Financial Business Analyst Resume Sample

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Work Experience


Senior Financial Business Analyst
03/2016 - PRESENT
Phoenix, AZ
  • Feedback’s Priceless –I see more through your feedback
  • Understanding of finance domains and products assigned to
  • Ensure product roadmaps are aligned and executed to meet Copart’s business goals and that all desired returns on investments (ROI) are achieved
  • Maintain knowledge of Copart business operations while understanding the technical scope and objectives of Finance Domains and Products
  • Identify new growth opportunities within or adjacent to the current product offerings through a detailed understanding of key market/customer trends and competitor strategies
  • Offering product innovation
  • Work with key stakeholders to identify business needs, goals, capabilities needed for a successful product
Financial Business Analyst
08/2013 - 01/2016
Boston, MA
  • Confer with project personnel to identify and resolve issues and challenges
  • Coordinate project personnel activities
  • Establish and execute a project communication plan
  • Deliver project status reporting to peers and senior staff as required
  • Documenting business requirements, and coordinating testing and implementation of new system features
  • Developing training materials and communicating new features to company-wide audiences
  • Determining ROI on programs (e.g. new warranty offerings) and system enhancements
Entry Level Financial Business Analyst
09/2009 - 05/2013
Detroit, MI
  • Coordinate rapid, smooth, and successful product launches in close collaboration with Executive
  • Leadership, Marketing, Product, Development, Operations and end users
  • Gather and analyze product performance, operational metrics
  • Understanding of the Software Development Lifecycle (SDLC) and the Agile Methodology utilized by Copart
  • Facilitate a positive environment for team unity, respect, communications, collaboration and an on time, within budget, project delivery
  • Lead the project team in successful planning, management, and implementation of projects
  • Establish project goals, primary objectives and timeline estimates
  • Develop or update project plans for IT projects including information such as project objectives, technologies, systems, information specifications, schedules, funding and staffing
  • Monitor and/or track project milestones and deliverables

Education


Franciscan University of Steubenville
2004 - 2009
Bachelor's Degree in Finance

Professional Skills


  • Excellent written communication skills; advanced verbal communication skills
  • Advanced oral and written communication skills, strong presentation skills and ability to deliver strategic messages to senior leadership
  • Proven analytical and financial skills, demonstrated strong economic thinking
  • Strong writing skills, including an ability to effectively document
  • Excellent organizational skills and the ability to manage multiple priorities with competing deadlines
  • Advanced spreadsheet skills with proven experience managing and summarizing a wide variety of data sets
  • Superior verbal and written communication skills, presentation and faciliation skills

How to write Financial Business Analyst Resume

Financial Business Analyst role is responsible for analytical, financial, excel, business, advanced, presentation, interpersonal, organizational, organization, modeling.
To write great resume for financial business analyst job, your resume must include:

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

Contact Information For Financial Business Analyst Resume

The section contact information is important in your financial business 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 Business Analyst Resume

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

Representative Financial Business Analyst resume experience can include:

  • Have excellent oral/written communication and presentation skills, a proven ability to build relationships, and good business acumen
  • Team-oriented with good verbal and written communication skills and an ability to build relationships effectively
  • Proven skills for IT systems and good knowledge of Office tools (Access, Excel, PPT, etc.)
  • Strong technology skills including experience with relational databases and OLAP cubes
  • Excellent analytical skills, Experience using Excel to perform analysis on large data sets and data feeds; and summarize the results
  • Proven experience with Oracle Cloud platforms Solid experience in writing queries (T-SQL and/or PL/SQL)

Education on a Financial Business Analyst Resume

Make sure to make education a priority on your financial business 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 business 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 Business Analyst Resume

When listing skills on your financial business 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 business analyst skills:

  • Excellent computer skills and strong writing and verbal skills
  • Have excellent communication skills in English both written and oral and proven experience in facilitate between parties in difficult situations
  • Excellent verbal, written and interpersonal communication skills with the ability to interact effectively with all levels of personnel
  • A key team player, with good communication skills and a strong work ethic
  • Good organizational skills to include effective time management in all key responsibilities of the job
  • Demonstrated strong analytical, human relations, collaborations, and communication skills -- verbal and written

