Strategy Analyst / Senior Analyst Resume Sample

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Gillian Ratke
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Work Experience

Senior Financial Strategy Analyst
08/2017 - PRESENT
San Francisco, CA
  • Create reports on topics including KPI’s, Operational Performance, Asset Gathering, Trading, and Guidance on a weekly and monthly basis
  • Identify areas where operational efficiency can be improved through enhanced automation. Analyze and revise existing data capture, manipulation, and reporting difficulties
  • Create solution designs that improve data capture, manipulation and reporting through innovation standardization, optimization and automation. Collaborate with technical staff on implementation of enhancements. Communicate necessary changes and enhancements to all internal/external customers
  • Develop and maintain positive working relationships with team members and other stakeholders, including business partners and all levels of IT leadership
  • Support Data Governance in accordance with company principles and enterprise strategy
  • Serve as a technical resource on programming and technical issues and data extracts
  • Knowledge of Risk Strategies and Credit Scoring
  • Experience working with SAS and data warehouse data extraction, analysis and reporting
  • Demonstrated success operating in a change management environment and meeting deadlines
Portfolio Analytics & Strategy Analyst Senior
11/2014 - 06/2017
Boston, MA
  • Experience working with adaptive control systems
  • Create Commercial Analytics’ presentations and develop/track action plans
  • Experience in administration (e.g., configuration and report development), expert level
  • Experience developing customer reports / dashboards in
  • Expert knowledge of MS Office Software (particularly, Excel and PowerPoint)
  • Experience with quality assurance and data testing processes
  • Rapidly learn and understand the business
Senior Analyst, Credit Strategy
08/2011 - 09/2014
Boston, MA
  • Experience managing projects: defining deliverables / timelines and communicating progress
  • Team Player (collaborative with direct reports, peers and leadership)
  • Delivery and solutions-oriented mindset
  • Self-motivated and hardworking: able to work independently and without close supervision
  • Coordinate key external guest visits to CSC as well as Citi executives’ visits to our partner locations
  • Force of Ideas: At the center of Atlantic Media work are the ideas within our writing. We believe that ideas – to the good and not – have consequence. Our highest work is bringing rigor, insight, intellectual honesty, to that ultimate purpose of separating the bad from the good, and giving voice to the latter
  • Understanding of commercial and consumer businesses at Microsoft


Washington State University Vancouver
2006 - 2011
Bachelor's Degree in Finance

Professional Skills

  • Excellent time management and organizational skills with the ability to prioritize multiple priorities/projects and respond to shifting deadlines
  • Excellent project management and organizational skills, with attention to detail and ability to manage multiple projects on an ongoing basis
  • Operate independently within a team and have partnering skills
  • PC literate and advanced level user of MS Office product suite Excellent time management and organisational skills
  • Adaptive, self disciplined worker able to operate effectively in a high intensity fast changing business environment
  • Strong experience managing business operations, events and programs
  • Experience in Venture Capital / I-Banking / Management Consulting / working with early stage businesses

How to write Strategy Analyst / Senior Analyst Resume

Strategy Analyst / Senior Analyst role is responsible for analytical, insurance, retail, finance, credit, training, database, procurement, trading, equities.
To write great resume for strategy analyst / senior analyst job, your resume must include:

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

Contact Information For Strategy Analyst / Senior Analyst Resume

The section contact information is important in your strategy analyst / senior 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 Strategy Analyst / Senior Analyst Resume

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

Representative Strategy Analyst / Senior Analyst resume experience can include:

  • Advanced Excel skills required and data base skills required
  • Highly developed quantitative and analytical skills
  • Seamless written and verbal skills
  • Maintain a good understanding of the Bank’s credit risk portfolio management models, working
  • Very good understanding of all lending portfolios
  • Experience building financial models (deep Excel capability), analysis and tools leveraging Tableau, Power BI or other business intelligence tools

Education on a Strategy Analyst / Senior Analyst Resume

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

When listing skills on your strategy analyst / senior 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 strategy analyst / senior analyst skills:

