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Financial Analyst Resume Example

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FINANCIAL ANALYST
Professional Summary

Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships. Enthusiastic [Job Title] eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of [Task] and [Task] and training in [Skill]. Motivated to learn, grow and excel in [Industry]. Experienced [Job Title] with over [Number] years of experience in [Industry]. Excellent reputation for resolving problems and improving customer satisfaction.

Skills

  • Financial and operational reporting

  • Adobe software

  • Strategic financial planning

  • GAAP and statutory reporting

Work History
Financial Analyst12/2015 to Current
Company Name – City, State
  • Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Reviewed statistical information to determine financial trends for use in investment planning.
  • Delivered financial oversight and advice to corporate stakeholders to improve strategic planning.
  • Used [Software] to create reports and recommended courses of action to upper management.
  • Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
  • Evaluated competitor data and statistics to develop business investment strategy and drive growth.
  • Managed, tracked and monitored financial updates, watch lists and insurance files.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position.
  • Interacted with contractors, subcontractors and suppliers to guide cost analysis process by establishing and enforcing policies and procedures.
  • Reviewed financial reports and streamlined operations to increase productivity and company profits.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Led meetings with directors to analyze spending and provide financial recommendations.
  • Analyzed projects for capital deployment and helped structure multi-million dollar deals.
  • Calculated commissions for negotiators in excess of $[Amount] per quarter.
  • Performed complex financial and budget analysis to determine budget requirements, improve internal controls and justify requested funding from [Number] departments while managing $[Number] annual budget and supervising [Number] accounts payable clerks.
  • Improved financial status by analyzing results, monitoring variances and recommending actions to [Job title]s.
  • Handled internal and external inquiries and complaints submitted by accounts payable clerk, finance director and other department heads, providing outstanding customer service when resolving issues.
  • Reviewed weekly and monthly budget performance reports, ensuring all departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
  • Researched fixed income alternatives to align with client asset allocation requirements.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Developed and maintained courteous and effective working relationships.
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement.
  • Served customers in a friendly, efficient manner following outlined steps of service.
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Offered friendly and efficient service to all customers, handled challenging situations with ease.
  • Used Microsoft Word and other software tools to create documents and other communications.
Civilian Pay Technician08/2014 to 12/2015
Company Name – City, State
  • Managed payroll data entry and processing for [Number] employees to comply with predetermined company guidelines.
  • Maintained employee privacy and protected payroll operations by keeping all information confidential.
  • Reviewed personnel records to determine names, rates of pay, occupations of new hires and changes in wage rates.
  • Responded to employee questions and requests for information in timely and knowledgeable fashion.
  • Independently maintained [Number]% accuracy in transferring correct data from payroll spreadsheets into [Type] system.
  • Updated employee files with new details such as changes in address or salary levels.
  • Calculated payroll deductions by accurately using [Software] and processed payroll to meet preset requirements.
  • Maintained employee confidence and protected payroll operations by keeping information confidential.
  • Calculated salaries, rate changes, retroactive adjustments, overtime, bonus, vacation, termination and garnishments using [Software] and [Software].
  • Operated 10-key calculators, computers, fax machines, copy machines and other office equipment to produce [Type] and [Type] documents.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
  • Improved [type] through consistent hard work and dedication to [project or department or task or customer].
  • Resolved problems, improved operations and provided exceptional service.
  • Actively listened to customers' requests, confirming full understanding before addressing concerns.
Human Resource Specialist ( Compensation)09/2009 to 08/2014
Company Name – City, State
  • Maximized team knowledge and productivity by effectively training, monitoring and directing employees in application of best practices and regulatory protocols.
  • Administered benefits programs, analyzed compensation and other competitive data and prepared budgets.
  • Handled all issue resolution tasks and delivered technical assistance in use of [Software] system.
  • Provided troubleshooting and technical assistance in use of PeopleAdmin system.
  • Completed human resource operational requirements by scheduling and assigning employees.
  • Partnered with senior leadership to establish and develop corporate and HR policies and procedures.
  • Worked alongside global business leader to deploy new training strategies.
  • Acted as staff member advocate, encouraging and supporting [Job Title]s to identify and resolve conflicts.
  • Coordinated implementation of people-related services, policies and programs through departmental staff.
  • Organized and carried out [Timeframe] status meetings to inform staff of developments, goals and tactics as well as best practices suggestions to drive success.
  • Implemented quality control initiatives to reduce downtime and increase revenue.
  • Improved customer service rankings by quickly resolving issues to improve overall satisfaction.
  • Incorporated employee feedback to improve processes and strategize long-term business plans.
  • Conserved time and improved efficiency by completing special projects through emergency solutions.
  • Analyzed issues and employed improvement processes.
  • Reviewed existing policies and procedures to make recommendations for enhancing work productivity, recruitment, hiring processes and talent management.
  • Contributed to annual performance appraisals by working with supervisors to achieve consistency and compliance with established procedures.
  • Forecasted [Timeframe] business needs while acquiring customer feedback for process improvements.
  • Discovered and resolved complex problems that affected management and business decisions.
  • Completed projects on time and under budget while resolving complex issues for senior leaders.
  • Eliminated process lags with quick processing of [Type], [Type] and [Type] actions.
Human Resource Technician07/2000 to 09/2009
Company Name – City, State
  • Maximized team knowledge and productivity by effectively training, monitoring and directing employees in application of best practices and regulatory protocols.
  • Improved customer service rankings by quickly resolving issues to improve overall satisfaction.
  • Conserved time and improved efficiency by completing special projects through emergency solutions.
  • Completed projects on time and under budget while resolving complex issues for senior leaders.
  • Analyzed issues and employed improvement processes.
  • Contributed to annual performance appraisals by working with supervisors to achieve consistency and compliance with established procedures.
  • Discovered and resolved complex problems that affected management and business decisions.
  • Delivered consultative services and recruited qualified and diversified candidates for employment.
  • Oversaw and managed hiring process and assisted human resources.
  • Acted as staff member advocate, encouraging and supporting [Job Title]s to identify and resolve conflicts.
  • Maintained optimal staffing levels by tracking vacancies and initiating recruitment and interview processes to identify qualified candidates.
  • Completed human resource operational requirements by scheduling and assigning employees.
  • Liaised between management and employees to deliver conflict resolution, alleviate problems and interpret compensation and benefits policies.
  • Interviewed candidates and conducted background checks and verification.
Education
Associate of Science: Culinary Arts05/2017Tarrant County College District- City, State
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Resume Overview

School Attended

  • Tarrant County College District

Job Titles Held:

  • Financial Analyst
  • Civilian Pay Technician
  • Human Resource Specialist ( Compensation)
  • Human Resource Technician

Degrees

  • Associate of Science : Culinary Arts 05/2017

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