Finance & Accounting Analyst Resume Sample
Nella Thompson
766 Swift Locks,
San Francisco,
CA
+1 (555) 846 0010
Work Experience
Finance & Accounting Analyst, Associate
09/2017
-
PRESENT
New York, NY
- Develops and implements new fund monitoring and due diligence function for Private Equity. Evaluates underlying fund investments for compliance with FW Capital’s operational due diligence expectations before investing with the underlying fund as well as ongoing maintenance of all activities
- Knowledge of expenditures relative to operations and maintenance allocations for financial reporting
- Knowledge of purchase order retrieval and review to facilitate billing DGS or various project funding
- Knowledge of Data Steward from the Banner Finance Module
- Extremely proficient with all Microsoft applications including MS Office
- Responsible for month-end close process to ensure timely and accurate monthly closing of the financial records
- Prepare EAC packages in compliance with revenue recognition standards
- Records journal entries to account for project activities, ensuring completeness, accuracy, and compliance with generally accepted accounting principles (GAAP)
Finance & Accounting Analyst
06/2013
-
08/2017
Phoenix, AZ
- Reconciles general ledger accounts, ensuring the accounts balance to underlying support and investigating and resolving any reconciling items
- Maintain project status, including opening and closing projects and work orders
- Perform program cost variance analysis
- Prepare monthly invoicing and billing to Customers
- Assist with ERP system implementation activities
- Work cross-functionally with Operations, Program Management, Engineering, Contracts, Pricing and various levels of Management to support all aspects related to Torrance Accounting and Finance
- Support other Ad Hoc projects
UKI Finance & Accounting Analyst
04/2011
-
05/2013
Phoenix, AZ
- Manages the co-investment and fund valuation processes in accordance with ASC 820 standards. Requires valuing portfolio companies on a quarterly basis and evaluating and making necessary adjustments to fund investments. Validates external accountant’s management fee calculation for each Private Equity Fund
- Develop integrated revenue, expense analyses, projections, reports, and presentations
- Analyze financial information and documents findings
- Act as liaison between the finance department and other departments throughout organization
- Perform financial forecasting and reconciliation of internal accounts
- Prepare financial information and reports for internal and external clients
- Develop and prepares budgets, financial forecasts and tracking reports to assist management in meeting fiscal objectives and contractual financial requirements
Education
California State University, San Bernardino - Palm Desert Campus
2006 - 2011
Bachelor's Degree in Finance
Professional Skills
- Onsite wellness center with FREE office visits, FREE physical therapy & many FREE generic prescription medications (available in Cincinnati, OH; Batesville, IN; Batesville, MS)
- Strong analytical abilities and communication skills (written and oral)
- Strong analytical skills with the ability to detect trends and drivers of trends
- Excellent organization and time management skills
- Independent worker and analytical thinker with strong organizational skills and attention to detail
- Prior healthcare budgeting and planning experience
- Proficiency in MS Office particularly Excel and PowerPoint skills. Proficient in spreadsheets, databases, and financial software applications
How to write Finance & Accounting Analyst Resume
Finance & Accounting Analyst role is responsible for financial, software, interpersonal, modeling, accounting, finance, organization, excel, reporting, credit.
To write great resume for finance & accounting analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Finance & Accounting Analyst Resume
The section contact information is important in your finance & accounting analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Finance & Accounting Analyst Resume
The section work experience is an essential part of your finance & accounting analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous finance & accounting analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular finance & accounting analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Finance & Accounting Analyst resume experience can include:
- Consolidating financials, preparing Income Statement and Balance Sheet
- Previous experience working with a Finance/Accounting tasks
- Experience in financial analysis and forecasting required
- Good working knowledge of ADI’s financial systems (such as SAP) would be an advantage
- Experience working with Oracle Systems
- Strong academic results in Business, Finance and/or Accounting
Education on a Finance & Accounting Analyst Resume
Make sure to make education a priority on your finance & accounting analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your finance & accounting analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Finance & Accounting Analyst Resume
When listing skills on your finance & accounting analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical finance & accounting analyst skills:
- Strong organizational, verbal, written, analytical, problem solving, teamwork and communication skills
- Proficiency in MS Excel, outstanding verbal and written communication, strong interpersonal skills, attention to detail, and results oriented
- Experience performing cost tracking and forecasting
- 6+ months of experience as an end user of a billing, general accounting or financial software
- CPA and/or MBA with solid understanding of accounting and financial statements
- Experience working in a Finance/Accounting department
List of Typical Experience For a Finance & Accounting Analyst Resume
1
Experience For Finance / Accounting Analyst Resume
- Good knowledge of MS Office applications, proficiency in MS-Excel
- Prioritize and handle several tasks at once with multiple deadlines
