depth knowledge of Excel
- Seasoned collaborative and interpersonal skills to work effectively with teams
- Master’s Degree in related discipline or MBA
- Experience in telecommunications industry
- Aligning Performance for Success
- Building a Successful Team
- Building Trust
- Continuous Learning
- Contributing to Team Success
- Follow-up
- Formal Presentation
- Gaining Commitment
- Managing Work (includes Time Management)
- Meeting Leadership
- Meeting Participation
- Planning and Organizing
- Quality Orientation
- Technical / Professional Knowledge and Skills
- Lives Cox Values
65
Financial Analyst, Senior Resume Examples & Samples
- Manage and perform rigorous analysis of operational and financial impact of potential transactions and valuation analysis (comparable companies, precedent transactions, discounted cash flow, and related investment returns)
- Provide analytic support in planning and executing of strategic growth initiatives spanning all facets of the M&A process, including identification, assessment, due diligence, negotiations, and closing
- Participate in and assist with preparation for meetings and due diligence sessions with target company management and external investment advisors (e.g., investment bankers, lawyers, and accountants)
- Lead financial and operational due diligence analyses of target companies and identifying and cross-functionally resolving key deal issues
- Develop and present memoranda, presentations, and detailed financial analyses to senior management
- Research, review, and screen potential acquisition and partnership opportunities
- Support adhoc projects (e.g., prospect pipeline, tracking prior investments, etc.) and other administrative tasks to enhance the group’s infrastructure and improve connectivity with HCP business operations
- Enhance organization reputation by accepting ownership for accomplishing new and different requests, and exploring opportunities to add value to job accomplishments
- Bachelor’s degree in Economics, Finance, or related analytical field from a top undergraduate program preferred
- 2-5 years of transaction-oriented analytical experience. Prefer experience from M&A group at a leading investment bank, corporate development department, or comparable experience
- Must have significant direct transaction / valuation experience
- Financial / analytical skills: strong quantitative background; detailed knowledge of financial statements and valuation methodologies; ability to create detailed financial and operational models (“zero-defect analyses”)
- Presentation skills: comfortable assembling detailed analyses and comprehensive strategic rationale in PowerPoint
- Communication skills: ability to research, synthesize, and concisely convey work plans, analyses, and transaction rationale. High energy and ability to thrive in a very fast-paced environment with multiple stakeholders
- Management skills: able to drive multiple pieces of work forward simultaneously. Able to effectively coach and mentor junior teammates
- Self-starter with ability to think and work independently and problem solve
- Strong communicator and relationship builder with the various stakeholders in a given transaction
- Extremely proficient in Excel, PowerPoint, and Word
- Experience with physician group acquisitions or in the managed care environment would be a plus
- Willingness to travel (up to 20% of time)
- Personal values in line with DaVita's values of Service Excellence, Integrity, Team, Continuous Improvement, Accountability, Fulfillment & Fun
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Financial Analyst Senior Resume Examples & Samples
- Education: Bachelor’s Degree (accredited) in Accounting, Business Administration, or in lieu of degree, High School Diploma or GED (accredited) and 4 years of relevant work experience
- Experience: Five years previous experience (in addition to education requirement)
- Required: Project accounting / analysis experience
- Preferred: 10+ years in a senior accounting / analyst role or capacity
- Preferred: CPA/MBA designations
- Required: Hyperion (Essbase / Smartview) experience
- Required: Proficiency with PeopleSoft, Word, Excel, Outlook
- Preferred: Streamline software
67
Financial Analyst, Senior Resume Examples & Samples
- Conducts special economic studies and cooperates with other departments in the preparation of statistical studies
- Reviews revenue recognition and prepares billing schedules
- Analyzes financial plans and potential investments and evaluates their impact on unit objectives
- Ensures integrity of revenue by reviewing proper booking and de-booking of orders
- Tracks monthly deferral and revenue entities
- Assists with the quarter-end process and prepare reserve and deferred revenue schedules
- CPA or CMA a plus
- 8 plus years of experience with increasing responsibility
68
Financial Analyst Senior Resume Examples & Samples
- 4 or more years experience required
- Strong Excel and financial management software skills are essential
- Prefer degree in Accounting or Finance
69
Financial Analyst Senior Technical Specialist Resume Examples & Samples
- Continuous drive for improvement of forecasting accuracy
- Days Sales Outstanding (DSO) improvement initiatives
- Support DCAA audit requests
- Leading annual Long Range Plan (LRP) efforts
- Adhoc reporting focusing on business objectives and goals
- Supporting and partnering with individuals including the leaders across the business to provide value-added insight into the business through a thorough analytical approach
- Participate in an efficient and comprehensive process for developing financial plans (annual budgets, monthly re-forecasts and long-range strategic plans); linking analysis to the strategic objectives
- Prepares a monthly reporting package for the executive leadership that includes earnings analysis, selected financial statements, and insights into key business trends
- Analysis of key financial indicators including Bookings, Revenue and Profit
- Bachelors Degree with 12+ years of experience
- Ability to operate independently as well as effectively establish solid working relationships with management and functional departments
70
Financial Analyst, Senior Resume Examples & Samples
- 10+ years of experience with accounting or auditing, including federal consulting
- Knowledge of financial statements focusing on federal accounting, including general ledgers, such as USSGL
- Knowledge of accounting focusing on government accounting standards and audit standards or practical field work in governmental accounting or auditing
- Experience with financial audits
- Experience with government general fund and working capital funds and financial management practices or business processes
- Experience in the FIAR community
- Knowledge of the compilation and reporting of federal financial statements
- Ability to lead and execute concurrent tasks
- Possession of excellent technical, analytical, and problem-solving skills
- CPA License, CDFM, or CGFM Certification
71
Financial Analyst, Senior Resume Examples & Samples
- Consistently exhibits behavior and communication skills that demonstrate HealthCare Partners’ (HCP) commitment to superior customer service, including quality, care and concern with each and every internal and external customer
- Obtains a thorough understanding of medical and operating infrastructure of each region’s operations to be able to proactively analyze and identify opportunities for cost savings and revenue enhancements. Regularly meets and interacts with regional teams or other applicable internal constituencies in reviewing historical operating results and to proactively identify and analyze potential revenue enhancement and cost saving opportunities in the medical and operating expense areas
- Performs a variety of pro forma financial and operating analyses as requested by regional teams to support potential proposals
- Generates various reports of financial and operating data as requested by regions or as necessary to assist regions in better understanding issues underlying data requests
- Works with regions and other applicable Finance departments to effectively analyze sources of significant budget variances and fluctuations in medical and operating expenditures. Meets with regional teams to review results and develop recommendations for necessary follow-up
- Reviews and understands fluctuations across regions in delivering cost of care of given specialties (supplementing existing specialty cost analysis reporting) and variations in cost of care of key institutional services. Differentiates impact of rate versus utilization variations
- Performs and executes other financial and operational analyses as requested by Finance or regional management
- Performs additional duties as assigned
- Knowledge of Microsoft applications (Excel, Access)
72
Financial Analyst, Senior Resume Examples & Samples
- Experience with providing Navy
- Specific budgeting and financial management services onsite at a government facility
- Experience with working on a team in a Multi-disciplinary, collaborative environment
73
Financial Analyst, Senior Resume Examples & Samples
- 3+ years of experience with accounting or audits
- Knowledge of financial statements for federal accounting, including General Ledgers (USSGL)
- 3+ years of experience with federal consulting preferred
- Knowledge of financial management practices or business processes
- Knowledge of the compilation and reporting of federal financial statements (FSCR)
- Possession of excellent technical, analytical, and problem solving skills
- CDFM or CGFM Certification
74
Financial Analyst Senior Resume Examples & Samples
- BS degree in Finance or Accounting is required
- 3-5 years financial analysis experience, displaying a record of increasing levels of responsibility
- Solid knowledge of finance/accounting principles and concepts and automated systems (i.e. Oracle and Hyperion SmartView)
- Knowledge and experience in monthly close, account reconciliations, journal entries, complex revenue streams, and revenue share agreements
- Strong knowledge of finance and accounting automated systems
- Ability to build and modify Excel models
- Strong excel skills, including experience in working with pivot tables and large databases
- Analytical thinker, flexible problem solver and team player with ability to multi-task several important priorities simultaneously
- Strong oral and written communication skills with the ability to effectively interact with all levels within the organization
- Self-motivated to proactively identify issues/relationships and also offer solutions/alternatives
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Financial Analyst / Senior Analyst Resume Examples & Samples
- Prepare monthly and quarterly financial reports for business with variance analysis and commentary
- Support monthly accounting close, as well as monthly forecasting and annual planning processes
- Support capital spending requests for the business and performance tracking for completed ventures
- Create tools and processes that maximize efficiency and accuracy for all routine reporting requirements
- Champion development of knowledge processes to help leaders improve their understanding of key value drivers for the business and make better decisions based on this enhanced knowledge
- Identify and pursue value creating opportunities based on in-depth analysis of business performance and benchmarking. Organize and present insights and opportunities
- Be a leader in understanding and leveraging the new technologies for use in reporting and analysis
- Mentor junior analysts by sharing knowledge of financial analysis and technical skills
- Bachelor’s degree or higher in Finance, Accounting, Economics or Business
- Minimum 3 year experience in financial analysis and reporting
- Experience with Microsoft Office Suite; including Excel, PowerPoint, Outlook and Word
- Experience in the paper, packaging or forest products industry
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Financial Analyst, Senior Resume Examples & Samples
- 5+ years experience required with the following
- Finance / accounting
- Excel, PowerPoint, Oracle and Cognos TM1 Planning and Reporting
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Financial Analyst, Senior Resume Examples & Samples
- Own analysis and forecasting of financial and operational results for strategic decision-making, including providing data-based guidance to Regional Vice President of Operations
- Researches and evaluates industry, economic, financial, and market trends to prepare regional short, medium and long-term financial plans
- Analyzes and explains variances to plan and prior year, which includes developing recommendations to close any underperformance to plan
- Prepares financial models for making strategic and operational decisions related to acquisitions, divestitures, new store locations, capital expenditures, or sales of assets
- Prepares explanations for monthly business reviews through data mining from various systems
- Develops and implements financial basic training for field team, including how to interpret and impact income statement, cash flow and balance sheet results
- Minimum 2-4 years of analytical experience to include modeling and forecasting
- Expert in analyzing large data sets, including familiarity with Cognos, TM1, SQL or Hyperion
- Intermediate to advanced experience with Microsoft Excel, and strong use of other Microsoft products
- Distribution experience a plus
- Occasional travel as needed
- Certifications: none required
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Financial Analyst, Senior Resume Examples & Samples
- 8+ years of experience with DoD finance, project management, or contracts management
- 8+ years of experience with implementing, managing, and monitoring project activities
- Knowledge of DoD budget, accounting, or contracting processes
- Experience with Microsoft Office, including Excel at the expert level required
- Ability to develop and implement tailored financial and project management solutions
- BA or BS degree required
- Experience with working on Navy projects
- Knowledge of DAR and FAR and other applicable government regulations
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Financial Analyst Senior Resume Examples & Samples
- Supports FP&A Manager with all data reporting needs
- Be the point of contact for your dedicated Segment leading monthly financial reviews and assisting internal customers in understanding financial performance
- Drive Annual Operating Plan and periodic updated estimates for all regions
- Partner with Reporting team to create consistent, regular, accurate, harmonized financial reporting metrics
- Works with FP&A to create, streamline, and drive process automation
- Prepares daily Sales by Region and Category Report
- Ensures timely reporting of Daily Sales to Corporate
- Key role in Month-End/Quarter-End Closing Process
- Drive rolling forecasts and track / measure conformity to Operating Plan
- Variance analysis / operational correspondence in a timely fashion
- Participates in annual budget creation
- Performs other ad hoc assignments
- BS in Finance or Business Preferred
- Minimum 5 years of experience in FP&A in multinational companies
- Critical thinking and problem solving ability: synthesize findings from analysis and draw conclusions
- Skilled in problem resolution and providing best practices solutions
- Effective at performing detail oriented tasks, and data analysis
- Able to identify, manage, and lead business improvement projects
- Exceptional written and verbal communication skills to manage across functions at various levels
- Strategic knowledge transfer; both tacit and explicit
- Able to work independently as well as within a team setting
- Strong facilitation and negotiation skills leading to managing and prioritizing various departmental needs
- Microsoft Excel (Intermediate to Advanced Level)
- Proficiency in HFM and SAP
- Proven track record of learning new systems/processes quickly and efficiently
- Self-motivated individual with the desire to succeed and motivate others
- Bilingual in English and Spanish is highly desirable
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Financial Analyst Senior Resume Examples & Samples
- Responsible for Channel monthly close process – timely, insightful analysis on price, mix, volume and productivity. Will require balancing multiple timeframes and comparisons (Operating Plan, Prior Year, Forecast). Regularly present results to Finance Director
- Analyze and provide insight to process improvements for financial metric reporting. Collaborate with NA FP&A team
- Partner with cross-functional teams (i.e. Channel, Supply chain, Accounting) in order to develop accurate financial forecasts
- Review and analyze data in order to prepare OP plan. Work with Channel Marketing Managers in developing plan aligned to business objectives
- Lead the annual standard cost roll impact process for both US Retail & US Commercial
- Manage the ALL Customer database
- Work as Channel lead in assembling quarterly review reporting initiatives (i.e. HWTW)
- Complete ad hoc financial reporting, as requested
- Complete special projects, as requested
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Financial Analyst Senior Resume Examples & Samples
- Provide financial analysis and management reporting specific to Daily Sales & Orders, Standard Margin, Government Reporting and E&O Inventory
- Partner with GTS Group finance and business leads to assist in developing operating plans, forecasts, performance reporting, and variance explanations for the P&L, balance sheet and cash flows
- Lead monthly close in development of close calendar, reporting package, and non-financials analysis
- Partner with Group FP&A & Commercial/Retail teams to coordinate monthly Sales/Margin Updates & Executive S&OP Presentations
- Evaluate financial implications of specific business decisions, risks and opportunities, and advise management accordingly to ensure financial performance is achieved
- Work with management to identify trends and opportunities for improving effectiveness and efficiency within their respective areas
- Implement and/or improve standard performance reporting for measurement against established financial commitments
- Identify and share best practices within the GTS Group and broader Stanley Black & Decker community
- Strong critical thinking and analytical skills with a focus on attention to detail
- Ability to communicate effectively, articulate ideas & results of financial analysis, and provide actionable recommendations
- Good organizational skills and the ability to manage several tasks concurrently
- Strong working knowledge of Microsoft Excel & PowerPoint
- Solid systems knowledge (Hyperion and SAP experience is a plus)
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Program Financial Analyst Senior Resume Examples & Samples
- Acts as key technical expert on financial analysis issues, concerns, and special projects
- Interfaces with top management, responding to their requests for financial data
- Prepares special reports and financial studies for management and alerts them to significant variances to plan
- Conducts and may Principal audits
- May provide work leadership for lower level employees
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Financial Analyst, Senior Resume Examples & Samples
- Collaborate with key organizational stakeholders to apply and improve existing practices to ensure effective G&A expense management
- Serve as a trusted partner and strategic advisor to business leads in managing their teams’ budgets
- Leverage understanding of financial statements, financial modeling, and a hypothesis-based approach to identify, validate and quantify opportunities
- Identify cost savings opportunities and drive expense management initiatives with cross functional teams
- Demonstrate aptitude for critical thinking in complex situations with the ability to synthesize ambiguous data into concrete results
- Convey findings in a cohesive story and present comfortably and compellingly to team leadership
- Support special projects for the lane, including structuring the work, driving the right set of analyses and presenting the conclusions to manager
- Attend team meetings, phone conferences and training events as needed
- 3-6 years of experience required, preferably in a Finance or corporate strategy function of a large organization, or a top tier management consulting or financial services firm
- Complete proficiency in Microsoft Excel, PowerPoint, and working knowledge of other MS Office products
- Demonstrated ability to think strategically by leveraging quantitative analysis to derive insights from the data
- Willingness to travel up to 10% of the time
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Financial Analyst Senior Resume Examples & Samples
- Provides financial support to the Division President and each division department head
- Aids in preparation of the 3 year strategic plan, annual plan for the division and regular updates for those plans
- Creates, maintains, and reports on the margin expectations for the division
- Generates financial proformas and sensitivity analyses for prospective land purchases
- Assists with the monitoring and maintenance of land development budgets
- Maintains and monitors production universe and cycle time analysis to ensure forecasted results are achievable
- Creates and maintains pricing strategies for all homes being sold in the division
- Analyzes competitors’ pricing/feature changes and presents recommended changes for each of the division’s
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Financial Analyst, Senior Resume Examples & Samples
- Supports FP&A through the asset Construction-in-Progress (CIP) and Capital setup process through improved accuracy and compliance of critical data fields in the PPM tool
- Responsible for the budgeting, reporting, forecasting and analysis of Labor Capitalization in support of FP&A planning, Technology and the Capital allocation process
- Supports the Technology Finance group through improved reporting and analysis to increase the levels of oversight and accuracy of CIP account balances
- Provides CPMO, Category Finance leads and Field OSSS groups with standard and ad hoc reporting of project In-Service and Asset Location data to facilitate timely asset setup and commencement of depreciation expense
- Develops annual Depreciation and Amortization budgets for the Long Range Planning (LRP) process and provides revised estimates at each quarterly forecast
- Conducts planning sessions with CEI Tax Group to identify and forecast Internally Developed Software tax benefits with impacts to Working Capital
- Prepares regular and ad hoc managerial reporting of Construction in Process balances and baselines
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Financial Analyst, Senior Resume Examples & Samples
- Develop a quarterly “Investor Relations” deck that analyzes Cox Communications’ year-over-year financial and operational performance to assess the health of the business. Communicate and present findings to senior leadership
- Prepare a quarterly analysis to compare Cox Communications’ financial and operational performance with our MSO peers. Partner with Marketing, Strategy, and other internal teams as relevant to integrate Earnings Call highlights and key Strategies into the analysis. Provide actionable information and present the comparative analysis to senior leadership
- Prepare a quarterly scorecard that highlights key metrics for Cox Communications, our peers, and competitors and distribute to internal business partners
- Complete an annual Return on Invested Capital analysis to assess Cox Communications’ historical and future performance relative to our peers and present results to senior leadership
- Incorporate external analyst information and Cox Communications’ internal expectations to develop a comparative view of growth in financial and operational performance to assist with annual target-setting process
- Comprehensively understand Cox Communications’ and Peers’ strategies along with operational/financial performance through review of analyst reports, developing partnerships with external analysts/peers, and integration with internal business partners
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Financial Analyst Senior Resume Examples & Samples
- Responsible of the preparation and analysis of the franchise’s forecasts Segment Profit, EBITDA and DCF including
- Revenues including volume, pricing, rates, agreement reviews, etc
- O&M and G&A Expenses; and
- Reviewing depreciation, supporting groups allocations and other impacts
- Perform analysis of the Franchise’s forecasts and prepare materials for Franchise reporting, including
- Analysis of volumes, pricing or other operating metrics, as necessary
- Analysis of O&M, G&A and other expenses
- EBITDA and DCF variance analysis; and
- Presentations to Franchise, OA and enterprise management
- Monthly financial results analysis and preparation of monthly reports
- Prepare presentations for Operating Area leader and other OA management, as necessary
- Respond to questions regarding Franchise Area financial performance and forecast
- Serve as a subject-matter expert for financial issues for the Franchise
- Support FP&A department responsibilities as needs arise
- Six (6) or more years of related experience, including financial forecasting and financial analysis
- Experience working with senior management and reporting financial analysis and results to others
- Experience with Microsoft Office tools, especially Excel and PowerPoint
- Experience with GAAP accounting and financial reporting
- Experience with the midstream gathering and processing industry and/or regulated interstate gas pipeline
- Strong analytical, problem-solving, financial analysis and financial reporting skills
- Accounting principles knowledge
- Self-motivated and hard-working, with a drive for results
- Ability to work independently with minimal supervision or direction
- Ability to translate data into meaningful information
- Ability to prioritize and manage multiple tasks
- Ability to comfortably interact and clearly communicate with individuals at all levels in the organization
- Ability to develop knowledge of the midstream gas gathering & processing business and regulated interstate gas pipeline transportation
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Financial Analyst, Senior Resume Examples & Samples
- Conducts research and analysis of financial data needed in planning, budgeting/forecasting, cost control, cost avoidance and development of metrics to provide informed recommendations to leadership across CCI Field Services and Business Operations in setting and realizing cost objectives, and identifies emerging financial trends; The primary client for this position is CCI Field Services
- Prepares regular and special financial reports for CCI Field Services
- Works cross functionally with internal and external stakeholders for delivery of analyses and projects. Specifically working with stakeholders across Field Services, Product, Business Operations, IT and FP&A
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Financial Analyst, Senior Resume Examples & Samples
- Perform rigorous analysis of operational and financial impact of potential transactions, contracts, and partnerships, including valuation analysis (comparable companies, precedent transactions, discounted cash flow, and related investment returns)
- Provide analytic support in planning and executing strategic growth initiatives
- Predict emerging customer needs and develop innovative solutions to meet them
- Solve unique and complex problems with broad impact on the business
- Identify opportunities and manage active deal pipeline
- Participate in and assist with coordinating meetings and due diligence sessions with target company management and external investment advisors (e.g., investment bankers, lawyers, and accountants)
- Evaluate alternative payment models (e.g., bundled payments, capitation)
- Understand upcoming policy changes to healthcare landscape (e.g., legislation, CMS requirements and programs)
- Effectively communicate the findings, value, and impact of various analyses
- Develop and present memoranda, presentations and detailed financial analyses to senior management
- Research, review and screen potential partnership opportunities
- Document scope-of-work requirements, ongoing partnership strategies, and project deliverables to advise department managers on partnership and network performance
- 1-2 years of transaction-oriented or other rigorous analytical experience. Experience or summer internship from M&A group at a leading investment bank, corporate development department, or comparable experience a plus
- Management skills: able to drive multiple pieces of work forward simultaneously
- Proficient in Excel, PowerPoint, and Word
- Consistently exhibits behavior and communication skills that demonstrate DaVita’s commitment to superior customer service, including quality, care and concern with each and every internal and external customer
- Uses, protects, and discloses DaVita Medical Group patients’ protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards
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Financial Analyst Senior Resume Examples & Samples
