Financial Analyst, Senior Resume Sample

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Corrine Ryan
30262 Mohr Village,  Chicago, IL
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Work Experience

Financial Analyst Senior
11/2016 - PRESENT
San Francisco, CA
  • Support adhoc projects (e.g., prospect pipeline, tracking prior investments, etc.) and other administrative tasks to enhance the group’s infrastructure and improve connectivity with HCP business operations
  • Consistently exhibits behavior and communication skills that demonstrate HealthCare Partners’ (HCP) commitment to superior customer service, including quality, care and concern with each and every internal and external customer
  • Serve as a trusted partner and strategic advisor to business leads in managing their teams’ budgets
  • Interface with management across functions within the organization
  • 6 weeks of in-market immersion shortly after hire date, with focus on learning about the market’s business and establishing relationships with key partners and stakeholders
  • Related financial experience
  • Support implementation of Payment innovation programs across the enterprise
Financial Analyst, Senior
01/2014 - 08/2016
Philadelphia, PA
  • Develops action plans to address areas for improvement identified through data analysis and business expertise and works with other staff to communicate action plans to the business
  • Serve as the liaison with internal organizations (e.g. Actuarial, IT, Finance, and Business Departments, particularly with Provider Engagement and Contracting) to develop and implement consistent information infrastructure and tools
  • Coordinates, from write up of test cases through implementation, Payment Innovation Management System (PIMS) updates for department needs
  • Experience with SAP or other ERP software
  • Strong Msft Excel skills in data compilation and analysis
  • Communicate complex business issues in a clear and concise manner
  • Develop and interpret complex financial models for multiple business activities
  • Assist in structuring financial deals to optimize company’s position in complex transactions
  • Assists senior staff in financial planning activities to support annual operating plan and budget preparation. Participates in the development of financial forecasts of revenue and expense
Financial Analyst Senior, FP&A
07/2006 - 07/2013
Houston, TX
  • Monitors budget performance, and analyzes and tracks budget variances in financial statements
  • Produces and assists with supporting analysis and documentation for Capital Expenditure Acquisitions and Purchase Requisitions
  • Works with technical personnel to resolve finance or accounting systems issues impacting financial reporting
  • Documents processes for staff reference
  • Oversees accounting activities for designated business unit. Coordinates monthly close schedule, and advises accounting personnel in procedures and problem resolution to ensure smooth process. Reviews automated journal process and ensure posting prior to month end. Maintains Chart of Accounts in accordance with company guidelines
  • Prepares monthly analytical reports for management. Maintains report distribution system and ensures timely report distribution. Produces various ad hoc reports or special analyses, as requested
  • Provides user support for the general ledger and financial reporting systems. Coordinates the implementation of enhancements and modifications to the finance and accounting systems. Develops and maintains training manuals for accounting systems and coordinates onsite training


California State University, San Bernardino - Palm Desert Campus
2002 - 2006
Bachelor's Degree in Finance

Professional Skills

  • Strong leadership, management and supervisory skills; demonstrated ability to build and maintain a strong and diverse team
  • Experience - 5 years of experience typically gained through skills/knowledge/abilities in finance, accounting, or related work
  • Strong attention to detail, good organizational skills and the ability to prioritize deliverables amidst changing situations within a fast-paced environment
  • Experience: Thorough knowledge of physician contracts and compensation methods. Knowledge of PeopleSoft journal entry process. Excellent Microsoft Excel skills
  • Self-starter with flexibility and willingness to balance multiple priorities. Experienced in organizing, prioritizing, and coordinating one’s own work
  • Excellent analytical abilities and numeric skills; comfortable dealing with complexity and detail and converting the huge data to actionable information
  • Strong communication and presentation skills, including building in powerpoint

How to write Financial Analyst, Senior Resume

Financial Analyst, Senior role is responsible for financial, analytical, excel, advanced, interpersonal, analysis, reporting, modeling, accounting, microsoft.
To write great resume for financial analyst, senior job, your resume must include:

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

Contact Information For Financial Analyst, Senior Resume

The section contact information is important in your financial analyst, senior 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, Senior Resume

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

Representative Financial Analyst, Senior resume experience can include:

  • Assembles, coordinates and distributes monthly financial reports to senior management. Prepares information on key economic indicators from company performance data
  • Excellent analytical and modeling skills, strong knowledge of generally accepted accounting principles and solid understanding of corporate finance concepts
  • Effective independent analytical thinking and problem-solving skills
  • Displays excellent time management, organizational and problem-solving skills
  • Excellent PC skills, including Microsoft Office Suite, with advanced knowledge of Excel
  • Strong planning, organization, analytical and interpersonal skills

