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Financial Analyst 3 Resume Example

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FINANCIAL ANALYST 3
Professional Summary
A highly organized and detailed-oriented professional offering over 15 years' experience in administrative operations with the last five years focused on financial analysis including Pre / Post Awards from federal and state agencies. Offering strong project management and communication skills providing thorough support in developing financial project scopes (budgets, forecast and variances), quantitative/qualitative data analysis, training manuals, and problem solving to assist the organization in achieving its mission. Finance and Data Management Strengths: Financial and data analysis ­ with strong points in planning, forecasting, and quality assurance. Analyzing information regarding operation policies and procedures related to federal and state grants. Managing procurement matters including business contracts. Reliable finance professional with more than 15 years of experience in finance, accounting and administrative support.  Ambitious, detail-oriented Financial Analyst versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments.
Skills
  • Advanced financial analysis
  • Budget analysis expert
  • Financial and operational reporting
  • Data trending
  • General ledger accounting
  • Strategic financial planning
  • Project management
  • Strong organization
  • Expert in customer relations
  • Excellent communication skills
  • Flexible team player
  • Extensive knowledge of Excel and Access software
Work History
Financial Analyst 306/2007 to Current
University of California, Berkeley, Lawrence Hall of Science LHS – Berkeley, CA
    Brought on board to perform a variety of high level financial analytical and administrative duties to merge and make more efficient business practices for three units with over 30 staff.
    Manage multiple projects, from budget preparation to assisting with organizing professional development workshops.
    Finance Member of LHS Finance Team ensuring consistent and efficient budget/financial reporting, processes and monitoring expenses allowable under University policy.
    Perform financial analysis of assigned contracts, manage projected staff hours, contract totals, revenues and profit totals.
    Develop budgets and tracks performance of budgets ­ including processing monthly accruals and other journal entries ­ updating expense reports to reconcile with general ledger.
    Prepare timely and accurate monthly financial reports including variance analysis, ad hoc reports, and other financial modeling support to determine the financial impact.
    Provide Co-Directors with analysis and accounting reports using various University financial systems providing warnings of potential over- or under-spending.
    Oversee federal and state research funds (Pre & Post Award) for unit Principal Investigators ­ implementing department budget allocations.
    Maintain records in the department database to track the status of federal and state awards.
    Close-out terminated funds and coordinate with  Extramural Funds Accounting on close-out process.
    Prepare professional and in-service contracts with outside agencies ensuring proper approvals are collected per University policy.
    Train and assist other team members as needed.
    Operations Management Organize events such as conferences and professional development workshops.
    Including scheduling catering for events, managing travel logistics (air and ground transportation, financial reimbursements, and other related financial and business transactions required to support events including outreach to external and internal constituents).
    Maintain a contact database of constituents, vendors and affiliates to support event planning and execution.
    Oversee and train two staff on day-to-day operations ensuring workload is distributed and completed efficiently.
Developed forecasting tools and dashboards to analyze revenue variance, business pipeline and industry trends.
Led monthly meetings with directors to analyze spending and provide financial recommendations.
Monitored and analyzed financial, statistical and operational data trends.
Created and maintained precise and accurate models, charts and reports.
Consolidated financial data and materials for key leadership meetings.
Created quarterly earning presentations and monthly investor presentations.
Reviewed and analyzed project spending throughout project life cycle.
Identified risks associated with projects, contract approvals and other client accounting issues.
Developed spreadsheet models for diverse projects and analysis.
Research Associate08/1998 to 06/2007
C.A.L. Research – Richmond, CA
  • Managed a variety of program evaluations and needs assessments ranging in size and scope including Drug Court Adult & Juvenile), Substance Abuse Treatment and Prevention, HIV and AIDS Treatment and Prevention, Domestic Violence Intervention, and Youth Programs.
  • Key responsibilities included grant compliance by understanding and applying federal, state and local regulations, policies and procedures; analyzing complex problems; evaluating program objectives, and making recommendations.
  • Conducted formative and summative evaluations, using both quantitative and qualitative methods.
  • Produced graphs, charts, and designed data collection tools (e.g.
  • surveys and questionnaires).
  • Developed and edited project assessment instruments.
  • Oversaw translation of interview and questionnaire materials.
