financial analyst resume example with 7+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Highly-motivated financial analyst with nearly eight years of experience in credit and financial analysis. My professional background has allowed me to nurture and improve my analytical and problem-solving skills. I have an endless sense of curiosity which drives my desire for continued learning and to seek out new challenges.

  • Advanced financial and credit analysis
  • Detail-oriented research and reporting skills
  • Excellent communication and writing skills
  • Strong organization and efficient multi-tasking skills
  • Expertise with Microsoft Office: Word, Excel, Powerpoint; and Adobe software
  • Extensive knowledge of Salesforce; Sharepoint; Oracle Business Intelligence and Oracle ERP; RightAngle; and S&P CapIQ
  • Fluent in English, Chinese (Mandarin), and intermediate Spanish and basic Japanese
  • GAAP and statutory reporting
  • Financial statements expertise
Work History
Financial Analyst, 04/2019 - Current
Safran Group Twinsburg, OH,
  • Analyzed and monitored statistical data trends
  • Delivered financial oversight and advice to corporate stakeholders to improve strategic planning
  • Presented oral and written reports on general economic trends and industry trends, individual corporations, and
  • Completed thorough research into volatile commodity market and reported on relevant trends
  • Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs
  • Handled internal and external inquiries and complaints submitted by accounts payable clerk, finance director and other department heads, providing outstanding customer service when resolving issues
  • Developed, produced and analyzed financial statements by region
  • Identified risks associated with projects, contract approvals and other client accounting issues
  • Performed calculations and statistical analysis on [Data type]
  • Created and maintained precise and accurate models, charts and reports
  • Managed, tracked and monitored financial updates, watch lists
  • Improved emergency resolution processes to save time
Rating Analyst, 01/2016 - 03/2019
S&P Global Chicago, IL,
  • Efficiently processed an average of four credit issues per week while performing a comprehensive analysis of each issue
  • Concisely and effectively presented credit recommendations to rating committee with thorough research and detailed analysis to support each rating assignment
  • Published reports on each credit rating assigned, providing comprehensive rationale supporting analysis
  • Maintained strong customer relationships through excellent communication and by being knowledgable and responsive
  • Effectively communicated with officials/financial advisors of the credit issue to gather relevant and necessary information about the entity’s financial and management policies
  • Thoroughly assessed fiscal and economic status of each entity by analyzing and understanding relevant financial information such as audits, Preliminary Official Statements, debt schedules, income and wealth indicators, budgets, etc
  • Passed the USPF Advanced Criteria exam
  • Facilitated training and problem-solving sessions to identify process issues, and develop procedures for more efficient operations and smoother workflowMeticulously managed and archived quality documentation
  • Successfully prioritized daily/weekly tasks in order to accurately gauge workload, and maintain open lines of communication with team members to either ask for or provide assistance
Credit Analyst, 06/2014 - 12/2015
First Horizon National Corp. Lavergne, TN,
  • Thoroughly conducted analysis of customer information such as financial statements to determine level of risk involved for extending credit
  • Accessed credit records to evaluate customer histories and gathered loan documentation for underwriting
  • Consistently achieved and/or surpassed monthly goals of applications and documents reviewedwhile maintaining a low Quality Assurance rate
  • Gathered and utilized appropriate resources to thoroughly research and validate documents provided such as bank statements, credit reports, tax returns, leases, etc
  • Quickly identified missing and/or necessary information in order to concisely relay requirements to the appropriate department
  • Carefully reviewed documents for any indicators of fraud or erratic data
  • Assisted with the fraud project, Fraudlinks, by reviewing accounts and giving input to help with the efficiency and accuracy of the process
  • Volunteered to help with various projects, such as closing audits, and provided helpful suggestionsto make the process more seamless and efficient
  • Effectively balanced multiple responsibilities and tasks of processing credit applications as well as closing accounts
  • Engaged with new hires by answering questions and helping them integrate into the company culture
  • Successfully worked in tandem with sales team and customers to negotiate payments and verify account reconciliations
Customer Relations Advisor, 08/2011 - 10/2012
Gap Inc. Direct City, STATE,
  • Liaised with sales, marketing,n and management teams to develop solutions and accomplish shared objectives
  • Performed data entry with Salesforce to record call notes, suggestions and questions
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates
  • Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes
  • Provided primary customer support to internal and external customers in fast-paced environment
  • Followed up with customers about resolved issues and completed [Action] and [Action] to maintain high standards of customer service
  • Recommended, selected and helped locate and obtain out-of-stock product based on customer requests
  • Maintained up-to-date knowledge of product and service changes
  • Assisted customers by listening closely, finding solutions to problems and making recommendations based on extensive product knowledge
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
  • Directed incoming calls to internal personnel and departments, routing to best-qualified entity to respond to callers' needs
  • Communicated accurate information about promotions, customer programs and products, providing exceptional customer service and driving retention
  • • Documented complaints and comments from customers and retail stores for potential marketingstrategies.• Analyzed gathered data to predict and recognize trends in the market.• Developed Microsoft Excel spreadsheets and charts based on store policy data to analyze customerrelation trends.• Advised retail staff and customers regarding company policy and regulations
Bachelor of Science: Accounting, Expected in 04/2011
University of Cincinnati - Cincinnati, OH
Status -

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • University of Cincinnati

Job Titles Held:

  • Financial Analyst
  • Rating Analyst
  • Credit Analyst
  • Customer Relations Advisor


  • Bachelor of Science

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: