Financial Analyst / Accountant Resume Sample
Timmy Walker
586 Von Views,
Boston,
MA
+1 (555) 192 8468
Work Experience
Senior Financial Analyst / Accountant
11/2015
-
PRESENT
Detroit, MI
- Progressive experience in accounting and ERP systems required
- Good understanding of standard cost manufacturing accounting processes
- Preparation of quarterly forecast for department spending, capital budgets, and headcount for the Sales, Marketing and Division Admin groups within the Semiconductor Test Division, including providing financial support to the managers within these groups and Finance
- Ensure the financial books are properly stated for the Sales, Marketing and Division Admin groups as part of the monthly and quarterly financial close processes, working and interacting with the Accounting team
- Provide weekly reporting of new orders and maintaining key financial metrics for the Sales group
- Assist in setting the annual booking quota for the sales engineers. Analyze and review the related payouts for Rep Commissions and Sales incentives
- Work with the Service Division for forecasting and monitoring the strategic sales/service budget
- Provide Ad Hoc analysis and reporting to Semiconductor Financial Managers and Corporate FP&A
- Good knowledge of at least one GAAP
Financial Analyst / Accountant
10/2009
-
10/2015
Detroit, MI
- Strong skills in Microsoft suite (particularly Excel)
- Work well in a team and as an individual contributor as required
- Plan, prioritize & execute to deadlines
- Demonstrated ability to identify & implement process improvements
- Maintains and ensures accuracy of employee information in the District HR Systems, and K12 / FLCCA office
- Coordinates the onboarding of all new hires which includes, but is not limited to, the processing of new hire paperwork and setting up fingerprint appointments
- Ensures all HR physical documents are maintained at the K12 / FLCCA office, and that appropriate security protocols are maintained for HR / fingerprint storage
- Support the month-end closing processes, which include financial reporting and journal entries/adjustments (including gross-to-net sales)
- Prepare monthly management financial reporting packages, which include results, variance analysis and recommendations
Senior Financial Analyst / Accountant
04/2006
-
08/2009
Boston, MA
- Develop and/or maintain financial models to directly support upper management
- Research industry and economic trends to provide insightful analytics
- FP&A support by providing financial and operational budgeting, forecasting, planning, modeling, reporting and analysis
- Build or maintain financial models
- Directly support accounting month end closings
- Experience with mid-to-large tier ERP systems, such as MS Dynamics, Great Plains, SAP, Oracle, Concur, etc
- Prepare quarterly / annual consolidation file and analyses which support financial statements
Education
Norwich University
2000 - 2005
Bachelor's Degree in Accounting
Professional Skills
- Proven organizational skills- ability to multi-task
- Strong financial aptitude with experience in reconciliations and multi-tasking abilities
- Experience as bridge between Field Finance/Accounting teams and Corporate Finance & Accounting – and being liaison for business process and data
- Hands-on experience balancing and reconciling general ledger accounts
- Demonstrated understanding of Microsoft Excel and PowerPoint required
- Strong written and oral communication with ability to discuss observations of financial information with accounting and operational management
- Prioritize and multi-task while meeting critical deadlines
How to write Financial Analyst / Accountant Resume
Financial Analyst / Accountant role is responsible for excel, accounting, modeling, microsoft, analytical, manufacturing, retail, finance, training, auditing.
