Research Analyst resume example with 5+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
Summary
Strategic and analytical finance professional with 4+ years of experience in financial reporting, analysis and project management. Highly motivated [Job Title] who thrives in high-pressure environments. Excellent financial reporting, budget forecasting, management and and team-building skills. Financial Analyst specializing in corporate and government finance, financial reporting and trend forecasting. Dynamic finance professional with a strong background in all aspects of accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines.
Highlights
Excellent oral and written communication, presentation, analytical and interpersonal skills
Able to work in complex situations with multiple stakeholders by deep driving into the problems, understanding context and providing solutions Apt planning and organizing skills - leading to good time management and adherence to timelines
Good working knowledge of Microsoft Excel, Word, PowerPoint
Open minded to challenge established practices and quick learner
Variance analysis
Financial modeling
Superior time management
Complex problem solving
Accurate forecasting
Financial reporting expert
Account reconciliation
Superior research skills
MS Office Suite
Self-motivated professional
Advanced computer proficiency (both PC and Mac)
Accomplishments
Awarded Opel and Wow awards by Cognizant in 2013 for recognition of outstanding performance, productivity and dedicated service
Experience
Research Analyst, 10/2012 - 08/2014 Abt Associates – Fort Myers, FL,
Worked with Cognizant Technology Solutions, India, within its Investment Management Practice process.
Research delivery responsibility for a U.S. based, global alternate assets management firm managing over $47 billion in alternative assets. Serviced private equity bankers across NY, HK and London offices.
Prepared due diligence reports: Preliminary Investment Memorandums and Investment Committee Memorandums to evaluate investing with a fund manager.
Conducted public company and M&A transaction comparable analysis.
Performed portfolio revaluation and benchmark analysis.
Developed financial models.
Created detailed investment track records.
Performed quarterly valuations of private equity co-investments.
Extracted and analyzed data from websites, publications, internal databases and market data providers such as Capital IQ, Bloomberg, ThomsonOne and Preqin.
Supported the development of investor presentations and marketing tools pertaining to Global Capital Markets, M&A deals, IPOs, Bankruptcies.
Monitored and updated annual and quarterly Fund Write-ups.
Deputy Manager, 02/2012 - 09/2012 Mccoll's Retail Group – Lincoln, NE, India
Preparation of annual financial statements and monthly balance sheet and income statement analyses for management reporting.
Facilitated month-end close processes, invoicing, journal entries and account reconciliations.
Monitored and analyzed Key Performance Indicators (KPI) and financial ratios.
Prepared budget and executed and reported variance and gap analysis.
Designed and created weekly and monthly spending reports.
Identified operational processes inefficiencies and recommended necessary improvements.
Developed financial analysis reports and presentations by applying acquired financial principles.
Compliance with Tax deduction at source (TDS) norms like deduction and deposit of TDS, preparation and filing of TDS Returns.
Intern, 2008 - 05/2011 Lumen – , OR,
Worked in the field of Accounting, Auditing, Corporate Laws, Management consultancy and specialized in Indian Direct tax Laws and Indirect tax Laws.
Prepared annual financial statements and monthly balance sheet and income statement analyses for management reporting.
Facilitated month-end close processes, invoicing, journal entries and account reconciliations.
Conducted Internal and Statutory audit of various companies Public & Private Ltd. and Govt. organization, Banks and Charitable Societies
Conducted various Tax Audits of Companies, Firm and individuals
Prepared projected financial statements required by Financial Institutions.
Prepared and filed Income Tax returns and complied with TDS norms like deduction and deposit of TDS.
Education
CPA: Finance/Accounting, Expected in - AICPA - , CA GPA:
Bachelor of Commerce: Commerce, Expected in 2009 - Barkatullah University - , GPA: Studied in India, but got degrees evaluated by ERES evaluation team (approved by NASBA) and can provide the same if required
Interests
Skills
Accounting, Reconciliation, Auditing, Budgeting, Variance Analysis, Capital Markets, Fiancial Modeling, Due diligence, Capital IQ, Bloomberg, ThomsonOne, Factset, Preqin
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