Finance Analyst Resume Samples

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Finance Analysts make recommendations about investments and money-saving strategies to either large corporations or to individuals and families who have a good deal of money to invest. Qualifications included on a sample Financial Analyst's resume include consolidating and reporting sales and product data to use in presentations with senior management, and reviewing and analyzing corporate financial statements to develop product and sales analysis reports. Most employers will seek a Financial Analyst candidate who lists a Bachelor's degree in a field like accounting or business on his or her resume.

Looking for cover letter ideas? See our sample Finance Analyst Cover Letter.

1

Senior Finance Analyst

Managed over 35 projects worth over $100m in three country offices by monitoring project spending, forecasting expenses and re-aligning and formulating budgets to improve budget adherence.

  • Developed new financial models in excel, extracting data from SunSystems, to automate generation of recurring management (LOPs), baseline (Budgets), and regulatory reports (SF-269s).
  • Directed international field offices, improved reports & resolved questionable expense items to reduce audit risk.
  • Audited multi-currency financial reports involving G/L and bank reconciliations, vouching of expenses to ensure adherence to GAAP and OMB circulars A-122, A-133 for allowable costs.
  • Consolidated field transactions to HQ & posted them to SunSystem & used Vision Executive for reconciling accounts.
  • Investigated complex insurance data using Access & reclaimed $0.5m from insurance companies for overpaid premiums.
Candidate Info
6
years in
workforce
2
years
at this job
MA
Finance & Marketing
MBA
Finance & Accounting
Cpa
2

Production Finance Analyst

Developed and consolidated FY14 Annual Operating Plan for Departmental, Non-Departmental and Capital budgets for Studio Overhead worth over $20M

  • Forecasted monthly overhead budgets based on most recent actuals and presented financial overview to leadership
  • Streamlined forecast process by eliminating data redundancy and simplifying summary output
  • Partnered with departmental heads to present regular budgetary updates and better understand any future spending requirements
  • Analyzed annual financial impact of adding a café awning and ice cream machine to Operations and made recommendations based on sustainability
  • Updated leadership monthly regarding a shared intra-studio budget and performed quarterly journal charge-backs in SAP of nearly $100K
  • Managed IT purchasing for the Studio from initial request through invoice payment
Candidate Info
8
years in
workforce
2
years
at this job
Business Administration
3

International Expansion Finance Analyst

Presented market research and financial proposals to company executives on a regular basis

  • Effectively used Excel to create projected company sales and revenue reports
  • Conducted what-if financial scenarios based on sales volume and other variables
  • Performed cost-benefit analysis for company foreign distribution options
  • Performed in-depth international market research of Chilean consumer market including preferences, industry norms, and consumer purchasing trends
  • Skillfully negotiated a key two year $65,000 contract with strategic distributor for company target market
Candidate Info
4
years in
workforce
1
year
at this job
BA
Spanish
BA
International Business
4

Senior Finance Analyst

Responsible for topline revenue growth for [company name]'s South Region encompassing eight states, seven production facilities, and 65 satellite warehouse locations.

  • Forecasted quarterly volume, revenue, & NOPBT for key accounts including Wal-Mart, Sam's Club, H.E.B., 7-Eleven, and Albertsons among others.
  • Tracked, identified, and presented potential areas of growth for innovation products to Regional Vice President on a weekly basis
  • Created, produced, and managed a daily sales forecast down to each location level in the Region
  • Led South Region Cross-Functional Task Force; designed to educate and promote synergies in order to improve efficiency across all job functions
  • Worked extensively with Marketing team on financial impact of various in-store and media promotions.
  • Organized weekly finance team building activities
Candidate Info
4
years in
workforce
1
year
at this job
BBA
Corporate Finance
5

Finance Analyst-intern

Reported to financial controller of LAN Access Division (Ethernet products) - $700M/year business segment

  • Performed competitive research on production costs, market segment share and strategy of LOM product line
  • Built excel model providing structure to pricing decisions with a goal to increase revenues by $10-20M/year
  • Influenced and gained support for implementation from key operations partners in marketing, sales, and finance
  • Developed specific process steps for pricing decisions; now implemented by finance, marketing and sales collectively
Candidate Info
8
months in
workforce
4
months
at this job
BS
Business Management
6

Finance Analyst, Financial Consulting

Prepared the 2011 forecast and 2012 plan for operating expenses in the Real Estate, Chief Administration Organization, Internal Audit, and Human Resources departments

  • Analyzed monthly expense results for the Real Estate, Internal Audit, and Human Resources departments and provided written analysis to the financial consultants
  • Processed invoices for payment by logging invoices, validating charges and coding and routing for approvals
  • Improved invoice process by influencing timeliness of approvals and enforcing guidelines
  • Prepared the monthly IT accrual to support the close process
  • Enhanced existing Human Resources staffing model to manage resource capacity
Candidate Info
7
years in
workforce
5
years
at this job
BS
Business Administration Finance
7

Senior Finance Analyst

Developed AA's Long Term 738 Seat Optimization strategy and financial analysis

  • Reviewed and optimized LOPA design for 772, 763, 789, MD80 in conjunction with future business plans
  • Developed strategic response plan for Wright Amendment expiration in 2014
  • Led Readiness Planning for MD80 Seat Optimization Strategy by coordinating with important stakeholders: (Revenue Management/Network Planning/Sales/Corporate Communications)
  • Oversaw New Livery Rollout and proposed US Airways livery integration plans
  • Designed and built Other Airline Hub Profitability model using publicly available Form 41/T100/O&D Data
Candidate Info
9
years in
workforce
2
years
at this job
MA
Economics
Mathematics And Engineering
8

Student Finance Analyst

Assisted with the analysis of month-end close and quarterly/annual external audit results

  • Prepared audit evidence/documentation and discussed deliverables with auditors from E&Y
  • Developed improved work flow procedures to capture audit evidence and improve efficiency
  • Reviewed monthly reporting submittals from over 80 schools for accuracy & completeness
  • Assisted compliance officer with internal audits of campus Financial Aid and student records
  • Analyzed budget reports to validate projections vs. actuals to ensure Financial Aid fund availability
  • Designed and maintained Excel workbooks to compare sales trends of new student enrollments
Candidate Info
6
years in
workforce
3
years
at this job
BS
Finance
MS
Accounting
9

Finance Analyst

Generated Invoices to the State of New Jersey

  • Administered the timesheet and payroll system for 1200 plus employees & generated weekly payroll for all staff
  • Generated accounts for all new employees and reviewed HR paperwork for correct rates and titles
  • Reviewed all AP Invoices and approved them for processing and payment
  • Trained all new employees on timesheet and accounting procedures
  • Generates custom reports related to profitability and other key metrics
  • Conducted financial analysis to respond to requests from internal and external auditors, as required
Candidate Info
12
years in
workforce
9
months
at this job
HS
High School Diploma
10

Finance Analyst

Assisted in providing real estate investment consulting and advisory services to fortune 500 companies (clients with commitment amount ranging from $5M to $100M)

  • Responsible for quarterly operations including financial analysis and performance measurement reports for 8 clients while supervising a team of 3 handling 6 clients; a total number of 14 reports totaling 3.6B in NAV were generated each quarter
  • Prepared summary reports on key performance indicators like returns, leverage, property, geographic distribution and overall financial performance
  • Performed trend analysis by extensive research, analyzed investment statements and created ad-hoc reports for consultants and clients
  • Maintained liaison with the client, consultants and with fund managers
Candidate Info
7
years in
workforce
4
years
at this job
BS
Bachelor of Science
MS
Master of Science

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