To write great resume for financial analyst / accountant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Analyst / Accountant Resume
The section contact information is important in your financial analyst / accountant 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 Financial Analyst / Accountant Resume
The section work experience is an essential part of your financial analyst / accountant 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 financial analyst / accountant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial analyst / accountant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Analyst / Accountant resume experience can include:
- Demonstrated proactive attitude, showing and taking initiative, and strong work ethic
- Effectively interface with all levels of management, operations, and external customers
- Manage multiple tasks, meet deadlines, interact effectively in a team environment, along with willingness to adapt to change
- Experience in Oil & Gas Financial Analysis or Accounting
- Intacct accounting system experience
- Prepare consolidated balance sheet schedules and income statement schedules
Education on a Financial Analyst / Accountant Resume
Make sure to make education a priority on your financial analyst / accountant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial analyst / accountant 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 Financial Analyst / Accountant Resume
When listing skills on your financial analyst / accountant 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 financial analyst / accountant skills:
- Strong analytic skills and able to think independently. Strong communications and organization skills
- Analytical mindset and solid Excel skills
- Experience in PowerPoint - Advance excel and modeling skills
- Microsoft Office particularly Excel skills and experience with ERP Systems preferably Microsoft Dynamics AX
- Prioritize and multi-task while exhibiting good judgment and poise in a fast-paced environment
- Proficient problem-solving and analytical skills
List of Typical Experience For a Financial Analyst / Accountant Resume
1
Experience For Senior Financial Analyst / Accountant Resume
- Experience in the following areas required
- Accounting or related experience
- Experience in accounts analysis and reconciliation
- Taking part in preparing SEC filings (Press Release, 10Q, and 10K) which includes preparing various schedules, and reviewing and editing various drafts
- Placing foreign currency hedge trades and recording realized and unrealized gains/losses
- Preparing schedules and recording Teradyne’s common shares repurchase transactions
- Performing revenue testing under the new revenue standard for two of Teradyne’s product divisions
2
Experience For Cost Analyst / Financial Analyst / Accountant Resume
- Administering the Capital Appropriation Request (CAR) process
- Ensuring all intercompany processes are appropriately documented and updated regularly as the business processes change
- Prepare stand-alone reporting documents including RPIE and TC201 reports
- Engage in securitization investor report creation, review and distribution, ensuring servicing activity results are accurate and timely
- Comfortable with ad hoc reporting using disparate data sets and sources that feed complex financial systems, models and business processes
3
Experience For Financial Analyst / Accountant Resume
- Prepare and analyze data related to the budget and reforecasting process
- Weekly review and analysis of Other Cost of Sales including quarterly allocation of the activity. Quarterly forecast of Other Cost of Sales activity for QBR
- Review production work-in-process and work order aging
- Review and report on manufacturing variances, specifically job close, purchase price, and standard cost changes
- Handles the expense report reimbursement, coding and the check distribution process
- Ensures timely and accurate submissions for state and federal funding determinations, audits responses, and interim financial reports
- Master's in Business, Accounting or Finance
- Assist in the preparation of 10-Q / 10-K financial statements, footnotes to financial statements, MD&A disclosures and related work papers
- Prepare monthly journal entries for prepaid expenses, marketable securities, G&A expenses and all other corporate transactions
4
Experience For Senior Financial Analyst / Accountant Resume
- Prepare quarterly mortgage packages
- Prepare monthly sales tax reports
- Prepare summary and analysis schedules in response to management requests on an ad hoc basis
- Budget operational and overhead expenses
- Interpret and explain variances in actual results compared to budget and outlook numbers
- Perform month end account analysis and reconciliations
5
Experience For Cost Analyst / Financial Analyst / Accountant Resume
- Clearwater to Custodian Statements reconciliation
- Currency Translation Adjustment check
- Other ad-hoc projects as required
- Manage capital and fixed asset investments
- Develop and prepare customer and product profitability analysis
- Partner with Operations to develop appropriate standard product costs
6
Experience For Financial Analyst / Accountant Resume
- Maintain the appropriate environment of internal financial controls to ensure that the financial statements are free from material errors
- Support external audit requests