  • Demonstrate strong leadership and influence skills, including the ability to challenge the status quo
  • Strong organizational skills with experience in process/project management
  • Strong customer service and relationship management skills with senior leaders and partners
  • Demonstrated experience working with large sets of data to draw conclusions and make recommendations
  • To work effectively with existing members of the UAT team
  • Professional disposition. Able to interface effectively with all management tiers

List of Typical Experience For a Strategy Analyst / Senior Analyst Resume


Experience For Senior Financial Strategy Analyst Resume

  • Excellent diagnostic skills to analyse and identify discrepancies within data sets and identify solutions
  • Experience working with large data for the development of analytics and reporting
  • Experience of operating in a highly complex organization with globally distributed stakeholders and team
  • Experience with JavaScript, CSS, and HTML and a basic understanding of webpage design
  • Experience with elearning software and creative design programs such as Adobe Captivate, Presenter and Adobe Creative Suite (e.g. InDesign, Illustrator, etc.)
  • Analytical thinker with great attention to detail. Proven ability following complex instructions
  • Structured and methodical approach with solid attention to detail

Experience For Portfolio Analytics & Strategy Analyst Senior Resume

  • Manage multiple priorities & comfort in matrix organization
  • Experience in an agency, start-up or product driven work place where self-motivation and direction were the norm
  • Experience in data collection, data analysis, quality assurance
  • Deep project and program management experience
  • Demonstrate a customer-focused approach with internal teams and management

Experience For Senior Data Strategy Analyst Resume

  • Creating testcases from requirements documents
  • Coordinating more complex predictive & explanatory analysis with the Analytics team
  • Contribute to portfolio reviews and analysis for R&D leadership on a recurring and an ad hoc basis by being well informed on projects within program
  • Support in developing the IP Strategy (Patent portfolio & leverage) for beverage category
  • Professional, articulate, mature in all aspects of client relationship building

Experience For Senior Analyst, Credit Strategy Resume

  • Screen entrepreneurs’ pitch decks, conduct interviews with entrepreneurs, help managers with due diligence, and writing investment memos
  • Ensure all testing activities within the project plan remain on track
  • To liaise with tech on any development requirements based on UAT – ensuring communication around this is complete and timely
  • Understand Search business, sales and service processes and work flows to create growth hacking incubation frameworks and solutions that bridge tool gaps
  • Collaborate with the Finance team to understand business goals and create complex forecasting models
  • Develop, interpret, and elevate complex queries working with large sets of data
  • Build multiple types of reporting capabilities for various valuations and business cases for financial strategic initiatives
  • Query and analyse data using tools such as Excel, SQL, Tableau, Python, SAS, R

Experience For Risk Systems Strategy & Governance Senior Analyst Resume

  • Manage and administer the Real Estate Strategy ‘book of work’ which records live real estate stategy projects, business cases and approval requirements
  • Define the requested innovation, productivity, and compliance allocation of resources as well as ensure the portfolio is balanced for short and long-term goals
  • Provide input into the "where to play" and "how to win" analyses and recommendations
  • Ensure continuity of R&D plans and alignment of resources
  • Sr Strategy Analyst interfaces with the Platform Leaders and their teams to drive effectiveness & efficiency of R&D in delivering the Beverage or Snacks Category innovation agenda
  • Positively influence at all levels within and outside the organization
  • Contribute to the assessment of R&D capabilities required to enable the growth agenda and portfolio of the future, updated annually as part of R&D SCP
  • Provide analytical support for data-driven recommendations (both an internal and "outside in" perspective) to R&D leadership
  • Lead multi- faceted teams

Experience For Value Strategy Analyst / Senior Analyst Resume

  • Create and foster team motivation, consistent positive attitude that influences others
  • Consistent delivery of work against project requirements and deadlines
  • Can listen, understand and re-articulate accurately
  • Write cohesive, client-ready documents
  • To perform testing for the new collateral monitoring and management application within CitiRisk framework(including liaising with partner systems & technology and business stakeholders)
  • To ensure any additional/new requirements are captured and tracked to a future release
  • Establish and maintain productive interaction and relationships with Business/Technical Project Ma nagers. Undertake appropriate and timely problem resolution as the project demands
  • Participate in the different activities of onboarding a new business/country (pre-implementation, implementation and post-implementation)

