Financial Analyst, Analyst Resume Sample

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Tressa Mraz
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Work Experience

Financial Intelligence Senior Analyst
02/2017 - PRESENT
Los Angeles, CA
  • Responsible for preparing the annual U.S. GAAP Financial Statements to ensure accuracy, compliance with reporting framework and consistency with other external reports
  • Compiling data for and prepares periodic financial reports of a highly complex nature
  • Stays current on new and evolving accounting pronouncements, keeping management informed as to their relevance to the Bank
  • Public accounting and CPA required
  • Progressive accounting experience
  • Strong knowledge of accounting principles and regulations as well as various financial systems to maximize compliance with GAAP, SOX, SEC, IRC, etc
  • Strong organizational, execution and communication (oral and written) skills required
  • Industry experience – manufacturing/distribution or professional services
  • Strong knowledge of Microsoft Excel, including experience writing scripts in Visual Basic (intermediate user)
Client Financial Analyst
03/2012 - 12/2016
New York, NY
  • Experience in the financial industry (investment management, consulting, or investment banking)
  • Strong PC skills, including advanced knowledge of Excel, Word, and PowerPoint
  • Update Canon USA’s daily cash position
  • Analysing, investigating and explaining key movements and trends in P&L lines
  • Providing financial support to Business/Functions & assist them in decision making
  • Monitor regulatory developments and industry trends to facilitate incorporation into the Firms’ AML program
  • Ensure team’s compliance to procedures and controls
  • Working as an integral part of the team to develop capital and liquidity optimization
Junior Financial / Product Control Analyst
10/2005 - 10/2011
New York, NY
  • SQL experience preferably in Microsoft SQL Server (intermediate user)
  • Experience with data warehousing, data marts, and data mining. Ability to merge, concatenate, clean data and check for data consistency and accuracy
  • Experience working with complex financial models, including validating and reporting on results as well as tracing errors and processing updates
  • Knowledge of Microsoft Office products, including Word & PowerPoint (intermediate user)
  • Strong interpersonal influencing and leadership skills
  • Excellent analytical abilities & attention to detail
  • Support a sales or marketing function, ideally with previous bid support experience
  • Question & challenge data with all levels of the business including senior management
  • Flexible work style, ability to work to deadlines and prioritise tasks


University of Connecticut School of Business
2001 - 2005
Bachelor's Degree in Finance

Professional Skills

  • Problem resolution experience requiring strong financial analytical skills, sound judgment and ability to work effectively with clients and technical staff
  • Demonstrated critical thinking and analytical abilities, including problem solving and time management skills
  • Strong PC and Microsoft application skills, including Word and Excel
  • Strong financial technical knowledge and analytical skills required with background in accounting
  • Advanced Microsoft Excel skills and experience with financial functions, pivot tables, macros, links and other advanced features
  • Strong verbal and written communication skills and a professional attitude and demeanor working with the internal team
  • Excellent computer skills, Excel, Word, PowerPoint and etc.,

How to write Financial Analyst, Analyst Resume

Financial Analyst, Analyst role is responsible for analytical, financial, excel, advanced, microsoft, finance, access, reporting, accounting, research.
To write great resume for financial analyst, analyst job, your resume must include:

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

Contact Information For Financial Analyst, Analyst Resume

The section contact information is important in your financial analyst, 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
  • Email
  • Telephone number

Work Experience in Your Financial Analyst, Analyst Resume

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

Representative Financial Analyst, Analyst resume experience can include:

  • Work with client finance teams in each operating group and company to accurately forecast, analyze and report client revenue, expenses and profitability on a monthly, quarterly and yearly basis
  • Excellent Power Point and Word skills
  • Experience, manufacturing cost accounting, previous experience with ERP and various accounting systems
  • Experience working in database environments. (Pride experience preferable)
  • Experience with test resource planning, cost estimation, resource mapping and tracking to a given baseline
  • Strong / broad understanding of internal control concepts (COSO 2013) including IIA Standards and various auditing techniques