- Respond to customer billing email inquiries and accurately resolve questions/disputes with regards to invoicing
- Prepare financial reports on a monthly basis, including Budget vs Actual, financial and operational metrics and management reports
- Act as liaison with procurement, Accounts Payable and business areas in supporting procurement processes for Pharmacy
2
Experience For UKI Finance & Accounting Analyst Resume
- Provide support in the monthly forecasting and annual budget process for Humana Pharmacy Solutions
- Work with the international revenue teams to ensure billing is undertaken in accordance to guidelines
- Reconcile financial activities, identifies and corrects discrepancies and problems
- Ensure contract compliance on all activities
- Calculate monthly allocations and charge back department’s costs to business stakeholders served by the department. Provide clear documentation on allocation methodology to internal leadership and business stakeholders to justify chargeback model and provide monthly information regarding current and year to date charges
- Financial analysis experience
- Independent worker and analytical thinker with ability to conduct research, data analysis and resolve problems
3
Experience For Finance Accounting Analyst Resume
- Professionalism and high level of discretion is required
- Work with all levels of an organization including people with different styles and backgrounds; ability to work as a member of a team. Ability to present alternatives and recommendations
- Prepares monthly financial reports for management and clients related to premium processing
- Prepares bank reconciliations to ensure funds are appropriately monitored and that customer account balances are accurately reported
- Performs research and provides additional information and clarifications of financial data as requested from Corporate Finance Management
- Support all aspects of the Pharmacy monthly close process to ensure accurate and timely reporting. This includes but is not limited to review and analysis of expenses, recording of journal entries, and analysis and preparation of account reconciliations
- Prepare various staffing and FTE reports
- Act as administrator of SharePoint site for Pharmacy
- Identify and implement process improvements to create more efficient finance operations
4
Experience For Finance & Accounting Analyst, Associate Resume
- Monitor, track and report monthly results and root cause material variances
- Calculate monthly allocations and charge back department’s costs to business stakeholders served by the department. Provide clear documentation on allocation methodology to internal leadership and business stakeholders to justify chargeback model, and provide monthly information regarding current and year to date charges
- Support expense reduction initiatives by providing requested data on a timely basis. Prepare financial reports, charts, tables and other exhibits as requested
- Assist with total cost of ownership (TCO) exercises to identify areas of expense reduction
- Identify trends, advise company and recommend actions based on sound analysis. Investigate and report to the Manager any inconsistencies or improprieties
- Assist in the, preparation of quarterly and annual FERC/regulatory reports
- Summarize monthly financial transactions
5
Experience For Netherlands Finance & Accounting Analyst Resume
- Process internal controls to maintain Sarbanes-Oxley compliance
- Assist in response to data requests from auditors, regulation, and other ad hoc assignments
- Reconcile various accounts receivable accounts
- Prepare monthly AR analysis report for the line of credit
- Maintain grants documentation in the grants management system
- Builds and maintains the internal network i.e., ecosystem to advance industry solutions in the marketplace and align and mobilize internal resources
- Develops real world solutions to resolve client business needs
- Works on Operations Transformation projects based solutions end to end delivery of specific work streams covering problem structuring and solving, communication of solutions, client engagement and stakeholder managements
6
Experience For Rohq-fro-finance Accounting Analyst Resume
- Develops new methodologies and assets to support transformation projects
- Assist in the preparation of Monthly Accounts to strict deadlines including calculation, posting and analysis of monthly accruals and prepayments, ensuring that all items are accurately captured
- Preparation of Quarterly Schedules for reporting to Corporate Headquarters
- Operation and maintenance of the Fixed Assets System on SAP ensuring compliance across all functions within the site
- Ensure compliance with Sox control procedures and Corporate/Local policies and support the implementation of robust internal controls within the site
- Assist in the preparation of Annual Pension accounts
- Preparation of weekly BIK calculations for payroll
- Actively seek to implement continuous improvement in area of responsibility
- Assist the Finance Manager in ad-hoc matters
7
Experience For Senior Finance & Accounting Analyst Resume
- Knowledge of US, Irish/UK GAAP and exposure to FRS102 would be desirable
- Highly motivated and work well on own initiative
- An ability to work to tight deadlines and handle multiple issues simultaneously
- This role would idelly suit a newly qualified accountant
- Process invoices and credit memos
- Participate in the development and implementation of new policies and procedures
- Review contracts, sales orders and prepare associated invoices
8
Experience For Crown Bolt Finance & Accounting Analyst Resume
- Handling general ledger activities such as accruals, provisions, period end closings, revaluations, fixed assets, payroll related bookings, corrections/adjustments and various reconciliations
- Managing communications with client and internal stakeholders
- Good understanding of accounting processes (Accounts Payables, Accounts Receivables, General Ledger, Fixed Assets, Banking, Intercompany), support in preparing of financial statements
- Learning mindset and “to do attitude”
