Senior Financial Analyst Resume Samples

A senior financial analyst forecasts revenue and expenditures and advice the management on future budgeting. The roles and responsibilities that are normally underlined in the job description template of senior financial analysts are forecasting annual reports, preparing cost projections, analyzing and reporting on financial status, conducting research of financial data, exploring investment opportunities, coordinating with CEO team for long-term financial planning, establishing financial policies, comparing anticipated with actual results to identify area of expansion and participating in departmental or project budgeting.

A senior financial analyst is expected to have hands-on experience in financial and statistical software, possess knowledge of financial databases, understanding of ERP’s, experience in creating spreadsheets and advanced formulae and depict confidentiality in managing sensitive financial information. A Senior Financial Analyst Resume should make a display of a Bachelor’s degree in finance, economics or Accounting. However, relevant certification like a CFA or CPA would prove to be an asset for this job role.

Senior Financial Analyst - Lead Resume

Summary : Highly motivated, self-disciplined Senior Financial Analyst with exceptional attention-to-detail and analytical skills. Experience in prioritizing multiple demands and the ability to respond with flexibility to changing deadlines. A skilled communicator who exceeds to build strong working relationships with coworkers and clients. Detail-oriented Senior Financial Analyst with expertise in budgeting, forecasting, variance analysis, and pricing. Strong analytic skills support business operations through analysis of financial & operational data. Specializing in optimization and maximizing efficiency.

Skills : Microsoft Office Suite, Oracle Applications, Hyperion Planning/Essbase, Concur Solutions, Deltek Costpoint, Impromptu, Insight, Single Platform Maximo (SPM)

Description :

  • Provided financial and business management leadership to Business Area Director And Managers with accurate and timely forecasting, risk analysis and mitigation, new business strategy, cost/price strategy and indirect rate management and monitoring.
  • Generated monthly reports to include month-end revenue and profit, variance analysis of actual data to budget and forecasting and project status.
  • Responsible for the analysis of projects with labor and cost tracking in accordance with a bid proposal through Estimate at Completion (EAC) report.
  • Developed the department's annual direct and indirect budget and a four-year strategic plan.
  • Assisted in training and as needed supervision of Project Managers and Administrators.
  • Compiled presentation materials consisting of the project and financial data for annual program management reviews attended by army division Vice President, Director of Finance and Finance Manager.
  • Involved in all aspects of financial reporting, planning, and analysis on a multi-year firm-fixed-price contract estimated at $14.7 million, with financial management for navy and air force group.
  • Performed and monitored cost projections which included labor hours, unburdened costs and other direct costs to verify that project was within budget and spend plans.
  • Reviewed unplanned/unanticipated costs and identified if they were one-time costs or new recurring costs and their impact on cost projections, staffing, and extra-hours allotments.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Masters of Business Administration


Director Of Budgeting/Senior Financial Analyst Resume

Headline : Hardworking, talented Director Of Budgeting / Senior Financial Analyst with the ability to quickly adapt to new settings and learn the necessary tools to contribute and excel in a high paced environment.

Skills : Oracle, MarkView, Kronos, MFG/PRO, SAP Accounting Software System, Hyperion, Customer Service, Data Entry, Excel, Word, Powerpoint, Financial Analysis, Forecasting, Sharepoint

Description :

  • Processing month-end close functions including entering journal entries, reviewing balance sheet accounts, and preparing balance sheet reconciliations while following sox compliance and incorporating Electronic Audit Evidence (EAE) document support.
  • Responsible for the semi-monthly payroll process for roughly 150 employees including validating timecards, making manual entries, and handling wage garnishments.
  • Utilizing Kronos by being a "superuser", providing training to new managers, pulling reports, analyzing data and accruing for overtime wages.
  • Working with buyers to resolve AP12/13 Oracle errors, identifying and addressing aged invoices, and monitoring buyer invoice holds.
  • Processing includes forecasting, monitoring expenses, following up with process owners, payment to vendors, and capitalization of projects.
  • Worked with the controller to prepare and execute an effective and accurate physical inventory.
  • Worked with the controller to provide all required documentation and answer all questions for internal audit.
  • Providing support to different functions outside of finance including but not limited to supply chain and human resources.
  • Served as a business partner and adviser to the operating group financial leadership.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Masters of Business Administration