Education on a Financial Analyst, Senior Resume

Make sure to make education a priority on your financial analyst, senior 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, senior 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, Senior Resume

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

  • Excellent interpersonal, verbal and written communication skills with the ability to explain complex information effectively
  • Excellent relationship building, interpersonal and collaborative skills to work effectively with teams throughout organization
  • Proven ability to multi-task and prioritize work to meet deadlines; strong organizational skills
  • Excellent interpersonal, collaborative, and presentation skills to work effectively with teams throughout organization
  • Demonstrated effective analytical and communication skills (both verbal and written)
  • Strong presentation skills. Excellent knowledge and ability to create and present PowerPoint presentations

List of Typical Experience For a Financial Analyst, Senior Resume


Experience For Financial Analyst Senior Resume

  • Advanced computer skills specifically advanced knowledge of and experience working with spreadsheet software
  • Strong base of finance and accounting technical skills
  • Uses strong leadership skills to lead and organize cross-functional teams to drive projects that improve the businesses’ profitability
  • Strong verbal and written communication as well as technical and organizational skills
  • Strong proficiency in the understanding, documentation, and communication/presentation of complex analyses including the use of effective data visualisation
  • Proficiency in being able to match data from disparate sources, combine them into useful datasets, and effectively communicate the results in a succinct manner
  • Effectively balance detail orientation while maintaining accuracy
  • Customer Service skills in a high paced environment
  • Able to effectively communicate with all levels of associates

Experience For Financial Analyst Senior Associate Resume

  • Experience in a business analyst role performing recurring management reporting and ad-hoc analysis of large data sets
  • Experienced in financial modeling of dynamic solutions with varying drivers
  • Meet deadlines for multiple priorities and projects, drawing on disciplines from finance and accounting
  • Able to work in a complex fast-paced environment with many moving parts and frequent changing priorities
  • Experience working within Finance/Accounting
  • Develop financial and operating KPIs and ad-hoc financial analysis to drive better decision-making and prioritization for the Cloud Services organization
  • Strong attention to detail; ensure figures are accurately and consistently represented within and between related documents/presentations on a recurring basis
  • Strong proficiency in fundamental financial analysis and accounting principles

Experience For Financial Analyst Senior, FP&A Resume

  • Analyze operating performance of the health system, individual entities, and/or cost centers as compared to budget, prior year, or other financial benchmarks
  • Participate in the preparation of annual goodwill analysis, debt, filings, rating agency materials, and other public materials
  • Experience with managing large projects of $3+ million dollars and 30+ personnel
  • Help define and execute efficient and effective financial reporting processes
  • Related experience in financial forecasting and analysis
  • Strong team player with a positive “can-do” attitude, willing to take on challenges and support both individual and team goals
  • Prepare consolidated financial reporting and analysis for senior management
  • Deliver data products in a timely manner using effective report and/or presentation formats

Experience For Financial Analyst / Senior Analyst Resume

  • Able to demonstrate attention to detail, analytical and logical thought processes and critical thinking
  • Experience with Hyperion's Financial Management & Planning applications, Essbase, and Workday general ledger desired, but not required
  • Strong knowledge of the business/ability to learn elements of the business quickly
  • Experience with financial and statistical analysis as outlined above
  • Financial analysis experience
  • Three years of related work experience is required
  • Experience as a financial leader and partner to operation leadership

Experience For Capital Recovery Financial Analyst, Senior Resume

  • Experience with DOD acquisition / In-Service Programs
  • Experience with Navy Programs
  • Experience with International/Joint/FMS program Financial Management to include execution, recon and case closure, and admin budget procedures
  • Preparing and presenting variance analysis to management
  • Ongoing review of XBRL tagging of the Company’s financial statements and related disclosures
  • Assisting Consumer & Business Banking Finance team in monthly pre-close, expense analysis and forecast exercises
  • Assisting in the preparation of Board of Directors materials
  • Assisting in the preparation of multiple presentations and analyses for the Executive Leadership Team

Experience For Financial Analyst / Senior Resume

  • Making recommendations to enhance the company’s profitability
  • Training ABA's in Finance rotation
  • Providing financial support to the Sale team on all new deal and renewals
  • Maintaining detailed headcount, labor, and 3rd party expense schedules
  • Preparing, reviewing and researching regulatory decisions and filings
  • Working with various Finance partners (Accounting, Centralized Forecast, etc), as necessary, to acquire the necessary information to complete assigned tasks