- Support the National Accounts (Retail, Enterprise, Corrections) & Industry Vertical (Banking, Government) Sales teams in driving profitable organic growth for the business
- Partner with the Regional Finance Leaders to support growth efforts in local markets – leveraging national perspective and Commercial best practices across the entire organization
- Provide sensitivity analysis and scenario planning support for all large RFP proposals – highlighting both risks & opportunities associated pursuing said opportunity
- Provide detailed margin analysis of quoted sales opportunities and partner with the Sales team to ensure jobs are appropriately scoped and financial goals are achieved
- Analyze financial costs and benefits for customer incentive opportunities to drive organic growth
- Understand key drivers in US Adjusted Gross Margin (AGM) and create | maintain analytical tools to improve forecasting processes and streamline monthly review of results
- Utilize Business Intelligence (BI) reporting tool to create reports |drive data analysis with business partners
- Establish operating routines with partners including standard reporting, metrics, and rhythms. Actively pulse business partners to monitor progress to monthly objectives
- Actively participate in process improvement projects to gain efficiencies in reporting and forecasting cycles
- Provide financial support, as required, for new initiatives and ad hoc data requests
- Participate and lead strategic projects aligned to Finance goals of driving continuous improvement
- 5-7 years work experience in a similar or financial-based role
- Bachelor’s Degree Required (Business, Finance, Accounting, etc)
- Proficient in Microsoft Office Suite, especially Excel and PowerPoint
- Experience with SAP, HFM, Business Intelligence and/or Cognos a plus
- Strong analytical skills with ability to understand and develop insights from complex business and market data from multiple sources
- Ability to see the big picture while collecting information and analyzing trends
- Comfortable working cross-functionally with various functional leaders
- Demonstrates true leadership qualities: Respect, Accountability, Integrity
- Strong teamwork and collaboration skills
- Ability to work independently, effectively prioritize and manage projects to deadlines
- Excellent oral and written communication skills; comfortable presenting and communicating new ideas to various levels of the organization
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Financial Analyst Senior Resume Examples & Samples
- Assist in the timely preparation and review of monthly financials including variance analysis, metrics and business review decks
- Assist monthly business reviews with the business leaders
- Prepare monthly forecasts and analyze trends in sales, revenue, expense, general business conditions and other related areas
- Partner closely with the Business Accounting Group to ensure booking accuracy. Provide regular feedback and assist in accounting process and initiatives
- Problem solving is expected and frequent and requires analysis and evaluation to resolve issues. Must be able to define issues, collect data, establish facts, and draw valid conclusions
- Works from oral or written instructions and a variety of complex specifications, technical data, production documents, and financial/accounting documents and information
- Regularly engage in FP&A process improvement activities which include reporting automaton, streamlining and other initiatives to reduce turnaround time and improve accuracies
- Work with internal Process Improvement Group to identify and track operational savings opportunities
- Ensure all financial reports are accurate and prepared in accordance with generally accepted accounting principles and business unit procedures
- Education: Bachelor’s Degree in Finance or Accounting
- Minimum # years’ experience required: Five
- Type of work experience required: Financial Analysis in an production operation facility
- Supervisory/Management experience required: NA
- Excellent written and verbal communication skills. Comfort to communicate with management at all levels
- Ability to train and mentor other team members as necessary on MS Office Excel
- Education: MBA
- Certifications: CPA
- Experience: SAP experience
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Financial Analyst Senior Resume Examples & Samples
- EVMS support
- WBS/charge number establishment and maintenance
- Maintain EVM controls (i.e. budget logs, CAP reports etc)
- Ad hoc business support as required
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Financial Analyst, Senior Resume Examples & Samples
- Data collection, organization, and analysis including income, expenses, losses, taxes, investments and income
- Maintenance of journal or subsidiary ledger
- Analyze and reconcile accounts with operating unit reports
- Assist Finance Manager with
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Financial Analyst, Senior Resume Examples & Samples
- Analyse business and financial data to support strategic business decisions
- Financial/Budget Responsibility: BU(s) Sales, Orders & OPEX
- SOX, Group Policies, and local regulation compliance
- Prepare monthly, weekly and daily management reports that include P&L forecasting reports and daily revenue / orders / backlog reports
- Analyse performance metrics to identify key drivers for expenses, revenues and business risks, including profitability and pricing analyses
- Perform actual verses budget / forecast variances and generate variances report for management
- Assist in preparing weekly/monthly financial forecasts and yearly financial budget
- Improve financial forecasting model to support financial forecasting and planning processes
- Provide financial analysis support to various functions when needed
- Assist in managing business activities according to the operating plan to generate more profit
- Prepare business reports and perform ad-hoc financial analysis to support business operations
- Liaise between finance and non-finance teams to support data collection, cross company initiatives, infrastructure development and process improvements
- Work with Business Managers to compare monthly performance with projected targets and to draw business conclusions
- Evaluate financial and business performances to provide appropriate improvement solutions
- Review all financial activities and provide feedback on improving financial modelling
- Work closely with the country Controllers and Regional/Global FP&A Groups to build standard work and work on process improvements
- Bachelor's Degree in Accounting or Finance
- 3 years of experience in similar FP&A Financial Analyst position
- 5+ years of experience in similar FP&A Financial Analyst position
- MBA preferred but not required
- Experience in a global manufacturing environment highly preferred
- Ability to read, analyse and interpret financial procedures
- Ability to write reports, business correspondence and procedure manuals
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Financial Analyst Senior Resume Examples & Samples
- Participates in Financial Planning & Analysis Consolidation Function for two Finance Groups, representing ~$1.8B in annual revenue for Fiserv
- Participates on monthly close and forecast calls to understand, challenge, and ensure reasonableness of key variances to plan and prior forecasts
- Responds timely to BU and Corporate requests for support and additional information
- Supports creation of annual and multi-year strategic plans
- Supports Global Finance initiatives and M&A due diligence as needed
- Establishes and leverages relationships with Finance peers across supported BUs and with Corporate to help perform job duties
- 6 yrs business related experience in fast paced, demanding finance environment
- Bachelor's Degree in Accounting / Finance
- 6 yrs progressive advanced MS Excel and MS PowerPoint experience
- Hyperion, Oracle or other common large scale ERP
- MBA, or MBA track preferred
- SAP, BPC, and/or SAP Business Analyzer experience
- 180-Day Accomplishments
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Financial Analyst Senior Resume Examples & Samples
- Performs technical analysis to determine present and future financial performance
- Meets with organizational unit/department managers to discuss and establish timelines and methodologies for completing budgets
- Researches and compiles data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations
- Tracks revenue and expenses on a monthly basis, comparing actual to forecasted figures and makes necessary adjustments
- Prepares reports for management summarizing results of research, analyses and evaluation of any discrepancies
- Excel skills required
- Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards
- Communicates ideas both verbally and in written form in a clear, concise and professional manner
- Analytical, audit and statistical examination skills
- Attention to detail, accuracy and confidentiality
- Demonstrated ability to plan and accomplish work to ensure critical/tight deadlines are met
- Ability to create spreadsheets and demonstrated proficiency in the use of Microsoft Office and accounting software
- Ability to establish and maintain effective working relationships with employees, clients and public
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Financial Analyst, Senior Resume Examples & Samples
- Experience with conducting quantitative analysis
- Experience with Microsoft Office, including Excel, Word, and PowerPoint
- TS/SCI clearance with a polygraph required
- HS diploma or GED and 4 years of experience in a professional work environment or BA or BS degree
- Experience with the advanced use of Microsoft Excel, including developing custom pivot tables for data analysis and reporting
- Experience with performance management
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Financial Analyst, Senior Resume Examples & Samples
- Works with the project team to optimize the design and structure of subcontracts
- Ensures that the subcontracts placed reflect the requirements of the business
- Ensures all subcontracts entered into by CWC are on terms and conditions and where appropriate at prices acceptable to CWC
- Manage subcontract risks
- Negotiates subcontracts with suppliers
- Manages subcontract claims and variations received/issued by CWC
- Management of subcontracts post contract award through the full development life cycle (design, manufacture, test, acceptance) ensuring subcontractors deliver to agreed requirements and schedule
- Develops appropriate reporting and subcontract management processes for projects
- Interacts with all levels of the organization
- Advises management and staff on the practical and necessary steps to ensure corporate processes are followed
- Provide advice and guidance to business as required
- Further education, A-Level minimum or equivalent and/or ability to demonstrate competence to successfully carry out the requirements of the role
- Extensive (anticipated at least 5 years) commercial contracts and contract/subcontract management experience
- Ability to review, draft and negotiate subcontract terms and conditions
- Experience of negotiating claims and variations to contract with subcontractors
- Knowledge of contract law
- Exceptional negotiation and influencing skills
- Good knowledge of contract & subcontract terms and conditions and application in bids
- Must have strong problem solving and planning skills
- A strategic individual with good judgment and strong professional and ethical standards
- A well-organized individual who can relate to management, line workers, government officials, customers, and visitors
- Leadership -- a demonstrated ability to lead people and obtain results through others
- Flexible, as some out of hours and weekend working may be required. Some domestic and foreign travel may also be required
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Financial Analyst Senior Resume Examples & Samples
- Analyze financial and operational information to assess, interpret, and predict business performance to support management decisions
- Analysis of project revenue and costs, and capital and operating expenses
- Prepare variance reports comparing actual results to budgets/forecasts
- Develop and distribute management financial reports. Furnishes internal reports, revises and updates reports to be more useful and efficient, and furnishes external reports as necessary
- Develop and use financial analysis models
- Establish long-term and short-term financial plans, budgets and forecasts
- Manage the budget development process
- Prepare financial models, due diligence and other documentation to support capital investment decisions, including mergers and acquisitions
- 5 - 7 years of experience in accounting and finance with minimum 3 years direct experience in financial planning and analysis required
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Financial Analyst Senior Resume Examples & Samples
- Maintain the accuracy and integrity of the accounting system
- Collect and analyze all plant operating data, and manage month end close activities
- Support the development of annual budget and monthly forecasting
- Lead the physical inventory and fixed asset physical
- Lead Excess & Obsolete (E&O) inventory analysis and support Operations team to reduce E&O risk
- Participates on productivity teams that contribute to cost saving objectives
- Supports the annual standards cost roll process per company’s policy
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Financial Analyst, Senior Resume Examples & Samples
- Prepare forecasts and budgets for residential national and field sales operating expenses
- Monthly reporting, analysis and variance explanation
- Partners with accounting to resolve questions around month end actuals
- Conducts research and analysis of financial data needed in planning, budgeting and cost control to provide informed recommendations to leadership
- Creates, enhances, distributes and tracks financial models and reports
- Recommends and implements changes, analyzes and reviews submitted data and resolves questions and/or problems
- Assists in the measurement of annual budget and business planning process including the identification of trends and the development of measures to ensure budgets are followed
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Financial Analyst Senior Resume Examples & Samples
- Support the PT Operations Finance Mgr in developing operating plans, forecasts, performance analytics, reporting, and working capital management (DSI)
- Support the achievement of PT operational objectives (Productivity, OCOS vOP, working capital, capex, etc.)
