Financial Analyst Resume Example

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(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary
Achievement-driven Financial Analyst with a demonstrated history of producing accurate and timely reports. Reliable finance professional with more than 21 years of experience in corporate finance and accounting.
    Microsoft Office (Excel, PowerPoint and Word), Microsoft Office 2007, Oracle/Peoplesoft; nVision Report Writing; Adaptive; SQL Server; Timberline, JDE, Mas90; Peachtree; Termite (specific program for the Metals Industry); Maxwell (specific program for Job Costing); ADP Payroll Processing, NDS and Asset Keeper. Familiar with: Microsoft Access and COGNOS
  • Budget analysis expert
  • Strong organization
  • Excellent attention to detail
  • General ledger accounting
  • Flexible team player
  • Financial and operational reporting
Pfeiffer College Misenheimer, NC Expected in May 1996 Bachelor of Science : Accounting - GPA :
  •  3.7 GPA
  • Graduated Cum Laude
  • Peer Professional Tutor, 1995-1996
  • Place 5th in Phi Beta Lambda State Accounting Competition, 1994
Work History
Zazzle - Financial Analyst
Fort Collins, CO, 03/2014 - Current
  • Provide detailed reporting and analysis for all telecom product offerings in the North American region.
  • Work with Product department to understand variances in actual results versus forecast.
  • Present monthly financial product results to Executive team; providing analysis, commentary and detailed reporting.
  • Assist department heads with SG&A forecasts and analysis.
  • Coordinate, lead and track progress on financial data projects.
  • Work closely with data services team to automate processes.
  • Assist product Business Analyst with forecasts and other financial items.
  • Monitored and analyzed financial, statistical and operational data trends.
  • Consolidated financial data and materials for key leadership meetings.
  • Developed, produced and analyzed financial statements by region.

Coca-Cola - Senior Accountant
Austin, TX, 03/2013 - 03/2014
  • Responsible for reconciliation of cash payments at a Global finance level.
  • Monthly meetings with department heads; review expenses and monthly accruals.
  • Evaluated the organization's loan market and recommended improvements.

Arthur J Gallagher & Co. - Controller
Columbus, OH, 05/2009 - 09/2012
  • Annual Revenue $22M Disadvantage Business Entity DBE Company Implemented Accounting processes and controls to ensure accuracy of financial reporting within a small corporation.
  • Prepared financial overview and analysis package to provide financial status to potential investors.
  • Weekly Cash flow projections and analysis.
  • Prepared and implemented compliance program for quarterly fuel tax reporting.
  • Analyzed bid process for more effective bidding process in a competitive specialty market.
  • Contributed to the successful turnaround effort that made the company viable to procure new financing.
  • Prepared monthly analysis of overhead cost trends.
  • Indebt analysis of job costs and reported monthly job gains/losses.
  • Percentage of completion accounting with detailed analysis of Cost in Excess/Billing in Excess.

Dynamic Workforce Solutions - Project Accountant
Idabel, OK, 06/2008 - 02/2009
  • Annual Revenue in excess of $7Billion Publicly Traded Company NYSE (SGR) Reconciled Cost in Excess/Billing in Excess for large Fossil Projects from several software conversions.
  • Developed Cost in Excess /Billing in Excess reconciliation package for quarterly audit reviews.
  • Prepared process and procedures for Work in Process compliance.
  • Traveled to project sites to train Project Accountants to reconcile Cost in Excess /Billing in Excess accounts to comply with SOX and GAAP guidelines.
  • Traveled to project sites to handle emergency client relations.
  • Billed Cash Flow projects with monthly and quarterly true-ups.
  • Analyzed large volumes of data in regards to project revenues and costs.

City Of Onalaska - Senior Financial Consultant/Case Dealer Manager
Onalaska, WI, 04/2007 - 06/2008
  • Review policies and procedures and provide oversight to implement procedures to adhere to audit standards.
  • Prepare and document written procedures to streamline new accounting policies.
  • Reconcile Equipment Dealer Statement for both equipment and parts to equipment and parts inventory.

Precisely - Supervise Senior Staff Accountant, Staff Accountant and Accounts Payable Specialist
Pearl River, NY, 09/2001 - 04/2007
  • Filled Interim Fixed Asset Position.
  • Prepare Flash report to report to parent company.
  • Analyze month end financials for abnormalities in division expenses.
  • Prepare six month rolling cash flow report for equipment purchase Annual Revenue in Excess of $50M Privately held).

Ardagh Group - Financial Director
Rosemont, IL, 2004 - 04/2007
  • Oversee all aspects of accounting department functions and financial reporting for a rapidly growing field welding and machining construction company.
  • Responsible for preparing Balance Sheet, P&L and Cash Flow statement reports along with Consolidation reports on a monthly basis.
  • Prepare quarterly consolidated reports for bank line of credit compliance.
  • Responsible for reconciling over $21 Million in Fixed Assets from Asset Program to Accounting software general ledger.
  • Set up Leasehold Improvement Account when company purchased new property and building structure under a Triple Net Lease.
  • Re-classed all Fixed Assets from one entity to another when the possibility of one of the entities was being considered for sale.
  • Review job bids and packages prior to proposal stage for gross margin and cost structures Review all general ledger activity for accuracy.
  • Prepared detailed job cost analysis by department and task code; Reviewed with field project managers on a weekly basis.
  • Reported summary information to President and Owner for weekly project analysis meeting; worked closely with sales department in providing information for bid accuracy.
  • Instrumental in providing the bank information to secure a $3.5M line of credit.
  • Prepare weekly five-week cash forecast and daily cash position.

Wachs Services, Inc. - Staff Accountant
City, STATE, 09/2001 - 2004
  • Prepared end of month reconciliation of balance sheet accounts, all major expense accounts, prepared financial statements to be reviewed by Chief Financial Officer.
  • Responsible for daily functions in the accounting department these responsibilities included payroll for two companies

Gocom Holdings, LLC - Corporate Accountant
City, STATE, 06/2000 - 09/2001
  • Responsible for monthly intercompany reconciliation of multiple entities and preparation of consolidated financial statements.
  • Prepared financial reporting package including cash flow and variance reports for CFO review and presentation at Board of Director meetings.
  • Maintained and coordinated Debt Renewal.
  • Prepared daily cash position report.
  • Administrated 401K plan at corporate level.
  • Oversaw internal control procedures for Accounts Payable.

Southern Alloy Of America, Inc - Staff Accountant, Credit Analyst
City, STATE, 05/1996 - 09/1999
  • Responsible for all accounting department functions

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Resume Overview

School Attended
  • Pfeiffer College
Job Titles Held:
  • Financial Analyst
  • Senior Accountant
  • Controller
  • Project Accountant
  • Senior Financial Consultant/Case Dealer Manager
  • Supervise Senior Staff Accountant, Staff Accountant and Accounts Payable Specialist
  • Financial Director
  • Staff Accountant
  • Corporate Accountant
  • Staff Accountant, Credit Analyst
  • Bachelor of Science

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