Experience For Financial Analyst / Senior Accountant Resume

  • Providing inputs to finance for recognition of revenue and accrual of costs
  • Assist in developing, implementing and analyzing financial control self-assessment questionnaires, and make recommendations for process improvements
  • Works with the managers and directors in reviewing and analyzing operating performance of individual cost centers
  • Evaluates internal controls and security of new and existing automated accounting applications to ensure compliance with auditing standards
  • Responsible for updating and preparing the financial model for monthly and baseline reporting
  • Perform monthly analysis addressing questions, issues or concerns regarding financial operating results and variances to plan

Experience For Senior Financial Analyst / Senior Accountant Resume

  • Monthly forecasting and annual budgeting, including risk and opportunities and long-term projections
  • Assist in developing financial control monitoring procedures for high-risk areas throughout the University
  • Financial reporting using software tools like Hyperion and Excel
  • Conduct financial reporting & forecasting and variance analysis
  • Support PMO program org planning, metrics gathering and analysis

Experience For Financial Analyst, / Senior Resume

  • Develop/ Analyze firm KPI’s, by communicating with various business units and developing measurement metrics
  • Support controlling responsibilities for pricing and sales processes
  • Support and / or lead special projects associated with developing and defining service oriented processes and business environment
  • Desire to work in a dynamic working environment with multiple and sometimes competing goals and responsibilities
  • Comprehensive understanding of generally accepted accounting principles
  • Think strategically, synthesize data and share finding in a compelling manner that drives action
  • Play a dynamic role by combining the roles of FP&A, monthly reporting and operational analysis to support the business
  • Drive the forecast and budget process as well as providing ongoing support and analysis
  • Assist auditors, resolving questions and performing research as needed

Experience For Temporary Financial Analyst Senior Resume

  • Support monthly and annual labor planning and analysis processes using Hyperion applications
  • Responsible for assessing and understanding accruals, forecasts and budgets for the aligned Linamar Groups
  • Research Generally Accepted Accounting Principles (GAAP) and document accounting policy
  • Evaluates manual and automated financial accounting processes, systems and procedures for efficiency of workflow and conformance to principles of accounting
  • Reviews and evaluates proposals for new departmental systems involving financial accounting methods, policies or procedures

List of Typical Skills For a Financial Analyst, Senior Resume


Skills For Financial Analyst Senior Resume

  • Effective oral & written communication skills, including formulating recommendations and conducting presentations for management
  • Strong interpersonal skills and ability to build trusting relationships
  • Advanced knowledge of Microsoft Excel and strong financial modeling and financial analysis skills
  • Strong interpersonal and relationship building skills. Ability to interact at all levels within the organization
  • Strong interpersonal, influencing and team skills
  • Excellent written and oral communication skills with a track record of working successfully with both finance and non-finance professionals
  • Experience in a dynamic, large company environment and established skills in a corporate business unit
  • Strong communication skills and the ability to interpret and summarize financial analysis results in a clear, concise and accurate manner
  • Proven ability to effectively handle multiple projects concurrently

Skills For Financial Analyst Senior Associate Resume

  • Develop, plan and implement short and long term goals, combined with strong project management skills to meet deadlines
  • Demonstrated ability to perform effectively in matrix relationships
  • Excellent interpersonal skills and the ability to work independently and as a team member
  • Strong technical skills, particularly Advanced Excel
  • Demonstrated Analytical and problem solving skills related to financial analysis
  • Effective financial analysis skills
  • Proven analytical skills necessary to research and prepare a variety of reports and analyses
  • Strong interpersonal, oral and written communication skills; able to interact confidently with senior management

Skills For Financial Analyst Senior, FP&A Resume

  • Strong skills in data analytics with the ability to draw concise insights from large sets of data
  • Strong presentation and communication skills. Ability to convey complex issues in a simple manner
  • Strong analytical skills with a track record of continuously improving value added analysis
  • Strong Communication Skills and English fluency
  • Strong Communication - ability to effectively communicate at most levels of the organization
  • Project Management | effectively manage multiple deliverables and priorities across teams

Skills For Financial Analyst / Senior Analyst Resume

  • Excellent computer skills, especially with Excel
  • Technical reporting skills including the development of FUSE reporting
  • Accounting/financial analysis experience, including 2+ years’ SEC reporting experience
  • Highly motivated, self-starter who manages projects end-to-end and has a demonstrated track record of getting results, organizing and prioritizing deadlines
  • Experience with financial analysis, reporting, and/or budgeting; (ideally experience in Operations Finance)

