Associate Financial Analyst Resume Samples

An Associate Financial Analyst takes charge of analyzing the financial data of the company and processes large amounts of financial data on a periodical basis. A well-drafted Associate Financial Analyst Resume mentions the following core duties and tasks – creating detailed reports based on observation and analysis; reviewing and updating financial information, performing quality reviews and updating financial information, performing quality reviews by identifying financial discrepancies; escalating issues; maintaining documents for controls; participating in audits and monitoring the process basically in a controlled environment; providing financial advice for forecasting activities; and maintaining mergers and acquisition databases.

Hiring employers look for resumes denoting the following skillsets – strong analytical skills with excellent attention to details; multitasking abilities; and the ability to keep accurate records. Other skills include proficiency with financial model software and well-versed with office applications. A degree in finance, economics, or a related field is required for this role. Prior work experience and industry certification will be an added advantage.

 

Associate Financial Analyst Resume example

Associate Financial Analyst Resume

Objective : Seeking the opportunity to use my MBA education and experience to improve the organization's profitability, efficiency, and sales. Detailed oriented and resourceful in completing projects, and able to multi- task effectively.

Skills : Marketing, Management, MS Office, Organizing.

Description :

    1. Analyzed, reviewed, and audited invoices and billing details from telecommunication vendors for accuracy and budget management and submitted approved bills to A/P for payment.
    2. Processed all vendor invoices flagging issues to the relevant clients.
    3. Identified billing discrepancies and worked with carriers to resolve billing disputes, providing required documentation and managing the process through to dispute resolution and track credits.
    4. Updated the telecommunication circuit/line inventory spreadsheets with actual each period, maintaining the budget spreadsheet with plans for the rest of the year, consistent with the plans of service clients.
    5. Generated and provided required reports of itemized calls for proper billing to clients.
    6. Created a variety of ad hoc reports per project and provided financial analysis as issues arrive.
    7. Worked closely with accounting to ensure accuracy of account coding and provided assistance during audits.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Entry Level
Education
Education
Management / Marketing


Associate Financial Analyst Resume

Summary : Seeking an Accounting or related position that best utilizes my skills and experience to develop and implement a company's operational plans profitably and to ensure accurate and timely reporting.

Skills : Microsoft Office, SAP, Essbase, Sales.

Description :

    1. Analyzed company results, and identified business issues and opportunities.
    2. Completed organization charts for the entire company.
    3. Assisted with state audit information requests through increased working knowledge of e-rooms for data retrieval.
    4. Assisted with increasing quarterly and year-end state tax provision process through automating spreadsheets to the fullest extent via V-lookup and formulas.
    5. Assisted with state tax notices received by reviewing notices to assess the issue and to resolve (i.e., the discrepancy in payments, non-receipt of the return notification, etc.).
    6. Gathered information from all the financial VP's and submit all information to the IRS for Foreign Bank Account.
    7. Prepared forms from the IRS such as change of address form change of names.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Accounting/Finance


Associate Financial Analyst Resume

Summary : Over 23 years of experience which includes 9 years of SAP FICO implementation experience in configuration, enhancement, upgrade and production support areas covering GL, AP, AR, AA and CO. Worked on 4 full life cycle implementations. Sound SAP Financial Knowledge and configuration with excellent expertise of SAP R/3 FICO versions.

Skills : Microsoft Office, Sap, Business Warehouse.

Description :

    1. Helped Controller & Senior Financial Analysts.
    2. Financial Statements analysis at month and year-end.
    3. Assisted to prepare the short and long-term budgets.
    4. Performed all month-end ledger adjustments and closing.
    5. Prepared the clients business process flow charts for accounts payable and accounts receivable.
    6. Configured the Automatic Payment Program for A/P including Partial Payment Created different G/L accounts and accounts groups for division, like expenses, revenue, cash, assets and liability.
    7. Configured Customer and Vendors Master Data.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.S in Accounting

Associate Financial Analyst Resume

Summary : M.B.A. graduate with over 18 years of experience in finance and accounting with 8+ years working in a high-pressure, densely regulated, deadline-oriented business environment. Outstanding communication skills are combined with excellent work ethic and strong track record of delivering top performance results.

Skills : Finance, Accounting principles, M.S office.

Description :

    1. Responsible for project tracking and manufacturing of process control technology to improve the performance and efficiency of power plants, wastewater treatment facilities and water treatment facilities.
    2. Prepared in-depth analysis of financial statements and consolidated international locations.
    3. Assisted in development of month and yearly objectives.
    4. Prepared multiple charts and graphs for corporate presentations and develop explanations for account variances.
    5. Continued with the design, setup and configuration for both PA and GL.
    6. Assisted with the implementation of OE and AR and participate in implementing OFA.
    7. Developed multiple reports to help perform analysis of financial statements.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.S. In Accounting

Associate Financial Analyst Resume

Summary : Financial Analyst with over 6 years of financial industry experience across several lines of business. Self-starter with the ability to meet tight deadlines. Maintains a very positive attitude, eagerly adapts to change, and can execute on strategic initiatives.

Skills : Data and Statistical Analysis, Work Flow Analysis and Optimization, Meeting Facilitation and Planning.

Description :

    1. Prepared, analyzed and approved financial loan requests for small business, mid-market and large corporate clients.
    2. Assisted with audit reviews that credit analysis/underwriting requirements and operational expectations are met in compliance with Generally Accepted Accounting Practices (GAAP) and corporate policies and procedures.
    3. Verified and corrected any omissions identified by audit management.
    4. Analyzed and recommended corrective actions and solutions for the problem and delinquent loans.
    5. Approved loan products that include equipment leases, commercial loans, lines of credit and credit cards.
    6. Reviewed and analyzed balance sheet and income statements, accounts payable and receivable aging schedule, inventory and equipment report.
    7. Interpreted and underwrote financial and statistical data to assess the credit risk exposure to the bank in terms of cash flow, debt service charges, leverage, and liquidity.
    8. Reviewed business and personal credit bureaus, bank, and trade references.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
M.S Of Business Adminsitration

Associate Financial Analyst Resume

Objective : Financial Analyst with over 9 years experience in the Government Contracting field in conjunction with The Department of Treasury, Department of the Navy and the Department of Homeland Security. As a self-motivated professional with qualifications such as Accounting Payable/Receivable, Data Quality Management, understanding of Asset Forfeiture procedures and protocols. Outstanding track record of strategic contributions.

Skills : Momentum Financials, Financial Analysis, Word, Excel, Powerpoint.

Description :

    1. Performed functions related to auditing and accountability within government systems including the Tri-Annual review to ensure accuracy, performed reconciliation of various documents, as requested, between government financial systems.
    2. Analyzed documents to ensure compliance.
    3. Created reports and briefings highlighting analytic processes and recommendations for clients.
    4. Researched and gathered data using the COBRA database.
    5. Provided clients with decision support analysis to enforce Navy strategy and policy.
    6. Assessed potential solutions to satisfy requirements.
    7. Assisted in revenue reconciliations for client disclosure statements.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Entry Level
Education
Education
Business Administration

Associate Financial Analyst Resume

Objective : Over 12 years of Professional experience with Eight years of experience in Accounting, finance, configuration, production support, and testing of SAP FICO. Expert experience in Project Management, collaborating, and coordinating with third party vendors for successful implementation of software integration to SAP.

Skills : Excel, Powerpoint, VBA, Quickbooks, SAP, Good communication.

Description :

    1. Conducted meetings with brokers and wholesale bankers discussing various loan packages offered by various banks and financial institutes.
    2. Reviewed over $20 million worth of loans for the company during the closing period of mortgages of commercial and residential properties.
    3. Dealt with title companies, banks, and brokers to support closing deals in a timely manner.
    4. Conducted credit analysis using financial ratios such as loan to value and liquid ratios.
    5. Submitted applications for credit analysis for verification and recommendation.
    6. Reviewed loan agreements to ensure they are accurate.
    7. Explained to customers the different types of loan packages and credit options that are available.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.S In Accounting

Associate Financial Analyst Resume

Summary : Highly qualified Associate Financial Analyst with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : Finance, Operations Management, Human Resources, Management.

Description :

    1. Directed budget variance analysis and cash projections.
    2. Supervised physician service, real estate, and biomedical contracts for the region.
    3. Participated in the preparation of monthly operating reviews.
    4. Oversaw the effective delivery of all human resources management, including compensation, recruitment, payroll, and benefits administration for 200+ employees.
    5. Managed full range of Special Projects including cost per visit in existing and new business lines in the Mother/Baby project.
    6. Analyzed and reported findings on auditing billing charges versus actual visits.
    7. Assisted in the implementation of diverse Material Management projects including the Record Retention Project, Storage Management, Waste Management Project, etc.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.S in Management

Associate Financial Analyst Resume

Objective : Experienced and successful Financial Analysis manager looking for new areas of professional growth to build on to a very rewarding 15 year career at a large manufacturing company. Many years of experience at creating, managing, and leading creative financial support and analysis to a wide range of customers and business units.

Skills : Crystal Reporting, Accounting Analysis, Financial Analysis.

Description :

    1. Monitored administrative expenses and assisted in coordinating the departmental budget.
    2. Recommended budget changes to facilitate timely completion.
    3. Processed invoices for monthly payments.
    4. Assisted department in meeting current and future month-end close.
    5. Supported departments on Purchase Orders, Checks Requests, Employee Reimbursements, and PC Requests.
    6. Coordinated efforts with other divisional liaisons to close financials.
    7. Reviewed and processed manual check reissues.
    8. Created invoices and maintained account receivables.
    9. Developed and implemented workflows to facilitate Horizon's new work at home initiative.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Management Science

Associate Financial Analyst Resume

Objective : Over 2 years of strong experience as a financial analyst. Effective communication skills, and comfortable in interacting with all groups in an organization. Good at multi-tasking and prioritizing. Adept in analyzing problems, then formulating solutions. Expert in making quick and sudden decisions.

Skills : Marketing, Product Management, MS Office.

Description :

    1. Responsible for analyzing financial statements of the company to generate reports.
    2. Collaborated with senior financial analyst in creating models for the financial planning process, forecasting, and annual budgeting.
    3. Analyzed the impact of debt and equity financing on capital and ownership structures.
    4. Identified financial risks and opportunities for the company.
    5. Developed comprehensive reports and charts to present data and guide investment strategies.
    6. Prepared presentations on powerpoint and various investor documents on word and excel.
    7. Researched errors and reconcile various financial information.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Entry Level
Education
Education
Business Management