Principal Financial Analyst Resume Samples

A Principal Financial Analyst undertakes the responsibility for performing and supervising complex and visible financial analysis and provides staff assistance relating to the preparation, implementation, and analysis of the budgets of the organization. A professional Principal Financial Analyst Resume mentions the following core duties – working with staffs at all levels, monitoring and managing the company’s chief financial and non-financial performance indicators; providing clear analyses on operations management reporting; preparing monthly reconciliations; and conducting analyses to identify and evaluate trends and business results.

Those seeking this job role should mention on the resume the following skills and abilities – knowledge and experience in forecasting; expertise in data analysis, accuracy in making financial reports, strong understanding of accounting and financial aspects; and proficiency with business systems. Employers pick resumes that denote a CFA qualification along with a FINRA license.

 

Principal Financial Analyst Resume example

Principal Financial Analyst Resume

Summary : Accomplished and detail oriented professional with experience based knowledge of financial analysis, project and budget management. Proven ability to manage multi-million dollar budgets, streamline operations and introduce cost reduction programs. Ability to work effectively both individually and as part of a team, adapt to change, and manage competing tasks and priorities.

Skills : Microsoft Office, Deltek, Oracle.

Description :

    1. Performed complex financial analysis and reporting in order to monitor finances associated with business operations.
    2. Responsible for various financial functions such as budgeting, auditing, forecasting and analysis.
    3. Collected and reviewed financial data from various sources to create, maintain, and update financial databases and spreadsheets, and generates various financial reports as required.
    4. Performed analysis of assigned contracts projected staff hours, contract totals, revenues, and profit totals.
    5. Supported assigne directors and managers in managing, tracking, monitoring, and reporting financial data.
    6. Identified risk areas and work to resolve them as well as prevent future problems.
    7. Make recommendations to management to best improve the financial performance of the organization.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Masters Of Business Administration


Sr. Principal Financial Analyst Resume

Summary : Focused and self driven professional with the hands on experience in financial analysis and reporting. Experienced working in challenging stretched goal environment. Key contributor to annual budgeting & planning process; liaise across various departments. Managed financial reporting processes of the company with a resourceful approach.

Skills : Microsoft Excel, Microsoft Word, SAP, Business Warehouse.

Description :

    1. Prepared annual Opex and Capex budgets.
    2. Quarterly, monthly forecasted of corporate P&L, maintain operating and direct cost expense budgets and P&Ls with zero based budgeting approach with resourceful time series and cross company template.
    3. Oversaw operations finance activity of a business unit as an ad-hoc controller since twelve months to manage budgets, plans, reports, payments, and month and quarter close activities.
    4. Consolidated, interpreted and reported, weekly and monthly business results, P&Ls and KPIs.
    5. Coordinated month end closing activities and journal entries.
    6. Contributed to create interactive analysis models, report formats and process flows.
    7. Created QBR package for senior VPs, bridge analysis, customer SVA, consolidate P&L commentary, risks & opportunities and Capex.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
MBA In Finance


Jr. Principal Financial Analyst Resume

Objective : Developed estimates and projections communicating monthly risk and opportunity. Developed budgets for assigned contracts and tracks performance to budgets. Ensured compliance with internal policies and procedures.

Skills : Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Powerpoint, Tableau, Great Plains.

Description :

  • Coordinate and analyze the completion of Allianz Life's annual planning dialogue.
  • Worked with business units on incentive compensation accruals.
  • Analyzed and compiled industry and peer group statistics for executive management.
  • Analyzed business units cost structure and unit costs for accuracy and consistency.
  • Createded business plan and rolling financial forecast for Retail Finance.
  • Performed monthly consolidations and reporting for Sparkling and Still brands.
  • Supported over $60M annual budget for business Marketing activities; Assisted in producing a marketing plan to expand brand .
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA In Finance

Principal Financial Analyst III Resume

Objective : Accomplished finance professional with over eight years of experience in financial analysis, as well as proficiency in accounting, data extraction and data validation. Extensive experience working quickly and accurately under pressure to successfully meet short deadlines. Areas of expertise include creating very detailed, grounds-up budgets; financial forecasting and modeling; variance analysis and account analysis/reconciliations; journal entries and month-end close.

Skills : Excel, Planning, Finance, Analysis, Hyperion, Oracle.

Description :

  • Planned, forecasted, managed and reported all aspects of financial planning and analysis for the Learning Systems and Publication Technology .
  • Developed Capital and project labor tracking process, increased the accuracy of labor reporting by 25%.
  • Planned, forecasted, set sales quotas, managed and reported all aspects of financial planning and analysis for the Sales Systems Engineers.
  • Developed financial model for Sales Commission ensuring accuracy of 100% in commissions paid for over 500 Sales System Engineers.
  • Responsible for the budgets of HR, Legal, Finance, and Office of CEO, successfully partnered directly with Executive VP'.
  • Worked as a principal financial analyst in Auto Finance segment, using analysis, problem solving, communication, and computer skills to perform .
  • Worked as a principal financial analyst in Consumer Banking segment, using analysis, problem solving, communication, and computer skills to perform .
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Principal Financial Analyst II Resume

Objective : Experienced finance manager with ten years of progressive experience in finance and accounting. Planned and led multiple company-wide strategic initiatives within the finance organization, prepared and presented analysis to C-Level executives, modeled cash flow and NPV for major investment opportunities, and managed employees, amongst other responsibilities.

Skills : Change Management, Employee Benefits, Internal Communications, Teambuilding, Performance Metrics, Financial Management, Diversity.

