Senior Analyst, Financial Analysis Resume Sample
Josephine Schoen
304 Johnson Rapids,
Dallas,
TX
+1 (555) 633 9799
Work Experience
Senior Analyst, Financial Analysis
08/2016
-
PRESENT
Boston, MA
- Reviewing and challenging the conceptual design and appropriateness of projection methodologies utilized for capital adequacy assessments
- Developing and maintaining the reporting and data around the annual Capital Plan and quarterly capital adequacy assessments provided to senior management as part of the independent challenge function
- Analyzing projection outputs to assess consistency with prevailing, projected economic conditions and prior assessments, where applicable
- Partner with sales teams to drive the business toward performance objectives; Focus on growth by lines of business,
- Provide Ad hoc support as required
- A good technical accounting knowledge would be useful as well as some experience working as a business partner
- Prepare and present project financials, and other reporting to the Head of Strategy and Projects, Corporate Controller and CFO on both individual initiatives, and the overall change program
- Drive and support change in the Controllers team
- Take ownership of the Controllers Strategy and ensure alignment to Corporate Strategy; challenge and update the Strategy where applicable; and,
Senior Analyst Financial Analysis & Budget Mgmt
07/2011
-
06/2016
Boston, MA
- Provide meaningful input on future change initiatives and projects for the Controller’s function
- Review and approve pricing submitted by sales team
- Assist in reviewing and approving price proposal responses for Bids/ Tenders, including preparation of P&Ls and business case to complete bid war room deck for review. Be able to offer recommendations to SA Senior Management for their approval
- Ensure appropriate business approvals are obtained as per APJ CSG Approval matrix
- Build partnerships with Sales and Sales Managers’/Directors’
- Review orders in DAM/GOAL, our automated pricing tool to ensure deals that are downloading have correct pricing approval
- Win Loss Data – work with SA Pricing team & Sales on win loss tracking
- Assist in consolidation and reporting of financial results
Education
Palm Beach Atlantic University
2007 - 2011
Bachelor's Degree in Finance
Professional Skills
- Strong project management skills; an ability to keep multiples balls in the air at once and drive key priorities to completion
- Excellent rapport building and verbal communication skills
- Very strong system/spreadsheet skills using Microsoft Excel
- Strong organizational and problem-solving skills with great attention to detail
- Excellent interpersonal, oral and written communication skills, including the ability to negotiate and communicate proficiently with all levels of management
- Good communication & strong collaboration skills as well as technical expertise
- Prior experience training and developing staff
How to write Senior Analyst, Financial Analysis Resume
Senior Analyst, Financial Analysis role is responsible for reporting, analysis, microsoft, excel, credit, finance, training, design, telecom, travel.
To write great resume for senior analyst, financial analysis job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Senior Analyst, Financial Analysis Resume
The section contact information is important in your senior analyst, financial analysis 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 Senior Analyst, Financial Analysis Resume
The section work experience is an essential part of your senior analyst, financial analysis 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 senior analyst, financial analysis responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular senior analyst, financial analysis position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Senior Analyst, Financial Analysis resume experience can include:
- To assist business/operation to validate the adequacy of budget prior to legacy new services integrate to Dell Corp
- Experience or equivalent training in Finance departments preferably in budget planning and analysis
- Strong analytical, critical thinking, and problem solving abilities; someone who can look at a problem and intuitively develop solutions and execute
- Related experience with emphasis on project analysis and management reporting, planning and analysis
- Experience conducting financial analyses and generating detailed and summary level reports
- Relevant experience in finance, network planning or revenue management
Education on a Senior Analyst, Financial Analysis Resume
Make sure to make education a priority on your senior analyst, financial analysis resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your senior analyst, financial analysis 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 Senior Analyst, Financial Analysis Resume
When listing skills on your senior analyst, financial analysis 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 senior analyst, financial analysis skills:
- Possess good interpersonal skill and good reporting skills on Microsoft Excel
- Experience with consolidating various business requirements into a realistic work plan
- Good financial and analytical experience
- Financial acumen accumulated through prior experience in a strategic finance organization
- Top-notch communication skills and able to collaborate across all levels of seniority within the organization
- Posses the ability to work effectively and build relationships across a matrix structure and with a diverse management team
List of Typical Experience For a Senior Analyst, Financial Analysis Resume
1
Experience For Senior Analyst Financial Analysis & Budget Mgmt Resume
- Conducting User Acceptance Testing of technology enhancements, and developing End User Computing compliant documentation
- Gathering and aggregating data and conducting financial analyses related to capital management
- Preparing presentations, supporting template requirements and completing documentation of processes and results
- Supporting work between Finance Technology, Capital Planning and Business Units as it relates to Capital Planning technology enhancements
- Supporting the completion of Northern Trust's annual capital plan, the mid-cycle evaluation, and regular quarterly capital adequacy assessment efforts
- Helping to evaluate compliance with regulatory and internal requirements around capital adequacy
2
Experience For Senior Analyst, Financial Analysis Resume
