Financial Analytics Resume Sample

17 votes
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Nelle Quigley
4455 Mayra Pines,  Philadelphia, PA
+1 (555) 429 0206

Work Experience

Manager, Financial Analytics
07/2017 - PRESENT
Dallas, TX
  • Proven ability to work with large amounts of data and develop financial models to drive business decisions
  • Communicate and partner across the organization
  • Expertise analyzing and assessing market dynamics and forecasting market share
  • Document detailed meeting minutes for all meetings associated with their assigned LOB’s
  • Lead and participate in meetings on requirements for the current and future planned forecasting processes for their assigned LOB’s
  • Control mindset with a good understanding of controls and stress testing processes
  • Identify, analyze, quantify, and share opportunities both individually and through your team that improve Nordstrom’s card products and add value to the business
  • Review and analyze the gathered information on ongoing analytics processes and projects across various Analytics teams in VZ
Avp-financial Analytics, Santa Ana
02/2011 - 01/2017
Philadelphia, PA
  • Collaborate to build related content and assist with presenting to program leadership, how data and analytics projects operate in Verizon (analytics processes)
  • Develop strong relationships with business partners and build leadership support to transform the role of analytics in decision making moving from a decision support role to decision guidance role (analytics as partner not as support function)
  • Build strong cross-functional relationships and get recognized as an Analytics subject matter expert among other practitioners and leadership
  • Help with conducting needs assessment, and data analytics execution maturity evaluations with teams across Verizon
  • Participate in knowledge/best practice sharing opportunities and POCs using new and upcoming tools in Data & Analytics space like BIRST, Kyvos, etc
  • Help foster a continuous test and learn culture and process - i.e. rapid cycle learning
  • Digital Thread SII preparation
Financial Analytics Developer
10/2007 - 12/2010
Detroit, MI
  • Partnering with Information Technology and Decision Science Teams in support of Data Warehouse, Reporting or other projects as assigned
  • Internal – Channel team, Strategic Account team, Field Sales, Marketing, P&C, and Finance
  • Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
  • Work with FP&A team to develop, maintain and enhance analysis and reporting processes; leverage quantitative, qualitative and technical methods to support management decision making
  • Proactively coordinate workflows, deliverables, and communicate appropriately to manage tasks
  • Cleanse data with strong attention to detail
  • Implement quality check procedures to ensure accuracy of project data, results and written reports & presentation materials


Fairleigh Dickinson University - Metropolitan Campus
2002 - 2006
Bachelor's Degree in Finance

Professional Skills

  • Developing valuation models using option pricing theory, Monte Carlo simulation, binomial trees, contingent claims analysis, and other financial engineering techniques, especially as it applies to valuing financial instruments (i.e. fixed income securities, swaps, exotic options, convertible bonds, commodity derivatives, and other securities)
  • Excellent interpersonal skills, including strong customer service orientation and problem resolution
  • Problem solving skills and an interest in improving processes
  • Effective communication, consulting, interpersonal, & presentation skills
  • Extremely well-organized with solid time management skills in order to handle multiple tasks simultaneously, under sometimes tight deadlines
  • Five (5) or more years’ experience in a progressively responsible financial analytics, financial planning and analysis or related role
  • Related work experience in the following

How to write Financial Analytics Resume

Financial Analytics role is responsible for modeling, leadership, digital, finance, credit, securities, training, compensation, analysis, reporting.
To write great resume for financial analytics job, your resume must include:

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

Contact Information For Financial Analytics Resume

The section contact information is important in your financial 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 Financial Analytics Resume

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

Representative Financial Analytics resume experience can include:

  • Proven effectiveness with executives
  • Validates monthly invoices and ensure accurate compensation for vendors
  • Provide financial leadership and support for strategic initiatives that span across the organization, such as consumer experience initiatives
  • Managing client-facing project teams and engagements that focus on financial modelling, derivatives, securities valuation, risk management
  • Working knowledge of pricing and contracting operations and related systems
  • Understanding of financial statements, GAAP accounting, and SOX requirements as it relates to revenue and our financial models

Education on a Financial Analytics Resume

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

When listing skills on your financial 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 financial analytics skills:

  • Demonstrated analytical skills, initiative, & innovation/creativity
  • Understanding of organizational structure, operating culture and effective work styles
  • Knowledge of effective communication techniques and how to impact and influence people, including senior leadership
  • Develops strategies for effective data analysis and reporting
  • Self-directed, ability to manage multiple tasks and priorities in a challenging, fast-paced environment in a timely manner
  • Strong business knowledge on key performance indicators and metrics

List of Typical Skills For a Financial Analytics Resume


Skills For Avp-financial Analytics, Santa Ana Resume

  • Maintain broad network of working relationships in collecting data, establishing processes, and reporting results
  • Lead activities that support loss forecasting in support of business planning and strategy was well as CCAR/DFAST loss assessment and data submissions
  • Work and manage using internal procedures and processes
  • Exhibit a general understanding of ConvaTec’s business and customers
  • Advanced proficiency with BI reporting and analysis applications
  • Develop a thorough understanding of the firm’s operations and business model
  • Reports on weekly and monthly metrics, including but not limited to accounts receivable, transactions, and budget