Senior Financial Analyst - Treasury Resume

Headline : Senior Financial Analyst with six years of project management, financial and quantitative analysis experience identifying business opportunity, leveraging analytical due diligence. Acute attention to detail, strong organizational skills, astute learner, dynamic and team-oriented. Dedicated financial professional with strong leadership and project management skills. Highly effective in financial and process analysis. Knowledgeable team player with a proven track record for identifying and implementing business opportunities.

Skills : Microsoft Office, Microsoft Office, MS Dynamics, SAP, SAP, Peoplesoft, Peoplesoft, Variance Analysis, Financial Analysis, Financial Analysis, Financial Modeling, Financial Modeling

Description :

  • Responsible for the monthly preparation and analysis of cash flows, the annual cash plan, and short-term cash requirement reports and perform financial ratio's analysis.
  • Calculated group loans amortization schedules, computed associated interest and ensured/ monitored that the repayments are made on schedule.
  • Assembled spreadsheets, draw charts and graphs used to illustrate financial reports using excel and powerpoint.
  • Prepared feasibility studies needed for any upcoming projects and determine NPV and payback periods.
  • Carried financial modeling, profitability analysis, return on investment/discounted cash flow / public comparable analysis for internal purposes.
  • Provided information to management by assembling and summarizing data, preparing reports and presentations of findings and analyses.
  • Assisted at the end of year audit activities as required to facilitate and ensure financial closing is done on time.
  • Participated in meeting with the external auditor to discuss findings and issues relating to end of year closing.
  • Led negotiations with external advisors in an effort to apply internal control policies and procedures manual for the group.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts

Senior Financial Analyst - Accounts Payable Resume

Summary : Ambitious Senior Financial Analyst with an MBA and a consistent track record of adding value through innovative solutions. Proven ability to produce detailed financial models and reporting solutions for executive-level decision making.

Skills : Financial Analysis, Full Cycle Accounting, Process Improvement, KPI Reporting, ERP Systems, Financial Modeling, Budgeting, Forecasting, Investor Relations, Advanced Excel, Monthly Reporting

Description :

  • Providing high-level reporting and analysis to the executive management team and investors.
  • Frequently working on high priority initiatives including company restructure.
  • Attending board meetings and sales events to give presentations on the annual budget, financial results, and other key operational issues.
  • Responsible for preparation of the monthly reporting package for distribution to the board of directors.
  • Providing detailed analytics and commentary on primary business drivers including leasing, sales, delivery, and capital requirements.
  • Aligning organizational objectives with budget expectations and assessing reasonableness.
  • Analyzing and modeling financial data in excel to produce short and long-term forecasts based on multiple scenarios and contingencies related to financing and market conditions.
  • Designing new process and analytics to improve efficiency and leverage resources.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Business Administration

Senior Financial Analyst Consultant Resume

Summary : Detail-oriented Business Systems Manager/Senior Financial Analyst with an extensive background in financial statement review and analysis, a 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. Easily adapts to new technology. Provides mentoring of lower-level financial analysts as well as a lead project team to achieve defined objectives.

Skills : Excel, SAP, Forecasting, Analysis, Cash Management, Accounts Payable, Accounts Receivable, Reporting, Accounting, Cost Accounting, Cost Reduction, Word, Powerpoint, Data Analysis

Description :

  • Responsible for monthly filing of monthly borrowing base certificates, analysis of A/R and A/P aging, and investment analysis.
  • Maintaining the annual budget in fund EZ accounting software, design upload templates including GL journal entries, A/P invoices (utilize drop-downs to enhance upload efficiencies).
  • Coordinating schedules for the year-end audit, including GL analysis and audit questions.
  • Developing and filing fiscal budgets for various grants, including monthly expense filings, and advances.
  • Enhancing the finance department efficiencies by developing and revamping excel files to minimize redundancies.
  • Creating ad hoc reports using data from a variety of sources to answer questions posed from management.
  • Developing and communicating key informational models as needed to analyze certain business trends.
  • Creating and maintaining integrated revenue/expense analyses, projections, and reports.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Masters of Business Administration