List of Typical Experience For a Financial Business Analyst Resume

1

Experience For Senior Financial Business Analyst Resume

  • Strong planning, problem solving, data collection, and analytical skills
  • Solid communication skills; ability to develop a method for presenting information in a simple yet impactful way
  • Detail-oriented with strong organizational, analytical & problem-solving skills
  • Strong organizational skills and a high level of attentiveness to detail
  • Proven experience with strong financial domain knowledge
  • Excellent communication, interpersonal and presentation skills, ability to analyze problems and probe facts
  • Excellent mathematical, analytical, communications and organizational, skills
2

Experience For Financial / Business Analyst Resume

  • Operate effectively in a matrixed environment
  • Mastery of Microsoft Excel, with proven expert level modeling skills
  • Outstanding analytical skills in both the financial and market/general business arena
  • Experience with documentation validation, application testing, and virtual installations
  • Good knowledge of financial analysis and the budgeting process; experience with application of GAAP principles desired
3

Experience For Senior Financial / Business Analyst Resume

  • The role requires team collaboration skills in addition to being an individual contributor
  • Intermediate to advanced overall Excel skills
  • +6 years in experience financial analysis and +3-5 years in experience in business analysis
  • Advance experience with MS Office , AX financial and advance excel skill
  • Assesses organizational and operational changes necessary to effectively implement the new systems and process enhancements
  • Participate in various Continuous Improvement (CI) efforts or projects and continue to enhance CI skills
  • Design data collection instruments that effectively obtain the data necessary to support identified analytical objectives
  • Technical Skills: The ability to mine complex computer programs and data sources to look for insights and trends
  • Communications and Change Leadership: Communicate effectively across multiple constituencies to support project and organizational change objectives
4

Experience For Financial & Business Analyst Resume

  • Work closely with IT regarding report writing, data validation, and pulling data for external reporting
  • Experience with Trade Entry systems supporting securities lending including Equilend interfaces, custody settlements, and manual trading platforms
  • Experience giving presentations or public speaking in a professional or educational setting, or ambition to do so
  • Manage the process of consolidating financial data while maintaining the integrity of the data, ensuring compliance with corporate policies and procedures
  • Experience in developing test plans, executing test cases and documenting results
  • To improve operating effectiveness and efficiency by standardizing APAC reporting framework
  • Experience with Client Reporting, Client Reporting Software (ex. Coric & Vermillion), and investment product marketing materials (ex. Fact Sheets)
  • Experience in financial reporting and modeling, business analysis, process modeling and improvement in a corporate environment
5

Experience For Senior Financial & Business Analyst Resume

  • Experience interacting with all levels of management in providing and requesting information
  • Experience working with others and collaborating to build a shared vision across multiple teams
  • Experience in building financial presentations to management using Power Point
  • Compile and evaluate data for credit/financial benchmarking, credit/financial score validation and constant reporting
  • Experience in working with and analyzing budget variances
  • Strong finance acumen with understanding of banking products and financial statements
  • Experience in business analysis from scoping and requirements gathering through to detailed analysis
  • Experience participating and managing within the governance structure of a defined Project Methodology
6

Experience For IT Financial Business Analyst Resume

  • Experience in a large company working in Finance and/or Accounting function responsible for advanced analytical work
  • Strong modeling background – ability to build financial models with limited amount of information, using sound assumptions and business knowledge
  • Experience on investment and trading process business process design, development and business / user testing management
  • Experience with leading front office and trading platforms i.e. Aladdin, Charles River, Bloomberg, EZE Castle, Simcorp, etc
  • Good understanding of financial accounting
  • Experience collaborating with sales teams to gather critical information and delivering recommendations
  • Experience with managing P&L performance specifically with top line performance and expense management by influencing key business leaders and P&L drivers
  • Experience supporting distribution, manufacturing, and/or production service businesses
  • Experience working with the corporate financial reporting process
7