- Assists in coordination of Sarbanes-Oxley sign-off for Business Unit
- Provide thought leadership in specific subject matters with other financial team members
- Adaptive to changes
List of Typical Skills For a Senior Analyst, Financial Analysis Resume
1
Skills For Senior Analyst Financial Analysis & Budget Mgmt Resume
- 0 – 2 years working experience
- Working experience
- Produce accurate analysis and consolidation work from multiple data sources to be used for key business decisions
- Good communication, English and Portuguese (spoken and written)
- Experience in Finance & Operation
- Experience with MS Excel and Word
- Develops strong relationships and closely coordinates with Business Unit and Corporate Financial Management personnel
- Networking and Exposure to Executive Leadership
2
Skills For Senior Analyst, Financial Analysis Resume
- Pairing with Seasoned Mentors
- Manages projects, including planning, organizing, and directing activities towards project goal completion, including management reporting
- Analyze sales orders, investigating if submission was accurate and following approval matrices and policies
- Drive monthly telecom accounting close and ensure adequacy of accrual for US/EMEA voice/circuit, coordination with accounting where appropriate
- Ensure timely payment and reconciling outstanding balances with vendor to ensure no contingency liability
- Build business relationships working with multiple internal organization
- Broad financial and accounting knowledge and business acumen
3
Skills For Senior Analyst Financial Analysis & Budget Mgmt Resume
- 4 Consecutive Half-Year Assignments (FDP) through various Finance/Accounting Domains
- Robust Performance Feedback and Career Development Planning
- Responsible for the analysis, measurement, interpretation, and reporting of actual and standard cost data
- Maintain accounting accuracy of systems, process, and cost data
- Keep appropriate documentation according to records retention policies
- Review and interpret customer Statements of Work to determine revenue recognition, invoicing, compliance & deal flow
- Review the paperwork for booking deals
4
Skills For Senior Analyst, Financial Analysis Resume
- Provide guidance to the Japan Services Sales team on pricing deals
- Work with COM team on booking deals in SAP system once all paperwork is in
- Act as finance business partner in developing financial models for strategic / capital investments (e.g., product development, technology etc.)
- Play a key role in creating key performance indicators and development of financial and operational dashboards for use by senior management
- Provide financial support for M&A activity and commercial deal-making on an ad hoc basis
- Work independently as well as part of a dynamic matrix organisation
- Articulate and ability to communicate with all levels
- Intermediate to Advanced English communication required (written and spoken)
5
Skills For Senior Analyst Financial Analysis & Budget Mgmt Resume
- CPA, MBA and/or CFA desirable but not mandatory
- MBA-type Finance and Business Coursework
- Exams and Case Studies for Knowledge Retention
- Development Sessions and Workshops
- International Assignment Opportunities for Top Performer
6
Skills For Senior Analyst, Financial Analysis Resume
- Familiarity with Capital Management concepts
- Familiarity with bank balance sheets and income statements
- Proficient in Microsoft Excel, PowerPoint and Access
- Self-starter and fast learner who thrives under tight timelines
- Intellectually curious, not satisfied with easy or convenient answers; but drive issues to the root cause
- Prepare annual budget and forecast
- Provide advice and counsel to Operations
7
Skills For Senior Analyst Financial Analysis & Budget Mgmt Resume
- Support in cost benefit analysis and operational initiatives
- Journal entries on Month close
- Attend telephone and e-mail requests from channels
- Interact with Sales, Sales Ops and Finance teams in a timely manner and with clear communication
- Review internal channel’s procedures and contracts, propose and communicate changes as needed
8
Skills For Senior Analyst, Financial Analysis Resume
- Actively participate in channel’s projects and systems implementations
- Constantly perform process reviews
- Work with Services Sales team to structure the deals, SOW’s & provide guidance on bookings
- Work closely with Revenue Assurance, Credit and Finance groups
- Liaises closely with Delivery Managers, Project Managers & Delivery leads to ensure the revenue forecast is aligned with the project deliverables
- Performs analysis on projects related to revenue recognition & project costs
9
Skills For Senior Analyst Financial Analysis & Budget Mgmt Resume
- Analyze cost trends internal & sub-contractor for Japan projects
- Evaluate business problems and recommend solutions. Be proactive in process improvements
- Establishing and setting the estimates & budgets for respective units/country/region. Creates quarterly financial estimates for the department, assesses reasonability of estimates, and reports the results to the department's operations management and senior Finance staff including commentary/variance explanations
- Execute the close process for operating expenses, ensuring both accuracy and precision of the monthly actuals and forward-looking estimates
- Provide in-depth financial analysis for critical operating expense items in conjunction with preparation of monthly/quarterly reporting
- Run United State(US)/Europe, the Middle East and Africa (EMEA) voice/circuit budget preparation forecast/outlook/HPT loading, analysis of actual results “Close”, variance analysis
10
Skills For Senior Analyst, Financial Analysis Resume
- Manage US/EMEA voice/circuit management & reporting, with good drilldown and analysis to support bridge to forecast and outlooks
- Support business goal to achieve and validate bullet train saving initiatives
- Work together with TEM team on bill audit to identify cost saving
- Participates in developing unit's strategic plan
- Manage US/EMEA voice/circuit end to end telecom processes
- The role might also include night calls with vendors on a bi monthly basis
- Responsible for or assists with Business Unit Financial Reporting & Analysis, Competitive Benchmarking, Forecasting, Budgeting, Profitability Analysis, Financial Modeling, Strategic Planning, and Special Projects
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