Experience For Senior Strategy & Portfolio Analyst Resume

  • To escalate any testing issues or project risk when necessaryDemonstrate and / or rapidly develop an understanding of credit-related policies, processes and functions within the
  • Communicate/educate Reservations team on new features/functionality and product updates, and provide additional information for training material as required
  • Assist in investigating unknown or erroneous charges within specific Switchfly tour bookings
  • Provide ad-hoc reporting in support of the operation
  • Act as primary liaison between front line reservations and Vacations/Digital Channels Senior management and tour system partners

Experience For Senior Biz Strategy Analyst Resume

  • Support and assist in new supplier relationship development, and associated platform deployment/rollout
  • Support customer relations requests for additional information related to customer complaints, and research as necessary
  • Business Process and Analysis: Lead and participate in analytical efforts required to support IT’s day-to-day operations and continued focus on operational excellence. Refine existing processes and develop new processes to support the evolution of the IT organization to deliver on our commitments to business and technology stakeholders
  • Contribute to the department’s continuous improvement system; and
  • Summarize insights/conclusions and identify next steps
  • Develop strong collaborative working relationships with Sales, Engineering, Finance, Marketing and Business Teams, Operations Teams and Support Partner with development resources to create scalable data solutions, and help drive automation opportunities

Experience For Commercial Strategy & Insights Senior Analyst Resume

  • Develop and strengthen forecasting models for sales and business performance. Inform analytic strategies that promote acquisition, growth and retention of SMB customers at key milestones in the customer life cycle
  • Build financial models and perform in-depth analysis to evaluate potential strategic options to improve financial efficiency
  • Create tables, data views, stored procedures, and functions
  • Accountability for integrity and quality of data
  • Analyze and optimize drivers of profitability across various internal support departments

Experience For Senior Analyst, Revenue Strategy Resume

  • Produce charts, graphs, tables, and write narrative descriptions based on the data
  • Partner with the Director of Financial Strategy and other Internal Support leaders to gain support, resources and buy-ins for initiatives aimed at improving data process that drive profitability and sound financial decision making processes
  • Leading conversations with client data owners and media agency partners to understand strategy through data and identify data attributes critical to our modelling process
  • Experience in data collection, data analysis, quality assurance
  • Support strategic projects via data access, structuring and analytics
  • Collaborate with stakeholders to establish requirements for the implementation of descriptive, diagnostic, predictive and prescriptive analytics

List of Typical Skills For a Strategy Analyst / Senior Analyst Resume


Skills For Senior Financial Strategy Analyst Resume

  • Effectively communicate findings and provide key insights and recommendations to our Revenue Management Leadership team
  • Experience in marketing research, agency, consulting, ad-tech, software
  • Support the pilot / execution of initiatives to validate the initial hypothesis, iterating on the recommendations
  • Experience in business analysis or analytics role, preferably in an online advertising or technology environment
  • Consulting / strategy experience
  • Provide input and direction on the effective design and use of management dashboards
  • Work experience with Exploratory Data Analysis on a Big Data Platform such as Hadoop

Skills For Portfolio Analytics & Strategy Analyst Senior Resume

  • Identifying and acting upon trends within the marketplace where necessary to maintain the
  • Understanding of industry business metrics, financial analytics and proficiency with financial calculations for business modeling
  • Measuring & enforcing compliance to standard processes and best practices
  • Track-record of creating/presenting analytics and reporting that properly link information to business need
  • Proficient with computer programming languages including SAS, SQL, and/or Python
  • Maintain a thorough understanding of the Bank’s Automated Lending Decision Tools (e.g

Skills For Senior Data Strategy Analyst Resume

  • Challenger) for opportunities in reducing risk and/or improving efficiencies / profitability
  • Translate strategic intent into actionable work plans and deliverables including return, risk, technology and capability investment and timing
  • Develop working knowledge of firm structure, clients and key business drivers
  • Conduct detailed analysis on pricing, key segments and business mix to shape our next generation of revenue management initiatives and strategy
  • Report automation using macros and scheduled jobs
  • Knowledge of elasticity curves, cluster analysis and modeling
  • Proficient in use of programming languages (Python, R, SQL, SAS, etc.)