- Month End Close Tasks – (MC monthly activity/accrual, Consolidated Profitability Reporting process, EOM Reports Recon, Direct vs Indirect process, Various journal entries/accruals/reclasses, GL 113223 recon,
- Technical Accounting experience and knowledge
- Analysis and review for periodic updating of Standard Costs for both domestic and foreign Teradyne Organizations, including our major Contract Manufacturer
- Analysis and updates of Excess Inventory Reserve activity and associated breakouts by various product lines. Completing Corporate Reserve Rollforward schedule
7
Experience For Senior Financial Analyst / Accountant Resume
- Allocations (TDS, Revenue, Stats), Expense analysis/pivots, RevPro reconciliation)
- Build and maintain relationships with multiple departments at all levels across the segment
- Opportunity for travel periodically
- Maintain/update key MS Access databases Oracle Inventory & General Ledger Transactions/Balances. Reconcile to insure accuracy
- Balance sheet accounts reconciliation and analysis
- Ad hoc assignments, as required
8
Experience For Cost Analyst / Financial Analyst / Accountant Resume
- Proficient in MS office productivity tools such as Excel
- Self motivated, resourceful and team player
- Budgeting:Leads the development of the 5-year Southern Company Operations billing budget by functional area. Coordinate budget schedules, data requests, variance analysis, and reporting with business units. Coordinate budget meetings with managers and departmental areas
- Demonstrate Southern Company Values – Safety First, Unquestionable Trust, Superior Performance, and Total Commitment
- Safety focus and a strong personal safety record
- Leadership: Take on leadership responsibilities for projects. Work with other budget analysts to insure consistency and accuracy of information
- Coordinate monthly activities, cash movements and address securitization servicing questions with internal customers, trustees/administrators and securitization investors
- Experience in with Oracle Financials, Hyperion, or Discoverer
9
Experience For Financial Analyst / Accountant Resume
- Accountable for journal entries and account reconciliations to support securitization accounting and reporting
- Responsible for legal entity accounting, review and analysis
- Drive necessary securitization system changes and overall process transparency/documentation
- Prepare and initiate daily securitization wires
- Present monthly and quarterly results to leadership
- Drive special projects and address ad hoc requests, as required
- Identify and implement process improvement and risk mitigation
- Detail oriented, energetic, motivated, accountable and takes initiative
10
Experience For Senior Financial Analyst / Accountant Resume
- Organize data, perform independent analysis and provide explanations to management
- Communicate across levels of business (both vertically and horizontally)
- Flexible and can work independently as well as in a team environment
- Responsibility for timely and accurate generation of financial statements and the preparation of internal and external management financial reports
- Design and maintain moderately complex forecasts using trend and statistical techniques. Make recommendations for further review by sales, operations, and business unit management
- Performing account analyses and reconciliations, including general ledger accounts, trend and utilization analysis, cost analysis and make recommendations based upon the research
- Assist with internal control evaluations related to Sarbanes-Oxley and ascertain whether company assets are properly accounted for and safeguarded from loss
- Supports collections processes and analyses
List of Typical Skills For a Financial Analyst / Accountant Resume
1
Skills For Senior Financial Analyst / Accountant Resume
- Accounting experience, preferably in a public accounting firm or in the commercial real estate industry
- A CPA certification and /or public accounting experience is required
- Strong attention to detail and ability to complete projects start-to-finish
- Experience in Bank Instructions
- Proven ability to work in a fast-paced environment and to meet tight deadlines
- UK statutory accounts experience (ideally FRS102)
- Experience with SOX, GAAP, IFRS highly desired
- Intermediate/advanced Excel experience (pivot tables, v-lookups, sumifs)
2
Skills For Cost Analyst / Financial Analyst / Accountant Resume
- Equivalent combination of education and experience Desirable
- Standing, walking, reaching, talking, typing, calculating, printing, writing
- Collecting, analyzing and reporting on our quarterly expense, headcount and capital budgets
- Willing team player to work cross-functionally to assist and resolve financial, accounting and employee issues
- Assisting in preparation of the Monthly Management reporting process
- Communicating within and outside of department as necessary to accomplish accounting/business goals and objectives
- Assisting with internal and external audits, including statutory audit of Singapore entity
- Concentrating in Revenue Recognition and Contract Review
- Ongoing Tasks – (Fee Item requests/maintenance, weekly MCI/FNBO process, provide ISO backup, recons - IAC & Blacklines, FNBO MASA, TDS Manual Entries File)
3
Skills For Financial Analyst / Accountant Resume
