Financial Analytics Resume Samples

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B Hyatt

Blanche

Hyatt

357 Prosacco Parkway

Boston

+1 (555) 554 6380

357 Prosacco Parkway

Boston

Phone

p +1 (555) 554 6380

Experience Experience

Houston, TX

Financial Analytics

Houston, TX

Cruickshank, Senger and Hansen

Houston, TX

Financial Analytics

Develop and improve quantitative data analytics and set performance targets
Works independently and reviews the work of others
Design and create analytic models to evaluate financial impact of business strategies to manage pharmaceutical spend and trend across all lines of business
Drive and encourage process improvements
Design and implement training and development programs for analytic staff
Interpret and analyze pharmaceutical claims and cost trends to identify management opportunities and measure the impact of strategy implementation
Provides consultative advice on use of data as subject matter expert and interprets/summarizes analytical findings

Chicago, IL

Avp-financial Analytics, Santa Ana

Chicago, IL

Johnston, Bode and Wiza

Chicago, IL

Avp-financial Analytics, Santa Ana

Responsible for running the monthly ALLL model (excel based model), which are presented to the ALLL Committee. Responsible for making enhancements to the excel based ALLL model, as approved by the ALLL Committee
Applies knowledge of business, customers, products, services, and portfolios to shape complex data into a relevant presentation which compares and contrasts with industry trends and perspectives. Utilizes very large, structured or unstructured data, and from multiple sources
Compiles, analyzes and prepares various monthly and ad hoc financial reports and recommendations on analytic projects. Performs and supervises various financial analyses and prepares financial data for management reporting
Performs financial analysis utilizing advanced quantitative methods, data mining, modeling, and analytical tools to identify opportunities, deliver sound insights and solutions regarding a wide array of business initiatives
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions
Develops and manages financial systems and models, and carries out business reporting, modeling, and risk assessments

present

Boston, MA

Associate Financial Analytics

Boston, MA

Schmitt, Abernathy and Skiles

present

Boston, MA

Associate Financial Analytics

present

Oversee and work with internal quantitative developers and Lines of Business to integrate legacy models in the platform
Partner with internal and/or external Project Management Office resources to enhance end-to-end forecasting process and achieve continuous improvements
Prepare plans, status, and findings for management and regulators
Working knowledge of object oriented programming in C and Python
Contribute to the development of a centralized sensitivity analysis engine
Develop advanced analytics for backtesting, model diagnosis, and error attribution
Extensive knowledge of data engineering – including databases (both relational and not relational), data I/O, cleansing, and transformation in R, SAS or Python

Education Education

Bachelor’s Degree in Finance

San Diego State University

Bachelor’s Degree in Finance

Skills Skills

Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA)
Expert knowledge with regression models, stochastic modeling, and Monte-Carlo simulation
Knowledge of budgeting, forecasting tools and techniques
Strong knowledge of banking industry products, principles, concepts, and terminology
Effective organizational and time management skills
Advanced skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint, Visio and Outlook
Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
Ability to gather and mine into large data sets to identify issues, extract strategic insights and solve problems
Ability to make decisions that have significant impact on the immediate work unit and cross functional departments

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Associate Financial Analytics Resume Examples & Samples

Review current state forecasting processes from a business perspective, working with the PMO and other FA managers as well as Corporate and LOB business and technology groups to understand areas that can be leveraged vs. areas for improvement
Schedule all necessary meetings with LOB, FFA and any other required resources
Document detailed meeting minutes for all meetings associated with their assigned LOB’s
Serve as the FFA representative on related projects that are relevant to the topical area
Work with the lead modelers to retrieve any required data or documentation necessary to complete their tasks
Lead and participate in meetings on requirements for the current and future planned forecasting processes for their assigned LOB’s
Strong financial knowledge and experience in the financial services industry
Excellent written and verbal communication skills, with the ability to effectively communicate at all levels, including senior management and technical teams
Ability to work independently to deliver assigned tasks on time with minimal oversight
Ability to manage successfully through tight time frames and complex deliverables
Strong organizational and management skills with the ability to adapt and cope in a fast paced and demanding environment
Detail-oriented and precise with the ability to comprehend and explain complex technical concepts in a clear and concise way
Must be able to develop a strategic plan and roadmap, but be able to define components and work with management to identify areas that will demonstrate shorter term results while building toward the strategic platform
Ability to network with internal customer community to foster positive and proactive approach to resource prioritization and deployment
Strong understanding of corporate finance and risk systems
Bachelors degree in relevant discipline is required but should be accompanied with strong, relevant practical experience. MBA in Finance is preferred