Skills For Capital Recovery Financial Analyst, Senior Resume

  • Demonstrated skill in writing reports based on findings and providing recommendations
  • Relationship management, influencing skills
  • Work with the Business to develop and implement pricing strategies that effectively cater to various markets and channels
  • Previous experience in working with a multi-dimensional chart of accounts a strong asset
  • Demonstrated effective accounting and/or treasury background
  • Demonstrated understanding of corporate finance to include experience with NPV cash flow analysis
  • Work in a fully computerized environment including advanced Excel and Word skills, knowledge of AS400, Cognos, Hyperion and IFS systems is an asset
  • Advanced computer skills including Microsoft Office suite (mainly Excel and PowerPoint)

Skills For Financial Analyst / Senior Resume

  • Proven experience leading enterprise processes or projects with minimal supervision
  • Demonstration of advanced analytical and problem-solving skills
  • Prior experience providing financial support & leadership in the food service industry desired
  • Superb Microsoft Excel and financial modeling skills
  • Analytical business background with superior problem-solving skills , strategic thinker with a high attention to detail
  • Prepares and/or assists with consolidation and consolidated reporting

Skills For Financial Analyst / Senior Accountant Resume

  • Key analytical skills in the area of transportation and storage assets
  • Organize and prioritize work schedule and manage multiple priorities
  • Complete monthly review of consolidation of actual results. Run checks on the consolidations and eliminations to ensure they are correct
  • Advanced skills in the use of computers in accounting spreadsheet applications
  • Advanced level skills in Excel
  • Skills & Abilities: Ability to communicate well with physicians and executives, as well as Department leaders and staff
  • Partner effectively with product managers

Skills For Senior Financial Analyst / Senior Accountant Resume

  • Six (6) or more years of related experience in financial analysis, GAAP accounting, and financial reporting, including consolidations and eliminations
  • Advanced PC skills (Microsoft Excel, PowerPoint, and Word)
  • Analytical skills related to business financials
  • Leverage analytical and quantitative skills to provide decision support to business teams on key initiatives
  • Analytical skills | Be able to quickly identify key messages & set leadership on an efficient path for action
  • Working knowledge on BPC Forecasting tool, SAP. Advanced skill in Excel & Power point
  • Extensive experience in excel-based financial modeling, including financial planning and analysis, pricing and partnering with non-finance business partners
  • Finance and/or accounting experience that includes analyzing income and expense trends and developments and preparing analytical reporting
  • Good understanding of generally accepted accounting principles as well as company accounting policies,procedures and standards

Skills For Financial Analyst, / Senior Resume

  • Experience creating reports using a reporting tool
  • Experience in general accounting, financial planning, and management reporting
  • Relevant work experience including accounting, budgeting, financial analysis, or data analysis
  • Strong knowledge of financial reporting, budgeting and forecasting concepts
  • Five (5) years of experience in the applicable area assigned, such as accounting, managed care, budgeting, or cost accounting and systems, is required
  • Strong understanding of accounting, both cost and managerial accounting
  • Demonstrates a thorough knowledge and understanding of accounting principles as related to position

Skills For Temporary Financial Analyst Senior Resume

  • Experience with financial analysis, reporting, and/or budgeting
  • Demonstrated commitment to self-development through on-the-job training or additional outside training
  • Experience in Financial Planning & Analysis, MIS, analytics preferably in a leading high-tech company
  • Experience in financial analysis, budgeting, forecasting, and analysis
  • Excellent technical knowledge of budgeting, forecasting and financial analysis processes

List of Typical Responsibilities For a Financial Analyst, Senior Resume


Responsibilities For Financial Analyst Senior Resume

  • Establishing effective working relationships with executives to build credibility and support for the company’s business plan and financial projections by keeping management informed of departmental progress and/or problems, leading discussion of plans and programs that have been analyzed for cost effectiveness and profitability
  • Analyzes the results of business line performance including the comparison of actual results to budget and forecast. The analysis produced is utilized to communicate corporate performance to the Bank’s shareholders, make strategic decisions and to serve as a control point to determine the accuracy of financial information
  • Capable of strategic thinking with very strong quantitative and qualitative analytic abilities and creative problem solving skills
  • Demonstrated skills in written and oral communication, including ability to generate with oversight some corporate presentations and group reporting
  • Strong verbal & written communication & interpersonal skills to interact with a diverse group of people in a team environment
  • Excellent customer service skills with the ability to interface with all levels
  • Advanced financial modeling and data analysis skills; including driver based modeling and trend analysis

