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Sr Financial Analyst Resume Example

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JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Career Overview
Financial Planning and Analysis * KPI's/ Dashboards * Management Report Development Project Cost Tracking Analysis * General Accounting * Supervisory and Training Management Budget Forecasting * Business Analyst * Database Development Management Revenue Recognition * Financial Analyst * MBA - Operations Management Gap Analysis * Operational Analysis * Financial Analysis Data Analysis * Financial Modeling * Agile Methodology
Qualifications
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Accomplishments
Work Experience
05/2014 to Current Sr. Financial Analyst John Wiley & Sons, Inc. | Monument, CO,
  • Access database design, automation, and solution development of various applications, in the Finance/Commissions department Design and develop ability to process millions of data line items related to producers' missing commission payment for five states Analyze business models, logical specifications, and user requirements to design and test solutions for application environment Lead development of Access applications for product management group, involving analysis, design, coding, and testing of components Work with end users to develop specifications for coding.
2014 to 05/2014 Sr. Business Analyst @Hire | New York, NY,
  • Team member in the development of the Enterprise Services 360° Dashboard using the Agile methodology, conduct metrics mapping, gap analysis, gather technical business requirements, perform data and visualization UAT's Develop security model, design, develop and implement test cases Work collaboratively with clients and stakeholders to research and elicit, analyze, validate and document business requirements, and to ensure that those requirements clearly reflect true business needs, correctly representing all stakeholders Translate business needs into system/ application requirements and project components to help determine solutions to business problems Assist team members in producing functional requirements for tool development Proactively identify and manage changes to requirements and identify risks for clients Effectively manage client's expectations Apply industry and information technology expertise to support proposals, feasibility studies, implementations and new business development.
06/2013 to 10/2013 Sr. Business Systems Analyst Brilliant Earth | San Diego, CA,
  • Create process and automate Access Database related to time spent on projects, capital budget and resource utilization headcount Coordinate, consolidate, develop and analyze KPI's for management Perform additional process analysis, implementation as requested by management Prepare weekly, monthly, and quarterly reports for management Assist with capital budgeting process including monitoring spending, monthly outlook, annual budget preparation, facilitating SOW approval process, assist with project/ purchase authorization monitoring and purchase requisition submittals Maintain and enhance overall quality of data from each separate source system Perform data quality checks for each data source system Perform additional process analysis, implementation as requested by management team.
11/2011 to 11/2012 Sr. Financial Analyst John Wiley & Sons, Inc. | Mount Joy, PA,
  • Create process and Automate SQL/Access Database related to Sales/Marketing Mgmt.
  • Collect data from various internal systems and create data outputs on various formats Data Analysis - Importing and/or extracting large amounts of data, creating tables and databases, cleansing and analyzing data, create formatted reports, KPI's/Dashboards Track, analyze and report statistics and patterns, identify drivers of key statistics and recommend changes to impact them Develop management tools to measure and analyze financial and operational information e.g.
  • financial ratios, KPI's, sales forecasting, product pricing, and management reports).
01/2009 to 10/2011 Sr. Financial Analyst John Wiley & Sons, Inc. | Nevada, MO,
  • Create process and Automate SQL/Access Databases related to Operations Mgmt.
  • Create and develop in Access automated tools to accurately assess operational requirements and improve financial forecasting Track and review sales group's performance, examining revenue trends and assessing market conditions on weekly basis Attend meetings with department heads to evaluate key indicators, including market conditions, sales projections, and emerging opportunities based on competitive analysis Aggregated data and generated sales and revenue reports for VP of Operations Interact with internal clients to address and resolve data issues Develop and monitor Operations performance KPI's/Dashboards benchmarking Data Analysis - importing and/or extracting large amounts of data, creating tables and databases, cleansing and analyzing data, and creating and formatting reports.
01/2008 to 08/2008 Sr. Business Analyst @Hire | Anywhere, USA,
