Strategic Financial Analyst Resume Sample

5.0
13 votes
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Rossie Reynolds
98411 Jules Springs,  Chicago,  IL
+1 (555) 405 9045

Work Experience


Senior Strategic Financial Analyst
08/2017 - PRESENT
Boston, MA
  • Evaluates industry trends, customer needs, competitive threats, expansion opportunities and internal performance
  • Models potential acquisitions, joint ventures and equity investments
  • Assists with investor relations material creation and earnings call preparation
  • Assesses the company’s projects to ensure that they align with company’s goals
  • Leads and supports management in application, implementation, and measurement of new projects and initiatives
  • Uses analytics to discover insights that lead to optimization of key areas of the organization and work with operational leadership to align, implement, and measure appropriately
  • Evaluates potential adjacent businesses to identify opportunities for new business development and effective capital deployment
  • Define and implement growth strategies
Strategic Financial Analyst
02/2011 - 07/2017
New York, NY
  • Experience in financial analysis
  • Strong Excel knowledge including v-lookups and pivots
  • Strong financial modeling ability for utilization in budget and forecasting processes
  • Strong Excel skills and strong experience with financial models
  • Work well and prioritize in fast-paced environment
  • Create models to track and analyze key business KPI’s
  • Develop, analyze and track business, departmental and financial KPI’s (Key Performance Indicators)
Strategic & Financial Analyst
02/2005 - 10/2010
San Francisco, CA
  • Assisting in updating the compensation forecast, highlighting/explaining variances and understanding trends
  • Implementing program enhancements or updates
  • Understanding the compensation landscape including competitor analysis, F/X movements and policy changes that impact pay structure
  • Compensation data management and reconciliation
  • Work in a dynamic, fast - paced environment and handle multiple projects
  • Experience in financial analysis or public accounting
  • Support the manufacturing cost and PMO teams with information requests and interpretation of cost and other financial data

Education


DeVry University's Keller Graduate School of Management
2000 - 2004
Bachelor's Degree in Finance

Professional Skills


  • Strong Microsoft Excel skills and MS PowerPoint skills
  • Overall, we are looking for someone that is a mission fit and that has a strong quantitative background and strong interpersonal skills
  • Excellent analytic, presentation, interpersonal and organization skills
  • Advanced Excel skills and some programming background to understand how to think logically
  • Superior analytical, critical thinking and quantitative skills
  • One (1+) year experience in finance, accounting, investment banking, strategic planning, corporate leadership, and financial decision making
  • Experience with performing analyses and financial modeling

How to write Strategic Financial Analyst Resume

Strategic Financial Analyst role is responsible for excel, powerpoint, reporting, integration, retail, finance, database, compensation, design, research.
To write great resume for strategic financial analyst job, your resume must include:

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

Contact Information For Strategic Financial Analyst Resume

The section contact information is important in your strategic 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 Strategic Financial Analyst Resume

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

Representative Strategic Financial Analyst resume experience can include:

  • Experience in DCF modeling
  • Maintain the NA Enterprise Planning EssBase database for data validation/integrity and leverage to increase efficiency, accuracy and enhanced analytics
  • P&L management experience; liason with Accounting (month end close, journal entries) and FP&A (provide variance explanations, budget and forecast guidance)
  • Experience in financial analysis, strategy and/or business development
  • Forge strong relationships with business partners at all levels of the organization
  • Lead NA Enterprise profit consolidation of annual budget and forecasts (monthly, quarterly)

Education on a Strategic Financial Analyst Resume

Make sure to make education a priority on your strategic 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 strategic 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 Strategic Financial Analyst Resume

When listing skills on your strategic 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 strategic financial analyst skills:

  • Strong Excel skills (pivot tables, v-lookups, etc.)
  • Work with large amounts of data and present them effectively in Excel
  • Experience with reporting and presenting operations or business results to management or clients
  • Experience with performing analyses and financial modeling
  • Preference for SAP experience, including SAP-BW
  • Experience with Microsoft Excel, including extensive use of formulas

List of Typical Experience For a Strategic Financial Analyst Resume

1

Experience For Senior Strategic Financial Analyst Resume

  • Develops and analyzes business plans for new programs, creating Income Statement, Cash Flow and ROI. Reports on project profitability and risks. Tracks viability of new programs through the design and implementation of performance indicators
  • Projects and analyzes impact of new legislation and regulations on VNSNY programs; prepares response from a financial perspective and communicates impact to Government Affairs department
  • Provides monthly support to the budget and forecast function and prepares monthly management reports on strategic initiatives
  • Works closely with stakeholders in reviewing clinical and operational models; develops financial model to support pricing. Collaborates with the Provider and Health Plan finance leads to validate assumptions and data. Works with outcomes to ensure data integrity and alignment to organizational data mining methodology
  • Supports enterprise wide M&A process with financial modeling, analysis, due diligience, and project management support
  • CPA tracking required