- Summarize weekly Scorecard (fcst updates), highlighting major changes, risks & opportunities for management
- Validate worldwide budget and forecast information in BAR; Periodic adjustments/loading of info in BAR (as needed) and validation. Verify accuracy of balance sheet info and non-financial information (headcount, E&O) based on trends and quarterly targets
- Manage capex management; tracking and reporting (determining IRR, NPV, Payback, etc.)
- Manage inventory; tracking and reporting by location and region | Execution of DSI reduction action plans
- Manage productivity project tracking and reporting
- Perform Make vs. Buy or Make vs. Make analysis
- Implement, support and improve standardized reporting across PT business
- Provide all necessary ad-hoc support and analysis as requested
- Demonstrated problem resolution skills
- Must be detail oriented, with the ability to multi-task
- Understanding of operations metrics (unit fill rate, on-time delivery, recordable injury rate, quality metrics, etc.)
- Advanced Excel and PC skills with solid ERP systems experience (Hyperion and SAP experience is highly preferred)
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Financial Analyst Senior Resume Examples & Samples
- Masters degree, or foreign equivalent, in Business Admin, Accounting, Finance or related field & 3 yrs of controlling exp in large manufacturing company OR Bachelors degree, or foreign equivalent, in Business Admin, Accounting, Finance or related field & 6 years of controlling exp in large manufacturing company
- Per 20 CFR 656.17(h)(4), any suitable combination of education, training, or experience is acceptable
- Applicant must have professional work exp w/
- Utilizing SAP FI/CO PA & BW for reports, transactions, menus & shortcuts
- Utilizing MS Office apps for complex data mining & result oriented analysis
- Performing value based mgmt activities such as tiered profit margin analysis & break even analysis based on differentiation of fixed & variable cost elements
- Analyzing monthly results & cost development, determining variances of budget & root cause analysis, & recommending corrective actions
- Developing capital budgeting decision models, & utilizing NPV, IRR & Payback Period as criteria to determine the preferred solution amongst certain action alternatives
- Participating in cost reduction projects such as identification of potentials, coordination with the operational departments, evaluation of financial benefit of individual measures, follow-up on project progress & comparison of cost savings report to Plan or Prior Year
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Financial Analyst Senior Resume Examples & Samples
- Financial metrics reporting and analysis
- Assist the Controller in the preparation of the annual budget & quarterly forecast, analyze trends and/or variances in expense, capital expenditures and other related areas
- Conduct monthly & quarterly budget meetings with department heads
- Prepare & analyze monthly expenditures incurred against plan and forecasts and provide recommendations on how to control or reduce spending
- Prepares financial and business related analysis and research in such areas as financial and expense performance, rate of return, depreciation, working capital, inventory control and investments
- Challenges the status quo by enhancing the system and recommending modification to existing processes and methodologies with a constant focus on continuous improvement
- Assist with process improvement initiatives and business metrics development
- Develop concepts and models for general management improvement
- Recommends and develops strategies related to inventory management
- Works with Accounting Supervisor in researching root causes of inventory discrepancies by extraction data from the ERP systems and identifies areas for improvement
- Performs extensive analysis of inventory transactions and reports to identify, process, system and training deficiencies
- Understands and demonstrates the 6 core behavioral expectations: Communicative, Motivated, Responsible, Dependable, Inquisitive, and Accountability
- Detail oriented, with exceptional organizational and analytical skills
- Demonstrate leadership skills and abilities
- Demonstrate ability to formulate solutions and resolve issues in timely manner
- Familiar with ERP environment
- Must possess effective written and verbal communication skills
- Excellent customer services skills building effective cross-function partnerships
- Experience with Microsoft Office, including Outlook, Excel. PowerPoint and Word
- Financial analysis experience in a manufacturing environment required
- 10-15 years of experience required
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Financial Analyst Senior Resume Examples & Samples
- Advanced knowledge of finance & accounting principles
- Demonstrates strong verbal, written and interpersonal skills
- Demonstrates time management & organizational skills, with the ability to handle multiple priorities
- Demonstrates attention to detail
- Knowledge of PeopleSoft and/or Hyperion
- Leadership and coaching skills
- Demonstrates ability to think strategically
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Financial Analyst, Senior Resume Examples & Samples
- Obtains a thorough understanding of medical and operating infrastructure to be able to proactively analyze and identify opportunities for cost savings and revenue enhancements
- Prepares complex journal entries and maintains related supporting schedules and account analyses for HCP
- Prepares statutory reporting, quarterly and annual financial statements, reports and analyses, as necessary
- Identifies areas for streamlining processes involving staff and systems resources
- Provides support for year-end audit process
- Generates various reports of financial and operating data as requested to assist in better understanding issues underlying data requests
- Works to effectively analyze sources of significant budget variances. Participate in routine monthly meetings with the FP&A department to review and provide variance explanations for budget to actual variances
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Capital Recovery Financial Analyst, Senior Resume Examples & Samples
- Advising various departments and levels of management on forecasting and budgeting
- Preparing, reviewing and researching regulatorydecisions and filings
- Preparing and presenting variance analyses to management
- Forecasting capital revenue requirements and analyzing data for regulatory filings; strategizing on the best ways to balance recovery of costs and provide rate stabilityto customers
- MBA or other advancedfinance/business/accounting degree
- Strong writtenand communication skills
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Financial Analyst Senior, FP&A Resume Examples & Samples
- All SG&A Budget/Estimate Prep, Includes monthly analysis vs estimate and communication back to functional owners
- Assist with Hyperion planning Budget/Estimate loads for North America
- Monthly consolidation of Global Product Line report and preparation of the Global “pivot” (sales & margin details by sku)
- General data mining and analysis mainly sales related
- GKM oversight (new product review process) assign finance owners and assist with any general finance needs related to the process
- Assist with prep of Monthly commentaries & Qtrly analytics
- Various Journal Entries mainly related to payroll along with royalty accrual/payment & profit center allocations
- Various annual reports (Annual Survey of Manufacturers, US Domestic Production Activity, Commodity Flow, ELM Personal Property filing)
- Strong business management & leadership skills
- Demonstrated problem resolution skills; Ability to prioritize
- Able to meet deadlines in a high-paced work environment
- Ability to work in a matrix environment and build relationships with a variety of functions
- Strong PC and HFM skills mandatory (Excel, Powerpoint, HFM, Hyperion Planning, SAP, etc.)
- BS Degree with Acctg or Finance Major | MBA, CPA, other credentials helpful
- 5-8 years of experience in a dynamic large company environment (i.e. Multiple locations and International exposure)
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Financial Analyst Senior Resume Examples & Samples
- Bachelor’s degree required with a major in Accounting, Finance or Business with an emphasis in Accounting or Finance or related field
- CPA or equivalent certification required
- 5+ years of experience in accounting or finance which may include
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Financial Analyst, Senior Resume Examples & Samples
- Performs financial analysis - Develops enterprise financial and operational analyses, providing key insights into performance and identification of emerging trends. Includes revenue and direct cost analysis, and peer/performance comparisons. Provides analytical support for key performance indicators, as well as, forecasts/budgets and long range plans
- Performs data analysis - Gathers and compiles data used for identifying complex and dynamic business trends and provides recommendations. Develops construct/ framework to access and manipulate data from data systems and sources
- Performs modeling - Conceptualizes, prepares and presents advanced models, analyses and recommendations. Includes developing planning and analysis models that incorporate operational data to support driver-based, rate/volume analysis and budgeting
- Provides financial and operational consultative services through collaborative partnerships – Recommends, facilitates and implements changes; analyzes and reviews data and resolves questions and/or problems. Assists in policy development to support change initiatives
- Monitor and optimize business processes - Provides and reviews data to ensure both compliance and effectiveness of complex operational and financial processes, identifying anomalies and making recommendations
- Project Management – Facilitates partnership, coordinates stakeholder communication, and completes assignments to support project objectives. Oversees the completion of projects, including planning, assigning, monitoring, reviewing progress and accuracy of work, and evaluating results
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Financial Analyst Senior Resume Examples & Samples
- Reports directly to the Finance Manager
- Develop and maintain reports for monthly forecasting and reporting as well as the annual budgeting process
- Involved in the month end close process, including managing the land accounting as well as reconciling / reporting monthly unit activity to Corporate FP&A
- Work directly with Land Acquisition and Development team to maintain development budgets and ensure compliance with SOX controls
- Coordinate with Purchasing and Sales teams to build and to maintain current pricing strategies
- Provide support to the Division President and Land teams as part of the land acquisition due diligence process
- Work with Manager, FP&A to identify areas for cost savings and presenting those ideas to Division and Corporate management
- Perform ad-hoc financial modeling and analyses
- Other Corporate and Division projects, as needed
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Financial Analyst Senior Resume Examples & Samples
- This role partners directly with Product Line Owners to build the strategic plan and budget for their product lines
- The role has a lot of visibility to Senior Level executives and is a crucial voice in the planning process
- Direct partnership with product managers to understand and report financials
- Prepares monthly, quarterly and annual reporting for specific product line revenues within the Card Services division
- Supports creation of annual multi-year strategic plan
- Creates and maintains financial models used for forecasting product line revenues
- Ensures accuracy and transparency of reported and forecasted results
- Creates hypotheses and analyses to identify and recommend business process improvements that create efficiencies with own tasks and within the team
- Performs ad hoc analysis as needed
- Supports Card Services finance team as needed
- Minimum of 5 years business related experience
- Must be able to make decisions based on precedent and solve arising problems using sound professional judgment, experience, and conducting research
- Strong level of technical skills required to complete assignments
- Ability to communicate effectively, verbally and in writing
- Intermediate skill level on PowerPoint and Word
- Travel as required (~5%)
- MBA / CPA / other Finance or Accounting certifications
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Financial Analyst Senior Resume Examples & Samples
- Requires a BS/BA, preferably in accounting or finance
- 2 years (Analyst Sr.) or 3 years (Consultant level) or 5 years (Consultant Sr.) of general accounting, financial planning, management reporting, budgeting, forecasting and/or accounting financial reporting experience; or any combination of education and experience, which would provide an equivalent background
- Prefer healthcare experience - strongly prefer experience in Medicare
- Expert level experience in Excel is required for either level
- Intermediate to expert level in PowerPoint is required for either level
- MBA, CPA, CMA, FSA, and/or CFA preferred
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Financial Analyst, / Senior Analyst Resume Examples & Samples
- Analyze, prepare MIS reports to executive management on Inventory/Costing/Business Process
- Reconciliations between Hyperion and TE database for Inventory
- Data mining activities for the quality on Cost and Inventory
- Ensure timely and complete resolution of queries routed through mails for the internal customers with accuracy
- Mergers & Acquisition support
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Temporary Financial Analyst Senior Resume Examples & Samples
- Earned Value Management (EVM)
- Ability to prepare and present various types of reports to all levels of Management
- Strong Organizational skills. Attention to detail
- Ability to apply organizational, planning, management, problem solving & execution skills to multiple projects simultaneously
- Good command of written and verbal communication skills
- COBRA, Compass, SAP toolset knowledge
- Experience with DCMA oversight
- Extensive knowledge of developing & maintaining cost baselines
- Ability to multi-task and willingness to take on additional responsibilities as needed
- Experience working proposals