Skills For Senior Analyst, Credit Strategy Resume

  • Expertise in use of BI tools e.g. Tableau to build automated reporting solutions
  • Strata), working closely with the Credit System Management Group to implement new or refine
  • Assist in the development and monitoring of test and learn strategies (i.e. Champion /
  • Maintain a thorough understanding of the external environment and competitive offerings,
  • Thorough knowledge of the Bank’s Automated Lending Decision Tools (e.g. Strata)
  • Aptitude for logical analysis, problem identification, and problem solving
  • Development and implementation of controls to support user acceptance testing and production execution
  • Participate in data governance team

Skills For Risk Systems Strategy & Governance Senior Analyst Resume

  • Develop expertise in the data, systems and processes of the firm
  • Champion the use of tools, data marts and analytic processes across the firm
  • Able to understand and articulate business requirements in the technical environment and how they impact on processes and systems
  • Self-motivated with the ability to drive through change
  • Develop models & analysis to support our decision making regarding key revenue initiatives (example include: ancillary revenue, distribution strategy, segmentation strategy, LTV, costs of acquisitions)
  • Work closely with various teams across Data Analytics, Sales, Digital, Product and Finance teams
  • Data visualization in Tableau and Excel
  • Measure the impact of an event, such as a rate change, on business financial metrics
  • Apply basic statistics and regression to business problems

Skills For Value Strategy Analyst / Senior Analyst Resume

  • Knowledge of optimization algorithms
  • Develops and implements strategies by working effectively with business partners and peers. Knows the critical activities required to enable an effective change initiative
  • Business Process and Analysis: Lead and participate in analytical efforts required in support of the Group’s day-to-day operations and transformation program. Refine existing processes and develop new processes to support the evolution of the Group to deliver on our commitments to business stakeholders
  • Metrics and Operating Reviews: Manage the Group’s efforts to create cohesive management reporting based on operational and business metrics that reflect our core activities. Partner to refine the monthly operating review and provide input to senior management reviews
  • Management process. This process requires simulation, validation testing, statistical analysis to
  • Evaluate the effectiveness of the decision strategies. Full documentation of the decision strategy

Skills For Senior Strategy & Portfolio Analyst Resume

  • High performance orientation, ability to work well under pressure, prioritize projects, meet deadlines, and maintain flexibility
  • Experience with Netezza Appliance
  • Experience in data collection, data analysis, quality assurance
  • Proven interest in finance and strategy
  • Strong analytical / quantitative and technical abilities

Skills For Senior Biz Strategy Analyst Resume

  • Develop new, rebuild existing or modify current strategies via the decision strategy change
  • Business case is required
  • Closely with the Consumer Risk Methodology and Analytics Group to implement new or refined
  • Bank’s Risk / Return profile
  • Maintain in‐depth knowledge of the assigned portfolio product characteristics / offerings and a
  • Proficient in SAS and/or Python
  • Audit / control background
  • In-depth knowledge of the Bank’s Personal Loan and Small Business Loan product offerings

