business financial analyst resume example with 13+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -

Skilled Financial Manager adept at increasing work process efficiency and profitability through functional and technical analysis. Competencies include corporate development, financial due diligence, and operational excellence.

Bloomberg, SAS, Excel, PowerPoint, Word and other MS Office products
09/2014 to Current
Business/Financial Analyst Aids Healthcare Foundation Lithonia, GA,
  • Finance lead for company's largest (By Revenue) strategic account. Responsible for maintenance and accuracy of of $30M annual P/L.
  • Led effort to recover $200K in annual revenue within first six months in the position.
  • Assist and advise Account Executive on financial and operational matters within the account.
  • Chosen to serve as interim Director of Finance for the company's new consulting practice in October of 2015
  • Added as financial manager for company's largest account (By Revenue) in Canada. Annual P/L of $25M in Revenue in effort to drive improved margin within FY16.
05/2016 to 08/2016
Dean Albert Niemi Fellow Alnylam Pharmaceuticals, Inc. Los Angeles, CA,
  • Selected as inaugural member of the Niemi Fellowship in support of President Bush's Military Service Initiative within the Bush Institute, which is the research arm of the George W.
  • Bush Presidential Center.
  • Serve as assistant program manager for data research project in support of the national summit on veterans issues.
  • Areas of focus: quantifying the veteran ROI, creating a clear transition path for veterans, and creating a Best Practices model of excellence and impact for veteran support organizations.
  • Involves analysis and manipulation of large data sets.
05/2016 to 08/2016
MBA Intern Marriott International Pomona, CA,
  • Responsible for cross functional projects including divisional strategy development, financial modeling and systems implementation for global leader in authentication solutions focused in currency, oil and gas and brand protection.
  • Generated new project cost model for Oil and Gas division in order to ensure target gross margins of 30% were met.
  • Created model for Chief Marketing Officer to identify top 10 target sales opportunities based on geographical regions.
06/2016 to 04/2016
Operations Manager Illinois Tool Works Newark, NJ,
  • Served as Assistant Operations Manager for organization of over 800 personnel by organizing, executing and evaluating training missions for student advisors from the US Army, Air Force, Navy and National Guard; successfully trained over 3,000 personnel in support of the Global War on Terrorism.
  • Managed daily organizational activities through orders production, synchronization of activities across subordinate units and monitored assignments, resulting in 100% success rate for the organization.
  • Conducted project analysis and produced over 500 directives to subordinate units.
  • Increased organizational efficiencies by taking the initiative to create three new tracking systems.
  • Resulted in a streamlined operations process, Created and managed organization's training program for the repeal of the "Don't Ask, Don't Tell" policy, resulting in 100% personnel trained with zero negative incidents.
12/2016 to 05/2016
Team Leader United States Army City, STATE,
  • Earned Leadership Award during US Army Ranger School by demonstrating exemplary military professionalism and proficiency.
  • Selected number 1 enlisted graduate from over 350.
  • Planned and executed team operations in support of Global War on Terrorism; leading over 500 successful training and combat operations.
  • Including over 350 combat missions during 15-month deployment to Iraq).
  • Led up to nine direct-reports in preparation for execution of ground combat operations by training, teaching and mentoring subordinates, resulting in zero casualties and 100% mission success over 15 months.
05/2016 to 07/2016
Institutional Sales, Summer Analyst Morgan Stanley City, STATE,
  • Worked alongside two equity brokers to understand client relationship dynamics, developed and presented investment ideas for presentation to clients.
  • Researched small capitalization companies, by working directly with two institutional equity brokers in the middle market division.
  • Produced databases for client relations management by analyzing and inputting over 200 clients and prospects, allowing equity brokers to quickly and efficiently access client information.
Expected in May 2014
Master of Business Administration: Finance and Strategy
Southern Methodist University, Cox School of Business - Dallas, TX
GPA: Linda and Mitch Hart Ann (Merit) Scholarship Vice President, Veterans in Business Club Member of: Finance Club, Investment Club Dean's Circle

Finance and Strategy Linda and Mitch Hart Ann (Merit) Scholarship

Vice President, Veterans in Business Club

Member of: Finance Club, Investment Club

Dean's Circle

Expected in December 2004
Bachelor of Science: Business Administration Finance and Economics
Trinity University - San Antonio, TX

Business Administration; Double Major in Finance and Economics


Oracle, Bloomberg, Alteryx, Data blending, client relations, databases, financial modeling, functional, Leadership, mentoring, access, Excel, MS Office products, PowerPoint, Word, organizing, personnel, project analysis, research and diligence, strategy development

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Resume Overview

School Attended

  • Southern Methodist University, Cox School of Business
  • Trinity University

Job Titles Held:

  • Business/Financial Analyst
  • Dean Albert Niemi Fellow
  • MBA Intern
  • Operations Manager
  • Team Leader
  • Institutional Sales, Summer Analyst


  • Master of Business Administration
  • Bachelor of Science

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