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Financial Analyst Senior Resume Examples & Samples
- Prepare and analyze monthly internal financial statements
- Prepare monthly forecasts and assist with preparation of annual budget
- Reconcile balance sheet accounts, revenue accounts and prepare monthly support schedules and account analysis
- Develop analytical tools to evaluate business unit financial results
- Assist management team in evaluating strategic plan metrics
- Work with Accounting Department during monthly general ledger close functions to the corporate office
- Assist management team by assembling and presenting any requested information necessary for the preparation of monthly financial statements
- Prepare necessary journal entries
- Develop pro forma income statements for new business opportunities
- Research GL entries as required
- Prepare income statements comparing actual to budget and conduct monthly review meetings with department heads and GMs
- Preparation of schedules and financial statements for internal and external audits
- Work with divisional HR Department to manage divisional payroll accounts
- Assist in streamlining and reducing the monthly general ledger close process
- Assist with development and implementation of accounting policy and procedures
- Responsible for special projects/reports as assigned. Assists payroll/benefits coordinators during regular payroll processing, as needed. Provides support to the Physician and midlevel providers regarding payroll concerns. Prepare monthly/quarterly reports
- Five or more years experience as a Senior Accountant or Financial Analyst in a multi-company, multi-location environment helpful. General ledger close for multiple entities, forecasting, financial reporting, account analysis and account reconciliation experience required
- Oracle experience preferred. Strong Knowledge of Excel, Access and Word required
- Must have effective oral, written and interpersonal communication skills. Must be a self-starter and have the ability to develop analysis of accounts and financial statements with limited supervision
- Ability to work with others in a high volume fast paced environment
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Financial Analyst, Senior Resume Examples & Samples
- 5+ years of experience with accounting or audits, including federal consulting
- Knowledge of financial statements for federal accounting, including comprehension of general ledgers, such as USSGL
- Knowledge of government accounting standards and audit standards or practical field work in governmental accounting or auditing
- Experience with government General Fund and Working Capital Funds and financial management practices or business processes
- Knowledge of compilation and reporting for federal financial statements
- CPA License or CDFM or CGFM Certification
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Financial Analyst Senior Resume Examples & Samples
- Experience in A/P and/or travel & expense reimbursement preferred
- Background in Finance/Accounting (3 - 5 years)
- Ability to create accounting journal entries
- Familiarity with MS Access
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Program Financial Analyst, Senior Resume Examples & Samples
- Bachelor's degree in Finance, Business Administration, Information Systems or other related business/technical discipline
- Four (4) plus years of combined experience in financial analysis, business process or systems analysis
- Secret clearance required
- Provides customer organizations with financial management project and support services such as monthly and weekly reports
- Provide meeting minutes
- Apply technical expertise and knowledge of other related disciplines to prepare budget, POM, Spend Plans and related funding packages for submission to the Business Office
- Support budget discussions with vendors providing support and maintenance services
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Financial Analyst Senior Resume Examples & Samples
- Implementation of Earned Value Management (EVM) techniques on projects and programs as defined by the ANSI/EIA-748 and EVMS company procedure
- Demonstrated understanding of Financial and Business systems and their relationships (Accounting, Earned Value, Scheduling, Manpower Planning)
- Development of contract budgets and schedules
- Perform analysis related to funding, staffing, spending, profitability and program
- Minimum 5 years of financial analysis and/or cost estimating experience within the Defense industry
- Proficiency with Program Financial Reporting, Estimates at Completion, and
- Utilization of Excel for Complex Formulas, Pivot Tables, Macro’s, Query’s, etc
- Accounting Systems and processes: General Ledger, AP/AR/Billing
- Use/Knowledge of Cost Point (Accounting System) and COBRA (Earned Value tool)
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Financial Analyst Senior Resume Examples & Samples
- Provide proactive thought leadership to support the firm in terms of sales/ asset analysis, competitive results and industry trends. Also,develop and present findings to senior management
- Preparation and enhancement of Monthly Management Reporting, outlining key firm initiatives, sales results, fund performance and industry trends by performing complex analysis
- Preparation of Board of Directors Reporting, outlining key firm results and prospective initiatives
- Develop/ Analyze firm KPI’s, by communicating with various business units and developing measurement metrics
- Drive efficiency and effectiveness by seeking out and executing on opportunities to automate/improve processes
- Provide mentorship and guidance to the financial analyst and co-op and assist with review of select reports
- Design new reports and analytics to address needs of the business and proactively anticipate future requirements, including management reports
- Proactively seek out opportunities to drive the business forward
- More than 3 years of experience working in a financial role
- Experience in financial analysis, modeling and reporting (financial services industry experience an asset)
- University degree with a focus in business (accounting, economics, commerce, finance or mathematics / statistics preferred)
- Completion of or working towards CPA/CA, CPA/CMA, CFA or MBA
- Strong knowledge of Microsoft applications, especially in Excel and PowerPoint
- Excellent communication skills with the ability to translate complicated financial concepts into business terminology and effectively present to senior management
- Ability to develop complex financial models, conduct complex analysis, and communicate results in written and verbal formats
- Change advocate with a passion for process improvements
- Manage relationships across the full spectrum of management levels
- Ability to influence/convince others, adapt recommendations/presentations to suit a particular audience and respond to questions/objections successfully
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Business Financial Analyst, Senior Resume Examples & Samples
- 6+ years of experience with financial analysis
- 4+ years of experience with managing defense programs
- 4+ years of experience in a DoD environment
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Financial Analyst Senior Resume Examples & Samples
- Support the Strategic Business Unit Mgr in Analyzing and Providing insightful SBU financial reports, New Product Development reporting and global presentations
- Support SBU monthly close process, analysis of profit and loss, Quarterly Forecast, annual strategic plans, Operating plan and assist with short/long term performance recommendations
- Develop quantitative analysis/financial modeling to provide insight on driver of profitability
- Provide leadership with analysis and actionable recommendations
- Participate in the pricing and costing of New product launches
- Effectively manage multiple priorities within a broad team of cross-functional and cross-regional members
- Provide financial support on SG&A expenses (reporting, analysis, tracking of spend, etc.)
- Implement, support and improve standardized reporting across business
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Financial Analyst / Senior Financial Anlayst Resume Examples & Samples
- The financial and analytical support includes, but is not limited to: Management and development of key monthly reports, Manage and perform activities related to the monthly close process
- Develop forecasts and annual plan for the cost centers
- Collaborate with leadership to prepare strategy and business cases, Develop short term and long term strategies to improve profitability of company assets
- Ad hoc analysis on various initiatives, guided towards improving the bottom-line and the company's return
- Provide financial and analytical support for projects requested by Senior Management
- Support FFM on monthly financial close process, to include: Prepare invoices, journal entries, account reconciliations, etc
- Review of P and Ls to ensure appropriate accounting at the location level
- Analysis of monthly and YTD operations performance to explain budget, forecast and prior year variances
- Support the FFM in recurring financial reporting, including: Forecasting, Business Plan development, A/R collections, Work as a liaison between vendors and shared service center to resolve payables issues, Perform ad hoc analysis, metric reporting to include: Tracking of margin improvement initiatives, Completion of monthly operating scorecard, Analytical support for executive level presentations
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Financial Analyst Senior Resume Examples & Samples
- Responsible for the analysis of the company’s debit/credit fees, including budgeting, forecasting, monthly accounting, as well as monitoring, calculating and comparing prices by network to be used for optimal routing purposes
- Identifies cost saving opportunities as it relates to debit/credit fees, routing and contractual obligations
- Provides analytical support for various cash flow, peer, credit ratio analyses as well as various Treasury projects
- Responsible for working with the Assistant Treasurer to update monthly balance sheet model inputs, including accounts payable, expense payable, other assets and liabilities, etc
- Strong knowledge of general finance principles and practices
- Expert knowledge of excel modeling and forecasting techniques
- Extensive analytical skills, with an ability to accurately respond to time-sensitive requests
- Knowledgeable regarding the Company’s financial position, with the capability to link analytical results with strategic issues
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Financial Analyst Senior Tucson Resume Examples & Samples
- Evaluate operational techniques, budgets, programs and practices to ensure maximum economic operation
- Maintains knowledge and stays abreast of developments in the industrial, technology, finance, regulations and economic theory by analysis obtained from financial publications and services, government agencies, company sources, and personal interviews
- Prepares plans of action based on financial analyses
- Presents oral and written reports on general economic trends, individual corporations, and entire industries
- Other duties as requested or assigned
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Financial Analyst, Senior Resume Examples & Samples
- Collaborate with local market Finance team to provide timely and accurate financial insights to market and National leadership
- Be the subject matter expert for your market
- Serve as a trusted strategic partner to your market, including all departments, sites, and teammates within the market
- Leverage understanding of financial statements, financial modeling, and a hypothesis-based approach to identify, validate, and quantify opportunities/risks
- Identify cost saving opportunities and drive expense management initiatives with cross functional teams
- Train local market Operations teams on the basics of Financial Reporting (budgeting, forecasting, variance reporting), use of FP&A tools (Anaplan, Essbase, MR, Excel models) and areas of focus when reporting to leadership
- Communicate findings in a cohesive story and present comfortably and compellingly to teammates at all levels of the organization
- Travel to market at varying frequencies
- 4-6 weeks of in-market immersion shortly after hire date, with focus on learning about the market’s business and establishing relationships with key partners and stakeholders
- Attend team meetings, phone conferences, and training events as needed
- Demonstrated ability to communicate with multiple levels of an organization on a frequent basis
- Ability to think strategically by leveraging quantitative analysis to derive insights
- Strong understanding of business process with the ability to translate business requirements into meaningful reports
- “Self-starter” who is passionate about continuously improving themselves and the way DaVita does business
- Desire to work through ambiguous assignments and adapt easily to a fast-paced, changing environment
- Strong verbal, written, and interpersonal communications skills including ability to listen attentively and to communicate information clearly and effectively throughout all levels of the organization and with audiences with varying levels of familiarity with information
- Willingness to travel up to 25% of the time
- Personal values in line with DaVita’s values of Service Excellence, Integrity, Team, Continuous Improvement, Accountability
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Financial Analyst, Senior Resume Examples & Samples
- 8+ years of experience with financial analysis, including DAR, FAR, and equivalent government regulations
- Experience with successfully leading or managing complex programs
- Experience with Air Force and DoD staffing processes
- Experience with DoD network infrastructure, including the Non-Classified Internet Protocol Router Network (NIPRNET) and Secret Internet Protocol Router Network (SIPRNET)
- Experience with ABSS, CRIS, and WAWF applications and productivity tools
- Experience with supporting the Headquarters Air Force Space Command
- Knowledge of Air Force Cyberspace weapon systems
- Knowledge of weapon system sustainment processes
- Ability to express information to individuals or groups effectively, including considering the audience and nature of the information and listening to others and responding appropriately
