Business Analyst, Financial Resume Sample
Erica Ebert
358 Trenton Ports,
Houston,
TX
+1 (555) 493 1245
Work Experience
Senior Business Analyst Financial Systems
11/2015
-
PRESENT
Dallas, TX
- Oversee all financial systems related projects for the Finance, Shipboard Operations and other CCL Finance teams that improve CCL’s controls, protect our assets, increases Finance relevance and reliability and improve our financial insights to support enterprise wide initiatives. Monitor project schedules as well as take ownership of change management process
- Conducts in-depth data mining and analyses for portfolio; identifies trends and makes recommendations for continuous performance optimization
- Assists with the development and improvement of financial reporting tools for the portfolio
- Identifies opportunities to leverage all software and/or tools to drive departmental productivity, efficiency, and customer service delivery. Collaborates with other Company contact centers to share best practices
- Provides ad-hoc reports from Clarity/Atlas, Harland, and other data sources to management team members to support daily contact center operations
- Collaborates with Information Technology (IT), Data Servicing, Collections, Billing, and other functional areas of Financial Services, Legal, Accounting, and external service providers and business partners to provide maximum operational efficiency
- Responsible for planning and implementing new setups, ongoing monitoring of automation performance, troubleshooting and problem resolution, and proactive analysis of all processes on an ongoing basis to drive continuous improvement of automation efficiencies
Financial Aid Business Analyst
06/2011
-
09/2015
Detroit, MI
- Serves as a key subject matter expert on all aspects of departmental operations, products and services, internal and external technology, and policies and procedures
- Utilizes technology, data and reporting resources to analyze all aspects of the operation, synthesizes business intelligence and applies applicable measures to improve efficiency, productivity and customer service on an ongoing basis to ensure business goals and key performance targets are met
- Proactively communicates updates to ensure team members are fully informed of all new information related to technology, processes, Company and departmental operational updates, and other relevant information
- Serves as key resource for training on systems, reporting, and tools within Financial Services
- Collaborates with peers, internal partners, and contact center leaders across all global contact center offices to ensure synergistic, consistent departmental operations and cross-utilization of resources
- Models key performance and leadership behaviors at all times including positive attitude, exceptional customer service, and attention to detail/accuracy
- Nurtures relationships and maintains open lines of communication with indirect reports, peers, managers, support team members, senior leaders and all departments within the Company to foster collaboration and consistent delivery of exceptional customer service and operational efficiency
- Supports and advocates all Company and departmental policies, processes, business goals and initiatives, and proactively adapts and embraces change to serve as a role model for team members
- Design and develop database student data reports using SQL Server Transaction-SOL within SQL Server Reporting Services
Business Analyst Financial Systems
10/2005
-
12/2010
Los Angeles, CA
- Work from report specifications provided by the user, business analyst, or the AVP
- Superb opportunity to immerse in and learn from the dynamic capital markets business of a global investment bank and interface with sales, traders, product managers, senior management and technology partners to shape and enhance one of the top research and pre-trade content platforms on the street for institutional clients
- Agile, and extremely fast-paced environment with a tight-knit team culture
- Partner with the business to understand strategies and identify underlying business needs
- Partner with development team to propose and design technology solutions, transform them into clear business and design requirements, and collaborate with development to realize successful implementation
- Collaborate with developers and subject matter experts to establish the technical vision and analyse tradeoffs between usability and performance needs
- Communicate with appropriate stakeholders on project status and flag potential risks and delays to projects
- CA/CPA or equivalent desirable
Education
Muskingum University
1999 - 2004
Bachelor's Degree in Computer Science
Professional Skills
- Strong organization skills with the ability to multi-task and adjust to changing priorities quickly
- Demonstrated listening, verbal and written communication skills
- Experience providing customer service and a record of working effectively and cooperatively with diverse clientele in determining project needs and timelines
- Advance programming skills (eg. VBA, SQL), data-modeling and exposure to Business Intelligence tool (eg. Qlikview) are definite advantage
- Good organizational and multi-tasking skills with tremendous attention to details
- Financial background with at least 10+ years proven experience in international environments
- Strong and proven project management capability
How to write Business Analyst, Financial Resume
Business Analyst, Financial role is responsible for programming, credit, reporting, recruiting, analytical, architecture, finance, training, integration, database.
