senior financial analyst resume example with 20+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Analytical, detailed oriented and forward thinking business professional with 31 years of experience in the insurance industry across a broad range of functions and departments. Proven ability to combine vision, creativity and business acumen with well-developed team building and leadership skills to support efforts of strategy, planning, forecasting and analysis for promotions, operational planning and forecasting, point of sale compliance and claim results.

  • Variance analysis
  • Financial modeling
  • Accurate forecasting
  • Financial reporting expert
  • Sales and marketing
  • SAP
  • SAP - Financial Data Warehouse
  • EssBase
  • Hyperion
  • Business Objects

  • Superior time management
  • Complex problem solving
  • Accurate forecasting
  • Financial reporting expert
  • Superior research skills
  • Self-motivated professional
  • MS Office Suite
  • Perform well in a fast pace environment
  • Critical Thinker
  • Embrace Change
FLORIDA STATE UNIVERSITY Tallahassee, FL Expected in Jun 1983 Bachelor of Arts : Business Management and Multi-National Business Operations - GPA : GPA: 3.3/4.0 Business Management and Multi-National Business Operations GPA: 3.3/4.0 Resident Assistant - Senior year
St Petersburg college Clearwater, FL Expected in June 1981 Associated of Arts : - GPA : GPA: 3.9/4.0 Summa Cum Laude *Dean's List GPA: 3.9/4.0 Summa Cum Laude *Dean's List
Braze - Senior Financial Analyst
, , 01/1996 - 10/2015
  • Progressed through the numerous positions with-in the department.
  • Planning and Forecasting, Variance Analysis, Trend Analysis, Return on Investment Analysis, Point of Sale Compliance, Field Claim Consultant, Sales Support Analysis, Promotion Planning and Forecasting, Promotion Modeling and Analysis, Incremental Cost per Sale Analysis and Life and Retirement Support Analysis.
- Sales Department Consultant
, , -
  • Reviewed results to determine variances to plan and forecast and what drove these variances.
  • Provided past and future trend analysis.
  • Provided these results in a presentation format to senior staff.
  • Worked with the Marketing and Promotions Team coming up with a strategy for promotions and then modeled it out to show expectations - production, incremental cost per sale and overall success.
  • Communicated with local sales leader to provide insight into their markets.
  • Inaugural analyst supporting the Life and Retirement group, developed a model that allowed the managers to review key metrics to assist in determining the success of financial specialist, deep drill analysis into results to discover emerging trends and provided forward thinking analysis that assisted in changing current trajectory.
- Strategic Planning and Forecasting Analyst
, , -
  • Responsible for the region's operating plan for several lines of insurance.
  • Analyze and communicate financial results for key products, markets and initiatives.
  • Develop compelling story lines, deepen client insights and recommend creative actions that guide strategy and operations.
  • Formulate financial projections to predict and track performance, diagnose potential issues and prompt corrective actions.
  • Point of Sale Compliance Analyst in the Florida Region.
  • Instrumental in the development of the position.
  • Conducted in office reviews with agencies for adherence to company policies and procedures.
  • Recognized a need to expand and presented a business case to senior management that resulted in a compliance team.
  • Responsible for all aspects of the team - hiring, firing, results, and performance management.
  • Within six months, the team went from worst of fourteen regions across the company to the best.
  • Field Claim Analyst for the Florida Region.
  • Involved in designing and determining the scope of the position.
  • Provided monthly results and analysis to the senior staff in regional claims organization and home office on operational metrics, staffing and monthly results.
  • Prepared and ran quarterly communication meetings where regional claim staff presented their current results, their forecast and staffing requirements to homes office claims.
  • Developed a model that allowed senior claims staff to 'drill down' into the operational metrics and results of the claim offices in the region.
  • Provided ad-hoc results to senior claim (region and home office) and to the claim offices.
  • Responsible for the claim department's operational plan and staffing requirements.
NA - Staff Claim Adjuster
City, STATE, 09/1984 - 12/1995
  • Hired as a personal lines adjuster and advanced within the organization to become an auto field adjuster, a property field adjuster, a pop-out adjuster and a bodily injury adjuster.
  • Personal Lines Adjuster.
  • Responsible for initial report of loss, completing the investigating to determine liability/cause of loss and negotiating the settlement.
  • Auto Field Adjuster.
  • Inspect and estimate physical damages to vehicles.
  • Negotiate agreed price of repairs with auto repair facilities and the vehicle owner, and co-ordinate the disposal of salvage if required, Property Field Adjuster.
  • Inspect, determine cause of loss and estimate damages to property, secure agreed price with contractors on repairs, monitor repairs till completion and dispose of salvage.
  • Pop-Out Adjuster.
  • On call 24 hours a day to meet with injured parties that meet certain criteria.
  • Travelled to accident scenes to inspect and secure witnesses statements, met with injured parties in hospitals to secure accident facts, the nature of their injuries and to evaluate and settle if feasible.
  • Bodily Injury Adjuster.
  • Investigate claim to determine relationship to the accident, extent of the injury and required future treatment.
  • Secured pertinent medical information to evaluate the seriousness of the injury and came up with an economic value that included any future medical expenses related to the injury and punitive damages.
  • Negotiated settlement with injured parties and/or their legal representative.
ad, Analyst, auto repair, business case, Business Objects, Business Planning, Consultant, client, Data Warehouse, designing, EssBase, senior management, fast, Financial, firing, Forecasting, hiring, home office, Hyperion, Inspect, insurance, Investment Analysis, Team Building, Leadership, legal, Marketing, meetings, Access, Excel, Microsoft Office, office, Outlook, PowerPoint, Word, Modeling, Multi-tasking, negotiating, performance management, policies, predict, Presentations, Project management, Promotion, repairs, sales, Sales Support, SAP, staffing, strategy, Time Management, Trend, Variance Analysis

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Resume Overview

School Attended

  • St Petersburg college

Job Titles Held:

  • Senior Financial Analyst
  • Sales Department Consultant
  • Strategic Planning and Forecasting Analyst
  • Staff Claim Adjuster


  • Bachelor of Arts
  • Associated of Arts

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