- Possession of excellent oral and written communication skills, including interpersonal expertise
- MA or MS degree preferred
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Financial Analyst Senior Resume Examples & Samples
- Contributes to the HealthEast operations and corporate management decision-making process by providing financial analysis and support to operational partners
- Partners in the operating forecast process for areas assigned per leader
- This may include coordination and preparation of detail forecasts, support schedules and the “macro” forecast
- Leads the system wide forecast process which may include developing forecast best practices, training documentation, and managing a detailed timeline
- Manages the monthly close review process by providing detailed insights into variances and identifies future risks and opportunities based on current month and year-to-date results
- Prepares feasibility studies and pro forma analysis for proposed projects, programs or services
- Manages the process and compares actual performance to implemented studies
- Maintains strong interpersonal communication: demonstrates skills in developing effective rapport with customers, and co-workers, actively listening, and is able to maintain a positive and trusting connection
- Assists operational partners with problem solving and provide guidance on appropriate points of contact when outside of job scope
- Prepares retrospective profitability analysis on current programs or services and develops innovative methods and reports to approach financial issues
- Possess an attention to detail, but also has a sense of the larger picture
- Achieves thoroughness and accuracy when accomplishing a task
- Prepares ad hoc projects as needed and other duties as assigned by leader
- Maintains knowledge of, and complies with, all relevant laws, regulations, policies, procedures and standards
- Actively participates in creating and implementing improvements
- Performs other responsibilities as needed/assigned
- Technical skills: Access, MS Office Suite, Adaptive Insights, Lawson Infor, Epic
- Bachelor’s degree in Finance, Economics, or closely related field required
- 3 to 7 years experience analyzing financials and business operations
- A minimum of 2 years experience specific to healthcare
- Knowledge/Technical Skills: Microsoft Office Suite, GL software – Lawson/Infor preferred, EPIC or EMR experience preferred, experience with business intelligence software preferred
- Accounting: Knowledge of accounting principles, organization chart of accounts, accounts payable procedures, and accounting software and equipment
- Analytical Thinking: Ability to Identify issues, obtain relevant information, relate and compare data from different sources, and identify alternative solutions
- Attention to Detail: Achieves thoroughness and accuracy when accomplishing a task
- Computer Skills Advanced: Skilled in specialized computer software
- Ability to use more advanced functions, formulas and other special elements of the specific program or application
- Decision Support: Collection, examination, and interpretation of quantitative data to discover its underlying causes, patterns, relationships, and trends use to aid in decision making
- Financial Analysis: Drawing accurate conclusions from financial and numerical material
- Applying financial principles and numerical techniques to problems
- Learning Agility: Learns quickly when facing new problems, open to change, analyzes both successes and failures for slues to improvement, experiments and willing to try new things to find solutions
- Enjoys the challenge of unfamiliar tasks. Quickly grasps the essence and underlying structure of anything
- Organization: Effective management of projects, deadlines, and work load prioritizing
- Putting things together in an orderly and functional whole
- Team/Relationship Management: Partners with teams effectively to maximize performance, utilizing communication skills, facilitation skills, and knowledge of team dynamics and adapting to change
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Financial Analyst Senior Resume Examples & Samples
- Researches, gathers and summarizes financial data; identifies potential problems and Develops solutions
- Develops and Prepares routine and special Finance and Audit Reports as needed
- Assists during budget development process by compiling reports, entering budget information, and developing internal communications
- Prepares budget reports, and Assists with expense allocation issues and questions
- Analyzing and interpreting data, converting it into information that can be used by management decision making; makes appropriate recommendations
- In analyzing financial information, is expected to be able to discern what trends, variances, projections, etc. are important, and to bring that information to the attention of management
- Assists in the development of policies and procedures; makes recommendations as necessary
- Stays abreast of the latest standards and regulations within the scope of this position’s responsibility
- Provides reporting and tracking of the process to Executive Management
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Financial Analyst Senior Resume Examples & Samples
- Analyze data within the global warehouse, which contains revenue, compensation, and expense information. Research new data elements that might better help us understand performance. Ensure data quality is sufficient for reporting
- Gain a deep understanding of the business in order to develop reports and conduct analysis that aligns with business goals and needs
- Present data logically and in a manner that is easily understood by business partners outside of Finance
- Work on special projects that enhance our understanding of the brokerage business, both internally and externally
- Leverage large data sets to uncover business patterns, trends, and opportunities for revenue growth
- Provide requirements for IT to use in development of new data elements to be integrated into the data warehouse and perform testing on these elements. Design, test, and build reports when new data elements are available
- Propose new methods of data discovery utilizing various data tools to increase the speed and / or scope of current reporting and analysis
- 3 or more years of experience required
- Bachelor’s degree in Finance or related area of study (i.e. quantitative coursework in Finance, Mathematics, Statistics, or Economics)
- Expertise in any of the following: Microsoft PowerPivot, Power BI, DAX, R, SQL
- Strong analytical skills – able to analyze, manipulate, and interpret large amounts of data
- Strong oral and written communication skills - able to articulate key insights to management and interact effectively with employees in finance, IT, and sales
- Strong technical skills – able to function in Excel at a very high skill level and able to integrate new data discovery techniques
- Solid organizational skills – able to multi-task, meet deadlines, follow-up, and pay attention to detail
- Self-driven – able to solve complex business inquiries with little guidance from leaders
- Comfortable and able to achieve results in a changing environment
- Pursuit of Chartered Financial Analyst designation and/or MBA
- A background in insurance
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Financial Analyst, Senior Resume Examples & Samples
- Analyze complex financial information, prepare predictive analytics and reports to provide accurate and timely financial recommendations to leadership
- Prepare and maintain visibility board on ACO performance
- Subject matter expert on ACO financial metrics, agreements and requirements
- Prepare journal etries and monthly financial reports in collaboration with the accounting team
- Creation and maintnenance of IBNR, including analytics on trends and outliers
- Understanding of clinical metrics and impact to ACO performance
- Collaborate with department leaders on budget development for strategic affiliations
- Understanding of Generally Accepted Accounting Principles commensurate with accounting functions
- Five or more years progressive experience in financial analysis, preferably in the healthcareindustry
- Five or more years progressive experience in accounting, including journal entry preparation, account reconciliations and financial statement preparation
- Demonstrated solid analytical and problem-solving skills
- Highly proficient using Microsoft Office Suite products
- Experience with PeopleSoft and Epic a plus
- Excellent communication, customer service and sound organization skills
- Able to operate in a fast-paced environment and can handle change quickly and efficiently
- Must be able to multi-task, and work both independently and as part of a team
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Financial Analyst Senior Resume Examples & Samples
- Prepare annual budget and conduct periodic follow up
- Drive the financial forecasts and outlook processes
- Monitor performance indicators, highlighting trends and analyzing variance drivers, providing insights and decision making support to top management
- Develop ad hoc financial modeling tools to simulate possible scenarios and help top management develop or optimize business strategies
- Prepare presentations to the senior management team
- Perform month closing financial activities
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Financial Analyst Senior Resume Examples & Samples
- Prepares specialized financial reports by preparing periodic internal and external financial documents, supporting schedules and financial reports. Researches, compiles, monitors and summarizes financial information and data and reports on financial condition
- Conducts financial analysis by monitoring, reviewing and analyzing current and historical financial and budget information. Analyzes trends, prepares financial forecasts, summarizes and interprets the results of financial analysis and provides possible alternatives for consideration. Informs management of the financial condition of the department
- Prepares budget reports by researching, compiling, monitoring and summarizing current and historical budget information and data. Monitors the departmental budget and reports on budget variances. Prepares budget transfers, as required. Participates in preparing annual departmental budget submission
- Prepares, processes and maintains all financial transactions and documents for departmental activities, such as financial reporting, budget, grants, purchasing, contracts, payroll, and other financial transactions. Maintains accounting ledgers, documents and accounts and reviews, verifies and reconciles accounting transactions
- Develops and maintains computer spreadsheet models, databases and queries. Designs and maintains spreadsheets and databases to support standard and specialized departmental financial operations. Conducts project and division specific financial analysis. Prepares, updates and maintains monthly financial activity reports, spreadsheets and ledgers. Maintains financial data and records
- Responds to financial inquiries from departmental management and staff, other County fiscal representatives and the public. Provides technical assistance to departmental staff in developing and maintaining grants, proposals, contracts, payroll, and other operations having financial implications
- Assists in and develops strategic and tactical financial plans. Develops, recommends and implements departmental financial policies, procedures and strategies
- Policies, practices, procedures and terminology of assigned function
- Federal, State, Local and County applicable laws, rules, regulations and guidelines
- Generally Accepted Accounting Principles (GAAP) and standardized financial, accounting and auditing practices
- Budget planning, development, preparation, and monitoring
- Manual and automated systems relating to assigned function
- Modern office practices, procedures and methods
- Computer equipment to include word processing, spreadsheets, databases and a variety of software packages
- Business letter writing, grammar and punctuation, and report preparation
- Problem-solving and decision-making
- Developing financial spreadsheets and financial trend analysis
- Completing professional financial reports
- Planning and evaluating financial processes
- Developing financial policies and procedures
- Both verbal and written communication, including presentations
- Manage time well, perform multiple tasks and organize diverse activities
- Analyze, calculate, forecast and interpret financial data and identify and correct errors
- Establish and maintain effective working relationships with departmental clientele, representatives of outside agencies and providers, other County employees and officials, and the general public
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Financial Analyst Senior Resume Examples & Samples
- Develops financial models to support decision making related to business issues including new product development analysis, product portfolio analysis, profitability of new opportunities, impacts of regulatory changes, capital analysis, revenue models and profit margin analysis
- With an emphasis on forecasting, analyzes current performance through the creation and monitoring of product metrics, and conducts prospective and ongoing economic analysis of products including marketing programs, product pricing, business initiatives and services
- Assists in driving change as needed to improve financials for the organization and builds analytical tools to gain efficiencies in financial modeling as required
- Analyzes and summarizes the division’s financial statements, expenses, and records
- Develops recommendations for management decision-making
- Prepares and analyzes the monthly financial statements and reports to produce forecasts of business, industry and/or economic conditions for use in making sound business decisions
- Analyzes and reports on the financial impact of current and proposed programs
- Fulfills complex analysis needs
- Assists in the development of the long-range financial plans and continuously analyzes operating financial results
- Works closely with other departments within AmeriHealth Caritas to ensure that strategic initiatives are achieved
- May assist in the development of the annual budget and analyzes actual and budgeted figures on an ongoing basis
- Creates and maintains detailed budgeting templates
- Reviews monthly financial operating results, identifying key trends, variances, and areas of improved performance
