financial analyst resume example with 3+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :

Influential Financial Analyst committed to developing and implementing robust policies, procedures and processes that align with business objectives and promote strategic initiatives. Successful career cultivating cross-functional relationships and methods to improve financial results. Excellent record identifying risk and opportunities for investment.

  • Research and Data Analysis
  • General ledger journal entry
  • Due diligence
  • Monitoring expenditures
  • Underwriting process expertise
  • Financial analysis
  • Income verification
  • File documentation
  • Mortgage loan order acquisition
  • Court appointed mediation
  • Traditional marketing
  • Experienced buyers' agent
  • Short Sale Foreclosure Resource (SFR)
  • Accredited Short Sale and Foreclosure Resource
  • Exemptions expertise
  • Tax law
  • Benefits documentation
  • Tax liability management
  • Valuations and estimations
  • Research and Data Analysis
  • Strategic acquisitions support
  • Deposit processing
  • Operating procedures
  • Customer service and support
  • Reporting and auditing
  • Teller training
  • MS Office
  • Troubleshooting
  • Critical thinking
  • Maintenance & Repair
  • Data management
  • Training & Development
  • Problem resolution
Financial Analyst, 04/2016 - 07/2017
Abm Shreveport, LA,
  • Processed rebates of energy efficient products customers have purchased Prepared financial reports, charts, tables, and other exhibits as requested Collaborated in a group of 10 people to provide and analyzed current/past financial data
  • Analyzed financial data to identify trends, patterns and strategies.
  • Compiled analytical data into reports.
  • Monitored and analyzed key performance indicators and financial ratios.
  • Assessed budgetary performance to reduce expenses and address losses and discrepancies.
  • Determined and tracked budget expenses with accuracy and transparency.
  • Identified process inefficiencies and recommended improvements.
  • Created PowerPoint presentations to illustrate business performance against goals.
  • Executed and reported variance and gap analysis.
  • Extracted data from reporting systems to implement operational changes.
  • Researched and analyzed data trends and recommended client strategies.
  • Audited financial processes quarterly.
  • Created performance benchmarks to monitor and evaluate organizational achievements.
  • Modeled, planned and executed financial processes.
  • Streamlined cost analysis by creating and implementing new policies and procedures.
  • Evaluated financial information to assess budget requirements.
Real Estate Consultant, 08/2017 - 06/2018
Jones Lange Lasalle Inc. Cayey, PR,
  • Negotiated property prices for my clients based on my knowledge and expertise of the housing market Cooperated with lenders and escrow companies to ensure all terms and conditions are met Committed in educating my clients with all aspects of the housing market
  • Conferred closely with clients to understand needs and financial means related to planned property purchases.
  • Cultivated strong client connections, building trust to foster loyalty and long-term business connections.
  • Drafted and reviewed contracts, purchase agreements, deeds and leases.
  • Helped investors and direct buyers make appropriate decisions based on relevant information.
  • Prospected for new commercial and residential real estate deals.
  • Steered real estate negotiations to serve client interests and achieve favorable terms.
  • Offered expertise in profit optimization strategies such as deferring maintenance and repairs.
  • Played integral role in sales process by effectively leveraging property and proposals expertise.
  • Facilitated team operations through effective technical support and troubleshooting.
  • Compared properties with similar, recently sold properties in neighboring areas to determine comparative market price.
  • Applied various methods to build client base, including networking, email, and social media.
Tax Preparer, 12/2018 - 05/2019
Jackson Hewitt Usa ● Yulee, FL,
  • Created invoices, adjusted entries, and performed bank reconciliations in QuickBooks and Quicken Assembled and analyzed financial information using knowledge of federal, state, and local tax codes Completed tax forms in accordance and compliance with IRS regulations of the latest tax laws
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Produced US and state income, gift tax and estate tax returns for individuals.
  • Liaised between clients and tax authorities such as IRS representatives.
  • Produced work papers and lead sheets, tax projects and payment estimations.
  • Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Mortgage Processing Specialist, 08/2019 - 08/2020
Sherpa Davidson, NC,
  • Prepared and processed Home Equity Line of Credit payoff (HELOC) and Mortgage Payoff for clients Maintained databases of client and third-party referral to credit and equity loans Updated and report credit information in order to verify the terms and conditions
  • Transferred written information into databases to maintain consistent, accurate client records and project details.
  • Answered incoming phone calls and directed callers to appropriate departments and personnel.
  • Obtained scanned records and uploaded into company databases.
  • Volunteered to assist with special office projects, successfully completing tasks prior to deadlines.
  • Translated written documentation and notes into emails and other types of correspondence.
  • Maintained detailed logs of finished and in-progress data entry projects to identify areas of improvement and increase productivity.
  • Compiled statistical information for special reports.
  • Discussed project scope and objectives with supervisors to understand particular data needs and develop input guidelines maximizing database impact while excluding irrelevant data.
  • Prepared payroll documentation by entering data into cumulative payroll document.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Laboratory Technician, 02/2021 - 11/2021
Nutrien Ltd. Kinsley, KS,
  • Gathered biological samples for laboratory tests.
  • Collected, labeled and stored lab samples according to laboratory specifications.
  • Supervised cleaning and maintenance of laboratory equipment to prevent errors and breakdowns.
  • Handled administrative tasks for laboratory staff and overall operations.
  • Developed specific methods for more difficult and critical tests for special applications.
  • Prepared project files for compliance with operating procedures.
  • Prepared test samples and obtained and recorded test data in accordance with standards.
  • Assisted and instructed other laboratory technicians.
  • Communicated with outside parties and laboratory management regarding test results.
  • Completed lab tests and communicated results to supervising staff.
  • Maintained, calibrated and troubleshot pH probes, EC meters, balances, automatic pipettes and diluters.
Education and Training
Bachelor of Business Administration: Finance and Economics, Financial Analyst, Expected in 05/2018
University of Massachusetts Amherst - Amherst, MA
Status - GPA: 3.3

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Resume Overview

School Attended

  • University of Massachusetts Amherst

Job Titles Held:

  • Financial Analyst
  • Real Estate Consultant
  • Tax Preparer
  • Mortgage Processing Specialist
  • Laboratory Technician


  • Bachelor of Business Administration

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