Financial Analyst resume examples

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Skillful Financial Analyst resume

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  • Internal Audit
  • Prepare audit reports visible to Senior Management
  • Strengthen internal policies and procedures
  • Recommend action plans for control deficiencies
  • Enterprise Risk Management
  • Identify and rate risks and assess strength of controls
  • Strong analytical and investigative skills
  • Regulatory compliance and risk mitigation strategies
Professional Summary

Goal-oriented, multi-tasking ninja with a contagious positivity and background in audit, risk management, compliance, and data analytics. Quickly learns new systems but has expertise in Auto Audit, Archer, Tableau, and Excel.

Work History
Senior Consultant 06/2019 to Current
Deloitte Denver, CO

• Working toward Certified Internal Audit (CIA) certification, expected completion in 2019.
• Evaluate controls for effective risk mitigation.
• Conduct walkthroughs with clients to gain an understanding of processes, procedures, and systems.
• Identify and communicate control deficiencies to clients.
• Prepare work papers and Risk & Control Matrices which communicate audit findings.

Associate Internal Auditor / Compliance Associate 07/2017 to 06/2019
OppenheimerFunds, Inc. (Laid Off Due To Acquisition) Centennial, CO

Internal Auditor

  • Conduct audits assessments in accordance with Institute of Internal Auditors (IIA) standards to evaluate risks, controls, and process effectiveness.
  • Survey business functions to set audit scopes and objectives as well as identify risks and controls.
  • Analyze business functions from a financial, operational and compliance perspective.
  • Develop and execute testing
  • Prepare reports and effectively communicate audit results to senior management and the Boards.
  • Work on two audits concurrently.
  • Build and maintain effective relationships with individuals at all levels of the enterprise.

Compliance Associate

  • Audited interdepartmental processes and identified weaknesses and created controls to mitigate regulatory risk.
  • Conducted an enterprise wide audit focusing on employee discretionary account letters following an SEC audit finding, where I identified further issues and wrote and implemented a new discretionary letter policy.
  • Spearheaded QA testing and reporting of a vendor system upgrade Q1 2018 consisting of 500+ bugs.
  • Analyze employee trade activity for potential insider trading transactions and trends.
Risk Consultant (Laid Off Due To Reorg) 01/2016 to 05/2017
Computershare Highlands Ranch, CO
  • Conducted internal audit assessments in accordance with the internal Risk Framework and industry standards
  • Audited business functions to ensure processes and internal controls effectively managed operational, regulatory, and business risks
  • Prepared audit work papers and reports which communicated audit results and identified process gaps and root cause analysis, visible to Senior Management
  • Provided internal business units policy and procedure strengthening recommendations by enhancing controls and remediate control weaknesses
  • Analyzed key performance indicators (KPIs) and milestone data for accuracy, integrity, and trends
  • Suplied the Global Risk Board with reports consisting of top risks and risk appetite metrics
Data Analyst (Contract Position) 05/2015 to 12/2015
Visa, Inc Highlands Ranch, CO
  • Gathered and analyzed cardholder data in effort to isolate demographic trends such as; age, gender, income, overall monthly spend, and top merchant spend from large data sets.
  • Managed projects investigating data integrity issues with the IT department and product teams.
  • Produced ad-hoc analysis and reports on topics including; fraud rates, cardholder spend, and load amount on prepaid cards with the purpose of maximizing client revenues.
  • Managed monthly dashboards and scorecards which compared competitors based on identical data metrics.
Financial Risk Analyst (Contract Position) 03/2015 to 05/2015
Arrow Electronics Englewood, CO
  • Assessed credit worthiness of Arrow suppliers by utilizing S&P and Moody's ratings.
  • Conducted financial research and analyzed financial performance on Arrow customers by utilizing S&P and Moody's ratings.
Credit Risk Analyst - SBA Underwriter 05/2013 to 02/2015
Small Business Funding Group, Inc (Company Closed In 2015) Denver, CO
  • Communicated with borrowers, external bank partners, SBA employees, and vendors on a daily basis.
  • Analyzed personal and business financial data such as; personal financial statements, credit reports, tax returns, revenue and expense projections, and business plans.
  • Generated ad-hoc Excel reports and projections for C-level Executives and Board of Director meetings.
  • Created manuals, reports and documents and made updates as needed.
  • Member of Credit Review Committee, where loan files were analyzed and approved based on credit worthiness.
  • Underwrote SBA loans while adhering to SOP 50 10 5(F) standards and regulations.
Business Affairs Intern 05/2012 to 05/2013
Comedy Works, Inc Greenwood Village, CO
  • Analyzed and reviewed business tax returns for financial trends.
  • Consulted Business Affairs Director on business partnerships, vendor relationships, and business strategy.
  • Created new employee paperwork still used today and audited all new hire paperwork for both locations.
Junior Project Manager (Laid Off) 01/2008 to 02/2009
Video Professor (Company Closed In 2009) Lakewood, CO
  • Project Manager for new, robust website product similar to YouTube called Blue Sky.
  • Managed all Blue Sky vendor content, relations, and contracts.
  • Oversaw all website design for Blue Sky and existing website pages.
  • Collaborated with cross-functional teams including IT, Marketing, and Creative departments.
  • Developed new policies and processes as needed.
Contracts Assistant 08/2007 to 12/2008
Video Professor Lakewood, CO
  • Developed new Legal approval process which increased productivity by 75%.
  • Reviewed all legal verbiage on all: web pages, web banners, and call center scripts.
  • Liaison between Legal department and all other departments including: Marketing, Retention, and QA.
  • Generated reports used by Senior Management.
  • Created manuals, reports, and documents and made updates as needed.
  • Pursuing Certified Internal Auditor certification, expected completion June 2019.
Master of Science: Enterprise Risk Management Expected in 2020 Boston University - Boston, MA
  • Coursework in - Enterprise Risk Management, Financial Concepts, Disaster Recovery, Business Continuity, Quantitive and Qualitive Decision-Making
Bachelor of Science: Business Administration Metropolitan State University of Denver - Denver, CO
  • 3.44 GPA
  • Business Administration, Accounting, and Entrepreneurship coursework
  • Minor in Psychology

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Job-winning Financial Analyst resume

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Adeline Kelly
Project Manager with an entrepreneurial mindset. Versed in data mapping and all aspects of testing, as well as solving complex problems in high-pressure environments. Excels at cultivating, managing and leveraging client relationships.
  • Data Analysis & Mapping
  • MS Office Suite - Advanced Excel
  • Quick adaptation to new software/systems
  • SDLC - Agile/SCRUM 
  • SQL 
  • Strong Communicator 
  • Technical Writing
  • Client Relations Specialist
  • Use Case/Project Documentation
Bilingual English & Bahasa Indonesia
10/2017 to Current
Project Manager (Contract) Makelab LLC Brooklyn, New York
  • Define project deliverables, dependencies, and monitor status of tasks in relation to deadlines
  • Serve as single point of contact to clients, engineering team, and fabrication team for scheduling, timeline expectations, and logistics 
  • Manage invoicing and payments to vendors for 3D modeling, file creation, printing, and full scale creative design projects
  • Gather all relevant materials for bid processes, and coordinate bidding and contract approval for projects totaling $900k+ 
05/2016 to 06/2017
Technical Business Analyst Humana Inc. (Remote) Tucson, Arizona
  • Primary cross-functional liaison and data translator from business team to developers and vendors
  • Developed and executed deliverables to support new system initiatives in collaboration with internal/external teams in Agile environment
  • Main point of contact for business during Scrum meetings and Sprints of internal system issues
  • Conducted GAP analysis and data mapping of current OBIEE system to match vendor prerequisites
  • Involved in all aspects of testing including Unit Testing, User Acceptance, System Integration, and Regression Testing
  • Hired, trained, and managed interns through The Humana college internship rotation program
02/2014 to 05/2016
Financial Analyst Humana Inc. Louisville, Kentucky
  • Managed accruals of claim data and sent invoices for 40 pharmaceutical accounts, with focus on compliance of SOX controls
  • Upheld relationships with pharmaceutical vendors and internal accounts receivable to resolve data and invoice discrepancies
  • Interpreted and implemented new and existing contract requirements for rebated drugs
  • Conceptualized pharmacy rebate data for ad-hoc requests from internal teams/senior leadership using SQL and MS Excel
  • Conducted monthly variance analysis and assessed KPI's to ensure there were no issues with claim data
Education and Training
December 2012
Bachelor of Science: Computer Information Systems Westminster College Salt Lake City, Utah

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Experienced Financial Analyst resume