List of Typical Skills For a Strategic Financial Analyst Resume

1

Skills For Senior Strategic Financial Analyst Resume

  • Experience with government contractor and key regulations, including FAR, CAS, and DFARS
  • Experience with business intelligence tools, including Hyperion
  • Monthly & Quarterly Forecasting experience
  • Experience in corporate finance or general accounting
  • Demonstrated ability to provide leadership for multiple region departments and functions
  • Preference for Oracles Essbase experience
  • Preference for Oracle's Essbase experience
  • Research and data analysis experience in a business environment
  • Experience as a Financial or Business Analyst
2

Skills For Senior Financial Analyst, Strategic Planning Resume

  • Modeling any opportunities including long range plan, sensitivity analysis, and Monte Carlo simulations
  • Participates in the maintenance of monthly unit cost and profitability analytics, accessing data and updating costing analysis
  • Annual forecasting and budgeting
  • Support the fund’s operational and reporting processes via meticulous financial analysis, reporting, and cross-functional collaboration
  • Prepare monthly analysis of actual performance versus plan/forecasts, including tracking of major drivers and trends
  • Assist with corporate development including client contracts and determining areas for overall company growth
  • Develop key performance indicators for new & developing business lines (sales reporting, economics)
  • Prepares rate analyses and participates in the development of new reimbursement methodologies including Value Based Payment modeling
3

Skills For Senior Financial Analyst, Strategic Ventures Resume

  • Knowledge of project planning and oversight
  • BA/BS with major in Accounting
  • Comfort interacting with Senior Executives
  • Month end close including journal entries
  • Activity Based Costing analysis
  • Creates complex financial models for predicting business unit costs, fees, margin, and other performance metrics
4

Skills For Strategic Senior Financial Analyst Resume

  • Sales tracking on KPI – Key Performance Indicators
  • Comfort interacting with Sr. Executives
  • Participate in the monitoring of the distribution transformation
  • Support in animating the governance of the distribution community across all the entities of AXA
  • Benefits Accounting activities to include
  • Collaborate with company departments (Sales, Marketing, Operations, etc.) to assist with ad hoc and ROI analysis
5

Skills For Senior Analyst, Strategic & Financial Plan Resume

  • Manage external relationships that include banks
  • Implement policy and procedures
  • Willingness to relocate for career advancement
  • One with an entrepreneurial mind-set, who can influence without direct authority
  • Achieve in a collaborative work environment
  • Perform in a fast paced, deadline and detail driven environment
  • Advanced in MS Office products - Intermediate to advanced knowledge of Excel, PowerPoint
  • Chartered Financial Analyst® (CFA) designation or Certified Public Account (CPA) designation desirable
  • Make recommendations to leadership team for growth of platform
6

Skills For Financial Analyst Strategic Incentives Group Resume

  • Any ad hoc requests as deemed necessary
  • Self-starter with ability to drive analytics independently and manage multiple projects / deadlines
  • Month-end close, accounts payable/receivable
  • Profitability analysis and proformas for new business units
  • Financial presentations as needed
7

Skills For Strategic & Financial Analyst Resume

  • Track expenditures and analyze
  • Knowledge of the Lawson system and hospital operations
  • Provide financial analysis that track progress and drive behavior to achieve business’ vision
  • Produce regular reports for the director of the department and its deputy directors on the performance of the distribution networks
  • Assist the team in the development of the Distribution Dashboard: annual data collection exercise and analysis of our main performance indicators
8

Skills For Strategic Cost & Financial Analyst Resume

  • Regular support to the activity of the team
  • Support specific programs related to the efficiency of distribution, mainly in cost control projects with the Group Strategy team
  • Contribute to the transfer of best practices in the different countries in the context of the distribution transformation
  • Flexibility (open to change) and ability to learn on the fly
  • Drive for results & high sense of urgency
  • Coordinate and align assumptions, instructions, timing with Toyota related entities and NA business partnersProvide financial analysis support to the NA CFO for the monthly NA Executive Committee and Management Committee meetings
9

Skills For Senior Financial Analyst Strategic Resume

  • Develop financial related executive presentations and supporting documents
  • Oversee budgeting process for North America
  • Assist Executives with financial analysis of expenses, accruals and monthly financial reporting
  • Prepare financial information to support the bi-annual North America Financial Review
  • Prepare monthly and quarterly forecasts and projections
  • Maintain a high attention to detail and work on tight deadlines
10

Skills For Financial Analyst Procurement & Strategic Sourcing Resume

  • Be competent and motivated to build a large-scale, granular reporting environment together with key stakeholders from IT, business intelligence, business operations, and management
  • Tracks on a monthly basis the company’s strategic investment portfolio and assists with the analysis of the overall project and portfolio performance
  • For a wide range of assigned projects, prepares detail of work plan and schedule, completes detailed analysis and research, generates analytics, identifies options, prepares reports for management and recommends action or change
  • Harness the knowledge to navigate complex financial issues to find creative solutions and have a willingness to dive deep into the details while keeping an eye on the bigger picture. Be able to drive operational insights and support with their implementation
  • High energy, proactive and solution oriented approach

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