- Assist in the development of budgeting, forecasting and actual reporting systems to produce analysis and accounting information for management decision-making
- Federal, State and Local grant accounting, including Title funding
- Complete quarterly Inventory & Overall Supply analysis for quarterly reporting, reviewing trending changes for reasonableness
- Responsibility for Sarbanes Oxley controls relating to Inventory ensuring associated evidencing for Internal/External Audit
- Analyze P&L and B/S trends using key operational metrics, while providing insight into future risks and opportunities
4
Skills For Senior Financial Analyst / Accountant Resume
- Determine proper accounting for capitalized inventory and capital being returned to inventory
- Three or more years of public accounting OR corporate accounting/analysis
- Prolonged sitting at a workstation utilizing a computer, keyboard, mouse, 10-key, desk phone, printer, scanner, and copier
- Create monthly and ad hoc reporting including relevant comparisons and trend analysis
- Create reviews and analyses associated with support and recording of manual journal entries during monthly and quarterly financial closes
- Extensive use of and with our Oracle Manufacturing ERP system for the purposes of financial reporting
- High energy, self-starter with a continuous improvement mindset and critical thinking application
5
Skills For Cost Analyst / Financial Analyst / Accountant Resume
- Free Cash Flow Forecasting
- Support project based time statement process for advanced engineering projects
- Evaluates operating records and financial statements
- Coordinates with all levels of management to gather, analyze, summarize and prepare recommendations regarding
- Coordinate with internal and external auditors on reviews, audits and Sarbanes Oxley (SOX) testing
6
Skills For Financial Analyst / Accountant Resume
- Provide financial accounting support to the business unit and head office
- AFE partners for ongoing expenditures
- Support ongoing project management and operational expenditure efficiency activities
- Gather and analyze data from multiple areas to ensure proper recording of all Capex and Opex expenditures
- Detailed cost analysis, interpretation of results, and problem solving
- Active role in the monthly financial statement closing process
- Monitor and analyze inventory activity and balances, and manufacturing variance analysis
- Prepare journal entries including revenue recognition, excess and obsolete inventory analysis, etc
- Provide monthly commentary on financial performance and key business indictors for the upcoming periods
7
Skills For Senior Financial Analyst / Accountant Resume
- Participate in month end close to include various areas of reporting and reconciliation of balance sheet accounts
- Daily tracking/oversight of cash levels
- Review and streamline accounting processes as needed
- Complete other tasks within the accounting department as needed
- Update of actual Expense Spending tools like Pillar, E-bud and SAM website
- Collaborate with business partners to ensure all funding initiatives and objectives are successful
- Assess and drive compliance with any internal/external audit and Reg AB servicing requirements
- Develop and support best practices and process improvements
8
Skills For Cost Analyst / Financial Analyst / Accountant Resume
- Great benefits and competitive pay
- Great team and work environment
- General Inventory and A/R accounts
- Lead various analysis and accounting tasks including preparing journal entries, supporting schedules, account analysis, reconciliations and month end reporting to assure business transactions are accurately reflected in financial reporting
- In coordination with the engineering teams, develop management reports to provide timely, relevant and actionable information by product line and department
9
Skills For Financial Analyst / Accountant Resume
- Assist and support with preparation and execution of invoicing, revenue recognition, intercompany transactions, inventory and cost variance analysis, payroll and A/P processes, and other general ledger activities for multiple entities
- Provide support to internal and external auditors supporting audits and providing support to key annual initiatives including fixed asset and inventory audits and compliance
- Lead and support special projects with a focus on lean operational efficiency and improvements of KPI’s in support of the entity
- Ensure compliance with all legislative requirements in the facility’s geographic location and
- Forecast spending for the Engineering group within the Semiconductor P&L, as well as provide financial support for managers within the finance, HR, and engineering groups including any ad hoc requests/reporting
- Perform return-on-investment analysis on engineering project investments. This includes collecting & tracking project-related headcount, expense, and revenue projections in an effort to help project teams forecast requirements along with presenting any changes over time to the Engineering team
10
Skills For Senior Financial Analyst / Accountant Resume
- Track and report changes to product line spending roadmap and provide program management group with headcount information needed as part of our headcount planning process (Aggregate Project Plan)
- Reconcile product line roadmap spend to departmental budget spending
