Financial Business Analyst Resume Samples

A Financial Business Analyst takes responsibility for implementing and recommending methods that will increase the company’s profitability and efficiency. Apart from analyzing the company’s business model, the professional will disburse all tasks that are mentioned on the Financial Business Analyst Resume – making suggestions for improvement from operations to management to budgeting; conducting complex financial analysis to determine present and future performance; evaluating budgets; making recommendations to management; advising businesses based on budget analysis and financial data, and providing relevant training.

To be the phenomenal leaders in this field, the following traits are needed – financial and business analysis experience; proven strong quantitative abilities; knowledge of standard accounting procedures; aptitude for finance along with exceptional analytical skills; and the ability to predict future changes. A degree in the field of finance, accounting or management is common to experience depicted on resumes.

Financial Business Analyst Resume example

Financial Business Analyst Resume

Summary : Quality-focused, detail-oriented analyst, developer and liaison with 9 years of overall experience, demonstrating track record of providing solutions for high-priority business goals and strategic senior management decisions. Skilled troubleshooter and problem-solver, with ability to translate business intelligence and performance management requirements into manageable data formats.

Skills : Visio, Problem Resolution, Research, Communition.

Description :

  • Provided month end support for journal entries, accruals, and intercompany entries.
  • Provided internal labor review analysis, corrections and post to sap. Cats training sme for training new users.
  • Provided detail reporting for capex, pilot project costs, period costs, headcount, capital pmr reports, rd profit split analysis and other ad-hoc reporting.
  • Provided capital reporting on a $100m 3 year manufacturing project.
  • Included month end comparative results reporting to the executive team. This included key metrics reporting and working with the assigned business analysts to report and resolve key process issues and implement improvements for multiple in-flight projects.
  • Provided month end financial reporting support for process development, product support, quality, global marketing, and autonomy and speed departments.
  • Able to organize and manage multiple priorities.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Administration


Sr. Financial Business Analyst Resume

Summary : Overall 9 Years of BA Experience in financial domain containing fixed income, Credit Risk, Market Risk (FRM), Options, Derivatives, OTC financial Products, Portfolio Management, Positions, Equity with Institutions such as Citi Group, TD Ameritrade, JPMC, HSBC Bank etc. Good Experience with Credit Risk and Market Risk Management such as Treasury bills, Treasury Bonds, AAA,BBB bonds , Junk bonds And Over the counter Derivatives (OTC) and Vanilla/ Interest Rate/Equity swaps to hedge foreign currency risk and future and forward contract risk, counter party risk.

Skills : Financial Analysis, Marketing.

Description :

  • Performed reviews of appraisals of large and complex closely-held corporate stock, partnership, fiduciary, and individual proprietorship business interests.
  • Performed work for all IRS Operating Divisions, for Appeals and for Counsel.
  • Determined the fair market value of publicly-traded and closely held corporate stocks, securities, and business interests.
  • Reviewed unique, highly complex valuation issues relating to the fair market value of assets and interests therein.
  • Reviewed facts, and if existing facts are insufficient, request additional information and conduct independent investigations to gather relevant information, and analyze and interpret findings.
  • Served as a technical authority on new theories and standards to appraisal problems where no accepted or established appraisal procedures exist.
  • Engaged taxpayers and their valuation experts in resolving strong disagreements concerning highly controversial valuation issues.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA In Finance


Jr. Financial Business Analyst Resume

Objective : Serve as a technical authority for valuation issues on income and estate and gift tax examinations, examinations of tax-exempt entities collection activities, and litigation

Skills : Financial Analysis, Marketing.

