Financial Data Analyst Resume Samples

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Financial Data Analysts have an important role in large organizations as they analyze and present financial data to management, helping them to take informed decisions. Essential responsibilities listed on a successful example resume include analyzing financial data, finding solutions to reduce costs, preparing reports, identifying risks, developing financial models, and identifying market trends. Based on our selection of resume samples, these professionals should demonstrate software applications proficiency, statistical analysis knowledge, communication and reporting skills, business acumen, and detail orientation. Most Financial Data Analysts hold a degree in finance or economics.

1

Senior Business/financial Data Analyst

Advised Marketing Officer on weekly and monthly marketing budgets (including TV and digital media)

  • Prepared and developed financial models (e.g. ROVI ) for new products/offers, including several risk analysis
  • Revised an existing incentive payout plan, which saved $10K weekly and increased revenue by 15%
  • Prepared corporate quarterly and annual financial forecasts and budgets
  • Monitored and reviewed BU budgets and expenses, and reduced monthly agent commission expenses by 10%
Candidate Info
11
years in
workforce
5
years
at this job
BS
Computer Science
MBA
Finance Association
2

Financial Data Analyst

Lowered energy waste by 12% via energy systems analysis, decreasing operational costs by nearly $22,000

  • Collected and monitored energy data throughout the project, tracking the project's gradual cost decrease
  • Utilized Excel and PowerPoint to analyze and present weekly progress updates to senior management
  • Improved current monitoring software to automatically signal abnormalities of 10% or more in energy systems
Candidate Info
6
years in
workforce
10
months
at this job
HS
High School Diploma
BA
Business Administration, Computer Science
3

Financial Data Analyst, Program Assistant

Improved a data integration project to detect financial fraud for Department of State client's Investigative Case Management System (ICMS).

  • Developed MS Excel reports, which identified misappropriated funds through faulty invoices from $104 billion for relief and reconstruction in Afghanistan.
  • Provided training to financial investigative agents and analyst using Adobe Pro.
  • Provided website format instructions, updates and corrections to programmer staff responsible for departments website.
  • Developed human resources reports and briefing binders covering budget, employment status and personnel actions using MS Excel.
  • Maintained Procurement Requests (PR) log to ensure lines of accounting were properly used.
Candidate Info
6
years in
workforce
1
year
at this job
BBA
Accounting
4

Financial Data Analyst

Implemented treasury software to reconcile company financial data and bank accounts.

  • Supported treasurer with daily cash reconciliation and resolved exception report issues.
  • Partnered with Field Management and Store Operations to drive store productivity through monthly sales & payroll goal setting, development of tools and actionable reports, and research on field initiated inquiries.
  • Evaluated performance of 300+ stores based on key metrics and identified opportunities to enable stores to meet and exceed their financial targets through increased sales or expense savings.
  • Analyzed, created, and supported financial models for Sales, Labor Plan, Bonus and Tips programs.
  • Provided analytical support for the company's long-range strategic plan and overall performance.
  • Provided ad hoc analytical and monthly P&L analysis and presentations to the executive team.
  • Partnered with CFO on ad-hoc projects.
Candidate Info
5
years in
workforce
10
months
at this job
BA
Economics
5

Financial Data Analyst -ajilon Finance Solutions

Reporting to the Assistant Vice President of Data Management, key role in serving both internal and external customers data requirements.

  • Prepared and analyzed data to ensure it is structured for accurate financial reporting
  • Investigated data issues, debugging and troubleshooting within SAS program code while maintaining data integrity and structured programming logic.
  • Worked directly with Equity Methods Customer Relationship Managers and Customers to communicate data needs and issues.
  • Built and managed data processes and Quality Control Procedures and SAS Macros.
  • Mentored new team members.
Candidate Info
19
years in
workforce
1
year
at this job
Computer Science
Business Management
6

Contractor Financial Data Analyst

Maintained accurate procedures and controls for cash forecast.

  • Prepared and published weekly cash disbursement forecast of approximately $200M monthly for GE Energy Products, extracting data from data warehouse.
  • Reconciled and published AP Reconciliation of approximately $400M monthly.
  • Assisted buyers in the resolution of discrepant invoices to maximize cash discount.
  • Trained buyers on unmatched invoices and using AP system.
  • Prepared and published weekly Unmatched Invoice Reports, extracting data from data warehouse and business objects. Ensured all data/metrics are completed in a timely manner.
  • Maintained confidentiality of information and enforced GE policies/procedures and guidelines.
  • Provided support for the Global Sourcing Finance Leaders in completing ad hoc projects (six sigma).
Candidate Info
23
years in
workforce
2
years
at this job
AAS
Accounting
BS
Accounting
7

Senior Financial Data Analyst, Global Finance Systems

Performed liaison role between data warehouse support team and global finance systems and participated in data warehouse utility improvement projects related to Finance.

  • Supported data warehouse management reporting through creation of Business Objects reports and training of end users.
  • Ensured data consistency between data warehouse and Hyperion Essbase by daily monitoring of loads and identification / resolution of issues.
  • Created and maintained Hyperion Analyzer Sales and Orders dashboard reports which provided information to management of performance versus forecast.
  • Ensured financial master data was maintained accurately, timely and consistently in SAP, data warehouse and Hyperion Essbase by reviewing and monitoring key financial data fields and updating as needed.
Candidate Info
14
years in
workforce
8
years
at this job
BA
Child Study
MBA
Master of Business Administration
8

Financial Data Analyst

Member of the Multi Billion private wealth management firm

  • Developed financial models using excel macros and data manipulation techniques. Adjusted the excel based models on a monthly basis to incorporate changes in the political and economic environment and hence the assumptions of the models
  • Used SQL to extract and sort data from the banks data base to create control groups for our statistical analysis and modeling of the investment and ROI patterns of the gulf region
  • Provided support to Banks and Financial institution in modeling their risk with retail and commercial real estate sectors
  • Designed, built and used financial and valuation models including DCF and earnings models to assess individual projects
  • Analyzed potential transactions and investments, including economic benefits, risks, and strategic and financial impacts
  • Increased the ROI of the company by proper valuation methods, correct M&A recommendations and diversification and risk reduction strategies by 5% for 2010 and 8% for 2012
Candidate Info
6
years in
workforce
2
years
at this job
MA
Finance
MS
Finance
9

Financial Data Analyst

Managed and analyzed maintenance and overtime hours to preserve expenditure controls for Navy ships.

  • Monitored, tracked and created Excel based reports on Mission Split Data for Tug Ships.
  • Created monthly reports on ships' spending activities including data for any days, which were spent in excess.
  • Tracked and managed CLF database discrepancies and make recommendations for solutions to errors.
  • Conducted trend analysis for various ship classes.
  • Performed quality assurance on ship databases to ensure that data is reported accurately.
  • Trained team members on data collection and reporting procedures.
Candidate Info
4
years in
workforce
2
years
at this job
BS
Finance
10

Financial Data Analyst

Monitored client trades on a real-time basis to ensure best execution and prevent insider trading through multiple proprietary software/risk/compliance models

  • Reviewed and maintained extensive security master database, providing foundational data for compliance software modules
  • Generated best execution reports for client trades, covering fixed income and equities
  • Served as lead analyst for insider trading reports, utilizing data analysis and trending to detect trading violations
  • Redesigned counterparty risk report to improve risk monitoring controls for clients
Candidate Info
2
years in
workforce
2
years
at this job
BS
Accounting

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