Associate Financial Analytics Resume Examples & Samples

Identify potential points of improvement of existing models (new volume, probability of default, exposure at default, loss given default, balance, macroeconomic variable generators etc) in the framework
Develop new models in the forecasting framework, and improve existing ones for predictive performance and appropriate granularity and sensitivity to macroeconomic variables
Contribute to the development of a centralized sensitivity analysis engine
Oversee and work with internal quantitative developers and Lines of Business to integrate legacy models in the platform
Participate in hands-on review of tools, documentation, process, and data to assess business requirements and conceptual and financial soundness of the implementations, as well as compliance with rules and best practices
Stay current with emerging developments in models, approaches and requirements, both regulatory and others, and oversee the corresponding changes in models, systems, and processes
Develop advanced analytics for backtesting, model diagnosis, and error attribution
Partner with internal and/or external Project Management Office resources to enhance end-to-end forecasting process and achieve continuous improvements
Prepare plans, status, and findings for management and regulators
Experience in econometrics and statistical modeling for loss forecasting, risk management, or volume forecasting
Excellent command of typical software tooling (e.g. R, Matlab, SAS, Python)
Working knowledge of object oriented programming in C and Python
Extensive knowledge of data engineering – including databases (both relational and not relational), data I/O, cleansing, and transformation in R, SAS or Python
Strong analytical and problem solving abilities; ability to communicate model design and results clearly
PhD in statistics, mathematics, engineering or another quantitative field

Investor Services CAO Financial Analytics Resume Examples & Samples

Design, build and lead Investor client financials, billing, pricing and expense management analytics
Lead analytics prototyping aligned with key business requirements and strategic objectives
Lead strategic data remediation programs with primary focus on data management processes
Directly engage with finance, product, operations and sales organizations on common analytics objectives
Partner with ICG Analytics, Investor Services Data Architecture and Technology teams
Establish global requirements prioritization and analytics program governance
Roll out Investor Services Financial Business Insights and Analytics suite to relevant audiences
Provide regular updates on analytics product roadmap and data remediation programs
Adhere data privacy policies and information security procedures on acceptable data usage
Provide data and analytics support to various business needs (RFP, Sales Initiatives, Transformations)
An experienced professional in securities services businesses
Required advanced financial analytics and data programs management experience
Proven track record of leading large, complex projects involving cross-functional teams, commercially minded
Strong analytical, data management, financial metrics and reporting skills
QlikView 11.2.x, SAS, MS PowerView, SQL Reporting Services skills
Results/task orientated with excellent attention to detail
Certified Information Management Professional Degree (CIMP), MBA

Risk Financial Analytics Director Resume Examples & Samples

Bachelor’s degree required. Specialization in Business, Statistics, Mathematics, Finance or Economics. MBA preferred
10 or more years of risk and/or finance experience within the consumer financial services industry
Proven record of achievement in knowledge of key aspects of risk financial analytics including loss forecasting, loan loss reserve adequacy assessment, BASEL III regulatory framework, and financial accounting
Must possess the technical know-how, financial risk assessment awareness, and analytical skills coupled with an understanding of a branch-based consumer lending businesses and how they interact to generate sustainable profitable growth
Portfolio forecasting and planning analysis
Regulatory Reporting and MIS
Problem Recognition and Remediation
Detailed knowledge of corporate governance included regulated practices
Sound judgment/decision making ability to balance constant need for expanded markets/revenue with strong risk process
Strong communication, negotiation, collaboration and influence skills; able to help build a broad base of support among key decision makers, stakeholders and partners
Strong management/delegation/supervisory skills
Strong relationship management skills, particularly with peers and partners in and outside of immediate functional group. Able to work effectively in a complex and matrix reporting organization

