Financial Data Analyst Resume Samples - Page 3

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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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21

Financial Data Analyst

Developed and maintained compensations, bonuses for Loan Officers, Managers, and Regional Managers

  • Generated commission statements and provided ad hoc reporting to Managements
  • Prepared monthly profit and loss reports
  • Worked with complex Access queries, reports, tables, and macros
  • Maintained employee compensation information in Access database and Excel spreadsheets
Candidate Info
2
years in
workforce
2
years
at this job
BBA
Accounting
22

Financial Data Analyst

Calculated clients' trading gains and/or losses using standard accounting principles (LIFO/FIFO analysis)

  • Retrieved and imported securities trading data on a monthly basis from multiple custodian platforms such as State Street, BNY Mellon, RBC Investor Services, JPMorgan, etc.
  • Performed steps in Microsoft Excel to clean-up, manipulate and standardize trading data into a format that can be imported into a proprietary database of client information for financial analysis
  • Analyzed and problem solved data issues in Microsoft Excel and conducted research to determine the best course of action to correct the data
  • Communicated with custodians in order to add new accounts and add historical trading data to database for the firm's monitoring clients
  • Utilized Bloomberg's Data Terminal in order to retrieve securities data, stock splits, name changes, and corporate actions that would affect the financial analysis of the trading data
Candidate Info
5
years in
workforce
7
months
at this job
BS
Finance
23

Financial Data Analyst

Performed Bloomberg financial system and analyzed financial data for companies worldwide.

  • Researched and provided vital financial data of 10-K, 10-Q for investment markets.
  • Analyzed and QA Japanese, Chinese financial reports, and converted them into GAAP, enable the information comparable globally.
  • Analyzed M & A, Earnings, and related companies news releases.
  • Prepared pricing, foreign exchange rates to Bloomberg system
  • Provided global customer service in Chinese, Japanese, and English languages.
  • Analysis of company's earnings, restated earning per share in order to match GAAP requirement.
Candidate Info
11
years in
workforce
8
years
at this job
AS
Banking And Wire Transfer
BA
Japanese Literature
MA
Accounting
24

Financial Data Analyst

  • Reviewed and processed hospitals' charges and receipts from the income statement.
  • Discussed discrepancies found on income statement with data mining group.
  • Selected useful variables from 300 thousands customer database to calculate financial data (WACC, PV, etc.).
  • Monitored tables and forms from Excel and Access by using functions such as formula, pivot table, queries, etc. to facilitate
  • Compiled all customers new financial data calculated into Excel to make final decision of hospital Average Collecting Rate.
Candidate Info
9
years in
workforce
4
years
at this job
BS
Business Administration
Civil Engineering
25

Financial Data Analyst

Coordinated pension collection and quality assurance processes

  • Led implementation of new projects, creating templates, assigning tasks, standardizing methods and liaising between leaders in various teams and the data management team
  • Performed capacity analytics, creating metrics in order to identify inefficiencies in workflow allocation
  • Researched and answered queries specific to issues related to Local Governments' pension reporting
  • Configured and adjusted financial and debt issuance data for Water, Sewer and Higher Education entities
  • Analyzed detailed Local Government financial statements for signs of potential financial strain and contingent
  • Analyzed data from annual financial reports for large pension systems in order to attribute pension liability to individual governments within a large pension system
Candidate Info
3
years in
workforce
2
years
at this job
BA
Economics And Philosophy
26

Financial Data Analyst

  • Responsible for the daily processes to support the front-end SharePoint sites through back-end MS Access queries and SQL scripts
  • Performed data extraction from web-based resources and vendor systems to integrate current updates and report production
  • Generated customized templates and reports using MS Excel on capital markets finance and credit risk requirements
  • Analyzed malfunctions occurring in the existing database systems and provided recovery solutions for the data corrupted in the process
  • Efforts led to efficient process improvement and effective implementation
Candidate Info
7
years in
workforce
1
year
at this job
BA
Computer Science
27

Financial Data Analyst

  • Independently managed projects "Economic Impact Analysis of Marathon", analyzed data with Excel to estimate the costs and revenues of hosting sports event.
  • Wrote an in-depth report for local government to facilitate decision making.
  • Performed literature review, gathered and interpreted relevant data and information and finished paper drafting on 3 academic projects with professors.
Candidate Info
4
years in
workforce
7
months
at this job
BS
Finance
MS
Economic Analysis
28

Financial Data Analyst

Determined contractual pricing plans and start dates for customer enrollments.

  • Generated and reviewed billing statements on daily basis.
  • Analyzed sales reports and modified them to help predict future trends.
  • In charge of the tax exemption process for incoming businesses.
  • Developed a process to enroll new clients into the companies mailing system.
Candidate Info
6
years in
workforce
2
years
at this job
BBA
Business And Economics
29

Financial Data Analyst

Maintained timely and accurate capture of financial data for companies within the consumer sector

  • Applied Moody's accounting adjustments to statements for credit analysis and research
  • Assisted with Rating Methodology updates and performed quality testing on the new templates
  • Participated and led outsourcer training sessions
Candidate Info
3
years in
workforce
2
years
at this job
BA
Economics Other Concentrations
MBA
Concentrations
30

Payroll Specialist / Financial Data Analyst

Single-handedly managed all aspects of weekly payroll for entire workforce of 325+ full-time employees and 100+ temp employees, including payment and preparation of weekly, quarterly, and annual payroll taxes, processing garnishments, terminations, and new hires, and preparation of various payroll reports.

  • Maintained dozens of Excel files with sensitive data, including monthly master file that detailed millions of dollars in expenses for the farming operations.
  • Prepared reports and performed data analysis for all departments, including monthly sales report.
  • Prepared monthly journal entries including payroll accrual, revenue reclassification, and inventory adjustments.
Candidate Info
12
years in
workforce
4
years
at this job
BS
Finance

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