Junior Financial Analyst Resume Samples

Description :

1. Analyse Financial data to aid Accounting teams in the preparation of Monthly, Quarterly, and Annual inventory counts by using sensitivity analysis of estimating cost and revenue.
2. Assisted Accounts Manager with Financial Budget estimates for all ongoing and new projects.
3. Assist in preparation of Monthly and Quarterly forecasted reports for project budgeting from $50,000-$100,000.
4. Generate models and ad hoc analysis reports from quantified data to assist senior management.
5. Financial presentations on data findings of Financial Reports, Cost analysis, and Revenue.
6. Assisted in variance reporting- comparing actual costs with forecasted costs, used to reconcile budgets for multiple ongoing projects.
7. Expertise in using Dynamic reporting tools and platforms like DO-ITT, IBM Cognos, SAS, ATLAS SAP to be able to generate and optimize financial reports.

Experience

2-5 Years

Level

Junior

Education

Bachelors in Finance

Description :

1. Consolidated and Analyzed financial data, taking into account company's goals and financial standing.
2. Coordinated with Finance team members to analyze financial information and provide forecasts as required on a monthly and quarterly basis.
3. Prepare daily modeling, financial analysis and reporting, monthly charts, tables and other exhibits as requested.
4. Track and Report financial performance compared to forecasts based on the trends and provide recommendations to minimize costs and improve financial performance
5. Provided timely, relevant and accurate reporting & analysis of the results of the division's performance against historical, budgeted, forecasted and strategic planning results to facilitate decision-making toward the achievement of the budget and strategic plan.
6. Demonstrated appropriate understanding / working knowledge of accounting principles and internal controls, and apply them.

Experience

0-2 Years

Level

Entry Level

Education

MS in Finance

Description :

1. Prepared and presented company quarterly, monthly and annual financial information to management.
2. Conducted analysis of accounting issues including revenue recognition and competitive analysis.
3. Performed reviews of various financial statements to identify financial reporting issues and drove resolution of these issues.
4. Worked closely with other finance department groups - billing team, planning team, revenue team and sales team - to ensure proper data flow and accurate information in PeopleSoft Financials and SalesForce CRM.
5. Monitored credit limits of current customers by analyzing company financial data, credit reports and payment history of client accounts using PeopleSoft financials and SalesForce CRM.
6. Developed pricing strategy for renewing and new clients and performed contract analysis.

Experience

2-5 Years

Level

Junior

Education

B.A. in Finance

Description :

1. Assisting Vice President of Finance and operations in day-to-day analysis and execution of projects related to Corporate Finance, Fiscal Management, Board preparation, and Traffic Analytics.
2. Forecast budgeting updates on Profit & Loss, Cash flow statements and other operational, financial metrics.
3. Prepared and reconciled monthly and quarterly financial statements for senior-level management.
4. Track and Report Financial, Site-level, Sales KPI's on a weekly, monthly and quarterly basis. 
5. Recovered 300k of sales revenue through in-depth reconciliation of general ledger.
6. Performed analysis of variance (ANOVA) on traffic analytics to forecast site traffic.
7. Imported, exported, manipulated and summarized crucial data through financial modeling via excel.
8. Executed ad hoc analysis and worked with Sales and IT department as needed on various projects.

Experience

2-5 Years

Level

Junior

Education

Business Finance

Description :

1. Assists in the Monthly Accounting, Financial Reporting, and Budgeting process, which includes: Variance Analysis, Reconciliation of Accounts, Reporting of patient statistics, and assemble reconciliation of Budget information.
2. Analyzes and Maintain work papers on assigned Balance Sheet and Income statement accounts to facilitate monthly analysis and ensure an accurate General Ledger.
3. Prepare accurate, adequately supported and adjusting Journal entries and provide support to ensure an accurate general ledger.
4. Assist leadership in completing the documentation and other requirements for ordering equipment, construction projects, and other assets cost of a minimum of $5k.
5. Manage the allocation of maintenance capital Dollars spent for site discretionary funds base on the Annual budget process for that year.
6. Performed Weekly and Monthly Statistics & Revenue for the Hospital that outlines the process of reporting patient visits, average number of beds, actual days, admissions, discharges, and transfers.

Experience

5-7 Years

Level

Executive

Education

Masters in Finance

Description :

1. Working in a Corporate setting under the direction of the Senior Financial Analyst to produce Financial reports in addition to weekly, month, quarterly and annual reporting.
2. Data Submission and Review, General Ledger Account investigations, and AP report generation.
3. Analysis of Financial ratios such as liquidity, profitability, and activity analysis; track financial performance to report on changes and suggest a possible course of action when necessary.
4. Improved financial status by analyzing results and variances; identifying trends and recommending actions.
5. Reconciled general ledger accounts daily, weekly and monthly and resolve differences.
6. Complied financial data required for quarterly reports in compliance with regulatory reporting requirements.
7. Assist in the development of budget estimates and business plans, monitor bank accounts, in charge of accounts receivables and support for the accounts payable.