Education on a Financial Analyst, Analyst Resume

Make sure to make education a priority on your financial analyst, analyst 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, 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 Financial Analyst, Analyst Resume

When listing skills on your financial analyst, 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 financial analyst, analyst skills:

  • Good judgment skills, attention to detail, and internet savvy
  • Demonstrated ability to communicate effectively and successfully with people at all levels
  • Excellent remuneration package, including excellent social package
  • Proficient in Microsoft Office applications with advanced Excel skills
  • Experience with margin analysis, cost reporting, inventory control/valuation and auditing
  • Experience in reviewing customer transactions and information for potentially suspicious activity and performing AML or fraud investigations

List of Typical Experience For a Financial Analyst, Analyst Resume


Experience For Client Financial Analyst Resume

  • Training and development of ourselves, 3M Finance, and our clients
  • Communicate with clients regarding budgets, billing, and accounts receivable issues
  • Liaise with and advise account teams regarding all finance matters; work in conjunction with the teams to reach appropriate solutions to any and all issues
  • Utilize ELS (Enterprise Lean Sigma) fundamentals on plant floor and finance/accounting activities to improve site productivity
  • Prepares additional reporting to facilitate consultant engagement with clients
  • Ensure timely submission of invoices and supporting documentation to client
  • Calculate and track monthly revenue based on active contracts and corresponding scope of work

Experience For Plant Financial Analyst Resume

  • Review and approve client budgets and upload properly into financial system Support client reporting, audit requests, and data collection
  • Distribute outstanding receivables report to management and work with staff to secure payment
  • Review missing time reports weekly and follow up on delinquencies
  • Works with account team to ensure financial deliverables and reporting are accomplished by deadlines
  • Compliance and integrity first
  • Be the proactive “right hand” to the Plant Manager
  • Provide counsel to reach 3M’s business goals
  • Data accuracy at the source

Experience For Financial Risk Management Analyst Resume

  • Standardize best practices across plants
  • Provide leadership in Business Transformation and successful SAP implementations
  • Be the subject matter expert of assigned reports, understand end to end process, and finance / business context
  • Collaborate with other individuals in the team to leverage best practices and drive process improvement
  • Achieve KPI targets - Accuracy and Timeliness
  • Provide analytical and accounting support to month-end closing process and ensure ongoing integrity of balance sheet and income statement accounts. Analyze and monitor inventory and fixed asset activity

Experience For Financial Forecasting Analyst Resume

  • Perform monthly site balance sheet reconciliation and lead efforts for periodic balance sheet reviews with FRNA management
  • Act as co-leader in maintaining and improving internal controls relating to local accounting and information systems. Support plant compliance with Sarbanes-Oxley control processes and documentation requirements
  • Provide financial and analytical support to cross functional operations team for tactical and strategic business decisions (i.e. capital investment proposals, cost benefit analysis, variable/fixed cost impacts, and financial modeling)
  • Maintains complete, accurate, and up-to-date written instructions for all tasks/responsibilities
  • Upload client budgets in financial system
  • Calculate and track monthly revenues based on active contracts and client billings Fee Reconciliation
  • Review project request forms for compliance and setup code in PeopleSoft
  • Process purchase orders upon request
  • Run financial queries upon staff request

Experience For Advanced Financial Analyst Resume

  • Provide time and expense details to PM’s as incurred on project(s)
  • Maintain and enforce risk management policies by collaborating with other groups to ensure policies are understood by business. Address requests for limit changes and/or policy updates as necessary
  • Perform all functions needed to generate the daily, monthly and quarterly VaR numbers. Identify and resolve issues producing results inconsistent with expectations with the goal of maximizing data accuracy and integrity
  • Partner with technology on internal risk management systems ensuring that data integrity is maintained and that end user needs are met. As necessary, provide support to application users through set-up, training and troubleshooting
  • Working knowledge of Microsoft Word, Microsoft Excel, Access, Visual Basic and Bloomberg Professional Service (including API)
  • Knowledge of accounting, financial statement analysis and credit analysis
  • General knowledge and understanding of financial products and their markets, including equities, fixed income and derivatives, as well as how these assets are valued
  • Develops a deeper understanding of the company's financial processes and a detailed knowledge of the business
  • Supports efforts to maintain accurate master data. Extracts data and