CIB F&BM Prime Brokerage Cross Business Financial Analytics & Control Group Resume Examples & Samples

1) Analyzing and generating financial reports on Excel
2) Performing ad-hoc queries and requests
3) Problem solving various issues across VBA, databases, mainframe, spreadsheets for controllers, business and other relevant areas in a timely manner
4) Maintaining SAS programs in Production and Development mainframe enviorments
5) Manage Access Databases and VBA, ensuring data integrity for P&L generation
6) Streamlining and automating processes with VBA, identifying control gaps and delivering solutions to mitigate risks
7) Communicating and follow up with all relevant areas (Billing, Interest, Middle Office, Front Office, Technology) as needed
2) Hands on experience in creating and utilizing Excel reports; pivot tables, vlookup, sumifs, if statements, macros
3) Experience with Access Database; tables, queries, macros
4) Financial knowledge/experience
5) Prefer BS in Accounting, Finance, or Information Systems (or equivalent)
6) Experience with SAS and SQL a big plus
1) Attention to detail, organization and accuracy
2) Ability to multi-task with flexible and adaptable working style
3) Strong analytical skills and a control mindset
4) Exceptional problem solving and communication skills with a positive can-do attitude
5) Proactive, requires minimal supervision, ability to work as a team player
6) Ability to learn and understand new business products and processes quickly

Asset Management Financial Analytics Analyst Resume Examples & Samples

Bachelors degree with -3+ years of experience
Excellent MS Excel and PowerPoint skills
Demonstrated ability to work independently
Takes initiative with the ability to Multi-task
Ability to deliver results in a timely manner
Presents information clearly and concisely
Financial Services Industry experience is a plus

Director, Financial Analytics Centennial, Co Resume Examples & Samples

Lead, develop, and contribute to the strategic direction for a team of finance professionals to improve business results using credit industry-standard tools and analytical approaches
Drive and present analysis to senior management for a variety of initiatives requiring financial analysis, quantification of tradeoffs in revenue / loss / sales, and an understanding of economic drivers within the business
Identify, analyze, quantify, and share opportunities both individually and through your team that improve Nordstrom’s card products and add value to the business
Collaborate with other teams across the business, including risk, marketing, and the Nordstrom Retail division, to deliver strategic initiatives
Own the forecasting, variance explanations, and depth of understanding for P&L line items
Bachelor’s degree in business, math, economics, statistics, or an equivalent combination of related education and experience in quantitative analytics is required; an advanced degree preferred
Minimum of five years of consumer credit analytics or related experience, with at least three years of experience leading analytical teams is required. Over five years of experience is preferred
Strong knowledge of analytical frameworks and metrics utilized in financial analysis, including Net Present Value (NPV), Internal Rate of Return (IRR), Return on Investment (ROI), and Discounted Cash Flow (DCF) is required
Advanced knowledge of Microsoft Office with an advanced level of proficiency in spreadsheet (Excel) and presentation (PowerPoint) Software applications is required. Working knowledge of relational databases and analytical tools such as SQL and SAS is preferred
Ability to provide expertise in building sophisticated analysis and models to assess performance across segments, vintages, products and portfolios, and work collaboratively with cross-functional partners across the enterprise
Ability to independently and effectively diagnose credit card portfolio performance and identify opportunities to improve
Ability to influence others through a combination of effective communication and subject matter expertise, with high proficiency in building presentations to support sound objective-based decision-making

Financial Analytics Senior Analyst Resume Examples & Samples

Develop analytic models and data analysis to support business transformation recommendations. Detailed financial modeling leveraging multiple data sources to best enable team leaders to produce data driven recommendations to business leaders. Evaluate current practices and methods for reporting and analyzing data
Partner with business, technology and vendors to complete baseline activities and opportunities to improve current state and transform process and change initiatives, resulting in improved economics including both revenue and expenses. In depth business process modeling capability, organizational design and financial acumen are critical to the success of this role, as it is a balance of finance, strategy, operations and negotiations
Gather data and analyze problems across projects to protectively recommend solutions to strategic transformation leads. Work with the teams to execute project plan according to objectives and time line
Masters degree, Finance, Accounting, Economics, MIS or related
Ability to work in an environment with multiple priorities
Ability to work independently; self-starter
Information management acumen including advanced desktop application and data modeling skills
Demonstrated financial acumen and data analysis capability; experienced in developing data-driven conclusions and recommendations

