Senior Fin Analyst Resume Sample

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Kariane Ziemann
8883 Ole Trace,  Chicago, IL
+1 (555) 764 7978

Work Experience

Senior Fin Analyst
08/2017 - PRESENT
Boston, MA
  • Forecast/Planning Experience
  • Prior Forecast/Planning/Variance analysis experiences
  • Advanced Excel, Data Manipulation (experiences in using pivot, look-ups and using macros)
  • Proven relationship management skills and strong executive presence
  • Ensuring that a robust proactive quality assurance framework is established for the Finance organization to identify, assess and mitigate risk
  • Assisting with identification of appropriate metrics designed to measure the health of internal processes
  • Understanding the requirements and applicability of various Operational Risk Policies & Standards, such as Enterprise Spreadsheet Policy, Enterprise Model Risk Policy, Quality Assurance Standard and Risk Control Self-Assessment (RCSA) Standard. Participating in routines designed to ensure that Finance organization complies with the Operational Risk Policies & Standards
  • Driving consistent view of risks, gaps and necessary mitigation actions resulting from quality assurance activities by partnering with key Finance stakeholders as well as counterparts in Operational Risk, Compliance, Corporate Audit and others to drive consistency
Senior Fin Analyst SCM
02/2013 - 03/2017
San Francisco, CA
  • Responsible for business unit’s forecast and month-end process
  • Accounting or financial analysis work experience
  • Builds Partnerships - Builds broad-based business relationships across the organization. Skillfully influences peers and colleagues to promote and sell ideas. Works well with others in a team environment
  • Proficient in Microsoft Office suite of products, with an emphasis on strong Excel, PowerPoint and Access
  • Supports and Leads Resolution of platform related production incidents, impacts, escalation, and remediation for a specialized Essbase planning and reporting tool
  • Supports platform operation and environment readiness, coordinating as needed with technology production support
  • Coordinatessystem availability and management for month-end close and financial forecasting cycles supporting the Finance NPE Distributed Team


Ottawa University - Wisconsin Campus
2008 - 2012
Bachelor's Degree in Finance

Professional Skills

  • Strong team engagement skills and organizational skills
  • Strong communication, organization, presentation, analytical, and business partnering skills
  • Strong technical skills, ability to analyze large volumes of data
  • Experience in Mortgage industry, with strong understanding of product nuances and origination/servicing applications
  • Indirect leadership skills - ability to influence
  • Professional/demonstrated work experience within financial services industry
  • Advanced excel skills (i.e. exp with look-ups, pivots, etc)

How to write Senior Fin Analyst Resume

Senior Fin Analyst role is responsible for excel, modeling, research, reporting, compensation, database, finance, events, health, powerpoint.
To write great resume for senior fin analyst job, your resume must include:

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

Contact Information For Senior Fin Analyst Resume

The section contact information is important in your senior fin 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 Senior Fin Analyst Resume

The section work experience is an essential part of your senior fin 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 senior fin 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 senior fin analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Senior Fin Analyst resume experience can include:

  • Professional/demonstrated work experience within the financial services industry
  • Mortgage accounting experience in a large bank setting
  • Experience assisting with production environments
  • Can work independently when necessary, prioritizing tasks towards multiple objectives
  • Accounting or financial analysis work experience
  • Accounting / finance experience

Education on a Senior Fin Analyst Resume

Make sure to make education a priority on your senior fin analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your senior fin 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 Senior Fin Analyst Resume

When listing skills on your senior fin 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 senior fin analyst skills:

  • Strong communication and proven relationship management skills
  • Experience or demonstrated ability to work with Financial Institutions’ management reporting systems
  • Relevant experience but flexible pending overall experiences
  • Proficient in Microsoft Office suite of products, with emphasis on advanced Excel (macros, pivot tables, look-ups and filtering), PowerPoint and Access skills
  • Intellectual curiosity and willingness to effectively challenge the status quo
  • Effectively work with business partners

List of Typical Experience For a Senior Fin Analyst Resume


Experience For Senior Fin Analyst SCM Resume

  • Supports change and release management, collection and coordination change driven to meet Finance NPE Distributed Team requirements
  • Solid understanding of data / technical landscapes as it relates to financial reporting account and organizational structures, as well as ledger source data movement within financial reporting environments
  • Versatility at learning and understanding data reporting environments
  • Work in a team environment, with the ability to adapt to and take ownership of change
  • Familiarity with Oracle Essbase tools helpful
  • Competency with relational database management

Experience For Capital Mgmt-senior Fin Analyst Resume

  • Analyze costs and understand variance drivers
  • Data Extraction from Fieldglass system
  • Ensure adherence to SOX controls, process maps
  • Key liaison between contractor system support of Fieldglass and GIF
  • Key partnerships with teams in EMEA and Asia
  • Real Estate industry and market knowledge

Experience For Senior Fin Analyst Resume

  • Self motivated with a high attention to detail
  • Provide legal entity shared expense distribution where appropriate
  • Business case development and management of initiative financials
  • Deposit product profitability analysis and valuation
  • Monitor outstanding data and control issues and assess impact across regulatory reporting, drive remediation efforts and identify compensating controls to mitigate risk
  • Liaise with reporting Subject matter experts within regulatory reporting to drive centralized processes
  • Prepare business review packages, including governance processes that ensure the accuracy, completeness and relevance of reporting as well as variance analyses that explain fluctuations in terms of business events

Experience For Senior Fin Analyst SCM Resume

  • Create Proformas for review and approval by Tech BFO’s prior to Forecast cycle
  • 2-5 yrs of professional work experience
  • Organizationally savvy; can work across organizational lines to gain consensus and buy-in fro stakeholders
  • Able to communicate concepts and ideas both verbally and in written form
  • Evaluate process improvements
  • CPA, CFA, and/or MBA
  • Knowledge of SOX, capital, Volcker Rule, BAC enterprises processes (audit, compliance, risk, etc.)