Experience For Financial Market Data Analyst Resume

  • Ensure the implementation, execution of and follow-up control over the subordinated to employee’s department activity on internal control procedures and policies of the Bank and on the implemented internal controls
  • Creates and analyzes financial and utilization reports
  • Maintains historical data file integrity for clients
  • Completes calculations and analysis to support client deliverables
  • Performs quality assurance work to ensure accuracy and efficiency
  • Supports staff when needed in other areas
  • Facilitate the negotiation of client contracts with the account staff and legal department
  • Analyze trends and cultivate mitigation strategies to assure financial prosperity for accounts managed

Experience For Financial Risk & Controls Analyst Resume

  • Approve time and expense write-offs and follow up on unbilled WIP
  • Advise manager of expenditures
  • Report commentary to corporate to ensure healthy cash flow
  • Coordinate internal financial allocations cross office (domestic and global)
  • Prepare and review staff utilization reports and flag issues for management
  • Ensure department compliance with company financial policies (e.g. revenue recognition, job requisitions, time entry, travel and expense, billing, accounts payable, and new business)
  • Train account staff on internal finance systems, procedures, and financial project management

Experience For Financial Investigation Unit Analyst Resume

  • Monitor, Report, and Analyze plant manufacturing costs, production variances (volume, process orders and spend variances), productions volumes and inventory reporting, Absorption Analysis and the monthly closing process
  • Prepare Journal Entries, PPV report, Raw Material Adjustment report, and Factory Scorecard metrics
  • Support and prepare the plant budget process including cost planning and standard costs, updating Bill of Materials (BOMs) and headcount and Plan Labor planning
  • Primary contact for the Plant Controller, Plant Manufacturing Team and Business Unit Controlling Team for all financial topics including ad hoc analysis and project support
  • Continuous Improvement analysis and recommendations: Cost Reduction Tracking and Project Identification, Prioritization and Completion Facilitation

Experience For Financial Treasury Analyst Resume

  • Understanding of MDA Systems Engineering process
  • Familiarity with various Controlling and Financial systems
  • Support BMDs, IMTP, MDA Engineering
  • Analysis and tracking for Congressional RFIs/RTCs
  • UFR development,justification, and tracking support
  • Internal Controls: Ensure Sarbanes-Oxley compliance and compliance with applicable Corporate Policies and procedures
  • JDE/ERP: Support transition from legacy systems to JDE. Support standard costs and creation new product setup within the system
  • Excellent Microsoft Excel skills which include experience with large multiple sheet workbooks, formulas/functions, including business/financial and pivot tables
  • Strong learning agility to understand new derivative products, trading strategies and business models

Experience For Financial Bid Analyst Resume

  • Identify and implement process simplification, standardization and automatization on position reporting to improve effectiveness and efficiency
  • 3~5 years or more of operations finance and accounting experience within a plant
  • Ensure effective and constructive communication with key stakeholders
  • Demonstrated change agility and ability
  • Trading P&L (KPI) calculation and analysis
  • Use advanced analysis, forecasting, and modeling concepts to predict key elements in support of company’s budgeting and forecasting process
  • Design and maintain portfolio forecasting tools designed to aid corporate departments in budgeting, planning, and securitizing activities
  • Commodity Position, Foreign Exchange, Trading PnL, Working Capital Management and Monitoring

