Finance Analytics Resume Sample

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Hunter Upton
22067 Marianne Rapid,  Chicago, IL
+1 (555) 195 6597

Work Experience

Finance & Analytics Manager
10/2015 - PRESENT
Boston, MA
  • Customer Focus:Connects meaningfully with customers to build emotional engagement and customer advocacy. Simplifies complexity and integrates internal efforts to deliver an optimal customer experience
  • Leads Positively:Leads by example to cultivate a climate of motivation, positive energy and meaning in work. Assesses, selects, recognizes, develops, and empowers diverse talent
  • Business and Product Line P&L profitability analysis
  • Focus on Costing, Product and Item Master data to ensure accuracy and look for improvement opportunities
  • Accounting activities - assisting with month end close, with a focus on inventory, costing, P&L and Mix Analysis
  • Finance lead for full physical inventory counts and cycle counts
  • Participate in budgeting and forecasting activities increasing forecast accuracy
  • Core member of ERP re-implementation Team (Visual 9)
  • Prepares quote P&Ls for sales opportunities
Global Consumer Products Finance & Business Analytics
07/2010 - 04/2015
Philadelphia, PA
  • Strong leadership and team building skills and sense of urgency
  • Identify key trends impacting revenue, expense and EBITDA to Domestic Sales organization team
  • Develops and performs predictive sales modeling including customer profiling, market analysis and sales implementation
  • Provides training and development of ad hoc reports and analysis for various managers as requested
  • Ensures consistent, accurate and most relevant view of data is available to all users and levels of Domestic Sales organization
  • Recommend and coordinate IT solutions and business intelligence team and ensure corrections or changes are implemented efficiently and effectively
  • Partnering with Finance Team and greater News organization to support show and project lifecycles
Finance & Analytics Intern
12/2004 - 02/2010
Houston, TX
  • Formulates actual versus budget analysis, manufacturing profit variance analysis, and actual versus standard cost comparisons
  • Related accounting experience
  • Solid working knowledge of Generally Accepted Accounting Principles (GAAP) and SOX
  • Experience with large sets of data – analyzing, interpreting and presenting to non-Finance personnel
  • Involvement working with and leading cross functional Teams
  • Continuous Improvement Experience (Six Sigma, TPM, Kaizen/Rapid Improvement Events)
  • Strong written and verbal communications skills; ability to interact clearly and confidently with all levels


Southwest Minnesota State University
1999 - 2003
Bachelor's Degree in Finance

Professional Skills

  • Strong organization and planning skills are needed to manage multiple priorities with tight deadlines
  • Strong analytical and problem-solving skills, capable of multi-tasking in fast-paced, dynamic environment
  • Strong problem-solving skills and an ability to produce results in an evolving environment
  • Excellent Judgment & Decision Making skills
  • Highly analytical with a holistic approach and strong problem solving skills and quantitative aptitude
  • Strong oral and written communication skills, including an ability to simplify technical concepts and analysis for non-technical audiences
  • Strong interpersonal skills to develop positive, effective relationships with other departments/business partners and team

How to write Finance Analytics Resume

Finance Analytics role is responsible for leadership, modeling, technical, organization, analytical, payroll, finance, training, analysis, planning.
To write great resume for finance analytics job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Finance Analytics Resume

The section contact information is important in your finance analytics 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
  • Email
  • Telephone number

Work Experience in Your Finance Analytics Resume

The section work experience is an essential part of your finance analytics 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 analytics 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 analytics position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Finance Analytics resume experience can include:

  • Analytical role in banking Experience in an is required
  • Good working knowledge of how ETL tools are implemented
  • Experience of working with the C-Suite / CFO, CRO, CDO community
  • Functional experience in architecting client solutions (Finance transformation, process redesign, control design and implementation)
  • Strong working knowledge of Microsoft Excel and PowerPoint
  • Experience in forecast and budgeting

Education on a Finance Analytics Resume

Make sure to make education a priority on your finance analytics resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your finance analytics 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 Analytics Resume

When listing skills on your finance analytics 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 analytics skills:

  • Communicate effectively to multiple constituencies in multiple platforms from email to PowerPoint
  • Lead a team of 1-3 analysts. Ensure analysts have proper and continued feedback. Create development plans that improve technical and leadership skills
  • Necessary analytical and technical skills to manipulate and interpret large amounts of information
  • Experience developing an understanding of ‘Big Data’ through discovery and deduction
  • Experience leading/ coordinating projects
  • Experience leading and developing a team of analysts

List of Typical Experience For a Finance Analytics Resume


Experience For Global Consumer Products Finance & Business Analytics Resume

  • Educate IT on the monetization opportunities for new data elements and work with them to structure data in a manner that enables reporting and analysis
  • Develop fact-based conclusions to share in decision-making process
  • Maintain an entrepreneurial "self-starter" mindset to take accountability and drive change
  • Develop relationships with management to gain a deep understanding of the business and identify opportunities to influence revenue growth and margin improvement
  • Lead efforts to research new underwriting data stored in our central data warehouse. Identify business opportunities to monetize this data

Experience For Finance & Analytics Intern Resume

  • Work with IT to normalize data elements from different sources. Ensure proper controls and processes are in place to guarantee data reliability and timeliness
  • Research trends and communicate opportunities and issues to management
  • Partner with Actuary and Medical Economics teams to mine data, develop root cause analysis, and validate capitation rates.Present outcomes concisely to executive leadership
  • Provide P&L data analysis for membership, revenue, and medical expense support
  • Knowledgeable of healthcare financial terms such as cost, utilization, and Per Member per Month (PMPM); working understanding of Medicaid, Medicare, and Commercial healthcare programs
  • The key SLT and EG leaders
  • Familiarity with financial applications

Experience For Finance & Analytics Manager Resume

  • Sales Operations knowledge
  • Virtual, US, Flexible
  • Annual flu shot

List of Typical Skills For a Finance Analytics Resume


Skills For Global Consumer Products Finance & Business Analytics Resume

  • Leverage financial modeling skills to create regional dashboards
  • Payroll experience, including payroll systems/vendors
  • Experience creating reports with Crystal, SQL, or Tableau
  • Integrate new data attributes into reports and dashboards for measuring management’s progress on priorities
  • Experience of Business Architect/ Finance role in financial services
  • Experience within Financial Services

Skills For Finance & Analytics Intern Resume

  • Strong interest in economics/finance/policy and acute awareness and attention to the energy industry and finance industry
  • Experience in Data Management and Analytics in multinational corporations
  • Experience in health care industry
  • Four years of technical experience required
  • Medicare Advantage or Part D reconciliation experience
  • Experience in Finance
  • Operate as an integrated functional team to deliver business driven solutions
  • Identify areas of price opportunity, drive data driven analytics to support decisions and enforce effective execution
  • Mentoring new individuals and exposure of leading team members

Skills For Finance & Analytics Manager Resume

  • Being Courageous - Problem Solving
  • Being Inventive – Creativity, Innovation Management, Business Acumen, Learning on the Fly
  • Being Richly Diverse - Peer Relationships, Managing Diversity
  • Being our Brand - Customer Focus
  • Analyzing the current state, e.g.
  • Publishing Industry knowledge
  • Being Driven - Drive for Results, Decision Quality, Action Orientated
  • Critical Thinking, Complex Problem Solving, Deductive Reasoning, and Mathematical Reasoning