Description :

    1. Experienced and knowledged with SOX Compliance & Auditing
    2. Experienced and Knowledged of the Lifecycle of Order, Task & Schedule management
    3. Experienced and Knowledged with Job Estimate, Settlement Rule and Asset Registry
    4. Advanced statistical, modeling, metrics performance and process improvement knowledge
    5. Knowledged of wide-scale, cross-functional processes such as supply chain management, erp finance and customer resource management with extensive experience with line of business processes.
    6. Provided presentation/Guidelines to Clients on Market Risk of Index Funds (Passive Portfolio) vs Systematic Risk of Active Portfolio.
    7. Able to work independently and part of a team Adaptable to changing business conditions and ambiguity.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA In Finance

Financial Business Analyst III Resume

Objective : Overall 9 Years of BA Experience in financial domain containing fixed income, Credit Risk, Market Risk (FRM), Options, Derivatives, OTC financial Products, Portfolio Management, Positions, Equity with Institutions such as Citi Group, TD Ameritrade, JPMC, HSBC Bank etc. Good Experience with Credit Risk and Market Risk Management such as Treasury bills, Treasury Bonds, AAA,BBB bonds , Junk bonds And Over the counter Derivatives (OTC) and Vanilla/ Interest Rate/Equity swaps to hedge foreign currency risk and future and forward contract risk, counter party risk.

Skills : Financial Analysis, Marketing.

Description :

  • Monitored, tracked and reported monthly compliance of corporate travel policy and procedures.
  • Monitored and responded to emails sent to the central email box.
  • Managed and tracked travel related issues including issues associated to the travel approval process.
  • Supported internal/external projects as required.
  • Managed and updated the Global Travel website.
  • Operated with a sense of urgency, employing effective time management to deliver results within deadlines.
  • Able to prioritize and manage competing demands to meet deadlines.
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Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
MBA In Finance

Financial Business Analyst II Resume

Summary : Over 6 years of experience as a Business Analyst (BA) in finance and insurance industries. Result oriented, quality focused, keen on learning, creative problem solver and analyzer, good team player with excellent communication skills. Enthusiastic self-starter who can boost productivity, foster efficiency and ensure profitability.

Skills : Financial, Accounting, BPMN, SQL, SAP BO, Crystal Reports, Pricing, UAT, QuickBooks, Use Cases, Visio, MS Office, MS Access,.

Description :

    1. Responsible for creating a business process and workflow documentation using BPMN standards.
    2. Used Visio to carry out the Business Use Case Modeling and Business Object Modeling effort to develop the business architecture for rapid and controlled application development.
    3. Developed Client facing IVR prompt workflow to route calls to the right call center employee.
    4. Provided recommendations to senior management to dissolve the problems.
    5. Identified and escalated problems to senior management.
    6. Supported test manager to create test strategy, test plan & test cases.
    7. Conducted meetings on all levels of management for purpose of presentations, reviews, approval of recommendations, etc.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science

Financial Business Analyst I Resume

Summary : Executive level reporting with recognized strengths in revenue analysis, cost analysis, P&L reporting, billing across several industries. Strong accounting and finance principles. FP&A Reporting to include headcount management, budget allocation and reporting, forecast reporting & process implementation.

Skills : Sales operations management, global sales CRM Solutions, sales metric tools, marketing, lead management.

Description :

    1. Conducted the weekly Oracle write off process averaging 7,500 accounts per week using Oracle system.
    2. Provided key metrics to inside sales teams.
    3. Facilitated planning, forecasting, and reporting.
    4. Created metrics-reporting package for management that summarized financial, operational, and marketing results of all related business units.
    5. Represented the organization in meetings and maintains liaison with other public agencies.
    6. Recognized and identified potential areas of technology where existing services, policies and procedures require change, or where new ones need to be developed, and make recommendations in these areas.
    7.  Developed, edited and maintained technical operating procedures and standards manuals.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Accounting

Assistant Financial Business Analyst Resume

Headline : Over 11 years of experience working on business systems analysis, software quality assurance and project coordinator. Strong experience of interacting with clients to transform their business problems into technology solutions and ensuring that business goals are met. SME to project analysis and planning, budget forecasting and tracking, validating requirements, system development life cycle, identifying risks, preparing and delivering progress reports, developing testing strategies and making workflow diagrams for ease of understanding of management.

Skills : Excel, Deltek, Costpoint, Payroll Law, Timkeeping, Iso Internal Auditor, Cognos, Peoplesoft.