List of Typical Skills For a Financial Analyst, Analyst Resume


Skills For Client Financial Analyst Resume

  • Accounting/Finance experience in a manufacturing environment (either through industry or public accounting)
  • Experience in Banking Services, branch operations, risk management, or other related function required
  • Solid understanding of deposit and loan transactions
  • Some experience in working with financial data and databases
  • Excellent working environment in an international company, combined with career development opportunities

Skills For Plant Financial Analyst Resume

  • Experience partnering with business owners to assess data for patterns and to spot anomalies
  • Experience in the area of risk management with significant exposure to one or more of the following areas
  • One to three years of experience in a cost manufacturing environment
  • Excellent investigative ability – ability to work things out by pulling together multiple and disparate sources
  • Work and collaborate, share knowledge and experience with many professionals within the company
  • Proven ability to work well in a fast-paced, team-oriented environment
  • Some related work experience since graduation from an undergraduate program
  • Advanced proficiency in the use of Microsoft Word, Excel, Power Point, Outlook and experience with the Internet and on-line research systems
  • High level of dedication to teamwork in a strong environment

Skills For Financial Risk Management Analyst Resume

  • Genuinely strong computer literacy with ability to quickly enter data
  • Understanding of regulatory risk framework (e.g. Basel II/III, MiFID/Dodd Frank, EMIR)
  • Willing and ability to work at client’s locations mostly across Europe, but also other locations, for short or long term
  • Act as co-leader in delivering on forecast accuracy goals, modeling key operational costs and engaging the business owners
  • Deep understanding of accounting principles and internal controls
  • Serve as key financial support for Operational organization supporting the manufacturing and inventory controls within the facility
  • Weekly review of all inventory report – review of all staging and quality hold locations for accuracy and movement of aging products

Skills For Financial Forecasting Analyst Resume

  • Assume key support role in annual planning process including administration, preparation, analysis and presentation
  • Daily review and reporting of product margin and pricing
  • Creates and maintains reports and databases to track margin by company and sales channel to facilitate the budgeting and forecasting process
  • Performs on-going analysis of product pricing and product availability and advises management accordingly
  • Provide financial analysis on monthly results against existing client budgets
  • Responsible for monitoring time sheets submissions on a weekly basis
  • Manage vendor relations for both offices, including vendor set up, vendor payments and employee expense claims
  • General understanding of Senior Public Figures, Money Service Businesses, Wealth Management
  • Collection and preparation of data needed for monthly financial reporting of variance tracker, scrap tend, center level expenses

Skills For Advanced Financial Analyst Resume

  • Monitor/Audit scorecard data weekly – ensure compliance to inventory procedures including cycle counts, scrap, discards, and excess/obsolete inventory
  • Management of reverse distribution process – reporting and trend review
  • Genuine habit for lateral thinking
  • Comfortable with occasional flexibility in hours during busy periods
  • Provide plant with continuous analytical support for cost visibility and productivity tracking
  • Help drive the company’s commitment to 0 injuries by being highly safety conscience, attending safety meetings and performing STOP audits in support of the plant

Skills For Financial Market Data Analyst Resume

  • Responsible for client billing, including all invoicing, reconciliation of fees and expenses on all client projects
  • Ensure adherence to contract billing policies and workflow procedures as well as monitor accounts receivable status and follow up on aged balances with clients
  • Maintenance of the confidentiality of any personal or company information encountered
  • Provides complex, financial analysis for the GSS business
  • Primary financial contact for account leads of clients
  • Assist with the preparation of quarterly reforecast and annual budgets
  • Open and manage project codes in time entry system in coordination with team leads as they align to budgets
  • Maintain compliance with Sarbanes Oxley Act requirements

Skills For Financial Risk & Controls Analyst Resume

  • Special projects and ad hoc work as required
  • Considers implications beyond own area across functions, businesses, countries
  • Familiarity with IT aspects of risk management
  • Experience in writing and preparing Suspicious Activity Reports (SARs) in accordance with applicable regulatory requirements and/or performing AML or financial investigations
  • Knowledgeable of the laws applicable to money laundering
  • Self-starter with energy and a results orientation
  • CAMS certification required or ability to obtain within 6 months of employment
  • Think critically about issues
  • Review of daily center performance – production (open work orders), shipments(open customer orders), freight charges (manual express charges needed for shipments)

