Financial Reporting & Analysis Resume Sample
Forest Hettinger
60759 Ulises Parks,
Dallas,
TX
+1 (555) 346 6330
Work Experience
Financial Reporting & Analysis Manager
10/2016
-
PRESENT
New York, NY
- Experience in accounting, finance or relevant positions (generally required)
- Assist in the month-end close process which includes preparing journal entries to be posted to the General Ledger (accruals, pre-paids, and expense transfers), analyzing monthly variances to Plan/Forecast, and reporting monthly results to management and business stakeholders
- Develop relationships with key business stakeholders and assist in the development of the annual Plan and quarterly Forecasts for General & Administrative (G&A) expenses
- Ensure accuracy of Balance Sheet account balances by completing the monthly Account Reconciliation process
- Manage & maintain an appropriate cost center structure to help organize and track G&A expenses for assigned areas
- Assist with ad-hoc projects and requests from key business stakeholders across the Finance organization
- Coordinate close process and financial reporting across 20+ local entities and various stakeholders (e.g. FP&A, corporate accounting, etc.) to ensure compliance with internal & external financial reporting requirements
Financial Reporting & Analysis
03/2012
-
04/2016
San Francisco, CA
- Act as interface between corporate accounting/consolidation (SAP and BPC) and operational finance
- Coordinate and oversee annual and quarterly budgeting process
- Prepare presentations of financial performance to be shared with lenders
- Prepare revenue/billing analysis based on data retrieved from SAP and the company’s various billing systems to support operational/sales management
- Other projects, reports and analysis as required
- Qualified accountant with at least five years' post qualification experience in either insurance companies or Big Four accounting firms(Insurance Focus)
- Build the team capability by providing ongoing coaching and support to individual staff for facilitating their personal development
- Solid knowledge in Hong Kong Financial Reporting Standards and Hong Kong Insurance Companies Ordinance
Financial Reporting & Analysis Intern, Studio
06/2007
-
01/2012
Boston, MA
- Develop and implement global financial reporting and analytics (e.g. balance sheet analysis, cash flow statements, variance analysis, ad-hoc analysis, etc.)
- Review and monitor key financial reporting controls and provide leadership to ensure accounting, reporting and compliance objectives are met, on time and with quality
- Contribute financial and accounting expertise to various functions, special projects and analysis
- Support the global controllership with project management initiatives, improved visibility, and additional reporting
- Complete accounting research to properly support business needs to ensure reporting requirements are properly met
- Work in a fast-paced, rapidly growing, constantly changing, performance-driven environment
- Review monthly and year-to-date financial performance against budget and prior year with the business units and provide reporting to executive management of significant variance along with comprehensive summaries and explanations to address these variances
- Develop standardized financial reporting and budgeting models that meets the needs of both corporate and divisional management
- Review and oversee global chart of accounts and develop new corporate policies on how accounts can better be utilized. Ensure compliance with such policies through ongoing detailed financial statement reviews and requisite follow-up with the business units
Education
Everest University - Pompano Beach Campus
2002 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Strong financial reporting, planning and modeling skills, and good business acumen
- Detailed orientated and have strong analytical and problem-solving skills to identify and resolve issues
- Early career experienced financial and technical accounting skills
- Effectively employ both written and interpersonal skills in accomplishing responsibilities
- Experience in Financial Planning and Analysis or equivalent experience in Accounting/Finance
- Computer skills - proficient in Word, Powerpoint, Outlook, Excel, and ERP Financial Reporting Software
- Experience in Financial Planning and Analysis or equivalent experience in Accounting/Finance
How to write Financial Reporting & Analysis Resume
Financial Reporting & Analysis role is responsible for reporting, software, microsoft, government, insurance, research, design, compensation, auditing, integration.
