Account Analyst Resume Samples

An Account Analyst deals with the company’s financial data. The job role of an Account Analyst includes analyzing financial documents, interpreting the account reports, verifying the account statements in accordance with the organizational rules and industry standards, and draws the conclusion based on the available raw financial data. Employers look for Master’s degree in Finance along with key skills like analytical thinking, proficiency in financial transactions and documentations, problem-solving, computer competency and, team work.

As an educated accountancy professional if you are seeking a lead in the finance profession, then you can explore your career as an Account Analyst. For better impact on the employer, prepare your profile in accordance with the guidelines as given in our sample resume for Account Analyst.

Account Analyst Resume

Summary : Experienced Account Analyst at Ford Motor Credit Company with 2 years experience as a trusted advisor and analyst helping clients with risk analysis, debt-to-income, strategic planning, and budgeting. Leader in the finance and accounting profession influencing and driving initiatives and legislation impacting federal and state laws. Skilled in generally accepted accounting principles (GAAP) and managerial practices and procedures. Skilled in analyzing financial reports.

Skills : Account Analysis, Client Relations, Microsoft Office, Team Building, Financial Analysis, Strategic Planning, Staff Development

Description :

  • Initiate account analysis while paying attention to details in reviewing, implementing, and monitoring.
  • Handle high volume accounts payable email box, and forward invoices to appropriate companies, and resolve any questions/issues that come in. Verify availability and accuracy of vendor data in new ERP system.
    Manage the processing of up to 10,000 invoices using three-way match in SAP/Kofax per month.
  • Worked to automate and streamline monthly/weekly consignment settlement process in SAP.
    Assumed full Responsibility for SAP/R3 accounts payable through the system definition/implementation process from posting to check generation, including issue resolution with vendors as well as internal customers.
  • Audited weekly transactions reports and made necessary corrections where needed.
  • Proven ability to communicate effectively and bridge the gap between business and technical teams to enhance process improvement.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Executive
Education
Education
B.S In Finance

Senior Account Analyst (Healthcare) Resume

Summary : Detail-oriented Account Analyst and Healthcare Administration Professional with Extensive background in Supporting Operations through the Coordination and Execution of Patient Billing and Account support as well as Administrative tasks.

Skills : Healthcare Administration, Patient Account Analyst Collections Efforts, Billing/Payment, Data Entry & Records Management, Client/Patient Communications, Insurance Billing Procedure

Description :

  • Managed and account base of 60 patients from various insurance companies, including medi-cal, medi-cal hmo, blue cross blue shield, medicare, health-net and aetna.
  • Directly accountable for monitoring accounts for delinquency and implementing appropriate action plan to achieve positive status for all accounts.
  • Tracked delinquent accounts and implemented debt recovery efforts as required.
  • Documented insurance information and ensured patient account information was accuracy and up-to-date.
  • Identified need areas relating to blue cross blue shield 835 process, revision of denial report process, communicated issues and potential resolutions to management.
  • Researched and resolved customer deductions including large accounts using excel. Prepared weekly A/R reports.
  • Documented patient demographics and billing information in their records, ensuring accuracy and completeness.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
General Studies


Account Analyst II Resume

Summary : An enthusiastic professional possessing 10+ years of experience in management roles. Presently an account analyst for a successful accounting firm managing bookkeeping, payroll, and tax preparation for large corporations. Excels at managerial skills to ensure productivity, efficiency, and profitability margins are met on a consistent basis; continuously recognized for sales growth.

Skills : Ms Excel, MS Office, MS SQL, Tableau, Account Management, Data Analysis, Reporting, Financial Analysis , Financial Analysis, Credit Analysis, Customer Relationship Management

Description :

  • Manage and analyze general ledger to ensure integrity and accuracy of all transactions.
  • Perform balance sheet, cash flow, variance and income statement analyses and forecasts.
  • Requirement gathering, interpretation, and communication between stakeholders for process, operational, and financial trends.
  • Used pivot tables, vlook-up and h-look up to analyze data and generate business and other financial reports.
  • Make financial decisions, develop strategies to strengthen and grow business net worth.
  • Worked very well with external auditors providing requested data, reports and other necessary items to ensure timely completion and accuracy of annual audits.
  • Gained extensive knowledge in underwriting personal lines accounts by closely reviewing accounts for eligibility according to state guidelines. Learned strong decision making and problem solving skills.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
M.B.A

Account Analyst - Banking Resume

Objective : An Account Analyst with 2+ years of experience in Bank with experience in processing of client accounts on a daily basis. Researching and resolving problems from internal and external clients. Providing support necessary for line of business to meet financial goals, timely and accurately delivering cash and assets as prescribed within the department service levels.

