financial analyst resume example with 5+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

Strategist with the proven ability to add value through my desire to both learn and improve the company’s operations. My goal is to maximize the firms value by using data analytics to provide all departments with the necessary KPI's they need to be successful.

  • Data analytics
  • Process improvement
  • Financial analysis
  • Data modeling
Work History
04/2018 to Current
Financial Analyst Tenneco Automotive Bad Camberg, DE,
  • Work directly with the CEO and CFO to increase profitability by providing high-level financial analysis to drive decision making.
  • Using data analytics, I added value to the company by developing and presenting strategic financial recommendations to the CFO, which in return, lowered our break-even point and moved our Gross Profit Margin from 30% to 37% in one year.
  • Develop strategies with our BD team to help them achieve personal and organizational KPI’s when interfacing with new and existing customers.
  • Partner with hiring and recruiting managers to develop tactical sourcing strategies that will be most profitable for our firm.
  • Practically improved operational efficiency of the finance department through the implementation of modernized data-management procedures.
  • Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
  • Developed budgets and strategic plans for day-to-day operations.
  • Accounting: Led a team of 2 persons to accurately book the firm’s accounting transactions.
  • Re-designed and manage the payroll process as well as AP and AR controls.
  • Perform all monthly close activity, which includes but is not limited to bank reconciliations, margin analysis and payroll analysis.
  • Finance: Ensure accurate and timely reporting of all monthly financial information including revenue recognition and variance analysis to forecast future performance of the company as well as update upper management on the current health of the firm by highlighting business trends.
  • Recommend action plans to increase revenue and profitability by providing the Sales team with margin analysis for new clients.
  • Create, document and manage departmental KPI’s and objectives.
  • Created multiple financial models, including but not limited to, budget models, P&L models and variance analysis models.
  • Reviewed financial reports and streamlined operations to increase productivity and company profits.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
08/2017 to 04/2018
Staff Accountant Morgan Properties Parkville, MD,
  • Assist in month-end-close and balance sheet reconciliations.
  • Prepare general ledger entries and perform GL reconciliations.
  • Responsible for Cash Receipts and Fixed Asset activity.
  • Prepare and reconcile both A/R and A/P Aging Reports for review by the Controller.
  • Establish and document accounting processes for a team of 4 employees.
  • Automate accounting functions to improve departmental processes.
  • Manage bi-weekly, weekly, and monthly billing cycles.
  • Analyze costs and overruns across all contracts.
  • Took lead role in 2017 audit preparation for both AR and AP.
  • Assisted in the implementation and testing of our upgraded accounting system.
11/2016 to 08/2017
Cost Accountant, Process Improvement Everest National Insurance Company TN, State,
  • Responsible for reconciling cost by cost type to the GL through variance analysis, unbilled analysis, and indirect rate variance analysis.
  • Managed the preparation and submission of 5 Incurred Cost Submissions (ICS) to DCAA, including indirect Schedules A-E, direct cost Schedules G-O, accurately reporting claimed vs.
  • Voluntarily deleted costs, and single vs.
  • Multi-fringe pools.
  • Coordinated information requests between multiple departments: Contracts, Project Controls, Billing, Procurement.
  • Worked with Project Controls to identify and correct billing errors for multiple contracts Accomplishments –,.
  • Decreased ICS preparation time by both proposing and carrying out the implementation of new ideas to higher management.
  • Created an ICS template with embedded pivot tables and multiple Excel formulas, which automated portions of the preparation process and reduced individual labor time from 7 hours to 3 hours.
04/2016 to 11/2016
Accounting Analyst Home Work Solutions, Inc City, STATE,
  • Responsible for booking transactions across multiple accounts within the GL.
  • Generated monthly billing reports, performed bank reconciliations, maintained payroll controls, and initiated bank transfers.
  • Filed and Paid Quarterly Taxes for a large portion of clientele.
  • Maintained records for over 4,000 client’s state and federal tax accounts.
  • Analyzed bank account activity for Payroll Returns and Credit Card Collections.
  • Management: helped manage a team of 2 full- time employees by ensuring payroll reconciliations were done both accurately and timely.
Expected in 06/2019 to to
Bachelor of Science: Business Management of Marketing
Liberty University - Lynchburg, VA
  • Minored in Accounting

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Resume Overview

School Attended

  • Liberty University

Job Titles Held:

  • Financial Analyst
  • Staff Accountant
  • Cost Accountant, Process Improvement
  • Accounting Analyst


  • Bachelor of Science

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