Director, Financial Analytics & Metrics Resume Examples & Samples

Responsible for providing independent, timely, decision-oriented reporting and analysis to enable the Technology PMO Senior Management, to understand, manage and control Information Technology (IT) risks, particularly in the area of project portfolio management. This work includes developing and reporting on key metrics that provide insight into technology operations and the project portfolio across technology
Responsible for analyzing project portfolio information, including the size risk and value of projects, project counts, authorized funding, actual project spending, forecast data and the project pipeline, to provide key stakeholders, the Technology Executive team, Finance, Senior Executive Management and business line management with insights to make decisions about the project portfolio and Technology capacity
Responsible for development and maintaining a suite of tools and processes to provide a reliable, controlled environment for project reporting, project portfolio reporting (business IT alignment), project forecasting, project costing and resource pool reporting (Clarity)
Executive Dashboard Reporting: Own and manage the process for reviewing Executive Dashboards and associated project forecasts with Delivery Managers to provide ongoing compliance and oversight with respect to project execution across a broad range of risk factors. Continuously enhance reporting accuracy and relevance. Communicate the results and insights to Senior Executive Management and T&O Management
Project Data Extracts: Own and manage the processes to produce and communicate project data extracts from Clarity, including project authorization, actual costs, forecast costs
Project Financial Forecasting: produce CIO and overall technology project actual and forecast reports and Business Case Pipeline reports, to support decision making by finance and business line management
Ad hoc Project Reporting: Responds to ad hoc requests from divisional finance areas, business line management and T&O management for analysis of the project portfolio. These ad hoc requests are typically required to make funding and prioritization decisions, to undertake remedial action on projects or to understand the Bank's operations in comparison to industry standards and trends
10 years Senior Management experience within the financial sector, or similar industry
Expert hands on reporting & analysis skills, complimented by general financial services business and technology knowledge, preferably working with Clarity
MBA or equivalent will be considered an asset
Professional designation (CPA, CFA or similar) will be considered an asset
Knowledge and/or experience working with SpotFire will be considered an asset

VP / Senior Associate COO Financial Analytics Resume Examples & Samples

Undergraduate degree; sciences, economics, engineering, or finance preferred
Top-tier MBA highly preferred
Prior experience in investment banking (coverage or product group) or consulting highly preferred
Computer literacy skills (Advanced Excel, PowerPoint, Word, Access)
Knowledge of Hyperion/Essbase, SAP preferred but not required Excellent analytical, critical thinking and problem solving skills

Valuation Financial Analytics & Derivatives Manager Resume Examples & Samples

Managing client-facing project teams and engagements that focus on financial modelling, derivatives, securities valuation, risk management-- identifying key assumptions and understanding the impact of various inputs into valuation models, deriving creative solutions that involve collecting and analyzing market data used in the valuation, analyzing third party valuations, challenging assumptions, and performing sensitivity analyses
Preparing memoranda and/or reports that communicate findings and recommendations to our clients concisely and effectively
Managing client projects, understanding a client's business and technology in order to identify, pursue, and ultimately obtain additional consulting opportunities

Valuation Financial Analytics & Derivatives Exp Associate Resume Examples & Samples

Contributing to and serving on client-facing project teams and engagements that focus on financial modelling, derivatives, securities valuation, risk management-- identifying key assumptions and understanding the impact of various inputs into valuation models, deriving creative solutions that involve collecting and analyzing market data used in the valuation, analyzing third party valuations, challenging assumptions, and performing sensitivity analyses
Participating in client projects, understanding a client's business and technology in order to identify, pursue, and ultimately obtain additional consulting opportunities
Creating a positive environment, monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members, including providing candid, meaningful feedback in a timely manner, and keeping leadership informed of progress
Willingness to travel, as client assignments require i