Senior Financial Analyst Intern Resume

Summary : Corporate Senior Financial Analyst with 14 years of experience in financial reporting, analysis, forecasting, budgeting, and auditing. Excellent interpersonal skills and cross-functional team interactions. Holds self and others accountable for achieving performance objectives and contributing to team success. Proven ability to recognize and capitalize on market trends and assume responsibility for strategic financial planning. Comprehensive knowledge of financing & marketing disciplines, including research, telemarketing, economic status, and pricing.

Skills : Excel, Data Analysis, Financial Modeling, Financial Reporting, Data Mining, Process Improvement, Project Management

Description :

  • Provided value-added reporting and analysis to help drive business results, support better business decisions and aid in effective planning.
  • Supported the senior management team and corporate in developing and maintaining financial analysis and reports.
  • Analyzed balance sheets, P&L, budget variances, and strategic scenarios.
  • Provided solutions to information need increasing visibility to support better business decisions.
  • Trained and coached accounting/finance concepts to non-accounting/finance managers.
  • Updated management report with value-added comparative information and drove p&l analysis.
  • Prepared accruals, account analysis, reconciliations, and audited contract compliance.
  • Streamlined the forecasting, budgeting, reporting, and analysis processes.
  • Coordinated the automation of the pricing tool to provide improved visibility to support business opportunities and drive growth.
Years of Experience
Experience
10+ Years
Experience Level
Level
Consultant
Education
Education
Masters of Science

Senior Financial Analyst/Financial Operations Resume

Headline : Highly motivated and results-oriented Senior Financial Analyst with strong qualifications in Finance, Project Management, Account Management, Training, and Reporting. Productive worker with solid work ethic committed to excellence and success. Excellent organizational and interpersonal skills with the ability to adapt and execute within detail-oriented, deadline-driven work environments. Ability to proactively resolve project-level issues independently with little management guidance. Solves complex problems using technical and business knowledge.

Skills : Microsoft Office, Budgeting, Financial Analysis, Financial Modeling, Financial Reporting, Financial Statements, Hyperion, Oracle, Business Objects, Data Analysis, Salesforce, CRM, Reconciliation, Forecasting, Integration

Description :

  • Leading financial planning, budgeting, and forecasting processes during the month-end closing.
  • Ranked 2nd within the financial division, insulation segment for forecast accuracy.
  • Planning and conducting financial studies to define performance plans for short and long-range business goals.
  • Evaluating the financial implications of specific business decisions/opportunities and advise accordingly.
  • Participating in the development of operational plans that are aligned to corporate and strategic objectives.
  • Creating analysis using the business information system to drive financial performance.
  • Ensuring the internal controls environment is operating effectively through data integrity, asset protection, segregation of duties, information systems and governmental regulations including Sarbanes-Oxley (SOX).
  • Leading the continuous sign-off process and work with management to modify procedures for policy changes.
  • Leading internal controls and reporting regimen, including reporting within the plant and to headquarters.
  • Partnering with internal/external auditing teams to ensure accuracy in inventory counts and compliance.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Masters of Business Administration

Senior Financial Analyst Credit Manager Resume

Summary : Senior Financial Analyst/Team Lead with Eleven years of experience in the field of accounting and finance. Headed special projects groups for a variety of employers. Skilled at fraud detection and prevention. Highly skilled in financial research methods. Proficient in AASIS computer system, Computerized Accounts Payable System (CAPS), SAP, Microsoft Office Works, 10-key, and multiple specialty computer programs.