Description :

    1. Analyzed the system specifications, business requirements for full understanding of the Project.
    2. Involved in discussion with the process modeler to include the modification to the Business Process Models from the conceptual to procedural level.
    3. Followed top down, leveled technique for building Business Process Models.
    4. Documented requirements to update internal and external users.
    5. Communicated with the Business as well as Development participants from different regions for discussing results, decision-making and planning of the testing processes.
    6. Worked closely with the software development, design and testing teams to determine the best approach for the accomplishment and testing of each project module.
    7. Created Test Plans, Test Cases and Test scripts based on user requirements and the functionality of individual screens and overall system flow.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Technology

Associate Financial Business Analyst Resume

Summary : Experienced and goal-oriented professional with a successful track record in mediation, strong research, analytical and negotiation skills. Talent for building policies and procedures and training peers. Thrive in deadline-driven environments. Excellent work ethic and team-building skills.

Skills : Financial Business Analyst, Financial Analysis, Hospitality, Forecasting.

Description :

  • Researched team involved in building and implementation of financial research software for public, private and government companies.
  • Responsible for financial accounting, reporting and analysis of various industries across India for government data collection.
  • Reviewed and prepared vendor statement reconciliations Communicated statement related issues to vendors Researched detailed general ledger activity .
  • Researched and benchmarks organization"s systems maintaining, collecting, and analyzing statistical information and various reports.
  • Maintained current knowledge of new hardware and software and recommends upgrading to maintain efficient operation.
  • Evaluated the hardware and software vendor and third party hardware and software and report significant findings.
  • Performed analysis of department production and redesigns workflow if appropriate.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA In Finance

Assistant Financial Business Analyst I Resume

Objective : Strategic Project professional with more than fifteen (15) years of Project Management, Implementation, Process re-engineering, HRIS, Reporting, Finance experience. A results-focused leader, with the proven ability to proactively identify and resolve problems with creative and best practice solutions.

Skills : SAP BPC, SAP FICO, SAP BW/BI, SAP Business Objects.

Description :

    1. Effectively managed multiple major projects simultaneously including the development and maintenance of departmental web-site.
    2. Evaluated and implemented process improvements as a part of the human resource's SAP process re-engineering function.
    3. Reviewed processes for system improvements and translated change procedures to be implemented by support teams.
    4. Analyzed and identified system performance problems.
    5. Assisted in developing remedies and submitted/implemented process improvement recommendations for Finance division.
    6. Served as liaison between end users and Business Support Team for requirements gathering and documentation, as well as SAP functionality testing of process changes.
    7. Effectively trained internal and external end-users on process changes.
    8. Served as a subject matter expert/resource for payroll related issues both internally and externally.
    9. Coordinated and administered project plans for various departmental initiatives, which included team task assignment coordination, status reports.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Project Management

Financial Business Analyst Resume

Objective : Overall 9 Years of BA Experience in financial domain containing fixed income, Credit Risk, Market Risk (FRM), Options, Derivatives, OTC financial Products, Portfolio Management, Positions, Equity with Institutions such as Citi Group, TD Ameritrade, JPMC, HSBC Bank etc. Good Experience with Credit Risk and Market Risk Management such as Treasury bills, Treasury Bonds, AAA,BBB bonds , Junk bonds And Over the counter Derivatives (OTC) and Vanilla/ Interest Rate/Equity swaps to hedge foreign currency risk and future and forward contract risk, counter party risk.

Skills : Financial Analysis, Marketing.

Description :

    1. Focused on Equity swaps, where in fund managers were invested in VAAPX funds (Vanguard Asset Allocation Funds).
    2. Authorized changes to schedule and structure priorities of function to be completed and initiate system policies and procedures.
    3. Able to work independently with limited supervision.
    4. Knowledged of office automation, information technology techniques and practices, forms and records management.
    5. Able to work well with people from different disciplines with varying degrees of technical experience. 
    6. Engaged with key stakeholders outside of the GTS finance team.
    7. Experienced presenting and communicating complex financial information to stakeholders.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
MBA In Finance