LiveCareer-Resume

financial analyst ii resume example with 12+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

Accomplished [Financial Analyst II] successful at evaluating and distilling complex financial data. Excels at cultivating and maintaining strong client relationships. Stays current on developments across multiple industries to best serve clients with fresh, accurate and relevant information about potential impacts on finances. Accomplished Financial Analyst II successful at evaluating and distilling complex financial data. Excels at cultivating and maintaining strong client relationships. Stays current on developments across multiple industries to best serve clients with fresh, accurate and relevant information about potential impacts on finances.

Skills
  • Financial oversight
Education and Training
Northeastern University Boston, MA Expected in 06/1999 Bachelor of Science : Accounting - GPA :
Experience
Usaa - Financial Analyst II
Euless, TX, 07/2012 - Current

Position

Summary

The Research Finance Analyst II process a wide variety of post aClaire management tasks while adhering to best practices, providing outstanding customer service to co-workers, and the research community, as well as facilitating the research administration effort within DFCI.

The Research Finance Analyst II takes on complex and larger financial portfolio of grants with diverse funding mechanisms and number of department administrators’ involvement. Manage ad-hoc or special projects.

Primary Duties

  • ·Responsible for post aClaire project management from set up to close out, including invoicing, reporting, invoice approval, journal entry reconciliation, and financial reporting.
  • Manages more complex grants mechanisms throughout the life cycle.
  • Ensures that aClaires are managed in full compliance with applicable sponsor’s rules and DFCI’s internal policies.
  • Serves as a technical expert and provide transactional guidance to Junior Analysts.
  • ·May provide audit support by gathering required audit filing documents.
  • ·Assumes additional responsibilities as assigned
  • IDC adjustments Fill out the IDC sheet to correct the IDC on the project Summary when closing out a project.
  • Signed Reports Upload reports to Infoed
  • Suspense Accounts Research on checks with no project numbers
  • Old Balances Review balances on closed projects. Contact the dept. to send me a CT to clear them out.
  • Cross Training - Training on PARS and preparation of financial reports.
  • Monthly/bi-monthly meetings with my departments to discuss current reports due as well as other concerns.
  • Audit Pull copies of invoices and check when needed.
  • Glasswasher & Dry Gas journal entries On a monthly I prepare journal entries.
American Express - Financial Analyst
Nebraska, IN, 05/2010 - 07/2012

Analyzes financial status of research grants and contracts for assigned departments and takes required actions according to departmental policies. Establishes new grant cost centers on financial systems for new grants and contracts, and closes the requisite financial status reports for grants sponsors. Researches and interprets sponsor regulations as well as individual grants terms and conditions sponsors. Counsels PIs and administrators on their financial reports. Traces financial transactions from financial reports back to original source documentations, through a maze of hospital financials systems and ledgers. Resolves problems and maintains accurate database information of financial systems.

Principal Duties and Responsibilities:

  • Establishes new grants on financial system and research grant database, with budget and all relevant data elements. Ensure proper notifications to PIs and administrators and obtain required signatory authorizations. Enters data to ensure all demographic data is correct regarding the grants.
  • Prepares interim and final financial status reports by sponsoring agency, excluding federal training grants (T32). During the course of preparing the financial status reports, queries financial system and scrutinizes financial transactions. Researches and interprets sponsor regulations and counsels PIs on their financials reports.
  • Prepare journal entries, including salaries adjustments, to ensure that the hospital financial systems matches the revenue and expenses totals presents to sponsors on the financials status reports, so that the net position of the grant (at termination) is zero.
  • Contracts sponsors to collect payments that are not paid according to the grant terms and conditions.
  • Scrutinize incoming cost transfers requests for conformity hospital policy as well as grant terms and conditions. Processes the necessary journal entries to accomplish approved cost transfer requests.
  • Analyzes each grant within assigned portfolio. Identifies overspent grants and works to resolve deficit with PI and administrators. Ensures that all grants reflect accurate up-to-dates figures. Manages overall workload to ensure deadlines are met, setting own priorities for each day, week and month.
  • Communicates information to PIs and administrators on aClaireing agency and hospital policies guidelines, financial reports and others services to promote departmental understanding of our servies and their responsibilities regarding grant management.
Massachusetts Institute Of Technology - Sub-AClaire Administrator
City, STATE, 08/2009 - 04/2010

Principal Duties and Responsibilities:

  • Responsible for taking lead on placing, administrating and tracking all sub-aClaires issued under the American Recovery and Reinvestment Act of 2009 (ARRA). Making sure that all 4B quarterly reports was submitted no later the the reporting deadline. Entering 4B quarterly reports information into Coeus web application. Also to up-date ARRA sub-aClaire spreadsheets for all ARRA sub-aClaires that are active or in hold status.
  • Analyzing the sub-aClaireees cost proposal.
  • Executing sub-aClaire modifications.
  • Monitoring the sub-aClaire.
  • Maintains liaison with the sub-aClaire on all sub-aClaire matters.
  • Evaluating financial report information.
  • Maintains a record of all sub-aClaire agreements with status and comments.
  • Assists in the preparations of closeouts of sub-aClaire.
  • Assisting with the procedures if incoming invoices.

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

  • Northeastern University

Job Titles Held:

  • Financial Analyst II
  • Financial Analyst
  • Sub-AClaire Administrator

Degrees

  • Bachelor of Science

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

*As seen in:As seen in: