Summer Financial Analyst Resume Samples

As a Summer Financial Analyst, the individual performs tasks to support full-time analysts, including entering data into systems, organizing financial documents, digitizing paperwork, and running errands like ordering food and preparing coffee. The job description and duties are listed on the Summer Financial Analyst Resume as – analyzing current and past financial data and performance, preparing reports and projections based on the analysis, evaluating current capital expenditures and depreciation, exploring investment opportunities, establishing and evaluating profit plans, and providing financial models and forecasting.

One of the most common requirements for this post is an understanding of enterprise resource planning – ERP systems. Another technical skill includes in-depth knowledge of big data and data analytical systems. Professionals with the following skills are often preferred – expert-level analytical and financial modeling skills, and great presentation skills. Employers prefer candidates who have a master’s degree in business administration.

Summer Financial Analyst Resume example

Summer Financial Analyst Resume

Summary : Seeking a Summer Financial Analyst position where I can solve tough business questions and provide actionable insights to drive business growth. Background includes proven professional work experience in a Fortune 100 technology firm, multinational digital marketing company and national non-profit organization.

Skills : Securities Analysis, Wealth Management, Asset Management.

Description :

    1. Worked as a liaison between finance department and operation teams: provided EPR system training to senior managers across the organization.
    2. Participated in all aspects of KCHA's operating budget of 18 cost centers.
    3. Captured and fixed discrepancy between financial reporting and KCHA's Agresso database.
    4. Collaborated with department directors, database developer and key budget staff to build and maintain financial analysis tool and assisted with drill down analysis.
    5. Managed KCHA's sophisticated excel-based budgeting model and making continual improvements.
    6. Increased team's efficiency and accuracy by building a new budget template with VBA.
    7. Partook in an 8 week Vault Audit project where validation of Physical Instruments.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
B.A In Economics


Summer Financial Analyst Resume

Summary : Summer Financial Analyst with 9 years of experience in Providing professional expertise to other district staff regarding budget preparation and processes. Assisting with administration of budget related processes and functions including audits, position control and grant reports. Utilizing specialized financial databases and/or software systems; coordinate with district information technology staff to test and modify systems as appropriate.

Skills : Excel, Problem Resolution, Financial Modeling, Analytics, Acquisitions.

Description :

    1. Assisted with sales, trading, and hedging activities.
    2. Helped to originate, structure, and model transactions.
    3. Assessed market trends and provide quantitative data for clients.
    4. Performed market and quantitative research analysis.
    5. Assisted in structuring, pricing, and executing trades.
    6. Handled day-to-day transaction needs, including reconciliation and clearing services.
    7. Assisted in developing new products and bringing them to market.
              Years of Experience
              Experience
              7-10 Years
              Experience Level
              Level
              Management
              Education
              Education
              Bachelor Of Science


              Summer Financial Analyst Resume

              Summary : Summer Financial Analyst is Using accounting principles and knowledge of internal controls to provide objective, timely, and accurate financial information. Using financial analysis techniques, tools, and concepts to provide practical counsel to business unit partners and to help drive business results. Reviewing, evaluating, and prioritizing tasks/project assignments and communicate key issues to management.

              Skills : Planning, Business Driving.

              Description :

                1. Assisted in educating clients about complex structures and technical products.
                2. Analyzed, audited and performed risk management of over 500+ physical securities daily including stocks, bonds, notes and certificates while exceeding performance target deliverables.
                3. Developed and preserved complex financial models.
                4. Created pitch books and other client materials.
                5. Generated and maintained financial models and analysis.
                6. Conducted research to analyze market trends.
                7. Supported live deals and major transactions.
                          Years of Experience
                          Experience
                          7-10 Years
                          Experience Level
                          Level
                          Management
                          Education
                          Education
                          Bachelor Of Science

                          Summer Financial Analyst Resume

                          Summary : Summer Financial Analyst is Performing complex financial analyses, including Argus valuation models and Excel-based underwriting pro-formas, cash flow projections and sensitivity analyses. Performing detailed quarterly financial statement analysis, review of rent rolls, current and future cash flow and forecasting of cash flows through Argus. Reviewing and analyzing potential leases and their financial impact on an investment.

                          Skills : Investment Assistant, Planner.