Experience For Oracle Financial Business Analyst Resume

  • Experience creating financial reports including the ability to manipulate datasets from various sources
  • Experience working with and advising senior management of financial and business strategies
  • Financial modeling experience using Excel required
  • Solid understanding of accounting and financial concepts
  • Experience working with and advising sales teams of financial and business strategies
  • Experience in working with and analyzing data and/or budget variances
  • Experience working in a corporate finance, business analysis and / or business consulting environment
8

Experience For Senior Workday Financial Business Analyst Resume

  • Experience in financial accounting with SAP CO and SAP FI general ledger including sub modules Accounts Payable, Accounts Receivable and Fixed Assets
  • Experience performing testing of processes within SAP FI
  • Experience supporting IT teams and budgeting up to 8 mill
  • Experience with analyzing financial data/information and making decisions
  • Experience in taking initiative, and working independently to support a team
  • Experience with a major audit, accounting or consulting firm
  • Knowledge and experience developing/implementing enterprise level software systems in support of administrative or operational needs
9

Experience For Project Financial Business Analyst Resume

  • Previous financial or econometric modeling experience desired, preferably in retail
  • Supports projects by leveraging best practices, experiences and know-how from other resources
  • Proven ability to support resource load balancing across multiple projects
  • Experience across finance, accounting and/or business roles
  • Previous financial and / or business analysis experience to include the following
  • Consistently produce high quality analysis within tight deadlines by prioritizing
  • Experience with writing reports against relational databases
  • Experienced in workflow modeling and presentations
10

Experience For Entry Level Financial Business Analyst Resume

  • Experience with metrics, reporting and compensation
  • Experience working with various levels of firm management
  • Contribute to the financial reporting to meet the initiative needs, ensure its quality and monitor actuals and forecasts against validated plans
  • Enior business analyst experience working on medium / large projects
  • Excellent understanding or property and casualty insurance
  • Able to adjust quickly to changing priorities
  • Previous project experience either as a leader or working team member

List of Typical Skills For a Financial Business Analyst Resume

1

Skills For Senior Financial Business Analyst Resume

  • Excellent communication and interpersonal skills; customer service oriented; possesses good judgment; able to make productive and efficient decisions
  • Data mining skills including querying, validation, reporting, modeling, and statistics
  • Good analytical, research and information gathering skills
  • Excellent problem solving and quantitative analysis skills
  • Excellent analytical, critical thinking, and communication skills
2

Skills For Financial / Business Analyst Resume

  • Demonstrated knowledge and skills developing enterprise data integration solutions across major business functional areas
  • Strong analytical\problem solving skills
  • Strong Microsoft Office Skills - Specifically MS Excel, including Formulas and Pivot Tables
  • Strong systems skills are required to maintain, enhance and develop both financial and management reporting systems
  • Strong analytical, trouble-shooting and communication skills
  • Strong analytical, trouble-shooting and communication skills are required
3

Skills For Senior Financial / Business Analyst Resume

  • Strong analytical and strategic thinking skills to identify financial, operational and process improvement opportunities
  • Possess excellent customer service and interpersonal skills
  • Excellent interpersonal skills and team player, ability to work well with others at all levels
  • Excellent written and verbal communication skills, dealing with both technical and non-technical audience
  • Excellent financial reporting, analytical, verbal and written communication skills are required
  • Strong negotiation, consensus and agreement building skills
  • Excellent analytical and organizational skills with expert fluency in Excel, Visio, PowerPoint, and Microsoft Project
4

Skills For Financial & Business Analyst Resume

  • Build strong working relationships to effectively navigate across the Finance organization
  • Strong technical and data mining skills
  • Excellent business partnership skills
  • Excellent organizational skills with the ability to handle multiple projects and tasks, work efficiently and meet deadlines
  • Programming experience, Python or Java, is strongly desired
  • Present technical concepts in business terms when eliciting, validating and prioritizing requirements
  • Desired: Prior experience in team supporting COO function or managing headcount related processes
  • Strong analytical/business modeling skill with ability to convert raw data into actionable reporting and scalable data architectures
5