- Works with other departments for account reconciliation
- Provides information and assistance to management regarding expenditures, purchases and other costs of doing business
- Responsible for ensuring data integrity and accuracy of information provided to Request For Proposal (RFP) questions
- Performs ad hoc analysis and forecasts for internal management team and external customers
- Provides guidance and training to associate analysts and recommends best practices on pulling and refining data
- Will be responsible for Cash Flow and Balance Sheet projections
- Bachelor’s Degree required in Finance, Accounting or closely related field
- 5 years progressively responsible experience in financial analysis required
- Experience working with cost and financial models
- Knowledge of PeopleSoft or other financial systems specifically Hyperion Financial Management (HFM)
- Knowledge of Excel, PowerPoint, and Word. Experience with financial modeling and strategic planning
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Financial Analyst / Senior Resume Examples & Samples
- Understand and Adhere to all Corporate Policies to include but not limited to ACI Code of Ethics and Global Information Security
- Leads building monthly revenue and expense forecasts, analyzing trends and variances
- Operational engagement with a Services-based organization, understanding optimization of workforce and its link to profitability
- Effective communicator who can communicate Forecast and Financial information to non-financial leaders, and distill complex data sets into actionable conclusions
- Prepare monthly summary of financial performance for business partners
- Strong ability to perform Ad-hoc reporting and analysis as necessary
- Ability to learn information systems (Financial, Oracle)
- Experience with financial systems (Oracle, Cognos)
- Experience with CRM systems (SalesForce)
- Ability to engage and communicate across the organization and at various levels within the business
137
Financial Analyst Senior Resume Examples & Samples
- Performs complex data analysis and makes recommendations based on the results
- Support the creation of cross functional training materials to assist in associate development and/or to provider internal clients with clear expectations
- Support and collaborate with businesses and technical areas to implement new or enhanced products
- Prepares budgets, forecasts, trend analyses and expense accruals
- Provides information for various monthly journal entries
- Compiles and prepares standard and adhoc financial reports
- Identifies complex financial problems or issues, researches solutions, and implements corrective steps to achieve higher level of efficiency
- Advises management of various financial models and recommendations
- Prepares complex presentations
- Prepares financial planning, financial section of annual and quarterly reports to shareholders, applicable government reports, and budget reports
- Is used as a resource by staff or outside departments
- Trains and reviews the work of lower level Financial Analysts
138
Financial Analyst Senior Resume Examples & Samples
- Bachelor's degree in Finance, Accounting or a related field and five years of related work experience
- Additional experience may be used on a one-to-one basis to offset the educational requirements
- Prefer experience providing financial and operational reporting using generally accepted accounting practices (GAAP)
139
Financial Analyst / Senior Resume Examples & Samples
- Drives financial accountability with managers through education, tools and process that will allow them to understand the impacts of their decisions
- Prepares forecasts and generates accurate and timely cash flow, sales, and expense projections
- Develops and maintains complex costing models. Prepares presentations of the financial results for senior management review
- Performs analysis to determine past, present and future Key Performance Indicators (KPIs)
- Consolidates all Global Reporting, Forecasting and Budgeting for Global Sales across all internal organizations across ACI
- Leads, mentors and assists others in developing skills that will lead to independent problem solving
140
Financial Analyst Senior Resume Examples & Samples
- Perform monthly analysis of revenue and expense activity, conducts reconciliation of complex balance sheet accounts including accounts receivable and inter-company accounts
- Coordinates/assists in the preparation of annual audit ensuring timely completion of schedules and reporting
- Provides in-depth financial analyses and modeling to support business decisions and management inquiries (i.e. contractual modeling, capital investments, acquisitions, ect…) Based on analysis, develops recommendations and logical forecasts
- Serves as key member on various committees /teams to ensure delivery of accurate financial data in support of business initiatives
- Assists in the annual preparation of the budget for assigned areas
- Researches and resolves any errors regarding actual or budget information
- Works with the managers and directors in reviewing and analyzing operating performance of individual cost centers and entities
- Uses multiple source systems including Lawson, NextGen, EPSI, Peachtree Accounting and other systems to analyze various financial data
- Prepares month cash collections to net revenue analysis
- Prepares departmental or ad hoc reports requiring analysis and interpretation of data
- Participates in continuous quality improvement activities and teams
- Participates in supporting the organization’s vision, mission and values and adheres to DeKalb Medical Standards of Behavior
- Leads or participates in special projects and performs other duties as assigned to meet the goals and objectives of DeKalb Medical
- A College Degree in Accounting or Finance and three to five years job related experience in healthcare are required
- In lieu of an Accounting or Finance degree, a college degree with five or more year’s job related experience in healthcare financial reporting
- Additional required qualifications include working knowledge of personal computers, reporting tools (i.e., with a proficiency in Monarch, Access, as well Excel, Word, Power Point), and healthcare business systems. SQL skills preferred
- Excellent written and oral communications skills
- Ability to remain calm and provide excellent service even in stressful situations and in dealing with a variety of diverse people while working to meet deadlines
- Proficient in computer including using tools such as MS Excel, MS Word, Lotus Notes and budgeting software
- Ability to maintain a high confidentiality and maintain sensitive information
- Skill and ability to operate independently and collaboratively as part of a team
- Detail oriented and timeline driven with an emphasis on accuracy and result
- Strong customer services skills required
141
Financial Analyst Senior Resume Examples & Samples
- Prepare annual budgets and monthly forecasts in conjunction with business partners
- Analyze financial statements at month-end; ensure that transactions are recorded in accordance with GAAP and contractual requirements
- Report on financial results and answer questions that may arise from finance and operations management
- Analytical and statistical examination skills
- Demonstrated ability to plan and accomplish work to ensure critical deadlines are met
142
Financial Analyst Senior Resume Examples & Samples
- Develops a comprehensive database for granular level pharmacy forecasting and reporting
- Develops a validation process of data being utilized and ensure ongoing integrity of data
- Performs testing and documenting results on the pharmacy financial database
- Work with subject matter experts to develop forecasting assumptions for pharmacy claims trends
- Completes documentation of business requirements
- Troubleshooting data issues as they arise
- Creates, analyzes and summarizes business performance reports and provides notations of performance deviations and anomalies
- Creates and publishes periodic reports, as well as any necessary ad hoc reports
- Collaborates with team and provides deliverables to outside departments
- Provides guidance to less experienced financial analysts and consultants
143
Financial Analyst Senior Resume Examples & Samples
- Works closely with leadership teamdetermining robust assumptions to driveforecast rhythms across regional and strategic business unit dimensions
- Ensures forecast model accurately reflectoperational assumptions of senior leadershipteam
- Assists in preparation of short and long rangeplanning deliverables (annual plan, 5-yearplan, quarterly forecasts, etc.)
- Demonstrates knowledge inplanning/forecasting process in terms oftiming | frequency | depth of informationprovided
- Manages and coordinates weekly operationalforecasting process and annual budgetingprocess
- Provides analysis and support to answer"what if" questions
- Prepare financial reports and executivepresentations in support of $7B Global Tools & Storage Business Segment
- Ability to work successfully in a dynamic, fastpaced setting, and effectively manage multiplepriorities within a broad team of cross-regionaland cross-functional members
- Facilitate forecast development and analysisof Profit & Loss, Working Capital, and Non-Financial accounts to explain results andassist with performance recommendations
- Assist with coordination, consolidation, andanalysis of monthly forecast cycles, annualOperating Plan and Strategic Plan
- Manage quantitative analysis / financialmodeling of internal and external data toprovide insight on drivers of profitability
- Implement forecast and reportingrequirements and tools to promotestandardization and consistency acrossregions and businesses
- Work as Business Segment lead oncorporate-wide reporting initiatives
- Implement systematic process improvementsfor financial metric reporting
- Serve as Business Segment point of contactfor financial systems assistance and training
- Implement and sustain continuousimprovement and business transformationefforts
- 3-7 years of relevant work experience with adegree in Finance or Accounting
- Possesses strong analytic andcommunication skills
- Demonstrated process improvement andproblem solving capabilities
- Provides good organizational skills and theability to manage several tasks concurrently
- Exceptional system capabilities with Exceland PowerPoint
- Experience loading | consolidating forecasts within consolidation tools, particularly Hyperion Financial Manager
- Working experience with hierarchies | customreporting functionality within consolidation databases
- Experience with ERP or data warehouseusage or implementation
144
Financial Analyst Senior Resume Examples & Samples
- Perform analysis of all financial activity across the department, including budgeting, spending analyses and forecasting.Prepare variance analysis reports with written narratives for review
- Review and analyze the income statement, balance sheet, royalty income/distribution reports, patent expenditures/reimbursements reports and bring observations forward to management
- Capitalize on the power of the Business Objects reporting tool to create streamlined financial statements, projections and other reports to prepare and assess financial situations
- Annually assist the Financial Manager with the preparation of the FTE Position Control/Head Count, budget files and supporting documentation
- Prepare monthly Venture Accelerator, month-end close, year-end close and adjusting journal entries
- Reconcile expenditures and revenues on monthly Statement of Activity and validate accounting practices.Reconcile check log and clearing account
- Review expenditures across project grants, maintaining compliance with external sponsor and internal rules and guidelines
- Prepare and complete preliminary review of internal control reports (GAP analysis). Report findings to leadership and work to resolve gaps or issues
- Stay informed of all GAP and SPG changes that will affect Financial Statement preparation and the accuracy of the Financial Statements
- Ensure synchronization between Tech Tracs and M-Pathways accounting ledgers; cross-direction reconciliation (using virtual fields review)
- Prepare some tasks in Tech Tracs to assist with distributions and reporting
- Collect monthly Tech Transfer metrics data (inventions, patents, agreements, revenue, etc.) and prepare reports and analyses
145
Financial Analyst Senior, Power Tools Resume Examples & Samples
- Analyze, and provide insightful SBU financial reports and global presentations in support of a $3B Professional Power Tools Segment
- Perform financial review and analysis of New Product business plans and capex/investment plans
- 3-5 years of relevant financial work experience and established skills in a corporate business unit
- Degree in Finance, Accounting, Economics, or a related degree. Possesses strong analytic and communication skills
- Demonstrated problem solving and process improvement capabilities. Experience with ERP or data warehouse usage or implementation with strong capabilities in Excel
146
Financial Analyst, Senior Resume Examples & Samples
- 10+ years of experience with Air Force programs or service required
- Experience with Microsoft Office, including Excel, PowerPoint, and Word required
- Experience in working with military members of all ranks and briefing General Officers
- MA or MS degree in Engineering, Mathematics, Economics, or Business Administration
- 3+ years of experience with working in the Air Force SP3 or Planning, Programming, Budgeting, and Execution (PPBE) processes
- Knowledge of the Automated Budget Interactive Database Environment System (ABIDES) preferred
- Possession of excellent oral and written communication skills preferred
- Certified Defense Financial Manager Certification or ability to obtain certification preferred
147
Financial Analyst / Senior / Project / System Resume Examples & Samples
- Bachelor of Science in Finance, Economics or Accounting
- Familiarity with financial systems and the ability to analyze and draw meaningful conclusions and forecasts from historical financial data is require
- Knowledge and aptitude with standard office software such as Excel, Word and PowerPoint is required
- Ability to manipulate Excel spreadsheets using pivot tables and macro’s is required
- Knowledge or willingness to learn other software such as IBM mainframe, Access, or Hyperion is required
- Experience with Government Contracting including billing, invoicing and escalation
- Add Your Resume to Our Talent Pools
