Financial Data Analyst Resume Samples - Page 2

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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.

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11

Financial Data Analyst

Provided accurate and timely financial statement data in Moody's Financial Metrics (MFM) database which is used in analysts' credit analysis and rating publications for investors, issuers and other market participants for a portfolio of 250+ companies in various industries including retail, gaming, telecommunications and media.

  • Performed and verified accounting adjustments in data to ensure accuracy and comparability of companies in portfolio according to Moody's rating methodologies specific to issuers' industries.
  • Analyzed and resolved arising issues pertaining to inaccurate data and inconsistent financial ratios.
  • Tracked and reported errors in MFM database made by outsourced service providers, and make necessary corrections.
  • Participated in various ad-hoc projects to assist process improvements.
Candidate Info
5
years in
workforce
2
years
at this job
BBA
Accounting
12

Senior Financial Data Analyst

  • Acquired, organized, refined, audited and delivered financial data to internal and external clients.
  • Resolved client issues regarding our structured finance software and financial models.
  • Managed a team of outsourcers to assist on the updating of financial models.
  • Worked with Financial Engineers and Modelers to implement process improvements.
  • Utilized macros and SQL to automate processes resulting in cutting monthly project time by over 50%.
Candidate Info
3
years in
workforce
1
year
at this job
C
Certificate
BS
Managerial Economics
13

Financial Data Analyst - Content Collection Specialist

Was responsible for validating and updating financial news on the Bloomberg Terminal, for use by over 300,000 clients worldwide

  • Created macros for the purpose of running logic checks on spreadsheet workflows.
  • Communicated with various data sources and peers to acquire missing data.
  • Constructed and published 2500+ profiles to be used in the profiling function featuring an economic outlook of public and private companies in the United States.
  • Interpreted and procured data points from Financial Statements, Balance Sheets, and Legal Reports.
  • Researched information sources for recent capital market transactions, IPO's, etc.
  • Was responsible for training other analysts on various projects
Candidate Info
4
years in
workforce
8
months
at this job
AS
Business Administration
BS
International Business Management
14

Sr. Financial Data Analyst

Worked with and supported the CEO of SutterSelect and the Sutter Health Controller. Lead Intercompany data integration projects. Wrote and automated reports in Crystal Reports. Designed complex packages in SSIS & SSAS.

  • Built complex dashboards that tracked the 86,000 members of SutterSelect. Performed data integration projects for senior account managers. Wrote complex SQL statements and stored procedures.
  • Built and maintained several Xcelcius dashboards and aided in the migration from SQL Server 2005 to 2008.
  • Designed Finance/Lawson Data Governance solution and SutterSelect's Issue tracking system in SharePoint.
Candidate Info
11
years in
workforce
3
years
at this job
BS
International Studies & Marketing
MA
Emphases
15

Financial Data Analyst

Provided analysis of income statements, balance sheets, and cash flow statements of publicly traded U.S., Greek, Cyprus, and other Balkan based companies.

  • Calculated, interpreted, and analyzed financial ratios.
  • Tracked earnings, dividends, and corporate action information.
  • Performed data quality checks designed to maintain the integrity of reported data.
  • Executed QA tasks on a timely basis to ensure that reports are released per schedule.
  • Performed trend analysis to track changes over time for key audience measures.
  • Instructed American and Greek clients on questions about U.S. and Greek company financial statements, financial practices, capital structures, corporate actions, financial ratios and valuation models on the Bloomberg terminals.
Candidate Info
10
months in
workforce
10
months
at this job
BBA
Business Administration And Int
MA
Business Economics And Marketing
16

Financial Data Analyst

Worked with modeling and development teams to build coverage of over 8,000 securitized deals
mostly backed by mortgages, student loans, credit cards and autos

  • Personally monitored, researched and evaluated monthly performance data for 2,000 deals
  • Interpreted data from trustee reports and undertook extensive research to determine which data to extract and how to implement them
  • Responded to investor queries on issues related to data provided by Moody's
  • Provided support for rating analysts
Candidate Info
7
years in
workforce
2
years
at this job
BS
Management
MS
Real Estate Finance
17

Accounts Control/financial Data Analyst

Processed credit card applications for more than 30 financial institutions with less than 3% error rate

  • Verified and updated customer data
  • Prepared written correspondence to customers regarding status and credit limit changes
  • Performed monthly audits to check for multiple credit applications
  • Blocked & transferred accounts suspected of fraudulent activity
  • Reviewed monthly charge-off statements, reconciled balance sheets and updated credit ratings
  • Audited accounts to ensure compliance as mandated by the US Attorney General, FTC, and SEC
  • Maintained high security standards as required by PCI Standards
Candidate Info
13
years in
workforce
4
years
at this job
BS
Human Services
18

Financial Data Analyst

  • Oversaw vendor reconciliation process generating $300K in new revenue and $10 million in prevented leakage
  • Escalated issues per MSCI procedure to 2nd level IT group
  • Coordinated with global team to resolve technical issues for clients
Candidate Info
2
years in
workforce
11
months
at this job
BS
Management Information Systems
BS
Management Information Systems
19

Financial Data Analyst

Managed and evaluated all data for Claims Compensation Bureau to ensure accuracy and integrity within the SQL databases

  • Increased productivity by identifying, evaluating, and creating solutions to application and software
  • Prepared analysis of financial data and transactions on a case by case basis to make recommendations based on case relevance and return on investment
  • Lead for SAP Business Objects implementation and development of reports specific and relevant for all
  • Conducted return on investment analysis for all current securities and non-securities class action recovery
  • Utilized Microsoft SQL to manage databases and queried databases to fulfill data requests from all levels of the organization
  • Facilitated the [company name] integration of Claims Compensation Bureau by assisting in system and process
Candidate Info
4
years in
workforce
2
years
at this job
BS
Business Administration
MA
Business Administration
20

Financial Data Analyst

  • Researched and reviewed 30,000 corporate actions announcements for US and European securities using XSP database, Bloomberg terminal, Fidelity's Actions Exchange website, FT Interactive Data and other Internet sources. Worked with dividend income, mergers and merger elections.
  • Resolved discrepancies in financial data between multiple data vendors.
  • Set up and updated related securities data for Global Equities and Capital Markets.
  • Handled ad hoc requests between front office users and the Knowledge Management group.
  • Trained new hires on research techniques and implemented protocols for database maintenance.
Candidate Info
4
years in
workforce
1
year
at this job
BA
International Economics & Cultural Affairs

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