To write great resume for business analyst, financial job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Business Analyst, Financial Resume
The section contact information is important in your business analyst, financial 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 Business Analyst, Financial Resume
The section work experience is an essential part of your business analyst, financial 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 business analyst, financial responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular business analyst, financial position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Business Analyst, Financial resume experience can include:
- Strong communication and negotiation skills with a wide array of people and experience in stakeholder management
- Demonstrated experience with project management skills
- Demonstrated experience with project management and business process analysis skills
- Strong analytical skills and ability to understand and troubleshoot admissions and transfer credit issues
- Strong commercial, analytical, oral / written communication, and presentation skills are required
- Communicating results effectively to end Internal Client team
Education on a Business Analyst, Financial Resume
Make sure to make education a priority on your business analyst, financial resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your business analyst, financial 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 Business Analyst, Financial Resume
When listing skills on your business analyst, financial 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 business analyst, financial skills:
- Proven strong analytical, problem solving, and decision making skills
- Apply object-oriented programming skills
- Demonstrated experience with Microsoft Office (including Excel, Word, and PowerPoint)
- Documenting CFO & CEO deck including status and strong recommendations
- Managing consolidation, control and analysis of all data by segment
- Strong Financial expertise of accounting and controlling
List of Typical Experience For a Business Analyst, Financial Resume
1
Experience For Financial Aid Business Analyst Resume
- Demonstrated experience with Microsoft Office (including Excel, Word, and PowerPoint.)
- Demonstrated experience with financial, student and human resource systems (e.g. Oracle, PeopleSoft.)
- Demonstrated evidence of collaborative work style
- Demonstrated experience with financial, student and human resource systems (e.g. Oracle, PeopleSoft)
- Demonstrated project management and methodology experience
2
Experience For Financial Crimes Business Analyst Resume
- Demonstrated evidence of collaborative work style across multiple areas
- Able to communicate effectively and confidently with users, team members and management
- Prior experience as user of PeopleSoft HCM and knowledge of advanced features of the software
- Experience working with a Financial application and Financial Management workflows
- Experience utilizing multiple SDLC and PM methodologies
3
Experience For Business Analyst Financial Systems Resume
- Experience working with financial systems (Microsoft Dynamics GP, Workday, NetSuite, Oracle, SAP, etc.)
- Collaborate with business stakeholders to ensure projects are planned and prioritized to match the business needs
- Demonstrated ability to organize and coordinate complex tasks and oversee projects
- Demonstrated ability to work with diverse populations/groups
- Experience and knowledge of automotive finance
- Experience in a financial system business analyst role
4
Experience For Senior Business Analyst Financial Systems Resume
- Eagerness to improve operational effectiveness and contribute to the growth of a dynamic company
- Resilient, self-driven and has a passion to deliver good solutions that can help other teams succeed
- Experience with consumer financial services and automotive industry
- Experience with Homeland Security or National Security
- Experience in RDBMS, SQL, Business Object
- Being ambitious, curious, creative, engaged, and fun!
- Generating the Ad-Hoc Reports by collaborating data from various systems for specific queries to serve different functions and purposes
- Responsible for uploading the ICR reporting and proving ongoing status reports
5
Experience For Senior Business Analyst, Financial Services Resume
- Be part of TFC super user team for Murex 3.1 implementation to work closely with GT project team, ensuring our BAU operational requirements can be delivered
- Collaborate with third party vendors with deploying new technologies
- Knowledge of university financial aid processes
- Work independently, make judgments, decisions and commitments within a team environment
- Ensure VFS financial policies and procedures are controlled, tracked, reported and analyzed in a timely manner, in accordance with Volvo’s Financial Policies and Procedures
- Has advanced knowledge of business analysis, quality assurance, project delivery practices and standards across a project life-cycles
- Successfully working with a variety of technical and non-technical project leaders, stakeholders and SMEs, across different departments and functions (including Finance, IT, HR, Operations, etc.)