Description :

    1. Supported company marketing efforts to all market segments.
    2. Developed natural gas vehicle (NGV) market and analysis.
    3. Established multi-year, monthly expenditure and/or cash flow forecasts.
    4. Developed and maintained KPI metrics and department scorecard.
    5. Responsible for preparing, via in-depth analysis, annual pricing change to MichCon's Customer Attachment Program (CAP).
    6. Prepared financial analyses to support Gas Marketing large capital investment projects, MichCon's customer attachment program, contract/rate negotiations, and new product/service development.
    7. Provided recommendations to gas tariff impacting new customer revenue.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
MBA

Principal Financial Analyst I Resume

Summary : Detail-oriented Senior Financial Analyst with extensive background in financial statement review and analysis, compilation of consolidated financial reports, and swift execution of ad hoc requests. Team player with a personal goal to challenge each process for procedural improvements. Strong analytical skills with consistent compliance in meeting strict filing requirements and deadlines.

Skills : SAP, Business Warehouse, Microsoft Office, Excel, Oracle Financials, EAC, EVMS.

Description :

    1. Allocated, forecasted, and planned the sector's Equipment and Net Occupancy expenses.
    2. Produced the sector's New Business report.
    3. Compiled comprehensive monthly financial reports and relevant financial analysis for each manager's line of business.
    4. Monitored power demand in PJM influenced by economic and weather conditions and worked with electricity traders to manage proprietary positions and .
    5. Monitor NYMEX pricing.
    6. Assured accuracy of client ACQ and MDQ gas nominations and annual contract review.
    7. Provided assistance to managers in their forecast and plan development with tailored spreadsheets, schedules, and trend reports.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Arts

Assiatant Principal Financial Analyst Resume

Summary : Detail-oriented Senior Financial Analyst with extensive background in financial statement review and analysis, compilation of consolidated financial reports, and swift execution of ad hoc requests. Team player with a personal goal to challenge each process for procedural improvements. Strong analytical skills with consistent compliance in meeting strict filing requirements and deadlines.

Skills : SAP, Business Warehouse, Microsoft Office, Excel, Oracle Financials, EAC, EVMS.

Description :

    1. Served as Desk Officer for IMF/World Bank Project at the Ministry of Finance.
    2. Monitored Development Grant Facility (DGF) grant to the Government of Liberia for the rehabilitation of various sector Ministries/agencies.
    3. Collected, verified and reconciled all disbursements.
    4. Conducted periodic report(s) to Top management.
    5. Accompanied IMF Mission Staff to sector Ministries/agencies.
    6. Monitored African Development Bank Health Sector Project grant to Liberia.
    7. Ensured accountability for funds disbursed.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Accounting

Associate Principal Financial Analyst Resume

Summary : Senior Finance professional with proven skills in strategic leadership, global financial system administration and key operations management. Effective global business partner with experience in high-level decision making and financial planning and analysis. Established strengths in formulating operational budget projections, revenue forecasts, financial planning system administration, financial modeling, and influential communication of financial information to senior management.

Skills : Financial Analysis, Budgeting, Forecasting, Modeling.

Description :

    1. Served as finance manager for key growth product, coordinated and oversaw work of several analysts, served as the Financial System Administrator, also served as project manager for key enhancements to the planning tool.
    2. Met with executives of the company to present budgets and forecasts, participate in strategic planning and business/project updates.
    3. Worked with international and domestic business leaders to prepare and present global financial projections and strategic plans.
    4. Learned and experienced Pre-IPO preparations, IPO process, and then functioning as public company Post-IPO.
    5. Participated and supported quarterly earnings calls.
    6. Reduced material costs, improved tracking and improved variance analysis.
    7. Enhanced reporting capabilities and operational visibility with dashboard of key business metrics.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA In Finance

Assistant Principal Financial Analyst I Resume

Summary : Seeking a leadership position, where can can utilize analytical and technical skills to improve the agency's profitability.

Skills : Monitor the budget, Perfoe financial and Organizational analysis.

Description :

    1. Prepared consolidate financial statements and operating reports, including revenue projections and budgetary analyses to facilitate decision-making and resource allocation strategies and budget reductions.
    2. Liaisoned with the CFO group regarding compliance with mandated policies and procedures related to fiscal and budget matters.
    3. Provided headcount analysis on a monthly, quarterly, and annual basis.
    4. Prepared and reviewed 5-year forecasts and operating budget periodically in order to analyze trends affecting budget needs and make recommendations for budget allocations to ensure conformance to budgetary limits.
    5. Managed the development of complex models that are designed to deliver scenario analyses based on differing assumptions and input variables.
    6. Provided ad-hoc reports by departments and or corporate programs to inform executive staff of financial performance that could affect financial capacity.
    7. Collaborated with project managers to implement changes to in-house database that captures workforce performance.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Accounting

Principal Financial Analyst Resume

Objective : A results oriented Finance professional with proven leadership in budgeting, forecasting, financial modeling, cost analysis and program control activities to include program planning, pricing and process development. Extensive experience in financial analysis and strategic planning of effective cost control practices.

Skills : Financial Analysis, Budgeting, Forecasting, Variance Analysis, Cost Proposals, Cost Modeling.

Description :

    1. Provided Program Managers with effective financial strategies in meeting program goals and objectives.
    2. Developed financial narratives used in dashboards discussed in monthly financial review meetings.
    3. Performed burn rate analysis on contract cost and compared monthly revenue and net profit results to the budget and provided the variance analysis to senior management.
    4. Worked with Finance Manager and Business Unit Lead in the annual budget process in order to ensure forecasts are in alignment with corporate expectations.
    5. Worked with Program Managers in developing cost data used in IT software development proposal submissions as well as program cost inputs for new business forecasts consolidated in monthly review meetings.
    6. Developed monthly Estimate-At-Completion (EAC) tables used to calculate contract revenue and profit as well as variances from the budget.
    7. Developed model used for operations planning, forecasting and reporting actual cost and revenue.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business Administration