AVP, Financial Analytics & Modeling Resume Examples & Samples

Budget, Forecast and reporting support of CIT's Corporate staff departments
Manage the monthly, quarterly and annual expense analysis of results, forecast and plan
Review financial results with Senior Management, as well as support the FP&A team to create ad hoc reporting packages
Exposure to and support of EMC leadership team
Lead productivity projects for a wide range of business initiatives including expense management, business / process improvements, strategic and operational planning
Provide input and recommendations on improving financial performance
Identify and implement best practices ensuring an efficient, cost effective financial planning and analysis team
Develop Corporate Allocations to the Business Segments and sub-departments
Must be proficient in Hyperion Essbase and have strong excel modeling capabilities
Technically sound in accounting principles, knowledgeable and innovative in identifying opportunities within the business
Bachelor’s degree in Accounting or Finance is required
3+ years of financial services or related industries
Hyperion Essbase is required
Strong leadership and collaboration skills
Independent critical thinking with well-developed analytical abilities
Ability to work in a fast paced, high volume, team oriented environment
Proficiency with Microsoft Office products, particularly Excel and PowerPoint

Financial Analytics Manager Resume Examples & Samples

This individual contributor will play the role of a senior analytics subject matter expert (SME) in the Governance and Operating Model work-stream
He/she will be a senior independent team member who can drive thinking and discussions among senior leaders and multiple stakeholders across the Business
He/she should be able to independently produce content needed for Governance (in analytics execution) with minimal supervision
Some of the key areas of responsibilities in the this role would be –
Bachelor’s degree in a quantitative discipline such as Mathematics, Statistics, Financial Economics/Econometrics, Computer Science, or Operations Research
Advanced degree preferred
5+ years of active experience in

Financial Analytics Resume Examples & Samples

Digital Thread projects benefit quantification
Strong finance background
Strong business acumen in order to articulate$ benefit associated with projects
Strong interpersonal and communication skill

Financial Analytics Manager Resume Examples & Samples

Partner with cross-functional teams to analyze and execute on strategic initiatives
Develop financial models, execute value-added analysis and provide decision support for special projects and strategic initiatives
Drive and coordinate, forecasting and planning activities for the department
Prepares and presents various financial analysis presentations to Sr. Management
Executes continuous process improvement and enhanced controls
Manages all activities of the department. Includes setting priorities, monitoring performance, evaluating and developing procedures and motivating staff to achieve an efficient, economical work environment
Oversees personnel functions of supervisory or senior staff within the department, including staffing, promotional changes, training, performance evaluations, disciplinary action and other issues that arise
Eight to ten years related work experience or six to eight years experience with advanced degree or professional certification (CFM, CMA, or CPA)
Advanced end user computer skills
Proven problem solving ability
Strong leadership and managerial experience
Proven experience in building complex financial models
Manage a team of professional staff

Valuation Financial Analytics & Derivatives Exp Associate San Fran Resume Examples & Samples

Contributing to and serving on client-facing project teams and engagements that focus on financial modelling, derivatives, securities valuation, risk management
Prioritizing and handling multiple tasks in a demanding deal-oriented environment
Performing quantitative and qualitative Valuation-related analyses and modelling, utilizing Excel VBA and/or Matlab, as well as Bloomberg or Fincad

Valuation Financial Analytics & Derivatives Senior Associate San Fran Resume Examples & Samples

Leading work streams and participating in client projects, understanding a client's business and technology in order to identify, pursue, and ultimately obtain additional consulting opportunities
Conducting independent research to gain an understanding of complex valuation issues, translating and communicating technical concepts in a manner that is understandable to clients and staff
Identifying and addressing client needs, including the following: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues
Writing and presenting cogently for industry audiences and clients, including journal articles, practice methodologies and tools, and the writing and presentation of whitepapers

