financial analyst resume example with 20+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Enthusiastic financial analyst eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of account reconciliation and accounts payables and training in SAP and Microsoft Excel. Motivated to learn, grow and excel.

  • Accounting | Accruals | Administrative
  • Auditing | Banking
  • Contracts | Client
  • Financial Analyst | Financial Management
  • Insurance | Investment Management
  • Processes | Procurement
  • Quality assurance | Retail
  • Microsoft Office 365: Word, Excel, PowerPoint, Teams
Southwestern Christian College Terrell, TX Expected in Associate of Science (AS) : Business Administration - GPA :
Work History
Safran Group - Financial Analyst
Newport, RI, 08/2008 - 01/2021
  • Conducted reconciliations of accounts, generating and analyzing various financial management reports and premium reports.
  • Performed weekly funding of ~$35m employee/employer contributions to health and protection trust.
  • Completed weekly and monthly funding of ~$25m employee/employer contributions to savings plans.
  • Processed and coordinated annual Pension contribution (~$10m to $200m).
  • Reconciled Savings Plan investment fee accruals.
  • Calculated and coordinated with annuity providers to ensure Group Guaranteed Annuity (Insurance Contracts) monthly reimbursements are reconciled and recorded.
  • Analyzed various financial management reports to prepare and process health and protection invoices for payment via ePD (BP's internal wire system) and bank directives.
  • Conducted three-way match of health and protection invoices before processing for payment to ensure accuracy.
  • Generated and validated various SAPHR reports for preparing health and protection invoices for payment.
  • Managed, tracked and monitored various vendor payments via Excel spreadsheets for spending control.
  • Downloaded and updated over 15 medical provider premium rate reports from various provider systems.
  • Reviewed and validated medical provider participant count summary reports.
  • Examined and processed trustee and investment management fee invoices for BP savings plans.
  • Administered death claims with third party vendor for former BP insured executives.
  • Managed annual Deepwater Horizon Federal & States ~$2b Penalty Payments.
  • Supported Pension, Savings and H&W Financial Analyst by providing various SAP and Provider reports for auditing.
  • Process and coded invoices and other expenses as required and approve in OpenText.
  • Process and code refund checks to bank lockbox.
  • Processed monthly expense report.
  • Assist with gathering data/documents for 1099 reporting.
  • Developed and implemented process improvements.
  • Provided employee data for audit support for Benefits team via Alight’s TBA GUI Production system.
  • Served as coordinator for Group Finance team file migration from Shared Drive to SharePoint.
Airbus Helicopter - Analyst
Chicago, IL, 05/1996 - 08/2008
  • Liaised with offshore team to resolve issues and assisted on retail account processes, as necessary.
  • Provided support to RSA Functional Lead as appropriate to address client concerns and drive process improvements.
  • Performed quality and assurance reviews and monitors work performed by retail sales analyst, ensured appropriate corrections were made to weekly sales reports weekly and monthly.
  • Ensured all accounting documents (weekly sales reports, cash receipts, gasoline deliveries, ancillary invoices, & retail inventory adjustments) were received timely from 460 sites.
  • Researched and resolve complex sales report reconciliation problems. Liaised with Client to address issues raised by site sales managers or field supervisors.
  • Monitored sales information, ensuring missing data was added, as necessary.
  • Monitored retail site inventories on weekly basis; corrected and reported exceptions to Clients.
  • Analyzed cash variation and sales trends weekly; reported exceptions to Client.
  • Monitored customer service calls from Client, ensured timely response on accounting issues.
  • Reviewed & reconciled various accounts; prepared and posted journal entries.
  • Resolved conflicts and introduced resolutions internally and externally.
  • Reviewed and reconciled 30 balance sheet accounts (Excess of $100MM).
  • Coordinated approximately $3MM in Client’s Dealer Security Deposit Fund Program.
  • Coordinated approximately $12MM in Client's Vendor Rebate Program.
  • Developed and implemented process improvements.
Accenture - Compliance Auditor/Clerk
City, STATE, -
  • Managed auditing of expenditures ranging from $100K to $100M for, and compared appropriateness of expenditures to applicable contracts.
  • This assignment covered areas from Deep Waters Gulf of Mexico to Canadian Rockies.
  • Assigned duties required ability to work across functions including Operations, Procurement, Audit, Accounting, Logistics and Corporate Affairs.
  • Maintained compliance records and kept track of any violations.
  • Audited payment and receipt documentation to verify compliance.
  • Communicated audit findings by preparing and disseminating final reports to team lead.

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Resume Overview

School Attended

  • Southwestern Christian College

Job Titles Held:

  • Financial Analyst
  • Analyst
  • Compliance Auditor/Clerk


  • Associate of Science (AS)

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