- Supervise quarterly close accrual and reclass entries to the General Ledger
- Provide quarterly project costs and phase gate updates to the global tax accountants
- Report directly to Controller
- Prepares analyses of balance sheet and profit and loss accounts
List of Typical Responsibilities For a Financial Analyst / Accountant Resume
1
Responsibilities For Senior Financial Analyst / Accountant Resume
- Able to transforming large sets of financial data into actionable information for decision support
- Assist the Operations management team in the preparation and determination of the Operations spending
- Analyze and maintain the Operations spending model
- Assist the quarter end process including the inventory absorption analysis
- Ad hoc requests, including financial analysis
2
Responsibilities For Cost Analyst / Financial Analyst / Accountant Resume
- Assist in the preparation of the annual operating budget and periodic forecasts
- Analyze trends and actual vs. budget variations in revenue, expense and working capital components
- Coordinates administration of bank accounts
- In accounting environment, with experience in general ledger production, month end closing processes, financial statement preparation and cost analysis
- Proficient in Microsoft Office software (Word, Excel, and Power Point)
- Work well in a team environment that promotes inclusiveness and communication among team members
3
Responsibilities For Financial Analyst / Accountant Resume
- Work evenings/weekends
- Interacting with product divisions’ managers as well as Asia and Japan controllers to gather all relevant financial data for revenue and costs, as well as inventory and inventory reserves allocations related to Teradyne’s tax structure
- Preparing monthly Equity and Other Comprehensive Income statements including shares outstanding, preparing intangible assets schedule for one of the acquired divisions including recording the amortization and preparing reconciliations for other balance sheet accounts, as required
- Oversee the fixed asset recognition & reconciliation in accordance with SOX requirement
- Review and analyze daily, weekly and monthly financial transactions to ensure accuracy of results, consistency across divisions & locations, and adherence to company policies & guidelines
- Become a key user of the corporate ERP system and accompanying business intelligence reporting application and use both to develop relevant dashboards and reports for use in Finance and other functional areas of the business
4
Responsibilities For Senior Financial Analyst / Accountant Resume
- Assist in the design and preparation of standard monthly reporting packages
- Assist in the preparation of the financial materials for the monthly Executive Committee meetings as well as the quarterly Bank required submissions
- Assist all divisions and locations with issue resolution and data research, as needed
- Develop new analyses and/or metrics designed to track operational initiatives, support business decisions and/or inform management about a topic or trend
- Identify and implement process improvement opportunities within Finance, as well as other functional areas of the business
- Participate in inter-departmental and inter-regional project teams focused on various process development and improvement initiatives
5
Responsibilities For Cost Analyst / Financial Analyst / Accountant Resume
- Develops and demonstrates a basic knowledge and company specific financial acumen by leveraging the experience of more senior peers and researching external publications/whitepapers, regulations, and proposed regulation changes
- Manage multiple projects concurrently with minimal direction
- Analyzes financial information to determine present and future financial performance. Identifies trends and recommends improvements accordingly
- Assist with budgets, forecasts, and financial plans,
- Establishes databases of pertinent information for use in analyzing future plans, forecasts, and makes recommendations regarding cost savings or profit generating opportunities and profitability improvement strategies
6
Responsibilities For Financial Analyst / Accountant Resume
- Look at internal controls and SOX compliance
- Debt covenant compliance
- Cost Analysis and Reporting: Lead the analysis of cost and budget data for the assigned department(s), and provide quantitative and analytical feedback to management to allow for improved budgeting and spending decisions. Gathers information and compiles reporting activities to departmental managers to enable information to be utilized in the business unit decision-making processes
- Assists in the preparation of routine and occasionally non-routine responses, in accordance with audit standards, to basic, occasionally moderately complex, requests from auditors during internal/external audits and immediately escalates process issues and/or potential process issues impacting any aspect of the audit work to the appropriate peer and/or management
- Assist in development of financial models and analyses to support strategic initiatives and financial cycles, including long range plans and annual plans. This includes developing forecasts and projections for revenues, costs, and cash flows for all key aspects of the business and articulating key business drivers and assumptions that underpin financial projections
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