Reporting Analyst / Financial Analyst Resume Sample

5.0
1 vote
Elfrieda Howe
17478 Schroeder Views,  Houston, TX
+1 (555) 975 9644

Work Experience


Senior Analyst Corporate Financial Reporting
04/2017 - PRESENT
Chicago, IL
  • Obtain and maintain a strong understanding of the Company’s operations and strategy
  • Appendix 2a to 6a financials for Material LE’s, Sub LOB’s and Critical Operation
  • Performing Analytics review for the Material LE’s for the Senior management review and attestation
  • Successfully liaises with finance operating units throughout the organization
  • Comply with detailed Thales policies in accounting and financial reporting
  • Recommend, develop, and implement changes in financial planning, analysis and reporting to enhance operational efficiency
  • Manage the implementation of new systems and procedures affecting reporting/planning as applicable/required
Financial Systems & Reporting Analyst
02/2011 - 10/2016
Dallas, TX
  • At least five years of experience which includes public accounting and/or SEC Reporting experience
  • Analysis of month/quarter/annual financial reporting to executive leadership and corporate
  • Lead and perform accounting related work (e.g., journal entries, reconciliations, etc.)
  • Identify, interpret, and analyze potential accounting risks and research accounting literature to determine and communicate appropriate response
  • Complex contract review and SEC reporting
  • Comply with GM Accounting Policy, U.S. GAAP and assist with adjusting APM when necessary
  • Provide metrics for business decision making
  • Analyze data, evaluate trends and make recommendations
  • Work with external auditors Deloitte & Touche LLP, General Motors Audit Services (GMAS), Corporate Accounting, GM Tax Staff, NYTO, 3rd party providers (ACS) and Global Business Shared Service Centers on various accounting and other matters
Junior Financial Analyst, SEC Reporting
06/2004 - 09/2010
New York, NY
  • Prepare audit schedules and other information as required to support internal/external audits
  • Direct and/or participate in special projects at the request of management
  • Ensure timely resolution of issues
  • Develops, updates, and monitors controls intended to prevent fraud by internal and external parties
  • Coordinates efforts with other University departments (e.g., UNIT) as needed
  • Compile and analyze MER’s and provide monthly summary of expense analysis explaining variances for all categories of expenses based upon pre-set thresholds
  • Participate in communication with Business Units on an ongoing basis to anticipate changes in business and to communicate new regulatory reporting requirements
  • Conducts self review of Home Entertainment participation statements generated from automated systems. Process includes validating the deal set-up, ensuring the proper conversion of legacy system data, and confirming accuracy of all statement related information including detailed SAP GL account analysis and reconciliation and validation with the local territory personnel, as required

Education


Globe University / Minnesota School of Business
1999 - 2003
Bachelor's Degree in Accounting

Professional Skills


  • Responsible for the preparation, review and analysis of routine reports, including weekly ALCO reports, flash/monthly results, and CFO deck LOB reporting requirements required by Central Finance
  • Demonstrated experience utilizing and developing financial models
  • Exceptional organizational, communication, interpersonal and decision making skills
  • Demonstrated experience utilizing SAP
  • Opportunities to develop fund and technical knowledge, communication and management skills
  • Interpersonal communication and conflict resolution skills
  • Strong financial systems experience (Hyperion, Oracle, SAP, or similar)

How to write Reporting Analyst / Financial Analyst Resume

Reporting Analyst / Financial Analyst role is responsible for security, general, finance, securities, training, integration, procurement, payroll, analysis, reporting.
To write great resume for reporting analyst / financial analyst job, your resume must include:

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

Contact Information For Reporting Analyst / Financial Analyst Resume

The section contact information is important in your reporting analyst / financial 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 Reporting Analyst / Financial Analyst Resume

The section work experience is an essential part of your reporting analyst / financial 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 reporting analyst / financial 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 reporting analyst / financial analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Reporting Analyst / Financial Analyst resume experience can include:

  • Strong oral and written communication skills, , accuracy, superior analytical skills, and ability to work independently under general supervision
  • Problem solve, multi-task, and effectively prioritize work in a deadline-driven environment is critical
  • Demonstrated experience in a large, multinational, heavily-matrixed organization
  • Effectively communicate and interface with senior management
  • Strong understanding of financial processes, systems and controls and responsibility for documenting the processes
  • Intermediate to advanced experience with one or more reporting tools (e.g. Business Objects, PowerBI, Spotfire, DAS)

