financial analyst resume example with 3+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.


Computer Skills:

  • SAP, AX, CRM, Excel, Stata, Quickbooks, PowerPoint, Microsoft Word, Microsoft Teams, Outlook.

Other skills:

  • Communication Skills.
  • Time Management.
  • Customer Service.
  • Extensive knowledge of account receivable and account payable.
  • Knowledge of Business Laws.
  • Purchase Orders.
  • Attention to Detail.
  • Creative Problem Solving.
  • Critical Thinking.
05/2023 to Current Financial Analyst Element Solutions Inc. | Norwalk, CT,
  • Analyzed financial data to identify trends, patterns and strategies.
  • Analyzed complex financial information to offer recommendations to management, driving decision-making.
  • Worked cross-functionally with internal departments to align and validate data inputs.
  • Assist in fiscal grant management and is also responsible for managing the general ledger, supporting closing processes, and all other related functions
  • Provide financial oversight of multiple programmatic area
  • Support development of each department’s annual budget (income and expenses) by contract
  • Allocate and track personnel and OTPS expenses to contracts ensuring expenditures are allowable
  • Prepare and submit vouchers and funders reports
  • Develop the budget modifications for grants as needed
  • Prepare budget-to-actual reports for departments by grants in the portfolio and review with senior program staff
  • Analyze the monthly revenue and enter associated journals in the general ledger
  • Reconcile and ensure appropriate recording of accounts receivable per grant
  • Reconcile and ensure appropriate recording of expenditures related to social service programs
  • Support month-end and year-end closing processes
  • Ensured all policies and procedures are being followed as per organizational policy and procedure manuals
  • Supported other fiscal processes (AP, Payroll, Allocations, bank recs), as needed
  • Liaised with funders and respond to their requests
  • Assisted with audits of the contracts and the agency
  • Performed all functions in alignment with CHASI’s Mission, Vision, and Core Values
04/2022 to 11/2022 AR/AP Specialist Aeg Worldwide | Columbus, OH,
  • Supported duties related to daily invoices for accounts payables/receivables (domestic and international transactions)
  • Assisted AR / AP specialist in preparing required assistance in terms of invoicing
  • Communicated to vendors on the required ongoing information, respond to vendors questions
  • Scanned and filed invoices in relevant posted AP transactions
  • Created daily and weekly reports
  • Used accounting software to enter and post accounts receivable documents.
  • Matched orders with invoices and recorded required information.
  • Performed financial calculations for amounts due, freight charges and balances.
  • Assisted the controller in preparing over 100 invoices per day.
  • Communicated with vendors to facilitate smooth transactions that eliminates potential delays on payments.
  • Scanned and filing invoices in relevant posted AP/AR transaction.
    Reconciling documented reports, statements and various transactions.
  • Managed the month-end financial close process.
    Reviewing financial documents to resolve any discrepancies and irregularities.
  • Documented financial transactions
  • Provided training to staff members on proper invoicing processes and procedures.
  • Investigated disputed amounts from customers and resolved any discrepancies accordingly.
02/2022 to 04/2022 Purchasing Representative LTM Tapestry, Inc. | Merrimack, NH, Claire
  • Reviewed sales orders created by our SHI sales team
  • Processed SHI Purchase Orders (POs) with a large number of IT vendors using a variety of ordering methods, such as electronic ordering (EDI/XML).
  • Resolved order issues with SHI Sales.
  • Expedited and followed up with vendors to ensure accurate and timely delivery of purchase orders.
  • Purchased quality merchandise at lowest price and correct amounts.
  • Maintained and reviewed computerized or manual records of purchased items, costs and inventories.
  • Formed and maintained vendor relationships to meet SHI’s performance, efficiency and pricing requirements.
  • Researched past orders to resolve issues and reconcile open PO transactions.
  • Involved in communication and interaction with various internal departments including Inside Sales, Accounting, Hardware, Licensing, Warehouse and our Technical teams.
  • Developed familiarity with our IT vendors and make sourcing decisions to pick best vendor based on performance, pricing and/or availability.
  • Issued quotes and interact with SHI customers
    Created parts and vendors.
  • Reconcile vendor invoices and set up for payments
    Processed invoices promptly after verifying accuracy against purchase orders.
  • Created purchase orders, tracked shipments, and verified invoices for accuracy in accordance with company policies.
04/2019 to 09/2020 Sales Associate and Pharmacy Technician CVS | City, STATE,
  • Teamed with peers, technicians and pharmacists to prioritize and complete orders.
  • Answered telephones to respond to questions or requests.
  • Operated cash register and POS to handle purchases, refunds, and exchanges for customers.
  • Demonstrated exceptional customer service skills, resolving customer complaints efficiently and courteously.
  • Engaged with guests to understand and anticipate customer concerns.
01/2017 to 07/2018 Sales Associate and Cashier Victoria’s Secret | City, STATE,
  • Utilized active listening techniques to identify customer needs and provided appropriate solutions.
  • Maintained up-to-date knowledge of store policies regarding payments, returns, exchanges and security practices.
  • Resolved conflicts arising from incorrect orders or damaged goods promptly and professionally.
Education and Training
Expected in 12/2020 to to Bachelors of Science | Accounting CUNY College of Staten Island, Staten Island, NY, GPA:
  • 3.3/4.0 GPA.
  • Graduated with 150 credits.
  • Minor in Finance.
  • CPA Candidate.
  • Additional Coursework in Financial Modeling, Structured Transactions, Market Analysis, Cost/Managerial Accounting, Auditing, group projects, Taxation, Business Law.
Native/ Bilingual
Full Professional

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Resume Overview

School Attended

  • CUNY College of Staten Island

Job Titles Held:

  • Financial Analyst
  • AR/AP Specialist
  • Purchasing Representative LTM
  • Sales Associate and Pharmacy Technician
  • Sales Associate and Cashier


  • Bachelors of Science

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