Senior Financial Analyst resume example with 20+ 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
Accomplished financial professional with keen eye for the bottom line, strong business acumen, and strong skills and experience in areas of global business intelligence and advanced analytics. MBA equivalent work experience as Assistant Treasurer with Johns Manville Corporation. Business Intelligence and Financial Analysis Skills Understanding of business intelligence in banking and financial services industry sector. Experience in documenting high-level business requirements and working with IT group. Excellent analytical, communication and interpersonal skills at all levels of organization.
Highlights
Intermediate skills with Oracle, SQL Server, Toad for Data Point - and learning Tableau.
* Microsoft Office skills (Access, Excel, Word, PowerPoint Presentations & Infographics)
Accomplishments
Experience
Senior Financial Analyst, 01/2006 - Current Siemens Corporation – Daytona Beach, FL,
Joined Elavon as interchange compliance rep and was a member of the UAT testing team that ensured the functionality of US Bank's international processing platform (IPP) in Europe.
Uncovered opportunities within the IPP platform to optimize interchange and assessments for major airline, cruise and hospitality merchant customers that since 2010 has resulted in $60 mil.
in professional services revenue to US Bank.
Prepared high-level business requirements on value-add projects and all associated valuations necessary to get projects approved.
Strategically advised senior managers and served as liaison to IT group and businesses on such projects.
Developed strong understanding of business processes and relational databases across the US, European and Latin American processing systems, including Data Warehouse, Oracle and SQL Server.
Recognized data master who conducts analysis and ad-hoc queries for top Elavon sales people, RM's and CE's (internal stakeholders) who in turn support the Bank's major customers.
Elavon is #1 airline acquirer and #2 hospitality acquirer in the U.S.
and 6th largest EU acquirer.
Recognized for collaboration, problem solving, and explaining detailed information and data in a way that people understand and can act upon.
Presentations and infographics are appropriate to target audience.
Sales Representative, 01/2004 - 12/2005 Lhc Group – Cincinnati, OH,
Completed AFLAC training program; sold supplemental insurance to small business owners.
At Primerica marketed/sold various financial services including life insurance to individuals.
Subject matter expert on mutual funds and personal investing for long term (i.e.
retirement).
Used knowledge and experience as former Director Pension Investments to guide individuals.
Sunset Investment Group disbanded after three very turbulent years of stock market declines.
Assistant Treasurer and Director, 09/1987 - 12/1999 Pensions - Johns Manville Corporation – City, STATE,
Joined Johns Manville as a Senior Accountant and assisted in the preparation of SEC reports, including 10Q's and 10K's.
Also, prepared financial information needed for loan compliance.
Between 1989 and 1992 served the role of Corporate Cash Manager and had responsibility for US and Canadian commercial bank operations and compensation.
Saved JM $100,000 per year through RFP process to consolidate banks.
Promoted to Assistant Treasurer and Manager, Banking and Finance in 1992.
From 1992 to 1994 assisted the Treasurer on full range of corporate finance activities including acquisitions and divestitures, foreign exchange, dividend repatriations, and public debt and stock offerings.
Promoted again to Manager, Trusteed Benefits in 1994 and by 1996 position was elevated to Director Pensions after hiring new plan actuary and delivering $1,000,000 annual cost savings (variable PBGC premiums).
Added new defined contribution plan investment choices in U.S.
and Canada and traveled the two countries presenting the new options to plant managers and employees.
Training program was recognized by Fidelity Investments as a best practices in the DC plan industry.
Left Johns Manville at end of 1999 as part of a corporate downsizing that included executives.
Company would be subsequently sold to Berkshire Hathaway the following year and privatized.
Education
B.S: Accounting, Expected in 1980 - School of Management at Binghamton University - , NY GPA: Accounting
Professional Affiliations
Certified Treasury Manager (CTM) permanent status.
Former Board member of the Colorado Treasury Management Association (CTMA).
Former Board member of Goodwill Industries of Denver. Provided pro bono consulting.
Skills
Accountant, acquisitions, ad, Banking, Benefits, business processes, corporate finance, Data Warehouse, DC, Finance, financial, foreign exchange, funds, hiring, insurance, Investments, Latin, Director, market, Access, Excel, Microsoft Office, PowerPoint Presentations, Word, Oracle, Oracle and SQL, presenting, Presentations, problem solving, relational databases, RFP, sales, SQL Server, Toad
Additional Information
Positive can-do attitude and willingness to work outside normal business hours and travel.
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