- Assist corporate finance in the development, adaptation, or revision of accounting systems to meet the needs of the site
- Disciplined and focused on the results
- Attention to the details and high level of accuracy
- Supports transformation efforts
- Certification in VBA or DBA
9
Experience For Finance & Accounting Analyst Resume
- Knowledge of Hyperion, Oracle, SQL
- Intermediate or higher proficiency in Microsoft Office Excel and Access
- Able to comply with Humana's tobacco-free policy in Arizona (see Additional Information for more details)
- Intermediate or higher proficiency in Microsoft Office Excel
- Provide a variety of Business Process Outsourcing (BPO) support services to customers including data processing, document management, data analysis, quality control, delivery support and customer service
- Process claims, billing and account reconciliation, credit and collections, UAT, complaint research and resolution, and general customer service support
- Resolve customer questions, complaints and requests
10
Experience For Finance / Accounting Analyst Resume
- Maintain appropriate records and perform related administrative and clerical functions
- Intermediate or advanced level user with a relational database (Access, Oracle or other)
- Intermediate or advanced level user with Microsoft Excel
- Prepare monthly financial forecast and management presentation material for the R&D organization; Oversee R&D departmental cost budget and prepare Annual Budget for R&D
- Review customer contracts to determine appropriate Revenue Recognition treatment of projects
- Prepare capital authorization requests (C.A.R.’s) and detailed justification analysis for operational projects
- Conduct Fixed Asset physical inventory per policy and forecast depreciation expense
List of Typical Skills For a Finance & Accounting Analyst Resume
1
Skills For Finance / Accounting Analyst Resume
- Desire to learn new skills, applications, etc
- Min. 1+ years’ experience in an accounting environment
- Strong PowerPoint and Excel (pivot tables, statistical analysis with Excel functions, and data mining)
- Experience in an Accounting role
- Proven knowledge of financial forecasting, corporate finance and information analysis
2
Skills For UKI Finance & Accounting Analyst Resume
- A very good command of the English language
- Journal entry experience is required
- ABS/Structured Finance experience
- Prioritize and organize workload, to meet demanding timelines
- Previous experience / education would be an advantage
- Excellent attention to detail and concern for accuracy
- Experience in the creation of complex data reports and analysis
- Proven knowledge of debits/credits, allocations, and capital analysis
- Partners with client leads to understand business priority and operational challenges
3
Skills For Finance Accounting Analyst Resume
- Assist manufacturing plant locations in improving variance analysis and reporting
- Assist with providing admin expense variance inquiries from the Regulatory Financial Reporting team
- Assist in developing methods and criteria of summarizing information compiled
- Build reconciliation systems and aligning Humana’s internal reporting with the Enterprise Data Warehouse
- Regulatory Accounting Tax Accounting
- Proficient in manipulating data for analysis and reporting
- Maintains accurate project forecasts and assists Project Managers in preparing budget updates and changes to contract funding, as requested
4
Skills For Finance & Accounting Analyst, Associate Resume
- Develops and maintains project planning models for revenue, staffing and fulfillment
- Assist in building annual budget working with internal leadership by organizational unit/sub unit/cost center
- Prepare and review monthly billing for wholesale energy purchases and sales involving complex spreadsheets
- Develops and articulates proof of concept for clients including strategy, scope, staffing, engagement setup and execution
- Generate the monthly premium billing reports
- Work with the Financial Consultant and Business Analyst to test that new drivers and calculations are working properly and as requirements were specified
5
Skills For Netherlands Finance & Accounting Analyst Resume
- Provide project support (testing, documentation, etc.) as needed
- Medical cost trend analysis, including analysis of hospital and physician contracts, utilization, and costs
- Prepare financial, statistical data and budget analysis/reporting
- Extract data from a Data Warehouse using Oracle / SQL based tools
- Support various month-end financial closing activities
- Or more Finance or Accounting experince
- General ledger metrics & reporting
6
Skills For Rohq-fro-finance Accounting Analyst Resume
- General Ledger Metrics & Reporting Operational Excellence Operations Management
- Access invoicing system, verify financial data, electronically deliver invoices and correspond electronically with customers
- Serve as subject matter expert for financial practices and policies to ensure billing and financial integrity
- Protect operations by keeping financial information confidential
- Multi-task and work in a challenging fast-paced environment
- Create an efficient procedure and database to analyze performance by business unit level Regulatory Reporting Keep abreast of regulatory changes
- Prepares monthly general ledger entries for premium processing activities
- Tracks financial status by monitoring variances from forecasts
7
Skills For Senior Finance & Accounting Analyst Resume
- Provide supervision to accounting intern
- Provide and maintain reporting templates to track costs and ensure they align with budget/forecast; look for levers to improve efficiency and data analytics
- Create and distribute monthly reporting packages to stakeholders as requested
- Track customer activity for outstanding accounts receivables and payables
- Prepare and review monthly billing of wholesale energy agreements
- Research and analyze meter and schedule data and address and resolve data problems for accurate customer billing
- Assist in maintaining policies, procedures, business processes, and contract activities.