Education on a Reporting Analyst / Financial Analyst Resume

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

When listing skills on your reporting analyst / financial 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 reporting analyst / financial analyst skills:

  • Maintaining a strong internal control environment and effective disclosure controls and procedures
  • Highly developed communication and inter-personal skills and comfortable dealing with all levels in the organization including senior management
  • Working with our partners, implement an effective operational model
  • Maintain strong working relationship with other members of Corporate Accounting and Financial Reporting staff
  • Manage all planning cycles ensuring that reporting is accurate, valid and complete
  • Strong technical accounting knowledge with the ability to provide guidance on planning requirements

List of Typical Experience For a Reporting Analyst / Financial Analyst Resume

1

Experience For Financial Systems & Reporting Analyst Resume

  • Establish and develop effective working relationships within a large, complex organization
  • Experience with large complex, high-tech engineering with long term contracts is ideal
  • Facilitate correction and adjustment of validation errors
  • Ensure complete processing of journal requests received within cut-off
  • Partner with operations to establish a monthly reporting process to collect and report customer consumption statistics
2

Experience For Financial Analyst, Distributor Reporting Resume

  • Participate in SOX compliance, FRDs, Audits (both GMAS & D&T) and resolution of any matters
  • Develops and presents data to other members of the organization
  • Assist with the preparation of external reporting to the Securities Exchange Commission (SEC), including Form 10-K, Form 10-Q’s and Form 8-K (earning release); maintain and update SEC filings documents and supporting schedules
  • Actively participate in stretch assignments and Voice of Employee (VOE) initiatives
  • Actively participate in talent development initiatives
  • Actively participate in process optimization initiatives
  • Reports monthly metrics and KPI’s
  • Maintain the financial software to ensure that it meets the organizations’ needs
  • Gathers and consolidates financial data from various sources and prepares summary reports. Accountable for the accuracy and integrity of findings and recommendations
3

Experience For Senior Analyst Corporate Financial Reporting Resume

  • Utilize financial data to perform cost trend analyses based on historical and forecasted data to support operational decision-making and continuous cost improvement without supervision
  • Compares actual to budgeted costs to support variance analysis and forecasting
  • Supports presentations given by other analysts and supervisors
  • Builds detailed cost analysis expertise and performs cost trend analysis using historical and external data to support operational decision-making and continuous cost improvement with direction and supervision
  • Effectively works within a team environment
  • Responsible for projects within supply management with significant fiscal and business overtones
  • Work as a trusted advisor with the SMS directors and management to refine supply management services current performance and identify any enhancements or additional analyses
4

Experience For Reporting Financial Analyst Resume

  • Key performance metrics for SMS categories
  • Identify cost savings opportunities or efficiencies
  • Advanced proficiency in EnterpriseOne, Essbase, Microsoft Excel
  • Do a “deep dive” to answer questions about data
  • Able to present to Senior levels of the organization, calm under pressure
  • Set and meet deadlines and work independently in a fast-paced environment
  • Familiar with Goss/Net and Fx concepts
  • Involvement in driving and coordinating the finance portion of the SBP (Strategic business plan), Multi Year Budget (MYB) and forecast process as well as preparing presentations and analysis
  • Working/coordinating with Project cost controllers and Finance shared service team to prepare accurate and realistic rolling forecasts and risks and opportunities analysis on a monthly and quarterly basis for use in Operational Business Reviews (OBRs), corporate reporting and Business Operation Reviews (BOR’s)
5

Experience For Financial Reporting & Planning Analyst Resume

  • Produce the TCTS monthly reporting package on a timely basis including variance analysis (actual vs budget and vs forecast) in liaison with Operational finance team and Finance shared service team. Reporting to include Commercial report, Canyons, Quarterly Comments, BOR, OBR, Sitcom, MYB, SBP, Cost by Nature/Dept etc
  • Maintain close and consistent communication with senior management, Finance Operations (Project Cost Controllers and Bids & Proposals), Finance Shared Service and operational management to secure and validate monthly forecasts on a timely basis
  • Support to Business Development team for Sitcom analysis and OI/GMOI reporting
  • Key interface with Thales Corporate and GBU Finance reporting team
  • Prepare ad hoc analysis at the request of management
  • Drive revenue process improvements (PPI) across the organization (both internally amongst the systems team as well as externally with the user community)
  • Provide relevant and functional specific trainings on a regular basis in order to elevate the FP&A user base
  • Self-reliant, problem solver and results oriented
6

