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financial analyst resume example with 10+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary
Innovative accounting professional proficient in extracting financial data from various reporting systems and suggesting key operational changes.
Education
Expected in Current to to Bachelor of Science | Finance Mathematics/Actuarial Studies Touro College, New York, NY GPA:
  • 3.74GPA
  • Advanced courses in Finance Management
  • Advanced courses in Financial Statement Analysis
  • Dean\'s Honor List
· “Who\'s Who Among Students in American Colleges” (2015); Second place in Lander Investment Group\'s “Stock Market Challenge” (2012)American Finance Association November 2013 – Present ·
Work History
02/2016 to Current Financial Analyst Bartell Drugs | Stanwood, WA,
  • Identified and investigated variances to financial plans and forecasts by interpreting financial results.
  • Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
  • Proposed and achieved cost savings by reducing product return rates.
  • Assumed ownership of accounting, forecasting and strategic supply planning.
  • Developed annual budgets in collaboration with the financial director.
  • Synthesized financial and budgetary information to solve problems and develop alternative solutions.
  • Managed high volumes of financial activity in a fast-paced, risk-based corporate environment.


08/2013 to 02/2016 Investment Advisor Bmo | Virtual, FL, Worked with investor/broker to uncover and pursue local residential real estate opportunities, producing two late- stage leads in just over a month, one of which was capitalized.
  • Generated leads by networking and utilizing government records to research foreclosures and estate sales.
  • Negotiated with property sellers by mediating between sellers and investor.
  • Evaluated mortgage loan risk based on sound underwriting decisions.




  • 01/2008 to 08/2010 Project Administrator and Solutions Specialist Dial-A-Diaper | City, STATE,
    • Worked to design and execute marketing campaign for retail baby good products.
    • Created and maintained database to track the ordering habits of more than 1100 customers.
    • Managed an automated customer reminder system linked to the database.
    • Developed customer loyalty and new customer initiatives to retain and expand the customer base.
    • Proposed and achieved cost savings by reducing product return rates.
    • Assumed ownership of accounting, forecasting and strategic supply planning.



    Skills
      Microsoft Word, Excel and Access; experience in QuickBooks
    • Budgeting and financial management
    • Financial reporting and analysis
    • Advanced financial analysis
    • MS Excel expert
    • Acquisition due diligence
    • Financial modeling
    • Complex problem solving
    • Highly detail-oriented
    • Member of the Financial Management Association
    • Cash flow analysis
    • Customer relations
    • Fixed assets reporting familiarity
    • Analytical reasoning

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    Resume Overview

    School Attended

    • Touro College

    Job Titles Held:

    • Financial Analyst
    • Investment Advisor
    • Project Administrator and Solutions Specialist

    Degrees

    • Bachelor of Science

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