Skills For Commercial Strategy & Insights Senior Analyst Resume

  • Knowledge of office systems such as MS Word, MS Excel
  • Personal values in line with DaVita’s values of service excellence, integrity, team, continuous improvement, accountability, fulfillment, and fun
  • Five or more years of data analysis, business analysis, software application, database design, and technical documentation experience, preferably in the health insurance industry
  • Experience with data-mart / data warehouse environment, ETL and BI tools
  • Gather, manage, consolidate requirements from cross-functional groups, document business and user requirements (such as process flows, functional requirements, user interface mockups, user stories and conceptual data diagrams)
  • Experience with Business Objects (WEBI universes and reporting)
  • Lead and facilitate sessions to deliver requirements to project teams (i.e. development, QA, training, etc.)
  • Knowledge of how technical platforms and environments are constructed and connected with ability to determine the appropriate technical tool for each project
  • Initiate and drive process change to promote continuous business improvement

Skills For Senior Analyst, Revenue Strategy Resume

  • Strategic mindset and highly analytical thinker with sound financial acumen; ability to develop structured analyses and communications, often starting with ambiguous information
  • Strong attention to detail, analytical capability, and excellent verbal and written communication skills
  • Creatively and independently analyze data and propose solutions. Be a self-starter
  • Knowledge and ability to plan and execute, big data management and analytics
  • Strong Excel spreadsheet competency required including PowerPivot and skilled in other MS desktop apps, including Word, PowerPoint, Project and strong competency in data visualization and tools like power BI
  • Experience in Strategy, Finance or Business Intelligence
  • Interact and communicate with individuals in various levels of management

List of Typical Responsibilities For a Strategy Analyst / Senior Analyst Resume


Responsibilities For Senior Financial Strategy Analyst Resume

  • Experience working as an analyst in consumer financial services, with roles in business, strategy, finance or quantitative analytics
  • Track-record of creating and presenting analytics and reporting that properly link information to business needs
  • Proficient in use of programming languages: SAS and SQL are required; Python, R, et al. are desirable
  • Execute against time-sensitive requests from Executive Leadership Team
  • Develop and implement tools, analytics, and models to evaluate and identify performance and recommend performance improvement opportunities
  • Expert user on Excel / Tableau and strong knowledge on SQL – leveraging on big data sets to identify opportunities, drive strategic insights and recommendations
  • Strong modelling, statistical analytics, and business intelligence – Beneficial to have experience with analytical software (e.g., R), scripting languages (Python), programming skills (Java)

Responsibilities For Portfolio Analytics & Strategy Analyst Senior Resume

  • Understand the key components that drive losses on the retail portfolio: product terms, vintage dynamics, portfolio composition, economic factors, and loss mitigation programs
  • Desirable: Understand accounting concepts behind the reserve: impaired vs. non-impaired segments, modeled vs. qualitative factor reserves, internal charge-off and recovery policies, accounting standards and regulatory policies
  • Related analytical experience with credit strategies or other relevant experience
  • Partnership with Technology, Modeling and Business Owners teams to develop and implement new forecasting and analytical processes
  • Creation of requirements, process maps and operational manuals
  • Effective written and verbal communication of the different steps throughout the development process and work with all levels of management to ensure project deadlines are met
  • Provide internal and external customer support for tour systems. Serve as primary system support resource for front line reservations. System-oriented assistance includes researching and troubleshooting platform issues, coordinating with platform vendor(s) for system problems and issue resolution, monitoring system errors and working with suppliers on any interface or booking problems

Responsibilities For Senior Data Strategy Analyst Resume

  • Communicate and evangelize methodologies and findings of business analyses to multiple levels of leadership across partner teams and incorporate them into our reporting and tools Provide analytic rigor to key strategic initiatives - out of the box thinking around hypotheses, follow-through on collaborating with key partner teams, in validating and testing these, and perseverance in execution
  • Direct experience using observational data in the healthcare/biotech/pharmaceutical industry. Expert SAS user. Experience managing, developing and training other analysts. Strong understanding of multiple healthcare claims and electronic healthcare records database. 8+ years’ experience working in a pharmacoepidemiology or health economics
  • Applies predictive models, third party data, and other tools to develop and execute appropriate segmentation and targeting for acquisition and portfolio strategies to provide insight into portfolio risk. Manages engagements with internal and external information suppliers ensuring solution is fit for purpose while maintaining appropriate governance and oversight

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