Financial Analytics Resume Examples & Samples

Manage a team of analysts
Prioritize multiple competing deliverables and appropriately allocate resources
Design and implement training and development programs for analytic staff
Design and create analytic models to evaluate financial impact of business strategies to manage pharmaceutical spend and trend across all lines of business
Assist in the development of strategic initiatives aimed at improving the access and affordability of healthcare
Interpret and analyze pharmaceutical claims and cost trends to identify management opportunities and measure the impact of strategy implementation
Lead projects to completion by contributing to database creation, statistical modeling and financial reports
Ability to concisely summarize and communicate the results of complex analytics
Package reports for distribution in a concise, yet meaningful manner
Develop and improve quantitative data analytics and set performance targets
Provides consultative advice on use of data as subject matter expert and interprets/summarizes analytical findings
Drive and encourage process improvements
Consolidate strategy analytics across all lines of business
Works independently and reviews the work of others
Collaborate with SAS programmers on medical claims analytics and patient-level analytics and translate into financial analyses
Act as liaison / SME to matrixed functions, representing PDL and clinical operations analytics
7+ years of experience in financial modeling and analytics
Experience directing cross-functional teams
Minimum of an advanced level of proficiency working with MS Excel including advanced formulas, pivot tables, macros, lists, statistical functions, etc
5+ years of experience with pharmacy benefit management including working with pharmacy claims data
SQL, SAS and VBA programming experience
Experience managing teams

Financial Analytics Developer Resume Examples & Samples

Able to contribute and work well in a collaborative team environment
Min 2 years of hands-on development experience in object oriented programing, e.g., Python, C++, or Java etc
Quantitative degree in Math, Physics, Engineering a plus
Previous experience with python preferred
Good knowledge of finance and security valuation preferred
Design and implementation of Credit Instrument and its associated lifecycle
Design and implementation of Pricers for various credit products
Develop relationships with the Quant and Financial Development Teams to resolve pricing related issues
Investigate and analyze legacy valuation result differences with quartz to ensure quartz based implementation pricing is correct
Support BAU, end of day processing

Financial Analytics Manager Resume Examples & Samples

Perform research and analysis related to the loan portfolio to assist the Accounting, Treasury, Finance, and Servicing departments in meeting their operational goals and achieving the overall company objectives. Develop and support modeling, analysis and reporting solutions using the technology that best fits the solution
Develop a thorough understanding of the firm’s operations and business model
Design and develop reporting tools used to secure financing; identify eligible collateral for securitizations, and coalesce and refresh pool statistics on short time-tables
Maintain integrity of department reporting, including updating SQL scripts, views, tables, and procedures to reflect changes to source data. Develop reporting process allowing for consistent flow and continuity of reports; ensure integrity of system transactions that support the movement of assets, liabilities, and cash
Provide support and account detail to internal and external auditors using SQL Server or other database querying tools
Manage, implement, and prioritize system enhancements to support department processes and corporate goals and objectives
Provide assistance in translation of business needs into technical requirements and create reporting and analytical solutions that assist accounting, servicing, origination, and IT departments in tracking and reporting on key performance indicators
Create and distribute trust reporting, including cash waterfall summaries and account-level statistics that are distributed directly to banks and investors. Ensure integrity of data
Utilize sound testing analysis to include cost-benefit analysis of different acquisition / portfolio strategies
Special projects as requested by management team

VP Financial Analytics Resume Examples & Samples

The VP Financial Analytics shall be responsible for business and financial strategies and analysis that support strategic objectives and business planning
Oversees the financial analytics team to provide valuable insight that drives business intelligence and decision making
Drives an efficient and effective process for developing financial analytics that supports strategic objectives
Delivers advanced financial modeling that focuses on profitability and risk management to understand critical risk drivers and monitor effectiveness of current programs to recommend enhancements
Advises Executive management on any financial implications of business activities and makes recommendations to strategically enhance financial performance
Leads assessments for future projects to identify risks and opportunities and make recommendations for value creation opportunities to improve business outcomes
Identifies areas to automate to improve efficiency and effectiveness by changing processes, integrating systems, etc
Ensures monthly financial reports are provided for multiple cross-functional strategies
Establishes and nurtures working relationships with key business leaders