Skills : Project Management, Budgeting, Financial Reporting, Financial Modeling, Excel, Database Development, Strategic Planning, Business Analysis, Accounting, Information Technology, Process Improvement, Customer Service

Description :

  • Performing analysis, financial planning and providing recommendations to the Financial Director to achieve strategic goals.
  • Designed and implemented planning, budgeting process & sales price applications with Access, Excel (VBA) and FileMaker.
  • Supporting enterprise costing initiatives including national brands (new product launches), tech services and R&D projects (formulation changes and product innovations) and marketing projects.
  • Conducting in-depth analysis on projects and investments to determine ROI and optimizing investment allocation.
  • Utilizing automated financial modeling tools to prepare financial and statistical data in support of new business initiatives and proposals.
  • Performing product cost what-if-analysis and benchmark product costs across manufacturing facilities to identify potential cost-saving opportunities.
  • Coordinating input from various departments to develop annual product standards (planning) and quarterly standards refresh for all bakery locations.
  • Creating product blended standards as required to support sales system transactions.
  • Performing the processing of monthly accruals and recording of adjusting and reclassification journal entries, if necessary.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
Masters of Business Administration

Senior Financial Analyst (FP&A) Resume

Headline : Senior Financial Analyst with over 5 plus years of experience in accounting and financial activities seeking a challenging position to build upon my existing knowledge and experience. Highly adaptable in a variety of work environments and readily able to accept higher levels of responsibilities. Team player with a recognized ability to assume leadership roles. To find a financial position in a well-established organization seeking exceptional analytical skills, budgeting, forecasting, and financial modeling experience.

Skills : Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Access, VBA, Macola, SAP, PeopleSoft, JD Edwards, Oracle Financials, Great Plains, NRAZ, Cognos TM1, Microsoft 365, Microsoft Project

Description :

  • Providing key financial and statistical information for the physician groups and skilled in accessing and understanding financial data through multiple source systems for report development.
  • Performing monthly analysis of revenue and expense activity, while conducting a reconciliation of complex balance sheet accounts including accounts receivable and inter-company accounts.
  • Providing in-depth financial analyses and modeling to support business decisions and management inquiries.
  • Assisting in the preparation of annual audit ensuring timely completion of schedules and reporting.
  • Serving as a key member on various committees /teams to ensure delivery of accurate financial data in support of business initiatives.
  • Assisting in the annual preparation of the budget for assigned areas and research and errors regarding actual or budget information.
  • Working with the managers and directors in reviewing and analyzing the operating performance of individual cost centers and entities.
  • Using multiple source systems including Lawson, Nextgen, Peachtree accounting and other systems to analyze various financial data.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts

Senior Financial Analyst Resume

Headline : Senior Financial Analyst with an exceptionally diverse background in financial analysis, accounting, and military experience. Skilled in training and developing business professionals. Experienced in strategic planning, process improvement and creating operational metric dashboards. A highly motivated results-driven professional with a proven track record of cost reduction, process improvement, exceeding expectations, and on-time performance; all while improving efficiencies and helping to achieve organizational objectives.

Skills : Process Improvement, Excel, Financial Analysis, Financial Reporting, Cost Control, Performance Management, Analytical, Policy Development, Forecasting, Budgeting, Troubleshooting, Team Leadership, Self-Starter

Description :

  • Collaborated with senior leaders to determine reporting needs by the department.
  • Compiled the monthly corporate financial reporting package and prepared the suite of reports to be reviewed by executive senior leadership, including the french parent.
  • Managed compilation of various reports from payroll, accounts receivable, accounts payable, and manufacturing cycles.
  • Collaborated with it to file sales, use, and freight tax electronically with CCH for all 50 states, reducing tax liability by more than $90,000.
  • Researched state tax laws for nexus filing requirements and ensured all necessary filings were complete.
  • Developed and maintained good working relationships with internal and external customer/employees.
  •  
    Worked closely with Accounting to analyze and forecast gross-to-net deductions.
  • Provided analytical, accounting, and reporting support to the Accounting group, including monthly fluctuation explanations of actuals vs. plan/forecast.
  •  
    Maintained all budgets & forecasts in Hyperion. Assisted in the preparation of monthly and quarterly Board level and general financial reporting
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration