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Senior Analyst Resume Samples
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6-10 years of experience
Responsible for financial analysis, modeling and equity valuation of 17 U.S. small ($250M) to large-cap ($50B) companies in the industrial machinery and equipment sector covering a diverse mix of end-markets including agriculture, construction, energy, food equipment and material handling.
- Ranked #2 in Thomson Reuters/Starmine’s 2014 Analyst Awards for Excellence in Earnings Estimates Accuracy for Industrial Machinery. Consistently ranked in the top third of analysts by the BB&T institutional sales force. Published regularly in Barron’s, The Wall Street Journal and The NY Times.
- Composed periodic reports including quarterly earnings reviews, strategic/financial analysis of material events (M&A, Analyst Day, Earnings Revisions) and macro-economic commentary.
- Conducted investment due diligence for new company initiations through on-site company visits, interviews with company management and industry experts, competitor analysis and the review of company SEC filings and public earnings calls.
- Organized and led numerous marketing events throughout the year, including non-deal road shows for covered companies, one-on-one Q&A sessions with institutional buy-side clients, factory field trips and an annual Commercial & Industrial conference held in Miami, FL (~75 total public companies attending in 2016) resulting in stronger client relationships and higher trading activity.
0-5 years of experience
- Completed comparative analyses for the Chairman and CEO to present to shareholders at annual shareholder meetings
- Served as lead analyst on team where annual refunds to consumers reduced from $72 M to $13 M
- Presented complex analyses to Finance Senior Management and New York Public Service Commission
- Created consumer gas rates to achieve pre-established revenue targets while balancing usage forecast and cost
- Developed consumer rates to ensure compliance with New York Public Service Commission by filing accurate rates within given deadlines, abiding with the Con Ed tariff, and supplying supporting analyses to address any anticipated questions
0-5 years of experience
- Only analyst who consistently achieved 100% of quarterly bonuses; senior management noted that error rates on projects and reports were at its lowest levels during my tenure
- Analyzed large datasets using Excel pivot tables and managed monthly reporting to 15-20 clients detailing program volume, savings, and performance
- Presented financial analyses to senior management and collaborated with executive team to identify business development initiatives
- Spearheaded recruiting process for new analysts and managed and trained 2 new employees
10+ years of experience
Created monthly sales and share reports to highlight key performance indicators for senior management and brand teams developing marketing strategy and defending market position
- Managed projects and served as primary liaison between client, multiple cross-functional teams, and off-shore support team to ensure clarity of goals, data quality, and adherence to deadlines
- Presented consumer/shopper behavior analyses and fact-based business solutions to clients’ senior management and brand teams to build marketing strategy and tactical defense against competition
- Trained clients and junior team members on software applications, database management, data and analysis interpretation to encourage self-sufficiency in daily data needs
- Clients included: Neutrogena, Kings Hawaiian, Wonderful Pistachios & Almonds, POM Wonderful, Fiji Water, Hansen Beverage, Allergan, Schwarzkopf & Henkel, Leiner, Ruiz Foods, Bimbo Bakeries, Maruchan
0-5 years of experience
Temporarily supported the testing of Lidocaine Hydrochloride in finished product while senior analyst was absent.
- Documented all relevent GMPc testing in laboratory note book.
- Preformed Lidocaine testing using HPLC.
- Reviewed data for submission per [company name] policies.
- Empower software used for processing of HPLC data.
- Operated and maintained Karl Fischer, HPLC and balances.
- Preparation, documentation and maintenance of multi dilution solutions, buffer preparations and Mobile phase.
0-5 years of experience
- Performed disk and memory acquisitions of various devices to include desktops, laptops, servers, and mobile devices using EnCase Enterprise, FTK Imager, and Linux.
- Conducted digital forensics investigations as they related to security incidents identified by the Cyber Analysis Team using EnCase 6 and FTK to determine possible network intrusions, malicious code execution, and data exfiltration.
- Assisted the Coast Guard Investigative Services (CGIS) in several cases as requested during increase in number of pending investigations to include providing expert witness testimony in military grand jury trials.
0-5 years of experience
- Led 6-member analyst team providing prioritization, guidance and support as they conduct analyses for various sourcing events, projects and category strategies.
- Provided skilled and dedicated support and financial analysis to global/regional/national category managers, stakeholders and suppliers in different sourcing events and category strategies for direct categories.
- Assisted cost savings delivery and achieving Procurement targets through new and innovative thinking, strategic sourcing initiatives, research and overall support.
- Followed strategic sourcing process and ensured Procurement team and stakeholders follow Strategic Sourcing methodology.
- Developed, maintained and shared best practices with other regional senior analysts.
- Identified strengths and opportunities for analyst team and support their growth as Procurement professionals.
- Served as a quality check for final analytic deliverables.
- Member of the North America Procurement Leadership Team.
- Direct report to the North America CPO
0-5 years of experience
Quality Control and Compliance analyst
- Manage day to day inventory of customer escalations and disputes
- Develop inventory volume reporting and analytics for senior management with a focus on period over period trending
- Give coaching and feedback to over 50 analysts regarding operational losses, policy and procedures, and any other matter related to analysts’ functions.
- Analyze customer escalations and disputes to identify trends and ensure all policy and procedures are followed
- Create a positive atmosphere for my team, peers, and department as a whole
0-5 years of experience
- Lead Product and Business Analyst managing the full product lifecycle for a project portfolio that encompasses all customer decision-making processes
- Work with stakeholders to outline requirements and translate them into functional and technical specifications. As well as create prototypes and deliver market-leading functionality to our consumer, preferred, and wealth customers
- Implemented Visa Consumer Authentication System capabilities for both debit and credit card customers
- Created consumer authentication testing scenarios to drive UAT testing in order to ensure customer benefit was derived
- Fraud technology presenter at technology expo’s demonstrating the latest capabilities to the CEO and his extended leadership team
6-10 years of experience
- Evaluated and revised existing training programs with an emphasis on content and development of instructional approaches.
- Delivered HRIS training courses to end users at locations throughout the country. Conducted online
- Established and maintained benefits for locations that did not use the third party benefit administrator.
0-5 years of experience
Major contributor to questions and terminology for MoveOn.org’s survey on the politics of admitting Syrian refugees to the United States and the report with strategic messaging circulated to members of Congress in swing states and districts.
- Primary analyst and writer for project on civil justice for Voices for Civil Justice. Highlighted the default language of the tort reform movement that dominates the topic, even among those who support greater access to legal assistance in civil court cases.
- Primary analyst for focus groups with specific demographics to target for campaign to oppose the death penalty.
- Major contributor to questions, terminology and report on focus groups and online survey on Donald Trump for Moveon.org.
- Helped train junior staff and balance workloads among staff.
0-5 years of experience
Senior Analyst/ Board Services
- Performed direct assistance to the Corporate Account Manager and Director of Board Services
- Led day to day operation of matching our executive clientele, to companies ranging from early stage startups to Fortune 500, seeking to obtain professional expertise from high-level executives
- Provided quality company client relation processes- (i.e. follow ups, updating of account information, assistance/troubleshooting)
- Acted as liaison between company employers and executive client candidates by facilitating the introduction and interview process
- Assisted in the placement of numerous executive clientele to coveted Advisory Board and Board of Director positions with company employers
- Collaborated with Corporate Account Manager, COO, and Development team to improve and streamline processes/ operations
- Personally assisted high level executive clientele seeking Advisory Board and formal Board of Director positions
- Provided routine updates to executive clientele via telephone and emai
0-5 years of experience
Promoted to Senior Analyst – analyst responsibilities
- Responsible for cross training local and international analysts
- Team expert in FX/Middle Office activities; implementation of changes across team
- Ensured transactions were executed according to credit risk policies
0-5 years of experience
- Independently performed a complete overhaul of regulatory report form life cycle, including data querying, analysis, and cleaning within first year of employment as the most junior analyst on team.