Financial Analytics Analyst Resume Examples & Samples

The Financial Analytics Analyst II shall be responsible for performing research and analysis related to direct and indirect consumer financing to assist the Accounting, Treasury, and Planning departments in meeting their operational goals and achieving the overall company’s objectives. Develop and support modeling, analysis, and reporting using the technology that best fits the solution, as well as supporting the company’s budgeting and forecasting process
Creates and writes stored procedures, views, tables, DTS packages in Microsoft SQL Server Management Studio
Develops reporting solutions through multiple tools as needed. Ability to produce interactive graphs, pivot tables etc. for report requirements
Manages financial models and reports, including forecasts for revenue, losses, profit, and variance analysis
Analyzes portfolio trends for risks and opportunities relative to credit, collateral, and operational efficiencies
Utilizes sound testing analysis to include cost-benefit analysis of different acquisition / portfolio strategies
Designs and maintains portfolio forecasting tools designed to aid corporate departments in budgeting, planning, and securitizing activities
Uses appropriate presentation tools to present results and recommendations to management
Maintains, troubleshoots, and modifies all previous reports as business needs change, as well as when problems arise
Documents all reporting requirements, applications and reports as they are released

Manager, Business & Financial Analytics Resume Examples & Samples

Minimum of 5 years work experience in financial services. Knowledge of insurance is preferred
Bachelor's Degree required, MBA, CFA or related advanced degree is a plus. Major in Finance, Economics or Accounting is desired but not required
Must have excellent analytical skills, financial acumen, written communication and presentation development skills
Strong understanding of financial and risk analysis
Strong leadership skills with the ability to collaborate, influence and build consensus across functional teams
Demonstrated ability to think critically
Demonstrated ability to enhance and build strong relationships over time
Proficiency in Microsoft Excel is required

Team Lead, Financial Analytics System Resume Examples & Samples

Daily status reporting for the client
Research emerging technologies and assess their maturity and applicability to the applications being developed
Share best practices and consult clients throughout the duration of the project
Provide current best practice and third party solution alternatives as part of the functional design document
Team effort coordination, dependencies management
Supervise developers and assist with coding and troubleshooting
Establish best practices for coding and code review
Participation in deployment process
A highly motivated professional with an ongoing desire for self-improvement
Solid understanding of the Enterprise Architecture and distributed systems: SOA/REST, messaging, integration patterns, distributed transactions, multi-layer architecture, data access, caching, centralized logging, security, etc
Experience with the Java stack - Java 8, Spring MVC, Hibernate, REST
Proficiency with Git or SVN and continuous integration tools such as Maven, Nexus, Jenkins
Experience with Frontend: HTML5, knowledge of React JS /ES6 framework such as is appreciated
Understanding BPM technologies, preferably PEGA is a plus
Experience with waterfall and Agile development methodologies such as SCRUM and TDD
Relevant academic degree in computer science, related technical field or equivalent practical experience

Manager, Financial Analytics Resume Examples & Samples

Lead analytic support for the Channel team, with focus on creating customer business review reporting, channel shift analysis, distributor sales and pricing impacts analysis
Distributor forecasting through: collaborating with Channel account managers, demand/order trending, gross-to-net analysis, back orders, and distributor HQ rollup
Calculating distributor rebates, forecasting, and rebate modeling
Analysis on customer potentials and performance, customer redistributed sales, and potential grey-market purchases
“Clean” customer data in systems through work with IT team in identifying errors, missing data, etc
Perform moderate to complex data analyses in support of development of the overall Customer base
Work with Marketing to provide insight and consultation regarding market and competitive landscapes to allow the implementation of strategies to generate above market growth, focusing on key growth drivers in major markets
Identify business issues, opportunities and information needs, design and conduct appropriate market research in response to the issues and needs identified
Monitor competitive information, and keep appropriate managers and directors abreast of relevant information
Assist in planning and developing the new product pricing strategies
Select methodology, design data collection, conduct, analyze and report qualitative and quantitative results
Communicate & present analytic data to field sales, corporate accounts and senior management
Ad hoc analyses as needed for internal business partners
B.S. degree in Finance, business or related area with 5 – 7 years combined experience in financial analysis, pricing, contract administration, sales analyses and Marketing support
An aptitude for working in complex data sets
Strong organizational, interpersonal and analytical skills essential combined with demonstrated teamwork and project management orientation
Experience in health care industry preferred
Background working in or with sales and or corporate accounts desirable
Strong experience developing and maintaining financial models & analytic tools
Strong customer service focus and prioritization skills
Strong core Business Analysis skills in the areas of elicitation, requirements analysis, business process improvement, gap analysis, functional decomposition & design, data modeling, use cases and rapid prototyping
Knowledgeable in business process analysis, requirements, and design
Strong analytical and project management skills, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements
Knowledge and understanding of Business and Process Analysis best practices, techniques and tools
Knowledge and understanding of project management methodologies
Basic programming, development or technical knowledge
Demonstrated commitment and contribution toward achieving organizations goals and objectives