8
Skills For Crown Bolt Finance & Accounting Analyst Resume
- Prepare AR aging reports for management
- Assist with researching unidentified cash receipts
- Create grant billings in the accounting system
- Process fund transfers between projects in the accounting system
- Generate reporting reminders for program managers
- Applies industry knowledge and expertise to deliver industry solutions and business services, providing subject matter expertise
9
Skills For Finance & Accounting Analyst Resume
- Assist in the preparation of Annual Statutory Accounts for a number of reporting entities to strict deadlines
- Research and resolve sales related disputes such as pricing, sales tax, etc
- Maintain proactive communication and training with order entry, repair and RMA teams
- Comprehensive knowledge of all Microsoft Office applications, including Excel, Access, PowerPoint and Word
- Job specific coaching
- Revolutionary Bod Pod Assessment & Weight Management Program
- Using various tools (M.S. Excel & Access), develop methods and criteria for summarizing financial data to be reviewed by leadership and assist in operational decision making
10
Skills For Finance / Accounting Analyst Resume
- Research and analyze financial information necessary to prepare key account analysis
- Maintain the general ledger to include preparation of journal entries, account reconciliation and supports the month end close process
- Maintain the account receivable balances accordingly to the company standards
- Collaborate with Florida and CarePlus Market Finance Teams to understand financial results
- View and analyze the output of the allocation system to ensure that the intent of various budget managers have been accomplished
List of Typical Responsibilities For a Finance & Accounting Analyst Resume
1
Responsibilities For Finance / Accounting Analyst Resume
- Intermediate to advanced knowledge of MS Office Excel, Access, Word and PowerPoint
- Cost Management Data Analytics Interpretation
- French language speaker is a big advantage
- Ensure construction in progress account (CIP) is correct and test assets for impairment
- Prepare accurate customer invoices for R&D projects and monthly close journal entries & balance sheet reconciliations
- Have a professional manner, articulate and concise
2
Responsibilities For UKI Finance & Accounting Analyst Resume
- Ability to work on own initiative as well as part of a team
- Flexibility to travel to other UPS / Nightline locations
- Ability to work on different projects simultaneously
- Solid knowledge of financial and accounting GAAP principles including experience working with fundamental accounting principles such as accruals, capitalization, depreciation, amortization and revenue recognition
- Plan and manage daily tasks, meet deadlines, analyze, provide results and recommend solutions to various levels of management including being proactive, creative and innovative in solving problems and issues
3
Responsibilities For Finance Accounting Analyst Resume
- Newly qualified accountant (exceptional finalists would also be considered)
- Manage departmental activities to ensure accurate and timely financial and statistical reports
- Maintain audits and reconciliations on a monthly basis
- Comprehensive knowledge of all Microsoft Office applications, Visual Basic, Access and multi-dimensional databases (DBA/SQL)
- Sound knowledge of US GAAP and Revenue Recognition rules
4
Responsibilities For Finance & Accounting Analyst, Associate Resume
- Assist with the monthly close and annual budget process as it pertains to allocations
- Analyze the various general ledger segments after allocations to ensure that they align properly for all downstream processes
- Provide backup coverage of monthly and budget runs
- Complete routine and moderately complex financial analysis
- Coordinate and analyze monthly physical inventories
5
Responsibilities For Netherlands Finance & Accounting Analyst Resume
- Support plant Human Resource activities
- Coordinate plant Accounts Payable activities
- Enhance SOX documentation and various internal compliance initiatives
- Maintain account reconciliations
- Data analytics interpretation
- Create AR adjustments
- Exposure to Sox
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