financial analyst resume example with 14+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - : - -
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Microsoft Office (Word, Excel, PowerPoint, and Access); Microsoft Outlook; ProSystem fx Engagement; CCH Tax Software; SAP; DBXi; Corptax; Oracle HFM
03/2013 to Present
Financial Analyst Breakthru Beverage Group Fairfax, VA,
  • Tax Credit Investments Track and reconcile annual Provision to Return and Tax Basis Balances with Corporation Tax.
  • Handle daily accounting business activities, monthly close process, monthly and quarterly profit reporting, quarterly account reconciliation, variance analysis of the Balance Sheet and Income Statement in addition to assisting in SOX Compliance procedures.
  • Work internally with the Tax Credit Investment Financial Analyst performing monthly and annual close and the Corporation's Tax Analysts to ensure entries are properly recorded.
  • Collaborate with TCI's Asset Management group to ensure adjustments are properly reflected in the Asset Management database.
  • Work with Corporation Tax on special projects and improving reconciliation and reporting processes.
  • Assist Corporation Tax and Tax Legal Counsel in preparing FIN 48/ASC 740 reserves on a quarterly basis.
  • Process payments, cash receipts, and perform vendor approvals.
  • Document and/or update accounting procedures and identify internal controls in preparation for Corporation's Audit.
  • Begin with life cycle of investment properties and conclude with sale of interests.
01/2011 to 01/2013
Research and Development Tax Consultant Evergy Spearville, KS,
  • Provided R&D tax credit consulting to multiple fortune 500 companies in the semiconductor, software, entertainment and social gaming industries.
  • Performed calculations based on Section 41 of the IRS to maximize clients' potential federal and state benefits.
  • Researched and composed technical documentation to support R&D credit claim.
  • Utilized leadership skills to train and mentor Staff Consultants and Interns.
  • Reviewed Staff Consultant and Intern's work.
  • Project Management.
01/2009 to 01/2011
Tax Accountant Airbus Helicopter Rosslyn, VA,
  • Prepared individual, partnership, corporate, and trust returns for 150-200 clients.
  • Generated balance sheets and income statements.
  • Utilized strong leadership skills to train and mentor new Accountants and Interns.
  • Involved in reviews/audits for multiple businesses and non-profit organizations.
01/2008 to 01/2009
Accounting Financial Analyst American Modern Insurance Group Phoenix, AZ,
  • Recorded and analyzed revenues, and calculated monthly variances.
  • Utilized SAP to generate reports to the Business Unit.
  • Reconciled account receivables related to oil/gas mergers and lease agreements.
  • Involved in coordinating charity and fundraiser events, and allocated funds to stay within budget guidelines.
  • Trained and mentored Interns and new Accounting Financial Analysts.
  • Served as an active member of the Chevron Diversity Council.
01/1 to 08/2007
Land and Ownership Representative Intern CHEVRON CORPORATION City, STATE,
  • Determined ownership in producing properties, resolved title discrepancies and established data in systems so that revenue could be paid to correct owners of record.
  • Analyzed and updated databases to reflect changes in ownership for owning parties.
  • Generated invoices for lease rentals, minimum royalty and shut-in royalty obligations.
01/2006 to 01/2007
  • Prepared individual and partnership tax returns.
  • Prepared tax equalizations for individuals working in Mexico.
  • Involved in audits for business and non-profit organizations.
Certified Public Accountant - In Process
Expected in December 2015 to to
Master of Business Administration (M.B.A):
GOLDEN GATE UNIVERSITY - San Francisco, California
Expected in December 2007 to to
Bachelor of Business Administration: Accounting Finance
GPA: Graduated Cum Laude
Accounting Finance Graduated Cum Laude
Bilingual in Spanish/English
Professional Affiliations
California Society of Certified Public Accountants, Member, 2011- Present Texas Society of Certified Public Accountants, Member, 2009- Present Chevron's XYZ Network, Member, 2013- Present Chevron's SOMOS Network, Member, 2013- Present Deloitte's Hispanic/Latino Employee Network, Professional Development Chair Member, 2011- 2013 Accounting Society, Vice President 2005-2006; Member, 2004- 2007 Beta Alpha Psi National Honor Organization, Member, 2004- 2007 1
Account Reconciliation, Accounting, Asset Management, attention to detail, Balance Sheet, balance sheets, benefits, budget, cash receipts, Consultant, consulting, Council, Certified Public Accountant, Credit, clients, databases, database, English, Financial, Financial Analysis, Financial Analyst, funds, Investments, Leadership, leadership skills, Legal, mentor, mergers, Access, Excel, Microsoft Office, Microsoft Outlook, PowerPoint, Word, oil, Oracle, organizational, processes, producing, profit, Project Management, rapport, reporting, SAP, SOX Compliance, Spanish, Tax, tax returns, technical documentation, time management, variance analysis

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School Attended


Job Titles Held:

  • Financial Analyst
  • Research and Development Tax Consultant
  • Tax Accountant
  • Accounting Financial Analyst
  • Land and Ownership Representative Intern
  • Tax Intern


  • Master of Business Administration (M.B.A)
  • Bachelor of Business Administration

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