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Financial Analyst Resume Example

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JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in variance analysis, budgeting and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Skills
  • Proficient at SAP, SAP BW, CCH Tax Software, CCH Engagement, Quick Books, Microsoft Word, Excel, PowerPoint, and Outlook
  • Adobe software
  • Financial and Operational Reporting
  • Audit Coordination
  • Analyzing Performance
  • Variance Analysis
  • Fluent in Portuguese and Spanish
Work History
12/2017 to Current Financial Analyst Advantage Solutions | Royal Oak, MI,
  • Implementation of Blackline (BSR platform)- assisted with the development and customization of Blackline to suit the needs of Infineum, coordinated trainings for US/LA colleagues, and currently considered the power user and point of contact for US and LA affiliates.
  • 2017 US PWC BS Audit- US coordinator, worked cross-functionally to gather information for audit requests, demonstrated the ability to be flexible by successfully adjusting work schedule to accommodate evening discussions with PWC Singapore.
  • Supporting the LA affiliates- Supported two roles while colleague was out on medical leave, showed the ability to multi-task and perform both roles effectively.
  • Simplification of LA accountant role- Simplified monthly reporting by the utilization of BW reports and pivots, initiated the transfer of daily work tasks to the Colombian accounting contractor, provided extensive training to complete the transition.
  • Support the Finance Manager with monthly balance sheet reviews and reconciliations.
  • Carry out month-end and year-end Financial close activities- Utilization of SAP transactions to make financial entries, coordinating with contacts within Finance and other Business functions to ensure that complete and accurate information is received in time for the close, and applying accounting analysis and judgement as needed to support the close.
  • Support the US's Trade Compliance activities related to Imports Compliance and Free Trade Agreements.
  • BCI Investigator- Investigated, reported and recommended remedial actions for 2 Business Control Incidents (Supply Chain/Procurement Incidents).
  • 2019 US/LA Finance Self-Assessment Coordinator- coordinated with the US/LA finance team with the completion of the corresponding audit tests and providing the audit team with all supporting documents.
  • The self-assessment was completed on time and accurately.
04/2014 to 12/2017 Business Reporting Analyst American Title Inc | Santa Ana, CA,
  • Supported senior leaders by preparing and publishing monthly functional fixed cost reports, provided analytical details and commentary.
  • Provided leaders with monthly financial results by function/segment including Volume, Margin, and Revenue.
  • Provided internal clients CMC for new products (Product Commercialization) or products to be manufactured at additional Infineum Plants.
  • Worked closely with HR and Functional leaders to review and track Global Headcount/ Colleague movements.
  • Prepared summarized and detailed monthly variable margin reports.
  • Worked closely with the SAP BI team to simplify margin reports by utilizing updated BW queries.
  • Supported Business users in their use of self-help tools and when appropriate provided data and interpretation Worked with the Business reporting advisor group to train and support business leaders on the use of new reporting tools and analysis.
  • Prepared self-help tools and ensured they remained accurate, fit for purpose, correctly used and enable low effort analysis.
  • Provided support to dedicated business advisor in extracting and reporting data not covered by self-help tools.
12/2009 to 04/2014 Accountant Amica Mutual Insurance | Denver, CO,
  • Facilitate Infineum's Duty Drawback Program and filings, while analyzing the process for efficiencies and solutions to minimize costs.
  • Participated in a vendor payables automation project which allows the company to process payables more efficiently with the use of SAP.
  • Responsible for Infineum USA LP/INC Taxes- Perform the calculation and filings for NJ Sales and Use Tax, 720V Federal Excise Tax, NJ Gross Receipts Tax, and accrue for annual Income Taxes.
  • Contributed to a NJ Sales and Use Tax Reverse Tax Project, which we analyzed previous returns and filed voluntary disclosures to recover erroneous tax paid.
  • Involved with the company's monthly financial close, which I established the use of the 2 journal voucher upload programs.
  • This makes the posting/month-end close process more efficient.
  • Participated in the simplification on the annual calculation and filing of the R&D Tax Credit.
  • Responsible for the Stewardship of LBTC and Bayway Property Tax, Toller's and Warehouse Inventory Tax, and Railcar tax.
  • Achievements.
  • Cum Laude Honors.
  • Dean's Li st.
Education
Expected in 05/2009 Bachelor of Science | Accounting, Mathematics William Paterson University of New Jersey, Wayne, NJ GPA:

GPA: 3.5/4.0

  • Graduated cum laude
  • Member of Alpha Phi Delta Fraternity
  • Dean's List

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Resume Overview

School Attended
  • William Paterson University of New Jersey
Job Titles Held:
  • Financial Analyst
  • Business Reporting Analyst
  • Accountant
Degrees
  • Bachelor of Science