                          Description :

                            1. Prepared regular borrowing notices and track borrowings on an as needed basis.
                            2. Read, prepared and entered detailed loan abstracts into Cabot's database system as well as maintaining borrowing history.
                            3. Employed sound judgment and good analytical decision-making to both manage and deliver direct administrative support to enhance unit success in processing sponsored projects awards, and initiatives.
                            4. Experienced with and demonstrated ability to handle multiple priorities, exercise sound judgement and decision-making, collaborate with various levels of the University community, maintain confidentiality, accuracy, and high standards are required.
                            5. Experienced and worked knowledge of relevant best practices, policies, procedures, and systems (Peoplesoft, HR/Payroll and Microsoft Office) are needed as well as experience managing sponsored project budgets and expenses.
                            6. Oversaw all aspects of the Office of Research budget related to sponsored projects and serve as the Office of Research liaison to the Office of Sponsored Accounting.
                            7. Assisted the Budget Director with management of financial data for Office of Research strategic objectives to ensure successful planning and implementation of university-wide initiatives.
                                          Years of Experience
                                          Experience
                                          7-10 Years
                                          Experience Level
                                          Level
                                          Management
                                          Education
                                          Education
                                          GED

                                          Summer Financial Analyst Resume

                                          Objective : Summer Financial Analyst is Assisting property managers in development of annual operating budgets and quarterly reforecasts. Providing analytical support to colleagues in the areas of fund operations and asset management. Assisting asset managers in the disposition process. Overseeing compliance of ground leases and mortgages.

                                          Skills : Financial Analyst, Asset Management.

                                          Description :

                                            1. Created and maintained financial models for new financings, debt compliance, fund-level analyses, and other analyses and memos as necessary to support finance officers and senior management.
                                            2. Worked with asset management team to put together due diligence and closing materials for loans.
                                            3. Worked with investment and development teams to arrange letters of credit from banks.
                                            4. Reviewed and reconciled closing statements for financings.
                                            5. Maintained database of historical, current, and prospective lenders.
                                            6. Researched and summarized both macroeconomic information and specific deal information that will impact Cabot's investments.
                                            7. Assisted in preparation of quarterly and annual investor reporting materials.
                                          Years of Experience
                                          Experience
                                          2-5 Years
                                          Experience Level
                                          Level
                                          Executive
                                          Education
                                          Education
                                          GED

                                          Summer Financial Analyst Resume

                                          Headline : Summer Financial Analyst is Gathering and evaluating economic and market data. Assisting with client reporting and presentation preparation, including the presentation of investment memoranda to the firms Investment Committee. Working independently and as part of a team Working closely with finance officers and other analysts in the preparation and marketing of debt offerings and to maintain debt compliance models and debt strategy memos for senior management.

                                          Skills : Financial Analyst, Financial Officer.

                                          Description :

                                            1. Assisted the Budget Director in advising Office of Research leadership on budgetary matters to support implementation of high impact programming to support research, creativity, and scholarship and other key strategic initiatives.
                                            2. Provided oversight of processing of financial transactions and monthly reconciliations, monitor, and prepare reports and audits of payroll processes for postdoctoral scholars and research staff.
                                            3. Acted as the liaison between the Office of Research and budget administrators in the university’s schools, colleges, and departments.
                                            4. Analyzed, developed, and administered budgets.
                                            5. Tracked and analyzed legislation impacting budget practices and procedures.
                                            6. Prepared, analyzed, and reviewed budget and expense transfers.
                                            7. Prepared periodic budget summaries, special reports, and technical documents as required.
                                                          Years of Experience
                                                          Experience
                                                          5-7 Years
                                                          Experience Level
                                                          Level
                                                          Executive
                                                          Education
                                                          Education
                                                          MS

                                                          Summer Financial Analyst Resume

                                                          Objective : Summer Financial Analyst is Collaborating with our industry experts to identify, assess and manage risks facing the Bank and our clients. Making meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment. Contributing your diverse perspective to help us innovate the next wave of products and solutions for our clients.

                                                          Skills : Financial Analyst, Team Environmental.

                                                          Description :

                                                            1. Applied professional concepts to perform moderate to complex financial or resource analysis to understand past performance and determine present and future performance and / or resource allocations.
                                                            2. Provided analytical support for complex budget, financial, or resource analysis projects.
                                                            3. Coordinated and implemented department budget allocations. 
                                                            4. Conceived of and maintains department chart of accounts, other data management tools, and related business processes.
                                                            5. Gathered information, analyzes, prepares and summarizes recommendations for financial and / or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. 
                                                            6. Exampled include generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff / faculty salary budgets, contracts, grants, gifts, endowments, or user fees.
                                                            7. Ensured that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
                                                                        Years of Experience
                                                                        Experience
                                                                        2-5 Years
                                                                        Experience Level
                                                                        Level
                                                                        Executive
                                                                        Education
                                                                        Education
                                                                        MS

                                                                        Summer Financial Analyst Resume

                                                                        Objective : Summer Financial Analyst is Working closely with the asset management team to incorporate final assumptions in financial models (Argus and Excel). Reviewing and processing development project draws. Maintaining and updating archive files in SQL. Leading the training of Investment Analysts and Investment Interns. Attaining mastery of Investment Analyst skills.

