financial analyst resume example with 6 years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

Ambitious Senior Financial Analyst with 5+ years of success in financial reporting, analysis and development of accurate dashboards and reports in the IT industry. Well-versed in balancing priorities and meeting deadlines under pressure. Supports monthly cloud budget and forecast process and cost transparency initiatives. Detail-oriented professional that brings strong interpersonal skills to collaborate with departments throughout the organization. Possesses sound knowledge of accounting principles and AWS Cloud services. Advanced proficient in MS Office paired with strong analytical skills to promote cost optimization and organizational success. Currently pursuing certifications in both AWS Practitioner and FinOps Practitioner.

  • Microsoft Office (Word, Excel, PowerPoint)
  • Cost Transparency
  • Budget Support
  • Oracle Financials
  • Cloud Financial Management
  • Data Collection & Research
  • Financial Management
  • Preparing models
  • Forecasting trends
  • Strong organization
  • Account Reconciliation
  • Flexible team player
  • Developing solutions
  • FinOps
  • Apptio software
Work History
02/2022 to Current
Senior Financial Analyst Catalent Pharma Solutions, Inc. Gaithersburg, MD,
  • Provide transparency into IT costs per service or application by maintaining monthly unit cost dashboard in Apptio as well as providing explanations of monthly variances to service/applications owners in Confluence.
  • Support and monitor monthly cloud budget and forecast process
  • Deliver transparency into both on prem and cloud costs as part of Cloud FinOps team.
  • Deliver financial oversight and advice to service owners to improve strategic planning and decisions.
  • Build continuous improvement feedback loops with stakeholders
  • Create financial models and provided ad-hoc financial analysis.
  • Create generalize printer and telephone budget to use when charging back to various branches and corporate offices.
  • Assist in financial planning process to set budgets for IT expense and capital
  • Collaborate with Finance department to complete monthly financial processes such as reconciling prepaid accounts, accruing expenses for IT service contracts or consulting work and preparing monthly recurring journal entries for review.
11/2016 to 02/2022
Financial Analyst Boeing Philadelphia, PA,
  • Helped service owners procure contracts and statements of work based on what is budgeted for quarter or year.
  • Developed and maintained reports and dashboards in Apptio to assist in recommending best course of actions to upper management.
  • Solved financial problems with use of diverse analytical and modeling techniques.
  • Invoice Management: Analyzed all IT/Telecom invoices that are received on a monthly basis to track trends and discrepancies in cost.
  • Reconciled Monthly Prepaid Accounts: Ran Oracle reports monthly to analyze the activity posted to prepaid accounts and upload journal entries needed to keep the prepaid accounts current.
  • Prepared recurring journal entries for review: Created/updated recurring journal entries for IT service/maintenance contracts that are over $12,000 annually and submit to Accounting for review.
  • Purchase Requisition process: Assisted service owners in submitting PO requests to Procurement department through ServiceNow by collecting necessary data such as quotes, budget details and managerial approval.
09/2015 to 05/2016
Financial Analyst Catalent Pharma Solutions, Inc. Chelsea, MA,
  • Collected supporting documents from annual audits, such as Statement of Deferred Charges, Statement of Improvement Authorizations, Statement of General Serial Bonds, Statement of Bond Anticipation notes and Statement of Bonds and Notes Authorized but not issued, for general capital and utilities as well as audit work papers to start the Arbitrage Rebate Analysis process.
  • Engaged with municipality's CFO and Business Administrators to ensure all data and documents needed were available for analysis.
  • Transferred large data from documents into Excel sheets using Monarch Pro program.
  • Retrieved prior year analysis and updated various arbitrage worksheets to correspond with current year findings.
  • Identified and analyzed tax-exempt bonds and/or notes that are issued within current calculation period and any obligations that are existing.
  • Determined whether arbitrage is earned if the gross proceeds of the issue are used to acquire investments that earn a yield substantially higher than the yield on the bonds of the issue.
  • Prepared annual arbitrage rebate analysis reports for municipalities, boards of education and authorities in New Jersey by utilizing Mun-Ease database for rebate calculations and arbitrage yield calculations and Microsoft Excel to prepare expenditure and summary sheets.
  • Calculated and forecasted Debt Service schedules in different scenarios for clients before sale of bonds and/or notes.
  • Prepared Official Statements for clients when issuing bonds or notes.
Expected in 05/2015 to to
Bachelor of Science: Finance
Montclair State University - Montclair, NJ
  • FinOps Foundation member
  • RTBMA - Recognized Technology Business Management Analyst, Apptio
Native or Bilingual

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Resume Overview

School Attended

  • Montclair State University

Job Titles Held:

  • Senior Financial Analyst
  • Financial Analyst
  • Financial Analyst


  • Bachelor of Science

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