Experience

2-5 Years

Level

Executive

Education

MBA Finance

Description :

1. Promoted from Intern to Junior Financial Analyst to support the Analyst Team, Director of Acquisitions, CFO and CEO on projects.
2. Duties included gathering and evaluating market data to perform Market Analysis, reviewing portfolio data as part of the project due diligence process, creating presentation and pitch materials for new business pursuits and existing investors. 
3. Researched over 100 opportunities (acquisitions, conversions, and development).
4. Determining good investments through market absorption studies, rate analysis studies, and financial modeling (utilizing the profit and loss statement, unit mix, rent roll, etc.). 
5. Demonstrated financial modeling and acquisition skills, assisting in the research of over $100M in assets.
6. Focused on market and research studies finding target areas to determine growth capability in the Real Estate industry.

Experience

7-10 Years

Level

Senior

Education

Business Finance

Description :

1. Provide support to the Senior Financial analyst to ensure daily operations and requirements are fulfilled for a special access Government program.
2. Responsible for payment procedures including creating Invoices, preparing payment schedules, processing and recording expenditures through paying Bills, making Deposits and Wire transfers.
3. Process, record, review and reconcile a variety of financial transactions for numerous accounts.
4. Assist in conducting and maintaining detailed analysis on complex financial data to examine reports such as balance sheets, trial balances and profit loss statements to verify transactions are consistent and accurate in accordance with accounting principles, policies, and objectives.
5. Experience with opening/closing small businesses; registrations, licenses, payroll set-up, and any other required business documentation.
6. Updating expense forecasting for expense accounts based on the current year to date actuals.

Experience

7-10 Years

Level

Senior

Education

Accounting

Description :

1. Work closely with partners to provide financial forecasts, projections, and analysis on prospective investment acquisitions.
2. Create Budgets, IRR and Cash flow Models for evaluating Financial implications of current projects.
3. Provide financial support and analysis to operations and marketing areas for strategic business decisions.
4. Analyze Sales data to create Graphs, track Sales, Inventory, identifying trend lines, and prepare quarterly reports.
5. Research & Analyze Macroeconomics data and prepare forecast dashboard with KPI's for the financial year.
6. Prepare trial balance ledgers to produce profit loss statements and balance sheets 
7. Analyzed membership-pricing options and determined a new pricing strategy.
8. Provided financial support and analysis for strategic business decisions and cost saving initiatives.

Experience

5-7 Years

Level

Junior

Education

Financial Planning Certificate

Description :

1. Research accuracy of data within the Bloomberg terminal relating to Global Mutual fund markets.
2. Developed and updated current forecasts of currency prices across the foreign exchange market.
3. Implemented a macro to streamline the data entry process across my team, saving an average of 20% time for execution.
4. Classify given mutual funds into asset class; categorize the investment strategy of the funds and summarize them into five line description in order to update Bloomberg terminal.
5. Compile accurate financial statements on assigned municipal Bond issuers by researching Bloomberg terminal utilizing functions like su 1, su 42, bgid, cusd, fa, src.
6. Drafted weekly and monthly stock market reports analyzing the performance of the Cairo and Alexandria stock exchanges (case).
7. Researched macroeconomics and capital markets in UK focusing on London;.

Experience

0-2 Years

Level

Fresher

Education

Economics

Description :

1. Analyze monthly, quarterly, and annual commission plans by working with management and sales associates and submitting final commission data to payrolls.
2. Assist management in budgeting, forecasting, variance analysis and financial modeling.
3. Examine interrelationships and trends of differing components to create summary analysis reports using Excel and PowerPoint.
4. Review, edit and approve weekly co-worker generated billing calculation reports
5. Update, and examine data of various components such as business units, customer units, and operation units
6. Maintain integrated revenue/expense projections, reports and presentations and operating Units by focusing on correlations and outliers
7. Generated reports for budget specific matters and reported to Executive management.

Experience

7-10 Years

Level

Executive

Education

Commerce

Description :

1. Opened new financial accounts for new investment clients and companies seeking our brokerage assistance.
2. Researched and produced analytical reports showing the financial health of major companies being considered for investment.
3. Produced analysis reports highlighting the financial condition of candidate investment companies for senior investment brokers through sec and insiders' reports.
4. Prepared documents such as cash disbursements, bank reconciliations, and accounts receivable for external Auditors.
5. Used Access/Excel to create rolling forecast template for a more effective use of production.
6. Review bookings and accounting to validate that they are accurately and timely maintained
7. Monitor and document daily cash flows, using MS excel spreadsheets to create statement of cash flows for senior management 

Experience

0-2 Years

Level

Entry Level

Education

Business Management

Description :

1. Assess the fiscal profitability of forfeited businesses through analysis of income statements, balance sheets, and statements of cash flow to determine whether a seizure of assets is appropriate.
2. Determine the best liquidation method for revenue maximization via research and analysis of stocks, bonds, and investment accounts. 
3. Generated over $1.2 Million in revenue from the liquidation of forfeited investment accounts; $650k of which came from highly illiquid investments and bad debts from private companies. 
4. Create financial reports which analyze the S.W.O.T. of forfeited businesses for profit expansion purposes. 
5. Meet with financial professionals utilized by the forfeited business to derive additional information and ascertain fraud. 
6. Work with Investigative Agencies in gathering all essential financial documents.
7. Analyze financial documents for pre-seizure valuations on assets to define the best course of action to the US Attorney prosecuting the case. 

Experience

2-5 Years

Level

Junior

Education

Law, & Finance