  • Conducted interviews and observations and wrote comprehensive reports.
  • Organized and conducted surveys.
  • Provided technical assistance and training ­ created training guides and materials.
  • Supervised staff; delegated work assignments, and monitored/reviewed quality of work.
  • Provided input on performance appraisal and hiring.
  • Completed grant applications for directors and other key staff.
  • Collected and analyzed data on the effectiveness of programs and projects.
  • Developed a user-friendly web-based data system for in-house program staff and outside stakeholders.
  • Developed and streamlined systems for monitoring and tracking program effectiveness.
  • Wrote summaries, reports and other correspondence regarding community outreach efforts.
  • Led presentations at media events on program successes and progress.
  • Collected HIV risk assessment data and entered findings in a centralized database.
  • Designed client satisfaction surveys, preserving the confidentiality of participants and program information.
  • Coordinated work groups and outreach activities.
  • Drafted and edited correspondence and prepared meeting materials.
  • Prepared expense reports, filed fund disbursement requests and managed credit card and project expense reconciliations.
  • Processed contract agreements for evaluation consultants and other outside vendors.
Administrative Associate05/1996 to 07/1998
Oakland Healthy – Oakland, CA
  • Worked with staff using strong administrative skills providing services to help reduce infant mortality and improve other.
  • pregnancy outcomes by providing case management, care coordination, health education and fatherhood services.
  • Worked with over 10 field staff administering medical and nutritional outreach to the community.
  • Scheduled and screened perspective field staff and coordinated interviews.
  • Assisted Program Director in budget reconciliation and other planning activities.
  • Entered data for reports and responsible for performing data quality control.
  • Assisted in developing personnel training manual.
  • Prepared confidential materials for grievance and other personnel related meetings.
  • Designed brochures and flyers for training and community events.
  • Created, organized and set-up an information center for manuals and other marketing materials.
  • Analyzed departmental documents for appropriate distribution and filing.
  • Managed $240 million prescription drug rebate revenue program forecasting, operations, accounting close and reporting .
  • Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
  • Prepared accurate financial statements at end of the quarter.
  • Provided timely actuals, forecast and budget data for IT and corporate management.
  • Worked with management at the project level to ensure expense plans are achieved.
  • Worked with managers to develop annual expense plan goals.
  • Collected and reported monthly expense variances and explanations.
  • Oversaw daily office operations for staff of [Number] employees.
  • Complied annual recommendations for end of fiscal year budgets.
  • Created company's first employee manual including training and development.
  • Performed accounts receivable duties including invoicing, researching chargebacks, discrepancies and reconciliations.
Second-Class Petty Officer, E-5 Personnelman04/1990 to 04/1994
U.S. Navy, Naval Station Treasure Island – San Francisco, CA
  • Personnelman (Rank
Education
Bachelor of Science: Criminal Justice AdministrationCurrentUniversity of Phoenix- Oakland, CACriminal Justice Administration Credits 111 of 120
Financial Management Certification Supervisory Development University of Phoenix, Oakland: Project Management Certificate: University of California- Berkeley
Accomplishments
  • Received a professional excellence award from the Financial Management Association.
  • Managed a $[Amount] million dollar federal grant and associated contract negotiations.
  • Lowered company costs by [Number]% through accurate financial modeling, budgeting and process improvement.
Certifications
Skills
Accounting, accruals, administrative skills, administrative, Photoshop, ad, benefits, brochures, budget preparation, budgets, budget, charts, conferences, contracts, counseling, customer service, data collection, database, event planning, Finance, financial, financial analysis, Financial Management, financial modeling, financial reporting, Funds, general ledger, Government, Grants, graphs, hiring, logistics, Director, managing, marketing materials, materials, meetings, Access, Excel, Microsoft Office, Outlook, Power Point, Publisher, Word, NSF, Operations Management, organizing, performance appraisal, personnel, policies, processes, profit, Project Management, quality, quality control, Reporting, research, scheduling, SPSS, Supervisory, technical assistance, telephone, training programs, translation, transportation, workshops
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Resume Overview

Companies Worked For:

  • University of California, Berkeley, Lawrence Hall of Science LHS
  • C.A.L. Research
  • Oakland Healthy
  • U.S. Navy, Naval Station Treasure Island

School Attended

  • University of Phoenix
  • University of California

Job Titles Held:

  • Financial Analyst 3
  • Research Associate
  • Administrative Associate
  • Second-Class Petty Officer, E-5 Personnelman

Degrees

  • Bachelor of Science : Criminal Justice Administration Current
    Financial Management Certification Supervisory Development University of Phoenix, Oakland: Project Management Certificate :

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