  • Create process and Automate Access Databases related to Revenue Management Create, develop in Access automated Excel spreadsheets, PowerPoint charts and graphics Interact with internal clients to address and resolve data issues Data Analysis - importing and/or extracting large amounts of data, creating tables and databases, cleansing and analyzing data, and creating and formatting reports Experience in creating, defining and documenting workflow diagrams and/or processes Ability to understand and translate business and user requirements to technical specs Meet and write business requirements from end-users, document analysis, convey business process requirements to other IT developers, ability to understand, translate business and user technical requirements to write functional or technical specs, test cases Improve data processing, document reporting process, ad-hoc reporting, data analysis, introduce process improvement recommendations.
08/2007 to 11/2007 Sr. Business Analyst @Hire | New York, NY,
  • Create SQL(SSIS) /Access DB's related to Revenue IT Billing with Excel/PowerPoint.
  • Interact with internal clients to address and resolve data issues.
  • Development and production of deliverables.
02/2006 to 07/2007 Sr. Business Analyst @Hire | Anywhere, USA,
  • Perform Revenue recognition analysis Maintain daily SQL (SSIS) reporting, ad-hoc reporting Create Access DB's for tracking Sales Orders from customer using Excel & PowerPoint Assist with the development, refinement and/or standardization of tools, methodologies and procedures for data and information collection, manipulation, reporting and storage of data collection, analysis and reporting Improve data processing, document reporting process, ad-hoc reporting, data analysis.
10/2005 to 03/2006 Sr. Financial Analyst John Wiley & Sons, Inc. | New Hampshire, OH,
  • Reconcile Income Statements/ Balance Sheets/ Cash Flows/ Budgeting/Profit and Loss, Forecasting/Revenue /Financial Planning and Analysis, Develop and monitor Financial performance KPI's/Dashboards benchmarking, financial modeling Analysis/Other indicators (headcount/ currency exchange/ inflation factors) for six hospitals & three clinical laboratories in Mexico, Costa Rica, Barbados & Brazil Create Access Db for tracking Capital Expenditure Requests using Excel/PowerPoint Perform Financial Projections, Analysis for New Market Metrics, ad-hoc reporting.
2005 to 09/2005 Sr. Business Analyst @Hire | New York, NY,
  • Create an Access/SQL (DTS), front/back-end database for multiple input users (frontend) from various locations to a single source database (back-end) which provides 15 reports Analyze SAP FI/CO exporting functions and create Access databases for Financial Analysis reporting utilizing Excel and PowerPoint Create SQL/Access GUI Help Desk Ticket Tracker database for Tools & Services Team Review departmental issues with management/ create new procedures to gather & meet new requirements, modify/ install/ test/ implement new application & procedures for automation process, training & documentation of new process/ procedures & deployment Meet and write business requirements from end-users, document analysis, convey business process requirements to other IT developers, ability to understand, translate business and user technical requirements to write functional or technical specs, test cases Improve data processing, document reporting process, ad-hoc reporting, data analysis, introduce process improvement recommendations.
08/2002 to 11/2004 Financial Manager Anser | San Diego, CA,
  • Plan, coordinate & monitor projects with Revenue, Tax, Treasury, & IT groups with the objective of completing on time, in accordance with other assigned objectives Supervise eight analysts Reconcile Income Statements/ Balance Sheets/ Cash Flows/ Budgeting Billing Revenue & Expense Tracking, Lease vs.
  • Buy Analysis Work in Inventory & Revenue Group for uploading AP/AR .DAT files to SAP FI/CO, MM on a daily basis; Reconcile Sales, Cost of Sales, & Purchases Reconcile GR/IR (Goods Receipts/ Invoice Receipts) - Expenditures & Buyers Financial Cost Manager - Cost Recognition Analytics.
01/1998 to 05/2002 Financial Cost Manager - Cost Recognition Analytics Fedex | Fontana, CA,
  • Prepare monthly reporting package of internal/external labor costs from 6 days to 6 hrs.
  • Conduct internal QA audit for invoice processing to take advantage of cash discounts ranging from $150k - 200K monthly Perform weekly SAP FI/CO, MM, SD, reporting to Sr.
  • Management/Director, for hundreds of current Active projects nationwide, to include Budgets/Actuals /Open Commitments/Variances Analysis (Actual vs.
  • Plan), ad-hoc reporting, KPI Dashboards Data importing/exporting via SQL 2000 (DTS) using Access, Excel & PowerPoint Supervise six analysts, Perform Financial Analysis Generate Year-to-Date SAP FI/CO, MM, SD monthly reports, extrapolating Internal/External Labor & Equipment Costs Analysis, Director level, on all closed projects nationwide, develop QA practices and procedures related to Billing Invoices Plan, coordinate, & monitor capital projects with the objective of completing on time, within budget, and in accordance with other assigned objectives, Budget Forecast.
03/1995 to 01/1998 Sr. Accountant Anova | Winona, MN,