- Special Job Alerts
- Electric Boat News, Press Releases and Submarine Images
148
Financial Analyst Senior Resume Examples & Samples
- Assisting Private Client Group Finance team in monthly pre-close, expense analysis and forecast exercises
- Bachelor's degree preference - Finance, Accounting, and/or Business
- Financial Analysis experience preference - Knowledge of basic bank financials
- Experience with Office applications, Excel, Word and PowerPoint. (Please list on resume)
- Strong quantitative and analytical skills
149
Financial Analyst Senior Resume Examples & Samples
- Financial Planning and Analysis: Partner with Program Management, Business Development and other members of the Business Management organization to develop, maintain and analyze forecasts of Orders, Sales, EBIT, and Cash
- Financial management and analysis of programs
- Management Presentation: Prepare periodic reports on financial metrics and present findings to Management
- Corporate Reporting: Fulfill monthly reporting requirements on financial metrics as directed from MFC, ESBA and Corporate
- Long-Range Planning: Development and analysis of LRP, operational plan, short-term forecast. Support financial reporting
- Financial Support: Provide financial support and guidance to other functional areas within the business
- Policies and Procedures: Maintain and create procedures and work processes for performing the job function
- Special Projects: Respond to the needs of the business and/or Management by providing necessary financial analysis
- Minimum 2 years of experience in a Financial Analyst or equivalent role
- Excellent organizational, analytical and communication skills
- Ability to work on multiple projects and assignments and to prioritize and meet deadlines
- Ability to utilize problem-solving skills to efficiently isolate problems/errors, evaluate, and implement solutions
- Demonstrated ability to work independently and in small peer groups with minimal supervision
- Strong PC skills and the ability to learn new financial systems quickly
- Working knowledge of Microsoft Office products Word, Excel, Power Point
- Ability to obtain a secret security clearance
150
Mult Function Financial Analyst Senior Resume Examples & Samples
- Knowledge of EFS, APECS and Finance process and controls
- Experienced with Fixed Price (FP) and Cost Plus (CP) contracts
- Basic knowledge of proposal/estimating process
- Basic knowledge of EVMS policies and procedures and associated metrics/reporting
151
Financial Analyst Senior, FP&A Resume Examples & Samples
- Support the Hand Tools, Accessories & Storage – FP&A Mgr in Analyzing and Providing insightful SBU financial reports, New Product Development reporting and global presentations
- Support SBU monthly close process, analysis of profit and loss, quarterly forecast, annual strategic plans, operating plan and assist with short/long term performance recommendations
- SBU CAPEX management, tracking and reporting
- Excess & Obsolete tracking and reserve recommendations
- Implement, support and improve standardized reporting across HTAS business
- Provide all necessary ad-hoc support and analysis
- Strong analytical and communication skills
- Strong excel and PC skills with solid systems knowledge
152
Financial Analyst Senior Resume Examples & Samples
- Capital spending and project analysis (NPV, Payback, IRR)
- Work with R&D/Operations/Product Implementation on new product costing
- Standard cost maintenance in SAP
- Assist in internal and external audit requests
153
Financial Analyst Senior Resume Examples & Samples
- 5 years of Government contracting experience
- Costpoint experience
- Advanced Excel experience (including pivot tables and vlookups)
154
Financial Analyst Senior Resume Examples & Samples
- Provides financial performance and operational analysis required to measure performance against business goals
- Develops forecasting, budgeting, plan development and operational analysis for business units
- Works with senior management in the long-range strategic planning for existing, new, and proposed business operations
- Conducts continuing assessment of business unit performance as compared to business unit plans
- Performs detailed financial statement analysis and provides comments for improvement in results
- Mentors and/or provides functional advice and training to less experienced analysts
- Participates in special projects as deemed necessary by management
- Understands and observes all safety procedures and practices in order to prevent injury to self or co-workers; attends periodic safety meetings as required; may recommend changes to improve safety procedures
- Work is in an office setting and generally sedentary with physical effort associated with using a computer, but may involve walking or standing for brief periods of time
- May be required to occasionally lift, carry, push, pull, or otherwise move objects up to 25 pounds
- 10-15% travel
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Financial Analyst, / Senior Resume Examples & Samples
- Financial forecasting and modeling
- Minimum of 3-5 years Finance and/or Strategy experience with a BA in Finance or related study or an MBA 2 yrs experience in Finance and/or Strategy
- Proficient use of Excel and experience with financial models
- Above average interpersonal communication skills needed to interact with senior management
- Experience in various financial roles with strong analytical capabilities
- Ability to analyze financial statements
- Above average written and verbal communication skills
- Familiarity with Hyperion and Essbase
- Ability to juggle and prioritize multiple tasks and projects
- Demonstrated ability to work well on a team and lead teams in other functions
- Ability to adapt well to a changing environment
- Exposure to non-financial areas, (e.g. accounting, purchasing, payroll, etc.) would be beneficial
- Above average executive presence necessary to function effectively with multiple audiences
- About National General Holdings
156
Financial Analyst Senior Resume Examples & Samples
- Effectively manage multiple priorities within a broad team of global and cross functional members
- Perform quantitative analysis and financial modeling to provide insight on commercial activity and key profitability drivers
- Support build of quarterly forecasts, annual Operating Plan, and Strategic Plan
- Analyze and provide insightful financial reports and presentations
- Analyze and monitor process improvements and outperformance initiatives for relevant metric reporting
- Support monthly close process and P&L | Balance Sheet analysis
- Undergraduate degree required in accounting or finance
- 3-5 years of progressive accounting | finance experience… The successful candidate should have FP&A, commercial and/or operations experience
- Candidate’s background should also include experience in a dynamic, large company environment, as well as experience with financial analysis, reporting and/or budgeting
- Articulate and effective communication skills and ability to effectively interact with personnel at all levels of the business unit
- Must be detail oriented with the ability to multi-task, hit deadlines and anticipate barriers
- Ability to work independently with little supervision working with business leaders
- Ability to work effectively on cross-functional teams in a fast paced environment
- Strong influence skills and an ability to work effectively in a matrix environment
- Strong computer skills including advanced Microsoft Office skills including Excel, PowerPoint, Word, etc
- SAP and HFM experience, or similar ERP | reporting tools, is preferred
157
Financial Analyst, Senior Resume Examples & Samples
- Prepare the required reports for submission to awarding agency that are accurate and timely
- Assist the grants closeout process by identifying potential grants for close-out and analyzing GL balances
- Prepare analysis and analytical reviews of grant accounts, and reconciliation tasks supporting year-end activities
- Assist in the year-end process. Prepare year-end analysis of balance sheet accounts and reconciliations in accordance with GASB reporting requirements and meet the annual audit deadlines
- Assist in the facilitation of the Single Audit, and issuance of the Single Audit report. Help monitor and facilitate other audits of department grants required by federal, state, and local regulations and grant agreements; review findings noted during the various audits, coordinate departmental responses, and assist departments as needed to address and/or resolve findings
- Knowledge of Governmental accounting principles, reporting and auditing principles and practices
- Ability to interpret accounting standards and find practical applications for complex accounting issues
- Thorough knowledge of general accounting operations, including the application of general accounting as it relates to the accounting of capital and fixed assets
- Ability to prepare accurate accounting journal entries and adjustments
- Ability to analyze financial data and reconcile accounts
- Advanced skill in the use of computers in the area of accounting spreadsheet applications
158
Financial Analyst Senior Resume Examples & Samples
- Analyzes financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. Interprets the data affecting investment programs, such as price, yield, stability, future trends in investment risks, and economic influences
- Makes recommendations related to financial trends, economic and business forecast
- Performs research and analyses relative to losses and adverse financial trends
- Leads projects including establishing timelines, deliverables, and drafting communications or presentations. Reviews co-workers work to ensure accuracy
- Trains coworkers on regulations, policies, and procedures. May lead coworkers including prioritizing work, establishing deadlines, delegating and following-up on work. Provides training and skill assessment of coworkers to Supervisor
159
Financial Analyst / Senior Analyst Resume Examples & Samples
- Partner with G&A Finance team to prepare informed annual budgets and quarterly reforecasts
- Prepare and present analyses, forecasts and reports to support decision making
- Forecast expenses and track and analyze results
- Structure and perform analysis and conduct research to uncover insights to help drive business decisions
- Provide analytical explanation of actual to budget variances for the G&A departments
- Supports other general and administrative departments with ad-hoc financial analyses as needed
- Identify and implement continuous process improvements within the G&A Finance team
160
Financial Analyst, Senior Resume Examples & Samples
- Assists in the creation and evaluation of annual funding applications for funding opportunities offered by the Office of Housing and Community Development
- Completes financial analysis of developers, including review and analysis of balance sheets, tax returns, operating statements, financial statements, etc. to determine developer financial capacity to participate in the project
- Completes financial analysis of projects in order to determine overall project viability and provides recommendation for loan structure, terms and sources of financing to be utilized in the specific project
- Communicates with a variety of customers, including for profit, non-profit and quasi-governmental agencies to provide information on the financing requirements and other information necessary to evaluate and underwrite the project; prepares written summaries on the financing structure. Negotiates the terms and conditions of project funding with customers
- Assists designated staff in loan processing and closing for complex and privately funded multifamily and commercial housing projects
- Assist staff in the preparation and review of all loan documents
- Prepares reservation, commitment, term sheets and funding set-aside documentation
- Ensures accuracy of settlement statement, that it balances and that any funds owed to the City are identified and funds received
- Review new single family loans (Down Payment Assistance & Owner Occupied Rehab) for accuracy and completeness
- Analyzes single family loan subordination requests, make recommendations; provides necessary information to staff to complete required legal documents
- Reviews monthly single family and multifamily loan portfolio report; analyzes information on delinquent and non-conforming loans, recommends write-offs, conversion and or changes to loan terms in order to work towards resolution; implementation of next steps of borrowers found of compliance
- Performs analysis of escrow accounts at tax year end
- Participates in the continuous evaluation and improvement of the loan program and delivery system guidelines, design procedures, and implementation to increase efficiency, improve stakeholder benefits and meet risk management requirements
- Participates in the formation or revision of Financial Products guidelines, to better meet established city policies, production goals and benefit requirements
- Knowledge
- Affordable housing policies, federal and state housing funding programs and tax-exempt bond financing rules
- Loan programs, loan servicing guidelines and real estate transactions
- Principles and practices of accounting; credit analysis; income property valuation; and underwriting guidelines of HUD, Government Sponsored Entities, commercial banks, and equity investors for low income housing tax credits
- Methods, procedures and standards for compiling, organizing, generating and managing complex reports
- Evaluation of financial data, documents, statements and performance reports associated with multifamily housing projects to determine risk, and ensure compliance
- Principles and practices of sound business communication
- Uses and operation of computers, business and financial modeling software
- Present financial concepts or investment summary in public and internal meetings; present conclusions and recommendations clearly, logically and persuasively
- Manage multiple project to meet deadlines
- Exercise independent judgment and initiative within established guidelines
- Apply professional knowledge to carry out assignments with limited supervision
- Process numbers quickly and accurately. Ability to spot inconsistencies and either troubleshoot issues as they arise or escalate to higher level
- Establish and maintain effective working relationships with staff, other quasi-governmental agencies, developers, investors, lenders
- 4 years' of multifamily real estate financial experience