senior financial analyst fp a resume example with 11+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
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Strategic and analytical finance professional with 5+ years experience in financial analysis, reporting, and investment valuation. Proven ability of leveraging quantitative skills with cross-functional communication to support corporate success. Areas of business insight include forecasting, budgeting, go-to-market strategy, competitive intelligence, M&A activity, investor relations, and external reporting.

Areas of Expertise
  • Financial Analysis
  • Data Modeling
  • External Reporting

    M&A Integration
  • Investor Relations
  • Strategic Growth Initiatives
Senior Financial Analyst, FP&A, 03/2015 - Current
Zeta Interactive South Norwalk, CT,
  • Senior corporate revenue analyst owning process of analytics, reporting production, and delivery (both internally and externally) for $600MM+ in annual sales
  • Created and maintained interactive Board of Directors financial review deck, used by CFO during quarterly presentations
  • Aided Sr. Director of Corporate Development during M&A process with valuation modeling, and post-integration deal ROI tracking

Click to see Qlik's acquisition of Vizubi

  • Financially modeled new strategic initiatives with Sr. Finance Manager that expanded the commercial scope of Qlik

Click to see Qlik's launch of Cloud offerings

  • Supported Director of Investor Relations in quarterly earnings presentations and aiding communication of corporate strategy with greater Wall Street analyst community

Click to see earnings sample

  • Aided Mgr. and VP of FP&A during forecasting and budgeting process by providing global revenue analytics and KPIs
Business Discovery Analyst, FP&A, 03/2012 - 03/2015
General Electric Memphis, TN,
  • Combined technical scripting skills and financial knowledge to create multiple sophisticated applications and models for corporate analytical consumption
  • Built Discounting application from ground up that is used to pro-actively influence deal-level behavior company-wide on $300MM+ in license sales, winning award at annual company summit
  • Analytics expert on launch team devoted to pricing new Qlik product forecasted to generate over $200MM in license sales in 2016; recognized at annual summit for involvement

Click to see Qlik's launch of Qlik Sense

  • Aided Sr. Director of Corporate Development in valuation and financial modeling for acquisition of new DaaS division

Click to see Qlik's acquisition of DataMarket

Financial Specialist (Contractor), 08/2011 - 02/2012
Qlik City, STATE,
  • Created exclusive sales metric to analyze success of corporate “land and expand” strategy, spanning over 10 years and 30,000+ customers
  • Evaluated historical quota achievement to establish sales force hiring needs; creating tactical model for sales operations department to optimize placement of 200+ reps
  • Analyzed currency fluctuation impact on global revenue stream, gauging risk to forecast and publicly-issued guidance
  • Presented to C-level executives analytical KPIs to aid in budgeting and forecasting for >$300 MM in revenue
Sales Financial Analyst, Business Development (Contractor), 03/2011 - 07/2011
EBay Enterprise (fka GSI Commerce) City, STATE,
  • Aided Sr. Director of Business Development; modeled pricing deals and e-commerce solutions for corporations with annual online revenues > $25MM;
  • Created proprietary synergy-tracking model for multi-billion dollar eBay merger; primary area was PayPal use for GSI clients
  • Tracked sales pipeline and updated accounts in database, meeting with senior executives weekly.
  • Supported internal organization, working with fulfillment and customer service business units
  • Managed master pricing list for deal structures, changing as needed
Investment Analyst, 05/2007 - 11/2008
MFP Strategies City, STATE,
  • Tracked and periodically reviewed client performance and tax consequences, while constructing reports of their accounts
  • Conducted investment manager due diligence, analyzing performance statistics and screening for top managers to utilize in portfolios with assets >$10MM
  • Maintained AXYS database of client portfolios, running script files daily to update returns and security prices
  • Assisted in various compliance and portfolio management procedures, such as producing quarterly asset summary reports
  • Created asset-liability model for use with large local corporate clients to examine long-term pension fund growth needs
  • Analyzed various portfolios using Thomson Financial software
  • Reorganized due diligence files with updated performance tracking, utilizing MPI Stylus
  • Constructed money manager reviews, outlining strengths, weaknesses, and strategies
Master of Science: Finance, Expected in May, 2011
Villanova University - Villanova, Pa
GPA: GPA: 3.2/4.0
Status -
Bachelor of Arts: Economics, Expected in May, 2008
Moravian College - Bethlehem, Pa
GPA: GPA: 3.5/4.0 Graduated Cum Laude, Dean's List for Six Semesters
Status -
Technical Skills

Advanced Excel, QlikView, Qlik Sense, Business Intelligence, Social Media, Big Data, Bloomberg, Equities, Fixed Income, Real Estate, Derivatives

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Resume Overview

School Attended

  • Villanova University
  • Moravian College

Job Titles Held:

  • Senior Financial Analyst, FP&A
  • Business Discovery Analyst, FP&A
  • Financial Specialist (Contractor)
  • Sales Financial Analyst, Business Development (Contractor)
  • Investment Analyst


  • Master of Science
  • Bachelor of Arts

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