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Transaction Analyst Resume Samples

The Transaction Analyst undertakes responsibility for small transactions, portfolio analysis, and all account internal and external reporting requirements. The main duty will be to run portfolio level strategic reviews at regional and global levels and to identify opportunities. A well-drafted Transaction Analyst Resume includes the following duties – forest cash flows, IRoR, and calculating return on investment capital, analysing financial models, preparing a presentation on findings, tracking and managing pipeline projects and other databases, analysing and solving escalated issues by coordinating with managers, and presenting proposals for merger and acquisition.

Skilled and talented candidates with the following skills and abilities – experience in financial analysis and modelling, strong communication skills, excellent knowledge of using the latest software application for financial analysis; skilful in performing qualitative and quantitative analysis; strong knowledge of general accounting principles and business finance, and work experience of handling merger and acquisition projects. Eligible resumes mention a degree in finance or economics.

Transaction Analyst Resume

Headline : Transaction Analyst with 5+ years of AML experience for high-profile corporations in quality assurance, trust reporting, correspondent banking, and sanction screening across international and domestic arenas. 10+ years of experience in regulatory and financial compliance. Strong customer relationship manager, advisor, and collaborator across key stakeholders.

Skills : SSRS, SSIS, SQL, Excel, VBA.

Description :

    1. Provided customer service support and maintenance of financial records for over 100,000 retail shareholders.
    2. Worked with financial institutions and corporate shareholders to resolve and answer telephone and written inquiries.
    3. Provided back-up support to the Shareholder Services' Correspondent by responding to shareholder inquiries to research and replace lost and outdated dividend checks.
    4. Processed in-house stock transfer transactions as outlined by the Securities and Exchange Commission and the Securities Transfer Association.
    5. Performed account maintenance (i.e. address changes and tax certification) on shareholder accounts.
    6. Designed and maintained the Shareholder Services' website.
    7. Assisted with the annual shareholder's meetings.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science


Transaction Analyst Resume

Objective : Looking for a full time Transaction Analyst position in an environment that offers a greater challenge, and the opportunity to help the company advance efficiency and productively.

Skills : Microsoft Excel, Microsoft Word, Retail Link, Powerpoint, Microsoft Outlook, KRONOS.

Description :

    1. Responsible for analysis, encoding, verifying and modifying records according to the prescribed jobs standard and specifications and producing high.
    2. Maintained all trade tickets and information in Countrywide's proprietary deal management system.
    3. Allocated every trade in accordance with the trades characteristics using loans in inventory.
    4. Sent each trade's data tape to the investor, analyzing the data, making sure the data delivered to the investor is clean of any errors.
    5. Resolved any data related issue by looking through imaged files of the note and correcting the data.
    6. Requested all collateral shipped to the investor's respective custodians, and tracking the successful delivery of thousands of promissory notes every month.
    7. Priced every whole loan deal using a Bloomberg interface, tying this price out with the investor, and coordinating purchase wires in the billions of dollars.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science


Transaction Analyst Resume

Summary : Over 10 years of accounting and analytical experience in a fast-paced environment with a solid track record of solving complex problems competently and productively. Strong technical proficiencies including expert Access and Excel user. Proven success meeting stringent deadlines and providing accurate and detailed work. A creative thinker with exceptional ability to communicate and motivate others to work as a team.

Skills : MS Office Suite, MS SQL Server, ACL Integrations,.

Description :

    1. Performed comprehensive market analysis and valuation of corporate assets in order to maintain compliance with contracts signed with various pipeline transporters and verified billing from transporters.
    2. Analyzed contracts with pipeline service providers in the Powder River Basin to guarantee accurate billing and escalated the rates loaded in the Solarc Natural Gas system when required.
    3. Uploaded daily pricing published in the Platts Gas Daily into the Solarc Natural Gas system in order to maintain accurate daily averages.
    4. Uploaded monthly pricing published in the Inside FERC publication into the Solarc Natural Gas system to ensure accurate first of the month rates.
    5. Prepared a monthly estimate of production and transport costs provided to management and accounting for correct expense and revenue accruals.
    6. Created monthly economic forecasts based upon historical information to assist management with making decisions regarding the best sales points to sell the natural gas products.
    7. Provided quarterly reserves estimates in dollars for the reserve engineers to assist with the creation of a quarterly report provided to the Federal Energy Regulatory Commission.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science

Transaction Analyst Resume

Objective : Objective is to advance a career in a company that utilizes my knowledge in leading teams, procurement solutions, customer service and sales support.

Skills : Microsoft Office Proficient, Time Management.

Description :

    1. Entered, processed, and negotiated leases and loans.
    2. Performed documentation audits.
    3. Filed UCC forms with the Secretaries of State as well as accuracy audits.
    4. Prepared files for audit and/or syndication.
    5. Performed anti-money laundering audits.
    6. Communicated effectively with multiple departments to prepare welcome packages for new clients.
    7. Provided timely, courteous and knowledgeable response to information requests.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
MS

Transaction Analyst Resume

Objective : Highly motivated Transaction Analyst with 15 years of successful, progressive experience in all phases of accounting, and Five years of supervising a staff. I have great management skills, organizational skills, and communication skills. Throughout my career, I have learned to communicate with a variety of individuals, to meet deadlines, and to work as a team.

Skills : Microsoft Office, Customer Service, Cash Management, Onboarding, Benefits Administration.

Description :

    1. Managed customer reporting to ensure the highest level of customer service as well as delivering results that exceed customer expectations.
    2. Demonstrated analytical and investigative skills for problem identification and resolution.
    3. Adhered to all SOX compliance regulations.
    4. Ensured integrity of all data and process inputs.
    5. Analysed daily procedures for the purpose of improving and implementing more effective substitutes.
    6. Reconcile all charges to make sure the amount corresponds with the original amount.
    7. Contributed to lean event.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BS

Transaction Analyst Resume

Summary : Highly analytical and detailed professional with more than 18 years of extensive experience in all phases of accounting, general ledger reconciliations, preparing tax returns for individuals, small business, and monthly financial statement packages. Empowered with great background as JD Edwards's user and exemplary leader, with excellent career track in developing and implementing strategic plans to sustain business growth and profitability.

Skills : Microsoft Ofice, Legal Terminology, Recruiting, Editing, Proofreading, Technical Writing, Office Management, Human Resources.

Description :

    1. Received promotion to new position coordinated with supervisors to ensure production cycles are entered into the system accurately per shift.
    2. Maintained system information by entering cycle counts on spreadsheet to be submitted to financial controller.
    3. Checked quality of parts before putting in machine to assemble diesel capless fuel cap, test capless fuel cap for vacuum flow, pressure/ vacuum leak, height and door force.
    4. Worked in the thermostats dept.
    5. Assembled thermostats and document production each hour.
    6. Worked closely from both a strategic and tactical standpoint with client business owners, manage and execute all details associated with development of an M&A market strategy including positioning, launching the company to market, managing negotiations, due diligence and then closing the transaction.
    7. Educated clients on current real estate market and addressed related questions and concerns.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MS

Transaction Analyst Resume

Objective : Highly motivated, goal oriented, quick learner and dedicated individual with adept skill in customer service, claims, medical reception, switchboard, health insurance, workers compensation, Auto/PIP insurance and billing (A/R). Accustomed to deadline-oriented, target driven and high-pressure environments.

Skills : Customer Service , Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint.

Description :

    1. Responsible for working accounts to full resolution for different insurance carriers.
    2. Prepare and submit claims to various insurance companies or third party payers either electronically or by paper.
    3. Analyzed claims and perform full Revenue Cycle functions such as rebilling, collections, denials (EOBs), appeals and state disputes.
    4. Reviewed accounts for possible assignments.
    5. Ensured results through follow up.
    6. Maintained strictest confidentiality; adhere to all HIPAA guidelines/regulations.
    7. Created detailed Cash and P&L financial analyses related to acquisition and disposition transactions, including blend and extends, subleases, negotiated buyouts, and sale-leaseback proposals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Diploma

Transaction Analyst Resume

Headline : Experienced Transaction Analyst seeks new challenge that can benefit from expertise and experience in collaboration with health care professionals, complimented with a scientific background, superior communication skills, excellent operational management, organization and prioritizing ability.

Skills : Microsoft Excel, Word, PowerPoint, Access, Actimize, LexisNexis, Search Engines, Research.

Description :

    1. Responsible for loan file from pre-approval to closing.
    2. Filed new Conditional Pre-approval Letter's, withdrawn or rejected files in its allocated area.
    3. Maintained an effective filing system for pre-approved, rejected, expired and withdrawn loans in accordance with Bayview Financial filing department and Iron Mountain.
    4. Created detailed Cash and P&L financial analyses related to acquisition and disposition transactions, including blend and extends, subleases, negotiated buyouts, and sale-leaseback proposals.
    5. Prepared and presented transaction approval documents for clients' senior management.
    6. Supported transaction negotiations, financial modeling, and presentation on over two (2) million square feet that have generated over $5 million in gross transaction fees.
    7. Prepared and presented transaction approval documents for clients' senior management.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS

Transaction Analyst Resume

Summary : An accomplished Transaction Analyst with over 16 years of experience in software, computer training, mortgage and professional services industries, with national and international successes. Worked as a National Sales Manager, expanding a single location firm into a dominating eight-location company with substantial increases in revenue.

Skills : Certified Associate Project Manager, Planning Skills.

Description :

    1. Assisted managing projects with transaction manager - acquisitions, dispositions, leases, and contract renewals for corporate client's national account.
    2. Researched and analyzed existing corporate client portfolio, managed client database (SEGIS), reported relevant information to client's real estate department and management through weekly meetings and reports.
    3. Created reports using CoStar & Loopnet, which reflected market options that met customer needs, developed co-broker relationships on represented properties and conducted national site-tours with local key players.
    4. Performed numerous national client site portfolio tours, captured pertinent data/images and worked with on-site client representatives, corporate real estate department, project managers and management in various phases of property acquisition and disposition to best leverage company assets.
    5. Queried and updated MS Access database with project information.
    6. Supported transaction negotiations, financial modeling, and presentation on over two (2) million square feet that have generated over $5 million in gross transaction fees.
    7. Assisted management with preparation of annual Federal Energy Regulatory Commission filings.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BBA In Marketing

Transaction Analyst Resume

Summary : Transaction Analyst is responsible for Developing and managing the company's transaction database including gathering, encoding, tracking and managing all transactions, Managing the work flow of transactions through a software tool to ensure accuracy.

Skills : Analyst, Developing Skills, Modelling Skills.

Description :

    1. Moderated a bi-weekly pipeline meeting between Sales and Operations in order to facilitate communication between departments, reporting the results.
    2. Helped in the development of data systems and VBA scripts to smooth out operational processes.
    3. Worked with clients to understand their business needs and develop solutions.
    4. Assisted with data analysis and reporting for client projects.
    5. Prepared ad hoc reports as needed or requested by management or clients.
    6. Assisted in developing revenue forecasts and revenue projections.
    7. Assisted in developing financial models for new product development projects.
                    Years of Experience
                    Experience
                    7-10 Years
                    Experience Level
                    Level
                    Management
                    Education
                    Education
                    High School Diploma