- Based on the findings / evaluation of reports – develop recommendations / narration / insights of Monthly Invoice / Weekly Reports that might help in accelerating profitable growth
6
Experience For Senior Business Analyst Volvo Financial Services Resume
- Identifying problematic areas and conducting research to determine the best course of action to correct any data errors in Monthly Invoice Reports / Weekly Reports
- Analyzing the problems – to solve issues with current and planned systems as they relate to the integration and management of claims data with the financial savings
- Capable of handling large datasets and comfortable with numbers
- Shares ideas and information
- Takes pride in the achievement of team objectives
- Has credibility with peers and senior managers
7
Experience For Senior Financial Controller & Business Analyst Resume
- Handles confidential information with sensitivity
- Exhibits behaviors consistent with Cotiviti Values
- Engage end-users to understand and translate user requirements into tangible solutions
- Manage end users expectations on solutioning requests with no compromise to internal controls, standard operating procedures and documentation of solutioning design and business rules
- Enhance current reporting platform that drives a smart culture. Be part of our new task force to identify new tools and appropriate database architecture that drives daily operations and the production of informative reports
- Supports our controllers on Murex related queries and issues
- Gather business, functional & technical requirements from stakeholders. Drive analysis and resolution of complex problems with multiple variables & risks
8
Experience For Business Analyst, Financial Systems Resume
- Consult with internal IT team & stakeholders on new projects, features, feasibility, and estimates
- Partner with the Director of Financial Aid to analyze future software patches and vendor/CSU modifications for impacts on the installed system
- Collaborate with two Associate Financial Aid Directors to ensure all PeopleSoft processes, queries, and programs run on schedule, troubleshoot issues, and support workflows
- Generate and maintain department communication letter templates for 3 C's Module
- Project lead support for AHFC/HCFI initiatives and projects
- Project management support for Finance & Administration efforts
9
Experience For Senior Business Analyst Financial Analysis Resume
- Work from or develop report specifications against a dimensionally modeled data warehouse or native database tables
- Maintain institutional data compliance with the California State Aid Commission
- Create and maintain Tableau Financial Aid Dashboards
- Work close with management team to implement new workflow processes to improve efficiency and maintain institutional compliance
- Work close with management team to implement new workflow processes to improve efficiencies and maintain institutional compliance
- Demonstrated data mining, reporting and analytical skills. Ability to use analytical and decision-making skills to offer options and problem resolutions in a variety of contexts
- Create and promote a positive, successful, and professional work environment and lead by example
- Translate business requirements into functional spec
- Knowledge of MS SQL Server, Web Services, and internet technologies and proficiency with SDLC processes, Visual Basic, NET and Visual Basic, including the use of program “classes” and creation of DLL’s Visual Studio 2008 SQL Server databases 2008, ASP.NET, VB.NET, C# SourceSafe, and COGNOS
10
Experience For Financial Accountant / Business Analyst Resume
- Experience providing user support or code development support in a high performance computing environment
- Design, execute, assess, and troubleshoot software programs and applications as required by projects. This includes configuring, coding, developing, and documenting software specifications throughout the project life cycle
- Excellent analytical, communication and leadership skills
- Demonstrated experience with ERP systems (Banner, Datatel, Oracle, SAP, People-Soft, etc.)
- Professional work experience within
List of Typical Skills For a Business Analyst, Financial Resume
1
Skills For Financial Aid Business Analyst Resume
- Facilitating effective meetings and workshops
- Identify key metrics and build executive-facing dashboards to track progress of lifecycle marketing and its highest priority initiatives
- Experience in building and specifying mission critical business applications
- Knowledge of accounting and experience with various accounting groups
- One or more years of work experience designing and creating complex database reports
- Experience with Microsoft SQL Server 2008 tools, including T-SQL and the use of Management Studio and SQL Server Reporting Services
- Excellent oral and written communication as it relates to conveying and solving complex business, data and technical issues
- Experience working with financial processes (invoicing, time entry, expense entry, A/R, A/P, GL, etc.)
- Experience facilitating the re-engineering of business process workflows and data management models
2
Skills For Financial Crimes Business Analyst Resume
- Experience leading and guiding cross-functional teams
- Provide adequate testing of design and execution prior to final testing by users and AVP
- Good ability to manage different working tools and happy to learn and try new software solution to improve Oracle Users’ performance
- Experience in software engineering and information technology
- Experience with serving clients
3
Skills For Business Analyst Financial Systems Resume
- Qualified professional with demonstrated teamwork capabilities working in a fast-paced environment
- Experience of financial market modeling or risk management
- Excellent relationship management; Ability to manage stakeholders at all levels of the hierarchy
- Demonstrated ability to model and manage complex business cases & simulations
- Business Analyst experience
- Identifying, analyzing, and interpreting trends or patterns in complex automated reports prepared for Monthly Invoicing / Weekly Reports
- Preparing and communicating yearly financial planning (maintain a web portal)
4
Skills For Senior Business Analyst Financial Systems Resume
- Developing and maintaining requirements and specifications and translating into test cases
- Analyzing data and information in the context of reporting and decision-making
- Working on OBIEE reporting tool in order to accomplish user requirements
- Supporting and managing financial instruction process and deliverable
- Acting as project leader for certain projects of administrative applications assuring that all user requests accurately meet the user’s needs
