financial analyst resume example with 9+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Self-motivated, positive outcome-oriented professional with thorough understanding of Financial Planning, Reporting, & Analysis and a strong grasp of Generally Accepted Accounting Principles (GAAP). Utilizing strong analytical and project control skills, I bring accuracy, precision and great attention to detail to all assignments while demonstrating the ability to easily transition and adapt to new procedures, policies, and systems through excellent project leadership and strong verbal & written communication. My background encompasses more than 5 years of experience leading and supporting multifaceted financial operations as well as establishing and maintaining relationships with key stakeholders and clients. Results driven Financial Analyst capable of developing and implementing internal controls that will increase efficiency and enhance accuracy.

  • Microsoft Excel (Formulas, Macros, Pivot Tables, V-Lookup)
  • Microsoft PowerPoint
  • Microsoft Access
  • Microsoft Word
  • Microsoft Outlook
  • Horizon
  • Hyperion (Essbase)
  • SAP (BW, FI/CO, ERP)
  • Deltek
  • Costpoint
  • Cognos
  • BI/BW (business Intelligence/Business Warehouse)
  • Trend and Sensitivity analysis 
  • Project management
  • Excellent attention to detail
  • Knowledge of ERP (Enterprise Resource Planning) software
  • Financial and operational reporting
  • Financial Modeling
  • General Ledger Reconciliation 
  • Invoicing
  • Accrual Accounting
  • Financial Planning & Analysis (FP&A)
  • ​Budgeting
  • Forecasting
Work History
10/2014 to Current Financial Analyst Tenneco Automotive | Chakan, IN,

Currently responsible for managing $26 million overhead budget for Lockheed Martin North Alabama Operations and maintaining a competitive overhead rate for all North Alabama sites.

  • Perform cost and variance analysis to monitor and control expenses within allotted project budgets, to ensure that project design and development activities are in accordance with the allotted budget, and to forecast actual costs and future commitments.
  • Track and report cost center expenses, prepare and implement cost center budgets and forecasts, and coordinate the monthly & quarterly financial reporting of projects to determine forecast accuracy and to provide insightful variance commentary.
  • Manage and maintain financial database for internal and external reporting & analysis throughout the accounting period; create performance & financial reports and presentations for management and customer review; examine financial results with business managers and advise on financial implications of business decisions.
  • Analyze complex financial reports & data to track progress toward financial objectives, to identify risks and opportunities, and to determine the root causes of cost overruns/underruns; support management & senior leadership in developing corrective action strategies to bring closure to outstanding deficiencies or issues, to mitigate future risks, and to drive business operations improvement and cost efficiencies.
  • Reconcile finance & accounting systems and datasets to ensure accurate reporting of invoices and costs being incurred; facilitate and complete month, quarter and year end close procedures.

10/2013 to 10/2014 Financial Control Analyst Mckinsey | Los Angeles, CA,

Performed budget & cost analysis and functioned as financial point of contact for subcontractors and SAIC program management on 4 different task orders.

  • Analyzed and reconciled cash flow, profitability, invoicing, overhead & SG&A costs, costs on hold, subcontracts invoice and prepare commitments and accruals to validate project status.
  • Reviewed budget requests to ensure consistency, accuracy, and adherence to program and governmental instruction; provided guidance on budgeting activities such as availability of funding, effects of budgetary changes and status & use of funds; prepared written and verbal reports to management regarding cost and schedule variances.
  • Monitored organizational & subcontractor purchase orders, open commitments and projected costs in concurrence with historical data to determine trends in spending and to forecast future funding needs.
  • Evaluated and reported detailed financial data in support of project cost/schedule status and presents briefings to SAIC managers and customers as required.

06/2011 to 10/2013 Revenue Tax Compliance Analyst Alabama Department Of Revenue | City, STATE,

Functioned as single point of contact for tax analysis, audits, and compliance duties for Auburn, AL district, consisting of 6 different counties.

  • Utilized accounting principles to evaluate financial records of individuals, companies, organizations or agencies and ensure compliance with federal, state and local tax laws.
  • Prepared transaction tax and income tax returns for monthly, quarterly, and annual filings; completed tax audits to verify accuracy and totality of outstanding liabilities; established and maintained payment plans in order to satisfy delinquent tax debt by means of taxpayer compliance or enforced collections proceedings.
  • Performed trend analysis of expenditures, receipts and bookkeeping practices in order to estimate unreported revenue & taxes and to project future earnings of a company.
Expected in 2014 to to MBA | Finance University of North Alabama, Florence, AL GPA:

Expected in 2010 to to BBA | Finance University of South Alabama, Mobile, AL GPA:

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Resume Overview

School Attended

  • University of North Alabama
  • University of South Alabama

Job Titles Held:

  • Financial Analyst
  • Financial Control Analyst
  • Revenue Tax Compliance Analyst


  • MBA
  • BBA

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