Skills : SAP, Billing , Customer Service, Data Entry, Email, Inventory, Keyboarding, Office, PowerPoint, Typing, Time Management

Description :

  • Account analysis serving as centralized point for the closing of wealth management accounts, monitoring the process from beginning to completion.
  • Analyzing trust documents to obtain the necessary information to close an account, having detailed knowledge of system coding and the implications of that coding when processing cash to and from client accounts.
  • Reviews work, analyze, & completing appropriate steps in the assigned closing process.
  • Provides superior customer service to all clients during the closing process regardless of size of account or level of difficulty.
  • Providing support necessary to our front office partners ensuring a "worry free" closing process for them and their client; handling calls/emails expeditiously as received to external vendors, clients, cta/rta and others as presented.
  • Processing outgoing payments via check or cash and establishing routine payment processes on the trust system.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration


Account Analyst (Billing) Resume

Summary : Versatile, resourceful, and proactive leader with Account Management experience and professional development skills seeking to thrive with an organization where my experience and education will allow me to make an immediate contribution.

Skills : Computer Proficiency Experienced With Billing Systems. Experienced With Sales Automation Software. Familiarity Of Mainframe And Distributed Environments. Experienced With Microsoft O/S And MS Office Suite

Description :

  • Responsible for routing, tracking, auditing, processing, and payment of invoices for assigned accounts.
  • Provides research and implements procedures regarding payments, claims and/or invoices. 
  • Enters data into accounting information systems including adjustments and corrections.
  • Audit invoices in accordance with the Receiver’s procedures and Provider Contracts 
  • Perform research related to disbursement transactions and payments to ensure they are recorded and classified properly. 
  • Manage processes for acquiring W-9 forms from claimants for companies in Receivership 
  • Maintain accounting spreadsheets to report the status of W-9’s of a company at any time .
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
Bachelor Of Science

Sr. Account Analyst Resume

Summary : Highly motivated and goal oriented business professional with more than 15 years of experience in financial services and medical billing. Results driven with the ability to work collaboratively, efficiently prioritize, consistently meet deadlines, and effectively evaluate problems and generate solutions.

Skills : Microsoft Office, Sage 50 Accounting, Nextgen, Resource, Lotus Notes

Description :

  • Promoted as Senior Account Analyst based on exceptional performance as an Account Analyst after providing complex account and client support, cash flow and ad hoc reporting and internal efficiency projects, provides support and guidance to team members and conducts peer review of team members’ work. 
  • Prepare detail payment reports, post transactions, and reconcile the practice balance sheets.
  • Oversee and perform accounting functions, such as preparations of monthly financial statements and reports, balance sheets, account reconciliation, and audit preparations.
  • Initiated the use of client data as analytical assessments to identify performance opportunities, i.e. Weekly collection percentages, ar data analysis, which was incorporated into a mandatory process in the account analyst department.
  • Build and maintain various financial models and standard templates for distribution within the Finance department.
  • Prepare and review account reconciliations, perform research on complex ledger accounts to minimize risk and protect company assets and document the findings for management. 
  • Efforts in managing risk and following procedures contributed to team receiving 100% passing grade for internal audit review. 
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Managerial Science

Account Analyst II Resume

Objective : Over three years of experience in Accounting, Auditing, and various areas such as Deferred Revenue Recognition and Variance Analysis, Account Receivables (A/R), Accountable Payable (A/P), Payroll, Sales Audit Walk- Through, Process Improvement, Budgeting and External Audit. Possess excellent verbal and written communication skills, well-organized, and self-motivated.

Skills : Accounting Software, SAP, ORACLE Financial, Quickbooks, Peachtree. Microsoft Office Like Excel, Word, PowerPoint,

Description :

  • Perform all aspects of the accounts payable function by checking the budget allocation, authorization limit and proper supporting document and entering the invoices in to SAP software and effect payment via checks, wire transfer or web-payment.
  • Reconcile accounts payable related accounts, follow up, investigate and resolve any outstanding balances on accounts, via telephone, mail, or email communications with vendors.
  • Provide accurate and effective document preparation and records management relative to the accounts payable function in accordance to record retention policies and laws.
  • Assist in annual audit by preparing assigned reports or providing documentation as directed by the supervisor.
  • Research and recommend programs, policies and procedures to improve the effectiveness and efficiency of the accounts payable function, SAP software application including new approach, based on gaaps and company policies.
  • Documented detailed instruction procedures to help ensure offshore business partners understanding of transformation assignments. 
  • Perform daily cash and asset reconciliations between Bank systems and custodians.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.B.A

Sr. Account Analyst (Insurance) Resume

Summary : Over nine years of performance-driven, insightful in finance with a proven ability to achieve and exceed all revenue and business.

