Finance Associate Resume Samples

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Finance Associates are in charge with providing financial assistance to employers or clients. Successful resume samples for Finance Associate should focus on duties like making sure financial targets are attained, answering to client inquiries, managing invoices, designing financial strategies, entering data into financial spreadsheets, and making suggestions to improve financial operations. The ideal candidate for this job should be able to demonstrate in his or her resume skills like financial expertise, organization and planning, analytical thinking, customer service, problem solving, and computer competences. A Bachelor’s Degree in finance or a similar field is typical for a successful Finance Associate.

For more information on what it takes to be a Finance Associate, check out our complete Finance Associate Job Description.

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1

Senior Finance Associate

Managed financial reporting analysis and budgeting for worldwide revenue team and all business operations in Africa.

  • Led department managers to create effective budgets and use monthly financial reporting to analyze their outcomes and to identify cost efficiencies.
  • Worked with revenue team managers and finance managers worldwide to create department-specific reports that tracked expenditures and helped reduce costs.
  • Created product unit cost models and presented an analysis recommending potential cost reductions.
  • Trained new Finance Managers to develop and update annual budgets and quarterly forecasts.
  • Developed revenue-planning strategies with the Chief Development Officer.
  • Created a Monthly Investment Report that analyzed operational and invested assets, performance of investments, and cash reserves.
Candidate Info
19
years in
workforce
2
years
at this job
BBA
Finance
MBA
Finance
2

Finance Associate

  • Worked with finance team around the country to raise over $970 million for Hillary Clinton's presidential campaign
  • Planned and oversaw fundraising events across New York City which featured campaign principals and surrogates, and generated revenue up to $4 million per event; managed complex event logistics including run of show and event briefings
  • Managed portfolio of major donors by cultivating relationships and soliciting gifts for the Hillary Victory Fund
Candidate Info
8
years in
workforce
5
months
at this job
BA
Political Science & Social Policy
3

Finance Associate

  • Prepared and analyzed long-term operating budgets while monitoring and evaluating actual performance versus budget on a monthly basis
  • Tracked vendor payments to make sure invoices are received and paid in a timely manner; following up with departments and vendors as necessary
  • Assembled and summarized data of the 24 United States branches and over 500 chapters to structure sophisticated reports on the financial status and risks of the entire organization
Candidate Info
2
years in
workforce
3
months
at this job
BA
Accounting & Management
MS
Accounting
4

Corporate and Structured Finance Associate

Practice focuses on representing and advising domestic and international companies in corporate governance, M&A, regulatory compliance, and structured finance matters.

  • Represented owner in sale of partial ownership interest of $500-million restaurant and hotel business
  • Represent major United States and offshore investment funds in collateral reallocation transactions in a $2.5-billion syndicated revolving credit facility
  • Represented top aircraft operating lessors in connection with equipment sales and acquisitions, novation, and asset-backed financings
  • Represented major Korean telecommunications manufacturer in a proposed acquisition of a mobile application start-up
  • Represented major Japanese food distributor in acquisition of a Peruvian food distributor
Candidate Info
4
years in
workforce
3
years
at this job
BA
International And Comparative Business Law Program
JD
Deans
Essentialism And Public Policy Decisions
5

Finance Associate

  • Manage company's expense analysis including travel and entertainment costs; helped decrease excess expenditures by 50% to increase net income
  • Assist Accounting Team in accelerating month end process to tenth business day; includes preparation of journal entries, balance sheet reconciliations, and ad-hoc financial analysis
  • Collaborate with Controllers to report monthly variance explanations on AR/WIP analysis and prepare consolidated Financial Statements
  • Review monthly P&L and Balance Sheet to accurately report Flash, Actuals, Budgets, and Forecasts in Cartesis financial packages to the parent company (WPP)
  • Build strong relationships with 30+ WPP partner agencies to report intercompany transactions by ensuring proper recording, reconciling, and settlement of balances
  • Compile financial statements and revenue recognition items for annual internal/external audits to accurately comply with GAAP/SOX regulations
  • Work with Harris Broadcast System on monthly basis, to ensure checks are paid in a timely manner to media clients on the broadcast and non-broadcast side
Candidate Info
6
years in
workforce
2
years
at this job
BS
Finance
6

Finance Associate

  • Prepared quarterly financial statements and assisted in variance analysis which highlighted opportunities for higher profits.
  • Assisted in forecasting financial statements and presented results to management.
  • Allocated funds to events in order to guarantee the budget matched necessary expenditures.
  • Directed promotional events and team members which utilized leadership skills to ensure the success of the business.
Candidate Info
14
years in
workforce
6
years
at this job
BS
Finance
7

Senior Finance Associate

  • Reconciled revenue, expense, liability, and suspense general ledger accounts for multiple administrative systems
  • Consulted with business areas on appropriate processing of unique transactions for correct accounting impact
  • Coordinated and tested annual tax reporting on Form 1099-Misc for commission paid to external brokers
  • Completed adjusting journal entries for accounting cycle end process and provided reports to additional functional areas within Corporate Finance and Tax
Candidate Info
16
years in
workforce
2
years
at this job
Studied
Studied
8

Operations Development and Finance Associate

  • Served as Creative Strategist for We Heart It by conceptualizing partnership opportunities, developing pitch materials and RFPs.
  • Ideated new iOS and Android apps for Philymack Games, designed wire frames, tested application builds, QA design, content, feed
  • Leveraged technical resources to collaborate on and design campaign deliverables for Influencer social media marketing strategies.
  • Liaised and negotiated with external partners and clients to guarantee successful campaign runs.
  • Managed all Accounts Payable, Accounts Receivable, and budgets for the company.
  • Oversaw all day-to-day office operations and supplied marketing expertise to all company departments.
Candidate Info
5
years in
workforce
1
year
at this job
BA
Sociology
9

Finance Associate

  • Assumed multiple finance roles through cross-training
  • Held integral role in department wide revenue recognition project to reconcile Net Suite with auxiliary spreadsheets
  • Created and responsible for a schedule that tracks, reports, and records information about revenue related to the Professional Services portion of the business
  • Calculated expense data used to compile the 2017 budget
Candidate Info
2
years in
workforce
10
months
at this job
BS
Accounting And Finance
10

Summer Finance Associate

  • Assisted the Senior Analyst in revising internal market reports for pharmaceutical and biotech companies using financial statements
  • Learned the drug development process from discovery and FDA approval to post-clinical phase trials and marketing
  • Worked to assist managers and analysts in research of biotechnology companies by fact-checking and updating research reports
  • Updated the Senior Analyst, also a contributing author to Forbes magazine, about recent events in the healthcare sector, such as the Ebola outbreak, and the market trend of biotech/pharmaceutical companies
  • Learned a valuation method and applied the Discounted Cash Flow (DCF) analysis for a pharmaceutical industry
Candidate Info
4
months in
workforce
4
months
at this job
BS
Biomedical Engineering
MS
Biomedical Engineering

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