Senior Financial Analyst Resume Example

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

Ambitious Financial Analyst well-versed in balancing priorities and meeting deadlines under pressure. Expertise in government finance, customer service and performance optimization. Detail-oriented professional with 20 years of hands-on experience in statistical and quantitative analysis and forecasting. Proficient in JD Edwards and Hubble paired with strong analytical skills to promote organizational success.

  • Staff Management
  • Account Reconciliation
  • Growth Projections
  • Business Operations Analysis
  • Annual Budgets
  • Spreadsheets
  • Data Trending
  • Management Reporting
  • Planning and Coordination
  • Employee coaching
  • Training Programs and Materials
  • Scheduling
Capella University Minneapolis, MN Expected in 12/2014 Degree ~ B.S : Business Administration - GPA :
  • Graduated summa cum laude
  • Graduated with 4.0 GPA
  • Dean's List 2011-2014
  • Graduated in Top 1% of Class
Wisconsin Indianhead Technical College Rice Lake, WI, Expected in 05/2011 Associate : Accounting - GPA :
  • Graduated cum laude
  • Graduated with 3.7 GPA
  • Dean's List 2009-2011
Unity Schools Balsam Lake, WI, Expected in 05/1995 Diploma : - GPA :
  • Graduated with 3.5 GPA
  • Elected to Secretary and Treasurer for Unity High School in 1994-1995.
  • Member of Student Council
  • Participated in volleyball, basketball, track, and softball.
Work History
Accentcare - Senior Financial Analyst
Floresville, TX, 01/2016 - Current
  • Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
  • Improved operational efficiency and cultivated cost reduction and streamlined productivity.
  • Interacted with contractors, subcontractors and suppliers to guide cost analysis process by establishing and enforcing policies and procedures.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • Reviewed financial reports and streamlined operations to increase productivity.
  • Led meetings with directors to analyze spending and provide financial recommendations.
  • Used JD Edwards, Hubble and Excel to create reports and recommended courses of action to upper management.
  • Performed complex financial and budget analysis to determine budget requirements, improve internal controls and justify requested funding from MN Department of Corrections while managing $12,400,000 annual budget.
  • Improved financial status by analyzing results, monitoring variances and recommending actions to Department Director, Deputy Director, and Division Manager.
  • Handled internal and external inquiries while providing outstanding customer service when resolving issues.
Cbiz, Inc. - Coordinator
Detroit, MI, 03/2011 - 01/2016
  • Kept projects on schedule by managing deadlines and adjusting workflows as needed.
  • Managed office activities by maintaining communication between clients, tracking records and filing all documents.
  • Developed revisions to Rapid systems and procedures by evaluating operational practices and identifying improvement opportunities.
  • Established positive working relationships with colleagues, manager and customers through regular communication and effective anticipation of needs.
  • Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies.
  • Devised and implemented improvements to reporting procedures to process rebates.
  • Drove workflow efficiency by metrics and Kaizen events.
  • Entered rebate data into SAP and Rainmaker, generated reports and produced tracking documents.
  • Resolved employment-related disputes through proactive communication.
Community Insurance Agency - Administrative Assistant /Insurance Agent
City, STATE, 04/2010 - 03/2011
  • Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Maintained high standards of customer service by building relationships with clients.
  • Built relationships with clients through active listening and customer service talents to provide excellent service.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Collaborated with key personnel to verify data integrity and compliance with all related regulatory guidelines and legal requirements.
  • Worked closely with management teams to plan, develop, coordinate and execute technical strategies aligned to client's vision, mission and purpose.
Durex Products Inc - Accounting Assistant / Customer Service Representative
City, STATE, 04/2005 - 02/2009
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Investigated daily variances uncovered with Excel reports and corrected errors to resolve discrepancies.
  • Reported financial data and updated financial records in ledgers and journals.
  • Evaluated employee expense reports and verified accuracy.
  • Conferred with managers, sales teams and engineering personnel to revise plans and achieve demanding targets.
  • Counseled debtors on payment options and arranged installment agreements.
  • Achieved performance goals on consistent basis.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Coordinated document exchange between departments, contractors, suppliers and customers.
  • Enforced use of standardized forms and templates to achieve uniformity of communications across departments and functions.
  • Created project control documentation to support needs of important projects.

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Resume Overview

School Attended
  • Capella University
  • Wisconsin Indianhead Technical College
  • Unity Schools
Job Titles Held:
  • Senior Financial Analyst
  • Coordinator
  • Administrative Assistant /Insurance Agent
  • Accounting Assistant / Customer Service Representative
  • Degree ~ B.S
  • Associate
  • Diploma

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