Skills For Senior Financial & Business Analyst Resume

  • System implementation experience with focus on finance ERPs OR background in finance, accounting, audit with consulting experience in systems
  • Demonstrate excellent understanding of Oracle ERP application's architecture, data structures and functionality
  • Possess exceptional written, verbal, and interpersonal skills, including ability to articulate recommendations in a concise and timely manner
  • General office experience; or 2+ years of accounting- or finance-specific experience
  • Proven experience with data mining and analysis
  • Demonstrated experience in solving complex problems through both individual efforts and project leadership
  • Experience building data/process flows to demonstrate current and future states
6

Skills For IT Financial Business Analyst Resume

  • Intense attention to detail and superior writing skills
  • Advanced Excel skills (pivot tables, v-lookups, modeling, etc.)
  • Use tact, sensitivity and professionalism in communicating effectively and respectfully with the leadership team, physicians, co-workers and others
  • Apply advanced analytical skills to solving complex business and software application problems
  • Monitor and validate financial information contained in various consolidated systems used to support the manufacturing businesses
7

Skills For Oracle Financial Business Analyst Resume

  • Proficiency with computer including advanced Excel; database management skills
  • Demonstrated experience in the setup, configuration and customization of the Oracle E-Business Suite modules
  • Demonstrated experience in SDLC methodologies
  • Desired: Prior experience in Project Management
  • Strong project management background with experience with Agile methodology
  • Experience with the Software Development Life Cycle (SDLC) and experience in an approach such as waterfall, Agile, or Scrum
  • Proficient in organization and time management skills
8

Skills For Senior Workday Financial Business Analyst Resume

  • Effectively collaborate with team members to identify efficiencies and automate existing processes
  • Proven ability to adapt to constantly evolving priorities, ability to multi-task in a highly dynamic environment
  • Proven capability and experience managing requirements gathering initiatives across multiple teams and business areas
  • Excellent knowledge and experience with Business Process modeling tools and techniques
  • Exceptional communication, both written and verbal, and facilitation skills
  • Advanced research & analytic skills using tools such as Excel and Access
9

Skills For Project Financial Business Analyst Resume

  • Superb presentation skills; ability to translate complex financial outputs into simpler concepts
  • Understanding of architecture principals, experience of in-house development and integration
  • Experience in interfacing/liaising with internal accounting, finance and affiliate accounting
  • Solid understanding of financial reporting, accounting, planning and economics concepts
  • Financial management includes budgeting, forecasting, requisitions, order tracking, and validation/processing of invoices for all products
10

Skills For Entry Level Financial Business Analyst Resume

  • Proven ability in developing business models as the basis for driver based budgeting and forecasting
  • Experience responding to executives’ requests and influencing executive decision-making
  • Experience in similar roles (analysis of financial result, management reporting, budgeting, forecasting)
  • Experience of working with SAP FICO (Financial Accounting / Controlling ) module
  • Direct Experience with accounting system structures, reconciliations, budgeting and capital tracking

List of Typical Responsibilities For a Financial Business Analyst Resume

1

Responsibilities For Senior Financial Business Analyst Resume

  • Strong research & analytic skills using tools such as Excel and Access
  • Build strong working relationships to effectively navigate across the ECP organization and with business partners
  • Excellent presentation skills and the ability to prepare professional written and oral presentations regarding financial analysis
  • Tenacity, drive and the ability to operate effectively in a demanding environment
  • Excellent, advanced Excel skills. Able to create and maintain complex spreadsheets
  • Enabling the business to operate effectively through daily support of stakeholders
  • Visual Basic (VBA) programming skills considered a requirement
  • Work effectively under little supervision
2

Responsibilities For Financial / Business Analyst Resume

  • Review and validate data as it is collected and being utilized for reporting and decision making
  • Partner with finance leadership and their teams to understand needs, ensuring that our data solutions are an excellent fit to their evolving needs
  • Experience with using leading Business Intelligence tools such as IBM Cognos, PowerBI, and Tableau
  • Demonstrated understanding of data warehousing concepts and relational data models
  • Experience in working with tools used for filing XBRL U.S. GAAP, Solvency II, COREP/FINREP
  • Solid knowledge of IFRS GAAP and of main financial reporting (profit and loss, balance sheet and cash flow)
  • Experience with financial modeling in MS Excel
3