- Serve as team’s expert in creating macros, automations, and analysis with R, SQL, VBA, and Bloomberg Professional Service.
- Evaluate millions of rows of data observations on a micro and macro level to identify trends and inconsistencies.
- Utilize Tableau data visualization software to present debriefs on statistical analyses and market activity to upper-level management.
- Investigate cross-border security flows data received from banking, non-banking, and other institutions located in all Federal Reserve Districts and overseas.
6-10 years of experience
- Generate increasing revenue for major accounts team (customers whose contracts exceed $100,000 in annual revenue) by interpreting for action RFPs, frequently received by sales group, within a client services structure.
- Configure nearly 30 individualized customer modules, concurrently, based on exact client specifications using OASIS software (over 1,200 configuration options applied).
- Provide support, roadmap analysis, and resolution to clients and end-users for over 200 medical, scientific, and technical engineering organizations.
0-5 years of experience
- Lead Prelude Analyst in charge of system registration workflows and build
- Ensured on-time completion of medical group and hospital specialty Cadence & Prelude build
- Secondary owner of RTE, Welcome and Referrals Build for organization
- Acted as project manager for Corporate Health program discovery and build
- Responsible for adhering to Epic project deadlines
0-5 years of experience
- To lead and present the special projects such as sales performance, production efficiency analysis, product yield
- To create balance scorecard to evaluate the performance of the projects.
- To create and maintain financial model to analyze such as return on investment, cash flow projection and cost analysis.
- To develop ad-hoc reports for executive management team.
0-5 years of experience
- Define, plan, coordinate, and obtain business requirements to support and launch new clinical programs/projects
- Act as interface between internal team, business owner, business users, and external groups to ensure successful communications across all stakeholders
- Coordinate with data analysts and programmers to effectively communicate data requirements and specifications
- Identify project process impacts to ensure operational processes are in place to support execution
- Manage operations and execution of initiatives to ensure feedback is documented and saved in an efficient manner
- Perform Vendor Oversight of Express Scripts Academic Detailing Program and Medicare Part D-Morley Adherence Call Program
- Manage and monitor multiple projects by creating project plans and workflow charts to ensure goal attainment and project completion
- Act as a liaison between corporate business areas to facilitate continuous improvement of projects
- Write contracts, statements of work, and master service agreements for vendors
- Provide clinical and administrative supervision and training of Medicare Part D pharmacy analysts
0-5 years of experience
- This position provides support services to the N2N6I Maritime Domain Awareness (MDA) Branch of the Information Dominance Community (N2N6I) to address MDA capability gaps in support of the Secretary of the Navy to meet requirements as the DoD Executive Agent for MDA (EA for MDA).
- Proactively coordinate with Service, Joint office, federal agency, and interagency/international partners on MDA programs and policy issues, including occasional participation in TELCON Working Groups. Provide engagement, education, training, and awareness of MDA activities that assist N2N6I in effectively articulating the benefits, offerings, and added value of MDA.
- Research, analyze, and prepare policy position papers, briefing slides, information papers, and talking points for N2N6I senior leadership in preparation for counterpart visits and meetings.
- Assist in the development of comprehensive communications products, utilizing all appropriate media delivery techniques to include print, social media, and web based tools
0-5 years of experience
- Work with Senior Financial Analyst to prepare portfolios to help clients find the investors.
- Conduct comprehensive research on industry data to assist the financial analyst with relevant information on the client’s industry.
- Scan newswires to find newsworthy topics
- Setting Appointments with CEOs to be interviewed for publication
0-5 years of experience
- MBS Trader/Senior Analyst for a fixed income hedge fund
- Traded MBS, structured products, futures, and options
- Created statistical arbitrage trading system
- Designed VaR market risk models + managed portfolio risk
- Developed prepayment models
- Re-hedge portfolio exposures
Business Operations Cover Letter Examples
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Senior Analyst
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