•AP & AR Supervisor, Supervised five accountants

•Perform balance sheet reconciliation for selected accounts with detailed support,

including the preparation of schedules and correcting journal entries, bank reconciliations

•Perform monthly SAP FI/CO financial variance analysis, including the research,

documentation, and communication of account fluctuations

•Coordinate the closing activities of other financial and operational departments to

adhere to published closing schedules, month-end closing procedures

•Maintain accuracy and consistency of results as well as explain and communicate

variances on financial data, (Income statement, balance sheet, cash flow, P&L)

•Coordinate and prepare for distribution of financial data requests internally

02/1993 to 03/1995 Accountant Anova | Saint Louis, MO,

•Supervise AP & AR clerks, support the month-end- close process

•Perform account reconciliation, Ensure proper accruals are in the books

•Review the ledger when a payment arrives, Prepare financial statements

•Conduct variance analysis, Oversee the billing and collections process

•Manage month end closing process with account analyses and journal preparation


03/1993 to 04/1995 Accountant Accugraph Corporation | City, STATE,
  • Supervise AP & AR clerks, Support the month-end close process Perform account reconciliation, Ensure proper accruals are in the books Review the ledger when a payment arrives, Prepare financial statements Conduct variance analysis, Oversee the billing and collections process Manage month end closing process with account analyses and journal preparation.
Education and Training
Expected in Dec. 2007 Master of Business Administration | Operations Management American InterContinental University, Hoffman Estates, IL GPA: GPA: 3.7 Magna Cum Laude

GPA: 3.7 Magna Cum Laude

Expected in Nov. 2006 Bachelor of Business Administration | Accounting and Finance American InterContinental University, Hoffman Estates, IL GPA:
Expected in Accounting and Finance Hoffman Estates, IL | American InterContinental University, , GPA: GPA: 4.0 Summa Cum Laude
GPA: 4.0 Summa Cum Laude
Skills

SAP, Oracle, AS-400, SAS, UNIX, SQL 2000/2005/2008 R2, VBA, Access, Excel, Word, PowerPoint, Visio, Project, SharePoint, Outlook, Windows XP, Data Reporting, Cognos, Toad for Oracle, Business Objects, Salesforce, Bilingual - (Spanish)


Industries


Telecom, Cable, Healthcare, Manufacturing, Energy, Retail, Consultant


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Resume Strength

  • Length
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended
  • American InterContinental University
  • American InterContinental University
  • American InterContinental University
Job Titles Held:
  • Sr. Financial Analyst
  • Sr. Business Analyst
  • Sr. Business Systems Analyst
  • Sr. Financial Analyst
  • Sr. Financial Analyst
  • Sr. Business Analyst
  • Sr. Business Analyst
  • Sr. Business Analyst
  • Sr. Financial Analyst
  • Sr. Business Analyst
  • Financial Manager
  • Financial Cost Manager - Cost Recognition Analytics
  • Sr. Accountant
  • Accountant
  • Accountant
Degrees
  • Master of Business Administration
  • Bachelor of Business Administration
  • Accounting and Finance Hoffman Estates, IL

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