Experience For Capital Mgmt-senior Fin Analyst Resume

  • CPA or similar (i.e. CFA, MBA)
  • SQL and other database tools
  • ELedger and Essbase
  • SQL or SAS

List of Typical Skills For a Senior Fin Analyst Resume


Skills For Senior Fin Analyst SCM Resume

  • Experience with SQL and working with large databases
  • Finance, accounting, card or equivalent experience
  • Strong knowledge of Finance & Accounting concepts and processes
  • Accounting / finance experience
  • Experience in auditing, compliance, or risk type function

Skills For Capital Mgmt-senior Fin Analyst Resume

  • Loan accounting experience in a bank, mortgage bank or financial services environment
  • Finance experience
  • Initiative – demonstrates the ability to be a self-starter
  • Strong collaboration and team work
  • Relevant finance experience in a large corporate environment
  • FP&A experience
  • Builds strong partnerships and leverages teammate’s expertise

Skills For Senior Fin Analyst Resume

  • Analytics / Finance experience
  • Implementing and enhancing standardization of reporting (P&L, organization hierarchy, business segments)
  • Planning / forecasting Deposit marketing offers expense
  • Producing, and analyzing Division/Market financials and analytics
  • Understanding of the vendor management and market data process

Skills For Senior Fin Analyst SCM Resume

  • Understanding of economic and other financial return analysis protocols
  • Assisting other analysts in the group
  • Familiarity with Management Reporting Goals, ie forecasting and budgeting
  • Business Partnering & Relationship Building
  • Knowledge of respective LOB system and personnel depending on LOB being supported

Skills For Capital Mgmt-senior Fin Analyst Resume

  • Responsible for partnering with GHR Compensation teams in developing forecasts of incentives for LOBs
  • Leads the reporting, reconciliation, and variance analysis of expense allocation reporting across product groups and lines of business
  • Production of various regulatory reporting schedules and adherence with tight reporting deadlines
  • In depth understanding of cost allocations and expenses
  • Familiarity with Management and Legal reporting
  • Some exposure to technical accounting issues
  • Comfort working with complex Financial Products​
  • The ability to interpret, classify and analyze data using SQL

Skills For Senior Fin Analyst Resume

  • Knowledge of residential mortgage loan servicing operations
  • Actively participating in financial process improvement across the organization
  • 1) Review valuations and perform price testing on XVA portfolio
  • 4) Determine revenue recognition and new deal analysis along with interacting with other finance groups to understand XVA impact on new deals
  • Grace under presser of delivering high caliber results
  • Responsible for Human Resources personnel forecast and monthly reporting
  • Responsible for CFO personnel forecast and monthly reporting
  • Responsible for monthly reporting and variance analysis for GT&O and Consumer discretionary incentives

Skills For Senior Fin Analyst SCM Resume

  • Prepare Enterprise Incentive reports for senior HR leadership reflecting forecast updates each cycle
  • Prepare and coordinate Enterprise incentives reporting for senior leadership and Board of Directors
  • Maintenance of Contractor Reporting Database
  • Key understanding of GL payments, research and data extraction from ledger systems
  • Access to Oracle and SAP ledgers for recording entries and research
  • Provides ad hoc reports and analysis on unit costing and cost components/drivers
  • Participates in Activity Based Costing and Cost to Serve activities

Skills For Capital Mgmt-senior Fin Analyst Resume

  • EST / C-CAR scenario impacts modeling
  • Responsible for GMCA personnel forecast and monthly reporting
  • Familiarity with traded products and credit/market risk
  • Applies business know to solve business problems and create new opportunities
  • Familiarity with Ariba and payment systems
  • Consumer Deposits product knowledge
  • SQL, essbase, and eLedger

Skills For Senior Fin Analyst Resume

  • Exposure to Bank regulations and SEC requirements
  • Knowledge of InSight / eLedger / EPM / BEX
  • Analysts on the Merrill Edge Performance Team have been able to advance their careers by leveraging the relationships, knowledge of the business, analytical skills and experience with data resources gained through this role. Our teammates have demonstrated the ability to be successful in a variety of arenas
  • Financial analysis experience
  • Internal to Merrill Edge – Merrill Edge Line of Business, Merrill Edge P&L/FP&A Finance
  • External to Merrill Edge – Liquidity Risk Management Finance, Enterprise Cost Management
  • Work self directed on multiple topics
  • Advanced Excel and Data Manipulation
  • Business Mastery – attention to detail, comfortable functioning in a highly dynamic, ever changing environment, manages multiple responsibilities simultaneously, easily adaptable to changing priorities, and have the ability to work independently or in teams

Skills For Senior Fin Analyst SCM Resume

  • Master Excel skill level
  • A quantitative thinker able to use numbers to communicate and validate critical concepts as well as able to extract insight from large data-sets
  • 2) Review and analyze the PnL and risk drivers
  • Knowledge of SOX, capital, Volcker Rule, BAC enterprises processes (audit, compliance, risk)
  • Recent placements include
  • Background, familiarity, or willingness to learn about database tech
  • Data Manipulation – MS Access, Excel
  • Market specific initiatives

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