Skills For Manager, Financial Analytics Resume

  • Maintains multiple systems to ensure consistency in reporting
  • Maintain monthly accruals with accounting and report on budget variances
  • Maintains professional competency, according to department policies, procedures and protocols
  • Maintains a repository of knowledge required to train new analysts including manuals, tip sheets, and other materials
  • Understands, communicates, and explains variance drivers within the business and to help the revenue cycle team in making recommendations to senior management
  • Resourceful and able to take initiative; take-charge ability, including knowledge of resources to answer questions and find required data and information
  • Knowledge of basic budgetary or accounting principles and practices as applicable to health care
  • Collaborate with Business Analytics team to drive profitability analysis, extract actionable insights and make recommendations to business partners
  • Willingness to travel, as client assignments require it

Skills For Team Lead, Financial Analytics System Resume

  • Willingness to take ownership and accountability
  • Experience in working in a broad Matrix organization listening and using influence to make an impact. Proven track record and positive reputation to influence others and move toward a common vision or goal, within and/or beyond their business area
  • Experience working with a globally distributed team across multiple geographies and time zones Strong interpersonal skills in areas such as teamwork, facilitation and negotiation; ability to work effectively across cultures, geographies and senior leadership
  • Work collaboratively with a diverse team
  • Help drive and direct business partners to manage and explain financial performance
  • Human Capital Management background
  • Power-user of tools such as Excel, Access, Cognos and Showcase
  • Leading work streams within and participating in client-facing project teams and engagements that focus on financial modelling, derivatives, securities valuation, risk management
  • Lead a team of 14 US employees and 2 Group Managers within the Risk Management organization

Skills For Manager, Marketing Financial Analytics Resume

  • Partner with Business Heads and Risk teams to establish, update, monitor and continue to develop processes related to the financial and regulatory reporting and analysis activities of the business
  • Ensure compliance and control standards around key processes in accordance with Global Consumer Credit and Fraud Risk Policy, Regulatory requirements and other internal applicable Citi policies and standards
  • Own the Loan Loss Reserve (LLR) process and decisions including interfacing with senior credit and finance teams to propose LLR changes while interfacing with the businesses to include current business trends into LLR modeling and with the other North American consumer businesses to facilitate cross business consistency
  • Lead activities to ensure the accurate and timely reporting in support of the BASEL III regulatory reporting framework
  • Partner with IT and Finance to help manage the ongoing development, implementation and enhancement of risk MIS systems, data capture and development of effective control MIS
  • Assist in developing business cases for proposed projects and senior level executive scorecards for the tracking of ongoing projects
  • Assist in analysis of market and product performance, identification and segmentation of key customer groups, and evaluation of new and existing opportunities
  • Interface with Citigroup risk peers business partners on cross-Citigroup and cross-functional initiatives
  • Work significantly in excel and powerpoint to create and use analytical tools, process documents, and reports

Skills For Financial Analytics Analyst Resume

  • Maintain and improve existing financial models (examples include the Continuing Franchise Fee, Annual Dues and Broker Fee models) as part of an on-going effort to improve the forecasting process
  • Prepare the revenue bridge analyses
  • Preform any ad hoc analysis and special projects as necessary (5 year models, acquisitions, broker fee cap, teams, new revenue streams etc..)
  • Coaches, mentors, and develops employees, including overseeing new hire onboarding process and providing career development planning and opportunities; maintains a safe, secure, and legal work environment
  • Provides effective performance feedback through employee recognition, rewards, and disciplinary action

Skills For Financial Analytics Developer Resume

  • Calculates commission/incentive award payments based on compensation plan provisions
  • Works with business leads to develop annual budgets
  • Provides best practices and strategic evaluations of customer contract negotiations
  • Works with Chief Rev Officer, VP of Rev Ops, hospital departmental analysts, Steward revenue staff, accounting, and other finance staff to understand and evaluate financial performance and major financial issues facing the organization
  • Provides technical support to other analysts within finance department, specifically within budget and other systems
  • Designs and maintains accurate records and databases

Skills For Financial Analytics Manager Resume

  • Assists with other management and budget assignments as required
  • Accurately responds to Hospital Departments and Revenue Cycle leadership
  • Works with third-party vendors on outsourced AR as necessary
  • Respond to internal audit and compliance requests
  • Runs daily, weekly, monthly and ad hoc reports

Skills For VP Financial Analytics Resume

  • Identifies and works with the manager to resolve problems with CBO processes and, when appropriate, initiates changes to prevent future problems
  • Inquisitive and interested in hospital operations
  • Exceptional judgment and discretion on sensitive fiscal and confidential issues
  • Provide financial leadership and support for capital projects with costs in excess of $10 million, as well as responsibility for maintaining a systems approach for period review and reporting on a look back basis for projects approved by the board and finance committee
  • Provide financial leadership and support for business development activities, in conjunction with the Business Development department, including due diligence and pro forma support

Skills For Risk Financial Analytics Director Resume

  • Set and monitor financial key performance indicators (KPI) metrics and analyze trends; assess and apply market and healthcare trends to financial plans and priorities, including quarterly cash flow plans and comparisons to competitors / benchmarking health systems
  • Develop and/or support presentations summarizing financial performance to the board, board committees, executives and other leaders
  • Serve as a financial resource, on an “as needed basis”, for the ERP PeopleSoft transformation project
  • Creates and writes stored procedures, views, tables in Microsoft SQL Server Management Studio
  • Budget, financial management
  • The Financial Analytics Analyst I shall be responsible for performing research and analysis related to direct and indirect consumer financing to assist the Accounting, Treasury, and Planning departments in meeting their operational goals and achieving the overall company’s objectives. Develop and support modeling, analysis, and reporting using the technology that best fits the solution

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