Responsibilities For Senior Financial / Business Analyst Resume

  • Drive systems related training programs to ensure effective and efficient use of Kronos systems
  • Finance support experience in the banking industry
  • Financial analysis experience including
  • Strong working knowledge in an ERP system, example Deltek, Salesforce, or other similar systems
  • Professional experience in financial planning and analysis
4

Responsibilities For Financial & Business Analyst Resume

  • Advanced knowledge of spreadsheet and graphical presentation software; ability to demonstrate the use of graphics for financial reporting requirements
  • Experience driving system related topics on global finance process improvement initiatives
  • Experience working with ERP applications (preferably Oracle EBS and/or Salesforce CPQ)
  • Experience in data analysis and problem solving
  • Experience working in fast paced environment
  • Analytical experience in financial analysis, healthcare pricing, network management, healthcare economics, or related discipline
5

Responsibilities For Senior Financial & Business Analyst Resume

  • Demonstrated ability to quickly learn new processes and applications with minimal training
  • Experience with a broad range of tools including complex Excel models and SmartView
  • Experience working in/with an IT department. Job requires the ability to understand complex IT related terminology
  • Experience in the international manufacturing company would be an advantage
  • 5 – 7 years of financial analysis experience including
6

Responsibilities For IT Financial Business Analyst Resume

  • Experience in Reporting systems (Business Objects / WEBI Reports)
  • Experience in project management and trading products implementation in high-profile systems with highly visible projects
  • Experience in the financial industry including knowledge of futures and derivatives markets
  • An organised and structured approach to prioritizing tasks
  • Proven ability to work autonomously and be proactive in problem solving
  • Strong knowledge of health care financing or population health
  • Experience in financial accounting with SAP FI/CO
7

Responsibilities For Oracle Financial Business Analyst Resume

  • Experience in financial accounting with SAP FI/CO
  • Experience in accounting/financial/operations analytical role
  • Mandatory experience in supporting Finance operations from an IT perspective
  • Experience in Controlling and / or Finance IT projects would be a major advantage
8

Responsibilities For Senior Workday Financial Business Analyst Resume

  • Experience with financial modeling and spreadsheets
  • Good understanding of SAP ERP Application to execute certain programs, download/analyse reports/tables
  • Prepare and consolidate Regional allocation charges and management reporting
  • Relies on facts and data to drive action, as opposed to over-relying on instinct, gut feel, experience or opinion
  • Experience dealing with organizational change management
  • Demonstrated success in facilitating work groups and ability to develop consensus
  • Demonstrated performance in a fast-paced, dynamic, team environment within financial space
  • Participates in developing individual skill sets to meet today and tomorrow’s business needs
  • Willingness to travel up to 20% and hold a valid passport
9

Responsibilities For Project Financial Business Analyst Resume

  • Experience with Kaufman Hall Budget Advisor, Meditech financial modules or Athena not required, but very helpful
  • Demonstrate proficiency with methodologies and strategic uses related to customer profitability
  • Experience with one or more of these functional areas: PLM, ERP, supply chain management,Product Cost Management
  • Zero to three (3) years experience in related financial, operational or business analysis
  • Solid understanding of Generally Accepted Accounting Principles (GAAP) as applicable and ability to apply accounting principles, practices and techniques
  • Experience working within and knowledge of financial processes and accounting cycles
  • Manage tight deadlines with evolving requirements, prioritizing based on client risks
10

Responsibilities For Entry Level Financial Business Analyst Resume

  • Experience with various security asset classes Equity, Fixed Income, OTCs FX, pricing
  • Experience using Bloomberg and other Market Data Providers (such as IDC, RIMES, Telekers etc)
  • Experience in reporting/finance function
  • Experience in production services costing and in-depth knowledge of the absorption model is highly desirable
  • Establish, implement and promote effective requirements gathering methodology, documentation and management practices
  • Experience with business process documentation including key deliverables and related analysis and business process improvement
  • Able to plan and execute effective system change
  • Experience with Business Process Optimization and Automation projects
  • Experience with cloud-based solutions for ERP, Procurement and Expense Management

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