Responsibilities For Financial Analyst Senior Associate Resume

  • Thorough understanding of MS Office, with expert Excel financial modeling skills
  • Identify capital accounting issues and communicate issues effectively across teams
  • Advanced skills in financial modeling and data analysis
  • Skills in financial modeling and data analysis
  • Advanced financial modeling and financial analysis skills
  • Work product and presentation materials deliver a succinct message that effectively communicates financial results
  • Experience in financial analysis and modeling, reporting, budgeting and/or business planning

Responsibilities For Financial Analyst Senior, FP&A Resume

  • Experience in health care finance operations including financial budgeting, reporting and analysis, and/or patient accounting
  • EXPERIENCE: 3 - 5 years in Healthcare Accounting/Finance. Academic knowledge of budgeting, accounting, financial management and health care administration
  • Knowledge of and experience with generally accepted accounting practices (GAAP) including DynCorp’s disclosed accounting practices
  • Experience in maintaining contract budgets, billing, equipment materials
  • Able to work in a complex faced environment with many moving parts and frequent changing priorities
  • Build and modify complex Excel models. Strong knowledge of reporting techniques including Dashboards

Responsibilities For Financial Analyst / Senior Analyst Resume

  • Experience with leading and executing concurrent tasks
  • Experience in financial planning & analysis for manufacturing and commercial operations within a large multinational company
  • Strong knowledge of financial analysis and reporting techniques including Dashboards
  • Experience in federal budgeting, including knowledge of PPBE
  • Accounting experience, preferably in a government setting
  • Experience in a role with budgeting and finance tracking responsibilities
  • Related experience in Program Finance in a manufacturing environment (defense industry and/or government contracting)
  • Experience with Home Lending products, consumer and mortgage loans, and mortgage servicing rights

Responsibilities For Capital Recovery Financial Analyst, Senior Resume

  • Comfortable in an environment with changing priorities, and competing demands for time
  • Proven ability to work independently and meet strict reporting deadlines
  • Strong knowledge of financial analysis and reporting techniques
  • Experience in financial planning and analysis with the above or similar responsibilities in a large growth company
  • Self-starter with strong analytical capability, extensive financial modeling, and attention to detail
  • Capital accounting and/or utility industry experience
  • More than 3 years of experience working in a financial analyst role within a finance department
  • Experience in a related field (Finance, Accounting, Business)
  • Experience with accounting or audits

Responsibilities For Financial Analyst / Senior Resume

  • Strong understanding of finance principles and methodologies
  • Demonstrated history of driving businesses to improve processes and performance
  • Strong knowledge of finance and accounting principles and concepts
  • Experience with engineering, financial, or management in the Department of Energy or energy sectors of the DoD, utility markets, or commercial energy markets
  • At least four (4) years of experience in the following

Responsibilities For Financial Analyst / Senior Accountant Resume

  • Experience required in related field (i.e. Finance, Accounting, Business, etc.)
  • BS/BA in related discipline strongly desired (i.e. Finance, Accounting, Business, etc.)
  • Experience with driver-based planning models
  • Skill in performing reconciliations of systems and financial records
  • Advanced skill in the use of computers in accounting spreadsheet applications
  • Previous experience of working with entitlement grants, i.e. CDBG, HOME, ESG and HOME

Responsibilities For Senior Financial Analyst / Senior Accountant Resume

  • Previous experience working with IDIS and other Federal systems
  • Experience working with High Performance Work Teams
  • Experience in the following areas required
  • Experience delivering analysis and insights that drive operational action and deliver financial improvements
  • Experience partnering with Sr. Executives to deliver business decision support
  • Experience creating metrics and reports that highlight performance wins and opportunities
  • Formulates work plan according to current priorities
  • Experience with Hyperion Planning and Costpoint

Responsibilities For Financial Analyst, / Senior Resume

  • Related experience in Manufacturing or Distribution
  • Experience with purchasing or finance
  • Two years of complex financial modeling experience
  • Experience in developing Estimates at Completion (EAC’s) on major programs
  • Experience in handling DCMA/DCAA audits
  • Experience in financial analysis and/or accounting
  • Be effective and professional in communicating with all stakeholders, internal and external when applicable, both verbally and in written format

Responsibilities For Temporary Financial Analyst Senior Resume

  • Experience with SAP or similar ERP systems, and supply chain reporting
  • Enjoys learning new things and possesses strong ability to obtain and process information
  • Demonstrated ability to exercise sound judgment and leadership in making business decisions
  • Experience in Financial Planning & Analysis with exposure to product profitability
  • Strong ability to work in financial/reporting systems (SAP & TM1)

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