Experience For Financial Analyst, Inventory Reporting Resume

  • Natural bias towards continuous improvement
  • Manage projects involving technology-related initiatives. Provide detailed specifications to technology staff, determine resource requirements, and ensure project milestones are achieved
  • Test financial system upgrades. Research and inform departments of financial system enhancements; develop testing plan and work with appropriate areas to resolve issues prior to production upgrade
  • Establish security and provide training to the University community
  • Reviews and maintains all roles and deadline for assigned relationship
  • Perform General Ledger activities, such as: prepare high risk period end journal adjustments, review and approve of journal entries and ensures these are processed timely and accurately
  • Prepare balance sheet reconciliation for accounts assigned and other analyses and ensures timely follow through and resolution of review comments
7

Experience For Financial Reporting & Consolidation Analyst Resume

  • Perform Fixed Asset activities, such as: process requests for asset transfer, disposal or sale, whilst ensuring that these are appropriately & adequately support
  • Perform monthly fixed asset reconciliation and the related AIK reporting
  • Monitor AUC costs and facilitates / ensures timely capitalization
  • Ensure the update of the fixed asset sub ledger as a result of review and/or physical asset checks
  • Performs Closing & Reporting activities, such as: ensure completeness of pre-closing activities, ensures the timely and successful completion of closing activities
  • Perform EAI upload to Global Fore
  • Ensure the delivery of tax-related reportorial requirements of the country assigned, including, but not limited to, domestic and foreign VAT computations, Intrastat Reports, EC Sales List and other analyses as requested
8

Experience For Senior Financial Analyst, Revenue Reporting Resume

  • Knowledge of regulatory compliance requirements and security standards for financial information and systems
  • Clearly and effectively communicate (verbally and in writing) financial and technical information to diverse audiences with varying levels of financial understanding
  • Identify and evaluate opportunities to improve processes
  • Extensive experience with enterprise-wide financial systems. Strong knowledge of Microsoft operating systems, and the Microsoft Office suite, particularly Access and Excel. Ability to build and maintain complex Microsoft Excel spreadsheets
  • Finance professional with at least 3-4 years’ post qualification experience, ideally gained in a financial services/banking environment (ACA/ACCA/CIMA qualified or equivalent)
  • Formally document the Service Operations costing financial strategy, related processes, and overall assumptions
9

Experience For Senior Reporting Financial Analyst Resume

  • Coordinate with the DHTS Service Owners to review and assist with the refinement of the service models and service level metrics
  • Provide required financial reports
  • Identify any weaknesses in current service level allocation methodologies as the business models change, continuously develop and socialize new options, and assist with implementing change in these areas
  • Develop a standardized allocation process to facilitate allocating service consumption with the appropriate customers (internal and external) based on a calculated unit cost
  • Partner with DHTS Finance analysts during budget process
10

Experience For Financial Services Reporting Analyst Resume

  • Ultimately transition ownership of statistical models to DHTS Finance analysts
  • Fluency in English is mandatory. Bilingualism (English/French) is an asset
  • Verbal/ Written Communication

List of Typical Skills For a Reporting Analyst / Financial Analyst Resume

1

Skills For Financial Systems & Reporting Analyst Resume

  • Typically possesses three years of experience working with cross-functional teams
  • Experience with customized report writing
  • Prepare and coordinate Project consolidated reporting for management
  • Direct FP&A experience with management reporting systems
  • Experience with E1, SAP, HFM, FDM, Hyperion Planning, Cognos, or similar systems
  • Accurately identify the most critical challenges and develop effective, applicable solutions to add highest value to our customers
2

Skills For Financial Analyst, Distributor Reporting Resume

  • Prioritize work, and to keep accurate, detailed and confidential records
  • Beginner to intermediate VBA/macro experience
  • Experience with leadership ambitions
  • Relevant, progressively responsible experience in university (or similar) financial operations
  • Developing system solutions and enhancements to support University financial operations
3

Skills For Senior Analyst Corporate Financial Reporting Resume

  • Knowledge of financial and management reporting, planning, forecasting, and analysis
  • Liaise with Finance, IT, strategic planning, the operating units and other departments to define, implement and manage key performance reporting
  • Review workflow to identify opportunities for streamlining and eliminating waste
  • Develop and improve existing analytics and reporting around Aimco’s capital investment projects
  • Responsible for the category spend reporting, YTD actuals, historical costs, forecasting and
  • Coordinate reporting requirements in Magnitude (Thales reporting tool) with Country finance shared service team (FSS)
  • Ensure a culture of continuous improvement by proactively reviewing the reports that are produced with a view to rationalize, standardize and optimize
  • Lead the transition of current reports to the strategic reporting infrastructure
4