Manager, Marketing Financial Analytics Resume Examples & Samples

Conducting various analysis to understand the financial contribution of marketing efforts
Supporting the sourcing and obtaining the approporiate data for analysis and reporting
Supporting the Director in the effort to establish Marketing KPIs and ROMI measures
Working closely with partners to ensure alignment on standards and consistency, and in the alignment in reporting
Conducting various analysis to understand the financial contribution of marketing efforts, working with partners in Corporate and Division, as well as partners in Finance
Supporting the building of Marketing KPIs and ROMI, in the reporting of these measures, and in working with partners to ensure the consistency in methodology and standards
Working collaboratively with partners, in Finance and Divisions, to ensure alignment in reporting and analysis methodology, standards, and use of appropriate data
Be a leader on the Marketing Operations and Marketing teams to support the organizational vision and strategy and work with broader marketing team to make an impact
Minimum 5 years of experience in financial analytics and reporting
Possess business focus to drive insights and recommendations based on the insights provided
Familiarity with project management approaches, tools and phases of the project lifecycle and how to integrate and apply change management

Avp-financial Analytics, Santa Ana Resume Examples & Samples

Responsible for running the monthly ALLL model (excel based model), which are presented to the ALLL Committee. Responsible for making enhancements to the excel based ALLL model, as approved by the ALLL Committee
Responsible for performing SOX internal controls, applicable to the ALLL process. For example, validation controls of the ALLL model and referencing tie out of the ALLL memorandum
Responsible for assisting the Credit Administration team with asset quality/credit metric reports, as needed
Applies knowledge of business, customers, products, services, and portfolios to shape complex data into a relevant presentation which compares and contrasts with industry trends and perspectives. Utilizes very large, structured or unstructured data, and from multiple sources
Partners directly in the technical build-out and support of databases, query tools, reporting tools, BI tools, dashboards, etc., to enable analysis, modeling, and advanced data visualization. Provides direction on report content, calculations, metrics, data quality validation, data cleansing, layout and frequency
Compiles, analyzes and prepares various monthly and ad hoc financial reports and recommendations on analytic projects. Performs and supervises various financial analyses and prepares financial data for management reporting
Performs financial analysis utilizing advanced quantitative methods, data mining, modeling, and analytical tools to identify opportunities, deliver sound insights and solutions regarding a wide array of business initiatives
Evaluates and recommends emerging analytics technologies and vendors
Develops and manages financial systems and models, and carries out business reporting, modeling, and risk assessments
Responsible for the maintenance and documentation of systems, policies and procedures
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
Performs other duties and projects as assigned
Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA)
Expert knowledge with regression models, stochastic modeling, and Monte-Carlo simulation
Knowledge of budgeting, forecasting tools and techniques
Strong knowledge of banking industry products, principles, concepts, and terminology
Advanced skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint, Visio and Outlook
Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
Ability to gather and mine into large data sets to identify issues, extract strategic insights and solve problems
Ability to make decisions that have significant impact on the immediate work unit and cross functional departments
Ability to provide consultation and expert advice to management
Ability to make informal and formal presentations, speaking before assigned team or other groups as needed
Ability to deal with complex difficult problems involving multiple facets and variables in non-standardized situations
Bachelor’s degree from an accredited college or university in Accounting, Finance, Business Administration, Economics, Applied Mathematics or other quantitative field
Five (5) or more years’ experience in a progressively responsible financial analytics, financial planning and analysis or related role
Experience with analytical software packages/tools/languages (e.g., SAS, SPSS, R, Python, SQL, ACL), visualization tools (e.g., Tableau, Qlikview) and applying such tools to solve complex analytics problems