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Financial Analyst Resume Example

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FINANCIAL ANALYST
Experience
07/2015 to Current
Financial AnalystCompany Name － City, State
  • Expense reporting, forecasting, annual planning and ad hoc analysis.
  • Prepare and report monthly financial metrics for web creative, store advertising, and coop.
  • Work with marketing and creative teams to help understand their annual budgets and forecast.
  • Prepare monthly reconciliations and financial analysis reports to finance managers and director.
04/2014 to 07/2015
Electronic Data Interchange AnalystCompany Name － City, State
  • Helped vendors to become EDI compliant with NM and activate vendor/depts daily for EDI.
  • Troubleshoot different transaction issues with purchase orders and advanced shipping notices.
  • Prepare and maintain test data for system issues or updates.
05/2011 to 03/2013
Office ManagerCompany Name － City, State
  • Dental Management Training program (six months).
  • Promoted to office manager and relocated to Dallas, Texas to open a new dental practice.
  • Understand and relay ledger information to employees and patients.
  • Create excel worksheets with gross production and collection numbers monthly.
  • Invoice, reconcile and adjust billings with dozens of insurance companies.
  • Post receipts and EOBs correctly and follow up with insurance companies when necessary.
Education and Training
May 2011
Bachelor of Science: Business Administration FinanceUniversity of Missouri - ColumbiaBusiness Administration Finance
Interests
Volunteer at The Ronald McDonald House Present *True North Shelter volunteer (domestic violence) Fall'09 - Spring'11 *Alpha Chi Omega Finance Assistant Fall '09 - Spring '11 *Alpha Chi Omega Homecoming Liaison Fall '10 *Oversaw separate committees, relayed information from weekly meetings back to 200+ people and organized and recorded budgets *Competitive club gymnast - 1995-2007
Skills
ad, advertising, billings, budgets, EDI, Expense reporting, finance, financial, financial analysis, forecasting, insurance, Leadership, ledger, director, Management Training, marketing, excel, office manager, shipping, Time Management, Troubleshoot
Additional Information
  • ACTIVITIES/ACHIEVEMENTS *Volunteer at The Ronald McDonald House Present *True North Shelter volunteer (domestic violence) Fall'09 - Spring'11 *Alpha Chi Omega Finance Assistant Fall '09 - Spring '11 *Alpha Chi Omega Homecoming Liaison Fall '10 *Oversaw separate committees, relayed information from weekly meetings back to 200+ people and organized and recorded budgets *Competitive club gymnast - 1995-2007
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Resume Overview

School Attended

  • University of Missouri - Columbia

Job Titles Held:

  • Financial Analyst
  • Electronic Data Interchange Analyst
  • Office Manager

Degrees

  • Bachelor of Science : Business Administration Finance

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