To write great resume for financial reporting & analysis job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Reporting & Analysis Resume
The section contact information is important in your financial reporting & analysis resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Reporting & Analysis Resume
The section work experience is an essential part of your financial reporting & analysis 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 reporting & analysis 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 reporting & analysis position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Reporting & Analysis resume experience can include:
- Experience in working with Project Management software and other business enterprise or accounting systems
- Experience creating monthly financial reports and analyzing results
- Promote development of team member through effective coaching
- Knowledge and experience in Costpoint, Quickbooks, MS Word, Access, and Project Management Software
- Promote effective communication between Finance and business through first-hand knowledge of the business owners, processes and issues
- Effective communication with all levels of management and various partners in Morgan Stanley
Education on a Financial Reporting & Analysis Resume
Make sure to make education a priority on your financial reporting & analysis resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial reporting & analysis 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 Reporting & Analysis Resume
When listing skills on your financial reporting & analysis 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 reporting & analysis skills:
- Strong stakeholders’ management.Ability to communicate clearly and effectively in a virtual environment is amust
- Advanced Microsoft Excel and PowerPoint skills. Essbase and SAP (or other major ERP) knowledge highly required
- Experience in public or corporate accounting, in roles of progressing responsibility
- Experience in multi-unit manufacturing/commercial/retail concepts
- Experience in Financial Roles including Reconciliation, General Ledger knowledge, Record to Report, Controls & Project Management
- Experience within the banking or financial services industry
List of Typical Experience For a Financial Reporting & Analysis Resume
1
Experience For Financial Reporting & Analysis Manager Resume
- Understanding of financial reporting systems, procedures, and controls (i.e. forecasting, financial close, stress testing (CCAR), risk mitigation, etc.)
- Responsible for management reporting, presentations, analysis and support
- Assist with weekly forecasting and annual budget process
- Refine and develop reporting environments for non-financial metrics, key performance indicators, and other business initiatives
- Opportunity for various special projects
- Create and deliver meaningful reporting and analysis to senior leaders and business partners steering decision-making and strategy through a focus on automation, strong controls and continuous process improvement
- Evaluate complex financial information to develop and deliver standard and ad-hoc financial analysis
- Identifies and communicates process improvements that reduce workloads or improve quality for assigned area(s) of responsibility
- Maintain knowledge of current and emerging news/trends related to the industry and business practice, assessing the impacts and collaborating to develop current and future solutions
2
Experience For Director of Financial Reporting & Analysis Resume
- Provide support in the monthly financial accounting close; assessment and application with SEC/FINRA rules; monthly external regulatory reporting and management reporting
- Manage the cash flow reporting processes for the International Segment to contribute to the consolidation of the Company’s cash flow statement. Identify key trends and highlight critical variances from budget and last year, ensuring all material items are properly disclosed and classified
- Provide financial support for the Wealth Management - Alternative Investments business unit
- Interact with various stakeholders of the business, subject matter experts throughout the firm and senior management
- Measure and analyze financial performance against key business metrics. Provide qualitative analysis to enable management to measure progress against goals
- Manage strategic projects efficiently
3
Experience For Manager of Financial Reporting & Analysis Resume
- Work in a fast-paced and performance-driven environment
- Supervision of Financial Analysts
- Engage direct reports in order to create a positive work environment
- Prepare presentations to the Senior Management Team]
- Act as first escalation point for issues that don’t get resolved between Finance Teams and business functions
- Act as intermediary to ensure close cooperation and effective communication between the business and internal service providers (CFS, SSC) and drive allocation of activities per agreed taxonomies and SLAs
- Provide insightful financial reporting & analysis for all Support Units (ISA, Risk, Legal, Finance, Human Resources, Chief of Staff, Corporate Real Estate, Credit Exam, Internal Audit)
- Work directly with all Support Units to ensure delivery of timely & accurate financial data
- Perform various ad-hoc analytical & deep-dive requests for CFO
4
Experience For AVP Divisional Financial Reporting & Analysis Resume
- Manage ambiguous requests & ‘roll-up’ sleeves to explore various alternatives and present solutions
- Coordinates/delivers core Financial Reporting, Planning and Analysis (FP&A) activities for BT&S EMEALA including budgeting, forecasting, management reporting, core financial analysis and other activities as needed
- Coordinates the business unit geography’s annual operating plan, quarterly or periodic forecast, monthly reviews, variance analysis, quarterly or periodic management reporting and ad hoc reporting
- Coordinates planning, budgeting and forecasting cycles with the business unit and Finance leadership to ensure that timing meets business needs / expectations
- Delivers/Oversees the preparation and provides regular operating packages for business unit and Finance leadership with in-depth analysis highlighting key drivers and performance against KPIs
- Oversees and reviews all management reporting including, but not limited to regularly scheduled reporting and any requested ad hoc reports