Skills : Project Management, Training & Development, Software, Time Management

Description :

  • Process endorsements in Data Entry Dept. for Specialty, Contract Underwriting. 
  • Post $3mm in policy premium received from agents across the U.S. 
  • Research & resolve premium errors generated on documents in file. 
  • Analyze agent accounts for commission percentage rates. 
  • Communicate with internal underwriters, alerting to potential cancellation of policy due to delinquency. 
  • Performed daily balancing from previous day's cash transactions for department team using system generated reports. 
  • Perform weekly reconciliations, to collect past due premiums and request the proper documents for various transactions. 
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
B.S. In Technical Management

Account Analyst II (Contractor) Resume

Summary : Proven record of success in implementing project management skills to multi-task and handle increasing levels of responsibility. Excellent Negotiation, Customer service, Interpersonal, and Communication Skills with a strong emphasis on details and being an energetic team player.

Skills : Microsoft Office, SAP, EDI, Avaya, Account Management, Customer Service, Problem Resolution, Process Improvement, Order Processing, POS, Team Building, Data Analysis, Client Relations

Description :

  • Compile, analyze and submit data and other needed information for the management of pricing actions and any other contract administration actions for assigned projects.
  • Assisted with the timely reconciliation and preparation of financial statements and schedule d statutory reporting for monthly clients on the eagle star accounting platform.
  • Administered full cycle accounts receivable, responsible for month end close reporting and reconciliation to general ledger, evaluating credit risk and developing strategies to reduce exposure to write-offs.
  • Posting receivables on to system, verifying and correcting coding as needed, researching accounts receivable issues related to billing and auditing outstanding accounts.
  • Reviewed, prepared and analyzed accounts receivable aging reports. Initiated and helped with processed improvements, maintained client portfolio's of 300 accounts.
  • Researched collections issues related to billing and audited of outstanding accounts. Provide excellent customer service while resolving client issue/disputes.
  • Credit decisions and recommendations for credit lines ranging from $100k up to $1m.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
Business Management

Account Analyst Resume

Summary : A Financial Analyst with extensive experience working with cross functional resources to ensure quality analysis, forecasting and planning, reporting and process development in the insurance industry. Have proven results in expense management, process improvements, operational accounting and impaired assets of the general investment account.

Skills : Microsoft Access, Microsoft Excel, Microsoft Office Products, SAP, Business Objects, PAM, Cognos

Description :

  • Analyze different views (averages, in scope vs. Out scope) and periods of time of data, in all phases of a client's life cycle, to develop spend trends and predictions to both internal and external clients.
  • Perform monthly financial accruals, aging of accounts payable and receivable and spend to budget variance analysis for five external clients in an effort to find future P&L savings.
  • Make recommendations to operations, process flow and strategies using, time specific, operational metrics, and prepare proactive and adhoc reports.
  • Keep both the client and facility maintenance in compliance with contractual agreement terms.
  • Forecast client spend, for reactive and preventive maintenance, to calculate future revenue and profit margin percentage for senior management during the planning cycle.
  • Successfully developed a monthly management report to provide senior management with another view to look at the revenue and operational performance of the business.
  • Execute monthly bank, merchant, inventory and general ledger account reconciliation, including compiling appropriate journal entries.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
M.B.A

Account Analyst/Executive Resume

Objective : A challenging Account Executive position in a results oriented company that seeks an ambitious, career minded person, where a combination of my education, skills, and knowledge will be utilized for advancement and growth. Proficient in selling to C-level executives and translating technical solutions into compelling investments.

Skills : MS Office, Salesforce.com, OS-X, MS Windows, PCI-DSS Compliance, Wireless Solutions, Aerohive & Cisco, Postini, IPSEC VPNS

Description :

  • Responsible for establishing key partnerships, and driving new direct sales of vendor safe's managed data security programs.
  • Assisting with pci dss responsibilities, and wireless infrastructure to retail, hospitality, grocery and food service clients ranging in size from single unit to enterprise level.
  • Provide guidance and sales support for end user clients managing system-wide deployments of network security and wireless infrastructure solutions.
  • Developed and presented solutions to national accounts to manage network and data security and address pci dss compliance for credit card accepting merchants.
  • Managed entire sales cycle from lead generation to close of sale resulting in recurring revenue & over 100 new accounts monthly.
  • Exceeded quota by over 120% within first 3 months at company and generated $30,000 in new mrr in first 6 months back at company.
  • Penetrated 6 new national accounts in first 6 months which led to upwards of 300 new end user locations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS in HRIM

Senior Account Analyst II Resume

Summary : Employee with over 10 years of management & bookkeeping experience seeks position in a high growing company with considerable advancement opportunities. Well organized, detail oriented, reliable, and honest seeking to use my knowledge and skills.

Skills : Microsoft Word, Excel, Outlook, Power Point, Act, Dynamics, And QuickBooks.