Skills For Reporting Financial Analyst Resume

  • Ensure compliance with financial controls in support of reporting
  • Contribute to high-performing team environment and improve individual capabilities to optimize value-add services for our partners
  • Provide reporting and analytical support to CIBC’s Personal Products & Payments businesses
  • Proactively contribute to a culture of continuous improvement by reviewing the reports that are produced with a view to rationalize, standardize and optimize
  • Opportunity to develop systems knowledge and effect positive change in the operating model
  • Influence the future structure of the operation and assist with integration of existing and new clients
5

Skills For Financial Reporting & Planning Analyst Resume

  • Responsible for reporting of monthly metrics and KPI’s
  • Assist in managing the relationship with Suncor’s external auditors
  • Responsible for ensuring compliance with the required policies and procedures, and meets KPI’s outlined
  • Assists management in identifying opportunities to streamline and improve processes
  • Maintain professional working relationships with all employees, consultants, and external auditors
  • Work with a team of reporting and business analysts to support the SMS teams
6

Skills For Financial Analyst, Inventory Reporting Resume

  • Facilitate group discussions and translate end user requirements and processes to output required financial reporting
  • Collaborate with multiple teams (cross-border) to understand annual budget, outlook and financial reporting impacts
  • Manage monthly forecasts and reporting related to monthly, quarterly and annual financials (i.e. Outlook and Commitments and Commitment and Contingencies)
  • Multi currency reporting and analysis for BL level
  • Ensure revenue reporting is aligned between the LSG Divisions, Functions, Regions, and Financial Systems teams
7

Skills For Financial Reporting & Consolidation Analyst Resume

  • Lead the monthly close revenue reconciliation process between all systems (ERP, COGNOS, CMR, FDM, HFM, and Planning)
  • Support the revenue AOP and restatement processes by ensuring that the financial system data and functionality are aligned with business needs
  • Collaborate with the Projects teams to ensure proper integration of project related changes into management reporting
  • Ensure appropriate controls are in place over revenue reporting processes, systems, and data integrity
  • Customer-centric, focused on providing proactive systems solutions to drive business performance
  • Maintain broad knowledge of the higher education computing environment and available products
  • Recommend changes to University policies and procedures relating to financial systems
  • Provide insightful commentary on variances
8

Skills For Senior Financial Analyst, Revenue Reporting Resume

  • Responsible for the preparation, review and analysis of ad-hoc reports
  • Implement best practices across the team
  • Work collaboratively with other COEs and FBS partners to ensure client needs are met on a timely basis
  • Provide accurate and timely information to related Finance groups, Risk Management and other parties
  • Responsible for the preparation, review and analysis of routine reports (mainly supporting PCF and Consolidated Personal Products & Payments); includes weekly ALCO reports, flash/monthly results, and line of business reporting input into the CFO Deck produced by Central Finance
  • Meet established Service Level Agreement targets for timing and quality of deliverables
  • Provide insightful commentary on monthly variances
  • Responsible for the preparation of ad-hoc reports and analysis
9

Skills For Senior Reporting Financial Analyst Resume

  • Work collaboratively with other COEs and Finance Business Support partners to ensure client needs are met on a timely basis
  • Ensure compliance with financial and internal controls
  • Assist in the execution of SEC filings and financial analysis
  • Conducts complex analysis as it applies to area of responsibility
  • Understands the whole financial function and the key business areas supported
  • Focus is on one or more components of results that have greater complexity (e.g., Expenses, Revenue, Volumes) or on complete results for a single line of business
  • Works with minimal supervision within their assigned MARS
  • High competency level with use of desktop tools such as OBIEE, Microsoft Office suite, specifically EXCEL and POWERPOINT. Crystal Reports knowledge an asset
  • Works with minimal supervision within assigned MARS
10

Skills For Financial Services Reporting Analyst Resume

  • Work with confidential information and maintain appropriate levels of confidentiality
  • In-depth knowledge of enterprise-wide financial/administrative systems
  • Thorough understanding of business processes for all areas of Financial Affairs, including student billing and collections, accounting and financial reporting, budget development and management, payroll processing, and procurement and payment
  • Perform audit procedures to validate the reasonableness and completeness of the service consumption charges
  • Facilitate customer review of statistics (validation)
  • Position requires a general understanding of an institution-wide networked computing environment, and general office equipment
  • Standard office equipment, including PC and common software packages

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