Skills For Finance Analytics Lead Resume

  • Support business partners during forecasting and reporting cycles
  • Others: Hand on with Unix/Linux, DBMS, Scheduling, Change Management, Incident Management, Oracle utilities/Reporting Exposure
  • Passionate and highly persistent, willing to go the extra mile to deliver a winning solution
  • Support sales leaders in enhancing multi-level customer relationships through analytical and financial dialogue regarding their market / investment approach
  • Work on projects such as marketing performance, initiative planning, and systems implementations
  • Presents proactive ideas about creating operational efficiencies within the Network and the assigned operating units
  • Support the cross-segment pricing analytics process via relevant KPI development and reporting, as well as Dashboard creation and maintenance

Skills For Finance Manager Epm Analytics Resume

  • Digital Operating model design and delivery
  • Knowledge of data, especially in regard to traditional data architectures, data modelling and move big data solutions
  • Maintain licensure/certification/registry/listing (if applicable to your job)
  • Significant interaction with senior management, including presentation of findings and results in PowerPoint
  • Strategic thought leadership -- a big-picture view while executing functional requirements
  • BS in Business, Finance or Accounting
  • Adept with Microsoft suite of software tools including Excel, PowerPoint, and Word

Skills For Finance Manager Global Analytics & Lending Resume

  • Preferably Manager/Assistant Manager specialized in Banking/Financial Services or equivalent
  • Liaise with accounting and legal to continually understand changes in guidance and optimize revenue recognition and contract details
  • Performs major role in monthly closing activities and financial statement preparation. Reviews technical areas
  • Conducts special financial studies and projections and develops recommendations for financial decision making
  • Develop and execute comprehensive pricing strategies and optimization tactics to improve profitability across the customer portfolio
  • Improve pricing governance model to ensure decisions are properly executed and maintained
  • Perform year-over-year medical expense and utilization trending analyses

Skills For Finance Global Self Service Analytics Specialist Resume

  • Participate in monthly close and annual budget planning activities
  • Proficient in Teradata/Hive/DBMS platforms to perform ETL activities
  • Knowledge of Cloud, Big Data and Intelligent Automation and be able to advise clients on building/ enhancing architectures based on industry best practices and their own past experience of such solutions. Credibility in this area requires domain and industry-specific experience
  • Knowledge of Medicare Bid Process
  • Knowledge of Medicare reconciliations (CMS plan payments, member payments, Medicare Secondary Payer)
  • Knowledge of Incurred But Not Reported (IBNR) methodology

Skills For Finance Analytics Manager Resume

  • Explain data science to business/non-technical audiences
  • Annual TB test (if applicable to your job location)
  • Annual HLCs (Healthstream, formerly CBL)-Safety at Work and Corporate Compliance
  • Analyze, organize and synthesize large, complex sets of data
  • Sharp technology aptitude, technical acumen and curiosity in the innovation space
  • Break down complex ideas into understandable and actionable messages
  • Knowledge of tools/ vendor products such as Moody’s Risk Calc/ Risk Frontier / Credit Edge, Bloomberg, Reuters, Murex, QRM, etc
  • Extensive knowledge and comfort with ERP financial systems (preferably Hyperion)
  • Interface across key internal functions to drive the agenda of the market and to orchestrate profitability-focused outcomes

Skills For Finance & Risk Analytics Resume

  • Ensure end to end analytic solutions are defined, designed and delivered to meet the functional agenda of the business
  • Act as an escalation channel for function & Global Analytics
  • Primary point of contact / relationship owner for senior functional stakeholders
  • Identify business requirements based on strategic roadmap & business objectives of each product
  • Communication and engagement with stakeholders for product updates

Skills For Associate, Central Analytics, Finance Resume

  • Ensure solution integrity of all solutions delivered through Design Authority, BOC engagement support of Live G4 process
  • Produce Financial analysis & presentation of corporate finance KPIs and results
  • Reviews, analyzes and ensures the accuracy of the financial and statistical reports for presentation to management
  • Compile and evaluate competitive data, and develop an awareness of the marketplace to shape decision making by monitoring emerging trends in Pricing Strategy and best practices
  • Foster professional, positive relationships with all stakeholders in the workplace

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