Sr Financial Analyst Resume Samples

A Sr Financial Analyst is accountable for forecasting revenues and expenditures and also advises the organization on future budgeting. To execute the financial planning service, the Sr Financial Analyst Resume mentions these associated tasks – developing financial models, forecasting annual profits, preparing cost projections, conducting research of financial data, analyzing current financial status, exploring various investment options, presenting risks and opportunities, coordinating with CFO and execution team, participating in budgeting, establishing financial policies, and maintaining confidentiality of financial data and investment decisions.

As this is a senior-level position, hiring companies look for these skills – knowledge of financial and statistical software, proficiency with finance databases, understanding of ERP, up-to-date knowledge of accounting rules and regulations, and immense knowledge of forecasting methods and cost accounting processes. For this role, a degree in accounting and a CPA certification is the ideal qualification.

Sr Financial Analyst Resume example

Sr Financial Analyst Resume

Objective : A career professional with twenty-eight years of solid budget and financial analysis to perform financial, accounting and budgeting support in a company which is a leader in it field.

Skills : MS Office, Oracle, Management.

Description :

    1. Gathered and compile raw data into meaningful reports for management and provide recommendations based on findings and analysis.
    2. Developed ad-hoc financial reports and models for management to aid in effective planning/forecasting and performance.
    3. Analyzed various complex financial issues such as industry and company financials and operating performance, and future performance forecasts.
    4. Provided detailed analysis of operating expenses and P&L analysis using extensive spreadsheets and providing financial support.
    5. Participated in preparing budgets, forecast and monthly variance reporting for division with revenues in excess.
    6. Strong Excel skills in data compilation using lookups, macros, and pivot tables.
    7. Communicated effectively and develop solid working relationships across multiple levels.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Finance


Sr Financial Analyst II Resume

Headline : Senior Financial Analyst and Accountant with 10 years of experience, working for CCS Medical Inc. Duties include vendor management, workforce management, IT retail, general ledger, full cycle close.

Skills : Oracle, Accounting, Financial Analysis.

Description :

    1. Validated vendor invoice against contracts to ensure compliance with payment terms, contracted rate, billing cap, and other relevant commercial terms.
    2. Obtained approvals from the business unit and finance stakeholders on vendor invoice payment with a timely turn-around.
    3. Processed vendor invoices through EFH/TXUE payment mechanism in an accurate and timely manner.
    4. Supported month-end accounting close; prepare journal entries and supporting documentation related to SG&A, Capital and Prepaid Assets cost booking.
    5. Coordinated with the IT Contract and Vendor Management team to resolve any discrepancies found on vendor invoices Data manipulation.
    6. Communicated with vendors on invoice processing status and complete follow-up actions as needed.
    7. Participated in annual and long-term budget planning; reconcile actual spending versus budget and develop variance explanation.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master Of Business Administration


Sr Financial Analyst I Resume

Objective : To obtain a career in which can use knowledge and experience to become a valuable asset to a corporation while at the same time gaining opportunity for growth and advancement within the company.

Skills : Microsoft Office Products, Managerial Finance, Cost Accounting.

Description :

    1. Collected and review financial data from various sources.
    2. Created financial databases and spreadsheets, and generate various financial reports as required.
    3. Collected cost and pricing data, develop the structure of the cost proposal, interface with technical and business staff.
    4. Assisted the proposal team in the generation of BOEs, coordinating and developing customer price quotes, developing the proposal.
    5. Performed competitive assessment and financial risk analysis.
    6. Ensure compliance with internal policies and procedures, as well as DAR, FAR, and other government regulations.
    7. Conduct as well as lead audits and analysis of the organization's direct and indirect costs, and reviews practices and procedures.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Management

Sr Financial Analyst/Executive Resume

Objective : Extensive Financial Modeling and Reporting: prepare monthly Financial Package for executive team, including Income Statement, Forecasts, Variance Analysis, and Operational Analysis.

Skills : People Soft, Oracle, Great Plains.

Description :

    1. Prepared monthly Economic Report to gauge Capital Employed and ROACE for the executive team and parent company.
    2. Prepared monthly Investment Reporting Package for the executive team.
    3. Liaison with lines of business to prepared monthly KPIs for customer count and usage and headcount.
    4. Analyzed Capital accounts for monthly allocations across lines of business and created a new allocation methodology and allocation model.
    5. Developed and designed system reports in Bex Analyzer and BOBJ for various Ad HOC reporting and complex financial models.
    6. Prepared monthly P&L variance explanations and reporting by lines of business for the executive team.
    7. Assessed Desktop Procedure Gaps, Risk analysis, Quarterly Reporting Accomplishments Transitioned legacy reporting to a new system.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
General Business

Sr Financial Analyst III Resume

Summary : Experience in a variety of accounting, financial and analytical areas where proves to be very detail oriented, trustworthy, prompt, accurate and a great problem solver.

Skills : Finance, MS-Excel.

Description :

    1. Provided financial and operational information to the CEO and Directors through monthly presentations as well as monthly and ad hoc reports.
    2. Worked directly with Program Managers to ensure project profitability, labor resource utilization, and government contract compliance.
    3. Responsible for client billing, indirect rate calculations, credit card, and bank reconciliation and budget planning.
    4. Processed payroll, manage employee benefits and contributions and create annual employee W-2s and forms.
    5. Responsible for making quarterly estimated tax payments, preparing and submitting annual Workers Comp audit documentation.
    6. Coordinated with external CPA for preparation of annual corporate tax returns and incurred cost submissions.
    7. Maintained contract and subcontract funding levels and issue task orders to subcontractors.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Financial Management

Sr Financial Analyst/Representative Resume

Summary : Accountant and Financial analyst experienced in diverse environments with strong exposure to manufacturing and engineering processes.

Skills : Finance, Analysing Skills.

Description :

    1. Provided financially viable suggestions to the Sales team and Business Units based on acceptable corporate thresholds.
    2. Pro Forma Analysis for Sales and Business Units before negotiations with the client to understand bottom-line margin and cost implications.
    3. Performed technical analysis to determine present and future financial performance for deals.
    4. Provided Monthly Dashboard Reporting on various Core and Ancillary products for Sales, Business Units and Corporate Finance.
    5. Reviewed contracts and pricing documents to provide revenue recognition implications of monthly and one-time relationship credits waived fees and product-level discounts.
    6. Created and Manage SharePoint website to ensure deals are updated in a timely manner and deal status is visible to stakeholders.
    7. Created Key Performance Indicators (KPI's) for Management to provide clear visibility to deals with core and discounts offered to the clients.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Finance

Sr Financial Analyst/Technician Resume

Headline : Talented Financial Manager and Senior Financial Analyst with an exceptional background in operations management. Expertise in utilizing data from diverse financial and information systems.

Skills : Technical Skills, Management.

Description :

    1. Responsible for Strategic Initiatives in Global Consumer & Small Business Banking.
    2. Led weekly reporting process for reviewing initiatives in executive approval meetings to understand impacts to forecast and risk review.
    3. Facilitated forecasting, month-end close and business analysis for Operations, Controls, Quality, and Assessments.
    4. Managed Financial Planning and Analysis for Operations, Controls, and Quality divisions with less than the margin of error on the expense.
    5. Strengthened and modified a business case template to be able to size initiatives within minutes.
    6. Evaluated over projects is valued at over in combined impacts.
    7. Built an effective partnering process with Project Management and Resource Planning teams by creating and managing initiative tracking.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Sr Financial Analyst/Co-ordinator Resume

Headline : Pursue a career with the possibility for both personal and professional growth within a team environment.

Skills : Technical Skills, MS-Excel.

Description :

    1. Coordinate quarterly forecasts for site and report results to plant management Supply cost estimates for new products.
    2. Formulated changes of existing products Work with budget data to calculate absorption rates for the budget year.
    3. Reviewed change approval forms for BOM & Router changes.
    4. Managed AFW process to ensure charges out to VMRD or market is reasonable and accurate.
    5. Reviewed capital projects on an as-needed basis Supervise temporary colleagues and provide necessary training to perform job tasks.
    6. Performed inventory close in the MAPS (MRP) system and reconcile to the general ledger.
    7. Performed monthly journal entries for inventory and inventory variance deferral.
    8. Calculated and receive approvals for work authorizations for research and development and the markets.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Asst. Sr Financial Analyst Resume

Objective : Highly motivated, results driven financial manager with 15 years of progressive experience in financial analysis, budgeting, forecasting, reporting and management.

Skills : MS-Excel, Accounting.

Description :

    1. Insured accurate financial reporting and explained results outside of expectations.
    2. Improved working capital by over FY15 by developing a process to better manage aged inventory.
    3. Increased billing accuracy to 98% by quantifying monthly operations and automating the billing process.
    4. Overhauled the capital asset process greatly improving accuracy and reducing the property tax basis.
    5. Developed a business plan to save the company by consolidating plant operations.
    6. Received strong ratings from internal audit, in the review of the financial, inventory, fixed assets, and the billing processes.
    7. Provided accurate monthly forecasts by projecting product mix margins.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Lead Sr Financial Analyst Resume

Summary : Finance experience. Professional, Efficient, Analytical, Organized, Self-starter that will do whatever it takes to get the job done. Proficient in Micro-Soft Suite products.

Skills : Well Versed In MS Excel, Word, PowerPoint, Project.

Description :

    1. Designed and implementation of improvement to current financial systems.
    2. Managed the monthly financial reporting function, explanation of variances and board financial package.
    3. Published reports and analysis to various audiences such as the finance team and other business units.
    4. Lead the monthly forecast by working closely with the different business units.
    5. Maintained churn, compression and upsell rates.
    6. Forecasted bookings and conversion to revenue as well as a sales pipeline.
    7. Extensive use of advanced Excel techniques (Vlookups, SumIfs, Pivot Tables, Slicers, offsets).
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Finance

Associate Sr Financial Analyst Resume

Objective : Talented Financial Manager and Senior Financial Analyst with an exceptional background in operations management. Expertise in utilizing data from diverse financial and information systems.

Skills : Finance, Management.

Description :

    1. Provided analysis during intense wafer supply negotiations.
    2. Provided FP&A support and consolidate total AMD P&L to perform gross margin analysis.
    3. Tracked yield variances and compensations from supplier, and drive for OPEX and other cost savings.
    4. Set cost/expense savings targets in the annual operating plan (AOP) and drive to achieve the same.
    5. Managed, trained, and lead the team of individuals working in cost accounting and spend tracking (forecasting & actuals).
    6. Provided recommendations based on robust analysis.
    7. Provided advanced financial analysis during supply negotiation, spend forecasting pertaining to the primary supplier of the company.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA

Sr Financial Analyst Resume

Summary : Dynamic Financial Executive with 18 years of progressive accounting experience, including accounting and staff management. Management of corporate financials during Chapter proceedings.

Skills : Technical Skills, Management.

Description :

    1. Assisted in the creation of a Contract Database portal reducing processing and payment accuracy.
    2. Assisted in budget preparation for all contract related items.
    3. Provided due diligence verification for contracts.
    4. Preformed monthly revenue recognition for States.
    5. Maintained monthly revenue variance analysis. Assisted with SEC filings and federal tax reporting.
    6. Maintained amortization schedules for signing bonus.
    7. Prepare the complex company's sales commissions plan.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Accounting