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Gregory Smith
Professional Summary
Financial systems and accounting professionaldedicated to continuous process improvement in the face of rapidly evolving and changing business environments. Extremely results-oriented and proactive in addressing and resolving problems. Looking to utilize my proven management, financial systems, accounting and finance expertise in a challenging position within a dynamic organization.
  • Management: problem-solving, decision-making, planning, delegation, and effective communication with all levels
  • Accounting and financial analysis
  • Proficient in Microsoft Office Suite including Excel vlookups and pivot tables
  • Oracle 11i/R12 Supply Chain and Financials (Projects, Fixed Assets, Purchasing, Payables, Receivables, Inventory, General Ledger)
  • Polaris Reporting Workbench
  • Oracle Discoverer
Work History
IT Infrastructure Analyst, 01/2011 to Current
  • Oracle Projects, Time & Expense, and HRMS functional support lead.
  • Responsible for problem tracking, diagnosis, replication, and troubleshooting.
  • Determined root causes and corrective actions for system issues.
  • Resolve complex defects in collaboration with technical team.
  • Deliver configuration updates once required for end-user requests.
  • Assist with new functionality document for Support Partner and ensure training when required.
  • Frequently contacted regarding assistance with financial inquiries (analysis, subledger to GL reconciliations, etc).
  • Served as primary Oracle Projects functional support in roll out of system to 130+ US field branches; later as same for roll out of system to 70 Canada field branches.
  • Set up production and testing environments for integration testing completion.
  • Performed regression testing.
  • Supported integration testing cycles and defects resolution.
  • Assisted with data migration from 4 different legacy systems.
  • Acted as overall functional lead on Oracle R12 upgrade project.
  • Together with project manager and technical lead built project plan.
  • Led functional resources in delivering required documentation.
  • Defects log and resolution coordination.
  • Participated in impact analysis and risk escalations.
  • Ensures business processes were covered and stable in upgraded version.
  • Currently engaged as Oracle Projects & HR functional resource for system roll out to 13 Latin America countries.
Controller, 01/2004 to 01/2011
Sr Financial Analyst, 01/2003 to 01/2004
  • Oracle Projects and Fixed Assets Super User; act as primary contact with IT on issues relating to Oracle Projects, Fixed Assets, and AR modules and as frequent functional contact for all other Supply Chain modules and GL.
  • Act as subject matter expert (SME) on various integral company-wide projects including an Oracle R12 implementation in a foreign country.
  • Train personnel on Oracle Discoverer; create ad hoc financial and operational reports.
  • Collaborate with all levels of field personnel including VP\'s, Directors, and Managers on the Oracle and accounting implications of their business decisions.
  • Manage Oracle AR Billing group (1 supervisor and 5 coordinators) tasked with processing approximately $7M in monthly billings.
  • Manage Oracle Projects and Time Entry group (1 supervisor and 4 administrators).
  • Direct Finance and Accounting group (2 finance managers, 5 financial analysts, 1 staff accountant) with responsibilities including:.
  • Ensuring proper accounting for 13 organizations (revenue recognition as well as accurate direct, SG&A and capital expenses).
  • Preparation, analysis, and distribution of financial and operational reports.
  • Month end close duties (reconciliations, journal entries, financial analysis).
  • Capitalization vs expense determinations.
  • Oversee Fixed Assets module consisting of over $10B in assets.
  • Prepare budget to actual variance explanations for Services Division with approximately $40M annual revenue.
  • Work with Internal Audit department to ensure compliance with Sarbanes-Oxley.
Business Analyst, 01/2002 to 01/2003
Financial Analyst/Sr Accountant, 01/2000 to 01/2002
  • Sole functional responsibility for the 11i Oracle Financials upgrade, including analysis, design, and implementation phases.
  • Liaison between Oracle Financials user community and technology department.
  • Responsible for system maintenance, including evaluating and implementing new enhancements and resolving current issues.
  • Generated financial analysis spreadsheets for all departments.
  • Created and maintained recurring invoice billing for larger customer base.
  • Contributed greatly to conversion of accounting systems to Oracle.
  • Performed numerous tasks in the close cycle including consolidations, reconciliations, and inter-company transactions.
Sr Accountant, 01/1999 to 01/2000
  • Performed all accounting functions for medical software company.
  • Sole responsibility for payroll, purchasing, accounts receivable, and accounts payable.
  • Involved in every aspect of running and expanding a start-up company.
Staff Accountant, 02/1997 to 02/1998
  • Performed compilations and reviews as well as forecasts for start-up businesses.
  • Completed individual, partnership, & corporate tax returns.
  • Worked closely with partners as sole staff accountant.
MBA: Finance, 1997
BS: Accounting, 1995