Skills For Financial Investigation Unit Analyst Resume

  • Assist in management of month end inventory cut off
  • Other projects and analysis as assigned
  • Quickly read large amounts of written-word and numerical sources very quickly and interpret this as trained
  • Ability and enthusiasm to find, quickly read and comprehend financial news articles
  • Exceptional online research skills with advanced search engine familiarity. Excellent understanding of keyword searching, keyword and phrase exclusion and so on
  • An almost pedantic nature and desire to work things out
  • Proactive attitude and desire to get things done

Skills For Financial Treasury Analyst Resume

  • Interest in finance, economics and/or commercial law
  • Ability and desire to speak to senior project finance practitioners at banks and law firms
  • Strong organizational skills and ability to work both independently and collaboratively, manage multiple projects, and prioritize workload to meet monthly/quarterly deadlines
  • Process and approve incoming vendor invoices – ensure purchase order compliance
  • On-going process review and recommendation
  • Review and audit expense reports in Concur
  • Manage new vendor and client setup requests
  • Review and analysis of daily profit and loss
  • Bi-Annual preparation of product margin plan and other reports as necessary

Skills For Financial Bid Analyst Resume

  • Supports the Company’s profit improvement program by reviewing company spending practices to identify areas of potential cost savings and works with affected departments to implement cost-saving measures
  • Maintains appropriate internal control documentation, as applicable, and adheres to formally documented control procedures, to ensure on-going compliance with Sarbanes-Oxley legislation and to prevent any audit exceptions
  • Facilitation of billing process, financial analysis, and reporting for individual projects
  • Assists Distribution Center with order fulfillment during peak times, as needed
  • Data entry of client budgets in CBT Scan contracts for proper filing
  • Assist with client reporting, audit requests and data collection
  • Review monthly fee and expense details – pull back up as needed and ensure proper coding of expenses
  • Review and approve sourcing department’s service orders (with oversight)
  • Support the department by maintaining files, contracts and other relevant documentation

List of Typical Responsibilities For a Financial Analyst, Analyst Resume


Responsibilities For Client Financial Analyst Resume

  • Comprehensive reporting skills
  • Good understanding of accounting principles and financial analysis
  • Experience with systems and processes around work orders, POs, and ERP systems (JD Edwards ideal but not required), billing, AR collection and reporting
  • Understanding the business/system
  • Oversee and manage Fixed Asset Maintenance, including physical audit coordination, and Capital Expenditure tracking
  • Help drive the company’s commitment to 0 injuries by being highly safety conscience & performing bakery STOP audits on a regular basis
  • Weekly CRC Position and stress reporting : ensure accurate and timely reporting with appropriate backup

Responsibilities For Plant Financial Analyst Resume

  • Perform analysis and reporting on Inventory, WO variances, Standards Analysis, PPV, and Subcontracts
  • Create and distribute regular, concise financial reports highlighting areas for improvement and areas of successful execution
  • Manage financial models and reports, including forecasts for revenue, losses, profit, and variance analysis
  • Perform pre-transactional analysis and investigations according to the local regulatory requirements
  • Ensure compliance, specifically with risk reporting
  • Assist Leadership through Process Optimization and Technology Driven Decision Making

Responsibilities For Financial Risk Management Analyst Resume

  • Identify, develop and coach team members and CBS team to ensure we have high performing team
  • Support program/budget planning
  • Performing internal control audit work, which conforms to professional standards
  • Work in cross-functional teams in an ever changing environment
  • Never accepting limits

Responsibilities For Financial Forecasting Analyst Resume

  • Contribute to month-end close process through journal entry preparation, variance analysis to forecast/budget, and account reconciliation preparation
  • Perform tasks in compliance with Sarbanes Oxley and accounting policies focused on maintaining the strong control environment around inventory and fixed assets among other areas
  • Develop reporting solutions through multiple tools as needed. Ability to produce interactive graphs, pivot tables etc. for report requirements
  • Create and write stored procedures, views, tables, DTS packages in Microsoft SQL Server Management Studio
  • Analyze portfolio trends for risks and opportunities relative to credit, collateral, and operational efficiencies

Responsibilities For Advanced Financial Analyst Resume

  • Use appropriate presentation tools to present results and recommendations to management
  • Maintain, troubleshoot, and modify all previous reports as business needs change, as well as when problems arise
  • Partnering with Information Technology and Decision Science Teams in support of Data Warehouse, Reporting or other projects as assigned. Document all reporting requirements, applications and reports as they are released
  • Ad-hoc analysis as requested by the business or RMG
  • CRM/ Structured OTC products position analysis
  • Provide comprehensive commodity and forex position reporting and reconciliation with Trading team on daily basis. Prepare a daily trading pnl including high level analysis of main drivers of results

Responsibilities For Financial Market Data Analyst Resume

  • Effectively manage data, reporting, process, and compliance activities under responsibility
  • Provide back office support and controls. Process documentation and settlement with trading parties
  • Develop effective and efficient process for reconciliation of derivatives profit and loss estimate with accounting profit and loss and ensure any significant differences are resolved and communicated appropriately
  • Acts as ”go-to-person” with regards to commodity and forex exposure
  • Seek guidance amongst the colleagues on complexities arising from day-to-day operations, new method/tools implementation, continuous improvement efforts and understanding pnl and exposure drivers
  • Collaborate with other financial risk analysts across the organization and share best practices
  • Identifying and implementing process simplification, standardization and improvement while proactively pursuing shared service and cross enterprise optimization

Responsibilities For Financial Risk & Controls Analyst Resume

  • Provides input on technology needs and strategy. Skilled at leveraging financial and business systems to monitor business activities and aid in decision making. Maintains working knowledge of systems and applications
  • Initiate change and drive results
  • Self-starter, able to work independently and under pressure
  • Justification document (R-doc)
  • Attention to numerical details
  • Knowledge of ERP systems and solutions

Responsibilities For Financial Investigation Unit Analyst Resume

  • Experience in public accounting (Big 4 or large regional accounting firm) and/or internal audit experience with a background in financial services is highly desirable
  • Strong analytical skills supported by advanced Excel skills
  • Strong analytical and communication skills and detail orientation
  • Strong sense of urgency, attention to detail, takes ownership of work product, high customer service level, resilience and a can do attitude
  • Strong managerial abilities
  • General understanding of current accounting (U.S. GAAP) and auditing (GAAS) principles
  • Experience in performing tests of design and effectivenss over key controls for financial reporting. Ability to effectively complete workpapers, which adhere to IIA and internally developed standards, to support results of the testing conclusions

Responsibilities For Financial Treasury Analyst Resume

  • Project management and organizational skills, with the capability to work on the testing of multiple controls simultaneously with minimal direction in a dynamic and fluid environment
  • Proactive, high energy and strong interpersonal skills with a team-focused attitude, demonstrating the ability to collaborate and compromise while building constructive and effective relationships
  • Strong understanding and experience in managing financial risk and Treasury related issues and practices
  • Experience with financial close process
  • Self-starter who can manage responsibilities and take initiative to flag and help identify solutions to problems as they arise

Responsibilities For Financial Bid Analyst Resume

  • Aim for continuous improvement
  • Paper Development Support
  • Responsible for generation of reports and data used by the risk management group, business lines, senior management and investors to quantify and manage the firm's financial risk. Periodically review report processes/outcomes to determine potential improvements and/or changes to better align outcomes with business line objectives, policy requirements and/or user requirements

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