Description :

  • Process the daily deposit via online banking utilizing check scanner and processing credit cards payment via the credit card terminal.
  • Responsible for the posting and balancing of each payment received to the appropriate estate and account in the various tracking systems.
  • Perform research related to disbursement transactions and payments to ensure they are recorded and classified properly.
  • Audit invoices data and transactions in accordance with the receiver's procedures and provider contracts to ensure compliance by receiver staff and vendors.
  • Provides research and implements procedures regarding payments, claims and/or invoices.
  • Enters data into accounting data systems including adjustments and corrections.
  • Prepares, develops and creates ad hoc projects/analyses for financial and operational business units.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.B.A

System Manager/Account Analyst Resume

Summary : Strong problem solving skills from mathematical background and reinforced by analysis of reconciliation breaks in role as Account Analyst

Skills : Microsoft, 10 Key By Touch, Bilingual, Organizational, Detail Oriented, Team Player, Customer Service, Analytical , Analytical, Account Management , Self-Motivated

Description :

  • Manage an assigned inventory of outsourced healthcare receivables, to bill, follow up and resolve accounts.
  • Utilizing a pro-active work approach, in analyzing accounts to rapidly accelerate cash collections and final resolution which includes account reconstruction, reconciliation.
  • Knowledge of both provider and payers processing systems, reimbursements, contract application, manual and electronic billing, reconciliation of invoice and settlement.
  • Supported five account managers by extracting, analyzing and organizing data, created.
  • Audited utility invoices for errors, tariff changes and analyzed impact on clients.
  • Assist with budget preparation, to calculate and prepare checks, for tax payments. Collate and analyze data to generate financial reports.
  • Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
B.A

Account Analyst Intern Resume

Objective : To obtain a Account Analyst position where I can exemplify positive work ethics while implementing my skills and qualifications.

Skills : Computer Microsoft Windows, Microsoft Office: Word, Excel, PowerPoint, Outlook.

Description :

  • Respond to questions, telephone calls, and letters regarding the company's cost containment program, utilization review decisions, and reductions.
  • Audited financial reports and travel vouchers, monitored undelivered orders, and trained unit members to perform compliance and accounting functions.
  • Generate client discrepancy report, analyze and resolve the reports on weekly basis for the accounting department.
  • Compiled, audited, and verified statistical and business math calculations as they apply to plans.
  • Accurately prepared all scheduled corporate reports for final audit and assisted with preparation of unscheduled reports.
  • Responsible for the implementation, maintenance, and accuracy of on-line enrollments and customer website access.
  • Data entry-a/r, payments, billing, reconciliation, client relations, process payments.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Accounting And Business Management

Account Analyst / Manager Resume

Summary : Professional manager, collection, and customer service representative offering 15 years of diversified experience. I obtain excellent communication, negotiation and problem-solving skills. Dedicated to achieving customer satisfaction as well as meeting or surpassing company expectations.

Skills : Contracts Negotiation, Budget Development, Tracking, Earned Value, FAR and ANSI Criteria, Microsoft Office Products, Pivot Tables, Extensive Financial Analysis Experience.

Description :

  • Assisted customer with all questions and concerns, performed account research, documented all calls.
  • Help and support the entire sales center in the us with all their inquiry regarding all account, changes, reopen and closes.
  • Implement a cost saving process through account analysis, adding additional revenue to the business.
  • Research all credits on account, contact stations, customers to identify if credits are duplicate payments, over payments or needs to be refunded back to customer.
  • Demonstrates quality time management in a high-energy environment to ensure client requirements are met.
  • Responsible for implementing client maintenance procedures to assure quality control and client satisfaction.
  • Independently conduct daily administrative correspondence with clients, consultants, and participants on assigned cases. As part of daily plan administration with clients, work directly with key personnel (ceo, cfo, vice president of human resources, etc. ).
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma

Account Analyst I (Reconciliation) Resume

Summary : 12 years of extensive experience, and knowledge in reconciling small balances to multi-million dollar accounts effectively. Through this have developed the ability to organize, prioritize and work under extreme work pressure, high workload and deadlines. over these years have established good working relationships with customers and clients.

Skills : Microsoft Excel/ Word, EFT Network, FACS, AS400, Accounts Payable, Receivable Process, Management Systems, 10 Key By Touch.

Description :

  • Responsible for setting up collections and sending out statements on any claims past 30 days with no payments or payment arrangements made to expedite them in a timely manner.
  • Completes final audit of all insurance, benefit & ad hoc reports for assigned plans prior to providing to clients.
  • Compiled, audited, and verified statistical and business math calculations as they apply to plans.
  • Responsible for communicating and implementing client maintenance procedures to assure quality control and client satisfaction.
  • Independently conduct daily administrative correspondence with clients, consultants, and participants on assigned cases. As part of daily plan administration with clients, work directly with key personnel (ceo, cfo, vice president of human resources, etc. ).
  • Communicate with customers about accounts and deliver excellent customer service.
  • Review audits and reports for accuracy and completeness from the claim specialist.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Accounting