- Eliciting complex business processes and workflows and distilling down into a consumable story
- Assisting in the development of change management and training collateral
- Auditing data to monitor potential data quality issues
- Understanding of PMO principles and objectives
5
Skills For Senior Business Analyst, Financial Services Resume
- Supporting strategic plan proposal and distribution of top down target by country
- Ensuring full alignment with partnership office and transformations teams
- Being the “gatekeeper” of Strategic plan processes & rules
- Ensuring all Group IT required data are submitted in due time with A-Level Quality. IT expense benchmark, IT Strategic Plan, Audit Fees submission in Magnitude
- Analyzing data to determine modifications needed to optimize procedures and processes
- Delivering functional requirements for UX design
6
Skills For Senior Business Analyst Volvo Financial Services Resume
- Develop a deep understanding of existing users and what drives them to Booking.com
- Perform analytical deep-dives to analyze problems and marketing opportunities by researching and building financial models
- Manage incidents and Change Requests on the reporting tools (OBIEE – QlikView – DB Access) using CCM.net
- Develop data processing workflows to streamline reporting capabilities
- Help structuring our data in order to increase our efficiency of pulling relevant business data
- Lead quality assurance and testing. Create test plans, test new applications, and support the user acceptance testing process
- Core competencies include: adaptability / flexibility, teamwork / collaboration, communication, and planning / organizing
- Proficient in handling data analysis and reporting in Excel
7
Skills For Senior Financial Controller & Business Analyst Resume
- Work in consultative approach developing documentation and decks supporting recommended changes
- Design and develop database reports using SQL Server Transaction-SOL within SQL Server Reporting Services or other appropriate data extraction tools
- Bachelors’ or above in Engineering, Physics, Math, Statistics, Business, Economics or related field
- Has worked in one major Consulting Firm for at least 4/5 years
- Embrace change, multi-task, and provide hands on supervision in a multi-faceted and ever-changing environment
- Build Reports and enhancements working together with consultants in order to develop the best solution in compliance with sox requirements
- Analyze issues and give a first level analysis to Carnival developing team in order to minimize resolution time
8
Skills For Business Analyst, Financial Systems Resume
- Weekly call with Carnival reporting team to discuss topic and schedule activities
- Manage the QlikView dashboard's enhancements using IT Jira Tool to track the developments and releases on PRD made by consultants team
- User requirements collections on reporting needs
- Oracle Period end Closing Activities with focus on AP module
- Define and operationalize meaningful segments of Booking.com users
- Extract actionable insights through analyzing large, complex, multi-dimensional customer behavior data sets
- Proactively provide actionable reporting to business stakeholders
- Adopts a continuous improvement mind-set, adaptable and willing to take on new tasks as we reap benefits through process improvement
- Adopts a continuous improvement and learning mind-set
9
Skills For Senior Business Analyst Financial Analysis Resume
- Attested knowledge of popular trading risk systems such as Imagine, Front Arena, RiskMetrics, Calypso, Murex
- Indirect management of 3 resources in India, to produce all templates required for Data collection for quarterly closing and budget update
- Influence and gain support for a decision while collaborating with a decentralized customer base
- Adapt to changes and be proactive in identifying when changes impact PeopleSoft configuration and/or functionality
- Ensure ongoing configuration maintenance of the Financial Aid PeopleSoft module
- Serve as liaison to the PeopleSoft project group for semester conversion, upgrades and other ongoing activities
- Self-starter who can work in a dynamic, quickly changing, and high pressure environment
- Lead business analyst support for Financial Systems (upgrades, enhancements, and issue resolution while following systems development life cycle)
10
Skills For Financial Accountant / Business Analyst Resume
- Help with Financial Systems strategic planning, business plan, and budgets
- Highly “Result” oriented and driven person
- Expertise and knowledge of tax aspects on international flows
- Documents change requests that come directly from the business
- Prepares Project Approval Document (PAD)
- Produces user guide if required
List of Typical Responsibilities For a Business Analyst, Financial Resume
1
Responsibilities For Financial Aid Business Analyst Resume
- Self-driven, meticulous and a good team player with a CAN DO attitude
- Prioritize and manage several projects simultaneously and successfully
- VBA, SQL programming, data-modeling and exposure to Business Intelligence tool are definite advantage
- Adapt quickly to new technologies and be willing to research new topics in system administration
- Able to multi-task with different projects or assignments
- Familiarity with and/or knowledge of SQL language
2
Responsibilities For Financial Crimes Business Analyst Resume
- Growth mindset and commitment to continual improvement
- A natural connector who generates enthusiasm and optimism amongst team members
- Treasury product and Murex System knowledge are definite advantage
- Systems development life cycle and methodology
- Knowledge of software technology concepts
3
Responsibilities For Business Analyst Financial Systems Resume
- Successfully work with a diverse set of internal and external partners and all levels of the organization
- Annual invoice volume: 50,000 invoices for $1.5 Billion; Unvouchered Liabilities for $2.0 Billion; Annual O&M and Capital Budget for $250 Million
- Exposure to US Healthcare desirable
- Interpret end-user non-technical specifications and transform request to function technical specifications
- Department process improvements
- Oracle PO and AP users' support
- Users' responsibilities Sox Control Owner
4
Responsibilities For Senior Business Analyst Financial Systems Resume
- Find opportunities for automation and optimization to improve processes
- Assists colleagues unprompted
- Team Contributions (40%)
- Travel (5%)
- Work with business partners, business analysts and other software development teams to define system scope and objectives
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