Sr Financial Analyst Resume Samples

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Sr Financial Analysts are experienced professionals producing accurate information regarding a company’s profitability and solvency. These senior experts help company management make informed decisions, oversee financial trends, collect and analyze data, and prepare reports. Employers usually select resume samples highlighting assets such as statistics knowledge, analytical thinking, computer proficiency, reporting skills, communication, proven financial forecasting abilities, and business acumen. Most example resumes for Sr Financial Analyst display a Bachelor’s Degree in finance or economics and also a Master’s Degree in a related field.

1

Sr Financial Analyst

Balanced all accounts within Accounts Receivable including all U.S. and Canadian locations and made adjusting journal entries when necessary.

  • Analyzed installment loans and made journal entries to adjust short and long-term principal and interest.
  • Reconciled customer credit card transactions. Average monthly transactions totaled $1 million.
  • Reviewed various general ledger accounts and reconciled when necessary.
  • Participated in monthly sales commission process through journal entries.
  • Provided input from an Accounts Receivable perspective for projection models used to report to executive team.
Candidate Info
19
years in
workforce
9
months
at this job
BBA
Finance
MA
Finance
2

Sr Financial Analyst / SAP FICO Lead

Took on new responsibilities as Cost Accounting analyst after many years in General Accounting. This included inventory control, parts standards, bills of material, routings and cycle counts.

  • Prepared annual repricing and revaluation of the inventory in the new SAP system.
  • Responsible for inventory GL accounts, journal entries and reconciliation of such.
  • Oversaw the annual physical inventory of $34M.
  • Additional responsibilities included project management. Responsible for creation and administering projects/WBS within the engineering function.
Candidate Info
37
years in
workforce
4
years
at this job
BS
Accounting
MBA
Finance
3

Sr Financial Analyst

  • Report and analyze results, trends, ratios, budgets and forecasts
  • Optimizing the use of systems to produce value-added financial reports/information
  • Provide timely and accurate financial analytical support and information to the select CGI business unit both as regularly scheduled and in response to ad hoc requests
  • Perform detailed reporting and analyses of monthly financial information to include revenue and cost variances and trend analysis
  • Support project reviews, opportunity and delivery review meetings as well as ongoing audits with accurate financial data and value added financial analyses
Candidate Info
10
years in
workforce
4
years
at this job
BS
Finance
4

Sr Financial Analyst - RUM

Preparation and creation of AppAssure global commission plans - quarterly, semi-annual and annual.

  • Management and Calculation of monthly, quarterly and semi-annual global sales compensation.
  • Report creation and analysis for revenue and sales metrics.
  • Weekly revenue reconciliation and analysis.
  • Management of weekly AppAssure salary increase process.
  • Management of AppAssure sales promotions.
  • Creation of sales opportunities during reconciliation or refund process in SalesForce.
  • Management of reconciliation process for non-AppAssure invoiced opportunities for sales, financial and operational needs.
Candidate Info
17
years in
workforce
4
years
at this job
BA
Accountancy
MS
Accountancy
5

SR Financial Analyst

  • Forecast, analyze and justify acquisition and customer management campaigns. Model a wide array of campaigns/ products requiring building assumptions
  • Produce and track reports and analytic packages to inform senior management of current portfolio trends, performance and determine areas for improvement that lead to income growth
  • Perform model validations and review documentation to ensure compliance to auditing requirements
  • Provide expense justifications for investments, determine the fair market value of portfolios and evaluate portfolios impairment
Candidate Info
11
years in
workforce
2
years
at this job
BS
Business Administration
6

Sr Financial Analyst

  • Maintain cost models to support manufacturing and analyzes actual costs to compare to models
  • Gather, analyze, and prepare and summarizes recommendations for financial plans and operating forecasts
  • Prepare and process month-end close related journal entries including detailed analysis to ensure accruals are appropriately stated
  • Review and provide variance for R&D
  • Support in preparation of monthly, quarterly and annual consolidated financial statements and management reporting in accordance with company policies and U.S. GAAP
  • Provide gross margin analysis, review COGS and Deferred Revenue recognition
  • Support and participate in accounting projects in regards to costs, inventory and spending.
  • Review and manage CapEx, including Asset capitalization
  • Prepare monthly and/or quarterly Balance Sheet reconciliations and related analysis
  • Interact with external auditor and involve in SOX testing
Candidate Info
13
years in
workforce
8
months
at this job
BS
Accounting
MBA
Technology Engineering Management
7

Sr Financial Analyst

  • Perform duties of Interim Trouble Supplier Warehouse Controller. Review and approve cases and uses of the warehouse in daily operations. Review and approve all expenditures related to use of the warehouse and coordinate shipping and receiving error resolutions. Lead and coordinate yearly Annual Physical Inventory (API) for warehouse. Review and approve sale of excess and disposal of scrap material.
  • Created financial models used in evaluating the financial health of GM’s supply base and assigning a Financial Risk Rating (FRR) to their suppliers, which is a key metric used in determination the ability of the buyer to source business with suppliers.
  • Subject Matter Expert (SME) for SRM Team in performing financial and risk analysis on the client’s suppliers.
  • Meet with non-sourceable suppliers to determine next steps or corrective actions to be taken to improve their ability to meet the needs of GM’s and become sourceable.
  • Original project assignment was to facilitate payment and other issues with client’s supply base. Primary responsibilities changed to performing FRR analysis and recommendations on a permanent basis during project implementation.
  • Created desk procedures and training materials used to train the SRM Team in evaluating the suppliers’ financial health and ability to receive new business.
  • Created desk procedures for preparing the Comprehensive Logistics International (CLI) monthly Troubled Supplier (TS) inventory report.
Candidate Info
25
years in
workforce
7
years
at this job
BA
Accounting
MBA
Mba - Finance

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