                                                                        Skills : Asset Management, Financial Model.

                                                                        Description :

                                                                          1. Performed complex financial or resource research and studies for various internal department constituents. 
                                                                          2. Prepared, reviewed, and / or approved financial transactions.
                                                                          3. Independently gathered information as needed to perform analysis.
                                                                          4. Documented procedures for financial activities.
                                                                          5. Reviewed and approved over 400 COMPASS budgets/budget modifications and subcontractor agreements (under $20,000) in HHS.
                                                                          6. Managed, tracked, and approved the workflow of COMPASS budgets in HHS Accelerator.
                                                                          7. Worked closely with the CDSU contract team to ensure that contracts are developed and submitted for timely registration.
                                                                                                                            Years of Experience
                                                                                                                            Experience
                                                                                                                            2-5 Years
                                                                                                                            Experience Level
                                                                                                                            Level
                                                                                                                            Executive
                                                                                                                            Education
                                                                                                                            Education
                                                                                                                            GED

                                                                                                                            Summer Financial Analyst Resume

                                                                                                                            Objective : Summer Financial Analyst is Working closely with investment officers to prepare investment summaries based on separate account client's template. Reading, preparing and entering detailed lease abstracts into Cabot's accounting system. Assisting in reviewing and finalizing investment due diligence materials to ensure items of concern are addressed and, if applicable, captured in financial models (Argus and Excel).

                                                                                                                            Skills : Financial Skills, Model Assistant.

                                                                                                                            Description :

                                                                                                                              1. Followed up with providers I their portfolio on pending budget documentation needed for approval.
                                                                                                                              2. Maintained contractual updates in DYCD data management systems.
                                                                                                                              3. Utilized HHS Accelerator to conduct quarterly expense analysis to update providers on their projected annual spending.
                                                                                                                              4. Acted as a liaison with the DYCD Procurement Unit and the DYCD Bureau of Budget and Finance to troubleshoot issues regarding Budgets and Amendments.
                                                                                                                              5. Referred COMPASS providers to DYCD Capacity Building Unit to ensure providers receive relevant technical assistance as needed.
                                                                                                                              6. Assisted with the facilitation of COMPASS Fiscal Management Workshops.
                                                                                                                              7. Coordinated and supported trainings with COMPASS staff.
                                                                                                                                                        Years of Experience
                                                                                                                                                        Experience
                                                                                                                                                        2-5 Years
                                                                                                                                                        Experience Level
                                                                                                                                                        Level
                                                                                                                                                        Executive
                                                                                                                                                        Education
                                                                                                                                                        Education
                                                                                                                                                        MS

                                                                                                                                                        Summer Financial Analyst Resume

                                                                                                                                                        Objective : Summer Financial Analyst is Preparing cash flow models using Argus and Excel, adhering to the underwriting standards of Cabot and separate account clients. Working closely with investment officers to prepare well rounded summaries of investment opportunities which will be submitted to Cabot's Investment Committees.

                                                                                                                                                        Skills : Investment Assistant, Management Skills.

                                                                                                                                                        Description :

                                                                                                                                                          1. Worked collaboratively with senior team members, clients, and target business management teams.
                                                                                                                                                          2. Collected financial information from the target business / managing the diligence request list.
                                                                                                                                                          3. Performed financial analyses on the target business (margin assessments, trend analysis, price volume analysis, cash proofs, key data reconciliations, etc.).
                                                                                                                                                          4. Supported management discussions and correspondence.
                                                                                                                                                          5. Supported the preparation of key deal analyses (Quality of Earnings, Net Working Capital, Debt & Debt-Like, etc.).
                                                                                                                                                          6. Wrote reports and supporting delivery of findings to clients.
                                                                                                                                                          7. Cultivated key client relationships through advisory work.
                                                                                                                                                                  Years of Experience
                                                                                                                                                                  Experience
                                                                                                                                                                  0-2 Years
                                                                                                                                                                  Experience Level
                                                                                                                                                                  Level
                                                                                                                                                                  Entry Level
                                                                                                                                                                  Education
                                                                                                                                                                  Education
                                                                                                                                                                  GED