- Coordinates with IT to ensure that systems for financial reporting function in a timely and accurate manner
5
Experience For Financial Reporting & Analysis Analyst Resume
- Ensures comprehensive communications to all business stakeholders including field operations, group and business unit leadership as it relates to financial performance and analysis activities
- Recommends and ensures that global process change directives and other changes initiated by global are implemented locally
- Directs and support the integration of merger/acquisitions into the local FP&A process including activity transitions, system implementation and report and process standardization
- Recommends and assists with the implementation of global and local technology improvements, based upon analysis of business issues, which reduce costs or improve quality. Ensure proper process integration with all IT business systems
- Develops and implements, in coordination with global process change management, process improvement/best practices that focus on reducing costs and cycle time, and /or improve quality, within the framework of generally accepted accounting principles, customer satisfaction, and business financial performance
6
Experience For Financial Reporting & Analysis Consultant Resume
- Demonstrates ability to effectively balance financial and operational factors and analyze complex business problems to develop appropriate solutions in a timely and responsive nature
- Lead the development, collection and (re)formulation of annual operating plans and budgets. Work with business partners on the development of and management of enrollment and cost projections to support the budgeting and annual operating planning process
- Support the corporate functions in managing their spending budgets, including monthly budget vs. actual analysis, monthly and quarterly expense forecast updates, annual planning and special projects
- Develop and produce reports and analysis of current and prior year performance, identify trends, and track potential risks and opportunities
- Generate or oversee the generation of reports, trends, and variance analysis of key performance indicators including sales, marketing, revenue, trade, and product margin to inform key stakeholders and improve company performance
7
Experience For Associate Director of Financial Reporting & Analysis Resume
- Conduct deep dive analyses of specific items and individual revenue and/or expense categories
- Preparation of financial reports for senior management, Boards of Directors, and investors or other outside stakeholders
- Identify, lead, and deliver meaningful and measurable process improvements
- Synthesize large, various, independently generated data sets into a cohesive analysis
- Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with a diverse group of stakeholders and business partners
- Self-directed individual who works well with teams
8
Experience For Associate, Financial Reporting & Analysis Resume
- Detail-oriented focus to ensure accuracy
- Develops, manages and prepares all company budgets and forecasts by business unit
- Provides written analysis and the BOD related to trends seen in budgets and subsequent forecasts
- Provides cash flow assessments and prepares all financial statements by business unit
- Prepare and coordinate with department heads all Finance Board presentations
- Maintain monthly reconciliations of all balance sheet accounts
9
Experience For Project Team Lead-financial Reporting & Analysis Resume
- Assist with coordination of the provision of information to external auditors for annual audits
- Comply (with the assistance of internal legal team) with federal, state, and local financial and legal requirements, enforce adherence to requirements, and advise management on needed actions
- Licensed CPA and/or CIA
- Familiarity with IT systems and controls
List of Typical Skills For a Financial Reporting & Analysis Resume
1
Skills For Financial Reporting & Analysis Manager Resume
- Relevant experience in accounting
- Experience in reporting financial information on both GAAP and regulatory
- Technically strong in GAAP and ability to explain and interpret complex accounting issues in an easy to comprehend manner
- Broad based operational finance management experience with progressive responsibility in industry leading companies
- Significant experience working with complex global financial information systems in a large organization
- ERP implementation and process mapping experience (iScala, SAP, Oracle) an advantage
- Experience in creating dashboards, standard reports, scorecards, and ad-hoc reports
- Advanced Excel experience: comfort with complex spreadsheets and large data sets, building financial models
2
Skills For Director of Financial Reporting & Analysis Resume
- Prepare monthly, quarterly, annual financial reporting package for HQ consolidation
- Knowledge / experience in public company reporting
- Experience as Manager in a multi-national corporation
- Time spent in college on Finance courses can count towards experience
- Fast paced, entrepreneurial environment and a demonstrated ability to work cooperatively with team members
3
Skills For Manager of Financial Reporting & Analysis Resume
- Understanding of the proper financial budgeting, subsequent forecast development and financial analysis of reported results
- Budgeting and forecasting support and ad hoc financial analysis
- Understanding accounting principles
- Accounting and regulatory research and analysis
- Responsible for reviewing, analyzing and interpreting the results of operations
- Assist with the maintenance of internal financial controls, including developing and/or updating procedures to enhance efficiency and internal controls
4
Skills For AVP Divisional Financial Reporting & Analysis Resume
- Leadership and support of special project implementations, including accounting system enhancements and implementation of new accounting standards
- ) Accounting and Auditing
- Prepare monthly financial reporting packages - BD3 & BD8 Flash, Forecast Review Templates, QBR Packages, Final Month End Reporting
- Promptly responds to all information requests, including Ad-hoc reporting and analysis
- Management, training, and assessment of financial planning and analysis direct reports
- High level of knowledge of US GAAP accounting practices and principles and external reporting processes (10K's, 10Q's, etc.)
- Reconcile financial discrepancies by collecting and analyzing transactional financial information
- Knowledge of U.S. GAAP and Bank regulatory reporting requirements
- ManageAP Collaboration reporting annual and monthly processes
5
Skills For Financial Reporting & Analysis Analyst Resume
- Assist in processing of general contractor’s payment analysis
- Preparation of the monthly financial statement package for both internal and external reporting
- Tracks, analyzes and reviews accruals with VP of Finance and Accounting
- Develop Standardized Reporting for new hierarchies/roll-ups
- Provide inputs to FP&A to support Americas-wide/Global reporting requirements
6
Skills For Financial Reporting & Analysis Consultant Resume
- Increasingly more complex responsibility in performing financial analysis
- Familiarity with Hyperion & PeopleSoft based reporting tools
- Provide financial modeling, financial analysis and valuation support for acquisitions, new product development and other ad-hoc financial projects
- Support of the month, quarter, and year end close process and external reporting, as required
- Participate in strategic and operational initiatives by providing financial support, analysis, and recommendations
- Substantiate financial transactions by regularly auditing documents by outsourced general ledger team
- Assist with preparation of corporate monthly, quarterly, and annual financial reporting packages
- Assist with coordination of internal and external financial reporting projects
- Assist with compliance of local, state, and federal government reporting requirements and tax filings
7
Skills For Associate Director of Financial Reporting & Analysis Resume
- Maintain customer confidence and protect operations by keeping financial information confidential
- Mustbe familiar with the use of Excel and MS PowerPoint
- Generous paid time-off programs and commitment to work-life balance
- A 9% retirement contribution match when eligibility guidelines have been met
- Employee Assistance Program that provides employees and their family members with initial assessment, referrals and short-term counseling for personal and work challenges
- Lead a support group, and manage the team’s development
- Self-starter and able to work both independently and in a large team environment
8
Skills For Associate, Financial Reporting & Analysis Resume
- Demonstrated experience in an accounting position, with knowledge of SEC reporting requirements and current GAAP accounting principles and pronouncements
- Holds excellent communication skills, both oral and written across all levels of the organization
- Certified Public Accountant, or plans to pursue
- Certified Public Accountant designation achieved, or plans to pursue the designation is desired
- Collectsales / investments data from GCI (Global Client Information) and differentmembership firms which includes
- Immediate GAAP need for assessment and application of Accounting Standards Codification (ASC) 606: Revenue from contracts with customers effective 1/1/2019 and ASC 842 Leases effective 1/1/2020
- Ensure comprehensive annual Audit workpapers are timely captured, reviewed and tied-out for the Yamaha Motor Corporation, U.S.A. consolidated financials for outside auditors
9
Skills For Project Team Lead-financial Reporting & Analysis Resume
- Identify and improve automation and classification of SAP reporting to help streamline quarterly (unaudited) financial reporting and annual audit financial reporting process
- Analyze monthly actuals vs. budget, internal reporting monthly (COSMOS) and quarterly (YMC Package) as required
- Perform or review monthly journal entries, PowerPoint presentation, and business object reporting as necessary
- Special projects, as necessary
- Highly analytical with ability to develop deep business insights, detect trends and anomalies, and to develop a coherent “story” behind the numbers
- An energetic personality with a proven ability to coach, guide, manage, align, motivate and develop complex teams (direct and functional reports and broader teams and individuals) in a dynamic environment
- Proven track record of Continuous Improvement (CI) in group operations including optimization of processes and reporting, post-merger integrations and system implementation
- MS-Office, SAP, iScala, Oracle & Hyperion Financial Management (HFM) experience
- Fluent in English and applicable local language(s)
10
Skills For Team Head-financial Reporting & Analysis Resume
- Professional accountancy Qualification such as, CPA, CIMA, ACCA, ACA or MBA
- Experience in construction project accounting, accounting, Finance, or related fields payables, general accounting, or related business experience
- Problem resolution skills with strong analytical skills, sound judgment, and ability to work effectively with all levels of Management
- Proven ability to manage multiple projects within deadlines in a fast pace organization and achieve desired results
- Prepare analysis on the balance sheet and cash flow, to address material differences between actual performance, budget, forecast and prior year
- Experience in a Wholesale and DTC branded apparel company
- Proven leadership and management acumen
- Perform historical trends and analyze results
- Identifies, assesses and solves complex business problems where analysis of situations or data requires an in-depth evaluation of variable factors
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